VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,208 shares; 2024Q4: 358,751 shares; 2025Q1: 585 shares; 2025Q2: 323,290 shares; 2025Q3: 310,609 shares; 2025Q4: 289,240 shares; 2026Q1: 290,703 shares 290,703 $174M 15.35% +1,463 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997,915 shares; 2024Q4: 926,492 shares; 2025Q1: not reported; 2025Q2: 1,061,008 shares; 2025Q3: 1,148,695 shares; 2025Q4: 1,147,691 shares; 2026Q1: 1,240,393 shares 1,240,393 $95.7M 8.46% +92,702 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,431,025 shares; 2024Q4: 1,409,258 shares; 2025Q1: 635,152 shares; 2025Q2: 917,657 shares; 2025Q3: 827,054 shares; 2025Q4: 960,971 shares; 2026Q1: 993,754 shares 993,754 $69.7M 6.16% +32,783 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,446 shares; 2025Q1: not reported; 2025Q2: 2,784 shares; 2025Q3: 99,751 shares; 2025Q4: 108,857 shares; 2026Q1: 138,889 shares 138,889 $60.7M 5.36% +30,032 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689,345 shares; 2024Q4: 615,404 shares; 2025Q1: 427,150 shares; 2025Q2: 455,183 shares; 2025Q3: 633,781 shares; 2025Q4: 574,951 shares; 2026Q1: 604,032 shares 604,032 $51.1M 4.51% +29,081 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,801 shares; 2024Q4: 237,612 shares; 2025Q1: 125,543 shares; 2025Q2: 190,635 shares; 2025Q3: 190,926 shares; 2025Q4: 185,395 shares; 2026Q1: 188,242 shares 188,242 $49.3M 4.36% +2,847 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007,460 shares; 2024Q4: 747,614 shares; 2025Q1: 764,679 shares; 2025Q2: 782,741 shares; 2025Q3: 791,410 shares; 2025Q4: 650,123 shares; 2026Q1: 658,800 shares 658,800 $44.5M 3.93% +8,677 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000,934 shares; 2026Q1: 1,088,939 shares 1,088,939 $38.7M 3.42% +88,005 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,768 shares; 2024Q4: 218,969 shares; 2025Q1: not reported; 2025Q2: 119,255 shares; 2025Q3: 117,735 shares; 2025Q4: 119,080 shares; 2026Q1: 119,379 shares 119,379 $34.3M 3.03% +299 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731,005 shares; 2024Q4: 727,264 shares; 2025Q1: 41,970 shares; 2025Q2: 474,220 shares; 2025Q3: 476,705 shares; 2025Q4: 468,513 shares; 2026Q1: 460,453 shares 460,453 $29.5M 2.61% -8,060 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,892 shares; 2024Q4: 492,775 shares; 2025Q1: 64,873 shares; 2025Q2: 517,357 shares; 2025Q3: 523,498 shares; 2025Q4: 525,224 shares; 2026Q1: 516,363 shares 516,363 $26.1M 2.31% -8,861 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 45,198 shares; 2025Q1: 597 shares; 2025Q2: 42,947 shares; 2025Q3: 47,618 shares; 2025Q4: 48,495 shares; 2026Q1: 43,206 shares 43,206 $24.9M 2.2% -5,289 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,498 shares; 2025Q4: 431,799 shares; 2026Q1: 450,071 shares 450,071 $22.4M 1.98% +18,272 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251,780 shares; 2026Q1: 262,819 shares 262,819 $15.6M 1.38% +11,039 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,292 shares; 2024Q4: 74,857 shares; 2025Q1: 59,501 shares; 2025Q2: 71,199 shares; 2025Q3: 71,735 shares; 2025Q4: 68,055 shares; 2026Q1: 56,094 shares 56,094 $14.2M 1.26% -11,961 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,620 shares; 2024Q4: 41,921 shares; 2025Q1: 35,301 shares; 2025Q2: 38,118 shares; 2025Q3: 37,309 shares; 2025Q4: 36,622 shares; 2026Q1: 30,235 shares 30,235 $11.2M 0.99% -6,387 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,150 shares; 2024Q4: 398,929 shares; 2025Q1: not reported; 2025Q2: 211,265 shares; 2025Q3: 205,506 shares; 2025Q4: 198,235 shares; 2026Q1: 199,302 shares 199,302 $10.8M 0.95% +1,067 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,056 shares; 2024Q4: 312,165 shares; 2025Q1: not reported; 2025Q2: 479,917 shares; 2025Q3: 401,749 shares; 2025Q4: 393,103 shares; 2026Q1: 381,429 shares 381,429 $10.6M 0.94% -11,674 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,628 shares; 2024Q4: 36,603 shares; 2025Q1: 36,342 shares; 2025Q2: 37,250 shares; 2025Q3: 37,325 shares; 2025Q4: 37,295 shares; 2026Q1: 32,923 shares 32,923 $9.68M 0.86% -4,372 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 12,256 shares; 2025Q1: 3,396 shares; 2025Q2: 12,568 shares; 2025Q3: 12,658 shares; 2025Q4: 12,488 shares; 2026Q1: 11,987 shares 11,987 $7.8M 0.69% -501 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,268 shares; 2024Q4: 58,384 shares; 2025Q1: 45,532 shares; 2025Q2: 58,268 shares; 2025Q3: 55,960 shares; 2025Q4: 54,813 shares; 2026Q1: 43,322 shares 43,322 $7.56M 0.67% -11,491 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,533 shares; 2024Q4: 34,038 shares; 2025Q1: 32,544 shares; 2025Q2: 28,404 shares; 2025Q3: 26,569 shares; 2025Q4: 26,711 shares; 2026Q1: 21,695 shares 21,695 $7.33M 0.65% -5,016 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,750 shares; 2024Q4: 32,514 shares; 2025Q1: 30,958 shares; 2025Q2: 32,823 shares; 2025Q3: 33,630 shares; 2025Q4: 33,611 shares; 2026Q1: 28,784 shares 28,784 $7.04M 0.62% -4,827 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,713 shares; 2024Q4: 55,615 shares; 2025Q1: 43,920 shares; 2025Q2: 48,460 shares; 2025Q3: 47,604 shares; 2025Q4: 47,434 shares; 2026Q1: 39,666 shares 39,666 $6.33M 0.56% -7,768 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 6,508 shares; 2025Q1: 6,389 shares; 2025Q2: 5,810 shares; 2025Q3: 5,421 shares; 2025Q4: 5,224 shares; 2026Q1: 4,101 shares 4,101 $6.04M 0.53% -1,123 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,615 shares; 2024Q4: 16,631 shares; 2025Q1: 8,467 shares; 2025Q2: 15,646 shares; 2025Q3: 15,927 shares; 2025Q4: 17,350 shares; 2026Q1: 17,882 shares 17,882 $5.74M 0.51% +532 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 7,352 shares; 2025Q1: 6,353 shares; 2025Q2: 6,756 shares; 2025Q3: 6,633 shares; 2025Q4: 6,821 shares; 2026Q1: 5,670 shares 5,670 $5.65M 0.5% -1,151 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,792 shares; 2024Q4: 52,410 shares; 2025Q1: 52,111 shares; 2025Q2: 53,364 shares; 2025Q3: 52,207 shares; 2025Q4: 51,685 shares; 2026Q1: 43,927 shares 43,927 $5.55M 0.49% -7,758 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 9,830 shares; 2025Q1: 641 shares; 2025Q2: 10,203 shares; 2025Q3: 10,583 shares; 2025Q4: 8,836 shares; 2026Q1: 8,345 shares 8,345 $5.45M 0.48% -491 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,587 shares; 2025Q1: 2,478 shares; 2025Q2: 6,122 shares; 2025Q3: 6,385 shares; 2025Q4: 6,327 shares; 2026Q1: 5,752 shares 5,752 $5.29M 0.47% -575 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,429 shares; 2024Q4: 28,332 shares; 2025Q1: 20,941 shares; 2025Q2: 24,751 shares; 2025Q3: 23,624 shares; 2025Q4: 23,095 shares; 2026Q1: 17,598 shares 17,598 $5.06M 0.45% -5,497 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,014 shares; 2025Q1: not reported; 2025Q2: 93,044 shares; 2025Q3: 111,093 shares; 2025Q4: 62,488 shares; 2026Q1: 62,034 shares 62,034 $4.89M 0.43% -454 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; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 