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: 378,435 shares; 2024Q4: 380,009 shares; 2025Q1: 452,042 shares; 2025Q2: 401,775 shares; 2025Q3: 400,440 shares; 2025Q4: 403,209 shares; 2026Q1: 463,174 shares 463,174 $303M 18.15% +59,965 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: 1,166,040 shares; 2024Q4: 1,190,784 shares; 2025Q1: 857,426 shares; 2025Q2: 1,245,522 shares; 2025Q3: 1,259,640 shares; 2025Q4: 1,416,321 shares; 2026Q1: 1,034,731 shares 1,034,731 $114M 6.85% -381,590 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: 721,486 shares; 2024Q4: 744,870 shares; 2025Q1: 804,445 shares; 2025Q2: 710,612 shares; 2025Q3: 705,910 shares; 2025Q4: 741,702 shares; 2026Q1: 762,690 shares 762,690 $63.7M 3.82% +20,988 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,045 shares; 2024Q4: 54,045 shares; 2025Q1: not reported; 2025Q2: 608,097 shares; 2025Q3: 702,767 shares; 2025Q4: 736,401 shares; 2026Q1: 863,357 shares 863,357 $45.9M 2.76% +126,956 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: 625,561 shares; 2024Q4: 630,290 shares; 2025Q1: 662,686 shares; 2025Q2: 587,756 shares; 2025Q3: 596,401 shares; 2025Q4: 701,443 shares; 2026Q1: 423,670 shares 423,670 $42.1M 2.52% -277,773 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,817 shares; 2024Q4: 452,736 shares; 2025Q1: 456,696 shares; 2025Q2: 456,020 shares; 2025Q3: 454,222 shares; 2025Q4: 438,514 shares; 2026Q1: 468,223 shares 468,223 $39.8M 2.38% +29,709 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: 306,483 shares; 2024Q4: 303,568 shares; 2025Q1: 317,419 shares; 2025Q2: 317,943 shares; 2025Q3: 310,287 shares; 2025Q4: 329,560 shares; 2026Q1: 339,365 shares 339,365 $37.2M 2.23% +9,805 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: 462,193 shares; 2024Q4: 469,636 shares; 2025Q1: 530,211 shares; 2025Q2: 411,098 shares; 2025Q3: 409,509 shares; 2025Q4: 413,637 shares; 2026Q1: 453,841 shares 453,841 $34.7M 2.08% +40,204 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: 67,833 shares; 2024Q4: 70,284 shares; 2025Q1: 69,088 shares; 2025Q2: 106,326 shares; 2025Q3: 108,218 shares; 2025Q4: 108,537 shares; 2026Q1: 116,309 shares 116,309 $33.4M 2% +7,772 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: 74,895 shares; 2024Q4: 74,230 shares; 2025Q1: 72,585 shares; 2025Q2: 155,835 shares; 2025Q3: 157,785 shares; 2025Q4: 156,581 shares; 2026Q1: 166,576 shares 166,576 $32.7M 1.96% +9,995 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,296 shares; 2024Q4: 551,555 shares; 2025Q1: 589,752 shares; 2025Q2: 528,176 shares; 2025Q3: 566,761 shares; 2025Q4: 643,872 shares; 2026Q1: 677,767 shares 677,767 $30.9M 1.85% +33,895 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: 55,845 shares; 2024Q4: 56,885 shares; 2025Q1: 56,365 shares; 2025Q2: 55,766 shares; 2025Q3: 53,943 shares; 2025Q4: 50,819 shares; 2026Q1: 51,995 shares 51,995 $30M 1.8% +1,176 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: 289,384 shares; 2024Q4: 292,620 shares; 2025Q1: 365,071 shares; 2025Q2: 342,999 shares; 2025Q3: 347,253 shares; 2025Q4: 359,539 shares; 2026Q1: 417,580 shares 417,580 $28.2M 1.69% +58,041 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: 26,433 shares; 2024Q4: 31,234 shares; 2025Q1: not reported; 2025Q2: 644,512 shares; 2025Q3: 731,634 shares; 2025Q4: 757,882 shares; 2026Q1: 892,159 shares 892,159 $26.8M 1.61% +134,277 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: 10,294 shares; 2024Q4: 35,977 shares; 2025Q1: 40,495 shares; 2025Q2: 51,988 shares; 2025Q3: 271,126 shares; 2025Q4: 779,599 shares; 2026Q1: 954,774 shares 954,774 $26.6M 1.6% +175,175 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: 312,875 shares; 2024Q4: 336,950 shares; 2025Q1: 350,735 shares; 2025Q2: 368,204 shares; 2025Q3: 370,902 shares; 2025Q4: 353,659 shares; 2026Q1: 367,887 shares 367,887 $23.6M 1.41% +14,228 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: 119,155 shares; 2024Q4: 120,727 shares; 2025Q1: 154,060 shares; 2025Q2: 149,159 shares; 2025Q3: 150,846 shares; 2025Q4: 152,288 shares; 2026Q1: 175,565 shares 175,565 $21.8M 1.31% +23,277 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 536,243 shares 536,243 $21.1M 1.26% new Timeline HFSI 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: 601,079 shares 601,079 $20.9M 1.25% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 10,335 shares; 2025Q1: 9,176 shares; 2025Q2: 66,690 shares; 2025Q3: 68,321 shares; 2025Q4: 69,135 shares; 2026Q1: 74,047 shares 74,047 $19.4M 1.16% +4,912 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: 244,814 shares; 2024Q4: 244,514 shares; 2025Q1: 269,235 shares; 2025Q2: 265,793 shares; 2025Q3: 268,624 shares; 2025Q4: 272,396 shares; 2026Q1: 268,119 shares 268,119 $18.7M 1.12% -4,277 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: 168,028 shares; 2024Q4: 179,965 shares; 2025Q1: 185,771 shares; 2025Q2: 184,372 shares; 2025Q3: 203,118 shares; 2025Q4: 215,866 shares; 2026Q1: 235,450 shares 235,450 $18.7M 1.12% +19,584 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: 124,601 shares; 2024Q4: 122,524 shares; 2025Q1: 124,946 shares; 2025Q2: 124,896 shares; 2025Q3: 124,305 shares; 2025Q4: 123,190 shares; 2026Q1: 124,712 shares 124,712 $17.8M 1.07% +1,522 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: 137,975 shares; 2024Q4: 149,857 shares; 2025Q1: 164,093 shares; 2025Q2: 160,427 shares; 2025Q3: 165,078 shares; 2025Q4: 188,743 shares; 2026Q1: 211,813 shares 211,813 $17.5M 1.05% +23,070 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: 402,814 shares; 2024Q4: 420,498 shares; 2025Q1: 410,338 shares; 2025Q2: 387,655 shares; 2025Q3: 387,725 shares; 2025Q4: 379,703 shares; 2026Q1: 373,690 shares 373,690 $17.1M 1.03% -6,013 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: 42,622 shares; 2024Q4: 39,179 shares; 2025Q1: 19,574 shares; 2025Q2: 235,594 shares; 2025Q3: 267,362 shares; 2025Q4: 276,316 shares; 2026Q1: 323,467 shares 323,467 $15.5M 0.93% +47,151 Timeline XMHQ 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: 117,951 shares; 2024Q4: 117,290 shares; 2025Q1: 125,085 shares; 2025Q2: 129,331 shares; 2025Q3: 137,114 shares; 2025Q4: 142,002 shares; 2026Q1: 149,585 shares 149,585 $15.5M 0.93% +7,583 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: 2,037 shares; 2024Q4: 2,041 shares; 2025Q1: not reported; 2025Q2: 41,688 shares; 2025Q3: 38,219 shares; 2025Q4: 37,649 shares; 2026Q1: 41,822 shares 41,822 $15.4M 0.92% +4,173 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: 312,358 shares; 2024Q4: 325,892 shares; 2025Q1: 313,519 shares; 2025Q2: 312,448 shares; 2025Q3: 312,934 shares; 2025Q4: 317,074 shares; 2026Q1: 317,911 shares 317,911 $15.1M 0.91% +837 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: 397,441 shares; 2024Q4: 1,246,583 shares; 2025Q1: 1,331,808 shares; 2025Q2: 1,317,410 shares; 2025Q3: 1,149,654 shares; 2025Q4: 653,686 shares; 2026Q1: 487,091 shares 487,091 $14.9M 0.9% -166,595 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: 145,103 shares; 2024Q4: 152,006 shares; 2025Q1: 154,588 shares; 2025Q2: 230,045 shares; 2025Q3: 235,524 shares; 2025Q4: 243,479 shares; 2026Q1: 265,869 shares 265,869 $14.4M 0.86% +22,390 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: 18,654 shares; 2024Q4: 19,058 shares; 2025Q1: 20,525 shares; 2025Q2: 21,780 shares; 2025Q3: 22,469 shares; 2025Q4: 21,372 shares; 2026Q1: 21,215 shares 21,215 $12.7M 0.76% -157 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: 209,350 shares; 2024Q4: 219,810 shares; 2025Q1: 232,638 shares; 2025Q2: 247,738 shares; 2025Q3: 264,379 shares; 2025Q4: 271,620 shares; 2026Q1: 264,498 shares 264,498 $12.2M 0.73% -7,122 Timeline FEZ 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: 10,192 shares; 2024Q4: 10,223 shares; 2025Q1: not reported; 2025Q2: 167,172 shares; 2025Q3: 164,343 shares; 2025Q4: 165,486 shares; 2026Q1: 189,156 shares 