IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,411 shares; 2024Q4: 48,752 shares; 2025Q1: 70,867 shares; 2025Q2: 88,782 shares; 2025Q3: 114,533 shares; 2025Q4: 199,294 shares; 2026Q1: 260,257 shares 260,257 $55M 4.36% +60,963 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: 33,853 shares; 2024Q4: 37,393 shares; 2025Q1: 32,732 shares; 2025Q2: 25,014 shares; 2025Q3: 36,990 shares; 2025Q4: 42,893 shares; 2026Q1: 89,893 shares 89,893 $53.7M 4.26% +47,000 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,215 shares; 2024Q4: 154,767 shares; 2025Q1: 184,005 shares; 2025Q2: 174,383 shares; 2025Q3: 210,875 shares; 2025Q4: 270,105 shares; 2026Q1: 470,220 shares 470,220 $53.2M 4.22% +200,115 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: 393,404 shares; 2024Q4: 350,166 shares; 2025Q1: 367,874 shares; 2025Q2: 407,431 shares; 2025Q3: 785,511 shares; 2025Q4: 964,516 shares; 2026Q1: 1,164,361 shares 1,164,361 $53.1M 4.21% +199,845 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,420,366 shares 1,420,366 $45.7M 3.62% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,076 shares; 2024Q4: 77,513 shares; 2025Q1: 92,119 shares; 2025Q2: 116,312 shares; 2025Q3: 504,156 shares; 2025Q4: 601,133 shares; 2026Q1: 1,951,668 shares 1,951,668 $44.7M 3.54% +1,350,535 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: 16,550 shares; 2024Q4: 185,215 shares; 2025Q1: 223,009 shares; 2025Q2: 283,546 shares; 2025Q3: 444,973 shares; 2025Q4: 559,341 shares; 2026Q1: 597,256 shares 597,256 $34.7M 2.75% +37,915 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,641 shares; 2025Q2: 54,676 shares; 2025Q3: 979,487 shares; 2025Q4: 1,044,099 shares; 2026Q1: 943,338 shares 943,338 $31.9M 2.52% -100,761 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: 20,024 shares; 2024Q4: 24,362 shares; 2025Q1: 29,888 shares; 2025Q2: 46,888 shares; 2025Q3: 73,571 shares; 2025Q4: 85,317 shares; 2026Q1: 135,795 shares 135,795 $23.7M 1.88% +50,478 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: 12,333 shares; 2024Q4: 33,498 shares; 2025Q1: 86,282 shares; 2025Q2: 181,271 shares; 2025Q3: 263,071 shares; 2025Q4: 413,280 shares; 2026Q1: 333,512 shares 333,512 $23.3M 1.84% -79,768 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: 50,052 shares; 2024Q4: 87,157 shares; 2025Q1: 84,330 shares; 2025Q2: 107,237 shares; 2025Q3: 124,519 shares; 2025Q4: 150,999 shares; 2026Q1: 214,833 shares 214,833 $20.4M 1.62% +63,834 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: 18,796 shares; 2024Q4: 23,536 shares; 2025Q1: 25,100 shares; 2025Q2: 30,302 shares; 2025Q3: 55,344 shares; 2025Q4: 72,837 shares; 2026Q1: 79,095 shares 79,095 $20.1M 1.59% +6,258 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,092 shares; 2025Q3: 293,733 shares; 2025Q4: 389,258 shares; 2026Q1: 602,252 shares 602,252 $19.8M 1.57% +212,994 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,719 shares; 2025Q1: 38,207 shares; 2025Q2: 46,710 shares; 2025Q3: 55,100 shares; 2025Q4: 109,907 shares; 2026Q1: 166,082 shares 166,082 $18.6M 1.48% +56,175 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,135 shares; 2025Q3: 256,889 shares; 2025Q4: 328,255 shares; 2026Q1: 499,177 shares 499,177 $18.1M 1.43% +170,922 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,218 shares; 2026Q1: 280,770 shares 280,770 $17.9M 1.42% +98,552 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: 87,118 shares; 2024Q4: 52,224 shares; 2025Q1: 98,096 shares; 2025Q2: 108,578 shares; 2025Q3: 109,669 shares; 2025Q4: 111,097 shares; 2026Q1: 199,215 shares 199,215 $15.2M 1.21% +88,118 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,503 shares; 2025Q4: 100,556 shares; 2026Q1: 214,036 shares 214,036 $15.2M 1.2% +113,480 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,689 shares; 2025Q3: 176,569 shares; 2025Q4: 212,170 shares; 2026Q1: 314,149 shares 314,149 $15.1M 1.2% +101,979 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: not reported; 2024Q4: not reported; 2025Q1: 60,629 shares; 2025Q2: 103,737 shares; 2025Q3: 124,995 shares; 2025Q4: 111,009 shares; 2026Q1: 148,453 shares 148,453 $15M 1.19% +37,444 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: 11,363 shares; 2024Q4: 14,175 shares; 2025Q1: 15,240 shares; 2025Q2: 22,912 shares; 2025Q3: 26,956 shares; 2025Q4: 30,674 shares; 2026Q1: 35,599 shares 35,599 $13.2M 1.04% +4,925 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,837 shares; 2024Q4: 141,099 shares; 2025Q1: 144,057 shares; 2025Q2: 243,645 shares; 2025Q3: 223,069 shares; 2025Q4: 220,476 shares; 2026Q1: 171,308 shares 171,308 $12.7M 1.01% -49,168 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: not reported; 2024Q4: not reported; 2025Q1: 7,289 shares; 2025Q2: 51,331 shares; 2025Q3: 37,699 shares; 2025Q4: 291,939 shares; 2026Q1: 211,031 shares 211,031 $12.6M 1% -80,908 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: 49,460 shares; 2024Q4: 97,234 shares; 2025Q1: 126,354 shares; 2025Q2: 157,615 shares; 2025Q3: 166,064 shares; 2025Q4: 207,433 shares; 2026Q1: 240,878 shares 240,878 $12.5M 0.99% +33,445 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,215 shares; 2024Q4: 408,683 shares; 2025Q1: 475,193 shares; 2025Q2: 537,237 shares; 2025Q3: 221,935 shares; 2025Q4: 247,937 shares; 2026Q1: 261,526 shares 261,526 $12.3M 0.98% +13,589 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: 13,026 shares; 2024Q4: 16,149 shares; 2025Q1: 19,313 shares; 2025Q2: 28,032 shares; 2025Q3: 42,134 shares; 2025Q4: 51,109 shares; 2026Q1: 55,858 shares 55,858 $11.6M 0.92% +4,749 Timeline RSMV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 422,684 shares; 2025Q3: 262,465 shares; 2025Q4: 419,071 shares; 2026Q1: 439,207 shares 439,207 $11.6M 0.92% +20,136 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,624 shares; 2024Q4: 20,393 shares; 2025Q1: 9,210 shares; 2025Q2: 14,842 shares; 2025Q3: 32,957 shares; 2025Q4: 69,856 shares; 2026Q1: 100,580 shares 100,580 $10.7M 0.85% +30,724 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,146 shares; 2025Q1: 49,260 shares; 2025Q2: 168,808 shares; 2025Q3: 215,443 shares; 2025Q4: 242,661 shares; 2026Q1: 271,250 shares 271,250 $10.5M 0.84% +28,589 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: not reported; 2024Q4: not reported; 2025Q1: 484 shares; 2025Q2: 796 shares; 2025Q3: 12,040 shares; 2025Q4: 12,952 shares; 2026Q1: 15,201 shares 15,201 $9.89M 0.78% +2,249 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: not reported; 2024Q4: 23,827 shares; 2025Q1: 48,585 shares; 2025Q2: 92,742 shares; 2025Q3: 110,814 shares; 2025Q4: 129,578 shares; 2026Q1: 143,307 shares 143,307 $9.18M 0.73% +13,729 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,251 shares; 2024Q4: 168,406 shares; 2025Q1: 195,032 shares; 2025Q2: 197,528 shares; 2025Q3: 261,895 shares; 2025Q4: 268,092 shares; 2026Q1: 358,863 shares 358,863 $8.88M 0.7% +90,771 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: not reported; 2024Q4: 1,057 shares; 2025Q1: 987 shares; 2025Q2: 2,211 shares; 2025Q3: 16,242 shares; 2025Q4: 16,618 shares; 2026Q1: 19,260 shares 19,260 $8.41M 0.67% +2,642 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: not reported; 2024Q4: 9,774 shares; 2025Q1: 9,330 shares; 2025Q2: 10,914 shares; 2025Q3: 15,977 shares; 2025Q4: 25,289 shares; 2026Q1: 27,098 shares 27,098 $7.79M 0.62% +1,809 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: 169,189 shares; 2024Q4: 58,924 shares; 2025Q1: 44,791 shares; 2025Q2: 67,338 shares; 2025Q3: 71,917 shares; 2025Q4: 109,471 shares; 2026Q1: 103,450 shares 103,450 $7.62M 0.6% -6,021 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,792 shares; 2025Q3: 105,482 shares; 2025Q4: 157,724 shares; 2026Q1: 273,585 shares 273,585 $7.21M 0.57% +115,861 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: not reported; 2024Q4: 9,718 shares; 2025Q1: 13,863 shares; 2025Q2: 16,331 shares; 2025Q3: 27,402 shares; 2025Q4: 22,050 shares; 2026Q1: 23,138 shares 23,138 $7.16M 0.57% +1,088 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: not reported; 2024Q4: 7,935 shares; 2025Q1: 9,808 shares; 2025Q2: 16,478 shares; 2025Q3: 36,100 shares; 2025Q4: 37,237 shares; 2026Q1: 41,544 shares 41,544 $7.05M 0.56% +4,307 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,503 shares; 2025Q1: 65,544 shares; 2025Q2: 79,350 shares; 2025Q3: 130,830 shares; 2025Q4: 152,180 shares; 2026Q1: 79,455 shares 79,455 $7M 0.56% -72,725 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,569 shares; 2025Q1: 27,671 shares; 2025Q2: 65,731 shares; 2025Q3: 112,484 shares; 2025Q4: 135,249 shares; 2026Q1: 172,043 shares 172,043 $6.85M 0.54% +36,794 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: not reported; 2024Q4: 2,954 shares; 2025Q1: 3,011 shares; 2025Q2: 3,091 shares; 2025Q3: 5,042 shares; 2025Q4: 7,517 shares; 2026Q1: 10,440 shares 10,440 $6.82M 0.54% +2,923 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,034 shares; 2025Q1: 28,486 shares; 2025Q2: 53,978 shares; 2025Q3: 95,509 shares; 2025Q4: 113,984 shares; 2026Q1: 142,284 shares 142,284 $6.54M 0.52% +28,300 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,668 shares; 2025Q1: 27,610 shares; 2025Q2: 52,823 shares; 2025Q3: 89,731 shares; 2025Q4: 109,063 shares; 2026Q1: 137,141 shares 137,141 $6.33M 0.5% +28,078 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,980 shares; 2025Q1: 29,382 shares; 2025Q2: 55,967 shares; 2025Q3: 