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: 65,048 shares; 2024Q4: 59,289 shares; 2025Q1: 64,657 shares; 2025Q2: 46,361 shares; 2025Q3: 45,151 shares; 2025Q4: 46,518 shares; 2026Q1: 53,959 shares 53,959 $35.2M 3.93% +7,441 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,833 shares; 2024Q4: 863,406 shares; 2025Q1: 866,312 shares; 2025Q2: 846,559 shares; 2025Q3: 822,228 shares; 2025Q4: 805,920 shares; 2026Q1: 832,795 shares 832,795 $20.6M 2.3% +26,875 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: 228,943 shares; 2024Q4: 165,082 shares; 2025Q1: 193,779 shares; 2025Q2: 267,453 shares; 2025Q3: 281,619 shares; 2025Q4: 306,816 shares; 2026Q1: 288,440 shares 288,440 $20.1M 2.24% -18,376 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: 63,349 shares; 2024Q4: 59,115 shares; 2025Q1: 70,833 shares; 2025Q2: 74,221 shares; 2025Q3: 75,022 shares; 2025Q4: 75,702 shares; 2026Q1: 75,292 shares 75,292 $19.1M 2.13% -410 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: 155,553 shares; 2024Q4: 154,144 shares; 2025Q1: 160,209 shares; 2025Q2: 146,208 shares; 2025Q3: 144,290 shares; 2025Q4: 147,211 shares; 2026Q1: 154,912 shares 154,912 $17.5M 1.95% +7,701 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: 38,797 shares; 2024Q4: 37,789 shares; 2025Q1: 55,153 shares; 2025Q2: 63,358 shares; 2025Q3: 65,196 shares; 2025Q4: 85,492 shares; 2026Q1: 80,286 shares 80,286 $17M 1.89% -5,206 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,539 shares; 2024Q4: 39,400 shares; 2025Q1: 45,106 shares; 2025Q2: 45,473 shares; 2025Q3: 45,601 shares; 2025Q4: 44,646 shares; 2026Q1: 43,954 shares 43,954 $16.1M 1.8% -692 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: 149,229 shares; 2024Q4: 571,497 shares; 2025Q1: 581,279 shares; 2025Q2: 580,655 shares; 2025Q3: 545,868 shares; 2025Q4: 518,168 shares; 2026Q1: 512,233 shares 512,233 $14.9M 1.66% -5,935 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: 81,501 shares; 2024Q4: 74,008 shares; 2025Q1: 128,543 shares; 2025Q2: 91,442 shares; 2025Q3: 90,677 shares; 2025Q4: 81,926 shares; 2026Q1: 81,820 shares 81,820 $14.3M 1.59% -106 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: 226,107 shares; 2024Q4: 223,428 shares; 2025Q1: 223,822 shares; 2025Q2: 229,496 shares; 2025Q3: 264,261 shares; 2025Q4: 270,918 shares; 2026Q1: 229,364 shares 229,364 $13.3M 1.49% -41,554 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: 327,554 shares; 2024Q4: 311,579 shares; 2025Q1: 313,938 shares; 2025Q2: 293,148 shares; 2025Q3: 276,321 shares; 2025Q4: 277,066 shares; 2026Q1: 286,289 shares 286,289 $13.2M 1.47% +9,223 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: 212,304 shares; 2024Q4: 167,884 shares; 2025Q1: 190,676 shares; 2025Q2: 186,622 shares; 2025Q3: 186,594 shares; 2025Q4: 186,447 shares; 2026Q1: 185,587 shares 185,587 $13M 1.45% -860 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: 25,701 shares; 2024Q4: 23,953 shares; 2025Q1: 31,200 shares; 2025Q2: 31,161 shares; 2025Q3: 31,248 shares; 2025Q4: 31,899 shares; 2026Q1: 34,440 shares 34,440 $12.7M 1.42% +2,541 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: 57,577 shares; 2024Q4: 69,415 shares; 2025Q1: 71,420 shares; 2025Q2: 66,900 shares; 2025Q3: 63,458 shares; 2025Q4: 61,162 shares; 2026Q1: 63,913 shares 63,913 $12.5M 1.4% +2,751 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: 54,291 shares; 2024Q4: 49,592 shares; 2025Q1: 55,141 shares; 2025Q2: 55,764 shares; 2025Q3: 54,603 shares; 2025Q4: 54,835 shares; 2026Q1: 55,047 shares 55,047 $11.8M 1.32% +212 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: 155,187 shares; 2024Q4: 154,725 shares; 2025Q1: 144,043 shares; 2025Q2: 213,301 shares; 2025Q3: 184,753 shares; 2025Q4: 165,107 shares; 2026Q1: 143,410 shares 143,410 $10.7M 1.19% -21,697 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: 41,339 shares; 2024Q4: 39,034 shares; 2025Q1: 45,795 shares; 2025Q2: 46,419 shares; 2025Q3: 45,876 shares; 2025Q4: 48,013 shares; 2026Q1: 50,408 shares 50,408 $10.5M 1.17% +2,395 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: 67,111 shares; 2024Q4: 64,143 shares; 2025Q1: 68,845 shares; 2025Q2: 69,930 shares; 2025Q3: 71,286 shares; 2025Q4: 71,184 shares; 2026Q1: 70,828 shares 70,828 $10.3M 1.14% -356 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: 65,103 shares; 2024Q4: 90,920 shares; 2025Q1: 89,882 shares; 2025Q2: 75,465 shares; 2025Q3: 77,956 shares; 2025Q4: 95,461 shares; 2026Q1: 103,918 shares 103,918 $9.59M 1.07% +8,457 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: 32,124 shares; 2024Q4: 29,257 shares; 2025Q1: 32,022 shares; 2025Q2: 31,485 shares; 2025Q3: 31,406 shares; 2025Q4: 31,164 shares; 2026Q1: 31,378 shares 31,378 $9.23M 1.03% +214 Timeline SCHV 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: 112,173 shares; 2024Q4: 348,605 shares; 2025Q1: 353,726 shares; 2025Q2: 348,502 shares; 2025Q3: 348,606 shares; 2025Q4: 341,425 shares; 2026Q1: 287,278 shares 287,278 $8.76M 0.98% -54,147 Timeline BWX 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 9,283 shares; 2025Q4: 353,597 shares; 2026Q1: 388,551 shares 388,551 $8.53M 0.95% +34,954 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: 41,858 shares; 2024Q4: 41,457 shares; 2025Q1: 47,443 shares; 2025Q2: 36,885 shares; 2025Q3: 36,781 shares; 2025Q4: 36,035 shares; 2026Q1: 29,594 shares 29,594 $8.51M 0.95% -6,441 Timeline TLTW 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: 333,629 shares; 2024Q4: 274,709 shares; 2025Q1: 283,231 shares; 2025Q2: 285,415 shares; 2025Q3: 320,297 shares; 2025Q4: 347,441 shares; 2026Q1: 375,807 shares 375,807 $8.5M 0.95% +28,366 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: 83,476 shares; 2024Q4: 68,047 shares; 2025Q1: 70,611 shares; 2025Q2: 69,603 shares; 2025Q3: 69,395 shares; 2025Q4: 59,076 shares; 2026Q1: 75,807 shares 75,807 $8.05M 0.9% +16,731 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: 16,198 shares; 2024Q4: 15,943 shares; 2025Q1: 17,093 shares; 2025Q2: 17,880 shares; 2025Q3: 18,046 shares; 2025Q4: 17,728 shares; 2026Q1: 18,037 shares 18,037 $7.88M 0.88% +309 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,998 shares; 2024Q4: 90,951 shares; 2025Q1: 91,552 shares; 2025Q2: 90,842 shares; 2025Q3: 87,448 shares; 2025Q4: 86,990 shares; 2026Q1: 88,173 shares 88,173 $7.51M 0.84% +1,183 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: 216,183 shares; 2024Q4: 300,686 shares; 2025Q1: 302,295 shares; 2025Q2: 230,787 shares; 2025Q3: 231,127 shares; 2025Q4: 284,919 shares; 2026Q1: 304,718 shares 304,718 $7.08M 0.79% +19,799 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,131 shares; 2024Q4: 70,045 shares; 2025Q1: 70,965 shares; 2025Q2: 73,154 shares; 2025Q3: 72,088 shares; 2025Q4: 70,772 shares; 2026Q1: 71,389 shares 71,389 $6.85M 0.76% +617 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: 85,937 shares; 2024Q4: 94,540 shares; 2025Q1: 59,011 shares; 2025Q2: 55,512 shares; 2025Q3: 22,047 shares; 2025Q4: 10,547 shares; 2026Q1: 61,335 shares 61,335 $6.83M 0.76% +50,788 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: 57,866 shares; 2024Q4: 57,116 shares; 2025Q1: 67,924 shares; 2025Q2: 72,480 shares; 2025Q3: 60,896 shares; 2025Q4: 35,656 shares; 2026Q1: 35,497 shares 35,497 $6.81M 0.76% -159 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: 17,718 shares; 2024Q4: 16,416 shares; 2025Q1: 18,720 shares; 2025Q2: 19,481 shares; 2025Q3: 18,511 shares; 2025Q4: 18,795 shares; 2026Q1: 21,627 shares 21,627 $6.69M 0.75% +2,832 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: 58,364 shares; 2024Q4: 52,830 shares; 2025Q1: 98,960 shares; 2025Q2: 54,642 shares; 2025Q3: 54,502 shares; 2025Q4: 54,559 shares; 2026Q1: 53,249 shares 53,249 $6.62M 0.74% -1,310 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: 4,956 shares; 2024Q4: 4,523 shares; 2025Q1: 9,808 shares; 2025Q2: 10,767 shares; 2025Q3: 12,803 shares; 2025Q4: 12,975 shares; 2026Q1: 13,513 shares 13,513 $6.48M 0.72% +538 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: 9,416 shares; 2024Q4: 9,314 shares; 2025Q1: 10,367 shares; 2025Q2: 10,719 shares; 2025Q3: 10,655 shares; 2025Q4: 11,769 shares; 2026Q1: 11,309 shares 11,309 $6.47M 0.72% -460 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 14,709 shares; 2025Q1: 16,404 shares; 2025Q2: 16,572 shares; 2025Q3: 16,804 shares; 2025Q4: 25,884 shares; 2026Q1: 26,550 shares 26,550 $6.37M 0.71% +666 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,825 shares; 2024Q4: 66,864 shares; 2025Q1: 67,034 shares; 2025Q2: 74,089 shares; 2025Q3: 69,728 shares; 2025Q4: 66,601 shares; 2026Q1: 66,515 shares 66,515 $6.29M 0.7% -86 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: 66,507 shares; 2025Q3: 155,876 shares; 2025Q4: 173,302 shares; 2026Q1: 183,998 shares 183,998 $6.06M 0.68% +10,696 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: 38,802 shares; 2024Q4: 28,877 shares; 2025Q1: 22,144 shares; 2025Q2: 21,888 shares; 2025Q3: 21,956 shares; 2025Q4: 45,427 shares; 2026Q1: 44,849 shares 44,849 $5.96M 0.66% -578 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: 13,408 shares; 2025Q2: 150,259 shares; 2025Q3: 153,970 shares; 2025Q4: 157,934 shares; 2026Q1: 164,317 shares 164,317 $5.95M 0.66% +6,383 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: 6,016 shares; 2024Q4: 5,078 shares; 2025Q1: 11,197 shares; 2025Q2: 9,342 shares; 2025Q3: 9,366 shares; 2025Q4: 9,211 shares; 2026Q1: 9,132 shares 9,132 $5.94M 0.66% -79 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: 39,919 shares; 2024Q4: 41,281 shares; 2025Q1: 47,100 shares; 2025Q2: 51,488 shares; 2025Q3: 51,036 shares; 2025Q4: 51,162 shares; 2026Q1: 51,973 shares 51,973 $5.89M 0.66% +811 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: 32,993 shares; 2024Q4: 36,673 shares; 2025Q1: 35,288 shares; 2025Q2: 34,220 shares; 2025Q3: 33,373 shares; 2025Q4: 32,677 shares; 2026Q1: 30,150 shares 30,150 $5.79M 0.64% -2,527 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: 5,093 shares; 2024Q4: 4,892 shares; 2025Q1: 5,648 shares; 2025Q2: 5,274 shares; 2025Q3: 5,386 shares; 2025Q4: 60,108 shares; 2026Q1: 59,212 shares 59,212 $5.69M 0.63% -896 Timeline FLTR 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: 57,588 shares; 2024Q4: 379,237 shares; 2025Q1: 386,847 shares; 2025Q2: 336,565 shares; 2025Q3: 331,284 shares; 2025Q4: 198,962 shares; 2026Q1: 209,139 shares 209,139 $5.33M 0.59% +10,177 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,985 shares; 2024Q4: 53,126 shares; 2025Q1: 53,726 shares; 2025Q2: 60,301 shares; 2025Q3: 56,150 shares; 2025Q4: 54,999 shares; 2026Q1: 54,992 shares 54,992 $5.31M 0.59% -7 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: 13,190 shares; 2024Q4: 12,983 shares; 2025Q1: 13,891 shares; 2025Q2: 14,481 shares; 2025Q3: 14,674 shares; 2025Q4: 14,854 shares; 2026Q1: 16,115 shares 16,115 $5.3M 0.59% +1,261 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: 5,326 shares; 2024Q4: 4,541 shares; 2025Q1: 6,002 shares; 2025Q2: 9,616 shares; 2025Q3: 16,029 shares; 2025Q4: 15,563 shares; 2026Q1: 16,811 shares 16,811 $5.22M 0.58% +1,248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,458 shares; 2025Q3: 27,981 shares; 2025Q4: 27,214 shares; 2026Q1: 22,789 shares 22,789 $4.87M 0.54% -4,425 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,370 shares; 2024Q4: 30,030 shares; 2025Q1: 55,604 shares; 2025Q2: 37,497 shares; 2025Q3: 36,233 shares; 2025Q4: 44,602 shares; 2026Q1: 45,509 shares 45,509 $4.82M 0.54% +907 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,314 shares; 2024Q4: 9,865 shares; 2025Q1: 19,144 shares; 2025Q2: 10,235 shares; 2025Q3: 10,506 shares; 2025Q4: 11,062 shares; 2026Q1: 11,248 shares 11,248 $4.69M 0.52% +186 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,636 shares; 2025Q2: 57,244 shares; 2025Q3: 57,987 shares; 2025Q4: 64,533 shares; 2026Q1: 63,798 shares 63,798 $4.59M 0.51% -735 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: 