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: 1,524,701 shares; 2024Q4: 1,497,019 shares; 2025Q1: 1,461,163 shares; 2025Q2: 1,446,573 shares; 2025Q3: 1,366,477 shares; 2025Q4: 1,356,067 shares; 2026Q1: 1,339,942 shares 1,339,942 $191M 17.17% -16,125 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: 251,908 shares; 2024Q4: 262,035 shares; 2025Q1: 259,320 shares; 2025Q2: 255,171 shares; 2025Q3: 254,336 shares; 2025Q4: 257,515 shares; 2026Q1: 257,701 shares 257,701 $82.7M 7.44% +186 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: 688,368 shares; 2024Q4: 679,266 shares; 2025Q1: 694,235 shares; 2025Q2: 709,937 shares; 2025Q3: 704,930 shares; 2025Q4: 707,934 shares; 2026Q1: 694,812 shares 694,812 $54.5M 4.9% -13,122 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: 81,775 shares; 2024Q4: 80,716 shares; 2025Q1: 80,932 shares; 2025Q2: 80,364 shares; 2025Q3: 79,005 shares; 2025Q4: 78,621 shares; 2026Q1: 80,430 shares 80,430 $52.5M 4.73% +1,809 Timeline LDUR 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: 450,768 shares; 2024Q4: 418,266 shares; 2025Q1: 428,021 shares; 2025Q2: 437,042 shares; 2025Q3: 427,796 shares; 2025Q4: 431,360 shares; 2026Q1: 436,032 shares 436,032 $41.8M 3.76% +4,672 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: 197,033 shares; 2024Q4: 194,007 shares; 2025Q1: 193,806 shares; 2025Q2: 191,155 shares; 2025Q3: 188,593 shares; 2025Q4: 188,120 shares; 2026Q1: 187,074 shares 187,074 $40.2M 3.62% -1,046 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: 486,520 shares; 2024Q4: 475,768 shares; 2025Q1: 495,736 shares; 2025Q2: 504,423 shares; 2025Q3: 505,906 shares; 2025Q4: 523,900 shares; 2026Q1: 527,933 shares 527,933 $38.9M 3.5% +4,033 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: 213,201 shares; 2024Q4: 207,697 shares; 2025Q1: 204,698 shares; 2025Q2: 204,412 shares; 2025Q3: 200,796 shares; 2025Q4: 198,756 shares; 2026Q1: 196,375 shares 196,375 $37.7M 3.39% -2,381 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: 81,041 shares; 2024Q4: 78,919 shares; 2025Q1: 78,034 shares; 2025Q2: 77,566 shares; 2025Q3: 77,557 shares; 2025Q4: 77,079 shares; 2026Q1: 76,716 shares 76,716 $33.5M 3.01% -363 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: 144,307 shares; 2024Q4: 140,336 shares; 2025Q1: 139,019 shares; 2025Q2: 138,701 shares; 2025Q3: 138,198 shares; 2025Q4: 137,735 shares; 2026Q1: 137,633 shares 137,633 $27M 2.43% -102 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,964 shares; 2024Q4: 89,611 shares; 2025Q1: 89,430 shares; 2025Q2: 88,836 shares; 2025Q3: 88,971 shares; 2025Q4: 88,430 shares; 2026Q1: 88,071 shares 88,071 $26.3M 2.37% -359 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: 292,455 shares; 2024Q4: 278,685 shares; 2025Q1: 277,185 shares; 2025Q2: 272,763 shares; 2025Q3: 267,061 shares; 2025Q4: 263,950 shares; 2026Q1: 261,814 shares 261,814 $26M 2.34% -2,136 Timeline MINT 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: 329,333 shares; 2024Q4: 309,759 shares; 2025Q1: 313,499 shares; 2025Q2: 300,490 shares; 2025Q3: 290,038 shares; 2025Q4: 255,770 shares; 2026Q1: 248,898 shares 248,898 $25M 2.25% -6,872 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: 17,289 shares; 2024Q4: 18,354 shares; 2025Q1: 19,229 shares; 2025Q2: 23,371 shares; 2025Q3: 35,821 shares; 2025Q4: 38,292 shares; 2026Q1: 41,738 shares 41,738 $24.9M 2.24% +3,446 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,415 shares; 2024Q4: 255,987 shares; 2025Q1: 339,642 shares; 2025Q2: 368,809 shares; 2025Q3: 364,346 shares; 2025Q4: 382,953 shares; 2026Q1: 402,850 shares 402,850 $20.3M 1.83% +19,897 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: 221,371 shares; 2024Q4: 267,771 shares; 2025Q1: 312,726 shares; 2025Q2: 341,903 shares; 2025Q3: 374,238 shares; 2025Q4: 395,905 shares; 2026Q1: 411,891 shares 411,891 $19.4M 1.74% +15,986 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: 5,089 shares; 2024Q4: 5,073 shares; 2025Q1: 5,073 shares; 2025Q2: 5,088 shares; 2025Q3: 5,060 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares 5,016 $16.9M 1.52% 0 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: 362,159 shares; 2024Q4: 312,915 shares; 2025Q1: 312,333 shares; 2025Q2: 310,700 shares; 2025Q3: 306,016 shares; 2025Q4: 307,367 shares; 2026Q1: 314,942 shares 314,942 $15.7M 1.41% +7,575 Timeline JSCP 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: 9,696 shares; 2024Q4: 79,188 shares; 2025Q1: 116,059 shares; 2025Q2: 137,036 shares; 2025Q3: 217,013 shares; 2025Q4: 280,323 shares; 2026Q1: 321,942 shares 321,942 $15.2M 1.37% +41,619 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: 218,766 shares; 2024Q4: 195,174 shares; 2025Q1: 183,446 shares; 2025Q2: 178,418 shares; 2025Q3: 165,498 shares; 2025Q4: 163,634 shares; 2026Q1: 160,034 shares 160,034 $13.9M 1.25% -3,600 Timeline JPLD 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: 7,279 shares; 2024Q4: 71,627 shares; 2025Q1: 161,962 shares; 2025Q2: 185,521 shares; 2025Q3: 211,310 shares; 2025Q4: 250,959 shares; 2026Q1: 263,719 shares 263,719 $13.8M 1.24% +12,760 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: 217,447 shares; 2024Q4: 203,374 shares; 2025Q1: 217,306 shares; 2025Q2: 226,957 shares; 2025Q3: 264,013 shares; 2025Q4: 266,755 shares; 2026Q1: 268,412 shares 268,412 $13.6M 1.22% +1,657 Timeline SPHQ 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: 136,818 shares; 2024Q4: 140,966 shares; 2025Q1: 151,172 shares; 2025Q2: 156,888 shares; 2025Q3: 160,482 shares; 2025Q4: 163,145 shares; 2026Q1: 162,354 shares 162,354 $12.2M 1.1% -791 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: 169,482 shares; 2024Q4: 164,282 shares; 2025Q1: 160,493 shares; 2025Q2: 155,749 shares; 2025Q3: 146,794 shares; 2025Q4: 135,654 shares; 2026Q1: 131,500 shares 131,500 $12.2M 1.1% -4,154 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,373 shares; 2024Q4: 88,827 shares; 2025Q1: 106,736 shares; 2025Q2: 113,906 shares; 2025Q3: 103,376 shares; 2025Q4: 110,417 shares; 2026Q1: 111,051 shares 111,051 $11.8M 1.06% +634 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,466 shares; 2024Q4: 115,805 shares; 2025Q1: 122,780 shares; 2025Q2: 127,753 shares; 2025Q3: 132,563 shares; 2025Q4: 134,539 shares; 2026Q1: 133,853 shares 133,853 $11.8M 1.06% -686 Timeline BOND 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: 111,163 shares; 2024Q4: 102,053 shares; 2025Q1: 108,279 shares; 2025Q2: 113,366 shares; 2025Q3: 114,895 shares; 2025Q4: 116,230 shares; 2026Q1: 126,066 shares 126,066 $11.6M 1.05% +9,836 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,678 shares; 2024Q4: 73,702 shares; 2025Q1: 88,164 shares; 2025Q2: 109,966 shares; 2025Q3: 126,007 shares; 2025Q4: 140,357 shares; 2026Q1: 144,319 shares 144,319 $11.4M 1.03% +3,962 Timeline JMST 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: 248,540 shares; 2024Q4: 247,170 shares; 2025Q1: 248,299 shares; 2025Q2: 250,699 shares; 2025Q3: 245,359 shares; 2025Q4: 230,340 shares; 2026Q1: 219,850 shares 219,850 $11.2M 1.01% -10,490 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: 42,021 shares; 2024Q4: 40,919 shares; 2025Q1: 41,256 shares; 2025Q2: 41,141 shares; 2025Q3: 41,120 shares; 2025Q4: 41,080 shares; 2026Q1: 40,805 shares 40,805 $10.7M 0.96% -275 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: 34,603 shares; 2024Q4: 33,794 shares; 2025Q1: 33,743 shares; 2025Q2: 33,293 shares; 2025Q3: 33,286 shares; 2025Q4: 33,345 shares; 2026Q1: 33,232 shares 33,232 $9.54M 0.86% -113 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,384 shares; 2024Q4: 84,211 shares; 2025Q1: 113,681 shares; 2025Q2: 118,118 shares; 2025Q3: 139,564 shares; 2025Q4: 165,338 shares; 2026Q1: 186,490 shares 186,490 $9.23M 0.83% +21,152 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,854 shares; 2024Q4: 63,049 shares; 2025Q1: 62,807 shares; 2025Q2: 61,108 shares; 2025Q3: 59,977 shares; 2025Q4: 60,002 shares; 2026Q1: 59,933 shares 59,933 $8.29M 0.75% -69 Timeline FTCS 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: 105,294 shares; 2024Q4: 96,026 shares; 2025Q1: 92,099 shares; 2025Q2: 93,354 shares; 2025Q3: 89,217 shares; 2025Q4: 88,920 shares; 2026Q1: 88,822 shares 88,822 $8.24M 0.74% -98 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,607 shares; 2024Q4: 114,270 shares; 2025Q1: 158,847 shares; 2025Q2: 162,702 shares; 2025Q3: 165,784 shares; 2025Q4: 175,766 shares; 2026Q1: 180,278 shares 180,278 $8.22M 0.74% +4,512 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,216 shares; 2024Q4: 44,045 shares; 2025Q1: 43,047 shares; 2025Q2: 42,647 shares; 2025Q3: 41,307 shares; 2025Q4: 40,444 shares; 2026Q1: 39,586 shares 39,586 $8.15M 0.73% -858 Timeline MUNI 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: 134,009 shares; 2024Q4: 105,492 shares; 2025Q1: 127,282 shares; 2025Q2: 131,043 shares; 2025Q3: 136,781 shares; 2025Q4: 138,728 shares; 2026Q1: 155,686 shares 155,686 $8.13M 0.73% +16,958 Timeline FTSM 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: 161,745 shares; 2024Q4: 157,026 shares; 2025Q1: 173,438 shares; 2025Q2: 161,673 shares; 2025Q3: 150,538 shares; 2025Q4: 133,418 shares; 2026Q1: 128,667 shares 128,667 $7.69M 0.69% -4,751 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,650 shares; 2024Q4: 272,204 shares; 2025Q1: 245,996 shares; 2025Q2: 220,859 shares; 2025Q3: 196,185 shares; 2025Q4: 143,049 shares; 2026Q1: 113,656 shares 113,656 $5.72M 0.51% -29,393 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: not reported; 2024Q4: 38,458 shares; 2025Q1: 31,100 shares; 2025Q2: 73,671 shares; 2025Q3: 88,143 shares; 2025Q4: 89,723 shares; 2026Q1: 112,837 shares 