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: restricted; 2024Q4: 153,325 shares; 2025Q1: 152,766 shares; 2025Q2: 154,959 shares; 2025Q3: 146,544 shares; 2025Q4: 132,796 shares; 2026Q1: 126,728 shares 126,728 $22.1M 6.65% -6,068 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: restricted; 2024Q4: 75,373 shares; 2025Q1: 76,008 shares; 2025Q2: 75,533 shares; 2025Q3: 74,864 shares; 2025Q4: 72,165 shares; 2026Q1: 67,986 shares 67,986 $17.3M 5.19% -4,179 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: restricted; 2024Q4: 34,505 shares; 2025Q1: 33,755 shares; 2025Q2: 33,576 shares; 2025Q3: 33,754 shares; 2025Q4: 32,628 shares; 2026Q1: 34,069 shares 34,069 $10.9M 3.29% +1,441 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: restricted; 2024Q4: 24,212 shares; 2025Q1: 23,748 shares; 2025Q2: 23,947 shares; 2025Q3: 23,919 shares; 2025Q4: 23,494 shares; 2026Q1: 23,172 shares 23,172 $8.58M 2.58% -322 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: restricted; 2024Q4: 34,491 shares; 2025Q1: 34,716 shares; 2025Q2: 34,544 shares; 2025Q3: 34,518 shares; 2025Q4: 32,763 shares; 2026Q1: 32,132 shares 32,132 $7.85M 2.36% -631 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: restricted; 2024Q4: 45,166 shares; 2025Q1: 45,359 shares; 2025Q2: 45,336 shares; 2025Q3: 45,312 shares; 2025Q4: 42,321 shares; 2026Q1: 42,349 shares 42,349 $7.18M 2.16% +28 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: restricted; 2024Q4: 24,930 shares; 2025Q1: 24,890 shares; 2025Q2: 25,034 shares; 2025Q3: 24,968 shares; 2025Q4: 24,092 shares; 2026Q1: 24,152 shares 24,152 $7.1M 2.14% +60 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: restricted; 2024Q4: 30,534 shares; 2025Q1: 30,428 shares; 2025Q2: 30,494 shares; 2025Q3: 30,459 shares; 2025Q4: 30,367 shares; 2026Q1: 30,087 shares 30,087 $6.54M 1.97% -280 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: restricted; 2024Q4: 21,031 shares; 2025Q1: 20,888 shares; 2025Q2: 21,219 shares; 2025Q3: 21,139 shares; 2025Q4: 20,592 shares; 2026Q1: 19,872 shares 19,872 $5.7M 1.72% -720 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: restricted; 2024Q4: 27,249 shares; 2025Q1: 28,019 shares; 2025Q2: 27,972 shares; 2025Q3: 27,961 shares; 2025Q4: 27,602 shares; 2026Q1: 26,604 shares 26,604 $5.54M 1.67% -998 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: restricted; 2024Q4: 8,726 shares; 2025Q1: 8,810 shares; 2025Q2: 8,856 shares; 2025Q3: 8,904 shares; 2025Q4: 8,898 shares; 2026Q1: 8,479 shares 8,479 $5.51M 1.66% -419 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: restricted; 2024Q4: 23,870 shares; 2025Q1: 24,093 shares; 2025Q2: 24,016 shares; 2025Q3: 24,038 shares; 2025Q4: 24,776 shares; 2026Q1: 24,119 shares 24,119 $4.99M 1.5% -657 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: restricted; 2024Q4: 4,634 shares; 2025Q1: 4,638 shares; 2025Q2: 4,550 shares; 2025Q3: 4,553 shares; 2025Q4: 4,620 shares; 2026Q1: 4,844 shares 4,844 $4.83M 1.45% +224 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: restricted; 2024Q4: 7,046 shares; 2025Q1: 7,613 shares; 2025Q2: 7,504 shares; 2025Q3: 7,474 shares; 2025Q4: 7,465 shares; 2026Q1: 7,309 shares 7,309 $4.77M 1.44% -156 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,215 shares; 2025Q1: 28,331 shares; 2025Q2: 27,953 shares; 2025Q3: 27,960 shares; 2025Q4: 27,690 shares; 2026Q1: 28,029 shares 28,029 $4.48M 1.35% +339 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: restricted; 2024Q4: 10,832 shares; 2025Q1: 10,774 shares; 2025Q2: 10,598 shares; 2025Q3: 10,547 shares; 2025Q4: 10,563 shares; 2026Q1: 10,475 shares 10,475 $4.47M 1.34% -88 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: restricted; 2024Q4: 32,317 shares; 2025Q1: 32,422 shares; 2025Q2: 32,487 shares; 2025Q3: 32,393 shares; 2025Q4: 31,251 shares; 2026Q1: 30,798 shares 30,798 $4.45M 1.34% -453 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,784 shares; 2025Q1: 33,754 shares; 2025Q2: 33,708 shares; 2025Q3: 33,456 shares; 2025Q4: 33,301 shares; 2026Q1: 32,901 shares 32,901 $4.22M 1.27% -400 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: restricted; 2024Q4: 20,793 shares; 2025Q1: 20,626 shares; 2025Q2: 20,635 shares; 2025Q3: 20,343 shares; 2025Q4: 20,257 shares; 2026Q1: 20,081 shares 20,081 $3.81M 1.15% -176 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: restricted; 2024Q4: 25,215 shares; 2025Q1: 24,038 shares; 2025Q2: 23,977 shares; 2025Q3: 23,914 shares; 2025Q4: 24,023 shares; 2026Q1: 24,361 shares 24,361 $3.78M 1.14% +338 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: restricted; 2024Q4: 12,247 shares; 2025Q1: 12,146 shares; 2025Q2: 12,189 shares; 2025Q3: 12,138 shares; 2025Q4: 10,914 shares; 2026Q1: 11,007 shares 11,007 $3.62M 1.09% +93 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: restricted; 2024Q4: 5,864 shares; 2025Q1: 5,877 shares; 2025Q2: 5,925 shares; 2025Q3: 5,994 shares; 2025Q4: 5,852 shares; 2026Q1: 5,969 shares 5,969 $3.42M 1.03% +117 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: restricted; 2024Q4: 5,341 shares; 2025Q1: 5,276 shares; 2025Q2: 5,119 shares; 2025Q3: 4,987 shares; 2025Q4: 4,939 shares; 2026Q1: 4,801 shares 4,801 $3.4M 1.02% -138 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: restricted; 2024Q4: 12,229 shares; 2025Q1: 12,240 shares; 2025Q2: 12,280 shares; 2025Q3: 12,306 shares; 2025Q4: 12,604 shares; 2026Q1: 11,602 shares 11,602 $3.34M 1% -1,002 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: restricted; 2024Q4: 6,801 shares; 2025Q1: 6,739 shares; 2025Q2: 6,748 shares; 2025Q3: 6,689 