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: 10,984,276 shares; 2024Q4: 11,643,989 shares; 2025Q1: 11,740,187 shares; 2025Q2: 11,462,597 shares; 2025Q3: 11,756,315 shares; 2025Q4: 11,930,938 shares; 2026Q1: 12,151,204 shares 12,151,204 $779M 9.25% +220,266 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: 7,491,869 shares; 2024Q4: 7,666,293 shares; 2025Q1: 7,945,035 shares; 2025Q2: 8,271,615 shares; 2025Q3: 8,508,257 shares; 2025Q4: 8,740,145 shares; 2026Q1: 8,996,058 shares 8,996,058 $509M 6.05% +255,913 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: 4,638,687 shares; 2024Q4: 4,635,243 shares; 2025Q1: 4,744,344 shares; 2025Q2: 4,592,176 shares; 2025Q3: 4,645,016 shares; 2025Q4: 4,661,198 shares; 2026Q1: 4,884,338 shares 4,884,338 $478M 5.68% +223,140 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,858,939 shares; 2024Q4: 5,995,677 shares; 2025Q1: 6,369,152 shares; 2025Q2: 6,643,917 shares; 2025Q3: 6,837,085 shares; 2025Q4: 7,041,736 shares; 2026Q1: 7,215,287 shares 7,215,287 $427M 5.08% +173,551 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754,577 shares; 2024Q4: 5,804,617 shares; 2025Q1: 5,999,869 shares; 2025Q2: 6,137,765 shares; 2025Q3: 6,401,575 shares; 2025Q4: 6,716,272 shares; 2026Q1: 7,073,953 shares 7,073,953 $353M 4.2% +357,681 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: 553,478 shares; 2024Q4: 539,217 shares; 2025Q1: 563,876 shares; 2025Q2: 558,646 shares; 2025Q3: 566,109 shares; 2025Q4: 579,503 shares; 2026Q1: 501,676 shares 501,676 $300M 3.56% -77,827 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,372,308 shares; 2024Q4: 7,491,014 shares; 2025Q1: 7,737,248 shares; 2025Q2: 8,023,854 shares; 2025Q3: 8,397,084 shares; 2025Q4: 8,737,196 shares; 2026Q1: 9,127,167 shares 9,127,167 $274M 3.26% +389,971 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,219,058 shares; 2024Q4: 5,382,244 shares; 2025Q1: 5,847,674 shares; 2025Q2: 6,263,369 shares; 2025Q3: 5,315,886 shares; 2025Q4: 5,302,606 shares; 2026Q1: 5,412,325 shares 5,412,325 $262M 3.11% +109,719 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,055,445 shares; 2024Q4: 4,210,383 shares; 2025Q1: 4,314,262 shares; 2025Q2: 4,294,167 shares; 2025Q3: 4,343,901 shares; 2025Q4: 4,495,055 shares; 2026Q1: 4,599,777 shares 4,599,777 $249M 2.95% +104,722 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,417,183 shares; 2024Q4: 2,515,414 shares; 2025Q1: 2,657,632 shares; 2025Q2: 2,741,138 shares; 2025Q3: 2,818,606 shares; 2025Q4: 2,867,091 shares; 2026Q1: 2,939,835 shares 2,939,835 $232M 2.76% +72,744 Timeline GUNR 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: 3,164,982 shares; 2024Q4: 3,341,155 shares; 2025Q1: 3,456,199 shares; 2025Q2: 3,489,258 shares; 2025Q3: 3,536,526 shares; 2025Q4: 3,592,669 shares; 2026Q1: 3,424,908 shares 3,424,908 $189M 2.24% -167,761 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: 1,072,424 shares; 2024Q4: 2,513,545 shares; 2025Q1: 2,782,017 shares; 2025Q2: 2,888,571 shares; 2025Q3: 3,013,313 shares; 2025Q4: 3,106,042 shares; 2026Q1: 3,138,310 shares 3,138,310 $187M 2.22% +32,268 Timeline REET 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: 5,351,446 shares; 2024Q4: 5,645,446 shares; 2025Q1: 5,714,409 shares; 2025Q2: 5,816,994 shares; 2025Q3: 6,045,409 shares; 2025Q4: 6,283,171 shares; 2026Q1: 6,480,035 shares 6,480,035 $163M 1.94% +196,864 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,434,121 shares; 2024Q4: 2,556,174 shares; 2025Q1: 2,690,429 shares; 2025Q2: 2,779,455 shares; 2025Q3: 2,929,124 shares; 2025Q4: 2,953,621 shares; 2026Q1: 3,015,485 shares 3,015,485 $154M 1.84% +61,864 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585,848 shares; 2024Q4: 1,693,678 shares; 2025Q1: 1,738,666 shares; 2025Q2: 1,720,019 shares; 2025Q3: 1,756,280 shares; 2025Q4: 1,757,820 shares; 2026Q1: 1,795,235 shares 1,795,235 $141M 1.68% +37,415 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190,348 shares; 2024Q4: 1,261,731 shares; 2025Q1: 1,350,290 shares; 2025Q2: 1,408,807 shares; 2025Q3: 1,461,575 shares; 2025Q4: 1,534,909 shares; 2026Q1: 1,610,639 shares 1,610,639 $126M 1.5% +75,730 Timeline HYLB 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: 4,297,612 shares; 2024Q4: 4,370,301 shares; 2025Q1: 4,510,132 shares; 2025Q2: 4,658,164 shares; 2025Q3: 4,872,623 shares; 2025Q4: 3,291,939 shares; 2026Q1: 3,329,468 shares 3,329,468 $120M 1.43% +37,529 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,795,748 shares; 2024Q4: 3,895,071 shares; 2025Q1: 4,019,623 shares; 2025Q2: 4,105,985 shares; 2025Q3: 4,269,337 shares; 2025Q4: 4,419,178 shares; 2026Q1: 4,543,042 shares 4,543,042 $114M 1.36% +123,864 Timeline SMLF 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: 357,206 shares; 2024Q4: 334,293 shares; 2025Q1: 365,590 shares; 2025Q2: 371,206 shares; 2025Q3: 1,061,478 shares; 2025Q4: 1,211,401 shares; 2026Q1: 1,334,635 shares 1,334,635 $101M 1.2% +123,234 Timeline LQD 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: 705,483 shares; 2024Q4: 742,099 shares; 2025Q1: 787,400 shares; 2025Q2: 804,299 shares; 2025Q3: 836,215 shares; 2025Q4: 872,328 shares; 2026Q1: 891,382 shares 891,382 $97.2M 1.15% +19,054 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: 912,116 shares; 2024Q4: 2,947,348 shares; 2025Q1: 2,721,229 shares; 2025Q2: 2,727,891 shares; 2025Q3: 2,798,648 shares; 2025Q4: 2,627,467 shares; 2026Q1: 2,665,661 shares 2,665,661 $81.8M 0.97% +38,194 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337,866 shares; 2024Q4: 1,353,930 shares; 2025Q1: 1,394,052 shares; 2025Q2: 1,442,830 shares; 2025Q3: 1,507,168 shares; 2025Q4: 1,552,952 shares; 2026Q1: 1,591,330 shares 1,591,330 $74.7M 0.89% +38,378 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,365 shares; 2024Q4: 469,662 shares; 2025Q1: 531,905 shares; 2025Q2: 562,974 shares; 2025Q3: 597,914 shares; 2025Q4: 726,834 shares; 2026Q1: 2,079,344 shares 2,079,344 $74.6M 0.89% +1,352,510 Timeline VGSH 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: 2,540,475 shares; 2024Q4: 1,271,975 shares; 2025Q1: 1,263,428 shares; 2025Q2: 1,273,585 shares; 2025Q3: 1,311,756 shares; 2025Q4: 1,348,251 shares; 2026Q1: 1,260,898 shares 1,260,898 $73.8M 0.88% -87,353 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: 689,770 shares; 2024Q4: 770,242 shares; 2025Q1: 830,887 shares; 2025Q2: 877,731 shares; 2025Q3: 943,458 shares; 2025Q4: 1,061,204 shares; 2026Q1: 1,680,301 shares 1,680,301 $71.5M 0.85% +619,097 Timeline HYBB 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: 1,456,143 shares; 2026Q1: 1,531,588 shares 1,531,588 $71.2M 0.85% +75,445 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: 720,024 shares; 2024Q4: 695,288 shares; 2025Q1: 680,388 shares; 2025Q2: 632,317 shares; 2025Q3: 619,350 shares; 2025Q4: 598,466 shares; 2026Q1: 593,468 shares 593,468 $67.1M 0.8% -4,998 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588,895 shares; 2024Q4: 1,643,922 shares; 2025Q1: 1,671,636 shares; 2025Q2: 1,636,879 shares; 2025Q3: 1,661,130 shares; 2025Q4: 1,705,257 shares; 2026Q1: 1,640,866 shares 1,640,866 $65.8M 0.78% -64,391 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: 347,623 shares; 2024Q4: 401,552 shares; 2025Q1: 500,718 shares; 2025Q2: 513,604 shares; 2025Q3: 577,629 shares; 2025Q4: 873,172 shares; 2026Q1: 1,623,062 shares 1,623,062 $65.2M 0.78% +749,890 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: 949,195 shares; 2024Q4: 934,157 shares; 2025Q1: 930,610 shares; 2025Q2: 916,270 shares; 2025Q3: 920,049 shares; 2025Q4: 901,518 shares; 2026Q1: 900,671 shares 900,671 $60.8M 0.72% -847 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: 322,180 shares; 2024Q4: 312,314 shares; 2025Q1: 309,696 shares; 2025Q2: 299,730 shares; 2025Q3: 295,843 shares; 2025Q4: 285,652 shares; 2026Q1: 283,312 shares 283,312 $59.8M 0.71% -2,340 Timeline GTR 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: 2,447,190 shares; 2024Q4: 2,352,238 shares; 2025Q1: 2,131,551 shares; 2025Q2: 2,183,141 shares; 2025Q3: 2,222,057 shares; 2025Q4: 2,232,564 shares; 2026Q1: 2,360,343 shares 2,360,343 $59.2M 0.7% +127,779 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: 804,333 shares; 2024Q4: 814,995 shares; 2025Q1: 856,359 shares; 2025Q2: 876,546 shares; 2025Q3: 923,308 shares; 2025Q4: 1,127,960 shares; 2026Q1: 2,058,831 shares 2,058,831 $54.1M 0.64% +930,871 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: 197,176 shares; 2024Q4: 198,299 shares; 2025Q1: 195,482 shares; 2025Q2: 202,051 shares; 2025Q3: 202,452 shares; 2025Q4: 207,293 shares; 2026Q1: 206,590 shares 206,590 $52.4M 0.62% -703 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: 232,331 shares; 2024Q4: 275,180 shares; 2025Q1: 376,967 shares; 2025Q2: 402,564 shares; 2025Q3: 478,224 shares; 2025Q4: 664,992 shares; 2026Q1: 1,333,129 shares 1,333,129 $51.2M 0.61% +668,137 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549,541 shares; 2024Q4: 559,829 shares; 2025Q1: 639,472 shares; 2025Q2: 647,907 shares; 2025Q3: 639,957 shares; 2025Q4: 643,535 shares; 2026Q1: 640,486 shares 640,486 $48.1M 0.57% -3,049 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,804 shares; 2024Q4: 155,270 shares; 2025Q1: 304,082 shares; 2025Q2: 393,014 shares; 2025Q3: 533,240 shares; 2025Q4: 1,047,472 shares; 2026Q1: 2,084,059 shares 2,084,059 $46.6M 0.55% +1,036,587 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703,059 shares; 2024Q4: 769,105 shares; 2025Q1: 930,368 shares; 2025Q2: 927,786 shares; 2025Q3: 892,217 shares; 2025Q4: 902,017 shares; 2026Q1: 907,346 shares 907,346 $45.9M 0.55% +5,329 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: 115,489 shares; 2024Q4: 113,777 shares; 2025Q1: 115,946 shares; 2025Q2: 125,185 shares; 2025Q3: 125,242 shares; 2025Q4: 128,244 shares; 2026Q1: 132,966 shares 132,966 $42.7M 0.51% +4,722 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: 56,785 shares; 2024Q4: 58,079 shares; 2025Q1: 60,429 shares; 2025Q2: 59,939 shares; 2025Q3: 62,064 shares; 2025Q4: 64,521 shares; 2026Q1: 64,741 shares 64,741 $42.3M 0.5% +220 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,541 shares; 2024Q4: 352,795 shares; 2025Q1: 451,647 shares; 2025Q2: 514,219 shares; 2025Q3: 538,456 shares; 2025Q4: 646,690 shares; 2026Q1: 1,525,745 shares 1,525,745 $41.5M 0.49% +879,055 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: 175,362 shares; 2024Q4: 181,175 shares; 2025Q1: 182,532 shares; 2025Q2: 200,325 shares; 2025Q3: 205,606 shares; 2025Q4: 244,332 shares; 2026Q1: 263,015 shares 263,015 $39M 0.46% +18,683 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: 621,319 shares; 2024Q4: 619,763 shares; 2025Q1: 647,219 shares; 2025Q2: 657,216 shares; 2025Q3: 684,969 shares; 2025Q4: 708,032 shares; 2026Q1: 737,987 shares 737,987 $35.5M 0.42% +29,955 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: 364,078 shares; 2024Q4: 356,956 shares; 2025Q1: 352,692 shares; 2025Q2: 348,140 shares; 2025Q3: 308,523 shares; 2025Q4: 288,162 shares; 2026Q1: 277,426 shares 277,426 $34.5M 0.41% -10,736 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,841 shares; 2024Q4: 271,738 shares; 2025Q1: 265,482 shares; 2025Q2: 251,673 shares; 2025Q3: 247,503 shares; 2025Q4: 235,275 shares; 2026Q1: 232,526 shares 232,526 $33.1M 0.39% -2,749 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: 147,565 shares; 2024Q4: 148,356 shares; 2025Q1: 148,233 shares; 2025Q2: 152,102 shares; 2025Q3: 152,631 shares; 2025Q4: 153,038 shares; 2026Q1: 153,745 shares 153,745 $33.1M 0.39% +707 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754,847 shares; 2024Q4: 777,286 shares; 2025Q1: 791,489 shares; 2025Q2: 806,716 shares; 2025Q3: 819,865 shares; 2025Q4: 821,334 shares; 2026Q1: 319,388 shares 319,388 $31M 0.37% -501,946 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830,638 shares; 2024Q4: 855,501 shares; 2025Q1: 882,501 shares; 2025Q2: 906,757 shares; 2025Q3: 941,746 shares; 2025Q4: 977,389 shares; 2026Q1: 995,071 shares 995,071 $30.6M 0.36% +17,682 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: 21,519 shares; 2024Q4: 41,415 shares; 2025Q1: 55,624 shares; 2025Q2: 64,155 shares; 2025Q3: 80,919 shares; 2025Q4: 110,735 shares; 2026Q1: 586,763 shares 586,763 $30.5M 0.36% +476,028 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,524 shares; 2024Q4: 118,527 shares; 2025Q1: 127,125 shares; 2025Q2: 131,389 shares; 2025Q3: 134,429 shares; 2025Q4: 140,926 shares; 2026Q1: 147,152 shares 147,152 $30.3M 0.36% +6,226 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: 52,576 shares; 2024Q4: 53,476 shares; 2025Q1: 58,787 shares; 2025Q2: 58,643 shares; 2025Q3: 59,199 shares; 2025Q4: 59,541 shares; 2026Q1: 60,862 shares 60,862 $29.2M 0.35% +1,321 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: 99,077 shares; 2024Q4: 153,330 shares; 2025Q1: 199,172 shares; 2025Q2: 204,582 shares; 2025Q3: 204,385 shares; 2025Q4: 198,616 shares; 2026Q1: 187,859 shares 187,859 $29.1M 0.35% -10,757 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,425 shares; 2024Q4: 310,194 shares; 2025Q1: 507,548 shares; 2025Q2: 552,929 shares; 2025Q3: 624,784 shares; 2025Q4: 755,810 shares; 2026Q1: 841,093 shares 841,093 $28.1M 0.33% +85,283 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,224 shares; 2024Q4: 159,661 shares; 2025Q1: 158,940 shares; 2025Q2: 150,600 shares; 2025Q3: 152,046 shares; 2025Q4: 179,109 shares; 