XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,219 shares; 2024Q4: 475,141 shares; 2025Q1: 468,257 shares; 2025Q2: 471,736 shares; 2025Q3: 470,263 shares; 2025Q4: 935,204 shares; 2026Q1: 933,094 shares 933,094 $124M 7.26% -2,110 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: 561,359 shares; 2024Q4: 574,441 shares; 2025Q1: 596,769 shares; 2025Q2: 595,678 shares; 2025Q3: 622,586 shares; 2025Q4: 674,262 shares; 2026Q1: 712,901 shares 712,901 $70.8M 4.14% +38,639 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: 88,556 shares; 2024Q4: 108,072 shares; 2025Q1: 106,793 shares; 2025Q2: 105,249 shares; 2025Q3: 103,334 shares; 2025Q4: 104,105 shares; 2026Q1: 99,631 shares 99,631 $65.1M 3.81% -4,474 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: 77,288 shares; 2024Q4: 76,948 shares; 2025Q1: 76,113 shares; 2025Q2: 74,974 shares; 2025Q3: 72,327 shares; 2025Q4: 72,110 shares; 2026Q1: 70,505 shares 70,505 $64.8M 3.79% -1,605 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: 263,013 shares; 2024Q4: 261,105 shares; 2025Q1: 251,247 shares; 2025Q2: 244,654 shares; 2025Q3: 246,103 shares; 2025Q4: 243,132 shares; 2026Q1: 246,959 shares 246,959 $62.7M 3.67% +3,827 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: 231,143 shares; 2024Q4: 230,212 shares; 2025Q1: 225,373 shares; 2025Q2: 217,796 shares; 2025Q3: 206,778 shares; 2025Q4: 205,871 shares; 2026Q1: 198,273 shares 198,273 $48.5M 2.84% -7,598 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,150 shares; 2024Q4: 437,067 shares; 2025Q1: 450,589 shares; 2025Q2: 515,694 shares; 2025Q3: 531,857 shares; 2025Q4: 548,387 shares; 2026Q1: 599,739 shares 599,739 $38.4M 2.25% +51,352 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: 445,632 shares; 2024Q4: 472,000 shares; 2025Q1: 477,896 shares; 2025Q2: 478,814 shares; 2025Q3: 481,559 shares; 2025Q4: 487,949 shares; 2026Q1: 520,352 shares 520,352 $35.1M 2.06% +32,403 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: 233,565 shares; 2024Q4: 234,663 shares; 2025Q1: 234,820 shares; 2025Q2: 226,667 shares; 2025Q3: 217,449 shares; 2025Q4: 218,982 shares; 2026Q1: 206,087 shares 206,087 $35M 2.05% -12,895 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: 36,368 shares; 2024Q4: 36,192 shares; 2025Q1: 35,454 shares; 2025Q2: 34,969 shares; 2025Q3: 34,682 shares; 2025Q4: 34,430 shares; 2026Q1: 34,403 shares 34,403 $34.3M 2.01% -27 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: 101,129 shares; 2024Q4: 102,821 shares; 2025Q1: 99,040 shares; 2025Q2: 95,013 shares; 2025Q3: 139,384 shares; 2025Q4: 134,780 shares; 2026Q1: 118,078 shares 118,078 $34M 1.99% -16,702 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: 216,615 shares; 2024Q4: 228,749 shares; 2025Q1: 234,503 shares; 2025Q2: 235,313 shares; 2025Q3: 236,055 shares; 2025Q4: 239,069 shares; 2026Q1: 271,033 shares 271,033 $33.7M 1.97% +31,964 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: 49,526 shares; 2024Q4: 49,379 shares; 2025Q1: 49,171 shares; 2025Q2: 46,844 shares; 2025Q3: 46,787 shares; 2025Q4: 46,426 shares; 2026Q1: 46,135 shares 46,135 $32.7M 1.91% -291 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; 2024Q2: restricted; 2024Q3: 130,819 shares; 2024Q4: 130,750 shares; 2025Q1: 129,401 shares; 2025Q2: 135,526 shares; 2025Q3: 135,668 shares; 2025Q4: 271,112 shares; 2026Q1: 284,813 shares 284,813 $31M 1.82% +13,701 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: 83,848 shares; 2024Q4: 83,360 shares; 2025Q1: 79,994 shares; 2025Q2: 76,273 shares; 2025Q3: 76,538 shares; 2025Q4: 75,809 shares; 2026Q1: 76,383 shares 76,383 $28.3M 1.65% +574 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; 2024Q2: restricted; 2024Q3: 156,120 shares; 2024Q4: 155,805 shares; 2025Q1: 155,475 shares; 2025Q2: 155,796 shares; 2025Q3: 155,881 shares; 2025Q4: 157,021 shares; 2026Q1: 156,614 shares 156,614 $25.3M 1.48% -407 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,248 shares; 2024Q4: 424,404 shares; 2025Q1: 420,541 shares; 2025Q2: 445,799 shares; 2025Q3: 445,564 shares; 2025Q4: 446,315 shares; 2026Q1: 478,395 shares 478,395 $23.6M 1.38% +32,080 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: 33,751 shares; 2024Q4: 33,700 shares; 2025Q1: 33,710 shares; 2025Q2: 36,422 shares; 2025Q3: 36,411 shares; 2025Q4: 36,400 shares; 2026Q1: 39,161 shares 39,161 $22.6M 1.32% +2,761 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,460 shares; 2024Q4: 376,478 shares; 2025Q1: 376,812 shares; 2025Q2: 372,581 shares; 2025Q3: 388,360 shares; 2025Q4: 409,711 shares; 2026Q1: 427,552 shares 427,552 $22.5M 1.31% +17,841 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: 84,970 shares; 2024Q4: 85,886 shares; 2025Q1: 82,063 shares; 2025Q2: 79,809 shares; 2025Q3: 78,362 shares; 2025Q4: 77,176 shares; 2026Q1: 75,843 shares 75,843 $22.3M 1.31% -1,333 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: 149,495 shares; 2024Q4: 148,853 shares; 2025Q1: 147,771 shares; 2025Q2: 146,263 shares; 2025Q3: 160,410 shares; 2025Q4: 172,032 shares; 2026Q1: 173,725 shares 173,725 $20.9M 1.22% +1,693 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: 79,514 shares; 2024Q4: 78,989 shares; 2025Q1: 77,964 shares; 2025Q2: 86,302 shares; 2025Q3: 89,402 shares; 2025Q4: 93,092 shares; 2026Q1: 94,248 shares 94,248 $20.5M 1.2% +1,156 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: 165,997 shares; 2024Q4: 168,682 shares; 2025Q1: 158,591 shares; 2025Q2: 154,957 shares; 2025Q3: 153,654 shares; 2025Q4: 152,400 shares; 2026Q1: 150,491 shares 150,491 $18.7M 1.09% -1,909 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: 75,860 shares; 2024Q4: 76,837 shares; 2025Q1: 75,018 shares; 2025Q2: 74,322 shares; 2025Q3: 74,444 shares; 2025Q4: 74,334 shares; 2026Q1: 74,352 shares 74,352 $18M 1.05% +18 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,281 shares; 2024Q4: 144,538 shares; 2025Q1: 141,559 shares; 2025Q2: 135,510 shares; 2025Q3: 128,854 shares; 2025Q4: 130,073 shares; 2026Q1: 121,799 shares 121,799 $17.9M 1.04% -8,274 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,835 shares; 2024Q4: 17,792 shares; 2025Q1: 15,993 shares; 2025Q2: 15,646 shares; 2025Q3: 12,494 shares; 2025Q4: 36,873 shares; 2026Q1: 35,533 shares 35,533 $16.9M 0.99% -1,340 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: 100,433 shares; 2024Q4: 101,605 shares; 2025Q1: 101,278 shares; 2025Q2: 100,565 shares; 2025Q3: 101,283 shares; 2025Q4: 100,688 shares; 2026Q1: 98,790 shares 98,790 $15.8M 0.92% -1,898 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: 83,944 shares; 2024Q4: 83,418 shares; 2025Q1: 79,504 shares; 2025Q2: 76,423 shares; 2025Q3: 75,888 shares; 2025Q4: 75,575 shares; 2026Q1: 73,585 shares 73,585 $15.3M 0.9% -1,990 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: 97,826 shares; 2024Q4: 97,025 shares; 2025Q1: 96,011 