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: 88,068 shares; 2024Q4: 89,105 shares; 2025Q1: 87,348 shares; 2025Q2: 90,176 shares; 2025Q3: 82,119 shares; 2025Q4: 85,011 shares; 2026Q1: 91,667 shares 91,667 $54.8M 12.53% +6,656 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: 159,780 shares; 2024Q4: 156,190 shares; 2025Q1: 160,540 shares; 2025Q2: 145,912 shares; 2025Q3: 144,559 shares; 2025Q4: 144,207 shares; 2026Q1: 152,799 shares 152,799 $26.6M 6.1% +8,592 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: 91,242 shares; 2024Q4: 94,386 shares; 2025Q1: 97,487 shares; 2025Q2: 96,690 shares; 2025Q3: 95,047 shares; 2025Q4: 97,022 shares; 2026Q1: 100,163 shares 100,163 $26.2M 6% +3,141 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: 59,302 shares; 2024Q4: 59,924 shares; 2025Q1: 70,906 shares; 2025Q2: 74,767 shares; 2025Q3: 74,650 shares; 2025Q4: 66,830 shares; 2026Q1: 70,587 shares 70,587 $17.9M 4.1% +3,757 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: 47,448 shares; 2024Q4: 46,509 shares; 2025Q1: 47,115 shares; 2025Q2: 46,495 shares; 2025Q3: 46,145 shares; 2025Q4: 46,781 shares; 2026Q1: 47,767 shares 47,767 $13.7M 3.14% +986 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: 16,168 shares; 2024Q4: 15,858 shares; 2025Q1: 22,004 shares; 2025Q2: 22,358 shares; 2025Q3: 22,578 shares; 2025Q4: 23,037 shares; 2026Q1: 26,892 shares 26,892 $9.95M 2.28% +3,855 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: 28,233 shares; 2024Q4: 27,583 shares; 2025Q1: 27,726 shares; 2025Q2: 27,436 shares; 2025Q3: 27,085 shares; 2025Q4: 26,799 shares; 2026Q1: 26,997 shares 26,997 $8.36M 1.91% +198 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: 16,695 shares; 2024Q4: 16,706 shares; 2025Q1: 16,795 shares; 2025Q2: 16,430 shares; 2025Q3: 16,865 shares; 2025Q4: 16,515 shares; 2026Q1: 16,951 shares 16,951 $8.12M 1.86% +436 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: 10,195 shares; 2024Q4: 9,720 shares; 2025Q1: 12,083 shares; 2025Q2: 10,751 shares; 2025Q3: 11,130 shares; 2025Q4: 12,348 shares; 2026Q1: 12,408 shares 12,408 $7.1M 1.62% +60 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: 8,158 shares; 2024Q4: 8,111 shares; 2025Q1: 8,087 shares; 2025Q2: 8,068 shares; 2025Q3: 7,954 shares; 2025Q4: 7,879 shares; 2026Q1: 7,949 shares 7,949 $6.89M 1.58% +70 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: 34,596 shares; 2024Q4: 34,134 shares; 2025Q1: 38,662 shares; 2025Q2: 37,740 shares; 2025Q3: 37,306 shares; 2025Q4: 40,273 shares; 2026Q1: 39,663 shares 39,663 $6.62M 1.51% -610 Timeline BBUS 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: 32,663 shares; 2024Q4: 39,583 shares; 2025Q1: 48,836 shares; 2025Q2: 42,242 shares; 2025Q3: 46,291 shares; 2025Q4: 48,366 shares; 2026Q1: 49,292 shares 49,292 $5.78M 1.32% +926 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,209 shares; 2024Q4: 47,568 shares; 2025Q1: 45,604 shares; 2025Q2: 43,553 shares; 2025Q3: 41,751 shares; 2025Q4: 38,566 shares; 2026Q1: 37,306 shares 37,306 $5.61M 1.28% -1,260 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,114 shares; 2024Q4: 62,372 shares; 2025Q1: 65,856 shares; 2025Q2: 67,109 shares; 2025Q3: 68,206 shares; 2025Q4: 70,718 shares; 2026Q1: 71,784 shares 71,784 $5.39M 1.23% +1,066 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: 15,560 shares; 2024Q4: 17,242 shares; 2025Q1: 21,669 shares; 2025Q2: 21,999 shares; 2025Q3: 22,092 shares; 2025Q4: 22,061 shares; 2026Q1: 21,506 shares 21,506 $5.26M 1.2% -555 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: 17,361 shares; 2024Q4: 17,430 shares; 2025Q1: 18,068 shares; 2025Q2: 17,993 shares; 2025Q3: 17,933 shares; 2025Q4: 17,862 shares; 2026Q1: 17,618 shares 17,618 $5.18M 1.19% -244 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,704 shares; 2024Q4: 66,743 shares; 2025Q1: 66,538 shares; 2025Q2: 67,439 shares; 2025Q3: 67,222 shares; 2025Q4: 67,207 shares; 2026Q1: 68,045 shares 68,045 $4.95M 1.13% +838 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: 64,023 shares; 2024Q4: 63,779 shares; 2025Q1: 70,140 shares; 2025Q2: 71,641 shares; 2025Q3: 72,816 shares; 2025Q4: 73,547 shares; 2026Q1: 73,310 shares 73,310 $4.92M 1.12% -237 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: 32,633 shares; 2024Q4: 32,972 shares; 2025Q1: 33,652 shares; 2025Q2: 33,548 shares; 2025Q3: 33,603 shares; 2025Q4: 33,616 shares; 2026Q1: 34,998 shares 34,998 $4.36M 1% +1,382 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: 50,085 shares; 2024Q4: 51,577 shares; 2025Q1: 56,589 shares; 2025Q2: 55,076 shares; 2025Q3: 54,778 shares; 2025Q4: 54,748 shares; 2026Q1: 54,982 shares 54,982 $4.27M 0.98% +234 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: 16,338 shares; 2024Q4: 16,966 shares; 2025Q1: 23,624 shares; 2025Q2: 24,304 shares; 2025Q3: 24,473 shares; 2025Q4: 20,244 shares; 2026Q1: 20,247 shares 20,247 $4.22M 0.96% +3 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,457 shares; 2024Q4: 21,706 shares; 2025Q1: 20,390 shares; 2025Q2: 24,763 shares; 2025Q3: 24,058 shares; 2025Q4: 22,799 shares; 2026Q1: 23,466 shares 23,466 $3.98M 0.91% +667 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 700 shares; 2025Q1: 717 shares; 2025Q2: 794 shares; 2025Q3: 799 shares; 2025Q4: 892 shares; 2026Q1: 898 shares 