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: 252,699 shares; 2024Q4: 273,183 shares; 2025Q1: 288,860 shares; 2025Q2: 293,637 shares; 2025Q3: 303,156 shares; 2025Q4: 310,861 shares; 2026Q1: 326,411 shares 326,411 $195M 6.74% +15,550 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: 474,260 shares; 2024Q4: 468,885 shares; 2025Q1: 488,385 shares; 2025Q2: 546,016 shares; 2025Q3: 549,958 shares; 2025Q4: 547,888 shares; 2026Q1: 563,420 shares 563,420 $181M 6.25% +15,532 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: 2,094,026 shares; 2024Q4: 2,369,405 shares; 2025Q1: 2,506,843 shares; 2025Q2: 2,396,803 shares; 2025Q3: 2,403,369 shares; 2025Q4: 2,417,863 shares; 2026Q1: 2,533,557 shares 2,533,557 $180M 6.21% +115,694 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: 667,769 shares; 2024Q4: 664,668 shares; 2025Q1: 738,789 shares; 2025Q2: 878,592 shares; 2025Q3: 969,900 shares; 2025Q4: 1,051,877 shares; 2026Q1: 1,181,952 shares 1,181,952 $168M 5.82% +130,075 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: 1,180,159 shares; 2024Q4: 1,271,609 shares; 2025Q1: 1,470,452 shares; 2025Q2: 1,562,593 shares; 2025Q3: 1,740,574 shares; 2025Q4: 1,880,287 shares; 2026Q1: 2,082,582 shares 2,082,582 $161M 5.55% +202,295 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: 10,535 shares; 2024Q4: 181,554 shares; 2025Q1: 660,669 shares; 2025Q2: 804,530 shares; 2025Q3: 1,136,494 shares; 2025Q4: 1,520,153 shares; 2026Q1: 1,890,146 shares 1,890,146 $146M 5.04% +369,993 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484,739 shares; 2024Q4: 2,834,248 shares; 2025Q1: 3,148,980 shares; 2025Q2: 3,208,908 shares; 2025Q3: 3,290,591 shares; 2025Q4: 3,321,411 shares; 2026Q1: 3,263,205 shares 3,263,205 $127M 4.38% -58,206 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: 544,025 shares; 2024Q4: 593,172 shares; 2025Q1: 617,939 shares; 2025Q2: 694,534 shares; 2025Q3: 712,620 shares; 2025Q4: 716,978 shares; 2026Q1: 723,873 shares 723,873 $100M 3.46% +6,895 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: 23,337 shares; 2024Q4: 32,089 shares; 2025Q1: 145,177 shares; 2025Q2: 219,467 shares; 2025Q3: 289,103 shares; 2025Q4: 455,781 shares; 2026Q1: 898,297 shares 898,297 $89.2M 3.08% +442,516 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: 1,486,018 shares; 2024Q4: 1,567,205 shares; 2025Q1: 1,660,969 shares; 2025Q2: 1,736,995 shares; 2025Q3: 1,785,546 shares; 2025Q4: 1,824,816 shares; 2026Q1: 1,843,654 shares 1,843,654 $71.8M 2.48% +18,838 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: 423,767 shares; 2024Q4: 560,730 shares; 2025Q1: 575,088 shares; 2025Q2: 588,859 shares; 2025Q3: 631,836 shares; 2025Q4: 691,645 shares; 2026Q1: 899,249 shares 899,249 $66.2M 2.29% +207,604 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: 199,665 shares; 2024Q4: 196,007 shares; 2025Q1: 199,722 shares; 2025Q2: 202,137 shares; 2025Q3: 204,959 shares; 2025Q4: 216,708 shares; 2026Q1: 226,060 shares 226,060 $57.4M 1.98% +9,352 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: 242,944 shares; 2024Q4: 242,628 shares; 2025Q1: 245,033 shares; 2025Q2: 236,780 shares; 2025Q3: 236,207 shares; 2025Q4: 226,870 shares; 2026Q1: 226,556 shares 226,556 $49.2M 1.7% -314 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: 274,419 shares; 2024Q4: 279,520 shares; 2025Q1: 286,946 shares; 2025Q2: 295,417 shares; 2025Q3: 316,988 shares; 2025Q4: 314,048 shares; 2026Q1: 329,681 shares 329,681 $48.8M 1.69% +15,633 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: 480,574 shares; 2024Q4: 474,936 shares; 2025Q1: 475,144 shares; 2025Q2: 473,763 shares; 2025Q3: 475,595 shares; 2025Q4: 473,420 shares; 2026Q1: 463,742 shares 463,742 $40.9M 1.41% -9,678 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,771 shares; 2025Q2: 3,778 shares; 2025Q3: 37,749 shares; 2025Q4: 238,864 shares; 2026Q1: 525,359 shares 525,359 $40.7M 1.41% +286,495 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,005 shares; 2024Q4: 232,933 shares; 2025Q1: 260,466 shares; 2025Q2: 292,764 shares; 2025Q3: 340,269 shares; 2025Q4: 402,208 shares; 2026Q1: 452,332 shares 452,332 $38.4M 1.33% +50,124 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,270 shares; 2024Q4: 232,026 shares; 2025Q1: 282,118 shares; 2025Q2: 305,121 shares; 2025Q3: 308,448 shares; 2025Q4: 312,336 shares; 2026Q1: 303,387 shares 303,387 $37.9M 1.31% -8,949 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,105 shares; 2024Q4: 114,889 shares; 2025Q1: 114,254 shares; 2025Q2: 113,921 shares; 2025Q3: 113,980 shares; 2025Q4: 110,348 shares; 2026Q1: 103,799 shares 103,799 $34.1M 1.18% -6,549 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: 40,403 shares; 2024Q4: 183,470 shares; 2025Q1: 307,642 shares; 2025Q2: 329,709 shares; 2025Q3: 351,027 shares; 2025Q4: 382,608 shares; 2026Q1: 410,000 shares 410,000 $32.5M 1.12% +27,392 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: 412,573 shares; 2024Q4: 414,809 shares; 2025Q1: 446,808 shares; 2025Q2: 627,018 shares; 2025Q3: 655,912 shares; 2025Q4: 673,569 shares; 2026Q1: 708,833 shares 708,833 $32M 1.11% +35,264 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: 58,762 shares; 2024Q4: 59,422 shares; 2025Q1: 61,431 shares; 2025Q2: 62,156 shares; 2025Q3: 62,946 shares; 2025Q4: 67,928 shares; 2026Q1: 73,448 shares 73,448 $27.2M 0.94% +5,520 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: 10,106 shares; 2024Q4: 10,130 shares; 2025Q1: 14,259 shares; 2025Q2: 24,724 shares; 2025Q3: 35,242 shares; 2025Q4: 50,797 shares; 2026Q1: 61,944 shares 61,944 $27.1M 0.94% +11,147 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: 58,103 shares; 2024Q4: 66,885 shares; 2025Q1: 70,141 shares; 2025Q2: 77,220 shares; 2025Q3: 87,548 shares; 2025Q4: 92,354 shares; 2026Q1: 93,967 shares 93,967 $27M 0.93% +1,613 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: 143,961 shares; 2024Q4: 151,383 shares; 2025Q1: 154,632 shares; 2025Q2: 149,826 shares; 2025Q3: 153,713 shares; 2025Q4: 212,973 shares; 2026Q1: 242,233 shares 242,233 $26.9M 0.93% +29,260 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: 73,453 shares; 2024Q4: 117,330 shares; 2025Q1: 158,295 shares; 2025Q2: 138,005 shares; 2025Q3: 143,029 shares; 2025Q4: 145,355 shares; 2026Q1: 150,723 shares 150,723 $26.3M 0.91% +5,368 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: 588,945 shares; 2024Q4: 663,624 shares; 2025Q1: 697,869 shares; 2025Q2: 628,904 shares; 2025Q3: 628,875 shares; 2025Q4: 635,274 shares; 2026Q1: 702,217 shares 702,217 $24.6M 0.85% +66,943 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: 151,744 shares; 2024Q4: 151,363 shares; 2025Q1: 161,687 shares; 2025Q2: 252,643 shares; 2025Q3: 303,322 shares; 2025Q4: 314,532 shares; 2026Q1: 356,156 shares 356,156 $22.8M 0.79% +41,624 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: 178,011 shares; 2024Q4: 192,416 shares; 2025Q1: 266,548 shares; 2025Q2: 254,896 shares; 2025Q3: 266,964 shares; 2025Q4: 263,693 shares; 2026Q1: 283,279 shares 283,279 $22.4M 0.77% +19,586 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,022 shares; 2024Q4: 110,675 shares; 2025Q1: 108,966 shares; 2025Q2: 106,781 shares; 2025Q3: 105,882 shares; 2025Q4: 103,413 shares; 2026Q1: 107,875 shares 107,875 $22M 0.76% +4,462 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: 14,973 shares; 2024Q4: 20,485 shares; 2025Q1: 39,529 shares; 2025Q2: 96,446 shares; 2025Q3: 137,754 shares; 2025Q4: 164,133 shares; 2026Q1: 178,134 shares 178,134 $19.7M 0.68% +14,001 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,047 shares; 2024Q4: 103,224 shares; 2025Q1: 103,254 shares; 2025Q2: 105,009 shares; 2025Q3: 102,318 shares; 2025Q4: 99,955 shares; 2026Q1: 99,252 shares 99,252 $18.8M 0.65% -703 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,237 shares; 2024Q4: 31,547 shares; 2025Q1: 43,542 shares; 2025Q2: 44,886 shares; 2025Q3: 47,778 shares; 2025Q4: 49,269 shares; 2026Q1: 51,209 shares 51,209 $18.8M 0.65% +1,940 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: 21,166 shares; 2024Q4: 24,257 shares; 2025Q1: 25,112 shares; 2025Q2: 26,633 shares; 2025Q3: 26,536 shares; 2025Q4: 25,662 shares; 2026Q1: 27,878 shares 27,878 $18.2M 0.63% +2,216 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: 47,784 shares; 2024Q4: 50,369 shares; 2025Q1: 54,610 shares; 2025Q2: 55,177 shares; 2025Q3: 59,989 shares; 2025Q4: 59,524 shares; 2026Q1: 61,597 shares 61,597 $17.7M 0.61% +2,073 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: 51,091 shares; 2024Q4: 55,020 shares; 2025Q1: 57,876 shares; 