VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 453,086 shares; 2025Q1: 462,156 shares; 2025Q2: 522,564 shares; 2025Q3: 526,159 shares; 2025Q4: 529,750 shares; 2026Q1: 536,189 shares; 2026Q2: 530,893 shares 530,893 $196M 7.3% -5,296 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 801,214 shares; 2025Q1: 828,954 shares; 2025Q2: 842,155 shares; 2025Q3: 888,362 shares; 2025Q4: 939,329 shares; 2026Q1: 1,062,178 shares; 2026Q2: 1,158,855 shares 1,158,855 $172M 6.39% +96,677 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 687,880 shares; 2025Q1: 747,905 shares; 2025Q2: 836,466 shares; 2025Q3: 932,557 shares; 2025Q4: 922,677 shares; 2026Q1: 1,036,323 shares; 2026Q2: 1,118,625 shares 1,118,625 $79.7M 2.96% +82,302 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 936,197 shares; 2025Q1: 909,622 shares; 2025Q2: 919,938 shares; 2025Q3: 923,448 shares; 2025Q4: 926,451 shares; 2026Q1: 971,659 shares; 2026Q2: 1,019,061 shares 1,019,061 $76.9M 2.86% +47,402 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 233,523 shares; 2025Q1: 190,690 shares; 2025Q2: 171,668 shares; 2025Q3: 163,765 shares; 2025Q4: 153,925 shares; 2026Q1: 144,246 shares; 2026Q2: 127,204 shares 127,204 $73.9M 2.75% -17,042 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 322,192 shares; 2025Q1: 314,161 shares; 2025Q2: 298,644 shares; 2025Q3: 293,615 shares; 2025Q4: 286,862 shares; 2026Q1: 254,858 shares; 2026Q2: 247,372 shares 247,372 $71.6M 2.66% -7,486 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175,591 shares; 2025Q1: 173,594 shares; 2025Q2: 158,050 shares; 2025Q3: 193,824 shares; 2025Q4: 190,359 shares; 2026Q1: 184,545 shares; 2026Q2: 181,210 shares 181,210 $67.6M 2.51% -3,335 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 706,560 shares; 2025Q1: 715,585 shares; 2025Q2: 728,135 shares; 2025Q3: 734,289 shares; 2025Q4: 821,288 shares; 2026Q1: 846,634 shares; 2026Q2: 843,105 shares 843,105 $66.6M 2.48% -3,529 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 651,761 shares; 2025Q1: 655,942 shares; 2025Q2: 685,531 shares; 2025Q3: 697,304 shares; 2025Q4: 744,803 shares; 2026Q1: 782,135 shares; 2026Q2: 775,709 shares 775,709 $63.7M 2.37% -6,426 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 116,873 shares; 2025Q1: 119,323 shares; 2025Q2: 115,002 shares; 2025Q3: 114,880 shares; 2025Q4: 114,050 shares; 2026Q1: 100,888 shares; 2026Q2: 86,486 shares 86,486 $62.5M 2.32% -14,402 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 347,838 shares; 2025Q1: 340,395 shares; 2025Q2: 315,895 shares; 2025Q3: 299,981 shares; 2025Q4: 288,802 shares; 2026Q1: 318,637 shares; 2026Q2: 312,373 shares 312,373 $62.5M 2.32% -6,264 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 267,825 shares; 2025Q1: 263,612 shares; 2025Q2: 255,237 shares; 2025Q3: 240,887 shares; 2025Q4: 225,602 shares; 2026Q1: 197,112 shares; 2026Q2: 164,655 shares 164,655 $53.9M 2% -32,457 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,520 shares; 2025Q1: 24,493 shares; 2025Q2: 26,933 shares; 2025Q3: 28,145 shares; 2025Q4: 57,120 shares; 2026Q1: 52,336 shares; 2026Q2: 50,514 shares 50,514 $53.8M 2% -1,822 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 232,184 shares; 2025Q1: 232,481 shares; 2025Q2: 225,803 shares; 2025Q3: 221,617 shares; 2025Q4: 216,589 shares; 2026Q1: 144,769 shares; 2026Q2: 140,642 shares 140,642 $50.3M 1.87% -4,127 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104,151 shares; 2025Q1: 108,565 shares; 2025Q2: 173,502 shares; 2025Q3: 171,855 shares; 2025Q4: 167,195 shares; 2026Q1: 153,949 shares; 2026Q2: 146,516 shares 146,516 $50M 1.86% -7,433 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 87,346 shares; 2025Q1: 92,268 shares; 2025Q2: 97,395 shares; 2025Q3: 98,608 shares; 2025Q4: 128,253 shares; 2026Q1: 207,238 shares; 2026Q2: 206,869 shares 206,869 $48.9M 1.82% -369 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 238,938 shares; 2025Q1: 301,969 shares; 2025Q2: 317,142 shares; 2025Q3: 299,568 shares; 2025Q4: 277,964 shares; 2026Q1: 239,590 shares; 2026Q2: 228,589 shares 228,589 $47.8M 1.78% -11,001 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 188,748 shares; 2025Q1: 168,787 shares; 2025Q2: 147,607 shares; 2025Q3: 142,858 shares; 2025Q4: 136,572 shares; 2026Q1: 128,457 shares; 2026Q2: 111,445 shares 111,445 $44.3M 1.64% -17,012 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143,058 shares; 2025Q1: 133,361 shares; 2025Q2: 122,981 shares; 2025Q3: 119,639 shares; 2025Q4: 113,817 shares; 2026Q1: 109,031 shares; 2026Q2: 85,132 shares 85,132 $43.7M 1.62% -23,899 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,412 shares; 2025Q1: not reported; 2025Q2: 46,319 shares; 2025Q3: 48,136 shares; 2025Q4: 119,857 shares; 2026Q1: 190,557 shares; 2026Q2: 257,110 shares 257,110 $40.4M 1.5% +66,553 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 224,377 shares; 2025Q1: 245,112 shares; 2025Q2: 269,276 shares; 2025Q3: 280,368 shares; 2025Q4: 352,836 shares; 2026Q1: 369,979 shares; 2026Q2: 388,721 shares 388,721 $38.5M 1.43% +18,742 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,824 shares; 2025Q1: 45,111 shares; 2025Q2: 52,441 shares; 2025Q3: 53,589 shares; 2025Q4: 56,129 shares; 2026Q1: 106,820 shares; 2026Q2: 104,988 shares 104,988 $38M 1.41% -1,832 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 260,882 shares; 2025Q1: 269,420 shares; 2025Q2: 274,119 shares; 2025Q3: 270,196 shares; 2025Q4: 255,711 shares; 2026Q1: 241,274 shares; 2026Q2: 231,189 shares 231,189 $35.5M 1.32% -10,085 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,600 shares; 2025Q1: 53,858 shares; 2025Q2: 57,710 shares; 2025Q3: 59,974 shares; 2025Q4: 88,648 shares; 2026Q1: 96,611 shares; 2026Q2: 198,590 shares 198,590 $34.6M 1.29% +101,979 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; 2024Q3: restricted; 2024Q4: 487,019 shares; 2025Q1: 502,579 shares; 2025Q2: 517,476 shares; 2025Q3: 509,466 shares; 2025Q4: 606,060 shares; 2026Q1: 617,567 shares; 2026Q2: 640,700 shares 640,700 $32.4M 1.2% +23,133 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 218,366 shares; 2025Q1: 218,881 shares; 2025Q2: 287,434 shares; 2025Q3: 302,747 shares; 2025Q4: 299,948 shares; 2026Q1: 219,953 shares; 2026Q2: 210,173 shares 210,173 $31.8M 1.18% -9,780 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 205,852 shares; 