189,156 $11.7M 0.7% +23,670 Timeline SDVD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645,000 shares 645,000 $11.4M 0.69% new 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: 137,016 shares; 2024Q4: 148,803 shares; 2025Q1: 157,371 shares; 2025Q2: 160,921 shares; 2025Q3: 170,169 shares; 2025Q4: 188,437 shares; 2026Q1: 196,812 shares 196,812 $11.2M 0.67% +8,375 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: 25,662 shares; 2024Q4: 23,281 shares; 2025Q1: 17,452 shares; 2025Q2: 66,655 shares; 2025Q3: 65,496 shares; 2025Q4: 62,578 shares; 2026Q1: 71,445 shares 71,445 $10.4M 0.63% +8,867 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,709 shares; 2024Q4: 42,185 shares; 2025Q1: not reported; 2025Q2: 404,387 shares; 2025Q3: 441,831 shares; 2025Q4: 456,176 shares; 2026Q1: 508,070 shares 508,070 $10.4M 0.62% +51,894 Timeline IHDG 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: 13,693 shares; 2024Q4: 13,693 shares; 2025Q1: not reported; 2025Q2: 169,033 shares; 2025Q3: 173,973 shares; 2025Q4: 174,682 shares; 2026Q1: 191,080 shares 191,080 $9.2M 0.55% +16,398 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: 23,069 shares; 2024Q4: 22,601 shares; 2025Q1: 20,682 shares; 2025Q2: 20,546 shares; 2025Q3: 20,005 shares; 2025Q4: 19,980 shares; 2026Q1: 20,106 shares 20,106 $8.78M 0.53% +126 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,830 shares; 2024Q4: 50,830 shares; 2025Q1: 50,830 shares; 2025Q2: 36,432 shares; 2025Q3: 35,130 shares; 2025Q4: 35,130 shares; 2026Q1: 35,133 shares 35,133 $8.73M 0.52% +3 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: 40,008 shares; 2024Q4: 71,880 shares; 2025Q1: 71,886 shares; 2025Q2: 72,199 shares; 2025Q3: 33,419 shares; 2025Q4: 33,389 shares; 2026Q1: 32,515 shares 32,515 $8.25M 0.5% -874 Timeline TBIL 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: not reported; 2025Q3: not reported; 2025Q4: 7,535 shares; 2026Q1: 161,730 shares 161,730 $8.06M 0.48% +154,195 Timeline SPHQ 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: 98,575 shares; 2024Q4: 97,928 shares; 2025Q1: 105,185 shares; 2025Q2: 102,787 shares; 2025Q3: 101,156 shares; 2025Q4: 101,071 shares; 2026Q1: 101,141 shares 101,141 $7.6M 0.46% +70 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: 22,589 shares; 2024Q4: 24,790 shares; 2025Q1: 26,975 shares; 2025Q2: 47,950 shares; 2025Q3: 41,445 shares; 2025Q4: 41,574 shares; 2026Q1: 42,324 shares 42,324 $7.38M 0.44% +750 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: 3,384 shares; 2024Q4: 3,447 shares; 2025Q1: not reported; 2025Q2: 82,095 shares; 2025Q3: 84,303 shares; 2025Q4: 87,483 shares; 2026Q1: 92,157 shares 92,157 $7.23M 0.43% +4,674 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,683 shares; 2024Q4: 284,794 shares; 2025Q1: 293,035 shares; 2025Q2: 290,508 shares; 2025Q3: 278,883 shares; 2025Q4: 231,418 shares; 2026Q1: 221,692 shares 221,692 $7.19M 0.43% -9,726 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: 88,380 shares; 2024Q4: 87,965 shares; 2025Q1: 76,815 shares; 2025Q2: 79,947 shares; 2025Q3: 79,420 shares; 2025Q4: 81,621 shares; 2026Q1: 88,029 shares 88,029 $6.61M 0.4% +6,408 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: 6,533 shares; 2024Q4: 6,953 shares; 2025Q1: 6,646 shares; 2025Q2: 6,446 shares; 2025Q3: 9,879 shares; 2025Q4: 19,000 shares; 2026Q1: 21,769 shares 21,769 $6.58M 0.39% +2,769 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: 6,111 shares; 2024Q4: 6,006 shares; 2025Q1: 12,200 shares; 2025Q2: 37,257 shares; 2025Q3: 50,483 shares; 2025Q4: 48,919 shares; 2026Q1: 59,136 shares 59,136 $6.53M 0.39% +10,217 Timeline DHS 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: 46,135 shares; 2024Q4: 46,439 shares; 2025Q1: 46,975 shares; 2025Q2: 47,525 shares; 2025Q3: 50,643 shares; 2025Q4: 52,972 shares; 2026Q1: 57,235 shares 57,235 $6.25M 0.38% +4,263 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: 35,245 shares; 2024Q4: 31,288 shares; 2025Q1: 26,363 shares; 2025Q2: 22,525 shares; 2025Q3: 19,978 shares; 2025Q4: 31,737 shares; 2026Q1: 40,103 shares 40,103 $5.94M 0.36% +8,366 Timeline PFM 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: 112,122 shares; 2024Q4: 111,322 shares; 2025Q1: 115,308 shares; 2025Q2: 114,808 shares; 2025Q3: 114,717 shares; 2025Q4: 114,826 shares; 2026Q1: 113,619 shares 113,619 $5.81M 0.35% -1,207 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: 27,326 shares; 2024Q4: 26,489 shares; 2025Q1: 26,413 shares; 2025Q2: 26,601 shares; 2025Q3: 26,158 shares; 2025Q4: 25,753 shares; 2026Q1: 25,747 shares 25,747 $5.78M 0.35% -6 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: 8,436 shares; 2024Q4: 8,412 shares; 2025Q1: 8,476 shares; 2025Q2: 8,440 shares; 2025Q3: 8,450 shares; 2025Q4: 8,390 shares; 2026Q1: 8,178 shares 8,178 $5.71M 0.34% -212 Timeline USIG 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: 69,107 shares; 2024Q4: 107,048 shares; 2025Q1: 109,893 shares; 2025Q2: 102,823 shares; 2025Q3: 104,232 shares; 2025Q4: 105,824 shares; 2026Q1: 107,709 shares 107,709 $5.52M 0.33% +1,885 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: 42,048 shares; 2024Q4: 160,197 shares; 2025Q1: 158,122 shares; 2025Q2: 141,649 shares; 2025Q3: 197,422 shares; 2025Q4: 194,063 shares; 2026Q1: 186,972 shares 186,972 $5.45M 0.33% -7,091 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,813 shares; 2024Q4: 17,265 shares; 2025Q1: 16,904 shares; 2025Q2: 35,229 shares; 2025Q3: 39,705 shares; 2025Q4: 51,317 shares; 2026Q1: 52,188 shares 52,188 $5.4M 0.32% +871 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: 113,796 shares; 2024Q4: 315,159 shares; 2025Q1: 301,868 shares; 2025Q2: 297,807 shares; 2025Q3: 266,822 shares; 2025Q4: 224,315 shares; 2026Q1: 199,959 shares 199,959 $5.13M 0.31% -24,356 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: 60,220 shares; 2024Q4: 59,043 shares; 2025Q1: 61,415 shares; 2025Q2: 59,717 shares; 2025Q3: 58,076 shares; 2025Q4: 58,972 shares; 2026Q1: 57,533 shares 57,533 $4.98M 0.3% -1,439 Timeline ICF 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: 3,157 shares; 2024Q4: not reported; 2025Q1: 11,658 shares; 2025Q2: 54,379 shares; 2025Q3: 62,137 shares; 2025Q4: 68,119 shares; 2026Q1: 78,787 shares 78,787 $4.88M 0.29% +10,668 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: 22,289 shares; 2024Q4: 36,795 shares; 2025Q1: 37,243 shares; 2025Q2: 38,553 shares; 2025Q3: 21,619 shares; 2025Q4: 21,917 shares; 2026Q1: 22,903 shares 22,903 $4.77M 0.29% +986 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: 621,703 shares; 2024Q4: 593,405 shares; 2025Q1: 561,451 shares; 2025Q2: 581,563 shares; 2025Q3: 465,845 shares; 2025Q4: 584,195 shares; 2026Q1: 90,088 shares 90,088 $4.56M 0.27% -494,107 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,089 shares; 2024Q4: 185,393 shares; 2025Q1: 193,351 shares; 2025Q2: 186,088 shares; 2025Q3: 198,996 shares; 2025Q4: 206,989 shares; 2026Q1: 210,536 shares 210,536 $4.43M 0.27% +3,547 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: 12,296 shares; 2024Q4: 12,567 shares; 2025Q1: 12,903 shares; 2025Q2: 12,911 shares; 2025Q3: 11,967 shares; 2025Q4: 11,940 shares; 2026Q1: 11,931 shares 11,931 $4.42M 0.26% -9 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: 94,346 shares; 2024Q4: 198,539 shares; 2025Q1: 207,605 shares; 2025Q2: 154,119 shares; 2025Q3: 149,440 shares; 2025Q4: 146,334 shares; 2026Q1: 149,639 shares 149,639 $4.35M 0.26% +3,305 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,227 shares; 2025Q2: 24,816 shares; 2025Q3: 29,976 shares; 2025Q4: 38,026 shares; 2026Q1: 41,762 shares 41,762 $4.22M 0.25% +3,736 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,902 shares; 2024Q4: 89,902 shares; 2025Q1: 89,930 shares; 2025Q2: 89,947 shares; 2025Q3: 63,025 shares; 2025Q4: 64,532 shares; 2026Q1: 65,215 shares 65,215 $4.09M 0.25% +683 