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: 91,298 shares; 2024Q4: 88,540 shares; 2025Q1: 88,452 shares; 2025Q2: 88,400 shares; 2025Q3: 88,457 shares; 2025Q4: 88,107 shares; 2026Q1: 87,834 shares 87,834 $24.9M 5.73% -273 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: 22,832 shares; 2024Q4: 21,292 shares; 2025Q1: 21,406 shares; 2025Q2: 21,362 shares; 2025Q3: 21,366 shares; 2025Q4: 21,455 shares; 2026Q1: 21,395 shares 21,395 $18.7M 4.29% -60 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: 75,831 shares; 2024Q4: 81,611 shares; 2025Q1: 81,721 shares; 2025Q2: 72,015 shares; 2025Q3: 64,912 shares; 2025Q4: 64,957 shares; 2026Q1: 64,951 shares 64,951 $11.3M 2.6% -6 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: 54,467 shares; 2024Q4: 177,542 shares; 2025Q1: 225,687 shares; 2025Q2: 253,873 shares; 2025Q3: 252,193 shares; 2025Q4: 251,817 shares; 2026Q1: 246,258 shares 246,258 $10.5M 2.41% -5,559 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,390 shares; 2024Q4: 293,536 shares; 2025Q1: 348,284 shares; 2025Q2: 363,991 shares; 2025Q3: 364,034 shares; 2025Q4: 397,795 shares; 2026Q1: 440,395 shares 440,395 $10.2M 2.35% +42,600 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: 33,951 shares; 2024Q4: 35,937 shares; 2025Q1: 36,299 shares; 2025Q2: 36,029 shares; 2025Q3: 35,661 shares; 2025Q4: 35,514 shares; 2026Q1: 35,558 shares 35,558 $9.02M 2.07% +44 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,812 shares; 2024Q4: 13,922 shares; 2025Q1: 13,954 shares; 2025Q2: 16,461 shares; 2025Q3: 14,588 shares; 2025Q4: 14,448 shares; 2026Q1: 14,241 shares 14,241 $8.22M 1.89% -207 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: 21,230 shares; 2024Q4: 21,378 shares; 2025Q1: 21,635 shares; 2025Q2: 21,666 shares; 2025Q3: 21,674 shares; 2025Q4: 20,975 shares; 2026Q1: 21,315 shares 21,315 $7.89M 1.81% +340 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: 91,035 shares; 2024Q4: 97,154 shares; 2025Q1: 94,678 shares; 2025Q2: 98,243 shares; 2025Q3: 98,529 shares; 2025Q4: 97,649 shares; 2026Q1: 96,528 shares 96,528 $7.63M 1.75% -1,121 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,307 shares; 2024Q4: 77,692 shares; 2025Q1: 55,605 shares; 2025Q2: 57,439 shares; 2025Q3: 53,206 shares; 2025Q4: 52,167 shares; 2026Q1: 79,222 shares 79,222 $7.26M 1.67% +27,055 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,960 shares; 2024Q4: 240,399 shares; 2025Q1: 235,436 shares; 2025Q2: 246,991 shares; 2025Q3: 262,338 shares; 2025Q4: 271,393 shares; 2026Q1: 276,481 shares 276,481 $7.09M 1.63% +5,088 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: 7,056 shares; 2024Q4: 7,878 shares; 2025Q1: 8,995 shares; 2025Q2: 11,069 shares; 2025Q3: 10,607 shares; 2025Q4: 10,590 shares; 2026Q1: 10,560 shares 10,560 $6.87M 1.58% -30 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: 39,079 shares; 2025Q1: 42,203 shares; 2025Q2: 68,406 shares; 2025Q3: 76,135 shares; 2025Q4: 78,568 shares; 2026Q1: 54,922 shares 54,922 $6.16M 1.42% -23,646 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: 9,780 shares; 2024Q4: 11,507 shares; 2025Q1: 14,188 shares; 2025Q2: 15,717 shares; 2025Q3: 14,869 shares; 2025Q4: 15,657 shares; 2026Q1: 16,242 shares 16,242 $6.04M 1.39% +585 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,191 shares; 2024Q4: 112,154 shares; 2025Q1: 131,354 shares; 2025Q2: 134,649 shares; 2025Q3: 155,911 shares; 2025Q4: 167,919 shares; 2026Q1: 173,996 shares 173,996 $5.99M 1.38% +6,077 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 9,816 shares; 2025Q1: 8,687 shares; 2025Q2: 8,639 shares; 2025Q3: 8,895 shares; 2025Q4: 8,746 shares; 2026Q1: 8,682 shares 8,682 $5.67M 1.3% -64 Timeline IBHF 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: 43,544 shares; 2024Q4: 131,127 shares; 2025Q1: 188,092 shares; 2025Q2: 209,534 shares; 2025Q3: 188,906 shares; 2025Q4: 261,926 shares; 2026Q1: 226,276 shares 226,276 $5.19M 1.19% -35,650 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: 33,672 shares; 2024Q4: 59,766 shares; 2025Q1: 69,200 shares; 2025Q2: 53,332 shares; 2025Q3: 48,825 shares; 2025Q4: 51,873 shares; 2026Q1: 67,658 shares 67,658 $5.18M 1.19% +15,785 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: 25,924 shares; 2024Q4: 24,983 shares; 2025Q1: 23,861 shares; 2025Q2: 24,518 shares; 2025Q3: 24,620 shares; 2025Q4: 23,903 shares; 2026Q1: 23,205 shares 23,205 $4.99M 1.15% -698 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: 77,113 shares; 2024Q4: 158,891 shares; 2025Q1: 168,672 shares; 2025Q2: 177,387 shares; 2025Q3: 187,775 shares; 2025Q4: 193,986 shares; 2026Q1: 193,781 shares 193,781 $4.8M 1.1% -205 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153,900 shares; 2025Q1: 145,900 shares; 2025Q2: 142,150 shares; 2025Q3: 130,250 shares; 2025Q4: 137,250 shares; 2026Q1: 132,256 shares 132,256 $4.79M 1.1% -4,994 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: 39,951 shares; 2024Q4: 121,586 shares; 2025Q1: 124,417 shares; 2025Q2: 132,037 shares; 2025Q3: 142,943 shares; 2025Q4: 148,999 shares; 2026Q1: 151,291 shares 151,291 $4.21M 0.97% +2,292 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: 16,103 shares; 2024Q4: 17,404 shares; 2025Q1: 17,328 shares; 2025Q2: 18,451 shares; 2025Q3: 18,393 shares; 2025Q4: 19,485 shares; 2026Q1: 19,762 shares 19,762 $4.12M 0.95% +277 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: 13,282 shares; 2024Q4: 15,193 shares; 2025Q1: 15,480 shares; 2025Q2: 14,814 shares; 2025Q3: 14,002 shares; 2025Q4: 14,091 shares; 2026Q1: 14,260 shares 14,260 $4.1M 0.94% +169 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: 28,578 shares; 2024Q4: 113,252 shares; 2025Q1: 106,027 shares; 2025Q2: 111,628 shares; 2025Q3: 118,916 shares; 2025Q4: 122,860 shares; 2026Q1: 125,033 shares 125,033 $3.64M 0.84% +2,173 Timeline PPA 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: 3,655 shares; 2025Q3: 16,395 shares; 2025Q4: 20,295 shares; 2026Q1: 20,935 shares 20,935 $3.47M 0.8% +640 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,529 shares; 2024Q4: 11,121 shares; 2025Q1: 11,461 shares; 2025Q2: 12,084 shares; 2025Q3: 11,623 shares; 2025Q4: 11,298 shares; 2026Q1: 11,565 shares 11,565 $3.4M 0.78% +267 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: 24,061 shares; 2024Q4: 24,489 shares; 2025Q1: 24,961 shares; 2025Q2: 25,045 shares; 2025Q3: 25,959 shares; 2025Q4: 26,018 shares; 2026Q1: 27,170 shares 27,170 $3.38M 0.78% +1,152 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,520 shares; 2025Q1: 109,520 shares; 2025Q2: 64,930 shares; 2025Q3: 65,336 shares; 2025Q4: 67,236 shares; 2026Q1: 72,136 shares 72,136 $3.35M 0.77% +4,900 Timeline ICSH 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: 98,028 shares; 2024Q4: 74,406 shares; 