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: 492,603 shares; 2024Q4: 518,675 shares; 2025Q1: 534,450 shares; 2025Q2: 575,440 shares; 2025Q3: 578,678 shares; 2025Q4: 589,456 shares; 2026Q1: 571,184 shares 571,184 $210M 11.42% -18,272 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170,198 shares; 2024Q4: 1,221,872 shares; 2025Q1: 1,286,338 shares; 2025Q2: 1,324,258 shares; 2025Q3: 1,353,628 shares; 2025Q4: 1,428,931 shares; 2026Q1: 1,472,738 shares 1,472,738 $204M 11.08% +43,807 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071,121 shares; 2024Q4: 1,106,000 shares; 2025Q1: 1,177,329 shares; 2025Q2: 1,242,288 shares; 2025Q3: 1,286,740 shares; 2025Q4: 1,392,855 shares; 2026Q1: 1,643,243 shares 1,643,243 $127M 6.89% +250,388 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730,993 shares; 2024Q4: 1,785,267 shares; 2025Q1: 1,917,743 shares; 2025Q2: 1,782,982 shares; 2025Q3: 1,886,026 shares; 2025Q4: 2,072,630 shares; 2026Q1: 2,198,037 shares 2,198,037 $124M 6.77% +125,407 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,706 shares; 2024Q4: 139,483 shares; 2025Q1: 143,042 shares; 2025Q2: 138,473 shares; 2025Q3: 139,526 shares; 2025Q4: 162,688 shares; 2026Q1: 164,274 shares 164,274 $98.2M 5.34% +1,586 Timeline MUB 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: 584,123 shares; 2024Q4: 423,985 shares; 2025Q1: 216,609 shares; 2025Q2: 581,118 shares; 2025Q3: 666,498 shares; 2025Q4: 702,947 shares; 2026Q1: 767,535 shares 767,535 $81.5M 4.43% +64,588 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: 447,160 shares; 2024Q4: 1,999,984 shares; 2025Q1: 2,665,995 shares; 2025Q2: 2,087,707 shares; 2025Q3: 2,179,648 shares; 2025Q4: 2,336,825 shares; 2026Q1: 2,359,736 shares 2,359,736 $68.7M 3.74% +22,911 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,004 shares; 2024Q4: 416,907 shares; 2025Q1: 444,409 shares; 2025Q2: 657,746 shares; 2025Q3: 698,721 shares; 2025Q4: 737,382 shares; 2026Q1: 780,382 shares 780,382 $64.3M 3.5% +43,000 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: 181,350 shares; 2024Q4: 185,197 shares; 2025Q1: 182,904 shares; 2025Q2: 268,039 shares; 2025Q3: 266,325 shares; 2025Q4: 254,131 shares; 2026Q1: 248,466 shares 248,466 $48.7M 2.65% -5,665 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: 127,059 shares; 2024Q4: 129,862 shares; 2025Q1: 133,146 shares; 2025Q2: 139,836 shares; 2025Q3: 148,598 shares; 2025Q4: 167,839 shares; 2026Q1: 182,360 shares 182,360 $46.3M 2.52% +14,521 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: 43,722 shares; 2024Q4: 43,932 shares; 2025Q1: 43,922 shares; 2025Q2: 43,645 shares; 2025Q3: 46,529 shares; 2025Q4: 55,213 shares; 2026Q1: 55,248 shares 55,248 $36M 1.96% +35 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: 76,578 shares; 2024Q4: 78,110 shares; 2025Q1: 77,509 shares; 2025Q2: 84,921 shares; 2025Q3: 89,128 shares; 2025Q4: 98,172 shares; 2026Q1: 97,065 shares 97,065 $35.9M 1.95% -1,107 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: 87,992 shares; 2024Q4: 93,199 shares; 2025Q1: 100,627 shares; 2025Q2: 114,507 shares; 2025Q3: 140,212 shares; 2025Q4: 148,929 shares; 2026Q1: 169,540 shares 169,540 $29.6M 1.61% +20,611 Timeline EWJ 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: 251,638 shares; 2024Q4: 265,186 shares; 2025Q1: 280,927 shares; 2025Q2: 294,091 shares; 2025Q3: 307,757 shares; 2025Q4: 326,745 shares; 2026Q1: 341,655 shares 341,655 $28.8M 1.57% +14,910 Timeline SJNK 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: 730,346 shares; 2024Q4: 753,380 shares; 2025Q1: 775,866 shares; 2025Q2: 781,264 shares; 2025Q3: 905,152 shares; 2025Q4: 1,017,170 shares; 2026Q1: 1,088,356 shares 1,088,356 $27.2M 1.48% +71,186 Timeline URTH 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: 119,362 shares; 2024Q4: 117,417 shares; 2025Q1: 112,892 shares; 2025Q2: 119,304 shares; 2025Q3: 119,030 shares; 2025Q4: 122,386 shares; 2026Q1: 117,701 shares 117,701 $21.2M 1.15% -4,685 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: 46,882 shares; 2024Q4: 50,046 shares; 2025Q1: 50,113 shares; 2025Q2: 56,878 shares; 2025Q3: 68,796 shares; 2025Q4: 79,781 shares; 2026Q1: 99,876 shares 99,876 $20.8M 1.13% +20,095 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 5,712 shares; 2025Q1: 5,712 shares; 2025Q2: 7,959 shares; 2025Q3: 7,909 shares; 2025Q4: 123,124 shares; 2026Q1: 123,124 shares 123,124 $18.2M 0.99% 0 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: 28,795 shares; 2024Q4: 31,893 shares; 2025Q1: 31,996 shares; 2025Q2: 34,767 shares; 2025Q3: 39,196 shares; 2025Q4: 48,658 shares; 2026Q1: 63,279 shares 63,279 $18.2M 0.99% +14,621 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: 44,478 shares; 2024Q4: 44,589 shares; 2025Q1: 44,511 shares; 2025Q2: 54,635 shares; 2025Q3: 54,594 shares; 2025Q4: 56,306 shares; 2026Q1: 52,105 shares 52,105 $16.7M 0.91% -4,201 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,108 shares; 2024Q4: 192,733 shares; 2025Q1: 191,876 shares; 2025Q2: 188,232 shares; 2025Q3: 182,862 shares; 2025Q4: 182,485 shares; 2026Q1: 178,509 shares 178,509 $15.5M 0.84% -3,976 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: 34,599 shares; 2024Q4: 39,800 shares; 2025Q1: 39,884 shares; 2025Q2: 40,892 shares; 2025Q3: 41,222 shares; 2025Q4: 48,750 shares; 2026Q1: 52,710 shares 52,710 $15.1M 0.82% +3,960 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: 12,586 shares; 2024Q4: 15,264 shares; 2025Q1: 15,712 shares; 2025Q2: 19,329 shares; 2025Q3: 20,183 shares; 2025Q4: 39,277 shares; 2026Q1: 42,884 shares 42,884 $13.3M 0.72% +3,607 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: 10,672 shares; 2024Q4: 13,791 shares; 2025Q1: 13,429 shares; 2025Q2: 13,083 shares; 2025Q3: 22,080 shares; 2025Q4: 22,407 shares; 2026Q1: 24,859 shares 24,859 $11.9M 0.65% +2,452 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: 19,759 shares; 2024Q4: 19,674 shares; 2025Q1: 19,841 shares; 2025Q2: 26,507 shares; 2025Q3: 26,227 shares; 2025Q4: 25,935 shares; 2026Q1: 25,883 shares 25,883 $11.3M 0.62% -52 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: 8,918 shares; 2024Q4: 9,687 shares; 2025Q1: 9,840 shares; 2025Q2: 10,431 shares; 2025Q3: 10,412 shares; 2025Q4: 10,141 shares; 2026Q1: 10,785 shares 10,785 $10.7M 0.58% +644 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: 14,739 shares; 2024Q4: 17,940 shares; 2025Q1: 17,987 shares; 2025Q2: 17,854 shares; 2025Q3: 28,747 shares; 2025Q4: 33,940 shares; 2026Q1: 35,718 shares 35,718 $10.5M 0.57% +1,778 Timeline BKLN 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: 304,589 shares; 2024Q4: 311,759 shares; 2025Q1: 316,317 shares; 2025Q2: 310,467 shares; 2025Q3: 360,967 shares; 2025Q4: 409,980 shares; 2026Q1: 445,052 shares 445,052 $9.08M 0.49% +35,072 Timeline PFF 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: 194,925 shares; 2024Q4: 200,124 shares; 2025Q1: 204,664 shares; 2025Q2: 206,216 shares; 2025Q3: 234,899 shares; 2025Q4: 262,543 shares; 2026Q1: 285,545 shares 285,545 $8.66M 0.47% +23,002 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: 8,834 shares; 2024Q4: 9,339 shares; 2025Q1: 9,501 shares; 2025Q2: 9,615 shares; 2025Q3: 12,266 shares; 2025Q4: 12,998 shares; 2026Q1: 14,468 shares 14,468 $8.28M 0.45% +1,470 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: 14,864 shares; 2024Q4: 15,928 shares; 2025Q1: 16,128 shares; 2025Q2: 18,239 shares; 2025Q3: 23,915 shares; 2025Q4: 25,793 shares; 2026Q1: 27,376 shares 27,376 $8.27M 0.45% +1,583 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: 46,939 shares; 2024Q4: 57,160 shares; 2025Q1: 66,293 shares; 2025Q2: 66,354 shares; 2025Q3: 68,360 shares; 2025Q4: 109,626 shares; 2026Q1: 94,954 shares 94,954 $7.84M 0.43% -14,672 Timeline IDV 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: 182,000 shares; 2026Q1: 182,000 shares 182,000 $7.75M 0.42% 0 Timeline TLH 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: 35,415 shares; 2024Q4: 44,698 shares; 2025Q1: 48,263 shares; 2025Q2: 43,607 shares; 2025Q3: 48,793 shares; 2025Q4: 65,406 shares; 2026Q1: 70,782 shares 70,782 $7.13M 0.39% +5,376 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: 4,804 shares; 2024Q4: 4,757 shares; 2025Q1: 5,126 shares; 2025Q2: 5,714 shares; 2025Q3: 5,471 shares; 2025Q4: 6,726 shares; 2026Q1: 7,458 shares 7,458 $6.86M 0.37% +732 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: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares; 2025Q2: 2,957 shares; 2025Q3: 9,149 shares; 2025Q4: 69,572 shares; 2026Q1: 69,683 shares 69,683 $6.77M 0.37% +111 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: 8,794 shares; 2024Q4: 9,399 shares; 2025Q1: 9,145 shares; 2025Q2: 10,503 shares; 2025Q3: 10,737 shares; 2025Q4: 11,561 shares; 2026Q1: 17,377 shares 17,377 $6.46M 0.35% +5,816 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,244 shares; 2025Q3: 83,991 shares; 2025Q4: 81,243 shares; 2026Q1: 85,156 shares 85,156 $5.46M 0.3% +3,913 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: 3,876 shares; 2024Q4: 4,259 shares; 2025Q1: 4,212 shares; 2025Q2: 5,541 shares; 2025Q3: 13,812 shares; 2025Q4: 16,520 shares; 2026Q1: 15,942 shares 15,942 $5.4M 0.29% -578 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: 23,478 shares; 2024Q4: 29,842 shares; 2025Q1: 30,241 shares; 2025Q2: 26,196 shares; 2025Q3: 22,949 shares; 2025Q4: 28,776 shares; 2026Q1: 31,530 shares 31,530 $5.35M 0.29% +2,754 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: 15,837 shares; 2024Q4: 16,166 shares; 2025Q1: 16,393 shares; 2025Q2: 15,076 shares; 2025Q3: 15,821 shares; 2025Q4: 18,991 shares; 2026Q1: 20,301 shares 20,301 $4.96M 0.27% +1,310 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: 31,242 shares; 2024Q4: 34,865 shares; 2025Q1: 32,835 shares; 2025Q2: 30,932 shares; 2025Q3: 33,347 shares; 2025Q4: 34,445 shares; 2026Q1: 37,583 shares 37,583 $4.55M 0.25% +3,138 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: 13,067 shares; 2024Q4: 14,268 shares; 2025Q1: 14,917 shares; 2025Q2: 14,438 shares; 2025Q3: 14,886 shares; 2025Q4: 20,363 shares; 2026Q1: 20,775 shares 20,775 $4.52M 0.25% +412 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: 6,150 shares; 2024Q4: 6,282 shares; 2025Q1: 6,304 shares; 2025Q2: 6,981 shares; 2025Q3: 6,905 shares; 2025Q4: 7,852 shares; 2026Q1: 8,718 shares 8,718 $4.36M 0.24% +866 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L 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: 192,807 shares 192,807 $4.31M 0.23% new 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: 12,116 shares; 2024Q4: 12,350 shares; 2025Q1: 12,255 shares; 2025Q2: 12,596 