BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $80.4M 11.81% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,270 shares; 2024Q4: 114,270 shares; 2025Q1: 112,767 shares; 2025Q2: 114,619 shares; 2025Q3: 117,478 shares; 2025Q4: 118,119 shares; 2026Q1: 122,372 shares 122,372 $79.9M 11.74% +4,253 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297,469 shares; 2026Q1: 339,426 shares 339,426 $26.3M 3.87% +41,957 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: 42,641 shares; 2024Q4: 42,641 shares; 2025Q1: 43,696 shares; 2025Q2: 48,154 shares; 2025Q3: 51,096 shares; 2025Q4: 50,845 shares; 2026Q1: 50,694 shares 50,694 $24.3M 3.57% -151 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: 36,115 shares; 2024Q4: 36,115 shares; 2025Q1: 35,806 shares; 2025Q2: 43,458 shares; 2025Q3: 93,112 shares; 2025Q4: 349,562 shares; 2026Q1: 359,539 shares 359,539 $24.3M 3.57% +9,977 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: 250,574 shares; 2024Q4: 250,574 shares; 2025Q1: 252,107 shares; 2025Q2: 244,014 shares; 2025Q3: 247,419 shares; 2025Q4: 244,249 shares; 2026Q1: 228,169 shares 228,169 $21.2M 3.11% -16,080 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: 26,247 shares; 2024Q4: 26,247 shares; 2025Q1: 26,017 shares; 2025Q2: 28,560 shares; 2025Q3: 28,544 shares; 2025Q4: 90,966 shares; 2026Q1: 91,279 shares 91,279 $17.9M 2.63% +313 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,053 shares; 2024Q4: 382,053 shares; 2025Q1: 383,465 shares; 2025Q2: 437,588 shares; 2025Q3: 439,551 shares; 2025Q4: 428,720 shares; 2026Q1: 468,270 shares 468,270 $16.4M 2.41% +39,550 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,968 shares; 2024Q4: 103,968 shares; 2025Q1: 102,800 shares; 2025Q2: 92,472 shares; 2025Q3: 91,453 shares; 2025Q4: 89,858 shares; 2026Q1: 82,502 shares 82,502 $15.8M 2.32% -7,356 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,000 shares; 2024Q4: 261,000 shares; 2025Q1: 260,209 shares; 2025Q2: 240,213 shares; 2025Q3: 234,822 shares; 2025Q4: 224,760 shares; 2026Q1: 220,184 shares 220,184 $15.5M 2.27% -4,576 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,192 shares; 2024Q4: 11,192 shares; 2025Q1: 11,192 shares; 2025Q2: 126,672 shares; 2025Q3: 145,609 shares; 2025Q4: 320,178 shares; 2026Q1: 380,405 shares 380,405 $14.8M 2.18% +60,227 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: 158,873 shares; 2024Q4: 158,873 shares; 2025Q1: 158,783 shares; 2025Q2: 152,691 shares; 2025Q3: 157,991 shares; 2025Q4: 165,718 shares; 2026Q1: 167,790 shares 167,790 $14.8M 2.17% +2,072 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,212 shares; 2024Q4: 24,212 shares; 2025Q1: 26,095 shares; 2025Q2: 17,408 shares; 2025Q3: 21,171 shares; 2025Q4: 27,449 shares; 2026Q1: 121,520 shares 121,520 $14.1M 2.08% +94,071 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,483 shares; 2024Q4: 58,483 shares; 2025Q1: 57,254 shares; 2025Q2: 53,861 shares; 2025Q3: 53,304 shares; 2025Q4: 52,761 shares; 2026Q1: 51,056 shares 51,056 $12.3M 1.8% -1,705 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: 49,605 shares; 2024Q4: 49,605 shares; 2025Q1: 49,683 shares; 2025Q2: 49,625 shares; 2025Q3: 49,250 shares; 2025Q4: 49,176 shares; 2026Q1: 48,248 shares 48,248 $10.5M 1.54% -928 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,116 shares; 2024Q4: 32,116 shares; 2025Q1: 33,296 shares; 2025Q2: 33,809 shares; 2025Q3: 35,165 shares; 2025Q4: 39,012 shares; 2026Q1: 40,468 shares 40,468 $8.85M 1.3% +1,456 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: 60,387 shares; 2024Q4: 60,387 shares; 2025Q1: 61,355 shares; 2025Q2: 60,318 shares; 2025Q3: 60,716 shares; 2025Q4: 60,819 shares; 2026Q1: 61,998 shares 61,998 $8.83M 1.3% +1,179 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,804 shares; 2024Q4: 36,804 shares; 2025Q1: 37,590 shares; 2025Q2: 37,230 shares; 2025Q3: 42,106 shares; 2025Q4: 46,870 shares; 2026Q1: 49,730 shares 49,730 $8.16M 1.2% +2,860 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,314 shares; 2024Q4: 138,314 shares; 2025Q1: 135,885 shares; 2025Q2: 132,139 shares; 2025Q3: 130,752 shares; 2025Q4: 128,166 shares; 2026Q1: 152,531 shares 152,531 $7.95M 1.17% +24,365 Timeline TCV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284,915 shares 284,915 $7.9M 1.16% new Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271,745 shares 271,745 $7.87M 1.16% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,372 shares; 2024Q4: 398,372 shares; 2025Q1: 398,071 shares; 2025Q2: 393,009 shares; 2025Q3: 408,550 shares; 2025Q4: 405,618 shares; 2026Q1: 357,699 shares 357,699 $7.82M 1.15% -47,919 