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: 47,599 shares; 2024Q4: 46,769 shares; 2025Q1: 47,781 shares; 2025Q2: 48,103 shares; 2025Q3: 1,418,548 shares; 2025Q4: 1,811,141 shares; 2026Q1: 2,262,820 shares 2,262,820 $173M 12.73% +451,679 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: 126,155 shares; 2024Q4: 135,411 shares; 2025Q1: 124,015 shares; 2025Q2: 166,949 shares; 2025Q3: 1,268,653 shares; 2025Q4: 1,793,895 shares; 2026Q1: 2,876,162 shares 2,876,162 $131M 9.65% +1,082,267 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: 321,461 shares; 2024Q4: 326,271 shares; 2025Q1: 326,608 shares; 2025Q2: 338,237 shares; 2025Q3: 145,325 shares; 2025Q4: 103,959 shares; 2026Q1: 101,778 shares 101,778 $66.5M 4.89% -2,181 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: 13,462 shares; 2024Q4: 14,270 shares; 2025Q1: 14,636 shares; 2025Q2: 15,667 shares; 2025Q3: 642,672 shares; 2025Q4: 880,602 shares; 2026Q1: 916,169 shares 916,169 $54.3M 3.99% +35,567 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: 1,198,159 shares; 2024Q4: 1,248,535 shares; 2025Q1: 1,236,033 shares; 2025Q2: 1,260,429 shares; 2025Q3: 707,599 shares; 2025Q4: 470,031 shares; 2026Q1: 487,806 shares 487,806 $44.2M 3.25% +17,775 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: 579,993 shares; 2024Q4: 596,751 shares; 2025Q1: 585,362 shares; 2025Q2: 645,443 shares; 2025Q3: 702,972 shares; 2025Q4: 731,625 shares; 2026Q1: 711,625 shares 711,625 $40.3M 2.96% -20,000 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: 402,809 shares; 2024Q4: 420,328 shares; 2025Q1: 417,769 shares; 2025Q2: 423,355 shares; 2025Q3: 406,396 shares; 2025Q4: 387,971 shares; 2026Q1: 390,805 shares 390,805 $38.8M 2.85% +2,834 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: 199,639 shares; 2024Q4: 195,289 shares; 2025Q1: 172,776 shares; 2025Q2: 181,248 shares; 2025Q3: 189,835 shares; 2025Q4: 192,469 shares; 2026Q1: 194,711 shares 194,711 $37.4M 2.75% +2,242 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: 713,533 shares; 2024Q4: 704,993 shares; 2025Q1: 667,821 shares; 2025Q2: 685,273 shares; 2025Q3: 716,663 shares; 2025Q4: 733,204 shares; 2026Q1: 767,829 shares 767,829 $35M 2.58% +34,625 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: 8,233 shares; 2024Q4: 8,823 shares; 2025Q1: 9,249 shares; 2025Q2: 24,514 shares; 2025Q3: 451,343 shares; 2025Q4: 626,745 shares; 2026Q1: 682,870 shares 682,870 $33M 2.43% +56,125 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: 27,947 shares; 2024Q4: 30,326 shares; 2025Q1: 30,848 shares; 2025Q2: 31,056 shares; 2025Q3: 31,244 shares; 2025Q4: 28,786 shares; 2026Q1: 803,382 shares 803,382 $27.3M 2.01% +774,596 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: 11,682 shares; 2024Q4: 11,981 shares; 2025Q1: 11,567 shares; 2025Q2: 22,866 shares; 2025Q3: 311,202 shares; 2025Q4: 431,211 shares; 2026Q1: 571,782 shares 571,782 $26.8M 1.97% +140,571 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: 84,501 shares; 2024Q4: 79,902 shares; 2025Q1: 75,645 shares; 2025Q2: 75,428 shares; 2025Q3: 74,870 shares; 2025Q4: 72,363 shares; 2026Q1: 72,252 shares 72,252 $26.7M 1.97% -111 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: 1,276,535 shares; 2024Q4: 1,285,202 shares; 2025Q1: 1,130,641 shares; 2025Q2: 1,177,230 shares; 2025Q3: 667,932 shares; 2025Q4: 466,314 shares; 2026Q1: 391,985 shares 391,985 $26.5M 1.95% -74,329 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: 211,683 shares; 2024Q4: 209,918 shares; 2025Q1: 208,579 shares; 2025Q2: 224,198 shares; 2025Q3: 227,687 shares; 2025Q4: 231,179 shares; 2026Q1: 239,252 shares 239,252 $23.4M 1.72% +8,073 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: 328,933 shares; 2024Q4: 333,389 shares; 2025Q1: 288,183 shares; 2025Q2: 303,652 shares; 2025Q3: 312,881 shares; 2025Q4: 318,290 shares; 2026Q1: 314,670 shares 314,670 $22.1M 1.62% -3,620 Timeline FCOM 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: 277,504 shares; 2025Q2: 289,689 shares; 2025Q3: 348,045 shares; 2025Q4: 362,496 shares; 2026Q1: 317,719 shares 317,719 $21.6M 1.59% -44,777 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: 190,869 shares; 2024Q4: 207,665 shares; 2025Q1: 206,875 shares; 2025Q2: 176,343 shares; 2025Q3: 172,869 shares; 2025Q4: 176,491 shares; 2026Q1: 183,680 shares 183,680 $19.5M 1.43% +7,189 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: 501,108 shares; 2024Q4: 504,885 shares; 2025Q1: 510,754 shares; 2025Q2: 538,466 shares; 2025Q3: 253,694 shares; 2025Q4: 168,754 shares; 2026Q1: 136,206 shares 136,206 $16.9M 1.24% -32,548 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: 48,917 shares; 2024Q4: 31,746 shares; 2025Q1: 31,867 shares; 2025Q2: 28,579 shares; 2025Q3: 26,063 shares; 2025Q4: 23,950 shares; 2026Q1: 27,239 shares 27,239 $16.3M 1.2% +3,289 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,943 shares; 2024Q4: 277,953 shares; 2025Q1: 238,692 shares; 2025Q2: 227,625 shares; 2025Q3: 228,755 shares; 2025Q4: 219,540 shares; 2026Q1: 214,845 shares 214,845 $15.6M 1.15% -4,695 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: 57,708 shares; 2024Q4: 58,021 shares; 2025Q1: 55,768 shares; 2025Q2: 55,842 shares; 2025Q3: 59,542 shares; 2025Q4: 59,763 shares; 2026Q1: 59,623 shares 59,623 $15.1M 1.11% -140 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,922 shares; 2024Q4: 287,085 shares; 2025Q1: 298,150 shares; 2025Q2: 259,927 shares; 2025Q3: 295,143 shares; 2025Q4: 349,497 shares; 2026Q1: 497,504 shares 497,504 $13.5M 1% +148,007 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: 75,800 shares; 2025Q2: 399,620 shares; 2025Q3: 456,071 shares; 2025Q4: 1,247 shares; 2026Q1: 514,102 shares 514,102 $13.5M 0.99% +512,855 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,924 shares; 2025Q2: 223,173 shares; 2025Q3: 233,802 shares; 2025Q4: 262,585 shares; 2026Q1: 270,482 shares 270,482 $13.4M 0.98% +7,897 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: 131,926 shares; 2024Q4: 134,217 shares; 2025Q1: 132,296 shares; 2025Q2: 132,737 shares; 2025Q3: 138,891 shares; 2025Q4: 140,970 shares; 2026Q1: 144,662 shares 144,662 $13.3M 0.98% +3,692 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,877 shares; 2024Q4: 109,420 shares; 2025Q1: 33,581 shares; 2025Q2: 35,339 shares; 2025Q3: 113,245 shares; 2025Q4: 117,655 shares; 2026Q1: 40,355 shares 40,355 $12.8M 0.94% -77,300 