shares; 2025Q3: 12,672 shares; 2025Q4: 13,553 shares; 2026Q1: 12,866 shares 12,866 $4.23M 0.23% -687 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 4,167 shares; 2025Q1: 4,167 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 44,000 shares; 2026Q1: 44,000 shares 44,000 $4.15M 0.23% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,865 shares; 2024Q4: 44,469 shares; 2025Q1: 44,639 shares; 2025Q2: 45,517 shares; 2025Q3: 45,627 shares; 2025Q4: 48,567 shares; 2026Q1: 50,683 shares 50,683 $4.03M 0.22% +2,116 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: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,640 shares; 2025Q2: 2,140 shares; 2025Q3: 2,183 shares; 2025Q4: 2,183 shares; 2026Q1: 9,320 shares 9,320 $4.01M 0.22% +7,137 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: 12,131 shares; 2024Q4: 12,178 shares; 2025Q1: 12,186 shares; 2025Q2: 12,227 shares; 2025Q3: 12,255 shares; 2025Q4: 12,106 shares; 2026Q1: 12,152 shares 12,152 $3.9M 0.21% +46 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,001 shares; 2025Q1: 37,499 shares; 2025Q2: 37,673 shares; 2025Q3: 37,737 shares; 2025Q4: 30,102 shares; 2026Q1: 30,321 shares 30,321 $3.8M 0.21% +219 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: 3,093 shares; 2024Q4: 3,280 shares; 2025Q1: 3,352 shares; 2025Q2: 3,672 shares; 2025Q3: 11,482 shares; 2025Q4: 11,722 shares; 2026Q1: 13,209 shares 13,209 $3.75M 0.2% +1,487 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,578 shares; 2025Q1: 5,581 shares; 2025Q2: 6,763 shares; 2025Q3: 6,762 shares; 2025Q4: 6,891 shares; 2026Q1: 6,812 shares 6,812 $3.74M 0.2% -79 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 2,371 shares; 2025Q1: 2,371 shares; 2025Q2: 24,583 shares; 2025Q3: 35,125 shares; 2025Q4: 68,327 shares; 2026Q1: 68,488 shares 68,488 $3.7M 0.2% +161 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.2% 0 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: 7,973 shares; 2024Q4: 9,821 shares; 2025Q1: 10,273 shares; 2025Q2: 9,597 shares; 2025Q3: 10,818 shares; 2025Q4: 13,091 shares; 2026Q1: 15,785 shares 15,785 $3.27M 0.18% +2,694 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: 12,215 shares; 2024Q4: 13,949 shares; 2025Q1: 13,747 shares; 2025Q2: 15,763 shares; 2025Q3: 16,090 shares; 2025Q4: 21,799 shares; 2026Q1: 24,725 shares 24,725 $3.08M 0.17% +2,926 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: 14,134 shares; 2024Q4: 14,001 shares; 2025Q1: 14,741 shares; 2025Q2: 12,685 shares; 2025Q3: 14,364 shares; 2025Q4: 18,856 shares; 2026Q1: 19,367 shares 19,367 $3.01M 0.16% +511 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: 720 shares; 2025Q1: 710 shares; 2025Q2: 1,247 shares; 2025Q3: 3,071 shares; 2025Q4: 3,148 shares; 2026Q1: 3,384 shares 3,384 $2.96M 0.16% +236 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: 2,501 shares; 2024Q4: 2,420 shares; 2025Q1: 2,463 shares; 2025Q2: 2,703 shares; 2025Q3: 2,594 shares; 2025Q4: 26,615 shares; 2026Q1: 28,897 shares 28,897 $2.78M 0.15% +2,282 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: 8,088 shares; 2024Q4: 8,108 shares; 2025Q1: 8,085 shares; 2025Q2: 9,147 shares; 2025Q3: 8,833 shares; 2025Q4: 16,153 shares; 2026Q1: 16,402 shares 16,402 $2.77M 0.15% +249 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: 8,719 shares; 2024Q4: 8,924 shares; 2025Q1: 9,026 shares; 2025Q2: 9,666 shares; 2025Q3: 9,817 shares; 2025Q4: 7,062 shares; 2026Q1: 6,487 shares 6,487 $2.77M 0.15% -575 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 2,712 shares; 2025Q1: 5,023 shares; 2025Q2: 100,227 shares; 2025Q3: 100,227 shares; 2025Q4: 108,309 shares; 2026Q1: 108,801 shares 108,801 $2.73M 0.15% +492 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,191 shares; 2024Q4: 8,516 shares; 2025Q1: 9,147 shares; 2025Q2: 9,260 shares; 2025Q3: 9,320 shares; 2025Q4: 12,685 shares; 2026Q1: 13,777 shares 13,777 $2.66M 0.14% +1,092 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: 3,755 shares; 2024Q4: 4,525 shares; 2025Q1: 4,542 shares; 2025Q2: 4,672 shares; 2025Q3: 4,773 shares; 2025Q4: 6,461 shares; 2026Q1: 7,346 shares 7,346 $2.48M 0.14% +885 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: 3,921 shares; 2024Q4: 3,943 shares; 2025Q1: 3,862 shares; 2025Q2: 3,621 shares; 2025Q3: 4,808 shares; 2025Q4: 4,877 shares; 2026Q1: 4,914 shares 4,914 $2.42M 0.13% +37 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: 3,853 shares; 2024Q4: 3,833 shares; 2025Q1: 3,834 shares; 2025Q2: 3,399 shares; 2025Q3: 4,355 shares; 2025Q4: 3,748 shares; 2026Q1: 3,646 shares 3,646 $2.38M 0.13% -102 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,645 shares; 2024Q4: 26,391 shares; 2025Q1: 26,355 shares; 2025Q2: 29,531 shares; 2025Q3: 28,388 shares; 2025Q4: 26,123 shares; 2026Q1: 27,782 shares 27,782 $2.37M 0.13% +1,659 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: 13,569 shares; 2024Q4: 19,324 shares; 2025Q1: 19,692 shares; 2025Q2: 19,835 shares; 2025Q3: 19,586 shares; 2025Q4: 26,364 shares; 2026Q1: 29,520 shares 29,520 $2.29M 0.12% +3,156 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: 7,068 shares; 2024Q4: 7,107 shares; 2025Q1: 7,141 shares; 2025Q2: 8,565 shares; 2025Q3: 8,731 shares; 2025Q4: 13,520 shares; 2026Q1: 14,205 shares 14,205 $2.27M 0.12% +685 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,544 shares; 2025Q1: 3,580 shares; 2025Q2: 3,857 shares; 2025Q3: 3,831 shares; 2025Q4: 6,970 shares; 2026Q1: 7,293 shares 7,293 $2.27M 0.12% +323 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: 25,489 shares; 2024Q4: 39,350 shares; 2025Q1: 39,087 shares; 2025Q2: 40,127 shares; 2025Q3: 40,530 shares; 2025Q4: 43,936 shares; 2026Q1: 45,844 shares 45,844 $2.23M 0.12% +1,908 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: 4,604 shares; 2024Q4: 4,197 shares; 2025Q1: 4,253 shares; 2025Q2: 4,689 shares; 2025Q3: 4,396 shares; 2025Q4: 4,626 shares; 2026Q1: 4,763 shares 4,763 $2.2M 0.12% +137 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,500 shares; 2025Q1: 6,727 shares; 2025Q2: 6,332 shares; 2025Q3: 6,086 shares; 2025Q4: 8,143 shares; 2026Q1: 10,158 shares 10,158 $2.17M 0.12% +2,015 Timeline SUB 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: 24,400 shares; 2024Q4: 25,051 shares; 2025Q1: 28,274 shares; 2025Q2: 51,101 shares; 2025Q3: 45,034 shares; 2025Q4: 38,115 shares; 2026Q1: 20,218 shares 20,218 $2.15M 0.12% -17,897 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 6,539 shares; 2025Q1: 6,650 shares; 2025Q2: 6,509 shares; 2025Q3: 6,390 shares; 2025Q4: 8,529 shares; 2026Q1: 8,784 shares 8,784 $2.13M 0.12% +255 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,620 shares; 2025Q1: 3,576 shares; 2025Q2: 3,576 shares; 2025Q3: 3,576 shares; 2025Q4: 13,034 shares; 2026Q1: 38,697 shares 38,697 $2.09M 0.11% +25,663 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,479 shares; 2025Q1: 48,546 shares; 2025Q2: 47,688 shares; 2025Q3: 46,774 shares; 2025Q4: 94,634 shares; 2026Q1: 120,316 shares 120,316 $1.98M 0.11% +25,682 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: 20,716 shares; 2024Q4: 71,148 shares; 2025Q1: 71,358 shares; 2025Q2: 67,485 shares; 2025Q3: 67,485 shares; 2025Q4: 67,485 shares; 2026Q1: 70,728 shares 70,728 $1.97M 0.11% +3,243 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,989 shares; 2024Q4: 62,989 shares; 2025Q1: 62,989 shares; 2025Q2: 62,989 shares; 2025Q3: 82,539 shares; 2025Q4: 80,894 shares; 2026Q1: 80,894 shares 80,894 $1.96M 0.11% 0 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: not reported; 2025Q1: not reported; 2025Q2: 75,820 shares; 2025Q3: 75,820 shares; 2025Q4: 77,235 shares; 2026Q1: 79,348 shares 79,348 $1.96M 0.11% +2,113 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: 9,759 shares; 2024Q4: 10,795 shares; 2025Q1: 10,929 shares; 2025Q2: 10,251 shares; 2025Q3: 11,196 shares; 2025Q4: 11,686 shares; 2026Q1: 14,661 shares 14,661 $1.89M 0.1% +2,975 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,077 shares; 2025Q1: 1,118 shares; 2025Q2: 1,206 shares; 2025Q3: 1,231 shares; 2025Q4: 4,468 shares; 2026Q1: 5,188 shares 5,188 $1.86M 0.1% +720 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT 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: 187,493 shares 187,493 $1.78M 0.1% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,908 shares; 2025Q1: 3,875 shares; 2025Q2: 4,075 shares; 2025Q3: 4,007 shares; 2025Q4: 4,034 shares; 2026Q1: 4,007 shares 4,007 $1.75M 0.1% -27 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: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 14,345 shares; 2026Q1: 14,345 shares 14,345 $1.62M 0.09% 0 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: 1,839 shares; 2024Q4: 1,558 shares; 2025Q1: 2,105 shares; 2025Q2: 3,173 shares; 2025Q3: 2,677 shares; 2025Q4: 4,788 shares; 2026Q1: 4,721 shares 4,721 $1.61M 0.09% -67 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: 5,776 shares; 2024Q4: 6,526 shares; 2025Q1: 6,751 shares; 2025Q2: 7,600 shares; 2025Q3: 7,538 shares; 2025Q4: 8,544 shares; 2026Q1: 9,671 shares 9,671 $1.61M 0.09% +1,127 Timeline FRDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,072 shares; 2025Q3: 24,727 shares; 2025Q4: 29,522 shares; 2026Q1: 29,257 shares 29,257 $1.61M 0.09% -265 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: 4,181 shares; 2024Q4: 4,181 shares; 2025Q1: 4,181 shares; 2025Q2: 4,059 shares; 2025Q3: 3,921 shares; 2025Q4: 6,303 shares; 2026Q1: 6,428 shares 6,428 $1.59M 0.09% +125 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 11,743 shares; 2025Q1: 11,819 shares; 2025Q2: 12,679 shares; 2025Q3: 12,774 shares; 2025Q4: 13,203 shares; 2026Q1: 13,076 shares 13,076 $1.5M 0.08% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,984 shares; 2025Q3: 6,564 shares; 2025Q4: 6,932 shares; 2026Q1: 6,966 shares 6,966 $1.49M 0.08% +34 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: 13,719 shares; 2024Q4: 15,275 shares; 2025Q1: 15,257 shares; 2025Q2: 15,119 shares; 2025Q3: 13,960 shares; 2025Q4: 17,202 shares; 2026Q1: 19,251 shares 19,251 $1.47M 0.08% +2,049 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: 1,465 shares; 2024Q4: 1,341 shares; 2025Q1: 1,371 shares; 2025Q2: 1,745 shares; 2025Q3: 1,710 shares; 2025Q4: 9,012 shares; 2026Q1: 14,018 shares 14,018 $1.47M 0.08% +5,006 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: 510 shares; 2024Q4: 665 shares; 2025Q1: 615 shares; 2025Q2: 868 shares; 2025Q3: 896 shares; 2025Q4: 1,748 shares; 2026Q1: 1,731 shares 1,731 $1.46M 0.08% -17 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 4,816 shares; 2025Q2: 4,813 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares; 