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: 1,427,160 shares; 2024Q4: 1,428,400 shares; 2025Q1: 1,429,485 shares; 2025Q2: 1,425,595 shares; 2025Q3: 1,393,578 shares; 2025Q4: 1,370,381 shares; 2026Q1: 1,319,423 shares 1,319,423 $501M 6.4% -50,958 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: 1,778,375 shares; 2024Q4: 1,760,160 shares; 2025Q1: 1,732,390 shares; 2025Q2: 1,729,819 shares; 2025Q3: 1,705,709 shares; 2025Q4: 1,683,579 shares; 2026Q1: 1,648,996 shares 1,648,996 $456M 5.84% -34,583 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: 966,957 shares; 2024Q4: 975,468 shares; 2025Q1: 991,138 shares; 2025Q2: 991,068 shares; 2025Q3: 980,965 shares; 2025Q4: 974,883 shares; 2026Q1: 984,801 shares 984,801 $407M 5.21% +9,918 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: 790,997 shares; 2024Q4: 803,526 shares; 2025Q1: 853,324 shares; 2025Q2: 900,568 shares; 2025Q3: 907,858 shares; 2025Q4: 919,389 shares; 2026Q1: 929,880 shares 929,880 $253M 3.23% +10,491 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: 314,200 shares; 2024Q4: 315,976 shares; 2025Q1: 325,125 shares; 2025Q2: 341,527 shares; 2025Q3: 335,625 shares; 2025Q4: 336,080 shares; 2026Q1: 358,971 shares 358,971 $237M 3.03% +22,891 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: 748,789 shares; 2024Q4: 832,022 shares; 2025Q1: 1,022,393 shares; 2025Q2: 1,103,390 shares; 2025Q3: 1,111,071 shares; 2025Q4: 1,128,349 shares; 2026Q1: 1,190,051 shares 1,190,051 $236M 3.02% +61,702 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: 769,492 shares; 2024Q4: 761,467 shares; 2025Q1: 755,340 shares; 2025Q2: 767,328 shares; 2025Q3: 755,223 shares; 2025Q4: 746,883 shares; 2026Q1: 738,691 shares 738,691 $227M 2.91% -8,192 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: 410,119 shares; 2024Q4: 410,560 shares; 2025Q1: 402,046 shares; 2025Q2: 397,410 shares; 2025Q3: 397,780 shares; 2025Q4: 398,923 shares; 2026Q1: 390,838 shares 390,838 $183M 2.34% -8,085 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: 329,249 shares; 2024Q4: 332,955 shares; 2025Q1: 333,345 shares; 2025Q2: 334,210 shares; 2025Q3: 331,581 shares; 2025Q4: 335,969 shares; 2026Q1: 340,525 shares 340,525 $172M 2.2% +4,556 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: 1,253,156 shares; 2024Q4: 1,276,184 shares; 2025Q1: 1,285,617 shares; 2025Q2: 1,386,713 shares; 2025Q3: 1,450,759 shares; 2025Q4: 1,568,882 shares; 2026Q1: 1,817,309 shares 1,817,309 $171M 2.19% +248,427 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: 451,052 shares; 2024Q4: 451,011 shares; 2025Q1: 449,603 shares; 2025Q2: 444,740 shares; 2025Q3: 425,250 shares; 2025Q4: 420,489 shares; 2026Q1: 403,125 shares 403,125 $154M 1.97% -17,364 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: 1,102,539 shares; 2024Q4: 1,090,976 shares; 2025Q1: 1,048,530 shares; 2025Q2: 1,041,529 shares; 2025Q3: 1,022,434 shares; 2025Q4: 1,009,661 shares; 2026Q1: 983,873 shares 983,873 $152M 1.94% -25,788 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: 1,118,193 shares; 2024Q4: 1,122,846 shares; 2025Q1: 1,115,235 shares; 2025Q2: 1,103,285 shares; 2025Q3: 1,083,366 shares; 2025Q4: 1,059,662 shares; 2026Q1: 1,044,626 shares 1,044,626 $151M 1.93% -15,036 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: 154,113 shares; 2024Q4: 153,001 shares; 2025Q1: 146,798 shares; 2025Q2: 144,811 shares; 2025Q3: 142,239 shares; 2025Q4: 141,010 shares; 2026Q1: 140,397 shares 140,397 $142M 1.82% -613 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: 352,223 shares; 2024Q4: 345,087 shares; 2025Q1: 330,085 shares; 2025Q2: 329,802 shares; 2025Q3: 331,075 shares; 2025Q4: 328,449 shares; 2026Q1: 318,060 shares 318,060 $126M 1.61% -10,389 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: 227,333 shares; 2024Q4: 232,883 shares; 2025Q1: 246,512 shares; 2025Q2: 249,742 shares; 2025Q3: 235,879 shares; 2025Q4: 228,951 shares; 2026Q1: 241,047 shares 241,047 $119M 1.52% +12,096 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: 203,967 shares; 2024Q4: 203,753 shares; 2025Q1: 197,226 shares; 2025Q2: 197,948 shares; 2025Q3: 205,182 shares; 2025Q4: 212,372 shares; 2026Q1: 202,775 shares 202,775 $118M 1.5% -9,597 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: 39,209 shares; 2024Q4: 38,300 shares; 2025Q1: 35,609 shares; 2025Q2: 198,567 shares; 2025Q3: 218,072 shares; 2025Q4: 238,030 shares; 2026Q1: 266,845 shares 266,845 $113M 1.44% +28,815 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: 1,070,660 shares; 2024Q4: 1,090,096 shares; 2025Q1: 1,110,121 shares; 2025Q2: 1,151,060 shares; 2025Q3: 1,115,973 shares; 2025Q4: 1,124,864 shares; 2026Q1: 1,168,736 shares 1,168,736 $112M 1.43% +43,872 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: 563,274 shares; 2024Q4: 544,864 shares; 2025Q1: 532,839 shares; 2025Q2: 531,684 shares; 2025Q3: 521,102 shares; 2025Q4: 513,091 shares; 2026Q1: 494,513 shares 494,513 $111M 1.42% -18,578 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: 132,082 shares; 2024Q4: 139,346 shares; 2025Q1: 146,465 shares; 2025Q2: 156,082 shares; 2025Q3: 157,155 shares; 2025Q4: 163,517 shares; 2026Q1: 175,954 shares 175,954 $107M 1.37% +12,437 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: 368,841 shares; 2024Q4: 360,595 shares; 2025Q1: 352,304 shares; 2025Q2: 352,744 shares; 2025Q3: 345,401 shares; 2025Q4: 348,174 shares; 2026Q1: 329,953 shares 329,953 $107M 1.37% -18,221 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: 1,071,941 shares; 2024Q4: 1,067,626 shares; 2025Q1: 1,052,107 shares; 2025Q2: 1,057,152 shares; 2025Q3: 1,026,086 shares; 2025Q4: 1,011,054 shares; 2026Q1: 987,966 shares 987,966 $87.1M 1.11% -23,088 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: 541,778 shares; 2024Q4: 534,400 shares; 2025Q1: 514,160 shares; 2025Q2: 508,151 shares; 2025Q3: 496,109 shares; 2025Q4: 478,543 shares; 2026Q1: 452,540 shares 452,540 $87M 1.11% -26,003 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: 56,458 shares; 2024Q4: 58,456 shares; 2025Q1: 70,009 shares; 2025Q2: 65,050 shares; 2025Q3: 63,844 shares; 2025Q4: 61,568 shares; 2026Q1: 61,462 shares 61,462 $85.2M 1.09% -106 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: 179,884 shares; 2024Q4: 179,963 shares; 2025Q1: 189,952 shares; 2025Q2: 190,864 shares; 2025Q3: 192,260 shares; 2025Q4: 194,369 shares; 2026Q1: 182,938 shares 182,938 $84.6M 1.08% -11,431 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: 638,778 shares; 2024Q4: 631,643 shares; 2025Q1: 618,286 shares; 2025Q2: 602,404 shares; 2025Q3: 567,778 shares; 2025Q4: 556,259 shares; 2026Q1: 535,756 shares 535,756 $82.8M 1.06% -20,503 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: 393,236 shares; 2024Q4: 407,162 shares; 2025Q1: 437,547 shares; 2025Q2: 464,245 shares; 2025Q3: 475,518 shares; 2025Q4: 495,044 shares; 2026Q1: 603,244 shares 603,244 $82.1M 1.05% +108,200 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: 571,042 shares; 2024Q4: 609,290 shares; 2025Q1: 654,930 shares; 2025Q2: 771,412 shares; 2025Q3: 812,702 shares; 2025Q4: 859,610 shares; 2026Q1: 1,084,242 shares 1,084,242 $78.4M 1% +224,632 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: 231,081 shares; 2024Q4: 235,495 shares; 2025Q1: 239,225 shares; 2025Q2: 240,365 shares; 2025Q3: 238,070 shares; 2025Q4: 236,227 shares; 2026Q1: 228,438 shares 228,438 $74.3M 0.95% -7,789 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: 619,741 shares; 2024Q4: 612,162 shares; 2025Q1: 590,400 shares; 2025Q2: 589,701 shares; 2025Q3: 588,667 shares; 2025Q4: 592,671 shares; 2026Q1: 579,699 shares 579,699 $73.9M 0.94% -12,972 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: 276,058 shares; 2024Q4: 278,185 shares; 2025Q1: 275,311 shares; 2025Q2: 275,728 shares; 2025Q3: 270,274 shares; 2025Q4: 309,174 shares; 2026Q1: 316,174 shares 316,174 $72M 0.92% +7,000 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 3,296 shares; 2025Q1: 3,330 shares; 2025Q2: 3,581 shares; 2025Q3: 178,286 shares; 2025Q4: 264,643 shares; 2026Q1: 350,887 shares 350,887 $64.8M 0.83% +86,244 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: 176,942 shares; 2024Q4: 175,913 shares; 2025Q1: 171,259 shares; 2025Q2: 170,562 shares; 2025Q3: 182,792 shares; 2025Q4: 186,045 shares; 2026Q1: 164,801 shares 164,801 $61.1M 0.78% -21,244 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: 149,366 shares; 2024Q4: 147,810 shares; 2025Q1: 151,501 shares; 2025Q2: 161,794 shares; 2025Q3: 161,168 shares; 2025Q4: 157,268 shares; 2026Q1: 160,191 shares 160,191 $56.7M 0.72% +2,923 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,986 shares; 2024Q4: 448,449 shares; 2025Q1: 455,367 shares; 2025Q2: 529,394 shares; 2025Q3: 527,906 shares; 2025Q4: 574,589 shares; 2026Q1: 709,800 shares 709,800 $55.8M 0.71% +135,211 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: 711,788 shares; 2024Q4: 704,835 shares; 2025Q1: 697,107 shares; 2025Q2: 708,290 shares; 2025Q3: 716,739 shares; 2025Q4: 710,963 shares; 2026Q1: 704,350 shares 704,350 $55.6M 0.71% -6,613 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650,776 shares; 2024Q4: 668,858 shares; 2025Q1: 619,025 shares; 2025Q2: 620,943 shares; 2025Q3: 625,639 shares; 2025Q4: 642,293 shares; 2026Q1: 656,787 shares 656,787 $54.1M 0.69% +14,494 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: 387,189 shares; 2024Q4: 398,879 shares; 2025Q1: 393,614 shares; 2025Q2: 391,489 shares; 2025Q3: 395,165 shares; 2025Q4: 410,215 shares; 2026Q1: 308,394 shares 308,394 $51.9M 0.66% -101,821 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: 454,182 shares; 2024Q4: 449,359 shares; 2025Q1: 299,987 shares; 2025Q2: 268,095 shares; 2025Q3: 254,517 shares; 2025Q4: 242,668 shares; 2026Q1: 231,580 shares 231,580 $51.9M 0.66% -11,088 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,920 shares; 2024Q4: 211,184 shares; 2025Q1: 209,020 shares; 2025Q2: 210,805 shares; 2025Q3: 208,210 shares; 2025Q4: 206,961 shares; 2026Q1: 203,823 shares 203,823 $51.6M 0.66% -3,138 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,394 shares; 2024Q4: 125,370 shares; 2025Q1: 126,012 shares; 2025Q2: 128,910 shares; 2025Q3: 131,758 shares; 2025Q4: 145,542 shares; 2026Q1: 125,578 shares 125,578 $51.1M 0.65% -19,964 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: 293,475 shares; 2024Q4: 297,999 shares; 2025Q1: 301,102 shares; 2025Q2: 301,169 shares; 2025Q3: 289,986 shares; 2025Q4: 320,509 shares; 2026Q1: 278,263 shares 278,263 $50.6M 0.65% -42,246 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 66 shares; 2025Q4: 74 shares; 2026Q1: 70 shares 70 $49.2M 0.63% -4 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: 212,626 shares; 2024Q4: 210,930 shares; 2025Q1: 208,529 shares; 2025Q2: 206,571 shares; 2025Q3: 203,424 shares; 2025Q4: 200,376 shares; 2026Q1: 194,160 shares 194,160 $48.9M 0.62% -6,216 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: 413,642 shares; 2024Q4: 412,247 shares; 2025Q1: 407,248 shares; 2025Q2: 403,198 shares; 2025Q3: 386,049 shares; 2025Q4: 381,913 shares; 2026Q1: 358,670 shares 358,670 $46.7M 0.6% -23,243 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: 47,357 shares; 2024Q4: 47,319 shares; 2025Q1: 47,189 shares; 2025Q2: 46,477 shares; 2025Q3: 49,164 shares; 2025Q4: 47,998 shares; 2026Q1: 110,048 shares 110,048 $45.8M 0.59% +62,050 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: 246,191 shares; 2024Q4: 250,845 shares; 2025Q1: 251,151 shares; 2025Q2: 260,101 shares; 2025Q3: 266,965 shares; 2025Q4: 270,916 shares; 2026Q1: 244,135 shares 244,135 $45.3M 0.58% -26,781 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: 118,815 shares; 2024Q4: 118,577 shares; 2025Q1: 118,888 shares; 2025Q2: 118,915 shares; 2025Q3: 117,970 shares; 2025Q4: 120,642 shares; 2026Q1: 106,485 shares 106,485 $45.2M 0.58% -14,157 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: 954 shares; 2024Q4: 954 shares; 2025Q1: 1,072 shares; 2025Q2: 1,027 shares; 2025Q3: 1,231 shares; 2025Q4: 432,835 shares; 2026Q1: 584,463 shares 584,463 $43.2M 0.55% +151,628 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: 61,650 shares; 2024Q4: 61,850 shares; 2025Q1: 61,708 shares; 2025Q2: 61,808 shares; 2025Q3: 61,713 shares; 2025Q4: 63,317 shares; 2026Q1: 63,092 shares 63,092 $41.7M 0.53% -225 Timeline ISTB 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: 2,500 shares; 2024Q4: 2,520 shares; 2025Q1: 2,490 shares; 2025Q2: not reported; 2025Q3: 421,596 shares; 2025Q4: 556,170 shares; 2026Q1: 741,304 shares 741,304 $35.9M 0.46% +185,134 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: 100,676 shares; 2024Q4: 101,324 