DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345,657 shares; 2024Q4: 1,408,614 shares; 2025Q1: 1,427,217 shares; 2025Q2: 1,381,445 shares; 2025Q3: 1,383,274 shares; 2025Q4: 1,419,594 shares; 2026Q1: 1,433,258 shares 1,433,258 $83M 11.17% +13,664 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: 208,467 shares; 2024Q4: 215,595 shares; 2025Q1: 217,815 shares; 2025Q2: 221,109 shares; 2025Q3: 221,863 shares; 2025Q4: 222,500 shares; 2026Q1: 220,983 shares 220,983 $70.9M 9.54% -1,517 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,984 shares; 2024Q4: 286,519 shares; 2025Q1: 303,160 shares; 2025Q2: 344,830 shares; 2025Q3: 469,165 shares; 2025Q4: 545,598 shares; 2026Q1: 602,288 shares 602,288 $62.3M 8.39% +56,690 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: 217,057 shares; 2024Q4: 222,350 shares; 2025Q1: 217,207 shares; 2025Q2: 205,765 shares; 2025Q3: 212,793 shares; 2025Q4: 215,550 shares; 2026Q1: 212,551 shares 212,551 $46.2M 6.22% -2,999 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,858 shares; 2024Q4: 454,253 shares; 2025Q1: 461,065 shares; 2025Q2: 456,554 shares; 2025Q3: 455,731 shares; 2025Q4: 457,943 shares; 2026Q1: 446,325 shares 446,325 $34.4M 4.63% -11,618 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: 392,793 shares; 2024Q4: 392,059 shares; 2025Q1: 427,479 shares; 2025Q2: 473,350 shares; 2025Q3: 554,982 shares; 2025Q4: 540,549 shares; 2026Q1: 528,331 shares 528,331 $33.9M 4.56% -12,218 Timeline JMTG 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: 923,948 shares; 2025Q3: 665,696 shares; 2025Q4: 547,480 shares; 2026Q1: 467,791 shares 467,791 $23.9M 3.21% -79,689 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: 84,941 shares; 2024Q4: 84,940 shares; 2025Q1: 84,968 shares; 2025Q2: 84,897 shares; 2025Q3: 84,919 shares; 2025Q4: 85,011 shares; 2026Q1: 84,947 shares 84,947 $20.6M 2.77% -64 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: 91,443 shares; 2024Q4: 91,628 shares; 2025Q1: 92,206 shares; 2025Q2: 92,705 shares; 2025Q3: 92,905 shares; 2025Q4: 93,596 shares; 2026Q1: 93,454 shares 93,454 $19.5M 2.62% -142 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: 32,144 shares; 2024Q4: 31,975 shares; 2025Q1: 31,719 shares; 2025Q2: 31,400 shares; 2025Q3: 31,007 shares; 2025Q4: 31,360 shares; 2026Q1: 30,930 shares 30,930 $18.5M 2.49% -430 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,839 shares; 2024Q4: 195,198 shares; 2025Q1: 214,416 shares; 2025Q2: 217,521 shares; 2025Q3: 202,768 shares; 2025Q4: 205,711 shares; 2026Q1: 211,923 shares 211,923 $15.6M 2.1% +6,212 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: 62,490 shares; 2024Q4: 62,953 shares; 2025Q1: 63,684 shares; 2025Q2: 58,577 shares; 2025Q3: 58,261 shares; 2025Q4: 57,143 shares; 2026Q1: 54,765 shares 54,765 $13.9M 1.87% -2,378 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435,540 shares; 2025Q1: 435,540 shares; 2025Q2: 435,540 shares; 2025Q3: 435,540 shares; 2025Q4: 435,540 shares; 2026Q1: 565,265 shares 565,265 $13.8M 1.86% +129,725 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,132 shares; 2024Q4: 232,397 shares; 2025Q1: 250,831 shares; 2025Q2: 271,668 shares; 2025Q3: 333,908 shares; 2025Q4: 353,710 shares; 2026Q1: 374,134 shares 374,134 $12.6M 1.7% +20,424 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: 13,624 shares; 2024Q4: 13,627 shares; 2025Q1: 13,649 shares; 2025Q2: 13,693 shares; 2025Q3: 13,964 shares; 2025Q4: 14,236 shares; 2026Q1: 14,463 shares 14,463 $9.45M 1.27% +227 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: 128,063 shares; 2024Q4: 135,889 shares; 2025Q1: 137,543 shares; 2025Q2: 141,736 shares; 2025Q3: 150,635 shares; 2025Q4: 157,677 shares; 2026Q1: 158,465 shares 158,465 $8.57M 1.15% +788 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: 33,158 shares; 2024Q4: 33,130 shares; 2025Q1: 33,027 shares; 2025Q2: 58,072 shares; 2025Q3: 57,863 shares; 2025Q4: 57,848 shares; 2026Q1: 43,040 shares 43,040 $8.44M 1.14% -14,808 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: 21,393 shares; 2024Q4: 21,646 shares; 2025Q1: 21,648 shares; 2025Q2: 21,466 shares; 2025Q3: 21,349 shares; 2025Q4: 21,304 shares; 2026Q1: 21,504 shares 21,504 $7.96M 1.07% +200 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: 29,060 shares; 2024Q4: 29,061 shares; 2025Q1: 29,573 shares; 2025Q2: 29,541 shares; 2025Q3: 30,046 shares; 2025Q4: 28,763 shares; 2026Q1: 27,331 shares 27,331 $7.84M 1.06% -1,432 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,201 shares; 2024Q4: 309,545 shares; 2025Q1: 309,119 shares; 2025Q2: 307,296 shares; 2025Q3: 312,329 shares; 2025Q4: 312,125 shares; 2026Q1: 300,682 shares 300,682 $7.3M 0.98% -11,443 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: 21,349 shares; 2024Q4: 21,363 shares; 2025Q1: 21,505 shares; 2025Q2: 21,414 shares; 2025Q3: 21,340 shares; 2025Q4: 21,094 shares; 2026Q1: 21,534 shares 21,534 $6.33M 0.85% +440 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: 33,929 shares; 2024Q4: 36,289 shares; 2025Q1: 35,897 shares; 2025Q2: 38,682 shares; 2025Q3: 39,126 shares; 2025Q4: 38,446 shares; 2026Q1: 34,896 shares 34,896 $6.09M 0.82% -3,550 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,885 shares; 2024Q4: 170,885 shares; 2025Q1: 170,885 shares; 2025Q2: 170,885 shares; 2025Q3: 170,885 shares; 2025Q4: 170,885 shares; 2026Q1: 170,885 shares 170,885 $6.06M 0.82% 0 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: 28,082 shares; 2024Q4: 27,611 shares; 2025Q1: 24,497 shares; 2025Q2: 23,291 shares; 2025Q3: 22,811 shares; 2025Q4: 22,722 shares; 2026Q1: 21,871 shares 21,871 $5.73M 0.77% -851 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: 6,448 shares; 2024Q4: 6,449 shares; 2025Q1: 6,396 shares; 2025Q2: 6,304 shares; 2025Q3: 7,134 shares; 2025Q4: 7,105 shares; 2026Q1: 7,112 shares 7,112 $4.63M 0.62% +7 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: 23,865 shares; 2024Q4: 31,320 shares; 2025Q1: 31,260 shares; 2025Q2: 31,109 shares; 2025Q3: 32,052 shares; 2025Q4: 37,937 shares; 2026Q1: 49,690 shares 49,690 $3.73M 0.5% +11,753 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: 16,456 shares; 2024Q4: 17,116 shares; 2025Q1: 17,894 shares; 2025Q2: 20,452 shares; 2025Q3: 20,540 shares; 2025Q4: 28,325 shares; 2026Q1: 29,581 shares 29,581 $3.68M 0.49% +1,256 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,257 shares 85,257 $3.28M 0.44% new 