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: 9,256 shares; 2024Q4: 8,828 shares; 2025Q1: 7,213 shares; 2025Q2: 5,505 shares; 2025Q3: 5,889 shares; 2025Q4: 5,904 shares; 2026Q1: 7,095 shares 7,095 $4.63M 3.16% +1,191 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: 23,786 shares; 2024Q4: 23,215 shares; 2025Q1: 24,621 shares; 2025Q2: 25,859 shares; 2025Q3: 27,939 shares; 2025Q4: 26,008 shares; 2026Q1: 23,204 shares 23,204 $4.05M 2.76% -2,804 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,117 shares; 2025Q4: 154,235 shares; 2026Q1: 164,042 shares 164,042 $3.99M 2.72% +9,807 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: 37,920 shares; 2024Q4: 37,872 shares; 2025Q1: 37,522 shares; 2025Q2: 33,950 shares; 2025Q3: 32,504 shares; 2025Q4: 33,348 shares; 2026Q1: 34,030 shares 34,030 $3.85M 2.63% +682 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,373 shares; 2024Q4: 56,447 shares; 2025Q1: 54,610 shares; 2025Q2: 55,493 shares; 2025Q3: 65,375 shares; 2025Q4: 67,866 shares; 2026Q1: 58,147 shares 58,147 $3.38M 2.31% -9,719 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,294 shares; 2024Q4: 34,454 shares; 2025Q1: 34,013 shares; 2025Q2: 30,050 shares; 2025Q3: 24,030 shares; 2025Q4: 16,944 shares; 2026Q1: 16,646 shares 16,646 $3.19M 2.18% -298 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: 29,543 shares; 2024Q4: 29,983 shares; 2025Q1: 40,802 shares; 2025Q2: 48,325 shares; 2025Q3: 48,444 shares; 2025Q4: 62,870 shares; 2026Q1: 55,484 shares 55,484 $3.14M 2.14% -7,386 Timeline SJNK 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: 42,205 shares; 2024Q4: 51,747 shares; 2025Q1: 62,698 shares; 2025Q2: 83,529 shares; 2025Q3: 100,997 shares; 2025Q4: 117,302 shares; 2026Q1: 119,330 shares 119,330 $2.98M 2.03% +2,028 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,063 shares; 2024Q4: 81,711 shares; 2025Q1: 89,085 shares; 2025Q2: 106,836 shares; 2025Q3: 112,405 shares; 2025Q4: 112,755 shares; 2026Q1: 100,413 shares 100,413 $2.93M 2% -12,342 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: 8,131 shares; 2024Q4: 8,766 shares; 2025Q1: 7,582 shares; 2025Q2: 7,204 shares; 2025Q3: 7,823 shares; 2025Q4: 21,422 shares; 2026Q1: 21,692 shares 21,692 $2.88M 1.97% +270 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,133 shares; 2024Q4: 38,592 shares; 2025Q1: 42,142 shares; 2025Q2: 48,139 shares; 2025Q3: 52,946 shares; 2025Q4: 55,702 shares; 2026Q1: 52,326 shares 52,326 $2.65M 1.81% -3,376 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: 26,297 shares; 2024Q4: 80,772 shares; 2025Q1: 81,103 shares; 2025Q2: 81,084 shares; 2025Q3: 79,556 shares; 2025Q4: 81,527 shares; 2026Q1: 82,240 shares 82,240 $2.52M 1.72% +713 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: 8,617 shares; 2024Q4: 8,658 shares; 2025Q1: 9,367 shares; 2025Q2: 9,936 shares; 2025Q3: 9,755 shares; 2025Q4: 9,633 shares; 2026Q1: 9,754 shares 9,754 $2.48M 1.69% +121 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: 10,079 shares; 2024Q4: 10,479 shares; 2025Q1: 10,394 shares; 2025Q2: 9,944 shares; 2025Q3: 9,706 shares; 2025Q4: 9,361 shares; 2026Q1: 9,236 shares 9,236 $2.19M 1.5% -125 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: 5,043 shares; 2024Q4: 4,631 shares; 2025Q1: 5,006 shares; 2025Q2: 5,131 shares; 2025Q3: 5,232 shares; 2025Q4: 5,332 shares; 2026Q1: 5,072 shares 5,072 $2.18M 1.49% -260 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: 11,354 shares; 2024Q4: 16,709 shares; 2025Q1: 18,487 shares; 2025Q2: 21,465 shares; 2025Q3: 24,157 shares; 2025Q4: 26,523 shares; 2026Q1: 23,545 shares 23,545 $2.08M 1.42% -2,978 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: 2,103 shares; 2024Q4: 2,201 shares; 2025Q1: 2,432 shares; 2025Q2: 3,463 shares; 2025Q3: 3,619 shares; 2025Q4: 3,525 shares; 2026Q1: 3,563 shares 3,563 $2.04M 1.39% +38 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,326 