shares; 2025Q2: 89,700 shares; 2025Q3: 83,081 shares; 2025Q4: 82,089 shares; 2026Q1: 73,688 shares 73,688 $15.2M 0.89% -8,401 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: 51,290 shares; 2024Q4: 57,832 shares; 2025Q1: 61,432 shares; 2025Q2: 67,765 shares; 2025Q3: 74,652 shares; 2025Q4: 76,206 shares; 2026Q1: 84,568 shares 84,568 $14.7M 0.86% +8,362 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: 139,222 shares; 2024Q4: 140,792 shares; 2025Q1: 139,713 shares; 2025Q2: 137,655 shares; 2025Q3: 137,670 shares; 2025Q4: 139,103 shares; 2026Q1: 140,099 shares 140,099 $14.4M 0.84% +996 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,089 shares; 2024Q4: 109,666 shares; 2025Q1: 109,231 shares; 2025Q2: 109,566 shares; 2025Q3: 110,594 shares; 2025Q4: 110,223 shares; 2026Q1: 108,708 shares 108,708 $14M 0.82% -1,515 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,084 shares; 2024Q4: 281,199 shares; 2025Q1: 275,578 shares; 2025Q2: 269,312 shares; 2025Q3: 267,860 shares; 2025Q4: 262,918 shares; 2026Q1: 261,475 shares 261,475 $13.9M 0.81% -1,443 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: 36,337 shares; 2024Q4: 35,515 shares; 2025Q1: 34,673 shares; 2025Q2: 33,892 shares; 2025Q3: 33,391 shares; 2025Q4: 32,089 shares; 2026Q1: 28,725 shares 28,725 $13.8M 0.81% -3,364 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; 2024Q2: restricted; 2024Q3: 171,278 shares; 2024Q4: 171,206 shares; 2025Q1: 167,288 shares; 2025Q2: 165,351 shares; 2025Q3: 165,422 shares; 2025Q4: 166,412 shares; 2026Q1: 166,226 shares 166,226 $13.6M 0.8% -186 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; 2024Q2: restricted; 2024Q3: 417,640 shares; 2024Q4: 428,401 shares; 2025Q1: 458,476 shares; 2025Q2: 477,541 shares; 2025Q3: 435,667 shares; 2025Q4: 420,683 shares; 2026Q1: 400,931 shares 400,931 $13M 0.76% -19,752 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: 145,578 shares; 2024Q4: 157,367 shares; 2025Q1: 213,461 shares; 2025Q2: 216,925 shares; 2025Q3: 215,251 shares; 2025Q4: 221,612 shares; 2026Q1: 239,666 shares 239,666 $13M 0.76% +18,054 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: 29,979 shares; 2024Q4: 29,281 shares; 2025Q1: 26,170 shares; 2025Q2: 26,555 shares; 2025Q3: 26,303 shares; 2025Q4: 64,303 shares; 2026Q1: 65,860 shares 65,860 $12.5M 0.73% +1,557 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,746 shares; 2024Q4: 136,640 shares; 2025Q1: 136,257 shares; 2025Q2: 137,008 shares; 2025Q3: 137,386 shares; 2025Q4: 141,252 shares; 2026Q1: 141,525 shares 141,525 $12.3M 0.72% +273 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,369 shares; 2024Q4: 170,519 shares; 2025Q1: 278,851 shares; 2025Q2: 297,952 shares; 2025Q3: 309,138 shares; 2025Q4: 273,170 shares; 2026Q1: 245,329 shares 245,329 $12.1M 0.71% -27,841 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: 8,976 shares; 2025Q3: 12,280 shares; 2025Q4: 14,696 shares; 2026Q1: 14,714 shares 14,714 $11.4M 0.67% +18 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,439 shares; 2024Q4: 70,999 shares; 2025Q1: 70,680 shares; 2025Q2: 83,876 shares; 2025Q3: 84,521 shares; 2025Q4: 85,758 shares; 2026Q1: 100,763 shares 100,763 $11.2M 0.65% +15,005 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,372 shares; 2024Q4: 87,344 shares; 2025Q1: 87,182 shares; 2025Q2: 87,393 shares; 2025Q3: 87,337 shares; 2025Q4: 178,524 shares; 2026Q1: 178,510 shares 178,510 $10.9M 0.64% -14 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: 54,194 shares; 2024Q4: 54,194 shares; 2025Q1: 54,194 shares; 2025Q2: 64,421 shares; 2025Q3: 64,381 shares; 2025Q4: 64,422 shares; 2026Q1: 75,434 shares 75,434 $10.7M 0.63% +11,012 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD 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: 61,062 shares; 2025Q4: 61,923 shares; 2026Q1: 42,279 shares 42,279 $10.4M 0.61% -19,644 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: 76,241 shares; 2024Q4: 76,285 shares; 2025Q1: 72,641 shares; 2025Q2: 71,207 shares; 2025Q3: 71,381 shares; 2025Q4: 70,974 shares; 2026Q1: 70,907 shares 70,907 $10.2M 0.6% -67 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 35,610 shares; 2026Q1: 40,141 shares 40,141 $10.2M 0.6% +4,531 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: 7,427 shares; 2024Q4: 45,665 shares; 2025Q1: 45,846 shares; 2025Q2: 46,436 shares; 2025Q3: 46,315 shares; 2025Q4: 41,645 shares; 2026Q1: 41,592 shares 41,592 $10.1M 0.59% -53 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: 73,789 shares; 2024Q4: 74,270 shares; 2025Q1: 74,055 shares; 2025Q2: 74,480 shares; 2025Q3: 75,164 shares; 2025Q4: 73,819 shares; 2026Q1: 73,367 shares 73,367 $9.61M 0.56% -452 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: 47,171 shares; 2024Q4: 47,174 shares; 2025Q1: 47,179 shares; 2025Q2: 47,138 shares; 2025Q3: 46,918 shares; 2025Q4: 46,393 shares; 2026Q1: 45,316 shares 45,316 $9.21M 0.54% -1,077 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,810 shares; 2024Q4: 125,560 shares; 2025Q1: 125,806 shares; 2025Q2: 125,106 shares; 2025Q3: 125,553 shares; 2025Q4: 127,731 shares; 2026Q1: 127,777 shares 127,777 $9.11M 0.53% +46 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,344 shares; 2024Q4: 77,248 shares; 2025Q1: 83,868 shares; 2025Q2: 88,902 shares; 2025Q3: 94,091 shares; 2025Q4: 190,890 shares; 2026Q1: 198,424 shares 198,424 $9.11M 0.53% +7,534 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,955 shares; 2025Q3: 258,957 shares; 2025Q4: 285,008 shares; 2026Q1: 175,508 shares 175,508 $9.1M 0.53% -109,500 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: 26,468 shares; 2024Q4: 25,968 shares; 2025Q1: 25,041 shares; 2025Q2: 24,676 shares; 2025Q3: 24,685 shares; 2025Q4: 26,033 shares; 2026Q1: 27,607 shares 27,607 $9.08M 0.53% +1,574 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: 60,113 shares; 2024Q4: 60,783 shares; 2025Q1: 56,569 shares; 2025Q2: 55,281 shares; 2025Q3: 55,517 shares; 2025Q4: 54,914 shares; 2026Q1: 55,702 shares 55,702 $8.65M 0.51% +788 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: 158,206 shares; 2024Q4: 165,633 shares; 2025Q1: 167,934 shares; 2025Q2: 166,686 shares; 2025Q3: 169,123 shares; 2025Q4: 167,228 shares; 2026Q1: 169,699 shares 169,699 $8.52M 0.5% +2,471 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,303 shares; 2024Q4: 96,627 shares; 2025Q1: 126,093 shares; 2025Q2: 118,667 shares; 2025Q3: 89,010 shares; 2025Q4: 135,649 shares; 2026Q1: 139,682 shares 139,682 $8.42M 0.49% +4,033 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,747 shares; 2025Q2: 54,520 shares; 2025Q3: 52,391 shares; 2025Q4: 45,806 shares; 2026Q1: 39,032 shares 39,032 $8.34M 0.49% -6,774 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: 12,205 shares; 2024Q4: 12,087 shares; 2025Q1: 12,102 shares; 2025Q2: 12,545 shares; 2025Q3: 12,495 shares; 