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,564 shares; 2024Q4: 35,564 shares; 2025Q1: 36,763 shares; 2025Q2: 41,159 shares; 2025Q3: 43,689 shares; 2025Q4: 49,821 shares; 2026Q1: 52,690 shares 52,690 $7.77M 1.14% +2,869 Timeline IDHQ 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: 47,880 shares; 2025Q2: 123,410 shares; 2025Q3: 184,197 shares; 2025Q4: 176,561 shares; 2026Q1: 214,430 shares 214,430 $7.58M 1.11% +37,869 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: 68,776 shares; 2024Q4: 68,776 shares; 2025Q1: 55,973 shares; 2025Q2: 70,466 shares; 2025Q3: 55,147 shares; 2025Q4: 61,693 shares; 2026Q1: 88,181 shares 88,181 $7.28M 1.07% +26,488 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: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,382 shares; 2025Q2: 9,147 shares; 2025Q3: 11,661 shares; 2025Q4: 11,341 shares; 2026Q1: 11,066 shares 11,066 $7.2M 1.06% -275 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,248 shares; 2025Q4: 1,083 shares; 2026Q1: 21,529 shares 21,529 $7.08M 1.04% +20,446 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,333 shares; 2024Q4: 95,333 shares; 2025Q1: 93,537 shares; 2025Q2: 85,104 shares; 2025Q3: 81,417 shares; 2025Q4: 78,246 shares; 2026Q1: 75,724 shares 75,724 $6.92M 1.02% -2,522 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: 101,767 shares; 2024Q4: 101,767 shares; 2025Q1: 101,080 shares; 2025Q2: 93,206 shares; 2025Q3: 92,177 shares; 2025Q4: 90,749 shares; 2026Q1: 88,689 shares 88,689 $6.67M 0.98% -2,060 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,060 shares 83,060 $6.56M 0.96% new 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: 41,821 shares; 2024Q4: 41,821 shares; 2025Q1: 41,567 shares; 2025Q2: 37,528 shares; 2025Q3: 36,488 shares; 2025Q4: 36,554 shares; 2026Q1: 31,871 shares 31,871 $6.12M 0.9% -4,683 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: 25,664 shares; 2024Q4: 25,664 shares; 2025Q1: 25,209 shares; 2025Q2: 22,228 shares; 2025Q3: 21,938 shares; 2025Q4: 27,219 shares; 2026Q1: 22,335 shares 22,335 $5.67M 0.83% -4,884 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,196 shares; 2024Q4: 49,196 shares; 2025Q1: 48,415 shares; 2025Q2: 40,505 shares; 2025Q3: 40,419 shares; 2025Q4: 39,015 shares; 2026Q1: 39,520 shares 39,520 $5.62M 0.83% +505 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: 66,955 shares; 2024Q4: 66,955 shares; 2025Q1: 65,453 shares; 2025Q2: 64,177 shares; 2025Q3: 62,978 shares; 2025Q4: 61,144 shares; 2026Q1: 72,366 shares 72,366 $5.15M 0.76% +11,222 Timeline EEMV 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: 92,496 shares; 2024Q4: 92,496 shares; 2025Q1: 90,317 shares; 2025Q2: 84,266 shares; 2025Q3: 82,415 shares; 2025Q4: 80,016 shares; 2026Q1: 78,350 shares 78,350 $5.07M 0.74% -1,666 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: 44,909 shares; 2024Q4: 44,909 shares; 2025Q1: 44,736 shares; 2025Q2: 44,810 shares; 2025Q3: 44,921 shares; 2025Q4: 44,945 shares; 2026Q1: 44,809 shares 44,809 $4.6M 0.68% -136 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,703 shares; 2024Q4: 30,703 shares; 2025Q1: 31,121 shares; 2025Q2: 30,958 shares; 2025Q3: 30,514 shares; 2025Q4: 31,957 shares; 2026Q1: 31,723 shares 31,723 $4.39M 0.64% -234 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: 8,189 shares; 2024Q4: 8,189 shares; 2025Q1: 7,917 shares; 2025Q2: 7,565 shares; 2025Q3: 7,345 shares; 2025Q4: 7,325 shares; 2026Q1: 6,995 shares 6,995 $4.18M 0.61% -330 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: 14,585 shares; 2024Q4: 14,585 shares; 2025Q1: 14,876 shares; 2025Q2: 14,952 shares; 2025Q3: 15,360 shares; 2025Q4: 19,596 shares; 2026Q1: 19,418 shares 19,418 $4.04M 0.59% -178 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,580 shares; 2024Q4: 224,580 shares; 2025Q1: 224,000 shares; 2025Q2: 253,700 shares; 2025Q3: 253,395 shares; 2025Q4: 252,794 shares; 2026Q1: 252,100 shares 252,100 $4M 0.59% -694 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,574 shares; 2024Q4: 31,574 shares; 2025Q1: 33,308 shares; 2025Q2: 33,255 shares; 2025Q3: 33,353 shares; 2025Q4: 32,318 shares; 2026Q1: 32,249 shares 32,249 $3.62M 0.53% -69 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: 31,151 shares; 2024Q4: 31,151 shares; 2025Q1: 30,814 shares; 2025Q2: 27,005 shares; 2025Q3: 26,850 shares; 2025Q4: 26,916 shares; 2026Q1: 28,461 shares 28,461 $3.54M 0.52% +1,545 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: 9,187 shares; 2024Q4: 9,187 shares; 2025Q1: 9,097 shares; 2025Q2: 9,911 shares; 2025Q3: 9,687 shares; 2025Q4: 10,058 shares; 2026Q1: 9,558 shares 9,558 $3.54M 0.52% -500 