SGOV 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: restricted; 2024Q4: 865,803 shares; 2025Q1: 841,644 shares; 2025Q2: 629,085 shares; 2025Q3: 742,045 shares; 2025Q4: 663,538 shares; 2026Q1: 636,949 shares 636,949 $64.1M 4.84% -26,589 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: restricted; 2024Q4: 178,247 shares; 2025Q1: 175,369 shares; 2025Q2: 174,735 shares; 2025Q3: 173,496 shares; 2025Q4: 169,390 shares; 2026Q1: 168,853 shares 168,853 $62.8M 4.74% -537 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: restricted; 2024Q4: 229,688 shares; 2025Q1: 238,654 shares; 2025Q2: 223,805 shares; 2025Q3: 213,782 shares; 2025Q4: 215,209 shares; 2026Q1: 214,598 shares 214,598 $37.4M 2.83% -611 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: restricted; 2024Q4: 289,196 shares; 2025Q1: 442,257 shares; 2025Q2: 491,457 shares; 2025Q3: 511,912 shares; 2025Q4: 542,268 shares; 2026Q1: 535,025 shares 535,025 $36.1M 2.73% -7,243 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: restricted; 2024Q4: 127,153 shares; 2025Q1: 127,133 shares; 2025Q2: 130,083 shares; 2025Q3: 133,304 shares; 2025Q4: 135,884 shares; 2026Q1: 137,202 shares 137,202 $34M 2.57% +1,318 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: restricted; 2024Q4: 24,793 shares; 2025Q1: 26,062 shares; 2025Q2: 26,797 shares; 2025Q3: 41,984 shares; 2025Q4: 53,382 shares; 2026Q1: 68,473 shares 68,473 $32.8M 2.48% +15,091 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: restricted; 2024Q4: 25,872 shares; 2025Q1: 29,759 shares; 2025Q2: 37,429 shares; 2025Q3: 39,025 shares; 2025Q4: 40,209 shares; 2026Q1: 42,215 shares 42,215 $27.5M 2.07% +2,006 Timeline MGV 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: restricted; 2024Q4: not reported; 2025Q1: 100,033 shares; 2025Q2: 136,252 shares; 2025Q3: 153,341 shares; 2025Q4: 161,905 shares; 2026Q1: 183,109 shares 183,109 $26.5M 2% +21,204 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 430,498 shares; 2025Q2: 1,029,829 shares; 2025Q3: 1,058,330 shares; 2025Q4: 1,158,487 shares; 2026Q1: 1,230,060 shares 1,230,060 $24.3M 1.83% +71,573 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206,620 shares; 2025Q3: 206,595 shares; 2025Q4: 206,595 shares; 2026Q1: 206,501 shares 206,501 $24M 1.81% -94 Timeline IWY 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: restricted; 2024Q4: 57,219 shares; 2025Q1: 66,112 shares; 2025Q2: 83,443 shares; 2025Q3: 85,959 shares; 2025Q4: 87,959 shares; 2026Q1: 95,463 shares 95,463 $23.8M 1.79% +7,504 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,534 shares; 2025Q1: 115,674 shares; 2025Q2: 131,323 shares; 2025Q3: 120,881 shares; 2025Q4: 126,089 shares; 2026Q1: 116,725 shares 116,725 $22.4M 1.69% -9,364 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: restricted; 2024Q4: 59,151 shares; 2025Q1: 62,603 shares; 2025Q2: 67,385 shares; 2025Q3: 66,326 shares; 2025Q4: 81,893 shares; 2026Q1: 100,871 shares 100,871 $21M 1.59% +18,978 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: restricted; 2024Q4: 125,056 shares; 2025Q1: 132,164 shares; 2025Q2: 134,267 shares; 2025Q3: 157,220 shares; 2025Q4: 357,023 shares; 2026Q1: 416,126 shares 416,126 $20.7M 1.56% +59,103 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: restricted; 2024Q4: 61,505 shares; 2025Q1: 69,416 shares; 2025Q2: 69,854 shares; 2025Q3: 69,323 shares; 2025Q4: 78,711 shares; 2026Q1: 79,349 shares 79,349 $20.1M 1.52% +638 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,794 shares; 2026Q1: 955,082 shares 955,082 $19.5M 1.47% +940,288 Timeline IEF 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: restricted; 2024Q4: 33,355 shares; 2025Q1: 47,581 shares; 2025Q2: 142,930 shares; 2025Q3: 151,293 shares; 2025Q4: 175,138 shares; 2026Q1: 196,862 shares 196,862 $18.8M 1.42% +21,724 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,451 shares; 2025Q1: 105,420 shares; 2025Q2: 124,419 shares; 2025Q3: 128,548 shares; 2025Q4: 137,575 shares; 2026Q1: 144,521 shares 144,521 $18M 1.36% +6,946 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: restricted; 2024Q4: 30,076 shares; 2025Q1: 37,105 shares; 2025Q2: 37,289 shares; 2025Q3: 37,689 shares; 2025Q4: 38,345 shares; 2026Q1: 38,655 shares 38,655 $16.9M 1.27% +310 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 339,809 shares; 2025Q2: 364,074 shares; 2025Q3: 412,770 shares; 2025Q4: 425,446 shares; 2026Q1: 686,345 shares 686,345 $15.4M 1.16% +260,899 Timeline DIVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 606,666 shares; 2025Q3: 478,188 shares; 2025Q4: 474,518 shares; 2026Q1: 396,060 shares 396,060 $14.7M 1.11% -78,458 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,734 shares; 2025Q4: 229,536 shares; 2026Q1: 224,826 shares 224,826 $13.4M 1.01% -4,710 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,582 shares; 2025Q1: 67,924 shares; 2025Q2: 61,996 shares; 2025Q3: 62,499 shares; 2025Q4: 68,376 shares; 2026Q1: 66,551 shares 66,551 $13.1M 0.99% -1,825 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: restricted; 2024Q4: 116,940 shares; 2025Q1: 101,724 shares; 2025Q2: 93,910 shares; 2025Q3: 91,119 shares; 2025Q4: 84,052 shares; 2026Q1: 87,282 shares 87,282 $12.8M 0.96% +3,230 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: restricted; 2024Q4: 123,958 shares; 2025Q1: 124,398 shares; 2025Q2: 125,711 shares; 2025Q3: 193,118 shares; 2025Q4: 202,169 shares; 2026Q1: 228,113 shares 228,113 $12.5M 0.94% +25,944 Timeline IBTI 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: restricted; 2024Q4: not reported; 2025Q1: 255,389 shares; 2025Q2: 292,439 shares; 2025Q3: 298,705 shares; 2025Q4: 300,987 shares; 2026Q1: 558,845 shares 558,845 $12.5M 0.94% +257,858 Timeline VHT 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: restricted; 2024Q4: 27,178 shares; 2025Q1: 37,430 shares; 2025Q2: 37,511 shares; 2025Q3: 39,644 shares; 2025Q4: 43,192 shares; 2026Q1: 43,714 shares 43,714 $11.9M 0.9% +522 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: restricted; 2024Q4: 19,440 shares; 2025Q1: 24,924 shares; 2025Q2: 25,277 shares; 2025Q3: 23,435 shares; 2025Q4: 25,362 shares; 2026Q1: 41,203 shares 41,203 $11.8M 0.89% +15,841 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252,683 shares; 2025Q4: 264,121 shares; 2026Q1: 294,606 shares 294,606 $11.7M 0.88% +30,485 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: restricted; 2024Q4: 10,653 shares; 2025Q1: 12,863 shares; 2025Q2: 14,261 shares; 2025Q3: 16,162 shares; 2025Q4: 16,451 shares; 2026Q1: 16,711 shares 16,711 $11.7M 0.88% +260 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: restricted; 2024Q4: 56,049 shares; 2025Q1: 60,743 shares; 2025Q2: 54,226 shares; 2025Q3: 59,475 shares; 2025Q4: 38,425 shares; 2026Q1: 34,801 shares 34,801 $11.2M 0.84% -3,624 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 281,727 shares; 2025Q2: 300,277 shares; 2025Q3: 323,767 shares; 2025Q4: 334,631 shares; 2026Q1: 486,109 shares 486,109 $11.1M 0.84% +151,478 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: restricted; 2024Q4: 33,262 shares; 2025Q1: 31,950 shares; 2025Q2: 33,248 shares; 2025Q3: 31,308 shares; 2025Q4: 31,909 shares; 2026Q1: 34,445 shares 34,445 $10.7M 0.81% +2,536 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,474 shares; 2025Q1: 94,752 shares; 2025Q2: 102,857 shares; 2025Q3: 99,316 shares; 2025Q4: 106,034 shares; 2026Q1: 109,286 shares 109,286 $10.6M 0.8% +3,252 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,666 shares; 2025Q1: 27,212 shares; 2025Q2: 28,757 shares; 2025Q3: 31,108 shares; 2025Q4: 35,343 shares; 2026Q1: 36,894 shares 36,894 $10.6M 0.8% +1,551 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: restricted; 2024Q4: 11,615 shares; 2025Q1: 10,832 shares; 2025Q2: 11,082 shares; 2025Q3: 10,610 shares; 2025Q4: 13,023 shares; 2026Q1: 26,371 shares 26,371 $9.76M 0.74% +13,348 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,826 shares; 2025Q1: 150,646 shares; 2025Q2: 149,122 shares; 2025Q3: 147,425 shares; 2025Q4: 147,851 shares; 2026Q1: 143,821 shares 143,821 $9.72M 0.73% -4,030 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,906 shares; 2025Q1: 130,345 shares; 2025Q2: 127,938 shares; 2025Q3: 125,083 shares; 2025Q4: 126,037 shares; 2026Q1: 130,538 shares 130,538 $9.61M 0.73% +4,501 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: restricted; 2024Q4: 123,837 shares; 2025Q1: 121,616 shares; 2025Q2: 121,742 shares; 2025Q3: 113,415 shares; 2025Q4: 116,707 shares; 2026Q1: 137,711 shares 137,711 $9.61M 0.73% +21,004 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: restricted; 2024Q4: 25,022 shares; 2025Q1: 28,110 shares; 2025Q2: 33,492 shares; 