VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 256,067 shares; 2025Q1: 298,745 shares; 2025Q2: 323,910 shares; 2025Q3: 361,733 shares; 2025Q4: 405,650 shares; 2026Q1: 432,060 shares 432,060 $21.6M 4.77% +26,410 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,066 shares; 2024Q4: 94,129 shares; 2025Q1: 93,802 shares; 2025Q2: 95,069 shares; 2025Q3: 95,711 shares; 2025Q4: 96,315 shares; 2026Q1: 97,666 shares 97,666 $21M 4.64% +1,351 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,595 shares; 2024Q4: 318,786 shares; 2025Q1: 293,041 shares; 2025Q2: 285,002 shares; 2025Q3: 305,566 shares; 2025Q4: 321,697 shares; 2026Q1: 339,430 shares 339,430 $20.2M 4.47% +17,733 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,177 shares; 2024Q4: 115,666 shares; 2025Q1: 118,882 shares; 2025Q2: 118,120 shares; 2025Q3: 115,367 shares; 2025Q4: 114,846 shares; 2026Q1: 114,845 shares 114,845 $16.3M 3.61% -1 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,100 shares; 2024Q4: 34,955 shares; 2025Q1: 34,834 shares; 2025Q2: 35,477 shares; 2025Q3: 35,299 shares; 2025Q4: 34,754 shares; 2026Q1: 35,590 shares 35,590 $15.5M 3.44% +836 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 153,379 shares; 2025Q4: 165,892 shares; 2026Q1: 176,465 shares 176,465 $13.7M 3.02% +10,573 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,403 shares; 2024Q4: 297,266 shares; 2025Q1: 306,042 shares; 2025Q2: 278,489 shares; 2025Q3: 270,523 shares; 2025Q4: 275,014 shares; 2026Q1: 273,612 shares 273,612 $13.3M 2.93% -1,402 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,438 shares; 2024Q4: 185,785 shares; 2025Q1: 194,771 shares; 2025Q2: 200,326 shares; 2025Q3: 223,267 shares; 2025Q4: 246,253 shares; 2026Q1: 255,549 shares 255,549 $12.3M 2.71% +9,296 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,863 shares; 2024Q4: 36,027 shares; 2025Q1: 36,835 shares; 2025Q2: 37,114 shares; 2025Q3: 36,640 shares; 2025Q4: 37,299 shares; 2026Q1: 38,663 shares 38,663 $9.95M 2.2% +1,364 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,814 shares; 2024Q4: 186,526 shares; 2025Q1: 192,704 shares; 2025Q2: 194,341 shares; 2025Q3: 197,580 shares; 2025Q4: 200,151 shares; 2026Q1: 203,556 shares 203,556 $9.41M 2.08% +3,405 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,678 shares; 2024Q4: 71,213 shares; 2025Q1: 72,466 shares; 2025Q2: 73,530 shares; 2025Q3: 74,113 shares; 2025Q4: 75,785 shares; 2026Q1: 77,180 shares 77,180 $6.83M 1.51% +1,395 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,647 shares; 2024Q4: 180,880 shares; 2025Q1: 187,820 shares; 2025Q2: 188,157 shares; 2025Q3: 196,429 shares; 2025Q4: 199,886 shares; 2026Q1: 199,094 shares 199,094 $6.7M 1.48% -792 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,499 shares; 2024Q4: 99,617 shares; 2025Q1: 101,301 shares; 2025Q2: 100,332 shares; 2025Q3: 100,792 shares; 2025Q4: 102,323 shares; 2026Q1: 101,097 shares 101,097 $6.46M 1.43% -1,226 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,604 shares; 2024Q4: 25,645 shares; 2025Q1: 24,686 shares; 2025Q2: 23,685 shares; 2025Q3: 24,539 shares; 2025Q4: 24,606 shares; 2026Q1: 25,082 shares 25,082 $6.37M 1.41% +476 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,774 shares; 2024Q4: 16,637 shares; 2025Q1: 15,577 shares; 2025Q2: 16,764 shares; 2025Q3: 16,574 shares; 2025Q4: 16,407 shares; 2026Q1: 16,263 shares 16,263 $6.02M 1.33% -144 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,764 shares; 2024Q4: 213,726 shares; 2025Q1: 224,685 shares; 2025Q2: 234,422 shares; 2025Q3: 259,699 shares; 2025Q4: 274,464 shares; 2026Q1: 290,687 shares 290,687 $5.98M 1.32% +16,223 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,870 shares; 2024Q4: 265,857 shares; 2025Q1: 281,173 shares; 2025Q2: 297,073 shares; 2025Q3: 325,452 shares; 2025Q4: 342,512 shares; 2026Q1: 361,721 shares 361,721 $5.95M 1.32% +19,209 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,947 shares; 2024Q4: 251,233 shares; 2025Q1: 266,797 shares; 2025Q2: 285,094 shares; 2025Q3: 311,763 shares; 2025Q4: 330,671 shares; 2026Q1: 354,188 shares 354,188 $5.92M 1.31% +23,517 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,251 shares; 2024Q4: 222,108 shares; 2025Q1: 236,003 shares; 2025Q2: 251,683 shares; 2025Q3: 276,710 shares; 2025Q4: 292,826 shares; 2026Q1: 311,093 shares 311,093 $5.81M 1.28% +18,267 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,603 shares; 2024Q4: 201,184 shares; 2025Q1: 206,097 shares; 2025Q2: 206,604 shares; 2025Q3: 231,984 shares; 2025Q4: 250,270 shares; 2026Q1: 265,879 shares 265,879 $5.62M 1.24% +15,609 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 78,905 shares; 2025Q1: 126,244 shares; 2025Q2: 163,470 shares; 2025Q3: 199,762 shares; 2025Q4: 245,014 shares; 2026Q1: 269,234 shares 269,234 $5.57M 1.23% +24,220 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,136 shares; 2024Q4: 81,767 shares; 2025Q1: 77,787 shares; 2025Q2: 76,029 shares; 2025Q3: 75,537 shares; 2025Q4: 74,101 shares; 2026Q1: 71,659 shares 71,659 $5.41M 1.2% -2,442 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,974 shares; 2024Q4: 90,093 shares; 2025Q1: 93,290 shares; 2025Q2: 92,500 shares; 2025Q3: 93,268 shares; 2025Q4: 97,333 shares; 2026Q1: 98,046 shares 98,046 $5.17M 1.14% +713 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,235 shares; 2025Q3: 28,363 shares; 2025Q4: 143,278 shares; 2026Q1: 186,006 shares 186,006 $4.77M 1.05% +42,728 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,985 shares; 2024Q4: 51,526 shares; 2025Q1: 52,198 shares; 2025Q2: 52,762 shares; 2025Q3: 53,210 shares; 2025Q4: 53,698 shares; 2026Q1: 53,675 shares 53,675 $4.42M 0.98% -23 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,834 shares; 2024Q4: 71,791 shares; 2025Q1: 69,296 shares; 2025Q2: 68,370 shares; 2025Q3: 68,302 shares; 2025Q4: 67,177 shares; 2026Q1: 66,492 shares 66,492 $4.39M 0.97% -685 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,068 shares; 2024Q4: 77,903 shares; 2025Q1: 78,598 shares; 2025Q2: 84,148 shares; 2025Q3: 91,066 shares; 2025Q4: 95,282 shares; 2026Q1: 97,618 shares 97,618 $4.01M 0.89% +2,336 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,726 shares; 2024Q4: 82,911 shares; 2025Q1: 86,646 shares; 2025Q2: 84,340 shares; 2025Q3: 95,054 shares; 2025Q4: 96,042 shares; 2026Q1: 92,901 shares 92,901 $3.94M 0.87% -3,141 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,339 shares; 2024Q4: 8,373 shares; 2025Q1: 8,372 shares; 2025Q2: 8,022 shares; 2025Q3: 8,087 shares; 2025Q4: 8,001 shares; 2026Q1: 7,995 shares 7,995 $3.83M 0.85% -6 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,368 shares; 2024Q4: 19,515 shares; 2025Q1: 20,084 shares; 2025Q2: 19,999 shares; 2025Q3: 20,356 shares; 2025Q4: 20,391 shares; 2026Q1: 20,742 shares 20,742 $3.62M 0.8% +351 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.79% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,569 shares; 2024Q4: 20,697 shares; 2025Q1: 20,290 shares; 2025Q2: 21,828 shares; 2025Q3: 21,314 shares; 2025Q4: 21,164 shares; 2026Q1: 21,016 shares 21,016 $3.57M 0.79% -148 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,455 shares; 2024Q4: 50,455 shares; 2025Q1: 51,030 shares; 2025Q2: 50,942 shares; 2025Q3: 52,013 shares; 2025Q4: 56,132 shares; 2026Q1: 58,038 shares 58,038 $3.49M 0.77% +1,906 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; 2024Q2: restricted; 2024Q3: 43,951 shares; 2024Q4: 126,541 shares; 2025Q1: 139,156 shares; 2025Q2: 131,409 shares; 2025Q3: 132,134 shares; 2025Q4: 132,019 shares; 2026Q1: 131,109 shares 131,109 $3.27M 0.72% -910 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,911 shares; 2024Q4: 32,783 shares; 2025Q1: 33,273 shares; 2025Q2: 33,024 shares; 2025Q3: 32,443 shares; 2025Q4: 32,753 shares; 2026Q1: 32,245 shares 32,245 $3.15M 0.7% -508 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 3,876 shares; 2025Q1: 3,442 shares; 2025Q2: 19,650 shares; 2025Q3: 26,463 shares; 2025Q4: 35,158 shares; 2026Q1: 37,903 shares 37,903 $3.11M 0.69% +2,745 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,440 shares; 2024Q4: 36,566 shares; 2025Q1: 73,463 shares; 2025Q2: 69,659 shares; 2025Q3: 66,283 shares; 2025Q4: 68,068 shares; 2026Q1: 59,823 shares 59,823 $3.01M 0.67% -8,245 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,043 shares; 2024Q4: 208,788 shares; 2025Q1: 220,936 shares; 2025Q2: 122,772 shares; 2025Q3: 132,022 shares; 2025Q4: 141,562 shares; 2026Q1: 152,758 shares 152,758 $3M 0.66% +11,196 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,238 shares; 2024Q4: 204,911 shares; 2025Q1: 217,215 shares; 2025Q2: 119,132 shares; 2025Q3: 127,263 shares; 2025Q4: 134,903 shares; 2026Q1: 145,217 shares 145,217 $2.97M 0.66% +10,314 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,933 shares; 2024Q4: 8,755 shares; 2025Q1: 8,615 shares; 2025Q2: 10,308 shares; 2025Q3: 10,239 shares; 2025Q4: 9,718 shares; 2026Q1: 9,915 shares 9,915 $2.92M 0.64% +197 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,547 shares; 2024Q4: 90,654 shares; 2025Q1: 89,204 shares; 2025Q2: 89,204 shares; 2025Q3: 89,204 shares; 2025Q4: 88,939 shares; 2026Q1: 88,639 shares 88,639 $2.87M 0.64% -300 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,085 shares; 2024Q4: 208,449 shares; 2025Q1: 220,077 shares; 2025Q2: 119,902 shares; 2025Q3: 128,835 shares; 2025Q4: 137,673 shares; 2026Q1: 147,036 shares 147,036 $2.87M 0.63% +9,363 Timeline IBIE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,427 shares; 2025Q3: 98,352 shares; 2025Q4: 105,108 shares; 2026Q1: 108,907 shares 108,907 $2.86M 0.63% +3,799 Timeline IBID ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,636 shares; 2025Q3: 98,776 shares; 2025Q4: 105,972 shares; 2026Q1: 108,663 shares 108,663 $2.84M 0.63% +2,691 Timeline IBIC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,244 shares; 2025Q3: 97,649 shares; 2025Q4: 104,139 shares; 2026Q1: 102,743 shares 102,743 $2.66M 0.59% -1,396 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 7,527 shares; 2025Q1: 7,520 shares; 2025Q2: 7,640 shares; 2025Q3: 8,852 shares; 2025Q4: 8,794 shares; 2026Q1: 8,891 shares 8,891 $2.56M 0.57% +97 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: 8,905 shares; 2025Q1: 8,985 shares; 2025Q2: 42,786 shares; 2025Q3: 72,516 shares; 2025Q4: 91,858 shares; 2026Q1: 102,848 shares 102,848 $2.49M 0.55% +10,990 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,129 