IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 313,899 shares; 2025Q1: 299,347 shares; 2025Q2: 265,936 shares; 2025Q3: 265,802 shares; 2025Q4: 277,807 shares; 2026Q1: 278,151 shares; 2026Q2: 250,986 shares 250,986 $188M 13.82% -27,165 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; 2024Q3: restricted; 2024Q4: 1,515,181 shares; 2025Q1: 1,751,162 shares; 2025Q2: 1,805,531 shares; 2025Q3: 1,884,587 shares; 2025Q4: 2,050,810 shares; 2026Q1: 2,125,722 shares; 2026Q2: 2,296,384 shares 2,296,384 $135M 9.96% +170,662 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 818,296 shares; 2025Q1: 943,280 shares; 2025Q2: 961,584 shares; 2025Q3: 1,018,391 shares; 2025Q4: 1,076,871 shares; 2026Q1: 1,121,853 shares; 2026Q2: 1,136,555 shares 1,136,555 $110M 8.07% +14,702 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 953,172 shares; 2025Q1: 973,741 shares; 2025Q2: 976,846 shares; 2025Q3: 988,094 shares; 2025Q4: 965,131 shares; 2026Q1: 927,706 shares; 2026Q2: 908,557 shares 908,557 $70.1M 5.15% -19,149 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; 2024Q3: restricted; 2024Q4: 1,666,108 shares; 2025Q1: 1,807,628 shares; 2025Q2: 2,125,226 shares; 2025Q3: 2,234,276 shares; 2025Q4: 2,443,542 shares; 2026Q1: 2,576,647 shares; 2026Q2: 2,758,500 shares 2,758,500 $66.6M 4.9% +181,853 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 489,831 shares; 2025Q1: 490,271 shares; 2025Q2: 489,981 shares; 2025Q3: 493,744 shares; 2025Q4: 482,912 shares; 2026Q1: 462,245 shares; 2026Q2: 448,700 shares 448,700 $66.5M 4.89% -13,545 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; 2024Q3: restricted; 2024Q4: 3,508,454 shares; 2025Q1: 3,214,370 shares; 2025Q2: 2,581,836 shares; 2025Q3: 2,537,597 shares; 2025Q4: 2,472,943 shares; 2026Q1: 2,426,254 shares; 2026Q2: 2,083,081 shares 2,083,081 $61.3M 4.51% -343,173 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; 2024Q3: restricted; 2024Q4: 10,245 shares; 2025Q1: 11,144 shares; 2025Q2: 170,989 shares; 2025Q3: 176,216 shares; 2025Q4: 190,142 shares; 2026Q1: 260,202 shares; 2026Q2: 279,871 shares 279,871 $59.5M 4.38% +19,669 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 741,557 shares; 2025Q1: 760,780 shares; 2025Q2: 773,440 shares; 2025Q3: 787,763 shares; 2025Q4: 841,625 shares; 2026Q1: 871,116 shares; 2026Q2: 908,714 shares 908,714 $47.6M 3.5% +37,598 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 316,189 shares; 2025Q1: 327,152 shares; 2025Q2: 330,790 shares; 2025Q3: 344,037 shares; 2025Q4: 378,823 shares; 2026Q1: 393,454 shares; 2026Q2: 422,012 shares 422,012 $39.9M 2.93% +28,558 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 369,359 shares; 2025Q1: 415,196 shares; 2025Q2: 424,871 shares; 2025Q3: 436,528 shares; 2025Q4: 439,063 shares; 2026Q1: 468,008 shares; 2026Q2: 468,405 shares 468,405 $37.2M 2.74% +397 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 176,767 shares; 2025Q1: 199,235 shares; 2025Q2: 205,536 shares; 2025Q3: 264,404 shares; 2025Q4: 259,127 shares; 2026Q1: 195,079 shares; 2026Q2: 366,588 shares 366,588 $36.9M 2.71% +171,509 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; 2024Q3: restricted; 2024Q4: 1,051,358 shares; 2025Q1: 1,285,947 shares; 2025Q2: 1,270,080 shares; 2025Q3: 1,253,779 shares; 2025Q4: 1,246,901 shares; 2026Q1: 1,247,016 shares; 2026Q2: 1,236,006 shares 1,236,006 $34.2M 2.52% -11,010 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; 2024Q3: restricted; 2024Q4: 311,160 shares; 2025Q1: 311,078 shares; 2025Q2: 308,121 shares; 2025Q3: 336,435 shares; 2025Q4: 329,412 shares; 2026Q1: 394,721 shares; 2026Q2: 410,543 shares 410,543 $24.5M 1.8% +15,822 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 623,035 shares; 2025Q1: 630,649 shares; 2025Q2: 625,653 shares; 2025Q3: 619,752 shares; 2025Q4: 626,905 shares; 2026Q1: 559,777 shares; 2026Q2: 537,014 shares 537,014 $19.8M 1.46% -22,763 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; 2024Q3: restricted; 2024Q4: 635,493 shares; 2025Q1: 629,681 shares; 2025Q2: 627,780 shares; 2025Q3: 622,143 shares; 2025Q4: 619,041 shares; 2026Q1: 541,218 shares; 2026Q2: 517,818 shares 517,818 $18.7M 1.38% -23,400 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68,915 shares; 2025Q1: 66,879 shares; 2025Q2: 65,113 shares; 2025Q3: 64,871 shares; 2025Q4: 62,297 shares; 2026Q1: 61,636 shares; 2026Q2: 61,767 shares 61,767 $17.9M 1.31% +131 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; 2024Q3: restricted; 2024Q4: 25,505 shares; 2025Q1: 25,380 shares; 2025Q2: 23,861 shares; 2025Q3: 20,783 shares; 2025Q4: 20,507 shares; 2026Q1: 20,540 shares; 2026Q2: 20,781 shares 20,781 $14.3M 1.05% +241 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; 2024Q3: restricted; 2024Q4: 45,603 shares; 2025Q1: 44,134 shares; 2025Q2: 43,717 shares; 2025Q3: 43,125 shares; 2025Q4: 39,116 shares; 2026Q1: 38,873 shares; 2026Q2: 38,072 shares 38,072 $12.5M 0.92% -801 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 354,291 shares; 2025Q1: 336,950 shares; 2025Q2: 329,412 shares; 2025Q3: 323,738 shares; 2025Q4: 326,329 shares; 2026Q1: 299,629 shares; 2026Q2: 283,010 shares 283,010 $11.7M 0.86% -16,619 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 433,830 shares; 2026Q2: 500,930 shares 500,930 $11.2M 0.82% +67,100 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,627 shares; 2025Q1: 30,833 shares; 2025Q2: 29,661 shares; 2025Q3: 27,581 shares; 2025Q4: 26,205 shares; 2026Q1: 25,751 shares; 2026Q2: 25,469 shares 25,469 $9.1M 0.67% -282 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,077 shares; 2025Q1: 20,190 shares; 2025Q2: 19,701 shares; 2025Q3: 20,228 shares; 2025Q4: 19,432 shares; 2026Q1: 19,133 shares; 2026Q2: 19,876 shares 19,876 $7.41M 0.55% +743 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; 2024Q3: restricted; 2024Q4: 16,699 shares; 2025Q1: 16,740 shares; 2025Q2: 16,177 shares; 2025Q3: 15,977 shares; 2025Q4: 15,299 shares; 2026Q1: 11,164 shares; 2026Q2: 10,061 shares 10,061 $7.27M 0.53% -1,103 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; 2024Q3: restricted; 2024Q4: 159,062 shares; 2025Q1: 159,662 shares; 2025Q2: 156,127 shares; 2025Q3: 152,635 shares; 2025Q4: 151,201 shares; 2026Q1: 188,681 shares; 2026Q2: 196,346 shares 196,346 $7.12M 0.52% +7,665 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,980 shares; 2025Q1: 20,687 shares; 2025Q2: 20,538 shares; 2025Q3: 20,222 shares; 2025Q4: 20,075 shares; 2026Q1: 20,196 shares; 2026Q2: 20,059 shares 20,059 $7.09M 0.52% -137 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,807 shares; 2025Q1: 26,457 shares; 2025Q2: 26,391 shares; 2025Q3: 25,968 shares; 2025Q4: 24,418 shares; 2026Q1: 23,641 shares; 2026Q2: 23,282 shares 23,282 $5.91M 0.43% -359 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; 2024Q3: restricted; 2024Q4: 39,575 shares; 2025Q1: 36,116 shares; 2025Q2: 34,956 shares; 2025Q3: 35,151 shares; 2025Q4: 35,285 shares; 2026Q1: 31,959 shares; 2026Q2: 29,722 shares 29,722 $5.87M 0.43% -2,237 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; 2024Q3: restricted; 2024Q4: 44,423 shares; 2025Q1: 43,169 shares; 2025Q2: 43,254 shares; 2025Q3: 42,803 shares; 2025Q4: 41,410 shares; 2026Q1: 37,864 shares; 2026Q2: 39,625 shares 39,625 $5.42M 0.4% +1,761 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; 2024Q3: restricted; 2024Q4: 21,909 shares; 2025Q1: 21,893 shares; 2025Q2: 21,161 shares; 2025Q3: 21,308 shares; 2025Q4: 19,978 shares; 2026Q1: 19,883 shares; 2026Q2: 20,064 shares 20,064 $4.78M 0.35% +181 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; 2024Q3: restricted; 2024Q4: 25,238 shares; 2025Q1: 23,228 shares; 2025Q2: 23,247 shares; 2025Q3: 23,462 shares; 2025Q4: 23,037 shares; 2026Q1: 20,754 shares; 2026Q2: 18,620 shares 18,620 $4.52M 0.33% -2,134 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,632 shares; 2025Q1: 24,860 shares; 2025Q2: 23,312 shares; 2025Q3: 23,185 shares; 2025Q4: 21,529 shares; 2026Q1: 21,926 shares; 2026Q2: 21,748 shares 21,748 $4.13M 0.3% -178 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; 2024Q3: restricted; 2024Q4: 16,686 shares; 2025Q1: 15,886 shares; 2025Q2: 15,818 shares; 2025Q3: 15,460 shares; 2025Q4: 14,456 shares; 2026Q1: 14,003 shares; 2026Q2: 13,908 shares 13,908 $3.91M 0.29% -95 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; 2024Q3: restricted; 2024Q4: 4,790 shares; 2025Q1: 4,848 shares; 2025Q2: 5,295 shares; 2025Q3: 5,273 shares; 2025Q4: 5,257 shares; 2026Q1: 5,229 shares; 2026Q2: 5,095 shares 5,095 $3.8M 0.28% -134 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,006 shares; 2025Q1: 19,168 shares; 2025Q2: 18,663 shares; 2025Q3: 18,196 shares; 2025Q4: 17,899 shares; 2026Q1: 17,191 shares; 2026Q2: 17,217 shares 17,217 $3.44M 0.25% +26 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; 2024Q3: restricted; 2024Q4: 38,652 shares; 2025Q1: 35,380 shares; 2025Q2: 36,211 shares; 2025Q3: 33,730 shares; 2025Q4: 33,347 shares; 2026Q1: 31,439 shares; 2026Q2: 28,999 shares 28,999 $3.41M 0.25% -2,440 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 21,500 shares; 2026Q1: 21,500 shares; 2026Q2: 21,500 shares 21,500 $3.37M 0.25% 0 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; 2024Q3: restricted; 2024Q4: 26,043 shares; 2025Q1: 26,043 shares; 2025Q2: 23,070 shares; 2025Q3: 23,220 shares; 2025Q4: 23,220 shares; 2026Q1: 23,120 shares; 2026Q2: 21,337 shares 21,337 $3.37M 0.25% -1,783 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,980 shares; 2025Q1: 22,620 shares; 2025Q2: 21,945 shares; 2025Q3: 21,334 shares; 2025Q4: 20,517 shares; 2026Q1: 20,569 shares; 2026Q2: 20,196 shares 20,196 $3.1M 0.23% -373 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; 2024Q3: restricted; 2024Q4: 1,248 shares; 2025Q1: 1,212 