2026Q1: 181,493 shares 181,493 $27.5M 0.33% +2,384 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,108 shares; 2024Q4: 103,499 shares; 2025Q1: 101,901 shares; 2025Q2: 103,763 shares; 2025Q3: 104,307 shares; 2025Q4: 102,590 shares; 2026Q1: 105,934 shares 105,934 $26.4M 0.31% +3,344 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,850 shares; 2024Q4: 93,624 shares; 2025Q1: 111,455 shares; 2025Q2: 119,120 shares; 2025Q3: 153,944 shares; 2025Q4: 208,610 shares; 2026Q1: 245,990 shares 245,990 $24.8M 0.29% +37,380 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,335 shares; 2024Q4: 155,115 shares; 2025Q1: 159,055 shares; 2025Q2: 159,467 shares; 2025Q3: 163,793 shares; 2025Q4: 178,120 shares; 2026Q1: 286,180 shares 286,180 $22.7M 0.27% +108,060 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: 62,093 shares; 2024Q4: 62,338 shares; 2025Q1: 59,280 shares; 2025Q2: 61,368 shares; 2025Q3: 58,503 shares; 2025Q4: 57,960 shares; 2026Q1: 58,850 shares 58,850 $21.8M 0.26% +890 Timeline DWM 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: 182,325 shares; 2024Q4: 257,308 shares; 2025Q1: 301,644 shares; 2025Q2: 301,119 shares; 2025Q3: 304,969 shares; 2025Q4: 307,500 shares; 2026Q1: 309,543 shares 309,543 $21.6M 0.26% +2,043 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: 270,843 shares; 2024Q4: 286,091 shares; 2025Q1: 300,681 shares; 2025Q2: 318,347 shares; 2025Q3: 314,879 shares; 2025Q4: 312,065 shares; 2026Q1: 315,259 shares 315,259 $21.5M 0.26% +3,194 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: 416,043 shares; 2024Q4: 430,983 shares; 2025Q1: 425,804 shares; 2025Q2: 436,079 shares; 2025Q3: 442,581 shares; 2025Q4: 439,445 shares; 2026Q1: 435,784 shares 435,784 $19.9M 0.24% -3,661 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: 73,220 shares; 2024Q4: 68,545 shares; 2025Q1: 65,868 shares; 2025Q2: 68,266 shares; 2025Q3: 76,119 shares; 2025Q4: 80,874 shares; 2026Q1: 100,433 shares 100,433 $19.7M 0.23% +19,559 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: 165,799 shares; 2024Q4: 210,966 shares; 2025Q1: 261,573 shares; 2025Q2: 278,215 shares; 2025Q3: 369,244 shares; 2025Q4: 376,144 shares; 2026Q1: 405,292 shares 405,292 $18.5M 0.22% +29,148 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,839 shares; 2024Q4: 511,909 shares; 2025Q1: 568,534 shares; 2025Q2: 586,384 shares; 2025Q3: 592,500 shares; 2025Q4: 598,655 shares; 2026Q1: 619,499 shares 619,499 $17.8M 0.21% +20,844 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: 84,239 shares; 2024Q4: 93,788 shares; 2025Q1: 112,721 shares; 2025Q2: 122,710 shares; 2025Q3: 117,270 shares; 2025Q4: 118,514 shares; 2026Q1: 120,073 shares 120,073 $17.6M 0.21% +1,559 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: 131,320 shares; 2024Q4: 122,075 shares; 2025Q1: 108,354 shares; 2025Q2: 108,797 shares; 2025Q3: 77,608 shares; 2025Q4: 102,804 shares; 2026Q1: 98,815 shares 98,815 $17.2M 0.2% -3,989 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540,706 shares; 2024Q4: 522,126 shares; 2025Q1: 516,971 shares; 2025Q2: 511,500 shares; 2025Q3: 512,049 shares; 2025Q4: 514,023 shares; 2026Q1: 365,144 shares 365,144 $17.1M 0.2% -148,879 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: 219,949 shares; 2024Q4: 226,996 shares; 2025Q1: 219,526 shares; 2025Q2: 219,956 shares; 2025Q3: 216,971 shares; 2025Q4: 214,795 shares; 2026Q1: 181,946 shares 181,946 $16.9M 0.2% -32,849 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: 85,664 shares; 2024Q4: 131,210 shares; 2025Q1: 132,219 shares; 2025Q2: 127,107 shares; 2025Q3: 125,056 shares; 2025Q4: 153,614 shares; 2026Q1: 153,892 shares 153,892 $15.9M 0.19% +278 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,520 shares; 2024Q4: 194,410 shares; 2025Q1: 213,929 shares; 2025Q2: 219,340 shares; 2025Q3: 222,528 shares; 2025Q4: 162,166 shares; 2026Q1: 158,608 shares 158,608 $14.1M 0.17% -3,558 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: 159,597 shares; 2024Q4: 156,260 shares; 2025Q1: 163,553 shares; 2025Q2: 176,445 shares; 2025Q3: 176,900 shares; 2025Q4: 175,505 shares; 2026Q1: 175,780 shares 175,780 $13.5M 0.16% +275 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 19,144 shares; 2025Q3: 22,742 shares; 2025Q4: 105,474 shares; 2026Q1: 288,428 shares 288,428 $13.4M 0.16% +182,954 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: 207,833 shares; 2024Q4: 206,284 shares; 2025Q1: 216,408 shares; 2025Q2: 214,337 shares; 2025Q3: 229,072 shares; 2025Q4: 247,376 shares; 2026Q1: 127,735 shares 127,735 $12.7M 0.15% -119,641 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: 35,960 shares; 2025Q1: 57,762 shares; 2025Q2: 66,413 shares; 2025Q3: 85,515 shares; 2025Q4: 329,671 shares; 2026Q1: 488,831 shares 488,831 $12.6M 0.15% +159,160 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,807 shares; 2024Q4: 264,994 shares; 2025Q1: 303,136 shares; 2025Q2: 322,988 shares; 2025Q3: 328,919 shares; 2025Q4: 333,141 shares; 2026Q1: 348,798 shares 348,798 $12.5M 0.15% +15,657 Timeline DEM 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: 128,775 shares; 2024Q4: 185,420 shares; 2025Q1: 223,977 shares; 2025Q2: 232,722 shares; 2025Q3: 236,881 shares; 2025Q4: 241,217 shares; 2026Q1: 249,416 shares 249,416 $12.4M 0.15% +8,199 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: 76,004 shares; 2024Q4: 81,932 shares; 2025Q1: 89,810 shares; 2025Q2: 95,679 shares; 2025Q3: 97,071 shares; 2025Q4: 198,661 shares; 2026Q1: 196,914 shares 196,914 $12.1M 0.14% -1,747 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: 53,996 shares; 2024Q4: 65,009 shares; 2025Q1: 66,714 shares; 2025Q2: 70,553 shares; 2025Q3: 71,998 shares; 2025Q4: 69,785 shares; 2026Q1: 69,206 shares 69,206 $11.7M 0.14% -579 Timeline TDTT 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: 504,385 shares; 2024Q4: 506,350 shares; 2025Q1: 508,840 shares; 2025Q2: 512,356 shares; 2025Q3: 513,808 shares; 2025Q4: 480,687 shares; 2026Q1: 479,352 shares 479,352 $11.6M 0.14% -1,335 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: 17,247 shares; 2025Q1: 62,055 shares; 2025Q2: 102,329 shares; 2025Q3: 140,988 shares; 2025Q4: 211,123 shares; 2026Q1: 304,993 shares 304,993 $11.4M 0.14% +93,870 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: 61,675 shares; 2024Q4: 61,422 shares; 2025Q1: 59,288 shares; 2025Q2: 61,617 shares; 2025Q3: 51,457 shares; 2025Q4: 53,402 shares; 2026Q1: 54,808 shares 54,808 $11.4M 0.14% +1,406 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: 83,121 shares; 2024Q4: 92,268 shares; 2025Q1: 107,511 shares; 2025Q2: 113,299 shares; 2025Q3: 130,104 shares; 2025Q4: 139,129 shares; 2026Q1: 161,510 shares 161,510 $11.3M 0.13% +22,381 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: 42,218 shares; 2024Q4: 40,561 shares; 2025Q1: 40,190 shares; 2025Q2: 40,640 shares; 2025Q3: 40,850 shares; 2025Q4: 41,132 shares; 2026Q1: 36,638 shares 36,638 $10.8M 0.13% -4,494 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: 57,348 shares; 2024Q4: 61,805 shares; 2025Q1: 70,402 shares; 2025Q2: 71,313 shares; 2025Q3: 69,901 shares; 2025Q4: 70,968 shares; 2026Q1: 73,365 shares 73,365 $10.7M 0.13% +2,397 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: 33,158 shares; 2024Q4: 33,375 shares; 2025Q1: 33,209 shares; 2025Q2: 33,943 shares; 2025Q3: 34,387 shares; 2025Q4: 35,082 shares; 2026Q1: 36,046 shares 36,046 $10.4M 0.12% +964 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: 12,332 shares; 2024Q4: 13,051 shares; 2025Q1: 14,475 shares; 2025Q2: 15,124 shares; 2025Q3: 15,138 shares; 2025Q4: 14,897 shares; 2026Q1: 15,753 shares 15,753 $10.2M 0.12% +856 Timeline HDEF 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: 262,266 shares; 2024Q4: 264,973 shares; 2025Q1: 281,270 shares; 2025Q2: 287,898 shares; 2025Q3: 291,611 shares; 2025Q4: 309,433 shares; 2026Q1: 312,640 shares 312,640 $10.1M 0.12% +3,207 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: 60,670 shares; 2024Q4: 63,760 shares; 2025Q1: 62,843 shares; 2025Q2: 63,766 shares; 2025Q3: 77,164 shares; 2025Q4: 67,529 shares; 2026Q1: 66,858 shares 66,858 $9.66M 0.11% -671 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,746 shares; 2024Q4: 79,009 shares; 2025Q1: 78,390 shares; 2025Q2: 85,054 shares; 2025Q3: 87,767 shares; 2025Q4: 80,616 shares; 2026Q1: 89,483 shares 89,483 $9.5M 0.11% +8,867 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: 158,001 shares; 2024Q4: 168,999 shares; 2025Q1: 142,099 shares; 2025Q2: 154,270 shares; 2025Q3: 164,439 shares; 2025Q4: 172,880 shares; 2026Q1: 186,683 shares 186,683 $9.31M 0.11% +13,803 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: 18,906 shares; 2024Q4: 21,285 shares; 2025Q1: 23,272 shares; 2025Q2: 26,132 shares; 2025Q3: 31,315 shares; 2025Q4: 32,558 shares; 2026Q1: 52,272 shares 52,272 $9.31M 0.11% +19,714 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: 30,340 shares; 2024Q4: 30,697 shares; 2025Q1: 32,518 shares; 2025Q2: 32,645 shares; 2025Q3: 34,142 shares; 2025Q4: 35,073 shares; 2026Q1: 35,517 shares 35,517 $9.3M 0.11% +444 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,724 shares; 2024Q4: 128,955 shares; 2025Q1: 122,147 shares; 2025Q2: 208,156 shares; 2025Q3: 204,761 shares; 2025Q4: 358,456 shares; 2026Q1: 308,596 shares 308,596 $8.96M 0.11% -49,860 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: 8,087 shares; 2024Q4: 9,475 shares; 2025Q1: 8,147 shares; 2025Q2: 8,308 shares; 2025Q3: 6,933 shares; 2025Q4: 102,003 shares; 2026Q1: 105,627 shares 105,627 $8.66M 0.1% +3,624 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: 56,787 shares; 2024Q4: 63,325 shares; 2025Q1: 63,161 shares; 2025Q2: 63,245 shares; 2025Q3: 63,996 shares; 2025Q4: 64,340 shares; 2026Q1: 68,837 shares 68,837 $8.56M 0.1% +4,497 Timeline SCHR 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: 75,524 shares; 2024Q4: 317,591 shares; 2025Q1: 310,694 shares; 2025Q2: 337,542 shares; 2025Q3: 332,263 shares; 2025Q4: 406,557 shares; 2026Q1: 337,941 shares 337,941 $8.42M 0.1% -68,616 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,567 shares; 2025Q2: 62,417 shares; 2025Q3: 80,320 shares; 2025Q4: 233,971 shares; 2026Q1: 280,706 shares 280,706 $8.37M 0.1% +46,735 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,803 shares; 2024Q4: 31,241 shares; 2025Q1: 72,903 shares; 2025Q2: 79,190 shares; 2025Q3: 77,623 shares; 2025Q4: 79,228 shares; 2026Q1: 82,333 shares 82,333 $8.19M 0.1% +3,105 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,627 shares; 2024Q4: 23,319 shares; 2025Q1: 30,308 shares; 2025Q2: 52,721 shares; 2025Q3: 53,452 shares; 2025Q4: 62,741 shares; 2026Q1: 144,439 shares 144,439 $8.19M 0.1% +81,698 Timeline GNR 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: 75,532 shares; 2024Q4: 91,730 shares; 2025Q1: 88,632 shares; 2025Q2: 109,402 shares; 2025Q3: 108,845 shares; 2025Q4: 102,433 shares; 2026Q1: 101,963 shares 101,963 $7.61M 0.09% -470 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,976 shares; 2026Q1: 56,431 shares 56,431 $7.52M 0.09% +1,455 Timeline HOLA 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: 133,769 shares; 2025Q4: 133,179 shares; 2026Q1: 142,210 shares 142,210 $7.48M 0.09% +9,031 Timeline CGHM 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: 134,049 shares; 2025Q1: 156,136 shares; 2025Q2: 184,941 shares; 2025Q3: 216,520 shares; 2025Q4: 187,282 shares; 2026Q1: 295,103 shares 295,103 $7.47M 0.09% +107,821 Timeline SCHB 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: 99,974 shares; 2024Q4: 292,379 shares; 2025Q1: 288,760 shares; 2025Q2: 290,911 shares; 2025Q3: 289,055 shares; 2025Q4: 285,082 shares; 2026Q1: 288,243 shares 288,243 $7.23M 0.09% +3,161 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: 21,000 shares; 2024Q4: 21,107 shares; 2025Q1: 20,704 shares; 2025Q2: 21,046 shares; 2025Q3: 22,012 shares; 2025Q4: 22,923 shares; 2026Q1: 24,048 shares 24,048 $6.92M 0.08% +1,125 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: 46,687 shares; 2024Q4: 52,226 shares; 2025Q1: 59,117 shares; 2025Q2: 68,898 shares; 2025Q3: 72,916 shares; 2025Q4: 70,515 shares; 2026Q1: 67,597 shares 67,597 $6.91M 0.08% -2,918 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: 24,609 shares; 2024Q4: 39,413 shares; 2025Q1: 50,760 shares; 2025Q2: 61,461 shares; 2025Q3: 77,891 shares; 2025Q4: 99,464 shares; 2026Q1: 116,939 shares 116,939 $6.8M 0.08% +17,475 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: 10,873 shares; 2024Q4: 11,170 shares; 2025Q1: 10,935 shares; 2025Q2: 10,936 shares; 2025Q3: 12,016 shares; 2025Q4: 11,191 shares; 2026Q1: 11,537 shares 11,537 $6.66M 0.08% +346 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,877 shares; 2024Q4: 506,268 shares; 2025Q1: 494,835 shares; 2025Q2: 475,069 shares; 2025Q3: 474,151 shares; 2025Q4: 470,247 shares; 2026Q1: 218,130 shares 218,130 $6.58M 0.08% -252,117 Timeline EBND 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: 163,912 shares; 2024Q4: 278,377 shares; 2025Q1: 278,653 shares; 2025Q2: 290,665 shares; 2025Q3: 290,274 shares; 2025Q4: 288,423 shares; 2026Q1: 318,161 shares 318,161 $6.57M 0.08% +29,738 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,155 shares; 2024Q4: 19,417 shares; 2025Q1: 27,866 shares; 2025Q2: 30,878 shares; 2025Q3: 34,463 shares; 2025Q4: 39,853 shares; 2026Q1: 45,374 shares 45,374 $6.28M 0.07% +5,521 