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: 158,375 shares; 2024Q4: 145,779 shares; 2025Q1: 109,960 shares; 2025Q2: 98,554 shares; 2025Q3: 89,252 shares; 2025Q4: 145,644 shares; 2026Q1: 152,274 shares 152,274 $99.5M 13.75% +6,630 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: 230,223 shares; 2024Q4: 268,631 shares; 2025Q1: 347,644 shares; 2025Q2: 357,930 shares; 2025Q3: 355,603 shares; 2025Q4: 349,763 shares; 2026Q1: 358,309 shares 358,309 $34.8M 4.81% +8,546 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: 221,674 shares; 2024Q4: 271,488 shares; 2025Q1: 288,568 shares; 2025Q2: 298,023 shares; 2025Q3: 303,197 shares; 2025Q4: 332,166 shares; 2026Q1: 335,535 shares 335,535 $33.3M 4.61% +3,369 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216,219 shares; 2025Q2: 200,067 shares; 2025Q3: 239,998 shares; 2025Q4: 284,617 shares; 2026Q1: 399,057 shares 399,057 $28.6M 3.96% +114,440 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,022 shares; 2024Q4: 143,843 shares; 2025Q1: 272,546 shares; 2025Q2: 360,540 shares; 2025Q3: 407,110 shares; 2025Q4: 415,845 shares; 2026Q1: 470,452 shares 470,452 $27.4M 3.78% +54,607 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: 298,649 shares; 2024Q4: 1,091,357 shares; 2025Q1: 795,860 shares; 2025Q2: 721,720 shares; 2025Q3: 752,622 shares; 2025Q4: 955,487 shares; 2026Q1: 933,002 shares 933,002 $27.2M 3.76% -22,485 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: 156,897 shares; 2024Q4: 180,724 shares; 2025Q1: 196,696 shares; 2025Q2: 194,552 shares; 2025Q3: 183,588 shares; 2025Q4: 195,096 shares; 2026Q1: 234,613 shares 234,613 $24.9M 3.44% +39,517 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378,295 shares; 2026Q1: 634,211 shares 634,211 $20.9M 2.89% +255,916 Timeline FBCG 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: 76,113 shares; 2024Q4: 150,101 shares; 2025Q1: 308,038 shares; 2025Q2: 369,737 shares; 2025Q3: 424,075 shares; 2025Q4: 447,309 shares; 2026Q1: 397,856 shares 397,856 $19.9M 2.76% -49,453 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: 45,129 shares; 2024Q4: 50,111 shares; 2025Q1: 58,060 shares; 2025Q2: 72,846 shares; 2025Q3: 74,734 shares; 2025Q4: 24,850 shares; 2026Q1: 28,192 shares 28,192 $18.3M 2.54% +3,342 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: 106,589 shares; 2024Q4: 122,145 shares; 2025Q1: 161,368 shares; 2025Q2: 165,799 shares; 2025Q3: 165,323 shares; 2025Q4: 167,000 shares; 2026Q1: 174,205 shares 174,205 $16.9M 2.34% +7,205 Timeline PWRD 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: 32,550 shares; 2024Q4: 57,766 shares; 2025Q1: 125,477 shares; 2025Q2: 155,755 shares; 2025Q3: 182,984 shares; 2025Q4: 167,324 shares; 2026Q1: 172,606 shares 172,606 $16.9M 2.33% +5,282 Timeline EMOP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 364,126 shares 364,126 $16M 2.21% 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: 49,823 shares; 2024Q4: 84,911 shares; 2025Q1: 80,587 shares; 2025Q2: 93,044 shares; 2025Q3: 99,207 shares; 2025Q4: 103,143 shares; 2026Q1: 97,995 shares 97,995 $13.6M 1.87% -5,148 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: 943 shares; 2024Q4: 2,404 shares; 2025Q1: 18,220 shares; 2025Q2: 16,852 shares; 2025Q3: 17,701 shares; 2025Q4: 17,597 shares; 2026Q1: 22,954 shares 22,954 $13.2M 1.83% +5,357 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,123 shares; 2024Q4: 105,918 shares; 2025Q1: 197,889 shares; 2025Q2: 271,456 shares; 2025Q3: 317,760 shares; 2025Q4: 300,888 shares; 2026Q1: 169,584 shares 169,584 $12.1M 1.67% -131,304 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: 29,437 shares; 2024Q4: 56,063 shares; 2025Q1: 116,519 shares; 2025Q2: 139,829 shares; 2025Q3: 167,919 shares; 2025Q4: 123,455 shares; 2026Q1: 150,468 shares 150,468 $11.2M 1.55% +27,013 Timeline JIRE 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: 71,953 shares; 2025Q2: 71,556 shares; 2025Q3: 86,324 shares; 2025Q4: 95,820 shares; 2026Q1: 142,882 shares 142,882 $10.8M 1.5% +47,062 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,973 shares; 2024Q4: 161,601 shares; 2025Q1: 189,862 shares; 