95,427 shares; 2025Q4: 115,928 shares; 2026Q1: 146,583 shares 146,583 $6.32M 0.5% +30,655 Timeline BRNY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173,071 shares; 2026Q1: 126,647 shares 126,647 $6.17M 0.49% -46,424 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: not reported; 2024Q4: 1,556 shares; 2025Q1: 1,813 shares; 2025Q2: 2,073 shares; 2025Q3: 6,584 shares; 2025Q4: 10,908 shares; 2026Q1: 10,291 shares 10,291 $5.94M 0.47% -617 Timeline CLOA 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: not reported; 2024Q4: 9,174 shares; 2025Q1: 8,303 shares; 2025Q2: 19,354 shares; 2025Q3: 24,901 shares; 2025Q4: 59,679 shares; 2026Q1: 114,010 shares 114,010 $5.91M 0.47% +54,331 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,172 shares; 2025Q1: 21,369 shares; 2025Q2: 42,327 shares; 2025Q3: 65,845 shares; 2025Q4: 155,074 shares; 2026Q1: 164,300 shares 164,300 $5.84M 0.46% +9,226 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: not reported; 2024Q4: 3,443 shares; 2025Q1: 4,024 shares; 2025Q2: 4,556 shares; 2025Q3: 6,058 shares; 2025Q4: 8,432 shares; 2026Q1: 9,974 shares 9,974 $5.71M 0.45% +1,542 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: not reported; 2024Q4: 6,294 shares; 2025Q1: 6,316 shares; 2025Q2: 7,252 shares; 2025Q3: 12,199 shares; 2025Q4: 15,659 shares; 2026Q1: 19,617 shares 19,617 $5.63M 0.45% +3,958 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,995 shares; 2025Q4: 63,571 shares; 2026Q1: 181,233 shares 181,233 $5.57M 0.44% +117,662 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: not reported; 2024Q4: 3,902 shares; 2025Q1: 4,278 shares; 2025Q2: 5,048 shares; 2025Q3: 24,375 shares; 2025Q4: 25,441 shares; 2026Q1: 26,521 shares 26,521 $5.49M 0.43% +1,080 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: not reported; 2024Q4: 2,064 shares; 2025Q1: 3,446 shares; 2025Q2: 4,084 shares; 2025Q3: 14,333 shares; 2025Q4: 12,672 shares; 2026Q1: 17,183 shares 17,183 $5.23M 0.41% +4,511 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,383 shares; 2025Q3: 81,071 shares; 2025Q4: 85,850 shares; 2026Q1: 107,125 shares 107,125 $5.22M 0.41% +21,275 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: not reported; 2024Q4: 3,701 shares; 2025Q1: 3,447 shares; 2025Q2: 3,841 shares; 2025Q3: 53,969 shares; 2025Q4: 55,083 shares; 2026Q1: 55,387 shares 55,387 $5.14M 0.41% +304 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: not reported; 2024Q4: 7,459 shares; 2025Q1: 7,830 shares; 2025Q2: 9,564 shares; 2025Q3: 10,338 shares; 2025Q4: 15,964 shares; 2026Q1: 16,998 shares 16,998 $5M 0.4% +1,034 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,466 shares; 2025Q1: 19,536 shares; 2025Q2: 33,467 shares; 2025Q3: 40,351 shares; 2025Q4: 61,469 shares; 2026Q1: 69,375 shares 69,375 $4.98M 0.39% +7,906 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,030 shares; 2025Q1: 19,416 shares; 2025Q2: 35,032 shares; 2025Q3: 82,013 shares; 2025Q4: 97,745 shares; 2026Q1: 142,586 shares 142,586 $4.77M 0.38% +44,841 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,937 shares; 2024Q4: 62,433 shares; 2025Q1: 68,081 shares; 2025Q2: 54,495 shares; 2025Q3: 58,829 shares; 2025Q4: 85,519 shares; 2026Q1: 101,890 shares 101,890 $4.74M 0.38% +16,371 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,982 shares; 2025Q1: 10,424 shares; 2025Q2: 29,144 shares; 2025Q3: 34,051 shares; 2025Q4: 49,135 shares; 2026Q1: 55,940 shares 55,940 $4.73M 0.37% +6,805 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,458 shares; 2026Q1: 52,480 shares 52,480 $4.67M 0.37% +18,022 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,810 shares; 2025Q2: 24,522 shares; 2025Q3: 18,953 shares; 2025Q4: 261,112 shares; 2026Q1: 163,132 shares 163,132 $4.57M 0.36% -97,980 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,780 shares; 2025Q2: 10,865 shares; 2025Q3: 11,397 shares; 2025Q4: 31,522 shares; 2026Q1: 38,212 shares 38,212 $4.48M 0.35% +6,690 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,609 shares; 2025Q4: 18,608 shares; 2026Q1: 18,088 shares 18,088 $4.47M 0.35% -520 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700,492 shares; 2025Q4: 628,818 shares; 2026Q1: 146,291 shares 146,291 $4.38M 0.35% -482,527 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: not reported; 2024Q4: 960 shares; 2025Q1: 1,426 shares; 2025Q2: 3,993 shares; 2025Q3: 6,628 shares; 2025Q4: 8,111 shares; 2026Q1: 8,569 shares 8,569 $4.11M 0.33% +458 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: not reported; 2024Q4: 9,639 shares; 2025Q1: 10,356 shares; 2025Q2: 12,496 shares; 2025Q3: 17,414 shares; 2025Q4: 40,375 shares; 2026Q1: 31,838 shares 31,838 $3.96M 0.31% -8,537 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,494 shares; 2025Q4: 23,679 shares; 2026Q1: 76,951 shares 76,951 $3.84M 0.3% +53,272 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,378 shares; 2025Q2: 36,929 shares; 2025Q3: 50,466 shares; 2025Q4: 60,151 shares; 2026Q1: 75,068 shares 75,068 $3.67M 0.29% +14,917 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,210 shares; 2025Q2: 28,056 shares; 2025Q3: 53,097 shares; 2025Q4: 63,982 shares; 2026Q1: 105,730 shares 105,730 $3.55M 0.28% +41,748 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,120 shares; 2025Q2: 27,049 shares; 2025Q3: 50,518 shares; 2025Q4: 123,388 shares; 2026Q1: 121,273 shares 121,273 $3.53M 0.28% -2,115 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: not reported; 2024Q4: 719 shares; 2025Q1: 782 shares; 2025Q2: 1,089 shares; 2025Q3: 2,988 shares; 2025Q4: 3,053 shares; 2026Q1: 3,491 shares 3,491 $3.48M 0.28% +438 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,610 shares; 2024Q4: 64,121 shares; 2025Q1: 39,151 shares; 2025Q2: 31,441 shares; 2025Q3: 31,072 shares; 2025Q4: 41,866 shares; 2026Q1: 56,407 shares 56,407 $3.39M 0.27% +14,541 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: not reported; 2024Q4: 852 shares; 2025Q1: 966 shares; 2025Q2: 1,385 shares; 2025Q3: 1,163 shares; 2025Q4: 2,498 shares; 2026Q1: 4,336 shares 4,336 $3.25M 0.26% +1,838 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,256 shares 64,256 $3.21M 0.25% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,108 shares; 2025Q1: 39,883 shares; 2025Q2: 52,055 shares; 2025Q3: 59,235 shares; 2025Q4: 75,055 shares; 2026Q1: 68,218 shares 68,218 $3.14M 0.25% -6,837 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,848 shares; 2025Q1: 43,553 shares; 2025Q2: 55,185 shares; 2025Q3: 79,776 shares; 2025Q4: 74,099 shares; 2026Q1: 64,167 shares 64,167 $3.05M 0.24% -9,932 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,969 shares; 2026Q1: 132,219 shares 132,219 $3.05M 0.24% +95,250 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: not reported; 2024Q4: 22,367 shares; 2025Q1: 26,969 shares; 2025Q2: 25,610 shares; 2025Q3: 27,239 shares; 2025Q4: 26,395 shares; 2026Q1: 30,146 shares 30,146 $2.99M 0.24% +3,751 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,705 shares; 2025Q4: 28,029 shares; 2026Q1: 43,821 shares 43,821 $2.99M 0.24% +15,792 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,271 shares; 2025Q2: 22,789 shares; 2025Q3: 42,634 shares; 2025Q4: 75,800 shares; 2026Q1: 110,527 shares 110,527 $2.93M 0.23% +34,727 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: 98,317 shares; 2024Q4: 41,492 shares; 2025Q1: 30,713 shares; 2025Q2: 23,050 shares; 2025Q3: 25,916 shares; 2025Q4: 30,673 shares; 2026Q1: 32,834 shares 32,834 $2.88M 0.23% +2,161 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,758 shares; 2025Q2: 5,956 shares; 2025Q3: 7,925 shares; 2025Q4: 21,830 shares; 2026Q1: 26,559 shares 26,559 $2.83M 0.22% +4,729 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,536 shares; 2025Q1: 16,954 shares; 2025Q2: 36,298 shares; 2025Q3: 51,084 shares; 2025Q4: 67,306 shares; 2026Q1: 87,434 shares 87,434 $2.69M 0.21% +20,128 Timeline LVHD 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: not reported; 2024Q4: 15,506 shares; 2025Q1: 21,922 shares; 2025Q2: 26,383 shares; 2025Q3: 36,727 shares; 2025Q4: 46,853 shares; 2026Q1: 62,432 shares 62,432 $2.66M 0.21% +15,579 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,273 shares; 2025Q1: 54,994 shares; 2025Q2: 47,870 shares; 2025Q3: 45,250 shares; 2025Q4: 58,205 shares; 2026Q1: 57,554 shares 57,554 $2.66M 0.21% -651 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: not reported; 2024Q4: 6,051 shares; 2025Q1: 9,295 shares; 2025Q2: 13,595 shares; 2025Q3: 16,800 shares; 2025Q4: 36,868 shares; 2026Q1: 22,212 shares 22,212 $2.58M 0.2% -14,656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405,359 shares; 2026Q1: 101,755 shares 101,755 $2.47M 0.2% -303,604 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,239 shares; 2025Q1: 20,627 shares; 2025Q2: 28,024 shares; 2025Q3: 31,085 shares; 2025Q4: 34,327 shares; 2026Q1: 37,752 shares 37,752 $2.46M 0.2% +3,425 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: not reported; 2024Q4: 3,078 shares; 2025Q1: 3,702 shares; 2025Q2: 6,369 shares; 2025Q3: 6,323 shares; 2025Q4: 7,241 shares; 2026Q1: 9,759 shares 9,759 $2.39M 0.19% +2,518 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,924 shares; 2025Q3: 23,410 shares; 2025Q4: 29,311 shares; 2026Q1: 33,051 shares 33,051 $2.38M 0.19% +3,740 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,840 shares; 2025Q3: 22,427 shares; 2025Q4: 59,906 shares; 2026Q1: 65,798 shares 65,798 $2.27M 