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: 635,153 shares; 2024Q4: 624,839 shares; 2025Q1: 645,237 shares; 2025Q2: 651,507 shares; 2025Q3: 609,028 shares; 2025Q4: 686,132 shares; 2026Q1: 643,356 shares 643,356 $238M 4.74% -42,776 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: 1,338,035 shares; 2024Q4: 1,302,656 shares; 2025Q1: 1,275,380 shares; 2025Q2: 1,268,366 shares; 2025Q3: 1,275,194 shares; 2025Q4: 1,390,053 shares; 2026Q1: 1,356,572 shares 1,356,572 $237M 4.71% -33,481 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292,858 shares; 2024Q4: 2,268,679 shares; 2025Q1: 2,234,468 shares; 2025Q2: 2,200,405 shares; 2025Q3: 2,189,030 shares; 2025Q4: 2,261,770 shares; 2026Q1: 2,258,978 shares 2,258,978 $219M 4.37% -2,792 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: 814,379 shares; 2024Q4: 815,428 shares; 2025Q1: 814,440 shares; 2025Q2: 813,411 shares; 2025Q3: 792,020 shares; 2025Q4: 979,816 shares; 2026Q1: 855,552 shares 855,552 $217M 4.32% -124,264 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: 529,931 shares; 2024Q4: 528,262 shares; 2025Q1: 541,667 shares; 2025Q2: 557,930 shares; 2025Q3: 563,504 shares; 2025Q4: 765,825 shares; 2026Q1: 673,535 shares 673,535 $176M 3.51% -92,290 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: 2,148,016 shares; 2024Q4: 2,131,632 shares; 2025Q1: 2,102,362 shares; 2025Q2: 2,093,716 shares; 2025Q3: 2,076,732 shares; 2025Q4: 2,416,439 shares; 2026Q1: 2,485,963 shares 2,485,963 $134M 2.68% +69,524 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: 621,584 shares; 2024Q4: 611,886 shares; 2025Q1: 608,344 shares; 2025Q2: 606,867 shares; 2025Q3: 604,536 shares; 2025Q4: 671,032 shares; 2026Q1: 642,571 shares 642,571 $134M 2.66% -28,461 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592,315 shares; 2024Q4: 1,587,884 shares; 2025Q1: 1,641,452 shares; 2025Q2: 1,691,938 shares; 2025Q3: 1,711,617 shares; 2025Q4: 1,787,803 shares; 2026Q1: 1,797,937 shares 1,797,937 $121M 2.42% +10,134 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: 1,903,943 shares; 2024Q4: 1,864,742 shares; 2025Q1: 1,836,739 shares; 2025Q2: 1,811,109 shares; 2025Q3: 1,798,505 shares; 2025Q4: 1,822,448 shares; 2026Q1: 1,839,884 shares 1,839,884 $118M 2.35% +17,436 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: 294,858 shares; 2024Q4: 290,943 shares; 2025Q1: 292,179 shares; 2025Q2: 286,337 shares; 2025Q3: 285,576 shares; 2025Q4: 363,083 shares; 2026Q1: 318,816 shares 318,816 $91.7M 1.83% -44,267 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: 289,817 shares; 2024Q4: 292,623 shares; 2025Q1: 299,342 shares; 2025Q2: 303,669 shares; 2025Q3: 303,970 shares; 2025Q4: 328,627 shares; 2026Q1: 318,344 shares 318,344 $91.3M 1.82% -10,283 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: 94,548 shares; 2024Q4: 92,718 shares; 2025Q1: 91,973 shares; 2025Q2: 91,829 shares; 2025Q3: 89,070 shares; 2025Q4: 91,034 shares; 2026Q1: 88,436 shares 88,436 $88.1M 1.75% -2,598 Timeline VGIT 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: 703,822 shares; 2024Q4: 690,136 shares; 2025Q1: 1,099,429 shares; 2025Q2: 1,517,236 shares; 2025Q3: 1,508,713 shares; 2025Q4: 1,457,143 shares; 2026Q1: 1,463,406 shares 1,463,406 $87.1M 1.74% +6,263 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: 91,878 shares; 2024Q4: 90,256 shares; 2025Q1: 87,147 shares; 2025Q2: 85,341 shares; 2025Q3: 84,051 shares; 2025Q4: 103,516 shares; 2026Q1: 93,356 shares 93,356 $85.9M 1.71% -10,160 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: 298,812 shares; 2024Q4: 302,573 shares; 2025Q1: 299,541 shares; 2025Q2: 297,568 shares; 2025Q3: 295,818 shares; 2025Q4: 321,602 shares; 2026Q1: 275,805 shares 275,805 $81.1M 1.62% -45,797 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: 353,739 shares; 2024Q4: 353,722 shares; 2025Q1: 360,059 shares; 2025Q2: 369,883 shares; 2025Q3: 374,531 shares; 2025Q4: 386,692 shares; 2026Q1: 390,279 shares 390,279 $74M 1.47% +3,587 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: 158,604 shares; 2024Q4: 158,953 shares; 2025Q1: 158,614 shares; 2025Q2: 143,081 shares; 2025Q3: 141,812 shares; 2025Q4: 149,371 shares; 2026Q1: 153,713 shares 153,713 $73.7M 1.47% +4,342 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,832 shares; 2024Q4: 202,183 shares; 2025Q1: 208,771 shares; 2025Q2: 214,442 shares; 2025Q3: 216,694 shares; 2025Q4: 223,021 shares; 2026Q1: 224,148 shares 224,148 $70.3M 1.4% +1,127 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: 105,864 shares; 2024Q4: 105,345 shares; 2025Q1: 110,761 shares; 2025Q2: 110,260 shares; 2025Q3: 110,626 shares; 2025Q4: 131,450 shares; 2026Q1: 121,934 shares 121,934 $69.8M 1.39% -9,516 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: 614,997 shares; 2024Q4: 620,112 shares; 2025Q1: 635,070 shares; 2025Q2: 654,268 shares; 2025Q3: 661,290 shares; 2025Q4: 684,261 shares; 2026Q1: 689,676 shares 689,676 $67.1M 1.34% +5,415 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,711 shares; 2024Q4: 15,608 shares; 2025Q1: 52,626 shares; 2025Q2: 135,542 shares; 2025Q3: 176,863 shares; 2025Q4: 186,902 shares; 2026Q1: 203,506 shares 203,506 $63M 1.25% +16,604 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: 206,998 shares; 2024Q4: 203,716 shares; 2025Q1: 200,688 shares; 2025Q2: 201,719 shares; 2025Q3: 200,308 shares; 2025Q4: 203,025 shares; 2026Q1: 200,601 shares 200,601 $60.6M 1.21% -2,424 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: 223,665 shares; 2024Q4: 326,046 shares; 2025Q1: 245,700 shares; 2025Q2: 244,111 shares; 2025Q3: 243,589 shares; 2025Q4: 284,280 shares; 2026Q1: 251,502 shares 251,502 $53.7M 1.07% -32,778 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: 103,624 shares; 2024Q4: 110,031 shares; 2025Q1: 107,728 shares; 2025Q2: 113,274 shares; 2025Q3: 111,052 shares; 2025Q4: 119,684 shares; 2026Q1: 117,622 shares 117,622 $50.2M 1% -2,062 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996,539 shares; 2024Q4: 1,008,412 shares; 2025Q1: 671,252 shares; 2025Q2: 668,002 shares; 2025Q3: 672,866 shares; 2025Q4: 645,628 shares; 2026Q1: 640,610 shares 640,610 $49M 0.98% -5,018 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: 395,608 shares; 2024Q4: 402,520 shares; 2025Q1: 398,569 shares; 2025Q2: 396,949 shares; 2025Q3: 402,047 shares; 2025Q4: 409,667 shares; 2026Q1: 392,907 shares 392,907 $48.9M 0.97% -16,760 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,004 shares; 2024Q4: 162,553 shares; 2025Q1: 164,142 shares; 2025Q2: 165,723 shares; 2025Q3: 166,611 shares; 2025Q4: 158,440 shares; 2026Q1: 159,809 shares 159,809 $47.8M 0.95% +1,369 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: 285,520 shares; 2024Q4: 287,763 shares; 2025Q1: 288,810 shares; 2025Q2: 288,064 shares; 2025Q3: 289,926 shares; 2025Q4: 295,948 shares; 2026Q1: 289,736 shares 289,736 $47.7M 0.95% -6,212 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: 235,003 shares; 2025Q1: 221,426 shares; 2025Q2: 217,038 shares; 2025Q3: 207,936 shares; 2025Q4: 304,534 shares; 2026Q1: 221,434 shares 221,434 $47.4M 0.94% -83,100 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: 66,667 shares; 2024Q4: 67,167 shares; 2025Q1: 67,532 shares; 2025Q2: 68,154 shares; 2025Q3: 68,917 shares; 2025Q4: 71,597 shares; 2026Q1: 60,596 shares 60,596 $42.9M 0.85% -11,001 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801,798 shares; 2024Q4: 800,648 shares; 2025Q1: 768,830 shares; 2025Q2: 768,830 shares; 2025Q3: 768,830 shares; 2025Q4: 768,830 shares; 2026Q1: 768,830 shares 768,830 $42.1M 0.84% 0 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: 69,732 shares; 2024Q4: 70,626 shares; 2025Q1: 68,532 shares; 2025Q2: 68,132 shares; 2025Q3: 68,207 shares; 2025Q4: 95,869 shares; 2026Q1: 81,678 shares 81,678 $40.5M 0.81% -14,191 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: 148,277 shares; 2024Q4: 143,677 shares; 2025Q1: 145,755 shares; 2025Q2: 147,483 shares; 2025Q3: 148,452 shares; 2025Q4: 154,856 shares; 2026Q1: 162,236 shares 162,236 $40.1M 0.8% +7,380 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: 520,277 shares; 2024Q4: 532,837 shares; 2025Q1: 545,884 shares; 2025Q2: 548,651 shares; 2025Q3: 537,405 shares; 2025Q4: 513,513 shares; 2026Q1: 514,947 shares 514,947 $39.7M 0.79% +1,434 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: 118,575 shares; 