AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 706,554 shares; 2024Q2: 707,867 shares; 2024Q3: 662,801 shares; 2024Q4: 650,634 shares; 2025Q1: 650,320 shares 650,320 $144M 6.45% -314 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 250,156 shares; 2024Q2: 246,280 shares; 2024Q3: 257,996 shares; 2024Q4: 268,016 shares; 2025Q1: 281,944 shares 281,944 $106M 4.72% +13,928 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 167,773 shares; 2024Q2: 174,171 shares; 2024Q3: 179,457 shares; 2024Q4: 182,032 shares; 2025Q1: 187,570 shares 187,570 $99.9M 4.46% +5,538 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 457,741 shares; 2024Q2: 472,778 shares; 2024Q3: 485,009 shares; 2024Q4: 489,812 shares; 2025Q1: 482,900 shares 482,900 $91.9M 4.1% -6,912 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,096 shares; 2024Q2: 590,185 shares; 2024Q3: 631,667 shares; 2024Q4: 612,125 shares; 2025Q1: 795,044 shares 795,044 $86.2M 3.84% +182,919 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 160,169 shares; 2024Q2: 198,940 shares; 2024Q3: 231,566 shares; 2024Q4: 467,464 shares; 2025Q1: 480,092 shares 480,092 $81.9M 3.66% +12,628 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182,458 shares; 2024Q2: 180,952 shares; 2024Q3: 243,172 shares; 2024Q4: 284,661 shares; 2025Q1: 332,397 shares 332,397 $81.5M 3.64% +47,736 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 542,078 shares; 2024Q2: 544,086 shares; 2024Q3: 526,956 shares; 2024Q4: 537,201 shares; 2025Q1: 492,306 shares 492,306 $76.1M 3.4% -44,895 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 407,972 shares; 2024Q2: 423,432 shares; 2024Q3: 427,708 shares; 2024Q4: 545,934 shares; 2025Q1: 587,411 shares 587,411 $64.2M 2.86% +41,477 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 167,109 shares; 2024Q2: 176,803 shares; 2024Q3: 186,968 shares; 2024Q4: 188,333 shares; 2025Q1: 237,680 shares 237,680 $60.4M 2.7% +49,347 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,330 shares; 2024Q2: 108,826 shares; 2024Q3: 123,716 shares; 2024Q4: 102,866 shares; 2025Q1: 102,392 shares 102,392 $59M 2.63% -474 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,796 shares; 2024Q2: 123,525 shares; 2024Q3: 155,675 shares; 2024Q4: 198,726 shares; 2025Q1: 402,525 shares 402,525 $57.7M 2.57% +203,799 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 497,670 shares; 2024Q2: 592,733 shares; 2024Q3: 657,008 shares; 2024Q4: 696,223 shares; 2025Q1: 672,244 shares 672,244 $47.7M 2.13% -23,979 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 574,888 shares; 2024Q2: 623,549 shares; 2024Q3: 615,962 shares; 2024Q4: 648,399 shares; 2025Q1: 659,077 shares 659,077 $47.2M 2.11% +10,678 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 113,456 shares; 2024Q2: 110,354 shares; 2024Q3: 116,566 shares; 2024Q4: 125,141 shares; 2025Q1: 139,204 shares 139,204 $45.9M 2.05% +14,063 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 294,340 shares; 2024Q2: 168,845 shares; 2024Q3: 176,629 shares; 2024Q4: 171,559 shares; 2025Q1: 172,125 shares 172,125 $45.7M 2.04% +566 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 221,065 shares; 2024Q2: 201,073 shares; 2024Q3: 197,020 shares; 2024Q4: 121,093 shares; 2025Q1: 199,629 shares 199,629 $43.4M 1.94% +78,536 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 562 shares; 2024Q2: 489 shares; 2024Q3: not reported; 2024Q4: 355 shares; 2025Q1: 73,307 shares 73,307 $40M 1.79% +72,952 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68,336 shares; 2024Q2: 95,138 shares; 2024Q3: 99,795 shares; 2024Q4: 94,648 shares; 2025Q1: 66,033 shares 66,033 $32.7M 1.46% -28,615 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61,371 shares; 2024Q2: 51,624 shares; 2024Q3: 60,913 shares; 2024Q4: 81,564 shares; 2025Q1: 49,269 shares 49,269 $32.6M 1.46% -32,295 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,483 shares; 2024Q2: 5,054 shares; 2024Q3: 43,774 shares; 2024Q4: 50,571 shares; 2025Q1: 194,028 shares 194,028 $32.2M 1.44% +143,457 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 511,171 shares; 2024Q2: 545,404 shares; 2024Q3: 645,058 shares; 2024Q4: 664,719 shares; 2025Q1: 688,201 shares 688,201 $31.2M 1.39% +23,482 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,516 shares; 2024Q2: 33,876 shares; 2024Q3: 29,376 shares; 2024Q4: 28,423 shares; 2025Q1: 30,895 shares 30,895 $29.2M 1.3% +2,472 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67,835 shares; 2024Q2: 71,133 shares; 2024Q3: 72,109 shares; 2024Q4: 49,021 shares; 2025Q1: 30,283 shares 30,283 $28.2M 1.26% -18,738 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,384 shares; 2024Q2: 48,425 shares; 2024Q3: 46,926 shares; 2024Q4: 45,363 shares; 2025Q1: 118,449 shares 118,449 $28M 1.25% +73,086 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 111,572 shares; 2024Q2: 114,759 shares; 2024Q3: 117,802 shares; 2024Q4: 119,538 shares; 2025Q1: 73,774 shares 73,774 $25.9M 1.15% -45,764 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,453 shares; 2024Q2: 88,234 shares; 2024Q3: 86,661 shares; 2024Q4: 84,604 shares; 2025Q1: 81,018 shares 81,018 $25.3M 1.13% -3,586 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 245,728 shares; 2024Q2: 162,457 shares; 2024Q3: 163,314 shares; 2024Q4: 149,314 shares; 2025Q1: 152,078 shares 152,078 $25.2M 1.13% +2,764 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,479 shares; 2024Q2: 7,557 shares; 2024Q3: 90,343 shares; 2024Q4: 119,949 shares; 2025Q1: 111,576 shares 111,576 $24.7M 1.1% -8,373 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,697 shares; 2024Q2: 135,116 shares; 2024Q3: 150,874 shares; 2024Q4: 144,412 shares; 2025Q1: 160,678 shares 160,678 $24.7M 1.1% +16,266 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 427,991 shares; 2024Q2: 417,452 shares; 2024Q3: 425,138 shares; 2024Q4: 414,010 shares; 2025Q1: 395,866 shares 395,866 $24.4M 1.09% -18,144 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,222 shares; 2024Q2: 36,266 shares; 2024Q3: 33,923 shares; 2024Q4: 58,997 shares; 2025Q1: 66,523 shares 66,523 $24.4M 1.09% +7,526 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 