2026Q1: 4,892 shares 4,892 $1.46M 0.08% +79 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: 2,445 shares; 2024Q4: 2,449 shares; 2025Q1: 2,645 shares; 2025Q2: 2,713 shares; 2025Q3: 2,648 shares; 2025Q4: 2,685 shares; 2026Q1: 2,918 shares 2,918 $1.45M 0.08% +233 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: 1,037 shares; 2024Q4: 2,238 shares; 2025Q1: 2,082 shares; 2025Q2: 2,086 shares; 2025Q3: 2,096 shares; 2025Q4: 2,615 shares; 2026Q1: 2,638 shares 2,638 $1.42M 0.08% +23 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 8,994 shares; 2025Q1: 9,089 shares; 2025Q2: 8,381 shares; 2025Q3: 8,571 shares; 2025Q4: 9,496 shares; 2026Q1: 10,740 shares 10,740 $1.42M 0.08% +1,244 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: 755 shares; 2024Q4: 808 shares; 2025Q1: 857 shares; 2025Q2: 990 shares; 2025Q3: 1,014 shares; 2025Q4: 2,867 shares; 2026Q1: 2,994 shares 2,994 $1.42M 0.08% +127 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: 79,704 shares; 2024Q4: 80,728 shares; 2025Q1: 109,494 shares; 2025Q2: 110,295 shares; 2025Q3: 111,597 shares; 2025Q4: 112,937 shares; 2026Q1: 117,882 shares 117,882 $1.36M 0.07% +4,945 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 3,494 shares; 2025Q1: 3,291 shares; 2025Q2: 3,622 shares; 2025Q3: 3,547 shares; 2025Q4: 4,326 shares; 2026Q1: 4,275 shares 4,275 $1.36M 0.07% -51 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: 4,986 shares; 2024Q4: 5,230 shares; 2025Q1: 5,485 shares; 2025Q2: 5,892 shares; 2025Q3: 6,239 shares; 2025Q4: 7,110 shares; 2026Q1: 9,238 shares 9,238 $1.36M 0.07% +2,128 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,860 shares 46,860 $1.35M 0.07% 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: 4,051 shares; 2024Q4: 3,523 shares; 2025Q1: 4,291 shares; 2025Q2: 5,093 shares; 2025Q3: 5,155 shares; 2025Q4: 5,984 shares; 2026Q1: 6,617 shares 6,617 $1.35M 0.07% +633 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: 4,303 shares; 2025Q1: 5,413 shares; 2025Q2: 6,788 shares; 2025Q3: 7,094 shares; 2025Q4: 7,672 shares; 2026Q1: 9,008 shares 9,008 $1.32M 0.07% +1,336 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: 8,836 shares; 2024Q4: 8,826 shares; 2025Q1: 8,827 shares; 2025Q2: 8,572 shares; 2025Q3: 8,563 shares; 2025Q4: 6,127 shares; 2026Q1: 6,009 shares 6,009 $1.29M 0.07% -118 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: 12,358 shares; 2024Q4: 13,414 shares; 2025Q1: 13,577 shares; 2025Q2: 14,983 shares; 2025Q3: 13,287 shares; 2025Q4: 20,755 shares; 2026Q1: 20,951 shares 20,951 $1.27M 0.07% +196 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: 3,678 shares; 2024Q4: 4,441 shares; 2025Q1: 4,965 shares; 2025Q2: 5,782 shares; 2025Q3: 5,843 shares; 2025Q4: 6,468 shares; 2026Q1: 7,670 shares 7,670 $1.26M 0.07% +1,202 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: 2,405 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 23,058 shares; 2025Q3: 22,382 shares; 2025Q4: 23,087 shares; 2026Q1: 18,675 shares 18,675 $1.26M 0.07% -4,412 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,762 shares; 2025Q1: 53,160 shares; 2025Q2: 70,977 shares; 2025Q3: 70,904 shares; 2025Q4: 70,904 shares; 2026Q1: 35,260 shares 35,260 $1.26M 0.07% -35,644 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,676 shares; 2025Q1: 1,463 shares; 2025Q2: 1,567 shares; 2025Q3: 1,275 shares; 2025Q4: 1,950 shares; 2026Q1: 2,086 shares 2,086 $1.26M 0.07% +136 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: 849 shares; 2024Q4: 927 shares; 2025Q1: 996 shares; 2025Q2: 1,009 shares; 2025Q3: 1,034 shares; 2025Q4: 1,443 shares; 2026Q1: 1,777 shares 1,777 $1.26M 0.07% +334 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: 6,196 shares; 2024Q4: 6,956 shares; 2025Q1: 6,794 shares; 2025Q2: 6,802 shares; 2025Q3: 5,165 shares; 2025Q4: 8,282 shares; 2026Q1: 8,664 shares 8,664 $1.25M 0.07% +382 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,556 shares; 2025Q1: 3,538 shares; 2025Q2: 3,791 shares; 2025Q3: 3,811 shares; 2025Q4: 4,641 shares; 2026Q1: 5,115 shares 5,115 $1.24M 0.07% +474 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: 2,097 shares; 2024Q4: 1,598 shares; 2025Q1: 1,584 shares; 2025Q2: 1,940 shares; 2025Q3: 1,942 shares; 2025Q4: 2,197 shares; 2026Q1: 2,137 shares 2,137 $1.23M 0.07% -60 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 3,863 shares; 2025Q1: 3,913 shares; 2025Q2: 5,292 shares; 2025Q3: 5,221 shares; 2025Q4: 4,982 shares; 2026Q1: 5,348 shares 5,348 $1.23M 0.07% +366 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,875 shares; 2025Q1: 45,679 shares; 2025Q2: 23,650 shares; 2025Q3: 22,450 shares; 2025Q4: 22,530 shares; 2026Q1: 22,498 shares 22,498 $1.23M 0.07% -32 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,615 shares; 2024Q4: 55,074 shares; 2025Q1: 55,074 shares; 2025Q2: 62,076 shares; 2025Q3: 61,728 shares; 2025Q4: 62,452 shares; 2026Q1: 64,037 shares 64,037 $1.21M 0.07% +1,585 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: 11,405 shares; 2024Q4: 13,005 shares; 2025Q1: 12,705 shares; 2025Q2: 9,334 shares; 2025Q3: 9,334 shares; 2025Q4: 19,929 shares; 2026Q1: 19,392 shares 19,392 $1.19M 0.06% -537 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: 13,000 shares; 2024Q4: 13,113 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,334 shares 13,334 $1.18M 0.06% +334 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,040 shares; 2025Q1: 2,273 shares; 2025Q2: 2,907 shares; 2025Q3: 2,955 shares; 2025Q4: 3,606 shares; 2026Q1: 3,882 shares 3,882 $1.17M 0.06% +276 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: 820 shares; 2025Q1: 833 shares; 2025Q2: 860 shares; 2025Q3: 871 shares; 2025Q4: 1,206 shares; 2026Q1: 1,219 shares 1,219 $1.17M 0.06% +13 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 13,983 shares; 2025Q1: 13,983 shares; 2025Q2: 13,983 shares; 2025Q3: 14,996 shares; 2025Q4: 13,983 shares; 2026Q1: 13,983 shares 13,983 $1.17M 0.06% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 4,409 shares; 2025Q1: 6,561 shares; 2025Q2: 7,491 shares; 2025Q3: 7,414 shares; 2025Q4: 8,253 shares; 2026Q1: 9,078 shares 9,078 $1.15M 0.06% +825 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: 4,025 shares; 2024Q4: 4,179 shares; 2025Q1: 4,079 shares; 2025Q2: 4,349 shares; 2025Q3: 4,237 shares; 2025Q4: 5,763 shares; 2026Q1: 5,756 shares 5,756 $1.14M 0.06% -7 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,950 shares; 2024Q4: 40,850 shares; 2025Q1: 35,861 shares; 2025Q2: 31,083 shares; 2025Q3: 31,083 shares; 2025Q4: 30,983 shares; 2026Q1: 29,957 shares 29,957 $1.13M 0.06% -1,026 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 4,907 shares; 2025Q1: 4,872 shares; 2025Q2: 4,907 shares; 2025Q3: 4,862 shares; 2025Q4: 5,104 shares; 2026Q1: 5,150 shares 5,150 $1.13M 0.06% +46 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: 3,671 shares; 2024Q4: 3,454 shares; 2025Q1: 3,409 shares; 2025Q2: 3,485 shares; 2025Q3: 3,494 shares; 2025Q4: 3,707 shares; 2026Q1: 2,860 shares 2,860 $1.12M 0.06% -847 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: 9,861 shares; 2024Q4: 9,452 shares; 2025Q1: 9,999 shares; 2025Q2: 10,800 shares; 2025Q3: 10,781 shares; 2025Q4: 12,387 shares; 2026Q1: 10,793 shares 10,793 $1.11M 0.06% -1,594 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,194 shares; 2025Q1: 5,268 shares; 2025Q2: 8,809 shares; 2025Q3: 8,776 shares; 2025Q4: 10,609 shares; 2026Q1: 11,670 shares 11,670 $1.1M 0.06% +1,061 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: 1,187 shares; 2024Q4: 633 shares; 2025Q1: 838 shares; 2025Q2: 6,085 shares; 2025Q3: 9,089 shares; 2025Q4: 12,777 shares; 2026Q1: 12,042 shares 12,042 $1.09M 0.06% -735 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: 227 shares; 2024Q4: 233 shares; 2025Q1: 214 shares; 2025Q2: 238 shares; 2025Q3: 239 shares; 2025Q4: 233 shares; 2026Q1: 258 shares 258 $1.09M 0.06% +25 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,303 shares; 2025Q1: 2,322 shares; 2025Q2: 2,377 shares; 2025Q3: 2,313 shares; 2025Q4: 2,400 shares; 2026Q1: 2,491 shares 2,491 $1.08M 0.06% +91 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: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares 1,547 $1.08M 0.06% 0 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: 4,236 shares; 2024Q4: 4,235 shares; 2025Q1: 4,294 shares; 2025Q2: 4,011 shares; 2025Q3: 4,115 shares; 2025Q4: 5,543 shares; 2026Q1: 5,909 shares 5,909 $1.08M 0.06% +366 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,229 shares; 2025Q1: 4,117 shares; 2025Q2: 4,626 shares; 2025Q3: 4,282 shares; 2025Q4: 5,776 shares; 2026Q1: 5,590 shares 5,590 $1.06M 0.06% -186 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: 8,604 shares; 2024Q4: 10,026 shares; 2025Q1: 9,833 shares; 2025Q2: 10,257 shares; 2025Q3: 10,485 shares; 2025Q4: 11,402 shares; 2026Q1: 10,997 shares 10,997 $1.06M 0.06% -405 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: 345 shares; 2024Q4: 348 shares; 2025Q1: 333 shares; 2025Q2: 326 shares; 2025Q3: 251 shares; 2025Q4: 351 shares; 2026Q1: 798 shares 798 $1.05M 0.06% +447 Timeline ILF 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: 29,074 shares 29,074 $1.03M 0.06% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,528 shares; 2025Q1: 3,421 shares; 2025Q2: 3,707 shares; 2025Q3: 3,562 shares; 2025Q4: 4,099 shares; 2026Q1: 4,347 shares 4,347 $1.03M 0.06% +248 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,370 shares; 2025Q1: 8,370 shares; 2025Q2: 8,421 shares; 2025Q3: 8,421 shares; 2025Q4: 8,621 shares; 2026Q1: 8,628 shares 8,628 $1.02M 0.06% +7 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,341 shares; 2024Q4: 173,343 shares; 2025Q1: 214,054 shares; 2025Q2: 214,055 shares; 2025Q3: 213,393 shares; 2025Q4: 9,046 shares; 2026Q1: 9,308 shares 9,308 $1.02M 0.06% +262 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: 3,641 shares; 2024Q4: 4,416 shares; 2025Q1: 4,428 shares; 2025Q2: 4,728 shares; 2025Q3: 4,469 shares; 2025Q4: 9,278 shares; 2026Q1: 10,903 shares 10,903 $1.01M 0.06% +1,625 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 2,246 shares; 2025Q1: 2,318 shares; 2025Q2: 2,389 shares; 2025Q3: 7,972 shares; 2025Q4: 7,917 shares; 2026Q1: 3,772 shares 3,772 $1.01M 0.05% -4,145 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,838 shares; 2025Q1: 4,128 shares; 2025Q2: 5,363 shares; 2025Q3: 4,880 shares; 2025Q4: 4,710 shares; 2026Q1: 5,330 shares 5,330 $995K 0.05% +620 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: 1,964 shares; 2025Q1: 2,126 shares; 2025Q2: 2,330 shares; 2025Q3: 2,461 shares; 2025Q4: 7,085 shares; 2026Q1: 7,532 shares 7,532 $986K 0.05% +447 