shares; 2024Q4: 31,664 shares; 2025Q1: 36,508 shares; 2025Q2: 42,723 shares; 2025Q3: 42,458 shares; 2025Q4: 44,613 shares; 2026Q1: 48,095 shares 48,095 $2.41M 0.53% +3,482 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 8,699 shares; 2025Q1: 8,836 shares; 2025Q2: 9,791 shares; 2025Q3: 9,759 shares; 2025Q4: 9,792 shares; 2026Q1: 9,784 shares 9,784 $2.39M 0.53% -8 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,923 shares; 2024Q4: 17,285 shares; 2025Q1: 17,745 shares; 2025Q2: 17,046 shares; 2025Q3: 16,646 shares; 2025Q4: 16,419 shares; 2026Q1: 16,307 shares 16,307 $2.22M 0.49% -112 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 4,839 shares; 2025Q1: 5,051 shares; 2025Q2: 5,885 shares; 2025Q3: 5,833 shares; 2025Q4: 5,817 shares; 2026Q1: 7,197 shares 7,197 $2.04M 0.45% +1,380 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,869 shares; 2024Q4: 24,669 shares; 2025Q1: 17,684 shares; 2025Q2: 17,529 shares; 2025Q3: 20,409 shares; 2025Q4: 17,477 shares; 2026Q1: 17,442 shares 17,442 $1.96M 0.43% -35 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 5,597 shares; 2025Q1: 5,490 shares; 2025Q2: 5,916 shares; 2025Q3: 6,388 shares; 2025Q4: 6,470 shares; 2026Q1: 6,566 shares 6,566 $1.88M 0.42% +96 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,150 shares; 2024Q4: 42,645 shares; 2025Q1: 40,205 shares; 2025Q2: 40,640 shares; 2025Q3: 39,262 shares; 2025Q4: 38,482 shares; 2026Q1: 38,378 shares 38,378 $1.8M 0.4% -104 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,310 shares; 2025Q1: 5,333 shares; 2025Q2: 5,496 shares; 2025Q3: 5,579 shares; 2025Q4: 5,548 shares; 2026Q1: 5,523 shares 5,523 $1.71M 0.38% -25 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,568 shares; 2024Q4: 35,963 shares; 2025Q1: 33,707 shares; 2025Q2: 29,516 shares; 2025Q3: 26,674 shares; 2025Q4: 25,869 shares; 2026Q1: 26,349 shares 26,349 $1.65M 0.36% +480 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 5,830 shares; 2025Q1: 5,811 shares; 2025Q2: 5,526 shares; 2025Q3: 5,496 shares; 2025Q4: 5,463 shares; 2026Q1: 5,428 shares 5,428 $1.56M 0.34% -35 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 6,296 shares; 2025Q1: 6,196 shares; 2025Q2: 6,342 shares; 2025Q3: 7,120 shares; 2025Q4: 7,176 shares; 2026Q1: 7,416 shares 7,416 $1.54M 0.34% +240 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,885 shares; 2024Q4: 56,655 shares; 2025Q1: 56,635 shares; 2025Q2: 55,615 shares; 2025Q3: 55,605 shares; 2025Q4: 54,205 shares; 2026Q1: 53,935 shares 53,935 $1.5M 0.33% -270 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 4,215 shares; 2025Q1: 4,206 shares; 2025Q2: 4,495 shares; 2025Q3: 4,513 shares; 2025Q4: 4,362 shares; 2026Q1: 4,534 shares 4,534 $1.49M 0.33% +172 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,355 shares; 2024Q4: 31,305 shares; 2025Q1: 31,305 shares; 2025Q2: 31,305 shares; 2025Q3: 31,305 shares; 2025Q4: 31,305 shares; 2026Q1: 31,305 shares 31,305 $1.49M 0.33% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,195 shares; 2025Q1: 1,246 shares; 2025Q2: 1,485 shares; 2025Q3: 1,411 shares; 2025Q4: 1,403 shares; 2026Q1: 1,677 shares 1,677 $1.46M 0.32% +274 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,876 shares; 2024Q4: 32,736 shares; 2025Q1: 32,104 shares; 2025Q2: 32,129 shares; 2025Q3: 29,722 shares; 2025Q4: 27,024 shares; 2026Q1: 32,087 shares 32,087 $1.46M 0.32% +5,063 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,038 shares; 2024Q4: 18,101 shares; 2025Q1: 18,053 shares; 2025Q2: 18,026 shares; 2025Q3: 17,985 shares; 2025Q4: 18,065 shares; 2026Q1: 17,971 shares 17,971 $1.44M 0.32% -94 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 12,347 shares; 2025Q1: 12,227 shares; 2025Q2: 12,212 shares; 2025Q3: 12,212 shares; 2025Q4: 11,643 shares; 2026Q1: 10,823 shares 10,823 $1.43M 0.32% -820 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,183 shares; 2025Q1: 2,199 shares; 2025Q2: 2,391 shares; 2025Q3: 2,473 shares; 2025Q4: 2,001 shares; 2026Q1: 2,003 shares 2,003 $1.42M 0.31% +2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 4,043 shares; 2025Q1: 3,853 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 4,179 shares; 2026Q1: 4,245 shares 4,245 $1.39M 0.31% +66 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,507 shares; 2025Q1: 4,375 shares; 2025Q2: 4,125 shares; 2025Q3: 4,149 shares; 2025Q4: 4,154 shares; 2026Q1: 4,061 shares 4,061 $1.37M 0.3% -93 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,049 shares; 2024Q4: 19,480 shares; 2025Q1: 19,311 shares; 2025Q2: 17,551 shares; 2025Q3: 17,186 shares; 2025Q4: 17,045 shares; 2026Q1: 16,800 shares 16,800 $1.37M 0.3% -245 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,001 shares; 2024Q4: 17,401 shares; 2025Q1: 16,488 shares; 2025Q2: 17,048 shares; 2025Q3: 16,957 shares; 2025Q4: 16,959 shares; 2026Q1: 16,886 shares 16,886 $1.31M 0.29% -73 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 2,876 shares; 2025Q1: 2,876 shares; 2025Q2: 2,876 shares; 2025Q3: 2,924 shares; 2025Q4: 2,790 shares; 2026Q1: 3,022 shares 3,022 $1.29M 0.28% +232 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 4,951 shares; 2025Q1: 4,966 shares; 2025Q2: 5,210 shares; 2025Q3: 5,165 shares; 2025Q4: 5,125 shares; 2026Q1: 5,276 shares 5,276 $1.28M 0.28% +151 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 952 shares; 2025Q1: 1,167 shares; 2025Q2: 1,141 shares; 2025Q3: 1,333 shares; 2025Q4: 1,380 shares; 2026Q1: 1,387 shares 1,387 $1.28M 0.28% +7 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,841 shares; 2024Q4: 33,233 shares; 2025Q1: 26,551 shares; 2025Q2: 20,227 shares; 2025Q3: 18,604 shares; 2025Q4: 18,481 shares; 2026Q1: 17,666 shares 17,666 $1.27M 0.28% -815 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,988 shares; 2024Q4: 8,854 shares; 2025Q1: 8,120 shares; 2025Q2: 8,562 shares; 2025Q3: 8,346 shares; 2025Q4: 7,829 shares; 2026Q1: 8,255 shares 8,255 $1.19M 0.26% +426 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,145 shares; 2024Q4: 20,050 shares; 2025Q1: 20,730 shares; 2025Q2: 21,443 shares; 2025Q3: 23,974 shares; 2025Q4: 23,734 shares; 2026Q1: 27,329 shares 27,329 $1.16M 0.26% +3,595 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 4,856 shares; 2025Q1: 4,995 shares; 2025Q2: 5,293 shares; 2025Q3: 5,295 shares; 2025Q4: 4,928 shares; 2026Q1: 5,180 shares 5,180 $1.07M 0.24% +252 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,496 shares; 2024Q4: 5,542 shares; 2025Q1: 5,587 shares; 2025Q2: 6,852 shares; 2025Q3: 7,382 shares; 2025Q4: 6,765 shares; 2026Q1: 7,125 shares 7,125 $1.05M 0.23% +360 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 4,679 shares; 2025Q1: 4,669 shares; 2025Q2: 4,729 shares; 2025Q3: 4,807 shares; 2025Q4: 4,817 shares; 2026Q1: 4,818 shares 4,818 $1.05M 0.23% +1 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,238 shares; 2024Q4: 33,956 shares; 2025Q1: 35,053 shares; 2025Q2: 36,624 shares; 2025Q3: 37,047 shares; 2025Q4: 36,210 shares; 2026Q1: 35,602 shares 35,602 $1000K 0.22% -608 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,452 shares; 2024Q4: 18,816 shares; 2025Q1: 16,863 shares; 2025Q2: 17,357 shares; 2025Q3: 19,672 shares; 2025Q4: 19,740 shares; 2026Q1: 19,859 shares 19,859 $968K 0.21% +119 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,568 shares; 2024Q4: 101,009 shares; 2025Q1: 106,957 shares; 2025Q2: 110,957 shares; 2025Q3: 9,399 shares; 2025Q4: 9,399 shares; 2026Q1: 9,448 shares 9,448 $938K 0.21% +49 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,515 shares; 2025Q1: 4,507 shares; 2025Q2: 4,768 shares; 2025Q3: 4,769 shares; 2025Q4: 4,723 shares; 2026Q1: 4,758 shares 4,758 $918K 0.2% +35 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 8,018 shares; 2025Q1: 7,542 shares; 2025Q2: 7,388 shares; 2025Q3: 7,254 shares; 2025Q4: 7,374 shares; 2026Q1: 7,374 shares 7,374 $916K 0.2% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 2,108 shares; 2025Q1: 1,251 shares; 2025Q2: 1,239 shares; 2025Q3: 1,517 shares; 2025Q4: 1,580 shares; 2026Q1: 1,375 shares 1,375 $898K 0.2% -205 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 4,100 shares; 2025Q1: 5,562 shares; 2025Q2: 5,962 shares; 2025Q3: 5,836 shares; 2025Q4: 5,733 shares; 2026Q1: 5,740 shares 5,740 $891K 0.2% +7 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,448 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares 1,446 $864K 0.19% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,457 shares; 2026Q1: 1,478 shares 1,478 $853K 0.19% +21 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,437 shares; 2025Q1: 1,471 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $850K 0.19% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,239 shares; 2025Q1: 2,290 shares; 2025Q2: 3,539 shares; 2025Q3: 2,832 shares; 2025Q4: 2,666 shares; 2026Q1: 2,642 shares 2,642 $848K 0.19% -24 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; 2024Q2: restricted; 2024Q3: 23,480 shares; 2024Q4: 22,565 shares; 2025Q1: 22,565 shares; 2025Q2: 22,565 shares; 2025Q3: 22,565 shares; 2025Q4: 22,565 shares; 2026Q1: 18,645 shares 18,645 $840K 0.19% -3,920 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,367 shares; 2025Q1: 5,336 shares; 2025Q2: 5,336 shares; 2025Q3: 5,178 shares; 2025Q4: 5,163 shares; 2026Q1: 5,163 shares 5,163 $835K 0.18% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 5,038 shares; 2025Q1: 5,050 shares; 2025Q2: 5,094 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares; 2026Q1: 5,061 shares 5,061 $833K 0.18% -44 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,015 shares; 2025Q1: 3,880 shares; 2025Q2: 4,265 shares; 2025Q3: 4,465 shares; 2025Q4: 4,700 shares; 2026Q1: 5,575 shares 5,575 $808K 0.18% +875 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,502 shares; 2024Q4: 17,727 shares; 2025Q1: 20,932 shares; 2025Q2: 30,797 shares; 2025Q3: 30,957 shares; 2025Q4: 30,957 shares; 2026Q1: 31,257 shares 31,257 $808K 0.18% +300 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,559 shares; 2025Q1: 2,554 shares; 2025Q2: 2,621 shares; 2025Q3: 2,583 shares; 2025Q4: 2,567 shares; 2026Q1: 2,639 shares 2,639 $797K 0.18% +72 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,635 shares; 2024Q4: 8,538 shares; 2025Q1: 8,429 shares; 2025Q2: 10,227 shares; 2025Q3: 10,185 shares; 2025Q4: 10,188 shares; 2026Q1: 10,155 shares 10,155 $772K 0.17% -33 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,861 shares; 2024Q4: 5,675 shares; 2025Q1: 