2025Q1: 79,365 shares; 2025Q2: 80,611 shares; 2025Q3: 80,945 shares; 2025Q4: 69,677 shares; 2026Q1: 62,820 shares 62,820 $3.18M 0.73% -6,857 Timeline DYNF 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: 15,773 shares; 2024Q4: 19,992 shares; 2025Q1: 28,337 shares; 2025Q2: 32,607 shares; 2025Q3: 39,968 shares; 2025Q4: 42,136 shares; 2026Q1: 50,988 shares 50,988 $2.97M 0.68% +8,852 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,980 shares; 2025Q4: 106,980 shares; 2026Q1: 120,480 shares 120,480 $2.88M 0.66% +13,500 Timeline GMOI GMO ETF TRUST More: the full row for GMO 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: 78,730 shares 78,730 $2.85M 0.66% new 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: 8,598 shares; 2024Q4: 8,536 shares; 2025Q1: 8,802 shares; 2025Q2: 8,802 shares; 2025Q3: 8,926 shares; 2025Q4: 8,868 shares; 2026Q1: 8,867 shares 8,867 $2.84M 0.65% -1 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 8,353 shares; 2025Q1: 7,940 shares; 2025Q2: 13,933 shares; 2025Q3: 28,314 shares; 2025Q4: 15,991 shares; 2026Q1: 31,780 shares 31,780 $2.76M 0.63% +15,789 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: 42,376 shares; 2024Q4: 43,797 shares; 2025Q1: 45,889 shares; 2025Q2: 48,503 shares; 2025Q3: 53,916 shares; 2025Q4: 54,910 shares; 2026Q1: 54,941 shares 54,941 $2.69M 0.62% +31 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: 8,568 shares; 2024Q4: 10,959 shares; 2025Q1: 15,438 shares; 2025Q2: 15,660 shares; 2025Q3: 17,144 shares; 2025Q4: 17,480 shares; 2026Q1: 23,482 shares 23,482 $2.66M 0.61% +6,002 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,694 shares; 2024Q4: 65,072 shares; 2025Q1: 89,378 shares; 2025Q2: 97,981 shares; 2025Q3: 97,782 shares; 2025Q4: 92,641 shares; 2026Q1: 95,691 shares 95,691 $2.6M 0.6% +3,050 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,552 shares; 2024Q4: 16,405 shares; 2025Q1: 16,800 shares; 2025Q2: 17,015 shares; 2025Q3: 14,538 shares; 2025Q4: 14,154 shares; 2026Q1: 13,837 shares 13,837 $2.51M 0.58% -317 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 7,023 shares; 2025Q1: 16,408 shares; 2025Q2: 27,200 shares; 2025Q3: 19,960 shares; 2025Q4: 18,153 shares; 2026Q1: 22,437 shares 22,437 $2.48M 0.57% +4,284 Timeline SPTS 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: 104,702 shares; 2024Q4: 95,559 shares; 2025Q1: 88,131 shares; 2025Q2: 92,677 shares; 2025Q3: 89,411 shares; 2025Q4: 82,418 shares; 2026Q1: 83,169 shares 83,169 $2.43M 0.56% +751 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,762 shares; 2025Q1: 3,762 shares; 2025Q2: 3,762 shares; 2025Q3: 4,261 shares; 2025Q4: 4,171 shares; 2026Q1: 6,950 shares 6,950 $2.38M 0.55% +2,779 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,903 shares; 2024Q4: 63,438 shares; 2025Q1: 79,930 shares; 2025Q2: 82,695 shares; 2025Q3: 66,923 shares; 2025Q4: 65,863 shares; 2026Q1: 66,145 shares 66,145 $2.37M 0.55% +282 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,342 shares; 2024Q4: 98,285 shares; 2025Q1: 89,596 shares; 2025Q2: 91,257 shares; 2025Q3: 93,693 shares; 2025Q4: 89,938 shares; 2026Q1: 92,559 shares 92,559 $2.37M 0.55% +2,621 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,089 shares; 2025Q1: 18,639 shares; 2025Q2: 18,639 shares; 2025Q3: 19,489 shares; 2025Q4: 3,639 shares; 2026Q1: 41,752 shares 41,752 $2.37M 0.54% +38,113 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,917 shares; 2025Q1: 5,496 shares; 2025Q2: 6,867 shares; 2025Q3: 5,503 shares; 2025Q4: 7,459 shares; 2026Q1: 11,055 shares 11,055 $2.33M 0.54% +3,596 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: 12,931 shares; 2024Q4: 13,165 shares; 2025Q1: 13,509 shares; 2025Q2: 15,467 shares; 2025Q3: 15,884 shares; 2025Q4: 15,921 shares; 2026Q1: 15,489 shares 15,489 $2.28M 0.52% -432 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: 5,001 shares; 2024Q4: 7,731 shares; 2025Q1: 9,364 shares; 2025Q2: 9,108 shares; 2025Q3: 8,525 shares; 2025Q4: 8,421 shares; 2026Q1: 8,752 shares 8,752 $2.17M 0.5% +331 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: 30,892 shares; 2024Q4: 30,694 shares; 2025Q1: 30,687 shares; 2025Q2: 30,632 shares; 2025Q3: 30,604 shares; 2025Q4: 30,451 shares; 2026Q1: 30,447 shares 30,447 $2.17M 0.5% -4 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 3,147 shares; 2025Q1: 3,201 shares; 2025Q2: 3,338 shares; 2025Q3: 3,344 shares; 2025Q4: 3,625 shares; 2026Q1: 3,749 shares 3,749 $2.14M 0.49% +124 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,289 shares; 2024Q4: 25,253 shares; 2025Q1: 25,162 shares; 2025Q2: 32,836 shares; 2025Q3: 31,804 shares; 2025Q4: 30,699 shares; 2026Q1: 28,760 shares 28,760 $2.14M 0.49% -1,939 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: 5,518 shares; 2024Q4: 6,002 shares; 2025Q1: 5,951 shares; 2025Q2: 6,105 shares; 2025Q3: 6,242 shares; 2025Q4: 6,102 shares; 2026Q1: 6,057 shares 6,057 $2.13M 0.49% -45 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 2,750 shares; 2025Q1: 2,891 shares; 2025Q2: 2,415 shares; 2025Q3: 2,391 shares; 2025Q4: 2,294 shares; 2026Q1: 2,302 shares 2,302 $2.12M 0.49% +8 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: 19,350 shares; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 9,070 shares; 2025Q4: 12,600 shares; 2026Q1: 19,031 shares 19,031 $2.11M 0.48% +6,431 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: 12,436 shares; 2024Q4: 34,539 shares; 2025Q1: 36,205 shares; 2025Q2: 25,192 shares; 2025Q3: 24,482 shares; 2025Q4: 23,853 shares; 2026Q1: 23,465 shares 23,465 $2.06M 0.47% -388 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: 8,808 shares; 2024Q4: 9,352 shares; 2025Q1: 9,152 shares; 2025Q2: 8,984 shares; 2025Q3: 8,600 shares; 2025Q4: 8,063 shares; 2026Q1: 8,305 shares 8,305 $2.03M 0.47% +242 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: 20,918 shares; 2024Q4: 22,538 shares; 2025Q1: 22,932 shares; 2025Q2: 25,202 shares; 2025Q3: 25,326 shares; 2025Q4: 25,210 shares; 2026Q1: 25,817 shares 25,817 $2M 0.46% +607 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: 11,263 shares; 2024Q4: 11,198 shares; 2025Q1: 11,445 shares; 2025Q2: 11,370 shares; 2025Q3: 12,210 shares; 2025Q4: 12,277 shares; 2026Q1: 12,500 shares 12,500 $2M 0.46% +223 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,553 shares; 2024Q4: 54,830 shares; 2025Q1: 49,422 shares; 2025Q2: 47,012 shares; 2025Q3: 38,166 shares; 2025Q4: 38,874 shares; 2026Q1: 43,092 shares 43,092 $1.99M 0.46% +4,218 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: 1,651 shares; 2024Q4: 1,759 shares; 2025Q1: 1,898 shares; 2025Q2: 1,978 shares; 2025Q3: 1,870 shares; 2025Q4: 1,926 shares; 2026Q1: 1,993 shares 1,993 $1.99M 0.46% +67 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: 16,001 shares; 2024Q4: 