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,657 shares; 2024Q4: 5,017 shares; 2025Q1: 5,145 shares; 2025Q2: 10,397 shares; 2025Q3: 10,482 shares; 2025Q4: 10,067 shares; 2026Q1: 9,442 shares 9,442 $4.06M 0.24% -625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,943 shares; 2025Q3: 32,404 shares; 2025Q4: 31,296 shares; 2026Q1: 36,306 shares 36,306 $4.04M 0.24% +5,010 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 6,369 shares; 2025Q1: 6,129 shares; 2025Q2: 7,739 shares; 2025Q3: 6,677 shares; 2025Q4: 6,110 shares; 2026Q1: 6,040 shares 6,040 $3.93M 0.24% -70 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: 36,248 shares; 2024Q4: 42,179 shares; 2025Q1: 40,018 shares; 2025Q2: 40,649 shares; 2025Q3: 39,931 shares; 2025Q4: 42,113 shares; 2026Q1: 42,969 shares 42,969 $3.56M 0.21% +856 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: 12,014 shares; 2024Q4: 11,838 shares; 2025Q1: 11,473 shares; 2025Q2: 11,343 shares; 2025Q3: 11,282 shares; 2025Q4: 11,287 shares; 2026Q1: 10,997 shares 10,997 $3.55M 0.21% -290 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: 4,627 shares; 2024Q4: 4,559 shares; 2025Q1: 4,581 shares; 2025Q2: 4,625 shares; 2025Q3: 3,786 shares; 2025Q4: 3,781 shares; 2026Q1: 3,765 shares 3,765 $3.46M 0.21% -16 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: 41,698 shares; 2024Q4: 45,725 shares; 2025Q1: 44,328 shares; 2025Q2: 44,724 shares; 2025Q3: 42,478 shares; 2025Q4: 45,083 shares; 2026Q1: 44,613 shares 44,613 $3.44M 0.21% -470 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: 15,157 shares; 2024Q4: 14,263 shares; 2025Q1: 14,251 shares; 2025Q2: 13,958 shares; 2025Q3: 13,977 shares; 2025Q4: 13,959 shares; 2026Q1: 15,527 shares 15,527 $3.34M 0.2% +1,568 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,370 shares; 2024Q4: 108,239 shares; 2025Q1: 110,609 shares; 2025Q2: 113,503 shares; 2025Q3: 116,217 shares; 2025Q4: 122,151 shares; 2026Q1: 124,426 shares 124,426 $3.28M 0.2% +2,275 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: 38,207 shares; 2024Q4: 79,731 shares; 2025Q1: 83,913 shares; 2025Q2: 72,161 shares; 2025Q3: 90,205 shares; 2025Q4: 107,248 shares; 2026Q1: 119,247 shares 119,247 $3.17M 0.19% +11,999 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,391 shares; 2025Q1: not reported; 2025Q2: 32,927 shares; 2025Q3: 50,340 shares; 2025Q4: 57,434 shares; 2026Q1: 62,165 shares 62,165 $3.17M 0.19% +4,731 Timeline GQRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,387 shares; 2025Q3: 42,989 shares; 2025Q4: 43,735 shares; 2026Q1: 51,658 shares 51,658 $3.09M 0.19% +7,923 Timeline HYS 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: 32,069 shares; 2024Q4: 33,895 shares; 2025Q1: 38,007 shares; 2025Q2: 37,274 shares; 2025Q3: 34,064 shares; 2025Q4: 32,260 shares; 2026Q1: 32,021 shares 32,021 $2.99M 0.18% -239 Timeline MINT 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: 17,214 shares; 2024Q4: 13,506 shares; 2025Q1: 21,291 shares; 2025Q2: 18,164 shares; 2025Q3: 15,264 shares; 2025Q4: 11,600 shares; 2026Q1: 29,367 shares 29,367 $2.95M 0.18% +17,767 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,362 shares; 2024Q4: 50,796 shares; 2025Q1: 53,199 shares; 2025Q2: 49,640 shares; 2025Q3: 38,955 shares; 2025Q4: 39,645 shares; 2026Q1: 39,570 shares 39,570 $2.91M 0.17% -75 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: 62,415 shares; 2024Q4: 121,170 shares; 2025Q1: 117,527 shares; 2025Q2: 116,258 shares; 2025Q3: 108,507 shares; 2025Q4: 107,741 shares; 2026Q1: 113,692 shares 113,692 $2.81M 0.17% +5,951 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: 3,424 shares; 2024Q4: 3,489 shares; 2025Q1: 4,411 shares; 2025Q2: 5,777 shares; 2025Q3: 6,603 shares; 2025Q4: 6,951 shares; 2026Q1: 7,555 shares 7,555 $2.81M 0.17% +604 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,107 shares; 2024Q4: 14,845 shares; 2025Q1: 13,545 shares; 2025Q2: 19,508 shares; 2025Q3: 22,832 shares; 2025Q4: 27,458 shares; 2026Q1: 30,594 shares 30,594 $2.65M 0.16% +3,136 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,955 shares; 2025Q2: 14,816 shares; 2025Q3: 17,858 shares; 2025Q4: 23,572 shares; 2026Q1: 26,614 shares 26,614 $2.54M 0.15% +3,042 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: 35,992 shares; 2024Q4: 106,959 shares; 2025Q1: 104,572 shares; 2025Q2: 104,411 shares; 2025Q3: 99,829 shares; 2025Q4: 99,354 shares; 2026Q1: 100,362 shares 100,362 $2.52M 0.15% +1,008 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: 11,535 shares; 2024Q4: 10,934 shares; 2025Q1: 10,374 shares; 2025Q2: 13,679 shares; 2025Q3: 9,227 shares; 2025Q4: 8,965 shares; 2026Q1: 8,703 shares 8,703 $2.5M 0.15% -262 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: 13,166 shares; 2024Q4: 13,874 shares; 2025Q1: 10,643 shares; 2025Q2: 10,632 shares; 2025Q3: 10,607 shares; 2025Q4: 11,648 shares; 2026Q1: 11,325 shares 11,325 $2.46M 0.15% -323 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: 5,655 shares; 2024Q4: 5,813 shares; 2025Q1: 7,129 shares; 2025Q2: 8,756 shares; 2025Q3: 8,745 shares; 2025Q4: 17,768 shares; 2026Q1: 18,463 shares 18,463 $2.45M 0.15% +695 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,077 shares; 2024Q4: 132,097 shares; 2025Q1: 126,221 shares; 2025Q2: 152,340 shares; 2025Q3: 135,621 shares; 2025Q4: 133,087 shares; 2026Q1: 140,285 shares 140,285 $2.41M 0.14% +7,198 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: 12,517 shares; 2024Q4: 13,373 shares; 2025Q1: 13,422 shares; 2025Q2: 21,444 shares; 2025Q3: 20,036 shares; 2025Q4: 19,499 shares; 2026Q1: 19,356 shares 19,356 $2.41M 0.14% -143 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,332 shares; 2024Q4: 26,107 shares; 2025Q1: 26,205 shares; 2025Q2: 26,296 shares; 2025Q3: 26,360 shares; 2025Q4: 23,717 shares; 2026Q1: 21,994 shares 21,994 $2.38M 0.14% -1,723 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,251 shares; 2024Q4: 57,954 shares; 2025Q1: 59,667 shares; 2025Q2: 58,527 shares; 2025Q3: 55,617 shares; 2025Q4: 60,874 shares; 2026Q1: 65,030 shares 65,030 $2.36M 0.14% +4,156 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,151 shares; 2024Q4: 73,051 shares; 2025Q1: 70,436 shares; 2025Q2: 70,856 shares; 2025Q3: 83,161 shares; 2025Q4: 84,611 shares; 2026Q1: 89,570 shares 89,570 $2.35M 0.14% +4,959 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: 8,104 shares; 2024Q4: 8,108 shares; 2025Q1: 8,171 shares; 2025Q2: 7,490 shares; 2025Q3: 7,088 shares; 2025Q4: 7,211 shares; 2026Q1: 7,131 shares 7,131 $2.35M 0.14% -80 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,296 shares; 2024Q4: 29,383 shares; 2025Q1: 29,415 shares; 2025Q2: 30,077 shares; 2025Q3: 15,773 shares; 2025Q4: 15,866 shares; 2026Q1: 15,981 shares 15,981 $2.23M 0.13% +115 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: 6,465 shares; 2024Q4: 6,148 shares; 2025Q1: 7,376 shares; 2025Q2: 10,751 shares; 2025Q3: 10,680 shares; 2025Q4: 14,767 shares; 2026Q1: 14,613 shares 14,613 $2.14M 0.13% -154 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 33,933 shares; 2025Q1: 38,095 shares; 2025Q2: 39,498 shares; 2025Q3: 34,901 shares; 2025Q4: 41,794 shares; 2026Q1: 42,814 shares 42,814 $2.14M 0.13% +1,020 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,953 shares; 2024Q4: 71,490 shares; 2025Q1: 74,049 shares; 2025Q2: 72,765 shares; 2025Q3: 73,395 shares; 2025Q4: 75,794 shares; 2026Q1: 58,358 shares 58,358 $2.1M 0.13% -17,436 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,220 shares; 2025Q3: 22,098 shares; 2025Q4: 37,731 shares; 2026Q1: 30,240 shares 30,240 $2.06M 0.12% -7,491 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,467 shares; 2024Q4: 24,835 shares; 2025Q1: 24,668 shares; 2025Q2: 24,858 shares; 2025Q3: 24,991 shares; 2025Q4: 25,097 shares; 2026Q1: 25,318 shares 25,318 $2.05M 0.12% +221 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: 10,112 shares; 2024Q4: 10,113 shares; 2025Q1: 10,087 shares; 