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: 686,907 shares; 2024Q4: 678,771 shares; 2025Q1: 1,792,898 shares; 2025Q2: 1,342,865 shares; 2025Q3: 1,366,766 shares; 2025Q4: 1,225,539 shares; 2026Q1: 1,624,460 shares 1,624,460 $124M 4.3% +398,921 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: 39,849 shares; 2024Q4: 42,303 shares; 2025Q1: 290,047 shares; 2025Q2: 305,852 shares; 2025Q3: 309,923 shares; 2025Q4: 426,679 shares; 2026Q1: 398,536 shares 398,536 $84.2M 2.91% -28,143 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: 180,371 shares; 2024Q4: 182,568 shares; 2025Q1: 806,123 shares; 2025Q2: 733,202 shares; 2025Q3: 693,464 shares; 2025Q4: 702,139 shares; 2026Q1: 732,503 shares 732,503 $82.9M 2.87% +30,364 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: 205,001 shares; 2024Q4: 158,846 shares; 2025Q1: 213,230 shares; 2025Q2: 183,577 shares; 2025Q3: 288,477 shares; 2025Q4: 292,896 shares; 2026Q1: 283,506 shares 283,506 $72M 2.49% -9,390 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: 257,734 shares; 2024Q4: 256,428 shares; 2025Q1: 350,669 shares; 2025Q2: 282,785 shares; 2025Q3: 380,970 shares; 2025Q4: 380,735 shares; 2026Q1: 386,831 shares 386,831 $67.5M 2.33% +6,096 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,110 shares; 2024Q4: 326,953 shares; 2025Q1: 1,003,637 shares; 2025Q2: 1,038,131 shares; 2025Q3: 1,267,886 shares; 2025Q4: 1,293,230 shares; 2026Q1: 1,069,538 shares 1,069,538 $62.2M 2.15% -223,692 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: 91,152 shares; 2024Q4: 95,104 shares; 2025Q1: 117,788 shares; 2025Q2: 109,485 shares; 2025Q3: 140,611 shares; 2025Q4: 142,616 shares; 2026Q1: 142,169 shares 142,169 $52.6M 1.82% -447 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: 112,363 shares; 2024Q4: 119,644 shares; 2025Q1: 143,282 shares; 2025Q2: 151,859 shares; 2025Q3: 150,062 shares; 2025Q4: 154,815 shares; 2026Q1: 157,942 shares 157,942 $45.4M 1.57% +3,127 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: 41,544 shares; 2024Q4: 48,012 shares; 2025Q1: 403,075 shares; 2025Q2: 401,160 shares; 2025Q3: 374,003 shares; 2025Q4: 403,461 shares; 2026Q1: 416,280 shares 416,280 $44.2M 1.53% +12,819 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: 199,836 shares; 2024Q4: 201,553 shares; 2025Q1: 375,968 shares; 2025Q2: 411,008 shares; 2025Q3: 412,908 shares; 2025Q4: 425,352 shares; 2026Q1: 437,958 shares 437,958 $43.5M 1.5% +12,606 Timeline EMGF 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: 78,861 shares; 2024Q4: 79,701 shares; 2025Q1: 434,797 shares; 2025Q2: 728,491 shares; 2025Q3: 849,426 shares; 2025Q4: 1,051,430 shares; 2026Q1: 718,431 shares 718,431 $43.4M 1.5% -332,999 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 1,303,555 shares 1,303,555 $41.9M 1.45% new 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: 99,653 shares; 2024Q4: 101,833 shares; 2025Q1: 143,071 shares; 2025Q2: 128,766 shares; 2025Q3: 164,841 shares; 2025Q4: 172,532 shares; 2026Q1: 170,544 shares 170,544 $35.5M 1.23% -1,988 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: 2,315 shares; 2024Q4: 1,959 shares; 2025Q1: 51,124 shares; 2025Q2: 111,001 shares; 2025Q3: 85,229 shares; 2025Q4: 85,169 shares; 2026Q1: 79,353 shares 79,353 $34.1M 1.18% -5,816 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,061 shares; 2024Q4: 28,242 shares; 2025Q1: 80,570 shares; 2025Q2: 576,494 shares; 2025Q3: 492,034 shares; 2025Q4: 437,017 shares; 2026Q1: 446,290 shares 446,290 $33.2M 1.15% +9,273 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: 33,412 shares; 2024Q4: 37,351 shares; 2025Q1: 50,879 shares; 2025Q2: 50,285 shares; 2025Q3: 53,622 shares; 2025Q4: 55,569 shares; 2026Q1: 57,236 shares 57,236 $32.7M 1.13% +1,667 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 459,952 shares; 2025Q3: 861,242 shares; 2025Q4: 925,958 shares; 2026Q1: 973,080 shares 973,080 $32.1M 1.11% +47,122 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,479 shares; 2025Q1: 154,037 shares; 2025Q2: 152,214 shares; 2025Q3: 150,056 shares; 2025Q4: 252,643 shares; 2026Q1: 266,464 shares 266,464 $29.9M 1.03% +13,821 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,706 shares; 2024Q4: 114,710 shares; 2025Q1: 188,978 shares; 2025Q2: 186,603 shares; 2025Q3: 200,288 shares; 2025Q4: 205,828 shares; 2026Q1: 1,279,312 shares 1,279,312 $29.3M 1.01% +1,073,484 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,928 shares; 2025Q2: 708,623 shares; 2025Q3: 727,593 shares; 2025Q4: 743,855 shares; 2026Q1: 787,796 shares 787,796 $28.5M 0.99% +43,941 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: 5,186 shares; 2024Q4: 1,216 shares; 2025Q1: 91,147 shares; 2025Q2: 86,928 shares; 2025Q3: 70,924 shares; 2025Q4: 68,251 shares; 2026Q1: 66,857 shares 66,857 $28.5M 0.99% -1,394 Timeline MBB 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: 89,761 shares; 2024Q4: 93,597 shares; 2025Q1: 221,589 shares; 2025Q2: 234,321 shares; 2025Q3: 247,057 shares; 2025Q4: 258,035 shares; 2026Q1: 277,250 shares 277,250 $26.3M 0.91% +19,215 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: 48,634 shares; 2024Q4: 51,174 shares; 2025Q1: 76,286 shares; 2025Q2: 65,087 shares; 2025Q3: 79,966 shares; 2025Q4: 82,566 shares; 2026Q1: 81,761 shares 81,761 $25.3M 0.88% -805 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: 60,830 shares; 2024Q4: 64,768 shares; 2025Q1: 90,477 shares; 2025Q2: 58,014 shares; 2025Q3: 95,368 shares; 2025Q4: 96,250 shares; 2026Q1: 84,890 shares 84,890 $24.4M 0.84% -11,360 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,050 shares; 2025Q4: 233,933 shares; 2026Q1: 343,515 shares 343,515 $24.3M 0.84% +109,582 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: 59,127 shares; 2024Q4: 62,888 shares; 2025Q1: 74,425 shares; 2025Q2: 80,771 shares; 2025Q3: 81,249 shares; 2025Q4: 82,861 shares; 2026Q1: 82,567 shares 82,567 $24.3M 0.84% -294 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: 22,039 shares; 2024Q4: 17,875 shares; 2025Q1: 30,965 shares; 2025Q2: 31,662 shares; 2025Q3: 31,773 shares; 2025Q4: 35,805 shares; 2026Q1: 35,790 shares 35,790 $23.4M 0.81% -15 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: 87,520 shares; 2024Q4: 88,446 shares; 2025Q1: 247,954 shares; 2025Q2: 258,158 shares; 2025Q3: 231,253 shares; 2025Q4: 115,100 shares; 2026Q1: 119,952 shares 119,952 $23M 0.8% +4,852 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: 127,824 shares; 2024Q4: 127,378 shares; 2025Q1: 141,067 shares; 2025Q2: 143,258 shares; 2025Q3: 180,306 shares; 2025Q4: 185,382 shares; 2026Q1: 181,199 shares 181,199 $22.5M 0.78% -4,183 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,994 shares; 2024Q4: 104,801 shares; 2025Q1: 98,248 shares; 2025Q2: 458,440 shares; 2025Q3: 406,074 shares; 2025Q4: 406,105 shares; 2026Q1: 435,460 shares 435,460 $20.9M 0.72% +29,355 Timeline SPTL 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: 53,912 shares; 2024Q4: 43,251 shares; 2025Q1: 553,083 shares; 2025Q2: 1,026,965 shares; 2025Q3: 1,095,354 shares; 2025Q4: 718,728 shares; 2026Q1: 762,045 shares 762,045 $20M 0.69% +43,317 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: 8,314 shares; 2024Q4: 9,740 shares; 2025Q1: 196,209 shares; 2025Q2: 170,066 shares; 2025Q3: 159,626 shares; 2025Q4: 176,345 shares; 2026Q1: 187,832 shares 187,832 $20M 0.69% +11,487 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: 47,024 shares; 2024Q4: 62,627 shares; 2025Q1: 73,313 shares; 2025Q2: 237,014 shares; 2025Q3: 185,038 shares; 2025Q4: 183,076 shares; 2026Q1: 234,801 shares 234,801 $19.4M 0.67% +51,725 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 470,463 shares 470,463 $19.3M 0.67% new 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: 103,166 shares; 2025Q1: 129,994 shares; 2025Q2: 143,850 shares; 2025Q3: 137,957 shares; 2025Q4: 149,057 shares; 2026Q1: 156,010 shares 156,010 $19.2M 0.66% +6,953 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: 25,303 shares; 2024Q4: 11,728 shares; 2025Q1: 395,168 shares; 2025Q2: 375,369 shares; 2025Q3: 344,932 shares; 2025Q4: 333,689 shares; 2026Q1: 329,480 shares 329,480 $18.6M 0.65% -4,209 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: 19,363 shares; 2024Q4: 20,022 shares; 2025Q1: 26,474 shares; 2025Q2: 27,637 shares; 2025Q3: 37,783 shares; 2025Q4: 39,259 shares; 2026Q1: 38,560 shares 38,560 $18.5M 0.64% -699 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,243 shares; 2024Q4: 92,986 shares; 2025Q1: 277,663 shares; 2025Q2: 300,192 shares; 2025Q3: 333,660 shares; 2025Q4: 352,405 shares; 2026Q1: 327,525 shares 327,525 $17M 0.59% -24,880 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: 34,026 shares; 2024Q4: 33,715 shares; 2025Q1: 87,381 shares; 2025Q2: 69,172 shares; 2025Q3: 63,449 shares; 2025Q4: 68,009 shares; 2026Q1: 68,802 shares 68,802 $16.8M 0.58% +793 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: 10,282 shares; 2024Q4: 11,205 shares; 2025Q1: 14,900 shares; 2025Q2: 17,246 shares; 2025Q3: 17,821 shares; 2025Q4: 18,401 shares; 2026Q1: 17,302 shares 17,302 $15.9M 0.55% -1,099 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: 11,540 shares; 2024Q4: 4,271 shares; 2025Q1: 127,175 shares; 2025Q2: 117,930 shares; 2025Q3: 80,380 shares; 2025Q4: 75,553 shares; 2026Q1: 73,831 shares 73,831 $15.8M 0.55% -1,722 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: 10,685 shares; 2024Q4: 10,926 shares; 2025Q1: 13,426 shares; 2025Q2: 13,279 shares; 2025Q3: 15,359 shares; 2025Q4: 14,709 shares; 2026Q1: 15,624 shares 15,624 $15.6M 0.54% +915 Timeline SCHZ 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: 243,964 shares; 2024Q4: 358,746 shares; 2025Q1: 1,291,417 shares; 2025Q2: 708,480 shares; 2025Q3: 335,703 shares; 2025Q4: 628,347 shares; 2026Q1: 670,123 shares 670,123 $15.6M 0.54% +41,776 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: 12,543 shares; 2024Q4: 11,437 shares; 2025Q1: 30,472 shares; 2025Q2: 29,790 shares; 2025Q3: 24,792 shares; 2025Q4: 25,878 shares; 2026Q1: 25,508 shares 25,508 $15.2M 0.53% -370 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: 23,168 shares; 2024Q4: 24,874 shares; 2025Q1: 26,749 shares; 2025Q2: 23,978 shares; 2025Q3: 28,190 shares; 2025Q4: 28,708 shares; 2026Q1: 29,431 shares 29,431 $14.7M 0.51% +723 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: 39,823 shares; 2024Q4: 41,879 shares; 2025Q1: 60,580 shares; 2025Q2: 58,983 shares; 2025Q3: 54,988 shares; 2025Q4: 49,210 shares; 2026Q1: 48,140 shares 48,140 $14.6M 0.5% -1,070 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,911 shares; 2024Q4: 369,562 shares; 2025Q1: 488,406 shares; 2025Q2: 261,989 shares; 2025Q3: 200,683 shares; 2025Q4: 203,351 shares; 2026Q1: 277,035 shares 277,035 $14M 0.49% +73,684 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: 9,485 shares; 2024Q4: 7,480 shares; 2025Q1: 186,711 shares; 2025Q2: 178,622 shares; 2025Q3: 147,472 shares; 2025Q4: 142,671 shares; 2026Q1: 141,041 shares 141,041 $13.8M 0.48% -1,630 Timeline IEI 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: 25,080 shares; 2024Q4: 27,504 shares; 2025Q1: 30,989 shares; 2025Q2: 100,442 shares; 2025Q3: 91,161 shares; 2025Q4: 90,986 shares; 2026Q1: 111,002 shares 111,002 $13.2M 0.46% +20,016 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: 36,335 shares; 2024Q4: 43,050 shares; 2025Q1: 74,626 shares; 2025Q2: 79,754 shares; 2025Q3: 74,947 shares; 2025Q4: 76,169 shares; 2026Q1: 75,521 shares 75,521 $12.5M 0.43% -648 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: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 13,777 shares; 2025Q2: 104,787 shares; 2025Q3: 117,160 shares; 2025Q4: 127,527 shares; 2026Q1: 127,752 shares 127,752 $12.4M 0.43% +225 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: 87,276 shares; 2024Q4: 92,787 shares; 2025Q1: 94,902 shares; 2025Q2: 102,401 shares; 2025Q3: 118,013 shares; 2025Q4: 125,027 shares; 2026Q1: 128,789 shares 128,789 $12.1M 0.42% +3,762 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,013 shares; 2025Q1: 256,372 shares; 2025Q2: 243,055 shares; 2025Q3: 338,918 shares; 2025Q4: 324,901 shares; 2026Q1: 135,446 shares 135,446 $11.9M 0.41% -189,455 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: 29,893 shares; 2024Q4: 31,552 shares; 2025Q1: 41,040 shares; 2025Q2: 39,769 shares; 2025Q3: 58,582 shares; 2025Q4: 58,451 shares; 2026Q1: 56,784 shares 56,784 $11.7M 0.41% -1,667 Timeline EFAV 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: 4,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 429,124 shares; 2025Q3: 131,154 shares; 2025Q4: 127,374 shares; 2026Q1: 127,199 shares 127,199 $11.6M 0.4% -175 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: 60,651 shares; 2024Q4: 59,284 shares; 2025Q1: 98,529 shares; 2025Q2: 78,557 shares; 2025Q3: 78,495 shares; 2025Q4: 70,907 shares; 2026Q1: 66,872 shares 66,872 $11.3M 0.39% -4,035 Timeline BBUS 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: 40,045 shares; 2024Q4: 39,122 shares; 2025Q1: 41,927 shares; 2025Q2: 45,248 shares; 2025Q3: 87,039 shares; 2025Q4: 92,837 shares; 2026Q1: 95,947 shares 95,947 $11.2M 0.39% +3,110 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: 62,207 shares; 2024Q4: 66,942 shares; 2025Q1: 71,069 shares; 2025Q2: 80,703 shares; 2025Q3: 84,749 shares; 2025Q4: 81,977 shares; 2026Q1: 75,917 shares 75,917 $11M 0.38% -6,060 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,048 