0.18% +5,892 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 4,561 shares; 2025Q4: 4,513 shares; 2026Q1: 5,212 shares 5,212 $2.24M 0.18% +699 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: not reported; 2024Q4: 2,926 shares; 2025Q1: 4,974 shares; 2025Q2: 6,068 shares; 2025Q3: 8,789 shares; 2025Q4: 17,752 shares; 2026Q1: 22,840 shares 22,840 $2.18M 0.17% +5,088 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: not reported; 2024Q4: 1,259 shares; 2025Q1: 1,218 shares; 2025Q2: 1,197 shares; 2025Q3: 1,245 shares; 2025Q4: 1,291 shares; 2026Q1: 1,461 shares 1,461 $2.15M 0.17% +170 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: 27,294 shares; 2024Q4: 58,596 shares; 2025Q1: 78,861 shares; 2025Q2: 102,248 shares; 2025Q3: 117,127 shares; 2025Q4: 17,292 shares; 2026Q1: 11,108 shares 11,108 $2.13M 0.17% -6,184 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: not reported; 2024Q4: 4,512 shares; 2025Q1: 5,231 shares; 2025Q2: 5,222 shares; 2025Q3: 7,344 shares; 2025Q4: 8,888 shares; 2026Q1: 9,779 shares 9,779 $2.13M 0.17% +891 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,196 shares; 2026Q1: 8,514 shares 8,514 $2.12M 0.17% +6,318 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,433 shares; 2024Q4: 25,120 shares; 2025Q1: 24,461 shares; 2025Q2: 26,148 shares; 2025Q3: 34,301 shares; 2025Q4: 32,148 shares; 2026Q1: 45,935 shares 45,935 $2.1M 0.17% +13,787 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,584 shares; 2025Q3: 11,450 shares; 2025Q4: 43,099 shares; 2026Q1: 45,216 shares 45,216 $2.09M 0.17% +2,117 Timeline SKOR 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: 71,686 shares; 2024Q4: 23,924 shares; 2025Q1: 15,233 shares; 2025Q2: 13,903 shares; 2025Q3: 18,459 shares; 2025Q4: 28,294 shares; 2026Q1: 42,563 shares 42,563 $2.07M 0.16% +14,269 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,663 shares 14,663 $1.99M 0.16% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 498 shares; 2025Q4: 16,573 shares; 2026Q1: 20,301 shares 20,301 $1.95M 0.15% +3,728 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: 12,268 shares; 2024Q4: 32,964 shares; 2025Q1: 2,312 shares; 2025Q2: 4,422 shares; 2025Q3: 6,614 shares; 2025Q4: 15,697 shares; 2026Q1: 21,338 shares 21,338 $1.85M 0.15% +5,641 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,517 shares; 2025Q3: 21,116 shares; 2025Q4: 33,432 shares; 2026Q1: 46,364 shares 46,364 $1.84M 0.15% +12,932 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,368 shares; 2025Q1: 4,298 shares; 2025Q2: 6,279 shares; 2025Q3: 7,680 shares; 2025Q4: 11,377 shares; 2026Q1: 20,744 shares 20,744 $1.8M 0.14% +9,367 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,800 shares; 2025Q3: 14,177 shares; 2025Q4: 21,446 shares; 2026Q1: 33,601 shares 33,601 $1.75M 0.14% +12,155 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,485 shares; 2025Q1: 13,579 shares; 2025Q2: 23,096 shares; 2025Q3: 37,617 shares; 2025Q4: 43,425 shares; 2026Q1: 51,743 shares 51,743 $1.75M 0.14% +8,318 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,944 shares; 2026Q1: 2,011 shares 2,011 $1.74M 0.14% +67 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: not reported; 2024Q4: 2,119 shares; 2025Q1: 2,313 shares; 2025Q2: 4,069 shares; 2025Q3: 4,281 shares; 2025Q4: 4,783 shares; 2026Q1: 5,679 shares 5,679 $1.72M 0.14% +896 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,280 shares; 2024Q4: 79,826 shares; 2025Q1: 58,024 shares; 2025Q2: 63,797 shares; 2025Q3: 11,963 shares; 2025Q4: 12,310 shares; 2026Q1: 15,346 shares 15,346 $1.71M 0.14% +3,036 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: not reported; 2024Q4: not reported; 2025Q1: 2,677 shares; 2025Q2: 2,718 shares; 2025Q3: 2,777 shares; 2025Q4: 3,002 shares; 2026Q1: 5,345 shares 5,345 $1.7M 0.13% +2,343 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 711 shares; 2025Q4: 1,144 shares; 2026Q1: 2,436 shares 2,436 $1.7M 0.13% +1,292 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,354 shares; 2025Q2: 21,533 shares; 2025Q3: 37,571 shares; 2025Q4: 44,103 shares; 2026Q1: 53,668 shares 53,668 $1.7M 0.13% +9,565 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,294 shares; 2025Q1: 11,013 shares; 2025Q2: 19,677 shares; 2025Q3: 33,386 shares; 2025Q4: 38,952 shares; 2026Q1: 46,722 shares 46,722 $1.7M 0.13% +7,770 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,401 shares; 2026Q1: 66,908 shares 66,908 $1.68M 0.13% +16,507 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,385 shares; 2025Q2: 19,410 shares; 2025Q3: 33,584 shares; 2025Q4: 39,224 shares; 2026Q1: 47,385 shares 47,385 $1.66M 0.13% +8,161 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,893 shares; 2025Q3: 49,699 shares; 2025Q4: 51,610 shares; 2026Q1: 49,270 shares 49,270 $1.65M 0.13% -2,340 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,046 shares 31,046 $1.63M 0.13% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,923 shares; 2025Q3: 47,085 shares; 2025Q4: 47,281 shares; 2026Q1: 47,328 shares 47,328 $1.61M 0.13% +47 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,876 shares; 2025Q1: 7,117 shares; 2025Q2: 12,549 shares; 2025Q3: 31,874 shares; 2025Q4: 26,208 shares; 2026Q1: 28,257 shares 28,257 $1.6M 0.13% +2,049 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,052 shares; 2025Q2: 39,697 shares; 2025Q3: 43,942 shares; 2025Q4: 44,596 shares; 2026Q1: 45,324 shares 45,324 $1.59M 0.13% +728 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: not reported; 2024Q4: 3,938 shares; 2025Q1: 5,576 shares; 2025Q2: 6,623 shares; 2025Q3: 7,694 shares; 2025Q4: 7,693 shares; 2026Q1: 10,948 shares 10,948 $1.58M 0.13% +3,255 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,228 shares; 2026Q1: 5,546 shares 5,546 $1.56M 0.12% +318 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: not reported; 2024Q4: 2,287 shares; 2025Q1: 2,016 shares; 2025Q2: 2,382 shares; 2025Q3: 2,608 shares; 2025Q4: 2,618 shares; 2026Q1: 2,529 shares 2,529 $1.53M 0.12% -89 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,787 shares; 2025Q3: 10,983 shares; 2025Q4: 15,936 shares; 2026Q1: 30,888 shares 30,888 $1.52M 0.12% +14,952 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,839 shares; 2026Q1: 12,395 shares 12,395 $1.52M 0.12% +556 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,489 shares; 2026Q1: 5,782 shares 5,782 $1.45M 0.11% +293 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: not reported; 2024Q4: 1,932 shares; 2025Q1: 1,770 shares; 2025Q2: 2,262 shares; 2025Q3: 2,897 shares; 2025Q4: 2,681 shares; 2026Q1: 2,885 shares 2,885 $1.44M 0.11% +204 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,830 shares; 2025Q3: 17,566 shares; 2025Q4: 27,700 shares; 2026Q1: 38,750 shares 38,750 $1.43M 0.11% +11,050 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,821 shares; 2025Q1: 6,729 shares; 2025Q2: 6,679 shares; 2025Q3: 7,258 shares; 2025Q4: 8,142 shares; 2026Q1: 8,647 shares 8,647 $1.42M 0.11% +505 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,793 shares; 2025Q3: 4,945 shares; 2025Q4: 8,561 shares; 2026Q1: 9,575 shares 9,575 $1.4M 0.11% +1,014 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,362 shares; 2025Q2: 20,050 shares; 2025Q3: 24,667 shares; 2025Q4: 31,462 shares; 2026Q1: 38,004 shares 38,004 $1.4M 0.11% +6,542 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,369 shares; 2025Q4: 12,589 shares; 2026Q1: 31,405 shares 31,405 $1.37M 0.11% +18,816 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,949 shares; 2025Q2: 17,433 shares; 2025Q3: 29,956 shares; 2025Q4: 35,065 shares; 2026Q1: 45,543 shares 45,543 $1.36M 0.11% +10,478 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: not reported; 2024Q4: 2,402 shares; 2025Q1: 2,408 shares; 2025Q2: 2,761 shares; 2025Q3: 3,377 shares; 2025Q4: 4,024 shares; 2026Q1: 4,078 shares 4,078 $1.34M 0.11% +54 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,544 shares; 2025Q2: 14,625 shares; 2025Q3: 25,577 shares; 2025Q4: 30,103 shares; 2026Q1: 39,324 shares 39,324 $1.33M 0.11% +9,221 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,227 shares; 2026Q1: 14,191 shares 14,191 $1.33M 0.11% +964 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: not reported; 2024Q4: 2,368 shares; 2025Q1: 2,334 shares; 2025Q2: 2,591 shares; 2025Q3: 3,596 shares; 2025Q4: 4,337 shares; 2026Q1: 4,826 shares 4,826 $1.31M 0.1% +489 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,972 shares 13,972 $1.29M 0.1% new Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,294 shares; 2025Q4: 11,955 shares; 2026Q1: 26,566 shares 26,566 $1.27M 0.1% +14,611 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,787 shares; 2025Q4: 3,316 shares; 2026Q1: 3,712 shares 3,712 $1.27M 0.1% +396 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,467 shares; 2025Q2: 13,585 shares; 2025Q3: 15,452 shares; 2025Q4: 20,096 shares; 2026Q1: 23,231 shares 23,231 $1.25M 0.1% +3,135 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,658 shares; 2026Q1: 25,122 shares 25,122 $1.25M 0.1% +18,464 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,070 shares 24,070 $1.21M 0.1% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,736 shares; 2026Q1: 10,208 shares 10,208 $1.19M 0.09% +472 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,634 shares; 2025Q3: 18,012 shares; 2025Q4: 18,139 shares; 2026Q1: 16,782 shares 16,782 $1.19M 0.09% -1,357 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: not reported; 2024Q4: 2,326 shares; 2025Q1: 2,444 shares; 2025Q2: 2,559 shares; 2025Q3: 2,933 shares; 2025Q4: 3,126 shares; 2026Q1: 3,308 shares 3,308 $1.18M 0.09% +182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,303 shares; 2025Q3: 4,566 shares; 2025Q4: 4,672 shares; 2026Q1: 6,022 shares 6,022 $1.18M 0.09% +1,350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,666 shares 12,666 $1.17M 0.09% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares; 2026Q1: 1,061 shares 1,061 $1.16M 0.09% +87 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,887 shares; 2025Q3: 27,265 shares; 2025Q4: 26,972 shares; 2026Q1: 29,119 shares 29,119 $1.15M 0.09% +2,147 Timeline HIMU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 16,226 shares; 2025Q4: 29,965 shares; 2026Q1: 23,702 shares 23,702 $1.14M 0.09% -6,263 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: not reported; 2024Q4: 6,392 shares; 2025Q1: 7,331 shares; 2025Q2: 7,849 shares; 2025Q3: 9,867 shares; 2025Q4: 13,067 shares; 2026Q1: 14,599 shares 14,599 $1.13M 0.09% +1,532 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,699 shares; 2025Q1: not reported; 2025Q2: 1,635 shares; 2025Q3: 3,431 shares; 2025Q4: 4,404 shares; 2026Q1: 5,456 shares 5,456 $1.11M 0.09% +1,052 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: not reported; 2024Q4: 969 shares; 2025Q1: 1,614 shares; 2025Q2: 2,048 shares; 2025Q3: 2,947 shares; 2025Q4: 3,483 shares; 2026Q1: 3,567 shares 3,567 $1.11M 0.09% +84 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,773 shares; 2025Q1: 5,786 shares; 2025Q2: 7,246 shares; 2025Q3: 9,336 shares; 2025Q4: 10,323 shares; 2026Q1: 10,738 shares 10,738 $1.1M 0.09% +415 Timeline TOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,625 shares; 2026Q1: 41,759 shares 41,759 $1.1M 0.09% +16,134 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: 96,829 shares; 2024Q4: 35,735 shares; 2025Q1: 20,578 shares; 2025Q2: 14,489 shares; 2025Q3: 14,047 shares; 2025Q4: 15,787 shares; 2026Q1: 16,199 shares 16,199 $1.09M 0.09% +412 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: 10,485 shares; 2024Q4: 19,372 shares; 2025Q1: 20,276 shares; 2025Q2: 21,261 shares; 2025Q3: 32,631 shares; 2025Q4: 37,825 shares; 2026Q1: 37,159 shares 37,159 $1.08M 0.09% -666 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,388 shares; 2025Q3: 1,404 shares; 2025Q4: 4,150 shares; 2026Q1: 4,483 shares 4,483 $1.07M 0.09% +333 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: not reported; 2024Q4: not reported; 2025Q1: 2,885 shares; 2025Q2: 5,926 shares; 2025Q3: 8,880 shares; 2025Q4: 10,773 shares; 2026Q1: 11,766 shares 11,766 $1.07M 0.08% +993 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,349 shares; 2025Q1: 3,338 shares; 2025Q2: 4,810 shares; 2025Q3: 4,844 shares; 2025Q4: 5,484 shares; 2026Q1: 8,185 shares 8,185 $1.05M 0.08% +2,701 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 943 shares; 2025Q3: 3,927 shares; 2025Q4: 4,612 shares; 2026Q1: 3,280 shares 3,280 $1.05M 0.08% -1,332 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,447 shares; 2025Q4: 14,149 shares; 2026Q1: 24,859 shares 24,859 $1.05M 0.08% +10,710 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,709 shares; 2026Q1: 45,174 shares 45,174 $1.02M 0.08% +4,465 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: not reported; 2024Q4: 1,733 shares; 2025Q1: 1,716 shares; 2025Q2: 1,590 shares; 2025Q3: 2,207 shares; 2025Q4: 2,928 shares; 2026Q1: 2,982 shares 2,982 $1.01M 0.08% +54 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: not reported; 2024Q4: 7,988 shares; 2025Q1: 8,852 shares; 2025Q2: 9,786 shares; 2025Q3: 10,355 shares; 2025Q4: 12,567 shares; 2026Q1: 13,220 shares 13,220 $1.01M 0.08% +653 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: not reported; 2024Q4: 8,358 shares; 2025Q1: 8,485 shares; 2025Q2: 9,904 shares; 2025Q3: 10,909 shares; 2025Q4: 11,566 shares; 2026Q1: 10,379 shares 10,379 $1M 0.08% -1,187 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,950 shares; 2025Q3: 20,311 shares; 2025Q4: 20,088 shares; 2026Q1: 20,064 shares 20,064 $995K 0.08% -24 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,853 shares; 2025Q4: 49,437 shares; 2026Q1: 33,350 shares 33,350 $990K 0.08% -16,087 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,405 shares 37,405 $980K 0.08% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664 shares; 2025Q4: 2,356 shares; 2026Q1: 2,893 shares 2,893 $977K 0.08% +537 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: not reported; 2024Q4: 10,611 shares; 2025Q1: 31,340 shares; 2025Q2: 11,669 shares; 2025Q3: 12,754 shares; 2025Q4: 19,646 shares; 2026Q1: 19,908 shares 19,908 $971K 0.08% +262 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,230 shares; 2025Q1: 20,404 shares; 2025Q2: 27,679 shares; 2025Q3: 40,500 shares; 2025Q4: 61,133 shares; 2026Q1: 32,782 shares 32,782 $967K 0.08% -28,351 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,150 shares; 2026Q1: 3,294 shares 3,294 $956K 0.08% +144 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,638 shares; 2025Q1: 1,625 shares; 2025Q2: 1,409 shares; 2025Q3: 1,038 shares; 2025Q4: 5,117 shares; 2026Q1: 5,939 shares 5,939 $952K 0.08% +822 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,839 shares; 2025Q3: 17,435 shares; 2025Q4: 19,361 shares; 2026Q1: 28,399 shares 28,399 $948K 0.08% +9,038 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 773 shares; 2025Q4: 1,145 shares; 2026Q1: 1,329 shares 1,329 $942K 0.07% +184 Timeline SCEC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,389 shares 37,389 $938K 0.07% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,328 shares; 2025Q1: 8,323 shares; 2025Q2: 11,454 shares; 2025Q3: 14,691 shares; 2025Q4: 17,634 shares; 2026Q1: 17,174 shares 17,174 $928K 0.07% -460 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,043 shares 37,043 $921K 0.07% new Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,280 shares; 2025Q3: 12,863 shares; 2025Q4: 14,674 shares; 2026Q1: 21,520 shares 21,520 $915K 0.07% +6,846 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,981 shares; 2025Q4: 22,446 shares; 2026Q1: 23,659 shares 23,659 $909K 0.07% +1,213 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: 2,196 shares; 2025Q3: 2,966 shares; 2025Q4: 3,468 shares; 2026Q1: 3,733 shares 3,733 $905K 0.07% +265 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,319 shares; 2025Q3: 14,041 shares; 2025Q4: 15,917 shares; 2026Q1: 23,564 shares 23,564 $902K 0.07% +7,647 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577 shares; 2025Q3: 2,049 shares; 2025Q4: 2,233 shares; 2026Q1: 2,306 shares 2,306 $900K 0.07% +73 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,022 shares; 2025Q1: 2,733 shares; 2025Q2: 2,179 shares; 2025Q3: 2,384 shares; 2025Q4: 2,580 shares; 2026Q1: 2,551 shares 2,551 $881K 0.07% -29 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,851 shares; 2025Q4: 9,140 shares; 2026Q1: 16,774 shares 16,774 $880K 0.07% +7,634 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: not reported; 2024Q4: 5,743 shares; 2025Q1: 9,521 shares; 2025Q2: 9,828 shares; 2025Q3: 10,794 shares; 2025Q4: 13,137 shares; 2026Q1: 13,289 shares 13,289 $877K 0.07% +152 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,418 shares; 2026Q1: 5,825 shares 5,825 $877K 0.07% +407 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,875 shares; 2025Q4: 46,509 shares; 2026Q1: 45,356 shares 45,356 $875K 0.07% -1,153 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: not reported; 2024Q4: 1,928 shares; 2025Q1: not reported; 2025Q2: 1,831 shares; 2025Q3: 2,892 shares; 2025Q4: 4,442 shares; 2026Q1: 5,899 shares 5,899 $874K 0.07% +1,457 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,054 shares; 2025Q3: 13,179 shares; 2025Q4: 15,192 shares; 2026Q1: 22,733 shares 22,733 $869K 0.07% +7,541 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,725 shares; 2026Q1: 21,565 shares 21,565 $866K 0.07% -14,160 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: not reported; 2024Q4: 3,100 shares; 2025Q1: 3,375 shares; 2025Q2: 3,617 shares; 2025Q3: 5,398 shares; 2025Q4: 5,358 shares; 2026Q1: 5,354 shares 5,354 $831K 0.07% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,628 shares; 2025Q4: 4,816 shares; 2026Q1: 8,775 shares 8,775 $827K 0.07% +3,959 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,901 shares; 2026Q1: 4,716 shares 4,716 $823K 0.07% +2,815 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,679 shares; 2025Q1: 4,679 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 4,679 shares; 2026Q1: 16,530 shares 16,530 $821K 0.07% +11,851 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: not reported; 2024Q4: 3,816 shares; 2025Q1: 3,932 shares; 2025Q2: 3,771 shares; 2025Q3: 4,767 shares; 2025Q4: 5,835 shares; 2026Q1: 6,686 shares 6,686 $804K 0.06% +851 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,159 shares; 2026Q1: 5,500 shares 5,500 $795K 0.06% +341 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: not reported; 2024Q4: 2,430 shares; 2025Q1: 2,495 shares; 2025Q2: 2,519 shares; 2025Q3: 3,050 shares; 2025Q4: 3,410 shares; 2026Q1: 3,509 shares 3,509 $793K 0.06% +99 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,742 shares 20,742 $778K 0.06% new Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,048 shares; 2025Q4: 6,370 shares; 2026Q1: 14,999 shares 