5,528 shares; 2025Q2: 6,016 shares; 2025Q3: 6,349 shares; 2025Q4: 6,276 shares; 2026Q1: 6,381 shares 6,381 $768K 0.17% +105 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,967 shares; 2024Q4: 21,502 shares; 2025Q1: 19,812 shares; 2025Q2: 19,097 shares; 2025Q3: 19,010 shares; 2025Q4: 19,359 shares; 2026Q1: 19,619 shares 19,619 $761K 0.17% +260 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,582 shares 4,582 $750K 0.17% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares; 2026Q1: 4,666 shares 4,666 $740K 0.16% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 9,532 shares; 2025Q1: 9,532 shares; 2025Q2: 9,532 shares; 2025Q3: 8,964 shares; 2025Q4: 8,881 shares; 2026Q1: 8,681 shares 8,681 $687K 0.15% -200 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,328 shares; 2025Q1: 1,337 shares; 2025Q2: 1,946 shares; 2025Q3: 1,939 shares; 2025Q4: 1,948 shares; 2026Q1: 1,958 shares 1,958 $669K 0.15% +10 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,105 shares; 2024Q4: 27,060 shares; 2025Q1: 27,895 shares; 2025Q2: 29,405 shares; 2025Q3: 29,225 shares; 2025Q4: 29,055 shares; 2026Q1: 30,061 shares 30,061 $656K 0.14% +1,006 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,705 shares; 2024Q4: 23,550 shares; 2025Q1: 23,690 shares; 2025Q2: 23,860 shares; 2025Q3: 25,785 shares; 2025Q4: 26,355 shares; 2026Q1: 27,528 shares 27,528 $644K 0.14% +1,173 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,631 shares; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,631 shares; 2025Q3: 6,806 shares; 2025Q4: 6,723 shares; 2026Q1: 6,723 shares 6,723 $643K 0.14% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,836 shares; 2024Q4: 13,776 shares; 2025Q1: 13,771 shares; 2025Q2: 13,771 shares; 2025Q3: 13,761 shares; 2025Q4: 13,717 shares; 2026Q1: 13,672 shares 13,672 $634K 0.14% -45 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,370 shares; 2025Q1: 6,370 shares; 2025Q2: 7,710 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares; 2026Q1: 8,035 shares 8,035 $633K 0.14% +485 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 3,622 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,707 shares; 2025Q4: 4,740 shares; 2026Q1: 4,740 shares 4,740 $621K 0.14% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,817 shares; 2025Q1: 4,843 shares; 2025Q2: 5,442 shares; 2025Q3: 5,335 shares; 2025Q4: 5,016 shares; 2026Q1: 5,027 shares 5,027 $617K 0.14% +11 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,708 shares; 2025Q1: 2,928 shares; 2025Q2: 2,780 shares; 2025Q3: 2,857 shares; 2025Q4: 2,861 shares; 2026Q1: 2,874 shares 2,874 $614K 0.14% +13 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,801 shares; 2025Q1: 1,803 shares; 2025Q2: 2,026 shares; 2025Q3: 1,991 shares; 2025Q4: 1,982 shares; 2026Q1: 1,943 shares 1,943 $604K 0.13% -39 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,890 shares; 2024Q4: 10,890 shares; 2025Q1: 10,890 shares; 2025Q2: 18,590 shares; 2025Q3: 14,415 shares; 2025Q4: 14,075 shares; 2026Q1: 12,140 shares 12,140 $593K 0.13% -1,935 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,440 shares; 2024Q4: 20,215 shares; 2025Q1: 20,825 shares; 2025Q2: 22,830 shares; 2025Q3: 24,970 shares; 2025Q4: 24,970 shares; 2026Q1: 25,578 shares 25,578 $589K 0.13% +608 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 3,806 shares; 2025Q2: 3,911 shares; 2025Q3: 4,136 shares; 2025Q4: 4,136 shares; 2026Q1: 4,293 shares 4,293 $584K 0.13% +157 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 4,332 shares; 2026Q1: 4,332 shares 4,332 $576K 0.13% 0 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,082 shares; 2025Q1: 13,692 shares; 2025Q2: 17,367 shares; 2025Q3: 20,997 shares; 2025Q4: 23,202 shares; 2026Q1: 23,427 shares 23,427 $568K 0.13% +225 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,292 shares; 2025Q1: 2,976 shares; 2025Q2: 2,939 shares; 2025Q3: 1,801 shares; 2025Q4: 2,880 shares; 2026Q1: 2,861 shares 2,861 $567K 0.13% -19 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 982 shares; 2025Q1: 897 shares; 2025Q2: 931 shares; 2025Q3: 951 shares; 2025Q4: 946 shares; 2026Q1: 988 shares 988 $565K 0.12% +42 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,541 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,621 shares; 2025Q4: 2,633 shares; 2026Q1: 2,639 shares 2,639 $558K 0.12% +6 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,580 shares; 2024Q4: 19,530 shares; 2025Q1: 21,935 shares; 2025Q2: 25,180 shares; 2025Q3: 23,595 shares; 2025Q4: 21,995 shares; 2026Q1: 22,299 shares 22,299 $554K 0.12% +304 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 20,510 shares; 2025Q1: 21,370 shares; 2025Q2: 20,049 shares; 2025Q3: 22,093 shares; 2025Q4: 22,498 shares; 2026Q1: 23,170 shares 23,170 $548K 0.12% +672 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: 6,221 shares; 2025Q1: 6,213 shares; 2025Q2: 6,482 shares; 2025Q3: 6,113 shares; 2025Q4: 6,175 shares; 2026Q1: 5,578 shares 5,578 $538K 0.12% -597 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,145 shares; 2025Q1: 2,883 shares; 2025Q2: 3,030 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,638 shares 3,638 $528K 0.12% +38 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,219 shares; 2025Q1: 3,241 shares; 2025Q2: 3,291 shares; 2025Q3: 3,299 shares; 2025Q4: 3,309 shares; 2026Q1: 3,212 shares 3,212 $527K 0.12% -97 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,460 shares; 2025Q1: 5,475 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares; 2025Q4: 5,455 shares; 2026Q1: 5,474 shares 5,474 $514K 0.11% +19 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,078 shares; 2025Q1: 2,093 shares; 2025Q2: 2,098 shares; 2025Q3: 2,109 shares; 2025Q4: 2,104 shares; 2026Q1: 2,141 shares 2,141 $506K 0.11% +37 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,156 shares; 2025Q1: 1,204 shares; 2025Q2: 1,377 shares; 2025Q3: 1,374 shares; 2025Q4: 1,385 shares; 2026Q1: 1,430 shares 1,430 $503K 0.11% +45 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,665 shares; 2024Q4: 21,600 shares; 2025Q1: 22,630 shares; 2025Q2: 23,445 shares; 2025Q3: 22,290 shares; 2025Q4: 22,320 shares; 2026Q1: 23,704 shares 23,704 $495K 0.11% +1,384 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 811 shares; 2025Q1: 821 shares; 2025Q2: 1,351 shares; 2025Q3: 1,178 shares; 2025Q4: 1,182 shares; 2026Q1: 1,132 shares 1,132 $494K 0.11% -50 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,200 shares; 2024Q4: 15,095 shares; 2025Q1: 18,050 shares; 2025Q2: 19,740 shares; 2025Q3: 20,945 shares; 2025Q4: 19,020 shares; 2026Q1: 19,428 shares 19,428 $494K 0.11% +408 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,162 shares; 2024Q4: 15,097 shares; 2025Q1: 14,937 shares; 2025Q2: 14,532 shares; 2025Q3: 11,066 shares; 2025Q4: 10,898 shares; 2026Q1: 10,653 shares 10,653 $484K 0.11% -245 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 4,073 shares; 2025Q1: 4,073 shares; 2025Q2: 4,073 shares; 2025Q3: 3,953 shares; 2025Q4: 3,953 shares; 2026Q1: 3,953 shares 3,953 $479K 0.11% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,788 shares; 2025Q1: 2,736 shares; 2025Q2: 2,972 shares; 2025Q3: 3,028 shares; 2025Q4: 3,153 shares; 2026Q1: 3,132 shares 3,132 $478K 0.11% -21 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,660 shares; 2025Q1: 2,682 shares; 2025Q2: 2,879 shares; 2025Q3: 2,810 shares; 2025Q4: 2,799 shares; 2026Q1: 2,858 shares 2,858 $473K 0.1% +59 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,470 shares; 2025Q1: 4,418 shares; 2025Q2: 4,546 shares; 2025Q3: 4,586 shares; 2025Q4: 4,538 shares; 2026Q1: 4,534 shares 4,534 $466K 0.1% -4 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 6,426 shares; 2025Q1: 6,179 shares; 2025Q2: 6,267 shares; 2025Q3: 6,246 shares; 2025Q4: 6,196 shares; 2026Q1: 6,206 shares 6,206 $446K 0.1% +10 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,572 shares; 2024Q4: 9,430 shares; 2025Q1: 9,430 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 9,035 shares; 2026Q1: 8,970 shares 8,970 $439K 0.1% -65 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,545 shares; 2024Q4: 10,315 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 9,720 shares; 2025Q4: 9,662 shares; 2026Q1: 9,662 shares 9,662 $437K 0.1% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 829 shares; 2025Q1: 813 shares; 2025Q2: 790 shares; 2025Q3: 771 shares; 2025Q4: 773 shares; 2026Q1: 776 shares 776 $436K 0.1% +3 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,768 shares; 2024Q4: 8,353 shares; 2025Q1: 9,663 shares; 2025Q2: 16,668 shares; 2025Q3: 16,668 shares; 2025Q4: 16,668 shares; 2026Q1: 17,223 shares 17,223 $435K 0.1% +555 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 2,952 shares; 2025Q1: 5,146 shares; 2025Q2: 4,701 shares; 2025Q3: 4,581 shares; 2025Q4: 4,613 shares; 2026Q1: 4,603 shares 4,603 $430K 0.09% -10 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 15,240 shares; 2025Q1: 15,660 shares; 2025Q2: 15,000 shares; 2025Q3: 17,015 shares; 2025Q4: 17,420 shares; 2026Q1: 17,778 shares 17,778 $420K 0.09% +358 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,406 shares; 2024Q4: 4,962 shares; 2025Q1: 4,464 shares; 2025Q2: 4,136 shares; 2025Q3: 5,521 shares; 2025Q4: 5,545 shares; 2026Q1: 5,536 shares 5,536 $412K 0.09% -9 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,044 shares; 2025Q1: 1,936 shares; 2025Q2: 1,867 shares; 2025Q3: 1,833 shares; 2025Q4: 1,705 shares; 2026Q1: 1,693 shares 1,693 $411K 0.09% -12 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,175 shares; 2024Q4: 11,175 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 11,175 shares; 2025Q4: 11,175 shares; 2026Q1: 11,175 shares 11,175 $411K 0.09% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 8,159 shares; 2025Q1: 8,199 shares; 2025Q2: 8,189 shares; 2025Q3: 8,184 shares; 2025Q4: 7,369 shares; 2026Q1: 7,322 shares 7,322 $409K 0.09% -47 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,569 shares; 2024Q4: 48,254 shares; 2025Q1: 49,070 shares; 2025Q2: 50,279 shares; 2025Q3: 51,448 shares; 2025Q4: 50,563 shares; 2026Q1: 50,580 shares 50,580 $402K 0.09% +17 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: 851 shares; 2025Q2: 846 shares; 2025Q3: 855 shares; 2025Q4: 846 shares; 2026Q1: 959 shares 959 $400K 0.09% +113 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 4,255 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares; 2025Q4: 4,255 