shares; 2026Q1: 174,149 shares 174,149 $10.9M 0.38% +84,101 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: 37,478 shares; 2024Q4: 31,577 shares; 2025Q1: 169,216 shares; 2025Q2: 165,104 shares; 2025Q3: 113,944 shares; 2025Q4: 118,930 shares; 2026Q1: 116,191 shares 116,191 $10.5M 0.36% -2,739 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: 46,613 shares; 2024Q4: 54,077 shares; 2025Q1: 112,893 shares; 2025Q2: 106,645 shares; 2025Q3: 132,216 shares; 2025Q4: 133,540 shares; 2026Q1: 134,742 shares 134,742 $10.5M 0.36% +1,202 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,170 shares; 2025Q1: 5,872 shares; 2025Q2: 99,361 shares; 2025Q3: 85,842 shares; 2025Q4: 79,625 shares; 2026Q1: 100,281 shares 100,281 $10.4M 0.36% +20,656 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: 6,870 shares; 2024Q4: 3,523 shares; 2025Q1: 149,898 shares; 2025Q2: 147,085 shares; 2025Q3: 109,177 shares; 2025Q4: 106,575 shares; 2026Q1: 105,902 shares 105,902 $10.3M 0.36% -673 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: 13,937 shares; 2024Q4: 14,479 shares; 2025Q1: 26,988 shares; 2025Q2: 26,871 shares; 2025Q3: 27,889 shares; 2025Q4: 27,806 shares; 2026Q1: 27,567 shares 27,567 $10.2M 0.35% -239 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: 28,625 shares; 2024Q4: 28,831 shares; 2025Q1: 29,530 shares; 2025Q2: 27,398 shares; 2025Q3: 30,192 shares; 2025Q4: 27,411 shares; 2026Q1: 28,872 shares 28,872 $9.5M 0.33% +1,461 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: 36,035 shares; 2024Q4: 38,186 shares; 2025Q1: 79,631 shares; 2025Q2: 70,997 shares; 2025Q3: 59,752 shares; 2025Q4: 60,520 shares; 2026Q1: 58,952 shares 58,952 $9.41M 0.33% -1,568 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: 8,025 shares; 2024Q4: 9,374 shares; 2025Q1: 15,177 shares; 2025Q2: 16,818 shares; 2025Q3: 17,331 shares; 2025Q4: 18,387 shares; 2026Q1: 19,143 shares 19,143 $9.19M 0.32% +756 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: 184,457 shares; 2024Q4: 175,907 shares; 2025Q1: 297,204 shares; 2025Q2: 283,787 shares; 2025Q3: 161,415 shares; 2025Q4: 145,511 shares; 2026Q1: 143,061 shares 143,061 $9.17M 0.32% -2,450 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: 47,960 shares; 2024Q4: 46,139 shares; 2025Q1: 102,768 shares; 2025Q2: 103,083 shares; 2025Q3: 108,477 shares; 2025Q4: 111,905 shares; 2026Q1: 104,388 shares 104,388 $9.04M 0.31% -7,517 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 8,118 shares; 2025Q1: 10,470 shares; 2025Q2: 12,773 shares; 2025Q3: 16,148 shares; 2025Q4: 24,027 shares; 2026Q1: 26,329 shares 26,329 $9M 0.31% +2,302 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: 20,057 shares; 2024Q4: 16,485 shares; 2025Q1: 25,336 shares; 2025Q2: 308,114 shares; 2025Q3: 111,812 shares; 2025Q4: 105,520 shares; 2026Q1: 96,445 shares 96,445 $8.94M 0.31% -9,075 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,781 shares; 2025Q4: 89,360 shares; 2026Q1: 383,878 shares 383,878 $8.82M 0.31% +294,518 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: 31,964 shares; 2024Q4: 25,642 shares; 2025Q1: 162,020 shares; 2025Q2: 163,360 shares; 2025Q3: 148,923 shares; 2025Q4: 134,924 shares; 2026Q1: 125,774 shares 125,774 $8.77M 0.3% -9,150 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: 16,673 shares; 2024Q4: 21,108 shares; 2025Q1: 32,308 shares; 2025Q2: 49,324 shares; 2025Q3: 61,250 shares; 2025Q4: 62,887 shares; 2026Q1: 62,184 shares 62,184 $8.67M 0.3% -703 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: 6,630 shares; 2024Q4: 7,060 shares; 2025Q1: 8,780 shares; 2025Q2: 9,533 shares; 2025Q3: 13,709 shares; 2025Q4: 14,323 shares; 2026Q1: 28,513 shares 28,513 $8.62M 0.3% +14,190 Timeline SSO PROSHARES TR More: the full row for PROSHARES 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: 84,676 shares; 2025Q4: 175,256 shares; 2026Q1: 164,783 shares 164,783 $8.55M 0.3% -10,473 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: 152,853 shares; 2024Q4: 154,102 shares; 2025Q1: 143,176 shares; 2025Q2: 152,926 shares; 2025Q3: 161,113 shares; 2025Q4: 149,468 shares; 2026Q1: 169,344 shares 169,344 $8.5M 0.29% +19,876 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: 33,826 shares; 2024Q4: 36,842 shares; 2025Q1: 37,151 shares; 2025Q2: 33,818 shares; 2025Q3: 39,209 shares; 2025Q4: 41,117 shares; 2026Q1: 41,963 shares 41,963 $8.32M 0.29% +846 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: 1,148 shares; 2024Q4: not reported; 2025Q1: 13,120 shares; 2025Q2: 33,128 shares; 2025Q3: 33,727 shares; 2025Q4: 32,180 shares; 2026Q1: 33,014 shares 33,014 $8.19M 0.28% +834 Timeline SHYG 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: 139,325 shares; 2024Q4: 141,889 shares; 2025Q1: 212,865 shares; 2025Q2: 156,133 shares; 2025Q3: 170,765 shares; 2025Q4: 186,242 shares; 2026Q1: 193,013 shares 193,013 $8.17M 0.28% +6,771 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,270 shares; 2025Q1: 2,335 shares; 2025Q2: 2,242 shares; 2025Q3: 1,535 shares; 2025Q4: 20,362 shares; 2026Q1: 22,374 shares 22,374 $8.14M 0.28% +2,012 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: 125,979 shares; 2024Q4: 154,289 shares; 2025Q1: 301,077 shares; 2025Q2: 310,547 shares; 2025Q3: 296,090 shares; 2025Q4: 274,823 shares; 2026Q1: 272,889 shares 272,889 $7.91M 0.27% -1,934 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: 5,009 shares; 2024Q4: 5,089 shares; 2025Q1: 6,860 shares; 2025Q2: 8,432 shares; 2025Q3: 7,409 shares; 2025Q4: 72,762 shares; 2026Q1: 81,781 shares 81,781 $7.86M 0.27% +9,019 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,245 shares; 2024Q4: 24,866 shares; 2025Q1: 28,169 shares; 2025Q2: 31,138 shares; 2025Q3: 32,102 shares; 2025Q4: 34,016 shares; 2026Q1: 35,359 shares 35,359 $7.46M 0.26% +1,343 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,686 shares; 2024Q4: 23,357 shares; 2025Q1: 26,316 shares; 2025Q2: 29,173 shares; 2025Q3: 29,987 shares; 2025Q4: 31,898 shares; 2026Q1: 27,876 shares 27,876 $7.39M 0.26% -4,022 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: 24,547 shares; 2024Q4: 25,936 shares; 2025Q1: 24,576 shares; 2025Q2: 21,621 shares; 2025Q3: 32,261 shares; 2025Q4: 33,285 shares; 2026Q1: 33,359 shares 33,359 $7.26M 0.25% +74 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: 9,746 shares; 2024Q4: 10,788 shares; 2025Q1: 15,013 shares; 2025Q2: 14,917 shares; 2025Q3: 13,832 shares; 2025Q4: 13,533 shares; 2026Q1: 14,316 shares 14,316 $7.1M 0.25% +783 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: 33,545 shares; 2024Q4: 36,505 shares; 2025Q1: 43,085 shares; 2025Q2: 48,426 shares; 2025Q3: 63,339 shares; 2025Q4: 65,860 shares; 2026Q1: 62,056 shares 62,056 $7.04M 0.24% -3,804 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: 76,030 shares; 2024Q4: 72,702 shares; 2025Q1: 82,461 shares; 2025Q2: 75,104 shares; 2025Q3: 88,849 shares; 2025Q4: 94,892 shares; 2026Q1: 92,175 shares 92,175 $7.01M 0.24% -2,717 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: 9,249 shares; 2024Q4: 7,222 shares; 2025Q1: 26,824 shares; 2025Q2: 26,139 shares; 2025Q3: 24,591 shares; 2025Q4: 24,321 shares; 2026Q1: 22,034 shares 22,034 $7.01M 0.24% -2,287 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: 42,837 shares; 2024Q4: 36,197 shares; 2025Q1: 31,804 shares; 2025Q2: 31,088 shares; 2025Q3: 42,508 shares; 2025Q4: 45,372 shares; 2026Q1: 44,459 shares 44,459 $6.9M 0.24% -913 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: 47,579 shares; 2024Q4: 47,043 shares; 2025Q1: 47,897 shares; 2025Q2: 25,172 shares; 2025Q3: 27,611 shares; 2025Q4: 27,422 shares; 2026Q1: 26,798 shares 26,798 $6.9M 0.24% -624 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: 3,446 shares; 2024Q4: 3,296 shares; 2025Q1: 17,976 shares; 2025Q2: 17,995 shares; 2025Q3: 10,420 shares; 2025Q4: 10,285 shares; 2026Q1: 10,555 shares 10,555 $6.86M 0.24% +270 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,410 shares; 2024Q4: 72,137 shares; 2025Q1: 67,982 shares; 2025Q2: 60,195 shares; 2025Q3: 89,984 shares; 2025Q4: 85,912 shares; 2026Q1: 85,479 shares 85,479 $6.8M 0.24% -433 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: 15,941 shares; 2024Q4: 15,831 shares; 2025Q1: 17,524 shares; 2025Q2: 16,439 shares; 2025Q3: 21,250 shares; 2025Q4: 21,641 shares; 2026Q1: 21,647 shares 21,647 $6.73M 0.23% +6 Timeline SYSB 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: 54,135 shares; 2026Q1: 72,794 shares 72,794 $6.48M 0.22% +18,659 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: 5,451 shares; 2024Q4: 5,818 shares; 2025Q1: 6,102 shares; 2025Q2: 11,358 shares; 2025Q3: 13,540 shares; 2025Q4: 14,247 shares; 2026Q1: 13,861 shares 13,861 $6.39M 0.22% -386 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,359 shares; 2025Q2: 126,250 shares; 2025Q3: 160,779 shares; 2025Q4: 168,492 shares; 2026Q1: 171,834 shares 171,834 $6.33M 0.22% +3,342 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: 5,116 shares; 2024Q4: 5,147 shares; 2025Q1: 14,039 shares; 2025Q2: 27,140 shares; 2025Q3: 16,706 shares; 2025Q4: 16,454 shares; 2026Q1: 18,672 shares 18,672 $6.31M 0.22% +2,218 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: 130,483 shares; 2024Q4: 148,969 shares; 2025Q1: 123,126 shares; 2025Q2: 106,561 shares; 2025Q3: 129,092 shares; 2025Q4: 132,044 shares; 2026Q1: 127,301 shares 127,301 $6.21M 0.21% -4,743 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: 84,904 shares; 2024Q4: 88,186 shares; 2025Q1: 135,656 shares; 2025Q2: 154,061 shares; 2025Q3: 111,220 shares; 2025Q4: 91,162 shares; 2026Q1: 92,922 shares 92,922 $6.13M 0.21% +1,760 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: 36,380 shares; 2024Q4: 37,101 shares; 2025Q1: 31,191 shares; 2025Q2: 34,151 shares; 2025Q3: 35,693 shares; 2025Q4: 29,159 shares; 2026Q1: 29,178 shares 29,178 $6.13M 0.21% +19 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: 13,150 shares; 2024Q4: 11,907 shares; 2025Q1: 18,494 shares; 2025Q2: 24,317 shares; 2025Q3: 34,914 shares; 2025Q4: 31,383 shares; 2026Q1: 30,058 shares 30,058 $6.11M 0.21% -1,325 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,908 shares; 2025Q1: 4,851 shares; 2025Q2: 4,061 shares; 2025Q3: 6,067 shares; 2025Q4: 6,633 shares; 2026Q1: 6,965 shares 6,965 $6.08M 0.21% +332 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,149 shares; 2026Q1: 71,482 shares 71,482 $6.04M 0.21% +40,333 Timeline JIRE 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: 12,697 shares; 2024Q4: 12,399 shares; 2025Q1: 12,133 shares; 2025Q2: 13,500 shares; 2025Q3: 23,842 shares; 2025Q4: 22,754 shares; 2026Q1: 79,490 shares 79,490 $6.02M 0.21% +56,736 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: 68,615 shares; 2024Q4: 66,094 shares; 2025Q1: 69,794 shares; 2025Q2: 64,735 shares; 2025Q3: 34,873 shares; 2025Q4: 31,040 shares; 2026Q1: 30,656 shares 30,656 $6.01M 0.21% -384 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: 66,367 shares; 2024Q4: 60,261 shares; 2025Q1: 172,035 shares; 2025Q2: 166,852 shares; 2025Q3: 119,045 shares; 2025Q4: 112,640 shares; 2026Q1: 110,067 shares 110,067 $5.95M 0.21% -2,573 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: 2,915 shares; 2024Q4: 2,972 shares; 2025Q1: 4,099 shares; 2025Q2: 9,249 shares; 2025Q3: 6,979 shares; 2025Q4: 7,235 shares; 2026Q1: 6,765 shares 6,765 $5.85M 0.2% -470 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: 27,672 shares; 2024Q4: 26,518 shares; 2025Q1: 28,126 shares; 2025Q2: 28,291 shares; 2025Q3: 32,934 shares; 2025Q4: 32,956 shares; 2026Q1: 33,336 shares 33,336 $5.64M 0.2% +380 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: 2,451 shares; 2024Q4: 2,359 shares; 2025Q1: 3,389 shares; 2025Q2: 3,110 shares; 2025Q3: 3,659 shares; 2025Q4: 3,780 shares; 2026Q1: 3,822 shares 3,822 $5.63M 0.19% +42 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: 14,671 shares; 2024Q4: 19,163 shares; 2025Q1: 39,893 shares; 2025Q2: 33,763 shares; 2025Q3: 30,862 shares; 2025Q4: 30,898 shares; 2026Q1: 29,008 shares 29,008 $5.6M 0.19% -1,890 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,178 shares; 2024Q4: 7,327 shares; 2025Q1: 109,486 shares; 2025Q2: 118,893 shares; 2025Q3: 124,782 shares; 2025Q4: 120,992 shares; 2026Q1: 111,148 shares 111,148 $5.55M 0.19% -9,844 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: 8,096 shares; 2024Q4: 7,397 shares; 2025Q1: 8,851 shares; 2025Q2: 7,844 shares; 2025Q3: 10,963 shares; 2025Q4: 11,576 shares; 2026Q1: 11,221 shares 11,221 $5.52M 0.19% -355 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,113 shares; 2024Q4: 12,265 shares; 2025Q1: 94,549 shares; 2025Q2: 82,208 shares; 2025Q3: 79,717 shares; 2025Q4: 76,636 shares; 2026Q1: 72,159 shares 72,159 $5.31M 0.18% -4,477 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: 62,712 shares; 2024Q4: 69,637 shares; 2025Q1: 102,350 shares; 2025Q2: 93,343 shares; 2025Q3: 164,124 shares; 2025Q4: 197,114 shares; 2026Q1: 184,580 shares 184,580 $5.18M 0.18% -12,534 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,629 shares; 2025Q2: 53,748 shares; 2025Q3: 55,629 shares; 2025Q4: 59,138 shares; 2026Q1: 61,525 shares 61,525 $5.09M 0.18% +2,387 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: 18,111 shares; 2024Q4: 19,555 shares; 2025Q1: 17,806 shares; 2025Q2: 14,392 shares; 2025Q3: 18,217 shares; 2025Q4: 18,815 shares; 2026Q1: 17,692 shares 17,692 $5.02M 0.17% -1,123 