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: 235,332 shares; 2024Q4: 234,583 shares; 2025Q1: 233,414 shares; 2025Q2: 241,727 shares; 2025Q3: 238,156 shares; 2025Q4: 240,210 shares; 2026Q1: 248,021 shares 248,021 $108M 15.03% +7,811 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,823 shares; 2024Q4: 254,595 shares; 2025Q1: 287,038 shares; 2025Q2: 288,246 shares; 2025Q3: 323,537 shares; 2025Q4: 472,420 shares; 2026Q1: 519,501 shares 519,501 $57.3M 7.96% +47,081 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: 430,002 shares; 2024Q4: 434,967 shares; 2025Q1: 441,874 shares; 2025Q2: 456,116 shares; 2025Q3: 462,928 shares; 2025Q4: 471,838 shares; 2026Q1: 383,007 shares 383,007 $56.7M 7.87% -88,831 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: 535,419 shares; 2024Q4: 564,690 shares; 2025Q1: 578,467 shares; 2025Q2: 564,240 shares; 2025Q3: 578,112 shares; 2025Q4: 593,492 shares; 2026Q1: 643,659 shares 643,659 $49.6M 6.89% +50,167 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: 316,904 shares; 2024Q4: 318,884 shares; 2025Q1: 317,159 shares; 2025Q2: 321,274 shares; 2025Q3: 352,944 shares; 2025Q4: 365,920 shares; 2026Q1: 383,662 shares 383,662 $30.4M 4.22% +17,742 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: 254,887 shares; 2024Q4: 281,913 shares; 2025Q1: 299,142 shares; 2025Q2: 308,837 shares; 2025Q3: 316,780 shares; 2025Q4: 371,289 shares; 2026Q1: 383,389 shares 383,389 $28.2M 3.92% +12,100 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: 100,979 shares; 2024Q4: 104,438 shares; 2025Q1: 111,471 shares; 2025Q2: 119,660 shares; 2025Q3: 125,770 shares; 2025Q4: 131,334 shares; 2026Q1: 131,200 shares 131,200 $25.7M 3.57% -134 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: 37,629 shares; 2024Q4: 36,909 shares; 2025Q1: 34,075 shares; 2025Q2: 33,668 shares; 2025Q3: 33,456 shares; 2025Q4: 32,684 shares; 2026Q1: 32,386 shares 32,386 $22.6M 3.13% -298 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,706 shares; 2024Q4: 130,267 shares; 2025Q1: 128,715 shares; 2025Q2: 127,448 shares; 2025Q3: 123,185 shares; 2025Q4: 187,668 shares; 2026Q1: 684,743 shares 684,743 $21M 2.91% +497,075 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: 253,613 shares; 2024Q4: 247,594 shares; 2025Q1: 236,508 shares; 2025Q2: 209,523 shares; 2025Q3: 215,646 shares; 2025Q4: 206,671 shares; 2026Q1: 193,568 shares 193,568 $17.1M 2.37% -13,103 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: 191,123 shares; 2024Q4: 196,108 shares; 2025Q1: 192,895 shares; 2025Q2: 189,896 shares; 2025Q3: 188,686 shares; 2025Q4: 187,638 shares; 2026Q1: 185,764 shares 185,764 $16.1M 2.23% -1,874 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: 201,001 shares; 2024Q4: 209,905 shares; 2025Q1: 208,182 shares; 2025Q2: 207,699 shares; 2025Q3: 197,842 shares; 2025Q4: 200,521 shares; 2026Q1: 192,316 shares 192,316 $15.9M 2.21% -8,205 Timeline IGM 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: 78,894 shares; 2024Q4: 78,815 shares; 2025Q1: 80,350 shares; 2025Q2: 88,976 shares; 2025Q3: 102,735 shares; 2025Q4: 113,956 shares; 2026Q1: 123,424 shares 123,424 $14.6M 2.03% +9,468 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,217 shares; 2024Q4: 53,593 shares; 2025Q1: 51,016 shares; 2025Q2: 51,844 shares; 2025Q3: 51,029 shares; 2025Q4: 52,596 shares; 2026Q1: 52,339 shares 52,339 $11.3M 1.56% -257 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: 16,725 shares; 2024Q4: 16,504 shares; 2025Q1: 16,715 shares; 2025Q2: 17,115 shares; 2025Q3: 17,683 shares; 2025Q4: 18,635 shares; 2026Q1: 18,812 shares 18,812 $11.2M 1.56% +177 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,883 shares; 2024Q4: 66,445 shares; 2025Q1: 63,992 shares; 2025Q2: 66,928 shares; 2025Q3: 67,787 shares; 