SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375,652 shares; 2024Q4: 5,335,474 shares; 2025Q1: 5,195,001 shares; 2025Q2: 5,191,814 shares; 2025Q3: 5,190,558 shares; 2025Q4: 5,169,264 shares; 2026Q1: 5,179,191 shares 5,179,191 $358M 18.49% +9,927 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: 584,046 shares; 2024Q4: 584,615 shares; 2025Q1: 575,157 shares; 2025Q2: 563,612 shares; 2025Q3: 568,098 shares; 2025Q4: 565,330 shares; 2026Q1: 565,705 shares 565,705 $241M 12.45% +375 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: 176,329 shares; 2024Q4: 181,887 shares; 2025Q1: 182,945 shares; 2025Q2: 183,996 shares; 2025Q3: 180,881 shares; 2025Q4: 209,693 shares; 2026Q1: 235,881 shares 235,881 $153M 7.91% +26,188 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: 665,762 shares; 2024Q4: 660,089 shares; 2025Q1: 675,118 shares; 2025Q2: 677,377 shares; 2025Q3: 686,114 shares; 2025Q4: 610,192 shares; 2026Q1: 621,889 shares 621,889 $133M 6.86% +11,697 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: 744,555 shares; 2024Q4: 755,167 shares; 2025Q1: 737,604 shares; 2025Q2: 731,200 shares; 2025Q3: 607,596 shares; 2025Q4: 485,458 shares; 2026Q1: 450,028 shares 450,028 $65.7M 3.39% -35,430 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: 724,201 shares; 2024Q4: 723,624 shares; 2025Q1: 726,756 shares; 2025Q2: 726,094 shares; 2025Q3: 741,030 shares; 2025Q4: 722,812 shares; 2026Q1: 787,768 shares 787,768 $62M 3.2% +64,956 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: 464,276 shares; 2024Q4: 474,301 shares; 2025Q1: 451,563 shares; 2025Q2: 464,358 shares; 2025Q3: 479,734 shares; 2025Q4: 465,150 shares; 2026Q1: 501,245 shares 501,245 $48.7M 2.51% +36,095 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: 619,725 shares; 2024Q4: 612,631 shares; 2025Q1: 608,911 shares; 2025Q2: 615,598 shares; 2025Q3: 605,569 shares; 2025Q4: 567,626 shares; 2026Q1: 600,665 shares 600,665 $38.5M 1.99% +33,039 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: 165,148 shares; 2024Q4: 162,513 shares; 2025Q1: 159,964 shares; 2025Q2: 141,862 shares; 2025Q3: 140,897 shares; 2025Q4: 134,118 shares; 2026Q1: 133,605 shares 133,605 $33.9M 1.75% -513 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: 253,540 shares; 2024Q4: 252,836 shares; 2025Q1: 270,166 shares; 2025Q2: 295,919 shares; 2025Q3: 380,722 shares; 2025Q4: 393,002 shares; 2026Q1: 438,757 shares 438,757 $29.6M 1.53% +45,755 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: 84,509 shares; 2024Q4: 84,475 shares; 2025Q1: 83,178 shares; 2025Q2: 83,217 shares; 2025Q3: 81,869 shares; 2025Q4: 78,301 shares; 2026Q1: 78,514 shares 78,514 $29.1M 1.5% +213 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: 36,315 shares; 2024Q4: 35,787 shares; 2025Q1: 35,017 shares; 2025Q2: 34,338 shares; 2025Q3: 33,355 shares; 2025Q4: 31,658 shares; 2026Q1: 30,771 shares 30,771 $28.3M 1.46% -887 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: 103,624 shares; 2024Q4: 103,094 shares; 2025Q1: 101,248 shares; 2025Q2: 100,728 shares; 2025Q3: 101,138 shares; 2025Q4: 97,646 shares; 2026Q1: 95,667 shares 95,667 $27.5M 1.42% -1,979 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: 211,495 shares; 2024Q4: 209,551 shares; 2025Q1: 207,287 shares; 2025Q2: 206,646 shares; 2025Q3: 201,587 shares; 2025Q4: 204,561 shares; 2026Q1: 213,558 shares 213,558 $26.5M 1.37% +8,997 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,775 shares; 2024Q4: 106,829 shares; 2025Q1: 105,113 shares; 2025Q2: 101,894 shares; 2025Q3: 99,499 shares; 2025Q4: 90,488 shares; 2026Q1: 93,120 shares 93,120 $23.1M 1.19% +2,632 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: 36,005 shares; 2024Q4: 36,156 shares; 2025Q1: 36,020 shares; 2025Q2: 36,139 shares; 2025Q3: 35,820 shares; 2025Q4: 35,986 shares; 2026Q1: 35,980 shares 35,980 $22.2M 1.14% -6 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: 92,082 shares; 2024Q4: 92,097 shares; 2025Q1: 92,133 shares; 2025Q2: 91,403 shares; 2025Q3: 90,713 shares; 2025Q4: 89,730 shares; 2026Q1: 89,215 shares 89,215 $20.2M 1.04% -515 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: 72,334 shares; 2024Q4: 71,194 shares; 2025Q1: 69,558 shares; 2025Q2: 67,805 shares; 2025Q3: 66,000 shares; 2025Q4: 64,609 shares; 2026Q1: 64,103 shares 64,103 $18.9M 0.97% -506 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: 88,922 shares; 2024Q4: 90,723 shares; 2025Q1: 90,766 shares; 2025Q2: 90,471 shares; 2025Q3: 90,480 shares; 2025Q4: 89,261 shares; 2026Q1: 81,990 shares 81,990 $17.1M 0.88% -7,271 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: 72,015 shares; 2024Q4: 70,980 shares; 2025Q1: 70,276 shares; 2025Q2: 69,044 shares; 2025Q3: 68,017 shares; 2025Q4: 66,796 shares; 2026Q1: 65,620 shares 65,620 $16M 0.83% -1,176 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: 55,309 shares; 2024Q4: 54,754 shares; 2025Q1: 53,946 shares; 2025Q2: 53,326 shares; 2025Q3: 53,010 shares; 2025Q4: 51,150 shares; 2026Q1: 50,235 shares 50,235 $14.4M 0.74% -915 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: 83,587 shares; 2024Q4: 81,086 shares; 2025Q1: 72,162 shares; 2025Q2: 75,195 shares; 2025Q3: 74,082 shares; 2025Q4: 69,501 shares; 2026Q1: 66,332 shares 66,332 $11.6M 0.6% -3,169 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: 101,755 shares; 2024Q4: 99,562 shares; 2025Q1: 98,213 shares; 2025Q2: 98,622 shares; 2025Q3: 96,067 shares; 2025Q4: 95,176 shares; 2026Q1: 94,306 shares 94,306 $11.3M 0.59% -870 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: 12,184 shares; 2024Q4: 11,946 shares; 2025Q1: 11,958 shares; 2025Q2: 11,626 shares; 2025Q3: 11,651 shares; 2025Q4: 11,515 shares; 2026Q1: 11,360 shares 11,360 $11.3M 0.58% -155 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,767 shares; 2024Q4: 131,650 shares; 2025Q1: 131,650 shares; 2025Q2: 129,650 shares; 2025Q3: 102,650 shares; 2025Q4: 100,650 shares; 2026Q1: 100,650 shares 100,650 $11.2M 0.58% 0 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: 60,161 shares; 2024Q4: 61,119 shares; 2025Q1: 58,929 shares; 2025Q2: 59,827 shares; 2025Q3: 60,146 shares; 2025Q4: 60,178 shares; 2026Q1: 60,214 shares 60,214 $10.2M 0.53% +36 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: 70,320 shares; 2024Q4: 69,794 shares; 2025Q1: 69,069 shares; 2025Q2: 67,496 shares; 2025Q3: 66,018 shares; 2025Q4: 64,383 shares; 2026Q1: 63,689 shares 63,689 $9.89M 0.51% -694 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: 59,355 shares; 2024Q4: 59,249 shares; 2025Q1: 58,930 shares; 2025Q2: 57,699 shares; 2025Q3: 56,755 shares; 2025Q4: 56,547 shares; 2026Q1: 56,312 shares 56,312 $8.99M 0.46% -235 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: 31,160 shares; 2024Q4: 30,608 shares; 2025Q1: 30,144 shares; 2025Q2: 29,824 shares; 2025Q3: 29,415 shares; 2025Q4: 28,508 shares; 2026Q1: 28,197 shares 28,197 $8.76M 0.45% -311 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: 32,489 shares; 2024Q4: 32,278 shares; 2025Q1: 30,748 shares; 2025Q2: 30,907 shares; 2025Q3: 30,339 shares; 2025Q4: 28,174 shares; 2026Q1: 27,869 shares 27,869 $8.63M 0.45% -305 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,755 