shares; 2025Q1: 101,759 shares; 2025Q2: 101,601 shares; 2025Q3: 101,169 shares; 2025Q4: 102,538 shares; 2026Q1: 101,208 shares 101,208 $32.4M 0.41% -1,330 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,112 shares; 2024Q4: 364,087 shares; 2025Q1: 386,212 shares; 2025Q2: 403,621 shares; 2025Q3: 407,155 shares; 2025Q4: 436,961 shares; 2026Q1: 479,264 shares 479,264 $31.9M 0.41% +42,303 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,702 shares; 2024Q4: 542,617 shares; 2025Q1: 591,635 shares; 2025Q2: 607,738 shares; 2025Q3: 590,937 shares; 2025Q4: 632,336 shares; 2026Q1: 662,218 shares 662,218 $30.9M 0.39% +29,882 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: 142,771 shares; 2024Q4: 140,258 shares; 2025Q1: 133,268 shares; 2025Q2: 130,613 shares; 2025Q3: 128,083 shares; 2025Q4: 120,886 shares; 2026Q1: 113,155 shares 113,155 $29.8M 0.38% -7,731 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: 141,104 shares; 2024Q4: 144,664 shares; 2025Q1: 141,595 shares; 2025Q2: 140,722 shares; 2025Q3: 110,340 shares; 2025Q4: 93,565 shares; 2026Q1: 82,776 shares 82,776 $29M 0.37% -10,789 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,235 shares; 2024Q4: 172,720 shares; 2025Q1: 174,995 shares; 2025Q2: 171,550 shares; 2025Q3: 565,498 shares; 2025Q4: 675,373 shares; 2026Q1: 847,751 shares 847,751 $28.4M 0.36% +172,378 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: 31,167 shares; 2024Q4: 33,273 shares; 2025Q1: 33,998 shares; 2025Q2: 34,440 shares; 2025Q3: 34,417 shares; 2025Q4: 38,425 shares; 2026Q1: 37,912 shares 37,912 $27.2M 0.35% -513 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,169 shares; 2024Q4: 926,437 shares; 2025Q1: 959,046 shares; 2025Q2: 941,707 shares; 2025Q3: 951,550 shares; 2025Q4: 933,529 shares; 2026Q1: 873,539 shares 873,539 $26.1M 0.33% -59,990 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: 586,165 shares; 2024Q4: 629,111 shares; 2025Q1: 650,747 shares; 2025Q2: 693,523 shares; 2025Q3: 529,604 shares; 2025Q4: 512,016 shares; 2026Q1: 489,825 shares 489,825 $25.7M 0.33% -22,191 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: 26,251 shares; 2024Q4: 26,093 shares; 2025Q1: 25,876 shares; 2025Q2: 26,107 shares; 2025Q3: 26,044 shares; 2025Q4: 25,740 shares; 2026Q1: 25,459 shares 25,459 $24.6M 0.32% -281 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: 122,370 shares; 2024Q4: 120,686 shares; 2025Q1: 119,991 shares; 2025Q2: 118,957 shares; 2025Q3: 118,647 shares; 2025Q4: 116,896 shares; 2026Q1: 115,758 shares 115,758 $24.3M 0.31% -1,138 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 154 shares; 2025Q1: 186 shares; 2025Q2: 2,628 shares; 2025Q3: 3,199 shares; 2025Q4: 3,373 shares; 2026Q1: 258,372 shares 258,372 $24.3M 0.31% +254,999 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: 173,740 shares; 2024Q4: 166,082 shares; 2025Q1: 162,165 shares; 2025Q2: 161,564 shares; 2025Q3: 156,087 shares; 2025Q4: 134,736 shares; 2026Q1: 133,540 shares 133,540 $23.1M 0.3% -1,196 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: 264,048 shares; 2024Q4: 249,525 shares; 2025Q1: 258,907 shares; 2025Q2: 263,658 shares; 2025Q3: 308,868 shares; 2025Q4: 296,970 shares; 2026Q1: 288,159 shares 288,159 $22.5M 0.29% -8,811 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,124 shares; 2024Q4: 254,631 shares; 2025Q1: 251,710 shares; 2025Q2: 251,073 shares; 2025Q3: 253,054 shares; 2025Q4: 256,064 shares; 2026Q1: 268,687 shares 268,687 $21.5M 0.28% +12,623 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,366 shares; 2024Q4: 306,590 shares; 2025Q1: 353,262 shares; 2025Q2: 367,390 shares; 2025Q3: 358,896 shares; 2025Q4: 208,152 shares; 2026Q1: 186,360 shares 186,360 $21.1M 0.27% -21,792 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,958 shares; 2024Q4: 114,621 shares; 2025Q1: 118,195 shares; 2025Q2: 117,999 shares; 2025Q3: 118,538 shares; 2025Q4: 131,755 shares; 2026Q1: 132,077 shares 132,077 $21.1M 0.27% +322 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: 193,692 shares; 2024Q4: 197,806 shares; 2025Q1: 210,482 shares; 2025Q2: 211,500 shares; 2025Q3: 205,454 shares; 2025Q4: 203,958 shares; 2026Q1: 201,571 shares 201,571 $21M 0.27% -2,387 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: 76,616 shares; 2024Q4: 73,940 shares; 2025Q1: 70,893 shares; 2025Q2: 70,902 shares; 2025Q3: 69,852 shares; 2025Q4: 69,414 shares; 2026Q1: 67,114 shares 67,114 $20.9M 0.27% -2,300 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: 97,374 shares; 2024Q4: 99,256 shares; 2025Q1: 100,027 shares; 2025Q2: 98,311 shares; 2025Q3: 98,372 shares; 2025Q4: 100,211 shares; 2026Q1: 98,349 shares 98,349 $20.8M 0.27% -1,862 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,438 shares; 2024Q4: 259,069 shares; 2025Q1: 257,422 shares; 2025Q2: 255,663 shares; 2025Q3: 253,747 shares; 2025Q4: 249,873 shares; 2026Q1: 242,658 shares 242,658 $20.2M 0.26% -7,215 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,330 shares; 2024Q4: 1,079,436 shares; 2025Q1: 1,053,093 shares; 2025Q2: 1,045,997 shares; 2025Q3: 1,045,557 shares; 2025Q4: 726,836 shares; 2026Q1: 725,195 shares 725,195 $20.1M 0.26% -1,641 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,336 shares; 2024Q4: 377,418 shares; 2025Q1: 373,158 shares; 2025Q2: 371,803 shares; 2025Q3: 370,289 shares; 2025Q4: 367,072 shares; 2026Q1: 361,607 shares 361,607 $20M 0.26% -5,465 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,640 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 142,934 shares; 2025Q4: 169,968 shares; 2026Q1: 245,466 shares 245,466 $18.8M 0.24% +75,498 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: 145,682 shares; 2024Q4: 145,585 shares; 2025Q1: 91,252 shares; 2025Q2: 80,807 shares; 2025Q3: 74,471 shares; 2025Q4: 68,229 shares; 2026Q1: 63,172 shares 63,172 $17.9M 0.23% -5,057 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: 157,524 shares; 2024Q4: 164,671 shares; 2025Q1: 166,502 shares; 2025Q2: 166,184 shares; 2025Q3: 167,218 shares; 2025Q4: 174,772 shares; 2026Q1: 177,019 shares 177,019 $17.8M 0.23% +2,247 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,350 shares; 2024Q4: 366,591 shares; 2025Q1: 371,748 shares; 2025Q2: 382,437 shares; 2025Q3: 339,921 shares; 2025Q4: 181,495 shares; 2026Q1: 121,037 shares 121,037 $16.9M 0.22% -60,458 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: 109,654 shares; 2024Q4: 108,199 shares; 2025Q1: 104,683 shares; 2025Q2: 104,542 shares; 2025Q3: 104,171 shares; 2025Q4: 106,562 shares; 2026Q1: 107,199 shares 107,199 $16.5M 0.21% +637 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,082 shares; 2024Q4: 49,730 shares; 2025Q1: 49,444 shares; 2025Q2: 51,385 shares; 2025Q3: 50,971 shares; 2025Q4: 100,780 shares; 2026Q1: 100,781 shares 100,781 $16.3M 0.21% +1 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: 303,220 shares; 2024Q4: 340,050 shares; 2025Q1: 404,252 shares; 2025Q2: 456,099 shares; 2025Q3: 274,615 shares; 2025Q4: 227,158 shares; 2026Q1: 194,098 shares 194,098 $16M 0.2% -33,060 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: 200,598 shares; 2024Q4: 185,122 shares; 2025Q1: 167,339 shares; 2025Q2: 161,876 shares; 2025Q3: 159,362 shares; 2025Q4: 155,259 shares; 2026Q1: 157,993 shares 157,993 $15.6M 0.2% +2,734 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: 117,490 shares; 2024Q4: 123,495 shares; 2025Q1: 138,177 shares; 2025Q2: 140,933 shares; 2025Q3: 141,122 shares; 2025Q4: 152,596 shares; 2026Q1: 161,108 shares 161,108 $15.2M 0.19% +8,512 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: 37,784 shares; 2024Q4: 37,844 shares; 2025Q1: 37,839 shares; 2025Q2: 37,839 shares; 2025Q3: 37,839 shares; 2025Q4: 37,739 shares; 2026Q1: 37,759 shares 37,759 $14.8M 0.19% +20 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA 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: 385,513 shares; 2025Q3: 779,194 shares; 2025Q4: 779,194 shares; 2026Q1: 778,462 shares 778,462 $14.4M 0.18% -732 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: 122,099 shares; 2024Q4: 116,973 shares; 2025Q1: 111,405 shares; 2025Q2: 110,121 shares; 2025Q3: 108,366 shares; 2025Q4: 108,375 shares; 2026Q1: 104,619 shares 104,619 $14.3M 0.18% -3,756 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,701 shares; 2024Q4: 74,493 shares; 2025Q1: 71,227 shares; 2025Q2: 70,627 shares; 2025Q3: 68,260 shares; 2025Q4: 65,659 shares; 2026Q1: 61,499 shares 61,499 $14.1M 0.18% -4,160 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,360 shares; 2024Q4: 34,731 shares; 2025Q1: 34,537 shares; 2025Q2: 34,643 shares; 2025Q3: 34,912 shares; 2025Q4: 34,941 shares; 2026Q1: 35,211 shares 35,211 $13.8M 0.18% +270 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: 47,432 shares; 2024Q4: 46,815 shares; 2025Q1: 46,308 shares; 2025Q2: 48,085 shares; 2025Q3: 48,262 shares; 2025Q4: 48,005 shares; 2026Q1: 47,787 shares 47,787 $13.5M 0.17% -218 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: 194,252 shares; 2024Q4: 185,323 shares; 2025Q1: 157,722 shares; 2025Q2: 139,728 shares; 2025Q3: 133,436 shares; 2025Q4: 124,785 shares; 2026Q1: 117,337 shares 117,337 $13.3M 0.17% -7,448 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: 181,709 shares; 2024Q4: 167,936 shares; 2025Q1: 167,736 shares; 2025Q2: 168,119 shares; 2025Q3: 167,501 shares; 2025Q4: 167,007 shares; 2026Q1: 163,629 shares 163,629 $12.8M 0.16% -3,378 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,908 shares; 2024Q4: 579,561 shares; 2025Q1: 596,475 shares; 2025Q2: 589,705 shares; 2025Q3: 605,149 shares; 2025Q4: 566,253 shares; 2026Q1: 262,531 shares 262,531 $12.6M 0.16% -303,722 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: 98,355 shares; 2024Q4: 97,935 shares; 2025Q1: 95,677 shares; 2025Q2: 95,181 shares; 2025Q3: 94,321 shares; 2025Q4: 93,859 shares; 2026Q1: 92,782 shares 92,782 $12.6M 0.16% -1,077 Timeline SHYG 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: 302,023 shares; 2024Q4: 303,830 shares; 2025Q1: 319,739 shares; 2025Q2: 313,519 shares; 2025Q3: 309,335 shares; 2025Q4: 305,003 shares; 2026Q1: 291,657 shares 291,657 $12.4M 0.16% -13,346 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: 117,169 shares; 2024Q4: 116,489 shares; 2025Q1: 85,187 shares; 2025Q2: 85,823 shares; 2025Q3: 84,707 shares; 2025Q4: 84,499 shares; 2026Q1: 83,279 shares 83,279 $12M 0.15% -1,220 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: 19,411 shares; 2024Q4: 18,282 shares; 2025Q1: 18,262 shares; 2025Q2: 18,299 shares; 2025Q3: 18,040 shares; 2025Q4: 18,221 shares; 2026Q1: 16,374 shares 16,374 $11.8M 0.15% -1,847 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: 41,580 shares; 2024Q4: 41,239 shares; 2025Q1: 41,221 shares; 2025Q2: 40,794 shares; 2025Q3: 39,600 shares; 2025Q4: 39,277 shares; 2026Q1: 38,740 shares 38,740 $11.7M 0.15% -537 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,226 shares; 2024Q4: 87,374 shares; 2025Q1: 83,614 shares; 2025Q2: 82,137 shares; 2025Q3: 81,092 shares; 2025Q4: 80,398 shares; 2026Q1: 74,663 shares 74,663 $11.6M 0.15% -5,735 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: 159,507 shares; 2024Q4: 165,881 shares; 2025Q1: 159,230 shares; 2025Q2: 159,256 shares; 2025Q3: 163,287 shares; 2025Q4: 163,336 shares; 2026Q1: 185,289 shares 185,289 $10.9M 0.14% +21,953 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,696 shares; 2024Q4: 38,320 shares; 2025Q1: 36,962 shares; 2025Q2: 36,561 shares; 2025Q3: 35,138 shares; 2025Q4: 33,919 shares; 2026Q1: 32,109 shares 32,109 $10.9M 0.14% -1,810 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: 262,805 shares; 2024Q4: 242,140 shares; 2025Q1: 232,914 shares; 2025Q2: 61,335 shares; 2025Q3: 52,935 shares; 2025Q4: 38,208 shares; 2026Q1: 30,061 shares 30,061 $10.8M 0.14% -8,147 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: 36,889 shares; 2024Q4: 36,679 shares; 2025Q1: 35,452 shares; 2025Q2: 35,621 shares; 2025Q3: 36,397 shares; 2025Q4: 36,083 shares; 2026Q1: 34,075 shares 34,075 $10.6M 0.14% -2,008 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: 40,018 shares; 2024Q4: 43,865 shares; 2025Q1: 57,386 shares; 2025Q2: 58,109 shares; 2025Q3: 57,575 shares; 2025Q4: 58,213 shares; 2026Q1: 58,271 shares 58,271 $10.5M 0.13% +58 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: 248,992 shares; 2024Q4: 210,258 shares; 2025Q1: 183,777 shares; 2025Q2: 174,744 shares; 2025Q3: 156,588 shares; 2025Q4: 139,267 shares; 2026Q1: 103,540 shares 103,540 $10.5M 0.13% -35,727 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: 75,582 shares; 2024Q4: 74,412 shares; 2025Q1: 71,433 shares; 2025Q2: 70,494 shares; 2025Q3: 68,339 shares; 