2024Q4: 116,376 shares; 2025Q1: 118,061 shares; 2025Q2: 124,368 shares; 2025Q3: 125,250 shares; 2025Q4: 188,631 shares; 2026Q1: 160,944 shares 160,944 $39.3M 0.78% -27,687 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: 481,594 shares; 2024Q4: 481,822 shares; 2025Q1: 478,264 shares; 2025Q2: 473,776 shares; 2025Q3: 469,349 shares; 2025Q4: 477,576 shares; 2026Q1: 469,041 shares 469,041 $36.4M 0.72% -8,535 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: not reported; 2024Q4: not reported; 2025Q1: 59,310 shares; 2025Q2: 172,506 shares; 2025Q3: 175,389 shares; 2025Q4: 170,347 shares; 2026Q1: 174,485 shares 174,485 $33.5M 0.67% +4,138 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: 729,480 shares; 2024Q4: 743,852 shares; 2025Q1: 747,731 shares; 2025Q2: 698,559 shares; 2025Q3: 690,842 shares; 2025Q4: 706,499 shares; 2026Q1: 684,384 shares 684,384 $33.4M 0.66% -22,115 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: 33,077 shares; 2024Q4: 36,941 shares; 2025Q1: 35,858 shares; 2025Q2: 36,683 shares; 2025Q3: 36,968 shares; 2025Q4: 240,746 shares; 2026Q1: 133,502 shares 133,502 $33.1M 0.66% -107,244 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: 6,566 shares; 2024Q4: 6,558 shares; 2025Q1: 6,561 shares; 2025Q2: 6,515 shares; 2025Q3: 6,502 shares; 2025Q4: 8,947 shares; 2026Q1: 7,759 shares 7,759 $32.7M 0.65% -1,188 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: 225,958 shares; 2024Q4: 227,486 shares; 2025Q1: 232,384 shares; 2025Q2: 235,058 shares; 2025Q3: 236,619 shares; 2025Q4: 240,319 shares; 2026Q1: 247,050 shares 247,050 $31.7M 0.63% +6,731 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: 31,934 shares; 2024Q4: 33,045 shares; 2025Q1: 33,536 shares; 2025Q2: 34,035 shares; 2025Q3: 34,426 shares; 2025Q4: 35,782 shares; 2026Q1: 35,303 shares 35,303 $31.6M 0.63% -479 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: 209,350 shares; 2024Q4: 210,260 shares; 2025Q1: 210,227 shares; 2025Q2: 210,665 shares; 2025Q3: 211,805 shares; 2025Q4: 205,362 shares; 2026Q1: 207,650 shares 207,650 $30M 0.6% +2,288 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: 76,575 shares; 2024Q4: 76,526 shares; 2025Q1: 75,935 shares; 2025Q2: 75,263 shares; 2025Q3: 74,982 shares; 2025Q4: 105,559 shares; 2026Q1: 90,415 shares 90,415 $29.7M 0.59% -15,144 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: 532,023 shares; 2024Q4: 549,034 shares; 2025Q1: 555,835 shares; 2025Q2: 569,146 shares; 2025Q3: 573,365 shares; 2025Q4: 592,980 shares; 2026Q1: 626,099 shares 626,099 $29.2M 0.58% +33,119 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: 83,737 shares; 2024Q4: 82,150 shares; 2025Q1: 82,255 shares; 2025Q2: 81,134 shares; 2025Q3: 81,683 shares; 2025Q4: 83,127 shares; 2026Q1: 82,748 shares 82,748 $28.3M 0.56% -379 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: 339,808 shares; 2024Q4: 351,563 shares; 2025Q1: 362,183 shares; 2025Q2: 362,840 shares; 2025Q3: 353,027 shares; 2025Q4: 337,926 shares; 2026Q1: 341,330 shares 341,330 $28.2M 0.56% +3,404 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: 214,091 shares; 2024Q4: 205,183 shares; 2025Q1: 210,756 shares; 2025Q2: 211,123 shares; 2025Q3: 210,987 shares; 2025Q4: 214,002 shares; 2026Q1: 212,162 shares 212,162 $28M 0.56% -1,840 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: 94,056 shares; 2024Q4: 172,220 shares; 2025Q1: 169,746 shares; 2025Q2: 169,270 shares; 2025Q3: 169,119 shares; 2025Q4: 172,361 shares; 2026Q1: 174,550 shares 174,550 $28M 0.56% +2,189 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: 138,407 shares; 2024Q4: 136,795 shares; 2025Q1: 131,524 shares; 2025Q2: 130,502 shares; 2025Q3: 126,872 shares; 2025Q4: 130,996 shares; 2026Q1: 130,520 shares 130,520 $27M 0.54% -476 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: 28,131 shares; 2024Q4: 28,535 shares; 2025Q1: 28,752 shares; 2025Q2: 29,720 shares; 2025Q3: 30,032 shares; 2025Q4: 31,033 shares; 2026Q1: 30,835 shares 30,835 $26.7M 0.53% -198 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: 54,144 shares; 2024Q4: 55,629 shares; 2025Q1: 59,003 shares; 2025Q2: 62,475 shares; 2025Q3: 58,846 shares; 2025Q4: 67,053 shares; 2026Q1: 71,801 shares 71,801 $26.7M 0.53% +4,748 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: 158,165 shares; 2024Q4: 159,838 shares; 2025Q1: 163,875 shares; 2025Q2: 166,625 shares; 2025Q3: 167,953 shares; 2025Q4: 171,939 shares; 2026Q1: 178,501 shares 178,501 $26M 0.52% +6,562 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,492 shares; 2024Q4: 321,336 shares; 2025Q1: 321,093 shares; 2025Q2: 324,815 shares; 2025Q3: 326,422 shares; 2025Q4: 331,941 shares; 2026Q1: 334,230 shares 334,230 $25.6M 0.51% +2,289 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: 96,995 shares; 2024Q4: 97,252 shares; 2025Q1: 97,834 shares; 2025Q2: 97,897 shares; 2025Q3: 98,161 shares; 2025Q4: 100,145 shares; 2026Q1: 101,616 shares 101,616 $24.7M 0.49% +1,471 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: 74,234 shares; 2024Q4: 74,291 shares; 2025Q1: 73,958 shares; 2025Q2: 74,491 shares; 2025Q3: 74,938 shares; 2025Q4: 76,239 shares; 2026Q1: 75,295 shares 75,295 $24.6M 0.49% -944 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,876 shares; 2026Q1: 43,877 shares 43,877 $24.1M 0.48% +1 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: 171,323 shares; 2024Q4: 166,909 shares; 2025Q1: 170,710 shares; 2025Q2: 172,447 shares; 2025Q3: 174,629 shares; 2025Q4: 162,527 shares; 2026Q1: 161,784 shares 161,784 $23.4M 0.47% -743 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: 50,010 shares; 2024Q4: 49,806 shares; 2025Q1: 49,587 shares; 2025Q2: 49,784 shares; 2025Q3: 49,870 shares; 2025Q4: 224,120 shares; 2026Q1: 223,449 shares 223,449 $23.4M 0.47% -671 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: 97,050 shares; 2024Q4: 97,085 shares; 2025Q1: 97,366 shares; 2025Q2: 97,369 shares; 2025Q3: 97,289 shares; 2025Q4: 140,047 shares; 2026Q1: 119,940 shares 119,940 $22.8M 0.45% -20,107 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: 42,378 shares; 2024Q4: 40,834 shares; 2025Q1: 40,221 shares; 2025Q2: 39,717 shares; 2025Q3: 36,955 shares; 2025Q4: 52,349 shares; 2026Q1: 44,491 shares 44,491 $21.9M 0.44% -7,858 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,191 shares; 2024Q4: 462,972 shares; 2025Q1: 470,666 shares; 2025Q2: 473,935 shares; 2025Q3: 471,199 shares; 2025Q4: 443,874 shares; 2026Q1: 448,468 shares 448,468 $21.6M 0.43% +4,594 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: 358,188 shares; 2024Q4: 231,980 shares; 2025Q1: 219,842 shares; 2025Q2: 219,990 shares; 2025Q3: 219,094 shares; 2025Q4: 229,155 shares; 2026Q1: 231,812 shares 231,812 $21.5M 0.43% +2,657 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: 98,468 shares; 2024Q4: 97,840 shares; 2025Q1: 93,602 shares; 2025Q2: 92,433 shares; 2025Q3: 91,955 shares; 2025Q4: 92,539 shares; 2026Q1: 92,141 shares 92,141 $20.8M 0.41% -398 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: 46,618 shares; 2024Q4: 46,831 shares; 2025Q1: 46,331 shares; 2025Q2: 45,351 shares; 2025Q3: 45,185 shares; 2025Q4: 79,233 shares; 2026Q1: 62,543 shares 62,543 $20.6M 0.41% -16,690 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,222 shares; 2024Q4: 57,715 shares; 2025Q1: 61,200 shares; 2025Q2: 69,513 shares; 2025Q3: 74,756 shares; 2025Q4: 77,150 shares; 2026Q1: 81,760 shares 81,760 $20.5M 0.41% +4,610 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: 87,478 shares; 2024Q4: 81,150 shares; 2025Q1: 98,728 shares; 2025Q2: 102,560 shares; 2025Q3: 105,796 shares; 2025Q4: 115,467 shares; 2026Q1: 120,275 shares 120,275 $20.4M 0.41% +4,808 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: 244,825 shares; 2024Q4: 205,707 shares; 2025Q1: 222,174 shares; 2025Q2: 224,157 shares; 2025Q3: 224,488 shares; 2025Q4: 226,669 shares; 2026Q1: 229,003 shares 229,003 $20M 0.4% +2,334 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: 48,393 shares; 2024Q4: 48,760 shares; 2025Q1: 51,107 shares; 2025Q2: 53,513 shares; 2025Q3: 54,671 shares; 2025Q4: 56,509 shares; 2026Q1: 57,662 shares 57,662 $19.9M 0.4% +1,153 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: 123,490 shares; 2024Q4: 121,964 shares; 2025Q1: 121,013 shares; 2025Q2: 119,634 shares; 2025Q3: 115,910 shares; 2025Q4: 113,135 shares; 2026Q1: 106,320 shares 106,320 $19.8M 0.4% -6,815 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: 138,174 shares; 2024Q4: 137,067 shares; 2025Q1: 134,316 shares; 2025Q2: 133,120 shares; 2025Q3: 131,484 shares; 2025Q4: 126,911 shares; 2026Q1: 114,009 shares 114,009 $19.8M 0.39% -12,902 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,030 shares; 2025Q3: 273,560 shares; 2025Q4: 255,467 shares; 2026Q1: 257,085 shares 257,085 $19.5M 0.39% +1,618 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: 13,915 shares; 2024Q4: 13,933 shares; 2025Q1: 13,785 shares; 2025Q2: 203,600 shares; 2025Q3: 201,970 shares; 2025Q4: 205,837 shares; 2026Q1: 207,053 shares 207,053 $19.1M 0.38% +1,216 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: 30,810 shares; 2024Q4: 55,182 shares; 2025Q1: 60,298 shares; 2025Q2: 63,665 shares; 2025Q3: 67,791 shares; 2025Q4: 71,277 shares; 2026Q1: 66,510 shares 66,510 $18.9M 0.38% -4,767 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: 81,740 shares; 2024Q4: 53,722 shares; 2025Q1: 53,182 shares; 2025Q2: 54,685 shares; 2025Q3: 55,641 shares; 2025Q4: 60,221 shares; 2026Q1: 60,406 shares 60,406 $18.8M 0.37% +185 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: 320,980 shares; 2024Q4: 306,040 shares; 2025Q1: 314,202 shares; 2025Q2: 323,461 shares; 2025Q3: 324,777 shares; 2025Q4: 306,100 shares; 2026Q1: 319,391 shares 319,391 $18.6M 0.37% +13,291 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: 5,403 shares; 2024Q4: 93,771 shares; 2025Q1: 102,650 shares; 2025Q2: 104,754 shares; 2025Q3: 105,526 shares; 2025Q4: 112,086 shares; 2026Q1: 114,736 shares 114,736 $18.3M 0.36% +2,650 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,022 shares; 2024Q4: 159,235 shares; 2025Q1: 159,479 shares; 2025Q2: 156,500 shares; 2025Q3: 156,737 shares; 2025Q4: 158,086 shares; 2026Q1: 157,109 shares 157,109 $18.1M 0.36% -977 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: 54,640 shares; 2024Q4: 54,353 shares; 2025Q1: 52,063 shares; 2025Q2: 52,017 shares; 2025Q3: 51,521 shares; 2025Q4: 51,203 shares; 2026Q1: 50,463 shares 50,463 $18M 0.36% -740 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: 179,943 shares; 2024Q4: 179,670 shares; 2025Q1: 133,477 shares; 2025Q2: 131,015 shares; 2025Q3: 128,278 shares; 2025Q4: 128,816 shares; 2026Q1: 117,663 shares 117,663 $17.3M 0.34% -11,153 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: 123,628 shares; 2024Q4: 122,328 shares; 2025Q1: 122,656 shares; 2025Q2: 122,347 shares; 2025Q3: 122,292 shares; 2025Q4: 122,292 shares; 2026Q1: 122,271 shares 122,271 $17M 0.34% -21 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: 62,803 shares; 2024Q4: 61,292 shares; 2025Q1: 60,692 shares; 2025Q2: 60,652 shares; 2025Q3: 59,448 shares; 2025Q4: 60,096 shares; 2026Q1: 60,624 shares 60,624 $16.2M 0.32% +528 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: 24,067 shares; 2024Q4: 42,177 shares; 2025Q1: 43,047 shares; 2025Q2: 43,241 shares; 2025Q3: 43,854 shares; 2025Q4: 43,855 shares; 2026Q1: 45,001 shares 45,001 $16.1M 0.32% +1,146 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: 189,435 shares; 2024Q4: 93,415 shares; 2025Q1: 130,575 shares; 2025Q2: 133,526 shares; 2025Q3: 125,452 shares; 2025Q4: 119,662 shares; 2026Q1: 131,499 shares 131,499 $15.9M 0.32% +11,837 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: 20,653 shares; 2024Q4: 20,589 shares; 2025Q1: 19,725 shares; 2025Q2: 19,120 shares; 2025Q3: 19,023 shares; 2025Q4: 29,883 shares; 2026Q1: 23,521 shares 23,521 $15.3M 0.31% -6,362 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: 1,439 shares; 2024Q4: 10,427 shares; 2025Q1: 11,491 shares; 2025Q2: 14,103 shares; 2025Q3: 14,901 shares; 2025Q4: 153,472 shares; 2026Q1: 158,455 shares 158,455 $15.2M 0.3% +4,983 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,658 shares; 2024Q4: 99,651 shares; 2025Q1: 102,129 shares; 2025Q2: 102,181 shares; 2025Q3: 100,164 shares; 2025Q4: 206,215 shares; 2026Q1: 151,384 shares 151,384 $15.2M 0.3% -54,831 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: 161,324 shares; 2024Q4: 253,965 shares; 2025Q1: 217,265 shares; 2025Q2: 205,026 shares; 2025Q3: 205,180 shares; 2025Q4: 197,001 shares; 2026Q1: 196,053 shares 196,053 $14.7M 0.29% -948 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: 46,296 shares; 2024Q4: 45,478 shares; 2025Q1: 45,108 shares; 2025Q2: 45,120 shares; 2025Q3: 45,200 shares; 2025Q4: 45,197 shares; 2026Q1: 45,722 shares 45,722 $14.7M 0.29% +525 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,055 shares; 2024Q4: 17,786 shares; 2025Q1: 18,188 shares; 2025Q2: 18,485 shares; 2025Q3: 19,153 shares; 2025Q4: 19,575 shares; 2026Q1: 19,782 shares 19,782 $14.4M 0.29% +207 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: 164,267 shares; 2024Q4: 166,872 shares; 2025Q1: 167,705 shares; 2025Q2: 160,818 shares; 2025Q3: 158,401 shares; 2025Q4: 157,613 shares; 2026Q1: 155,354 shares 155,354 $14.4M 0.29% -2,259 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: 141,604 shares; 2024Q4: 136,627 shares; 2025Q1: 139,820 shares; 2025Q2: 140,247 shares; 2025Q3: 140,274 shares; 2025Q4: 141,036 shares; 2026Q1: 142,368 shares 142,368 $13.7M 0.27% +1,332 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: 84,613 shares; 2024Q4: 84,607 shares; 2025Q1: 99,123 shares; 2025Q2: 102,175 shares; 2025Q3: 106,957 shares; 2025Q4: 110,120 shares; 2026Q1: 123,321 shares 123,321 $13.2M 0.26% +13,201 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: 45,466 shares; 2024Q4: 44,798 shares; 2025Q1: 44,215 shares; 2025Q2: 42,239 shares; 2025Q3: 41,660 shares; 2025Q4: 40,991 shares; 2026Q1: 40,390 shares 40,390 $13M 0.26% -601 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,298 shares; 2024Q4: 136,732 shares; 2025Q1: 136,535 shares; 2025Q2: 130,115 shares; 2025Q3: 125,918 shares; 2025Q4: 125,051 shares; 2026Q1: 127,730 shares 127,730 $12.7M 0.25% +2,679 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,918 shares; 2025Q1: 27,243 shares; 2025Q2: 28,617 shares; 2025Q3: 48,084 shares; 2025Q4: 49,797 shares; 2026Q1: 47,855 shares 47,855 $11.6M 0.23% -1,942 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,292 shares 139,292 $11.2M 0.22% new 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: 33,654 shares; 2024Q4: 29,029 shares; 2025Q1: 38,693 shares; 2025Q2: 39,671 shares; 2025Q3: 61,740 shares; 2025Q4: 47,015 shares; 2026Q1: 57,393 shares 57,393 $11.1M 0.22% +10,378 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: 748 shares; 2024Q4: 622 shares; 2025Q1: 663 shares; 2025Q2: 653 shares; 2025Q3: 20,783 shares; 2025Q4: 22,794 shares; 2026Q1: 24,158 shares 24,158 $11.1M 0.22% +1,364 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: 16,846 shares; 2024Q4: 17,304 shares; 2025Q1: 15,546 shares; 2025Q2: 15,230 shares; 2025Q3: 15,576 shares; 2025Q4: 98,168 shares; 2026Q1: 57,530 shares 57,530 $11.1M 0.22% -40,638 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: 134,801 shares; 2024Q4: 134,600 shares; 2025Q1: 131,551 shares; 2025Q2: 131,519 shares; 2025Q3: 131,519 shares; 2025Q4: 129,268 shares; 2026Q1: 112,416 shares 112,416 $11.1M 0.22% -16,852 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: 125,000 shares; 2024Q4: 120,022 shares; 2025Q1: 120,261 shares; 2025Q2: 120,393 shares; 2025Q3: 51,079 shares; 2025Q4: 103,071 shares; 2026Q1: 68,914 shares 68,914 $10.7M 0.21% -34,157 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: 26,822 shares; 2024Q4: 26,706 shares; 2025Q1: 26,574 shares; 2025Q2: 26,428 shares; 2025Q3: 26,269 shares; 2025Q4: 26,027 shares; 2026Q1: 26,700 shares 26,700 $10.6M 0.21% +673 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 135,935 shares; 2025Q3: 151,308 shares; 2025Q4: 155,149 shares; 2026Q1: 155,480 shares 155,480 $10.1M 0.2% +331 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: 13,430 shares; 2024Q4: 37,189 shares; 2025Q1: 43,033 shares; 2025Q2: 46,957 shares; 2025Q3: 48,168 shares; 2025Q4: 35,587 shares; 2026Q1: 45,179 shares 45,179 $9.49M 0.19% +9,592 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: 214,881 shares; 2024Q4: 218,921 shares; 2025Q1: 150,892 shares; 2025Q2: 150,110 shares; 2025Q3: 149,988 shares; 2025Q4: 150,802 shares; 2026Q1: 150,913 shares 150,913 $9.26M 0.18% +111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,045 shares; 2025Q4: 60,236 shares; 2026Q1: 70,937 shares 