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: 787,305 shares; 2024Q4: 898,038 shares; 2025Q1: 831,689 shares; 2025Q2: 991,700 shares; 2025Q3: 1,048,313 shares; 2025Q4: 1,106,435 shares; 2026Q1: 1,161,576 shares 1,161,576 $102M 11.77% +55,141 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: 938,682 shares; 2024Q4: 987,613 shares; 2025Q1: 905,280 shares; 2025Q2: 955,580 shares; 2025Q3: 991,790 shares; 2025Q4: 1,013,101 shares; 2026Q1: 1,036,898 shares 1,036,898 $93.9M 10.79% +23,797 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,259 shares; 2024Q4: 259,183 shares; 2025Q1: 231,662 shares; 2025Q2: 230,270 shares; 2025Q3: 232,760 shares; 2025Q4: 224,527 shares; 2026Q1: 215,023 shares 215,023 $69M 7.93% -9,504 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,900 shares; 2024Q4: 226,000 shares; 2025Q1: 228,000 shares; 2025Q2: 228,000 shares; 2025Q3: 228,000 shares; 2025Q4: 228,000 shares; 2026Q1: 225,500 shares 225,500 $37M 4.25% -2,500 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: 23,658 shares; 2024Q4: 22,800 shares; 2025Q1: 26,477 shares; 2025Q2: 26,538 shares; 2025Q3: 26,427 shares; 2025Q4: 34,536 shares; 2026Q1: 47,820 shares 47,820 $31.1M 3.57% +13,284 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: 87,127 shares; 2024Q4: 76,355 shares; 2025Q1: 74,648 shares; 2025Q2: 68,776 shares; 2025Q3: 68,925 shares; 2025Q4: 68,333 shares; 2026Q1: 67,740 shares 67,740 $29.1M 3.35% -593 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: 44,004 shares; 2024Q4: 150,863 shares; 2025Q1: 167,185 shares; 2025Q2: 153,296 shares; 2025Q3: 155,692 shares; 2025Q4: 163,790 shares; 2026Q1: 176,721 shares 176,721 $25.2M 2.89% +12,931 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: 223,549 shares; 2024Q4: 240,593 shares; 2025Q1: 242,477 shares; 2025Q2: 234,498 shares; 2025Q3: 232,085 shares; 2025Q4: 220,853 shares; 2026Q1: 219,393 shares 219,393 $21.5M 2.47% -1,460 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: 25,480 shares; 2024Q4: 32,233 shares; 2025Q1: 33,420 shares; 2025Q2: 24,796 shares; 2025Q3: 24,341 shares; 2025Q4: 30,328 shares; 2026Q1: 32,611 shares 32,611 $19.5M 2.24% +2,283 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: 108,831 shares; 2024Q4: 115,701 shares; 2025Q1: 120,896 shares; 2025Q2: 131,094 shares; 2025Q3: 136,030 shares; 2025Q4: 159,772 shares; 2026Q1: 184,204 shares 184,204 $18.3M 2.1% +24,432 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: 382,804 shares; 2024Q4: 368,642 shares; 2025Q1: 317,210 shares; 2025Q2: 317,140 shares; 2025Q3: 324,795 shares; 2025Q4: 357,905 shares; 2026Q1: 340,621 shares 340,621 $17M 1.96% -17,284 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: 125,136 shares; 2024Q4: 131,426 shares; 2025Q1: 86,398 shares; 2025Q2: 100,205 shares; 2025Q3: 116,995 shares; 2025Q4: 156,219 shares; 2026Q1: 135,861 shares 135,861 $15.4M 1.77% -20,358 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,924 shares; 2024Q4: 53,284 shares; 2025Q1: 53,793 shares; 2025Q2: 41,172 shares; 2025Q3: 40,872 shares; 2025Q4: 41,161 shares; 2026Q1: 41,161 shares 41,161 $14.7M 1.69% 0 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: 209,712 shares; 2024Q4: 209,629 shares; 2025Q1: 205,550 shares; 2025Q2: 205,330 shares; 2025Q3: 203,357 shares; 2025Q4: 203,424 shares; 2026Q1: 239,369 shares 239,369 $12.9M 1.49% +35,945 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,929 shares; 2024Q4: 109,986 shares; 2025Q1: 108,494 shares; 2025Q2: 107,631 shares; 2025Q3: 107,419 shares; 2025Q4: 113,616 shares; 2026Q1: 114,441 shares 114,441 $12.6M 1.45% +825 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: 161,119 shares; 2025Q2: 256,019 shares; 2025Q3: 256,019 shares; 2025Q4: 256,019 shares; 2026Q1: 252,819 shares 252,819 $11.3M 1.29% -3,200 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: 42,868 shares; 2024Q4: 43,123 shares; 2025Q1: 45,565 shares; 2025Q2: 44,828 