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: 276,201 shares; 2024Q4: 281,434 shares; 2025Q1: 294,132 shares; 2025Q2: 295,867 shares; 2025Q3: 293,516 shares; 2025Q4: 284,296 shares; 2026Q1: 280,269 shares 280,269 $167M 14.68% -4,027 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,244 shares; 2024Q4: 146,844 shares; 2025Q1: 146,837 shares; 2025Q2: 147,672 shares; 2025Q3: 146,799 shares; 2025Q4: 146,431 shares; 2026Q1: 150,149 shares 150,149 $86.7M 7.6% +3,718 Timeline VTES 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: 617,037 shares; 2024Q4: 631,786 shares; 2025Q1: 647,297 shares; 2025Q2: 637,076 shares; 2025Q3: 636,155 shares; 2025Q4: 668,567 shares; 2026Q1: 725,519 shares 725,519 $73.4M 6.43% +56,952 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: 67,090 shares; 2024Q4: 69,108 shares; 2025Q1: 66,067 shares; 2025Q2: 68,119 shares; 2025Q3: 68,902 shares; 2025Q4: 70,865 shares; 2026Q1: 75,119 shares 75,119 $49.1M 4.3% +4,254 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539,902 shares; 2024Q4: 540,610 shares; 2025Q1: 533,696 shares; 2025Q2: 529,251 shares; 2025Q3: 528,789 shares; 2025Q4: 526,343 shares; 2026Q1: 509,667 shares 509,667 $46.1M 4.05% -16,676 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: 58,669 shares; 2024Q4: 341,734 shares; 2025Q1: 361,063 shares; 2025Q2: 348,373 shares; 2025Q3: 338,238 shares; 2025Q4: 337,442 shares; 2026Q1: 337,918 shares 337,918 $43.3M 3.8% +476 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648,568 shares; 2024Q4: 653,543 shares; 2025Q1: 651,513 shares; 2025Q2: 643,312 shares; 2025Q3: 625,249 shares; 2025Q4: 606,379 shares; 2026Q1: 600,674 shares 600,674 $41.9M 3.67% -5,705 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: 1,210,382 shares; 2024Q4: 1,234,291 shares; 2025Q1: 1,361,318 shares; 2025Q2: 1,345,355 shares; 2025Q3: 1,320,123 shares; 2025Q4: 1,294,191 shares; 2026Q1: 1,186,543 shares 1,186,543 $40M 3.5% -107,648 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: 898,235 shares; 2024Q4: 854,511 shares; 2025Q1: 849,792 shares; 2025Q2: 846,904 shares; 2025Q3: 849,891 shares; 2025Q4: 770,002 shares; 2026Q1: 771,747 shares 771,747 $37.4M 3.28% +1,745 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,246 shares; 2024Q4: 93,909 shares; 2025Q1: 90,515 shares; 2025Q2: 89,455 shares; 2025Q3: 88,503 shares; 2025Q4: 87,394 shares; 2026Q1: 86,531 shares 86,531 $30.9M 2.7% -863 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: 181,344 shares; 2024Q4: 248,479 shares; 2025Q1: 282,413 shares; 2025Q2: 299,186 shares; 2025Q3: 333,353 shares; 2025Q4: 347,522 shares; 2026Q1: 390,234 shares 390,234 $30.1M 2.64% +42,712 Timeline DFLV 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: 450,176 shares; 2024Q4: 489,036 shares; 2025Q1: 522,864 shares; 2025Q2: 561,403 shares; 2025Q3: 585,903 shares; 2025Q4: 679,626 shares; 2026Q1: 762,244 shares 762,244 $27.2M 2.39% +82,618 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,949 shares; 2024Q4: 230,162 shares; 2025Q1: 216,782 shares; 2025Q2: 214,295 shares; 2025Q3: 210,228 shares; 2025Q4: 205,539 shares; 2026Q1: 180,890 shares 180,890 $26.4M 2.31% -24,649 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,778 shares; 2024Q4: 319,010 shares; 2025Q1: 313,477 shares; 2025Q2: 300,250 shares; 2025Q3: 305,773 shares; 2025Q4: 302,121 shares; 2026Q1: 312,859 shares 312,859 $24.8M 2.17% +10,738 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961,209 shares; 2024Q4: 970,495 shares; 2025Q1: 966,696 shares; 2025Q2: 957,645 shares; 2025Q3: 969,998 shares; 2025Q4: 973,477 shares; 2026Q1: 908,162 shares 908,162 $24.1M 2.12% -65,315 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: 405,304 shares; 2024Q4: 417,736 shares; 2025Q1: 424,098 shares; 2025Q2: 424,837 shares; 2025Q3: 421,688 shares; 2025Q4: 422,976 shares; 2026Q1: 403,522 shares 403,522 $21.3M 1.87% -19,454 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: 455,532 shares; 2024Q4: 458,170 shares; 2025Q1: 455,684 shares; 2025Q2: 463,229 shares; 2025Q3: 474,837 shares; 2025Q4: 477,142 shares; 2026Q1: 482,096 shares 482,096 $16.3M 1.43% +4,954 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: 168,165 shares; 2024Q4: 163,350 shares; 2025Q1: 163,143 shares; 2025Q2: 162,545 shares; 2025Q3: 155,714 shares; 2025Q4: 142,332 shares; 2026Q1: 132,124 shares 132,124 $15.9M 1.39% -10,208 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: 56,240 shares; 2024Q4: 58,082 shares; 2025Q1: 57,154 shares; 2025Q2: 56,377 shares; 2025Q3: 61,196 shares; 2025Q4: 59,262 shares; 2026Q1: 62,389 shares 62,389 $15.8M 1.39% +3,127 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: 148,616 shares; 2024Q4: 151,445 shares; 2025Q1: 160,785 shares; 2025Q2: 172,142 shares; 2025Q3: 179,768 shares; 2025Q4: 186,450 shares; 2026Q1: 185,127 shares 185,127 $13.2M 1.15% -1,323 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,252 