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: 2,905 shares; 2024Q4: 3,135 shares; 2025Q1: 3,326 shares; 2025Q2: 3,536 shares; 2025Q3: 3,101 shares; 2025Q4: 4,885 shares; 2026Q1: 4,846 shares 4,846 $961K 0.05% -39 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,458 shares; 2025Q3: 3,537 shares; 2025Q4: 12,560 shares; 2026Q1: 13,078 shares 13,078 $952K 0.05% +518 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 2,382 shares; 2025Q1: 2,967 shares; 2025Q2: 3,818 shares; 2025Q3: 3,821 shares; 2025Q4: 4,207 shares; 2026Q1: 5,840 shares 5,840 $936K 0.05% +1,633 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,417 shares; 2024Q4: 5,063 shares; 2025Q1: 6,557 shares; 2025Q2: 8,828 shares; 2025Q3: 21,269 shares; 2025Q4: 21,693 shares; 2026Q1: 12,912 shares 12,912 $929K 0.05% -8,781 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: 2,228 shares; 2024Q4: 1,687 shares; 2025Q1: 1,743 shares; 2025Q2: 2,183 shares; 2025Q3: 2,320 shares; 2025Q4: 2,590 shares; 2026Q1: 3,772 shares 3,772 $917K 0.05% +1,182 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,590 shares; 2024Q4: 12,852 shares; 2025Q1: 12,865 shares; 2025Q2: 13,219 shares; 2025Q3: 13,212 shares; 2025Q4: 13,165 shares; 2026Q1: 13,146 shares 13,146 $911K 0.05% -19 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: 8 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 16,902 shares; 2025Q3: 10,815 shares; 2025Q4: 11,392 shares; 2026Q1: 12,892 shares 12,892 $899K 0.05% +1,500 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: 11,692 shares; 2025Q1: 12,210 shares; 2025Q2: 14,942 shares; 2025Q3: 14,891 shares; 2025Q4: 26,440 shares; 2026Q1: 30,978 shares 30,978 $898K 0.05% +4,538 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 17,293 shares; 2026Q1: 17,293 shares 17,293 $877K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 2,647 shares; 2025Q1: 2,522 shares; 2025Q2: 1,083 shares; 2025Q3: 2,670 shares; 2025Q4: 3,172 shares; 2026Q1: 3,142 shares 3,142 $850K 0.05% -30 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 759 shares; 2025Q1: 754 shares; 2025Q2: 889 shares; 2025Q3: 1,110 shares; 2025Q4: 1,150 shares; 2026Q1: 2,169 shares 2,169 $847K 0.05% +1,019 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: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 6,684 shares; 2025Q3: 7,176 shares; 2025Q4: 7,318 shares; 2026Q1: 6,811 shares 6,811 $847K 0.05% -507 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,844 shares; 2024Q4: 12,520 shares; 2025Q1: 17,387 shares; 2025Q2: 17,489 shares; 2025Q3: 16,961 shares; 2025Q4: 18,973 shares; 2026Q1: 19,107 shares 19,107 $843K 0.05% +134 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,543 shares; 2025Q1: 1,879 shares; 2025Q2: 1,714 shares; 2025Q3: 1,711 shares; 2025Q4: 3,845 shares; 2026Q1: 4,339 shares 4,339 $842K 0.05% +494 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY 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: 27,928 shares; 2025Q4: 27,928 shares; 2026Q1: 27,928 shares 27,928 $830K 0.05% 0 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: 3,243 shares; 2024Q4: 3,287 shares; 2025Q1: 3,328 shares; 2025Q2: 3,482 shares; 2025Q3: 3,579 shares; 2025Q4: 3,863 shares; 2026Q1: 3,950 shares 3,950 $830K 0.05% +87 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: not reported; 2024Q4: 2,168 shares; 2025Q1: 2,337 shares; 2025Q2: 3,954 shares; 2025Q3: 3,839 shares; 2025Q4: 4,192 shares; 2026Q1: 5,936 shares 5,936 $827K 0.05% +1,744 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: 873 shares; 2024Q4: 885 shares; 2025Q1: 1,017 shares; 2025Q2: 1,314 shares; 2025Q3: 999 shares; 2025Q4: 2,025 shares; 2026Q1: 2,350 shares 2,350 $827K 0.04% +325 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,556 shares; 2025Q1: 2,463 shares; 2025Q2: 2,860 shares; 2025Q3: 2,851 shares; 2025Q4: 2,873 shares; 2026Q1: 3,187 shares 3,187 $787K 0.04% +314 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,350 shares 28,350 $780K 0.04% new 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: 1,078 shares; 2024Q4: 1,180 shares; 2025Q1: 1,181 shares; 2025Q2: 1,182 shares; 2025Q3: 1,192 shares; 2025Q4: 1,179 shares; 2026Q1: 1,383 shares 1,383 $777K 0.04% +204 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: 7,299 shares; 2024Q4: 7,299 shares; 2025Q1: 7,299 shares; 2025Q2: 7,299 shares; 2025Q3: 7,299 shares; 2025Q4: 7,941 shares; 2026Q1: 7,941 shares 7,941 $772K 0.04% 0 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: 4,685 shares; 2025Q1: 5,104 shares; 2025Q2: 4,531 shares; 2025Q3: 5,285 shares; 2025Q4: 5,802 shares; 2026Q1: 6,681 shares 6,681 $758K 0.04% +879 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 9,109 shares; 2025Q1: 10,126 shares; 2025Q2: 9,942 shares; 2025Q3: 10,000 shares; 2025Q4: 9,836 shares; 2026Q1: 11,093 shares 11,093 $744K 0.04% +1,257 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,943 shares; 2026Q1: 12,607 shares 12,607 $741K 0.04% +7,664 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: 6,493 shares; 2024Q4: 7,797 shares; 2025Q1: 7,486 shares; 2025Q2: 9,908 shares; 2025Q3: 9,644 shares; 2025Q4: 11,501 shares; 2026Q1: 14,372 shares 14,372 $721K 0.04% +2,871 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,481 shares; 2024Q4: 33,481 shares; 2025Q1: 33,481 shares; 2025Q2: 33,481 shares; 2025Q3: 33,481 shares; 2025Q4: 34,281 shares; 2026Q1: 34,549 shares 34,549 $721K 0.04% +268 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: 14,292 shares; 2024Q4: 14,292 shares; 2025Q1: 14,292 shares; 2025Q2: 14,292 shares; 2025Q3: 14,292 shares; 2025Q4: 7,354 shares; 2026Q1: 7,354 shares 7,354 $720K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 663 shares; 2025Q1: 681 shares; 2025Q2: 915 shares; 2025Q3: 884 shares; 2025Q4: 1,135 shares; 2026Q1: 1,271 shares 1,271 $718K 0.04% +136 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,504 shares; 2025Q2: 8,500 shares; 2025Q3: 8,484 shares; 2025Q4: 8,571 shares; 2026Q1: 8,661 shares 8,661 $707K 0.04% +90 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,817 shares; 2024Q4: 51,252 shares; 2025Q1: 51,252 shares; 2025Q2: 51,345 shares; 2025Q3: 51,252 shares; 2025Q4: 51,252 shares; 2026Q1: 51,252 shares 51,252 $703K 0.04% 0 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: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 2,450 shares; 2025Q3: 2,383 shares; 2025Q4: 2,268 shares; 2026Q1: 2,415 shares 2,415 $694K 0.04% +147 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: 13,389 shares; 2024Q4: 13,083 shares; 2025Q1: 12,865 shares; 2025Q2: 12,803 shares; 2025Q3: 13,021 shares; 2025Q4: 13,272 shares; 2026Q1: 12,756 shares 12,756 $679K 0.04% -516 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: 2,172 shares; 2024Q4: 2,557 shares; 2025Q1: 2,343 shares; 2025Q2: 2,548 shares; 2025Q3: 2,460 shares; 2025Q4: 2,788 shares; 2026Q1: 2,982 shares 2,982 $674K 0.04% +194 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 4,242 shares; 2025Q4: 4,918 shares; 2026Q1: 4,910 shares 4,910 $668K 0.04% -8 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 291 shares; 2025Q3: 433 shares; 2025Q4: 380 shares; 2026Q1: 1,366 shares 1,366 $662K 0.04% +986 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,214 shares; 2025Q4: 1,449 shares; 2026Q1: 1,219 shares 1,219 $662K 0.04% -230 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: 3,139 shares; 2024Q4: 3,249 shares; 2025Q1: 2,118 shares; 2025Q2: 2,685 shares; 2025Q3: 2,655 shares; 2025Q4: 3,200 shares; 2026Q1: 4,286 shares 4,286 $655K 0.04% +1,086 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: 1,305 shares; 2024Q4: 1,245 shares; 2025Q1: 1,302 shares; 2025Q2: 1,523 shares; 2025Q3: 1,507 shares; 2025Q4: 1,909 shares; 2026Q1: 1,986 shares 1,986 $654K 0.04% +77 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: 444 shares; 2024Q4: 472 shares; 2025Q1: 522 shares; 2025Q2: 557 shares; 2025Q3: 529 shares; 2025Q4: 566 shares; 2026Q1: 755 shares 755 $654K 0.04% +189 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 2,780 shares; 2025Q1: 3,543 shares; 2025Q2: 3,501 shares; 2025Q3: 3,508 shares; 2025Q4: 4,433 shares; 2026Q1: 4,407 shares 4,407 $640K 0.03% -26 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: 4,313 shares; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,963 shares; 2025Q4: 10,620 shares; 2026Q1: 12,942 shares 12,942 $639K 0.03% +2,322 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: 2,630 shares; 2025Q1: 2,634 shares; 2025Q2: 3,700 shares; 2025Q3: 3,798 shares; 2025Q4: 4,459 shares; 2026Q1: 5,372 shares 5,372 $637K 0.03% +913 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,504 shares; 2025Q1: 1,436 shares; 2025Q2: 2,139 shares; 2025Q3: 1,985 shares; 2025Q4: 2,262 shares; 2026Q1: 2,384 shares 2,384 $636K 0.03% +122 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,590 shares; 2025Q2: 23,591 shares; 2025Q3: 22,796 shares; 2025Q4: 22,920 shares; 2026Q1: 23,949 shares 23,949 $635K 0.03% +1,029 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,649 shares; 2025Q1: 1,357 shares; 2025Q2: 1,593 shares; 2025Q3: 1,508 shares; 2025Q4: 1,693 shares; 2026Q1: 1,931 shares 1,931 $631K 0.03% +238 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,507 shares; 2025Q1: 17,799 shares; 2025Q2: 17,328 shares; 2025Q3: 17,417 shares; 2025Q4: 18,242 shares; 2026Q1: 18,776 shares 18,776 $630K 0.03% +534 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 3,236 shares; 2025Q1: 3,251 shares; 2025Q2: 2,977 shares; 2025Q3: 2,693 shares; 2025Q4: 6,051 shares; 2026Q1: 6,951 shares 6,951 $623K 0.03% +900 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,726 shares; 2026Q1: 10,705 shares 10,705 $617K 0.03% -21 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 5,367 shares; 2025Q1: 4,782 shares; 2025Q2: 4,073 shares; 2025Q3: 4,048 shares; 2025Q4: 4,595 shares; 2026Q1: 6,611 shares 6,611 $615K 0.03% +2,016 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,047 shares; 2025Q1: 1,255 shares; 2025Q2: 1,284 shares; 2025Q3: 1,004 shares; 2025Q4: 1,168 shares; 2026Q1: 1,376 shares 1,376 $614K 0.03% +208 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: 11,790 shares; 2024Q4: 11,588 shares; 2025Q1: 7,271 shares; 2025Q2: 7,271 shares; 2025Q3: 5,775 shares; 2025Q4: 5,505 shares; 2026Q1: 5,505 shares 5,505 $612K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,332 shares; 2025Q2: 1,709 shares; 2025Q3: 1,842 shares; 2025Q4: 1,870 shares; 2026Q1: 3,095 shares 3,095 $612K 0.03% +1,225 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 231,707 shares; 2026Q1: 231,707 shares 231,707 $609K 0.03% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 189 shares; 2025Q1: 210 shares; 