2025Q2: 10,085 shares; 2025Q3: 5,521 shares; 2025Q4: 5,636 shares; 2026Q1: 5,737 shares 5,737 $2.02M 0.12% +101 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,645 shares; 2024Q4: 54,588 shares; 2025Q1: 56,719 shares; 2025Q2: 44,510 shares; 2025Q3: 44,175 shares; 2025Q4: 46,252 shares; 2026Q1: 51,887 shares 51,887 $2M 0.12% +5,635 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: 10,408 shares; 2024Q4: 10,148 shares; 2025Q1: 10,234 shares; 2025Q2: 10,216 shares; 2025Q3: 10,120 shares; 2025Q4: 10,127 shares; 2026Q1: 10,009 shares 10,009 $1.98M 0.12% -118 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,404 shares; 2024Q4: 38,747 shares; 2025Q1: 37,875 shares; 2025Q2: 37,552 shares; 2025Q3: 36,985 shares; 2025Q4: 36,094 shares; 2026Q1: 35,649 shares 35,649 $1.94M 0.12% -445 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: 19,646 shares; 2024Q4: 18,655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,851 shares; 2025Q4: 20,453 shares; 2026Q1: 21,848 shares 21,848 $1.93M 0.12% +1,395 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: 5,220 shares; 2024Q4: 5,394 shares; 2025Q1: 5,605 shares; 2025Q2: 7,692 shares; 2025Q3: 7,081 shares; 2025Q4: 6,692 shares; 2026Q1: 6,430 shares 6,430 $1.85M 0.11% -262 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,992 shares; 2024Q4: 47,061 shares; 2025Q1: 39,725 shares; 2025Q2: 44,466 shares; 2025Q3: 44,134 shares; 2025Q4: 40,396 shares; 2026Q1: 40,090 shares 40,090 $1.83M 0.11% -306 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: 10,168 shares; 2024Q4: 10,177 shares; 2025Q1: 10,177 shares; 2025Q2: 10,119 shares; 2025Q3: 10,150 shares; 2025Q4: 10,132 shares; 2026Q1: 10,063 shares 10,063 $1.83M 0.11% -69 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: 26,385 shares; 2024Q4: 78,456 shares; 2025Q1: 75,531 shares; 2025Q2: 66,013 shares; 2025Q3: 61,821 shares; 2025Q4: 59,583 shares; 2026Q1: 58,413 shares 58,413 $1.81M 0.11% -1,170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,772 shares; 2025Q4: 45,878 shares; 2026Q1: 45,993 shares 45,993 $1.79M 0.11% +115 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: 50,359 shares; 2024Q4: 50,675 shares; 2025Q1: 33,346 shares; 2025Q2: 20,086 shares; 2025Q3: 22,750 shares; 2025Q4: 24,362 shares; 2026Q1: 34,090 shares 34,090 $1.7M 0.1% +9,728 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: 12,475 shares; 2024Q4: 12,382 shares; 2025Q1: 12,294 shares; 2025Q2: 12,160 shares; 2025Q3: 6,772 shares; 2025Q4: 6,110 shares; 2026Q1: 6,041 shares 6,041 $1.65M 0.1% -69 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: 4,089 shares; 2024Q4: 4,003 shares; 2025Q1: 3,993 shares; 2025Q2: 3,897 shares; 2025Q3: 3,946 shares; 2025Q4: 3,736 shares; 2026Q1: 3,734 shares 3,734 $1.59M 0.1% -2 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: 6,481 shares; 2024Q4: 7,030 shares; 2025Q1: 7,191 shares; 2025Q2: 9,981 shares; 2025Q3: 13,180 shares; 2025Q4: 33,021 shares; 2026Q1: 34,296 shares 34,296 $1.57M 0.09% +1,275 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: 7,664 shares; 2024Q4: 7,896 shares; 2025Q1: 7,709 shares; 2025Q2: 7,702 shares; 2025Q3: 6,853 shares; 2025Q4: 6,488 shares; 2026Q1: 6,393 shares 6,393 $1.56M 0.09% -95 Timeline PWB 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: 12,915 shares; 2024Q4: 12,715 shares; 2025Q1: 12,515 shares; 2025Q2: 12,515 shares; 2025Q3: 12,267 shares; 2025Q4: 12,267 shares; 2026Q1: 12,267 shares 12,267 $1.54M 0.09% 0 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: 31,079 shares; 2024Q4: 30,454 shares; 2025Q1: 27,984 shares; 2025Q2: 26,899 shares; 2025Q3: 21,142 shares; 2025Q4: 21,142 shares; 2026Q1: 20,276 shares 20,276 $1.48M 0.09% -866 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: 72,465 shares; 2024Q4: 71,951 shares; 2025Q1: 76,652 shares; 2025Q2: 65,804 shares; 2025Q3: 68,101 shares; 2025Q4: 64,290 shares; 2026Q1: 58,562 shares 58,562 $1.47M 0.09% -5,728 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,301 shares; 2024Q4: 53,823 shares; 2025Q1: 52,797 shares; 2025Q2: 53,308 shares; 2025Q3: 54,481 shares; 2025Q4: 55,194 shares; 2026Q1: 55,538 shares 55,538 $1.42M 0.09% +344 Timeline FDL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,844 shares 6,844 $1.38M 0.08% new 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: 10,550 shares; 2024Q4: 10,941 shares; 2025Q1: 10,898 shares; 2025Q2: 10,068 shares; 2025Q3: 6,437 shares; 2025Q4: 6,474 shares; 2026Q1: 6,530 shares 6,530 $1.35M 0.08% +56 Timeline GOVI 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: not reported; 2025Q4: not reported; 2026Q1: 20,912 shares 20,912 $1.34M 0.08% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,935 shares; 2024Q4: 18,435 shares; 2025Q1: 18,913 shares; 2025Q2: 23,255 shares; 2025Q3: 24,563 shares; 2025Q4: 26,271 shares; 2026Q1: 26,989 shares 26,989 $1.27M 0.08% +718 Timeline PSK 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: 48,226 shares; 2024Q4: 46,608 shares; 2025Q1: 47,878 shares; 2025Q2: 41,436 shares; 2025Q3: 36,681 shares; 2025Q4: 40,048 shares; 2026Q1: 40,453 shares 40,453 $1.25M 0.07% +405 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: 1,247 shares; 2024Q4: 1,242 shares; 2025Q1: 1,265 shares; 2025Q2: 1,283 shares; 2025Q3: 1,123 shares; 2025Q4: 2,383 shares; 2026Q1: 2,099 shares 2,099 $1.2M 0.07% -284 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,606 shares; 2026Q1: 24,182 shares 24,182 $1.12M 0.07% +9,576 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: 16,121 shares; 2024Q4: 17,147 shares; 2025Q1: 17,043 shares; 2025Q2: 14,882 shares; 2025Q3: 14,466 shares; 2025Q4: 14,622 shares; 2026Q1: 14,735 shares 14,735 $1.12M 0.07% +113 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,017 shares; 2024Q4: 10,009 shares; 2025Q1: 10,001 shares; 2025Q2: 10,042 shares; 2025Q3: 10,027 shares; 2025Q4: 11,764 shares; 2026Q1: 11,887 shares 11,887 $1.12M 0.07% +123 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,678 shares; 2024Q4: 40,282 shares; 2025Q1: 44,369 shares; 2025Q2: 45,879 shares; 2025Q3: 45,879 shares; 2025Q4: 47,031 shares; 2026Q1: 47,581 shares 47,581 $1.1M 0.07% +550 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,530 shares; 2024Q4: 39,253 shares; 2025Q1: 39,508 shares; 2025Q2: 39,971 shares; 2025Q3: 39,339 shares; 2025Q4: 39,813 shares; 2026Q1: 44,087 shares 44,087 $1.1M 0.07% +4,274 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,902 shares; 2024Q4: 11,361 shares; 2025Q1: 11,171 shares; 2025Q2: 11,210 shares; 2025Q3: 11,210 shares; 2025Q4: 11,203 shares; 2026Q1: 11,203 shares 11,203 $1.09M 0.07% 0 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: 19,650 shares; 2024Q4: 57,470 shares; 2025Q1: 44,359 shares; 2025Q2: 44,947 shares; 2025Q3: 40,840 shares; 2025Q4: 39,086 shares; 2026Q1: 35,111 shares 35,111 $1.07M 0.06% -3,975 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: 3,330 shares; 2024Q4: 3,255 shares; 2025Q1: 3,238 shares; 2025Q2: 3,268 shares; 2025Q3: 3,230 shares; 2025Q4: 3,271 shares; 2026Q1: 3,279 shares 3,279 $1.02M 0.06% +8 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: 17,714 shares; 2024Q4: 18,171 shares; 2025Q1: 17,938 shares; 2025Q2: 18,210 shares; 2025Q3: 6,219 shares; 2025Q4: 6,291 shares; 2026Q1: 6,011 shares 6,011 $1.02M 0.06% -280 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: 24,773 shares; 2024Q4: 46,740 shares; 2025Q1: 39,590 shares; 2025Q2: 40,391 shares; 2025Q3: 42,795 shares; 2025Q4: 43,047 shares; 2026Q1: 42,018 shares 42,018 $1.02M 0.06% -1,029 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: 4,546 shares; 2024Q4: 4,800 shares; 2025Q1: 4,766 shares; 2025Q2: 4,826 shares; 2025Q3: 4,608 shares; 2025Q4: 4,852 shares; 2026Q1: 5,127 shares 5,127 $1.02M 0.06% +275 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 4,067 shares; 2025Q1: 4,244 shares; 2025Q2: 3,962 shares; 2025Q3: 3,368 shares; 2025Q4: 3,388 shares; 2026Q1: 