2025Q4: 63,440 shares; 2026Q1: 54,673 shares 54,673 $9.52M 0.12% -8,767 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: 33,612 shares; 2024Q4: 32,318 shares; 2025Q1: 31,638 shares; 2025Q2: 31,218 shares; 2025Q3: 30,029 shares; 2025Q4: 28,120 shares; 2026Q1: 23,573 shares 23,573 $9.44M 0.12% -4,547 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: 66,147 shares; 2024Q4: 67,077 shares; 2025Q1: 64,844 shares; 2025Q2: 64,515 shares; 2025Q3: 68,289 shares; 2025Q4: 86,311 shares; 2026Q1: 86,822 shares 86,822 $9.29M 0.12% +511 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,332 shares; 2024Q4: 25,048 shares; 2025Q1: 35,943 shares; 2025Q2: 35,210 shares; 2025Q3: 35,069 shares; 2025Q4: 42,286 shares; 2026Q1: 41,966 shares 41,966 $9.28M 0.12% -320 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,825 shares; 2024Q4: 82,925 shares; 2025Q1: 82,966 shares; 2025Q2: 79,957 shares; 2025Q3: 78,478 shares; 2025Q4: 78,349 shares; 2026Q1: 78,047 shares 78,047 $9.09M 0.12% -302 Timeline GOVT 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: 755,885 shares; 2024Q4: 655,495 shares; 2025Q1: 708,303 shares; 2025Q2: 800,183 shares; 2025Q3: 495,370 shares; 2025Q4: 429,576 shares; 2026Q1: 374,000 shares 374,000 $8.52M 0.11% -55,576 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,439 shares; 2024Q4: 337,588 shares; 2025Q1: 373,786 shares; 2025Q2: 334,759 shares; 2025Q3: 337,124 shares; 2025Q4: 330,110 shares; 2026Q1: 322,601 shares 322,601 $8.46M 0.11% -7,509 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: 28,056 shares; 2024Q4: 27,280 shares; 2025Q1: 32,109 shares; 2025Q2: 31,965 shares; 2025Q3: 31,513 shares; 2025Q4: 30,385 shares; 2026Q1: 29,647 shares 29,647 $8.24M 0.11% -738 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: 25,749 shares; 2024Q4: 25,324 shares; 2025Q1: 25,354 shares; 2025Q2: 25,909 shares; 2025Q3: 25,286 shares; 2025Q4: 25,684 shares; 2026Q1: 25,048 shares 25,048 $8.19M 0.1% -636 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: 35,863 shares; 2024Q4: 35,853 shares; 2025Q1: 35,682 shares; 2025Q2: 35,783 shares; 2025Q3: 34,750 shares; 2025Q4: 67,979 shares; 2026Q1: 67,979 shares 67,979 $8M 0.1% 0 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: 11,789 shares; 2024Q4: 11,515 shares; 2025Q1: 10,065 shares; 2025Q2: 10,030 shares; 2025Q3: 10,011 shares; 2025Q4: 9,761 shares; 2026Q1: 9,669 shares 9,669 $7.81M 0.1% -92 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: 172,563 shares; 2024Q4: 166,703 shares; 2025Q1: 159,172 shares; 2025Q2: 155,743 shares; 2025Q3: 152,604 shares; 2025Q4: 134,602 shares; 2026Q1: 131,654 shares 131,654 $7.55M 0.1% -2,948 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: 36,372 shares; 2024Q4: 36,222 shares; 2025Q1: 33,318 shares; 2025Q2: 33,318 shares; 2025Q3: 32,803 shares; 2025Q4: 32,628 shares; 2026Q1: 33,100 shares 33,100 $7.51M 0.1% +472 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,333 shares; 2024Q4: 286,705 shares; 2025Q1: 310,377 shares; 2025Q2: 278,875 shares; 2025Q3: 269,383 shares; 2025Q4: 259,978 shares; 2026Q1: 259,680 shares 259,680 $7.34M 0.09% -298 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,636 shares; 2024Q4: 43,293 shares; 2025Q1: 43,176 shares; 2025Q2: 43,182 shares; 2025Q3: 110,016 shares; 2025Q4: 109,473 shares; 2026Q1: 107,623 shares 107,623 $7.27M 0.09% -1,850 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: 117,487 shares; 2024Q4: 103,016 shares; 2025Q1: 88,904 shares; 2025Q2: 82,315 shares; 2025Q3: 80,909 shares; 2025Q4: 75,961 shares; 2026Q1: 75,100 shares 75,100 $7.19M 0.09% -861 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: 167,438 shares; 2024Q4: 158,029 shares; 2025Q1: 143,843 shares; 2025Q2: 141,538 shares; 2025Q3: 136,207 shares; 2025Q4: 127,009 shares; 2026Q1: 117,050 shares 117,050 $7.18M 0.09% -9,959 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: 108,909 shares; 2024Q4: 106,438 shares; 2025Q1: 102,005 shares; 2025Q2: 99,963 shares; 2025Q3: 97,173 shares; 2025Q4: 88,035 shares; 2026Q1: 82,947 shares 82,947 $7.11M 0.09% -5,088 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,194 shares; 2024Q4: 8,157 shares; 2025Q1: 8,137 shares; 2025Q2: 8,117 shares; 2025Q3: 8,117 shares; 2025Q4: 8,147 shares; 2026Q1: 64,832 shares 64,832 $6.8M 0.09% +56,685 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: 37,320 shares; 2024Q4: 38,215 shares; 2025Q1: 38,822 shares; 2025Q2: 43,682 shares; 2025Q3: 43,488 shares; 2025Q4: 44,258 shares; 2026Q1: 51,337 shares 51,337 $6.69M 0.09% +7,079 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: 15,487 shares; 2024Q4: 15,633 shares; 2025Q1: 15,048 shares; 2025Q2: 15,042 shares; 2025Q3: 14,023 shares; 2025Q4: 13,191 shares; 2026Q1: 12,571 shares 12,571 $6.51M 0.08% -620 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: 5,043 shares; 2024Q4: 5,053 shares; 2025Q1: 5,053 shares; 2025Q2: 5,063 shares; 2025Q3: 5,053 shares; 2025Q4: 15,159 shares; 2026Q1: 14,954 shares 14,954 $6.47M 0.08% -205 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: 80,712 shares; 2024Q4: 79,160 shares; 2025Q1: 76,798 shares; 2025Q2: 75,108 shares; 2025Q3: 74,031 shares; 2025Q4: 72,839 shares; 2026Q1: 69,787 shares 69,787 $6.46M 0.08% -3,052 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,930 shares; 2024Q4: 22,930 shares; 2025Q1: 22,980 shares; 2025Q2: 22,980 shares; 2025Q3: 22,980 shares; 2025Q4: 32,713 shares; 2026Q1: 51,103 shares 51,103 $6.44M 0.08% +18,390 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,635 shares; 2024Q4: 196,739 shares; 2025Q1: 203,862 shares; 2025Q2: 196,910 shares; 2025Q3: 193,247 shares; 2025Q4: 190,984 shares; 2026Q1: 189,737 shares 189,737 $6.28M 0.08% -1,247 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,840 shares; 2024Q4: 92,489 shares; 2025Q1: 99,029 shares; 2025Q2: 95,144 shares; 2025Q3: 96,423 shares; 2025Q4: 100,201 shares; 2026Q1: 106,186 shares 106,186 $6.19M 0.08% +5,985 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: 40,642 shares; 2024Q4: 40,478 shares; 2025Q1: 40,379 shares; 2025Q2: 40,379 shares; 2025Q3: 40,448 shares; 2025Q4: 40,088 shares; 2026Q1: 39,851 shares 39,851 $6.15M 0.08% -237 Timeline USIG 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: 201,453 shares; 2024Q4: 221,230 shares; 2025Q1: 247,960 shares; 2025Q2: 276,349 shares; 2025Q3: 157,250 shares; 2025Q4: 137,908 shares; 2026Q1: 111,343 shares 111,343 $5.7M 0.07% -26,565 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,621 shares; 2024Q4: 81,828 shares; 2025Q1: 78,625 shares; 2025Q2: 79,207 shares; 2025Q3: 76,650 shares; 2025Q4: 75,995 shares; 2026Q1: 74,345 shares 74,345 $5.61M 0.07% -1,650 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: 310,471 shares; 2024Q4: 281,841 shares; 2025Q1: 276,627 shares; 2025Q2: 265,627 shares; 2025Q3: 249,906 shares; 2025Q4: 60,116 shares; 2026Q1: 30,481 shares 30,481 $5.51M 0.07% -29,635 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: 36,491 shares; 2024Q4: 32,818 shares; 2025Q1: 32,989 shares; 2025Q2: 32,407 shares; 2025Q3: 32,257 shares; 2025Q4: 32,220 shares; 2026Q1: 31,925 shares 31,925 $5.4M 0.07% -295 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: 74,889 shares; 2024Q4: 70,024 shares; 2025Q1: 67,448 shares; 2025Q2: 63,828 shares; 2025Q3: 61,075 shares; 2025Q4: 54,705 shares; 2026Q1: 51,361 shares 51,361 $5.39M 0.07% -3,344 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,413 shares; 2024Q4: 43,418 shares; 2025Q1: 42,786 shares; 2025Q2: 42,788 shares; 2025Q3: 42,789 shares; 2025Q4: 42,847 shares; 2026Q1: 42,292 shares 42,292 $5.36M 0.07% -555 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,994 shares; 2024Q4: 24,031 shares; 2025Q1: 23,700 shares; 2025Q2: 23,832 shares; 2025Q3: 23,854 shares; 2025Q4: 23,598 shares; 2026Q1: 23,501 shares 23,501 $5.32M 0.07% -97 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: 25,593 shares; 2024Q4: 25,316 shares; 2025Q1: 23,619 shares; 2025Q2: 23,385 shares; 2025Q3: 23,352 shares; 2025Q4: 22,665 shares; 2026Q1: 22,973 shares 22,973 $5.27M 0.07% +308 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,652 shares; 2024Q4: 10,916 shares; 2025Q1: 10,977 shares; 2025Q2: 10,781 shares; 2025Q3: 10,888 shares; 2025Q4: 10,905 shares; 2026Q1: 8,934 shares 8,934 $5.15M 0.07% -1,971 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,389 shares; 2024Q4: 24,074 shares; 2025Q1: 23,701 shares; 2025Q2: 23,497 shares; 2025Q3: 21,966 shares; 2025Q4: 22,238 shares; 2026Q1: 23,169 shares 23,169 $5.15M 0.07% +931 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: 20,745 shares; 2024Q4: 20,040 shares; 2025Q1: 19,926 shares; 2025Q2: 19,801 shares; 2025Q3: 17,473 shares; 2025Q4: 16,737 shares; 2026Q1: 65,867 shares 65,867 $5.08M 0.06% +49,130 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: 31,857 shares; 2024Q4: 31,903 shares; 2025Q1: 32,063 shares; 2025Q2: 31,925 shares; 2025Q3: 29,514 shares; 2025Q4: 29,188 shares; 2026Q1: 29,145 shares 29,145 $4.86M 0.06% -43 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,717 shares; 2024Q4: 15,695 shares; 2025Q1: 15,708 shares; 2025Q2: 15,710 shares; 2025Q3: 15,717 shares; 2025Q4: 16,916 shares; 2026Q1: 16,675 shares 16,675 $4.85M 0.06% -241 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: 121,448 shares; 2024Q4: 123,688 shares; 2025Q1: 119,557 shares; 2025Q2: 123,843 shares; 2025Q3: 119,997 shares; 2025Q4: 94,854 shares; 2026Q1: 89,454 shares 89,454 $4.76M 0.06% -5,400 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: 6,092 shares; 2024Q4: 6,092 shares; 2025Q1: 5,925 shares; 2025Q2: 5,413 shares; 2025Q3: 5,567 shares; 2025Q4: 5,569 shares; 2026Q1: 5,398 shares 5,398 $4.73M 0.06% -171 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,250 shares; 2024Q4: 25,345 shares; 2025Q1: 25,340 shares; 2025Q2: 24,889 shares; 2025Q3: 22,406 shares; 2025Q4: 22,406 shares; 2026Q1: 22,752 shares 22,752 $4.3M 0.05% +346 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,158 shares; 2024Q4: 134,158 shares; 2025Q1: 134,158 shares; 2025Q2: 134,158 shares; 2025Q3: 134,158 shares; 2025Q4: 134,158 shares; 2026Q1: 134,158 shares 134,158 $4.3M 0.05% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,487 shares; 2024Q4: 132,247 shares; 2025Q1: 145,202 shares; 2025Q2: 131,519 shares; 2025Q3: 128,447 shares; 2025Q4: 120,022 shares; 2026Q1: 118,151 shares 118,151 $4.22M 0.05% -1,871 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,367 shares; 2024Q4: 12,367 shares; 2025Q1: 12,600 shares; 2025Q2: 12,087 shares; 2025Q3: 12,313 shares; 2025Q4: 12,352 shares; 2026Q1: 12,229 shares 12,229 $4.18M 0.05% -123 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: 95,067 shares; 2024Q4: 130,273 shares; 2025Q1: 130,285 shares; 2025Q2: 111,660 shares; 2025Q3: 93,712 shares; 2025Q4: 92,244 shares; 2026Q1: 93,221 shares 93,221 $4.17M 0.05% +977 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: 14,042 shares; 2024Q4: 13,987 shares; 2025Q1: 14,197 shares; 2025Q2: 14,733 shares; 2025Q3: 14,634 shares; 2025Q4: 14,282 shares; 2026Q1: 14,747 shares 14,747 $4.14M 0.05% +465 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: 11,990 shares; 2025Q1: 12,000 shares; 2025Q2: 11,990 shares; 2025Q3: 11,990 shares; 2025Q4: 11,990 shares; 2026Q1: 11,990 shares 11,990 $4M 0.05% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,135 shares; 2024Q4: 81,623 shares; 2025Q1: 79,944 shares; 2025Q2: 77,334 shares; 2025Q3: 71,524 shares; 2025Q4: 66,944 shares; 2026Q1: 54,811 shares 54,811 $3.97M 0.05% -12,133 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,751 shares; 2024Q4: 18,751 shares; 2025Q1: 18,592 shares; 2025Q2: 17,602 shares; 2025Q3: 17,615 shares; 2025Q4: 17,615 shares; 2026Q1: 17,634 shares 17,634 $3.97M 0.05% +19 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: 50,853 shares; 2024Q4: 50,932 shares; 2025Q1: 49,253 shares; 2025Q2: 49,619 shares; 2025Q3: 49,094 shares; 2025Q4: 55,709 shares; 2026Q1: 56,644 shares 56,644 $3.85M 0.05% +935 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,382 shares; 2025Q1: 4,800 shares; 2025Q2: 4,986 shares; 2025Q3: 7,391 shares; 2025Q4: 7,310 shares; 2026Q1: 31,648 shares 31,648 $3.79M 0.05% +24,338 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: 20,243 shares; 2024Q4: 19,117 shares; 2025Q1: 17,319 shares; 2025Q2: 17,831 shares; 2025Q3: 17,049 shares; 2025Q4: 16,930 shares; 2026Q1: 16,368 shares 16,368 $3.43M 0.04% -562 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,842 shares; 2024Q4: 136,566 shares; 2025Q1: 137,189 shares; 2025Q2: 131,182 shares; 2025Q3: 122,449 shares; 2025Q4: 122,340 shares; 2026Q1: 114,107 shares 114,107 $3.43M 0.04% -8,233 