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: 40,067 shares; 2024Q4: 40,207 shares; 2025Q1: 40,195 shares; 2025Q2: 40,171 shares; 2025Q3: 40,171 shares; 2025Q4: 40,047 shares; 2026Q1: 40,037 shares 40,037 $3.21M 0.43% -10 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: 58,505 shares; 2024Q4: 59,606 shares; 2025Q1: 59,635 shares; 2025Q2: 58,850 shares; 2025Q3: 58,156 shares; 2025Q4: 58,111 shares; 2026Q1: 56,055 shares 56,055 $3.18M 0.43% -2,056 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: 53,658 shares; 2024Q4: 52,570 shares; 2025Q1: 54,654 shares; 2025Q2: 53,151 shares; 2025Q3: 60,474 shares; 2025Q4: 62,557 shares; 2026Q1: 65,018 shares 65,018 $3.17M 0.43% +2,461 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,030 shares; 2025Q1: 52,954 shares; 2025Q2: 52,954 shares; 2025Q3: 52,954 shares; 2025Q4: 52,954 shares; 2026Q1: 52,954 shares 52,954 $3.16M 0.43% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,793 shares; 2024Q4: 17,761 shares; 2025Q1: 17,188 shares; 2025Q2: 16,104 shares; 2025Q3: 16,104 shares; 2025Q4: 16,123 shares; 2026Q1: 15,104 shares 15,104 $3.12M 0.42% -1,019 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,395 shares; 2024Q4: 38,917 shares; 2025Q1: 38,876 shares; 2025Q2: 47,345 shares; 2025Q3: 50,887 shares; 2025Q4: 54,958 shares; 2026Q1: 58,728 shares 58,728 $3.06M 0.41% +3,770 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: 29,557 shares; 2024Q4: 28,236 shares; 2025Q1: 27,610 shares; 2025Q2: 52,954 shares; 2025Q3: 52,957 shares; 2025Q4: 52,961 shares; 2026Q1: 25,418 shares 25,418 $3.01M 0.41% -27,543 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,044 shares; 2025Q1: 6,067 shares; 2025Q2: 6,067 shares; 2025Q3: 6,067 shares; 2025Q4: 6,067 shares; 2026Q1: 99,230 shares 99,230 $2.98M 0.4% +93,163 Timeline SCZ 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: 39,713 shares; 2024Q4: 40,787 shares; 2025Q1: 40,887 shares; 2025Q2: 39,505 shares; 2025Q3: 37,505 shares; 2025Q4: 37,685 shares; 2026Q1: 36,143 shares 36,143 $2.83M 0.38% -1,542 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,536 shares; 2024Q4: 54,988 shares; 2025Q1: 54,067 shares; 2025Q2: 55,530 shares; 2025Q3: 55,290 shares; 2025Q4: 56,095 shares; 2026Q1: 60,352 shares 60,352 $2.82M 0.38% +4,257 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 10,170 shares; 2025Q1: 11,122 shares; 2025Q2: 10,752 shares; 2025Q3: 10,804 shares; 2025Q4: 9,724 shares; 2026Q1: 9,478 shares 9,478 $2.73M 0.37% -246 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: 29,855 shares; 2024Q4: 29,942 shares; 2025Q1: 30,660 shares; 2025Q2: 30,929 shares; 2025Q3: 31,920 shares; 2025Q4: 31,851 shares; 2026Q1: 33,658 shares 33,658 $2.56M 0.34% +1,807 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,143 shares; 2024Q4: 30,223 shares; 2025Q1: 34,284 shares; 2025Q2: 46,825 shares; 2025Q3: 46,825 shares; 2025Q4: 45,148 shares; 2026Q1: 29,970 shares 29,970 $2.54M 0.34% -15,178 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 9,544 shares; 2025Q1: 10,030 shares; 2025Q2: 10,482 shares; 2025Q3: 10,459 shares; 2025Q4: 11,146 shares; 2026Q1: 10,016 shares 10,016 $2.45M 0.33% -1,130 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: 4,395 shares; 2024Q4: 4,402 shares; 2025Q1: 5,246 shares; 2025Q2: 5,103 shares; 2025Q3: 5,430 shares; 2025Q4: 4,853 shares; 2026Q1: 4,856 shares 4,856 $2.33M 0.31% +3 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: 2,366 shares; 2024Q4: 2,409 shares; 2025Q1: 2,488 shares; 2025Q2: 2,431 shares; 2025Q3: 2,479 shares; 2025Q4: 2,595 shares; 2026Q1: 2,469 shares 2,469 $2.27M 0.31% -126 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: 21,646 shares; 2024Q4: 19,016 shares; 2025Q1: 17,250 shares; 2025Q2: 17,359 shares; 2025Q3: 16,969 shares; 2025Q4: 13,452 shares; 2026Q1: 13,205 shares 13,205 $2.24M 0.3% -247 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,268 shares; 2025Q1: 6,835 shares; 2025Q2: 19,022 shares; 2025Q3: 19,101 shares; 2025Q4: 20,134 shares; 2026Q1: 20,263 shares 20,263 $2.24M 0.3% +129 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: 2,139 shares; 2024Q4: 2,212 shares; 2025Q1: 2,237 shares; 2025Q2: 2,270 shares; 2025Q3: 2,231 shares; 2025Q4: 2,176 shares; 2026Q1: 2,245 shares 2,245 $2.24M 0.3% +69 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: 5,853 shares; 2024Q4: 5,720 shares; 2025Q1: 6,003 shares; 2025Q2: 5,958 shares; 2025Q3: 6,654 shares; 2025Q4: 14,940 shares; 2026Q1: 14,365 shares 14,365 $2.23M 0.3% -575 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: 4,044 shares; 2024Q4: 4,018 shares; 2025Q1: 3,865 shares; 2025Q2: 3,805 shares; 2025Q3: 3,846 shares; 2025Q4: 3,772 shares; 2026Q1: 3,750 shares 3,750 $2.15M 0.29% -22 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,194 shares; 2024Q4: 19,199 shares; 2025Q1: 19,320 shares; 2025Q2: 24,810 shares; 2025Q3: 41,299 shares; 2025Q4: 51,311 shares; 2026Q1: 62,018 shares 62,018 $2.14M 0.29% +10,707 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,225 shares; 2024Q4: 19,249 shares; 2025Q1: 19,114 shares; 2025Q2: 19,116 shares; 2025Q3: 19,117 shares; 2025Q4: 19,120 shares; 2026Q1: 19,120 shares 19,120 $2.11M 0.28% 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: 2,869 shares; 2024Q4: 2,897 shares; 2025Q1: 3,343 shares; 2025Q2: 3,194 shares; 2025Q3: 3,214 shares; 2025Q4: 3,247 shares; 2026Q1: 2,960 shares 2,960 $2.1M 0.28% -287 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,528 shares; 2024Q4: 51,528 shares; 2025Q1: 51,528 shares; 2025Q2: 51,528 shares; 2025Q3: 51,528 shares; 2025Q4: 51,528 shares; 2026Q1: 51,528 shares 51,528 $2.09M 0.28% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,326 shares; 2025Q2: 7,938 shares; 2025Q3: 7,938 shares; 2025Q4: 7,938 shares; 2026Q1: 7,938 shares 7,938 $1.96M 0.26% 0 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: 21,293 shares; 2024Q4: 23,689 shares; 2025Q1: 23,689 shares; 2025Q2: 20,089 shares; 2025Q3: 19,781 shares; 2025Q4: 19,447 shares; 2026Q1: 19,244 shares 19,244 $1.87M 0.25% -203 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: 9,794 shares; 2024Q4: 9,898 shares; 2025Q1: 9,909 shares; 2025Q2: 11,304 shares; 2025Q3: 12,674 shares; 2025Q4: 12,714 shares; 2026Q1: 12,783 shares 12,783 $1.77M 0.24% +69 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: 8,735 shares; 2024Q4: 8,056 shares; 2025Q1: 8,030 shares; 2025Q2: 8,030 shares; 2025Q3: 7,212 