2025Q1: 193,348 shares; 2025Q2: 180,420 shares; 2025Q3: 169,952 shares; 2025Q4: 161,866 shares; 2026Q1: 154,000 shares; 2026Q2: 146,715 shares 146,715 $31.2M 1.16% -7,285 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,767 shares; 2025Q1: 48,729 shares; 2025Q2: 43,758 shares; 2025Q3: 40,884 shares; 2025Q4: 40,536 shares; 2026Q1: 39,978 shares; 2026Q2: 38,892 shares 38,892 $29.1M 1.08% -1,086 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,604 shares; 2025Q1: 65,278 shares; 2025Q2: 48,625 shares; 2025Q3: 56,241 shares; 2025Q4: 62,951 shares; 2026Q1: 58,810 shares; 2026Q2: 55,153 shares 55,153 $29M 1.08% -3,657 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 131,438 shares; 2025Q1: 122,077 shares; 2025Q2: 110,884 shares; 2025Q3: 111,831 shares; 2025Q4: 114,250 shares; 2026Q1: 113,852 shares; 2026Q2: 112,400 shares 112,400 $28.5M 1.06% -1,452 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,824 shares; 2025Q1: 77,901 shares; 2025Q2: 77,031 shares; 2025Q3: 76,142 shares; 2025Q4: 74,093 shares; 2026Q1: 56,104 shares; 2026Q2: 53,380 shares 53,380 $26.5M 0.99% -2,724 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,784 shares; 2026Q2: 140,381 shares 140,381 $23.8M 0.89% +44,597 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; 2024Q3: restricted; 2024Q4: 46,826 shares; 2025Q1: 52,698 shares; 2025Q2: 54,795 shares; 2025Q3: 56,478 shares; 2025Q4: 56,796 shares; 2026Q1: 57,537 shares; 2026Q2: 55,706 shares 55,706 $23.7M 0.88% -1,831 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107,502 shares; 2025Q1: 92,276 shares; 2025Q2: 84,121 shares; 2025Q3: 76,794 shares; 2025Q4: 70,514 shares; 2026Q1: 65,541 shares; 2026Q2: 61,941 shares 61,941 $23.4M 0.87% -3,600 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 216,403 shares; 2025Q1: 217,530 shares; 2025Q2: 221,569 shares; 2025Q3: 230,139 shares; 2025Q4: 231,843 shares; 2026Q1: 309,407 shares; 2026Q2: 372,181 shares 372,181 $22.2M 0.83% +62,774 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,669 shares; 2025Q1: 75,706 shares; 2025Q2: 82,094 shares; 2025Q3: 83,267 shares; 2025Q4: 86,896 shares; 2026Q1: 86,105 shares; 2026Q2: 84,475 shares 84,475 $21.3M 0.79% -1,630 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 429 shares; 2025Q1: not reported; 2025Q2: 13,407 shares; 2025Q3: 14,196 shares; 2025Q4: 18,953 shares; 2026Q1: 25,556 shares; 2026Q2: 30,562 shares 30,562 $21M 0.78% +5,006 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,122 shares; 2025Q1: 25,188 shares; 2025Q2: 22,500 shares; 2025Q3: 20,158 shares; 2025Q4: 19,078 shares; 2026Q1: 18,018 shares; 2026Q2: 17,158 shares 17,158 $20.6M 0.76% -860 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,828 shares; 2025Q1: 31,874 shares; 2025Q2: 34,743 shares; 2025Q3: 29,401 shares; 2025Q4: 46,917 shares; 2026Q1: 29,330 shares; 2026Q2: 27,186 shares 27,186 $20.3M 0.75% -2,144 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,789 shares; 2025Q1: 7,740 shares; 2025Q2: 7,660 shares; 2025Q3: 7,618 shares; 2025Q4: 5,013 shares; 2026Q1: 4,735 shares; 2026Q2: 112,917 shares 112,917 $20.1M 0.75% +108,182 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147,469 shares; 2025Q1: 158,436 shares; 2025Q2: 168,478 shares; 2025Q3: 191,060 shares; 2025Q4: 199,939 shares; 2026Q1: 202,758 shares; 2026Q2: 165,957 shares 165,957 $19.5M 0.72% -36,801 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,083 shares; 2025Q4: 1,070 shares; 2026Q1: 16,801 shares; 2026Q2: 16,438 shares 16,438 $19.3M 0.72% -363 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,878 shares; 2025Q1: 43,126 shares; 2025Q2: 46,156 shares; 2025Q3: 47,744 shares; 2025Q4: 48,915 shares; 2026Q1: 40,061 shares; 2026Q2: 38,659 shares 38,659 $18.5M 0.69% -1,402 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,704 shares; 2025Q1: 49,603 shares; 2025Q2: 52,802 shares; 2025Q3: 8,641 shares; 2025Q4: 5,578 shares; 2026Q1: 112,121 shares; 2026Q2: 104,023 shares 104,023 $17.2M 0.64% -8,098 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 632,728 shares; 2025Q1: 491,744 shares; 2025Q2: 345,590 shares; 2025Q3: 310,304 shares; 2025Q4: 272,836 shares; 2026Q1: 257,363 shares; 2026Q2: 242,672 shares 242,672 $16.3M 0.61% -14,691 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,807 shares; 2025Q1: 68,282 shares; 2025Q2: 64,300 shares; 2025Q3: 62,714 shares; 2025Q4: 60,194 shares; 2026Q1: 55,674 shares; 2026Q2: 49,723 shares 49,723 $15.7M 0.58% -5,951 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 620 shares; 2025Q1: 601 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 8,227 shares; 2026Q1: 12,664 shares; 2026Q2: 12,881 shares 12,881 $14.6M 0.54% +217 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; 2024Q3: restricted; 2024Q4: 69,953 shares; 2025Q1: 63,763 shares; 2025Q2: 59,295 shares; 2025Q3: 57,473 shares; 2025Q4: 54,951 shares; 2026Q1: 38,521 shares; 2026Q2: 36,626 shares 36,626 $14.6M 0.54% -1,895 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; 2024Q3: restricted; 2024Q4: 80,232 shares; 2025Q1: 86,661 shares; 2025Q2: 96,887 shares; 2025Q3: 101,082 shares; 2025Q4: 111,531 shares; 2026Q1: 114,756 shares; 2026Q2: 112,362 shares 112,362 $14.2M 0.53% -2,394 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,328 shares; 2025Q1: 2,349 shares; 2025Q2: 2,330 shares; 2025Q3: 2,312 shares; 2025Q4: 2,235 shares; 2026Q1: 2,121 shares; 2026Q2: 2,029 shares 2,029 $13.8M 0.51% -92 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 148,907 shares; 2025Q1: 121,514 shares; 2025Q2: 97,403 shares; 2025Q3: 89,179 shares; 2025Q4: 80,009 shares; 2026Q1: 77,143 shares; 2026Q2: 70,980 shares 70,980 $13.5M 0.5% -6,163 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,054 shares; 2026Q2: 69,849 shares 69,849 $12.5M 0.47% +12,795 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94,985 shares; 2025Q1: 100,283 shares; 2025Q2: 112,700 shares; 2025Q3: 116,533 shares; 2025Q4: 124,877 shares; 2026Q1: 132,277 shares; 2026Q2: 139,413 shares 139,413 $12.2M 0.45% +7,136 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 90,275 shares; 2025Q1: 88,964 shares; 2025Q2: 77,137 shares; 2025Q3: 75,206 shares; 2025Q4: 67,387 shares; 2026Q1: 64,299 shares; 2026Q2: 62,599 shares 62,599 $11.9M 0.44% -1,700 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,602 shares; 2025Q1: 1,892 shares; 2025Q2: 1,880 shares; 2025Q3: 