2025Q4: 70,432 shares; 2026Q1: 70,643 shares 70,643 $10.7M 1.48% +211 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: 26,259 shares; 2024Q4: 25,084 shares; 2025Q1: 23,345 shares; 2025Q2: 24,505 shares; 2025Q3: 23,055 shares; 2025Q4: 22,655 shares; 2026Q1: 22,484 shares 22,484 $9.59M 1.33% -171 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: 114,817 shares; 2024Q4: 119,626 shares; 2025Q1: 109,344 shares; 2025Q2: 113,433 shares; 2025Q3: 114,346 shares; 2025Q4: 117,508 shares; 2026Q1: 120,379 shares 120,379 $9.44M 1.31% +2,871 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,936 shares; 2024Q4: 114,503 shares; 2025Q1: 112,771 shares; 2025Q2: 115,740 shares; 2025Q3: 125,128 shares; 2025Q4: 131,912 shares; 2026Q1: 169,803 shares 169,803 $8.48M 1.18% +37,891 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: 32,275 shares; 2024Q4: 33,009 shares; 2025Q1: 34,313 shares; 2025Q2: 34,440 shares; 2025Q3: 34,948 shares; 2025Q4: 35,980 shares; 2026Q1: 36,970 shares 36,970 $8.03M 1.11% +990 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: 3,902 shares; 2024Q4: 4,020 shares; 2025Q1: 3,395 shares; 2025Q2: 3,230 shares; 2025Q3: 2,902 shares; 2025Q4: 79,402 shares; 2026Q1: 78,013 shares 78,013 $7.15M 0.99% -1,389 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: 24,882 shares; 2024Q4: 25,057 shares; 2025Q1: 24,150 shares; 2025Q2: 24,469 shares; 2025Q3: 23,761 shares; 2025Q4: 24,585 shares; 2026Q1: 26,925 shares 26,925 $7.05M 0.98% +2,340 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: 27,849 shares; 2024Q4: 27,680 shares; 2025Q1: 27,830 shares; 2025Q2: 27,826 shares; 2025Q3: 26,017 shares; 2025Q4: 24,485 shares; 2026Q1: 24,741 shares 24,741 $6.74M 0.93% +256 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: 10,149 shares; 2024Q4: 9,692 shares; 2025Q1: 9,250 shares; 2025Q2: 9,140 shares; 2025Q3: 8,983 shares; 2025Q4: 9,286 shares; 2026Q1: 9,741 shares 9,741 $5.62M 0.78% +455 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: 30,481 shares; 2024Q4: 31,321 shares; 2025Q1: 29,551 shares; 2025Q2: 29,218 shares; 2025Q3: 23,795 shares; 2025Q4: 23,577 shares; 2026Q1: 22,137 shares 22,137 $5.62M 0.78% -1,440 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,770 shares; 2024Q4: 82,319 shares; 2025Q1: 83,243 shares; 2025Q2: 81,185 shares; 2025Q3: 76,716 shares; 2025Q4: 77,365 shares; 2026Q1: 77,992 shares 77,992 $5.59M 0.78% +627 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: 54,522 shares; 2024Q4: 56,995 shares; 2025Q1: 60,903 shares; 2025Q2: 66,340 shares; 2025Q3: 61,244 shares; 2025Q4: 59,746 shares; 2026Q1: 59,363 shares 59,363 $5.27M 0.73% -383 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,640 shares; 2024Q4: 40,479 shares; 2025Q1: 42,045 shares; 2025Q2: 43,242 shares; 2025Q3: 41,922 shares; 2025Q4: 45,293 shares; 2026Q1: 46,625 shares 46,625 $5.23M 0.73% +1,332 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: 16,397 shares; 2024Q4: 16,913 shares; 2025Q1: 17,493 shares; 2025Q2: 18,291 shares; 2025Q3: 16,863 shares; 2025Q4: 17,051 shares; 2026Q1: 17,758 shares 17,758 $5.1M 0.71% +707 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: 66,904 shares; 2024Q4: 74,065 shares; 2025Q1: 70,509 shares; 2025Q2: 70,038 shares; 2025Q3: 69,458 shares; 2025Q4: 74,371 shares; 2026Q1: 79,357 shares 79,357 $4.65M 0.64% +4,986 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: 10,789 shares; 2024Q4: 10,476 shares; 2025Q1: 13,310 shares; 2025Q2: 13,477 shares; 2025Q3: 13,374 shares; 2025Q4: 13,320 shares; 2026Q1: 13,698 shares 13,698 $4.39M 0.61% +378 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,521 shares; 2024Q4: 92,120 shares; 2025Q1: 89,363 shares; 2025Q2: 87,996 shares; 2025Q3: 83,926 shares; 2025Q4: 85,339 shares; 2026Q1: 85,101 shares 