shares; 2024Q4: 114,025 shares; 2025Q1: 130,639 shares; 2025Q2: 141,026 shares; 2025Q3: 167,929 shares; 2025Q4: 188,223 shares; 2026Q1: 188,247 shares 188,247 $12.7M 1.11% +24 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,810 shares; 2024Q4: 172,389 shares; 2025Q1: 180,550 shares; 2025Q2: 182,860 shares; 2025Q3: 197,582 shares; 2025Q4: 217,815 shares; 2026Q1: 245,302 shares 245,302 $11.9M 1.04% +27,487 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,171 shares; 2024Q4: 78,535 shares; 2025Q1: 81,787 shares; 2025Q2: 84,287 shares; 2025Q3: 87,668 shares; 2025Q4: 93,077 shares; 2026Q1: 104,868 shares 104,868 $11.9M 1.04% +11,791 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,540 shares; 2024Q4: 96,586 shares; 2025Q1: 100,114 shares; 2025Q2: 99,032 shares; 2025Q3: 101,271 shares; 2025Q4: 106,819 shares; 2026Q1: 117,871 shares 117,871 $11.7M 1.03% +11,052 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,116 shares; 2024Q4: 33,197 shares; 2025Q1: 34,472 shares; 2025Q2: 35,845 shares; 2025Q3: 37,649 shares; 2025Q4: 41,331 shares; 2026Q1: 45,666 shares 45,666 $9.64M 0.85% +4,335 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: 9,283 shares; 2024Q4: 9,381 shares; 2025Q1: 9,387 shares; 2025Q2: 9,384 shares; 2025Q3: 9,358 shares; 2025Q4: 9,457 shares; 2026Q1: 9,406 shares 9,406 $8.65M 0.76% -51 Timeline SPTS 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: 352,780 shares; 2024Q4: 334,476 shares; 2025Q1: 301,423 shares; 2025Q2: 278,427 shares; 2025Q3: 271,676 shares; 2025Q4: 269,595 shares; 2026Q1: 266,705 shares 266,705 $7.78M 0.68% -2,890 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: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $7.18M 0.63% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,219 shares; 2024Q4: 38,482 shares; 2025Q1: 40,695 shares; 2025Q2: 41,765 shares; 2025Q3: 42,593 shares; 2025Q4: 46,447 shares; 2026Q1: 46,611 shares 46,611 $6.45M 0.57% +164 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,799 shares; 2024Q4: 187,438 shares; 2025Q1: 196,706 shares; 2025Q2: 204,568 shares; 2025Q3: 219,163 shares; 2025Q4: 243,655 shares; 2026Q1: 253,896 shares 253,896 $6.36M 0.56% +10,241 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: 90,448 shares; 2024Q4: 99,336 shares; 2025Q1: 91,989 shares; 2025Q2: 100,802 shares; 2025Q3: 98,545 shares; 2025Q4: 73,502 shares; 2026Q1: 72,624 shares 72,624 $5.6M 0.49% -878 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: 81,701 shares; 2024Q4: 86,518 shares; 2025Q1: 79,967 shares; 2025Q2: 89,322 shares; 2025Q3: 87,889 shares; 2025Q4: 87,244 shares; 2026Q1: 85,746 shares 85,746 $5.49M 0.48% -1,498 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: 4,607 shares; 2024Q4: 4,345 shares; 2025Q1: 4,359 shares; 2025Q2: 16,474 shares; 2025Q3: 16,909 shares; 2025Q4: 16,421 shares; 2026Q1: 16,557 shares 16,557 $5.31M 0.47% +136 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: 20,358 shares; 2024Q4: 19,649 shares; 2025Q1: 19,219 shares; 2025Q2: 19,329 shares; 2025Q3: 19,468 shares; 2025Q4: 19,421 shares; 2026Q1: 20,826 shares 20,826 $5.09M 0.45% +1,405 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,401 shares; 2024Q4: 85,617 shares; 2025Q1: 83,789 shares; 2025Q2: 79,263 shares; 2025Q3: 78,844 shares; 2025Q4: 77,035 shares; 2026Q1: 76,210 shares 76,210 $5.03M 0.44% -825 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: 10,297 shares; 2024Q4: 10,476 shares; 2025Q1: 10,526 shares; 2025Q2: 10,537 shares; 2025Q3: 10,557 shares; 2025Q4: 10,532 shares; 2026Q1: 10,475 shares 10,475 $5.02M 0.44% -57 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: 38,076 shares; 2024Q4: 38,898 shares; 2025Q1: 38,141 shares; 2025Q2: 38,853 shares; 2025Q3: 38,967 shares; 2025Q4: 38,922 shares; 2026Q1: 39,973 shares 39,973 $4.97M 0.44% +1,051 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: 19,312 shares; 2024Q4: 17,945 shares; 2025Q1: 16,424 shares; 2025Q2: 14,264 shares; 2025Q3: 13,913 shares; 2025Q4: 11,794 shares; 2026Q1: 11,133 shares 11,133 $4.86M 0.43% -661 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: 7,777 shares; 2024Q4: 8,749 shares; 2025Q1: 13,530 shares; 2025Q2: 10,425 shares; 2025Q3: 13,019 shares; 2025Q4: 12,083 shares; 2026Q1: 13,016 shares 13,016 $4.82M 0.42% +933 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,781 shares; 2024Q4: 26,420 shares; 2025Q1: 29,257 shares; 2025Q2: 30,803 shares; 2025Q3: 32,995 shares; 2025Q4: 36,826 shares; 2026Q1: 43,686 shares 43,686 $4.76M 0.42% +6,860 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: 27,902 shares; 2024Q4: 27,877 shares; 2025Q1: 25,065 shares; 2025Q2: 23,331 shares; 2025Q3: 22,806 shares; 2025Q4: 22,914 shares; 2026Q1: 22,550 shares 22,550 $4.42M 0.39% -364 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,155 shares; 2024Q4: 23,720 shares; 2025Q1: 21,609 shares; 2025Q2: 21,542 shares; 