1,470 shares; 2025Q4: 1,562 shares; 2026Q1: 19,628 shares; 2026Q2: 19,444 shares 19,444 $11M 0.41% -184 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,599 shares; 2025Q1: 4,273 shares; 2025Q2: 28,202 shares; 2025Q3: 32,733 shares; 2025Q4: 32,508 shares; 2026Q1: 33,260 shares; 2026Q2: 31,756 shares 31,756 $10.8M 0.4% -1,504 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,255 shares; 2026Q2: 36,032 shares 36,032 $10.6M 0.39% +2,777 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,838 shares; 2026Q1: 148,506 shares; 2026Q2: 144,529 shares 144,529 $10.4M 0.39% -3,977 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,716 shares; 2025Q1: 96,089 shares; 2025Q2: 102,596 shares; 2025Q3: 103,547 shares; 2025Q4: 118,734 shares; 2026Q1: 137,899 shares; 2026Q2: 163,990 shares 163,990 $10.2M 0.38% +26,091 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 113,100 shares; 2025Q1: 120,472 shares; 2025Q2: 129,697 shares; 2025Q3: 133,144 shares; 2025Q4: 134,489 shares; 2026Q1: 131,854 shares; 2026Q2: 135,066 shares 135,066 $9.92M 0.37% +3,212 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,676 shares; 2025Q1: 15,549 shares; 2025Q2: 18,515 shares; 2025Q3: 22,877 shares; 2025Q4: 23,933 shares; 2026Q1: 24,582 shares; 2026Q2: 24,154 shares 24,154 $9.72M 0.36% -428 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 524 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 615 shares; 2026Q1: 8,158 shares; 2026Q2: 9,056 shares 9,056 $9.16M 0.34% +898 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150,780 shares; 2025Q1: 121,891 shares; 2025Q2: 88,630 shares; 2025Q3: 81,340 shares; 2025Q4: 71,950 shares; 2026Q1: 68,396 shares; 2026Q2: 59,333 shares 59,333 $9.03M 0.34% -9,063 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,244 shares; 2026Q2: 41,711 shares 41,711 $9.03M 0.34% +467 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,046 shares; 2025Q1: 16,016 shares; 2025Q2: 13,562 shares; 2025Q3: 13,287 shares; 2025Q4: 138,197 shares; 2026Q1: 157,243 shares; 2026Q2: 154,719 shares 154,719 $8.82M 0.33% -2,524 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 132,036 shares; 2025Q1: 141,109 shares; 2025Q2: 152,543 shares; 2025Q3: 157,861 shares; 2025Q4: 163,891 shares; 2026Q1: 166,480 shares; 2026Q2: 161,787 shares 161,787 $8.77M 0.33% -4,693 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,791 shares; 2025Q1: 4,047 shares; 2025Q2: 4,003 shares; 2025Q3: 4,030 shares; 2025Q4: 3,217 shares; 2026Q1: 2,934 shares; 2026Q2: 30,495 shares 30,495 $8.58M 0.32% +27,561 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,409 shares; 2025Q1: 44,567 shares; 2025Q2: 33,052 shares; 2025Q3: 29,276 shares; 2025Q4: 26,429 shares; 2026Q1: 25,037 shares; 2026Q2: 24,260 shares 24,260 $8.57M 0.32% -777 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,954 shares; 2025Q3: 36,173 shares; 2025Q4: 37,510 shares; 2026Q1: 37,391 shares; 2026Q2: 35,842 shares 35,842 $8.53M 0.32% -1,549 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,572 shares 38,572 $8.53M 0.32% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,666 shares; 2026Q2: 94,237 shares 94,237 $8.51M 0.32% +36,571 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,350 shares; 2025Q1: 48,696 shares; 2025Q2: 51,674 shares; 2025Q3: 53,637 shares; 2025Q4: 43,367 shares; 2026Q1: 42,886 shares; 2026Q2: 40,683 shares 40,683 $8.38M 0.31% -2,203 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,447 shares; 2025Q1: 27,780 shares; 2025Q2: 30,152 shares; 2025Q3: 31,742 shares; 2025Q4: 42,376 shares; 2026Q1: 33,000 shares; 2026Q2: 31,905 shares 31,905 $8.31M 0.31% -1,095 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,488 shares; 2025Q3: 37,971 shares; 2025Q4: 34,862 shares; 2026Q1: 38,195 shares; 2026Q2: 36,945 shares 36,945 $8.23M 0.31% -1,250 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,733 shares; 2025Q1: 17,336 shares; 2025Q2: 27,612 shares; 2025Q3: 27,400 shares; 2025Q4: 27,595 shares; 2026Q1: 27,334 shares; 2026Q2: 26,636 shares 26,636 $8M 0.3% -698 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,394 shares; 2026Q2: 83,489 shares 83,489 $7.8M 0.29% +13,095 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,012 shares; 2025Q1: 42,452 shares; 2025Q2: 45,343 shares; 2025Q3: 46,684 shares; 2025Q4: 43,478 shares; 2026Q1: 48,276 shares; 2026Q2: 56,650 shares 56,650 $7.67M 0.29% +8,374 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,275 shares; 2025Q1: 57,498 shares; 2025Q2: 47,021 shares; 2025Q3: 40,679 shares; 2025Q4: 35,947 shares; 2026Q1: 33,948 shares; 2026Q2: 32,051 shares 32,051 $7.64M 0.28% -1,897 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,517 shares; 2025Q1: 51,354 shares; 2025Q2: 55,725 shares; 2025Q3: 57,821 shares; 2025Q4: 59,360 shares; 2026Q1: 60,675 shares; 2026Q2: 60,170 shares 60,170 $7.62M 0.28% -505 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,947 shares; 2025Q1: 6,391 shares; 2025Q2: 7,067 shares; 2025Q3: 7,390 shares; 2025Q4: 7,296 shares; 2026Q1: 7,394 shares; 2026Q2: 7,239 shares 7,239 $7.55M 0.28% -155 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,842 shares; 2025Q1: 16,517 shares; 2025Q2: 16,105 shares; 2025Q3: 16,312 shares; 2025Q4: 15,775 shares; 2026Q1: 15,076 shares; 2026Q2: 14,362 shares 14,362 $7.31M 0.27% -714 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,869 shares; 2025Q1: 52,614 shares; 2025Q2: 62,818 shares; 2025Q3: 65,011 shares; 2025Q4: 65,171 shares; 2026Q1: 65,653 shares; 2026Q2: 65,932 shares 65,932 $7.05M 0.26% +279 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 302,233 shares; 2025Q1: 267,067 shares; 2025Q2: 193,163 shares; 2025Q3: 170,939 shares; 2025Q4: 160,761 shares; 2026Q1: 151,689 shares; 2026Q2: 145,810 shares 145,810 $6.99M 0.26% -5,879 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; 2024Q3: restricted; 2024Q4: 123,977 shares; 2025Q1: 107,510 shares; 2025Q2: 86,173 shares; 2025Q3: 76,378 shares; 2025Q4: 71,404 shares; 2026Q1: 71,033 shares; 2026Q2: 67,058 shares 67,058 $6.76M 0.25% -3,975 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 131,434 shares; 2025Q1: 128,498 shares; 2025Q2: 128,847 shares; 2025Q3: 128,303 shares; 2025Q4: 26,850 shares; 2026Q1: 24,833 shares; 2026Q2: 24,228 shares 24,228 $6.55M 0.24% -605 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 130,540 shares; 2025Q1: 113,125 shares; 2025Q2: 