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; 2024Q3: restricted; 2024Q4: 523,242 shares; 2025Q1: 536,972 shares; 2025Q2: 536,809 shares; 2025Q3: 569,077 shares; 2025Q4: 568,515 shares; 2026Q1: 570,339 shares; 2026Q2: 568,773 shares 568,773 $391M 15.41% -1,566 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; 2024Q3: restricted; 2024Q4: 2,621,237 shares; 2025Q1: 2,629,280 shares; 2025Q2: 2,603,492 shares; 2025Q3: 2,770,339 shares; 2025Q4: 2,812,424 shares; 2026Q1: 2,783,625 shares; 2026Q2: 2,774,023 shares 2,774,023 $198M 7.8% -9,602 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 199,989 shares; 2025Q1: 195,294 shares; 2025Q2: 198,224 shares; 2025Q3: 199,864 shares; 2025Q4: 2,883,234 shares; 2026Q1: 3,471,746 shares; 2026Q2: 4,065,684 shares 4,065,684 $172M 6.77% +593,938 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,828 shares; 2025Q1: 62,078 shares; 2025Q2: 63,558 shares; 2025Q3: 73,208 shares; 2025Q4: 1,507,605 shares; 2026Q1: 2,161,827 shares; 2026Q2: 2,756,549 shares 2,756,549 $163M 6.41% +594,722 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 900,008 shares; 2025Q1: 918,675 shares; 2025Q2: 922,025 shares; 2025Q3: 979,780 shares; 2025Q4: 999,769 shares; 2026Q1: 999,927 shares; 2026Q2: 984,802 shares 984,802 $146M 5.76% -15,125 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,576,888 shares; 2025Q1: 1,591,955 shares; 2025Q2: 1,574,000 shares; 2025Q3: 1,689,031 shares; 2025Q4: 1,725,917 shares; 2026Q1: 1,720,404 shares; 2026Q2: 1,727,863 shares 1,727,863 $133M 5.26% +7,459 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,800,482 shares; 2025Q1: 1,810,780 shares; 2025Q2: 1,881,074 shares; 2025Q3: 1,966,925 shares; 2025Q4: 2,059,152 shares; 2026Q1: 2,098,568 shares; 2026Q2: 2,247,726 shares 2,247,726 $120M 4.71% +149,158 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,364,694 shares; 2026Q1: 1,725,651 shares; 2026Q2: 2,081,437 shares 2,081,437 $105M 4.16% +355,786 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800,756 shares; 2025Q1: 837,350 shares; 2025Q2: 870,884 shares; 2025Q3: 915,251 shares; 2025Q4: 968,630 shares; 2026Q1: 979,045 shares; 2026Q2: 982,634 shares 982,634 $87.6M 3.46% +3,589 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; 2024Q3: restricted; 2024Q4: 920,992 shares; 2025Q1: 929,465 shares; 2025Q2: 941,557 shares; 2025Q3: 998,808 shares; 2025Q4: 1,015,418 shares; 2026Q1: 1,019,138 shares; 2026Q2: 1,015,754 shares 1,015,754 $60.6M 2.39% -3,384 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; 2024Q3: restricted; 2024Q4: 151,414 shares; 2025Q1: 149,006 shares; 2025Q2: 166,188 shares; 2025Q3: 171,400 shares; 2025Q4: 167,164 shares; 2026Q1: 168,552 shares; 2026Q2: 165,136 shares 165,136 $56.8M 2.24% -3,416 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125,371 shares; 2025Q1: 126,663 shares; 2025Q2: 128,846 shares; 2025Q3: 134,659 shares; 2025Q4: 139,337 shares; 2026Q1: 141,946 shares; 2026Q2: 137,797 shares 137,797 $47.2M 1.86% -4,149 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; 2024Q3: restricted; 2024Q4: 2,075,224 shares; 2025Q1: 2,095,734 shares; 2025Q2: 2,150,144 shares; 2025Q3: 2,233,448 shares; 2025Q4: 1,039,888 shares; 2026Q1: 790,110 shares; 2026Q2: 636,090 shares 636,090 $46.7M 1.84% -154,020 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 427,410 shares; 2025Q1: 424,125 shares; 2025Q2: 430,338 shares; 2025Q3: 480,486 shares; 2025Q4: 463,721 shares; 2026Q1: 449,577 shares; 2026Q2: 429,200 shares 429,200 $41.5M 1.64% -20,377 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 725,152 shares; 2025Q1: 751,285 shares; 2025Q2: 755,117 shares; 2025Q3: 796,249 shares; 2025Q4: 897,676 shares; 2026Q1: 906,845 shares; 2026Q2: 918,156 shares 918,156 $36.3M 1.43% +11,311 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 593,044 shares; 2025Q1: 595,567 shares; 2025Q2: 601,479 shares; 2025Q3: 629,086 shares; 2025Q4: 641,150 shares; 2026Q1: 633,116 shares; 2026Q2: 640,207 shares 640,207 $34.1M 1.35% +7,091 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 475,877 shares; 2025Q1: 473,296 shares; 2025Q2: 487,005 shares; 2025Q3: 513,890 shares; 2025Q4: 520,176 shares; 2026Q1: 508,589 shares; 2026Q2: 509,898 shares 509,898 $27.5M 1.09% +1,309 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 212,734 shares; 2025Q1: 207,869 shares; 2025Q2: 229,860 shares; 2025Q3: 231,813 shares; 2025Q4: 312,356 shares; 2026Q1: 357,549 shares; 2026Q2: 358,709 shares 358,709 $27.1M 1.07% +1,160 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,971 shares; 2025Q1: 79,801 shares; 2025Q2: 79,358 shares; 2025Q3: 95,577 shares; 2025Q4: 90,598 shares; 2026Q1: 88,996 shares; 2026Q2: 86,574 shares 86,574 $25.1M 0.99% -2,422 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222,166 shares; 2026Q1: 289,865 shares; 2026Q2: 298,167 shares 298,167 $23M 0.91% +8,302 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,721,827 shares; 2025Q1: 1,772,239 shares; 2025Q2: 1,878,946 shares; 2025Q3: 1,941,060 shares; 2025Q4: 870,938 shares; 2026Q1: 572,906 shares; 2026Q2: 373,265 shares 373,265 $21.7M 0.86% -199,641 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 148,305 shares; 2025Q1: 154,225 shares; 2025Q2: 157,846 shares; 2025Q3: 160,136 shares; 2025Q4: 163,813 shares; 2026Q1: 167,996 shares; 2026Q2: 167,951 shares 167,951 $21.5M 0.85% -45 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 155,335 shares; 2025Q1: 154,860 shares; 2025Q2: 155,005 shares; 2025Q3: 158,497 shares; 2025Q4: 155,930 shares; 2026Q1: 154,027 shares; 2026Q2: 148,868 shares 148,868 $20.5M 0.81% -5,159 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,599,764 shares; 2025Q1: 1,627,307 shares; 2025Q2: 1,658,973 shares; 2025Q3: 1,732,187 shares; 2025Q4: 736,411 shares; 2026Q1: 535,811 shares; 2026Q2: 431,704 shares 431,704 $20.2M 0.8% -104,107 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,994 shares; 2025Q1: 27,978 shares; 2025Q2: 27,665 shares; 2025Q3: 28,648 shares; 2025Q4: 27,840 shares; 2026Q1: 27,611 shares; 2026Q2: 26,803 shares 26,803 $20.1M 0.79% -808 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; 2024Q3: restricted; 2024Q4: 59,012 shares; 2025Q1: 57,475 shares; 2025Q2: 67,990 shares; 2025Q3: 70,475 shares; 2025Q4: 68,467 shares; 2026Q1: 67,185 shares; 2026Q2: 64,981 shares 64,981 $19.7M 0.78% -2,204 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 277,970 shares; 2025Q1: 289,425 shares; 2025Q2: 301,413 shares; 2025Q3: 303,958 shares; 2025Q4: 333,784 shares; 2026Q1: 363,258 shares; 2026Q2: 358,978 shares 358,978 $14.7M 0.58% -4,280 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; 2024Q3: restricted; 2024Q4: 31,874 shares; 2025Q1: 31,682 shares; 2025Q2: 44,504 shares; 2025Q3: 46,346 shares; 2025Q4: 46,245 shares; 2026Q1: 46,048 shares; 2026Q2: 182,231 shares 182,231 $14.7M 0.58% +136,183 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,610 shares; 2025Q1: 19,602 shares; 2025Q2: 19,752 shares; 2025Q3: 41,627 shares; 2025Q4: 42,174 shares; 2026Q1: 41,294 shares; 2026Q2: 38,008 shares 38,008 $14.2M 0.56% -3,286 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,930 shares; 2025Q1: 137,236 shares; 2025Q2: 142,199 shares; 2025Q3: 157,093 shares; 2025Q4: 153,935 shares; 2026Q1: 151,521 shares; 2026Q2: 154,982 shares 154,982 $12.8M 0.51% +3,461 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,582 shares; 2025Q1: 52,409 shares; 2025Q2: 52,027 shares; 2025Q3: 52,819 shares; 2025Q4: 52,859 shares; 2026Q1: 53,885 shares; 2026Q2: 52,178 shares 52,178 $11.8M 0.47% -1,707 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,090 shares; 2025Q1: 93,505 shares; 2025Q2: 93,267 shares; 2025Q3: 107,100 shares; 2025Q4: 104,451 shares; 2026Q1: 103,018 shares; 2026Q2: 101,087 shares 101,087 $11.4M 0.45% -1,931 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,271 shares; 2025Q1: 31,627 shares; 2025Q2: 32,195 shares; 2025Q3: 33,453 shares; 2025Q4: 31,458 shares; 2026Q1: 31,822 shares; 2026Q2: 31,998 shares 31,998 $11.4M 0.45% +176 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; 2024Q3: restricted; 2024Q4: 24,305 shares; 2025Q1: 20,964 shares; 2025Q2: 21,057 shares; 2025Q3: 21,899 shares; 2025Q4: 20,811 shares; 2026Q1: 20,543 shares; 2026Q2: 122,866 shares 122,866 $10.6M 0.42% +102,323 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,689 shares; 2025Q1: 53,701 shares; 2025Q2: 55,274 shares; 2025Q3: 62,665 shares; 2025Q4: 55,578 shares; 2026Q1: 54,578 shares; 2026Q2: 49,115 shares 49,115 $9.83M 0.39% -5,463 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; 2024Q3: restricted; 2024Q4: 3,902 shares; 2025Q1: 3,940 shares; 2025Q2: 3,563 shares; 2025Q3: 66,504 shares; 2025Q4: 