2025Q2: 58,603 shares; 2025Q3: 67,685 shares; 2025Q4: 70,609 shares; 2026Q1: 80,336 shares 80,336 $16.7M 0.58% +9,727 Timeline SCHB 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: 149,411 shares; 2024Q4: 440,230 shares; 2025Q1: 491,647 shares; 2025Q2: 568,259 shares; 2025Q3: 650,806 shares; 2025Q4: 648,395 shares; 2026Q1: 666,381 shares 666,381 $16.7M 0.58% +17,986 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: 16,562 shares; 2024Q4: 16,586 shares; 2025Q1: 16,694 shares; 2025Q2: 17,654 shares; 2025Q3: 17,660 shares; 2025Q4: 20,960 shares; 2026Q1: 25,437 shares 25,437 $16.5M 0.57% +4,477 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: 207,680 shares; 2024Q4: 419,031 shares; 2025Q1: 437,081 shares; 2025Q2: 510,143 shares; 2025Q3: 512,513 shares; 2025Q4: 518,515 shares; 2026Q1: 582,566 shares 582,566 $14.4M 0.5% +64,051 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: 23,699 shares; 2024Q4: 24,808 shares; 2025Q1: 24,687 shares; 2025Q2: 24,587 shares; 2025Q3: 24,835 shares; 2025Q4: 25,933 shares; 2026Q1: 26,957 shares 26,957 $12.9M 0.45% +1,024 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: 57,785 shares; 2024Q4: 57,734 shares; 2025Q1: 59,684 shares; 2025Q2: 64,065 shares; 2025Q3: 65,245 shares; 2025Q4: 64,782 shares; 2026Q1: 65,748 shares 65,748 $12.9M 0.45% +966 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: 274,243 shares; 2024Q4: 295,872 shares; 2025Q1: 310,982 shares; 2025Q2: 308,752 shares; 2025Q3: 309,220 shares; 2025Q4: 327,153 shares; 2026Q1: 332,302 shares 332,302 $12.8M 0.44% +5,149 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: 198,988 shares; 2024Q4: 207,652 shares; 2025Q1: 214,892 shares; 2025Q2: 223,119 shares; 2025Q3: 224,902 shares; 2025Q4: 227,963 shares; 2026Q1: 228,258 shares 228,258 $12.3M 0.43% +295 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: 11,098 shares; 2024Q4: 11,789 shares; 2025Q1: 12,710 shares; 2025Q2: 13,274 shares; 2025Q3: 14,882 shares; 2025Q4: 17,302 shares; 2026Q1: 20,286 shares 20,286 $11.6M 0.4% +2,984 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: 40,796 shares; 2024Q4: 45,359 shares; 2025Q1: 59,037 shares; 2025Q2: 32,117 shares; 2025Q3: 43,754 shares; 2025Q4: 53,658 shares; 2026Q1: 101,343 shares 101,343 $10.8M 0.37% +47,685 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,539 shares; 2024Q4: 20,250 shares; 2025Q1: 35,191 shares; 2025Q2: 35,655 shares; 2025Q3: 36,961 shares; 2025Q4: 33,892 shares; 2026Q1: 31,089 shares 31,089 $10.5M 0.36% -2,803 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: 21,155 shares; 2024Q4: 24,130 shares; 2025Q1: 21,966 shares; 2025Q2: 21,487 shares; 2025Q3: 21,817 shares; 2025Q4: 23,634 shares; 2026Q1: 33,414 shares 33,414 $10.3M 0.36% +9,780 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: 93,267 shares; 2024Q4: 115,495 shares; 2025Q1: 142,578 shares; 2025Q2: 153,067 shares; 2025Q3: 173,072 shares; 2025Q4: 176,251 shares; 2026Q1: 171,919 shares 171,919 $10.2M 0.35% -4,332 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,399 shares; 2026Q1: 122,652 shares 122,652 $9.28M 0.32% +101,253 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: 103,032 shares; 2024Q4: 104,476 shares; 2025Q1: 104,289 shares; 2025Q2: 104,889 shares; 2025Q3: 104,513 shares; 2025Q4: 98,084 shares; 2026Q1: 97,794 shares 97,794 $9.06M 0.31% -290 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: 81,204 shares; 2024Q4: 84,286 shares; 2025Q1: 84,642 shares; 2025Q2: 106,711 shares; 2025Q3: 112,880 shares; 2025Q4: 113,675 shares; 2026Q1: 113,588 shares 113,588 $8.93M 0.31% -87 Timeline SPAB 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: 202,117 shares; 2024Q4: 193,905 shares; 2025Q1: 219,668 shares; 2025Q2: 237,976 shares; 2025Q3: 259,666 shares; 2025Q4: 251,623 shares; 2026Q1: 333,168 shares 333,168 $8.54M 0.3% +81,545 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: 8,422 shares; 2024Q4: 9,158 shares; 2025Q1: 10,485 shares; 2025Q2: 10,292 shares; 2025Q3: 10,576 shares; 2025Q4: 10,485 shares; 2026Q1: 11,341 shares 11,341 $8.03M 0.28% +856 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: 10,747 shares; 2024Q4: 12,369 shares; 2025Q1: 19,436 shares; 2025Q2: 19,442 shares; 2025Q3: 19,968 shares; 2025Q4: 21,163 shares; 2026Q1: 27,183 shares 27,183 $8M 0.28% +6,020 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,734 shares; 2025Q3: 31,734 shares; 2025Q4: 33,468 shares; 2026Q1: 33,468 shares 33,468 $7.81M 0.27% 0 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: 55,477 shares; 2024Q4: 65,918 shares; 2025Q1: 71,219 shares; 2025Q2: 70,902 shares; 2025Q3: 71,702 shares; 2025Q4: 74,231 shares; 2026Q1: 72,582 shares 72,582 $7.73M 0.27% -1,649 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 16,165 shares; 2025Q1: 16,335 shares; 2025Q2: 15,934 shares; 2025Q3: 17,358 shares; 2025Q4: 19,273 shares; 2026Q1: 21,120 shares 21,120 $7.43M 0.26% +1,847 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: 13,004 shares; 2024Q4: 18,930 shares; 2025Q1: 24,214 shares; 2025Q2: 24,591 shares; 2025Q3: 27,875 shares; 2025Q4: 29,260 shares; 2026Q1: 33,927 shares 33,927 $7.38M 0.26% +4,667 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: 23,849 shares; 2024Q4: 22,448 shares; 2025Q1: 22,507 shares; 2025Q2: 22,595 shares; 2025Q3: 21,839 shares; 2025Q4: 131,795 shares; 2026Q1: 116,225 shares 116,225 $7.26M 0.25% -15,570 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: 96,165 shares; 2024Q4: 94,290 shares; 2025Q1: 91,820 shares; 2025Q2: 88,754 shares; 2025Q3: 88,712 shares; 2025Q4: 88,653 shares; 2026Q1: 97,668 shares 97,668 $6.95M 0.24% +9,015 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,766 shares; 2024Q4: 36,441 shares; 2025Q1: 37,156 shares; 2025Q2: 40,045 shares; 2025Q3: 38,742 shares; 2025Q4: 47,612 shares; 2026Q1: 61,213 shares 61,213 $6.71M 0.23% +13,601 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,225 shares; 2024Q4: 58,926 shares; 2025Q1: 64,490 shares; 2025Q2: 67,763 shares; 2025Q3: 70,182 shares; 2025Q4: 70,243 shares; 2026Q1: 76,794 shares 76,794 $6.65M 0.23% +6,551 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 4,036 shares; 2025Q1: 4,577 shares; 2025Q2: 4,497 shares; 2025Q3: 4,543 shares; 2025Q4: 4,392 shares; 2026Q1: 4,302 shares 4,302 $6.33M 0.22% -90 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 4,641 shares; 2025Q1: 5,752 shares; 2025Q2: 5,843 shares; 2025Q3: 5,722 shares; 2025Q4: 5,923 shares; 2026Q1: 7,338 shares 7,338 $6.21M 0.21% +1,415 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: 13,001 shares; 2024Q4: 13,820 shares; 2025Q1: 27,024 shares; 2025Q2: 27,587 shares; 2025Q3: 31,811 shares; 2025Q4: 35,608 shares; 2026Q1: 36,377 shares 36,377 $6.17M 0.21% +769 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: 5,404 shares; 2024Q4: 6,046 shares; 2025Q1: 8,002 shares; 2025Q2: 9,919 shares; 2025Q3: 9,694 shares; 2025Q4: 9,669 shares; 2026Q1: 10,610 shares 10,610 $6.12M 0.21% +941 Timeline VONE 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: 15,037 shares; 2024Q4: 15,054 shares; 2025Q1: 16,113 shares; 2025Q2: 15,490 shares; 2025Q3: 18,916 shares; 2025Q4: 18,979 shares; 2026Q1: 20,507 shares 20,507 $6.05M 0.21% +1,528 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,116 shares; 2024Q4: 51,447 shares; 2025Q1: 64,110 shares; 2025Q2: 64,023 shares; 2025Q3: 67,885 shares; 2025Q4: 72,634 shares; 2026Q1: 77,344 shares 77,344 $6M 0.21% +4,710 Timeline VONV 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: 32,504 shares; 2024Q4: 32,260 shares; 2025Q1: 32,604 shares; 2025Q2: 38,400 shares; 2025Q3: 38,006 shares; 2025Q4: 48,337 shares; 2026Q1: 63,828 shares 63,828 $5.98M 0.21% +15,491 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.2% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,391 shares; 2024Q4: 18,077 shares; 2025Q1: 19,109 shares; 2025Q2: 19,081 shares; 2025Q3: 20,016 shares; 2025Q4: 20,371 shares; 2026Q1: 23,339 shares 23,339 $5.66M 0.2% +2,968 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,635 shares; 2024Q4: 25,718 shares; 2025Q1: 29,043 shares; 2025Q2: 24,724 shares; 2025Q3: 24,496 shares; 2025Q4: 23,795 shares; 2026Q1: 23,644 shares 23,644 $5.59M 0.19% -151 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: 75,178 shares; 2024Q4: 75,527 shares; 2025Q1: 70,884 shares; 2025Q2: 70,729 shares; 2025Q3: 69,961 shares; 2025Q4: 70,262 shares; 2026Q1: 71,515 shares 71,515 $5.32M 0.18% +1,253 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,249 shares; 2024Q4: 46,056 shares; 2025Q1: 50,038 shares; 2025Q2: 49,942 shares; 