249,546 shares; 2024Q2: 285,100 shares; 2024Q3: 295,829 shares; 2024Q4: 292,808 shares; 2025Q1: 295,666 shares 295,666 $23.7M 1.06% +2,858 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,657 shares; 2024Q2: 75,974 shares; 2024Q3: 84,058 shares; 2024Q4: 82,332 shares; 2025Q1: 85,188 shares 85,188 $23.2M 1.03% +2,856 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 202,344 shares; 2024Q2: 217,896 shares; 2024Q3: 214,268 shares; 2024Q4: 172,370 shares; 2025Q1: 178,191 shares 178,191 $19.4M 0.86% +5,821 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 172,008 shares; 2024Q2: 182,479 shares; 2024Q3: 180,134 shares; 2024Q4: 230,532 shares; 2025Q1: 222,161 shares 222,161 $18.2M 0.81% -8,371 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 188,779 shares; 2024Q2: 205,631 shares; 2024Q3: 219,841 shares; 2024Q4: 238,032 shares; 2025Q1: 237,897 shares 237,897 $17.8M 0.79% -135 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 207,603 shares; 2024Q2: 216,252 shares; 2024Q3: 210,615 shares; 2024Q4: 189,046 shares; 2025Q1: 187,465 shares 187,465 $17.3M 0.77% -1,581 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 245,556 shares; 2024Q2: 242,740 shares; 2024Q3: 235,456 shares; 2024Q4: 264,738 shares; 2025Q1: 286,047 shares 286,047 $17M 0.76% +21,309 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 97,276 shares; 2024Q2: 99,426 shares; 2024Q3: 98,017 shares; 2024Q4: 99,377 shares; 2025Q1: 93,027 shares 93,027 $16.7M 0.75% -6,350 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,244 shares; 2024Q2: 86,387 shares; 2024Q3: 85,949 shares; 2024Q4: 33,054 shares; 2025Q1: 30,624 shares 30,624 $16M 0.72% -2,430 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83,468 shares; 2024Q2: 89,278 shares; 2024Q3: 82,402 shares; 2024Q4: 85,573 shares; 2025Q1: 86,919 shares 86,919 $15M 0.67% +1,346 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 112,146 shares; 2024Q2: 121,876 shares; 2024Q3: 123,723 shares; 2024Q4: 77,906 shares; 2025Q1: 86,391 shares 86,391 $14.5M 0.64% +8,485 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,813 shares; 2024Q2: 23,930 shares; 2024Q3: 51,108 shares; 2024Q4: 29,660 shares; 2025Q1: 30,233 shares 30,233 $13.5M 0.6% +573 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,123 shares; 2024Q2: 101,264 shares; 2024Q3: 90,193 shares; 2024Q4: 71,650 shares; 2025Q1: 49,404 shares 49,404 $12.8M 0.57% -22,246 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30,935 shares; 2024Q4: 29,930 shares; 2025Q1: 203,088 shares 203,088 $12.6M 0.56% +173,158 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,214 shares; 2024Q2: 8,440 shares; 2024Q3: 4,770 shares; 2024Q4: 205,005 shares; 2025Q1: 284,039 shares 284,039 $11.9M 0.53% +79,034 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,727 shares; 2024Q2: 14,097 shares; 2024Q3: 14,962 shares; 2024Q4: 12,471 shares; 2025Q1: 13,940 shares 13,940 $11.5M 0.51% +1,469 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,595 shares; 2024Q2: 22,815 shares; 2024Q3: 21,741 shares; 2024Q4: 22,378 shares; 2025Q1: 22,993 shares 22,993 $10.8M 0.48% +615 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,430 shares; 2024Q2: 164,104 shares; 2024Q3: 190,291 shares; 2024Q4: 204,829 shares; 2025Q1: 201,230 shares 201,230 $10.1M 0.45% -3,599 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,962 shares; 2024Q2: 48,843 shares; 2024Q3: 941 shares; 2024Q4: 39,967 shares; 2025Q1: 28,038 shares 28,038 $9.89M 0.44% -11,929 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,324 shares; 2024Q2: 58,968 shares; 2024Q3: 35,104 shares; 2024Q4: 36,301 shares; 2025Q1: 31,640 shares 31,640 $8.96M 0.4% -4,661 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,792 shares; 2024Q2: 15,547 shares; 2024Q3: 233,549 shares; 2024Q4: 73,294 shares; 2025Q1: 103,249 shares 103,249 $8.71M 0.39% +29,955 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48,362 shares; 2024Q2: 47,091 shares; 2024Q3: 45,878 shares; 2024Q4: 46,277 shares; 2025Q1: 44,834 shares 44,834 $8.7M 0.39% -1,443 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,528 shares; 2024Q2: 56,216 shares; 2024Q3: 50,287 shares; 2024Q4: 50,426 shares; 2025Q1: 47,688 shares 47,688 $7.45M 0.33% -2,738 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,532 shares; 2024Q2: 25,532 shares; 2024Q3: 25,532 shares; 2024Q4: 25,545 shares; 2025Q1: 25,545 shares 25,545 $7.38M 0.33% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,168 shares; 2024Q2: 15,739 shares; 2024Q3: 13,082 shares; 2024Q4: 16,632 shares; 2025Q1: 13,489 shares 13,489 $6.93M 0.31% -3,143 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,274 shares; 2024Q2: 48,408 shares; 2024Q3: 46,780 shares; 2024Q4: 47,312 shares; 2025Q1: 45,947 shares 45,947 $6.42M 0.29% -1,365 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,201 shares; 2024Q2: 41,739 shares; 2024Q3: 41,513 shares; 2024Q4: 40,640 shares; 2025Q1: 53,655 shares 53,655 $6.38M 0.28% +13,015 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 231,615 shares; 2024Q2: 223,998 shares; 2024Q3: 231,527 shares; 2024Q4: 229,338 shares; 2025Q1: 68,262 shares 68,262 $6.13M 0.27% -161,076 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,416 shares; 2024Q2: 155,484 shares; 2024Q3: 146,569 shares; 2024Q4: 20,528 shares; 2025Q1: 19,610 shares 19,610 $6.11M 0.27% -918 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 89,651 shares; 2024Q2: 83,225 shares; 2024Q3: 80,610 shares; 2024Q4: 128,721 shares; 2025Q1: 126,017 shares 126,017 $5.08M 0.23% -2,704 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,856 shares; 2024Q2: 57,488 shares; 2024Q3: 52,461 shares; 2024Q4: 160,765 shares; 2025Q1: 177,399 shares 177,399 $4.96M 0.22% +16,634 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,227 shares; 2024Q2: 1,444 shares; 2024Q3: 16,694 shares; 2024Q4: 16,767 shares; 2025Q1: 27,966 shares 27,966 $4.68M 0.21% +11,199 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,802 shares; 2024Q2: 6,902 shares; 2024Q3: 5,643 shares; 2024Q4: 6,652 shares; 2025Q1: 8,223 shares 8,223 $4.6M 0.21% +1,571 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,337 shares; 2024Q2: 23,099 shares; 