112,837 $5.64M 0.51% +23,114 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: 20,602 shares; 2024Q4: 20,563 shares; 2025Q1: 20,897 shares; 2025Q2: 20,843 shares; 2025Q3: 20,781 shares; 2025Q4: 21,186 shares; 2026Q1: 21,966 shares 21,966 $5.57M 0.5% +780 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: 88,784 shares; 2024Q4: 78,940 shares; 2025Q1: 67,571 shares; 2025Q2: 68,863 shares; 2025Q3: 62,389 shares; 2025Q4: 66,952 shares; 2026Q1: 66,562 shares 66,562 $5.13M 0.46% -390 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: 98,845 shares; 2024Q4: 83,694 shares; 2025Q1: 86,633 shares; 2025Q2: 85,211 shares; 2025Q3: 90,306 shares; 2025Q4: 89,946 shares; 2026Q1: 88,654 shares 88,654 $4.42M 0.4% -1,292 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: 46,881 shares; 2024Q4: 43,147 shares; 2025Q1: 45,455 shares; 2025Q2: 46,182 shares; 2025Q3: 38,577 shares; 2025Q4: 38,161 shares; 2026Q1: 38,334 shares 38,334 $4.07M 0.37% +173 Timeline JQUA 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: 24,847 shares; 2024Q4: 28,634 shares; 2025Q1: 35,881 shares; 2025Q2: 41,746 shares; 2025Q3: 50,641 shares; 2025Q4: 56,723 shares; 2026Q1: 58,307 shares 58,307 $3.58M 0.32% +1,584 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,952 shares; 2026Q1: 45,546 shares 45,546 $3.49M 0.31% +28,594 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: 7,242 shares; 2024Q4: 7,337 shares; 2025Q1: 7,519 shares; 2025Q2: 8,514 shares; 2025Q3: 8,342 shares; 2025Q4: 8,871 shares; 2026Q1: 8,821 shares 8,821 $3.27M 0.29% -50 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: 7,107 shares; 2024Q4: 7,492 shares; 2025Q1: 9,088 shares; 2025Q2: 9,705 shares; 2025Q3: 10,434 shares; 2025Q4: 10,933 shares; 2026Q1: 11,570 shares 11,570 $2.75M 0.25% +637 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: 21,984 shares; 2024Q4: 22,094 shares; 2025Q1: 20,914 shares; 2025Q2: 16,701 shares; 2025Q3: 18,249 shares; 2025Q4: 30,852 shares; 2026Q1: 38,665 shares 38,665 $2.64M 0.24% +7,813 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,152 shares; 2024Q4: 16,597 shares; 2025Q1: 24,492 shares; 2025Q2: 32,709 shares; 2025Q3: 40,773 shares; 2025Q4: 45,957 shares; 2026Q1: 48,829 shares 48,829 $2.61M 0.23% +2,872 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: 22,360 shares; 2024Q4: 19,244 shares; 2025Q1: 20,752 shares; 2025Q2: 20,388 shares; 2025Q3: 16,453 shares; 2025Q4: 17,102 shares; 2026Q1: 20,587 shares 20,587 $2.56M 0.23% +3,485 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: 11,101 shares; 2024Q4: 55,544 shares; 2025Q1: 55,544 shares; 2025Q2: 55,732 shares; 2025Q3: 55,732 shares; 2025Q4: 55,733 shares; 2026Q1: 55,733 shares 55,733 $2.52M 0.23% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,961 shares; 2025Q1: 2,553 shares; 2025Q2: 7,629 shares; 2025Q3: 22,571 shares; 2025Q4: 24,851 shares; 2026Q1: 31,728 shares 31,728 $2.46M 0.22% +6,877 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: 43,851 shares; 2024Q4: 33,791 shares; 2025Q1: 33,082 shares; 2025Q2: 33,137 shares; 2025Q3: 32,787 shares; 2025Q4: 32,894 shares; 2026Q1: 33,087 shares 33,087 $2.32M 0.21% +193 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: 8,442 shares; 2024Q4: 8,592 shares; 2025Q1: 8,842 shares; 2025Q2: 9,713 shares; 2025Q3: 9,678 shares; 2025Q4: 12,812 shares; 2026Q1: 12,884 shares 12,884 $2.25M 0.2% +72 Timeline ISTB 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: 92,693 shares; 2024Q4: 82,576 shares; 2025Q1: 81,048 shares; 2025Q2: 78,207 shares; 2025Q3: 74,180 shares; 2025Q4: 47,781 shares; 2026Q1: 45,240 shares 45,240 $2.19M 0.2% -2,541 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: 25,576 shares; 2024Q4: 25,595 shares; 2025Q1: 25,595 shares; 2025Q2: 25,605 shares; 2025Q3: 25,614 shares; 2025Q4: 25,785 shares; 2026Q1: 25,694 shares 25,694 $1.95M 0.18% -91 Timeline VUSB 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: 53,460 shares; 2024Q4: 56,944 shares; 2025Q1: 60,589 shares; 2025Q2: 48,597 shares; 2025Q3: 55,357 shares; 2025Q4: 44,312 shares; 2026Q1: 37,936 shares 37,936 $1.89M 0.17% -6,376 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: not reported; 2024Q4: not reported; 2025Q1: 3,329 shares; 2025Q2: 9,148 shares; 2025Q3: 12,579 shares; 2025Q4: 13,487 shares; 2026Q1: 16,027 shares 16,027 $1.8M 0.16% +2,540 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: 4,416 shares; 2024Q4: 13,518 shares; 2025Q1: 20,027 shares; 2025Q2: 39,062 shares; 2025Q3: 37,355 shares; 2025Q4: 36,438 shares; 2026Q1: 46,771 shares 46,771 $1.43M 0.13% +10,333 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: 3,831 shares; 2024Q4: 3,844 shares; 2025Q1: 3,869 shares; 2025Q2: 4,177 shares; 2025Q3: 4,187 shares; 2025Q4: 4,327 shares; 2026Q1: 3,871 shares 3,871 $1.38M 0.12% -456 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: 3,009 shares; 2024Q4: 3,058 shares; 2025Q1: 3,215 shares; 2025Q2: 3,704 shares; 2025Q3: 3,704 shares; 2025Q4: 6,234 shares; 2026Q1: 6,501 shares 6,501 $1.35M 0.12% +267 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: 7,619 shares; 2024Q4: 7,673 shares; 2025Q1: 7,683 shares; 2025Q2: 8,269 shares; 2025Q3: 8,252 shares; 2025Q4: 9,035 shares; 2026Q1: 9,201 shares 9,201 $1.14M 0.1% +166 Timeline CIBR 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: 15,717 shares; 2024Q4: 16,155 shares; 2025Q1: 16,533 shares; 2025Q2: 16,425 shares; 2025Q3: 17,334 shares; 2025Q4: 17,544 shares; 2026Q1: 18,040 shares 18,040 $1.13M 0.1% +496 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: 4,129 shares; 2024Q4: 4,157 shares; 2025Q1: 6,805 shares; 2025Q2: 6,789 shares; 2025Q3: 6,799 shares; 2025Q4: 6,949 shares; 2026Q1: 6,596 shares 6,596 $1.12M 0.1% -353 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,772 shares; 2024Q4: 30,697 shares; 2025Q1: 29,886 shares; 2025Q2: 29,656 shares; 2025Q3: 24,008 shares; 2025Q4: 23,590 shares; 2026Q1: 22,079 shares 22,079 $1.07M 0.1% -1,511 Timeline XMHQ 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: 17,956 shares; 2024Q4: 19,096 shares; 2025Q1: 16,444 shares; 2025Q2: 14,289 shares; 2025Q3: 10,162 shares; 2025Q4: 9,917 shares; 2026Q1: 9,899 shares 9,899 $1.02M 0.09% -18 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: 9,622 shares; 2024Q4: 9,652 shares; 2025Q1: 9,290 shares; 2025Q2: 9,341 shares; 2025Q3: 9,341 shares; 2025Q4: 9,397 shares; 2026Q1: 9,397 shares 9,397 $851K 0.08% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,206 shares; 2024Q4: 6,067 shares; 2025Q1: 6,072 shares; 2025Q2: 6,770 shares; 2025Q3: 6,783 shares; 2025Q4: 6,689 shares; 2026Q1: 6,704 shares 6,704 $839K 0.08% +15 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,034 shares; 2025Q1: 1,037 shares; 2025Q2: 1,041 shares; 2025Q3: 1,062 shares; 2025Q4: 1,102 shares; 2026Q1: 1,105 shares 1,105 $719K 0.06% +3 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: 714 shares; 2024Q4: 711 shares; 2025Q1: 706 shares; 2025Q2: 750 shares; 2025Q3: 704 shares; 2025Q4: 6,910 shares; 2026Q1: 6,951 shares 6,951 $668K 0.06% +41 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,212 shares; 2025Q1: 10,342 shares; 2025Q2: 19,687 shares; 2025Q3: 20,368 shares; 2025Q4: 20,765 shares; 2026Q1: 22,563 shares 22,563 $591K 0.05% +1,798 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: 799 shares; 2024Q4: 818 shares; 2025Q1: 836 shares; 2025Q2: 966 shares; 2025Q3: 972 shares; 2025Q4: 1,014 shares; 2026Q1: 1,009 shares 1,009 $577K 0.05% -5 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,129 shares; 2025Q1: 1,254 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,556 shares; 2026Q1: 1,550 shares 1,550 $576K 0.05% -6 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares; 2026Q1: 2,795 shares 2,795 $570K 0.05% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 12,488 shares; 2025Q1: 12,588 shares; 2025Q2: 12,699 shares; 2025Q3: 28,010 shares; 2025Q4: 28,300 shares; 2026Q1: 28,597 shares 28,597 $556K 0.05% +297 Timeline GSST 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: 12,923 shares; 2024Q4: 8,198 shares; 2025Q1: 11,299 shares; 2025Q2: 11,429 shares; 2025Q3: 11,557 shares; 2025Q4: 11,690 shares; 2026Q1: 10,680 shares 10,680 $540K 0.05% -1,010 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: 919 shares; 2024Q4: 954 shares; 2025Q1: 1,070 shares; 2025Q2: 2,546 shares; 2025Q3: 2,549 shares; 2025Q4: 2,533 shares; 2026Q1: 2,499 shares 2,499 $517K 0.05% -34 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,308 shares; 2025Q3: 32,007 shares; 2025Q4: 33,812 shares; 2026Q1: 35,663 shares 35,663 $504K 0.05% +1,851 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: 1,426 shares; 2024Q4: 1,387 shares; 2025Q1: 1,385 shares; 2025Q2: 1,386 shares; 2025Q3: 1,387 shares; 2025Q4: 1,369 shares; 2026Q1: 1,370 shares 1,370 $488K 0.04% +1 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: 6,243 shares; 2025Q1: 6,249 shares; 2025Q2: 6,258 shares; 2025Q3: 6,268 shares; 2025Q4: 6,280 shares; 2026Q1: 6,287 shares 6,287 $485K 0.04% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 2,043 shares; 2025Q4: 2,517 shares; 2026Q1: 2,521 shares 2,521 $484K 0.04% +4 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: 930 shares; 2024Q4: 949 shares; 2025Q1: 1,066 shares; 2025Q2: 1,067 shares; 2025Q3: 1,068 shares; 2025Q4: 1,511 shares; 2026Q1: 1,674 shares 1,674 $480K 0.04% +163 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,074 shares; 2025Q2: 2,125 shares; 2025Q3: 2,126 shares; 2025Q4: 2,127 shares; 2026Q1: 2,443 shares 2,443 $445K 0.04% +316 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: 703 shares; 2024Q4: 728 shares; 2025Q1: 759 shares; 2025Q2: 987 shares; 2025Q3: 989 shares; 2025Q4: 