shares; 2025Q4: 6,360 shares; 2026Q1: 6,764 shares 6,764 $3.24M 0.98% +404 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,406 shares; 2025Q1: 10,313 shares; 2025Q2: 10,343 shares; 2025Q3: 10,345 shares; 2025Q4: 10,347 shares; 2026Q1: 10,302 shares 10,302 $3.23M 0.97% -45 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: restricted; 2024Q4: 8,379 shares; 2025Q1: 8,314 shares; 2025Q2: 8,389 shares; 2025Q3: 9,203 shares; 2025Q4: 9,153 shares; 2026Q1: 9,099 shares 9,099 $3.11M 0.94% -54 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: restricted; 2024Q4: 20,699 shares; 2025Q1: 20,611 shares; 2025Q2: 20,778 shares; 2025Q3: 20,686 shares; 2025Q4: 20,665 shares; 2026Q1: 20,243 shares 20,243 $2.95M 0.89% -422 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: restricted; 2024Q4: 28,132 shares; 2025Q1: 28,133 shares; 2025Q2: 27,481 shares; 2025Q3: 26,984 shares; 2025Q4: 26,636 shares; 2026Q1: 25,288 shares 25,288 $2.86M 0.86% -1,348 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: restricted; 2024Q4: 5,208 shares; 2025Q1: 5,205 shares; 2025Q2: 5,226 shares; 2025Q3: 5,235 shares; 2025Q4: 5,242 shares; 2026Q1: 5,164 shares 5,164 $2.78M 0.84% -78 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: restricted; 2024Q4: 26,334 shares; 2025Q1: 26,109 shares; 2025Q2: 26,554 shares; 2025Q3: 26,554 shares; 2025Q4: 26,591 shares; 2026Q1: 26,811 shares 26,811 $2.6M 0.78% +220 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: restricted; 2024Q4: 12,748 shares; 2025Q1: 12,696 shares; 2025Q2: 12,319 shares; 2025Q3: 13,286 shares; 2025Q4: 13,299 shares; 2026Q1: 13,144 shares 13,144 $2.58M 0.78% -155 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: restricted; 2024Q4: 12,339 shares; 2025Q1: 12,299 shares; 2025Q2: 12,150 shares; 2025Q3: 12,121 shares; 2025Q4: 12,135 shares; 2026Q1: 11,994 shares 11,994 $2.56M 0.77% -141 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,871 shares; 2025Q1: 8,888 shares; 2025Q2: 8,923 shares; 2025Q3: 8,990 shares; 2025Q4: 8,513 shares; 2026Q1: 8,516 shares 8,516 $2.42M 0.73% +3 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: restricted; 2024Q4: 40,964 shares; 2025Q1: 40,545 shares; 2025Q2: 41,445 shares; 2025Q3: 41,438 shares; 2025Q4: 41,433 shares; 2026Q1: 42,165 shares 42,165 $2.39M 0.72% +732 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: restricted; 2024Q4: 3,579 shares; 2025Q1: 3,680 shares; 2025Q2: 4,018 shares; 2025Q3: 4,051 shares; 2025Q4: 4,098 shares; 2026Q1: 4,090 shares 4,090 $2.36M 0.71% -8 Timeline NOBL 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: restricted; 2024Q4: 24,076 shares; 2025Q1: 23,922 shares; 2025Q2: 24,072 shares; 2025Q3: 23,269 shares; 2025Q4: 22,537 shares; 2026Q1: 21,975 shares 21,975 $2.33M 0.7% -562 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: restricted; 2024Q4: 72,917 shares; 2025Q1: 76,803 shares; 2025Q2: 79,732 shares; 2025Q3: 78,470 shares; 2025Q4: 80,527 shares; 2026Q1: 81,093 shares 81,093 $2.28M 0.69% +566 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,670 shares; 2025Q1: 10,640 shares; 2025Q2: 10,629 shares; 2025Q3: 10,693 shares; 2025Q4: 10,821 shares; 2026Q1: 10,621 shares 10,621 $2.21M 0.67% -200 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: restricted; 2024Q4: 20,761 shares; 2025Q1: 20,702 shares; 2025Q2: 20,587 shares; 2025Q3: 20,485 shares; 2025Q4: 20,461 shares; 2026Q1: 20,288 shares 20,288 $2.08M 0.63% -173 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: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,477 shares; 2025Q2: 2,496 shares; 2025Q3: 2,497 shares; 2025Q4: 2,373 shares; 2026Q1: 2,359 shares 2,359 $2.06M 0.62% -14 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: restricted; 2024Q4: 19,765 shares; 2025Q1: 19,283 shares; 2025Q2: 18,812 shares; 2025Q3: 18,687 shares; 2025Q4: 18,735 shares; 2026Q1: 16,345 shares 16,345 $2.03M 0.61% -2,390 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,974 shares 50,974 $1.98M 0.6% new 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: restricted; 2024Q4: 16,281 shares; 2025Q1: 15,995 shares; 2025Q2: 16,138 shares; 2025Q3: 16,196 shares; 2025Q4: 16,204 shares; 2026Q1: 16,215 shares 16,215 $1.95M 0.59% +11 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: restricted; 2024Q4: 16,118 shares; 2025Q1: 15,929 shares; 2025Q2: 15,850 shares; 2025Q3: 15,762 shares; 2025Q4: 16,411 shares; 2026Q1: 20,222 shares 20,222 $1.93M 0.58% +3,811 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: restricted; 2024Q4: 38,590 shares; 2025Q1: 38,898 shares; 2025Q2: 40,445 shares; 2025Q3: 39,713 shares; 2025Q4: 38,984 shares; 2026Q1: 39,003 shares 39,003 $1.9M 0.57% +19 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: restricted; 2024Q4: 19,984 shares; 2025Q1: 19,979 shares; 2025Q2: 20,111 shares; 2025Q3: 20,202 shares; 2025Q4: 19,134 shares; 2026Q1: 19,672 shares 19,672 $1.9M 0.57% +538 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: restricted; 2024Q4: 11,444 shares; 2025Q1: 11,485 shares; 2025Q2: 11,027 shares; 2025Q3: 10,663 shares; 2025Q4: 10,971 shares; 2026Q1: 9,719 shares 9,719 $1.87M 0.56% -1,252 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: restricted; 2024Q4: 1,903 shares; 2025Q1: 1,918 shares; 2025Q2: 1,938 shares; 2025Q3: 1,969 shares; 2025Q4: 1,975 shares; 2026Q1: 2,005 shares 2,005 $1.84M 0.56% +30 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,575 shares; 2025Q1: 19,575 shares; 2025Q2: 39,150 shares; 2025Q3: 39,150 shares; 2025Q4: 39,150 shares; 2026Q1: 31,650 shares 31,650 $1.8M 0.54% -7,500 