35,690 shares; 2024Q4: 36,952 shares; 2025Q1: 55,896 shares; 2025Q2: 41,366 shares; 2025Q3: 43,361 shares; 2025Q4: 44,255 shares; 2026Q1: 199,493 shares 199,493 $4.57M 0.51% +155,238 Timeline IDEF 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: 134,611 shares 134,611 $4.4M 0.49% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,030 shares; 2024Q4: 22,611 shares; 2025Q1: 29,332 shares; 2025Q2: 29,392 shares; 2025Q3: 29,324 shares; 2025Q4: 29,108 shares; 2026Q1: 28,251 shares 28,251 $4.38M 0.49% -857 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: 39,497 shares; 2024Q4: 42,393 shares; 2025Q1: 39,569 shares; 2025Q2: 40,420 shares; 2025Q3: 41,501 shares; 2025Q4: 42,851 shares; 2026Q1: 44,766 shares 44,766 $4.25M 0.47% +1,915 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: 519 shares; 2025Q3: 598 shares; 2025Q4: 603 shares; 2026Q1: 4,782 shares 4,782 $4.17M 0.47% +4,179 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,043 shares; 2024Q4: 16,423 shares; 2025Q1: 16,870 shares; 2025Q2: 15,154 shares; 2025Q3: 15,310 shares; 2025Q4: 15,458 shares; 2026Q1: 10,620 shares 10,620 $4.15M 0.46% -4,838 Timeline AVDV 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: 53,330 shares; 2024Q4: 36,794 shares; 2025Q1: 37,098 shares; 2025Q2: 38,164 shares; 2025Q3: 36,615 shares; 2025Q4: 39,457 shares; 2026Q1: 41,235 shares 41,235 $4.12M 0.46% +1,778 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,701 shares; 2024Q4: 27,879 shares; 2025Q1: 53,642 shares; 2025Q2: 28,080 shares; 2025Q3: 27,954 shares; 2025Q4: 31,515 shares; 2026Q1: 31,214 shares 31,214 $4.09M 0.46% -301 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: 10,052 shares; 2024Q4: 9,527 shares; 2025Q1: 9,827 shares; 2025Q2: 9,977 shares; 2025Q3: 9,910 shares; 2025Q4: 9,969 shares; 2026Q1: 9,463 shares 9,463 $4.04M 0.45% -506 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: 26,190 shares; 2024Q4: 26,870 shares; 2025Q1: 30,688 shares; 2025Q2: 32,764 shares; 2025Q3: 33,599 shares; 2025Q4: 33,888 shares; 2026Q1: 25,254 shares 25,254 $4.03M 0.45% -8,634 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: 96,347 shares 96,347 $3.96M 0.44% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,123 shares; 2024Q4: 110,031 shares; 2025Q1: 110,099 shares; 2025Q2: 111,902 shares; 2025Q3: 110,642 shares; 2025Q4: 119,803 shares; 2026Q1: 115,989 shares 115,989 $3.82M 0.43% -3,814 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 4,401 shares; 2025Q4: 7,804 shares; 2026Q1: 8,055 shares 8,055 $3.71M 0.41% +251 Timeline IWC 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: 29,991 shares; 2024Q4: 29,253 shares; 2025Q1: 29,421 shares; 2025Q2: 30,111 shares; 2025Q3: 27,954 shares; 2025Q4: 22,634 shares; 2026Q1: 23,076 shares 23,076 $3.68M 0.41% +442 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: 32,337 shares; 2024Q4: 34,177 shares; 2025Q1: 34,692 shares; 2025Q2: 33,042 shares; 2025Q3: 40,357 shares; 2025Q4: 37,957 shares; 2026Q1: 37,541 shares 37,541 $3.68M 0.41% -416 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: 15,664 shares; 2024Q4: 14,395 shares; 2025Q1: 32,563 shares; 2025Q2: 42,558 shares; 2025Q3: 52,887 shares; 2025Q4: 50,700 shares; 2026Q1: 35,303 shares 35,303 $3.56M 0.4% -15,397 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,106 shares; 2024Q4: 15,298 shares; 2025Q1: 16,009 shares; 2025Q2: 10,964 shares; 2025Q3: 11,322 shares; 2025Q4: 11,761 shares; 2026Q1: 11,832 shares 11,832 $3.49M 0.39% +71 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 15,957 shares; 2025Q1: 16,527 shares; 2025Q2: 16,566 shares; 2025Q3: 17,296 shares; 2025Q4: 15,567 shares; 2026Q1: 15,614 shares 15,614 $3.39M 0.38% +47 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 9,016 shares; 2025Q1: 9,011 shares; 2025Q2: 9,170 shares; 2025Q3: 9,242 shares; 2025Q4: 9,300 shares; 2026Q1: 9,320 shares 9,320 $3.33M 0.37% +20 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,802 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,768 shares 16,768 $3.32M 0.37% new 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: 19,723 shares; 2024Q4: 19,536 shares; 2025Q1: 25,373 shares; 2025Q2: 25,453 shares; 2025Q3: 25,460 shares; 2025Q4: 25,512 shares; 2026Q1: 24,969 shares 24,969 $3.27M 0.36% -543 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: 6,414 shares; 2024Q4: 5,475 shares; 2025Q1: 5,980 shares; 2025Q2: 6,346 shares; 2025Q3: 6,434 shares; 2025Q4: 7,055 shares; 2026Q1: 13,121 shares 13,121 $3.21M 0.36% +6,066 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,877 shares; 2024Q4: 24,210 shares; 2025Q1: 25,739 shares; 2025Q2: 17,652 shares; 2025Q3: 18,287 shares; 2025Q4: 19,102 shares; 2026Q1: 20,389 shares 20,389 $3.21M 0.36% +1,287 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 4,705 shares; 2025Q1: 7,082 shares; 2025Q2: 6,981 shares; 2025Q3: 7,863 shares; 2025Q4: 7,449 shares; 2026Q1: 7,322 shares 7,322 $3.15M 0.35% -127 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: 33,826 shares; 2024Q4: 104,969 shares; 2025Q1: 106,377 shares; 2025Q2: 104,038 shares; 2025Q3: 103,179 shares; 2025Q4: 102,252 shares; 2026Q1: 100,049 shares 100,049 $3.1M 0.35% -2,203 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,159 shares; 2024Q4: 18,426 shares; 2025Q1: 19,622 shares; 2025Q2: 18,466 shares; 2025Q3: 18,112 shares; 2025Q4: 16,997 shares; 2026Q1: 16,770 shares 16,770 $3.09M 0.34% -227 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,041 shares; 2025Q2: 4,534 shares; 2025Q3: 5,468 shares; 2025Q4: 5,703 shares; 2026Q1: 5,650 shares 5,650 $3.04M 0.34% -53 Timeline VGK 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: 2,725 shares; 2024Q4: 2,000 shares; 2025Q1: 19,485 shares; 2025Q2: 32,240 shares; 2025Q3: 31,584 shares; 2025Q4: 38,229 shares; 2026Q1: 36,795 shares 36,795 $3.03M 0.34% -1,434 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: 2,520 shares; 2024Q4: 2,213 shares; 2025Q1: 3,455 shares; 2025Q2: 4,463 shares; 2025Q3: 4,379 shares; 2025Q4: 4,376 shares; 2026Q1: 8,093 shares 8,093 $3.01M 0.34% +3,717 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,565 shares; 2024Q4: 37,429 shares; 2025Q1: 35,773 shares; 2025Q2: 40,686 shares; 2025Q3: 40,591 shares; 2025Q4: 36,163 shares; 2026Q1: 35,984 shares 35,984 $3.01M 0.34% -179 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 22,761 shares; 2025Q1: 25,326 shares; 2025Q2: 14,092 shares; 2025Q3: 14,720 shares; 2025Q4: 16,628 shares; 2026Q1: 18,187 shares 18,187 $2.92M 0.32% +1,559 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: 4,258 shares; 2024Q4: 4,178 shares; 2025Q1: 3,511 shares; 2025Q2: 3,419 shares; 2025Q3: 3,424 shares; 2025Q4: 2,888 shares; 2026Q1: 2,917 shares 2,917 $2.91M 0.32% +29 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,181 shares; 2024Q4: 105,102 shares; 2025Q1: 107,285 shares; 2025Q2: 106,246 shares; 2025Q3: 104,767 shares; 2025Q4: 101,322 shares; 2026Q1: 98,716 shares 98,716 $2.87M 0.32% -2,606 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: 25,722 shares; 2024Q4: 26,932 shares; 2025Q1: 27,936 shares; 2025Q2: 28,921 shares; 2025Q3: 22,119 shares; 2025Q4: 26,251 shares; 2026Q1: 28,330 shares 28,330 $2.81M 0.31% +2,079 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: 4,244 shares; 2024Q4: 4,911 shares; 2025Q1: 3,710 shares; 2025Q2: 3,626 shares; 2025Q3: 3,765 shares; 2025Q4: 4,898 shares; 2026Q1: 4,697 shares 4,697 $2.81M 0.31% -201 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: 35,640 shares; 2024Q4: 32,237 shares; 2025Q1: 32,238 shares; 2025Q2: 24,736 shares; 2025Q3: 25,772 shares; 2025Q4: 26,884 shares; 2026Q1: 29,252 shares 29,252 $2.8M 0.31% +2,368 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: 3,658 shares; 2024Q4: 2,981 shares; 2025Q1: 3,287 shares; 2025Q2: 3,235 shares; 2025Q3: 3,165 shares; 2025Q4: 3,122 shares; 2026Q1: 3,032 shares 3,032 $2.79M 0.31% -90 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: 829 shares; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 7,645 shares; 2025Q3: 7,788 shares; 2025Q4: 8,142 shares; 2026Q1: 8,542 shares 8,542 $2.78M 0.31% +400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,384 shares; 2025Q4: 1,372 shares; 2026Q1: 8,124 shares 8,124 $2.78M 0.31% +6,752 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: 3,110 shares; 2025Q2: 49,501 shares; 2025Q3: 50,620 shares; 2025Q4: 52,743 shares; 2026Q1: 55,474 shares 55,474 $2.78M 0.31% +2,731 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: 40,160 shares; 2024Q4: 118,438 shares; 2025Q1: 118,866 shares; 2025Q2: 111,557 shares; 2025Q3: 110,980 shares; 2025Q4: 110,022 shares; 2026Q1: 107,966 shares 107,966 $2.77M 0.31% -2,056 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: 13,570 shares; 2024Q4: 13,228 shares; 2025Q1: 14,423 shares; 2025Q2: 14,236 shares; 2025Q3: 14,817 shares; 2025Q4: 15,402 shares; 2026Q1: 9,146 shares 9,146 $2.76M 0.31% -6,256 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 389 shares; 2026Q1: 3,048 shares 3,048 $2.73M 0.3% +2,659 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,620 shares; 2024Q4: 10,129 shares; 2025Q1: 20,037 shares; 2025Q2: 13,094 shares; 2025Q3: 16,210 shares; 2025Q4: 16,401 shares; 2026Q1: 13,548 shares 13,548 $2.67M 0.3% -2,853 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 3,408 shares; 2025Q1: 3,704 shares; 2025Q2: 6,104 shares; 2025Q3: 21,838 shares; 2025Q4: 28,452 shares; 2026Q1: 32,108 shares 32,108 $2.66M 0.3% +3,656 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: 7,727 shares; 2024Q4: 5,611 shares; 2025Q1: 9,531 shares; 2025Q2: 8,191 shares; 2025Q3: 8,075 shares; 2025Q4: 8,841 shares; 2026Q1: 9,231 shares 9,231 $2.65M 0.3% +390 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: 6,428 shares; 2024Q4: 6,222 shares; 2025Q1: 3,127 shares; 2025Q2: 3,045 shares; 2025Q3: 3,051 shares; 2025Q4: 3,994 shares; 2026Q1: 4,363 shares 4,363 $2.64M 0.29% +369 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: not reported; 2025Q4: not reported; 2026Q1: 20,523 shares 20,523 $2.59M 0.29% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,177 shares; 2024Q4: 10,945 shares; 2025Q1: 11,414 shares; 2025Q2: 10,928 shares; 2025Q3: 10,419 shares; 2025Q4: 10,095 shares; 2026Q1: 10,029 shares 10,029 $2.58M 0.29% -66 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 856 shares; 2026Q1: 9,221 shares 9,221 $2.57M 0.29% +8,365 Timeline LMUB 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: 51,337 shares 51,337 $2.56M 0.29% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 18,866 shares; 2025Q1: 13,324 shares; 2025Q2: 13,305 shares; 2025Q3: 13,357 shares; 2025Q4: 13,498 shares; 2026Q1: 7,359 shares 7,359 $2.54M 0.28% -6,139 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,204 shares; 2024Q4: 8,562 shares; 2025Q1: 10,444 shares; 2025Q2: 10,859 shares; 2025Q3: 14,384 shares; 2025Q4: 14,543 shares; 2026Q1: 13,403 shares 13,403 $2.5M 0.28% -1,140 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: 9,763 shares; 2024Q4: 7,512 shares; 2025Q1: 10,621 shares; 2025Q2: 9,704 shares; 2025Q3: 9,699 shares; 2025Q4: 29,518 shares; 2026Q1: 31,136 shares 31,136 $2.48M 0.28% +1,618 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 2,674 shares; 2025Q1: 3,951 shares; 2025Q2: 3,579 shares; 2025Q3: 3,421 shares; 2025Q4: 23,780 shares; 2026Q1: 25,067 shares 25,067 $2.47M 0.27% +1,287 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 4,621 shares; 2025Q1: 4,995 shares; 2025Q2: 5,119 shares; 2025Q3: 6,667 shares; 2025Q4: 6,535 shares; 2026Q1: 5,714 shares 5,714 $2.43M 0.27% -821 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: 1,475 shares; 2024Q4: 1,029 shares; 2025Q1: 3,972 shares; 2025Q2: 3,606 shares; 2025Q3: 3,377 shares; 2025Q4: 3,982 shares; 2026Q1: 4,179 shares 4,179 $2.41M 0.27% +197 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: 43,297 shares; 2024Q4: 45,225 shares; 2025Q1: 47,825 shares; 2025Q2: 51,869 shares; 2025Q3: 54,028 shares; 