898 $3.78M 0.87% +6 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: 16,857 shares; 2024Q4: 18,084 shares; 2025Q1: 16,615 shares; 2025Q2: 16,460 shares; 2025Q3: 15,961 shares; 2025Q4: 15,961 shares; 2026Q1: 16,684 shares 16,684 $3.62M 0.83% +723 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,292 shares; 2025Q1: 10,669 shares; 2025Q2: 9,882 shares; 2025Q3: 13,133 shares; 2025Q4: 16,399 shares; 2026Q1: 16,701 shares 16,701 $3.57M 0.82% +302 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: 5,078 shares; 2024Q4: 4,932 shares; 2025Q1: 4,367 shares; 2025Q2: 3,548 shares; 2025Q3: 4,947 shares; 2025Q4: 3,598 shares; 2026Q1: 3,629 shares 3,629 $3.34M 0.76% +31 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 13,755 shares; 2025Q1: 14,526 shares; 2025Q2: 14,939 shares; 2025Q3: 15,379 shares; 2025Q4: 15,534 shares; 2026Q1: 15,238 shares 15,238 $3.31M 0.76% -296 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,994 shares; 2025Q2: 48,059 shares; 2025Q3: 48,059 shares; 2025Q4: 48,059 shares; 2026Q1: 48,059 shares 48,059 $3.26M 0.75% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,844 shares; 2025Q2: 22,162 shares; 2025Q3: 23,636 shares; 2025Q4: 23,572 shares; 2026Q1: 23,155 shares 23,155 $3.23M 0.74% -417 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: not reported; 2024Q4: not reported; 2025Q1: 9,916 shares; 2025Q2: 10,301 shares; 2025Q3: 10,488 shares; 2025Q4: 10,365 shares; 2026Q1: 10,613 shares 10,613 $3.05M 0.7% +248 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: 12,532 shares; 2024Q4: not reported; 2025Q1: 16,578 shares; 2025Q2: 16,613 shares; 2025Q3: 16,852 shares; 2025Q4: 11,014 shares; 2026Q1: 10,549 shares 10,549 $3.03M 0.69% -465 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,161 shares; 2025Q1: 7,419 shares; 2025Q2: 7,729 shares; 2025Q3: 7,676 shares; 2025Q4: 7,971 shares; 2026Q1: 8,113 shares 8,113 $3.02M 0.69% +142 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: 12,713 shares; 2024Q4: 12,711 shares; 2025Q1: 12,045 shares; 2025Q2: 11,801 shares; 2025Q3: 11,569 shares; 2025Q4: 11,569 shares; 2026Q1: 11,560 shares 11,560 $2.87M 0.66% -9 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,301 shares; 2024Q4: 19,515 shares; 2025Q1: 19,571 shares; 2025Q2: 19,579 shares; 2025Q3: 20,202 shares; 2025Q4: 19,942 shares; 2026Q1: 19,796 shares 19,796 $2.83M 0.65% -146 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: 16,827 shares; 2024Q4: 14,270 shares; 2025Q1: 14,664 shares; 2025Q2: 14,683 shares; 2025Q3: 14,404 shares; 2025Q4: 14,208 shares; 2026Q1: 14,222 shares 14,222 $2.74M 0.63% +14 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: 10,473 shares; 2024Q4: 11,892 shares; 2025Q1: 11,744 shares; 2025Q2: 11,324 shares; 2025Q3: 11,119 shares; 2025Q4: 11,500 shares; 2026Q1: 11,209 shares 11,209 $2.74M 0.63% -291 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: not reported; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: 3,554 shares; 2025Q3: 3,934 shares; 2025Q4: 4,815 shares; 2026Q1: 5,468 shares 5,468 $2.73M 0.63% +653 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: 34,444 shares; 2024Q4: 35,229 shares; 2025Q1: 30,166 shares; 2025Q2: 29,892 shares; 2025Q3: 30,104 shares; 2025Q4: 29,892 shares; 2026Q1: 29,742 shares 29,742 $2.69M 0.62% -150 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: 35,162 shares; 2024Q4: 37,131 shares; 2025Q1: 37,000 shares; 2025Q2: 34,152 shares; 2025Q3: 22,313 shares; 2025Q4: 21,518 shares; 2026Q1: 22,194 shares 22,194 $2.69M 0.62% +676 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591 shares; 2025Q2: 575 shares; 2025Q3: 1,442 shares; 2025Q4: 1,818 shares; 2026Q1: 1,825 shares 1,825 $2.69M 0.61% +7 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,830 shares; 2024Q4: 120,584 shares; 2025Q1: 127,365 shares; 2025Q2: 131,075 shares; 2025Q3: 132,367 shares; 2025Q4: 127,448 shares; 2026Q1: 116,548 shares 116,548 $2.65M 0.61% -10,900 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,100 shares; 2025Q1: 12,016 shares; 2025Q2: 12,164 shares; 2025Q3: 12,917 shares; 2025Q4: 12,183 shares; 2026Q1: 12,624 shares 12,624 $2.61M 0.6% +441 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,318 shares; 2024Q4: 42,708 shares; 2025Q1: 42,900 shares; 2025Q2: 42,588 shares; 2025Q3: 42,476 shares; 2025Q4: 42,679 shares; 2026Q1: 42,602 shares 42,602 $2.6M 0.6% -77 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: 14,041 shares; 2024Q4: 13,633 shares; 2025Q1: 13,259 shares; 2025Q2: 13,138 shares; 2025Q3: 13,072 shares; 2025Q4: 12,868 shares; 2026Q1: 13,113 shares 13,113 $2.6M 0.59% +245 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: 40,377 shares; 2024Q4: 45,354 shares; 2025Q1: 50,394 shares; 2025Q2: 51,069 shares; 2025Q3: 50,693 shares; 2025Q4: 50,594 shares; 2026Q1: 52,589 shares 52,589 $2.56M 0.59% +1,995 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: 12,713 shares; 2024Q4: 11,934 shares; 2025Q1: 14,169 shares; 2025Q2: 13,911 shares; 2025Q3: 13,974 shares; 2025Q4: 14,861 shares; 2026Q1: 15,435 shares 15,435 $2.4M 0.55% +574 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: 29,442 shares; 2024Q4: 27,072 shares; 2025Q1: 24,152 shares; 2025Q2: 22,825 shares; 2025Q3: 23,033 shares; 2025Q4: 23,886 shares; 2026Q1: 25,233 shares 25,233 $2.37M 0.54% +1,347 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: 18,210 shares; 2024Q4: 19,270 shares; 2025Q1: 18,877 shares; 2025Q2: 18,457 shares; 2025Q3: 17,126 shares; 2025Q4: 16,693 shares; 2026Q1: 16,113 shares 16,113 $2.33M 0.53% -580 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.49% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,811 shares; 2025Q2: 6,860 shares; 2025Q3: 6,816 shares; 2025Q4: 6,817 shares; 2026Q1: 6,684 shares 6,684 $2.08M 0.48% -133 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,633 shares; 2025Q2: 5,829 shares; 2025Q3: 5,994 shares; 2025Q4: 5,965 shares; 2026Q1: 5,977 shares 5,977 $2.04M 0.47% +12 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: 12,058 shares; 2024Q4: 12,488 shares; 2025Q1: 16,986 shares; 2025Q2: 18,644 shares; 2025Q3: 19,060 shares; 2025Q4: 18,250 shares; 2026Q1: 15,834 shares 15,834 $2.04M 0.47% -2,416 Timeline GLOF 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: 38,511 shares; 2025Q3: 38,404 shares; 2025Q4: 38,542 shares; 2026Q1: 38,542 shares 38,542 $2.01M 0.46% 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: not reported; 2024Q4: not reported; 2025Q1: 5,530 shares; 2025Q2: 5,417 shares; 2025Q3: 5,326 shares; 2025Q4: 5,537 shares; 2026Q1: 5,646 shares 5,646 $1.91M 0.44% +109 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: 8,716 shares; 2024Q4: 8,424 shares; 2025Q1: 7,662 shares; 2025Q2: 7,722 shares; 2025Q3: 7,584 shares; 2025Q4: 7,292 shares; 2026Q1: 6,934 shares 6,934 $1.85M 0.42% -358 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: 27,676 shares; 2024Q4: 29,314 shares; 2025Q1: 31,598 shares; 2025Q2: 31,587 shares; 2025Q3: 28,925 shares; 2025Q4: 25,152 shares; 2026Q1: 29,261 shares 29,261 $1.81M 0.41% +4,109 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,491 shares; 2025Q2: 6,084 shares; 2025Q3: 5,698 shares; 2025Q4: 5,590 shares; 2026Q1: 5,557 shares 5,557 $1.68M 0.38% -33 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: not reported; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 3,587 shares; 2025Q3: 3,583 shares; 2025Q4: 5,451 shares; 2026Q1: 9,887 shares 9,887 $1.67M 0.38% +4,436 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 5,721 shares; 2025Q1: 5,279 shares; 2025Q2: 4,912 shares; 2025Q3: 4,433 shares; 2025Q4: 4,186 shares; 2026Q1: 3,695 shares 3,695 $1.65M 0.38% -491 Timeline JAVA 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: 22,238 shares; 2024Q4: 24,841 shares; 2025Q1: 31,517 shares; 2025Q2: 21,818 shares; 2025Q3: 22,328 shares; 2025Q4: 22,771 shares; 2026Q1: 22,704 shares 22,704 $1.63M 0.37% -67 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,422 shares; 2024Q4: 12,058 shares; 2025Q1: 12,308 shares; 2025Q2: 11,928 shares; 2025Q3: 11,833 shares; 2025Q4: 11,371 shares; 2026Q1: 11,192 shares 11,192 $1.6M 0.37% -179 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 429 shares; 2025Q1: 433 shares; 2025Q2: 406 shares; 2025Q3: 298 shares; 2025Q4: 281 shares; 2026Q1: 243 shares 243 $1.6M 0.37% -38 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,725 shares; 2025Q2: 6,725 shares; 2025Q3: 6,725 shares; 2025Q4: 6,725 shares; 2026Q1: 6,725 shares 6,725 $1.59M 0.36% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,799 shares; 2025Q2: 2,273 shares; 2025Q3: 2,316 shares; 2025Q4: 2,312 shares; 2026Q1: 2,246 shares 2,246 $1.53M 0.35% -66 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,596 shares; 2025Q2: 4,790 shares; 2025Q3: 4,779 shares; 2025Q4: 5,085 shares; 2026Q1: 5,043 shares 5,043 $1.52M 0.35% -42 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,390 shares; 2025Q2: 16,899 shares; 2025Q3: 16,095 shares; 2025Q4: 18,418 shares; 2026Q1: 19,792 shares 19,792 $1.52M 0.35% +1,374 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,449 shares; 2025Q2: 1,465 shares; 2025Q3: 1,416 shares; 2025Q4: 1,405 shares; 2026Q1: 1,514 shares 1,514 $1.51M 0.35% +109 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 13,460 shares; 2025Q1: 13,460 shares; 2025Q2: 13,460 shares; 2025Q3: 13,460 shares; 2025Q4: 13,460 shares; 2026Q1: 13,460 shares 13,460 $1.48M 0.34% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 1,970 shares; 2025Q3: 1,982 shares; 2025Q4: 1,955 shares; 2026Q1: 2,014 shares 2,014 $1.43M 0.33% +59 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,196 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares; 2025Q4: 2,182 shares; 2026Q1: 2,181 shares 2,181 $1.42M 0.33% -1 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: not reported; 2024Q4: not reported; 2025Q1: 13,954 shares; 2025Q2: 14,016 shares; 2025Q3: 13,991 shares; 2025Q4: 14,105 shares; 2026Q1: 15,059 shares 15,059 $1.4M 0.32% +954 Timeline JIRE 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: 8,476 shares; 2025Q2: 12,460 shares; 2025Q3: 17,011 shares; 2025Q4: 18,573 shares; 2026Q1: 18,355 shares 18,355 $1.39M 0.32% -218 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,509 shares; 2025Q2: 9,386 shares; 2025Q3: 9,245 shares; 2025Q4: 9,690 shares; 2026Q1: 10,253 shares 10,253 $1.39M 0.32% +563 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,815 shares; 2025Q2: 9,445 shares; 2025Q3: 9,202 shares; 2025Q4: 9,203 shares; 2026Q1: 9,376 shares 9,376 $1.39M 0.32% +173 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: 