14,999 $769K 0.06% +8,629 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,127 shares; 2025Q3: 2,137 shares; 2025Q4: 2,299 shares; 2026Q1: 2,358 shares 2,358 $769K 0.06% +59 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,667 shares; 2025Q4: 19,587 shares; 2026Q1: 11,268 shares 11,268 $767K 0.06% -8,319 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: not reported; 2024Q4: 1,376 shares; 2025Q1: 1,504 shares; 2025Q2: 1,748 shares; 2025Q3: 1,936 shares; 2025Q4: 2,416 shares; 2026Q1: 3,154 shares 3,154 $765K 0.06% +738 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: not reported; 2024Q4: 1,362 shares; 2025Q1: 1,287 shares; 2025Q2: 2,556 shares; 2025Q3: 2,505 shares; 2025Q4: 2,713 shares; 2026Q1: 2,628 shares 2,628 $763K 0.06% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,194 shares 5,194 $757K 0.06% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,072 shares; 2025Q3: 3,958 shares; 2025Q4: 7,459 shares; 2026Q1: 9,375 shares 9,375 $746K 0.06% +1,916 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: 21,726 shares; 2024Q4: 8,486 shares; 2025Q1: 4,402 shares; 2025Q2: 3,955 shares; 2025Q3: 4,432 shares; 2025Q4: 5,224 shares; 2026Q1: 5,967 shares 5,967 $742K 0.06% +743 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,902 shares; 2025Q4: 4,670 shares; 2026Q1: 5,436 shares 5,436 $739K 0.06% +766 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: not reported; 2024Q4: not reported; 2025Q1: 4,092 shares; 2025Q2: 5,140 shares; 2025Q3: 6,274 shares; 2025Q4: 7,683 shares; 2026Q1: 7,448 shares 7,448 $729K 0.06% -235 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: not reported; 2024Q4: 1,655 shares; 2025Q1: 2,408 shares; 2025Q2: 3,672 shares; 2025Q3: 4,200 shares; 2025Q4: 4,536 shares; 2026Q1: 4,881 shares 4,881 $718K 0.06% +345 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,061 shares; 2025Q1: 2,078 shares; 2025Q2: 2,185 shares; 2025Q3: 2,323 shares; 2025Q4: 2,385 shares; 2026Q1: 2,274 shares 2,274 $714K 0.06% -111 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,262 shares; 2025Q3: 11,981 shares; 2025Q4: 17,710 shares; 2026Q1: 15,791 shares 15,791 $712K 0.06% -1,919 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: not reported; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,735 shares; 2025Q3: 2,926 shares; 2025Q4: 3,927 shares; 2026Q1: 4,295 shares 4,295 $710K 0.06% +368 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: not reported; 2024Q4: 1,052 shares; 2025Q1: 1,042 shares; 2025Q2: 1,191 shares; 2025Q3: 1,140 shares; 2025Q4: 1,690 shares; 2026Q1: 1,662 shares 1,662 $709K 0.06% -28 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: not reported; 2024Q4: 12,418 shares; 2025Q1: 12,073 shares; 2025Q2: 13,618 shares; 2025Q3: 15,921 shares; 2025Q4: 12,493 shares; 2026Q1: 14,003 shares 14,003 $703K 0.06% +1,510 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,026 shares; 2026Q1: 4,436 shares 4,436 $690K 0.05% +410 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,101 shares; 2025Q1: 4,104 shares; 2025Q2: 4,106 shares; 2025Q3: 4,106 shares; 2025Q4: 3,653 shares; 2026Q1: 3,263 shares 3,263 $668K 0.05% -390 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 409 shares; 2025Q4: 824 shares; 2026Q1: 784 shares 784 $663K 0.05% -40 Timeline VIOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,713 shares; 2026Q1: 6,502 shares 6,502 $662K 0.05% +2,789 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,734 shares; 2025Q2: 3,911 shares; 2025Q3: 14,121 shares; 2025Q4: 15,204 shares; 2026Q1: 11,691 shares 11,691 $661K 0.05% -3,513 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,406 shares; 2025Q4: 2,371 shares; 2026Q1: 3,417 shares 3,417 $659K 0.05% +1,046 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,884 shares; 2025Q2: 8,305 shares; 2025Q3: 8,834 shares; 2025Q4: 9,772 shares; 2026Q1: 13,151 shares 13,151 $656K 0.05% +3,379 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,837 shares; 2025Q4: 13,060 shares; 2026Q1: 12,078 shares 12,078 $654K 0.05% -982 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 626 shares; 2025Q2: 712 shares; 2025Q3: 917 shares; 2025Q4: 884 shares; 2026Q1: 1,315 shares 1,315 $652K 0.05% +431 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,880 shares; 2025Q1: 6,208 shares; 2025Q2: 9,171 shares; 2025Q3: 8,083 shares; 2025Q4: 11,261 shares; 2026Q1: 12,058 shares 12,058 $648K 0.05% +797 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,299 shares; 2025Q1: 4,413 shares; 2025Q2: 4,444 shares; 2025Q3: 4,648 shares; 2025Q4: 8,164 shares; 2026Q1: 9,012 shares 9,012 $648K 0.05% +848 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,702 shares; 2025Q3: 6,825 shares; 2025Q4: 7,939 shares; 2026Q1: 6,628 shares 6,628 $644K 0.05% -1,311 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,974 shares; 2025Q4: 9,975 shares; 2026Q1: 9,448 shares 9,448 $644K 0.05% -527 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,309 shares; 2026Q1: 4,480 shares 4,480 $642K 0.05% +171 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,632 shares; 2025Q3: 7,632 shares; 2025Q4: 8,004 shares; 2026Q1: 7,632 shares 7,632 $637K 0.05% -372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,114 shares 2,114 $632K 0.05% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 4,547 shares; 2025Q4: 4,536 shares; 2026Q1: 4,534 shares 4,534 $627K 0.05% -2 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: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,319 shares; 2025Q2: 1,538 shares; 2025Q3: 2,750 shares; 2025Q4: 3,160 shares; 2026Q1: 3,353 shares 3,353 $625K 0.05% +193 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,220 shares; 2025Q3: 5,667 shares; 2025Q4: 5,475 shares; 2026Q1: 5,499 shares 5,499 $622K 0.05% +24 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,584 shares; 2025Q1: 4,200 shares; 2025Q2: 3,038 shares; 2025Q3: 3,642 shares; 2025Q4: 2,212 shares; 2026Q1: 2,912 shares 2,912 $622K 0.05% +700 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,550 shares 12,550 $615K 0.05% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,460 shares; 2025Q3: 10,652 shares; 2025Q4: 10,928 shares; 2026Q1: 10,174 shares 10,174 $614K 0.05% -754 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 531 shares; 2025Q2: 524 shares; 2025Q3: 559 shares; 2025Q4: 675 shares; 2026Q1: 636 shares 636 $612K 0.05% -39 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,937 shares; 2026Q1: 2,011 shares 2,011 $605K 0.05% +74 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,143 shares 11,143 $594K 0.05% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,609 shares 14,609 $593K 0.05% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,373 shares; 2026Q1: 6,799 shares 6,799 $591K 0.05% -574 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,249 shares 12,249 $588K 0.05% new 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: not reported; 2024Q4: 22,785 shares; 2025Q1: 17,663 shares; 2025Q2: 22,340 shares; 2025Q3: 19,187 shares; 2025Q4: 18,537 shares; 2026Q1: 22,856 shares 22,856 $586K 0.05% +4,319 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,601 shares; 2026Q1: 5,790 shares 5,790 $580K 0.05% +3,189 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,059 shares; 2025Q4: 2,774 shares; 2026Q1: 4,581 shares 4,581 $579K 0.05% +1,807 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 1,160 shares; 2025Q4: 1,806 shares; 2026Q1: 2,030 shares 2,030 $576K 0.05% +224 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: not reported; 2024Q4: not reported; 2025Q1: 1,632 shares; 2025Q2: 2,091 shares; 2025Q3: 2,297 shares; 2025Q4: 2,517 shares; 2026Q1: 2,433 shares 2,433 $575K 0.05% -84 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,588 shares; 2026Q1: 5,290 shares 5,290 $573K 0.05% +702 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: 12,660 shares; 2024Q4: 26,818 shares; 2025Q1: 32,024 shares; 2025Q2: 36,141 shares; 2025Q3: 4,266 shares; 2025Q4: 4,718 shares; 2026Q1: 3,161 shares 3,161 $573K 0.05% -1,557 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,939 shares; 2026Q1: 6,226 shares 6,226 $566K 0.04% +287 Timeline YFYA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,855 shares; 2026Q1: 57,678 shares 57,678 $564K 0.04% -10,177 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,861 shares; 2026Q1: 10,165 shares 10,165 $555K 0.04% -2,696 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,937 shares 19,937 $555K 0.04% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,675 shares; 2026Q1: 1,827 shares 1,827 $552K 0.04% +152 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 11,225 shares; 2025Q4: 13,520 shares; 2026Q1: 13,484 shares 13,484 $544K 0.04% -36 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,764 shares; 2025Q2: 2,664 shares; 2025Q3: 2,585 shares; 2025Q4: 3,959 shares; 2026Q1: 2,826 shares 2,826 $542K 0.04% -1,133 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,211 shares; 2026Q1: 14,853 shares 14,853 $541K 0.04% +642 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,703 shares; 2026Q1: 7,952 shares 7,952 $537K 0.04% +249 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 478 shares; 2025Q1: 529 shares; 2025Q2: 699 shares; 2025Q3: 749 shares; 2025Q4: 3,937 shares; 2026Q1: 5,128 shares 5,128 $536K 0.04% +1,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 902 shares; 2026Q1: 941 shares 941 $530K 0.04% +39 