2025Q3: 50,068 shares; 2025Q4: 50,107 shares; 2026Q1: 54,420 shares 54,420 $5.13M 0.18% +4,313 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: 8,722 shares; 2024Q4: 9,446 shares; 2025Q1: 11,998 shares; 2025Q2: 12,233 shares; 2025Q3: 13,359 shares; 2025Q4: not reported; 2026Q1: 16,572 shares 16,572 $5.01M 0.17% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,956 shares; 2024Q4: 14,669 shares; 2025Q1: 27,376 shares; 2025Q2: 27,803 shares; 2025Q3: 31,740 shares; 2025Q4: 36,748 shares; 2026Q1: 38,312 shares 38,312 $4.76M 0.16% +1,564 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: 13,583 shares; 2024Q4: 14,466 shares; 2025Q1: 14,862 shares; 2025Q2: 14,976 shares; 2025Q3: 15,269 shares; 2025Q4: 15,477 shares; 2026Q1: 16,230 shares 16,230 $4.66M 0.16% +753 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: 6,338 shares; 2024Q4: 6,052 shares; 2025Q1: 10,927 shares; 2025Q2: 11,271 shares; 2025Q3: 12,141 shares; 2025Q4: 12,168 shares; 2026Q1: 12,415 shares 12,415 $4.62M 0.16% +247 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: 4,917 shares; 2024Q4: 5,023 shares; 2025Q1: 5,580 shares; 2025Q2: 6,264 shares; 2025Q3: 6,320 shares; 2025Q4: 6,398 shares; 2026Q1: 6,561 shares 6,561 $4.58M 0.16% +163 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 12,380 shares; 2025Q1: 17,590 shares; 2025Q2: 17,541 shares; 2025Q3: 12,484 shares; 2025Q4: 13,541 shares; 2026Q1: 18,324 shares 18,324 $4.48M 0.15% +4,783 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: 13,643 shares; 2024Q4: 19,872 shares; 2025Q1: 19,943 shares; 2025Q2: 20,122 shares; 2025Q3: 20,305 shares; 2025Q4: 19,972 shares; 2026Q1: 19,893 shares 19,893 $4.28M 0.15% -79 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,559 shares; 2025Q1: 6,949 shares; 2025Q2: 7,484 shares; 2025Q3: 8,120 shares; 2025Q4: 9,573 shares; 2026Q1: 9,743 shares 9,743 $3.97M 0.14% +170 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,569 shares; 2025Q2: 26,655 shares; 2025Q3: 31,978 shares; 2025Q4: 35,414 shares; 2026Q1: 44,725 shares 44,725 $3.88M 0.13% +9,311 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: 24,083 shares; 2024Q4: 24,371 shares; 2025Q1: 23,981 shares; 2025Q2: 25,786 shares; 2025Q3: 27,535 shares; 2025Q4: 27,378 shares; 2026Q1: 26,644 shares 26,644 $3.85M 0.13% -734 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: 55,713 shares; 2024Q4: 56,728 shares; 2025Q1: 56,610 shares; 2025Q2: 53,963 shares; 2025Q3: 47,122 shares; 2025Q4: 42,229 shares; 2026Q1: 42,264 shares 42,264 $3.75M 0.13% +35 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 12,076 shares; 2025Q3: 12,081 shares; 2025Q4: 12,089 shares; 2026Q1: 12,094 shares 12,094 $3.61M 0.12% +5 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: 10,865 shares; 2024Q4: 10,868 shares; 2025Q1: 10,353 shares; 2025Q2: 10,264 shares; 2025Q3: 10,100 shares; 2025Q4: 10,050 shares; 2026Q1: 9,549 shares 9,549 $3.54M 0.12% -501 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,793 shares; 2024Q4: 13,793 shares; 2025Q1: 13,793 shares; 2025Q2: 13,793 shares; 2025Q3: 12,793 shares; 2025Q4: 12,793 shares; 2026Q1: 12,793 shares 12,793 $3.39M 0.12% 0 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,514 shares; 2024Q4: 33,604 shares; 2025Q1: 34,113 shares; 2025Q2: 35,029 shares; 2025Q3: 34,755 shares; 2025Q4: 36,497 shares; 2026Q1: 35,857 shares 35,857 $3.35M 0.12% -640 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: 65,616 shares; 2024Q4: 65,773 shares; 2025Q1: 70,350 shares; 2025Q2: 69,684 shares; 2025Q3: 69,379 shares; 2025Q4: 70,016 shares; 2026Q1: 68,010 shares 68,010 $3.3M 0.11% -2,006 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,908 shares; 2024Q4: 20,238 shares; 2025Q1: 19,780 shares; 2025Q2: 19,762 shares; 2025Q3: 19,784 shares; 2025Q4: 19,946 shares; 2026Q1: 20,488 shares 20,488 $3.18M 0.11% +542 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: 98,732 shares; 2024Q4: 98,810 shares; 2025Q1: 98,777 shares; 2025Q2: 96,802 shares; 2025Q3: 99,192 shares; 2025Q4: 111,840 shares; 2026Q1: 106,670 shares 106,670 $3.11M 0.11% -5,170 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: 36,119 shares; 2024Q4: 115,595 shares; 2025Q1: 115,166 shares; 2025Q2: 94,923 shares; 2025Q3: 95,025 shares; 2025Q4: 95,926 shares; 2026Q1: 98,847 shares 98,847 $3.06M 0.11% +2,921 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: 1,807 shares; 2024Q4: 2,551 shares; 2025Q1: 2,563 shares; 2025Q2: 2,580 shares; 2025Q3: 2,607 shares; 2025Q4: 2,660 shares; 2026Q1: 3,304 shares 3,304 $3.04M 0.11% +644 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,508 shares; 2024Q4: 12,639 shares; 2025Q1: 12,566 shares; 2025Q2: 12,571 shares; 2025Q3: 12,494 shares; 2025Q4: 12,494 shares; 2026Q1: 13,406 shares 13,406 $3.03M 0.1% +912 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,462 shares; 2025Q1: 4,416 shares; 2025Q2: 4,096 shares; 2025Q3: 4,653 shares; 2025Q4: 5,508 shares; 2026Q1: 6,743 shares 6,743 $3M 0.1% +1,235 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: 19,503 shares; 2024Q4: 37,608 shares; 2025Q1: 96,868 shares; 2025Q2: 97,380 shares; 2025Q3: 106,868 shares; 2025Q4: 127,505 shares; 2026Q1: 129,017 shares 129,017 $3M 0.1% +1,512 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,230 shares; 2024Q4: 37,497 shares; 2025Q1: 45,607 shares; 2025Q2: 73,512 shares; 2025Q3: 75,559 shares; 2025Q4: 85,904 shares; 2026Q1: 58,027 shares 58,027 $2.94M 0.1% -27,877 Timeline SPDW 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: 33,465 shares; 2024Q4: 32,212 shares; 2025Q1: 53,750 shares; 2025Q2: 46,088 shares; 2025Q3: 49,527 shares; 2025Q4: 49,049 shares; 2026Q1: 62,600 shares 62,600 $2.86M 0.1% +13,551 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,222 shares; 2024Q4: 19,171 shares; 2025Q1: 19,179 shares; 2025Q2: 18,955 shares; 2025Q3: 18,964 shares; 2025Q4: 18,473 shares; 2026Q1: 18,480 shares 18,480 $2.8M 0.1% +7 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: 18,369 shares; 2024Q4: 22,485 shares; 2025Q1: 23,187 shares; 2025Q2: 22,504 shares; 2025Q3: 22,635 shares; 2025Q4: 22,792 shares; 2026Q1: 23,249 shares 23,249 $2.8M 0.1% +457 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 391 shares; 2025Q1: 459 shares; 2025Q2: 434 shares; 2025Q3: 443 shares; 2025Q4: 510 shares; 2026Q1: 660 shares 660 $2.78M 0.1% +150 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,059 shares; 2025Q1: 3,019 shares; 2025Q2: 3,009 shares; 2025Q3: 4,154 shares; 2025Q4: 4,540 shares; 2026Q1: 4,596 shares 4,596 $2.78M 0.1% +56 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 reported; 2024Q4: not reported; 2025Q1: 5,053 shares; 2025Q2: 6,103 shares; 2025Q3: 8,325 shares; 2025Q4: 60,918 shares; 2026Q1: 26,808 shares 26,808 $2.7M 0.09% -34,110 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 3,443 shares; 2025Q1: 1,657 shares; 2025Q2: 1,531 shares; 2025Q3: 4,074 shares; 2025Q4: 4,993 shares; 2026Q1: 11,041 shares 11,041 $2.68M 0.09% +6,048 Timeline SCHX 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: 32,414 shares; 2024Q4: 97,036 shares; 2025Q1: 96,825 shares; 2025Q2: 101,162 shares; 2025Q3: 101,686 shares; 2025Q4: 105,883 shares; 2026Q1: 103,728 shares 103,728 $2.66M 0.09% -2,155 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: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 6,334 shares; 2025Q2: 6,334 shares; 2025Q3: 6,334 shares; 2025Q4: 6,423 shares; 2026Q1: 7,265 shares 7,265 $2.59M 0.09% +842 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,851 shares; 2025Q2: 20,150 shares; 2025Q3: 22,378 shares; 2025Q4: 27,015 shares; 2026Q1: 35,507 shares 35,507 $2.55M 0.09% +8,492 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: 6,643 shares; 2024Q4: 6,937 shares; 2025Q1: 6,991 shares; 2025Q2: 9,717 shares; 2025Q3: 9,356 shares; 2025Q4: 9,501 shares; 2026Q1: 9,744 shares 9,744 $2.55M 0.09% +243 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,717 shares; 2025Q4: 22,963 shares; 2026Q1: 23,586 shares 23,586 $2.54M 0.09% +623 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,867 shares; 2024Q4: 7,027 shares; 2025Q1: 9,417 shares; 2025Q2: 9,938 shares; 2025Q3: 11,989 shares; 2025Q4: 10,234 shares; 2026Q1: 13,449 shares 13,449 $2.51M 0.09% +3,215 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,555 shares; 2025Q1: 6,918 shares; 2025Q2: 7,113 shares; 2025Q3: 9,345 shares; 2025Q4: 9,752 shares; 2026Q1: 10,464 shares 10,464 $2.49M 0.09% +712 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: 5,621 shares; 2024Q4: 6,279 shares; 2025Q1: 5,826 shares; 2025Q2: 6,261 shares; 2025Q3: 