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: 62,661 shares; 2024Q4: 64,293 shares; 2025Q1: 68,980 shares; 2025Q2: 68,769 shares; 2025Q3: 92,283 shares; 2025Q4: 91,139 shares; 2026Q1: 82,563 shares 82,563 $4.95M 0.17% -8,576 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: 2,016 shares; 2024Q4: 2,144 shares; 2025Q1: 2,645 shares; 2025Q2: 50,819 shares; 2025Q3: 54,241 shares; 2025Q4: 54,039 shares; 2026Q1: 52,939 shares 52,939 $4.89M 0.17% -1,100 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: 12,666 shares; 2024Q4: 12,600 shares; 2025Q1: 13,210 shares; 2025Q2: 13,492 shares; 2025Q3: 12,744 shares; 2025Q4: 12,422 shares; 2026Q1: 11,642 shares 11,642 $4.85M 0.17% -780 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: 24,710 shares; 2024Q4: 25,251 shares; 2025Q1: 35,846 shares; 2025Q2: 74,611 shares; 2025Q3: 95,914 shares; 2025Q4: 99,914 shares; 2026Q1: 102,828 shares 102,828 $4.77M 0.17% +2,914 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: 1,751 shares; 2024Q4: 2,154 shares; 2025Q1: 3,961 shares; 2025Q2: 3,256 shares; 2025Q3: 5,759 shares; 2025Q4: 5,976 shares; 2026Q1: 5,607 shares 5,607 $4.74M 0.16% -369 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,117 shares; 2024Q4: 184,721 shares; 2025Q1: 202,262 shares; 2025Q2: 106,255 shares; 2025Q3: 99,909 shares; 2025Q4: 95,067 shares; 2026Q1: 94,144 shares 94,144 $4.74M 0.16% -923 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: 13,273 shares; 2024Q4: 15,133 shares; 2025Q1: 15,726 shares; 2025Q2: 13,659 shares; 2025Q3: 15,029 shares; 2025Q4: 16,987 shares; 2026Q1: 19,473 shares 19,473 $4.72M 0.16% +2,486 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: 33,264 shares; 2024Q4: 28,465 shares; 2025Q1: 26,514 shares; 2025Q2: 24,051 shares; 2025Q3: 13,428 shares; 2025Q4: 11,162 shares; 2026Q1: 10,799 shares 10,799 $4.72M 0.16% -363 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: 20,077 shares; 2024Q4: 21,659 shares; 2025Q1: 17,876 shares; 2025Q2: 19,574 shares; 2025Q3: 26,726 shares; 2025Q4: 27,166 shares; 2026Q1: 25,548 shares 25,548 $4.66M 0.16% -1,618 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: 14,315 shares; 2024Q4: 15,525 shares; 2025Q1: 32,607 shares; 2025Q2: 35,444 shares; 2025Q3: 36,178 shares; 2025Q4: 37,172 shares; 2026Q1: 31,441 shares 31,441 $4.63M 0.16% -5,731 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: 26,186 shares; 2025Q2: 22,041 shares; 2025Q3: 21,785 shares; 2025Q4: 24,081 shares; 2026Q1: 23,065 shares 23,065 $4.56M 0.16% -1,016 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: 21,746 shares; 2024Q4: 21,805 shares; 2025Q1: 26,535 shares; 2025Q2: 15,950 shares; 2025Q3: 21,913 shares; 2025Q4: 21,857 shares; 2026Q1: 16,805 shares 16,805 $4.55M 0.16% -5,052 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: 1,138 shares; 2024Q4: 1,639 shares; 2025Q1: 4,467 shares; 2025Q2: 3,260 shares; 2025Q3: 6,136 shares; 2025Q4: 7,438 shares; 2026Q1: 6,363 shares 6,363 $4.51M 0.16% -1,075 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: 45,931 shares; 2024Q4: 43,010 shares; 2025Q1: 54,516 shares; 2025Q2: 16,467 shares; 2025Q3: 35,310 shares; 2025Q4: 37,629 shares; 2026Q1: 37,190 shares 37,190 $4.47M 0.15% -439 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: 13,822 shares; 2024Q4: 16,969 shares; 2025Q1: 21,833 shares; 2025Q2: 22,413 shares; 2025Q3: 12,854 shares; 2025Q4: 13,891 shares; 2026Q1: 15,087 shares 15,087 $4.46M 0.15% +1,196 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: 13,079 shares; 2024Q4: 14,808 shares; 2025Q1: 16,998 shares; 2025Q2: 15,373 shares; 2025Q3: 19,670 shares; 2025Q4: 19,109 shares; 2026Q1: 18,260 shares 18,260 $4.43M 0.15% -849 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: 2,112 shares; 2024Q4: 1,854 shares; 2025Q1: 14,903 shares; 2025Q2: 14,767 shares; 2025Q3: 14,649 shares; 2025Q4: 15,660 shares; 2026Q1: 15,344 shares 15,344 $4.41M 0.15% -316 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: not reported; 2025Q1: 12,422 shares; 2025Q2: 11,835 shares; 2025Q3: 21,883 shares; 2025Q4: 23,368 shares; 2026Q1: 20,566 shares 20,566 $4.39M 0.15% -2,802 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 24,314 shares; 2026Q1: 28,571 shares 28,571 $4.39M 0.15% +4,257 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: 7,490 shares; 2024Q4: 7,534 shares; 2025Q1: 14,298 shares; 2025Q2: 15,417 shares; 2025Q3: 16,419 shares; 2025Q4: 16,988 shares; 2026Q1: 18,894 shares 18,894 $4.34M 0.15% +1,906 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: 2,804 shares; 2024Q4: 2,753 shares; 2025Q1: 5,805 shares; 2025Q2: 4,964 shares; 2025Q3: 13,915 shares; 2025Q4: 14,853 shares; 2026Q1: 12,759 shares 12,759 $4.31M 0.15% -2,094 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: 27,787 shares; 2024Q4: 27,889 shares; 2025Q1: 30,655 shares; 2025Q2: 31,183 shares; 2025Q3: 31,809 shares; 2025Q4: 30,579 shares; 2026Q1: 32,681 shares 32,681 $4.28M 0.15% +2,102 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: 16,769 shares; 2024Q4: 17,693 shares; 2025Q1: 24,372 shares; 2025Q2: 23,511 shares; 2025Q3: 34,833 shares; 2025Q4: 30,328 shares; 2026Q1: 29,476 shares 29,476 $4.26M 0.15% -852 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 4,083 shares; 2025Q1: 5,734 shares; 2025Q2: 5,809 shares; 2025Q3: 13,038 shares; 2025Q4: 13,113 shares; 2026Q1: 12,951 shares 12,951 $4.26M 0.15% -162 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: 108,432 shares; 2024Q4: 87,937 shares; 2025Q1: 82,546 shares; 2025Q2: 89,875 shares; 2025Q3: 292,317 shares; 2025Q4: 358,511 shares; 2026Q1: 362,854 shares 362,854 $4.19M 0.14% +4,343 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: 13,257 shares; 2024Q4: 12,790 shares; 2025Q1: 18,578 shares; 2025Q2: 18,434 shares; 2025Q3: 20,820 shares; 2025Q4: 20,170 shares; 2026Q1: 19,112 shares 19,112 $4.15M 0.14% -1,058 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: 8,357 shares; 2024Q4: 8,480 shares; 2025Q1: 8,489 shares; 2025Q2: 9,510 shares; 2025Q3: 7,866 shares; 2025Q4: 7,028 shares; 2026Q1: 6,635 shares 6,635 $4.01M 0.14% -393 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: 23,032 shares; 2024Q4: 23,193 shares; 2025Q1: 24,194 shares; 2025Q2: 16,312 shares; 2025Q3: 22,290 shares; 2025Q4: 22,167 shares; 2026Q1: 21,615 shares 21,615 $3.98M 0.14% -552 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,561 shares; 2024Q4: 54,256 shares; 2025Q1: 69,835 shares; 2025Q2: 71,104 shares; 2025Q3: 78,819 shares; 2025Q4: 73,796 shares; 2026Q1: 74,896 shares 74,896 $3.94M 0.14% +1,100 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: not reported; 2024Q4: 2,621 shares; 2025Q1: 6,097 shares; 2025Q2: 7,840 shares; 2025Q3: 15,915 shares; 2025Q4: 18,521 shares; 2026Q1: 19,694 shares 19,694 $3.92M 0.14% +1,173 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,784 shares; 2024Q4: 43,807 shares; 2025Q1: 43,899 shares; 2025Q2: 27,789 shares; 2025Q3: 30,176 shares; 2025Q4: 28,077 shares; 2026Q1: 26,883 shares 26,883 $3.92M 0.14% -1,194 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: 12,684 shares; 2024Q4: 12,652 shares; 2025Q1: 11,018 shares; 2025Q2: 7,907 shares; 2025Q3: 13,728 shares; 2025Q4: 14,312 shares; 2026Q1: 11,443 shares 11,443 $3.91M 0.14% -2,869 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: 22,173 shares; 2024Q4: 17,446 shares; 2025Q1: 57,192 shares; 2025Q2: 49,780 shares; 2025Q3: 44,314 shares; 2025Q4: 42,743 shares; 2026Q1: 34,837 shares 34,837 $3.88M 0.13% -7,906 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: 45,218 shares; 2024Q4: 45,171 shares; 2025Q1: 158,880 shares; 2025Q2: 144,290 shares; 2025Q3: 22,563 shares; 2025Q4: 21,618 shares; 2026Q1: 20,941 shares 20,941 $3.8M 0.13% -677 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: 9,382 shares; 2024Q4: 14,932 shares; 2025Q1: 14,429 shares; 2025Q2: 11,841 shares; 2025Q3: 16,129 shares; 2025Q4: 20,457 shares; 2026Q1: 19,116 shares 19,116 $3.79M 0.13% -1,341 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: 51,354 shares; 2024Q4: 53,652 shares; 2025Q1: 53,618 shares; 2025Q2: 52,954 shares; 2025Q3: 56,213 shares; 2025Q4: 55,042 shares; 2026Q1: 40,365 shares 40,365 $3.75M 0.13% -14,677 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: 9,472 shares; 2024Q4: 6,918 shares; 2025Q1: 11,533 shares; 2025Q2: 10,950 shares; 2025Q3: 10,416 shares; 2025Q4: 10,219 shares; 2026Q1: 10,431 shares 10,431 $3.72M 0.13% +212 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,527 shares; 2025Q1: 15,795 shares; 2025Q2: 17,380 shares; 2025Q3: 51,134 shares; 2025Q4: 59,643 shares; 2026Q1: 68,709 shares 68,709 $3.69M 0.13% +9,066 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: not reported; 2025Q1: 9,464 shares; 2025Q2: 8,717 shares; 2025Q3: 20,849 shares; 2025Q4: 21,510 shares; 2026Q1: 25,053 shares 25,053 $3.66M 0.13% +3,543 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: 16,002 shares; 2024Q4: 16,187 shares; 2025Q1: 16,039 shares; 2025Q2: 14,662 shares; 2025Q3: 23,355 shares; 2025Q4: 22,376 shares; 2026Q1: 19,618 shares 19,618 $3.66M 0.13% -2,758 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: 55,046 shares; 2024Q4: 55,381 shares; 2025Q1: 62,322 shares; 2025Q2: 62,231 shares; 2025Q3: 64,748 shares; 2025Q4: 67,034 shares; 2026Q1: 69,654 shares 69,654 $3.62M 0.13% +2,620 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: 52,035 shares; 2024Q4: 56,228 shares; 2025Q1: 43,029 shares; 2025Q2: 32,269 shares; 2025Q3: 47,657 shares; 2025Q4: 46,915 shares; 2026Q1: 45,447 shares 45,447 $3.62M 0.13% -1,468 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: 5,979 shares; 2024Q4: 4,740 shares; 2025Q1: 7,022 shares; 2025Q2: 8,731 shares; 2025Q3: 11,484 shares; 2025Q4: 11,156 shares; 2026Q1: 11,223 shares 11,223 $3.6M 0.12% +67 Timeline EWC 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: 7,304 shares; 2024Q4: 6,380 shares; 2025Q1: 6,122 shares; 2025Q2: 5,451 shares; 2025Q3: 6,296 shares; 2025Q4: 32,205 shares; 2026Q1: 65,676 shares 65,676 $3.6M 0.12% +33,471 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: 24,952 shares; 2024Q4: 23,932 shares; 2025Q1: 28,078 shares; 2025Q2: 28,465 shares; 2025Q3: 28,810 shares; 2025Q4: 27,475 shares; 2026Q1: 27,446 shares 27,446 $3.59M 0.12% -29 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,888 shares; 2024Q4: 10,727 shares; 2025Q1: 15,857 shares; 2025Q2: 18,988 shares; 2025Q3: 36,538 shares; 2025Q4: 39,185 shares; 2026Q1: 42,424 shares 42,424 $3.59M 0.12% +3,239 Timeline JAVA 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: 14,030 shares; 2024Q4: 14,678 shares; 2025Q1: 20,492 shares; 2025Q2: 21,450 shares; 2025Q3: 47,740 shares; 2025Q4: 51,131 shares; 2026Q1: 49,921 shares 49,921 $3.58M 0.12% -1,210 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: 8,783 shares; 2024Q4: 8,808 shares; 2025Q1: 9,607 shares; 2025Q2: 10,086 shares; 2025Q3: 9,419 shares; 2025Q4: 7,896 shares; 2026Q1: 7,429 shares 7,429 $3.52M 0.12% -467 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: 72,556 shares; 2024Q4: 72,772 shares; 2025Q1: 80,481 shares; 2025Q2: 79,398 shares; 2025Q3: 66,464 shares; 2025Q4: 57,729 shares; 2026Q1: 47,577 shares 47,577 $3.46M 0.12% -10,152 Timeline SHV 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: 14,995 shares; 2024Q4: 17,010 shares; 2025Q1: 23,444 shares; 2025Q2: 29,388 shares; 2025Q3: 31,288 shares; 2025Q4: 30,418 shares; 2026Q1: 31,273 shares 31,273 $3.45M 0.12% +855 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: 30,246 shares; 2024Q4: 25,093 shares; 2025Q1: 14,822 shares; 2025Q2: 12,632 shares; 2025Q3: 31,598 shares; 2025Q4: 30,007 shares; 2026Q1: 26,081 shares 26,081 $3.44M 0.12% -3,926 Timeline EMB 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: 51,617 shares; 2024Q4: 54,400 shares; 2025Q1: 94,846 shares; 2025Q2: 93,487 shares; 2025Q3: 106,768 shares; 2025Q4: 114,391 shares; 2026Q1: 35,129 shares 35,129 $3.3M 0.11% -79,262 Timeline EPP 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: 24,237 shares; 2026Q1: 61,947 shares 61,947 $3.29M 0.11% +37,710 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: 14,457 shares; 2024Q4: 16,390 shares; 2025Q1: 21,317 shares; 2025Q2: 25,512 shares; 2025Q3: 30,415 shares; 2025Q4: 36,321 shares; 2026Q1: 38,328 shares 38,328 $3.27M 0.11% +2,007 Timeline EWU 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: 30,831 shares; 2026Q1: 71,696 shares 71,696 $3.27M 0.11% +40,865 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: 9,568 shares; 2024Q4: 9,493 shares; 2025Q1: 9,606 shares; 2025Q2: 9,652 shares; 2025Q3: 7,723 shares; 2025Q4: 5,704 shares; 2026Q1: 5,920 shares 5,920 $3.25M 0.11% +216 Timeline JCPB 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: 9,981 shares; 2024Q4: 10,419 shares; 2025Q1: 11,430 shares; 2025Q2: 13,289 shares; 2025Q3: 55,842 shares; 2025Q4: 58,343 shares; 2026Q1: 68,757 shares 68,757 $3.24M 0.11% +10,414 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: 15,138 shares; 2024Q4: 7,721 shares; 2025Q1: 21,314 shares; 2025Q2: 4,547 shares; 2025Q3: 9,011 shares; 2025Q4: 11,203 shares; 2026Q1: 10,122 shares 10,122 $3.22M 0.11% -1,081 Timeline TWFG TWFG INC More: the full row for TWFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,996 shares; 2025Q1: 43,883 shares; 2025Q2: 48,547 shares; 2025Q3: 90,402 shares; 2025Q4: 102,402 shares; 2026Q1: 174,442 shares 174,442 $3.21M 0.11% +72,040 