shares; 2026Q1: 4,255 shares 4,255 $399K 0.09% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 597 shares; 2025Q1: 584 shares; 2025Q2: 591 shares; 2025Q3: 686 shares; 2025Q4: 689 shares; 2026Q1: 695 shares 695 $391K 0.09% +6 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,811 shares; 2025Q1: 1,711 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares; 2026Q1: 1,863 shares 1,863 $385K 0.09% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 936 shares; 2025Q1: 907 shares; 2025Q2: 982 shares; 2025Q3: 951 shares; 2025Q4: 984 shares; 2026Q1: 1,013 shares 1,013 $377K 0.08% +29 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,490 shares; 2025Q1: 5,523 shares; 2025Q2: 5,523 shares; 2025Q3: 5,325 shares; 2025Q4: 5,268 shares; 2026Q1: 5,268 shares 5,268 $370K 0.08% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 335 shares; 2025Q1: 348 shares; 2025Q2: 349 shares; 2025Q3: 341 shares; 2025Q4: 351 shares; 2026Q1: 370 shares 370 $369K 0.08% +19 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 343 shares; 2025Q1: 348 shares; 2025Q2: 352 shares; 2025Q3: 353 shares; 2025Q4: 3,540 shares; 2026Q1: 3,711 shares 3,711 $357K 0.08% +171 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,199 shares; 2025Q1: 1,183 shares; 2025Q2: 1,196 shares; 2025Q3: 1,281 shares; 2025Q4: 1,285 shares; 2026Q1: 1,318 shares 1,318 $357K 0.08% +33 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 387 shares; 2025Q1: 411 shares; 2025Q2: 400 shares; 2025Q3: 412 shares; 2025Q4: 411 shares; 2026Q1: 418 shares 418 $354K 0.08% +7 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 8,525 shares; 2025Q1: 8,947 shares; 2025Q2: 10,477 shares; 2025Q3: 11,945 shares; 2025Q4: 11,398 shares; 2026Q1: 12,196 shares 12,196 $354K 0.08% +798 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,288 shares; 2025Q1: 5,158 shares; 2025Q2: 5,525 shares; 2025Q3: 6,662 shares; 2025Q4: 6,262 shares; 2026Q1: 6,872 shares 6,872 $345K 0.08% +610 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,058 shares; 2025Q1: 2,066 shares; 2025Q2: 2,181 shares; 2025Q3: 1,987 shares; 2025Q4: 2,123 shares; 2026Q1: 1,832 shares 1,832 $342K 0.08% -291 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,115 shares; 2025Q1: 9,520 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares; 2026Q1: 16,275 shares 16,275 $341K 0.08% +875 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares 1,057 $339K 0.07% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,145 shares; 2024Q4: 4,463 shares; 2025Q1: 5,926 shares; 2025Q2: 5,968 shares; 2025Q3: 5,707 shares; 2025Q4: 4,654 shares; 2026Q1: 5,714 shares 5,714 $329K 0.07% +1,060 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,680 shares; 2025Q1: 2,935 shares; 2025Q2: 2,934 shares; 2025Q3: 2,968 shares; 2025Q4: 2,483 shares; 2026Q1: 2,491 shares 2,491 $329K 0.07% +8 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 948 shares; 2025Q1: 939 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $324K 0.07% 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; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,619 shares; 2025Q1: 2,802 shares; 2025Q2: 3,276 shares; 2025Q3: 3,495 shares; 2025Q4: 3,455 shares; 2026Q1: 3,456 shares 3,456 $321K 0.07% +1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 330 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 10,150 shares; 2026Q1: 12,769 shares 12,769 $316K 0.07% +2,619 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 3,766 shares; 2025Q1: 3,637 shares; 2025Q2: 3,149 shares; 2025Q3: 2,799 shares; 2025Q4: 2,748 shares; 2026Q1: 2,776 shares 2,776 $314K 0.07% +28 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 957 shares; 2025Q1: 797 shares; 2025Q2: 913 shares; 2025Q3: 897 shares; 2025Q4: 866 shares; 2026Q1: 1,076 shares 1,076 $309K 0.07% +210 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 2,802 shares; 2025Q1: 3,874 shares; 2025Q2: 4,363 shares; 2025Q3: 5,827 shares; 2025Q4: 5,865 shares; 2026Q1: 5,879 shares 5,879 $302K 0.07% +14 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,199 shares; 2024Q4: 3,989 shares; 2025Q1: 3,989 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 3,844 shares; 2026Q1: 4,443 shares 4,443 $300K 0.07% +599 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,512 shares; 2025Q1: 3,513 shares; 2025Q2: 3,503 shares; 2025Q3: 3,510 shares; 2025Q4: 3,485 shares; 2026Q1: 3,462 shares 3,462 $299K 0.07% -23 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 7,155 shares; 2025Q3: 6,640 shares; 2025Q4: 6,430 shares; 2026Q1: 6,135 shares 6,135 $293K 0.06% -295 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,127 shares; 2025Q1: 3,295 shares; 2025Q2: 4,502 shares; 2025Q3: 3,545 shares; 2025Q4: 3,624 shares; 2026Q1: 3,749 shares 3,749 $289K 0.06% +125 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 317 shares; 2025Q1: 321 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 324 shares; 2026Q1: 333 shares 333 $288K 0.06% +9 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 13,281 shares; 2025Q1: 13,345 shares; 2025Q2: 13,396 shares; 2025Q3: 13,686 shares; 2025Q4: 13,659 shares; 2026Q1: 13,745 shares 13,745 $285K 0.06% +86 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,586 shares; 2025Q1: 1,605 shares; 2025Q2: 1,607 shares; 2025Q3: 1,640 shares; 2025Q4: 1,634 shares; 2026Q1: 1,629 shares 1,629 $279K 0.06% -5 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 493 shares; 2025Q1: 501 shares; 2025Q2: 537 shares; 2025Q3: 536 shares; 2025Q4: 550 shares; 2026Q1: 553 shares 553 $276K 0.06% +3 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $276K 0.06% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $274K 0.06% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,784 shares; 2025Q1: 1,799 shares; 2025Q2: 1,813 shares; 2025Q3: 1,810 shares; 2025Q4: 1,814 shares; 2026Q1: 1,764 shares 1,764 $274K 0.06% -50 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,837 shares; 2026Q1: 4,692 shares 4,692 $267K 0.06% -145 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,579 shares; 2025Q1: 3,626 shares; 2025Q2: 3,721 shares; 2025Q3: 3,708 shares; 2025Q4: 3,709 shares; 2026Q1: 3,718 shares 3,718 $267K 0.06% +9 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,360 shares; 2024Q4: 10,910 shares; 2025Q1: 11,160 shares; 2025Q2: 11,145 shares; 2025Q3: 11,145 shares; 2025Q4: 11,145 shares; 2026Q1: 11,455 shares 11,455 $266K 0.06% +310 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 419 shares; 2026Q1: 416 shares 416 $264K 0.06% -3 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,342 shares; 2025Q1: 4,342 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares; 2025Q4: 6,529 shares; 2026Q1: 6,529 shares 6,529 $264K 0.06% 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; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 211 shares; 2025Q1: 219 shares; 2025Q2: 153 shares; 2025Q3: 187 shares; 2025Q4: 191 shares; 2026Q1: 200 shares 200 $264K 0.06% +9 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 8,270 shares; 2025Q1: 8,260 shares; 2025Q2: 7,555 shares; 2025Q3: 6,110 shares; 2025Q4: 6,070 shares; 2026Q1: 3,945 shares 3,945 $261K 0.06% -2,125 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,465 shares; 2025Q1: 3,470 shares; 2025Q2: 3,494 shares; 2025Q3: 3,477 shares; 2025Q4: 3,460 shares; 2026Q1: 3,300 shares 3,300 $254K 0.06% -160 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares; 2026Q1: 1,384 shares 1,384 $252K 0.06% +30 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 6,925 shares; 2025Q1: 8,685 shares; 2025Q2: 11,220 shares; 2025Q3: 11,220 shares; 2025Q4: 11,220 shares; 2026Q1: 11,465 shares 11,465 $251K 0.06% +245 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 3,977 shares; 2025Q1: 4,005 shares; 2025Q2: 3,740 shares; 2025Q3: 3,972 shares; 2025Q4: 4,018 shares; 2026Q1: 4,117 shares 4,117 $250K 0.06% +99 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,951 shares; 2025Q1: 1,954 shares; 2025Q2: 2,023 shares; 2025Q3: 1,993 shares; 2025Q4: 1,989 shares; 2026Q1: 1,927 shares 1,927 $248K 0.05% -62 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,615 shares; 2024Q4: 15,842 shares; 2025Q1: 15,842 shares; 2025Q2: 15,842 shares; 2025Q3: 15,842 shares; 2025Q4: 14,571 shares; 2026Q1: 14,571 shares 14,571 $245K 0.05% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,474 shares; 2025Q1: 7,377 shares; 2025Q2: 7,373 shares; 2025Q3: 6,609 shares; 2025Q4: 6,040 shares; 2026Q1: 4,955 shares 4,955 $245K 0.05% -1,085 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,327 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares 1,132 $242K 0.05% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,075 shares; 2025Q1: 1,088 shares; 2025Q2: 1,234 shares; 2025Q3: 1,237 shares; 2025Q4: 1,241 shares; 2026Q1: 1,221 shares 1,221 $241K 0.05% -20 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,555 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,530 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares 2,510 $240K 0.05% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 213 shares; 2025Q2: 5,007 shares; 2025Q3: 3,409 shares; 2025Q4: 3,505 shares; 2026Q1: 3,462 shares 3,462 $240K 0.05% -43 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 838 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 917 shares 917 $239K 0.05% +76 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,685 shares; 2025Q1: 1,707 shares; 2025Q2: 1,801 shares; 2025Q3: 1,825 shares; 2025Q4: 1,795 shares; 2026Q1: 1,811 shares 1,811 $237K 0.05% +16 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,495 shares; 2025Q1: 3,180 shares; 2025Q2: 3,680 shares; 2025Q3: 3,630 shares; 2025Q4: 3,563 shares; 2026Q1: 3,563 shares 3,563 $237K 0.05% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,298 shares; 2025Q1: 4,709 shares; 2025Q2: 5,443 shares; 2025Q3: 5,002 shares; 2025Q4: 4,252 shares; 2026Q1: 4,208 shares 4,208 $232K 0.05% -44 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,999 shares; 2025Q1: 1,968 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,633 shares; 2026Q1: 1,633 shares 1,633 $226K 0.05% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 765 shares; 2025Q2: 741 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $226K 0.05% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,989 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares 1,941 $225K 0.05% 0 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares 3,030 $223K 0.05% 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; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,347 shares; 2025Q1: 3,017 shares; 2025Q2: 2,722 shares; 2025Q3: 2,571 shares; 2025Q4: 2,562 shares; 2026Q1: 2,618 shares 2,618 $223K 0.05% +56 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 633 shares; 2025Q1: 623 shares; 2025Q2: 724 shares; 2025Q3: 726 shares; 2025Q4: 764 shares; 2026Q1: 831 shares 831 $221K 0.05% +67 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 2,334 shares; 2025Q1: 2,394 shares; 2025Q2: 2,466 shares; 2025Q3: 2,629 shares; 2025Q4: 2,642 shares; 2026Q1: 2,653 shares 2,653 $219K 0.05% +11 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,234 shares; 2025Q1: 1,239 shares; 2025Q2: 1,234 shares; 2025Q3: 1,235 shares; 2025Q4: 1,076 shares; 2026Q1: 1,095 shares 1,095 $218K 0.05% +19 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares; 2026Q1: 1,979 shares 1,979 $217K 0.05% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,685 shares; 2025Q1: 3,076 shares; 2025Q2: 3,275 shares; 2025Q3: 3,123 shares; 2025Q4: 3,040 shares; 2026Q1: 3,120 shares 3,120 $216K 0.05% +80 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,415 shares; 2025Q2: 7,390 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares; 2026Q1: 8,125 shares 8,125 $212K 0.05% +575 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 972 shares; 2025Q1: 962 shares; 2025Q2: 961 shares; 2025Q3: 946 shares; 2025Q4: 935 shares; 2026Q1: 934 shares 934 $211K 0.05% -1 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $209K 0.05% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares 1,075 $209K 0.05% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,379 shares; 2025Q1: 2,575 shares; 2025Q2: 2,499 shares; 2025Q3: 2,442 shares; 2025Q4: 2,494 shares; 2026Q1: 2,412 shares 2,412 $209K 0.05% -82 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 467 shares; 2025Q3: 790 shares; 2025Q4: 796 shares; 2026Q1: 770 shares 770 $208K 0.05% -26 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 3,320 shares 3,320 $208K 0.05% -95 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 670 shares; 2025Q3: 676 shares; 2025Q4: 628 shares; 2026Q1: 644 shares 644 $205K 0.05% +16 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,385 shares; 2025Q3: 8,500 shares; 2025Q4: 8,650 shares; 2026Q1: 8,740 shares 8,740 $202K 0.04% +90 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares; 2026Q1: 1,813 shares 1,813 $201K 0.04% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 2,585 shares; 2025Q4: 2,565 shares; 2026Q1: 2,545 shares 2,545 $195K 0.04% -20 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 796 shares; 2025Q3: 813 shares; 2025Q4: 786 shares; 2026Q1: 777 shares 777 $193K 0.04% -9 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,704 shares 1,704 $193K 0.04% +168 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 500 shares; 2025Q3: 524 shares; 2025Q4: 551 shares; 2026Q1: 555 shares 555 $192K 0.04% +4 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 1,667 shares; 2025Q1: 1,561 shares; 2025Q2: 1,711 shares; 2025Q3: 1,845 shares; 2025Q4: 1,899 shares; 2026Q1: 2,052 shares 2,052 $191K 0.04% +153 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,513 shares; 2025Q3: 2,813 shares; 2025Q4: 2,837 shares; 2026Q1: 2,851 shares 2,851 $190K 0.04% +14 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 963 shares; 2025Q1: 1,021 shares; 2025Q2: 953 shares; 2025Q3: 1,164 shares; 2025Q4: 1,168 shares; 2026Q1: 1,171 shares 1,171 $189K 0.04% +3 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,459 shares; 2025Q1: 1,505 shares; 2025Q2: 1,753 shares; 2025Q3: 1,674 shares; 2025Q4: 1,658 shares; 2026Q1: 1,570 shares 1,570 $188K 0.04% -88 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 3,265 shares; 2025Q1: 3,261 shares; 2025Q2: 3,265 shares; 2025Q3: 3,365 shares; 2025Q4: 3,304 shares; 2026Q1: 3,299 shares 3,299 $186K 0.04% -5 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,098 shares; 2025Q1: 870 shares; 2025Q2: 1,481 shares; 2025Q3: 1,277 shares; 2025Q4: 1,334 shares; 2026Q1: 1,407 shares 1,407 $184K 0.04% +73 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 749 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 741 shares; 2025Q4: 635 shares; 2026Q1: 670 shares 670 $179K 0.04% +35 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares 1,785 $178K 0.04% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,535 shares; 2024Q4: 34,441 shares; 2025Q1: 35,208 shares; 2025Q2: 35,335 shares; 2025Q3: 35,505 shares; 2025Q4: 35,623 shares; 2026Q1: 35,430 shares 35,430 $178K 0.04% -193 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 570 shares; 2025Q1: 599 shares; 2025Q2: 560 shares; 2025Q3: 569 shares; 2025Q4: 558 shares; 2026Q1: 582 shares 582 $176K 0.04% +24 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,992 shares; 2025Q1: 2,198 shares; 2025Q2: 2,607 shares; 2025Q3: 2,644 shares; 2025Q4: 1,523 shares; 2026Q1: 1,514 shares 1,514 $172K 0.04% -9 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,092 shares; 2025Q2: 1,400 shares; 2025Q3: 1,235 shares; 2025Q4: 3,042 shares; 2026Q1: 3,176 shares 3,176 $172K 0.04% +134 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 865 shares 865 $171K 0.04% new Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,855 shares; 2026Q1: 5,310 shares 5,310 $169K 0.04% +3,455 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 925 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $167K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,097 shares; 2025Q1: 3,953 shares; 2025Q2: 3,726 shares; 2025Q3: 3,714 shares; 2025Q4: 3,725 shares; 2026Q1: 3,745 shares 3,745 $165K 0.04% +20 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 790 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 756 shares 756 $164K 0.04% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $164K 0.04% 0 Timeline MID AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares 2,675 $163K 0.04% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 11,605 shares; 2025Q1: 11,325 shares; 2025Q2: 11,160 shares; 2025Q3: 11,160 shares; 2025Q4: 7,090 shares; 2026Q1: 7,090 shares 7,090 $163K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 1,131 shares; 2025Q2: 1,289 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares; 2026Q1: 1,364 shares 1,364 $162K 0.04% +51 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $161K 0.04% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 476 shares; 2025Q1: 610 shares; 2025Q2: 621 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 603 shares 603 $160K 0.04% -17 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 990 shares; 2025Q1: 2,660 shares; 2025Q2: 2,731 shares; 2025Q3: 2,781 shares; 2025Q4: 2,481 shares; 2026Q1: 2,465 shares 2,465 $160K 0.04% -16 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,277 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 2,542 shares; 2026Q1: 2,608 shares 2,608 $160K 0.04% +66 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,580 shares; 2025Q1: 1,542 shares; 2025Q2: 1,779 shares; 2025Q3: 1,754 shares; 2025Q4: 1,783 shares; 2026Q1: 1,977 shares 1,977 $157K 0.03% +194 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,525 shares; 2026Q1: 6,254 shares 6,254 $157K 0.03% +1,729 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 777 shares; 2025Q1: 608 shares; 2025Q2: 527 shares; 2025Q3: 488 shares; 2025Q4: 479 shares; 2026Q1: 535 shares 535 $156K 0.03% +56 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,133 shares; 2024Q4: 11,220 shares; 2025Q1: 12,027 shares; 2025Q2: 14,132 shares; 2025Q3: 15,087 shares; 2025Q4: 13,651 shares; 2026Q1: 13,687 shares 13,687 $154K 0.03% +36 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 288 shares; 2025Q1: 305 shares; 2025Q2: 296 shares; 2025Q3: 308 shares; 2025Q4: 307 shares; 2026Q1: 314 shares 314 $154K 0.03% +7 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 321 shares; 2025Q1: 666 shares; 2025Q2: 643 shares; 2025Q3: 544 shares; 2025Q4: 537 shares; 2026Q1: 522 shares 522 $153K 0.03% -15 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; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 924 shares; 2025Q1: 931 shares; 2025Q2: 941 shares; 2025Q3: 885 shares; 2025Q4: 796 shares; 2026Q1: 804 shares 804 $153K 0.03% +8 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,310 shares; 2026Q1: 2,120 shares 2,120 $151K 0.03% -190 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,548 shares; 2025Q1: 1,561 shares; 2025Q2: 1,547 shares; 2025Q3: 1,559 shares; 2025Q4: 1,564 shares; 2026Q1: 1,556 shares 1,556 $149K 0.03% -8 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 343 shares; 2025Q1: 359 shares; 2025Q2: 343 shares; 2025Q3: 332 shares; 2025Q4: 326 shares; 2026Q1: 328 shares 328 $146K 0.03% +2 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,163 shares; 2025Q2: 2,383 shares; 2025Q3: 2,470 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares 2,475 $145K 0.03% 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; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 285 shares; 2025Q3: 281 shares; 2025Q4: 338 shares; 2026Q1: 338 shares 338 $145K 0.03% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,195 shares; 2025Q1: 1,208 shares; 2025Q2: 1,206 shares; 2025Q3: 1,210 shares; 2025Q4: 1,195 shares; 2026Q1: 1,216 shares 1,216 $144K 0.03% +21 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 782 shares; 2025Q1: 792 shares; 2025Q2: 807 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 754 shares 754 $141K 0.03% -18 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,294 shares; 2024Q4: 7,800 shares; 2025Q1: 11,165 shares; 2025Q2: 10,365 shares; 2025Q3: 12,353 shares; 2025Q4: 12,481 shares; 2026Q1: 12,200 shares 12,200 $141K 0.03% -281 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,122 shares 1,122 $140K 0.03% +67 Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 449 shares; 2025Q1: 463 shares; 2025Q2: 461 shares; 2025Q3: 459 shares; 2025Q4: 462 shares; 2026Q1: 414 shares 414 $139K 0.03% -48 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 59 shares; 2025Q1: 61 shares; 2025Q2: 160 shares; 2025Q3: 193 shares; 2025Q4: 175 shares; 2026Q1: 411 shares 411 $139K 0.03% +236 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 2,035 shares; 2025Q4: 2,731 shares; 2026Q1: 2,731 shares 2,731 $138K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,300 shares; 