2025Q3: 21,368 shares; 2025Q4: 16,802 shares; 2026Q1: 15,330 shares 15,330 $4.4M 0.39% -1,472 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,528 shares; 2024Q4: 18,847 shares; 2025Q1: 18,847 shares; 2025Q2: 18,841 shares; 2025Q3: 18,587 shares; 2025Q4: 16,897 shares; 2026Q1: 14,807 shares 14,807 $4.25M 0.37% -2,090 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: 23,956 shares; 2024Q4: 24,145 shares; 2025Q1: 24,054 shares; 2025Q2: 23,980 shares; 2025Q3: 24,135 shares; 2025Q4: 24,162 shares; 2026Q1: 24,912 shares 24,912 $4.23M 0.37% +750 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,097 shares; 2024Q4: 47,724 shares; 2025Q1: 47,651 shares; 2025Q2: 47,125 shares; 2025Q3: 46,142 shares; 2025Q4: 46,866 shares; 2026Q1: 46,026 shares 46,026 $3.99M 0.35% -840 Timeline DFNM 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: 90,704 shares; 2024Q4: 90,138 shares; 2025Q1: 79,701 shares; 2025Q2: 79,108 shares; 2025Q3: 79,150 shares; 2025Q4: 79,203 shares; 2026Q1: 80,292 shares 80,292 $3.85M 0.34% +1,089 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,331 shares; 2024Q4: 32,981 shares; 2025Q1: 34,367 shares; 2025Q2: 34,161 shares; 2025Q3: 35,711 shares; 2025Q4: 38,797 shares; 2026Q1: 45,451 shares 45,451 $3.75M 0.33% +6,654 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,639 shares; 2024Q4: 44,892 shares; 2025Q1: 48,484 shares; 2025Q2: 51,072 shares; 2025Q3: 54,785 shares; 2025Q4: 60,718 shares; 2026Q1: 73,083 shares 73,083 $3.72M 0.33% +12,365 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,561 shares; 2024Q4: 45,747 shares; 2025Q1: 42,647 shares; 2025Q2: 42,015 shares; 2025Q3: 41,668 shares; 2025Q4: 41,874 shares; 2026Q1: 43,251 shares 43,251 $3.39M 0.3% +1,377 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: 23,191 shares; 2024Q4: 23,271 shares; 2025Q1: 23,143 shares; 2025Q2: 23,064 shares; 2025Q3: 23,011 shares; 2025Q4: 23,096 shares; 2026Q1: 23,178 shares 23,178 $3.35M 0.29% +82 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,071 shares; 2024Q4: 111,588 shares; 2025Q1: 109,425 shares; 2025Q2: 108,142 shares; 2025Q3: 102,820 shares; 2025Q4: 103,209 shares; 2026Q1: 101,866 shares 101,866 $3.15M 0.28% -1,343 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,837 shares; 2024Q4: 52,510 shares; 2025Q1: 52,416 shares; 2025Q2: 47,590 shares; 2025Q3: 45,202 shares; 2025Q4: 44,237 shares; 2026Q1: 40,924 shares 40,924 $3.13M 0.27% -3,313 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,623 shares; 2026Q1: 90,988 shares 90,988 $2.85M 0.25% +365 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,144 shares; 2024Q4: 52,189 shares; 2025Q1: 54,914 shares; 2025Q2: 57,091 shares; 2025Q3: 62,196 shares; 2025Q4: 63,103 shares; 2026Q1: 58,943 shares 58,943 $2.68M 0.23% -4,160 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: 6,131 shares; 2024Q4: 6,134 shares; 2025Q1: 5,993 shares; 2025Q2: 6,351 shares; 2025Q3: 6,354 shares; 2025Q4: 6,156 shares; 2026Q1: 6,075 shares 6,075 $2.59M 0.23% -81 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: 47,648 shares; 2024Q4: 45,414 shares; 2025Q1: 45,207 shares; 2025Q2: 42,718 shares; 2025Q3: 42,830 shares; 2025Q4: 42,684 shares; 2026Q1: 44,158 shares 44,158 $2.59M 0.23% +1,474 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: 3,948 shares; 2024Q4: 7,854 shares; 2025Q1: 7,784 shares; 2025Q2: 8,586 shares; 2025Q3: 9,588 shares; 2025Q4: 13,029 shares; 2026Q1: 13,869 shares 13,869 $2.42M 0.21% +840 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,030 shares; 2024Q4: 41,261 shares; 2025Q1: 42,357 shares; 2025Q2: 43,919 shares; 2025Q3: 50,899 shares; 2025Q4: 51,982 shares; 2026Q1: 51,511 shares 51,511 $2.32M 0.2% -471 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: 39,530 shares; 2024Q4: 39,581 shares; 2025Q1: 40,604 shares; 2025Q2: 41,912 shares; 2025Q3: 48,819 shares; 2025Q4: 49,289 shares; 2026Q1: 48,922 shares 48,922 $2.3M 0.2% -367 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: 15,652 shares; 2024Q4: 15,714 shares; 2025Q1: 15,720 shares; 2025Q2: 15,749 shares; 2025Q3: 15,752 shares; 2025Q4: 15,771 shares; 2026Q1: 15,788 shares 15,788 $2.29M 0.2% +17 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: 55,357 shares; 2024Q4: 55,480 shares; 2025Q1: 67,594 shares; 2025Q2: 65,710 shares; 2025Q3: 59,483 shares; 2025Q4: 59,577 shares; 2026Q1: 58,491 shares 58,491 $2.28M 0.2% -1,086 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: 22,821 shares; 2024Q4: 24,706 shares; 2025Q1: 24,959 shares; 2025Q2: 25,139 shares; 2025Q3: 25,270 shares; 2025Q4: 27,228 shares; 2026Q1: 28,970 shares 28,970 $2.27M 0.2% +1,742 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 6,400 shares; 2025Q1: 6,403 shares; 2025Q2: 6,403 shares; 2025Q3: 6,406 shares; 2025Q4: 6,412 shares; 2026Q1: 6,412 shares 6,412 $2.14M 0.19% 0 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: 3,871 shares; 2024Q4: 