3,413 shares 3,413 $1M 0.06% +25 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: 20,890 shares; 2024Q4: 28,712 shares; 2025Q1: 20,891 shares; 2025Q2: 20,890 shares; 2025Q3: 20,890 shares; 2025Q4: 20,890 shares; 2026Q1: 20,890 shares 20,890 $993K 0.06% 0 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: 4,748 shares; 2024Q4: 4,729 shares; 2025Q1: 5,038 shares; 2025Q2: 5,030 shares; 2025Q3: 5,024 shares; 2025Q4: 5,036 shares; 2026Q1: 5,036 shares 5,036 $966K 0.06% 0 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: 27,989 shares; 2024Q4: 22,142 shares; 2025Q1: 22,156 shares; 2025Q2: 21,421 shares; 2025Q3: 20,884 shares; 2025Q4: 19,213 shares; 2026Q1: 18,417 shares 18,417 $936K 0.06% -796 Timeline XT 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: 14,938 shares; 2025Q3: 14,938 shares; 2025Q4: 14,938 shares; 2026Q1: 13,452 shares 13,452 $917K 0.05% -1,486 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: 14,183 shares; 2024Q4: 15,314 shares; 2025Q1: 15,603 shares; 2025Q2: 16,260 shares; 2025Q3: 16,109 shares; 2025Q4: 17,009 shares; 2026Q1: 16,121 shares 16,121 $916K 0.05% -888 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: 1,942 shares; 2025Q4: 1,931 shares; 2026Q1: 1,895 shares 1,895 $908K 0.05% -36 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: not reported; 2024Q4: 6,023 shares; 2025Q1: 7,559 shares; 2025Q2: 7,622 shares; 2025Q3: 7,622 shares; 2025Q4: 15,022 shares; 2026Q1: 14,812 shares 14,812 $907K 0.05% -210 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: 16,078 shares; 2024Q4: 16,929 shares; 2025Q1: 16,383 shares; 2025Q2: 16,348 shares; 2025Q3: 15,949 shares; 2025Q4: 16,891 shares; 2026Q1: 17,171 shares 17,171 $904K 0.05% +280 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,002 shares; 2024Q4: 55,505 shares; 2025Q1: 51,824 shares; 2025Q2: 51,023 shares; 2025Q3: 30,108 shares; 2025Q4: 29,938 shares; 2026Q1: 30,478 shares 30,478 $899K 0.05% +540 Timeline VCR 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: 2,238 shares; 2024Q4: 2,316 shares; 2025Q1: 2,329 shares; 2025Q2: 2,407 shares; 2025Q3: 2,409 shares; 2025Q4: 2,439 shares; 2026Q1: 2,444 shares 2,444 $878K 0.05% +5 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: 9,424 shares; 2024Q4: 9,427 shares; 2025Q1: 9,465 shares; 2025Q2: 6,313 shares; 2025Q3: 5,999 shares; 2025Q4: 6,025 shares; 2026Q1: 6,071 shares 6,071 $877K 0.05% +46 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 6,410 shares; 2025Q1: 8,970 shares; 2025Q2: 11,888 shares; 2025Q3: 12,180 shares; 2025Q4: 12,611 shares; 2026Q1: 13,130 shares 13,130 $849K 0.05% +519 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: 969 shares; 2024Q4: 980 shares; 2025Q1: 985 shares; 2025Q2: 1,103 shares; 2025Q3: 870 shares; 2025Q4: 847 shares; 2026Q1: 852 shares 852 $849K 0.05% +5 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: 5,390 shares; 2024Q4: 5,095 shares; 2025Q1: 5,461 shares; 2025Q2: 5,129 shares; 2025Q3: 2,626 shares; 2025Q4: 2,590 shares; 2026Q1: 2,615 shares 2,615 $839K 0.05% +25 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,356 shares; 2024Q4: 19,014 shares; 2025Q1: 19,097 shares; 2025Q2: 19,308 shares; 2025Q3: 17,647 shares; 2025Q4: 19,619 shares; 2026Q1: 19,615 shares 19,615 $835K 0.05% -4 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 6,557 shares; 2025Q1: 6,558 shares; 2025Q2: 6,674 shares; 2025Q3: 6,672 shares; 2025Q4: 6,700 shares; 2026Q1: 6,725 shares 6,725 $812K 0.05% +25 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 3,908 shares; 2025Q1: 3,905 shares; 2025Q2: 4,045 shares; 2025Q3: 3,901 shares; 2025Q4: 3,818 shares; 2026Q1: 3,731 shares 3,731 $811K 0.05% -87 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: 1,743 shares; 2024Q4: 1,987 shares; 2025Q1: 2,334 shares; 2025Q2: 2,655 shares; 2025Q3: 2,430 shares; 2025Q4: 2,403 shares; 2026Q1: 2,577 shares 2,577 $798K 0.05% +174 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: 8,066 shares; 2024Q4: 8,066 shares; 2025Q1: 6,016 shares; 2025Q2: 7,540 shares; 2025Q3: 8,496 shares; 2025Q4: 9,086 shares; 2026Q1: 8,986 shares 8,986 $789K 0.05% -100 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: 11,990 shares; 2025Q1: 11,315 shares; 2025Q2: 11,315 shares; 2025Q3: 11,315 shares; 2025Q4: 11,315 shares; 2026Q1: 11,315 shares 11,315 $789K 0.05% 0 Timeline USRT 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: 4,260 shares; 2025Q3: 6,732 shares; 2025Q4: 10,309 shares; 2026Q1: 13,209 shares 13,209 $782K 0.05% +2,900 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,027 shares; 2024Q4: 17,725 shares; 2025Q1: 19,558 shares; 2025Q2: 20,449 shares; 2025Q3: 20,359 shares; 2025Q4: 22,599 shares; 2026Q1: 22,247 shares 22,247 $777K 0.05% -352 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: 5,628 shares; 2024Q4: 5,629 shares; 2025Q1: 5,630 shares; 2025Q2: 4,610 shares; 2025Q3: 4,611 shares; 2025Q4: 4,574 shares; 2026Q1: 4,087 shares 4,087 $775K 0.05% -487 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: not reported; 2024Q4: 2,389 shares; 2025Q1: 3,765 shares; 2025Q2: 7,096 shares; 2025Q3: 6,791 shares; 2025Q4: 7,344 shares; 2026Q1: 7,193 shares 7,193 $764K 0.05% -151 Timeline VOX 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: 3,954 shares; 2024Q4: 4,084 shares; 2025Q1: 4,089 shares; 2025Q2: 4,206 shares; 2025Q3: 4,204 shares; 2025Q4: 4,215 shares; 2026Q1: 4,225 shares 4,225 $760K 0.05% +10 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: not reported; 2024Q4: 5,442 shares; 2025Q1: 4,569 shares; 2025Q2: 4,459 shares; 2025Q3: 4,358 shares; 2025Q4: 2,718 shares; 2026Q1: 2,249 shares 2,249 $721K 0.04% -469 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: 7,489 shares; 2024Q4: 7,777 shares; 2025Q1: 7,476 shares; 2025Q2: 7,553 shares; 2025Q3: 7,469 shares; 2025Q4: 7,938 shares; 2026Q1: 7,985 shares 7,985 $708K 0.04% +47 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,407 shares; 2025Q1: 3,186 shares; 2025Q2: 3,819 shares; 2025Q3: 4,547 shares; 2025Q4: 5,619 shares; 2026Q1: 6,339 shares 6,339 $700K 0.04% +720 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 974 shares; 2025Q1: 1,011 shares; 2025Q2: 1,022 shares; 2025Q3: 1,010 shares; 2025Q4: 952 shares; 2026Q1: 956 shares 956 $677K 0.04% +4 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,916 shares; 2024Q4: 14,306 shares; 2025Q1: 14,306 shares; 2025Q2: 14,306 shares; 2025Q3: 14,306 shares; 2025Q4: 15,435 shares; 2026Q1: 14,555 shares 14,555 $675K 0.04% -880 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,600 shares; 2024Q4: 33,600 shares; 2025Q1: 34,500 shares; 2025Q2: 32,900 shares; 2025Q3: 32,500 shares; 2025Q4: 37,333 shares; 2026Q1: 25,000 shares 25,000 $663K 0.04% -12,333 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: 53,987 shares; 2024Q4: 55,925 shares; 2025Q1: 45,560 shares; 2025Q2: 44,095 shares; 2025Q3: 33,172 shares; 2025Q4: 34,466 shares; 2026Q1: 28,165 shares 28,165 $654K 0.04% -6,301 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,546 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares; 2025Q4: 4,178 shares; 2026Q1: 4,178 shares 4,178 $648K 0.04% 0 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: 1,632 shares; 2024Q4: 1,868 shares; 2025Q1: 1,945 shares; 2025Q2: 5,494 shares; 2025Q3: 5,311 shares; 2025Q4: 4,636 shares; 2026Q1: 4,921 shares 4,921 $634K 0.04% +285 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,815 shares; 2025Q1: 6,815 shares; 2025Q2: 6,727 shares; 2025Q3: 6,743 shares; 2025Q4: 6,743 shares; 2026Q1: 6,726 shares 6,726 $624K 0.04% -17 Timeline XYLD 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: 9,800 shares; 2024Q4: 8,353 shares; 2025Q1: 16,969 shares; 2025Q2: 13,786 shares; 2025Q3: 15,967 shares; 2025Q4: 15,749 shares; 2026Q1: 15,914 shares 15,914 $623K 0.04% +165 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 5,439 shares; 2025Q1: 6,879 shares; 2025Q2: 7,230 shares; 2025Q3: 5,048 