2025Q4: 1,348 shares; 2026Q1: 1,328 shares 1,328 $138K 0.03% -20 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 273 shares; 2025Q1: 1,514 shares; 2025Q2: 1,531 shares; 2025Q3: 1,573 shares; 2025Q4: 1,624 shares; 2026Q1: 1,658 shares 1,658 $136K 0.03% +34 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,212 shares; 2025Q1: 1,219 shares; 2025Q2: 1,086 shares; 2025Q3: 881 shares; 2025Q4: 1,063 shares; 2026Q1: 1,120 shares 1,120 $136K 0.03% +57 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,906 shares; 2024Q4: 5,459 shares; 2025Q1: 2,399 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,264 shares 2,264 $133K 0.03% -51 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 619 shares; 2025Q1: 615 shares; 2025Q2: 702 shares; 2025Q3: 689 shares; 2025Q4: 689 shares; 2026Q1: 695 shares 695 $132K 0.03% +6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,729 shares; 2025Q1: 2,658 shares; 2025Q2: 2,734 shares; 2025Q3: 2,699 shares; 2025Q4: 2,682 shares; 2026Q1: 2,493 shares 2,493 $132K 0.03% -189 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; 2024Q2: restricted; 2024Q3: 28,194 shares; 2024Q4: 28,679 shares; 2025Q1: 1,706 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares 1,655 $131K 0.03% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 236 shares; 2026Q1: 238 shares 238 $131K 0.03% +2 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares 1,652 $130K 0.03% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $128K 0.03% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 895 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $128K 0.03% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 348 shares 348 $128K 0.03% +65 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 414 shares; 2026Q1: 513 shares 513 $127K 0.03% +99 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,111 shares; 2025Q1: 3,918 shares; 2025Q2: 4,360 shares; 2025Q3: 4,564 shares; 2025Q4: 3,794 shares; 2026Q1: 3,836 shares 3,836 $127K 0.03% +42 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares 2,780 $127K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 214 shares; 2025Q1: 230 shares; 2025Q2: 318 shares; 2025Q3: 316 shares; 2025Q4: 320 shares; 2026Q1: 290 shares 290 $123K 0.03% -30 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 793 shares; 2025Q1: 391 shares; 2025Q2: 661 shares; 2025Q3: 687 shares; 2025Q4: 695 shares; 2026Q1: 674 shares 674 $123K 0.03% -21 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,586 shares; 2025Q1: 1,574 shares; 2025Q2: 1,855 shares; 2025Q3: 1,967 shares; 2025Q4: 1,900 shares; 2026Q1: 1,709 shares 1,709 $122K 0.03% -191 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares 1,393 $121K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,853 shares; 2025Q1: 1,878 shares; 2025Q2: 1,888 shares; 2025Q3: 2,066 shares; 2025Q4: 2,057 shares; 2026Q1: 2,062 shares 2,062 $121K 0.03% +5 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 765 shares; 2025Q1: 763 shares; 2025Q2: 744 shares; 2025Q3: 787 shares; 2025Q4: 816 shares; 2026Q1: 861 shares 861 $120K 0.03% +45 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,515 shares; 2024Q4: 8,515 shares; 2025Q1: 8,640 shares; 2025Q2: 4,670 shares; 2025Q3: 4,655 shares; 2025Q4: 4,655 shares; 2026Q1: 4,655 shares 4,655 $118K 0.03% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 4,085 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares; 2026Q1: 3,825 shares 3,825 $118K 0.03% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $118K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 265 shares; 2025Q3: 233 shares; 2025Q4: 1,775 shares; 2026Q1: 1,552 shares 1,552 $117K 0.03% -223 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 59 shares; 2025Q1: 645 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 638 shares; 2026Q1: 648 shares 648 $117K 0.03% +10 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,610 shares; 2025Q1: 1,591 shares; 2025Q2: 1,662 shares; 2025Q3: 1,640 shares; 2025Q4: 1,614 shares; 2026Q1: 1,595 shares 1,595 $116K 0.03% -19 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 5,018 shares; 2025Q1: 5,164 shares; 2025Q2: 2,460 shares; 2025Q3: 2,473 shares; 2025Q4: 2,476 shares; 2026Q1: 2,471 shares 2,471 $116K 0.03% -5 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,988 shares; 2025Q1: 2,001 shares; 2025Q2: 1,991 shares; 2025Q3: 2,028 shares; 2025Q4: 2,078 shares; 2026Q1: 2,070 shares 2,070 $115K 0.03% -8 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,311 shares 1,311 $115K 0.03% +136 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 153 shares; 2025Q1: 148 shares; 2025Q2: 249 shares; 2025Q3: 244 shares; 2025Q4: 224 shares; 2026Q1: 229 shares 229 $114K 0.03% +5 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,224 shares; 2025Q1: 1,247 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,244 shares; 2026Q1: 1,227 shares 1,227 $113K 0.02% -17 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,470 shares; 2025Q1: 1,435 shares; 2025Q2: 1,445 shares; 2025Q3: 1,395 shares; 2025Q4: 1,275 shares; 2026Q1: 1,200 shares 1,200 $112K 0.02% -75 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,835 shares; 2025Q3: 1,515 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares 1,490 $111K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 6,712 shares; 2025Q1: 7,042 shares; 2025Q2: 6,660 shares; 2025Q3: 6,266 shares; 2025Q4: 3,727 shares; 2026Q1: 5,750 shares 5,750 $110K 0.02% +2,023 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,353 shares; 2025Q1: 3,058 shares; 2025Q2: 3,768 shares; 2025Q3: 2,208 shares; 2025Q4: 2,208 shares; 2026Q1: 2,208 shares 2,208 $110K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 522 shares; 2025Q1: 511 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $109K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,057 shares; 2025Q1: 1,075 shares; 2025Q2: 1,210 shares; 2025Q3: 1,175 shares; 2025Q4: 1,157 shares; 2026Q1: 1,183 shares 1,183 $109K 0.02% +26 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743 $108K 0.02% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 6,953 shares; 2025Q1: 7,074 shares; 2025Q2: 7,109 shares; 2025Q3: 7,204 shares; 2025Q4: 7,231 shares; 2026Q1: 7,263 shares 7,263 $108K 0.02% +32 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 391 shares; 2025Q1: 1,259 shares; 2025Q2: 1,201 shares; 2025Q3: 120 shares; 2025Q4: 1,083 shares; 2026Q1: 1,093 shares 1,093 $108K 0.02% +10 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $107K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 33 shares; 2025Q4: 23 shares; 2026Q1: 299 shares 299 $107K 0.02% +276 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 531 shares; 2025Q4: 543 shares; 2026Q1: 526 shares 526 $107K 0.02% -17 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 225 shares; 2025Q1: 237 shares; 2025Q2: 267 shares; 2025Q3: 775 shares; 2025Q4: 789 shares; 2026Q1: 726 shares 726 $106K 0.02% -63 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,398 shares; 2025Q1: 1,468 shares; 2025Q2: 1,353 shares; 2025Q3: 1,223 shares; 2025Q4: 943 shares; 2026Q1: 943 shares 943 $105K 0.02% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 692 shares; 2025Q1: 697 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 721 shares; 2026Q1: 723 shares 723 $105K 0.02% +2 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 69 shares 69 $102K 0.02% +5 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,355 shares; 2025Q1: 2,177 shares; 2025Q2: 2,406 shares; 2025Q3: 1,591 shares; 2025Q4: 1,532 shares; 2026Q1: 1,532 shares 1,532 $101K 0.02% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 9,405 shares; 2025Q1: 9,135 shares; 2025Q2: 4,505 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares; 2026Q1: 4,150 shares 4,150 $101K 0.02% +10 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 1,190 shares 1,190 $99.3K 0.02% -1,460 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,391 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 986 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $99.2K 0.02% 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; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 455 shares; 2026Q1: 516 shares 516 $99K 0.02% +61 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $98.5K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,282 shares; 2025Q1: 3,559 shares; 2025Q2: 3,981 shares; 2025Q3: 4,057 shares; 2025Q4: 4,024 shares; 2026Q1: 4,083 shares 4,083 $97.2K 0.02% +59 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 385 shares; 2026Q1: 387 shares 387 $97K 0.02% +2 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 4,944 shares; 2025Q1: 242 shares; 2025Q2: 379 shares; 2025Q3: 1,259 shares; 2025Q4: 1,042 shares; 2026Q1: 998 shares 998 $96.9K 0.02% -44 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,648 shares; 2025Q2: 2,647 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares; 2026Q1: 2,635 shares 2,635 $96.8K 0.02% -3 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 833 shares; 2025Q1: 1,533 shares; 2025Q2: 1,679 shares; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares; 2026Q1: 1,699 shares 1,699 $96.2K 0.02% +8 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 1,812 shares; 2025Q2: 1,563 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 653 shares 653 $95.7K 0.02% -35 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 665 shares; 2026Q1: 597 shares 597 $95.3K 0.02% -68 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 595 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 481 shares 481 $94.4K 0.02% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 6,129 shares; 2025Q1: 6,387 shares; 2025Q2: 5,044 shares; 2025Q3: 5,588 shares; 2025Q4: 5,500 shares; 2026Q1: 5,522 shares 5,522 $93.7K 0.02% +22 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 778 shares; 2025Q1: 791 shares; 2025Q2: 429 shares; 2025Q3: 472 shares; 2025Q4: 473 shares; 2026Q1: 441 shares 441 $90.9K 0.02% -32 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 1,021 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 1,159 shares 1,159 $90.9K 0.02% +234 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 303 shares; 2025Q1: 332 shares; 2025Q2: 355 shares; 2025Q3: 400 shares; 2025Q4: 437 shares; 2026Q1: 443 shares 443 $90.1K 0.02% +6 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 187 shares; 2025Q1: 183 shares; 2025Q2: 179 shares; 2025Q3: 