85,101 $3.93M 0.55% -238 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: 48,805 shares; 2024Q4: 52,053 shares; 2025Q1: 49,386 shares; 2025Q2: 49,331 shares; 2025Q3: 48,448 shares; 2025Q4: 49,730 shares; 2026Q1: 49,303 shares 49,303 $3.81M 0.53% -427 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,638 shares; 2025Q1: 7,362 shares; 2025Q2: 19,705 shares; 2025Q3: 18,732 shares; 2025Q4: 18,674 shares; 2026Q1: 18,724 shares 18,724 $3.71M 0.51% +50 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: 2,566 shares; 2024Q4: 2,566 shares; 2025Q1: 2,666 shares; 2025Q2: 2,637 shares; 2025Q3: 2,963 shares; 2025Q4: 4,130 shares; 2026Q1: 12,349 shares 12,349 $3.54M 0.49% +8,219 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: 18,891 shares; 2024Q4: 19,236 shares; 2025Q1: 18,845 shares; 2025Q2: 18,990 shares; 2025Q3: 18,584 shares; 2025Q4: 18,525 shares; 2026Q1: 18,818 shares 18,818 $3.47M 0.48% +293 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: 11,888 shares; 2024Q4: 12,461 shares; 2025Q1: 11,760 shares; 2025Q2: 12,432 shares; 2025Q3: 11,992 shares; 2025Q4: 12,700 shares; 2026Q1: 13,213 shares 13,213 $3.4M 0.47% +513 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: 6,267 shares; 2024Q4: 6,257 shares; 2025Q1: 6,478 shares; 2025Q2: 6,762 shares; 2025Q3: 7,048 shares; 2025Q4: 8,805 shares; 2026Q1: 8,884 shares 8,884 $3.29M 0.46% +79 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,728 shares; 2025Q3: 32,728 shares; 2025Q4: 30,374 shares; 2026Q1: 15,213 shares 15,213 $3M 0.42% -15,161 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: 7,129 shares; 2024Q4: 7,079 shares; 2025Q1: 6,813 shares; 2025Q2: 6,636 shares; 2025Q3: 6,693 shares; 2025Q4: 7,093 shares; 2026Q1: 6,883 shares 6,883 $2.96M 0.41% -210 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: 3,983 shares; 2024Q4: 3,949 shares; 2025Q1: 3,968 shares; 2025Q2: 3,978 shares; 2025Q3: 3,987 shares; 2025Q4: 4,117 shares; 2026Q1: 4,342 shares 4,342 $2.82M 0.39% +225 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: 9,480 shares; 2024Q4: 9,720 shares; 2025Q1: 8,022 shares; 2025Q2: 8,483 shares; 2025Q3: 7,738 shares; 2025Q4: 10,122 shares; 2026Q1: 9,628 shares 9,628 $2.77M 0.38% -494 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: 25,980 shares; 2024Q4: 27,140 shares; 2025Q1: 25,093 shares; 2025Q2: 25,093 shares; 2025Q3: 23,895 shares; 2025Q4: 24,100 shares; 2026Q1: 25,080 shares 25,080 $2.66M 0.37% +980 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: 56,367 shares; 2024Q4: 55,126 shares; 2025Q1: 45,322 shares; 2025Q2: 35,378 shares; 2025Q3: 33,687 shares; 2025Q4: 50,886 shares; 2026Q1: 48,999 shares 48,999 $2.65M 0.37% -1,887 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,225 shares; 2024Q4: 91,749 shares; 2025Q1: 88,203 shares; 2025Q2: 84,829 shares; 2025Q3: 87,350 shares; 2025Q4: 93,470 shares; 2026Q1: 96,957 shares 96,957 $2.58M 0.36% +3,487 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,799 shares; 2024Q4: 17,029 shares; 2025Q1: 16,604 shares; 2025Q2: 17,988 shares; 2025Q3: 17,328 shares; 2025Q4: 17,143 shares; 2026Q1: 17,193 shares 17,193 $2.43M 0.34% +50 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: 17,330 shares; 2024Q4: 16,255 shares; 2025Q1: 14,218 shares; 2025Q2: 14,475 shares; 2025Q3: 11,572 shares; 2025Q4: 11,855 shares; 2026Q1: 10,836 shares 10,836 $2.26M 0.31% -1,019 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: 3,410 shares; 2024Q4: 3,410 shares; 2025Q1: 4,132 shares; 2025Q2: 4,332 shares; 2025Q3: 4,490 shares; 2025Q4: 5,167 shares; 2026Q1: 4,282 shares 4,282 $2.05M 0.28% -885 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: 12,795 shares; 2024Q4: 12,250 shares; 2025Q1: 12,818 shares; 2025Q2: 11,888 shares; 2025Q3: 12,308 shares; 2025Q4: 