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: 14,787 shares; 2024Q4: 16,451 shares; 2025Q1: 17,329 shares; 2025Q2: 19,318 shares; 2025Q3: 16,286 shares; 2025Q4: 16,017 shares; 2026Q1: 16,755 shares 16,755 $6.23M 0.07% +738 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,544 shares; 2024Q4: 42,451 shares; 2025Q1: 52,840 shares; 2025Q2: 52,485 shares; 2025Q3: 53,704 shares; 2025Q4: 105,615 shares; 2026Q1: 134,937 shares 134,937 $6.19M 0.07% +29,322 Timeline SCHP 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: 119,359 shares; 2024Q4: 230,269 shares; 2025Q1: 222,716 shares; 2025Q2: 218,669 shares; 2025Q3: 222,074 shares; 2025Q4: 223,043 shares; 2026Q1: 230,333 shares 230,333 $6.13M 0.07% +7,290 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,610 shares; 2025Q3: 60,904 shares; 2025Q4: 141,726 shares; 2026Q1: 208,654 shares 208,654 $6.13M 0.07% +66,928 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: 12,714 shares; 2024Q4: 13,150 shares; 2025Q1: 13,258 shares; 2025Q2: 12,963 shares; 2025Q3: 13,246 shares; 2025Q4: 13,213 shares; 2026Q1: 14,310 shares 14,310 $6.1M 0.07% +1,097 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: 66,620 shares; 2024Q4: 72,135 shares; 2025Q1: 73,173 shares; 2025Q2: 72,413 shares; 2025Q3: 74,905 shares; 2025Q4: 79,213 shares; 2026Q1: 79,120 shares 79,120 $6.1M 0.07% -93 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: 10,051 shares; 2024Q4: 9,040 shares; 2025Q1: 10,353 shares; 2025Q2: 10,406 shares; 2025Q3: 12,330 shares; 2025Q4: 12,876 shares; 2026Q1: 13,829 shares 13,829 $6.04M 0.07% +953 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: 31,250 shares; 2024Q4: 31,500 shares; 2025Q1: 32,730 shares; 2025Q2: 33,225 shares; 2025Q3: 22,627 shares; 2025Q4: 22,508 shares; 2026Q1: 20,803 shares 20,803 $5.97M 0.07% -1,705 Timeline FV 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: 82,906 shares; 2024Q4: 88,037 shares; 2025Q1: 94,417 shares; 2025Q2: 95,203 shares; 2025Q3: 97,066 shares; 2025Q4: 100,631 shares; 2026Q1: 98,725 shares 98,725 $5.97M 0.07% -1,906 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,149 shares; 2024Q4: 11,250 shares; 2025Q1: 8,521 shares; 2025Q2: 10,099 shares; 2025Q3: 9,853 shares; 2025Q4: 9,649 shares; 2026Q1: 14,627 shares 14,627 $5.96M 0.07% +4,978 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: 25,040 shares; 2024Q4: 23,919 shares; 2025Q1: 23,561 shares; 2025Q2: 23,481 shares; 2025Q3: 23,947 shares; 2025Q4: 23,827 shares; 2026Q1: 23,705 shares 23,705 $5.79M 0.07% -122 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: 22,590 shares; 2024Q4: 23,492 shares; 2025Q1: 23,786 shares; 2025Q2: 24,067 shares; 2025Q3: 25,318 shares; 2025Q4: 26,099 shares; 2026Q1: 26,627 shares 26,627 $5.69M 0.07% +528 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: 154,484 shares; 2024Q4: 191,581 shares; 2025Q1: 191,100 shares; 2025Q2: 255,566 shares; 2025Q3: 409,977 shares; 2025Q4: 418,372 shares; 2026Q1: 227,231 shares 227,231 $5.62M 0.07% -191,141 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,619 shares; 2024Q4: 208,543 shares; 2025Q1: 204,301 shares; 2025Q2: 206,127 shares; 2025Q3: 217,543 shares; 2025Q4: 217,183 shares; 2026Q1: 216,516 shares 216,516 $5.55M 0.07% -667 Timeline CWI 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: 144,472 shares; 2024Q4: 143,080 shares; 2025Q1: 144,320 shares; 2025Q2: 143,239 shares; 2025Q3: 146,411 shares; 2025Q4: 144,798 shares; 2026Q1: 150,801 shares 150,801 $5.52M 0.07% +6,003 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,612 shares; 2025Q1: 38,052 shares; 2025Q2: 51,533 shares; 2025Q3: 72,017 shares; 2025Q4: 86,171 shares; 2026Q1: 107,771 shares 107,771 $5.43M 0.06% +21,600 Timeline FUTY 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: 86,237 shares; 2024Q4: 87,594 shares; 2025Q1: 90,896 shares; 2025Q2: 90,030 shares; 2025Q3: 91,976 shares; 2025Q4: 91,135 shares; 2026Q1: 91,376 shares 91,376 $5.4M 0.06% +241 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,072 shares; 2024Q4: 23,072 shares; 2025Q1: 47,526 shares; 2025Q2: 64,442 shares; 2025Q3: 92,126 shares; 2025Q4: 118,550 shares; 2026Q1: 155,985 shares 155,985 $5.37M 0.06% +37,435 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: 15,819 shares; 2024Q4: 16,438 shares; 2025Q1: 16,368 shares; 2025Q2: 16,808 shares; 2025Q3: 17,289 shares; 2025Q4: 17,246 shares; 2026Q1: 17,248 shares 17,248 $5.36M 0.06% +2 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: 21,080 shares; 2024Q4: 21,752 shares; 2025Q1: 24,015 shares; 2025Q2: 23,990 shares; 2025Q3: 24,037 shares; 2025Q4: 47,098 shares; 2026Q1: 40,056 shares 40,056 $5.32M 0.06% -7,042 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: 5,980 shares; 2024Q4: 5,892 shares; 2025Q1: 5,760 shares; 2025Q2: 5,424 shares; 2025Q3: 5,787 shares; 2025Q4: 5,595 shares; 2026Q1: 5,774 shares 5,774 $5.31M 0.06% +179 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,866 shares; 2024Q4: 98,866 shares; 2025Q1: 81,942 shares; 2025Q2: 93,663 shares; 2025Q3: 93,512 shares; 2025Q4: 65,662 shares; 2026Q1: 66,705 shares 66,705 $5.31M 0.06% +1,043 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 8,433 shares; 2025Q1: 8,687 shares; 2025Q2: 32,184 shares; 2025Q3: 31,906 shares; 2025Q4: 31,888 shares; 2026Q1: 45,224 shares 45,224 $5.17M 0.06% +13,336 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,526 shares; 2025Q4: 111,127 shares; 2026Q1: 152,375 shares 152,375 $5.15M 0.06% +41,248 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: 46,483 shares; 2024Q4: 46,909 shares; 2025Q1: 45,037 shares; 2025Q2: 44,450 shares; 2025Q3: 44,861 shares; 2025Q4: 45,738 shares; 2026Q1: 46,134 shares 46,134 $5.14M 0.06% +396 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: 50,491 shares; 2024Q4: 45,941 shares; 2025Q1: 46,105 shares; 2025Q2: 45,027 shares; 2025Q3: 48,010 shares; 2025Q4: 48,277 shares; 2026Q1: 56,246 shares 56,246 $5.09M 0.06% +7,969 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,534 shares; 2024Q4: 261,361 shares; 2025Q1: 262,329 shares; 2025Q2: 262,442 shares; 2025Q3: 272,049 shares; 2025Q4: 275,237 shares; 2026Q1: 285,818 shares 285,818 $5.07M 0.06% +10,581 Timeline XT 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: 59,018 shares; 2024Q4: 61,265 shares; 2025Q1: 67,342 shares; 2025Q2: 67,542 shares; 2025Q3: 67,761 shares; 2025Q4: 71,642 shares; 2026Q1: 74,418 shares 74,418 $5.07M 0.06% +2,776 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: 16,210 shares; 2024Q4: 20,967 shares; 2025Q1: 22,098 shares; 2025Q2: 22,773 shares; 2025Q3: 23,464 shares; 2025Q4: 24,823 shares; 2026Q1: 27,378 shares 27,378 $4.97M 0.06% +2,555 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,418 shares; 2024Q4: 37,540 shares; 2025Q1: 38,773 shares; 2025Q2: 39,565 shares; 2025Q3: 38,832 shares; 2025Q4: 42,724 shares; 2026Q1: 45,908 shares 45,908 $4.89M 0.06% +3,184 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,363 shares; 2025Q2: 8,763 shares; 2025Q3: 11,309 shares; 2025Q4: 12,139 shares; 2026Q1: 75,728 shares 75,728 $4.84M 0.06% +63,589 Timeline RWO 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: 91,085 shares; 2024Q4: 89,580 shares; 2025Q1: 89,112 shares; 2025Q2: 101,143 shares; 2025Q3: 100,366 shares; 2025Q4: 98,798 shares; 2026Q1: 105,655 shares 105,655 $4.84M 0.06% +6,857 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,671 shares; 2025Q2: 28,237 shares; 2025Q3: 75,798 shares; 2025Q4: 112,660 shares; 2026Q1: 155,239 shares 155,239 $4.73M 0.06% +42,579 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: 8,077 shares; 2024Q4: 8,235 shares; 2025Q1: 7,623 shares; 2025Q2: 7,928 shares; 2025Q3: 8,053 shares; 2025Q4: 7,940 shares; 2026Q1: 8,088 shares 8,088 $4.63M 0.05% +148 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,797 shares; 2024Q4: 59,476 shares; 2025Q1: 70,578 shares; 2025Q2: 70,659 shares; 2025Q3: 76,691 shares; 2025Q4: 56,287 shares; 2026Q1: 80,669 shares 80,669 $4.59M 0.05% +24,382 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,256 shares; 2024Q4: 119,162 shares; 2025Q1: 130,148 shares; 2025Q2: 133,495 shares; 2025Q3: 139,343 shares; 2025Q4: 147,811 shares; 2026Q1: 153,646 shares 153,646 $4.53M 0.05% +5,835 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,516 shares; 2024Q4: 131,496 shares; 2025Q1: 146,725 shares; 2025Q2: 133,169 shares; 2025Q3: 197,928 shares; 2025Q4: 188,773 shares; 2026Q1: 186,518 shares 186,518 $4.45M 0.05% -2,255 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,541 shares; 2024Q4: 24,223 shares; 2025Q1: 24,748 shares; 2025Q2: 24,499 shares; 2025Q3: 25,390 shares; 2025Q4: 25,298 shares; 2026Q1: 25,410 shares 25,410 $4.4M 0.05% +112 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,566 shares; 2024Q4: 51,742 shares; 2025Q1: 54,951 shares; 2025Q2: 64,176 shares; 2025Q3: 66,042 shares; 2025Q4: 87,890 shares; 2026Q1: 87,595 shares 87,595 $4.38M 0.05% -295 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,566 shares; 2024Q4: 41,614 shares; 2025Q1: 40,814 shares; 2025Q2: 29,227 shares; 2025Q3: 27,735 shares; 2025Q4: 27,713 shares; 2026Q1: 26,881 shares 26,881 $4.31M 0.05% -832 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: 31,952 shares; 2024Q4: 35,584 shares; 2025Q1: 37,870 shares; 2025Q2: 38,274 shares; 2025Q3: 47,069 shares; 2025Q4: 56,514 shares; 2026Q1: 55,836 shares 55,836 $4.31M 0.05% -678 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,662 shares; 2024Q4: 65,302 shares; 2025Q1: 76,847 shares; 2025Q2: 70,846 shares; 2025Q3: 76,261 shares; 2025Q4: 97,365 shares; 2026Q1: 99,060 shares 99,060 $4.27M 0.05% +1,695 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: 35,167 shares; 2024Q4: 39,460 shares; 2025Q1: 37,163 shares; 2025Q2: 37,030 shares; 2025Q3: 39,086 shares; 2025Q4: 41,155 shares; 2026Q1: 45,174 shares 45,174 $4.26M 0.05% +4,019 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: 27,138 shares; 2024Q4: 22,843 shares; 2025Q1: 18,790 shares; 2025Q2: 17,669 shares; 2025Q3: 18,064 shares; 2025Q4: 41,391 shares; 2026Q1: 60,614 shares 60,614 $4.23M 0.05% +19,223 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: 17,413 shares; 2024Q4: 18,995 shares; 2025Q1: 23,649 shares; 2025Q2: 29,509 shares; 2025Q3: 39,732 shares; 2025Q4: 40,552 shares; 2026Q1: 45,448 shares 45,448 $4.21M 0.05% +4,896 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,705 shares; 2024Q4: 40,853 shares; 2025Q1: 42,528 shares; 2025Q2: 44,146 shares; 2025Q3: 50,564 shares; 2025Q4: 63,316 shares; 2026Q1: 60,569 shares 60,569 $4.17M 0.05% -2,747 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 14,760 shares; 2025Q1: 16,174 shares; 2025Q2: 16,387 shares; 2025Q3: 19,027 shares; 2025Q4: 19,775 shares; 2026Q1: 21,428 shares 21,428 $4.11M 0.05% +1,653 Timeline FTCS 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: 168,656 shares; 2024Q4: 171,705 shares; 2025Q1: 102,659 shares; 2025Q2: 100,509 shares; 2025Q3: 98,222 shares; 2025Q4: 62,577 shares; 2026Q1: 43,266 shares 43,266 $4.01M 0.05% -19,311 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,025 shares; 2024Q4: 106,088 shares; 2025Q1: 99,978 shares; 2025Q2: 134,250 shares; 2025Q3: 132,704 shares; 2025Q4: 154,664 shares; 2026Q1: 174,263 shares 174,263 $3.9M 0.05% +19,599 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,816 shares; 2024Q4: 91,922 shares; 2025Q1: 90,045 shares; 2025Q2: 89,840 shares; 2025Q3: 89,796 shares; 2025Q4: 88,994 shares; 2026Q1: 82,610 shares 82,610 $3.89M 0.05% -6,384 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: 11,546 shares; 2024Q4: 12,048 shares; 2025Q1: 11,777 shares; 2025Q2: 11,869 shares; 2025Q3: 11,880 shares; 2025Q4: 11,837 shares; 2026Q1: 11,791 shares 11,791 $3.88M 0.05% -46 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,728 shares; 2024Q4: 76,897 shares; 2025Q1: 94,232 shares; 2025Q2: 112,534 shares; 2025Q3: 106,507 shares; 2025Q4: 139,906 shares; 2026Q1: 148,814 shares 148,814 $3.77M 0.04% +8,908 Timeline VUSB 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: 52,851 shares; 2024Q4: 49,149 shares; 2025Q1: 50,113 shares; 2025Q2: 51,449 shares; 2025Q3: 54,741 shares; 2025Q4: 57,702 shares; 2026Q1: 75,628 shares 75,628 $3.77M 0.04% +17,926 Timeline TMSL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,453 shares 102,453 $3.76M 0.04% new Timeline SCHA 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: 56,926 shares; 2024Q4: 121,338 shares; 2025Q1: 124,556 shares; 2025Q2: 124,597 shares; 2025Q3: 129,471 shares; 2025Q4: 125,411 shares; 2026Q1: 128,712 shares 128,712 $3.74M 0.04% +3,301 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,219 shares; 2024Q4: 18,606 shares; 2025Q1: 13,559 shares; 2025Q2: 21,802 shares; 2025Q3: 21,640 shares; 2025Q4: 18,599 shares; 2026Q1: 18,319 shares 18,319 $3.73M 0.04% -280 Timeline FHLC 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: 47,402 shares; 2024Q4: 48,968 shares; 2025Q1: 48,429 shares; 2025Q2: 49,361 shares; 2025Q3: 51,358 shares; 2025Q4: 51,022 shares; 2026Q1: 52,819 shares 52,819 $3.72M 0.04% +1,797 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,966 shares; 2025Q1: 8,565 shares; 2025Q2: 14,066 shares; 2025Q3: 15,764 shares; 2025Q4: 16,436 shares; 2026Q1: 16,780 shares 16,780 $3.67M 0.04% +344 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,874 shares; 2025Q2: 18,388 shares; 2025Q3: 26,698 shares; 2025Q4: 54,557 shares; 2026Q1: 78,329 shares 78,329 $3.62M 0.04% +23,772 