2024Q3: 21,022 shares; 2024Q4: 20,322 shares; 2025Q1: 19,798 shares 19,798 $4.37M 0.2% -524 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81,104 shares; 2024Q2: 26,115 shares; 2024Q3: 28,851 shares; 2024Q4: 27,204 shares; 2025Q1: 26,244 shares 26,244 $4.32M 0.19% -960 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,627 shares; 2024Q2: 36,953 shares; 2024Q3: 29,451 shares; 2024Q4: 30,061 shares; 2025Q1: 47,583 shares 47,583 $4.18M 0.19% +17,522 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,164 shares; 2024Q2: 50,643 shares; 2024Q3: 47,168 shares; 2024Q4: 27,107 shares; 2025Q1: 39,068 shares 39,068 $4.01M 0.18% +11,961 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 444 shares; 2024Q2: 459 shares; 2024Q3: 467 shares; 2024Q4: 473 shares; 2025Q1: 1,955 shares 1,955 $3.61M 0.16% +1,482 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,884 shares; 2024Q2: 12,894 shares; 2024Q3: 11,832 shares; 2024Q4: 11,801 shares; 2025Q1: 11,487 shares 11,487 $3.55M 0.16% -314 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,568 shares; 2024Q2: 41,281 shares; 2024Q3: 41,176 shares; 2024Q4: 43,646 shares; 2025Q1: 43,556 shares 43,556 $3.44M 0.15% -90 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,320 shares; 2024Q2: 28,937 shares; 2024Q3: 26,994 shares; 2024Q4: 27,230 shares; 2025Q1: 26,628 shares 26,628 $3.43M 0.15% -602 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,034 shares; 2024Q2: 38,337 shares; 2024Q3: 36,385 shares; 2024Q4: 36,180 shares; 2025Q1: 42,647 shares 42,647 $3.06M 0.14% +6,467 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,790 shares; 2024Q2: 17,440 shares; 2024Q3: 21,282 shares; 2024Q4: 24,227 shares; 2025Q1: 22,798 shares 22,798 $2.94M 0.13% -1,429 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,878 shares; 2024Q2: 6,971 shares; 2024Q3: 6,488 shares; 2024Q4: 6,390 shares; 2025Q1: 19,568 shares 19,568 $2.84M 0.13% +13,178 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 110,563 shares; 2024Q2: 157,461 shares; 2024Q3: 50,513 shares; 2024Q4: 47,419 shares; 2025Q1: 65,038 shares 65,038 $2.71M 0.12% +17,619 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 112,877 shares; 2024Q2: 29,526 shares; 2024Q3: 42,879 shares; 2024Q4: 28,413 shares; 2025Q1: 27,040 shares 27,040 $2.65M 0.12% -1,373 Timeline SPHQ 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,220 shares; 2024Q2: 41,762 shares; 2024Q3: 39,778 shares; 2024Q4: 40,366 shares; 2025Q1: 39,176 shares 39,176 $2.6M 0.12% -1,190 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,797 shares; 2024Q2: 24,801 shares; 2024Q3: 24,324 shares; 2024Q4: 15,157 shares; 2025Q1: 19,508 shares 19,508 $2.58M 0.12% +4,351 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,549 shares; 2024Q2: 10,726 shares; 2024Q3: 10,255 shares; 2024Q4: 8,682 shares; 2025Q1: 9,309 shares 9,309 $2.56M 0.11% +627 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 204,072 shares; 2024Q2: 6,599 shares; 2024Q3: 8,627 shares; 2024Q4: 9,562 shares; 2025Q1: 26,660 shares 26,660 $2.55M 0.11% +17,098 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,223 shares; 2024Q2: 22,288 shares; 2024Q3: 22,025 shares; 2024Q4: 21,843 shares; 2025Q1: 31,246 shares 31,246 $2.45M 0.11% +9,403 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,912 shares; 2024Q2: 47,551 shares; 2024Q3: 48,069 shares; 2024Q4: 48,793 shares; 2025Q1: 46,470 shares 46,470 $2.37M 0.11% -2,323 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,998 shares; 2024Q2: 10,847 shares; 2024Q3: 10,956 shares; 2024Q4: 30,506 shares; 2025Q1: 27,075 shares 27,075 $2.13M 0.1% -3,431 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,815 shares; 2024Q2: 5,406 shares; 2024Q3: 5,498 shares; 2024Q4: 4,489 shares; 2025Q1: 3,879 shares 3,879 $2.13M 0.09% -610 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,724 shares; 2024Q2: 10,234 shares; 2024Q3: 7,216 shares; 2024Q4: 7,314 shares; 2025Q1: 6,882 shares 6,882 $2.11M 0.09% -432 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,531 shares; 2024Q2: 4,427 shares; 2024Q3: 3,956 shares; 2024Q4: 3,846 shares; 2025Q1: 3,738 shares 3,738 $2.1M 0.09% -108 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,273 shares; 2024Q2: 5,293 shares; 2024Q3: 7,818 shares; 2024Q4: 8,934 shares; 2025Q1: 20,130 shares 20,130 $2.03M 0.09% +11,196 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,559 shares; 2024Q2: 13,532 shares; 2024Q3: 12,857 shares; 2024Q4: 11,377 shares; 2025Q1: 11,270 shares 11,270 $1.95M 0.09% -107 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,889 shares; 2024Q2: 11,501 shares; 2024Q3: 9,999 shares; 2024Q4: 9,656 shares; 2025Q1: 11,279 shares 11,279 $1.92M 0.09% +1,623 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,630 shares; 2024Q2: 7,165 shares; 2024Q3: 5,537 shares; 2024Q4: 5,108 shares; 2025Q1: 7,507 shares 7,507 $1.87M 0.08% +2,399 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 501 shares; 2024Q2: 724 shares; 2024Q3: 796 shares; 2024Q4: 781 shares; 2025Q1: 2,723 shares 2,723 $1.85M 0.08% +1,942 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,151 shares; 2024Q2: 11,501 shares; 2024Q3: 11,093 shares; 2024Q4: 10,618 shares; 2025Q1: 10,498 shares 10,498 $1.81M 0.08% -120 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,593 shares; 2024Q2: 13,679 shares; 2024Q3: 13,497 shares; 2024Q4: 8,372 shares; 2025Q1: 8,537 shares 8,537 $1.79M 0.08% +165 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,799 shares 11,799 $1.72M 0.08% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,272 shares 55,272 $1.71M 0.08% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,400 shares; 2024Q2: 7,290 shares; 2024Q3: 7,324 shares; 2024Q4: 7,324 shares; 2025Q1: 7,221 shares 7,221 $1.68M 0.08% -103 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,425 shares; 2024Q2: 3,524 shares; 2024Q3: 3,574 shares; 2024Q4: 18,708 shares; 2025Q1: 11,458 shares 11,458 $1.67M 0.07% -7,250 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,970 shares; 2025Q1: 16,866 shares 16,866 $1.65M 0.07% +5,896 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,979 shares; 2024Q2: 18,161 shares; 2024Q3: 11,964 shares; 