2025Q2: 196,598 shares; 2025Q3: 197,492 shares; 2025Q4: 198,800 shares; 2026Q1: 207,161 shares 207,161 $9.97M 1.38% +8,361 Timeline IYR 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: 37,486 shares; 2024Q4: 57,192 shares; 2025Q1: 66,928 shares; 2025Q2: 76,108 shares; 2025Q3: 78,443 shares; 2025Q4: 86,140 shares; 2026Q1: 91,537 shares 91,537 $8.66M 1.2% +5,397 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,591 shares; 2026Q1: 160,859 shares 160,859 $8.07M 1.12% -29,732 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,623 shares; 2024Q4: 80,249 shares; 2025Q1: 105,204 shares; 2025Q2: 120,010 shares; 2025Q3: 141,877 shares; 2025Q4: 151,826 shares; 2026Q1: 150,925 shares 150,925 $7.84M 1.08% -901 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: 17,298 shares; 2024Q4: 22,124 shares; 2025Q1: 26,617 shares; 2025Q2: 29,731 shares; 2025Q3: 30,841 shares; 2025Q4: 30,626 shares; 2026Q1: 31,218 shares 31,218 $7.74M 1.07% +592 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,473 shares 65,473 $7.67M 1.06% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,411 shares; 2025Q2: 53,344 shares; 2025Q3: 59,837 shares; 2025Q4: 61,781 shares; 2026Q1: 126,493 shares 126,493 $6.99M 0.97% +64,712 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: not reported; 2025Q2: 80,157 shares; 2025Q3: 77,136 shares; 2025Q4: 75,537 shares; 2026Q1: 136,345 shares 136,345 $6.8M 0.94% +60,808 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,510 shares; 2025Q2: 32,304 shares; 2025Q3: 110,917 shares; 2025Q4: 132,620 shares; 2026Q1: 178,741 shares 178,741 $6.58M 0.91% +46,121 Timeline IYK 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: 92,857 shares 92,857 $6.5M 0.9% new Timeline IYG 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: 59,817 shares; 2026Q1: 77,515 shares 77,515 $6.42M 0.89% +17,698 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,913 shares; 2024Q4: 37,073 shares; 2025Q1: 85,393 shares; 2025Q2: 110,725 shares; 2025Q3: 129,902 shares; 2025Q4: 137,392 shares; 2026Q1: 139,456 shares 139,456 $6.36M 0.88% +2,064 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: 88,821 shares; 2024Q4: 87,550 shares; 2025Q1: 85,407 shares; 2025Q2: 93,240 shares; 2025Q3: 92,034 shares; 2025Q4: 91,599 shares; 2026Q1: 92,493 shares 92,493 $5.95M 0.82% +894 Timeline SPGM 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: 108,743 shares; 2024Q4: 103,115 shares; 2025Q1: 91,558 shares; 2025Q2: 86,171 shares; 2025Q3: 81,398 shares; 2025Q4: 77,736 shares; 2026Q1: 75,789 shares 75,789 $5.74M 0.79% -1,947 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: 79,161 shares; 2024Q4: 76,529 shares; 2025Q1: 71,003 shares; 2025Q2: 76,677 shares; 2025Q3: 70,948 shares; 2025Q4: 63,439 shares; 2026Q1: 62,888 shares 62,888 $5.56M 0.77% -551 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,273 shares; 2025Q2: 128,457 shares; 2025Q3: 155,838 shares; 2025Q4: 73,327 shares; 2026Q1: 173,945 shares 173,945 $5.43M 0.75% +100,618 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: 425,363 shares; 2024Q4: 371,205 shares; 2025Q1: 199,386 shares; 2025Q2: 157,448 shares; 2025Q3: 104,531 shares; 2025Q4: 94,796 shares; 2026Q1: 76,910 shares 76,910 $4.81M 0.67% -17,886 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: 21,504 shares; 2024Q4: 23,597 shares; 2025Q1: 21,874 shares; 2025Q2: 22,017 shares; 2025Q3: 21,693 shares; 2025Q4: 21,389 shares; 2026Q1: 18,834 shares 18,834 $4.78M 0.66% -2,555 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: 13,549 shares; 2024Q4: 9,356 shares; 2025Q1: 35,127 shares; 2025Q2: 51,636 shares; 2025Q3: 51,406 shares; 2025Q4: 50,601 shares; 2026Q1: 72,837 shares 72,837 $4.67M 0.65% +22,236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,279 shares 203,279 $4.66M 0.64% new Timeline SSO 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: 144,812 shares; 2024Q4: 127,326 shares; 2025Q1: 75,050 shares; 2025Q2: 59,691 shares; 2025Q3: 54,225 shares; 2025Q4: 107,849 shares; 2026Q1: 89,236 shares 89,236 $4.63M 0.64% -18,613 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: 29,199 shares; 2025Q2: 19,917 shares; 