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: 67,231 shares 67,231 $3.55M 0.04% new 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: 16,984 shares; 2024Q4: 16,409 shares; 2025Q1: 15,096 shares; 2025Q2: 15,759 shares; 2025Q3: 17,289 shares; 2025Q4: 17,337 shares; 2026Q1: 17,097 shares 17,097 $3.54M 0.04% -240 Timeline SCHM 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: 70,610 shares; 2024Q4: 211,395 shares; 2025Q1: 109,539 shares; 2025Q2: 108,431 shares; 2025Q3: 111,816 shares; 2025Q4: 110,691 shares; 2026Q1: 114,248 shares 114,248 $3.54M 0.04% +3,557 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: 37,237 shares; 2024Q4: 36,507 shares; 2025Q1: 36,287 shares; 2025Q2: 36,103 shares; 2025Q3: 36,117 shares; 2025Q4: 36,293 shares; 2026Q1: 37,328 shares 37,328 $3.47M 0.04% +1,035 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,015 shares; 2025Q3: 45,919 shares; 2025Q4: 46,851 shares; 2026Q1: 69,201 shares 69,201 $3.43M 0.04% +22,350 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: 24,571 shares; 2024Q4: 27,331 shares; 2025Q1: 26,975 shares; 2025Q2: 26,670 shares; 2025Q3: 27,672 shares; 2025Q4: 27,219 shares; 2026Q1: 28,341 shares 28,341 $3.41M 0.04% +1,122 Timeline IBDU 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: 52,022 shares; 2024Q4: 66,153 shares; 2025Q1: 81,606 shares; 2025Q2: 97,179 shares; 2025Q3: 91,533 shares; 2025Q4: 132,133 shares; 2026Q1: 146,110 shares 146,110 $3.4M 0.04% +13,977 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,823 shares; 2025Q2: 34,153 shares; 2025Q3: 46,514 shares; 2025Q4: 105,336 shares; 2026Q1: 121,403 shares 121,403 $3.38M 0.04% +16,067 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,765 shares; 2024Q4: 14,712 shares; 2025Q1: 14,978 shares; 2025Q2: 37,068 shares; 2025Q3: 32,147 shares; 2025Q4: 29,792 shares; 2026Q1: 29,359 shares 29,359 $3.37M 0.04% -433 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,516 shares; 2024Q4: 16,203 shares; 2025Q1: 16,204 shares; 2025Q2: 28,156 shares; 2025Q3: 28,488 shares; 2025Q4: 28,467 shares; 2026Q1: 29,977 shares 29,977 $3.37M 0.04% +1,510 Timeline ISTB 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: 46,933 shares; 2024Q4: 46,754 shares; 2025Q1: 47,352 shares; 2025Q2: 46,901 shares; 2025Q3: 46,851 shares; 2025Q4: 61,274 shares; 2026Q1: 68,831 shares 68,831 $3.34M 0.04% +7,557 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: 42,090 shares; 2024Q4: 40,225 shares; 2025Q1: 41,212 shares; 2025Q2: 41,920 shares; 2025Q3: 41,965 shares; 2025Q4: 42,354 shares; 2026Q1: 42,746 shares 42,746 $3.32M 0.04% +392 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 13,504 shares; 2025Q1: 13,502 shares; 2025Q2: 13,524 shares; 2025Q3: 13,498 shares; 2025Q4: 13,754 shares; 2026Q1: 13,742 shares 13,742 $3.3M 0.04% -12 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: 14,072 shares; 2024Q4: 14,072 shares; 2025Q1: 12,320 shares; 2025Q2: 13,023 shares; 2025Q3: 14,471 shares; 2025Q4: 14,471 shares; 2026Q1: 13,851 shares 13,851 $3.27M 0.04% -620 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: 3,272 shares; 2024Q4: 3,327 shares; 2025Q1: 3,413 shares; 2025Q2: 3,443 shares; 2025Q3: 4,188 shares; 2025Q4: 4,275 shares; 2026Q1: 4,606 shares 4,606 $3.26M 0.04% +331 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,318 shares; 2024Q4: 29,135 shares; 2025Q1: 32,323 shares; 2025Q2: 26,975 shares; 2025Q3: 57,237 shares; 2025Q4: 57,258 shares; 2026Q1: 63,874 shares 63,874 $3.23M 0.04% +6,616 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,498 shares; 2024Q4: 8,928 shares; 2025Q1: 8,762 shares; 2025Q2: 8,716 shares; 2025Q3: 8,582 shares; 2025Q4: 8,593 shares; 2026Q1: 8,726 shares 8,726 $3.07M 0.04% +133 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: 6,799 shares; 2024Q4: 6,106 shares; 2025Q1: 5,612 shares; 2025Q2: 12,929 shares; 2025Q3: 5,753 shares; 2025Q4: 5,800 shares; 2026Q1: 7,086 shares 7,086 $3.05M 0.04% +1,286 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,419 shares; 2024Q4: 31,636 shares; 2025Q1: 32,465 shares; 2025Q2: 32,112 shares; 2025Q3: 32,564 shares; 2025Q4: 33,566 shares; 2026Q1: 34,645 shares 34,645 $3M 0.04% +1,079 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: 9,329 shares; 2024Q4: 9,454 shares; 2025Q1: 9,016 shares; 2025Q2: 9,372 shares; 2025Q3: 10,417 shares; 2025Q4: 10,334 shares; 2026Q1: 10,396 shares 10,396 $2.95M 0.04% +62 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,199 shares; 2024Q4: 47,013 shares; 2025Q1: 51,471 shares; 2025Q2: 51,959 shares; 2025Q3: 52,195 shares; 2025Q4: 51,733 shares; 2026Q1: 51,865 shares 51,865 $2.95M 0.03% +132 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 7,874 shares; 2025Q1: 7,851 shares; 2025Q2: 7,852 shares; 2025Q3: 7,799 shares; 2025Q4: 7,980 shares; 2026Q1: 7,959 shares 7,959 $2.92M 0.03% -21 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: 27,542 shares; 2024Q4: 26,790 shares; 2025Q1: 26,305 shares; 2025Q2: 26,878 shares; 2025Q3: 27,066 shares; 2025Q4: 27,306 shares; 2026Q1: 29,732 shares 29,732 $2.89M 0.03% +2,426 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,611 shares; 2024Q4: 116,972 shares; 2025Q1: 127,839 shares; 2025Q2: 138,197 shares; 2025Q3: 124,706 shares; 2025Q4: 126,958 shares; 2026Q1: 125,764 shares 125,764 $2.88M 0.03% -1,194 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,657 shares; 2024Q4: 54,498 shares; 2025Q1: 54,498 shares; 2025Q2: 54,498 shares; 2025Q3: 56,232 shares; 2025Q4: 55,922 shares; 2026Q1: 64,525 shares 64,525 $2.88M 0.03% +8,603 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: 39,326 shares; 2024Q4: 41,254 shares; 2025Q1: 39,012 shares; 2025Q2: 38,627 shares; 2025Q3: 39,048 shares; 2025Q4: 39,145 shares; 2026Q1: 37,828 shares 37,828 $2.88M 0.03% -1,317 Timeline IBTH 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: 55,264 shares; 2024Q4: 70,779 shares; 2025Q1: 84,271 shares; 2025Q2: 94,912 shares; 2025Q3: 81,874 shares; 2025Q4: 123,848 shares; 2026Q1: 127,011 shares 127,011 $2.85M 0.03% +3,163 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,661 shares; 2024Q4: 26,585 shares; 2025Q1: 26,247 shares; 2025Q2: 26,914 shares; 2025Q3: 26,868 shares; 2025Q4: 27,086 shares; 2026Q1: 30,014 shares 30,014 $2.8M 0.03% +2,928 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: 10,759 shares; 2024Q4: 10,955 shares; 2025Q1: 10,901 shares; 2025Q2: 10,845 shares; 2025Q3: 11,673 shares; 2025Q4: 11,634 shares; 2026Q1: 11,447 shares 11,447 $2.78M 0.03% -187 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: 17,876 shares; 2024Q4: 17,818 shares; 2025Q1: 18,526 shares; 2025Q2: 17,685 shares; 2025Q3: 17,599 shares; 2025Q4: 17,479 shares; 2026Q1: 17,417 shares 17,417 $2.7M 0.03% -62 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: 11,553 shares; 2024Q4: 11,299 shares; 2025Q1: 11,510 shares; 2025Q2: 11,535 shares; 2025Q3: 11,264 shares; 2025Q4: 11,191 shares; 2026Q1: 11,446 shares 11,446 $2.7M 0.03% +255 Timeline IBDV 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: 49,853 shares; 2025Q1: 66,102 shares; 2025Q2: 83,535 shares; 2025Q3: 76,521 shares; 2025Q4: 105,063 shares; 2026Q1: 122,361 shares 122,361 $2.68M 0.03% +17,298 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,817 shares; 2024Q4: 31,950 shares; 2025Q1: 40,003 shares; 2025Q2: 40,221 shares; 2025Q3: 42,178 shares; 2025Q4: 49,052 shares; 2026Q1: 59,664 shares 59,664 $2.67M 0.03% +10,612 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: 26,481 shares; 2024Q4: 28,495 shares; 2025Q1: 29,845 shares; 2025Q2: 28,942 shares; 2025Q3: 30,417 shares; 2025Q4: 36,274 shares; 2026Q1: 42,339 shares 42,339 $2.65M 0.03% +6,065 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: 6,918 shares; 2024Q4: 7,136 shares; 2025Q1: 7,154 shares; 2025Q2: 7,414 shares; 2025Q3: 7,592 shares; 2025Q4: 7,693 shares; 2026Q1: 8,498 shares 8,498 $2.63M 0.03% +805 Timeline CGMU 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: 39,526 shares; 2025Q1: 45,844 shares; 2025Q2: 50,217 shares; 2025Q3: 59,694 shares; 2025Q4: 71,326 shares; 2026Q1: 96,341 shares 96,341 $2.62M 0.03% +25,015 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 9,240 shares; 2025Q1: 9,636 shares; 2025Q2: 10,011 shares; 2025Q3: 9,876 shares; 2025Q4: 9,892 shares; 2026Q1: 9,572 shares 9,572 $2.61M 0.03% -320 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,570 shares; 2024Q4: 17,871 shares; 2025Q1: 13,766 shares; 2025Q2: 13,714 shares; 2025Q3: 13,588 shares; 2025Q4: 13,191 shares; 2026Q1: 13,105 shares 13,105 $2.6M 0.03% -86 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: 2,599 shares; 2024Q4: 2,567 shares; 2025Q1: 2,558 shares; 2025Q2: 2,618 shares; 2025Q3: 2,518 shares; 2025Q4: 2,492 shares; 2026Q1: 2,593 shares 2,593 $2.58M 0.03% +101 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,839 shares 54,839 $2.58M 0.03% new 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: 27,274 shares; 2024Q4: 32,715 shares; 2025Q1: 35,012 shares; 2025Q2: 37,155 shares; 2025Q3: 35,450 shares; 2025Q4: 35,402 shares; 2026Q1: 34,963 shares 34,963 $2.57M 0.03% -439 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,425 shares; 2024Q4: 25,285 shares; 2025Q1: 18,750 shares; 2025Q2: 18,187 shares; 2025Q3: 35,788 shares; 2025Q4: 39,510 shares; 2026Q1: 46,259 shares 46,259 $2.57M 0.03% +6,749 Timeline SCHZ 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: 59,650 shares; 2024Q4: 141,083 shares; 2025Q1: 117,077 shares; 2025Q2: 112,195 shares; 2025Q3: 111,418 shares; 2025Q4: 121,768 shares; 2026Q1: 110,196 shares 110,196 $2.56M 0.03% -11,572 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: 11,287 shares; 2024Q4: 10,290 shares; 2025Q1: 9,454 shares; 2025Q2: 8,821 shares; 2025Q3: 16,388 shares; 2025Q4: 20,024 shares; 2026Q1: 18,821 shares 18,821 $2.55M 0.03% -1,203 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,424 shares; 2025Q1: 2,265 shares; 2025Q2: 2,447 shares; 2025Q3: 2,654 shares; 2025Q4: 2,819 shares; 2026Q1: 2,913 shares 2,913 $2.54M 0.03% +94 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 8,498 shares; 2025Q1: 10,441 shares; 2025Q2: 9,482 shares; 2025Q3: 10,008 shares; 2025Q4: 9,860 shares; 2026Q1: 10,114 shares 10,114 $2.53M 0.03% +254 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: 31,138 shares; 2024Q4: 82,100 shares; 2025Q1: 75,645 shares; 2025Q2: 64,974 shares; 2025Q3: 64,170 shares; 2025Q4: 82,981 shares; 2026Q1: 104,040 shares 104,040 $2.53M 0.03% +21,059 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,182 shares; 2024Q4: 12,286 shares; 2025Q1: 12,253 shares; 2025Q2: 12,256 shares; 2025Q3: 12,103 shares; 2025Q4: 12,204 shares; 2026Q1: 12,142 shares 12,142 $2.47M 0.03% -62 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,193 shares; 2024Q4: 9,240 shares; 2025Q1: 9,239 shares; 2025Q2: 9,204 shares; 2025Q3: 9,532 shares; 2025Q4: 9,517 shares; 2026Q1: 9,453 shares 9,453 $2.46M 0.03% -64 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: 12,002 shares; 2024Q4: 11,050 shares; 2025Q1: 10,842 shares; 2025Q2: 10,880 shares; 2025Q3: 11,607 shares; 2025Q4: 11,793 shares; 2026Q1: 12,706 shares 12,706 $2.45M 0.03% +913 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,377 shares; 2025Q1: 28,041 shares; 2025Q2: 68,351 shares; 2025Q3: 75,482 shares; 2025Q4: 79,048 shares; 2026Q1: 83,971 shares 83,971 $2.44M 0.03% +4,923 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,229 shares; 2025Q1: 7,154 shares; 2025Q2: 7,033 shares; 2025Q3: 6,975 shares; 2025Q4: 6,978 shares; 2026Q1: 7,010 shares 7,010 $2.41M 0.03% +32 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: 7,483 shares; 2024Q4: 8,527 shares; 2025Q1: 9,763 shares; 2025Q2: 11,193 shares; 2025Q3: 11,362 shares; 2025Q4: 11,267 shares; 2026Q1: 11,030 shares 11,030 $2.4M 0.03% -237 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,760 shares; 2024Q4: 5,840 shares; 2025Q1: 5,819 shares; 2025Q2: 5,967 shares; 2025Q3: 6,311 shares; 2025Q4: 6,154 shares; 2026Q1: 6,700 shares 6,700 $2.4M 0.03% +546 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: 7,562 shares; 2024Q4: 7,554 shares; 2025Q1: 7,472 shares; 2025Q2: 7,460 shares; 2025Q3: 7,388 shares; 2025Q4: 7,492 shares; 2026Q1: 7,511 shares 7,511 $2.39M 0.03% +19 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: 7,221 shares; 2024Q4: 7,251 shares; 2025Q1: 6,612 shares; 2025Q2: 7,081 shares; 2025Q3: 7,433 shares; 2025Q4: 7,735 shares; 2026Q1: 7,898 shares 7,898 $2.39M 0.03% +163 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,634 shares; 2025Q1: 37,066 shares; 2025Q2: 40,195 shares; 2025Q3: 40,195 shares; 2025Q4: 41,442 shares; 2026Q1: 52,471 shares 52,471 $2.36M 0.03% +11,029 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,697 shares; 2024Q4: 100,491 shares; 2025Q1: 96,731 shares; 2025Q2: 100,781 shares; 2025Q3: 102,664 shares; 2025Q4: 101,555 shares; 2026Q1: 102,828 shares 102,828 $2.36M 0.03% +1,273 Timeline BUFG 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: 41,413 shares; 2026Q1: 84,026 shares 84,026 $2.26M 0.03% +42,613 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,573 shares; 2025Q2: 11,808 shares; 2025Q3: 17,516 shares; 2025Q4: 98,140 shares; 2026Q1: 107,229 shares 107,229 $2.24M 0.03% +9,089 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: 8,972 shares; 2024Q4: 9,151 shares; 2025Q1: 8,585 shares; 2025Q2: 7,369 shares; 2025Q3: 7,300 shares; 2025Q4: 9,304 shares; 2026Q1: 11,541 shares 