USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902,957 shares; 2024Q4: 822,878 shares; 2025Q1: 768,222 shares; 2025Q2: 672,397 shares; 2025Q3: 659,245 shares; 2025Q4: 592,111 shares; 2026Q1: 475,638 shares 475,638 $23.9M 4.78% -116,473 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,606 shares; 2024Q4: 261,409 shares; 2025Q1: 301,261 shares; 2025Q2: 288,092 shares; 2025Q3: 300,852 shares; 2025Q4: 312,724 shares; 2026Q1: 386,047 shares 386,047 $23.1M 4.6% +73,323 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,872 shares; 2024Q4: 568,608 shares; 2025Q1: 815,879 shares; 2025Q2: 987,926 shares; 2025Q3: 936,920 shares; 2025Q4: 889,079 shares; 2026Q1: 1,051,108 shares 1,051,108 $21.3M 4.24% +162,029 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,034 shares; 2024Q4: 214,623 shares; 2025Q1: 241,361 shares; 2025Q2: 262,950 shares; 2025Q3: 324,864 shares; 2025Q4: 412,666 shares; 2026Q1: 485,633 shares 485,633 $20.4M 4.07% +72,967 Timeline STXV 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: 569,268 shares; 2024Q4: 594,377 shares; 2025Q1: 582,384 shares; 2025Q2: 587,680 shares; 2025Q3: 627,712 shares; 2025Q4: 550,171 shares; 2026Q1: 517,058 shares 517,058 $18.2M 3.62% -33,113 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,602 shares; 2024Q4: 312,150 shares; 2025Q1: 371,722 shares; 2025Q2: 385,237 shares; 2025Q3: 409,872 shares; 2025Q4: 352,079 shares; 2026Q1: 333,587 shares 333,587 $15.6M 3.12% -18,492 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: 11,825 shares; 2024Q4: 13,851 shares; 2025Q1: 15,302 shares; 2025Q2: 20,872 shares; 2025Q3: 21,341 shares; 2025Q4: 24,519 shares; 2026Q1: 25,105 shares 25,105 $15M 2.99% +586 Timeline SGVT 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: 28,402 shares; 2025Q4: 144,540 shares; 2026Q1: 118,372 shares 118,372 $11.9M 2.38% -26,168 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: 6,046 shares; 2025Q3: 8,023 shares; 2025Q4: 112,593 shares; 2026Q1: 151,508 shares 151,508 $11.6M 2.31% +38,915 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,544 shares; 2026Q1: 147,138 shares 147,138 $8.56M 1.71% +49,594 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: 13,937 shares; 2024Q4: 14,870 shares; 2025Q1: 15,445 shares; 2025Q2: 18,495 shares; 2025Q3: 18,429 shares; 2025Q4: 19,093 shares; 2026Q1: 18,216 shares 18,216 $7.96M 1.59% -877 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: 6,949 shares; 2024Q4: 6,713 shares; 2025Q1: 6,772 shares; 2025Q2: 9,487 shares; 2025Q3: 9,307 shares; 2025Q4: 9,917 shares; 2026Q1: 12,141 shares 12,141 $7.93M 1.58% +2,224 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: 15,850 shares; 2024Q4: 16,480 shares; 2025Q1: 17,212 shares; 2025Q2: 19,040 shares; 2025Q3: 21,074 shares; 2025Q4: 25,360 shares; 2026Q1: 26,810 shares 26,810 $7.7M 1.54% +1,450 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,756 shares; 2025Q1: 23,458 shares; 2025Q2: 42,325 shares; 2025Q3: 61,451 shares; 2025Q4: 214,333 shares; 2026Q1: 275,570 shares 275,570 $7.24M 1.44% +61,237 Timeline AVLC 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: 63,148 shares; 2026Q1: 91,310 shares 91,310 $7.08M 1.41% +28,162 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: 39,549 shares; 2024Q4: 37,060 shares; 2025Q1: 36,662 shares; 2025Q2: 38,205 shares; 2025Q3: 35,937 shares; 2025Q4: 36,051 shares; 2026Q1: 36,050 shares 36,050 $7.07M 1.41% -1 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: 15,052 shares; 2024Q4: 15,438 shares; 2025Q1: 15,860 shares; 2025Q2: 22,794 shares; 2025Q3: 23,395 shares; 2025Q4: 25,803 shares; 2026Q1: 25,603 shares 25,603 $6.5M 1.3% -200 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: 10,658 shares; 2024Q4: 10,897 shares; 2025Q1: 11,057 shares; 2025Q2: 13,727 shares; 2025Q3: 14,254 shares; 2025Q4: 15,995 shares; 2026Q1: 17,481 shares 17,481 $6.47M 1.29% +1,486 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: 6,140 shares; 2024Q4: 6,736 shares; 2025Q1: 7,531 shares; 2025Q2: 10,102 shares; 2025Q3: 10,601 shares; 2025Q4: 10,070 shares; 2026Q1: 10,175 shares 10,175 $5.87M 1.17% +105 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: 15,669 shares; 2024Q4: 16,046 shares; 2025Q1: 16,322 shares; 2025Q2: 22,443 shares; 2025Q3: 22,639 shares; 2025Q4: 23,787 shares; 2026Q1: 25,659 shares 25,659 $5.34M 1.07% +1,872 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,681 shares; 2025Q2: 127,730 shares; 2025Q3: 122,825 shares; 2025Q4: 111,876 shares; 2026Q1: 110,512 shares 110,512 $5.23M 1.04% -1,364 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: 40,872 shares; 2024Q4: 43,318 shares; 2025Q1: 41,723 shares; 2025Q2: 45,941 shares; 2025Q3: 45,817 shares; 2025Q4: 38,769 shares; 2026Q1: 34,939 shares 34,939 $5.17M 1.03% -3,830 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,217 shares; 2024Q4: 76,754 shares; 2025Q1: 74,315 shares; 2025Q2: 74,260 shares; 2025Q3: 72,634 shares; 2025Q4: 86,679 shares; 2026Q1: 115,601 shares 115,601 $4.92M 0.98% +28,922 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: 3,602 shares; 2024Q4: 3,581 shares; 2025Q1: 7,192 shares; 2025Q2: 6,309 shares; 2025Q3: 6,064 shares; 2025Q4: 5,917 shares; 2026Q1: 6,710 shares 6,710 $4.36M 0.87% +793 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: 10,895 shares; 2024Q4: 11,035 shares; 2025Q1: 10,095 shares; 2025Q2: 12,629 shares; 2025Q3: 13,391 shares; 2025Q4: 13,957 shares; 2026Q1: 14,538 shares 14,538 $4.18M 0.83% +581 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,944 shares; 2025Q3: 14,268 shares; 2025Q4: 29,397 shares; 2026Q1: 35,934 shares 35,934 $3.97M 0.79% +6,537 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,835 shares; 2025Q3: 18,390 shares; 2025Q4: 66,538 shares; 2026Q1: 85,039 shares 85,039 $3.88M 0.77% +18,501 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: 12,333 shares; 2024Q4: 13,062 shares; 2025Q1: 13,337 shares; 2025Q2: 15,292 shares; 2025Q3: 18,067 shares; 2025Q4: 18,697 shares; 2026Q1: 21,731 shares 21,731 $3.79M 0.76% +3,034 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: 14,799 shares; 2024Q4: 14,315 shares; 2025Q1: 14,261 shares; 2025Q2: 17,038 shares; 2025Q3: 16,642 shares; 2025Q4: 15,570 shares; 2026Q1: 16,737 shares 16,737 $3.6M 0.72% +1,167 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,208 shares; 2026Q1: 59,316 