2024Q4: 21,886 shares; 2025Q1: 16,788 shares 16,788 $1.57M 0.07% -5,098 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,335 shares; 2024Q2: 24,195 shares; 2024Q3: 24,249 shares; 2024Q4: 24,759 shares; 2025Q1: 26,137 shares 26,137 $1.57M 0.07% +1,378 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 193 shares; 2024Q2: 201 shares; 2024Q3: 231 shares; 2024Q4: 269 shares; 2025Q1: 796 shares 796 $1.55M 0.07% +527 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,752 shares; 2024Q2: 15,619 shares; 2024Q3: 15,619 shares; 2024Q4: 15,699 shares; 2025Q1: 15,699 shares 15,699 $1.46M 0.07% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49,394 shares; 2025Q1: 17,609 shares 17,609 $1.44M 0.06% -31,785 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,686 shares; 2024Q2: 2,678 shares; 2024Q3: 4,832 shares; 2024Q4: 4,859 shares; 2025Q1: 5,429 shares 5,429 $1.4M 0.06% +570 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 61,838 shares; 2025Q1: 33,405 shares 33,405 $1.4M 0.06% -28,433 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,870 shares; 2024Q2: 1,877 shares; 2024Q3: 7,500 shares; 2024Q4: 7,086 shares; 2025Q1: 6,761 shares 6,761 $1.39M 0.06% -325 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,655 shares; 2024Q2: 3,685 shares; 2024Q3: 3,368 shares; 2024Q4: 3,066 shares; 2025Q1: 2,957 shares 2,957 $1.38M 0.06% -109 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,352 shares; 2024Q2: 4,674 shares; 2024Q3: 3,719 shares; 2024Q4: 3,539 shares; 2025Q1: 5,946 shares 5,946 $1.26M 0.06% +2,407 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,522 shares; 2024Q2: 3,189 shares; 2024Q3: 3,193 shares; 2024Q4: 3,471 shares; 2025Q1: 3,379 shares 3,379 $1.25M 0.06% -92 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,399 shares; 2024Q2: 45,937 shares; 2024Q3: 12,021 shares; 2024Q4: 9,531 shares; 2025Q1: 9,122 shares 9,122 $1.24M 0.06% -409 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,207 shares; 2024Q2: 5,108 shares; 2024Q3: 5,262 shares; 2024Q4: 5,216 shares; 2025Q1: 6,442 shares 6,442 $1.22M 0.05% +1,226 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,435 shares; 2024Q2: 5,309 shares; 2024Q3: 5,067 shares; 2024Q4: 5,137 shares; 2025Q1: 5,136 shares 5,136 $1.2M 0.05% -1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,787 shares; 2024Q2: 5,287 shares; 2024Q3: 5,074 shares; 2024Q4: 5,003 shares; 2025Q1: 8,144 shares 8,144 $1.14M 0.05% +3,141 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,011 shares; 2024Q2: 1,691 shares; 2024Q3: 2,015 shares; 2024Q4: 1,897 shares; 2025Q1: 5,109 shares 5,109 $1.02M 0.05% +3,212 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,098 shares; 2024Q2: 14,269 shares; 2024Q3: 8,924 shares; 2024Q4: 8,804 shares; 2025Q1: 10,262 shares 10,262 $1.01M 0.05% +1,458 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,626 shares 83,626 $1.01M 0.05% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,680 shares; 2025Q1: 13,568 shares 13,568 $986K 0.04% +888 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,088 shares 4,088 $974K 0.04% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,629 shares; 2024Q2: 17,642 shares; 2024Q3: 15,198 shares; 2024Q4: 15,947 shares; 2025Q1: 16,398 shares 16,398 $951K 0.04% +451 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,333 shares; 2024Q2: 4,957 shares; 2024Q3: 4,404 shares; 2024Q4: not reported; 2025Q1: 15,556 shares 15,556 $949K 0.04% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 108,574 shares; 2024Q2: 78,976 shares; 2024Q3: 11,736 shares; 2024Q4: 8,528 shares; 2025Q1: 8,617 shares 8,617 $948K 0.04% +89 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,562 shares; 2024Q2: 8,460 shares; 2024Q3: 7,584 shares; 2024Q4: 7,671 shares; 2025Q1: 8,465 shares 8,465 $940K 0.04% +794 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,400 shares; 2024Q2: 2,290 shares; 2024Q3: 2,154 shares; 2024Q4: 1,954 shares; 2025Q1: 1,965 shares 1,965 $922K 0.04% +11 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,006 shares; 2024Q2: 27,124 shares; 2024Q3: 26,596 shares; 2024Q4: 23,056 shares; 2025Q1: 31,679 shares 31,679 $896K 0.04% +8,623 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,143 shares; 2024Q2: 7,621 shares; 2024Q3: 8,129 shares; 2024Q4: 6,950 shares; 2025Q1: 6,570 shares 6,570 $872K 0.04% -380 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,088 shares; 2024Q2: 1,102 shares; 2024Q3: 1,088 shares; 2024Q4: 1,096 shares; 2025Q1: 3,290 shares 3,290 $870K 0.04% +2,194 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,992 shares 32,992 $869K 0.04% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,947 shares; 2024Q2: 26,731 shares; 2024Q3: 5,984 shares; 2024Q4: 5,831 shares; 2025Q1: 7,702 shares 7,702 $863K 0.04% +1,871 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,920 shares; 2024Q2: 2,783 shares; 2024Q3: 2,501 shares; 2024Q4: 2,494 shares; 2025Q1: 2,283 shares 2,283 $850K 0.04% -211 Timeline SKY HARBOUR GROUP CORPORATIO SKY HARBOUR GROUP CORPORATIO More: the full row for SKY HARBOUR GROUP CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 177,070 shares; 2024Q2: 275,544 shares; 2024Q3: 223,486 shares; 2024Q4: 265,102 shares; 2025Q1: 275,775 shares 275,775 $849K 0.04% +10,673 PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,642 shares; 2024Q2: 8,537 shares; 2024Q3: 8,300 shares; 2024Q4: 4,816 shares; 2025Q1: 5,526 shares 5,526 $828K 0.04% +710 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,340 shares; 2024Q2: 3,316 shares; 2024Q3: 3,139 shares; 2024Q4: 3,155 shares; 2025Q1: 3,017 shares 3,017 $810K 0.04% -138 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares 1 $798K 0.04% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,783 shares; 2024Q2: 7,949 shares; 2024Q3: 7,914 shares; 2024Q4: 6,966 shares; 2025Q1: 11,126 shares 11,126 $794K 0.04% +4,160 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,386 shares 8,386 $763K 0.03% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,168 shares; 2024Q2: 6,899 shares; 2024Q3: 7,296 shares; 2024Q4: 7,557 shares; 2025Q1: 7,518 shares 7,518 $744K 0.03% -39 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,462 