shares; 2024Q4: 89,947 shares; 2025Q1: 90,733 shares; 2025Q2: 91,697 shares; 2025Q3: 90,908 shares; 2025Q4: 87,244 shares; 2026Q1: 87,653 shares 87,653 $8.58M 0.44% +409 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: 43,765 shares; 2024Q4: 43,610 shares; 2025Q1: 43,321 shares; 2025Q2: 43,488 shares; 2025Q3: 43,285 shares; 2025Q4: 41,409 shares; 2026Q1: 41,246 shares 41,246 $8.53M 0.44% -163 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: 131,698 shares; 2024Q4: 121,040 shares; 2025Q1: 119,051 shares; 2025Q2: 119,197 shares; 2025Q3: 120,929 shares; 2025Q4: 114,319 shares; 2026Q1: 111,787 shares 111,787 $8.31M 0.43% -2,532 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: 31,912 shares; 2024Q4: 31,354 shares; 2025Q1: 31,202 shares; 2025Q2: 29,173 shares; 2025Q3: 28,467 shares; 2025Q4: 27,373 shares; 2026Q1: 26,937 shares 26,937 $8.15M 0.42% -436 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: 65,133 shares; 2024Q4: 65,519 shares; 2025Q1: 65,549 shares; 2025Q2: 66,273 shares; 2025Q3: 64,562 shares; 2025Q4: 64,215 shares; 2026Q1: 63,943 shares 63,943 $7.95M 0.41% -272 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: 16,231 shares; 2024Q4: 15,963 shares; 2025Q1: 15,972 shares; 2025Q2: 16,023 shares; 2025Q3: 16,135 shares; 2025Q4: 15,946 shares; 2026Q1: 15,908 shares 15,908 $7.82M 0.4% -38 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: 55,872 shares; 2024Q4: 54,775 shares; 2025Q1: 54,214 shares; 2025Q2: 54,199 shares; 2025Q3: 53,383 shares; 2025Q4: 51,906 shares; 2026Q1: 52,879 shares 52,879 $7.64M 0.39% +973 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: 22,182 shares; 2024Q4: 43,922 shares; 2025Q1: 44,176 shares; 2025Q2: 44,123 shares; 2025Q3: 47,212 shares; 2025Q4: 46,871 shares; 2026Q1: 47,562 shares 47,562 $7.63M 0.39% +691 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: 10,686 shares; 2024Q4: 11,906 shares; 2025Q1: 15,277 shares; 2025Q2: 14,175 shares; 2025Q3: 14,212 shares; 2025Q4: 15,251 shares; 2026Q1: 17,180 shares 17,180 $7.39M 0.38% +1,929 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: 28,696 shares; 2024Q4: 28,193 shares; 2025Q1: 27,894 shares; 2025Q2: 27,511 shares; 2025Q3: 26,830 shares; 2025Q4: 25,935 shares; 2026Q1: 25,408 shares 25,408 $7.29M 0.38% -527 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: 23,578 shares; 2024Q4: 22,765 shares; 2025Q1: 22,663 shares; 2025Q2: 22,701 shares; 2025Q3: 22,085 shares; 2025Q4: 21,749 shares; 2026Q1: 21,267 shares 21,267 $6.99M 0.36% -482 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,317 shares; 2024Q4: 185,521 shares; 2025Q1: 187,521 shares; 2025Q2: 174,355 shares; 2025Q3: 170,848 shares; 2025Q4: 165,000 shares; 2026Q1: 142,906 shares 142,906 $6.72M 0.35% -22,094 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: 9,282 shares; 2024Q4: 9,259 shares; 2025Q1: 9,303 shares; 2025Q2: 9,434 shares; 2025Q3: 9,617 shares; 2025Q4: 9,599 shares; 2026Q1: 9,376 shares 9,376 $6.64M 0.34% -223 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: 35,088 shares; 2024Q4: 34,498 shares; 2025Q1: 33,965 shares; 2025Q2: 33,870 shares; 2025Q3: 32,494 shares; 2025Q4: 31,727 shares; 2026Q1: 31,539 shares 31,539 $6.54M 0.34% -188 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: 31,244 shares; 2024Q4: 30,660 shares; 2025Q1: 28,894 shares; 2025Q2: 28,516 shares; 2025Q3: 28,058 shares; 2025Q4: 27,806 shares; 2026Q1: 26,528 shares 26,528 $6.43M 0.33% -1,278 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: 16,349 shares; 2024Q4: 16,047 shares; 2025Q1: 16,124 shares; 2025Q2: 13,824 shares; 2025Q3: 13,661 shares; 2025Q4: 13,436 shares; 2026Q1: 13,068 shares 13,068 $6.26M 0.32% -368 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: 47,152 shares; 2024Q4: 45,893 shares; 2025Q1: 45,412 shares; 2025Q2: 45,640 shares; 2025Q3: 44,866 shares; 2025Q4: 42,857 shares; 2026Q1: 40,979 shares 40,979 $6.03M 0.31% -1,878 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: 83,888 shares; 2024Q4: 82,184 shares; 2025Q1: 79,693 shares; 2025Q2: 79,087 shares; 2025Q3: 78,871 shares; 2025Q4: 77,434 shares; 2026Q1: 76,504 shares 76,504 $5.94M 0.31% -930 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: 31,291 shares; 2024Q4: 31,111 shares; 2025Q1: 30,730 shares; 2025Q2: 30,448 shares; 2025Q3: 29,759 shares; 2025Q4: 29,122 shares; 2026Q1: 28,541 shares 28,541 $5.8M 0.3% -581 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: 28,489 shares; 2024Q4: 28,270 shares; 2025Q1: 27,773 shares; 2025Q2: 26,940 shares; 2025Q3: 26,671 shares; 2025Q4: 26,777 shares; 2026Q1: 26,590 shares 26,590 $5.78M 0.3% -187 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: 45,229 shares; 2024Q4: 45,348 shares; 2025Q1: 44,831 shares; 2025Q2: 44,384 shares; 2025Q3: 43,200 shares; 2025Q4: 42,040 shares; 2026Q1: 42,740 shares 42,740 $5.64M 0.29% +700 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: 11,267 shares; 2024Q4: 11,142 shares; 2025Q1: 11,136 shares; 2025Q2: 11,048 shares; 2025Q3: 10,879 shares; 2025Q4: 10,605 shares; 2026Q1: 10,609 shares 10,609 $5.3M 0.27% +4 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,290 shares; 2024Q4: 11,238 shares; 2025Q1: 11,284 shares; 2025Q2: 11,613 shares; 2025Q3: 11,642 shares; 2025Q4: 11,420 shares; 2026Q1: 11,319 shares 11,319 $5.22M 0.27% -101 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: 50,417 shares; 2024Q4: 49,862 shares; 2025Q1: 49,135 shares; 2025Q2: 49,751 shares; 2025Q3: 50,004 shares; 2025Q4: 47,162 shares; 2026Q1: 52,070 shares 52,070 $5.17M 0.27% +4,908 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: 106,293 shares; 2024Q4: 103,848 shares; 2025Q1: 86,363 shares; 2025Q2: 86,665 shares; 2025Q3: 86,319 shares; 2025Q4: 83,720 shares; 2026Q1: 89,552 shares 89,552 $5.09M 0.26% +5,832 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: 24,828 shares; 2024Q4: 25,160 shares; 2025Q1: 25,108 shares; 2025Q2: 25,511 shares; 2025Q3: 25,565 shares; 2025Q4: 25,310 shares; 2026Q1: 26,014 shares 26,014 $5.02M 0.26% +704 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: 95,654 shares; 2024Q4: 96,437 shares; 2025Q1: 97,193 shares; 2025Q2: 97,521 shares; 2025Q3: 98,615 shares; 2025Q4: 96,557 shares; 2026Q1: 100,448 shares 100,448 $4.9M 0.25% +3,891 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: 89,468 shares; 2024Q4: 80,351 shares; 2025Q1: 85,828 shares; 2025Q2: 87,584 shares; 2025Q3: 87,331 shares; 2025Q4: 80,288 shares; 2026Q1: 88,597 shares 88,597 $4.79M 0.25% +8,309 Timeline GVI 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: 48,244 shares; 2024Q4: 49,071 shares; 2025Q1: 48,364 shares; 2025Q2: 45,817 shares; 2025Q3: 46,805 shares; 2025Q4: 46,679 shares; 2026Q1: 43,290 shares 43,290 $4.62M 0.24% -3,389 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: 47,197 shares; 2024Q4: 46,428 shares; 2025Q1: 45,997 shares; 2025Q2: 46,277 shares; 2025Q3: 46,272 shares; 2025Q4: 45,769 shares; 2026Q1: 43,584 shares 43,584 $4.2M 0.22% -2,185 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,111 shares; 2026Q1: 86,361 shares 86,361 $4.14M 0.21% +17,250 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,016 shares; 2024Q4: 14,841 shares; 2025Q1: 