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: 180,006 shares; 2024Q4: 178,650 shares; 2025Q1: 605,509 shares; 2025Q2: 641,878 shares; 2025Q3: 652,876 shares; 2025Q4: 670,274 shares; 2026Q1: 682,240 shares 682,240 $219M 9.75% +11,966 Timeline DLN 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: 1,177,539 shares; 2025Q2: 1,157,031 shares; 2025Q3: 1,118,106 shares; 2025Q4: 1,117,743 shares; 2026Q1: 1,165,060 shares 1,165,060 $104M 4.64% +47,317 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: 47,538 shares; 2024Q4: 46,938 shares; 2025Q1: 155,359 shares; 2025Q2: 120,347 shares; 2025Q3: 127,626 shares; 2025Q4: 132,035 shares; 2026Q1: 144,473 shares 144,473 $94.4M 4.2% +12,438 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: 238,166 shares; 2024Q4: 215,746 shares; 2025Q1: 215,511 shares; 2025Q2: 191,908 shares; 2025Q3: 181,936 shares; 2025Q4: 176,314 shares; 2026Q1: 161,145 shares 161,145 $93M 4.14% -15,169 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: 29,893 shares; 2024Q4: 32,540 shares; 2025Q1: 12,238 shares; 2025Q2: 298,694 shares; 2025Q3: 290,216 shares; 2025Q4: 412,704 shares; 2026Q1: 545,584 shares 545,584 $72.5M 3.23% +132,880 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: 1,070,778 shares; 2024Q4: 1,092,332 shares; 2025Q1: 1,034,974 shares; 2025Q2: 1,032,154 shares; 2025Q3: 1,039,531 shares; 2025Q4: 1,046,626 shares; 2026Q1: 1,037,450 shares 1,037,450 $66.5M 2.96% -9,176 Timeline EMMF 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: 602,054 shares; 2024Q4: 604,877 shares; 2025Q1: 1,718,673 shares; 2025Q2: 1,762,795 shares; 2025Q3: 1,758,983 shares; 2025Q4: 1,786,053 shares; 2026Q1: 1,885,593 shares 1,885,593 $62.4M 2.78% +99,540 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: 2,127,219 shares; 2024Q4: 2,121,828 shares; 2025Q1: 2,055,336 shares; 2025Q2: 2,052,229 shares; 2025Q3: 2,083,182 shares; 2025Q4: 2,147,447 shares; 2026Q1: 2,229,579 shares 2,229,579 $57.1M 2.54% +82,132 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: 830,363 shares; 2024Q4: 837,386 shares; 2025Q1: 722,545 shares; 2025Q2: 720,347 shares; 2025Q3: 676,706 shares; 2025Q4: 717,453 shares; 2026Q1: 739,826 shares 739,826 $54.5M 2.43% +22,373 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,621,551 shares; 2026Q1: 1,943,212 shares 1,943,212 $50M 2.23% +321,661 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: 356,111 shares; 2024Q4: 353,268 shares; 2025Q1: 714,918 shares; 2025Q2: 764,628 shares; 2025Q3: 780,801 shares; 2025Q4: 646,325 shares; 2026Q1: 655,677 shares 655,677 $44.3M 1.97% +9,352 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: 79,153 shares; 2024Q4: 77,745 shares; 2025Q1: 311,346 shares; 2025Q2: 384,315 shares; 2025Q3: 387,559 shares; 2025Q4: 283,818 shares; 2026Q1: 343,025 shares 343,025 $42.6M 1.9% +59,207 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,719 shares; 2025Q1: 24,287 shares; 2025Q2: 109,296 shares; 2025Q3: 158,306 shares; 2025Q4: 80,861 shares; 2026Q1: 93,035 shares 93,035 $40M 1.78% +12,174 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 26,904 shares; 2025Q1: not reported; 2025Q2: 134,612 shares; 2025Q3: 81,813 shares; 2025Q4: 201,103 shares; 2026Q1: 362,392 shares 362,392 $39.5M 1.76% +161,289 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636,221 shares; 2025Q2: 631,646 shares; 2025Q3: 623,384 shares; 2025Q4: 614,574 shares; 2026Q1: 772,976 shares 772,976 $37.2M 1.66% +158,402 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368,646 shares; 2026Q1: 1,480,371 shares 1,480,371 $36.7M 1.63% +111,725 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,776 shares; 2024Q4: 224,560 shares; 2025Q1: 1,099,135 shares; 2025Q2: 1,150,208 shares; 2025Q3: 1,187,973 shares; 2025Q4: 648,648 shares; 2026Q1: 670,281 shares 670,281 $34.3M 1.53% +21,633 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: 2,274 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214,285 shares; 2025Q3: 232,989 shares; 2025Q4: 298,479 shares; 2026Q1: 392,657 shares 392,657 $34M 1.52% +94,178 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: 3,369 shares; 2024Q4: 3,204 shares; 2025Q1: 3,139 shares; 2025Q2: 114,828 shares; 2025Q3: 109,197 shares; 2025Q4: 87,055 shares; 2026Q1: 67,060 shares 67,060 $32.1M 1.43% -19,995 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,745 shares; 2024Q4: 7,851 shares; 2025Q1: 7,268 shares; 2025Q2: 209,353 shares; 2025Q3: 120,744 shares; 2025Q4: 174,128 shares; 2026Q1: 216,901 shares 216,901 $31.8M 1.42% +42,773 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: 488,969 shares; 2024Q4: 487,162 shares; 2025Q1: 532,196 shares; 2025Q2: 503,106 shares; 2025Q3: 488,069 shares; 2025Q4: 490,777 shares; 2026Q1: 558,041 shares 558,041 $27.8M 1.24% +67,264 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,049 shares; 2025Q2: 436,642 shares; 2025Q3: 452,367 shares; 2025Q4: 469,082 shares; 2026Q1: 675,243 shares 675,243 $26.5M 1.18% +206,161 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: 632,711 shares; 2024Q4: 598,509 shares; 2025Q1: 1,789,793 shares; 2025Q2: 1,975,139 shares; 2025Q3: 2,634,835 shares; 2025Q4: 1,093,234 shares; 2026Q1: 1,115,125 shares 1,115,125 $25.5M 1.14% +21,891 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553,740 shares; 2026Q1: 562,650 shares 562,650 $22.2M 0.99% +8,910 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,921 shares; 2024Q4: 69,291 shares; 2025Q1: 57,533 shares; 2025Q2: 125,206 shares; 2025Q3: 127,641 shares; 2025Q4: 163,654 shares; 2026Q1: 269,982 shares 269,982 $22.1M 0.99% +106,328 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521,899 shares; 2024Q4: 517,324 shares; 2025Q1: 338,633 shares; 2025Q2: 328,016 shares; 2025Q3: 313,294 shares; 2025Q4: 311,051 shares; 2026Q1: 206,884 shares 206,884 $21.4M 0.95% -104,167 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653,793 shares; 2024Q4: 1,297,427 shares; 2025Q1: 774,306 shares; 2025Q2: 777,637 shares; 2025Q3: 746,095 shares; 2025Q4: 737,096 shares; 2026Q1: 620,689 shares 620,689 $20.1M 0.9% -116,407 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424,610 shares; 2025Q3: 288,095 shares; 2025Q4: 352,891 shares; 2026Q1: 292,105 shares 292,105 $20.1M 0.89% -60,786 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,452 shares; 2024Q4: 34,225 shares; 2025Q1: 15,633 shares; 2025Q2: 127,506 shares; 2025Q3: 70,911 shares; 2025Q4: 493,281 shares; 2026Q1: 317,572 shares 317,572 $19.5M 0.87% -175,709 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,845 shares; 2024Q4: 12,394 shares; 2025Q1: 41,806 shares; 2025Q2: 159,027 shares; 2025Q3: 146,044 shares; 2025Q4: 297,494 shares; 2026Q1: 120,099 shares 120,099 $19.4M 0.87% -177,395 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,279 shares; 2024Q4: 8,332 shares; 2025Q1: 7,535 shares; 2025Q2: 181,894 shares; 2025Q3: 197,279 shares; 2025Q4: 153,055 shares; 2026Q1: 169,812 shares 169,812 $18.8M 0.84% +16,757 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,661 shares; 2024Q4: 123,710 shares; 2025Q1: 104,424 shares; 2025Q2: 200,677 shares; 2025Q3: 165,472 shares; 2025Q4: 235,353 shares; 2026Q1: 202,225 shares 202,225 $17.9M 0.8% -33,128 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: 68,767 shares; 2024Q4: 3,314 shares; 2025Q1: 53,986 shares; 2025Q2: 117,024 shares; 2025Q3: 146,112 shares; 2025Q4: 351,117 shares; 2026Q1: 356,196 shares 356,196 $16.3M 0.73% +5,079 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: 415,378 shares; 2024Q4: 421,901 shares; 2025Q1: 380,918 shares; 2025Q2: 135,739 shares; 2025Q3: 149,642 shares; 2025Q4: 138,499 shares; 2026Q1: 136,644 shares 136,644 $15.3M 0.68% -1,855 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: 456,151 shares; 2024Q4: 473,209 shares; 2025Q1: 468,442 shares; 2025Q2: 147,760 shares; 2025Q3: 168,169 shares; 2025Q4: 168,263 shares; 2026Q1: 152,816 shares 152,816 $15M 0.67% -15,447 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: 9,161 shares; 2024Q4: 9,642 shares; 2025Q1: 11,653 shares; 2025Q2: 12,224 shares; 2025Q3: 12,264 shares; 2025Q4: 37,959 shares; 2026Q1: 68,782 shares 68,782 $14.3M 0.64% +30,823 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: 59,453 shares; 2024Q4: 63,195 shares; 2025Q1: 66,612 shares; 2025Q2: 69,584 shares; 2025Q3: 71,738 shares; 2025Q4: 72,339 shares; 2026Q1: 76,555 shares 76,555 $13.4M 0.59% +4,216 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,769 shares; 2024Q4: 72,128 shares; 2025Q1: 77,265 shares; 2025Q2: 115,500 shares; 2025Q3: 117,450 shares; 2025Q4: 118,833 shares; 2026Q1: 120,146 shares 120,146 $13.3M 0.59% +1,313 Timeline RLY 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: 410,179 shares; 2024Q4: 411,455 shares; 2025Q1: 411,152 shares; 2025Q2: 398,184 shares; 2025Q3: 383,457 shares; 2025Q4: 409,398 shares; 2026Q1: 348,992 shares 348,992 $12.6M 0.56% -60,406 Timeline XLB 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: 53,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,266 shares; 2025Q3: 20,612 shares; 2025Q4: 46,576 shares; 2026Q1: 218,157 shares 218,157 $10.9M 0.49% +171,581 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: 327,632 shares; 2024Q4: 323,682 shares; 2025Q1: 84,827 shares; 2025Q2: 68,152 shares; 2025Q3: 64,010 shares; 2025Q4: 60,147 shares; 2026Q1: 56,090 shares 56,090 $10.8M 0.48% -4,057 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,766 shares; 2024Q4: 195,270 shares; 2025Q1: 208,879 shares; 2025Q2: 215,420 shares; 2025Q3: 221,452 shares; 2025Q4: 229,446 shares; 2026Q1: 181,197 shares 181,197 $10.7M 0.47% -48,249 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: 36,190 shares; 2024Q4: 36,536 shares; 2025Q1: 39,251 shares; 2025Q2: 39,688 shares; 