1,351 shares; 2026Q1: 1,367 shares 1,367 $423K 0.04% +16 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,657 shares; 2025Q2: 5,657 shares; 2025Q3: 5,657 shares; 2025Q4: 5,657 shares; 2026Q1: 5,657 shares 5,657 $413K 0.04% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $406K 0.04% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 794 shares; 2025Q1: 922 shares; 2025Q2: 1,080 shares; 2025Q3: 1,081 shares; 2025Q4: 1,384 shares; 2026Q1: 1,357 shares 1,357 $390K 0.04% -27 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: 67 shares; 2024Q4: 70 shares; 2025Q1: 67 shares; 2025Q2: 516 shares; 2025Q3: 493 shares; 2025Q4: 549 shares; 2026Q1: 550 shares 550 $390K 0.04% +1 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: 2,158 shares; 2024Q4: 2,206 shares; 2025Q1: 2,366 shares; 2025Q2: 2,808 shares; 2025Q3: 2,822 shares; 2025Q4: 3,160 shares; 2026Q1: 3,206 shares 3,206 $386K 0.03% +46 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS 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: 5,589 shares; 2025Q4: 11,376 shares; 2026Q1: 14,125 shares 14,125 $385K 0.03% +2,749 Timeline XLRE 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: 8,630 shares; 2024Q4: 8,722 shares; 2025Q1: 8,777 shares; 2025Q2: 8,855 shares; 2025Q3: 8,922 shares; 2025Q4: 9,019 shares; 2026Q1: 9,080 shares 9,080 $371K 0.03% +61 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,645 shares; 2025Q1: 3,228 shares; 2025Q2: 3,256 shares; 2025Q3: 3,256 shares; 2025Q4: 3,301 shares; 2026Q1: 3,301 shares 3,301 $368K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,300 shares; 2025Q1: 1,309 shares; 2025Q2: 1,264 shares; 2025Q3: 1,265 shares; 2025Q4: 1,266 shares; 2026Q1: 1,276 shares 1,276 $362K 0.03% +10 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: 3,627 shares; 2024Q4: 5,245 shares; 2025Q1: 5,635 shares; 2025Q2: 5,660 shares; 2025Q3: 5,677 shares; 2025Q4: 4,886 shares; 2026Q1: 4,787 shares 4,787 $360K 0.03% -99 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,675 shares; 2024Q4: 11,304 shares; 2025Q1: 11,271 shares; 2025Q2: 11,351 shares; 2025Q3: 8,242 shares; 2025Q4: 8,857 shares; 2026Q1: 8,855 shares 8,855 $357K 0.03% -2 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: 11,692 shares; 2024Q4: 11,735 shares; 2025Q1: 11,759 shares; 2025Q2: 11,797 shares; 2025Q3: 11,832 shares; 2025Q4: 11,574 shares; 2026Q1: 11,589 shares 11,589 $351K 0.03% +15 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: 3,636 shares; 2024Q4: 3,701 shares; 2025Q1: 3,806 shares; 2025Q2: 3,842 shares; 2025Q3: 3,879 shares; 2025Q4: 3,914 shares; 2026Q1: 3,956 shares 3,956 $351K 0.03% +42 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: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 1,606 shares 1,606 $343K 0.03% +1,152 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: 3,472 shares; 2024Q4: 3,483 shares; 2025Q1: 3,491 shares; 2025Q2: 5,026 shares; 2025Q3: 4,942 shares; 2025Q4: 4,963 shares; 2026Q1: 5,070 shares 5,070 $342K 0.03% +107 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,385 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $339K 0.03% 0 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: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 2,894 shares; 2025Q3: 2,797 shares; 2025Q4: 2,799 shares; 2026Q1: 2,801 shares 2,801 $332K 0.03% +2 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: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $328K 0.03% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 1,258 shares 1,258 $314K 0.03% +1,218 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: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $306K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,000 shares; 2025Q1: 900 shares; 2025Q2: 1,260 shares; 2025Q3: 1,161 shares; 2025Q4: 1,163 shares; 2026Q1: 1,250 shares 1,250 $295K 0.03% +87 Timeline MOAT 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: 3,463 shares; 2024Q4: 3,563 shares; 2025Q1: 2,891 shares; 2025Q2: 2,891 shares; 2025Q3: 2,891 shares; 2025Q4: 2,909 shares; 2026Q1: 3,039 shares 3,039 $294K 0.03% +130 Timeline JTEK 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: 66 shares; 2025Q2: 66 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares; 2026Q1: 3,639 shares 3,639 $289K 0.03% +657 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,991 shares; 2024Q4: 9,992 shares; 2025Q1: 9,992 shares; 2025Q2: 10,170 shares; 2025Q3: 10,173 shares; 2025Q4: 5,039 shares; 2026Q1: 8,065 shares 8,065 $288K 0.03% +3,026 Timeline IGSB 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: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,850 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares 5,450 $286K 0.03% 0 Timeline PSK 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: 10,555 shares; 2024Q4: 9,077 shares; 2025Q1: 9,087 shares; 2025Q2: 9,104 shares; 2025Q3: 9,121 shares; 2025Q4: 9,144 shares; 2026Q1: 9,141 shares 9,141 $282K 0.03% -3 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: 7,623 shares; 2024Q4: 7,644 shares; 2025Q1: 7,667 shares; 2025Q2: 7,688 shares; 2025Q3: 7,704 shares; 2025Q4: 7,722 shares; 2026Q1: 7,743 shares 7,743 $281K 0.03% +21 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,217 shares; 2024Q4: 5,350 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares 5,350 $274K 0.02% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 7,101 shares; 2025Q1: 7,101 shares; 2025Q2: 7,101 shares; 2025Q3: 7,101 shares; 2025Q4: 6,316 shares; 2026Q1: 6,303 shares 6,303 $270K 0.02% -13 Timeline FQAL 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: 3,629 shares; 2024Q4: 3,643 shares; 2025Q1: 3,654 shares; 2025Q2: 3,665 shares; 2025Q3: 3,676 shares; 2025Q4: 3,686 shares; 2026Q1: 3,700 shares 3,700 $269K 0.02% +14 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: 1,539 shares; 2024Q4: 1,548 shares; 2025Q1: 1,542 shares; 2025Q2: 1,544 shares; 2025Q3: 1,545 shares; 2025Q4: 1,547 shares; 2026Q1: 1,549 shares 1,549 $268K 0.02% +2 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: 301 shares; 2024Q4: 301 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 305 shares 305 $267K 0.02% +2 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: 356 shares; 2024Q4: 358 shares; 2025Q1: 383 shares; 2025Q2: 1,121 shares; 2025Q3: 1,104 shares; 2025Q4: 1,078 shares; 2026Q1: 1,039 shares 1,039 $254K 0.02% -39 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 4,638 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 4,638 shares; 2025Q4: 4,638 shares; 2026Q1: 4,638 shares 4,638 $254K 0.02% 0 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: 1,775 shares; 2024Q4: 1,811 shares; 2025Q1: 1,904 shares; 2025Q2: 2,699 shares; 2025Q3: 2,702 shares; 2025Q4: 3,009 shares; 2026Q1: 2,707 shares 2,707 $251K 0.02% -302 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: 7,409 shares; 2024Q4: 5,631 shares; 2025Q1: 3,232 shares; 2025Q2: 5,988 shares; 2025Q3: 6,152 shares; 2025Q4: 4,199 shares; 2026Q1: 3,908 shares 3,908 $250K 0.02% -291 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: 562 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 564 shares; 2025Q3: 538 shares; 2025Q4: 430 shares; 2026Q1: 431 shares 431 $249K 0.02% +1 Timeline VGIT 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: not reported; 2025Q4: not reported; 2026Q1: 3,887 shares 3,887 $231K 0.02% new 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: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,183 shares; 2025Q2: 1,516 shares; 2025Q3: 1,519 shares; 2025Q4: 1,601 shares; 2026Q1: 1,490 shares 1,490 $231K 0.02% -111 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: 1,264 shares; 2024Q4: 1,190 shares; 2025Q1: 1,448 shares; 2025Q2: 2,036 shares; 2025Q3: 1,873 shares; 2025Q4: 1,567 shares; 2026Q1: 1,593 shares 1,593 $230K 0.02% +26 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,593 shares; 2025Q1: 1,597 shares; 2025Q2: 1,600 shares; 2025Q3: 1,604 shares; 2025Q4: 1,609 shares; 2026Q1: 1,613 shares 1,613 $228K 0.02% +4 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 933 shares; 2026Q1: 933 shares 933 $228K 0.02% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 4,335 shares; 2025Q1: 4,382 shares; 2025Q2: 4,429 shares; 2025Q3: 4,479 shares; 2025Q4: 4,968 shares; 2026Q1: 5,024 shares 5,024 $219K 0.02% +56 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $218K 0.02% 0 Timeline FBT 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: 1,147 shares; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares 1,065 $214K 0.02% 0 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: 509 shares; 2024Q4: 511 shares; 2025Q1: 666 shares; 2025Q2: 690 shares; 2025Q3: 693 shares; 2025Q4: 802 shares; 2026Q1: 622 shares 622 $205K 0.02% -180 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: 6,767 shares; 2024Q4: 6,719 shares; 2025Q1: 6,768 shares; 2025Q2: 6,776 shares; 2025Q3: 6,819 shares; 2025Q4: 6,868 shares; 2026Q1: 6,915 shares 6,915 $200K 0.02% +47 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,382 shares 2,382 $199K 0.02% new 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: 1,086 shares; 2024Q4: 2,221 shares; 2025Q1: 4,221 shares; 2025Q2: 4,665 shares; 2025Q3: 4,235 shares; 2025Q4: 7,742 shares; 2026Q1: 7,742 shares 7,742 $192K 0.02% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,266 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 474 shares; 2025Q4: 732 shares; 2026Q1: 777 shares 777 $186K 0.02% +45 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: 2,013 shares; 2024Q4: 2,016 shares; 2025Q1: 2,019 shares; 2025Q2: 2,021 shares; 2025Q3: 2,023 shares; 2025Q4: 4,052 shares; 2026Q1: 4,057 shares 4,057 $186K 