23,532 shares; 2024Q4: 23,437 shares; 2025Q1: 23,918 shares; 2025Q2: 23,056 shares; 2025Q3: 21,190 shares; 2025Q4: 23,853 shares; 2026Q1: 20,434 shares 20,434 $1.31M 0.3% -3,419 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,968 shares; 2025Q2: 14,826 shares; 2025Q3: 16,588 shares; 2025Q4: 12,388 shares; 2026Q1: 10,053 shares 10,053 $1.31M 0.3% -2,335 Timeline JGRO 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: 13,180 shares; 2024Q4: 14,653 shares; 2025Q1: 14,865 shares; 2025Q2: 14,969 shares; 2025Q3: 15,383 shares; 2025Q4: 16,141 shares; 2026Q1: 15,019 shares 15,019 $1.27M 0.29% -1,122 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 2,886 shares; 2025Q4: 3,117 shares; 2026Q1: 5,468 shares 5,468 $1.26M 0.29% +2,351 Timeline BBIN 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: 26,474 shares; 2024Q4: 28,744 shares; 2025Q1: 24,281 shares; 2025Q2: 23,613 shares; 2025Q3: 17,576 shares; 2025Q4: 17,199 shares; 2026Q1: 17,191 shares 17,191 $1.26M 0.29% -8 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares; 2025Q4: 4,368 shares; 2026Q1: 4,368 shares 4,368 $1.25M 0.29% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,591 shares; 2025Q2: 3,590 shares; 2025Q3: 3,643 shares; 2025Q4: 3,747 shares; 2026Q1: 3,777 shares 3,777 $1.24M 0.28% +30 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,698 shares; 2025Q2: 2,159 shares; 2025Q3: 1,726 shares; 2025Q4: 1,719 shares; 2026Q1: 1,978 shares 1,978 $1.2M 0.27% +259 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,329 shares; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 10,069 shares; 2025Q3: 10,069 shares; 2025Q4: 10,069 shares; 2026Q1: 10,069 shares 10,069 $1.19M 0.27% 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: 10,907 shares; 2024Q4: 13,976 shares; 2025Q1: 13,967 shares; 2025Q2: 15,405 shares; 2025Q3: 15,945 shares; 2025Q4: 7,739 shares; 2026Q1: 8,154 shares 8,154 $1.18M 0.27% +415 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,275 shares; 2025Q2: 5,131 shares; 2025Q3: 5,005 shares; 2025Q4: 4,834 shares; 2026Q1: 4,350 shares 4,350 $1.16M 0.27% -484 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: not reported; 2024Q4: not reported; 2025Q1: 5,217 shares; 2025Q2: 5,175 shares; 2025Q3: 5,176 shares; 2025Q4: 5,175 shares; 2026Q1: 5,113 shares 5,113 $1.16M 0.26% -62 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,470 shares; 2025Q2: 9,772 shares; 2025Q3: 10,151 shares; 2025Q4: 10,248 shares; 2026Q1: 8,010 shares 8,010 $1.09M 0.25% -2,238 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,323 shares; 2025Q1: 11,688 shares; 2025Q2: 14,665 shares; 2025Q3: 16,705 shares; 2025Q4: 16,091 shares; 2026Q1: 17,479 shares 17,479 $1.02M 0.23% +1,388 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: 2,175 shares; 2025Q3: 2,063 shares; 2025Q4: 1,945 shares; 2026Q1: 1,786 shares 1,786 $1.01M 0.23% -159 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 11,550 shares; 2025Q3: 11,331 shares; 2025Q4: 11,314 shares; 2026Q1: 10,887 shares 10,887 $1M 0.23% -427 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,189 shares; 2025Q2: 3,238 shares; 2025Q3: 3,209 shares; 2025Q4: 3,205 shares; 2026Q1: 3,362 shares 3,362 $956K 0.22% +157 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: not reported; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 640 shares; 2025Q3: 646 shares; 2025Q4: 681 shares; 2026Q1: 1,050 shares 1,050 $888K 0.2% +369 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 7,075 shares; 2025Q4: 7,075 shares; 2026Q1: 7,075 shares 7,075 $885K 0.2% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 786 shares; 2025Q3: 750 shares; 2025Q4: 771 shares; 2026Q1: 868 shares 868 $851K 0.19% +97 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 4,336 shares; 2025Q3: 5,143 shares; 2025Q4: 5,036 shares; 2026Q1: 5,979 shares 5,979 $844K 0.19% +943 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 5,239 shares; 2025Q3: 5,121 shares; 2025Q4: 5,130 shares; 2026Q1: 5,280 shares 5,280 $843K 0.19% +150 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,031 shares; 2025Q2: 1,627 shares; 2025Q3: 1,809 shares; 2025Q4: 2,124 shares; 2026Q1: 2,648 shares 2,648 $842K 0.19% +524 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,694 shares; 2025Q2: 6,428 shares; 2025Q3: 6,352 shares; 2025Q4: 6,255 shares; 2026Q1: 6,415 shares 6,415 $840K 0.19% +160 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 2,442 shares; 2025Q4: 2,417 shares; 2026Q1: 2,417 shares 2,417 $834K 0.19% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 3,696 shares; 2025Q3: 3,802 shares; 2025Q4: 3,859 shares; 2026Q1: 3,874 shares 3,874 $833K 0.19% +15 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 4,498 shares; 2025Q3: 4,104 shares; 2025Q4: 3,832 shares; 2026Q1: 4,052 shares 4,052 $787K 0.18% +220 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 637 shares; 2025Q2: 8,038 shares; 2025Q3: 8,038 shares; 2025Q4: 7,984 shares; 2026Q1: 7,984 shares 7,984 $775K 0.18% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 736 shares; 2025Q3: 698 shares; 2025Q4: 683 shares; 2026Q1: 707 shares 707 $771K 0.18% +24 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: not reported; 2024Q4: not reported; 2025Q1: 3,538 shares; 2025Q2: 3,688 shares; 2025Q3: 3,689 shares; 2025Q4: 