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: 603,504 shares; 2024Q4: 613,733 shares; 2025Q1: 621,795 shares; 2025Q2: 651,767 shares; 2025Q3: 680,282 shares; 2025Q4: not reported; 2026Q1: 733,306 shares 733,306 $81.5M 11.35% new 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: 743,671 shares; 2024Q4: 750,964 shares; 2025Q1: 738,696 shares; 2025Q2: 752,507 shares; 2025Q3: 783,850 shares; 2025Q4: not reported; 2026Q1: 835,062 shares 835,062 $70.8M 9.87% new 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: 457,670 shares; 2024Q4: 462,894 shares; 2025Q1: 453,260 shares; 2025Q2: 455,269 shares; 2025Q3: 453,155 shares; 2025Q4: not reported; 2026Q1: 432,808 shares 432,808 $47.8M 6.66% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,935 shares; 2024Q4: 285,852 shares; 2025Q1: 292,061 shares; 2025Q2: 302,162 shares; 2025Q3: 316,400 shares; 2025Q4: not reported; 2026Q1: 327,494 shares 327,494 $32.7M 4.55% new 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: 112,056 shares; 2024Q4: 93,244 shares; 2025Q1: 91,283 shares; 2025Q2: 115,251 shares; 2025Q3: 116,652 shares; 2025Q4: not reported; 2026Q1: 119,898 shares 119,898 $30.4M 4.24% new 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: not reported; 2024Q4: 14,252 shares; 2025Q1: 128,433 shares; 2025Q2: 200,994 shares; 2025Q3: 250,820 shares; 2025Q4: 360,595 shares; 2026Q1: 406,443 shares 406,443 $29.9M 4.17% +45,848 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: 36,552 shares; 2024Q4: 36,917 shares; 2025Q1: 33,717 shares; 2025Q2: 34,288 shares; 2025Q3: 131,924 shares; 2025Q4: 133,352 shares; 2026Q1: 133,862 shares 133,862 $23.3M 3.25% +510 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: 46,239 shares; 2024Q4: 45,687 shares; 2025Q1: 52,426 shares; 2025Q2: 56,841 shares; 2025Q3: 106,782 shares; 2025Q4: 109,844 shares; 2026Q1: 113,750 shares 113,750 $22.3M 3.11% +3,906 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: 38,809 shares; 2024Q4: 37,283 shares; 2025Q1: 39,922 shares; 2025Q2: 41,371 shares; 2025Q3: 42,327 shares; 2025Q4: 43,375 shares; 2026Q1: 45,496 shares 45,496 $19.9M 2.77% +2,121 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: 13,031 shares; 2024Q4: 13,031 shares; 2025Q1: 96,386 shares; 2025Q2: 114,634 shares; 2025Q3: 120,565 shares; 2025Q4: 142,988 shares; 2026Q1: 172,554 shares 172,554 $16.5M 2.29% +29,566 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,468 shares; 2024Q4: 162,041 shares; 2025Q1: 162,642 shares; 2025Q2: 173,239 shares; 2025Q3: 176,013 shares; 2025Q4: not reported; 2026Q1: 197,530 shares 197,530 $15.9M 2.22% new Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,995 shares; 2024Q4: 304,870 shares; 2025Q1: 632,813 shares; 2025Q2: 578,340 shares; 2025Q3: 507,361 shares; 2025Q4: 482,748 shares; 2026Q1: 478,692 shares 478,692 $15M 2.1% -4,056 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,026 shares; 2024Q4: 213,147 shares; 2025Q1: 212,386 shares; 2025Q2: 215,638 shares; 2025Q3: 240,051 shares; 2025Q4: 241,881 shares; 2026Q1: 239,993 shares 239,993 $12.7M 1.76% -1,888 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,748 shares; 2025Q2: 41,160 shares; 2025Q3: 48,713 shares; 2025Q4: 221,243 shares; 2026Q1: 259,454 shares 259,454 $12.4M 1.73% +38,211 Timeline AVSF 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: 87,986 shares; 2024Q4: 92,998 shares; 2025Q1: 113,738 shares; 2025Q2: 113,463 shares; 2025Q3: 132,111 shares; 2025Q4: not reported; 2026Q1: 202,236 shares 202,236 $9.46M 1.32% new 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: 206,400 shares; 2024Q4: 206,021 shares; 2025Q1: 205,305 shares; 2025Q2: 187,485 shares; 2025Q3: 187,068 shares; 2025Q4: 186,562 shares; 2026Q1: 184,971 shares 184,971 $8.96M 1.25% -1,591 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: 120,226 shares; 2024Q4: 125,642 shares; 2025Q1: 138,990 shares; 2025Q2: 153,811 shares; 2025Q3: 189,244 shares; 2025Q4: 191,195 shares; 2026Q1: 220,245 shares 220,245 $8.58M 1.19% +29,050 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 9,243 shares; 2025Q3: 293,811 shares; 2025Q4: 298,429 shares; 2026Q1: 284,934 shares 284,934 $7.48M 1.04% -13,495 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: 9,639 shares; 2024Q4: 10,018 shares; 2025Q1: 9,086 shares; 2025Q2: 8,928 shares; 2025Q3: 8,884 shares; 2025Q4: 9,739 shares; 2026Q1: 10,438 shares 10,438 $6.24M 0.87% +699 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: 65,470 shares; 2024Q4: 197,655 shares; 2025Q1: 221,816 shares; 2025Q2: 210,622 shares; 2025Q3: 199,953 shares; 2025Q4: 189,715 shares; 2026Q1: 195,790 shares 195,790 $5.97M 0.83% +6,075 Timeline VIGI 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: 51,117 shares; 2024Q4: 49,302 shares; 2025Q1: 52,729 shares; 2025Q2: 55,051 shares; 2025Q3: 60,922 shares; 2025Q4: 63,659 shares; 2026Q1: 66,431 shares 66,431 $5.88M 0.82% +2,772 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: 97,090 shares; 2024Q4: 97,312 shares; 2025Q1: 116,868 shares; 2025Q2: 128,339 shares; 2025Q3: 128,851 shares; 2025Q4: 135,208 shares; 2026Q1: 138,751 shares 138,751 $5.39M 0.75% +3,543 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210,000 shares; 2025Q2: 210,000 shares; 2025Q3: 210,000 shares; 2025Q4: 210,000 shares; 2026Q1: 210,000 shares 210,000 $5.25M 0.73% 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: 40,428 shares; 2024Q4: 39,258 shares; 2025Q1: 44,425 shares; 2025Q2: 55,356 shares; 2025Q3: 55,256 shares; 2025Q4: not reported; 2026Q1: 63,350 shares 63,350 $5.11M 0.71% new Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,979 shares; 2025Q4: 9,046 shares; 2026Q1: 66,692 shares 66,692 $5.09M 0.71% +57,646 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: 9,159 shares; 2024Q4: 9,124 shares; 2025Q1: 9,192 shares; 2025Q2: 10,466 shares; 2025Q3: 10,794 shares; 2025Q4: 12,492 shares; 2026Q1: 13,508 shares 13,508 $5M 0.7% +1,016 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: 8,564 shares; 2024Q4: 14,289 shares; 2025Q1: 12,259 shares; 2025Q2: 13,331 shares; 2025Q3: 14,182 shares; 2025Q4: 14,996 shares; 2026Q1: 16,132 shares 16,132 $4.63M 0.64% +1,136 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: 12,948 shares; 2024Q4: 14,054 