0.02% +5 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,178 shares; 2025Q1: 1,999 shares; 2025Q2: 6,011 shares; 2025Q3: 6,084 shares; 2025Q4: 6,153 shares; 2026Q1: 3,719 shares 3,719 $186K 0.02% -2,434 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: 832 shares; 2024Q4: 783 shares; 2025Q1: 672 shares; 2025Q2: 1,093 shares; 2025Q3: 1,061 shares; 2025Q4: 952 shares; 2026Q1: 633 shares 633 $186K 0.02% -319 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares 1,993 $185K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 76 shares; 2025Q4: 211 shares; 2026Q1: 212 shares 212 $180K 0.02% +1 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,206 shares; 2025Q1: 3,223 shares; 2025Q2: 3,248 shares; 2025Q3: 3,275 shares; 2025Q4: 3,311 shares; 2026Q1: 3,329 shares 3,329 $177K 0.02% +18 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,453 shares; 2025Q3: 3,483 shares; 2025Q4: 3,512 shares; 2026Q1: 3,540 shares 3,540 $176K 0.02% +28 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,183 shares; 2025Q1: 1,202 shares; 2025Q2: 1,185 shares; 2025Q3: 1,186 shares; 2025Q4: 1,186 shares; 2026Q1: 1,187 shares 1,187 $174K 0.02% +1 Timeline VLUE 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: 3,634 shares; 2024Q4: 1,124 shares; 2025Q1: 1,130 shares; 2025Q2: 1,375 shares; 2025Q3: 1,382 shares; 2025Q4: 1,093 shares; 2026Q1: 1,223 shares 1,223 $174K 0.02% +130 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: 901 shares; 2024Q4: 909 shares; 2025Q1: 936 shares; 2025Q2: 942 shares; 2025Q3: 948 shares; 2025Q4: 1,027 shares; 2026Q1: 1,034 shares 1,034 $171K 0.02% +7 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 394 shares; 2026Q1: 394 shares 394 $170K 0.02% 0 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: 54 shares; 2024Q4: 70 shares; 2025Q1: 128 shares; 2025Q2: 680 shares; 2025Q3: 685 shares; 2025Q4: 822 shares; 2026Q1: 778 shares 778 $169K 0.02% -44 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,542 shares; 2025Q1: 2,544 shares; 2025Q2: 2,546 shares; 2025Q3: 2,549 shares; 2025Q4: 2,674 shares; 2026Q1: 2,571 shares 2,571 $167K 0.02% -103 Timeline XLP 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: 1,910 shares; 2024Q4: 1,912 shares; 2025Q1: 1,914 shares; 2025Q2: 1,916 shares; 2025Q3: 1,919 shares; 2025Q4: 1,922 shares; 2026Q1: 1,924 shares 1,924 $158K 0.01% +2 Timeline FNDA 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: 2,335 shares; 2024Q4: 4,695 shares; 2025Q1: 4,704 shares; 2025Q2: 4,716 shares; 2025Q3: 4,730 shares; 2025Q4: 4,752 shares; 2026Q1: 4,761 shares 4,761 $154K 0.01% +9 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: 1,582 shares; 2024Q4: 1,512 shares; 2025Q1: 1,572 shares; 2025Q2: 1,671 shares; 2025Q3: 1,672 shares; 2025Q4: 1,959 shares; 2026Q1: 1,962 shares 1,962 $152K 0.01% +3 Timeline CORP 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: 232 shares; 2024Q4: 285 shares; 2025Q1: 287 shares; 2025Q2: 2,358 shares; 2025Q3: 1,746 shares; 2025Q4: 1,534 shares; 2026Q1: 1,552 shares 1,552 $150K 0.01% +18 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: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares 3,645 $150K 0.01% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 4,365 shares; 2026Q1: 4,365 shares 4,365 $147K 0.01% 0 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: 1,223 shares; 2024Q4: 4,897 shares; 2025Q1: 4,902 shares; 2025Q2: 4,907 shares; 2025Q3: 4,912 shares; 2025Q4: 4,916 shares; 2026Q1: 4,923 shares 4,923 $143K 0.01% +7 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: 1,430 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares 1,451 $141K 0.01% 0 Timeline DSI 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: 1,229 shares; 2024Q4: 1,222 shares; 2025Q1: 1,175 shares; 2025Q2: 1,178 shares; 2025Q3: 1,180 shares; 2025Q4: 1,182 shares; 2026Q1: 1,151 shares 1,151 $140K 0.01% -31 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: 1,444 shares; 2024Q4: 4,358 shares; 2025Q1: 4,382 shares; 2025Q2: 4,405 shares; 2025Q3: 4,427 shares; 2025Q4: 4,452 shares; 2026Q1: 4,473 shares 4,473 $136K 0.01% +21 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: 1,397 shares; 2024Q4: 1,317 shares; 2025Q1: 1,106 shares; 2025Q2: 1,111 shares; 2025Q3: 976 shares; 2025Q4: 983 shares; 2026Q1: 986 shares 986 $136K 0.01% +3 Timeline IUSV 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: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325 $135K 0.01% 0 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: 242 shares; 2024Q4: 249 shares; 2025Q1: 289 shares; 2025Q2: 436 shares; 2025Q3: 437 shares; 2025Q4: 382 shares; 2026Q1: 432 shares 432 $130K 0.01% +50 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: 1,136 shares; 2024Q4: 1,141 shares; 2025Q1: 1,146 shares; 2025Q2: 1,327 shares; 2025Q3: 1,332 shares; 2025Q4: 1,337 shares; 2026Q1: 1,342 shares 1,342 $130K 0.01% +5 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 110 shares; 2025Q2: 562 shares; 2025Q3: 523 shares; 2025Q4: 744 shares; 2026Q1: 663 shares 663 $128K 0.01% -81 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: 835 shares; 2024Q4: 841 shares; 2025Q1: 846 shares; 2025Q2: 852 shares; 2025Q3: 858 shares; 2025Q4: 864 shares; 2026Q1: 869 shares 869 $127K 0.01% +5 Timeline SCHK 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: 2,531 shares; 2024Q4: 4,898 shares; 2025Q1: 4,913 shares; 2025Q2: 4,927 shares; 2025Q3: 4,941 shares; 2025Q4: 4,007 shares; 2026Q1: 4,019 shares 4,019 $126K 0.01% +12 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106 shares; 2025Q1: 16,107 shares; 2025Q2: 16,107 shares; 2025Q3: 16,108 shares; 2025Q4: 16,109 shares; 2026Q1: 6,157 shares 6,157 $123K 0.01% -9,952 Timeline QQQJ 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: 3,109 shares; 2024Q4: 3,112 shares; 2025Q1: 3,117 shares; 2025Q2: 3,126 shares; 2025Q3: 3,136 shares; 2025Q4: 3,265 shares; 2026Q1: 3,270 shares 3,270 $118K 0.01% +5 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: 1,296 shares; 2024Q4: 1,300 shares; 2025Q1: 1,308 shares; 2025Q2: 1,316 shares; 2025Q3: 1,321 shares; 2025Q4: 1,329 shares; 2026Q1: 1,338 shares 1,338 $118K 0.01% +9 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 2,217 shares; 2025Q3: 2,236 shares; 2025Q4: 2,298 shares; 2026Q1: 2,298 shares 2,298 $115K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 163 shares; 2025Q1: 1,671 shares; 2025Q2: 1,676 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,833 shares 1,833 $115K 0.01% +148 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 2,209 shares; 2026Q1: 1,870 shares 1,870 $115K 0.01% -339 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: 1,146 shares; 2025Q4: 1,864 shares; 2026Q1: 2,309 shares 2,309 $115K 0.01% +445 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,891 shares; 2025Q1: 2,912 shares; 2025Q2: 2,943 shares; 2025Q3: 2,957 shares; 2025Q4: 2,986 shares; 2026Q1: 3,009 shares 3,009 $112K 0.01% +23 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 49 shares; 2025Q2: 203 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 834 shares 834 $110K 0.01% +630 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,132 shares; 2026Q1: 2,137 shares 2,137 $110K 0.01% +5 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: 1,010 shares; 2024Q4: 1,017 shares; 2025Q1: 1,018 shares; 2025Q2: 1,034 shares; 2025Q3: 1,045 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares 1,059 $110K 0.01% 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: 1,733 shares; 2024Q4: 1,783 shares; 2025Q1: 1,857 shares; 2025Q2: 2,631 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares 2,480 $109K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $106K 0.01% 0 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: 440 shares; 2024Q4: 445 shares; 2025Q1: 448 shares; 2025Q2: 450 shares; 2025Q3: 453 shares; 2025Q4: 455 shares; 2026Q1: 458 shares 458 $103K 0.01% +3 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: 485 shares; 2024Q4: 485 shares; 2025Q1: 486 shares; 2025Q2: 424 shares; 2025Q3: 400 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $99.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,156 shares 2,156 $99.3K 0.01% new 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: 198 shares; 2024Q4: 155 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $97.1K 0.01% 0 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: 473 shares; 2024Q4: 473 shares; 2025Q1: 403 shares; 2025Q2: 604 shares; 2025Q3: 605 shares; 2025Q4: 606 shares; 2026Q1: 607 shares 607 $94.4K 0.01% +1 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 1,479 shares; 2025Q3: 1,310 shares; 2025Q4: 1,316 shares; 2026Q1: 1,322 shares 1,322 $94.3K 0.01% +6 Timeline FICS 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: 1,566 shares; 2024Q4: 2,346 shares; 2025Q1: 2,355 shares; 2025Q2: 2,384 shares; 2025Q3: 2,389 shares; 2025Q4: 2,391 shares; 2026Q1: 2,376 shares 2,376 $92.7K 0.01% -15 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 257 shares; 2025Q1: 258 shares; 2025Q2: 435 shares; 2025Q3: 436 shares; 2025Q4: 437 shares; 2026Q1: 438 shares 438 $91.5K 0.01% +1 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 648 shares; 2025Q3: 649 shares; 2025Q4: 650 shares; 2026Q1: 651 shares 651 $90.7K 0.01% +1 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: 660 shares; 2024Q4: 663 shares; 2025Q1: 601 shares; 2025Q2: 616 shares; 2025Q3: 143 shares; 2025Q4: 785 shares; 2026Q1: 855 shares 855 $89.4K 0.01% +70 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: 813 shares; 2024Q4: 817 shares; 2025Q1: 821 shares; 2025Q2: 1,815 shares; 2025Q3: 1,821 shares; 2025Q4: 1,826 shares; 2026Q1: 1,832 shares 