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: 274,801 shares; 2024Q4: 280,078 shares; 2025Q1: 278,159 shares; 2025Q2: 287,942 shares; 2025Q3: 301,141 shares; 2025Q4: 302,833 shares; 2026Q1: 319,644 shares 319,644 $12.7M 0.93% +16,811 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: 452,944 shares; 2024Q4: 468,759 shares; 2025Q1: 468,828 shares; 2025Q2: 477,957 shares; 2025Q3: 259,235 shares; 2025Q4: 176,739 shares; 2026Q1: 160,057 shares 160,057 $11.2M 0.82% -16,682 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: 30,452 shares; 2024Q4: 30,620 shares; 2025Q1: 32,119 shares; 2025Q2: 31,992 shares; 2025Q3: 34,112 shares; 2025Q4: 37,371 shares; 2026Q1: 37,271 shares 37,271 $10.7M 0.79% -100 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,664 shares; 2024Q4: 158,760 shares; 2025Q1: 159,957 shares; 2025Q2: 164,718 shares; 2025Q3: 184,541 shares; 2025Q4: 184,531 shares; 2026Q1: 188,280 shares 188,280 $10.4M 0.77% +3,749 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,333 shares; 2024Q4: 221,935 shares; 2025Q1: 228,530 shares; 2025Q2: 308,869 shares; 2025Q3: 352,200 shares; 2025Q4: 379,218 shares; 2026Q1: 379,865 shares 379,865 $9.16M 0.67% +647 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: 19,404 shares; 2024Q4: 28,249 shares; 2025Q1: 34,068 shares; 2025Q2: 37,608 shares; 2025Q3: 39,416 shares; 2025Q4: 41,120 shares; 2026Q1: 41,211 shares 41,211 $8.58M 0.63% +91 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: 38,718 shares; 2024Q4: 40,386 shares; 2025Q1: 43,273 shares; 2025Q2: 40,212 shares; 2025Q3: 44,617 shares; 2025Q4: 44,039 shares; 2026Q1: 43,759 shares 43,759 $7.63M 0.56% -280 Timeline VPLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,146 shares; 2025Q3: 32,188 shares; 2025Q4: 42,267 shares; 2026Q1: 97,154 shares 97,154 $7.54M 0.55% +54,887 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,765 shares; 2024Q4: 17,893 shares; 2025Q1: 18,376 shares; 2025Q2: 18,381 shares; 2025Q3: 133,256 shares; 2025Q4: 240,381 shares; 2026Q1: 286,653 shares 286,653 $7.34M 0.54% +46,272 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,924 shares; 2024Q4: 87,747 shares; 2025Q1: 95,566 shares; 2025Q2: 97,483 shares; 2025Q3: 97,657 shares; 2025Q4: 107,963 shares; 2026Q1: 192,746 shares 192,746 $7.17M 0.53% +84,783 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: not reported; 2024Q4: not reported; 2025Q1: 7,232 shares; 2025Q2: 9,837 shares; 2025Q3: 151,841 shares; 2025Q4: 148,911 shares; 2026Q1: 166,713 shares 166,713 $7.09M 0.52% +17,802 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: 35,481 shares; 2024Q4: 35,723 shares; 2025Q1: 31,611 shares; 2025Q2: 13,069 shares; 2025Q3: 13,024 shares; 2025Q4: 12,753 shares; 2026Q1: 12,076 shares 12,076 $6.97M 0.51% -677 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: 20,444 shares; 2024Q4: 16,582 shares; 2025Q1: 17,172 shares; 2025Q2: 16,572 shares; 2025Q3: 17,006 shares; 2025Q4: 15,218 shares; 2026Q1: 15,915 shares 15,915 $6.95M 0.51% +697 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: 33,865 shares; 2024Q4: 33,393 shares; 2025Q1: 32,958 shares; 2025Q2: 33,077 shares; 2025Q3: 32,865 shares; 2025Q4: 33,036 shares; 2026Q1: 32,184 shares 32,184 $6.8M 0.5% -852 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,556 shares; 2024Q4: 34,775 shares; 2025Q1: 33,707 shares; 2025Q2: 33,841 shares; 2025Q3: 15,509 shares; 2025Q4: 15,541 shares; 2026Q1: 33,137 shares 33,137 $6.5M 0.48% +17,596 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: 31,433 shares; 2024Q4: 31,582 shares; 2025Q1: 31,581 shares; 2025Q2: 32,216 shares; 2025Q3: 31,965 shares; 2025Q4: 31,317 shares; 2026Q1: 31,114 shares 31,114 $6.4M 0.47% -203 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,216 shares; 2024Q4: 408,573 shares; 2025Q1: 1,113,568 shares; 2025Q2: 1,114,952 shares; 2025Q3: 1,084,004 shares; 2025Q4: 1,079,089 shares; 2026Q1: 133,915 shares 133,915 $6.25M 0.46% -945,174 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: 89,718 shares; 2025Q4: 81,810 shares; 2026Q1: 166,236 shares 166,236 $5.5M 0.4% +84,426 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 9,533 shares; 2025Q4: 25,948 shares; 2026Q1: 139,323 shares 139,323 $5.04M 0.37% +113,375 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,876 shares; 2025Q1: 70,782 shares; 2025Q2: 51,945 shares; 2025Q3: 50,721 shares; 2025Q4: 42,588 shares; 2026Q1: 43,130 shares 43,130 $4.84M 0.36% +542 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,193 shares; 2025Q1: 3,055 shares; 2025Q2: 22,970 shares; 2025Q3: 21,143 shares; 2025Q4: 22,951 shares; 2026Q1: 22,041 shares 22,041 $4.82M 0.35% -910 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: 13,688 shares; 2024Q4: 13,592 shares; 2025Q1: 13,008 shares; 2025Q2: 15,578 shares; 2025Q3: 15,214 shares; 2025Q4: 15,226 shares; 2026Q1: 14,935 shares 14,935 $4.79M 0.35% -291 Timeline TFLR 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: 91,933 shares 91,933 $4.63M 0.34% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,616 shares; 2024Q4: 27,536 shares; 2025Q1: 26,326 shares; 2025Q2: 28,767 shares; 2025Q3: 28,868 shares; 2025Q4: 29,037 shares; 2026Q1: 40,867 shares 40,867 $4.54M 0.33% +11,830 Timeline SPHY 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: 174,091 shares; 2025Q4: 168,613 shares; 2026Q1: 192,133 shares 192,133 $4.48M 0.33% +23,520 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: 81,613 shares; 2024Q4: 71,683 shares; 2025Q1: 65,869 shares; 2025Q2: 55,192 shares; 2025Q3: 54,005 shares; 2025Q4: 52,956 shares; 2026Q1: 51,926 shares 51,926 $4.43M 0.33% -1,030 Timeline FIDU 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: 3,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,344 shares 50,344 $4.36M 0.32% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,610 shares 23,610 $4.29M 0.32% new Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,361 shares 36,361 $4.23M 0.31% new 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: 68,556 shares; 2024Q4: 69,207 shares; 2025Q1: 67,548 shares; 2025Q2: 86,992 shares; 2025Q3: 81,489 shares; 2025Q4: 81,691 shares; 2026Q1: 82,697 shares 82,697 $4.13M 0.3% +1,006 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,535 shares; 2024Q4: 69,318 shares; 2025Q1: 67,824 shares; 2025Q2: 81,108 shares; 2025Q3: 80,723 shares; 2025Q4: 81,374 shares; 2026Q1: 81,712 shares 81,712 $4.08M 0.3% +338 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,068 