16,334 shares; 2025Q1: 16,531 shares; 2025Q2: 15,895 shares; 2025Q3: 14,440 shares; 2025Q4: 13,126 shares; 2026Q1: 13,062 shares 13,062 $1.98M 0.45% -64 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 19,529 shares; 2025Q1: 37,856 shares; 2025Q2: 40,355 shares; 2025Q3: 40,336 shares; 2025Q4: 41,235 shares; 2026Q1: 43,123 shares 43,123 $1.97M 0.45% +1,888 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,267 shares; 2024Q4: 30,055 shares; 2025Q1: 33,825 shares; 2025Q2: 38,278 shares; 2025Q3: 39,137 shares; 2025Q4: 39,948 shares; 2026Q1: 40,665 shares 40,665 $1.93M 0.44% +717 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: 6,470 shares; 2024Q4: 7,634 shares; 2025Q1: 10,148 shares; 2025Q2: 12,119 shares; 2025Q3: 12,302 shares; 2025Q4: 8,961 shares; 2026Q1: 9,972 shares 9,972 $1.91M 0.44% +1,011 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 7,882 shares; 2025Q1: 17,390 shares; 2025Q2: 18,687 shares; 2025Q3: 18,464 shares; 2025Q4: 18,610 shares; 2026Q1: 19,333 shares 19,333 $1.82M 0.42% +723 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,292 shares; 2024Q4: 44,043 shares; 2025Q1: 53,402 shares; 2025Q2: 55,855 shares; 2025Q3: 48,198 shares; 2025Q4: 46,656 shares; 2026Q1: 47,064 shares 47,064 $1.81M 0.42% +408 Timeline SPEM 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: 7,232 shares; 2024Q4: 15,071 shares; 2025Q1: 32,182 shares; 2025Q2: 34,756 shares; 2025Q3: 34,945 shares; 2025Q4: 35,981 shares; 2026Q1: 38,508 shares 38,508 $1.81M 0.42% +2,527 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: 13,395 shares; 2024Q4: 13,531 shares; 2025Q1: 16,741 shares; 2025Q2: 16,654 shares; 2025Q3: 14,974 shares; 2025Q4: 14,736 shares; 2026Q1: 14,830 shares 14,830 $1.8M 0.41% +94 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,609 shares; 2025Q1: 4,929 shares; 2025Q2: 4,941 shares; 2025Q3: 4,912 shares; 2025Q4: 4,880 shares; 2026Q1: 4,858 shares 4,858 $1.74M 0.4% -22 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: 5,908 shares; 2024Q4: 6,693 shares; 2025Q1: 6,864 shares; 2025Q2: 7,275 shares; 2025Q3: 7,179 shares; 2025Q4: 7,394 shares; 2026Q1: 7,576 shares 7,576 $1.74M 0.4% +182 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: not reported; 2024Q4: 38,780 shares; 2025Q1: 27,060 shares; 2025Q2: 38,017 shares; 2025Q3: 21,758 shares; 2025Q4: 20,708 shares; 2026Q1: 22,608 shares 22,608 $1.7M 0.39% +1,900 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: 7,161 shares; 2024Q4: 7,608 shares; 2025Q1: 7,756 shares; 2025Q2: 8,128 shares; 2025Q3: 8,143 shares; 2025Q4: 8,221 shares; 2026Q1: 8,531 shares 8,531 $1.7M 0.39% +310 Timeline IDMO 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: 17,750 shares; 2026Q1: 29,650 shares 29,650 $1.63M 0.37% +11,900 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 23,110 shares; 2025Q3: 23,837 shares; 2025Q4: 24,244 shares; 2026Q1: 25,284 shares 25,284 $1.62M 0.37% +1,040 Timeline AMLP 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: not reported; 2024Q4: not reported; 2025Q1: 20,855 shares; 2025Q2: 20,111 shares; 2025Q3: 30,111 shares; 2025Q4: 30,111 shares; 2026Q1: 30,111 shares 30,111 $1.59M 0.36% 0 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: 31,732 shares; 2024Q4: 31,340 shares; 2025Q1: 31,391 shares; 2025Q2: 31,985 shares; 2025Q3: 31,736 shares; 2025Q4: 31,813 shares; 2026Q1: 31,766 shares 31,766 $1.55M 0.36% -47 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,567 shares; 2025Q2: 30,251 shares; 2025Q3: 24,296 shares; 2025Q4: 26,216 shares; 2026Q1: 33,728 shares 33,728 $1.55M 0.36% +7,512 Timeline SPTL 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: 56,428 shares; 2024Q4: 55,495 shares; 2025Q1: 53,204 shares; 2025Q2: 54,820 shares; 2025Q3: 55,457 shares; 2025Q4: 56,263 shares; 2026Q1: 58,808 shares 58,808 $1.55M 0.36% +2,545 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,847 shares; 2024Q4: 56,467 shares; 2025Q1: 60,384 shares; 2025Q2: 64,742 shares; 2025Q3: 69,099 shares; 2025Q4: 71,053 shares; 2026Q1: 70,351 shares 70,351 $1.51M 0.35% -702 Timeline AOA 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: 15,195 shares; 2024Q4: 15,732 shares; 2025Q1: 16,120 shares; 2025Q2: 16,405 shares; 2025Q3: 15,643 shares; 2025Q4: 16,069 shares; 2026Q1: 16,664 shares 16,664 $1.47M 0.34% +595 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 10,223 shares; 2025Q1: 12,524 shares; 2025Q2: 12,524 shares; 2025Q3: 11,057 shares; 2025Q4: 10,944 shares; 2026Q1: 11,093 shares 11,093 $1.46M 0.33% +149 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: 10,042 shares; 2024Q4: 16,919 shares; 2025Q1: 19,050 shares; 2025Q2: 19,058 shares; 2025Q3: 18,350 shares; 2025Q4: 17,697 shares; 2026Q1: 21,504 shares 21,504 $1.45M 0.33% +3,807 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,034 shares; 2024Q4: 48,735 shares; 2025Q1: 54,709 shares; 2025Q2: 54,643 shares; 2025Q3: 41,439 shares; 2025Q4: 36,399 shares; 2026Q1: 36,058 shares 36,058 $1.45M 0.33% -341 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly 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: 42,357 shares; 2025Q4: 46,615 shares; 2026Q1: 47,268 shares 47,268 $1.44M 0.33% +653 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: 3,538 shares; 2024Q4: 3,804 shares; 2025Q1: 3,904 shares; 2025Q2: 4,204 shares; 2025Q3: 4,279 shares; 2025Q4: 4,583 shares; 2026Q1: 4,766 shares 4,766 $1.44M 0.33% +183 Timeline FDLO 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: 27,700 shares; 2025Q1: 27,700 shares; 2025Q2: 27,794 shares; 2025Q3: 26,494 shares; 2025Q4: 25,694 shares; 2026Q1: 22,094 shares 22,094 $1.43M 0.33% -3,600 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,563 shares; 2025Q3: 21,510 shares; 2025Q4: not reported; 2026Q1: 25,600 shares 25,600 $1.42M 0.33% new Timeline MGC 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: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $1.42M 0.33% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,515 shares; 2025Q2: 7,958 shares; 2025Q3: 8,913 shares; 2025Q4: 9,047 shares; 2026Q1: 9,598 shares 9,598 $1.4M 0.32% +551 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 6,368 shares; 2025Q1: 6,456 shares; 2025Q2: 6,616 shares; 2025Q3: 6,500 shares; 2025Q4: 6,680 shares; 2026Q1: 6,691 shares 6,691 $1.39M 0.32% +11 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: 2,304 shares; 2024Q4: 2,663 shares; 2025Q1: 2,873 shares; 2025Q2: 3,428 shares; 2025Q3: 3,188 shares; 2025Q4: 3,470 shares; 2026Q1: 4,168 shares 4,168 $1.37M 0.32% +698 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,746 shares; 2024Q4: 20,400 shares; 2025Q1: 19,051 shares; 2025Q2: 18,905 shares; 2025Q3: 18,334 shares; 2025Q4: 18,273 shares; 2026Q1: 18,529 shares 18,529 $1.36M 0.31% +256 