shares; 2024Q4: 37,472 shares; 2025Q1: 37,683 shares; 2025Q2: 30,166 shares; 2025Q3: 37,941 shares; 2025Q4: 43,840 shares; 2026Q1: 40,991 shares 40,991 $2.02M 1.38% -2,849 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,253 shares 62,253 $2M 1.37% new Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,131 shares; 2025Q4: 75,639 shares; 2026Q1: 70,304 shares 70,304 $1.73M 1.18% -5,335 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: 26,593 shares; 2024Q4: 17,479 shares; 2025Q1: 15,591 shares; 2025Q2: 17,094 shares; 2025Q3: 14,379 shares; 2025Q4: 17,430 shares; 2026Q1: 19,044 shares 19,044 $1.72M 1.18% +1,614 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,637 shares 23,637 $1.62M 1.1% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,691 shares; 2024Q4: 31,840 shares; 2025Q1: 17,121 shares; 2025Q2: 11,408 shares; 2025Q3: 13,268 shares; 2025Q4: 14,235 shares; 2026Q1: 20,760 shares 20,760 $1.59M 1.08% +6,525 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,968 shares; 2024Q4: 15,240 shares; 2025Q1: 15,230 shares; 2025Q2: 17,630 shares; 2025Q3: 18,134 shares; 2025Q4: 20,344 shares; 2026Q1: 21,727 shares 21,727 $1.58M 1.08% +1,383 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,696 shares; 2025Q3: 42,044 shares; 2025Q4: 45,271 shares; 2026Q1: 47,072 shares 47,072 $1.55M 1.06% +1,801 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,135 shares; 2025Q2: 37,223 shares; 2025Q3: 37,476 shares; 2025Q4: 38,748 shares; 2026Q1: 40,008 shares 40,008 $1.45M 0.99% +1,260 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,317 shares; 2024Q4: 40,358 shares; 2025Q1: 25,972 shares; 2025Q2: 43,893 shares; 2025Q3: 35,956 shares; 2025Q4: 33,474 shares; 2026Q1: 19,296 shares 19,296 $1.43M 0.98% -14,178 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,871 shares; 2025Q4: 34,881 shares; 2026Q1: 17,472 shares 17,472 $1.41M 0.96% -17,409 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,981 shares; 2024Q4: 51,837 shares; 2025Q1: 51,837 shares; 2025Q2: 50,398 shares; 2025Q3: 36,049 shares; 2025Q4: 35,801 shares; 2026Q1: 35,801 shares 35,801 $1.39M 0.95% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 3,625 shares; 2025Q1: 5,485 shares; 2025Q2: 5,735 shares; 2025Q3: 7,390 shares; 2025Q4: 7,652 shares; 2026Q1: 8,360 shares 8,360 $1.35M 0.92% +708 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,722 shares; 2024Q4: 7,953 shares; 2025Q1: 8,965 shares; 2025Q2: 8,981 shares; 2025Q3: 10,216 shares; 2025Q4: 9,502 shares; 2026Q1: 9,558 shares 9,558 $1.35M 0.92% +56 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: 3,022 shares; 2024Q4: 2,990 shares; 2025Q1: 3,004 shares; 2025Q2: 3,108 shares; 2025Q3: 2,838 shares; 2025Q4: 2,874 shares; 2026Q1: 2,786 shares 2,786 $1.34M 0.91% -88 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: 5,900 shares; 2024Q4: 20,872 shares; 2025Q1: 25,497 shares; 2025Q2: 30,597 shares; 2025Q3: 31,348 shares; 2025Q4: 38,636 shares; 2026Q1: 51,707 shares 51,707 $1.29M 0.88% +13,071 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: 4,568 shares; 2024Q4: 4,665 shares; 2025Q1: 6,176 shares; 2025Q2: 7,297 shares; 2025Q3: 10,496 shares; 2025Q4: 10,710 shares; 2026Q1: 3,981 shares 3,981 $1.27M 0.86% -6,729 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 2,199 shares; 2025Q1: 2,760 shares; 2025Q2: 3,204 shares; 2025Q3: 3,446 shares; 2025Q4: 5,935 shares; 2026Q1: 5,988 shares 5,988 $1.26M 0.86% +53 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: 8,230 shares; 2025Q1: 7,914 shares; 2025Q2: 7,492 shares; 2025Q3: 7,020 shares; 2025Q4: 10,912 shares; 2026Q1: 11,269 shares 11,269 $1.26M 0.86% +357 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: 2,955 shares; 2024Q4: 2,958 shares; 2025Q1: 3,080 shares; 2025Q2: 3,135 shares; 2025Q3: 3,136 shares; 2025Q4: 3,119 shares; 2026Q1: 3,320 shares 3,320 $1.23M 0.84% +201 Timeline PSTP 