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: restricted; 2024Q4: 1,901 shares; 2025Q1: 1,899 shares; 2025Q2: 1,847 shares; 2025Q3: 1,851 shares; 2025Q4: 18,445 shares; 2026Q1: 18,720 shares 18,720 $1.8M 0.54% +275 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: restricted; 2024Q4: 11,158 shares; 2025Q1: 11,184 shares; 2025Q2: 11,373 shares; 2025Q3: 11,314 shares; 2025Q4: 11,255 shares; 2026Q1: 12,101 shares 12,101 $1.78M 0.54% +846 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: restricted; 2024Q4: 23,631 shares; 2025Q1: 22,700 shares; 2025Q2: 22,683 shares; 2025Q3: 22,911 shares; 2025Q4: 22,513 shares; 2026Q1: 23,369 shares 23,369 $1.76M 0.53% +856 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: restricted; 2024Q4: 62,013 shares; 2025Q1: 62,694 shares; 2025Q2: 59,184 shares; 2025Q3: 58,765 shares; 2025Q4: 58,881 shares; 2026Q1: 60,343 shares 60,343 $1.75M 0.53% +1,462 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,338 shares; 2025Q1: 36,892 shares; 2025Q2: 36,822 shares; 2025Q3: 36,391 shares; 2025Q4: 36,721 shares; 2026Q1: 36,555 shares 36,555 $1.72M 0.52% -166 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,503 shares; 2025Q1: 8,847 shares; 2025Q2: 8,847 shares; 2025Q3: 8,827 shares; 2025Q4: 8,301 shares; 2026Q1: 8,326 shares 8,326 $1.72M 0.52% +25 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: restricted; 2024Q4: 8,532 shares; 2025Q1: 8,540 shares; 2025Q2: 8,538 shares; 2025Q3: 8,553 shares; 2025Q4: 8,257 shares; 2026Q1: 8,183 shares 8,183 $1.66M 0.5% -74 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: restricted; 2024Q4: 41,632 shares; 2025Q1: 41,746 shares; 2025Q2: 38,751 shares; 2025Q3: 38,104 shares; 2025Q4: 37,719 shares; 2026Q1: 37,613 shares 37,613 $1.66M 0.5% -106 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: restricted; 2024Q4: 7,000 shares; 2025Q1: 7,008 shares; 2025Q2: 7,009 shares; 2025Q3: 7,026 shares; 2025Q4: 6,713 shares; 2026Q1: 6,704 shares 6,704 $1.63M 0.49% -9 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: restricted; 2024Q4: 21,770 shares; 2025Q1: 21,887 shares; 2025Q2: 21,991 shares; 2025Q3: 22,015 shares; 2025Q4: 20,773 shares; 2026Q1: 20,629 shares 20,629 $1.6M 0.48% -144 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: restricted; 2024Q4: 11,746 shares; 2025Q1: 11,781 shares; 2025Q2: 11,802 shares; 2025Q3: 11,807 shares; 2025Q4: 11,609 shares; 2026Q1: 11,609 shares 11,609 $1.52M 0.46% 0 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: restricted; 2024Q4: 5,288 shares; 2025Q1: 5,185 shares; 2025Q2: 5,231 shares; 2025Q3: 5,145 shares; 2025Q4: 5,292 shares; 2026Q1: 5,013 shares 5,013 $1.52M 0.46% -279 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: restricted; 2024Q4: 21,024 shares; 2025Q1: 20,383 shares; 2025Q2: 20,050 shares; 2025Q3: 19,683 shares; 2025Q4: 19,781 shares; 2026Q1: 19,821 shares 19,821 $1.51M 0.45% +40 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: restricted; 2024Q4: 5,755 shares; 2025Q1: 5,776 shares; 2025Q2: 5,662 shares; 2025Q3: 5,791 shares; 2025Q4: 5,794 shares; 2026Q1: 5,938 shares 5,938 $1.44M 0.43% +144 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: restricted; 2024Q4: 16,265 shares; 2025Q1: 15,711 shares; 2025Q2: 15,489 shares; 2025Q3: 15,297 shares; 2025Q4: 14,710 shares; 2026Q1: 14,680 shares 14,680 $1.43M 0.43% -30 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,242 shares; 2025Q1: 21,601 shares; 2025Q2: 21,572 shares; 2025Q3: 20,779 shares; 2025Q4: 20,217 shares; 2026Q1: 20,024 shares 20,024 $1.41M 0.42% -193 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: restricted; 2024Q4: 7,097 shares; 2025Q1: 7,115 shares; 2025Q2: 7,162 shares; 2025Q3: 7,406 shares; 2025Q4: 7,395 shares; 2026Q1: 7,513 shares 7,513 $1.4M 0.42% +118 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: restricted; 2024Q4: 6,486 shares; 2025Q1: 6,494 shares; 2025Q2: 6,444 shares; 2025Q3: 6,507 shares; 2025Q4: 4,587 shares; 2026Q1: 4,484 shares 4,484 $1.39M 0.42% -103 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: restricted; 2024Q4: 13,661 shares; 2025Q1: 13,838 shares; 2025Q2: 13,860 shares; 2025Q3: 14,608 shares; 2025Q4: 14,820 shares; 2026Q1: 14,852 shares 14,852 $1.38M 0.42% +32 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,409 shares; 2025Q1: 27,140 shares; 2025Q2: 27,133 shares; 2025Q3: 26,239 shares; 2025Q4: 26,150 shares; 2026Q1: 26,058 shares 26,058 $1.36M 0.41% -92 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: restricted; 2024Q4: 6,740 shares; 2025Q1: 6,450 shares; 2025Q2: 6,498 shares; 2025Q3: 6,520 shares; 2025Q4: 6,516 shares; 2026Q1: 6,609 shares 6,609 $1.32M 0.4% +93 Timeline REGL 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: restricted; 2024Q4: 15,873 shares; 2025Q1: 15,898 shares; 2025Q2: 15,958 shares; 2025Q3: 16,170 shares; 2025Q4: 14,852 shares; 2026Q1: 14,736 shares 14,736 $1.27M 0.38% -116 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: restricted; 2024Q4: 4,256 shares; 2025Q1: 4,272 shares; 2025Q2: 4,262 shares; 2025Q3: 4,204 shares; 2025Q4: 4,205 shares; 2026Q1: 4,196 shares 4,196 $1.27M 0.38% -9 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: restricted; 2024Q4: 710 shares; 2025Q1: 707 shares; 2025Q2: 10,665 shares; 2025Q3: 10,920 shares; 2025Q4: 10,546 shares; 2026Q1: 13,509 shares 13,509 $1.25M 0.38% +2,963 Timeline RWR 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: restricted; 2024Q4: 12,164 shares; 2025Q1: 12,169 shares; 2025Q2: 12,145 shares; 2025Q3: 12,152 shares; 2025Q4: 12,161 shares; 2026Q1: 12,063 shares 12,063 $1.22M 0.37% -98 