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: 4,642 shares; 2024Q4: 5,141 shares; 2025Q1: 5,046 shares; 2025Q2: 4,792 shares; 2025Q3: 4,079 shares; 2025Q4: 3,663 shares; 2026Q1: 6,461 shares 6,461 $1.34M 0.31% +2,798 Timeline MBB 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: 11,684 shares; 2024Q4: 12,000 shares; 2025Q1: 10,992 shares; 2025Q2: 12,023 shares; 2025Q3: 10,342 shares; 2025Q4: 10,876 shares; 2026Q1: 14,066 shares 14,066 $1.34M 0.31% +3,190 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: 23,687 shares; 2024Q4: 29,910 shares; 2025Q1: 37,294 shares; 2025Q2: 39,243 shares; 2025Q3: 39,820 shares; 2025Q4: 39,137 shares; 2026Q1: 39,565 shares 39,565 $1.32M 0.3% +428 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,706 shares; 2025Q1: 7,437 shares; 2025Q2: 8,068 shares; 2025Q3: 8,199 shares; 2025Q4: 7,662 shares; 2026Q1: 6,838 shares 6,838 $1.32M 0.3% -824 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: 15,630 shares; 2024Q4: 12,659 shares; 2025Q1: 10,182 shares; 2025Q2: 10,891 shares; 2025Q3: 10,565 shares; 2025Q4: 10,601 shares; 2026Q1: 9,108 shares 9,108 $1.29M 0.3% -1,493 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 8,480 shares; 2025Q1: 14,769 shares; 2025Q2: 19,701 shares; 2025Q3: 21,314 shares; 2025Q4: 22,833 shares; 2026Q1: 24,529 shares 24,529 $1.27M 0.29% +1,696 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,964 shares; 2024Q4: 12,863 shares; 2025Q1: 12,869 shares; 2025Q2: 12,263 shares; 2025Q3: 10,609 shares; 2025Q4: 8,953 shares; 2026Q1: 8,541 shares 8,541 $1.26M 0.29% -412 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: 8,009 shares; 2024Q4: 8,028 shares; 2025Q1: 8,263 shares; 2025Q2: 8,387 shares; 2025Q3: 7,513 shares; 2025Q4: 7,560 shares; 2026Q1: 8,119 shares 8,119 $1.26M 0.29% +559 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 6,510 shares; 2025Q1: 6,709 shares; 2025Q2: 6,267 shares; 2025Q3: 5,746 shares; 2025Q4: 5,774 shares; 2026Q1: 5,948 shares 5,948 $1.26M 0.29% +174 Timeline BAI 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: 7,851 shares; 2025Q3: 23,017 shares; 2025Q4: 25,625 shares; 2026Q1: 37,724 shares 37,724 $1.24M 0.29% +12,099 Timeline AOR 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: 12,769 shares; 2024Q4: 11,157 shares; 2025Q1: 9,898 shares; 2025Q2: 9,805 shares; 2025Q3: 9,822 shares; 2025Q4: 19,041 shares; 2026Q1: 19,132 shares 19,132 $1.23M 0.28% +91 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: 16,838 shares; 2024Q4: 34,271 shares; 2025Q1: 35,148 shares; 2025Q2: 37,587 shares; 2025Q3: 40,033 shares; 2025Q4: 41,573 shares; 2026Q1: 42,255 shares 42,255 $1.23M 0.28% +682 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 10,718 shares; 2025Q1: 10,809 shares; 2025Q2: 12,059 shares; 2025Q3: 11,962 shares; 2025Q4: 11,929 shares; 2026Q1: 11,677 shares 11,677 $1.19M 0.27% -252 Timeline SCHO 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: 14,905 shares; 2024Q4: 32,501 shares; 2025Q1: 33,780 shares; 2025Q2: 34,356 shares; 2025Q3: 38,673 shares; 2025Q4: 44,098 shares; 2026Q1: 48,844 shares 48,844 $1.19M 0.27% +4,746 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: 17,660 shares; 2025Q3: 22,628 shares; 2025Q4: 23,937 shares; 2026Q1: 32,691 shares 32,691 $1.18M 0.27% +8,754 Timeline SPYV 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: 16,001 shares; 2024Q4: 15,116 shares; 2025Q1: 15,116 shares; 2025Q2: 14,074 shares; 2025Q3: 20,925 shares; 2025Q4: 21,247 shares; 2026Q1: 20,870 shares 20,870 $1.18M 0.27% -377 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: 18,301 shares; 2024Q4: 24,768 shares; 2025Q1: 24,634 shares; 2025Q2: 25,918 shares; 2025Q3: 22,135 shares; 2025Q4: 22,295 shares; 2026Q1: 41,658 shares 41,658 $1.17M 0.27% +19,363 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: 9,162 shares; 2024Q4: 14,998 shares; 2025Q1: 50,786 shares; 2025Q2: 80,721 shares; 2025Q3: 83,252 shares; 2025Q4: 17,734 shares; 2026Q1: 37,752 shares 37,752 $1.14M 0.26% +20,018 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,423 shares; 2025Q4: 11,898 shares; 2026Q1: 14,103 shares 14,103 $1.14M 0.26% +2,205 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: 7,248 shares; 2024Q4: 7,129 shares; 2025Q1: 7,116 shares; 2025Q2: 6,975 shares; 2025Q3: 4,819 shares; 2025Q4: 5,103 shares; 2026Q1: 4,969 shares 4,969 $1.12M 0.26% -134 Timeline CORO 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: not reported; 2026Q1: 34,098 shares 34,098 $1.1M 0.25% new Timeline GOVT 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: 23,802 shares; 2024Q4: 21,944 shares; 2025Q1: 19,135 shares; 2025Q2: 21,154 shares; 2025Q3: 13,974 shares; 2025Q4: 15,000 shares; 2026Q1: 47,848 shares 47,848 $1.1M 0.25% +32,848 Timeline IYLD 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: 20,000 shares; 2026Q1: 49,000 shares 49,000 $1.06M 0.24% +29,000 Timeline IBND 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: 37,850 shares; 2024Q4: 36,572 shares; 2025Q1: 34,366 shares; 2025Q2: 34,835 shares; 2025Q3: 34,791 shares; 2025Q4: 34,133 shares; 2026Q1: 34,240 shares 34,240 $1.06M 0.24% +107 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,702 shares; 2025Q3: 15,915 shares; 2025Q4: 10,548 shares; 2026Q1: 21,090 shares 21,090 $1.06M 0.24% +10,542 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,718 shares; 2025Q2: 6,068 shares; 2025Q3: 7,297 shares; 2025Q4: 6,709 shares; 2026Q1: 16,721 shares 16,721 $1.02M 0.24% +10,012 Timeline ACWX 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: 14,588 shares 14,588 $999K 0.23% new 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: 2,192 shares; 2024Q4: 2,283 shares; 2025Q1: 2,278 shares; 2025Q2: 2,294 shares; 2025Q3: 2,086 shares; 2025Q4: 2,079 shares; 2026Q1: 2,079 shares 2,079 $996K 0.23% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $990K 0.23% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,526 shares; 2024Q4: 16,138 shares; 2025Q1: 16,827 shares; 2025Q2: 17,696 shares; 2025Q3: 19,244 shares; 2025Q4: 20,206 shares; 2026Q1: 21,009 shares 21,009 $982K 0.23% +803 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: 3,018 shares; 2024Q4: 3,086 shares; 2025Q1: 2,887 shares; 2025Q2: 4,537 shares; 2025Q3: 5,161 shares; 2025Q4: 4,400 shares; 2026Q1: 4,415 shares 4,415 $960K 0.22% +15 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: 3,282 shares; 2024Q4: 3,337 shares; 2025Q1: 3,432 shares; 2025Q2: 3,304 shares; 2025Q3: 3,783 shares; 2025Q4: 3,421 shares; 2026Q1: 3,332 shares 3,332 $956K 0.22% -89 Timeline EBND 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: 49,036 shares; 2024Q4: 47,526 shares; 2025Q1: 44,106 shares; 2025Q2: 44,983 shares; 2025Q3: 45,140 shares; 2025Q4: 44,719 shares; 2026Q1: 45,092 shares 45,092 $931K 0.21% +373 