2025Q3: 39,533 shares; 2025Q4: 39,561 shares; 2026Q1: 40,138 shares 40,138 $10.2M 0.45% +577 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: 598,019 shares; 2024Q4: 393,587 shares; 2025Q1: 561,875 shares; 2025Q2: 85,951 shares; 2025Q3: 124,235 shares; 2025Q4: 94,867 shares; 2026Q1: 111,118 shares 111,118 $10.2M 0.45% +16,251 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: 289,314 shares; 2024Q4: 283,174 shares; 2025Q1: 57,941 shares; 2025Q2: 50,289 shares; 2025Q3: 47,004 shares; 2025Q4: 45,049 shares; 2026Q1: 41,250 shares 41,250 $9.9M 0.44% -3,799 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000,024 shares; 2024Q4: 1,032,735 shares; 2025Q1: 993,830 shares; 2025Q2: 171,006 shares; 2025Q3: 107,136 shares; 2025Q4: 117,777 shares; 2026Q1: 129,564 shares 129,564 $9.74M 0.43% +11,787 Timeline SUSL 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: 78,073 shares 78,073 $8.87M 0.4% new 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: 14,402 shares; 2024Q4: 15,198 shares; 2025Q1: 15,350 shares; 2025Q2: 15,960 shares; 2025Q3: 15,704 shares; 2025Q4: 14,990 shares; 2026Q1: 14,835 shares 14,835 $8.86M 0.39% -155 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: 14,209 shares; 2024Q4: 15,381 shares; 2025Q1: 16,864 shares; 2025Q2: 18,113 shares; 2025Q3: 19,831 shares; 2025Q4: 21,378 shares; 2026Q1: 23,256 shares 23,256 $8.61M 0.38% +1,878 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: 132,714 shares; 2024Q4: 146,514 shares; 2025Q1: 151,525 shares; 2025Q2: 158,035 shares; 2025Q3: 119,692 shares; 2025Q4: 124,341 shares; 2026Q1: 137,135 shares 137,135 $7.76M 0.35% +12,794 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,727 shares; 2025Q3: 26,373 shares; 2025Q4: 27,746 shares; 2026Q1: 29,068 shares 29,068 $7.28M 0.32% +1,322 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: 639,889 shares; 2024Q4: 644,283 shares; 2025Q1: 149,664 shares; 2025Q2: 155,563 shares; 2025Q3: 154,134 shares; 2025Q4: 151,435 shares; 2026Q1: 154,523 shares 154,523 $7.25M 0.32% +3,088 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,665 shares; 2024Q4: 104,215 shares; 2025Q1: 125,175 shares; 2025Q2: 131,386 shares; 2025Q3: 170,263 shares; 2025Q4: 215,903 shares; 2026Q1: 240,204 shares 240,204 $7.1M 0.32% +24,301 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,628 shares; 2024Q4: 304,253 shares; 2025Q1: 295,691 shares; 2025Q2: 154,041 shares; 2025Q3: 136,336 shares; 2025Q4: 132,319 shares; 2026Q1: 144,312 shares 144,312 $6.97M 0.31% +11,993 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,205 shares 191,205 $6.92M 0.31% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,758 shares; 2024Q4: 350,216 shares; 2025Q1: 77,054 shares; 2025Q2: 79,517 shares; 2025Q3: 74,675 shares; 2025Q4: 72,544 shares; 2026Q1: 71,596 shares 71,596 $6.77M 0.3% -948 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: 16,283 shares; 2024Q4: 18,429 shares; 2025Q1: 18,952 shares; 2025Q2: 21,448 shares; 2025Q3: 22,967 shares; 2025Q4: 20,290 shares; 2026Q1: 23,286 shares 23,286 $6.7M 0.3% +2,996 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,455 shares; 2024Q4: 154,535 shares; 2025Q1: 149,004 shares; 2025Q2: 145,863 shares; 2025Q3: 140,359 shares; 2025Q4: 143,006 shares; 2026Q1: 145,520 shares 145,520 $6.53M 0.29% +2,514 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,018 shares; 2024Q4: 348,454 shares; 2025Q1: 79,902 shares; 2025Q2: 78,282 shares; 2025Q3: 71,509 shares; 2025Q4: 68,750 shares; 2026Q1: 63,000 shares 63,000 $6.29M 0.28% -5,750 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: 2,446 shares; 2024Q4: 3,730 shares; 2025Q1: 3,762 shares; 2025Q2: 3,471 shares; 2025Q3: 3,899 shares; 2025Q4: 3,912 shares; 2026Q1: 4,148 shares 4,148 $6.11M 0.27% +236 Timeline PICK 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: 105,087 shares 105,087 $5.95M 0.26% new Timeline IGM 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: 98,124 shares; 2025Q4: 50,082 shares; 2026Q1: 49,069 shares 49,069 $5.82M 0.26% -1,013 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,949 shares; 2024Q4: 215,463 shares; 2025Q1: 77,845 shares; 2025Q2: 55,591 shares; 2025Q3: 51,938 shares; 2025Q4: 50,487 shares; 2026Q1: 48,530 shares 48,530 $5.76M 0.26% -1,957 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: 1,625 shares; 2024Q4: 10,945 shares; 2025Q1: 13,076 shares; 2025Q2: 14,186 shares; 2025Q3: 15,471 shares; 2025Q4: 16,407 shares; 2026Q1: 18,437 shares 18,437 $5.71M 0.25% +2,030 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: 120,818 shares; 2024Q4: 234,050 shares; 2025Q1: 121,807 shares; 2025Q2: 521,480 shares; 2025Q3: 554,499 shares; 2025Q4: 520,356 shares; 2026Q1: 113,217 shares 113,217 $5.59M 0.25% -407,139 Timeline BSCQ 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: 237,500 shares; 2024Q4: 231,545 shares; 2025Q1: 243,375 shares; 2025Q2: 240,202 shares; 2025Q3: 237,766 shares; 2025Q4: 262,038 shares; 2026Q1: 276,773 shares 276,773 $5.41M 0.24% +14,735 Timeline AGZD 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: 855,867 shares; 2024Q4: 899,650 shares; 2025Q1: 916,944 shares; 2025Q2: 190,000 shares; 2025Q3: 152,720 shares; 2025Q4: 141,946 shares; 2026Q1: 234,103 shares 234,103 $5.28M 0.24% +92,157 Timeline SPTI 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: 479,981 shares; 2024Q4: 484,292 shares; 2025Q1: 280,247 shares; 2025Q2: 148,596 shares; 2025Q3: 161,157 shares; 2025Q4: 178,997 shares; 2026Q1: 181,144 shares 181,144 $5.19M 0.23% +2,147 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: 22,546 shares; 2025Q1: 25,625 shares; 2025Q2: 34,337 shares; 2025Q3: 37,018 shares; 2025Q4: 38,308 shares; 2026Q1: 42,203 shares 42,203 $5.18M 0.23% +3,895 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: 1,347 shares; 2024Q4: 1,283 shares; 2025Q1: 1,224 shares; 2025Q2: 4,187 shares; 2025Q3: 4,686 shares; 2025Q4: 5,002 shares; 2026Q1: 5,436 shares 5,436 $5M 0.22% +434 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,670 shares; 2025Q2: 5,817 shares; 2025Q3: 5,817 shares; 2025Q4: 5,707 shares; 2026Q1: 66,248 shares 66,248 $4.98M 0.22% +60,541 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: 12,037 shares; 2024Q4: 10,169 shares; 2025Q1: 10,627 shares; 2025Q2: 44,531 shares; 2025Q3: 43,258 shares; 2025Q4: 44,235 shares; 2026Q1: 41,081 shares 41,081 $4.94M 0.22% -3,154 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: 1,764 shares; 2024Q4: 3,528 shares; 2025Q1: 3,592 shares; 2025Q2: 3,975 shares; 2025Q3: 4,398 shares; 2025Q4: 4,214 shares; 2026Q1: 4,503 shares 4,503 $4.92M 0.22% +289 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: 210,573 shares; 2024Q4: 211,845 shares; 2025Q1: 89,114 shares; 2025Q2: 83,252 shares; 2025Q3: 95,300 shares; 2025Q4: 102,750 shares; 2026Q1: 106,464 shares 106,464 $4.86M 0.22% +3,714 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 5,012 shares; 2025Q1: 5,250 shares; 2025Q2: 5,924 shares; 2025Q3: 6,460 shares; 2025Q4: 7,847 shares; 2026Q1: 8,354 shares 8,354 $4.78M 0.21% +507 Timeline BSCS 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: not reported; 2024Q4: 215,354 shares; 2025Q1: 223,260 shares; 2025Q2: 213,810 shares; 2025Q3: 211,368 shares; 2025Q4: 220,193 shares; 2026Q1: 232,673 shares 232,673 $4.75M 0.21% +12,480 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: 2,627 shares; 2024Q4: 2,834 shares; 2025Q1: 2,770 shares; 2025Q2: 2,685 shares; 2025Q3: 3,142 shares; 2025Q4: 44,787 shares; 2026Q1: 48,995 shares 48,995 $4.71M 0.21% +4,208 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: 4,543 shares; 2024Q4: 15,824 shares; 2025Q1: 22,094 shares; 2025Q2: 21,600 shares; 2025Q3: 21,237 shares; 2025Q4: 20,996 shares; 2026Q1: 21,426 shares 21,426 $4.66M 0.21% +430 Timeline BSCR 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: 227,814 shares; 2024Q4: 223,059 shares; 2025Q1: 231,657 shares; 2025Q2: 222,479 shares; 2025Q3: 218,725 shares; 2025Q4: 227,698 shares; 2026Q1: 236,290 shares 236,290 $4.64M 0.21% +8,592 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: 5,485 shares; 2024Q4: 5,395 shares; 2025Q1: 5,438 shares; 2025Q2: 30,681 shares; 2025Q3: 33,045 shares; 2025Q4: 34,614 shares; 2026Q1: 35,297 shares 35,297 $4.62M 0.21% +683 Timeline BSCT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237,315 shares; 2026Q1: 246,956 shares 246,956 $4.61M 0.21% +9,641 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: 53,339 shares; 2024Q4: 54,832 shares; 2025Q1: 56,294 shares; 2025Q2: 11,204 shares; 2025Q3: 12,287 shares; 2025Q4: 56,189 shares; 2026Q1: 57,713 shares 57,713 $4.39M 0.2% +1,524 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: 2,691 shares; 2024Q4: 2,691 shares; 2025Q1: 2,896 shares; 2025Q2: 60,719 shares; 2025Q3: 128,768 shares; 2025Q4: 159,681 shares; 2026Q1: 45,915 shares 45,915 $4.38M 0.2% -113,766 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: 41,072 shares; 2024Q4: 37,307 shares; 2025Q1: 33,247 shares; 2025Q2: 27,547 shares; 2025Q3: 27,499 shares; 2025Q4: 29,703 shares; 2026Q1: 31,249 shares 31,249 $4.36M 0.19% +1,546 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: 6,535 shares; 2024Q4: 6,110 shares; 2025Q1: 5,956 shares; 2025Q2: 5,660 shares; 2025Q3: 5,431 shares; 2025Q4: 4,929 shares; 2026Q1: 5,116 shares 5,116 $4.33M 0.19% +187 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: 19,017 shares; 2024Q4: 17,507 shares; 2025Q1: 24,069 shares; 2025Q2: 23,882 shares; 2025Q3: 21,264 shares; 2025Q4: 21,507 shares; 2026Q1: 20,776 shares 20,776 $4.23M 0.19% -731 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: 66,754 shares; 2024Q4: 65,993 shares; 2025Q1: 63,616 shares; 2025Q2: 57,876 shares; 2025Q3: 55,807 shares; 2025Q4: 54,757 shares; 2026Q1: 