shares; 2024Q2: 1,487 shares; 2024Q3: 1,472 shares; 2024Q4: 1,464 shares; 2025Q1: 1,462 shares 1,462 $743K 0.03% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,089 shares; 2024Q2: 1,825 shares; 2024Q3: 1,810 shares; 2024Q4: 1,592 shares; 2025Q1: 2,576 shares 2,576 $742K 0.03% +984 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,336 shares; 2024Q2: 4,871 shares; 2024Q3: 3,750 shares; 2024Q4: 3,431 shares; 2025Q1: 3,588 shares 3,588 $741K 0.03% +157 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,930 shares; 2025Q1: 10,151 shares 10,151 $721K 0.03% +7,221 Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,927 shares; 2024Q2: 52,302 shares; 2024Q3: 49,154 shares; 2024Q4: 49,082 shares; 2025Q1: 49,079 shares 49,079 $716K 0.03% -3 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,262 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,271 shares 5,271 $697K 0.03% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,245 shares; 2024Q2: 3,945 shares; 2024Q3: 3,246 shares; 2024Q4: 3,551 shares; 2025Q1: 4,136 shares 4,136 $687K 0.03% +585 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,090 shares; 2024Q2: 1,997 shares; 2024Q3: 1,808 shares; 2024Q4: 1,847 shares; 2025Q1: 1,888 shares 1,888 $682K 0.03% +41 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,137 shares; 2024Q2: 3,089 shares; 2024Q3: 1,764 shares; 2024Q4: not reported; 2025Q1: 5,548 shares 5,548 $677K 0.03% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,341 shares; 2024Q2: 1,271 shares; 2024Q3: 1,215 shares; 2024Q4: 1,296 shares; 2025Q1: 1,222 shares 1,222 $663K 0.03% -74 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,695 shares; 2024Q2: 10,135 shares; 2024Q3: 8,092 shares; 2024Q4: 8,640 shares; 2025Q1: 11,046 shares 11,046 $648K 0.03% +2,406 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,201 shares 10,201 $631K 0.03% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,236 shares; 2024Q2: 19,236 shares; 2024Q3: 19,236 shares; 2024Q4: 19,236 shares; 2025Q1: 21,494 shares 21,494 $620K 0.03% +2,258 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,188 shares; 2024Q2: 31,152 shares; 2024Q3: 21,435 shares; 2024Q4: 20,859 shares; 2025Q1: 27,189 shares 27,189 $617K 0.03% +6,330 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,128 shares; 2024Q2: 48,562 shares; 2024Q3: 41,313 shares; 2024Q4: 33,091 shares; 2025Q1: 33,014 shares 33,014 $614K 0.03% -77 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,242 shares; 2024Q2: 5,077 shares; 2024Q3: 5,202 shares; 2024Q4: 4,967 shares; 2025Q1: 4,717 shares 4,717 $603K 0.03% -250 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,764 shares; 2024Q2: 15,685 shares; 2024Q3: 14,847 shares; 2024Q4: 4,214 shares; 2025Q1: 1,564 shares 1,564 $600K 0.03% -2,650 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,849 shares; 2024Q2: 30,277 shares; 2024Q3: 28,543 shares; 2024Q4: 25,694 shares; 2025Q1: 23,013 shares 23,013 $583K 0.03% -2,681 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,995 shares 6,995 $579K 0.03% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,762 shares; 2024Q2: 5,212 shares; 2024Q3: 5,212 shares; 2024Q4: 5,097 shares; 2025Q1: 4,927 shares 4,927 $573K 0.03% -170 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,797 shares; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 1,797 shares 1,797 $557K 0.02% -600 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,529 shares; 2024Q2: 8,050 shares; 2024Q3: 8,101 shares; 2024Q4: 7,453 shares; 2025Q1: 7,653 shares 7,653 $550K 0.02% +200 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,078 shares; 2024Q2: 40,150 shares; 2024Q3: 40,225 shares; 2024Q4: 36,444 shares; 2025Q1: 36,505 shares 36,505 $548K 0.02% +61 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,460 shares; 2024Q2: 27,455 shares; 2024Q3: 6,632 shares; 2024Q4: 20,083 shares; 2025Q1: 20,607 shares 20,607 $548K 0.02% +524 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,166 shares; 2024Q2: 15,026 shares; 2024Q3: 14,100 shares; 2024Q4: 13,957 shares; 2025Q1: 14,541 shares 14,541 $537K 0.02% +584 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,902 shares; 2024Q2: 2,852 shares; 2024Q3: 2,852 shares; 2024Q4: 2,943 shares; 2025Q1: 3,130 shares 3,130 $535K 0.02% +187 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,994 shares; 2024Q2: 16,055 shares; 2024Q3: 16,103 shares; 2024Q4: 15,248 shares; 2025Q1: 15,642 shares 15,642 $534K 0.02% +394 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,013 shares; 2024Q2: 6,031 shares; 2024Q3: 6,667 shares; 2024Q4: 5,481 shares; 2025Q1: 5,779 shares 5,779 $531K 0.02% +298 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,105 shares; 2024Q2: 7,196 shares; 2024Q3: 7,291 shares; 2024Q4: 7,595 shares; 2025Q1: 7,210 shares 7,210 $531K 0.02% -385 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,735 shares 19,735 $531K 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 663 shares; 2024Q2: 663 shares; 2024Q3: 640 shares; 2024Q4: 1,272 shares; 2025Q1: 1,263 shares 1,263 $530K 0.02% -9 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,218 shares; 2024Q2: 1,008 shares; 2024Q3: 1,277 shares; 2024Q4: 1,536 shares; 2025Q1: 1,515 shares 1,515 $529K 0.02% -21 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,916 shares; 2024Q2: 4,770 shares; 2024Q3: 4,389 shares; 2024Q4: 4,389 shares; 2025Q1: 4,827 shares 4,827 $526K 0.02% +438 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,530 shares 4,530 $524K 0.02% new Timeline FTSL 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,243 shares; 2024Q2: 11,143 shares; 2024Q3: 11,143 shares; 2024Q4: 11,154 shares; 2025Q1: 11,171 shares 11,171 $510K 0.02% +17 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,941 shares 1,941 $499K 0.02% new Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,590 shares 9,590 $479K 0.02% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,259 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 2,083 shares 2,083 $475K 0.02% +833 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares 6,000 $472K 0.02% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,121 shares 5,121 $470K 0.02% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,809 shares; 2024Q2: 3,809 shares; 2024Q3: 3,809 shares; 2024Q4: 3,816 shares; 2025Q1: 3,821 shares 3,821 $466K 0.02% +5 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 352 shares; 2024Q2: 329 shares; 2024Q3: 375 shares; 2024Q4: 377 shares; 2025Q1: 581 shares 581 $463K 0.02% +204 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 7,711 shares; 2024Q3: 8,106 shares; 2024Q4: 8,456 shares; 2025Q1: 14,595 shares 14,595 $452K 0.02% +6,139 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,006 shares; 2024Q2: 1,994 shares; 2024Q3: 1,994 shares; 2024Q4: 1,874 shares; 2025Q1: 1,873 shares 1,873 $444K 0.02% -1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,866 shares; 2024Q2: 3,000 shares; 2024Q3: 3,021 shares; 2024Q4: 2,987 shares; 2025Q1: 2,789 shares 2,789 $443K 0.02% -198 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,661 shares; 2024Q2: 5,253 shares; 2024Q3: 4,145 shares; 2024Q4: 4,146 shares; 2025Q1: 4,459 shares 4,459 $442K 0.02% +313 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,675 shares; 2024Q2: 4,851 shares; 2024Q3: 4,736 shares; 2024Q4: 3,044 shares; 2025Q1: 3,608 shares 3,608 $440K 0.02% +564 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,402 shares 1,402 $440K 0.02% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,975 shares; 2024Q2: 5,975 shares; 2024Q3: 5,875 shares; 2024Q4: 5,875 shares; 2025Q1: 5,375 shares 5,375 $432K 0.02% -500 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 843 shares; 2024Q3: 1,044 shares; 2024Q4: 28,350 shares; 2025Q1: 2,286 shares 2,286 $430K 0.02% -26,064 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,643 shares; 2025Q1: 15,030 shares 15,030 $429K 0.02% +5,387 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,602 shares; 2024Q2: 4,613 shares; 2024Q3: 4,311 shares; 2024Q4: 3,550 shares; 2025Q1: 2,510 shares 2,510 $428K 0.02% -1,040 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,020 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 5,300 shares 5,300 $427K 0.02% +1,300 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,926 shares; 2024Q2: 1,773 shares; 2024Q3: 1,773 shares; 2024Q4: 1,774 shares; 2025Q1: 2,091 shares 2,091 $423K 0.02% +317 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,356 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares 3,045 $420K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,910 shares; 2024Q2: 1,836 shares; 2024Q3: 1,826 shares; 2024Q4: 1,931 shares; 2025Q1: 1,632 shares 1,632 $405K 0.02% -299 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 886 shares; 2024Q3: 837 shares; 2024Q4: 920 shares; 2025Q1: 920 shares 920 $403K 0.02% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,229 shares; 2024Q2: 1,229 shares; 2024Q3: 1,229 shares; 2024Q4: 1,229 shares; 2025Q1: 1,308 shares 1,308 $401K 0.02% +79 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,122 shares; 2024Q2: 2,147 shares; 2024Q3: 2,149 shares; 2024Q4: 1,824 shares; 2025Q1: 1,728 shares 1,728 $400K 0.02% -96 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares 6,600 $387K 0.02% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,490 shares; 2024Q2: 6,579 shares; 2024Q3: 6,667 shares; 2024Q4: 6,753 shares; 2025Q1: 6,829 shares 6,829 $386K 0.02% +76 Timeline AMERICAS GOLD AND SILVER COR AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 729,625 shares; 2025Q1: 729,625 shares 729,625 $385K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,066 shares; 2024Q2: 1,626 shares; 2024Q3: 1,659 shares; 2024Q4: 1,111 shares; 2025Q1: 1,428 shares 1,428 $384K 0.02% +317 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 7,732 shares; 2024Q3: 7,732 shares; 2024Q4: 7,732 shares; 2025Q1: 8,131 shares 8,131 $381K 0.02% +399 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,562 shares; 2024Q2: 1,583 shares; 2024Q3: 1,205 shares; 2024Q4: 1,168 shares; 2025Q1: 1,150 shares 1,150 $378K 0.02% -18 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,784 shares; 2024Q2: 3,127 shares; 2024Q3: 1,784 shares; 2024Q4: 1,785 shares; 2025Q1: 1,803 shares 1,803 $373K 0.02% +18 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,128 shares 8,128 $372K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares 1,214 $371K 0.02% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,050 shares; 2024Q2: 2,018 shares; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares 1,983 $365K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,800 shares; 2024Q2: 5,770 shares; 2024Q3: 5,940 shares; 2024Q4: 5,971 shares; 2025Q1: 6,226 shares 6,226 $363K 0.02% +255 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,151 shares; 2024Q2: 3,912 shares; 2024Q3: 4,007 shares; 2024Q4: 3,718 shares; 2025Q1: 3,424 shares 3,424 $358K 0.02% -294 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,756 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,574 shares; 2025Q1: 12,934 shares 12,934 $354K 0.02% -5,640 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,868 shares; 2024Q2: 7,055 shares; 2024Q3: 7,055 shares; 2024Q4: 7,079 shares; 2025Q1: 7,079 shares 7,079 $351K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 538 shares; 2024Q2: 498 shares; 2024Q3: 515 shares; 2024Q4: 547 shares; 2025Q1: 552 shares 552 $346K 0.02% +5 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,507 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,950 shares 2,950 $344K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,756 shares; 2024Q2: 2,756 shares; 2024Q3: 2,828 shares; 2024Q4: 2,708 shares; 2025Q1: 3,075 shares 3,075 $340K 0.02% +367 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,904 shares; 2025Q1: 4,325 shares 4,325 $335K 0.01% +421 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares; 2024Q4: 3,539 shares; 2025Q1: 3,539 shares 3,539 $333K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,708 shares; 2024Q2: 1,682 shares; 2024Q3: 1,621 shares; 2024Q4: 1,622 shares; 2025Q1: 1,621 shares 1,621 $327K 0.01% -1 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,635 shares; 2024Q2: 5,135 shares; 2024Q3: 5,135 shares; 2024Q4: 6,272 shares; 2025Q1: 6,272 shares 