4,627 shares; 2025Q1: 4,628 shares; 2025Q2: 4,710 shares; 2025Q3: 5,957 shares; 2025Q4: 7,169 shares; 2026Q1: 7,314 shares 7,314 $2.1M 0.18% +145 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,009 shares; 2024Q4: 11,870 shares; 2025Q1: 11,739 shares; 2025Q2: 13,730 shares; 2025Q3: 14,834 shares; 2025Q4: 15,969 shares; 2026Q1: 15,892 shares 15,892 $2.1M 0.18% -77 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: 2,719 shares; 2024Q4: 2,749 shares; 2025Q1: 2,602 shares; 2025Q2: 2,611 shares; 2025Q3: 2,630 shares; 2025Q4: 2,730 shares; 2026Q1: 2,370 shares 2,370 $2.01M 0.18% -360 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: not reported; 2025Q4: 6,080 shares; 2026Q1: 6,100 shares 6,100 $1.99M 0.17% +20 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: 2,956 shares; 2024Q4: 3,061 shares; 2025Q1: 3,108 shares; 2025Q2: 3,113 shares; 2025Q3: 3,166 shares; 2025Q4: 3,532 shares; 2026Q1: 3,419 shares 3,419 $1.96M 0.17% -113 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,795 shares; 2024Q4: 39,147 shares; 2025Q1: 38,511 shares; 2025Q2: 30,371 shares; 2025Q3: 31,163 shares; 2025Q4: 31,049 shares; 2026Q1: 34,385 shares 34,385 $1.81M 0.16% +3,336 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,381 shares; 2024Q4: 25,470 shares; 2025Q1: 27,601 shares; 2025Q2: 33,323 shares; 2025Q3: 35,788 shares; 2025Q4: 37,748 shares; 2026Q1: 36,902 shares 36,902 $1.75M 0.15% -846 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: 5,519 shares; 2024Q4: 5,554 shares; 2025Q1: 5,232 shares; 2025Q2: 5,253 shares; 2025Q3: 5,279 shares; 2025Q4: 5,318 shares; 2026Q1: 5,320 shares 5,320 $1.74M 0.15% +2 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 3,033 shares; 2025Q1: 3,324 shares; 2025Q2: 3,656 shares; 2025Q3: 3,860 shares; 2025Q4: 4,819 shares; 2026Q1: 5,512 shares 5,512 $1.73M 0.15% +693 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,001 shares; 2024Q4: 9,993 shares; 2025Q1: 10,051 shares; 2025Q2: 9,442 shares; 2025Q3: 8,632 shares; 2025Q4: 7,781 shares; 2026Q1: 8,117 shares 8,117 $1.69M 0.15% +336 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 9,105 shares; 2025Q1: 9,975 shares; 2025Q2: 10,615 shares; 2025Q3: 11,148 shares; 2025Q4: 13,079 shares; 2026Q1: 14,766 shares 14,766 $1.64M 0.14% +1,687 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,422 shares; 2024Q4: 18,413 shares; 2025Q1: 16,497 shares; 2025Q2: 16,356 shares; 2025Q3: 16,161 shares; 2025Q4: 16,228 shares; 2026Q1: 15,857 shares 15,857 $1.47M 0.13% -371 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: 2,309 shares; 2024Q4: 3,648 shares; 2025Q1: 3,767 shares; 2025Q2: 3,998 shares; 2025Q3: 3,799 shares; 2025Q4: 5,310 shares; 2026Q1: 7,021 shares 7,021 $1.46M 0.13% +1,711 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,130 shares; 2026Q1: 47,703 shares 47,703 $1.45M 0.13% +12,573 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: 33,442 shares; 2024Q4: 33,515 shares; 2025Q1: 33,559 shares; 2025Q2: 33,613 shares; 2025Q3: 32,562 shares; 2025Q4: 32,609 shares; 2026Q1: 31,894 shares 31,894 $1.44M 0.13% -715 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,398 shares; 2025Q3: 5,403 shares; 2025Q4: 5,462 shares; 2026Q1: 5,463 shares 5,463 $1.41M 0.12% +1 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: 1,164 shares; 2024Q4: 1,229 shares; 2025Q1: 1,224 shares; 2025Q2: 1,207 shares; 2025Q3: 1,203 shares; 2025Q4: 1,306 shares; 2026Q1: 1,383 shares 1,383 $1.38M 0.12% +77 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: 9,130 shares; 2024Q4: 8,661 shares; 2025Q1: 8,571 shares; 2025Q2: 8,535 shares; 2025Q3: 8,560 shares; 2025Q4: 8,542 shares; 2026Q1: 7,478 shares 7,478 $1.38M 0.12% -1,064 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: 1,843 shares; 2024Q4: 2,430 shares; 2025Q1: 2,467 shares; 2025Q2: 2,564 shares; 2025Q3: 3,730 shares; 2025Q4: 4,469 shares; 2026Q1: 4,737 shares 4,737 $1.36M 0.12% +268 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: 12,227 shares; 2024Q4: 13,452 shares; 2025Q1: 10,538 shares; 2025Q2: 12,271 shares; 2025Q3: 13,065 shares; 2025Q4: 14,197 shares; 2026Q1: 14,056 shares 14,056 $1.34M 0.12% -141 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,999 shares; 2024Q4: 15,380 shares; 2025Q1: 15,380 shares; 2025Q2: 15,380 shares; 2025Q3: 15,380 shares; 2025Q4: 15,578 shares; 2026Q1: 11,118 shares 11,118 $1.28M 0.11% -4,460 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 10,812 shares; 2025Q1: 11,262 shares; 2025Q2: 10,345 shares; 2025Q3: 9,567 shares; 2025Q4: 9,403 shares; 2026Q1: 8,923 shares 8,923 $1.27M 0.11% -480 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: 16,247 shares; 2024Q4: 16,247 shares; 2025Q1: 12,797 shares; 2025Q2: 14,006 shares; 2025Q3: 14,006 shares; 2025Q4: 14,006 shares; 2026Q1: 14,006 shares 14,006 $1.23M 0.11% 0 Timeline AME AMETEK INC More: the full row for AMETEK 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: 