54,451 shares 54,451 $4.22M 0.19% -306 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: 4,373 shares; 2024Q4: 20,452 shares; 2025Q1: 27,082 shares; 2025Q2: 27,991 shares; 2025Q3: 27,319 shares; 2025Q4: 25,014 shares; 2026Q1: 25,515 shares 25,515 $4.2M 0.19% +501 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: 24,770 shares; 2024Q4: 28,779 shares; 2025Q1: 30,148 shares; 2025Q2: 30,901 shares; 2025Q3: 29,693 shares; 2025Q4: 31,799 shares; 2026Q1: 31,567 shares 31,567 $4.17M 0.19% -232 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,955 shares; 2024Q4: 23,499 shares; 2025Q1: 23,920 shares; 2025Q2: 24,494 shares; 2025Q3: 30,076 shares; 2025Q4: 44,152 shares; 2026Q1: 49,905 shares 49,905 $4.08M 0.18% +5,753 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: 3,046 shares; 2024Q4: 3,258 shares; 2025Q1: 3,484 shares; 2025Q2: 27,164 shares; 2025Q3: 26,475 shares; 2025Q4: 26,283 shares; 2026Q1: 25,969 shares 25,969 $4.03M 0.18% -314 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,506 shares; 2025Q1: 25,017 shares; 2025Q2: 27,816 shares; 2025Q3: 43,770 shares; 2025Q4: 42,044 shares; 2026Q1: 35,742 shares 35,742 $3.95M 0.18% -6,302 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: 10,106 shares; 2024Q4: 8,752 shares; 2025Q1: 8,275 shares; 2025Q2: 8,849 shares; 2025Q3: 8,739 shares; 2025Q4: 7,348 shares; 2026Q1: 7,290 shares 7,290 $3.92M 0.17% -58 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: 32,988 shares; 2025Q1: 47,212 shares; 2025Q2: 47,920 shares; 2025Q3: 47,118 shares; 2025Q4: 47,839 shares; 2026Q1: 47,085 shares 47,085 $3.86M 0.17% -754 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: 4,363 shares; 2025Q1: 6,064 shares; 2025Q2: 6,346 shares; 2025Q3: 4,081 shares; 2025Q4: 6,976 shares; 2026Q1: 26,279 shares 26,279 $3.84M 0.17% +19,303 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 4,025 shares; 2025Q4: 60,474 shares; 2026Q1: 59,408 shares 59,408 $3.81M 0.17% -1,066 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: 151,208 shares; 2024Q4: 151,326 shares; 2025Q1: 36,688 shares; 2025Q2: 40,973 shares; 2025Q3: 38,338 shares; 2025Q4: 37,114 shares; 2026Q1: 36,260 shares 36,260 $3.75M 0.17% -854 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,716 shares; 2024Q4: 11,036 shares; 2025Q1: 11,507 shares; 2025Q2: 11,587 shares; 2025Q3: 11,227 shares; 2025Q4: 10,612 shares; 2026Q1: 10,740 shares 10,740 $3.69M 0.16% +128 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: 5,909 shares; 2024Q4: 6,295 shares; 2025Q1: 6,564 shares; 2025Q2: 6,220 shares; 2025Q3: 6,051 shares; 2025Q4: 6,342 shares; 2026Q1: 6,094 shares 6,094 $3.68M 0.16% -248 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 9,877 shares; 2025Q1: 11,385 shares; 2025Q2: 24,554 shares; 2025Q3: 25,984 shares; 2025Q4: 33,355 shares; 2026Q1: 36,723 shares 36,723 $3.68M 0.16% +3,368 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: 10,042 shares; 2024Q4: 10,928 shares; 2025Q1: 11,002 shares; 2025Q2: 10,717 shares; 2025Q3: 10,294 shares; 2025Q4: 10,390 shares; 2026Q1: 10,135 shares 10,135 $3.57M 0.16% -255 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,933 shares; 2024Q4: 40,005 shares; 2025Q1: 36,258 shares; 2025Q2: 35,699 shares; 2025Q3: 33,551 shares; 2025Q4: 29,544 shares; 2026Q1: 29,708 shares 29,708 $3.52M 0.16% +164 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: not reported; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: 5,406 shares; 2025Q4: 6,621 shares; 2026Q1: 7,592 shares 7,592 $3.5M 0.16% +971 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: 285,234 shares; 2024Q4: 281,808 shares; 2025Q1: 55,054 shares; 2025Q2: 44,802 shares; 2025Q3: 42,199 shares; 2025Q4: 40,382 shares; 2026Q1: 37,433 shares 37,433 $3.47M 0.15% -2,949 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: 10,768 shares; 2024Q4: 10,815 shares; 2025Q1: 10,855 shares; 2025Q2: 10,281 shares; 2025Q3: 6,566 shares; 2025Q4: 5,586 shares; 2026Q1: 4,919 shares 4,919 $3.43M 0.15% -667 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: 22,766 shares; 2024Q4: 24,755 shares; 2025Q1: 56,568 shares; 2025Q2: 68,351 shares; 2025Q3: 82,406 shares; 2025Q4: 93,209 shares; 2026Q1: 101,351 shares 101,351 $3.42M 0.15% +8,142 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,676 shares; 2024Q4: 31,828 shares; 2025Q1: 30,808 shares; 2025Q2: 29,573 shares; 2025Q3: 27,999 shares; 2025Q4: 26,515 shares; 2026Q1: 26,630 shares 26,630 $3.37M 0.15% +115 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: not reported; 2025Q1: not reported; 2025Q2: 12,912 shares; 2025Q3: 12,755 shares; 2025Q4: 13,219 shares; 2026Q1: 13,831 shares 13,831 $3.36M 0.15% +612 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: 30,779 shares; 2025Q3: 28,961 shares; 2025Q4: 21,239 shares; 2026Q1: 20,097 shares 20,097 $3.34M 0.15% -1,142 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: 4,082 shares; 2024Q4: 6,822 shares; 2025Q1: 6,780 shares; 2025Q2: 6,982 shares; 2025Q3: 7,052 shares; 2025Q4: 37,731 shares; 2026Q1: 38,479 shares 38,479 $3.33M 0.15% +748 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 24,971 shares; 2025Q3: 24,165 shares; 2025Q4: 29,060 shares; 2026Q1: 28,744 shares 28,744 $3.33M 0.15% -316 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: 15,621 shares; 2024Q4: 16,016 shares; 2025Q1: 16,263 shares; 2025Q2: 15,894 shares; 2025Q3: 15,245 shares; 2025Q4: 17,146 shares; 2026Q1: 16,837 shares 16,837 $3.27M 0.15% -309 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 80,502 shares; 2026Q1: 81,052 shares 81,052 $3.26M 0.15% +550 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 2,052 shares; 2025Q2: 14,299 shares; 2025Q3: 14,638 shares; 2025Q4: 14,546 shares; 2026Q1: 14,914 shares 14,914 $3.26M 0.15% +368 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,564 shares; 2024Q4: 61,816 shares; 2025Q1: 57,791 shares; 2025Q2: 58,638 shares; 2025Q3: 59,904 shares; 2025Q4: 63,182 shares; 2026Q1: 68,527 shares 68,527 $3.26M 0.15% +5,345 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: 4,760 shares; 2024Q4: 26,586 shares; 2025Q1: 22,859 shares; 2025Q2: 4,759 shares; 2025Q3: 4,845 shares; 2025Q4: 5,170 shares; 2026Q1: 4,993 shares 4,993 $3.25M 0.14% -177 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 9,202 shares; 2025Q1: 9,463 shares; 2025Q2: 9,703 shares; 2025Q3: 11,180 shares; 2025Q4: 16,914 shares; 2026Q1: 18,454 shares 18,454 $3.24M 0.14% +1,540 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: 19,179 shares; 2024Q4: 20,511 shares; 2025Q1: 21,243 shares; 2025Q2: 21,918 shares; 2025Q3: 21,608 shares; 2025Q4: 23,785 shares; 2026Q1: 24,292 shares 24,292 $3.13M 0.14% +507 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,737 shares; 2026Q1: 38,409 shares 38,409 $3.11M 0.14% +672 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,848 shares; 2024Q4: 186,046 shares; 2025Q1: 35,859 shares; 2025Q2: 28,917 shares; 2025Q3: 26,243 shares; 2025Q4: 24,393 shares; 2026Q1: 21,779 shares 21,779 $3.1M 0.14% -2,614 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,071 shares; 2024Q4: 21,674 shares; 2025Q1: 21,772 shares; 2025Q2: 20,369 shares; 2025Q3: 19,413 shares; 2025Q4: 19,223 shares; 2026Q1: 19,564 shares 19,564 $3.08M 0.14% +341 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: 3,336 shares; 2024Q4: 4,918 shares; 2025Q1: 5,110 shares; 2025Q2: 6,090 shares; 2025Q3: 6,882 shares; 2025Q4: 10,426 shares; 2026Q1: 12,453 shares 12,453 $3.03M 0.13% +2,027 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,420 shares; 2025Q3: 35,438 shares; 2025Q4: 35,590 shares; 2026Q1: 36,091 shares 36,091 $3M 0.13% +501 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,219 shares; 2025Q1: 51,847 shares; 2025Q2: 40,328 shares; 2025Q3: 39,434 shares; 2025Q4: 46,344 shares; 2026Q1: 45,929 shares 45,929 $2.97M 0.13% -415 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652,295 shares; 2024Q4: 655,784 shares; 2025Q1: 127,550 shares; 2025Q2: 99,804 shares; 2025Q3: 87,382 shares; 2025Q4: 82,580 shares; 2026Q1: 74,857 shares 74,857 $2.95M 0.13% -7,723 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,753 shares; 2025Q1: 8,005 shares; 2025Q2: 7,971 shares; 2025Q3: 9,321 shares; 2025Q4: 12,457 shares; 2026Q1: 13,820 shares 13,820 $2.9M 0.13% +1,363 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 13,145 shares; 2025Q4: 37,675 shares; 2026Q1: 64,927 shares 64,927 $2.89M 0.13% +27,252 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,048 shares; 2024Q4: 6,145 shares; 2025Q1: 6,421 shares; 2025Q2: 7,412 shares; 2025Q3: 8,122 shares; 2025Q4: 6,032 shares; 2026Q1: 7,154 shares 7,154 $2.85M 0.13% +1,122 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,434 shares; 2026Q1: 39,557 shares 39,557 $2.8M 0.12% +1,123 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,623 shares; 2025Q1: 20,384 shares; 2025Q2: 20,314 shares; 2025Q3: 19,889 shares; 2025Q4: 25,540 shares; 2026Q1: 30,135 shares 30,135 $2.78M 0.12% +4,595 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,099 shares; 2026Q1: 18,055 shares 18,055 $2.76M 0.12% +1,956 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,809 shares; 2025Q4: 37,292 shares; 2026Q1: 62,340 shares 62,340 $2.75M 0.12% +25,048 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to 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: 26,983 shares; 2026Q1: 28,524 shares 28,524 $2.68M 0.12% +1,541 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,667 shares; 2024Q4: 213,186 shares; 2025Q1: 42,026 shares; 2025Q2: 34,322 shares; 2025Q3: 31,417 shares; 2025Q4: 29,766 shares; 2026Q1: 26,929 shares 26,929 $2.55M 0.11% -2,837 Timeline SPIB 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: 69,794 shares; 2024Q4: 72,299 shares; 2025Q1: 