shares; 2025Q2: 1,314 shares; 2025Q3: 5,902 shares; 2025Q4: 5,641 shares; 2026Q1: 5,625 shares; 2026Q2: 5,336 shares 5,336 $3.1M 0.23% -289 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,249 shares; 2025Q1: 27,501 shares; 2025Q2: 25,617 shares; 2025Q3: 25,273 shares; 2025Q4: 23,093 shares; 2026Q1: 22,608 shares; 2026Q2: 22,097 shares 22,097 $3.09M 0.23% -511 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; 2024Q3: restricted; 2024Q4: 9,318 shares; 2025Q1: 9,282 shares; 2025Q2: 9,282 shares; 2025Q3: 9,337 shares; 2025Q4: 8,437 shares; 2026Q1: 9,077 shares; 2026Q2: 8,938 shares 8,938 $3.05M 0.22% -139 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,074 shares; 2025Q1: 12,429 shares; 2025Q2: 12,715 shares; 2025Q3: 11,937 shares; 2025Q4: 11,721 shares; 2026Q1: 11,166 shares; 2026Q2: 12,051 shares 12,051 $3.03M 0.22% +885 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; 2024Q3: restricted; 2024Q4: 3,253 shares; 2025Q1: 3,203 shares; 2025Q2: 3,199 shares; 2025Q3: 3,158 shares; 2025Q4: 2,596 shares; 2026Q1: 2,590 shares; 2026Q2: 2,515 shares 2,515 $3.02M 0.22% -75 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; 2024Q3: restricted; 2024Q4: 52,519 shares; 2025Q1: 41,359 shares; 2025Q2: 41,678 shares; 2025Q3: 41,085 shares; 2025Q4: 39,496 shares; 2026Q1: 40,105 shares; 2026Q2: 40,082 shares 40,082 $2.86M 0.21% -23 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,279 shares; 2025Q1: 30,799 shares; 2025Q2: 29,565 shares; 2025Q3: 28,312 shares; 2025Q4: 26,160 shares; 2026Q1: 25,599 shares; 2026Q2: 25,087 shares 25,087 $2.84M 0.21% -512 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,976 shares; 2025Q1: 23,733 shares; 2025Q2: 23,375 shares; 2025Q3: 23,650 shares; 2025Q4: 21,359 shares; 2026Q1: 20,472 shares; 2026Q2: 20,678 shares 20,678 $2.8M 0.21% +206 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; 2024Q3: restricted; 2024Q4: 86,964 shares; 2025Q1: 78,673 shares; 2025Q2: 81,444 shares; 2025Q3: 81,298 shares; 2025Q4: 80,720 shares; 2026Q1: 77,476 shares; 2026Q2: 76,656 shares 76,656 $2.43M 0.18% -820 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,390 shares; 2025Q1: 26,086 shares; 2025Q2: 25,694 shares; 2025Q3: 25,334 shares; 2025Q4: 24,729 shares; 2026Q1: 17,200 shares; 2026Q2: 16,243 shares 16,243 $2.31M 0.17% -957 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,642 shares; 2025Q1: 9,356 shares; 2025Q2: 9,363 shares; 2025Q3: 9,078 shares; 2025Q4: 8,950 shares; 2026Q1: 8,820 shares; 2026Q2: 8,544 shares 8,544 $2.31M 0.17% -276 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; 2024Q3: restricted; 2024Q4: 5,553 shares; 2025Q1: 5,335 shares; 2025Q2: 4,929 shares; 2025Q3: 4,899 shares; 2025Q4: 4,576 shares; 2026Q1: 4,450 shares; 2026Q2: 4,470 shares 4,470 $2.22M 0.16% +20 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,535 shares; 2025Q1: 45,535 shares; 2025Q2: 44,198 shares; 2025Q3: 44,198 shares; 2025Q4: 44,198 shares; 2026Q1: 44,198 shares; 2026Q2: 48,039 shares 48,039 $2.19M 0.16% +3,841 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,478 shares; 2025Q1: 5,483 shares; 2025Q2: 10,028 shares; 2025Q3: 9,978 shares; 2025Q4: 9,381 shares; 2026Q1: 9,899 shares; 2026Q2: 9,824 shares 9,824 $2.13M 0.16% -75 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; 2024Q3: restricted; 2024Q4: 4,768 shares; 2025Q1: 4,370 shares; 2025Q2: 4,096 shares; 2025Q3: 4,044 shares; 2025Q4: 3,797 shares; 2026Q1: 3,797 shares; 2026Q2: 4,106 shares 4,106 $2.05M 0.15% +309 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; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 1,977 shares; 2026Q1: 1,992 shares; 2026Q2: 1,933 shares 1,933 $1.95M 0.14% -59 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,826 shares; 2025Q1: 6,676 shares; 2025Q2: 6,445 shares; 2025Q3: 6,495 shares; 2025Q4: 6,156 shares; 2026Q1: 5,996 shares; 2026Q2: 5,694 shares 5,694 $1.95M 0.14% -302 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; 2024Q3: restricted; 2024Q4: 97,261 shares; 2025Q1: 97,412 shares; 2025Q2: 97,520 shares; 2025Q3: 101,347 shares; 2025Q4: 96,397 shares; 2026Q1: 85,993 shares; 2026Q2: 83,589 shares 83,589 $1.93M 0.14% -2,404 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,361 shares; 2025Q1: 10,083 shares; 2025Q2: 10,529 shares; 2025Q3: 10,310 shares; 2025Q4: 11,566 shares; 2026Q1: 10,828 shares; 2026Q2: 10,431 shares 10,431 $1.93M 0.14% -397 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,278 shares; 2025Q1: 5,709 shares; 2025Q2: 5,753 shares; 2025Q3: 5,823 shares; 2025Q4: 5,688 shares; 2026Q1: 5,481 shares; 2026Q2: 5,297 shares 5,297 $1.92M 0.14% -184 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; 2024Q3: restricted; 2024Q4: 8,535 shares; 2025Q1: 6,352 shares; 2025Q2: 6,102 shares; 2025Q3: 6,067 shares; 2025Q4: 5,949 shares; 2026Q1: 5,911 shares; 2026Q2: 23,571 shares 23,571 $1.9M 0.14% +17,660 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; 2024Q3: restricted; 2024Q4: 79,189 shares; 2025Q1: 74,284 shares; 2025Q2: 69,753 shares; 2025Q3: 65,090 shares; 2025Q4: 59,898 shares; 2026Q1: 44,363 shares; 2026Q2: 44,591 shares 44,591 $1.89M 0.14% +228 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; 2024Q3: restricted; 2024Q4: 9,130 shares; 2025Q1: 7,585 shares; 2025Q2: 7,492 shares; 2025Q3: 7,360 shares; 2025Q4: 7,400 shares; 2026Q1: 6,796 shares; 2026Q2: 20,829 shares 20,829 $1.83M 0.13% +14,033 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,204 shares; 2025Q1: 17,865 shares; 2025Q2: 17,574 shares; 2025Q3: 20,436 shares; 2025Q4: 21,150 shares; 2026Q1: 21,385 shares; 2026Q2: 21,994 shares 21,994 $1.82M 0.13% +609 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,469 shares; 2025Q1: 16,512 shares; 2025Q2: 16,555 shares; 2025Q3: 16,614 shares; 2025Q4: 16,848 shares; 2026Q1: 16,848 shares; 2026Q2: 16,848 shares 16,848 $1.79M 0.13% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,793 shares; 2025Q1: 11,793 shares; 2025Q2: 11,793 shares; 2025Q3: 12,142 shares; 2025Q4: 12,083 shares; 2026Q1: 12,083 shares; 2026Q2: 12,083 shares 12,083 $1.79M 0.13% 0 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; 2024Q3: restricted; 2024Q4: 9,664 shares; 2025Q1: 9,137 shares; 2025Q2: 8,946 shares; 2025Q3: 9,088 shares; 2025Q4: 8,566 shares; 2026Q1: 8,346 shares; 2026Q2: 7,963 shares 7,963 $1.76M 0.13% -383 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,371 shares; 2025Q1: 6,116 shares; 2025Q2: 5,655 shares; 2025Q3: 5,580 shares; 2025Q4: 5,294 shares; 2026Q1: 5,213 shares; 2026Q2: 5,458 shares 5,458 $1.72M 0.13% +245 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,959 shares; 2025Q1: 11,559 shares; 2025Q2: 11,280 shares; 2025Q3: 11,265 shares; 2025Q4: 10,465 shares; 2026Q1: 10,379 shares; 2026Q2: 10,100 shares 10,100 $1.71M 0.13% -279 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,508 shares; 2025Q1: 12,795 shares; 2025Q2: 13,422 shares; 2025Q3: 13,112 shares; 2025Q4: 12,751 shares; 2026Q1: 11,227 shares; 2026Q2: 10,963 shares 10,963 $1.7M 0.12% -264 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,589 shares; 2025Q1: 4,666 shares; 2025Q2: 4,577 shares; 2025Q3: 4,823 shares; 2025Q4: 4,703 shares; 2026Q1: 4,514 shares; 2026Q2: 4,449 shares 4,449 $1.68M 0.12% -65 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; 2024Q3: restricted; 2024Q4: 3,609 shares; 2025Q1: 3,283 shares; 2025Q2: 3,297 shares; 2025Q3: 3,255 shares; 2025Q4: 3,272 shares; 2026Q1: 3,258 shares; 2026Q2: 4,755 shares 4,755 $1.68M 0.12% +1,497 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,695 shares; 2025Q1: 32,816 shares; 2025Q2: 33,415 shares; 2025Q3: 30,165 shares; 2025Q4: 27,587 shares; 2026Q1: 7,289 shares; 2026Q2: 6,551 shares 6,551 $1.67M 0.12% -738 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; 2024Q3: restricted; 2024Q4: 2,431 shares; 2025Q1: 2,453 shares; 2025Q2: 2,294 shares; 2025Q3: 3,134 shares; 2025Q4: 2,842 shares; 2026Q1: 2,813 shares; 2026Q2: 2,858 shares 2,858 $1.61M 0.12% +45 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; 2024Q3: restricted; 2024Q4: 5,411 shares; 2025Q1: 5,331 shares; 2025Q2: 4,953 shares; 2025Q3: 4,817 shares; 2025Q4: 4,341 shares; 2026Q1: 4,536 shares; 2026Q2: 4,462 shares 4,462 $1.58M 0.12% -74 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,777 shares; 2025Q1: 28,113 shares; 2025Q2: 29,197 shares; 2025Q3: 28,959 shares; 2025Q4: 28,604 shares; 2026Q1: 28,039 shares; 2026Q2: 26,428 shares 26,428 $1.57M 0.12% -1,611 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; 2024Q3: restricted; 2024Q4: 11,943 shares; 2025Q1: 11,010 shares; 2025Q2: 10,974 shares; 2025Q3: 11,005 shares; 2025Q4: 10,777 shares; 2026Q1: 9,745 shares; 2026Q2: 10,940 shares 10,940 $1.57M 0.12% +1,195 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,862 shares; 2025Q1: 7,707 shares; 2025Q2: 7,220 shares; 2025Q3: 7,483 shares; 2025Q4: 7,138 shares; 2026Q1: 10,243 shares; 2026Q2: 9,795 shares 9,795 $1.53M 0.11% -448 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,522 shares; 2025Q1: 20,428 shares; 2025Q2: 21,133 shares; 2025Q3: 20,000 shares; 2025Q4: 18,464 shares; 2026Q1: 16,572 shares; 2026Q2: 16,008 shares 16,008 $1.53M 0.11% -564 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,303 shares; 2025Q1: 2,843 shares; 2025Q2: 2,685 shares; 2025Q3: 2,705 shares; 2025Q4: 2,530 shares; 2026Q1: 3,504 shares; 2026Q2: 3,327 shares 3,327 $1.48M 0.11% -177 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,562 shares; 2025Q1: 42,562 shares; 2025Q2: 33,046 shares; 2025Q3: 33,046 shares; 2025Q4: 33,046 shares; 2026Q1: 33,046 shares; 2026Q2: 35,511 shares 35,511 $1.45M 0.11% +2,465 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,156 shares; 2025Q1: 13,014 shares; 2025Q2: 11,945 shares; 2025Q3: 11,808 shares; 