95,120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,800 shares; 2025Q4: 52,282 shares; 2026Q1: 49,461 shares 49,461 $4.58M 0.41% -2,821 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; 2024Q2: restricted; 2024Q3: 43,754 shares; 2024Q4: 41,364 shares; 2025Q1: not reported; 2025Q2: 41,911 shares; 2025Q3: 42,734 shares; 2025Q4: 42,713 shares; 2026Q1: 45,202 shares 45,202 $4.43M 0.39% +2,489 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,920 shares; 2024Q4: 10,016 shares; 2025Q1: 9,949 shares; 2025Q2: 10,110 shares; 2025Q3: 9,965 shares; 2025Q4: 9,860 shares; 2026Q1: 8,093 shares 8,093 $4.35M 0.38% -1,767 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 19,111 shares; 2025Q1: 17,469 shares; 2025Q2: 23,890 shares; 2025Q3: 23,786 shares; 2025Q4: 22,661 shares; 2026Q1: 19,853 shares 19,853 $4.32M 0.38% -2,808 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,149 shares; 2024Q4: 20,198 shares; 2025Q1: 16,637 shares; 2025Q2: 17,437 shares; 2025Q3: 17,084 shares; 2025Q4: 17,021 shares; 2026Q1: 14,174 shares 14,174 $4.28M 0.38% -2,847 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,157 shares; 2024Q4: 12,285 shares; 2025Q1: 9,864 shares; 2025Q2: 10,170 shares; 2025Q3: 10,377 shares; 2025Q4: 10,338 shares; 2026Q1: 8,563 shares 8,563 $4.28M 0.38% -1,775 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,722 shares; 2024Q4: 31,169 shares; 2025Q1: 24,558 shares; 2025Q2: 31,105 shares; 2025Q3: 28,813 shares; 2025Q4: 28,177 shares; 2026Q1: 20,541 shares 20,541 $4.28M 0.38% -7,636 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,277 shares; 2024Q4: 30,311 shares; 2025Q1: 29,876 shares; 2025Q2: 30,748 shares; 2025Q3: 30,468 shares; 2025Q4: 30,101 shares; 2026Q1: 24,648 shares 24,648 $4.17M 0.37% -5,453 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,888 shares; 2024Q4: 8,891 shares; 2025Q1: 8,718 shares; 2025Q2: 8,808 shares; 2025Q3: 8,631 shares; 2025Q4: 8,509 shares; 2026Q1: 7,068 shares 7,068 $3.98M 0.35% -1,441 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,315 shares; 2024Q4: 44,868 shares; 2025Q1: 43,886 shares; 2025Q2: 46,527 shares; 2025Q3: 45,871 shares; 2025Q4: 47,866 shares; 2026Q1: 42,310 shares 42,310 $3.93M 0.35% -5,556 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,059 shares; 2024Q4: 34,468 shares; 2025Q1: 31,351 shares; 2025Q2: 29,907 shares; 2025Q3: 29,626 shares; 2025Q4: 29,120 shares; 2026Q1: 26,761 shares 26,761 $3.91M 0.35% -2,359 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,645 shares; 2025Q3: 72,035 shares; 2025Q4: 60,271 shares; 2026Q1: 57,600 shares 57,600 $3.85M 0.34% -2,671 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,199 shares; 2024Q4: 224,348 shares; 2025Q1: not reported; 2025Q2: 131,310 shares; 2025Q3: 107,456 shares; 2025Q4: 103,560 shares; 2026Q1: 101,805 shares 101,805 $3.75M 0.33% -1,755 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,769 shares; 2024Q4: 29,952 shares; 2025Q1: 30,162 shares; 2025Q2: 30,867 shares; 2025Q3: 31,162 shares; 2025Q4: 29,105 shares; 2026Q1: 25,741 shares 25,741 $3.72M 0.33% -3,364 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,338 shares; 2024Q4: 41,779 shares; 2025Q1: 42,802 shares; 2025Q2: 44,808 shares; 2025Q3: 43,970 shares; 2025Q4: 43,470 shares; 2026Q1: 37,462 shares 37,462 $3.52M 0.31% -6,008 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,191 shares; 2024Q4: 31,117 shares; 2025Q1: 25,176 shares; 2025Q2: 26,104 shares; 2025Q3: 26,638 shares; 2025Q4: 26,550 shares; 2026Q1: 22,542 shares 22,542 $3.5M 0.31% -4,008 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,298 shares; 2025Q1: 16,857 shares; 2025Q2: 60,397 shares; 2025Q3: 62,103 shares; 2025Q4: 63,308 shares; 2026Q1: 61,724 shares 61,724 $3.5M 0.31% -1,584 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,599 shares; 2024Q4: 63,275 shares; 2025Q1: 81,807 shares; 2025Q2: 85,821 shares; 2025Q3: 84,817 shares; 2025Q4: 84,986 shares; 2026Q1: 69,228 shares 69,228 $3.37M 0.3% -15,758 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 4,346 shares; 2025Q2: 4,317 shares; 2025Q3: 4,231 shares; 2025Q4: 4,202 shares; 2026Q1: 3,642 shares 3,642 $3.26M 0.29% -560 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,407 shares; 2024Q4: 26,068 shares; 2025Q1: 17,425 shares; 2025Q2: 17,321 shares; 2025Q3: 16,970 shares; 2025Q4: 16,657 shares; 2026Q1: 13,936 shares 13,936 $3.15M 0.28% -2,721 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,672 shares; 2024Q4: 10,728 shares; 2025Q1: 11,224 shares; 2025Q2: 11,161 shares; 2025Q3: 11,054 shares; 2025Q4: 11,135 shares; 2026Q1: 9,566 shares 9,566 $3.15M 0.28% -1,569 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,491 shares; 2024Q4: 30,661 shares; 2025Q1: 30,753 shares; 2025Q2: 31,162 shares; 2025Q3: 30,850 shares; 2025Q4: 31,666 shares; 2026Q1: 28,419 shares 28,419 $2.92M 0.26% -3,247 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,503 shares; 2024Q4: 12,820 shares; 2025Q1: 9,644 shares; 2025Q2: 9,836 shares; 2025Q3: 9,665 shares; 2025Q4: 9,805 shares; 2026Q1: 8,593 shares 8,593 $2.82M 0.25% -1,212 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,926 shares; 2024Q4: 25,728 shares; 2025Q1: 18,665 shares; 2025Q2: 18,460 shares; 2025Q3: 18,284 shares; 2025Q4: 18,859 shares; 2026Q1: 19,459 shares 19,459 $2.81M 0.25% +600 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,180 shares; 2025Q1: 5,580 shares; 2025Q2: 9,603 shares; 2025Q3: 10,182 shares; 2025Q4: 10,410 shares; 2026Q1: 8,857 shares 8,857 $2.74M 0.24% -1,553 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 6,881 shares; 2025Q1: 5,022 shares; 2025Q2: 6,368 shares; 2025Q3: 5,755 shares; 2025Q4: 5,662 shares; 2026Q1: 4,685 shares 4,685 $2.68M 0.24% -977 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,829 shares; 2024Q4: 23,419 shares; 2025Q1: 15,972 shares; 2025Q2: 16,571 shares; 2025Q3: 16,271 shares; 2025Q4: 16,086 shares; 2026Q1: 13,081 shares 13,081 $2.54M 0.22% -3,005 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,407 shares; 2025Q1: 2,665 shares; 2025Q2: 2,691 shares; 2025Q3: 2,629 shares; 2025Q4: 2,759 shares; 2026Q1: 2,552 shares 2,552 $2.45M 0.22% -207 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478,239 shares; 2025Q4: 48,723 shares; 2026Q1: 48,723 shares 48,723 $2.44M 0.22% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,077 shares; 2024Q4: 13,885 shares; 2025Q1: 13,976 shares; 2025Q2: 14,074 shares; 2025Q3: 13,778 shares; 2025Q4: 13,640 shares; 2026Q1: 11,488 shares 11,488 $2.39M 0.21% -2,152 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,306 shares; 2024Q4: 15,739 shares; 2025Q1: 26,723 shares; 2025Q2: 26,368 shares; 2025Q3: 25,936 shares; 2025Q4: 24,140 shares; 2026Q1: 20,100 shares 20,100 $2.39M 0.21% -4,040 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475,770 shares; 2024Q4: 446,058 shares; 2025Q1: 11,777 shares; 2025Q2: 42,492 shares; 2025Q3: 42,838 shares; 2025Q4: 42,995 shares; 2026Q1: 42,751 shares 42,751 $2.37M 0.21% -244 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,304 shares; 