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: 25,267 shares; 2024Q4: 29,453 shares; 2025Q1: 30,638 shares; 2025Q2: 36,251 shares; 2025Q3: 38,240 shares; 2025Q4: 35,336 shares; 2026Q1: 35,141 shares 35,141 $1.21M 0.83% -195 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,241 shares; 2024Q4: 27,815 shares; 2025Q1: 27,815 shares; 2025Q2: 27,427 shares; 2025Q3: 27,316 shares; 2025Q4: 27,260 shares; 2026Q1: 27,236 shares 27,236 $1.17M 0.8% -24 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,653 shares; 2025Q4: 10,690 shares; 2026Q1: 16,264 shares 16,264 $1.15M 0.79% +5,574 Timeline IEUR 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: 10,651 shares; 2024Q4: 9,993 shares; 2025Q1: 14,304 shares; 2025Q2: 14,320 shares; 2025Q3: 14,090 shares; 2025Q4: 17,470 shares; 2026Q1: 16,103 shares 16,103 $1.13M 0.77% -1,367 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,534 shares 26,534 $1.09M 0.74% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,897 shares; 2024Q4: 26,723 shares; 2025Q1: 18,658 shares; 2025Q2: 16,013 shares; 2025Q3: 16,901 shares; 2025Q4: 19,575 shares; 2026Q1: 23,477 shares 23,477 $1.08M 0.74% +3,902 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: 8,211 shares; 2024Q4: 7,292 shares; 2025Q1: 7,523 shares; 2025Q2: 5,706 shares; 2025Q3: 5,023 shares; 2025Q4: 7,230 shares; 2026Q1: 7,206 shares 7,206 $1.06M 0.72% -24 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 6,997 shares; 2025Q1: 7,542 shares; 2025Q2: 7,696 shares; 2025Q3: 7,125 shares; 2025Q4: 8,198 shares; 2026Q1: 9,598 shares 9,598 $1.05M 0.71% +1,400 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,466 shares; 2025Q1: 3,624 shares; 2025Q2: 3,612 shares; 2025Q3: 3,828 shares; 2025Q4: 3,643 shares; 2026Q1: 3,647 shares 3,647 $1.05M 0.71% +4 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: 1,530 shares; 2024Q4: 1,854 shares; 2025Q1: 1,974 shares; 2025Q2: 1,956 shares; 2025Q3: 1,963 shares; 2025Q4: 1,763 shares; 2026Q1: 1,759 shares 1,759 $1.02M 0.69% -4 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,552 shares; 2024Q4: 13,922 shares; 2025Q1: 10,490 shares; 2025Q2: 18,987 shares; 2025Q3: 18,319 shares; 2025Q4: 19,273 shares; 2026Q1: 19,348 shares 19,348 $1M 0.69% +75 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 4,590 shares; 2025Q1: 7,997 shares; 2025Q2: 11,800 shares; 2025Q3: 8,041 shares; 2025Q4: 8,490 shares; 2026Q1: 8,851 shares 8,851 $981K 0.67% +361 Timeline YJUN 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: 42,130 shares; 2024Q4: 36,601 shares; 2025Q1: 36,594 shares; 2025Q2: 36,594 shares; 2025Q3: 36,594 shares; 2025Q4: 36,594 shares; 2026Q1: 36,594 shares 36,594 $942K 0.64% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,741 shares; 2026Q1: 9,067 shares 9,067 $938K 0.64% +5,326 Timeline IOCT 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: 13,851 shares; 2024Q4: 13,851 shares; 2025Q1: 13,851 shares; 2025Q2: 13,851 shares; 2025Q3: 26,432 shares; 2025Q4: 26,432 shares; 2026Q1: 26,340 shares 26,340 $923K 0.63% -92 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,112 shares; 2025Q1: 932 shares; 2025Q2: 1,782 shares; 2025Q3: 2,794 shares; 2025Q4: 2,468 shares; 2026Q1: 2,472 shares 2,472 $919K 0.63% +4 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,926 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares 2,128 $907K 0.62% 0 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: 3,122 shares; 2024Q4: 3,131 shares; 2025Q1: 3,141 shares; 2025Q2: 3,144 shares; 2025Q3: 3,146 shares; 2025Q4: 3,120 shares; 2026Q1: 3,038 shares 3,038 $894K 0.61% -82 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,283 shares; 2025Q1: 1,300 shares; 2025Q2: 1,297 shares; 2025Q3: 1,128 shares; 2025Q4: 1,039 shares; 2026Q1: 967 shares 967 $889K 0.61% -72 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: 4,556 shares; 2024Q4: 4,591 shares; 2025Q1: 4,620 shares; 2025Q2: 4,534 shares; 2025Q3: 