shares 59,316 $3.28M 0.65% +8,108 Timeline GARP 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: 25,203 shares; 2026Q1: 51,119 shares 51,119 $3.27M 0.65% +25,916 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,340 shares; 2026Q1: 85,683 shares 85,683 $3.19M 0.64% +20,343 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,458 shares; 2024Q4: 15,808 shares; 2025Q1: 15,808 shares; 2025Q2: 15,728 shares; 2025Q3: 14,789 shares; 2025Q4: 33,876 shares; 2026Q1: 42,091 shares 42,091 $3.16M 0.63% +8,215 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,667 shares; 2024Q4: 27,459 shares; 2025Q1: 28,036 shares; 2025Q2: 29,536 shares; 2025Q3: 29,329 shares; 2025Q4: 62,019 shares; 2026Q1: 51,636 shares 51,636 $3.16M 0.63% -10,383 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: 19,838 shares; 2024Q4: 20,013 shares; 2025Q1: 26,450 shares; 2025Q2: 26,960 shares; 2025Q3: 24,175 shares; 2025Q4: 25,226 shares; 2026Q1: 24,854 shares 24,854 $3.09M 0.62% -372 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: 17,599 shares; 2024Q4: 17,798 shares; 2025Q1: 17,644 shares; 2025Q2: 18,063 shares; 2025Q3: 18,347 shares; 2025Q4: 17,395 shares; 2026Q1: 16,871 shares 16,871 $2.86M 0.57% -524 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: 55,480 shares; 2026Q1: 86,826 shares 86,826 $2.86M 0.57% +31,346 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: 3,299 shares; 2024Q4: 4,097 shares; 2025Q1: 4,977 shares; 2025Q2: 7,553 shares; 2025Q3: 8,927 shares; 2025Q4: 8,911 shares; 2026Q1: 8,408 shares 8,408 $2.7M 0.54% -503 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: 12,133 shares; 2024Q4: 11,999 shares; 2025Q1: 11,823 shares; 2025Q2: 11,900 shares; 2025Q3: 10,334 shares; 2025Q4: 10,689 shares; 2026Q1: 12,126 shares 12,126 $2.56M 0.51% +1,437 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: 5,881 shares; 2024Q4: 5,802 shares; 2025Q1: 5,981 shares; 2025Q2: 6,993 shares; 2025Q3: 7,301 shares; 2025Q4: 7,771 shares; 2026Q1: 8,188 shares 8,188 $2.53M 0.51% +417 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: 16,762 shares; 2024Q4: 16,868 shares; 2025Q1: 16,710 shares; 2025Q2: 17,953 shares; 2025Q3: 17,938 shares; 2025Q4: 17,639 shares; 2026Q1: 17,486 shares 17,486 $2.53M 0.5% -153 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: 5,341 shares; 2024Q4: 5,306 shares; 2025Q1: 5,245 shares; 2025Q2: 5,747 shares; 2025Q3: 5,780 shares; 2025Q4: 7,281 shares; 2026Q1: 7,498 shares 7,498 $2.39M 0.48% +217 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,231 shares; 2026Q1: 26,889 shares 26,889 $2.37M 0.47% +8,658 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: 18,801 shares; 2024Q4: 19,023 shares; 2025Q1: 18,542 shares; 2025Q2: 18,901 shares; 2025Q3: 19,313 shares; 2025Q4: 18,399 shares; 2026Q1: 20,455 shares 20,455 $2.31M 0.46% +2,056 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,486 shares; 2025Q1: 8,695 shares; 2025Q2: 9,694 shares; 2025Q3: 9,252 shares; 2025Q4: 24,737 shares; 2026Q1: 29,896 shares 29,896 $2.31M 0.46% +5,159 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,217 shares; 2024Q4: 23,038 shares; 2025Q1: 22,351 shares; 2025Q2: 21,563 shares; 2025Q3: 20,821 shares; 2025Q4: 24,914 shares; 2026Q1: 24,735 shares 24,735 $2.29M 0.46% -179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,164 shares; 2026Q1: 63,333 shares 63,333 $2.28M 0.45% +18,169 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,255 shares; 2026Q1: 26,807 shares 26,807 $2.27M 0.45% +7,552 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,628 shares 87,628 $2.26M 0.45% new 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: 4,523 shares; 2024Q4: 4,365 shares; 2025Q1: 4,364 shares; 2025Q2: 7,022 shares; 2025Q3: 6,665 shares; 2025Q4: 7,733 shares; 2026Q1: 7,611 shares 7,611 $2.24M 0.45% -122 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: 7,183 shares; 2024Q4: 6,872 shares; 2025Q1: 6,733 shares; 2025Q2: 6,964 shares; 2025Q3: 6,787 shares; 2025Q4: 8,722 shares; 2026Q1: 7,439 shares 7,439 $2.22M 0.44% -1,283 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,024 shares; 2026Q1: 39,237 shares 39,237 $2.22M 0.44% +16,213 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,270 shares; 2026Q1: 22,097 shares 22,097 $2.09M 0.42% +8,827 Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,219 shares; 2024Q4: 110,390 shares; 2025Q1: 129,735 shares; 2025Q2: 134,624 shares; 2025Q3: 150,332 shares; 2025Q4: 122,355 shares; 2026Q1: 103,751 shares 103,751 $2.07M 0.41% -18,604 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,598 shares; 2024Q4: 6,682 shares; 2025Q1: 6,683 shares; 2025Q2: 8,784 shares; 2025Q3: 8,541 shares; 2025Q4: 8,375 shares; 2026Q1: 8,374 shares 8,374 $2.04M 0.41% -1 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: 3,712 shares; 2024Q4: 4,122 shares; 2025Q1: 4,134 shares; 2025Q2: 5,729 shares; 2025Q3: 6,690 shares; 2025Q4: 6,797 shares; 2026Q1: 7,119 shares 7,119 $2.04M 0.41% +322 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: 8,781 shares; 2024Q4: 8,798 shares; 2025Q1: 10,007 shares; 2025Q2: 10,918 shares; 2025Q3: 11,744 shares; 2025Q4: 9,894 shares; 2026Q1: 9,862 shares 9,862 $2.04M 0.41% -32 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,853 shares; 2025Q2: 3,176 shares; 2025Q3: 3,970 shares; 2025Q4: 7,798 shares; 2026Q1: 10,331 shares 10,331 $1.98M 0.4% +2,533 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,963 shares; 2024Q4: 52,601 shares; 2025Q1: 54,325 shares; 2025Q2: 53,750 shares; 2025Q3: 53,090 shares; 2025Q4: 51,424 shares; 2026Q1: 50,520 shares 50,520 $1.97M 0.39% -904 Timeline ACYN 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: 96,229 shares 96,229 $1.96M 0.39% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,888 shares; 2026Q1: 38,624 shares 38,624 $1.96M 0.39% +18,736 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,695 shares; 2024Q4: 51,465 shares; 2025Q1: 48,965 shares; 2025Q2: 47,115 shares; 2025Q3: 45,865 shares; 2025Q4: 49,588 shares; 2026Q1: 49,610 shares 49,610 $1.92M 0.38% +22 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,518 shares; 2024Q4: 56,518 shares; 2025Q1: 57,056 shares; 2025Q2: 54,496 shares; 2025Q3: 50,618 shares; 2025Q4: 47,003 shares; 2026Q1: 44,893 shares 44,893 $1.87M 0.37% -2,110 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,959 shares; 2025Q2: 24,116 