2024Q4: 34,970 shares; 2025Q1: 18,422 shares; 2025Q2: 16,722 shares; 2025Q3: 30,319 shares; 2025Q4: 30,507 shares; 2026Q1: 31,506 shares 31,506 $2.32M 0.2% +999 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 3,852 shares; 2025Q1: 5,570 shares; 2025Q2: 5,663 shares; 2025Q3: 5,533 shares; 2025Q4: 5,497 shares; 2026Q1: 4,632 shares 4,632 $2.28M 0.2% -865 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,186 shares; 2024Q4: 21,906 shares; 2025Q1: 16,157 shares; 2025Q2: 16,138 shares; 2025Q3: 15,852 shares; 2025Q4: 15,614 shares; 2026Q1: 12,773 shares 12,773 $2.22M 0.2% -2,841 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,653 shares; 2024Q4: 17,788 shares; 2025Q1: 14,075 shares; 2025Q2: 13,821 shares; 2025Q3: 13,635 shares; 2025Q4: 13,024 shares; 2026Q1: 11,165 shares 11,165 $2.21M 0.2% -1,859 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,534 shares; 2024Q4: 8,694 shares; 2025Q1: 4,840 shares; 2025Q2: 7,939 shares; 2025Q3: 11,080 shares; 2025Q4: 21,640 shares; 2026Q1: 44,489 shares 44,489 $2.17M 0.19% +22,849 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 10,766 shares; 2025Q1: not reported; 2025Q2: 11,366 shares; 2025Q3: 10,512 shares; 2025Q4: 21,104 shares; 2026Q1: 19,079 shares 19,079 $2.16M 0.19% -2,025 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,348 shares; 2025Q1: not reported; 2025Q2: 63,176 shares; 2025Q3: 63,852 shares; 2025Q4: 38,446 shares; 2026Q1: 23,373 shares 23,373 $2.06M 0.18% -15,073 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,137 shares; 2025Q3: 25,125 shares; 2025Q4: 26,381 shares; 2026Q1: 28,966 shares 28,966 $1.92M 0.17% +2,585 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,815 shares; 2024Q4: 18,245 shares; 2025Q1: 17,238 shares; 2025Q2: 17,127 shares; 2025Q3: 16,999 shares; 2025Q4: 16,705 shares; 2026Q1: 13,899 shares 13,899 $1.91M 0.17% -2,806 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,447 shares; 2024Q4: 16,877 shares; 2025Q1: 17,036 shares; 2025Q2: 17,499 shares; 2025Q3: 17,342 shares; 2025Q4: 16,075 shares; 2026Q1: 15,758 shares 15,758 $1.86M 0.16% -317 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,727 shares; 2024Q4: 6,866 shares; 2025Q1: 6,951 shares; 2025Q2: 7,090 shares; 2025Q3: 6,989 shares; 2025Q4: 6,954 shares; 2026Q1: 5,802 shares 5,802 $1.86M 0.16% -1,152 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,703 shares; 2024Q4: 8,411 shares; 2025Q1: 3,793 shares; 2025Q2: 7,842 shares; 2025Q3: 6,763 shares; 2025Q4: 6,703 shares; 2026Q1: 6,317 shares 6,317 $1.81M 0.16% -386 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,456 shares; 2024Q4: 10,340 shares; 2025Q1: not reported; 2025Q2: 9,747 shares; 2025Q3: 33,910 shares; 2025Q4: 8,879 shares; 2026Q1: 9,093 shares 9,093 $1.78M 0.16% +214 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 14,396 shares; 2025Q1: 28,078 shares; 2025Q2: 13,588 shares; 2025Q3: 10,044 shares; 2025Q4: 8,619 shares; 2026Q1: 8,263 shares 8,263 $1.77M 0.16% -356 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,333 shares; 2024Q4: 13,155 shares; 2025Q1: 8,861 shares; 2025Q2: 12,697 shares; 2025Q3: 12,684 shares; 2025Q4: 13,421 shares; 2026Q1: 13,272 shares 13,272 $1.76M 0.16% -149 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,279 shares; 2025Q3: 17,660 shares; 2025Q4: 8,909 shares; 2026Q1: 9,035 shares 9,035 $1.76M 0.16% +126 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,769 shares; 2024Q4: 13,435 shares; 2025Q1: 9,663 shares; 2025Q2: 9,765 shares; 2025Q3: 9,571 shares; 2025Q4: 9,485 shares; 2026Q1: 7,934 shares 7,934 $1.68M 0.15% -1,551 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,891 shares; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 2,720 shares; 2025Q4: 3,102 shares; 2026Q1: 2,406 shares 2,406 $1.68M 0.15% -696 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 15,833 shares; 2025Q1: not reported; 2025Q2: 17,226 shares; 2025Q3: 17,319 shares; 2025Q4: 16,405 shares; 2026Q1: 17,801 shares 17,801 $1.6M 0.14% +1,396 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,612 shares; 2025Q1: 3,013 shares; 2025Q2: 3,740 shares; 2025Q3: 3,729 shares; 2025Q4: 3,656 shares; 2026Q1: 3,637 shares 3,637 $1.55M 0.14% -19 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,081 shares; 2025Q3: 43,776 shares; 2025Q4: 39,587 shares; 2026Q1: 30,202 shares 30,202 $1.52M 0.13% -9,385 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,386 shares; 2024Q4: 10,569 shares; 2025Q1: 10,639 shares; 2025Q2: 10,767 shares; 2025Q3: 10,558 shares; 2025Q4: 10,486 shares; 2026Q1: 9,260 shares 9,260 $1.5M 0.13% -1,226 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,929 shares; 2024Q4: 78,331 shares; 2025Q1: 66,791 shares; 2025Q2: 66,269 shares; 2025Q3: 65,961 shares; 2025Q4: 54,565 shares; 2026Q1: 51,585 shares 51,585 $1.48M 0.13% -2,980 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,047 shares; 2025Q1: 3,015 shares; 2025Q2: 3,095 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares; 2026Q1: 3,043 shares 3,043 $1.46M 0.13% -127 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,085 shares; 2024Q4: 11,085 shares; 2025Q1: 12,270 shares; 2025Q2: 11,594 shares; 2025Q3: 11,568 shares; 2025Q4: 11,568 shares; 2026Q1: 11,457 shares 11,457 $1.42M 0.13% -111 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,778 shares; 2025Q1: 18,640 shares; 2025Q2: 20,248 shares; 2025Q3: 11,173 shares; 2025Q4: 3,441 shares; 2026Q1: 3,336 shares 3,336 $1.42M 0.13% -105 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,943 shares; 2024Q4: 43,043 shares; 2025Q1: 29,835 shares; 2025Q2: 30,216 shares; 2025Q3: 29,443 shares; 2025Q4: 27,946 shares; 2026Q1: 25,368 shares 25,368 $1.34M 0.12% -2,578 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,893 shares; 2024Q4: 92,909 shares; 2025Q1: not reported; 2025Q2: 113,291 shares; 2025Q3: 3,886 shares; 2025Q4: 3,887 shares; 2026Q1: 3,637 shares 3,637 $1.34M 0.12% -250 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,170 shares; 2025Q1: 4,766 shares; 2025Q2: 4,586 shares; 2025Q3: 7,921 shares; 2025Q4: 7,654 shares; 2026Q1: 7,344 shares 7,344 $1.25M 0.11% -310 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,124 shares; 2025Q3: 14,315 shares; 2025Q4: 14,993 shares; 2026Q1: 15,193 shares 15,193 $1.23M 0.11% +200 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 8,094 shares; 2025Q1: not reported; 2025Q2: 8,255 shares; 2025Q3: 8,380 shares; 2025Q4: 7,867 shares; 2026Q1: 8,491 shares 8,491 $1.23M 0.11% +624 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 7,156 shares; 2025Q1: not reported; 2025Q2: 5,590 shares; 2025Q3: 6,305 shares; 2025Q4: 6,367 shares; 2026Q1: 6,499 shares 6,499 $1.2M 0.11% +132 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,873 shares; 2025Q1: not reported; 2025Q2: 132,969 shares; 2025Q3: 137,062 shares; 2025Q4: 67,923 shares; 2026Q1: 40,425 shares 40,425 $1.18M 0.1% -27,498 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,237 shares; 2026Q1: 30,598 shares 30,598 $1.18M 0.1% +361 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 4,022 