DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 268,631 shares; 2025Q1: 393,856 shares; 2025Q2: 456,678 shares; 2025Q3: 456,678 shares; 2025Q4: 917,707 shares; 2026Q1: 950,162 shares 950,162 $37.2M 5.94% +32,455 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,555 shares; 2025Q1: 15,429 shares; 2025Q2: 68,911 shares; 2025Q3: 68,911 shares; 2025Q4: 114,709 shares; 2026Q1: 105,586 shares 105,586 $34.1M 5.45% -9,123 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: not loaded; 2024Q4: 1,277 shares; 2025Q1: 2,412 shares; 2025Q2: 10,117 shares; 2025Q3: 10,117 shares; 2025Q4: 40,432 shares; 2026Q1: 46,544 shares 46,544 $28M 4.48% +6,112 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118,658 shares; 2025Q1: 156,226 shares; 2025Q2: 180,535 shares; 2025Q3: 180,535 shares; 2025Q4: 478,664 shares; 2026Q1: 502,259 shares 502,259 $18.1M 2.89% +23,595 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: not loaded; 2024Q4: 43,518 shares; 2025Q1: 91,761 shares; 2025Q2: 133,205 shares; 2025Q3: 133,205 shares; 2025Q4: 251,855 shares; 2026Q1: 275,743 shares 275,743 $18M 2.87% +23,888 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95,396 shares; 2025Q1: 95,953 shares; 2025Q2: 119,352 shares; 2025Q3: 119,352 shares; 2025Q4: 186,690 shares; 2026Q1: 209,677 shares 209,677 $17.3M 2.76% +22,987 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210,654 shares; 2025Q1: 210,726 shares; 2025Q2: 227,250 shares; 2025Q3: 227,250 shares; 2025Q4: 268,242 shares; 2026Q1: 309,411 shares 309,411 $13.1M 2.09% +41,169 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151,171 shares; 2025Q1: 142,950 shares; 2025Q2: 143,504 shares; 2025Q3: 143,504 shares; 2025Q4: 187,252 shares; 2026Q1: 216,985 shares 216,985 $11.3M 1.81% +29,733 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: not loaded; 2024Q4: 10,170 shares; 2025Q1: 21,416 shares; 2025Q2: 64,364 shares; 2025Q3: 64,364 shares; 2025Q4: 203,212 shares; 2026Q1: 233,977 shares 233,977 $11.2M 1.79% +30,765 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 loaded; 2024Q4: not reported; 2025Q1: 41,853 shares; 2025Q2: 82,593 shares; 2025Q3: 82,593 shares; 2025Q4: 167,277 shares; 2026Q1: 179,274 shares 179,274 $10.7M 1.71% +11,997 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: not loaded; 2024Q4: 7,237 shares; 2025Q1: 12,777 shares; 2025Q2: 55,998 shares; 2025Q3: 55,998 shares; 2025Q4: 138,955 shares; 2026Q1: 135,545 shares 135,545 $10.6M 1.69% -3,410 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: not loaded; 2024Q4: 631 shares; 2025Q1: 459 shares; 2025Q2: 12,078 shares; 2025Q3: 12,078 shares; 2025Q4: 14,610 shares; 2026Q1: 14,653 shares 14,653 $9.6M 1.53% +43 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: not loaded; 2024Q4: 193,557 shares; 2025Q1: 199,194 shares; 2025Q2: 189,126 shares; 2025Q3: 189,126 shares; 2025Q4: 310,046 shares; 2026Q1: 346,201 shares 346,201 $9.26M 1.48% +36,155 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: not loaded; 2024Q4: 86,982 shares; 2025Q1: 88,333 shares; 2025Q2: 101,344 shares; 2025Q3: 101,344 shares; 2025Q4: 152,745 shares; 2026Q1: 166,254 shares 166,254 $9.01M 1.44% +13,509 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83,570 shares; 2025Q1: 104,888 shares; 2025Q2: 107,424 shares; 2025Q3: 107,424 shares; 2025Q4: 239,806 shares; 2026Q1: 253,398 shares 253,398 $8.82M 1.41% +13,592 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,998 shares; 2025Q1: 32,980 shares; 2025Q2: 67,117 shares; 2025Q3: 67,117 shares; 2025Q4: 106,107 shares; 2026Q1: 113,071 shares 113,071 $8.08M 1.29% +6,964 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: not loaded; 2024Q4: not reported; 2025Q1: 3,604 shares; 2025Q2: 13,058 shares; 2025Q3: 13,058 shares; 2025Q4: 10,021 shares; 2026Q1: 12,021 shares 12,021 $7.91M 1.26% +2,000 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: not loaded; 2024Q4: 36,880 shares; 2025Q1: 48,356 shares; 2025Q2: 82,976 shares; 2025Q3: 82,976 shares; 2025Q4: 143,100 shares; 2026Q1: 157,714 shares 157,714 $7.87M 1.26% +14,614 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,078 shares; 2025Q2: 13,178 shares; 2025Q3: 13,178 shares; 2025Q4: 96,059 shares; 2026Q1: 106,219 shares 106,219 $7.7M 1.23% +10,160 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: not loaded; 2024Q4: 10,718 shares; 2025Q1: 10,132 shares; 2025Q2: 12,078 shares; 2025Q3: 12,078 shares; 2025Q4: 14,346 shares; 2026Q1: 17,204 shares 17,204 $7.6M 1.21% +2,858 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,232 shares; 2025Q1: 6,695 shares; 2025Q2: 11,287 shares; 2025Q3: 11,287 shares; 2025Q4: 58,488 shares; 2026Q1: 71,439 shares 71,439 $7.46M 1.19% +12,951 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,946 shares; 2025Q1: 66,520 shares; 2025Q2: 60,623 shares; 2025Q3: 60,623 shares; 2025Q4: 63,728 shares; 2026Q1: 68,313 shares 68,313 $6.95M 1.11% +4,585 Timeline SPTI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,559 shares; 2025Q3: 24,559 shares; 2025Q4: 188,809 shares; 2026Q1: 227,423 shares 227,423 $6.49M 1.04% +38,614 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 loaded; 2024Q4: 12,503 shares; 2025Q1: 12,405 shares; 2025Q2: 15,505 shares; 2025Q3: 15,505 shares; 2025Q4: 35,735 shares; 2026Q1: 35,971 shares 