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: restricted; 2024Q4: 10,759 shares; 2025Q1: 10,793 shares; 2025Q2: 10,404 shares; 2025Q3: 10,148 shares; 2025Q4: 9,193 shares; 2026Q1: 9,232 shares 9,232 $1.21M 0.36% +39 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,857 shares; 2025Q1: 3,865 shares; 2025Q2: 4,029 shares; 2025Q3: 13,051 shares; 2025Q4: 14,371 shares; 2026Q1: 14,648 shares 14,648 $1.18M 0.36% +277 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: restricted; 2024Q4: 1,423 shares; 2025Q1: 1,300 shares; 2025Q2: 1,308 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 1,304 shares 1,304 $1.17M 0.35% -5 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,360 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,450 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $1.13M 0.34% 0 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: restricted; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,158 shares; 2025Q3: 2,164 shares; 2025Q4: 2,159 shares; 2026Q1: 2,216 shares 2,216 $1.11M 0.33% +57 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: restricted; 2024Q4: 2,702 shares; 2025Q1: 2,714 shares; 2025Q2: 2,759 shares; 2025Q3: 2,801 shares; 2025Q4: 2,967 shares; 2026Q1: 2,908 shares 2,908 $1.08M 0.33% -59 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: restricted; 2024Q4: 7,055 shares; 2025Q1: 6,916 shares; 2025Q2: 8,380 shares; 2025Q3: 8,349 shares; 2025Q4: 10,065 shares; 2026Q1: 8,893 shares 8,893 $1.08M 0.32% -1,172 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: restricted; 2024Q4: 3,136 shares; 2025Q1: 3,248 shares; 2025Q2: 3,243 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,334 shares 3,334 $1.07M 0.32% +59 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: restricted; 2024Q4: 24,602 shares; 2025Q1: 26,228 shares; 2025Q2: 25,887 shares; 2025Q3: 25,624 shares; 2025Q4: 23,914 shares; 2026Q1: 21,026 shares 21,026 $1.06M 0.32% -2,888 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: restricted; 2024Q4: 4,393 shares; 2025Q1: 4,320 shares; 2025Q2: 4,321 shares; 2025Q3: 4,320 shares; 2025Q4: 4,245 shares; 2026Q1: 4,246 shares 4,246 $1.05M 0.32% +1 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: restricted; 2024Q4: 1,068 shares; 2025Q1: 1,070 shares; 2025Q2: 1,074 shares; 2025Q3: 1,078 shares; 2025Q4: 1,081 shares; 2026Q1: 1,086 shares 1,086 $1.04M 0.31% +5 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: restricted; 2024Q4: 434 shares; 2025Q1: 609 shares; 2025Q2: 804 shares; 2025Q3: 890 shares; 2025Q4: 812 shares; 2026Q1: 788 shares 788 $1.04M 0.31% -24 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,179 shares; 2025Q1: 2,454 shares; 2025Q2: 3,046 shares; 2025Q3: 4,727 shares; 2025Q4: 5,332 shares; 2026Q1: 5,335 shares 5,335 $1.02M 0.31% +3 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: restricted; 2024Q4: 4,002 shares; 2025Q1: 4,005 shares; 2025Q2: 4,014 shares; 2025Q3: 4,021 shares; 2025Q4: 3,964 shares; 2026Q1: 3,763 shares 3,763 $979K 0.29% -201 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,755 shares; 2025Q1: 6,710 shares; 2025Q2: 12,389 shares; 2025Q3: 12,263 shares; 2025Q4: 12,268 shares; 2026Q1: 12,142 shares 12,142 $962K 0.29% -126 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: restricted; 2024Q4: 5,608 shares; 2025Q1: 5,641 shares; 2025Q2: 5,607 shares; 2025Q3: 5,616 shares; 2025Q4: 4,623 shares; 2026Q1: 4,625 shares 4,625 $962K 0.29% +2 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: restricted; 2024Q4: 12,996 shares; 2025Q1: 12,997 shares; 2025Q2: 13,086 shares; 2025Q3: 13,035 shares; 2025Q4: 13,279 shares; 2026Q1: 13,281 shares 13,281 $961K 0.29% +2 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,628 shares; 2025Q1: 9,599 shares; 2025Q2: 9,960 shares; 2025Q3: 9,703 shares; 2025Q4: 9,697 shares; 2026Q1: 9,550 shares 9,550 $961K 0.29% -147 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: restricted; 2024Q4: 28,509 shares; 2025Q1: 27,717 shares; 2025Q2: 28,757 shares; 2025Q3: 27,893 shares; 2025Q4: 31,324 shares; 2026Q1: 32,469 shares 32,469 $932K 0.28% +1,145 Timeline WTV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,399 shares; 2026Q1: 9,596 shares 9,596 $909K 0.27% +197 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: restricted; 2024Q4: 1,062 shares; 2025Q1: 1,711 shares; 2025Q2: 2,235 shares; 2025Q3: 2,461 shares; 2025Q4: 2,513 shares; 2026Q1: 2,513 shares 2,513 $849K 0.26% 0 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: restricted; 2024Q4: 16,559 shares; 2025Q1: 16,238 shares; 2025Q2: 16,178 shares; 2025Q3: 16,163 shares; 2025Q4: 13,474 shares; 2026Q1: 13,473 shares 13,473 $817K 0.25% -1 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,130 shares; 2025Q1: 2,205 shares; 2025Q2: 2,205 shares; 2025Q3: 2,255 shares; 2025Q4: 2,292 shares; 2026Q1: 2,342 shares 2,342 $809K 0.24% +50 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,778 shares; 2025Q1: 20,800 shares; 2025Q2: 19,579 shares; 2025Q3: 19,599 shares; 2025Q4: 19,621 shares; 2026Q1: 20,461 shares 20,461 $804K 0.24% +840 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: restricted; 2024Q4: 4,178 shares; 2025Q1: 4,879 shares; 2025Q2: 4,905 shares; 2025Q3: 5,299 shares; 2025Q4: 5,288 shares; 2026Q1: 5,443 shares 5,443 $796K 0.24% +155 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: restricted; 2024Q4: 4,802 shares; 2025Q1: 4,806 shares; 2025Q2: 4,447 shares; 2025Q3: 4,260 shares; 2025Q4: 4,255 shares; 2026Q1: 4,215 shares 4,215 $777K 0.23% -40 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,680 shares; 2025Q1: 6,538 shares; 2025Q2: 7,085 