6,471 shares; 2025Q4: 6,153 shares; 2026Q1: 8,032 shares 8,032 $2.43M 0.08% +1,879 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 9,398 shares; 2025Q1: 9,885 shares; 2025Q2: 10,103 shares; 2025Q3: 10,151 shares; 2025Q4: 10,338 shares; 2026Q1: 11,605 shares 11,605 $2.39M 0.08% +1,267 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,129 shares 31,129 $2.35M 0.08% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,694 shares; 2025Q1: 5,513 shares; 2025Q2: 5,338 shares; 2025Q3: 6,523 shares; 2025Q4: 14,202 shares; 2026Q1: 17,873 shares 17,873 $2.3M 0.08% +3,671 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,799 shares; 2025Q1: 33,213 shares; 2025Q2: 32,741 shares; 2025Q3: 32,958 shares; 2025Q4: 35,486 shares; 2026Q1: 39,188 shares 39,188 $2.29M 0.08% +3,702 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,527 shares; 2025Q1: 1,490 shares; 2025Q2: 1,526 shares; 2025Q3: 1,528 shares; 2025Q4: 1,654 shares; 2026Q1: 2,215 shares 2,215 $2.21M 0.08% +561 Timeline MGV 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: 29,682 shares; 2024Q4: 29,512 shares; 2025Q1: 29,819 shares; 2025Q2: 29,540 shares; 2025Q3: 15,262 shares; 2025Q4: 15,182 shares; 2026Q1: 15,196 shares 15,196 $2.2M 0.08% +14 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: 59,921 shares; 2024Q4: 60,215 shares; 2025Q1: 59,287 shares; 2025Q2: 68,293 shares; 2025Q3: 65,715 shares; 2025Q4: 64,931 shares; 2026Q1: 64,978 shares 64,978 $2.2M 0.08% +47 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: 15,629 shares; 2024Q4: 16,035 shares; 2025Q1: 16,074 shares; 2025Q2: 16,457 shares; 2025Q3: 16,884 shares; 2025Q4: 17,406 shares; 2026Q1: 17,477 shares 17,477 $2.17M 0.08% +71 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,013 shares; 2024Q4: 18,581 shares; 2025Q1: 25,751 shares; 2025Q2: 25,057 shares; 2025Q3: 27,470 shares; 2025Q4: 29,120 shares; 2026Q1: 19,023 shares 19,023 $2.12M 0.07% -10,097 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: 4,725 shares; 2024Q4: 4,695 shares; 2025Q1: 4,886 shares; 2025Q2: 4,712 shares; 2025Q3: 5,557 shares; 2025Q4: 5,705 shares; 2026Q1: 6,431 shares 6,431 $2.12M 0.07% +726 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,568 shares; 2024Q4: 7,591 shares; 2025Q1: 7,576 shares; 2025Q2: 7,444 shares; 2025Q3: 7,453 shares; 2025Q4: 7,476 shares; 2026Q1: 8,842 shares 8,842 $2.09M 0.07% +1,366 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 4,677 shares; 2025Q1: 4,773 shares; 2025Q2: 4,864 shares; 2025Q3: 4,803 shares; 2025Q4: 5,884 shares; 2026Q1: 5,829 shares 5,829 $2.08M 0.07% -55 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: 14,019 shares; 2024Q4: 14,116 shares; 2025Q1: 41,008 shares; 2025Q2: 39,205 shares; 2025Q3: 39,965 shares; 2025Q4: 40,849 shares; 2026Q1: 38,987 shares 38,987 $2.06M 0.07% -1,862 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,832 shares; 2025Q1: 3,054 shares; 2025Q2: 2,835 shares; 2025Q3: 3,619 shares; 2025Q4: 4,082 shares; 2026Q1: 4,753 shares 4,753 $2.03M 0.07% +671 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: 22,338 shares; 2024Q4: 23,717 shares; 2025Q1: 26,016 shares; 2025Q2: 28,164 shares; 2025Q3: 28,612 shares; 2025Q4: 29,437 shares; 2026Q1: 29,939 shares 29,939 $2.02M 0.07% +502 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 9,171 shares; 2025Q1: 13,923 shares; 2025Q2: 13,396 shares; 2025Q3: 14,939 shares; 2025Q4: 6,167 shares; 2026Q1: 5,780 shares 5,780 $1.98M 0.07% -387 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,467 shares; 2024Q4: 11,467 shares; 2025Q1: 11,637 shares; 2025Q2: 11,241 shares; 2025Q3: 11,221 shares; 2025Q4: 11,238 shares; 2026Q1: 11,945 shares 11,945 $1.97M 0.07% +707 Timeline HFFG HF FOODS GROUP INC More: the full row for HF FOODS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110,712 shares; 2024Q4: 1,110,712 shares; 2025Q1: 1,110,712 shares; 2025Q2: 1,063,342 shares; 2025Q3: 1,063,342 shares; 2025Q4: 1,063,342 shares; 2026Q1: 1,063,342 shares 1,063,342 $1.97M 0.07% 0 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: 6,901 shares; 2024Q4: 7,027 shares; 2025Q1: 7,574 shares; 2025Q2: 8,679 shares; 2025Q3: 11,621 shares; 2025Q4: 12,209 shares; 2026Q1: 10,640 shares 10,640 $1.96M 0.07% -1,569 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 802 shares; 2025Q1: 756 shares; 2025Q2: 721 shares; 2025Q3: 724 shares; 2025Q4: 862 shares; 2026Q1: 1,133 shares 1,133 $1.96M 0.07% +271 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,638 shares; 2025Q1: 29,913 shares; 2025Q2: 29,690 shares; 2025Q3: 29,690 shares; 2025Q4: 28,434 shares; 2026Q1: 28,278 shares 28,278 $1.93M 0.07% -156 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,438 shares; 2024Q4: 13,557 shares; 2025Q1: 13,617 shares; 2025Q2: 13,841 shares; 2025Q3: 11,838 shares; 2025Q4: 32,517 shares; 2026Q1: 38,373 shares 38,373 $1.91M 0.07% +5,856 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: 35,422 shares; 2024Q4: 35,546 shares; 2025Q1: 36,822 shares; 2025Q2: 36,989 shares; 2025Q3: 37,069 shares; 2025Q4: 47,293 shares; 2026Q1: 56,161 shares 56,161 $1.91M 0.07% +8,868 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 6,229 shares; 2025Q1: 6,598 shares; 2025Q2: 7,175 shares; 2025Q3: 7,028 shares; 2025Q4: 15,087 shares; 2026Q1: 14,273 shares 14,273 $1.9M 0.07% -814 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,262 shares; 2024Q4: 5,301 shares; 2025Q1: 19,621 shares; 2025Q2: 19,517 shares; 2025Q3: 19,524 shares; 2025Q4: 19,533 shares; 2026Q1: 19,391 shares 19,391 $1.89M 0.07% -142 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 18,498 shares; 2025Q1: 19,662 shares; 2025Q2: 48,724 shares; 2025Q3: 51,291 shares; 2025Q4: 57,279 shares; 2026Q1: 36,807 shares 36,807 $1.82M 0.06% -20,472 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 reported; 2024Q4: 4,918 shares; 2025Q1: 6,127 shares; 2025Q2: 18,099 shares; 2025Q3: 17,980 shares; 2025Q4: 41,413 shares; 2026Q1: 36,458 shares 36,458 $1.82M 0.06% -4,955 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 8,766 shares 8,766 $1.78M 0.06% +7,293 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,733 shares; 2024Q4: 21,918 shares; 2025Q1: 19,253 shares; 2025Q2: 19,235 shares; 2025Q3: 18,991 shares; 2025Q4: 18,991 shares; 2026Q1: 36,230 shares 36,230 $1.77M 0.06% +17,239 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,396 shares; 2024Q4: 22,319 shares; 2025Q1: 18,873 shares; 2025Q2: 16,920 shares; 2025Q3: 16,920 shares; 2025Q4: 18,771 shares; 2026Q1: 15,922 shares 15,922 $1.76M 0.06% -2,849 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: 4,038 shares; 2024Q4: 7,718 shares; 2025Q1: 12,503 shares; 2025Q2: 11,905 shares; 2025Q3: 15,735 shares; 2025Q4: 15,136 shares; 2026Q1: 15,284 shares 15,284 $1.73M 0.06% +148 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,428 shares; 2025Q4: 15,644 shares; 2026Q1: 15,768 shares 15,768 $1.71M 0.06% +124 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,874 shares 12,874 $1.7M 0.06% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 14,350 shares; 2025Q1: 14,356 shares; 2025Q2: 14,281 shares; 2025Q3: 14,288 shares; 2025Q4: 14,296 shares; 2026Q1: 14,299 shares 14,299 $1.69M 0.06% +3 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,689 shares; 2024Q4: 28,564 shares; 2025Q1: 28,659 shares; 2025Q2: 56,975 shares; 2025Q3: 56,102 shares; 2025Q4: 48,231 shares; 2026Q1: 46,973 shares 46,973 $1.68M 0.06% -1,258 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,477 shares; 2025Q1: 5,507 shares; 2025Q2: 6,613 shares; 2025Q3: 6,919 shares; 2025Q4: 6,599 shares; 2026Q1: 7,989 shares 7,989 $1.65M 0.06% +1,390 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: 14,391 shares; 2024Q4: 15,575 shares; 2025Q1: 15,130 shares; 2025Q2: 15,658 shares; 2025Q3: 16,200 shares; 2025Q4: 16,398 shares; 2026Q1: 16,549 shares 16,549 $1.61M 0.06% +151 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,756 shares; 2025Q1: 2,767 shares; 2025Q2: 2,768 shares; 2025Q3: 2,759 shares; 2025Q4: 2,759 shares; 2026Q1: 3,201 shares 3,201 $1.59M 0.05% +442 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: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,379 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,591 shares; 2026Q1: 2,571 shares 2,571 $1.59M 0.05% -20 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: 355 shares; 2024Q4: 789 shares; 2025Q1: 974 shares; 2025Q2: 871 shares; 2025Q3: 960 shares; 2025Q4: 8,025 shares; 2026Q1: 16,294 shares 16,294 $1.57M 0.05% +8,269 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: 2,914 shares; 2024Q4: 