shares; 2025Q1: 11,379 shares; 2025Q2: 12,706 shares; 2025Q3: 13,724 shares; 2025Q4: 14,751 shares; 2026Q1: 15,852 shares 15,852 $4.56M 0.63% +1,101 Timeline AVIG 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: 14,509 shares; 2025Q3: 30,652 shares; 2025Q4: not reported; 2026Q1: 104,369 shares 104,369 $4.34M 0.6% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,846 shares; 2024Q4: 54,087 shares; 2025Q1: 53,043 shares; 2025Q2: 52,038 shares; 2025Q3: 51,945 shares; 2025Q4: 51,748 shares; 2026Q1: 53,365 shares 53,365 $4.2M 0.58% +1,617 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: 18,959 shares; 2024Q4: 17,923 shares; 2025Q1: 16,700 shares; 2025Q2: 16,516 shares; 2025Q3: 15,946 shares; 2025Q4: not reported; 2026Q1: 19,508 shares 19,508 $4.06M 0.57% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,855 shares; 2024Q4: 45,223 shares; 2025Q1: 50,328 shares; 2025Q2: 57,114 shares; 2025Q3: 58,303 shares; 2025Q4: 58,365 shares; 2026Q1: 57,135 shares 57,135 $4.05M 0.56% -1,230 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: 63,211 shares; 2024Q4: 61,501 shares; 2025Q1: 65,155 shares; 2025Q2: 67,327 shares; 2025Q3: 67,563 shares; 2025Q4: 72,459 shares; 2026Q1: 74,753 shares 74,753 $4.04M 0.56% +2,294 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: 87,549 shares 87,549 $3.91M 0.54% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,184 shares; 2024Q4: 17,106 shares; 2025Q1: 16,076 shares; 2025Q2: 15,798 shares; 2025Q3: 16,776 shares; 2025Q4: 16,555 shares; 2026Q1: 16,853 shares 16,853 $3.66M 0.51% +298 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: 5,217 shares; 2024Q4: 5,347 shares; 2025Q1: 5,360 shares; 2025Q2: 5,463 shares; 2025Q3: 5,053 shares; 2025Q4: 5,692 shares; 2026Q1: 6,132 shares 6,132 $3.51M 0.49% +440 Timeline AVGE 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: 22,657 shares; 2024Q4: 24,632 shares; 2025Q1: 27,991 shares; 2025Q2: 30,390 shares; 2025Q3: 33,395 shares; 2025Q4: not reported; 2026Q1: 37,528 shares 37,528 $3.3M 0.46% 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: 8,806 shares; 2024Q4: 8,357 shares; 2025Q1: 9,752 shares; 2025Q2: 9,785 shares; 2025Q3: 9,240 shares; 2025Q4: 9,238 shares; 2026Q1: 9,978 shares 9,978 $3.2M 0.45% +740 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: 13,348 shares; 2024Q4: 13,101 shares; 2025Q1: 13,888 shares; 2025Q2: 14,460 shares; 2025Q3: 16,272 shares; 2025Q4: 16,260 shares; 2026Q1: 16,811 shares 16,811 $3.1M 0.43% +551 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: 2,317 shares; 2024Q4: 3,100 shares; 2025Q1: 5,586 shares; 2025Q2: 6,082 shares; 2025Q3: 5,446 shares; 2025Q4: 6,771 shares; 2026Q1: 7,118 shares 7,118 $3.06M 0.43% +347 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: 2,477 shares; 2024Q4: 2,740 shares; 2025Q1: 4,666 shares; 2025Q2: 4,806 shares; 2025Q3: 6,113 shares; 2025Q4: 4,951 shares; 2026Q1: 4,598 shares 4,598 $2.99M 0.42% -353 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: 50,490 shares; 2024Q4: 50,339 shares; 2025Q1: 50,036 shares; 2025Q2: 44,975 shares; 2025Q3: 46,120 shares; 2025Q4: 46,561 shares; 2026Q1: 46,110 shares 46,110 $2.88M 0.4% -451 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: 2,823 shares; 2024Q4: 2,926 shares; 2025Q1: 3,006 shares; 2025Q2: 3,323 shares; 2025Q3: 5,018 shares; 2025Q4: not reported; 2026Q1: 5,937 shares 5,937 $2.85M 0.4% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 8,616 shares; 2025Q1: 9,072 shares; 2025Q2: 9,388 shares; 2025Q3: 9,510 shares; 2025Q4: 10,031 shares; 2026Q1: 10,540 shares 10,540 $2.71M 0.38% +509 Timeline AVIV 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: 42,629 shares; 2024Q4: 42,293 shares; 2025Q1: 45,247 shares; 2025Q2: 43,527 shares; 2025Q3: 41,917 shares; 2025Q4: not reported; 2026Q1: 35,945 shares 35,945 $2.69M 0.37% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,691 shares; 2026Q1: 12,389 shares 12,389 $2.65M 0.37% +10,698 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: 14,242 shares; 2024Q4: 14,135 shares; 2025Q1: 14,443 shares; 2025Q2: 14,033 shares; 2025Q3: 13,886 shares; 2025Q4: 14,495 shares; 2026Q1: 15,305 shares 15,305 $2.6M 0.36% +810 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: 1,133 shares; 2024Q4: 1,065 shares; 2025Q1: 1,072 shares; 2025Q2: 1,084 shares; 2025Q3: 2,323 shares; 2025Q4: 2,179 shares; 2026Q1: 2,545 shares 2,545 $2.54M 0.35% +366 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: 33,132 shares; 2024Q4: 125,404 shares; 2025Q1: 85,463 shares; 2025Q2: 84,760 shares; 2025Q3: 83,669 shares; 2025Q4: 81,492 shares; 2026Q1: 85,541 shares 85,541 $2.49M 0.35% +4,049 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: 6,281 shares; 2024Q4: 5,931 shares; 2025Q1: 6,006 shares; 2025Q2: 6,600 shares; 2025Q3: 6,549 shares; 2025Q4: 6,970 shares; 2026Q1: 7,089 shares 7,089 $2.14M 0.3% +119 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: 3,481 shares; 2024Q4: 3,472 shares; 2025Q1: 3,462 shares; 2025Q2: 3,415 shares; 2025Q3: 3,385 shares; 2025Q4: 3,204 shares; 2026Q1: 3,145 shares 3,145 $2.05M 0.29% -59 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: 8,158 shares; 2024Q4: 5,652 shares; 2025Q1: 5,191 shares; 2025Q2: 5,969 shares; 2025Q3: 4,621 shares; 2025Q4: 5,072 shares; 2026Q1: 5,511 shares 5,511 $2.05M 0.29% +439 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: 5,647 shares; 2024Q4: 5,515 shares; 2025Q1: 5,777 shares; 2025Q2: 6,017 shares; 2025Q3: 6,272 shares; 2025Q4: 6,506 shares; 2026Q1: 6,705 shares 6,705 $2.03M 0.28% +199 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494,496 shares; 2024Q4: 493,118 shares; 2025Q1: 493,118 shares; 2025Q2: 493,118 shares; 2025Q3: 493,118 shares; 2025Q4: 493,118 shares; 2026Q1: 493,118 shares 493,118 $2.01M 0.28% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,008 shares; 2025Q1: 29,197 shares; 2025Q2: 33,358 shares; 2025Q3: 37,637 shares; 2025Q4: 44,859 shares; 2026Q1: 44,480 shares 44,480 $2.01M 0.28% -379 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: 4,763 shares; 2024Q4: 4,621 shares; 2025Q1: 4,492 shares; 2025Q2: 5,078 shares; 2025Q3: 5,821 shares; 2025Q4: 5,868 shares; 2026Q1: 6,754 shares 6,754 $1.99M 0.28% +886 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: 