2025Q4: 55,533 shares; 2026Q1: 45,917 shares 45,917 $2.38M 0.27% -9,616 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,963 shares; 2024Q4: 28,136 shares; 2025Q1: 30,680 shares; 2025Q2: 32,248 shares; 2025Q3: 32,274 shares; 2025Q4: 25,460 shares; 2026Q1: 25,551 shares 25,551 $2.37M 0.26% +91 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,217 shares; 2025Q1: 116,969 shares; 2025Q2: 84,206 shares; 2025Q3: 85,359 shares; 2025Q4: 94,508 shares; 2026Q1: 97,547 shares 97,547 $2.32M 0.26% +3,039 Timeline VCLT 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: 84,829 shares; 2024Q4: 27,013 shares; 2025Q1: 27,151 shares; 2025Q2: 26,487 shares; 2025Q3: 26,587 shares; 2025Q4: 28,568 shares; 2026Q1: 30,543 shares 30,543 $2.28M 0.25% +1,975 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,998 shares; 2025Q1: 27,182 shares; 2025Q2: 23,108 shares; 2025Q3: 41,193 shares; 2025Q4: 42,705 shares; 2026Q1: 25,514 shares 25,514 $2.25M 0.25% -17,191 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 8,104 shares; 2025Q1: 10,051 shares; 2025Q2: 7,125 shares; 2025Q3: 7,213 shares; 2025Q4: 7,230 shares; 2026Q1: 7,031 shares 7,031 $2.24M 0.25% -199 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: 27,894 shares; 2024Q4: 27,755 shares; 2025Q1: 28,946 shares; 2025Q2: 28,455 shares; 2025Q3: 28,577 shares; 2025Q4: 28,489 shares; 2026Q1: 28,613 shares 28,613 $2.19M 0.24% +124 Timeline EDIV 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: 62,678 shares; 2024Q4: 53,349 shares; 2025Q1: 56,123 shares; 2025Q2: 54,740 shares; 2025Q3: 54,965 shares; 2025Q4: 55,487 shares; 2026Q1: 55,440 shares 55,440 $2.19M 0.24% -47 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,342 shares; 2025Q3: 25,781 shares; 2025Q4: 26,632 shares; 2026Q1: 27,185 shares 27,185 $2.18M 0.24% +553 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 5,365 shares; 2025Q1: 11,259 shares; 2025Q2: 5,082 shares; 2025Q3: 5,047 shares; 2025Q4: 4,922 shares; 2026Q1: 4,986 shares 4,986 $2.16M 0.24% +64 Timeline DWX 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: 59,291 shares; 2024Q4: 47,567 shares; 2025Q1: 49,327 shares; 2025Q2: 47,790 shares; 2025Q3: 46,831 shares; 2025Q4: 47,415 shares; 2026Q1: 47,215 shares 47,215 $2.15M 0.24% -200 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: 527 shares; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 3,797 shares; 2025Q3: 3,885 shares; 2025Q4: 3,623 shares; 2026Q1: 4,273 shares 4,273 $2.14M 0.24% +650 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,349 shares; 2025Q1: 6,585 shares; 2025Q2: 7,320 shares; 2025Q3: 7,359 shares; 2025Q4: 7,323 shares; 2026Q1: 7,476 shares 7,476 $2.08M 0.23% +153 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: 37,480 shares; 2024Q4: 37,891 shares; 2025Q1: 32,942 shares; 2025Q2: 36,911 shares; 2025Q3: 40,006 shares; 2025Q4: 33,400 shares; 2026Q1: 23,860 shares 23,860 $2.07M 0.23% -9,540 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 9,159 shares; 2025Q1: 9,124 shares; 2025Q2: 9,124 shares; 2025Q3: 9,124 shares; 2025Q4: 8,994 shares; 2026Q1: 8,750 shares 8,750 $2.05M 0.23% -244 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: 8,091 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 6,245 shares; 2025Q3: 10,639 shares; 2025Q4: 16,604 shares; 2026Q1: 17,285 shares 17,285 $2.05M 0.23% +681 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: 16,869 shares; 2024Q4: 56,103 shares; 2025Q1: 60,393 shares; 2025Q2: 59,907 shares; 2025Q3: 60,107 shares; 2025Q4: 66,556 shares; 2026Q1: 66,488 shares 66,488 $2.04M 0.23% -68 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: 23,897 shares; 2024Q4: 19,984 shares; 2025Q1: 23,817 shares; 2025Q2: 15,765 shares; 2025Q3: 15,711 shares; 2025Q4: 16,273 shares; 2026Q1: 16,037 shares 16,037 $1.99M 0.22% -236 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,607 shares; 2025Q1: 29,513 shares; 2025Q2: 30,958 shares; 2025Q3: 30,739 shares; 2025Q4: 27,124 shares; 2026Q1: 32,318 shares 32,318 $1.98M 0.22% +5,194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,100 shares; 2026Q1: 13,932 shares 13,932 $1.94M 0.22% -168 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: 32,842 shares; 2024Q4: 36,619 shares; 2025Q1: 41,391 shares; 2025Q2: 39,476 shares; 2025Q3: 37,944 shares; 2025Q4: 38,196 shares; 2026Q1: 38,371 shares 38,371 $1.89M 0.21% +175 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 5,920 shares; 2025Q1: 6,804 shares; 2025Q2: 6,970 shares; 2025Q3: 7,260 shares; 2025Q4: 7,638 shares; 2026Q1: 7,684 shares 7,684 $1.86M 0.21% +46 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: 8,940 shares; 2024Q4: 8,150 shares; 2025Q1: 10,127 shares; 2025Q2: 12,562 shares; 2025Q3: 11,607 shares; 2025Q4: 12,018 shares; 2026Q1: 10,897 shares 10,897 $1.85M 0.21% -1,121 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: 15,553 shares; 2024Q4: 6,366 shares; 2025Q1: 7,055 shares; 2025Q2: 7,695 shares; 2025Q3: 7,732 shares; 2025Q4: 7,745 shares; 2026Q1: 7,545 shares 7,545 $1.84M 0.21% -200 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,849 shares; 2024Q4: 50,753 shares; 2025Q1: 52,548 shares; 2025Q2: 62,703 shares; 2025Q3: 53,902 shares; 2025Q4: 43,739 shares; 2026Q1: 24,382 shares 24,382 $1.8M 0.2% -19,357 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,992 shares; 2024Q4: 15,512 shares; 2025Q1: 16,394 shares; 2025Q2: 17,129 shares; 2025Q3: 17,453 shares; 2025Q4: 18,034 shares; 2026Q1: 9,932 shares 9,932 $1.79M 0.2% -8,102 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: 6,837 shares; 2024Q4: 4,718 shares; 2025Q1: 7,112 shares; 2025Q2: 6,558 shares; 2025Q3: 6,277 shares; 2025Q4: 7,508 shares; 2026Q1: 7,209 shares 7,209 $1.79M 0.2% -299 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,629 shares; 2024Q4: 49,119 shares; 2025Q1: 95,023 shares; 2025Q2: 47,995 shares; 2025Q3: 48,374 shares; 2025Q4: 48,377 shares; 2026Q1: 48,294 shares 48,294 $1.77M 0.2% -83 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,208 shares 10,208 $1.74M 0.19% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,788 shares; 2025Q1: 8,932 shares; 2025Q2: 10,003 shares; 2025Q3: 11,079 shares; 2025Q4: 13,382 shares; 2026Q1: 6,432 shares 6,432 $1.74M 0.19% -6,950 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: 11,438 shares; 2026Q1: 14,862 shares 14,862 $1.67M 0.19% +3,424 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: 24,114 shares; 2024Q4: 55,329 shares; 2025Q1: 51,146 shares; 2025Q2: 48,320 shares; 2025Q3: 44,970 shares; 2025Q4: 64,754 shares; 2026Q1: 36,222 shares 36,222 $1.64M 0.18% -28,532 Timeline PTLC 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: 49,023 shares; 2024Q4: 37,631 shares; 2025Q1: 37,406 shares; 2025Q2: 34,206 shares; 2025Q3: 31,919 shares; 2025Q4: 31,307 shares; 2026Q1: 30,757 shares 30,757 $1.61M 0.18% -550 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,423 shares; 2024Q4: 20,376 shares; 2025Q1: 28,345 shares; 2025Q2: 28,134 shares; 2025Q3: 28,145 shares; 2025Q4: 28,505 shares; 2026Q1: 29,043 shares 29,043 $1.57M 0.17% +538 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: 20,203 shares; 2024Q4: 13,889 shares; 2025Q1: 20,248 shares; 2025Q2: 19,484 shares; 2025Q3: 19,451 shares; 2025Q4: 23,266 shares; 2026Q1: 22,957 shares 22,957 $1.55M 0.17% -309 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: 27,997 shares; 2024Q4: 34,873 shares; 2025Q1: 35,731 shares; 2025Q2: 32,714 shares; 2025Q3: 30,333 shares; 2025Q4: 27,763 shares; 2026Q1: 27,152 shares 27,152 $1.54M 0.17% -611 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: 17,522 shares; 2024Q4: 17,211 shares; 2025Q1: 17,751 shares; 2025Q2: 17,473 shares; 2025Q3: 17,498 shares; 2025Q4: 17,640 shares; 2026Q1: 17,682 shares 17,682 $1.53M 0.17% +42 Timeline WDIV 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: 16,850 shares; 2024Q4: 17,265 shares; 2025Q1: 17,702 shares; 2025Q2: 18,196 shares; 2025Q3: 18,377 shares; 2025Q4: 19,022 shares; 2026Q1: 19,156 shares 19,156 $1.48M 0.16% +134 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: 16,756 shares; 2024Q4: 15,465 shares; 2025Q1: 14,660 shares; 2025Q2: 20,899 shares; 2025Q3: 19,258 shares; 2025Q4: 19,322 shares; 2026Q1: 19,564 shares 19,564 $1.47M 0.16% +242 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: 33,455 shares; 2024Q4: 34,611 shares; 2025Q1: 34,796 shares; 2025Q2: 30,177 shares; 2025Q3: 30,267 shares; 2025Q4: 30,324 shares; 2026Q1: 32,555 shares 32,555 $1.47M 0.16% +2,231 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,282 shares; 2025Q1: 1,278 shares; 2025Q2: 2,746 shares; 2025Q3: 2,646 shares; 2025Q4: 2,641 shares; 2026Q1: 2,606 shares 2,606 $1.46M 0.16% -35 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: 2,289 shares; 2024Q4: 2,244 shares; 2025Q1: 10,616 shares; 2025Q2: 18,375 shares; 2025Q3: 30,921 shares; 2025Q4: 33,064 shares; 2026Q1: 4,570 shares 4,570 $1.45M 0.16% -28,494 Timeline FNDF 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: 28,230 shares; 2024Q4: 29,197 shares; 2025Q1: 31,497 shares; 2025Q2: 37,438 shares; 2025Q3: 38,233 shares; 2025Q4: 30,355 shares; 2026Q1: 29,621 shares 29,621 $1.45M 0.16% -734 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: 10,310 shares; 2024Q4: 9,890 shares; 2025Q1: 10,626 shares; 2025Q2: 10,420 shares; 2025Q3: 9,830 shares; 2025Q4: 10,023 shares; 2026Q1: 9,856 shares 9,856 $1.42M 0.16% -167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,053 shares 16,053 $1.39M 0.15% new 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: 31,694 shares; 2024Q4: 37,060 shares; 2025Q1: 35,786 shares; 2025Q2: 28,015 shares; 2025Q3: 27,303 shares; 2025Q4: 27,858 shares; 2026Q1: 30,229 shares 30,229 $1.38M 0.15% +2,371 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,272 shares; 2024Q4: 14,022 shares; 2025Q1: 14,356 shares; 2025Q2: 14,356 shares; 2025Q3: 14,356 shares; 2025Q4: 28,712 shares; 2026Q1: 28,721 shares 28,721 $1.32M 0.15% +9 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: 20,916 shares; 2024Q4: 25,313 shares; 2025Q1: 26,875 shares; 2025Q2: 25,923 shares; 2025Q3: 24,488 shares; 2025Q4: 24,778 shares; 2026Q1: 24,707 shares 24,707 $1.3M 0.14% -71 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,373 shares; 2024Q4: 12,328 shares; 2025Q1: 12,391 shares; 2025Q2: 12,914 shares; 2025Q3: 12,997 shares; 2025Q4: 13,285 shares; 2026Q1: 13,436 shares 13,436 $1.28M 0.14% +151 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: not reported; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,802 shares 10,802 $1.28M 0.14% +2 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: 21,831 shares; 2024Q4: 17,170 shares; 2025Q1: 17,570 shares; 2025Q2: 17,752 shares; 2025Q3: 16,762 shares; 2025Q4: 14,728 shares; 2026Q1: 15,433 shares 15,433 $1.27M 0.14% +705 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: 53,539 shares; 2024Q4: 38,406 shares; 2025Q1: 40,375 shares; 2025Q2: 39,723 shares; 2025Q3: 45,788 shares; 2025Q4: 50,225 shares; 2026Q1: 55,067 shares 55,067 $1.27M 0.14% +4,842 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: 32,798 shares; 2024Q4: 32,851 shares; 2025Q1: 34,401 shares; 2025Q2: 38,726 shares; 2025Q3: 38,673 shares; 2025Q4: 43,228 shares; 2026Q1: 43,736 shares 43,736 $1.27M 0.14% +508 Timeline MINO 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: 13,120 shares; 2024Q4: 13,621 shares; 2025Q1: 13,679 shares; 2025Q2: 12,692 shares; 2025Q3: 12,402 shares; 2025Q4: 23,788 shares; 2026Q1: 27,809 shares 27,809 $1.26M 0.14% +4,021 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: 14,963 shares; 2024Q4: 16,808 shares; 2025Q1: 20,168 shares; 2025Q2: 18,692 shares; 2025Q3: 19,525 shares; 2025Q4: 19,402 shares; 2026Q1: 19,359 shares 19,359 $1.24M 0.14% -43 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: 29,707 shares; 2024Q4: 20,711 shares; 2025Q1: 27,307 shares; 2025Q2: 29,280 shares; 2025Q3: 28,186 shares; 2025Q4: 23,415 shares; 2026Q1: 24,847 shares 24,847 $1.24M 0.14% +1,432 