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: not reported; 2024Q4: 25,660 shares; 2025Q1: 25,607 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $930K 0.21% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 20,262 shares; 2025Q1: 40,085 shares; 2025Q2: 40,085 shares; 2025Q3: 42,085 shares; 2025Q4: 25,085 shares; 2026Q1: 39,005 shares 39,005 $924K 0.21% +13,920 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,211 shares; 2024Q4: 33,685 shares; 2025Q1: 41,552 shares; 2025Q2: 41,522 shares; 2025Q3: 37,116 shares; 2025Q4: 39,056 shares; 2026Q1: 40,312 shares 40,312 $901K 0.21% +1,256 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: 34,027 shares; 2024Q4: 35,546 shares; 2025Q1: 24,505 shares; 2025Q2: 24,552 shares; 2025Q3: 24,919 shares; 2025Q4: 19,486 shares; 2026Q1: 17,824 shares 17,824 $895K 0.21% -1,662 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,355 shares; 2025Q1: 2,452 shares; 2025Q2: 2,478 shares; 2025Q3: 2,482 shares; 2025Q4: 2,430 shares; 2026Q1: 2,461 shares 2,461 $894K 0.21% +31 Timeline IBHG 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: 8,948 shares; 2025Q3: 30,815 shares; 2025Q4: 38,609 shares; 2026Q1: 39,772 shares 39,772 $880K 0.2% +1,163 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: 7,313 shares; 2024Q4: 8,088 shares; 2025Q1: 8,203 shares; 2025Q2: 8,219 shares; 2025Q3: 8,292 shares; 2025Q4: 7,928 shares; 2026Q1: 7,943 shares 7,943 $866K 0.2% +15 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,648 shares; 2024Q4: 14,903 shares; 2025Q1: 13,088 shares; 2025Q2: 13,162 shares; 2025Q3: 14,235 shares; 2025Q4: 14,517 shares; 2026Q1: 14,213 shares 14,213 $862K 0.2% -304 Timeline XLG 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: 4,909 shares; 2025Q2: 9,652 shares; 2025Q3: 17,195 shares; 2025Q4: 20,506 shares; 2026Q1: 15,746 shares 15,746 $859K 0.2% -4,760 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: 11,556 shares; 2024Q4: 11,758 shares; 2025Q1: 8,396 shares; 2025Q2: 7,988 shares; 2025Q3: 7,693 shares; 2025Q4: 7,744 shares; 2026Q1: 7,042 shares 7,042 $853K 0.2% -702 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD 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: 89,900 shares; 2025Q4: 50,000 shares; 2026Q1: 100,000 shares 100,000 $852K 0.2% +50,000 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 7,728 shares; 2025Q1: 10,096 shares; 2025Q2: 19,984 shares; 2025Q3: 14,819 shares; 2025Q4: 16,088 shares; 2026Q1: 12,207 shares 12,207 $851K 0.2% -3,881 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,557 shares; 2025Q1: 2,550 shares; 2025Q2: 2,552 shares; 2025Q3: 2,699 shares; 2025Q4: 3,068 shares; 2026Q1: 3,579 shares 3,579 $850K 0.2% +511 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: 6,425 shares; 2024Q4: 5,783 shares; 2025Q1: 5,953 shares; 2025Q2: 5,600 shares; 2025Q3: 6,119 shares; 2025Q4: 6,873 shares; 2026Q1: 6,937 shares 6,937 $834K 0.19% +64 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,808 shares; 2024Q4: 20,362 shares; 2025Q1: 20,972 shares; 2025Q2: 22,381 shares; 2025Q3: 23,713 shares; 2025Q4: 24,327 shares; 2026Q1: 24,611 shares 24,611 $811K 0.19% +284 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: 13,589 shares; 2024Q4: 12,891 shares; 2025Q1: 11,933 shares; 2025Q2: 10,950 shares; 2025Q3: 10,715 shares; 2025Q4: 10,464 shares; 2026Q1: 8,364 shares 8,364 $806K 0.19% -2,100 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,921 shares; 2024Q4: 9,922 shares; 2025Q1: 9,922 shares; 2025Q2: 9,470 shares; 2025Q3: 9,470 shares; 2025Q4: 18,940 shares; 2026Q1: 18,940 shares 18,940 $789K 0.18% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 12,130 shares; 2025Q1: 11,472 shares; 2025Q2: 11,448 shares; 2025Q3: 11,633 shares; 2025Q4: 11,184 shares; 2026Q1: 9,089 shares 9,089 $785K 0.18% -2,095 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 23,522 shares; 2025Q4: 26,100 shares; 2026Q1: 26,289 shares 26,289 $772K 0.18% +189 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: 2,207 shares; 2024Q4: 2,207 shares; 2025Q1: 2,198 shares; 2025Q2: 7,455 shares; 2025Q3: 3,623 shares; 2025Q4: 4,014 shares; 2026Q1: 1,770 shares 1,770 $762K 0.18% -2,244 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 1,123 shares; 2025Q1: 1,254 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,433 shares; 2026Q1: 1,453 shares 1,453 $759K 0.17% +20 Timeline SHLD 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: 4,103 shares; 2025Q3: 8,405 shares; 2025Q4: 4,268 shares; 2026Q1: 10,483 shares 10,483 $743K 0.17% +6,215 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: 5,719 shares; 2024Q4: 6,131 shares; 2025Q1: 6,198 shares; 2025Q2: 6,303 shares; 2025Q3: 5,190 shares; 2025Q4: 5,221 shares; 2026Q1: 4,364 shares 4,364 $740K 0.17% -857 Timeline SPYG 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: 14,081 shares; 2024Q4: 13,097 shares; 2025Q1: 13,218 shares; 2025Q2: 12,335 shares; 2025Q3: 9,787 shares; 2025Q4: 7,701 shares; 2026Q1: 7,472 shares 7,472 $732K 0.17% -229 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 20,191 shares; 2025Q4: 27,863 shares; 2026Q1: 28,482 shares 28,482 $719K 0.17% +619 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,623 shares; 2024Q4: 20,053 shares; 2025Q1: 25,831 shares; 2025Q2: 26,583 shares; 2025Q3: 25,055 shares; 2025Q4: 26,709 shares; 2026Q1: 27,283 shares 27,283 $716K 0.16% +574 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,642 shares; 2025Q2: 53,642 shares; 2025Q3: 53,642 shares; 2025Q4: 33,642 shares; 2026Q1: 38,642 shares 38,642 $696K 0.16% +5,000 Timeline JD JD.COM INC More: the full row for JD.COM 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: 26,879 shares; 2025Q3: 26,579 shares; 2025Q4: 30,984 shares; 2026Q1: 23,325 shares 23,325 $690K 0.16% -7,659 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: 952 shares; 2024Q4: 1,045 shares; 2025Q1: 1,088 shares; 2025Q2: 1,156 shares; 2025Q3: 943 shares; 2025Q4: 1,067 shares; 2026Q1: 1,110 shares 1,110 $671K 0.15% +43 Timeline LCTU 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: 6,171 shares; 2024Q4: 7,733 shares; 2025Q1: 8,802 shares; 2025Q2: 9,450 shares; 2025Q3: 9,444 shares; 2025Q4: 9,445 shares; 2026Q1: 9,404 shares 9,404 $660K 0.15% -41 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: 862 shares; 2024Q4: 1,003 shares; 2025Q1: 1,093 shares; 2025Q2: 3,249 shares; 2025Q3: 1,040 shares; 2025Q4: 2,354 shares; 2026Q1: 2,381 shares 2,381 $644K 0.15% +27 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: 6,826 shares; 2025Q3: 7,610 shares; 2025Q4: 8,307 shares; 2026Q1: 9,254 shares 9,254 $641K 0.15% +947 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: 7,435 shares; 2024Q4: 15,286 shares; 2025Q1: 15,817 shares; 2025Q2: 17,020 shares; 2025Q3: 18,476 shares; 2025Q4: 19,097 shares; 2026Q1: 