shares; 2025Q3: 24,791 shares; 2025Q4: 24,387 shares; 2026Q1: 25,779 shares 25,779 $1.76M 0.35% +1,392 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 17,450 shares; 2025Q1: 17,450 shares; 2025Q2: 17,450 shares; 2025Q3: 17,566 shares; 2025Q4: 16,624 shares; 2026Q1: 16,569 shares 16,569 $1.69M 0.34% -55 Timeline STXK 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: 69,884 shares; 2024Q4: 72,415 shares; 2025Q1: 83,322 shares; 2025Q2: 86,039 shares; 2025Q3: 77,890 shares; 2025Q4: 58,230 shares; 2026Q1: 50,305 shares 50,305 $1.68M 0.33% -7,925 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 9,794 shares; 2025Q1: 9,711 shares; 2025Q2: 10,888 shares; 2025Q3: 10,791 shares; 2025Q4: 10,740 shares; 2026Q1: 10,508 shares 10,508 $1.63M 0.33% -232 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: 1,738 shares; 2024Q4: 1,913 shares; 2025Q1: 2,226 shares; 2025Q2: 2,482 shares; 2025Q3: 3,591 shares; 2025Q4: 3,849 shares; 2026Q1: 4,315 shares 4,315 $1.6M 0.32% +466 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: 1,428 shares; 2024Q4: 6,245 shares; 2025Q1: 6,587 shares; 2025Q2: 7,323 shares; 2025Q3: 7,702 shares; 2025Q4: 9,970 shares; 2026Q1: 10,701 shares 10,701 $1.57M 0.31% +731 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: 3,414 shares; 2024Q4: 12,081 shares; 2025Q1: 12,945 shares; 2025Q2: 13,848 shares; 2025Q3: 14,164 shares; 2025Q4: 19,124 shares; 2026Q1: 19,131 shares 19,131 $1.57M 0.31% +7 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,951 shares; 2024Q4: 4,822 shares; 2025Q1: 4,859 shares; 2025Q2: 4,802 shares; 2025Q3: 4,627 shares; 2025Q4: 5,142 shares; 2026Q1: 5,122 shares 5,122 $1.55M 0.31% -20 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: 5,430 shares; 2024Q4: 4,747 shares; 2025Q1: 4,663 shares; 2025Q2: 5,189 shares; 2025Q3: 4,913 shares; 2025Q4: 5,625 shares; 2026Q1: 5,696 shares 5,696 $1.49M 0.3% +71 Timeline PSFO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,122 shares; 2026Q1: 46,726 shares 46,726 $1.48M 0.3% +604 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,998 shares; 2026Q1: 34,686 shares 34,686 $1.46M 0.29% +16,688 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,194 shares; 2024Q4: 18,194 shares; 2025Q1: 18,194 shares; 2025Q2: 38,126 shares; 2025Q3: 38,126 shares; 2025Q4: 36,166 shares; 2026Q1: 34,537 shares 34,537 $1.46M 0.29% -1,629 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: 1,152 shares; 2024Q4: 1,182 shares; 2025Q1: 1,220 shares; 2025Q2: 1,339 shares; 2025Q3: 1,785 shares; 2025Q4: 2,073 shares; 2026Q1: 2,533 shares 2,533 $1.45M 0.29% +460 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,581 shares; 2025Q2: 13,364 shares; 2025Q3: 12,745 shares; 2025Q4: 12,414 shares; 2026Q1: 12,338 shares 12,338 $1.42M 0.28% -76 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,448 shares 44,448 $1.4M 0.28% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,403 shares; 2024Q4: 18,382 shares; 2025Q1: 16,243 shares; 2025Q2: 21,176 shares; 2025Q3: 20,586 shares; 2025Q4: 19,693 shares; 2026Q1: 19,808 shares 19,808 $1.39M 0.28% +115 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,392 shares; 2026Q1: 19,522 shares 19,522 $1.38M 0.28% +6,130 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: 2,449 shares; 2024Q4: 2,745 shares; 2025Q1: 3,111 shares; 2025Q2: 3,116 shares; 2025Q3: 3,128 shares; 2025Q4: 2,989 shares; 2026Q1: 2,971 shares 2,971 $1.38M 0.27% -18 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: 5,060 shares; 2024Q4: 5,130 shares; 2025Q1: 5,129 shares; 2025Q2: 5,250 shares; 2025Q3: 5,124 shares; 2025Q4: 6,189 shares; 2026Q1: 6,249 shares 6,249 $1.36M 0.27% +60 Timeline AVUS 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: 6,943 shares; 2026Q1: 11,866 shares 11,866 $1.32M 0.26% +4,923 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: 6,966 shares; 2024Q4: 7,337 shares; 2025Q1: 7,329 shares; 2025Q2: 7,374 shares; 2025Q3: 7,030 shares; 2025Q4: 5,764 shares; 2026Q1: 5,112 shares 5,112 $1.32M 0.26% -652 Timeline PMMF 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: 3,868 shares; 2025Q4: 11,149 shares; 2026Q1: 13,042 shares 13,042 $1.31M 0.26% +1,893 Timeline PKW 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: 10,258 shares; 2025Q2: 10,589 shares; 2025Q3: 10,082 shares; 2025Q4: 9,782 shares; 2026Q1: 9,693 shares 9,693 $1.27M 0.25% -89 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,387 shares; 2024Q4: 14,820 shares; 2025Q1: 14,032 shares; 2025Q2: 13,352 shares; 2025Q3: 13,095 shares; 2025Q4: 12,947 shares; 2026Q1: 12,477 shares 12,477 $1.21M 0.24% -470 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: 19,883 shares; 2024Q4: 15,330 shares; 2025Q1: 16,001 shares; 2025Q2: 16,683 shares; 2025Q3: 14,754 shares; 2025Q4: 18,190 shares; 2026Q1: 18,774 shares 18,774 $1.2M 0.24% +584 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,759 shares; 2026Q1: 23,016 shares 23,016 $1.2M 0.24% +6,257 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: 2,995 shares; 2024Q4: 2,985 shares; 2025Q1: 3,025 shares; 2025Q2: 4,065 shares; 2025Q3: 4,055 shares; 2025Q4: 4,923 shares; 2026Q1: 4,869 shares 4,869 $1.19M 0.24% -54 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,364 shares; 2024Q4: 51,573 shares; 2025Q1: 51,244 shares; 2025Q2: 52,424 shares; 2025Q3: 49,790 shares; 2025Q4: 45,579 shares; 2026Q1: 42,115 shares 42,115 $1.18M 0.24% -3,464 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL 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: 119,533 shares; 2026Q1: 106,590 shares 106,590 $1.18M 0.24% -12,943 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,017 shares; 2026Q1: 11,764 shares 11,764 $1.15M 0.23% +4,747 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: 2,535 shares; 2024Q4: 2,609 shares; 2025Q1: 2,597 shares; 2025Q2: 3,323 shares; 2025Q3: 3,382 shares; 2025Q4: 3,380 shares; 2026Q1: 3,773 shares 3,773 $1.14M 0.23% +393 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 16,335 shares; 2025Q1: 16,931 shares; 2025Q2: 21,765 shares; 2025Q3: 21,376 shares; 2025Q4: 21,251 shares; 2026Q1: 32,256 shares 32,256 $1.09M 0.22% +11,005 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,733 shares 9,733 $1.07M 0.21% new 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: 2,449 shares; 2026Q1: 3,291 shares 3,291 $1.06M 0.21% +842 Timeline STXD 