14,723 shares; 2025Q2: 14,567 shares; 2025Q3: 14,055 shares; 2025Q4: 13,690 shares; 2026Q1: 13,550 shares 13,550 $3.95M 0.2% -140 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,373 shares; 2024Q4: 8,268 shares; 2025Q1: 8,345 shares; 2025Q2: 8,307 shares; 2025Q3: 8,298 shares; 2025Q4: 8,146 shares; 2026Q1: 8,225 shares 8,225 $3.89M 0.2% +79 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: 39,297 shares; 2024Q4: 39,021 shares; 2025Q1: 38,846 shares; 2025Q2: 38,228 shares; 2025Q3: 38,333 shares; 2025Q4: 37,768 shares; 2026Q1: 37,193 shares 37,193 $3.82M 0.2% -575 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: 13,073 shares; 2024Q4: 12,982 shares; 2025Q1: 12,924 shares; 2025Q2: 13,079 shares; 2025Q3: 13,028 shares; 2025Q4: 12,429 shares; 2026Q1: 12,488 shares 12,488 $3.77M 0.19% +59 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 3,099 shares; 2025Q1: 5,198 shares; 2025Q2: 6,186 shares; 2025Q3: 6,543 shares; 2025Q4: 6,620 shares; 2026Q1: 6,743 shares 6,743 $3.7M 0.19% +123 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: 6,134 shares; 2024Q4: 6,129 shares; 2025Q1: 6,175 shares; 2025Q2: 6,250 shares; 2025Q3: 6,284 shares; 2025Q4: 6,240 shares; 2026Q1: 6,121 shares 6,121 $3.7M 0.19% -119 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,341 shares; 2025Q1: 5,589 shares; 2025Q2: 6,038 shares; 2025Q3: 6,332 shares; 2025Q4: 6,218 shares; 2026Q1: 6,368 shares 6,368 $3.64M 0.19% +150 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: 32,720 shares; 2024Q4: 32,617 shares; 2025Q1: 32,339 shares; 2025Q2: 31,855 shares; 2025Q3: 32,160 shares; 2025Q4: 31,918 shares; 2026Q1: 31,300 shares 31,300 $3.6M 0.19% -618 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,517 shares; 2024Q4: 21,173 shares; 2025Q1: 20,711 shares; 2025Q2: 20,393 shares; 2025Q3: 20,024 shares; 2025Q4: 18,958 shares; 2026Q1: 18,685 shares 18,685 $3.54M 0.18% -273 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: 16,578 shares; 2024Q4: 16,215 shares; 2025Q1: 15,950 shares; 2025Q2: 15,794 shares; 2025Q3: 15,681 shares; 2025Q4: 15,351 shares; 2026Q1: 15,360 shares 15,360 $3.53M 0.18% +9 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: 27,012 shares; 2024Q4: 26,859 shares; 2025Q1: 26,443 shares; 2025Q2: 26,881 shares; 2025Q3: 26,576 shares; 2025Q4: 26,059 shares; 2026Q1: 26,715 shares 26,715 $3.5M 0.18% +656 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,780 shares; 2024Q4: 24,780 shares; 2025Q1: 24,905 shares; 2025Q2: 24,890 shares; 2025Q3: 24,795 shares; 2025Q4: 23,885 shares; 2026Q1: 24,036 shares 24,036 $3.49M 0.18% +151 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,744 shares; 2024Q4: 48,744 shares; 2025Q1: 48,744 shares; 2025Q2: 48,744 shares; 2025Q3: 48,744 shares; 2025Q4: 48,744 shares; 2026Q1: 58,434 shares 58,434 $3.35M 0.17% +9,690 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: 6,549 shares; 2024Q4: 6,424 shares; 2025Q1: 6,403 shares; 2025Q2: 6,357 shares; 2025Q3: 6,402 shares; 2025Q4: 6,280 shares; 2026Q1: 5,939 shares 5,939 $3.35M 0.17% -341 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: 10,651 shares; 2024Q4: 10,596 shares; 2025Q1: 10,601 shares; 2025Q2: 10,746 shares; 2025Q3: 10,746 shares; 2025Q4: 10,671 shares; 2026Q1: 11,615 shares 11,615 $3.3M 0.17% +944 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: 34,178 shares; 2024Q4: 34,760 shares; 2025Q1: 33,581 shares; 2025Q2: 33,784 shares; 2025Q3: 33,466 shares; 2025Q4: 33,300 shares; 2026Q1: 33,548 shares 33,548 $3.12M 0.16% +248 Timeline XLRE 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: 84,875 shares; 2024Q4: 85,643 shares; 2025Q1: 86,559 shares; 2025Q2: 85,397 shares; 2025Q3: 85,623 shares; 2025Q4: 80,830 shares; 2026Q1: 75,551 shares 75,551 $3.08M 0.16% -5,279 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: 24,252 shares; 2024Q4: 24,058 shares; 2025Q1: 23,958 shares; 2025Q2: 23,926 shares; 2025Q3: 23,694 shares; 2025Q4: 23,468 shares; 2026Q1: 22,806 shares 22,806 $2.94M 0.15% -662 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: 29,565 shares; 2024Q4: 29,371 shares; 2025Q1: 28,949 shares; 2025Q2: 32,712 shares; 2025Q3: 33,131 shares; 2025Q4: 32,746 shares; 2026Q1: 32,734 shares 32,734 $2.93M 0.15% -12 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: 4,738 shares; 2024Q4: 4,735 shares; 2025Q1: 4,822 shares; 2025Q2: 4,995 shares; 2025Q3: 4,983 shares; 2025Q4: 5,000 shares; 2026Q1: 4,875 shares 4,875 $2.81M 0.15% -125 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: 48,109 shares; 2024Q4: 47,786 shares; 2025Q1: 46,047 shares; 2025Q2: 45,108 shares; 2025Q3: 43,486 shares; 2025Q4: 42,045 shares; 2026Q1: 39,326 shares 39,326 $2.78M 0.14% -2,719 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,698 shares; 2024Q4: 53,680 shares; 2025Q1: 53,427 shares; 2025Q2: 49,223 shares; 2025Q3: 44,769 shares; 2025Q4: 41,586 shares; 2026Q1: 40,653 shares 40,653 $2.63M 0.14% -933 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,395 shares; 2024Q4: 46,274 shares; 2025Q1: 45,964 shares; 2025Q2: 47,608 shares; 2025Q3: 48,114 shares; 2025Q4: 47,350 shares; 2026Q1: 45,624 shares 45,624 $2.58M 0.13% -1,726 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: 7,931 shares; 2024Q4: 7,835 shares; 2025Q1: 7,735 shares; 2025Q2: 7,753 shares; 2025Q3: 7,547 shares; 2025Q4: 7,388 shares; 2026Q1: 7,332 shares 7,332 $2.52M 0.13% -56 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,908 shares; 2024Q4: 16,653 shares; 2025Q1: 16,677 shares; 2025Q2: 16,744 shares; 2025Q3: 16,559 shares; 2025Q4: 15,812 shares; 2026Q1: 15,792 shares 15,792 $2.46M 0.13% -20 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: 15,852 shares; 2024Q4: 15,925 shares; 2025Q1: 15,928 shares; 2025Q2: 16,151 shares; 2025Q3: 16,114 shares; 2025Q4: 14,814 shares; 2026Q1: 14,817 shares 14,817 $2.44M 0.13% +3 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,777 shares; 2024Q4: 14,942 shares; 2025Q1: 14,661 shares; 2025Q2: 13,944 shares; 2025Q3: 13,871 shares; 2025Q4: 14,195 shares; 2026Q1: 13,812 shares 13,812 $2.33M 0.12% -383 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,445 shares; 2024Q4: 20,276 shares; 2025Q1: 20,367 shares; 2025Q2: 18,775 shares; 2025Q3: 17,872 shares; 2025Q4: 36,074 shares; 2026Q1: 50,750 shares 50,750 $2.33M 0.12% +14,676 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: 2,544 shares; 2024Q4: 2,531 shares; 2025Q1: 2,532 shares; 2025Q2: 2,604 shares; 2025Q3: 2,582 shares; 2025Q4: 2,582 shares; 2026Q1: 2,599 shares 2,599 $2.27M 0.12% +17 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,376 shares; 2025Q1: 3,122 shares; 2025Q2: 3,722 shares; 2025Q3: 3,535 shares; 2025Q4: 3,526 shares; 2026Q1: 3,452 shares 3,452 $2.25M 0.12% -74 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: 17,455 shares; 2024Q4: 17,405 shares; 2025Q1: 16,975 shares; 2025Q2: 16,935 shares; 2025Q3: 21,720 shares; 2025Q4: 21,444 shares; 2026Q1: 22,717 shares 22,717 $2.21M 0.11% +1,273 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 8,991 shares; 2025Q1: 8,863 shares; 2025Q2: 8,710 shares; 2025Q3: 8,132 shares; 2025Q4: 7,399 shares; 2026Q1: 7,357 shares 7,357 $2.14M 0.11% -42 