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,692 shares; 2025Q4: 3,948 shares; 2026Q1: 3,884 shares 3,884 $1.17M 0.1% -64 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 11,632 shares; 2025Q1: not reported; 2025Q2: 10,671 shares; 2025Q3: 11,029 shares; 2025Q4: 9,615 shares; 2026Q1: 9,302 shares 9,302 $1.16M 0.1% -313 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 30,260 shares; 2025Q1: 9,070 shares; 2025Q2: 31,239 shares; 2025Q3: 32,094 shares; 2025Q4: 15,859 shares; 2026Q1: 16,297 shares 16,297 $1.14M 0.1% +438 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,906 shares; 2025Q1: not reported; 2025Q2: 98,085 shares; 2025Q3: 98,698 shares; 2025Q4: 25,565 shares; 2026Q1: 23,589 shares 23,589 $1.12M 0.1% -1,976 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,221 shares; 2025Q1: not reported; 2025Q2: 23,559 shares; 2025Q3: 24,257 shares; 2025Q4: 23,337 shares; 2026Q1: 23,902 shares 23,902 $1.12M 0.1% +565 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,836 shares; 2025Q2: 30,092 shares; 2025Q3: 30,031 shares; 2025Q4: 26,775 shares; 2026Q1: 24,601 shares 24,601 $1.11M 0.1% -2,174 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,928 shares; 2025Q1: 3,924 shares; 2025Q2: 4,024 shares; 2025Q3: 3,967 shares; 2025Q4: 3,565 shares; 2026Q1: 3,147 shares 3,147 $1.11M 0.1% -418 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,186 shares; 2025Q1: 1,176 shares; 2025Q2: 1,315 shares; 2025Q3: 1,376 shares; 2025Q4: 1,328 shares; 2026Q1: 815 shares 815 $1.08M 0.1% -513 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,268 shares; 2025Q1: not reported; 2025Q2: 3,773 shares; 2025Q3: 3,832 shares; 2025Q4: 3,774 shares; 2026Q1: 5,091 shares 5,091 $1.01M 0.09% +1,317 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,951 shares; 2024Q4: 18,147 shares; 2025Q1: 18,147 shares; 2025Q2: 19,802 shares; 2025Q3: 20,910 shares; 2025Q4: 21,611 shares; 2026Q1: 21,480 shares 21,480 $987K 0.09% -131 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,570 shares; 2025Q3: 28,570 shares; 2025Q4: 28,570 shares; 2026Q1: 28,570 shares 28,570 $954K 0.08% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,364 shares; 2026Q1: 2,439 shares 2,439 $935K 0.08% +1,075 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,246 shares; 2025Q1: 760 shares; 2025Q2: 4,147 shares; 2025Q3: 3,380 shares; 2025Q4: 3,084 shares; 2026Q1: 2,157 shares 2,157 $928K 0.08% -927 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,016 shares; 2025Q1: 1,693 shares; 2025Q2: 2,674 shares; 2025Q3: 2,759 shares; 2025Q4: 3,093 shares; 2026Q1: 2,470 shares 2,470 $918K 0.08% -623 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,038 shares; 2025Q1: 11,809 shares; 2025Q2: 17,671 shares; 2025Q3: 13,525 shares; 2025Q4: 9,990 shares; 2026Q1: 7,444 shares 7,444 $914K 0.08% -2,546 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 12,351 shares; 2025Q1: 3,002 shares; 2025Q2: 12,080 shares; 2025Q3: 12,399 shares; 2025Q4: 10,461 shares; 2026Q1: 10,058 shares 10,058 $911K 0.08% -403 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,583 shares; 2025Q1: not reported; 2025Q2: 10,914 shares; 2025Q3: 10,276 shares; 2025Q4: 10,962 shares; 2026Q1: 10,263 shares 10,263 $910K 0.08% -699 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 967 shares; 2025Q4: 942 shares; 2026Q1: 812 shares 812 $888K 0.08% -130 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,646 shares; 2025Q1: 8,493 shares; 2025Q2: 18,690 shares; 2025Q3: 14,812 shares; 2025Q4: 6,941 shares; 2026Q1: 6,848 shares 6,848 $877K 0.08% -93 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,285 shares; 2025Q1: not reported; 2025Q2: 8,796 shares; 2025Q3: 8,694 shares; 2025Q4: 8,223 shares; 2026Q1: 7,018 shares 7,018 $872K 0.08% -1,205 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,499 shares; 2024Q4: 115,635 shares; 2025Q1: not reported; 2025Q2: 16,568 shares; 2025Q3: 16,656 shares; 2025Q4: 17,160 shares; 2026Q1: 14,537 shares 14,537 $851K 0.08% -2,623 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,506 shares; 2025Q1: not reported; 2025Q2: 2,773 shares; 2025Q3: 2,791 shares; 2025Q4: 2,685 shares; 2026Q1: 2,670 shares 2,670 $849K 0.08% -15 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,390 shares; 2025Q1: 1,392 shares; 2025Q2: 1,656 shares; 2025Q3: 1,940 shares; 2025Q4: 1,885 shares; 2026Q1: 1,472 shares 1,472 $827K 0.07% -413 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 15,418 shares; 2025Q1: not reported; 2025Q2: 17,553 shares; 2025Q3: 16,280 shares; 2025Q4: 16,493 shares; 2026Q1: 16,877 shares 16,877 $815K 0.07% +384 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,506 shares; 2025Q1: not reported; 2025Q2: 4,183 shares; 2025Q3: 5,815 shares; 2025Q4: 9,369 shares; 2026Q1: 6,080 shares 6,080 $808K 0.07% -3,289 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; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,228 shares; 2025Q1: 1,242 shares; 2025Q2: 1,343 shares; 2025Q3: 1,383 shares; 2025Q4: 1,368 shares; 2026Q1: 1,102 shares 1,102 $803K 0.07% -266 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,793 shares; 2025Q1: not reported; 2025Q2: 2,724 shares; 2025Q3: 2,580 shares; 2025Q4: 3,886 shares; 2026Q1: 3,040 shares 3,040 $762K 0.07% -846 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 6,776 shares; 2025Q1: 2,394 shares; 2025Q2: 2,176 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,289 shares 2,289 $746K 0.07% -82 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,404 shares; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 4,303 shares; 2025Q4: 3,382 shares; 2026Q1: 3,511 shares 3,511 $741K 0.07% +129 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,757 shares; 2025Q1: not reported; 2025Q2: 11,912 shares; 2025Q3: 12,061 shares; 2025Q4: 12,342 shares; 2026Q1: 15,229 shares 15,229 $704K 0.06% +2,887 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,868 shares; 2024Q4: 44,031 shares; 2025Q1: not reported; 2025Q2: 43,794 shares; 2025Q3: 43,683 shares; 2025Q4: 47,527 shares; 2026Q1: 47,405 shares 47,405 $700K 0.06% -122 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,300 shares; 2025Q1: not reported; 2025Q2: 9,366 shares; 2025Q3: 9,360 shares; 2025Q4: 9,358 shares; 2026Q1: 10,231 shares 10,231 $697K 0.06% +873 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,375 shares; 2026Q1: 1,512 shares 1,512 $697K 0.06% +137 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 8,713 shares; 2025Q1: 2,333 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares; 2026Q1: 2,183 shares 2,183 $678K 0.06% -18 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,801 shares; 2025Q1: 4,226 shares; 2025Q2: 11,393 shares; 2025Q3: 10,111 shares; 2025Q4: 4,858 shares; 2026Q1: 4,638 shares 4,638 $676K 0.06% -220 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,283 shares; 2024Q4: 15,963 shares; 2025Q1: not reported; 2025Q2: 14,020 shares; 2025Q3: 14,656 shares; 2025Q4: 15,492 shares; 2026Q1: 14,342 shares 14,342 $674K 0.06% -1,150 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 3,181 shares; 