11,541 $2.21M 0.03% +2,237 Timeline HYD 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: 36,690 shares; 2024Q4: 35,515 shares; 2025Q1: 39,108 shares; 2025Q2: 39,428 shares; 2025Q3: 38,622 shares; 2025Q4: 41,267 shares; 2026Q1: 44,103 shares 44,103 $2.21M 0.03% +2,836 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,023 shares 40,023 $2.19M 0.03% 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: 9,855 shares; 2024Q4: 9,930 shares; 2025Q1: 10,728 shares; 2025Q2: 8,738 shares; 2025Q3: 8,821 shares; 2025Q4: 8,613 shares; 2026Q1: 8,760 shares 8,760 $2.17M 0.03% +147 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,618 shares; 2026Q1: 2,939 shares 2,939 $2.17M 0.03% +321 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: 3,740 shares; 2024Q4: 3,887 shares; 2025Q1: 3,889 shares; 2025Q2: 3,930 shares; 2025Q3: 3,662 shares; 2025Q4: 3,604 shares; 2026Q1: 3,584 shares 3,584 $2.17M 0.03% -20 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: 28,138 shares; 2025Q3: 29,316 shares; 2025Q4: 29,792 shares; 2026Q1: 56,923 shares 56,923 $2.16M 0.03% +27,131 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,616 shares; 2024Q4: 15,740 shares; 2025Q1: 14,926 shares; 2025Q2: 15,281 shares; 2025Q3: 22,532 shares; 2025Q4: 23,240 shares; 2026Q1: 22,517 shares 22,517 $2.13M 0.03% -723 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,988 shares; 2024Q4: 29,797 shares; 2025Q1: 30,454 shares; 2025Q2: 32,229 shares; 2025Q3: 32,745 shares; 2025Q4: 48,032 shares; 2026Q1: 49,723 shares 49,723 $2.11M 0.03% +1,691 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,934 shares; 2024Q4: 68,514 shares; 2025Q1: 68,319 shares; 2025Q2: 70,122 shares; 2025Q3: 70,256 shares; 2025Q4: 67,742 shares; 2026Q1: 63,650 shares 63,650 $2.1M 0.02% -4,092 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,025 shares; 2024Q4: 61,241 shares; 2025Q1: 58,248 shares; 2025Q2: 63,358 shares; 2025Q3: 64,331 shares; 2025Q4: 74,378 shares; 2026Q1: 81,353 shares 81,353 $2.09M 0.02% +6,975 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,130 shares; 2025Q1: 4,204 shares; 2025Q2: 4,182 shares; 2025Q3: 4,102 shares; 2025Q4: 4,137 shares; 2026Q1: 4,159 shares 4,159 $2.06M 0.02% +22 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,041 shares; 2024Q4: 32,304 shares; 2025Q1: 32,543 shares; 2025Q2: 24,939 shares; 2025Q3: 34,949 shares; 2025Q4: 36,153 shares; 2026Q1: 42,678 shares 42,678 $2.01M 0.02% +6,525 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,506 shares; 2024Q4: 53,998 shares; 2025Q1: 53,513 shares; 2025Q2: 59,642 shares; 2025Q3: 62,492 shares; 2025Q4: 72,927 shares; 2026Q1: 78,180 shares 78,180 $2M 0.02% +5,253 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,096 shares; 2024Q4: 33,938 shares; 2025Q1: 37,627 shares; 2025Q2: 38,441 shares; 2025Q3: 42,960 shares; 2025Q4: 39,605 shares; 2026Q1: 38,804 shares 38,804 $1.96M 0.02% -801 Timeline IBMP 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: 45,063 shares; 2024Q4: 62,070 shares; 2025Q1: 59,528 shares; 2025Q2: 64,563 shares; 2025Q3: 65,400 shares; 2025Q4: 71,401 shares; 2026Q1: 76,893 shares 76,893 $1.96M 0.02% +5,492 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: 21,406 shares; 2024Q4: 21,416 shares; 2025Q1: 21,438 shares; 2025Q2: 17,456 shares; 2025Q3: 17,640 shares; 2025Q4: 17,733 shares; 2026Q1: 17,658 shares 17,658 $1.94M 0.02% -75 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: 5,296 shares; 2024Q4: 5,412 shares; 2025Q1: 4,826 shares; 2025Q2: 5,510 shares; 2025Q3: 5,412 shares; 2025Q4: 5,754 shares; 2026Q1: 5,690 shares 5,690 $1.92M 0.02% -64 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: 3,704 shares; 2024Q4: 3,890 shares; 2025Q1: 2,827 shares; 2025Q2: 2,741 shares; 2025Q3: 2,746 shares; 2025Q4: 2,744 shares; 2026Q1: 2,744 shares 2,744 $1.91M 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 2,552 shares; 2025Q1: 2,466 shares; 2025Q2: 2,690 shares; 2025Q3: 3,081 shares; 2025Q4: 3,138 shares; 2026Q1: 3,092 shares 3,092 $1.91M 0.02% -46 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,753 shares; 2024Q4: 16,032 shares; 2025Q1: 17,093 shares; 2025Q2: 17,911 shares; 2025Q3: 18,403 shares; 2025Q4: 18,503 shares; 2026Q1: 18,241 shares 18,241 $1.87M 0.02% -262 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 5,733 shares; 2025Q1: 5,690 shares; 2025Q2: 5,785 shares; 2025Q3: 5,963 shares; 2025Q4: 6,047 shares; 2026Q1: 5,723 shares 5,723 $1.87M 0.02% -324 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,722 shares; 2024Q4: 13,789 shares; 2025Q1: 13,737 shares; 2025Q2: 13,616 shares; 2025Q3: 12,701 shares; 2025Q4: 12,619 shares; 2026Q1: 12,769 shares 12,769 $1.86M 0.02% +150 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,099 shares; 2025Q1: 1,965 shares; 2025Q2: 1,998 shares; 2025Q3: 2,313 shares; 2025Q4: 23,103 shares; 2026Q1: 19,274 shares 19,274 $1.85M 0.02% -3,829 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 112,077 shares; 2025Q1: 112,077 shares; 2025Q2: 112,077 shares; 2025Q3: 108,077 shares; 2025Q4: 91,477 shares; 2026Q1: 91,477 shares 91,477 $1.83M 0.02% 0 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM 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: 208,013 shares; 2026Q1: 209,452 shares 209,452 $1.83M 0.02% +1,439 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,111 shares; 2025Q1: 3,086 shares; 2025Q2: 3,086 shares; 2025Q3: 3,373 shares; 2025Q4: 4,273 shares; 2026Q1: 21,992 shares 21,992 $1.82M 0.02% +17,719 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 4,909 shares; 2025Q1: 4,892 shares; 2025Q2: 4,911 shares; 2025Q3: 5,037 shares; 2025Q4: 5,153 shares; 2026Q1: 5,247 shares 5,247 $1.81M 0.02% +94 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,604 shares; 2024Q4: 21,639 shares; 2025Q1: 22,004 shares; 2025Q2: 24,977 shares; 2025Q3: 27,470 shares; 2025Q4: 65,722 shares; 2026Q1: 71,399 shares 71,399 $1.81M 0.02% +5,677 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 12,526 shares; 2025Q1: 14,490 shares; 2025Q2: 16,283 shares; 2025Q3: 16,454 shares; 2025Q4: 19,958 shares; 2026Q1: 24,915 shares 24,915 $1.81M 0.02% +4,957 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,580 shares; 2024Q4: 47,877 shares; 2025Q1: 57,206 shares; 2025Q2: 63,390 shares; 2025Q3: 68,497 shares; 2025Q4: 41,458 shares; 2026Q1: 42,603 shares 42,603 $1.81M 0.02% +1,145 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 3,775 shares; 2025Q1: 3,630 shares; 2025Q2: 3,753 shares; 2025Q3: 3,629 shares; 2025Q4: 3,703 shares; 2026Q1: 3,605 shares 3,605 $1.8M 0.02% -98 Timeline FCOR 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: 39,120 shares; 2024Q4: 42,380 shares; 2025Q1: 41,069 shares; 2025Q2: 42,901 shares; 2025Q3: 37,662 shares; 2025Q4: 38,325 shares; 2026Q1: 37,963 shares 37,963 $1.79M 0.02% -362 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,347 shares; 2024Q4: 41,147 shares; 2025Q1: 42,517 shares; 2025Q2: 42,707 shares; 2025Q3: 42,710 shares; 2025Q4: 41,963 shares; 2026Q1: 42,053 shares 42,053 $1.78M 0.02% +90 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,542 shares; 2024Q4: 70,807 shares; 2025Q1: 77,220 shares; 2025Q2: 88,970 shares; 2025Q3: 71,872 shares; 2025Q4: 80,904 shares; 2026Q1: 79,527 shares 79,527 $1.77M 0.02% -1,377 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: 4,651 shares; 2024Q4: 5,013 shares; 2025Q1: 5,022 shares; 2025Q2: 6,174 shares; 2025Q3: 7,709 shares; 2025Q4: 7,601 shares; 2026Q1: 7,294 shares 7,294 $1.77M 0.02% -307 Timeline JPIB 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: 7,101 shares; 2025Q3: 22,584 shares; 2025Q4: 23,422 shares; 2026Q1: 36,552 shares 36,552 $1.75M 0.02% +13,130 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: 1,260 shares; 2024Q4: 1,626 shares; 2025Q1: 2,926 shares; 2025Q2: 3,656 shares; 2025Q3: 3,679 shares; 2025Q4: 3,710 shares; 2026Q1: 3,740 shares 3,740 $1.73M 0.02% +30 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,978 shares; 2025Q1: 5,963 shares; 2025Q2: 5,923 shares; 2025Q3: 5,822 shares; 2025Q4: 5,818 shares; 2026Q1: 5,848 shares 5,848 $1.68M 0.02% +30 Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,394 shares; 2026Q1: 71,785 shares 71,785 $1.68M 0.02% +2,391 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,457 shares; 2025Q4: 30,914 shares; 2026Q1: 52,843 shares 52,843 $1.67M 0.02% +21,929 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,054 shares; 2024Q4: 38,900 shares; 2025Q1: 37,658 shares; 2025Q2: 38,474 shares; 2025Q3: 37,627 shares; 2025Q4: 30,474 shares; 2026Q1: 24,738 shares 24,738 $1.66M 0.02% -5,736 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 8,911 shares; 2025Q1: 13,330 shares; 2025Q2: 13,905 shares; 2025Q3: 13,947 shares; 2025Q4: 15,244 shares; 2026Q1: 17,852 shares 17,852 $1.65M 0.02% +2,608 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,715 shares; 2024Q4: 48,715 shares; 2025Q1: 46,320 shares; 2025Q2: 46,320 shares; 2025Q3: 43,779 shares; 2025Q4: 43,779 shares; 2026Q1: 38,468 shares 38,468 $1.64M 0.02% -5,311 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,030 shares; 2024Q4: 38,591 shares; 2025Q1: 40,990 shares; 2025Q2: 47,497 shares; 2025Q3: 50,324 shares; 2025Q4: 76,189 shares; 2026Q1: 74,769 shares 74,769 $1.63M 0.02% -1,420 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: 14,720 shares; 2024Q4: 45,713 shares; 2025Q1: 45,587 shares; 2025Q2: 42,330 shares; 2025Q3: 49,217 shares; 2025Q4: 49,845 shares; 2026Q1: 55,272 shares 55,272 $1.61M 0.02% +5,427 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 8,162 shares; 2025Q1: 8,042 shares; 2025Q2: 7,604 shares; 2025Q3: 7,594 shares; 2025Q4: 14,778 shares; 2026Q1: 14,560 shares 14,560 $1.59M 0.02% -218 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: 12,553 shares; 2024Q4: 12,543 shares; 2025Q1: 12,238 shares; 2025Q2: 12,145 shares; 2025Q3: 12,102 shares; 2025Q4: 11,717 shares; 2026Q1: 11,765 shares 11,765 $1.56M 0.02% +48 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 7,430 shares; 2025Q1: 7,245 shares; 2025Q2: 6,816 shares; 2025Q3: 5,214 shares; 2025Q4: 5,818 shares; 2026Q1: 5,733 shares 5,733 $1.55M 0.02% -85 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: 74,203 shares; 2024Q4: 67,729 shares; 2025Q1: 67,987 shares; 2025Q2: 70,722 shares; 2025Q3: 73,504 shares; 2025Q4: 75,443 shares; 2026Q1: 27,681 shares 27,681 $1.53M 0.02% -47,762 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,046 shares; 2024Q4: 29,246 shares; 2025Q1: 29,246 shares; 2025Q2: 29,246 shares; 2025Q3: 29,246 shares; 2025Q4: 29,246 shares; 2026Q1: 29,246 shares 29,246 $1.53M 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,637 shares; 2024Q4: 12,679 shares; 2025Q1: 12,821 shares; 2025Q2: 12,844 shares; 2025Q3: 12,812 shares; 2025Q4: 12,837 shares; 2026Q1: 12,663 shares 12,663 $1.5M 0.02% -174 Timeline CGIB 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: 9,799 shares; 2025Q3: 15,919 shares; 2025Q4: 40,669 shares; 2026Q1: 59,489 shares 59,489 $1.5M 0.02% +18,820 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,121 shares; 2024Q4: 16,921 shares; 2025Q1: 16,796 shares; 2025Q2: 15,836 shares; 2025Q3: 15,730 shares; 2025Q4: 15,935 shares; 2026Q1: 16,057 shares 16,057 $1.5M 0.02% +122 Timeline VNQI 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: 157,437 shares; 2024Q4: 157,734 shares; 2025Q1: 166,425 shares; 2025Q2: 41,589 shares; 2025Q3: 41,717 shares; 2025Q4: 38,837 shares; 2026Q1: 33,411 shares 33,411 $1.49M 0.02% -5,426 Timeline IVVB 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: 24,435 shares; 2025Q2: 29,050 shares; 2025Q3: 36,316 shares; 2025Q4: 41,613 shares; 2026Q1: 46,348 shares 46,348 $1.48M 0.02% +4,735 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,176 shares; 2024Q4: 5,282 shares; 2025Q1: 5,285 shares; 2025Q2: 5,337 shares; 2025Q3: 5,262 shares; 2025Q4: 5,300 shares; 2026Q1: 6,202 shares 6,202 $1.43M 0.02% +902 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,075 shares; 2025Q2: 8,845 shares; 2025Q3: 15,000 shares; 2025Q4: 40,148 shares; 2026Q1: 52,246 shares 52,246 $1.42M 0.02% +12,098 Timeline IYH 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: 22,823 shares; 2024Q4: 23,997 shares; 2025Q1: 25,185 shares; 2025Q2: 26,227 shares; 2025Q3: 26,535 shares; 2025Q4: 24,123 shares; 2026Q1: 22,873 shares 22,873 $1.41M 0.02% -1,250 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 23,175 shares; 2025Q1: 22,692 shares; 2025Q2: 22,437 shares; 2025Q3: 22,404 shares; 2025Q4: 22,638 shares; 2026Q1: 22,788 shares 22,788 $1.41M 0.02% +150 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: 9,769 shares; 2024Q4: 9,993 shares; 2025Q1: 9,454 shares; 2025Q2: 10,578 shares; 2025Q3: 11,436 shares; 2025Q4: 11,537 shares; 2026Q1: 10,744 shares 10,744 $1.41M 0.02% -793 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,875 shares; 2025Q4: 6,275 shares; 2026Q1: 39,709 shares 39,709 $1.41M 0.02% +33,434 Timeline SCHJ 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: 22,452 shares; 2024Q4: 45,033 shares; 2025Q1: 45,033 shares; 2025Q2: 45,033 shares; 2025Q3: 44,832 shares; 2025Q4: 54,157 shares; 2026Q1: 56,583 shares 56,583 $1.4M 0.02% +2,426 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 3,329 shares; 2025Q1: 3,331 shares; 2025Q2: 3,328 shares; 2025Q3: 3,242 shares; 2025Q4: 3,241 shares; 2026Q1: 3,231 shares 3,231 $1.4M 0.02% -10 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,862 