shares; 2025Q3: 7,000 shares; 2025Q4: 7,020 shares; 2026Q1: 6,811 shares 6,811 $752K 0.23% -209 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,311 shares; 2025Q1: 8,313 shares; 2025Q2: 8,198 shares; 2025Q3: 7,990 shares; 2025Q4: 7,995 shares; 2026Q1: 7,895 shares 7,895 $747K 0.22% -100 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,377 shares; 2025Q1: 32,136 shares; 2025Q2: 28,245 shares; 2025Q3: 30,205 shares; 2025Q4: 28,228 shares; 2026Q1: 28,228 shares 28,228 $746K 0.22% 0 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: restricted; 2024Q4: 5,942 shares; 2025Q1: 5,609 shares; 2025Q2: 4,881 shares; 2025Q3: 4,779 shares; 2025Q4: 4,779 shares; 2026Q1: 4,432 shares 4,432 $733K 0.22% -347 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: restricted; 2024Q4: 12,448 shares; 2025Q1: 12,432 shares; 2025Q2: 13,581 shares; 2025Q3: 13,599 shares; 2025Q4: 13,615 shares; 2026Q1: 13,311 shares 13,311 $719K 0.22% -304 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,921 shares; 2025Q1: 10,473 shares; 2025Q2: 10,356 shares; 2025Q3: 10,206 shares; 2025Q4: 10,593 shares; 2026Q1: 10,546 shares 10,546 $718K 0.22% -47 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.22% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,196 shares; 2025Q1: 6,177 shares; 2025Q2: 6,634 shares; 2025Q3: 10,055 shares; 2025Q4: 10,055 shares; 2026Q1: 11,130 shares 11,130 $713K 0.21% +1,075 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: restricted; 2024Q4: 4,807 shares; 2025Q1: 4,757 shares; 2025Q2: 4,751 shares; 2025Q3: 4,755 shares; 2025Q4: 4,613 shares; 2026Q1: 4,615 shares 4,615 $670K 0.2% +2 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: restricted; 2024Q4: 2,773 shares; 2025Q1: 2,652 shares; 2025Q2: 2,603 shares; 2025Q3: 2,563 shares; 2025Q4: 2,805 shares; 2026Q1: 3,004 shares 3,004 $634K 0.19% +199 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: restricted; 2024Q4: 3,463 shares; 2025Q1: 2,872 shares; 2025Q2: 2,956 shares; 2025Q3: 3,092 shares; 2025Q4: 3,196 shares; 2026Q1: 3,305 shares 3,305 $627K 0.19% +109 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: restricted; 2024Q4: 5,663 shares; 2025Q1: 5,785 shares; 2025Q2: 6,031 shares; 2025Q3: 6,481 shares; 2025Q4: 6,864 shares; 2026Q1: 6,887 shares 6,887 $617K 0.19% +23 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,016 shares; 2025Q3: 2,996 shares; 2025Q4: 2,941 shares; 2026Q1: 2,935 shares 2,935 $612K 0.18% -6 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: restricted; 2024Q4: 2,004 shares; 2025Q1: 2,223 shares; 2025Q2: 2,241 shares; 2025Q3: 2,257 shares; 2025Q4: 2,401 shares; 2026Q1: 2,549 shares 2,549 $612K 0.18% +148 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 938 shares; 2025Q3: 898 shares; 2025Q4: 892 shares; 2026Q1: 1,071 shares 1,071 $602K 0.18% +179 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: restricted; 2024Q4: 1,235 shares; 2025Q1: 1,305 shares; 2025Q2: 1,660 shares; 2025Q3: 1,398 shares; 2025Q4: 1,718 shares; 2026Q1: 1,926 shares 1,926 $596K 0.18% +208 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: restricted; 2024Q4: 12,308 shares; 2025Q1: 11,429 shares; 2025Q2: 13,909 shares; 2025Q3: 11,444 shares; 2025Q4: 11,250 shares; 2026Q1: 11,449 shares 11,449 $595K 0.18% +199 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,131 shares; 2025Q1: 2,176 shares; 2025Q2: 2,172 shares; 2025Q3: 2,197 shares; 2025Q4: 2,187 shares; 2026Q1: 2,166 shares 2,166 $587K 0.18% -21 Timeline SLYG 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: restricted; 2024Q4: 6,177 shares; 2025Q1: 6,182 shares; 2025Q2: 6,216 shares; 2025Q3: 6,136 shares; 2025Q4: 6,139 shares; 2026Q1: 6,039 shares 6,039 $583K 0.18% -100 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,675 shares; 2025Q1: 25,704 shares; 2025Q2: 24,206 shares; 2025Q3: 22,434 shares; 2025Q4: 22,465 shares; 2026Q1: 22,271 shares 22,271 $576K 0.17% -194 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,867 shares; 2025Q1: 5,867 shares; 2025Q2: 5,893 shares; 2025Q3: 5,880 shares; 2025Q4: 5,933 shares; 2026Q1: 8,677 shares 8,677 $575K 0.17% +2,744 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,649 shares; 2025Q1: 7,026 shares; 2025Q2: 7,052 shares; 2025Q3: 7,099 shares; 2025Q4: 7,493 shares; 2026Q1: 7,799 shares 7,799 $566K 0.17% +306 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,144 shares; 2025Q1: 9,440 shares; 2025Q2: 9,420 shares; 2025Q3: 9,535 shares; 2025Q4: 9,607 shares; 2026Q1: 9,562 shares 9,562 $562K 0.17% -45 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: restricted; 2024Q4: 4,850 shares; 2025Q1: 4,922 shares; 2025Q2: 4,849 shares; 2025Q3: 5,031 shares; 2025Q4: 4,948 shares; 2026Q1: 4,935 shares 4,935 $560K 0.17% -13 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: restricted; 2024Q4: 6,057 shares; 2025Q1: 6,077 shares; 2025Q2: 12,206 shares; 2025Q3: 12,221 shares; 2025Q4: 12,209 shares; 2026Q1: 12,013 shares 12,013 $557K 0.17% -196 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: restricted; 2024Q4: 63,323 shares; 2025Q1: 49,857 shares; 2025Q2: 49,386 shares; 2025Q3: 49,414 shares; 2025Q4: 48,453 shares; 2026Q1: 47,435 shares 47,435 $547K 0.16% -1,018 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,351 shares; 2025Q1: 20,351 shares; 2025Q2: 20,351 shares; 2025Q3: 20,351 shares; 2025Q4: 20,351 shares; 2026Q1: 20,351 shares 20,351 $545K 0.16% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,952 shares; 2025Q1: 1,953 shares; 2025Q2: 1,965 shares; 2025Q3: 1,971 shares; 2025Q4: 1,243 shares; 2026Q1: 1,263 shares 1,263 $543K 0.16% +20 