shares; 2025Q4: 6,988 shares; 2026Q1: 6,894 shares 6,894 $1.71M 0.23% -94 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,982 shares; 2024Q4: 67,398 shares; 2025Q1: 63,209 shares; 2025Q2: 63,314 shares; 2025Q3: 63,490 shares; 2025Q4: 62,896 shares; 2026Q1: 68,596 shares 68,596 $1.7M 0.23% +5,700 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,005 shares; 2024Q4: 66,199 shares; 2025Q1: 63,362 shares; 2025Q2: 63,199 shares; 2025Q3: 66,319 shares; 2025Q4: 66,166 shares; 2026Q1: 64,991 shares 64,991 $1.67M 0.22% -1,175 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,826 shares; 2024Q4: 31,123 shares; 2025Q1: 31,123 shares; 2025Q2: 31,123 shares; 2025Q3: 31,123 shares; 2025Q4: 30,458 shares; 2026Q1: 30,375 shares 30,375 $1.66M 0.22% -83 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: 9,485 shares; 2024Q4: 9,863 shares; 2025Q1: 9,783 shares; 2025Q2: 9,986 shares; 2025Q3: 10,223 shares; 2025Q4: 11,068 shares; 2026Q1: 10,980 shares 10,980 $1.62M 0.22% -88 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: 11,978 shares; 2024Q4: 12,025 shares; 2025Q1: 14,335 shares; 2025Q2: 13,837 shares; 2025Q3: 13,255 shares; 2025Q4: 14,117 shares; 2026Q1: 13,266 shares 13,266 $1.6M 0.21% -851 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,370 shares; 2024Q4: 31,673 shares; 2025Q1: 39,945 shares; 2025Q2: 87,406 shares; 2025Q3: 86,429 shares; 2025Q4: 85,295 shares; 2026Q1: 63,216 shares 63,216 $1.59M 0.21% -22,079 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,902 shares; 2025Q1: 2,928 shares; 2025Q2: 2,835 shares; 2025Q3: 2,832 shares; 2025Q4: 2,826 shares; 2026Q1: 2,786 shares 2,786 $1.57M 0.21% -40 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT 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: 195,386 shares; 2025Q3: 195,386 shares; 2025Q4: 195,385 shares; 2026Q1: 72,658 shares 72,658 $1.56M 0.21% -122,727 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,232 shares; 2024Q4: 20,232 shares; 2025Q1: 20,147 shares; 2025Q2: 20,086 shares; 2025Q3: 19,993 shares; 2025Q4: 19,993 shares; 2026Q1: 19,978 shares 19,978 $1.46M 0.2% -15 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,253 shares; 2024Q4: 33,467 shares; 2025Q1: 32,819 shares; 2025Q2: 32,781 shares; 2025Q3: 32,236 shares; 2025Q4: 31,816 shares; 2026Q1: 30,901 shares 30,901 $1.41M 0.19% -915 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,629 shares; 2025Q1: 3,588 shares; 2025Q2: 3,272 shares; 2025Q3: 3,693 shares; 2025Q4: 3,682 shares; 2026Q1: 4,389 shares 4,389 $1.36M 0.18% +707 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,690 shares; 2025Q1: 3,854 shares; 2025Q2: 3,858 shares; 2025Q3: 3,813 shares; 2025Q4: 3,896 shares; 2026Q1: 3,730 shares 3,730 $1.31M 0.18% -166 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: 18,016 shares; 2024Q4: 18,019 shares; 2025Q1: 17,122 shares; 2025Q2: 18,092 shares; 2025Q3: 19,156 shares; 2025Q4: 18,779 shares; 2026Q1: 18,496 shares 18,496 $1.29M 0.17% -283 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,882 shares; 2025Q1: 3,882 shares; 2025Q2: 3,882 shares; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares; 2026Q1: 3,387 shares 3,387 $1.26M 0.17% -495 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,219 shares; 2024Q4: 23,621 shares; 2025Q1: 23,738 shares; 2025Q2: 23,738 shares; 2025Q3: 23,738 shares; 2025Q4: 23,738 shares; 2026Q1: 23,738 shares 23,738 $1.25M 0.17% 0 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: 2,844 shares; 2024Q4: 2,830 shares; 2025Q1: 2,827 shares; 2025Q2: 2,867 shares; 2025Q3: 2,894 shares; 2025Q4: 2,978 shares; 2026Q1: 2,876 shares 2,876 $1.24M 0.17% -102 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: 3,324 shares; 2024Q4: 3,452 shares; 2025Q1: 3,329 shares; 2025Q2: 3,443 shares; 2025Q3: 3,553 shares; 2025Q4: 3,697 shares; 2026Q1: 3,753 shares 3,753 $1.23M 0.17% +56 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: 7,605 shares; 2024Q4: 7,967 shares; 2025Q1: 9,381 shares; 2025Q2: 9,719 shares; 2025Q3: 9,546 shares; 2025Q4: 9,384 shares; 2026Q1: 9,356 shares 9,356 $1.23M 0.16% -28 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,263 shares; 2024Q4: 13,273 shares; 2025Q1: 13,312 shares; 2025Q2: 13,148 shares; 2025Q3: 13,154 shares; 2025Q4: 13,384 shares; 2026Q1: 13,316 shares 13,316 $1.16M 0.16% -68 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: 2,849 shares; 2024Q4: 2,867 shares; 2025Q1: 2,889 shares; 2025Q2: 2,700 shares; 2025Q3: 2,609 shares; 2025Q4: 3,278 shares; 2026Q1: 3,421 shares 3,421 $1.16M 0.16% +143 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: 3,568 shares; 2024Q4: 3,610 shares; 2025Q1: 3,650 shares; 2025Q2: 3,669 shares; 2025Q3: 3,599 shares; 2025Q4: 3,594 shares; 2026Q1: 3,661 shares 3,661 $1.14M 0.15% +67 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: not reported; 2025Q1: 2,969 shares; 2025Q2: 10,407 shares; 2025Q3: 10,462 shares; 2025Q4: 10,739 shares; 2026Q1: 11,130 shares 11,130 $1.11M 0.15% +391 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 3,884 shares; 2025Q1: 3,777 shares; 2025Q2: 3,791 shares; 2025Q3: 3,791 shares; 2025Q4: 3,712 shares; 2026Q1: 3,681 shares 3,681 $1.1M 0.15% -31 Timeline SUSA 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: 6,658 shares; 2024Q4: 8,781 shares; 2025Q1: 8,783 shares; 2025Q2: 8,627 shares; 2025Q3: 8,239 shares; 2025Q4: 8,240 shares; 2026Q1: 8,241 shares 8,241 $1.09M 0.15% +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: 14,179 shares; 2024Q4: 14,139 shares; 2025Q1: 13,982 shares; 2025Q2: 14,360 shares; 2025Q3: 14,327 shares; 2025Q4: 11,449 shares; 2026Q1: 11,642 shares 11,642 $1.08M 0.15% +193 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: 5,937 shares; 2024Q4: 5,970 shares; 2025Q1: 5,403 shares; 2025Q2: 5,710 shares; 2025Q3: 5,725 shares; 2025Q4: 5,846 shares; 2026Q1: 5,647 shares 5,647 $1.07M 0.14% -199 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,324 shares 2,324 $1000K 0.13% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,496 shares; 2024Q4: 10,496 shares; 2025Q1: 10,457 shares; 2025Q2: 10,328 shares; 2025Q3: 10,322 shares; 2025Q4: 10,710 shares; 2026Q1: 10,576 shares 10,576 $987K 0.13% -134 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,434 shares; 2024Q4: 7,434 shares; 2025Q1: 7,368 shares; 2025Q2: 7,367 shares; 2025Q3: 7,311 shares; 2025Q4: 7,311 shares; 2026Q1: 7,311 shares 7,311 $981K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,262 