27,476 shares; 2024Q4: 30,944 shares; 2025Q1: 32,090 shares; 2025Q2: 32,826 shares; 2025Q3: 17,008 shares; 2025Q4: 19,626 shares; 2026Q1: 24,210 shares 24,210 $1.87M 0.26% +4,584 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,824 shares; 2024Q4: 43,845 shares; 2025Q1: 44,470 shares; 2025Q2: 45,188 shares; 2025Q3: 47,293 shares; 2025Q4: 48,452 shares; 2026Q1: 51,113 shares 51,113 $1.73M 0.24% +2,661 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,441 shares; 2024Q4: 37,454 shares; 2025Q1: 36,500 shares; 2025Q2: 36,538 shares; 2025Q3: 36,987 shares; 2025Q4: 37,004 shares; 2026Q1: 42,781 shares 42,781 $1.69M 0.23% +5,777 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,386 shares; 2025Q4: 55,315 shares; 2026Q1: 60,941 shares 60,941 $1.57M 0.22% +5,626 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,423 shares; 2025Q2: 14,884 shares; 2025Q3: 16,282 shares; 2025Q4: 35,121 shares; 2026Q1: 36,382 shares 36,382 $1.54M 0.21% +1,261 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: 13,473 shares; 2024Q4: 13,463 shares; 2025Q1: 13,517 shares; 2025Q2: 13,499 shares; 2025Q3: 12,699 shares; 2025Q4: 11,272 shares; 2026Q1: 15,714 shares 15,714 $1.5M 0.21% +4,442 Timeline AVGB AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,319 shares; 2025Q3: 5,344 shares; 2025Q4: 15,711 shares; 2026Q1: 29,234 shares 29,234 $1.48M 0.21% +13,523 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: 56,681 shares; 2024Q4: 61,479 shares; 2025Q1: 61,585 shares; 2025Q2: 61,696 shares; 2025Q3: 61,825 shares; 2025Q4: 61,989 shares; 2026Q1: 62,149 shares 62,149 $1.44M 0.2% +160 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: 23,805 shares; 2024Q4: 23,732 shares; 2025Q1: 35,615 shares; 2025Q2: 41,753 shares; 2025Q3: 40,381 shares; 2025Q4: 40,414 shares; 2026Q1: 38,060 shares 38,060 $1.35M 0.19% -2,354 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: 8,531 shares; 2024Q4: 8,531 shares; 2025Q1: 7,728 shares; 2025Q2: 16,062 shares; 2025Q3: 16,206 shares; 2025Q4: 16,176 shares; 2026Q1: 17,454 shares 17,454 $1.35M 0.19% +1,278 Timeline AVRE 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: 17,792 shares; 2024Q4: 18,718 shares; 2025Q1: 23,454 shares; 2025Q2: 22,553 shares; 2025Q3: 23,685 shares; 2025Q4: not reported; 2026Q1: 30,342 shares 30,342 $1.34M 0.19% new Timeline AVSC 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: 18,282 shares; 2024Q4: 19,418 shares; 2025Q1: 21,828 shares; 2025Q2: 22,259 shares; 2025Q3: 22,185 shares; 2025Q4: not reported; 2026Q1: 21,161 shares 21,161 $1.32M 0.18% new Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,804 shares; 2025Q2: 17,589 shares; 2025Q3: 17,655 shares; 2025Q4: 17,417 shares; 2026Q1: 17,542 shares 17,542 $1.26M 0.18% +125 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 5,024 shares; 2025Q1: 5,024 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares; 2026Q1: 5,011 shares 5,011 $1.25M 0.17% -13 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: 1,613 shares; 2024Q4: 1,611 shares; 2025Q1: 1,732 shares; 2025Q2: 2,269 shares; 2025Q3: 2,404 shares; 2025Q4: 3,240 shares; 2026Q1: 4,016 shares 4,016 $1.24M 0.17% +776 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: 14,095 shares; 2024Q4: 7,916 shares; 2025Q1: 7,876 shares; 2025Q2: 7,956 shares; 2025Q3: 7,942 shares; 2025Q4: 8,209 shares; 2026Q1: 8,537 shares 8,537 $1.19M 0.17% +328 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: 4,561 shares; 2024Q4: 4,561 shares; 2025Q1: 3,679 shares; 2025Q2: 3,816 shares; 2025Q3: 3,565 shares; 2025Q4: 3,567 shares; 2026Q1: 3,568 shares 3,568 $1.17M 0.16% +1 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: 508 shares; 2024Q4: 464 shares; 2025Q1: 539 shares; 2025Q2: 603 shares; 2025Q3: 682 shares; 2025Q4: 799 shares; 2026Q1: 1,272 shares 1,272 $1.17M 0.16% +473 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 3,881 shares; 2025Q1: 3,854 shares; 2025Q2: 3,904 shares; 2025Q3: 3,879 shares; 2025Q4: 3,978 shares; 2026Q1: 4,054 shares 4,054 $1.13M 0.16% +76 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,638 shares; 2024Q4: 46,638 shares; 2025Q1: 46,638 shares; 2025Q2: 46,638 shares; 2025Q3: 46,638 shares; 2025Q4: 46,638 shares; 2026Q1: 46,638 shares 46,638 $1.07M 0.15% 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: 4,141 shares; 2024Q4: 4,290 shares; 2025Q1: 4,468 shares; 2025Q2: 3,715 shares; 2025Q3: 3,920 shares; 2025Q4: 4,714 shares; 2026Q1: 5,102 shares 5,102 $1.06M 0.15% +388 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,423 shares; 2025Q1: 14,112 shares; 2025Q2: 18,026 shares; 2025Q3: 9,448 shares; 2025Q4: 9,507 shares; 2026Q1: 11,248 shares 11,248 $1.03M 0.14% +1,741 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: 2,014 shares; 2024Q4: 2,080 shares; 2025Q1: 2,421 shares; 2025Q2: 2,892 shares; 2025Q3: 2,969 shares; 2025Q4: 3,511 shares; 2026Q1: 4,190 shares 4,190 $1.02M 0.14% +679 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,234 shares; 2024Q4: 11,234 shares; 2025Q1: 11,443 shares; 2025Q2: 11,443 shares; 2025Q3: 11,443 shares; 2025Q4: 11,443 shares; 2026Q1: 11,443 shares 11,443 $1.01M 0.14% 0 Timeline FTCA 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: 137,783 shares; 2026Q1: 137,103 shares 137,103 $998K 0.14% -680 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,816 shares; 2025Q1: 1,761 shares; 2025Q2: 1,797 shares; 2025Q3: 1,850 shares; 2025Q4: 1,982 shares; 2026Q1: 1,990 shares 1,990 $994K 0.14% +8 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: 2,888 shares; 2024Q4: 3,026 shares; 2025Q1: 3,195 shares; 2025Q2: 4,347 shares; 2025Q3: 4,452 shares; 2025Q4: 5,629 shares; 2026Q1: 7,977 shares 7,977 $991K 0.14% +2,348 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 397 shares; 2025Q1: 338 shares; 2025Q2: 330 shares; 2025Q3: 348 shares; 2025Q4: 8,606 shares; 2026Q1: 9,169 shares 9,169 $959K 0.13% +563 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: 12,752 shares; 2024Q4: 12,738 shares; 2025Q1: 12,660 shares; 2025Q2: 12,601 shares; 2025Q3: 12,797 shares; 2025Q4: 13,171 shares; 2026Q1: 13,300 shares 13,300 $946K 0.13% +129 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: not reported; 2024Q4: not reported; 2025Q1: 