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,840 shares; 2026Q1: 45,875 shares 45,875 $529K 0.04% +2,035 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,096 shares; 2025Q4: 41,753 shares; 2026Q1: 17,142 shares 17,142 $526K 0.04% -24,611 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,143 shares; 2024Q4: 32,601 shares; 2025Q1: 24,688 shares; 2025Q2: 20,452 shares; 2025Q3: 22,287 shares; 2025Q4: 20,428 shares; 2026Q1: 20,401 shares 20,401 $523K 0.04% -27 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,302 shares; 2026Q1: 7,169 shares 7,169 $520K 0.04% -133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,703 shares; 2026Q1: 10,390 shares 10,390 $518K 0.04% +2,687 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,847 shares; 2025Q3: 2,309 shares; 2025Q4: 3,501 shares; 2026Q1: 3,712 shares 3,712 $517K 0.04% +211 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,512 shares; 2026Q1: 8,878 shares 8,878 $517K 0.04% +366 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,940 shares; 2026Q1: 2,085 shares 2,085 $515K 0.04% +145 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,733 shares; 2025Q4: 4,570 shares; 2026Q1: 3,883 shares 3,883 $513K 0.04% -687 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,160 shares; 2025Q1: 7,957 shares; 2025Q2: 9,943 shares; 2025Q3: 9,503 shares; 2025Q4: 9,220 shares; 2026Q1: 8,153 shares 8,153 $509K 0.04% -1,067 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 827 shares; 2025Q4: 1,115 shares; 2026Q1: 1,413 shares 1,413 $497K 0.04% +298 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: not reported; 2024Q4: not reported; 2025Q1: 5,030 shares; 2025Q2: 5,686 shares; 2025Q3: 6,549 shares; 2025Q4: 7,071 shares; 2026Q1: 7,980 shares 7,980 $493K 0.04% +909 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,919 shares; 2025Q4: 24,719 shares; 2026Q1: 16,864 shares 16,864 $491K 0.04% -7,855 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: not reported; 2024Q4: 1,253 shares; 2025Q1: 1,285 shares; 2025Q2: 1,290 shares; 2025Q3: 1,368 shares; 2025Q4: 1,454 shares; 2026Q1: 1,653 shares 1,653 $488K 0.04% +199 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,182 shares; 2025Q1: 2,132 shares; 2025Q2: 2,099 shares; 2025Q3: 2,235 shares; 2025Q4: 2,370 shares; 2026Q1: 2,466 shares 2,466 $488K 0.04% +96 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,227 shares; 2025Q3: 2,363 shares; 2025Q4: 2,602 shares; 2026Q1: 2,955 shares 2,955 $485K 0.04% +353 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,385 shares; 2025Q3: 2,776 shares; 2025Q4: 3,183 shares; 2026Q1: 3,699 shares 3,699 $484K 0.04% +516 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,371 shares; 2026Q1: 10,828 shares 10,828 $478K 0.04% +3,457 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,937 shares; 2025Q4: 2,200 shares; 2026Q1: 1,923 shares 1,923 $477K 0.04% -277 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,720 shares; 2025Q1: 2,686 shares; 2025Q2: 2,883 shares; 2025Q3: 3,211 shares; 2025Q4: 3,991 shares; 2026Q1: 4,109 shares 4,109 $473K 0.04% +118 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,305 shares; 2025Q2: 2,188 shares; 2025Q3: 2,370 shares; 2025Q4: 2,493 shares; 2026Q1: 2,741 shares 2,741 $472K 0.04% +248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,375 shares; 2025Q4: 6,333 shares; 2026Q1: 6,633 shares 6,633 $466K 0.04% +300 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,504 shares; 2025Q1: not reported; 2025Q2: 4,294 shares; 2025Q3: 4,354 shares; 2025Q4: 4,334 shares; 2026Q1: 6,361 shares 6,361 $461K 0.04% +2,027 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,580 shares; 2025Q1: 4,630 shares; 2025Q2: 5,207 shares; 2025Q3: 5,528 shares; 2025Q4: 5,563 shares; 2026Q1: 5,668 shares 5,668 $459K 0.04% +105 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,515 shares; 2025Q1: 2,640 shares; 2025Q2: 2,204 shares; 2025Q3: 2,320 shares; 2025Q4: 2,300 shares; 2026Q1: 2,412 shares 2,412 $457K 0.04% +112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364 shares; 2025Q4: 483 shares; 2026Q1: 521 shares 521 $455K 0.04% +38 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,772 shares; 2025Q4: 3,018 shares; 2026Q1: 2,477 shares 2,477 $451K 0.04% -541 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 291 shares; 2025Q1: 313 shares; 2025Q2: 5,040 shares; 2025Q3: 5,023 shares; 2025Q4: 4,261 shares; 2026Q1: 4,880 shares 4,880 $450K 0.04% +619 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,754 shares; 2025Q1: 3,778 shares; 2025Q2: 3,775 shares; 2025Q3: 3,777 shares; 2025Q4: 3,826 shares; 2026Q1: 3,248 shares 3,248 $449K 0.04% -578 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 2,266 shares; 2026Q1: 2,087 shares 2,087 $449K 0.04% -179 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,016 shares; 2026Q1: 4,324 shares 4,324 $447K 0.04% +308 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: not reported; 2024Q4: 1,681 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,645 shares; 2025Q4: 2,149 shares; 2026Q1: 2,084 shares 2,084 $445K 0.04% -65 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,372 shares; 2025Q1: 6,111 shares; 2025Q2: 6,067 shares; 2025Q3: 5,012 shares; 2025Q4: 5,732 shares; 2026Q1: 8,155 shares 8,155 $445K 0.04% +2,423 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,233 shares; 2026Q1: 14,426 shares 14,426 $444K 0.04% -9,807 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,323 shares; 2025Q3: 11,383 shares; 2025Q4: 13,182 shares; 2026Q1: 11,340 shares 11,340 $442K 0.04% -1,842 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,598 shares; 2025Q3: 9,051 shares; 2025Q4: 9,429 shares; 2026Q1: 11,157 shares 11,157 $440K 0.03% +1,728 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,675 shares; 2025Q3: 9,501 shares; 2025Q4: 11,707 shares; 2026Q1: 13,632 shares 13,632 $439K 0.03% +1,925 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,797 shares; 2025Q4: 15,376 shares; 2026Q1: 17,851 shares 17,851 $438K 0.03% +2,475 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: 111,366 shares; 2024Q4: 36,061 shares; 2025Q1: 17,511 shares; 2025Q2: 12,128 shares; 2025Q3: 10,137 shares; 2025Q4: 10,106 shares; 2026Q1: 9,470 shares 9,470 $438K 0.03% -636 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,068 shares; 2025Q4: 5,456 shares; 2026Q1: 7,863 shares 7,863 $437K 0.03% +2,407 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,934 shares; 2025Q3: 3,890 shares; 2025Q4: 7,523 shares; 2026Q1: 9,505 shares 9,505 $436K 0.03% +1,982 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,914 shares; 2025Q1: not reported; 2025Q2: 993 shares; 2025Q3: not reported; 2025Q4: 1,485 shares; 2026Q1: 2,236 shares 2,236 $434K 0.03% +751 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,272 shares; 2026Q1: 27,272 shares 27,272 $432K 0.03% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,706 shares; 2024Q4: 12,037 shares; 2025Q1: 14,676 shares; 2025Q2: 14,171 shares; 2025Q3: 9,708 shares; 2025Q4: 10,590 shares; 2026Q1: 10,590 shares 10,590 $425K 0.03% 0 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,986 shares; 2025Q4: 16,266 shares; 2026Q1: 16,879 shares 16,879 $424K 0.03% +613 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,131 shares 10,131 $421K 0.03% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,174 shares; 2025Q1: 1,171 shares; 2025Q2: 1,169 shares; 2025Q3: 1,263 shares; 2025Q4: 1,201 shares; 2026Q1: 1,335 shares 1,335 $419K 0.03% +134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,817 shares; 2026Q1: 2,622 shares 2,622 $419K 0.03% +805 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,823 shares; 2024Q4: 8,507 shares; 2025Q1: 9,114 shares; 2025Q2: not reported; 2025Q3: 37,708 shares; 2025Q4: 23,592 shares; 2026Q1: 16,062 shares 16,062 $418K 0.03% -7,530 Timeline VOOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,077 shares; 2026Q1: 1,023 shares 1,023 $417K 0.03% -54 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,104 shares; 2026Q1: 3,672 shares 3,672 $416K 0.03% +568 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,969 shares; 2026Q1: 9,498 shares 9,498 $416K 0.03% +529 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,044 shares; 2025Q3: 6,064 shares; 2025Q4: 9,964 shares; 2026Q1: 10,247 shares 10,247 $415K 0.03% +283 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,441 shares; 2026Q1: 19,793 shares 19,793 $415K 0.03% -3,648 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 1,488 shares 1,488 $413K 0.03% +120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,364 shares; 2025Q3: 10,571 shares; 2025Q4: 7,854 shares; 2026Q1: 7,248 shares 7,248 $412K 0.03% -606 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,238 shares 11,238 $410K 0.03% new Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,453 shares 21,453 $406K 0.03% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,907 shares; 2026Q1: 8,159 shares 8,159 $405K 0.03% +252 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,103 shares; 2025Q1: 2,431 shares; 2025Q2: 2,190 shares; 2025Q3: 2,848 shares; 2025Q4: 3,354 shares; 2026Q1: 3,090 shares 3,090 $405K 0.03% -264 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,910 shares; 2026Q1: 3,897 shares 3,897 $402K 0.03% -6,013 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,961 shares; 2026Q1: 4,882 shares 4,882 $401K 0.03% -1,079 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,764 shares; 