6,272 $319K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,700 shares; 2024Q2: 2,334 shares; 2024Q3: 2,446 shares; 2024Q4: 2,442 shares; 2025Q1: 1,690 shares 1,690 $318K 0.01% -752 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,867 shares; 2024Q2: 6,557 shares; 2024Q3: 6,563 shares; 2024Q4: 6,678 shares; 2025Q1: 7,336 shares 7,336 $313K 0.01% +658 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,012 shares 7,012 $311K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,373 shares 4,373 $307K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,762 shares; 2024Q2: not reported; 2024Q3: 5,234 shares; 2024Q4: 6,054 shares; 2025Q1: 6,088 shares 6,088 $303K 0.01% +34 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,787 shares; 2024Q2: 5,911 shares; 2024Q3: 5,187 shares; 2024Q4: 5,189 shares; 2025Q1: 5,187 shares 5,187 $291K 0.01% -2 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,076 shares; 2024Q2: 18,076 shares; 2024Q3: 18,076 shares; 2024Q4: 18,076 shares; 2025Q1: 18,076 shares 18,076 $288K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,427 shares; 2024Q2: 1,447 shares; 2024Q3: 1,430 shares; 2024Q4: not reported; 2025Q1: 2,368 shares 2,368 $285K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,513 shares; 2024Q2: 5,276 shares; 2024Q3: 4,559 shares; 2024Q4: 4,182 shares; 2025Q1: 4,175 shares 4,175 $283K 0.01% -7 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,772 shares; 2024Q2: 3,675 shares; 2024Q3: 4,020 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares 3,600 $281K 0.01% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,889 shares; 2024Q2: 3,889 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,895 shares 3,895 $276K 0.01% new Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,843 shares 8,843 $274K 0.01% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,580 shares 13,580 $270K 0.01% new Timeline PWV 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,537 shares; 2024Q2: 4,537 shares; 2024Q3: 4,537 shares; 2024Q4: 4,532 shares; 2025Q1: 4,533 shares 4,533 $270K 0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,993 shares; 2024Q2: 2,887 shares; 2024Q3: 1,887 shares; 2024Q4: 1,729 shares; 2025Q1: 2,408 shares 2,408 $269K 0.01% +679 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,792 shares; 2024Q2: not reported; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: 2,029 shares 2,029 $266K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,298 shares; 2024Q2: 1,950 shares; 2024Q3: 2,485 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares 2,170 $264K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,089 shares; 2024Q2: 6,761 shares; 2024Q3: 6,155 shares; 2024Q4: 5,845 shares; 2025Q1: 4,098 shares 4,098 $260K 0.01% -1,747 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,092 shares 5,092 $259K 0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,300 shares; 2024Q2: 4,913 shares; 2024Q3: 4,619 shares; 2024Q4: 4,986 shares; 2025Q1: 4,714 shares 4,714 $258K 0.01% -272 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,595 shares; 2024Q4: 4,688 shares; 2025Q1: 4,770 shares 4,770 $255K 0.01% +82 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,603 shares; 2024Q3: 4,157 shares; 2024Q4: 4,157 shares; 2025Q1: 4,325 shares 4,325 $255K 0.01% +168 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,504 shares; 2024Q2: 6,053 shares; 2024Q3: 6,053 shares; 2024Q4: 6,053 shares; 2025Q1: 6,053 shares 6,053 $249K 0.01% 0 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,011 shares; 2024Q2: 21,011 shares; 2024Q3: 21,011 shares; 2024Q4: 21,011 shares; 2025Q1: 21,011 shares 21,011 $249K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 878 shares; 2024Q2: 982 shares; 2024Q3: 875 shares; 2024Q4: 778 shares; 2025Q1: 511 shares 511 $248K 0.01% -267 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,298 shares; 2024Q2: 12,298 shares; 2024Q3: 12,298 shares; 2024Q4: 12,298 shares; 2025Q1: 12,298 shares 12,298 $246K 0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,563 shares 7,563 $245K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 459 shares; 2025Q1: 460 shares 460 $245K 0.01% +1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,750 shares 9,750 $244K 0.01% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,725 shares; 2024Q2: 9,830 shares; 2024Q3: 5,760 shares; 2024Q4: 5,861 shares; 2025Q1: 5,956 shares 5,956 $244K 0.01% +95 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,780 shares; 2024Q2: not reported; 2024Q3: 3,356 shares; 2024Q4: 2,756 shares; 2025Q1: 3,732 shares 3,732 $244K 0.01% +976 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,141 shares; 2024Q2: 5,273 shares; 2024Q3: 4,323 shares; 2024Q4: 4,503 shares; 2025Q1: 4,920 shares 4,920 $243K 0.01% +417 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,046 shares 1,046 $242K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,469 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,901 shares 10,901 $241K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,107 shares; 2024Q3: 1,111 shares; 2024Q4: 1,275 shares; 2025Q1: 1,164 shares 1,164 $239K 0.01% -111 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,312 shares; 2024Q2: 7,069 shares; 2024Q3: 7,723 shares; 2024Q4: 8,036 shares; 2025Q1: 7,160 shares 7,160 $238K 0.01% -876 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 949 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,125 shares 1,125 $238K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 555 shares; 2024Q2: 545 shares; 2024Q3: 533 shares; 2024Q4: 511 shares; 2025Q1: 510 shares 510 $238K 0.01% -1 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares 1,000 $234K 0.01% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,124 shares; 2024Q2: 1,424 shares; 2024Q3: 1,264 shares; 2024Q4: 1,114 shares; 2025Q1: 1,214 shares 1,214 $233K 0.01% +100 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,814 shares; 2024Q2: 2,814 shares; 2024Q3: 2,817 shares; 2024Q4: 2,258 shares; 2025Q1: 2,270 shares 2,270 $232K 0.01% +12 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,682 shares 3,682 $232K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 