4,664 shares; 2025Q2: 4,664 shares; 2025Q3: 10,273 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares 10,300 $945K 0.13% 0 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: 17,886 shares; 2025Q3: 20,412 shares; 2025Q4: 21,614 shares; 2026Q1: 27,196 shares 27,196 $940K 0.13% +5,582 Timeline DGCB 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: 9,980 shares; 2025Q4: 10,160 shares; 2026Q1: 17,289 shares 17,289 $936K 0.13% +7,129 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,925 shares 3,925 $933K 0.13% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,724 shares; 2025Q4: 16,874 shares; 2026Q1: 16,680 shares 16,680 $923K 0.13% -194 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: 747 shares; 2024Q4: 673 shares; 2025Q1: 610 shares; 2025Q2: 631 shares; 2025Q3: 653 shares; 2025Q4: 853 shares; 2026Q1: 1,299 shares 1,299 $920K 0.13% +446 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: 3,593 shares; 2024Q4: 3,455 shares; 2025Q1: 3,962 shares; 2025Q2: 4,357 shares; 2025Q3: 4,512 shares; 2025Q4: 5,631 shares; 2026Q1: 6,196 shares 6,196 $912K 0.13% +565 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: 9,191 shares; 2024Q4: 9,803 shares; 2025Q1: 8,676 shares; 2025Q2: 8,302 shares; 2025Q3: 8,770 shares; 2025Q4: 10,633 shares; 2026Q1: 11,582 shares 11,582 $899K 0.13% +949 Timeline SVCO SILVACO GROUP INC More: the full row for SILVACO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 186,080 shares; 2025Q4: 186,080 shares; 2026Q1: 126,080 shares 126,080 $893K 0.12% -60,000 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 719 shares; 2025Q1: 689 shares; 2025Q2: 735 shares; 2025Q3: 751 shares; 2025Q4: 8,063 shares; 2026Q1: 9,180 shares 9,180 $883K 0.12% +1,117 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 3,973 shares; 2025Q1: 3,211 shares; 2025Q2: 3,213 shares; 2025Q3: 3,170 shares; 2025Q4: 3,230 shares; 2026Q1: 3,229 shares 3,229 $879K 0.12% -1 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 7,559 shares; 2025Q1: 6,915 shares; 2025Q2: 5,129 shares; 2025Q3: 4,801 shares; 2025Q4: 5,108 shares; 2026Q1: 4,697 shares 4,697 $877K 0.12% -411 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 7,587 shares; 2025Q1: 7,579 shares; 2025Q2: 10,044 shares; 2025Q3: 7,252 shares; 2025Q4: 7,168 shares; 2026Q1: 5,753 shares 5,753 $868K 0.12% -1,415 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,661 shares; 2024Q4: 13,664 shares; 2025Q1: 15,362 shares; 2025Q2: 15,366 shares; 2025Q3: 15,394 shares; 2025Q4: 15,432 shares; 2026Q1: 15,027 shares 15,027 $860K 0.12% -405 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: 7,828 shares; 2024Q4: 7,676 shares; 2025Q1: 6,044 shares; 2025Q2: 8,155 shares; 2025Q3: 8,738 shares; 2025Q4: 8,947 shares; 2026Q1: 9,558 shares 9,558 $848K 0.12% +611 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,970 shares; 2025Q1: 2,028 shares; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,899 shares; 2026Q1: 2,973 shares 2,973 $839K 0.12% +74 Timeline DFIS 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: 19,198 shares; 2024Q4: 19,216 shares; 2025Q1: 19,219 shares; 2025Q2: 19,259 shares; 2025Q3: 23,812 shares; 2025Q4: 23,825 shares; 2026Q1: 24,898 shares 24,898 $838K 0.12% +1,073 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: 2,051 shares; 2024Q4: 1,943 shares; 2025Q1: 2,092 shares; 2025Q2: 2,757 shares; 2025Q3: 2,749 shares; 2025Q4: 3,051 shares; 2026Q1: 3,794 shares 3,794 $825K 0.11% +743 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: 22,591 shares; 2024Q4: 22,963 shares; 2025Q1: 22,824 shares; 2025Q2: 23,491 shares; 2025Q3: 24,090 shares; 2025Q4: 24,719 shares; 2026Q1: 27,754 shares 27,754 $805K 0.11% +3,035 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: 1,329 shares 1,329 $803K 0.11% +463 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 714 shares; 2025Q1: 563 shares; 2025Q2: 561 shares; 2025Q3: 550 shares; 2025Q4: 572 shares; 2026Q1: 571 shares 571 $754K 0.11% -1 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,114 shares; 2024Q4: 17,127 shares; 2025Q1: 17,127 shares; 2025Q2: 17,219 shares; 2025Q3: 17,219 shares; 2025Q4: 17,237 shares; 2026Q1: 17,237 shares 17,237 $728K 0.1% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares 1 $718K 0.1% new 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: not reported; 2025Q2: 1,311 shares; 2025Q3: 1,319 shares; 2025Q4: 2,098 shares; 2026Q1: 2,518 shares 2,518 $715K 0.1% +420 Timeline AVDS 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: 10,315 shares; 2024Q4: 10,731 shares; 2025Q1: 10,845 shares; 2025Q2: 11,128 shares; 2025Q3: 11,011 shares; 2025Q4: not reported; 2026Q1: 9,945 shares 9,945 $715K 0.1% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,398 shares; 2025Q1: 1,264 shares; 2025Q2: 1,302 shares; 2025Q3: 1,353 shares; 2025Q4: not reported; 2026Q1: 2,181 shares 2,181 $694K 0.1% 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: 3,524 shares; 2024Q4: 3,526 shares; 2025Q1: 2,552 shares; 2025Q2: 2,555 shares; 2025Q3: 2,557 shares; 2025Q4: 2,752 shares; 2026Q1: 2,642 shares 2,642 $692K 0.1% -110 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: 5,335 shares; 2024Q4: 5,152 shares; 2025Q1: 4,963 shares; 2025Q2: 4,915 shares; 2025Q3: 7,137 shares; 2025Q4: 7,977 shares; 2026Q1: 8,998 shares 8,998 $684K 0.1% +1,021 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,619 shares; 2024Q4: 10,026 shares; 2025Q1: 12,433 shares; 2025Q2: 12,069 shares; 2025Q3: 11,962 shares; 2025Q4: not reported; 2026Q1: 11,263 shares 11,263 $676K 0.09% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,576 shares; 2025Q1: 5,576 shares; 2025Q2: 5,576 shares; 2025Q3: 5,496 shares; 2025Q4: 7,946 shares; 2026Q1: 7,946 shares 7,946 $658K 0.09% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 23,717 shares; 2025Q1: 22,108 shares; 2025Q2: 23,950 shares; 2025Q3: 28,010 shares; 2025Q4: 28,076 shares; 2026Q1: 27,572 shares 27,572 $656K 0.09% -504 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: 3,785 shares; 2024Q4: 3,949 shares; 2025Q1: 3,730 shares; 2025Q2: 3,987 shares; 2025Q3: 3,857 shares; 2025Q4: 3,955 shares; 2026Q1: 4,927 shares 4,927 $650K 0.09% +972 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: 10,998 