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: 11,353 shares; 2024Q4: 11,353 shares; 2025Q1: 11,270 shares; 2025Q2: 11,322 shares; 2025Q3: 11,327 shares; 2025Q4: 11,284 shares; 2026Q1: 11,099 shares 11,099 $3.26M 0.48% -185 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: 7,900 shares; 2024Q4: 7,900 shares; 2025Q1: 7,745 shares; 2025Q2: 28,860 shares; 2025Q3: 52,848 shares; 2025Q4: 55,388 shares; 2026Q1: 47,506 shares 47,506 $3.24M 0.48% -7,882 Timeline TAXE 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: 25,000 shares; 2025Q3: 56,905 shares; 2025Q4: 56,905 shares; 2026Q1: 56,905 shares 56,905 $2.89M 0.42% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,275 shares; 2026Q1: 34,275 shares 34,275 $2.76M 0.41% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 5,053 shares; 2025Q1: 5,132 shares; 2025Q2: 4,487 shares; 2025Q3: 5,112 shares; 2025Q4: 5,848 shares; 2026Q1: 18,447 shares 18,447 $2.55M 0.37% +12,599 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: 10,984 shares; 2024Q4: 10,984 shares; 2025Q1: 11,061 shares; 2025Q2: 10,701 shares; 2025Q3: 11,033 shares; 2025Q4: 11,008 shares; 2026Q1: 9,871 shares 9,871 $2.41M 0.35% -1,137 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,518 shares; 2024Q4: 28,518 shares; 2025Q1: 28,453 shares; 2025Q2: 27,946 shares; 2025Q3: 27,883 shares; 2025Q4: 28,116 shares; 2026Q1: 27,800 shares 27,800 $2.37M 0.35% -316 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: 3,613 shares; 2024Q4: 3,613 shares; 2025Q1: 3,404 shares; 2025Q2: 5,327 shares; 2025Q3: 5,334 shares; 2025Q4: 7,050 shares; 2026Q1: 6,971 shares 6,971 $2.36M 0.35% -79 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: 73,887 shares; 2024Q4: 73,887 shares; 2025Q1: 73,967 shares; 2025Q2: 49,197 shares; 2025Q3: 49,196 shares; 2025Q4: 49,699 shares; 2026Q1: 49,363 shares 49,363 $2.28M 0.34% -336 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,917 shares; 2024Q4: 40,917 shares; 2025Q1: 41,855 shares; 2025Q2: 41,788 shares; 2025Q3: 41,680 shares; 2025Q4: 42,046 shares; 2026Q1: 41,724 shares 41,724 $2.19M 0.32% -322 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: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,646 shares; 2025Q2: 2,645 shares; 2025Q3: 3,423 shares; 2025Q4: 3,439 shares; 2026Q1: 3,530 shares 3,530 $2.04M 0.3% +91 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,197 shares; 2024Q4: 9,197 shares; 2025Q1: 8,340 shares; 2025Q2: 12,940 shares; 2025Q3: 16,614 shares; 2025Q4: 16,489 shares; 2026Q1: 22,154 shares 22,154 $2.01M 0.29% +5,665 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: 13,607 shares; 2024Q4: 13,607 shares; 2025Q1: 13,858 shares; 2025Q2: 13,695 shares; 2025Q3: 13,704 shares; 2025Q4: 13,634 shares; 2026Q1: 13,369 shares 13,369 $1.93M 0.28% -265 Timeline DNL 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: 43,801 shares; 2024Q4: 43,801 shares; 2025Q1: 43,939 shares; 2025Q2: 44,308 shares; 2025Q3: 44,925 shares; 2025Q4: 45,045 shares; 2026Q1: 45,089 shares 45,089 $1.82M 0.27% +44 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: 11,074 shares; 2024Q4: 11,074 shares; 2025Q1: 9,897 shares; 2025Q2: 10,032 shares; 2025Q3: 9,860 shares; 2025Q4: 9,705 shares; 2026Q1: 9,769 shares 9,769 $1.8M 0.26% +64 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: 18,426 shares; 2024Q4: 18,426 shares; 2025Q1: 17,726 shares; 2025Q2: 16,290 shares; 2025Q3: 16,290 shares; 2025Q4: 16,290 shares; 2026Q1: 18,217 shares 18,217 $1.77M 0.26% +1,927 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: 11,231 shares; 2024Q4: 11,231 shares; 2025Q1: 13,183 shares; 2025Q2: 14,665 shares; 2025Q3: 15,713 shares; 2025Q4: 16,336 shares; 2026Q1: 17,697 shares 17,697 $1.72M 0.25% +1,361 Timeline CZA 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: 15,785 shares; 2024Q4: 15,785 shares; 2025Q1: 15,785 shares; 2025Q2: 15,535 shares; 2025Q3: 15,535 shares; 2025Q4: 15,535 shares; 2026Q1: 15,526 shares 15,526 $1.71M 0.25% -9 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: 2,915 shares; 2024Q4: 2,915 shares; 2025Q1: 2,928 shares; 2025Q2: 2,856 shares; 2025Q3: 2,783 shares; 2025Q4: 2,638 shares; 2026Q1: 2,271 shares 2,271 $1.61M 0.24% -367 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,858 shares; 2025Q2: 33,401 shares; 2025Q3: 16,681 shares; 2025Q4: 30,684 shares; 2026Q1: 43,621 shares 43,621 $1.61M 0.24% +12,937 Timeline AIVL 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: 14,474 shares; 2024Q4: 14,474 shares; 2025Q1: 14,099 shares; 2025Q2: 13,394 shares; 2025Q3: 13,334 shares; 2025Q4: 13,125 shares; 2026Q1: 13,337 shares 13,337 $1.54M 