3,680 shares; 2025Q4: 3,943 shares; 2026Q1: 4,232 shares 4,232 $881K 0.6% +289 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: 6,925 shares; 2024Q4: 6,450 shares; 2025Q1: 15,845 shares; 2025Q2: 29,616 shares; 2025Q3: 10,277 shares; 2025Q4: 12,587 shares; 2026Q1: 12,548 shares 12,548 $875K 0.6% -39 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,221 shares; 2024Q4: 27,568 shares; 2025Q1: 21,906 shares; 2025Q2: 21,830 shares; 2025Q3: 21,727 shares; 2025Q4: 21,727 shares; 2026Q1: 21,718 shares 21,718 $862K 0.59% -9 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: 3,532 shares; 2024Q4: 20,291 shares; 2025Q1: 20,484 shares; 2025Q2: 23,576 shares; 2025Q3: 32,748 shares; 2025Q4: 33,712 shares; 2026Q1: 34,107 shares 34,107 $856K 0.58% +395 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: 710 shares; 2024Q4: 682 shares; 2025Q1: 674 shares; 2025Q2: 849 shares; 2025Q3: 857 shares; 2025Q4: 8,425 shares; 2026Q1: 8,570 shares 8,570 $824K 0.56% +145 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,156 shares; 2025Q4: 16,156 shares; 2026Q1: 16,156 shares 16,156 $813K 0.55% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,147 shares; 2024Q4: 14,636 shares; 2025Q1: 14,298 shares; 2025Q2: 10,932 shares; 2025Q3: 9,705 shares; 2025Q4: 9,197 shares; 2026Q1: 8,434 shares 8,434 $801K 0.55% -763 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,599 shares; 2025Q1: 2,072 shares; 2025Q2: 3,737 shares; 2025Q3: 7,325 shares; 2025Q4: 7,763 shares; 2026Q1: 7,858 shares 7,858 $791K 0.54% +95 Timeline CATF 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: 4,582 shares; 2025Q3: 6,739 shares; 2025Q4: 12,661 shares; 2026Q1: 15,069 shares 15,069 $751K 0.51% +2,408 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: not reported; 2024Q4: 2,152 shares; 2025Q1: 2,913 shares; 2025Q2: 3,083 shares; 2025Q3: 3,272 shares; 2025Q4: 3,447 shares; 2026Q1: 3,407 shares 3,407 $745K 0.51% -40 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: 2,782 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,820 shares 3,820 $733K 0.5% new 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.49% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 4,247 shares; 2025Q1: 4,076 shares; 2025Q2: 2,274 shares; 2025Q3: 3,400 shares; 2025Q4: 6,323 shares; 2026Q1: 6,434 shares 6,434 $701K 0.48% +111 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: 17,809 shares; 2024Q4: 17,772 shares; 2025Q1: 17,485 shares; 2025Q2: 15,467 shares; 2025Q3: 14,299 shares; 2025Q4: 14,095 shares; 2026Q1: 14,031 shares 14,031 $700K 0.48% -64 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,493 shares; 2024Q4: 11,998 shares; 2025Q1: 10,211 shares; 2025Q2: 10,048 shares; 2025Q3: 9,986 shares; 2025Q4: 9,928 shares; 2026Q1: 9,998 shares 9,998 $679K 0.46% +70 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: 10,165 shares; 2024Q4: 12,975 shares; 2025Q1: 12,975 shares; 2025Q2: 9,834 shares; 2025Q3: 10,034 shares; 2025Q4: 10,034 shares; 2026Q1: 10,034 shares 10,034 $678K 0.46% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 3,317 shares; 2025Q1: 2,617 shares; 2025Q2: 2,701 shares; 2025Q3: 2,708 shares; 2025Q4: 2,708 shares; 2026Q1: 2,708 shares 2,708 $672K 0.46% 0 Timeline IFEB 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: not reported; 2025Q4: not reported; 2026Q1: 22,019 shares 22,019 $656K 0.45% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 4,893 shares; 2025Q1: 5,550 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,812 shares; 2026Q1: 6,772 shares 6,772 $648K 0.44% +960 Timeline IHI 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: 13,302 shares; 2024Q4: 12,462 shares; 2025Q1: 12,606 shares; 2025Q2: 12,648 shares; 2025Q3: 12,648 shares; 2025Q4: 12,377 shares; 2026Q1: 12,105 shares 12,105 $646K 0.44% -272 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 16,065 shares; 2025Q1: 16,241 shares; 2025Q2: 16,191 