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,868 shares; 2024Q4: 85,987 shares; 2025Q1: 76,961 shares; 2025Q2: 77,774 shares; 2025Q3: 72,998 shares; 2025Q4: 66,972 shares; 2026Q1: 61,473 shares 61,473 $3.36M 0.04% -5,499 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,193 shares; 2024Q4: 7,168 shares; 2025Q1: 7,161 shares; 2025Q2: 7,122 shares; 2025Q3: 7,130 shares; 2025Q4: 7,122 shares; 2026Q1: 7,129 shares 7,129 $3.35M 0.04% +7 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,833 shares; 2024Q4: 19,503 shares; 2025Q1: 19,303 shares; 2025Q2: 19,204 shares; 2025Q3: 19,154 shares; 2025Q4: 16,984 shares; 2026Q1: 16,986 shares 16,986 $3.35M 0.04% +2 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: 3,114 shares; 2024Q4: 3,117 shares; 2025Q1: 3,156 shares; 2025Q2: 3,180 shares; 2025Q3: 3,260 shares; 2025Q4: 3,055 shares; 2026Q1: 3,059 shares 3,059 $3.29M 0.04% +4 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,474 shares; 2024Q4: 6,392 shares; 2025Q1: 6,319 shares; 2025Q2: 6,924 shares; 2025Q3: 6,864 shares; 2025Q4: 6,867 shares; 2026Q1: 39,084 shares 39,084 $3.27M 0.04% +32,217 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: 25,955 shares; 2024Q4: 26,893 shares; 2025Q1: 26,511 shares; 2025Q2: 26,272 shares; 2025Q3: 25,429 shares; 2025Q4: 25,016 shares; 2026Q1: 25,986 shares 25,986 $3.25M 0.04% +970 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: 11,692 shares; 2024Q4: 11,792 shares; 2025Q1: 11,760 shares; 2025Q2: 11,719 shares; 2025Q3: 11,611 shares; 2025Q4: 11,524 shares; 2026Q1: 11,550 shares 11,550 $3.24M 0.04% +26 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,456 shares; 2024Q4: 53,181 shares; 2025Q1: 52,449 shares; 2025Q2: 51,501 shares; 2025Q3: 50,802 shares; 2025Q4: 49,976 shares; 2026Q1: 43,426 shares 43,426 $3.17M 0.04% -6,550 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: 18,322 shares; 2024Q4: 17,767 shares; 2025Q1: 17,671 shares; 2025Q2: 17,675 shares; 2025Q3: 17,014 shares; 2025Q4: 17,014 shares; 2026Q1: 17,577 shares 17,577 $3.14M 0.04% +563 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,893 shares; 2024Q4: 85,123 shares; 2025Q1: 71,683 shares; 2025Q2: 67,504 shares; 2025Q3: 65,090 shares; 2025Q4: 63,428 shares; 2026Q1: 60,762 shares 60,762 $3.06M 0.04% -2,666 Timeline VTWV 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: 21,655 shares; 2024Q4: 19,555 shares; 2025Q1: 19,055 shares; 2025Q2: 17,355 shares; 2025Q3: 16,829 shares; 2025Q4: 16,829 shares; 2026Q1: 16,829 shares 16,829 $3.06M 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,592 shares; 2025Q1: 2,893 shares; 2025Q2: 2,809 shares; 2025Q3: 2,674 shares; 2025Q4: 3,335 shares; 2026Q1: 3,343 shares 3,343 $3.02M 0.04% +8 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: 20,131 shares; 2024Q4: 19,933 shares; 2025Q1: 19,934 shares; 2025Q2: 20,203 shares; 2025Q3: 22,727 shares; 2025Q4: 20,733 shares; 2026Q1: 20,670 shares 20,670 $2.99M 0.04% -63 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,680 shares; 2024Q4: 8,640 shares; 2025Q1: 8,440 shares; 2025Q2: 8,456 shares; 2025Q3: 8,440 shares; 2025Q4: 8,440 shares; 2026Q1: 8,260 shares 8,260 $2.99M 0.04% -180 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,674 shares; 2024Q4: 14,401 shares; 2025Q1: 14,384 shares; 2025Q2: 14,239 shares; 2025Q3: 14,532 shares; 2025Q4: 14,504 shares; 2026Q1: 14,132 shares 14,132 $2.92M 0.04% -372 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,785 shares; 2024Q4: 82,146 shares; 2025Q1: 81,911 shares; 2025Q2: 80,989 shares; 2025Q3: 81,234 shares; 2025Q4: 77,602 shares; 2026Q1: 85,687 shares 85,687 $2.91M 0.04% +8,085 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: 9,102 shares; 2025Q1: 9,098 shares; 2025Q2: 9,154 shares; 2025Q3: 8,909 shares; 2025Q4: 8,793 shares; 2026Q1: 8,783 shares 8,783 $2.9M 0.04% -10 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,135 shares; 2024Q4: 48,910 shares; 2025Q1: 45,390 shares; 2025Q2: 42,462 shares; 2025Q3: 40,986 shares; 2025Q4: 37,856 shares; 2026Q1: 34,731 shares 34,731 $2.87M 0.04% -3,125 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: 110,601 shares; 2024Q4: 108,385 shares; 2025Q1: 115,149 shares; 2025Q2: 119,207 shares; 2025Q3: 112,289 shares; 2025Q4: 110,556 shares; 2026Q1: 109,641 shares 109,641 $2.86M 0.04% -915 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,778 shares; 2024Q4: 39,054 shares; 2025Q1: 35,660 shares; 2025Q2: 33,779 shares; 2025Q3: 32,425 shares; 2025Q4: 27,819 shares; 2026Q1: 19,305 shares 19,305 $2.82M 0.04% -8,514 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,049 shares; 2024Q4: 82,049 shares; 2025Q1: 82,049 shares; 2025Q2: 82,049 shares; 2025Q3: 81,829 shares; 2025Q4: 81,829 shares; 2026Q1: 81,829 shares 81,829 $2.78M 0.04% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,118 shares; 2024Q4: 198,678 shares; 2025Q1: 196,835 shares; 2025Q2: 177,645 shares; 2025Q3: 172,587 shares; 2025Q4: 40,510 shares; 2026Q1: 20,508 shares 20,508 $2.77M 0.04% -20,002 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: 3,954 shares; 2024Q4: 3,770 shares; 2025Q1: 3,770 shares; 2025Q2: 4,022 shares; 2025Q3: 3,831 shares; 2025Q4: 4,144 shares; 2026Q1: 4,069 shares 4,069 $2.74M 0.03% -75 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,959 shares; 2024Q4: 15,880 shares; 2025Q1: 18,698 shares; 2025Q2: 19,636 shares; 2025Q3: 27,107 shares; 2025Q4: 31,486 shares; 2026Q1: 46,091 shares 46,091 $2.72M 0.03% +14,605 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: 672 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 641 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 16,295 shares 16,295 $2.7M 0.03% +15,641 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,335 shares; 2025Q1: 9,406 shares; 2025Q2: 9,356 shares; 2025Q3: 9,356 shares; 2025Q4: 9,347 shares; 2026Q1: 9,364 shares 9,364 $2.69M 0.03% +17 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: 169,314 shares; 2024Q4: 151,715 shares; 2025Q1: 141,475 shares; 2025Q2: 123,665 shares; 2025Q3: 114,957 shares; 2025Q4: 98,670 shares; 2026Q1: 100,995 shares 100,995 $2.66M 0.03% +2,325 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 5,285 shares; 2025Q1: 5,243 shares; 2025Q2: 4,893 shares; 2025Q3: 4,425 shares; 2025Q4: 4,025 shares; 2026Q1: 3,544 shares 3,544 $2.62M 0.03% -481 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: 61,824 shares; 2024Q4: 52,589 shares; 2025Q1: 51,320 shares; 2025Q2: 46,450 shares; 2025Q3: 49,586 shares; 2025Q4: 48,088 shares; 2026Q1: 48,361 shares 48,361 $2.52M 0.03% +273 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: 2,369 shares; 2024Q4: 2,351 shares; 2025Q1: 2,954 shares; 2025Q2: 2,953 shares; 2025Q3: 3,021 shares; 2025Q4: 2,951 shares; 2026Q1: 2,893 shares 2,893 $2.51M 0.03% -58 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: 23,144 shares; 2024Q4: 21,194 shares; 2025Q1: 21,424 shares; 2025Q2: 21,298 shares; 2025Q3: 20,286 shares; 2025Q4: 20,788 shares; 2026Q1: 19,509 shares 19,509 $2.49M 0.03% -1,279 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: 31,833 shares; 2024Q4: 31,833 shares; 2025Q1: 34,633 shares; 2025Q2: 37,023 shares; 2025Q3: 37,738 shares; 2025Q4: 37,588 shares; 2026Q1: 38,058 shares 38,058 $2.44M 0.03% +470 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: 9,578 shares; 2024Q4: 9,578 shares; 2025Q1: 9,580 shares; 2025Q2: 9,555 shares; 2025Q3: 9,506 shares; 2025Q4: 9,506 shares; 2026Q1: 9,548 shares 9,548 $2.41M 0.03% +42 Timeline SUSB 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: 69,311 shares; 2024Q4: 75,465 shares; 2025Q1: 76,916 shares; 2025Q2: 78,959 shares; 2025Q3: 78,965 shares; 2025Q4: 85,196 shares; 2026Q1: 94,598 shares 94,598 $2.37M 0.03% +9,402 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF 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: 47,507 shares 47,507 $2.35M 0.03% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 10,234 shares; 2025Q1: 10,259 shares; 2025Q2: 10,234 shares; 2025Q3: 10,234 shares; 2025Q4: 9,784 shares; 2026Q1: 9,784 shares 9,784 $2.25M 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,685 shares; 2025Q1: 2,061 shares; 2025Q2: 1,951 shares; 2025Q3: 2,037 shares; 2025Q4: 2,141 shares; 2026Q1: 2,095 shares 2,095 $2.2M 0.03% -46 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: 17,288 shares; 2024Q4: 16,884 shares; 2025Q1: 17,314 shares; 2025Q2: 17,272 shares; 2025Q3: 16,899 shares; 2025Q4: 16,649 shares; 2026Q1: 15,543 shares 15,543 $2.2M 0.03% -1,106 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,123 shares; 2024Q4: 24,873 shares; 2025Q1: 24,873 shares; 2025Q2: 24,733 shares; 2025Q3: 24,479 shares; 2025Q4: 24,209 shares; 2026Q1: 23,554 shares 23,554 $2.2M 0.03% -655 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531,224 shares; 2024Q4: 539,589 shares; 2025Q1: 583,987 shares; 2025Q2: 528,816 shares; 2025Q3: 514,541 shares; 2025Q4: 74,197 shares; 2026Q1: 28,243 shares 28,243 $2.2M 0.03% -45,954 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,009 shares; 2024Q4: 109,898 shares; 2025Q1: 121,853 shares; 2025Q2: 108,502 shares; 2025Q3: 108,668 shares; 2025Q4: 67,582 shares; 2026Q1: 67,571 shares 67,571 $2.2M 0.03% -11 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,345 shares; 2024Q4: 39,695 shares; 2025Q1: 45,540 shares; 2025Q2: 46,976 shares; 2025Q3: 46,935 shares; 2025Q4: 45,698 shares; 2026Q1: 44,032 shares 44,032 $2.18M 0.03% -1,666 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: 9,872 shares; 2024Q4: 9,958 shares; 2025Q1: 9,867 shares; 2025Q2: 9,780 shares; 2025Q3: 9,579 shares; 2025Q4: 9,643 shares; 2026Q1: 9,938 shares 9,938 $2.17M 0.03% +295 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,206 shares; 2024Q4: 6,158 shares; 2025Q1: 6,279 shares; 2025Q2: 6,236 shares; 2025Q3: 6,245 shares; 2025Q4: 6,123 shares; 2026Q1: 6,213 shares 6,213 $2.16M 0.03% +90 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: 16,581 shares; 2024Q4: 16,581 shares; 2025Q1: 16,584 shares; 2025Q2: 16,592 shares; 2025Q3: 16,592 shares; 2025Q4: 16,183 shares; 2026Q1: 16,271 shares 16,271 $2.15M 0.03% +88 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 5,909 shares; 2025Q1: 10,559 shares; 2025Q2: 10,631 shares; 2025Q3: 9,399 shares; 2025Q4: 10,430 shares; 2026Q1: 10,372 shares 10,372 $2.14M 0.03% -58 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: 10,195 shares; 2024Q4: 10,195 shares; 2025Q1: 9,946 shares; 2025Q2: 9,713 shares; 2025Q3: 9,435 shares; 2025Q4: 9,355 shares; 2026Q1: 9,622 shares 9,622 $2.12M 0.03% +267 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,129 shares; 2024Q4: 12,090 shares; 2025Q1: 11,994 shares; 2025Q2: 13,048 shares; 2025Q3: 13,052 shares; 2025Q4: 13,064 shares; 2026Q1: 13,620 shares 13,620 $2.05M 0.03% +556 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: 9,277 shares; 2024Q4: 9,322 shares; 2025Q1: 9,322 shares; 2025Q2: 9,322 shares; 2025Q3: 9,517 shares; 2025Q4: 12,230 shares; 2026Q1: 11,893 shares 11,893 $2.02M 0.03% -337 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,355 shares; 2025Q1: 9,311 shares; 2025Q2: 8,950 shares; 2025Q3: 8,950 shares; 2025Q4: 8,631 shares; 2026Q1: 8,631 shares 8,631 $1.98M 0.03% 0 Timeline XVV 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: 35,571 shares 35,571 $1.95M 0.02% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 6,132 shares; 2025Q1: 7,368 shares; 2025Q2: 7,368 shares; 2025Q3: 7,368 shares; 2025Q4: 12,335 shares; 2026Q1: 12,335 shares 12,335 $1.92M 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: 8,810 shares; 2025Q1: 8,554 shares; 2025Q2: 8,429 shares; 2025Q3: 9,219 shares; 2025Q4: 9,100 shares; 2026Q1: 8,565 shares 8,565 $1.9M 0.02% -535 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: 29,401 shares; 2024Q4: 28,527 shares; 2025Q1: 25,254 shares; 2025Q2: 24,902 shares; 2025Q3: 24,051 shares; 2025Q4: 23,168 shares; 2026Q1: 19,772 shares 19,772 $1.89M 0.02% -3,396 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: 28,818 shares; 2024Q4: 29,560 shares; 2025Q1: 27,835 shares; 2025Q2: 28,818 shares; 2025Q3: 29,432 shares; 2025Q4: 28,659 shares; 2026Q1: 28,512 shares 28,512 $1.89M 0.02% -147 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: 1,927 shares; 2024Q4: 58,569 shares; 2025Q1: 78,171 shares; 2025Q2: 102,941 shares; 2025Q3: 106,068 shares; 2025Q4: 70,451 shares; 2026Q1: 9,669 shares 9,669 $1.88M 0.02% -60,782 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,337 shares; 2024Q4: 50,097 shares; 2025Q1: 49,441 shares; 2025Q2: 47,223 shares; 2025Q3: 46,223 shares; 2025Q4: 36,992 shares; 2026Q1: 37,123 shares 37,123 $1.86M 0.02% +131 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,555 