2025Q4: 12,378 shares; 2026Q1: 12,737 shares 12,737 $8.28M 0.48% +359 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; 2024Q2: restricted; 2024Q3: 58,919 shares; 2024Q4: 59,371 shares; 2025Q1: 56,293 shares; 2025Q2: 55,237 shares; 2025Q3: 67,882 shares; 2025Q4: 141,319 shares; 2026Q1: 161,074 shares 161,074 $8.05M 0.47% +19,755 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,279 shares; 2025Q3: 80,127 shares; 2025Q4: 67,909 shares; 2026Q1: 66,832 shares 66,832 $7.93M 0.46% -1,077 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,062 shares; 2024Q4: 131,692 shares; 2025Q1: 128,804 shares; 2025Q2: 118,568 shares; 2025Q3: 107,188 shares; 2025Q4: 107,683 shares; 2026Q1: 91,165 shares 91,165 $7.77M 0.45% -16,518 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,881 shares; 2026Q1: 100,175 shares 100,175 $7.65M 0.45% +32,294 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: 4,097 shares; 2024Q4: 2,292 shares; 2025Q1: not reported; 2025Q2: 12,624 shares; 2025Q3: 16,808 shares; 2025Q4: 18,367 shares; 2026Q1: 24,122 shares 24,122 $7.47M 0.44% +5,755 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: 16,347 shares; 2024Q4: 16,618 shares; 2025Q1: 15,188 shares; 2025Q2: 14,526 shares; 2025Q3: 14,378 shares; 2025Q4: 14,164 shares; 2026Q1: 14,555 shares 14,555 $7.27M 0.43% +391 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,130 shares; 2024Q4: 23,278 shares; 2025Q1: 23,344 shares; 2025Q2: 23,005 shares; 2025Q3: 23,668 shares; 2025Q4: 37,059 shares; 2026Q1: 37,713 shares 37,713 $6.98M 0.41% +654 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: 88,885 shares; 2024Q4: 93,399 shares; 2025Q1: 92,792 shares; 2025Q2: 89,769 shares; 2025Q3: 89,410 shares; 2025Q4: 88,385 shares; 2026Q1: 88,057 shares 88,057 $6.83M 0.4% -328 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE 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: 112,669 shares; 2026Q1: 115,603 shares 115,603 $6.56M 0.38% +2,934 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 21,402 shares; 2025Q1: 21,411 shares; 2025Q2: 20,707 shares; 2025Q3: 20,460 shares; 2025Q4: 20,130 shares; 2026Q1: 19,468 shares 19,468 $6.35M 0.37% -662 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,246 shares; 2024Q4: 64,885 shares; 2025Q1: 65,235 shares; 2025Q2: 103,323 shares; 2025Q3: 97,335 shares; 2025Q4: 89,837 shares; 2026Q1: 100,667 shares 100,667 $6.28M 0.37% +10,830 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,622 shares; 2024Q4: 27,695 shares; 2025Q1: 27,838 shares; 2025Q2: 26,793 shares; 2025Q3: 26,816 shares; 2025Q4: 26,869 shares; 2026Q1: 27,270 shares 27,270 $6.27M 0.37% +401 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,522 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares; 2025Q3: 4,522 shares; 2025Q4: 4,522 shares; 2026Q1: 4,522 shares 4,522 $5.97M 0.35% 0 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,913 shares; 2025Q4: 88,684 shares; 2026Q1: 106,212 shares 106,212 $5.95M 0.35% +17,528 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,389 shares; 2024Q4: 18,768 shares; 2025Q1: 18,189 shares; 2025Q2: 18,249 shares; 2025Q3: 18,223 shares; 2025Q4: 17,857 shares; 2026Q1: 17,188 shares 17,188 $5.93M 0.35% -669 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: 29,227 shares; 2024Q4: 28,041 shares; 2025Q1: 23,277 shares; 2025Q2: 21,415 shares; 2025Q3: 21,347 shares; 2025Q4: 20,584 shares; 2026Q1: 19,741 shares 19,741 $5.66M 0.33% -843 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,750 shares; 2024Q4: 78,556 shares; 2025Q1: 76,391 shares; 2025Q2: 71,730 shares; 2025Q3: 69,116 shares; 2025Q4: 70,337 shares; 2026Q1: 69,537 shares 69,537 $5.51M 0.32% -800 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: 14,356 shares; 2024Q4: 14,624 shares; 2025Q1: 15,173 shares; 2025Q2: 15,153 shares; 2025Q3: 15,177 shares; 2025Q4: 15,125 shares; 2026Q1: 15,329 shares 15,329 $5.48M 0.32% +204 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: 21,272 shares; 2024Q4: 21,470 shares; 2025Q1: 21,949 shares; 2025Q2: 6,384 shares; 2025Q3: 6,311 shares; 2025Q4: 6,204 shares; 2026Q1: 6,113 shares 6,113 $5.47M 0.32% -91 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: 113,998 shares; 2024Q4: 118,309 shares; 2025Q1: 114,586 shares; 2025Q2: 111,523 shares; 2025Q3: 110,545 shares; 2025Q4: 107,810 shares; 2026Q1: 106,179 shares 106,179 $5.18M 0.3% -1,631 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,836 shares; 2025Q2: 47,140 shares; 2025Q3: 44,843 shares; 2025Q4: 41,969 shares; 2026Q1: 41,327 shares 41,327 $5.07M 0.3% -642 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,959 shares; 2024Q4: 163,215 shares; 2025Q1: 158,857 shares; 2025Q2: 155,822 shares; 2025Q3: 154,274 shares; 2025Q4: 153,422 shares; 2026Q1: 147,471 shares 147,471 $4.94M 0.29% -5,951 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: 177,433 shares; 2024Q4: 177,802 shares; 2025Q1: 174,740 shares; 2025Q2: 173,471 shares; 2025Q3: 173,504 shares; 2025Q4: 178,812 shares; 2026Q1: 172,536 shares 172,536 $4.84M 0.28% -6,276 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,335 shares; 2024Q4: 46,552 shares; 2025Q1: 46,707 shares; 2025Q2: 45,288 shares; 2025Q3: 44,921 shares; 2025Q4: 43,675 shares; 2026Q1: 43,370 shares 43,370 $4.73M 0.28% -305 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: 65,516 shares; 2024Q4: 62,057 shares; 2025Q1: 60,913 shares; 2025Q2: 60,886 shares; 2025Q3: 61,768 shares; 2025Q4: 62,138 shares; 2026Q1: 61,206 shares 61,206 $4.65M 0.27% -932 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: 17,520 shares; 2024Q4: 17,031 shares; 2025Q1: 16,233 shares; 2025Q2: 16,168 shares; 2025Q3: 14,863 shares; 2025Q4: 14,670 shares; 2026Q1: 14,326 shares 14,326 $4.45M 0.26% -344 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: 51,023 shares; 2024Q4: 52,536 shares; 2025Q1: 50,627 shares; 2025Q2: 45,988 shares; 2025Q3: 44,100 shares; 2025Q4: 36,972 shares; 2026Q1: 34,414 shares 34,414 $4.35M 0.25% -2,558 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,680 shares; 2024Q4: 23,786 shares; 2025Q1: 23,258 shares; 2025Q2: 22,970 shares; 2025Q3: 22,666 shares; 2025Q4: 22,386 shares; 2026Q1: 22,425 shares 22,425 $4.33M 0.25% +39 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,466 shares; 2024Q4: 373,800 shares; 2025Q1: 353,300 shares; 2025Q2: 295,458 shares; 2025Q3: 280,363 shares; 2025Q4: 370,825 shares; 2026Q1: 468,825 shares 468,825 $4.21M 0.25% +98,000 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: 4,989 shares; 2024Q4: 5,369 shares; 2025Q1: 6,682 shares; 2025Q2: 6,638 shares; 2025Q3: 6,798 shares; 2025Q4: 7,140 shares; 2026Q1: 7,260 shares 7,260 $4.15M 0.24% +120 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,349 shares; 2024Q4: 24,359 shares; 2025Q1: 24,107 shares; 2025Q2: 23,482 shares; 2025Q3: 23,466 shares; 2025Q4: 22,474 shares; 