2025Q3: 37,042 shares; 2025Q4: 34,170 shares; 2026Q1: 33,338 shares 33,338 $9.56M 0.72% -832 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223,426 shares; 2025Q4: 230,633 shares; 2026Q1: 197,784 shares 197,784 $9.29M 0.7% -32,849 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: restricted; 2024Q4: 19,771 shares; 2025Q1: 29,419 shares; 2025Q2: 30,825 shares; 2025Q3: 33,906 shares; 2025Q4: 38,672 shares; 2026Q1: 42,908 shares 42,908 $9.23M 0.7% +4,236 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: restricted; 2024Q4: 27,422 shares; 2025Q1: 29,441 shares; 2025Q2: 28,828 shares; 2025Q3: 29,971 shares; 2025Q4: 31,134 shares; 2026Q1: 35,076 shares 35,076 $9.19M 0.69% +3,942 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,435 shares; 2025Q1: 160,554 shares; 2025Q2: 478,234 shares; 2025Q3: 389,144 shares; 2025Q4: 386,051 shares; 2026Q1: 381,070 shares 381,070 $8.57M 0.65% -4,981 Timeline VGSH 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: restricted; 2024Q4: 85,169 shares; 2025Q1: 69,178 shares; 2025Q2: 85,042 shares; 2025Q3: 111,495 shares; 2025Q4: 128,876 shares; 2026Q1: 146,246 shares 146,246 $8.56M 0.65% +17,370 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: restricted; 2024Q4: 6,448 shares; 2025Q1: 6,993 shares; 2025Q2: 11,302 shares; 2025Q3: 10,938 shares; 2025Q4: 11,783 shares; 2026Q1: 13,041 shares 13,041 $7.79M 0.59% +1,258 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: restricted; 2024Q4: 5,001 shares; 2025Q1: 5,086 shares; 2025Q2: 5,667 shares; 2025Q3: 5,647 shares; 2025Q4: 5,959 shares; 2026Q1: 11,530 shares 11,530 $7.53M 0.57% +5,571 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: restricted; 2024Q4: 8,377 shares; 2025Q1: 8,500 shares; 2025Q2: 8,514 shares; 2025Q3: 9,441 shares; 2025Q4: 10,155 shares; 2026Q1: 12,943 shares 12,943 $7.47M 0.56% +2,788 Timeline XMMO 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: restricted; 2024Q4: 7,990 shares; 2025Q1: 40,819 shares; 2025Q2: 43,532 shares; 2025Q3: 39,282 shares; 2025Q4: 41,429 shares; 2026Q1: 47,443 shares 47,443 $6.88M 0.52% +6,014 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,402 shares; 2025Q1: 73,980 shares; 2025Q2: 72,963 shares; 2025Q3: 80,177 shares; 2025Q4: 142,634 shares; 2026Q1: 150,077 shares 150,077 $6.85M 0.52% +7,443 Timeline EDIV 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: restricted; 2024Q4: 92,400 shares; 2025Q1: 93,792 shares; 2025Q2: 95,432 shares; 2025Q3: 139,293 shares; 2025Q4: 151,232 shares; 2026Q1: 171,204 shares 171,204 $6.76M 0.51% +19,972 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: restricted; 2024Q4: 63,012 shares; 2025Q1: 96,821 shares; 2025Q2: 103,565 shares; 2025Q3: 95,414 shares; 2025Q4: 117,317 shares; 2026Q1: 171,551 shares 171,551 $6.59M 0.5% +54,234 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: restricted; 2024Q4: 65,831 shares; 2025Q1: 42,085 shares; 2025Q2: 41,436 shares; 2025Q3: 39,587 shares; 2025Q4: 42,483 shares; 2026Q1: 38,803 shares 38,803 $6.58M 0.5% -3,680 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: restricted; 2024Q4: 4,868 shares; 2025Q1: 5,081 shares; 2025Q2: 6,138 shares; 2025Q3: 6,037 shares; 2025Q4: 7,522 shares; 2026Q1: 10,674 shares 10,674 $6.11M 0.46% +3,152 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,256 shares; 2025Q1: 28,199 shares; 2025Q2: 31,032 shares; 2025Q3: 31,444 shares; 2025Q4: 31,677 shares; 2026Q1: 31,936 shares 31,936 $6.05M 0.46% +259 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: restricted; 2024Q4: 26,156 shares; 2025Q1: 27,201 shares; 2025Q2: 27,806 shares; 2025Q3: 25,762 shares; 2025Q4: 24,040 shares; 2026Q1: 28,866 shares 28,866 $5.87M 0.44% +4,826 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,943 shares 72,943 $5.84M 0.44% new Timeline AUSF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,035 shares; 2025Q3: 93,351 shares; 2025Q4: 101,388 shares; 2026Q1: 120,072 shares 120,072 $5.81M 0.44% +18,684 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,758 shares; 2025Q1: 169,954 shares; 2025Q2: 219,719 shares; 2025Q3: 259,309 shares; 2025Q4: 283,259 shares; 2026Q1: 184,218 shares 184,218 $5.65M 0.43% -99,041 Timeline VTC 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: restricted; 2024Q4: 39,075 shares; 2025Q1: 58,344 shares; 2025Q2: 58,212 shares; 2025Q3: 60,505 shares; 2025Q4: 66,104 shares; 2026Q1: 73,281 shares 73,281 $5.63M 0.43% +7,177 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: restricted; 2024Q4: 177,065 shares; 2025Q1: 71,632 shares; 2025Q2: 45,520 shares; 2025Q3: 75,992 shares; 2025Q4: 62,884 shares; 2026Q1: 60,974 shares 60,974 $5.59M 0.42% -1,910 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,645 shares; 2025Q1: 117,484 shares; 2025Q2: 112,975 shares; 2025Q3: 130,787 shares; 2025Q4: 92,361 shares; 2026Q1: 86,961 shares 86,961 $5.57M 0.42% -5,400 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,651 shares; 2025Q1: 7,759 shares; 2025Q2: 5,881 shares; 2025Q3: 7,048 shares; 2025Q4: 7,724 shares; 2026Q1: 14,192 shares 14,192 $5.54M 0.42% +6,468 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: restricted; 2024Q4: 27,057 shares; 2025Q1: 27,860 shares; 2025Q2: 26,443 shares; 2025Q3: 28,289 shares; 2025Q4: 30,221 shares; 2026Q1: 27,220 shares 27,220 $5.42M 0.41% -3,001 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,020 shares; 2025Q1: 32,014 shares; 2025Q2: 31,773 shares; 2025Q3: 32,748 shares; 2025Q4: 37,838 shares; 2026Q1: 40,419 shares 40,419 $5.39M 0.41% +2,581 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: restricted; 2024Q4: 67,077 shares; 2025Q1: 74,518 shares; 2025Q2: 76,458 shares; 2025Q3: 62,002 shares; 2025Q4: 84,305 shares; 2026Q1: 77,276 shares 77,276 $5.28M 0.4% -7,029 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195,249 shares; 2025Q4: 239,814 shares; 2026Q1: 321,609 shares 321,609 $5.09M 0.38% +81,795 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,785 shares; 2025Q1: 16,808 shares; 2025Q2: 16,518 shares; 2025Q3: 17,089 shares; 2025Q4: 17,138 shares; 2026Q1: 16,692 shares 16,692 $5.05M 0.38% -446 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: restricted; 2024Q4: 14,764 shares; 2025Q1: 14,025 shares; 2025Q2: 14,022 shares; 2025Q3: 14,397 shares; 2025Q4: 16,946 shares; 2026Q1: 17,146 shares 17,146 $5.04M 0.38% +200 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,302 shares; 2025Q1: 24,713 shares; 2025Q2: 38,453 shares; 2025Q3: 45,617 shares; 2025Q4: 54,108 shares; 2026Q1: 61,496 shares 61,496 $4.87M 0.37% +7,388 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,592 shares; 2025Q1: 98,076 shares; 2025Q2: 100,198 shares; 2025Q3: 93,508 shares; 2025Q4: 84,017 shares; 2026Q1: 52,732 shares 52,732 $4.84M 0.37% -31,285 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: restricted; 2024Q4: 22,986 shares; 2025Q1: 24,738 shares; 2025Q2: 29,482 shares; 2025Q3: 24,050 shares; 2025Q4: 22,935 shares; 2026Q1: 23,111 shares 23,111 $4.78M 0.36% +176 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: restricted; 2024Q4: 31,284 shares; 2025Q1: 34,504 shares; 2025Q2: 37,389 shares; 2025Q3: 27,754 shares; 2025Q4: 22,363 shares; 2026Q1: 23,097 shares 23,097 $4.43M 0.33% +734 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,057 shares; 2025Q1: 74,971 shares; 2025Q2: 75,063 shares; 2025Q3: 75,230 shares; 2025Q4: 200,329 shares; 2026Q1: 208,874 shares 208,874 $4.32M 0.33% +8,545 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,005 shares; 2025Q1: 20,012 shares; 2025Q2: 19,557 shares; 2025Q3: 19,562 shares; 2025Q4: 61,684 shares; 2026Q1: 61,579 shares 61,579 $4.32M 0.33% -105 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: restricted; 2024Q4: 15,776 shares; 2025Q1: 15,776 shares; 2025Q2: 15,810 shares; 2025Q3: 15,408 shares; 2025Q4: 94,973 shares; 2026Q1: 100,837 shares 100,837 $4.29M 0.32% +5,864 Timeline VOT 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: restricted; 2024Q4: 15,773 shares; 2025Q1: 16,238 shares; 2025Q2: 16,280 shares; 2025Q3: 16,344 shares; 2025Q4: 16,354 shares; 2026Q1: 16,649 shares 16,649 $4.28M 0.32% +295 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,300 shares; 2025Q1: 89,004 shares; 2025Q2: 92,724 shares; 2025Q3: 95,692 shares; 2025Q4: 117,266 shares; 2026Q1: 106,209 shares 106,209 $4.19M 0.32% -11,057 Timeline IGLB 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: restricted; 2024Q4: 46,909 shares; 2025Q1: 49,530 shares; 2025Q2: 48,281 shares; 2025Q3: 50,838 shares; 2025Q4: 76,132 shares; 2026Q1: 79,751 shares 79,751 $3.96M 0.3% +3,619 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: restricted; 2024Q4: 28,823 shares; 2025Q1: 28,186 shares; 2025Q2: 