2025Q2: 3,406 shares; 2025Q3: 3,462 shares; 2025Q4: 4,183 shares; 2026Q1: 6,593 shares 6,593 $609K 0.03% +2,410 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: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 2,601 shares; 2025Q3: 1,851 shares; 2025Q4: 1,851 shares; 2026Q1: 2,008 shares 2,008 $607K 0.03% +157 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: 483 shares; 2024Q4: 349 shares; 2025Q1: 373 shares; 2025Q2: 445 shares; 2025Q3: 361 shares; 2025Q4: 407 shares; 2026Q1: 412 shares 412 $607K 0.03% +5 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: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 2,361 shares; 2025Q3: 2,273 shares; 2025Q4: 2,087 shares; 2026Q1: 2,303 shares 2,303 $603K 0.03% +216 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,998 shares 13,998 $594K 0.03% new 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: 3,412 shares; 2024Q4: 3,367 shares; 2025Q1: 3,370 shares; 2025Q2: 3,537 shares; 2025Q3: 3,378 shares; 2025Q4: 4,036 shares; 2026Q1: 4,054 shares 4,054 $586K 0.03% +18 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: 391 shares; 2024Q4: 443 shares; 2025Q1: 606 shares; 2025Q2: 870 shares; 2025Q3: 4,069 shares; 2025Q4: 4,228 shares; 2026Q1: 1,344 shares 1,344 $581K 0.03% -2,884 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: 1,105 shares; 2024Q4: 1,274 shares; 2025Q1: 1,296 shares; 2025Q2: 1,258 shares; 2025Q3: 1,027 shares; 2025Q4: 1,225 shares; 2026Q1: 1,624 shares 1,624 $581K 0.03% +399 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,667 shares; 2025Q1: not reported; 2025Q2: 4,774 shares; 2025Q3: 16,217 shares; 2025Q4: 15,398 shares; 2026Q1: 5,762 shares 5,762 $580K 0.03% -9,636 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 438 shares; 2025Q1: 441 shares; 2025Q2: 537 shares; 2025Q3: 312 shares; 2025Q4: 445 shares; 2026Q1: 527 shares 527 $575K 0.03% +82 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: 1,235 shares; 2024Q4: 1,314 shares; 2025Q1: 1,512 shares; 2025Q2: 2,597 shares; 2025Q3: 2,576 shares; 2025Q4: 2,589 shares; 2026Q1: 2,725 shares 2,725 $572K 0.03% +136 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,647 shares; 2025Q1: not reported; 2025Q2: 10,147 shares; 2025Q3: 10,298 shares; 2025Q4: 10,438 shares; 2026Q1: 10,807 shares 10,807 $568K 0.03% +369 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 15,024 shares; 2026Q1: 15,277 shares 15,277 $566K 0.03% +253 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,704 shares; 2025Q2: 4,671 shares; 2025Q3: 4,684 shares; 2025Q4: 7,221 shares; 2026Q1: 7,649 shares 7,649 $554K 0.03% +428 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,823 shares; 2024Q4: 4,834 shares; 2025Q1: 4,865 shares; 2025Q2: 4,964 shares; 2025Q3: 4,981 shares; 2025Q4: 4,857 shares; 2026Q1: 4,893 shares 4,893 $545K 0.03% +36 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,316 shares; 2025Q1: 3,343 shares; 2025Q2: 3,471 shares; 2025Q3: 3,456 shares; 2025Q4: 3,549 shares; 2026Q1: 4,110 shares 4,110 $540K 0.03% +561 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: 30 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 17,673 shares; 2025Q3: 17,463 shares; 2025Q4: 17,463 shares; 2026Q1: 17,463 shares 17,463 $536K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,888 shares; 2025Q1: 2,764 shares; 2025Q2: 2,802 shares; 2025Q3: 3,101 shares; 2025Q4: 2,423 shares; 2026Q1: 2,655 shares 2,655 $528K 0.03% +232 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 3,085 shares; 2025Q1: 3,309 shares; 2025Q2: 3,970 shares; 2025Q3: 4,035 shares; 2025Q4: 5,490 shares; 2026Q1: 6,043 shares 6,043 $528K 0.03% +553 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,665 shares; 2025Q1: 1,603 shares; 2025Q2: 2,176 shares; 2025Q3: 2,135 shares; 2025Q4: 2,350 shares; 2026Q1: 3,081 shares 3,081 $527K 0.03% +731 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: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,213 shares; 2025Q4: 2,338 shares; 2026Q1: 4,277 shares 4,277 $525K 0.03% +1,939 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 563 shares; 2025Q1: 648 shares; 2025Q2: 570 shares; 2025Q3: 660 shares; 2025Q4: 652 shares; 2026Q1: 766 shares 766 $523K 0.03% +114 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,220 shares; 2025Q4: 1,908 shares; 2026Q1: 1,946 shares 1,946 $519K 0.03% +38 Timeline CGNT COGNYTE SOFTWARE LTD More: the full row for COGNYTE SOFTWARE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,314 shares; 2024Q4: 64,314 shares; 2025Q1: 64,314 shares; 2025Q2: 64,314 shares; 2025Q3: 64,314 shares; 2025Q4: 64,314 shares; 2026Q1: 63,679 shares 63,679 $516K 0.03% -635 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 9,647 shares; 2025Q1: 9,084 shares; 2025Q2: 10,928 shares; 2025Q3: 11,320 shares; 2025Q4: 11,580 shares; 2026Q1: 12,976 shares 12,976 $506K 0.03% +1,396 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares 1,044 $504K 0.03% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 2,934 shares; 2025Q1: 2,797 shares; 2025Q2: 2,092 shares; 2025Q3: 2,056 shares; 2025Q4: 2,130 shares; 2026Q1: 2,577 shares 2,577 $504K 0.03% +447 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 9,120 shares; 2025Q4: 9,131 shares; 2026Q1: 9,212 shares 9,212 $503K 0.03% +81 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,787 shares; 2024Q4: 6,789 shares; 2025Q1: 6,766 shares; 2025Q2: 6,163 shares; 2025Q3: 7,502 shares; 2025Q4: 8,326 shares; 2026Q1: 8,213 shares 8,213 $501K 0.03% -113 Timeline SLX 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: not reported; 2026Q1: 5,442 shares 5,442 $500K 0.03% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,755 shares; 2025Q1: 5,763 shares; 2025Q2: 5,838 shares; 2025Q3: 5,702 shares; 2025Q4: 5,694 shares; 2026Q1: 5,692 shares 5,692 $499K 0.03% -2 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,422 shares; 2025Q1: 1,403 shares; 2025Q2: 1,431 shares; 2025Q3: 1,315 shares; 2025Q4: 1,397 shares; 2026Q1: 1,632 shares 1,632 $496K 0.03% +235 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: 482 shares; 2024Q4: 552 shares; 2025Q1: 565 shares; 2025Q2: 699 shares; 2025Q3: 692 shares; 2025Q4: 1,022 shares; 2026Q1: 1,162 shares 1,162 $494K 0.03% +140 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,473 shares; 2026Q1: 8,327 shares 8,327 $492K 0.03% +1,854 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,516 shares; 2025Q4: 2,635 shares; 2026Q1: 2,676 shares 2,676 $488K 0.03% +41 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,991 shares; 2025Q1: 3,650 shares; 2025Q2: 5,039 shares; 2025Q3: 5,033 shares; 2025Q4: 5,116 shares; 2026Q1: 5,614 shares 5,614 $484K 0.03% +498 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,347 shares; 2026Q1: 2,669 shares 2,669 $481K 0.03% +322 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: 251 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 4,056 shares; 2026Q1: 3,556 shares 3,556 $473K 0.03% -500 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,598 shares; 2024Q4: 51,523 shares; 2025Q1: 34,298 shares; 2025Q2: 29,648 shares; 2025Q3: 25,976 shares; 2025Q4: 8,351 shares; 2026Q1: 9,684 shares 9,684 $469K 0.03% +1,333 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,797 shares; 2024Q4: 18,679 shares; 2025Q1: 11,180 shares; 2025Q2: 11,933 shares; 2025Q3: 11,426 shares; 2025Q4: 14,273 shares; 2026Q1: 16,651 shares 16,651 $468K 0.03% +2,378 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: 2,098 shares; 2024Q4: 2,107 shares; 2025Q1: 2,163 shares; 2025Q2: 1,440 shares; 2025Q3: 1,438 shares; 2025Q4: 1,698 shares; 2026Q1: 1,908 shares 1,908 $466K 0.03% +210 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 805 shares; 2025Q3: 811 shares; 2025Q4: 839 shares; 2026Q1: 891 shares 891 $466K 0.03% +52 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,252 shares; 2024Q4: 7,322 shares; 2025Q1: 11,902 shares; 2025Q2: 13,113 shares; 2025Q3: 15,038 shares; 2025Q4: 15,038 shares; 2026Q1: 17,543 shares 17,543 $465K 0.03% +2,505 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,400 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares 9,900 $464K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 1,116 shares; 2026Q1: 2,868 shares 2,868 $464K 0.03% +1,752 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,041 shares; 2026Q1: 2,191 shares 2,191 $463K 0.03% +150 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 9,453 shares; 2025Q1: not reported; 2025Q2: 7,466 shares; 2025Q3: 7,481 shares; 2025Q4: 9,107 shares; 2026Q1: 11,048 shares 11,048 $454K 0.02% +1,941 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,437 shares; 2025Q1: 2,485 shares; 2025Q2: 2,725 shares; 2025Q3: 2,830 shares; 2025Q4: 3,079 shares; 2026Q1: 3,455 shares 3,455 $453K 0.02% +376 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,823 shares; 2025Q1: 1,836 shares; 2025Q2: 2,131 shares; 2025Q3: 2,137 shares; 2025Q4: 2,967 shares; 2026Q1: 3,436 shares 3,436 $450K 0.02% +469 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: 1,416 shares; 2024Q4: 1,562 shares; 2025Q1: 1,563 shares; 2025Q2: 1,777 shares; 2025Q3: 1,700 shares; 2025Q4: 1,916 shares; 2026Q1: 2,197 shares 2,197 $450K 0.02% +281 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: 1,270 shares; 2025Q2: 1,195 shares; 2025Q3: 1,256 shares; 2025Q4: 1,924 shares; 2026Q1: 2,157 shares 2,157 $449K 0.02% +233 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,366 shares; 2025Q1: 4,366 shares; 2025Q2: 4,983 shares; 2025Q3: 5,463 shares; 2025Q4: 6,428 shares; 2026Q1: 7,149 shares 7,149 $449K 0.02% +721 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: 913 shares; 2024Q4: 930 shares; 2025Q1: 931 shares; 2025Q2: 908 shares; 2025Q3: 919 shares; 2025Q4: 951 shares; 2026Q1: 916 shares 916 $440K 0.02% -35 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: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares 1,147 $440K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 81 shares; 2025Q1: 87 shares; 2025Q2: 94 shares; 2025Q3: 97 shares; 2025Q4: 99 shares; 2026Q1: 129 shares 129 $436K 0.02% +30 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 674 shares; 2025Q3: 714 shares; 2025Q4: 789 shares; 2026Q1: 1,549 shares 1,549 $430K 0.02% +760 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,913 shares; 2025Q1: 1,505 shares; 2025Q2: 1,895 shares; 2025Q3: 1,631 shares; 2025Q4: 3,207 shares; 2026Q1: 2,491 shares 2,491 $430K 0.02% -716 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: 2,176 shares 2,176 $429K 0.02% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 9,932 shares; 2026Q1: 9,933 shares 9,933 $426K 0.02% +1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 