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: 4,169 shares; 2024Q4: 4,322 shares; 2025Q1: 6,394 shares; 2025Q2: 6,658 shares; 2025Q3: 11,958 shares; 2025Q4: 14,239 shares; 2026Q1: 13,340 shares 13,340 $3.15M 0.11% -899 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: 4,656 shares; 2024Q4: 4,139 shares; 2025Q1: 4,692 shares; 2025Q2: 4,417 shares; 2025Q3: 4,606 shares; 2025Q4: 4,611 shares; 2026Q1: 4,505 shares 4,505 $3.14M 0.11% -106 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: 8,003 shares; 2024Q4: 8,311 shares; 2025Q1: 10,790 shares; 2025Q2: 10,728 shares; 2025Q3: 13,339 shares; 2025Q4: 12,493 shares; 2026Q1: 14,938 shares 14,938 $3.11M 0.11% +2,445 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: 12,527 shares; 2024Q4: 12,343 shares; 2025Q1: 20,013 shares; 2025Q2: 20,637 shares; 2025Q3: 27,126 shares; 2025Q4: 30,536 shares; 2026Q1: 34,458 shares 34,458 $3.09M 0.11% +3,922 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,626 shares; 2024Q4: 15,813 shares; 2025Q1: 17,698 shares; 2025Q2: 19,000 shares; 2025Q3: 29,532 shares; 2025Q4: 28,773 shares; 2026Q1: 26,554 shares 26,554 $3.07M 0.11% -2,219 Timeline SHM 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: 15,528 shares; 2024Q4: 27,197 shares; 2025Q1: 69,273 shares; 2025Q2: 60,310 shares; 2025Q3: 71,292 shares; 2025Q4: 72,402 shares; 2026Q1: 63,714 shares 63,714 $3.05M 0.11% -8,688 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: 18,156 shares; 2024Q4: 18,812 shares; 2025Q1: 32,279 shares; 2025Q2: 31,278 shares; 2025Q3: 30,202 shares; 2025Q4: 30,087 shares; 2026Q1: 29,297 shares 29,297 $3.01M 0.1% -790 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: not reported; 2024Q4: not reported; 2025Q1: 4,528 shares; 2025Q2: 8,374 shares; 2025Q3: 5,767 shares; 2025Q4: 6,226 shares; 2026Q1: 7,657 shares 7,657 $2.99M 0.1% +1,431 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: 1,906 shares; 2024Q4: 2,035 shares; 2025Q1: 2,045 shares; 2025Q2: 1,602 shares; 2025Q3: 3,175 shares; 2025Q4: 16,043 shares; 2026Q1: 28,268 shares 28,268 $2.96M 0.1% +12,225 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: 5,168 shares; 2024Q4: 5,085 shares; 2025Q1: 5,777 shares; 2025Q2: 6,116 shares; 2025Q3: 6,805 shares; 2025Q4: 8,521 shares; 2026Q1: 11,097 shares 11,097 $2.95M 0.1% +2,576 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: 35,182 shares; 2024Q4: 30,763 shares; 2025Q1: 33,920 shares; 2025Q2: 35,284 shares; 2025Q3: 39,376 shares; 2025Q4: 46,164 shares; 2026Q1: 47,714 shares 47,714 $2.95M 0.1% +1,550 Timeline BBAG 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: 18,090 shares; 2024Q4: 9,142 shares; 2025Q1: 11,526 shares; 2025Q2: 13,399 shares; 2025Q3: 53,450 shares; 2025Q4: 56,708 shares; 2026Q1: 63,020 shares 63,020 $2.91M 0.1% +6,312 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: 8,369 shares; 2024Q4: 9,550 shares; 2025Q1: 17,616 shares; 2025Q2: 16,354 shares; 2025Q3: 17,368 shares; 2025Q4: 18,107 shares; 2026Q1: 14,285 shares 14,285 $2.9M 0.1% -3,822 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: 21,702 shares; 2024Q4: 22,439 shares; 2025Q1: 28,029 shares; 2025Q2: 29,377 shares; 2025Q3: 43,098 shares; 2025Q4: 45,120 shares; 2026Q1: 40,191 shares 40,191 $2.89M 0.1% -4,929 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: 8,448 shares; 2024Q4: 8,522 shares; 2025Q1: 12,410 shares; 2025Q2: 12,708 shares; 2025Q3: 19,999 shares; 2025Q4: 24,134 shares; 2026Q1: 24,826 shares 24,826 $2.85M 0.1% +692 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: 58,171 shares; 2024Q4: 68,002 shares; 2025Q1: 15,256 shares; 2025Q2: 10,983 shares; 2025Q3: 22,563 shares; 2025Q4: 24,285 shares; 2026Q1: 22,587 shares 22,587 $2.85M 0.1% -1,698 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: 3,501 shares; 2024Q4: 3,697 shares; 2025Q1: 4,477 shares; 2025Q2: 4,507 shares; 2025Q3: 4,514 shares; 2025Q4: 3,604 shares; 2026Q1: 3,169 shares 3,169 $2.84M 0.1% -435 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 8,466 shares; 2025Q1: 9,454 shares; 2025Q2: 10,447 shares; 2025Q3: 10,734 shares; 2025Q4: 11,465 shares; 2026Q1: 11,991 shares 11,991 $2.8M 0.1% +526 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: 11,512 shares; 2024Q4: 11,448 shares; 2025Q1: 14,939 shares; 2025Q2: 6,591 shares; 2025Q3: 9,894 shares; 2025Q4: 9,412 shares; 2026Q1: 7,925 shares 7,925 $2.79M 0.1% -1,487 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 5,537 shares; 2025Q1: 29,591 shares; 2025Q2: 31,179 shares; 2025Q3: 32,185 shares; 2025Q4: 33,868 shares; 2026Q1: 33,830 shares 33,830 $2.79M 0.1% -38 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,386 shares; 2025Q3: 20,798 shares; 2025Q4: 34,229 shares; 2026Q1: 37,865 shares 37,865 $2.77M 0.1% +3,636 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: 18,003 shares; 2024Q4: 16,531 shares; 2025Q1: 16,131 shares; 2025Q2: 16,107 shares; 2025Q3: 19,395 shares; 2025Q4: 19,822 shares; 2026Q1: 20,440 shares 20,440 $2.76M 0.1% +618 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: 8,098 shares; 2024Q4: 8,032 shares; 2025Q1: 8,184 shares; 2025Q2: 8,136 shares; 2025Q3: 21,369 shares; 2025Q4: 21,335 shares; 2026Q1: 18,991 shares 18,991 $2.75M 0.1% -2,344 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: 9,155 shares; 2024Q4: 9,987 shares; 2025Q1: 7,410 shares; 2025Q2: 9,067 shares; 2025Q3: 8,788 shares; 2025Q4: 11,785 shares; 2026Q1: 12,389 shares 12,389 $2.68M 0.09% +604 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: 1,218 shares; 2024Q4: 2,496 shares; 2025Q1: 4,105 shares; 2025Q2: 4,704 shares; 2025Q3: 15,569 shares; 2025Q4: 16,714 shares; 2026Q1: 16,627 shares 16,627 $2.67M 0.09% -87 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,843 shares; 2024Q4: 16,427 shares; 2025Q1: 21,127 shares; 2025Q2: 20,150 shares; 2025Q3: 18,646 shares; 2025Q4: 14,661 shares; 2026Q1: 15,302 shares 15,302 $2.65M 0.09% +641 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: 4,550 shares; 2024Q4: 4,449 shares; 2025Q1: 5,032 shares; 2025Q2: 1,951 shares; 2025Q3: 2,121 shares; 2025Q4: 1,975 shares; 2026Q1: 1,996 shares 1,996 $2.64M 0.09% +21 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: 11,470 shares; 2024Q4: 11,947 shares; 2025Q1: 11,732 shares; 2025Q2: 8,950 shares; 2025Q3: 7,523 shares; 2025Q4: 7,785 shares; 2026Q1: 6,636 shares 6,636 $2.6M 0.09% -1,149 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: 7,813 shares; 2025Q2: 13,657 shares; 2025Q3: 17,197 shares; 2025Q4: 23,575 shares; 2026Q1: 23,813 shares 23,813 $2.58M 0.09% +238 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 3,129 shares; 2025Q1: 9,938 shares; 2025Q2: 10,381 shares; 2025Q3: 18,380 shares; 2025Q4: 17,974 shares; 2026Q1: 15,591 shares 15,591 $2.57M 0.09% -2,383 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: 5,049 shares; 2024Q4: 5,351 shares; 2025Q1: 2,823 shares; 2025Q2: 4,281 shares; 2025Q3: 6,880 shares; 2025Q4: 7,423 shares; 2026Q1: 7,145 shares 7,145 $2.56M 0.09% -278 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: 64,227 shares; 2024Q4: 63,544 shares; 2025Q1: 84,269 shares; 2025Q2: 43,462 shares; 2025Q3: 54,388 shares; 2025Q4: 62,576 shares; 2026Q1: 55,979 shares 55,979 $2.56M 0.09% -6,597 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,990 shares; 2025Q1: 4,315 shares; 2025Q2: 4,848 shares; 2025Q3: 5,675 shares; 2025Q4: 6,298 shares; 2026Q1: 7,100 shares 7,100 $2.55M 0.09% +802 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: 2,594 shares; 2025Q4: 6,095 shares; 2026Q1: 9,300 shares 9,300 $2.52M 0.09% +3,205 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: not reported; 2024Q4: not reported; 2025Q1: 23,181 shares; 2025Q2: 35,150 shares; 2025Q3: 21,573 shares; 2025Q4: 25,226 shares; 2026Q1: 25,374 shares 25,374 $2.5M 0.09% +148 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,569 shares; 2024Q4: 67,000 shares; 2025Q1: 92,443 shares; 2025Q2: 98,197 shares; 2025Q3: 75,808 shares; 2025Q4: 76,975 shares; 2026Q1: 66,108 shares 66,108 $2.46M 0.09% -10,867 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,022 shares; 2025Q1: 1,007 shares; 2025Q2: 996 shares; 2025Q3: 8,484 shares; 2025Q4: 7,964 shares; 2026Q1: 6,679 shares 6,679 $2.45M 0.08% -1,285 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: 9,665 shares; 2024Q4: 10,574 shares; 2025Q1: 7,040 shares; 2025Q2: 6,766 shares; 2025Q3: 18,532 shares; 2025Q4: 20,624 shares; 2026Q1: 18,925 shares 18,925 $2.44M 0.08% -1,699 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 3,950 shares; 2025Q1: 5,213 shares; 2025Q2: 5,372 shares; 2025Q3: 8,280 shares; 2025Q4: 8,291 shares; 2026Q1: 8,480 shares 8,480 $2.43M 0.08% +189 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: 31,706 shares; 2024Q4: 39,292 shares; 2025Q1: 12,667 shares; 2025Q2: 12,771 shares; 2025Q3: 35,128 shares; 2025Q4: 39,447 shares; 2026Q1: 32,574 shares 32,574 $2.43M 0.08% -6,873 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,865 shares; 2024Q4: 39,823 shares; 2025Q1: 93,840 shares; 2025Q2: 84,993 shares; 2025Q3: 43,147 shares; 2025Q4: 44,569 shares; 2026Q1: 47,860 shares 47,860 $2.42M 0.08% +3,291 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: 17,786 shares; 2024Q4: 17,347 shares; 2025Q1: 16,954 shares; 2025Q2: 16,808 shares; 2025Q3: 16,279 shares; 2025Q4: 16,341 shares; 2026Q1: 16,334 shares 16,334 $2.42M 0.08% -7 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: 16,189 shares; 2024Q4: 12,081 shares; 2025Q1: 22,018 shares; 2025Q2: 18,172 shares; 2025Q3: 17,481 shares; 2025Q4: 19,699 shares; 2026Q1: 19,459 shares 19,459 $2.42M 0.08% -240 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,860 shares; 2024Q4: 38,973 shares; 2025Q1: 39,814 shares; 2025Q2: 40,129 shares; 2025Q3: 34,729 shares; 2025Q4: 27,522 shares; 2026Q1: 21,329 shares 21,329 $2.4M 0.08% -6,193 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: 4,302 shares; 2024Q4: 4,419 shares; 2025Q1: 5,168 shares; 2025Q2: 5,860 shares; 2025Q3: 4,483 shares; 2025Q4: 3,811 shares; 2026Q1: 3,483 shares 3,483 $2.38M 0.08% -328 Timeline ICVT 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: 7,281 shares; 2024Q4: 11,750 shares; 2025Q1: 31,411 shares; 2025Q2: 20,604 shares; 2025Q3: 24,502 shares; 2025Q4: 30,816 shares; 2026Q1: 23,348 shares 23,348 $2.38M 0.08% -7,468 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,827 shares; 2025Q4: 10,397 shares; 2026Q1: 12,008 shares 12,008 $2.38M 0.08% +1,611 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: 1,691 shares; 2024Q4: 1,378 shares; 2025Q1: 2,168 shares; 2025Q2: 2,301 shares; 2025Q3: 4,243 shares; 2025Q4: 4,184 shares; 2026Q1: 4,214 shares 4,214 $2.37M 0.08% +30 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: 14,906 shares; 2024Q4: 5,603 shares; 2025Q1: 6,705 shares; 2025Q2: 6,167 shares; 2025Q3: 15,607 shares; 2025Q4: 16,779 shares; 2026Q1: 17,797 shares 17,797 $2.35M 0.08% +1,018 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,492 shares; 2024Q4: 32,885 shares; 2025Q1: 49,303 shares; 2025Q2: 47,134 shares; 2025Q3: 38,239 shares; 2025Q4: 33,418 shares; 2026Q1: 10,889 shares 10,889 $2.33M 0.08% -22,529 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: 32,242 shares; 2024Q4: 44,469 shares; 2025Q1: 53,190 shares; 2025Q2: 53,506 shares; 2025Q3: 15,656 shares; 2025Q4: 20,575 shares; 2026Q1: 38,067 shares 38,067 $2.31M 0.08% +17,492 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: not reported; 2024Q4: not reported; 2025Q1: 9,537 shares; 2025Q2: not reported; 2025Q3: 42,769 shares; 2025Q4: 48,794 shares; 2026Q1: 51,048 shares 51,048 $2.25M 0.08% +2,254 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: 4,801 shares; 2024Q4: 5,252 shares; 2025Q1: 6,549 shares; 2025Q2: 6,959 shares; 2025Q3: 7,282 shares; 2025Q4: 7,590 shares; 2026Q1: 7,717 shares 7,717 $2.25M 0.08% +127 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: 7,753 shares; 2024Q4: 9,008 shares; 2025Q1: 5,847 shares; 2025Q2: 4,794 shares; 2025Q3: 5,289 shares; 2025Q4: 5,737 shares; 2026Q1: 6,556 shares 6,556 $2.25M 0.08% +819 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: 2,955 shares; 2024Q4: 2,555 shares; 2025Q1: 4,540 shares; 2025Q2: 5,760 shares; 2025Q3: 5,724 shares; 2025Q4: 6,092 shares; 2026Q1: 6,846 shares 6,846 $2.23M 0.08% +754 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,436 shares; 2024Q4: 66,744 shares; 2025Q1: 74,751 shares; 2025Q2: 79,344 shares; 2025Q3: 82,841 shares; 2025Q4: 80,472 shares; 2026Q1: 85,101 shares 85,101 $2.22M 0.08% +4,629 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,433 shares; 2024Q4: 19,663 shares; 2025Q1: 21,161 shares; 2025Q2: 21,725 shares; 2025Q3: 28,365 shares; 2025Q4: 30,587 shares; 2026Q1: 32,070 shares 32,070 $2.22M 0.08% +1,483 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: 4,529 shares; 2024Q4: 4,865 shares; 2025Q1: 17,933 shares; 2025Q2: 19,063 shares; 2025Q3: 9,822 shares; 2025Q4: 9,054 shares; 2026Q1: 10,129 shares 10,129 $2.22M 0.08% +1,075 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,084 shares; 2025Q3: 38,628 shares; 2025Q4: 41,311 shares; 2026Q1: 44,758 shares 44,758 $2.19M 0.08% +3,447 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: 8,288 shares; 2024Q4: 15,297 shares; 2025Q1: 49,942 shares; 2025Q2: 45,148 shares; 2025Q3: 39,571 shares; 2025Q4: 35,769 shares; 2026Q1: 34,601 shares 34,601 $2.17M 0.08% -1,168 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,492 shares; 2024Q4: 30,247 