30,937 shares; 2025Q3: 29,138 shares; 2025Q4: 66,527 shares; 2026Q1: 64,394 shares 64,394 $3.94M 0.3% -2,133 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,695 shares; 2025Q1: 103,485 shares; 2025Q2: 103,454 shares; 2025Q3: 105,053 shares; 2025Q4: 104,267 shares; 2026Q1: 102,821 shares 102,821 $3.91M 0.3% -1,446 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: restricted; 2024Q4: 11,599 shares; 2025Q1: 12,181 shares; 2025Q2: 12,521 shares; 2025Q3: 14,847 shares; 2025Q4: 46,026 shares; 2026Q1: 43,556 shares 43,556 $3.84M 0.29% -2,470 Timeline OEF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,822 shares 11,822 $3.76M 0.28% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,094 shares; 2026Q1: 72,076 shares 72,076 $3.74M 0.28% +5,982 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,903 shares; 2025Q4: 205,523 shares; 2026Q1: 213,968 shares 213,968 $3.65M 0.28% +8,445 Timeline XSMO 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: restricted; 2024Q4: 74,129 shares; 2025Q1: 75,464 shares; 2025Q2: 78,203 shares; 2025Q3: 42,594 shares; 2025Q4: 44,220 shares; 2026Q1: 46,042 shares 46,042 $3.5M 0.26% +1,822 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,509 shares; 2026Q1: 37,621 shares 37,621 $3.47M 0.26% +30,112 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: restricted; 2024Q4: 1,922 shares; 2025Q1: 1,791 shares; 2025Q2: 1,878 shares; 2025Q3: 3,563 shares; 2025Q4: 10,083 shares; 2026Q1: 8,030 shares 8,030 $3.46M 0.26% -2,053 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,381 shares; 2025Q4: 88,384 shares; 2026Q1: 119,437 shares 119,437 $3.39M 0.26% +31,053 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,383 shares; 2025Q1: 19,720 shares; 2025Q2: 20,614 shares; 2025Q3: 20,132 shares; 2025Q4: 21,453 shares; 2026Q1: 27,107 shares 27,107 $3.38M 0.26% +5,654 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: restricted; 2024Q4: 15,011 shares; 2025Q1: 16,469 shares; 2025Q2: 25,931 shares; 2025Q3: 29,117 shares; 2025Q4: 34,640 shares; 2026Q1: 38,500 shares 38,500 $3.19M 0.24% +3,860 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,769 shares; 2025Q1: 7,366 shares; 2025Q2: 7,167 shares; 2025Q3: 7,065 shares; 2025Q4: 6,482 shares; 2026Q1: 6,403 shares 6,403 $3.1M 0.23% -79 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416,080 shares; 2026Q1: 439,899 shares 439,899 $3.05M 0.23% +23,819 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,984 shares; 2025Q1: not reported; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 6,914 shares; 2026Q1: 33,500 shares 33,500 $3.03M 0.23% +26,586 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: restricted; 2024Q4: 21,714 shares; 2025Q1: 30,095 shares; 2025Q2: 35,858 shares; 2025Q3: 39,933 shares; 2025Q4: 40,108 shares; 2026Q1: 39,502 shares 39,502 $3.02M 0.23% -606 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,365 shares; 2026Q1: 52,346 shares 52,346 $2.97M 0.22% +44,981 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,343 shares; 2025Q3: 27,359 shares; 2025Q4: 30,377 shares; 2026Q1: 32,096 shares 32,096 $2.73M 0.21% +1,719 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 48,943 shares; 2025Q2: 41,709 shares; 2025Q3: 43,783 shares; 2025Q4: 70,568 shares; 2026Q1: 59,595 shares 59,595 $2.69M 0.2% -10,973 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: restricted; 2024Q4: 14,416 shares; 2025Q1: 22,364 shares; 2025Q2: 24,456 shares; 2025Q3: 26,044 shares; 2025Q4: 28,249 shares; 2026Q1: 30,614 shares 30,614 $2.65M 0.2% +2,365 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: restricted; 2024Q4: 33,036 shares; 2025Q1: 32,846 shares; 2025Q2: 32,214 shares; 2025Q3: 31,089 shares; 2025Q4: 30,863 shares; 2026Q1: 30,136 shares 30,136 $2.65M 0.2% -727 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: restricted; 2024Q4: 2,076 shares; 2025Q1: 1,313 shares; 2025Q2: 9,343 shares; 2025Q3: 11,042 shares; 2025Q4: 12,194 shares; 2026Q1: 9,751 shares 9,751 $2.64M 0.2% -2,443 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,195 shares 38,195 $2.57M 0.19% new 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: restricted; 2024Q4: 25,910 shares; 2025Q1: 9,750 shares; 2025Q2: 4,599 shares; 2025Q3: 10,228 shares; 2025Q4: 12,205 shares; 2026Q1: 10,910 shares 10,910 $2.51M 0.19% -1,295 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,033 shares; 2025Q1: 3,310 shares; 2025Q2: 3,901 shares; 2025Q3: 3,686 shares; 2025Q4: 5,227 shares; 2026Q1: 5,669 shares 5,669 $2.42M 0.18% +442 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,659 shares; 2025Q2: 5,456 shares; 2025Q3: 10,870 shares; 2025Q4: 13,814 shares; 2026Q1: 13,713 shares 13,713 $2.39M 0.18% -101 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 459,955 shares 459,955 $2.39M 0.18% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,629 shares; 2025Q1: 30,190 shares; 2025Q2: 32,569 shares; 2025Q3: 35,007 shares; 2025Q4: 40,020 shares; 2026Q1: 46,400 shares 46,400 $2.34M 0.18% +6,380 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,293 shares; 2025Q1: 40,805 shares; 2025Q2: 40,678 shares; 2025Q3: 41,531 shares; 2025Q4: 58,286 shares; 2026Q1: 62,562 shares 62,562 $2.3M 0.17% +4,276 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: restricted; 2024Q4: 14,344 shares; 2025Q1: 15,748 shares; 2025Q2: 15,258 shares; 2025Q3: 15,470 shares; 2025Q4: 16,738 shares; 2026Q1: 17,743 shares 17,743 $2.21M 0.17% +1,005 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,179 shares; 2026Q1: 36,140 shares 36,140 $2.1M 0.16% +5,961 Timeline IBTM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,668 shares 91,668 $2.1M 0.16% new Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492,568 shares; 2026Q1: 537,068 shares 537,068 $2.1M 0.16% +44,500 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,853 shares; 2025Q1: 49,631 shares; 2025Q2: 48,707 shares; 2025Q3: 62,419 shares; 2025Q4: 40,278 shares; 2026Q1: 38,768 shares 38,768 $2.1M 0.16% -1,510 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,357 shares; 2025Q4: 12,295 shares; 2026Q1: 26,745 shares 26,745 $2.06M 0.16% +14,450 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,750 shares; 2025Q1: 6,012 shares; 2025Q2: 5,798 shares; 2025Q3: 5,622 shares; 2025Q4: 5,142 shares; 2026Q1: 23,068 shares 23,068 $2.05M 0.15% +17,926 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: restricted; 2024Q4: 2,621 shares; 2025Q1: 2,623 shares; 2025Q2: 2,623 shares; 2025Q3: 2,538 shares; 2025Q4: 2,466 shares; 2026Q1: 2,324 shares 2,324 $2.01M 0.15% -142 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,512 shares 20,512 $2.01M 0.15% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,332 shares; 2025Q1: 106,332 shares; 2025Q2: 106,332 shares; 2025Q3: 77,332 shares; 2025Q4: 77,332 shares; 2026Q1: 77,421 shares 77,421 $2M 0.15% +89 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,871 shares; 2025Q1: 35,776 shares; 2025Q2: 36,209 shares; 2025Q3: 34,531 shares; 2025Q4: 36,048 shares; 2026Q1: 82,612 shares 82,612 $1.99M 0.15% +46,564 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: restricted; 2024Q4: 11,044 shares; 2025Q1: 8,948 shares; 2025Q2: 7,860 shares; 2025Q3: 8,485 shares; 2025Q4: 9,494 shares; 2026Q1: 8,138 shares 8,138 $1.99M 0.15% -1,356 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,137 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,661 shares 9,661 $1.97M 0.15% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,062 shares; 2025Q1: 2,732 shares; 2025Q2: 2,725 shares; 2025Q3: 2,960 shares; 2025Q4: 3,447 shares; 2026Q1: 2,731 shares 2,731 $1.93M 0.15% -716 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,927 shares; 2025Q1: 4,021 shares; 2025Q2: 4,347 shares; 2025Q3: 4,650 shares; 2025Q4: 9,131 shares; 2026Q1: 9,031 shares 9,031 $1.93M 0.15% -100 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,560 shares; 2025Q1: 26,560 shares; 2025Q2: 26,560 shares; 2025Q3: 26,560 shares; 2025Q4: 138,964 shares; 2026Q1: 173,217 shares 173,217 $1.92M 0.15% +34,253 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,997 shares; 2025Q1: 10,330 shares; 2025Q2: 10,192 shares; 2025Q3: 9,934 shares; 2025Q4: 8,935 shares; 2026Q1: 9,213 shares 9,213 $1.9M 0.14% +278 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,554 shares; 2025Q1: 72,245 shares; 2025Q2: 77,845 shares; 2025Q3: 70,806 shares; 2025Q4: 66,757 shares; 2026Q1: 36,916 shares 36,916 $1.9M 0.14% -29,841 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: restricted; 2024Q4: 37,330 shares; 2025Q1: 39,797 shares; 2025Q2: 46,035 shares; 2025Q3: 48,553 shares; 2025Q4: 49,115 shares; 2026Q1: 35,740 shares 35,740 $1.88M 0.14% -13,375 Timeline