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,368 shares; 2024Q4: 18,154 shares; 2025Q1: 17,826 shares; 2025Q2: 17,399 shares; 2025Q3: 16,519 shares; 2025Q4: 16,459 shares; 2026Q1: 15,425 shares 15,425 $2.1M 0.11% -1,034 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL 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: 2,626 shares; 2025Q3: 6,126 shares; 2025Q4: 6,126 shares; 2026Q1: 8,126 shares 8,126 $2.07M 0.11% +2,000 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,760 shares; 2024Q4: 23,633 shares; 2025Q1: 23,563 shares; 2025Q2: 23,680 shares; 2025Q3: 23,370 shares; 2025Q4: 22,862 shares; 2026Q1: 22,004 shares 22,004 $2.07M 0.11% -858 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 15,378 shares; 2025Q1: 15,378 shares; 2025Q2: 15,319 shares; 2025Q3: 15,319 shares; 2025Q4: 14,855 shares; 2026Q1: 14,470 shares 14,470 $2.05M 0.11% -385 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,628 shares; 2025Q1: 2,791 shares; 2025Q2: 2,799 shares; 2025Q3: 2,715 shares; 2025Q4: 2,693 shares; 2026Q1: 3,287 shares 3,287 $1.96M 0.1% +594 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: 10,529 shares; 2024Q4: 10,443 shares; 2025Q1: 10,212 shares; 2025Q2: 10,287 shares; 2025Q3: 8,548 shares; 2025Q4: 7,924 shares; 2026Q1: 8,113 shares 8,113 $1.92M 0.1% +189 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: 5,712 shares; 2024Q4: 5,540 shares; 2025Q1: 5,652 shares; 2025Q2: 5,628 shares; 2025Q3: 5,626 shares; 2025Q4: 5,531 shares; 2026Q1: 5,618 shares 5,618 $1.85M 0.1% +87 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,015 shares; 2024Q4: 23,954 shares; 2025Q1: 23,253 shares; 2025Q2: 22,001 shares; 2025Q3: 21,970 shares; 2025Q4: 21,970 shares; 2026Q1: 21,669 shares 21,669 $1.72M 0.09% -301 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,096 shares; 2025Q1: 7,009 shares; 2025Q2: 6,965 shares; 2025Q3: 6,925 shares; 2025Q4: 6,742 shares; 2026Q1: 7,020 shares 7,020 $1.7M 0.09% +278 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: 4,533 shares; 2024Q4: 4,450 shares; 2025Q1: 4,908 shares; 2025Q2: 4,916 shares; 2025Q3: 7,347 shares; 2025Q4: 7,878 shares; 2026Q1: 8,237 shares 8,237 $1.64M 0.08% +359 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,490 shares; 2025Q4: 31,393 shares; 2026Q1: 31,393 shares 31,393 $1.63M 0.08% 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: 19,195 shares; 2024Q4: 19,089 shares; 2025Q1: 19,089 shares; 2025Q2: 19,125 shares; 2025Q3: 19,125 shares; 2025Q4: 18,939 shares; 2026Q1: 19,187 shares 19,187 $1.61M 0.08% +248 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: 11,043 shares; 2024Q4: 11,208 shares; 2025Q1: 11,232 shares; 2025Q2: 11,042 shares; 2025Q3: 10,921 shares; 2025Q4: 10,824 shares; 2026Q1: 12,103 shares 12,103 $1.58M 0.08% +1,279 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: 2,808 shares; 2024Q4: 2,781 shares; 2025Q1: 3,053 shares; 2025Q2: 3,635 shares; 2025Q3: 3,649 shares; 2025Q4: 4,098 shares; 2026Q1: 4,407 shares 4,407 $1.58M 0.08% +309 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 11,693 shares; 2025Q1: 11,693 shares; 2025Q2: 11,693 shares; 2025Q3: 11,406 shares; 2025Q4: 11,406 shares; 2026Q1: 11,509 shares 11,509 $1.56M 0.08% +103 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: 19,835 shares; 2024Q4: 19,430 shares; 2025Q1: 19,472 shares; 2025Q2: 19,212 shares; 2025Q3: 19,619 shares; 2025Q4: 19,766 shares; 2026Q1: 20,448 shares 20,448 $1.56M 0.08% +682 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,559 shares; 2024Q4: 35,015 shares; 2025Q1: 34,471 shares; 2025Q2: 33,691 shares; 2025Q3: 33,114 shares; 2025Q4: 31,734 shares; 2026Q1: 30,875 shares 30,875 $1.55M 0.08% -859 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: 8,079 shares; 2024Q4: 6,789 shares; 2025Q1: 6,789 shares; 2025Q2: 5,689 shares; 2025Q3: 5,689 shares; 2025Q4: 9,142 shares; 2026Q1: 24,910 shares 24,910 $1.53M 0.08% +15,768 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,016 shares; 2024Q4: 12,016 shares; 2025Q1: 12,056 shares; 2025Q2: 12,111 shares; 2025Q3: 11,401 shares; 2025Q4: 11,384 shares; 2026Q1: 11,368 shares 11,368 $1.49M 0.08% -16 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: 12,538 shares; 2024Q4: 12,504 shares; 2025Q1: 12,340 shares; 2025Q2: 14,852 shares; 2025Q3: 14,724 shares; 2025Q4: 11,957 shares; 2026Q1: 12,984 shares 12,984 $1.47M 0.08% +1,027 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 27,673 shares; 2025Q1: 27,457 shares; 2025Q2: 22,145 shares; 2025Q3: not reported; 2025Q4: 33,562 shares; 2026Q1: 33,562 shares 33,562 $1.46M 0.08% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,919 shares; 2024Q4: 24,580 shares; 2025Q1: 23,101 shares; 2025Q2: 22,691 shares; 2025Q3: 21,790 shares; 2025Q4: 21,487 shares; 2026Q1: 20,118 shares 20,118 $1.44M 0.07% -1,369 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: 31,813 shares; 2024Q4: 32,098 shares; 2025Q1: 31,433 shares; 2025Q2: 30,495 shares; 2025Q3: 29,602 shares; 2025Q4: 28,858 shares; 2026Q1: 27,548 shares 27,548 $1.43M 0.07% -1,310 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: 18,781 shares 18,781 $1.43M 0.07% 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: 30,007 shares; 2024Q4: 30,579 shares; 2025Q1: 30,082 shares; 2025Q2: 30,062 shares; 2025Q3: 26,071 shares; 2025Q4: 24,286 shares; 2026Q1: 23,067 shares 23,067 $1.4M 0.07% -1,219 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: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,271 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266 $1.38M 0.07% 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: 76,639 shares; 2024Q4: 68,935 shares; 2025Q1: 65,713 shares; 2025Q2: 59,220 shares; 2025Q3: 53,972 shares; 2025Q4: 53,370 shares; 2026Q1: 48,505 shares 48,505 $1.36M 0.07% -4,865 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,805 shares 12,805 $1.34M 0.07% new Timeline XLB 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: 3,709 shares; 2024Q4: 3,709 shares; 2025Q1: 3,709 shares; 2025Q2: 3,709 shares; 2025Q3: 3,704 shares; 2025Q4: 12,644 shares; 2026Q1: 26,260 shares 26,260 $1.31M 0.07% +13,616 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,472 shares; 2026Q1: 29,472 shares 29,472 $1.3M 0.07% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,763 shares; 2025Q1: 3,763 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,572 shares; 2026Q1: 3,572 shares 3,572 $1.23M 0.06% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,631 shares; 2024Q4: 29,261 shares; 2025Q1: 27,938 shares; 2025Q2: 28,610 shares; 2025Q3: 28,431 shares; 2025Q4: 26,981 shares; 2026Q1: 26,200 shares 26,200 $1.23M 0.06% -781 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: 2,338 shares; 2024Q4: 4,894 shares; 2025Q1: 5,619 shares; 2025Q2: 6,058 shares; 2025Q3: 6,832 shares; 2025Q4: 6,052 shares; 2026Q1: 6,046 shares 6,046 $1.23M 0.06% -6 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: 4,114 shares; 2024Q4: 4,114 shares; 2025Q1: 4,114 shares; 2025Q2: 4,112 shares; 2025Q3: 4,134 shares; 2025Q4: 4,134 shares; 2026Q1: 4,606 shares 4,606 $1.21M 0.06% +472 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: 6,103 shares; 2024Q4: 6,123 shares; 2025Q1: 6,162 