shares; 2025Q4: not reported; 2026Q1: 14,141 shares 14,141 $964K 0.13% new Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,616 shares; 2024Q4: 45,271 shares; 2025Q1: 41,067 shares; 2025Q2: 39,823 shares; 2025Q3: 36,840 shares; 2025Q4: 35,762 shares; 2026Q1: 32,900 shares 32,900 $962K 0.13% -2,862 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: 2,620 shares; 2024Q4: 2,785 shares; 2025Q1: 2,668 shares; 2025Q2: 3,124 shares; 2025Q3: 3,073 shares; 2025Q4: 3,075 shares; 2026Q1: 3,040 shares 3,040 $925K 0.12% -35 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,597 shares; 2025Q1: 23,212 shares; 2025Q2: 23,083 shares; 2025Q3: 23,083 shares; 2025Q4: 23,066 shares; 2026Q1: 23,066 shares 23,066 $919K 0.12% 0 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: 4,326 shares; 2024Q4: 4,326 shares; 2025Q1: 4,337 shares; 2025Q2: 4,330 shares; 2025Q3: 4,330 shares; 2025Q4: 4,348 shares; 2026Q1: 4,344 shares 4,344 $918K 0.12% -4 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 11,995 shares; 2025Q1: 13,745 shares; 2025Q2: 13,875 shares; 2025Q3: 15,662 shares; 2025Q4: 18,921 shares; 2026Q1: 26,665 shares 26,665 $903K 0.12% +7,744 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: 10,492 shares; 2024Q4: 10,496 shares; 2025Q1: 11,485 shares; 2025Q2: 11,110 shares; 2025Q3: 11,518 shares; 2025Q4: 11,081 shares; 2026Q1: 11,580 shares 11,580 $899K 0.12% +499 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,489 shares; 2025Q1: 2,496 shares; 2025Q2: 2,498 shares; 2025Q3: 2,438 shares; 2025Q4: 2,445 shares; 2026Q1: 2,458 shares 2,458 $870K 0.12% +13 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: 3,271 shares; 2024Q4: 3,279 shares; 2025Q1: 3,402 shares; 2025Q2: 3,472 shares; 2025Q3: 3,465 shares; 2025Q4: 3,590 shares; 2026Q1: 3,526 shares 3,526 $855K 0.12% -64 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: 12,301 shares; 2024Q4: 12,301 shares; 2025Q1: 12,241 shares; 2025Q2: 12,108 shares; 2025Q3: 12,029 shares; 2025Q4: 12,100 shares; 2026Q1: 12,079 shares 12,079 $854K 0.11% -21 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,090 shares; 2025Q1: 3,092 shares; 2025Q2: 3,053 shares; 2025Q3: 3,095 shares; 2025Q4: 3,082 shares; 2026Q1: 3,075 shares 3,075 $841K 0.11% -7 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: 5,437 shares; 2024Q4: 5,692 shares; 2025Q1: 5,759 shares; 2025Q2: 6,132 shares; 2025Q3: 6,304 shares; 2025Q4: 5,953 shares; 2026Q1: 5,802 shares 5,802 $838K 0.11% -151 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: 5,645 shares; 2024Q4: 5,072 shares; 2025Q1: 3,729 shares; 2025Q2: 3,611 shares; 2025Q3: 3,602 shares; 2025Q4: 4,101 shares; 2026Q1: 3,896 shares 3,896 $806K 0.11% -205 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: 1,720 shares; 2024Q4: 1,633 shares; 2025Q1: 1,629 shares; 2025Q2: 1,626 shares; 2025Q3: 1,894 shares; 2025Q4: 5,113 shares; 2026Q1: 5,090 shares 5,090 $791K 0.11% -23 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: 7,387 shares; 2024Q4: 7,385 shares; 2025Q1: 7,819 shares; 2025Q2: 7,435 shares; 2025Q3: 7,396 shares; 2025Q4: 8,425 shares; 2026Q1: 8,139 shares 8,139 $784K 0.11% -286 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,691 shares; 2025Q1: 10,723 shares; 2025Q2: 14,647 shares; 2025Q3: 15,365 shares; 2025Q4: 18,190 shares; 2026Q1: 29,298 shares 29,298 $779K 0.1% +11,108 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: 6,048 shares; 2024Q4: 6,048 shares; 2025Q1: 6,048 shares; 2025Q2: 6,048 shares; 2025Q3: 6,108 shares; 2025Q4: 6,109 shares; 2026Q1: 6,711 shares 6,711 $753K 0.1% +602 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: 3,177 shares; 2024Q4: 3,170 shares; 2025Q1: 3,195 shares; 2025Q2: 3,126 shares; 2025Q3: 3,126 shares; 2025Q4: 3,294 shares; 2026Q1: 3,183 shares 3,183 $752K 0.1% -111 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,202 shares; 2024Q4: 11,273 shares; 2025Q1: 10,536 shares; 2025Q2: 9,653 shares; 2025Q3: 9,652 shares; 2025Q4: 10,332 shares; 2026Q1: 9,981 shares 9,981 $744K 0.1% -351 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,556 shares; 2024Q4: 27,165 shares; 2025Q1: 26,780 shares; 2025Q2: 30,586 shares; 2025Q3: 30,142 shares; 2025Q4: 31,005 shares; 2026Q1: 31,015 shares 31,015 $738K 0.1% +10 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: 1,723 shares; 2024Q4: 1,728 shares; 2025Q1: 1,987 shares; 2025Q2: 1,753 shares; 2025Q3: 1,825 shares; 2025Q4: 2,050 shares; 2026Q1: 1,965 shares 1,965 $730K 0.1% -85 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: 1,715 shares; 2024Q4: 1,554 shares; 2025Q1: 1,527 shares; 2025Q2: 1,677 shares; 2025Q3: 1,505 shares; 2025Q4: 1,548 shares; 2026Q1: 1,316 shares 1,316 $723K 0.1% -232 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: 3,273 shares; 2024Q4: 3,214 shares; 2025Q1: 3,636 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares; 2025Q4: 2,948 shares; 2026Q1: 2,934 shares 2,934 $716K 0.1% -14 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: 22,948 shares; 2024Q4: 22,645 shares; 2025Q1: 22,679 shares; 2025Q2: 22,797 shares; 2025Q3: 22,382 shares; 2025Q4: 27,214 shares; 2026Q1: 25,480 shares 25,480 $715K 0.1% -1,734 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,508 shares; 2025Q2: 3,521 shares; 2025Q3: 3,521 shares; 2025Q4: 3,522 shares; 2026Q1: 3,476 shares 3,476 $711K 0.1% -46 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares 21,000 $702K 0.09% 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: 1,266 shares; 2024Q4: 1,408 shares; 2025Q1: 1,723 shares; 2025Q2: 2,032 shares; 2025Q3: 2,028 shares; 2025Q4: 2,058 shares; 2026Q1: 2,152 shares 2,152 $701K 0.09% +94 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: 1,753 shares; 2024Q4: 1,609 shares; 2025Q1: 2,115 shares; 2025Q2: 2,407 shares; 2025Q3: 2,395 shares; 2025Q4: 2,450 shares; 2026Q1: 2,366 shares 2,366 $671K 0.09% -84 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: 26,266 shares; 2024Q4: 25,975 shares; 2025Q1: 27,310 shares; 2025Q2: 26,985 shares; 2025Q3: 26,703 shares; 2025Q4: 24,664 shares; 2026Q1: 22,966 shares 22,966 $666K 0.09% -1,698 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,973 shares; 2024Q4: 14,032 shares; 2025Q1: 14,042 shares; 2025Q2: 14,367 shares; 2025Q3: 16,284 shares; 2025Q4: 16,348 shares; 2026Q1: 16,352 shares 16,352 $645K 0.09% +4 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: 3,041 shares; 2024Q4: 