2,435 shares; 2026Q1: 3,903 shares 3,903 $425K 0.02% +1,468 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares; 2026Q1: 3,582 shares 3,582 $425K 0.02% +2,312 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: not reported; 2026Q1: 3,746 shares 3,746 $424K 0.02% new Timeline DUHP 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: 27,500 shares; 2024Q4: 21,476 shares; 2025Q1: 11,478 shares; 2025Q2: 11,478 shares; 2025Q3: 11,478 shares; 2025Q4: 11,478 shares; 2026Q1: 11,478 shares 11,478 $422K 0.02% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,632 shares; 2024Q4: 10,637 shares; 2025Q1: 10,723 shares; 2025Q2: 10,841 shares; 2025Q3: 10,770 shares; 2025Q4: 7,140 shares; 2026Q1: 7,071 shares 7,071 $418K 0.02% -69 Timeline ORACLE CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares 9,000 $414K 0.02% new CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 3,454 shares; 2025Q1: 2,612 shares; 2025Q2: 2,921 shares; 2025Q3: 2,893 shares; 2025Q4: 5,165 shares; 2026Q1: 5,060 shares 5,060 $411K 0.02% -105 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 1,894 shares; 2025Q1: 2,022 shares; 2025Q2: 2,344 shares; 2025Q3: 2,260 shares; 2025Q4: 2,404 shares; 2026Q1: 2,733 shares 2,733 $410K 0.02% +329 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,690 shares; 2026Q1: 3,090 shares 3,090 $408K 0.02% +400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 354 shares; 2026Q1: 453 shares 453 $406K 0.02% +99 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 6,200 shares 6,200 $402K 0.02% +1,200 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,403 shares; 2025Q1: 1,385 shares; 2025Q2: 1,472 shares; 2025Q3: 1,590 shares; 2025Q4: 1,750 shares; 2026Q1: 1,910 shares 1,910 $398K 0.02% +160 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 757 shares; 2025Q4: 1,498 shares; 2026Q1: 1,335 shares 1,335 $394K 0.02% -163 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 2,684 shares; 2025Q1: 2,556 shares; 2025Q2: 2,432 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,626 shares 2,626 $393K 0.02% +279 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,876 shares; 2025Q1: 3,015 shares; 2025Q2: 2,574 shares; 2025Q3: 2,709 shares; 2025Q4: 3,025 shares; 2026Q1: 3,267 shares 3,267 $390K 0.02% +242 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: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,509 shares; 2025Q3: 1,540 shares; 2025Q4: 1,519 shares; 2026Q1: 1,834 shares 1,834 $388K 0.02% +315 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 4,671 shares; 2025Q1: 4,065 shares; 2025Q2: 4,049 shares; 2025Q3: 3,866 shares; 2025Q4: 4,018 shares; 2026Q1: 4,909 shares 4,909 $382K 0.02% +891 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 5,372 shares 5,372 $382K 0.02% +5,276 Timeline IGF 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: 5,781 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700 $382K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,521 shares; 2025Q3: 3,431 shares; 2025Q4: 3,695 shares; 2026Q1: 4,036 shares 4,036 $377K 0.02% +341 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,523 shares 5,523 $376K 0.02% new Timeline BBCA 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: not reported; 2025Q4: 3,986 shares; 2026Q1: 3,986 shares 3,986 $375K 0.02% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,037 shares; 2025Q1: 4,050 shares; 2025Q2: 5,514 shares; 2025Q3: 5,703 shares; 2025Q4: 6,530 shares; 2026Q1: 7,080 shares 7,080 $370K 0.02% +550 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: 22,548 shares; 2024Q4: 19,405 shares; 2025Q1: 10,393 shares; 2025Q2: 10,393 shares; 2025Q3: 10,393 shares; 2025Q4: 10,393 shares; 2026Q1: 10,393 shares 10,393 $369K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,275 shares; 2025Q3: 6,288 shares; 2025Q4: 6,447 shares; 2026Q1: 7,869 shares 7,869 $369K 0.02% +1,422 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,127 shares; 2026Q1: 5,964 shares 5,964 $369K 0.02% -163 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: not reported; 2025Q3: not reported; 2025Q4: 226 shares; 2026Q1: 267 shares 267 $368K 0.02% +41 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE 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: 2,707 shares; 2026Q1: 2,794 shares 2,794 $366K 0.02% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,881 shares; 2026Q1: 3,946 shares 3,946 $366K 0.02% +1,065 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 10,103 shares; 2025Q1: 9,303 shares; 2025Q2: 9,303 shares; 2025Q3: 9,303 shares; 2025Q4: 9,303 shares; 2026Q1: 9,303 shares 9,303 $362K 0.02% 0 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 3,150 shares 3,150 $361K 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 2,677 shares; 2025Q4: 3,008 shares; 2026Q1: 3,046 shares 3,046 $360K 0.02% +38 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: 2,016 shares; 2024Q4: 2,015 shares; 2025Q1: 1,645 shares; 2025Q2: 3,713 shares; 2025Q3: 3,018 shares; 2025Q4: 2,544 shares; 2026Q1: 3,033 shares 3,033 $359K 0.02% +489 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,831 shares; 2025Q3: 2,027 shares; 2025Q4: 2,311 shares; 2026Q1: 2,600 shares 2,600 $353K 0.02% +289 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: 6,160 shares; 2024Q4: 5,966 shares; 2025Q1: 5,279 shares; 2025Q2: 7,797 shares; 2025Q3: 17,047 shares; 2025Q4: 7,797 shares; 2026Q1: 6,876 shares 6,876 $343K 0.02% -921 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 487 shares; 2025Q4: 669 shares; 2026Q1: 822 shares 822 $343K 0.02% +153 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 548 shares; 2025Q4: 641 shares; 2026Q1: 852 shares 852 $339K 0.02% +211 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 827 shares; 2026Q1: 976 shares 976 $335K 0.02% +149 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,699 shares; 2025Q1: 1,609 shares; 2025Q2: 2,112 shares; 2025Q3: 2,292 shares; 2025Q4: 2,424 shares; 2026Q1: 2,130 shares 2,130 $335K 0.02% -294 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS 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: 20,803 shares; 2025Q3: 10,653 shares; 2025Q4: 10,653 shares; 2026Q1: 10,653 shares 10,653 $330K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,465 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,574 shares; 2025Q4: 3,777 shares; 2026Q1: 4,431 shares 4,431 $330K 0.02% +654 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,026 shares; 2026Q1: 5,335 shares 5,335 $328K 0.02% +309 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,384 shares; 2025Q4: 1,327 shares; 2026Q1: 2,165 shares 2,165 $327K 0.02% +838 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: 1,329 shares; 2024Q4: 7,160 shares; 2025Q1: 7,085 shares; 2025Q2: 6,876 shares; 2025Q3: 6,652 shares; 2025Q4: 7,076 shares; 2026Q1: 7,185 shares 7,185 $325K 0.02% +109 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares 8,300 $323K 0.02% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,198 shares; 2024Q4: 37,198 shares; 2025Q1: 37,198 shares; 2025Q2: 37,563 shares; 2025Q3: 37,632 shares; 2025Q4: 37,806 shares; 2026Q1: 40,076 shares 40,076 $322K 0.02% +2,270 Timeline GDX 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: not reported; 2026Q1: 3,500 shares 3,500 $321K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,481 shares; 2025Q1: 6,016 shares; 2025Q2: 5,717 shares; 2025Q3: 4,699 shares; 2025Q4: 4,691 shares; 2026Q1: 3,929 shares 3,929 $321K 0.02% -762 Timeline IGOV 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: 7,784 shares 7,784 $320K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,790 shares; 2025Q1: 2,785 shares; 2025Q2: 2,836 shares; 2025Q3: 2,767 shares; 2025Q4: 3,479 shares; 2026Q1: 3,531 shares 3,531 $319K 0.02% +52 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,529 shares; 2025Q1: 1,352 shares; 2025Q2: 1,577 shares; 2025Q3: 1,412 shares; 2025Q4: 1,187 shares; 2026Q1: 1,200 shares 1,200 $314K 0.02% +13 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,733 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares; 2026Q1: 5,018 shares 5,018 $313K 0.02% +3,895 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,813 shares; 2025Q2: 6,118 shares; 2025Q3: 6,298 shares; 2025Q4: 6,214 shares; 2026Q1: 6,738 shares 6,738 $313K 0.02% +524 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,055 shares; 2025Q3: 3,071 shares; 2025Q4: 3,161 shares; 2026Q1: 3,378 shares 3,378 $311K 0.02% +217 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,302 shares; 2026Q1: 11,304 shares 11,304 $310K 0.02% +1,002 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,032 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,886 shares 1,886 $306K 0.02% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,526 shares; 2025Q1: not reported; 2025Q2: 1,682 shares; 2025Q3: 1,907 shares; 2025Q4: 2,032 shares; 2026Q1: 2,587 shares 2,587 $305K 0.02% +555 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: not reported; 2024Q4: not reported; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 11,693 shares 11,693 $300K 0.02% +11,066 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,182 shares 1,182 $296K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR 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: 2,139 shares; 2025Q3: 2,185 shares; 2025Q4: 2,234 shares; 2026Q1: 2,340 shares 2,340 $296K 0.02% +106 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 416 shares; 2025Q1: not reported; 2025Q2: 932 shares; 2025Q3: 593 shares; 2025Q4: 652 shares; 2026Q1: 742 shares 742 $294K 0.02% +90 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,087 shares 1,087 $294K 0.02% new 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: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,086 shares; 2025Q3: 1,066 shares; 2025Q4: 1,266 shares; 2026Q1: 1,938 shares 1,938 $293K 0.02% +672 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: 11,593 shares; 2024Q4: 14,517 shares; 2025Q1: 8,009 shares; 2025Q2: 8,723 shares; 2025Q3: not reported; 2025Q4: 6,894 shares; 2026Q1: 10,211 shares 10,211 $293K 0.02% +3,317 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 299 shares; 2025Q1: 278 shares; 2025Q2: 305 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299 shares 299 $293K 0.02% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,505 shares; 2026Q1: 13,387 shares 13,387 $290K 0.02% +3,882 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 5,015 shares; 2025Q4: 6,245 shares; 2026Q1: 5,372 shares 5,372 $289K 0.02% -873 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 16,000 shares; 2026Q1: 16,000 shares 16,000 $288K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,853 shares; 2025Q1: 3,910 shares; 2025Q2: 3,988 shares; 2025Q3: 3,092 shares; 2025Q4: not reported; 2026Q1: 3,963 shares 3,963 $287K 0.02% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,170 shares 2,170 $285K 0.02% new 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: not reported; 2025Q4: 872 shares; 2026Q1: 974 shares 974 $284K 0.02% +102 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,805 shares; 2025Q2: 8,805 shares; 2025Q3: 8,010 shares; 2025Q4: 6,153 shares; 2026Q1: 4,026 shares 4,026 $284K 0.02% -2,127 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,092 shares 5,092 $283K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,128 shares 1,128 $283K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares 258 $283K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,295 shares 1,295 $281K 0.02% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,637 shares; 2025Q1: 12,613 shares; 2025Q2: 12,220 shares; 2025Q3: 12,820 shares; 2025Q4: 16,158 shares; 2026Q1: 15,769 shares 15,769 $278K 0.02% -389 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: 2,183 shares; 2024Q4: 2,149 shares; 2025Q1: 2,452 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares; 2026Q1: 2,516 shares 2,516 $278K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 4,375 shares; 2025Q1: 4,612 shares; 2025Q2: 4,563 shares; 2025Q3: 4,350 shares; 2025Q4: 4,567 shares; 2026Q1: 4,897 shares 4,897 $276K 0.02% +330 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $276K 0.01% 0 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,525 shares; 2025Q1: 7,402 shares; 2025Q2: 11,498 shares; 2025Q3: 10,725 shares; 2025Q4: 12,920 shares; 2026Q1: 18,337 shares 18,337 $275K 0.01% +5,417 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 2,896 shares; 2025Q4: 3,201 shares; 2026Q1: 3,329 shares 3,329 $274K 0.01% +128 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 18,553 shares; 2026Q1: 18,553 shares 18,553 $273K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 2,279 shares; 2026Q1: 2,782 shares 2,782 $272K 0.01% +503 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,830 shares 3,830 $272K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,190 shares 3,190 $270K 0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: 1,182 shares; 2025Q2: 1,310 shares; 2025Q3: 1,213 shares; 2025Q4: 1,216 shares; 2026Q1: 1,204 shares 1,204 $270K 0.01% -12 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417 shares 417 $265K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,246 shares; 2025Q4: not reported; 2026Q1: 2,739 shares 2,739 $264K 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,840 shares 2,840 $260K 0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,514 shares; 2024Q4: 10,483 shares; 2025Q1: 10,630 shares; 2025Q2: 10,550 shares; 2025Q3: 10,658 shares; 2025Q4: 10,679 shares; 2026Q1: 10,769 shares 10,769 $258K 0.01% +90 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 915 shares; 2025Q3: 931 shares; 2025Q4: 940 shares; 2026Q1: 1,029 shares 1,029 $258K 0.01% +89 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,664 shares; 2026Q1: 4,664 shares 4,664 $257K 0.01% 0 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,490 shares 4,490 $256K 0.01% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,066 shares; 2025Q2: 2,351 shares; 2025Q3: not reported; 2025Q4: 2,451 shares; 2026Q1: 3,709 shares 3,709 $256K 0.01% +1,258 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 1,014 shares; 2025Q1: 1,124 shares; 2025Q2: 1,252 shares; 2025Q3: 1,244 shares; 2025Q4: 1,248 shares; 2026Q1: 1,170 shares 1,170 $253K 0.01% -78 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 905 shares 905 $253K 0.01% +305 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,950 shares; 2025Q3: 14,047 shares; 2025Q4: 11,614 shares; 2026Q1: 13,535 shares 13,535 $251K 0.01% +1,921 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 352 shares; 2025Q3: 300 shares; 2025Q4: 2,008 shares; 2026Q1: 1,708 shares 1,708 $250K 0.01% -300 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS 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: not reported; 2026Q1: 1,444 shares 1,444 $250K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 1,274 shares 1,274 $250K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,896 shares 1,896 $249K 0.01% new Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON 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: 1,992 shares 1,992 $247K 0.01% new Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 68,957 shares; 2025Q3: 68,957 shares; 2025Q4: 68,957 shares; 2026Q1: 62,957 shares 62,957 $246K 0.01% -6,000 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: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $245K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,653 shares 21,653 $244K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP 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: 6,241 shares 6,241 $244K 0.01% new 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: 3,514 shares; 2026Q1: 4,046 shares 4,046 $243K 0.01% +532 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,206 shares 4,206 $242K 0.01% new 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: 7,127 shares; 2024Q4: 7,127 shares; 2025Q1: 6,777 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,777 shares; 2026Q1: 3,213 shares 3,213 $241K 0.01% -3,564 Timeline BBEU 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: not reported; 2025Q4: 3,308 shares; 2026Q1: 3,308 shares 3,308 $240K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $238K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,478 shares 1,478 $232K 0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,183 shares 2,183 $230K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 4,613 shares; 2025Q1: 3,701 shares; 2025Q2: 2,670 shares; 2025Q3: not reported; 2025Q4: 2,097 shares; 2026Q1: 2,325 shares 2,325 $229K 0.01% +228 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,104 shares 2,104 $228K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,694 shares; 2024Q4: 13,919 shares; 2025Q1: 13,744 shares; 2025Q2: 10,481 shares; 2025Q3: 3,954 shares; 2025Q4: 5,076 shares; 2026Q1: 5,939 shares 5,939 $226K 0.01% +863 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,094 shares; 2025Q4: 8,181 shares; 2026Q1: 10,872 shares 10,872 $225K 0.01% +2,691 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,498 shares; 2025Q1: 1,372 shares; 2025Q2: not reported; 2025Q3: 1,131 shares; 2025Q4: 1,226 shares; 2026Q1: 1,313 shares 1,313 $224K 0.01% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 805 shares 805 $223K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,755 shares; 2025Q3: 2,640 shares; 2025Q4: 2,476 shares; 2026Q1: 2,440 shares 2,440 $222K 0.01% -36 Timeline KB KB FINL GROUP INC More: the full row for KB 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: not reported; 2026Q1: 2,200 shares 2,200 $221K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703 shares 703 $221K 0.01% new Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,576 shares; 2026Q1: 13,576 shares 13,576 $219K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 669 shares 669 $219K 0.01% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 455 shares; 2025Q3: 514 shares; 2025Q4: 641 shares; 2026Q1: 609 shares 609 $219K 0.01% -32 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,840 shares 1,840 $217K 0.01% new Timeline IT GARTNER INC More: the full row for GARTNER 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: 1,370 shares 1,370 $217K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 649 shares; 2025Q4: 692 shares; 2026Q1: 902 shares 902 $216K 0.01% +210 Timeline SOXX 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: 489 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 657 shares 657 $216K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 842 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,637 shares 1,637 $213K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,148 shares 1,148 $212K 0.01% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,159 shares; 2025Q3: 3,159 shares; 2025Q4: 2,233 shares; 2026Q1: 4,629 shares 4,629 $211K 0.01% +2,396 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,350 shares; 2025Q1: 1,365 shares; 2025Q2: 1,350 shares; 2025Q3: not reported; 2025Q4: 1,279 shares; 2026Q1: 1,266 shares 1,266 $209K 0.01% -13 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 1,324 shares; 2026Q1: 1,441 shares 1,441 $209K 0.01% +117 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,881 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,710 shares 1,710 $207K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,002 shares 1,002 $207K 0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,406 shares 10,406 $206K 0.01% new Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS 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: 1,967 shares 1,967 $205K 0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,340 shares 1,340 $205K 0.01% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 5,542 shares 5,542 $205K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares 1,009 $205K 0.01% new 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: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,130 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 940 shares 940 $204K 0.01% +86 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 702 shares 702 $204K 0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,357 shares 1,357 $204K 0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 763 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,576 shares; 2026Q1: 2,576 shares 2,576 $204K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares 971 $203K 0.01% new Timeline ULST 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $202K 0.01% 0 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,776 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $202K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 696 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 815 shares 815 $202K 0.01% new Timeline MKSI MKS INC. More: the full row for MKS 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: 875 shares 875 $201K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 678 shares 678 $201K 0.01% new 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: 18,079 shares; 2025Q3: 17,989 shares; 2025Q4: 20,597 shares; 2026Q1: 39,787 shares 39,787 $200K 0.01% +19,190 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,181 