shares; 2024Q4: 98,337 shares; 2025Q1: 96,333 shares; 2025Q2: 96,110 shares; 2025Q3: 99,428 shares; 2025Q4: 93,423 shares; 2026Q1: 87,818 shares 87,818 $4M 0.29% -5,605 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: 94,671 shares; 2024Q4: 120,963 shares; 2025Q1: 126,916 shares; 2025Q2: 131,004 shares; 2025Q3: 64,736 shares; 2025Q4: 65,649 shares; 2026Q1: 64,798 shares 64,798 $3.67M 0.27% -851 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,469 shares; 2025Q1: 30,018 shares; 2025Q2: 33,680 shares; 2025Q3: 32,905 shares; 2025Q4: 27,769 shares; 2026Q1: 24,850 shares 24,850 $3.6M 0.26% -2,919 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: 21,090 shares; 2024Q4: 70,160 shares; 2025Q1: 44,224 shares; 2025Q2: 44,908 shares; 2025Q3: 40,733 shares; 2025Q4: 41,772 shares; 2026Q1: 43,337 shares 43,337 $3.44M 0.25% +1,565 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: 9,492 shares; 2024Q4: 10,538 shares; 2025Q1: 12,962 shares; 2025Q2: 12,980 shares; 2025Q3: 12,815 shares; 2025Q4: 11,660 shares; 2026Q1: 11,309 shares 11,309 $3.33M 0.24% -351 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 41,041 shares; 2025Q3: 47,024 shares; 2025Q4: 53,748 shares; 2026Q1: 58,914 shares 58,914 $3.24M 0.24% +5,166 Timeline ITM 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: 47,727 shares; 2024Q4: 47,966 shares; 2025Q1: 45,134 shares; 2025Q2: 53,270 shares; 2025Q3: 57,699 shares; 2025Q4: 62,990 shares; 2026Q1: 62,041 shares 62,041 $2.88M 0.21% -949 Timeline BALT 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: 80,519 shares; 2025Q4: 83,300 shares; 2026Q1: 86,074 shares 86,074 $2.88M 0.21% +2,774 Timeline HYZD 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: 114,049 shares; 2025Q1: 108,129 shares; 2025Q2: 68,604 shares; 2025Q3: 112,475 shares; 2025Q4: 118,123 shares; 2026Q1: 128,704 shares 128,704 $2.83M 0.21% +10,581 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: 14,760 shares; 2024Q4: 15,137 shares; 2025Q1: 16,052 shares; 2025Q2: 16,978 shares; 2025Q3: 18,031 shares; 2025Q4: 17,275 shares; 2026Q1: 16,126 shares 16,126 $2.74M 0.2% -1,149 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: not reported; 2025Q1: not reported; 2025Q2: 27,568 shares; 2025Q3: 70,260 shares; 2025Q4: 91,972 shares; 2026Q1: 97,596 shares 97,596 $2.65M 0.19% +5,624 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: 15,750 shares; 2024Q4: 15,447 shares; 2025Q1: 15,963 shares; 2025Q2: 17,319 shares; 2025Q3: 18,222 shares; 2025Q4: 17,996 shares; 2026Q1: 17,816 shares 17,816 $2.64M 0.19% -180 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: 32,308 shares; 2024Q4: 32,589 shares; 2025Q1: 27,669 shares; 2025Q2: 24,141 shares; 2025Q3: 24,480 shares; 2025Q4: 24,984 shares; 2026Q1: 26,260 shares 26,260 $2.63M 0.19% +1,276 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: 232,822 shares; 2024Q4: 42,714 shares; 2025Q1: 38,585 shares; 2025Q2: 37,386 shares; 2025Q3: 35,592 shares; 2025Q4: 33,890 shares; 2026Q1: 26,754 shares 26,754 $2.36M 0.17% -7,136 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,489 shares; 2024Q4: 20,840 shares; 2025Q1: 21,652 shares; 2025Q2: 21,976 shares; 2025Q3: 23,484 shares; 2025Q4: 24,359 shares; 2026Q1: 26,051 shares 26,051 $2.16M 0.16% +1,692 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: 69,130 shares; 2024Q4: 74,180 shares; 2025Q1: 74,972 shares; 2025Q2: 78,007 shares; 2025Q3: 79,858 shares; 2025Q4: 83,349 shares; 2026Q1: 84,925 shares 84,925 $2.03M 0.15% +1,576 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: 22,266 shares; 2024Q4: 21,437 shares; 2025Q1: 23,549 shares; 2025Q2: 158,747 shares; 2025Q3: 24,245 shares; 2025Q4: 21,328 shares; 2026Q1: 23,363 shares 23,363 $2.02M 0.15% +2,035 Timeline VNLA 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: 31,084 shares; 2024Q4: 31,550 shares; 2025Q1: 30,726 shares; 2025Q2: 32,133 shares; 2025Q3: 34,309 shares; 2025Q4: 36,250 shares; 2026Q1: 40,898 shares 40,898 $2M 0.15% +4,648 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: 18,238 shares; 2024Q4: 18,103 shares; 2025Q1: 17,609 shares; 2025Q2: 18,102 shares; 2025Q3: 19,680 shares; 2025Q4: 16,511 shares; 2026Q1: 16,264 shares 16,264 $1.97M 0.14% -247 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: 6,199 shares; 2024Q4: 6,242 shares; 2025Q1: 5,949 shares; 2025Q2: 5,907 shares; 2025Q3: 7,006 shares; 2025Q4: 7,036 shares; 2026Q1: 6,813 shares 6,813 $1.95M 0.14% -223 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,470 shares; 2024Q4: 67,218 shares; 2025Q1: 79,339 shares; 2025Q2: 89,874 shares; 2025Q3: 108,051 shares; 2025Q4: 112,156 shares; 2026Q1: 111,392 shares 111,392 $1.91M 0.14% -764 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,533 shares; 2024Q4: 24,838 shares; 2025Q1: 23,660 shares; 2025Q2: 23,201 shares; 2025Q3: 20,690 shares; 2025Q4: 16,923 shares; 2026Q1: 19,646 shares 19,646 $1.88M 0.14% +2,723 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,226 shares; 2025Q4: 61,894 shares; 2026Q1: 62,479 shares 62,479 $1.79M 0.13% +585 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: 2,675 shares; 2024Q4: 2,396 shares; 2025Q1: 2,381 shares; 2025Q2: 2,390 shares; 2025Q3: 3,035 shares; 2025Q4: 2,921 shares; 2026Q1: 3,089 shares 3,089 $1.77M 0.13% +168 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: not reported; 2025Q1: not reported; 2025Q2: 14,058 shares; 2025Q3: 47,054 shares; 2025Q4: 56,311 shares; 2026Q1: 65,658 shares 65,658 $1.66M 0.12% +9,347 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 56,345 shares; 2025Q1: 45,459 shares; 2025Q2: 63,195 shares; 2025Q3: 57,877 shares; 2025Q4: 49,807 shares; 2026Q1: 49,026 shares 49,026 $1.59M 0.12% -781 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,352 shares; 2025Q4: 25,087 shares; 2026Q1: 44,008 shares 44,008 $1.57M 0.12% +18,921 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: not reported; 2024Q4: not reported; 2025Q1: 10,267 shares; 2025Q2: 16,578 shares; 2025Q3: 23,331 shares; 2025Q4: 32,943 shares; 2026Q1: 45,361 shares 45,361 $1.56M 0.11% +12,418 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: 46,485 shares; 2024Q4: 39,118 shares; 2025Q1: 51,530 shares; 2025Q2: 55,284 shares; 2025Q3: 56,580 shares; 2025Q4: 54,465 shares; 2026Q1: 53,798 shares 53,798 $1.56M 0.11% -667 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,764 shares; 2025Q1: 3,481 shares; 2025Q2: 3,376 shares; 