shares; 2025Q2: 6,255 shares; 2025Q3: 6,221 shares; 2025Q4: 6,221 shares; 2026Q1: 6,621 shares 6,621 $1.21M 0.06% +400 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,800 shares; 2024Q4: 40,474 shares; 2025Q1: 40,424 shares; 2025Q2: 39,696 shares; 2025Q3: 39,396 shares; 2025Q4: 38,488 shares; 2026Q1: 37,338 shares 37,338 $1.2M 0.06% -1,150 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,652 shares; 2024Q4: 23,519 shares; 2025Q1: 23,432 shares; 2025Q2: 23,150 shares; 2025Q3: 22,650 shares; 2025Q4: 22,466 shares; 2026Q1: 21,606 shares 21,606 $1.19M 0.06% -860 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,810 shares; 2024Q4: 8,720 shares; 2025Q1: 8,645 shares; 2025Q2: 8,676 shares; 2025Q3: 12,826 shares; 2025Q4: 12,501 shares; 2026Q1: 12,051 shares 12,051 $1.19M 0.06% -450 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,593 shares; 2025Q1: 4,633 shares; 2025Q2: 4,633 shares; 2025Q3: 4,633 shares; 2025Q4: 4,633 shares; 2026Q1: 2,541 shares 2,541 $1.18M 0.06% -2,092 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: 8,918 shares; 2024Q4: 8,648 shares; 2025Q1: 8,096 shares; 2025Q2: 7,638 shares; 2025Q3: 7,364 shares; 2025Q4: 7,169 shares; 2026Q1: 6,933 shares 6,933 $1.17M 0.06% -236 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: 13,230 shares; 2024Q4: 13,145 shares; 2025Q1: 13,159 shares; 2025Q2: 13,207 shares; 2025Q3: 13,207 shares; 2025Q4: 13,185 shares; 2026Q1: 14,205 shares 14,205 $1.13M 0.06% +1,020 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,533 shares; 2025Q2: 20,533 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,454 shares 26,454 $1.13M 0.06% new Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 20,611 shares; 2025Q1: 20,611 shares; 2025Q2: 20,611 shares; 2025Q3: 20,611 shares; 2025Q4: 20,611 shares; 2026Q1: 20,747 shares 20,747 $1.11M 0.06% +136 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,723 shares; 2024Q4: 28,776 shares; 2025Q1: 26,785 shares; 2025Q2: 26,435 shares; 2025Q3: 26,115 shares; 2025Q4: 25,247 shares; 2026Q1: 20,806 shares 20,806 $1.1M 0.06% -4,441 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,543 shares; 2024Q4: 25,219 shares; 2025Q1: 24,633 shares; 2025Q2: 23,323 shares; 2025Q3: 23,323 shares; 2025Q4: 23,323 shares; 2026Q1: 23,323 shares 23,323 $1.09M 0.06% 0 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: 4,685 shares; 2024Q4: 4,700 shares; 2025Q1: 4,380 shares; 2025Q2: 4,380 shares; 2025Q3: 5,402 shares; 2025Q4: 5,143 shares; 2026Q1: 5,517 shares 5,517 $1.08M 0.06% +374 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 10,420 shares; 2025Q1: 10,868 shares; 2025Q2: 10,813 shares; 2025Q3: 10,829 shares; 2025Q4: 10,829 shares; 2026Q1: 11,239 shares 11,239 $1.07M 0.06% +410 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: 1,032 shares; 2025Q1: 1,007 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,041 shares; 2026Q1: 1,116 shares 1,116 $1.07M 0.06% +75 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 5,924 shares; 2025Q1: 5,924 shares; 2025Q2: 5,959 shares; 2025Q3: 5,043 shares; 2025Q4: 5,043 shares; 2026Q1: 4,993 shares 4,993 $1.06M 0.05% -50 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: 4,518 shares; 2024Q4: 4,544 shares; 2025Q1: 4,572 shares; 2025Q2: 4,544 shares; 2025Q3: 4,544 shares; 2025Q4: 4,299 shares; 2026Q1: 4,299 shares 4,299 $1.05M 0.05% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,196 shares; 2024Q4: 12,369 shares; 2025Q1: 13,252 shares; 2025Q2: 13,662 shares; 2025Q3: 14,110 shares; 2025Q4: 13,309 shares; 2026Q1: 8,184 shares 8,184 $1.05M 0.05% -5,125 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: 38,075 shares; 2024Q4: 37,970 shares; 2025Q1: 37,359 shares; 2025Q2: 36,974 shares; 2025Q3: 35,917 shares; 2025Q4: 35,866 shares; 2026Q1: 36,116 shares 36,116 $1.05M 0.05% +250 Timeline JMST 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: 20,000 shares 20,000 $1.02M 0.05% new Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 8,104 shares; 2025Q1: 8,104 shares; 2025Q2: 8,104 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,780 shares 23,780 $1.01M 0.05% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,353 shares 9,353 $996K 0.05% new 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: not reported; 2026Q1: 8,549 shares 8,549 $986K 0.05% new 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: 4,286 shares; 2024Q4: 4,336 shares; 2025Q1: 4,440 shares; 2025Q2: 3,752 shares; 2025Q3: 3,828 shares; 2025Q4: 3,945 shares; 2026Q1: 3,981 shares 3,981 $984K 0.05% +36 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: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,771 shares; 2025Q2: 1,740 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,808 shares 1,808 $973K 0.05% +8 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: 13,876 shares; 2024Q4: 13,440 shares; 2025Q1: 13,057 shares; 2025Q2: 12,623 shares; 2025Q3: 12,214 shares; 2025Q4: 11,808 shares; 2026Q1: 11,223 shares 11,223 $972K 0.05% -585 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: 7,048 shares; 2024Q4: 7,006 shares; 2025Q1: 7,009 shares; 2025Q2: 7,076 shares; 2025Q3: 7,408 shares; 2025Q4: 7,158 shares; 2026Q1: 7,377 shares 7,377 $967K 0.05% +219 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $953K 0.05% 0 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: 3,162 shares; 2024Q4: 3,027 shares; 2025Q1: 3,116 shares; 2025Q2: 3,068 shares; 2025Q3: 3,022 shares; 2025Q4: 2,922 shares; 2026Q1: 2,916 shares 2,916 $950K 0.05% -6 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: 11,957 shares; 2024Q4: 11,580 shares; 2025Q1: 11,343 shares; 2025Q2: 11,200 shares; 2025Q3: 10,637 shares; 2025Q4: 10,264 shares; 2026Q1: 9,598 shares 9,598 $926K 0.05% -666 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: 1,550 shares; 2024Q4: 1,668 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 5,072 shares; 2026Q1: 6,966 shares 6,966 $926K 0.05% +1,894 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,403 shares; 2024Q4: 20,698 shares; 2025Q1: 20,333 shares; 2025Q2: 20,022 shares; 2025Q3: 18,224 shares; 2025Q4: 17,719 shares; 2026Q1: 16,937 shares 16,937 $917K 0.05% -782 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: 3,937 shares; 2024Q4: 3,677 shares; 2025Q1: 3,563 shares; 2025Q2: 3,612 shares; 2025Q3: 3,561 shares; 2025Q4: 3,455 shares; 2026Q1: 3,522 shares 3,522 $917K 0.05% +67 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,281 shares; 2024Q4: 12,336 shares; 2025Q1: 11,089 shares; 2025Q2: 11,580 shares; 2025Q3: 11,889 shares; 2025Q4: 11,888 shares; 2026Q1: 12,707 shares 12,707 $913K 0.05% +819 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: 2,872 shares; 2024Q4: 2,988 shares; 2025Q1: 2,923 shares; 2025Q2: 2,934 shares; 2025Q3: 2,915 shares; 2025Q4: 2,820 shares; 2026Q1: 2,502 shares 2,502 $880K 0.05% -318 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,351 shares; 2024Q4: 18,172 shares; 2025Q1: 18,172 shares; 2025Q2: 18,172 shares; 2025Q3: 18,172 shares; 2025Q4: 18,172 shares; 2026Q1: 18,172 shares 18,172 $868K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,417 shares; 2024Q4: 29,672 shares; 2025Q1: 28,654 shares; 2025Q2: 25,942 shares; 