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: 2,432,463 shares; 2024Q4: 2,556,471 shares; 2025Q1: 5,183,932 shares; 2025Q2: 5,206,372 shares; 2025Q3: 5,257,772 shares; 2025Q4: 2,663,792 shares; 2026Q1: 2,669,963 shares 2,669,963 $1.74B 13.7% +6,171 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: 9,857,108 shares; 2024Q4: 10,683,889 shares; 2025Q1: 22,514,780 shares; 2025Q2: 22,786,946 shares; 2025Q3: 25,074,822 shares; 2025Q4: 13,581,933 shares; 2026Q1: 14,562,701 shares 14,562,701 $933M 7.33% +980,768 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: 1,163,567 shares; 2024Q4: 1,171,516 shares; 2025Q1: 2,351,556 shares; 2025Q2: 2,311,300 shares; 2025Q3: 2,309,620 shares; 2025Q4: 1,156,962 shares; 2026Q1: 1,130,127 shares 1,130,127 $675M 5.3% -26,835 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: 7,196,228 shares; 2024Q4: 7,606,982 shares; 2025Q1: 15,480,038 shares; 2025Q2: 14,821,322 shares; 2025Q3: 14,918,070 shares; 2025Q4: 7,642,952 shares; 2026Q1: 7,709,430 shares 7,709,430 $521M 4.09% +66,478 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: 4,599,963 shares; 2024Q4: 4,795,167 shares; 2025Q1: 10,255,788 shares; 2025Q2: 10,438,638 shares; 2025Q3: 11,032,156 shares; 2025Q4: 5,883,288 shares; 2026Q1: 6,334,962 shares 6,334,962 $488M 3.84% +451,674 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: 5,119,956 shares; 2024Q4: 15,144,112 shares; 2025Q1: 29,554,836 shares; 2025Q2: 28,982,800 shares; 2025Q3: 28,281,342 shares; 2025Q4: 13,535,721 shares; 2026Q1: 13,311,446 shares 13,311,446 $408M 3.21% -224,275 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,579 shares; 2024Q4: 296,862 shares; 2025Q1: 288,132 shares; 2025Q2: 233,162 shares; 2025Q3: 230,857 shares; 2025Q4: 273,596 shares; 2026Q1: 984,075 shares 984,075 $318M 2.49% +710,479 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107,356 shares; 2024Q4: 1,146,397 shares; 2025Q1: 2,266,924 shares; 2025Q2: 1,972,304 shares; 2025Q3: 2,009,444 shares; 2025Q4: 987,621 shares; 2026Q1: 963,010 shares 963,010 $309M 2.43% -24,611 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: 4,959,791 shares; 2024Q4: 10,198,152 shares; 2025Q1: 20,460,262 shares; 2025Q2: 21,525,356 shares; 2025Q3: 21,589,034 shares; 2025Q4: 10,898,799 shares; 2026Q1: 12,209,080 shares 12,209,080 $302M 2.37% +1,310,281 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: 345,725 shares; 2024Q4: 456,531 shares; 2025Q1: 919,556 shares; 2025Q2: 896,976 shares; 2025Q3: 922,884 shares; 2025Q4: 599,927 shares; 2026Q1: 677,349 shares 677,349 $296M 2.32% +77,422 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: 7,901,035 shares; 2024Q4: 7,976,206 shares; 2025Q1: 8,319,006 shares; 2025Q2: 7,865,701 shares; 2025Q3: 7,678,851 shares; 2025Q4: 7,522,835 shares; 2026Q1: 7,504,975 shares 7,504,975 $292M 2.29% -17,860 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: 601,431 shares; 2024Q4: 586,133 shares; 2025Q1: 568,884 shares; 2025Q2: 433,684 shares; 2025Q3: 441,443 shares; 2025Q4: 446,916 shares; 2026Q1: 441,132 shares 441,132 $287M 2.25% -5,784 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: 3,613,807 shares; 2024Q4: 3,950,485 shares; 2025Q1: 8,336,104 shares; 2025Q2: 8,339,284 shares; 2025Q3: 8,927,078 shares; 2025Q4: 4,710,913 shares; 2026Q1: 4,897,422 shares 4,897,422 $265M 2.08% +186,509 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: 440,626 shares; 2024Q4: 448,843 shares; 2025Q1: 869,418 shares; 2025Q2: 1,096,878 shares; 2025Q3: 1,040,972 shares; 2025Q4: 545,331 shares; 2026Q1: 807,783 shares 807,783 $241M 1.9% +262,452 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: 1,762,984 shares; 2024Q4: 1,891,540 shares; 2025Q1: 3,883,282 shares; 2025Q2: 3,698,136 shares; 2025Q3: 3,714,872 shares; 2025Q4: 1,901,977 shares; 2026Q1: 1,941,060 shares 1,941,060 $241M 1.89% +39,083 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012,522 shares; 2024Q4: 2,750,327 shares; 2025Q1: 6,124,360 shares; 2025Q2: 6,941,794 shares; 2025Q3: 7,587,484 shares; 2025Q4: 4,191,463 shares; 2026Q1: 4,455,868 shares 4,455,868 $223M 1.75% +264,405 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: 4,283,811 shares; 2024Q4: 4,510,774 shares; 2025Q1: 4,488,866 shares; 2025Q2: 4,340,479 shares; 2025Q3: 4,389,443 shares; 2025Q4: 4,617,814 shares; 2026Q1: 4,727,243 shares 4,727,243 $218M 1.71% +109,429 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: 551,127 shares; 2024Q4: 557,214 shares; 2025Q1: 1,119,086 shares; 2025Q2: 1,217,920 shares; 2025Q3: 1,207,860 shares; 2025Q4: 602,087 shares; 2026Q1: 618,508 shares 618,508 $178M 1.39% +16,421 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: 761,788 shares; 2024Q4: 779,659 shares; 2025Q1: 1,583,032 shares; 2025Q2: 1,628,860 shares; 2025Q3: 1,646,332 shares; 2025Q4: 835,091 shares; 2026Q1: 823,550 shares 823,550 $169M 1.33% -11,541 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: 437,325 shares; 2024Q4: 462,148 shares; 2025Q1: 601,515 shares; 2025Q2: 448,471 shares; 2025Q3: 442,634 shares; 2025Q4: 590,564 shares; 2026Q1: 512,807 shares 512,807 $130M 1.02% -77,757 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: 1,628,379 shares; 2024Q4: 1,635,475 shares; 2025Q1: 1,654,265 shares; 2025Q2: 1,718,854 shares; 2025Q3: 1,704,967 shares; 2025Q4: 1,695,058 shares; 2026Q1: 1,687,480 shares 1,687,480 $118M 0.92% -7,578 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: 374,113 shares; 2024Q4: 375,457 shares; 2025Q1: 748,652 shares; 2025Q2: 801,260 shares; 2025Q3: 793,728 shares; 2025Q4: 398,598 shares; 2026Q1: 401,536 shares 401,536 $105M 0.83% +2,938 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: 931,826 shares; 2024Q4: 996,479 shares; 2025Q1: 2,061,456 shares; 2025Q2: 2,079,868 shares; 2025Q3: 2,204,742 shares; 2025Q4: 1,219,478 shares; 2026Q1: 1,267,763 shares 1,267,763 $95.2M 0.75% +48,285 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: 165,601 shares; 2024Q4: 153,337 shares; 2025Q1: 153,204 shares; 2025Q2: 225,448 shares; 2025Q3: 225,273 shares; 2025Q4: 226,681 shares; 2026Q1: 316,090 shares 316,090 $93.4M 0.73% +89,409 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: 1,272,371 shares; 2024Q4: 1,217,104 shares; 2025Q1: 1,266,068 shares; 2025Q2: 1,297,463 shares; 2025Q3: 1,457,611 shares; 2025Q4: 1,724,436 shares; 2026Q1: 1,792,834 shares 1,792,834 $90.8M 0.71% +68,398 Timeline EMLP 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: 1,963,218 shares; 2024Q4: 2,027,567 shares; 2025Q1: 2,067,556 shares; 2025Q2: 2,099,516 shares; 2025Q3: 2,113,202 shares; 2025Q4: 2,165,019 shares; 2026Q1: 2,048,764 shares 2,048,764 $89.4M 0.7% -116,255 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: 222,485 shares; 2024Q4: 231,856 shares; 2025Q1: 447,888 shares; 2025Q2: 444,374 shares; 2025Q3: 215,492 shares; 2025Q4: 283,281 shares; 2026Q1: 237,664 shares 237,664 $88M 0.69% -45,617 Timeline DFAE 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: 2,279,507 shares; 2024Q4: 2,530,427 shares; 2025Q1: 2,597,661 shares; 2025Q2: 2,610,903 shares; 2025Q3: 2,627,858 shares; 2025Q4: 2,554,612 shares; 2026Q1: 2,436,299 shares 2,436,299 $82.5M 0.65% -118,313 Timeline DFAI 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: 1,816,611 shares; 2024Q4: 2,136,108 shares; 2025Q1: 2,238,479 shares; 2025Q2: 2,182,737 shares; 2025Q3: 2,165,300 shares; 2025Q4: 2,047,512 shares; 2026Q1: 1,991,210 shares 1,991,210 $77.6M 0.61% -56,302 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: 165,206 shares; 2024Q4: 176,240 shares; 2025Q1: 184,649 shares; 2025Q2: 182,947 shares; 2025Q3: 182,307 shares; 2025Q4: 352,299 shares; 2026Q1: 264,982 shares 264,982 $76M 0.6% -87,317 Timeline DFGR 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: 2,171,563 shares; 2024Q4: 2,404,967 shares; 2025Q1: 2,447,374 shares; 2025Q2: 2,463,983 shares; 2025Q3: 2,538,625 shares; 2025Q4: 2,742,694 shares; 2026Q1: 2,755,256 shares 2,755,256 $73.2M 0.58% +12,562 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: 129,521 shares; 2024Q4: 131,223 shares; 2025Q1: 132,167 shares; 2025Q2: 128,496 shares; 2025Q3: 141,025 shares; 2025Q4: 133,657 shares; 2026Q1: 125,640 shares 125,640 $72.5M 0.57% -8,017 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: 1,037,803 shares; 2024Q4: 3,109,070 shares; 2025Q1: 6,083,326 shares; 2025Q2: 5,842,324 shares; 2025Q3: 5,730,856 shares; 2025Q4: 2,816,409 shares; 2026Q1: 2,822,930 shares 2,822,930 $72.4M 0.57% +6,521 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: 849,118 shares; 2024Q4: 857,327 shares; 2025Q1: 854,574 shares; 2025Q2: 844,409 shares; 2025Q3: 820,387 shares; 2025Q4: 795,336 shares; 2026Q1: 835,385 shares 835,385 $72.4M 0.57% +40,049 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: 844,008 shares; 2024Q4: 864,280 shares; 2025Q1: 841,072 shares; 2025Q2: 803,032 shares; 2025Q3: 820,116 shares; 2025Q4: 810,622 shares; 2026Q1: 788,483 shares 788,483 $71.4M 0.56% -22,139 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054,970 shares; 2024Q4: 1,188,263 shares; 2025Q1: 1,243,992 shares; 2025Q2: 1,263,546 shares; 2025Q3: 1,299,739 shares; 2025Q4: 1,426,989 shares; 2026Q1: 1,514,236 shares 1,514,236 $70.4M 0.55% +87,247 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: 170,025 shares; 2024Q4: 190,073 shares; 2025Q1: 373,028 shares; 2025Q2: 364,162 shares; 2025Q3: 357,202 shares; 2025Q4: 203,486 shares; 2026Q1: 204,118 shares 204,118 $61.7M 0.48% +632 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,213 shares; 2025Q3: 716,309 shares; 2025Q4: 759,904 shares; 2026Q1: 769,423 shares 769,423 $61.6M 0.48% +9,519 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: 785,980 shares; 2024Q4: 863,733 shares; 2025Q1: 838,210 shares; 2025Q2: 792,637 shares; 2025Q3: 794,573 shares; 2025Q4: 766,919 shares; 2026Q1: 751,451 shares 751,451 $57.5M 0.45% -15,468 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: 338,188 shares; 2024Q4: 339,257 shares; 2025Q1: 647,622 shares; 2025Q2: 583,066 shares; 2025Q3: 580,510 shares; 2025Q4: 288,995 shares; 2026Q1: 292,875 shares 292,875 $57.5M 0.45% +3,880 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: 134,952 shares; 2024Q4: 174,896 shares; 2025Q1: 195,826 shares; 2025Q2: 236,689 shares; 2025Q3: 231,518 shares; 2025Q4: 395,415 shares; 2026Q1: 317,353 shares 317,353 $55.3M 0.43% -78,062 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: 683,074 shares; 2024Q4: 727,028 shares; 2025Q1: 1,436,998 shares; 2025Q2: 1,349,390 shares; 2025Q3: 1,351,676 shares; 2025Q4: 727,515 shares; 2026Q1: 749,709 shares 749,709 $55.2M 0.43% +22,194 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: 597,883 shares; 2024Q4: 584,735 shares; 2025Q1: 1,034,280 shares; 2025Q2: 1,213,590 shares; 2025Q3: 972,604 shares; 2025Q4: 609,110 shares; 2026Q1: 512,469 shares 512,469 $54.4M 0.43% -96,641 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: 555,386 shares; 2024Q4: 560,009 shares; 2025Q1: 1,123,916 shares; 2025Q2: 1,136,864 shares; 2025Q3: 1,111,466 shares; 2025Q4: 547,576 shares; 2026Q1: 555,277 shares 555,277 $53.9M 0.42% +7,701 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: 582,367 shares; 2024Q4: 502,928 shares; 2025Q1: 492,073 shares; 2025Q2: 491,543 shares; 2025Q3: 485,744 shares; 2025Q4: 475,968 shares; 2026Q1: 464,941 shares 464,941 $49.3M 0.39% -11,027 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: 177,241 shares; 2024Q4: 186,835 shares; 2025Q1: 177,082 shares; 2025Q2: 177,948 shares; 2025Q3: 172,564 shares; 2025Q4: 254,380 shares; 2026Q1: 219,404 shares 219,404 $45.7M 0.36% -34,976 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,845 shares; 2024Q4: 330,289 shares; 2025Q1: 371,755 shares; 2025Q2: 266,003 shares; 2025Q3: 328,659 shares; 2025Q4: 830,187 shares; 2026Q1: 975,073 shares 975,073 $45.2M 0.36% +144,886 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: 153,391 shares; 2024Q4: 171,840 shares; 2025Q1: 354,264 shares; 2025Q2: 357,106 shares; 2025Q3: 359,466 shares; 2025Q4: 197,999 shares; 2026Q1: 205,310 shares 205,310 $44.6M 0.35% +7,311 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: 899,039 shares; 2024Q4: 939,135 shares; 2025Q1: 1,891,296 shares; 2025Q2: 1,908,570 shares; 2025Q3: 1,895,236 shares; 2025Q4: 1,008,030 shares; 2026Q1: 1,256,495 shares 1,256,495 $41.4M 0.33% +248,465 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426,813 shares; 2024Q4: 469,382 shares; 2025Q1: 481,972 shares; 2025Q2: 503,388 shares; 2025Q3: 499,962 shares; 2025Q4: 507,585 shares; 2026Q1: 540,334 shares 540,334 $41.3M 0.32% +32,749 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: 1,021,046 shares; 2024Q4: 1,404,395 shares; 2025Q1: 1,516,924 shares; 2025Q2: 717,475 shares; 2025Q3: 660,003 shares; 2025Q4: 1,173,736 shares; 2026Q1: 809,798 shares 809,798 $40.8M 0.32% -363,938 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: 119,266 shares; 2024Q4: 119,673 shares; 2025Q1: 220,238 shares; 2025Q2: 218,300 shares; 2025Q3: 207,896 shares; 2025Q4: 103,351 shares; 2026Q1: 94,256 shares 94,256 $40.2M 0.32% -9,095 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: 88,977 shares; 2024Q4: 99,011 shares; 2025Q1: 84,102 shares; 2025Q2: 93,448 shares; 2025Q3: 94,820 shares; 2025Q4: 161,575 shares; 2026Q1: 134,944 shares 134,944 $38.8M 0.3% -26,631 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: 409,896 shares; 2024Q4: 412,773 shares; 2025Q1: 731,747 shares; 2025Q2: 412,619 shares; 2025Q3: 425,750 shares; 2025Q4: 465,783 shares; 2026Q1: 477,022 shares 477,022 $37.8M 0.3% +11,239 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,419 shares; 2024Q4: 86,985 shares; 2025Q1: 80,275 shares; 2025Q2: 100,473 shares; 2025Q3: 69,550 shares; 2025Q4: 90,396 shares; 2026Q1: 190,669 shares 190,669 $37.8M 0.3% +100,273 Timeline DFAU 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: 1,236,727 shares; 2024Q4: 797,068 shares; 2025Q1: 790,704 shares; 2025Q2: 851,789 shares; 