1,832 $89.3K 0.01% +6 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 259 shares; 2026Q1: 260 shares 260 $87.7K 0.01% +1 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,000 shares; 2026Q1: 1,100 shares 1,100 $84K 0.01% +100 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: 521 shares; 2024Q4: 560 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 554 shares; 2026Q1: 554 shares 554 $80.4K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $80.2K 0.01% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 3,062 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,365 shares 1,365 $78.8K 0.01% 0 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 73 shares; 2025Q2: 319 shares; 2025Q3: 250 shares; 2025Q4: 197 shares; 2026Q1: 348 shares 348 $78.6K 0.01% +151 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 637 shares; 2025Q1: 638 shares; 2025Q2: 639 shares; 2025Q3: 640 shares; 2025Q4: 641 shares; 2026Q1: 643 shares 643 $77.9K 0.01% +2 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,347 shares; 2025Q4: 2,397 shares; 2026Q1: 2,405 shares 2,405 $76.8K 0.01% +8 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 234 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $76.6K 0.01% 0 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: not reported; 2024Q4: 55 shares; 2025Q1: 136 shares; 2025Q2: 588 shares; 2025Q3: 540 shares; 2025Q4: 733 shares; 2026Q1: 736 shares 736 $75.6K 0.01% +3 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: 265 shares; 2024Q4: 268 shares; 2025Q1: 269 shares; 2025Q2: 290 shares; 2025Q3: 273 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $74.3K 0.01% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225 $73.6K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 1,484 shares; 2026Q1: 1,489 shares 1,489 $73.5K 0.01% +5 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: 30 shares; 2025Q1: 30 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $73K 0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 444 shares 444 $72.6K 0.01% +362 Timeline IOO 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: 589 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 598 shares; 2026Q1: 598 shares 598 $72.3K 0.01% 0 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: 22 shares; 2024Q4: 24 shares; 2025Q1: 55 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $72K 0.01% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,230 shares; 2024Q4: 13,276 shares; 2025Q1: 13,335 shares; 2025Q2: 13,391 shares; 2025Q3: 13,452 shares; 2025Q4: 13,525 shares; 2026Q1: 13,618 shares 13,618 $68.6K 0.01% +93 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 312 shares 312 $68.4K 0.01% +300 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $67.5K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 7 shares; 2025Q1: 3 shares; 2025Q2: 231 shares; 2025Q3: 166 shares; 2025Q4: 167 shares; 2026Q1: 188 shares 188 $67.2K 0.01% +21 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,112 shares; 2025Q1: 2,112 shares; 2025Q2: 2,118 shares; 2025Q3: 2,125 shares; 2025Q4: 2,142 shares; 2026Q1: 2,142 shares 2,142 $66.1K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 501 shares; 2025Q3: 502 shares; 2025Q4: 657 shares; 2026Q1: 503 shares 503 $65.9K 0.01% -154 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: 100 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 721 shares; 2025Q3: 580 shares; 2025Q4: 592 shares; 2026Q1: 676 shares 676 $65.2K 0.01% +84 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: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 315 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $64.3K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 534 shares 534 $63.2K 0.01% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,820 shares 1,820 $62.9K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 5,393 shares 5,393 $62.2K 0.01% +5,041 Timeline SPSB 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: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 2,045 shares 2,045 $61.5K 0.01% 0 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: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 724 shares; 2025Q3: 726 shares; 2025Q4: 727 shares; 2026Q1: 728 shares 728 $61K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 565 shares; 2026Q1: 690 shares 690 $59.8K 0.01% +125 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $59.1K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,199 shares; 2025Q1: 1,209 shares; 2025Q2: 1,219 shares; 2025Q3: 1,228 shares; 2025Q4: 1,235 shares; 2026Q1: 1,241 shares 1,241 $58.5K 0.01% +6 Timeline HYS 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: 586 shares; 2025Q3: 596 shares; 2025Q4: 607 shares; 2026Q1: 619 shares 619 $57.7K 0.01% +12 Timeline IMCG 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: 716 shares; 2024Q4: 718 shares; 2025Q1: 719 shares; 2025Q2: 720 shares; 2025Q3: 722 shares; 2025Q4: 723 shares; 2026Q1: 725 shares 725 $57.1K 0.01% +2 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: 84 shares; 2024Q4: 86 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $57K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 502 shares 502 $56.8K 0.01% new Timeline SDVY 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: 4,971 shares; 2024Q4: 5,030 shares; 2025Q1: 4,614 shares; 2025Q2: 2,720 shares; 2025Q3: 1,353 shares; 2025Q4: 1,410 shares; 2026Q1: 1,412 shares 1,412 $55.7K 0.01% +2 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 581 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 597 shares; 2026Q1: 597 shares 597 $55.5K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 376 shares; 2025Q4: 377 shares; 2026Q1: 379 shares 379 $54.8K <0.01% +2 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 204 shares; 2025Q2: 806 shares; 2025Q3: 809 shares; 2025Q4: 812 shares; 2026Q1: 814 shares 814 $54.1K <0.01% +2 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: 9 shares; 2024Q4: 15 shares; 2025Q1: 60 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 116 shares 116 $53.5K <0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 52 shares; 2026Q1: 220 shares 220 $53.3K <0.01% +168 Timeline EWX 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: 781 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 803 shares; 2026Q1: 803 shares 803 $53.1K <0.01% 0 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 41 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 305 shares; 2026Q1: 217 shares 217 $52.7K <0.01% -88 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 1,121 shares 1,121 $52.7K <0.01% +100 Timeline SPEU 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: 1,022 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $52.4K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 132 shares; 2026Q1: 182 shares 182 $52.3K <0.01% +50 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 330 shares; 2025Q2: 489 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 491 shares 491 $51.9K <0.01% +1 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: 1,275 shares; 2024Q4: 1,283 shares; 2025Q1: 1,253 shares; 2025Q2: 1,871 shares; 2025Q3: 1,736 shares; 2025Q4: 1,754 shares; 2026Q1: 1,772 shares 1,772 $50.9K <0.01% +18 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,496 shares; 2025Q1: 4,496 shares; 2025Q2: 4,496 shares; 2025Q3: 4,496 shares; 2025Q4: 4,496 shares; 2026Q1: 4,496 shares 4,496 $50.9K <0.01% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,439 shares; 2026Q1: 2,454 shares 2,454 $50.1K <0.01% +15 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: 423 shares; 2024Q4: 307 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 236 shares 236 $49.8K <0.01% -41 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: 90 shares; 2024Q4: 96 shares; 2025Q1: 169 shares; 2025Q2: 78 shares; 2025Q3: 81 shares; 2025Q4: 303 shares; 2026Q1: 338 shares 338 $49.7K <0.01% +35 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: 702 shares; 2024Q4: 740 shares; 2025Q1: 741 shares; 2025Q2: 977 shares; 2025Q3: 895 shares; 2025Q4: 898 shares; 2026Q1: 989 shares 989 $49.7K <0.01% +91 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: 274 shares; 2024Q4: 277 shares; 2025Q1: 280 shares; 2025Q2: 370 shares; 2025Q3: 373 shares; 2025Q4: 376 shares; 2026Q1: 379 shares 379 $49.7K <0.01% +3 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 55 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 114 shares 114 $49.4K <0.01% +9 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $49.2K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 1,000 shares 1,000 $48.9K <0.01% +212 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: not reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 542 shares; 2026Q1: 675 shares 675 $48.6K <0.01% +133 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares; 2026Q1: 799 shares 799 $48.3K <0.01% +1 Timeline IBTG 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: 1,973 shares; 2024Q4: 2,001 shares; 2025Q1: 2,014 shares; 2025Q2: 2,034 shares; 2025Q3: 2,055 shares; 2025Q4: 2,083 shares; 2026Q1: 2,096 shares 2,096 $48K <0.01% +13 Timeline IBTH 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: 2,013 shares; 2024Q4: 2,041 shares; 2025Q1: 2,054 shares; 2025Q2: 2,075 shares; 2025Q3: 2,095 shares; 2025Q4: 2,122 shares; 2026Q1: 2,135 shares 2,135 $47.9K <0.01% +13 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,899 shares; 2026Q1: 1,920 shares 1,920 $47.5K <0.01% +21 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: 366 shares; 2026Q1: 247 shares 247 $46.8K <0.01% -119 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 534 shares 534 $46.5K <0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly 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: 1,387 shares; 2026Q1: 1,387 shares 1,387 $46.3K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 72 shares; 2025Q2: 697 shares; 2025Q3: 525 shares; 2025Q4: 528 shares; 2026Q1: 578 shares 578 $46K <0.01% +50 Timeline XAR 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: 180 shares; 2025Q2: 180 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $45.9K <0.01% 0 Timeline IBTJ 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: 1,969 shares; 2024Q4: 1,994 shares; 2025Q1: 2,007 shares; 2025Q2: 2,026 shares; 2025Q3: 2,046 shares; 2025Q4: 2,072 shares; 2026Q1: 2,084 shares 2,084 $45.5K <0.01% +12 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: 611 shares; 2024Q4: 515 shares; 2025Q1: 570 shares; 2025Q2: 574 shares; 2025Q3: 577 shares; 2025Q4: 681 shares; 2026Q1: 687 shares 687 $45.3K <0.01% +6 Timeline IBTK 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: 2,156 shares; 2024Q4: 2,184 shares; 2025Q1: 2,198 shares; 2025Q2: 2,220 shares; 2025Q3: 2,241 shares; 2025Q4: 2,269 shares; 2026Q1: 2,282 shares 2,282 $45K <0.01% +13 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $44.1K <0.01% 0 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: not reported; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 238 shares; 2025Q3: 239 shares; 2025Q4: 463 shares; 2026Q1: 464 shares 464 $43.6K <0.01% +1 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 113 shares; 2026Q1: 581 shares 581 $43.2K <0.01% +468 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 438 shares 438 $42.6K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $42.5K <0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 959 shares; 2025Q1: 964 shares; 2025Q2: 989 shares; 2025Q3: 980 shares; 2025Q4: 991 shares; 2026Q1: 999 shares 999 $42.2K <0.01% +8 Timeline SMH 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $42.2K <0.01% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 846 shares; 2025Q1: 848 shares; 2025Q2: 861 shares; 2025Q3: 863 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $41.7K <0.01% 0 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: 1,263 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 427 shares; 2025Q3: 417 shares; 2025Q4: 698 shares; 2026Q1: 578 shares 578 $41.5K <0.01% -120 Timeline USRT 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: 696 shares 696 $41.2K <0.01% 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: 897 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220 $40.9K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 689 shares; 2025Q3: 692 shares; 2025Q4: 695 shares; 2026Q1: 698 shares 698 $40.2K <0.01% +3 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 901 shares; 2025Q3: 703 shares; 2025Q4: 788 shares; 2026Q1: 708 shares 708 $39.9K <0.01% -80 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares 2,098 $39.7K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 730 shares; 2025Q1: 603 shares; 2025Q2: 614 shares; 2025Q3: 397 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $38.7K <0.01% 0 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: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 190 shares 190 $38.7K <0.01% +90 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares 447 $38.3K <0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares 2,875 $38.2K <0.01% 0 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: 254 shares; 2024Q4: 256 shares; 2025Q1: 371 shares; 2025Q2: 506 shares; 2025Q3: 509 shares; 2025Q4: 377 shares; 2026Q1: 419 shares 419 $37.5K <0.01% +42 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $37K <0.01% 0 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 157 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 259 shares; 2026Q1: 287 shares 287 $36.9K <0.01% +28 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 662 shares 662 $36.8K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 120 shares; 2025Q4: 121 shares; 2026Q1: 138 shares 138 $36.7K <0.01% +17 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: 2 shares; 2025Q1: 2 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 82 shares 82 $36.6K <0.01% +7 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 145 shares 145 $36.3K <0.01% -6 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $35.8K <0.01% 0 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: 348 shares; 2026Q1: 348 shares 348 $34.8K <0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 187 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 216 shares 216 $34.5K <0.01% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $34.1K <0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 131 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 140 shares 140 $34K <0.01% +19 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: 594 shares 594 $33.8K <0.01% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 341 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $33.7K <0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly 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: 779 shares; 2026Q1: 779 shares 779 $33.2K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 350 shares; 2025Q1: 353 shares; 2025Q2: 357 shares; 2025Q3: 360 shares; 2025Q4: 363 shares; 2026Q1: 367 shares 367 $33K <0.01% +4 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 176 shares 176 $32.4K <0.01% +1 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 718 shares; 2026Q1: 720 shares 720 $32.2K <0.01% +2 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $32.1K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 158 shares; 2025Q2: 286 shares; 2025Q3: 242 shares; 2025Q4: 243 shares; 2026Q1: 244 shares 244 $32K <0.01% +1 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: 376 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 394 shares; 2026Q1: 395 shares 395 $31.8K <0.01% +1 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: 85 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 295 shares; 2026Q1: 212 shares 212 $31K <0.01% -83 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 226 shares; 2025Q3: 177 shares; 2025Q4: 178 shares; 2026Q1: 179 shares 179 $30.9K <0.01% +1 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,080 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares 1,084 $30.8K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281 shares; 2026Q1: 334 shares 334 $30.4K <0.01% +53 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $30.3K <0.01% 0 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: 1,254 shares; 2024Q4: 767 shares; 2025Q1: 770 shares; 2025Q2: 1,074 shares; 2025Q3: 1,056 shares; 2025Q4: 1,062 shares; 2026Q1: 1,069 shares 1,069 $30K <0.01% +7 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 427 shares; 2025Q1: 636 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares 781 $30K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 665 shares 665 $29.8K <0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $29.3K <0.01% 0 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: 6 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 29 shares 29 $29.1K <0.01% +22 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: 374 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 370 shares; 2025Q3: 372 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $28.9K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $28.6K <0.01% 0 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT 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: 688 shares 688 $28.6K <0.01% new Timeline XSHQ 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: 931 shares; 2024Q4: 815 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $28.5K <0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly 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: 960 shares; 2026Q1: 960 shares 960 $27.8K <0.01% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 553 shares 553 $27.6K <0.01% +452 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: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 231 shares 231 $27.4K <0.01% +52 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: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $27.3K <0.01% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $27.2K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 200 shares; 2025Q3: 205 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $26.5K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK 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: 391 shares; 2026Q1: 391 shares 391 $26.4K <0.01% 0 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 385 shares; 2025Q2: 1,147 shares; 2025Q3: 1,149 shares; 2025Q4: 1,152 shares; 2026Q1: 1,155 shares 1,155 $26.3K <0.01% +3 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $26.2K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 316 shares; 2025Q3: 318 shares; 2025Q4: 320 shares; 2026Q1: 323 shares 323 $26.2K <0.01% +3 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 440 shares; 2025Q3: 353 shares; 2025Q4: 357 shares; 2026Q1: 361 shares 361 $25.7K <0.01% +4 Timeline TIP 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: 2,279 shares; 2024Q4: 2,316 shares; 2025Q1: 2,257 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: 231 shares 231 $25.5K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 165 shares 165 $25.3K <0.01% +100 Timeline XITK 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: 172 shares 172 $25.2K <0.01% new 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: 1,749 shares; 2024Q4: 1,783 