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: 4,789 shares; 2024Q4: 4,425 shares; 2025Q1: 4,555 shares; 2025Q2: 4,881 shares; 2025Q3: 4,892 shares; 2025Q4: 6,009 shares; 2026Q1: 5,891 shares 5,891 $1.22M 0.14% -118 Timeline PCEF 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: 63,391 shares; 2024Q4: 58,468 shares; 2025Q1: 58,042 shares; 2025Q2: 62,100 shares; 2025Q3: 62,415 shares; 2025Q4: 63,163 shares; 2026Q1: 64,563 shares 64,563 $1.22M 0.14% +1,400 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 11,310 shares; 2025Q1: 11,974 shares; 2025Q2: 12,330 shares; 2025Q3: 12,631 shares; 2025Q4: 12,747 shares; 2026Q1: 12,322 shares 12,322 $1.2M 0.13% -425 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: 13,257 shares; 2024Q4: 13,666 shares; 2025Q1: 13,003 shares; 2025Q2: 12,298 shares; 2025Q3: 11,669 shares; 2025Q4: 11,999 shares; 2026Q1: 12,966 shares 12,966 $1.18M 0.13% +967 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: 4,793 shares; 2024Q4: 4,591 shares; 2025Q1: 4,964 shares; 2025Q2: 4,845 shares; 2025Q3: 4,753 shares; 2025Q4: 5,379 shares; 2026Q1: 5,384 shares 5,384 $1.17M 0.13% +5 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 986 shares; 2025Q3: 1,588 shares; 2025Q4: 5,734 shares; 2026Q1: 11,506 shares 11,506 $1.16M 0.13% +5,772 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: 45,999 shares; 2024Q4: 37,089 shares; 2025Q1: 36,387 shares; 2025Q2: 24,919 shares; 2025Q3: 22,561 shares; 2025Q4: 23,037 shares; 2026Q1: 24,601 shares 24,601 $1.12M 0.12% +1,564 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: 9,830 shares; 2024Q4: 9,672 shares; 2025Q1: 9,672 shares; 2025Q2: 7,826 shares; 2025Q3: 7,646 shares; 2025Q4: 8,425 shares; 2026Q1: 8,425 shares 8,425 $1.12M 0.12% 0 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: 13,926 shares; 2024Q4: 25,805 shares; 2025Q1: 32,375 shares; 2025Q2: 33,209 shares; 2025Q3: 36,619 shares; 2025Q4: 33,290 shares; 2026Q1: 28,100 shares 28,100 $1.08M 0.12% -5,190 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,705 shares; 2025Q2: 26,065 shares; 2025Q3: 26,065 shares; 2025Q4: 25,387 shares; 2026Q1: 25,524 shares 25,524 $1.07M 0.12% +137 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: 75,205 shares; 2024Q4: 74,624 shares; 2025Q1: 76,500 shares; 2025Q2: 78,887 shares; 2025Q3: 80,661 shares; 2025Q4: 49,504 shares; 2026Q1: 21,267 shares 21,267 $1.07M 0.12% -28,237 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,740 shares; 2024Q4: 25,609 shares; 2025Q1: 26,324 shares; 2025Q2: 26,260 shares; 2025Q3: 26,101 shares; 2025Q4: 26,123 shares; 2026Q1: 23,138 shares 23,138 $1.06M 0.12% -2,985 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,291 shares; 2025Q1: 2,465 shares; 2025Q2: 3,906 shares; 2025Q3: 4,173 shares; 2025Q4: 4,158 shares; 2026Q1: 4,383 shares 4,383 $1.06M 0.12% +225 Timeline IFLN 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: 54,582 shares; 2024Q4: 53,842 shares; 2025Q1: 53,727 shares; 2025Q2: 57,177 shares; 2025Q3: 57,487 shares; 2025Q4: 58,240 shares; 2026Q1: 58,780 shares 58,780 $1.05M 0.12% +540 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: 3,250 shares; 2024Q4: 3,174 shares; 2025Q1: 4,255 shares; 2025Q2: 3,802 shares; 2025Q3: 3,818 shares; 2025Q4: 3,846 shares; 2026Q1: 4,003 shares 4,003 $1.05M 0.12% +157 Timeline JQUA 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: 22,765 shares; 2024Q4: 23,502 shares; 2025Q1: 24,278 shares; 2025Q2: 27,633 shares; 2025Q3: 27,944 shares; 2025Q4: 16,881 shares; 2026Q1: 16,936 shares 16,936 $1.04M 0.12% +55 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: 9,687 shares; 2024Q4: 9,624 shares; 2025Q1: 10,447 shares; 2025Q2: 10,570 shares; 2025Q3: 10,728 shares; 2025Q4: 11,248 shares; 2026Q1: 6,678 shares 6,678 $1.04M 0.12% -4,570 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: 6,676 shares; 2024Q4: 6,946 shares; 2025Q1: 5,984 shares; 2025Q2: 10,236 shares; 2025Q3: 7,366 shares; 2025Q4: 7,277 shares; 2026Q1: 7,264 shares 7,264 $1.03M 0.12% -13 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: 9,504 shares; 2024Q4: 11,443 shares; 2025Q1: 10,899 shares; 2025Q2: 9,930 shares; 2025Q3: 8,919 shares; 2025Q4: 8,974 shares; 2026Q1: 9,451 shares 9,451 $1.03M 0.11% +477 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: 27,586 shares; 2024Q4: 27,587 shares; 2025Q1: 29,199 shares; 2025Q2: 28,063 shares; 2025Q3: 28,444 shares; 2025Q4: 28,373 shares; 2026Q1: 28,099 shares 28,099 $1.01M 0.11% -274 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,946 shares; 2025Q1: 5,630 shares; 2025Q2: 5,517 shares; 2025Q3: 4,738 shares; 2025Q4: 5,878 shares; 2026Q1: 4,725 shares 4,725 $1.01M 0.11% -1,153 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 4,081 shares; 2025Q1: 3,369 shares; 2025Q2: 2,753 shares; 2025Q3: 2,613 shares; 2025Q4: 3,037 shares; 2026Q1: 3,137 shares 3,137 $1.01M 0.11% +100 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: 7,958 shares; 2024Q4: 8,016 shares; 2025Q1: 8,568 shares; 2025Q2: 8,675 shares; 2025Q3: 9,005 shares; 2025Q4: 9,027 shares; 2026Q1: 11,066 shares 11,066 $1M 0.11% +2,039 Timeline SYSB 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: 10,580 shares; 2026Q1: 11,177 shares 11,177 $995K 0.11% +597 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: 8,408 shares; 2024Q4: 7,225 shares; 2025Q1: 15,959 shares; 2025Q2: 15,994 shares; 2025Q3: 16,014 shares; 2025Q4: 20,209 shares; 2026Q1: 20,212 shares 20,212 $985K 0.11% +3 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: 7,010 shares; 2024Q4: 3,263 shares; 2025Q1: 6,532 shares; 2025Q2: 6,467 shares; 2025Q3: 6,467 shares; 2025Q4: 7,151 shares; 2026Q1: 7,169 shares 7,169 $973K 0.11% +18 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: 13,341 shares; 2024Q4: 13,423 shares; 2025Q1: 13,258 shares; 2025Q2: 9,833 shares; 2025Q3: 9,760 shares; 2025Q4: 9,762 shares; 2026Q1: 9,662 shares 9,662 $972K 0.11% -100 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,919 shares; 2024Q4: 40,884 shares; 2025Q1: 41,918 shares; 2025Q2: 42,824 shares; 2025Q3: 42,549 shares; 2025Q4: 42,827 shares; 2026Q1: 42,746 shares 42,746 $956K 0.11% -81 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 4,599 shares; 2025Q1: 4,678 shares; 2025Q2: 4,781 shares; 2025Q3: 4,786 shares; 2025Q4: 4,817 shares; 2026Q1: 4,689 shares 4,689 $942K 0.1% -128 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: 24,450 shares; 2024Q4: 29,546 shares; 2025Q1: 30,223 shares; 2025Q2: 22,427 shares; 2025Q3: 21,863 shares; 2025Q4: 21,582 shares; 2026Q1: 23,484 shares 23,484 $910K 0.1% +1,902 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,246 shares; 2024Q4: 40,785 shares; 2025Q1: 33,510 shares; 2025Q2: 30,055 shares; 2025Q3: 27,055 shares; 2025Q4: 26,705 shares; 2026Q1: 22,809 shares 22,809 $897K 0.1% -3,896 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: 38,021 shares; 2024Q4: 44,792 shares; 2025Q1: 43,937 shares; 2025Q2: 42,472 shares; 2025Q3: 45,226 shares; 2025Q4: 33,428 shares; 2026Q1: 17,546 shares 17,546 $883K 0.1% -15,882 Timeline PID 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: 39,210 shares; 2024Q4: 39,220 shares; 2025Q1: 41,090 shares; 2025Q2: 40,425 shares; 2025Q3: 40,363 shares; 2025Q4: 40,173 shares; 2026Q1: 39,493 shares 39,493 $879K 0.1% -680 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: 19,608 shares; 2024Q4: 19,094 shares; 2025Q1: 18,924 shares; 2025Q2: 18,963 shares; 2025Q3: 18,963 shares; 2025Q4: 18,836 shares; 2026Q1: 19,105 shares 19,105 $872K 0.1% +269 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,445 shares; 2025Q1: 1,460 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares; 2025Q4: 1,609 shares; 2026Q1: 1,582 shares 1,582 $869K 0.1% -27 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: 2,719 shares; 2024Q4: 2,550 shares; 2025Q1: 2,757 shares; 2025Q2: 2,852 shares; 2025Q3: 2,889 shares; 2025Q4: 4,356 shares; 2026Q1: 4,347 shares 4,347 $839K 0.09% -9 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: 18,005 shares; 2024Q4: 17,248 shares; 2025Q1: 20,028 shares; 2025Q2: 19,426 shares; 2025Q3: 19,554 shares; 2025Q4: 20,054 shares; 2026Q1: 10,976 shares 10,976 $835K 0.09% -9,078 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: 5,680 shares; 2024Q4: 5,852 shares; 2025Q1: 6,061 shares; 2025Q2: 11,025 shares; 2025Q3: 11,528 shares; 2025Q4: 14,873 shares; 2026Q1: 15,076 shares 15,076 $835K 0.09% +203 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: 21,693 shares; 2024Q4: 22,944 shares; 2025Q1: 24,403 shares; 2025Q2: 24,559 shares; 2025Q3: 25,217 shares; 2025Q4: 26,545 shares; 2026Q1: 29,174 shares 29,174 $819K 0.09% +2,629 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: 1,119 shares; 2024Q4: 877 shares; 2025Q1: 1,170 shares; 2025Q2: 1,104 shares; 2025Q3: 1,122 shares; 2025Q4: 1,135 shares; 2026Q1: 1,155 shares 1,155 $818K 0.09% +20 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: 645 shares; 2024Q4: 603 shares; 2025Q1: 748 shares; 2025Q2: 738 shares; 2025Q3: 740 shares; 2025Q4: 916 shares; 2026Q1: 961 shares 961 $813K 0.09% +45 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: 7,611 shares; 2024Q4: 7,467 shares; 2025Q1: 7,467 shares; 2025Q2: 5,842 shares; 2025Q3: 5,704 shares; 2025Q4: 5,710 shares; 2026Q1: 5,594 shares 5,594 $810K 0.09% -116 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 2,997 shares; 2025Q1: 3,018 shares; 2025Q2: 3,056 shares; 2025Q3: 2,912 shares; 2025Q4: 2,562 shares; 2026Q1: 2,674 shares 2,674 $808K 0.09% +112 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,887 shares; 2024Q4: 31,412 shares; 2025Q1: 33,222 shares; 2025Q2: 33,854 shares; 2025Q3: 34,964 shares; 2025Q4: 34,896 shares; 2026Q1: 35,437 shares 35,437 $762K 0.08% +541 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: 17,478 shares; 2024Q4: 18,268 shares; 2025Q1: 19,179 shares; 2025Q2: 16,299 shares; 2025Q3: 15,999 shares; 2025Q4: 16,795 shares; 2026Q1: 18,510 shares 18,510 $760K 0.08% +1,715 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,029 shares; 2024Q4: 13,751 shares; 2025Q1: 13,568 shares; 2025Q2: 13,990 shares; 2025Q3: 13,990 shares; 2025Q4: 13,065 shares; 2026Q1: 13,065 shares 13,065 $742K 0.08% 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: 7,886 shares; 2024Q4: 7,346 shares; 2025Q1: 7,320 shares; 2025Q2: 7,025 shares; 2025Q3: 6,645 shares; 2025Q4: 6,400 shares; 2026Q1: 5,590 shares 5,590 $738K 0.08% -810 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,987 shares; 2025Q1: 1,822 shares; 2025Q2: 2,778 shares; 2025Q3: 3,689 shares; 2025Q4: 3,745 shares; 2026Q1: 3,707 shares 3,707 $738K 0.08% -38 Timeline PRF 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: 19,455 shares; 2024Q4: 19,085 shares; 2025Q1: 18,355 shares; 2025Q2: 17,400 shares; 2025Q3: 16,410 shares; 2025Q4: 15,595 shares; 2026Q1: 15,255 shares 15,255 $725K 0.08% -340 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: 26,670 shares; 2024Q4: 20,231 shares; 2025Q1: 36,678 shares; 2025Q2: 4,481 shares; 2025Q3: 4,507 shares; 2025Q4: 5,867 shares; 2026Q1: 5,928 shares 5,928 $713K 0.08% +61 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 4,972 shares; 2025Q1: 4,451 shares; 2025Q2: 4,452 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares; 2026Q1: 4,286 shares 4,286 $710K 0.08% 0 Timeline UDEC 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: 674 shares; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 17,759 shares; 2025Q3: 17,695 shares; 2025Q4: 18,096 shares; 2026Q1: 18,096 shares 18,096 $703K 0.08% 0 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: 10,628 shares; 2024Q4: 10,681 shares; 2025Q1: 10,763 shares; 2025Q2: 10,183 shares; 2025Q3: 10,148 shares; 2025Q4: 10,907 shares; 2026Q1: 11,565 shares 11,565 $701K 0.08% +658 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: 12,496 shares; 2024Q4: 11,668 shares; 2025Q1: 6,989 shares; 2025Q2: 6,732 shares; 2025Q3: 6,279 shares; 2025Q4: 6,107 shares; 2026Q1: 4,945 shares 4,945 $699K 0.08% -1,162 