2025Q4: 11,004 shares; 2026Q1: 10,794 shares; 2026Q2: 10,961 shares 10,961 $1.44M 0.11% +167 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,688 shares; 2025Q1: 4,602 shares; 2025Q2: 4,410 shares; 2025Q3: 4,385 shares; 2025Q4: 3,788 shares; 2026Q1: 3,694 shares; 2026Q2: 3,708 shares 3,708 $1.43M 0.11% +14 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; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,476 shares 18,476 $1.37M 0.1% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,723 shares; 2025Q1: 8,539 shares; 2025Q2: 8,000 shares; 2025Q3: 7,659 shares; 2025Q4: 12,867 shares; 2026Q1: 12,141 shares; 2026Q2: 11,693 shares 11,693 $1.37M 0.1% -448 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; 2024Q3: restricted; 2024Q4: 42,045 shares; 2025Q1: 26,854 shares; 2025Q2: 26,474 shares; 2025Q3: 25,990 shares; 2025Q4: 24,576 shares; 2026Q1: 23,789 shares; 2026Q2: 23,737 shares 23,737 $1.37M 0.1% -52 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,566 shares; 2025Q2: 1,633 shares; 2025Q3: 1,581 shares; 2025Q4: 1,539 shares; 2026Q1: 1,452 shares; 2026Q2: 1,418 shares 1,418 $1.36M 0.1% -34 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,845 shares; 2025Q1: 9,845 shares; 2025Q2: 9,845 shares; 2025Q3: 9,845 shares; 2025Q4: 9,799 shares; 2026Q1: 9,799 shares; 2026Q2: 9,799 shares 9,799 $1.34M 0.1% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,985 shares; 2025Q1: 9,985 shares; 2025Q2: 9,985 shares; 2025Q3: 11,168 shares; 2025Q4: 11,168 shares; 2026Q1: 11,168 shares; 2026Q2: 11,168 shares 11,168 $1.31M 0.1% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,226 shares; 2025Q1: 1,247 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,281 shares; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares 1,231 $1.31M 0.1% 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; 2024Q3: restricted; 2024Q4: 4,998 shares; 2025Q1: 4,791 shares; 2025Q2: 4,487 shares; 2025Q3: 4,421 shares; 2025Q4: 4,111 shares; 2026Q1: 4,104 shares; 2026Q2: 4,083 shares 4,083 $1.3M 0.1% -21 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,157 shares; 2025Q1: 3,137 shares; 2025Q2: 3,137 shares; 2025Q3: 3,137 shares; 2025Q4: 3,116 shares; 2026Q1: 3,116 shares; 2026Q2: 3,035 shares 3,035 $1.26M 0.09% -81 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,159 shares; 2025Q1: 39,060 shares; 2025Q2: 41,844 shares; 2025Q3: 45,638 shares; 2025Q4: 25,170 shares; 2026Q1: 14,421 shares; 2026Q2: 10,953 shares 10,953 $1.25M 0.09% -3,468 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,804 shares; 2025Q1: 12,374 shares; 2025Q2: 11,560 shares; 2025Q3: 11,565 shares; 2025Q4: 10,260 shares; 2026Q1: 10,027 shares; 2026Q2: 10,129 shares 10,129 $1.25M 0.09% +102 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,090 shares; 2025Q1: 27,220 shares; 2025Q2: 27,347 shares; 2025Q3: 26,748 shares; 2025Q4: 25,769 shares; 2026Q1: 23,406 shares; 2026Q2: 22,978 shares 22,978 $1.25M 0.09% -428 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; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 6,180 shares; 2025Q2: 5,474 shares; 2025Q3: 10,235 shares; 2025Q4: 28,122 shares; 2026Q1: 30,191 shares; 2026Q2: 6,361 shares 6,361 $1.21M 0.09% -23,830 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,737 shares; 2025Q1: 16,980 shares; 2025Q2: 17,002 shares; 2025Q3: 27,971 shares; 2025Q4: 25,516 shares; 2026Q1: 24,917 shares; 2026Q2: 24,846 shares 24,846 $1.19M 0.09% -71 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,108 shares 8,108 $1.14M 0.08% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,240 shares; 2025Q1: 6,180 shares; 2025Q2: 6,093 shares; 2025Q3: 5,811 shares; 2025Q4: 5,714 shares; 2026Q1: 6,272 shares; 2026Q2: 6,931 shares 6,931 $1.13M 0.08% +659 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,533 shares; 2025Q1: 10,669 shares; 2025Q2: 11,904 shares; 2025Q3: 14,851 shares; 2025Q4: 14,054 shares; 2026Q1: 12,733 shares; 2026Q2: 28,272 shares 28,272 $1.12M 0.08% +15,539 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,867 shares; 2025Q1: 5,124 shares; 2025Q2: 5,137 shares; 2025Q3: 5,126 shares; 2025Q4: 4,834 shares; 2026Q1: 4,672 shares; 2026Q2: 4,627 shares 4,627 $1.09M 0.08% -45 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,895 shares; 2025Q1: 5,463 shares; 2025Q2: 5,607 shares; 2025Q3: 5,065 shares; 2025Q4: 4,892 shares; 2026Q1: 4,519 shares; 2026Q2: 4,384 shares 4,384 $1.08M 0.08% -135 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,374 shares; 2025Q1: 9,374 shares; 2025Q2: 9,374 shares; 2025Q3: 9,830 shares; 2025Q4: 9,970 shares; 2026Q1: 9,970 shares; 2026Q2: 9,970 shares 9,970 $1.07M 0.08% 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; 2024Q3: restricted; 2024Q4: 75,123 shares; 2025Q1: 69,470 shares; 2025Q2: 73,022 shares; 2025Q3: 58,208 shares; 2025Q4: 58,884 shares; 2026Q1: 53,386 shares; 2026Q2: 51,747 shares 51,747 $1.07M 0.08% -1,639 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,706 shares; 2025Q1: 2,847 shares; 2025Q2: 2,905 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares; 2026Q1: 2,703 shares; 2026Q2: 2,795 shares 2,795 $1.04M 0.08% +92 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,973 shares; 2025Q1: 55,973 shares; 2025Q2: 55,973 shares; 2025Q3: 55,973 shares; 2025Q4: 55,973 shares; 2026Q1: 55,973 shares; 2026Q2: 55,973 shares 55,973 $1M 0.07% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,202 shares; 2025Q1: 11,042 shares; 2025Q2: 9,343 shares; 2025Q3: 9,650 shares; 2025Q4: 9,651 shares; 2026Q1: 9,471 shares; 2026Q2: 9,377 shares 9,377 $995K 0.07% -94 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; 2024Q3: restricted; 2024Q4: 5,227 shares; 2025Q1: 4,873 shares; 2025Q2: 4,907 shares; 2025Q3: 4,682 shares; 2025Q4: 4,227 shares; 2026Q1: 4,227 shares; 2026Q2: 4,407 shares 4,407 $987K 0.07% +180 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,513 shares; 2025Q1: 5,042 shares; 2025Q2: 5,161 shares; 2025Q3: 4,671 shares; 2025Q4: 4,498 shares; 2026Q1: 4,178 shares; 2026Q2: 4,032 shares 4,032 $961K 0.07% -146 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; 2024Q3: restricted; 2024Q4: 5,060 shares; 2025Q1: 4,785 shares; 2025Q2: 4,822 shares; 2025Q3: 4,999 shares; 2025Q4: 4,793 shares; 2026Q1: 3,833 shares; 2026Q2: 3,651 shares 3,651 $951K 0.07% -182 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; 2024Q3: restricted; 2024Q4: 3,388 shares; 2025Q1: 3,383 shares; 2025Q2: 3,238 shares; 2025Q3: 3,201 shares; 2025Q4: 3,146 shares; 2026Q1: 3,136 shares; 2026Q2: 3,129 shares 3,129 $948K 0.07% -7 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; 2024Q3: restricted; 2024Q4: 1,103 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 1,037 shares; 2025Q4: 1,046 shares; 2026Q1: 1,039 shares; 2026Q2: 1,006 shares 1,006 $941K 0.07% -33 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,653 shares; 2025Q1: 9,996 shares; 2025Q2: 10,521 shares; 2025Q3: 9,808 shares; 2025Q4: 9,535 shares; 2026Q1: 8,603 shares; 2026Q2: 8,604 shares 8,604 $929K 0.07% +1 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,710 shares; 2026Q2: 41,277 shares 41,277 $906K 0.07% -1,433 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; 2024Q3: restricted; 2024Q4: 11,175 shares; 2025Q1: 11,175 shares; 2025Q2: 10,611 shares; 2025Q3: 11,144 shares; 2025Q4: 10,467 shares; 2026Q1: 10,415 shares; 2026Q2: 11,140 shares 11,140 $905K 0.07% +725 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,478 shares; 2025Q1: 7,381 shares; 2025Q2: 7,578 shares; 2025Q3: 6,901 shares; 2025Q4: 6,645 shares; 2026Q1: 6,171 shares; 2026Q2: 5,752 shares 5,752 $901K 0.07% -419 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,051 shares 5,051 $896K 0.07% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,246 shares; 2025Q1: 4,134 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares; 2026Q1: 3,859 shares; 2026Q2: 3,757 shares 3,757 $894K 0.07% -102 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 2,063 shares; 2025Q3: 2,013 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares; 2026Q2: 1,363 shares 1,363 $865K 0.06% 0 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; 2024Q3: restricted; 2024Q4: 15,629 shares; 2025Q1: 15,368 shares; 2025Q2: 14,963 shares; 2025Q3: 14,607 shares; 2025Q4: 13,657 shares; 2026Q1: 8,866 shares; 2026Q2: 8,893 shares 8,893 $856K 0.06% +27 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,650 shares; 2025Q1: 9,101 shares; 2025Q2: 9,386 shares; 2025Q3: 8,973 shares; 2025Q4: 8,857 shares; 2026Q1: 7,791 shares; 2026Q2: 8,358 shares 8,358 $822K 0.06% +567 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; 2024Q3: restricted; 2024Q4: 6,273 shares; 2025Q1: 6,036 shares; 2025Q2: 6,007 shares; 2025Q3: 5,788 shares; 2025Q4: 5,709 shares; 2026Q1: 5,597 shares; 2026Q2: 6,267 shares 6,267 $805K 0.06% +670 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,334 shares; 2025Q1: 2,514 shares; 2025Q2: 2,514 shares; 2025Q3: 11,926 shares; 2025Q4: 10,487 shares; 2026Q1: 10,313 shares; 2026Q2: 9,643 shares 9,643 $801K 0.06% -670 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,856 shares; 2025Q1: 2,451 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,459 shares; 2026Q1: 2,457 shares; 2026Q2: 2,657 shares 2,657 $798K 0.06% +200 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,745 shares; 2025Q1: 3,560 shares; 2025Q2: 3,620 shares; 2025Q3: 3,390 shares; 2025Q4: 3,161 shares; 2026Q1: 2,945 shares; 2026Q2: 2,842 shares 2,842 $795K 0.06% -103 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 50 shares; 2026Q1: 11,218 shares; 2026Q2: 11,009 shares 11,009 $786K 0.06% -209 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,596 shares; 2025Q1: 1,573 shares; 2025Q2: 1,576 shares; 2025Q3: 1,533 shares; 2025Q4: 1,532 