24,150 shares; 2026Q1: 24,218 shares 24,218 $2M 0.28% +68 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: 12,400 shares; 2024Q4: 11,746 shares; 2025Q1: 11,509 shares; 2025Q2: 11,843 shares; 2025Q3: 10,236 shares; 2025Q4: 12,478 shares; 2026Q1: 12,322 shares 12,322 $1.91M 0.27% -156 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,589 shares; 2024Q4: 13,512 shares; 2025Q1: 13,071 shares; 2025Q2: 13,377 shares; 2025Q3: 12,836 shares; 2025Q4: 12,820 shares; 2026Q1: 12,888 shares 12,888 $1.87M 0.26% +68 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: 11,999 shares; 2024Q4: 11,999 shares; 2025Q1: 10,479 shares; 2025Q2: 10,479 shares; 2025Q3: 10,479 shares; 2025Q4: 11,329 shares; 2026Q1: 11,182 shares 11,182 $1.85M 0.26% -147 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: 20,221 shares; 2024Q4: 20,292 shares; 2025Q1: 20,561 shares; 2025Q2: 20,521 shares; 2025Q3: 15,111 shares; 2025Q4: 15,247 shares; 2026Q1: 14,013 shares 14,013 $1.74M 0.24% -1,234 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: 2,551 shares; 2025Q1: 3,041 shares; 2025Q2: 2,541 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares; 2026Q1: 2,449 shares 2,449 $1.74M 0.24% -22 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: 19,442 shares; 2024Q4: 19,954 shares; 2025Q1: 19,126 shares; 2025Q2: 19,110 shares; 2025Q3: 19,459 shares; 2025Q4: 17,464 shares; 2026Q1: 17,529 shares 17,529 $1.68M 0.23% +65 Timeline VCLT 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: 83,121 shares; 2024Q4: 84,293 shares; 2025Q1: 78,493 shares; 2025Q2: 78,502 shares; 2025Q3: 69,580 shares; 2025Q4: 56,724 shares; 2026Q1: 21,722 shares 21,722 $1.62M 0.23% -35,002 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: 21,574 shares; 2024Q4: 21,274 shares; 2025Q1: 21,275 shares; 2025Q2: 22,434 shares; 2025Q3: 21,472 shares; 2025Q4: 21,422 shares; 2026Q1: 21,387 shares 21,387 $1.61M 0.22% -35 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,123 shares; 2024Q4: 14,944 shares; 2025Q1: 15,215 shares; 2025Q2: 12,789 shares; 2025Q3: 12,791 shares; 2025Q4: 12,792 shares; 2026Q1: 12,942 shares 12,942 $1.57M 0.22% +150 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: 28,595 shares; 2024Q4: 26,912 shares; 2025Q1: 26,038 shares; 2025Q2: 25,891 shares; 2025Q3: 26,157 shares; 2025Q4: 26,168 shares; 2026Q1: 24,456 shares 24,456 $1.57M 0.22% -1,712 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: 12,519 shares; 2024Q4: 12,139 shares; 2025Q1: 11,331 shares; 2025Q2: 11,363 shares; 2025Q3: 10,293 shares; 2025Q4: 9,271 shares; 2026Q1: 9,275 shares 9,275 $1.57M 0.22% +4 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 10,315 shares; 2025Q1: 10,223 shares; 2025Q2: 9,936 shares; 2025Q3: 8,928 shares; 2025Q4: 8,875 shares; 2026Q1: 8,687 shares 8,687 $1.56M 0.22% -188 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 4,812 shares; 2025Q1: 4,772 shares; 2025Q2: 4,735 shares; 2025Q3: 4,577 shares; 2025Q4: 4,414 shares; 2026Q1: 4,328 shares 4,328 $1.55M 0.22% -86 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: 8,329 shares; 2024Q4: 8,429 shares; 2025Q1: 6,930 shares; 2025Q2: 6,812 shares; 2025Q3: 6,257 shares; 2025Q4: 6,323 shares; 2026Q1: 6,340 shares 6,340 $1.55M 0.22% +17 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,255 shares; 2024Q4: 19,883 shares; 2025Q1: 19,276 shares; 2025Q2: 19,426 shares; 2025Q3: 18,171 shares; 2025Q4: 16,275 shares; 2026Q1: 16,275 shares 16,275 $1.52M 0.21% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,179 shares; 2025Q1: 2,147 shares; 2025Q2: 2,185 shares; 2025Q3: 2,172 shares; 2025Q4: 2,174 shares; 2026Q1: 2,172 shares 2,172 $1.42M 0.2% -2 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: 2,319 shares; 2024Q4: 2,119 shares; 2025Q1: 1,653 shares; 2025Q2: 1,918 