2025Q3: 19,918 shares; 2025Q4: 20,491 shares; 2026Q1: 32,428 shares 32,428 $4.62M 0.64% +11,937 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: 34,201 shares; 2024Q4: 37,629 shares; 2025Q1: 47,038 shares; 2025Q2: 49,569 shares; 2025Q3: 42,648 shares; 2025Q4: 35,061 shares; 2026Q1: 26,270 shares 26,270 $4.58M 0.63% -8,791 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,316 shares; 2025Q1: 11,450 shares; 2025Q2: 22,928 shares; 2025Q3: 26,930 shares; 2025Q4: 27,301 shares; 2026Q1: 40,642 shares 40,642 $4.09M 0.57% +13,341 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172,440 shares; 2026Q1: 168,880 shares 168,880 $4.04M 0.56% -3,560 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: not reported; 2024Q4: not reported; 2025Q1: 15,097 shares; 2025Q2: 38,680 shares; 2025Q3: 45,820 shares; 2025Q4: 36,414 shares; 2026Q1: 33,965 shares 33,965 $4.03M 0.56% -2,449 Timeline EMGF 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: 48,789 shares; 2025Q2: 75,283 shares; 2025Q3: 74,957 shares; 2025Q4: 75,828 shares; 2026Q1: 63,638 shares 63,638 $3.85M 0.53% -12,190 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: 20,245 shares; 2024Q4: 22,308 shares; 2025Q1: 28,128 shares; 2025Q2: 29,879 shares; 2025Q3: 29,586 shares; 2025Q4: 19,947 shares; 2026Q1: 13,176 shares 13,176 $3.79M 0.52% -6,771 Timeline SCHV 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: 91,317 shares; 2025Q3: 97,770 shares; 2025Q4: 96,583 shares; 2026Q1: 120,739 shares 120,739 $3.68M 0.51% +24,156 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,865 shares; 2024Q4: 12,891 shares; 2025Q1: 15,588 shares; 2025Q2: 16,187 shares; 2025Q3: 16,096 shares; 2025Q4: 13,570 shares; 2026Q1: 9,176 shares 9,176 $3.4M 0.47% -4,394 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: 4,541 shares; 2024Q4: 13,336 shares; 2025Q1: 44,930 shares; 2025Q2: 51,579 shares; 2025Q3: 58,178 shares; 2025Q4: 53,905 shares; 2026Q1: 37,606 shares 37,606 $3.32M 0.46% -16,299 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,358 shares; 2024Q4: 54,837 shares; 2025Q1: 40,386 shares; 2025Q2: 37,898 shares; 2025Q3: 48,295 shares; 2025Q4: 56,758 shares; 2026Q1: 57,229 shares 57,229 $2.83M 0.39% +471 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: 1,421 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 12,190 shares; 2026Q1: 12,389 shares 12,389 $2.71M 0.37% +199 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,667 shares; 2025Q2: 40,950 shares; 2025Q3: 42,739 shares; 2025Q4: 43,276 shares; 2026Q1: 36,398 shares 36,398 $2.64M 0.37% -6,878 Timeline ICLN 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: 126,336 shares; 2025Q2: 144,172 shares; 2025Q3: 144,278 shares; 2025Q4: 144,272 shares; 2026Q1: 137,813 shares 137,813 $2.52M 0.35% -6,459 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: 1,749 shares; 2024Q4: 2,593 shares; 2025Q1: 2,124 shares; 2025Q2: 4,494 shares; 2025Q3: 3,893 shares; 2025Q4: 3,925 shares; 2026Q1: 3,933 shares 3,933 $2.35M 0.32% +8 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: 6,510 shares; 2024Q4: 8,397 shares; 2025Q1: 8,127 shares; 2025Q2: 8,102 shares; 2025Q3: 8,297 shares; 2025Q4: 11,060 shares; 2026Q1: 10,177 shares 10,177 $2.12M 0.29% -883 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: 1,626 shares; 2025Q2: 2,118 shares; 2025Q3: 2,115 shares; 2025Q4: 2,748 shares; 2026Q1: 2,668 shares 2,668 $1.86M 0.26% -80 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: 1,736 shares; 2024Q4: 2,287 shares; 2025Q1: 5,512 shares; 2025Q2: 5,355 shares; 2025Q3: 5,349 shares; 2025Q4: 7,848 shares; 2026Q1: 5,572 shares 5,572 $1.79M 0.25% -2,276 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: 6,818 shares; 2024Q4: 6,808 shares; 2025Q1: 6,816 shares; 2025Q2: 6,862 shares; 2025Q3: 6,874 shares; 2025Q4: 6,884 shares; 2026Q1: 7,190 shares 7,190 $1.65M 0.23% +306 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 2,274 shares; 2025Q3: 3,560 shares; 2025Q4: 4,046 shares; 2026Q1: 4,272 shares 4,272 $1.64M 0.23% +226 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,362 shares; 2026Q1: 25,509 shares 25,509 $1.58M 0.22% +2,147 