shares; 2026Q1: 1,502 shares; 2026Q2: 1,410 shares 1,410 $742K 0.05% -92 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,848 shares; 2025Q1: 15,854 shares; 2025Q2: 16,274 shares; 2025Q3: 14,295 shares; 2025Q4: 13,784 shares; 2026Q1: 13,342 shares; 2026Q2: 12,891 shares 12,891 $738K 0.05% -451 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,125 shares; 2025Q1: 12,063 shares; 2025Q2: 12,351 shares; 2025Q3: 11,301 shares; 2025Q4: 10,231 shares; 2026Q1: 8,444 shares; 2026Q2: 7,867 shares 7,867 $735K 0.05% -577 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; 2024Q3: restricted; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 657 shares; 2025Q3: 633 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 625 shares 625 $734K 0.05% +23 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares; 2026Q1: 2,223 shares; 2026Q2: 2,202 shares 2,202 $730K 0.05% -21 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,843 shares; 2025Q1: 8,080 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 8,211 shares; 2026Q1: 11,497 shares; 2026Q2: 15,353 shares 15,353 $728K 0.05% +3,856 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,670 shares; 2025Q1: 10,963 shares; 2025Q2: 11,105 shares; 2025Q3: 10,186 shares; 2025Q4: 9,690 shares; 2026Q1: 9,464 shares; 2026Q2: 9,254 shares 9,254 $724K 0.05% -210 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; 2024Q3: restricted; 2024Q4: 2,164 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares; 2026Q2: 2,128 shares 2,128 $720K 0.05% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,351 shares; 2025Q1: 11,022 shares; 2025Q2: 11,934 shares; 2025Q3: 9,810 shares; 2025Q4: 15,227 shares; 2026Q1: 15,737 shares; 2026Q2: 13,492 shares 13,492 $717K 0.05% -2,245 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,766 shares; 2025Q1: 7,955 shares; 2025Q2: 8,198 shares; 2025Q3: 6,905 shares; 2025Q4: 5,579 shares; 2026Q1: 5,544 shares; 2026Q2: 5,019 shares 5,019 $701K 0.05% -525 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; 2024Q3: restricted; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 4,360 shares; 2025Q4: 3,946 shares; 2026Q1: 5,951 shares; 2026Q2: 5,601 shares 5,601 $697K 0.05% -350 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,369 shares; 2025Q1: 6,316 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 6,270 shares; 2026Q1: 6,270 shares; 2026Q2: 6,270 shares 6,270 $692K 0.05% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,190 shares; 2025Q1: 9,190 shares; 2025Q2: 9,190 shares; 2025Q3: 9,190 shares; 2025Q4: 9,190 shares; 2026Q1: 9,190 shares; 2026Q2: 9,190 shares 9,190 $692K 0.05% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,658 shares; 2025Q1: 11,630 shares; 2025Q2: 11,605 shares; 2025Q3: 12,905 shares; 2025Q4: 12,855 shares; 2026Q1: 11,908 shares; 2026Q2: 12,087 shares 12,087 $676K 0.05% +179 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,241 shares; 2025Q1: 6,681 shares; 2025Q2: 6,771 shares; 2025Q3: 6,614 shares; 2025Q4: 6,005 shares; 2026Q1: 5,491 shares; 2026Q2: 5,133 shares 5,133 $670K 0.05% -358 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; 2024Q3: restricted; 2024Q4: 9,482 shares; 2025Q1: 9,758 shares; 2025Q2: 9,004 shares; 2025Q3: 8,913 shares; 2025Q4: 8,231 shares; 2026Q1: 8,452 shares; 2026Q2: 9,189 shares 9,189 $663K 0.05% +737 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,494 shares; 2025Q1: 2,448 shares; 2025Q2: 2,434 shares; 2025Q3: 2,086 shares; 2025Q4: 1,934 shares; 2026Q1: 1,728 shares; 2026Q2: 1,666 shares 1,666 $657K 0.05% -62 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; 2024Q3: restricted; 2024Q4: 3,818 shares; 2025Q1: 3,653 shares; 2025Q2: 3,650 shares; 2025Q3: 3,597 shares; 2025Q4: 3,619 shares; 2026Q1: 3,595 shares; 2026Q2: 3,592 shares 3,592 $650K 0.05% -3 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,764 shares; 2025Q1: 4,288 shares; 2025Q2: 4,284 shares; 2025Q3: 4,327 shares; 2025Q4: 4,085 shares; 2026Q1: 4,070 shares; 2026Q2: 3,916 shares 3,916 $649K 0.05% -154 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,375 shares; 2025Q1: 5,968 shares; 2025Q2: 6,077 shares; 2025Q3: 8,719 shares; 2025Q4: 5,968 shares; 2026Q1: 5,982 shares; 2026Q2: 6,214 shares 6,214 $646K 0.05% +232 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares; 2026Q1: 3,613 shares; 2026Q2: 3,613 shares 3,613 $645K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,674 shares; 2025Q1: 12,389 shares; 2025Q2: 12,389 shares; 2025Q3: 12,336 shares; 2025Q4: 12,490 shares; 2026Q1: 12,310 shares; 2026Q2: 13,277 shares 13,277 $631K 0.05% +967 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; 2024Q3: restricted; 2024Q4: 21,930 shares; 2025Q1: 10,974 shares; 2025Q2: 9,931 shares; 2025Q3: 9,809 shares; 2025Q4: 9,582 shares; 2026Q1: 6,628 shares; 2026Q2: 6,478 shares 6,478 $625K 0.05% -150 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,825 shares; 2025Q1: 10,617 shares; 2025Q2: 10,373 shares; 2025Q3: 9,206 shares; 2025Q4: 7,736 shares; 2026Q1: 5,866 shares; 2026Q2: 5,227 shares 5,227 $614K 0.05% -639 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; 2024Q3: restricted; 2024Q4: 7,368 shares; 2025Q1: 6,690 shares; 2025Q2: 6,990 shares; 2025Q3: 6,345 shares; 2025Q4: 5,995 shares; 2026Q1: 5,356 shares; 2026Q2: 5,276 shares 5,276 $586K 0.04% -80 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; 2024Q3: restricted; 2024Q4: 1,718 shares; 2025Q1: 1,487 shares; 2025Q2: 1,471 shares; 2025Q3: 1,448 shares; 2025Q4: 1,492 shares; 2026Q1: 1,426 shares; 2026Q2: 1,366 shares 1,366 $582K 0.04% -60 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,835 shares; 2025Q1: 4,000 shares; 2025Q2: 3,974 shares; 2025Q3: 6,591 shares; 2025Q4: 6,582 shares; 2026Q1: 5,253 shares; 2026Q2: 5,532 shares 5,532 $569K 0.04% +279 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; 2024Q3: restricted; 2024Q4: 881 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 815 shares; 2025Q4: 761 shares; 2026Q1: 728 shares; 2026Q2: 762 shares 762 $561K 0.04% +34 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; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 261 shares; 2026Q2: 281 shares 281 $559K 0.04% +20 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,835 shares; 2025Q1: 5,437 shares; 2025Q2: 5,527 shares; 2025Q3: 5,264 shares; 2025Q4: 5,068 shares; 2026Q1: 4,903 shares; 2026Q2: 6,138 shares 6,138 $557K 0.04% +1,235 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 952 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 857 shares; 2026Q2: 857 shares 857 $534K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 2,107 shares; 2026Q1: 2,023 shares; 2026Q2: 2,443 shares 2,443 $532K 0.04% +420 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,605 shares; 2025Q1: 3,601 shares; 2025Q2: 3,507 shares; 2025Q3: 3,506 shares; 2025Q4: 3,388 shares; 2026Q1: 3,359 shares; 2026Q2: 3,356 shares 3,356 $525K 0.04% -3 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; 2024Q3: restricted; 2024Q4: 10,228 shares; 2025Q1: 10,113 shares; 2025Q2: 10,108 shares; 2025Q3: 10,105 shares; 2025Q4: 10,103 shares; 2026Q1: 10,103 shares; 2026Q2: 6,944 shares 6,944 $500K 0.04% -3,159 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; 2024Q3: restricted; 2024Q4: 5,499 shares; 2025Q1: 4,483 shares; 2025Q2: 4,102 shares; 2025Q3: 4,342 shares; 2025Q4: 3,327 shares; 2026Q1: 3,163 shares; 2026Q2: 3,388 shares 3,388 $497K 0.04% +225 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; 2024Q3: restricted; 2024Q4: 5,627 shares; 2025Q1: 5,312 shares; 2025Q2: 5,413 shares; 2025Q3: 5,444 shares; 2025Q4: 5,205 shares; 2026Q1: 4,454 shares; 2026Q2: 4,376 shares 4,376 $470K 0.03% -78 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 509,366 shares; 2025Q1: 34,320 shares; 2025Q2: 27,533 shares; 2025Q3: 24,907 shares; 2025Q4: 22,952 shares; 2026Q1: 19,384 shares; 2026Q2: 16,706 shares 16,706 $448K 0.03% -2,678 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,592 shares; 2025Q1: 2,165 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,094 shares; 2026Q1: 2,066 shares; 2026Q2: 2,066 shares 2,066 $432K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 1,111 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,084 shares; 2025Q4: 1,107 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares 1,084 $431K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,610 shares; 2025Q1: 11,138 shares; 2025Q2: 10,723 shares; 2025Q3: 10,639 shares; 2025Q4: 10,716 shares; 2026Q1: 11,146 shares; 2026Q2: 10,464 shares 10,464 $430K 0.03% -682 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 3,910 shares; 2025Q3: 3,910 shares; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares; 2026Q2: 3,910 shares 3,910 $427K 0.03% 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; 2024Q3: restricted; 2024Q4: 3,278 shares; 2025Q1: 2,972 shares; 2025Q2: 2,743 shares; 2025Q3: 2,698 shares; 2025Q4: 2,624 shares; 2026Q1: 2,624 shares; 2026Q2: 2,574 shares 2,574 $417K 0.03% -50 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,400 shares; 2026Q1: 12,843 shares; 2026Q2: 12,568 shares 12,568 $416K 0.03% -275 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,997 shares; 2025Q1: 29,959 shares; 2025Q2: 29,479 shares; 2025Q3: 26,184 shares; 2025Q4: 20,893 shares; 2026Q1: 18,683 shares; 2026Q2: 17,268 shares 17,268 $416K 0.03% -1,415 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,251 shares; 2025Q1: 5,727 shares; 2025Q2: 5,083 shares; 2025Q3: 5,050 shares; 2025Q4: 4,246 shares; 2026Q1: 4,246 shares; 2026Q2: 4,009 shares 4,009 $400K 0.03% -237 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares; 2026Q1: 1,312 shares; 2026Q2: 1,010 shares 1,010 $398K 0.03% -302 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; 2024Q3: restricted; 2024Q4: 1,013 shares; 2025Q1: 1,006 shares; 2025Q2: 913 shares; 2025Q3: 892 shares; 2025Q4: 800 shares; 2026Q1: 792 shares; 2026Q2: 779 shares 779 $397K 0.03% -13 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,668 shares; 2025Q1: 17,227 shares; 2025Q2: 16,020 shares; 2025Q3: 15,834 shares; 2025Q4: 15,005 shares; 2026Q1: 14,545 shares; 2026Q2: 12,250 shares 12,250 $387K 0.03% -2,295 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,834 shares; 2025Q1: 20,442 shares; 2025Q2: 19,819 shares; 2025Q3: 19,634 shares; 2025Q4: 18,381 shares; 2026Q1: 16,724 shares; 2026Q2: 16,104 shares 16,104 $381K 0.03% -620 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,690 shares; 2025Q1: 20,216 shares; 2025Q2: 20,734 shares; 2025Q3: 19,818 shares; 2025Q4: 18,405 shares; 2026Q1: 16,336 shares; 2026Q2: 15,343 shares 15,343 $377K 0.03% -993 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; 2024Q3: restricted; 2024Q4: 5,319 shares; 2025Q1: 4,729 shares; 2025Q2: 4,647 shares; 2025Q3: 4,047 shares; 2025Q4: 7,473 shares; 2026Q1: 7,427 shares; 2026Q2: 8,145 shares 8,145 $369K 0.03% +718 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; 2024Q3: restricted; 2024Q4: 523 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 522 shares 522 $367K 0.03% -1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 810 shares; 2025Q1: 930 shares; 2025Q2: 985 shares; 2025Q3: 840 shares; 2025Q4: 940 shares; 2026Q1: 847 shares; 2026Q2: 867 shares 867 $365K 0.03% +20 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; 2024Q3: restricted; 2024Q4: 12,531 shares; 2025Q1: 4,571 shares; 2025Q2: 6,050 shares; 2025Q3: 8,200 shares; 2025Q4: 9,600 shares; 2026Q1: 8,250 shares; 2026Q2: 8,250 shares 8,250 $361K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 1,700 shares; 2025Q1: 1,635 shares; 2025Q2: 1,661 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,615 shares; 2026Q2: 1,825 shares 1,825 $348K 0.03% +210 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 4,513 shares; 2025Q2: 4,763 shares; 2025Q3: 4,465 shares; 2025Q4: 4,340 shares; 2026Q1: 3,866 shares; 2026Q2: 3,567 shares 3,567 $338K 0.02% -299 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,509 shares; 2025Q1: 1,473 shares; 2025Q2: 1,448 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares; 2026Q1: 2,167 shares; 2026Q2: 2,367 shares 2,367 $326K 0.02% +200 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,121 shares; 2025Q1: 1,999 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,509 shares; 2026Q1: 2,239 shares; 2026Q2: 2,212 shares 2,212 $324K 0.02% -27 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,059 shares; 2025Q1: 5,544 shares; 2025Q2: 5,834 shares; 2025Q3: 5,685 shares; 2025Q4: 5,201 shares; 2026Q1: 4,084 shares; 2026Q2: 3,985 shares 3,985 $320K 0.02% -99 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares; 2026Q1: 1,489 shares; 2026Q2: 1,451 shares 1,451 $318K 0.02% -38 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; 2024Q3: restricted; 2024Q4: 1,077 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,439 shares; 2025Q4: 1,427 shares; 2026Q1: 1,420 shares; 2026Q2: 1,406 shares 1,406 $313K 0.02% -14 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; 2024Q3: restricted; 2024Q4: 6,926 shares; 2025Q1: 6,889 shares; 2025Q2: 6,548 shares; 2025Q3: 6,301 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares; 2026Q2: 5,426 shares 5,426 $309K 0.02% -874 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,394 shares; 2025Q1: 1,368 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,305 shares; 2026Q1: 1,303 shares; 2026Q2: 1,252 shares 1,252 $284K 0.02% -51 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 923 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares; 2026Q2: 1,456 shares 1,456 $270K 0.02% +246 Timeline XLB 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; 2024Q3: restricted; 2024Q4: 3,575 shares; 2025Q1: 3,506 shares; 2025Q2: 3,469 shares; 2025Q3: 3,375 shares; 2025Q4: 5,412 shares; 2026Q1: 5,555 shares; 2026Q2: 5,105 shares 5,105 $259K 0.02% -450 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,770 shares; 2025Q1: 3,851 shares; 2025Q2: 3,851 shares; 2025Q3: 4,034 shares; 2025Q4: 4,074 shares; 2026Q1: 4,612 shares; 2026Q2: 4,703 shares 4,703 $257K 0.02% +91 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,848 shares; 2025Q1: 19,989 shares; 2025Q2: 19,949 shares; 2025Q3: 19,375 shares; 2025Q4: 16,593 shares; 2026Q1: 11,723 shares; 2026Q2: 9,958 shares 9,958 $246K 0.02% -1,765 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,799 shares; 2025Q1: 7,769 shares; 2025Q2: 7,448 shares; 2025Q3: 7,448 shares; 2025Q4: 7,448 shares; 2026Q1: 7,148 shares; 2026Q2: 6,948 shares 6,948 $242K 0.02% -200 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,603 shares; 2025Q1: 6,103 shares; 2025Q2: 5,993 shares; 2025Q3: 6,021 shares; 2025Q4: 5,650 shares; 2026Q1: 802 shares; 2026Q2: 770 shares 770 $241K 0.02% -32 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 372 shares; 2026Q2: 457 shares 457 $237K 0.02% +85 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; 2024Q3: restricted; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 872 shares; 2026Q2: 872 shares 872 $236K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,322 shares; 2025Q1: 3,318 shares; 2025Q2: 3,285 shares; 2025Q3: 2,935 shares; 2025Q4: 3,220 shares; 2026Q1: 2,898 shares; 2026Q2: 2,805 shares 2,805 $232K 0.02% -93 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,217 shares; 2025Q1: 262,093 shares; 2025Q2: 23,139 shares; 2025Q3: 21,737 shares; 2025Q4: 19,708 shares; 2026Q1: 13,242 shares; 2026Q2: 11,268 shares 11,268 $230K 0.02% -1,974 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; 2024Q3: restricted; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 1,551 shares; 2025Q3: 1,531 shares; 2025Q4: 1,423 shares; 2026Q1: 1,402 shares; 2026Q2: 1,481 shares 1,481 $225K 0.02% +79 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,175 shares; 2025Q1: 8,175 shares; 2025Q2: 8,175 shares; 2025Q3: 8,175 shares; 2025Q4: 5,841 shares; 2026Q1: 5,841 shares; 2026Q2: 5,839 shares 5,839 $220K 0.02% -2 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; 2024Q3: restricted; 2024Q4: 812 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 734 shares; 2026Q1: 714 shares; 2026Q2: 714 shares 714 $213K 0.02% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 3,170 shares 3,170 $211K 0.02% +950 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,278 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares 1,099 $209K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,482 shares; 2025Q1: 2,476 shares; 2025Q2: 2,194 shares; 2025Q3: 2,145 shares; 2025Q4: 1,989 shares; 2026Q1: 1,964 shares; 2026Q2: 1,964 shares 1,964 $204K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,364 shares; 2025Q1: 3,026 shares; 2025Q2: 3,026 shares; 2025Q3: 3,026 shares; 2025Q4: 1,713 shares; 2026Q1: 1,608 shares; 2026Q2: 1,654 shares 1,654 $201K 0.01% +46 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,833 shares; 2025Q1: 3,645 shares; 2025Q2: 3,130 shares; 2025Q3: 2,800 shares; 2025Q4: 2,023 shares; 2026Q1: 1,911 shares; 2026Q2: 1,788 shares 1,788 $198K 0.01% -123 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; 2024Q3: restricted; 2024Q4: 4,518 shares; 2025Q1: 4,185 shares; 2025Q2: 4,181 shares; 2025Q3: 4,079 shares; 2025Q4: 3,877 shares; 2026Q1: 3,507 shares; 2026Q2: 3,401 shares 3,401 $197K 0.01% -106 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,170 shares; 2025Q1: 16,280 shares; 2025Q2: 896 shares; 2025Q3: 846 shares; 2025Q4: 800 shares; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $196K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 783 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $196K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 560 shares; 2026Q1: 510 shares; 2026Q2: 435 shares 435 $188K 0.01% -75 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; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 2,160 shares 2,160 $186K 0.01% +1,800 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; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $180K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 982 shares 982 $175K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 631 shares; 2025Q1: 623 shares; 2025Q2: 616 shares; 2025Q3: 613 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 581 shares 581 $169K 0.01% -31 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 511 shares; 2026Q1: 451 shares; 2026Q2: 451 shares 451 $166K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,153 shares; 2025Q1: 1,147 shares; 2025Q2: 940 shares; 2025Q3: 939 shares; 2025Q4: 764 shares; 2026Q1: 713 shares; 2026Q2: 710 shares 710 $158K 0.01% -3 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 466 shares 466 $154K 0.01% +110 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 594 shares 594 $152K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,332 shares; 2025Q1: 1,327 shares; 2025Q2: 1,453 shares; 2025Q3: 1,413 shares; 2025Q4: 1,445 shares; 2026Q1: 1,312 shares; 2026Q2: 998 shares 998 $151K 0.01% -314 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $147K 0.01% 0 Timeline PHO 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; 2024Q3: restricted; 2024Q4: 2,128 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares; 2026Q2: 2,128 shares 2,128 $147K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 435 shares; 2025Q4: 456 shares; 2026Q1: 435 shares; 2026Q2: 1,329 shares 1,329 $146K 0.01% +894 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; 2024Q3: restricted; 2024Q4: 5,017 shares; 2025Q1: 5,017 shares; 2025Q2: 5,016 shares; 2025Q3: 4,965 shares; 2025Q4: 