2026Q1: 23,125 shares 23,125 $3.99M 0.23% +651 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: 27,847 shares; 2024Q4: 28,250 shares; 2025Q1: 27,059 shares; 2025Q2: 25,727 shares; 2025Q3: 25,315 shares; 2025Q4: 24,790 shares; 2026Q1: 24,880 shares 24,880 $3.91M 0.23% +90 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: 4,685 shares; 2024Q4: 4,490 shares; 2025Q1: 15,145 shares; 2025Q2: 15,192 shares; 2025Q3: 15,888 shares; 2025Q4: 16,892 shares; 2026Q1: 17,196 shares 17,196 $3.89M 0.23% +304 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: 45,061 shares; 2024Q4: 45,586 shares; 2025Q1: 45,046 shares; 2025Q2: 42,499 shares; 2025Q3: 41,600 shares; 2025Q4: 40,315 shares; 2026Q1: 39,475 shares 39,475 $3.8M 0.22% -840 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: 14,039 shares; 2024Q4: 14,666 shares; 2025Q1: 14,346 shares; 2025Q2: 14,586 shares; 2025Q3: 13,747 shares; 2025Q4: 13,159 shares; 2026Q1: 20,380 shares 20,380 $3.8M 0.22% +7,221 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: 15,392 shares; 2024Q4: 15,573 shares; 2025Q1: 11,892 shares; 2025Q2: 11,179 shares; 2025Q3: 10,874 shares; 2025Q4: 10,974 shares; 2026Q1: 10,660 shares 10,660 $3.8M 0.22% -314 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,496 shares; 2024Q4: 65,408 shares; 2025Q1: 65,408 shares; 2025Q2: 65,068 shares; 2025Q3: 65,068 shares; 2025Q4: 63,865 shares; 2026Q1: 63,865 shares 63,865 $3.78M 0.22% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,258 shares; 2024Q4: 12,855 shares; 2025Q1: 43,571 shares; 2025Q2: 53,165 shares; 2025Q3: 57,786 shares; 2025Q4: 60,008 shares; 2026Q1: 60,509 shares 60,509 $3.74M 0.22% +501 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,092 shares; 2024Q4: 67,092 shares; 2025Q1: 67,092 shares; 2025Q2: 67,092 shares; 2025Q3: 67,092 shares; 2025Q4: 67,092 shares; 2026Q1: 67,092 shares 67,092 $3.7M 0.22% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 33,008 shares; 2025Q1: 39,260 shares; 2025Q2: 10,136 shares; 2025Q3: 10,229 shares; 2025Q4: 10,185 shares; 2026Q1: 10,284 shares 10,284 $3.69M 0.22% +99 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 15,179 shares; 2025Q3: 16,582 shares; 2025Q4: 17,508 shares; 2026Q1: 18,458 shares 18,458 $3.62M 0.21% +950 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 430 shares; 2025Q3: 1,373 shares; 2025Q4: 25,660 shares; 2026Q1: 37,597 shares 37,597 $3.61M 0.21% +11,937 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,829 shares; 2024Q4: 36,376 shares; 2025Q1: 36,076 shares; 2025Q2: 36,031 shares; 2025Q3: 36,031 shares; 2025Q4: 35,484 shares; 2026Q1: 35,084 shares 35,084 $3.53M 0.21% -400 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,928 shares; 2024Q4: 11,936 shares; 2025Q1: 11,879 shares; 2025Q2: 11,860 shares; 2025Q3: 12,023 shares; 2025Q4: 11,951 shares; 2026Q1: 11,938 shares 11,938 $3.43M 0.2% -13 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,018 shares; 2024Q4: 224,681 shares; 2025Q1: 223,855 shares; 2025Q2: 57,093 shares; 2025Q3: 57,066 shares; 2025Q4: 56,918 shares; 2026Q1: 55,461 shares 55,461 $3.39M 0.2% -1,457 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,798 shares; 2025Q1: 1,796 shares; 2025Q2: 8,055 shares; 2025Q3: 10,766 shares; 2025Q4: 10,999 shares; 2026Q1: 10,487 shares 10,487 $3.34M 0.2% -512 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: 13,464 shares; 2024Q4: 13,464 shares; 2025Q1: 13,464 shares; 2025Q2: 13,464 shares; 2025Q3: 13,464 shares; 2025Q4: 13,464 shares; 2026Q1: 13,399 shares 13,399 $3.31M 0.19% -65 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: 77,833 shares; 2024Q4: 76,333 shares; 2025Q1: 76,333 shares; 2025Q2: 76,333 shares; 2025Q3: 75,790 shares; 2025Q4: 75,490 shares; 2026Q1: 75,490 shares 75,490 $3.1M 0.18% 0 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; 2024Q2: restricted; 2024Q3: 71,704 shares; 2024Q4: 74,335 shares; 2025Q1: 74,268 shares; 2025Q2: 74,126 shares; 2025Q3: 74,523 shares; 2025Q4: 75,128 shares; 2026Q1: 74,889 shares 74,889 $3.06M 0.18% -239 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: 102,407 shares; 2024Q4: 105,648 shares; 2025Q1: 61,446 shares; 2025Q2: 43,357 shares; 2025Q3: 35,351 shares; 2025Q4: 33,515 shares; 2026Q1: 32,907 shares 32,907 $3.06M 0.18% -608 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: 8,492 shares; 2024Q4: 18,102 shares; 2025Q1: 17,943 shares; 2025Q2: 17,712 shares; 2025Q3: 17,837 shares; 2025Q4: 17,568 shares; 2026Q1: 18,955 shares 18,955 $3.04M 0.18% +1,387 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: 12,447 shares; 2024Q4: 12,263 shares; 2025Q1: 11,120 shares; 2025Q2: 10,868 shares; 2025Q3: 10,799 shares; 2025Q4: 10,746 shares; 2026Q1: 9,928 shares 9,928 $3M 0.18% -818 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: 6,135 shares; 2024Q4: 11,893 shares; 2025Q1: 16,216 shares; 2025Q2: 18,014 shares; 2025Q3: 18,670 shares; 2025Q4: 21,961 shares; 2026Q1: 22,348 shares 22,348 $2.95M 0.17% +387 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 8,109 shares; 2025Q1: 6,771 shares; 2025Q2: 6,471 shares; 2025Q3: 6,275 shares; 2025Q4: 6,095 shares; 2026Q1: 5,926 shares 5,926 $2.91M 0.17% -169 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: 27,137 shares; 2024Q4: 27,662 shares; 2025Q1: 26,546 shares; 2025Q2: 26,546 shares; 2025Q3: 26,296 shares; 2025Q4: 28,988 shares; 2026Q1: 29,184 shares 29,184 $2.83M 0.17% +196 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,826 shares; 2024Q4: 15,664 shares; 2025Q1: 15,292 shares; 2025Q2: 15,568 shares; 2025Q3: 14,893 shares; 2025Q4: 15,161 shares; 2026Q1: 16,464 shares 16,464 $2.78M 0.16% +1,303 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,400 shares; 2025Q1: 107,320 shares; 2025Q2: 105,198 shares; 2025Q3: 108,032 shares; 2025Q4: 107,097 shares; 2026Q1: 102,337 shares 102,337 $2.44M 0.14% -4,760 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: 39,849 shares; 2024Q4: 38,789 shares; 2025Q1: 37,776 shares; 2025Q2: 37,641 shares; 2025Q3: 38,190 shares; 2025Q4: 38,012 shares; 2026Q1: 37,944 shares 37,944 $2.3M 0.13% -68 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: 8,336 shares; 2024Q4: 7,567 shares; 2025Q1: 7,474 shares; 2025Q2: 7,505 shares; 2025Q3: 6,936 shares; 2025Q4: 6,840 shares; 2026Q1: 6,683 shares 6,683 $2.28M 0.13% -157 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 4,140 shares; 2025Q1: 3,649 shares; 2025Q2: 3,973 shares; 2025Q3: 4,416 shares; 2025Q4: 4,417 shares; 2026Q1: 4,274 shares 4,274 $2.23M 0.13% -143 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 732 shares; 2025Q1: 712 shares; 2025Q2: 701 shares; 2025Q3: 683 shares; 2025Q4: 674 shares; 2026Q1: 656 shares 656 $2.22M 0.13% -18 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; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 52,543 shares; 2025Q1: 52,200 shares; 2025Q2: 52,049 