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 2,057 shares 2,057 $539K 0.16% +907 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $531K 0.16% 0 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: restricted; 2024Q4: 6,104 shares; 2025Q1: 6,177 shares; 2025Q2: 5,554 shares; 2025Q3: 5,393 shares; 2025Q4: 5,396 shares; 2026Q1: 5,427 shares 5,427 $524K 0.16% +31 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: restricted; 2024Q4: 2,670 shares; 2025Q1: 2,917 shares; 2025Q2: 2,832 shares; 2025Q3: 2,889 shares; 2025Q4: 2,866 shares; 2026Q1: 2,632 shares 2,632 $505K 0.15% -234 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: restricted; 2024Q4: 6,753 shares; 2025Q1: 6,803 shares; 2025Q2: 6,194 shares; 2025Q3: 6,229 shares; 2025Q4: 6,235 shares; 2026Q1: 6,255 shares 6,255 $498K 0.15% +20 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: restricted; 2024Q4: 6,247 shares; 2025Q1: 6,160 shares; 2025Q2: 6,201 shares; 2025Q3: 6,524 shares; 2025Q4: 6,524 shares; 2026Q1: 6,524 shares 6,524 $491K 0.15% 0 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: restricted; 2024Q4: 3,485 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,505 shares; 2025Q4: 3,508 shares; 2026Q1: 3,513 shares 3,513 $490K 0.15% +5 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,357 shares; 2025Q1: 45,581 shares; 2025Q2: 41,787 shares; 2025Q3: 43,787 shares; 2025Q4: 74,837 shares; 2026Q1: 80,177 shares 80,177 $480K 0.14% +5,340 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,464 shares; 2025Q1: 6,464 shares; 2025Q2: 5,959 shares; 2025Q3: 5,964 shares; 2025Q4: 5,924 shares; 2026Q1: 5,924 shares 5,924 $474K 0.14% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,987 shares; 2025Q1: 10,987 shares; 2025Q2: 11,703 shares; 2025Q3: 12,492 shares; 2025Q4: 12,492 shares; 2026Q1: 12,492 shares 12,492 $473K 0.14% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,301 shares; 2025Q1: 4,301 shares; 2025Q2: 4,691 shares; 2025Q3: 4,691 shares; 2025Q4: 4,691 shares; 2026Q1: 4,591 shares 4,591 $468K 0.14% -100 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: restricted; 2024Q4: 3,484 shares; 2025Q1: 3,489 shares; 2025Q2: 3,522 shares; 2025Q3: 3,440 shares; 2025Q4: 3,450 shares; 2026Q1: 3,572 shares 3,572 $460K 0.14% +122 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,620 shares; 2025Q4: 4,620 shares; 2026Q1: 4,620 shares 4,620 $459K 0.14% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,625 shares; 2025Q1: 10,625 shares; 2025Q2: 10,425 shares; 2025Q3: 10,425 shares; 2025Q4: 10,375 shares; 2026Q1: 10,075 shares 10,075 $454K 0.14% -300 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: restricted; 2024Q4: 5,226 shares; 2025Q1: 5,243 shares; 2025Q2: 5,152 shares; 2025Q3: 4,312 shares; 2025Q4: 4,244 shares; 2026Q1: 4,262 shares 4,262 $452K 0.14% +18 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,414 shares; 2025Q1: 1,422 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,365 shares; 2026Q1: 1,515 shares 1,515 $451K 0.14% +150 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: restricted; 2024Q4: 4,842 shares; 2025Q1: 4,842 shares; 2025Q2: 4,842 shares; 2025Q3: 4,842 shares; 2025Q4: 4,848 shares; 2026Q1: 4,848 shares 4,848 $451K 0.14% 0 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: restricted; 2024Q4: 1,968 shares; 2025Q1: 2,007 shares; 2025Q2: 2,348 shares; 2025Q3: 2,385 shares; 2025Q4: 2,272 shares; 2026Q1: 2,168 shares 2,168 $441K 0.13% -104 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,038 shares; 2025Q1: 13,025 shares; 2025Q2: 13,062 shares; 2025Q3: 13,049 shares; 2025Q4: 13,057 shares; 2026Q1: 13,072 shares 13,072 $438K 0.13% +15 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: restricted; 2024Q4: 3,381 shares; 2025Q1: 3,392 shares; 2025Q2: 3,359 shares; 2025Q3: 3,219 shares; 2025Q4: 3,227 shares; 2026Q1: 3,341 shares 3,341 $438K 0.13% +114 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,231 shares; 2025Q1: 4,297 shares; 2025Q2: 4,362 shares; 2025Q3: 4,403 shares; 2025Q4: 4,431 shares; 2026Q1: 4,444 shares 4,444 $430K 0.13% +13 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: restricted; 2024Q4: 8,530 shares; 2025Q1: 8,177 shares; 2025Q2: 6,938 shares; 2025Q3: 6,713 shares; 2025Q4: 6,278 shares; 2026Q1: 6,358 shares 6,358 $420K 0.13% +80 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,352 shares; 2025Q1: 6,315 shares; 2025Q2: 6,369 shares; 2025Q3: 6,485 shares; 2025Q4: 2,436 shares; 2026Q1: 2,370 shares 2,370 $411K 0.12% -66 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: restricted; 2024Q4: 4,358 shares; 2025Q1: 4,231 shares; 2025Q2: 4,321 shares; 2025Q3: 4,245 shares; 2025Q4: 4,373 shares; 2026Q1: 4,401 shares 4,401 $408K 0.12% +28 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $408K 0.12% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 531 shares; 2025Q1: 530 shares; 2025Q2: 547 shares; 2025Q3: 555 shares; 2025Q4: 549 shares; 2026Q1: 584 shares 584 $398K 0.12% +35 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $397K 0.12% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,278 shares; 2025Q1: 5,278 shares; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,311 shares; 2026Q1: 4,311 shares 4,311 $387K 0.12% 0 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: restricted; 2024Q4: 4,751 shares; 2025Q1: 4,893 shares; 2025Q2: 5,263 shares; 2025Q3: 5,043 shares; 2025Q4: 5,077 shares; 2026Q1: 5,353 shares 5,353 $384K 0.12% +276 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: restricted; 2024Q4: not reported; 2025Q1: 3,735 shares; 2025Q2: 3,736 shares; 2025Q3: 