shares; 2025Q3: 21,013 shares; 2025Q4: 24,656 shares; 2026Q1: 24,656 shares 24,656 $645K 0.44% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 10,413 shares; 2025Q1: 10,822 shares; 2025Q2: 10,466 shares; 2025Q3: 10,341 shares; 2025Q4: 9,702 shares; 2026Q1: 9,077 shares 9,077 $637K 0.43% -625 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: 26,273 shares; 2024Q4: 25,865 shares; 2025Q1: 26,035 shares; 2025Q2: 25,763 shares; 2025Q3: 25,768 shares; 2025Q4: 25,072 shares; 2026Q1: 24,800 shares 24,800 $635K 0.43% -272 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: 16,345 shares; 2024Q4: 15,986 shares; 2025Q1: 14,867 shares; 2025Q2: 14,997 shares; 2025Q3: 14,997 shares; 2025Q4: 14,868 shares; 2026Q1: 14,868 shares 14,868 $598K 0.41% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,867 shares 24,867 $570K 0.39% new Timeline SOXX 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: 1,232 shares; 2024Q4: 1,717 shares; 2025Q1: 1,672 shares; 2025Q2: 1,686 shares; 2025Q3: 1,716 shares; 2025Q4: 1,687 shares; 2026Q1: 1,667 shares 1,667 $548K 0.37% -20 Timeline BFRZ 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: 8,048 shares; 2025Q3: 10,669 shares; 2025Q4: 10,924 shares; 2026Q1: 20,565 shares 20,565 $542K 0.37% +9,641 Timeline FCPI 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: 10,834 shares; 2024Q4: 10,834 shares; 2025Q1: 10,834 shares; 2025Q2: 10,834 shares; 2025Q3: 10,821 shares; 2025Q4: 10,821 shares; 2026Q1: 10,821 shares 10,821 $532K 0.36% 0 Timeline RING 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: 7,755 shares; 2025Q1: 6,680 shares; 2025Q2: 6,296 shares; 2025Q3: 8,821 shares; 2025Q4: 6,135 shares; 2026Q1: 6,734 shares 6,734 $532K 0.36% +599 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: 5,831 shares; 2024Q4: 6,057 shares; 2025Q1: 5,741 shares; 2025Q2: 5,773 shares; 2025Q3: 5,773 shares; 2025Q4: 5,251 shares; 2026Q1: 5,251 shares 5,251 $514K 0.35% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,903 shares; 2025Q3: 7,547 shares; 2025Q4: 5,626 shares; 2026Q1: 10,059 shares 10,059 $503K 0.34% +4,433 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,223 shares; 2024Q4: 6,217 shares; 2025Q1: 5,699 shares; 2025Q2: 5,418 shares; 2025Q3: 5,353 shares; 2025Q4: 5,427 shares; 2026Q1: 5,397 shares 5,397 $501K 0.34% -30 Timeline IBUF 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: 14,275 shares; 2025Q3: 16,299 shares; 2025Q4: 16,951 shares; 2026Q1: 16,819 shares 16,819 $496K 0.34% -132 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: 543 shares; 2024Q4: 671 shares; 2025Q1: 744 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 802 shares; 2026Q1: 760 shares 760 $494K 0.34% -42 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 14,183 shares; 2025Q1: 14,931 shares; 2025Q2: 11,466 shares; 2025Q3: 9,019 shares; 2025Q4: 8,753 shares; 2026Q1: 8,802 shares 8,802 $486K 0.33% +49 Timeline IJAN 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: 7,547 shares; 2025Q1: 7,547 shares; 2025Q2: 7,545 shares; 2025Q3: not reported; 2025Q4: 6,423 shares; 2026Q1: 13,138 shares 13,138 $477K 0.33% +6,715 Timeline UOCT 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: 12,383 shares; 2025Q4: 12,383 shares; 2026Q1: 12,383 shares 12,383 $474K 0.32% 0 Timeline SAUG 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: 19,955 shares; 2024Q4: 18,795 shares; 2025Q1: 18,795 shares; 2025Q2: 18,736 shares; 2025Q3: 18,389 shares; 2025Q4: 18,308 shares; 2026Q1: 18,308 shares 18,308 $471K 0.32% 0 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: 7,575 shares; 2024Q4: 22,924 shares; 2025Q1: 21,317 shares; 2025Q2: 19,724 shares; 2025Q3: 20,469 shares; 2025Q4: 19,894 shares; 2026Q1: 20,218 shares 20,218 $469K 0.32% +324 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,588 shares; 2025Q1: 1,614 shares; 2025Q2: 1,666 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,462 