84,816 shares; 2025Q2: 93,939 shares; 2025Q3: 100,530 shares; 2025Q4: 112,681 shares; 2026Q1: 73,507 shares 73,507 $2.47M 0.11% -39,174 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: 19,010 shares; 2024Q4: 19,765 shares; 2025Q1: 19,814 shares; 2025Q2: 19,654 shares; 2025Q3: 19,592 shares; 2025Q4: 20,611 shares; 2026Q1: 23,269 shares 23,269 $2.31M 0.1% +2,658 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: 245,658 shares; 2024Q4: 244,858 shares; 2025Q1: 48,405 shares; 2025Q2: 38,245 shares; 2025Q3: 33,320 shares; 2025Q4: 31,225 shares; 2026Q1: 28,258 shares 28,258 $2.28M 0.1% -2,967 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: 7,564 shares; 2024Q4: 7,711 shares; 2025Q1: 7,424 shares; 2025Q2: 7,157 shares; 2025Q3: 7,186 shares; 2025Q4: 7,122 shares; 2026Q1: 7,549 shares 7,549 $2.22M 0.1% +427 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: 6,103 shares; 2024Q4: 6,387 shares; 2025Q1: 6,660 shares; 2025Q2: 6,906 shares; 2025Q3: 7,069 shares; 2025Q4: 5,770 shares; 2026Q1: 5,078 shares 5,078 $2.17M 0.1% -692 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: 17,196 shares; 2024Q4: 17,044 shares; 2025Q1: 16,444 shares; 2025Q2: 16,501 shares; 2025Q3: 21,980 shares; 2025Q4: 21,803 shares; 2026Q1: 22,699 shares 22,699 $2.16M 0.1% +896 Timeline QGRO 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: 19,855 shares 19,855 $2.09M 0.09% new Timeline JPME 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: 144,994 shares; 2024Q4: 143,328 shares; 2025Q1: 27,990 shares; 2025Q2: 22,674 shares; 2025Q3: 20,795 shares; 2025Q4: 19,841 shares; 2026Q1: 18,022 shares 18,022 $2.06M 0.09% -1,819 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: 3,914 shares; 2024Q4: 4,409 shares; 2025Q1: 4,369 shares; 2025Q2: 4,339 shares; 2025Q3: 4,459 shares; 2025Q4: 4,569 shares; 2026Q1: 4,692 shares 4,692 $2.05M 0.09% +123 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 3,655 shares; 2025Q2: 4,140 shares; 2025Q3: 4,240 shares; 2025Q4: 4,135 shares; 2026Q1: 24,358 shares 24,358 $1.95M 0.09% +20,223 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: 159,923 shares; 2024Q4: 175,351 shares; 2025Q1: 164,560 shares; 2025Q2: 22,616 shares; 2025Q3: 11,771 shares; 2025Q4: 10,080 shares; 2026Q1: 10,121 shares 10,121 $1.94M 0.09% +41 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: 30,278 shares; 2024Q4: 31,185 shares; 2025Q1: 34,299 shares; 2025Q2: 14,664 shares; 2025Q3: 10,675 shares; 2025Q4: 10,833 shares; 2026Q1: 11,339 shares 11,339 $1.92M 0.09% +506 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: 4,057 shares; 2024Q4: 4,288 shares; 2025Q1: 5,101 shares; 2025Q2: 4,984 shares; 2025Q3: 5,017 shares; 2025Q4: 5,027 shares; 2026Q1: 5,047 shares 5,047 $1.88M 0.08% +20 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: 327,396 shares; 2024Q4: 329,022 shares; 2025Q1: 64,621 shares; 2025Q2: 51,401 shares; 2025Q3: 45,888 shares; 2025Q4: 43,210 shares; 2026Q1: 39,833 shares 39,833 $1.84M 0.08% -3,377 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: 1,864 shares; 2025Q3: 11,721 shares; 2025Q4: 12,346 shares; 2026Q1: 13,260 shares 13,260 $1.83M 0.08% +914 Timeline AGGY 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: 869,818 shares; 2024Q4: 921,006 shares; 2025Q1: 942,193 shares; 2025Q2: 112,699 shares; 2025Q3: 67,429 shares; 2025Q4: 79,996 shares; 2026Q1: 42,070 shares 42,070 $1.83M 0.08% -37,926 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: 397,453 shares; 2024Q4: 396,050 shares; 2025Q1: 59,663 shares; 2025Q2: 48,283 shares; 2025Q3: 40,869 shares; 2025Q4: 39,048 shares; 2026Q1: 37,327 shares 37,327 $1.81M 0.08% -1,721 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,906 shares; 2024Q4: 79,541 shares; 2025Q1: 82,213 shares; 2025Q2: 32,701 shares; 2025Q3: 31,760 shares; 2025Q4: 29,283 shares; 2026Q1: 28,727 shares 28,727 $1.8M 0.08% -556 Timeline ANGL 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: 597,154 shares; 2024Q4: 598,568 shares; 2025Q1: 101,135 shares; 2025Q2: 81,051 shares; 2025Q3: 69,192 shares; 2025Q4: 65,065 shares; 2026Q1: 62,300 shares 62,300 $1.79M 0.08% -2,765 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: 1,587 shares; 2026Q1: 10,152 shares 10,152 $1.77M 0.08% +8,565 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,791 shares; 2024Q4: 126,811 shares; 2025Q1: 28,166 shares; 2025Q2: 22,205 shares; 2025Q3: 21,485 shares; 2025Q4: 21,475 shares; 2026Q1: 22,070 shares 22,070 $1.74M 0.08% +595 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167,599 shares 167,599 $1.74M 0.08% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 7,875 shares; 2025Q1: 7,820 shares; 2025Q2: 7,711 shares; 2025Q3: 7,821 shares; 2025Q4: 8,023 shares; 2026Q1: 8,160 shares 8,160 $1.72M 0.08% +137 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: 11,637 shares; 2024Q4: 11,606 shares; 2025Q1: 11,606 shares; 2025Q2: 11,849 shares; 2025Q3: 12,069 shares; 2025Q4: 11,180 shares; 2026Q1: 11,600 shares 11,600 $1.72M 0.08% +420 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 5,025 shares; 2025Q1: 5,016 shares; 2025Q2: 6,868 shares; 2025Q3: 7,558 shares; 2025Q4: 10,267 shares; 2026Q1: 17,416 shares 17,416 $1.68M 0.07% +7,149 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,655 shares; 2025Q3: 16,091 shares; 2025Q4: 15,976 shares; 2026Q1: 15,981 shares 15,981 $1.66M 0.07% +5 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,281 shares; 2024Q4: 47,372 shares; 2025Q1: 15,509 shares; 2025Q2: 16,553 shares; 2025Q3: 16,617 shares; 2025Q4: 15,869 shares; 2026Q1: 17,139 shares 17,139 $1.64M 0.07% +1,270 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,341 shares; 2025Q1: 3,162 shares; 2025Q2: 3,136 shares; 2025Q3: 3,958 shares; 2025Q4: 6,621 shares; 2026Q1: 7,429 shares 7,429 $1.61M 0.07% +808 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,920 shares; 2025Q1: 3,590 shares; 2025Q2: 3,217 shares; 2025Q3: 3,701 shares; 2025Q4: 4,245 shares; 2026Q1: 4,496 shares 4,496 $1.48M 0.07% +251 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,479 shares; 2024Q4: 10,893 shares; 2025Q1: 10,058 shares; 2025Q2: 10,058 shares; 2025Q3: 9,630 shares; 2025Q4: 9,626 shares; 2026Q1: 9,507 shares 9,507 $1.47M 0.07% -119 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,628 shares; 2024Q4: 48,285 shares; 2025Q1: 45,954 shares; 2025Q2: 39,598 shares; 2025Q3: 36,959 shares; 2025Q4: 35,598 shares; 2026Q1: 35,350 shares 35,350 $1.43M 0.06% -248 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 2,404 shares; 2025Q1: 3,189 shares; 2025Q2: 3,927 shares; 2025Q3: 3,596 shares; 2025Q4: 3,673 shares; 2026Q1: 3,673 shares 3,673 $1.41M 0.06% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,884 shares; 2024Q4: 16,845 shares; 2025Q1: 17,827 shares; 2025Q2: 17,879 shares; 2025Q3: 45,677 shares; 2025Q4: 39,279 shares; 2026Q1: 18,763 shares 18,763 $1.37M 0.06% -20,516 Timeline VSMV VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,724 shares; 2024Q4: 48,441 shares; 2025Q1: 43,529 shares; 2025Q2: 29,853 shares; 2025Q3: 27,212 shares; 2025Q4: 23,454 shares; 2026Q1: 23,176 shares 23,176 $1.31M 0.06% -278 Timeline XJH 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: 27,234 shares; 2025Q2: 27,676 shares; 2025Q3: 27,589 shares; 2025Q4: 26,401 shares; 2026Q1: 28,728 shares 28,728 $1.3M 0.06% +2,327 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,298 shares; 2024Q4: 9,714 shares; 2025Q1: 10,476 shares; 2025Q2: 10,181 shares; 2025Q3: 9,429 shares; 2025Q4: 9,807 shares; 2026Q1: 11,602 shares 11,602 $1.27M 0.06% +1,795 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: 16,881 shares; 2024Q4: 17,167 shares; 2025Q1: 17,179 shares; 2025Q2: 14,729 shares; 2025Q3: 13,835 shares; 2025Q4: 12,965 shares; 2026Q1: 13,850 shares 13,850 $1.25M 0.06% +885 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: 5,144 shares; 2024Q4: 4,989 shares; 2025Q1: 5,252 shares; 2025Q2: 5,624 shares; 2025Q3: 5,705 shares; 2025Q4: 5,346 shares; 2026Q1: 5,105 shares 5,105 $1.25M 0.06% -241 Timeline VONV 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: 5,419 shares; 2024Q4: 5,285 shares; 2025Q1: 7,495 shares; 2025Q2: 9,745 shares; 2025Q3: 9,583 shares; 2025Q4: 10,339 shares; 2026Q1: 13,062 shares 13,062 $1.22M 0.05% +2,723 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: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 5,825 shares; 2025Q4: 23,342 shares; 2026Q1: 24,000 shares 24,000 $1.2M 0.05% +658 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,931 shares; 2024Q4: 22,030 shares; 2025Q1: 22,118 shares; 2025Q2: 22,210 shares; 2025Q3: 21,307 shares; 2025Q4: 21,072 shares; 2026Q1: 20,822 shares 20,822 $1.19M 0.05% -250 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: 241,672 shares; 2024Q4: 240,632 shares; 2025Q1: 35,439 shares; 2025Q2: 17,717 shares; 2025Q3: 18,482 shares; 2025Q4: 18,671 shares; 2026Q1: 21,844 shares 21,844 $1.18M 0.05% +3,173 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,607 shares; 2024Q4: 12,609 shares; 2025Q1: 12,544 shares; 2025Q2: 12,486 shares; 2025Q3: 13,079 shares; 2025Q4: 13,110 shares; 2026Q1: 12,262 shares 12,262 $1.18M 0.05% -848 Timeline INFL 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: 23,790 shares; 2024Q4: 22,540 shares; 2025Q1: 24,365 shares; 2025Q2: 22,615 shares; 2025Q3: 22,515 shares; 2025Q4: 22,605 shares; 2026Q1: 22,455 shares 22,455 $1.17M 0.05% -150 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,499 shares; 2024Q4: 23,265 shares; 2025Q1: 25,192 shares; 2025Q2: 25,625 shares; 2025Q3: 25,319 shares; 2025Q4: 25,115 shares; 2026Q1: 25,598 shares 25,598 $1.16M 0.05% +483 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,044 shares; 2024Q4: 36,476 shares; 2025Q1: 42,331 shares; 