PWB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,931 shares 14,931 $1.88M 0.14% new Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 72,311 shares; 2025Q2: 71,302 shares; 2025Q3: 71,212 shares; 2025Q4: 66,333 shares; 2026Q1: 85,513 shares 85,513 $1.87M 0.14% +19,180 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,148 shares; 2025Q1: 42,841 shares; 2025Q2: 37,105 shares; 2025Q3: 16,214 shares; 2025Q4: 19,088 shares; 2026Q1: 16,986 shares 16,986 $1.84M 0.14% -2,102 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,969 shares; 2025Q1: 193,644 shares; 2025Q2: 193,773 shares; 2025Q3: 47,225 shares; 2025Q4: 45,725 shares; 2026Q1: 44,898 shares 44,898 $1.82M 0.14% -827 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,750 shares; 2026Q1: 51,663 shares 51,663 $1.74M 0.13% +9,913 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: restricted; 2024Q4: 2,632 shares; 2025Q1: 2,788 shares; 2025Q2: 2,106 shares; 2025Q3: 2,896 shares; 2025Q4: 2,960 shares; 2026Q1: 7,073 shares 7,073 $1.68M 0.13% +4,113 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,647 shares; 2025Q1: 27,517 shares; 2025Q2: 29,121 shares; 2025Q3: 37,493 shares; 2025Q4: 51,670 shares; 2026Q1: 51,404 shares 51,404 $1.65M 0.12% -266 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: restricted; 2024Q4: 2,602 shares; 2025Q1: 2,323 shares; 2025Q2: 2,059 shares; 2025Q3: 16,142 shares; 2025Q4: 9,240 shares; 2026Q1: 10,989 shares 10,989 $1.62M 0.12% +1,749 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,715 shares; 2025Q1: 9,215 shares; 2025Q2: 9,171 shares; 2025Q3: 9,176 shares; 2025Q4: 9,350 shares; 2026Q1: 9,643 shares 9,643 $1.59M 0.12% +293 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,909 shares; 2026Q1: 46,189 shares 46,189 $1.54M 0.12% +8,280 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,393 shares; 2025Q1: 106,548 shares; 2025Q2: 33,412 shares; 2025Q3: 25,502 shares; 2025Q4: 56,266 shares; 2026Q1: 23,912 shares 23,912 $1.5M 0.11% -32,354 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,309 shares; 2025Q1: 2,706 shares; 2025Q2: 3,195 shares; 2025Q3: 2,368 shares; 2025Q4: 3,294 shares; 2026Q1: 9,251 shares 9,251 $1.48M 0.11% +5,957 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,638 shares; 2025Q1: 29,155 shares; 2025Q2: 29,735 shares; 2025Q3: 12,366 shares; 2025Q4: 11,748 shares; 2026Q1: 25,092 shares 25,092 $1.47M 0.11% +13,344 Timeline VWOB 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: restricted; 2024Q4: 15,512 shares; 2025Q1: 16,845 shares; 2025Q2: 16,865 shares; 2025Q3: 20,031 shares; 2025Q4: 29,822 shares; 2026Q1: 22,021 shares 22,021 $1.45M 0.11% -7,801 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: restricted; 2024Q4: 3,457 shares; 2025Q1: 3,172 shares; 2025Q2: 3,172 shares; 2025Q3: 3,156 shares; 2025Q4: 3,209 shares; 2026Q1: 3,771 shares 3,771 $1.45M 0.11% +562 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: restricted; 2024Q4: 26,352 shares; 2025Q1: 27,073 shares; 2025Q2: 27,132 shares; 2025Q3: 25,967 shares; 2025Q4: 28,013 shares; 2026Q1: 29,565 shares 29,565 $1.44M 0.11% +1,552 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,456 shares; 2025Q1: 23,585 shares; 2025Q2: 29,635 shares; 2025Q3: 31,233 shares; 2025Q4: 31,773 shares; 2026Q1: 31,087 shares 31,087 $1.44M 0.11% -686 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: restricted; 2024Q4: 2,983 shares; 2025Q1: 3,149 shares; 2025Q2: 2,856 shares; 2025Q3: 2,950 shares; 2025Q4: 3,786 shares; 2026Q1: 4,370 shares 4,370 $1.44M 0.11% +584 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,461 shares 12,461 $1.43M 0.11% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,744 shares; 2026Q1: 40,768 shares 40,768 $1.4M 0.11% +4,024 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,225 shares; 2025Q1: 3,479 shares; 2025Q2: 14,345 shares; 2025Q3: 12,668 shares; 2025Q4: 12,119 shares; 2026Q1: 13,272 shares 13,272 $1.4M 0.11% +1,153 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,175 shares; 2026Q1: 20,392 shares 20,392 $1.39M 0.1% -1,783 Timeline IFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,677 shares 43,677 $1.36M 0.1% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,049 shares; 2025Q2: 34,784 shares; 2025Q3: 37,942 shares; 2025Q4: 39,632 shares; 2026Q1: 51,544 shares 51,544 $1.35M 0.1% +11,912 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: restricted; 2024Q4: 8,188 shares; 2025Q1: 8,466 shares; 2025Q2: 8,978 shares; 2025Q3: 9,064 shares; 2025Q4: 9,275 shares; 2026Q1: 8,842 shares 8,842 $1.34M 0.1% -433 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,764 shares; 2025Q1: 12,828 shares; 2025Q2: 11,837 shares; 2025Q3: 11,589 shares; 2025Q4: 11,423 shares; 2026Q1: 11,073 shares 11,073 $1.31M 0.1% -350 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,571 shares; 2025Q1: 7,611 shares; 2025Q2: 7,611 shares; 2025Q3: 7,611 shares; 2025Q4: 7,671 shares; 2026Q1: 8,741 shares 8,741 $1.31M 0.1% +1,070 Timeline ITB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,592 shares; 2026Q1: 14,486 shares 14,486 $1.31M 0.1% -5,106 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: restricted; 2024Q4: 6,202 shares; 2025Q1: 6,644 shares; 2025Q2: 6,506 shares; 2025Q3: 6,543 shares; 2025Q4: 7,858 shares; 2026Q1: 8,448 shares 8,448 $1.25M 0.09% +590 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,370 shares; 2025Q1: 71,147 shares; 2025Q2: 30,476 shares; 2025Q3: 23,044 shares; 2025Q4: 22,979 shares; 2026Q1: 32,020 shares 32,020 $1.25M 0.09% +9,041 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,467 shares; 2025Q1: 25,277 shares; 2025Q2: 25,277 shares; 2025Q3: 25,277 shares; 2025Q4: 25,277 shares; 2026Q1: 80,529 shares 80,529 $1.25M 0.09% +55,252 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,708 shares; 2026Q1: 7,359 shares 7,359 $1.2M 0.09% +651 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,501 shares 22,501 $1.18M 0.09% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,282 shares; 2026Q1: 12,652 shares 12,652 $1.17M 0.09% +370 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,012 shares; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: not reported; 2025Q4: 987 shares; 2026Q1: 7,674 shares 7,674 $1.16M 0.09% +6,687 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: restricted; 2024Q4: 3,758 shares; 2025Q1: 3,658 shares; 2025Q2: 4,223 shares; 2025Q3: 4,137 shares; 2025Q4: 4,518 shares; 2026Q1: 3,801 shares 3,801 $1.15M 0.09% -717 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: restricted; 2024Q4: 724 shares; 2025Q1: 975 shares; 2025Q2: 1,016 shares; 2025Q3: 993 shares; 2025Q4: 1,281 shares; 2026Q1: 1,324 shares 1,324 $1.12M 0.08% +43 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,934 shares; 2025Q1: 6,223 shares; 2025Q2: 7,401 shares; 2025Q3: 7,201 shares; 2025Q4: 7,683 shares; 2026Q1: 7,637 shares 7,637 $1.11M 0.08% -46 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,028 shares 28,028 $1.11M 0.08% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,969 shares; 2025Q1: 6,189 shares; 2025Q2: 6,824 shares; 2025Q3: 7,615 shares; 2025Q4: 8,569 shares; 2026Q1: 11,130 shares 11,130 $1.1M 0.08% +2,561 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,725 shares; 2026Q1: 9,968 shares 9,968 $1.1M 0.08% +243 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,716 shares 20,716 $1.1M 0.08% new 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: restricted; 2024Q4: 610 shares; 2025Q1: 493 shares; 2025Q2: 765 shares; 2025Q3: 784 shares; 2025Q4: 1,050 shares; 2026Q1: 1,104 shares 1,104 $1.1M 0.08% +54 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: restricted; 2024Q4: 491 shares; 2025Q1: 461 shares; 2025Q2: 693 shares; 2025Q3: 668 shares; 2025Q4: 5,814 shares; 2026Q1: 11,382 shares 11,382 $1.09M 0.08% +5,568 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,960 shares; 2025Q1: 4,004 shares; 2025Q2: 4,056 shares; 2025Q3: 4,045 shares; 2025Q4: 4,423 shares; 2026Q1: 4,480 shares 4,480 $1.09M 0.08% +57 Timeline ICOP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,397 shares 22,397 $1.07M 0.08% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,212 shares 11,212 $1.06M 0.08% new Timeline IEZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,254 shares 36,254 $1.05M 0.08% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares; 2026Q1: 3,725 shares 3,725 $1.04M 0.08% +1,277 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: restricted; 2024Q4: 9,676 shares; 2025Q1: 10,076 shares; 2025Q2: 11,112 shares; 2025Q3: 10,580 shares; 2025Q4: 11,240 shares; 2026Q1: 33,380 shares 33,380 $1.01M 0.08% +22,140 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: restricted; 2024Q4: 