shares; 2025Q3: 1,923 shares; 2025Q4: 13,244 shares; 2026Q1: 10,494 shares 10,494 $1.39M 0.19% -2,750 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,526 shares; 2024Q4: 39,246 shares; 2025Q1: 38,898 shares; 2025Q2: 35,574 shares; 2025Q3: 36,945 shares; 2025Q4: 34,590 shares; 2026Q1: 30,865 shares 30,865 $1.38M 0.19% -3,725 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: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,636 shares; 2025Q3: 12,636 shares; 2025Q4: 12,636 shares; 2026Q1: 12,636 shares 12,636 $1.35M 0.19% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,747 shares; 2025Q1: 12,933 shares; 2025Q2: 12,933 shares; 2025Q3: 13,007 shares; 2025Q4: 13,532 shares; 2026Q1: 13,965 shares 13,965 $1.34M 0.19% +433 Timeline VWOB 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: 11,842 shares; 2024Q4: 11,882 shares; 2025Q1: 11,612 shares; 2025Q2: 11,653 shares; 2025Q3: 12,350 shares; 2025Q4: 18,969 shares; 2026Q1: 19,190 shares 19,190 $1.26M 0.17% +221 Timeline EMB 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: 6,771 shares; 2024Q4: 6,034 shares; 2025Q1: 6,170 shares; 2025Q2: 6,393 shares; 2025Q3: 7,018 shares; 2025Q4: 7,947 shares; 2026Q1: 13,042 shares 13,042 $1.23M 0.17% +5,095 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,301 shares; 2024Q4: 35,801 shares; 2025Q1: 26,201 shares; 2025Q2: 27,316 shares; 2025Q3: 22,773 shares; 2025Q4: 24,258 shares; 2026Q1: 24,058 shares 24,058 $1.2M 0.17% -200 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: 3,332 shares; 2024Q4: 3,333 shares; 2025Q1: 3,431 shares; 2025Q2: 3,419 shares; 2025Q3: 3,465 shares; 2025Q4: 3,569 shares; 2026Q1: 3,333 shares 3,333 $1.17M 0.16% -236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,166 shares 1,166 $1.07M 0.15% new Timeline HYG 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: 2,979 shares; 2024Q4: 4,073 shares; 2025Q1: 4,251 shares; 2025Q2: 4,068 shares; 2025Q3: 4,206 shares; 2025Q4: 6,294 shares; 2026Q1: 13,119 shares 13,119 $1.04M 0.14% +6,825 Timeline SUSC 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: 37,869 shares; 2025Q4: 43,625 shares; 2026Q1: 44,588 shares 44,588 $1.03M 0.14% +963 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,624 shares; 2024Q4: 20,704 shares; 2025Q1: 19,739 shares; 2025Q2: 19,794 shares; 2025Q3: 16,459 shares; 2025Q4: 16,034 shares; 2026Q1: 15,444 shares 15,444 $956K 0.13% -590 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: 18,020 shares; 2024Q4: 18,820 shares; 2025Q1: 18,820 shares; 2025Q2: 18,820 shares; 2025Q3: 17,320 shares; 2025Q4: 17,590 shares; 2026Q1: 17,750 shares 17,750 $933K 0.13% +160 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 10,229 shares; 2025Q1: 8,159 shares; 2025Q2: 8,205 shares; 2025Q3: 8,205 shares; 2025Q4: 9,782 shares; 2026Q1: 9,605 shares 9,605 $927K 0.13% -177 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: not reported; 2024Q4: 2,420 shares; 2025Q1: 3,121 shares; 2025Q2: 3,398 shares; 2025Q3: 4,183 shares; 2025Q4: 4,812 shares; 2026Q1: 5,221 shares 5,221 $911K 0.13% +409 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: 4,869 shares; 2024Q4: 4,595 shares; 2025Q1: 5,662 shares; 2025Q2: 7,110 shares; 2025Q3: 10,173 shares; 2025Q4: 10,478 shares; 2026Q1: 9,787 shares 9,787 $890K 0.12% -691 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: 6,787 shares; 2024Q4: 6,540 shares; 2025Q1: 6,364 shares; 2025Q2: 7,195 shares; 2025Q3: 6,720 shares; 2025Q4: 6,770 shares; 2026Q1: 6,953 shares 6,953 $864K 0.12% +183 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,813 shares; 2025Q1: 6,321 shares; 2025Q2: 6,793 shares; 2025Q3: 6,823 shares; 2025Q4: 7,010 shares; 2026Q1: 7,138 shares 7,138 $862K 0.12% +128 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: 3,378 shares; 