shares; 2024Q4: 16,105 shares; 2025Q1: 15,992 shares; 2025Q2: 15,613 shares; 2025Q3: 15,006 shares; 2025Q4: 14,006 shares; 2026Q1: 11,425 shares 11,425 $1.84M 0.02% -2,581 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,144 shares; 2024Q4: 38,025 shares; 2025Q1: 38,025 shares; 2025Q2: 38,025 shares; 2025Q3: 38,025 shares; 2025Q4: 38,025 shares; 2026Q1: 38,025 shares 38,025 $1.82M 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,990 shares; 2025Q1: 3,692 shares; 2025Q2: 4,893 shares; 2025Q3: 4,525 shares; 2025Q4: 4,315 shares; 2026Q1: 4,331 shares 4,331 $1.8M 0.02% +16 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,853 shares; 2024Q4: 17,853 shares; 2025Q1: 18,452 shares; 2025Q2: 18,569 shares; 2025Q3: 18,555 shares; 2025Q4: 18,544 shares; 2026Q1: 18,747 shares 18,747 $1.79M 0.02% +203 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: 29,128 shares; 2024Q4: 27,626 shares; 2025Q1: 27,523 shares; 2025Q2: 27,507 shares; 2025Q3: 27,593 shares; 2025Q4: 27,305 shares; 2026Q1: 15,690 shares 15,690 $1.75M 0.02% -11,615 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: 71,745 shares; 2024Q4: 71,745 shares; 2025Q1: 42,886 shares; 2025Q2: 42,920 shares; 2025Q3: 41,016 shares; 2025Q4: 40,911 shares; 2026Q1: 39,312 shares 39,312 $1.75M 0.02% -1,599 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: 7,925 shares; 2024Q4: 8,329 shares; 2025Q1: 8,088 shares; 2025Q2: 7,992 shares; 2025Q3: 6,270 shares; 2025Q4: 6,240 shares; 2026Q1: 5,589 shares 5,589 $1.72M 0.02% -651 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 5,091 shares; 2025Q1: 4,181 shares; 2025Q2: 4,168 shares; 2025Q3: 4,056 shares; 2025Q4: 4,287 shares; 2026Q1: 4,279 shares 4,279 $1.72M 0.02% -8 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: 9,368 shares; 2024Q4: 10,420 shares; 2025Q1: 10,441 shares; 2025Q2: 10,378 shares; 2025Q3: 10,210 shares; 2025Q4: 10,172 shares; 2026Q1: 10,166 shares 10,166 $1.72M 0.02% -6 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,153 shares; 2024Q4: 111,473 shares; 2025Q1: 104,800 shares; 2025Q2: 87,850 shares; 2025Q3: 87,100 shares; 2025Q4: 101,975 shares; 2026Q1: 96,785 shares 96,785 $1.7M 0.02% -5,190 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: 22,869 shares; 2024Q4: 22,043 shares; 2025Q1: 20,149 shares; 2025Q2: 20,095 shares; 2025Q3: 20,805 shares; 2025Q4: 20,638 shares; 2026Q1: 21,420 shares 21,420 $1.7M 0.02% +782 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,826 shares; 2025Q1: 4,648 shares; 2025Q2: 4,582 shares; 2025Q3: 4,596 shares; 2025Q4: 4,726 shares; 2026Q1: 5,528 shares 5,528 $1.68M 0.02% +802 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 6,314 shares; 2025Q2: 5,513 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares; 2026Q1: 4,915 shares 4,915 $1.68M 0.02% -51 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,844 shares; 2024Q4: 24,051 shares; 2025Q1: 24,398 shares; 2025Q2: 21,698 shares; 2025Q3: 21,834 shares; 2025Q4: 21,541 shares; 2026Q1: 18,058 shares 18,058 $1.65M 0.02% -3,483 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,599 shares; 2025Q1: 4,511 shares; 2025Q2: 4,559 shares; 2025Q3: 4,410 shares; 2025Q4: 4,410 shares; 2026Q1: 4,412 shares 4,412 $1.64M 0.02% +2 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 3,208 shares; 2025Q1: 2,690 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares; 2026Q1: 2,679 shares 2,679 $1.62M 0.02% -12 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: 4,756 shares; 2024Q4: 4,756 shares; 2025Q1: 4,127 shares; 2025Q2: 4,086 shares; 2025Q3: 4,058 shares; 2025Q4: 4,096 shares; 2026Q1: 4,114 shares 4,114 $1.61M 0.02% +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: 19,075 shares; 2024Q4: 17,337 shares; 2025Q1: 17,181 shares; 2025Q2: 16,957 shares; 2025Q3: 16,649 shares; 2025Q4: 14,261 shares; 2026Q1: 13,858 shares 13,858 $1.61M 0.02% -403 Timeline EAGG 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: 40,497 shares; 2024Q4: 34,381 shares; 2025Q1: 33,281 shares; 2025Q2: 33,281 shares; 2025Q3: 34,313 shares; 2025Q4: 34,313 shares; 2026Q1: 33,843 shares 33,843 $1.6M 0.02% -470 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 512 shares; 2025Q1: 539 shares; 2025Q2: 543 shares; 2025Q3: 3,949 shares; 2025Q4: 3,946 shares; 2026Q1: 2,809 shares 2,809 $1.59M 0.02% -1,137 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: 40,423 shares; 2024Q4: 40,423 shares; 2025Q1: 40,423 shares; 2025Q2: 40,423 shares; 2025Q3: 40,423 shares; 2025Q4: 40,423 shares; 2026Q1: 40,423 shares 40,423 $1.56M 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,222 shares; 2024Q4: 20,222 shares; 2025Q1: 20,222 shares; 2025Q2: 20,222 shares; 2025Q3: 20,222 shares; 2025Q4: 19,122 shares; 2026Q1: 18,197 shares 18,197 $1.55M 0.02% -925 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,375 shares; 2025Q2: 5,375 shares; 2025Q3: 5,370 shares; 2025Q4: 5,370 shares; 2026Q1: 5,370 shares 5,370 $1.46M 0.02% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,601 shares; 2025Q2: 9,101 shares; 2025Q3: 9,116 shares; 2025Q4: 9,116 shares; 2026Q1: 9,119 shares 9,119 $1.42M 0.02% +3 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,271 shares; 2024Q4: 6,296 shares; 2025Q1: 6,597 shares; 2025Q2: 6,493 shares; 2025Q3: 15,707 shares; 2025Q4: 15,189 shares; 2026Q1: 14,856 shares 14,856 $1.4M 0.02% -333 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: 45,970 shares; 2024Q4: 44,470 shares; 2025Q1: 42,580 shares; 2025Q2: 42,742 shares; 2025Q3: 42,739 shares; 2025Q4: 42,525 shares; 2026Q1: 42,562 shares 42,562 $1.39M 0.02% +37 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 3,345 shares; 2025Q2: 3,345 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares; 2026Q1: 3,345 shares 3,345 $1.36M 0.02% 0 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: 6,709 shares; 2024Q4: 6,709 shares; 2025Q1: 11,002 shares; 2025Q2: 11,028 shares; 2025Q3: 11,272 shares; 2025Q4: 10,710 shares; 2026Q1: 10,554 shares 10,554 $1.34M 0.02% -156 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,419 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares; 2026Q1: 2,571 shares 2,571 $1.33M 0.02% +155 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 13,005 shares; 2025Q1: 13,005 shares; 2025Q2: 13,005 shares; 2025Q3: 13,005 shares; 2025Q4: 16,168 shares; 2026Q1: 16,814 shares 16,814 $1.3M 0.02% +646 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,122 shares; 2025Q1: 2,124 shares; 2025Q2: 6,095 shares; 2025Q3: 5,827 shares; 2025Q4: 5,831 shares; 2026Q1: 6,321 shares 6,321 $1.29M 0.02% +490 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: 2,919 shares; 2024Q4: 2,839 shares; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,790 shares; 2025Q4: 2,821 shares; 2026Q1: 2,839 shares 2,839 $1.28M 0.02% +18 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: 17,209 shares; 2024Q4: 17,084 shares; 2025Q1: 17,098 shares; 2025Q2: 17,595 shares; 2025Q3: 17,640 shares; 2025Q4: 16,240 shares; 2026Q1: 15,603 shares 15,603 $1.23M 0.02% -637 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 10,565 shares; 2025Q1: 10,547 shares; 2025Q2: 10,551 shares; 2025Q3: 10,551 shares; 2025Q4: 18,638 shares; 2026Q1: 10,587 shares 10,587 $1.21M 0.02% -8,051 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: 8,422 shares; 2024Q4: 7,528 shares; 2025Q1: 7,410 shares; 2025Q2: 7,572 shares; 2025Q3: 7,455 shares; 2025Q4: 7,455 shares; 2026Q1: 7,502 shares 7,502 $1.2M 0.02% +47 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: 6,629 shares; 2024Q4: 4,841 shares; 2025Q1: 4,725 shares; 2025Q2: 4,649 shares; 2025Q3: 4,182 shares; 2025Q4: 4,068 shares; 2026Q1: 3,960 shares 3,960 $1.19M 0.02% -108 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,855 shares; 2024Q4: 16,180 shares; 2025Q1: 11,382 shares; 2025Q2: 11,826 shares; 2025Q3: 11,780 shares; 2025Q4: 11,830 shares; 2026Q1: 11,636 shares 11,636 $1.19M 0.02% -194 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,051 shares; 2024Q4: 110,031 shares; 2025Q1: 77,774 shares; 2025Q2: 70,290 shares; 2025Q3: 58,737 shares; 2025Q4: 48,828 shares; 2026Q1: 43,660 shares 43,660 $1.18M 0.02% -5,168 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,069 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,118 shares; 2025Q4: 1,025 shares; 2026Q1: 994 shares 994 $1.14M 0.01% -31 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: 5,158 shares; 2024Q4: 5,158 shares; 2025Q1: 5,124 shares; 2025Q2: 5,123 shares; 2025Q3: 4,783 shares; 2025Q4: 5,401 shares; 2026Q1: 5,112 shares 5,112 $1.13M 0.01% -289 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: 17,418 shares; 2024Q4: 15,417 shares; 2025Q1: 15,289 shares; 2025Q2: 15,114 shares; 2025Q3: 15,299 shares; 2025Q4: 15,259 shares; 2026Q1: 15,191 shares 15,191 $1.12M 0.01% -68 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,487 shares; 2024Q4: 10,435 shares; 2025Q1: 7,736 shares; 2025Q2: 7,886 shares; 2025Q3: 8,342 shares; 2025Q4: 8,643 shares; 2026Q1: 8,233 shares 8,233 $1.11M 0.01% -410 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,103 shares; 2024Q4: 12,103 shares; 2025Q1: 12,302 shares; 2025Q2: 11,825 shares; 2025Q3: 11,900 shares; 2025Q4: 11,203 shares; 2026Q1: 11,252 shares 11,252 $1.1M 0.01% +49 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 3,868 shares; 2026Q1: 3,785 shares 3,785 $1.09M 0.01% -83 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: 3,492 shares; 2024Q4: 8,697 shares; 2025Q1: 7,482 shares; 2025Q2: 7,874 shares; 2025Q3: 7,966 shares; 2025Q4: 8,161 shares; 2026Q1: 7,987 shares 7,987 $1.06M 0.01% -174 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,618 shares; 2025Q1: 3,618 shares; 2025Q2: 3,618 shares; 2025Q3: 3,618 shares; 2025Q4: 6,196 shares; 2026Q1: 5,759 shares 5,759 $1.03M 0.01% -437 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: 5,960 shares; 2025Q1: 5,963 shares; 2025Q2: 5,965 shares; 2025Q3: 6,069 shares; 2025Q4: 6,207 shares; 2026Q1: 5,966 shares 5,966 $1.03M 0.01% -241 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,236 shares; 2024Q4: 163,236 shares; 2025Q1: 150,236 shares; 2025Q2: 150,236 shares; 2025Q3: 150,236 shares; 2025Q4: 156,236 shares; 2026Q1: 174,236 shares 174,236 $1.03M 0.01% +18,000 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 16,125 shares; 2025Q1: 20,824 shares; 2025Q2: 19,039 shares; 2025Q3: 17,589 shares; 2025Q4: 23,136 shares; 2026Q1: 23,136 shares 23,136 $1.03M 0.01% 0 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: 30,734 shares; 2024Q4: 26,886 shares; 2025Q1: 25,159 shares; 2025Q2: 25,352 shares; 2025Q3: 23,444 shares; 2025Q4: 23,095 shares; 2026Q1: 21,422 shares 21,422 $1.02M 0.01% -1,673 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,246 shares; 2025Q1: 3,259 shares; 2025Q2: 3,257 shares; 2025Q3: 3,257 shares; 2025Q4: 3,188 shares; 2026Q1: 3,275 shares 3,275 $1.02M 0.01% +87 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: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 2,418 shares; 2025Q3: 4,863 shares; 2025Q4: 4,780 shares; 2026Q1: 5,030 shares 5,030 $1.01M 0.01% +250 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: 2,014 shares; 2024Q4: 2,007 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 2,110 shares; 2026Q1: 10,081 shares 10,081 $1M 0.01% +7,971 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,325 shares; 2024Q4: 57,525 shares; 2025Q1: 47,885 shares; 2025Q2: 48,535 shares; 2025Q3: 48,485 shares; 2025Q4: 48,485 shares; 2026Q1: 46,885 shares 46,885 $982K 0.01% -1,600 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,550 shares; 2025Q2: 4,551 shares; 2025Q3: 4,576 shares; 2025Q4: 4,661 shares; 2026Q1: 4,576 shares 4,576 $981K 0.01% -85 Timeline DGRO 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: 6,783 shares; 2024Q4: 6,783 shares; 2025Q1: 14,508 shares; 2025Q2: 14,508 shares; 2025Q3: 13,308 shares; 2025Q4: 13,308 shares; 2026Q1: 13,308 shares 13,308 $970K 0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,610 shares; 2024Q4: 35,458 shares; 2025Q1: 35,508 shares; 2025Q2: 35,508 shares; 2025Q3: 35,508 shares; 2025Q4: 35,584 shares; 2026Q1: 35,584 shares 35,584 $953K 0.01% 0 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,403 shares; 2024Q4: 64,178 shares; 2025Q1: 54,963 shares; 2025Q2: 47,588 shares; 2025Q3: 46,088 shares; 2025Q4: 55,363 shares; 2026Q1: 54,863 shares 54,863 $948K 0.01% -500 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,474 shares; 2025Q1: 7,074 shares; 2025Q2: 6,061 shares; 2025Q3: 6,063 shares; 2025Q4: 6,065 shares; 2026Q1: 6,067 shares 6,067 $942K 0.01% +2 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 9,297 shares; 2025Q1: 10,042 shares; 2025Q2: 10,685 