66,161 shares; 2026Q1: 66,006 shares; 2026Q2: 65,959 shares 65,959 $9.67M 0.38% -47 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,616 shares; 2025Q1: 70,862 shares; 2025Q2: 65,075 shares; 2025Q3: 72,880 shares; 2025Q4: 70,016 shares; 2026Q1: 74,221 shares; 2026Q2: 74,238 shares 74,238 $7.99M 0.32% +17 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; 2024Q3: restricted; 2024Q4: 25,557 shares; 2025Q1: 26,345 shares; 2025Q2: 25,922 shares; 2025Q3: 28,374 shares; 2025Q4: 28,924 shares; 2026Q1: 29,145 shares; 2026Q2: 30,455 shares 30,455 $7.26M 0.29% +1,310 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; 2024Q3: restricted; 2024Q4: 10,705 shares; 2025Q1: 10,943 shares; 2025Q2: 10,950 shares; 2025Q3: 14,581 shares; 2025Q4: 14,090 shares; 2026Q1: 14,073 shares; 2026Q2: 13,839 shares 13,839 $6.92M 0.27% -234 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; 2024Q3: restricted; 2024Q4: 5,497 shares; 2025Q1: 5,494 shares; 2025Q2: 5,744 shares; 2025Q3: 8,687 shares; 2025Q4: 9,013 shares; 2026Q1: 9,060 shares; 2026Q2: 8,939 shares 8,939 $6.68M 0.26% -121 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; 2024Q3: restricted; 2024Q4: 20,205 shares; 2025Q1: 20,105 shares; 2025Q2: 20,153 shares; 2025Q3: 21,693 shares; 2025Q4: 20,571 shares; 2026Q1: 20,276 shares; 2026Q2: 20,265 shares 20,265 $6.63M 0.26% -11 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,544 shares; 2025Q1: 70,434 shares; 2025Q2: 74,034 shares; 2025Q3: 78,440 shares; 2025Q4: 74,670 shares; 2026Q1: 74,670 shares; 2026Q2: 78,750 shares 78,750 $6.51M 0.26% +4,080 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,823 shares; 2025Q1: 29,010 shares; 2025Q2: 30,215 shares; 2025Q3: 32,160 shares; 2025Q4: 71,174 shares; 2026Q1: 74,365 shares; 2026Q2: 68,522 shares 68,522 $6.48M 0.26% -5,843 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; 2024Q3: restricted; 2024Q4: 232,541 shares; 2025Q1: 223,571 shares; 2025Q2: 209,296 shares; 2025Q3: 234,436 shares; 2025Q4: 232,636 shares; 2026Q1: 231,639 shares; 2026Q2: 230,172 shares 230,172 $6.38M 0.25% -1,467 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; 2024Q3: restricted; 2024Q4: 17,519 shares; 2025Q1: 21,165 shares; 2025Q2: 23,046 shares; 2025Q3: 24,422 shares; 2025Q4: 24,818 shares; 2026Q1: 25,479 shares; 2026Q2: 27,860 shares 27,860 $6.07M 0.24% +2,381 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,822 shares; 2025Q1: 57,596 shares; 2025Q2: 56,152 shares; 2025Q3: 56,152 shares; 2025Q4: 55,923 shares; 2026Q1: 54,176 shares; 2026Q2: 52,811 shares 52,811 $5.83M 0.23% -1,365 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,818 shares; 2025Q1: 14,633 shares; 2025Q2: 14,633 shares; 2025Q3: 18,355 shares; 2025Q4: 18,903 shares; 2026Q1: 18,952 shares; 2026Q2: 17,963 shares 17,963 $5.4M 0.21% -989 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,633 shares; 2025Q1: 29,852 shares; 2025Q2: 36,641 shares; 2025Q3: 38,256 shares; 2025Q4: 32,261 shares; 2026Q1: 32,433 shares; 2026Q2: 43,597 shares 43,597 $5.12M 0.2% +11,164 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,717 shares; 2025Q1: 20,562 shares; 2025Q2: 20,598 shares; 2025Q3: 21,838 shares; 2025Q4: 20,773 shares; 2026Q1: 20,428 shares; 2026Q2: 20,115 shares 20,115 $5.11M 0.2% -313 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,297 shares; 2025Q1: 13,197 shares; 2025Q2: 13,291 shares; 2025Q3: 15,214 shares; 2025Q4: 28,202 shares; 2026Q1: 28,202 shares; 2026Q2: 26,366 shares 26,366 $5.02M 0.2% -1,836 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,421 shares; 2025Q4: 30,343 shares; 2026Q1: 32,805 shares; 2026Q2: 39,741 shares 39,741 $4.9M 0.19% +6,936 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,466 shares; 2025Q1: 20,903 shares; 2025Q2: 20,713 shares; 2025Q3: 20,693 shares; 2025Q4: 20,338 shares; 2026Q1: 19,777 shares; 2026Q2: 19,300 shares 19,300 $4.87M 0.19% -477 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,568 shares; 2025Q1: 14,791 shares; 2025Q2: 14,787 shares; 2025Q3: 15,079 shares; 2025Q4: 14,553 shares; 2026Q1: 14,409 shares; 2026Q2: 13,756 shares 13,756 $4.72M 0.19% -653 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,447 shares; 2025Q1: 12,590 shares; 2025Q2: 12,590 shares; 2025Q3: 12,703 shares; 2025Q4: 12,359 shares; 2026Q1: 12,469 shares; 2026Q2: 12,828 shares 12,828 $4.69M 0.19% +359 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; 2024Q3: restricted; 2024Q4: 6,767 shares; 2025Q1: 6,531 shares; 2025Q2: 6,487 shares; 2025Q3: 12,873 shares; 2025Q4: 12,617 shares; 2026Q1: 12,829 shares; 2026Q2: 12,523 shares 12,523 $4.63M 0.18% -306 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,992 shares; 2025Q1: 19,772 shares; 2025Q2: 19,692 shares; 2025Q3: 19,692 shares; 2025Q4: 19,692 shares; 2026Q1: 18,925 shares; 2026Q2: 18,811 shares 18,811 $4.56M 0.18% -114 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; 2024Q3: restricted; 2024Q4: 3,551 shares; 2025Q1: 3,569 shares; 2025Q2: 3,596 shares; 2025Q3: 5,384 shares; 2025Q4: 4,962 shares; 2026Q1: 5,060 shares; 2026Q2: 3,924 shares 3,924 $4.53M 0.18% -1,136 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; 2024Q3: restricted; 2024Q4: 10,920 shares; 2025Q1: 11,298 shares; 2025Q2: 10,294 shares; 2025Q3: 15,371 shares; 2025Q4: 12,451 shares; 2026Q1: 11,145 shares; 2026Q2: 10,706 shares 10,706 $4.45M 0.18% -439 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,760 shares; 2025Q1: 43,180 shares; 2025Q2: 41,953 shares; 2025Q3: 43,774 shares; 2025Q4: 43,158 shares; 2026Q1: 40,798 shares; 2026Q2: 38,331 shares 38,331 $3.98M 0.16% -2,467 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; 2024Q3: restricted; 2024Q4: 28,743 shares; 2025Q1: 28,181 shares; 2025Q2: 27,724 shares; 2025Q3: 30,955 shares; 2025Q4: 29,671 shares; 2026Q1: 30,518 shares; 2026Q2: 27,189 shares 27,189 $3.72M 0.15% -3,329 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,635 shares; 2025Q1: 18,552 shares; 2025Q2: 18,560 shares; 2025Q3: 20,656 shares; 2025Q4: 19,252 shares; 2026Q1: 18,439 shares; 2026Q2: 17,770 shares 17,770 $3.71M 0.15% -669 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,745 shares; 2025Q3: 45,745 shares; 2025Q4: 45,745 shares; 2026Q1: 45,745 shares; 2026Q2: 49,245 shares 49,245 $3.61M 0.14% +3,500 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; 2024Q3: restricted; 2024Q4: 11,948 shares; 2025Q1: 11,711 shares; 2025Q2: 11,691 shares; 2025Q3: 12,993 shares; 2025Q4: 12,312 shares; 2026Q1: 11,547 shares; 2026Q2: 10,773 shares 10,773 $3.56M 0.14% -774 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; 2024Q3: restricted; 2024Q4: 12,238 shares; 2025Q1: 12,448 shares; 2025Q2: 12,603 shares; 2025Q3: 13,108 shares; 2025Q4: 13,388 shares; 2026Q1: 13,648 shares; 2026Q2: 14,278 shares 14,278 $3.47M 0.14% +630 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,558 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,558 shares; 2025Q4: 7,558 shares; 2026Q1: 7,558 shares; 2026Q2: 7,558 shares 7,558 $3.1M 0.12% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,145 shares; 2025Q1: 51,751 shares; 2025Q2: 48,868 shares; 2025Q3: 50,091 shares; 2025Q4: 38,940 shares; 2026Q1: 35,716 shares; 2026Q2: 36,330 shares 36,330 $2.83M 0.11% +614 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,212 shares; 2025Q1: 2,215 shares; 2025Q2: 2,222 shares; 2025Q3: 2,402 shares; 2025Q4: 2,540 shares; 2026Q1: 2,593 shares; 2026Q2: 2,639 shares 2,639 $2.81M 0.11% +46 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,795 shares; 2025Q1: 46,200 shares; 2025Q2: 39,269 shares; 2025Q3: 40,169 shares; 2025Q4: 36,223 shares; 2026Q1: 35,965 shares; 2026Q2: 33,125 shares 33,125 $2.73M 0.11% -2,840 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,691 shares; 2025Q1: 16,368 shares; 2025Q2: 15,945 shares; 2025Q3: 18,026 shares; 2025Q4: 17,755 shares; 2026Q1: 17,194 shares; 2026Q2: 16,397 shares 16,397 $2.72M 0.11% -797 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,363 shares; 2025Q1: 3,108 shares; 2025Q2: 3,131 shares; 2025Q3: 2,404 shares; 2025Q4: 2,384 shares; 2026Q1: 2,370 shares; 2026Q2: 2,314 shares 2,314 $2.62M 0.1% -56 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; 2024Q3: restricted; 2024Q4: 5,376 shares; 2025Q1: 5,130 shares; 2025Q2: 5,621 shares; 2025Q3: 3,363 shares; 2025Q4: 3,684 shares; 2026Q1: 3,732 shares; 2026Q2: 3,479 shares 3,479 $2.52M 0.1% -253 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,137 shares; 2025Q1: 5,074 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 5,136 shares; 2026Q1: 5,049 shares; 2026Q2: 20,196 shares 20,196 $2.51M 0.1% +15,147 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,263 shares; 2025Q1: 3,267 shares; 