VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,664,270 shares; 2024Q4: 3,955,531 shares; 2025Q1: 3,832,002 shares; 2025Q2: 3,830,808 shares; 2025Q3: 3,784,796 shares; 2025Q4: 3,763,436 shares; 2026Q1: 3,067,085 shares 3,067,085 $197M 10.29% -696,351 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,656 shares; 2024Q4: 220,387 shares; 2025Q1: 224,831 shares; 2025Q2: 224,050 shares; 2025Q3: 222,238 shares; 2025Q4: 221,533 shares; 2026Q1: 232,091 shares 232,091 $152M 7.94% +10,558 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,456 shares; 2024Q4: 329,832 shares; 2025Q1: 327,709 shares; 2025Q2: 321,923 shares; 2025Q3: 340,774 shares; 2025Q4: 347,034 shares; 2026Q1: 346,312 shares 346,312 $151M 7.92% -722 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,894 shares; 2024Q4: 208,574 shares; 2025Q1: 204,445 shares; 2025Q2: 203,771 shares; 2025Q3: 198,928 shares; 2025Q4: 198,191 shares; 2026Q1: 196,794 shares 196,794 $128M 6.7% -1,397 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,395,039 shares; 2024Q4: 337,688 shares; 2025Q1: 353,392 shares; 2025Q2: 325,119 shares; 2025Q3: 326,254 shares; 2025Q4: 328,228 shares; 2026Q1: 317,672 shares 317,672 $102M 5.34% -10,556 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268,285 shares; 2024Q4: 1,251,232 shares; 2025Q1: 1,219,025 shares; 2025Q2: 1,206,271 shares; 2025Q3: 1,188,648 shares; 2025Q4: 1,183,625 shares; 2026Q1: 1,157,644 shares 1,157,644 $100M 5.25% -25,981 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566,024 shares; 2024Q4: 543,755 shares; 2025Q1: 521,650 shares; 2025Q2: 536,149 shares; 2025Q3: 530,878 shares; 2025Q4: 503,578 shares; 2026Q1: 501,531 shares 501,531 $98.4M 5.15% -2,047 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,374 shares; 2024Q4: 188,762 shares; 2025Q1: 188,119 shares; 2025Q2: 187,227 shares; 2025Q3: 187,142 shares; 2025Q4: 187,475 shares; 2026Q1: 185,900 shares 185,900 $57.8M 3.03% -1,575 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534,002 shares; 2024Q4: 560,227 shares; 2025Q1: 560,227 shares; 2025Q2: 560,227 shares; 2025Q3: 560,074 shares; 2025Q4: 560,049 shares; 2026Q1: 566,128 shares 566,128 $51.3M 2.68% +6,079 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,362 shares; 2024Q4: 129,844 shares; 2025Q1: 126,173 shares; 2025Q2: 127,172 shares; 2025Q3: 118,075 shares; 2025Q4: 124,299 shares; 2026Q1: 121,915 shares 121,915 $45.1M 2.36% -2,384 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; 2024Q2: restricted; 2024Q3: 2,218,030 shares; 2024Q4: 938,164 shares; 2025Q1: 972,083 shares; 2025Q2: 979,609 shares; 2025Q3: 994,794 shares; 2025Q4: 998,548 shares; 2026Q1: 926,636 shares 926,636 $43.5M 2.28% -71,912 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,801 shares; 2024Q4: 175,871 shares; 2025Q1: 172,028 shares; 2025Q2: 166,934 shares; 2025Q3: 157,766 shares; 2025Q4: 166,346 shares; 2026Q1: 163,469 shares 163,469 $41.5M 2.17% -2,877 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400,538 shares; 2024Q4: 693,242 shares; 2025Q1: 714,513 shares; 2025Q2: 721,073 shares; 2025Q3: 725,092 shares; 2025Q4: 734,337 shares; 2026Q1: 683,766 shares 683,766 $37M 1.94% -50,571 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,252 shares; 2024Q4: 131,462 shares; 2025Q1: 199,447 shares; 2025Q2: 234,607 shares; 2025Q3: 240,446 shares; 2025Q4: 253,786 shares; 2026Q1: 261,375 shares 261,375 $33.5M 1.75% +7,589 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,538 shares; 2024Q4: 377,257 shares; 2025Q1: 288,957 shares; 2025Q2: 227,158 shares; 2025Q3: 210,330 shares; 2025Q4: 211,693 shares; 2026Q1: 210,758 shares 210,758 $31.2M 1.63% -935 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,064 shares; 2024Q4: 196,985 shares; 2025Q1: 190,078 shares; 2025Q2: 194,322 shares; 2025Q3: 177,718 shares; 2025Q4: 173,584 shares; 2026Q1: 172,591 shares 172,591 $30.1M 1.58% -993 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,196 shares; 2024Q4: 110,282 shares; 2025Q1: 109,501 shares; 2025Q2: 110,292 shares; 2025Q3: 109,667 shares; 2025Q4: 110,201 shares; 2026Q1: 110,356 shares 110,356 $28.9M 1.51% +155 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,870 shares; 2024Q4: 223,621 shares; 2025Q1: 238,850 shares; 2025Q2: 245,154 shares; 2025Q3: 247,531 shares; 2025Q4: 249,289 shares; 2026Q1: 266,933 shares 266,933 $26.5M 1.39% +17,644 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478,790 shares; 2024Q4: 477,127 shares; 2025Q1: 362,524 shares; 2025Q2: 279,490 shares; 2025Q3: 288,484 shares; 2025Q4: 282,995 shares; 2026Q1: 277,792 shares 277,792 $26.2M 1.37% -5,203 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,869 shares; 2024Q4: 219,205 shares; 2025Q1: 219,393 shares; 2025Q2: 230,512 shares; 2025Q3: 241,939 shares; 2025Q4: 279,579 shares; 2026Q1: 290,664 shares 290,664 $21.4M 1.12% +11,085 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,887 shares; 2024Q4: 305,057 shares; 2025Q1: 305,057 shares; 2025Q2: 305,057 shares; 2025Q3: 304,957 shares; 2025Q4: 303,871 shares; 2026Q1: 304,048 shares 304,048 $21.2M 1.11% +177 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,193 shares; 2024Q4: 80,290 shares; 2025Q1: 79,330 shares; 2025Q2: 79,438 shares; 2025Q3: 82,674 shares; 2025Q4: 93,133 shares; 2026Q1: 93,454 shares 93,454 $19.5M 1.02% +321 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,933 shares; 2024Q4: 414,195 shares; 2025Q1: 427,784 shares; 2025Q2: 427,258 shares; 2025Q3: 423,116 shares; 2025Q4: 408,472 shares; 