2025Q3: 829,947 shares; 2025Q4: 825,028 shares; 2026Q1: 814,303 shares 814,303 $36.7M 0.29% -10,725 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: 25,368 shares; 2024Q4: 34,258 shares; 2025Q1: 35,090 shares; 2025Q2: 40,256 shares; 2025Q3: 41,533 shares; 2025Q4: 58,711 shares; 2026Q1: 92,985 shares 92,985 $34.6M 0.27% +34,274 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: 747,600 shares; 2024Q4: 704,877 shares; 2025Q1: 1,368,394 shares; 2025Q2: 1,683,670 shares; 2025Q3: 1,438,742 shares; 2025Q4: 687,459 shares; 2026Q1: 675,736 shares 675,736 $33.7M 0.26% -11,723 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,957 shares; 2025Q3: 405,854 shares; 2025Q4: 446,141 shares; 2026Q1: 451,150 shares 451,150 $32.8M 0.26% +5,009 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,221 shares; 2024Q4: 53,828 shares; 2025Q1: 54,413 shares; 2025Q2: 32,873 shares; 2025Q3: 32,566 shares; 2025Q4: 29,477 shares; 2026Q1: 403,477 shares 403,477 $32.6M 0.26% +374,000 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: 60,343 shares; 2024Q4: 63,530 shares; 2025Q1: 65,729 shares; 2025Q2: 63,760 shares; 2025Q3: 63,392 shares; 2025Q4: 70,292 shares; 2026Q1: 66,767 shares 66,767 $32M 0.25% -3,525 Timeline PCLG FUNDVANTAGE TR More: the full row for FUNDVANTAGE 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: 21,078 shares; 2025Q4: 2,200,171 shares; 2026Q1: 1,533,930 shares 1,533,930 $31.4M 0.25% -666,241 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149,477 shares; 2024Q4: 607,562 shares; 2025Q1: 617,527 shares; 2025Q2: 618,907 shares; 2025Q3: 639,712 shares; 2025Q4: 668,702 shares; 2026Q1: 657,769 shares 657,769 $31.3M 0.25% -10,933 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,255 shares; 2024Q4: 438,690 shares; 2025Q1: 440,038 shares; 2025Q2: 439,424 shares; 2025Q3: 429,442 shares; 2025Q4: 453,248 shares; 2026Q1: 452,142 shares 452,142 $30.3M 0.24% -1,106 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: 95,869 shares; 2024Q4: 95,881 shares; 2025Q1: 173,878 shares; 2025Q2: 175,920 shares; 2025Q3: 174,426 shares; 2025Q4: 90,318 shares; 2026Q1: 82,761 shares 82,761 $29.5M 0.23% -7,557 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: 517,286 shares; 2024Q4: 390,175 shares; 2025Q1: 360,894 shares; 2025Q2: 281,657 shares; 2025Q3: 267,153 shares; 2025Q4: 1,247,409 shares; 2026Q1: 1,234,565 shares 1,234,565 $28.3M 0.22% -12,844 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: 12,495 shares; 2024Q4: 15,896 shares; 2025Q1: 73,930 shares; 2025Q2: 108,054 shares; 2025Q3: 135,261 shares; 2025Q4: 134,069 shares; 2026Q1: 142,778 shares 142,778 $27.4M 0.22% +8,709 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: 116,450 shares; 2024Q4: 121,787 shares; 2025Q1: 236,944 shares; 2025Q2: 198,970 shares; 2025Q3: 197,930 shares; 2025Q4: 97,401 shares; 2026Q1: 96,353 shares 96,353 $23.9M 0.19% -1,048 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,659 shares; 2024Q4: 112,554 shares; 2025Q1: 136,841 shares; 2025Q2: 135,573 shares; 2025Q3: 140,136 shares; 2025Q4: 156,047 shares; 2026Q1: 1,024,244 shares 1,024,244 $23.5M 0.18% +868,197 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: 129,390 shares; 2024Q4: 138,264 shares; 2025Q1: 143,042 shares; 2025Q2: 139,153 shares; 2025Q3: 134,377 shares; 2025Q4: 157,874 shares; 2026Q1: 134,584 shares 134,584 $22.8M 0.18% -23,290 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: 211,655 shares; 2024Q4: 196,611 shares; 2025Q1: 416,510 shares; 2025Q2: 183,440 shares; 2025Q3: 367,560 shares; 2025Q4: 158,235 shares; 2026Q1: 160,105 shares 160,105 $22.1M 0.17% +1,870 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,117,138 shares 1,117,138 $21.5M 0.17% new 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: 96,703 shares; 2024Q4: 90,480 shares; 2025Q1: 181,356 shares; 2025Q2: 170,094 shares; 2025Q3: 83,643 shares; 2025Q4: 94,452 shares; 2026Q1: 86,373 shares 86,373 $21.1M 0.17% -8,079 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: 143,539 shares; 2024Q4: 141,860 shares; 2025Q1: 273,390 shares; 2025Q2: 270,978 shares; 2025Q3: 279,422 shares; 2025Q4: 132,086 shares; 2026Q1: 136,948 shares 136,948 $20.3M 0.16% +4,862 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: 249,132 shares; 2024Q4: 269,037 shares; 2025Q1: 518,162 shares; 2025Q2: 494,688 shares; 2025Q3: 478,140 shares; 2025Q4: 238,520 shares; 2026Q1: 227,724 shares 227,724 $20.2M 0.16% -10,796 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: 174,485 shares; 2024Q4: 182,535 shares; 2025Q1: 394,998 shares; 2025Q2: 384,394 shares; 2025Q3: 390,216 shares; 2025Q4: 203,089 shares; 2026Q1: 200,994 shares 200,994 $19.5M 0.15% -2,095 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: 61,830 shares; 2024Q4: 59,662 shares; 2025Q1: 59,543 shares; 2025Q2: 57,957 shares; 2025Q3: 59,235 shares; 2025Q4: 87,303 shares; 2026Q1: 105,266 shares 105,266 $19.4M 0.15% +17,963 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: 76,921 shares; 2024Q4: 78,508 shares; 2025Q1: 77,328 shares; 2025Q2: 79,379 shares; 2025Q3: 74,281 shares; 2025Q4: 95,917 shares; 2026Q1: 63,509 shares 63,509 $18.7M 0.15% -32,408 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: 48,923 shares; 2024Q4: 50,055 shares; 2025Q1: 51,913 shares; 2025Q2: 52,517 shares; 2025Q3: 56,150 shares; 2025Q4: 54,146 shares; 2026Q1: 43,115 shares 43,115 $18.6M 0.15% -11,031 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: 113,524 shares; 2024Q4: 118,795 shares; 2025Q1: 265,060 shares; 2025Q2: 261,290 shares; 2025Q3: 265,512 shares; 2025Q4: 140,040 shares; 2026Q1: 138,738 shares 138,738 $18.4M 0.14% -1,302 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: 122,348 shares; 2024Q4: 126,697 shares; 2025Q1: 279,270 shares; 2025Q2: 272,482 shares; 2025Q3: 273,026 shares; 2025Q4: 141,603 shares; 2026Q1: 138,416 shares 138,416 $17.7M 0.14% -3,187 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857,543 shares; 2024Q4: 878,146 shares; 2025Q1: 905,610 shares; 2025Q2: 835,348 shares; 2025Q3: 856,106 shares; 2025Q4: 826,246 shares; 2026Q1: 774,453 shares 774,453 $17.4M 0.14% -51,793 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: 107,111 shares; 2024Q4: 107,332 shares; 2025Q1: 218,926 shares; 2025Q2: 148,808 shares; 2025Q3: 160,934 shares; 2025Q4: 80,943 shares; 2026Q1: 78,004 shares 78,004 $16.7M 0.13% -2,939 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: 21,950 shares; 2024Q4: 24,909 shares; 2025Q1: 24,214 shares; 2025Q2: 26,841 shares; 2025Q3: 25,039 shares; 2025Q4: 48,230 shares; 2026Q1: 28,928 shares 28,928 $16.6M 0.13% -19,302 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: 101,742 shares; 2024Q4: 91,247 shares; 2025Q1: 152,397 shares; 2025Q2: 87,780 shares; 2025Q3: 86,729 shares; 2025Q4: 87,164 shares; 2026Q1: 83,308 shares 83,308 $16M 0.13% -3,856 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: 47,896 shares; 2024Q4: 47,908 shares; 2025Q1: 95,534 shares; 2025Q2: 95,528 shares; 2025Q3: 96,742 shares; 2025Q4: 48,874 shares; 2026Q1: 41,387 shares 41,387 $15.3M 0.12% -7,487 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: 42,237 shares; 2024Q4: 44,125 shares; 2025Q1: 49,239 shares; 2025Q2: 48,040 shares; 2025Q3: 48,336 shares; 2025Q4: 49,395 shares; 2026Q1: 48,736 shares 48,736 $15.3M 0.12% -659 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: 278,460 shares; 2024Q4: 271,896 shares; 2025Q1: 530,678 shares; 2025Q2: 478,908 shares; 2025Q3: 366,262 shares; 2025Q4: 164,341 shares; 2026Q1: 149,962 shares 149,962 $14.9M 0.12% -14,379 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: 62,067 shares; 2024Q4: 65,610 shares; 2025Q1: 76,446 shares; 2025Q2: 74,917 shares; 2025Q3: 75,633 shares; 2025Q4: 77,480 shares; 2026Q1: 75,947 shares 75,947 $14.4M 0.11% -1,533 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: 62,211 shares; 2024Q4: 59,393 shares; 2025Q1: 115,948 shares; 2025Q2: 102,622 shares; 2025Q3: 101,726 shares; 2025Q4: 52,480 shares; 2026Q1: 55,806 shares 55,806 $14.4M 0.11% +3,326 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: 7,037 shares; 2024Q4: 8,709 shares; 2025Q1: 16,698 shares; 2025Q2: 16,634 shares; 2025Q3: 8,024 shares; 2025Q4: 12,811 shares; 2026Q1: 15,510 shares 15,510 $14.3M 0.11% +2,699 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: 17,850 shares; 2024Q4: 16,131 shares; 2025Q1: 15,487 shares; 2025Q2: 15,799 shares; 2025Q3: 16,456 shares; 2025Q4: 20,435 shares; 2026Q1: 14,161 shares 14,161 $14.1M 0.11% -6,274 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: 39,121 shares; 2024Q4: 41,508 shares; 2025Q1: 43,162 shares; 2025Q2: 45,807 shares; 2025Q3: 40,954 shares; 2025Q4: 62,372 shares; 2026Q1: 44,747 shares 44,747 $13.8M 0.11% -17,625 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: 81,504 shares; 2024Q4: 84,763 shares; 2025Q1: 89,910 shares; 2025Q2: 92,380 shares; 2025Q3: 97,295 shares; 2025Q4: 98,412 shares; 2026Q1: 100,702 shares 100,702 $13.7M 0.11% +2,290 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: 138,910 shares; 2024Q4: 145,370 shares; 2025Q1: 292,880 shares; 2025Q2: 293,348 shares; 2025Q3: 142,034 shares; 2025Q4: 184,639 shares; 2026Q1: 177,073 shares 177,073 $13.5M 0.11% -7,566 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: 109,935 shares; 2024Q4: 109,320 shares; 2025Q1: 110,684 shares; 2025Q2: 186,316 shares; 2025Q3: 183,190 shares; 2025Q4: 95,313 shares; 2026Q1: 94,090 shares 94,090 $13.4M 0.11% -1,223 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: 38,331 shares; 2024Q4: 39,223 shares; 2025Q1: 77,000 shares; 2025Q2: 76,078 shares; 2025Q3: 80,894 shares; 2025Q4: 57,747 shares; 2026Q1: 60,209 shares 60,209 $12.9M 0.1% +2,462 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: 246,119 shares; 2024Q4: 490,414 shares; 2025Q1: 945,964 shares; 2025Q2: 449,628 shares; 2025Q3: 905,792 shares; 2025Q4: 466,159 shares; 2026Q1: 479,071 shares 479,071 $12.7M 0.1% +12,912 Timeline DFUS 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: 186,247 shares; 2024Q4: 181,861 shares; 2025Q1: 179,995 shares; 2025Q2: 181,452 shares; 2025Q3: 184,108 shares; 2025Q4: 175,149 shares; 2026Q1: 175,413 shares 175,413 $12.4M 0.1% +264 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917,928 shares; 2024Q4: 467,656 shares; 2025Q1: 470,232 shares; 2025Q2: 479,307 shares; 2025Q3: 489,462 shares; 2025Q4: 506,708 shares; 2026Q1: 492,464 shares 492,464 $12.3M 0.1% -14,244 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: 66,556 shares; 2024Q4: 63,125 shares; 2025Q1: 127,022 shares; 2025Q2: 120,310 shares; 2025Q3: 115,066 shares; 2025Q4: 65,567 shares; 2026Q1: 59,070 shares 59,070 $12.2M 0.1% -6,497 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: 177,002 shares; 2024Q4: 180,516 shares; 2025Q1: 513,282 shares; 2025Q2: 285,670 shares; 2025Q3: 278,216 shares; 2025Q4: 107,166 shares; 2026Q1: 107,309 shares 107,309 $12.1M 0.1% +143 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: 170,245 shares; 2024Q4: 507,103 shares; 2025Q1: 1,003,918 shares; 2025Q2: 1,000,692 shares; 2025Q3: 1,002,272 shares; 2025Q4: 500,567 shares; 2026Q1: 480,277 shares 480,277 $12.1M 0.09% -20,290 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,174 shares; 2024Q4: 147,561 shares; 2025Q1: 147,949 shares; 2025Q2: 147,905 shares; 2025Q3: 147,744 shares; 2025Q4: 147,906 shares; 2026Q1: 147,998 shares 147,998 $11.7M 0.09% +92 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,632 shares; 2024Q4: 306,430 shares; 2025Q1: 339,142 shares; 2025Q2: 362,871 shares; 2025Q3: 366,817 shares; 2025Q4: 367,110 shares; 2026Q1: 367,079 shares 367,079 $11.6M 0.09% -31 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: 70,949 shares; 2024Q4: 81,862 shares; 2025Q1: 170,016 shares; 2025Q2: 186,880 shares; 2025Q3: 153,830 shares; 2025Q4: 111,884 shares; 2026Q1: 93,465 shares 93,465 $11.6M 0.09% -18,419 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: 55,754 shares; 2024Q4: 55,215 shares; 2025Q1: 53,742 shares; 2025Q2: 50,854 shares; 2025Q3: 50,381 shares; 2025Q4: 58,434 shares; 2026Q1: 52,546 shares 52,546 $11.4M 0.09% -5,888 Timeline RKT ROCKET COS INC More: the full row for ROCKET 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: 877,997 shares; 2025Q4: 795,397 shares; 2026Q1: 792,321 shares 792,321 $11.3M 0.09% -3,076 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,480 shares; 2024Q4: 139,479 shares; 2025Q1: 127,793 shares; 2025Q2: 125,691 shares; 2025Q3: 123,201 shares; 2025Q4: 122,241 shares; 2026Q1: 123,167 shares 123,167 $10.8M 0.08% +926 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: 225,505 shares; 2024Q4: 221,515 shares; 2025Q1: 221,981 shares; 2025Q2: 220,823 shares; 2025Q3: 220,956 shares; 2025Q4: 221,665 shares; 2026Q1: 220,720 shares 220,720 $10.5M 0.08% -945 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540,656 shares 540,656 $10.3M 0.08% new 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: 73,113 shares; 2024Q4: 72,467 shares; 2025Q1: 142,474 shares; 2025Q2: 142,490 shares; 2025Q3: 141,688 shares; 2025Q4: 78,163 shares; 2026Q1: 70,389 shares 70,389 $10.2M 0.08% -7,774 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: 46,410 shares; 2024Q4: 45,675 shares; 2025Q1: 46,508 shares; 2025Q2: 97,180 shares; 2025Q3: 59,913 shares; 2025Q4: 59,377 shares; 2026Q1: 60,938 shares 60,938 $10.1M 0.08% +1,561 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: 138,533 shares; 2024Q4: 147,388 shares; 2025Q1: 141,797 shares; 2025Q2: 149,058 shares; 2025Q3: 94,153 shares; 2025Q4: 95,758 shares; 2026Q1: 102,633 shares 102,633 $10M 0.08% +6,875 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: 26,342 shares; 2024Q4: 27,583 shares; 2025Q1: 57,952 shares; 2025Q2: 70,066 shares; 2025Q3: 63,054 shares; 2025Q4: 39,384 shares; 2026Q1: 40,416 shares 40,416 $9.8M 0.08% +1,032 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: 120,542 shares; 2024Q4: 119,680 shares; 2025Q1: 118,625 