4,064 shares; 2026Q1: 3,950 shares 3,950 $751K 0.17% -114 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,101 shares; 2025Q2: 8,655 shares; 2025Q3: 9,592 shares; 2025Q4: 9,245 shares; 2026Q1: 10,887 shares 10,887 $741K 0.17% +1,642 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,044 shares; 2025Q2: 1,622 shares; 2025Q3: 2,336 shares; 2025Q4: 2,732 shares; 2026Q1: 2,709 shares 2,709 $733K 0.17% -23 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: not reported; 2024Q4: not reported; 2025Q1: 2,884 shares; 2025Q2: 2,861 shares; 2025Q3: 2,916 shares; 2025Q4: 2,928 shares; 2026Q1: 3,086 shares 3,086 $729K 0.17% +158 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,030 shares; 2025Q2: 3,853 shares; 2025Q3: 3,799 shares; 2025Q4: 3,799 shares; 2026Q1: 3,799 shares 3,799 $729K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,036 shares; 2025Q2: 6,261 shares; 2025Q3: 6,261 shares; 2025Q4: 6,239 shares; 2026Q1: 7,343 shares 7,343 $709K 0.16% +1,104 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: 11,713 shares; 2024Q4: not reported; 2025Q1: 11,482 shares; 2025Q2: 11,412 shares; 2025Q3: 9,184 shares; 2025Q4: 8,881 shares; 2026Q1: 12,174 shares 12,174 $708K 0.16% +3,293 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,204 shares; 2025Q2: 5,204 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 5,600 shares 5,600 $696K 0.16% +450 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,433 shares; 2025Q2: 784 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 796 shares 796 $695K 0.16% +34 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: not reported; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: 6,182 shares; 2025Q3: 7,590 shares; 2025Q4: 6,661 shares; 2026Q1: 7,617 shares 7,617 $693K 0.16% +956 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 611 shares; 2025Q2: 625 shares; 2025Q3: 648 shares; 2025Q4: 626 shares; 2026Q1: 702 shares 702 $675K 0.15% +76 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: not reported; 2024Q4: 11,633 shares; 2025Q1: 17,293 shares; 2025Q2: 17,397 shares; 2025Q3: 14,520 shares; 2025Q4: 14,713 shares; 2026Q1: 14,687 shares 14,687 $675K 0.15% -26 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: not reported; 2024Q4: not reported; 2025Q1: 2,860 shares; 2025Q2: 2,929 shares; 2025Q3: 2,810 shares; 2025Q4: 2,925 shares; 2026Q1: 2,749 shares 2,749 $666K 0.15% -176 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: not reported; 2024Q4: not reported; 2025Q1: 5,289 shares; 2025Q2: 5,857 shares; 2025Q3: 6,076 shares; 2025Q4: 8,186 shares; 2026Q1: 7,785 shares 7,785 $652K 0.15% -401 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,827 shares; 2025Q2: 1,856 shares; 2025Q3: 1,859 shares; 2025Q4: 1,872 shares; 2026Q1: 1,867 shares 1,867 $644K 0.15% -5 Timeline JEMA 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: 12,758 shares; 2024Q4: 13,807 shares; 2025Q1: 16,087 shares; 2025Q2: 11,200 shares; 2025Q3: 11,746 shares; 2025Q4: 12,571 shares; 2026Q1: 12,385 shares 12,385 $644K 0.15% -186 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,001 shares; 2025Q1: 10,049 shares; 2025Q2: 10,220 shares; 2025Q3: 10,111 shares; 2025Q4: 10,183 shares; 2026Q1: 10,120 shares 10,120 $644K 0.15% -63 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 980 shares; 2025Q3: 1,041 shares; 2025Q4: 1,135 shares; 2026Q1: 1,387 shares 1,387 $616K 0.14% +252 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: not reported; 2024Q4: not reported; 2025Q1: 5,544 shares; 2025Q2: 5,652 shares; 2025Q3: 5,609 shares; 2025Q4: 5,864 shares; 2026Q1: 5,954 shares 5,954 $611K 0.14% +90 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,444 shares; 2025Q2: 7,076 shares; 2025Q3: 7,110 shares; 2025Q4: 6,664 shares; 2026Q1: 6,335 shares 6,335 $611K 0.14% -329 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,135 shares; 2026Q1: 9,089 shares 9,089 $601K 0.14% -46 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 9,385 shares; 2025Q4: 18,719 shares; 2026Q1: 21,458 shares 21,458 $596K 0.14% +2,739 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: 5,910 shares; 2025Q3: 6,003 shares; 2025Q4: 7,251 shares; 2026Q1: 7,370 shares 7,370 $592K 0.14% +119 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: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 2,005 shares; 2025Q3: 1,886 shares; 2025Q4: 1,189 shares; 2026Q1: 2,032 shares 2,032 $590K 0.14% +843 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,691 shares; 2025Q1: 9,921 shares; 2025Q2: 7,944 shares; 2025Q3: 5,708 shares; 2025Q4: 4,185 shares; 2026Q1: 4,745 shares 4,745 $575K 0.13% +560 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,470 shares; 2025Q2: 3,396 shares; 2025Q3: 3,396 shares; 2025Q4: 3,401 shares; 2026Q1: 3,491 shares 3,491 $573K 0.13% +90 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: not reported; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 2,545 shares; 2025Q3: 4,206 shares; 2025Q4: 2,046 shares; 2026Q1: 2,337 shares 2,337 $568K 0.13% +291 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: not reported; 2024Q4: not reported; 2025Q1: 6,367 shares; 2025Q2: 6,349 shares; 2025Q3: 5,805 shares; 2025Q4: 5,820 shares; 2026Q1: 5,800 shares 5,800 $567K 0.13% -20 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,505 