shares; 2025Q3: 44,229 shares; 2025Q4: 44,966 shares; 2026Q1: 51,869 shares 51,869 $11.2M 1.28% +6,903 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: 176,541 shares; 2024Q4: 153,584 shares; 2025Q1: 144,208 shares; 2025Q2: 131,122 shares; 2025Q3: 138,754 shares; 2025Q4: 156,766 shares; 2026Q1: 153,917 shares 153,917 $10.7M 1.23% -2,849 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: 10,431 shares; 2024Q4: 9,600 shares; 2025Q1: 9,595 shares; 2025Q2: 12,773 shares; 2025Q3: 13,546 shares; 2025Q4: 13,400 shares; 2026Q1: 16,116 shares 16,116 $10.5M 1.21% +2,716 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: 130,017 shares; 2024Q4: 126,724 shares; 2025Q1: 125,859 shares; 2025Q2: 133,626 shares; 2025Q3: 133,380 shares; 2025Q4: 140,091 shares; 2026Q1: 162,334 shares 162,334 $10.4M 1.2% +22,243 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: 92,671 shares; 2024Q4: 98,565 shares; 2025Q1: 108,300 shares; 2025Q2: 108,050 shares; 2025Q3: 109,250 shares; 2025Q4: 221,212 shares; 2026Q1: 210,212 shares 210,212 $9.65M 1.11% -11,000 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,853 shares; 2025Q2: 12,783 shares; 2025Q3: 12,783 shares; 2025Q4: 12,783 shares; 2026Q1: 16,495 shares 16,495 $9.52M 1.09% +3,712 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: 72,522 shares; 2024Q4: 72,882 shares; 2025Q1: 70,747 shares; 2025Q2: 68,402 shares; 2025Q3: 68,381 shares; 2025Q4: 68,362 shares; 2026Q1: 65,309 shares 65,309 $9.52M 1.09% -3,053 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 185,480 shares; 2026Q1: 185,601 shares 185,601 $9.43M 1.08% +121 Timeline ESGV 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: 7,848 shares; 2024Q4: 82,527 shares; 2025Q1: 88,158 shares; 2025Q2: 74,092 shares; 2025Q3: 74,097 shares; 2025Q4: 81,388 shares; 2026Q1: 77,095 shares 77,095 $8.66M 0.99% -4,293 Timeline CGEM CULLINAN THERAPEUTICS INC More: the full row for CULLINAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595,489 shares; 2024Q4: 595,489 shares; 2025Q1: 595,489 shares; 2025Q2: 595,489 shares; 2025Q3: 595,489 shares; 2025Q4: 595,489 shares; 2026Q1: 595,489 shares 595,489 $8.46M 0.97% 0 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: 17,114 shares; 2024Q4: 18,059 shares; 2025Q1: 14,909 shares; 2025Q2: 15,433 shares; 2025Q3: 15,433 shares; 2025Q4: 15,032 shares; 2026Q1: 18,373 shares 18,373 $8.03M 0.92% +3,341 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: 32,863 shares; 2024Q4: 36,675 shares; 2025Q1: 37,374 shares; 2025Q2: 37,494 shares; 2025Q3: 39,099 shares; 2025Q4: 40,389 shares; 2026Q1: 42,976 shares 42,976 $7.92M 0.91% +2,587 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: 109,869 shares; 2024Q4: 109,869 shares; 2025Q1: 109,727 shares; 2025Q2: 105,404 shares; 2025Q3: 105,424 shares; 2025Q4: 105,434 shares; 2026Q1: 105,434 shares 105,434 $7.92M 0.91% 0 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 427,136 shares; 2025Q3: 412,836 shares; 2025Q4: 364,666 shares; 2026Q1: 364,666 shares 364,666 $7.1M 0.82% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,484 shares; 2024Q4: 93,983 shares; 2025Q1: 97,204 shares; 2025Q2: 98,212 shares; 2025Q3: 97,602 shares; 2025Q4: 98,425 shares; 2026Q1: 101,094 shares 101,094 $6.83M 0.78% +2,669 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: 39,680 shares; 2024Q4: 42,381 shares; 2025Q1: 43,766 shares; 2025Q2: 45,063 shares; 2025Q3: 47,034 shares; 2025Q4: 47,782 shares; 2026Q1: 49,231 shares 49,231 $6.81M 0.78% +1,449 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 55,500 shares; 2025Q3: 55,500 shares; 2025Q4: 106,842 shares; 2026Q1: 209,580 shares 209,580 $6.5M 0.75% +102,738 Timeline VSGX 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: 8,887 shares; 2024Q4: 51,051 shares; 2025Q1: 52,516 shares; 2025Q2: 70,807 shares; 2025Q3: 70,822 shares; 2025Q4: 88,101 shares; 2026Q1: 88,116 shares 88,116 $6.32M 0.73% +15 