4,960 shares; 2026Q1: 4,973 shares; 2026Q2: 4,868 shares 4,868 $141K 0.01% -105 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,300 shares; 2025Q4: 1,966 shares; 2026Q1: 1,891 shares; 2026Q2: 1,891 shares 1,891 $139K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,188 shares; 2025Q1: 1,212 shares; 2025Q2: 1,207 shares; 2025Q3: 1,232 shares; 2025Q4: 1,882 shares; 2026Q1: 1,914 shares; 2026Q2: 2,606 shares 2,606 $138K 0.01% +692 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares; 2026Q1: 1,524 shares; 2026Q2: 1,524 shares 1,524 $137K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 917 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 931 shares; 2026Q2: 1,267 shares 1,267 $136K 0.01% +336 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $135K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 419 shares; 2025Q2: 327 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 430 shares 430 $128K 0.01% -147 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; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 265 shares; 2025Q2: 259 shares; 2025Q3: 249 shares; 2025Q4: 263 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $127K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $126K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,064 shares; 2025Q2: 1,061 shares; 2025Q3: 1,058 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,053 shares 1,053 $123K 0.01% -3 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,058 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares; 2026Q2: 716 shares 716 $121K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,369 shares; 2025Q1: 6,490 shares; 2025Q2: 6,643 shares; 2025Q3: 6,211 shares; 2025Q4: 5,976 shares; 2026Q1: 5,321 shares; 2026Q2: 1,009 shares 1,009 $119K 0.01% -4,312 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,126 shares; 2025Q1: 941 shares; 2025Q2: 937 shares; 2025Q3: 935 shares; 2025Q4: 969 shares; 2026Q1: 933 shares; 2026Q2: 930 shares 930 $118K 0.01% -3 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares; 2026Q2: 1,589 shares 1,589 $114K 0.01% +488 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares; 2026Q2: 1,164 shares 1,164 $112K 0.01% -233 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,190 shares; 2025Q1: 2,538 shares; 2025Q2: 2,375 shares; 2025Q3: 2,500 shares; 2025Q4: 2,412 shares; 2026Q1: 2,170 shares; 2026Q2: 2,079 shares 2,079 $111K 0.01% -91 Timeline PKW 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $108K 0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,559 shares; 2026Q1: 1,559 shares; 2026Q2: 1,559 shares 1,559 $108K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 334 shares; 2025Q1: 276 shares; 2025Q2: 221 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $108K 0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,560 shares; 2025Q1: 5,274 shares; 2025Q2: 5,229 shares; 2025Q3: 5,218 shares; 2025Q4: 4,925 shares; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $104K 0.01% 0 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,490 shares 9,490 $104K 0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 782 shares 782 $103K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 876 shares; 2025Q1: 754 shares; 2025Q2: 751 shares; 2025Q3: 629 shares; 2025Q4: 777 shares; 2026Q1: 757 shares; 2026Q2: 747 shares 747 $101K 0.01% -10 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; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 900 shares; 2025Q2: 895 shares; 2025Q3: 892 shares; 2025Q4: 889 shares; 2026Q1: 889 shares; 2026Q2: 1,084 shares 1,084 $99.4K 0.01% +195 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $98.8K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,165 shares 1,165 $98.6K 0.01% -25 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; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $97.4K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares 1,537 $95.2K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $95K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $95K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 453 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 623 shares 623 $94.3K 0.01% +180 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $93.9K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 905 shares; 2026Q2: 905 shares 905 $93.6K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares; 2026Q2: 1,305 shares 1,305 $93.3K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 395 shares; 2026Q2: 391 shares 391 $92.9K 0.01% -4 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,383 shares; 2025Q1: 4,313 shares; 2025Q2: 4,171 shares; 2025Q3: 579 shares; 2025Q4: 550 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $92.9K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $91.6K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $87.5K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 246 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $86.9K 0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 472 shares 472 $86K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 228 shares; 2025Q3: 200 shares; 2025Q4: 206 shares; 2026Q1: 200 shares; 2026Q2: 167 shares 167 $85.8K 0.01% -33 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; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 626 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 650 shares; 2026Q1: 612 shares; 2026Q2: 612 shares 612 $83.7K 0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $82.3K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $78.9K 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; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $78.6K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $76.7K 0.01% 0 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,150 shares; 2025Q2: 1,000 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $76.5K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,056 shares; 2025Q1: 1,156 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,000 shares 1,000 $76.4K 0.01% -100 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 999 shares; 2025Q3: 479 shares; 2025Q4: 458 shares; 2026Q1: 453 shares; 2026Q2: 451 shares 451 $74.8K 0.01% -2 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,398 shares; 2025Q2: 1,392 shares; 2025Q3: 1,388 shares; 2025Q4: 8,285 shares; 2026Q1: 1,385 shares; 2026Q2: 1,379 shares 1,379 $74.8K 0.01% -6 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $74.5K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 432 shares; 2026Q1: 409 shares; 2026Q2: 371 shares 371 $74.4K 0.01% -38 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 306 shares; 2025Q3: 1,065 shares; 2025Q4: 1,548 shares; 2026Q1: 1,064 shares; 2026Q2: 1,061 shares 1,061 $72.5K 0.01% -3 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,728 shares; 2025Q2: 1,850 shares; 2025Q3: 2,174 shares; 2025Q4: 2,199 shares; 2026Q1: 2,221 shares; 2026Q2: 2,245 shares 2,245 $72.2K 0.01% +24 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $70.5K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $69.3K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 791 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $68.2K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,389 shares; 2025Q1: 2,360 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 708 shares 708 $67.6K <0.01% +48 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 730 shares; 2026Q2: 691 shares 691 $66.9K <0.01% -39 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 220 shares 220 $66.4K <0.01% +198 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 1,770 shares; 2026Q2: 683 shares 683 $65.3K <0.01% -1,087 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 177 shares 177 $64.7K <0.01% -5 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,507 shares; 2025Q1: 1,039 shares; 2025Q2: 908 shares; 2025Q3: 889 shares; 2025Q4: 889 shares; 2026Q1: 1,081 shares; 2026Q2: 1,448 shares 1,448 $63.8K <0.01% +367 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; 2024Q3: restricted; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares 1,840 $62.3K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 297 shares 297 $61.2K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,662 shares; 2026Q2: 1,662 shares 1,662 $61K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 286 shares; 2025Q2: 311 shares; 2025Q3: 273 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 209 shares 209 $58.2K <0.01% -24 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares; 2026Q2: 1,198 shares 1,198 $57.5K <0.01% -141 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; 2024Q3: restricted; 2024Q4: 804 shares; 2025Q1: 694 shares; 2025Q2: 304 shares; 2025Q3: 286 shares; 2025Q4: 299 shares; 2026Q1: 268 shares; 2026Q2: 138 shares 138 $57.4K <0.01% -130 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413 shares; 2026Q2: 346 shares 346 $56.5K <0.01% -67 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $55.