2025Q3: 20,391 shares; 2025Q4: 20,298 shares; 2026Q1: 19,282 shares 19,282 $851K 0.04% -1,016 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,606 shares; 2024Q4: 11,606 shares; 2025Q1: 11,606 shares; 2025Q2: 11,128 shares; 2025Q3: 11,128 shares; 2025Q4: 11,128 shares; 2026Q1: 11,128 shares 11,128 $838K 0.04% 0 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: 5,464 shares; 2024Q4: 5,207 shares; 2025Q1: 5,069 shares; 2025Q2: 6,237 shares; 2025Q3: 7,441 shares; 2025Q4: 6,940 shares; 2026Q1: 6,940 shares 6,940 $820K 0.04% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,538 shares; 2024Q4: 10,420 shares; 2025Q1: 10,420 shares; 2025Q2: 10,207 shares; 2025Q3: 10,194 shares; 2025Q4: 10,194 shares; 2026Q1: 10,241 shares 10,241 $820K 0.04% +47 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 4,886 shares; 2025Q1: 4,918 shares; 2025Q2: 4,802 shares; 2025Q3: 4,728 shares; 2025Q4: 4,593 shares; 2026Q1: 4,532 shares 4,532 $817K 0.04% -61 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: 18,500 shares; 2024Q4: 18,393 shares; 2025Q1: 18,091 shares; 2025Q2: 17,825 shares; 2025Q3: 17,199 shares; 2025Q4: 17,199 shares; 2026Q1: 17,451 shares 17,451 $799K 0.04% +252 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,188 shares; 2024Q4: 64,246 shares; 2025Q1: 57,820 shares; 2025Q2: not reported; 2025Q3: 40,054 shares; 2025Q4: 40,054 shares; 2026Q1: 18,328 shares 18,328 $798K 0.04% -21,726 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: 2,351 shares; 2024Q4: 2,369 shares; 2025Q1: 2,372 shares; 2025Q2: 2,157 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares 2,295 $784K 0.04% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,349 shares; 2025Q1: 5,303 shares; 2025Q2: 5,218 shares; 2025Q3: 5,208 shares; 2025Q4: 5,058 shares; 2026Q1: 5,356 shares 5,356 $774K 0.04% +298 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,119 shares; 2024Q4: 21,466 shares; 2025Q1: 21,125 shares; 2025Q2: 21,417 shares; 2025Q3: 21,417 shares; 2025Q4: 17,235 shares; 2026Q1: 17,871 shares 17,871 $744K 0.04% +636 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,334 shares; 2025Q1: 4,334 shares; 2025Q2: 3,757 shares; 2025Q3: 3,757 shares; 2025Q4: 3,747 shares; 2026Q1: 3,674 shares 3,674 $738K 0.04% -73 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: 5,519 shares; 2024Q4: 5,469 shares; 2025Q1: 5,839 shares; 2025Q2: 6,480 shares; 2025Q3: 6,241 shares; 2025Q4: 5,929 shares; 2026Q1: 3,942 shares 3,942 $736K 0.04% -1,987 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,349 shares 16,349 $724K 0.04% 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: not reported; 2025Q4: not reported; 2026Q1: 14,850 shares 14,850 $714K 0.04% new 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: 4,129 shares; 2024Q4: 4,223 shares; 2025Q1: 4,150 shares; 2025Q2: 5,518 shares; 2025Q3: 5,501 shares; 2025Q4: 5,451 shares; 2026Q1: 7,376 shares 7,376 $712K 0.04% +1,925 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,900 shares; 2024Q4: 27,638 shares; 2025Q1: 27,063 shares; 2025Q2: 19,279 shares; 2025Q3: 35,960 shares; 2025Q4: 35,960 shares; 2026Q1: 35,460 shares 35,460 $711K 0.04% -500 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: 4,757 shares; 2024Q4: 4,555 shares; 2025Q1: 4,495 shares; 2025Q2: 4,924 shares; 2025Q3: 4,874 shares; 2025Q4: 2,835 shares; 2026Q1: 3,353 shares 3,353 $708K 0.04% +518 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,988 shares; 2025Q3: 12,001 shares; 2025Q4: 12,001 shares; 2026Q1: 20,735 shares 20,735 $695K 0.04% +8,734 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: 1,780 shares; 2024Q4: 1,420 shares; 2025Q1: 1,685 shares; 2025Q2: 1,673 shares; 2025Q3: 1,615 shares; 2025Q4: 1,274 shares; 2026Q1: 1,921 shares 1,921 $685K 0.04% +647 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,010 shares; 2025Q1: 6,010 shares; 2025Q2: 6,846 shares; 2025Q3: 6,060 shares; 2025Q4: 6,060 shares; 2026Q1: 6,425 shares 6,425 $682K 0.04% +365 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,036 shares; 2025Q1: 1,024 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 971 shares 971 $662K 0.03% -25 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: not reported; 2025Q4: 7,085 shares; 2026Q1: 7,294 shares 7,294 $660K 0.03% +209 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,105 shares; 2025Q2: 1,664 shares; 2025Q3: 1,706 shares; 2025Q4: 1,691 shares; 2026Q1: 2,045 shares 2,045 $656K 0.03% +354 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: 7,500 shares; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 9,494 shares 9,494 $647K 0.03% +1,994 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,850 shares; 2025Q2: 1,857 shares; 2025Q3: 1,953 shares; 2025Q4: 2,118 shares; 2026Q1: 2,033 shares 2,033 $647K 0.03% -85 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,738 shares; 2025Q3: 1,634 shares; 2025Q4: 1,611 shares; 2026Q1: 1,890 shares 1,890 $639K 0.03% +279 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,593 shares; 2024Q4: 9,273 shares; 2025Q1: 9,227 shares; 2025Q2: 8,100 shares; 2025Q3: 7,725 shares; 2025Q4: 7,605 shares; 2026Q1: 6,890 shares 6,890 $627K 0.03% -715 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,881 shares; 2024Q4: 12,435 shares; 2025Q1: 12,507 shares; 2025Q2: 11,350 shares; 2025Q3: 11,350 shares; 2025Q4: 10,744 shares; 2026Q1: 10,344 shares 10,344 $624K 0.03% -400 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: 631 shares; 2024Q4: 606 shares; 2025Q1: 586 shares; 2025Q2: 583 shares; 2025Q3: 568 shares; 2025Q4: 563 shares; 2026Q1: 692 shares 692 $620K 0.03% +129 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $605K 0.03% 0 Timeline DGRW 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: 6,803 shares; 2026Q1: 6,803 shares 6,803 $598K 0.03% 0 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,321 shares; 2024Q4: 36,000 shares; 2025Q1: 36,177 shares; 2025Q2: 36,177 shares; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares; 2026Q1: 36,000 shares 36,000 $597K 0.03% 0 Timeline NOBL 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: 9,424 shares; 2024Q4: 9,424 shares; 2025Q1: 9,424 shares; 2025Q2: 9,424 shares; 2025Q3: 9,424 shares; 2025Q4: 9,424 shares; 2026Q1: 5,620 shares 5,620 $596K 0.03% -3,804 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: 3,610 shares; 2024Q4: 3,479 shares; 2025Q1: 2,705 shares; 2025Q2: 3,127 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares; 2026Q1: 3,037 shares 3,037 $583K 0.03% 0 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: 2,889 shares; 2024Q4: 2,697 shares; 2025Q1: 2,915 shares; 2025Q2: 3,270 shares; 2025Q3: 3,236 shares; 2025Q4: 3,000 shares; 2026Q1: 2,374 shares 2,374 $577K 0.03% -626 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 10,885 shares; 2025Q1: 11,018 shares; 2025Q2: 11,610 shares; 2025Q3: 11,726 shares; 2025Q4: 11,164 shares; 2026Q1: 10,998 shares 10,998 $565K 0.03% -166 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,569 shares; 2024Q4: 23,209 shares; 2025Q1: 21,852 shares; 2025Q2: 21,159 shares; 2025Q3: 20,082 shares; 2025Q4: 18,250 shares; 2026Q1: 19,250 shares 19,250 $553K 0.03% +1,000 