99,475 shares; 2025Q3: 98,150 shares; 2025Q4: 90,418 shares; 2026Q1: 89,673 shares; 2026Q2: 89,648 shares 89,648 $6.49M 0.24% -25 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,345 shares; 2025Q1: 2,190 shares; 2025Q2: not reported; 2025Q3: 26,274 shares; 2025Q4: 27,723 shares; 2026Q1: 28,443 shares; 2026Q2: 28,092 shares 28,092 $6.2M 0.23% -351 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 865 shares; 2026Q2: 76,632 shares 76,632 $5.99M 0.22% +75,767 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,902 shares 20,902 $5.82M 0.22% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,756 shares; 2025Q1: 21,080 shares; 2025Q2: 14,669 shares; 2025Q3: 7,221 shares; 2025Q4: 5,690 shares; 2026Q1: 5,378 shares; 2026Q2: 4,479 shares 4,479 $5.72M 0.21% -899 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,768 shares; 2025Q1: 5,211 shares; 2025Q2: 3,883 shares; 2025Q3: 14,748 shares; 2025Q4: 13,721 shares; 2026Q1: 12,819 shares; 2026Q2: 12,505 shares 12,505 $5.66M 0.21% -314 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,769 shares; 2025Q1: 41,550 shares; 2025Q2: 37,737 shares; 2025Q3: 36,744 shares; 2025Q4: 31,393 shares; 2026Q1: 29,168 shares; 2026Q2: 27,548 shares 27,548 $5.65M 0.21% -1,620 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,313 shares; 2025Q1: 43,191 shares; 2025Q2: 42,551 shares; 2025Q3: 42,107 shares; 2025Q4: 41,042 shares; 2026Q1: 22,733 shares; 2026Q2: 20,659 shares 20,659 $5.39M 0.2% -2,074 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,429 shares; 2025Q1: 64,332 shares; 2025Q2: 56,904 shares; 2025Q3: 54,822 shares; 2025Q4: 52,288 shares; 2026Q1: 52,189 shares; 2026Q2: 52,213 shares 52,213 $5.34M 0.2% +24 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 122,792 shares; 2025Q1: 89,142 shares; 2025Q2: 77,854 shares; 2025Q3: 70,583 shares; 2025Q4: 117,880 shares; 2026Q1: 61,772 shares; 2026Q2: 104,702 shares 104,702 $5.25M 0.2% +42,930 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,430 shares; 2025Q1: 104,848 shares; 2025Q2: 139,051 shares; 2025Q3: 78,990 shares; 2025Q4: 97,202 shares; 2026Q1: 73,181 shares; 2026Q2: 97,332 shares 97,332 $4.96M 0.18% +24,151 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,047 shares; 2025Q1: 2,624 shares; 2025Q2: 1,570 shares; 2025Q3: 12,339 shares; 2025Q4: 49,283 shares; 2026Q1: 52,812 shares; 2026Q2: 49,327 shares 49,327 $4.9M 0.18% -3,485 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,955 shares; 2025Q1: 20,185 shares; 2025Q2: 20,185 shares; 2025Q3: 20,185 shares; 2025Q4: 19,828 shares; 2026Q1: 19,828 shares; 2026Q2: 19,828 shares 19,828 $4.62M 0.17% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,904 shares; 2025Q1: 4,607 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,651 shares; 2026Q1: 3,507 shares; 2026Q2: 3,827 shares 3,827 $3.69M 0.14% +320 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,215 shares; 2025Q1: 16,215 shares; 2025Q2: 15,945 shares; 2025Q3: 15,945 shares; 2025Q4: 15,945 shares; 2026Q1: 15,612 shares; 2026Q2: 14,396 shares 14,396 $3.68M 0.14% -1,216 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,576 shares; 2025Q1: 64,576 shares; 2025Q2: 64,576 shares; 2025Q3: 64,576 shares; 2025Q4: 64,576 shares; 2026Q1: 64,576 shares; 2026Q2: 64,576 shares 64,576 $3.61M 0.13% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,801 shares; 2025Q1: 9,801 shares; 2025Q2: 15,974 shares; 2025Q3: 14,474 shares; 2025Q4: 11,974 shares; 2026Q1: 11,974 shares; 2026Q2: 15,203 shares 15,203 $3.49M 0.13% +3,229 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,556 shares; 2025Q1: 84,393 shares; 2025Q2: 81,015 shares; 2025Q3: 81,807 shares; 2025Q4: 79,536 shares; 2026Q1: 43,423 shares; 2026Q2: 9,425 shares 9,425 $3.32M 0.12% -33,998 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,031 shares; 2025Q1: 8,010 shares; 2025Q2: 8,353 shares; 2025Q3: 7,230 shares; 2025Q4: 6,847 shares; 2026Q1: 6,655 shares; 2026Q2: 6,568 shares 6,568 $3.29M 0.12% -87 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 115,689 shares; 2025Q1: 86,335 shares; 2025Q2: 31,106 shares; 2025Q3: 29,668 shares; 2025Q4: 27,943 shares; 2026Q1: 26,584 shares; 2026Q2: 25,298 shares 25,298 $3.25M 0.12% -1,286 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,704 shares; 2025Q1: 8,778 shares; 2025Q2: 10,417 shares; 2025Q3: 9,387 shares; 2025Q4: 12,399 shares; 2026Q1: 16,360 shares; 2026Q2: 18,142 shares 18,142 $3.2M 0.12% +1,782 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 172,996 shares; 2025Q1: 172,996 shares; 2025Q2: 168,996 shares; 2025Q3: 158,996 shares; 2025Q4: 156,996 shares; 2026Q1: 150,643 shares; 2026Q2: 130,643 shares 130,643 $3.09M 0.11% -20,000 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,046 shares; 2025Q1: 37,836 shares; 2025Q2: 37,394 shares; 2025Q3: 37,019 shares; 2025Q4: 37,549 shares; 2026Q1: 36,634 shares; 2026Q2: 36,331 shares 36,331 $3.04M 0.11% -303 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,540 shares; 2025Q1: 24,998 shares; 2025Q2: 23,979 shares; 2025Q3: 22,560 shares; 2025Q4: 20,364 shares; 2026Q1: 19,819 shares; 2026Q2: 17,694 shares 17,694 $2.77M 0.1% -2,125 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,609 shares; 2025Q1: 16,080 shares; 2025Q2: 12,930 shares; 2025Q3: 12,930 shares; 2025Q4: 12,674 shares; 2026Q1: 12,314 shares; 2026Q2: 12,229 shares 12,229 $2.64M 0.1% -85 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,200 shares; 2025Q3: 13,500 shares; 2025Q4: 16,300 shares; 2026Q1: 20,481 shares; 2026Q2: 31,981 shares 31,981 $2.63M 0.1% +11,500 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,152 shares; 2025Q1: 85,044 shares; 2025Q2: 74,375 shares; 2025Q3: 77,403 shares; 2025Q4: 79,871 shares; 2026Q1: 20,862 shares; 2026Q2: 13,786 shares 13,786 $2.55M 0.09% -7,076 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,627 shares; 2025Q1: 53,202 shares; 2025Q2: 9,577 shares; 2025Q3: 9,508 shares; 2025Q4: 9,397 shares; 2026Q1: 9,324 shares; 2026Q2: 9,134 shares 9,134 $2.48M 0.09% -190 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; 2024Q3: restricted; 2024Q4: 6,291 shares; 2025Q1: 4,781 shares; 2025Q2: 3,216 shares; 2025Q3: 2,700 shares; 2025Q4: 2,166 shares; 2026Q1: 2,224 shares; 2026Q2: 1,989 shares 1,989 $2.3M 0.09% -235 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,088 shares; 2025Q1: 26,804 shares; 2025Q2: 26,786 shares; 