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $54.7K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,071 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 875 shares; 2026Q2: 689 shares 689 $54.5K <0.01% -186 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $53.6K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 546 shares 546 $50K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $49.5K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $48K <0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $47.1K <0.01% 0 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,019 shares; 2025Q1: 34,019 shares; 2025Q2: 34,019 shares; 2025Q3: 34,019 shares; 2025Q4: 34,019 shares; 2026Q1: 34,019 shares; 2026Q2: 40,519 shares 40,519 $46.6K <0.01% +6,500 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $46.2K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 267 shares; 2025Q4: 292 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $45K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 497 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $44.3K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 367 shares; 2025Q1: 350 shares; 2025Q2: 351 shares; 2025Q3: 348 shares; 2025Q4: 337 shares; 2026Q1: 330 shares; 2026Q2: 325 shares 325 $44K <0.01% -5 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 693 shares; 2026Q2: 780 shares 780 $43.8K <0.01% +87 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 853 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $43.7K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 484 shares; 2026Q2: 458 shares 458 $40.6K <0.01% -26 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,585 shares; 2025Q1: 1,265 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares; 2026Q2: 1,111 shares 1,111 $40.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $40.4K <0.01% new 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; 2024Q3: restricted; 2024Q4: 298 shares; 2025Q1: 311 shares; 2025Q2: 248 shares; 2025Q3: 193 shares; 2025Q4: 162 shares; 2026Q1: 148 shares; 2026Q2: 148 shares 148 $40.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 626 shares; 2026Q2: 626 shares 626 $40.1K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,203 shares; 2026Q2: 1,203 shares 1,203 $40K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 98 shares 98 $39.9K <0.01% -1 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $39.9K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $39.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 7,584 shares; 2025Q1: 7,407 shares; 2025Q2: 7,578 shares; 2025Q3: 125 shares; 2025Q4: 100 shares; 2026Q1: 115 shares; 2026Q2: 41 shares 41 $39.6K <0.01% -74 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares 1,580 $39.5K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,986 shares; 2025Q1: 4,136 shares; 2025Q2: 4,243 shares; 2025Q3: 2,155 shares; 2025Q4: 2,046 shares; 2026Q1: 2,016 shares; 2026Q2: 1,810 shares 1,810 $38.4K <0.01% -206 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 447 shares 447 $37.2K <0.01% 0 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $37.1K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $36.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 99 shares 99 $36.6K <0.01% +21 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 706 shares; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $36.5K <0.01% 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; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $36.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $35.7K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 624 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $34.6K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $34.2K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 185 shares; 2026Q1: 106 shares; 2026Q2: 326 shares 326 $33.3K <0.01% +220 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 511 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $33.2K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 590 shares; 2026Q1: 604 shares; 2026Q2: 620 shares 620 $33.2K <0.01% +16 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $33.1K <0.01% 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; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $33K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $32.8K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,433 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,414 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,073 shares 1,073 $32.4K <0.01% -320 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $30.6K <0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $30.3K <0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 453 shares; 2025Q4: 418 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $30.3K <0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 408 shares 408 $29.6K <0.01% 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; 2024Q3: restricted; 2024Q4: 8,509 shares; 2025Q1: 8,020 shares; 2025Q2: 7,655 shares; 2025Q3: 2,381 shares; 2025Q4: 1,518 shares; 2026Q1: 383 shares; 2026Q2: 212 shares 212 $29.5K <0.01% -171 Timeline JTEK 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 261 shares; 2026Q2: 261 shares 261 $29.1K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $29.1K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 227 shares 227 $28.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 583 shares; 2026Q2: 583 shares 583 $28.2K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 298 shares; 2025Q4: 332 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $27.6K <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; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 92 shares; 2025Q2: 93 shares; 2025Q3: 75 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $27.1K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares; 2026Q2: 2,225 shares 2,225 $26.5K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 248 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $26.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $26.1K <0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $26K <0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $25.9K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,767 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $25.1K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $25K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 400 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $24.8K <0.01% 0 Timeline FLG-PU FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $24.6K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,802 shares; 2025Q1: 1,645 shares; 2025Q2: 460 shares; 2025Q3: 564 shares; 2025Q4: 471 shares; 2026Q1: 408 shares; 2026Q2: 240 shares 240 $24.6K <0.01% -168 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; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $24.5K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 188 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $24.2K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $23.7K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 267 shares 267 $23.7K <0.01% -48 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 572 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 387 shares 387 $23.6K <0.01% -100 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,284 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $23.5K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 58 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $23.4K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 573 shares; 2025Q1: 578 shares; 2025Q2: 583 shares; 2025Q3: 588 shares; 2025Q4: 593 shares; 2026Q1: 598 shares; 2026Q2: 604 shares 604 $23.1K <0.01% +6 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 829 shares; 2025Q1: 891 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 844 shares; 2026Q1: 844 shares; 2026Q2: 844 shares 844 $23.1K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $22.9K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $22.2K <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; 2024Q3: restricted; 2024Q4: 2,060 shares; 2025Q1: 1,071 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $22.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 184 shares 184 $22K <0.01% +161 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $21.8K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $21.7K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 154 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $21K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 689 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $20.9K <0.01% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 989 shares; 2026Q2: 989 shares 989 $20.5K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 174 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $20.3K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $20.1K <0.01% 0 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 772 shares 772 $19.8K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 175 shares; 2025Q2: 162 shares; 2025Q3: 140 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 58 shares 58 $19.8K <0.01% -19 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,680 shares; 2025Q1: 1,671 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,010 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $19.7K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 252 shares 252 $19.4K <0.01% new Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $19K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $18.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $18.7K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $18.6K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 792 shares; 2025Q1: 664 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $18.6K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $18.6K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $18.5K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $18.2K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 885 shares 885 $18.