2,922 shares; 2025Q1: 2,966 shares; 2025Q2: 3,307 shares; 2025Q3: 3,700 shares; 2025Q4: 3,704 shares; 2026Q1: 5,039 shares 5,039 $1.57M 0.05% +1,335 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: 4,223 shares; 2024Q4: 3,081 shares; 2025Q1: 2,912 shares; 2025Q2: 2,843 shares; 2025Q3: 2,885 shares; 2025Q4: 2,049 shares; 2026Q1: 1,790 shares 1,790 $1.55M 0.05% -259 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,319 shares; 2024Q4: 13,404 shares; 2025Q1: 13,755 shares; 2025Q2: 12,363 shares; 2025Q3: 12,656 shares; 2025Q4: 12,578 shares; 2026Q1: 10,519 shares 10,519 $1.53M 0.05% -2,059 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 4,350 shares; 2025Q3: 4,338 shares; 2025Q4: 1,703 shares; 2026Q1: 1,643 shares 1,643 $1.47M 0.05% -60 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,813 shares; 2024Q4: 12,656 shares; 2025Q1: 12,663 shares; 2025Q2: 13,034 shares; 2025Q3: 12,688 shares; 2025Q4: 12,701 shares; 2026Q1: 19,373 shares 19,373 $1.45M 0.05% +6,672 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 5,256 shares; 2025Q1: 5,091 shares; 2025Q2: not reported; 2025Q3: 5,091 shares; 2025Q4: 4,926 shares; 2026Q1: 4,926 shares 4,926 $1.44M 0.05% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,617 shares; 2024Q4: 12,553 shares; 2025Q1: 15,332 shares; 2025Q2: 15,740 shares; 2025Q3: 15,955 shares; 2025Q4: 16,213 shares; 2026Q1: 14,835 shares 14,835 $1.37M 0.05% -1,378 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,822 shares; 2025Q4: 4,158 shares; 2026Q1: 9,305 shares 9,305 $1.36M 0.05% +5,147 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,396 shares; 2024Q4: 9,567 shares; 2025Q1: 12,090 shares; 2025Q2: 12,102 shares; 2025Q3: 12,567 shares; 2025Q4: 12,854 shares; 2026Q1: 11,818 shares 11,818 $1.36M 0.05% -1,036 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,376 shares; 2024Q4: 17,239 shares; 2025Q1: 17,162 shares; 2025Q2: not reported; 2025Q3: 16,886 shares; 2025Q4: 15,756 shares; 2026Q1: 11,343 shares 11,343 $1.34M 0.05% -4,413 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: 18,454 shares; 2024Q4: 18,717 shares; 2025Q1: 18,483 shares; 2025Q2: 18,307 shares; 2025Q3: 18,307 shares; 2025Q4: 20,410 shares; 2026Q1: 20,310 shares 20,310 $1.34M 0.05% -100 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,189 shares; 2024Q4: 23,189 shares; 2025Q1: 39,424 shares; 2025Q2: 38,925 shares; 2025Q3: 42,465 shares; 2025Q4: 45,557 shares; 2026Q1: 44,383 shares 44,383 $1.33M 0.05% -1,174 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,463 shares; 2026Q1: 13,541 shares 13,541 $1.29M 0.04% +9,078 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: 1,726 shares; 2024Q4: 2,072 shares; 2025Q1: 2,126 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,379 shares; 2026Q1: 6,713 shares 6,713 $1.29M 0.04% +4,334 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,762 shares; 2025Q1: 16,777 shares; 2025Q2: 14,122 shares; 2025Q3: 14,138 shares; 2025Q4: 8,732 shares; 2026Q1: 8,747 shares 8,747 $1.28M 0.04% +15 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,252 shares; 2024Q4: 12,252 shares; 2025Q1: 12,252 shares; 2025Q2: 12,252 shares; 2025Q3: 12,016 shares; 2025Q4: 11,431 shares; 2026Q1: 11,431 shares 11,431 $1.26M 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: 968 shares; 2025Q2: 1,052 shares; 2025Q3: 1,172 shares; 2025Q4: 1,197 shares; 2026Q1: 1,257 shares 1,257 $1.21M 0.04% +60 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,347 shares; 2025Q2: 6,356 shares; 2025Q3: 6,454 shares; 2025Q4: 6,454 shares; 2026Q1: 6,454 shares 6,454 $1.17M 0.04% 0 Timeline SMH 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: 1,014 shares; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 1,431 shares; 2025Q3: 2,712 shares; 2025Q4: 3,038 shares; 2026Q1: 3,038 shares 3,038 $1.16M 0.04% 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: 3,016 shares; 2024Q4: 3,602 shares; 2025Q1: 3,310 shares; 2025Q2: 6,363 shares; 2025Q3: 6,651 shares; 2025Q4: 6,689 shares; 2026Q1: 7,042 shares 7,042 $1.16M 0.04% +353 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,413 shares; 2025Q1: 4,383 shares; 2025Q2: 12,722 shares; 2025Q3: 12,342 shares; 2025Q4: 12,342 shares; 2026Q1: 12,315 shares 12,315 $1.14M 0.04% -27 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,145 shares; 2025Q2: not reported; 2025Q3: 5,145 shares; 2025Q4: 5,145 shares; 2026Q1: 5,145 shares 5,145 $1.13M 0.04% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,711 shares; 2024Q4: 9,716 shares; 2025Q1: 9,867 shares; 2025Q2: 9,871 shares; 2025Q3: 9,412 shares; 2025Q4: 9,417 shares; 2026Q1: 9,800 shares 9,800 $1.12M 0.04% +383 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: 4,413 shares; 2024Q4: 5,595 shares; 2025Q1: 5,567 shares; 2025Q2: 5,363 shares; 2025Q3: 5,953 shares; 2025Q4: 5,249 shares; 2026Q1: 5,254 shares 5,254 $1.11M 0.04% +5 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: 2,060 shares; 2024Q4: 1,990 shares; 2025Q1: 2,813 shares; 2025Q2: 2,776 shares; 2025Q3: 4,079 shares; 2025Q4: 4,243 shares; 2026Q1: 5,161 shares 5,161 $1.1M 0.04% +918 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,798 shares; 2024Q4: 13,833 shares; 2025Q1: 20,332 shares; 2025Q2: 26,608 shares; 2025Q3: 23,831 shares; 2025Q4: 23,818 shares; 2026Q1: 21,852 shares 21,852 $1.06M 0.04% -1,966 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,389 shares; 2025Q1: 2,411 shares; 2025Q2: 2,600 shares; 2025Q3: 4,611 shares; 2025Q4: 5,182 shares; 2026Q1: 5,467 shares 5,467 $1.05M 0.04% +285 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,579 shares; 2025Q4: 27,579 shares; 2026Q1: 27,579 shares 27,579 $1.05M 0.04% 0 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: 10,842 shares; 2024Q4: 12,701 shares; 2025Q1: 11,166 shares; 2025Q2: 11,575 shares; 2025Q3: 8,476 shares; 2025Q4: 11,377 shares; 2026Q1: 12,440 shares 12,440 $1.03M 0.04% +1,063 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: 6,310 shares; 2024Q4: 6,525 shares; 2025Q1: 6,570 shares; 2025Q2: 6,019 shares; 2025Q3: 5,723 shares; 2025Q4: 5,776 shares; 2026Q1: 6,959 shares 6,959 $1.02M 0.04% +1,183 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,728 shares; 2025Q1: 72,301 shares; 2025Q2: 55,553 shares; 2025Q3: 55,763 shares; 2025Q4: 32,194 shares; 2026Q1: 33,189 shares 33,189 $1.02M 0.04% +995 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,730 shares; 2025Q1: 2,024 shares; 2025Q2: 2,029 shares; 2025Q3: 2,179 shares; 2025Q4: 1,939 shares; 2026Q1: 2,008 shares 2,008 $1M 0.03% +69 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 2,303 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares; 2026Q1: 2,161 shares 2,161 $1M 0.03% -72 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 3,167 shares; 2025Q1: 3,754 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares 3,203 $1M 0.03% 0 Timeline SPIB 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: 39,701 shares; 2024Q4: 40,055 shares; 2025Q1: 39,786 shares; 2025Q2: 39,829 shares; 2025Q3: 39,872 shares; 2025Q4: 41,122 shares; 2026Q1: 29,670 shares 29,670 $995K 0.03% -11,452 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,073 shares; 2025Q1: 2,218 shares; 2025Q2: 2,356 shares; 2025Q3: 2,219 shares; 2025Q4: 3,967 shares; 2026Q1: 6,022 shares 6,022 $962K 0.03% +2,055 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares; 2026Q1: 6,329 shares 6,329 $934K 0.03% +4,675 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,145 shares; 2024Q4: 16,032 shares; 2025Q1: 16,003 shares; 2025Q2: 15,841 shares; 2025Q3: 15,841 shares; 2025Q4: 15,766 shares; 2026Q1: 16,181 shares 16,181 $933K 0.03% +415 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 1,660 shares; 2025Q4: 1,937 shares; 2026Q1: 2,724 shares 2,724 $921K 0.03% +787 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,432 shares; 2024Q4: 31,278 shares; 2025Q1: 30,779 shares; 2025Q2: 29,657 shares; 2025Q3: 29,075 shares; 2025Q4: 29,074 shares; 2026Q1: 21,433 shares 21,433 $904K 0.03% -7,641 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,448 shares; 2024Q4: 163,564 shares; 2025Q1: 167,146 shares; 2025Q2: 167,248 shares; 2025Q3: 167,204 shares; 2025Q4: 78,803 shares; 2026Q1: 78,142 shares 78,142 $902K 0.03% -661 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,481 shares 5,481 $879K 0.03% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,169 shares; 2025Q4: 17,235 shares; 2026Q1: 17,235 shares 17,235 $862K 0.03% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,905 shares 2,905 $861K 0.03% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 