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: 2,742 shares; 2024Q4: 2,988 shares; 2025Q1: 2,938 shares; 2025Q2: 2,931 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares; 2026Q1: 3,305 shares 3,305 $546K 0.03% +592 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,228 shares; 2026Q1: 7,725 shares 7,725 $539K 0.03% +497 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,601 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,500 shares 1,500 $538K 0.03% -75 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,691 shares; 2025Q1: 1,635 shares; 2025Q2: 1,895 shares; 2025Q3: 1,928 shares; 2025Q4: 1,768 shares; 2026Q1: 1,987 shares 1,987 $538K 0.03% +219 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: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 3,802 shares; 2025Q2: 3,802 shares; 2025Q3: 3,802 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares 3,652 $532K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 642 shares; 2025Q3: 636 shares; 2025Q4: 633 shares; 2026Q1: 623 shares 623 $527K 0.03% -10 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: 5,210 shares; 2024Q4: 15,565 shares; 2025Q1: 16,669 shares; 2025Q2: 16,669 shares; 2025Q3: 16,669 shares; 2025Q4: 16,469 shares; 2026Q1: 17,129 shares 17,129 $526K 0.03% +660 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 10,919 shares; 2025Q1: 10,872 shares; 2025Q2: 10,818 shares; 2025Q3: 10,818 shares; 2025Q4: 10,818 shares; 2026Q1: 10,818 shares 10,818 $509K 0.03% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 8,879 shares; 2025Q1: 8,883 shares; 2025Q2: 9,371 shares; 2025Q3: 9,249 shares; 2025Q4: 9,249 shares; 2026Q1: 8,974 shares 8,974 $505K 0.03% -275 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,630 shares; 2025Q1: 1,642 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,626 shares; 2026Q1: 1,679 shares 1,679 $496K 0.03% +53 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,847 shares; 2025Q1: 1,819 shares; 2025Q2: 1,820 shares; 2025Q3: 1,735 shares; 2025Q4: 1,635 shares; 2026Q1: 1,381 shares 1,381 $492K 0.03% -254 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 10,080 shares; 2025Q1: 10,080 shares; 2025Q2: 10,080 shares; 2025Q3: 9,880 shares; 2025Q4: 9,880 shares; 2026Q1: 9,880 shares 9,880 $482K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 1,923 shares; 2025Q1: 1,859 shares; 2025Q2: 1,828 shares; 2025Q3: 1,708 shares; 2025Q4: 1,633 shares; 2026Q1: 1,593 shares 1,593 $466K 0.02% -40 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,994 shares; 2024Q4: 22,994 shares; 2025Q1: 22,994 shares; 2025Q2: 22,994 shares; 2025Q3: 22,994 shares; 2025Q4: 23,894 shares; 2026Q1: 23,894 shares 23,894 $461K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,655 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares 1,674 $447K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,635 shares; 2025Q3: 4,635 shares; 2025Q4: 6,255 shares; 2026Q1: 8,935 shares 8,935 $441K 0.02% +2,680 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 7,936 shares; 2025Q1: 7,856 shares; 2025Q2: 7,783 shares; 2025Q3: 7,544 shares; 2025Q4: 7,367 shares; 2026Q1: 6,947 shares 6,947 $429K 0.02% -420 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: 1,137 shares; 2024Q4: 1,083 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 938 shares; 2026Q1: 975 shares 975 $422K 0.02% +37 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: 2,547 shares; 2024Q4: 2,431 shares; 2025Q1: 2,406 shares; 2025Q2: 2,254 shares; 2025Q3: 2,244 shares; 2025Q4: 2,170 shares; 2026Q1: 2,164 shares 2,164 $420K 0.02% -6 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 5,845 shares; 2025Q1: 5,845 shares; 2025Q2: 5,771 shares; 2025Q3: 5,757 shares; 2025Q4: 5,757 shares; 2026Q1: 5,757 shares 5,757 $418K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,724 shares; 2026Q1: 4,455 shares 4,455 $413K 0.02% +731 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: 987 shares; 2024Q4: 1,042 shares; 2025Q1: 1,144 shares; 2025Q2: 1,168 shares; 2025Q3: 1,153 shares; 2025Q4: 913 shares; 2026Q1: 1,106 shares 1,106 $411K 0.02% +193 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: 1,273 shares; 2024Q4: 1,383 shares; 2025Q1: 1,373 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,391 shares 1,391 $399K 0.02% +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: 354 shares; 2024Q4: 362 shares; 2025Q1: 339 shares; 2025Q2: 394 shares; 2025Q3: 355 shares; 2025Q4: 3,565 shares; 2026Q1: 4,109 shares 4,109 $395K 0.02% +544 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,371 shares; 2025Q1: 2,348 shares; 2025Q2: 2,322 shares; 2025Q3: 2,292 shares; 2025Q4: 2,312 shares; 2026Q1: 2,255 shares 2,255 $389K 0.02% -57 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: 3,404 shares; 2024Q4: 3,404 shares; 2025Q1: 3,404 shares; 2025Q2: 3,404 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares; 2026Q1: 3,404 shares 3,404 $389K 0.02% 0 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: 6,963 shares; 2024Q4: 6,643 shares; 2025Q1: 6,435 shares; 2025Q2: 5,653 shares; 2025Q3: 5,792 shares; 2025Q4: 5,792 shares; 2026Q1: 6,700 shares 6,700 $386K 0.02% +908 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: 6,074 shares; 2024Q4: 6,115 shares; 2025Q1: 5,828 shares; 2025Q2: 5,822 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares; 2026Q1: 5,822 shares 5,822 $384K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 6,107 shares; 2025Q1: 6,107 shares; 2025Q2: 5,866 shares; 2025Q3: 5,866 shares; 2025Q4: 5,862 shares; 2026Q1: 5,862 shares 5,862 $383K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,255 shares; 2025Q1: 1,989 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,819 shares; 2026Q1: 1,891 shares 1,891 $371K 0.02% +72 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,463 shares; 2024Q4: 7,735 shares; 2025Q1: 7,896 shares; 2025Q2: 8,577 shares; 2025Q3: 8,114 shares; 2025Q4: 7,980 shares; 2026Q1: 8,006 shares 8,006 $368K 0.02% +26 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: 3,231 shares; 2024Q4: 3,288 shares; 2025Q1: 3,206 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares; 2026Q1: 3,141 shares 3,141 $364K 0.02% +120 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: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 419 shares 419 $363K 0.02% -15 Timeline XLI 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: 2,237 shares 2,237 $362K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 5,431 shares; 2025Q1: 5,548 shares; 2025Q2: 6,070 shares; 2025Q3: 4,407 shares; 2025Q4: 4,152 shares; 2026Q1: 3,639 shares 3,639 $358K 0.02% -513 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 1,938 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,175 shares 3,175 $346K 0.02% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,590 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares 1,583 $344K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,081 shares 4,081 $335K 0.02% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,603 shares; 2025Q1: 2,603 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $331K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: not reported; 2025Q1: 2,343 