2025Q2: 3,269 shares; 2025Q3: 3,765 shares; 2025Q4: 4,023 shares; 2026Q1: 3,844 shares; 2026Q2: 3,844 shares 3,844 $2.44M 0.1% 0 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; 2024Q3: restricted; 2024Q4: 1,765 shares; 2025Q1: 1,785 shares; 2025Q2: 1,836 shares; 2025Q3: 1,840 shares; 2025Q4: 2,050 shares; 2026Q1: 1,953 shares; 2026Q2: 2,014 shares 2,014 $2.42M 0.1% +61 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; 2024Q3: restricted; 2024Q4: 3,675 shares; 2025Q1: 3,791 shares; 2025Q2: 3,952 shares; 2025Q3: 4,437 shares; 2025Q4: 4,563 shares; 2026Q1: 4,699 shares; 2026Q2: 4,676 shares 4,676 $2.38M 0.09% -23 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,943 shares; 2025Q4: 4,305 shares; 2026Q1: 4,309 shares; 2026Q2: 3,223 shares 3,223 $2.37M 0.09% -1,086 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,521 shares; 2025Q1: 6,458 shares; 2025Q2: 6,347 shares; 2025Q3: 6,523 shares; 2025Q4: 6,046 shares; 2026Q1: 6,037 shares; 2026Q2: 5,750 shares 5,750 $2.31M 0.09% -287 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; 2024Q3: restricted; 2024Q4: 3,195 shares; 2025Q1: 3,195 shares; 2025Q2: 3,380 shares; 2025Q3: 3,525 shares; 2025Q4: 4,844 shares; 2026Q1: 4,870 shares; 2026Q2: 4,700 shares 4,700 $2.24M 0.09% -170 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,802 shares; 2025Q1: 11,739 shares; 2025Q2: 12,220 shares; 2025Q3: 12,220 shares; 2025Q4: 13,610 shares; 2026Q1: 13,570 shares; 2026Q2: 13,510 shares 13,510 $2.21M 0.09% -60 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,040 shares; 2025Q1: 12,040 shares; 2025Q2: 12,040 shares; 2025Q3: 31,480 shares; 2025Q4: 31,105 shares; 2026Q1: 31,105 shares; 2026Q2: 31,105 shares 31,105 $2.05M 0.08% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,915 shares; 2025Q1: 3,105 shares; 2025Q2: 3,098 shares; 2025Q3: 4,614 shares; 2025Q4: 4,469 shares; 2026Q1: 5,253 shares; 2026Q2: 5,744 shares 5,744 $2.03M 0.08% +491 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; 2024Q3: restricted; 2024Q4: 2,302 shares; 2025Q1: 2,151 shares; 2025Q2: 2,177 shares; 2025Q3: 5,203 shares; 2025Q4: 5,523 shares; 2026Q1: 5,442 shares; 2026Q2: 5,522 shares 5,522 $1.87M 0.07% +80 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,827 shares; 2025Q1: 12,749 shares; 2025Q2: 12,765 shares; 2025Q3: 16,615 shares; 2025Q4: 33,199 shares; 2026Q1: 31,799 shares; 2026Q2: 34,944 shares 34,944 $1.86M 0.07% +3,145 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,218 shares; 2026Q1: 9,208 shares; 2026Q2: 9,587 shares 9,587 $1.84M 0.07% +379 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,551 shares; 2026Q1: 25,160 shares; 2026Q2: 27,676 shares 27,676 $1.82M 0.07% +2,516 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,421 shares; 2025Q1: 12,336 shares; 2025Q2: 12,483 shares; 2025Q3: 16,873 shares; 2025Q4: 17,693 shares; 2026Q1: 17,608 shares; 2026Q2: 17,563 shares 17,563 $1.81M 0.07% -45 Timeline JBND 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,600 shares 33,600 $1.8M 0.07% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,510 shares; 2025Q1: 47,755 shares; 2025Q2: 43,955 shares; 2025Q3: 43,955 shares; 2025Q4: 42,404 shares; 2026Q1: 40,434 shares; 2026Q2: 39,679 shares 39,679 $1.79M 0.07% -755 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,396 shares; 2025Q1: 3,494 shares; 2025Q2: 3,232 shares; 2025Q3: 6,978 shares; 2025Q4: 7,038 shares; 2026Q1: 6,988 shares; 2026Q2: 7,039 shares 7,039 $1.77M 0.07% +51 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; 2024Q3: restricted; 2024Q4: 17,196 shares; 2025Q1: 16,605 shares; 2025Q2: 15,043 shares; 2025Q3: 15,793 shares; 2025Q4: 15,049 shares; 2026Q1: 14,643 shares; 2026Q2: 13,768 shares 13,768 $1.77M 0.07% -875 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,825 shares; 2025Q1: 17,954 shares; 2025Q2: 17,168 shares; 2025Q3: 17,644 shares; 2025Q4: 18,276 shares; 2026Q1: 16,096 shares; 2026Q2: 15,380 shares 15,380 $1.77M 0.07% -716 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,655 shares; 2025Q1: 2,630 shares; 2025Q2: 2,629 shares; 2025Q3: 2,767 shares; 2025Q4: 2,687 shares; 2026Q1: 2,507 shares; 2026Q2: 2,440 shares 2,440 $1.74M 0.07% -67 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; 2024Q3: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,177 shares; 2025Q2: 1,195 shares; 2025Q3: 1,787 shares; 2025Q4: 1,781 shares; 2026Q1: 1,824 shares; 2026Q2: 1,826 shares 1,826 $1.71M 0.07% +2 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,814 shares; 2025Q1: 2,915 shares; 2025Q2: 3,614 shares; 2025Q3: 5,247 shares; 2025Q4: 4,467 shares; 2026Q1: 4,064 shares; 2026Q2: 4,044 shares 4,044 $1.7M 0.07% -20 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; 2024Q3: restricted; 2024Q4: 4,840 shares; 2025Q1: 4,618 shares; 2025Q2: 4,553 shares; 2025Q3: 5,257 shares; 2025Q4: 4,865 shares; 2026Q1: 4,718 shares; 2026Q2: 4,790 shares 4,790 $1.69M 0.07% +72 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,989 shares; 2025Q1: 35,891 shares; 2025Q2: 35,675 shares; 2025Q3: 38,024 shares; 2025Q4: 34,251 shares; 2026Q1: 33,819 shares; 2026Q2: 30,073 shares 30,073 $1.67M 0.07% -3,746 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; 2024Q3: restricted; 2024Q4: 4,532 shares; 2025Q1: 4,579 shares; 2025Q2: 4,657 shares; 2025Q3: 4,650 shares; 2025Q4: 4,535 shares; 2026Q1: 4,566 shares; 2026Q2: 4,176 shares 4,176 $1.63M 0.06% -390 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,142 shares; 2025Q1: 9,594 shares; 2025Q2: 25,999 shares; 2025Q3: 26,333 shares; 2025Q4: 18,334 shares; 2026Q1: 17,566 shares; 2026Q2: 17,545 shares 17,545 $1.6M 0.06% -21 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 1,560 shares; 2025Q2: 23,052 shares; 2025Q3: 22,590 shares; 2025Q4: 21,576 shares; 2026Q1: 21,383 shares; 2026Q2: 17,371 shares 17,371 $1.6M 0.06% -4,012 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,234 shares; 2025Q1: 5,146 shares; 2025Q2: 5,162 shares; 2025Q3: 7,235 shares; 2025Q4: 8,482 shares; 2026Q1: 8,511 shares; 2026Q2: 8,412 shares 8,412 $1.6M 0.06% -99 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,528 shares; 2025Q1: 7,258 shares; 2025Q2: 7,258 shares; 2025Q3: 8,926 shares; 2025Q4: 8,902 shares; 2026Q1: 8,902 shares; 2026Q2: 8,187 shares 8,187 $1.56M 0.06% -715 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,085 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 7,811 shares; 2026Q1: 7,832 shares; 2026Q2: 7,862 shares 7,862 $1.55M 0.06% +30 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,718 shares; 2026Q1: 36,667 shares; 2026Q2: 40,428 shares 40,428 $1.53M 0.06% +3,761 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; 2024Q3: restricted; 2024Q4: 8,066 shares; 2025Q1: 8,004 shares; 2025Q2: 7,781 shares; 2025Q3: 8,629 shares; 2025Q4: 7,804 shares; 2026Q1: 7,454 shares; 2026Q2: 6,941 shares 6,941 $1.53M 0.06% -513 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; 2024Q3: restricted; 2024Q4: 1,215 shares; 2025Q1: 1,271 shares; 2025Q2: 1,403 shares; 2025Q3: 2,617 shares; 2025Q4: 2,597 shares; 2026Q1: 2,642 shares; 2026Q2: 2,686 shares 2,686 $1.51M 0.06% +44 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,532 shares; 2026Q1: 7,669 shares; 2026Q2: 8,390 shares 8,390 $1.48M 0.06% +721 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; 2024Q3: restricted; 2024Q4: 23,056 shares; 2025Q1: 23,108 shares; 2025Q2: 23,359 shares; 2025Q3: 24,931 shares; 2025Q4: 23,794 shares; 2026Q1: 23,737 shares; 2026Q2: 71,431 shares 71,431 $1.48M 0.06% +47,694 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; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 882 shares; 2025Q4: 887 shares; 2026Q1: 893 shares; 2026Q2: 11,777 shares 11,777 $1.41M 0.06% +10,884 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,711 shares; 2025Q2: 2,663 shares; 2025Q3: 4,416 shares; 2025Q4: 6,867 shares; 2026Q1: 6,639 shares; 2026Q2: 6,449 shares 6,449 $1.4M 0.06% -190 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,007 shares; 2025Q1: 3,061 shares; 2025Q2: 3,210 shares; 2025Q3: 3,384 shares; 2025Q4: 3,435 shares; 2026Q1: 3,112 shares; 2026Q2: 3,587 shares 3,587 $1.36M 0.05% +475 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,811 shares; 2025Q1: 22,635 shares; 2025Q2: 22,666 shares; 2025Q3: 23,372 shares; 2025Q4: 14,884 shares; 2026Q1: 13,267 shares; 2026Q2: 12,037 shares 12,037 $1.35M 0.05% -1,230 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,371 shares; 2025Q1: 4,380 shares; 2025Q2: 4,267 shares; 2025Q3: 10,241 shares; 2025Q4: 11,794 shares; 2026Q1: 11,775 shares; 2026Q2: 11,707 shares 11,707 $1.32M 0.05% -68 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; 2024Q3: restricted; 2024Q4: 