2025Q1: not reported; 2025Q2: 2,648 shares; 2025Q3: 2,794 shares; 2025Q4: 2,900 shares; 2026Q1: 3,081 shares 3,081 $669K 0.06% +181 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,294 shares; 2025Q1: not reported; 2025Q2: 17,584 shares; 2025Q3: 42,277 shares; 2025Q4: 20,438 shares; 2026Q1: 20,856 shares 20,856 $640K 0.06% +418 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,758 shares; 2025Q1: not reported; 2025Q2: 6,832 shares; 2025Q3: 7,009 shares; 2025Q4: 6,930 shares; 2026Q1: 6,924 shares 6,924 $639K 0.06% -6 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 4,958 shares; 2025Q1: not reported; 2025Q2: 5,296 shares; 2025Q3: 4,594 shares; 2025Q4: 4,220 shares; 2026Q1: 2,551 shares 2,551 $625K 0.06% -1,669 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,307 shares; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,346 shares; 2025Q4: 1,321 shares; 2026Q1: 1,333 shares 1,333 $617K 0.05% +12 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,739 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 3,504 shares; 2025Q4: 3,413 shares; 2026Q1: 3,173 shares 3,173 $617K 0.05% -240 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,583 shares; 2025Q1: not reported; 2025Q2: 4,340 shares; 2025Q3: 4,450 shares; 2025Q4: 4,891 shares; 2026Q1: 4,332 shares 4,332 $617K 0.05% -559 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,308 shares; 2025Q1: not reported; 2025Q2: 2,418 shares; 2025Q3: 2,453 shares; 2025Q4: 2,332 shares; 2026Q1: 2,441 shares 2,441 $607K 0.05% +109 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 4,127 shares; 2025Q1: not reported; 2025Q2: 4,497 shares; 2025Q3: 4,198 shares; 2025Q4: 6,154 shares; 2026Q1: 5,438 shares 5,438 $600K 0.05% -716 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,425 shares; 2025Q1: 1,678 shares; 2025Q2: 2,201 shares; 2025Q3: 2,223 shares; 2025Q4: 2,271 shares; 2026Q1: 1,749 shares 1,749 $592K 0.05% -522 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,562 shares; 2025Q3: 18,494 shares; 2025Q4: 18,942 shares; 2026Q1: 21,600 shares 21,600 $580K 0.05% +2,658 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,243 shares; 2025Q1: not reported; 2025Q2: 5,788 shares; 2025Q3: 6,237 shares; 2025Q4: 6,560 shares; 2026Q1: 6,824 shares 6,824 $579K 0.05% +264 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: not reported; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,682 shares 1,682 $575K 0.05% -113 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 866 shares; 2025Q3: 1,705 shares; 2025Q4: 2,065 shares; 2026Q1: 1,930 shares 1,930 $548K 0.05% -135 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,962 shares; 2025Q4: 22,590 shares; 2026Q1: 22,590 shares 22,590 $548K 0.05% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,953 shares; 2025Q4: 22,553 shares; 2026Q1: 22,553 shares 22,553 $547K 0.05% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,985 shares; 2025Q4: 21,548 shares; 2026Q1: 21,548 shares 21,548 $546K 0.05% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,865 shares; 2025Q4: 23,448 shares; 2026Q1: 23,448 shares 23,448 $545K 0.05% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 820 shares; 2025Q1: 1,018 shares; 2025Q2: 1,011 shares; 2025Q3: 1,029 shares; 2025Q4: 5,247 shares; 2026Q1: 5,136 shares 5,136 $537K 0.05% -111 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 126 shares 126 $530K 0.05% -12 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 528 shares; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 623 shares; 2025Q4: 633 shares; 2026Q1: 623 shares 623 $527K 0.05% -10 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,207 shares; 2025Q1: not reported; 2025Q2: 1,512 shares; 2025Q3: 1,818 shares; 2025Q4: 979 shares; 2026Q1: 1,963 shares 1,963 $521K 0.05% +984 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,325 shares; 2025Q1: 2,800 shares; 2025Q2: 3,019 shares; 2025Q3: 3,458 shares; 2025Q4: 3,431 shares; 2026Q1: 2,131 shares 2,131 $518K 0.05% -1,300 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935,327 shares; 2024Q4: 2,414,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,365 shares; 2025Q4: 26,280 shares; 2026Q1: 20,194 shares 20,194 $518K 0.05% -6,086 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,613 shares; 2025Q1: not reported; 2025Q2: 2,315 shares; 2025Q3: 2,125 shares; 2025Q4: 1,654 shares; 2026Q1: 1,879 shares 1,879 $512K 0.05% +225 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,753 shares; 2026Q1: 12,894 shares 12,894 $509K 0.04% +141 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: 1,106 shares; 2026Q1: 1,036 shares 1,036 $490K 0.04% -70 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 347 shares 347 $479K 0.04% -48 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,138 shares; 2026Q1: 3,975 shares 3,975 $478K 0.04% -163 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,155 shares; 2025Q4: 1,116 shares; 2026Q1: 1,849 shares 1,849 $476K 0.04% +733 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 2,911 shares; 2025Q1: 1,243 shares; 2025Q2: 1,083 shares; 2025Q3: 1,096 shares; 2025Q4: 1,078 shares; 2026Q1: 1,089 shares 1,089 $471K 0.04% +11 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,320 shares 3,320 $468K 0.04% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,147 shares; 2025Q1: not reported; 2025Q2: 2,026 shares; 2025Q3: 2,079 shares; 2025Q4: 2,119 shares; 2026Q1: 2,143 shares 2,143 $461K 0.04% +24 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 231 shares; 2025Q1: not reported; 2025Q2: 1,552 shares; 2025Q3: 1,173 shares; 2025Q4: 7,337 shares; 2026Q1: 4,766 shares 4,766 $458K 0.04% -2,571 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares; 2025Q4: 6,880 shares; 2026Q1: 6,880 shares 6,880 $456K 0.04% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,143 shares; 2025Q1: not reported; 2025Q2: 8,083 shares; 2025Q3: 8,286 shares; 2025Q4: 7,395 shares; 2026Q1: 6,053 shares 6,053 $450K 0.04% -1,342 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,127 shares; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: 3,488 shares; 2025Q4: 1,390 shares; 2026Q1: 1,402 shares 1,402 $440K 0.04% +12 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,370 shares; 2025Q1: not reported; 2025Q2: 7,123 shares; 2025Q3: 8,031 shares; 2025Q4: 7,424 shares; 2026Q1: 7,738 shares 7,738 $439K 0.04% +314 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; 2024Q2: restricted; 2024Q3: 104,848 shares; 2024Q4: 107,245 shares; 2025Q1: not reported; 2025Q2: 6,934 shares; 2025Q3: 5,998 shares; 2025Q4: 5,463 shares; 2026Q1: 5,296 shares 5,296 $438K 0.04% -167 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,006 shares; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 2,670 shares; 2025Q4: 2,770 shares; 2026Q1: 2,642 shares 2,642 $435K 0.04% -128 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,973 shares; 2026Q1: 7,545 shares 7,545 $434K 0.04% -428 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,770 shares; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 4,010 shares; 