shares; 2025Q1: 32,850 shares; 2025Q2: 33,991 shares; 2025Q3: 34,648 shares; 2025Q4: 32,618 shares; 2026Q1: 30,418 shares 30,418 $2.15M 0.07% -2,200 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: 1,448 shares; 2025Q2: 1,401 shares; 2025Q3: 5,115 shares; 2025Q4: 6,226 shares; 2026Q1: 7,296 shares 7,296 $2.12M 0.07% +1,070 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 5,718 shares; 2025Q1: 8,034 shares; 2025Q2: 8,001 shares; 2025Q3: 8,442 shares; 2025Q4: 8,732 shares; 2026Q1: 6,563 shares 6,563 $2.12M 0.07% -2,169 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: 2,270 shares; 2024Q4: 1,812 shares; 2025Q1: 4,491 shares; 2025Q2: 4,490 shares; 2025Q3: 9,912 shares; 2025Q4: 12,723 shares; 2026Q1: 11,160 shares 11,160 $2.12M 0.07% -1,563 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: 17,203 shares; 2024Q4: 21,167 shares; 2025Q1: 9,046 shares; 2025Q2: 7,516 shares; 2025Q3: 9,715 shares; 2025Q4: 9,757 shares; 2026Q1: 9,344 shares 9,344 $2.11M 0.07% -413 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: 4,517 shares; 2024Q4: 5,710 shares; 2025Q1: 6,800 shares; 2025Q2: 6,376 shares; 2025Q3: 8,076 shares; 2025Q4: 8,509 shares; 2026Q1: 8,522 shares 8,522 $2.11M 0.07% +13 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: 10,376 shares; 2024Q4: 9,186 shares; 2025Q1: 9,881 shares; 2025Q2: 8,863 shares; 2025Q3: 8,710 shares; 2025Q4: 8,631 shares; 2026Q1: 8,616 shares 8,616 $2.1M 0.07% -15 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,822 shares; 2024Q4: 68,214 shares; 2025Q1: 55,180 shares; 2025Q2: 47,620 shares; 2025Q3: 68,991 shares; 2025Q4: 57,777 shares; 2026Q1: 54,842 shares 54,842 $2.09M 0.07% -2,935 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: 9,734 shares; 2024Q4: 10,518 shares; 2025Q1: 8,350 shares; 2025Q2: 5,651 shares; 2025Q3: 10,096 shares; 2025Q4: 10,795 shares; 2026Q1: 10,770 shares 10,770 $2.09M 0.07% -25 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: 60,652 shares; 2024Q4: 48,377 shares; 2025Q1: 45,929 shares; 2025Q2: 39,832 shares; 2025Q3: 46,850 shares; 2025Q4: 48,794 shares; 2026Q1: 50,329 shares 50,329 $2.07M 0.07% +1,535 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: 4,099 shares; 2024Q4: 4,739 shares; 2025Q1: 7,453 shares; 2025Q2: 6,868 shares; 2025Q3: 6,129 shares; 2025Q4: 6,374 shares; 2026Q1: 7,921 shares 7,921 $2.06M 0.07% +1,547 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: 12,048 shares; 2024Q4: 12,053 shares; 2025Q1: 12,806 shares; 2025Q2: 12,172 shares; 2025Q3: 12,856 shares; 2025Q4: 12,498 shares; 2026Q1: 13,100 shares 13,100 $2.06M 0.07% +602 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: 6,691 shares; 2024Q4: 6,848 shares; 2025Q1: 14,024 shares; 2025Q2: 14,121 shares; 2025Q3: 13,125 shares; 2025Q4: 13,120 shares; 2026Q1: 13,293 shares 13,293 $2.03M 0.07% +173 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: 12,666 shares; 2024Q4: 15,405 shares; 2025Q1: 23,477 shares; 2025Q2: 13,244 shares; 2025Q3: 15,358 shares; 2025Q4: 15,105 shares; 2026Q1: 17,076 shares 17,076 $2.03M 0.07% +1,971 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: 28,711 shares; 2024Q4: 30,766 shares; 2025Q1: 65,076 shares; 2025Q2: 7,521 shares; 2025Q3: 23,013 shares; 2025Q4: 24,048 shares; 2026Q1: 20,899 shares 20,899 $2.01M 0.07% -3,149 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: 9,587 shares; 2024Q4: 11,100 shares; 2025Q1: 15,584 shares; 2025Q2: 20,507 shares; 2025Q3: 22,033 shares; 2025Q4: 20,130 shares; 2026Q1: 20,724 shares 20,724 $1.98M 0.07% +594 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: 10,796 shares; 2024Q4: 10,787 shares; 2025Q1: 9,442 shares; 2025Q2: 8,652 shares; 2025Q3: 6,619 shares; 2025Q4: 5,495 shares; 2026Q1: 4,410 shares 4,410 $1.97M 0.07% -1,085 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,680 shares; 2025Q1: 3,384 shares; 2025Q2: 4,029 shares; 2025Q3: 5,251 shares; 2025Q4: 5,982 shares; 2026Q1: 6,114 shares 6,114 $1.96M 0.07% +132 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 12,871 shares; 2025Q1: 19,326 shares; 2025Q2: 22,753 shares; 2025Q3: 23,040 shares; 2025Q4: 24,261 shares; 2026Q1: 24,315 shares 24,315 $1.93M 0.07% +54 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,087 shares; 2025Q1: 1,249 shares; 2025Q2: 1,325 shares; 2025Q3: 1,481 shares; 2025Q4: 1,634 shares; 2026Q1: 1,662 shares 1,662 $1.93M 0.07% +28 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,056 shares; 2024Q4: 12,632 shares; 2025Q1: 7,056 shares; 2025Q2: 8,016 shares; 2025Q3: 6,517 shares; 2025Q4: 6,941 shares; 2026Q1: 7,657 shares 7,657 $1.91M 0.07% +716 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,887 shares; 2025Q1: 14,542 shares; 2025Q2: 14,514 shares; 2025Q3: 13,233 shares; 2025Q4: 13,109 shares; 2026Q1: 13,109 shares 13,109 $1.91M 0.07% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 20,578 shares; 2025Q1: 22,012 shares; 2025Q2: 21,317 shares; 2025Q3: 26,936 shares; 2025Q4: 39,508 shares; 2026Q1: 41,400 shares 41,400 $1.9M 0.07% +1,892 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,544 shares; 2025Q1: 3,479 shares; 2025Q2: 17,843 shares; 2025Q3: 17,215 shares; 2025Q4: 17,599 shares; 2026Q1: 20,267 shares 20,267 $1.87M 0.06% +2,668 Timeline JGLO 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: 22,004 shares; 2024Q4: 20,604 shares; 2025Q1: 20,483 shares; 2025Q2: 19,469 shares; 2025Q3: 28,458 shares; 2025Q4: 26,662 shares; 2026Q1: 28,596 shares 28,596 $1.87M 0.06% +1,934 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: 12,426 shares; 2024Q4: 13,450 shares; 2025Q1: 36,138 shares; 2025Q2: 34,218 shares; 2025Q3: 15,775 shares; 2025Q4: 16,344 shares; 2026Q1: 20,194 shares 20,194 $1.84M 0.06% +3,850 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: 68,882 shares; 2024Q4: 58,808 shares; 2025Q1: 56,032 shares; 2025Q2: 38,257 shares; 2025Q3: 41,830 shares; 2025Q4: 39,886 shares; 2026Q1: 38,693 shares 38,693 $1.82M 0.06% -1,193 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: not reported; 2024Q4: 2,824 shares; 2025Q1: 5,897 shares; 2025Q2: 4,682 shares; 2025Q3: 20,516 shares; 2025Q4: 31,472 shares; 2026Q1: 34,062 shares 34,062 $1.8M 0.06% +2,590 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 34,720 shares; 2025Q3: 33,242 shares; 2025Q4: 34,016 shares; 2026Q1: 39,427 shares 39,427 $1.8M 0.06% +5,411 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,878 shares; 2024Q4: 62,860 shares; 2025Q1: 61,406 shares; 2025Q2: 58,966 shares; 2025Q3: 54,396 shares; 2025Q4: 52,754 shares; 2026Q1: 49,877 shares 49,877 $1.79M 0.06% -2,877 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: 5,286 shares; 2024Q4: 8,083 shares; 2025Q1: 17,263 shares; 2025Q2: 38,301 shares; 2025Q3: 17,137 shares; 2025Q4: 21,754 shares; 2026Q1: 20,686 shares 20,686 $1.79M 0.06% -1,068 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 7,422 shares; 2025Q1: 50,517 shares; 2025Q2: 44,067 shares; 2025Q3: 24,516 shares; 2025Q4: 37,585 shares; 2026Q1: 29,054 shares 29,054 $1.78M 0.06% -8,531 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: 9,693 shares; 2024Q4: 9,317 shares; 2025Q1: 10,265 shares; 2025Q2: 9,679 shares; 2025Q3: 10,983 shares; 2025Q4: 11,973 shares; 2026Q1: 13,591 shares 13,591 $1.78M 0.06% +1,618 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: 6,833 shares; 2024Q4: 8,822 shares; 2025Q1: 12,586 shares; 2025Q2: 13,454 shares; 2025Q3: 5,716 shares; 2025Q4: 5,542 shares; 2026Q1: 5,636 shares 5,636 $1.77M 0.06% +94 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,894 shares; 2024Q4: 17,074 shares; 2025Q1: 19,986 shares; 2025Q2: 18,086 shares; 2025Q3: 16,596 shares; 2025Q4: 16,156 shares; 2026Q1: 15,714 shares 15,714 $1.72M 0.06% -442 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: 14,131 shares; 2024Q4: 13,564 shares; 2025Q1: 13,627 shares; 2025Q2: 13,119 shares; 2025Q3: 13,221 shares; 2025Q4: 10,145 shares; 2026Q1: 6,991 shares 6,991 $1.7M 0.06% -3,154 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,110 shares; 2025Q2: 12,021 shares; 2025Q3: 6,338 shares; 2025Q4: 8,076 shares; 2026Q1: 7,955 shares 7,955 $1.69M 0.06% -121 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: 8,539 shares; 2024Q4: 8,968 shares; 2025Q1: 9,011 shares; 2025Q2: 9,051 shares; 2025Q3: 6,844 shares; 2025Q4: 6,683 shares; 2026Q1: 3,958 shares 3,958 $1.68M 0.06% -2,725 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,409 shares; 2024Q4: 17,677 shares; 2025Q1: 13,743 shares; 2025Q2: 14,939 shares; 2025Q3: 20,193 shares; 2025Q4: 17,775 shares; 2026Q1: 18,219 shares 18,219 $1.68M 0.06% +444 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: 16,795 shares; 2026Q1: 18,389 shares 18,389 $1.67M 0.06% +1,594 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: 24,670 shares; 2024Q4: 19,073 shares; 2025Q1: 23,072 shares; 2025Q2: 21,441 shares; 2025Q3: 21,125 shares; 2025Q4: 23,611 shares; 2026Q1: 24,576 shares 24,576 $1.66M 0.06% +965 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: 34,534 shares; 2024Q4: 27,294 shares; 2025Q1: 32,688 shares; 2025Q2: 29,286 shares; 2025Q3: 32,706 shares; 2025Q4: 37,459 shares; 2026Q1: 57,285 shares 57,285 $1.64M 0.06% +19,826 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: 8,256 shares 8,256 $1.63M 0.06% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 1,466 shares; 2025Q1: 1,071 shares; 2025Q2: 1,030 shares; 2025Q3: 3,263 shares; 2025Q4: 3,442 shares; 2026Q1: 4,694 shares 4,694 $1.62M 0.06% +1,252 Timeline JPLD 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: 27,592 shares; 2025Q3: 26,054 shares; 2025Q4: 26,054 shares; 2026Q1: 30,822 shares 30,822 $1.61M 0.06% +4,768 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: not reported; 2024Q4: not reported; 2025Q1: 4,477 shares; 2025Q2: 3,914 shares; 2025Q3: 8,181 shares; 2025Q4: 14,067 shares; 2026Q1: 17,752 shares 17,752 $1.6M 0.06% +3,685 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: not reported; 2025Q1: 383 shares; 2025Q2: 437 shares; 2025Q3: 1,273 shares; 2025Q4: 1,366 shares; 2026Q1: 1,634 shares 1,634 $1.6M 0.06% +268 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: 23,072 shares; 2024Q4: 22,118 shares; 2025Q1: 26,276 shares; 2025Q2: 26,806 shares; 2025Q3: 18,239 shares; 2025Q4: 12,563 shares; 2026Q1: 13,549 shares 13,549 $1.6M 0.06% +986 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,090 shares; 2024Q4: 19,571 shares; 2025Q1: 19,486 shares; 2025Q2: 19,231 shares; 2025Q3: 18,636 shares; 2025Q4: 13,916 shares; 2026Q1: 10,151 shares 10,151 $1.6M 0.06% -3,765 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: 19,823 shares; 2024Q4: 20,068 shares; 2025Q1: 16,941 shares; 2025Q2: 17,096 shares; 2025Q3: 16,700 shares; 2025Q4: 16,834 shares; 2026Q1: 16,944 shares 16,944 $1.6M 0.06% +110 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: 13,402 shares; 2024Q4: 26,547 shares; 2025Q1: 30,091 shares; 2025Q2: 11,846 shares; 2025Q3: 7,318 shares; 2025Q4: 6,400 shares; 2026Q1: 6,000 shares 6,000 $1.57M 0.05% -400 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: 45,425 shares; 2024Q4: 31,149 shares; 2025Q1: 25,160 shares; 2025Q2: 22,798 shares; 2025Q3: 23,210 shares; 2025Q4: 23,022 shares; 2026Q1: 20,822 shares 20,822 $1.56M 0.05% -2,200 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 2,726 shares; 2025Q1: 2,921 shares; 2025Q2: 2,829 shares; 2025Q3: 2,633 shares; 2025Q4: 2,555 shares; 2026Q1: 10,898 shares 10,898 $1.55M 0.05% +8,343 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: 5,320 shares; 2024Q4: 5,331 shares; 2025Q1: 5,029 shares; 2025Q2: 7,952 shares; 2025Q3: 12,946 shares; 2025Q4: 17,157 shares; 2026Q1: 21,120 shares 21,120 $1.53M 0.05% +3,963 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: 5,232 shares; 2024Q4: 5,598 shares; 2025Q1: 12,441 shares; 2025Q2: 2,025 shares; 2025Q3: 5,615 shares; 2025Q4: 5,620 shares; 2026Q1: 5,016 shares 5,016 $1.53M 0.05% -604 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: 6,545 shares; 2024Q4: 5,884 shares; 2025Q1: 6,179 shares; 2025Q2: 4,770 shares; 2025Q3: 7,055 shares; 2025Q4: 6,619 shares; 2026Q1: 7,020 shares 7,020 $1.52M 0.05% +401 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,142 shares; 2025Q1: 1,602 shares; 2025Q2: 2,133 shares; 2025Q3: 3,177 shares; 2025Q4: 4,037 shares; 2026Q1: 3,500 shares 3,500 $1.51M 0.05% -537 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 8,048 shares; 2025Q4: 7,891 shares; 2026Q1: 6,495 shares 6,495 $1.5M 0.05% -1,396 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: 19,645 shares; 2024Q4: 19,102 shares; 2025Q1: 18,740 shares; 2025Q2: 74,871 shares; 2025Q3: 26,685 shares; 2025Q4: 21,313 shares; 2026Q1: 20,632 shares 20,632 $1.49M 0.05% -681 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,350 shares; 2024Q4: 19,569 shares; 2025Q1: 20,955 shares; 2025Q2: 20,890 shares; 2025Q3: 20,680 shares; 2025Q4: 19,891 shares; 2026Q1: 20,333 shares 20,333 $1.48M 0.05% +442 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: 2,246 shares; 2024Q4: 1,997 shares; 2025Q1: 2,505 shares; 2025Q2: 2,462 shares; 2025Q3: 2,886 shares; 2025Q4: 3,637 shares; 2026Q1: 4,518 shares 4,518 $1.48M 0.05% +881 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: 3,607 shares; 2024Q4: 4,083 shares; 2025Q1: 9,707 shares; 2025Q2: 10,347 shares; 2025Q3: 12,877 shares; 2025Q4: 14,699 shares; 2026Q1: 15,272 shares 15,272 $1.47M 0.05% +573 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,210 shares; 2024Q4: 