shares; 2025Q4: 5,162 shares; 2026Q1: 5,107 shares 5,107 $614K 0.04% -55 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,091 shares; 2025Q4: 17,211 shares; 2026Q1: 17,246 shares 17,246 $613K 0.04% +35 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,137 shares; 2024Q4: 12,629 shares; 2025Q1: 18,023 shares; 2025Q2: 21,628 shares; 2025Q3: 22,463 shares; 2025Q4: 24,634 shares; 2026Q1: 27,267 shares 27,267 $610K 0.04% +2,633 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: 4,795 shares; 2024Q4: 4,516 shares; 2025Q1: 4,607 shares; 2025Q2: 4,369 shares; 2025Q3: 3,461 shares; 2025Q4: 3,484 shares; 2026Q1: 3,449 shares 3,449 $597K 0.04% -35 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,071 shares; 2025Q4: 9,594 shares; 2026Q1: 11,724 shares 11,724 $590K 0.04% +2,130 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: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 2,314 shares; 2025Q2: 2,736 shares; 2025Q3: 2,686 shares; 2025Q4: 2,749 shares; 2026Q1: 2,731 shares 2,731 $583K 0.04% -18 Timeline IYH 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: 10,190 shares; 2024Q4: 10,190 shares; 2025Q1: 10,190 shares; 2025Q2: 10,190 shares; 2025Q3: 10,190 shares; 2025Q4: 10,190 shares; 2026Q1: 9,000 shares 9,000 $555K 0.03% -1,190 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: 6,015 shares; 2024Q4: 6,022 shares; 2025Q1: 6,039 shares; 2025Q2: 6,170 shares; 2025Q3: 6,078 shares; 2025Q4: 6,080 shares; 2026Q1: 5,972 shares 5,972 $555K 0.03% -108 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: 2,402 shares; 2024Q4: 2,409 shares; 2025Q1: 2,471 shares; 2025Q2: 2,484 shares; 2025Q3: 2,438 shares; 2025Q4: 2,442 shares; 2026Q1: 2,449 shares 2,449 $554K 0.03% +7 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 8,299 shares; 2025Q1: 9,042 shares; 2025Q2: 11,370 shares; 2025Q3: 9,185 shares; 2025Q4: 9,458 shares; 2026Q1: 9,825 shares 9,825 $546K 0.03% +367 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,450 shares; 2026Q1: 25,275 shares 25,275 $543K 0.03% -7,175 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,860 shares; 2024Q4: 5,762 shares; 2025Q1: 5,723 shares; 2025Q2: 5,529 shares; 2025Q3: 5,412 shares; 2025Q4: 5,215 shares; 2026Q1: 4,870 shares 4,870 $541K 0.03% -345 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,531 shares; 2025Q1: 2,512 shares; 2025Q2: 3,031 shares; 2025Q3: 2,775 shares; 2025Q4: 2,781 shares; 2026Q1: 2,792 shares 2,792 $539K 0.03% +11 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: 9,364 shares; 2024Q4: 9,485 shares; 2025Q1: 10,164 shares; 2025Q2: 9,769 shares; 2025Q3: 9,893 shares; 2025Q4: 9,852 shares; 2026Q1: 8,764 shares 8,764 $536K 0.03% -1,088 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,606 shares; 2025Q1: 3,520 shares; 2025Q2: 3,689 shares; 2025Q3: 2,567 shares; 2025Q4: 2,406 shares; 2026Q1: 2,177 shares 2,177 $528K 0.03% -229 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,821 shares; 2026Q1: 15,541 shares 15,541 $505K 0.03% -2,280 Timeline JAAA 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: 11,753 shares; 2024Q4: 12,381 shares; 2025Q1: 15,415 shares; 2025Q2: 15,261 shares; 2025Q3: 11,544 shares; 2025Q4: 9,923 shares; 2026Q1: 10,024 shares 10,024 $505K 0.03% +101 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,708 shares; 2025Q3: 1,653 shares; 2025Q4: 1,659 shares; 2026Q1: 1,656 shares 1,656 $501K 0.03% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,815 shares; 2025Q3: 3,807 shares; 2025Q4: 3,800 shares; 2026Q1: 3,049 shares 3,049 $500K 0.03% -751 Timeline JPIE 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: 6,700 shares; 2024Q4: 9,700 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares; 2026Q1: 10,800 shares 10,800 $498K 0.03% -1,000 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: 9,779 shares; 2024Q4: 7,434 shares; 2025Q1: 7,185 shares; 2025Q2: 6,679 shares; 2025Q3: 6,315 shares; 2025Q4: 6,422 shares; 2026Q1: 6,230 shares 6,230 $489K 0.03% -192 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,868 shares; 2024Q4: 23,473 shares; 2025Q1: 26,508 shares; 2025Q2: 26,508 shares; 2025Q3: 25,975 shares; 2025Q4: 24,671 shares; 2026Q1: 24,671 shares 24,671 $482K 0.03% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,954 shares; 2025Q1: 5,672 shares; 2025Q2: 5,107 shares; 2025Q3: 4,658 shares; 2025Q4: 4,665 shares; 2026Q1: 4,671 shares 4,671 $482K 0.03% +6 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,455 shares; 2024Q4: 23,455 shares; 2025Q1: 13,705 shares; 2025Q2: 12,755 shares; 2025Q3: 11,370 shares; 2025Q4: 11,211 shares; 2026Q1: 9,536 shares 9,536 $478K 0.03% -1,675 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,834 shares; 2025Q1: 2,836 shares; 2025Q2: 2,839 shares; 2025Q3: 2,847 shares; 2025Q4: 2,847 shares; 2026Q1: 2,848 shares 2,848 $472K 0.03% +1 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: 6,155 shares; 2024Q4: 6,060 shares; 2025Q1: 6,011 shares; 2025Q2: 6,175 shares; 2025Q3: 6,053 shares; 2025Q4: 6,089 shares; 2026Q1: 6,024 shares 6,024 $467K 0.03% -65 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,881 shares; 2024Q4: 19,881 shares; 2025Q1: 19,881 shares; 2025Q2: 19,881 shares; 2025Q3: 19,881 shares; 2025Q4: 19,881 shares; 2026Q1: 22,781 shares 22,781 $465K 0.03% +2,900 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,214 shares; 2026Q1: 23,846 shares 23,846 $453K 0.03% -5,368 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 8,274 shares 8,274 $452K 0.03% +2,024 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,424 shares; 2025Q4: 7,817 shares; 2026Q1: 10,542 shares 10,542 $448K 0.03% +2,725 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: 20,554 shares; 2024Q4: 20,827 shares; 2025Q1: 20,964 shares; 2025Q2: 20,944 shares; 2025Q3: 15,608 shares; 2025Q4: 15,442 shares; 2026Q1: 15,450 shares 15,450 $448K 0.03% +8 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 16,912 shares; 2025Q1: 10,609 shares; 2025Q2: 10,782 shares; 2025Q3: 10,836 shares; 2025Q4: 15,641 shares; 2026Q1: 19,044 shares 19,044 $444K 0.03% +3,403 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: 6,556 shares; 2024Q4: 7,488 shares; 2025Q1: 7,577 shares; 2025Q2: 7,618 shares; 2025Q3: 9,167 shares; 2025Q4: 6,305 shares; 2026Q1: 6,233 shares 6,233 $443K 0.03% -72 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,775 shares; 2025Q1: 4,169 shares; 2025Q2: 4,089 shares; 2025Q3: 3,058 shares; 2025Q4: 2,915 shares; 2026Q1: 3,029 shares 3,029 $443K 0.03% +114 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: 37,711 shares; 2024Q4: 37,288 shares; 2025Q1: 35,066 shares; 2025Q2: 22,278 shares; 2025Q3: 15,211 shares; 2025Q4: 14,730 shares; 2026Q1: 13,446 shares 13,446 $443K 0.03% -1,284 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,680 shares; 2024Q4: 6,680 shares; 2025Q1: 6,680 shares; 2025Q2: 6,703 shares; 2025Q3: 6,710 shares; 2025Q4: 6,735 shares; 2026Q1: 6,682 shares 6,682 $436K 0.03% -53 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: 5,926 shares; 2024Q4: 6,629 shares; 2025Q1: 6,735 shares; 2025Q2: 7,963 shares; 2025Q3: 8,034 shares; 2025Q4: 8,707 shares; 2026Q1: 8,329 shares 8,329 $433K 0.03% -378 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,219 shares; 2024Q4: 25,734 shares; 2025Q1: 26,555 shares; 2025Q2: 20,319 shares; 2025Q3: 19,869 shares; 2025Q4: 19,179 shares; 2026Q1: 13,622 shares 13,622 $431K 0.03% -5,557 Timeline VAW 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: 2,185 shares; 2024Q4: 1,697 shares; 2025Q1: 1,747 shares; 2025Q2: 1,854 shares; 2025Q3: 1,859 shares; 2025Q4: 1,864 shares; 2026Q1: 1,869 shares 1,869 $421K 0.03% +5 Timeline XAGG 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,443 shares 8,443 $419K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 2,203 shares; 2025Q1: 2,115 shares; 2025Q2: 2,506 shares; 2025Q3: 2,112 shares; 2025Q4: 2,085 shares; 2026Q1: 2,084 shares 2,084 $415K 0.02% -1 