7,119 shares; 2025Q1: 6,660 shares; 2025Q2: 6,622 shares; 2025Q3: 6,969 shares; 2025Q4: 6,762 shares; 2026Q1: 9,172 shares 9,172 $1000K 0.08% +2,410 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,852 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 10,228 shares; 2026Q1: 10,341 shares 10,341 $978K 0.07% +113 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,155 shares; 2026Q1: 18,932 shares 18,932 $955K 0.07% +4,777 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,726 shares; 2025Q1: 7,925 shares; 2025Q2: 8,289 shares; 2025Q3: 8,160 shares; 2025Q4: 8,455 shares; 2026Q1: 20,765 shares 20,765 $939K 0.07% +12,310 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,095 shares; 2025Q1: 10,439 shares; 2025Q2: 13,872 shares; 2025Q3: 13,904 shares; 2025Q4: 11,969 shares; 2026Q1: 18,285 shares 18,285 $922K 0.07% +6,316 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,606 shares; 2026Q1: 23,070 shares 23,070 $911K 0.07% +14,464 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: restricted; 2024Q4: 1,519 shares; 2025Q1: 1,730 shares; 2025Q2: 3,365 shares; 2025Q3: 3,448 shares; 2025Q4: 4,366 shares; 2026Q1: 4,181 shares 4,181 $909K 0.07% -185 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,297 shares; 2025Q1: 8,917 shares; 2025Q2: 8,842 shares; 2025Q3: 10,008 shares; 2025Q4: 10,613 shares; 2026Q1: 10,118 shares 10,118 $906K 0.07% -495 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57,684 shares; 2025Q2: 45,285 shares; 2025Q3: 30,273 shares; 2025Q4: 17,465 shares; 2026Q1: 17,514 shares 17,514 $906K 0.07% +49 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,959 shares 10,959 $905K 0.07% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,714 shares; 2025Q1: 17,144 shares; 2025Q2: 17,212 shares; 2025Q3: 17,292 shares; 2025Q4: 11,765 shares; 2026Q1: 13,546 shares 13,546 $894K 0.07% +1,781 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,767 shares; 2026Q1: 18,934 shares 18,934 $890K 0.07% +4,167 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,790 shares; 2025Q1: 2,207 shares; 2025Q2: 4,677 shares; 2025Q3: 3,799 shares; 2025Q4: 3,655 shares; 2026Q1: 2,579 shares 2,579 $871K 0.07% -1,076 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,065 shares; 2025Q1: 17,230 shares; 2025Q2: 17,729 shares; 2025Q3: 18,026 shares; 2025Q4: 17,981 shares; 2026Q1: 17,928 shares 17,928 $866K 0.07% -53 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,427 shares 11,427 $859K 0.06% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,657 shares; 2025Q1: 20,031 shares; 2025Q2: 15,293 shares; 2025Q3: 12,607 shares; 2025Q4: 3,708 shares; 2026Q1: 5,202 shares 5,202 $854K 0.06% +1,494 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,914 shares; 2025Q1: 32,680 shares; 2025Q2: 19,760 shares; 2025Q3: 18,834 shares; 2025Q4: 18,164 shares; 2026Q1: 17,702 shares 17,702 $852K 0.06% -462 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,801 shares; 2025Q1: 12,756 shares; 2025Q2: 12,756 shares; 2025Q3: 12,706 shares; 2025Q4: 12,530 shares; 2026Q1: 17,890 shares 17,890 $848K 0.06% +5,360 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,438 shares; 2026Q1: 5,427 shares 5,427 $842K 0.06% +1,989 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: restricted; 2024Q4: 26,670 shares; 2025Q1: 24,805 shares; 2025Q2: 25,455 shares; 2025Q3: 24,363 shares; 2025Q4: 25,463 shares; 2026Q1: 24,765 shares 24,765 $830K 0.06% -698 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: restricted; 2024Q4: 55,046 shares; 2025Q1: 32,214 shares; 2025Q2: 23,121 shares; 2025Q3: 22,544 shares; 2025Q4: 20,406 shares; 2026Q1: 16,172 shares 16,172 $812K 0.06% -4,234 Timeline EES 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,501 shares; 2026Q1: 13,974 shares 13,974 $811K 0.06% +473 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,259 shares; 2025Q1: 3,259 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,309 shares; 2026Q1: 2,857 shares 2,857 $811K 0.06% -452 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: restricted; 2024Q4: 511 shares; 2025Q1: 531 shares; 2025Q2: 789 shares; 2025Q3: 734 shares; 2025Q4: 786 shares; 2026Q1: 877 shares 877 $806K 0.06% +91 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,671 shares; 2025Q1: 25,984 shares; 2025Q2: 20,548 shares; 2025Q3: 20,295 shares; 2025Q4: 20,180 shares; 2026Q1: 20,180 shares 20,180 $803K 0.06% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,837 shares; 2025Q1: not reported; 2025Q2: 2,749 shares; 2025Q3: 2,046 shares; 2025Q4: 3,899 shares; 2026Q1: 3,176 shares 3,176 $796K 0.06% -723 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,547 shares; 2025Q1: 14,558 shares; 2025Q2: 14,624 shares; 2025Q3: 13,194 shares; 2025Q4: 13,244 shares; 2026Q1: 13,559 shares 13,559 $793K 0.06% +315 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,814 shares 7,814 $787K 0.06% new Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,593 shares; 2025Q1: 19,648 shares; 2025Q2: 20,229 shares; 2025Q3: 17,946 shares; 2025Q4: 17,956 shares; 2026Q1: 7,431 shares 7,431 $787K 0.06% -10,525 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: restricted; 2024Q4: 4,911 shares; 2025Q1: 4,911 shares; 2025Q2: 4,897 shares; 2025Q3: 4,898 shares; 2025Q4: 4,899 shares; 2026Q1: 7,407 shares 7,407 $786K 0.06% +2,508 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: restricted; 2024Q4: 2,687 shares; 2025Q1: 2,668 shares; 2025Q2: 2,590 shares; 2025Q3: 3,326 shares; 2025Q4: 3,954 shares; 2026Q1: 4,046 shares 4,046 $781K 0.06% +92 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,864 shares; 2025Q1: 961 shares; 2025Q2: 932 shares; 2025Q3: 610 shares; 2025Q4: 580 shares; 2026Q1: 587 shares 587 $775K 0.06% +7 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,868 shares; 2025Q1: 1,800 shares; 2025Q2: 1,738 shares; 2025Q3: 1,562 shares; 2025Q4: 5,178 shares; 2026Q1: 5,238 shares 5,238 $768K 0.06% +60 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,765 shares; 2025Q1: 4,817 shares; 2025Q2: 4,535 shares; 2025Q3: 4,579 shares; 2025Q4: 4,837 shares; 2026Q1: 5,461 shares 5,461 $755K 0.06% +624 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,215 shares; 2025Q3: 104,674 shares; 2025Q4: 146,268 shares; 2026Q1: 52,945 shares 52,945 $754K 0.06% -93,323 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: restricted; 2024Q4: 25,304 shares; 2025Q1: 24,804 shares; 2025Q2: 15,279 shares; 2025Q3: 19,419 shares; 2025Q4: 18,570 shares; 2026Q1: 30,795 shares 30,795 $747K 0.06% +12,225 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,061 shares; 2025Q1: 43,922 shares; 2025Q2: 42,950 shares; 2025Q3: 43,832 shares; 2025Q4: 43,297 shares; 2026Q1: 42,510 shares 42,510 $747K 0.06% -787 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: restricted; 2024Q4: 2,771 shares; 2025Q1: 1,886 shares; 2025Q2: 2,536 shares; 2025Q3: 2,817 shares; 2025Q4: 2,822 shares; 2026Q1: 3,255 shares 3,255 $736K 0.06% +433 Timeline IHAK 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: restricted; 2024Q4: 18,160 shares; 2025Q1: 11,755 shares; 2025Q2: 12,005 shares; 2025Q3: 12,980 shares; 2025Q4: 13,570 shares; 2026Q1: 16,639 shares 16,639 $726K 0.05% +3,069 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: restricted; 2024Q4: 7,540 shares; 2025Q1: 8,126 shares; 2025Q2: 7,989 shares; 2025Q3: 6,087 shares; 2025Q4: 18,177 shares; 2026Q1: 18,718 shares 18,718 $719K 0.05% +541 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,583 shares; 2025Q1: 6,282 shares; 2025Q2: 6,385 shares; 2025Q3: 6,283 shares; 2025Q4: 6,363 shares; 2026Q1: 6,285 shares 6,285 $713K 0.05% -78 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,282 shares; 2025Q1: 5,287 shares; 2025Q2: 5,232 shares; 2025Q3: 5,195 shares; 2025Q4: 5,195 shares; 2026Q1: 5,183 shares 5,183 $710K 0.05% -12 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: restricted; 2024Q4: 12,054 shares; 2025Q1: 12,446 shares; 2025Q2: 13,369 shares; 2025Q3: 13,987 shares; 2025Q4: 13,344 shares; 2026Q1: 13,030 shares 13,030 $688K 0.05% -314 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,969 shares; 2025Q4: 4,683 shares; 2026Q1: 5,047 shares 5,047 $686K 0.05% +364 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,723 shares; 2025Q1: 10,769 shares; 2025Q2: 10,856 shares; 2025Q3: 9,627 shares; 2025Q4: 9,995 shares; 2026Q1: 10,390 shares 10,390 $686K 0.05% +395 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,800 shares; 2026Q1: 28,169 shares 28,169 $682K 0.05% +3,369 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193,203 shares; 2025Q1: 14,907 shares; 2025Q2: 13,090 shares; 2025Q3: 12,616 shares; 2025Q4: 11,247 shares; 2026Q1: 11,107 shares 11,107 $681K 0.05% -140 