35,971 $6.32M 1.01% +236 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: not loaded; 2024Q4: 4,376 shares; 2025Q1: 5,298 shares; 2025Q2: 17,055 shares; 2025Q3: 17,055 shares; 2025Q4: 25,550 shares; 2026Q1: 24,166 shares 24,166 $6.18M 0.99% -1,384 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,726 shares; 2025Q1: 67,995 shares; 2025Q2: 143,039 shares; 2025Q3: 143,039 shares; 2025Q4: 141,075 shares; 2026Q1: 169,013 shares 169,013 $5.93M 0.95% +27,938 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 loaded; 2024Q4: not reported; 2025Q1: 20,204 shares; 2025Q2: 30,903 shares; 2025Q3: 30,903 shares; 2025Q4: 105,459 shares; 2026Q1: 117,355 shares 117,355 $5.71M 0.91% +11,896 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,295 shares; 2025Q2: 53,912 shares; 2025Q3: 53,912 shares; 2025Q4: 97,506 shares; 2026Q1: 96,572 shares 96,572 $5.63M 0.9% -934 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: not loaded; 2024Q4: 18,294 shares; 2025Q1: 18,086 shares; 2025Q2: 34,586 shares; 2025Q3: 34,586 shares; 2025Q4: 63,865 shares; 2026Q1: 66,475 shares 66,475 $5.25M 0.84% +2,610 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,843 shares; 2025Q2: 13,238 shares; 2025Q3: 13,238 shares; 2025Q4: 27,941 shares; 2026Q1: 35,954 shares 35,954 $5.02M 0.8% +8,013 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: not loaded; 2024Q4: not reported; 2025Q1: 6,602 shares; 2025Q2: 15,886 shares; 2025Q3: 15,886 shares; 2025Q4: 29,218 shares; 2026Q1: 49,250 shares 49,250 $4.94M 0.79% +20,032 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,341 shares; 2026Q1: 205,904 shares 205,904 $4.77M 0.76% +7,563 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,222 shares; 2026Q1: 77,457 shares 77,457 $4.55M 0.73% +16,235 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,795 shares; 2026Q1: 58,869 shares 58,869 $4.54M 0.73% +17,074 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104,158 shares; 2025Q1: 113,506 shares; 2025Q2: 102,192 shares; 2025Q3: 102,192 shares; 2025Q4: 106,984 shares; 2026Q1: 117,713 shares 117,713 $4.3M 0.69% +10,729 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 14,819 shares; 2026Q1: 19,384 shares 19,384 $4.1M 0.65% +4,565 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236,807 shares; 2025Q3: 236,807 shares; 2025Q4: 233,715 shares; 2026Q1: 233,715 shares 233,715 $3.98M 0.64% 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: not loaded; 2024Q4: 105,780 shares; 2025Q1: 100,623 shares; 2025Q2: 137,431 shares; 2025Q3: 137,431 shares; 2025Q4: 134,294 shares; 2026Q1: 114,201 shares 114,201 $3.93M 0.63% -20,093 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,251 shares; 2026Q1: 50,547 shares 50,547 $3.83M 0.61% +3,296 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,142 shares; 2026Q1: 30,372 shares 30,372 $3.48M 0.56% +6,230 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,651 shares; 2025Q3: 58,651 shares; 2025Q4: 120,869 shares; 2026Q1: 136,181 shares 136,181 $3.46M 0.55% +15,312 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: not loaded; 2024Q4: 5,906 shares; 2025Q1: 5,080 shares; 2025Q2: 5,848 shares; 2025Q3: 5,848 shares; 2025Q4: 13,983 shares; 2026Q1: 17,325 shares 17,325 $3.41M 0.54% +3,342 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,440 shares; 2026Q1: 34,258 shares 34,258 $3.4M 0.54% +1,818 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,044 shares; 2025Q2: 43,500 shares; 2025Q3: 43,500 shares; 2025Q4: 46,993 shares; 2026Q1: 63,626 shares 63,626 $3.25M 0.52% +16,633 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,837 shares; 2025Q3: 22,837 shares; 2025Q4: 19,921 shares; 2026Q1: 19,921 shares 19,921 $3.23M 0.52% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,156 shares; 2025Q3: 14,156 shares; 2025Q4: 51,465 shares; 2026Q1: 64,735 shares 64,735 $3.21M 0.51% +13,270 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,969 shares; 2026Q1: 70,065 shares 70,065 $3.2M 0.51% +4,096 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,016 shares; 2025Q2: 10,555 shares; 2025Q3: 10,555 shares; 2025Q4: 11,131 shares; 2026Q1: 12,652 shares 12,652 $3.18M 0.51% +1,521 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,475 shares; 2025Q3: 7,475 shares; 2025Q4: 11,112 shares; 2026Q1: 10,291 shares 10,291 $3.06M 0.49% -821 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,941 shares; 2025Q3: 8,941 shares; 2025Q4: 77,012 shares; 2026Q1: 81,277 shares 81,277 $3.01M 0.48% +4,265 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,428 shares; 2025Q1: 4,082 shares; 2025Q2: 7,745 shares; 2025Q3: 7,745 shares; 2025Q4: 22,985 shares; 2026Q1: 36,975 shares 36,975 $3.01M 0.48% +13,990 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: not loaded; 2024Q4: not reported; 2025Q1: 12,985 shares; 2025Q2: 15,122 shares; 2025Q3: 15,122 shares; 2025Q4: 105,123 shares; 2026Q1: 113,864 shares 113,864 $2.86M 0.46% +8,741 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,660 shares; 2025Q1: 41,246 shares; 2025Q2: 56,848 shares; 2025Q3: 56,848 shares; 2025Q4: 50,770 shares; 2026Q1: 44,333 shares 44,333 $2.78M 0.44% -6,437 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,946 shares; 2026Q1: 36,259 shares 36,259 $2.73M 0.44% +5,313 