5,466 shares; 2026Q1: 5,477 shares 5,477 $1.17M 0.1% +11 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,956 shares; 2024Q4: 10,726 shares; 2025Q1: 10,179 shares; 2025Q2: 11,786 shares; 2025Q3: 11,984 shares; 2025Q4: 12,827 shares; 2026Q1: 12,851 shares 12,851 $1.17M 0.1% +24 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,838 shares; 2024Q4: 24,363 shares; 2025Q1: 23,336 shares; 2025Q2: 22,597 shares; 2025Q3: 22,452 shares; 2025Q4: 22,520 shares; 2026Q1: 22,652 shares 22,652 $1.14M 0.1% +132 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: 1,865 shares; 2024Q4: 1,850 shares; 2025Q1: 1,755 shares; 2025Q2: 1,757 shares; 2025Q3: 1,760 shares; 2025Q4: 1,752 shares; 2026Q1: 1,753 shares 1,753 $1.14M 0.1% +1 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: 3,353 shares; 2024Q4: 3,374 shares; 2025Q1: 3,386 shares; 2025Q2: 5,350 shares; 2025Q3: 3,768 shares; 2025Q4: 3,786 shares; 2026Q1: 3,781 shares 3,781 $1.13M 0.1% -5 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: 12,183 shares; 2024Q4: 12,081 shares; 2025Q1: 11,262 shares; 2025Q2: 16,199 shares; 2025Q3: 17,829 shares; 2025Q4: 15,179 shares; 2026Q1: 14,804 shares 14,804 $1.11M 0.1% -375 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,815 shares; 2024Q4: 16,797 shares; 2025Q1: 16,744 shares; 2025Q2: 20,244 shares; 2025Q3: 21,588 shares; 2025Q4: 24,183 shares; 2026Q1: 24,418 shares 24,418 $1.11M 0.1% +235 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,278 shares; 2025Q1: 1,326 shares; 2025Q2: 1,771 shares; 2025Q3: 1,908 shares; 2025Q4: 2,520 shares; 2026Q1: 3,561 shares 3,561 $1.1M 0.1% +1,041 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: 2,614 shares; 2024Q4: 2,927 shares; 2025Q1: 2,943 shares; 2025Q2: 2,965 shares; 2025Q3: 3,700 shares; 2025Q4: 3,198 shares; 2026Q1: 3,704 shares 3,704 $1.09M 0.1% +506 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: 3,933 shares; 2024Q4: 4,041 shares; 2025Q1: 3,883 shares; 2025Q2: 3,876 shares; 2025Q3: 3,983 shares; 2025Q4: 3,838 shares; 2026Q1: 3,821 shares 3,821 $1.08M 0.1% -17 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,963 shares; 2025Q1: 4,019 shares; 2025Q2: 4,022 shares; 2025Q3: 4,031 shares; 2025Q4: 5,404 shares; 2026Q1: 5,475 shares 5,475 $1.06M 0.09% +71 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,783 shares; 2025Q1: 3,645 shares; 2025Q2: 3,603 shares; 2025Q3: 3,509 shares; 2025Q4: 3,496 shares; 2026Q1: 3,311 shares 3,311 $1.04M 0.09% -185 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,671 shares; 2024Q4: 59,224 shares; 2025Q1: 50,426 shares; 2025Q2: 46,588 shares; 2025Q3: 43,142 shares; 2025Q4: 41,639 shares; 2026Q1: 32,245 shares 32,245 $970K 0.09% -9,394 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,177 shares; 2024Q4: 4,417 shares; 2025Q1: 4,430 shares; 2025Q2: 4,430 shares; 2025Q3: 4,215 shares; 2025Q4: 4,234 shares; 2026Q1: 4,076 shares 4,076 $963K 0.08% -158 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: 827 shares; 2024Q4: 875 shares; 2025Q1: 841 shares; 2025Q2: 856 shares; 2025Q3: 870 shares; 2025Q4: 1,348 shares; 2026Q1: 1,352 shares 1,352 $958K 0.08% +4 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,580 shares; 2024Q4: 17,617 shares; 2025Q1: 17,635 shares; 2025Q2: 17,664 shares; 2025Q3: 17,693 shares; 2025Q4: 17,734 shares; 2026Q1: 17,754 shares 17,754 $945K 0.08% +20 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,466 shares; 2025Q1: 2,466 shares; 2025Q2: 2,466 shares; 2025Q3: 2,484 shares; 2025Q4: 2,467 shares; 2026Q1: 2,468 shares 2,468 $907K 0.08% +1 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: 3,268 shares; 2024Q4: 3,492 shares; 2025Q1: 3,866 shares; 2025Q2: 3,370 shares; 2025Q3: 4,267 shares; 2025Q4: 3,618 shares; 2026Q1: 4,346 shares 4,346 $899K 0.08% +728 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: 15,000 shares; 2024Q4: 15,413 shares; 2025Q1: 15,696 shares; 2025Q2: 15,312 shares; 2025Q3: 15,531 shares; 2025Q4: 17,647 shares; 2026Q1: 18,181 shares 18,181 $886K 0.08% +534 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 16,932 shares; 2025Q1: 17,181 shares; 2025Q2: 20,480 shares; 2025Q3: 21,762 shares; 2025Q4: 24,407 shares; 2026Q1: 24,519 shares 24,519 $885K 0.08% +112 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 4,890 shares; 2025Q1: 4,897 shares; 2025Q2: 5,605 shares; 2025Q3: 5,654 shares; 2025Q4: 5,622 shares; 2026Q1: 5,628 shares 5,628 $873K 0.08% +6 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: 958 shares; 2024Q4: 1,005 shares; 2025Q1: 1,013 shares; 2025Q2: 968 shares; 2025Q3: 990 shares; 2025Q4: 952 shares; 2026Q1: 996 shares 996 $870K 0.08% +44 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,474 shares; 2025Q1: 1,729 shares; 2025Q2: 1,924 shares; 2025Q3: 2,008 shares; 2025Q4: 2,262 shares; 2026Q1: 2,305 shares 2,305 $857K 0.08% +43 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: 