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,411 shares; 2024Q4: 60,528 shares; 2025Q1: 60,553 shares; 2025Q2: 59,916 shares; 2025Q3: 60,091 shares; 2025Q4: 60,040 shares; 2026Q1: 59,518 shares 59,518 $5.79M 0.67% -522 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,080 shares; 2024Q4: 32,210 shares; 2025Q1: 32,977 shares; 2025Q2: 32,977 shares; 2025Q3: 32,977 shares; 2025Q4: 32,977 shares; 2026Q1: 33,211 shares 33,211 $5.75M 0.66% +234 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: 26,293 shares; 2024Q4: 25,333 shares; 2025Q1: 25,308 shares; 2025Q2: 13,593 shares; 2025Q3: 13,404 shares; 2025Q4: 13,300 shares; 2026Q1: 21,017 shares 21,017 $5.21M 0.6% +7,717 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: 13,301 shares; 2024Q4: 13,302 shares; 2025Q1: 13,422 shares; 2025Q2: 18,876 shares; 2025Q3: 20,188 shares; 2025Q4: 20,188 shares; 2026Q1: 26,061 shares 26,061 $5.11M 0.59% +5,873 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,276 shares; 2025Q3: 14,708 shares; 2025Q4: 35,319 shares; 2026Q1: 23,930 shares 23,930 $5.05M 0.58% -11,389 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: not reported; 2024Q4: not reported; 2025Q1: 3,050 shares; 2025Q2: 8,072 shares; 2025Q3: 14,756 shares; 2025Q4: 58,376 shares; 2026Q1: 58,376 shares 58,376 $4.93M 0.57% 0 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: 72,784 shares; 2024Q4: 57,891 shares; 2025Q1: 47,428 shares; 2025Q2: 31,563 shares; 2025Q3: 30,441 shares; 2025Q4: 32,495 shares; 2026Q1: 32,269 shares 32,269 $4.73M 0.54% -226 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,692 shares; 2025Q1: 59,722 shares; 2025Q2: 59,722 shares; 2025Q3: 61,144 shares; 2025Q4: 59,722 shares; 2026Q1: 59,722 shares 59,722 $4.61M 0.53% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,038 shares; 2024Q4: 93,869 shares; 2025Q1: 93,869 shares; 2025Q2: 85,269 shares; 2025Q3: 79,069 shares; 2025Q4: 79,069 shares; 2026Q1: 79,069 shares 79,069 $4.49M 0.52% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 12,760 shares; 2025Q1: 12,760 shares; 2025Q2: 14,160 shares; 2025Q3: 14,040 shares; 2025Q4: 14,040 shares; 2026Q1: 14,476 shares 14,476 $4.33M 0.5% +436 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: 24,778 shares; 2024Q4: 24,960 shares; 2025Q1: 16,393 shares; 2025Q2: 15,999 shares; 2025Q3: 15,872 shares; 2025Q4: 31,832 shares; 2026Q1: 32,463 shares 32,463 $4.31M 0.5% +631 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,832 shares; 2024Q4: 16,377 shares; 2025Q1: 16,327 shares; 2025Q2: 14,177 shares; 2025Q3: 14,099 shares; 2025Q4: 15,494 shares; 2026Q1: 20,311 shares 20,311 $4.18M 0.48% +4,817 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,526 shares; 2024Q4: 12,395 shares; 2025Q1: 11,520 shares; 2025Q2: 11,360 shares; 2025Q3: 11,360 shares; 2025Q4: 11,253 shares; 2026Q1: 11,253 shares 11,253 $4.17M 0.48% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,578 shares; 2024Q4: 44,756 shares; 2025Q1: 44,585 shares; 2025Q2: 42,511 shares; 2025Q3: 40,835 shares; 2025Q4: 28,545 shares; 2026Q1: 28,285 shares 28,285 $4.12M 0.47% -260 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,906 shares; 2024Q4: 28,112 shares; 2025Q1: 28,112 shares; 2025Q2: 28,624 shares; 2025Q3: 28,623 shares; 2025Q4: 28,939 shares; 2026Q1: 59,166 shares 59,166 $4.02M 0.46% +30,227 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,098 shares; 2025Q2: 6,098 shares; 2025Q3: 6,098 shares; 2025Q4: 6,098 shares; 2026Q1: 8,022 shares 8,022 $3.72M 0.43% +1,924 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: 18,376 shares; 2024Q4: 15,943 shares; 2025Q1: 15,943 shares; 2025Q2: 15,943 shares; 2025Q3: 15,943 shares; 2025Q4: 15,943 shares; 2026Q1: 15,943 shares 15,943 $3.41M 0.39% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,950 shares; 2024Q4: 34,875 shares; 2025Q1: 34,875 shares; 2025Q2: 35,142 shares; 2025Q3: 35,142 shares; 2025Q4: 35,571 shares; 2026Q1: 35,571 shares 