70,937 $8.98M 0.18% +10,701 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 484 shares; 2026Q1: 10,073 shares 10,073 $8.8M 0.18% +9,589 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: 3,852 shares; 2024Q4: 86,744 shares; 2025Q1: 114,645 shares; 2025Q2: 120,895 shares; 2025Q3: 120,891 shares; 2025Q4: 99,317 shares; 2026Q1: 108,516 shares 108,516 $8.78M 0.17% +9,199 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: 62,242 shares; 2024Q4: 61,800 shares; 2025Q1: 46,616 shares; 2025Q2: 45,968 shares; 2025Q3: 30,039 shares; 2025Q4: 47,993 shares; 2026Q1: 35,801 shares 35,801 $8.7M 0.17% -12,192 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,573 shares; 2025Q2: 114,530 shares; 2025Q3: 119,938 shares; 2025Q4: 110,181 shares; 2026Q1: 120,221 shares 120,221 $8.56M 0.17% +10,040 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,600 shares; 2025Q2: 36,062 shares; 2025Q3: 39,206 shares; 2025Q4: 44,634 shares; 2026Q1: 49,126 shares 49,126 $8.29M 0.17% +4,492 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: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares; 2025Q4: not reported; 2026Q1: 52,707 shares 52,707 $7.71M 0.15% new 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: 4,191 shares; 2024Q4: 3,897 shares; 2025Q1: 3,374 shares; 2025Q2: 97,450 shares; 2025Q3: 101,341 shares; 2025Q4: 102,395 shares; 2026Q1: 106,430 shares 106,430 $7.66M 0.15% +4,035 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,120 shares; 2024Q4: 9,451 shares; 2025Q1: 9,576 shares; 2025Q2: 10,041 shares; 2025Q3: 10,249 shares; 2025Q4: 11,478 shares; 2026Q1: 11,919 shares 11,919 $7.37M 0.15% +441 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: 10,437 shares; 2024Q4: 10,546 shares; 2025Q1: 10,524 shares; 2025Q2: 10,685 shares; 2025Q3: 10,779 shares; 2025Q4: 11,293 shares; 2026Q1: 11,168 shares 11,168 $7.3M 0.15% -125 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 11 shares; 2026Q1: 10 shares 10 $7.18M 0.14% -1 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: 1,944 shares; 2024Q4: 2,354 shares; 2025Q1: 2,525 shares; 2025Q2: 2,434 shares; 2025Q3: 2,397 shares; 2025Q4: 26,414 shares; 2026Q1: 14,253 shares 14,253 $7.12M 0.14% -12,161 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: not reported; 2024Q4: 90,799 shares; 2025Q1: 103,872 shares; 2025Q2: 107,131 shares; 2025Q3: 107,794 shares; 2025Q4: 85,581 shares; 2026Q1: 99,267 shares 99,267 $7.02M 0.14% +13,686 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: 88,343 shares; 2024Q4: 97,504 shares; 2025Q1: 102,572 shares; 2025Q2: 104,948 shares; 2025Q3: 106,706 shares; 2025Q4: 109,712 shares; 2026Q1: 111,135 shares 111,135 $6.97M 0.14% +1,423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,018 shares; 2025Q3: 28,657 shares; 2025Q4: 21,593 shares; 2026Q1: 25,830 shares 25,830 $6.89M 0.14% +4,237 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: 448 shares; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 411 shares; 2025Q3: 10,995 shares; 2025Q4: 13,622 shares; 2026Q1: 15,998 shares 15,998 $6.8M 0.14% +2,376 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,522 shares 78,522 $6.68M 0.13% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 8,511 shares; 2025Q1: 7,693 shares; 2025Q2: 4,845 shares; 2025Q3: 4,451 shares; 2025Q4: 4,421 shares; 2026Q1: 19,724 shares 19,724 $6.67M 0.13% +15,303 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: 7,119 shares; 2024Q4: 7,822 shares; 2025Q1: 8,333 shares; 2025Q2: 8,079 shares; 2025Q3: 7,979 shares; 2025Q4: 138,624 shares; 2026Q1: 69,055 shares 69,055 $6.49M 0.13% -69,569 Timeline SPSB 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: 145,122 shares; 2024Q4: 158,650 shares; 2025Q1: 171,324 shares; 2025Q2: 175,802 shares; 2025Q3: 181,480 shares; 2025Q4: 186,605 shares; 2026Q1: 204,527 shares 204,527 $6.15M 0.12% +17,922 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: 51,984 shares; 2024Q4: 49,944 shares; 2025Q1: 49,019 shares; 2025Q2: 16,614 shares; 2025Q3: 12,713 shares; 2025Q4: 33,326 shares; 2026Q1: 21,232 shares 21,232 $5.75M 0.11% -12,094 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,667 shares; 2026Q1: 44,617 shares 44,617 $5.48M 0.11% +40,950 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157,454 shares; 2026Q1: 74,858 shares 74,858 $5.42M 0.11% -82,596 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: 22,899 shares; 2024Q4: 22,672 shares; 2025Q1: 22,536 shares; 2025Q2: 22,141 shares; 2025Q3: 7,575 shares; 2025Q4: 6,339 shares; 2026Q1: 5,443 shares 5,443 $5.34M 0.11% -896 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: 49,494 shares; 2024Q4: 48,209 shares; 2025Q1: 59,266 shares; 2025Q2: 62,796 shares; 2025Q3: 64,231 shares; 2025Q4: 45,625 shares; 2026Q1: 59,374 shares 59,374 $5.16M 0.1% +13,749 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: 47,005 shares; 2024Q4: 47,551 shares; 2025Q1: 19,928 shares; 2025Q2: 15,816 shares; 2025Q3: 15,673 shares; 2025Q4: 14,808 shares; 2026Q1: 14,336 shares 14,336 $5.04M 0.1% -472 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: 57,052 shares; 2024Q4: 55,707 shares; 2025Q1: 54,990 shares; 2025Q2: 55,630 shares; 2025Q3: 55,081 shares; 2025Q4: 61,117 shares; 2026Q1: 50,088 shares 50,088 $4.49M 0.09% -11,029 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,840 shares; 2025Q4: 195,990 shares; 2026Q1: 77,766 shares 77,766 $4.42M 0.09% -118,224 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: 12,811 shares; 2024Q4: 12,701 shares; 2025Q1: 13,724 shares; 2025Q2: 13,898 shares; 2025Q3: 13,875 shares; 2025Q4: 15,017 shares; 2026Q1: 15,114 shares 15,114 $4.34M 0.09% +97 Timeline VONV 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: 22,612 shares; 2024Q4: 40,445 shares; 2025Q1: 27,099 shares; 2025Q2: 25,409 shares; 2025Q3: 24,097 shares; 2025Q4: 61,041 shares; 2026Q1: 45,921 shares 45,921 $4.3M 0.09% -15,120 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: 69,783 shares; 2024Q4: 65,382 shares; 2025Q1: 65,031 shares; 2025Q2: 65,269 shares; 2025Q3: 64,877 shares; 2025Q4: 61,763 shares; 2026Q1: 24,337 shares 24,337 $4.2M 0.08% -37,426 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: 30,633 shares; 2024Q4: 29,612 shares; 2025Q1: 27,762 shares; 2025Q2: 26,972 shares; 2025Q3: 26,512 shares; 2025Q4: 28,195 shares; 2026Q1: 28,178 shares 28,178 $4.11M 0.08% -17 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,915 shares; 2025Q4: 23,841 shares; 2026Q1: 27,003 shares 27,003 $4.04M 0.08% +3,162 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: 30,206 shares; 2024Q4: 30,260 shares; 2025Q1: 30,040 shares; 2025Q2: 29,981 shares; 2025Q3: 29,957 shares; 2025Q4: 30,509 shares; 2026Q1: 30,222 shares 30,222 $3.76M 0.07% -287 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: 164,395 shares; 2024Q4: 54,342 shares; 2025Q1: 51,549 shares; 2025Q2: 51,408 shares; 2025Q3: 49,773 shares; 2025Q4: 49,955 shares; 2026Q1: 50,869 shares 50,869 $3.63M 0.07% +914 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: 14,969 shares; 2024Q4: 14,715 shares; 2025Q1: 14,220 shares; 2025Q2: 13,857 shares; 2025Q3: 13,858 shares; 2025Q4: 13,957 shares; 2026Q1: 14,671 shares 14,671 $3.47M 0.07% +714 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: 25,489 shares; 2024Q4: 24,540 shares; 2025Q1: 25,498 shares; 2025Q2: 24,740 shares; 2025Q3: 23,697 shares; 2025Q4: 24,611 shares; 2026Q1: 24,131 shares 24,131 $3.44M 0.07% -480 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: 14,955 shares; 2024Q4: 14,982 shares; 2025Q1: 14,879 shares; 2025Q2: 14,637 shares; 2025Q3: 14,510 shares; 2025Q4: 14,616 shares; 2026Q1: 15,615 shares 15,615 $3.4M 0.07% +999 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: 55,286 shares; 2024Q4: 53,710 shares; 2025Q1: 53,284 shares; 2025Q2: 52,309 shares; 2025Q3: 51,959 shares; 2025Q4: 74,033 shares; 2026Q1: 63,793 shares 63,793 $3.39M 0.07% -10,240 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: 11,637 shares; 2024Q4: 11,548 shares; 2025Q1: 11,414 shares; 2025Q2: 11,414 shares; 2025Q3: 11,386 shares; 2025Q4: 11,296 shares; 2026Q1: 11,204 shares 11,204 $3.39M 0.07% -92 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,202 shares; 2024Q4: 58,202 shares; 2025Q1: 215,900 shares; 2025Q2: 215,900 shares; 2025Q3: 215,900 shares; 2025Q4: 208,247 shares; 2026Q1: 208,221 shares 208,221 $3.26M 0.06% -26 