shares; 2025Q3: 48,417 shares; 2025Q4: 47,529 shares; 2026Q1: 48,154 shares 48,154 $2.18M 0.13% +625 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: 9,558 shares; 2024Q4: 9,024 shares; 2025Q1: 9,533 shares; 2025Q2: 9,024 shares; 2025Q3: 8,716 shares; 2025Q4: 8,313 shares; 2026Q1: 7,502 shares 7,502 $2.18M 0.13% -811 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: 9,385 shares; 2024Q4: 9,004 shares; 2025Q1: 9,241 shares; 2025Q2: 9,104 shares; 2025Q3: 8,741 shares; 2025Q4: 8,660 shares; 2026Q1: 9,172 shares 9,172 $2.17M 0.13% +512 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,695 shares; 2024Q4: 85,146 shares; 2025Q1: 69,640 shares; 2025Q2: 35,912 shares; 2025Q3: 28,024 shares; 2025Q4: 23,838 shares; 2026Q1: 20,081 shares 20,081 $1.98M 0.12% -3,757 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: 3,889 shares; 2024Q4: 7,309 shares; 2025Q1: 8,859 shares; 2025Q2: 9,209 shares; 2025Q3: 10,226 shares; 2025Q4: 10,624 shares; 2026Q1: 11,874 shares 11,874 $1.96M 0.11% +1,250 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 694 shares; 2025Q1: 645 shares; 2025Q2: 621 shares; 2025Q3: 609 shares; 2025Q4: 611 shares; 2026Q1: 452 shares 452 $1.9M 0.11% -159 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 6,513 shares; 2025Q1: 6,501 shares; 2025Q2: 6,475 shares; 2025Q3: 6,456 shares; 2025Q4: 6,254 shares; 2026Q1: 6,290 shares 6,290 $1.81M 0.11% +36 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,136 shares; 2024Q4: 26,784 shares; 2025Q1: 26,069 shares; 2025Q2: 22,930 shares; 2025Q3: 23,209 shares; 2025Q4: 23,324 shares; 2026Q1: 25,077 shares 25,077 $1.78M 0.1% +1,753 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,314 shares; 2025Q4: 4,150 shares; 2026Q1: 4,181 shares 4,181 $1.66M 0.1% +31 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: 30,386 shares; 2024Q4: 29,761 shares; 2025Q1: 28,748 shares; 2025Q2: 28,649 shares; 2025Q3: 28,593 shares; 2025Q4: 28,579 shares; 2026Q1: 28,574 shares 28,574 $1.62M 0.09% -5 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: 8,582 shares; 2024Q4: 9,207 shares; 2025Q1: 10,503 shares; 2025Q2: 13,364 shares; 2025Q3: 13,540 shares; 2025Q4: 15,223 shares; 2026Q1: 17,447 shares 17,447 $1.58M 0.09% +2,224 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: 33,996 shares; 2024Q4: 9,745 shares; 2025Q1: 9,610 shares; 2025Q2: 9,430 shares; 2025Q3: 9,250 shares; 2025Q4: 10,020 shares; 2026Q1: 10,105 shares 10,105 $1.47M 0.09% +85 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,180 shares; 2025Q1: 10,180 shares; 2025Q2: 10,123 shares; 2025Q3: 10,076 shares; 2025Q4: 10,076 shares; 2026Q1: 10,055 shares 10,055 $1.47M 0.09% -21 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 9,064 shares; 2025Q1: 8,627 shares; 2025Q2: 8,460 shares; 2025Q3: 8,453 shares; 2025Q4: 8,038 shares; 2026Q1: 7,275 shares 7,275 $1.41M 0.08% -763 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,441 shares; 2025Q4: 17,158 shares; 2026Q1: 19,221 shares 19,221 $1.38M 0.08% +2,063 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: 3,475 shares; 2024Q4: 3,625 shares; 2025Q1: 3,621 shares; 2025Q2: 3,625 shares; 2025Q3: 4,309 shares; 2025Q4: 4,660 shares; 2026Q1: 4,614 shares 4,614 $1.31M 0.08% -46 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,339 shares 11,339 $1.3M 0.08% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,511 shares; 2025Q1: 2,481 shares; 2025Q2: 2,816 shares; 2025Q3: 2,441 shares; 2025Q4: 3,607 shares; 2026Q1: 3,632 shares 3,632 $1.28M 0.07% +25 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: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 1,769 shares; 2025Q4: 2,099 shares; 2026Q1: 2,108 shares 2,108 $1.27M 0.07% +9 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: 7,486 shares; 2024Q4: 7,448 shares; 2025Q1: 7,343 shares; 2025Q2: 7,343 shares; 2025Q3: 7,337 shares; 2025Q4: 8,207 shares; 2026Q1: 8,201 shares 8,201 $1.24M 0.07% -6 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,307 shares; 2025Q3: 1,297 shares; 2025Q4: 1,237 shares; 2026Q1: 1,246 shares 1,246 $1.2M 0.07% +9 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,767 shares; 2024Q4: 3,219 shares; 2025Q1: not reported; 2025Q2: 4,469 shares; 2025Q3: 4,469 shares; 2025Q4: 4,769 shares; 2026Q1: 11,278 shares 11,278 $1.2M 0.07% +6,509 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 6,375 shares; 2025Q1: 6,009 shares; 2025Q2: 5,844 shares; 2025Q3: 5,591 shares; 2025Q4: 5,513 shares; 2026Q1: 5,238 shares 5,238 $1.12M 0.07% -275 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: 5,317 shares; 2024Q4: 5,068 shares; 2025Q1: 4,851 shares; 2025Q2: 4,766 shares; 2025Q3: 4,759 shares; 2025Q4: 4,562 shares; 2026Q1: 4,231 shares 4,231 $1.1M 0.06% -331 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 6,439 shares; 2025Q1: 6,180 shares; 2025Q2: 6,346 shares; 2025Q3: 5,705 shares; 2025Q4: 9,135 shares; 2026Q1: 11,315 shares 11,315 $1.1M 0.06% +2,180 Timeline EZA 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: 16,009 shares; 2024Q4: 16,009 shares; 2025Q1: 16,009 shares; 2025Q2: 16,009 shares; 2025Q3: 16,009 shares; 2025Q4: 16,009 shares; 2026Q1: 16,009 shares 16,009 $1.09M 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,840 shares; 2024Q4: 32,841 shares; 2025Q1: 33,075 shares; 2025Q2: 36,193 shares; 2025Q3: 43,611 shares; 2025Q4: 34,716 shares; 2026Q1: 35,102 shares 35,102 $1.02M 0.06% +386 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,090 shares; 2025Q1: 3,916 shares; 2025Q2: 3,755 shares; 2025Q3: 3,746 shares; 2025Q4: 3,668 shares; 2026Q1: 3,593 shares 3,593 $956K 0.06% -75 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: 10,055 shares; 2024Q4: 10,470 shares; 2025Q1: 10,118 shares; 2025Q2: 10,045 shares; 2025Q3: 9,830 shares; 2025Q4: 9,510 shares; 2026Q1: 3,458 shares 3,458 $841K 0.05% -6,052 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,693 shares 6,693 $811K 0.05% new 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: 1,772 shares; 2024Q4: 1,641 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,512 shares; 2025Q4: 1,762 shares; 2026Q1: 1,633 shares 1,633 $810K 0.05% -129 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: 5,038 shares; 2024Q4: 5,038 shares; 2025Q1: 4,774 shares; 2025Q2: 4,738 shares; 2025Q3: 4,612 shares; 2025Q4: 4,445 shares; 2026Q1: 4,436 shares 4,436 $808K 0.05% -9 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,786 shares; 2025Q1: 3,317 shares; 2025Q2: 3,317 shares; 2025Q3: 3,292 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares 3,175 $775K 0.05% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 3,649 shares; 2025Q4: 5,154 shares; 2026Q1: 4,976 shares 4,976 $762K 0.04% -178 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: 5,120 shares; 2024Q4: 5,115 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 4,864 