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: 834 shares; 2024Q4: 978 shares; 2025Q1: 4,330 shares; 2025Q2: 4,424 shares; 2025Q3: 4,384 shares; 2025Q4: 3,631 shares; 2026Q1: 2,717 shares 2,717 $1.55M 0.21% -914 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,858 shares; 2025Q1: 38,194 shares; 2025Q2: 69,866 shares; 2025Q3: 68,016 shares; 2025Q4: 47,851 shares; 2026Q1: 29,746 shares 29,746 $1.5M 0.21% -18,105 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: 8,170 shares; 2024Q4: 8,842 shares; 2025Q1: 11,157 shares; 2025Q2: 11,861 shares; 2025Q3: 11,725 shares; 2025Q4: 9,016 shares; 2026Q1: 4,919 shares 4,919 $1.49M 0.21% -4,097 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares; 2025Q3: not reported; 2025Q4: 2,021 shares; 2026Q1: 10,233 shares 10,233 $1.48M 0.21% +8,212 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: 5,942 shares; 2024Q4: 5,785 shares; 2025Q1: 6,228 shares; 2025Q2: 5,832 shares; 2025Q3: 5,950 shares; 2025Q4: 5,922 shares; 2026Q1: 6,060 shares 6,060 $1.48M 0.2% +138 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,255 shares; 2026Q1: 18,141 shares 18,141 $1.44M 0.2% +14,886 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,573 shares; 2024Q4: 16,185 shares; 2025Q1: 15,986 shares; 2025Q2: 18,428 shares; 2025Q3: 18,608 shares; 2025Q4: 42,315 shares; 2026Q1: 36,700 shares 36,700 $1.41M 0.19% -5,615 Timeline EUSA 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: 45,269 shares; 2025Q3: 53,067 shares; 2025Q4: 6,684 shares; 2026Q1: 13,691 shares 13,691 $1.39M 0.19% +7,007 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 15,216 shares; 2025Q1: 29,347 shares; 2025Q2: 26,326 shares; 2025Q3: 29,266 shares; 2025Q4: 28,539 shares; 2026Q1: 7,596 shares 7,596 $1.38M 0.19% -20,943 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,084 shares; 2025Q1: 27,892 shares; 2025Q2: 33,348 shares; 2025Q3: 33,520 shares; 2025Q4: 37,736 shares; 2026Q1: 40,328 shares 40,328 $1.36M 0.19% +2,592 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,563 shares; 2025Q1: 4,661 shares; 2025Q2: 4,786 shares; 2025Q3: 5,129 shares; 2025Q4: 4,875 shares; 2026Q1: 4,747 shares 4,747 $1.36M 0.19% -128 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 4,691 shares; 2025Q4: 6,557 shares; 2026Q1: 4,320 shares 4,320 $1.34M 0.18% -2,237 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: 10,306 shares; 2025Q2: 12,488 shares; 2025Q3: 12,488 shares; 2025Q4: 12,843 shares; 2026Q1: 10,807 shares 10,807 $1.28M 0.18% -2,036 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: 2,507 shares; 2024Q4: 3,724 shares; 2025Q1: 12,443 shares; 2025Q2: 15,211 shares; 2025Q3: 19,055 shares; 2025Q4: 15,440 shares; 2026Q1: 13,687 shares 13,687 $1.25M 0.17% -1,753 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: 1,401 shares; 2024Q4: 2,454 shares; 2025Q1: 3,098 shares; 2025Q2: 3,282 shares; 2025Q3: 3,091 shares; 2025Q4: 2,529 shares; 2026Q1: 1,356 shares 1,356 $1.25M 0.17% -1,173 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: 1,599 shares; 2024Q4: 2,209 shares; 2025Q1: 5,112 shares; 2025Q2: 5,031 shares; 2025Q3: 5,806 shares; 2025Q4: 5,811 shares; 2026Q1: 5,981 shares 5,981 $1.24M 0.17% +170 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: 1,520 shares; 2024Q4: 1,672 shares; 2025Q1: 2,048 shares; 2025Q2: 2,143 shares; 2025Q3: 3,953 shares; 2025Q4: 2,939 shares; 2026Q1: 1,426 shares 1,426 $1.23M 0.17% -1,513 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: not reported; 2024Q4: 15,327 shares; 2025Q1: 140,426 shares; 2025Q2: 146,245 shares; 2025Q3: 181,804 shares; 2025Q4: 204,702 shares; 2026Q1: 17,115 shares 17,115 $1.19M 0.17% -187,587 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,508 shares 13,508 $1.14M 0.16% new 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: 239,318 shares; 2024Q4: 189,459 shares; 2025Q1: 131,943 shares; 2025Q2: 102,894 shares; 2025Q3: 73,691 shares; 2025Q4: 71,837 shares; 2026Q1: 65,616 shares 65,616 $1.13M 0.16% -6,221 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: 3,358 shares; 2024Q4: 3,470 shares; 2025Q1: 3,483 shares; 2025Q2: 3,485 shares; 2025Q3: 3,487 shares; 