35,571 $3.4M 0.39% 0 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: 3,200 shares; 2024Q4: 6,946 shares; 2025Q1: 12,342 shares; 2025Q2: 12,358 shares; 2025Q3: 12,588 shares; 2025Q4: 11,967 shares; 2026Q1: 27,492 shares 27,492 $3.26M 0.37% +15,525 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: 22,280 shares; 2024Q4: 22,280 shares; 2025Q1: 21,395 shares; 2025Q2: 22,373 shares; 2025Q3: 23,555 shares; 2025Q4: 21,345 shares; 2026Q1: 21,345 shares 21,345 $3.12M 0.36% 0 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558,988 shares; 2024Q4: 558,988 shares; 2025Q1: 558,988 shares; 2025Q2: 558,988 shares; 2025Q3: 558,988 shares; 2025Q4: 558,988 shares; 2026Q1: 558,988 shares 558,988 $2.93M 0.34% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,845 shares; 2024Q4: 53,845 shares; 2025Q1: 53,845 shares; 2025Q2: 53,845 shares; 2025Q3: 53,845 shares; 2025Q4: 53,845 shares; 2026Q1: 52,845 shares 52,845 $2.52M 0.29% -1,000 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: 15,585 shares; 2024Q4: 15,080 shares; 2025Q1: 20,170 shares; 2025Q2: 19,328 shares; 2025Q3: 19,077 shares; 2025Q4: 18,992 shares; 2026Q1: 20,088 shares 20,088 $2.5M 0.29% +1,096 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,659 shares; 2026Q1: 46,004 shares 46,004 $2.43M 0.28% -1,655 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,285 shares; 2024Q4: 9,385 shares; 2025Q1: 9,385 shares; 2025Q2: 5,601 shares; 2025Q3: 6,061 shares; 2025Q4: 6,216 shares; 2026Q1: 7,106 shares 7,106 $2.34M 0.27% +890 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: 8,154 shares; 2024Q4: 5,206 shares; 2025Q1: 5,225 shares; 2025Q2: 4,960 shares; 2025Q3: 4,964 shares; 2025Q4: 4,953 shares; 2026Q1: 8,123 shares 8,123 $2.33M 0.27% +3,170 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,607 shares; 2025Q3: 2,906 shares; 2025Q4: 5,688 shares; 2026Q1: 23,184 shares 23,184 $2.21M 0.25% +17,496 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: 32,352 shares; 2024Q4: 29,807 shares; 2025Q1: 27,923 shares; 2025Q2: 27,534 shares; 2025Q3: 27,387 shares; 2025Q4: 28,070 shares; 2026Q1: 25,019 shares 25,019 $2.05M 0.24% -3,051 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,712 shares; 2025Q3: 5,712 shares; 2025Q4: 23,544 shares; 2026Q1: 23,544 shares 23,544 $1.95M 0.22% 0 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: 2,781 shares; 2024Q4: 2,781 shares; 2025Q1: 2,581 shares; 2025Q2: 12,466 shares; 2025Q3: 12,366 shares; 2025Q4: 12,366 shares; 2026Q1: 12,366 shares 12,366 $1.83M 0.21% 0 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: 17,299 shares; 2024Q4: 17,299 shares; 2025Q1: 17,299 shares; 2025Q2: 19,263 shares; 2025Q3: 19,263 shares; 2025Q4: 22,958 shares; 2026Q1: 22,958 shares 22,958 $1.82M 0.21% 0 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: 23,103 shares; 2024Q4: 23,111 shares; 2025Q1: 28,444 shares; 2025Q2: 30,244 shares; 2025Q3: 30,544 shares; 2025Q4: 31,644 shares; 2026Q1: 29,982 shares 29,982 $1.7M 0.19% -1,662 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 8,800 shares; 2026Q1: 8,800 shares 8,800 $1.69M 0.19% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,480 shares; 2024Q4: 26,480 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares 12,900 $1.65M 0.19% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,565 shares 5,565 $1.64M 0.19% new Timeline EZU 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: 6,337 shares; 2025Q3: 15,829 shares; 2025Q4: 37,819 shares; 2026Q1: 25,056 shares 25,056 $1.57M 0.18% -12,763 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: 9,535 shares; 2024Q4: 9,227 shares; 2025Q1: 9,227 shares; 2025Q2: 9,227 shares; 2025Q3: 9,227 shares; 2025Q4: 9,227 shares; 2026Q1: 9,227 shares 9,227 $1.57M 0.18% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $1.52M 0.17% 0 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: 43,544 shares; 2024Q4: 37,003 shares; 2025Q1: 34,421 shares; 