shares; 2024Q4: 11,778 shares; 2025Q1: 10,066 shares; 2025Q2: 9,439 shares; 2025Q3: 12,475 shares; 2025Q4: not reported; 2026Q1: 13,125 shares 13,125 $640K 0.09% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,275 shares; 2025Q1: 2,345 shares; 2025Q2: 2,319 shares; 2025Q3: 2,269 shares; 2025Q4: 2,343 shares; 2026Q1: 2,359 shares 2,359 $639K 0.09% +16 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: 1,612 shares; 2024Q4: 1,488 shares; 2025Q1: 1,588 shares; 2025Q2: 1,508 shares; 2025Q3: 1,504 shares; 2025Q4: 1,774 shares; 2026Q1: 1,838 shares 1,838 $621K 0.09% +64 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: 5,334 shares; 2025Q1: 2,672 shares; 2025Q2: 4,087 shares; 2025Q3: 3,851 shares; 2025Q4: 4,466 shares; 2026Q1: 4,246 shares 4,246 $621K 0.09% -220 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,418 shares; 2026Q1: 2,281 shares 2,281 $617K 0.09% +863 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: 2,942 shares; 2024Q4: 3,039 shares; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 2,698 shares; 2025Q4: 3,593 shares; 2026Q1: 5,117 shares 5,117 $615K 0.09% +1,524 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,726 shares; 2024Q4: 6,625 shares; 2025Q1: 6,086 shares; 2025Q2: 6,468 shares; 2025Q3: 6,829 shares; 2025Q4: 6,545 shares; 2026Q1: 6,829 shares 6,829 $612K 0.09% +284 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: 9,082 shares; 2024Q4: 18,163 shares; 2025Q1: 18,163 shares; 2025Q2: 18,163 shares; 2025Q3: 18,163 shares; 2025Q4: 18,163 shares; 2026Q1: 18,163 shares 18,163 $589K 0.08% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 921 shares 921 $585K 0.08% new 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: 1,396 shares; 2024Q4: 1,415 shares; 2025Q1: 999 shares; 2025Q2: 1,170 shares; 2025Q3: 1,416 shares; 2025Q4: 1,573 shares; 2026Q1: 1,753 shares 1,753 $576K 0.08% +180 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 16,574 shares; 2025Q1: 16,574 shares; 2025Q2: 16,574 shares; 2025Q3: 24,253 shares; 2025Q4: 20,653 shares; 2026Q1: 20,653 shares 20,653 $562K 0.08% 0 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: 425 shares; 2024Q4: 457 shares; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: 475 shares; 2025Q4: 601 shares; 2026Q1: 657 shares 657 $556K 0.08% +56 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: 1,287 shares; 2024Q4: 1,252 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 786 shares 786 $549K 0.08% -272 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,303 shares; 2025Q1: 3,104 shares; 2025Q2: 3,380 shares; 2025Q3: 3,470 shares; 2025Q4: 4,468 shares; 2026Q1: 4,801 shares 4,801 $545K 0.08% +333 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: 685 shares; 2024Q4: 651 shares; 2025Q1: 656 shares; 2025Q2: 676 shares; 2025Q3: 667 shares; 2025Q4: 901 shares; 2026Q1: 961 shares 961 $541K 0.08% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,408 shares; 2025Q3: 5,424 shares; 2025Q4: 5,443 shares; 2026Q1: 5,445 shares 5,445 $529K 0.07% +2 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,090 shares; 2025Q3: 4,093 shares; 2025Q4: 4,097 shares; 2026Q1: 4,097 shares 4,097 $525K 0.07% 0 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: 4,299 shares; 2024Q4: 4,617 shares; 2025Q1: 6,607 shares; 2025Q2: 12,025 shares; 2025Q3: 8,367 shares; 2025Q4: 8,188 shares; 2026Q1: 8,190 shares 8,190 $525K 0.07% +2 Timeline DFGX 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: 8,624 shares; 2025Q3: 8,883 shares; 2025Q4: 9,603 shares; 2026Q1: 9,655 shares 9,655 $506K 0.07% +52 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,019 shares; 2025Q1: 2,948 shares; 2025Q2: 4,185 shares; 2025Q3: 4,178 shares; 2025Q4: 4,638 shares; 2026Q1: 4,427 shares 4,427 $505K 0.07% -211 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 441 shares; 2026Q1: 572 shares 572 $499K 0.07% +131 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,023 shares; 2025Q4: not reported; 2026Q1: 1,448 shares 1,448 $495K 0.07% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,896 shares; 2025Q4: not reported; 2026Q1: 6,896 shares 6,896 $494K 0.07% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 2,267 shares; 2025Q4: 3,066 shares; 2026Q1: 3,356 shares 3,356 $485K 0.07% +290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,307 shares 2,307 $478K 0.07% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: not reported; 2025Q1: 304 shares; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 290 shares; 2026Q1: 322 shares 322 $474K 0.07% +32 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 1,745 shares; 2025Q1: 1,722 shares; 2025Q2: 2,048 shares; 2025Q3: 2,121 shares; 2025Q4: 2,544 shares; 2026Q1: 2,855 shares 2,855 $470K 0.07% +311 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: 9,185 shares; 2024Q4: 9,185 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares; 2025Q4: 9,185 shares; 2026Q1: 9,185 shares 9,185 $467K 0.06% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,970 shares; 2025Q3: 4,357 shares; 2025Q4: 4,484 shares; 2026Q1: 4,757 shares 4,757 $458K 0.06% +273 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,992 shares; 2024Q4: 17,579 shares; 2025Q1: 17,589 shares; 2025Q2: 16,345 shares; 2025Q3: not reported; 2025Q4: 6,005 shares; 2026Q1: 10,288 shares 10,288 $454K 0.06% +4,283 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,982 shares; 2025Q1: 2,825 shares; 2025Q2: 2,818 shares; 2025Q3: 2,833 shares; 2025Q4: not reported; 2026Q1: 3,816 shares 3,816 $453K 0.06% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,326 shares; 2025Q1: 2,197 shares; 2025Q2: 2,149 shares; 2025Q3: 2,178 shares; 2025Q4: 2,349 shares; 2026Q1: 2,823 shares 2,823 $451K 0.06% +474 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: 10,993 shares; 2024Q4: 11,008 shares; 2025Q1: 10,195 shares; 2025Q2: 8,697 shares; 2025Q3: 7,593 shares; 2025Q4: 8,553 shares; 2026Q1: 8,928 shares 8,928 $448K 0.06% +375 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,348 shares; 2025Q1: 7,348 shares; 2025Q2: 9,144 shares; 2025Q3: 9,144 shares; 2025Q4: 9,144 shares; 2026Q1: 9,144 shares 9,144 $447K 0.06% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 554 shares; 2025Q3: 561 shares; 2025Q4: 568 shares; 