2025Q4: 4,022 shares; 2026Q1: 3,134 shares 3,134 $434K 0.04% -888 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,532 shares; 2025Q3: 6,243 shares; 2025Q4: 10,118 shares; 2026Q1: 9,231 shares 9,231 $424K 0.04% -887 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,644 shares; 2025Q1: 3,224 shares; 2025Q2: 3,652 shares; 2025Q3: 3,929 shares; 2025Q4: 3,952 shares; 2026Q1: 3,824 shares 3,824 $420K 0.04% -128 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,277 shares; 2025Q1: 1,909 shares; 2025Q2: 1,913 shares; 2025Q3: 1,937 shares; 2025Q4: 1,910 shares; 2026Q1: 1,430 shares 1,430 $416K 0.04% -480 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares 1,392 $416K 0.04% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,130 shares; 2025Q4: 10,443 shares; 2026Q1: 4,929 shares 4,929 $411K 0.04% -5,514 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,732 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,357 shares 2,357 $408K 0.04% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,298 shares; 2025Q1: not reported; 2025Q2: 4,053 shares; 2025Q3: 5,645 shares; 2025Q4: 5,030 shares; 2026Q1: 4,867 shares 4,867 $402K 0.04% -163 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 2,720 shares; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 3,055 shares; 2025Q4: 3,130 shares; 2026Q1: 3,080 shares 3,080 $397K 0.04% -50 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,992 shares; 2025Q1: not reported; 2025Q2: 6,235 shares; 2025Q3: 6,450 shares; 2025Q4: 6,368 shares; 2026Q1: 6,405 shares 6,405 $396K 0.04% +37 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 13,224 shares; 2025Q1: 14,168 shares; 2025Q2: 14,853 shares; 2025Q3: 15,630 shares; 2025Q4: 15,391 shares; 2026Q1: 12,159 shares 12,159 $389K 0.03% -3,232 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,041 shares; 2025Q1: not reported; 2025Q2: 6,878 shares; 2025Q3: 8,638 shares; 2025Q4: 4,700 shares; 2026Q1: 3,917 shares 3,917 $389K 0.03% -783 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,285 shares 6,285 $389K 0.03% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,129 shares; 2025Q1: not reported; 2025Q2: 21,261 shares; 2025Q3: 30,115 shares; 2025Q4: 15,374 shares; 2026Q1: 15,675 shares 15,675 $388K 0.03% +301 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,657 shares; 2025Q1: not reported; 2025Q2: 13,559 shares; 2025Q3: 14,599 shares; 2025Q4: 7,255 shares; 2026Q1: 7,331 shares 7,331 $385K 0.03% +76 Timeline VIOO 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,357 shares; 2025Q1: not reported; 2025Q2: 3,295 shares; 2025Q3: 3,412 shares; 2025Q4: 3,174 shares; 2026Q1: 3,333 shares 3,333 $383K 0.03% +159 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,684 shares; 2025Q4: 17,291 shares; 2026Q1: 17,291 shares 17,291 $378K 0.03% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: not reported; 2025Q2: 2,267 shares; 2025Q3: 2,432 shares; 2025Q4: 2,387 shares; 2026Q1: 2,410 shares 2,410 $374K 0.03% +23 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,734 shares; 2026Q1: 1,554 shares 1,554 $372K 0.03% -180 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,559 shares; 2025Q1: 2,326 shares; 2025Q2: 4,384 shares; 2025Q3: 4,301 shares; 2025Q4: 2,421 shares; 2026Q1: 1,851 shares 1,851 $367K 0.03% -570 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,790 shares 4,790 $360K 0.03% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,134 shares; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 2,276 shares; 2025Q4: 2,761 shares; 2026Q1: 4,329 shares 4,329 $358K 0.03% +1,568 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,242 shares; 2025Q1: not reported; 2025Q2: 1,182 shares; 2025Q3: 2,374 shares; 2025Q4: 1,731 shares; 2026Q1: 1,721 shares 1,721 $358K 0.03% -10 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 925 shares; 2026Q1: 905 shares 905 $355K 0.03% -20 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,647 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 4,767 shares; 2025Q4: 4,166 shares; 2026Q1: 3,441 shares 3,441 $352K 0.03% -725 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,290 shares; 2025Q1: not reported; 2025Q2: 52,858 shares; 2025Q3: 59,318 shares; 2025Q4: 15,868 shares; 2026Q1: 11,507 shares 11,507 $351K 0.03% -4,361 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,143 shares 3,143 $349K 0.03% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,713 shares 5,713 $346K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,920 shares; 2025Q1: not reported; 2025Q2: 8,617 shares; 2025Q3: 8,809 shares; 2025Q4: 8,764 shares; 2026Q1: 8,671 shares 8,671 $344K 0.03% -93 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 540 shares; 2025Q4: 453 shares; 2026Q1: 486 shares 486 $344K 0.03% +33 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 1,809 shares; 2025Q4: 2,105 shares; 2026Q1: 2,065 shares 2,065 $341K 0.03% -40 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,429 shares; 2025Q1: not reported; 2025Q2: 3,390 shares; 2025Q3: 3,296 shares; 2025Q4: 3,337 shares; 2026Q1: 3,382 shares 3,382 $340K 0.03% +45 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,103 shares; 2025Q1: 2,934 shares; 2025Q2: 2,862 shares; 2025Q3: 4,292 shares; 2025Q4: 4,353 shares; 2026Q1: 4,223 shares 4,223 $336K 0.03% -130 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,383 shares; 2025Q4: 8,697 shares; 2026Q1: 6,654 shares 6,654 $334K 0.03% -2,043 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,925 shares; 2025Q3: 13,223 shares; 2025Q4: 12,924 shares; 2026Q1: 12,341 shares 12,341 $332K 0.03% -583 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 6,280 shares; 2025Q1: not reported; 2025Q2: 6,010 shares; 2025Q3: 5,631 shares; 2025Q4: 5,450 shares; 2026Q1: 5,227 shares 5,227 $330K 0.03% -223 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,487 shares; 2025Q1: not reported; 2025Q2: 4,923 shares; 2025Q3: 3,780 shares; 2025Q4: 4,057 shares; 2026Q1: 4,193 shares 4,193 $329K 0.03% +136 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,781 shares 3,781 $328K 0.03% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: not reported; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 1,607 shares 1,607 $327K 0.03% -36 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 7,253 shares; 2025Q1: not reported; 2025Q2: 6,631 shares; 2025Q3: 5,400 shares; 2025Q4: 3,816 shares; 2026Q1: 2,238 shares 2,238 $326K 0.03% -1,578 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,641 shares 2,641 $320K 0.03% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 423 shares; 2025Q4: 402 shares; 2026Q1: 367 shares 367 $318K 0.03% -35 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,711 shares 4,711 $316K 0.03% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,330 shares; 2025Q3: not reported; 2025Q4: 2,415 shares; 2026Q1: 2,369 shares 2,369 $315K 0.03% -46 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,345 shares; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,487 shares; 2025Q4: 1,411 shares; 2026Q1: 1,625 shares 1,625 $308K 0.03% +214 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,102 shares; 2024Q4: 18,021 shares; 2025Q1: not reported; 2025Q2: 18,839 shares; 2025Q3: 16,817 shares; 2025Q4: 14,573 shares; 2026Q1: 14,333 shares 14,333 $306K 0.03% -240 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,982 shares 4,982 $305K 0.03% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 610 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares 682 $303K 0.03% new Timeline IVOO 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,677 shares; 2025Q1: not reported; 2025Q2: 4,417 shares; 2025Q3: 4,584 shares; 2025Q4: 3,111 shares; 2026Q1: 2,647 shares 2,647 $303K 0.03% -464 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,420 shares; 2025Q3: 2,270 shares; 2025Q4: 2,570 shares; 2026Q1: 3,189 shares 3,189 $302K 0.03% +619 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,488 shares; 2025Q3: 6,577 shares; 2025Q4: 6,401 shares; 2026Q1: 6,148 shares 6,148 $300K 0.03% -253 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 603 shares; 2025Q3: 520 shares; 2025Q4: 386 shares; 2026Q1: 562 shares 562 $299K 0.03% +176 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares; 2026Q1: 1,500 shares 1,500 $297K 0.03% +120 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,395 shares; 2025Q4: 10,828 shares; 2026Q1: 10,189 shares 10,189 $295K 0.03% -639 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 338 shares 338 $295K 0.03% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,107 shares; 2026Q1: 6,567 shares 6,567 $293K 0.03% +1,460 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,607 shares; 2025Q4: 2,704 shares; 2026Q1: 3,058 shares 3,058 $289K 0.03% +354 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,032 shares; 2025Q1: not reported; 2025Q2: 1,717 shares; 2025Q3: 1,375 shares; 2025Q4: 1,024 shares; 2026Q1: 718 shares 718 $283K 0.03% -306 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,543 shares 3,543 $282K 0.02% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,437 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,163 shares; 2025Q4: 7,411 shares; 2026Q1: 8,552 shares 8,552 $282K 0.02% +1,141 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,371 shares 2,371 $281K 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 1,123 shares; 2025Q4: 1,125 shares; 2026Q1: 1,133 shares 1,133 $281K 0.02% +8 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 2,728 shares; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,033 shares; 2025Q4: 798 shares; 2026Q1: 705 shares 705 $281K 0.02% -93 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 2,508 shares; 2026Q1: 946 shares 946 $280K 0.02% -1,562 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,573 shares; 2024Q4: 18,261 shares; 2025Q1: 4,008 shares; 2025Q2: 3,777 shares; 2025Q3: 3,843 shares; 2025Q4: 3,778 shares; 2026Q1: 3,679 shares 3,679 $280K 0.02% -99 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,553 shares; 2025Q4: 1,514 shares; 2026Q1: 1,710 shares 1,710 $280K 0.02% +196 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,962 shares; 2025Q3: 2,837 shares; 2025Q4: 2,967 shares; 2026Q1: 2,877 shares 2,877 $277K 0.02% -90 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,617 shares; 2024Q4: 9,153 shares; 2025Q1: 5,549 shares; 2025Q2: 5,595 shares; 2025Q3: 9,698 shares; 2025Q4: 9,804 shares; 2026Q1: 6,055 shares 6,055 $276K 0.02% -3,749 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 3,497 shares; 2026Q1: 3,271 shares 3,271 $274K 0.02% -226 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,741 shares; 2026Q1: 4,502 shares 4,502 $270K 0.02% -239 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,257 shares; 2025Q1: not reported; 2025Q2: 909 shares; 2025Q3: 1,416 shares; 2025Q4: 1,191 shares; 2026Q1: 1,141 shares 1,141 $270K 0.02% -50 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,059 shares; 2024Q4: 2,369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,906 shares; 2025Q4: 2,526 shares; 2026Q1: 1,913 shares 1,913 $267K 0.02% -613 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,321 shares 2,321 $267K 0.02% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,119 shares; 2025Q4: 1,510 shares; 2026Q1: 379 shares 379 $266K 0.02% -1,131 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,722 shares; 2026Q1: 2,686 shares 2,686 $264K 0.02% -36 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 9,307 shares; 2025Q1: not reported; 2025Q2: 7,594 shares; 2025Q3: 10,731 shares; 2025Q4: 7,750 shares; 2026Q1: 8,514 shares 8,514 $264K 0.02% +764 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,483 shares; 2025Q3: 2,655 shares; 2025Q4: 2,675 shares; 2026Q1: 2,693 shares 2,693 $262K 0.02% +18 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,725 shares; 2025Q1: not reported; 2025Q2: 1,966 shares; 2025Q3: 1,646 shares; 2025Q4: 1,576 shares; 2026Q1: 1,380 shares 1,380 $258K 0.02% -196 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 2,629 shares; 2025Q1: not reported; 2025Q2: 2,708 shares; 2025Q3: 2,966 shares; 2025Q4: 2,941 shares; 2026Q1: 3,138 shares 3,138 $258K 0.02% +197 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 2,680 shares; 2025Q1: 1,725 shares; 2025Q2: 2,546 shares; 2025Q3: 1,676 shares; 2025Q4: not reported; 2026Q1: 1,247 shares 1,247 $258K 0.02% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 6,764 shares; 2025Q1: 5,481 shares; 2025Q2: 6,280 shares; 2025Q3: 8,192 shares; 2025Q4: 5,624 shares; 2026Q1: 3,325 shares 3,325 $258K 0.02% -2,299 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 906 shares; 2026Q1: 731 shares 731 $257K 0.02% -175 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 3,182 shares; 2026Q1: 2,754 shares 2,754 $255K 0.02% -428 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 2,351 shares; 2026Q1: 2,251 shares 2,251 $255K 0.02% -100 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,042 shares; 2025Q4: not reported; 2026Q1: 1,042 shares 1,042 $254K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,358 shares; 2025Q3: 1,743 shares; 2025Q4: 1,803 shares; 2026Q1: 1,743 shares 1,743 $253K 0.02% -60 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,415 shares; 2025Q1: not reported; 2025Q2: 2,818 shares; 2025Q3: 2,472 shares; 2025Q4: 2,249 shares; 2026Q1: 2,106 shares 2,106 $252K 0.02% -143 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,232 shares; 2025Q1: not reported; 2025Q2: 2,257 shares; 2025Q3: 2,324 shares; 2025Q4: 2,344 shares; 2026Q1: 2,315 shares 2,315 $252K 0.02% -29 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,730 shares; 2025Q4: 1,320 shares; 2026Q1: 1,193 shares 1,193 $252K 0.02% -127 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,926 shares; 2025Q1: not reported; 2025Q2: 2,244 shares; 2025Q3: not reported; 2025Q4: 2,653 shares; 2026Q1: 2,595 shares 2,595 $249K 0.02% -58 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 805 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 666 shares; 2025Q4: 1,087 shares; 2026Q1: 1,180 shares 1,180 $248K 0.02% +93 