shares; 2025Q2: 1,784 shares; 2025Q3: 1,707 shares; 2025Q4: 1,692 shares; 2026Q1: 1,776 shares 1,776 $540K 0.12% +84 Timeline JGLO 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: 26,207 shares; 2024Q4: 31,470 shares; 2025Q1: 36,682 shares; 2025Q2: 8,815 shares; 2025Q3: 7,889 shares; 2025Q4: 8,094 shares; 2026Q1: 8,243 shares 8,243 $538K 0.12% +149 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 474 shares; 2025Q3: 472 shares; 2025Q4: 4,692 shares; 2026Q1: 5,565 shares 5,565 $535K 0.12% +873 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: not reported; 2024Q4: not reported; 2025Q1: 2,270 shares; 2025Q2: 3,187 shares; 2025Q3: 3,907 shares; 2025Q4: 2,967 shares; 2026Q1: 2,863 shares 2,863 $534K 0.12% -104 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 920 shares; 2025Q2: 1,636 shares; 2025Q3: 1,755 shares; 2025Q4: 1,804 shares; 2026Q1: 1,542 shares 1,542 $529K 0.12% -262 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,251 shares; 2025Q2: 9,539 shares; 2025Q3: 9,605 shares; 2025Q4: 9,630 shares; 2026Q1: 9,624 shares 9,624 $520K 0.12% -6 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: 11,032 shares; 2025Q2: 6,857 shares; 2025Q3: 7,154 shares; 2025Q4: 7,406 shares; 2026Q1: 7,428 shares 7,428 $518K 0.12% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 888 shares; 2025Q4: 899 shares; 2026Q1: 943 shares 943 $507K 0.12% +44 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,487 shares; 2025Q3: 1,452 shares; 2025Q4: 1,476 shares; 2026Q1: 1,545 shares 1,545 $505K 0.12% +69 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: 33,460 shares; 2024Q4: 21,448 shares; 2025Q1: 12,642 shares; 2025Q2: 12,687 shares; 2025Q3: 11,273 shares; 2025Q4: 8,927 shares; 2026Q1: 9,906 shares 9,906 $497K 0.11% +979 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: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: 1,043 shares; 2025Q3: 1,042 shares; 2025Q4: 1,098 shares; 2026Q1: 1,044 shares 1,044 $494K 0.11% -54 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: not reported; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: 1,399 shares; 2025Q3: 1,265 shares; 2025Q4: 1,253 shares; 2026Q1: 1,348 shares 1,348 $474K 0.11% +95 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,727 shares; 2024Q4: 17,155 shares; 2025Q1: 15,184 shares; 2025Q2: 5,543 shares; 2025Q3: 4,819 shares; 2025Q4: 5,711 shares; 2026Q1: 4,360 shares 4,360 $460K 0.11% -1,351 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,762 shares; 2025Q2: 1,856 shares; 2025Q3: 1,982 shares; 2025Q4: 2,080 shares; 2026Q1: 2,164 shares 2,164 $452K 0.1% +84 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: not reported; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: 1,919 shares; 2025Q3: 2,010 shares; 2025Q4: 1,993 shares; 2026Q1: 2,156 shares 2,156 $449K 0.1% +163 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,156 shares; 2025Q2: 2,105 shares; 2025Q3: 1,790 shares; 2025Q4: 1,742 shares; 2026Q1: 1,528 shares 1,528 $446K 0.1% -214 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,617 shares; 2025Q2: 3,589 shares; 2025Q3: 3,559 shares; 2025Q4: 3,592 shares; 2026Q1: 3,360 shares 3,360 $440K 0.1% -232 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: not reported; 2024Q4: not reported; 2025Q1: 1,033 shares; 2025Q2: 1,148 shares; 2025Q3: 1,146 shares; 2025Q4: 1,161 shares; 2026Q1: 1,185 shares 1,185 $424K 0.1% +24 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: not reported; 2024Q4: not reported; 2025Q1: 4,660 shares; 2025Q2: 4,121 shares; 2025Q3: 4,334 shares; 2025Q4: 3,024 shares; 2026Q1: 4,668 shares 4,668 $418K 0.1% +1,644 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $411K 0.09% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,592 shares; 2025Q2: 4,926 shares; 2025Q3: 4,776 shares; 2025Q4: 4,105 shares; 2026Q1: 4,447 shares 4,447 $410K 0.09% +342 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,097 shares; 2026Q1: 4,280 shares 4,280 $403K 0.09% +1,183 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 2,339 shares; 2025Q4: 2,600 shares; 2026Q1: 2,732 shares 2,732 $400K 0.09% +132 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,083 shares; 2025Q2: 1,009 shares; 2025Q3: 1,044 shares; 2025Q4: 1,025 shares; 2026Q1: 957 shares 957 $399K 0.09% -68 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,309 shares; 2025Q2: 5,265 shares; 2025Q3: 4,176 shares; 2025Q4: 4,114 shares; 2026Q1: 4,144 shares 4,144 $391K 0.09% +30 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: 7,306 shares; 2025Q3: 7,863 shares; 2025Q4: 7,450 shares; 2026Q1: 8,414 shares 8,414 $390K 0.09% +964 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561 shares; 2025Q4: 1,731 shares; 2026Q1: 1,919 shares 1,919 $390K 0.09% +188 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: not reported; 2024Q4: not reported; 2025Q1: 821 shares; 2025Q2: 633 shares; 2025Q3: 721 shares; 2025Q4: 723 shares; 2026Q1: 789 shares 789 $388K 0.09% +66 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: not reported; 2024Q4: not reported; 2025Q1: 7,906 shares; 2025Q2: 8,265 shares; 2025Q3: 8,291 shares; 2025Q4: 8,260 shares; 2026Q1: 8,279 shares 8,279 $386K 0.09% +19 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 1,004 shares 1,004 $381K 0.09% +10 