2026Q1: 650 shares 650 $443K 0.06% +82 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,821 shares; 2025Q2: 8,821 shares; 2025Q3: 12,839 shares; 2025Q4: 15,751 shares; 2026Q1: 11,896 shares 11,896 $437K 0.06% -3,855 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: 22,638 shares; 2024Q4: 22,501 shares; 2025Q1: 23,665 shares; 2025Q2: 20,306 shares; 2025Q3: 12,200 shares; 2025Q4: 12,450 shares; 2026Q1: 12,476 shares 12,476 $437K 0.06% +26 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,873 shares; 2025Q1: 1,827 shares; 2025Q2: 1,786 shares; 2025Q3: 1,781 shares; 2025Q4: 1,850 shares; 2026Q1: 2,360 shares 2,360 $430K 0.06% +510 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,015 shares; 2025Q2: 8,015 shares; 2025Q3: 8,394 shares; 2025Q4: 6,152 shares; 2026Q1: 10,286 shares 10,286 $419K 0.06% +4,134 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,497 shares; 2025Q1: 1,513 shares; 2025Q2: 1,577 shares; 2025Q3: 1,588 shares; 2025Q4: 1,604 shares; 2026Q1: 1,680 shares 1,680 $410K 0.06% +76 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: 3,899 shares; 2024Q4: 3,854 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,575 shares; 2025Q4: 5,505 shares; 2026Q1: 6,625 shares 6,625 $405K 0.06% +1,120 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 6,333 shares; 2025Q1: 4,603 shares; 2025Q2: 4,982 shares; 2025Q3: 5,063 shares; 2025Q4: 4,912 shares; 2026Q1: 4,901 shares 4,901 $404K 0.06% -11 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,883 shares; 2025Q3: 1,860 shares; 2025Q4: 1,889 shares; 2026Q1: 2,381 shares 2,381 $403K 0.06% +492 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,405 shares; 2025Q3: 1,263 shares; 2025Q4: 1,448 shares; 2026Q1: 1,735 shares 1,735 $400K 0.06% +287 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 1,318 shares; 2025Q4: 1,321 shares; 2026Q1: 1,322 shares 1,322 $395K 0.06% +1 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: 1,667 shares; 2024Q4: 1,895 shares; 2025Q1: 1,769 shares; 2025Q2: 1,751 shares; 2025Q3: 1,840 shares; 2025Q4: 1,898 shares; 2026Q1: 2,507 shares 2,507 $389K 0.05% +609 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,650 shares; 2024Q4: 109,286 shares; 2025Q1: 109,286 shares; 2025Q2: 109,286 shares; 2025Q3: 53,286 shares; 2025Q4: 53,286 shares; 2026Q1: 53,709 shares 53,709 $385K 0.05% +423 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: 2,592 shares 2,592 $384K 0.05% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 8,210 shares; 2025Q1: 8,125 shares; 2025Q2: 8,125 shares; 2025Q3: 8,125 shares; 2025Q4: 8,125 shares; 2026Q1: 8,125 shares 8,125 $381K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,744 shares; 2026Q1: 3,896 shares 3,896 $378K 0.05% +152 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: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 919 shares; 2025Q3: 886 shares; 2025Q4: 887 shares; 2026Q1: 887 shares 887 $378K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 1,398 shares; 2025Q4: not reported; 2026Q1: 1,865 shares 1,865 $371K 0.05% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,463 shares; 2026Q1: 3,919 shares 3,919 $368K 0.05% +456 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 842 shares; 2025Q3: 848 shares; 2025Q4: 1,042 shares; 2026Q1: 1,067 shares 1,067 $368K 0.05% +25 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,144 shares; 2025Q3: 2,179 shares; 2025Q4: not reported; 2026Q1: 2,781 shares 2,781 $364K 0.05% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,495 shares; 2024Q4: 6,766 shares; 2025Q1: not reported; 2025Q2: 6,993 shares; 2025Q3: 6,442 shares; 2025Q4: 10,077 shares; 2026Q1: 12,597 shares 12,597 $362K 0.05% +2,520 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 570 shares; 2026Q1: 656 shares 656 $353K 0.05% +86 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: 962 shares; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 1,828 shares; 2026Q1: 2,628 shares 2,628 $349K 0.05% +800 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: 1,141 shares; 2024Q4: 1,032 shares; 2025Q1: 1,021 shares; 2025Q2: 738 shares; 2025Q3: 827 shares; 2025Q4: 1,195 shares; 2026Q1: 1,285 shares 1,285 $348K 0.05% +90 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 492 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 490 shares; 2025Q4: 689 shares; 2026Q1: 750 shares 750 $346K 0.05% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,638 shares; 2025Q3: 3,058 shares; 2025Q4: 3,606 shares; 2026Q1: 4,294 shares 4,294 $342K 0.05% +688 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 938 shares; 2026Q1: 1,095 shares 1,095 $340K 0.05% +157 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,267 shares; 2025Q1: 1,340 shares; 2025Q2: 1,285 shares; 2025Q3: 1,224 shares; 2025Q4: 1,342 shares; 2026Q1: 1,793 shares 1,793 $340K 0.05% +451 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,919 shares; 2025Q1: 2,920 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares; 2025Q4: 2,942 shares; 2026Q1: 1,986 shares 1,986 $335K 0.05% -956 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,726 shares; 2024Q4: 17,828 shares; 2025Q1: 14,145 shares; 2025Q2: 15,241 shares; 2025Q3: 15,336 shares; 2025Q4: 15,227 shares; 2026Q1: 15,282 shares 15,282 $331K 0.05% +55 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 9,385 shares; 2025Q1: 8,053 shares; 2025Q2: 8,400 shares; 2025Q3: 8,360 shares; 2025Q4: 8,283 shares; 2026Q1: 8,442 shares 8,442 $330K 0.05% +159 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly 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: 10,785 shares 10,785 $323K 0.05% new Timeline VGSH 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: 4,590 shares; 2026Q1: 5,512 shares 5,512 $323K 0.04% +922 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,306 shares; 2025Q1: 1,415 shares; 2025Q2: 1,619 shares; 2025Q3: 1,606 shares; 2025Q4: not reported; 2026Q1: 1,632 shares 1,632 $317K 0.04% new Timeline DFGP 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: 4,454 shares; 2025Q4: 4,569 shares; 2026Q1: 5,854 shares 5,854 $316K 0.04% +1,285 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: not reported; 2025Q1: 3,128 shares; 2025Q2: 3,186 shares; 2025Q3: 3,302 shares; 