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: 31,572 shares; 2024Q4: 32,278 shares; 2025Q1: 34,373 shares; 2025Q2: 34,723 shares; 2025Q3: 39,289 shares; 2025Q4: 32,563 shares; 2026Q1: 29,736 shares 29,736 $1.06M 0.21% -2,827 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: 1,678 shares; 2024Q4: 1,728 shares; 2025Q1: 1,744 shares; 2025Q2: 2,500 shares; 2025Q3: 2,314 shares; 2025Q4: 2,421 shares; 2026Q1: 2,162 shares 2,162 $1.04M 0.21% -259 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,629 shares; 2026Q1: 15,124 shares 15,124 $1.03M 0.21% +5,495 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: 4,973 shares; 2024Q4: 5,159 shares; 2025Q1: 5,159 shares; 2025Q2: 5,362 shares; 2025Q3: 5,100 shares; 2025Q4: 5,042 shares; 2026Q1: 4,774 shares 4,774 $1.02M 0.2% -268 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 4,159 shares; 2025Q1: 3,817 shares; 2025Q2: 3,869 shares; 2025Q3: 3,906 shares; 2025Q4: 4,016 shares; 2026Q1: 4,233 shares 4,233 $1.01M 0.2% +217 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: 229 shares; 2024Q4: 259 shares; 2025Q1: 286 shares; 2025Q2: 1,152 shares; 2025Q3: 1,175 shares; 2025Q4: 936 shares; 2026Q1: 945 shares 945 $941K 0.19% +9 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 13,145 shares; 2025Q1: 11,977 shares; 2025Q2: 14,817 shares; 2025Q3: 14,081 shares; 2025Q4: 15,359 shares; 2026Q1: 17,108 shares 17,108 $925K 0.18% +1,749 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,131 shares; 2024Q4: 33,451 shares; 2025Q1: 33,451 shares; 2025Q2: 31,951 shares; 2025Q3: 31,951 shares; 2025Q4: 31,950 shares; 2026Q1: 29,450 shares 29,450 $920K 0.18% -2,500 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: 2,101 shares; 2024Q4: 10,604 shares; 2025Q1: 9,754 shares; 2025Q2: 10,754 shares; 2025Q3: 12,274 shares; 2025Q4: 27,274 shares; 2026Q1: 31,555 shares 31,555 $919K 0.18% +4,281 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,345 shares; 2026Q1: 8,354 shares 8,354 $917K 0.18% +9 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,264 shares; 2024Q4: 16,369 shares; 2025Q1: 16,234 shares; 2025Q2: 18,184 shares; 2025Q3: 20,614 shares; 2025Q4: 25,422 shares; 2026Q1: 23,972 shares 23,972 $914K 0.18% -1,450 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: 1,037 shares; 2024Q4: 1,107 shares; 2025Q1: 1,073 shares; 2025Q2: 1,582 shares; 2025Q3: 1,566 shares; 2025Q4: 1,256 shares; 2026Q1: 2,132 shares 2,132 $909K 0.18% +876 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,875 shares; 2025Q2: 6,734 shares; 2025Q3: 7,069 shares; 2025Q4: 9,682 shares; 2026Q1: 10,262 shares 10,262 $901K 0.18% +580 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: 4,297 shares; 2024Q4: 4,613 shares; 2025Q1: 4,575 shares; 2025Q2: 6,946 shares; 2025Q3: 6,122 shares; 2025Q4: 10,316 shares; 2026Q1: 9,885 shares 9,885 $895K 0.18% -431 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 14,809 shares; 2025Q1: 14,809 shares; 2025Q2: 18,217 shares; 2025Q3: 19,086 shares; 2025Q4: 27,266 shares; 2026Q1: 35,948 shares 35,948 $890K 0.18% +8,682 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,140 shares; 2026Q1: 24,071 shares 24,071 $872K 0.17% +9,931 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: 11,430 shares; 2024Q4: 10,755 shares; 2025Q1: 10,570 shares; 2025Q2: 11,461 shares; 2025Q3: 11,188 shares; 2025Q4: 12,823 shares; 2026Q1: 12,846 shares 12,846 $867K 0.17% +23 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,129 shares; 2024Q4: 13,231 shares; 2025Q1: 13,551 shares; 2025Q2: 13,027 shares; 2025Q3: 13,370 shares; 2025Q4: 14,749 shares; 2026Q1: 11,694 shares 11,694 $861K 0.17% -3,055 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,755 shares; 2025Q1: 2,705 shares; 2025Q2: 2,733 shares; 2025Q3: 2,781 shares; 2025Q4: 3,509 shares; 2026Q1: 3,467 shares 3,467 $841K 0.17% -42 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: 7,181 shares; 2026Q1: 15,524 shares 15,524 $835K 0.17% +8,343 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,069 shares; 2026Q1: 31,284 shares 31,284 $823K 0.16% +11,215 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 2,177 shares; 2025Q3: 2,658 shares; 2025Q4: 3,402 shares; 2026Q1: 3,388 shares 3,388 $821K 0.16% -14 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,854 shares; 2026Q1: 7,243 shares 7,243 $812K 0.16% +3,389 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,311 shares; 2026Q1: 21,319 shares 21,319 $810K 0.16% +14,008 Timeline VGIT 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: 13,219 shares; 2025Q1: 13,066 shares; 2025Q2: 13,299 shares; 2025Q3: 11,841 shares; 2025Q4: 15,791 shares; 2026Q1: 13,408 shares 13,408 $798K 0.16% -2,383 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 7,238 shares; 2025Q1: 7,513 shares; 2025Q2: 9,386 shares; 2025Q3: 9,449 shares; 2025Q4: 10,103 shares; 2026Q1: 9,936 shares 9,936 $791K 0.16% -167 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: 4,686 shares; 2024Q4: 4,721 shares; 2025Q1: 4,580 shares; 2025Q2: 5,445 shares; 2025Q3: 5,104 shares; 2025Q4: 4,680 shares; 2026Q1: 4,279 shares 4,279 $789K 0.16% -401 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,334 shares; 2024Q4: 25,834 shares; 2025Q1: 25,234 shares; 2025Q2: 25,234 shares; 2025Q3: 23,209 shares; 2025Q4: 18,795 shares; 2026Q1: 18,795 shares 18,795 $787K 0.16% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,276 shares; 2026Q1: 3,310 shares 3,310 $782K 0.16% +1,034 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,081 shares; 2026Q1: 7,962 shares 7,962 $756K 0.15% +1,881 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,349 shares; 2025Q1: 13,829 shares; 2025Q2: 13,125 shares; 2025Q3: 12,540 shares; 2025Q4: 11,072 shares; 2026Q1: 10,470 shares 10,470 $754K 0.15% -602 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: 5,705 shares; 2024Q4: 5,781 shares; 2025Q1: 4,974 shares; 2025Q2: 7,965 shares; 2025Q3: 8,001 shares; 2025Q4: 10,027 shares; 2026Q1: 9,838 shares 9,838 $748K 0.15% -189 Timeline VGLT 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: 13,393 shares; 2025Q1: 13,276 shares; 2025Q2: 13,695 shares; 2025Q3: 12,616 shares; 2025Q4: 16,737 shares; 2026Q1: 13,450 shares 13,450 $745K 0.15% -3,287 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 4,985 shares; 2025Q1: 4,986 shares; 2025Q2: 4,988 shares; 2025Q3: 6,134 shares; 2025Q4: 