2026Q1: 407,270 shares 407,270 $18.8M 0.99% -1,202 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,959 shares; 2024Q4: 54,267 shares; 2025Q1: 53,936 shares; 2025Q2: 54,757 shares; 2025Q3: 57,891 shares; 2025Q4: 62,942 shares; 2026Q1: 63,752 shares 63,752 $18.3M 0.96% +810 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,395 shares; 2025Q3: 162,441 shares; 2025Q4: 151,440 shares; 2026Q1: 146,336 shares 146,336 $15.6M 0.82% -5,104 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,451 shares; 2024Q4: 48,536 shares; 2025Q1: 46,902 shares; 2025Q2: 40,234 shares; 2025Q3: 44,796 shares; 2025Q4: 44,457 shares; 2026Q1: 43,145 shares 43,145 $12.4M 0.65% -1,312 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496,230 shares; 2024Q4: 511,711 shares; 2025Q1: 474,746 shares; 2025Q2: 553,372 shares; 2025Q3: 254,430 shares; 2025Q4: 244,855 shares; 2026Q1: 236,069 shares 236,069 $11.8M 0.62% -8,786 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,524 shares; 2024Q4: 21,280 shares; 2025Q1: 21,578 shares; 2025Q2: 20,691 shares; 2025Q3: 20,455 shares; 2025Q4: 22,290 shares; 2026Q1: 20,255 shares 20,255 $11.6M 0.61% -2,035 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,036 shares; 2024Q4: 209,458 shares; 2025Q1: 140,722 shares; 2025Q2: 139,108 shares; 2025Q3: 143,256 shares; 2025Q4: 143,577 shares; 2026Q1: 150,206 shares 150,206 $11.6M 0.61% +6,629 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,924 shares; 2024Q4: 73,050 shares; 2025Q1: 70,729 shares; 2025Q2: 76,201 shares; 2025Q3: 75,492 shares; 2025Q4: 74,710 shares; 2026Q1: 73,736 shares 73,736 $9.16M 0.48% -974 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,824 shares; 2024Q4: 29,140 shares; 2025Q1: 31,289 shares; 2025Q2: 31,834 shares; 2025Q3: 27,840 shares; 2025Q4: 28,927 shares; 2026Q1: 29,222 shares 29,222 $9.04M 0.47% +295 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,663 shares; 2024Q4: 58,373 shares; 2025Q1: 56,202 shares; 2025Q2: 39,761 shares; 2025Q3: 36,469 shares; 2025Q4: 30,277 shares; 2026Q1: 29,518 shares 29,518 $8.68M 0.45% -759 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,658 shares; 2024Q4: 50,472 shares; 2025Q1: 47,368 shares; 2025Q2: 41,723 shares; 2025Q3: 39,571 shares; 2025Q4: 36,747 shares; 2026Q1: 34,803 shares 34,803 $8.51M 0.45% -1,944 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,859 shares; 2024Q4: 49,057 shares; 2025Q1: 50,243 shares; 2025Q2: 54,273 shares; 2025Q3: 53,528 shares; 2025Q4: 52,614 shares; 2026Q1: 50,036 shares 50,036 $8.49M 0.44% -2,578 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,679 shares; 2024Q4: 15,273 shares; 2025Q1: 14,543 shares; 2025Q2: 14,543 shares; 2025Q3: 13,796 shares; 2025Q4: 13,099 shares; 2026Q1: 13,057 shares 13,057 $7.54M 0.39% -42 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,520 shares; 2024Q4: 112,425 shares; 2025Q1: 112,425 shares; 2025Q2: 112,425 shares; 2025Q3: 112,425 shares; 2025Q4: 95,810 shares; 2026Q1: 99,578 shares 99,578 $6.72M 0.35% +3,768 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,698 shares; 2024Q4: 14,494 shares; 2025Q1: 13,967 shares; 2025Q2: 11,109 shares; 2025Q3: 10,745 shares; 2025Q4: 11,312 shares; 2026Q1: 9,442 shares 9,442 $6.69M 0.35% -1,870 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,295 shares; 2024Q4: 38,140 shares; 2025Q1: 34,640 shares; 2025Q2: 34,378 shares; 2025Q3: 33,273 shares; 2025Q4: 23,394 shares; 2026Q1: 21,658 shares 21,658 $6.55M 0.34% -1,736 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,246 shares; 2025Q4: 113,095 shares; 2026Q1: 116,049 shares 116,049 $6.42M 0.34% +2,954 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,388 shares 81,388 $6.4M 0.34% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,649 shares; 2024Q4: 40,971 shares; 2025Q1: 40,957 shares; 2025Q2: 39,212 shares; 2025Q3: 38,697 shares; 2025Q4: 27,621 shares; 2026Q1: 27,665 shares 27,665 $6.25M 0.33% +44 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; 2024Q2: restricted; 2024Q3: 63,291 shares; 2024Q4: 56,065 shares; 2025Q1: 60,590 shares; 2025Q2: 61,992 shares; 2025Q3: 73,862 shares; 2025Q4: 77,285 shares; 2026Q1: 78,659 shares 78,659 $6.17M 0.32% +1,374 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 15,523 shares; 2025Q1: 14,179 shares; 2025Q2: 18,632 shares; 2025Q3: 17,032 shares; 2025Q4: 16,800 shares; 2026Q1: 16,534 shares 16,534 $6.15M 0.32% -266 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,220 shares; 2024Q4: 43,086 shares; 2025Q1: 42,677 shares; 2025Q2: 56,007 shares; 2025Q3: 47,145 shares; 2025Q4: 45,065 shares; 2026Q1: 41,275 shares 41,275 $5.88M 0.31% -3,790 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,238 shares; 2024Q4: 9,612 shares; 2025Q1: 8,577 shares; 2025Q2: 9,524 shares; 2025Q3: 7,476 shares; 2025Q4: 7,031 shares; 2026Q1: 6,261 shares 6,261 $5.76M 0.3% -770 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,831 shares; 2024Q4: 31,234 shares; 2025Q1: 31,431 shares; 2025Q2: 32,954 shares; 2025Q3: 29,369 shares; 2025Q4: 28,875 shares; 2026Q1: 26,176 shares 26,176 $5.69M 0.3% -2,699 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,154 shares; 2025Q4: 34,651 shares; 2026Q1: 20,857 shares 20,857 $5.64M 0.3% -13,794 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,137 shares; 2024Q4: 71,397 shares; 2025Q1: 46,015 shares; 2025Q2: 35,227 shares; 2025Q3: 35,411 shares; 2025Q4: 35,616 shares; 2026Q1: 36,595 shares 36,595 $5.54M 0.29% +979 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,681 