shares; 2025Q2: 117,314 shares; 2025Q3: 113,250 shares; 2025Q4: 118,638 shares; 2026Q1: 101,463 shares 101,463 $9.7M 0.08% -17,175 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $9.69M 0.08% 0 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: 144,268 shares; 2024Q4: 348,121 shares; 2025Q1: 698,188 shares; 2025Q2: 340,847 shares; 2025Q3: 681,884 shares; 2025Q4: 336,115 shares; 2026Q1: 331,037 shares 331,037 $9.63M 0.08% -5,078 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: 136,083 shares; 2024Q4: 134,189 shares; 2025Q1: 133,140 shares; 2025Q2: 134,957 shares; 2025Q3: 138,704 shares; 2025Q4: 151,095 shares; 2026Q1: 189,070 shares 189,070 $9.49M 0.07% +37,975 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: 123,138 shares; 2024Q4: 113,603 shares; 2025Q1: 217,412 shares; 2025Q2: 122,642 shares; 2025Q3: 239,842 shares; 2025Q4: 121,222 shares; 2026Q1: 116,986 shares 116,986 $9.17M 0.07% -4,236 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: 174,758 shares; 2024Q4: 165,083 shares; 2025Q1: 163,767 shares; 2025Q2: 168,018 shares; 2025Q3: 163,918 shares; 2025Q4: 155,761 shares; 2026Q1: 151,128 shares 151,128 $8.95M 0.07% -4,633 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: 21,758 shares; 2024Q4: 23,717 shares; 2025Q1: 47,400 shares; 2025Q2: 49,688 shares; 2025Q3: 22,640 shares; 2025Q4: 35,061 shares; 2026Q1: 27,176 shares 27,176 $8.94M 0.07% -7,885 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,854 shares; 2024Q4: 43,636 shares; 2025Q1: 42,178 shares; 2025Q2: 41,593 shares; 2025Q3: 41,139 shares; 2025Q4: 39,633 shares; 2026Q1: 39,211 shares 39,211 $8.81M 0.07% -422 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,042 shares; 2024Q4: 78,172 shares; 2025Q1: 78,281 shares; 2025Q2: 79,585 shares; 2025Q3: 79,703 shares; 2025Q4: 78,841 shares; 2026Q1: 295,417 shares 295,417 $8.79M 0.07% +216,576 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: 71,821 shares; 2024Q4: 71,349 shares; 2025Q1: 69,894 shares; 2025Q2: 69,886 shares; 2025Q3: 65,956 shares; 2025Q4: 66,254 shares; 2026Q1: 61,372 shares 61,372 $8.68M 0.07% -4,882 Timeline DFUV 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: 214,622 shares; 2024Q4: 212,490 shares; 2025Q1: 211,065 shares; 2025Q2: 206,188 shares; 2025Q3: 204,098 shares; 2025Q4: 192,653 shares; 2026Q1: 178,351 shares 178,351 $8.64M 0.07% -14,302 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: 900,292 shares; 2024Q4: 443,772 shares; 2025Q1: 371,939 shares; 2025Q2: 406,646 shares; 2025Q3: 356,210 shares; 2025Q4: 351,946 shares; 2026Q1: 346,081 shares 346,081 $8.58M 0.07% -5,865 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,582 shares; 2025Q1: 6,019 shares; 2025Q2: 6,238 shares; 2025Q3: 5,578 shares; 2025Q4: 44,787 shares; 2026Q1: 42,601 shares 42,601 $8.45M 0.07% -2,186 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: 26,495 shares; 2024Q4: 24,349 shares; 2025Q1: 25,886 shares; 2025Q2: 26,257 shares; 2025Q3: 23,368 shares; 2025Q4: 36,157 shares; 2026Q1: 27,319 shares 27,319 $8.26M 0.06% -8,838 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: 11,504 shares; 2024Q4: 18,893 shares; 2025Q1: 57,630 shares; 2025Q2: 286,190 shares; 2025Q3: 310,818 shares; 2025Q4: 97,411 shares; 2026Q1: 98,843 shares 98,843 $8.15M 0.06% +1,432 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: 59,738 shares; 2024Q4: 55,635 shares; 2025Q1: 57,480 shares; 2025Q2: 53,407 shares; 2025Q3: 56,128 shares; 2025Q4: 54,222 shares; 2026Q1: 54,537 shares 54,537 $7.96M 0.06% +315 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: 14,927 shares; 2024Q4: 15,471 shares; 2025Q1: 15,269 shares; 2025Q2: 15,076 shares; 2025Q3: 14,165 shares; 2025Q4: 19,404 shares; 2026Q1: 15,617 shares 15,617 $7.8M 0.06% -3,787 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 1,360 shares; 2025Q3: 429 shares; 2025Q4: 1,372 shares; 2026Q1: 24,959 shares 24,959 $7.59M 0.06% +23,587 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: 15,006 shares; 2024Q4: 15,835 shares; 2025Q1: 16,769 shares; 2025Q2: 15,328 shares; 2025Q3: 14,893 shares; 2025Q4: 11,822 shares; 2026Q1: 11,853 shares 11,853 $7.31M 0.06% +31 Timeline BYRN BYRNA TECHNOLOGIES INC More: the full row for BYRNA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516,254 shares; 2024Q4: 471,054 shares; 2025Q1: 453,399 shares; 2025Q2: 293,243 shares; 2025Q3: 245,114 shares; 2025Q4: 245,114 shares; 2026Q1: 782,749 shares 782,749 $7.19M 0.06% +537,635 Timeline DFAX 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: 212,518 shares; 2024Q4: 208,569 shares; 2025Q1: 213,761 shares; 2025Q2: 211,114 shares; 2025Q3: 205,537 shares; 2025Q4: 208,450 shares; 2026Q1: 207,901 shares 207,901 $7.06M 0.06% -549 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,271 shares; 2024Q4: 6,271 shares; 2025Q1: 20,331 shares; 2025Q2: 20,331 shares; 2025Q3: 31,343 shares; 2025Q4: 6,280 shares; 2026Q1: 139,975 shares 139,975 $7.05M 0.06% +133,695 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: 8,185 shares; 2024Q4: 7,984 shares; 2025Q1: 16,080 shares; 2025Q2: 16,496 shares; 2025Q3: 15,216 shares; 2025Q4: 11,154 shares; 2026Q1: 29,354 shares 29,354 $6.94M 0.05% +18,200 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: 76,063 shares; 2024Q4: 83,016 shares; 2025Q1: 52,482 shares; 2025Q2: 77,813 shares; 2025Q3: 43,739 shares; 2025Q4: 52,520 shares; 2026Q1: 46,866 shares 46,866 $6.86M 0.05% -5,654 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: 61,785 shares; 2024Q4: 62,842 shares; 2025Q1: 63,656 shares; 2025Q2: 62,322 shares; 2025Q3: 55,818 shares; 2025Q4: 90,316 shares; 2026Q1: 86,730 shares 86,730 $6.73M 0.05% -3,586 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,112 shares; 2024Q4: 5,619 shares; 2025Q1: 9,350 shares; 2025Q2: 6,137 shares; 2025Q3: 2,984 shares; 2025Q4: 3,243 shares; 2026Q1: 8,706 shares 8,706 $6.73M 0.05% +5,463 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: 7,566 shares; 2024Q4: 7,898 shares; 2025Q1: 8,324 shares; 2025Q2: 9,532 shares; 2025Q3: 7,987 shares; 2025Q4: 40,984 shares; 2026Q1: 35,801 shares 35,801 $6.68M 0.05% -5,183 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: 31,471 shares; 2024Q4: 35,715 shares; 2025Q1: 74,352 shares; 2025Q2: 62,742 shares; 2025Q3: 62,952 shares; 2025Q4: 31,474 shares; 2026Q1: 31,081 shares 31,081 $6.56M 0.05% -393 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: 54,699 shares; 2024Q4: 54,565 shares; 2025Q1: 49,095 shares; 2025Q2: 49,274 shares; 2025Q3: 48,034 shares; 2025Q4: 59,303 shares; 2026Q1: 53,484 shares 53,484 $6.43M 0.05% -5,819 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: 33,000 shares; 2024Q4: 35,819 shares; 2025Q1: 71,898 shares; 2025Q2: 78,028 shares; 2025Q3: 37,080 shares; 2025Q4: 46,696 shares; 2026Q1: 40,488 shares 40,488 $6.29M 0.05% -6,208 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: 17,465 shares; 2024Q4: 17,571 shares; 2025Q1: 33,150 shares; 2025Q2: 33,702 shares; 2025Q3: 21,390 shares; 2025Q4: 22,251 shares; 2026Q1: 20,084 shares 20,084 $6.24M 0.05% -2,167 Timeline DTH 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: 146,803 shares; 2024Q4: 148,633 shares; 2025Q1: 141,858 shares; 2025Q2: 123,135 shares; 2025Q3: 124,102 shares; 2025Q4: 119,842 shares; 2026Q1: 114,317 shares 114,317 $6.18M 0.05% -5,525 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,203 shares; 2024Q4: 196,779 shares; 2025Q1: 200,406 shares; 2025Q2: 192,801 shares; 2025Q3: 201,569 shares; 2025Q4: 212,611 shares; 2026Q1: 240,770 shares 240,770 $6.06M 0.05% +28,159 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,847 shares; 2024Q4: 69,621 shares; 2025Q1: 69,836 shares; 2025Q2: 65,851 shares; 2025Q3: 65,458 shares; 2025Q4: 47,918 shares; 2026Q1: 48,119 shares 48,119 $6.02M 0.05% +201 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: 43,570 shares; 2024Q4: 37,093 shares; 2025Q1: 33,941 shares; 2025Q2: 35,361 shares; 2025Q3: 32,972 shares; 2025Q4: 27,003 shares; 2026Q1: 123,547 shares 123,547 $5.99M 0.05% +96,544 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,538 shares; 2025Q2: 97,683 shares; 2025Q3: not reported; 2025Q4: 144,310 shares; 2026Q1: 151,869 shares 151,869 $5.97M 0.05% +7,559 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: 8,886 shares; 2024Q4: 9,280 shares; 2025Q1: 6,761 shares; 2025Q2: 6,893 shares; 2025Q3: 6,934 shares; 2025Q4: 94,470 shares; 2026Q1: 61,468 shares 61,468 $5.91M 0.05% -33,002 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: 19,583 shares; 2024Q4: 21,066 shares; 2025Q1: 22,041 shares; 2025Q2: 45,072 shares; 2025Q3: 45,540 shares; 2025Q4: 28,596 shares; 2026Q1: 20,515 shares 20,515 $5.82M 0.05% -8,081 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: 42,201 shares; 2024Q4: 42,717 shares; 2025Q1: 90,522 shares; 2025Q2: 95,370 shares; 2025Q3: 86,824 shares; 2025Q4: 52,117 shares; 2026Q1: 64,171 shares 64,171 $5.75M 0.05% +12,054 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,266 shares; 2025Q3: 10,330 shares; 2025Q4: 31,829 shares; 2026Q1: 60,572 shares 60,572 $5.61M 0.04% +28,743 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 219,134 shares; 2025Q1: 227,503 shares; 2025Q2: 221,289 shares; 2025Q3: 220,285 shares; 2025Q4: 215,237 shares; 2026Q1: 207,936 shares 207,936 $5.56M 0.04% -7,301 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,489 shares; 2024Q4: 470,358 shares; 2025Q1: 519,355 shares; 2025Q2: 605,142 shares; 2025Q3: 603,279 shares; 2025Q4: 577,267 shares; 2026Q1: 568,062 shares 568,062 $5.55M 0.04% -9,205 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: 380,999 shares; 2024Q4: 379,522 shares; 2025Q1: 375,386 shares; 2025Q2: 332,754 shares; 2025Q3: 241,080 shares; 2025Q4: 186,130 shares; 2026Q1: 171,796 shares 171,796 $5.54M 0.04% -14,334 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: 179,333 shares; 2024Q4: 171,731 shares; 2025Q1: 168,824 shares; 2025Q2: 136,004 shares; 2025Q3: 116,577 shares; 2025Q4: 119,857 shares; 2026Q1: 120,770 shares 120,770 $5.48M 0.04% +913 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: 17,106 shares; 2024Q4: 77,502 shares; 2025Q1: 106,033 shares; 2025Q2: 105,759 shares; 2025Q3: 121,367 shares; 2025Q4: 125,102 shares; 2026Q1: 142,193 shares 142,193 $5.46M 0.04% +17,091 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: 36,690 shares; 2024Q4: 165,319 shares; 2025Q1: 329,642 shares; 2025Q2: 348,034 shares; 2025Q3: 349,674 shares; 2025Q4: 171,454 shares; 2026Q1: 172,576 shares 172,576 $5.34M 0.04% +1,122 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,851 shares; 2024Q4: 79,825 shares; 2025Q1: 49,866 shares; 2025Q2: 80,352 shares; 2025Q3: 82,006 shares; 2025Q4: 77,403 shares; 2026Q1: 98,238 shares 98,238 $5.17M 0.04% +20,835 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,559 shares; 2024Q4: 34,849 shares; 2025Q1: 64,640 shares; 2025Q2: 97,860 shares; 2025Q3: 95,934 shares; 2025Q4: 48,230 shares; 2026Q1: 48,114 shares 48,114 $5.12M 0.04% -116 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: 132,035 shares; 2024Q4: 124,361 shares; 2025Q1: 467,538 shares; 2025Q2: 122,150 shares; 2025Q3: 120,491 shares; 2025Q4: 113,661 shares; 2026Q1: 111,059 shares 111,059 $5.05M 0.04% -2,602 Timeline BAB 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: 422,163 shares; 2024Q4: 312,111 shares; 2025Q1: 244,308 shares; 2025Q2: 216,111 shares; 2025Q3: 200,897 shares; 2025Q4: 187,786 shares; 2026Q1: 180,498 shares 180,498 $4.87M 0.04% -7,288 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 11,909 shares; 2025Q1: 11,855 shares; 2025Q2: 12,464 shares; 2025Q3: 9,446 shares; 2025Q4: 13,053 shares; 2026Q1: 151,700 shares 151,700 $4.86M 0.04% +138,647 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: 73,719 shares; 2024Q4: 75,700 shares; 2025Q1: 153,266 shares; 2025Q2: 132,914 shares; 2025Q3: 90,026 shares; 2025Q4: 35,134 shares; 2026Q1: 33,493 shares 33,493 $4.85M 0.04% -1,641 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,832 shares; 2024Q4: 41,166 shares; 2025Q1: 49,770 shares; 2025Q2: 83,352 shares; 2025Q3: 83,366 shares; 2025Q4: 66,364 shares; 2026Q1: 66,362 shares 66,362 $4.78M 0.04% -2 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,222 shares; 2024Q4: 62,592 shares; 2025Q1: 58,333 shares; 2025Q2: 59,973 shares; 2025Q3: 74,788 shares; 2025Q4: 78,076 shares; 2026Q1: 72,295 shares 72,295 $4.77M 0.04% -5,781 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,437 shares; 2025Q1: 13,548 shares; 2025Q2: 13,003 shares; 2025Q3: 16,014 shares; 2025Q4: 17,222 shares; 2026Q1: 14,556 shares 14,556 $4.76M 0.04% -2,666 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,512 shares; 2025Q1: 19,512 shares; 2025Q2: 19,287 shares; 2025Q3: 19,287 shares; 2025Q4: 18,787 shares; 2026Q1: 375,135 shares 375,135 $4.75M 0.04% +356,348 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: 5,451 shares; 2024Q4: 5,442 shares; 2025Q1: 5,200 shares; 2025Q2: 11,246 shares; 2025Q3: 6,019 shares; 2025Q4: 8,057 shares; 2026Q1: 6,628 shares 6,628 $4.7M 0.04% -1,429 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: 15,914 shares; 2024Q4: 17,067 shares; 2025Q1: 18,359 shares; 2025Q2: 18,395 shares; 2025Q3: 16,677 shares; 2025Q4: 25,306 shares; 2026Q1: 24,192 shares 24,192 $4.67M 0.04% -1,114 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 2,961 shares; 2025Q1: 7,562 shares; 2025Q2: 7,808 shares; 2025Q3: 4,105 shares; 2025Q4: 5,958 shares; 2026Q1: 7,578 shares 7,578 $4.58M 0.04% +1,620 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,919 shares; 2025Q1: 5,271 shares; 2025Q2: 5,778 shares; 2025Q3: 5,970 shares; 2025Q4: 5,686 shares; 2026Q1: 6,276 shares 6,276 $4.38M 0.03% +590 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: 93,128 shares; 2024Q4: 98,401 shares; 2025Q1: 97,538 shares; 2025Q2: 95,248 shares; 2025Q3: 95,248 shares; 2025Q4: 95,248 shares; 2026Q1: 95,248 shares 95,248 $4.37M 0.03% 0 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: 