2025Q3: 3,720 shares; 2025Q4: 3,297 shares; 2026Q1: 3,172 shares 3,172 $1.52M 0.11% -125 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,064 shares; 2024Q4: 72,623 shares; 2025Q1: 77,849 shares; 2025Q2: 82,539 shares; 2025Q3: 53,467 shares; 2025Q4: 37,560 shares; 2026Q1: 41,083 shares 41,083 $1.51M 0.11% +3,523 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,354 shares; 2025Q4: 45,735 shares; 2026Q1: 51,543 shares 51,543 $1.5M 0.11% +5,808 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: 13,444 shares; 2024Q4: 12,598 shares; 2025Q1: 11,753 shares; 2025Q2: 12,119 shares; 2025Q3: 12,045 shares; 2025Q4: 12,165 shares; 2026Q1: 11,022 shares 11,022 $1.46M 0.11% -1,143 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: 8,882 shares; 2025Q2: 14,937 shares; 2025Q3: 25,275 shares; 2025Q4: 32,863 shares; 2026Q1: 37,355 shares 37,355 $1.44M 0.11% +4,492 Timeline GSLC 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: 9,054 shares; 2024Q4: 9,883 shares; 2025Q1: 10,649 shares; 2025Q2: 12,315 shares; 2025Q3: 12,302 shares; 2025Q4: 11,350 shares; 2026Q1: 11,448 shares 11,448 $1.43M 0.11% +98 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,663 shares; 2024Q4: 19,870 shares; 2025Q1: 22,632 shares; 2025Q2: 24,383 shares; 2025Q3: 17,924 shares; 2025Q4: 12,002 shares; 2026Q1: 9,505 shares 9,505 $1.38M 0.1% -2,497 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,455 shares 5,455 $1.37M 0.1% new Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,337 shares; 2025Q1: not reported; 2025Q2: 14,426 shares; 2025Q3: 10,443 shares; 2025Q4: 26,344 shares; 2026Q1: 33,324 shares 33,324 $1.36M 0.1% +6,980 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: 27,292 shares; 2024Q4: 27,948 shares; 2025Q1: 28,485 shares; 2025Q2: 29,117 shares; 2025Q3: 30,169 shares; 2025Q4: 30,926 shares; 2026Q1: 31,590 shares 31,590 $1.34M 0.1% +664 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,915 shares; 2024Q4: 16,633 shares; 2025Q1: 12,087 shares; 2025Q2: 13,914 shares; 2025Q3: 14,249 shares; 2025Q4: 14,424 shares; 2026Q1: 13,292 shares 13,292 $1.34M 0.1% -1,132 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: 21,702 shares; 2024Q4: 21,866 shares; 2025Q1: 21,570 shares; 2025Q2: 22,273 shares; 2025Q3: 22,867 shares; 2025Q4: 24,078 shares; 2026Q1: 27,236 shares 27,236 $1.32M 0.1% +3,158 Timeline TPLC 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: 17,501 shares; 2024Q4: 18,224 shares; 2025Q1: 18,568 shares; 2025Q2: 20,028 shares; 2025Q3: 24,850 shares; 2025Q4: 25,684 shares; 2026Q1: 28,058 shares 28,058 $1.3M 0.1% +2,374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,777 shares; 2025Q4: 43,164 shares; 2026Q1: 62,691 shares 62,691 $1.29M 0.1% +19,527 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 12,189 shares; 2026Q1: 15,985 shares 15,985 $1.29M 0.09% +3,796 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: 10,163 shares; 2024Q4: 10,579 shares; 2025Q1: 13,378 shares; 2025Q2: 13,887 shares; 2025Q3: 84,031 shares; 2025Q4: 87,119 shares; 2026Q1: 24,923 shares 24,923 $1.27M 0.09% -62,196 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: 8,448 shares; 2024Q4: 7,849 shares; 2025Q1: 4,991 shares; 2025Q2: 4,795 shares; 2025Q3: 4,847 shares; 2025Q4: 4,841 shares; 2026Q1: 4,842 shares 4,842 $1.27M 0.09% +1 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: 4,680 shares; 2024Q4: 3,698 shares; 2025Q1: 4,284 shares; 2025Q2: 2,795 shares; 2025Q3: 4,491 shares; 2025Q4: 4,091 shares; 2026Q1: 4,025 shares 4,025 $1.25M 0.09% -66 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: 9,006 shares; 2024Q4: 7,843 shares; 2025Q1: 7,569 shares; 2025Q2: 8,736 shares; 2025Q3: 7,986 shares; 2025Q4: 8,358 shares; 2026Q1: 9,810 shares 9,810 $1.22M 0.09% +1,452 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: 527 shares; 2024Q4: not reported; 2025Q1: 1,553 shares; 2025Q2: 1,836 shares; 2025Q3: 1,830 shares; 2025Q4: 1,678 shares; 2026Q1: 1,709 shares 1,709 $1.21M 0.09% +31 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: 5,710 shares; 2024Q4: 5,709 shares; 2025Q1: 5,251 shares; 2025Q2: 5,262 shares; 2025Q3: 5,459 shares; 2025Q4: 5,273 shares; 2026Q1: 5,785 shares 5,785 $1.2M 0.09% +512 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,464 shares; 2025Q1: 5,084 shares; 2025Q2: 5,076 shares; 2025Q3: 6,205 shares; 2025Q4: 4,970 shares; 2026Q1: 4,894 shares 4,894 $1.2M 0.09% -76 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: 22,090 shares; 2024Q4: 22,232 shares; 2025Q1: 18,022 shares; 2025Q2: 19,459 shares; 2025Q3: 19,224 shares; 2025Q4: 19,177 shares; 2026Q1: 19,020 shares 19,020 $1.19M 0.09% -157 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: not reported; 2024Q4: not reported; 2025Q1: 12,981 shares; 2025Q2: 17,446 shares; 2025Q3: 20,625 shares; 2025Q4: 41,867 shares; 2026Q1: 52,885 shares 52,885 $1.18M 0.09% +11,018 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: 16,189 shares; 2024Q4: 16,278 shares; 2025Q1: 15,798 shares; 2025Q2: 15,842 shares; 2025Q3: 15,593 shares; 2025Q4: 15,593 shares; 2026Q1: 15,593 shares 15,593 $1.17M 0.09% 0 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: 3,057 shares; 2024Q4: 3,038 shares; 2025Q1: 4,641 shares; 2025Q2: 4,430 shares; 2025Q3: 5,631 shares; 2025Q4: 5,281 shares; 2026Q1: 4,773 shares 4,773 $1.16M 0.09% -508 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: not reported; 2024Q4: 5,614 shares; 2025Q1: not reported; 2025Q2: 13,652 shares; 2025Q3: 15,243 shares; 2025Q4: 21,409 shares; 2026Q1: 28,432 shares 28,432 $1.14M 0.08% +7,023 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: 29,698 shares; 2024Q4: 8,384 shares; 2025Q1: 48,305 shares; 2025Q2: 42,619 shares; 2025Q3: 16,518 shares; 2025Q4: 12,358 shares; 2026Q1: 13,979 shares 13,979 $1.11M 0.08% +1,621 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,955 shares; 2025Q4: 13,085 shares; 2026Q1: 11,528 shares 11,528 $1.08M 0.08% -1,557 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,534 shares; 2024Q4: 12,621 shares; 2025Q1: 12,469 shares; 2025Q2: 17,655 shares; 2025Q3: 18,780 shares; 2025Q4: 19,408 shares; 2026Q1: 21,405 shares 21,405 $1.08M 0.08% +1,997 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: 380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 271 shares; 2025Q3: 1,529 shares; 2025Q4: 14,787 shares; 2026Q1: 11,070 shares 11,070 $1.06M 0.08% -3,717 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,138 