2024Q4: 3,352 shares; 2025Q1: 3,310 shares; 2025Q2: 3,362 shares; 2025Q3: 3,571 shares; 2025Q4: 4,221 shares; 2026Q1: 4,474 shares 4,474 $858K 0.12% +253 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,675 shares; 2025Q1: 1,799 shares; 2025Q2: 1,805 shares; 2025Q3: 1,763 shares; 2025Q4: 2,581 shares; 2026Q1: 2,554 shares 2,554 $839K 0.12% -27 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: 12,946 shares; 2024Q4: 12,918 shares; 2025Q1: 12,286 shares; 2025Q2: 12,078 shares; 2025Q3: 11,082 shares; 2025Q4: 9,548 shares; 2026Q1: 9,076 shares 9,076 $833K 0.12% -472 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: 1,795 shares; 2024Q4: 1,822 shares; 2025Q1: 1,960 shares; 2025Q2: 1,911 shares; 2025Q3: 1,696 shares; 2025Q4: 3,673 shares; 2026Q1: 2,707 shares 2,707 $796K 0.11% -966 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: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 5,104 shares; 2025Q2: 5,075 shares; 2025Q3: 5,276 shares; 2025Q4: 5,305 shares; 2026Q1: 5,327 shares 5,327 $769K 0.11% +22 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: not reported; 2024Q4: 4,735 shares; 2025Q1: 3,335 shares; 2025Q2: 2,335 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares 2,335 $764K 0.11% 0 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: 20,380 shares; 2024Q4: 18,685 shares; 2025Q1: 18,210 shares; 2025Q2: 16,936 shares; 2025Q3: 17,036 shares; 2025Q4: 16,507 shares; 2026Q1: 15,967 shares 15,967 $726K 0.1% -540 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: 12,082 shares; 2024Q4: 11,992 shares; 2025Q1: 14,309 shares; 2025Q2: 15,179 shares; 2025Q3: 14,129 shares; 2025Q4: 15,940 shares; 2026Q1: 15,990 shares 15,990 $721K 0.1% +50 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: 2,800 shares; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares 1,763 $648K 0.09% 0 Timeline GLOBAL X FTSE GREECE 20 ETF GLOBAL X FTSE GREECE 20 ETF More: the full row for GLOBAL X FTSE GREECE 20 ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,650 shares; 2025Q2: 9,970 shares; 2025Q3: not reported; 2025Q4: 9,970 shares; 2026Q1: 9,970 shares 9,970 $637K 0.09% 0 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: 9,468 shares; 2024Q4: 9,468 shares; 2025Q1: 9,397 shares; 2025Q2: 9,391 shares; 2025Q3: 9,191 shares; 2025Q4: 9,193 shares; 2026Q1: 9,202 shares 9,202 $607K 0.08% +9 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: 2,485 shares; 2025Q3: 2,374 shares; 2025Q4: 5,203 shares; 2026Q1: 6,058 shares 6,058 $588K 0.08% +855 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 8,142 shares; 2025Q1: 8,142 shares; 2025Q2: 8,142 shares; 2025Q3: 8,342 shares; 2025Q4: 7,107 shares; 2026Q1: 7,107 shares 7,107 $569K 0.08% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,869 shares; 2024Q4: 5,869 shares; 2025Q1: 5,869 shares; 2025Q2: 5,869 shares; 2025Q3: 5,869 shares; 2025Q4: 5,789 shares; 2026Q1: 5,789 shares 5,789 $566K 0.08% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,431 shares; 2024Q4: 22,447 shares; 2025Q1: 22,449 shares; 2025Q2: 17,223 shares; 2025Q3: 17,647 shares; 2025Q4: 26,065 shares; 2026Q1: 26,722 shares 26,722 $565K 0.08% +657 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: 3,647 shares; 2024Q4: 14,655 shares; 2025Q1: 14,674 shares; 2025Q2: 15,179 shares; 2025Q3: 15,079 shares; 2025Q4: 14,672 shares; 2026Q1: 19,300 shares 19,300 $562K 0.08% +4,628 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: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 3,031 shares; 2025Q2: 3,095 shares; 2025Q3: 3,082 shares; 2025Q4: 3,190 shares; 2026Q1: 3,273 shares 3,273 $555K 0.08% +83 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: 2,058 shares; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: 1,758 shares; 2025Q3: 1,758 