7,695 shares; 2024Q4: 8,149 shares; 2025Q1: 7,969 shares; 2025Q2: 8,064 shares; 2025Q3: 8,137 shares; 2025Q4: 8,084 shares; 2026Q1: 8,332 shares 8,332 $803K 0.07% +248 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: 5,020 shares; 2024Q4: 5,046 shares; 2025Q1: 1,139 shares; 2025Q2: 1,135 shares; 2025Q3: 1,153 shares; 2025Q4: 1,152 shares; 2026Q1: 1,165 shares 1,165 $795K 0.07% +13 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,817 shares; 2026Q1: 30,997 shares 30,997 $790K 0.07% +180 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,363 shares; 2025Q1: 2,422 shares; 2025Q2: 2,436 shares; 2025Q3: 2,472 shares; 2025Q4: 3,075 shares; 2026Q1: 3,135 shares 3,135 $760K 0.07% +60 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: 6,936 shares; 2024Q4: 6,064 shares; 2025Q1: 5,403 shares; 2025Q2: 3,638 shares; 2025Q3: 3,650 shares; 2025Q4: 3,651 shares; 2026Q1: 3,438 shares 3,438 $747K 0.07% -213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,191 shares; 2025Q3: 5,292 shares; 2025Q4: 5,855 shares; 2026Q1: 5,952 shares 5,952 $740K 0.06% +97 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,489 shares; 2024Q4: 17,255 shares; 2025Q1: 15,278 shares; 2025Q2: 13,935 shares; 2025Q3: 14,014 shares; 2025Q4: 6,905 shares; 2026Q1: 6,930 shares 6,930 $738K 0.06% +25 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: 12,427 shares; 2024Q4: 25,286 shares; 2025Q1: 19,886 shares; 2025Q2: 20,016 shares; 2025Q3: 20,016 shares; 2025Q4: 29,541 shares; 2026Q1: 29,541 shares 29,541 $731K 0.06% 0 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: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,249 shares; 2025Q2: 1,806 shares; 2025Q3: 1,788 shares; 2025Q4: 1,748 shares; 2026Q1: 1,667 shares 1,667 $717K 0.06% -81 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,750 shares; 2025Q1: 1,669 shares; 2025Q2: 1,682 shares; 2025Q3: 1,694 shares; 2025Q4: 1,719 shares; 2026Q1: 1,717 shares 1,717 $716K 0.06% -2 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: 3,258 shares; 2024Q4: 2,856 shares; 2025Q1: 2,795 shares; 2025Q2: 2,767 shares; 2025Q3: 2,733 shares; 2025Q4: 2,807 shares; 2026Q1: 2,680 shares 2,680 $702K 0.06% -127 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: 6,155 shares; 2024Q4: 6,758 shares; 2025Q1: 6,890 shares; 2025Q2: 6,711 shares; 2025Q3: 7,567 shares; 2025Q4: 7,808 shares; 2026Q1: 9,007 shares 9,007 $685K 0.06% +1,199 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: 634 shares; 2024Q4: 513 shares; 2025Q1: 515 shares; 2025Q2: 531 shares; 2025Q3: 502 shares; 2025Q4: 437 shares; 2026Q1: 802 shares 802 $559K 0.05% +365 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: 297 shares; 2024Q4: 351 shares; 2025Q1: 357 shares; 2025Q2: 369 shares; 2025Q3: 380 shares; 2025Q4: 5,292 shares; 2026Q1: 5,499 shares 5,499 $529K 0.05% +207 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,050 shares; 2025Q1: 3,054 shares; 2025Q2: 3,059 shares; 2025Q3: 3,063 shares; 2025Q4: 2,953 shares; 2026Q1: 2,473 shares 2,473 $528K 0.05% -480 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: 3,371 shares; 2024Q4: 3,553 shares; 2025Q1: 3,570 shares; 2025Q2: 3,551 shares; 2025Q3: 3,546 shares; 2025Q4: 3,668 shares; 2026Q1: 3,714 shares 3,714 $518K 0.05% +46 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,485 shares; 2025Q1: 2,030 shares; 2025Q2: 2,245 shares; 2025Q3: 2,036 shares; 2025Q4: 2,141 shares; 2026Q1: 2,076 shares 2,076 $515K 0.05% -65 Timeline GII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,687 shares; 2026Q1: 6,687 shares 6,687 $508K 0.04% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,119 shares; 2024Q4: 7,119 shares; 2025Q1: 7,119 shares; 2025Q2: 7,119 shares; 2025Q3: 7,119 shares; 2025Q4: 7,119 shares; 2026Q1: 7,119 shares 7,119 $496K 0.04% 0 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: not reported; 2024Q4: 5,483 shares; 2025Q1: 5,807 shares; 2025Q2: 5,574 shares; 2025Q3: 5,757 shares; 2025Q4: 6,367 shares; 2026Q1: 9,517 shares 9,517 $478K 0.04% +3,150 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 8,684 shares; 2025Q1: 8,804 shares; 2025Q2: 8,852 shares; 2025Q3: 9,156 shares; 2025Q4: 9,097 shares; 2026Q1: 9,167 shares 9,167 $470K 0.04% +70 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: 3,023 shares; 2024Q4: 2,769 shares; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,769 shares; 2026Q1: 2,772 shares 2,772 $468K 0.04% +3 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: 10,403 shares; 2024Q4: 10,663 shares; 2025Q1: 10,461 shares; 2025Q2: 12,495 shares; 2025Q3: 9,835 shares; 2025Q4: 9,538 shares; 2026Q1: 8,606 shares 8,606 $465K 0.04% -932 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: 815 shares; 2024Q4: 841 shares; 2025Q1: 831 shares; 2025Q2: 830 shares; 2025Q3: 834 shares; 2025Q4: 845 shares; 2026Q1: 847 shares 847 $456K 0.04% +2 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,249 