180 shares; 2025Q4: 932 shares; 2026Q1: 857 shares 857 $89.6K 0.02% -75 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 958 shares; 2025Q1: 878 shares; 2025Q2: 851 shares; 2025Q3: 878 shares; 2025Q4: 893 shares; 2026Q1: 911 shares 911 $89K 0.02% +18 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 7,536 shares; 2025Q1: 7,570 shares; 2025Q2: 7,570 shares; 2025Q3: 6,919 shares; 2025Q4: 6,855 shares; 2026Q1: 6,632 shares 6,632 $87.1K 0.02% -223 Timeline AQWA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares 4,580 $86.9K 0.02% 0 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,170 shares; 2025Q4: 1,180 shares; 2026Q1: 1,165 shares 1,165 $86.4K 0.02% -15 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 452 shares; 2025Q1: 464 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 460 shares; 2026Q1: 504 shares 504 $85.2K 0.02% +44 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 145 shares; 2025Q3: 132 shares; 2025Q4: 126 shares; 2026Q1: 141 shares 141 $85.2K 0.02% +15 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413 $85K 0.02% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 558 shares; 2025Q1: 941 shares; 2025Q2: 921 shares; 2025Q3: 928 shares; 2025Q4: 983 shares; 2026Q1: 987 shares 987 $83.5K 0.02% +4 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: 1,277 shares; 2025Q2: 1,219 shares; 2025Q3: 967 shares; 2025Q4: 1,192 shares; 2026Q1: 1,133 shares 1,133 $82.9K 0.02% -59 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 3,205 shares; 2025Q4: 3,205 shares; 2026Q1: 3,205 shares 3,205 $82.3K 0.02% 0 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 1,075 shares; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares 3,180 $82.1K 0.02% 0 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,305 shares; 2026Q1: 2,615 shares 2,615 $80.4K 0.02% +1,310 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,098 shares; 2025Q1: 3,098 shares; 2025Q2: 3,098 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 3,075 shares 3,075 $80.1K 0.02% +15 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $79.7K 0.02% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770 shares 770 $79.6K 0.02% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 872 shares; 2026Q1: 875 shares 875 $79.6K 0.02% +3 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; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $77.1K 0.02% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $76.7K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 1,676 shares; 2025Q4: 683 shares; 2026Q1: 843 shares 843 $76.3K 0.02% +160 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 781 shares; 2025Q1: 768 shares; 2025Q2: 820 shares; 2025Q3: 739 shares; 2025Q4: 778 shares; 2026Q1: 778 shares 778 $75.1K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 3,740 shares; 2026Q1: 3,740 shares 3,740 $75K 0.02% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $74.8K 0.02% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $74.5K 0.02% 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; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,007 shares 1,007 $73.3K 0.02% +7 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $73.2K 0.02% 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; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 532 shares; 2025Q3: 588 shares; 2025Q4: 580 shares; 2026Q1: 610 shares 610 $72.4K 0.02% +30 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 719 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 587 shares; 2025Q4: 1,174 shares; 2026Q1: 1,574 shares 1,574 $72.2K 0.02% +400 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; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 111 shares; 2025Q1: 140 shares; 2025Q2: 321 shares; 2025Q3: 275 shares; 2025Q4: 383 shares; 2026Q1: 534 shares 534 $72.2K 0.02% +151 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,179 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares 1,160 $71.7K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,283 shares; 2025Q1: 2,666 shares; 2025Q2: 2,123 shares; 2025Q3: 1,568 shares; 2025Q4: 1,544 shares; 2026Q1: 1,929 shares 1,929 $70.9K 0.02% +385 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,655 shares; 2025Q3: 1,503 shares; 2025Q4: 1,580 shares; 2026Q1: 2,078 shares 2,078 $69.7K 0.02% +498 Timeline FLEU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,150 shares 2,150 $69.5K 0.02% -60 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 602 shares 602 $69.5K 0.02% -46 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $68.3K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 661 shares; 2025Q1: 703 shares; 2025Q2: 955 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 857 shares 857 $68.1K 0.02% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares 1,524 $67.7K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 589 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares 526 $67.4K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 78 shares; 2025Q3: 75 shares; 2025Q4: 72 shares; 2026Q1: 75 shares 75 $67.1K 0.01% +3 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 480 shares; 2025Q1: 477 shares; 2025Q2: 480 shares; 2025Q3: 447 shares; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $67.1K 0.01% 0 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $66.3K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 463 shares 463 $65.9K 0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 736 shares; 2025Q1: 1,081 shares; 2025Q2: 1,094 shares; 2025Q3: 1,096 shares; 2025Q4: 1,079 shares; 2026Q1: 993 shares 993 $65.5K 0.01% -86 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 737 shares; 2026Q1: 737 shares 737 $65K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $64.6K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 120 shares; 2025Q1: 113 shares; 2025Q2: 146 shares; 2025Q3: 152 shares; 2025Q4: 145 shares; 2026Q1: 149 shares 149 $64.4K 0.01% +4 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,362 shares; 2025Q2: 1,268 shares; 2025Q3: 1,320 shares; 2025Q4: 1,333 shares; 2026Q1: 1,293 shares 1,293 $63.4K 0.01% -40 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 815 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 554 shares 554 $63.1K 0.01% +5 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 876 shares; 2025Q1: 965 shares; 2025Q2: 1,079 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $61.8K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 549 shares; 2025Q1: 804 shares; 2025Q2: 884 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 888 shares 888 $61.6K 0.01% -2 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 536 shares; 2025Q1: 346 shares; 2025Q2: 414 shares; 2025Q3: 346 shares; 2025Q4: 294 shares; 2026Q1: 316 shares 316 $61.3K 0.01% +22 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $61.3K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares 171 $61K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 4,126 shares; 2025Q1: 4,094 shares; 2025Q2: 4,565 shares; 2025Q3: 4,644 shares; 2025Q4: 4,572 shares; 2026Q1: 4,480 shares 4,480 $60.5K 0.01% -92 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $60.4K 0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,097 shares; 2025Q1: 2,106 shares; 2025Q2: 2,161 shares; 2025Q3: 2,090 shares; 2025Q4: 1,893 shares; 2026Q1: 1,779 shares 1,779 $60.1K 0.01% -114 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares 547 $60K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 1,147 shares; 2025Q1: 2,642 shares; 2025Q2: 2,596 shares; 2025Q3: 908 shares; 2025Q4: 1,665 shares; 2026Q1: 2,420 shares 2,420 $59.1K 0.01% +755 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,881 shares 2,881 $59.1K 0.01% new 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; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 419 shares; 2025Q1: 426 shares; 2025Q2: 429 shares; 2025Q3: 5 shares; 2025Q4: 381 shares; 2026Q1: 385 shares 385 $58.9K 0.01% +4 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 77 shares; 2025Q1: 105 shares; 2025Q2: 50 shares; 2025Q3: 57 shares; 2025Q4: 98 shares; 2026Q1: 109 shares 109 $58.6K 0.01% +11 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414 $58.6K 0.01% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,349 shares; 2025Q1: 2,373 shares; 2025Q2: 2,436 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 2,418 shares 2,418 $58.5K 0.01% -20 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 197 shares; 2025Q1: 242 shares; 2025Q2: 210 shares; 2025Q3: 86 shares; 2025Q4: 179 shares; 2026Q1: 238 shares 238 $57.9K 0.01% +59 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $57.5K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 375 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $57.4K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 586 shares; 2025Q2: 541 shares; 2025Q3: 511 shares; 2025Q4: 507 shares; 2026Q1: 590 shares 590 $56.9K 0.01% +83 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 2,400 shares; 2025Q1: 1,950 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares 1,115 $56.8K 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; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $56.5K 0.01% 0 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $55.8K 0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares 1,075 $55.7K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 543 shares; 2025Q1: 736 shares; 2025Q2: 423 shares; 2025Q3: 570 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $54.6K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 200 shares; 2025Q1: 215 shares; 2025Q2: 385 shares; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: 381 shares 381 $54.6K 0.01% -17 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,205 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $53.8K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145 $53.7K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 506 shares; 2025Q1: 457 shares; 2025Q2: 717 shares; 2025Q3: 831 shares; 2025Q4: 814 shares; 2026Q1: 789 shares 789 $53.7K 0.01% -25 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 548 shares; 2025Q2: 567 shares; 2025Q3: 591 shares; 2025Q4: 577 shares; 2026Q1: 580 shares 580 $52.8K 0.01% +3 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 876 shares 876 $52.6K 0.01% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743 $52.2K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 247 shares 247 $52.2K 0.01% +61 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,246 shares; 2025Q1: 1,290 shares; 2025Q2: 1,281 shares; 2025Q3: 1,091 shares; 2025Q4: 1,173 shares; 2026Q1: 1,059 shares 1,059 $51K 0.01% -114 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $50.8K 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; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 671 shares 671 $50.4K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 232 shares 232 $50.3K 0.01% +7 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 118 shares; 2025Q3: 229 shares; 2025Q4: 241 shares; 2026Q1: 248 shares 248 $50.3K 0.01% +7 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 7,170 shares; 2025Q1: 5,560 shares; 2025Q2: 6,519 shares; 2025Q3: 6,948 shares; 2025Q4: 6,987 shares; 2026Q1: 6,987 shares 6,987 $49.5K 0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 503 shares; 2025Q1: 451 shares; 2025Q2: 360 shares; 2025Q3: 390 shares; 2025Q4: 480 shares; 2026Q1: 522 shares 522 $49.5K 0.01% +42 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; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 654 shares; 2025Q1: 594 shares; 2025Q2: 637 shares; 2025Q3: 433 shares; 2025Q4: 422 shares; 2026Q1: 467 shares 467 $49.4K 0.01% +45 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 615 shares; 2025Q1: 473 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 687 shares; 2026Q1: 789 shares 789 $49.4K 0.01% +102 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 600 shares; 2025Q1: 623 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 600 shares; 2026Q1: 607 shares 607 $49.4K 0.01% +7 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 376 shares 376 $49.2K 0.01% +63 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,847 shares; 2024Q4: 4,814 shares; 2025Q1: 4,782 shares; 2025Q2: 3,635 shares; 2025Q3: 3,247 shares; 2025Q4: 2,969 shares; 2026Q1: 2,983 shares 2,983 $49K 0.01% +14 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $48.7K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,428 shares; 2025Q1: 1,627 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 1,187 shares; 2026Q1: 1,411 shares 1,411 $48.6K 0.01% +224 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 600 shares 600 $48.4K 0.01% -15 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 231 shares; 2025Q1: 260 shares; 2025Q2: 352 shares; 2025Q3: 444 shares; 2025Q4: 453 shares; 2026Q1: 534 shares 534 $48.1K 0.01% +81 Timeline XOEX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,205 shares; 2025Q1: 3,205 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 2,890 shares; 2026Q1: 1,340 shares 1,340 $47.5K 0.01% -1,550 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 174 shares; 2025Q1: 140 shares; 2025Q2: 201 shares; 2025Q3: 239 shares; 2025Q4: 702 shares; 2026Q1: 732 shares 732 $47.3K 0.01% +30 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $47.3K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 415 shares; 2025Q1: 46 shares; 2025Q2: 804 shares; 2025Q3: 847 shares; 2025Q4: 866 shares; 2026Q1: 866 shares 866 $47K 0.01% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,440 shares; 2025Q1: 912 shares; 2025Q2: 575 shares; 2025Q3: 818 shares; 2025Q4: 902 shares; 2026Q1: 912 shares 912 $46.9K 0.01% +10 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares 476 $46.3K 0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 693 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 603 shares; 2025Q4: 628 shares; 2026Q1: 635 shares 635 $46.2K 0.01% +7 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 53 shares; 2025Q1: 265 shares; 2025Q2: 1,537 shares; 2025Q3: 1,787 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares 1,537 $46.1K 0.01% 0 Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares 4,250 $45.9K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 962 shares; 2026Q1: 940 shares 940 $45.9K 0.01% -22 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 441 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 404 shares 404 $45.4K 0.01% +11 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $45.2K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 178 shares; 2026Q1: 180 shares 180 $44.5K 0.01% +2 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $44.5K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 213 shares 213 $44.3K 0.01% +152 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 992 shares; 2025Q3: 918 shares; 2025Q4: 1,114 shares; 2026Q1: 1,050 shares 1,050 $43.7K 0.01% -64 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 247 shares; 2025Q1: 219 shares; 2025Q2: 896 shares; 2025Q3: 1,088 shares; 2025Q4: 896 shares; 2026Q1: 896 shares 896 $43.7K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 48 shares; 2025Q1: 142 shares; 2025Q2: 228 shares; 2025Q3: 295 shares; 2025Q4: 303 shares; 2026Q1: 326 shares 326 $43.1K 0.01% +23 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 409 shares; 2025Q1: 396 shares; 2025Q2: 381 shares; 2025Q3: 251 shares; 2025Q4: 380 shares; 2026Q1: 245 shares 245 $42.5K 0.01% -135 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 3,785 shares; 2025Q1: 3,785 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,665 shares; 2026Q1: 1,185 shares 1,185 $42.3K 0.01% -480 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 48 shares; 2025Q2: 43 shares; 2025Q3: 44 shares; 2025Q4: 42 shares; 2026Q1: 44 shares 44 $42.3K 0.01% +2 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 196 shares; 2025Q1: 183 shares; 2025Q2: 192 shares; 2025Q3: 203 shares; 2025Q4: 232 shares; 2026Q1: 234 shares 234 $42K 0.01% +2 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $41.4K 0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $40.6K 0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares 1,396 $40.6K 0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,608 shares; 2024Q4: 2,111 shares; 2025Q1: 2,073 shares; 2025Q2: 2,170 shares; 2025Q3: 2,521 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $40.2K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 389 shares; 2026Q1: 344 shares 344 $39.6K 0.01% -45 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681 $39.5K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 17 shares; 2025Q1: 56 shares; 2025Q2: 124 shares; 2025Q3: 140 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $39.4K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $39.2K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares 1,273 $39.1K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 2,125 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $39K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 668 shares; 2025Q4: 515 shares; 2026Q1: 715 shares 715 $38.7K 0.01% +200 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $38.4K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 251 shares; 2025Q1: 210 shares; 2025Q2: 457 shares; 2025Q3: 485 shares; 2025Q4: 503 shares; 2026Q1: 488 shares 488 $38.3K 0.01% -15 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 9 shares 9 $37.9K 0.01% -1 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 943 shares 943 $37.4K 0.01% +18 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 114 shares 114 $37.3K 0.01% +32 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares; 2026Q1: 1,876 shares 1,876 $37.1K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $36.8K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 830 shares; 2025Q3: 794 shares; 2025Q4: 806 shares; 2026Q1: 793 shares 793 $36.8K 0.01% -13 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 255 shares; 2025Q2: 415 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $36.5K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,148 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $36.4K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,954 shares; 2025Q1: 5,476 shares; 2025Q2: 5,931 shares; 2025Q3: 4,499 shares; 2025Q4: 3,658 shares; 2026Q1: 3,618 shares 3,618 $36.2K 0.01% -40 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 96 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $35.7K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: 12 shares; 2025Q3: 17 shares; 2025Q4: 3 shares; 2026Q1: 36 shares 36 $35.3K 0.01% +33 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473 $35.1K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $34.9K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $34.8K 0.01% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $34.6K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares; 2026Q1: 234 shares 234 $34.1K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $33.6K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 266 shares 266 $33.3K 0.01% +11 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,050 shares; 2025Q1: 2,826 shares; 2025Q2: 2,463 shares; 2025Q3: 690 shares; 2025Q4: 1,074 shares; 2026Q1: 1,157 shares 1,157 $33.2K 0.01% +83 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 88 shares; 2025Q3: 283 shares; 2025Q4: 221 shares; 2026Q1: 417 shares 417 $31.8K 0.01% +196 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $31.8K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 288 shares; 2025Q2: 228 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 298 shares 298 $31.3K 0.01% +21 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares 771 $31K 0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares 1,451 $30.7K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 81 shares; 2025Q2: 123 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 44 shares 44 $30.7K 0.01% -29 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $30.4K 0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $30.2K 0.01% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 426 shares; 2025Q1: 399 shares; 2025Q2: 401 shares; 2025Q3: 403 shares; 2025Q4: 399 shares; 2026Q1: 353 shares 353 $29.9K 0.01% -46 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 167 shares; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,307 shares; 2025Q4: 1,386 shares; 2026Q1: 1,370 shares 1,370 $29.9K 0.01% -16 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 320 shares 320 $29.9K 0.01% +12 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 74 shares; 2025Q1: 66 shares; 2025Q2: 76 shares; 2025Q3: 59 shares; 2025Q4: 76 shares; 2026Q1: 64 shares 64 $29.5K 0.01% -12 Timeline