2025Q3: 20,080 shares; 2025Q4: 20,466 shares; 2026Q1: 14,138 shares 14,138 $397K 0.03% -6,328 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,179 shares; 2025Q4: 3,128 shares; 2026Q1: 3,930 shares 3,930 $396K 0.03% +802 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,773 shares 2,773 $395K 0.03% new Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,447 shares; 2025Q3: 6,442 shares; 2025Q4: 6,366 shares; 2026Q1: 8,057 shares 8,057 $394K 0.03% +1,691 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,790 shares; 2025Q3: 10,261 shares; 2025Q4: 10,823 shares; 2026Q1: 10,960 shares 10,960 $392K 0.03% +137 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,745 shares; 2025Q2: 14,721 shares; 2025Q3: 15,651 shares; 2025Q4: 14,260 shares; 2026Q1: 10,886 shares 10,886 $389K 0.03% -3,374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 1,220 shares 1,220 $388K 0.03% +188 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,695 shares; 2025Q4: 4,505 shares; 2026Q1: 5,788 shares 5,788 $388K 0.03% +1,283 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,519 shares 10,519 $388K 0.03% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,958 shares 1,958 $386K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,518 shares; 2025Q4: 3,253 shares; 2026Q1: 3,437 shares 3,437 $386K 0.03% +184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,560 shares; 2025Q4: 5,849 shares; 2026Q1: 7,802 shares 7,802 $385K 0.03% +1,953 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,671 shares; 2025Q2: 1,553 shares; 2025Q3: 1,590 shares; 2025Q4: 1,570 shares; 2026Q1: 1,816 shares 1,816 $384K 0.03% +246 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,536 shares; 2026Q1: 22,851 shares 22,851 $383K 0.03% -4,685 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,441 shares; 2025Q4: 4,423 shares; 2026Q1: 7,337 shares 7,337 $382K 0.03% +2,914 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,774 shares; 2026Q1: 1,351 shares 1,351 $381K 0.03% -423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 594 shares; 2026Q1: 875 shares 875 $380K 0.03% +281 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 759 shares; 2025Q2: 884 shares; 2025Q3: 832 shares; 2025Q4: 767 shares; 2026Q1: 878 shares 878 $379K 0.03% +111 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,791 shares; 2025Q4: 3,019 shares; 2026Q1: 3,184 shares 3,184 $378K 0.03% +165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,036 shares; 2025Q4: 7,162 shares; 2026Q1: 4,073 shares 4,073 $373K 0.03% -3,089 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 1,252 shares; 2026Q1: 1,036 shares 1,036 $369K 0.03% -216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares; 2026Q1: 1,602 shares 1,602 $368K 0.03% +92 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,038 shares; 2026Q1: 9,092 shares 9,092 $366K 0.03% +54 Timeline JMEE 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: 45,214 shares; 2024Q4: 22,188 shares; 2025Q1: 9,747 shares; 2025Q2: 6,289 shares; 2025Q3: 7,384 shares; 2025Q4: 5,587 shares; 2026Q1: 5,475 shares 5,475 $366K 0.03% -112 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,332 shares; 2025Q1: 4,230 shares; 2025Q2: 4,389 shares; 2025Q3: 4,415 shares; 2025Q4: 4,599 shares; 2026Q1: 4,449 shares 4,449 $364K 0.03% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,046 shares; 2026Q1: 1,057 shares 1,057 $364K 0.03% +11 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,702 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,709 shares; 2025Q4: 24,272 shares; 2026Q1: 15,586 shares 15,586 $362K 0.03% -8,686 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,428 shares; 2024Q4: 17,701 shares; 2025Q1: 7,997 shares; 2025Q2: 5,249 shares; 2025Q3: 4,659 shares; 2025Q4: 15,140 shares; 2026Q1: 4,092 shares 4,092 $362K 0.03% -11,048 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,452 shares 12,452 $361K 0.03% new Timeline TJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,297 shares; 2025Q3: 13,297 shares; 2025Q4: 13,297 shares; 2026Q1: 13,253 shares 13,253 $359K 0.03% -44 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,877 shares; 2025Q4: 6,029 shares; 2026Q1: 6,752 shares 6,752 $351K 0.03% +723 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 1,159 shares; 2026Q1: 1,269 shares 1,269 $349K 0.03% +110 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,074 shares 7,074 $346K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,773 shares; 2025Q1: 3,135 shares; 2025Q2: 2,773 shares; 2025Q3: 3,401 shares; 2025Q4: 4,477 shares; 2026Q1: 3,989 shares 3,989 $346K 0.03% -488 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 609 shares; 2025Q4: 1,123 shares; 2026Q1: 1,136 shares 1,136 $344K 0.03% +13 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,648 shares; 2025Q2: 5,677 shares; 2025Q3: 5,778 shares; 2025Q4: 5,807 shares; 2026Q1: 5,795 shares 5,795 $342K 0.03% -12 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,213 shares; 2024Q4: 79,478 shares; 2025Q1: 68,889 shares; 2025Q2: 7,085 shares; 2025Q3: 5,496 shares; 2025Q4: 5,054 shares; 2026Q1: 4,345 shares 4,345 $342K 0.03% -709 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,547 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,270 shares; 2026Q1: 5,595 shares 5,595 $339K 0.03% -675 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,037 shares; 2025Q3: 3,018 shares; 2025Q4: 2,848 shares; 2026Q1: 2,541 shares 2,541 $338K 0.03% -307 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 723 shares; 2025Q2: 869 shares; 2025Q3: 693 shares; 2025Q4: 582 shares; 2026Q1: 600 shares 600 $337K 0.03% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,311 shares; 2025Q3: 1,400 shares; 2025Q4: 1,556 shares; 2026Q1: 1,690 shares 1,690 $336K 0.03% +134 Timeline BBSC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,761 shares; 2026Q1: 4,448 shares 4,448 $334K 0.03% +687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 1,309 shares; 2025Q4: 2,616 shares; 2026Q1: 1,273 shares 1,273 $333K 0.03% -1,343 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,622 shares; 2025Q4: 10,962 shares; 2026Q1: 12,526 shares 12,526 $333K 0.03% +1,564 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,797 shares; 2026Q1: 1,858 shares 1,858 $333K 0.03% +61 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: not reported; 2025Q3: 3,464 shares; 2025Q4: 3,440 shares; 2026Q1: 3,870 shares 3,870 $328K 0.03% +430 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,691 shares 9,691 $327K 0.03% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,863 shares; 2025Q3: 4,721 shares; 2025Q4: 5,741 shares; 2026Q1: 3,530 shares 3,530 $327K 0.03% -2,211 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,993 shares; 2026Q1: 2,464 shares 2,464 $326K 0.03% +471 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,668 shares; 2025Q3: 12,677 shares; 2025Q4: 12,574 shares; 2026Q1: 12,479 shares 12,479 $326K 0.03% -95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,258 shares; 2025Q4: 3,741 shares; 2026Q1: 3,496 shares 3,496 $325K 0.03% -245 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,006 shares; 2026Q1: 7,860 shares 7,860 $323K 0.03% +1,854 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,354 shares; 2026Q1: 8,655 shares 8,655 $322K 0.03% +301 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: not reported; 2024Q4: 7,453 shares; 2025Q1: 7,885 shares; 2025Q2: 9,159 shares; 2025Q3: 8,649 shares; 2025Q4: 10,498 shares; 2026Q1: 11,109 shares 11,109 $319K 0.03% +611 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,169 shares; 2025Q4: 17,993 shares; 2026Q1: 10,275 shares 10,275 $318K 0.03% -7,718 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 3,627 shares; 2026Q1: 3,524 shares 3,524 $316K 0.03% -103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,831 shares; 2025Q3: 6,631 shares; 2025Q4: 7,924 shares; 2026Q1: 7,853 shares 7,853 $316K 0.03% -71 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares; 2026Q1: 2,599 shares 2,599 $315K 0.02% +434 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238 shares 238 $314K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,124 shares; 2025Q1: 690 shares; 2025Q2: 761 shares; 2025Q3: not reported; 2025Q4: 1,129 shares; 2026Q1: 1,574 shares 1,574 $312K 0.02% +445 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,140 shares; 2025Q1: 2,151 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 1,988 shares; 2026Q1: 2,002 shares 2,002 $311K 0.02% +14 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,792 shares 6,792 $311K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 949 shares; 2025Q3: 1,164 shares; 2025Q4: 1,219 shares; 2026Q1: 1,328 shares 1,328 $310K 0.02% +109 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,862 shares 14,862 $308K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 2,225 shares; 2025Q4: 3,232 shares; 2026Q1: 3,148 shares 3,148 $303K 0.02% -84 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,056 shares 14,056 $303K 0.02% new Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,615 shares; 2026Q1: 7,742 shares 7,742 $302K 0.02% -1,873 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,077 shares; 2025Q1: 9,077 shares; 2025Q2: 9,077 shares; 2025Q3: 9,956 shares; 2025Q4: 9,953 shares; 2026Q1: 6,922 shares 6,922 $298K 0.02% -3,031 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,641 shares 6,641 $298K 