shares; 2024Q4: 19,441 shares; 2025Q1: 25,582 shares; 2025Q2: 25,629 shares; 2025Q3: 25,672 shares; 2025Q4: 26,228 shares; 2026Q1: 27,247 shares 27,247 $1.39M 0.02% +1,019 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,322 shares; 2024Q4: 31,008 shares; 2025Q1: 42,129 shares; 2025Q2: 39,191 shares; 2025Q3: 45,207 shares; 2025Q4: 20,504 shares; 2026Q1: 11,612 shares 11,612 $1.39M 0.02% -8,892 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: 9,661 shares; 2024Q4: 9,596 shares; 2025Q1: 9,142 shares; 2025Q2: 8,774 shares; 2025Q3: 6,307 shares; 2025Q4: 6,438 shares; 2026Q1: 6,792 shares 6,792 $1.38M 0.02% +354 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,890 shares; 2025Q1: 1,865 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,406 shares; 2026Q1: 6,658 shares 6,658 $1.38M 0.02% +4,252 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: 8,632 shares; 2024Q4: 8,632 shares; 2025Q1: 8,537 shares; 2025Q2: 9,852 shares; 2025Q3: 9,785 shares; 2025Q4: 10,050 shares; 2026Q1: 11,320 shares 11,320 $1.37M 0.02% +1,270 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: 2,596 shares; 2024Q4: 2,642 shares; 2025Q1: 2,631 shares; 2025Q2: 2,587 shares; 2025Q3: 2,565 shares; 2025Q4: 2,465 shares; 2026Q1: 2,435 shares 2,435 $1.37M 0.02% -30 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 8,570 shares; 2025Q1: 8,570 shares; 2025Q2: 8,460 shares; 2025Q3: 8,478 shares; 2025Q4: 8,478 shares; 2026Q1: 8,570 shares 8,570 $1.35M 0.02% +92 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: 6,693 shares; 2024Q4: 7,030 shares; 2025Q1: 8,764 shares; 2025Q2: 9,360 shares; 2025Q3: 9,828 shares; 2025Q4: 9,435 shares; 2026Q1: 9,212 shares 9,212 $1.35M 0.02% -223 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: 20,473 shares; 2024Q4: 21,588 shares; 2025Q1: 21,875 shares; 2025Q2: 20,287 shares; 2025Q3: 19,592 shares; 2025Q4: 18,061 shares; 2026Q1: 16,648 shares 16,648 $1.34M 0.02% -1,413 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: 1,464 shares; 2025Q1: 1,410 shares; 2025Q2: 1,428 shares; 2025Q3: 1,441 shares; 2025Q4: 1,396 shares; 2026Q1: 1,389 shares 1,389 $1.34M 0.02% -7 Timeline SCHH 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: 64,378 shares; 2024Q4: 64,839 shares; 2025Q1: 59,739 shares; 2025Q2: 60,777 shares; 2025Q3: 59,394 shares; 2025Q4: 63,057 shares; 2026Q1: 61,676 shares 61,676 $1.33M 0.02% -1,381 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,272 shares; 2026Q1: 35,830 shares 35,830 $1.32M 0.02% +558 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 845 shares; 2025Q1: 877 shares; 2025Q2: 817 shares; 2025Q3: 827 shares; 2025Q4: 821 shares; 2026Q1: 893 shares 893 $1.31M 0.02% +72 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: 30,271 shares; 2024Q4: 25,449 shares; 2025Q1: 23,870 shares; 2025Q2: 23,931 shares; 2025Q3: 26,483 shares; 2025Q4: 26,076 shares; 2026Q1: 26,095 shares 26,095 $1.31M 0.02% +19 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: 2,487 shares; 2024Q4: 3,204 shares; 2025Q1: 3,628 shares; 2025Q2: 3,634 shares; 2025Q3: 3,621 shares; 2025Q4: 3,663 shares; 2026Q1: 3,665 shares 3,665 $1.31M 0.02% +2 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,353 shares; 2024Q4: 12,228 shares; 2025Q1: 13,959 shares; 2025Q2: 29,444 shares; 2025Q3: 26,497 shares; 2025Q4: 26,347 shares; 2026Q1: 25,217 shares 25,217 $1.28M 0.02% -1,130 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: 32,666 shares; 2024Q4: 32,622 shares; 2025Q1: 32,206 shares; 2025Q2: 32,019 shares; 2025Q3: 31,957 shares; 2025Q4: 30,856 shares; 2026Q1: 31,110 shares 31,110 $1.28M 0.02% +254 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: 11,745 shares; 2024Q4: 11,407 shares; 2025Q1: 12,662 shares; 2025Q2: 14,584 shares; 2025Q3: 14,970 shares; 2025Q4: 14,361 shares; 2026Q1: 13,166 shares 13,166 $1.27M 0.02% -1,195 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 4,446 shares; 2025Q1: 4,854 shares; 2025Q2: 14,153 shares; 2025Q3: 14,804 shares; 2025Q4: 14,639 shares; 2026Q1: 17,677 shares 17,677 $1.27M 0.02% +3,038 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 12,007 shares; 2025Q1: 12,912 shares; 2025Q2: 13,473 shares; 2025Q3: 12,381 shares; 2025Q4: 12,410 shares; 2026Q1: 12,827 shares 12,827 $1.24M 0.01% +417 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 7,822 shares; 2025Q4: 7,822 shares; 2026Q1: 12,445 shares 12,445 $1.23M 0.01% +4,623 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 1,988 shares; 2025Q3: 1,928 shares; 2025Q4: 1,928 shares; 2026Q1: 2,188 shares 2,188 $1.23M 0.01% +260 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,920 shares; 2025Q1: 48,798 shares; 2025Q2: 37,711 shares; 2025Q3: 34,838 shares; 2025Q4: 34,965 shares; 2026Q1: 34,965 shares 34,965 $1.23M 0.01% 0 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: 9,204 shares; 2024Q4: 8,538 shares; 2025Q1: 8,900 shares; 2025Q2: 8,931 shares; 2025Q3: 8,931 shares; 2025Q4: 8,845 shares; 2026Q1: 9,315 shares 9,315 $1.22M 0.01% +470 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,359 shares; 2024Q4: 8,806 shares; 2025Q1: 8,794 shares; 2025Q2: 8,813 shares; 2025Q3: 8,725 shares; 2025Q4: 8,802 shares; 2026Q1: 7,977 shares 7,977 $1.22M 0.01% -825 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,959 shares; 2024Q4: 25,261 shares; 2025Q1: 27,939 shares; 2025Q2: 28,884 shares; 2025Q3: 28,082 shares; 2025Q4: 26,470 shares; 2026Q1: 24,610 shares 24,610 $1.21M 0.01% -1,860 Timeline EVSM 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: 4,837 shares; 2025Q4: 4,885 shares; 2026Q1: 24,154 shares 24,154 $1.21M 0.01% +19,269 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,757 shares; 2024Q4: 63,625 shares; 2025Q1: 65,308 shares; 2025Q2: 15,118 shares; 2025Q3: 18,351 shares; 2025Q4: 22,217 shares; 2026Q1: 26,992 shares 26,992 $1.21M 0.01% +4,775 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,213 shares; 2024Q4: 7,251 shares; 2025Q1: 7,890 shares; 2025Q2: 10,048 shares; 2025Q3: 11,100 shares; 2025Q4: 11,270 shares; 2026Q1: 11,341 shares 11,341 $1.2M 0.01% +71 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,389 shares; 2025Q3: 14,300 shares; 2025Q4: 20,051 shares; 2026Q1: 25,387 shares 25,387 $1.19M 0.01% +5,336 Timeline IBTK 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: 41,549 shares; 2025Q1: 44,085 shares; 2025Q2: 51,049 shares; 2025Q3: 53,784 shares; 2025Q4: 57,958 shares; 2026Q1: 60,001 shares 60,001 $1.18M 0.01% +2,043 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,591 shares; 2024Q4: 18,256 shares; 2025Q1: 18,631 shares; 2025Q2: 19,399 shares; 2025Q3: 18,891 shares; 2025Q4: 17,766 shares; 2026Q1: 16,613 shares 16,613 $1.18M 0.01% -1,153 Timeline IBTL 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: 55,470 shares; 2026Q1: 57,509 shares 57,509 $1.17M 0.01% +2,039 Timeline FVAL 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: 26,507 shares; 2024Q4: 25,942 shares; 2025Q1: 24,569 shares; 2025Q2: 24,748 shares; 2025Q3: 16,876 shares; 2025Q4: 16,310 shares; 2026Q1: 16,380 shares 16,380 $1.14M 0.01% +70 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,116 shares; 2025Q3: 10,050 shares; 2025Q4: 11,084 shares; 2026Q1: 13,413 shares 13,413 $1.13M 0.01% +2,329 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: 20,200 shares; 2024Q4: 18,762 shares; 2025Q1: 15,613 shares; 2025Q2: 12,914 shares; 2025Q3: 13,078 shares; 2025Q4: 23,475 shares; 2026Q1: 24,421 shares 24,421 $1.13M 0.01% +946 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: 40,761 shares; 2024Q4: 41,716 shares; 2025Q1: 40,217 shares; 2025Q2: 39,227 shares; 2025Q3: 41,556 shares; 2025Q4: 39,844 shares; 2026Q1: 39,369 shares 39,369 $1.11M 0.01% -475 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 6,722 shares; 2025Q1: 6,411 shares; 2025Q2: 6,357 shares; 2025Q3: 6,163 shares; 2025Q4: 6,197 shares; 2026Q1: 5,997 shares 5,997 $1.09M 0.01% -200 Timeline IRTR 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: 35,621 shares; 2025Q3: 35,621 shares; 2025Q4: 35,621 shares; 2026Q1: 35,621 shares 35,621 $1.09M 0.01% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,380 shares; 2024Q4: 26,380 shares; 2025Q1: 26,329 shares; 2025Q2: 26,329 shares; 2025Q3: 25,884 shares; 2025Q4: 26,217 shares; 2026Q1: 25,155 shares 25,155 $1.08M 0.01% -1,062 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 7,271 shares; 2025Q1: 9,835 shares; 2025Q2: 11,124 shares; 2025Q3: 11,983 shares; 2025Q4: 9,176 shares; 2026Q1: 10,751 shares 10,751 $1.08M 0.01% +1,575 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,862 shares; 2025Q1: 1,866 shares; 2025Q2: 2,259 shares; 2025Q3: 2,625 shares; 2025Q4: 2,650 shares; 2026Q1: 3,113 shares 3,113 $1.06M 0.01% +463 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: 23,432 shares; 2024Q4: 19,833 shares; 2025Q1: 19,500 shares; 2025Q2: 19,070 shares; 2025Q3: 20,099 shares; 2025Q4: 19,329 shares; 2026Q1: 21,808 shares 21,808 $1.06M 0.01% +2,479 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,222 shares; 2025Q2: 8,222 shares; 2025Q3: 8,222 shares; 2025Q4: 8,222 shares; 2026Q1: 8,307 shares 8,307 $1.06M 0.01% +85 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: 4,596 shares; 2024Q4: 4,641 shares; 2025Q1: 4,530 shares; 2025Q2: 4,996 shares; 2025Q3: 4,849 shares; 2025Q4: 4,770 shares; 2026Q1: 4,673 shares 4,673 $1.06M 0.01% -97 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 13,416 shares; 2025Q1: 16,925 shares; 2025Q2: 29,565 shares; 2025Q3: 32,848 shares; 2025Q4: 26,698 shares; 2026Q1: 26,019 shares 26,019 $1.05M 0.01% -679 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,730 shares; 2024Q4: 9,215 shares; 2025Q1: 9,426 shares; 2025Q2: 9,308 shares; 2025Q3: 9,179 shares; 2025Q4: 9,103 shares; 2026Q1: 9,089 shares 9,089 $1.05M 0.01% -14 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,572 shares; 2024Q4: 7,245 shares; 2025Q1: 7,229 shares; 2025Q2: 6,484 shares; 2025Q3: 6,237 shares; 2025Q4: 7,507 shares; 2026Q1: 7,653 shares 7,653 $1.04M 0.01% +146 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: 5,241 shares; 2024Q4: 5,584 shares; 2025Q1: 6,173 shares; 2025Q2: 8,199 shares; 2025Q3: 7,967 shares; 2025Q4: 7,981 shares; 2026Q1: 7,036 shares 7,036 $1.04M 0.01% -945 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,813 shares; 2025Q1: 12,173 shares; 2025Q2: 17,727 shares; 2025Q3: 17,923 shares; 2025Q4: 21,012 shares; 2026Q1: 26,014 shares 26,014 $1.03M 0.01% +5,002 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,047 shares; 2024Q4: 25,804 shares; 2025Q1: 25,083 shares; 2025Q2: 24,868 shares; 2025Q3: 22,745 shares; 2025Q4: 20,926 shares; 2026Q1: 19,289 shares 19,289 $1.02M 0.01% -1,637 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,403 shares; 2024Q4: 17,526 shares; 2025Q1: 16,959 shares; 2025Q2: 16,553 shares; 2025Q3: 17,053 shares; 2025Q4: 17,484 shares; 2026Q1: 15,940 shares 15,940 $1M 0.01% -1,544 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,645 shares; 2024Q4: 37,645 shares; 2025Q1: 36,210 shares; 2025Q2: 38,296 shares; 2025Q3: 38,216 shares; 2025Q4: 34,667 shares; 2026Q1: 25,069 shares 25,069 $1M 0.01% -9,598 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,226 shares; 2026Q1: 35,488 shares 35,488 $994K 0.01% +16,262 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 8,230 shares; 2025Q1: 8,228 shares; 2025Q2: 7,775 shares; 2025Q3: 7,937 shares; 2025Q4: 7,835 shares; 2026Q1: 8,146 shares 8,146 $984K 0.01% +311 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 1,920 shares; 2025Q3: 1,862 shares; 2025Q4: 9,325 shares; 2026Q1: 9,382 shares 9,382 $981K 0.01% +57 Timeline CALI 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: 14,872 shares; 2025Q4: 14,872 shares; 2026Q1: 19,390 shares 19,390 $978K 0.01% +4,518 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: 21,087 shares; 2024Q4: 20,068 shares; 2025Q1: 19,696 shares; 2025Q2: 27,141 shares; 2025Q3: 34,684 shares; 2025Q4: 32,887 shares; 2026Q1: 33,534 shares 33,534 $972K 0.01% +647 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,867 shares; 2024Q4: 10,719 shares; 2025Q1: 10,733 shares; 2025Q2: 10,329 shares; 2025Q3: 8,672 shares; 2025Q4: 8,391 shares; 2026Q1: 8,098 shares 8,098 $961K 0.01% -293 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,978 shares; 2024Q4: 14,594 shares; 2025Q1: 15,903 shares; 2025Q2: 17,746 shares; 2025Q3: 18,590 shares; 2025Q4: 27,303 shares; 2026Q1: 28,563 shares 28,563 $958K 0.01% +1,260 Timeline FEBM 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: 31,510 shares; 2025Q2: 31,510 shares; 2025Q3: 31,510 shares; 2025Q4: 31,510 shares; 2026Q1: 31,510 shares 31,510 $955K 0.01% 0 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,117 shares; 2025Q2: 22,059 shares; 2025Q3: 28,889 shares; 2025Q4: 39,108 shares; 2026Q1: 41,983 shares 41,983 $955K 0.01% +2,875 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,404 shares; 2025Q1: 10,356 shares; 2025Q2: 10,588 shares; 2025Q3: 11,222 shares; 2025Q4: 10,221 shares; 2026Q1: 10,985 shares 10,985 $936K 0.01% +764 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,631 shares; 2026Q1: 25,180 shares 25,180 $934K 0.01% +549 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,120 shares; 2024Q4: 22,120 shares; 2025Q1: 22,751 shares; 2025Q2: 22,751 shares; 2025Q3: 22,751 shares; 2025Q4: 22,751 shares; 2026Q1: 20,063 shares 20,063 $926K 0.01% -2,688 Timeline TDTF 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: 