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares; 2025Q4: not reported; 2026Q1: 975 shares 975 $329K 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,470 shares; 2026Q1: 1,479 shares 1,479 $324K 0.02% +9 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,144 shares; 2025Q1: 3,144 shares; 2025Q2: 3,155 shares; 2025Q3: 3,155 shares; 2025Q4: 3,155 shares; 2026Q1: 2,940 shares 2,940 $323K 0.02% -215 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 817 shares; 2026Q1: 817 shares 817 $320K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,256 shares; 2025Q1: 1,257 shares; 2025Q2: 1,272 shares; 2025Q3: 1,202 shares; 2025Q4: 1,195 shares; 2026Q1: 1,608 shares 1,608 $319K 0.02% +413 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,664 shares; 2024Q4: 7,523 shares; 2025Q1: 7,095 shares; 2025Q2: 7,393 shares; 2025Q3: 6,785 shares; 2025Q4: 3,810 shares; 2026Q1: 3,515 shares 3,515 $318K 0.02% -295 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 6,278 shares; 2025Q2: 6,278 shares; 2025Q3: 6,278 shares; 2025Q4: 6,278 shares; 2026Q1: 6,278 shares 6,278 $316K 0.02% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 5,761 shares; 2025Q1: 5,761 shares; 2025Q2: 5,761 shares; 2025Q3: 5,753 shares; 2025Q4: 5,753 shares; 2026Q1: 5,078 shares 5,078 $312K 0.02% -675 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,502 shares; 2025Q3: 1,521 shares; 2025Q4: 1,929 shares; 2026Q1: 2,069 shares 2,069 $303K 0.02% +140 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 2,984 shares; 2025Q1: 2,932 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares; 2025Q4: 2,940 shares; 2026Q1: 3,120 shares 3,120 $303K 0.02% +180 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,411 shares; 2025Q1: 4,348 shares; 2025Q2: 4,526 shares; 2025Q3: 4,516 shares; 2025Q4: 4,045 shares; 2026Q1: 3,920 shares 3,920 $302K 0.02% -125 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,433 shares; 2025Q3: 5,369 shares; 2025Q4: 5,369 shares; 2026Q1: 4,724 shares 4,724 $292K 0.02% -645 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: 1,986 shares; 2026Q1: 2,631 shares 2,631 $292K 0.02% +645 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO 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: 8,608 shares; 2025Q4: 8,608 shares; 2026Q1: 8,608 shares 8,608 $290K 0.01% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,487 shares; 2025Q2: 10,042 shares; 2025Q3: 10,042 shares; 2025Q4: 5,497 shares; 2026Q1: 5,497 shares 5,497 $284K 0.01% 0 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: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares 1,564 $282K 0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,062 shares; 2024Q4: 19,021 shares; 2025Q1: 16,694 shares; 2025Q2: 14,804 shares; 2025Q3: 14,804 shares; 2025Q4: 14,733 shares; 2026Q1: 12,529 shares 12,529 $277K 0.01% -2,204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,798 shares 1,798 $272K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 2,878 shares; 2026Q1: 2,886 shares 2,886 $268K 0.01% +8 Timeline XLY 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: 2,343 shares 2,343 $255K 0.01% new 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: 879 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 914 shares 914 $255K 0.01% 0 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares 1,606 $255K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares 2,270 $255K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,495 shares 1,495 $253K 0.01% -25 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: 542 shares; 2024Q4: 557 shares; 2025Q1: 614 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 593 shares; 2026Q1: 577 shares 577 $252K 0.01% -16 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares; 2025Q4: 2,272 shares; 2026Q1: 2,280 shares 2,280 $250K 0.01% +8 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 3,722 shares 3,722 $247K 0.01% +647 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,236 shares; 2025Q1: 3,236 shares; 2025Q2: 3,086 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares; 2026Q1: 3,455 shares 3,455 $246K 0.01% +383 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,405 shares; 2025Q2: 1,210 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,171 shares 1,171 $244K 0.01% +121 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 6,819 shares; 2025Q4: 6,637 shares; 2026Q1: 5,801 shares 5,801 $241K 0.01% -836 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: 6,962 shares; 2024Q4: 6,748 shares; 2025Q1: 6,624 shares; 2025Q2: 6,336 shares; 2025Q3: 6,336 shares; 2025Q4: 5,901 shares; 2026Q1: 6,381 shares 6,381 $238K 0.01% +480 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 15,226 shares; 2025Q1: 15,331 shares; 2025Q2: 14,848 shares; 2025Q3: 13,901 shares; 2025Q4: 12,712 shares; 2026Q1: 5,181 shares 5,181 $234K 0.01% -7,531 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: 4,921 shares; 2024Q4: 4,921 shares; 2025Q1: not reported; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares; 2025Q4: 4,921 shares; 2026Q1: 4,921 shares 4,921 $229K 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: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 935 shares; 2025Q3: 909 shares; 2025Q4: 900 shares; 2026Q1: 944 shares 944 $227K 0.01% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 762 shares 762 $225K 0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,750 shares; 2025Q4: 5,025 shares; 2026Q1: 5,750 shares 5,750 $221K 0.01% +725 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,706 shares; 2025Q1: 3,693 shares; 2025Q2: 3,651 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 2,933 shares 2,933 $221K 0.01% -367 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,351 shares; 2025Q1: 1,351 shares; 2025Q2: 1,286 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares 1,265 $219K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $213K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 794 shares 794 $211K 0.01% -29 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA 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: 1,694 shares 1,694 $208K 0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,344 shares 2,344 $207K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,713 shares; 2025Q1: 3,697 shares; 2025Q2: 2,726 shares; 2025Q3: 2,721 shares; 2025Q4: 2,455 shares; 2026Q1: 2,298 shares 2,298 $203K 0.01% -157 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 866 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 645 shares; 2026Q1: 645 shares 645 $203K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,842 shares 3,842 $202K 0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,422 shares 4,422 $201K 0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,431 shares; 2024Q4: 13,405 shares; 2025Q1: 13,489 shares; 2025Q2: 13,405 shares; 2025Q3: 13,405 shares; 2025Q4: 13,405 shares; 2026Q1: 13,405 shares 13,405 $176K 0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,085 shares; 2024Q4: 15,085 shares; 2025Q1: 15,085 shares; 2025Q2: 14,585 shares; 2025Q3: 14,585 shares; 2025Q4: 12,905 shares; 2026Q1: 12,905 shares 12,905 $89.7K <0.01% 0 Timeline