12,606 shares; 2025Q1: 15,346 shares; 2025Q2: 13,642 shares; 2025Q3: 19,492 shares; 2025Q4: 22,107 shares; 2026Q1: 21,416 shares 21,416 $1.46M 0.05% -691 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,990 shares; 2024Q4: 11,285 shares; 2025Q1: 13,834 shares; 2025Q2: 16,077 shares; 2025Q3: 17,035 shares; 2025Q4: 17,325 shares; 2026Q1: 15,038 shares 15,038 $1.44M 0.05% -2,287 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: not reported; 2025Q1: 2,592 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,405 shares; 2026Q1: 19,034 shares 19,034 $1.43M 0.05% +629 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,409 shares; 2025Q2: 7,819 shares; 2025Q3: 9,019 shares; 2025Q4: 9,254 shares; 2026Q1: 10,121 shares 10,121 $1.43M 0.05% +867 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 7,614 shares; 2025Q1: 12,166 shares; 2025Q2: 5,358 shares; 2025Q3: 31,729 shares; 2025Q4: 32,459 shares; 2026Q1: 21,947 shares 21,947 $1.43M 0.05% -10,512 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,569 shares; 2024Q4: 17,612 shares; 2025Q1: 25,866 shares; 2025Q2: 26,245 shares; 2025Q3: 26,291 shares; 2025Q4: 24,888 shares; 2026Q1: 24,391 shares 24,391 $1.43M 0.05% -497 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,813 shares; 2025Q1: 5,801 shares; 2025Q2: 7,310 shares; 2025Q3: 10,623 shares; 2025Q4: 11,187 shares; 2026Q1: 12,015 shares 12,015 $1.41M 0.05% +828 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,445 shares; 2024Q4: 13,531 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,048 shares; 2025Q4: 86,970 shares; 2026Q1: 89,862 shares 89,862 $1.41M 0.05% +2,892 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,278 shares; 2024Q4: 31,142 shares; 2025Q1: 31,790 shares; 2025Q2: 31,525 shares; 2025Q3: 31,656 shares; 2025Q4: 31,031 shares; 2026Q1: 29,767 shares 29,767 $1.38M 0.05% -1,264 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: 3,290 shares; 2024Q4: 2,315 shares; 2025Q1: 9,475 shares; 2025Q2: 9,420 shares; 2025Q3: 5,973 shares; 2025Q4: 6,072 shares; 2026Q1: 6,394 shares 6,394 $1.38M 0.05% +322 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: 35,531 shares; 2024Q4: 35,353 shares; 2025Q1: 28,106 shares; 2025Q2: 26,272 shares; 2025Q3: 20,833 shares; 2025Q4: 17,510 shares; 2026Q1: 13,996 shares 13,996 $1.36M 0.05% -3,514 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS 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: 368 shares; 2025Q3: 2,287 shares; 2025Q4: 2,334 shares; 2026Q1: 2,309 shares 2,309 $1.36M 0.05% -25 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,563 shares; 2025Q2: 48,809 shares; 2025Q3: 33,442 shares; 2025Q4: 34,738 shares; 2026Q1: 16,000 shares 16,000 $1.36M 0.05% -18,738 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: 2,815 shares; 2025Q2: 5,844 shares; 2025Q3: 7,261 shares; 2025Q4: 10,815 shares; 2026Q1: 11,970 shares 11,970 $1.35M 0.05% +1,155 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: 3,982 shares; 2024Q4: 3,972 shares; 2025Q1: 4,109 shares; 2025Q2: 6,600 shares; 2025Q3: 5,434 shares; 2025Q4: 5,475 shares; 2026Q1: 6,286 shares 6,286 $1.33M 0.05% +811 Timeline CMS CMS ENERGY CORP More: the full row for CMS 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: 2,972 shares; 2025Q3: 24,594 shares; 2025Q4: 22,091 shares; 2026Q1: 16,798 shares 16,798 $1.3M 0.05% -5,293 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: 10,587 shares; 2024Q4: 10,494 shares; 2025Q1: 12,741 shares; 2025Q2: 3,587 shares; 2025Q3: 8,540 shares; 2025Q4: 7,868 shares; 2026Q1: 7,541 shares 7,541 $1.3M 0.05% -327 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: 2,605 shares; 2025Q1: 2,050 shares; 2025Q2: 1,353 shares; 2025Q3: 1,345 shares; 2025Q4: 1,385 shares; 2026Q1: 1,336 shares 1,336 $1.28M 0.04% -49 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: 20,847 shares; 2024Q4: 23,359 shares; 2025Q1: 33,150 shares; 2025Q2: 31,509 shares; 2025Q3: 12,153 shares; 2025Q4: 13,129 shares; 2026Q1: 13,729 shares 13,729 $1.28M 0.04% +600 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: 4,133 shares; 2024Q4: 4,134 shares; 2025Q1: 3,831 shares; 2025Q2: 10,634 shares; 2025Q3: 16,394 shares; 2025Q4: 16,039 shares; 2026Q1: 15,329 shares 15,329 $1.28M 0.04% -710 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 6,962 shares; 2025Q1: 19,784 shares; 2025Q2: 15,311 shares; 2025Q3: 17,262 shares; 2025Q4: 20,628 shares; 2026Q1: 25,417 shares 25,417 $1.28M 0.04% +4,789 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,994 shares; 2024Q4: 12,558 shares; 2025Q1: 11,513 shares; 2025Q2: 14,518 shares; 2025Q3: 13,567 shares; 2025Q4: 12,427 shares; 2026Q1: 11,717 shares 11,717 $1.28M 0.04% -710 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,938 shares; 2025Q2: 7,089 shares; 2025Q3: 7,209 shares; 2025Q4: 7,150 shares; 2026Q1: 8,937 shares 8,937 $1.27M 0.04% +1,787 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 31,241 shares; 2025Q1: 31,693 shares; 2025Q2: 31,759 shares; 2025Q3: 26,801 shares; 2025Q4: 23,032 shares; 2026Q1: 15,689 shares 15,689 $1.27M 0.04% -7,343 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,925 shares; 2024Q4: 21,235 shares; 2025Q1: 37,740 shares; 2025Q2: 35,145 shares; 2025Q3: 19,260 shares; 2025Q4: 16,909 shares; 2026Q1: 16,421 shares 16,421 $1.27M 0.04% -488 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,274 shares; 2024Q4: 9,880 shares; 2025Q1: 12,710 shares; 2025Q2: 12,728 shares; 2025Q3: 14,298 shares; 2025Q4: 12,678 shares; 2026Q1: 13,107 shares 13,107 $1.26M 0.04% +429 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 2,714 shares; 2025Q3: 3,948 shares; 2025Q4: 6,034 shares; 2026Q1: 6,836 shares 6,836 $1.25M 0.04% +802 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,430 shares; 2025Q1: 3,101 shares; 2025Q2: 3,392 shares; 2025Q3: 4,317 shares; 2025Q4: 4,610 shares; 2026Q1: 5,423 shares 5,423 $1.25M 0.04% +813 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,214 shares; 2025Q2: 8,623 shares; 2025Q3: 10,344 shares; 2025Q4: 12,371 shares; 2026Q1: 12,840 shares 12,840 $1.25M 0.04% +469 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: 9,054 shares; 2024Q4: 8,272 shares; 2025Q1: 7,409 shares; 2025Q2: 12,674 shares; 2025Q3: 16,163 shares; 2025Q4: 16,244 shares; 2026Q1: 16,173 shares 16,173 $1.25M 0.04% -71 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: 5,140 shares; 2024Q4: 4,915 shares; 2025Q1: 4,242 shares; 2025Q2: 3,970 shares; 2025Q3: 6,548 shares; 2025Q4: 6,351 shares; 2026Q1: 6,020 shares 6,020 $1.24M 0.04% -331 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: 1,380 shares; 2024Q4: 1,417 shares; 2025Q1: 2,422 shares; 2025Q2: 2,235 shares; 2025Q3: 2,068 shares; 2025Q4: 2,212 shares; 2026Q1: 2,303 shares 2,303 $1.24M 0.04% +91 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: 161 shares; 2024Q4: 193 shares; 2025Q1: 323 shares; 2025Q2: 299 shares; 2025Q3: 389 shares; 2025Q4: 359 shares; 2026Q1: 293 shares 293 $1.23M 0.04% -66 Timeline JNK 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: 17,720 shares; 2024Q4: 23,756 shares; 2025Q1: 11,968 shares; 2025Q2: 14,322 shares; 2025Q3: 17,305 shares; 2025Q4: 11,626 shares; 2026Q1: 12,881 shares 12,881 $1.23M 0.04% +1,255 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 1,980 shares; 2025Q1: 21,687 shares; 2025Q2: 16,199 shares; 2025Q3: 9,238 shares; 2025Q4: 8,625 shares; 2026Q1: 8,373 shares 8,373 $1.22M 0.04% -252 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: 9,437 shares; 2024Q4: 9,500 shares; 2025Q1: 12,291 shares; 2025Q2: 11,587 shares; 2025Q3: 11,033 shares; 2025Q4: 9,409 shares; 2026Q1: 12,055 shares 12,055 $1.21M 0.04% +2,646 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,321 shares; 2024Q4: 15,476 shares; 2025Q1: 21,448 shares; 2025Q2: 3,058 shares; 2025Q3: 10,315 shares; 2025Q4: 11,180 shares; 2026Q1: 8,431 shares 8,431 $1.21M 0.04% -2,749 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: 12,418 shares; 2024Q4: 22,551 shares; 2025Q1: 16,992 shares; 2025Q2: 6,095 shares; 2025Q3: 5,553 shares; 2025Q4: 2,751 shares; 2026Q1: 12,993 shares 12,993 $1.19M 0.04% +10,242 Timeline BBIN 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: 19,486 shares; 2024Q4: 17,823 shares; 2025Q1: 21,802 shares; 2025Q2: 24,347 shares; 2025Q3: 61,369 shares; 2025Q4: 66,966 shares; 2026Q1: 16,260 shares 16,260 $1.19M 0.04% -50,706 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,495 shares; 2024Q4: 29,890 shares; 2025Q1: 46,658 shares; 2025Q2: 45,919 shares; 2025Q3: 45,998 shares; 2025Q4: 25,513 shares; 2026Q1: 20,526 shares 20,526 $1.18M 0.04% -4,987 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: 392 shares; 2024Q4: 383 shares; 2025Q1: 493 shares; 2025Q2: 401 shares; 2025Q3: 374 shares; 2025Q4: 363 shares; 2026Q1: 346 shares 346 $1.17M 0.04% -17 Timeline TLT 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: 61,243 shares; 2024Q4: 43,812 shares; 2025Q1: 44,281 shares; 2025Q2: 14,209 shares; 2025Q3: 18,419 shares; 2025Q4: 17,142 shares; 2026Q1: 13,461 shares 13,461 $1.17M 0.04% -3,681 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,439 shares; 2025Q2: 2,454 shares; 2025Q3: 15,192 shares; 2025Q4: 14,222 shares; 2026Q1: 12,604 shares 12,604 $1.17M 0.04% -1,618 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: 1,450 shares; 2024Q4: 1,495 shares; 2025Q1: 2,680 shares; 2025Q2: 1,584 shares; 2025Q3: 8,564 shares; 2025Q4: 8,810 shares; 2026Q1: 5,905 shares 5,905 $1.15M 0.04% -2,905 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: 6,205 shares; 2024Q4: 4,830 shares; 2025Q1: 5,425 shares; 2025Q2: 4,771 shares; 2025Q3: 4,598 shares; 2025Q4: 9,742 shares; 2026Q1: 8,618 shares 8,618 $1.15M 0.04% -1,124 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,157 shares; 2025Q2: 30,424 shares; 2025Q3: 28,865 shares; 2025Q4: 28,327 shares; 2026Q1: 28,692 shares 28,692 $1.14M 0.04% +365 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,008 shares; 2024Q4: 12,917 shares; 2025Q1: 13,574 shares; 2025Q2: 13,677 shares; 2025Q3: 8,568 shares; 2025Q4: 7,646 shares; 2026Q1: 7,771 shares 7,771 $1.14M 0.04% +125 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: 119,585 shares; 2024Q4: 132,039 shares; 2025Q1: 292,623 shares; 2025Q2: 25,191 shares; 2025Q3: 14,787 shares; 2025Q4: 14,482 shares; 2026Q1: 14,387 shares 14,387 $1.13M 0.04% -95 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,753 shares; 2024Q4: 56,453 shares; 2025Q1: 58,387 shares; 2025Q2: 59,560 shares; 2025Q3: 57,877 shares; 2025Q4: 38,590 shares; 2026Q1: 24,090 shares 24,090 $1.12M 0.04% -14,500 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,853 shares; 2025Q1: 4,612 shares; 2025Q2: 4,143 shares; 2025Q3: 4,853 shares; 2025Q4: 6,412 shares; 2026Q1: 7,220 shares 7,220 $1.12M 0.04% +808 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: 13,424 shares; 2025Q2: 13,872 shares; 2025Q3: 12,032 shares; 2025Q4: 12,356 shares; 2026Q1: 13,489 shares 13,489 $1.11M 0.04% +1,133 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: not reported; 2024Q4: not reported; 2025Q1: 1,732 shares; 2025Q2: 2,295 shares; 2025Q3: 6,397 shares; 2025Q4: 6,542 shares; 2026Q1: 7,378 shares 7,378 $1.11M 0.04% +836 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,849 shares; 2025Q1: 6,655 shares; 2025Q2: 7,737 shares; 2025Q3: 8,399 shares; 2025Q4: 8,106 shares; 2026Q1: 7,915 shares 7,915 $1.1M 0.04% -191 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 5,870 shares; 2025Q1: 8,369 shares; 2025Q2: 8,161 shares; 2025Q3: 13,459 shares; 2025Q4: 11,041 shares; 2026Q1: 10,928 shares 10,928 $1.1M 0.04% -113 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 8,110 shares; 2025Q1: 8,390 shares; 2025Q2: 8,946 shares; 2025Q3: 9,517 shares; 2025Q4: 9,587 shares; 2026Q1: 9,306 shares 9,306 $1.1M 0.04% -281 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: 6,227 shares; 2025Q1: 9,820 shares; 2025Q2: 7,623 shares; 2025Q3: 11,327 shares; 2025Q4: 11,718 shares; 2026Q1: 13,400 shares 13,400 $1.1M 0.04% +1,682 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,665 shares; 2025Q1: 2,897 shares; 2025Q2: 3,092 shares; 2025Q3: 4,021 shares; 2025Q4: 4,031 shares; 2026Q1: 4,097 shares 4,097 $1.09M 0.04% +66 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,069 shares; 2025Q2: 50,885 shares; 2025Q3: 30,928 shares; 2025Q4: 31,552 shares; 2026Q1: 31,132 shares 31,132 $1.08M 0.04% -420 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,246 shares; 2025Q1: 3,537 shares; 2025Q2: 3,114 shares; 2025Q3: 3,295 shares; 2025Q4: 3,906 shares; 2026Q1: 3,811 shares 3,811 $1.07M 0.04% -95 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 15,985 shares; 2025Q1: 27,633 shares; 2025Q2: 15,863 shares; 2025Q3: 8,437 shares; 2025Q4: 7,509 shares; 2026Q1: 7,091 shares 7,091 $1.07M 0.04% -418 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: 3,176 shares; 2024Q4: 3,827 shares; 2025Q1: 5,341 shares; 2025Q2: 5,248 shares; 2025Q3: 6,055 shares; 2025Q4: 6,898 shares; 2026Q1: 7,264 shares 7,264 $1.06M 0.04% +366 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: 1,056 shares; 2024Q4: 1,002 shares; 2025Q1: 1,536 shares; 2025Q2: 1,678 shares; 2025Q3: 2,804 shares; 2025Q4: 2,709 shares; 2026Q1: 2,606 shares 2,606 $1.03M 0.04% -103 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,908 shares; 2025Q1: 11,506 shares; 2025Q2: 10,926 shares; 2025Q3: 10,342 shares; 2025Q4: 10,556 shares; 2026Q1: 11,083 shares 11,083 $999K 