5,284 shares; 2025Q1: 5,188 shares; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares; 2025Q4: 5,081 shares; 2026Q1: 5,081 shares 5,081 $859K 0.03% 0 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: 3,703 shares; 2024Q4: 5,446 shares; 2025Q1: 2,954 shares; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,492 shares; 2026Q1: 10,739 shares 10,739 $855K 0.03% +8,247 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $847K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 9,870 shares; 2025Q1: 9,863 shares; 2025Q2: 9,863 shares; 2025Q3: 10,102 shares; 2025Q4: 10,103 shares; 2026Q1: 10,088 shares 10,088 $844K 0.03% -15 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: 9,897 shares; 2024Q4: 10,591 shares; 2025Q1: 10,313 shares; 2025Q2: 10,683 shares; 2025Q3: 11,510 shares; 2025Q4: 11,190 shares; 2026Q1: 11,096 shares 11,096 $844K 0.03% -94 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 6,265 shares; 2025Q1: 6,289 shares; 2025Q2: 16,508 shares; 2025Q3: 12,457 shares; 2025Q4: 12,484 shares; 2026Q1: 12,011 shares 12,011 $843K 0.03% -473 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,889 shares 7,889 $842K 0.03% new 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: 667 shares; 2024Q4: 625 shares; 2025Q1: 611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,109 shares 3,109 $841K 0.03% new Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,345 shares 12,345 $838K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,851 shares 8,851 $838K 0.03% new 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: 10,715 shares; 2024Q4: 10,715 shares; 2025Q1: 10,715 shares; 2025Q2: 10,709 shares; 2025Q3: 3,744 shares; 2025Q4: 5,961 shares; 2026Q1: 13,969 shares 13,969 $832K 0.03% +8,008 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,800 shares; 2026Q1: 52,050 shares 52,050 $824K 0.03% +2,250 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,717 shares; 2025Q1: 4,737 shares; 2025Q2: 4,455 shares; 2025Q3: 3,737 shares; 2025Q4: 3,579 shares; 2026Q1: 3,853 shares 3,853 $823K 0.03% +274 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 1,781 shares; 2025Q2: 1,916 shares; 2025Q3: 1,937 shares; 2025Q4: 1,954 shares; 2026Q1: 1,833 shares 1,833 $793K 0.03% -121 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 7,253 shares; 2025Q1: 8,931 shares; 2025Q2: 7,673 shares; 2025Q3: 7,166 shares; 2025Q4: 7,048 shares; 2026Q1: 6,565 shares 6,565 $779K 0.03% -483 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,766 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares; 2025Q4: 2,471 shares; 2026Q1: 2,724 shares 2,724 $773K 0.03% +253 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,125 shares; 2025Q2: 11,792 shares; 2025Q3: 12,841 shares; 2025Q4: 11,872 shares; 2026Q1: 15,983 shares 15,983 $750K 0.03% +4,111 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $744K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: 7,315 shares; 2025Q2: 7,319 shares; 2025Q3: 6,571 shares; 2025Q4: 10,503 shares; 2026Q1: 9,452 shares 9,452 $741K 0.03% -1,051 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: 11,089 shares; 2024Q4: 20,994 shares; 2025Q1: 23,401 shares; 2025Q2: 21,809 shares; 2025Q3: 21,817 shares; 2025Q4: 22,176 shares; 2026Q1: 25,453 shares 25,453 $740K 0.03% +3,277 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 8,878 shares; 2025Q1: 8,887 shares; 2025Q2: 9,047 shares; 2025Q3: 8,629 shares; 2025Q4: 8,618 shares; 2026Q1: 8,654 shares 8,654 $707K 0.02% +36 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 4,674 shares; 2025Q1: 5,933 shares; 2025Q2: 5,997 shares; 2025Q3: 5,934 shares; 2025Q4: 5,935 shares; 2026Q1: 6,679 shares 6,679 $686K 0.02% +744 Timeline QYLD 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,000 shares 39,000 $669K 0.02% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,273 shares; 2025Q1: 1,205 shares; 2025Q2: 1,516 shares; 2025Q3: 1,482 shares; 2025Q4: 1,785 shares; 2026Q1: 3,291 shares 3,291 $655K 0.02% +1,506 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,900 shares 14,900 $646K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,150 shares; 2025Q4: 7,096 shares; 2026Q1: 13,308 shares 13,308 $639K 0.02% +6,212 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,254 shares 4,254 $635K 0.02% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,939 shares; 2025Q1: 2,103 shares; 2025Q2: 2,230 shares; 2025Q3: 2,231 shares; 2025Q4: 2,977 shares; 2026Q1: 3,299 shares 3,299 $633K 0.02% +322 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,241 shares; 2026Q1: 7,249 shares 7,249 $616K 0.02% +8 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,858 shares; 2025Q3: 1,863 shares; 2025Q4: 1,864 shares; 2026Q1: 2,203 shares 2,203 $600K 0.02% +339 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,703 shares; 2024Q4: 8,706 shares; 2025Q1: 8,708 shares; 2025Q2: 8,710 shares; 2025Q3: 8,713 shares; 2025Q4: 10,240 shares; 2026Q1: 9,593 shares 9,593 $598K 0.02% -647 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,124 shares; 2025Q3: 3,000 shares; 2025Q4: 3,050 shares; 2026Q1: 3,247 shares 3,247 $592K 0.02% +197 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,284 shares; 2025Q1: 2,243 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 2,245 shares; 2026Q1: 2,263 shares 2,263 $589K 0.02% +18 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,348 shares; 2025Q1: 5,350 shares; 2025Q2: 5,351 shares; 2025Q3: 5,351 shares; 2025Q4: 5,352 shares; 2026Q1: 8,134 shares 8,134 $575K 0.02% +2,782 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 16,640 shares; 2025Q1: 16,716 shares; 2025Q2: 17,766 shares; 2025Q3: 17,839 shares; 2025Q4: 17,919 shares; 2026Q1: 18,767 shares 18,767 $572K 0.02% +848 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: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,528 shares; 2025Q2: 3,896 shares; 2025Q3: 3,898 shares; 2025Q4: 3,900 shares; 2026Q1: 3,901 shares 3,901 $568K 0.02% +1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 5,294 shares; 2025Q1: 5,238 shares; 2025Q2: 5,238 shares; 2025Q3: 5,587 shares; 2025Q4: 5,624 shares; 2026Q1: 5,632 shares 5,632 $550K 0.02% +8 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 10,154 shares; 2025Q1: 1,721 shares; 2025Q2: 1,478 shares; 2025Q3: 1,309 shares; 2025Q4: 1,310 shares; 2026Q1: 2,228 shares 2,228 $544K 0.02% +918 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: 2,735 shares; 2025Q3: 2,683 shares; 2025Q4: 2,555 shares; 2026Q1: 2,777 shares 2,777 $539K 0.02% +222 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,660 shares; 2025Q1: 1,696 shares; 2025Q2: 1,681 shares; 2025Q3: 1,685 shares; 2025Q4: 1,673 shares; 2026Q1: 1,659 shares 1,659 $532K 0.02% -14 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,820 shares; 2025Q3: 6,380 shares; 2025Q4: 6,512 shares; 2026Q1: 6,512 shares 6,512 $525K 0.02% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,458 shares 4,458 $525K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,347 shares; 2025Q4: 5,729 shares; 2026Q1: 5,783 shares 5,783 $524K 0.02% +54 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,840 shares 1,840 $522K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,507 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares; 2025Q4: 2,507 shares; 2026Q1: 2,507 shares 2,507 $521K 0.02% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 5,357 shares 5,357 $519K 0.02% +2,623 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,345 shares; 2025Q2: 2,352 shares; 2025Q3: 2,345 shares; 2025Q4: 2,345 shares; 2026Q1: 2,487 shares 2,487 $516K 0.02% +142 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,720 shares 2,720 $514K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,573 shares 1,573 $513K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,406 shares; 2025Q1: 3,909 shares; 2025Q2: 1,944 shares; 2025Q3: not reported; 2025Q4: 1,664 shares; 2026Q1: 3,598 shares 3,598 $501K 0.02% +1,934 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,047 shares; 2025Q1: 16,047 shares; 2025Q2: 17,104 shares; 2025Q3: 17,118 shares; 2025Q4: 17,133 shares; 2026Q1: 17,145 shares 17,145 $499K 0.02% +12 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,895 shares; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,750 shares; 2026Q1: 2,007 shares 2,007 $496K 0.02% +257 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 975 shares; 2025Q1: 992 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $495K 0.02% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,680 shares; 2024Q4: 10,680 shares; 