shares; 2025Q1: 17,173 shares; 2025Q2: 25,284 shares; 2025Q3: 27,834 shares; 2025Q4: 32,396 shares; 2026Q1: 34,184 shares 34,184 $1.06M 0.08% +1,788 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,042 shares; 2024Q4: 8,182 shares; 2025Q1: 8,521 shares; 2025Q2: 14,546 shares; 2025Q3: 14,053 shares; 2025Q4: 19,705 shares; 2026Q1: 19,763 shares 19,763 $1.03M 0.08% +58 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,332 shares; 2024Q4: 19,935 shares; 2025Q1: 16,672 shares; 2025Q2: 16,900 shares; 2025Q3: 15,473 shares; 2025Q4: 11,304 shares; 2026Q1: 10,828 shares 10,828 $1.02M 0.07% -476 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,429 shares; 2025Q4: 38,187 shares; 2026Q1: 38,523 shares 38,523 $1.01M 0.07% +336 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,327 shares; 2025Q3: 18,158 shares; 2025Q4: 22,970 shares; 2026Q1: 27,735 shares 27,735 $996K 0.07% +4,765 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: 4,943 shares; 2024Q4: 4,876 shares; 2025Q1: 3,488 shares; 2025Q2: 3,540 shares; 2025Q3: 4,216 shares; 2025Q4: 4,547 shares; 2026Q1: 4,603 shares 4,603 $990K 0.07% +56 Timeline EMHC 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: 36,682 shares; 2025Q4: 35,909 shares; 2026Q1: 39,128 shares 39,128 $970K 0.07% +3,219 Timeline DON 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: 16,937 shares; 2024Q4: 16,684 shares; 2025Q1: 15,493 shares; 2025Q2: 17,592 shares; 2025Q3: 17,647 shares; 2025Q4: 18,611 shares; 2026Q1: 18,235 shares 18,235 $958K 0.07% -376 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,705 shares; 2024Q4: 13,388 shares; 2025Q1: 14,105 shares; 2025Q2: 15,872 shares; 2025Q3: 17,507 shares; 2025Q4: 17,367 shares; 2026Q1: 17,299 shares 17,299 $921K 0.07% -68 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 11,616 shares; 2025Q1: 12,231 shares; 2025Q2: 10,813 shares; 2025Q3: 14,694 shares; 2025Q4: 19,725 shares; 2026Q1: 23,677 shares 23,677 $917K 0.07% +3,952 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,399 shares; 2024Q4: 22,829 shares; 2025Q1: 22,226 shares; 2025Q2: 22,267 shares; 2025Q3: 23,085 shares; 2025Q4: 21,309 shares; 2026Q1: 21,922 shares 21,922 $901K 0.07% +613 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: 4,075 shares; 2024Q4: 4,048 shares; 2025Q1: 3,914 shares; 2025Q2: 3,926 shares; 2025Q3: 3,938 shares; 2025Q4: 3,950 shares; 2026Q1: 3,739 shares 3,739 $884K 0.06% -211 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: 15,060 shares; 2024Q4: 15,345 shares; 2025Q1: 17,920 shares; 2025Q2: 18,492 shares; 2025Q3: 7,014 shares; 2025Q4: 9,087 shares; 2026Q1: 10,671 shares 10,671 $881K 0.06% +1,584 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: 1,739 shares; 2024Q4: 1,779 shares; 2025Q1: 1,461 shares; 2025Q2: 1,647 shares; 2025Q3: 1,452 shares; 2025Q4: 1,458 shares; 2026Q1: 1,433 shares 1,433 $866K 0.06% -25 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: 8,720 shares; 2024Q4: 8,936 shares; 2025Q1: 8,631 shares; 2025Q2: 8,698 shares; 2025Q3: 8,591 shares; 2025Q4: 8,505 shares; 2026Q1: 8,823 shares 8,823 $862K 0.06% +318 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,698 shares; 2024Q4: 40,370 shares; 2025Q1: 39,647 shares; 2025Q2: 40,288 shares; 2025Q3: 27,219 shares; 2025Q4: 20,564 shares; 2026Q1: 19,021 shares 19,021 $857K 0.06% -1,543 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,809 shares; 2025Q1: 6,886 shares; 2025Q2: 5,717 shares; 2025Q3: 5,959 shares; 2025Q4: 6,759 shares; 2026Q1: 7,716 shares 7,716 $846K 0.06% +957 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: 5,882 shares; 2024Q4: 7,074 shares; 2025Q1: 6,809 shares; 2025Q2: 6,873 shares; 2025Q3: 31,201 shares; 2025Q4: 1,287 shares; 2026Q1: 1,290 shares 1,290 $839K 0.06% +3 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: 158,247 shares; 2024Q4: 164,949 shares; 2025Q1: 17,806 shares; 2025Q2: 12,679 shares; 2025Q3: 13,225 shares; 2025Q4: 7,716 shares; 2026Q1: 11,700 shares 11,700 $823K 0.06% +3,984 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: 4,372 shares; 2024Q4: 4,467 shares; 2025Q1: 4,021 shares; 2025Q2: 3,861 shares; 2025Q3: 4,591 shares; 2025Q4: 6,019 shares; 2026Q1: 6,044 shares 6,044 $820K 0.06% +25 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,196 shares; 2025Q4: 3,414 shares; 2026Q1: 2,424 shares 2,424 $819K 0.06% -990 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: 110,584 shares; 2024Q4: 114,245 shares; 2025Q1: 2,586 shares; 2025Q2: 2,560 shares; 2025Q3: 4,072 shares; 2025Q4: 112,649 shares; 2026Q1: 3,883 shares 3,883 $808K 0.06% -108,766 Timeline BIBL 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: 30,943 shares; 2024Q4: 31,897 shares; 2025Q1: 32,097 shares; 2025Q2: 36,047 shares; 2025Q3: 35,175 shares; 2025Q4: 36,119 shares; 2026Q1: 17,053 shares 17,053 $804K 0.06% -19,066 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,922 shares; 2025Q1: 3,160 shares; 2025Q2: 3,169 shares; 2025Q3: 3,384 shares; 2025Q4: 3,725 shares; 2026Q1: 4,162 shares 4,162 $803K 0.06% +437 Timeline MGV 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: 6,001 shares; 2024Q4: 5,854 shares; 2025Q1: 5,365 shares; 2025Q2: 5,365 shares; 2025Q3: 5,392 shares; 2025Q4: 5,449 shares; 2026Q1: 5,479 shares 5,479 $794K 0.06% +30 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 10,688 shares; 2025Q1: 10,688 shares; 2025Q2: 13,431 shares; 2025Q3: 13,431 shares; 2025Q4: 10,208 shares; 2026Q1: 10,909 shares 10,909 $781K 0.06% +701 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: 149,760 shares; 2024Q4: 125,075 shares; 2025Q1: 18,800 shares; 2025Q2: 16,259 shares; 2025Q3: 16,443 shares; 2025Q4: 16,448 shares; 2026Q1: 16,316 shares 16,316 $754K 0.06% -132 Timeline QUS 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: 5,160 shares; 2024Q4: 5,157 shares; 2025Q1: 4,536 shares; 2025Q2: 4,627 shares; 2025Q3: 4,705 shares; 2025Q4: 4,359 shares; 2026Q1: 4,359 shares 4,359 $748K 0.06% 0 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: 10,291 shares; 2024Q4: 10,182 shares; 2025Q1: 9,244 shares; 2025Q2: 9,170 shares; 2025Q3: 9,337 shares; 2025Q4: 9,055 shares; 2026Q1: 9,187 shares 9,187 $713K 0.05% +132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,598 shares; 2025Q3: 16,235 shares; 2025Q4: 19,745 shares; 2026Q1: 24,134 shares 24,134 $712K 0.05% +4,389 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 2,823 shares; 2025Q1: 3,130 shares; 