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,165 shares; 2025Q2: 5,333 shares; 2025Q3: 4,696 shares; 2025Q4: 4,709 shares; 2026Q1: 4,284 shares 4,284 $375K 0.09% -425 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,048 shares; 2025Q2: 896 shares; 2025Q3: 955 shares; 2025Q4: 1,145 shares; 2026Q1: 877 shares 877 $373K 0.09% -268 Timeline ROKU ROKU INC More: the full row for ROKU 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: 2,751 shares; 2025Q4: 3,599 shares; 2026Q1: 3,780 shares 3,780 $358K 0.08% +181 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: not reported; 2024Q4: not reported; 2025Q1: 1,271 shares; 2025Q2: 1,225 shares; 2025Q3: 1,268 shares; 2025Q4: 1,239 shares; 2026Q1: 1,639 shares 1,639 $341K 0.08% +400 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,746 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares 1,810 $328K 0.08% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL 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: 9,725 shares 9,725 $326K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,044 shares; 2025Q2: 1,093 shares; 2025Q3: 1,054 shares; 2025Q4: 1,058 shares; 2026Q1: 1,112 shares 1,112 $324K 0.07% +54 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,773 shares; 2025Q2: 2,591 shares; 2025Q3: 2,334 shares; 2025Q4: 2,313 shares; 2026Q1: 2,414 shares 2,414 $316K 0.07% +101 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 587 shares; 2025Q2: 682 shares; 2025Q3: 673 shares; 2025Q4: 821 shares; 2026Q1: 729 shares 729 $315K 0.07% -92 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V 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: 1,347 shares; 2025Q3: 1,337 shares; 2025Q4: 1,551 shares; 2026Q1: 1,579 shares 1,579 $312K 0.07% +28 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares 646 $310K 0.07% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 596 shares; 2025Q3: 660 shares; 2025Q4: 519 shares; 2026Q1: 618 shares 618 $306K 0.07% +99 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,652 shares; 2025Q3: 1,379 shares; 2025Q4: 1,189 shares; 2026Q1: 1,319 shares 1,319 $303K 0.07% +130 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,051 shares; 2025Q4: 1,064 shares; 2026Q1: 1,071 shares 1,071 $299K 0.07% +7 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: 22,319 shares; 2024Q4: 10,197 shares; 2025Q1: 7,951 shares; 2025Q2: 8,340 shares; 2025Q3: 10,032 shares; 2025Q4: 8,761 shares; 2026Q1: 10,467 shares 10,467 $294K 0.07% +1,706 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 3,203 shares 3,203 $291K 0.07% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,928 shares; 2025Q2: 2,928 shares; 2025Q3: 2,928 shares; 2025Q4: 2,987 shares; 2026Q1: 2,928 shares 2,928 $291K 0.07% -59 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,068 shares 1,068 $289K 0.07% new Timeline WATT ENERGOUS CORP More: the full row for ENERGOUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000 $282K 0.06% new 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: 28,501 shares; 2024Q4: not reported; 2025Q1: 8,886 shares; 2025Q2: 9,499 shares; 2025Q3: 8,854 shares; 2025Q4: 8,670 shares; 2026Q1: 8,665 shares 8,665 $277K 0.06% -5 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,641 shares; 2025Q3: 1,732 shares; 2025Q4: 1,720 shares; 2026Q1: 1,725 shares 1,725 $273K 0.06% +5 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares 471 $272K 0.06% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,116 shares 7,116 $269K 0.06% new Timeline JPEM 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: 100 shares; 2025Q2: 4,147 shares; 2025Q3: 4,235 shares; 2025Q4: 4,147 shares; 2026Q1: 4,147 shares 4,147 $258K 0.06% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,325 shares 2,325 $258K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,806 shares; 2025Q3: 1,744 shares; 2025Q4: 1,819 shares; 2026Q1: 1,770 shares 1,770 $257K 0.06% -49 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 654 shares; 2025Q4: 674 shares; 2026Q1: 700 shares 700 $254K 0.06% +26 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,212 shares; 2025Q2: 3,664 shares; 2025Q3: 3,681 shares; 2025Q4: 3,615 shares; 2026Q1: 2,955 shares 2,955 $252K 0.06% -660 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 879 shares; 2025Q3: not reported; 2025Q4: 1,115 shares; 2026Q1: 1,186 shares 1,186 $249K 0.06% +71 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,896 shares; 2025Q2: 1,789 shares; 2025Q3: 1,047 shares; 2025Q4: 1,346 shares; 2026Q1: 1,246 shares 1,246 $247K 0.06% -100 Timeline WAB WABTEC More: the full row for WABTEC 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: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 984 shares 984 $246K 0.06% -39 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: not reported; 2026Q1: 9,600 shares 9,600 $245K 0.06% new Timeline JVAL 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: 4,961 shares; 2025Q3: 4,975 shares; 2025Q4: 4,960 shares; 2026Q1: 4,960 shares 4,960 $242K 0.06% 0 Timeline JIVE 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: 2,508 shares; 2025Q4: 2,689 shares; 2026Q1: 2,820 shares 2,820 $242K 0.06% +131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,470 shares 5,470 $241K 0.06% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,013 