9,898 shares; 2024Q4: 11,275 shares; 2025Q1: 11,240 shares; 2025Q2: 11,261 shares; 2025Q3: 11,054 shares; 2025Q4: 14,285 shares; 2026Q1: 14,417 shares 14,417 $4.36M 0.03% +132 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,859 shares; 2024Q4: 105,177 shares; 2025Q1: 103,896 shares; 2025Q2: 105,007 shares; 2025Q3: 89,316 shares; 2025Q4: 88,960 shares; 2026Q1: 82,386 shares 82,386 $4.35M 0.03% -6,574 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 8,345 shares; 2025Q1: 8,406 shares; 2025Q2: 8,391 shares; 2025Q3: 8,092 shares; 2025Q4: 9,082 shares; 2026Q1: 104,053 shares 104,053 $4.31M 0.03% +94,971 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: 14,966 shares; 2024Q4: 14,833 shares; 2025Q1: 14,589 shares; 2025Q2: 15,085 shares; 2025Q3: 14,607 shares; 2025Q4: 22,717 shares; 2026Q1: 21,518 shares 21,518 $4.28M 0.03% -1,199 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: 4,589 shares; 2024Q4: 4,989 shares; 2025Q1: 5,311 shares; 2025Q2: 5,299 shares; 2025Q3: 5,388 shares; 2025Q4: 6,835 shares; 2026Q1: 4,859 shares 4,859 $4.24M 0.03% -1,976 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: 1,859 shares; 2024Q4: 2,464 shares; 2025Q1: 4,627 shares; 2025Q2: 3,612 shares; 2025Q3: 3,253 shares; 2025Q4: 37,277 shares; 2026Q1: 37,398 shares 37,398 $4.13M 0.03% +121 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: 109,050 shares; 2024Q4: 110,180 shares; 2025Q1: 107,251 shares; 2025Q2: 110,648 shares; 2025Q3: 117,398 shares; 2025Q4: 182,698 shares; 2026Q1: 140,595 shares 140,595 $4.08M 0.03% -42,103 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: 39,129 shares; 2024Q4: 37,639 shares; 2025Q1: 37,422 shares; 2025Q2: 37,498 shares; 2025Q3: 38,623 shares; 2025Q4: 47,396 shares; 2026Q1: 38,668 shares 38,668 $3.97M 0.03% -8,728 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: 44,076 shares; 2024Q4: 45,308 shares; 2025Q1: 88,702 shares; 2025Q2: 87,936 shares; 2025Q3: 79,016 shares; 2025Q4: 52,336 shares; 2026Q1: 42,097 shares 42,097 $3.96M 0.03% -10,239 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: 12,760 shares; 2024Q4: 13,368 shares; 2025Q1: 12,282 shares; 2025Q2: 14,151 shares; 2025Q3: 17,604 shares; 2025Q4: 34,392 shares; 2026Q1: 29,658 shares 29,658 $3.94M 0.03% -4,734 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: 3,015 shares; 2024Q4: 5,669 shares; 2025Q1: 11,546 shares; 2025Q2: 14,754 shares; 2025Q3: 8,214 shares; 2025Q4: 15,493 shares; 2026Q1: 11,574 shares 11,574 $3.91M 0.03% -3,919 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: 166,630 shares; 2024Q4: 132,249 shares; 2025Q1: 131,210 shares; 2025Q2: 104,258 shares; 2025Q3: 95,462 shares; 2025Q4: 136,730 shares; 2026Q1: 80,014 shares 80,014 $3.9M 0.03% -56,716 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: not reported; 2024Q4: 7,373 shares; 2025Q1: 7,273 shares; 2025Q2: 32,201 shares; 2025Q3: 32,232 shares; 2025Q4: 26,483 shares; 2026Q1: 67,631 shares 67,631 $3.83M 0.03% +41,148 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: 91,718 shares; 2024Q4: 78,345 shares; 2025Q1: 97,734 shares; 2025Q2: 109,466 shares; 2025Q3: 111,432 shares; 2025Q4: 51,541 shares; 2026Q1: 65,944 shares 65,944 $3.74M 0.03% +14,403 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: 6,873 shares; 2024Q4: 7,482 shares; 2025Q1: 7,495 shares; 2025Q2: 7,462 shares; 2025Q3: 7,841 shares; 2025Q4: 7,609 shares; 2026Q1: 8,077 shares 8,077 $3.74M 0.03% +468 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: 33,482 shares; 2024Q4: 30,308 shares; 2025Q1: 25,493 shares; 2025Q2: 24,547 shares; 2025Q3: 22,143 shares; 2025Q4: 25,669 shares; 2026Q1: 22,604 shares 22,604 $3.72M 0.03% -3,065 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,475 shares; 2024Q4: 29,394 shares; 2025Q1: 29,441 shares; 2025Q2: 29,469 shares; 2025Q3: 29,395 shares; 2025Q4: 29,488 shares; 2026Q1: 29,375 shares 29,375 $3.71M 0.03% -113 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,778 shares; 2024Q4: 99,029 shares; 2025Q1: 467,955 shares; 2025Q2: 76,258 shares; 2025Q3: 74,290 shares; 2025Q4: 72,131 shares; 2026Q1: 73,945 shares 73,945 $3.71M 0.03% +1,814 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: 22,083 shares; 2024Q4: 92,850 shares; 2025Q1: 187,632 shares; 2025Q2: 193,696 shares; 2025Q3: 197,508 shares; 2025Q4: 136,562 shares; 2026Q1: 126,750 shares 126,750 $3.69M 0.03% -9,812 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,405 shares; 2024Q4: 29,032 shares; 2025Q1: 40,695 shares; 2025Q2: 35,713 shares; 2025Q3: 35,293 shares; 2025Q4: 41,173 shares; 2026Q1: 41,159 shares 41,159 $3.68M 0.03% -14 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: 8,463 shares; 2024Q4: 8,724 shares; 2025Q1: 7,358 shares; 2025Q2: 9,119 shares; 2025Q3: 9,094 shares; 2025Q4: 10,987 shares; 2026Q1: 10,255 shares 10,255 $3.67M 0.03% -732 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: 4,765 shares; 2024Q4: 4,932 shares; 2025Q1: 4,869 shares; 2025Q2: 5,258 shares; 2025Q3: 6,239 shares; 2025Q4: 8,883 shares; 2026Q1: 4,328 shares 4,328 $3.66M 0.03% -4,555 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: 13,150 shares; 2024Q4: 12,931 shares; 2025Q1: 13,210 shares; 2025Q2: 13,019 shares; 2025Q3: 13,516 shares; 2025Q4: 16,895 shares; 2026Q1: 12,908 shares 12,908 $3.6M 0.03% -3,987 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: 10,297 shares; 2024Q4: 9,802 shares; 2025Q1: 8,412 shares; 2025Q2: 8,754 shares; 2025Q3: 7,639 shares; 2025Q4: 13,035 shares; 2026Q1: 10,545 shares 10,545 $3.6M 0.03% -2,490 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: 123,626 shares; 2024Q4: 125,762 shares; 2025Q1: 229,664 shares; 2025Q2: 236,284 shares; 2025Q3: 112,934 shares; 2025Q4: 138,314 shares; 2026Q1: 126,372 shares 126,372 $3.55M 0.03% -11,942 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: 25,032 shares; 2024Q4: 26,006 shares; 2025Q1: 61,548 shares; 2025Q2: 19,334 shares; 2025Q3: 40,018 shares; 2025Q4: 30,176 shares; 2026Q1: 36,742 shares 36,742 $3.54M 0.03% +6,566 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: 46,260 shares; 2024Q4: 36,021 shares; 2025Q1: 36,021 shares; 2025Q2: 64,938 shares; 2025Q3: 64,938 shares; 2025Q4: 64,938 shares; 2026Q1: 83,705 shares 83,705 $3.53M 0.03% +18,767 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 9,987 shares; 2025Q1: 7,971 shares; 2025Q2: 10,901 shares; 2025Q3: 9,577 shares; 2025Q4: 9,579 shares; 2026Q1: 10,656 shares 10,656 $3.5M 0.03% +1,077 Timeline QCLN 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: 164,286 shares; 2024Q4: 119,854 shares; 2025Q1: 111,999 shares; 2025Q2: 95,966 shares; 2025Q3: 79,044 shares; 2025Q4: 75,681 shares; 2026Q1: 74,942 shares 74,942 $3.48M 0.03% -739 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: 20,946 shares; 2024Q4: 21,781 shares; 2025Q1: 21,027 shares; 2025Q2: 20,701 shares; 2025Q3: 21,927 shares; 2025Q4: 43,427 shares; 2026Q1: 23,600 shares 23,600 $3.47M 0.03% -19,827 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: 13,363 shares; 2024Q4: 13,977 shares; 2025Q1: 14,107 shares; 2025Q2: 13,093 shares; 2025Q3: 11,621 shares; 2025Q4: 17,398 shares; 2026Q1: 12,511 shares 12,511 $3.39M 0.03% -4,887 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: 7,157 shares; 2024Q4: 7,474 shares; 2025Q1: 15,768 shares; 2025Q2: 14,730 shares; 2025Q3: 6,881 shares; 2025Q4: 18,292 shares; 2026Q1: 14,946 shares 14,946 $3.38M 0.03% -3,346 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 9,745 shares; 2025Q1: 19,756 shares; 2025Q2: 16,418 shares; 2025Q3: 16,422 shares; 2025Q4: 8,226 shares; 2026Q1: 8,149 shares 8,149 $3.32M 0.03% -77 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,470 shares; 2024Q4: 16,470 shares; 2025Q1: 16,470 shares; 2025Q2: 16,430 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares; 2026Q1: 16,627 shares 16,627 $3.29M 0.03% -23 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: 38,209 shares; 2024Q4: 36,467 shares; 2025Q1: 72,984 shares; 2025Q2: 71,182 shares; 2025Q3: 62,212 shares; 2025Q4: 28,309 shares; 2026Q1: 26,815 shares 26,815 $3.25M 0.03% -1,494 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,669 shares; 2024Q4: 8,341 shares; 2025Q1: 8,228 shares; 2025Q2: 8,216 shares; 2025Q3: 7,599 shares; 2025Q4: 11,757 shares; 2026Q1: 9,233 shares 9,233 $3.25M 0.03% -2,524 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,030 shares; 2024Q4: 24,744 shares; 2025Q1: 25,749 shares; 2025Q2: 26,080 shares; 2025Q3: 25,890 shares; 2025Q4: 28,742 shares; 2026Q1: 27,829 shares 27,829 $3.2M 0.03% -913 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: 44,803 shares; 2024Q4: 44,881 shares; 2025Q1: 44,881 shares; 2025Q2: 48,792 shares; 2025Q3: 52,105 shares; 2025Q4: 43,251 shares; 2026Q1: 34,723 shares 34,723 $3.18M 0.02% -8,528 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: 5,799 shares; 2024Q4: 5,693 shares; 2025Q1: 12,824 shares; 2025Q2: 11,614 shares; 2025Q3: 12,064 shares; 2025Q4: 9,076 shares; 2026Q1: 8,645 shares 8,645 $3.18M 0.02% -431 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 368 shares; 2025Q4: 38,339 shares; 2026Q1: 37,975 shares 37,975 $3.17M 0.02% -364 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: 21,104 shares; 2024Q4: 23,611 shares; 2025Q1: 143,588 shares; 2025Q2: 74,492 shares; 2025Q3: 68,878 shares; 2025Q4: 52,982 shares; 2026Q1: 39,396 shares 39,396 $3.14M 0.02% -13,586 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: 10,723 shares; 2024Q4: 11,044 shares; 2025Q1: 9,527 shares; 2025Q2: 9,689 shares; 2025Q3: 14,080 shares; 2025Q4: 21,151 shares; 2026Q1: 15,303 shares 15,303 $3.11M 0.02% -5,848 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,044 shares; 2025Q4: 136,252 shares; 2026Q1: 136,928 shares 136,928 $3.11M 0.02% +676 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: 61,502 shares; 2024Q4: 50,405 shares; 2025Q1: 30,870 shares; 2025Q2: 25,095 shares; 2025Q3: 23,964 shares; 2025Q4: 47,925 shares; 2026Q1: 50,599 shares 50,599 $3.1M 0.02% +2,674 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,826 shares; 2024Q4: 57,115 shares; 2025Q1: 52,270 shares; 2025Q2: 52,092 shares; 2025Q3: 48,718 shares; 2025Q4: 47,833 shares; 2026Q1: 46,864 shares 46,864 $3.09M 0.02% -969 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: 13,864 shares; 2024Q4: 14,083 shares; 2025Q1: 28,392 shares; 2025Q2: 22,724 shares; 2025Q3: 22,082 shares; 2025Q4: 15,385 shares; 2026Q1: 12,609 shares 12,609 $3.06M 0.02% -2,776 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: 70,927 shares; 2024Q4: 71,475 shares; 2025Q1: 147,744 shares; 2025Q2: 39,140 shares; 2025Q3: 41,066 shares; 2025Q4: 19,706 shares; 2026Q1: 20,136 shares 20,136 $3.05M 0.02% +430 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: 49,490 shares; 2024Q4: 57,751 shares; 2025Q1: 59,256 shares; 2025Q2: 59,837 shares; 2025Q3: 62,725 shares; 2025Q4: 62,356 shares; 2026Q1: 61,733 shares 61,733 $3.05M 0.02% -623 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,611 shares; 2024Q4: 47,594 shares; 2025Q1: 48,745 shares; 2025Q2: 44,635 shares; 2025Q3: 43,260 shares; 2025Q4: 43,813 shares; 2026Q1: 42,717 shares 42,717 $3.04M 0.02% -1,096 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 58,912 shares; 2026Q1: 57,252 shares 57,252 $3.03M 0.02% -1,660 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: 17,345 shares; 2025Q1: 34,788 shares; 2025Q2: 34,754 shares; 2025Q3: 13,026 shares; 2025Q4: 19,151 shares; 2026Q1: 14,036 shares 14,036 $3M 0.02% -5,115 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 4,209 shares; 2025Q1: 7,574 shares; 2025Q2: 7,474 shares; 2025Q3: 7,294 shares; 2025Q4: 14,398 shares; 2026Q1: 13,810 shares 13,810 $2.99M 0.02% -588 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: 4,465 shares; 2024Q4: 4,337 shares; 2025Q1: 8,830 shares; 2025Q2: 9,252 shares; 2025Q3: 4,699 shares; 2025Q4: 5,432 shares; 2026Q1: 4,375 shares 4,375 $2.98M 0.02% -1,057 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,265 shares; 2024Q4: 50,043 shares; 2025Q1: 47,577 shares; 2025Q2: 37,973 shares; 2025Q3: 37,660 shares; 2025Q4: 33,451 shares; 2026Q1: 31,002 shares 31,002 $2.97M 0.02% -2,449 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: 4,209 shares; 2024Q4: 16,798 shares; 2025Q1: 23,874 shares; 2025Q2: 22,220 shares; 2025Q3: 25,798 shares; 2025Q4: 26,879 shares; 2026Q1: 26,428 shares 26,428 $2.94M 0.02% -451 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,262 shares; 2024Q4: 60,527 shares; 2025Q1: 72,119 shares; 2025Q2: 71,585 shares; 2025Q3: 76,138 shares; 2025Q4: 160,985 shares; 2026Q1: 168,677 shares 168,677 $2.92M 0.02% +7,692 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,189 shares; 2025Q1: 92,956 shares; 2025Q2: 96,821 shares; 2025Q3: 111,216 shares; 2025Q4: 124,187 shares; 2026Q1: 129,461 shares 129,461 $2.9M 0.02% +5,274 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 64,351 shares; 2025Q1: 64,638 shares; 2025Q2: 64,638 shares; 2025Q3: 64,638 shares; 2025Q4: 64,638 shares; 2026Q1: 64,638 shares 64,638 $2.83M 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: 377,386 shares; 2024Q4: 185,826 shares; 2025Q1: 184,804 shares; 2025Q2: 172,208 shares; 2025Q3: 118,099 shares; 2025Q4: 94,539 shares; 2026Q1: 75,873 shares 75,873 $2.79M 0.02% -18,666 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,140 shares; 2025Q1: 5,626 shares; 2025Q2: 11,958 shares; 2025Q3: 11,340 shares; 2025Q4: 9,989 shares; 2026Q1: 8,473 shares 8,473 $2.78M 0.02% -1,516 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,927 shares; 2024Q4: 28,948 shares; 2025Q1: 60,840 shares; 2025Q2: 29,135 shares; 2025Q3: 26,578 shares; 2025Q4: 40,120 shares; 2026Q1: 67,192 shares 67,192 $2.76M 0.02% +27,072 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: 35,000 shares; 2024Q4: 35,385 shares; 2025Q1: 35,593 shares; 2025Q2: 35,593 shares; 2025Q3: 35,593 shares; 2025Q4: 35,593 shares; 2026Q1: 35,593 shares 35,593 $2.75M 0.02% 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: not reported; 2024Q4: 81,856 shares; 2025Q1: 52,813 shares; 2025Q2: 45,334 shares; 2025Q3: 45,531 shares; 2025Q4: 59,181 shares; 2026Q1: 54,168 shares 54,168 $2.74M 0.02% -5,013 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: 6,412 shares; 2024Q4: 13,742 shares; 2025Q1: 13,680 shares; 2025Q2: 15,087 shares; 2025Q3: 14,653 shares; 2025Q4: 19,913 shares; 2026Q1: 17,082 shares 17,082 $2.74M 0.02% -2,831 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: 30,069 shares; 2024Q4: 32,691 shares; 2025Q1: 84,530 shares; 2025Q2: 72,856 shares; 2025Q3: 69,416 shares; 2025Q4: 33,167 shares; 2026Q1: 30,821 shares 30,821 $2.72M 0.02% -2,346 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,789 shares; 2024Q4: 70,617 shares; 2025Q1: 70,951 shares; 2025Q2: 70,954 shares; 2025Q3: 70,873 shares; 2025Q4: 71,426 shares; 2026Q1: 72,365 shares 72,365 $2.71M 0.02% +939 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,420 shares; 2025Q3: 31,203 shares; 2025Q4: 32,526 shares; 2026Q1: 36,476 shares 36,476 $2.71M 0.02% +3,950 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: 57,045 shares; 2024Q4: 57,674 shares; 2025Q1: 58,223 shares; 2025Q2: 58,301 shares; 2025Q3: 58,223 shares; 2025Q4: 58,443 shares; 2026Q1: 58,443 shares 58,443 $2.66M 0.02% 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: 35,500 shares; 2024Q4: 106,633 shares; 2025Q1: 223,466 shares; 2025Q2: 95,502 shares; 2025Q3: 203,304 shares; 2025Q4: 99,819 shares; 2026Q1: 94,596 shares 94,596 $2.63M 0.02% -5,223 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: 32,261 shares; 2024Q4: 32,748 shares; 2025Q1: 33,246 shares; 2025Q2: 32,687 shares; 2025Q3: 35,144 shares; 2025Q4: 36,498 shares; 2026Q1: 37,338 shares 37,338 $2.62M 0.02% +840 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: 11,844 shares; 2024Q4: 16,011 shares; 2025Q1: 35,472 shares; 2025Q2: 37,832 shares; 2025Q3: 37,840 shares; 2025Q4: 19,141 shares; 2026Q1: 17,742 shares 17,742 $2.59M 0.02% -1,399 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: 29,117 shares; 2024Q4: 29,631 shares; 2025Q1: 28,604 shares; 2025Q2: 29,489 shares; 2025Q3: 17,694 shares; 2025Q4: 17,921 shares; 2026Q1: 17,556 shares 17,556 $2.57M 0.02% -365 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,415 shares; 2024Q4: 95,415 shares; 2025Q1: 95,415 shares; 2025Q2: 95,415 shares; 2025Q3: 95,415 shares; 2025Q4: 95,415 shares; 2026Q1: 141,607 shares 141,607 $2.54M 0.02% +46,192 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,112 shares; 2024Q4: 63,339 shares; 2025Q1: 10,695 shares; 2025Q2: 13,150 shares; 2025Q3: 10,246 shares; 2025Q4: 13,203 shares; 2026Q1: 31,217 shares 31,217 $2.5M 0.02% +18,014 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: 25,626 shares; 2024Q4: 24,138 shares; 2025Q1: 22,761 shares; 2025Q2: 22,729 shares; 2025Q3: 21,666 shares; 2025Q4: 26,584 shares; 2026Q1: 18,980 shares 18,980 $2.49M 0.02% -7,604 Timeline DFSI 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: 97,170 shares; 2024Q4: 63,196 shares; 2025Q1: 62,926 shares; 2025Q2: 63,082 shares; 2025Q3: 59,528 shares; 2025Q4: 59,374 shares; 2026Q1: 58,386 shares 58,386 $2.48M 0.02% -988 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,219 shares; 2024Q4: 16,088 shares; 2025Q1: 37,190 shares; 2025Q2: 16,000 shares; 2025Q3: 36,664 shares; 2025Q4: 15,788 shares; 2026Q1: 13,581 shares 13,581 $2.46M 0.02% -2,207 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,645 shares; 2025Q4: 54,217 shares; 2026Q1: 51,790 shares 51,790 $2.45M 0.02% -2,427 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,377 shares; 2024Q4: 29,687 shares; 2025Q1: 27,575 shares; 2025Q2: 54,887 shares; 2025Q3: 53,734 shares; 2025Q4: 70,021 shares; 2026Q1: 52,668 shares 52,668 $2.44M 0.02% -17,353 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: 44,653 shares; 2024Q4: 40,360 shares; 2025Q1: 34,383 shares; 2025Q2: 31,308 shares; 2025Q3: 27,389 shares; 2025Q4: 36,599 shares; 2026Q1: 26,298 shares 26,298 $2.44M 0.02% -10,301 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,797 shares; 2024Q4: 58,029 shares; 2025Q1: 117,282 shares; 2025Q2: 56,567 shares; 2025Q3: 46,714 shares; 2025Q4: 72,768 shares; 2026Q1: 54,389 shares 54,389 $2.4M 0.02% -18,379 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: 5,399 shares; 2024Q4: 5,414 shares; 2025Q1: 5,430 shares; 2025Q2: 5,446 shares; 2025Q3: 5,461 shares; 2025Q4: 5,807 shares; 2026Q1: 8,119 shares 8,119 $2.4M 0.02% +2,312 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,320 shares; 2024Q4: 22,801 shares; 2025Q1: 21,879 shares; 2025Q2: 23,379 shares; 2025Q3: 22,872 shares; 2025Q4: 23,887 shares; 2026Q1: 21,475 shares 21,475 $2.39M 0.02% -2,412 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: 6,503 shares; 2024Q4: 6,428 shares; 2025Q1: 12,856 shares; 2025Q2: 10,408 shares; 2025Q3: 8,934 shares; 2025Q4: 4,430 shares; 2026Q1: 7,504 shares 7,504 $2.39M 0.02% +3,074 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,067 shares; 2024Q4: 52,079 shares; 2025Q1: 21,752 shares; 2025Q2: 22,224 shares; 2025Q3: 21,760 shares; 2025Q4: 29,075 shares; 2026Q1: 26,371 shares 26,371 $2.38M 0.02% -2,704 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,063 shares; 2024Q4: 50,416 shares; 2025Q1: 43,594 shares; 2025Q2: 43,589 shares; 2025Q3: 42,713 shares; 2025Q4: 42,395 shares; 2026Q1: 44,751 shares 44,751 $2.36M 0.02% +2,356 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: 5,061 shares; 2024Q4: 6,999 shares; 2025Q1: 6,933 shares; 2025Q2: 12,235 shares; 2025Q3: 13,754 shares; 2025Q4: 18,088 shares; 2026Q1: 12,917 shares 12,917 $2.36M 0.02% -5,171 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: 44,123 shares; 2024Q4: 41,959 shares; 2025Q1: 39,849 shares; 2025Q2: 43,845 shares; 2025Q3: 42,930 shares; 2025Q4: 39,809 shares; 2026Q1: 38,314 shares 38,314 $2.35M 0.02% -1,495 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: 994 shares; 2025Q1: 1,008 shares; 2025Q2: 3,951 shares; 2025Q3: 5,045 shares; 2025Q4: 5,547 shares; 2026Q1: 6,122 shares 6,122 $2.35M 0.02% +575 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: 38,993 shares; 2024Q4: 38,539 shares; 2025Q1: 38,439 shares; 2025Q2: 38,439 shares; 2025Q3: 38,674 shares; 2025Q4: 38,571 shares; 2026Q1: 33,471 shares 33,471 $2.34M 0.02% -5,100 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: 4,795 shares; 2024Q4: 5,588 shares; 2025Q1: 5,484 shares; 2025Q2: 6,583 shares; 2025Q3: 6,256 shares; 2025Q4: 10,799 shares; 2026Q1: 6,903 shares 6,903 $2.33M 0.02% -3,896 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: 27,093 shares; 2024Q4: 27,164 shares; 2025Q1: 56,436 shares; 2025Q2: 58,814 shares; 2025Q3: 57,756 shares; 2025Q4: 29,420 shares; 2026Q1: 31,321 shares 31,321 $2.33M 0.02% +1,901 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: 20,244 shares; 2024Q4: 23,133 shares; 2025Q1: 48,514 shares; 2025Q2: 46,528 shares; 2025Q3: 45,644 shares; 2025Q4: 23,131 shares; 2026Q1: 23,105 shares 23,105 $2.32M 0.02% -26 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,794 shares; 2025Q1: 2,680 shares; 2025Q2: 2,604 shares; 2025Q3: 2,536 shares; 2025Q4: 3,110 shares; 2026Q1: 2,411 shares 2,411 $2.32M 0.02% -699 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: 14,734 shares; 2024Q4: 14,959 shares; 2025Q1: 16,298 shares; 2025Q2: 16,330 shares; 2025Q3: 18,538 shares; 2025Q4: 19,135 shares; 2026Q1: 20,743 shares 20,743 $2.28M 0.02% +1,608 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B 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: 9,935 shares; 2025Q4: 68,923 shares; 2026Q1: 80,907 shares 80,907 $2.26M 0.02% +11,984 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: 28,509 shares; 2024Q4: 28,679 shares; 2025Q1: 59,144 shares; 2025Q2: 58,162 shares; 2025Q3: 25,719 shares; 2025Q4: 40,617 shares; 2026Q1: 37,167 shares 37,167 $2.25M 0.02% -3,450 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 5,163 shares; 2025Q1: 9,726 shares; 2025Q2: 15,203 shares; 2025Q3: 21,766 shares; 2025Q4: 18,052 shares; 2026Q1: 19,357 shares 19,357 $2.25M 0.02% +1,305 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,098 shares; 2024Q4: 96,722 shares; 2025Q1: 96,729 shares; 2025Q2: 96,670 shares; 2025Q3: 96,657 shares; 2025Q4: 99,276 shares; 2026Q1: 98,316 shares 98,316 $2.23M 0.02% -960 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,746 shares; 2025Q1: 5,406 shares; 2025Q2: 5,240 shares; 2025Q3: 2,765 shares; 2025Q4: 3,761 shares; 2026Q1: 6,137 shares 6,137 $2.2M 0.02% +2,376 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: 39,310 shares; 2024Q4: 39,725 shares; 2025Q1: 39,736 shares; 2025Q2: 40,562 shares; 2025Q3: 40,962 shares; 2025Q4: 40,975 shares; 2026Q1: 41,307 shares 41,307 $2.17M 0.02% +332 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 7,494 shares; 2025Q3: 5,267 shares; 2025Q4: 5,866 shares; 2026Q1: 60,575 shares 60,575 $2.16M 0.02% +54,709 Timeline RDIV 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: 38,000 shares; 2024Q4: 38,403 shares; 2025Q1: 38,796 shares; 2025Q2: 38,796 shares; 2025Q3: 38,796 shares; 2025Q4: 38,796 shares; 2026Q1: 38,796 shares 38,796 $2.16M 0.02% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,580 shares; 2024Q4: 70,740 shares; 2025Q1: 70,740 shares; 2025Q2: 70,740 shares; 2025Q3: 70,740 shares; 2025Q4: 78,774 shares; 2026Q1: 79,329 shares 79,329 $2.16M 0.02% +555 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: 14,072 shares; 2024Q4: 12,319 shares; 2025Q1: 11,870 shares; 2025Q2: 12,701 shares; 2025Q3: 11,786 shares; 2025Q4: 15,362 shares; 2026Q1: 16,306 shares 16,306 $2.1M 0.02% +944 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,226 shares; 2024Q4: 61,246 shares; 2025Q1: 56,869 shares; 2025Q2: 54,049 shares; 2025Q3: 49,485 shares; 2025Q4: 48,437 shares; 2026Q1: 45,260 shares 45,260 $2.09M 0.02% -3,177 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,132 shares; 2024Q4: 14,677 shares; 2025Q1: 7,463 shares; 2025Q2: 7,584 shares; 2025Q3: 17,788 shares; 2025Q4: 20,360 shares; 2026Q1: 17,623 shares 17,623 $2.09M 0.02% -2,737 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,209 shares; 2025Q1: 3,304 shares; 2025Q2: 3,586 shares; 2025Q3: 3,301 shares; 2025Q4: 4,925 shares; 2026Q1: 4,179 shares 4,179 $2.07M 0.02% -746 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,936 shares 26,936 $2.06M 0.02% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,572 shares; 2024Q4: 28,128 shares; 2025Q1: 29,025 shares; 2025Q2: 30,428 shares; 2025Q3: 30,366 shares; 2025Q4: 23,968 shares; 2026Q1: 20,324 shares 20,324 $2.04M 0.02% -3,644 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,374 shares; 2024Q4: 398,374 shares; 2025Q1: 398,374 shares; 2025Q2: 479,518 shares; 2025Q3: 479,518 shares; 2025Q4: 601,973 shares; 2026Q1: 721,788 shares 721,788 $2.01M 0.02% +119,815 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: 16,471 shares; 2024Q4: 14,993 shares; 2025Q1: 27,322 shares; 2025Q2: 26,706 shares; 2025Q3: 27,182 shares; 2025Q4: 25,124 shares; 2026Q1: 12,501 shares 12,501 $2M 0.02% -12,623 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,314 shares; 2024Q4: 15,931 shares; 2025Q1: 16,718 shares; 2025Q2: 17,461 shares; 2025Q3: 16,542 shares; 2025Q4: 22,067 shares; 2026Q1: 21,334 shares 21,334 $1.98M 0.02% -733 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,266 shares; 2024Q4: 21,789 shares; 2025Q1: 21,742 shares; 2025Q2: 12,878 shares; 2025Q3: 23,094 shares; 2025Q4: 29,434 shares; 2026Q1: 29,434 shares 29,434 $1.96M 0.02% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,005 shares; 2024Q4: 29,753 shares; 2025Q1: 29,144 shares; 2025Q2: 25,982 shares; 2025Q3: 25,342 shares; 2025Q4: 24,720 shares; 2026Q1: 24,721 shares 24,721 $1.96M 0.02% +1 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: 16,335 shares; 2024Q4: 15,364 shares; 2025Q1: 15,411 shares; 2025Q2: 16,258 shares; 2025Q3: 15,890 shares; 2025Q4: 17,956 shares; 2026Q1: 14,959 shares 14,959 $1.96M 0.02% -2,997 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,007 shares; 2025Q1: 8,073 shares; 2025Q2: 8,041 shares; 2025Q3: 15,680 shares; 2025Q4: 6,119 shares; 2026Q1: 3,942 shares 3,942 $1.94M 0.02% -2,177 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: 14,596 shares; 2024Q4: 14,740 shares; 2025Q1: 14,850 shares; 2025Q2: 15,989 shares; 2025Q3: 15,691 shares; 2025Q4: 20,276 shares; 2026Q1: 16,187 shares 16,187 $1.92M 0.02% -4,089 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,639 shares; 2025Q1: 6,343 shares; 2025Q2: 6,624 shares; 2025Q3: 5,808 shares; 2025Q4: 12,373 shares; 2026Q1: 9,183 shares 9,183 $1.91M 0.02% -3,190 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: 5,337 shares; 2024Q4: 3,979 shares; 2025Q1: 4,058 shares; 2025Q2: 4,104 shares; 2025Q3: 4,315 shares; 2025Q4: 4,861 shares; 2026Q1: 3,396 shares 3,396 $1.91M 0.01% -1,465 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: 8,445 shares; 2024Q4: 14,429 shares; 2025Q1: 14,548 shares; 2025Q2: 15,470 shares; 2025Q3: 31,720 shares; 2025Q4: 16,148 shares; 2026Q1: 15,996 shares 15,996 $1.89M 0.01% -152 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,025 shares; 2024Q4: 26,682 shares; 2025Q1: 27,033 shares; 2025Q2: 27,108 shares; 2025Q3: 27,050 shares; 2025Q4: 29,366 shares; 2026Q1: 29,275 shares 29,275 $1.88M 0.01% -91 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,012 shares; 2024Q4: 18,964 shares; 2025Q1: 18,964 shares; 2025Q2: 18,418 shares; 2025Q3: 18,693 shares; 2025Q4: 18,712 shares; 2026Q1: 19,858 shares 19,858 $1.86M 0.01% +1,146 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: 11,429 shares; 2024Q4: 11,020 shares; 2025Q1: 11,059 shares; 2025Q2: 11,144 shares; 2025Q3: 11,435 shares; 2025Q4: 14,015 shares; 2026Q1: 12,751 shares 12,751 $1.85M 0.01% -1,264 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,399 shares; 2025Q1: 9,413 shares; 2025Q2: 9,504 shares; 2025Q3: 9,388 shares; 2025Q4: 10,399 shares; 2026Q1: 