2025Q2: 42,861 shares; 2025Q3: 43,986 shares; 2025Q4: 46,300 shares; 2026Q1: 49,799 shares 49,799 $1.15M 0.05% +3,499 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: 766 shares; 2024Q4: 787 shares; 2025Q1: 1,057 shares; 2025Q2: 1,130 shares; 2025Q3: 1,123 shares; 2025Q4: 1,094 shares; 2026Q1: 1,137 shares 1,137 $1.13M 0.05% +43 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 12,631 shares; 2025Q1: 13,241 shares; 2025Q2: 13,614 shares; 2025Q3: 14,094 shares; 2025Q4: 14,094 shares; 2026Q1: 14,180 shares 14,180 $1.13M 0.05% +86 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,416 shares; 2024Q4: 48,289 shares; 2025Q1: 22,463 shares; 2025Q2: 22,810 shares; 2025Q3: 22,709 shares; 2025Q4: 21,903 shares; 2026Q1: 23,659 shares 23,659 $1.11M 0.05% +1,756 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,615 shares; 2024Q4: 578,457 shares; 2025Q1: 593,033 shares; 2025Q2: 100,507 shares; 2025Q3: 68,157 shares; 2025Q4: 72,859 shares; 2026Q1: 36,230 shares 36,230 $1.09M 0.05% -36,629 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: 4,284 shares; 2024Q4: 4,631 shares; 2025Q1: 4,597 shares; 2025Q2: 3,733 shares; 2025Q3: 3,357 shares; 2025Q4: 3,643 shares; 2026Q1: 3,783 shares 3,783 $1.09M 0.05% +140 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,002 shares; 2024Q4: 105,348 shares; 2025Q1: 56,972 shares; 2025Q2: 58,706 shares; 2025Q3: 59,647 shares; 2025Q4: 44,619 shares; 2026Q1: 39,486 shares 39,486 $1.08M 0.05% -5,133 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,235 shares; 2025Q1: 3,155 shares; 2025Q2: 3,117 shares; 2025Q3: 3,110 shares; 2025Q4: 3,207 shares; 2026Q1: 3,552 shares 3,552 $1.07M 0.05% +345 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: 9,912 shares; 2024Q4: 10,478 shares; 2025Q1: 11,744 shares; 2025Q2: 15,944 shares; 2025Q3: 15,393 shares; 2025Q4: 15,728 shares; 2026Q1: 15,005 shares 15,005 $1.05M 0.05% -723 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: 21,627 shares; 2024Q4: 25,147 shares; 2025Q1: 26,945 shares; 2025Q2: 24,259 shares; 2025Q3: 23,231 shares; 2025Q4: 4,733 shares; 2026Q1: 4,626 shares 4,626 $957K 0.04% -107 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: 4,346 shares; 2024Q4: 4,336 shares; 2025Q1: 6,083 shares; 2025Q2: 6,100 shares; 2025Q3: 6,222 shares; 2025Q4: 6,289 shares; 2026Q1: 6,625 shares 6,625 $957K 0.04% +336 Timeline SPMD 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: 174,109 shares; 2024Q4: 180,104 shares; 2025Q1: 141,530 shares; 2025Q2: 40,159 shares; 2025Q3: 16,286 shares; 2025Q4: 15,771 shares; 2026Q1: 16,046 shares 16,046 $950K 0.04% +275 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,782 shares; 2024Q4: 12,401 shares; 2025Q1: 21,026 shares; 2025Q2: 24,044 shares; 2025Q3: 23,660 shares; 2025Q4: 25,246 shares; 2026Q1: 31,412 shares 31,412 $947K 0.04% +6,166 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,673 shares; 2025Q1: 1,671 shares; 2025Q2: 1,692 shares; 2025Q3: 1,691 shares; 2025Q4: 1,675 shares; 2026Q1: 1,674 shares 1,674 $943K 0.04% -1 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: 2,526 shares; 2024Q4: 2,544 shares; 2025Q1: 6,587 shares; 2025Q2: 5,597 shares; 2025Q3: 5,666 shares; 2025Q4: 6,390 shares; 2026Q1: 5,659 shares 5,659 $936K 0.04% -731 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,276 shares; 2024Q4: 33,674 shares; 2025Q1: 29,266 shares; 2025Q2: 21,176 shares; 2025Q3: 21,198 shares; 2025Q4: 18,934 shares; 2026Q1: 18,389 shares 18,389 $928K 0.04% -545 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: 8,844 shares; 2024Q4: 7,889 shares; 2025Q1: 7,440 shares; 2025Q2: 7,474 shares; 2025Q3: 7,546 shares; 2025Q4: 7,479 shares; 2026Q1: 7,393 shares 7,393 $919K 0.04% -86 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,349 shares; 2024Q4: 10,355 shares; 2025Q1: 13,540 shares; 2025Q2: 16,196 shares; 2025Q3: 17,431 shares; 2025Q4: 18,960 shares; 2026Q1: 20,125 shares 20,125 $916K 0.04% +1,165 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,531 shares 33,531 $911K 0.04% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 3,448 shares; 2025Q1: 3,088 shares; 2025Q2: 2,663 shares; 2025Q3: 17,821 shares; 2025Q4: 2,650 shares; 2026Q1: 11,011 shares 11,011 $909K 0.04% +8,361 Timeline SPMB 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: 45,830 shares; 2024Q4: 45,908 shares; 2025Q1: 47,176 shares; 2025Q2: 54,059 shares; 2025Q3: 67,623 shares; 2025Q4: 78,814 shares; 2026Q1: 40,101 shares 40,101 $898K 0.04% -38,713 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,419 shares; 2024Q4: 7,918 shares; 2025Q1: 7,547 shares; 2025Q2: 7,468 shares; 2025Q3: 6,974 shares; 2025Q4: 19,786 shares; 2026Q1: 9,145 shares 9,145 $888K 0.04% -10,641 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,697 shares; 2025Q1: 1,640 shares; 2025Q2: 1,911 shares; 2025Q3: 1,894 shares; 2025Q4: 2,695 shares; 2026Q1: 2,837 shares 2,837 $882K 0.04% +142 Timeline PBTP 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: 170,290 shares; 2024Q4: 171,507 shares; 2025Q1: 39,520 shares; 2025Q2: 30,796 shares; 2025Q3: 30,200 shares; 2025Q4: 30,446 shares; 2026Q1: 33,504 shares 33,504 $876K 0.04% +3,058 Timeline QYLD 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: 40,102 shares; 2024Q4: 20,326 shares; 2025Q1: 20,452 shares; 2025Q2: 20,353 shares; 2025Q3: 38,329 shares; 2025Q4: 37,232 shares; 2026Q1: 50,716 shares 50,716 $870K 0.04% +13,484 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: 20,569 shares; 2024Q4: 20,536 shares; 2025Q1: 20,432 shares; 2025Q2: 20,127 shares; 2025Q3: 3,425 shares; 2025Q4: 3,993 shares; 2026Q1: 3,966 shares 3,966 $853K 0.04% -27 Timeline IIGD 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: 16,315 shares; 2024Q4: 16,375 shares; 2025Q1: 16,625 shares; 2025Q2: 16,625 shares; 2025Q3: 28,924 shares; 2025Q4: 28,924 shares; 2026Q1: 33,124 shares 33,124 $815K 0.04% +4,200 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,421 shares; 2025Q3: 12,718 shares; 2025Q4: 15,309 shares; 2026Q1: 16,169 shares 16,169 $806K 0.04% +860 Timeline RYLD 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: 52,484 shares; 2024Q4: 29,156 shares; 2025Q1: 29,430 shares; 2025Q2: 29,641 shares; 2025Q3: 43,121 shares; 2025Q4: 42,620 shares; 2026Q1: 52,909 shares 52,909 $791K 0.04% +10,289 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,805 shares; 2025Q3: 7,694 shares; 2025Q4: 8,358 shares; 2026Q1: 10,317 shares 10,317 $784K 0.03% +1,959 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: 6,842 shares; 2024Q4: 7,329 shares; 2025Q1: 5,645 shares; 2025Q2: 4,601 shares; 2025Q3: 4,385 shares; 2025Q4: 3,890 shares; 2026Q1: 3,160 shares 3,160 $784K 0.03% -730 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,468 shares; 2024Q4: 15,882 shares; 2025Q1: 15,882 shares; 2025Q2: 16,490 shares; 2025Q3: 16,738 shares; 2025Q4: 16,321 shares; 2026Q1: 15,766 shares 15,766 $780K 0.03% -555 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,665 shares; 2024Q4: 16,665 shares; 2025Q1: 16,665 shares; 2025Q2: 16,465 shares; 2025Q3: 15,465 shares; 2025Q4: 14,440 shares; 2026Q1: 14,440 shares 14,440 $760K 0.03% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 7,998 shares; 2025Q1: 7,945 shares; 2025Q2: 7,945 shares; 2025Q3: 7,910 shares; 2025Q4: 8,310 shares; 2026Q1: 9,106 shares 9,106 $754K 0.03% +796 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488,841 shares; 2024Q4: 1,553,304 shares; 2025Q1: 1,563,898 shares; 2025Q2: 75,005 shares; 2025Q3: 33,453 shares; 2025Q4: 31,063 shares; 2026Q1: 23,374 shares 23,374 $746K 0.03% -7,689 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: 10,044 shares; 2024Q4: 10,070 shares; 2025Q1: 10,244 shares; 2025Q2: 9,673 shares; 2025Q3: 10,097 shares; 2025Q4: 9,695 shares; 2026Q1: 9,647 shares 9,647 $738K 0.03% -48 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: 2,924 shares; 2024Q4: 3,271 shares; 2025Q1: 3,204 shares; 2025Q2: 3,090 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares; 2026Q1: 3,706 shares 3,706 $727K 0.03% +624 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 3,701 shares; 2025Q4: 5,351 shares; 2026Q1: 6,600 shares 6,600 $723K 0.03% +1,249 Timeline TOTL 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: 13,549 shares; 2024Q4: 14,263 shares; 2025Q1: 13,968 shares; 2025Q2: 13,924 shares; 2025Q3: 18,076 shares; 2025Q4: 18,111 shares; 2026Q1: 18,115 shares 18,115 $720K 0.03% +4 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,792 shares; 2024Q4: 530,063 shares; 2025Q1: 942,059 shares; 2025Q2: 902,067 shares; 2025Q3: 308,403 shares; 2025Q4: 33,116 shares; 2026Q1: 24,613 shares 24,613 $718K 0.03% -8,503 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: 8,258 shares; 2024Q4: 8,351 shares; 2025Q1: 7,336 shares; 2025Q2: 12,205 shares; 2025Q3: 12,760 shares; 2025Q4: 13,334 shares; 2026Q1: 14,518 shares 14,518 $708K 0.03% +1,184 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,499 shares; 2024Q4: 16,466 shares; 2025Q1: 12,606 shares; 2025Q2: 9,875 shares; 2025Q3: 8,219 shares; 2025Q4: 7,551 shares; 2026Q1: 7,356 shares 7,356 $679K 0.03% -195 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,958 shares; 2025Q2: 8,958 shares; 2025Q3: 8,981 shares; 2025Q4: 9,025 shares; 2026Q1: 9,208 shares 9,208 $670K 0.03% +183 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,153 shares; 2024Q4: 45,329 shares; 2025Q1: 63,374 shares; 2025Q2: 64,263 shares; 2025Q3: 65,229 shares; 2025Q4: 62,979 shares; 2026Q1: 4,710 shares 4,710 $666K 0.03% -58,269 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,256 shares; 2025Q1: 144,356 shares; 2025Q2: 157,106 shares; 2025Q3: 115,756 shares; 2025Q4: 100,756 shares; 2026Q1: 110,106 shares 110,106 $664K 0.03% +9,350 