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,667 shares; 2025Q1: 14,302 shares; 2025Q2: 20,298 shares; 2025Q3: 20,298 shares; 2025Q4: 19,434 shares; 2026Q1: 23,307 shares 23,307 $2.61M 0.42% +3,873 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,472 shares; 2025Q1: 41,316 shares; 2025Q2: 49,563 shares; 2025Q3: 49,563 shares; 2025Q4: 89,258 shares; 2026Q1: 85,267 shares 85,267 $2.6M 0.42% -3,991 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,634 shares; 2026Q1: 106,687 shares 106,687 $2.58M 0.41% +13,053 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,600 shares; 2025Q1: 20,355 shares; 2025Q2: 24,764 shares; 2025Q3: 24,764 shares; 2025Q4: 23,869 shares; 2026Q1: 22,937 shares 22,937 $2.54M 0.41% -932 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 loaded; 2024Q4: 70,142 shares; 2025Q1: 67,064 shares; 2025Q2: 81,282 shares; 2025Q3: 81,282 shares; 2025Q4: 58,971 shares; 2026Q1: 63,572 shares 63,572 $2.54M 0.41% +4,601 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,406 shares; 2025Q1: 6,135 shares; 2025Q2: 8,613 shares; 2025Q3: 8,613 shares; 2025Q4: 6,990 shares; 2026Q1: 6,707 shares 6,707 $2.5M 0.4% -283 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,926 shares; 2026Q1: 48,980 shares 48,980 $2.48M 0.4% +7,054 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,030 shares; 2025Q2: 26,226 shares; 2025Q3: 26,226 shares; 2025Q4: 32,041 shares; 2026Q1: 31,000 shares 31,000 $2.47M 0.39% -1,041 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares; 2025Q4: 2,813 shares; 2026Q1: 20,145 shares 20,145 $2.34M 0.37% +17,332 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: not loaded; 2024Q4: 38,265 shares; 2025Q1: 38,079 shares; 2025Q2: 46,146 shares; 2025Q3: 46,146 shares; 2025Q4: 49,271 shares; 2026Q1: 50,553 shares 50,553 $2.3M 0.37% +1,282 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,946 shares; 2025Q1: 28,456 shares; 2025Q2: 44,373 shares; 2025Q3: 44,373 shares; 2025Q4: 47,767 shares; 2026Q1: 53,729 shares 53,729 $2.3M 0.37% +5,962 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,796 shares; 2026Q1: 11,700 shares 11,700 $2.26M 0.36% +904 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,729 shares; 2025Q1: 22,763 shares; 2025Q2: 22,509 shares; 2025Q3: 22,509 shares; 2025Q4: 21,542 shares; 2026Q1: 21,988 shares 21,988 $2.25M 0.36% +446 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,818 shares; 2026Q1: 48,347 shares 48,347 $2.23M 0.36% +6,529 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: not loaded; 2024Q4: not reported; 2025Q1: 782 shares; 2025Q2: 3,489 shares; 2025Q3: 3,489 shares; 2025Q4: 3,530 shares; 2026Q1: 3,709 shares 3,709 $2.17M 0.35% +179 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,563 shares; 2025Q3: 7,563 shares; 2025Q4: 16,494 shares; 2026Q1: 14,845 shares 14,845 $2.13M 0.34% -1,649 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,696 shares; 2025Q3: 34,696 shares; 2025Q4: 21,650 shares; 2026Q1: 21,227 shares 21,227 $2.05M 0.33% -423 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: not loaded; 2024Q4: not reported; 2025Q1: 4,626 shares; 2025Q2: 7,226 shares; 2025Q3: 7,226 shares; 2025Q4: 22,742 shares; 2026Q1: 22,006 shares 22,006 $2.04M 0.33% -736 Timeline EUSA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,463 shares; 2026Q1: 19,898 shares 19,898 $2.03M 0.32% +4,435 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: not loaded; 2024Q4: 37,464 shares; 2025Q1: 36,145 shares; 2025Q2: 41,069 shares; 2025Q3: 41,069 shares; 2025Q4: 43,352 shares; 2026Q1: 43,796 shares 43,796 $2.01M 0.32% +444 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,515 shares; 2025Q2: 25,264 shares; 2025Q3: 25,264 shares; 2025Q4: 35,768 shares; 2026Q1: 37,014 shares 37,014 $2M 0.32% +1,246 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260,163 shares; 2025Q3: 260,163 shares; 2025Q4: 220,753 shares; 2026Q1: 213,770 shares 213,770 $2M 0.32% -6,983 Timeline DFSU 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 loaded; 2024Q4: 8,192 shares; 2025Q1: 7,735 shares; 2025Q2: 27,907 shares; 2025Q3: 27,907 shares; 2025Q4: 46,884 shares; 2026Q1: 47,203 shares 47,203 $1.96M 0.31% +319 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,570 shares; 2025Q3: 10,570 shares; 2025Q4: 15,195 shares; 2026Q1: 18,247 shares 18,247 $1.94M 0.31% +3,052 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,421 shares 58,421 $1.91M 0.31% new Timeline DMXF 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 loaded; 2024Q4: 22,944 shares; 2025Q1: 22,041 shares; 2025Q2: 20,837 shares; 2025Q3: 20,837 shares; 2025Q4: 24,019 shares; 2026Q1: 24,815 shares 24,815 $1.9M 0.3% +796 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 15,191 shares; 2026Q1: 15,168 shares 15,168 $1.81M 0.29% -23 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,418 shares; 2026Q1: 52,073 shares 52,073 $1.77M 0.28% +15,655 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: not loaded; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 5,844 shares; 2026Q1: 5,915 shares 5,915 $1.74M 0.28% +71 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: not loaded; 2024Q4: 15,462 shares; 2025Q1: 15,005 shares; 2025Q2: 15,446 shares; 2025Q3: 15,446 shares; 2025Q4: 18,207 shares; 2026Q1: 18,684 shares 18,684 $1.72M 