2025Q2: 32,656 shares; 2025Q3: 32,621 shares; 2025Q4: 32,637 shares; 2026Q1: 32,855 shares 32,855 $1.49M 0.17% +218 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,000 shares 27,000 $1.39M 0.16% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 3,036 shares; 2025Q1: 3,319 shares; 2025Q2: 3,721 shares; 2025Q3: 3,738 shares; 2025Q4: 3,311 shares; 2026Q1: 5,030 shares 5,030 $1.32M 0.15% +1,719 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,865 shares; 2024Q4: 26,865 shares; 2025Q1: 26,865 shares; 2025Q2: 26,865 shares; 2025Q3: 26,865 shares; 2025Q4: 27,865 shares; 2026Q1: 27,865 shares 27,865 $1.3M 0.15% 0 Timeline BKMI 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: 49,504 shares 49,504 $1.29M 0.15% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,655 shares; 2025Q3: 4,544 shares; 2025Q4: 10,083 shares; 2026Q1: 10,083 shares 10,083 $1.29M 0.15% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,160 shares 22,160 $1.26M 0.14% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,833 shares 12,833 $1.22M 0.14% new 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,016 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 8,000 shares 8,000 $1.09M 0.13% -4,500 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL 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: 8,755 shares; 2025Q4: 15,540 shares; 2026Q1: 15,540 shares 15,540 $1.06M 0.12% 0 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: 61,831 shares; 2024Q4: 60,755 shares; 2025Q1: 33,805 shares; 2025Q2: 33,805 shares; 2025Q3: 33,805 shares; 2025Q4: 32,532 shares; 2026Q1: 4,078 shares 4,078 $1.03M 0.12% -28,454 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: not reported; 2025Q3: 16,301 shares; 2025Q4: 34,900 shares; 2026Q1: 20,070 shares 20,070 $1.02M 0.12% -14,830 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,651 shares 8,651 $1.01M 0.12% new Timeline ASHR DBX ETF TR More: the full row for DBX 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: 18,655 shares; 2025Q4: 37,170 shares; 2026Q1: 29,643 shares 29,643 $968K 0.11% -7,527 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,675 shares; 2024Q4: 7,175 shares; 2025Q1: 6,625 shares; 2025Q2: 6,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,517 shares; 2026Q1: 4,950 shares 4,950 $955K 0.11% -567 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $935K 0.11% new 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: 12,055 shares; 2024Q4: 11,155 shares; 2025Q1: 10,730 shares; 2025Q2: 11,180 shares; 2025Q3: 11,180 shares; 2025Q4: 28,850 shares; 2026Q1: 3,200 shares 3,200 $920K 0.11% -25,650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,831 shares; 2025Q4: 6,285 shares; 2026Q1: 5,635 shares 5,635 $911K 0.1% -650 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,888 shares; 2025Q4: 11,650 shares; 2026Q1: 11,650 shares 11,650 $892K 0.1% 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: 11,208 shares; 2024Q4: 11,208 shares; 2025Q1: 11,708 shares; 2025Q2: 11,708 shares; 2025Q3: 11,708 shares; 2025Q4: 11,708 shares; 2026Q1: 11,708 shares 11,708 $842K 0.1% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,331 shares; 2025Q3: 5,331 shares; 2025Q4: 5,331 shares; 2026Q1: 5,331 shares 5,331 $827K 0.1% 0 Timeline KKR KKR & CO INC More: the full row for KKR & 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,800 shares 8,800 $814K 0.09% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,800 shares; 2024Q4: 17,800 shares; 2025Q1: 17,800 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $811K 0.09% 0 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: 27,648 shares; 2024Q4: 27,209 shares; 2025Q1: 27,209 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares 1,833 $782K 0.09% 0 Timeline EWY 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: 4,955 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,955 shares; 2026Q1: 6,279 shares 6,279 $772K 