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,982 shares; 2026Q1: 10,788 shares 10,788 $247K 0.02% +806 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 878 shares; 2026Q1: 847 shares 847 $247K 0.02% -31 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,087 shares; 2025Q1: not reported; 2025Q2: 27,507 shares; 2025Q3: 26,981 shares; 2025Q4: 12,289 shares; 2026Q1: 8,397 shares 8,397 $244K 0.02% -3,892 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,520 shares; 2025Q4: 6,520 shares; 2026Q1: 5,734 shares 5,734 $244K 0.02% -786 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; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 3,487 shares; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: not reported; 2025Q4: 3,129 shares; 2026Q1: 3,077 shares 3,077 $242K 0.02% -52 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,305 shares; 2025Q4: 1,517 shares; 2026Q1: 1,015 shares 1,015 $242K 0.02% -502 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 1,043 shares; 2025Q4: 770 shares; 2026Q1: 871 shares 871 $240K 0.02% +101 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 1,208 shares; 2025Q1: 1,340 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,184 shares; 2026Q1: 1,165 shares 1,165 $237K 0.02% -19 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,069 shares; 2025Q1: not reported; 2025Q2: 989 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 752 shares 752 $236K 0.02% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,809 shares; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 443 shares; 2025Q4: 518 shares; 2026Q1: 475 shares 475 $235K 0.02% -43 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,193 shares; 2025Q1: not reported; 2025Q2: 20,238 shares; 2025Q3: 22,334 shares; 2025Q4: 22,773 shares; 2026Q1: 21,618 shares 21,618 $235K 0.02% -1,155 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; 2024Q2: restricted; 2024Q3: 48,340 shares; 2024Q4: 43,226 shares; 2025Q1: not reported; 2025Q2: 6,060 shares; 2025Q3: 6,167 shares; 2025Q4: 9,712 shares; 2026Q1: 4,704 shares 4,704 $235K 0.02% -5,008 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares; 2026Q1: 1,008 shares 1,008 $233K 0.02% -62 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: not reported; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,622 shares; 2026Q1: 1,575 shares 1,575 $232K 0.02% -47 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,084 shares 1,084 $228K 0.02% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,144 shares; 2025Q1: not reported; 2025Q2: 5,918 shares; 2025Q3: 6,028 shares; 2025Q4: 4,844 shares; 2026Q1: 4,606 shares 4,606 $227K 0.02% -238 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,806 shares; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: not reported; 2025Q4: 1,003 shares; 2026Q1: 1,001 shares 1,001 $226K 0.02% -2 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 6,384 shares; 2025Q1: not reported; 2025Q2: 4,891 shares; 2025Q3: 4,457 shares; 2025Q4: 2,540 shares; 2026Q1: 2,865 shares 2,865 $226K 0.02% +325 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,960 shares; 2025Q1: not reported; 2025Q2: 1,983 shares; 2025Q3: 2,080 shares; 2025Q4: 1,463 shares; 2026Q1: 1,481 shares 1,481 $224K 0.02% +18 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 2,299 shares; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: not reported; 2025Q4: 1,291 shares; 2026Q1: 1,118 shares 1,118 $224K 0.02% -173 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,133 shares 1,133 $223K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: 34,587 shares; 2025Q2: 2,336 shares; 2025Q3: 2,401 shares; 2025Q4: 2,247 shares; 2026Q1: 2,288 shares 2,288 $222K 0.02% +41 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,079 shares; 2025Q4: 3,137 shares; 2026Q1: 3,174 shares 3,174 $222K 0.02% +37 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,405 shares; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 1,260 shares; 2025Q4: 1,480 shares; 2026Q1: 1,498 shares 1,498 $219K 0.02% +18 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,304 shares 2,304 $218K 0.02% new 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; 2024Q2: restricted; 2024Q3: 65,737 shares; 2024Q4: 63,382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares 2,713 $215K 0.02% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,970 shares; 2024Q4: 6,689 shares; 2025Q1: not reported; 2025Q2: 5,480 shares; 2025Q3: 4,503 shares; 2025Q4: 3,320 shares; 2026Q1: 3,285 shares 3,285 $215K 0.02% -35 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: not reported; 2026Q1: 1,587 shares 1,587 $208K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 606 shares 606 $205K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 4,295 shares; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 675 shares 675 $204K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,118 shares 1,118 $204K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 570 shares 570 $203K 0.02% new Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,301 shares 2,301 $203K 0.02% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,489 shares 4,489 $203K 0.02% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares 422 $203K 0.02% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares; 2026Q1: 666 shares 666 $202K 0.02% -105 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,626 shares; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 1,800 shares; 2025Q4: 1,731 shares; 2026Q1: 1,456 shares 1,456 $202K 0.02% -275 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,989 shares; 2025Q3: 4,087 shares; 2025Q4: 4,057 shares; 2026Q1: 3,999 shares 3,999 $202K 0.02% -58 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,322 shares 1,322 $202K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,272 shares; 2025Q3: 16,225 shares; 2025Q4: 17,654 shares; 2026Q1: 16,955 shares 16,955 $196K 0.02% -699 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,923 shares; 2024Q4: 13,610 shares; 2025Q1: not reported; 2025Q2: 10,190 shares; 2025Q3: not reported; 2025Q4: 12,099 shares; 2026Q1: 11,869 shares 11,869 $171K 0.02% -230 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,976 shares; 2024Q4: 34,845 shares; 2025Q1: not reported; 2025Q2: 33,708 shares; 2025Q3: 36,016 shares; 2025Q4: 42,435 shares; 2026Q1: 44,349 shares 44,349 $143K 0.01% +1,914 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,825 shares 25,825 $130K 0.01% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,540 shares; 2024Q4: 15,198 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,934 shares; 2026Q1: 10,245 shares 10,245 $80.3K 0.01% -689 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,280 shares; 2025Q3: 16,415 shares; 2025Q4: 17,042 shares; 2026Q1: 15,967 shares 15,967 $78.9K 0.01% -1,075 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,051 shares; 2025Q4: 10,963 shares; 2026Q1: 10,273 shares 10,273 $58.6K 0.01% -690 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,547 shares 12,547 $53.2K <0.01% new Timeline