shares; 2025Q3: 11,388 shares; 2025Q4: 13,716 shares; 2026Q1: 14,981 shares 14,981 $935K 0.01% +1,265 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,148 shares; 2024Q4: 37,324 shares; 2025Q1: 22,949 shares; 2025Q2: 22,089 shares; 2025Q3: 20,610 shares; 2025Q4: 16,030 shares; 2026Q1: 11,654 shares 11,654 $925K 0.01% -4,376 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 5,168 shares; 2025Q1: 6,680 shares; 2025Q2: 6,680 shares; 2025Q3: 6,680 shares; 2025Q4: 9,085 shares; 2026Q1: 9,085 shares 9,085 $922K 0.01% 0 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: 268 shares; 2024Q4: 256 shares; 2025Q1: 318 shares; 2025Q2: 485 shares; 2025Q3: 524 shares; 2025Q4: 5,716 shares; 2026Q1: 10,095 shares 10,095 $919K 0.01% +4,379 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: 10,342 shares; 2024Q4: 10,112 shares; 2025Q1: 9,849 shares; 2025Q2: 9,579 shares; 2025Q3: 9,553 shares; 2025Q4: 9,549 shares; 2026Q1: 9,572 shares 9,572 $919K 0.01% +23 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: 7,213 shares; 2024Q4: 7,173 shares; 2025Q1: 6,749 shares; 2025Q2: 6,716 shares; 2025Q3: 6,716 shares; 2025Q4: 5,916 shares; 2026Q1: 5,835 shares 5,835 $917K 0.01% -81 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,992 shares; 2024Q4: 36,180 shares; 2025Q1: 36,290 shares; 2025Q2: 36,425 shares; 2025Q3: 36,440 shares; 2025Q4: 29,089 shares; 2026Q1: 28,024 shares 28,024 $902K 0.01% -1,065 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,373 shares; 2024Q4: 16,217 shares; 2025Q1: 15,972 shares; 2025Q2: 15,620 shares; 2025Q3: 14,999 shares; 2025Q4: 14,703 shares; 2026Q1: 14,539 shares 14,539 $886K 0.01% -164 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,498 shares; 2025Q1: 11,498 shares; 2025Q2: 11,498 shares; 2025Q3: 11,498 shares; 2025Q4: 17,250 shares; 2026Q1: 17,250 shares 17,250 $873K 0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 7,288 shares; 2025Q1: 7,538 shares; 2025Q2: 7,623 shares; 2025Q3: 7,127 shares; 2025Q4: 7,127 shares; 2026Q1: 7,062 shares 7,062 $865K 0.01% -65 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,007 shares; 2025Q1: 4,051 shares; 2025Q2: 4,027 shares; 2025Q3: 4,007 shares; 2025Q4: 4,007 shares; 2026Q1: 4,007 shares 4,007 $803K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,084 shares; 2024Q4: 8,084 shares; 2025Q1: 8,360 shares; 2025Q2: 8,368 shares; 2025Q3: 8,368 shares; 2025Q4: 8,368 shares; 2026Q1: 8,368 shares 8,368 $797K 0.01% 0 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: 5,941 shares; 2024Q4: 5,763 shares; 2025Q1: 5,763 shares; 2025Q2: 5,763 shares; 2025Q3: 5,763 shares; 2025Q4: 5,763 shares; 2026Q1: 5,888 shares 5,888 $797K 0.01% +125 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $782K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,600 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $781K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 3,200 shares; 2025Q1: 7,646 shares; 2025Q2: 7,685 shares; 2025Q3: 7,750 shares; 2025Q4: 7,587 shares; 2026Q1: 6,545 shares 6,545 $766K 0.01% -1,042 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,737 shares; 2024Q4: 7,194 shares; 2025Q1: 7,119 shares; 2025Q2: 7,132 shares; 2025Q3: 7,119 shares; 2025Q4: 8,452 shares; 2026Q1: 8,452 shares 8,452 $754K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 10,120 shares; 2025Q1: 10,120 shares; 2025Q2: 10,120 shares; 2025Q3: 10,120 shares; 2025Q4: 10,120 shares; 2026Q1: 10,120 shares 10,120 $746K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 7,356 shares; 2025Q1: 7,358 shares; 2025Q2: 7,158 shares; 2025Q3: 7,058 shares; 2025Q4: 6,758 shares; 2026Q1: 6,766 shares 6,766 $740K 0.01% +8 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: 2,773 shares; 2024Q4: 2,773 shares; 2025Q1: 2,707 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,706 shares; 2026Q1: 2,617 shares 2,617 $731K 0.01% -89 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,050 shares; 2024Q4: 24,050 shares; 2025Q1: 24,006 shares; 2025Q2: 23,359 shares; 2025Q3: 23,433 shares; 2025Q4: 23,515 shares; 2026Q1: 22,828 shares 22,828 $730K 0.01% -687 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 4,484 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,534 shares; 2026Q1: 4,640 shares 4,640 $726K 0.01% +106 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,206 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,092 shares; 2025Q4: 4,096 shares; 2026Q1: 3,927 shares 3,927 $715K 0.01% -169 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,869 shares; 2024Q4: 34,869 shares; 2025Q1: 33,571 shares; 2025Q2: 30,846 shares; 2025Q3: 31,032 shares; 2025Q4: 31,323 shares; 2026Q1: 28,984 shares 28,984 $715K 0.01% -2,339 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: 7,548 shares; 2024Q4: 7,355 shares; 2025Q1: 5,930 shares; 2025Q2: 5,905 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares; 2026Q1: 4,630 shares 4,630 $711K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,129 shares; 2024Q4: 7,129 shares; 2025Q1: 6,903 shares; 2025Q2: 6,901 shares; 2025Q3: 6,826 shares; 2025Q4: 6,843 shares; 2026Q1: 6,814 shares 6,814 $709K 0.01% -29 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 4,045 shares; 2025Q1: 3,921 shares; 2025Q2: 3,911 shares; 2025Q3: 3,760 shares; 2025Q4: 3,029 shares; 2026Q1: 2,960 shares 2,960 $704K 0.01% -69 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: 323,858 shares; 2024Q4: 303,081 shares; 2025Q1: 250,259 shares; 2025Q2: 64,605 shares; 2025Q3: 47,846 shares; 2025Q4: 26,019 shares; 2026Q1: 16,167 shares 16,167 $697K 0.01% -9,852 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 5,150 shares; 2025Q1: 5,857 shares; 2025Q2: 5,856 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,815 shares 2,815 $694K 0.01% +2 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS 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: 7,330 shares; 2026Q1: 7,330 shares 7,330 $690K 0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,643 shares; 2024Q4: 21,055 shares; 2025Q1: 18,358 shares; 2025Q2: 15,436 shares; 2025Q3: 15,215 shares; 2025Q4: 14,286 shares; 2026Q1: 13,629 shares 13,629 $685K 0.01% -657 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,258 shares 8,258 $675K 0.01% +258 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,056 shares; 2024Q4: 8,056 shares; 2025Q1: 8,056 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares; 2025Q4: 6,804 shares; 2026Q1: 6,119 shares 6,119 $673K 0.01% -685 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 292 shares; 2025Q1: 343 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares 1,581 $659K 0.01% 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: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,625 shares; 2025Q2: 1,624 shares; 2025Q3: 1,625 shares; 2025Q4: 1,464 shares; 2026Q1: 1,462 shares 1,462 $657K 0.01% -2 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 31,326 shares; 2025Q1: 29,223 shares; 2025Q2: 29,040 shares; 2025Q3: 28,430 shares; 2025Q4: 49,412 shares; 2026Q1: 20,566 shares 20,566 $648K 0.01% -28,846 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 470 shares; 2025Q2: 3,416 shares; 2025Q3: 3,452 shares; 2025Q4: 3,452 shares; 2026Q1: 3,297 shares 3,297 $626K 0.01% -155 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: 3,841 shares; 2024Q4: 3,836 shares; 2025Q1: 3,784 shares; 2025Q2: 3,421 shares; 2025Q3: 3,084 shares; 2025Q4: 2,819 shares; 2026Q1: 2,458 shares 2,458 $624K 0.01% -361 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 4,602 shares; 2025Q2: 4,673 shares; 2025Q3: 4,505 shares; 2025Q4: 4,646 shares; 2026Q1: 4,647 shares 4,647 $622K 0.01% +1 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: 24,009 shares; 2024Q4: 22,139 shares; 2025Q1: 20,632 shares; 2025Q2: 21,502 shares; 2025Q3: 21,232 shares; 2025Q4: 19,947 shares; 2026Q1: 17,993 shares 17,993 $619K 0.01% -1,954 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 3,879 shares; 2026Q1: 3,837 shares 3,837 $618K 0.01% -42 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares; 2025Q1: 1,473 shares; 2025Q2: 1,433 shares; 2025Q3: 1,391 shares; 2025Q4: 1,383 shares; 2026Q1: 1,395 shares 1,395 $610K 0.01% +12 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: 72,395 shares; 2024Q4: 67,386 shares; 2025Q1: 15,379 shares; 2025Q2: 8,234 shares; 2025Q3: 6,824 shares; 2025Q4: 6,486 shares; 2026Q1: 6,319 shares 6,319 $609K 0.01% -167 Timeline ICF 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 8,460 shares; 2025Q2: 6,730 shares; 2025Q3: 6,630 shares; 2025Q4: 8,348 shares; 2026Q1: 8,940 shares 8,940 $602K 0.01% +592 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,885 shares; 2024Q4: 13,985 shares; 2025Q1: 13,985 shares; 2025Q2: 13,985 shares; 2025Q3: 12,585 shares; 2025Q4: 12,585 shares; 2026Q1: 12,085 shares 12,085 $600K 0.01% -500 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,602 shares; 2024Q4: 37,611 shares; 2025Q1: 37,621 shares; 2025Q2: 37,693 shares; 2025Q3: 37,703 shares; 2025Q4: 37,713 shares; 2026Q1: 37,723 shares 37,723 $598K 0.01% +10 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,580 shares; 2025Q1: 6,500 shares; 2025Q2: 6,425 shares; 2025Q3: 6,425 shares; 2025Q4: 6,714 shares; 2026Q1: 7,259 shares 7,259 $597K 0.01% +545 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,100 shares; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares 11,100 $595K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,457 shares; 2025Q1: 3,593 shares; 2025Q2: 3,202 shares; 2025Q3: 3,093 shares; 2025Q4: 3,093 shares; 2026Q1: 3,116 shares 3,116 $585K 0.01% +23 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 7,703 shares; 2025Q1: 7,704 shares; 2025Q2: 7,703 shares; 2025Q3: 7,773 shares; 2025Q4: 7,739 shares; 2026Q1: 7,753 shares 7,753 $580K 0.01% +14 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,714 shares; 2024Q4: 5,949 shares; 2025Q1: 5,823 shares; 2025Q2: 5,608 shares; 2025Q3: 5,248 shares; 2025Q4: 4,724 shares; 2026Q1: 4,581 shares 4,581 $578K 0.01% -143 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 7,000 shares; 2025Q1: 7,103 shares; 2025Q2: 7,105 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares; 2026Q1: 7,203 shares 7,203 $559K 0.01% +13 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: 2,054 shares; 2025Q1: 2,061 shares; 2025Q2: 2,012 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares; 2026Q1: 2,104 shares 2,104 $544K 0.01% -53 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 9,700 shares 9,700 $541K 0.01% +1,300 Timeline ESGU 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: 1,428 shares; 2024Q4: 1,099 shares; 2025Q1: 1,355 shares; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 3,412 shares 3,412 $534K 0.01% +2,118 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 7,270 shares; 2025Q1: 7,270 shares; 2025Q2: 7,272 shares; 2025Q3: 7,272 shares; 2025Q4: 7,272 shares; 2026Q1: 7,272 shares 7,272 $524K 0.01% 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: 10,200 shares; 2024Q4: 10,573 shares; 2025Q1: 9,909 shares; 2025Q2: 10,229 shares; 2025Q3: 9,779 shares; 2025Q4: 9,268 shares; 2026Q1: 6,874 shares 6,874 $522K 0.01% -2,394 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,701 shares; 2025Q2: 4,700 shares; 2025Q3: 4,731 shares; 2025Q4: 4,731 shares; 2026Q1: 4,700 shares 4,700 $521K 0.01% -31 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: 9,608 shares; 2024Q4: 8,970 shares; 2025Q1: 8,574 shares; 2025Q2: 9,781 shares; 2025Q3: 9,699 shares; 2025Q4: 9,499 shares; 2026Q1: 9,211 shares 9,211 $512K 0.01% -288 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,375 shares; 2025Q1: 6,242 shares; 2025Q2: 6,004 shares; 2025Q3: 6,082 shares; 2025Q4: 6,082 shares; 2026Q1: 6,095 shares 6,095 $508K 0.01% +13 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,629 shares 3,629 $507K 0.01% +2 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,722 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,648 shares; 2025Q4: 1,682 shares; 2026Q1: 1,445 shares 1,445 $502K 0.01% -237 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,739 shares; 2025Q1: 4,564 shares; 2025Q2: 4,564 shares; 2025Q3: 4,564 shares; 2025Q4: 4,564 shares; 2026Q1: 4,564 shares 4,564 $499K 0.01% 0 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: 5,293 shares; 2024Q4: 4,805 shares; 2025Q1: 4,479 shares; 2025Q2: 4,444 shares; 2025Q3: 5,612 shares; 2025Q4: 4,128 shares; 2026Q1: 4,007 shares 4,007 $498K 0.01% -121 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: 22,920 shares; 2024Q4: 18,401 shares; 2025Q1: 18,491 shares; 2025Q2: 17,842 shares; 2025Q3: 16,401 shares; 2025Q4: 15,592 shares; 2026Q1: 15,818 