0.27% +477 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,916 shares; 2026Q1: 37,312 shares 37,312 $1.7M 0.27% +9,396 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,396 shares 24,396 $1.69M 0.27% new 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: not loaded; 2024Q4: 4,347 shares; 2025Q1: 3,822 shares; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 7,391 shares; 2026Q1: 8,030 shares 8,030 $1.69M 0.27% +639 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,768 shares; 2026Q1: 33,242 shares 33,242 $1.63M 0.26% +1,474 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: not loaded; 2024Q4: 11,112 shares; 2025Q1: 11,112 shares; 2025Q2: 20,588 shares; 2025Q3: 20,588 shares; 2025Q4: 33,370 shares; 2026Q1: 32,965 shares 32,965 $1.6M 0.26% -405 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: not loaded; 2024Q4: not reported; 2025Q1: 21,048 shares; 2025Q2: 30,725 shares; 2025Q3: 30,725 shares; 2025Q4: 39,474 shares; 2026Q1: 40,152 shares 40,152 $1.59M 0.25% +678 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: not loaded; 2024Q4: 52,128 shares; 2025Q1: 13,487 shares; 2025Q2: 15,541 shares; 2025Q3: 15,541 shares; 2025Q4: 17,230 shares; 2026Q1: 23,094 shares 23,094 $1.57M 0.25% +5,864 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: not loaded; 2024Q4: 8,615 shares; 2025Q1: 10,130 shares; 2025Q2: 17,674 shares; 2025Q3: 17,674 shares; 2025Q4: 30,636 shares; 2026Q1: 32,706 shares 32,706 $1.57M 0.25% +2,070 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 8,340 shares; 2026Q1: 16,493 shares 16,493 $1.56M 0.25% +8,153 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,960 shares; 2026Q1: 32,164 shares 32,164 $1.55M 0.25% +6,204 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,812 shares; 2026Q1: 42,162 shares 42,162 $1.55M 0.25% +12,350 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: not loaded; 2024Q4: 19,174 shares; 2025Q1: 9,066 shares; 2025Q2: 11,312 shares; 2025Q3: 11,312 shares; 2025Q4: 8,998 shares; 2026Q1: 12,152 shares 12,152 $1.52M 0.24% +3,154 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 2,462 shares; 2026Q1: 3,171 shares 3,171 $1.52M 0.24% +709 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,451 shares; 2026Q1: 6,153 shares 6,153 $1.5M 0.24% +3,702 Timeline DUSB 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 loaded; 2024Q4: not reported; 2025Q1: 13,350 shares; 2025Q2: 34,825 shares; 2025Q3: 34,825 shares; 2025Q4: 32,661 shares; 2026Q1: 29,023 shares 29,023 $1.47M 0.24% -3,638 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: not loaded; 2024Q4: 1,285 shares; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 4,317 shares; 2026Q1: 4,945 shares 4,945 $1.47M 0.23% +628 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,856 shares; 2025Q3: 47,856 shares; 2025Q4: 48,109 shares; 2026Q1: 48,343 shares 48,343 $1.42M 0.23% +234 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 loaded; 2024Q4: 3,305 shares; 2025Q1: 3,104 shares; 2025Q2: 3,552 shares; 2025Q3: 3,552 shares; 2025Q4: 4,361 shares; 2026Q1: 4,331 shares 4,331 $1.36M 0.22% -30 Timeline HIDE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,539 shares; 2025Q2: 32,867 shares; 2025Q3: 32,867 shares; 2025Q4: 48,023 shares; 2026Q1: 56,571 shares 56,571 $1.36M 0.22% +8,548 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,940 shares; 2025Q3: 10,940 shares; 2025Q4: 28,701 shares; 2026Q1: 28,958 shares 28,958 $1.32M 0.21% +257 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,997 shares; 2026Q1: 11,433 shares 11,433 $1.31M 0.21% +3,436 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,177 shares; 2025Q3: 6,177 shares; 2025Q4: 16,177 shares; 2026Q1: 16,902 shares 16,902 $1.31M 0.21% +725 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,904 shares; 2025Q2: 16,060 shares; 2025Q3: 16,060 shares; 2025Q4: 18,071 shares; 2026Q1: 18,721 shares 18,721 $1.31M 0.21% +650 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,734 shares; 2025Q2: 21,627 shares; 2025Q3: 21,627 shares; 2025Q4: 24,346 shares; 2026Q1: 24,845 shares 24,845 $1.3M 0.21% +499 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,389 shares; 2025Q1: 14,257 shares; 2025Q2: 14,145 shares; 2025Q3: 14,145 shares; 2025Q4: 12,613 shares; 2026Q1: 12,260 shares 12,260 $1.26M 0.2% -353 Timeline DFIP 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 loaded; 2024Q4: 17,602 shares; 2025Q1: 17,895 shares; 2025Q2: 19,416 shares; 2025Q3: 19,416 shares; 2025Q4: 24,527 shares; 2026Q1: 30,219 shares 30,219 $1.26M 0.2% +5,692 Timeline SPGM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,195 shares; 2026Q1: 16,195 shares 16,195 $1.24M 0.2% 0 Timeline USHY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,385 shares; 2026Q1: 33,183 shares 33,183 $1.22M 0.19% +798 Timeline MBB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,539 shares; 2026Q1: 12,760 shares 12,760 $1.21M 0.19% +3,221 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,804 shares; 2026Q1: 23,164 shares 23,164 $1.2M 0.19% +4,360 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,809 shares 23,809 $1.2M 0.19% new 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: not loaded; 2024Q4: 3,375 shares; 2025Q1: 709 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 