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: 1,351 shares; 2024Q4: 2,702 shares; 2025Q1: 2,716 shares; 2025Q2: 2,726 shares; 2025Q3: 2,574 shares; 2025Q4: 2,639 shares; 2026Q1: 2,576 shares 2,576 $413K 0.02% -63 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: 5,041 shares; 2024Q4: 4,116 shares; 2025Q1: 4,118 shares; 2025Q2: 4,248 shares; 2025Q3: 4,200 shares; 2025Q4: 4,334 shares; 2026Q1: 4,208 shares 4,208 $409K 0.02% -126 Timeline IMCB 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: 4,803 shares; 2024Q4: 4,803 shares; 2025Q1: 4,803 shares; 2025Q2: 4,803 shares; 2025Q3: 4,803 shares; 2025Q4: 4,803 shares; 2026Q1: 4,803 shares 4,803 $401K 0.02% 0 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: 2,521 shares; 2024Q4: 2,527 shares; 2025Q1: 2,589 shares; 2025Q2: 2,559 shares; 2025Q3: 2,434 shares; 2025Q4: 2,450 shares; 2026Q1: 2,407 shares 2,407 $398K 0.02% -43 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,929 shares; 2025Q1: 4,122 shares; 2025Q2: 3,404 shares; 2025Q3: 2,992 shares; 2025Q4: 3,091 shares; 2026Q1: 3,096 shares 3,096 $391K 0.02% +5 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 31,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 16,250 shares; 2026Q1: 20,760 shares 20,760 $387K 0.02% +4,510 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: 9,590 shares; 2024Q4: 9,600 shares; 2025Q1: 9,609 shares; 2025Q2: 8,915 shares; 2025Q3: 8,623 shares; 2025Q4: 8,624 shares; 2026Q1: 8,354 shares 8,354 $384K 0.02% -270 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,569 shares 3,569 $380K 0.02% +564 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: 1,078 shares; 2024Q4: 1,079 shares; 2025Q1: 1,091 shares; 2025Q2: 1,712 shares; 2025Q3: 1,737 shares; 2025Q4: 1,757 shares; 2026Q1: 1,220 shares 1,220 $379K 0.02% -537 Timeline FNOV 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: 5,704 shares; 2024Q4: 7,084 shares; 2025Q1: 7,084 shares; 2025Q2: 7,084 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares; 2026Q1: 7,084 shares 7,084 $378K 0.02% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,245 shares; 2025Q1: 5,254 shares; 2025Q2: 9,092 shares; 2025Q3: 6,568 shares; 2025Q4: 6,608 shares; 2026Q1: 6,530 shares 6,530 $376K 0.02% -78 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: 1,935 shares; 2024Q4: 1,901 shares; 2025Q1: 1,907 shares; 2025Q2: 1,917 shares; 2025Q3: 1,693 shares; 2025Q4: 1,626 shares; 2026Q1: 1,634 shares 1,634 $376K 0.02% +8 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: 6,530 shares; 2024Q4: 6,548 shares; 2025Q1: 6,390 shares; 2025Q2: 5,131 shares; 2025Q3: 4,872 shares; 2025Q4: 4,840 shares; 2026Q1: 3,829 shares 3,829 $370K 0.02% -1,011 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,950 shares; 2024Q4: 7,530 shares; 2025Q1: 6,575 shares; 2025Q2: 5,667 shares; 2025Q3: 5,700 shares; 2025Q4: 4,587 shares; 2026Q1: 3,971 shares 3,971 $366K 0.02% -616 Timeline OCTH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,820 shares; 2025Q1: 29,922 shares; 2025Q2: 21,772 shares; 2025Q3: 22,020 shares; 2025Q4: 19,900 shares; 2026Q1: 15,440 shares 15,440 $363K 0.02% -4,460 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,073 shares; 2024Q4: 20,073 shares; 2025Q1: 20,073 shares; 2025Q2: 20,073 shares; 2025Q3: 19,540 shares; 2025Q4: 18,908 shares; 2026Q1: 18,350 shares 18,350 $360K 0.02% -558 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: 9,980 shares; 2024Q4: 9,926 shares; 2025Q1: 9,009 shares; 2025Q2: 7,940 shares; 2025Q3: 6,821 shares; 2025Q4: 6,927 shares; 2026Q1: 7,173 shares 7,173 $360K 0.02% +246 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,049 shares; 2024Q4: 11,049 shares; 2025Q1: 11,049 shares; 2025Q2: 11,049 shares; 2025Q3: 11,049 shares; 2025Q4: 11,049 shares; 2026Q1: 9,887 shares 9,887 $358K 0.02% -1,162 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: not reported; 2024Q4: not reported; 2025Q1: 4,796 shares; 2025Q2: 4,890 shares; 2025Q3: 4,957 shares; 2025Q4: 5,066 shares; 2026Q1: 5,343 shares 5,343 $353K 0.02% +277 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 1,384 shares; 2025Q4: 1,374 shares; 2026Q1: 1,376 shares 1,376 $345K 0.02% +2 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: 1,705 shares; 2024Q4: 1,739 shares; 2025Q1: 1,672 shares; 2025Q2: 1,675 shares; 2025Q3: 1,762 shares; 2025Q4: 1,653 shares; 2026Q1: 1,703 shares 1,703 $338K 0.02% +50 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: 1,116 shares; 2024Q4: 1,042 shares; 2025Q1: 1,048 shares; 2025Q2: 1,077 shares; 2025Q3: 1,259 shares; 2025Q4: 1,293 shares; 2026Q1: 1,309 shares 1,309 $337K 0.02% +16 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: 4,692 shares; 2024Q4: 4,752 shares; 2025Q1: 4,797 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,084 shares; 2026Q1: 7,399 shares 7,399 $337K 0.02% +2,315 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,325 shares; 2024Q4: 96,226 shares; 2025Q1: 97,089 shares; 2025Q2: 78,161 shares; 2025Q3: 63,894 shares; 2025Q4: 31,874 shares; 2026Q1: 31,985 shares 31,985 $329K 0.02% +111 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 10,591 shares; 2025Q4: 12,613 shares; 2026Q1: 15,133 shares 15,133 $328K 0.02% +2,520 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,058 shares; 2025Q3: 7,367 shares; 2025Q4: 7,376 shares; 2026Q1: 6,616 shares 6,616 $327K 0.02% -760 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: 18,716 shares; 2024Q4: 11,805 shares; 2025Q1: 11,805 shares; 2025Q2: 10,260 shares; 2025Q3: 6,718 shares; 2025Q4: 6,508 shares; 2026Q1: 6,508 shares 6,508 $325K 0.02% 0 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: 768 shares; 2024Q4: 834 shares; 2025Q1: 854 shares; 2025Q2: 1,005 shares; 2025Q3: 883 shares; 2025Q4: 985 shares; 2026Q1: 1,061 shares 1,061 $321K 0.02% +76 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,000 shares; 2024Q4: 83,000 shares; 2025Q1: 83,000 shares; 2025Q2: 83,000 shares; 2025Q3: 83,000 shares; 2025Q4: 90,500 shares; 2026Q1: 90,500 shares 90,500 $319K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 6,692 shares; 2025Q1: 6,240 shares; 2025Q2: 6,021 shares; 2025Q3: 6,021 shares; 2025Q4: 3,113 shares; 2026Q1: 3,113 shares 3,113 $318K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $318K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,500 shares; 2025Q1: 1,218 shares; 2025Q2: 1,118 shares; 2025Q3: 1,117 shares; 2025Q4: 1,341 shares; 2026Q1: 1,268 shares 1,268 $314K 0.02% -73 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $314K 0.02% 0 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,064 shares 8,064 $312K 0.02% new 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: 1,197 shares; 2024Q4: 1,197 shares; 2025Q1: 1,233 shares; 2025Q2: 1,243 shares; 2025Q3: 1,247 shares; 2025Q4: 1,314 shares; 2026Q1: 1,317 shares 1,317 $311K 0.02% +3 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: 1,317 shares; 2024Q4: 1,254 shares; 2025Q1: 1,202 shares; 2025Q2: 1,602 shares; 2025Q3: 1,567 shares; 2025Q4: 1,102 shares; 2026Q1: 1,122 shares 1,122 $304K 0.02% +20 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: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: 640 shares; 2025Q3: 724 shares; 2025Q4: 725 shares; 2026Q1: 736 shares 736 $300K 0.02% +11 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: 11,264 shares; 2024Q4: 11,288 shares; 2025Q1: 11,089 shares; 2025Q2: 9,466 shares; 2025Q3: 6,178 shares; 2025Q4: 6,123 shares; 2026Q1: 6,098 shares 6,098 $297K 0.02% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,410 shares; 2025Q4: 6,344 shares; 2026Q1: 8,702 shares 8,702 $296K 0.02% +2,358 Timeline ISOU ISOENERGY LTD More: the full row for ISOENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,000 shares; 2025Q3: 19,200 shares; 2025Q4: 23,200 shares; 2026Q1: 27,800 shares 27,800 $293K 0.02% +4,600 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: not reported; 