36,655 shares; 2025Q4: 36,655 shares; 2026Q1: 38,040 shares 38,040 $917K 0.01% +1,385 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,395 shares 26,395 $912K 0.01% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,291 shares; 2024Q4: 45,370 shares; 2025Q1: 35,889 shares; 2025Q2: 38,420 shares; 2025Q3: 38,420 shares; 2025Q4: 38,420 shares; 2026Q1: 22,903 shares 22,903 $912K 0.01% -15,517 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 4,470 shares; 2025Q1: 4,655 shares; 2025Q2: 5,434 shares; 2025Q3: 5,503 shares; 2025Q4: 5,524 shares; 2026Q1: 5,462 shares 5,462 $903K 0.01% -62 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,978 shares; 2025Q1: 2,970 shares; 2025Q2: 2,965 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares; 2026Q1: 3,106 shares 3,106 $902K 0.01% +151 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: 3,074 shares; 2024Q4: 3,715 shares; 2025Q1: 3,801 shares; 2025Q2: 3,946 shares; 2025Q3: 3,883 shares; 2025Q4: 3,708 shares; 2026Q1: 3,686 shares 3,686 $900K 0.01% -22 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,434 shares; 2025Q3: 13,270 shares; 2025Q4: 16,693 shares; 2026Q1: 13,151 shares 13,151 $896K 0.01% -3,542 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: 13,155 shares; 2024Q4: 9,739 shares; 2025Q1: 9,471 shares; 2025Q2: 10,493 shares; 2025Q3: 10,495 shares; 2025Q4: 9,853 shares; 2026Q1: 10,160 shares 10,160 $896K 0.01% +307 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,831 shares 17,831 $888K 0.01% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,789 shares; 2024Q4: 25,273 shares; 2025Q1: 22,823 shares; 2025Q2: 22,823 shares; 2025Q3: 22,823 shares; 2025Q4: 25,876 shares; 2026Q1: 20,738 shares 20,738 $881K 0.01% -5,138 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,701 shares; 2024Q4: 26,880 shares; 2025Q1: 31,819 shares; 2025Q2: 27,211 shares; 2025Q3: 28,760 shares; 2025Q4: 21,556 shares; 2026Q1: 21,810 shares 21,810 $879K 0.01% +254 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,420 shares; 2025Q1: 4,051 shares; 2025Q2: 4,045 shares; 2025Q3: 3,990 shares; 2025Q4: 3,930 shares; 2026Q1: 3,890 shares 3,890 $877K 0.01% -40 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,426 shares; 2024Q4: 10,149 shares; 2025Q1: 10,235 shares; 2025Q2: 10,074 shares; 2025Q3: 9,949 shares; 2025Q4: 9,803 shares; 2026Q1: 9,496 shares 9,496 $875K 0.01% -307 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,178 shares; 2024Q4: 16,597 shares; 2025Q1: 17,029 shares; 2025Q2: 18,516 shares; 2025Q3: 18,705 shares; 2025Q4: 18,016 shares; 2026Q1: 18,781 shares 18,781 $873K 0.01% +765 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,053 shares; 2025Q4: 8,766 shares; 2026Q1: 9,011 shares 9,011 $871K 0.01% +245 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 816 shares; 2025Q1: 826 shares; 2025Q2: 843 shares; 2025Q3: 862 shares; 2025Q4: 778 shares; 2026Q1: 992 shares 992 $858K 0.01% +214 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 566 shares; 2025Q1: 549 shares; 2025Q2: 545 shares; 2025Q3: 569 shares; 2025Q4: 576 shares; 2026Q1: 648 shares 648 $856K 0.01% +72 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,842 shares; 2024Q4: 27,011 shares; 2025Q1: 26,758 shares; 2025Q2: 22,197 shares; 2025Q3: 22,210 shares; 2025Q4: 19,928 shares; 2026Q1: 19,933 shares 19,933 $848K 0.01% +5 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,128 shares; 2025Q1: 4,138 shares; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,043 shares; 2026Q1: 4,043 shares 4,043 $843K 0.01% 0 Timeline VDC 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: 3,645 shares; 2024Q4: 3,631 shares; 2025Q1: 3,629 shares; 2025Q2: 3,517 shares; 2025Q3: 3,517 shares; 2025Q4: 3,300 shares; 2026Q1: 3,718 shares 3,718 $835K 0.01% +418 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,421 shares; 2025Q1: 2,423 shares; 2025Q2: 2,462 shares; 2025Q3: 2,472 shares; 2025Q4: 2,549 shares; 2026Q1: 2,539 shares 2,539 $830K 0.01% -10 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,347 shares; 2025Q1: 2,303 shares; 2025Q2: 2,351 shares; 2025Q3: 2,320 shares; 2025Q4: 2,363 shares; 2026Q1: 2,523 shares 2,523 $829K 0.01% +160 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,653 shares; 2024Q4: 48,658 shares; 2025Q1: 48,432 shares; 2025Q2: 50,116 shares; 2025Q3: 51,077 shares; 2025Q4: 50,341 shares; 2026Q1: 52,641 shares 52,641 $824K 0.01% +2,300 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 14,934 shares 14,934 $810K 0.01% new Timeline FENY 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: 23,818 shares; 2024Q4: 24,156 shares; 2025Q1: 23,020 shares; 2025Q2: 23,440 shares; 2025Q3: 23,743 shares; 2025Q4: 23,643 shares; 2026Q1: 23,643 shares 23,643 $804K 0.01% 0 Timeline JHID JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,916 shares; 2024Q4: 9,916 shares; 2025Q1: 7,254 shares; 2025Q2: 6,518 shares; 2025Q3: 15,683 shares; 2025Q4: 19,068 shares; 2026Q1: 19,656 shares 19,656 $796K 0.01% +588 Timeline FDMO 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: 5,046 shares; 2026Q1: 9,914 shares 9,914 $794K 0.01% +4,868 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,010 shares; 2025Q1: 3,991 shares; 2025Q2: 3,989 shares; 2025Q3: 3,953 shares; 2025Q4: 3,902 shares; 2026Q1: 3,788 shares 3,788 $788K 0.01% -114 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: 3,034 shares; 2024Q4: 3,936 shares; 2025Q1: 3,760 shares; 2025Q2: 3,804 shares; 2025Q3: 4,197 shares; 2025Q4: 4,272 shares; 2026Q1: 4,204 shares 4,204 $785K 0.01% -68 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 4,143 shares; 2025Q1: 6,853 shares; 2025Q2: 8,056 shares; 2025Q3: 8,082 shares; 2025Q4: 6,683 shares; 2026Q1: 6,669 shares 6,669 $785K 0.01% -14 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 5,247 shares; 2025Q1: 6,037 shares; 2025Q2: 5,980 shares; 2025Q3: 6,223 shares; 2025Q4: 6,508 shares; 2026Q1: 6,568 shares 6,568 $779K 0.01% +60 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,358 shares; 2024Q4: 17,358 shares; 2025Q1: 18,641 shares; 2025Q2: 18,641 shares; 2025Q3: 18,641 shares; 2025Q4: 18,641 shares; 2026Q1: 20,546 shares 20,546 $775K 0.01% +1,905 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: 46,374 shares; 2024Q4: 9,109 shares; 2025Q1: 8,804 shares; 2025Q2: 8,200 shares; 2025Q3: 8,502 shares; 2025Q4: 8,767 shares; 2026Q1: 8,767 shares 8,767 $770K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,236 shares; 2025Q1: 2,198 shares; 2025Q2: 2,195 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 2,162 shares 2,162 $770K 0.01% -9 Timeline IBMS 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: 21,177 shares; 2025Q1: 21,582 shares; 2025Q2: 23,900 shares; 2025Q3: 26,273 shares; 2025Q4: 27,358 shares; 2026Q1: 29,551 shares 29,551 $763K 0.01% +2,193 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: 3,906 shares; 2024Q4: 3,906 shares; 2025Q1: 3,751 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,742 shares; 2026Q1: 3,644 shares 3,644 $758K 0.01% -98 Timeline IBMT 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: 27,456 shares; 2026Q1: 29,431 shares 29,431 $755K 0.01% +1,975 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 9,230 shares; 2025Q1: 9,029 shares; 2025Q2: 8,915 shares; 2025Q3: 15,858 shares; 2025Q4: 14,998 shares; 2026Q1: 14,499 shares 14,499 $754K 0.01% -499 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,755 shares; 2024Q4: 11,299 shares; 2025Q1: 25,303 shares; 2025Q2: 24,777 shares; 2025Q3: 24,521 shares; 2025Q4: 19,246 shares; 2026Q1: 18,734 shares 18,734 $751K 0.01% -512 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: 3,917 shares; 2024Q4: 3,852 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 6,800 shares 6,800 $751K 0.01% +3,100 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,451 shares; 2025Q1: 2,442 shares; 2025Q2: 2,432 shares; 2025Q3: 1,539 shares; 2025Q4: 1,417 shares; 2026Q1: 2,015 shares 2,015 $747K 0.01% +598 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,678 shares; 2025Q1: 5,684 shares; 2025Q2: 6,715 shares; 2025Q3: 6,292 shares; 2025Q4: 5,437 shares; 2026Q1: 4,551 shares 4,551 $736K 0.01% -886 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,485 shares 15,485 $734K 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 5,882 shares; 2025Q1: 5,882 shares; 2025Q2: 6,029 shares; 2025Q3: 6,029 shares; 2025Q4: 6,019 shares; 2026Q1: 10,991 shares 10,991 $707K 0.01% +4,972 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: 7,869 shares; 2024Q4: 8,300 shares; 2025Q1: 8,405 shares; 2025Q2: 8,400 shares; 2025Q3: 8,366 shares; 2025Q4: 9,775 shares; 2026Q1: 8,884 shares 8,884 $707K 0.01% -891 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,671 shares; 2025Q3: 1,458 shares; 2025Q4: 1,472 shares; 2026Q1: 2,089 shares 2,089 $706K 0.01% +617 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,750 shares; 2025Q1: 2,900 shares; 2025Q2: 3,650 shares; 2025Q3: 3,885 shares; 2025Q4: 3,761 shares; 2026Q1: 3,472 shares 3,472 $688K 0.01% -289 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 3,927 shares; 2025Q1: 4,124 shares; 2025Q2: 3,728 shares; 2025Q3: 3,799 shares; 2025Q4: 3,815 shares; 2026Q1: 4,150 shares 4,150 $683K 0.01% +335 Timeline PPA 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: 3,256 shares; 2024Q4: 3,945 shares; 2025Q1: 3,946 shares; 2025Q2: 3,721 shares; 2025Q3: 3,728 shares; 2025Q4: 3,719 shares; 2026Q1: 4,060 shares 4,060 $673K 0.01% +341 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,910 shares; 2024Q4: 37,906 shares; 2025Q1: 37,315 shares; 2025Q2: 40,268 shares; 2025Q3: 33,723 shares; 2025Q4: 33,281 shares; 2026Q1: 32,591 shares 32,591 $666K 0.01% -690 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: 5,263 shares; 2024Q4: 5,184 shares; 2025Q1: 5,254 shares; 2025Q2: 5,811 shares; 2025Q3: 4,611 shares; 2025Q4: 4,612 shares; 2026Q1: 4,556 shares 4,556 $662K 0.01% -56 Timeline WTAI 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: 10,336 shares; 2025Q3: 13,672 shares; 2025Q4: 16,209 shares; 2026Q1: 23,121 shares 23,121 $653K 0.01% +6,912 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 5,067 shares; 2025Q1: 5,058 shares; 2025Q2: 5,058 shares; 2025Q3: 5,001 shares; 2025Q4: 5,604 shares; 2026Q1: 5,486 shares 5,486 $650K 0.01% -118 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,427 shares; 2025Q1: 3,355 shares; 2025Q2: 3,340 shares; 2025Q3: 3,227 shares; 2025Q4: 3,233 shares; 2026Q1: 3,257 shares 3,257 $648K 0.01% +24 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 5,921 shares; 2025Q1: 5,835 shares; 2025Q2: 5,871 shares; 2025Q3: 5,502 shares; 2025Q4: 5,342 shares; 2026Q1: 5,346 shares 5,346 $648K 0.01% +4 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,890 shares; 2025Q1: 2,826 shares; 2025Q2: 2,844 shares; 2025Q3: 3,669 shares; 2025Q4: 3,849 shares; 2026Q1: 4,051 shares 4,051 $647K 0.01% +202 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: 7,180 shares; 2024Q4: 6,972 shares; 2025Q1: 6,973 shares; 2025Q2: 6,975 shares; 2025Q3: 6,762 shares; 2025Q4: 5,083 shares; 2026Q1: 5,033 shares 5,033 $645K 0.01% -50 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 3,090 shares; 2025Q1: 3,694 shares; 2025Q2: 3,730 shares; 2025Q3: 3,530 shares; 2025Q4: 3,353 shares; 2026Q1: 7,029 shares 7,029 $644K 0.01% +3,676 Timeline VPU 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: 4,129 shares; 2024Q4: 4,129 shares; 2025Q1: 4,140 shares; 2025Q2: 4,119 shares; 2025Q3: 4,155 shares; 2025Q4: 3,533 shares; 2026Q1: 3,231 shares 3,231 $640K 0.01% -302 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,977 shares; 2024Q4: 20,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,263 shares; 2026Q1: 2,267 shares 2,267 $639K 0.01% +1,004 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,446 shares; 2025Q1: 6,492 shares; 2025Q2: 6,438 shares; 2025Q3: 6,114 shares; 2025Q4: 6,204 shares; 2026Q1: 6,204 shares 6,204 $638K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,228 shares; 2025Q1: 6,197 shares; 2025Q2: 6,435 shares; 2025Q3: 6,563 shares; 2025Q4: 7,016 shares; 2026Q1: 8,705 shares 8,705 $634K 0.01% +1,689 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 12,303 shares; 2025Q1: 14,731 shares; 2025Q2: 14,978 shares; 2025Q3: 15,643 shares; 2025Q4: 14,977 shares; 2026Q1: 15,493 shares 15,493 $633K 0.01% +516 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,937 shares; 2024Q4: 11,504 shares; 2025Q1: 11,539 shares; 2025Q2: 7,407 shares; 2025Q3: 4,853 shares; 2025Q4: 4,940 shares; 2026Q1: 6,258 shares 6,258 $629K 0.01% +1,318 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,645 shares; 2024Q4: 28,099 shares; 2025Q1: 27,199 shares; 2025Q2: 28,765 shares; 2025Q3: 26,340 shares; 2025Q4: 26,575 shares; 2026Q1: 25,836 shares 25,836 $624K 0.01% -739 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,713 shares; 2025Q4: 15,579 shares; 2026Q1: 23,691 shares 23,691 $621K 0.01% +8,112 Timeline IBDX 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: 8,777 shares; 2025Q2: 9,767 shares; 2025Q3: 15,025 shares; 2025Q4: 19,244 shares; 2026Q1: 24,416 shares 24,416 $617K 0.01% +5,172 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,116 shares; 2025Q1: 9,456 shares; 2025Q2: 12,050 shares; 2025Q3: 13,480 shares; 2025Q4: 10,049 shares; 2026Q1: 12,076 shares 12,076 $608K 0.01% +2,027 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 787 shares; 2025Q3: 