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,665 shares 38,665 $697K 0.08% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,054 shares; 2025Q1: 2,220 shares; 2025Q2: 2,369 shares; 2025Q3: 2,392 shares; 2025Q4: 2,232 shares; 2026Q1: 2,312 shares 2,312 $682K 0.08% +80 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $663K 0.07% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 7,500 shares; 2025Q1: 7,598 shares; 2025Q2: 7,708 shares; 2025Q3: 7,686 shares; 2025Q4: 7,374 shares; 2026Q1: 7,334 shares 7,334 $650K 0.07% -40 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: not reported; 2025Q1: 11,271 shares; 2025Q2: 15,489 shares; 2025Q3: 17,644 shares; 2025Q4: 10,842 shares; 2026Q1: 9,284 shares 9,284 $633K 0.07% -1,558 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: 1,897 shares; 2024Q4: 1,766 shares; 2025Q1: 2,038 shares; 2025Q2: 2,169 shares; 2025Q3: 2,195 shares; 2025Q4: 2,207 shares; 2026Q1: 2,217 shares 2,217 $629K 0.07% +10 Timeline LQDW 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: 19,997 shares; 2025Q1: 20,415 shares; 2025Q2: 19,646 shares; 2025Q3: 17,577 shares; 2025Q4: 25,164 shares; 2026Q1: 25,737 shares 25,737 $622K 0.07% +573 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: 6,404 shares; 2024Q4: 6,278 shares; 2025Q1: 5,569 shares; 2025Q2: 5,424 shares; 2025Q3: 5,384 shares; 2025Q4: 5,186 shares; 2026Q1: 4,973 shares 4,973 $603K 0.07% -213 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,742 shares; 2025Q1: 4,697 shares; 2025Q2: 4,352 shares; 2025Q3: 4,344 shares; 2025Q4: 4,476 shares; 2026Q1: 4,052 shares 4,052 $593K 0.07% -424 Timeline EMNT 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: 4,535 shares; 2024Q4: 9,706 shares; 2025Q1: 9,756 shares; 2025Q2: 8,339 shares; 2025Q3: 5,377 shares; 2025Q4: 5,783 shares; 2026Q1: 5,978 shares 5,978 $591K 0.07% +195 Timeline VPL 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: 6,590 shares; 2024Q4: 6,580 shares; 2025Q1: 6,649 shares; 2025Q2: 6,574 shares; 2025Q3: 5,860 shares; 2025Q4: 5,939 shares; 2026Q1: 5,939 shares 5,939 $579K 0.06% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 8,201 shares; 2025Q1: 11,801 shares; 2025Q2: 11,801 shares; 2025Q3: 11,801 shares; 2025Q4: 11,801 shares; 2026Q1: 11,801 shares 11,801 $576K 0.06% 0 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: 11,662 shares; 2024Q4: 11,624 shares; 2025Q1: 11,223 shares; 2025Q2: 10,738 shares; 2025Q3: 10,773 shares; 2025Q4: 11,459 shares; 2026Q1: 11,169 shares 11,169 $565K 0.06% -290 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: 21,702 shares; 2024Q4: 25,797 shares; 2025Q1: 3,114 shares; 2025Q2: 3,216 shares; 2025Q3: 2,587 shares; 2025Q4: 2,489 shares; 2026Q1: 2,771 shares 2,771 $564K 0.06% +282 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: 15,174 shares; 2024Q4: 16,418 shares; 2025Q1: 29,954 shares; 2025Q2: 16,273 shares; 2025Q3: 16,429 shares; 2025Q4: 16,638 shares; 2026Q1: 16,742 shares 16,742 $562K 0.06% +104 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,625 shares; 2025Q2: 4,629 shares; 2025Q3: 4,631 shares; 2025Q4: 4,361 shares; 2026Q1: 4,355 shares 4,355 $561K 0.06% -6 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,747 shares; 2024Q4: 74,241 shares; 2025Q1: 67,093 shares; 2025Q2: 52,881 shares; 2025Q3: 48,159 shares; 2025Q4: 48,901 shares; 2026Q1: 44,449 shares 44,449 $561K 0.06% -4,452 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: 37 shares; 2024Q4: 346 shares; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 13,878 shares; 2025Q4: 15,206 shares; 2026Q1: 2,445 shares 2,445 $535K 0.06% -12,761 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,560 shares; 2024Q4: 16,905 shares; 2025Q1: 16,685 shares; 2025Q2: 15,264 shares; 2025Q3: 15,233 shares; 2025Q4: 13,104 shares; 2026Q1: 13,104 shares 13,104 $525K 0.06% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,807 shares; 2025Q4: 1,752 shares; 2026Q1: 1,752 shares 1,752 $524K 0.06% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,169 shares; 2024Q4: 6,626 shares; 2025Q1: 6,236 shares; 2025Q2: 6,103 shares; 2025Q3: 6,149 shares; 2025Q4: 5,787 shares; 2026Q1: 5,474 shares 5,474 $522K 0.06% -313 Timeline UAPR 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: 9,631 shares; 2024Q4: 9,631 shares; 2025Q1: 9,631 shares; 2025Q2: 15,144 shares; 2025Q3: 15,171 shares; 2025Q4: 15,179 shares; 2026Q1: 15,179 shares 15,179 $507K 0.06% 0 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: 1,725 shares; 2025Q2: 1,808 shares; 2025Q3: 1,996 shares; 2025Q4: 2,954 shares; 2026Q1: 2,775 shares 2,775 $505K 0.06% -179 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: 1,373 shares; 2025Q4: 1,384 shares; 2026Q1: 1,475 shares 1,475 $498K 0.06% +91 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: 10,387 shares; 2024Q4: 10,473 shares; 2025Q1: 13,259 shares; 2025Q2: 14,223 shares; 2025Q3: 14,925 shares; 2025Q4: 14,800 shares; 2026Q1: 5,295 shares 5,295 $497K 0.06% -9,505 Timeline BJUN 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: 8,300 shares; 2024Q4: 3,150 shares; 2025Q1: 11,450 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares 10,700 $495K 0.06% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,996 shares; 2025Q3: 15,996 shares; 2025Q4: 15,996 shares; 2026Q1: 15,830 shares 15,830 $477K 0.05% -166 Timeline DIVO 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: not reported; 2025Q1: 6,613 shares; 2025Q2: 6,377 shares; 2025Q3: 6,935 shares; 2025Q4: 8,610 shares; 2026Q1: 10,563 shares 10,563 $474K 0.05% +1,953 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: 2,159 shares; 2025Q2: 2,146 shares; 2025Q3: 2,145 shares; 2025Q4: 2,768 shares; 2026Q1: 2,762 shares 2,762 $455K 0.05% -6 Timeline PRFZ 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: 11,771 shares; 2024Q4: 11,969 shares; 2025Q1: 11,656 shares; 2025Q2: 11,083 shares; 2025Q3: 10,490 shares; 2025Q4: 10,265 shares; 2026Q1: 9,775 shares 9,775 $448K 0.05% -490 Timeline EUSA 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: 4,169 shares; 2024Q4: 5,000 shares; 2025Q1: 5,077 shares; 2025Q2: 4,761 shares; 2025Q3: 4,650 shares; 2025Q4: 4,462 shares; 2026Q1: 4,405 shares 4,405 $448K 0.05% -57 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,710 shares; 2024Q4: 8,444 shares; 2025Q1: 8,651 shares; 2025Q2: 7,230 shares; 2025Q3: 6,394 shares; 2025Q4: 6,254 shares; 2026Q1: 7,917 shares 7,917 $440K 0.05% +1,663 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,822 shares; 2025Q1: 2,967 shares; 2025Q2: 2,577 shares; 2025Q3: 2,577 shares; 2025Q4: 2,526 shares; 2026Q1: 2,990 shares 2,990 $436K 0.05% +464 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,316 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,306 shares; 2026Q1: 2,221 shares 2,221 $435K 0.05% -85 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 7,693 shares; 2025Q1: 8,099 shares; 2025Q2: 5,192 shares; 2025Q3: 6,769 shares; 2025Q4: 8,184 shares; 2026Q1: 4,230 shares 4,230 $431K 0.05% -3,954 Timeline VTWG 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 1,724 shares; 2025Q4: 2,190 shares; 2026Q1: 1,845 shares 1,845 $422K 0.05% -345 Timeline UNOV 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: 12,266 shares; 2026Q1: 11,257 shares 11,257 $420K 0.05% -1,009 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 2,384 shares; 2025Q1: 3,014 shares; 2025Q2: 3,014 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares; 2026Q1: 3,026 shares 3,026 $419K 0.05% +12 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: 27,519 shares; 2024Q4: 26,797 shares; 2025Q1: 27,373 shares; 2025Q2: 22,808 shares; 2025Q3: 4,516 shares; 2025Q4: 4,345 shares; 2026Q1: 2,294 shares 2,294 $416K 0.05% -2,051 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 5,960 shares; 2025Q1: 4,035 shares; 2025Q2: 4,430 shares; 2025Q3: 5,394 shares; 2025Q4: 9,656 shares; 2026Q1: 4,279 shares 4,279 $416K 0.05% -5,377 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,346 shares; 2024Q4: 51,703 shares; 2025Q1: 57,437 shares; 2025Q2: 50,937 shares; 2025Q3: 50,313 shares; 2025Q4: 49,359 shares; 2026Q1: 41,099 shares 41,099 $415K 0.05% -8,260 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: 2,092 shares; 2024Q4: 1,784 shares; 2025Q1: 1,831 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,372 shares; 2026Q1: 1,428 shares 1,428 $410K 0.05% +56 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 10,346 shares; 2025Q1: 10,360 shares; 2025Q2: 10,378 shares; 2025Q3: 10,394 shares; 2025Q4: 10,407 shares; 2026Q1: 10,422 shares 10,422 $405K 0.05% +15 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: 920 shares; 2024Q4: 783 shares; 2025Q1: 1,339 shares; 2025Q2: 1,320 shares; 2025Q3: 1,328 shares; 2025Q4: 1,330 shares; 2026Q1: 1,335 shares 1,335 $404K 0.05% +5 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,790 shares; 2024Q4: 36,301 shares; 2025Q1: 37,443 shares; 2025Q2: 36,053 shares; 2025Q3: 36,620 shares; 2025Q4: 34,819 shares; 2026Q1: 34,455 shares 34,455 $390K 0.04% -364 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 858 shares; 2025Q1: 1,199 shares; 2025Q2: 1,009 shares; 2025Q3: 1,012 shares; 2025Q4: 1,882 shares; 2026Q1: 1,879 shares 1,879 $382K 0.04% -3 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,888 shares; 2026Q1: 2,902 shares 2,902 $380K 0.04% +14 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: 435 shares 435 $376K 0.04% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 651 shares; 2025Q1: 886 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 801 shares 801 $371K 0.04% 0 Timeline VRP 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: 20,825 shares; 2024Q4: 20,792 shares; 2025Q1: 20,746 shares; 2025Q2: 20,421 shares; 2025Q3: 20,361 shares; 2025Q4: 15,436 shares; 2026Q1: 15,436 shares 15,436 $370K 0.04% 0 Timeline PNOV 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: 2,300 shares; 2024Q4: 10,989 shares; 2025Q1: 8,977 shares; 2025Q2: 8,977 shares; 2025Q3: 8,977 shares; 2025Q4: 8,977 shares; 2026Q1: 8,977 shares 8,977 $367K 0.04% 0 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 3,339 shares; 2025Q4: 3,414 shares; 2026Q1: 4,459 shares 4,459 $364K 0.04% +1,045 Timeline KAUG 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: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares 13,400 $359K 0.04% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,571 shares; 2025Q1: 4,543 shares; 2025Q2: 5,038 shares; 2025Q3: 5,304 shares; 2025Q4: 5,320 shares; 2026Q1: 5,285 shares 5,285 $357K 0.04% -35 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: 3,154 shares; 2024Q4: not reported; 2025Q1: 4,054 shares; 2025Q2: 4,441 shares; 2025Q3: 4,441 shares; 2025Q4: 4,065 shares; 2026Q1: 4,152 shares 4,152 $351K 0.04% +87 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: 3,982 shares; 2024Q4: 3,983 shares; 2025Q1: 4,617 shares; 2025Q2: 4,139 shares; 2025Q3: 4,204 shares; 2025Q4: 4,351 shares; 2026Q1: 4,506 shares 4,506 $350K 0.04% +155 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,003 shares; 2025Q2: 1,174 shares; 2025Q3: 1,094 shares; 2025Q4: 1,522 shares; 2026Q1: 1,520 shares 1,520 $344K 0.04% -2 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: 6,531 shares; 2024Q4: 5,453 shares; 2025Q1: 5,634 shares; 2025Q2: 5,840 shares; 2025Q3: 5,663 shares; 2025Q4: 4,669 shares; 2026Q1: 4,304 shares 4,304 $341K 0.04% -365 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 9,067 shares; 2025Q1: 9,073 shares; 2025Q2: 9,075 shares; 2025Q3: 9,076 shares; 2025Q4: 8,927 shares; 2026Q1: 8,929 shares 8,929 $341K 0.04% +2 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 10,796 shares; 2025Q1: 7,117 shares; 2025Q2: 7,505 shares; 2025Q3: 4,626 shares; 2025Q4: 3,109 shares; 2026Q1: 3,152 shares 3,152 $336K 0.04% +43 Timeline HYMB 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: 10,730 shares; 2024Q4: 9,765 shares; 2025Q1: 9,860 shares; 2025Q2: 9,755 shares; 2025Q3: 9,330 shares; 2025Q4: 