9,904 shares 9,904 $1.83M 0.01% -495 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,832 shares; 2025Q1: 17,832 shares; 2025Q2: 34,558 shares; 2025Q3: 34,558 shares; 2025Q4: 34,879 shares; 2026Q1: 37,798 shares 37,798 $1.81M 0.01% +2,919 Timeline DVYE 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: 48,650 shares; 2024Q4: 51,328 shares; 2025Q1: 51,658 shares; 2025Q2: 51,658 shares; 2025Q3: 51,658 shares; 2025Q4: 51,658 shares; 2026Q1: 51,658 shares 51,658 $1.78M 0.01% 0 Timeline DEHP 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: 239,708 shares; 2024Q4: 118,805 shares; 2025Q1: 119,061 shares; 2025Q2: 107,979 shares; 2025Q3: 81,792 shares; 2025Q4: 63,061 shares; 2026Q1: 52,305 shares 52,305 $1.77M 0.01% -10,756 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: 5,782 shares; 2024Q4: 5,532 shares; 2025Q1: 5,601 shares; 2025Q2: 6,176 shares; 2025Q3: 6,614 shares; 2025Q4: 7,131 shares; 2026Q1: 8,023 shares 8,023 $1.76M 0.01% +892 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,810 shares; 2025Q1: 20,543 shares; 2025Q2: 19,727 shares; 2025Q3: 19,815 shares; 2025Q4: 23,276 shares; 2026Q1: 20,548 shares 20,548 $1.75M 0.01% -2,728 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: 12,051 shares; 2024Q4: 12,880 shares; 2025Q1: 15,111 shares; 2025Q2: 14,016 shares; 2025Q3: 13,343 shares; 2025Q4: 14,772 shares; 2026Q1: 25,370 shares 25,370 $1.73M 0.01% +10,598 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,429 shares; 2024Q4: 35,336 shares; 2025Q1: 84,382 shares; 2025Q2: 79,284 shares; 2025Q3: 79,244 shares; 2025Q4: 38,340 shares; 2026Q1: 45,490 shares 45,490 $1.72M 0.01% +7,150 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: 30,048 shares; 2024Q4: 29,295 shares; 2025Q1: 38,218 shares; 2025Q2: 35,760 shares; 2025Q3: 39,751 shares; 2025Q4: 39,197 shares; 2026Q1: 18,676 shares 18,676 $1.71M 0.01% -20,521 Timeline VIS 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: 994 shares; 2024Q4: 987 shares; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,049 shares; 2025Q4: 956 shares; 2026Q1: 5,454 shares 5,454 $1.7M 0.01% +4,498 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,032 shares; 2024Q4: 64,728 shares; 2025Q1: 64,899 shares; 2025Q2: 60,672 shares; 2025Q3: 38,589 shares; 2025Q4: 73,556 shares; 2026Q1: 58,799 shares 58,799 $1.69M 0.01% -14,757 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: 3,362 shares; 2024Q4: 3,270 shares; 2025Q1: 3,187 shares; 2025Q2: 11,233 shares; 2025Q3: 10,897 shares; 2025Q4: 11,453 shares; 2026Q1: 15,151 shares 15,151 $1.67M 0.01% +3,698 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 6,614 shares; 2025Q1: 6,836 shares; 2025Q2: 6,865 shares; 2025Q3: 6,824 shares; 2025Q4: 8,300 shares; 2026Q1: 7,270 shares 7,270 $1.67M 0.01% -1,030 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 13,490 shares; 2025Q1: 13,490 shares; 2025Q2: 9,425 shares; 2025Q3: 8,800 shares; 2025Q4: 8,925 shares; 2026Q1: 8,926 shares 8,926 $1.65M 0.01% +1 Timeline SHYD 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: 84,675 shares; 2025Q1: 77,746 shares; 2025Q2: 72,632 shares; 2025Q3: 72,727 shares; 2025Q4: 70,992 shares; 2026Q1: 72,602 shares 72,602 $1.65M 0.01% +1,610 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: 28,610 shares; 2024Q4: 47,282 shares; 2025Q1: 48,598 shares; 2025Q2: 42,431 shares; 2025Q3: 42,576 shares; 2025Q4: 43,727 shares; 2026Q1: 28,593 shares 28,593 $1.62M 0.01% -15,134 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 5,197 shares; 2025Q1: 9,616 shares; 2025Q2: 9,898 shares; 2025Q3: 9,596 shares; 2025Q4: 5,615 shares; 2026Q1: 5,632 shares 5,632 $1.62M 0.01% +17 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,185 shares; 2024Q4: 6,592 shares; 2025Q1: 6,592 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,592 shares; 2026Q1: 6,592 shares 6,592 $1.59M 0.01% 0 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: 11,310 shares; 2024Q4: 25,911 shares; 2025Q1: 46,219 shares; 2025Q2: 19,686 shares; 2025Q3: 13,803 shares; 2025Q4: 14,427 shares; 2026Q1: 29,899 shares 29,899 $1.59M 0.01% +15,472 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,380 shares; 2024Q4: 77,434 shares; 2025Q1: 77,466 shares; 2025Q2: 76,950 shares; 2025Q3: 15,064 shares; 2025Q4: 15,348 shares; 2026Q1: 15,170 shares 15,170 $1.57M 0.01% -178 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: 35,726 shares; 2024Q4: 32,943 shares; 2025Q1: 30,294 shares; 2025Q2: 25,363 shares; 2025Q3: 21,959 shares; 2025Q4: 26,797 shares; 2026Q1: 21,482 shares 21,482 $1.56M 0.01% -5,315 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: 9,669 shares; 2024Q4: 11,718 shares; 2025Q1: 37,640 shares; 2025Q2: 37,156 shares; 2025Q3: 37,330 shares; 2025Q4: 18,392 shares; 2026Q1: 18,771 shares 18,771 $1.55M 0.01% +379 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 12,813 shares; 2025Q1: 21,388 shares; 2025Q2: 20,596 shares; 2025Q3: 9,220 shares; 2025Q4: 10,160 shares; 2026Q1: 7,336 shares 7,336 $1.54M 0.01% -2,824 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: 10,307 shares; 2024Q4: 9,822 shares; 2025Q1: 9,299 shares; 2025Q2: 9,335 shares; 2025Q3: 8,895 shares; 2025Q4: 10,717 shares; 2026Q1: 7,579 shares 7,579 $1.54M 0.01% -3,138 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: 10,573 shares; 2024Q4: 9,788 shares; 2025Q1: 10,427 shares; 2025Q2: 10,652 shares; 2025Q3: 21,898 shares; 2025Q4: 11,169 shares; 2026Q1: 10,619 shares 10,619 $1.54M 0.01% -550 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 6,291 shares; 2025Q1: 5,847 shares; 2025Q2: 5,310 shares; 2025Q3: 4,875 shares; 2025Q4: 6,370 shares; 2026Q1: 5,756 shares 5,756 $1.53M 0.01% -614 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN 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: 193,045 shares; 2025Q3: 226,486 shares; 2025Q4: 202,186 shares; 2026Q1: 202,659 shares 202,659 $1.53M 0.01% +473 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 4,881 shares; 2025Q1: 10,110 shares; 2025Q2: 11,030 shares; 2025Q3: 4,795 shares; 2025Q4: 9,511 shares; 2026Q1: 4,756 shares 4,756 $1.52M 0.01% -4,755 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: 6,594 shares; 2024Q4: 6,938 shares; 2025Q1: 6,273 shares; 2025Q2: 5,065 shares; 2025Q3: 4,719 shares; 2025Q4: 8,386 shares; 2026Q1: 6,220 shares 6,220 $1.52M 0.01% -2,166 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,894 shares; 2025Q1: 3,931 shares; 2025Q2: 4,212 shares; 2025Q3: 3,830 shares; 2025Q4: 4,698 shares; 2026Q1: 3,865 shares 3,865 $1.51M 0.01% -833 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: not reported; 2024Q4: not reported; 2025Q1: 2,544 shares; 2025Q2: 3,264 shares; 2025Q3: 9,203 shares; 2025Q4: 9,162 shares; 2026Q1: 15,012 shares 15,012 $1.51M 0.01% +5,850 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 7,884 shares; 2025Q1: 6,884 shares; 2025Q2: 6,424 shares; 2025Q3: 5,813 shares; 2025Q4: 13,514 shares; 2026Q1: 11,098 shares 11,098 $1.51M 0.01% -2,416 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: 8,571 shares; 2024Q4: 8,547 shares; 2025Q1: 14,507 shares; 2025Q2: 13,421 shares; 2025Q3: 10,702 shares; 2025Q4: 22,364 shares; 2026Q1: 13,038 shares 13,038 $1.48M 0.01% -9,326 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,835 shares; 2024Q4: 57,532 shares; 2025Q1: 55,473 shares; 2025Q2: 55,472 shares; 2025Q3: 59,085 shares; 2025Q4: 59,692 shares; 2026Q1: 60,878 shares 60,878 $1.48M 0.01% +1,186 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 720 shares; 2025Q1: 683 shares; 2025Q2: 10,282 shares; 2025Q3: 8,657 shares; 2025Q4: 14,397 shares; 2026Q1: 15,936 shares 15,936 $1.47M 0.01% +1,539 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: 5,203 shares; 2024Q4: 5,278 shares; 2025Q1: 4,621 shares; 2025Q2: 4,772 shares; 2025Q3: 4,578 shares; 2025Q4: 6,029 shares; 2026Q1: 4,127 shares 4,127 $1.47M 0.01% -1,902 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: 12,174 shares; 2024Q4: 47,097 shares; 2025Q1: 44,601 shares; 2025Q2: 45,425 shares; 2025Q3: 45,354 shares; 2025Q4: 45,347 shares; 2026Q1: 48,151 shares 48,151 $1.47M 0.01% +2,804 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 8,579 shares; 2025Q1: 8,700 shares; 2025Q2: 8,768 shares; 2025Q3: 8,678 shares; 2025Q4: 9,330 shares; 2026Q1: 7,019 shares 7,019 $1.46M 0.01% -2,311 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: 1,997 shares; 2024Q4: 2,034 shares; 2025Q1: 1,901 shares; 2025Q2: 2,001 shares; 2025Q3: 1,971 shares; 2025Q4: 3,170 shares; 2026Q1: 2,636 shares 2,636 $1.45M 0.01% -534 Timeline GBTG GLOBAL BUSINESS TRAVEL GROUP More: the full row for GLOBAL BUSINESS TRAVEL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 258,588 shares; 2025Q2: 258,588 shares; 2025Q3: 258,593 shares; 2025Q4: 258,732 shares; 2026Q1: 258,593 shares 258,593 $1.44M 0.01% -139 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: 3,891 shares; 2024Q4: 3,741 shares; 2025Q1: 3,756 shares; 2025Q2: 3,371 shares; 2025Q3: 4,698 shares; 2025Q4: 6,643 shares; 2026Q1: 4,336 shares 4,336 $1.41M 0.01% -2,307 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: 11,212 shares; 2024Q4: 9,753 shares; 2025Q1: 11,838 shares; 2025Q2: 8,627 shares; 2025Q3: 6,887 shares; 2025Q4: 8,180 shares; 2026Q1: 5,703 shares 5,703 $1.41M 0.01% -2,477 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,224 shares; 2025Q1: 13,640 shares; 2025Q2: 14,518 shares; 2025Q3: 14,455 shares; 2025Q4: 20,518 shares; 2026Q1: 11,402 shares 11,402 $1.4M 0.01% -9,116 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,518 shares; 2024Q4: 15,397 shares; 2025Q1: 14,916 shares; 2025Q2: 17,082 shares; 2025Q3: 21,911 shares; 2025Q4: 22,296 shares; 2026Q1: 24,183 shares 24,183 $1.39M 0.01% +1,887 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: 6,265 shares; 2024Q4: 6,034 shares; 2025Q1: 5,937 shares; 2025Q2: 5,899 shares; 2025Q3: 5,244 shares; 2025Q4: 10,604 shares; 2026Q1: 12,698 shares 12,698 $1.38M 0.01% +2,094 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,499 shares; 2025Q1: 3,579 shares; 2025Q2: 3,360 shares; 2025Q3: 2,810 shares; 2025Q4: 5,104 shares; 2026Q1: 4,733 shares 4,733 $1.38M 0.01% -371 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: 16,355 shares; 2024Q4: 17,647 shares; 2025Q1: 36,080 shares; 2025Q2: 37,940 shares; 2025Q3: 18,820 shares; 2025Q4: 22,605 shares; 2026Q1: 22,541 shares 22,541 $1.38M 0.01% -64 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,317 shares; 2024Q4: 43,000 shares; 2025Q1: 77,916 shares; 2025Q2: 79,182 shares; 2025Q3: 74,140 shares; 2025Q4: 42,865 shares; 2026Q1: 26,489 shares 26,489 $1.38M 0.01% -16,376 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: 11,118 shares; 2024Q4: 10,440 shares; 2025Q1: 20,526 shares; 2025Q2: 8,400 shares; 2025Q3: 7,586 shares; 2025Q4: 10,607 shares; 2026Q1: 7,537 shares 7,537 $1.37M 0.01% -3,070 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: 5,249 shares; 2024Q4: 5,072 shares; 2025Q1: 4,218 shares; 2025Q2: 3,999 shares; 2025Q3: 5,284 shares; 2025Q4: 6,888 shares; 2026Q1: 4,288 shares 4,288 $1.36M 0.01% -2,600 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 6,185 shares; 2025Q1: 11,942 shares; 2025Q2: 9,626 shares; 2025Q3: 9,374 shares; 2025Q4: 4,619 shares; 2026Q1: 6,662 shares 6,662 $1.36M 0.01% +2,043 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,712 shares; 2025Q1: 142,589 shares; 2025Q2: 137,751 shares; 2025Q3: 130,885 shares; 2025Q4: 64,993 shares; 2026Q1: 27,151 shares 27,151 $1.35M 0.01% -37,842 Timeline BOTZ 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: 41,959 shares; 2024Q4: 39,139 shares; 2025Q1: 41,219 shares; 2025Q2: 36,860 shares; 2025Q3: 30,442 shares; 2025Q4: 35,694 shares; 2026Q1: 40,518 shares 40,518 $1.35M 0.01% +4,824 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,517 shares; 2024Q4: 23,561 shares; 2025Q1: 59,238 shares; 2025Q2: 45,622 shares; 2025Q3: 46,534 shares; 2025Q4: 23,271 shares; 2026Q1: 23,274 shares 23,274 $1.32M 0.01% +3 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 17,024 shares; 2025Q1: 18,024 shares; 2025Q2: 18,115 shares; 2025Q3: 18,606 shares; 2025Q4: 18,618 shares; 2026Q1: 19,427 shares 19,427 $1.32M 0.01% +809 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 11,525 shares; 2025Q1: 22,376 shares; 2025Q2: 23,604 shares; 2025Q3: 11,072 shares; 2025Q4: 14,122 shares; 2026Q1: 11,592 shares 11,592 $1.31M 0.01% -2,530 Timeline SIF SIFCO INDS INC More: the full row for SIFCO INDS 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: 60,027 shares; 2026Q1: 98,049 shares 98,049 $1.31M 0.01% +38,022 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP 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: 6,802 shares; 2025Q4: not reported; 2026Q1: 64,141 shares 64,141 $1.3M 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,913 shares; 2024Q4: 13,099 shares; 2025Q1: 12,555 shares; 2025Q2: 12,732 shares; 2025Q3: 12,456 shares; 2025Q4: 13,768 shares; 2026Q1: 14,010 shares 14,010 $1.29M 0.01% +242 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,788 shares; 2024Q4: 29,109 shares; 2025Q1: 29,005 shares; 2025Q2: 30,503 shares; 2025Q3: 31,938 shares; 2025Q4: 39,803 shares; 2026Q1: 26,312 shares 26,312 $1.29M 0.01% -13,491 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,849 shares; 2025Q1: 11,565 shares; 2025Q2: 11,442 shares; 2025Q3: 11,343 shares; 2025Q4: 6,754 shares; 2026Q1: 4,934 shares 4,934 $1.28M 0.01% -1,820 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: 9,200 shares; 2024Q4: 9,527 shares; 2025Q1: 10,268 shares; 2025Q2: 9,928 shares; 2025Q3: 9,422 shares; 2025Q4: 11,621 shares; 2026Q1: 11,011 shares 11,011 $1.27M 0.01% -610 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,771 shares; 2024Q4: 9,562 shares; 2025Q1: 9,613 shares; 2025Q2: 9,204 shares; 2025Q3: 9,422 shares; 2025Q4: 9,501 shares; 2026Q1: 8,413 shares 8,413 $1.27M 0.01% -1,088 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: 19,955 shares; 2024Q4: 20,223 