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,754 shares 23,754 $661K 0.03% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,298 shares; 2024Q4: 30,241 shares; 2025Q1: 29,801 shares; 2025Q2: 36,349 shares; 2025Q3: 8,079 shares; 2025Q4: 7,660 shares; 2026Q1: 7,320 shares 7,320 $648K 0.03% -340 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: 11,565 shares; 2024Q4: 12,565 shares; 2025Q1: 11,949 shares; 2025Q2: 22,233 shares; 2025Q3: 23,913 shares; 2025Q4: 23,408 shares; 2026Q1: 22,305 shares 22,305 $647K 0.03% -1,103 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,405 shares; 2025Q1: 1,912 shares; 2025Q2: 1,940 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 1,958 shares 1,958 $640K 0.03% +22 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,204 shares; 2024Q4: 101,971 shares; 2025Q1: 22,126 shares; 2025Q2: 16,769 shares; 2025Q3: 15,980 shares; 2025Q4: 15,092 shares; 2026Q1: 14,928 shares 14,928 $630K 0.03% -164 Timeline ZAP 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: 11,003 shares; 2025Q4: 14,532 shares; 2026Q1: 19,050 shares 19,050 $613K 0.03% +4,518 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,635 shares; 2024Q4: 22,718 shares; 2025Q1: 14,211 shares; 2025Q2: 20,209 shares; 2025Q3: 20,800 shares; 2025Q4: 15,685 shares; 2026Q1: 14,086 shares 14,086 $599K 0.03% -1,599 Timeline SCHI 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: 16,076 shares; 2026Q1: 26,108 shares 26,108 $592K 0.03% +10,032 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,555 shares; 2025Q1: 1,213 shares; 2025Q2: 1,343 shares; 2025Q3: 1,288 shares; 2025Q4: 1,895 shares; 2026Q1: 1,946 shares 1,946 $588K 0.03% +51 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: 4,758 shares; 2024Q4: 4,689 shares; 2025Q1: 4,564 shares; 2025Q2: 4,476 shares; 2025Q3: 4,157 shares; 2025Q4: 4,160 shares; 2026Q1: 5,193 shares 5,193 $587K 0.03% +1,033 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 5,274 shares; 2025Q1: 6,316 shares; 2025Q2: 8,133 shares; 2025Q3: 7,558 shares; 2025Q4: 7,470 shares; 2026Q1: 8,314 shares 8,314 $583K 0.03% +844 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,842 shares; 2024Q4: 12,568 shares; 2025Q1: 12,102 shares; 2025Q2: 15,455 shares; 2025Q3: 9,501 shares; 2025Q4: 10,501 shares; 2026Q1: 9,014 shares 9,014 $580K 0.03% -1,487 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 4,444 shares; 2025Q1: 4,548 shares; 2025Q2: 4,520 shares; 2025Q3: 3,574 shares; 2025Q4: 3,515 shares; 2026Q1: 3,940 shares 3,940 $580K 0.03% +425 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: 1,504 shares; 2024Q4: 1,502 shares; 2025Q1: 1,508 shares; 2025Q2: 1,332 shares; 2025Q3: 1,348 shares; 2025Q4: 1,329 shares; 2026Q1: 1,179 shares 1,179 $580K 0.03% -150 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,498 shares; 2026Q1: 14,999 shares 14,999 $574K 0.03% +6,501 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 6,750 shares; 2026Q1: 6,750 shares 6,750 $571K 0.03% 0 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: 592 shares; 2025Q2: 584 shares; 2025Q3: 954 shares; 2025Q4: 1,095 shares; 2026Q1: 1,448 shares 1,448 $565K 0.03% +353 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,357 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,356 shares 1,356 $565K 0.03% -2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,525 shares; 2024Q4: 25,586 shares; 2025Q1: 40,075 shares; 2025Q2: 3,579 shares; 2025Q3: 3,556 shares; 2025Q4: 3,691 shares; 2026Q1: 3,691 shares 3,691 $559K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,598 shares; 2024Q4: 6,238 shares; 2025Q1: 6,595 shares; 2025Q2: 6,660 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares; 2026Q1: 7,084 shares 7,084 $555K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 5,128 shares; 2025Q4: 5,203 shares; 2026Q1: 7,443 shares 7,443 $553K 0.02% +2,240 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,019 shares; 2025Q1: 1,017 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 623 shares; 2026Q1: 636 shares 636 $550K 0.02% +13 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: 2,562 shares; 2024Q4: 4,616 shares; 2025Q1: 4,841 shares; 2025Q2: 2,977 shares; 2025Q3: 3,043 shares; 2025Q4: 2,924 shares; 2026Q1: 2,845 shares 2,845 $549K 0.02% -79 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: not reported; 2025Q1: 7,488 shares; 2025Q2: 7,769 shares; 2025Q3: 8,099 shares; 2025Q4: 8,257 shares; 2026Q1: 8,315 shares 8,315 $549K 0.02% +58 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,457 shares; 2026Q1: 19,657 shares 19,657 $547K 0.02% +6,200 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: 2,503 shares; 2024Q4: 2,604 shares; 2025Q1: 2,488 shares; 2025Q2: 4,849 shares; 2025Q3: 4,747 shares; 2025Q4: 4,834 shares; 2026Q1: 5,256 shares 5,256 $540K 0.02% +422 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: 14,931 shares; 2024Q4: 13,619 shares; 2025Q1: 13,440 shares; 2025Q2: 12,808 shares; 2025Q3: 11,274 shares; 2025Q4: 9,868 shares; 2026Q1: 9,875 shares 9,875 $539K 0.02% +7 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: not reported; 2024Q4: 3,768 shares; 2025Q1: 3,544 shares; 2025Q2: 5,313 shares; 2025Q3: 5,583 shares; 2025Q4: 5,465 shares; 2026Q1: 6,101 shares 6,101 $536K 0.02% +636 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: 732 shares; 2024Q4: 714 shares; 2025Q1: 717 shares; 2025Q2: 762 shares; 2025Q3: 776 shares; 2025Q4: 778 shares; 2026Q1: 744 shares 744 $527K 0.02% -34 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: 26,527 shares; 2024Q4: 29,132 shares; 2025Q1: 13,061 shares; 2025Q2: 13,428 shares; 2025Q3: 13,638 shares; 2025Q4: 13,638 shares; 2026Q1: 12,990 shares 12,990 $522K 0.02% -648 Timeline STXF 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: 12,815 shares; 2024Q4: 12,765 shares; 2025Q1: 12,210 shares; 2025Q2: 12,231 shares; 2025Q3: 12,255 shares; 2025Q4: 12,277 shares; 2026Q1: 12,290 shares 12,290 $516K 0.02% +13 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: 18,087 shares; 2024Q4: 5,597 shares; 2025Q1: 2,090 shares; 2025Q2: 2,086 shares; 2025Q3: 2,055 shares; 2025Q4: 2,056 shares; 2026Q1: 2,057 shares 2,057 $508K 0.02% +1 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: 511 shares; 2025Q1: 791 shares; 2025Q2: 453 shares; 2025Q3: 474 shares; 2025Q4: 472 shares; 2026Q1: 526 shares 526 $506K 0.02% +54 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,780 shares; 2025Q1: 2,005 shares; 2025Q2: 1,971 shares; 2025Q3: 1,914 shares; 2025Q4: 1,927 shares; 2026Q1: 2,687 shares 2,687 $502K 0.02% +760 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: 1,788 shares; 2025Q3: 1,903 shares; 2025Q4: 1,677 shares; 2026Q1: 1,479 shares 1,479 $500K 0.02% -198 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: 4,931 shares; 2024Q4: 5,506 shares; 2025Q1: 5,307 shares; 2025Q2: 10,615 shares; 2025Q3: 11,641 shares; 2025Q4: 9,461 shares; 2026Q1: 9,900 shares 9,900 $497K 0.02% +439 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,919 shares; 2025Q1: 1,919 shares; 2025Q2: 2,164 shares; 2025Q3: 2,115 shares; 2025Q4: 2,094 shares; 2026Q1: 1,907 shares 1,907 $491K 0.02% -187 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: 1,655 shares; 2024Q4: 1,643 shares; 2025Q1: 1,603 shares; 2025Q2: 1,671 shares; 2025Q3: 1,661 shares; 2025Q4: 1,630 shares; 2026Q1: 1,600 shares 1,600 $484K 0.02% -30 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: 7,435 shares; 2025Q3: 7,288 shares; 2025Q4: 6,604 shares; 2026Q1: 6,979 shares 6,979 $476K 0.02% +375 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: 2,851 shares; 2024Q4: 2,717 shares; 2025Q1: 3,672 shares; 2025Q2: 3,558 shares; 2025Q3: 3,367 shares; 2025Q4: 3,586 shares; 2026Q1: 4,929 shares 4,929 $475K 0.02% +1,343 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: 893 shares; 2024Q4: 867 shares; 2025Q1: 869 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 864 shares; 2026Q1: 945 shares 945 $472K 0.02% +81 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,153 shares; 2025Q3: 26,222 shares; 2025Q4: 7,677 shares; 2026Q1: 9,116 shares 9,116 $463K 0.02% +1,439 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: not reported; 2025Q4: 11,683 shares; 2026Q1: 15,771 shares 15,771 $459K 0.02% +4,088 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: 1,192 shares; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 1,872 shares; 2025Q4: 1,899 shares; 2026Q1: 2,299 shares 2,299 $458K 0.02% +400 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: 2,876 shares; 2025Q2: 2,857 shares; 2025Q3: 3,140 shares; 2025Q4: 4,021 shares; 2026Q1: 4,015 shares 4,015 $451K 0.02% -6 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: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,611 shares 1,611 $443K 0.02% -69 Timeline KRE 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: 105,041 shares; 2025Q4: 113,544 shares; 2026Q1: 6,664 shares 6,664 $434K 0.02% -106,880 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: 1,709 shares; 2025Q2: 1,850 shares; 2025Q3: 1,851 shares; 2025Q4: 1,781 shares; 2026Q1: 1,775 shares 1,775 $434K 0.02% -6 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: 14,259 shares; 2025Q3: 16,832 shares; 2025Q4: 1,744 shares; 2026Q1: 1,723 shares 1,723 $432K 0.02% -21 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: 3,198 shares; 2024Q4: 3,132 shares; 2025Q1: 3,134 shares; 2025Q2: 3,085 shares; 2025Q3: 3,088 shares; 2025Q4: 3,092 shares; 2026Q1: 2,907 shares 2,907 $424K 0.02% -185 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: 3,266 shares; 2024Q4: 3,205 shares; 2025Q1: 3,244 shares; 2025Q2: 3,232 shares; 2025Q3: 3,199 shares; 2025Q4: 2,676 shares; 2026Q1: 2,642 shares 2,642 $422K 0.02% -34 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: 