11,454 shares; 2026Q1: 13,504 shares 13,504 $335K 0.04% +2,050 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,690 shares; 2026Q1: 1,687 shares 1,687 $334K 0.04% -3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 2,754 shares; 2025Q1: 3,166 shares; 2025Q2: 3,100 shares; 2025Q3: 2,940 shares; 2025Q4: 2,928 shares; 2026Q1: 2,016 shares 2,016 $333K 0.04% -912 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,068 shares; 2025Q1: 6,673 shares; 2025Q2: 5,953 shares; 2025Q3: 5,798 shares; 2025Q4: 5,643 shares; 2026Q1: 4,753 shares 4,753 $331K 0.04% -890 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 582 shares 582 $328K 0.04% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,221 shares; 2025Q1: 319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,198 shares 3,198 $322K 0.04% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,000 shares; 2025Q1: 1,117 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,117 shares; 2026Q1: 1,128 shares 1,128 $320K 0.04% +11 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: 931 shares; 2024Q4: not reported; 2025Q1: 1,171 shares; 2025Q2: 929 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 878 shares 878 $313K 0.03% -41 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: 977 shares; 2024Q4: 873 shares; 2025Q1: 1,093 shares; 2025Q2: 1,089 shares; 2025Q3: 1,103 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares 1,320 $312K 0.03% 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: 2,626 shares; 2025Q2: 11,858 shares; 2025Q3: 12,298 shares; 2025Q4: 2,903 shares; 2026Q1: 2,988 shares 2,988 $309K 0.03% +85 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,112 shares; 2025Q1: 2,125 shares; 2025Q2: 2,130 shares; 2025Q3: 2,111 shares; 2025Q4: 2,118 shares; 2026Q1: 2,125 shares 2,125 $309K 0.03% +7 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: not reported; 2025Q1: 6,542 shares; 2025Q2: not reported; 2025Q3: 6,542 shares; 2025Q4: not reported; 2026Q1: 6,454 shares 6,454 $303K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,872 shares; 2025Q1: 2,533 shares; 2025Q2: 2,530 shares; 2025Q3: 2,528 shares; 2025Q4: 2,533 shares; 2026Q1: 2,531 shares 2,531 $300K 0.03% -2 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: 7,566 shares; 2025Q2: 7,481 shares; 2025Q3: 7,481 shares; 2025Q4: 7,481 shares; 2026Q1: 7,481 shares 7,481 $300K 0.03% 0 Timeline UFEB 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: 7,748 shares; 2024Q4: 7,824 shares; 2025Q1: 10,807 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 6,237 shares; 2026Q1: 8,259 shares 8,259 $300K 0.03% +2,022 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: 1,719 shares; 2024Q4: 1,692 shares; 2025Q1: 3,430 shares; 2025Q2: 3,390 shares; 2025Q3: 3,348 shares; 2025Q4: 3,238 shares; 2026Q1: 3,226 shares 3,226 $299K 0.03% -12 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares 2,320 $297K 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,474 shares; 2025Q1: 1,875 shares; 2025Q2: 1,872 shares; 2025Q3: 1,876 shares; 2025Q4: 2,571 shares; 2026Q1: 1,993 shares 1,993 $293K 0.03% -578 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,210 shares; 2025Q2: 7,032 shares; 2025Q3: 7,032 shares; 2025Q4: 7,032 shares; 2026Q1: 6,093 shares 6,093 $291K 0.03% -939 Timeline SRLN 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: 7,378 shares; 2024Q4: 8,771 shares; 2025Q1: 7,329 shares; 2025Q2: 7,176 shares; 2025Q3: 7,144 shares; 2025Q4: 7,234 shares; 2026Q1: 7,230 shares 7,230 $290K 0.03% -4 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491 shares 491 $289K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 3,065 shares; 2025Q1: 4,104 shares; 2025Q2: 4,571 shares; 2025Q3: 4,354 shares; 2025Q4: 3,186 shares; 2026Q1: 3,203 shares 3,203 $287K 0.03% +17 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: 3,174 shares; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 2,837 shares; 2025Q3: 2,898 shares; 2025Q4: 2,947 shares; 2026Q1: 2,940 shares 2,940 $276K 0.03% -7 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares; 2025Q3: 1,372 shares; 2025Q4: 1,276 shares; 2026Q1: 1,296 shares 1,296 $274K 0.03% +20 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: 8,449 shares; 2024Q4: 4,962 shares; 2025Q1: 15,813 shares; 2025Q2: 15,813 shares; 2025Q3: 15,813 shares; 2025Q4: 15,813 shares; 2026Q1: 15,813 shares 15,813 $273K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: 761 shares; 2026Q1: 803 shares 803 $271K 0.03% +42 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: 2,562 shares; 2024Q4: 1,834 shares; 2025Q1: 2,665 shares; 2025Q2: 2,695 shares; 2025Q3: 2,623 shares; 2025Q4: 2,646 shares; 2026Q1: 2,543 shares 2,543 $261K 0.03% -103 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $259K 0.03% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,519 shares; 2025Q1: 3,324 shares; 2025Q2: 3,054 shares; 2025Q3: 3,248 shares; 2025Q4: 3,308 shares; 2026Q1: 3,342 shares 3,342 $258K 0.03% +34 Timeline XMPT 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: 8,142 shares; 2024Q4: 8,386 shares; 2025Q1: 8,454 shares; 2025Q2: 8,212 shares; 2025Q3: 7,970 shares; 2025Q4: 9,115 shares; 2026Q1: 11,923 shares 11,923 $256K 0.03% +2,808 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,303 shares; 2025Q1: 2,425 shares; 2025Q2: 2,510 shares; 2025Q3: 2,253 shares; 2025Q4: 2,483 shares; 2026Q1: 2,546 shares 2,546 $255K 0.03% +63 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,809 shares; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares 1,565 $253K 0.03% 0 Timeline IWS 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 1,868 shares; 2025Q3: 1,645 shares; 2025Q4: 3,957 shares; 2026Q1: 1,731 shares 1,731 $252K 0.03% -2,226 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 2,179 shares 2,179 $252K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: not reported; 2025Q1: 2,460 shares; 2025Q2: 2,589 shares; 2025Q3: 2,588 shares; 2025Q4: 2,590 shares; 2026Q1: 2,585 shares 2,585 $250K 0.03% -5 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,266 shares; 2024Q4: 8,617 shares; 2025Q1: 8,792 shares; 2025Q2: 8,263 shares; 2025Q3: 7,451 shares; 2025Q4: 7,279 shares; 2026Q1: 9,196 shares 9,196 $245K 0.03% +1,917 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,104 shares; 2025Q1: 1,071 shares; 2025Q2: 989 shares; 2025Q3: 347 shares; 2025Q4: 394 shares; 2026Q1: 392 shares 392 $242K 0.03% -2 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: not reported; 2024Q4: 1,902 shares; 2025Q1: 2,038 shares; 2025Q2: 2,428 shares; 2025Q3: 2,402 shares; 2025Q4: 2,313 shares; 2026Q1: 2,503 shares 2,503 $241K 0.03% +190 Timeline FLLA 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: not reported; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 8,504 shares; 2026Q1: 8,504 shares 8,504 $240K 0.03% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 5,582 shares; 2026Q1: 5,582 shares 5,582 $237K 0.03% 0 Timeline AVES 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: 4,594 shares; 2024Q4: 4,569 shares; 2025Q1: 4,569 shares; 2025Q2: 4,469 shares; 2025Q3: 4,319 shares; 2025Q4: 4,319 shares; 2026Q1: 3,939 shares 3,939 $236K 0.03% -380 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: 3,627 shares; 2024Q4: 14,474 shares; 2025Q1: 12,002 shares; 2025Q2: 11,477 shares; 2025Q3: 10,222 shares; 2025Q4: 9,568 shares; 2026Q1: 9,339 shares 9,339 $234K 0.03% -229 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,175 shares 1,175 $232K 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,202 shares; 2025Q4: not reported; 2026Q1: 3,157 shares 3,157 $230K 0.03% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,585 shares; 2024Q4: 89,325 shares; 2025Q1: 70,394 shares; 2025Q2: 11,296 shares; 2025Q3: 6,236 shares; 2025Q4: 3,001 shares; 2026Q1: 2,904 shares 2,904 $228K 0.03% -97 Timeline SPLB 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: 9,956 shares; 2024Q4: 10,116 shares; 2025Q1: 19,876 shares; 2025Q2: 10,330 shares; 2025Q3: 10,460 shares; 2025Q4: 10,214 shares; 2026Q1: 10,273 shares 10,273 $228K 0.03% +59 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 2,372 shares; 2025Q1: 2,358 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,517 shares; 2026Q1: 2,518 shares 2,518 $228K 0.03% +1 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,417 shares; 2024Q4: 28,055 shares; 2025Q1: 27,633 shares; 2025Q2: 27,004 shares; 2025Q3: 25,325 shares; 2025Q4: 19,188 shares; 2026Q1: 4,476 shares 4,476 $227K 0.03% -14,712 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares 1,224 $223K 0.02% new 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: 3,255 shares; 2024Q4: 3,255 shares; 2025Q1: 3,255 shares; 2025Q2: 3,255 shares; 2025Q3: 3,255 shares; 2025Q4: 3,255 shares; 2026Q1: 3,255 shares 3,255 $223K 0.02% 0 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,885 shares; 2026Q1: 5,885 shares 5,885 $222K 0.02% 0 Timeline GAL 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: 3,971 shares; 2024Q4: 4,119 shares; 2025Q1: 4,321 shares; 2025Q2: 4,183 shares; 2025Q3: 4,466 shares; 2025Q4: 4,583 shares; 2026Q1: 4,483 shares 4,483 $222K 0.02% -100 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,154 shares; 2025Q2: 70,154 shares; 2025Q3: 70,154 shares; 2025Q4: 70,154 shares; 2026Q1: 70,154 shares 70,154 $215K 0.02% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,955 shares; 2024Q4: 655 shares; 2025Q1: 4,955 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,955 shares; 2026Q1: 4,987 shares 4,987 $215K 0.02% +32 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 3,684 shares; 2025Q1: 4,108 shares; 2025Q2: not reported; 2025Q3: 3,621 shares; 2025Q4: not reported; 2026Q1: 3,289 shares 3,289 $214K 0.02% new Timeline DIVI 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: 5,364 shares; 2024Q4: 5,219 shares; 2025Q1: 5,224 shares; 2025Q2: 5,276 shares; 2025Q3: 5,291 shares; 2025Q4: 5,336 shares; 2026Q1: 5,369 shares 5,369 $214K 0.02% +33 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,662 shares; 2025Q3: 12,525 shares; 2025Q4: 13,499 shares; 2026Q1: 13,432 shares 13,432 $213K 0.02% -67 Timeline ZMAY 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: 8,242 shares; 2025Q3: 8,242 shares; 2025Q4: 8,242 shares; 2026Q1: 8,242 shares 8,242 $211K 0.02% 0 Timeline UJUN 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: 6,524 shares; 2024Q4: 5,176 shares; 2025Q1: 10,352 shares; 2025Q2: 5,632 shares; 2025Q3: 5,632 shares; 2025Q4: 5,632 shares; 2026Q1: 5,632 shares 5,632 $210K 0.02% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,133 shares; 2026Q1: 3,133 shares 3,133 $208K 0.02% 0 Timeline PJUL 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: 1,841 shares; 2024Q4: 341 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 4,504 shares; 2025Q4: 4,504 shares; 2026Q1: 4,504 shares 4,504 $207K 0.02% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,262 shares; 2024Q4: 10,283 shares; 2025Q1: 10,294 shares; 2025Q2: 10,814 shares; 2025Q3: 10,837 shares; 2025Q4: 10,870 shares; 2026Q1: 10,887 shares 10,887 $205K 0.02% +17 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,912 shares 4,912 $205K 0.02% new Timeline AOCT 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: 10,576 shares; 2025Q1: 11,910 shares; 2025Q2: 6,208 shares; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares; 2026Q1: 7,730 shares 7,730 $205K 0.02% 0 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: 3,905 shares; 2024Q4: not reported; 2025Q1: 3,356 shares; 2025Q2: not reported; 2025Q3: 2,888 shares; 2025Q4: 2,901 shares; 2026Q1: 2,843 shares 2,843 $204K 0.02% -58 Timeline SHM 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: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 4,235 shares; 2025Q4: 4,235 shares; 2026Q1: 4,235 shares 4,235 $202K 0.02% 0 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: 1,434 shares; 2024Q4: 1,433 shares; 2025Q1: 2,702 shares; 2025Q2: 2,730 shares; 2025Q3: 