3,001 shares; 2025Q1: 3,021 shares; 2025Q2: 3,147 shares; 2025Q3: 3,017 shares; 2025Q4: 2,885 shares; 2026Q1: 2,849 shares 2,849 $644K 0.09% -36 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: 20,501 shares; 2024Q4: 18,609 shares; 2025Q1: 18,504 shares; 2025Q2: 18,117 shares; 2025Q3: 11,960 shares; 2025Q4: 15,204 shares; 2026Q1: 14,428 shares 14,428 $637K 0.09% -776 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 2,792 shares; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 4,145 shares; 2025Q4: 3,448 shares; 2026Q1: 3,356 shares 3,356 $601K 0.08% -92 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 7,261 shares; 2025Q1: 7,261 shares; 2025Q2: 7,193 shares; 2025Q3: 7,193 shares; 2025Q4: 7,442 shares; 2026Q1: 7,442 shares 7,442 $600K 0.08% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,805 shares; 2024Q4: 23,375 shares; 2025Q1: 20,598 shares; 2025Q2: 19,846 shares; 2025Q3: 19,741 shares; 2025Q4: 17,480 shares; 2026Q1: 18,054 shares 18,054 $595K 0.08% +574 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: 1,145 shares; 2024Q4: 1,153 shares; 2025Q1: 1,087 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 839 shares; 2026Q1: 1,008 shares 1,008 $582K 0.08% +169 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,274 shares; 2025Q4: 12,818 shares; 2026Q1: 12,818 shares 12,818 $577K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 5,074 shares; 2025Q1: 5,787 shares; 2025Q2: 6,357 shares; 2025Q3: 6,251 shares; 2025Q4: 7,785 shares; 2026Q1: 7,135 shares 7,135 $568K 0.08% -650 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 672 shares; 2025Q3: 681 shares; 2025Q4: 654 shares; 2026Q1: 646 shares 646 $564K 0.08% -8 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $557K 0.08% 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: 1,868 shares; 2024Q4: 1,864 shares; 2025Q1: 1,856 shares; 2025Q2: 1,864 shares; 2025Q3: 1,846 shares; 2025Q4: 2,057 shares; 2026Q1: 2,055 shares 2,055 $548K 0.07% -2 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: 1,508 shares; 2024Q4: 1,630 shares; 2025Q1: 2,019 shares; 2025Q2: 1,998 shares; 2025Q3: 1,977 shares; 2025Q4: 1,999 shares; 2026Q1: 1,798 shares 1,798 $543K 0.07% -201 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: 1,945 shares; 2024Q4: 1,949 shares; 2025Q1: 1,922 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,917 shares; 2026Q1: 1,892 shares 1,892 $543K 0.07% -25 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY 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: 17,368 shares 17,368 $542K 0.07% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,449 shares; 2025Q1: 2,333 shares; 2025Q2: 1,850 shares; 2025Q3: 1,981 shares; 2025Q4: 2,199 shares; 2026Q1: 1,971 shares 1,971 $533K 0.07% -228 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 22,884 shares; 2025Q1: not reported; 2025Q2: 47,394 shares; 2025Q3: 37,739 shares; 2025Q4: 40,000 shares; 2026Q1: 39,261 shares 39,261 $530K 0.07% -739 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: 1,107 shares; 2024Q4: 1,111 shares; 2025Q1: 1,190 shares; 2025Q2: 1,395 shares; 2025Q3: 1,406 shares; 2025Q4: 1,547 shares; 2026Q1: 1,475 shares 1,475 $528K 0.07% -72 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,760 shares; 2025Q1: 6,760 shares; 2025Q2: 6,072 shares; 2025Q3: 7,160 shares; 2025Q4: 7,160 shares; 2026Q1: 7,160 shares 7,160 $527K 0.07% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,418 shares; 2025Q1: 2,429 shares; 2025Q2: 2,421 shares; 2025Q3: 2,421 shares; 2025Q4: 2,626 shares; 2026Q1: 2,541 shares 2,541 $527K 0.07% -85 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: 559 shares; 2024Q4: 565 shares; 2025Q1: 597 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 5,778 shares; 2026Q1: 5,456 shares 5,456 $525K 0.07% -322 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,630 shares; 2025Q1: 2,084 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares; 2025Q4: 2,022 shares; 2026Q1: 1,967 shares 1,967 $522K 0.07% -55 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: 2,212 shares; 2024Q4: 2,156 shares; 2025Q1: 2,520 shares; 2025Q2: 2,367 shares; 2025Q3: 2,297 shares; 2025Q4: 2,485 shares; 2026Q1: 2,373 shares 2,373 $516K 0.07% -112 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: 2,262 shares; 2024Q4: 2,053 shares; 2025Q1: 2,123 shares; 2025Q2: 2,084 shares; 2025Q3: 2,090 shares; 2025Q4: 2,602 shares; 2026Q1: 2,509 shares 2,509 $510K 0.07% -93 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,131 shares; 2025Q1: 1,140 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,162 shares; 2026Q1: 1,155 shares 1,155 $504K 0.07% -7 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: 1,044 shares; 2024Q4: 1,022 shares; 2025Q1: 1,160 shares; 2025Q2: 1,024 shares; 2025Q3: 1,093 shares; 2025Q4: 1,092 shares; 2026Q1: 1,050 shares 1,050 $497K 0.07% -42 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: 1,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 1,389 shares; 2025Q4: 1,760 shares; 2026Q1: 1,442 shares 1,442 $493K 0.07% -318 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: 1,351 shares; 2024Q4: 1,296 shares; 2025Q1: 1,302 shares; 2025Q2: 1,425 shares; 2025Q3: 1,504 shares; 2025Q4: 1,608 shares; 2026Q1: 1,432 shares 1,432 $491K 0.07% -176 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 2,437 shares; 2025Q1: 2,868 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,565 shares; 2026Q1: 2,529 shares 2,529 $488K 0.07% -36 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 16,996 shares; 2025Q1: 16,238 shares; 2025Q2: 16,240 shares; 2025Q3: 16,379 shares; 2025Q4: 16,382 shares; 2026Q1: 16,577 shares 16,577 $482K 0.06% +195 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,364 shares; 2024Q4: 8,364 shares; 2025Q1: 8,566 shares; 2025Q2: 8,420 shares; 2025Q3: 8,359 shares; 2025Q4: 8,474 shares; 2026Q1: 8,459 shares 8,459 $472K 0.06% -15 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: 3,634 shares; 2024Q4: 3,565 shares; 2025Q1: 3,722 shares; 2025Q2: 3,707 shares; 2025Q3: 4,258 shares; 2025Q4: 4,298 shares; 2026Q1: 3,584 shares 3,584 $470K 0.06% -714 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,240 shares; 2025Q1: 5,372 shares; 2025Q2: 4,129 shares; 2025Q3: 4,046 shares; 2025Q4: 4,086 shares; 2026Q1: 4,992 shares 4,992 $460K 0.06% +906 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: 1,593 shares; 2024Q4: 1,579 shares; 2025Q1: 