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 100 shares 100 $17.8K <0.01% +96 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 150 shares 150 $17.7K <0.01% -46 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 385 shares; 2025Q3: 470 shares; 2025Q4: 700 shares; 2026Q1: 780 shares; 2026Q2: 795 shares 795 $17.6K <0.01% +15 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $17.5K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 221 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $17.5K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 186 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $17.4K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $17.3K <0.01% 0 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $17.2K <0.01% 0 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $17.2K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $17K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 218 shares; 2025Q2: 199 shares; 2025Q3: 166 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $16.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 88 shares; 2026Q1: 75 shares; 2026Q2: 57 shares 57 $16.7K <0.01% -18 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares; 2026Q2: 812 shares 812 $16.7K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $16.5K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 597 shares; 2025Q2: 589 shares; 2025Q3: 502 shares; 2025Q4: 188 shares; 2026Q1: 185 shares; 2026Q2: 172 shares 172 $16.3K <0.01% -13 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares; 2026Q2: 633 shares 633 $16.2K <0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $16.1K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $15.9K <0.01% 0 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $15.9K <0.01% 0 Timeline CGEM CULLINAN THERAPEUTICS INC More: the full row for CULLINAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $15.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $15.1K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $14.9K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $14.7K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $14.4K <0.01% 0 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $14.2K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $14.1K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $14K <0.01% 0 Timeline ECX ECARX HOLDINGS INC More: the full row for ECARX HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,397 shares; 2025Q4: 10,397 shares; 2026Q1: 10,397 shares; 2026Q2: 10,397 shares 10,397 $13.4K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $13.3K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $13.3K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168 $12.9K <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; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $12.6K <0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $12K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares 230 $11.6K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $11.2K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $11.1K <0.01% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $11K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 142 shares; 2025Q2: 108 shares; 2025Q3: 109 shares; 2025Q4: 111 shares; 2026Q1: 112 shares; 2026Q2: 113 shares 113 $10.9K <0.01% +1 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; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 77 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $10.7K <0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $10.7K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 74 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 61 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $10.3K <0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $10.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 330 shares; 2025Q2: 230 shares; 2025Q3: 155 shares; 2025Q4: 238 shares; 2026Q1: 125 shares; 2026Q2: 85 shares 85 $9.92K <0.01% -40 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; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $9.36K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,264 shares; 2025Q1: 192 shares; 2025Q2: 547 shares; 2025Q3: 192 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $9.04K <0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,030 shares 1,030 $9.01K <0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 56 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $8.82K <0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $8.57K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $8.55K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $8.53K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $8.35K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 276 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $8.29K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $8.18K <0.01% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,252 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 426 shares; 2025Q4: 247 shares; 2026Q1: 144 shares; 2026Q2: 96 shares 96 $8.03K <0.01% -48 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 109 shares 109 $8.03K <0.01% -20 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $7.6K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $7.41K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 405 shares 405 $7.26K <0.01% +5 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $7.25K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $7.08K <0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 218 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 73 shares 73 $7.07K <0.01% -23 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $7.06K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 603 shares; 2025Q2: 113 shares; 2025Q3: 77 shares; 2025Q4: 73 shares; 2026Q1: 108 shares; 2026Q2: 27 shares 27 $6.87K <0.01% -81 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $6.8K <0.01% 0 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $6.8K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 566 shares; 2025Q1: 275 shares; 2025Q2: 270 shares; 2025Q3: 267 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 136 shares 136 $6.78K <0.01% -128 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $6.72K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,281 shares; 2025Q1: 11,396 shares; 2025Q2: 10,050 shares; 2025Q3: 9,108 shares; 2025Q4: 263 shares; 2026Q1: 158 shares; 2026Q2: 155 shares 155 $6.69K <0.01% -3 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $6.63K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $6.43K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 292 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $6.4K <0.01% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $6.36K <0.01% new Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $6.16K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $6.05K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 175 shares; 2025Q2: 171 shares; 2025Q3: 169 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 86 shares 86 $5.89K <0.01% -81 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39,216 shares; 2025Q2: 39,638 shares; 2025Q3: 95,156 shares; 2025Q4: 93,799 shares; 2026Q1: 93,003 shares; 2026Q2: 370 shares 370 $5.42K <0.01% -92,633 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $5.33K <0.01% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 680 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $5.26K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $5.25K <0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $5.13K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $5.1K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $4.67K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $4.41K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $4.36K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.35K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $4.2K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 166 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $4.2K <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $4.17K <0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $4.14K <0.01% 0 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $3.88K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $3.75K <0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 350 shares 350 $3.6K <0.01% +60 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $3.52K <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $3.41K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $3.35K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $3.34K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $3.32K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $3.29K <0.01% 0 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3.14K <0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $3.11K <0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,264 shares; 2025Q1: 6,374 shares; 2025Q2: 6,303 shares; 2025Q3: 6,086 shares; 2025Q4: 139 shares; 2026Q1: 32 shares; 2026Q2: 27 shares 27 $3.06K <0.01% -5 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 327 shares; 2025Q2: 187 shares; 2025Q3: 226 shares; 2025Q4: 157 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $3K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $2.99K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $2.98K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $2.95K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $2.93K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $2.92K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 718 shares; 2025Q3: 76 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $2.91K <0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $2.79K <0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 50 shares 50 $2.78K <0.01% -5 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares; 2026Q2: 258 shares 258 $2.74K <0.01% 0 Timeline