0.23% +212 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,729 shares; 2025Q1: 4,975 shares; 2025Q2: 4,752 shares; 2025Q3: 4,753 shares; 2025Q4: 4,771 shares; 2026Q1: 4,470 shares 4,470 $1.47M 0.22% -301 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: 9,166 shares; 2024Q4: 9,166 shares; 2025Q1: 9,184 shares; 2025Q2: 15,617 shares; 2025Q3: 16,704 shares; 2025Q4: 16,022 shares; 2026Q1: 21,007 shares 21,007 $1.47M 0.22% +4,985 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,188 shares; 2025Q1: 3,082 shares; 2025Q2: 2,521 shares; 2025Q3: 4,192 shares; 2025Q4: 3,946 shares; 2026Q1: 3,946 shares 3,946 $1.46M 0.21% 0 Timeline AIRR 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: 13,344 shares; 2024Q4: 13,344 shares; 2025Q1: 13,344 shares; 2025Q2: 13,344 shares; 2025Q3: 13,174 shares; 2025Q4: 13,174 shares; 2026Q1: 13,174 shares 13,174 $1.46M 0.21% 0 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: 5,829 shares; 2024Q4: 5,829 shares; 2025Q1: 5,838 shares; 2025Q2: 7,002 shares; 2025Q3: 6,873 shares; 2025Q4: 6,446 shares; 2026Q1: 6,425 shares 6,425 $1.38M 0.2% -21 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: 4,919 shares; 2024Q4: 4,919 shares; 2025Q1: 4,913 shares; 2025Q2: 4,398 shares; 2025Q3: 4,846 shares; 2025Q4: 5,247 shares; 2026Q1: 5,547 shares 5,547 $1.38M 0.2% +300 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: 9,282 shares; 2024Q4: 9,282 shares; 2025Q1: 9,150 shares; 2025Q2: 8,707 shares; 2025Q3: 7,973 shares; 2025Q4: 8,077 shares; 2026Q1: 7,737 shares 7,737 $1.31M 0.19% -340 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: 2,146 shares; 2024Q4: 2,146 shares; 2025Q1: 2,119 shares; 2025Q2: 2,165 shares; 2025Q3: 2,160 shares; 2025Q4: 2,134 shares; 2026Q1: 2,924 shares 2,924 $1.26M 0.18% +790 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 3,080 shares; 2025Q2: 2,946 shares; 2025Q3: 2,575 shares; 2025Q4: 2,569 shares; 2026Q1: 2,594 shares 2,594 $1.2M 0.18% +25 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: 14,178 shares; 2024Q4: 14,178 shares; 2025Q1: 14,096 shares; 2025Q2: 14,047 shares; 2025Q3: 13,911 shares; 2025Q4: 13,447 shares; 2026Q1: 13,330 shares 13,330 $1.17M 0.17% -117 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: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,110 shares; 2025Q2: 3,331 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,605 shares 11,605 $1.15M 0.17% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 10,307 shares; 2025Q1: 10,291 shares; 2025Q2: 10,841 shares; 2025Q3: 10,841 shares; 2025Q4: 10,651 shares; 2026Q1: 10,465 shares 10,465 $1.12M 0.17% -186 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: 9,698 shares; 2024Q4: 9,698 shares; 2025Q1: 10,015 shares; 2025Q2: 10,601 shares; 2025Q3: 10,998 shares; 2025Q4: 9,990 shares; 2026Q1: 9,003 shares 9,003 $1.12M 0.16% -987 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: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,952 shares; 2025Q2: 1,810 shares; 2025Q3: 2,352 shares; 2025Q4: 4,546 shares; 2026Q1: 3,786 shares 3,786 $1.09M 0.16% -760 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: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares; 2026Q1: 2,898 shares 2,898 $1.06M 0.16% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,349 shares; 2024Q4: 10,349 shares; 2025Q1: 13,300 shares; 2025Q2: 15,029 shares; 2025Q3: 15,267 shares; 2025Q4: 14,733 shares; 2026Q1: 14,597 shares 14,597 $1.05M 0.15% -136 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: 3,411 shares; 2024Q4: 3,411 shares; 2025Q1: 3,429 shares; 2025Q2: 3,422 shares; 2025Q3: 3,358 shares; 2025Q4: 3,378 shares; 2026Q1: 3,341 shares 3,341 $1.04M 0.15% -37 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 1,966 shares; 2025Q2: 1,965 shares; 2025Q3: 1,897 shares; 2025Q4: 1,889 shares; 2026Q1: 1,821 shares 1,821 $1.03M 0.15% -68 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,588 shares; 2025Q3: 12,650 shares; 2025Q4: 15,878 shares; 2026Q1: 20,090 shares 20,090 $1.02M 0.15% +4,212 Timeline FXR 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: 12,135 shares; 2024Q4: 12,135 shares; 2025Q1: 12,135 shares; 2025Q2: 12,135 shares; 2025Q3: 12,135 shares; 2025Q4: 12,135 shares; 2026Q1: 12,135 shares 12,135 $991K 0.15% 0 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,397 shares 36,397 $979K 0.14% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,364 shares; 2024Q4: 8,364 shares; 2025Q1: 10,114 shares; 2025Q2: 10,114 shares; 2025Q3: 10,114 shares; 2025Q4: 10,114 shares; 2026Q1: 10,114 shares 10,114 $903K 0.13% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,508 