shares 15,818 $497K 0.01% +226 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,471 shares; 2024Q4: 64,126 shares; 2025Q1: 63,201 shares; 2025Q2: 59,269 shares; 2025Q3: 57,566 shares; 2025Q4: 54,874 shares; 2026Q1: 9,835 shares 9,835 $496K 0.01% -45,039 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,493 shares; 2024Q4: 17,264 shares; 2025Q1: 18,825 shares; 2025Q2: 18,813 shares; 2025Q3: 16,745 shares; 2025Q4: 18,221 shares; 2026Q1: 18,315 shares 18,315 $494K 0.01% +94 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,900 shares; 2024Q4: 37,000 shares; 2025Q1: 40,750 shares; 2025Q2: 40,750 shares; 2025Q3: 40,750 shares; 2025Q4: 40,750 shares; 2026Q1: 40,750 shares 40,750 $483K 0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 3,396 shares; 2025Q1: 3,621 shares; 2025Q2: 3,721 shares; 2025Q3: 3,973 shares; 2025Q4: 3,973 shares; 2026Q1: 3,807 shares 3,807 $479K 0.01% -166 Timeline XJH 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 852 shares; 2026Q1: 9,802 shares 9,802 $476K 0.01% +8,950 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,564 shares; 2025Q2: 8,995 shares; 2025Q3: 10,899 shares; 2025Q4: 10,334 shares; 2026Q1: 10,349 shares 10,349 $467K 0.01% +15 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,746 shares; 2024Q4: 32,746 shares; 2025Q1: 32,746 shares; 2025Q2: 32,746 shares; 2025Q3: 32,746 shares; 2025Q4: 32,746 shares; 2026Q1: 32,746 shares 32,746 $466K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,021 shares; 2025Q3: 9,020 shares; 2025Q4: 9,020 shares; 2026Q1: 9,020 shares 9,020 $460K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,751 shares; 2024Q4: 12,005 shares; 2025Q1: 12,018 shares; 2025Q2: 14,784 shares; 2025Q3: 14,784 shares; 2025Q4: 14,784 shares; 2026Q1: 27,668 shares 27,668 $447K 0.01% +12,884 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,403 shares; 2025Q2: 3,803 shares; 2025Q3: 3,803 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $445K 0.01% 0 Timeline ESGE 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: 5,580 shares; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 5,525 shares; 2025Q4: 5,525 shares; 2026Q1: 8,600 shares 8,600 $441K 0.01% +3,075 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,255 shares; 2024Q4: 10,255 shares; 2025Q1: 10,255 shares; 2025Q2: 10,255 shares; 2025Q3: 10,255 shares; 2025Q4: 10,255 shares; 2026Q1: 10,255 shares 10,255 $433K 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $433K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,446 shares; 2026Q1: 6,073 shares 6,073 $432K 0.01% -373 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 15,231 shares; 2025Q1: 15,996 shares; 2025Q2: 15,996 shares; 2025Q3: 16,581 shares; 2025Q4: 16,581 shares; 2026Q1: 17,816 shares 17,816 $432K 0.01% +1,235 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,378 shares; 2024Q4: 10,298 shares; 2025Q1: 10,162 shares; 2025Q2: 10,177 shares; 2025Q3: 10,177 shares; 2025Q4: 8,662 shares; 2026Q1: 8,704 shares 8,704 $431K 0.01% +42 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $430K 0.01% 0 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: 3,111 shares; 2024Q4: 3,111 shares; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: 2,892 shares; 2025Q4: 2,892 shares; 2026Q1: 2,892 shares 2,892 $427K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,155 shares; 2025Q2: 4,162 shares; 2025Q3: 4,218 shares; 2025Q4: 4,218 shares; 2026Q1: 4,218 shares 4,218 $420K 0.01% 0 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares; 2026Q1: 8,850 shares 8,850 $418K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 6,525 shares; 2025Q1: 6,525 shares; 2025Q2: 6,333 shares; 2025Q3: 4,225 shares; 2025Q4: 4,225 shares; 2026Q1: 4,225 shares 4,225 $417K 0.01% 0 Timeline XBI 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: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares 3,120 $417K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 6,070 shares; 2025Q1: 9,072 shares; 2025Q2: 9,080 shares; 2025Q3: 5,574 shares; 2025Q4: 5,574 shares; 2026Q1: 5,574 shares 5,574 $414K 0.01% 0 Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares 10,600 $412K 0.01% 0 Timeline AGGM 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: 5,470 shares; 2024Q4: 5,345 shares; 2025Q1: 5,220 shares; 2025Q2: 4,095 shares; 2025Q3: 4,095 shares; 2025Q4: 4,095 shares; 2026Q1: 3,970 shares 3,970 $412K 0.01% -125 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 5,975 shares; 2025Q1: 5,975 shares; 2025Q2: 5,975 shares; 2025Q3: 5,975 shares; 2025Q4: 8,961 shares; 2026Q1: 8,961 shares 8,961 $403K 0.01% 0 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: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares 2,760 $402K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,295 shares; 2025Q1: 4,622 shares; 2025Q2: 4,822 shares; 2025Q3: 4,852 shares; 2025Q4: 4,352 shares; 2026Q1: 4,148 shares 4,148 $402K 0.01% -204 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,664 shares; 2025Q4: 2,512 shares; 2026Q1: 2,500 shares 2,500 $402K 0.01% -12 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: 16,643 shares; 2024Q4: 14,643 shares; 2025Q1: 14,133 shares; 2025Q2: 14,127 shares; 2025Q3: 14,738 shares; 2025Q4: 14,355 shares; 2026Q1: 13,874 shares 13,874 $398K 0.01% -481 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,455 shares; 2024Q4: 14,455 shares; 2025Q1: 14,455 shares; 2025Q2: 14,455 shares; 2025Q3: 14,455 shares; 2025Q4: 14,455 shares; 2026Q1: 14,455 shares 14,455 $396K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 4,218 shares; 2025Q1: 4,104 shares; 2025Q2: 4,150 shares; 2025Q3: 1,377 shares; 2025Q4: 1,332 shares; 2026Q1: 1,365 shares 1,365 $396K 0.01% +33 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: 8,379 shares; 2026Q1: 6,697 shares 6,697 $393K 0.01% -1,682 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 4,327 shares; 2025Q1: 4,036 shares; 2025Q2: 4,036 shares; 2025Q3: 4,036 shares; 2025Q4: 4,036 shares; 2026Q1: 4,036 shares 4,036 $390K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 513 shares 513 $389K <0.01% +13 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,316 shares; 2025Q1: 11,362 shares; 2025Q2: 11,651 shares; 2025Q3: 8,349 shares; 2025Q4: 7,501 shares; 2026Q1: 7,614 shares 7,614 $384K <0.01% +113 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 4,200 shares; 2025Q1: 4,103 shares; 2025Q2: 4,100 shares; 2025Q3: 4,143 shares; 2025Q4: 3,636 shares; 2026Q1: 3,690 shares 3,690 $381K <0.01% +54 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,355 shares; 2024Q4: 26,650 shares; 2025Q1: 7,865 shares; 2025Q2: 7,585 shares; 2025Q3: 4,696 shares; 2025Q4: 5,942 shares; 2026Q1: 4,498 shares 4,498 $369K <0.01% -1,444 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,171 shares; 2024Q4: 28,956 shares; 2025Q1: 23,581 shares; 2025Q2: 22,131 shares; 2025Q3: 22,131 shares; 2025Q4: 20,391 shares; 2026Q1: 19,476 shares 19,476 $361K <0.01% -915 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 404 shares; 2026Q1: 1,011 shares 1,011 $359K <0.01% +607 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,394 shares; 2024Q4: 8,394 shares; 2025Q1: 14,550 shares; 2025Q2: 14,624 shares; 2025Q3: 14,624 shares; 2025Q4: 14,174 shares; 2026Q1: 14,180 shares 14,180 $357K <0.01% +6 Timeline MDYG 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: 3,801 shares; 2024Q4: 3,674 shares; 2025Q1: 3,357 shares; 2025Q2: 3,357 shares; 2025Q3: 3,357 shares; 2025Q4: 3,359 shares; 2026Q1: 3,359 shares 3,359 $349K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,651 shares; 2025Q2: 1,650 shares; 2025Q3: 1,662 shares; 2025Q4: 1,670 shares; 2026Q1: 1,671 shares 1,671 $346K <0.01% +1 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 5,564 shares; 2025Q1: 5,783 shares; 2025Q2: 5,785 shares; 2025Q3: 5,831 shares; 2025Q4: 5,785 shares; 2026Q1: 5,839 shares 5,839 $345K <0.01% +54 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,781 shares; 2024Q4: 20,781 shares; 2025Q1: 25,326 shares; 2025Q2: 25,326 shares; 2025Q3: 25,326 shares; 2025Q4: 20,781 shares; 2026Q1: 20,781 shares 20,781 $344K <0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,843 shares; 2026Q1: 3,843 shares 3,843 $339K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,394 shares; 2025Q2: 1,371 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,163 shares 1,163 $338K <0.01% +17 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,400 shares; 2024Q4: 24,400 shares; 2025Q1: 26,400 shares; 2025Q2: 26,400 shares; 2025Q3: 26,400 shares; 2025Q4: 26,400 shares; 2026Q1: 26,400 shares 26,400 $336K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,451 shares; 2025Q1: 2,275 shares; 2025Q2: 2,319 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,323 shares 2,323 $325K <0.01% +28 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,516 shares 3,516 $325K <0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,271 shares; 2025Q1: 7,271 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares 6,800 $325K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200 $322K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,170 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 3,679 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares 3,005 $319K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 850 shares; 2025Q1: 1,239 shares; 2025Q2: 2,028 shares; 2025Q3: 2,064 shares; 2025Q4: 2,093 shares; 2026Q1: 2,171 shares 2,171 $317K <0.01% +78 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,319 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 5,116 shares; 2026Q1: 4,597 shares 4,597 $314K <0.01% -519 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 3,894 shares; 2025Q1: 4,111 shares; 2025Q2: 4,043 shares; 2025Q3: 3,973 shares; 2025Q4: 3,974 shares; 2026Q1: 3,781 shares 3,781 $309K <0.01% -193 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,417 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 3,448 shares; 2025Q4: 3,436 shares; 2026Q1: 3,248 shares 3,248 $306K <0.01% -188 Timeline SOXX 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 677 shares; 2026Q1: 660 shares 660 $305K <0.01% -17 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,574 shares; 2025Q1: 4,285 shares; 2025Q2: 4,255 shares; 2025Q3: 3,970 shares; 2025Q4: 3,962 shares; 2026Q1: 3,447 shares 3,447 $304K <0.01% -515 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,000 shares 7,000 $304K <0.01% -500 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,263 shares; 2025Q1: 5,815 shares; 2025Q2: 4,390 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares 1,403 $297K <0.01% 0 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,222 shares; 2026Q1: 3,222 shares 3,222 $297K <0.01% 0 Timeline EUSB 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: 6,762 shares; 2024Q4: 6,762 shares; 2025Q1: 6,762 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,762 shares; 2026Q1: 6,762 shares 6,762 $294K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 585 shares; 2026Q1: 585 shares 585 $287K <0.01% 0 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: 9,277 shares; 2024Q4: 6,805 shares; 2025Q1: 6,675 shares; 2025Q2: 4,936 shares; 2025Q3: 5,032 shares; 2025Q4: 4,574 shares; 2026Q1: 3,601 shares 3,601 $282K <0.01% -973 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,814 shares; 2024Q4: 31,331 shares; 2025Q1: 27,096 shares; 2025Q2: 26,696 shares; 2025Q3: 26,696 shares; 2025Q4: 16,731 shares; 2026Q1: 11,981 shares 11,981 $279K <0.01% -4,750 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: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 5,530 shares; 2026Q1: 6,001 shares 6,001 $278K <0.01% +471 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,450 shares; 2025Q3: 1,445 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares 1,465 $276K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 2,873 shares; 2025Q1: 2,873 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 3,028 shares; 2026Q1: 3,605 shares 3,605 $275K <0.01% +577 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares; 2026Q1: 2,610 shares 2,610 $274K <0.01% +9 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: 1,548 shares; 2024Q4: 1,521 shares; 2025Q1: 1,245 shares; 2025Q2: 971 shares; 2025Q3: 1,530 shares; 2025Q4: 1,332 shares; 2026Q1: 1,370 shares 1,370 $273K <0.01% +38 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,521 shares; 2024Q4: 40,521 shares; 2025Q1: 15,340 shares; 2025Q2: 12,345 shares; 2025Q3: 11,805 shares; 2025Q4: 11,800 shares; 2026Q1: 11,870 shares 11,870 $273K <0.01% +70 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 932 