795 shares; 2025Q1: 882 shares 882 $231K 0.01% +87 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,886 shares; 2024Q2: 32,474 shares; 2024Q3: 4,364 shares; 2024Q4: not reported; 2025Q1: 3,159 shares 3,159 $230K 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,317 shares; 2024Q4: 4,364 shares; 2025Q1: 4,424 shares 4,424 $230K 0.01% +60 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,815 shares; 2024Q2: 1,755 shares; 2024Q3: 1,447 shares; 2024Q4: 1,327 shares; 2025Q1: 1,132 shares 1,132 $228K 0.01% -195 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,795 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,524 shares 2,524 $227K 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,520 shares; 2024Q2: 1,611 shares; 2024Q3: 1,611 shares; 2024Q4: 1,486 shares; 2025Q1: 1,325 shares 1,325 $226K 0.01% -161 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 923 shares 923 $226K 0.01% new Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,880 shares 8,880 $223K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,145 shares; 2024Q2: 7,145 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,895 shares 1,895 $223K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,189 shares; 2024Q2: 2,903 shares; 2024Q3: 3,246 shares; 2024Q4: 2,461 shares; 2025Q1: 2,313 shares 2,313 $221K 0.01% -148 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,506 shares; 2024Q2: 3,395 shares; 2024Q3: 4,198 shares; 2024Q4: 10,186 shares; 2025Q1: 10,185 shares 10,185 $219K 0.01% -1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,492 shares 1,492 $219K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 188,204 shares; 2024Q2: 231,192 shares; 2024Q3: 233,368 shares; 2024Q4: 5,819 shares; 2025Q1: 2,690 shares 2,690 $218K 0.01% -3,129 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 762 shares; 2024Q2: not reported; 2024Q3: 623 shares; 2024Q4: 644 shares; 2025Q1: 699 shares 699 $218K 0.01% +55 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: not reported; 2024Q3: 2,700 shares; 2024Q4: 2,732 shares; 2025Q1: 2,700 shares 2,700 $217K 0.01% -32 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares 47 $217K 0.01% new Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,771 shares; 2024Q2: 32,771 shares; 2024Q3: 32,771 shares; 2024Q4: 32,771 shares; 2025Q1: 32,771 shares 32,771 $213K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,033 shares; 2025Q1: 1,997 shares 1,997 $210K 0.01% -36 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,500 shares; 2024Q2: 28,500 shares; 2024Q3: 28,500 shares; 2024Q4: 28,500 shares; 2025Q1: 28,500 shares 28,500 $208K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,364 shares; 2024Q2: not reported; 2024Q3: 5,395 shares; 2024Q4: 6,006 shares; 2025Q1: 4,076 shares 4,076 $207K 0.01% -1,930 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,727 shares; 2024Q2: 4,293 shares; 2024Q3: 4,119 shares; 2024Q4: not reported; 2025Q1: 2,707 shares 2,707 $205K 0.01% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,474 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,512 shares 3,512 $204K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 749 shares; 2024Q2: 477 shares; 2024Q3: 489 shares; 2024Q4: not reported; 2025Q1: 395 shares 395 $202K 0.01% new Timeline SKYH SKY HARBOUR GROUP CORPORATIO More: the full row for SKY HARBOUR GROUP CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 18,835 shares; 2024Q3: 14,835 shares; 2024Q4: 15,468 shares; 2025Q1: 15,468 shares 15,468 $201K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,025 shares; 2024Q2: 2,025 shares; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 1,825 shares 1,825 $201K 0.01% -200 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,594 shares; 2025Q1: 13,492 shares 13,492 $195K 0.01% +2,898 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,871 shares; 2024Q2: 12,776 shares; 2024Q3: 12,841 shares; 2024Q4: not reported; 2025Q1: 10,166 shares 10,166 $194K 0.01% new Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,707 shares; 2025Q1: 13,919 shares 13,919 $190K 0.01% +3,212 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,200 shares; 2024Q2: 13,200 shares; 2024Q3: 15,124 shares; 2024Q4: 14,009 shares; 2025Q1: 14,498 shares 14,498 $170K 0.01% +489 Timeline PGX 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,752 shares 11,752 $132K 0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,899 shares; 2024Q2: 15,899 shares; 2024Q3: 15,899 shares; 2024Q4: 15,899 shares; 2025Q1: 15,899 shares 15,899 $127K 0.01% 0 Timeline PIMCO MUN INCOME FD PIMCO MUN INCOME FD More: the full row for PIMCO MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,752 shares 13,752 $122K 0.01% new CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,300 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares 12,300 $118K 0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,316 shares; 2024Q2: 23,316 shares; 2024Q3: 23,316 shares; 2024Q4: 23,316 shares; 2025Q1: 23,316 shares 23,316 $106K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,187 shares; 2025Q1: 19,622 shares 19,622 $96K <0.01% +435 Timeline OMCC OLD MARKET CAPITAL CORP More: the full row for OLD MARKET CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14,575 shares; 2024Q3: 14,575 shares; 2024Q4: 14,575 shares; 2025Q1: 13,405 shares 13,405 $80.7K <0.01% -1,170 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,570 shares; 2024Q2: 11,570 shares; 2024Q3: 11,570 shares; 2024Q4: 11,570 shares; 2025Q1: 11,570 shares 11,570 $75.8K <0.01% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares 12,000 $75K <0.01% 0 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,000 shares; 2024Q2: 35,000 shares; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares 35,000 $74.2K <0.01% 0 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,905 shares; 2024Q2: 10,905 shares; 2024Q3: 10,905 shares; 2024Q4: 10,905 shares; 2025Q1: 10,905 shares 10,905 $53.3K <0.01% 0 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,999 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 20,000 shares 20,000 $50.2K <0.01% +10,000 Timeline