3,816 shares; 2025Q4: 4,801 shares; 2026Q1: 5,511 shares 5,511 $384K 0.12% +710 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: restricted; 2024Q4: 1,308 shares; 2025Q1: 1,310 shares; 2025Q2: 1,313 shares; 2025Q3: 1,314 shares; 2025Q4: 1,317 shares; 2026Q1: 1,315 shares 1,315 $382K 0.11% -2 Timeline IYF 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: restricted; 2024Q4: 3,311 shares; 2025Q1: 3,305 shares; 2025Q2: 3,315 shares; 2025Q3: 3,325 shares; 2025Q4: 3,339 shares; 2026Q1: 3,239 shares 3,239 $381K 0.11% -100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,462 shares; 2026Q1: 4,311 shares 4,311 $380K 0.11% -151 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,665 shares; 2025Q1: 2,661 shares; 2025Q2: 2,583 shares; 2025Q3: 2,585 shares; 2025Q4: 2,588 shares; 2026Q1: 2,588 shares 2,588 $374K 0.11% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,161 shares; 2025Q4: 38,613 shares; 2026Q1: 41,246 shares 41,246 $372K 0.11% +2,633 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: restricted; 2024Q4: 1,645 shares; 2025Q1: 1,650 shares; 2025Q2: 1,631 shares; 2025Q3: 1,546 shares; 2025Q4: 1,449 shares; 2026Q1: 1,644 shares 1,644 $372K 0.11% +195 Timeline FXZ 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: restricted; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 3,846 shares; 2025Q3: 3,799 shares; 2025Q4: 3,798 shares; 2026Q1: 4,819 shares 4,819 $367K 0.11% +1,021 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $367K 0.11% 0 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: restricted; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 433 shares; 2026Q1: 433 shares 433 $367K 0.11% 0 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: restricted; 2024Q4: 1,757 shares; 2025Q1: 1,768 shares; 2025Q2: 1,800 shares; 2025Q3: 1,915 shares; 2025Q4: 1,803 shares; 2026Q1: 1,817 shares 1,817 $360K 0.11% +14 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: restricted; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,200 shares; 2026Q1: 1,000 shares 1,000 $357K 0.11% -200 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,665 shares; 2025Q1: 2,651 shares; 2025Q2: 2,660 shares; 2025Q3: 2,669 shares; 2025Q4: 2,682 shares; 2026Q1: 2,689 shares 2,689 $356K 0.11% +7 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 5,200 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares 6,950 $344K 0.1% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,452 shares; 2025Q1: 8,427 shares; 2025Q2: 8,807 shares; 2025Q3: 8,762 shares; 2025Q4: 9,242 shares; 2026Q1: 7,392 shares 7,392 $334K 0.1% -1,850 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: restricted; 2024Q4: 2,398 shares; 2025Q1: 2,305 shares; 2025Q2: 2,315 shares; 2025Q3: 2,316 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares 2,121 $334K 0.1% 0 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: restricted; 2024Q4: 3,252 shares; 2025Q1: 2,550 shares; 2025Q2: 2,536 shares; 2025Q3: 2,343 shares; 2025Q4: 2,076 shares; 2026Q1: 1,752 shares 1,752 $318K 0.1% -324 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: restricted; 2024Q4: 452 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares 451 $314K 0.09% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,116 shares 1,116 $312K 0.09% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,488 shares; 2025Q1: 10,500 shares; 2025Q2: 10,510 shares; 2025Q3: 10,570 shares; 2025Q4: 10,580 shares; 2026Q1: 10,594 shares 10,594 $309K 0.09% +14 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,491 shares; 2026Q1: 3,491 shares 3,491 $306K 0.09% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,106 shares; 2025Q3: 3,289 shares; 2025Q4: 3,322 shares; 2026Q1: 3,555 shares 3,555 $302K 0.09% +233 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: restricted; 2024Q4: 536 shares; 2025Q1: 550 shares; 2025Q2: 507 shares; 2025Q3: 620 shares; 2025Q4: 609 shares; 2026Q1: 610 shares 610 $300K 0.09% +1 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: restricted; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,065 shares; 2025Q3: 1,083 shares; 2025Q4: 2,166 shares; 2026Q1: 2,221 shares 2,221 $295K 0.09% +55 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,898 shares; 2025Q1: 5,272 shares; 2025Q2: 5,434 shares; 2025Q3: 5,304 shares; 2025Q4: 5,313 shares; 2026Q1: 5,325 shares 5,325 $294K 0.09% +12 Timeline SMDV 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: restricted; 2024Q4: 6,108 shares; 2025Q1: 5,858 shares; 2025Q2: 5,817 shares; 2025Q3: 5,790 shares; 2025Q4: 4,247 shares; 2026Q1: 4,260 shares 4,260 $293K 0.09% +13 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: restricted; 2024Q4: 1,557 shares; 2025Q1: 1,542 shares; 2025Q2: 1,542 shares; 2025Q3: 1,556 shares; 2025Q4: 1,240 shares; 2026Q1: 1,226 shares 1,226 $290K 0.09% -14 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,496 shares; 2026Q1: 4,973 shares 4,973 $289K 0.09% +1,477 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,422 shares; 2025Q1: 3,646 shares; 2025Q2: 3,693 shares; 2025Q3: 3,698 shares; 2025Q4: 4,000 shares; 2026Q1: 4,106 shares 4,106 $288K 0.09% +106 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,009 shares; 2026Q1: 4,989 shares 4,989 $284K 0.09% -20 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: restricted; 2024Q4: 4,228 shares; 2025Q1: 3,857 shares; 2025Q2: 3,837 shares; 2025Q3: 3,857 shares; 2025Q4: 3,842 shares; 2026Q1: 3,852 shares 3,852 $275K 0.08% +10 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: restricted; 2024Q4: 784 shares; 2025Q1: 775 shares; 2025Q2: 797 