2,532 shares; 2025Q4: 2,454 shares; 2026Q1: 2,439 shares 2,439 $202K 0.02% -15 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares; 2025Q4: not reported; 2026Q1: 6,050 shares 6,050 $201K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares 811 $200K 0.02% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 3,026 shares; 2025Q2: 3,021 shares; 2025Q3: 2,986 shares; 2025Q4: 2,956 shares; 2026Q1: 2,956 shares 2,956 $198K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 359 shares; 2025Q1: 561 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares 532 $197K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,478 shares; 2026Q1: 1,326 shares 1,326 $196K 0.02% -152 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,348 shares; 2025Q1: 1,369 shares; 2025Q2: 1,387 shares; 2025Q3: 1,388 shares; 2025Q4: 1,384 shares; 2026Q1: 1,335 shares 1,335 $195K 0.02% -49 Timeline NUHY 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: 8,037 shares; 2024Q4: 7,597 shares; 2025Q1: 7,597 shares; 2025Q2: 7,012 shares; 2025Q3: 7,287 shares; 2025Q4: 7,102 shares; 2026Q1: 9,152 shares 9,152 $194K 0.02% +2,050 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,128 shares; 2025Q1: 3,220 shares; 2025Q2: 2,985 shares; 2025Q3: 3,002 shares; 2025Q4: 979 shares; 2026Q1: 913 shares 913 $190K 0.02% -66 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 3,206 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares; 2026Q1: 3,206 shares 3,206 $189K 0.02% 0 Timeline PFF 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: 7,552 shares; 2024Q4: 7,515 shares; 2025Q1: 10,603 shares; 2025Q2: 7,661 shares; 2025Q3: 6,095 shares; 2025Q4: 6,144 shares; 2026Q1: 6,180 shares 6,180 $187K 0.02% +36 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,273 shares; 2024Q4: 12,188 shares; 2025Q1: 12,191 shares; 2025Q2: 12,244 shares; 2025Q3: 12,273 shares; 2025Q4: 11,902 shares; 2026Q1: 11,931 shares 11,931 $187K 0.02% +29 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 3,048 shares; 2026Q1: 3,048 shares 3,048 $186K 0.02% 0 Timeline TIP 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: 2,229 shares; 2024Q4: 1,916 shares; 2025Q1: 1,907 shares; 2025Q2: 2,006 shares; 2025Q3: 1,987 shares; 2025Q4: 1,687 shares; 2026Q1: 1,677 shares 1,677 $185K 0.02% -10 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: 822 shares; 2024Q4: 822 shares; 2025Q1: 894 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,197 shares; 2026Q1: 1,197 shares 1,197 $181K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,756 shares 1,756 $180K 0.02% +6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,220 shares; 2025Q3: 31,604 shares; 2025Q4: not reported; 2026Q1: 3,362 shares 3,362 $178K 0.02% new 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: 4,141 shares; 2024Q4: 4,017 shares; 2025Q1: 3,961 shares; 2025Q2: 3,951 shares; 2025Q3: 3,951 shares; 2025Q4: 3,738 shares; 2026Q1: 3,736 shares 3,736 $175K 0.02% -2 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: 400 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $174K 0.02% 0 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: 3,799 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 3,617 shares; 2026Q1: 3,617 shares 3,617 $174K 0.02% 0 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: 2,683 shares; 2024Q4: 2,632 shares; 2025Q1: 2,649 shares; 2025Q2: 2,557 shares; 2025Q3: 2,477 shares; 2025Q4: 2,382 shares; 2026Q1: 2,148 shares 2,148 $171K 0.02% -234 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,912 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 3,912 shares; 2025Q4: 3,912 shares; 2026Q1: 3,912 shares 3,912 $169K 0.02% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 350 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares 3,850 $164K 0.02% 0 Timeline HURA TUHURA BIOSCIENCES INC More: the full row for TUHURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,530 shares 91,530 $164K 0.02% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,851 shares; 2024Q4: 20,529 shares; 2025Q1: 12,383 shares; 2025Q2: 12,502 shares; 2025Q3: 12,863 shares; 2025Q4: 10,539 shares; 2026Q1: 3,981 shares 3,981 $163K 0.02% -6,558 Timeline NUEM 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: 6,699 shares; 2024Q4: 6,699 shares; 2025Q1: 7,387 shares; 2025Q2: 3,630 shares; 2025Q3: 4,355 shares; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares 4,290 $158K 0.02% 0 Timeline ECOR ELECTROCORE INC More: the full row for ELECTROCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,978 shares 25,978 $157K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 531 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 494 shares 494 $155K 0.02% -8 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: 958 shares; 2024Q4: 667 shares; 2025Q1: 598 shares; 2025Q2: 443 shares; 2025Q3: 472 shares; 2025Q4: 3,692 shares; 2026Q1: 1,041 shares 1,041 $153K 0.02% -2,651 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares 772 $146K 0.02% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $144K 0.02% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,769 shares; 2025Q1: 3,778 shares; 2025Q2: 3,790 shares; 2025Q3: 3,801 shares; 2025Q4: 3,809 shares; 2026Q1: 3,819 shares 3,819 $140K 0.02% +10 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 3,901 shares; 2025Q1: 3,912 shares; 2025Q2: 3,930 shares; 2025Q3: 3,948 shares; 2025Q4: 3,964 shares; 2026Q1: 3,977 shares 3,977 $139K 0.02% +13 Timeline RYLD 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: 9,901 shares; 2025Q3: 10,695 shares; 2025Q4: 9,368 shares; 2026Q1: 9,313 shares 9,313 $139K 0.02% -55 Timeline PIO 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: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 3,100 shares; 2025Q4: 3,085 shares; 2026Q1: 3,085 shares 3,085 $134K 0.01% 0 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: 167 shares; 2024Q4: 1,767 shares; 2025Q1: 167 shares; 2025Q2: 333 shares; 2025Q3: 512 shares; 2025Q4: 3,152 shares; 2026Q1: 373 shares 373 $133K 0.01% -2,779 Timeline UMAR 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 3,345 shares 3,345 $133K 0.01% +1,545 Timeline BSEP 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: 2,702 shares; 2024Q4: 602 shares; 2025Q1: 3,304 shares; 2025Q2: 2,702 shares; 2025Q3: 2,619 shares; 2025Q4: 2,648 shares; 2026Q1: 2,739 shares 2,739 $132K 0.01% +91 Timeline USEP 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: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,602 shares; 2025Q2: 3,003 shares; 2025Q3: 2,890 shares; 2025Q4: 3,154 shares; 2026Q1: 3,316 shares 3,316 $128K 0.01% +162 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,839 shares; 2026Q1: 1,866 shares 1,866 $117K 0.01% +27 Timeline QBUF 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $117K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,047 shares 1,047 $116K 0.01% new Timeline GRNB 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: 5,058 shares; 2024Q4: 4,978 shares; 2025Q1: 4,978 shares; 2025Q2: 4,963 shares; 2025Q3: 4,963 shares; 2025Q4: 4,696 shares; 2026Q1: 4,696 shares 4,696 $113K 0.01% 0 Timeline NOCT 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: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares 1,990 $112K 0.01% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 1,317 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 2,817 shares; 2026Q1: 2,817 shares 2,817 $112K 0.01% 0 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: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $111K 0.01% 0 Timeline IYR 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: 790 shares; 2024Q4: 791 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 810 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $111K 0.01% 0 Timeline ZALT 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: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $110K 0.01% 0 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: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares 3,250 $110K 0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $108K 0.01% 0 Timeline FLBL 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: 4,649 shares; 2024Q4: 4,651 shares; 2025Q1: 4,600 shares; 2025Q2: 4,621 shares; 2025Q3: 4,622 shares; 2025Q4: 4,662 shares; 2026Q1: 4,655 shares 4,655 $107K 0.01% -7 Timeline BGRN 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: 2,449 shares; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,248 shares; 2026Q1: 2,248 shares 2,248 $107K 0.01% 0 Timeline URA 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: 333 shares; 2025Q3: 333 shares; 2025Q4: 912 shares; 2026Q1: 2,191 shares 2,191 $106K 0.01% +1,279 Timeline IFRA 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: 24,626 shares; 2024Q4: 21,893 shares; 2025Q1: 5,279 shares; 2025Q2: 2,238 shares; 2025Q3: 2,050 shares; 2025Q4: 1,909 shares; 2026Q1: 1,845 shares 1,845 $106K 0.01% -64 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: 6,101 shares; 2024Q4: 3,932 shares; 2025Q1: 3,279 shares; 2025Q2: 3,901 shares; 2025Q3: 3,744 shares; 2025Q4: 2,599 shares; 2026Q1: 2,175 shares 2,175 $105K 0.01% -424 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 1,617 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares 1,339 $103K 0.01% 0 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $103K 0.01% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 636 shares 636 $101K 0.01% -20 Timeline IYE 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: 1,577 shares; 2024Q4: 577 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares; 2026Q1: 1,553 shares 1,553 $101K 0.01% 0 Timeline BNOV 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $99K 0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 993 shares; 2026Q1: 1,040 shares 1,040 $97.4K 0.01% +47 Timeline EELV 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: 3,263 shares; 2025Q1: 3,299 shares; 2025Q2: 3,344 shares; 2025Q3: 3,383 shares; 2025Q4: 3,395 shares; 2026Q1: 3,427 shares 3,427 $96.2K 0.01% +32 Timeline NJUL 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: 1,336 shares; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares 1,336 $95.4K 0.01% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares; 2026Q1: 1,097 shares 1,097 $94.7K 0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,162 shares; 2025Q1: 2,164 shares; 2025Q2: 2,154 shares; 2025Q3: 1,582 shares; 2025Q4: 1,555 shares; 2026Q1: 1,557 shares 1,557 $94.1K 0.01% +2 Timeline GDX 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: 596 shares; 2024Q4: 597 shares; 2025Q1: 1,038 shares; 2025Q2: 988 shares; 2025Q3: 1,029 shares; 2025Q4: 1,002 shares; 2026Q1: 996 shares 996 $91.4K 0.01% -6 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,347 shares; 2024Q4: 14,347 shares; 2025Q1: 26,424 shares; 2025Q2: 16,082 shares; 2025Q3: 16,362 shares; 2025Q4: 16,362 shares; 2026Q1: 16,454 shares 16,454 $91.3K 0.01% +92 Timeline PFXF 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: 5,033 shares; 2024Q4: 5,083 shares; 2025Q1: 5,092 shares; 2025Q2: 5,087 shares; 2025Q3: 5,112 shares; 2025Q4: 5,153 shares; 2026Q1: 5,166 shares 5,166 $90.6K 0.01% +13 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,677 shares; 2026Q1: 1,677 shares 1,677 $89.1K 0.01% 0 Timeline IXN 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: 896 shares; 2024Q4: 896 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares 890 $89K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,167 shares; 2025Q1: 1,197 shares; 2025Q2: 1,229 shares; 2025Q3: 1,239 shares; 2025Q4: 1,145 shares; 2026Q1: 1,134 shares 1,134 $88.9K 0.01% -11 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,117 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,083 shares 1,083 $88.3K 0.01% -6 Timeline XBI 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: 2,103 shares; 2024Q4: 1,868 shares; 2025Q1: 1,674 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: 