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,725 shares; 2025Q1: 324,229 shares; 2025Q2: 98,850 shares; 2025Q3: 80,590 shares; 2025Q4: 50,221 shares; 2026Q1: 44,607 shares 44,607 $667K 0.05% -5,614 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,431 shares; 2025Q1: 1,451 shares; 2025Q2: 4,082 shares; 2025Q3: 3,459 shares; 2025Q4: 4,529 shares; 2026Q1: 2,748 shares 2,748 $666K 0.05% -1,781 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares 2,431 $665K 0.05% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 533 shares; 2025Q1: 434 shares; 2025Q2: 1,573 shares; 2025Q3: 1,612 shares; 2025Q4: 1,764 shares; 2026Q1: 1,387 shares 1,387 $658K 0.05% -377 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,302 shares; 2025Q1: 1,617 shares; 2025Q2: 1,620 shares; 2025Q3: 1,617 shares; 2025Q4: 1,707 shares; 2026Q1: 1,825 shares 1,825 $653K 0.05% +118 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: restricted; 2024Q4: 23,900 shares; 2025Q1: 23,361 shares; 2025Q2: 23,565 shares; 2025Q3: 20,945 shares; 2025Q4: 18,510 shares; 2026Q1: 22,466 shares 22,466 $651K 0.05% +3,956 Timeline XBI 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: restricted; 2024Q4: 13,349 shares; 2025Q1: 5,693 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 5,612 shares; 2026Q1: 5,037 shares 5,037 $643K 0.05% -575 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: restricted; 2024Q4: 12,721 shares; 2025Q1: 10,969 shares; 2025Q2: 11,007 shares; 2025Q3: 11,255 shares; 2025Q4: 12,459 shares; 2026Q1: 11,682 shares 11,682 $632K 0.05% -777 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,605 shares; 2025Q1: 48,131 shares; 2025Q2: 5,824 shares; 2025Q3: 5,703 shares; 2025Q4: 5,629 shares; 2026Q1: 5,673 shares 5,673 $627K 0.05% +44 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,682 shares; 2025Q1: 6,685 shares; 2025Q2: 6,234 shares; 2025Q3: 6,139 shares; 2025Q4: 7,895 shares; 2026Q1: 12,559 shares 12,559 $627K 0.05% +4,664 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,141 shares; 2025Q1: 576 shares; 2025Q2: 478 shares; 2025Q3: 394 shares; 2025Q4: 379 shares; 2026Q1: 343 shares 343 $593K 0.04% -36 Timeline CBXA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,680 shares; 2026Q1: 26,891 shares 26,891 $591K 0.04% -789 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,446 shares; 2025Q1: 6,138 shares; 2025Q2: 6,209 shares; 2025Q3: 5,989 shares; 2025Q4: 6,405 shares; 2026Q1: 6,339 shares 6,339 $589K 0.04% -66 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: restricted; 2024Q4: 31,545 shares; 2025Q1: 21,892 shares; 2025Q2: 23,304 shares; 2025Q3: 22,633 shares; 2025Q4: 8,143 shares; 2026Q1: 8,492 shares 8,492 $588K 0.04% +349 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,648 shares; 2026Q1: 2,481 shares 2,481 $586K 0.04% -167 Timeline EEM 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: restricted; 2024Q4: 11,652 shares; 2025Q1: 11,652 shares; 2025Q2: 9,352 shares; 2025Q3: 9,352 shares; 2025Q4: 9,352 shares; 2026Q1: 10,142 shares 10,142 $576K 0.04% +790 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: restricted; 2024Q4: 4,491 shares; 2025Q1: 3,984 shares; 2025Q2: 3,780 shares; 2025Q3: 3,574 shares; 2025Q4: 4,198 shares; 2026Q1: 4,288 shares 4,288 $566K 0.04% +90 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: restricted; 2024Q4: 7,668 shares; 2025Q1: 6,914 shares; 2025Q2: 7,933 shares; 2025Q3: 6,842 shares; 2025Q4: 7,248 shares; 2026Q1: 7,277 shares 7,277 $553K 0.04% +29 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 978 shares; 2025Q4: 977 shares; 2026Q1: 897 shares 897 $553K 0.04% -80 Timeline IBB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,844 shares; 2026Q1: 3,255 shares 3,255 $550K 0.04% +411 Timeline FIW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,148 shares; 2026Q1: 5,195 shares 5,195 $536K 0.04% +47 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,854 shares; 2026Q1: 19,626 shares 19,626 $534K 0.04% +6,772 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,888 shares; 2026Q1: 18,597 shares 18,597 $534K 0.04% +1,709 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,423 shares; 2025Q3: 2,483 shares; 2025Q4: 1,698 shares; 2026Q1: 1,336 shares 1,336 $523K 0.04% -362 Timeline SOXX 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: restricted; 2024Q4: 1,447 shares; 2025Q1: 1,081 shares; 2025Q2: 1,194 shares; 2025Q3: 1,204 shares; 2025Q4: 1,255 shares; 2026Q1: 1,580 shares 1,580 $519K 0.04% +325 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,824 shares; 2025Q1: 12,053 shares; 2025Q2: 11,342 shares; 2025Q3: 11,493 shares; 2025Q4: 11,693 shares; 2026Q1: 10,482 shares 10,482 $518K 0.04% -1,211 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,770 shares; 2025Q1: 6,207 shares; 2025Q2: 5,916 shares; 2025Q3: 5,718 shares; 2025Q4: 6,420 shares; 2026Q1: 6,480 shares 6,480 $516K 0.04% +60 Timeline VONG 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: restricted; 2024Q4: 4,641 shares; 2025Q1: 4,583 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,608 shares; 2026Q1: 4,659 shares 4,659 $511K 0.04% +51 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,142 shares 7,142 $504K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,112 shares; 2025Q1: 2,780 shares; 2025Q2: 2,683 shares; 2025Q3: 2,587 shares; 2025Q4: 3,441 shares; 2026Q1: 3,238 shares 3,238 $503K 0.04% -203 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,884 shares; 2025Q1: 2,655 shares; 2025Q2: 2,837 shares; 2025Q3: 2,813 shares; 2025Q4: 3,770 shares; 2026Q1: 3,827 shares 3,827 $501K 0.04% +57 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,751 shares; 2026Q1: 48,456 shares 48,456 $498K 0.04% +4,705 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: 1,696 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares; 2026Q1: 2,879 shares 2,879 $498K 0.04% +807 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,878 shares; 2025Q1: 1,908 shares; 2025Q2: 1,928 shares; 2025Q3: 1,934 shares; 2025Q4: 1,925 shares; 2026Q1: 1,970 shares 1,970 $481K 0.04% +45 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: restricted; 2024Q4: 1,550 shares; 2025Q1: 1,790 shares; 2025Q2: 1,348 shares; 2025Q3: 1,176 shares; 2025Q4: 1,528 shares; 2026Q1: 1,541 shares 1,541 $479K 0.04% +13 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,729 shares; 2025Q4: 3,757 shares; 2026Q1: 3,618 shares 3,618 $474K 0.04% -139 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,083 shares 5,083 $471K 0.04% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,604 shares; 2025Q1: 34,476 shares; 2025Q2: 8,355 shares; 2025Q3: 7,847 shares; 2025Q4: 8,563 shares; 2026Q1: 6,539 shares 6,539 $470K 0.04% -2,024 Timeline DEM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,697 shares; 2026Q1: 9,425 shares 9,425 $468K 0.04% +3,728 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: not reported; 2025Q2: 768 shares; 2025Q3: 648 shares; 2025Q4: 618 shares; 2026Q1: 642 shares 642 $468K 0.04% +24 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: restricted; 2024Q4: 2,607 shares; 2025Q1: 2,949 shares; 2025Q2: 2,835 shares; 2025Q3: 1,990 shares; 2025Q4: 3,095 shares; 2026Q1: 3,226 shares 3,226 $466K 0.04% +131 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: restricted; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: 751 shares; 2025Q3: 710 shares; 2025Q4: 1,372 shares; 2026Q1: 1,302 shares 1,302 $458K 0.03% -70 Timeline ISPY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,563 shares; 2026Q1: 10,391 shares 10,391 $450K 0.03% +1,828 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,242 shares; 2025Q2: 2,214 shares; 2025Q3: 2,224 shares; 2025Q4: 4,507 shares; 2026Q1: 4,624 shares 4,624 $446K 0.03% +117 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,911 shares; 2025Q1: 21,184 shares; 2025Q2: 19,610 shares; 2025Q3: 17,909 shares; 2025Q4: 16,430 shares; 2026Q1: 8,794 shares 8,794 $442K 0.03% -7,636 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: restricted; 2024Q4: 9,340 shares; 2025Q1: 8,071 shares; 2025Q2: 6,433 shares; 2025Q3: 6,438 shares; 2025Q4: 8,400 shares; 2026Q1: 8,868 shares 8,868 $438K 0.03% +468 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: restricted; 2024Q4: 9,517 shares; 2025Q1: 9,542 shares; 2025Q2: 9,590 shares; 2025Q3: 9,589 shares; 2025Q4: 10,863 shares; 2026Q1: 10,875 shares 10,875 $437K 0.03% +12 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,502 shares; 2026Q1: 13,157 shares 13,157 $436K 0.03% +655 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,713 shares; 2025Q1: 3,218 shares; 2025Q2: 3,072 shares; 2025Q3: 3,138 shares; 2025Q4: 3,023 shares; 2026Q1: 