2025Q3: 28,380 shares; 2025Q4: 28,331 shares; 2026Q1: 28,307 shares; 2026Q2: 28,137 shares 28,137 $2.28M 0.08% -170 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; 2024Q3: restricted; 2024Q4: 71,461 shares; 2025Q1: 73,164 shares; 2025Q2: 71,363 shares; 2025Q3: 70,681 shares; 2025Q4: 67,969 shares; 2026Q1: 64,597 shares; 2026Q2: 6,402 shares 6,402 $2.2M 0.08% -58,195 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,207 shares; 2025Q1: 2,528 shares; 2025Q2: 2,956 shares; 2025Q3: 2,479 shares; 2025Q4: 2,539 shares; 2026Q1: 2,482 shares; 2026Q2: 2,474 shares 2,474 $1.82M 0.07% -8 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,459 shares; 2025Q1: 24,639 shares; 2025Q2: 25,569 shares; 2025Q3: 26,374 shares; 2025Q4: 7,435 shares; 2026Q1: 5,040 shares; 2026Q2: 7,918 shares 7,918 $1.77M 0.07% +2,878 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,651 shares; 2025Q1: 4,899 shares; 2025Q2: 4,993 shares; 2025Q3: 5,059 shares; 2025Q4: 5,051 shares; 2026Q1: 5,179 shares; 2026Q2: 5,128 shares 5,128 $1.73M 0.06% -51 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; 2024Q3: restricted; 2024Q4: 10,483 shares; 2025Q1: 7,645 shares; 2025Q2: 3,873 shares; 2025Q3: 3,591 shares; 2025Q4: 2,941 shares; 2026Q1: 2,618 shares; 2026Q2: 2,249 shares 2,249 $1.72M 0.06% -369 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; 2024Q3: restricted; 2024Q4: 11,667 shares; 2025Q1: 11,567 shares; 2025Q2: 11,567 shares; 2025Q3: 11,467 shares; 2025Q4: 11,467 shares; 2026Q1: 11,317 shares; 2026Q2: 11,317 shares 11,317 $1.64M 0.06% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares; 2025Q4: 1,721 shares; 2026Q1: 1,545 shares; 2026Q2: 13,476 shares 13,476 $1.61M 0.06% +11,931 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,894 shares; 2025Q1: 2,539 shares; 2025Q2: 2,388 shares; 2025Q3: 2,327 shares; 2025Q4: 2,025 shares; 2026Q1: 1,883 shares; 2026Q2: 1,713 shares 1,713 $1.6M 0.06% -170 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,752 shares; 2025Q1: 6,145 shares; 2025Q2: 5,929 shares; 2025Q3: 5,965 shares; 2025Q4: 5,904 shares; 2026Q1: 5,795 shares; 2026Q2: 5,353 shares 5,353 $1.6M 0.06% -442 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,525 shares; 2025Q1: 31,425 shares; 2025Q2: 30,893 shares; 2025Q3: 30,193 shares; 2025Q4: 28,944 shares; 2026Q1: 30,254 shares; 2026Q2: 31,159 shares 31,159 $1.59M 0.06% +905 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,780 shares; 2025Q1: 48,080 shares; 2025Q2: 48,080 shares; 2025Q3: 41,580 shares; 2025Q4: 40,560 shares; 2026Q1: 28,572 shares; 2026Q2: 28,572 shares 28,572 $1.45M 0.05% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,186 shares; 2025Q1: 9,293 shares; 2025Q2: 8,698 shares; 2025Q3: 7,896 shares; 2025Q4: 7,123 shares; 2026Q1: 6,359 shares; 2026Q2: 5,814 shares 5,814 $1.28M 0.05% -545 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,768 shares; 2025Q1: 2,768 shares; 2025Q2: 2,776 shares; 2025Q3: 4,114 shares; 2025Q4: 4,271 shares; 2026Q1: 4,843 shares; 2026Q2: 5,287 shares 5,287 $1.26M 0.05% +444 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,363 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 5,126 shares; 2025Q4: 5,126 shares; 2026Q1: 5,126 shares; 2026Q2: 5,126 shares 5,126 $1.22M 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: 4,926 shares; 2025Q3: 3,986 shares; 2025Q4: 3,472 shares; 2026Q1: 3,491 shares; 2026Q2: 3,189 shares 3,189 $1.19M 0.04% -302 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,593 shares; 2026Q2: 5,202 shares 5,202 $1.19M 0.04% +609 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,007 shares; 2025Q1: 8,755 shares; 2025Q2: 8,495 shares; 2025Q3: 8,558 shares; 2025Q4: 8,375 shares; 2026Q1: 8,222 shares; 2026Q2: 8,055 shares 8,055 $1.18M 0.04% -167 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,611 shares; 2025Q2: 5,278 shares; 2025Q3: 5,278 shares; 2025Q4: 5,607 shares; 2026Q1: 6,784 shares; 2026Q2: 9,748 shares 9,748 $1.12M 0.04% +2,964 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,048 shares; 2025Q1: 18,268 shares; 2025Q2: 16,546 shares; 2025Q3: 16,188 shares; 2025Q4: 14,737 shares; 2026Q1: 12,445 shares; 2026Q2: 12,496 shares 12,496 $1.11M 0.04% +51 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,599 shares; 2025Q1: 26,330 shares; 2025Q2: 26,696 shares; 2025Q3: 26,978 shares; 2025Q4: 37,466 shares; 2026Q1: 36,304 shares; 2026Q2: 36,104 shares 36,104 $1.06M 0.04% -200 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,226 shares; 2025Q3: 5,226 shares; 2025Q4: 5,533 shares; 2026Q1: 6,614 shares; 2026Q2: 7,339 shares 7,339 $1.01M 0.04% +725 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,540 shares; 2025Q1: 11,513 shares; 2025Q2: 10,624 shares; 2025Q3: 9,525 shares; 2025Q4: 8,668 shares; 2026Q1: 9,224 shares; 2026Q2: 9,587 shares 9,587 $997K 0.04% +363 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; 2024Q3: restricted; 2024Q4: 70,913 shares; 2025Q1: 55,875 shares; 2025Q2: 47,452 shares; 2025Q3: 40,918 shares; 2025Q4: 39,856 shares; 2026Q1: 37,289 shares; 2026Q2: 37,289 shares 37,289 $994K 0.04% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,617 shares; 2025Q1: 50,185 shares; 2025Q2: 46,775 shares; 2025Q3: 44,971 shares; 2025Q4: 47,437 shares; 2026Q1: 56,034 shares; 2026Q2: 61,133 shares 61,133 $971K 0.04% +5,099 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,859 shares; 2025Q1: 2,859 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 2,859 shares; 2026Q1: 2,859 shares; 2026Q2: 2,859 shares 2,859 $967K 0.04% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,864 shares; 2025Q1: 17,489 shares; 2025Q2: 18,029 shares; 2025Q3: 17,826 shares; 2025Q4: 17,856 shares; 2026Q1: 19,080 shares; 2026Q2: 19,037 shares 19,037 $950K 0.04% -43 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,900 shares; 2025Q1: 40,900 shares; 2025Q2: 40,900 shares; 2025Q3: 40,900 shares; 2025Q4: 40,900 shares; 2026Q1: 40,900 shares; 2026Q2: 40,900 shares 40,900 $910K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,024 shares; 2025Q1: 6,136 shares; 2025Q2: 5,670 shares; 2025Q3: 5,792 shares; 2025Q4: 5,612 shares; 2026Q1: 5,466 shares; 2026Q2: 5,012 shares 5,012 $907K 0.03% -454 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,550 shares; 2025Q1: 5,544 shares; 2025Q2: 5,195 shares; 2025Q3: 8,905 shares; 2025Q4: 9,453 shares; 2026Q1: 11,447 shares; 2026Q2: 