2025Q4: 3,485 shares; 2026Q1: 3,496 shares 3,496 $1.09M 0.15% +11 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: 2,111 shares; 2024Q4: 3,055 shares; 2025Q1: 2,450 shares; 2025Q2: 2,569 shares; 2025Q3: 2,630 shares; 2025Q4: 2,908 shares; 2026Q1: 2,878 shares 2,878 $1.07M 0.15% -30 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: 7,490 shares; 2024Q4: 8,005 shares; 2025Q1: 9,762 shares; 2025Q2: 10,221 shares; 2025Q3: 1,419 shares; 2025Q4: 1,402 shares; 2026Q1: 5,375 shares 5,375 $1.07M 0.15% +3,973 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,077 shares 16,077 $1.05M 0.15% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,823 shares; 2025Q1: 8,598 shares; 2025Q2: 9,017 shares; 2025Q3: 8,692 shares; 2025Q4: 6,587 shares; 2026Q1: 3,069 shares 3,069 $1.01M 0.14% -3,518 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: 55,429 shares; 2024Q4: 46,393 shares; 2025Q1: 33,624 shares; 2025Q2: 26,788 shares; 2025Q3: 18,955 shares; 2025Q4: 17,064 shares; 2026Q1: 17,462 shares 17,462 $990K 0.14% +398 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: 3,406 shares; 2024Q4: 3,720 shares; 2025Q1: 4,713 shares; 2025Q2: 4,909 shares; 2025Q3: 4,892 shares; 2025Q4: 3,761 shares; 2026Q1: 1,942 shares 1,942 $970K 0.13% -1,819 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: 756 shares; 2024Q4: 857 shares; 2025Q1: 910 shares; 2025Q2: 922 shares; 2025Q3: 885 shares; 2025Q4: 884 shares; 2026Q1: 961 shares 961 $958K 0.13% +77 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,647 shares; 2025Q1: 2,046 shares; 2025Q2: 2,235 shares; 2025Q3: 2,204 shares; 2025Q4: 1,672 shares; 2026Q1: 841 shares 841 $917K 0.13% -831 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: 4,518 shares; 2025Q2: 8,265 shares; 2025Q3: 11,312 shares; 2025Q4: 11,341 shares; 2026Q1: 11,992 shares 11,992 $912K 0.13% +651 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 3,168 shares; 2025Q1: 3,943 shares; 2025Q2: 4,374 shares; 2025Q3: 4,147 shares; 2025Q4: 3,290 shares; 2026Q1: 1,899 shares 1,899 $910K 0.13% -1,391 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,411 shares; 2025Q1: 12,462 shares; 2025Q2: 21,638 shares; 2025Q3: 21,483 shares; 2025Q4: 21,388 shares; 2026Q1: 22,918 shares 22,918 $909K 0.13% +1,530 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: 2,459 shares; 2024Q4: 2,277 shares; 2025Q1: 2,282 shares; 2025Q2: 2,253 shares; 2025Q3: 2,280 shares; 2025Q4: 2,288 shares; 2026Q1: 2,754 shares 2,754 $906K 0.13% +466 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM 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: 35,067 shares; 2025Q4: 51,897 shares; 2026Q1: 60,286 shares 60,286 $904K 0.13% +8,389 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: not reported; 2024Q4: 5,145 shares; 2025Q1: 11,783 shares; 2025Q2: 14,137 shares; 2025Q3: 13,892 shares; 2025Q4: 13,653 shares; 2026Q1: 13,303 shares 13,303 $904K 0.12% -350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,777 shares; 2025Q4: 17,390 shares; 2026Q1: 19,092 shares 19,092 $891K 0.12% +1,702 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 4,015 shares; 2025Q1: 5,159 shares; 2025Q2: 5,429 shares; 2025Q3: 5,413 shares; 2025Q4: 4,032 shares; 2026Q1: 1,949 shares 1,949 $843K 0.12% -2,083 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,573 shares; 2024Q4: 34,444 shares; 2025Q1: 22,584 shares; 2025Q2: 20,298 shares; 2025Q3: 19,490 shares; 2025Q4: 16,729 shares; 2026Q1: 16,729 shares 16,729 $815K 0.11% 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: 13,691 shares; 2024Q4: 31,850 shares; 2025Q1: 41,714 shares; 2025Q2: 46,757 shares; 2025Q3: 54,215 shares; 2025Q4: 8,919 shares; 2026Q1: 7,256 shares 7,256 $808K 0.11% -1,663 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,555 shares; 2025Q3: 8,830 shares; 2025Q4: 11,964 shares; 2026Q1: 12,017 shares 12,017 $753K 0.1% +53 Timeline SPGI S&P GLOBAL INC More: the full row for S&P 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: not reported; 2026Q1: 1,691 shares 1,691 $719K 0.1% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,965 shares 7,965 $690K 0.1% new 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: 