shares; 2025Q4: 1,783 shares; 2026Q1: 1,784 shares 1,784 $533K 0.07% +1 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,607 shares; 2024Q4: 6,577 shares; 2025Q1: 6,737 shares; 2025Q2: 8,637 shares; 2025Q3: 9,672 shares; 2025Q4: 10,047 shares; 2026Q1: 11,059 shares 11,059 $531K 0.07% +1,012 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,852 shares; 2024Q4: 23,852 shares; 2025Q1: 23,852 shares; 2025Q2: 23,852 shares; 2025Q3: 12,264 shares; 2025Q4: 8,916 shares; 2026Q1: 9,084 shares 9,084 $531K 0.07% +168 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,472 shares; 2025Q1: 6,430 shares; 2025Q2: 6,640 shares; 2025Q3: 6,740 shares; 2025Q4: 6,604 shares; 2026Q1: 6,672 shares 6,672 $518K 0.07% +68 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: 4,482 shares; 2024Q4: 5,641 shares; 2025Q1: 4,373 shares; 2025Q2: 4,437 shares; 2025Q3: 4,417 shares; 2025Q4: 4,899 shares; 2026Q1: 4,242 shares 4,242 $510K 0.07% -657 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: 2,300 shares; 2024Q4: 2,361 shares; 2025Q1: 2,026 shares; 2025Q2: 2,206 shares; 2025Q3: 1,390 shares; 2025Q4: 1,704 shares; 2026Q1: 1,615 shares 1,615 $500K 0.07% -89 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 365 shares; 2026Q1: 366 shares 366 $483K 0.07% +1 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: 3,210 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,499 shares; 2025Q3: 2,789 shares; 2025Q4: 3,214 shares; 2026Q1: 4,604 shares 4,604 $457K 0.06% +1,390 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: 2,630 shares; 2024Q4: 2,518 shares; 2025Q1: 2,029 shares; 2025Q2: 1,889 shares; 2025Q3: 1,879 shares; 2025Q4: 1,816 shares; 2026Q1: 1,686 shares 1,686 $456K 0.06% -130 Timeline ICLN 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: 26,002 shares; 2024Q4: 20,325 shares; 2025Q1: 15,177 shares; 2025Q2: 19,549 shares; 2025Q3: 20,478 shares; 2025Q4: 22,732 shares; 2026Q1: 23,082 shares 23,082 $422K 0.06% +350 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 10,116 shares; 2025Q1: 10,420 shares; 2025Q2: 3,849 shares; 2025Q3: 4,327 shares; 2025Q4: 5,674 shares; 2026Q1: 6,288 shares 6,288 $395K 0.05% +614 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 2,151 shares; 2025Q1: 2,023 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares; 2025Q4: 1,633 shares; 2026Q1: 1,633 shares 1,633 $392K 0.05% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,553 shares; 2026Q1: 2,557 shares 2,557 $375K 0.05% +4 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,291 shares; 2024Q4: 8,439 shares; 2025Q1: 9,542 shares; 2025Q2: 10,744 shares; 2025Q3: 5,835 shares; 2025Q4: 7,111 shares; 2026Q1: 8,084 shares 8,084 $370K 0.05% +973 Timeline ICSH 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $354K 0.05% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 537 shares; 2025Q2: 573 shares; 2025Q3: 570 shares; 2025Q4: 564 shares; 2026Q1: 569 shares 569 $344K 0.05% +5 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,385 shares; 2025Q1: 3,385 shares; 2025Q2: 3,385 shares; 2025Q3: 3,385 shares; 2025Q4: 3,115 shares; 2026Q1: 3,115 shares 3,115 $342K 0.05% 0 Timeline SCHC 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: 6,620 shares; 2024Q4: 6,842 shares; 2025Q1: 7,268 shares; 2025Q2: 6,873 shares; 2025Q3: 6,975 shares; 2025Q4: 7,216 shares; 2026Q1: 7,186 shares 7,186 $336K 0.05% -30 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: 699 shares; 2025Q1: 818 shares; 2025Q2: 851 shares; 2025Q3: 757 shares; 2025Q4: 1,015 shares; 2026Q1: 1,012 shares 1,012 $333K 0.05% -3 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: 3,365 shares; 2024Q4: 3,365 shares; 2025Q1: 3,017 shares; 2025Q2: 3,017 shares; 2025Q3: 2,717 shares; 2025Q4: 3,461 shares; 2026Q1: 2,557 shares 2,557 $328K 