3,034 shares; 2026Q1: 3,247 shares 3,247 $1.2M 0.19% +213 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: not loaded; 2024Q4: 3,819 shares; 2025Q1: 3,851 shares; 2025Q2: 5,698 shares; 2025Q3: 5,698 shares; 2025Q4: 16,477 shares; 2026Q1: 16,578 shares 16,578 $1.19M 0.19% +101 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,447 shares; 2025Q1: 22,654 shares; 2025Q2: 24,947 shares; 2025Q3: 24,947 shares; 2025Q4: 30,450 shares; 2026Q1: 23,313 shares 23,313 $1.17M 0.19% -7,137 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: not loaded; 2024Q4: 2,337 shares; 2025Q1: 1,933 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 4,639 shares; 2026Q1: 7,204 shares 7,204 $1.16M 0.19% +2,565 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,011 shares; 2025Q1: 5,080 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 5,277 shares; 2026Q1: 5,966 shares 5,966 $1.15M 0.18% +689 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,740 shares; 2025Q3: 4,740 shares; 2025Q4: 4,428 shares; 2026Q1: 4,054 shares 4,054 $1.14M 0.18% -374 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,411 shares; 2025Q3: 8,411 shares; 2025Q4: 11,641 shares; 2026Q1: 23,900 shares 23,900 $1.12M 0.18% +12,259 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,182 shares; 2026Q1: 8,679 shares 8,679 $1.08M 0.17% +497 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,669 shares; 2025Q3: 9,669 shares; 2025Q4: 10,703 shares; 2026Q1: 10,658 shares 10,658 $1.04M 0.17% -45 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,919 shares; 2026Q1: 18,938 shares 18,938 $1.01M 0.16% +4,019 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,792 shares; 2025Q3: 24,792 shares; 2025Q4: 80,317 shares; 2026Q1: 49,246 shares 49,246 $1.01M 0.16% -31,071 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,694 shares; 2025Q3: 29,694 shares; 2025Q4: 81,922 shares; 2026Q1: 50,766 shares 50,766 $997K 0.16% -31,156 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,970 shares; 2025Q3: 31,970 shares; 2025Q4: 80,600 shares; 2026Q1: 50,636 shares 50,636 $988K 0.16% -29,964 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: not loaded; 2024Q4: 23,661 shares; 2025Q1: 21,024 shares; 2025Q2: 24,794 shares; 2025Q3: 24,794 shares; 2025Q4: 18,711 shares; 2026Q1: 18,119 shares 18,119 $950K 0.15% -592 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,129 shares; 2025Q3: 4,129 shares; 2025Q4: 5,082 shares; 2026Q1: 5,123 shares 5,123 $946K 0.15% +41 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 6,853 shares; 2026Q1: 10,214 shares 10,214 $939K 0.15% +3,361 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 1,068 shares; 2026Q1: 1,256 shares 1,256 $917K 0.15% +188 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,515 shares 17,515 $917K 0.15% new Timeline IAGG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,572 shares; 2026Q1: 18,381 shares 18,381 $916K 0.15% +5,809 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,118 shares; 2026Q1: 16,091 shares 16,091 $908K 0.14% +2,973 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 619 shares; 2026Q1: 1,271 shares 1,271 $898K 0.14% +652 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: not loaded; 2024Q4: 10,962 shares; 2025Q1: 10,906 shares; 2025Q2: 11,851 shares; 2025Q3: 11,851 shares; 2025Q4: 18,096 shares; 2026Q1: 19,074 shares 19,074 $875K 0.14% +978 Timeline MDYG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,983 shares; 2025Q3: 8,983 shares; 2025Q4: 8,983 shares; 2026Q1: 8,983 shares 8,983 $872K 0.14% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,426 shares; 2026Q1: 17,091 shares 17,091 $862K 0.14% +4,665 Timeline SMMV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,426 shares; 2026Q1: 19,601 shares 19,601 $860K 0.14% +175 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,293 shares; 2026Q1: 6,508 shares 6,508 $852K 0.14% +215 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,607 shares; 2026Q1: 21,059 shares 21,059 $850K 0.14% +6,452 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,722 shares; 2025Q1: 3,272 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,066 shares; 2026Q1: 7,897 shares 7,897 $840K 0.13% +4,831 Timeline GOVT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,161 shares 36,161 $826K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 2,702 shares; 2026Q1: 2,708 shares 2,708 $825K 0.13% +6 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,103 shares; 2025Q3: 13,103 shares; 2025Q4: 17,738 shares; 2026Q1: 28,348 shares 28,348 $825K 0.13% +10,610 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,121 shares; 2025Q3: 6,121 shares; 2025Q4: 5,335 shares; 2026Q1: 5,529 shares 5,529 $817K 0.13% +194 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,936 shares; 2026Q1: 9,862 shares 9,862 $812K 0.13% -74 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 loaded; 2024Q4: 11,451 shares; 2025Q1: 11,532 shares; 2025Q2: 12,911 shares; 2025Q3: 12,911 shares; 2025Q4: 14,031 shares; 2026Q1: 17,180 shares 17,180 $809K 0.13% +3,149 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,987 shares; 2025Q3: 5,987 shares; 2025Q4: 6,340 shares; 2026Q1: 5,610 shares 5,610 $799K 0.13% -730 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,931 