8,196 shares; 2024Q4: 8,434 shares; 2025Q1: 8,524 shares; 2025Q2: 8,397 shares; 2025Q3: 8,496 shares; 2025Q4: 8,512 shares; 2026Q1: 8,102 shares 8,102 $421K 0.02% -410 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: 2,550 shares; 2024Q4: 2,540 shares; 2025Q1: 2,611 shares; 2025Q2: 1,524 shares; 2025Q3: 1,554 shares; 2025Q4: 1,595 shares; 2026Q1: 1,823 shares 1,823 $412K 0.02% +228 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,335 shares; 2024Q4: 4,377 shares; 2025Q1: 5,105 shares; 2025Q2: 5,144 shares; 2025Q3: 5,197 shares; 2025Q4: 5,269 shares; 2026Q1: 5,304 shares 5,304 $409K 0.02% +35 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,698 shares; 2024Q4: 12,967 shares; 2025Q1: 12,967 shares; 2025Q2: 10,792 shares; 2025Q3: 10,963 shares; 2025Q4: 10,963 shares; 2026Q1: 10,646 shares 10,646 $409K 0.02% -317 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 6,507 shares; 2025Q1: 8,910 shares; 2025Q2: 8,790 shares; 2025Q3: 8,506 shares; 2025Q4: 8,251 shares; 2026Q1: 8,182 shares 8,182 $409K 0.02% -69 Timeline ULST 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: 9,680 shares; 2024Q4: 9,680 shares; 2025Q1: 9,680 shares; 2025Q2: 9,680 shares; 2025Q3: 9,680 shares; 2025Q4: 9,680 shares; 2026Q1: 10,080 shares 10,080 $408K 0.02% +400 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,670 shares; 2024Q4: 30,586 shares; 2025Q1: 20,478 shares; 2025Q2: 17,105 shares; 2025Q3: 13,849 shares; 2025Q4: 9,804 shares; 2026Q1: 9,093 shares 9,093 $408K 0.02% -711 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: not reported; 2025Q2: 2,120 shares; 2025Q3: 2,108 shares; 2025Q4: 1,946 shares; 2026Q1: 1,920 shares 1,920 $406K 0.02% -26 Timeline STXG 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: 9,218 shares; 2024Q4: 9,181 shares; 2025Q1: 8,516 shares; 2025Q2: 8,525 shares; 2025Q3: 8,543 shares; 2025Q4: 8,561 shares; 2026Q1: 8,570 shares 8,570 $402K 0.02% +9 Timeline ACWV 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: 2,047 shares; 2025Q3: 2,181 shares; 2025Q4: 2,382 shares; 2026Q1: 3,341 shares 3,341 $399K 0.02% +959 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: 830 shares; 2024Q4: 831 shares; 2025Q1: 1,362 shares; 2025Q2: 1,471 shares; 2025Q3: 1,500 shares; 2025Q4: 1,696 shares; 2026Q1: 1,687 shares 1,687 $399K 0.02% -9 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,158 shares; 2025Q1: 4,174 shares; 2025Q2: 4,052 shares; 2025Q3: 3,960 shares; 2025Q4: 3,937 shares; 2026Q1: 3,907 shares 3,907 $377K 0.02% -30 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,431 shares; 2025Q2: 3,250 shares; 2025Q3: 3,425 shares; 2025Q4: 3,825 shares; 2026Q1: 4,742 shares 4,742 $376K 0.02% +917 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,867 shares; 2024Q4: 6,710 shares; 2025Q1: 6,710 shares; 2025Q2: 6,745 shares; 2025Q3: 6,748 shares; 2025Q4: 6,748 shares; 2026Q1: 5,945 shares 5,945 $373K 0.02% -803 Timeline PRFZ 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: 9,480 shares; 2024Q4: 9,480 shares; 2025Q1: 9,155 shares; 2025Q2: 7,975 shares; 2025Q3: 8,064 shares; 2025Q4: 7,975 shares; 2026Q1: 7,975 shares 7,975 $366K 0.02% 0 Timeline CMF 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: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 6,315 shares; 2026Q1: 6,315 shares 6,315 $359K 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 1,954 shares; 2025Q1: 2,782 shares; 2025Q2: 3,044 shares; 2025Q3: 2,810 shares; 2025Q4: 2,754 shares; 2026Q1: 2,924 shares 2,924 $354K 0.02% +170 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: 4,142 shares; 2024Q4: 4,037 shares; 2025Q1: 3,766 shares; 2025Q2: 3,003 shares; 2025Q3: 2,929 shares; 2025Q4: 2,812 shares; 2026Q1: 2,718 shares 2,718 $348K 0.02% -94 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 973 shares 973 $348K 0.02% 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: 3,014 shares; 2025Q2: 3,351 shares; 2025Q3: 3,428 shares; 2025Q4: 3,374 shares; 2026Q1: 4,347 shares 4,347 $346K 0.02% +973 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: not reported; 2025Q1: 3,817 shares; 2025Q2: 3,817 shares; 2025Q3: 3,828 shares; 2025Q4: 3,827 shares; 2026Q1: 3,815 shares 3,815 $345K 0.02% -12 Timeline RWR 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: 22,360 shares; 2024Q4: 22,395 shares; 2025Q1: 4,474 shares; 2025Q2: 3,470 shares; 2025Q3: 3,403 shares; 2025Q4: 3,433 shares; 2026Q1: 3,403 shares 3,403 $344K 0.02% -30 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: 66,122 shares; 2024Q4: 24,110 shares; 2025Q1: 5,378 shares; 2025Q2: 4,638 shares; 2025Q3: 6,196 shares; 2025Q4: 5,916 shares; 2026Q1: 5,654 shares 5,654 $343K 0.02% -262 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,938 shares; 2025Q2: 4,938 shares; 2025Q3: 4,941 shares; 2025Q4: 4,941 shares; 2026Q1: 4,738 shares 4,738 $343K 0.02% -203 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: 8,427 shares; 2024Q4: 8,531 shares; 2025Q1: 8,234 shares; 2025Q2: 6,091 shares; 2025Q3: 4,910 shares; 2025Q4: 4,108 shares; 2026Q1: 3,529 shares 3,529 $341K 0.02% -579 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA 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: 618 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 617 shares 617 $339K 0.02% -2 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: 928 shares; 2024Q4: 1,910 shares; 2025Q1: 1,955 shares; 2025Q2: 2,006 shares; 2025Q3: 2,146 shares; 2025Q4: 2,073 shares; 2026Q1: 2,090 shares 2,090 $335K 0.01% +17 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,981 shares; 2024Q4: 18,838 shares; 2025Q1: 12,060 shares; 2025Q2: 12,060 shares; 2025Q3: 12,624 shares; 2025Q4: 12,660 shares; 2026Q1: 12,662 shares 12,662 $333K 0.01% +2 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: 857 shares; 2024Q4: 811 shares; 2025Q1: 695 shares; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 810 shares; 2026Q1: 1,221 shares 1,221 $330K 0.01% +411 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: 9,561 shares; 2024Q4: 8,894 shares; 2025Q1: 8,158 shares; 2025Q2: 7,195 shares; 2025Q3: 6,660 shares; 2025Q4: 6,971 shares; 2026Q1: 7,143 shares 7,143 $330K 0.01% +172 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,727 shares; 2024Q4: 11,822 shares; 2025Q1: 12,309 shares; 2025Q2: 11,174 shares; 2025Q3: 11,347 shares; 2025Q4: 11,404 shares; 2026Q1: 11,079 shares 11,079 $327K 0.01% -325 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 3,000 shares; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $322K 0.01% 0 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: not reported; 2025Q1: 2,865 shares; 2025Q2: 3,465 shares; 2025Q3: 3,540 shares; 2025Q4: 3,510 shares; 2026Q1: 3,241 shares 3,241 $315K 0.01% -269 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,666 shares; 2026Q1: 11,720 shares 11,720 $308K 0.01% +1,054 Timeline STXT 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: 11,526 shares; 2025Q1: 13,108 shares; 2025Q2: 13,144 shares; 2025Q3: 13,172 shares; 2025Q4: 13,214 shares; 2026Q1: 15,368 shares 15,368 $306K 0.01% +2,154 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 18,307 shares 18,307 $304K 0.01% new 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: 920 shares; 2024Q4: 975 shares; 2025Q1: 927 shares; 2025Q2: 734 shares; 2025Q3: 1,045 shares; 2025Q4: 1,216 shares; 2026Q1: 1,251 shares 1,251 $303K 0.01% +35 Timeline BUXX 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: 12,686 shares; 2025Q1: 12,618 shares; 2025Q2: 12,642 shares; 2025Q3: 12,666 shares; 2025Q4: 12,726 shares; 2026Q1: 14,926 shares 14,926 $302K 0.01% +2,200 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,007 shares; 2024Q4: 23,527 shares; 2025Q1: 26,094 shares; 2025Q2: 2,943 shares; 2025Q3: not reported; 2025Q4: 2,284 shares; 2026Q1: 3,048 shares 3,048 $300K 0.01% +764 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: 1,151,442 shares; 2024Q4: 1,185,133 shares; 2025Q1: 13,907 shares; 2025Q2: 10,011 shares; 2025Q3: 10,928 shares; 2025Q4: 8,969 shares; 2026Q1: 7,443 shares 7,443 $299K 0.01% -1,526 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,843 shares; 2024Q4: 12,843 shares; 2025Q1: 11,203 shares; 2025Q2: 11,203 shares; 2025Q3: 12,041 shares; 2025Q4: 13,364 shares; 2026Q1: 13,364 shares 13,364 $299K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 986 shares; 2026Q1: 1,018 shares 1,018 $297K 0.01% +32 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,713 shares; 2024Q4: 5,713 shares; 2025Q1: 5,713 shares; 2025Q2: 5,713 shares; 2025Q3: 5,468 shares; 2025Q4: 5,468 shares; 2026Q1: 5,468 shares 5,468 $296K 0.01% 0 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: 566 shares; 2024Q4: 544 shares; 2025Q1: 538 shares; 2025Q2: 594 shares; 2025Q3: 588 shares; 2025Q4: 615 shares; 2026Q1: 596 shares 596 $295K 0.01% -19 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: 2,176 shares; 2025Q1: 1,480 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,368 shares 1,368 $292K 0.01% +167 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 5,482 shares; 2025Q1: 7,841 shares; 2025Q2: 6,766 shares; 2025Q3: 4,391 shares; 2025Q4: 4,417 shares; 2026Q1: 5,282 shares 5,282 $292K 0.01% +865 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,432 shares; 2025Q3: 1,430 shares; 2025Q4: 1,393 shares; 2026Q1: 1,392 shares 1,392 $291K 0.01% -1 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,320 shares; 2026Q1: 1,565 shares 1,565 $288K 0.01% +245 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 776 shares; 2026Q1: 1,453 shares 1,453 $288K 0.01% +677 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,925 shares; 2025Q3: 7,679 shares; 2025Q4: 4,488 shares; 2026Q1: 3,652 shares 3,652 $288K 0.01% -836 