7,491 shares; 2026Q1: 7,601 shares 7,601 $734K 0.15% +110 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 9,557 shares; 2025Q1: 9,557 shares; 2025Q2: 10,120 shares; 2025Q3: 9,034 shares; 2025Q4: 8,253 shares; 2026Q1: 7,822 shares 7,822 $725K 0.14% -431 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: 2,101 shares; 2024Q4: 2,029 shares; 2025Q1: 1,829 shares; 2025Q2: 2,117 shares; 2025Q3: 2,144 shares; 2025Q4: 2,412 shares; 2026Q1: 2,330 shares 2,330 $724K 0.14% -82 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,736 shares; 2024Q4: 15,736 shares; 2025Q1: 14,301 shares; 2025Q2: 15,801 shares; 2025Q3: 19,651 shares; 2025Q4: 18,675 shares; 2026Q1: 18,675 shares 18,675 $723K 0.14% 0 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,040 shares 24,040 $714K 0.14% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 3,270 shares; 2025Q3: 3,327 shares; 2025Q4: 3,681 shares; 2026Q1: 3,688 shares 3,688 $711K 0.14% +7 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: 6,977 shares; 2024Q4: 6,963 shares; 2025Q1: 7,075 shares; 2025Q2: 9,795 shares; 2025Q3: 8,115 shares; 2025Q4: 9,157 shares; 2026Q1: 9,086 shares 9,086 $705K 0.14% -71 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,685 shares; 2025Q1: 16,665 shares; 2025Q2: 18,665 shares; 2025Q3: 18,665 shares; 2025Q4: 19,486 shares; 2026Q1: 19,023 shares 19,023 $704K 0.14% -463 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,778 shares; 2026Q1: 2,075 shares 2,075 $701K 0.14% +297 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,559 shares; 2024Q4: 24,754 shares; 2025Q1: 24,299 shares; 2025Q2: 25,154 shares; 2025Q3: 25,154 shares; 2025Q4: 19,014 shares; 2026Q1: 17,363 shares 17,363 $698K 0.14% -1,651 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,897 shares; 2026Q1: 13,484 shares 13,484 $692K 0.14% +6,587 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 4,073 shares; 2025Q1: 3,971 shares; 2025Q2: 5,200 shares; 2025Q3: 5,039 shares; 2025Q4: 5,018 shares; 2026Q1: 4,441 shares 4,441 $690K 0.14% -577 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,985 shares; 2024Q4: 12,765 shares; 2025Q1: 12,192 shares; 2025Q2: 12,107 shares; 2025Q3: 10,690 shares; 2025Q4: 9,502 shares; 2026Q1: 9,414 shares 9,414 $689K 0.14% -88 Timeline SHYG 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: 14,103 shares; 2025Q1: 14,459 shares; 2025Q2: 14,818 shares; 2025Q3: 13,568 shares; 2025Q4: 17,496 shares; 2026Q1: 16,095 shares 16,095 $681K 0.14% -1,401 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: 249 shares; 2024Q4: not reported; 2025Q1: 287 shares; 2025Q2: 514 shares; 2025Q3: 598 shares; 2025Q4: 678 shares; 2026Q1: 738 shares 738 $679K 0.14% +60 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 6,727 shares; 2025Q1: 6,633 shares; 2025Q2: 6,982 shares; 2025Q3: 7,085 shares; 2025Q4: 5,804 shares; 2026Q1: 5,616 shares 5,616 $676K 0.13% -188 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,169 shares; 2026Q1: 13,910 shares 13,910 $667K 0.13% +4,741 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: 3,579 shares; 2024Q4: 3,842 shares; 2025Q1: 3,870 shares; 2025Q2: 6,288 shares; 2025Q3: 6,182 shares; 2025Q4: 7,098 shares; 2026Q1: 6,837 shares 6,837 $665K 0.13% -261 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,181 shares; 2025Q1: 8,181 shares; 2025Q2: 8,181 shares; 2025Q3: 9,331 shares; 2025Q4: 24,044 shares; 2026Q1: 21,509 shares 21,509 $659K 0.13% -2,535 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 3,566 shares; 2025Q3: 4,265 shares; 2025Q4: 4,571 shares; 2026Q1: 4,957 shares 4,957 $649K 0.13% +386 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,381 shares; 2024Q4: 14,381 shares; 2025Q1: 14,095 shares; 2025Q2: 14,095 shares; 2025Q3: 16,879 shares; 2025Q4: 16,824 shares; 2026Q1: 15,673 shares 15,673 $639K 0.13% -1,151 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,144 shares; 2024Q4: 36,144 shares; 2025Q1: 34,290 shares; 2025Q2: 20,490 shares; 2025Q3: 18,460 shares; 2025Q4: 18,460 shares; 2026Q1: 18,910 shares 18,910 $633K 0.13% +450 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: 844 shares; 2026Q1: 890 shares 890 $631K 0.13% +46 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,224 shares; 2024Q4: 10,624 shares; 2025Q1: 10,751 shares; 2025Q2: 15,691 shares; 2025Q3: 15,452 shares; 2025Q4: 15,359 shares; 2026Q1: 16,378 shares 16,378 $629K 0.13% +1,019 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,715 shares; 2024Q4: 14,857 shares; 2025Q1: 16,485 shares; 2025Q2: 18,228 shares; 2025Q3: 17,492 shares; 2025Q4: 12,850 shares; 2026Q1: 12,529 shares 12,529 $629K 0.13% -321 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: 4,179 shares; 2024Q4: 5,004 shares; 2025Q1: 4,581 shares; 2025Q2: 4,229 shares; 2025Q3: 4,321 shares; 2025Q4: 11,546 shares; 2026Q1: 12,990 shares 12,990 $624K 0.12% +1,444 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: 4,338 shares; 2024Q4: 4,907 shares; 2025Q1: 4,935 shares; 2025Q2: 4,954 shares; 2025Q3: 4,744 shares; 2025Q4: 5,178 shares; 2026Q1: 4,962 shares 4,962 $617K 0.12% -216 Timeline XAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,495 shares; 2024Q4: 17,495 shares; 2025Q1: 17,495 shares; 2025Q2: 17,632 shares; 2025Q3: 17,124 shares; 2025Q4: 17,124 shares; 2026Q1: 16,682 shares 16,682 $615K 0.12% -442 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,441 shares 11,441 $604K 0.12% new 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: 734 shares; 2024Q4: 788 shares; 2025Q1: 822 shares; 2025Q2: 1,049 shares; 2025Q3: 1,172 shares; 2025Q4: 1,821 shares; 2026Q1: 1,801 shares 1,801 $592K 0.12% -20 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: 2,977 shares; 2024Q4: 2,962 shares; 2025Q1: 2,926 shares; 2025Q2: 2,872 shares; 2025Q3: 2,659 shares; 2025Q4: 5,036 shares; 2026Q1: 4,595 shares 4,595 $589K 0.12% -441 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: 5,123 shares; 2024Q4: 4,999 shares; 2025Q1: 5,206 shares; 2025Q2: 6,853 shares; 2025Q3: 5,782 shares; 2025Q4: 5,975 shares; 2026Q1: 6,990 shares 6,990 $578K 0.12% +1,015 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,393 shares 7,393 $578K 0.12% new Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,727 shares; 2025Q1: 11,777 shares; 2025Q2: 11,777 shares; 2025Q3: 11,777 shares; 2025Q4: 13,940 shares; 2026Q1: 13,138 shares 13,138 $571K 