shares 1,462 $469K 0.32% -131 Timeline KJAN 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: not reported; 2025Q4: 11,181 shares; 2026Q1: 11,144 shares 11,144 $465K 0.32% -37 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: 2,513 shares; 2024Q4: 3,703 shares; 2025Q1: 3,449 shares; 2025Q2: 4,380 shares; 2025Q3: 3,997 shares; 2025Q4: 3,768 shares; 2026Q1: 4,124 shares 4,124 $438K 0.3% +356 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 4,717 shares; 2025Q1: not reported; 2025Q2: 3,547 shares; 2025Q3: 3,182 shares; 2025Q4: 7,901 shares; 2026Q1: 6,918 shares 6,918 $424K 0.29% -983 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: 10,031 shares; 2024Q4: 9,833 shares; 2025Q1: 9,830 shares; 2025Q2: 9,984 shares; 2025Q3: 9,985 shares; 2025Q4: 9,914 shares; 2026Q1: 9,914 shares 9,914 $422K 0.29% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 9,556 shares; 2025Q1: 8,401 shares; 2025Q2: 7,206 shares; 2025Q3: 2,320 shares; 2025Q4: 2,367 shares; 2026Q1: 2,311 shares 2,311 $419K 0.29% -56 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,348 shares; 2025Q4: 8,870 shares; 2026Q1: 9,147 shares 9,147 $418K 0.28% +277 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,016 shares; 2026Q1: 2,929 shares 2,929 $417K 0.28% +913 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,827 shares 15,827 $412K 0.28% new Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,379 shares; 2024Q4: 9,379 shares; 2025Q1: 9,379 shares; 2025Q2: 9,379 shares; 2025Q3: 9,379 shares; 2025Q4: 9,379 shares; 2026Q1: 9,379 shares 9,379 $408K 0.28% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,910 shares; 2025Q3: 10,468 shares; 2025Q4: 10,468 shares; 2026Q1: 11,505 shares 11,505 $407K 0.28% +1,037 Timeline EWJ 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: 5,006 shares; 2025Q1: 3,862 shares; 2025Q2: not reported; 2025Q3: 2,467 shares; 2025Q4: 4,573 shares; 2026Q1: 4,653 shares 4,653 $393K 0.27% +80 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: 3,932 shares; 2024Q4: 3,813 shares; 2025Q1: 4,083 shares; 2025Q2: 3,892 shares; 2025Q3: 3,840 shares; 2025Q4: 3,579 shares; 2026Q1: 3,218 shares 3,218 $390K 0.27% -361 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,212 shares; 2024Q4: 13,922 shares; 2025Q1: 10,457 shares; 2025Q2: 16,501 shares; 2025Q3: 11,228 shares; 2025Q4: 10,667 shares; 2026Q1: 4,455 shares 4,455 $386K 0.26% -6,212 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,149 shares; 2026Q1: 17,149 shares 17,149 $377K 0.26% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares; 2025Q4: 1,260 shares; 2026Q1: 1,310 shares 1,310 $377K 0.26% +50 Timeline ITB 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: 4,182 shares; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,122 shares; 2025Q4: 4,122 shares; 2026Q1: 4,122 shares 4,122 $373K 0.25% 0 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,938 shares; 2024Q4: 10,938 shares; 2025Q1: 10,938 shares; 2025Q2: 10,938 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares; 2026Q1: 6,991 shares 6,991 $369K 0.25% -3,788 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,663 shares; 2025Q1: 1,670 shares; 2025Q2: 1,656 shares; 2025Q3: 1,669 shares; 2025Q4: 1,669 shares; 2026Q1: 1,663 shares 1,663 $362K 0.25% -6 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,739 shares; 2025Q3: 6,888 shares; 2025Q4: 7,061 shares; 2026Q1: 7,681 shares 7,681 $352K 0.24% +620 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: 5,813 shares; 2025Q2: 5,233 shares; 2025Q3: 5,042 shares; 2025Q4: 6,249 shares; 2026Q1: 9,015 shares 9,015 $346K 0.24% +2,766 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,400 shares; 2024Q4: 33,407 shares; 2025Q1: 33,414 shares; 2025Q2: 33,033 shares; 2025Q3: 33,033 shares; 2025Q4: 33,033 shares; 2026Q1: 33,033 shares 33,033 $336K 0.23% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,849 shares; 2026Q1: 