2025Q1: 10,680 shares; 2025Q2: not reported; 2025Q3: 10,890 shares; 2025Q4: 10,890 shares; 2026Q1: 10,890 shares 10,890 $493K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,628 shares; 2024Q4: 28,733 shares; 2025Q1: 26,858 shares; 2025Q2: 22,040 shares; 2025Q3: 17,226 shares; 2025Q4: 17,158 shares; 2026Q1: 16,683 shares 16,683 $468K 0.02% -475 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,286 shares; 2024Q4: 9,379 shares; 2025Q1: 9,379 shares; 2025Q2: 8,482 shares; 2025Q3: 7,485 shares; 2025Q4: 7,582 shares; 2026Q1: 14,142 shares 14,142 $466K 0.02% +6,560 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 398 shares 398 $461K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,010 shares; 2025Q1: 2,207 shares; 2025Q2: 2,225 shares; 2025Q3: 2,206 shares; 2025Q4: 2,209 shares; 2026Q1: 4,764 shares 4,764 $459K 0.02% +2,555 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,406 shares; 2024Q4: 8,406 shares; 2025Q1: 8,406 shares; 2025Q2: 3,015 shares; 2025Q3: 4,082 shares; 2025Q4: 4,082 shares; 2026Q1: 4,082 shares 4,082 $458K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,472 shares; 2024Q4: 4,961 shares; 2025Q1: 4,967 shares; 2025Q2: not reported; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares; 2026Q1: 3,931 shares 3,931 $455K 0.02% -65 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,270 shares 2,270 $448K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,635 shares 9,635 $448K 0.02% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,441 shares; 2025Q1: 17,714 shares; 2025Q2: 17,691 shares; 2025Q3: 17,385 shares; 2025Q4: 16,191 shares; 2026Q1: 15,265 shares 15,265 $443K 0.02% -926 Timeline EFIV 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: 4,744 shares; 2024Q4: 4,744 shares; 2025Q1: 4,744 shares; 2025Q2: 5,487 shares; 2025Q3: 5,489 shares; 2025Q4: 5,491 shares; 2026Q1: 6,964 shares 6,964 $439K 0.02% +1,473 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,763 shares 8,763 $438K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 483 shares; 2025Q4: 506 shares; 2026Q1: 502 shares 502 $438K 0.02% -4 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,816 shares; 2025Q4: 2,892 shares; 2026Q1: 3,304 shares 3,304 $433K 0.01% +412 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,648 shares; 2025Q4: 4,648 shares; 2026Q1: 9,106 shares 9,106 $426K 0.01% +4,458 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,139 shares 5,139 $424K 0.01% new Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,654 shares; 2025Q3: 5,654 shares; 2025Q4: 5,654 shares; 2026Q1: 5,654 shares 5,654 $423K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,121 shares; 2026Q1: 4,121 shares 4,121 $421K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,064 shares; 2025Q4: 3,064 shares; 2026Q1: 3,215 shares 3,215 $421K 0.01% +151 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,234 shares; 2025Q1: 1,224 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,220 shares; 2026Q1: 977 shares 977 $420K 0.01% -243 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,328 shares 2,328 $419K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,247 shares; 2026Q1: 3,247 shares 3,247 $411K 0.01% 0 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: 4,548 shares; 2024Q4: 4,576 shares; 2025Q1: 4,537 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares; 2026Q1: 4,870 shares 4,870 $403K 0.01% +275 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,452 shares; 2025Q4: 5,452 shares; 2026Q1: 5,452 shares 5,452 $393K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710 shares; 2026Q1: 695 shares 695 $391K 0.01% -15 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $390K 0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,989 shares; 2025Q1: 3,005 shares; 2025Q2: 4,406 shares; 2025Q3: 4,015 shares; 2025Q4: 4,074 shares; 2026Q1: 3,929 shares 3,929 $384K 0.01% -145 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,415 shares 3,415 $379K 0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 15,282 shares; 2025Q1: 14,368 shares; 2025Q2: 14,839 shares; 2025Q3: 14,024 shares; 2025Q4: 14,167 shares; 2026Q1: 14,167 shares 14,167 $377K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,690 shares; 2025Q1: 2,692 shares; 2025Q2: 2,694 shares; 2025Q3: 2,696 shares; 2025Q4: 2,825 shares; 2026Q1: 2,827 shares 2,827 $375K 0.01% +2 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,847 shares 34,847 $374K 0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,580 shares 6,580 $374K 0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 699 shares; 2025Q1: 842 shares; 2025Q2: 843 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,812 shares 1,812 $368K 0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 15,200 shares; 2025Q1: 17,200 shares; 2025Q2: 17,300 shares; 2025Q3: 16,700 shares; 2025Q4: 10,000 shares; 2026Q1: 12,200 shares 12,200 $367K 0.01% +2,200 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,880 shares 1,880 $360K 0.01% -120 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,331 shares; 2026Q1: 6,331 shares 6,331 $360K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,231 shares; 2025Q4: 4,231 shares; 2026Q1: 7,523 shares 7,523 $358K 0.01% +3,292 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,967 shares; 2025Q1: 4,072 shares; 2025Q2: 4,089 shares; 2025Q3: 4,076 shares; 2025Q4: 3,642 shares; 2026Q1: 3,642 shares 3,642 $351K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,352 shares; 2025Q3: 4,774 shares; 2025Q4: 4,774 shares; 2026Q1: 4,774 shares 4,774 $342K 0.01% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,024 shares 2,024 $339K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,094 shares; 2024Q4: 5,826 shares; 2025Q1: 6,395 shares; 2025Q2: 6,480 shares; 2025Q3: 5,964 shares; 2025Q4: 5,650 shares; 2026Q1: 5,576 shares 5,576 $338K 0.01% -74 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,271 shares; 2026Q1: 2,281 shares 2,281 $334K 0.01% +10 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 230 shares; 2025Q2: 3,390 shares; 2025Q3: 3,375 shares; 2025Q4: 3,547 shares; 2026Q1: 3,587 shares 3,587 $331K 0.01% +40 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 reported; 2024Q4: 1,705 shares; 2025Q1: 1,402 shares; 2025Q2: 1,610 shares; 2025Q3: 1,503 shares; 2025Q4: 1,481 shares; 2026Q1: 1,440 shares 1,440 $331K 0.01% -41 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,937 shares; 2025Q3: 8,948 shares; 2025Q4: 14,721 shares; 2026Q1: 8,968 shares 8,968 $330K 0.01% -5,753 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,484 shares 4,484 $326K 0.01% new Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: 8,311 shares; 2025Q1: 12,433 shares; 2025Q2: 12,680 shares; 2025Q3: 12,933 shares; 2025Q4: 13,185 shares; 2026Q1: 13,437 shares 13,437 $324K 0.01% +252 DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,712 shares; 2025Q1: 1,774 shares; 2025Q2: 1,752 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,689 shares 1,689 $320K 0.01% -11 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,436 shares 2,436 $319K 0.01% new Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 2,808 shares; 2025Q1: 2,826 shares; 2025Q2: 2,846 shares; 2025Q3: 2,864 shares; 2025Q4: 2,669 shares; 2026Q1: 2,669 shares 2,669 $319K 0.01% 0 Timeline SPLV 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: 4,227 shares; 2024Q4: 4,227 shares; 2025Q1: 6,905 shares; 2025Q2: 4,227 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares; 2026Q1: 4,227 shares 4,227 $309K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,436 shares; 2026Q1: 2,598 shares 2,598 $308K 0.01% +162 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,576 shares; 2024Q4: 21,881 shares; 2025Q1: 23,863 shares; 2025Q2: 23,700 shares; 2025Q3: 23,656 shares; 2025Q4: 23,887 shares; 2026Q1: 22,750 shares 22,750 $307K 0.01% -1,137 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,988 shares; 2026Q1: 3,991 shares 3,991 $306K 0.01% +3 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,476 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,193 shares; 2025Q4: 3,193 shares; 2026Q1: 3,150 shares 3,150 $304K 0.01% -43 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,961 shares; 2025Q1: 5,049 shares; 2025Q2: 3,531 shares; 2025Q3: 3,034 shares; 2025Q4: 4,497 shares; 2026Q1: 2,776 shares 2,776 $303K 0.01% -1,721 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,189 shares; 2025Q4: 10,797 shares; 2026Q1: 10,797 shares 10,797 $301K 0.01% 0 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $299K 