0.11% -802 Timeline FLRT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,306 shares 12,306 $570K 0.11% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 7,667 shares; 2025Q1: 6,674 shares; 2025Q2: 6,681 shares; 2025Q3: 6,245 shares; 2025Q4: 6,061 shares; 2026Q1: 6,063 shares 6,063 $564K 0.11% +2 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 20,198 shares; 2025Q1: 21,684 shares; 2025Q2: 21,714 shares; 2025Q3: 19,856 shares; 2025Q4: 16,498 shares; 2026Q1: 14,037 shares 14,037 $554K 0.11% -2,461 Timeline NEAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,888 shares 10,888 $553K 0.11% new Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,818 shares 15,818 $549K 0.11% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,084 shares; 2025Q3: 2,168 shares; 2025Q4: 2,136 shares; 2026Q1: 2,671 shares 2,671 $543K 0.11% +535 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: 5,866 shares; 2024Q4: 15,740 shares; 2025Q1: 15,927 shares; 2025Q2: 17,428 shares; 2025Q3: 13,345 shares; 2025Q4: 15,921 shares; 2026Q1: 17,647 shares 17,647 $541K 0.11% +1,726 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,854 shares; 2025Q2: 8,354 shares; 2025Q3: 8,354 shares; 2025Q4: 7,150 shares; 2026Q1: 12,880 shares 12,880 $529K 0.11% +5,730 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 8,723 shares; 2025Q1: 10,564 shares; 2025Q2: 10,752 shares; 2025Q3: 13,956 shares; 2025Q4: 13,956 shares; 2026Q1: 13,957 shares 13,957 $528K 0.11% +1 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,403 shares 6,403 $516K 0.1% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,229 shares; 2025Q1: 1,313 shares; 2025Q2: 1,329 shares; 2025Q3: 1,339 shares; 2025Q4: 1,164 shares; 2026Q1: 1,194 shares 1,194 $514K 0.1% +30 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: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,418 shares; 2025Q2: 1,483 shares; 2025Q3: 1,309 shares; 2025Q4: 3,820 shares; 2026Q1: 3,819 shares 3,819 $507K 0.1% -1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 704 shares; 2025Q2: 839 shares; 2025Q3: 825 shares; 2025Q4: 947 shares; 2026Q1: 899 shares 899 $507K 0.1% -48 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED 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: 12,035 shares 12,035 $500K 0.1% new Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 20,250 shares; 2025Q3: 20,045 shares; 2025Q4: 20,045 shares; 2026Q1: 20,045 shares 20,045 $498K 0.1% 0 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: not reported; 2025Q2: not reported; 2025Q3: 3,446 shares; 2025Q4: 3,245 shares; 2026Q1: 6,435 shares 6,435 $496K 0.1% +3,190 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,360 shares; 2025Q4: 2,456 shares; 2026Q1: 1,987 shares 1,987 $491K 0.1% -469 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: 2,773 shares; 2025Q3: 2,702 shares; 2025Q4: 4,032 shares; 2026Q1: 4,861 shares 4,861 $487K 0.1% +829 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,948 shares; 2025Q3: 9,820 shares; 2025Q4: 8,373 shares; 2026Q1: 7,730 shares 7,730 $484K 0.1% -643 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: 6,548 shares; 2025Q2: 7,931 shares; 2025Q3: 7,931 shares; 2025Q4: 8,753 shares; 2026Q1: 10,343 shares 10,343 $472K 0.09% +1,590 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,759 shares; 2025Q1: 5,781 shares; 2025Q2: 6,200 shares; 2025Q3: 6,243 shares; 2025Q4: 6,322 shares; 2026Q1: 6,337 shares 6,337 $472K 0.09% +15 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,074 shares; 2025Q4: 3,390 shares; 2026Q1: 4,249 shares 4,249 $471K 0.09% +859 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: 5,499 shares; 2025Q1: 5,190 shares; 2025Q2: 5,633 shares; 2025Q3: 4,932 shares; 2025Q4: 14,561 shares; 2026Q1: 10,162 shares 10,162 $469K 0.09% -4,399 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,429 shares; 2025Q1: 14,519 shares; 2025Q2: 14,519 shares; 2025Q3: 13,979 shares; 2025Q4: 10,663 shares; 2026Q1: 9,770 shares 9,770 $468K 0.09% -893 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 976 shares; 2025Q1: 1,426 shares; 2025Q2: 1,983 shares; 2025Q3: 2,067 shares; 2025Q4: 2,129 shares; 2026Q1: 1,967 shares 1,967 $465K 0.09% -162 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: 505 shares; 2025Q3: 518 shares; 2025Q4: 610 shares; 2026Q1: 662 shares 662 $462K 0.09% +52 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: 3,338 shares; 2025Q2: 3,400 shares; 2025Q3: 3,037 shares; 2025Q4: 4,373 shares; 2026Q1: 4,392 shares 4,392 $454K 0.09% +19 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,137 shares; 2025Q3: 20,261 shares; 2025Q4: 20,384 shares; 2026Q1: 20,520 shares 20,520 $453K 0.09% +136 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,894 shares; 2024Q4: 20,894 shares; 2025Q1: 16,699 shares; 2025Q2: 15,344 shares; 2025Q3: 13,432 shares; 2025Q4: 13,432 shares; 2026Q1: 13,415 shares 13,415 $451K 0.09% -17 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: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $450K 0.09% 0 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,796 shares; 2025Q4: 19,796 shares; 2026Q1: 19,416 shares 19,416 $450K 0.09% -380 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,636 shares; 2025Q1: 5,746 shares; 2025Q2: 5,746 shares; 2025Q3: 10,712 shares; 2025Q4: 10,169 shares; 2026Q1: 9,579 shares 9,579 $448K 0.09% -590 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 15,407 shares; 2025Q1: 15,407 shares; 2025Q2: 15,407 shares; 2025Q3: 17,278 shares; 2025Q4: 17,184 shares; 2026Q1: 17,044 shares 17,044 $445K 0.09% -140 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: 6,572 shares; 2024Q4: 5,125 shares; 2025Q1: 4,813 shares; 2025Q2: 6,482 shares; 2025Q3: 5,634 shares; 2025Q4: 6,293 shares; 2026Q1: 5,935 shares 5,935 $441K 0.09% -358 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,709 shares 19,709 $437K 0.09% new Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,076 shares 8,076 $436K 0.09% new 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: 1,930 shares; 2024Q4: 1,877 shares; 2025Q1: 1,947 shares; 2025Q2: 2,145 shares; 2025Q3: 2,056 shares; 2025Q4: 2,016 shares; 2026Q1: 1,754 shares 1,754 $435K 0.09% -262 Timeline IJJ 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: 4,907 shares; 2024Q4: 4,430 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 