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $746K 0.04% 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; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 1,811 shares; 2025Q1: 1,802 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 1,742 shares; 2026Q1: 1,742 shares 1,742 $741K 0.04% 0 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: 4,806 shares; 2024Q4: 4,770 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 6,258 shares; 2025Q4: 5,648 shares; 2026Q1: 5,648 shares 5,648 $740K 0.04% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 4,926 shares; 2025Q1: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 4,621 shares; 2025Q4: 4,531 shares; 2026Q1: 4,184 shares 4,184 $726K 0.04% -347 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: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,069 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,110 shares; 2026Q1: 1,202 shares 1,202 $718K 0.04% +92 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; 2024Q2: restricted; 2024Q3: 14,719 shares; 2024Q4: 13,717 shares; 2025Q1: 13,522 shares; 2025Q2: 13,431 shares; 2025Q3: 13,128 shares; 2025Q4: 12,916 shares; 2026Q1: 12,651 shares 12,651 $712K 0.04% -265 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,474 shares; 2025Q1: 4,323 shares; 2025Q2: 4,293 shares; 2025Q3: 5,045 shares; 2025Q4: 4,878 shares; 2026Q1: 4,731 shares 4,731 $696K 0.04% -147 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: 1,627 shares; 2024Q4: 1,617 shares; 2025Q1: 1,435 shares; 2025Q2: 1,421 shares; 2025Q3: 1,391 shares; 2025Q4: 1,366 shares; 2026Q1: 1,229 shares 1,229 $692K 0.04% -137 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: 520 shares; 2025Q3: 677 shares; 2025Q4: 785 shares; 2026Q1: 770 shares 770 $672K 0.04% -15 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: 12,545 shares; 2024Q4: 11,768 shares; 2025Q1: 10,776 shares; 2025Q2: 10,431 shares; 2025Q3: 6,094 shares; 2025Q4: 3,924 shares; 2026Q1: 2,455 shares 2,455 $664K 0.04% -1,469 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: 2,384 shares; 2024Q4: 2,256 shares; 2025Q1: 2,203 shares; 2025Q2: 2,167 shares; 2025Q3: 2,152 shares; 2025Q4: 2,126 shares; 2026Q1: 2,135 shares 2,135 $646K 0.04% +9 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: 7,743 shares; 2025Q1: 7,859 shares; 2025Q2: 7,862 shares; 2025Q3: 7,977 shares; 2025Q4: 7,900 shares; 2026Q1: 8,018 shares 8,018 $638K 0.04% +118 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 4,934 shares; 2025Q1: 4,934 shares; 2025Q2: 4,934 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares; 2026Q1: 4,891 shares 4,891 $580K 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,096 shares; 2024Q4: 17,789 shares; 2025Q1: 18,578 shares; 2025Q2: 18,028 shares; 2025Q3: 17,693 shares; 2025Q4: 17,815 shares; 2026Q1: 15,297 shares 15,297 $569K 0.03% -2,518 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,722 shares; 2025Q4: 2,663 shares; 2026Q1: 2,726 shares 2,726 $567K 0.03% +63 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: 5,310 shares; 2024Q4: 5,310 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 5,318 shares; 2025Q4: 5,310 shares; 2026Q1: 5,364 shares 5,364 $567K 0.03% +54 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: 1,876 shares; 2024Q4: 1,886 shares; 2025Q1: 1,863 shares; 2025Q2: 1,905 shares; 2025Q3: 1,884 shares; 2025Q4: 1,837 shares; 2026Q1: 2,146 shares 2,146 $562K 0.03% +309 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; 2024Q2: restricted; 2024Q3: 18,813 shares; 2024Q4: 19,018 shares; 2025Q1: 18,765 shares; 2025Q2: 17,989 shares; 2025Q3: 17,567 shares; 2025Q4: 13,416 shares; 2026Q1: 13,406 shares 13,406 $558K 0.03% -10 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: 2,306 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares; 2026Q1: 2,198 shares 2,198 $545K 0.03% -58 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: 6,007 shares; 2024Q4: 5,807 shares; 2025Q1: 5,807 shares; 2025Q2: 5,757 shares; 2025Q3: 5,457 shares; 2025Q4: 5,457 shares; 2026Q1: 5,645 shares 5,645 $545K 0.03% +188 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: 63,228 shares; 2024Q4: 42,484 shares; 2025Q1: 39,365 shares; 2025Q2: 14,159 shares; 2025Q3: 12,890 shares; 2025Q4: 12,788 shares; 2026Q1: 12,346 shares 12,346 $545K 0.03% -442 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: 4,550 shares; 2024Q4: 4,522 shares; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 4,152 shares; 2025Q4: 4,109 shares; 2026Q1: 4,084 shares 4,084 $539K 0.03% -25 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: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 2,232 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,668 shares 1,668 $535K 0.03% -127 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,608 shares; 2025Q1: 4,162 shares; 2025Q2: 3,294 shares; 2025Q3: 3,334 shares; 2025Q4: 3,877 shares; 2026Q1: 4,833 shares 4,833 $533K 0.03% +956 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,668 shares; 2026Q1: 2,668 shares 2,668 $529K 0.03% 0 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: 4,424 shares; 2024Q4: 4,295 shares; 2025Q1: 4,250 shares; 2025Q2: 4,060 shares; 2025Q3: 3,965 shares; 2025Q4: 3,965 shares; 2026Q1: 4,068 shares 4,068 $524K 0.03% +103 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: 21,093 shares; 2024Q4: 23,065 shares; 2025Q1: 16,396 shares; 2025Q2: 9,077 shares; 2025Q3: 2,514 shares; 2025Q4: 2,504 shares; 2026Q1: 2,496 shares 2,496 $508K 0.03% -8 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: 7,148 shares; 2024Q4: 7,087 shares; 2025Q1: 6,711 shares; 2025Q2: 6,700 shares; 2025Q3: 6,542 shares; 2025Q4: 5,240 shares; 2026Q1: 4,316 shares 4,316 $488K 0.03% -924 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,345 shares; 2025Q1: 2,896 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: 2,472 shares; 2026Q1: 2,332 shares 2,332 $482K 0.03% -140 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: 8,418 shares; 2024Q4: 9,067 shares; 2025Q1: 8,808 shares; 2025Q2: 8,077 shares; 2025Q3: 6,307 shares; 2025Q4: 5,419 shares; 2026Q1: 4,974 shares 4,974 $480K 0.03% -445 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: 4,016 shares; 2024Q4: 3,560 shares; 2025Q1: 3,492 shares; 2025Q2: 3,141 shares; 2025Q3: 3,100 shares; 2025Q4: 2,953 shares; 2026Q1: 2,827 shares 2,827 $478K 0.03% -126 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,938 shares; 2024Q4: 13,738 shares; 2025Q1: 13,738 shares; 2025Q2: 13,972 shares; 2025Q3: 14,168 shares; 2025Q4: 16,087 shares; 2026Q1: 15,746 shares 15,746 $477K 0.03% -341 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: 1,666 shares; 2024Q4: 1,658 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares 1,627 $475K 0.03% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,321 shares; 2025Q1: 1,306 