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,101 shares 1,101 $273K <0.01% -54 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,290 shares; 2025Q1: 2,406 shares; 2025Q2: 2,404 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares; 2026Q1: 2,409 shares 2,409 $270K <0.01% -20 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 2,600 shares; 2025Q1: 2,309 shares; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,188 shares; 2026Q1: 2,116 shares 2,116 $270K <0.01% -72 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $265K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,476 shares; 2024Q4: 13,476 shares; 2025Q1: 6,124 shares; 2025Q2: 5,955 shares; 2025Q3: 5,817 shares; 2025Q4: 4,724 shares; 2026Q1: 4,746 shares 4,746 $264K <0.01% +22 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: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 362 shares 362 $257K <0.01% +1 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,194 shares 1,194 $253K <0.01% +1 Timeline MSML 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $253K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 561 shares; 2025Q2: 560 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 381 shares 381 $250K <0.01% +21 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 510 shares; 2025Q1: 512 shares; 2025Q2: 516 shares; 2025Q3: 788 shares; 2025Q4: 790 shares; 2026Q1: 775 shares 775 $249K <0.01% -15 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,433 shares; 2025Q3: 6,433 shares; 2025Q4: 6,433 shares; 2026Q1: 6,433 shares 6,433 $249K <0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,191 shares; 2025Q1: 5,191 shares; 2025Q2: 4,741 shares; 2025Q3: 4,741 shares; 2025Q4: 4,741 shares; 2026Q1: 4,741 shares 4,741 $248K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 373 shares; 2025Q2: 603 shares; 2025Q3: 518 shares; 2025Q4: 530 shares; 2026Q1: 526 shares 526 $247K <0.01% -4 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 600 shares; 2025Q4: 601 shares; 2026Q1: 570 shares 570 $245K <0.01% -31 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 17,275 shares; 2025Q1: 4,919 shares; 2025Q2: 4,687 shares; 2025Q3: 3,479 shares; 2025Q4: 2,077 shares; 2026Q1: 1,628 shares 1,628 $242K <0.01% -449 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: 6,888 shares; 2024Q4: 5,967 shares; 2025Q1: 5,427 shares; 2025Q2: 5,427 shares; 2025Q3: 5,427 shares; 2025Q4: 5,427 shares; 2026Q1: 5,427 shares 5,427 $239K <0.01% 0 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 6,354 shares; 2025Q1: 6,354 shares; 2025Q2: 6,354 shares; 2025Q3: 6,354 shares; 2025Q4: 6,354 shares; 2026Q1: 5,290 shares 5,290 $238K <0.01% -1,064 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,020 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $236K <0.01% 0 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $233K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 1,852 shares; 2025Q1: 1,757 shares; 2025Q2: 1,435 shares; 2025Q3: 1,118 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595 $232K <0.01% 0 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: 1,510 shares; 2024Q4: 7,050 shares; 2025Q1: 7,180 shares; 2025Q2: 6,269 shares; 2025Q3: 6,019 shares; 2025Q4: 8,598 shares; 2026Q1: 7,143 shares 7,143 $231K <0.01% -1,455 Timeline XJR 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: 4,810 shares 4,810 $230K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 822 shares; 2025Q3: 810 shares; 2025Q4: 822 shares; 2026Q1: 810 shares 810 $230K <0.01% -12 Timeline SPMB 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: 10,341 shares; 2024Q4: 10,341 shares; 2025Q1: 10,341 shares; 2025Q2: 10,341 shares; 2025Q3: 10,341 shares; 2025Q4: 10,341 shares; 2026Q1: 10,341 shares 10,341 $230K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 6,702 shares; 2025Q2: 5,100 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares; 2026Q1: 2,530 shares 2,530 $230K <0.01% -1,440 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 151 shares; 2025Q2: 150 shares; 2025Q3: 421 shares; 2025Q4: 422 shares; 2026Q1: 460 shares 460 $229K <0.01% +38 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 2,312 shares; 2025Q1: 2,313 shares; 2025Q2: 2,315 shares; 2025Q3: 2,392 shares; 2025Q4: 2,394 shares; 2026Q1: 2,267 shares 2,267 $228K <0.01% -127 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: 106 shares; 2024Q4: 101 shares; 2025Q1: 107 shares; 2025Q2: 97 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 133 shares 133 $228K <0.01% +3 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 989 shares; 2025Q2: 847 shares; 2025Q3: 856 shares; 2025Q4: 848 shares; 2026Q1: 764 shares 764 $226K <0.01% -84 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445 $226K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 4,090 shares; 2026Q1: 4,090 shares 4,090 $222K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 2,270 shares; 2025Q2: 1,801 shares; 2025Q3: 1,801 shares; 2025Q4: 1,801 shares; 2026Q1: 1,801 shares 1,801 $222K <0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,463 shares; 2025Q3: 4,463 shares; 2025Q4: 4,463 shares; 2026Q1: 4,463 shares 4,463 $221K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 195 shares; 2026Q1: 3,321 shares 3,321 $219K <0.01% +3,126 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,391 shares; 2025Q1: 2,394 shares; 2025Q2: 2,395 shares; 2025Q3: 2,367 shares; 2025Q4: 2,456 shares; 2026Q1: 2,437 shares 2,437 $217K <0.01% -19 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,584 shares; 2025Q1: 4,584 shares; 2025Q2: 4,595 shares; 2025Q3: 4,653 shares; 2025Q4: 3,603 shares; 2026Q1: 3,603 shares 3,603 $216K <0.01% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $211K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 6,755 shares; 2025Q1: 6,923 shares; 2025Q2: 6,824 shares; 2025Q3: 7,792 shares; 2025Q4: 3,709 shares; 2026Q1: 3,356 shares 3,356 $211K <0.01% -353 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 982 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 735 shares 735 $210K <0.01% +100 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,520 shares; 2026Q1: 2,576 shares 2,576 $209K <0.01% -944 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,504 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,054 shares; 2026Q1: 2,015 shares 2,015 $209K <0.01% -39 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $208K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 11,431 shares; 2025Q1: 11,420 shares; 2025Q2: 9,947 shares; 2025Q3: 9,908 shares; 2025Q4: 9,877 shares; 2026Q1: 9,922 shares 9,922 $206K <0.01% +45 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares 4,300 $205K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 1,112 shares 1,112 $204K <0.01% new Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 3,775 shares; 2026Q1: 3,775 shares 3,775 $200K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 488 shares; 2025Q2: 537 shares; 2025Q3: 1,187 shares; 2025Q4: 1,307 shares; 2026Q1: 965 shares 965 $198K <0.01% -342 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,077 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $197K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,929 shares; 2025Q1: 1,325 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,752 shares 1,752 $197K <0.01% +429 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 1,004 shares; 2025Q1: 910 shares; 2025Q2: 945 shares; 2025Q3: 934 shares; 2025Q4: 1,034 shares; 2026Q1: 929 shares 929 $197K <0.01% -105 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $194K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,817 shares; 2024Q4: 34,252 shares; 2025Q1: 21,938 shares; 2025Q2: 21,760 shares; 2025Q3: 15,645 shares; 2025Q4: 8,754 shares; 2026Q1: 8,378 shares 8,378 $194K <0.01% -376 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,208 shares; 2025Q2: 1,205 shares; 2025Q3: 1,207 shares; 2025Q4: 1,249 shares; 2026Q1: 1,358 shares 1,358 $192K <0.01% +109 Timeline EXI 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: 1,000 shares 1,000 $192K <0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,569 shares; 2024Q4: 12,151 shares; 2025Q1: 5,712 shares; 2025Q2: 5,810 shares; 2025Q3: 4,982 shares; 2025Q4: 4,175 shares; 2026Q1: 4,011 shares 4,011 $192K <0.01% -164 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: 1,766 shares; 2024Q4: 1,026 shares; 2025Q1: 1,030 shares; 2025Q2: 1,156 shares; 2025Q3: 2,622 shares; 2025Q4: 2,622 shares; 2026Q1: 2,762 shares 2,762 $191K <0.01% +140 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 129 shares; 2025Q1: 130 shares; 2025Q2: 381 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 391 shares 391 $190K <0.01% -4 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: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $190K <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,515 shares; 2025Q1: 1,518 shares; 2025Q2: 1,523 shares; 2025Q3: 1,527 shares; 2025Q4: 1,532 shares; 2026Q1: 2,086 shares 2,086 $188K <0.01% +554 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $186K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,326 shares; 2025Q1: 2,361 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares; 2026Q1: 1,176 shares 1,176 $184K <0.01% -1,150 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,962 shares; 2025Q1: 1,964 shares; 2025Q2: 1,962 shares; 2025Q3: 1,967 shares; 2025Q4: 1,964 shares; 2026Q1: 1,970 shares 1,970 $183K <0.01% +6 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 1,978 shares; 2026Q1: 1,978 shares 1,978 $183K <0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $182K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,803 shares 3,803 $182K <0.01% +3 Timeline EEMV 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: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 5,940 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 2,570 shares 2,570 $181K <0.01% +930 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares; 2025Q4: 2,248 shares; 2026Q1: 3,318 shares 3,318 $180K <0.01% +1,070 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,052 shares; 2025Q1: 2,153 shares; 2025Q2: 2,155 shares; 2025Q3: 3,050 shares; 2025Q4: 2,317 shares; 2026Q1: 2,336 shares 2,336 $177K <0.01% +19 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: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 345 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 985 shares 985 $176K <0.01% +663 Timeline EPI 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $176K <0.01% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,550 shares 1,550 $175K <0.01% +300 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225 $171K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $170K <0.01% 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: 5,986 shares; 2024Q4: 3,264 shares; 2025Q1: 2,432 shares; 2025Q2: 2,431 shares; 2025Q3: 2,499 shares; 2025Q4: 2,692 shares; 2026Q1: 2,700 shares 2,700 $170K <0.01% +8 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $167K <0.01% 0 Timeline PRF 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: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,973 shares; 2025Q3: 3,243 shares; 2025Q4: 3,243 shares; 2026Q1: 3,243 shares 3,243 $167K <0.01% 0 Timeline IGV 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: 1,950 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 2,035 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares 1,870 $165K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 457 shares; 2025Q1: 602 shares; 2025Q2: 612 shares; 2025Q3: 632 shares; 2025Q4: 658 shares; 2026Q1: 628 shares 628 $163K <0.01% -30 Timeline IGM 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 474 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,083 shares 1,083 $157K <0.01% +38 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 218 shares; 2026Q1: 720 shares 720 $157K <0.01% +502 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 962 shares; 2025Q1: 799 shares; 2025Q2: 1,016 shares; 2025Q3: 998 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $157K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $156K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,555 shares 1,555 $156K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,000 shares 2,000 $156K <0.01% -8 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,064 shares; 2025Q3: 2,051 shares; 2025Q4: 2,051 shares; 2026Q1: 2,051 shares 2,051 $156K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $154K <0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 1,745 shares; 2026Q1: 1,869 shares 1,869 $150K <0.01% +124 Timeline