0.05% -904 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,604 shares; 2025Q1: 1,615 shares; 2025Q2: 1,661 shares; 2025Q3: 1,642 shares; 2025Q4: 1,674 shares; 2026Q1: 1,575 shares 1,575 $326K 0.05% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,523 shares; 2026Q1: 4,663 shares 4,663 $325K 0.05% +1,140 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: 2,335 shares; 2024Q4: 2,353 shares; 2025Q1: 1,751 shares; 2025Q2: 1,762 shares; 2025Q3: 1,711 shares; 2025Q4: 1,878 shares; 2026Q1: 1,905 shares 1,905 $296K 0.04% +27 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: 760 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 882 shares; 2025Q4: 866 shares; 2026Q1: 970 shares 970 $293K 0.04% +104 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: 314 shares; 2024Q4: 314 shares; 2025Q1: 296 shares; 2025Q2: 295 shares; 2025Q3: 297 shares; 2025Q4: 289 shares; 2026Q1: 291 shares 291 $290K 0.04% +2 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: 6,783 shares; 2024Q4: 13,267 shares; 2025Q1: 12,892 shares; 2025Q2: 11,234 shares; 2025Q3: 9,288 shares; 2025Q4: 9,001 shares; 2026Q1: 11,589 shares 11,589 $287K 0.04% +2,588 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,751 shares; 2025Q1: 2,847 shares; 2025Q2: 2,887 shares; 2025Q3: 2,859 shares; 2025Q4: 3,155 shares; 2026Q1: 3,209 shares 3,209 $278K 0.04% +54 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107 shares 1,107 $275K 0.04% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,182 shares; 2026Q1: 1,107 shares 1,107 $269K 0.04% -75 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,739 shares; 2025Q1: 2,740 shares; 2025Q2: 2,741 shares; 2025Q3: 2,692 shares; 2025Q4: 2,658 shares; 2026Q1: 2,698 shares 2,698 $264K 0.04% +40 Timeline BLV 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: 26,591 shares; 2024Q4: 26,326 shares; 2025Q1: 25,081 shares; 2025Q2: 20,166 shares; 2025Q3: 18,769 shares; 2025Q4: 9,465 shares; 2026Q1: 3,822 shares 3,822 $263K 0.04% -5,643 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: not reported; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $262K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,260 shares 4,260 $261K 0.04% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 505 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 600 shares 600 $255K 0.04% -13 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,827 shares; 2026Q1: 4,903 shares 4,903 $242K 0.03% +76 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 2,442 shares; 2026Q1: 2,493 shares 2,493 $235K 0.03% +51 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,755 shares; 2025Q2: 14,840 shares; 2025Q3: 13,455 shares; 2025Q4: 13,499 shares; 2026Q1: 13,485 shares 13,485 $234K 0.03% -14 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,096 shares; 2026Q1: 2,096 shares 2,096 $232K 0.03% 0 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: 447 shares; 2024Q4: 447 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 450 shares; 2025Q4: 473 shares; 2026Q1: 468 shares 468 $216K 0.03% -5 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: 1,576 shares 1,576 $214K 0.03% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,721 shares; 2025Q4: 3,774 shares; 2026Q1: 3,780 shares 3,780 $214K 0.03% +6 Timeline SHE 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: 1,658 shares; 2026Q1: 1,660 shares 1,660 $212K 0.03% +2 Timeline KBWB 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: 2,616 shares; 2026Q1: 2,619 shares 2,619 $207K 0.03% +3 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,670 shares; 2025Q3: 8,260 shares; 2025Q4: 8,260 shares; 2026Q1: 8,510 shares 8,510 $207K 0.03% +250 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,282 shares 1,282 $206K 0.03% -68 Timeline