814 shares; 2025Q4: 864 shares; 2026Q1: 834 shares 834 $608K 0.01% -30 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,092 shares; 2026Q1: 24,669 shares 24,669 $602K 0.01% +9,577 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,915 shares; 2025Q2: 5,546 shares; 2025Q3: 5,688 shares; 2025Q4: 5,785 shares; 2026Q1: 6,707 shares 6,707 $599K 0.01% +922 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,040 shares; 2025Q4: 6,197 shares; 2026Q1: 6,215 shares 6,215 $596K 0.01% +18 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: 1,932 shares; 2025Q1: 2,316 shares; 2025Q2: 3,007 shares; 2025Q3: 2,979 shares; 2025Q4: 2,995 shares; 2026Q1: 2,990 shares 2,990 $591K 0.01% -5 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,720 shares; 2024Q4: 8,379 shares; 2025Q1: 8,343 shares; 2025Q2: 8,324 shares; 2025Q3: 8,636 shares; 2025Q4: 9,517 shares; 2026Q1: 12,545 shares 12,545 $585K 0.01% +3,028 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: 9,494 shares; 2024Q4: 9,487 shares; 2025Q1: 9,660 shares; 2025Q2: 10,000 shares; 2025Q3: 10,153 shares; 2025Q4: 5,283 shares; 2026Q1: 6,599 shares 6,599 $584K 0.01% +1,316 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: 20,799 shares; 2024Q4: 20,230 shares; 2025Q1: 15,901 shares; 2025Q2: 14,915 shares; 2025Q3: 12,081 shares; 2025Q4: 11,354 shares; 2026Q1: 9,733 shares 9,733 $582K 0.01% -1,621 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,845 shares; 2025Q1: 8,715 shares; 2025Q2: 8,707 shares; 2025Q3: 8,661 shares; 2025Q4: 8,375 shares; 2026Q1: 8,375 shares 8,375 $580K 0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 12,910 shares; 2025Q3: 12,910 shares; 2025Q4: 12,910 shares; 2026Q1: 12,910 shares 12,910 $576K 0.01% 0 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: 5,289 shares; 2024Q4: 5,972 shares; 2025Q1: 5,365 shares; 2025Q2: 4,928 shares; 2025Q3: 3,768 shares; 2025Q4: 3,893 shares; 2026Q1: 4,348 shares 4,348 $574K 0.01% +455 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: 11,969 shares; 2024Q4: 12,206 shares; 2025Q1: 11,995 shares; 2025Q2: 12,086 shares; 2025Q3: 12,105 shares; 2025Q4: 3,992 shares; 2026Q1: 4,035 shares 4,035 $571K 0.01% +43 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,405 shares; 2024Q4: 20,375 shares; 2025Q1: 20,375 shares; 2025Q2: 20,375 shares; 2025Q3: 20,701 shares; 2025Q4: 20,701 shares; 2026Q1: 13,193 shares 13,193 $568K 0.01% -7,508 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,592 shares; 2025Q1: 1,473 shares; 2025Q2: 1,598 shares; 2025Q3: 1,615 shares; 2025Q4: 1,843 shares; 2026Q1: 1,878 shares 1,878 $568K 0.01% +35 Timeline IBDY 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: 8,580 shares; 2025Q2: 8,580 shares; 2025Q3: 12,790 shares; 2025Q4: 16,907 shares; 2026Q1: 21,962 shares 21,962 $568K 0.01% +5,055 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,950 shares; 2025Q1: 13,179 shares; 2025Q2: 13,374 shares; 2025Q3: 13,851 shares; 2025Q4: 14,344 shares; 2026Q1: 14,345 shares 14,345 $557K 0.01% +1 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 3,336 shares; 2025Q1: 3,386 shares; 2025Q2: 3,264 shares; 2025Q3: 3,286 shares; 2025Q4: 3,277 shares; 2026Q1: 5,833 shares 5,833 $557K 0.01% +2,556 Timeline BNDW 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: 6,165 shares; 2024Q4: 6,165 shares; 2025Q1: 8,797 shares; 2025Q2: 7,469 shares; 2025Q3: 7,691 shares; 2025Q4: 7,696 shares; 2026Q1: 8,139 shares 8,139 $556K 0.01% +443 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 902 shares; 2025Q1: 982 shares; 2025Q2: 989 shares; 2025Q3: 996 shares; 2025Q4: 1,097 shares; 2026Q1: 1,195 shares 1,195 $551K 0.01% +98 Timeline FPX 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: 1,768 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,896 shares; 2025Q4: 3,458 shares; 2026Q1: 3,458 shares 3,458 $549K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 386 shares; 2025Q1: 404 shares; 2025Q2: 6,984 shares; 2025Q3: 6,917 shares; 2025Q4: 6,961 shares; 2026Q1: 5,926 shares 5,926 $547K 0.01% -1,035 Timeline IBDZ 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: 8,496 shares; 2025Q2: 8,496 shares; 2025Q3: 11,408 shares; 2025Q4: 15,483 shares; 2026Q1: 20,875 shares 20,875 $544K 0.01% +5,392 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,393 shares 16,393 $543K 0.01% new Timeline TFLO 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: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 11,075 shares; 2025Q2: 11,033 shares; 2025Q3: 11,033 shares; 2025Q4: 12,297 shares; 2026Q1: 10,672 shares 10,672 $540K 0.01% -1,625 Timeline SCHY 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: 17,000 shares 17,000 $538K 0.01% new Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,677 shares; 2025Q3: 16,609 shares; 2025Q4: 22,201 shares; 2026Q1: 23,881 shares 23,881 $538K 0.01% +1,680 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,973 shares; 2025Q4: 4,131 shares; 2026Q1: 5,239 shares 5,239 $533K 0.01% +1,108 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,082 shares; 2024Q4: 16,432 shares; 2025Q1: 17,967 shares; 2025Q2: 17,919 shares; 2025Q3: 22,436 shares; 2025Q4: 20,683 shares; 2026Q1: 27,027 shares 27,027 $528K 0.01% +6,344 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,260 shares; 2025Q1: 4,260 shares; 2025Q2: 7,804 shares; 2025Q3: 7,804 shares; 2025Q4: 7,815 shares; 2026Q1: 7,239 shares 7,239 $524K 0.01% -576 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,682 shares; 2025Q1: 4,880 shares; 2025Q2: 3,796 shares; 2025Q3: 1,205 shares; 2025Q4: 1,076 shares; 2026Q1: 1,199 shares 1,199 $520K 0.01% +123 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: 11,091 shares; 2024Q4: 5,886 shares; 2025Q1: 2,585 shares; 2025Q2: 2,475 shares; 2025Q3: 2,244 shares; 2025Q4: 2,365 shares; 2026Q1: 2,387 shares 2,387 $519K 0.01% +22 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $518K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 362 shares; 2025Q4: 371 shares; 2026Q1: 611 shares 611 $517K 0.01% +240 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,070 shares; 2025Q1: 953 shares; 2025Q2: 923 shares; 2025Q3: 1,003 shares; 2025Q4: 1,079 shares; 2026Q1: 1,035 shares 1,035 $509K 0.01% -44 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,140 shares; 2025Q1: 3,166 shares; 2025Q2: 3,136 shares; 2025Q3: 3,128 shares; 2025Q4: 3,210 shares; 2026Q1: 3,515 shares 3,515 $508K 0.01% +305 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,101 shares; 2024Q4: 7,644 shares; 2025Q1: 7,617 shares; 2025Q2: 8,131 shares; 2025Q3: 7,984 shares; 2025Q4: 7,984 shares; 2026Q1: 9,108 shares 9,108 $503K 0.01% +1,124 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 11,720 shares; 2025Q1: 11,720 shares; 2025Q2: 11,720 shares; 2025Q3: 11,720 shares; 2025Q4: 11,720 shares; 2026Q1: 11,720 shares 11,720 $498K 0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,766 shares; 2025Q2: 3,767 shares; 2025Q3: 4,384 shares; 2025Q4: 4,837 shares; 2026Q1: 5,961 shares 5,961 $498K 0.01% +1,124 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,303 shares; 2025Q1: 5,281 shares; 2025Q2: 5,266 shares; 2025Q3: 5,191 shares; 2025Q4: 5,191 shares; 2026Q1: 6,176 shares 6,176 $495K 0.01% +985 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 8,169 shares; 2025Q1: 6,596 shares; 2025Q2: 6,538 shares; 2025Q3: 6,404 shares; 2025Q4: 4,698 shares; 2026Q1: 5,663 shares 5,663 $491K 0.01% +965 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,287 shares; 2025Q1: 2,365 shares; 2025Q2: 2,221 shares; 2025Q3: 2,334 shares; 2025Q4: 2,456 shares; 2026Q1: 2,568 shares 2,568 $487K 0.01% +112 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 10,708 shares; 2025Q1: 9,091 shares; 2025Q2: 9,120 shares; 2025Q3: 9,569 shares; 2025Q4: 9,778 shares; 2026Q1: 9,576 shares 9,576 $487K 0.01% -202 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,102 shares; 2024Q4: 13,473 shares; 2025Q1: 5,263 shares; 2025Q2: 4,955 shares; 2025Q3: 4,460 shares; 2025Q4: 4,407 shares; 2026Q1: 4,745 shares 4,745 $483K 0.01% +338 Timeline SBFG SB FINL GROUP INC More: the full row for SB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,751 shares; 2025Q4: 22,751 shares; 2026Q1: 22,917 shares 22,917 $481K 0.01% +166 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 348 shares 348 $480K 0.01% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,552 shares; 2025Q4: 16,372 shares; 2026Q1: 23,346 shares 23,346 $477K 0.01% +6,974 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 854 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 828 shares; 2025Q4: 861 shares; 2026Q1: 877 shares 877 $472K 0.01% +16 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,328 shares; 2025Q1: 17,464 shares; 2025Q2: 17,415 shares; 2025Q3: 20,020 shares; 2025Q4: 17,758 shares; 2026Q1: 24,001 shares 24,001 $471K 0.01% +6,243 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,061 shares; 2025Q1: 1,064 shares; 2025Q2: 1,023 shares; 2025Q3: 1,050 shares; 2025Q4: 1,278 shares; 2026Q1: 1,228 shares 1,228 $471K 0.01% -50 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,818 shares; 2025Q3: 6,809 shares; 2025Q4: 6,876 shares; 2026Q1: 6,852 shares 6,852 $469K 0.01% -24 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,489 shares; 2025Q1: 4,563 shares; 2025Q2: 4,563 shares; 2025Q3: 4,563 shares; 2025Q4: 4,570 shares; 2026Q1: 4,387 shares 4,387 $464K 0.01% -183 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 6,855 shares; 2025Q1: 9,233 shares; 2025Q2: 5,552 shares; 2025Q3: 5,744 shares; 2025Q4: 5,858 shares; 2026Q1: 7,366 shares 7,366 $460K 0.01% +1,508 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,167 shares 1,167 $460K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,497 shares; 2025Q1: 1,509 shares; 2025Q2: 2,395 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares; 2026Q1: 2,424 shares 2,424 $460K 0.01% +55 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,128 shares; 2024Q4: 20,256 shares; 2025Q1: 20,256 shares; 2025Q2: 20,256 shares; 2025Q3: 20,256 shares; 2025Q4: 20,256 shares; 2026Q1: 20,256 shares 20,256 $459K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,491 shares; 2025Q1: 3,386 shares; 2025Q2: 3,385 shares; 2025Q3: 3,172 shares; 2025Q4: 3,153 shares; 2026Q1: 3,283 shares 3,283 $458K 0.01% +130 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,572 shares; 2024Q4: 10,585 shares; 2025Q1: 10,532 shares; 2025Q2: 10,545 shares; 2025Q3: 10,499 shares; 2025Q4: 10,037 shares; 2026Q1: 9,946 shares 9,946 $457K 0.01% -91 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,853 shares; 2025Q1: 2,771 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares; 2025Q4: 2,662 shares; 2026Q1: 2,880 shares 2,880 $453K 0.01% +218 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: 756 shares; 2024Q4: 893 shares; 2025Q1: 1,058 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,431 shares; 2026Q1: 1,442 shares 1,442 $453K 0.01% +11 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,205 shares; 2025Q3: 1,105 shares; 2025Q4: 1,055 shares; 2026Q1: 1,962 shares 1,962 $452K 0.01% +907 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 1,060 shares; 2025Q2: 1,109 shares; 2025Q3: 1,118 shares; 2025Q4: 1,178 shares; 2026Q1: 1,428 shares 1,428 $449K 0.01% +250 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: 2,238 shares; 2024Q4: 2,360 shares; 2025Q1: 2,298 shares; 2025Q2: 2,326 shares; 2025Q3: 2,192 shares; 2025Q4: 2,148 shares; 2026Q1: 2,307 shares 2,307 $448K 0.01% +159 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,679 shares; 2025Q3: 1,679 shares; 2025Q4: 1,685 shares; 2026Q1: 2,112 shares 2,112 $446K 0.01% +427 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 11,385 shares; 2025Q1: 10,962 shares; 2025Q2: 11,565 shares; 2025Q3: 10,741 shares; 2025Q4: 10,606 shares; 2026Q1: 10,480 shares 10,480 $446K 0.01% -126 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,401 shares 3,401 $445K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,541 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,526 shares; 2025Q4: 1,495 shares; 2026Q1: 1,486 shares 1,486 $439K 0.01% -9 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,157 shares; 2025Q1: 2,261 shares; 2025Q2: 2,424 shares; 2025Q3: 2,379 shares; 2025Q4: 3,506 shares; 2026Q1: 3,619 shares 3,619 $434K 0.01% +113 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,630 shares; 2024Q4: 2,945 shares; 2025Q1: 2,915 shares; 2025Q2: 2,890 shares; 2025Q3: 2,889 shares; 2025Q4: 2,789 shares; 2026Q1: 4,440 shares 4,440 $434K 0.01% +1,651 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,986 shares; 2025Q1: 4,961 shares; 2025Q2: 4,961 shares; 2025Q3: 5,064 shares; 2025Q4: 5,064 shares; 2026Q1: 4,634 shares 4,634 $432K 0.01% -430 Timeline MDYV 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: 5,046 shares; 2025Q4: 5,420 shares; 2026Q1: 5,041 shares 5,041 $429K 0.01% -379 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: 2,743 shares; 2024Q4: 3,267 shares; 2025Q1: 3,331 shares; 2025Q2: 3,306 shares; 2025Q3: 2,845 shares; 2025Q4: 3,148 shares; 2026Q1: 3,333 shares 3,333 $429K 0.01% +185 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 3,971 shares; 2025Q1: 3,975 shares; 2025Q2: 3,949 shares; 2025Q3: 3,849 shares; 2025Q4: 4,014 shares; 2026Q1: 3,719 shares 3,719 $428K 0.01% -295 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares 1,022 $426K 0.01% new Timeline