2025Q4: 3,296 shares; 2026Q1: 3,386 shares 3,386 $315K 0.04% +90 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: not reported; 2024Q4: 4,784 shares; 2025Q1: not reported; 2025Q2: 4,895 shares; 2025Q3: 4,967 shares; 2025Q4: 4,360 shares; 2026Q1: 6,617 shares 6,617 $311K 0.04% +2,257 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,219 shares; 2025Q1: 1,303 shares; 2025Q2: 1,257 shares; 2025Q3: 1,331 shares; 2025Q4: 1,719 shares; 2026Q1: 1,273 shares 1,273 $309K 0.04% -446 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,534 shares; 2025Q3: 1,575 shares; 2025Q4: 1,817 shares; 2026Q1: 1,692 shares 1,692 $309K 0.04% -125 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,357 shares; 2025Q3: 4,532 shares; 2025Q4: 4,637 shares; 2026Q1: 3,546 shares 3,546 $307K 0.04% -1,091 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 794 shares; 2025Q4: 917 shares; 2026Q1: 943 shares 943 $307K 0.04% +26 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: 3,855 shares; 2024Q4: 3,867 shares; 2025Q1: 3,849 shares; 2025Q2: 4,154 shares; 2025Q3: 4,183 shares; 2025Q4: 899 shares; 2026Q1: 1,260 shares 1,260 $305K 0.04% +361 Timeline SPTL 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: 11,591 shares; 2025Q2: 11,591 shares; 2025Q3: 11,591 shares; 2025Q4: 11,591 shares; 2026Q1: 11,591 shares 11,591 $305K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: not reported; 2025Q4: 1,394 shares; 2026Q1: 1,835 shares 1,835 $303K 0.04% +441 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 879 shares; 2025Q1: 881 shares; 2025Q2: 841 shares; 2025Q3: 844 shares; 2025Q4: 846 shares; 2026Q1: 848 shares 848 $302K 0.04% +2 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,474 shares 1,474 $300K 0.04% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 3,706 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares; 2026Q1: 3,632 shares 3,632 $299K 0.04% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: 12,427 shares 12,427 $294K 0.04% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,494 shares; 2024Q4: 45,221 shares; 2025Q1: 35,757 shares; 2025Q2: 34,150 shares; 2025Q3: 36,152 shares; 2025Q4: 36,300 shares; 2026Q1: 36,953 shares 36,953 $293K 0.04% +653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,513 shares; 2026Q1: 5,810 shares 5,810 $291K 0.04% -1,703 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: 3,489 shares; 2024Q4: 3,503 shares; 2025Q1: 3,509 shares; 2025Q2: 3,614 shares; 2025Q3: 3,625 shares; 2025Q4: 3,662 shares; 2026Q1: 3,870 shares 3,870 $291K 0.04% +208 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: 2,498 shares; 2024Q4: 2,503 shares; 2025Q1: 2,419 shares; 2025Q2: 2,772 shares; 2025Q3: 2,427 shares; 2025Q4: 2,439 shares; 2026Q1: 2,328 shares 2,328 $289K 0.04% -111 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,407 shares; 2024Q4: 12,304 shares; 2025Q1: 12,142 shares; 2025Q2: 13,666 shares; 2025Q3: 13,908 shares; 2025Q4: 15,027 shares; 2026Q1: 14,930 shares 14,930 $287K 0.04% -97 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,077 shares 2,077 $282K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,135 shares 2,135 $280K 0.04% new Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 1,556 shares; 2026Q1: 2,066 shares 2,066 $278K 0.04% +510 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,215 shares; 2025Q3: 10,354 shares; 2025Q4: 10,350 shares; 2026Q1: 10,419 shares 10,419 $271K 0.04% +69 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,067 shares 2,067 $271K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,633 shares 9,633 $270K 0.04% new Timeline AVSU 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: 3,150 shares; 2025Q1: 3,934 shares; 2025Q2: 4,109 shares; 2025Q3: 4,168 shares; 2025Q4: not reported; 2026Q1: 3,632 shares 3,632 $268K 0.04% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,136 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares 1,226 $268K 0.04% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO 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: 1,678 shares; 2025Q4: not reported; 2026Q1: 1,952 shares 1,952 $266K 0.04% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly 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: 1,208 shares 1,208 $264K 0.04% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 436 shares; 2025Q3: 468 shares; 2025Q4: 505 shares; 2026Q1: 502 shares 502 $262K 0.04% -3 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,731 shares; 2026Q1: 2,062 shares 2,062 $261K 0.04% +331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,650 shares; 2026Q1: 2,358 shares 2,358 $260K 0.04% -1,292 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: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares 1,433 $260K 0.04% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 205 shares; 2025Q1: not reported; 2025Q2: 204 shares; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 238 shares 238 $260K 0.04% +3 Timeline CSM 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: 3,464 shares; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,464 shares; 2025Q4: 3,464 shares; 2026Q1: 3,464 shares 3,464 $259K 0.04% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,276 shares 2,276 $258K 0.04% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: 3,283 shares; 2025Q2: 2,823 shares; 2025Q3: 3,019 shares; 2025Q4: 3,086 shares; 2026Q1: 3,610 shares 3,610 $258K 0.04% +524 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,258 shares; 2025Q3: 1,260 shares; 2025Q4: 1,027 shares; 2026Q1: 1,027 shares 1,027 $255K 0.04% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,986 shares; 2025Q2: 9,336 shares; 2025Q3: 8,313 shares; 2025Q4: 7,352 shares; 2026Q1: 7,598 shares 7,598 $255K 0.04% +246 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,389 shares; 2025Q4: 5,302 shares; 2026Q1: 5,484 shares 5,484 $254K 0.04% +182 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,288 shares; 2026Q1: 5,151 shares 5,151 $252K 0.04% -1,137 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 883 shares; 2025Q4: 1,281 shares; 2026Q1: 1,088 shares 1,088 $252K 0.04% -193 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares 705 $251K 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,441 