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 6,357 shares; 2025Q4: 6,182 shares; 2026Q1: 6,178 shares 6,178 $287K 0.01% -4 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: 5,400 shares; 2024Q4: 5,410 shares; 2025Q1: 5,630 shares; 2025Q2: 6,251 shares; 2025Q3: 5,858 shares; 2025Q4: 4,272 shares; 2026Q1: 2,088 shares 2,088 $284K 0.01% -2,184 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,558 shares; 2025Q4: 1,483 shares; 2026Q1: 1,638 shares 1,638 $283K 0.01% +155 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: 1,278 shares; 2024Q4: 1,263 shares; 2025Q1: 1,181 shares; 2025Q2: 1,147 shares; 2025Q3: 1,158 shares; 2025Q4: 1,213 shares; 2026Q1: 1,211 shares 1,211 $278K 0.01% -2 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,488 shares; 2025Q1: 1,467 shares; 2025Q2: 1,466 shares; 2025Q3: 1,475 shares; 2025Q4: 1,458 shares; 2026Q1: 1,466 shares 1,466 $278K 0.01% +8 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,209 shares 4,209 $273K 0.01% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,261 shares 9,261 $272K 0.01% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,386 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares 4,375 $272K 0.01% 0 Timeline STOT 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: 5,064 shares; 2025Q1: 5,070 shares; 2025Q2: 5,360 shares; 2025Q3: 5,369 shares; 2025Q4: 5,383 shares; 2026Q1: 5,743 shares 5,743 $271K 0.01% +360 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,451 shares; 2025Q4: 2,200 shares; 2026Q1: 2,060 shares 2,060 $270K 0.01% -140 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares 2,713 $269K 0.01% new Timeline DES 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: 7,476 shares; 2025Q4: 7,476 shares; 2026Q1: 7,476 shares 7,476 $269K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,727 shares; 2025Q1: 2,728 shares; 2025Q2: 2,732 shares; 2025Q3: 2,277 shares; 2025Q4: 2,256 shares; 2026Q1: 2,593 shares 2,593 $265K 0.01% +337 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: 946 shares; 2024Q4: 913 shares; 2025Q1: 924 shares; 2025Q2: 916 shares; 2025Q3: 906 shares; 2025Q4: 812 shares; 2026Q1: 807 shares 807 $263K 0.01% -5 Timeline DRLL 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: not reported; 2026Q1: 6,611 shares 6,611 $261K 0.01% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to 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: 1,057 shares; 2026Q1: 1,179 shares 1,179 $258K 0.01% +122 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares; 2026Q1: 4,066 shares 4,066 $256K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,228 shares; 2024Q4: 9,336 shares; 2025Q1: 9,584 shares; 2025Q2: 9,257 shares; 2025Q3: 1,283 shares; 2025Q4: 985 shares; 2026Q1: 939 shares 939 $256K 0.01% -46 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 29,192 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 690 shares 690 $254K 0.01% -45 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: not reported; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 907 shares; 2025Q4: 957 shares; 2026Q1: 749 shares 749 $253K 0.01% -208 Timeline IYF 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: 2,119 shares 2,119 $249K 0.01% new Timeline JPIN 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: 8,122 shares; 2024Q4: 4,155 shares; 2025Q1: 3,855 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 4,455 shares; 2026Q1: 3,496 shares 3,496 $249K 0.01% -959 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: 2,776 shares; 2025Q3: 2,435 shares; 2025Q4: 2,394 shares; 2026Q1: 2,187 shares 2,187 $248K 0.01% -207 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: 988 shares; 2024Q4: 1,038 shares; 2025Q1: 1,052 shares; 2025Q2: 1,021 shares; 2025Q3: 1,002 shares; 2025Q4: 809 shares; 2026Q1: 776 shares 776 $244K 0.01% -33 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares; 2026Q1: 4,262 shares 4,262 $243K 0.01% 0 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: 2,030 shares; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,042 shares; 2026Q1: 2,030 shares 2,030 $241K 0.01% -12 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,750 shares; 2024Q4: 44,008 shares; 2025Q1: 2,301 shares; 2025Q2: 1,978 shares; 2025Q3: 1,731 shares; 2025Q4: 1,602 shares; 2026Q1: 1,629 shares 1,629 $238K 0.01% +27 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,775 shares; 2025Q3: 4,775 shares; 2025Q4: 4,775 shares; 2026Q1: 4,775 shares 4,775 $237K 0.01% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,143 shares; 2024Q4: 41,721 shares; 2025Q1: 42,706 shares; 2025Q2: 2,631 shares; 2025Q3: 2,547 shares; 2025Q4: 2,221 shares; 2026Q1: 2,192 shares 2,192 $236K 0.01% -29 Timeline EWJ 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: 3,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 2,556 shares; 2026Q1: 2,776 shares 2,776 $234K 0.01% +220 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,762 shares; 2024Q4: 11,635 shares; 2025Q1: 10,962 shares; 2025Q2: 10,490 shares; 2025Q3: 8,910 shares; 2025Q4: 7,357 shares; 2026Q1: 5,310 shares 5,310 $233K 0.01% -2,047 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,869 shares; 2024Q4: 7,816 shares; 2025Q1: 7,253 shares; 2025Q2: 6,367 shares; 2025Q3: 6,504 shares; 2025Q4: 5,830 shares; 2026Q1: 5,605 shares 5,605 $229K 0.01% -225 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: 4,314 shares; 2024Q4: not reported; 2025Q1: 3,707 shares; 2025Q2: 3,485 shares; 2025Q3: 3,119 shares; 2025Q4: 2,952 shares; 2026Q1: 2,591 shares 2,591 $228K 0.01% -361 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: 6,725 shares; 2024Q4: 20,284 shares; 2025Q1: 22,978 shares; 2025Q2: 24,824 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,387 shares 7,387 $227K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,627 shares; 2025Q3: 2,617 shares; 2025Q4: 2,432 shares; 2026Q1: 2,454 shares 2,454 $227K 0.01% +22 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: 10,946 shares; 2025Q2: 14,847 shares; 2025Q3: 14,847 shares; 2025Q4: 7,347 shares; 2026Q1: 7,347 shares 7,347 $226K 0.01% 0 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,698 shares; 2024Q4: 24,193 shares; 2025Q1: 15,299 shares; 2025Q2: 11,710 shares; 2025Q3: 11,710 shares; 2025Q4: 11,710 shares; 2026Q1: 9,207 shares 9,207 $223K 0.01% -2,503 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,183 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 4,183 shares; 2025Q4: 4,183 shares; 2026Q1: 4,183 shares 4,183 $223K 0.01% 0 Timeline FTWO 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: 5,738 shares; 2025Q3: 5,750 shares; 2025Q4: 5,762 shares; 2026Q1: 4,896 shares 4,896 $222K 0.01% -866 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: not reported; 2025Q4: not reported; 2026Q1: 2,312 shares 2,312 $218K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,563 shares; 2026Q1: 4,124 shares 4,124 $218K 0.01% +561 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,612 shares 1,612 $217K 0.01% new Timeline FIXT TCW ETF TRUST More: the full row for TCW 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: 5,705 shares; 2025Q3: 5,705 shares; 2025Q4: 5,708 shares; 2026Q1: 5,713 shares 5,713 $216K 0.01% +5 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: 1,636 shares; 2026Q1: 1,513 shares 1,513 $215K 0.01% -123 Timeline SHAG 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: 5,894 shares; 2024Q4: 5,996 shares; 2025Q1: 4,828 shares; 2025Q2: 4,676 shares; 2025Q3: 4,637 shares; 2025Q4: 4,535 shares; 2026Q1: 4,520 shares 4,520 $215K 0.01% -15 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,516 shares; 2025Q4: 5,516 shares; 2026Q1: 5,516 shares 5,516 $214K 0.01% 0 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: 1,454 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,468 shares 1,468 $213K 0.01% -2 Timeline NLR 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: 1,517 shares; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $213K 0.01% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123,033 shares; 2024Q4: 1,119,638 shares; 2025Q1: 12,218 shares; 2025Q2: 8,811 shares; 2025Q3: 8,556 shares; 2025Q4: 5,899 shares; 2026Q1: 4,445 shares 4,445 $209K 0.01% -1,454 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 724 shares; 2026Q1: 724 shares 724 $208K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 938 shares; 2025Q4: 945 shares; 2026Q1: 944 shares 944 $207K 0.01% -1 Timeline XYLD 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: 6,183 shares; 2024Q4: 6,952 shares; 2025Q1: 7,008 shares; 2025Q2: 7,041 shares; 2025Q3: 7,068 shares; 2025Q4: 7,439 shares; 2026Q1: 5,264 shares 5,264 $206K 0.01% -2,175 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,456 shares 2,456 $206K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 2,287 shares 2,287 $205K 0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2026Q1: 1,500 shares 1,500 $203K 0.01% new Timeline SMB 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: 11,600 shares; 2025Q4: 11,600 shares; 2026Q1: 11,600 shares 11,600 $201K 0.01% 0 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: 3,439 shares; 2025Q1: 3,110 shares; 2025Q2: 3,537 shares; 2025Q3: 3,504 shares; 2025Q4: 3,505 shares; 2026Q1: 2,788 shares 2,788 $201K 0.01% -717 Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,850 shares; 2025Q4: 65,360 shares; 2026Q1: 15,360 shares 15,360 $32.6K <0.01% -50,000 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,500 shares; 2025Q1: 169,800 shares; 2025Q2: 129,800 shares; 2025Q3: 129,800 shares; 2025Q4: 54,800 shares; 2026Q1: 37,800 shares 37,800 $22.9K <0.01% -17,000 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares 11,300 $21.5K <0.01% 0 Timeline