1,610 shares; 2025Q2: 1,602 shares; 2025Q3: 1,595 shares; 2025Q4: 1,576 shares; 2026Q1: 1,556 shares 1,556 $460K 0.06% -20 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 8,550 shares; 2026Q1: 10,803 shares 10,803 $458K 0.06% +2,253 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: 1,578 shares; 2024Q4: 1,578 shares; 2025Q1: 1,578 shares; 2025Q2: 1,547 shares; 2025Q3: 1,402 shares; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares 1,269 $452K 0.06% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 10,752 shares; 2025Q1: 10,154 shares; 2025Q2: 10,054 shares; 2025Q3: 16,839 shares; 2025Q4: 14,157 shares; 2026Q1: 14,787 shares 14,787 $451K 0.06% +630 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: 8,168 shares; 2024Q4: 8,168 shares; 2025Q1: 8,244 shares; 2025Q2: 7,823 shares; 2025Q3: 7,780 shares; 2025Q4: 7,902 shares; 2026Q1: 9,735 shares 9,735 $448K 0.06% +1,833 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: 6,709 shares; 2024Q4: 6,613 shares; 2025Q1: 6,875 shares; 2025Q2: 6,574 shares; 2025Q3: 6,583 shares; 2025Q4: 7,256 shares; 2026Q1: 7,174 shares 7,174 $444K 0.06% -82 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: 2,056 shares; 2024Q4: 2,039 shares; 2025Q1: 2,043 shares; 2025Q2: 2,030 shares; 2025Q3: 2,033 shares; 2025Q4: 2,042 shares; 2026Q1: 2,047 shares 2,047 $440K 0.06% +5 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE 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: not reported; 2025Q4: not reported; 2026Q1: 15,068 shares 15,068 $422K 0.06% 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: 5,028 shares; 2024Q4: 5,028 shares; 2025Q1: 5,263 shares; 2025Q2: 3,074 shares; 2025Q3: 2,839 shares; 2025Q4: 4,000 shares; 2026Q1: 4,498 shares 4,498 $418K 0.06% +498 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: 1,034 shares; 2024Q4: 1,046 shares; 2025Q1: 1,086 shares; 2025Q2: 945 shares; 2025Q3: 948 shares; 2025Q4: 1,207 shares; 2026Q1: 1,308 shares 1,308 $416K 0.06% +101 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,443 shares; 2025Q1: 3,398 shares; 2025Q2: 3,494 shares; 2025Q3: 3,492 shares; 2025Q4: 3,406 shares; 2026Q1: 3,414 shares 3,414 $413K 0.06% +8 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $407K 0.05% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,083 shares; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares 1,204 $407K 0.05% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 6,494 shares; 2025Q1: 6,518 shares; 2025Q2: 6,529 shares; 2025Q3: 6,670 shares; 2025Q4: 7,394 shares; 2026Q1: 7,451 shares 7,451 $403K 0.05% +57 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: not reported; 2026Q1: 4,445 shares 4,445 $402K 0.05% new 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: not reported; 2025Q2: 397 shares; 2025Q3: 378 shares; 2025Q4: 423 shares; 2026Q1: 473 shares 473 $400K 0.05% +50 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: 948 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $394K 0.05% 0 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: 1,803 shares; 2024Q4: 1,700 shares; 2025Q1: 1,935 shares; 2025Q2: 2,547 shares; 2025Q3: 2,430 shares; 2025Q4: 2,550 shares; 2026Q1: 2,385 shares 2,385 $394K 0.05% -165 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: 2,660 shares; 2025Q3: 2,660 shares; 2025Q4: 2,788 shares; 2026Q1: 2,774 shares 2,774 $391K 0.05% -14 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: 446 shares; 2024Q4: 450 shares; 2025Q1: 616 shares; 2025Q2: 573 shares; 2025Q3: 571 shares; 2025Q4: 590 shares; 2026Q1: 776 shares 776 $388K 0.05% +186 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 918 shares; 2025Q1: 899 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 896 shares; 2026Q1: 891 shares 891 $387K 0.05% -5 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: 1,256 shares; 2024Q4: 1,453 shares; 2025Q1: 1,660 shares; 2025Q2: 2,001 shares; 2025Q3: 1,909 shares; 2025Q4: 1,909 shares; 2026Q1: 1,917 shares 1,917 $380K 0.05% +8 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: 15,958 shares; 2024Q4: 15,240 shares; 2025Q1: 16,002 shares; 2025Q2: 16,073 shares; 2025Q3: 13,340 shares; 2025Q4: 8,734 shares; 2026Q1: 7,522 shares 7,522 $378K 0.05% -1,212 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H 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: 9,469 shares; 2026Q1: 9,469 shares 9,469 $371K 0.05% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 5,699 shares; 2025Q1: 5,625 shares; 2025Q2: 4,914 shares; 2025Q3: 4,914 shares; 2025Q4: 5,141 shares; 2026Q1: 5,141 shares 5,141 $368K 0.05% 0 Timeline L LOEWS CORP More: the full row for LOEWS 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: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 3,425 shares; 2026Q1: 3,425 shares 3,425 $366K 0.05% 0 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: 800 shares; 2025Q2: 896 shares; 2025Q3: 916 shares; 2025Q4: 903 shares; 2026Q1: 1,242 shares 1,242 $362K 0.05% +339 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: 5,546 shares; 2024Q4: 5,282 shares; 2025Q1: 6,013 shares; 2025Q2: 5,360 shares; 2025Q3: 5,086 shares; 2025Q4: 5,590 shares; 2026Q1: 4,952 shares 4,952 $356K 0.05% -638 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,977 shares; 2026Q1: 1,935 shares 1,935 $353K 0.05% -42 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,215 shares 5,215 $352K 0.05% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,956 shares; 2025Q2: 1,755 shares; 2025Q3: 1,915 shares; 2025Q4: 1,989 shares; 2026Q1: 1,921 shares 1,921 $350K 0.05% -68 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,666 shares 1,666 $341K 0.05% -8 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD 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: 1,221 shares; 2026Q1: 1,139 shares 1,139 $339K 0.05% -82 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: 756 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 774 shares; 2025Q3: 859 shares; 2025Q4: 774 shares; 2026Q1: 774 shares 774 $338K 0.05% 0 Timeline EMXF 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: 6,854 shares; 2024Q4: 7,058 shares; 2025Q1: 7,058 shares; 2025Q2: 7,058 shares; 2025Q3: 7,058 shares; 2025Q4: 7,058 shares; 2026Q1: 7,058 shares 7,058 $338K 0.05% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,717 shares 1,717 $335K 0.05% -158 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: not reported; 2024Q4: 