2,690 shares 2,690 $435K 0.03% -333 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,949 shares; 2025Q1: 1,821 shares; 2025Q2: 1,837 shares; 2025Q3: 1,555 shares; 2025Q4: 1,436 shares; 2026Q1: 1,486 shares 1,486 $432K 0.03% +50 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,806 shares; 2026Q1: 6,816 shares 6,816 $427K 0.03% +10 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: restricted; 2024Q4: 13,901 shares; 2025Q1: 13,901 shares; 2025Q2: 13,901 shares; 2025Q3: 13,901 shares; 2025Q4: 16,542 shares; 2026Q1: 16,550 shares 16,550 $424K 0.03% +8 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: restricted; 2024Q4: 605 shares; 2025Q1: 563 shares; 2025Q2: 542 shares; 2025Q3: 561 shares; 2025Q4: 671 shares; 2026Q1: 701 shares 701 $424K 0.03% +30 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,362 shares; 2025Q1: 4,362 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 7,478 shares 7,478 $423K 0.03% +3,188 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 940 shares; 2025Q1: 946 shares; 2025Q2: 989 shares; 2025Q3: 994 shares; 2025Q4: 1,009 shares; 2026Q1: 969 shares 969 $421K 0.03% -40 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,526 shares; 2025Q1: 5,230 shares; 2025Q2: 5,212 shares; 2025Q3: 4,987 shares; 2025Q4: 4,165 shares; 2026Q1: 4,396 shares 4,396 $409K 0.03% +231 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,822 shares; 2025Q1: 7,742 shares; 2025Q2: 14,651 shares; 2025Q3: 8,461 shares; 2025Q4: 7,050 shares; 2026Q1: 9,050 shares 9,050 $408K 0.03% +2,000 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,336 shares; 2025Q1: 2,326 shares; 2025Q2: 2,331 shares; 2025Q3: 2,334 shares; 2025Q4: 2,338 shares; 2026Q1: 2,180 shares 2,180 $407K 0.03% -158 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,510 shares; 2025Q1: 9,540 shares; 2025Q2: 9,665 shares; 2025Q3: 8,381 shares; 2025Q4: 8,500 shares; 2026Q1: 8,645 shares 8,645 $406K 0.03% +145 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: 1,252 shares; 2025Q2: 1,254 shares; 2025Q3: 1,263 shares; 2025Q4: 1,232 shares; 2026Q1: 1,229 shares 1,229 $401K 0.03% -3 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: restricted; 2024Q4: 9,999 shares; 2025Q1: 10,163 shares; 2025Q2: 10,431 shares; 2025Q3: 10,540 shares; 2025Q4: 11,035 shares; 2026Q1: 11,075 shares 11,075 $398K 0.03% +40 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,378 shares; 2025Q1: not reported; 2025Q2: 4,643 shares; 2025Q3: 4,832 shares; 2025Q4: 5,375 shares; 2026Q1: 6,251 shares 6,251 $392K 0.03% +876 Timeline JPSE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,121 shares; 2026Q1: 7,471 shares 7,471 $392K 0.03% +350 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,232 shares 10,232 $391K 0.03% new Timeline CBXJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,115 shares; 2026Q1: 18,389 shares 18,389 $382K 0.03% +8,274 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,174 shares; 2025Q4: 6,554 shares; 2026Q1: 6,650 shares 6,650 $380K 0.03% +96 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,745 shares; 2025Q3: 19,674 shares; 2025Q4: 13,680 shares; 2026Q1: 9,066 shares 9,066 $378K 0.03% -4,614 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,541 shares; 2025Q1: 6,908 shares; 2025Q2: 7,208 shares; 2025Q3: 7,290 shares; 2025Q4: 3,733 shares; 2026Q1: 1,056 shares 1,056 $376K 0.03% -2,677 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 385 shares; 2026Q1: 943 shares 943 $375K 0.03% +558 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,345 shares; 2025Q1: 1,211 shares; 2025Q2: 1,020 shares; 2025Q3: 959 shares; 2025Q4: 969 shares; 2026Q1: 1,160 shares 1,160 $369K 0.03% +191 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227,203 shares; 2025Q1: 19,070 shares; 2025Q2: 7,887 shares; 2025Q3: 7,258 shares; 2025Q4: 6,885 shares; 2026Q1: 6,323 shares 6,323 $366K 0.03% -562 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,071 shares; 2026Q1: 1,217 shares 1,217 $364K 0.03% +146 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,057 shares 1,057 $364K 0.03% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 3,049 shares; 2025Q4: 3,309 shares; 2026Q1: 4,830 shares 4,830 $363K 0.03% +1,521 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,149 shares; 2025Q3: 4,010 shares; 2025Q4: 3,554 shares; 2026Q1: 1,829 shares 1,829 $362K 0.03% -1,725 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,435 shares 1,435 $354K 0.03% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,557 shares; 2025Q2: 14,639 shares; 2025Q3: 8,229 shares; 2025Q4: 4,001 shares; 2026Q1: 4,054 shares 4,054 $352K 0.03% +53 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,437 shares; 2025Q1: 3,302 shares; 2025Q2: 3,245 shares; 2025Q3: 3,050 shares; 2025Q4: 3,451 shares; 2026Q1: 3,399 shares 3,399 $349K 0.03% -52 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: restricted; 2024Q4: 596 shares; 2025Q1: 553 shares; 2025Q2: 562 shares; 2025Q3: 511 shares; 2025Q4: 705 shares; 2026Q1: 697 shares 697 $348K 0.03% -8 Timeline JDVI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,345 shares; 2026Q1: 9,620 shares 9,620 $348K 0.03% +275 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: restricted; 2024Q4: 3,744 shares; 2025Q1: 3,821 shares; 2025Q2: 3,959 shares; 2025Q3: 3,570 shares; 2025Q4: 4,332 shares; 2026Q1: 4,404 shares 4,404 $342K 0.03% +72 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 100,671 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,864 shares 99,864 $341K 0.03% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,263 shares; 2025Q3: 1,760 shares; 2025Q4: 6,364 shares; 2026Q1: 4,395 shares 4,395 $340K 0.03% -1,969 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,663 shares; 2025Q1: 2,429 shares; 2025Q2: 2,429 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares; 2026Q1: 2,332 shares 2,332 $340K 0.03% -97 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,657 shares; 2026Q1: 1,687 shares 1,687 $339K 0.03% +30 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: restricted; 2024Q4: 1,379 shares; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,544 shares; 2025Q4: 3,098 shares; 2026Q1: 3,107 shares 3,107 $339K 0.03% +9 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 376 shares; 2026Q1: 387 shares 387 $338K 0.03% +11 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,779 shares; 2026Q1: 1,847 shares 1,847 $335K 0.03% +68 Timeline HTAX NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,760 shares; 2026Q1: 13,679 shares 13,679 $331K 0.02% +2,919 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,067 shares; 2025Q1: 16,354 shares; 2025Q2: 16,354 shares; 2025Q3: 18,881 shares; 2025Q4: 10,012 shares; 2026Q1: 10,982 shares 10,982 $329K 0.02% +970 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 1,071 shares; 2025Q3: 1,077 shares; 2025Q4: 1,079 shares; 2026Q1: 1,110 shares 1,110 $328K 0.02% +31 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,988 shares; 2026Q1: 2,914 shares 2,914 $327K 0.02% -74 Timeline VTWO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,233 shares 3,233 $324K 0.02% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 443 shares 443 $323K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,405 shares; 2025Q4: 1,979 shares; 2026Q1: 1,997 shares 1,997 $319K 0.02% +18 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,140 shares; 2025Q3: 2,292 shares; 2025Q4: 2,256 shares; 2026Q1: 2,510 shares 2,510 $317K 0.02% +254 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,156 shares; 2026Q1: 4,190 shares 4,190 $316K 0.02% +34 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,854 shares; 2025Q1: 4,854 shares; 2025Q2: 4,854 shares; 2025Q3: 4,794 shares; 2025Q4: 4,794 shares; 2026Q1: 4,808 shares 4,808 $311K 0.02% +14 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208 shares 208 $307K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 608 shares; 2026Q1: 539 shares 539 $303K 0.02% -69 Timeline BBEM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 4,600 shares 4,600 $302K 0.02% +100 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: restricted; 2024Q4: 4,463 shares; 2025Q1: 4,806 shares; 2025Q2: 4,854 shares; 2025Q3: 4,806 shares; 2025Q4: 4,839 shares; 2026Q1: 4,919 shares 4,919 $301K 0.02% +80 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,675 shares; 2025Q1: 19,550 shares; 2025Q2: 18,898 shares; 2025Q3: not reported; 2025Q4: 9,816 shares; 2026Q1: 8,831 shares 8,831 $300K 0.02% -985 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 715 shares; 2025Q2: 748 shares; 2025Q3: 821 shares; 2025Q4: 838 shares; 2026Q1: 812 shares 812 $298K 0.02% -26 