3,711 shares; 2025Q4: 3,254 shares; 2026Q1: 3,230 shares 3,230 $428K 0.09% -24 Timeline LGLV 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: 2,036 shares; 2026Q1: 2,361 shares 2,361 $420K 0.08% +325 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: 6,980 shares; 2024Q4: 8,983 shares; 2025Q1: 10,213 shares; 2025Q2: 10,460 shares; 2025Q3: 9,531 shares; 2025Q4: 17,884 shares; 2026Q1: 4,224 shares 4,224 $419K 0.08% -13,660 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: 1,853 shares; 2024Q4: 1,902 shares; 2025Q1: 1,939 shares; 2025Q2: 1,906 shares; 2025Q3: 2,106 shares; 2025Q4: 2,037 shares; 2026Q1: 2,762 shares 2,762 $406K 0.08% +725 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,771 shares; 2025Q1: 2,786 shares; 2025Q2: 2,783 shares; 2025Q3: 2,769 shares; 2025Q4: 3,290 shares; 2026Q1: 3,018 shares 3,018 $395K 0.08% -272 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 9,718 shares; 2025Q1: 9,425 shares; 2025Q2: 11,461 shares; 2025Q3: 12,121 shares; 2025Q4: 9,820 shares; 2026Q1: 9,820 shares 9,820 $387K 0.08% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,727 shares 7,727 $385K 0.08% new 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: 12,567 shares; 2026Q1: 8,163 shares 8,163 $384K 0.08% -4,404 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,200 shares; 2025Q1: 2,251 shares; 2025Q2: 2,328 shares; 2025Q3: 2,318 shares; 2025Q4: 2,755 shares; 2026Q1: 2,882 shares 2,882 $380K 0.08% +127 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,063 shares; 2025Q1: 7,773 shares; 2025Q2: 9,560 shares; 2025Q3: 9,241 shares; 2025Q4: 9,241 shares; 2026Q1: 9,241 shares 9,241 $379K 0.08% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,649 shares; 2025Q3: 10,635 shares; 2025Q4: 10,560 shares; 2026Q1: 10,560 shares 10,560 $376K 0.07% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 7,967 shares; 2025Q1: 7,967 shares; 2025Q2: 7,826 shares; 2025Q3: 7,826 shares; 2025Q4: 7,245 shares; 2026Q1: 7,245 shares 7,245 $368K 0.07% 0 Timeline DBEF 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: 4,497 shares; 2025Q4: 6,327 shares; 2026Q1: 7,315 shares 7,315 $361K 0.07% +988 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,378 shares; 2025Q1: 7,381 shares; 2025Q2: 7,385 shares; 2025Q3: 7,891 shares; 2025Q4: 7,892 shares; 2026Q1: 7,617 shares 7,617 $358K 0.07% -275 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: 957 shares; 2025Q1: 957 shares; 2025Q2: 1,128 shares; 2025Q3: 1,105 shares; 2025Q4: 1,144 shares; 2026Q1: 1,137 shares 1,137 $357K 0.07% -7 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares; 2026Q1: 5,063 shares 5,063 $355K 0.07% +463 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,507 shares; 2026Q1: 4,502 shares 4,502 $353K 0.07% -1,005 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: 1,061 shares; 2024Q4: 1,354 shares; 2025Q1: 1,390 shares; 2025Q2: 1,373 shares; 2025Q3: 1,335 shares; 2025Q4: 1,702 shares; 2026Q1: 1,623 shares 1,623 $353K 0.07% -79 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,784 shares 1,784 $352K 0.07% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,826 shares 3,826 $351K 0.07% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,743 shares; 2025Q1: 6,743 shares; 2025Q2: 7,262 shares; 2025Q3: 7,803 shares; 2025Q4: 6,192 shares; 2026Q1: 6,192 shares 6,192 $350K 0.07% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,603 shares; 2025Q3: 18,118 shares; 2025Q4: 18,014 shares; 2026Q1: 18,014 shares 18,014 $348K 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,831 shares; 2026Q1: 3,878 shares 3,878 $347K 0.07% +47 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: 3,576 shares; 2026Q1: 3,649 shares 3,649 $339K 0.07% +73 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,180 shares; 2026Q1: 14,570 shares 14,570 $337K 0.07% +390 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,729 shares; 2026Q1: 1,729 shares 1,729 $336K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 995 shares; 2025Q4: 1,147 shares; 2026Q1: 1,167 shares 1,167 $331K 0.07% +20 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: 1,000 shares; 2024Q4: 1,049 shares; 2025Q1: 1,000 shares; 2025Q2: 1,088 shares; 2025Q3: 1,079 shares; 2025Q4: 1,037 shares; 2026Q1: 922 shares 922 $329K 0.07% -115 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,339 shares; 2025Q3: 6,293 shares; 2025Q4: 5,910 shares; 2026Q1: 5,910 shares 5,910 $322K 0.06% 0 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,450 shares; 2025Q4: 13,325 shares; 2026Q1: 13,325 shares 13,325 $312K 0.06% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,717 shares; 2026Q1: 2,290 shares 2,290 $311K 0.06% +573 Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 10,503 shares; 2025Q1: 10,503 shares; 2025Q2: 12,903 shares; 2025Q3: 12,903 shares; 2025Q4: 12,732 shares; 2026Q1: 12,732 shares 12,732 $306K 0.06% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,489 shares; 2026Q1: 1,510 shares 1,510 $299K 0.06% +21 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,076 shares 7,076 $297K 0.06% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,393 shares; 2025Q4: 1,456 shares; 2026Q1: 2,012 shares 2,012 $294K 0.06% +556 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,614 shares 1,614 $293K 0.06% +470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,595 shares; 2026Q1: 6,154 shares 6,154 $293K 0.06% -441 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,699 shares; 2025Q4: 1,593 shares; 2026Q1: 1,596 shares 1,596 $291K 0.06% +3 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 275 shares; 2025Q4: 326 shares; 2026Q1: 302 shares 302 $291K 0.06% -24 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,381 shares; 2025Q2: 5,381 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares; 2026Q1: 6,850 shares 6,850 $287K 0.06% +1,959 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,199 shares; 2025Q3: 4,073 shares; 2025Q4: 4,184 shares; 2026Q1: 4,233 shares 4,233 $279K 0.06% +49 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 5,523 shares; 2025Q3: 4,975 shares; 2025Q4: 6,200 shares; 2026Q1: 6,152 shares 6,152 $279K 0.06% -48 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: 3,420 shares; 2026Q1: 3,389 shares 3,389 $278K 0.06% -31 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 6,339 shares; 2025Q1: 8,010 shares; 