1,771 shares; 2025Q1: 1,887 shares; 2025Q2: 1,944 shares; 2025Q3: 2,063 shares; 2025Q4: 2,238 shares; 2026Q1: 2,319 shares; 2026Q2: 2,274 shares 2,274 $1.32M 0.05% -45 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; 2024Q3: restricted; 2024Q4: 10,463 shares; 2025Q1: 9,616 shares; 2025Q2: 9,507 shares; 2025Q3: 10,395 shares; 2025Q4: 9,267 shares; 2026Q1: 8,867 shares; 2026Q2: 8,687 shares 8,687 $1.32M 0.05% -180 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: 2,342 shares; 2025Q2: 2,293 shares; 2025Q3: 2,396 shares; 2025Q4: 2,758 shares; 2026Q1: 2,681 shares; 2026Q2: 2,656 shares 2,656 $1.32M 0.05% -25 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,305 shares; 2025Q1: 7,309 shares; 2025Q2: 7,313 shares; 2025Q3: 7,313 shares; 2025Q4: 7,202 shares; 2026Q1: 7,433 shares; 2026Q2: 7,208 shares 7,208 $1.29M 0.05% -225 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; 2024Q3: restricted; 2024Q4: 10,871 shares; 2025Q1: 9,166 shares; 2025Q2: 9,166 shares; 2025Q3: 14,310 shares; 2025Q4: 13,298 shares; 2026Q1: 13,298 shares; 2026Q2: 13,298 shares 13,298 $1.28M 0.05% 0 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; 2024Q3: restricted; 2024Q4: 9,451 shares; 2025Q1: 9,236 shares; 2025Q2: 9,257 shares; 2025Q3: 10,265 shares; 2025Q4: 9,950 shares; 2026Q1: 11,110 shares; 2026Q2: 10,795 shares 10,795 $1.27M 0.05% -315 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,645 shares; 2026Q1: 2,712 shares; 2026Q2: 2,330 shares 2,330 $1.22M 0.05% -382 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; 2024Q3: restricted; 2024Q4: 4,368 shares; 2025Q1: 4,374 shares; 2025Q2: 4,337 shares; 2025Q3: 4,739 shares; 2025Q4: 4,703 shares; 2026Q1: 4,583 shares; 2026Q2: 4,583 shares 4,583 $1.17M 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,096 shares; 2025Q4: 3,215 shares; 2026Q1: 3,232 shares; 2026Q2: 3,126 shares 3,126 $1.17M 0.05% -106 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,608 shares; 2025Q1: 4,398 shares; 2025Q2: 4,315 shares; 2025Q3: 4,438 shares; 2025Q4: 4,702 shares; 2026Q1: 4,567 shares; 2026Q2: 4,564 shares 4,564 $1.17M 0.05% -3 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; 2024Q3: restricted; 2024Q4: 3,620 shares; 2025Q1: 3,524 shares; 2025Q2: 3,532 shares; 2025Q3: 3,745 shares; 2025Q4: 3,725 shares; 2026Q1: 3,708 shares; 2026Q2: 3,708 shares 3,708 $1.17M 0.05% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,269 shares; 2025Q1: 8,102 shares; 2025Q2: 7,937 shares; 2025Q3: 8,170 shares; 2025Q4: 7,742 shares; 2026Q1: 6,297 shares; 2026Q2: 5,640 shares 5,640 $1.16M 0.05% -657 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,740 shares; 2025Q1: 5,410 shares; 2025Q2: 5,410 shares; 2025Q3: 8,910 shares; 2025Q4: 8,770 shares; 2026Q1: 8,770 shares; 2026Q2: 8,770 shares 8,770 $1.12M 0.04% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,775 shares; 2025Q1: 3,632 shares; 2025Q2: 3,643 shares; 2025Q3: 11,209 shares; 2025Q4: 11,289 shares; 2026Q1: 11,921 shares; 2026Q2: 11,455 shares 11,455 $1.12M 0.04% -466 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,471 shares; 2025Q1: 6,717 shares; 2025Q2: 6,201 shares; 2025Q3: 6,564 shares; 2025Q4: 5,756 shares; 2026Q1: 6,529 shares; 2026Q2: 5,929 shares 5,929 $1.1M 0.04% -600 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,133 shares; 2025Q1: 8,133 shares; 2025Q2: 8,018 shares; 2025Q3: 8,018 shares; 2025Q4: 7,933 shares; 2026Q1: 7,793 shares; 2026Q2: 7,528 shares 7,528 $1.07M 0.04% -265 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,338 shares; 2025Q1: 7,943 shares; 2025Q2: 7,341 shares; 2025Q3: 9,089 shares; 2025Q4: 8,679 shares; 2026Q1: 8,262 shares; 2026Q2: 7,913 shares 7,913 $1.07M 0.04% -349 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,905 shares; 2025Q1: 4,985 shares; 2025Q2: 5,330 shares; 2025Q3: 10,120 shares; 2025Q4: 14,871 shares; 2026Q1: 15,366 shares; 2026Q2: 22,396 shares 22,396 $1.06M 0.04% +7,030 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; 2024Q3: restricted; 2024Q4: 2,752 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,878 shares; 2025Q4: 2,783 shares; 2026Q1: 2,783 shares; 2026Q2: 2,926 shares 2,926 $1.04M 0.04% +143 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; 2024Q3: restricted; 2024Q4: 34,009 shares; 2025Q1: 35,796 shares; 2025Q2: 26,462 shares; 2025Q3: 28,924 shares; 2025Q4: 18,671 shares; 2026Q1: 20,462 shares; 2026Q2: 17,771 shares 17,771 $1.02M 0.04% -2,691 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,106 shares; 2026Q1: 2,395 shares; 2026Q2: 2,353 shares 2,353 $1.02M 0.04% -42 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,355 shares; 2026Q2: 2,355 shares 2,355 $1M 0.04% 0 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; 2024Q3: restricted; 2024Q4: 34,243 shares; 2025Q1: 34,891 shares; 2025Q2: 35,567 shares; 2025Q3: 38,604 shares; 2025Q4: 27,001 shares; 2026Q1: 25,895 shares; 2026Q2: 23,364 shares 23,364 $989K 0.04% -2,531 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares; 2025Q4: 801 shares; 2026Q1: 838 shares; 2026Q2: 834 shares 834 $980K 0.04% -4 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,437 shares; 2025Q1: 15,382 shares; 2025Q2: 16,145 shares; 2025Q3: 16,145 shares; 2025Q4: 17,905 shares; 2026Q1: 17,670 shares; 2026Q2: 17,485 shares 17,485 $978K 0.04% -185 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,965 shares; 2025Q1: 2,964 shares; 2025Q2: 2,996 shares; 2025Q3: 1,900 shares; 2025Q4: 1,843 shares; 2026Q1: 1,894 shares; 2026Q2: 1,894 shares 1,894 $973K 0.04% 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; 2024Q3: restricted; 2024Q4: 13,965 shares; 2025Q1: 17,450 shares; 2025Q2: 18,148 shares; 2025Q3: 18,836 shares; 2025Q4: 20,488 shares; 2026Q1: 20,283 shares; 2026Q2: 20,423 shares 20,423 $971K 0.04% +140 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,735 shares; 2025Q1: 13,195 shares; 2025Q2: 13,201 shares; 2025Q3: 13,909 shares; 2025Q4: 13,876 shares; 2026Q1: 13,876 shares; 2026Q2: 13,876 shares 13,876 $949K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 13,797 shares; 2025Q1: 13,496 shares; 2025Q2: 13,666 shares; 2025Q3: 19,197 shares; 2025Q4: 17,205 shares; 2026Q1: 16,097 shares; 2026Q2: 16,019 shares 16,019 $913K 0.04% -78 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,188 shares 10,188 $907K 0.04% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,804 shares; 2025Q1: 24,488 shares; 2025Q2: 22,174 shares; 2025Q3: 23,039 shares; 2025Q4: 13,814 shares; 2026Q1: 12,536 shares; 2026Q2: 11,085 shares 11,085 $902K 0.04% -1,451 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: not reported; 2025Q3: 4,502 shares; 2025Q4: 4,485 shares; 2026Q1: 4,485 shares; 2026Q2: 4,485 shares 4,485 $897K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 24,396 shares; 2025Q1: 24,396 shares; 2025Q2: 24,396 shares; 2025Q3: 24,396 shares; 2025Q4: 24,396 shares; 2026Q1: 24,546 shares; 2026Q2: 24,546 shares 24,546 $887K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,619 shares; 2025Q2: 5,572 shares; 2025Q3: 6,715 shares; 2025Q4: 6,708 shares; 2026Q1: 6,295 shares; 2026Q2: 6,096 shares 6,096 $873K 0.03% -199 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; 2024Q3: restricted; 2024Q4: 1,099 shares; 2025Q1: 1,085 shares; 2025Q2: not reported; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares; 2026Q2: 3,107 shares 3,107 $845K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,301 shares; 2025Q1: 7,861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,219 shares; 2026Q1: 5,859 shares; 2026Q2: 5,982 shares 5,982 $835K 0.03% +123 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,873 shares; 2025Q1: 12,280 shares; 2025Q2: 12,575 shares; 2025Q3: 17,156 shares; 2025Q4: 16,657 shares; 2026Q1: 16,608 shares; 2026Q2: 13,643 shares 13,643 $824K 0.03% -2,965 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,149 shares; 2026Q1: 1,177 shares; 2026Q2: 853 shares 853 $823K 0.03% -324 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,977 shares; 2025Q1: 7,978 shares; 2025Q2: 7,979 shares; 2025Q3: 7,979 shares; 2025Q4: 7,982 shares; 2026Q1: 7,983 shares; 2026Q2: 9,293 shares 9,293 $817K 0.03% +1,310 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; 2024Q3: restricted; 2024Q4: 2,193 shares; 2025Q1: 2,206 shares; 2025Q2: 2,197 shares; 2025Q3: 2,491 shares; 2025Q4: 2,908 shares; 2026Q1: 2,886 shares; 2026Q2: 2,892 shares 2,892 $813K 0.03% +6 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,892 shares; 2025Q1: 5,881 shares; 2025Q2: 5,865 shares; 2025Q3: 6,141 shares; 2025Q4: 5,612 shares; 2026Q1: 5,174 shares; 2026Q2: 5,016 shares 5,016 $812K 0.03% -158 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,564 