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares 1,065 $465K 0.03% 0 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: not reported; 2025Q3: not reported; 2025Q4: 1,475 shares; 2026Q1: 1,000 shares 1,000 $461K 0.03% -475 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,133 shares; 2025Q1: 3,363 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares; 2025Q4: 2,913 shares; 2026Q1: 2,992 shares 2,992 $457K 0.03% +79 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,076 shares; 2025Q4: 4,890 shares; 2026Q1: 4,890 shares 4,890 $456K 0.03% 0 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,682 shares; 2024Q4: 41,682 shares; 2025Q1: 41,682 shares; 2025Q2: 41,682 shares; 2025Q3: 41,682 shares; 2025Q4: 41,682 shares; 2026Q1: 41,682 shares 41,682 $428K 0.03% 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; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,389 shares; 2025Q1: 5,389 shares; 2025Q2: 5,389 shares; 2025Q3: 5,389 shares; 2025Q4: 5,389 shares; 2026Q1: 5,389 shares 5,389 $428K 0.03% 0 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: 9,588 shares; 2024Q4: 9,887 shares; 2025Q1: 9,634 shares; 2025Q2: 9,207 shares; 2025Q3: 9,207 shares; 2025Q4: 9,188 shares; 2026Q1: 9,215 shares 9,215 $422K 0.02% +27 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 2,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,365 shares; 2026Q1: 3,432 shares 3,432 $416K 0.02% +67 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 4,980 shares; 2025Q1: 4,271 shares; 2025Q2: 4,099 shares; 2025Q3: 4,017 shares; 2025Q4: 3,978 shares; 2026Q1: 3,978 shares 3,978 $400K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,705 shares; 2025Q1: 1,555 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,083 shares; 2026Q1: 2,083 shares 2,083 $400K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,760 shares; 2025Q1: 2,626 shares; 2025Q2: 2,544 shares; 2025Q3: 2,103 shares; 2025Q4: 1,983 shares; 2026Q1: 1,913 shares 1,913 $399K 0.02% -70 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,827 shares; 2024Q4: 31,126 shares; 2025Q1: 92,863 shares; 2025Q2: 10,867 shares; 2025Q3: 10,155 shares; 2025Q4: 9,068 shares; 2026Q1: 7,497 shares 7,497 $396K 0.02% -1,571 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,979 shares; 2026Q1: 4,979 shares 4,979 $390K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 2,979 shares; 2025Q1: 2,969 shares; 2025Q2: 2,919 shares; 2025Q3: 2,919 shares; 2025Q4: 2,795 shares; 2026Q1: 2,788 shares 2,788 $389K 0.02% -7 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 1,823 shares; 2025Q4: 3,001 shares; 2026Q1: 3,244 shares 3,244 $385K 0.02% +243 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,780 shares; 2024Q4: 8,780 shares; 2025Q1: 8,780 shares; 2025Q2: 8,522 shares; 2025Q3: 7,442 shares; 2025Q4: 7,430 shares; 2026Q1: 7,430 shares 7,430 $382K 0.02% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,258 shares; 2024Q4: 5,258 shares; 2025Q1: 5,258 shares; 2025Q2: 6,145 shares; 2025Q3: 5,920 shares; 2025Q4: 5,874 shares; 2026Q1: 5,590 shares 5,590 $382K 0.02% -284 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,823 shares; 2025Q1: 3,798 shares; 2025Q2: 3,646 shares; 2025Q3: 3,713 shares; 2025Q4: 706 shares; 2026Q1: 389 shares 389 $381K 0.02% -317 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,170 shares; 2024Q4: 14,720 shares; 2025Q1: 14,167 shares; 2025Q2: 13,947 shares; 2025Q3: 8,643 shares; 2025Q4: 2,789 shares; 2026Q1: 1,893 shares 1,893 $375K 0.02% -896 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: 116,668 shares; 2024Q4: 76,999 shares; 2025Q1: 58,817 shares; 2025Q2: 23,966 shares; 2025Q3: 14,782 shares; 2025Q4: 12,167 shares; 2026Q1: 10,160 shares 10,160 $373K 0.02% -2,007 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,248 shares; 2024Q4: 15,248 shares; 2025Q1: 15,248 shares; 2025Q2: 15,248 shares; 2025Q3: 15,248 shares; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $372K 0.02% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 3,317 shares; 2025Q2: 3,317 shares; 2025Q3: 3,317 shares; 2025Q4: 3,012 shares; 2026Q1: 3,012 shares 3,012 $364K 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,768 shares 3,768 $358K 0.02% new 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: 907 shares; 2024Q4: 907 shares; 2025Q1: 851 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 1,041 shares; 2026Q1: 1,034 shares 1,034 $355K 0.02% -7 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 5,375 shares; 2025Q1: 5,487 shares; 2025Q2: 5,656 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 5,082 shares 5,082 $335K 0.02% -93 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,389 shares; 2024Q4: 168,871 shares; 2025Q1: 177,097 shares; 2025Q2: 176,526 shares; 2025Q3: 21,597 shares; 2025Q4: 14,960 shares; 2026Q1: 9,814 shares 9,814 $331K 0.02% -5,146 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,039 shares; 2025Q1: 3,265 shares; 2025Q2: 2,904 shares; 2025Q3: 2,689 shares; 2025Q4: 2,495 shares; 2026Q1: 2,392 shares 2,392 $326K 0.02% -103 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: 4,561 shares; 2024Q4: 4,561 shares; 2025Q1: 4,480 shares; 2025Q2: 4,480 shares; 2025Q3: 4,480 shares; 2025Q4: 4,030 shares; 2026Q1: 4,076 shares 4,076 $324K 0.02% +46 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: not reported; 2024Q4: 388 shares; 2025Q1: 398 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373 $323K 0.02% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,986 shares; 2024Q4: 6,430 shares; 2025Q1: 5,721 shares; 2025Q2: 5,721 shares; 2025Q3: 5,721 shares; 2025Q4: 5,420 shares; 2026Q1: 4,723 shares 4,723 $322K 0.02% -697 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,159 shares; 2024Q4: 31,892 shares; 2025Q1: 32,204 shares; 2025Q2: 30,767 shares; 2025Q3: 11,145 shares; 2025Q4: 3,654 shares; 2026Q1: 3,579 shares 3,579 $321K 0.02% -75 Timeline SUSA 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: 2,683 shares; 2024Q4: 2,777 shares; 2025Q1: 2,702 shares; 2025Q2: 2,402 shares; 2025Q3: 2,342 shares; 2025Q4: 2,361 shares; 2026Q1: 2,337 shares 2,337 $309K 0.02% -24 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,914 shares; 2025Q1: 2,834 shares; 2025Q2: 2,794 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares 2,694 $305K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,090 shares; 2025Q1: 2,404 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,404 shares; 2026Q1: 2,404 shares 2,404 $304K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,330 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,635 shares; 2025Q4: 5,355 shares; 2026Q1: 5,269 shares 5,269 $304K 0.02% -86 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $297K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares 822 $293K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,036 shares; 