2,354 shares 2,354 $335K 0.23% +505 Timeline BDEC 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: 6,674 shares; 2025Q1: 6,674 shares; 2025Q2: 6,674 shares; 2025Q3: 6,674 shares; 2025Q4: 6,674 shares; 2026Q1: 6,674 shares 6,674 $320K 0.22% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 834 shares 834 $320K 0.22% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 898 shares; 2026Q1: 895 shares 895 $319K 0.22% -3 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,433 shares; 2025Q2: 6,373 shares; 2025Q3: 6,153 shares; 2025Q4: 5,239 shares; 2026Q1: 6,663 shares 6,663 $317K 0.22% +1,424 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,689 shares; 2025Q4: 9,474 shares; 2026Q1: 9,474 shares 9,474 $308K 0.21% 0 Timeline SCHQ 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: 6,898 shares; 2024Q4: not reported; 2025Q1: 11,441 shares; 2025Q2: 7,583 shares; 2025Q3: 7,198 shares; 2025Q4: 8,128 shares; 2026Q1: 9,648 shares 9,648 $303K 0.21% +1,520 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,668 shares; 2025Q1: 1,568 shares; 2025Q2: 1,730 shares; 2025Q3: 1,701 shares; 2025Q4: 1,674 shares; 2026Q1: 1,661 shares 1,661 $299K 0.2% -13 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,018 shares; 2025Q1: 12,869 shares; 2025Q2: 12,873 shares; 2025Q3: 13,746 shares; 2025Q4: 12,549 shares; 2026Q1: 12,713 shares 12,713 $294K 0.2% +164 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,755 shares; 2025Q1: 1,724 shares; 2025Q2: 1,665 shares; 2025Q3: 1,666 shares; 2025Q4: 1,643 shares; 2026Q1: 1,643 shares 1,643 $293K 0.2% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 6,440 shares; 2025Q1: 5,008 shares; 2025Q2: 4,703 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,847 shares 3,847 $290K 0.2% new Timeline KOCT 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: 8,568 shares; 2025Q4: 8,555 shares; 2026Q1: 8,555 shares 8,555 $290K 0.2% 0 Timeline SUSA 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: 1,815 shares; 2024Q4: 1,836 shares; 2025Q1: 2,185 shares; 2025Q2: 2,196 shares; 2025Q3: 2,193 shares; 2025Q4: 2,193 shares; 2026Q1: 2,193 shares 2,193 $290K 0.2% 0 Timeline ESGE 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: 5,854 shares; 2025Q2: 5,765 shares; 2025Q3: 6,185 shares; 2025Q4: 7,077 shares; 2026Q1: 6,353 shares 6,353 $289K 0.2% -724 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,851 shares; 2026Q1: 7,194 shares 7,194 $286K 0.2% +1,343 Timeline FMAT 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: 5,722 shares; 2024Q4: 5,785 shares; 2025Q1: 5,726 shares; 2025Q2: 4,855 shares; 2025Q3: 4,865 shares; 2025Q4: 4,865 shares; 2026Q1: 4,865 shares 4,865 $280K 0.19% 0 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: 799 shares; 2024Q4: 725 shares; 2025Q1: 670 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 612 shares 612 $267K 0.18% -69 Timeline XAR 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: 1,566 shares; 2025Q2: 1,096 shares; 2025Q3: 1,115 shares; 2025Q4: 975 shares; 2026Q1: 1,032 shares 1,032 $262K 0.18% +57 Timeline APOC 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: not reported; 2025Q4: 10,201 shares; 2026Q1: 10,201 shares 10,201 $261K 0.18% 0 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 2,752 shares; 2026Q1: 2,752 shares 2,752 $255K 0.17% 0 Timeline IMAY 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: 10,527 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares; 2026Q1: 8,467 shares 8,467 $255K 0.17% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,992 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,340 shares 3,340 $251K 0.17% +20 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,013 shares; 2025Q4: 6,006 shares; 2026Q1: 5,959 shares 5,959 $250K 0.17% -47 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 5,035 shares; 2025Q1: 5,035 shares; 2025Q2: 5,135 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $249K 