shares 98,681 $5.41M 0.28% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,662 shares; 2024Q4: 85,437 shares; 2025Q1: 80,916 shares; 2025Q2: 75,052 shares; 2025Q3: 71,923 shares; 2025Q4: 71,135 shares; 2026Q1: 68,697 shares 68,697 $5.39M 0.28% -2,438 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,165 shares; 2024Q4: 55,101 shares; 2025Q1: 60,540 shares; 2025Q2: 71,767 shares; 2025Q3: 71,593 shares; 2025Q4: 70,910 shares; 2026Q1: 68,156 shares 68,156 $5.18M 0.27% -2,754 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,198 shares; 2024Q4: 64,442 shares; 2025Q1: 60,370 shares; 2025Q2: 54,129 shares; 2025Q3: 52,733 shares; 2025Q4: 41,960 shares; 2026Q1: 42,163 shares 42,163 $5.07M 0.27% +203 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,717 shares; 2025Q4: 232,460 shares; 2026Q1: 246,105 shares 246,105 $4.78M 0.25% +13,645 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,057 shares; 2024Q4: 15,714 shares; 2025Q1: 14,757 shares; 2025Q2: 13,091 shares; 2025Q3: 12,571 shares; 2025Q4: 10,568 shares; 2026Q1: 9,690 shares 9,690 $4.64M 0.24% -878 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,887 shares; 2024Q4: 48,325 shares; 2025Q1: 46,454 shares; 2025Q2: 47,096 shares; 2025Q3: 44,396 shares; 2025Q4: 37,985 shares; 2026Q1: 30,890 shares 30,890 $4.46M 0.23% -7,095 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,379 shares; 2026Q1: 4,529 shares 4,529 $3.95M 0.21% +150 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 8,254 shares; 2025Q1: 10,192 shares; 2025Q2: 13,004 shares; 2025Q3: 11,731 shares; 2025Q4: 11,272 shares; 2026Q1: 11,428 shares 11,428 $3.86M 0.2% +156 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,768 shares; 2024Q4: 36,768 shares; 2025Q1: 36,463 shares; 2025Q2: 46,845 shares; 2025Q3: 46,661 shares; 2025Q4: 46,529 shares; 2026Q1: 46,044 shares 46,044 $3.64M 0.19% -485 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,133 shares; 2024Q4: 45,243 shares; 2025Q1: 40,137 shares; 2025Q2: 43,060 shares; 2025Q3: 41,485 shares; 2025Q4: 43,656 shares; 2026Q1: 44,283 shares 44,283 $3.44M 0.18% +627 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,276 shares; 2024Q4: 71,736 shares; 2025Q1: 71,736 shares; 2025Q2: 67,659 shares; 2025Q3: 64,536 shares; 2025Q4: 64,536 shares; 2026Q1: 77,459 shares 77,459 $3.3M 0.17% +12,923 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 6,336 shares; 2025Q1: 4,367 shares; 2025Q2: 4,434 shares; 2025Q3: 3,971 shares; 2025Q4: 3,898 shares; 2026Q1: 3,856 shares 3,856 $3.26M 0.17% -42 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 7,117 shares; 2025Q1: 7,438 shares; 2025Q2: 5,942 shares; 2025Q3: 4,712 shares; 2025Q4: 55,689 shares; 2026Q1: 33,834 shares 33,834 $3.25M 0.17% -21,855 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 8,118 shares; 2025Q1: 8,118 shares; 2025Q2: 8,447 shares; 2025Q3: 8,447 shares; 2025Q4: 8,156 shares; 2026Q1: 8,744 shares 8,744 $3.21M 0.17% +588 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,184 shares; 2024Q4: 28,916 shares; 2025Q1: 27,138 shares; 2025Q2: 21,533 shares; 2025Q3: 18,726 shares; 2025Q4: 18,039 shares; 2026Q1: 15,446 shares 15,446 $3.2M 0.17% -2,593 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,059 shares; 2024Q4: 69,027 shares; 2025Q1: 60,894 shares; 2025Q2: 62,232 shares; 2025Q3: 60,234 shares; 2025Q4: 42,922 shares; 2026Q1: 42,637 shares 42,637 $3.17M 0.17% -285 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,568 shares; 2024Q4: 20,568 shares; 2025Q1: 19,346 shares; 2025Q2: 17,496 shares; 2025Q3: 17,496 shares; 2025Q4: 17,489 shares; 2026Q1: 14,312 shares 14,312 $3.08M 0.16% -3,177 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,758 shares; 2024Q4: 18,320 shares; 2025Q1: 19,679 shares; 2025Q2: 24,287 shares; 2025Q3: 22,685 shares; 2025Q4: 22,060 shares; 2026Q1: 21,826 shares 21,826 $2.88M 0.15% -234 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,670 shares; 2024Q4: 15,505 shares; 2025Q1: 15,411 shares; 2025Q2: 14,377 shares; 2025Q3: 14,377 shares; 2025Q4: 16,084 shares; 2026Q1: 15,483 shares 15,483 $2.85M 0.15% -601 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,732 shares; 2024Q4: 27,376 shares; 2025Q1: 28,775 shares; 2025Q2: 30,028 shares; 2025Q3: 35,577 shares; 2025Q4: 36,614 shares; 2026Q1: 36,955 shares 36,955 $2.85M 0.15% +341 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,068 shares; 2024Q4: 7,033 shares; 2025Q1: 6,743 shares; 2025Q2: 6,706 shares; 2025Q3: 6,279 shares; 2025Q4: 5,997 shares; 2026Q1: 5,687 shares 5,687 $2.84M 0.15% -310 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,182 shares; 2025Q1: 3,208 shares; 2025Q2: 3,572 shares; 2025Q3: 3,432 shares; 2025Q4: 3,303 shares; 2026Q1: 3,229 shares 3,229 $2.79M 0.15% -74 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,831 shares; 2024Q4: 13,831 shares; 2025Q1: 13,060 shares; 2025Q2: 12,929 shares; 2025Q3: 12,929 shares; 2025Q4: 12,929 shares; 2026Q1: 13,019 shares 13,019 $2.75M 0.14% +90 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,899 shares; 2024Q4: 10,872 shares; 2025Q1: 20,593 shares; 2025Q2: 25,333 shares; 2025Q3: 25,359 shares; 2025Q4: 28,580 shares; 2026Q1: 24,598 shares 24,598 $2.7M 0.14% -3,982 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,266 shares; 2024Q4: 10,266 shares; 2025Q1: 10,266 shares; 2025Q2: 10,266 shares; 2025Q3: 10,266 shares; 2025Q4: 10,227 shares; 2026Q1: 10,206 shares 10,206 $2.66M 0.14% -21 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,256 shares; 2024Q4: 