2025Q2: 3,909 shares; 2025Q3: 3,982 shares; 2025Q4: 3,629 shares; 2026Q1: 3,202 shares 3,202 $696K 0.05% -427 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: 7,842 shares; 2025Q1: 7,439 shares; 2025Q2: 7,482 shares; 2025Q3: 7,044 shares; 2025Q4: 7,361 shares; 2026Q1: 7,523 shares 7,523 $684K 0.05% +162 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,443 shares; 2024Q4: 3,204 shares; 2025Q1: 3,197 shares; 2025Q2: 3,099 shares; 2025Q3: 2,768 shares; 2025Q4: 2,779 shares; 2026Q1: 2,752 shares 2,752 $680K 0.05% -27 Timeline INTC INTEL CORP More: the full row for INTEL 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: 6,382 shares; 2025Q4: 12,027 shares; 2026Q1: 15,252 shares 15,252 $673K 0.05% +3,225 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 9,863 shares; 2025Q1: 9,573 shares; 2025Q2: 9,643 shares; 2025Q3: 20,649 shares; 2025Q4: 17,743 shares; 2026Q1: 17,083 shares 17,083 $662K 0.05% -660 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: not reported; 2024Q4: not reported; 2025Q1: 12,157 shares; 2025Q2: 12,676 shares; 2025Q3: 15,190 shares; 2025Q4: 15,496 shares; 2026Q1: 12,865 shares 12,865 $646K 0.05% -2,631 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: 7,061 shares; 2024Q4: 19,929 shares; 2025Q1: 19,981 shares; 2025Q2: 19,685 shares; 2025Q3: 19,761 shares; 2025Q4: 20,935 shares; 2026Q1: 20,841 shares 20,841 $645K 0.05% -94 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,790 shares; 2025Q3: 9,824 shares; 2025Q4: 9,938 shares; 2026Q1: 10,000 shares 10,000 $641K 0.05% +62 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,803 shares; 2025Q1: 5,549 shares; 2025Q2: 6,921 shares; 2025Q3: 8,072 shares; 2025Q4: 8,448 shares; 2026Q1: 8,505 shares 8,505 $634K 0.05% +57 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,583 shares; 2025Q4: 1,572 shares; 2026Q1: 1,464 shares 1,464 $630K 0.05% -108 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: 2,187 shares; 2024Q4: 2,417 shares; 2025Q1: 2,509 shares; 2025Q2: 2,624 shares; 2025Q3: 3,232 shares; 2025Q4: 5,009 shares; 2026Q1: 3,086 shares 3,086 $628K 0.05% -1,923 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,570 shares; 2025Q1: 6,615 shares; 2025Q2: 6,226 shares; 2025Q3: 5,608 shares; 2025Q4: 5,152 shares; 2026Q1: 5,132 shares 5,132 $617K 0.05% -20 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: 12,674 shares; 2024Q4: 13,241 shares; 2025Q1: 7,549 shares; 2025Q2: 7,557 shares; 2025Q3: 9,412 shares; 2025Q4: 9,286 shares; 2026Q1: 9,193 shares 9,193 $617K 0.05% -93 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,652 shares; 2024Q4: 7,526 shares; 2025Q1: 7,286 shares; 2025Q2: 7,287 shares; 2025Q3: 7,067 shares; 2025Q4: 6,979 shares; 2026Q1: 8,199 shares 8,199 $611K 0.04% +1,220 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: 4,375 shares; 2024Q4: 4,322 shares; 2025Q1: 4,405 shares; 2025Q2: 3,734 shares; 2025Q3: 3,786 shares; 2025Q4: 3,720 shares; 2026Q1: 4,383 shares 4,383 $611K 0.04% +663 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,154 shares; 2025Q3: 4,188 shares; 2025Q4: 4,137 shares; 2026Q1: 7,444 shares 7,444 $600K 0.04% +3,307 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: not reported; 2024Q4: 6,356 shares; 2025Q1: 8,001 shares; 2025Q2: 8,869 shares; 2025Q3: 4,088 shares; 2025Q4: 10,025 shares; 2026Q1: 10,105 shares 10,105 $597K 0.04% +80 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: not reported; 2024Q4: 812 shares; 2025Q1: 1,389 shares; 2025Q2: 1,085 shares; 2025Q3: 1,874 shares; 2025Q4: 1,842 shares; 2026Q1: 1,590 shares 1,590 $591K 0.04% -252 Timeline BLES 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: 11,873 shares; 2024Q4: 12,461 shares; 2025Q1: 12,973 shares; 2025Q2: 14,051 shares; 2025Q3: 14,111 shares; 2025Q4: 13,984 shares; 2026Q1: 13,204 shares 13,204 $586K 0.04% -780 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,320 shares; 2025Q1: 4,222 shares; 2025Q2: 4,142 shares; 2025Q3: 5,028 shares; 2025Q4: 4,900 shares; 2026Q1: 5,019 shares 5,019 $569K 0.04% +119 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,670 shares; 2026Q1: 2,602 shares 2,602 $556K 0.04% -68 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,906 shares; 2025Q1: 4,991 shares; 2025Q2: 4,995 shares; 2025Q3: 4,988 shares; 2025Q4: 5,967 shares; 2026Q1: 4,861 shares 4,861 $550K 0.04% -1,106 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 3,040 shares; 2025Q1: 3,038 shares; 2025Q2: 3,049 shares; 2025Q3: 3,092 shares; 2025Q4: 3,091 shares; 2026Q1: 3,107 shares 3,107 $539K 0.04% +16 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: 13,812 shares; 2024Q4: 14,802 shares; 2025Q1: 15,109 shares; 2025Q2: 16,383 shares; 2025Q3: 12,480 shares; 2025Q4: 12,551 shares; 2026Q1: 12,625 shares 12,625 $536K 0.04% +74 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: 812 shares; 2024Q4: 676 shares; 2025Q1: 607 shares; 2025Q2: 963 shares; 2025Q3: 1,096 shares; 2025Q4: 1,127 shares; 2026Q1: 1,064 shares 1,064 $531K 0.04% -63 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: 1,854 shares; 2024Q4: 1,868 shares; 2025Q1: 1,983 shares; 2025Q2: 1,783 shares; 2025Q3: 1,787 shares; 2025Q4: 1,601 shares; 2026Q1: 1,582 shares 1,582 $520K 0.04% -19 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: 1,274 shares; 2024Q4: 1,348 shares; 2025Q1: 1,536 shares; 2025Q2: 3,004 shares; 2025Q3: 3,161 shares; 2025Q4: 2,341 shares; 2026Q1: 1,827 shares 1,827 $518K 0.04% -514 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 1,317 shares; 2025Q4: 1,295 shares; 2026Q1: 1,301 shares 1,301 $510K 0.04% +6 Timeline CSB 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: 27,234 shares; 2024Q4: 18,773 shares; 2025Q1: 18,695 shares; 2025Q2: 20,223 shares; 2025Q3: 18,049 shares; 2025Q4: 9,209 shares; 2026Q1: 7,950 shares 7,950 $491K 0.04% -1,259 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,136 shares; 2025Q1: 1,068 shares; 2025Q2: 1,072 shares; 2025Q3: 1,076 shares; 2025Q4: 1,079 shares; 2026Q1: 1,346 shares 1,346 $483K 0.04% +267 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: 2,230 shares; 2024Q4: 2,129 shares; 2025Q1: 2,120 shares; 2025Q2: 2,121 shares; 2025Q3: 2,122 shares; 2025Q4: 4,245 shares; 2026Q1: 3,605 shares 3,605 $479K 0.04% -640 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: 444 shares; 2024Q4: 548 shares; 2025Q1: 513 shares; 2025Q2: 381 shares; 2025Q3: 414 shares; 2025Q4: 469 shares; 2026Q1: 516 shares 