3,735 shares; 2024Q4: 4,348 shares; 2025Q1: 5,535 shares; 2025Q2: 5,916 shares; 2025Q3: 5,606 shares; 2025Q4: 4,510 shares; 2026Q1: 1,843 shares 1,843 $659K 0.09% -2,667 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,128 shares; 2025Q1: 3,138 shares; 2025Q2: 3,139 shares; 2025Q3: 2,912 shares; 2025Q4: 2,938 shares; 2026Q1: 3,007 shares 3,007 $654K 0.09% +69 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,050 shares; 2025Q3: 9,455 shares; 2025Q4: 8,184 shares; 2026Q1: 12,668 shares 12,668 $653K 0.09% +4,484 Timeline JEMA 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: 12,487 shares 12,487 $650K 0.09% new 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: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,274 shares; 2025Q2: 2,261 shares; 2025Q3: 2,221 shares; 2025Q4: 2,206 shares; 2026Q1: 2,181 shares 2,181 $626K 0.09% -25 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: 2,561 shares; 2024Q4: not reported; 2025Q1: 1,840 shares; 2025Q2: not reported; 2025Q3: 3,173 shares; 2025Q4: 3,292 shares; 2026Q1: 3,656 shares 3,656 $620K 0.09% +364 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: 5,199 shares; 2024Q4: 5,085 shares; 2025Q1: 4,799 shares; 2025Q2: 4,851 shares; 2025Q3: 4,686 shares; 2025Q4: 4,755 shares; 2026Q1: 4,901 shares 4,901 $609K 0.08% +146 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 19,154 shares; 2025Q4: 21,571 shares; 2026Q1: 22,283 shares 22,283 $601K 0.08% +712 Timeline IOO 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: 6,478 shares; 2024Q4: 6,489 shares; 2025Q1: 4,927 shares; 2025Q2: 4,922 shares; 2025Q3: 5,021 shares; 2025Q4: 5,005 shares; 2026Q1: 4,914 shares 4,914 $594K 0.08% -91 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 32,841 shares; 2025Q1: 49,520 shares; 2025Q2: 34,314 shares; 2025Q3: 48,947 shares; 2025Q4: 40,858 shares; 2026Q1: 11,234 shares 11,234 $586K 0.08% -29,624 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 2,560 shares; 2026Q1: 4,408 shares 4,408 $586K 0.08% +1,848 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: 1,819 shares; 2024Q4: 1,989 shares; 2025Q1: 2,177 shares; 2025Q2: 2,466 shares; 2025Q3: 1,928 shares; 2025Q4: 1,758 shares; 2026Q1: 3,522 shares 3,522 $562K 0.08% +1,764 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 701 shares; 2025Q1: 1,986 shares; 2025Q2: 2,334 shares; 2025Q3: 2,335 shares; 2025Q4: 2,230 shares; 2026Q1: 1,562 shares 1,562 $557K 0.08% -668 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,860 shares; 2025Q1: 10,190 shares; 2025Q2: 12,144 shares; 2025Q3: 12,193 shares; 2025Q4: 13,796 shares; 2026Q1: 14,781 shares 14,781 $548K 0.08% +985 Timeline ASLV ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to 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: 15,084 shares; 2026Q1: 19,576 shares 19,576 $544K 0.08% +4,492 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,960 shares; 2025Q3: 12,754 shares; 2025Q4: 12,854 shares; 2026Q1: 17,148 shares 17,148 $526K 0.07% +4,294 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: 3,784 shares; 2024Q4: 4,682 shares; 2025Q1: 4,582 shares; 2025Q2: 4,582 shares; 2025Q3: 4,582 shares; 2025Q4: 4,599 shares; 2026Q1: 4,645 shares 4,645 $525K 0.07% +46 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,411 shares 2,411 $519K 0.07% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,808 shares; 2025Q4: 9,656 shares; 2026Q1: 10,220 shares 10,220 $508K 0.07% +564 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,766 shares 4,766 $498K 0.07% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,877 shares; 2024Q4: 8,907 shares; 2025Q1: 15,586 shares; 2025Q2: 14,286 shares; 2025Q3: 14,179 shares; 2025Q4: 14,730 shares; 2026Q1: 10,501 shares 10,501 $497K 0.07% -4,229 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,898 shares 3,898 $492K 0.07% new Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,337 shares; 2025Q3: 12,337 shares; 2025Q4: 12,272 shares; 2026Q1: 12,255 shares 12,255 $489K 0.07% -17 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,552 shares; 2025Q1: 6,880 shares; 2025Q2: 7,386 shares; 2025Q3: 6,986 