shares; 2025Q1: 1,266 shares; 2025Q2: 1,274 shares; 2025Q3: 1,309 shares; 2025Q4: 1,370 shares; 2026Q1: 1,436 shares 1,436 $446K 0.04% +66 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,651 shares; 2025Q1: 1,613 shares; 2025Q2: 1,616 shares; 2025Q3: 1,619 shares; 2025Q4: 2,210 shares; 2026Q1: 2,317 shares 2,317 $444K 0.04% +107 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,397 shares; 2026Q1: 9,178 shares 9,178 $431K 0.04% +1,781 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,859 shares; 2026Q1: 8,861 shares 8,861 $428K 0.04% +2 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly 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: 21,519 shares; 2026Q1: 21,519 shares 21,519 $415K 0.04% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,310 shares; 2024Q4: 12,534 shares; 2025Q1: 11,280 shares; 2025Q2: 10,665 shares; 2025Q3: 10,766 shares; 2025Q4: 9,975 shares; 2026Q1: 10,187 shares 10,187 $397K 0.03% +212 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: 2,486 shares; 2024Q4: 2,396 shares; 2025Q1: 2,318 shares; 2025Q2: 2,197 shares; 2025Q3: 2,642 shares; 2025Q4: 2,415 shares; 2026Q1: 2,536 shares 2,536 $394K 0.03% +121 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 1,579 shares; 2025Q1: 1,564 shares; 2025Q2: 1,606 shares; 2025Q3: 1,628 shares; 2025Q4: 1,645 shares; 2026Q1: 1,842 shares 1,842 $383K 0.03% +197 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,939 shares; 2024Q4: 25,010 shares; 2025Q1: 25,097 shares; 2025Q2: 25,196 shares; 2025Q3: 20,261 shares; 2025Q4: 20,340 shares; 2026Q1: 20,422 shares 20,422 $371K 0.03% +82 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: 3,461 shares; 2024Q4: 3,464 shares; 2025Q1: 3,273 shares; 2025Q2: 3,276 shares; 2025Q3: 3,108 shares; 2025Q4: 3,111 shares; 2026Q1: 2,444 shares 2,444 $362K 0.03% -667 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,105 shares; 2026Q1: 6,281 shares 6,281 $358K 0.03% +176 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 7,860 shares; 2025Q1: 5,049 shares; 2025Q2: 4,997 shares; 2025Q3: 4,776 shares; 2025Q4: 4,575 shares; 2026Q1: 4,555 shares 4,555 $344K 0.03% -20 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,686 shares; 2026Q1: 5,690 shares 5,690 $337K 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 693 shares; 2025Q4: 1,036 shares; 2026Q1: 1,114 shares 1,114 $337K 0.03% +78 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: 2,692 shares; 2025Q1: 2,695 shares; 2025Q2: 2,709 shares; 2025Q3: 2,722 shares; 2025Q4: 2,765 shares; 2026Q1: 2,819 shares 2,819 $334K 0.03% +54 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 6,232 shares; 2025Q1: 5,627 shares; 2025Q2: 3,945 shares; 2025Q3: 3,959 shares; 2025Q4: 3,470 shares; 2026Q1: 3,139 shares 3,139 $333K 0.03% -331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: not reported; 2026Q1: 1,012 shares 1,012 $333K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 949 shares; 2026Q1: 958 shares 958 $327K 0.03% +9 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,390 shares; 2025Q1: 2,438 shares; 2025Q2: 2,343 shares; 2025Q3: 2,371 shares; 2025Q4: 3,174 shares; 2026Q1: 2,500 shares 2,500 $322K 0.03% -674 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: not reported; 2024Q4: 4,060 shares; 2025Q1: 4,528 shares; 2025Q2: 4,262 shares; 2025Q3: 4,512 shares; 2025Q4: 4,822 shares; 2026Q1: 4,071 shares 4,071 $316K 0.03% -751 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: 3,398 shares; 2024Q4: 3,517 shares; 2025Q1: 3,444 shares; 2025Q2: 3,555 shares; 2025Q3: 4,036 shares; 2025Q4: 3,596 shares; 2026Q1: 3,680 shares 3,680 $314K 0.03% +84 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 7,112 shares; 2025Q1: 4,152 shares; 2025Q2: 4,136 shares; 2025Q3: 4,167 shares; 2025Q4: 4,223 shares; 2026Q1: 4,302 shares 4,302 $309K 0.03% +79 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,118 shares; 2024Q4: 22,334 shares; 2025Q1: 22,334 shares; 2025Q2: 22,949 shares; 2025Q3: 27,333 shares; 2025Q4: 28,412 shares; 2026Q1: 28,412 shares 28,412 $289K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,422 shares; 2026Q1: 1,800 shares 1,800 $287K 0.03% +378 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: 6,097 shares; 2024Q4: 20,043 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,668 shares; 2026Q1: 9,786 shares 9,786 $285K 0.02% +118 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: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,988 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 4,125 shares; 2026Q1: 3,484 shares 3,484 $281K 0.02% -641 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,831 shares; 2025Q1: 8,331 shares; 2025Q2: 7,339 shares; 2025Q3: 7,558 shares; 2025Q4: 7,357 shares; 2026Q1: 7,365 shares 7,365 $279K 0.02% +8 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,736 shares; 2026Q1: 4,008 shares 4,008 $273K 0.02% +272 