2024Q4: not reported; 2025Q1: 1,141 shares; 2025Q2: 1,138 shares; 2025Q3: 788 shares; 2025Q4: 1,210 shares; 2026Q1: 1,031 shares 1,031 $292K 0.02% -179 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: 3,763 shares; 2024Q4: 3,663 shares; 2025Q1: 3,682 shares; 2025Q2: 3,682 shares; 2025Q3: 3,430 shares; 2025Q4: 2,451 shares; 2026Q1: 2,455 shares 2,455 $291K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,403 shares; 2025Q4: 3,663 shares; 2026Q1: 3,911 shares 3,911 $291K 0.02% +248 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,112 shares; 2025Q1: 3,236 shares; 2025Q2: 3,266 shares; 2025Q3: 3,348 shares; 2025Q4: 3,622 shares; 2026Q1: 3,645 shares 3,645 $281K 0.02% +23 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: 10,381 shares; 2024Q4: 10,311 shares; 2025Q1: 9,037 shares; 2025Q2: 8,994 shares; 2025Q3: 6,033 shares; 2025Q4: 6,033 shares; 2026Q1: 6,033 shares 6,033 $280K 0.02% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,157 shares; 2026Q1: 3,732 shares 3,732 $272K 0.02% -425 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,769 shares; 2025Q4: 7,818 shares; 2026Q1: 7,829 shares 7,829 $270K 0.02% +11 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,407 shares; 2026Q1: 7,396 shares 7,396 $270K 0.02% -1,011 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 305 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $269K 0.02% 0 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: 4,815 shares; 2024Q4: 4,815 shares; 2025Q1: 4,838 shares; 2025Q2: 4,875 shares; 2025Q3: 4,715 shares; 2025Q4: 4,727 shares; 2026Q1: 4,727 shares 4,727 $269K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,797 shares; 2025Q1: 2,835 shares; 2025Q2: 2,462 shares; 2025Q3: 2,465 shares; 2025Q4: 2,468 shares; 2026Q1: 2,592 shares 2,592 $266K 0.02% +124 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,214 shares; 2025Q2: 3,173 shares; 2025Q3: 3,669 shares; 2025Q4: 3,736 shares; 2026Q1: 3,685 shares 3,685 $265K 0.02% -51 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,801 shares; 2026Q1: 5,011 shares 5,011 $263K 0.02% -790 Timeline PTEU PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,182 shares; 2026Q1: 8,736 shares 8,736 $260K 0.02% -1,446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,821 shares; 2026Q1: 1,377 shares 1,377 $254K 0.02% -444 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares; 2026Q1: 20,500 shares 20,500 $253K 0.02% +4,000 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,570 shares; 2026Q1: 7,034 shares 7,034 $249K 0.01% +464 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,198 shares 7,198 $244K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 2,748 shares; 2025Q4: 2,615 shares; 2026Q1: 2,623 shares 2,623 $243K 0.01% +8 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,500 shares; 2026Q1: 20,500 shares 20,500 $238K 0.01% +5,000 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,854 shares; 2024Q4: 17,569 shares; 2025Q1: 17,523 shares; 2025Q2: 13,760 shares; 2025Q3: 13,670 shares; 2025Q4: 10,194 shares; 2026Q1: 6,754 shares 6,754 $237K 0.01% -3,440 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,314 shares; 2025Q1: 2,280 shares; 2025Q2: 2,323 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,933 shares 1,933 $234K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099 shares; 2025Q4: 1,104 shares; 2026Q1: 1,135 shares 1,135 $231K 0.01% +31 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $227K 0.01% 0 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: 1,043 shares; 2024Q4: 1,111 shares; 2025Q1: 1,111 shares; 2025Q2: 1,100 shares; 2025Q3: 1,105 shares; 2025Q4: 1,158 shares; 2026Q1: 1,203 shares 1,203 $225K 0.01% +45 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,336 shares; 2025Q4: 2,387 shares; 2026Q1: 2,436 shares 2,436 $223K 0.01% +49 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,920 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,172 shares; 2025Q4: not reported; 2026Q1: 7,907 shares 7,907 $222K 0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,937 shares; 2024Q4: 49,937 shares; 2025Q1: 49,937 shares; 2025Q2: 49,937 shares; 2025Q3: 49,937 shares; 2025Q4: 49,937 shares; 2026Q1: 42,937 shares 42,937 $219K 0.01% -7,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,020 shares 3,020 $211K 0.01% new Timeline VMBS 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: not reported; 2025Q4: 4,464 shares; 2026Q1: 4,492 shares 4,492 $211K 0.01% +28 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: not reported; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 439 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 424 shares 424 $210K 0.01% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 13,500 shares; 2026Q1: 11,500 shares 11,500 $210K 0.01% -2,000 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares 618 $209K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,074 shares; 2026Q1: 2,075 shares 2,075 $209K 0.01% +1 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: 14,230 shares; 2024Q4: 13,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,296 shares; 2025Q4: 2,410 shares; 2026Q1: 2,408 shares 2,408 $209K 0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,578 shares 1,578 $208K 0.01% new Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,188 shares; 2025Q3: 7,188 shares; 2025Q4: 7,188 shares; 2026Q1: 6,515 shares 6,515 $208K 0.01% -673 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 353 shares 353 $208K 0.01% -1 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,804 shares 1,804 $207K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY 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: 2,202 shares; 2025Q4: not reported; 2026Q1: 2,262 shares 2,262 $206K 0.01% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,964 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares 3,964 $205K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,574 shares; 2025Q1: 1,762 shares; 2025Q2: 1,988 shares; 2025Q3: 1,416 shares; 2025Q4: 1,395 shares; 2026Q1: 1,393 shares 1,393 $205K 0.01% -2 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,818 shares; 2025Q3: 2,300 shares; 2025Q4: 2,258 shares; 2026Q1: 2,117 shares 2,117 $204K 0.01% -141 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,417 shares; 2025Q4: 5,422 shares; 2026Q1: 5,427 shares 5,427 $203K 0.01% +5 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,938 shares; 2024Q4: 27,938 shares; 2025Q1: 27,938 shares; 2025Q2: 27,938 shares; 2025Q3: 27,938 shares; 2025Q4: 27,938 shares; 2026Q1: 27,938 shares 27,938 $203K 0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,362 shares; 2026Q1: 2,365 shares 2,365 $201K 0.01% +3 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 10,500 shares; 2026Q1: 10,552 shares 10,552 $198K 0.01% +52 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,883 shares; 2024Q4: 71,947 shares; 2025Q1: 71,242 shares; 2025Q2: 72,033 shares; 2025Q3: 48,656 shares; 2025Q4: 39,426 shares; 2026Q1: 40,007 shares 40,007 $185K 0.01% +581 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI 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: 18,594 shares 18,594 $160K 0.01% new Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 28,000 shares; 2025Q1: 38,000 shares; 2025Q2: 41,500 shares; 2025Q3: 31,500 shares; 2025Q4: 69,000 shares; 2026Q1: 74,000 shares 74,000 $133K 0.01% +5,000 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,686 shares; 2025Q1: 17,336 shares; 2025Q2: 17,336 shares; 2025Q3: 16,686 shares; 2025Q4: 16,686 shares; 2026Q1: 16,686 shares 16,686 $117K 0.01% 0 Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $65.7K <0.01% new Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,854 shares; 2024Q4: 18,363 shares; 2025Q1: 18,245 shares; 2025Q2: 18,245 shares; 2025Q3: 18,239 shares; 2025Q4: not reported; 2026Q1: 17,457 shares 17,457 $25.3K <0.01% new Timeline