shares; 2026Q1: 11,329 shares 11,329 $796K 0.13% -17,602 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,544 shares 3,544 $762K 0.12% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,999 shares 28,999 $759K 0.12% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,170 shares; 2025Q1: 4,883 shares; 2025Q2: 4,803 shares; 2025Q3: 4,803 shares; 2025Q4: 4,750 shares; 2026Q1: 5,045 shares 5,045 $746K 0.12% +295 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,946 shares; 2026Q1: 10,061 shares 10,061 $739K 0.12% +3,115 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: not loaded; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 2,418 shares; 2026Q1: 2,419 shares 2,419 $728K 0.12% +1 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: not loaded; 2024Q4: 1,958 shares; 2025Q1: not reported; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 2,674 shares; 2026Q1: 2,459 shares 2,459 $726K 0.12% -215 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 1 shares 1 $716K 0.11% -1 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,204 shares; 2026Q1: 10,863 shares 10,863 $711K 0.11% +659 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,614 shares; 2025Q3: 6,614 shares; 2025Q4: 7,756 shares; 2026Q1: 7,775 shares 7,775 $711K 0.11% +19 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,335 shares; 2025Q1: 15,622 shares; 2025Q2: 15,608 shares; 2025Q3: 15,608 shares; 2025Q4: 14,982 shares; 2026Q1: 14,768 shares 14,768 $704K 0.11% -214 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,368 shares; 2025Q2: 15,867 shares; 2025Q3: 15,867 shares; 2025Q4: 22,207 shares; 2026Q1: 27,413 shares 27,413 $680K 0.11% +5,206 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 4,226 shares; 2025Q3: 4,226 shares; 2025Q4: 5,902 shares; 2026Q1: 7,339 shares 7,339 $665K 0.11% +1,437 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: not loaded; 2024Q4: 368 shares; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 690 shares; 2026Q1: 665 shares 665 $663K 0.11% -25 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 loaded; 2024Q4: 885 shares; 2025Q1: 820 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 2,053 shares; 2026Q1: 2,186 shares 2,186 $652K 0.1% +133 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,972 shares; 2025Q3: 27,972 shares; 2025Q4: 17,710 shares; 2026Q1: 17,710 shares 17,710 $639K 0.1% 0 Timeline IMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,247 shares; 2025Q2: 14,651 shares; 2025Q3: 14,651 shares; 2025Q4: 16,375 shares; 2026Q1: 15,614 shares 15,614 $639K 0.1% -761 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,420 shares; 2025Q2: 16,802 shares; 2025Q3: 16,802 shares; 2025Q4: 18,756 shares; 2026Q1: 18,169 shares 18,169 $628K 0.1% -587 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 784 shares; 2026Q1: 1,427 shares 1,427 $625K 0.1% +643 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,475 shares 11,475 $621K 0.1% new Timeline BGRN 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 loaded; 2024Q4: 5,125 shares; 2025Q1: 5,243 shares; 2025Q2: 5,386 shares; 2025Q3: 5,386 shares; 2025Q4: 12,873 shares; 2026Q1: 13,066 shares 13,066 $618K 0.1% +193 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,329 shares; 2025Q1: 8,334 shares; 2025Q2: 14,877 shares; 2025Q3: 14,877 shares; 2025Q4: 30,909 shares; 2026Q1: 11,574 shares 11,574 $609K 0.1% -19,335 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,850 shares; 2026Q1: 6,399 shares 6,399 $608K 0.1% -451 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,929 shares; 2026Q1: 3,764 shares 3,764 $592K 0.09% +835 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,359 shares; 2026Q1: 6,403 shares 6,403 $589K 0.09% +1,044 Timeline DFSI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,045 shares; 2025Q3: 6,045 shares; 2025Q4: 13,379 shares; 2026Q1: 13,401 shares 13,401 $579K 0.09% +22 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,480 shares; 2026Q1: 30,693 shares 30,693 $573K 0.09% -44,787 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,870 shares 2,870 $567K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,048 shares; 2026Q1: 10,768 shares 10,768 $546K 0.09% +3,720 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares; 2025Q4: 3,417 shares; 2026Q1: 6,904 shares 6,904 $540K 0.09% +3,487 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,987 shares; 2025Q3: 2,987 shares; 2025Q4: 3,725 shares; 2026Q1: 3,710 shares 3,710 $535K 0.09% -15 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 loaded; 2024Q4: 958 shares; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 1,147 shares; 2026Q1: 1,613 shares 1,613 $532K 0.08% +466 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: not loaded; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,995 shares; 2026Q1: 2,436 shares 2,436 $531K 0.08% -559 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,801 shares; 2025Q3: 8,801 shares; 2025Q4: 9,946 shares; 2026Q1: 9,273 shares 9,273 $518K 0.08% -673 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 828 shares; 2026Q1: 874 shares 874 $507K 0.08% +46 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,755 shares; 2026Q1: 7,840 shares 7,840 $501K 0.08% -5,915 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: not loaded; 2024Q4: 3,784 shares; 2025Q1: 3,879 shares; 2025Q2: 4,053 shares; 2025Q3: 4,053 shares; 2025Q4: 7,987 shares; 2026Q1: 7,944 shares 7,944 $498K 0.08% -43 Timeline DIHP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,232 shares; 2026Q1: 15,083 shares 15,083 $493K 0.08% +7,851 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,445 shares; 2026Q1: 1,492 shares 1,492 $458K 0.07% +47 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,538 shares 6,538 $452K 0.07% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,579 shares 5,579 $450K 0.07% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,428 shares; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,937 shares; 2026Q1: 1,942 shares 1,942 $449K 0.07% +5 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,517 shares; 2025Q2: 3,734 shares; 2025Q3: 3,734 shares; 2025Q4: 6,712 shares; 2026Q1: 4,654 shares 4,654 $440K 0.07% -2,058 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,112 shares; 2026Q1: 12,355 shares 12,355 $422K 0.07% +1,243 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,095 shares; 2026Q1: 8,371 shares 8,371 $422K 0.07% +2,276 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,060 shares; 2025Q1: 9,060 shares; 2025Q2: 8,985 shares; 2025Q3: 8,985 shares; 2025Q4: 8,822 shares; 2026Q1: 9,747 shares 9,747 $416K 0.07% +925 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,109 shares; 2026Q1: 17,315 shares 17,315 $413K 0.07% +206 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,193 shares; 2026Q1: 6,917 shares 6,917 $410K 0.07% +724 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,045 shares; 2026Q1: 4,127 shares 4,127 $409K 0.07% +1,082 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 712 shares 712 $406K 0.06% new Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,501 shares; 2026Q1: 8,501 shares 8,501 $398K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,657 shares 3,657 $397K 0.06% new Timeline SCHH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,040 shares; 2026Q1: 18,247 shares 18,247 $394K 0.06% -3,793 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,843 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 3,023 shares 3,023 $389K 0.06% +180 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 2,271 shares; 2025Q4: 1,663 shares; 2026Q1: 2,678 shares 2,678 $389K 0.06% +1,015 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 1,073 shares; 2026Q1: 1,074 shares 1,074 $386K 0.06% +1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,593 shares; 2026Q1: 4,318 shares 4,318 $384K 0.06% +1,725 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440 shares; 2026Q1: 2,602 shares 2,602 $382K 0.06% +162 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: not loaded; 2024Q4: 4,678 shares; 2025Q1: 1,138 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,391 shares; 2026Q1: 1,751 shares 1,751 $378K 0.06% +360 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,705 shares; 2025Q1: 4,666 shares; 2025Q2: 6,077 shares; 2025Q3: 6,077 shares; 2025Q4: 5,855 shares; 2026Q1: 6,187 shares 6,187 $372K 0.06% +332 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,759 shares; 2026Q1: 6,811 shares 6,811 $369K 0.06% +52 Timeline DFSB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,053 shares; 2025Q3: 7,053 shares; 2025Q4: 7,053 shares; 2026Q1: 7,053 shares 7,053 $365K 0.06% 0 Timeline DFAW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,441 shares; 2026Q1: 4,840 shares 4,840 $360K 0.06% +399 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,330 shares; 2026Q1: 1,335 shares 1,335 $352K 0.06% +5 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,572 shares 7,572 $349K 0.06% new 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: not loaded; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 1,044 shares; 2026Q1: 909 shares 909 $347K 0.06% -135 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,396 shares; 2025Q3: 8,396 shares; 2025Q4: 8,396 shares; 2026Q1: 8,396 shares 8,396 $344K 0.05% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,808 shares; 2026Q1: 2,060 shares 2,060 $342K 0.05% +252 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,920 shares 9,920 $332K 0.05% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 631 shares; 2025Q1: 644 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 534 shares; 2026Q1: 534 shares 534 $332K 0.05% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,343 shares; 2026Q1: 14,378 shares 14,378 $331K 0.05% +35 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,861 shares 7,861 $328K 0.05% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,833 shares 10,833 $327K 0.05% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 2,464 shares; 2025Q4: 3,338 shares; 2026Q1: 3,300 shares 3,300 $325K 0.05% -38 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,366 shares; 2026Q1: 19,265 shares 19,265 $322K 0.05% -37,101 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,317 shares; 2026Q1: 19,536 shares 19,536 $322K 0.05% +219 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,029 shares; 2026Q1: 6,022 shares 6,022 $317K 0.05% +993 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 949 shares; 2026Q1: 1,290 shares 1,290 $316K 0.05% +341 