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 464 shares; 2025Q4: 466 shares; 2026Q1: 466 shares 466 $25.2K <0.01% 0 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $25.1K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares 231 $25K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 26 shares; 2025Q2: 626 shares; 2025Q3: 446 shares; 2025Q4: 452 shares; 2026Q1: 457 shares 457 $24.7K <0.01% +5 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $24.7K <0.01% 0 Timeline SHE 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: 189 shares; 2024Q4: 189 shares; 2025Q1: 190 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $24.6K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 15 shares; 2026Q1: 27 shares 27 $24.3K <0.01% +12 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 154 shares 154 $24.2K <0.01% +1 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 955 shares; 2026Q1: 1,161 shares 1,161 $24K <0.01% +206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $23.8K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,218 shares 1,218 $23.5K <0.01% +200 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 203 shares; 2025Q4: 205 shares; 2026Q1: 207 shares 207 $23.4K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 155 shares 155 $23.3K <0.01% -4 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 360 shares 360 $23.2K <0.01% +109 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $23.1K <0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156 shares 156 $23K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $23K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 138 shares; 2026Q1: 66 shares 66 $22.6K <0.01% -72 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 273 shares; 2026Q1: 275 shares 275 $22.6K <0.01% +2 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $22.5K <0.01% 0 Timeline IUSG 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: 143 shares; 2024Q4: 143 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $22.4K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113 shares 113 $22.3K <0.01% new Timeline LAZ LAZARD INC More: the full row for LAZARD 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: 505 shares; 2025Q3: 510 shares; 2025Q4: 515 shares; 2026Q1: 520 shares 520 $22.1K <0.01% +5 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares 473 $22.1K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 241 shares; 2026Q1: 292 shares 292 $21.9K <0.01% +51 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $21.8K <0.01% new Timeline GARP 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: 339 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $21.8K <0.01% 0 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: 4 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 44 shares 44 $21.6K <0.01% +6 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $21.6K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 41 shares; 2026Q1: 22 shares 22 $21.5K <0.01% -19 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 1,437 shares; 2025Q3: 1,445 shares; 2025Q4: 1,468 shares; 2026Q1: 1,445 shares 1,445 $21.5K <0.01% -23 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: 1,615 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 767 shares 767 $21.1K <0.01% 0 Timeline RPV 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: not reported; 2025Q4: not reported; 2026Q1: 192 shares 192 $20.6K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 800 shares; 2025Q3: 802 shares; 2025Q4: 885 shares; 2026Q1: 1,212 shares 1,212 $20.6K <0.01% +327 Timeline MDYG 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $20.5K <0.01% 0 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 212 shares; 2026Q1: 109 shares 109 $20.4K <0.01% -103 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $20.4K <0.01% 0 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: 7 shares; 2025Q1: 7 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $20.3K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR 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: 600 shares 600 $20.3K <0.01% new 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: not reported; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 171 shares 171 $20.2K <0.01% +67 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 452 shares 452 $19.9K <0.01% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 481 shares; 2026Q1: 489 shares 489 $19.8K <0.01% +8 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 213 shares 213 $19.7K <0.01% +2 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly 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: 700 shares 700 $19.7K <0.01% new Timeline TECB 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: 352 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $19.6K <0.01% 0 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $19.3K <0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 70 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $18.9K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 423 shares; 2025Q2: 424 shares; 2025Q3: 402 shares; 2025Q4: 406 shares; 2026Q1: 410 shares 410 $18.9K <0.01% +4 Timeline MDYV 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: 214 shares; 2024Q4: 215 shares; 2025Q1: 216 shares; 2025Q2: 217 shares; 2025Q3: 218 shares; 2025Q4: 219 shares; 2026Q1: 220 shares 220 $18.7K <0.01% +1 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: 7 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 37 shares 37 $18.6K <0.01% +24 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: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 39 shares; 2026Q1: 52 shares 52 $18.4K <0.01% +13 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: 7 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $18.3K <0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares 1,302 $18K <0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 2,454 shares 2,454 $17.9K <0.01% new 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: 26 shares; 2024Q4: 20 shares; 2025Q1: 115 shares; 2025Q2: 152 shares; 2025Q3: 153 shares; 2025Q4: 204 shares; 2026Q1: 58 shares 58 $17.9K <0.01% -146 Timeline SLYG 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $17.9K <0.01% 0 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: 182 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 185 shares; 2025Q3: 186 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $17.8K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 857 shares; 2025Q3: 839 shares; 2025Q4: 388 shares; 2026Q1: 389 shares 389 $17.6K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 202 shares; 2025Q4: 326 shares; 2026Q1: 205 shares 205 $17.5K <0.01% -121 Timeline IMCV 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: 198 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 202 shares; 2025Q3: 203 shares; 2025Q4: 204 shares; 2026Q1: 205 shares 205 $17.4K <0.01% +1 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 166 shares; 2025Q3: 167 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $17.3K <0.01% 0 Timeline CWB 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 187 shares 187 $17.1K <0.01% +124 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 43 shares 43 $17.1K <0.01% -6 Timeline PCEF 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: not reported; 2025Q4: not reported; 2026Q1: 908 shares 908 $17.1K <0.01% 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: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $17.1K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL 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: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 441 shares 441 $16.8K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690 $16.8K <0.01% 0 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 96 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $16.7K <0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322 $16.7K <0.01% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL 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: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares 695 $16.6K <0.01% 0 Timeline SPYD 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: 362 shares 362 $16.5K <0.01% new Timeline BOTZ 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: 492 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 495 shares 495 $16.4K <0.01% +2 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $16.4K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 36 shares; 2025Q1: 75 shares; 2025Q2: 168 shares; 2025Q3: 146 shares; 2025Q4: 130 shares; 2026Q1: 82 shares 82 $16.3K <0.01% -48 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly 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: 308 shares; 2026Q1: 308 shares 308 $16.3K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $16.2K <0.01% 0 Timeline AAXJ 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: 167 shares; 2026Q1: 167 shares 167 $16.