shares; 2025Q3: 800 shares; 2025Q4: 927 shares; 2026Q1: 764 shares 764 $273K 0.08% -163 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,841 shares; 2026Q1: 5,757 shares 5,757 $266K 0.08% +916 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: restricted; 2024Q4: 5,721 shares; 2025Q1: 5,690 shares; 2025Q2: 5,628 shares; 2025Q3: 5,647 shares; 2025Q4: 5,668 shares; 2026Q1: 5,723 shares 5,723 $266K 0.08% +55 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: restricted; 2024Q4: 988 shares; 2025Q1: 915 shares; 2025Q2: 847 shares; 2025Q3: 659 shares; 2025Q4: 567 shares; 2026Q1: 558 shares 558 $257K 0.08% -9 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,291 shares; 2026Q1: 13,291 shares 13,291 $257K 0.08% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $254K 0.08% 0 Timeline IYJ 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: restricted; 2024Q4: 1,689 shares; 2025Q1: 1,692 shares; 2025Q2: 1,695 shares; 2025Q3: 1,700 shares; 2025Q4: 1,703 shares; 2026Q1: 1,707 shares 1,707 $252K 0.08% +4 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: restricted; 2024Q4: not reported; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,779 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares 2,780 $252K 0.08% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares 1,201 $251K 0.08% 0 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: restricted; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 914 shares; 2025Q4: not reported; 2026Q1: 1,011 shares 1,011 $246K 0.07% new Timeline IYC 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: restricted; 2024Q4: 2,507 shares; 2025Q1: 2,511 shares; 2025Q2: 2,515 shares; 2025Q3: 2,518 shares; 2025Q4: 2,520 shares; 2026Q1: 2,524 shares 2,524 $245K 0.07% +4 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,519 shares; 2025Q1: 4,429 shares; 2025Q2: 4,478 shares; 2025Q3: 4,488 shares; 2025Q4: 4,460 shares; 2026Q1: 4,270 shares 4,270 $242K 0.07% -190 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: restricted; 2024Q4: 6,753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,823 shares; 2025Q4: 5,826 shares; 2026Q1: 5,828 shares 5,828 $239K 0.07% +2 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: restricted; 2024Q4: not reported; 2025Q1: 6,009 shares; 2025Q2: 5,816 shares; 2025Q3: 5,821 shares; 2025Q4: 4,666 shares; 2026Q1: 5,155 shares 5,155 $238K 0.07% +489 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: restricted; 2024Q4: 1,251 shares; 2025Q1: 1,184 shares; 2025Q2: 1,089 shares; 2025Q3: 1,097 shares; 2025Q4: 983 shares; 2026Q1: 866 shares 866 $234K 0.07% -117 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: restricted; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,712 shares 1,712 $226K 0.07% new Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $226K 0.07% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,924 shares 2,924 $225K 0.07% new 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: restricted; 2024Q4: not reported; 2025Q1: 2,386 shares; 2025Q2: 2,371 shares; 2025Q3: 2,207 shares; 2025Q4: 2,226 shares; 2026Q1: 2,600 shares 2,600 $225K 0.07% +374 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,053 shares 4,053 $224K 0.07% new Timeline IYH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,593 shares; 2025Q3: 3,604 shares; 2025Q4: 3,617 shares; 2026Q1: 3,628 shares 3,628 $224K 0.07% +11 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,359 shares; 2025Q4: 1,364 shares; 2026Q1: 1,370 shares 1,370 $223K 0.07% +6 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 214 shares; 2025Q4: 213 shares; 2026Q1: 203 shares 203 $221K 0.07% -10 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,110 shares; 2025Q2: 2,043 shares; 2025Q3: 2,038 shares; 2025Q4: 2,048 shares; 2026Q1: 2,048 shares 2,048 $219K 0.07% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,239 shares 1,239 $218K 0.07% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,495 shares; 2026Q1: 1,465 shares 1,465 $217K 0.07% -30 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,631 shares; 2025Q1: 13,527 shares; 2025Q2: 12,156 shares; 2025Q3: 11,432 shares; 2025Q4: 11,592 shares; 2026Q1: 13,194 shares 13,194 $217K 0.07% +1,602 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 715 shares 715 $216K 0.07% 0 Timeline RWL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,856 shares; 2025Q4: 1,862 shares; 2026Q1: 1,869 shares 1,869 $215K 0.06% +7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 745 shares 745 $214K 0.06% +1 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,361 shares; 2026Q1: 30,000 shares 30,000 $208K 0.06% +19,639 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: restricted; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344 $206K 0.06% 0 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: restricted; 2024Q4: 1,106 shares; 2025Q1: 1,200 shares; 2025Q2: 1,153 shares; 2025Q3: 1,194 shares; 2025Q4: 1,171 shares; 2026Q1: 1,187 shares 1,187 $205K 0.06% +16 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,964 shares; 2025Q3: 4,057 shares; 2025Q4: 4,057 shares; 2026Q1: 4,110 shares 4,110 $203K 0.06% +53 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: restricted; 2024Q4: not reported; 2025Q1: 1,335 shares; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 2,023 shares; 2026Q1: 1,303 shares 1,303 $203K 0.06% -720 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,681 shares 12,681 $199K 0.06% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 43,000 shares; 2026Q1: 10,000 shares 10,000 $158K 0.05% -33,000 Timeline