679 shares 679 $86.7K 0.01% -95 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $86.5K 0.01% 0 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 2,437 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares; 2025Q4: 2,437 shares; 2026Q1: 2,437 shares 2,437 $84.9K 0.01% 0 Timeline PDP 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: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $84.5K 0.01% 0 Timeline TAN 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: 1,456 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares 1,394 $77.7K 0.01% 0 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: 397 shares; 2024Q4: 397 shares; 2025Q1: 49 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 267 shares; 2026Q1: 1,359 shares 1,359 $77K 0.01% +1,092 Timeline BFEB 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: 1,600 shares; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $76.3K 0.01% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 1,697 shares; 2025Q1: 1,710 shares; 2025Q2: 1,730 shares; 2025Q3: 1,750 shares; 2025Q4: 1,776 shares; 2026Q1: 1,788 shares 1,788 $75.5K 0.01% +12 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: 1,225 shares; 2024Q4: 1,230 shares; 2025Q1: 1,234 shares; 2025Q2: 1,239 shares; 2025Q3: 1,243 shares; 2025Q4: 1,247 shares; 2026Q1: 1,251 shares 1,251 $74.1K 0.01% +4 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares 1,404 $73.1K 0.01% 0 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: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653 $71.6K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 1,340 shares; 2025Q1: 1,881 shares; 2025Q2: 2,198 shares; 2025Q3: 2,207 shares; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares 2,545 $70.9K 0.01% 0 Timeline DEW 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares 1,063 $70.5K 0.01% 0 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: 2,618 shares; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 2,092 shares; 2025Q4: 2,092 shares; 2026Q1: 2,092 shares 2,092 $70K 0.01% 0 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,219 shares; 2024Q4: not reported; 2025Q1: 18,255 shares; 2025Q2: 18,255 shares; 2025Q3: 18,031 shares; 2025Q4: 19,538 shares; 2026Q1: 12,583 shares 12,583 $68.1K 0.01% -6,955 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,766 shares; 2025Q1: 1,785 shares; 2025Q2: 1,651 shares; 2025Q3: 1,642 shares; 2025Q4: 1,622 shares; 2026Q1: 1,338 shares 1,338 $67.7K 0.01% -284 Timeline BKLN 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: 3,727 shares; 2024Q4: 3,729 shares; 2025Q1: 3,550 shares; 2025Q2: 3,491 shares; 2025Q3: 3,492 shares; 2025Q4: 3,297 shares; 2026Q1: 3,289 shares 3,289 $67.1K 0.01% -8 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 809 shares 809 $65.2K 0.01% +9 Timeline RSPU 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: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares 790 $64.1K 0.01% 0 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: 1,098 shares; 2024Q4: 678 shares; 2025Q1: 876 shares; 2025Q2: 459 shares; 2025Q3: 461 shares; 2025Q4: 847 shares; 2026Q1: 954 shares 954 $58.4K 0.01% +107 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 822 shares 822 $56.1K 0.01% +98 Timeline EWZ 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: 1,414 shares; 2025Q2: 2,455 shares; 2025Q3: 2,274 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares 1,414 $54.3K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 725 shares 725 $52K 0.01% +540 Timeline SOXQ 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: 1,500 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 868 shares 868 $51.8K 0.01% +118 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $51.3K 0.01% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 18,000 shares; 2025Q3: 12,500 shares; 2025Q4: 16,000 shares; 2026Q1: 14,500 shares 14,500 $51.2K 0.01% -1,500 Timeline PGX 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: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 455 shares; 2025Q3: 3,885 shares; 2025Q4: 6,781 shares; 2026Q1: 4,550 shares 4,550 $49.5K 0.01% -2,231 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: 663 shares; 2024Q4: 663 shares; 2025Q1: 1,605 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 949 shares; 2026Q1: 949 shares 949 $49.4K 0.01% 0 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: 2,027 shares; 2025Q1: 1,782 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 1,303 shares; 2026Q1: 1,284 shares 1,284 $49.1K 0.01% -19 Timeline GDXJ 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: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: 398 shares 398 $47.8K 0.01% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $47.6K 0.01% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,171 shares; 2025Q1: 1,173 shares; 2025Q2: 1,192 shares; 2025Q3: 1,198 shares; 2025Q4: 1,206 shares; 2026Q1: 1,206 shares 1,206 $47.6K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503 shares; 2026Q1: 503 shares 503 $47.4K 0.01% 0 Timeline BBUS 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: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 388 shares 388 $45.5K 0.01% 0 Timeline XLRI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,965 shares 1,965 $45K 0.01% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $44.5K <0.01% 0 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,045 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 930 shares 930 $44.1K <0.01% -105 Timeline EWG 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: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares 1,105 $43.8K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 397 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $42.7K <0.01% 0 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $42.5K <0.01% 0 Timeline BMAR 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: 4,294 shares; 2025Q2: 2,110 shares; 2025Q3: 2,017 shares; 2025Q4: 1,926 shares; 2026Q1: 808 shares 808 $42.4K <0.01% -1,118 Timeline XLYI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,777 shares 1,777 $39.9K <0.01% new 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: 913 shares; 2024Q4: 918 shares; 2025Q1: 920 shares; 2025Q2: 923 shares; 2025Q3: 926 shares; 2025Q4: 779 shares; 2026Q1: 825 shares 825 $39.9K <0.01% +46 Timeline XLUI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,519 shares 1,519 $38.1K <0.01% new Timeline HEDJ 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: 724 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 724 shares 724 $37.9K <0.01% 0 Timeline SPYD 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: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 801 shares 801 $36.4K <0.01% +84 Timeline IDU 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: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $35.5K <0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,072 shares; 2025Q1: 1,075 shares; 2025Q2: 1,087 shares; 2025Q3: 1,092 shares; 2025Q4: 1,096 shares; 2026Q1: 1,100 shares 1,100 $35.5K <0.01% +4 Timeline XLEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares 1,240 $35.1K <0.01% new Timeline AIA 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: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $35K <0.01% 0 Timeline PXF 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: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482 $33.7K <0.01% 0 Timeline CORP 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: 231 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 291 shares; 2025Q4: 331 shares; 2026Q1: 341 shares 341 $33K <0.01% +10 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: 1,617 shares; 2024Q4: 1,611 shares; 2025Q1: 498 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 501 shares; 2026Q1: 467 shares 467 $32.8K <0.01% -34 Timeline IHF 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: 781 shares; 2026Q1: 781 shares 781 $32.7K <0.01% 0 Timeline FNDC 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $32.5K <0.01% 0 Timeline IYT 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: 712 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $32.2K <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 747 shares; 2025Q3: 756 shares; 2025Q4: 744 shares; 2026Q1: 744 shares 744 $31.5K <0.01% 0 Timeline FALN 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: 1,419 shares; 2024Q4: 1,255 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,150 shares 1,150 $30.7K <0.01% -33 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,273 shares; 2025Q1: 2,266 shares; 2025Q2: not reported; 2025Q3: 2,204 shares; 2025Q4: not reported; 2026Q1: 704 shares 704 $30.2K <0.01% new Timeline XLSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,280 shares 1,280 $30.1K <0.01% new Timeline IXC 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: 3,876 shares; 2024Q4: 3,568 shares; 2025Q1: 772 shares; 2025Q2: 636 shares; 2025Q3: 614 shares; 2025Q4: 511 shares; 2026Q1: 490 shares 490 $28.2K <0.01% -21 Timeline BBIN 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: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 383 shares 383 $28K <0.01% 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 101 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 212 shares; 2026Q1: 246 shares 246 $26.9K <0.01% +34 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 327 shares 327 $26.8K <0.01% +10 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 3,538 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 629 shares 629 $26.7K <0.01% +366 Timeline XLBI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,115 shares 1,115 $26.4K <0.01% new Timeline MLPX 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: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $25.8K <0.01% 0 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: 247 shares 247 $24.7K <0.01% -416 Timeline IMTB 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 1,110 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $24.3K <0.01% 0 Timeline RPV 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: 450 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $24.2K <0.01% 0 Timeline BJUL 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: 478 shares; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares 478 $23.8K <0.01% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,633 shares; 2025Q2: 11,841 shares; 2025Q3: 20,224 shares; 2025Q4: 17,158 shares; 2026Q1: 492 shares 492 $23.6K <0.01% -16,666 Timeline XLCI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 922 shares 922 $22.2K <0.01% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 5,793 shares; 2025Q1: 41,989 shares; 2025Q2: 4,822 shares; 2025Q3: 825 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $21.7K <0.01% 0 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $21.5K <0.01% 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: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 56 shares 56 $21.5K <0.01% -145 Timeline PJUN 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 512 shares; 2026Q1: 512 shares 512 $21.4K <0.01% 0 Timeline DRIV 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: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares 686 $20.9K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 1,033 shares; 2025Q3: 506 shares; 2025Q4: 420 shares; 2026Q1: 225 shares 225 $20.6K <0.01% -195 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: 98 shares; 2024Q4: 533 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $20.2K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 3,233 shares; 2025Q1: 2,633 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 754 shares 754 $20.1K <0.01% 0 Timeline XLVI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares 783 $19.7K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $19K <0.01% 0 Timeline