shares; 2025Q1: 2,368 shares; 2025Q2: 2,317 shares; 2025Q3: 2,503 shares; 2025Q4: 2,109 shares; 2026Q1: 2,079 shares; 2026Q2: 2,079 shares 2,079 $804K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,215 shares; 2025Q1: 9,991 shares; 2025Q2: 11,663 shares; 2025Q3: 13,643 shares; 2025Q4: 9,914 shares; 2026Q1: 9,921 shares; 2026Q2: 9,787 shares 9,787 $804K 0.03% -134 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,547 shares; 2025Q1: 20,547 shares; 2025Q2: 18,997 shares; 2025Q3: 18,997 shares; 2025Q4: 18,517 shares; 2026Q1: 16,127 shares; 2026Q2: 15,923 shares 15,923 $802K 0.03% -204 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,233 shares; 2025Q4: 17,233 shares; 2026Q1: 17,233 shares; 2026Q2: 17,233 shares 17,233 $764K 0.03% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,333 shares; 2025Q4: 25,333 shares; 2026Q1: 25,333 shares; 2026Q2: 25,333 shares 25,333 $747K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 23,990 shares; 2025Q1: 23,990 shares; 2025Q2: 23,990 shares; 2025Q3: 23,990 shares; 2025Q4: 24,785 shares; 2026Q1: 25,096 shares; 2026Q2: 25,096 shares 25,096 $739K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,975 shares; 2025Q1: 2,932 shares; 2025Q2: 2,599 shares; 2025Q3: 3,151 shares; 2025Q4: 2,720 shares; 2026Q1: 2,659 shares; 2026Q2: 2,599 shares 2,599 $703K 0.03% -60 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,678 shares; 2025Q1: 3,221 shares; 2025Q2: 3,336 shares; 2025Q3: 8,395 shares; 2025Q4: 8,173 shares; 2026Q1: 8,024 shares; 2026Q2: 7,483 shares 7,483 $679K 0.03% -541 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; 2024Q3: restricted; 2024Q4: 1,646 shares; 2025Q1: 1,647 shares; 2025Q2: 1,667 shares; 2025Q3: 1,719 shares; 2025Q4: 1,453 shares; 2026Q1: 1,433 shares; 2026Q2: 1,377 shares 1,377 $676K 0.03% -56 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,370 shares; 2025Q1: 13,577 shares; 2025Q2: 11,495 shares; 2025Q3: 12,742 shares; 2025Q4: 12,520 shares; 2026Q1: 12,524 shares; 2026Q2: 12,527 shares 12,527 $672K 0.03% +3 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,148 shares; 2026Q1: 13,148 shares; 2026Q2: 13,148 shares 13,148 $671K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,833 shares; 2025Q1: 2,728 shares; 2025Q2: 2,799 shares; 2025Q3: 2,766 shares; 2025Q4: 3,313 shares; 2026Q1: 3,374 shares; 2026Q2: 3,305 shares 3,305 $663K 0.03% -69 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,549 shares; 2025Q1: 6,746 shares; 2025Q2: 5,518 shares; 2025Q3: 5,820 shares; 2025Q4: 5,060 shares; 2026Q1: 5,161 shares; 2026Q2: 5,016 shares 5,016 $655K 0.03% -145 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 719 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 841 shares; 2025Q4: 839 shares; 2026Q1: 856 shares; 2026Q2: 838 shares 838 $640K 0.03% -18 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; 2024Q3: restricted; 2024Q4: 342 shares; 2025Q1: 346 shares; 2025Q2: 349 shares; 2025Q3: 619 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 631 shares 631 $638K 0.03% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,709 shares; 2025Q1: 5,305 shares; 2025Q2: 4,664 shares; 2025Q3: 5,533 shares; 2025Q4: 6,254 shares; 2026Q1: 6,355 shares; 2026Q2: 5,936 shares 5,936 $638K 0.03% -419 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,838 shares; 2025Q1: 16,237 shares; 2025Q2: 14,995 shares; 2025Q3: 16,010 shares; 2025Q4: 12,359 shares; 2026Q1: 11,253 shares; 2026Q2: 8,678 shares 8,678 $632K 0.02% -2,575 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 3,135 shares; 2026Q2: 3,135 shares 3,135 $626K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,510 shares; 2025Q1: 10,010 shares; 2025Q2: 8,845 shares; 2025Q3: 9,345 shares; 2025Q4: 9,070 shares; 2026Q1: 9,070 shares; 2026Q2: 9,070 shares 9,070 $608K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,375 shares; 2025Q1: 7,000 shares; 2025Q2: 6,810 shares; 2025Q3: 8,310 shares; 2025Q4: 8,210 shares; 2026Q1: 7,420 shares; 2026Q2: 7,310 shares 7,310 $607K 0.02% -110 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; 2024Q3: restricted; 2024Q4: 16,774 shares; 2025Q1: 16,774 shares; 2025Q2: 16,512 shares; 2025Q3: 16,512 shares; 2025Q4: 16,512 shares; 2026Q1: 16,395 shares; 2026Q2: 16,395 shares 16,395 $594K 0.02% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares; 2026Q2: 923 shares 923 $591K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,288 shares; 2025Q1: 3,289 shares; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares; 2025Q4: 3,257 shares; 2026Q1: 3,257 shares; 2026Q2: 3,108 shares 3,108 $576K 0.02% -149 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,895 shares; 2025Q1: 1,898 shares; 2025Q2: 1,908 shares; 2025Q3: 2,143 shares; 2025Q4: 2,171 shares; 2026Q1: 2,170 shares; 2026Q2: 2,262 shares 2,262 $562K 0.02% +92 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,165 shares; 2026Q1: 4,220 shares; 2026Q2: 4,220 shares 4,220 $558K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,143 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares 1,127 $545K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,018 shares; 2025Q1: 1,097 shares; 2025Q2: 1,066 shares; 2025Q3: 1,241 shares; 2025Q4: 1,474 shares; 2026Q1: 1,483 shares; 2026Q2: 1,487 shares 1,487 $538K 0.02% +4 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,141 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 2,341 shares; 2025Q4: 2,241 shares; 2026Q1: 2,026 shares; 2026Q2: 2,046 shares 2,046 $533K 0.02% +20 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; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 883 shares; 2025Q2: 887 shares; 2025Q3: 953 shares; 2025Q4: 1,203 shares; 2026Q1: 1,208 shares; 2026Q2: 1,249 shares 1,249 $532K 0.02% +41 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,247 shares; 2025Q2: 2,823 shares; 2025Q3: 4,896 shares; 2025Q4: 5,578 shares; 2026Q1: 5,598 shares; 2026Q2: 4,406 shares 4,406 $514K 0.02% -1,192 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 985 shares; 2025Q1: 986 shares; 2025Q2: 980 shares; 2025Q3: 955 shares; 2025Q4: 1,283 shares; 2026Q1: 1,287 shares; 2026Q2: 1,287 shares 1,287 $512K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 774 shares; 2025Q1: 664 shares; 2025Q2: 668 shares; 2025Q3: 812 shares; 2025Q4: 1,011 shares; 2026Q1: 1,001 shares; 2026Q2: 986 shares 986 $502K 0.02% -15 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,028 shares; 2025Q1: 1,823 shares; 2025Q2: 1,875 shares; 2025Q3: 1,871 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,680 shares 1,680 $501K 0.02% +120 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; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,133 shares; 2025Q2: not reported; 2025Q3: 5,435 shares; 2025Q4: 5,985 shares; 2026Q1: 5,985 shares; 2026Q2: 6,009 shares 6,009 $497K 0.02% +24 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; 2024Q3: restricted; 2024Q4: 35,231 shares; 2025Q1: 32,045 shares; 2025Q2: 27,068 shares; 2025Q3: 29,744 shares; 2025Q4: 21,813 shares; 2026Q1: 21,300 shares; 2026Q2: 20,116 shares 20,116 $494K 0.02% -1,184 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 14,820 shares 14,820 $491K 0.02% -5,180 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,863 shares; 2025Q4: 5,023 shares; 2026Q1: 5,023 shares; 2026Q2: 5,023 shares 5,023 $483K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,615 shares; 2025Q1: 3,460 shares; 2025Q2: 3,464 shares; 2025Q3: 3,456 shares; 2025Q4: 2,593 shares; 2026Q1: 2,476 shares; 2026Q2: 2,268 shares 2,268 $481K 0.02% -208 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 517 shares; 2026Q2: 1,601 shares 1,601 $458K 0.02% +1,084 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,795 shares; 2026Q1: 8,700 shares; 2026Q2: 8,700 shares 8,700 $453K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,413 shares; 2025Q1: 1,415 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 1,475 shares 1,475 $452K 0.02% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,767 shares; 2025Q3: 4,144 shares; 2025Q4: 4,846 shares; 2026Q1: 4,390 shares; 2026Q2: 4,390 shares 4,390 $447K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,018 shares; 2025Q1: 15,668 shares; 2025Q2: 13,785 shares; 2025Q3: 17,239 shares; 2025Q4: 18,358 shares; 2026Q1: 18,379 shares; 2026Q2: 18,379 shares 18,379 $443K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,595 shares; 2025Q1: 4,592 shares; 2025Q2: 4,650 shares; 2025Q3: 4,615 shares; 2025Q4: 4,378 shares; 2026Q1: 4,329 shares; 2026Q2: 4,330 shares 4,330 $443K 0.02% +1 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,459 shares; 2025Q1: 10,459 shares; 2025Q2: 9,491 shares; 2025Q3: 14,333 shares; 2025Q4: 