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: 5,922 shares; 2024Q4: 5,936 shares; 2025Q1: 5,992 shares; 2025Q2: 5,761 shares; 2025Q3: 5,706 shares; 2025Q4: 5,621 shares; 2026Q1: 5,549 shares 5,549 $3.13M 0.06% -72 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: 5,378 shares; 2024Q4: 5,242 shares; 2025Q1: 4,984 shares; 2025Q2: 4,603 shares; 2025Q3: 4,560 shares; 2025Q4: 5,537 shares; 2026Q1: 5,320 shares 5,320 $3.07M 0.06% -217 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: 862 shares; 2024Q4: 831 shares; 2025Q1: 1,267 shares; 2025Q2: 1,255 shares; 2025Q3: 1,248 shares; 2025Q4: 4,783 shares; 2026Q1: 4,381 shares 4,381 $3.06M 0.06% -402 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,671 shares; 2024Q4: 47,758 shares; 2025Q1: 44,672 shares; 2025Q2: 44,839 shares; 2025Q3: 44,593 shares; 2025Q4: 44,407 shares; 2026Q1: 44,407 shares 44,407 $3.04M 0.06% 0 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: 21,307 shares; 2024Q4: 20,875 shares; 2025Q1: 19,730 shares; 2025Q2: 19,499 shares; 2025Q3: 19,483 shares; 2025Q4: 19,928 shares; 2026Q1: 19,700 shares 19,700 $2.89M 0.06% -228 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: 13,794 shares; 2024Q4: 13,151 shares; 2025Q1: 12,079 shares; 2025Q2: 12,412 shares; 2025Q3: 12,369 shares; 2025Q4: 13,670 shares; 2026Q1: 14,075 shares 14,075 $2.8M 0.06% +405 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,556 shares; 2024Q4: 245,734 shares; 2025Q1: 245,734 shares; 2025Q2: 121,438 shares; 2025Q3: 263,556 shares; 2025Q4: 263,556 shares; 2026Q1: 263,556 shares 263,556 $2.78M 0.06% 0 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: 5,284 shares; 2024Q4: 5,552 shares; 2025Q1: 6,104 shares; 2025Q2: 6,464 shares; 2025Q3: 6,609 shares; 2025Q4: 6,776 shares; 2026Q1: 7,359 shares 7,359 $2.73M 0.05% +583 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: 4,507 shares; 2024Q4: 3,355 shares; 2025Q1: 3,339 shares; 2025Q2: 3,542 shares; 2025Q3: 3,616 shares; 2025Q4: 4,935 shares; 2026Q1: 4,373 shares 4,373 $2.61M 0.05% -562 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,959 shares; 2024Q4: 108,874 shares; 2025Q1: 100,632 shares; 2025Q2: 98,063 shares; 2025Q3: 92,267 shares; 2025Q4: 89,637 shares; 2026Q1: 78,319 shares 78,319 $2.58M 0.05% -11,318 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: 19,305 shares; 2024Q4: 19,419 shares; 2025Q1: 19,631 shares; 2025Q2: 19,419 shares; 2025Q3: 19,419 shares; 2025Q4: 19,373 shares; 2026Q1: 19,378 shares 19,378 $2.54M 0.05% +5 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: 62,605 shares; 2024Q4: 39,301 shares; 2025Q1: 15,798 shares; 2025Q2: 16,672 shares; 2025Q3: 17,080 shares; 2025Q4: 14,686 shares; 2026Q1: 12,395 shares 12,395 $2.52M 0.05% -2,291 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,456 shares; 2025Q1: 1,620 shares; 2025Q2: 1,218 shares; 2025Q3: not reported; 2025Q4: 31,373 shares; 2026Q1: 15,363 shares 15,363 $2.42M 0.05% -16,010 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,386 shares; 2026Q1: 43,634 shares 43,634 $2.41M 0.05% -65,752 Timeline BBAX 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: 251,683 shares; 2024Q4: 244,772 shares; 2025Q1: 242,666 shares; 2025Q2: 243,473 shares; 2025Q3: 243,075 shares; 2025Q4: 248,517 shares; 2026Q1: 39,078 shares 39,078 $2.32M 0.05% -209,439 Timeline VONG 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: 22,000 shares; 2024Q4: 21,953 shares; 2025Q1: 21,446 shares; 2025Q2: 21,394 shares; 2025Q3: 21,036 shares; 2025Q4: 25,149 shares; 2026Q1: 19,949 shares 19,949 $2.19M 0.04% -5,200 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: 2,445 shares; 2024Q4: 2,915 shares; 2025Q1: 2,974 shares; 2025Q2: 2,915 shares; 2025Q3: 2,895 shares; 2025Q4: 5,074 shares; 2026Q1: 4,981 shares 4,981 $2.14M 0.04% -93 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: 49,122 shares; 2024Q4: 46,251 shares; 2025Q1: 45,281 shares; 2025Q2: 12,566 shares; 2025Q3: 10,770 shares; 2025Q4: 10,717 shares; 2026Q1: 10,028 shares 10,028 $1.99M 0.04% -689 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: 14,423 shares; 2024Q4: 16,540 shares; 2025Q1: 16,842 shares; 2025Q2: 15,617 shares; 2025Q3: 15,340 shares; 2025Q4: 15,498 shares; 2026Q1: 15,386 shares 15,386 $1.98M 0.04% -112 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,813 shares; 2026Q1: 4,813 shares 4,813 $1.85M 0.04% 0 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: 6,208 shares; 2024Q4: 6,208 shares; 2025Q1: 56,694 shares; 2025Q2: 59,524 shares; 2025Q3: 59,763 shares; 2025Q4: 49,450 shares; 2026Q1: 10,783 shares 10,783 $1.82M 0.04% -38,667 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784,976 shares; 2024Q4: 801,684 shares; 2025Q1: 817,627 shares; 2025Q2: 59,649 shares; 2025Q3: 37,512 shares; 2025Q4: 36,242 shares; 2026Q1: 35,752 shares 35,752 $1.81M 0.04% -490 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: 16,962 shares; 2024Q4: 16,517 shares; 2025Q1: 16,516 shares; 2025Q2: 15,560 shares; 2025Q3: 15,347 shares; 2025Q4: 15,334 shares; 2026Q1: 17,558 shares 17,558 $1.8M 0.04% +2,224 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,340 shares; 2024Q4: 91,047 shares; 2025Q1: 93,800 shares; 2025Q2: 22,824 shares; 2025Q3: 15,111 shares; 2025Q4: 14,194 shares; 2026Q1: 13,538 shares 13,538 $1.72M 0.03% -656 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: 8,338 shares; 2024Q4: 8,338 shares; 2025Q1: 8,277 shares; 2025Q2: 8,261 shares; 2025Q3: 8,246 shares; 2025Q4: 8,281 shares; 2026Q1: 8,330 shares 8,330 $1.71M 0.03% +49 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,899 shares; 2024Q4: 56,670 shares; 2025Q1: 56,020 shares; 2025Q2: 55,312 shares; 2025Q3: 54,727 shares; 2025Q4: 53,813 shares; 2026Q1: 51,145 shares 51,145 $1.7M 0.03% -2,668 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: 10,160 shares; 2024Q4: 10,305 shares; 2025Q1: 10,351 shares; 2025Q2: 10,175 shares; 2025Q3: 10,171 shares; 2025Q4: 10,252 shares; 2026Q1: 12,686 shares 12,686 $1.66M 0.03% +2,434 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: 23,222 shares; 2024Q4: 24,505 shares; 2025Q1: 23,893 shares; 2025Q2: 23,153 shares; 2025Q3: 23,179 shares; 2025Q4: 23,917 shares; 2026Q1: 27,117 shares 27,117 $1.64M 0.03% +3,200 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: 391,865 shares; 2024Q4: 68,275 shares; 2025Q1: 59,955 shares; 2025Q2: 59,434 shares; 2025Q3: 58,090 shares; 2025Q4: 57,809 shares; 2026Q1: 57,172 shares 57,172 $1.61M 0.03% -637 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: 10,156 shares; 2024Q4: 9,909 shares; 2025Q1: 7,616 shares; 2025Q2: 7,915 shares; 2025Q3: 7,152 shares; 2025Q4: 9,212 shares; 2026Q1: 8,156 shares 8,156 $1.6M 0.03% -1,056 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: 196,039 shares; 2024Q4: 198,531 shares; 2025Q1: 28,479 shares; 2025Q2: 18,893 shares; 2025Q3: 18,853 shares; 2025Q4: 20,473 shares; 2026Q1: 20,288 shares 20,288 $1.56M 0.03% -185 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: 1,130 shares; 2024Q4: 44,947 shares; 2025Q1: 53,889 shares; 2025Q2: 62,947 shares; 2025Q3: 4,828 shares; 2025Q4: 60,326 shares; 2026Q1: 27,695 shares 27,695 $1.55M 0.03% -32,631 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: 10,123 shares; 2024Q4: 9,268 shares; 2025Q1: 9,155 shares; 2025Q2: 9,146 shares; 2025Q3: 8,965 shares; 2025Q4: 8,657 shares; 2026Q1: 9,256 shares 9,256 $1.54M 0.03% +599 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,246 shares; 2024Q4: 177,492 shares; 2025Q1: 178,936 shares; 2025Q2: 176,286 shares; 2025Q3: 175,301 shares; 2025Q4: 166,253 shares; 2026Q1: 37,094 shares 37,094 $1.5M 0.03% -129,159 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: 22,224 shares; 2024Q4: 59,515 shares; 2025Q1: 59,661 shares; 2025Q2: 59,285 shares; 2025Q3: 58,820 shares; 2025Q4: 58,060 shares; 2026Q1: 57,812 shares 57,812 $1.48M 0.03% -248 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: 1,565 shares; 2025Q1: 1,488 shares; 2025Q2: 1,462 shares; 2025Q3: 1,435 shares; 2025Q4: 1,558 shares; 2026Q1: 1,466 shares 1,466 $1.41M 0.03% -92 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,128 shares; 2024Q4: 54,299 shares; 2025Q1: 54,220 shares; 2025Q2: 55,290 shares; 2025Q3: 55,359 shares; 2025Q4: 50,389 shares; 2026Q1: 47,597 shares 47,597 $1.38M 0.03% -2,792 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,035 shares; 2024Q4: 