0.09% +1,324 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: 1,954 shares; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930 $753K 0.09% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,019 shares; 2024Q4: 55,019 shares; 2025Q1: 55,019 shares; 2025Q2: 43,487 shares; 2025Q3: 43,487 shares; 2025Q4: 43,487 shares; 2026Q1: 43,487 shares 43,487 $744K 0.09% 0 Timeline URA 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: 11,500 shares; 2025Q2: 13,600 shares; 2025Q3: 15,300 shares; 2025Q4: 15,300 shares; 2026Q1: 15,300 shares 15,300 $741K 0.09% 0 Timeline VNM 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: 42,721 shares; 2024Q4: 42,721 shares; 2025Q1: 42,721 shares; 2025Q2: 42,721 shares; 2025Q3: 42,720 shares; 2025Q4: 42,759 shares; 2026Q1: 42,759 shares 42,759 $740K 0.09% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350 $737K 0.08% 0 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: 14,400 shares; 2024Q4: 12,200 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,200 shares; 2026Q1: 12,200 shares 12,200 $722K 0.08% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.08% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 62,540 shares; 2026Q1: 78,140 shares 78,140 $713K 0.08% +15,600 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,708 shares; 2024Q4: 60,163 shares; 2025Q1: 65,063 shares; 2025Q2: 67,463 shares; 2025Q3: 71,963 shares; 2025Q4: 83,413 shares; 2026Q1: 83,413 shares 83,413 $706K 0.08% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,161 shares; 2024Q4: 62,161 shares; 2025Q1: 62,161 shares; 2025Q2: 62,161 shares; 2025Q3: 62,161 shares; 2025Q4: 62,161 shares; 2026Q1: 62,161 shares 62,161 $703K 0.08% 0 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 8,887 shares 8,887 $668K 0.08% new Timeline MLPA 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: 13,384 shares; 2024Q4: 13,384 shares; 2025Q1: 13,384 shares; 2025Q2: 13,384 shares; 2025Q3: 13,384 shares; 2025Q4: 12,384 shares; 2026Q1: 12,384 shares 12,384 $667K 0.08% 0 Timeline MCHI ISHARES 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: 9,318 shares; 2025Q2: 9,318 shares; 2025Q3: 9,318 shares; 2025Q4: 9,318 shares; 2026Q1: 11,820 shares 11,820 $664K 0.08% +2,502 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,067 shares; 2024Q4: 26,067 shares; 2025Q1: 7,823 shares; 2025Q2: 7,823 shares; 2025Q3: 9,023 shares; 2025Q4: 8,223 shares; 2026Q1: 7,223 shares 7,223 $663K 0.08% -1,000 Timeline NYF ISHARES 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: 12,304 shares 12,304 $654K 0.08% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,666 shares; 2026Q1: 2,666 shares 2,666 $651K 0.07% 0 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: 3,600 shares; 2025Q2: 4,350 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,800 shares 4,800 $639K 0.07% -150 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: 3,500 shares; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 10,220 shares; 2025Q3: 10,567 shares; 2025Q4: 8,569 shares; 2026Q1: 8,569 shares 8,569 $637K 0.07% 0 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: 5,508 shares; 2024Q4: 5,508 shares; 2025Q1: 5,508 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $624K 0.07% 0 Timeline ILF ISHARES 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: 17,430 shares 17,430 $619K 0.07% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,049 shares; 2025Q2: 3,049 shares; 2025Q3: 3,049 shares; 2025Q4: 3,049 shares; 2026Q1: 3,864 shares 3,864 $612K 0.07% +815 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $607K 0.07% 0 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: 4,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 13,080 shares 13,080 $605K 0.07% +8,180 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,000 shares 43,000 $597K 0.07% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,546 shares; 2024Q4: 16,546 shares; 2025Q1: 