shares; 2025Q3: 12,116 shares; 2025Q4: 11,304 shares; 2026Q1: 11,609 shares 11,609 $192K 0.01% +305 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,310 shares; 2026Q1: 5,310 shares 5,310 $188K 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,614 shares 23,614 $187K 0.01% new Timeline IYW 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006 $183K 0.01% 0 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL 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: 22,088 shares; 2026Q1: 22,088 shares 22,088 $177K 0.01% 0 Timeline APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $176K 0.01% 0 MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,331 shares 10,331 $175K 0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,284 shares 2,284 $175K 0.01% new Timeline DTST DATA STORAGE CORP More: the full row for DATA STORAGE 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: 43,100 shares; 2026Q1: 43,100 shares 43,100 $167K 0.01% 0 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 12,950 shares 12,950 $166K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,685 shares 2,685 $159K 0.01% new Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,855 shares 10,855 $157K 0.01% new Timeline USEA UNITED MARITIME CORPORATION More: the full row for UNITED MARITIME CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,052 shares; 2026Q1: 77,052 shares 77,052 $156K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 236 shares; 2025Q4: 1,089 shares; 2026Q1: 1,930 shares 1,930 $152K 0.01% +841 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: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 1,582 shares; 2025Q4: 2,680 shares; 2026Q1: 1,514 shares 1,514 $150K 0.01% -1,166 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 2,301 shares; 2026Q1: 1,801 shares 1,801 $148K 0.01% -500 Timeline DIHP 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: 22,606 shares; 2024Q4: 18,220 shares; 2025Q1: 8,561 shares; 2025Q2: 4,565 shares; 2025Q3: 4,565 shares; 2025Q4: 4,565 shares; 2026Q1: 4,565 shares 4,565 $147K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares 1,420 $142K 0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,002 shares; 2024Q4: 21,798 shares; 2025Q1: 20,335 shares; 2025Q2: 29,028 shares; 2025Q3: 28,488 shares; 2025Q4: 33,512 shares; 2026Q1: 63,985 shares 63,985 $136K 0.01% +30,473 Timeline GSEW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $135K 0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 17,640 shares; 2026Q1: 18,456 shares 18,456 $135K 0.01% +816 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 719 shares; 2026Q1: 680 shares 680 $129K 0.01% -39 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: 463 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 310 shares; 2025Q3: 299 shares; 2025Q4: 717 shares; 2026Q1: 900 shares 900 $128K 0.01% +183 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99 shares; 2026Q1: 2,404 shares 2,404 $127K 0.01% +2,305 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: 2,151 shares; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 2,151 shares; 2026Q1: 1,165 shares 1,165 $119K 0.01% -986 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $119K 0.01% 0 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: 4,708 shares; 2024Q4: 4,208 shares; 2025Q1: 3,858 shares; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares; 2025Q4: 3,858 shares; 2026Q1: 1,579 shares 1,579 $117K 0.01% -2,279 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $108K 0.01% 0 Timeline FNDE 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $107K 0.01% 0 Timeline ACWX 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: 1,380 shares; 2026Q1: 1,548 shares 1,548 $106K 0.01% +168 Timeline USMV 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: 1,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,126 shares 1,126 $104K 0.01% new Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 28,590 shares; 2026Q1: 28,590 shares 28,590 $104K 0.01% 0 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY 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: 3,344 shares; 2026Q1: 3,344 shares 3,344 $104K 0.01% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,900 shares 2,900 $102K 0.01% new Timeline STHO STAR HLDGS More: the full row for STAR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,199 shares; 2024Q4: 13,199 shares; 2025Q1: 13,199 shares; 2025Q2: 13,199 shares; 2025Q3: 13,199 shares; 2025Q4: 13,199 shares; 2026Q1: 13,199 shares 13,199 $99.9K 0.01% 0 Timeline MTUM 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: 608 shares; 2026Q1: 405 shares 405 $97.2K 0.01% -203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: 389 shares; 2025Q4: 264 shares; 2026Q1: 506 shares 506 $93.3K 0.01% +242 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares; 2025Q1: 932 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 932 shares; 2026Q1: 932 shares 932 $93.1K 0.01% 0 Timeline CMF 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: 583 shares; 2024Q4: 1,802 shares; 2025Q1: 1,644 shares; 2025Q2: 1,644 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,593 shares 1,593 $90.6K <0.01% +93 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 305 shares 305 $78.5K <0.01% +80 Timeline VOX 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $76.3K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 784 shares 784 $74.9K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 4,000 shares; 2025Q1: 3,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $73.4K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,179 shares; 2026Q1: 785 shares 785 $71.9K <0.01% -394 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,699 shares 2,699 $71.7K <0.01% new Timeline CUE CUE BIOPHARMA INC More: the full row for CUE BIOPHARMA 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: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 310,000 shares; 2026Q1: 310,000 shares 310,000 $71.3K <0.01% 0 Timeline WELLS FARGO & CO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $69.4K <0.01% 0 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: 5,992 shares; 2024Q4: 5,992 shares; 2025Q1: 5,992 shares; 2025Q2: 2,193 shares; 2025Q3: 2,142 shares; 2025Q4: 1,071 shares; 2026Q1: 1,173 shares 1,173 $66.6K <0.01% +102 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $62.7K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 299 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 163 shares; 2026Q1: 1,440 shares 1,440 $58.8K <0.01% +1,277 Timeline DIBS 1STDIBS COM INC More: the full row for 1STDIBS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,208 shares; 2026Q1: 10,208 shares 10,208 $56.1K <0.01% 0 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: 1,550 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $55.1K <0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 1,586 shares 1,586 $53.4K <0.01% +1,089 Timeline BBJP 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: not reported; 2025Q4: 774 shares; 2026Q1: 774 shares 774 $53.3K <0.01% 0 Timeline SWVL SWVL HOLDINGS CORP More: the full row for SWVL HOLDINGS 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: 37,000 shares 37,000 $52.2K <0.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares 355 $51.5K <0.01% 0 Timeline IJT 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: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 340 shares 340 $49.2K <0.01% +140 Timeline GNR 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: not reported; 2026Q1: 625 shares 625 $46.7K <0.01% new Timeline HYLN HYLIION HOLDINGS CORP More: the full row for HYLIION HOLDINGS 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: 25,000 shares 25,000 $44K <0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118 shares 118 $43.7K <0.01% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,041 shares 1,041 $41K <0.01% new Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,147 shares 1,147 $41K <0.01% new Timeline IYM 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: 232 shares 232 $40.8K <0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,636 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,596 shares 13,596 $39.8K <0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 2,628 shares; 2025Q1: 2,221 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 235 shares; 2026Q1: 463 shares 463 $36.3K <0.01% +228 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,054 shares 1,054 $35.7K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $35K <0.01% 0 Timeline EWY 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: 210 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares 284 $34.9K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 87 shares; 2026Q1: 115 shares 115 $34.4K <0.01% +28 Timeline QUAL 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: 175 shares; 2026Q1: 175 shares 175 $33.6K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $33.5K <0.01% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 934 shares 934 $33.4K <0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 1,109 shares 1,109 $32.2K <0.01% +499 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $29.9K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296 $29.8K <0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 236 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $29.2K <0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552 shares; 2026Q1: 552 shares 552 $29K <0.01% 0 Timeline SMMD 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: 143 shares; 2026Q1: 358 shares 358 $27.3K <0.01% +215 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: 4,403 shares; 2024Q4: 4,407 shares; 2025Q1: 4,189 shares; 2025Q2: 3,240 shares; 2025Q3: 3,204 shares; 2025Q4: 223 shares; 2026Q1: 300 shares 300 $26.6K <0.01% +77 Timeline BWX 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: not reported; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $25.9K <0.01% 0 Timeline IGIB 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: 475 shares; 2026Q1: 475 shares 475 $25.3K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 3,973 shares; 2026Q1: 400 shares 400 $22.7K <0.01% -3,573 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $21.9K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares 420 $19.6K <0.01% new Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $19K <0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $19K <0.01% 0 Timeline IEF 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: 810 shares; 2026Q1: 196 shares 196 $18.7K <0.01% -614 Timeline