39,568 shares; 2025Q1: 38,503 shares; 2025Q2: 40,984 shares; 2025Q3: 40,722 shares; 2025Q4: 41,014 shares; 2026Q1: 54,010 shares 54,010 $1.34M 0.03% +12,996 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: 295,093 shares; 2024Q4: 59,396 shares; 2025Q1: 24,146 shares; 2025Q2: 23,616 shares; 2025Q3: 23,152 shares; 2025Q4: 22,983 shares; 2026Q1: 26,241 shares 26,241 $1.32M 0.03% +3,258 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: 8,388 shares; 2024Q4: 8,346 shares; 2025Q1: 8,753 shares; 2025Q2: 8,753 shares; 2025Q3: 8,938 shares; 2025Q4: 8,736 shares; 2026Q1: 8,689 shares 8,689 $1.29M 0.03% -47 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: 31,143 shares; 2024Q4: 28,638 shares; 2025Q1: 27,945 shares; 2025Q2: 28,338 shares; 2025Q3: 27,838 shares; 2025Q4: 27,918 shares; 2026Q1: 28,794 shares 28,794 $1.27M 0.03% +876 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: 4,924 shares; 2024Q4: 4,873 shares; 2025Q1: 4,929 shares; 2025Q2: 4,354 shares; 2025Q3: 4,410 shares; 2025Q4: 9,902 shares; 2026Q1: 9,523 shares 9,523 $1.27M 0.03% -379 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: 22,932 shares; 2024Q4: 22,432 shares; 2025Q1: 22,435 shares; 2025Q2: 20,519 shares; 2025Q3: 20,342 shares; 2025Q4: 17,355 shares; 2026Q1: 14,788 shares 14,788 $1.26M 0.03% -2,567 Timeline AOA 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: 14,124 shares; 2025Q4: 14,009 shares; 2026Q1: 14,009 shares 14,009 $1.24M 0.02% 0 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: 5,162 shares; 2024Q4: 5,141 shares; 2025Q1: 5,067 shares; 2025Q2: 4,974 shares; 2025Q3: 4,974 shares; 2025Q4: 4,977 shares; 2026Q1: 4,958 shares 4,958 $1.24M 0.02% -19 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: 4,606 shares; 2024Q4: 9,238 shares; 2025Q1: 9,238 shares; 2025Q2: 9,238 shares; 2025Q3: 9,512 shares; 2025Q4: 10,136 shares; 2026Q1: 13,662 shares 13,662 $1.2M 0.02% +3,526 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: 70,085 shares; 2024Q4: 69,355 shares; 2025Q1: 69,247 shares; 2025Q2: 12,372 shares; 2025Q3: 10,171 shares; 2025Q4: 10,020 shares; 2026Q1: 10,096 shares 10,096 $1.19M 0.02% +76 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,177 shares; 2024Q4: 27,902 shares; 2025Q1: 26,944 shares; 2025Q2: 26,983 shares; 2025Q3: 27,067 shares; 2025Q4: 30,676 shares; 2026Q1: 36,168 shares 36,168 $1.11M 0.02% +5,492 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: 11,434 shares; 2024Q4: 11,434 shares; 2025Q1: 11,414 shares; 2025Q2: 11,467 shares; 2025Q3: 11,448 shares; 2025Q4: 11,336 shares; 2026Q1: 12,042 shares 12,042 $1.11M 0.02% +706 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: 2,735 shares; 2024Q4: 2,461 shares; 2025Q1: 2,302 shares; 2025Q2: 2,310 shares; 2025Q3: 1,894 shares; 2025Q4: 2,381 shares; 2026Q1: 2,364 shares 2,364 $1.03M 0.02% -17 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,068 shares; 2024Q4: 53,068 shares; 2025Q1: 53,068 shares; 2025Q2: 53,068 shares; 2025Q3: 53,068 shares; 2025Q4: 53,068 shares; 2026Q1: 53,068 shares 53,068 $1.02M 0.02% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 12,119 shares; 2025Q3: 12,219 shares; 2025Q4: 15,157 shares; 2026Q1: 15,859 shares 15,859 $1.02M 0.02% +702 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: 10,605 shares; 2024Q4: 10,021 shares; 2025Q1: 10,104 shares; 2025Q2: 9,906 shares; 2025Q3: 9,906 shares; 2025Q4: 10,279 shares; 2026Q1: 9,829 shares 9,829 $976K 0.02% -450 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: 8,323 shares; 2024Q4: 32,597 shares; 2025Q1: 33,242 shares; 2025Q2: 33,353 shares; 2025Q3: 33,184 shares; 2025Q4: 33,031 shares; 2026Q1: 32,708 shares 32,708 $953K 0.02% -323 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 16,828 shares; 2025Q1: 15,875 shares; 2025Q2: 16,223 shares; 2025Q3: 15,794 shares; 2025Q4: 15,794 shares; 2026Q1: 15,760 shares 15,760 $932K 0.02% -34 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: 16,283 shares; 2024Q4: 12,765 shares; 2025Q1: 12,778 shares; 2025Q2: 12,627 shares; 2025Q3: 12,640 shares; 2025Q4: 12,639 shares; 2026Q1: 12,719 shares 12,719 $913K 0.02% +80 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: 16,314 shares; 2024Q4: 16,314 shares; 2025Q1: 16,314 shares; 2025Q2: 19,189 shares; 2025Q3: 17,989 shares; 2025Q4: 17,745 shares; 2026Q1: 17,382 shares 17,382 $913K 0.02% -363 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,996 shares; 2025Q2: 3,996 shares; 2025Q3: 3,955 shares; 2025Q4: 4,576 shares; 2026Q1: 4,226 shares 4,226 $909K 0.02% -350 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,625 shares; 2025Q1: 21,625 shares; 2025Q2: 22,225 shares; 2025Q3: 22,225 shares; 2025Q4: 24,544 shares; 2026Q1: 25,202 shares 25,202 $893K 0.02% +658 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: 11,816 shares; 2024Q4: 11,682 shares; 2025Q1: 11,702 shares; 2025Q2: 11,639 shares; 2025Q3: 11,743 shares; 2025Q4: 11,579 shares; 2026Q1: 11,653 shares 11,653 $868K 0.02% +74 Timeline IYY 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: 5,436 shares; 2024Q4: 5,436 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 5,436 shares; 2025Q4: 5,436 shares; 2026Q1: 5,436 shares 5,436 $861K 0.02% 0 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: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 5,771 shares; 2025Q2: 5,842 shares; 2025Q3: 5,784 shares; 2025Q4: 5,470 shares; 2026Q1: 5,720 shares 5,720 $858K 0.02% +250 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: 15,603 shares; 2024Q4: 15,403 shares; 2025Q1: 15,161 shares; 2025Q2: 15,157 shares; 2025Q3: 15,126 shares; 2025Q4: 12,315 shares; 2026Q1: 12,769 shares 12,769 $856K 0.02% +454 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,867 shares; 2025Q1: 1,865 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,881 shares 1,881 $840K 0.02% -6 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: 25,099 shares; 2024Q4: 25,099 shares; 2025Q1: 25,109 shares; 2025Q2: 17,759 shares; 2025Q3: 17,759 shares; 2025Q4: 17,759 shares; 2026Q1: 18,236 shares 18,236 $838K 0.02% +477 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: 10,966 shares; 2024Q4: 11,050 shares; 2025Q1: 11,052 shares; 2025Q2: 11,054 shares; 2025Q3: 10,942 shares; 2025Q4: 13,063 shares; 2026Q1: 12,843 shares 12,843 $838K 0.02% -220 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,113 shares; 2026Q1: 3,027 shares 3,027 $824K 0.02% -4,086 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 6,901 shares; 2025Q1: 6,904 shares; 2025Q2: 6,901 shares; 2025Q3: 6,901 shares; 2025Q4: 6,901 shares; 2026Q1: 6,937 shares 6,937 $824K 0.02% +36 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,801 shares; 2025Q2: 2,760 shares; 2025Q3: 2,730 shares; 2025Q4: 2,651 shares; 2026Q1: 2,641 shares 2,641 $764K 0.02% -10 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: 2,577 shares; 2024Q4: 2,675 shares; 2025Q1: 2,666 shares; 2025Q2: 2,685 shares; 2025Q3: 2,646 shares; 2025Q4: 2,773 shares; 2026Q1: 3,121 shares 3,121 $717K 0.01% +348 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: 7,451 shares; 2024Q4: 7,393 shares; 2025Q1: 7,270 shares; 2025Q2: 7,245 shares; 2025Q3: 7,245 shares; 2025Q4: 7,095 shares; 2026Q1: 6,926 shares 6,926 $707K 0.01% -169 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: 3,945 shares; 2024Q4: 8,826 shares; 2025Q1: 4,050 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 7,060 shares; 2026Q1: 11,320 shares 11,320 $693K 0.01% +4,260 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: 1,714 shares; 2024Q4: 1,931 shares; 2025Q1: 2,083 shares; 2025Q2: 2,011 shares; 2025Q3: 1,922 shares; 2025Q4: 2,364 shares; 2026Q1: 1,976 shares 1,976 $670K 0.01% -388 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: 6,868 shares; 2024Q4: 6,868 shares; 2025Q1: 6,870 shares; 2025Q2: 7,071 shares; 2025Q3: 6,911 shares; 2025Q4: 6,708 shares; 2026Q1: 6,709 shares 6,709 $667K 0.01% +1 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: 9,285 shares; 2024Q4: 9,285 shares; 2025Q1: 9,285 shares; 2025Q2: 9,270 shares; 2025Q3: 9,270 shares; 2025Q4: 9,276 shares; 2026Q1: 9,474 shares 9,474 $666K 0.01% +198 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: 907 shares; 2024Q4: 927 shares; 2025Q1: 1,007 shares; 2025Q2: 873 shares; 2025Q3: 816 shares; 2025Q4: 902 shares; 2026Q1: 1,094 shares 1,094 $661K 0.01% +192 