16,546 shares; 2025Q2: 16,546 shares; 2025Q3: 16,546 shares; 2025Q4: 16,546 shares; 2026Q1: 16,546 shares 16,546 $595K 0.07% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: not reported; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 15,700 shares; 2025Q4: 15,700 shares; 2026Q1: 15,700 shares 15,700 $588K 0.07% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,795 shares; 2024Q4: 25,405 shares; 2025Q1: 14,775 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,320 shares; 2026Q1: 7,320 shares 7,320 $574K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 5,106 shares; 2025Q4: 5,616 shares; 2026Q1: 5,616 shares 5,616 $545K 0.06% 0 Timeline EWG 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: 10,672 shares; 2025Q2: 10,672 shares; 2025Q3: 10,672 shares; 2025Q4: 10,672 shares; 2026Q1: 13,524 shares 13,524 $536K 0.06% +2,852 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: not reported; 2024Q4: 8,016 shares; 2025Q1: 7,678 shares; 2025Q2: 5,955 shares; 2025Q3: 5,955 shares; 2025Q4: 5,955 shares; 2026Q1: 5,955 shares 5,955 $528K 0.06% 0 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: 422 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,952 shares; 2026Q1: 1,925 shares 1,925 $521K 0.06% -27 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,246 shares; 2024Q4: 10,847 shares; 2025Q1: 10,697 shares; 2025Q2: not reported; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 3,066 shares 3,066 $518K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,893 shares; 2025Q4: 10,893 shares; 2026Q1: 10,893 shares 10,893 $503K 0.06% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,635 shares; 2025Q4: 4,635 shares; 2026Q1: 4,635 shares 4,635 $492K 0.06% 0 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 26,000 shares 26,000 $492K 0.06% -4,000 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: 4,452 shares; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,304 shares; 2025Q4: 3,347 shares; 2026Q1: 1,638 shares 1,638 $482K 0.06% -1,709 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,830 shares; 2025Q4: 9,630 shares; 2026Q1: 9,630 shares 9,630 $440K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,921 shares; 2025Q4: 16,767 shares; 2026Q1: 16,767 shares 16,767 $430K 0.05% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,274 shares; 2024Q4: 10,534 shares; 2025Q1: 10,934 shares; 2025Q2: 10,934 shares; 2025Q3: 10,934 shares; 2025Q4: 11,383 shares; 2026Q1: 8,600 shares 8,600 $419K 0.05% -2,783 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: 2,981 shares; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,851 shares; 2025Q3: 2,850 shares; 2025Q4: 2,926 shares; 2026Q1: 2,851 shares 2,851 $412K 0.05% -75 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $403K 0.05% 0 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $403K 0.05% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 2,000 shares; 2025Q2: 2,131 shares; 2025Q3: 2,762 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $402K 0.05% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,611 shares; 2025Q1: 11,611 shares; 2025Q2: 12,611 shares; 2025Q3: 12,611 shares; 2025Q4: 12,611 shares; 2026Q1: 12,611 shares 12,611 $398K 0.05% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 4,869 shares; 2025Q1: 4,869 shares; 2025Q2: 7,695 shares; 2025Q3: 7,695 shares; 2025Q4: 7,788 shares; 2026Q1: 7,695 shares 7,695 $361K 0.04% -93 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,000 shares 38,000 $354K 0.04% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 1,850 shares 1,850 $330K 0.04% -550 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650 $323K 0.04% 0 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,294 shares; 2024Q4: 31,294 shares; 2025Q1: 31,294 shares; 2025Q2: 31,294 shares; 2025Q3: 31,294 shares; 2025Q4: 31,294 shares; 2026Q1: 31,294 shares 31,294 $322K 0.04% 0 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: 