0.01% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,755 shares; 2026Q1: 5,755 shares 5,755 $292K 0.01% 0 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $289K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,083 shares; 2025Q1: 1,120 shares; 2025Q2: 1,111 shares; 2025Q3: 1,110 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares 1,111 $286K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares; 2026Q1: 2,441 shares 2,441 $282K 0.01% -12 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares 2,410 $278K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,493 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,325 shares; 2026Q1: 1,329 shares 1,329 $277K 0.01% +4 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,640 shares; 2024Q4: 40,211 shares; 2025Q1: 8,927 shares; 2025Q2: 8,515 shares; 2025Q3: 7,273 shares; 2025Q4: 7,273 shares; 2026Q1: 7,061 shares 7,061 $276K 0.01% -212 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 1,126 shares; 2025Q1: 974 shares; 2025Q2: 941 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 934 shares 934 $268K 0.01% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,357 shares; 2026Q1: 1,105 shares 1,105 $265K 0.01% -252 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,435 shares; 2024Q4: 11,436 shares; 2025Q1: 11,342 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,334 shares 2,334 $265K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 9,205 shares 9,205 $264K 0.01% +1,905 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $261K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 4,543 shares; 2025Q1: 4,543 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares; 2026Q1: 4,543 shares 4,543 $259K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,992 shares; 2025Q2: 3,524 shares; 2025Q3: 3,574 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares 3,705 $258K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,285 shares; 2025Q3: 1,278 shares; 2025Q4: 1,309 shares; 2026Q1: 1,309 shares 1,309 $257K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares 2,114 $255K 0.01% 0 Timeline MEAR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,037 shares; 2025Q3: 5,037 shares; 2025Q4: 5,037 shares; 2026Q1: 5,037 shares 5,037 $254K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 426 shares; 2025Q1: 444 shares; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 514 shares; 2026Q1: 514 shares 514 $253K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 3,116 shares; 2025Q1: 2,869 shares; 2025Q2: 2,881 shares; 2025Q3: 2,871 shares; 2025Q4: 2,872 shares; 2026Q1: 2,812 shares 2,812 $252K 0.01% -60 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,087 shares 4,087 $250K 0.01% new Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares 1,093 $250K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 779 shares 779 $248K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,030 shares; 2025Q4: 5,000 shares; 2026Q1: 5,130 shares 5,130 $247K 0.01% +130 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 9,143 shares; 2025Q1: 9,143 shares; 2025Q2: 9,143 shares; 2025Q3: 8,396 shares; 2025Q4: 7,233 shares; 2026Q1: 7,233 shares 7,233 $243K 0.01% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 6,258 shares; 2025Q3: 6,258 shares; 2025Q4: 6,258 shares; 2026Q1: 6,258 shares 6,258 $242K 0.01% 0 Timeline HOMZ 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: 5,489 shares; 2024Q4: 5,522 shares; 2025Q1: 5,555 shares; 2025Q2: not reported; 2025Q3: 5,623 shares; 2025Q4: 5,666 shares; 2026Q1: 5,701 shares 5,701 $241K 0.01% +35 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,319 shares 1,319 $240K 0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $238K 0.01% new 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 reported; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 3,366 shares; 2025Q3: 3,366 shares; 2025Q4: 3,366 shares; 2026Q1: 2,953 shares 2,953 $238K 0.01% -413 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,703 shares; 2025Q2: 3,703 shares; 2025Q3: 3,700 shares; 2025Q4: 3,812 shares; 2026Q1: 3,700 shares 3,700 $237K 0.01% -112 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 697 shares; 2025Q3: 819 shares; 2025Q4: 853 shares; 2026Q1: 847 shares 847 $237K 0.01% -6 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,114 shares; 2025Q4: 2,115 shares; 2026Q1: 2,360 shares 2,360 $236K 0.01% +245 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,099 shares 3,099 $236K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 611 shares; 2025Q4: 613 shares; 2026Q1: 680 shares 680 $233K 0.01% +67 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 2,620 shares; 2025Q1: 2,194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares; 2026Q1: 704 shares 704 $231K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 211 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 209 shares; 2026Q1: 212 shares 212 $231K 0.01% +3 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548 shares 548 $228K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,380 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares 2,280 $228K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 6,160 shares; 2025Q1: 6,056 shares; 2025Q2: 6,056 shares; 2025Q3: 4,912 shares; 2025Q4: not reported; 2026Q1: 4,887 shares 4,887 $224K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,842 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,135 shares; 2026Q1: 4,195 shares 4,195 $218K 0.01% +60 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,604 shares; 2025Q4: 3,641 shares; 2026Q1: 2,994 shares 2,994 $217K 0.01% -647 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 149 shares; 2026Q1: 113 shares 113 $216K 0.01% -36 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,769 shares; 2025Q1: 5,745 shares; 2025Q2: 5,745 shares; 2025Q3: 5,705 shares; 2025Q4: 5,872 shares; 2026Q1: 5,705 shares 5,705 $212K 0.01% -167 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 reported; 2024Q4: 6,228 shares; 2025Q1: 6,228 shares; 2025Q2: not reported; 2025Q3: 4,299 shares; 2025Q4: 4,311 shares; 2026Q1: 4,317 shares 4,317 $209K 0.01% +6 Timeline RSPH 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: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: not reported; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares 6,900 $208K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,973 shares; 2025Q1: 1,742 shares; 2025Q2: 1,743 shares; 2025Q3: 1,744 shares; 2025Q4: not reported; 2026Q1: 1,591 shares 1,591 $208K 0.01% new Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,413 shares; 2025Q1: 3,413 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,628 shares 2,628 $208K 0.01% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,597 shares; 2025Q4: 6,625 shares; 2026Q1: 5,892 shares 5,892 $204K 0.01% -733 Timeline DLS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,487 shares; 2026Q1: 2,487 shares 2,487 $203K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875 shares 875 $202K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,819 shares; 2025Q1: 3,819 shares; 2025Q2: 3,819 shares; 2025Q3: 3,819 shares; 2025Q4: 3,819 shares; 2026Q1: 3,819 shares 3,819 $201K 0.01% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,741 shares 1,741 $200K 0.01% new Timeline TLSA TIZIANA LIFE SCIENCES LTD More: the full row for TIZIANA LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,387 shares; 2024Q4: 93,187 shares; 2025Q1: 96,260 shares; 2025Q2: 89,760 shares; 2025Q3: 84,200 shares; 2025Q4: 99,900 shares; 2026Q1: 111,900 shares 111,900 $131K <0.01% +12,000 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 11,845 shares; 2025Q1: 11,845 shares; 2025Q2: 11,845 shares; 2025Q3: 11,845 shares; 2025Q4: not reported; 2026Q1: 11,845 shares 11,845 $129K <0.01% new Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,037 shares; 2025Q4: 19,037 shares; 2026Q1: 19,037 shares 19,037 $105K <0.01% 0 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,660 shares; 2025Q2: 22,660 shares; 2025Q3: 22,660 shares; 2025Q4: 22,660 shares; 2026Q1: 22,660 shares 22,660 $43.1K <0.01% 0 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,695 shares; 2025Q1: 11,695 shares; 2025Q2: 11,695 shares; 2025Q3: 11,695 shares; 2025Q4: 11,695 shares; 2026Q1: 11,695 shares 11,695 $42.2K <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,010 shares; 2026Q1: 19,000 shares 19,000 $18.6K <0.01% +3,990 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,525 shares 14,525 $10.2K <0.01% new Timeline