14,333 shares; 2026Q1: 14,333 shares; 2026Q2: 13,945 shares 13,945 $442K 0.02% -388 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,322 shares; 2025Q1: 3,322 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 2,885 shares; 2026Q1: 2,885 shares; 2026Q2: 2,885 shares 2,885 $439K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,917 shares; 2025Q1: 5,821 shares; 2025Q2: 5,350 shares; 2025Q3: 5,521 shares; 2025Q4: 5,529 shares; 2026Q1: 5,313 shares; 2026Q2: 3,719 shares 3,719 $439K 0.02% -1,594 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,135 shares; 2026Q1: 1,963 shares; 2026Q2: 1,963 shares 1,963 $437K 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173 shares; 2026Q2: 190 shares 190 $432K 0.02% +17 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,602 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,771 shares; 2025Q4: 2,673 shares; 2026Q1: 2,671 shares; 2026Q2: 2,672 shares 2,672 $422K 0.02% +1 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; 2024Q3: restricted; 2024Q4: 6,313 shares; 2025Q1: 6,357 shares; 2025Q2: 6,294 shares; 2025Q3: 6,196 shares; 2025Q4: 6,199 shares; 2026Q1: 6,199 shares; 2026Q2: 5,185 shares 5,185 $421K 0.02% -1,014 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,150 shares; 2025Q1: 13,150 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares; 2026Q1: 14,400 shares; 2026Q2: 14,400 shares 14,400 $418K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258 shares; 2026Q1: 286 shares; 2026Q2: 301 shares 301 $410K 0.02% +15 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: 2,387 shares; 2025Q2: 2,391 shares; 2025Q3: 3,121 shares; 2025Q4: 3,124 shares; 2026Q1: 3,124 shares; 2026Q2: 3,102 shares 3,102 $408K 0.02% -22 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 142 shares; 2025Q2: 138 shares; 2025Q3: 159 shares; 2025Q4: 136 shares; 2026Q1: 119 shares; 2026Q2: 2,275 shares 2,275 $405K 0.02% +2,156 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,554 shares; 2025Q1: 3,609 shares; 2025Q2: 3,041 shares; 2025Q3: 2,983 shares; 2025Q4: 4,745 shares; 2026Q1: 5,068 shares; 2026Q2: 4,820 shares 4,820 $403K 0.02% -248 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; 2024Q3: restricted; 2024Q4: 1,781 shares; 2025Q1: 1,799 shares; 2025Q2: not reported; 2025Q3: 4,466 shares; 2025Q4: 4,466 shares; 2026Q1: 4,466 shares; 2026Q2: 4,313 shares 4,313 $398K 0.02% -153 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 509 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 505 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $396K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,407 shares; 2025Q1: 5,853 shares; 2025Q2: 5,683 shares; 2025Q3: 5,975 shares; 2025Q4: 5,155 shares; 2026Q1: 4,309 shares; 2026Q2: 3,175 shares 3,175 $395K 0.02% -1,134 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,997 shares; 2025Q1: 14,997 shares; 2025Q2: 14,997 shares; 2025Q3: 14,997 shares; 2025Q4: 14,997 shares; 2026Q1: 13,943 shares; 2026Q2: 10,694 shares 10,694 $394K 0.02% -3,249 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; 2024Q3: restricted; 2024Q4: 1,586 shares; 2025Q1: 1,587 shares; 2025Q2: 1,614 shares; 2025Q3: 1,965 shares; 2025Q4: 1,949 shares; 2026Q1: 1,934 shares; 2026Q2: 1,661 shares 1,661 $393K 0.02% -273 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,726 shares; 2025Q1: 3,639 shares; 2025Q2: 3,624 shares; 2025Q3: 5,573 shares; 2025Q4: 5,419 shares; 2026Q1: 5,271 shares; 2026Q2: 5,272 shares 5,272 $387K 0.02% +1 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 772 shares; 2026Q2: 772 shares 772 $386K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,168 shares; 2025Q1: 2,182 shares; 2025Q2: 2,279 shares; 2025Q3: 2,237 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares; 2026Q2: 2,189 shares 2,189 $386K 0.02% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,416 shares; 2025Q1: 7,404 shares; 2025Q2: 7,481 shares; 2025Q3: 7,423 shares; 2025Q4: 7,598 shares; 2026Q1: 7,598 shares; 2026Q2: 7,433 shares 7,433 $382K 0.02% -165 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 597 shares; 2026Q2: 530 shares 530 $382K 0.02% -67 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,547 shares; 2025Q1: 1,769 shares; 2025Q2: 2,471 shares; 2025Q3: 3,232 shares; 2025Q4: 4,057 shares; 2026Q1: 3,879 shares; 2026Q2: 3,979 shares 3,979 $381K 0.02% +100 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; 2024Q3: restricted; 2024Q4: 2,612 shares; 2025Q1: 2,750 shares; 2025Q2: 2,087 shares; 2025Q3: 2,512 shares; 2025Q4: 2,208 shares; 2026Q1: 2,108 shares; 2026Q2: 2,091 shares 2,091 $378K 0.01% -17 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $375K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 4,435 shares; 2025Q1: 4,464 shares; 2025Q2: 4,485 shares; 2025Q3: 5,715 shares; 2025Q4: 5,479 shares; 2026Q1: 6,842 shares; 2026Q2: 4,436 shares 4,436 $372K 0.01% -2,406 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares; 2026Q2: 2,407 shares 2,407 $371K 0.01% -133 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares; 2026Q1: 2,629 shares; 2026Q2: 2,629 shares 2,629 $368K 0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,545 shares; 2025Q1: 2,465 shares; 2025Q2: 2,468 shares; 2025Q3: 5,797 shares; 2025Q4: 5,798 shares; 2026Q1: 5,798 shares; 2026Q2: 5,798 shares 5,798 $352K 0.01% 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; 2024Q3: restricted; 2024Q4: 11,934 shares; 2025Q1: 11,934 shares; 2025Q2: 9,684 shares; 2025Q3: 9,684 shares; 2025Q4: 9,684 shares; 2026Q1: 9,684 shares; 2026Q2: 9,684 shares 9,684 $337K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,387 shares; 2025Q1: 2,505 shares; 2025Q2: not reported; 2025Q3: 3,931 shares; 2025Q4: 4,376 shares; 2026Q1: 4,378 shares; 2026Q2: 4,683 shares 4,683 $337K 0.01% +305 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,525 shares; 2025Q3: 28,525 shares; 2025Q4: 28,525 shares; 2026Q1: 19,657 shares; 2026Q2: 19,657 shares 19,657 $334K 0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,205 shares; 2025Q1: 4,208 shares; 2025Q2: 4,212 shares; 2025Q3: 4,212 shares; 2025Q4: 4,218 shares; 2026Q1: 4,788 shares; 2026Q2: 4,929 shares 4,929 $333K 0.01% +141 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 6,258 shares; 2025Q3: 6,258 shares; 2025Q4: 6,258 shares; 2026Q1: 5,742 shares; 2026Q2: 5,742 shares 5,742 $331K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 989 shares; 2026Q2: 989 shares 989 $331K 0.01% 0 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,695 shares; 2025Q1: 13,695 shares; 2025Q2: 14,495 shares; 2025Q3: 14,495 shares; 2025Q4: 14,825 shares; 2026Q1: 14,825 shares; 2026Q2: 14,825 shares 14,825 $331K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 327 shares; 2025Q2: 358 shares; 2025Q3: 341 shares; 2025Q4: 5,160 shares; 2026Q1: 5,560 shares; 2026Q2: 4,589 shares 4,589 $328K 0.01% -971 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,020 shares; 2025Q1: 9,020 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,730 shares; 2026Q1: 9,730 shares; 2026Q2: 9,730 shares 9,730 $326K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,408 shares; 2025Q4: 1,807 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares 1,645 $320K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,885 shares; 2026Q2: 3,885 shares 3,885 $320K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 8,783 shares; 2025Q1: 9,118 shares; 2025Q2: 9,118 shares; 2025Q3: 9,118 shares; 2025Q4: 10,823 shares; 2026Q1: 12,216 shares; 2026Q2: 8,153 shares 8,153 $316K 0.01% -4,063 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,227 shares; 2026Q1: 2,285 shares; 2026Q2: 2,570 shares 2,570 $312K 0.01% +285 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,941 shares; 2026Q2: 7,125 shares 7,125 $311K 0.01% +1,184 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,516 shares; 2025Q1: 11,584 shares; 2025Q2: 11,242 shares; 2025Q3: 12,117 shares; 2025Q4: 4,444 shares; 2026Q1: 4,046 shares; 2026Q2: 2,832 shares 2,832 $311K 0.01% -1,214 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,262 shares; 2026Q1: 1,262 shares; 2026Q2: 1,642 shares 1,642 $309K 0.01% +380 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 276 shares; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 672 shares 672 $308K 0.01% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,267 shares; 2025Q3: 2,000 shares; 2025Q4: 2,060 shares; 2026Q1: 1,819 shares; 2026Q2: 1,819 shares 1,819 $305K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,153 shares; 2025Q1: 4,923 shares; 2025Q2: 4,854 shares; 2025Q3: 4,827 shares; 2025Q4: 4,634 shares; 2026Q1: 6,965 shares; 2026Q2: 6,520 shares 6,520 $304K 0.01% -445 