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 5,962 shares; 2026Q1: 5,885 shares 5,885 $661K 0.01% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,391 shares; 2026Q1: 2,975 shares 2,975 $646K 0.01% +584 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: 513 shares; 2024Q4: 594 shares; 2025Q1: 794 shares; 2025Q2: 755 shares; 2025Q3: 773 shares; 2025Q4: 772 shares; 2026Q1: 763 shares 763 $646K 0.01% -9 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,400 shares; 2025Q1: 23,400 shares; 2025Q2: 24,300 shares; 2025Q3: 24,100 shares; 2025Q4: 25,182 shares; 2026Q1: 25,182 shares 25,182 $614K 0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,415 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares; 2026Q1: 4,415 shares 4,415 $598K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,610 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,480 shares; 2025Q4: 2,898 shares; 2026Q1: 4,089 shares 4,089 $594K 0.01% +1,191 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: 13,148 shares; 2024Q4: 11,995 shares; 2025Q1: 10,581 shares; 2025Q2: 10,453 shares; 2025Q3: 10,501 shares; 2025Q4: 10,422 shares; 2026Q1: 5,720 shares 5,720 $559K 0.01% -4,702 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,663 shares; 2025Q3: 1,652 shares; 2025Q4: 1,635 shares; 2026Q1: 1,640 shares 1,640 $555K 0.01% +5 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: 4,696 shares; 2024Q4: 4,696 shares; 2025Q1: 4,696 shares; 2025Q2: 5,152 shares; 2025Q3: 4,962 shares; 2025Q4: 4,596 shares; 2026Q1: 4,792 shares 4,792 $555K 0.01% +196 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: 5,759 shares; 2024Q4: 4,801 shares; 2025Q1: 2,935 shares; 2025Q2: 2,401 shares; 2025Q3: 2,366 shares; 2025Q4: 2,366 shares; 2026Q1: 2,367 shares 2,367 $554K 0.01% +1 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: 10,030 shares; 2024Q4: 19,350 shares; 2025Q1: 20,527 shares; 2025Q2: 20,527 shares; 2025Q3: 20,880 shares; 2025Q4: 20,976 shares; 2026Q1: 23,856 shares 23,856 $554K 0.01% +2,880 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,653 shares; 2025Q1: 8,199 shares; 2025Q2: 8,103 shares; 2025Q3: 8,031 shares; 2025Q4: 7,866 shares; 2026Q1: 7,876 shares 7,876 $547K 0.01% +10 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,227 shares; 2024Q4: 15,227 shares; 2025Q1: 15,227 shares; 2025Q2: 15,227 shares; 2025Q3: 14,827 shares; 2025Q4: 27,115 shares; 2026Q1: 20,971 shares 20,971 $545K 0.01% -6,144 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: 11,512 shares; 2024Q4: 11,204 shares; 2025Q1: 11,204 shares; 2025Q2: 11,204 shares; 2025Q3: 10,860 shares; 2025Q4: 10,860 shares; 2026Q1: 10,860 shares 10,860 $526K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,471 shares; 2025Q2: 1,670 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,607 shares 1,607 $526K 0.01% -13 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: 1,637 shares; 2024Q4: 1,465 shares; 2025Q1: 1,410 shares; 2025Q2: 1,059 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,511 shares 1,511 $519K 0.01% +457 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,734 shares 1,734 $516K 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,481 shares; 2026Q1: 6,481 shares 6,481 $516K 0.01% +4,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,330 shares; 2026Q1: 10,717 shares 10,717 $515K 0.01% +6,387 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,837 shares; 2025Q1: 3,811 shares; 2025Q2: 3,807 shares; 2025Q3: 3,797 shares; 2025Q4: 4,028 shares; 2026Q1: 4,628 shares 4,628 $508K 0.01% +600 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,731 shares; 2026Q1: 2,722 shares 2,722 $502K 0.01% -9 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: 7,917 shares; 2024Q4: 7,917 shares; 2025Q1: 6,929 shares; 2025Q2: 7,620 shares; 2025Q3: 7,620 shares; 2025Q4: 8,170 shares; 2026Q1: 6,847 shares 6,847 $498K 0.01% -1,323 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: 2,504 shares; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,475 shares; 2025Q3: 2,413 shares; 2025Q4: 2,621 shares; 2026Q1: 2,589 shares 2,589 $497K 0.01% -32 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: 1,518 shares; 2024Q4: 1,518 shares; 2025Q1: 1,530 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,403 shares; 2026Q1: 1,663 shares 1,663 $483K 0.01% +260 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: 2,827 shares; 2024Q4: 2,854 shares; 2025Q1: 2,972 shares; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 2,571 shares; 2026Q1: 2,401 shares 2,401 $475K 0.01% -170 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 8,205 shares; 2025Q3: 7,276 shares; 2025Q4: 4,340 shares; 2026Q1: 4,136 shares 4,136 $468K 0.01% -204 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 4,039 shares; 2025Q2: 5,759 shares; 2025Q3: 5,877 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $467K 0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,705 shares; 2025Q3: 6,705 shares; 2025Q4: 6,705 shares; 2026Q1: 6,572 shares 6,572 $466K 0.01% -133 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 6,407 shares; 2025Q1: 6,415 shares; 2025Q2: 6,407 shares; 2025Q3: 6,407 shares; 2025Q4: 6,407 shares; 2026Q1: 6,409 shares 6,409 $460K 0.01% +2 Timeline UPRO 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: not reported; 2025Q4: 3,000 shares; 2026Q1: 4,385 shares 4,385 $425K 0.01% +1,385 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,408 shares; 2024Q4: 11,512 shares; 2025Q1: 11,512 shares; 2025Q2: 11,512 shares; 2025Q3: 11,512 shares; 2025Q4: 11,512 shares; 2026Q1: 11,512 shares 11,512 $423K 0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,532 shares; 2026Q1: 1,446 shares 1,446 $405K 0.01% -86 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: 420 shares; 2024Q4: 570 shares; 2025Q1: 584 shares; 2025Q2: 614 shares; 2025Q3: 613 shares; 2025Q4: 612 shares; 2026Q1: 593 shares 593 $405K 0.01% -19 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: 5,026 shares; 2024Q4: 5,026 shares; 2025Q1: 5,026 shares; 2025Q2: 5,026 shares; 2025Q3: 5,026 shares; 2025Q4: 5,526 shares; 2026Q1: 6,508 shares 6,508 $401K 0.01% +982 Timeline MLPA 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: 8,347 shares; 2024Q4: 7,837 shares; 2025Q1: 7,437 shares; 2025Q2: 7,437 shares; 2025Q3: 7,437 shares; 2025Q4: 7,437 shares; 2026Q1: 7,437 shares 7,437 $401K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,087 shares; 2025Q2: 10,087 shares; 2025Q3: 9,387 shares; 2025Q4: 9,387 shares; 2026Q1: 9,387 shares 9,387 $400K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,398 shares; 2025Q3: 4,304 shares; 2025Q4: 4,423 shares; 2026Q1: 4,423 shares 4,423 $392K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,123 shares; 2025Q2: 7,761 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,046 shares 13,046 $378K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,610 shares; 2025Q1: 2,611 shares; 2025Q2: 2,588 shares; 2025Q3: 2,535 shares; 2025Q4: 2,536 shares; 2026Q1: 3,865 shares 3,865 $373K 0.01% +1,329 Timeline SPYD 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: 6,829 shares; 2024Q4: 6,829 shares; 2025Q1: 7,911 shares; 2025Q2: 7,911 shares; 2025Q3: 7,911 shares; 2025Q4: 7,911 shares; 2026Q1: 8,132 shares 8,132 $370K 0.01% +221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,387 shares; 2026Q1: 2,808 shares 2,808 $368K 0.01% +421 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: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares 1,775 $365K 0.01% 0 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: 2,075 shares; 2024Q4: 2,064 shares; 2025Q1: 2,074 shares; 2025Q2: 2,073 shares; 2025Q3: 2,068 shares; 2025Q4: 2,068 shares; 2026Q1: 2,059 shares 2,059 $359K 0.01% -9 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: 18,101 shares; 2024Q4: 17,641 shares; 2025Q1: 18,348 shares; 2025Q2: 11,707 shares; 2025Q3: 11,707 shares; 2025Q4: 11,707 shares; 2026Q1: 9,282 shares 9,282 $351K 0.01% -2,425 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 897 shares 897 $350K 0.01% +70 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: 1,191 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares; 2025Q4: 1,049 shares; 2026Q1: 1,096 shares 1,096 $349K 0.01% +47 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: 5,831 shares; 2024Q4: 5,651 shares; 2025Q1: 5,316 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 