shares; 2025Q1: 22,653 shares; 2025Q2: 22,955 shares; 2025Q3: 22,234 shares; 2025Q4: 24,930 shares; 2026Q1: 13,143 shares 13,143 $1.27M 0.01% -11,787 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: 1,477 shares; 2024Q4: 1,916 shares; 2025Q1: 2,334 shares; 2025Q2: 2,409 shares; 2025Q3: 2,766 shares; 2025Q4: 3,593 shares; 2026Q1: 3,247 shares 3,247 $1.27M 0.01% -346 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 14,149 shares; 2026Q1: 15,111 shares 15,111 $1.25M 0.01% +962 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,614 shares; 2025Q3: 50,862 shares; 2025Q4: 53,656 shares; 2026Q1: 59,118 shares 59,118 $1.25M 0.01% +5,462 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 1,518 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 1,509 shares; 2025Q4: 1,589 shares; 2026Q1: 990 shares 990 $1.25M 0.01% -599 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,750 shares; 2025Q1: 1,760 shares; 2025Q2: 2,066 shares; 2025Q3: 1,661 shares; 2025Q4: 3,283 shares; 2026Q1: 3,534 shares 3,534 $1.21M 0.01% +251 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,498 shares; 2024Q4: 13,891 shares; 2025Q1: 13,423 shares; 2025Q2: 14,514 shares; 2025Q3: 27,352 shares; 2025Q4: 14,059 shares; 2026Q1: 9,231 shares 9,231 $1.21M 0.01% -4,828 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 7,474 shares; 2025Q1: 7,106 shares; 2025Q2: 7,125 shares; 2025Q3: 5,800 shares; 2025Q4: 9,804 shares; 2026Q1: 6,214 shares 6,214 $1.21M 0.01% -3,590 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,368 shares; 2025Q1: 8,618 shares; 2025Q2: 9,046 shares; 2025Q3: 3,141 shares; 2025Q4: 5,038 shares; 2026Q1: 3,471 shares 3,471 $1.19M 0.01% -1,567 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: 14,494 shares; 2024Q4: 15,962 shares; 2025Q1: 16,550 shares; 2025Q2: 18,278 shares; 2025Q3: 15,370 shares; 2025Q4: 23,530 shares; 2026Q1: 16,594 shares 16,594 $1.19M 0.01% -6,936 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: 3,001 shares; 2024Q4: 2,486 shares; 2025Q1: 2,444 shares; 2025Q2: 2,873 shares; 2025Q3: 2,244 shares; 2025Q4: 4,084 shares; 2026Q1: 2,858 shares 2,858 $1.19M 0.01% -1,226 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: 1,323 shares; 2024Q4: 1,385 shares; 2025Q1: 1,248 shares; 2025Q2: 1,284 shares; 2025Q3: 1,375 shares; 2025Q4: 1,751 shares; 2026Q1: 1,327 shares 1,327 $1.19M 0.01% -424 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,633 shares; 2024Q4: 33,689 shares; 2025Q1: 29,903 shares; 2025Q2: 26,563 shares; 2025Q3: 20,005 shares; 2025Q4: 24,012 shares; 2026Q1: 24,357 shares 24,357 $1.17M 0.01% +345 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,063 shares; 2024Q4: 4,301 shares; 2025Q1: 3,752 shares; 2025Q2: 3,928 shares; 2025Q3: 3,965 shares; 2025Q4: 7,206 shares; 2026Q1: 5,608 shares 5,608 $1.16M 0.01% -1,598 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,543 shares; 2024Q4: 38,204 shares; 2025Q1: 39,444 shares; 2025Q2: 36,944 shares; 2025Q3: 38,647 shares; 2025Q4: 38,647 shares; 2026Q1: 38,647 shares 38,647 $1.16M 0.01% 0 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,737 shares; 2025Q4: 10,833 shares; 2026Q1: 37,248 shares 37,248 $1.16M 0.01% +26,415 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 4,219 shares; 2025Q1: 4,246 shares; 2025Q2: 4,259 shares; 2025Q3: 4,182 shares; 2025Q4: 4,271 shares; 2026Q1: 4,246 shares 4,246 $1.16M 0.01% -25 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,135 shares; 2024Q4: 35,891 shares; 2025Q1: 37,974 shares; 2025Q2: 39,267 shares; 2025Q3: 39,215 shares; 2025Q4: 39,642 shares; 2026Q1: 22,139 shares 22,139 $1.15M 0.01% -17,503 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,541 shares; 2025Q1: 4,787 shares; 2025Q2: 4,674 shares; 2025Q3: 7,610 shares; 2025Q4: 9,349 shares; 2026Q1: 6,025 shares 6,025 $1.14M 0.01% -3,324 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,242 shares; 2024Q4: 12,899 shares; 2025Q1: 25,238 shares; 2025Q2: 25,538 shares; 2025Q3: 24,116 shares; 2025Q4: 16,431 shares; 2026Q1: 13,370 shares 13,370 $1.14M 0.01% -3,061 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 10,730 shares; 2025Q1: 10,848 shares; 2025Q2: 11,116 shares; 2025Q3: 10,822 shares; 2025Q4: 14,581 shares; 2026Q1: 10,299 shares 10,299 $1.13M 0.01% -4,282 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 597 shares; 2025Q1: 619 shares; 2025Q2: 609 shares; 2025Q3: 484 shares; 2025Q4: 1,310 shares; 2026Q1: 853 shares 853 $1.13M 0.01% -457 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY 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: not reported; 2026Q1: 51,221 shares 51,221 $1.12M 0.01% new 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: 25,126 shares; 2024Q4: 26,031 shares; 2025Q1: 29,946 shares; 2025Q2: 12,373 shares; 2025Q3: 10,290 shares; 2025Q4: 17,392 shares; 2026Q1: 15,527 shares 15,527 $1.12M 0.01% -1,865 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,934 shares; 2025Q1: 6,571 shares; 2025Q2: 6,685 shares; 2025Q3: 7,643 shares; 2025Q4: 7,406 shares; 2026Q1: 6,883 shares 6,883 $1.11M 0.01% -523 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 47,092 shares; 2025Q3: 103,380 shares; 2025Q4: 104,287 shares; 2026Q1: 110,875 shares 110,875 $1.11M 0.01% +6,588 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 3,805 shares; 2025Q1: 3,879 shares; 2025Q2: 4,163 shares; 2025Q3: 3,538 shares; 2025Q4: 8,255 shares; 2026Q1: 4,536 shares 4,536 $1.1M 0.01% -3,719 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,826 shares; 2025Q1: 11,929 shares; 2025Q2: 11,871 shares; 2025Q3: 11,755 shares; 2025Q4: 12,113 shares; 2026Q1: 11,726 shares 11,726 $1.1M 0.01% -387 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,083 shares; 2024Q4: 11,840 shares; 2025Q1: 11,026 shares; 2025Q2: 6,921 shares; 2025Q3: 6,361 shares; 2025Q4: 6,054 shares; 2026Q1: 6,503 shares 6,503 $1.1M 0.01% +449 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,898 shares; 2024Q4: 15,772 shares; 2025Q1: 15,858 shares; 2025Q2: 15,534 shares; 2025Q3: 15,427 shares; 2025Q4: 15,777 shares; 2026Q1: 14,827 shares 14,827 $1.09M 0.01% -950 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 6 shares; 2025Q4: 5,312 shares; 2026Q1: 7,989 shares 7,989 $1.08M 0.01% +2,677 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,033 shares; 2024Q4: 13,384 shares; 2025Q1: 13,030 shares; 2025Q2: 9,860 shares; 2025Q3: 11,609 shares; 2025Q4: 11,502 shares; 2026Q1: 17,452 shares 17,452 $1.08M 0.01% +5,950 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: 1,849 shares; 2024Q4: 1,792 shares; 2025Q1: 1,797 shares; 2025Q2: 1,681 shares; 2025Q3: 1,593 shares; 2025Q4: 3,151 shares; 2026Q1: 1,910 shares 1,910 $1.08M 0.01% -1,241 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 7,874 shares; 2025Q3: 8,570 shares; 2025Q4: 8,591 shares; 2026Q1: 8,617 shares 8,617 $1.08M 0.01% +26 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: 6,079 shares; 2024Q4: 8,485 shares; 2025Q1: 10,927 shares; 2025Q2: 8,370 shares; 2025Q3: 8,928 shares; 2025Q4: 22,256 shares; 2026Q1: 23,344 shares 23,344 $1.07M 0.01% +1,088 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,421 shares; 2025Q1: 12,935 shares; 2025Q2: 12,800 shares; 2025Q3: 12,180 shares; 2025Q4: 12,623 shares; 2026Q1: 11,099 shares 11,099 $1.07M 0.01% -1,524 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: 7,871 shares; 2024Q4: 7,606 shares; 2025Q1: 7,606 shares; 2025Q2: 7,606 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares; 2026Q1: 8,051 shares 8,051 $1.06M 0.01% +875 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,259 shares; 2024Q4: 31,174 shares; 2025Q1: 36,528 shares; 2025Q2: 19,987 shares; 2025Q3: 21,488 shares; 2025Q4: 22,532 shares; 2026Q1: 22,724 shares 22,724 $1.06M 0.01% +192 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: 26,096 shares; 2024Q4: 33,603 shares; 2025Q1: 30,633 shares; 2025Q2: 27,673 shares; 2025Q3: 25,467 shares; 2025Q4: 32,337 shares; 2026Q1: 23,056 shares 23,056 $1.06M 0.01% -9,281 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 4,657 shares; 2025Q1: 4,601 shares; 2025Q2: 4,601 shares; 2025Q3: 4,403 shares; 2025Q4: 5,324 shares; 2026Q1: 6,024 shares 6,024 $1.04M 0.01% +700 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 5,607 shares; 2025Q1: 14,832 shares; 2025Q2: 18,950 shares; 2025Q3: 18,958 shares; 2025Q4: 8,916 shares; 2026Q1: 9,253 shares 9,253 $1.04M 0.01% +337 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: 1,779 shares; 2024Q4: 1,887 shares; 2025Q1: 1,679 shares; 2025Q2: 1,550 shares; 2025Q3: 1,445 shares; 2025Q4: 1,947 shares; 2026Q1: 1,917 shares 1,917 $1.03M 0.01% -30 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: 12,074 shares; 2024Q4: 12,843 shares; 2025Q1: 30,424 shares; 2025Q2: 25,654 shares; 2025Q3: 26,720 shares; 2025Q4: 17,696 shares; 2026Q1: 21,046 shares 21,046 $1.03M 0.01% +3,350 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 3,022 shares; 2025Q1: 2,888 shares; 2025Q2: 2,985 shares; 2025Q3: 2,802 shares; 2025Q4: 4,254 shares; 2026Q1: 4,975 shares 4,975 $1.03M 0.01% +721 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: 39,982 shares; 2024Q4: 105,273 shares; 2025Q1: 103,235 shares; 2025Q2: 99,179 shares; 2025Q3: 90,753 shares; 2025Q4: 81,725 shares; 2026Q1: 43,516 shares 43,516 $1.01M 0.01% -38,209 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,949 shares; 2025Q1: 12,332 shares; 2025Q2: 4,184 shares; 2025Q3: 8,786 shares; 2025Q4: 5,564 shares; 2026Q1: 4,851 shares 4,851 $1.01M 0.01% -713 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,429 shares; 2024Q4: 21,115 shares; 2025Q1: 21,115 shares; 2025Q2: 21,115 shares; 2025Q3: 21,115 shares; 2025Q4: 24,579 shares; 2026Q1: 41,406 shares 41,406 $1.01M 0.01% +16,827 Timeline VTHR 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: 3,424 shares; 2024Q4: 3,417 shares; 2025Q1: 3,417 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 3,440 shares; 2026Q1: 3,417 shares 3,417 $983K 0.01% -23 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: 16,910 shares; 2024Q4: 16,900 shares; 2025Q1: 34,308 shares; 2025Q2: 36,456 shares; 2025Q3: 17,415 shares; 2025Q4: 23,236 shares; 2026Q1: 18,412 shares 18,412 $973K 0.01% -4,824 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,908 shares; 2025Q1: 36,908 shares; 2025Q2: 39,904 shares; 2025Q3: 39,908 shares; 2025Q4: 39,918 shares; 2026Q1: 40,525 shares 40,525 $958K 0.01% +607 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,753 shares; 2025Q2: 3,668 shares; 2025Q3: 3,717 shares; 2025Q4: 10,523 shares; 2026Q1: 11,306 shares 11,306 $956K 0.01% +783 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 2,396 shares; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,922 shares; 2025Q4: 7,453 shares; 2026Q1: 5,792 shares 5,792 $951K 0.01% -1,661 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,605 shares; 2024Q4: 22,611 shares; 2025Q1: 22,658 shares; 2025Q2: 26,532 shares; 2025Q3: 26,540 shares; 2025Q4: 26,839 shares; 2026Q1: 18,706 shares 18,706 $950K 0.01% -8,133 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,002 shares; 2024Q4: 14,001 shares; 2025Q1: 14,001 shares; 2025Q2: 14,001 shares; 2025Q3: 14,528 shares; 2025Q4: 15,457 shares; 2026Q1: 20,157 shares 20,157 $936K 0.01% +4,700 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: 44,129 shares; 2024Q4: 46,243 shares; 2025Q1: 23,182 shares; 2025Q2: 23,632 shares; 2025Q3: 22,883 shares; 2025Q4: 24,388 shares; 2026Q1: 22,216 shares 22,216 $925K 0.01% -2,172 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,235 shares; 2025Q1: 95,223 shares; 2025Q2: 127,095 shares; 2025Q3: 108,200 shares; 2025Q4: 76,463 shares; 2026Q1: 76,647 shares 76,647 $924K 0.01% +184 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 2,810 shares; 2025Q1: 4,129 shares; 2025Q2: 4,552 shares; 2025Q3: 3,535 shares; 2025Q4: 6,256 shares; 2026Q1: 6,035 shares 6,035 $922K 0.01% -221 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 861 shares; 2025Q1: 1,446 shares; 2025Q2: 3,198 shares; 2025Q3: 2,955 shares; 2025Q4: 3,869 shares; 2026Q1: 3,393 shares 3,393 $919K 0.01% -476 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 757 shares; 2025Q1: 1,792 shares; 2025Q2: 2,228 shares; 2025Q3: 1,231 shares; 2025Q4: 1,671 shares; 2026Q1: 1,261 shares 1,261 $919K 0.01% -410 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 7,783 shares; 2025Q1: 7,527 shares; 2025Q2: 5,253 shares; 2025Q3: 5,008 shares; 2025Q4: 6,350 shares; 2026Q1: 5,829 shares 5,829 $916K 0.01% -521 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: 3,368 shares; 2024Q4: 3,451 shares; 2025Q1: 3,678 shares; 2025Q2: 4,127 shares; 2025Q3: 3,352 shares; 2025Q4: 5,420 shares; 2026Q1: 4,632 shares 4,632 $916K 0.01% -788 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: 8,738 shares; 2024Q4: 7,601 shares; 2025Q1: 7,645 shares; 2025Q2: 7,562 shares; 2025Q3: 10,130 shares; 2025Q4: 10,887 shares; 2026Q1: 10,088 shares 10,088 $912K 0.01% -799 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,011 shares; 2025Q1: 17,011 shares; 2025Q2: 20,747 shares; 2025Q3: 20,747 shares; 2025Q4: 26,383 shares; 2026Q1: 26,302 shares 26,302 $909K 0.01% -81 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 6,265 shares; 2025Q1: 6,583 shares; 2025Q2: 6,572 shares; 2025Q3: 5,544 shares; 2025Q4: 7,597 shares; 2026Q1: 7,687 shares 7,687 $909K 0.01% +90 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,259 shares; 2024Q4: 40,809 shares; 2025Q1: 18,445 shares; 2025Q2: 16,368 shares; 2025Q3: 13,163 shares; 2025Q4: 9,764 shares; 2026Q1: 9,764 shares 9,764 $892K 0.01% 0 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,722 shares 7,722 $890K 0.01% new Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,550 shares; 2025Q4: 17,550 shares; 2026Q1: 17,606 shares 17,606 $889K 0.01% +56 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: 4,746 shares; 2024Q4: 4,982 shares; 2025Q1: 5,375 shares; 2025Q2: 6,196 shares; 2025Q3: 4,767 shares; 