729 shares; 2024Q4: 679 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 656 shares 656 $314K 0.04% 0 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: 4,515 shares; 2024Q4: 4,515 shares; 2025Q1: 3,890 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 1,628 shares; 2026Q1: 1,080 shares 1,080 $310K 0.04% -548 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: 4,320 shares; 2024Q4: 4,320 shares; 2025Q1: 4,320 shares; 2025Q2: 4,320 shares; 2025Q3: 3,518 shares; 2025Q4: 3,518 shares; 2026Q1: 3,518 shares 3,518 $309K 0.04% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,918 shares; 2025Q3: 2,692 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares 2,572 $286K 0.03% 0 Timeline BKLC 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: not reported; 2025Q4: not reported; 2026Q1: 2,257 shares 2,257 $282K 0.03% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,205 shares; 2024Q4: 40,205 shares; 2025Q1: 40,205 shares; 2025Q2: 40,205 shares; 2025Q3: 40,205 shares; 2025Q4: 40,205 shares; 2026Q1: 12,705 shares 12,705 $278K 0.03% -27,500 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $277K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,479 shares; 2026Q1: 5,479 shares 5,479 $270K 0.03% 0 Timeline XOP 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: 55,468 shares; 2024Q4: 44,283 shares; 2025Q1: 3,005 shares; 2025Q2: 2,523 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,482 shares 1,482 $269K 0.03% new Timeline COMT 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: 73,380 shares; 2024Q4: 73,380 shares; 2025Q1: 19,045 shares; 2025Q2: 7,745 shares; 2025Q3: 7,745 shares; 2025Q4: not reported; 2026Q1: 7,805 shares 7,805 $264K 0.03% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 3,305 shares 3,305 $260K 0.03% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650 $259K 0.03% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: not reported; 2025Q1: 3,030 shares; 2025Q2: 3,073 shares; 2025Q3: 3,081 shares; 2025Q4: 3,110 shares; 2026Q1: 3,125 shares 3,125 $258K 0.03% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,228 shares; 2025Q4: 3,228 shares; 2026Q1: 3,228 shares 3,228 $255K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,510 shares; 2025Q4: 8,510 shares; 2026Q1: 8,510 shares 8,510 $244K 0.03% 0 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,925 shares; 2025Q4: 28,925 shares; 2026Q1: 12,650 shares 12,650 $242K 0.03% -16,275 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,084 shares; 2026Q1: 3,240 shares 3,240 $222K 0.03% +156 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares 2,600 $213K 0.02% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares 1,535 $212K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,738 shares 2,738 $208K 0.02% new 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: 8,590 shares; 2024Q4: 7,720 shares; 2025Q1: 4,247 shares; 2025Q2: 4,247 shares; 2025Q3: 4,247 shares; 2025Q4: 4,247 shares; 2026Q1: 4,247 shares 4,247 $202K 0.02% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 5,611 shares; 2025Q1: 5,624 shares; 2025Q2: 4,528 shares; 2025Q3: 4,200 shares; 2025Q4: 4,281 shares; 2026Q1: 4,195 shares 4,195 $202K 0.02% -86 Timeline KCCA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,629 shares; 2025Q3: 10,629 shares; 2025Q4: 10,629 shares; 2026Q1: 10,629 shares 10,629 $158K 0.02% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,993 shares; 2024Q4: 23,993 shares; 2025Q1: 23,993 shares; 2025Q2: 23,993 shares; 2025Q3: 23,993 shares; 2025Q4: 23,993 shares; 2026Q1: 23,993 shares 23,993 $148K 0.02% 0 Timeline RNAC CARTESIAN THERAPEUTICS INC More: the full row for CARTESIAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 15,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares; 2026Q1: 19,500 shares 19,500 $120K 0.01% 0 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $79.9K 0.01% 0 Timeline