2,579 shares; 2025Q1: 2,714 shares; 2025Q2: 2,601 shares; 2025Q3: 2,663 shares; 2025Q4: 2,581 shares; 2026Q1: 2,558 shares 2,558 $335K 0.05% -23 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: 5,924 shares; 2024Q4: 5,944 shares; 2025Q1: 6,019 shares; 2025Q2: 5,977 shares; 2025Q3: 5,634 shares; 2025Q4: 5,732 shares; 2026Q1: 5,508 shares 5,508 $334K 0.04% -224 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: 4,480 shares; 2025Q1: 4,489 shares; 2025Q2: 5,387 shares; 2025Q3: 5,378 shares; 2025Q4: 5,244 shares; 2026Q1: 5,138 shares 5,138 $327K 0.04% -106 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: 2,307 shares; 2025Q4: 2,297 shares; 2026Q1: 2,280 shares 2,280 $327K 0.04% -17 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,956 shares; 2025Q2: 2,793 shares; 2025Q3: 2,842 shares; 2025Q4: 2,892 shares; 2026Q1: 2,934 shares 2,934 $327K 0.04% +42 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: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,068 shares; 2025Q2: 1,197 shares; 2025Q3: 1,181 shares; 2025Q4: 1,207 shares; 2026Q1: 1,073 shares 1,073 $325K 0.04% -134 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 1,641 shares; 2025Q4: 1,832 shares; 2026Q1: 1,760 shares 1,760 $323K 0.04% -72 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: 1,758 shares; 2024Q4: 1,841 shares; 2025Q1: 1,642 shares; 2025Q2: 1,924 shares; 2025Q3: 1,828 shares; 2025Q4: 1,871 shares; 2026Q1: 1,656 shares 1,656 $321K 0.04% -215 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,764 shares; 2025Q2: 13,091 shares; 2025Q3: 13,091 shares; 2025Q4: 13,091 shares; 2026Q1: 13,091 shares 13,091 $317K 0.04% 0 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: not reported; 2024Q4: 2,975 shares; 2025Q1: 3,258 shares; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,627 shares; 2026Q1: 3,369 shares 3,369 $317K 0.04% -258 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,440 shares 4,440 $316K 0.04% new 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: 4,480 shares; 2025Q2: 4,143 shares; 2025Q3: 4,260 shares; 2025Q4: 5,115 shares; 2026Q1: 4,381 shares 4,381 $315K 0.04% -734 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: 1,845 shares; 2024Q4: 1,855 shares; 2025Q1: 1,606 shares; 2025Q2: 1,415 shares; 2025Q3: 2,165 shares; 2025Q4: 2,164 shares; 2026Q1: 2,148 shares 2,148 $312K 0.04% -16 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: 340 shares; 2025Q1: 359 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 320 shares; 2026Q1: 324 shares 324 $312K 0.04% +4 Timeline IYR 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: 4,275 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares; 2026Q1: 3,259 shares 3,259 $308K 0.04% 0 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: 1,044 shares; 2024Q4: 1,048 shares; 2025Q1: 1,274 shares; 2025Q2: 1,377 shares; 2025Q3: 1,420 shares; 2025Q4: 1,940 shares; 2026Q1: 1,646 shares 1,646 $307K 0.04% -294 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 910 shares; 2026Q1: 862 shares 862 $307K 0.04% -48 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares 1,485 $306K 0.04% 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: not reported; 2024Q4: 2,240 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,920 shares; 2025Q4: 2,439 shares; 2026Q1: 2,383 shares 2,383 $305K 0.04% -56 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 1,562 shares 1,562 $305K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,621 shares; 2024Q4: 20,699 shares; 2025Q1: 20,594 shares; 2025Q2: 26,324 shares; 2025Q3: 26,078 shares; 2025Q4: 27,311 shares; 2026Q1: 26,363 shares 26,363 $304K 0.04% -948 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,470 shares; 2024Q4: 8,476 shares; 2025Q1: 8,482 shares; 2025Q2: 8,483 shares; 2025Q3: 8,483 shares; 2025Q4: 8,483 shares; 2026Q1: 8,484 shares 8,484 $297K 0.04% +1 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,396 shares; 2025Q3: 3,063 shares; 2025Q4: 3,108 shares; 2026Q1: 3,108 shares 3,108 $297K 0.04% 0 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: 662 shares; 2024Q4: 662 shares; 2025Q1: 638 shares; 2025Q2: 767 shares; 2025Q3: 759 shares; 2025Q4: 789 shares; 2026Q1: 690 shares 690 $288K 0.04% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,947 shares 1,947 $281K 0.04% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP 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: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares 803 $274K 0.04% 0 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,863 shares; 2025Q4: 3,863 shares; 2026Q1: 3,844 shares 3,844 $274K 0.04% -19 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: 2,914 shares; 2025Q2: 4,287 shares; 2025Q3: 4,287 shares; 2025Q4: 4,307 shares; 2026Q1: 4,124 shares 4,124 $273K 0.04% -183 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: 4,439 shares; 2024Q4: 4,445 shares; 2025Q1: 4,568 shares; 2025Q2: 4,568 shares; 2025Q3: 4,568 shares; 2025Q4: 4,963 shares; 2026Q1: 4,142 shares 4,142 $273K 0.04% -821 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,018 shares; 2025Q1: 1,030 shares; 2025Q2: 904 shares; 2025Q3: 892 shares; 2025Q4: 846 shares; 2026Q1: 845 shares 845 $273K 0.04% -1 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 10,069 shares; 2025Q1: 9,796 shares; 2025Q2: 10,497 shares; 2025Q3: 10,467 shares; 2025Q4: 11,166 shares; 2026Q1: 14,184 shares 14,184 $272K 0.04% +3,018 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: 2,882 shares; 2024Q4: not reported; 2025Q1: 2,882 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,882 shares 2,882 $272K 0.04% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,030 shares; 2025Q2: 3,096 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,098 shares 2,098 $267K 0.04% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares 1,275 $266K 0.04% 0 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: 2,807 shares; 2024Q4: 2,682 shares; 2025Q1: 1,976 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,990 shares 1,990 $263K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,298 shares; 2026Q1: 5,298 shares 5,298 $258K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX 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: 6,295 shares; 2026Q1: 6,274 shares 6,274 $258K 0.03% -21 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: not reported; 2025Q1: 1,648 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,407 