12,895 shares 12,895 $892K 0.03% +1,448 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,670 shares; 2025Q1: 37,758 shares; 2025Q2: 38,512 shares; 2025Q3: 37,277 shares; 2025Q4: 37,147 shares; 2026Q1: 35,277 shares; 2026Q2: 42,588 shares 42,588 $882K 0.03% +7,311 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,292 shares; 2025Q1: 2,393 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,793 shares; 2026Q2: 11,888 shares 11,888 $852K 0.03% +2,095 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; 2024Q3: restricted; 2024Q4: 11,759 shares; 2025Q1: 10,559 shares; 2025Q2: 10,405 shares; 2025Q3: 9,405 shares; 2025Q4: 8,452 shares; 2026Q1: 9,013 shares; 2026Q2: 9,709 shares 9,709 $811K 0.03% +696 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,265 shares; 2025Q1: 15,059 shares; 2025Q2: 15,259 shares; 2025Q3: 15,859 shares; 2025Q4: 14,859 shares; 2026Q1: 14,887 shares; 2026Q2: 10,122 shares 10,122 $781K 0.03% -4,765 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,399 shares; 2025Q1: 8,425 shares; 2025Q2: 7,964 shares; 2025Q3: 7,830 shares; 2025Q4: 7,587 shares; 2026Q1: 6,874 shares; 2026Q2: 6,874 shares 6,874 $779K 0.03% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,043 shares; 2026Q2: 4,043 shares 4,043 $767K 0.03% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,880 shares; 2025Q1: 52,534 shares; 2025Q2: 56,158 shares; 2025Q3: 64,382 shares; 2025Q4: 58,424 shares; 2026Q1: 8,377 shares; 2026Q2: 6,407 shares 6,407 $758K 0.03% -1,970 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,164 shares; 2025Q1: 15,079 shares; 2025Q2: 14,333 shares; 2025Q3: 13,579 shares; 2025Q4: 13,011 shares; 2026Q1: 12,953 shares; 2026Q2: 8,341 shares 8,341 $757K 0.03% -4,612 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,139 shares; 2026Q1: 8,813 shares; 2026Q2: 8,454 shares 8,454 $749K 0.03% -359 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,840 shares; 2025Q1: 21,344 shares; 2025Q2: 20,177 shares; 2025Q3: 1,938 shares; 2025Q4: 2,170 shares; 2026Q1: 1,956 shares; 2026Q2: 1,741 shares 1,741 $724K 0.03% -215 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100,568 shares; 2025Q1: 98,297 shares; 2025Q2: 90,142 shares; 2025Q3: 89,310 shares; 2025Q4: 85,775 shares; 2026Q1: 7,782 shares; 2026Q2: 7,462 shares 7,462 $718K 0.03% -320 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,664 shares; 2025Q1: 8,664 shares; 2025Q2: 8,664 shares; 2025Q3: 9,221 shares; 2025Q4: 9,528 shares; 2026Q1: 9,129 shares; 2026Q2: 9,129 shares 9,129 $711K 0.03% 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; 2024Q3: restricted; 2024Q4: 13,768 shares; 2025Q1: 12,409 shares; 2025Q2: 9,373 shares; 2025Q3: 8,953 shares; 2025Q4: 7,719 shares; 2026Q1: 6,475 shares; 2026Q2: 6,021 shares 6,021 $708K 0.03% -454 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,918 shares; 2026Q1: 2,323 shares; 2026Q2: 2,605 shares 2,605 $700K 0.03% +282 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,785 shares; 2025Q1: 13,413 shares; 2025Q2: 15,059 shares; 2025Q3: 16,650 shares; 2025Q4: 15,099 shares; 2026Q1: 14,343 shares; 2026Q2: 16,306 shares 16,306 $690K 0.03% +1,963 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 3,799 shares; 2025Q3: 3,799 shares; 2025Q4: 4,016 shares; 2026Q1: 4,799 shares; 2026Q2: 5,370 shares 5,370 $677K 0.03% +571 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,292 shares; 2025Q1: 1,293 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,299 shares; 2026Q1: 1,582 shares; 2026Q2: 1,792 shares 1,792 $675K 0.03% +210 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,111 shares; 2025Q1: 4,111 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 4,104 shares; 2026Q1: 4,933 shares; 2026Q2: 5,607 shares 5,607 $663K 0.02% +674 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,365 shares; 2025Q3: 2,196 shares; 2025Q4: 2,480 shares; 2026Q1: 2,095 shares; 2026Q2: 1,775 shares 1,775 $654K 0.02% -320 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,646 shares; 2025Q1: 5,646 shares; 2025Q2: 5,329 shares; 2025Q3: 5,331 shares; 2025Q4: 5,681 shares; 2026Q1: 6,964 shares; 2026Q2: 7,870 shares 7,870 $650K 0.02% +906 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,052 shares; 2025Q1: 6,083 shares; 2025Q2: 5,994 shares; 2025Q3: 5,846 shares; 2025Q4: 6,194 shares; 2026Q1: 7,450 shares; 2026Q2: 8,327 shares 8,327 $642K 0.02% +877 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,608 shares 5,608 $636K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,842 shares; 2025Q1: 7,552 shares; 2025Q2: 6,878 shares; 2025Q3: 6,878 shares; 2025Q4: 6,878 shares; 2026Q1: 6,878 shares; 2026Q2: 6,853 shares 6,853 $628K 0.02% -25 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,746 shares; 2025Q1: 2,746 shares; 2025Q2: 2,598 shares; 2025Q3: 2,599 shares; 2025Q4: 2,768 shares; 2026Q1: 3,379 shares; 2026Q2: 3,811 shares 3,811 $621K 0.02% +432 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,122 shares; 2025Q1: 29,727 shares; 2025Q2: 25,192 shares; 2025Q3: 27,627 shares; 2025Q4: 27,984 shares; 2026Q1: 24,688 shares; 2026Q2: 25,404 shares 25,404 $612K 0.02% +716 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,065 shares; 2025Q1: 5,559 shares; 2025Q2: 5,605 shares; 2025Q3: 5,272 shares; 2025Q4: 4,825 shares; 2026Q1: 4,086 shares; 2026Q2: 4,115 shares 4,115 $603K 0.02% +29 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,783 shares; 2025Q1: 25,312 shares; 2025Q2: 25,108 shares; 2025Q3: 24,055 shares; 2025Q4: 21,511 shares; 2026Q1: 23,931 shares; 2026Q2: 24,306 shares 24,306 $597K 0.02% +375 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,569 shares; 2026Q2: 5,214 shares 5,214 $595K 0.02% +645 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,107 shares; 2025Q1: 8,407 shares; 2025Q2: 4,296 shares; 2025Q3: 4,296 shares; 2025Q4: 4,500 shares; 2026Q1: 4,468 shares; 2026Q2: 5,005 shares 5,005 $587K 0.02% +537 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,052 shares; 2025Q1: 2,002 shares; 2025Q2: 1,978 shares; 2025Q3: 1,745 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 7,260 shares 7,260 $585K 0.02% +5,445 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,374 shares; 2025Q1: 4,348 shares; 2025Q2: 2,802 shares; 2025Q3: 2,434 shares; 2025Q4: 2,205 shares; 2026Q1: 2,205 shares; 2026Q2: 2,127 shares 2,127 $575K 0.02% -78 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,428 