516 $475K 0.03% +47 Timeline DJAN 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: 7,096 shares; 2025Q2: 9,856 shares; 2025Q3: 11,340 shares; 2025Q4: not reported; 2026Q1: 11,009 shares 11,009 $468K 0.03% new 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: 6,630 shares; 2024Q4: 6,658 shares; 2025Q1: 4,966 shares; 2025Q2: 4,951 shares; 2025Q3: 4,646 shares; 2025Q4: 4,484 shares; 2026Q1: 3,277 shares 3,277 $467K 0.03% -1,207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 466 shares; 2025Q4: 457 shares; 2026Q1: 534 shares 534 $466K 0.03% +77 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: 5,019 shares; 2024Q4: 5,028 shares; 2025Q1: 4,880 shares; 2025Q2: 4,871 shares; 2025Q3: 4,966 shares; 2025Q4: 4,915 shares; 2026Q1: 4,436 shares 4,436 $455K 0.03% -479 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,266 shares; 2025Q1: 3,005 shares; 2025Q2: 3,523 shares; 2025Q3: 50,680 shares; 2025Q4: 55,376 shares; 2026Q1: 2,886 shares 2,886 $455K 0.03% -52,490 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: not reported; 2025Q3: not reported; 2025Q4: 6,066 shares; 2026Q1: 9,789 shares 9,789 $454K 0.03% +3,723 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: 1,733 shares; 2024Q4: 1,741 shares; 2025Q1: 1,705 shares; 2025Q2: 1,713 shares; 2025Q3: 1,720 shares; 2025Q4: 1,635 shares; 2026Q1: 1,849 shares 1,849 $451K 0.03% +214 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: 3,293 shares; 2024Q4: 3,046 shares; 2025Q1: 3,029 shares; 2025Q2: 3,040 shares; 2025Q3: 3,054 shares; 2025Q4: 3,060 shares; 2026Q1: 2,905 shares 2,905 $426K 0.03% -155 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: 10,279 shares; 2024Q4: 10,759 shares; 2025Q1: 8,678 shares; 2025Q2: 8,706 shares; 2025Q3: 9,096 shares; 2025Q4: 8,822 shares; 2026Q1: 8,688 shares 8,688 $424K 0.03% -134 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: 1,435 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares 1,224 $418K 0.03% new 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: 6,509 shares; 2024Q4: 6,791 shares; 2025Q1: 6,837 shares; 2025Q2: 6,908 shares; 2025Q3: 6,979 shares; 2025Q4: 7,069 shares; 2026Q1: 7,112 shares 7,112 $416K 0.03% +43 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: 2,098 shares; 2024Q4: 3,450 shares; 2025Q1: 3,252 shares; 2025Q2: 3,468 shares; 2025Q3: 6,114 shares; 2025Q4: 5,004 shares; 2026Q1: 2,823 shares 2,823 $415K 0.03% -2,181 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: 1,746 shares; 2024Q4: 1,751 shares; 2025Q1: 1,744 shares; 2025Q2: 1,749 shares; 2025Q3: 1,767 shares; 2025Q4: 1,976 shares; 2026Q1: 1,808 shares 1,808 $409K 0.03% -168 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: 2,454 shares; 2024Q4: 3,832 shares; 2025Q1: 3,647 shares; 2025Q2: 2,962 shares; 2025Q3: 3,033 shares; 2025Q4: 3,321 shares; 2026Q1: 3,136 shares 3,136 $404K 0.03% -185 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: 1,459 shares; 2024Q4: 1,480 shares; 2025Q1: 1,464 shares; 2025Q2: 1,350 shares; 2025Q3: 1,253 shares; 2025Q4: 1,256 shares; 2026Q1: 1,214 shares 1,214 $396K 0.03% -42 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 3,125 shares; 2025Q1: 2,876 shares; 2025Q2: 2,711 shares; 2025Q3: 2,906 shares; 2025Q4: 2,718 shares; 2026Q1: 2,665 shares 2,665 $385K 0.03% -53 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: 509 shares; 2024Q4: 421 shares; 2025Q1: 415 shares; 2025Q2: 528 shares; 2025Q3: 486 shares; 2025Q4: 391 shares; 2026Q1: 384 shares 384 $383K 0.03% -7 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,892 shares; 2025Q3: 9,051 shares; 2025Q4: 8,065 shares; 2026Q1: 9,529 shares 9,529 $366K 0.03% +1,464 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: 13,079 shares; 2024Q4: 10,687 shares; 2025Q1: 8,992 shares; 2025Q2: 10,458 shares; 2025Q3: 9,712 shares; 2025Q4: 9,430 shares; 2026Q1: 8,190 shares 8,190 $365K 0.03% -1,240 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: 1,168 shares; 2024Q4: 1,913 shares; 2025Q1: 2,226 shares; 2025Q2: 1,189 shares; 2025Q3: 1,183 shares; 2025Q4: 1,510 shares; 2026Q1: 1,206 shares 1,206 $365K 0.03% -304 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,042 shares; 2025Q4: 2,857 shares; 2026Q1: 2,678 shares 2,678 $364K 0.03% -179 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,149 shares; 2025Q1: 1,126 shares; 2025Q2: 1,120 shares; 2025Q3: 1,175 shares; 2025Q4: 1,148 shares; 2026Q1: 1,257 shares 1,257 $361K 0.03% +109 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: 13,144 shares; 2024Q4: 43,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,990 shares; 2025Q4: 11,258 shares; 2026Q1: 11,679 shares 11,679 $358K 0.03% +421 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: 731 shares; 2025Q1: 883 shares; 2025Q2: 969 shares; 2025Q3: 917 shares; 2025Q4: 556 shares; 2026Q1: 417 shares 417 $353K 0.03% -139 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: 2,866 shares; 2024Q4: 2,866 shares; 2025Q1: 2,866 shares; 2025Q2: 2,936 shares; 2025Q3: 2,936 shares; 2025Q4: 2,936 shares; 2026Q1: 2,250 shares 2,250 $344K 0.03% -686 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,868 shares; 2026Q1: 13,083 shares 13,083 $344K 0.03% +5,215 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,350 shares; 2025Q3: 6,121 shares; 2025Q4: 8,077 shares; 2026Q1: 5,777 shares 5,777 $341K 0.03% -2,300 Timeline EZM 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: 6,750 shares; 2024Q4: 6,000 shares; 2025Q1: 5,827 shares; 2025Q2: 4,586 shares; 2025Q3: 4,971 shares; 2025Q4: 4,919 shares; 2026Q1: 4,897 shares 4,897 $329K 0.02% -22 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 5,299 shares; 2025Q1: 4,046 shares; 2025Q2: 4,036 shares; 2025Q3: 4,231 shares; 2025Q4: 4,333 shares; 2026Q1: 4,281 shares 4,281 $326K 0.02% -52 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,432 shares 2,432 $318K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,372 shares; 2025Q4: 8,262 shares; 2026Q1: 9,542 shares 9,542 $318K 0.02% +1,280 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: 1,001 shares; 2024Q4: 1,032 shares; 2025Q1: 1,023 shares; 2025Q2: 1,012 shares; 2025Q3: 1,407 shares; 2025Q4: 1,083 shares; 2026Q1: 1,052 shares 1,052 $318K 0.02% -31 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: 4,892 shares; 2024Q4: 4,757 shares; 2025Q1: 3,873 shares; 2025Q2: 3,888 shares; 2025Q3: 5,153 shares; 2025Q4: 3,912 shares; 2026Q1: 3,891 shares 3,891 $310K 