shares; 2025Q1: 2,501 shares; 2025Q2: 2,513 shares; 2025Q3: 2,514 shares; 2025Q4: 2,512 shares; 2026Q1: 2,493 shares 2,493 $892K 0.13% -19 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,957 shares; 2025Q3: 31,957 shares; 2025Q4: 12,674 shares; 2026Q1: 23,993 shares 23,993 $850K 0.12% +11,319 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: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,181 shares; 2025Q2: 2,098 shares; 2025Q3: 2,107 shares; 2025Q4: 2,980 shares; 2026Q1: 2,797 shares 2,797 $845K 0.12% -183 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,830 shares; 2025Q3: 3,773 shares; 2025Q4: 4,048 shares; 2026Q1: 3,532 shares 3,532 $839K 0.12% -516 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,470 shares; 2024Q4: 8,470 shares; 2025Q1: 8,329 shares; 2025Q2: 6,633 shares; 2025Q3: 6,570 shares; 2025Q4: 6,398 shares; 2026Q1: 6,921 shares 6,921 $827K 0.12% +523 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: 8,755 shares; 2024Q4: 8,755 shares; 2025Q1: 26,265 shares; 2025Q2: 26,265 shares; 2025Q3: 26,265 shares; 2025Q4: 26,265 shares; 2026Q1: 26,265 shares 26,265 $801K 0.12% 0 Timeline ESG 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: 4,858 shares; 2024Q4: 4,858 shares; 2025Q1: 4,875 shares; 2025Q2: 5,165 shares; 2025Q3: 5,164 shares; 2025Q4: 5,164 shares; 2026Q1: 5,164 shares 5,164 $784K 0.12% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,562 shares; 2025Q1: 5,578 shares; 2025Q2: 5,906 shares; 2025Q3: 5,905 shares; 2025Q4: 5,905 shares; 2026Q1: 5,905 shares 5,905 $780K 0.11% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,491 shares; 2025Q1: 3,332 shares; 2025Q2: 2,960 shares; 2025Q3: 3,063 shares; 2025Q4: 2,913 shares; 2026Q1: 2,685 shares 2,685 $770K 0.11% -228 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 14,360 shares; 2025Q3: 14,360 shares; 2025Q4: 14,360 shares; 2026Q1: 16,277 shares 16,277 $765K 0.11% +1,917 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,126 shares; 2024Q4: 19,126 shares; 2025Q1: 19,126 shares; 2025Q2: 17,331 shares; 2025Q3: 16,558 shares; 2025Q4: 16,558 shares; 2026Q1: 22,243 shares 22,243 $755K 0.11% +5,685 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares; 2026Q1: 4,875 shares 4,875 $751K 0.11% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,035 shares; 2024Q4: 77,035 shares; 2025Q1: 74,006 shares; 2025Q2: 55,244 shares; 2025Q3: 53,044 shares; 2025Q4: 47,730 shares; 2026Q1: 47,589 shares 47,589 $745K 0.11% -141 Timeline ESGG 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: 3,310 shares; 2024Q4: 3,310 shares; 2025Q1: 3,330 shares; 2025Q2: 3,564 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares; 2026Q1: 3,563 shares 3,563 $712K 0.1% 0 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: 237 shares; 2024Q4: 237 shares; 2025Q1: 260 shares; 2025Q2: 297 shares; 2025Q3: 301 shares; 2025Q4: 702 shares; 2026Q1: 697 shares 697 $695K 0.1% -5 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,686 shares; 2025Q2: 2,592 shares; 2025Q3: 2,389 shares; 2025Q4: 2,499 shares; 2026Q1: 2,099 shares 2,099 $690K 0.1% -400 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,290 shares; 2025Q2: 75,870 shares; 2025Q3: 30,510 shares; 2025Q4: 30,510 shares; 2026Q1: 30,510 shares 30,510 $686K 0.1% 0 Timeline XMLV 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: 12,242 shares; 2024Q4: 12,242 shares; 2025Q1: 12,158 shares; 2025Q2: 11,926 shares; 2025Q3: 11,640 shares; 2025Q4: 10,754 shares; 2026Q1: 10,685 shares 10,685 $673K 0.1% -69 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: 11,599 shares; 2025Q1: 5,111 shares; 2025Q2: 3,209 shares; 2025Q3: 5,366 shares; 2025Q4: 4,866 shares; 2026Q1: 4,658 shares 4,658 $647K 0.1% -208 Timeline SVAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,954 shares; 2024Q4: 24,954 shares; 2025Q1: 23,753 shares; 2025Q2: 19,635 shares; 2025Q3: 19,603 shares; 2025Q4: 17,880 shares; 2026Q1: 17,700 shares 17,700 $636K 0.09% -180 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: 6,924 shares; 2024Q4: 6,924 shares; 2025Q1: 6,851 shares; 2025Q2: 6,901 shares; 2025Q3: 6,932 shares; 2025Q4: 6,962 shares; 2026Q1: 6,801 shares 6,801 $632K 0.09% -161 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 1,452 shares; 2026Q1: 1,452 shares 1,452 $619K 0.09% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,853 shares; 2025Q1: 4,111 shares; 2025Q2: 4,022 shares; 2025Q3: 4,134 shares; 2025Q4: 4,297 shares; 2026Q1: 3,915 shares 3,915 $608K 0.09% -382 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: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,358 shares; 2025Q2: 659 