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,726 shares; 2025Q4: 2,393 shares; 2026Q1: 2,393 shares; 2026Q2: 2,393 shares 2,393 $302K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,632 shares; 2026Q1: 7,477 shares; 2026Q2: 8,829 shares 8,829 $294K 0.01% +1,352 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,712 shares; 2025Q1: 1,923 shares; 2025Q2: 3,153 shares; 2025Q3: 4,570 shares; 2025Q4: 3,306 shares; 2026Q1: 3,304 shares; 2026Q2: 3,309 shares 3,309 $288K 0.01% +5 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,857 shares; 2025Q4: 7,896 shares; 2026Q1: 7,913 shares; 2026Q2: 7,780 shares 7,780 $286K 0.01% -133 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $285K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,632 shares; 2025Q3: 5,757 shares; 2025Q4: 6,067 shares; 2026Q1: 5,402 shares; 2026Q2: 5,402 shares 5,402 $283K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: not reported; 2025Q3: 2,727 shares; 2025Q4: 2,732 shares; 2026Q1: 2,238 shares; 2026Q2: 2,240 shares 2,240 $279K 0.01% +2 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,687 shares; 2025Q1: 1,803 shares; 2025Q2: 1,850 shares; 2025Q3: 1,768 shares; 2025Q4: 2,367 shares; 2026Q1: 1,618 shares; 2026Q2: 1,874 shares 1,874 $275K 0.01% +256 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,246 shares; 2025Q1: 3,100 shares; 2025Q2: 2,763 shares; 2025Q3: 2,809 shares; 2025Q4: 2,086 shares; 2026Q1: 2,049 shares; 2026Q2: 1,909 shares 1,909 $268K 0.01% -140 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $267K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $267K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,738 shares; 2025Q1: 1,741 shares; 2025Q2: 1,897 shares; 2025Q3: 2,609 shares; 2025Q4: 2,460 shares; 2026Q1: 2,462 shares; 2026Q2: 2,464 shares 2,464 $264K 0.01% +2 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,601 shares; 2026Q1: 3,601 shares; 2026Q2: 3,601 shares 3,601 $264K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,293 shares; 2025Q1: 5,679 shares; 2025Q2: 5,862 shares; 2025Q3: 6,473 shares; 2025Q4: 3,474 shares; 2026Q1: 3,124 shares; 2026Q2: 2,265 shares 2,265 $261K 0.01% -859 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,913 shares; 2025Q4: 1,926 shares; 2026Q1: 1,862 shares; 2026Q2: 2,157 shares 2,157 $253K 0.01% +295 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,378 shares; 2026Q1: 2,336 shares; 2026Q2: 2,338 shares 2,338 $252K 0.01% +2 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 696 shares; 2025Q2: not reported; 2025Q3: 1,071 shares; 2025Q4: 2,122 shares; 2026Q1: 2,124 shares; 2026Q2: 2,127 shares 2,127 $249K 0.01% +3 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,627 shares; 2026Q1: 6,627 shares; 2026Q2: 6,627 shares 6,627 $247K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,401 shares; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 1,186 shares; 2026Q1: 1,186 shares; 2026Q2: 1,159 shares 1,159 $247K 0.01% -27 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares 1,675 $245K 0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,808 shares; 2026Q2: 1,808 shares 1,808 $243K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: 596 shares; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,085 shares 1,085 $242K 0.01% +1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,038 shares; 2025Q2: 1,986 shares; 2025Q3: 2,460 shares; 2025Q4: 2,004 shares; 2026Q1: 1,379 shares; 2026Q2: 1,416 shares 1,416 $239K 0.01% +37 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 573 shares; 2026Q2: 573 shares 573 $238K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $237K 0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $236K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $234K 0.01% 0 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,045 shares; 2026Q2: 3,045 shares 3,045 $232K 0.01% 0 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,611 shares; 2026Q1: 11,374 shares; 2026Q2: 11,374 shares 11,374 $226K 0.01% 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; 2024Q3: restricted; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,060 shares; 2026Q1: 4,345 shares; 2026Q2: 4,205 shares 4,205 $225K 0.01% -140 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,098 shares; 2025Q1: 1,048 shares; 2025Q2: 1,054 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 941 shares; 2026Q2: 941 shares 941 $224K 0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,066 shares; 2026Q2: 3,066 shares 3,066 $222K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,614 shares; 2025Q1: 2,631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,851 shares; 2026Q2: 2,902 shares 2,902 $216K 0.01% +51 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,482 shares; 2026Q2: 1,492 shares 1,492 $213K 0.01% +10 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,145 shares; 2025Q1: 3,145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,045 shares; 2026Q1: 2,805 shares; 2026Q2: 2,806 shares 2,806 $212K 0.01% +1 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,524 shares; 2026Q2: 1,597 shares 1,597 $212K 0.01% +73 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 253 shares; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $210K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,497 shares; 2025Q1: 2,406 shares; 2025Q2: 2,303 shares; 2025Q3: 3,045 shares; 2025Q4: 2,853 shares; 2026Q1: 2,533 shares; 2026Q2: 2,180 shares 2,180 $210K 0.01% -353 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249 shares; 2026Q2: 294 shares 294 $207K 0.01% +45 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,124 shares; 2025Q1: 8,124 shares; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares; 2025Q4: 8,344 shares; 2026Q1: 8,344 shares; 2026Q2: 8,344 shares 8,344 $206K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,055 shares; 2026Q2: 2,054 shares 2,054 $204K 0.01% -1 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,582 shares; 2026Q2: 1,606 shares 1,606 $203K 0.01% +24 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $203K 0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,226 shares; 2025Q1: 2,226 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,226 shares; 2026Q2: 2,226 shares 2,226 $202K 0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $201K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,799 shares; 2025Q2: 12,072 shares; 2025Q3: 12,290 shares; 2025Q4: 14,050 shares; 2026Q1: 14,055 shares; 2026Q2: 14,090 shares 14,090 $196K 0.01% +35 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,425 shares; 2026Q2: 7,125 shares 7,125 $195K 0.01% +5,700 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,724 shares; 2026Q1: 7,724 shares; 2026Q2: 6,690 shares 6,690 $194K 0.01% -1,034 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $193K 0.01% 0 Timeline AVLC 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $193K 0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,582 shares; 2026Q2: 4,619 shares 4,619 $191K 0.01% +37 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares; 2026Q2: 1,992 shares 1,992 $188K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 685 shares; 2026Q2: 640 shares 640 $187K 0.01% -45 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,647 shares; 2026Q2: 3,317 shares 3,317 $187K 0.01% -330 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,582 shares; 2025Q1: 1,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,824 shares; 2026Q1: 4,458 shares; 2026Q2: 4,270 shares 4,270 $184K 0.01% -188 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 497 shares; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares; 2026Q2: 1,166 shares 1,166 $183K 0.01% -124 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 902 shares; 2025Q1: 905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,530 shares; 2026Q2: 1,537 shares 1,537 $181K 0.01% +7 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 543 shares; 2026Q2: 283 shares 283 $181K 0.01% -260 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,180 shares; 2025Q1: 1,574 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares 1,136 $180K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,739 shares; 2025Q1: 2,653 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,010 shares; 2026Q2: 2,036 shares 2,036 $179K 0.01% +26 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,904 shares; 2026Q2: 1,919 shares 1,919 $178K 0.01% +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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,293 shares; 2026Q2: 1,293 shares 1,293 $177K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 868 shares; 2026Q2: 868 shares 