19,449 shares 19,449 $631K 0.14% +352 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,480 shares 3,480 $627K 0.14% new 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: 11,922 shares; 2024Q4: 11,734 shares; 2025Q1: 12,109 shares; 2025Q2: 12,113 shares; 2025Q3: 12,642 shares; 2025Q4: 12,336 shares; 2026Q1: 12,347 shares 12,347 $610K 0.14% +11 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 2,180 shares; 2025Q1: 2,292 shares; 2025Q2: 2,337 shares; 2025Q3: 2,339 shares; 2025Q4: 2,359 shares; 2026Q1: 2,256 shares 2,256 $602K 0.14% -103 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 12,642 shares; 2025Q1: 13,044 shares; 2025Q2: 13,960 shares; 2025Q3: 15,149 shares; 2025Q4: 15,513 shares; 2026Q1: 15,721 shares 15,721 $601K 0.14% +208 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: not reported; 2024Q4: not reported; 2025Q1: 10,223 shares; 2025Q2: 10,487 shares; 2025Q3: 10,521 shares; 2025Q4: 11,004 shares; 2026Q1: 6,449 shares 6,449 $598K 0.14% -4,555 Timeline BLCR 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: not reported; 2026Q1: 14,060 shares 14,060 $577K 0.13% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,706 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,334 shares 4,334 $568K 0.13% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 2,639 shares; 2025Q3: 2,674 shares; 2025Q4: 5,187 shares; 2026Q1: 5,188 shares 5,188 $565K 0.13% +1 Timeline ICVT 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: 5,956 shares; 2025Q4: not reported; 2026Q1: 5,528 shares 5,528 $563K 0.13% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,474 shares; 2024Q4: 19,681 shares; 2025Q1: 19,682 shares; 2025Q2: 18,203 shares; 2025Q3: 14,054 shares; 2025Q4: 10,724 shares; 2026Q1: 10,280 shares 10,280 $555K 0.13% -444 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,342 shares; 2024Q4: 56,683 shares; 2025Q1: 53,797 shares; 2025Q2: 53,269 shares; 2025Q3: 54,313 shares; 2025Q4: 53,562 shares; 2026Q1: 54,779 shares 54,779 $548K 0.13% +1,217 Timeline JOYT 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: 10,000 shares 10,000 $532K 0.12% new Timeline SUSC 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: 12,940 shares; 2024Q4: 13,959 shares; 2025Q1: 17,769 shares; 2025Q2: 22,272 shares; 2025Q3: 22,753 shares; 2025Q4: 23,034 shares; 2026Q1: 22,818 shares 22,818 $528K 0.12% -216 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,483 shares; 2024Q4: 19,040 shares; 2025Q1: 24,416 shares; 2025Q2: 24,845 shares; 2025Q3: 17,277 shares; 2025Q4: 18,553 shares; 2026Q1: 19,162 shares 19,162 $522K 0.12% +609 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,345 shares 2,345 $514K 0.12% new Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 16,500 shares 16,500 $512K 0.12% new 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: 6,220 shares; 2024Q4: 5,860 shares; 2025Q1: 5,768 shares; 2025Q2: 5,681 shares; 2025Q3: 5,412 shares; 2025Q4: 5,369 shares; 2026Q1: 5,377 shares 5,377 $505K 0.12% +8 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: 14,580 shares; 2024Q4: 14,462 shares; 2025Q1: 14,465 shares; 2025Q2: 14,495 shares; 2025Q3: 14,498 shares; 2025Q4: 16,399 shares; 2026Q1: 16,402 shares 16,402 $475K 0.11% +3 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,957 shares; 2024Q4: 9,044 shares; 2025Q1: 8,712 shares; 2025Q2: 8,394 shares; 2025Q3: 8,076 shares; 2025Q4: 8,640 shares; 2026Q1: 9,582 shares 9,582 $454K 0.1% +942 Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,022 shares; 2025Q2: 28,022 shares; 2025Q3: 28,022 shares; 2025Q4: 28,022 shares; 2026Q1: 28,022 shares 28,022 $444K 0.1% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,097 shares; 2025Q1: 7,294 shares; 2025Q2: 6,453 shares; 2025Q3: 6,312 shares; 2025Q4: 5,741 shares; 2026Q1: 4,307 shares 4,307 $443K 0.1% -1,434 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: 2,738 shares; 2025Q3: 3,073 shares; 2025Q4: 3,296 shares; 2026Q1: 2,107 shares 2,107 $443K 0.1% -1,189 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: not reported; 2024Q4: not reported; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,200 shares; 2025Q4: 1,142 shares; 2026Q1: 1,127 shares 1,127 $432K 0.1% -15 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,333 shares; 2026Q1: 23,447 shares 23,447 $430K 0.1% -3,886 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 4,031 shares; 2025Q1: 4,031 shares; 2025Q2: 4,031 shares; 2025Q3: 4,185 shares; 2025Q4: 4,031 shares; 2026Q1: 4,031 shares 4,031 $427K 0.1% 0 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: 402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,037 shares; 2025Q4: 2,229 shares; 2026Q1: 1,756 shares 1,756 $427K 0.1% -473 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,586 shares; 2026Q1: 11,609 shares 11,609 $427K 0.1% -977 Timeline DHS 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: 3,906 shares; 2025Q2: 3,906 shares; 2025Q3: 3,992 shares; 2025Q4: 3,992 shares; 2026Q1: 3,906 shares 3,906 $427K 0.1% -86 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: 786 shares; 2024Q4: 841 shares; 2025Q1: 827 shares; 2025Q2: 829 shares; 2025Q3: 770 shares; 2025Q4: 803 shares; 2026Q1: 845 shares 845 $422K 0.1% +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: 494 shares; 2024Q4: 494 shares; 2025Q1: 518 shares; 2025Q2: 519 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares 604 $421K 0.1% 0 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: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 3,036 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,059 shares; 2026Q1: 3,036 shares 3,036 $401K 0.09% -23 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: 4,894 shares; 2024Q4: 5,834 shares; 2025Q1: 6,388 shares; 2025Q2: 7,024 shares; 2025Q3: 7,352 shares; 2025Q4: 7,686 shares; 2026Q1: 7,573 shares 7,573 $400K 0.09% -113 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: 2,035 shares; 2024Q4: 1,514 shares; 2025Q1: 1,289 shares; 2025Q2: 1,095 shares; 2025Q3: 1,257 shares; 2025Q4: 1,157 shares; 2026Q1: 1,289 shares 1,289 $399K 0.09% +132 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,225 shares; 2025Q3: 1,298 shares; 2025Q4: 1,226 shares; 2026Q1: 1,278 shares 1,278 $397K 0.09% +52 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 6,739 shares; 2025Q1: 10,801 shares; 2025Q2: 15,410 shares; 2025Q3: 17,537 shares; 2025Q4: 23,482 shares; 2026Q1: 23,391 shares 23,391 $396K 0.09% -91 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,315 shares; 2025Q3: 4,025 shares; 2025Q4: 3,521 shares; 2026Q1: 3,521 shares 3,521 $392K 0.09% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168 shares; 2025Q3: 238 shares; 2025Q4: 3,937 shares; 2026Q1: 4,029 shares 4,029 $387K 0.09% +92 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,121 