0.02% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,586 shares; 2026Q1: 5,413 shares 5,413 $297K 0.02% -2,173 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,440 shares; 2026Q1: 5,439 shares 5,439 $294K 0.02% -1 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,903 shares; 2025Q1: 2,153 shares; 2025Q2: 2,851 shares; 2025Q3: 2,906 shares; 2025Q4: 2,225 shares; 2026Q1: 2,546 shares 2,546 $290K 0.02% +321 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,908 shares; 2025Q4: 6,142 shares; 2026Q1: 7,283 shares 7,283 $289K 0.02% +1,141 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,761 shares; 2025Q2: 31,366 shares; 2025Q3: 74,572 shares; 2025Q4: 94,121 shares; 2026Q1: 1,222 shares 1,222 $289K 0.02% -92,899 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 168 shares; 2026Q1: 167 shares 167 $289K 0.02% -1 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,240 shares; 2025Q3: 5,955 shares; 2025Q4: 6,277 shares; 2026Q1: 5,302 shares 5,302 $280K 0.02% -975 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,022 shares; 2025Q3: 7,300 shares; 2025Q4: 2,863 shares; 2026Q1: 2,864 shares 2,864 $277K 0.02% +1 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 758 shares; 2025Q4: 1,216 shares; 2026Q1: 1,359 shares 1,359 $276K 0.02% +143 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares 405 $276K 0.02% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,265 shares; 2025Q1: 7,426 shares; 2025Q2: 7,007 shares; 2025Q3: 7,657 shares; 2025Q4: 4,844 shares; 2026Q1: 5,689 shares 5,689 $275K 0.02% +845 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,201 shares; 2026Q1: 1,893 shares 1,893 $275K 0.02% -308 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,265 shares 14,265 $275K 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 902 shares; 2025Q4: 1,005 shares; 2026Q1: 1,303 shares 1,303 $274K 0.02% +298 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,789 shares 1,789 $273K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,376 shares; 2026Q1: 5,091 shares 5,091 $269K 0.02% -285 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,689 shares; 2025Q1: 1,715 shares; 2025Q2: 1,667 shares; 2025Q3: 1,324 shares; 2025Q4: 1,186 shares; 2026Q1: 1,438 shares 1,438 $268K 0.02% +252 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,094 shares 2,094 $268K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 1,275 shares; 2026Q1: 1,284 shares 1,284 $266K 0.02% +9 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares 2,925 $266K 0.02% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,633 shares; 2025Q4: not reported; 2026Q1: 11,353 shares 11,353 $265K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,436 shares 2,436 $264K 0.02% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,262 shares; 2025Q2: not reported; 2025Q3: 6,301 shares; 2025Q4: 6,240 shares; 2026Q1: 5,593 shares 5,593 $262K 0.02% -647 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,374 shares; 2026Q1: 2,700 shares 2,700 $262K 0.02% +326 Timeline FPXE FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,076 shares; 2026Q1: 8,386 shares 8,386 $262K 0.02% -1,690 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,124 shares 3,124 $261K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 467 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares; 2026Q1: 564 shares 564 $260K 0.02% +131 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,488 shares; 2025Q4: 13,405 shares; 2026Q1: 14,757 shares 14,757 $259K 0.02% +1,352 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,102 shares; 2026Q1: 3,561 shares 3,561 $256K 0.02% +459 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,041 shares; 2025Q4: 3,214 shares; 2026Q1: 3,169 shares 3,169 $255K 0.02% -45 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 949 shares; 2025Q4: 1,049 shares; 2026Q1: 1,287 shares 1,287 $255K 0.02% +238 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,947 shares 1,947 $255K 0.02% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 1,297 shares; 2026Q1: 1,449 shares 1,449 $250K 0.02% +152 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,423 shares; 2026Q1: 5,365 shares 5,365 $249K 0.02% +942 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,819 shares 1,819 $246K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962 shares; 2026Q1: 745 shares 745 $245K 0.02% -217 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,621 shares 2,621 $244K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: not reported; 2026Q1: 1,049 shares 1,049 $243K 0.02% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,638 shares; 2026Q1: 4,034 shares 4,034 $238K 0.02% +1,396 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,210 shares; 2026Q1: 1,577 shares 1,577 $238K 0.02% +367 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,203 shares; 2025Q4: 7,193 shares; 2026Q1: 5,875 shares 5,875 $238K 0.02% -1,318 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,629 shares; 2026Q1: 4,656 shares 4,656 $236K 0.02% -6,973 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,264 shares 6,264 $235K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares 962 $235K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,028 shares; 2025Q4: 3,836 shares; 2026Q1: 3,298 shares 3,298 $235K 0.02% -538 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 548 shares; 2025Q1: not reported; 2025Q2: 386 shares; 2025Q3: 390 shares; 2025Q4: not reported; 2026Q1: 398 shares 398 $234K 0.02% new Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,932 shares 6,932 $234K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: not reported; 2026Q1: 387 shares 387 $234K 0.02% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,185 shares; 2025Q3: 7,266 shares; 2025Q4: 8,045 shares; 2026Q1: 6,906 shares 6,906 $234K 0.02% -1,139 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 690 shares; 2025Q1: 651 shares; 2025Q2: 665 shares; 2025Q3: 648 shares; 2025Q4: 765 shares; 2026Q1: 960 shares 960 $233K 0.02% +195 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,185 shares; 2025Q4: 9,851 shares; 2026Q1: 8,532 shares 8,532 $233K 0.02% -1,319 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,687 shares 2,687 $229K 0.02% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,361 shares; 2025Q4: 5,809 shares; 2026Q1: 5,025 shares 5,025 $229K 0.02% -784 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,504 shares; 2026Q1: 8,902 shares 8,902 $227K 0.02% -1,602 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,238 shares 2,238 $226K 0.02% new Timeline FAAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,763 shares; 2026Q1: 6,694 shares 6,694 $226K 0.02% -11,069 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 864 shares 864 $225K 0.02% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,182 shares; 2025Q4: not reported; 2026Q1: 933 shares 933 $224K 0.02% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,361 shares 4,361 $219K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,474 shares 6,474 $217K 0.02% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,072 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares 6,006 $217K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 436 shares 436 $214K 0.02% -54 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 397 shares 397 $214K 0.02% new Timeline SHYM 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: not reported; 2024Q4: 9,812 shares; 2025Q1: 9,668 shares; 2025Q2: 9,668 shares; 2025Q3: 9,668 shares; 2025Q4: 9,668 shares; 2026Q1: 9,668 shares 9,668 $213K 0.02% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,783 shares 3,783 $211K 0.02% new Timeline ONEZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,417 shares 8,417 $211K 0.02% new Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,079 shares; 2026Q1: 4,091 shares 4,091 $211K 0.02% -988 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,420 shares; 2026Q1: 2,994 shares 2,994 $211K 0.02% -4,426 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,814 shares 8,814 $210K 0.02% new Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,277 shares; 2025Q4: 5,304 shares; 2026Q1: 5,200 shares 5,200 $209K 0.02% -104 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,476 shares 4,476 $208K 0.02% new Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,048 shares; 2025Q4: 6,039 shares; 2026Q1: 4,914 shares 4,914 $205K 0.02% -1,125 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,607 shares 1,607 $205K 0.02% new Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,694 shares 7,694 $205K 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $204K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,337 shares; 2025Q1: 2,151 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,235 shares 2,235 $202K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares; 2026Q1: 722 shares 722 $202K 0.02% -21 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,213 shares 1,213 $201K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 926 shares 926 $201K 0.02% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,078 shares 15,078 $80.2K 0.01% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,136 shares; 2025Q2: 10,145 shares; 2025Q3: not reported; 2025Q4: 10,513 shares; 2026Q1: 10,711 shares 10,711 $75.9K 0.01% +198 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,472 shares 10,472 $43.1K <0.01% new Timeline