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,356 shares 8,356 $297K 0.02% new Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,080 shares; 2025Q4: 5,141 shares; 2026Q1: 5,011 shares 5,011 $296K 0.02% -130 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 1,265 shares; 2026Q1: 1,344 shares 1,344 $294K 0.02% +79 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 849 shares; 2026Q1: 869 shares 869 $294K 0.02% +20 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,138 shares 6,138 $289K 0.02% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,535 shares; 2025Q1: 3,541 shares; 2025Q2: 3,547 shares; 2025Q3: 3,550 shares; 2025Q4: 3,555 shares; 2026Q1: 3,559 shares 3,559 $287K 0.02% +4 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: restricted; 2024Q4: 4,198 shares; 2025Q1: 4,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,366 shares 2,366 $285K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,232 shares; 2025Q1: 1,721 shares; 2025Q2: 1,723 shares; 2025Q3: 1,549 shares; 2025Q4: 1,584 shares; 2026Q1: 1,728 shares 1,728 $284K 0.02% +144 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,001 shares 3,001 $283K 0.02% new Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: 1,737 shares; 2026Q1: 1,812 shares 1,812 $281K 0.02% +75 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,723 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares 1,016 $280K 0.02% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,282 shares; 2026Q1: 2,692 shares 2,692 $279K 0.02% -590 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,808 shares; 2026Q1: 2,886 shares 2,886 $279K 0.02% +78 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,344 shares; 2026Q1: 1,505 shares 1,505 $277K 0.02% +161 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,252 shares; 2026Q1: 4,462 shares 4,462 $276K 0.02% +210 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,083 shares; 2026Q1: 2,109 shares 2,109 $276K 0.02% +26 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 741 shares; 2026Q1: 741 shares 741 $275K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,258 shares; 2026Q1: 1,265 shares 1,265 $275K 0.02% +7 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,195 shares; 2025Q3: 9,081 shares; 2025Q4: 9,701 shares; 2026Q1: 10,922 shares 10,922 $271K 0.02% +1,221 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,288 shares; 2025Q2: 2,183 shares; 2025Q3: not reported; 2025Q4: 1,845 shares; 2026Q1: 2,037 shares 2,037 $267K 0.02% +192 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,107 shares; 2025Q3: 4,569 shares; 2025Q4: 4,735 shares; 2026Q1: 5,346 shares 5,346 $266K 0.02% +611 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,584 shares 11,584 $266K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 1,447 shares 1,447 $264K 0.02% +564 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,634 shares; 2025Q1: 4,634 shares; 2025Q2: 4,634 shares; 2025Q3: 4,634 shares; 2025Q4: 4,634 shares; 2026Q1: 4,247 shares 4,247 $263K 0.02% -387 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,102 shares; 2026Q1: 2,045 shares 2,045 $262K 0.02% -57 Timeline SCHB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,376 shares; 2026Q1: 10,406 shares 10,406 $261K 0.02% +30 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,065 shares 5,065 $254K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097 shares; 2026Q1: 1,080 shares 1,080 $253K 0.02% -17 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 904 shares; 2025Q4: 1,031 shares; 2026Q1: 891 shares 891 $253K 0.02% -140 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares; 2026Q1: 1,799 shares 1,799 $251K 0.02% +119 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 589 shares; 2025Q4: 739 shares; 2026Q1: 700 shares 700 $249K 0.02% -39 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,610 shares 5,610 $248K 0.02% new Timeline HYG 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: restricted; 2024Q4: 3,876 shares; 2025Q1: 3,091 shares; 2025Q2: 2,789 shares; 2025Q3: 2,601 shares; 2025Q4: not reported; 2026Q1: 3,087 shares 3,087 $246K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,340 shares 1,340 $244K 0.02% new 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: restricted; 2024Q4: 21,318 shares; 2025Q1: 14,018 shares; 2025Q2: 41,170 shares; 2025Q3: 39,102 shares; 2025Q4: 13,964 shares; 2026Q1: 13,248 shares 13,248 $243K 0.02% -716 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,055 shares 2,055 $243K 0.02% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,143 shares 2,143 $241K 0.02% new 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: restricted; 2024Q4: 1,733 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $239K 0.02% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,537 shares; 2025Q1: 11,441 shares; 2025Q2: 11,251 shares; 2025Q3: 9,893 shares; 2025Q4: 5,477 shares; 2026Q1: 4,679 shares 4,679 $239K 0.02% -798 Timeline RWJ 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: restricted; 2024Q4: 12,714 shares; 2025Q1: 12,889 shares; 2025Q2: 4,997 shares; 2025Q3: 4,871 shares; 2025Q4: 4,786 shares; 2026Q1: 4,719 shares 4,719 $238K 0.02% -67 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 9,053 shares; 2025Q4: 9,130 shares; 2026Q1: 8,959 shares 8,959 $235K 0.02% -171 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,806 shares; 2026Q1: 1,867 shares 1,867 $235K 0.02% +61 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,324 shares; 2025Q1: 2,672 shares; 2025Q2: 2,633 shares; 2025Q3: 2,599 shares; 2025Q4: 2,827 shares; 2026Q1: 2,119 shares 2,119 $232K 0.02% -708 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,220 shares; 2026Q1: 7,600 shares 7,600 $232K 0.02% +380 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,523 shares; 2026Q1: 3,410 shares 3,410 $232K 0.02% -113 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312 shares; 2025Q1: 444 shares; 2025Q2: 438 shares; 2025Q3: 427 shares; 2025Q4: 472 shares; 2026Q1: 238 shares 238 $229K 0.02% -234 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,203 shares; 2026Q1: 1,928 shares 1,928 $229K 0.02% -275 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,124 shares; 2025Q1: 4,212 shares; 2025Q2: 4,262 shares; 2025Q3: 4,310 shares; 2025Q4: 4,376 shares; 2026Q1: 4,474 shares 4,474 $225K 0.02% +98 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,290 shares; 2025Q4: 3,416 shares; 2026Q1: 3,627 shares 3,627 $224K 0.02% +211 Timeline BLOK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,499 shares 4,499 $224K 0.02% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,601 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,226 shares 3,226 $224K 0.02% new 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: restricted; 2024Q4: 3,811 shares; 2025Q1: 3,745 shares; 2025Q2: 3,745 shares; 2025Q3: 3,746 shares; 2025Q4: 4,031 shares; 2026Q1: 3,881 shares 3,881 $224K 0.02% -150 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,845 shares 4,845 $222K 0.02% new Timeline RDVI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,388 shares; 2026Q1: 8,692 shares 8,692 $222K 0.02% +304 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,975 shares; 2025Q1: not reported; 2025Q2: 8,800 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares 8,350 $221K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,134 shares; 2025Q1: 7,276 shares; 2025Q2: 7,618 shares; 2025Q3: 6,395 shares; 2025Q4: 6,943 shares; 2026Q1: 7,564 shares 7,564 $217K 0.02% +621 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: 2,095 shares; 2025Q4: 2,117 shares; 2026Q1: 2,138 shares 2,138 $215K 0.02% +21 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 643 shares; 2026Q1: 707 shares 707 $214K 0.02% +64 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,479 shares 4,479 $213K 0.02% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,129 shares 4,129 $210K 0.02% new Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,175 shares; 2026Q1: 7,175 shares 7,175 $206K 0.02% 0 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,090 shares 6,090 $206K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares 1,051 $204K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 489 shares 489 $204K 0.02% new Timeline IWS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,396 shares 1,396 $204K 0.02% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,936 shares; 2026Q1: 9,227 shares 9,227 $202K 0.02% +291 Timeline KNG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,264 shares; 2026Q1: 4,133 shares 4,133 $201K 0.02% -1,131 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940 shares 940 $201K 0.02% new Timeline