shares; 2025Q4: 12,019 shares; 2026Q1: 11,985 shares 11,985 $378K 0.09% -34 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: 3,810 shares; 2024Q4: 4,768 shares; 2025Q1: 4,748 shares; 2025Q2: 4,772 shares; 2025Q3: 6,187 shares; 2025Q4: 6,426 shares; 2026Q1: 4,974 shares 4,974 $378K 0.09% -1,452 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,269 shares; 2026Q1: 3,251 shares 3,251 $375K 0.09% -18 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: 11,345 shares; 2024Q4: 12,485 shares; 2025Q1: 10,388 shares; 2025Q2: 10,284 shares; 2025Q3: 5,092 shares; 2025Q4: 4,478 shares; 2026Q1: 3,348 shares 3,348 $373K 0.09% -1,130 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: not reported; 2024Q4: not reported; 2025Q1: 9,850 shares; 2025Q2: 11,201 shares; 2025Q3: 19,025 shares; 2025Q4: 9,081 shares; 2026Q1: 9,652 shares 9,652 $371K 0.09% +571 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,320 shares; 2025Q1: 43,192 shares; 2025Q2: not reported; 2025Q3: 58,943 shares; 2025Q4: 173,803 shares; 2026Q1: 159,470 shares 159,470 $364K 0.08% -14,333 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,808 shares; 2026Q1: 4,369 shares 4,369 $362K 0.08% +561 Timeline USXF 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: 7,467 shares; 2024Q4: 8,539 shares; 2025Q1: 8,735 shares; 2025Q2: 7,227 shares; 2025Q3: 6,817 shares; 2025Q4: 6,664 shares; 2026Q1: 6,538 shares 6,538 $361K 0.08% -126 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,288 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,367 shares; 2025Q4: 1,371 shares; 2026Q1: 1,351 shares 1,351 $354K 0.08% -20 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: 40,874 shares; 2024Q4: 10,571 shares; 2025Q1: 40,535 shares; 2025Q2: 39,067 shares; 2025Q3: 8,897 shares; 2025Q4: 8,797 shares; 2026Q1: 7,847 shares 7,847 $346K 0.08% -950 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,348 shares; 2025Q4: 3,201 shares; 2026Q1: 1,586 shares 1,586 $342K 0.08% -1,615 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: 8,784 shares; 2025Q1: 9,169 shares; 2025Q2: 9,392 shares; 2025Q3: 9,492 shares; 2025Q4: 9,454 shares; 2026Q1: 8,969 shares 8,969 $339K 0.08% -485 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 8,151 shares; 2025Q1: 8,151 shares; 2025Q2: 7,497 shares; 2025Q3: 5,481 shares; 2025Q4: 3,864 shares; 2026Q1: 3,956 shares 3,956 $332K 0.08% +92 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,027 shares; 2026Q1: 5,092 shares 5,092 $332K 0.08% +65 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,940 shares; 2025Q1: 6,233 shares; 2025Q2: 6,312 shares; 2025Q3: 6,416 shares; 2025Q4: 6,579 shares; 2026Q1: 7,190 shares 7,190 $329K 0.08% +611 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: 768 shares; 2024Q4: 768 shares; 2025Q1: 788 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares 753 $329K 0.08% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 5,907 shares; 2025Q4: 4,347 shares; 2026Q1: 3,688 shares 3,688 $325K 0.07% -659 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: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,606 shares; 2025Q2: 4,123 shares; 2025Q3: 4,123 shares; 2025Q4: 4,123 shares; 2026Q1: 3,880 shares 3,880 $320K 0.07% -243 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: not reported; 2024Q4: not reported; 2025Q1: 36,652 shares; 2025Q2: not reported; 2025Q3: 4,363 shares; 2025Q4: 4,920 shares; 2026Q1: 6,453 shares 6,453 $319K 0.07% +1,533 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: 4,045 shares; 2024Q4: 3,720 shares; 2025Q1: 3,830 shares; 2025Q2: 3,513 shares; 2025Q3: 3,275 shares; 2025Q4: 3,160 shares; 2026Q1: 3,212 shares 3,212 $319K 0.07% +52 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: 3,423 shares; 2024Q4: 3,699 shares; 2025Q1: 5,549 shares; 2025Q2: 5,466 shares; 2025Q3: 5,557 shares; 2025Q4: 5,460 shares; 2026Q1: 5,442 shares 5,442 $314K 0.07% -18 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 298 shares; 2025Q4: 293 shares; 2026Q1: 361 shares 361 $306K 0.07% +68 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 5,941 shares; 2025Q1: 5,945 shares; 2025Q2: 5,950 shares; 2025Q3: 5,707 shares; 2025Q4: 5,102 shares; 2026Q1: 4,847 shares 4,847 $297K 0.07% -255 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 5,117 shares; 2025Q1: 5,490 shares; 2025Q2: 5,527 shares; 2025Q3: 5,527 shares; 2025Q4: 5,242 shares; 2026Q1: 4,555 shares 4,555 $297K 0.07% -687 Timeline PZA 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: 13,185 shares; 2024Q4: 13,100 shares; 2025Q1: 13,100 shares; 2025Q2: 13,100 shares; 2025Q3: 13,025 shares; 2025Q4: 12,978 shares; 2026Q1: 12,892 shares 12,892 $296K 0.07% -86 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,719 shares; 2025Q2: 13,719 shares; 2025Q3: 13,719 shares; 2025Q4: 13,719 shares; 2026Q1: 13,719 shares 13,719 $293K 0.07% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 6,833 shares; 2025Q1: 5,037 shares; 2025Q2: 3,594 shares; 2025Q3: 3,370 shares; 2025Q4: 3,238 shares; 2026Q1: 3,216 shares 3,216 $293K 0.07% -22 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 8,919 shares; 2025Q1: 8,919 shares; 2025Q2: 8,919 shares; 2025Q3: 8,901 shares; 2025Q4: 10,518 shares; 2026Q1: 10,817 shares 10,817 $288K 0.07% +299 Timeline ESGE 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: 5,983 shares; 2024Q4: 6,008 shares; 2025Q1: not reported; 2025Q2: 6,162 shares; 2025Q3: 6,190 shares; 2025Q4: 6,278 shares; 2026Q1: 6,278 shares 6,278 $285K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares; 2025Q4: 6,154 shares; 2026Q1: 5,700 shares 5,700 $284K 0.07% -454 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,256 shares; 2026Q1: 10,653 shares 10,653 $280K 0.06% -603 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: 5,288 shares; 2024Q4: 5,027 shares; 2025Q1: 5,279 shares; 2025Q2: not reported; 2025Q3: 4,837 shares; 2025Q4: 6,187 shares; 2026Q1: 6,169 shares 6,169 $277K 0.06% -18 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 5,273 shares; 2025Q1: 5,273 shares; 2025Q2: 4,233 shares; 2025Q3: 4,233 shares; 2025Q4: 3,980 shares; 2026Q1: 3,614 shares 3,614 $266K 0.06% -366 Timeline AOK 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: 7,446 shares; 2024Q4: 7,640 shares; 2025Q1: 7,646 shares; 2025Q2: 7,229 shares; 2025Q3: 6,709 shares; 2025Q4: 6,641 shares; 2026Q1: 6,662 shares 6,662 $266K 0.06% +21 Timeline IGV 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: 3,503 shares; 2024Q4: 3,169 shares; 2025Q1: 3,135 shares; 2025Q2: 3,128 shares; 2025Q3: 3,202 shares; 2025Q4: 3,024 shares; 2026Q1: 3,320 shares 3,320 $266K 0.06% +296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 403 shares; 2025Q4: 415 shares; 2026Q1: 444 shares 444 $266K 0.06% +29 