26,517 shares; 2025Q1: 26,716 shares; 2025Q2: 27,769 shares; 2025Q3: 35,289 shares; 2025Q4: 37,664 shares; 2026Q1: 38,020 shares 38,020 $2.62M 0.14% +356 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 7,029 shares; 2025Q1: 9,324 shares; 2025Q2: 13,326 shares; 2025Q3: 13,167 shares; 2025Q4: 12,594 shares; 2026Q1: 15,544 shares 15,544 $2.57M 0.13% +2,950 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,854 shares; 2024Q4: 32,032 shares; 2025Q1: 23,293 shares; 2025Q2: 21,907 shares; 2025Q3: 17,835 shares; 2025Q4: 16,697 shares; 2026Q1: 12,689 shares 12,689 $2.54M 0.13% -4,008 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,402 shares; 2024Q4: 39,225 shares; 2025Q1: 30,105 shares; 2025Q2: 47,645 shares; 2025Q3: 49,014 shares; 2025Q4: 50,291 shares; 2026Q1: 52,719 shares 52,719 $2.53M 0.13% +2,428 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,819 shares; 2024Q4: 57,819 shares; 2025Q1: 47,208 shares; 2025Q2: 46,308 shares; 2025Q3: 44,723 shares; 2025Q4: 44,723 shares; 2026Q1: 44,330 shares 44,330 $2.52M 0.13% -393 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,667 shares; 2025Q2: 20,858 shares; 2025Q3: 20,895 shares; 2025Q4: 19,407 shares; 2026Q1: 23,841 shares 23,841 $2.47M 0.13% +4,434 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 12,086 shares; 2025Q1: 11,511 shares; 2025Q2: 14,600 shares; 2025Q3: 14,931 shares; 2025Q4: 18,414 shares; 2026Q1: 16,891 shares 16,891 $2.46M 0.13% -1,523 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,285 shares; 2024Q4: 25,331 shares; 2025Q1: 28,977 shares; 2025Q2: 25,588 shares; 2025Q3: 26,569 shares; 2025Q4: 26,445 shares; 2026Q1: 26,143 shares 26,143 $2.43M 0.13% -302 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,041 shares; 2024Q4: 26,501 shares; 2025Q1: 26,501 shares; 2025Q2: 26,501 shares; 2025Q3: 25,889 shares; 2025Q4: 26,172 shares; 2026Q1: 23,516 shares 23,516 $2.41M 0.13% -2,656 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,652 shares; 2024Q4: 25,167 shares; 2025Q1: 24,838 shares; 2025Q2: 24,838 shares; 2025Q3: 24,693 shares; 2025Q4: 24,693 shares; 2026Q1: 24,601 shares 24,601 $2.39M 0.13% -92 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,050 shares; 2024Q4: 16,711 shares; 2025Q1: 16,711 shares; 2025Q2: 16,206 shares; 2025Q3: 16,206 shares; 2025Q4: 15,531 shares; 2026Q1: 16,346 shares 16,346 $2.37M 0.12% +815 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,161 shares; 2025Q1: 3,519 shares; 2025Q2: 4,677 shares; 2025Q3: 4,689 shares; 2025Q4: 4,608 shares; 2026Q1: 4,564 shares 4,564 $2.24M 0.12% -44 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,358 shares; 2025Q2: 22,695 shares; 2025Q3: 21,176 shares; 2025Q4: 19,712 shares; 2026Q1: 19,527 shares 19,527 $2.21M 0.12% -185 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,374 shares; 2024Q4: 17,864 shares; 2025Q1: 17,752 shares; 2025Q2: 17,705 shares; 2025Q3: 17,520 shares; 2025Q4: 17,045 shares; 2026Q1: 16,594 shares 16,594 $2.14M 0.11% -451 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 10,918 shares; 2025Q1: 10,128 shares; 2025Q2: 9,633 shares; 2025Q3: 9,038 shares; 2025Q4: 8,687 shares; 2026Q1: 8,582 shares 8,582 $2.08M 0.11% -105 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,649 shares; 2025Q1: 1,731 shares; 2025Q2: 1,705 shares; 2025Q3: 1,569 shares; 2025Q4: 1,421 shares; 2026Q1: 6,069 shares 6,069 $1.98M 0.1% +4,648 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,002 shares; 2024Q4: 8,255 shares; 2025Q1: 7,797 shares; 2025Q2: 6,691 shares; 2025Q3: 6,275 shares; 2025Q4: 6,039 shares; 2026Q1: 5,817 shares 5,817 $1.91M 0.1% -222 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,924 shares; 2024Q4: 14,924 shares; 2025Q1: 14,924 shares; 2025Q2: 14,924 shares; 2025Q3: 14,924 shares; 2025Q4: 14,924 shares; 2026Q1: 14,924 shares 14,924 $1.89M 0.1% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,105 shares; 2025Q4: 92,777 shares; 2026Q1: 130,429 shares 130,429 $1.86M 0.1% +37,652 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 13,655 shares; 2025Q1: 14,415 shares; 2025Q2: 14,622 shares; 2025Q3: 14,463 shares; 2025Q4: 13,489 shares; 2026Q1: 8,743 shares 8,743 $1.85M 0.1% -4,746 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,496 shares; 2026Q1: 19,219 shares 19,219 $1.82M 0.1% +723 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,569 shares; 2024Q4: 20,900 shares; 2025Q1: 19,559 shares; 2025Q2: 17,031 shares; 2025Q3: 18,166 shares; 2025Q4: 18,166 shares; 2026Q1: 17,953 shares 17,953 $1.69M 0.09% -213 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: 9,435 shares; 2025Q1: 8,358 shares; 2025Q2: 6,904 shares; 2025Q3: 6,813 shares; 2025Q4: 4,952 shares; 2026Q1: 4,849 shares 4,849 $1.66M 0.09% -103 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 6,899 shares; 2025Q1: 6,899 shares; 2025Q2: 7,497 shares; 2025Q3: 7,497 shares; 2025Q4: 7,371 shares; 2026Q1: 7,089 shares 7,089 $1.54M 0.08% -282 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,397 shares; 2024Q4: 13,392 shares; 2025Q1: 13,392 shares; 2025Q2: 13,366 shares; 2025Q3: 13,366 shares; 2025Q4: 13,366 shares; 2026Q1: 13,542 shares 13,542 $1.53M 0.08% +176 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 5,856 shares; 2025Q1: 5,468 shares; 2025Q2: 5,359 shares; 2025Q3: 5,040 shares; 2025Q4: 4,936 shares; 2026Q1: 4,922 shares 4,922 $1.49M 0.08% -14 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,854 shares; 2024Q4: 13,245 shares; 2025Q1: 12,702 shares; 2025Q2: 10,782 shares; 2025Q3: 