shares; 2026Q1: 1,227 shares 1,227 $255K 0.03% -180 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,536 shares; 2024Q4: 5,606 shares; 2025Q1: 5,616 shares; 2025Q2: 5,631 shares; 2025Q3: 5,659 shares; 2025Q4: 5,727 shares; 2026Q1: 5,740 shares 5,740 $253K 0.03% +13 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,266 shares; 2024Q4: 8,707 shares; 2025Q1: 8,795 shares; 2025Q2: 5,340 shares; 2025Q3: 5,293 shares; 2025Q4: 3,022 shares; 2026Q1: 2,831 shares 2,831 $251K 0.03% -191 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,014 shares; 2024Q4: 15,040 shares; 2025Q1: 14,614 shares; 2025Q2: 14,591 shares; 2025Q3: 14,608 shares; 2025Q4: 15,003 shares; 2026Q1: 14,911 shares 14,911 $251K 0.03% -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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,272 shares 1,272 $250K 0.03% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 301 shares; 2026Q1: 279 shares 279 $241K 0.03% -22 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 830 shares 830 $238K 0.03% 0 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: 4,535 shares; 2024Q4: 4,535 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares 807 $238K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 428 shares; 2025Q4: 654 shares; 2026Q1: 596 shares 596 $237K 0.03% -58 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: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,432 shares; 2025Q2: 1,392 shares; 2025Q3: 1,345 shares; 2025Q4: 1,307 shares; 2026Q1: 1,166 shares 1,166 $237K 0.03% -141 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,445 shares 1,445 $231K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares 945 $230K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares 375 $227K 0.03% new 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: 1,874 shares; 2024Q4: 1,826 shares; 2025Q1: 1,930 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,863 shares 1,863 $226K 0.03% new Timeline HDV 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: 1,661 shares; 2025Q2: not reported; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,661 shares 1,661 $225K 0.03% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 1,252 shares 1,252 $225K 0.03% new Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT 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: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $224K 0.03% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,749 shares; 2025Q2: 6,216 shares; 2025Q3: 6,660 shares; 2025Q4: 5,899 shares; 2026Q1: 4,714 shares 4,714 $220K 0.03% -1,185 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: 10,403 shares; 2024Q4: 11,158 shares; 2025Q1: 8,406 shares; 2025Q2: 7,606 shares; 2025Q3: 7,316 shares; 2025Q4: 9,970 shares; 2026Q1: 7,655 shares 7,655 $220K 0.03% -2,315 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: 1,939 shares; 2024Q4: 1,973 shares; 2025Q1: 1,938 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,257 shares; 2026Q1: 1,698 shares 1,698 $219K 0.03% -559 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,051 shares; 2026Q1: 1,042 shares 1,042 $217K 0.03% -9 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,596 shares 4,596 $216K 0.03% 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: 1,165 shares; 2025Q4: 1,097 shares; 2026Q1: 1,086 shares 1,086 $215K 0.03% -11 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: 1,584 shares; 2025Q1: 1,587 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,702 shares; 2026Q1: 1,575 shares 1,575 $213K 0.03% -127 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS 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: 2,904 shares; 2025Q4: 2,904 shares; 2026Q1: 2,904 shares 2,904 $212K 0.03% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 2,286 shares; 2025Q4: 2,286 shares; 2026Q1: 2,286 shares 2,286 $212K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,611 shares; 2026Q1: 3,611 shares 3,611 $211K 0.03% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares; 2026Q1: 4,589 shares 4,589 $209K 0.03% 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: 2,498 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,543 shares; 2026Q1: 2,159 shares 2,159 $208K 0.03% -384 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares 292 $204K 0.03% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,301 shares 7,301 $203K 0.03% new Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD 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: 40,160 shares; 2025Q3: 40,160 shares; 2025Q4: 40,160 shares; 2026Q1: 40,160 shares 40,160 $203K 0.03% 0 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,764 shares; 2024Q4: 25,764 shares; 2025Q1: 25,764 shares; 2025Q2: 25,764 shares; 2025Q3: 28,058 shares; 2025Q4: 28,058 shares; 2026Q1: 25,764 shares 25,764 $203K 0.03% -2,294 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK 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: 10,474 shares; 2026Q1: 29,974 shares 29,974 $193K 0.03% +19,500 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 13,479 shares 13,479 $180K 0.02% -4,021 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 11,361 shares; 2025Q1: 11,361 shares; 2025Q2: 11,361 shares; 2025Q3: 11,361 shares; 2025Q4: not reported; 2026Q1: 11,361 shares 11,361 $171K 0.02% new Timeline ASRV AMERISERV FINL INC More: the full row for AMERISERV FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,513 shares; 2024Q4: 42,513 shares; 2025Q1: 42,513 shares; 2025Q2: 42,513 shares; 2025Q3: 42,513 shares; 2025Q4: 42,513 shares; 2026Q1: 42,513 shares 42,513 $154K 0.02% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $132K 0.02% 0 Timeline SGMT SAGIMET BIOSCIENCES INC More: the full row for SAGIMET BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,149 shares; 2025Q2: 29,968 shares; 2025Q3: 29,968 shares; 2025Q4: 29,968 shares; 2026Q1: 18,064 shares 18,064 $94.4K 0.01% -11,904 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 25,188 shares; 2025Q4: 25,188 shares; 2026Q1: 25,188 shares 25,188 $87.7K 0.01% 0 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 51,238 shares 51,238 $67.6K 0.01% -48,762 Timeline FBIO FORTRESS BIOTECH INC More: the full row for FORTRESS BIOTECH 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: 14,534 shares; 2025Q4: 14,534 shares; 2026Q1: 14,534 shares 14,534 $40.5K 0.01% 0 Timeline