2025Q2: 8,010 shares; 2025Q3: 8,010 shares; 2025Q4: 8,010 shares; 2026Q1: 7,854 shares 7,854 $277K 0.06% -156 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 539 shares; 2025Q1: 524 shares; 2025Q2: 502 shares; 2025Q3: 461 shares; 2025Q4: 483 shares; 2026Q1: 457 shares 457 $276K 0.06% -26 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,739 shares; 2025Q2: 8,468 shares; 2025Q3: 9,269 shares; 2025Q4: 11,103 shares; 2026Q1: 9,496 shares 9,496 $275K 0.05% -1,607 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,982 shares; 2026Q1: 4,983 shares 4,983 $273K 0.05% +1 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,029 shares; 2026Q1: 7,227 shares 7,227 $271K 0.05% +1,198 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 894 shares; 2025Q1: 985 shares; 2025Q2: 1,731 shares; 2025Q3: 1,499 shares; 2025Q4: 1,520 shares; 2026Q1: 1,443 shares 1,443 $269K 0.05% -77 Timeline IJK 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: 4,843 shares; 2024Q4: 4,493 shares; 2025Q1: 4,323 shares; 2025Q2: 4,252 shares; 2025Q3: 3,888 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares 2,662 $268K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,009 shares 3,009 $266K 0.05% new Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,598 shares 8,598 $266K 0.05% new Timeline DLFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,993 shares 8,993 $265K 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,352 shares; 2025Q4: 1,436 shares; 2026Q1: 1,361 shares 1,361 $264K 0.05% -75 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,674 shares; 2026Q1: 1,822 shares 1,822 $258K 0.05% +148 Timeline EXI 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: 1,399 shares 1,399 $253K 0.05% new Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,855 shares; 2025Q2: 8,754 shares; 2025Q3: 8,829 shares; 2025Q4: not reported; 2026Q1: 5,559 shares 5,559 $253K 0.05% new Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,286 shares 7,286 $252K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,562 shares 3,562 $248K 0.05% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,675 shares; 2025Q3: 4,185 shares; 2025Q4: 5,003 shares; 2026Q1: 5,063 shares 5,063 $247K 0.05% +60 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares; 2026Q1: 773 shares 773 $246K 0.05% -73 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,648 shares 7,648 $246K 0.05% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 957 shares; 2026Q1: 916 shares 916 $244K 0.05% -41 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,845 shares; 2026Q1: 2,003 shares 2,003 $243K 0.05% +158 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,713 shares; 2025Q4: 6,014 shares; 2026Q1: 5,863 shares 5,863 $241K 0.05% -151 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: 2,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,342 shares; 2025Q3: 2,435 shares; 2025Q4: 2,325 shares; 2026Q1: 2,149 shares 2,149 $239K 0.05% -176 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,533 shares 2,533 $239K 0.05% new Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,048 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,193 shares; 2025Q4: 6,614 shares; 2026Q1: 5,447 shares 5,447 $237K 0.05% -1,167 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,298 shares; 2025Q4: 4,298 shares; 2026Q1: 4,298 shares 4,298 $235K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,345 shares; 2025Q4: 1,726 shares; 2026Q1: 1,820 shares 1,820 $234K 0.05% +94 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114 shares 1,114 $232K 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 974 shares; 2025Q4: 1,029 shares; 2026Q1: 1,015 shares 1,015 $230K 0.05% -14 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,422 shares 9,422 $229K 0.05% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 222 shares; 2025Q3: 233 shares; 2025Q4: 2,319 shares; 2026Q1: 2,350 shares 2,350 $226K 0.05% +31 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,223 shares; 2026Q1: 9,868 shares 9,868 $225K 0.04% +645 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: 5,434 shares; 2024Q4: 5,434 shares; 2025Q1: 5,968 shares; 2025Q2: 5,660 shares; 2025Q3: 4,464 shares; 2025Q4: 4,466 shares; 2026Q1: 4,467 shares 4,467 $223K 0.04% +1 Timeline AMID 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: 8,001 shares; 2026Q1: 6,932 shares 6,932 $223K 0.04% -1,069 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,501 shares; 2025Q4: 1,518 shares; 2026Q1: 1,530 shares 1,530 $222K 0.04% +12 Timeline PSP 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: 6,452 shares; 2025Q2: 7,003 shares; 2025Q3: 6,726 shares; 2025Q4: 6,418 shares; 2026Q1: 3,915 shares 3,915 $221K 0.04% -2,503 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,382 shares; 2025Q3: 5,382 shares; 2025Q4: 5,382 shares; 2026Q1: 5,382 shares 5,382 $218K 0.04% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,066 shares; 2025Q1: 8,066 shares; 2025Q2: 8,066 shares; 2025Q3: 7,246 shares; 2025Q4: 7,463 shares; 2026Q1: 6,487 shares 6,487 $218K 0.04% -976 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,483 shares; 2026Q1: 1,479 shares 1,479 $216K 0.04% -4 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,527 shares 3,527 $209K 0.04% new Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,919 shares 6,919 $207K 0.04% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: 365 shares; 2025Q4: 378 shares; 2026Q1: 410 shares 410 $205K 0.04% +32 Timeline SCHK 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: 6,542 shares; 2025Q4: 6,542 shares; 2026Q1: 6,542 shares 6,542 $205K 0.04% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: not reported; 2025Q1: 10,300 shares; 2025Q2: 12,121 shares; 2025Q3: 12,328 shares; 2025Q4: 14,082 shares; 2026Q1: 12,578 shares 12,578 $145K 0.03% -1,504 Timeline GOLD ROYALTY CORP GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $16.5K <0.01% new NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $15.4K <0.01% 0 Timeline XPL SOLITARIO RESOURCES CORP More: the full row for SOLITARIO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $8.2K <0.01% new Timeline ODVWZ OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT 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: 10,000 shares; 2026Q1: 14,700 shares 14,700 $3.68K <0.01% +4,700 Timeline