10,937 shares; 2025Q4: 10,190 shares; 2026Q1: 9,538 shares 9,538 $1.48M 0.08% -652 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 2,141 shares; 2025Q3: 2,356 shares; 2025Q4: 2,332 shares; 2026Q1: 2,097 shares 2,097 $1.43M 0.07% -235 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 7,530 shares; 2025Q1: 7,444 shares; 2025Q2: 7,309 shares; 2025Q3: 7,035 shares; 2025Q4: 7,058 shares; 2026Q1: 7,035 shares 7,035 $1.43M 0.07% -23 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,044 shares; 2025Q2: 28,926 shares; 2025Q3: 28,144 shares; 2025Q4: 27,533 shares; 2026Q1: 26,979 shares 26,979 $1.32M 0.07% -554 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,630 shares; 2025Q1: 1,616 shares; 2025Q2: 1,661 shares; 2025Q3: 1,760 shares; 2025Q4: 1,482 shares; 2026Q1: 1,303 shares 1,303 $1.3M 0.07% -179 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,685 shares; 2024Q4: 14,960 shares; 2025Q1: 25,458 shares; 2025Q2: 23,555 shares; 2025Q3: 18,918 shares; 2025Q4: 4,842 shares; 2026Q1: 8,857 shares 8,857 $1.29M 0.07% +4,015 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,087 shares; 2025Q2: 2,087 shares; 2025Q3: 2,087 shares; 2025Q4: 2,087 shares; 2026Q1: 2,087 shares 2,087 $1.29M 0.07% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,038 shares; 2024Q4: 12,216 shares; 2025Q1: 11,776 shares; 2025Q2: 11,641 shares; 2025Q3: 11,518 shares; 2025Q4: 11,556 shares; 2026Q1: 9,650 shares 9,650 $1.26M 0.07% -1,906 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,574 shares; 2025Q1: 4,574 shares; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares; 2025Q4: 4,368 shares; 2026Q1: 4,912 shares 4,912 $1.26M 0.07% +544 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,218 shares; 2026Q1: 20,125 shares 20,125 $1.26M 0.07% +907 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 3,866 shares; 2025Q1: 3,866 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,013 shares; 2026Q1: 4,168 shares 4,168 $1.26M 0.07% +155 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,667 shares; 2026Q1: 6,839 shares 6,839 $1.25M 0.07% +172 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,484 shares; 2024Q4: 28,336 shares; 2025Q1: 15,188 shares; 2025Q2: 14,583 shares; 2025Q3: 19,916 shares; 2025Q4: 19,805 shares; 2026Q1: 19,887 shares 19,887 $1.25M 0.07% +82 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 19,515 shares; 2025Q1: 20,785 shares; 2025Q2: 28,035 shares; 2025Q3: 27,549 shares; 2025Q4: 27,549 shares; 2026Q1: 27,243 shares 27,243 $1.24M 0.07% -306 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,750 shares; 2025Q2: 21,402 shares; 2025Q3: 21,869 shares; 2025Q4: 21,318 shares; 2026Q1: 20,932 shares 20,932 $1.23M 0.06% -386 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 3,990 shares; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 5,758 shares 5,758 $1.19M 0.06% +2,958 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,378 shares; 2024Q4: 31,178 shares; 2025Q1: 27,936 shares; 2025Q2: 19,313 shares; 2025Q3: 18,598 shares; 2025Q4: 14,618 shares; 2026Q1: 12,191 shares 12,191 $1.18M 0.06% -2,427 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,769 shares; 2024Q4: 69,858 shares; 2025Q1: 63,881 shares; 2025Q2: 46,003 shares; 2025Q3: 38,570 shares; 2025Q4: 37,934 shares; 2026Q1: 41,818 shares 41,818 $1.17M 0.06% +3,884 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,075 shares; 2025Q1: 5,341 shares; 2025Q2: 5,154 shares; 2025Q3: 5,156 shares; 2025Q4: 5,189 shares; 2026Q1: 5,965 shares 5,965 $1.16M 0.06% +776 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,272 shares; 2025Q3: not reported; 2025Q4: 2,407 shares; 2026Q1: 2,460 shares 2,460 $1.13M 0.06% +53 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,493 shares; 2025Q2: 13,101 shares; 2025Q3: 13,924 shares; 2025Q4: 13,738 shares; 2026Q1: 13,516 shares 13,516 $1.13M 0.06% -222 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,239 shares; 2025Q2: 15,476 shares; 2025Q3: 15,591 shares; 2025Q4: 15,436 shares; 2026Q1: 15,007 shares 15,007 $1.12M 0.06% -429 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,202 shares; 2025Q2: 3,768 shares; 2025Q3: 3,792 shares; 2025Q4: 3,717 shares; 2026Q1: 3,668 shares 3,668 $1.12M 0.06% -49 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,036 shares; 2025Q4: 3,344 shares; 2026Q1: 2,586 shares 2,586 $1.11M 0.06% -758 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,369 shares; 2025Q2: 3,193 shares; 2025Q3: 3,205 shares; 2025Q4: 3,174 shares; 2026Q1: 3,119 shares 3,119 $1.11M 0.06% -55 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,029 shares; 2024Q4: 56,118 shares; 2025Q1: 50,518 shares; 2025Q2: 34,663 shares; 2025Q3: 36,413 shares; 2025Q4: 33,924 shares; 2026Q1: 24,941 shares 24,941 $1.1M 0.06% -8,983 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 1,836 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $1.1M 0.06% 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; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 4,984 shares; 2025Q1: 4,698 shares; 2025Q2: 4,537 shares; 2025Q3: 4,549 shares; 2025Q4: 4,653 shares; 2026Q1: 4,620 shares 4,620 $1.09M 0.06% -33 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,746 shares; 2025Q3: 5,025 shares; 2025Q4: 3,121 shares; 2026Q1: 2,781 shares 2,781 $1.09M 0.06% -340 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,855 shares; 2025Q2: 6,911 shares; 2025Q3: 6,225 shares; 2025Q4: 5,791 shares; 2026Q1: 5,727 shares 5,727 $1.04M 0.05% -64 