shares; 2025Q3: 668 shares; 2025Q4: 1,281 shares; 2026Q1: 1,044 shares 1,044 $598K 0.09% -237 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,937 shares; 2025Q4: 5,937 shares; 2026Q1: 5,937 shares 5,937 $594K 0.09% 0 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: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,616 shares; 2025Q2: 2,205 shares; 2025Q3: 2,927 shares; 2025Q4: 2,876 shares; 2026Q1: 2,843 shares 2,843 $588K 0.09% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,864 shares; 2025Q3: 29,204 shares; 2025Q4: 29,225 shares; 2026Q1: 29,286 shares 29,286 $575K 0.08% +61 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,841 shares; 2025Q4: 4,841 shares; 2026Q1: 4,841 shares 4,841 $556K 0.08% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,108 shares; 2024Q4: 38,108 shares; 2025Q1: 65,645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,348 shares; 2026Q1: 4,183 shares 4,183 $548K 0.08% +1,835 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: 6,456 shares; 2025Q4: 12,658 shares; 2026Q1: 16,004 shares 16,004 $544K 0.08% +3,346 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,564 shares; 2024Q4: 7,564 shares; 2025Q1: 7,323 shares; 2025Q2: 7,222 shares; 2025Q3: 7,138 shares; 2025Q4: 7,120 shares; 2026Q1: 6,807 shares 6,807 $542K 0.08% -313 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,682 shares; 2026Q1: 10,682 shares 10,682 $539K 0.08% 0 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,049 shares; 2025Q1: 4,049 shares; 2025Q2: 4,334 shares; 2025Q3: 4,334 shares; 2025Q4: 4,334 shares; 2026Q1: 7,417 shares 7,417 $507K 0.07% +3,083 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,508 shares; 2025Q4: 4,508 shares; 2026Q1: 4,508 shares 4,508 $505K 0.07% 0 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: 6,792 shares; 2024Q4: 6,792 shares; 2025Q1: 5,850 shares; 2025Q2: 5,848 shares; 2025Q3: 5,848 shares; 2025Q4: 8,401 shares; 2026Q1: 8,883 shares 8,883 $504K 0.07% +482 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: 25,707 shares; 2024Q4: 25,707 shares; 2025Q1: 24,702 shares; 2025Q2: 7,458 shares; 2025Q3: 7,745 shares; 2025Q4: 7,780 shares; 2026Q1: 9,180 shares 9,180 $496K 0.07% +1,400 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: 4,795 shares; 2024Q4: 4,795 shares; 2025Q1: 4,785 shares; 2025Q2: 6,225 shares; 2025Q3: 6,455 shares; 2025Q4: 6,605 shares; 2026Q1: 6,605 shares 6,605 $491K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,772 shares; 2025Q4: 23,801 shares; 2026Q1: 23,801 shares 23,801 $486K 0.07% 0 Timeline GUNR 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: 9,430 shares; 2024Q4: 9,430 shares; 2025Q1: 9,430 shares; 2025Q2: 9,430 shares; 2025Q3: 9,430 shares; 2025Q4: 9,430 shares; 2026Q1: 8,373 shares 8,373 $462K 0.07% -1,057 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 3,311 shares; 2025Q4: 2,683 shares; 2026Q1: 2,840 shares 2,840 $459K 0.07% +157 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,738 shares; 2025Q1: 5,733 shares; 2025Q2: 5,619 shares; 2025Q3: 5,716 shares; 2025Q4: 5,712 shares; 2026Q1: 6,651 shares 6,651 $455K 0.07% +939 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,094 shares; 2026Q1: 4,067 shares 4,067 $452K 0.07% -27 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: 9,305 shares; 2024Q4: 9,305 shares; 2025Q1: 19,877 shares; 2025Q2: 18,260 shares; 2025Q3: 18,260 shares; 2025Q4: 18,260 shares; 2026Q1: 18,260 shares 18,260 $452K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,409 shares; 2025Q4: 2,818 shares; 2026Q1: 3,372 shares 3,372 $448K 0.07% +554 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,338 shares; 2025Q1: 2,114 shares; 2025Q2: 2,197 shares; 2025Q3: 2,173 shares; 2025Q4: 2,170 shares; 2026Q1: 3,527 shares 3,527 $427K 0.06% +1,357 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,518 shares; 2025Q4: 1,522 shares; 2026Q1: 2,500 shares 2,500 $423K 0.06% +978 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,298 shares; 2025Q4: 2,324 shares; 2026Q1: 2,324 shares 2,324 $422K 0.06% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,507 shares; 2024Q4: 18,507 shares; 2025Q1: 18,507 shares; 2025Q2: not reported; 2025Q3: 4,197 shares; 2025Q4: 4,197 shares; 2026Q1: 4,529 shares 4,529 $416K 0.06% +332 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,623 shares; 2025Q2: 6,623 shares; 2025Q3: 6,623 shares; 2025Q4: 6,623 shares; 2026Q1: 6,623 shares 6,623 $414K 0.06% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,065 shares 9,065 $404K 0.06% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 728 shares; 2025Q2: 698 shares; 2025Q3: 716 shares; 2025Q4: 