shares; 2025Q3: 958 shares; 2025Q4: 871 shares; 2026Q1: 993 shares 993 $241K 0.06% +122 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 738 shares; 2025Q2: 711 shares; 2025Q3: 793 shares; 2025Q4: 1,378 shares; 2026Q1: 1,116 shares 1,116 $238K 0.05% -262 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: not reported; 2025Q4: not reported; 2026Q1: 891 shares 891 $238K 0.05% new Timeline JPIN 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: 2,055 shares; 2025Q2: 3,340 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 3,325 shares 3,325 $237K 0.05% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,203 shares 3,203 $237K 0.05% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 992 shares 992 $236K 0.05% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 573 shares; 2025Q4: not reported; 2026Q1: 654 shares 654 $234K 0.05% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,186 shares; 2024Q4: not reported; 2025Q1: 8,844 shares; 2025Q2: 7,568 shares; 2025Q3: 8,503 shares; 2025Q4: not reported; 2026Q1: 8,051 shares 8,051 $233K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares 4,310 $233K 0.05% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,301 shares; 2025Q2: 6,250 shares; 2025Q3: 3,873 shares; 2025Q4: 3,523 shares; 2026Q1: 2,283 shares 2,283 $226K 0.05% -1,240 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: not reported; 2024Q4: not reported; 2025Q1: 4,027 shares; 2025Q2: 3,880 shares; 2025Q3: 3,797 shares; 2025Q4: 3,819 shares; 2026Q1: 2,991 shares 2,991 $225K 0.05% -828 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 709 shares; 2025Q4: 697 shares; 2026Q1: 809 shares 809 $225K 0.05% +112 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares 1,635 $216K 0.05% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910 shares 910 $213K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 411 shares; 2025Q3: not reported; 2025Q4: 439 shares; 2026Q1: 462 shares 462 $213K 0.05% +23 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: 1,725 shares 1,725 $212K 0.05% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 92,750 shares; 2026Q1: 92,860 shares 92,860 $210K 0.05% +110 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,371 shares; 2025Q3: 2,404 shares; 2025Q4: not reported; 2026Q1: 2,888 shares 2,888 $208K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 732 shares; 2025Q2: 665 shares; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 708 shares 708 $207K 0.05% +119 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares 225 $201K 0.05% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,016 shares 1,016 $201K 0.05% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 1,435 shares; 2025Q3: 1,436 shares; 2025Q4: 849 shares; 2026Q1: 1,398 shares 1,398 $193K 0.04% +549 Timeline JIG 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: 2,102 shares; 2025Q4: 2,259 shares; 2026Q1: 2,468 shares 2,468 $183K 0.04% +209 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 1,835 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 2,595 shares 2,595 $175K 0.04% +850 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $142K 0.03% 0 Timeline JPEF 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: 845 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares 1,885 $135K 0.03% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,507 shares; 2025Q2: 3,584 shares; 2025Q3: 3,618 shares; 2025Q4: 1,966 shares; 2026Q1: 2,143 shares 2,143 $121K 0.03% +177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares 907 $121K 0.03% new Timeline JFLI 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: 2,108 shares; 2026Q1: 2,218 shares 2,218 $111K 0.03% +110 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 818 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $92K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares 784 $86.9K 0.02% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares 369 $72.4K 0.02% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $58.1K 0.01% 0 Timeline IYG 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: 1,283 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares 580 $48K 0.01% 0 Timeline EVC ENTRAVISION COMMUNICATIONS C More: the full row for ENTRAVISION COMMUNICATIONS C 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: 15,555 shares 15,555 $46.2K 0.01% new Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares; 2025Q4: 466 shares; 2026Q1: 466 shares 466 $32.6K 0.01% 0 Timeline JEPQ 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: 133 shares; 2025Q2: 333 shares; 2025Q3: 398 shares; 2025Q4: 376 shares; 2026Q1: 374 shares 374 $20.8K <0.01% -2 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136 shares 136 $11.8K <0.01% new Timeline JADE 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: 85 shares; 2026Q1: 108 shares 108 $7.16K <0.01% +23 Timeline JDIV 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: 112 shares; 2025Q4: 115 shares; 2026Q1: 132 shares 132 $6.96K <0.01% +17 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares 55 $5.91K <0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $2.45K <0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $1.57K <0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $500 <0.01% 0 Timeline