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,455 shares; 2025Q2: 29,016 shares; 2025Q3: 29,430 shares; 2025Q4: 28,089 shares; 2026Q1: 27,480 shares 27,480 $1.03M 0.05% -609 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,623 shares; 2026Q1: 29,694 shares 29,694 $1.01M 0.05% +3,071 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,940 shares; 2025Q4: 4,012 shares; 2026Q1: 4,069 shares 4,069 $996K 0.05% +57 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 3,034 shares; 2025Q1: 2,245 shares; 2025Q2: 2,149 shares; 2025Q3: 2,149 shares; 2025Q4: 2,149 shares; 2026Q1: 2,149 shares 2,149 $995K 0.05% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 8,002 shares; 2025Q1: 7,682 shares; 2025Q2: 7,103 shares; 2025Q3: 6,887 shares; 2025Q4: 6,299 shares; 2026Q1: 7,358 shares 7,358 $995K 0.05% +1,059 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: 7,637 shares; 2025Q3: 7,673 shares; 2025Q4: 7,524 shares; 2026Q1: 7,517 shares 7,517 $984K 0.05% -7 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 6,005 shares; 2025Q1: 6,005 shares; 2025Q2: 6,005 shares; 2025Q3: 5,275 shares; 2025Q4: 5,574 shares; 2026Q1: 5,395 shares 5,395 $983K 0.05% -179 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,958 shares; 2025Q2: 4,179 shares; 2025Q3: 4,209 shares; 2025Q4: 4,010 shares; 2026Q1: 3,914 shares 3,914 $967K 0.05% -96 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,062 shares; 2025Q1: 36,853 shares; 2025Q2: 82,694 shares; 2025Q3: 31,691 shares; 2025Q4: 28,132 shares; 2026Q1: 13,666 shares 13,666 $947K 0.05% -14,466 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,765 shares; 2024Q4: 22,451 shares; 2025Q1: 22,393 shares; 2025Q2: 23,769 shares; 2025Q3: 23,389 shares; 2025Q4: 20,228 shares; 2026Q1: 19,562 shares 19,562 $943K 0.05% -666 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,849 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,892 shares; 2026Q1: 1,900 shares 1,900 $942K 0.05% +8 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,758 shares; 2025Q3: 6,351 shares; 2025Q4: 6,651 shares; 2026Q1: 6,924 shares 6,924 $915K 0.05% +273 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,800 shares; 2025Q1: 7,530 shares; 2025Q2: 7,675 shares; 2025Q3: 7,675 shares; 2025Q4: 7,247 shares; 2026Q1: 7,251 shares 7,251 $890K 0.05% +4 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 2,476 shares; 2025Q1: 2,476 shares; 2025Q2: 2,476 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares; 2026Q1: 2,076 shares 2,076 $885K 0.05% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,236 shares; 2024Q4: 56,530 shares; 2025Q1: 43,427 shares; 2025Q2: 22,121 shares; 2025Q3: 18,732 shares; 2025Q4: 23,086 shares; 2026Q1: 17,392 shares 17,392 $880K 0.05% -5,694 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,023 shares; 2024Q4: 52,438 shares; 2025Q1: 43,100 shares; 2025Q2: 27,590 shares; 2025Q3: 22,628 shares; 2025Q4: 21,828 shares; 2026Q1: 16,888 shares 16,888 $855K 0.04% -4,940 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,698 shares 7,698 $815K 0.04% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,207 shares; 2025Q4: 10,822 shares; 2026Q1: 10,837 shares 10,837 $801K 0.04% +15 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 747 shares; 2025Q3: 1,023 shares; 2025Q4: 1,049 shares; 2026Q1: 1,024 shares 1,024 $791K 0.04% -25 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,387 shares; 2024Q4: 27,250 shares; 2025Q1: 24,641 shares; 2025Q2: 10,860 shares; 2025Q3: 8,521 shares; 2025Q4: 8,955 shares; 2026Q1: 7,253 shares 7,253 $785K 0.04% -1,702 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,348 shares; 2024Q4: 5,010 shares; 2025Q1: 4,762 shares; 2025Q2: 4,534 shares; 2025Q3: 3,990 shares; 2025Q4: 4,065 shares; 2026Q1: 4,063 shares 4,063 $770K 0.04% -2 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,024 shares; 2025Q2: 20,765 shares; 2025Q3: 20,506 shares; 2025Q4: 20,525 shares; 2026Q1: 20,011 shares 20,011 $764K 0.04% -514 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,353 shares; 2025Q2: 6,595 shares; 2025Q3: 6,657 shares; 2025Q4: 6,540 shares; 2026Q1: 6,426 shares 6,426 $756K 0.04% -114 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 1,065 shares; 2025Q1: 1,437 shares; 2025Q2: 2,746 shares; 2025Q3: 2,772 shares; 2025Q4: 2,731 shares; 2026Q1: 2,749 shares 2,749 $744K 0.04% +18 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,529 shares; 2024Q4: not reported; 2025Q1: 7,739 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,156 shares; 2026Q1: 2,163 shares 2,163 $731K 0.04% +7 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 885 shares; 2025Q4: 873 shares; 2026Q1: 994 shares 994 $724K 0.04% +121 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,815 shares; 2024Q4: 16,375 shares; 2025Q1: 16,893 shares; 2025Q2: 15,231 shares; 2025Q3: 16,143 shares; 2025Q4: 16,483 shares; 2026Q1: 11,900 shares 11,900 $722K 0.04% -4,583 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,960 shares; 2024Q4: 52,408 shares; 2025Q1: 48,354 shares; 2025Q2: 33,535 shares; 2025Q3: 25,413 shares; 2025Q4: 22,734 shares; 2026Q1: 14,265 shares 14,265 $716K 0.04% -8,469 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,024 shares; 2025Q2: 8,362 shares; 2025Q3: 9,127 shares; 2025Q4: 7,109 shares; 2026Q1: 8,266 shares 8,266 $685K 0.04% +1,157 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: 8,985 shares; 2025Q1: 7,151 shares; 2025Q2: 6,141 shares; 2025Q3: 4,777 shares; 2025Q4: 4,777 shares; 2026Q1: 4,777 shares 4,777 $666K 0.03% 0 Timeline DNTH DIANTHUS THERAPEUTICS INC More: the full row for DIANTHUS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,904 shares 7,904 $663K 0.03% new Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,063 shares; 2024Q4: 38,935 shares; 2025Q1: 38,476 shares; 2025Q2: 34,070 shares; 2025Q3: 25,034 shares; 2025Q4: 15,563 shares; 2026Q1: 15,158 shares 15,158 $632K 0.03% -405 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,587 shares; 2025Q2: 7,391 shares; 2025Q3: 7,441 shares; 2025Q4: 7,475 shares; 2026Q1: 7,356 shares 7,356 $589K 0.03% -119 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; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,354 shares; 2025Q1: 3,354 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares; 2025Q4: 3,354 shares; 2026Q1: 3,350 shares 3,350 $588K 0.03% -4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 4,949 shares; 2025Q1: 3,773 shares; 2025Q2: 3,432 shares; 2025Q3: 3,417 shares; 2025Q4: 3,434 shares; 2026Q1: 3,453 shares 3,453 $568K 0.03% +19 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; 2024Q2: restricted; 2024Q3: 78,598 shares; 2024Q4: 80,895 shares; 2025Q1: 80,225 shares; 2025Q2: 84,162 shares; 2025Q3: 15,123 shares; 2025Q4: 7,720 shares; 2026Q1: 7,169 shares 7,169 $536K 0.03% -551 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 2,563 shares; 2025Q3: 2,584 shares; 2025Q4: 2,517 shares; 2026Q1: 2,489 shares 2,489 $523K 0.03% -28 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 5,941 shares; 2025Q1: 4,654 shares; 2025Q2: 2,451 shares; 2025Q3: 1,780 shares; 2025Q4: 1,469 shares; 2026Q1: 1,459 shares 1,459 $522K 0.03% -10 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 1,908 shares; 2025Q1: 1,678 shares; 2025Q2: 2,155 shares; 2025Q3: 2,095 shares; 2025Q4: 2,095 shares; 2026Q1: 2,138 shares 2,138 $518K 0.03% +43 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,261 shares; 2025Q2: 14,554 shares; 2025Q3: 15,623 shares; 2025Q4: 16,041 shares; 2026Q1: 6,722 shares 6,722 $506K 0.03% -9,319 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,521 shares; 2025Q1: 3,628 shares; 2025Q2: 1,836 shares; 2025Q3: 1,795 shares; 2025Q4: 1,758 shares; 2026Q1: 1,738 shares 1,738 $505K 0.03% -20 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 4,823 shares; 2025Q1: 4,823 shares; 2025Q2: 4,823 shares; 2025Q3: 4,047 shares; 2025Q4: 3,837 shares; 2026Q1: 3,442 shares 3,442 $500K 0.03% -395 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,148 shares; 2025Q2: 6,802 shares; 2025Q3: 5,219 shares; 2025Q4: 5,233 shares; 2026Q1: 5,067 shares 5,067 $499K 0.03% -166 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,307 shares; 2024Q4: 3,307 shares; 2025Q1: 3,151 shares; 2025Q2: 3,151 shares; 2025Q3: 3,151 shares; 2025Q4: 3,151 shares; 2026Q1: 3,101 shares 3,101 $488K 0.03% -50 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,219 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares; 2026Q1: 1,646 shares 1,646 $480K 0.03% -217 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 3,278 shares; 2025Q1: 3,113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,435 shares; 2026Q1: 10,416 shares 10,416 $477K 0.02% -19 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 770 shares; 2025Q1: 890 shares; 2025Q2: 957 shares; 2025Q3: 1,096 shares; 2025Q4: 1,058 shares; 2026Q1: 952 shares 952 $462K 0.02% -106 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,334 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 7,734 shares; 2026Q1: 7,334 shares 7,334 $461K 0.02% -400 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: 3,998 shares; 2025Q1: 3,757 shares; 2025Q2: 3,143 shares; 2025Q3: 2,994 shares; 2025Q4: 2,872 shares; 2026Q1: 2,870 shares 2,870 $458K 0.02% -2 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,770 shares; 2025Q1: 7,341 shares; 2025Q2: 7,517 shares; 2025Q3: 6,940 shares; 2025Q4: 5,653 shares; 2026Q1: 4,621 shares 4,621 $446K 0.02% -1,032 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,915 shares; 2024Q4: 11,389 shares; 2025Q1: 9,009 shares; 2025Q2: 4,578 shares; 2025Q3: 4,364 shares; 2025Q4: 4,206 shares; 2026Q1: 4,541 shares 4,541 $438K 0.02% +335 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,635 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,660 shares; 2025Q4: 1,810 shares; 2026Q1: 1,763 shares 1,763 $437K 0.02% -47 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 7,959 shares; 2025Q1: 7,681 shares; 2025Q2: 4,418 shares; 2025Q3: 4,418 shares; 2025Q4: 3,647 shares; 2026Q1: 3,206 shares 3,206 $420K 0.02% -441 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,647 shares; 2025Q3: 1,338 shares; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares 1,226 $419K 0.02% 0 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,006 shares; 2025Q4: 3,454 shares; 2026Q1: 3,545 shares 3,545 $395K 0.02% +91 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,803 shares 1,803 $385K 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,962 shares; 2026Q1: 4,948 shares 4,948 $377K 0.02% -14 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $359K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,545 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares 2,563 $355K 0.02% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,634 shares; 2025Q1: 3,634 shares; 2025Q2: 3,634 shares; 2025Q3: 3,634 shares; 2025Q4: 3,634 shares; 2026Q1: 3,634 shares 3,634 $351K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,943 shares; 2024Q4: 22,931 