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: not reported; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 81,545 shares; 2025Q3: 546,341 shares; 2025Q4: 671,314 shares; 2026Q1: 776,704 shares 776,704 $39.3M 13.45% +105,390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439,420 shares; 2025Q4: 547,826 shares; 2026Q1: 650,280 shares 650,280 $33.1M 11.33% +102,454 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: 887,435 shares; 2024Q4: 1,119,711 shares; 2025Q1: 1,240,617 shares; 2025Q2: 1,328,635 shares; 2025Q3: 971,798 shares; 2025Q4: 950,467 shares; 2026Q1: 949,179 shares 949,179 $28.5M 9.76% -1,288 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: 386,942 shares; 2024Q4: 1,307,997 shares; 2025Q1: 1,408,378 shares; 2025Q2: 1,522,859 shares; 2025Q3: 1,184,492 shares; 2025Q4: 1,037,577 shares; 2026Q1: 890,640 shares 890,640 $27.3M 9.35% -146,937 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: 100,763 shares; 2024Q4: 140,533 shares; 2025Q1: 156,640 shares; 2025Q2: 168,147 shares; 2025Q3: 158,632 shares; 2025Q4: 187,932 shares; 2026Q1: 215,048 shares 215,048 $22.2M 7.61% +27,116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427,492 shares; 2025Q4: 621,182 shares; 2026Q1: 784,673 shares 784,673 $19.7M 6.74% +163,491 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: 125,717 shares; 2024Q4: 135,012 shares; 2025Q1: 149,613 shares; 2025Q2: 160,620 shares; 2025Q3: 411,771 shares; 2025Q4: 434,353 shares; 2026Q1: 467,142 shares 467,142 $15.7M 5.36% +32,789 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,449 shares; 2025Q4: 62,368 shares; 2026Q1: 78,601 shares 78,601 $15.1M 5.16% +16,233 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,301 shares; 2025Q4: 47,435 shares; 2026Q1: 60,605 shares 60,605 $14.4M 4.93% +13,170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353,914 shares; 2025Q4: 443,050 shares; 2026Q1: 528,356 shares 528,356 $13.2M 4.5% +85,306 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: 299,395 shares; 2024Q4: 385,225 shares; 2025Q1: 432,524 shares; 2025Q2: 457,781 shares; 2025Q3: 157,355 shares; 2025Q4: 124,458 shares; 2026Q1: 92,036 shares 92,036 $9.14M 3.13% -32,422 Timeline TBUX 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: 4,853 shares; 2025Q2: 83,258 shares; 2025Q3: 105,336 shares; 2025Q4: 122,408 shares; 2026Q1: 124,568 shares 124,568 $6.2M 2.12% +2,160 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: 296,509 shares; 2024Q4: 361,548 shares; 2025Q1: 402,333 shares; 2025Q2: 431,992 shares; 2025Q3: 212,903 shares; 2025Q4: 156,385 shares; 2026Q1: 115,949 shares 115,949 $5.29M 1.81% -40,436 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: not reported; 2025Q3: 42,634 shares; 2025Q4: 63,657 shares; 2026Q1: 79,239 shares 79,239 $5.08M 1.74% +15,582 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,876 shares; 2025Q4: 57,956 shares; 2026Q1: 71,442 shares 71,442 $4.98M 1.7% +13,486 Timeline SHV 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: 25,238 shares; 2025Q3: 31,935 shares; 2025Q4: 37,090 shares; 2026Q1: 37,666 shares 37,666 $4.16M 1.42% +576 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,237 shares; 2025Q3: 69,820 shares; 2025Q4: 81,122 shares; 2026Q1: 82,150 shares 82,150 $4.09M 1.4% +1,028 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: 89,610 shares; 2024Q4: 98,260 shares; 2025Q1: 106,301 shares; 2025Q2: 108,182 shares; 2025Q3: 95,232 shares; 2025Q4: 69,326 shares; 2026Q1: 49,119 shares 49,119 $3.79M 1.3% -20,207 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: 77,160 shares; 2025Q3: 97,242 shares; 2025Q4: 112,352 shares; 2026Q1: 114,441 shares 114,441 $3.34M 1.14% +2,089 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: 70,414 shares; 2024Q4: 81,308 shares; 2025Q1: 89,287 shares; 2025Q2: 92,641 shares; 2025Q3: 83,271 shares; 2025Q4: 65,261 shares; 2026Q1: 48,393 shares 48,393 $2.88M 0.99% -16,868 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: 8,347 shares; 2024Q4: 8,256 shares; 2025Q1: 7,670 shares; 2025Q2: 7,754 shares; 2025Q3: 6,986 shares; 2025Q4: 5,634 shares; 2026Q1: 4,535 shares 4,535 $1.68M 0.57% -1,099 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: 2,903 shares; 2024Q4: 2,989 shares; 2025Q1: 3,312 shares; 2025Q2: 6,717 shares; 2025Q3: 6,711 shares; 2025Q4: 6,706 shares; 2026Q1: 6,192 shares 6,192 $1.57M 0.54% -514 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: 7,280 shares; 2024Q4: 7,418 shares; 2025Q1: 7,102 shares; 2025Q2: 7,320 shares; 2025Q3: 6,490 shares; 2025Q4: 4,484 shares; 2026Q1: 3,133 shares 3,133 $1.5M 0.51% -1,351 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: 4,901 shares; 2024Q4: 4,726 shares; 2025Q1: 4,345 shares; 2025Q2: 4,517 shares; 2025Q3: 3,962 shares; 2025Q4: 2,729 shares; 2026Q1: 2,031 shares 2,031 $1.17M 0.4% -698 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: 28,181 shares; 2024Q4: 29,653 shares; 2025Q1: 31,123 shares; 2025Q2: 33,218 shares; 2025Q3: 29,389 shares; 2025Q4: 21,079 shares; 2026Q1: 15,108 shares 15,108 $1.15M 0.39% -5,971 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: 8,074 shares; 2024Q4: 7,960 shares; 2025Q1: 7,977 shares; 2025Q2: 8,015 shares; 2025Q3: 8,016 shares; 2025Q4: 7,815 shares; 2026Q1: 7,831 shares 7,831 $973K 0.33% +16 Timeline FSTA 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: 34,783 shares; 2024Q4: 36,259 shares; 2025Q1: 38,851 shares; 2025Q2: 40,724 shares; 2025Q3: 36,476 shares; 2025Q4: 25,513 shares; 2026Q1: 17,950 shares 17,950 $939K 0.32% -7,563 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: 13,918 shares; 2024Q4: 41,637 shares; 2025Q1: 40,810 shares; 2025Q2: 38,200 shares; 2025Q3: 36,005 shares; 2025Q4: 35,592 shares; 2026Q1: 35,577 shares 35,577 $912K 0.31% -15 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: 1,784 shares; 2024Q4: 1,805 shares; 2025Q1: 1,771 shares; 2025Q2: 1,773 shares; 2025Q3: 1,774 shares; 2025Q4: 1,679 shares; 2026Q1: 1,727 shares 1,727 $508K 0.17% +48 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 6,230 shares; 2025Q3: 6,263 shares; 2025Q4: 6,275 shares; 2026Q1: 5,604 shares 5,604 $400K 0.14% -671 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 2,012 shares; 2025Q1: 2,015 shares; 2025Q2: 2,018 shares; 2025Q3: 2,022 shares; 2025Q4: 2,025 shares; 2026Q1: 2,031 shares 2,031 $385K 0.13% +6 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to 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: 1,302 shares 1,302 $381K 0.13% new 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: 615 shares; 2024Q4: 526 shares; 2025Q1: 590 shares; 2025Q2: 609 shares; 2025Q3: 593 shares; 2025Q4: 577 shares; 2026Q1: 575 shares 575 $374K 0.13% -2 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: 556 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 565 shares; 2025Q4: 547 shares; 2026Q1: 580 shares 580 $347K 0.12% +33 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: not reported; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,050 shares; 2026Q1: 1,051 shares 1,051 $337K 0.12% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,954 shares; 2025Q3: 1,906 shares; 2025Q4: 1,939 shares; 2026Q1: 1,953 shares 1,953 $331K 0.11% +14 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: 489 shares; 2024Q4: 488 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 509 shares; 2025Q4: 490 shares; 2026Q1: 491 shares 491 $321K 0.11% +1 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: 2,053 shares; 2024Q4: 2,072 shares; 2025Q1: 1,739 shares; 2025Q2: 1,708 shares; 2025Q3: 1,483 shares; 2025Q4: 2,800 shares; 2026Q1: 1,505 shares 1,505 $311K 0.11% -1,295 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: 9,104 shares; 2024Q4: 18,089 shares; 2025Q1: 17,078 shares; 2025Q2: 17,178 shares; 2025Q3: 15,534 shares; 2025Q4: 13,193 shares; 2026Q1: 13,282 shares 13,282 $308K 0.11% +89 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: 1,035 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 998 shares; 2025Q4: 983 shares; 2026Q1: 986 shares 986 $258K 0.09% +3 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: not reported; 2024Q4: 3,387 shares; 2025Q1: 3,399 shares; 2025Q2: 3,108 shares; 2025Q3: 3,118 shares; 2025Q4: not reported; 2026Q1: 3,138 shares 3,138 $227K 0.08% new 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: not reported; 2024Q4: 1,534 shares; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,371 shares; 2025Q4: 1,367 shares; 2026Q1: 1,257 shares 1,257 $219K 0.08% -110 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: 570 shares; 2024Q4: 564 shares; 2025Q1: 568 shares; 2025Q2: 571 shares; 2025Q3: 574 shares; 2025Q4: not reported; 2026Q1: 661 shares 661 $217K 0.07% new Timeline