868 $175K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $175K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767 shares 767 $172K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 426 shares; 2025Q2: 443 shares; 2025Q3: 669 shares; 2025Q4: 650 shares; 2026Q1: 654 shares; 2026Q2: 656 shares 656 $171K 0.01% +2 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 995 shares; 2025Q1: 951 shares; 2025Q2: 1,189 shares; 2025Q3: 1,221 shares; 2025Q4: 1,043 shares; 2026Q1: 901 shares; 2026Q2: 822 shares 822 $169K 0.01% -79 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $168K 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,637 shares; 2026Q2: 1,643 shares 1,643 $168K 0.01% +6 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares; 2026Q2: 1,952 shares 1,952 $167K 0.01% -41 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 561 shares; 2026Q2: 561 shares 561 $163K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,455 shares; 2025Q1: 1,380 shares; 2025Q2: 1,383 shares; 2025Q3: 1,375 shares; 2025Q4: 1,361 shares; 2026Q1: 1,361 shares; 2026Q2: 1,096 shares 1,096 $163K 0.01% -265 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; 2024Q3: restricted; 2024Q4: 6,170 shares; 2025Q1: 6,386 shares; 2025Q2: 4,201 shares; 2025Q3: 4,866 shares; 2025Q4: not reported; 2026Q1: 1,651 shares; 2026Q2: 1,246 shares 1,246 $162K 0.01% -405 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 694 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 574 shares; 2026Q2: 574 shares 574 $155K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,245 shares; 2026Q1: 1,422 shares; 2026Q2: 1,357 shares 1,357 $155K 0.01% -65 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $151K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 411 shares; 2026Q2: 411 shares 411 $151K 0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,305 shares; 2026Q2: 6,495 shares 6,495 $150K 0.01% +190 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,388 shares; 2026Q2: 4,403 shares 4,403 $149K 0.01% +15 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,730 shares; 2026Q2: 2,580 shares 2,580 $149K 0.01% -150 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,137 shares; 2026Q2: 2,137 shares 2,137 $149K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 929 shares; 2025Q1: 931 shares; 2025Q2: 933 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 926 shares 926 $147K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares; 2026Q2: 596 shares 596 $147K 0.01% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562 $145K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 567 shares 567 $144K 0.01% -115 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,890 shares; 2026Q2: 6,890 shares 6,890 $144K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387 shares; 2026Q2: 387 shares 387 $142K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,535 shares; 2026Q2: 1,535 shares 1,535 $141K 0.01% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,518 shares; 2026Q2: 1,100 shares 1,100 $140K 0.01% -418 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301 shares; 2026Q2: 301 shares 301 $139K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,268 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,724 shares; 2026Q2: 3,724 shares 3,724 $138K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142 shares 142 $137K 0.01% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares 1,138 $136K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares 1,142 $136K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,654 shares; 2026Q2: 1,654 shares 1,654 $136K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,305 shares; 2026Q2: 1,305 shares 1,305 $133K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 445 shares; 2026Q2: 445 shares 445 $133K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,831 shares; 2026Q2: 1,731 shares 1,731 $131K 0.01% -100 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; 2024Q3: restricted; 2024Q4: 2,525 shares; 2025Q1: 2,501 shares; 2025Q2: 2,509 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $131K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: 330 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $131K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 177 shares; 2025Q1: 173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,285 shares; 2026Q2: 1,308 shares 1,308 $130K 0.01% +23 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,738 shares; 2026Q2: 1,688 shares 1,688 $128K 0.01% -50 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,850 shares; 2026Q1: 11,349 shares; 2026Q2: 11,349 shares 11,349 $127K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,998 shares; 2026Q2: 1,332 shares 1,332 $126K <0.01% -666 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,003 shares; 2025Q1: 16,215 shares; 2025Q2: 15,559 shares; 2025Q3: 17,680 shares; 2025Q4: 5,644 shares; 2026Q1: 2,650 shares; 2026Q2: 1,274 shares 1,274 $126K <0.01% -1,376 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $122K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,439 shares; 2025Q1: 1,398 shares; 2025Q2: not reported; 2025Q3: 2,363 shares; 2025Q4: not reported; 2026Q1: 1,953 shares; 2026Q2: 1,690 shares 1,690 $121K <0.01% -263 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 540 shares 540 $118K <0.01% -260 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,946 shares; 2026Q2: 1,946 shares 1,946 $118K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,924 shares 4,924 $118K <0.01% new Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,215 shares; 2026Q2: 2,215 shares 2,215 $118K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares; 2026Q2: 801 shares 801 $117K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,230 shares; 2026Q2: 788 shares 788 $116K <0.01% -442 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,717 shares; 2025Q1: 1,736 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares; 2026Q2: 1,120 shares 1,120 $116K <0.01% +75 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,113 shares; 2025Q1: 9,128 shares; 2025Q2: 9,031 shares; 2025Q3: 9,467 shares; 2025Q4: 4,665 shares; 2026Q1: 3,022 shares; 2026Q2: 1,230 shares 1,230 $116K <0.01% -1,792 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,575 shares 2,575 $116K <0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 662 shares; 2025Q1: 666 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares; 2026Q2: 641 shares 641 $115K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,555 shares; 2026Q2: 1,465 shares 1,465 $114K <0.01% -90 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,143 shares 1,143 $112K <0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,998 shares; 2026Q2: 1,332 shares 1,332 $111K <0.01% -666 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $111K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 217 shares; 2026Q2: 221 shares 221 $111K <0.01% +4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,294 shares 1,294 $111K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $110K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 406 shares 406 $109K <0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 668 shares 668 $107K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,232 shares; 2026Q2: 2,232 shares 2,232 $107K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,818 shares; 2026Q2: 1,656 shares 1,656 $106K <0.01% -162 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 549 shares; 2025Q1: 553 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $106K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares; 2026Q2: 723 shares 723 $106K <0.01% -55 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $105K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,145 shares 1,145 $104K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,450 shares; 2025Q1: 5,827 shares; 2025Q2: 5,662 shares; 2025Q3: 6,203 shares; 2025Q4: not reported; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares 1,965 $103K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares 450 $102K <0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 228 shares; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $102K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,174 shares 1,174 $102K <0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 280 shares 280 $101K <0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,137 shares; 2026Q2: 3,137 shares 3,137 $100K <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 15,725 shares; 2025Q4: 15,725 shares; 2026Q1: 15,725 shares; 2026Q2: 15,725 shares 15,725 $76.1K <0.01% 0 Timeline