shares; 2025Q1: 20,057 shares; 2025Q2: 9,572 shares; 2025Q3: 7,310 shares; 2025Q4: 7,111 shares; 2026Q1: 6,661 shares 6,661 $346K 0.02% -450 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,775 shares; 2025Q1: 12,775 shares; 2025Q2: 12,775 shares; 2025Q3: 11,265 shares; 2025Q4: 10,909 shares; 2026Q1: 8,938 shares 8,938 $333K 0.02% -1,971 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,355 shares; 2024Q4: 32,791 shares; 2025Q1: 33,515 shares; 2025Q2: 40,639 shares; 2025Q3: 25,058 shares; 2025Q4: 2,000 shares; 2026Q1: 1,319 shares 1,319 $331K 0.02% -681 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $320K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 3,736 shares; 2025Q1: 3,244 shares; 2025Q2: 1,927 shares; 2025Q3: 1,711 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $318K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,066 shares; 2025Q1: 1,188 shares; 2025Q2: 552 shares; 2025Q3: 684 shares; 2025Q4: 693 shares; 2026Q1: 556 shares 556 $313K 0.02% -137 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,618 shares; 2025Q4: 8,345 shares; 2026Q1: 8,313 shares 8,313 $306K 0.02% -32 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $304K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,164 shares; 2025Q3: 331 shares; 2025Q4: 336 shares; 2026Q1: 334 shares 334 $299K 0.02% -2 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,721 shares; 2025Q4: 1,829 shares; 2026Q1: 1,835 shares 1,835 $285K 0.01% +6 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,269 shares; 2025Q1: 4,236 shares; 2025Q2: 4,134 shares; 2025Q3: 4,041 shares; 2025Q4: 3,942 shares; 2026Q1: 666 shares 666 $283K 0.01% -3,276 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 4,811 shares; 2025Q1: not reported; 2025Q2: 17,391 shares; 2025Q3: 9,411 shares; 2025Q4: 9,405 shares; 2026Q1: 1,383 shares 1,383 $281K 0.01% -8,022 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,974 shares; 2025Q4: 3,974 shares; 2026Q1: 3,974 shares 3,974 $279K 0.01% 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; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 8,655 shares; 2025Q1: 8,655 shares; 2025Q2: 6,780 shares; 2025Q3: 6,780 shares; 2025Q4: 6,780 shares; 2026Q1: 6,780 shares 6,780 $278K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $277K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 4,397 shares; 2025Q1: 3,612 shares; 2025Q2: 2,163 shares; 2025Q3: 2,070 shares; 2025Q4: 1,559 shares; 2026Q1: 1,459 shares 1,459 $272K 0.01% -100 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,567 shares; 2024Q4: 19,886 shares; 2025Q1: 19,937 shares; 2025Q2: 20,006 shares; 2025Q3: 19,939 shares; 2025Q4: 18,367 shares; 2026Q1: 3,124 shares 3,124 $266K 0.01% -15,243 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 241 shares; 2026Q1: 237 shares 237 $259K 0.01% -4 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,002 shares; 2025Q3: 951 shares; 2025Q4: 928 shares; 2026Q1: 901 shares 901 $256K 0.01% -27 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,513 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,491 shares 5,491 $255K 0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,785 shares; 2024Q4: 88,415 shares; 2025Q1: 88,415 shares; 2025Q2: 61,075 shares; 2025Q3: 42,473 shares; 2025Q4: not reported; 2026Q1: 2,045 shares 2,045 $254K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 7,402 shares; 2025Q1: 7,402 shares; 2025Q2: 6,906 shares; 2025Q3: 6,906 shares; 2025Q4: 3,172 shares; 2026Q1: 3,172 shares 3,172 $252K 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; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $243K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 3,957 shares; 2025Q1: 3,167 shares; 2025Q2: 2,916 shares; 2025Q3: 2,930 shares; 2025Q4: 3,019 shares; 2026Q1: 3,045 shares 3,045 $242K 0.01% +26 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,392 shares; 2025Q3: 1,672 shares; 2025Q4: 1,468 shares; 2026Q1: 1,474 shares 1,474 $236K 0.01% +6 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 405 shares; 2025Q4: not reported; 2026Q1: 388 shares 388 $235K 0.01% new Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,203 shares; 2025Q1: not reported; 2025Q2: 2,203 shares; 2025Q3: 2,203 shares; 2025Q4: 2,203 shares; 2026Q1: 2,203 shares 2,203 $232K 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; 2024Q2: restricted; 2024Q3: 9,629 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,205 shares; 2025Q3: 8,112 shares; 2025Q4: 4,925 shares; 2026Q1: 812 shares 812 $227K 0.01% -4,113 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 11,284 shares; 2025Q1: 10,053 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,776 shares 7,776 $225K 0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,041 shares; 2025Q3: 1,051 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares 1,039 $224K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,177 shares; 2025Q1: 2,177 shares; 2025Q2: 2,177 shares; 2025Q3: 2,177 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $221K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 4,802 shares; 2025Q1: 4,407 shares; 2025Q2: 3,676 shares; 2025Q3: 2,884 shares; 2025Q4: 2,573 shares; 2026Q1: 1,673 shares 1,673 $219K 0.01% -900 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,256 shares 2,256 $210K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 6,820 shares; 2025Q1: 6,820 shares; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 997 shares 997 $205K 0.01% 0 Timeline