shares 3,441 $250K 0.03% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 990 shares; 2025Q3: not reported; 2025Q4: 994 shares; 2026Q1: 998 shares 998 $249K 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,925 shares 2,925 $249K 0.03% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,334 shares; 2025Q1: 8,334 shares; 2025Q2: 6,315 shares; 2025Q3: 6,315 shares; 2025Q4: 7,515 shares; 2026Q1: 4,194 shares 4,194 $248K 0.03% -3,321 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,649 shares 2,649 $244K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares 690 $243K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,656 shares 3,656 $241K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,814 shares 1,814 $240K 0.03% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 274 shares; 2025Q4: 352 shares; 2026Q1: 329 shares 329 $240K 0.03% -23 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,638 shares; 2026Q1: 1,904 shares 1,904 $240K 0.03% +266 Timeline PICK 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: 4,225 shares; 2026Q1: 4,225 shares 4,225 $239K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 706 shares 706 $239K 0.03% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,388 shares; 2026Q1: 3,279 shares 3,279 $238K 0.03% -109 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 632 shares 632 $230K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,433 shares; 2025Q3: 1,463 shares; 2025Q4: 1,660 shares; 2026Q1: 1,578 shares 1,578 $229K 0.03% -82 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: 347 shares; 2025Q3: 323 shares; 2025Q4: 455 shares; 2026Q1: 529 shares 529 $229K 0.03% +74 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL 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: not reported; 2025Q4: not reported; 2026Q1: 2,989 shares 2,989 $225K 0.03% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 471 shares 471 $223K 0.03% new Timeline AVMA 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: 3,663 shares; 2024Q4: 3,547 shares; 2025Q1: 3,452 shares; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares; 2025Q4: not reported; 2026Q1: 3,316 shares 3,316 $223K 0.03% new 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: 3,502 shares; 2024Q4: 3,511 shares; 2025Q1: 3,511 shares; 2025Q2: 3,536 shares; 2025Q3: 3,536 shares; 2025Q4: 3,550 shares; 2026Q1: 2,842 shares 2,842 $223K 0.03% -708 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: not reported; 2025Q1: 1,257 shares; 2025Q2: 1,278 shares; 2025Q3: 1,282 shares; 2025Q4: 1,362 shares; 2026Q1: 1,416 shares 1,416 $223K 0.03% +54 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,456 shares; 2026Q1: 9,241 shares 9,241 $221K 0.03% -215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,686 shares 1,686 $221K 0.03% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 6,314 shares; 2025Q1: 6,321 shares; 2025Q2: 6,318 shares; 2025Q3: 6,330 shares; 2025Q4: not reported; 2026Q1: 6,487 shares 6,487 $218K 0.03% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 3,409 shares 3,409 $218K 0.03% new 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: 10,336 shares; 2024Q4: 20,458 shares; 2025Q1: 13,499 shares; 2025Q2: 13,494 shares; 2025Q3: 13,494 shares; 2025Q4: 13,203 shares; 2026Q1: 8,823 shares 8,823 $218K 0.03% -4,380 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,201 shares; 2024Q4: 10,460 shares; 2025Q1: 10,437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,064 shares 10,064 $218K 0.03% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,066 shares; 2024Q4: 19,546 shares; 2025Q1: 17,206 shares; 2025Q2: 18,070 shares; 2025Q3: 12,670 shares; 2025Q4: 11,050 shares; 2026Q1: 10,950 shares 10,950 $216K 0.03% -100 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 900 shares 900 $215K 0.03% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,080 shares; 2026Q1: 1,029 shares 1,029 $215K 0.03% -51 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 293 shares 293 $213K 0.03% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547 shares 547 $212K 0.03% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,221 shares; 2026Q1: 11,221 shares 11,221 $212K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 642 shares 642 $210K 0.03% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,449 shares 3,449 $209K 0.03% new 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: 15,068 shares; 2024Q4: 22,638 shares; 2025Q1: 11,814 shares; 2025Q2: 16,517 shares; 2025Q3: 5,354 shares; 2025Q4: 5,402 shares; 2026Q1: 3,671 shares 3,671 $209K 0.03% -1,731 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,244 shares 2,244 $208K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 207 shares; 2026Q1: 216 shares 216 $208K 0.03% +9 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares 838 $207K 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: not reported; 2026Q1: 913 shares 913 $206K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413 shares 413 $205K 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 438 shares 438 $203K 0.03% +1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,874 shares 4,874 $200K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,441 shares; 2025Q1: 10,953 shares; 2025Q2: 13,628 shares; 2025Q3: 13,898 shares; 2025Q4: 15,230 shares; 2026Q1: 14,870 shares 14,870 $172K 0.02% -360 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,568 shares; 2024Q4: 23,568 shares; 2025Q1: 18,155 shares; 2025Q2: 17,488 shares; 2025Q3: 19,903 shares; 2025Q4: 20,401 shares; 2026Q1: 20,781 shares 20,781 $164K 0.02% +380 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,117 shares; 2025Q3: 10,842 shares; 2025Q4: 11,033 shares; 2026Q1: 10,857 shares 10,857 $122K 0.02% -176 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,994 shares; 2026Q1: 37,155 shares 37,155 $114K 0.02% -839 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,783 shares; 2024Q4: 17,632 shares; 2025Q1: 15,783 shares; 2025Q2: 16,992 shares; 2025Q3: 16,992 shares; 2025Q4: 17,339 shares; 2026Q1: 17,339 shares 17,339 $68.3K 0.01% 0 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,995 shares; 2026Q1: 19,063 shares 19,063 $61.8K 0.01% +68 Timeline