shares; 2025Q4: 5,307 shares; 2026Q1: 2,383 shares 2,383 $484K 0.07% -2,924 Timeline MAGS 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: 16,460 shares; 2024Q4: 8,081 shares; 2025Q1: 8,023 shares; 2025Q2: 8,021 shares; 2025Q3: 6,992 shares; 2025Q4: 8,103 shares; 2026Q1: 8,232 shares 8,232 $477K 0.07% +129 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: 551 shares; 2024Q4: 557 shares; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 572 shares; 2025Q4: 596 shares; 2026Q1: 635 shares 635 $450K 0.06% +39 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: not reported; 2025Q1: 5,479 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 11,727 shares; 2026Q1: 5,809 shares 5,809 $448K 0.06% -5,918 Timeline JIVE 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: 5,188 shares 5,188 $444K 0.06% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,450 shares; 2025Q2: 1,349 shares; 2025Q3: 1,339 shares; 2025Q4: 1,408 shares; 2026Q1: 1,011 shares 1,011 $442K 0.06% -397 Timeline JMUB 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: 20,294 shares; 2026Q1: 8,816 shares 8,816 $441K 0.06% -11,478 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,494 shares; 2026Q1: 8,452 shares 8,452 $431K 0.06% -2,042 Timeline JIG 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: 5,644 shares 5,644 $419K 0.06% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 3,691 shares; 2025Q4: 15,369 shares; 2026Q1: 5,535 shares 5,535 $419K 0.06% -9,834 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,386 shares; 2026Q1: 3,258 shares 3,258 $412K 0.06% -3,128 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $403K 0.06% new Timeline PTIN 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: not reported; 2024Q4: not reported; 2025Q1: 12,616 shares; 2025Q2: 12,376 shares; 2025Q3: 12,376 shares; 2025Q4: 12,376 shares; 2026Q1: 12,376 shares 12,376 $402K 0.06% 0 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,503 shares 3,503 $399K 0.06% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,393 shares 2,393 $391K 0.05% new 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: 1,936 shares; 2025Q3: 2,566 shares; 2025Q4: 2,921 shares; 2026Q1: 2,921 shares 2,921 $389K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,221 shares; 2024Q4: 6,483 shares; 2025Q1: not reported; 2025Q2: 2,105 shares; 2025Q3: 2,194 shares; 2025Q4: 2,376 shares; 2026Q1: 2,598 shares 2,598 $380K 0.05% +222 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 381 shares; 2025Q2: 384 shares; 2025Q3: 372 shares; 2025Q4: 3,691 shares; 2026Q1: 3,940 shares 3,940 $379K 0.05% +249 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,968 shares; 2025Q1: 17,974 shares; 2025Q2: 2,751 shares; 2025Q3: 3,709 shares; 2025Q4: 3,229 shares; 2026Q1: 1,189 shares 1,189 $378K 0.05% -2,040 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: 1,743 shares; 2024Q4: 1,943 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,757 shares; 2026Q1: 1,777 shares 1,777 $375K 0.05% +20 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: not reported; 2025Q4: not reported; 2026Q1: 4,688 shares 4,688 $371K 0.05% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,231 shares; 2025Q4: 9,959 shares; 2026Q1: 5,073 shares 5,073 $365K 0.05% -4,886 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: 2,083 shares; 2024Q4: 2,080 shares; 2025Q1: 2,141 shares; 2025Q2: 2,118 shares; 2025Q3: 2,123 shares; 2025Q4: 2,348 shares; 2026Q1: 2,449 shares 2,449 $354K 0.05% +101 Timeline XBIL 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: 8,224 shares; 2025Q1: 10,379 shares; 2025Q2: 10,587 shares; 2025Q3: 8,999 shares; 2025Q4: 8,416 shares; 2026Q1: 7,050 shares 7,050 $353K 0.05% -1,366 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,823 shares; 2025Q2: 3,807 shares; 2025Q3: 3,804 shares; 2025Q4: 3,598 shares; 2026Q1: 1,179 shares 1,179 $352K 0.05% -2,419 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,413 shares 7,413 $349K 0.05% new 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: not reported; 2025Q4: not reported; 2026Q1: 7,533 shares 7,533 $348K 0.05% new 