2025Q1: 4,036 shares; 2025Q2: 4,011 shares; 2025Q3: 3,995 shares; 2025Q4: 3,968 shares; 2026Q1: 3,788 shares 3,788 $292K 0.02% -180 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 2,215 shares; 2026Q1: 1,065 shares 1,065 $284K 0.02% -1,150 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: 4,590 shares; 2025Q1: 4,465 shares; 2025Q2: 4,325 shares; 2025Q3: 4,325 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares 4,025 $279K 0.02% 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; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,905 shares; 2025Q1: 3,909 shares; 2025Q2: 3,909 shares; 2025Q3: 3,909 shares; 2025Q4: 3,909 shares; 2026Q1: 3,909 shares 3,909 $276K 0.02% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,803 shares 2,803 $268K 0.02% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 3,836 shares; 2025Q1: 3,836 shares; 2025Q2: 3,575 shares; 2025Q3: 3,120 shares; 2025Q4: 3,102 shares; 2026Q1: 2,953 shares 2,953 $267K 0.02% -149 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 2,516 shares; 2025Q3: 1,779 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares 1,778 $260K 0.02% 0 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: 1,447 shares; 2024Q4: 1,282 shares; 2025Q1: 1,237 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,224 shares; 2026Q1: 1,243 shares 1,243 $258K 0.02% +19 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,104 shares; 2024Q4: 13,554 shares; 2025Q1: 13,872 shares; 2025Q2: 13,872 shares; 2025Q3: 13,872 shares; 2025Q4: 14,075 shares; 2026Q1: 14,065 shares 14,065 $257K 0.02% -10 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: 685 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414 $255K 0.01% 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; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,036 shares; 2025Q1: 1,728 shares; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares 1,905 $252K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,743 shares; 2025Q2: 1,696 shares; 2025Q3: 1,667 shares; 2025Q4: 1,653 shares; 2026Q1: 1,677 shares 1,677 $243K 0.01% +24 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,370 shares; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares 1,214 $240K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,201 shares 4,201 $239K 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; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,405 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 4,974 shares; 2025Q4: 4,930 shares; 2026Q1: 2,076 shares 2,076 $239K 0.01% -2,854 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares 1,360 $236K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,763 shares 2,763 $228K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,669 shares 1,669 $227K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 154 shares 154 $227K 0.01% -21 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,357 shares 2,357 $225K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 2,546 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,260 shares; 2025Q4: 2,251 shares; 2026Q1: 2,045 shares 2,045 $224K 0.01% -206 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: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $220K 0.01% 0 Timeline IUSG 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: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares 1,419 $220K 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; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,607 shares; 2025Q4: 2,150 shares; 2026Q1: 2,118 shares 2,118 $219K 0.01% -32 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,876 shares; 2025Q1: 4,876 shares; 2025Q2: 4,876 shares; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares; 2026Q1: 4,876 shares 4,876 $218K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,340 shares; 2025Q3: not reported; 2025Q4: 6,340 shares; 2026Q1: 6,340 shares 6,340 $218K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $217K 0.01% new 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: 1,214 shares; 2024Q4: 1,214 shares; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 995 shares 995 $214K 0.01% 0 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: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,026 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares 1,010 $212K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,269 shares 2,269 $210K 0.01% new 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; 2024Q2: restricted; 2024Q3: 5,322 shares; 2024Q4: not reported; 2025Q1: 5,322 shares; 2025Q2: not reported; 2025Q3: 5,068 shares; 2025Q4: not reported; 2026Q1: 5,019 shares 5,019 $202K 0.01% new Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,865 shares; 2024Q4: 19,865 shares; 2025Q1: 19,865 shares; 2025Q2: 19,865 shares; 2025Q3: 19,865 shares; 2025Q4: 19,865 shares; 2026Q1: 19,865 shares 19,865 $202K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,711 shares; 2024Q4: 17,711 shares; 2025Q1: 17,711 shares; 2025Q2: 17,711 shares; 2025Q3: 17,711 shares; 2025Q4: 17,711 shares; 2026Q1: 17,711 shares 17,711 $199K 0.01% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,795 shares; 2024Q4: 19,795 shares; 2025Q1: 19,795 shares; 2025Q2: 19,795 shares; 2025Q3: 19,795 shares; 2025Q4: 19,795 shares; 2026Q1: 19,795 shares 19,795 $188K 0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,025 shares; 2024Q4: 13,025 shares; 2025Q1: 13,025 shares; 2025Q2: 13,025 shares; 2025Q3: 13,025 shares; 2025Q4: 13,025 shares; 2026Q1: 13,025 shares 13,025 $150K 0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,413 shares; 2024Q4: 13,413 shares; 2025Q1: 13,413 shares; 2025Q2: 13,413 shares; 2025Q3: 13,413 shares; 2025Q4: 13,413 shares; 2026Q1: 13,413 shares 13,413 $140K 0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 12,305 shares; 2025Q1: 12,305 shares; 2025Q2: 12,305 shares; 2025Q3: 12,305 shares; 2025Q4: 12,305 shares; 2026Q1: 12,305 shares 12,305 $135K 0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,348 shares; 2024Q4: 13,348 shares; 2025Q1: 13,348 shares; 2025Q2: 13,348 shares; 2025Q3: 13,348 shares; 2025Q4: 13,348 shares; 2026Q1: 13,348 shares 13,348 $128K 0.01% 0 Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,075 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares; 2025Q2: 12,075 shares; 2025Q3: 12,075 shares; 2025Q4: 12,075 shares; 2026Q1: 12,075 shares 12,075 $127K 0.01% 0 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,110 shares; 2024Q4: 15,110 shares; 2025Q1: 15,110 shares; 2025Q2: 15,110 shares; 2025Q3: 15,110 shares; 2025Q4: 15,110 shares; 2026Q1: 15,110 shares 15,110 $116K 0.01% 0 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $65.8K <0.01% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares; 2026Q1: 10,750 shares 10,750 $55.8K <0.01% -4,650 Timeline