5,316 shares; 2026Q1: 5,116 shares 5,116 $349K 0.01% -200 Timeline AVUV 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: 5,083 shares; 2024Q4: 4,381 shares; 2025Q1: 4,368 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 3,131 shares 3,131 $346K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 103 shares; 2025Q2: 110 shares; 2025Q3: 112 shares; 2025Q4: 103 shares; 2026Q1: 102 shares 102 $345K 0.01% -1 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares 1,554 $340K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,486 shares; 2026Q1: 4,819 shares 4,819 $336K 0.01% +333 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares 1,026 $326K 0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,277 shares; 2025Q1: 2,920 shares; 2025Q2: 3,484 shares; 2025Q3: 3,484 shares; 2025Q4: 3,737 shares; 2026Q1: 3,580 shares 3,580 $324K 0.01% -157 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: 12,873 shares; 2024Q4: 12,192 shares; 2025Q1: 11,676 shares; 2025Q2: 11,676 shares; 2025Q3: 12,423 shares; 2025Q4: 11,493 shares; 2026Q1: 9,506 shares 9,506 $319K 0.01% -1,987 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,542 shares; 2024Q4: 16,838 shares; 2025Q1: 15,690 shares; 2025Q2: 16,221 shares; 2025Q3: 13,739 shares; 2025Q4: 13,411 shares; 2026Q1: 12,947 shares 12,947 $316K 0.01% -464 Timeline SCHO 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: 5,507 shares; 2024Q4: 11,119 shares; 2025Q1: 11,955 shares; 2025Q2: 12,726 shares; 2025Q3: 12,876 shares; 2025Q4: 12,283 shares; 2026Q1: 12,665 shares 12,665 $307K 0.01% +382 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 813 shares; 2026Q1: 659 shares 659 $306K 0.01% -154 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 785 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 720 shares; 2026Q1: 723 shares 723 $301K 0.01% +3 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 949 shares 949 $298K 0.01% +1 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: 437,682 shares; 2024Q4: 449,925 shares; 2025Q1: 460,328 shares; 2025Q2: 8,632 shares; 2025Q3: 5,932 shares; 2025Q4: 5,232 shares; 2026Q1: 5,232 shares 5,232 $297K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 1,031 shares 1,031 $296K 0.01% +306 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130 $288K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,461 shares; 2026Q1: 798 shares 798 $286K 0.01% -663 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 213 shares 213 $281K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,126 shares; 2026Q1: 2,866 shares 2,866 $281K 0.01% -1,260 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares 704 $276K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,677 shares 4,677 $275K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 12,034 shares; 2025Q1: 12,345 shares; 2025Q2: 12,340 shares; 2025Q3: 11,793 shares; 2025Q4: 11,353 shares; 2026Q1: 10,853 shares 10,853 $272K 0.01% -500 Timeline TSBK TIMBERLAND BANCORP INC More: the full row for TIMBERLAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,866 shares; 2025Q1: 6,866 shares; 2025Q2: 6,866 shares; 2025Q3: 6,866 shares; 2025Q4: 6,866 shares; 2026Q1: 6,866 shares 6,866 $271K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,779 shares; 2026Q1: 2,898 shares 2,898 $270K 0.01% -881 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,948 shares; 2026Q1: 7,948 shares 7,948 $267K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,709 shares 5,709 $265K 0.01% new Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,823 shares; 2026Q1: 4,823 shares 4,823 $264K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,713 shares 1,713 $262K 0.01% +18 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,186 shares; 2025Q3: 5,186 shares; 2025Q4: 5,186 shares; 2026Q1: 5,186 shares 5,186 $258K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares 976 $256K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,986 shares; 2025Q1: 2,009 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: not reported; 2026Q1: 2,434 shares 2,434 $252K 0.01% new Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,232 shares; 2024Q4: 56,278 shares; 2025Q1: 56,278 shares; 2025Q2: 48,278 shares; 2025Q3: 40,278 shares; 2025Q4: 32,278 shares; 2026Q1: 24,278 shares 24,278 $252K 0.01% -8,000 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 819 shares; 2025Q2: 833 shares; 2025Q3: 818 shares; 2025Q4: 823 shares; 2026Q1: 848 shares 848 $250K <0.01% +25 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,099 shares; 2025Q4: 4,099 shares; 2026Q1: 4,099 shares 4,099 $249K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,783 shares; 2026Q1: 2,703 shares 2,703 $246K <0.01% -80 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: 2,400 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,973 shares; 2026Q1: 2,641 shares 2,641 $245K <0.01% -332 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,535 shares; 2025Q1: 2,251 shares; 2025Q2: 2,311 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares; 2026Q1: 1,326 shares 1,326 $239K <0.01% -809 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: 1,306 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares 1,304 $238K <0.01% 0 Timeline PRFZ 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: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 5,745 shares; 2025Q2: 5,176 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares 5,175 $237K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,010 shares; 2026Q1: 1,190 shares 1,190 $236K <0.01% -1,820 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC 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: 10,484 shares; 2026Q1: 5,242 shares 5,242 $234K <0.01% -5,242 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: not reported; 2025Q4: not reported; 2026Q1: 1,720 shares 1,720 $234K <0.01% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,722 shares 2,722 $228K <0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 2,915 shares; 2025Q1: 2,715 shares; 2025Q2: 2,736 shares; 2025Q3: 2,114 shares; 2025Q4: 2,410 shares; 2026Q1: 2,018 shares 2,018 $223K <0.01% -392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,625 shares 4,625 $217K <0.01% new Timeline AVLV 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: 3,132 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,655 shares; 2026Q1: 2,655 shares 2,655 $214K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,613 shares; 2025Q1: 3,677 shares; 2025Q2: 4,118 shares; 2025Q3: 4,155 shares; 2025Q4: not reported; 2026Q1: 2,910 shares 2,910 $211K <0.01% new Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,216 shares; 2024Q4: 72,233 shares; 2025Q1: not reported; 2025Q2: 12,874 shares; 2025Q3: 8,971 shares; 2025Q4: 8,155 shares; 2026Q1: 8,038 shares 8,038 $210K <0.01% -117 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: 7,229 shares; 2024Q4: 6,377 shares; 2025Q1: 5,522 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,140 shares; 2026Q1: 4,140 shares 4,140 $210K <0.01% 0 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: 664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 697 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 771 shares 771 $209K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,494 shares; 2026Q1: 2,494 shares 2,494 $206K <0.01% 0 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: 6,430 shares; 2024Q4: 6,232 shares; 2025Q1: 6,232 shares; 2025Q2: 6,232 shares; 2025Q3: 6,323 shares; 2025Q4: 6,129 shares; 2026Q1: 5,507 shares 5,507 $205K <0.01% -622 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,800 shares; 2026Q1: 1,841 shares 1,841 $204K <0.01% -1,959 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,442 shares 4,442 $204K <0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares; 2025Q4: not reported; 2026Q1: 3,816 shares 3,816 $200K <0.01% new Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,060 shares 10,060 $170K <0.01% new Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,300 shares; 2024Q4: 23,533 shares; 2025Q1: 23,533 shares; 2025Q2: 23,533 shares; 2025Q3: 22,547 shares; 2025Q4: 22,547 shares; 2026Q1: 22,547 shares 22,547 $124K <0.01% 0 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $116K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $25.4K <0.01% 0 Timeline