0.03% +527 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL 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: 5,699 shares; 2026Q1: 7,796 shares 7,796 $992K 0.03% +2,097 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,623 shares; 2025Q2: 11,292 shares; 2025Q3: 16,828 shares; 2025Q4: 17,256 shares; 2026Q1: 16,855 shares 16,855 $984K 0.03% -401 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,598 shares; 2025Q4: 45,006 shares; 2026Q1: 48,613 shares 48,613 $975K 0.03% +3,607 Timeline IGM 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: 10,534 shares; 2025Q2: 9,004 shares; 2025Q3: 10,701 shares; 2025Q4: 8,229 shares; 2026Q1: 8,220 shares 8,220 $974K 0.03% -9 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: 5,081 shares; 2024Q4: 4,778 shares; 2025Q1: 4,647 shares; 2025Q2: 4,647 shares; 2025Q3: 4,647 shares; 2025Q4: 5,909 shares; 2026Q1: 5,756 shares 5,756 $972K 0.03% -153 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,412 shares; 2025Q1: 1,566 shares; 2025Q2: 1,472 shares; 2025Q3: 1,512 shares; 2025Q4: 1,712 shares; 2026Q1: 1,660 shares 1,660 $958K 0.03% -52 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,642 shares; 2025Q1: 1,862 shares; 2025Q2: not reported; 2025Q3: 10,717 shares; 2025Q4: 11,097 shares; 2026Q1: 11,002 shares 11,002 $955K 0.03% -95 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 10,993 shares; 2025Q4: 11,729 shares; 2026Q1: 9,391 shares 9,391 $946K 0.03% -2,338 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: 4,843 shares; 2024Q4: 5,109 shares; 2025Q1: 5,626 shares; 2025Q2: 5,044 shares; 2025Q3: 4,832 shares; 2025Q4: 4,689 shares; 2026Q1: 4,540 shares 4,540 $941K 0.03% -149 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: not reported; 2025Q1: 3,357 shares; 2025Q2: not reported; 2025Q3: 6,012 shares; 2025Q4: 5,905 shares; 2026Q1: 13,268 shares 13,268 $932K 0.03% +7,363 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 7,134 shares; 2025Q1: 15,718 shares; 2025Q2: 24,568 shares; 2025Q3: 21,758 shares; 2025Q4: 20,269 shares; 2026Q1: 21,931 shares 21,931 $926K 0.03% +1,662 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: 60,481 shares; 2024Q4: 62,382 shares; 2025Q1: 63,653 shares; 2025Q2: 64,106 shares; 2025Q3: 62,915 shares; 2025Q4: 16,486 shares; 2026Q1: 19,898 shares 19,898 $924K 0.03% +3,412 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 2,611 shares; 2025Q1: 4,769 shares; 2025Q2: 4,316 shares; 2025Q3: 5,137 shares; 2025Q4: 8,739 shares; 2026Q1: 9,356 shares 9,356 $914K 0.03% +617 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: 1,975 shares; 2025Q2: 2,038 shares; 2025Q3: 2,929 shares; 2025Q4: 3,359 shares; 2026Q1: 3,318 shares 3,318 $913K 0.03% -41 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: 3,147 shares; 2024Q4: 6,745 shares; 2025Q1: 6,475 shares; 2025Q2: 3,807 shares; 2025Q3: 4,742 shares; 2025Q4: 4,701 shares; 2026Q1: 4,654 shares 4,654 $912K 0.03% -47 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,743 shares; 2024Q4: 14,385 shares; 2025Q1: 32,411 shares; 2025Q2: 31,436 shares; 2025Q3: 31,125 shares; 2025Q4: 30,926 shares; 2026Q1: 31,561 shares 31,561 $905K 0.03% +635 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,865 shares; 2024Q4: 36,562 shares; 2025Q1: 34,089 shares; 2025Q2: 32,948 shares; 2025Q3: 15,809 shares; 2025Q4: 13,568 shares; 2026Q1: 13,101 shares 13,101 $901K 0.03% -467 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 7,333 shares; 2025Q1: 10,874 shares; 2025Q2: 9,725 shares; 2025Q3: 5,035 shares; 2025Q4: 2,843 shares; 2026Q1: 2,540 shares 2,540 $899K 0.03% -303 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,762 shares 13,762 $896K 0.03% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,519 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,397 shares; 2025Q4: 7,464 shares; 2026Q1: 7,377 shares 7,377 $891K 0.03% -87 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 5,041 shares; 2025Q2: 5,637 shares; 2025Q3: 5,191 shares; 2025Q4: 5,096 shares; 2026Q1: 5,491 shares 5,491 $888K 0.03% +395 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,795 shares; 2025Q3: 7,435 shares; 2025Q4: 7,628 shares; 2026Q1: 8,652 shares 8,652 $884K 0.03% +1,024 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: 4,137 shares; 2024Q4: 5,553 shares; 2025Q1: 4,963 shares; 2025Q2: 3,197 shares; 2025Q3: 3,116 shares; 2025Q4: 3,173 shares; 2026Q1: 2,216 shares 2,216 $882K 0.03% -957 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 5,296 shares; 2025Q4: 5,339 shares; 2026Q1: 4,043 shares 4,043 $881K 0.03% -1,296 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,383 shares; 2025Q1: 9,952 shares; 2025Q2: 7,452 shares; 2025Q3: 5,667 shares; 2025Q4: 18,876 shares; 2026Q1: 16,441 shares 16,441 $879K 0.03% -2,435 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,477 shares; 2026Q1: 16,061 shares 16,061 $869K 0.03% -416 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS 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: 5,420 shares; 2025Q4: 5,808 shares; 2026Q1: 5,784 shares 5,784 $868K 0.03% -24 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 2,222 shares; 2025Q1: 3,160 shares; 2025Q2: 5,467 shares; 2025Q3: 6,088 shares; 2025Q4: 5,902 shares; 2026Q1: 5,545 shares 5,545 $862K 0.03% -357 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,190 shares; 2024Q4: 20,177 shares; 2025Q1: 59,968 shares; 2025Q2: 61,364 shares; 2025Q3: 60,706 shares; 2025Q4: 63,229 shares; 2026Q1: 53,879 shares 53,879 $857K 0.03% -9,350 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: 5,210 shares; 2024Q4: 5,652 shares; 2025Q1: 1,803 shares; 2025Q2: 3,037 shares; 2025Q3: 2,841 shares; 2025Q4: 2,960 shares; 2026Q1: 3,212 shares 3,212 $857K 0.03% +252 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 5,243 shares; 2025Q4: 16,977 shares; 2026Q1: 21,495 shares 21,495 $857K 0.03% +4,518 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: 9,816 shares; 2024Q4: 9,148 shares; 2025Q1: 8,232 shares; 2025Q2: 3,005 shares; 2025Q3: 3,696 shares; 2025Q4: 3,534 shares; 2026Q1: 3,560 shares 3,560 $854K 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: 17,440 shares; 2024Q4: 23,152 shares; 2025Q1: 19,778 shares; 2025Q2: 15,919 shares; 2025Q3: 16,320 shares; 2025Q4: 19,051 shares; 2026Q1: 17,282 shares 17,282 $853K 0.03% -1,769 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR 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: 11,308 shares; 2025Q4: 11,665 shares; 2026Q1: 8,022 shares 8,022 $852K 0.03% -3,643 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: 6,120 shares; 2024Q4: 8,284 shares; 2025Q1: 12,509 shares; 2025Q2: 10,359 shares; 2025Q3: 8,674 shares; 2025Q4: 8,961 shares; 2026Q1: 13,938 shares 13,938 $851K 0.03% +4,977 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,895 shares; 2024Q4: 11,256 shares; 2025Q1: 8,235 shares; 2025Q2: 7,170 shares; 2025Q3: 7,598 shares; 2025Q4: 6,026 shares; 2026Q1: 5,987 shares 5,987 $847K 0.03% -39 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,236 shares; 2024Q4: 27,679 shares; 2025Q1: 23,281 shares; 2025Q2: 25,669 shares; 2025Q3: 31,539 shares; 2025Q4: 8,993 shares; 2026Q1: 15,039 shares 15,039 $839K 0.03% +6,046 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: 5,612 shares; 2024Q4: 5,638 shares; 2025Q1: 8,389 shares; 2025Q2: 8,093 shares; 2025Q3: 7,743 shares; 2025Q4: 8,014 shares; 2026Q1: 7,980 shares 7,980 $839K 0.03% -34 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: 8,285 shares; 2024Q4: 6,507 shares; 2025Q1: 4,959 shares; 2025Q2: 2,465 shares; 2025Q3: 3,826 shares; 2025Q4: 3,822 shares; 2026Q1: 4,511 shares 4,511 $833K 0.03% +689 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,246 shares; 2025Q4: 13,410 shares; 2026Q1: 10,345 shares 10,345 $829K 0.03% -3,065 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: not reported; 2025Q1: 4,245 shares; 2025Q2: 4,549 shares; 2025Q3: 4,532 shares; 2025Q4: 5,018 shares; 2026Q1: 6,269 shares 6,269 $821K 0.03% +1,251 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: 5,988 shares; 2024Q4: 6,419 shares; 2025Q1: 3,968 shares; 2025Q2: 3,988 shares; 2025Q3: not reported; 2025Q4: 1,428 shares; 2026Q1: 2,286 shares 2,286 $814K 0.03% +858 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,595 shares; 2024Q4: 20,236 shares; 2025Q1: 21,454 shares; 2025Q2: 21,369 shares; 2025Q3: 24,761 shares; 2025Q4: 25,054 shares; 2026Q1: 29,913 shares 29,913 $812K 0.03% +4,859 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 10,802 shares; 2025Q1: 8,226 shares; 2025Q2: 5,961 shares; 2025Q3: 13,847 shares; 2025Q4: 15,174 shares; 2026Q1: 12,639 shares 12,639 $811K 0.03% -2,535 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,280 shares; 2024Q4: 21,814 shares; 2025Q1: 12,353 shares; 2025Q2: 17,130 shares; 2025Q3: 26,388 shares; 2025Q4: 20,418 shares; 2026Q1: 16,608 shares 16,608 $802K 0.03% -3,810 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: 50,554 shares; 2025Q2: 56,691 shares; 2025Q3: 58,489 shares; 2025Q4: 66,482 shares; 2026Q1: 70,905 shares 70,905 $800K 0.03% +4,423 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,246 shares; 2025Q2: 17,246 shares; 2025Q3: 17,246 shares; 2025Q4: 17,246 shares; 2026Q1: 17,246 shares 17,246 $800K 0.03% 0 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: 17,550 shares; 2024Q4: 19,380 shares; 2025Q1: 21,004 shares; 2025Q2: 23,030 shares; 2025Q3: 25,588 shares; 2025Q4: 27,076 shares; 2026Q1: 29,888 shares 29,888 $792K 0.03% +2,812 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: 23,001 shares; 2024Q4: 22,080 shares; 2025Q1: 34,333 shares; 2025Q2: 37,912 shares; 2025Q3: 34,536 shares; 2025Q4: 38,666 shares; 2026Q1: 36,266 shares 36,266 $786K 0.03% -2,400 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,946 shares; 2025Q4: 16,120 shares; 2026Q1: 15,770 shares 15,770 $786K 0.03% -350 Timeline CERY 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: 13,329 shares; 2025Q1: 27,380 shares; 2025Q2: 15,460 shares; 2025Q3: 25,541 shares; 2025Q4: 16,730 shares; 2026Q1: 22,216 shares 22,216 $783K 0.03% +5,486 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 8,689 shares; 2025Q1: 9,365 shares; 2025Q2: 10,264 shares; 2025Q3: 11,208 shares; 2025Q4: 11,699 shares; 2026Q1: 12,447 shares 12,447 $782K 0.03% +748 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,691 shares; 2025Q4: 9,317 shares; 2026Q1: 9,115 shares 9,115 $781K 0.03% -202 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 713 shares; 2025Q1: 735 shares; 2025Q2: 824 shares; 2025Q3: 1,069 shares; 2025Q4: 1,054 shares; 2026Q1: 1,142 shares 1,142 $778K 0.03% +88 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,899 shares; 2025Q2: 6,200 shares; 2025Q3: 8,702 shares; 2025Q4: 12,209 shares; 2026Q1: 15,925 shares 15,925 $777K 0.03% +3,716 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 14,110 shares; 2025Q3: 14,514 shares; 2025Q4: 16,683 shares; 2026Q1: 18,732 shares 18,732 $764K 0.03% +2,049 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: not reported; 2025Q3: 3,516 shares; 2025Q4: 3,352 shares; 2026Q1: 5,528 shares 5,528 $752K 0.03% +2,176 Timeline IUSB 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: 27,573 shares; 2024Q4: 8,545 shares; 2025Q1: 13,060 shares; 2025Q2: 21,654 shares; 2025Q3: 17,514 shares; 2025Q4: 16,176 shares; 2026Q1: 16,251 shares 16,251 $751K 0.03% +75 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: 2,808 shares; 2025Q2: 2,817 shares; 2025Q3: 2,149 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022 $750K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,376 shares; 2025Q2: 6,275 shares; 2025Q3: 5,918 shares; 2025Q4: 6,062 shares; 2026Q1: 6,318 shares 6,318 $750K 0.03% +256 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 667 shares; 2025Q1: 718 shares; 2025Q2: 874 shares; 2025Q3: 1,344 shares; 2025Q4: 1,352 shares; 2026Q1: 1,256 shares 1,256 $745K 0.03% -96 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 933 shares; 2025Q1: 903 shares; 2025Q2: 763 shares; 2025Q3: 1,116 shares; 2025Q4: 1,082 shares; 2026Q1: 1,008 shares 1,008 $744K 0.03% -74 Timeline SMB 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: 26,885 shares; 2025Q2: 49,004 shares; 2025Q3: 41,510 shares; 2025Q4: 45,538 shares; 2026Q1: 42,990 shares 42,990 $744K 0.03% -2,548 Timeline GVI 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: 5,646 shares; 2024Q4: 5,143 shares; 2025Q1: 8,305 shares; 2025Q2: 5,947 shares; 2025Q3: 6,958 shares; 2025Q4: 7,018 shares; 2026Q1: 6,945 shares 6,945 $741K 0.03% -73 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: 1,489 shares; 2024Q4: 1,625 shares; 2025Q1: 2,979 shares; 2025Q2: 2,740 shares; 2025Q3: 2,423 shares; 2025Q4: 1,883 shares; 2026Q1: 1,702 shares 1,702 $739K 0.03% -181 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: not reported; 2024Q4: not reported; 2025Q1: 8,869 shares; 2025Q2: 9,157 shares; 2025Q3: 6,591 shares; 2025Q4: 6,079 shares; 2026Q1: 7,903 shares 7,903 $735K 0.03% +1,824 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 16,420 shares 16,420 $731K 0.03% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 7,468 shares; 2025Q1: 6,085 shares; 2025Q2: 8,070 shares; 2025Q3: 7,937 shares; 2025Q4: 7,543 shares; 2026Q1: 6,556 shares 6,556 $727K 0.03% -987 Timeline TFI 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: 14,212 shares; 2024Q4: 14,070 shares; 2025Q1: 12,167 shares; 2025Q2: 11,930 shares; 