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: 5,757 shares; 2024Q4: 14,836 shares; 2025Q1: 19,010 shares; 2025Q2: not reported; 2025Q3: 2,719 shares; 2025Q4: 2,815 shares; 2026Q1: 4,001 shares 4,001 $347K 0.05% +1,186 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 733 shares; 2025Q3: 887 shares; 2025Q4: 958 shares; 2026Q1: 1,176 shares 1,176 $346K 0.05% +218 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 12,567 shares 12,567 $340K 0.05% new Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,062 shares 6,062 $326K 0.05% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,717 shares; 2024Q4: 18,979 shares; 2025Q1: 8,266 shares; 2025Q2: 8,234 shares; 2025Q3: 6,320 shares; 2025Q4: 6,060 shares; 2026Q1: 6,340 shares 6,340 $321K 0.04% +280 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: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares 1,416 $310K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 1,122 shares; 2026Q1: 1,165 shares 1,165 $300K 0.04% +43 Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,021 shares 11,021 $297K 0.04% new 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: not reported; 2024Q4: 817 shares; 2025Q1: 830 shares; 2025Q2: 834 shares; 2025Q3: 836 shares; 2025Q4: 845 shares; 2026Q1: 864 shares 864 $297K 0.04% +19 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,904 shares; 2025Q4: 1,887 shares; 2026Q1: 2,009 shares 2,009 $296K 0.04% +122 Timeline TAXF 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: 5,886 shares 5,886 $295K 0.04% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,635 shares; 2025Q4: 7,506 shares; 2026Q1: 8,153 shares 8,153 $269K 0.04% +647 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,675 shares 2,675 $268K 0.04% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,750 shares; 2025Q3: 12,017 shares; 2025Q4: 6,616 shares; 2026Q1: 6,616 shares 6,616 $261K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 764 shares 764 $258K 0.04% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 32,938 shares 32,938 $253K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,194 shares 2,194 $243K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,328 shares; 2025Q1: 1,372 shares; 2025Q2: 1,399 shares; 2025Q3: 1,465 shares; 2025Q4: 1,419 shares; 2026Q1: 1,189 shares 1,189 $236K 0.03% -230 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: 2,629 shares; 2024Q4: 2,431 shares; 2025Q1: 2,331 shares; 2025Q2: 2,338 shares; 2025Q3: 2,368 shares; 2025Q4: 2,371 shares; 2026Q1: 2,393 shares 2,393 $231K 0.03% +22 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: 2,591 shares; 2024Q4: 2,591 shares; 2025Q1: 2,591 shares; 2025Q2: 2,591 shares; 2025Q3: 2,591 shares; 2025Q4: 2,591 shares; 2026Q1: 2,591 shares 2,591 $229K 0.03% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,299 shares; 2025Q1: 2,299 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333 $225K 0.03% 0 Timeline VAW 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: 978 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 996 shares 996 $224K 0.03% +10 Timeline IDV 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: 10,897 shares; 2024Q4: 8,721 shares; 2025Q1: 7,159 shares; 2025Q2: 7,159 shares; 2025Q3: not reported; 2025Q4: 5,251 shares; 2026Q1: 5,251 shares 5,251 $223K 0.03% 0 Timeline PTNQ 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: not reported; 2024Q4: not reported; 2025Q1: 3,041 shares; 2025Q2: 3,041 shares; 2025Q3: 3,041 shares; 2025Q4: 3,041 shares; 2026Q1: 3,041 shares 3,041 $222K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,363 shares 2,363 $222K 0.03% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,840 shares 2,840 $220K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,194 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares 1,940 $213K 0.03% 0 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares 3,120 $210K 0.03% 0 Timeline VMBS 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: 4,317 shares 4,317 $203K 0.03% 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: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares 1,571 $201K 0.03% 0 Timeline