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 182 shares; 2026Q1: 121 shares 121 $15.8K <0.01% -61 Timeline FYX 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: 132 shares; 2026Q1: 132 shares 132 $15.8K <0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 252 shares; 2026Q1: 253 shares 253 $15.7K <0.01% +1 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 235 shares; 2025Q3: 201 shares; 2025Q4: 202 shares; 2026Q1: 203 shares 203 $15.7K <0.01% +1 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,799 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares 1,799 $15.6K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 153 shares; 2025Q4: 155 shares; 2026Q1: 158 shares 158 $15.5K <0.01% +3 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 55 shares; 2026Q1: 26 shares 26 $15.4K <0.01% -29 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $15.3K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $15.3K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 752 shares 752 $15.2K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 100 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 401 shares 401 $15.1K <0.01% +300 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 95 shares; 2026Q1: 88 shares 88 $15.1K <0.01% -7 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $15K <0.01% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL 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: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $14.8K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 108 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 111 shares 111 $14.7K <0.01% +1 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 70 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $14.7K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 49 shares 49 $14.3K <0.01% +12 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $14.2K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $14.2K <0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $14.1K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 112 shares; 2025Q2: 529 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 539 shares 539 $14.1K <0.01% +3 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: 18 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 118 shares; 2026Q1: 28 shares 28 $14K <0.01% -90 Timeline CANC TEMA ETF TRUST More: the full row for TEMA 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: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares 376 $13.8K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $13.7K <0.01% 0 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $13.6K <0.01% new Timeline IQLT 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: 182 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 186 shares; 2026Q1: 293 shares 293 $13.6K <0.01% +107 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 137 shares; 2025Q2: 138 shares; 2025Q3: 140 shares; 2025Q4: 141 shares; 2026Q1: 266 shares 266 $13.5K <0.01% +125 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: 207 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $13.2K <0.01% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 305 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 310 shares 310 $13.2K <0.01% +4 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 102 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $13.1K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 203 shares; 2025Q4: 221 shares; 2026Q1: 224 shares 224 $13.1K <0.01% +3 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $13K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $12.7K <0.01% 0 Timeline ROBT 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $12.7K <0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $12.6K <0.01% new Timeline ICF 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: 343 shares; 2026Q1: 203 shares 203 $12.6K <0.01% -140 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $12.5K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $12.4K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $12.3K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 62 shares; 2025Q3: 62 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $12.3K <0.01% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES 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: 100 shares 100 $12.2K <0.01% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 511 shares 511 $12.2K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 58 shares 58 $12.1K <0.01% +19 Timeline RWL 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: 101 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $11.9K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $11.9K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 21 shares 21 $11.8K <0.01% +5 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $11.8K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 413 shares; 2025Q1: 415 shares; 2025Q2: 417 shares; 2025Q3: 418 shares; 2025Q4: 420 shares; 2026Q1: 422 shares 422 $11.8K <0.01% +2 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: 12 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $11.7K <0.01% 0 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: 5 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 127 shares 127 $11.7K <0.01% +37 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 232 shares; 2025Q3: 234 shares; 2025Q4: 236 shares; 2026Q1: 238 shares 238 $11.7K <0.01% +2 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $11.6K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 233 shares; 2025Q3: 234 shares; 2025Q4: 235 shares; 2026Q1: 236 shares 236 $11.5K <0.01% +1 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $11.5K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 29 shares 29 $11.5K <0.01% -8 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 73 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 75 shares; 2026Q1: 76 shares 76 $11.5K <0.01% +1 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $11.5K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $11.3K <0.01% 0 Timeline EPOL 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: 300 shares 300 $10.9K <0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $10.7K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 104 shares; 2025Q3: 105 shares; 2025Q4: 106 shares; 2026Q1: 107 shares 107 $10.3K <0.01% +1 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $10.2K <0.01% 0 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: 125 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $10.1K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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 shares; 2026Q1: 49 shares 49 $10.1K <0.01% +43 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: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 75 shares; 2026Q1: 61 shares 61 $10.1K <0.01% -14 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 146 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $10K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 280 shares; 2025Q1: 282 shares; 2025Q2: 285 shares; 2025Q3: 202 shares; 2025Q4: 120 shares; 2026Q1: 121 shares 121 $9.99K <0.01% +1 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $9.91K <0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172 shares; 2025Q1: 173 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 177 shares; 2026Q1: 178 shares 178 $9.86K <0.01% +1 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: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162 shares; 2026Q1: 50 shares 50 $9.71K <0.01% -112 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 154 shares 154 $9.64K <0.01% +1 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $9.42K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 100 shares 100 $9.36K <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $9.28K <0.01% 0 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 346 shares; 2026Q1: 346 shares 346 $9.27K <0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $9.11K <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,002 shares; 2025Q4: 1,004 shares; 2026Q1: 1,008 shares 1,008 $9.09K <0.01% +4 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 10 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $8.95K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 59 shares 59 $8.9K <0.01% -2 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 109 shares; 2026Q1: 107 shares 107 $8.86K <0.01% -2 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: 180 shares; 2025Q2: 182 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 189 shares 189 $8.75K <0.01% +6 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $8.6K <0.01% 0 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: 261 shares; 2026Q1: 261 shares 261 $8.55K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 19 shares 19 $8.54K <0.01% -42 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 39 shares 39 $8.53K <0.01% +23 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares 226 $8.46K <0.01% 0 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,193 shares; 2025Q1: 1,224 shares; 2025Q2: 1,256 shares; 2025Q3: 1,285 shares; 2025Q4: 1,376 shares; 2026Q1: 1,406 shares 1,406 $8.45K <0.01% +30 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $8.45K <0.01% 0 Timeline SPGP 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: 77 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $8.44K <0.01% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares 1,023 $8.36K <0.01% 0 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly 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: 275 shares 275 $8.33K <0.01% new 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: 478 shares; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 283 shares; 2025Q3: 284 shares; 2025Q4: 285 shares; 2026Q1: 286 shares 286 $8.31K <0.01% +1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $8.24K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 56 shares 56 $8.02K <0.01% +20 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: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 793 shares; 2025Q3: 794 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $7.81K <0.01% 0 Timeline