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,711 shares; 2025Q4: 5,711 shares; 2026Q1: 5,711 shares 5,711 $273K 0.02% 0 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: 3,653 shares; 2024Q4: 3,732 shares; 2025Q1: 3,848 shares; 2025Q2: 3,724 shares; 2025Q3: 3,751 shares; 2025Q4: 3,763 shares; 2026Q1: 3,812 shares 3,812 $272K 0.02% +49 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: 644 shares; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 754 shares 754 $265K 0.02% +54 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: 4,366 shares 4,366 $265K 0.02% new 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: 1,341 shares; 2025Q2: 1,347 shares; 2025Q3: 1,328 shares; 2025Q4: 1,369 shares; 2026Q1: 1,598 shares 1,598 $264K 0.02% +229 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 949 shares; 2025Q1: 952 shares; 2025Q2: 965 shares; 2025Q3: 931 shares; 2025Q4: 1,008 shares; 2026Q1: 983 shares 983 $262K 0.02% -25 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,531 shares; 2025Q1: 1,562 shares; 2025Q2: 1,574 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares; 2026Q1: 1,783 shares 1,783 $262K 0.02% +22 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,923 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,917 shares; 2025Q4: 3,917 shares; 2026Q1: 3,990 shares 3,990 $261K 0.02% +73 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: 15,517 shares; 2024Q4: 16,381 shares; 2025Q1: 15,293 shares; 2025Q2: 17,071 shares; 2025Q3: 14,895 shares; 2025Q4: 13,666 shares; 2026Q1: 8,914 shares 8,914 $250K 0.02% -4,752 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 10,439 shares; 2025Q1: 10,439 shares; 2025Q2: 10,439 shares; 2025Q3: 10,439 shares; 2025Q4: 10,439 shares; 2026Q1: 10,439 shares 10,439 $247K 0.02% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: 918 shares; 2025Q3: 1,120 shares; 2025Q4: 1,842 shares; 2026Q1: 1,849 shares 1,849 $246K 0.02% +7 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 870 shares; 2025Q1: 884 shares; 2025Q2: 862 shares; 2025Q3: 869 shares; 2025Q4: 886 shares; 2026Q1: 923 shares 923 $246K 0.02% +37 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,821 shares; 2025Q1: 4,879 shares; 2025Q2: 4,938 shares; 2025Q3: 4,996 shares; 2025Q4: 5,055 shares; 2026Q1: 5,122 shares 5,122 $245K 0.02% +67 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: not reported; 2025Q3: 667 shares; 2025Q4: not reported; 2026Q1: 706 shares 706 $244K 0.02% new 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: 1,021 shares 1,021 $243K 0.02% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,448 shares; 2025Q3: 6,479 shares; 2025Q4: 6,101 shares; 2026Q1: 6,104 shares 6,104 $241K 0.02% +3 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,943 shares; 2025Q1: 3,994 shares; 2025Q2: 4,014 shares; 2025Q3: 3,977 shares; 2025Q4: 4,163 shares; 2026Q1: 4,144 shares 4,144 $233K 0.02% -19 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,129 shares; 2025Q4: not reported; 2026Q1: 1,144 shares 1,144 $224K 0.02% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 891 shares 891 $223K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,655 shares 7,655 $222K 0.02% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares 2,364 $221K 0.02% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 8,852 shares; 2025Q1: 7,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,382 shares; 2026Q1: 6,390 shares 6,390 $217K 0.02% +8 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 247 shares 247 $214K 0.02% +1 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: 621 shares 621 $210K 0.02% 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: not reported; 2025Q4: 216 shares; 2026Q1: 211 shares 211 $203K 0.02% -5 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562 shares 562 $201K 0.02% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,487 shares; 2025Q1: 4,515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,992 shares 1,992 $201K 0.02% new Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,607 shares; 2024Q4: 41,607 shares; 2025Q1: 41,607 shares; 2025Q2: 41,607 shares; 2025Q3: 41,607 shares; 2025Q4: 41,607 shares; 2026Q1: 41,607 shares 41,607 $92.8K 0.01% 0 Timeline OGCP EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,474 shares; 2024Q4: 16,474 shares; 2025Q1: 16,474 shares; 2025Q2: 16,474 shares; 2025Q3: 16,474 shares; 2025Q4: 16,474 shares; 2026Q1: 16,474 shares 16,474 $86.3K 0.01% 0 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,477 shares; 2024Q4: 17,477 shares; 2025Q1: 17,477 shares; 2025Q2: 17,477 shares; 2025Q3: 17,477 shares; 2025Q4: 17,477 shares; 2026Q1: 17,477 shares 17,477 $84.4K 0.01% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 16,408 shares; 2025Q1: 16,408 shares; 2025Q2: 16,408 shares; 2025Q3: 16,408 shares; 2025Q4: 16,408 shares; 2026Q1: 16,408 shares 16,408 $82.7K 0.01% 0 Timeline