2025Q3: 12,501 shares; 2025Q4: 12,181 shares; 2026Q1: 15,862 shares 15,862 $719K 0.02% +3,681 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,821 shares; 2025Q2: 25,655 shares; 2025Q3: 23,635 shares; 2025Q4: 23,290 shares; 2026Q1: 23,548 shares 23,548 $719K 0.02% +258 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 687 shares; 2025Q1: 1,465 shares; 2025Q2: 1,244 shares; 2025Q3: 1,080 shares; 2025Q4: 1,151 shares; 2026Q1: 1,455 shares 1,455 $714K 0.02% +304 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: 16,555 shares; 2024Q4: 14,925 shares; 2025Q1: 13,631 shares; 2025Q2: 12,988 shares; 2025Q3: 12,737 shares; 2025Q4: 12,412 shares; 2026Q1: 12,000 shares 12,000 $711K 0.02% -412 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,014 shares; 2024Q4: 20,865 shares; 2025Q1: 49,106 shares; 2025Q2: 46,015 shares; 2025Q3: 13,354 shares; 2025Q4: 12,851 shares; 2026Q1: 9,056 shares 9,056 $711K 0.02% -3,795 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,589 shares; 2025Q4: 3,357 shares; 2026Q1: 3,883 shares 3,883 $707K 0.02% +526 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,810 shares; 2025Q2: 5,977 shares; 2025Q3: 8,170 shares; 2025Q4: 8,507 shares; 2026Q1: 7,553 shares 7,553 $695K 0.02% -954 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,566 shares; 2024Q4: 16,998 shares; 2025Q1: 19,125 shares; 2025Q2: 1,471 shares; 2025Q3: 2,454 shares; 2025Q4: 2,403 shares; 2026Q1: 3,317 shares 3,317 $686K 0.02% +914 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: 10,508 shares; 2024Q4: 10,613 shares; 2025Q1: 15,233 shares; 2025Q2: 15,251 shares; 2025Q3: 15,300 shares; 2025Q4: 16,368 shares; 2026Q1: 17,237 shares 17,237 $673K 0.02% +869 Timeline IEV 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: 10,488 shares; 2025Q2: 11,144 shares; 2025Q3: 10,604 shares; 2025Q4: 10,369 shares; 2026Q1: 9,910 shares 9,910 $673K 0.02% -459 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: 10,192 shares; 2024Q4: 28,441 shares; 2025Q1: 28,911 shares; 2025Q2: 43,374 shares; 2025Q3: 25,994 shares; 2025Q4: 26,499 shares; 2026Q1: 26,180 shares 26,180 $671K 0.02% -319 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,072 shares; 2024Q4: 20,342 shares; 2025Q1: 34,941 shares; 2025Q2: 29,210 shares; 2025Q3: 27,599 shares; 2025Q4: 18,832 shares; 2026Q1: 12,991 shares 12,991 $668K 0.02% -5,841 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,339 shares; 2025Q2: 6,740 shares; 2025Q3: 6,900 shares; 2025Q4: 9,084 shares; 2026Q1: 9,207 shares 9,207 $661K 0.02% +123 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 2,557 shares; 2025Q3: 3,112 shares; 2025Q4: 4,531 shares; 2026Q1: 4,797 shares 4,797 $658K 0.02% +266 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: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 3,903 shares; 2025Q3: 3,527 shares; 2025Q4: 3,559 shares; 2026Q1: 3,456 shares 3,456 $655K 0.02% -103 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,811 shares; 2025Q4: 25,973 shares; 2026Q1: 25,802 shares 25,802 $653K 0.02% -171 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: 1,783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,286 shares; 2025Q3: 4,433 shares; 2025Q4: 4,510 shares; 2026Q1: 4,309 shares 4,309 $652K 0.02% -201 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 7,224 shares; 2025Q1: 6,860 shares; 2025Q2: 6,476 shares; 2025Q3: 9,042 shares; 2025Q4: 8,846 shares; 2026Q1: 7,812 shares 7,812 $646K 0.02% -1,034 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,268 shares; 2025Q2: 133,093 shares; 2025Q3: 33,218 shares; 2025Q4: 65,478 shares; 2026Q1: 64,438 shares 64,438 $645K 0.02% -1,040 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: 8,566 shares; 2024Q4: 6,659 shares; 2025Q1: 6,346 shares; 2025Q2: 7,640 shares; 2025Q3: 5,425 shares; 2025Q4: 4,193 shares; 2026Q1: 4,369 shares 4,369 $641K 0.02% +176 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,837 shares; 2026Q1: 17,553 shares 17,553 $639K 0.02% +1,716 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: not reported; 2024Q4: not reported; 2025Q1: 24,462 shares; 2025Q2: 110,578 shares; 2025Q3: 117,479 shares; 2025Q4: 9,132 shares; 2026Q1: 12,668 shares 12,668 $633K 0.02% +3,536 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,923 shares; 2024Q4: 26,734 shares; 2025Q1: 23,501 shares; 2025Q2: 28,435 shares; 2025Q3: 29,289 shares; 2025Q4: 29,154 shares; 2026Q1: 26,512 shares 26,512 $631K 0.02% -2,642 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: 3,082 shares; 2024Q4: not reported; 2025Q1: 9,073 shares; 2025Q2: 8,454 shares; 2025Q3: 8,308 shares; 2025Q4: 8,098 shares; 2026Q1: 8,050 shares 8,050 $631K 0.02% -48 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,112 shares; 2025Q2: 45,168 shares; 2025Q3: 12,180 shares; 2025Q4: 12,284 shares; 2026Q1: 11,870 shares 11,870 $630K 0.02% -414 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares 2,014 $629K 0.02% 0 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: 587 shares; 2024Q4: 693 shares; 2025Q1: 1,735 shares; 2025Q2: 1,879 shares; 2025Q3: 1,506 shares; 2025Q4: 1,473 shares; 2026Q1: 1,430 shares 1,430 $624K 0.02% -43 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: 2,472 shares; 2025Q3: 5,563 shares; 2025Q4: 4,901 shares; 2026Q1: 5,003 shares 5,003 $606K 0.02% +102 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares; 2025Q3: 7,266 shares; 2025Q4: 8,577 shares; 2026Q1: 8,499 shares 8,499 $606K 0.02% -78 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: 1,758 shares; 2024Q4: not reported; 2025Q1: 2,577 shares; 2025Q2: 2,027 shares; 2025Q3: 2,814 shares; 2025Q4: 3,014 shares; 2026Q1: 2,894 shares 2,894 $605K 0.02% -120 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,265 shares; 2025Q1: 10,438 shares; 2025Q2: 10,317 shares; 2025Q3: 9,650 shares; 2025Q4: 9,377 shares; 2026Q1: 8,026 shares 8,026 $604K 0.02% -1,351 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,121 shares; 2024Q4: 18,228 shares; 2025Q1: 5,331 shares; 2025Q2: 4,778 shares; 2025Q3: 1,881 shares; 2025Q4: 2,118 shares; 2026Q1: 2,921 shares 2,921 $595K 0.02% +803 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: 4,130 shares; 2025Q2: 4,532 shares; 2025Q3: 5,141 shares; 2025Q4: 6,085 shares; 2026Q1: 9,633 shares 9,633 $589K 0.02% +3,548 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: 663 shares; 2024Q4: 749 shares; 2025Q1: 1,430 shares; 2025Q2: 1,489 shares; 2025Q3: 2,019 shares; 2025Q4: 2,025 shares; 2026Q1: 1,213 shares 1,213 $588K 0.02% -812 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 598 shares; 2025Q3: 743 shares; 2025Q4: 796 shares; 2026Q1: 1,088 shares 1,088 $587K 0.02% +292 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 8,552 shares; 2025Q1: 1,547 shares; 2025Q2: 5,951 shares; 2025Q3: 3,390 shares; 2025Q4: 2,940 shares; 2026Q1: 2,816 shares 2,816 $585K 0.02% -124 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,462 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,449 shares 9,449 $579K 0.02% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 50,444 shares; 2026Q1: 65,722 shares 65,722 $574K 0.02% +15,278 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: 15,879 shares; 2025Q1: 6,836 shares; 2025Q2: 5,994 shares; 2025Q3: 6,084 shares; 2025Q4: 6,046 shares; 2026Q1: 5,578 shares 5,578 $571K 0.02% -468 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,617 shares; 2024Q4: 16,020 shares; 2025Q1: 17,117 shares; 2025Q2: 16,387 shares; 2025Q3: 13,427 shares; 2025Q4: 13,536 shares; 2026Q1: 13,354 shares 13,354 $568K 0.02% -182 Timeline DFAX 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: 15,917 shares; 2024Q4: 14,876 shares; 2025Q1: 14,405 shares; 2025Q2: 15,052 shares; 2025Q3: 17,277 shares; 2025Q4: 16,962 shares; 2026Q1: 16,719 shares 16,719 $568K 0.02% -243 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: 16,397 shares; 2024Q4: 15,061 shares; 2025Q1: 14,552 shares; 2025Q2: 14,214 shares; 2025Q3: 15,484 shares; 2025Q4: 15,058 shares; 2026Q1: 14,329 shares 14,329 $557K 0.02% -729 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,625 shares; 2024Q4: 16,063 shares; 2025Q1: 17,808 shares; 2025Q2: 17,295 shares; 2025Q3: 14,854 shares; 2025Q4: 15,110 shares; 2026Q1: 14,462 shares 14,462 $556K 0.02% -648 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: 1,411 shares; 2024Q4: 1,188 shares; 2025Q1: 1,398 shares; 2025Q2: 1,867 shares; 2025Q3: 2,473 shares; 2025Q4: 2,383 shares; 2026Q1: 1,986 shares 1,986 $552K 0.02% -397 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 5,970 shares; 2025Q1: 4,774 shares; 2025Q2: 3,346 shares; 2025Q3: 3,202 shares; 2025Q4: 3,398 shares; 2026Q1: 3,359 shares 3,359 $551K 0.02% -39 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 12,147 shares; 2025Q1: 12,651 shares; 2025Q2: 12,629 shares; 2025Q3: 7,526 shares; 2025Q4: 6,137 shares; 2026Q1: 4,036 shares 4,036 $549K 0.02% -2,101 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,747 shares; 2024Q4: 14,024 shares; 2025Q1: 19,100 shares; 2025Q2: 22,466 shares; 2025Q3: 21,416 shares; 2025Q4: 20,196 shares; 2026Q1: 16,484 shares 16,484 $546K 0.02% -3,712 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,913 shares; 2024Q4: 15,787 shares; 2025Q1: 11,690 shares; 2025Q2: 14,175 shares; 2025Q3: 16,555 shares; 2025Q4: 9,981 shares; 2026Q1: 10,055 shares 10,055 $544K 0.02% +74 Timeline SRLN 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: 5,024 shares; 2024Q4: 5,092 shares; 2025Q1: 7,516 shares; 2025Q2: 7,440 shares; 2025Q3: 9,864 shares; 2025Q4: 11,590 shares; 2026Q1: 13,542 shares 13,542 $544K 0.02% +1,952 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 7,820 shares; 2025Q1: 16,662 shares; 2025Q2: 16,904 shares; 2025Q3: 17,392 shares; 2025Q4: 10,677 shares; 2026Q1: 11,429 shares 11,429 $543K 0.02% +752 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,498 shares; 2025Q1: 14,903 shares; 2025Q2: 11,409 shares; 2025Q3: 9,940 shares; 2025Q4: 9,576 shares; 2026Q1: 9,548 shares 9,548 $542K 0.02% -28 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: 2,082 shares; 2025Q2: 1,890 shares; 2025Q3: 1,799 shares; 2025Q4: 1,924 shares; 2026Q1: 2,263 shares 2,263 $542K 0.02% +339 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: 3,733 shares; 2024Q4: 4,395 shares; 2025Q1: 6,588 shares; 2025Q2: 6,480 shares; 2025Q3: 12,249 shares; 2025Q4: 10,192 shares; 2026Q1: 10,120 shares 10,120 $539K 0.02% -72 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 15,145 shares; 2025Q4: 24,202 shares; 2026Q1: 34,243 shares 34,243 $538K 0.02% +10,041 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,782 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,536 shares; 2025Q4: 9,564 shares; 2026Q1: 8,036 shares 8,036 $534K 0.02% -1,528 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 2,643 shares; 2026Q1: 4,840 shares 4,840 $530K 0.02% +2,197 Timeline SPAB 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: 41,242 shares; 2024Q4: 15,337 shares; 2025Q1: 21,169 shares; 2025Q2: 54,898 shares; 2025Q3: not reported; 2025Q4: 12,162 shares; 2026Q1: 20,617 shares 20,617 $528K 0.02% +8,455 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 22,112 shares; 2026Q1: 30,607 shares 30,607 $528K 0.02% +8,495 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: 10,849 shares; 2024Q4: 10,849 shares; 2025Q1: 10,849 shares; 2025Q2: 10,849 shares; 2025Q3: 10,849 shares; 2025Q4: 10,849 shares; 2026Q1: 10,849 shares 10,849 $526K 0.02% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,722 shares; 2025Q1: 3,268 shares; 2025Q2: 2,724 shares; 2025Q3: 2,501 shares; 2025Q4: 2,170 shares; 2026Q1: 1,862 shares 1,862 $524K 0.02% -308 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,621 shares; 2024Q4: 15,985 shares; 2025Q1: 29,130 shares; 2025Q2: 31,998 shares; 2025Q3: 32,737 shares; 2025Q4: 22,113 shares; 2026Q1: 22,668 shares 22,668 $524K 0.02% +555 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly 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: 17,190 shares; 2025Q4: 17,428 shares; 2026Q1: 17,187 shares 17,187 $524K 0.02% -241 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: 1,356 shares; 2024Q4: 1,409 shares; 2025Q1: 4,175 shares; 2025Q2: 3,922 shares; 2025Q3: 3,781 shares; 2025Q4: 3,548 shares; 2026Q1: 3,035 shares 3,035 $520K 0.02% -513 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: 9,155 shares; 2026Q1: 9,115 shares 9,115 $519K 0.02% -40 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: 1,417 shares; 2025Q2: 1,539 shares; 2025Q3: 2,516 shares; 2025Q4: 2,547 shares; 2026Q1: 2,517 shares 2,517 $519K 0.02% -30 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,657 shares; 2025Q3: 7,239 shares; 2025Q4: 4,339 shares; 2026Q1: 6,193 shares 6,193 $518K 0.02% +1,854 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 4,416 shares; 2025Q3: 4,934 shares; 2025Q4: 5,111 shares; 2026Q1: 4,119 shares 4,119 $518K 0.02% -992 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,677 shares; 2025Q1: 3,324 shares; 2025Q2: 2,469 shares; 2025Q3: 2,447 shares; 2025Q4: 2,714 shares; 2026Q1: 2,757 shares 2,757 $514K 0.02% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,875 shares; 2026Q1: 13,128 shares 13,128 $512K 0.02% +3,253 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,262 shares; 2025Q1: 4,145 shares; 2025Q2: 4,166 shares; 2025Q3: 4,861 shares; 2025Q4: 4,900 shares; 2026Q1: 3,755 shares 3,755 $509K 0.02% -1,145 Timeline