shares; 2025Q1: 1,533 shares; 2025Q2: 1,363 shares; 2025Q3: 1,346 shares; 2025Q4: 1,263 shares; 2026Q1: 1,173 shares; 2026Q2: 1,081 shares 1,081 $551K 0.02% -92 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,077 shares; 2025Q1: 4,077 shares; 2025Q2: 4,077 shares; 2025Q3: 4,077 shares; 2025Q4: 4,077 shares; 2026Q1: 3,897 shares; 2026Q2: 3,897 shares 3,897 $546K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 2,306 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares; 2026Q1: 2,206 shares; 2026Q2: 2,206 shares 2,206 $535K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,733 shares; 2025Q1: 1,833 shares; 2025Q2: 1,733 shares; 2025Q3: 1,733 shares; 2025Q4: 1,799 shares; 2026Q1: 1,733 shares; 2026Q2: 1,733 shares 1,733 $525K 0.02% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,948 shares; 2025Q3: 1,794 shares; 2025Q4: 1,747 shares; 2026Q1: 2,687 shares; 2026Q2: 3,081 shares 3,081 $520K 0.02% +394 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,987 shares; 2025Q1: 7,024 shares; 2025Q2: 7,177 shares; 2025Q3: 7,318 shares; 2025Q4: 7,248 shares; 2026Q1: 7,217 shares; 2026Q2: 7,217 shares 7,217 $519K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,197 shares; 2025Q1: 5,103 shares; 2025Q2: 5,067 shares; 2025Q3: 5,035 shares; 2025Q4: 4,950 shares; 2026Q1: 3,309 shares; 2026Q2: 3,260 shares 3,260 $511K 0.02% -49 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; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $488K 0.02% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,375 shares; 2025Q1: 4,375 shares; 2025Q2: 4,375 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares; 2026Q2: 4,375 shares 4,375 $487K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,782 shares; 2025Q3: 2,128 shares; 2025Q4: 24,181 shares; 2026Q1: 2,205 shares; 2026Q2: 1,995 shares 1,995 $484K 0.02% -210 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 830 shares; 2025Q3: 729 shares; 2025Q4: 2,328 shares; 2026Q1: 2,330 shares; 2026Q2: 2,530 shares 2,530 $482K 0.02% +200 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,508 shares; 2025Q1: 26,259 shares; 2025Q2: 23,515 shares; 2025Q3: 11,525 shares; 2025Q4: 10,075 shares; 2026Q1: 9,812 shares; 2026Q2: 757 shares 757 $472K 0.02% -9,055 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,848 shares; 2025Q1: 7,845 shares; 2025Q2: 7,303 shares; 2025Q3: 7,356 shares; 2025Q4: 8,251 shares; 2026Q1: 9,932 shares; 2026Q2: 11,315 shares 11,315 $464K 0.02% +1,383 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,171 shares; 2025Q1: 6,568 shares; 2025Q2: 11,487 shares; 2025Q3: 8,576 shares; 2025Q4: 8,762 shares; 2026Q1: 8,324 shares; 2026Q2: 5,565 shares 5,565 $452K 0.02% -2,759 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,156 shares; 2025Q3: 1,158 shares; 2025Q4: 1,244 shares; 2026Q1: 1,552 shares; 2026Q2: 1,775 shares 1,775 $447K 0.02% +223 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,345 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,379 shares; 2026Q1: 1,379 shares; 2026Q2: 1,379 shares 1,379 $434K 0.02% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,496 shares; 2025Q1: 3,654 shares; 2025Q2: 1,365 shares; 2025Q3: 1,308 shares; 2025Q4: 1,241 shares; 2026Q1: 1,247 shares; 2026Q2: 1,247 shares 1,247 $428K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,202 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,249 shares 2,249 $428K 0.02% +99 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,021 shares; 2025Q1: 10,021 shares; 2025Q2: 10,021 shares; 2025Q3: 10,021 shares; 2025Q4: 10,021 shares; 2026Q1: 10,021 shares; 2026Q2: 9,763 shares 9,763 $427K 0.02% -258 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,463 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 3,158 shares; 2026Q1: 2,863 shares; 2026Q2: 2,743 shares 2,743 $417K 0.02% -120 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,851 shares; 2025Q1: 8,063 shares; 2025Q2: 8,063 shares; 2025Q3: 7,663 shares; 2025Q4: 7,488 shares; 2026Q1: 7,214 shares; 2026Q2: 7,200 shares 7,200 $415K 0.02% -14 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,592 shares; 2026Q2: 4,150 shares 4,150 $412K 0.02% +558 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,880 shares; 2025Q1: 6,760 shares; 2025Q2: 6,740 shares; 2025Q3: 5,890 shares; 2025Q4: 5,554 shares; 2026Q1: 4,644 shares; 2026Q2: 4,154 shares 4,154 $408K 0.02% -490 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,290 shares; 2025Q4: 1,551 shares; 2026Q1: 1,890 shares; 2026Q2: 1,891 shares 1,891 $402K 0.01% +1 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,700 shares; 2025Q1: 9,700 shares; 2025Q2: 9,153 shares; 2025Q3: 9,153 shares; 2025Q4: 9,792 shares; 2026Q1: 11,655 shares; 2026Q2: 13,625 shares 13,625 $395K 0.01% +1,970 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,125 shares; 2025Q1: 3,024 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 3,001 shares; 2026Q1: 3,648 shares; 2026Q2: 4,208 shares 4,208 $392K 0.01% +560 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 4,125 shares 4,125 $363K 0.01% +3,300 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,626 shares; 2025Q1: 7,615 shares; 2025Q2: 7,563 shares; 2025Q3: 6,163 shares; 2025Q4: 7,065 shares; 2026Q1: 6,000 shares; 2026Q2: 6,748 shares 6,748 $362K 0.01% +748 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares; 2026Q1: 2,963 shares; 2026Q2: 2,963 shares 2,963 $360K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,847 shares; 2025Q1: 4,564 shares; 2025Q2: 4,459 shares; 2025Q3: 4,459 shares; 2025Q4: 4,149 shares; 2026Q1: 3,644 shares; 2026Q2: 3,644 shares 3,644 $354K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,884 shares; 2025Q1: 2,009 shares; 2025Q2: 2,009 shares; 2025Q3: 2,095 shares; 2025Q4: 2,076 shares; 2026Q1: 2,073 shares; 2026Q2: 12,835 shares 12,835 $352K 0.01% +10,762 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; 2024Q3: restricted; 2024Q4: 2,050 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares; 2026Q2: 2,225 shares 2,225 $347K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,130 shares; 2026Q1: 2,130 shares; 2026Q2: 2,130 shares 2,130 $337K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,020 shares; 2025Q1: 6,245 shares; 2025Q2: 6,095 shares; 2025Q3: 5,795 shares; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares; 