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,739 shares 2,739 $311K 0.05% new 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: not loaded; 2024Q4: 10,513 shares; 2025Q1: 10,587 shares; 2025Q2: 11,664 shares; 2025Q3: 11,664 shares; 2025Q4: 9,903 shares; 2026Q1: 9,885 shares 9,885 $309K 0.05% -18 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,612 shares; 2026Q1: 6,562 shares 6,562 $308K 0.05% +950 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,686 shares; 2025Q3: 9,686 shares; 2025Q4: 7,428 shares; 2026Q1: 7,428 shares 7,428 $304K 0.05% 0 Timeline SLYV 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 loaded; 2024Q4: 3,945 shares; 2025Q1: 3,699 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares; 2025Q4: 3,235 shares; 2026Q1: 3,204 shares 3,204 $303K 0.05% -31 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,168 shares 7,168 $302K 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 869 shares; 2026Q1: 998 shares 998 $301K 0.05% +129 Timeline SPTM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,418 shares; 2026Q1: 3,760 shares 3,760 $300K 0.05% +342 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,146 shares; 2026Q1: 1,175 shares 1,175 $295K 0.05% +29 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,603 shares; 2026Q1: 3,266 shares 3,266 $293K 0.05% -337 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,785 shares; 2026Q1: 3,785 shares 3,785 $293K 0.05% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,923 shares; 2026Q1: 2,923 shares 2,923 $290K 0.05% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,330 shares; 2026Q1: 1,329 shares 1,329 $286K 0.05% -1 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,435 shares; 2026Q1: 1,339 shares 1,339 $282K 0.05% -96 Timeline SPMB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,331 shares 12,331 $275K 0.04% new Timeline NANR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,992 shares; 2026Q1: 3,278 shares 3,278 $275K 0.04% +286 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 284 shares 284 $271K 0.04% +47 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,234 shares 2,234 $270K 0.04% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,934 shares; 2026Q1: 1,437 shares 1,437 $265K 0.04% -497 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,782 shares; 2025Q3: 3,782 shares; 2025Q4: 4,607 shares; 2026Q1: 6,754 shares 6,754 $261K 0.04% +2,147 Timeline TLH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,675 shares; 2026Q1: 2,576 shares 2,576 $258K 0.04% -99 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,803 shares; 2026Q1: 3,902 shares 3,902 $256K 0.04% +99 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,858 shares; 2026Q1: 5,523 shares 5,523 $253K 0.04% +665 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 290 shares 290 $253K 0.04% +29 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,079 shares; 2025Q1: 51,579 shares; 2025Q2: 69,337 shares; 2025Q3: 69,337 shares; 2025Q4: 74,951 shares; 2026Q1: 5,208 shares 5,208 $249K 0.04% -69,743 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,727 shares 9,727 $245K 0.04% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,129 shares 5,129 $240K 0.04% new 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: not loaded; 2024Q4: 3,698 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,533 shares; 2026Q1: 3,132 shares 3,132 $238K 0.04% -401 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,770 shares 4,770 $236K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 808 shares 808 $234K 0.04% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares 1,048 $233K 0.04% new Timeline DFSE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,421 shares; 2026Q1: 5,432 shares 5,432 $232K 0.04% +11 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,426 shares; 2026Q1: 3,010 shares 3,010 $231K 0.04% -1,416 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,325 shares 3,325 $228K 0.04% new Timeline XLP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 2,764 shares; 2026Q1: 2,765 shares 2,765 $225K 0.04% +1 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,001 shares; 2025Q1: 2,981 shares; 2025Q2: 2,787 shares; 2025Q3: 2,787 shares; 2025Q4: 3,765 shares; 2026Q1: 3,032 shares 3,032 $223K 0.04% -733 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389 shares 389 $218K 0.03% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,464 shares; 2026Q1: 4,625 shares 4,625 $217K 0.03% +161 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,685 shares 2,685 $214K 0.03% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,620 shares 4,620 $213K 0.03% new Timeline HYMB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,421 shares; 2026Q1: 8,572 shares 8,572 $213K 0.03% +151 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: not loaded; 2024Q4: 746 shares; 2025Q1: 749 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 1,433 shares; 2026Q1: 772 shares 772 $212K 0.03% -661 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,213 shares 2,213 $211K 0.03% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,007 shares 2,007 $201K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 2,232 shares; 2026Q1: 2,100 shares 2,100 $201K 0.03% -132 Timeline