0.02% -21 Timeline XSD 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: 895 shares; 2024Q4: 895 shares; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 12,147 shares; 2025Q4: 13,814 shares; 2026Q1: 948 shares 948 $309K 0.02% -12,866 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,164 shares; 2024Q4: 32,622 shares; 2025Q1: 32,863 shares; 2025Q2: 33,234 shares; 2025Q3: 33,610 shares; 2025Q4: 34,097 shares; 2026Q1: 34,339 shares 34,339 $309K 0.02% +242 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: 2,395 shares; 2024Q4: 2,274 shares; 2025Q1: 2,552 shares; 2025Q2: 3,099 shares; 2025Q3: 2,354 shares; 2025Q4: 1,936 shares; 2026Q1: 1,978 shares 1,978 $307K 0.02% +42 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 3,252 shares; 2026Q1: 3,252 shares 3,252 $305K 0.02% 0 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: 23,676 shares; 2024Q4: 19,301 shares; 2025Q1: 19,448 shares; 2025Q2: 19,869 shares; 2025Q3: 12,416 shares; 2025Q4: 10,161 shares; 2026Q1: 8,400 shares 8,400 $302K 0.02% -1,761 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: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 921 shares; 2025Q3: 928 shares; 2025Q4: 896 shares; 2026Q1: 966 shares 966 $300K 0.02% +70 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 6,664 shares; 2025Q1: 5,734 shares; 2025Q2: 5,618 shares; 2025Q3: 4,624 shares; 2025Q4: 2,835 shares; 2026Q1: 2,477 shares 2,477 $293K 0.02% -358 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: 2,140 shares; 2024Q4: 1,755 shares; 2025Q1: 1,809 shares; 2025Q2: 1,814 shares; 2025Q3: 1,820 shares; 2025Q4: 2,594 shares; 2026Q1: 1,750 shares 1,750 $279K 0.02% -844 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 5,685 shares; 2025Q1: 5,146 shares; 2025Q2: 5,042 shares; 2025Q3: 4,608 shares; 2025Q4: 4,564 shares; 2026Q1: 4,206 shares 4,206 $278K 0.02% -358 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: 7,407 shares; 2024Q4: 10,580 shares; 2025Q1: 11,639 shares; 2025Q2: 10,276 shares; 2025Q3: 12,104 shares; 2025Q4: 10,394 shares; 2026Q1: 9,629 shares 9,629 $270K 0.02% -765 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 312 shares 312 $270K 0.02% new 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: 3,271 shares; 2024Q4: 3,255 shares; 2025Q1: 3,261 shares; 2025Q2: 3,264 shares; 2025Q3: 3,251 shares; 2025Q4: 2,849 shares; 2026Q1: 3,005 shares 3,005 $268K 0.02% +156 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: not reported; 2025Q1: 4,147 shares; 2025Q2: 4,100 shares; 2025Q3: 3,702 shares; 2025Q4: 3,699 shares; 2026Q1: 3,721 shares 3,721 $267K 0.02% +22 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: 9,662 shares; 2024Q4: 9,662 shares; 2025Q1: 9,662 shares; 2025Q2: 9,662 shares; 2025Q3: 9,728 shares; 2025Q4: 5,728 shares; 2026Q1: 5,728 shares 5,728 $266K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 3,272 shares; 2025Q3: 3,266 shares; 2025Q4: 1,531 shares; 2026Q1: 1,454 shares 1,454 $265K 0.02% -77 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,910 shares; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,387 shares; 2026Q1: 4,305 shares 4,305 $261K 0.02% -82 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,522 shares; 2025Q1: 1,466 shares; 2025Q2: 1,470 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,390 shares 1,390 $259K 0.02% +5 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 4,327 shares; 2025Q1: 4,266 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares; 2026Q1: 4,267 shares 4,267 $258K 0.02% 0 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: 5,995 shares; 2024Q4: 6,320 shares; 2025Q1: 3,345 shares; 2025Q2: 3,385 shares; 2025Q3: 3,253 shares; 2025Q4: 3,017 shares; 2026Q1: 2,626 shares 2,626 $253K 0.02% -391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168 shares 168 $248K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,352 shares 1,352 $246K 0.02% new Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,980 shares; 2024Q4: 11,980 shares; 2025Q1: 11,980 shares; 2025Q2: 11,980 shares; 2025Q3: 11,980 shares; 2025Q4: 11,980 shares; 2026Q1: 11,980 shares 11,980 $244K 0.02% 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: 2,514 shares; 2024Q4: 2,524 shares; 2025Q1: 2,507 shares; 2025Q2: 1,832 shares; 2025Q3: 1,839 shares; 2025Q4: 1,840 shares; 2026Q1: 1,841 shares 1,841 $241K 0.02% +1 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,633 shares; 2024Q4: 13,633 shares; 2025Q1: 13,633 shares; 2025Q2: 13,633 shares; 2025Q3: 15,778 shares; 2025Q4: 15,778 shares; 2026Q1: 15,778 shares 15,778 $237K 0.02% 0 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: 1,979 shares; 2024Q4: 1,881 shares; 2025Q1: 1,889 shares; 2025Q2: 1,898 shares; 2025Q3: 1,888 shares; 2025Q4: 1,899 shares; 2026Q1: 1,514 shares 1,514 $229K 0.02% -385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,875 shares; 2025Q3: not reported; 2025Q4: 1,359 shares; 2026Q1: 1,372 shares 1,372 $226K 0.02% +13 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,865 shares; 2025Q4: 3,715 shares; 2026Q1: 3,497 shares 3,497 $224K 0.02% -218 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 753 shares; 2026Q1: 744 shares 744 $217K 0.02% -9 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $216K 0.02% 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: 1,457 shares; 2024Q4: 1,412 shares; 2025Q1: 1,379 shares; 2025Q2: 1,383 shares; 2025Q3: 919 shares; 2025Q4: 921 shares; 2026Q1: 601 shares 601 $214K 0.02% -320 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 4,354 shares; 2025Q4: 2,615 shares; 2026Q1: 1,953 shares 1,953 $211K 0.02% -662 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,693 shares; 2024Q4: 11,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,053 shares; 2026Q1: 11,885 shares 11,885 $206K 0.02% -168 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: 6,418 shares; 2024Q4: 6,231 shares; 2025Q1: 6,013 shares; 2025Q2: 5,940 shares; 2025Q3: 2,301 shares; 2025Q4: 2,314 shares; 2026Q1: 2,326 shares 2,326 $202K 0.01% +12 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares; 2025Q4: 1,573 shares; 2026Q1: 1,585 shares 1,585 $200K 0.01% +12 Timeline FTNJ 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: 14,346 shares; 2026Q1: 14,425 shares 14,425 $125K 0.01% +79 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to 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: 15,956 shares 15,956 $106K 0.01% new Timeline