2025Q4: 5,927 shares; 2026Q1: 4,899 shares 4,899 $883K 0.01% -1,028 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: 9,536 shares; 2024Q4: 12,130 shares; 2025Q1: 13,900 shares; 2025Q2: 18,370 shares; 2025Q3: 12,643 shares; 2025Q4: 12,784 shares; 2026Q1: 12,784 shares 12,784 $875K 0.01% 0 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,799 shares; 2024Q4: 91,799 shares; 2025Q1: 91,799 shares; 2025Q2: 92,402 shares; 2025Q3: 85,152 shares; 2025Q4: 90,091 shares; 2026Q1: 76,498 shares 76,498 $875K 0.01% -13,593 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 11,316 shares; 2025Q1: 20,308 shares; 2025Q2: 15,911 shares; 2025Q3: 12,472 shares; 2025Q4: 17,027 shares; 2026Q1: 14,875 shares 14,875 $874K 0.01% -2,152 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I 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: 1,030 shares; 2025Q4: not reported; 2026Q1: 102,215 shares 102,215 $871K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,578 shares; 2024Q4: 11,917 shares; 2025Q1: 12,067 shares; 2025Q2: 11,953 shares; 2025Q3: 11,725 shares; 2025Q4: 12,058 shares; 2026Q1: 12,750 shares 12,750 $867K 0.01% +692 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,467 shares; 2024Q4: 22,216 shares; 2025Q1: 22,054 shares; 2025Q2: 20,613 shares; 2025Q3: 26,756 shares; 2025Q4: 61,111 shares; 2026Q1: 31,435 shares 31,435 $863K 0.01% -29,676 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,993 shares; 2024Q4: 5,934 shares; 2025Q1: 7,612 shares; 2025Q2: 7,803 shares; 2025Q3: 6,531 shares; 2025Q4: 11,534 shares; 2026Q1: 9,927 shares 9,927 $860K 0.01% -1,607 Timeline AGX ARGAN INC More: the full row for ARGAN 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 shares; 2025Q4: not reported; 2026Q1: 1,579 shares 1,579 $860K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,002 shares; 2024Q4: 12,021 shares; 2025Q1: 11,887 shares; 2025Q2: 12,167 shares; 2025Q3: 11,931 shares; 2025Q4: 13,544 shares; 2026Q1: 11,933 shares 11,933 $856K 0.01% -1,611 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,271 shares; 2024Q4: 34,355 shares; 2025Q1: 34,434 shares; 2025Q2: 36,879 shares; 2025Q3: 36,843 shares; 2025Q4: 37,160 shares; 2026Q1: 34,359 shares 34,359 $851K 0.01% -2,801 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: not reported; 2024Q4: 13,574 shares; 2025Q1: 13,574 shares; 2025Q2: 21,474 shares; 2025Q3: 21,476 shares; 2025Q4: 21,477 shares; 2026Q1: 21,477 shares 21,477 $847K 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 7,347 shares; 2025Q1: 7,331 shares; 2025Q2: 7,231 shares; 2025Q3: 6,986 shares; 2025Q4: 7,452 shares; 2026Q1: 6,675 shares 6,675 $845K 0.01% -777 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: 11,569 shares; 2024Q4: 9,749 shares; 2025Q1: 10,379 shares; 2025Q2: 8,556 shares; 2025Q3: 11,496 shares; 2025Q4: 15,338 shares; 2026Q1: 10,531 shares 10,531 $843K 0.01% -4,807 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 7,224 shares; 2025Q1: 7,750 shares; 2025Q2: 9,667 shares; 2025Q3: 6,914 shares; 2025Q4: 10,610 shares; 2026Q1: 6,352 shares 6,352 $838K 0.01% -4,258 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 10,994 shares; 2025Q1: 10,901 shares; 2025Q2: 13,341 shares; 2025Q3: 10,842 shares; 2025Q4: 17,749 shares; 2026Q1: 20,615 shares 20,615 $834K 0.01% +2,866 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,196 shares; 2025Q4: not reported; 2026Q1: 147,092 shares 147,092 $824K 0.01% new 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: not reported; 2024Q4: 19,047 shares; 2025Q1: 19,047 shares; 2025Q2: 27,340 shares; 2025Q3: 27,343 shares; 2025Q4: 27,345 shares; 2026Q1: 23,442 shares 23,442 $821K 0.01% -3,903 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: not reported; 2024Q4: 1,794 shares; 2025Q1: 1,567 shares; 2025Q2: 1,395 shares; 2025Q3: 1,394 shares; 2025Q4: 5,027 shares; 2026Q1: 3,418 shares 3,418 $820K 0.01% -1,609 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,709 shares; 2025Q3: 12,169 shares; 2025Q4: 11,234 shares; 2026Q1: 9,804 shares 9,804 $819K 0.01% -1,430 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: not reported; 2024Q4: 2,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares; 2025Q4: 9,368 shares; 2026Q1: 9,451 shares 9,451 $819K 0.01% +83 Timeline IBDS ISHARES 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: 25,491 shares; 2025Q1: 25,491 shares; 2025Q2: 25,491 shares; 2025Q3: 33,745 shares; 2025Q4: 33,745 shares; 2026Q1: 33,745 shares 33,745 $818K 0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,688 shares; 2024Q4: 22,027 shares; 2025Q1: 23,545 shares; 2025Q2: 20,073 shares; 2025Q3: 18,271 shares; 2025Q4: 17,001 shares; 2026Q1: 16,805 shares 16,805 $791K 0.01% -196 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 2,736 shares; 2025Q1: 2,914 shares; 2025Q2: 3,272 shares; 2025Q3: 2,904 shares; 2025Q4: 7,613 shares; 2026Q1: 6,267 shares 6,267 $786K 0.01% -1,346 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 4,605 shares; 2025Q1: 4,315 shares; 2025Q2: 4,808 shares; 2025Q3: 9,988 shares; 2025Q4: 5,731 shares; 2026Q1: 5,017 shares 5,017 $780K 0.01% -714 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: 9,915 shares; 2026Q1: 11,030 shares 11,030 $778K 0.01% +1,115 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 6,262 shares; 2025Q1: 6,263 shares; 2025Q2: 6,263 shares; 2025Q3: 13,768 shares; 2025Q4: 6,884 shares; 2026Q1: 6,799 shares 6,799 $777K 0.01% -85 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 8,823 shares; 2025Q1: 8,723 shares; 2025Q2: 7,910 shares; 2025Q3: 7,718 shares; 2025Q4: 8,487 shares; 2026Q1: 9,448 shares 9,448 $775K 0.01% +961 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,844 shares; 2025Q1: 3,757 shares; 2025Q2: 2,161 shares; 2025Q3: 2,154 shares; 2025Q4: 3,255 shares; 2026Q1: 2,892 shares 2,892 $772K 0.01% -363 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,898 shares 9,898 $768K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 10,800 shares; 2025Q1: 10,599 shares; 2025Q2: 8,382 shares; 2025Q3: 8,254 shares; 2025Q4: 9,828 shares; 2026Q1: 7,971 shares 7,971 $765K 0.01% -1,857 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: 1,583 shares; 2024Q4: 1,258 shares; 2025Q1: 1,254 shares; 2025Q2: 1,310 shares; 2025Q3: 743 shares; 2025Q4: 1,849 shares; 2026Q1: 883 shares 883 $764K 0.01% -966 Timeline SPLV 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: 14,979 shares; 2024Q4: 12,695 shares; 2025Q1: 12,012 shares; 2025Q2: 10,257 shares; 2025Q3: 10,961 shares; 2025Q4: 10,423 shares; 2026Q1: 10,423 shares 10,423 $762K 0.01% 0 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: 3,865 shares 3,865 $762K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,258 shares; 2025Q1: 2,260 shares; 2025Q2: 2,281 shares; 2025Q3: 1,901 shares; 2025Q4: 16,229 shares; 2026Q1: 7,285 shares 7,285 $762K 0.01% -8,944 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: 7,434 shares; 2024Q4: 7,724 shares; 2025Q1: 7,392 shares; 2025Q2: 7,610 shares; 2025Q3: 7,342 shares; 2025Q4: 7,256 shares; 2026Q1: 11,694 shares 11,694 $757K 0.01% +4,438 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,277 shares; 2025Q1: 2,065 shares; 2025Q2: 2,348 shares; 2025Q3: 2,000 shares; 2025Q4: 4,519 shares; 2026Q1: 1,746 shares 1,746 $755K 0.01% -2,773 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 2,078 shares; 2025Q1: 2,153 shares; 2025Q2: 2,143 shares; 2025Q3: 2,066 shares; 2025Q4: 2,656 shares; 2026Q1: 1,698 shares 1,698 $754K 0.01% -958 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 58 shares; 2025Q4: not reported; 2026Q1: 1,846 shares 1,846 $752K 0.01% new 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: 21,097 shares; 2025Q1: 34,509 shares; 2025Q2: 18,679 shares; 2025Q3: 56,158 shares; 2025Q4: 47,000 shares; 2026Q1: 46,997 shares 46,997 $744K 0.01% -3 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: 8,345 shares; 2025Q1: 9,055 shares; 2025Q2: 9,380 shares; 2025Q3: 9,480 shares; 2025Q4: 9,980 shares; 2026Q1: 9,980 shares 9,980 $738K 0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL 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: not reported; 2025Q3: 917 shares; 2025Q4: not reported; 2026Q1: 30,824 shares 30,824 $738K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 4,081 shares; 2025Q1: 8,984 shares; 2025Q2: 9,286 shares; 2025Q3: 4,135 shares; 2025Q4: 6,082 shares; 2026Q1: 4,360 shares 4,360 $737K 0.01% -1,722 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,199 shares; 2025Q3: 7,636 shares; 2025Q4: 3,891 shares; 2026Q1: 5,058 shares 5,058 $737K 0.01% +1,167 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,315 shares; 2025Q3: 13,003 shares; 2025Q4: 16,189 shares; 2026Q1: 32,718 shares 32,718 $729K 0.01% +16,529 Timeline TQQQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,762 shares; 2025Q3: 4,877 shares; 2025Q4: 20,803 shares; 2026Q1: 17,394 shares 17,394 $725K 0.01% -3,409 Timeline DFSU 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: 61,236 shares; 2024Q4: 30,618 shares; 2025Q1: 30,618 shares; 2025Q2: 27,950 shares; 2025Q3: 17,636 shares; 2025Q4: 17,636 shares; 2026Q1: 17,636 shares 17,636 $725K 0.01% 0 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: 3,448 shares; 2024Q4: 7,006 shares; 2025Q1: 6,888 shares; 2025Q2: 6,728 shares; 2025Q3: 6,120 shares; 2025Q4: 9,500 shares; 2026Q1: 6,442 shares 6,442 $724K 0.01% -3,058 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 180 shares; 2025Q1: 160 shares; 2025Q2: 182 shares; 2025Q3: 148 shares; 2025Q4: 284 shares; 2026Q1: 623 shares 623 $722K 0.01% +339 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 1,253 shares; 2025Q3: 896 shares; 2025Q4: 2,386 shares; 2026Q1: 3,452 shares 3,452 $722K 0.01% +1,066 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 794 shares; 2025Q1: 806 shares; 2025Q2: 802 shares; 2025Q3: 743 shares; 2025Q4: 1,981 shares; 2026Q1: 1,519 shares 1,519 $721K 0.01% -462 Timeline AUID AUTHID INC More: the full row for AUTHID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,867 shares; 2024Q4: 29,867 shares; 2025Q1: 542,693 shares; 2025Q2: 542,759 shares; 2025Q3: 542,759 shares; 2025Q4: 542,759 shares; 2026Q1: 553,604 shares 553,604 $720K 0.01% +10,845 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,166 shares; 2024Q4: 6,467 shares; 2025Q1: 6,021 shares; 2025Q2: 6,140 shares; 2025Q3: 13,850 shares; 2025Q4: 9,172 shares; 2026Q1: 9,172 shares 9,172 $719K 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: 3,866 shares; 2024Q4: 3,866 shares; 2025Q1: 3,866 shares; 2025Q2: 3,866 shares; 2025Q3: 3,866 shares; 2025Q4: 3,918 shares; 2026Q1: 3,961 shares 3,961 $713K 0.01% +43 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,053 shares; 2024Q4: 21,574 shares; 2025Q1: 17,543 shares; 2025Q2: 16,823 shares; 2025Q3: 16,823 shares; 2025Q4: 16,885 shares; 2026Q1: 16,885 shares 16,885 $713K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,181 shares; 2024Q4: 16,253 shares; 2025Q1: 15,642 shares; 2025Q2: 7,262 shares; 2025Q3: 1,662 shares; 2025Q4: 4,674 shares; 2026Q1: 5,587 shares 5,587 $706K 0.01% +913 Timeline BBHL BBH TR More: the full row for BBH 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: 46,816 shares; 2026Q1: 46,816 shares 46,816 $703K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,808 shares; 2024Q4: 11,777 shares; 2025Q1: 9,790 shares; 2025Q2: 9,946 shares; 2025Q3: 9,384 shares; 2025Q4: 13,166 shares; 2026Q1: 9,923 shares 9,923 $702K 0.01% -3,243 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,506 shares; 2024Q4: 9,627 shares; 2025Q1: 8,746 shares; 2025Q2: 8,256 shares; 2025Q3: 7,474 shares; 2025Q4: 6,102 shares; 2026Q1: 5,816 shares 5,816 $695K 0.01% -286 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,927 shares; 2024Q4: 14,837 shares; 2025Q1: 14,939 shares; 2025Q2: 14,122 shares; 2025Q3: 12,947 shares; 2025Q4: 16,736 shares; 2026Q1: 18,545 shares 18,545 $690K 0.01% +1,809 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,168 shares; 2025Q1: 16,168 shares; 2025Q2: 34,493 shares; 2025Q3: 34,493 shares; 2025Q4: 37,593 shares; 2026Q1: 19,284 shares 19,284 $685K 0.01% -18,309 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 5,956 shares; 2025Q1: 5,956 shares; 2025Q2: 5,956 shares; 2025Q3: 5,956 shares; 2025Q4: 6,875 shares; 2026Q1: 5,950 shares 5,950 $683K 0.01% -925 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: 4,698 shares; 2024Q4: 4,411 shares; 2025Q1: 4,129 shares; 2025Q2: 4,194 shares; 2025Q3: 3,353 shares; 2025Q4: 7,544 shares; 2026Q1: 6,890 shares 6,890 $678K 0.01% -654 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,183 shares; 2025Q1: 1,182 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,193 shares; 2026Q1: 1,183 shares 1,183 $677K 0.01% -10 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 2,077 shares; 2026Q1: 2,670 shares 2,670 $664K 0.01% +593 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,995 shares; 2025Q1: 16,322 shares; 2025Q2: 16,359 shares; 2025Q3: 16,806 shares; 2025Q4: 19,405 shares; 2026Q1: 16,487 shares 16,487 $664K 0.01% -2,918 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 8,893 shares; 2025Q1: 9,993 shares; 2025Q2: 9,121 shares; 2025Q3: 8,860 shares; 2025Q4: 9,816 shares; 2026Q1: 9,197 shares 9,197 $660K 0.01% -619 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 5,498 shares; 2025Q1: 5,588 shares; 2025Q2: 5,950 shares; 2025Q3: 5,856 shares; 2025Q4: 8,413 shares; 2026Q1: 6,821 shares 6,821 $658K 0.01% -1,592 Timeline LDRX RBB FD INC More: the full row for RBB FD 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: 21,769 shares; 2025Q3: 21,769 shares; 2025Q4: 21,420 shares; 2026Q1: 21,420 shares 21,420 $657K 0.01% 0 Timeline SPHD 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: 13,928 shares; 2024Q4: 14,639 shares; 2025Q1: 14,198 shares; 2025Q2: 14,198 shares; 2025Q3: 13,572 shares; 2025Q4: 13,572 shares; 2026Q1: 13,218 shares 13,218 $656K 0.01% -354 Timeline