731 shares; 2026Q1: 638 shares 638 $386K 0.06% -93 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: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares 2,025 $384K 0.06% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 2,742 shares; 2025Q2: 2,742 shares; 2025Q3: 3,537 shares; 2025Q4: 6,136 shares; 2026Q1: 6,262 shares 6,262 $384K 0.06% +126 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,354 shares; 2025Q2: 1,110 shares; 2025Q3: 1,108 shares; 2025Q4: 1,156 shares; 2026Q1: 1,082 shares 1,082 $381K 0.06% -74 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,286 shares 2,286 $375K 0.06% new 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: 6,020 shares; 2024Q4: 6,020 shares; 2025Q1: 5,762 shares; 2025Q2: 6,164 shares; 2025Q3: 6,530 shares; 2025Q4: 6,791 shares; 2026Q1: 5,591 shares 5,591 $369K 0.05% -1,200 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,221 shares; 2025Q1: 4,237 shares; 2025Q2: 4,185 shares; 2025Q3: 4,194 shares; 2025Q4: 4,194 shares; 2026Q1: 4,194 shares 4,194 $362K 0.05% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,747 shares; 2024Q4: 7,747 shares; 2025Q1: 7,747 shares; 2025Q2: 7,777 shares; 2025Q3: 7,777 shares; 2025Q4: 7,782 shares; 2026Q1: 7,740 shares 7,740 $362K 0.05% -42 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 18,000 shares; 2026Q1: 18,000 shares 18,000 $356K 0.05% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,189 shares; 2025Q1: 3,353 shares; 2025Q2: 3,966 shares; 2025Q3: 4,185 shares; 2025Q4: 3,825 shares; 2026Q1: 3,986 shares 3,986 $353K 0.05% +161 Timeline IUS 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: not reported; 2025Q4: not reported; 2026Q1: 6,036 shares 6,036 $350K 0.05% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 565 shares 565 $348K 0.05% -25 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 3,058 shares; 2025Q4: 2,655 shares; 2026Q1: 1,025 shares 1,025 $346K 0.05% -1,630 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: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,627 shares; 2025Q2: 980 shares; 2025Q3: 982 shares; 2025Q4: 814 shares; 2026Q1: 792 shares 792 $346K 0.05% -22 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,687 shares; 2025Q2: 1,642 shares; 2025Q3: 1,638 shares; 2025Q4: 1,647 shares; 2026Q1: 1,608 shares 1,608 $333K 0.05% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,712 shares; 2025Q3: 5,712 shares; 2025Q4: 5,712 shares; 2026Q1: 5,712 shares 5,712 $312K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 20,825 shares; 2025Q2: 15,560 shares; 2025Q3: 15,710 shares; 2025Q4: 15,736 shares; 2026Q1: 15,797 shares 15,797 $309K 0.05% +61 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,088 shares; 2024Q4: 11,088 shares; 2025Q1: 10,341 shares; 2025Q2: 10,341 shares; 2025Q3: 10,341 shares; 2025Q4: 7,731 shares; 2026Q1: 7,731 shares 7,731 $307K 0.05% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,015 shares; 2025Q2: 1,004 shares; 2025Q3: 1,010 shares; 2025Q4: not reported; 2026Q1: 1,065 shares 1,065 $302K 0.04% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 807 shares; 2026Q1: 1,273 shares 1,273 $301K 0.04% +466 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,304 shares; 2025Q2: 1,242 shares; 2025Q3: 1,325 shares; 2025Q4: 1,489 shares; 2026Q1: 1,409 shares 1,409 $293K 0.04% -80 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: 11,861 shares; 2024Q4: 11,861 shares; 2025Q1: 11,906 shares; 2025Q2: 12,433 shares; 2025Q3: 11,830 shares; 2025Q4: 11,706 shares; 2026Q1: 9,881 shares 9,881 $277K 0.04% -1,825 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,036 shares; 2025Q2: 2,804 shares; 2025Q3: 2,819 shares; 2025Q4: 2,892 shares; 2026Q1: 2,800 shares 2,800 $277K 0.04% -92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $276K 0.04% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,684 shares; 2025Q1: 5,684 shares; 2025Q2: 5,684 shares; 2025Q3: 5,684 shares; 2025Q4: 5,684 shares; 2026Q1: 5,684 shares 5,684 $275K 0.04% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,833 shares 2,833 $271K 0.04% new Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,401 shares; 2024Q4: 29,401 shares; 2025Q1: 17,989 shares; 2025Q2: 18,329 shares; 2025Q3: 18,373 shares; 2025Q4: 18,431 shares; 2026Q1: 18,482 shares 18,482 $267K 0.04% +51 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: 4,494 shares; 2024Q4: 4,494 shares; 2025Q1: 4,299 shares; 2025Q2: 2,920 shares; 2025Q3: not reported; 2025Q4: 3,847 shares; 2026Q1: 3,490 shares 3,490 $265K 0.04% -357 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 6,874 shares; 2025Q1: 6,748 shares; 2025Q2: 