0.17% 0 Timeline JAJL 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: 7,977 shares; 2025Q1: 7,977 shares; 2025Q2: 7,379 shares; 2025Q3: 7,057 shares; 2025Q4: 8,535 shares; 2026Q1: 8,535 shares 8,535 $248K 0.17% 0 Timeline ACII 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: not reported; 2025Q4: not reported; 2026Q1: 9,851 shares 9,851 $247K 0.17% new 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: not reported; 2025Q4: not reported; 2026Q1: 7,339 shares 7,339 $246K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,909 shares; 2025Q4: 5,434 shares; 2026Q1: 3,420 shares 3,420 $245K 0.17% -2,014 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: not reported; 2025Q1: 7,028 shares; 2025Q2: 6,914 shares; 2025Q3: 6,914 shares; 2025Q4: 6,548 shares; 2026Q1: 6,548 shares 6,548 $240K 0.16% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,608 shares; 2024Q4: 21,436 shares; 2025Q1: 11,135 shares; 2025Q2: 10,622 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,132 shares 2,132 $237K 0.16% new Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,521 shares; 2024Q4: 7,465 shares; 2025Q1: 7,411 shares; 2025Q2: 7,196 shares; 2025Q3: 7,043 shares; 2025Q4: 7,028 shares; 2026Q1: 7,028 shares 7,028 $234K 0.16% 0 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,749 shares; 2025Q2: 7,749 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares; 2026Q1: 7,450 shares 7,450 $226K 0.15% 0 Timeline ZOCT 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: 8,339 shares; 2025Q4: 8,339 shares; 2026Q1: 8,339 shares 8,339 $223K 0.15% 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: 3,258 shares; 2024Q4: 2,688 shares; 2025Q1: 2,744 shares; 2025Q2: 2,625 shares; 2025Q3: 2,614 shares; 2025Q4: 2,307 shares; 2026Q1: 2,277 shares 2,277 $219K 0.15% -30 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,630 shares; 2025Q2: 3,095 shares; 2025Q3: 3,673 shares; 2025Q4: 3,688 shares; 2026Q1: 2,366 shares 2,366 $219K 0.15% -1,322 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,639 shares; 2026Q1: 3,661 shares 3,661 $217K 0.15% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 871 shares 871 $213K 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,873 shares; 2025Q4: 6,873 shares; 2026Q1: 6,873 shares 6,873 $213K 0.15% 0 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,416 shares; 2026Q1: 4,416 shares 4,416 $212K 0.14% 0 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,506 shares; 2025Q1: 6,506 shares; 2025Q2: not reported; 2025Q3: 5,456 shares; 2025Q4: 5,456 shares; 2026Q1: 5,456 shares 5,456 $211K 0.14% 0 Timeline TFI 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: 5,521 shares; 2024Q4: 5,962 shares; 2025Q1: 4,863 shares; 2025Q2: 4,801 shares; 2025Q3: 4,900 shares; 2025Q4: 4,809 shares; 2026Q1: 4,634 shares 4,634 $210K 0.14% -175 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,590 shares; 2025Q4: 6,571 shares; 2026Q1: 6,561 shares 6,561 $210K 0.14% -10 Timeline RBUF 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: not reported; 2025Q4: 7,200 shares; 2026Q1: 7,122 shares 7,122 $209K 0.14% -78 Timeline KDEC 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: not reported; 2025Q4: 8,099 shares; 2026Q1: 8,099 shares 8,099 $208K 0.14% 0 Timeline ZNOV 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: not reported; 2025Q4: 7,825 shares; 2026Q1: 7,825 shares 7,825 $208K 0.14% 0 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: not reported; 2024Q4: 2,289 shares; 2025Q1: 2,634 shares; 2025Q2: 2,666 shares; 2025Q3: 2,358 shares; 2025Q4: 2,089 shares; 2026Q1: 2,089 shares 2,089 $207K 0.14% 0 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,154 shares; 2026Q1: 6,507 shares 6,507 $207K 0.14% -647 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,231 shares; 2025Q4: 4,231 shares; 2026Q1: 4,231 shares 4,231 $200K 0.14% 0 Timeline