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: 3,952 shares; 2024Q4: 5,702 shares; 2025Q1: 5,870 shares; 2025Q2: 2,714 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,304 shares 1,304 $265K 0.06% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,834 shares; 2026Q1: 1,900 shares 1,900 $265K 0.06% +66 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 1,590 shares; 2025Q3: 1,365 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares 1,065 $263K 0.06% 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: 3,738 shares; 2024Q4: 3,688 shares; 2025Q1: 3,689 shares; 2025Q2: 3,619 shares; 2025Q3: 3,720 shares; 2025Q4: 3,754 shares; 2026Q1: 3,715 shares 3,715 $263K 0.06% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,757 shares 3,757 $257K 0.06% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,928 shares; 2025Q4: 4,568 shares; 2026Q1: 4,568 shares 4,568 $252K 0.06% 0 Timeline FNDC 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: 5,901 shares; 2025Q3: 5,912 shares; 2025Q4: 5,907 shares; 2026Q1: 5,377 shares 5,377 $249K 0.06% -530 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: not reported; 2026Q1: 1,519 shares 1,519 $248K 0.06% new 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: 2,714 shares; 2024Q4: 4,431 shares; 2025Q1: 3,737 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,034 shares 4,034 $247K 0.06% new 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: not reported; 2024Q4: 69,700 shares; 2025Q1: 57,913 shares; 2025Q2: 5,188 shares; 2025Q3: 5,011 shares; 2025Q4: 4,909 shares; 2026Q1: 4,607 shares 4,607 $246K 0.06% -302 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,657 shares; 2024Q4: 23,657 shares; 2025Q1: 23,657 shares; 2025Q2: 23,657 shares; 2025Q3: 23,657 shares; 2025Q4: 23,657 shares; 2026Q1: 23,657 shares 23,657 $246K 0.06% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440 shares 440 $237K 0.05% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST 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: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 3,815 shares 3,815 $236K 0.05% 0 Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 6,298 shares; 2025Q1: 13,531 shares; 2025Q2: 22,280 shares; 2025Q3: 26,825 shares; 2025Q4: 37,339 shares; 2026Q1: 42,301 shares 42,301 $233K 0.05% +4,962 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: 1,570 shares; 2024Q4: 1,715 shares; 2025Q1: 1,723 shares; 2025Q2: 1,954 shares; 2025Q3: 1,422 shares; 2025Q4: not reported; 2026Q1: 1,607 shares 1,607 $232K 0.05% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,434 shares; 2025Q3: 1,025 shares; 2025Q4: 922 shares; 2026Q1: 1,239 shares 1,239 $231K 0.05% +317 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: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,131 shares; 2025Q4: 1,985 shares; 2026Q1: 2,178 shares 2,178 $231K 0.05% +193 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: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $230K 0.05% 0 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 8,606 shares; 2026Q1: 9,031 shares 9,031 $229K 0.05% +425 Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,137 shares; 2024Q4: 116,437 shares; 2025Q1: 115,187 shares; 2025Q2: 114,187 shares; 2025Q3: 113,687 shares; 2025Q4: 106,437 shares; 2026Q1: 100,587 shares 100,587 $228K 0.05% -5,850 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: 2,864 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,740 shares; 2025Q4: 2,631 shares; 2026Q1: 2,603 shares 2,603 $226K 0.05% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,232 shares 1,232 $224K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: 4,415 shares; 2025Q3: 4,314 shares; 2025Q4: not reported; 2026Q1: 4,142 shares 4,142 $224K 0.05% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,166 shares; 2025Q2: 4,058 shares; 2025Q3: 4,908 shares; 2025Q4: 5,007 shares; 2026Q1: 2,336 shares 2,336 $219K 0.05% -2,671 Timeline FDN 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: 1,274 shares; 2024Q4: 1,198 shares; 2025Q1: 1,069 shares; 2025Q2: 1,044 shares; 2025Q3: 1,010 shares; 2025Q4: 1,004 shares; 2026Q1: 933 shares 933 $218K 0.05% -71 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: 4,574 shares; 2024Q4: 4,523 shares; 2025Q1: 4,239 shares; 2025Q2: 4,239 shares; 2025Q3: 4,112 shares; 2025Q4: 4,041 shares; 2026Q1: 3,460 shares 3,460 $217K 0.05% -581 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: 3,613 shares 3,613 $215K 0.05% 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: 10,296 shares; 2024Q4: 7,671 shares; 2025Q1: 7,671 shares; 2025Q2: 8,391 shares; 2025Q3: 8,391 shares; 2025Q4: not reported; 2026Q1: 6,362 shares 6,362 $213K 0.05% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,114 shares; 2025Q3: 4,114 shares; 2025Q4: 5,673 shares; 2026Q1: 4,114 shares 4,114 $208K 0.05% -1,559 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: 1,592 shares; 2024Q4: 1,489 shares; 2025Q1: 1,506 shares; 2025Q2: 1,592 shares; 2025Q3: 2,160 shares; 2025Q4: 2,147 shares; 2026Q1: 1,611 shares 1,611 $207K 0.05% -536 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: 351 shares; 2025Q2: 285 shares; 2025Q3: 259 shares; 2025Q4: 262 shares; 2026Q1: 233 shares 233 $201K 0.05% -29 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 17,397 shares; 2025Q3: 17,258 shares; 2025Q4: 17,777 shares; 2026Q1: 12,969 shares 12,969 $167K 0.04% -4,808 Timeline RXST RXSIGHT INC More: the full row for RXSIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,788 shares; 2025Q2: 22,565 shares; 2025Q3: 40,887 shares; 2025Q4: 35,664 shares; 2026Q1: 25,867 shares 25,867 $159K 0.04% -9,797 Timeline ALVO ALVOTECH More: the full row for ALVOTECH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,467 shares; 2025Q1: 24,680 shares; 2025Q2: 31,652 shares; 2025Q3: 33,806 shares; 2025Q4: 53,880 shares; 2026Q1: 44,213 shares 44,213 $152K 0.03% -9,667 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: 17,784 shares; 2024Q4: 18,029 shares; 2025Q1: 18,720 shares; 2025Q2: 12,503 shares; 2025Q3: 12,631 shares; 2025Q4: 12,692 shares; 2026Q1: 12,571 shares 12,571 $145K 0.03% -121 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,668 shares; 2025Q2: not reported; 2025Q3: 26,743 shares; 2025Q4: 27,252 shares; 2026Q1: 28,330 shares 28,330 $120K 0.03% +1,078 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,539 shares; 2024Q4: 23,626 shares; 2025Q1: 23,626 shares; 2025Q2: 23,626 shares; 2025Q3: 23,426 shares; 2025Q4: 22,730 shares; 2026Q1: 22,730 shares 22,730 $105K 0.02% 0 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,800 shares; 2024Q4: 18,800 shares; 2025Q1: 18,800 shares; 2025Q2: 47,800 shares; 2025Q3: 47,800 shares; 2025Q4: 61,800 shares; 2026Q1: 61,800 shares 61,800 $37.4K 0.01% 0 Timeline