6,748 shares; 2025Q3: 6,748 shares; 2025Q4: 6,748 shares; 2026Q1: 6,538 shares 6,538 $261K 0.04% -210 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,322 shares; 2025Q1: not reported; 2025Q2: 3,322 shares; 2025Q3: 3,322 shares; 2025Q4: 3,322 shares; 2026Q1: 3,322 shares 3,322 $256K 0.04% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,983 shares; 2026Q1: 2,983 shares 2,983 $253K 0.04% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,039 shares 6,039 $252K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,821 shares; 2025Q2: 1,805 shares; 2025Q3: 1,771 shares; 2025Q4: 1,789 shares; 2026Q1: 1,730 shares 1,730 $251K 0.04% -59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares; 2026Q1: 2,034 shares 2,034 $247K 0.04% -16 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: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,045 shares; 2025Q2: 1,046 shares; 2025Q3: 1,085 shares; 2025Q4: 1,084 shares; 2026Q1: 996 shares 996 $241K 0.04% -88 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 62 shares; 2026Q1: 57 shares 57 $240K 0.04% -5 Timeline RFV 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: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares 1,825 $237K 0.03% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 3,726 shares; 2025Q1: 3,741 shares; 2025Q2: 3,757 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares; 2026Q1: 3,771 shares 3,771 $236K 0.03% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,526 shares 3,526 $233K 0.03% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 627 shares; 2026Q1: 723 shares 723 $232K 0.03% +96 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,947 shares; 2026Q1: 1,947 shares 1,947 $228K 0.03% 0 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: 8,110 shares; 2024Q4: 8,110 shares; 2025Q1: 6,533 shares; 2025Q2: 6,606 shares; 2025Q3: 7,091 shares; 2025Q4: 3,290 shares; 2026Q1: 1,299 shares 1,299 $227K 0.03% -1,991 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- 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: 6,980 shares 6,980 $225K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares; 2026Q1: 990 shares 990 $224K 0.03% -51 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,427 shares; 2025Q3: 5,099 shares; 2025Q4: 5,021 shares; 2026Q1: 4,997 shares 4,997 $222K 0.03% -24 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,105 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $219K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 782 shares; 2026Q1: 717 shares 717 $217K 0.03% -65 Timeline SDOG 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: 4,696 shares; 2024Q4: 4,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,318 shares; 2026Q1: 3,316 shares 3,316 $216K 0.03% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: 1,486 shares; 2026Q1: 694 shares 694 $215K 0.03% -792 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,445 shares 1,445 $214K 0.03% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,740 shares; 2024Q4: 35,740 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares 3,290 $213K 0.03% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,451 shares; 2024Q4: 20,451 shares; 2025Q1: 17,985 shares; 2025Q2: 4,892 shares; 2025Q3: 4,580 shares; 2025Q4: 4,514 shares; 2026Q1: 4,487 shares 4,487 $212K 0.03% -27 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,521 shares 4,521 $210K 0.03% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,296 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,601 shares; 2025Q4: 7,601 shares; 2026Q1: 7,601 shares 7,601 $208K 0.03% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares 2,240 $206K 0.03% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $203K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 873 shares; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: 824 shares; 2026Q1: 769 shares 769 $201K 0.03% -55 Timeline WNC WABASH NATL CORP More: the full row for WABASH NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,176 shares; 2024Q4: 12,176 shares; 2025Q1: 12,176 shares; 2025Q2: 12,176 shares; 2025Q3: 12,176 shares; 2025Q4: 12,176 shares; 2026Q1: 12,176 shares 12,176 $105K 0.02% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,506 shares 10,506 $88.8K 0.01% new Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,014 shares; 2025Q3: 52,014 shares; 2025Q4: 52,014 shares; 2026Q1: 52,014 shares 52,014 $38.2K 0.01% 0 Timeline BNCWW BNB STANDARD CORP More: the full row for BNB STANDARD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 17,400 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $612 <0.01% 0 Timeline