2026Q2: 2,315 shares 2,315 $331K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares; 2026Q1: 777 shares; 2026Q2: 777 shares 777 $331K 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,307 shares; 2026Q1: 3,322 shares; 2026Q2: 3,440 shares 3,440 $321K 0.01% +118 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $321K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 867 shares; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 649 shares; 2025Q4: 630 shares; 2026Q1: 653 shares; 2026Q2: 645 shares 645 $319K 0.01% -8 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,329 shares; 2025Q1: 1,810 shares; 2025Q2: 2,900 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares; 2026Q1: 2,617 shares; 2026Q2: 1,922 shares 1,922 $311K 0.01% -695 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 172,151 shares; 2025Q1: 148,720 shares; 2025Q2: 159,960 shares; 2025Q3: 167,013 shares; 2025Q4: 173,596 shares; 2026Q1: 18,957 shares; 2026Q2: 6,112 shares 6,112 $305K 0.01% -12,845 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,060 shares; 2026Q1: 3,060 shares; 2026Q2: 3,060 shares 3,060 $303K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $303K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 17,711 shares; 2025Q1: 12,328 shares; 2025Q2: 12,048 shares; 2025Q3: 12,493 shares; 2025Q4: 11,226 shares; 2026Q1: 10,552 shares; 2026Q2: 9,452 shares 9,452 $302K 0.01% -1,100 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 693 shares; 2025Q3: 537 shares; 2025Q4: 768 shares; 2026Q1: 693 shares; 2026Q2: 717 shares 717 $302K 0.01% +24 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; 2024Q3: restricted; 2024Q4: 70,816 shares; 2025Q1: 55,429 shares; 2025Q2: 3,890 shares; 2025Q3: 4,293 shares; 2025Q4: 4,002 shares; 2026Q1: 4,002 shares; 2026Q2: 4,038 shares 4,038 $301K 0.01% +36 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 5,854 shares; 2026Q1: 5,854 shares; 2026Q2: 5,854 shares 5,854 $288K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $285K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 370 shares; 2025Q1: 2,367 shares; 2025Q2: 1,994 shares; 2025Q3: 1,639 shares; 2025Q4: 229 shares; 2026Q1: 214 shares; 2026Q2: 209 shares 209 $284K 0.01% -5 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,065 shares; 2025Q1: 930 shares; 2025Q2: 1,051 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 874 shares; 2026Q2: 847 shares 847 $280K 0.01% -27 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 556 shares; 2026Q2: 565 shares 565 $277K 0.01% +9 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,590 shares; 2026Q1: 600 shares; 2026Q2: 620 shares 620 $269K 0.01% +20 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,550 shares; 2025Q1: 4,555 shares; 2025Q2: 4,301 shares; 2025Q3: 4,301 shares; 2025Q4: not reported; 2026Q1: 5,653 shares; 2026Q2: 6,158 shares 6,158 $266K 0.01% +505 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,902 shares; 2025Q1: 3,902 shares; 2025Q2: 3,902 shares; 2025Q3: 3,902 shares; 2025Q4: 3,052 shares; 2026Q1: 3,052 shares; 2026Q2: 3,052 shares 3,052 $265K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,481 shares; 2026Q1: 1,613 shares; 2026Q2: 1,615 shares 1,615 $265K 0.01% +2 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,607 shares; 2025Q1: 4,333 shares; 2025Q2: 4,113 shares; 2025Q3: 4,100 shares; 2025Q4: 2,153 shares; 2026Q1: 2,003 shares; 2026Q2: 1,853 shares 1,853 $256K 0.01% -150 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $253K 0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,463 shares; 2025Q2: 1,463 shares; 2025Q3: not reported; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares 1,463 $252K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,783 shares; 2026Q2: 1,776 shares 1,776 $248K 0.01% -7 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,942 shares; 2025Q1: 8,533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,242 shares; 2026Q2: 11,179 shares 11,179 $245K 0.01% +1,937 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares; 2026Q1: 2,634 shares; 2026Q2: 2,634 shares 2,634 $244K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,996 shares; 2025Q1: 4,489 shares; 2025Q2: 4,403 shares; 2025Q3: 4,403 shares; 2025Q4: 4,403 shares; 2026Q1: 1,736 shares; 2026Q2: 1,736 shares 1,736 $243K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares; 2026Q2: 800 shares 800 $241K 0.01% +720 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; 2024Q3: restricted; 2024Q4: 15,671 shares; 2025Q1: 13,659 shares; 2025Q2: 13,338 shares; 2025Q3: 13,734 shares; 2025Q4: 13,338 shares; 2026Q1: 13,338 shares; 2026Q2: 13,338 shares 13,338 $236K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares; 2026Q2: 326 shares 326 $232K 0.01% +1 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $229K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,050 shares; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $228K 0.01% 0 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares; 2026Q2: 753 shares 753 $221K 0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,829 shares; 2026Q2: 8,829 shares 8,829 $221K 0.01% +1,000 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $215K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,854 shares; 2025Q1: not reported; 2025Q2: 4,827 shares; 2025Q3: 4,929 shares; 2025Q4: 4,827 shares; 2026Q1: 3,060 shares; 2026Q2: 3,060 shares 3,060 $214K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,488 shares; 2026Q2: 1,491 shares 1,491 $212K 0.01% +3 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: not reported; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $208K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 424 shares; 2025Q4: 630 shares; 2026Q1: 401 shares; 2026Q2: 2,406 shares 2,406 $207K 0.01% +2,005 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,206 shares; 2026Q1: 3,419 shares; 2026Q2: 3,419 shares 3,419 $206K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 587 shares; 2026Q2: 585 shares 585 $201K 0.01% -2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,570 shares; 2026Q1: 6,438 shares; 2026Q2: 6,438 shares 6,438 $200K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864 $199K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,962 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 1,785 shares; 2026Q2: 1,785 shares 1,785 $196K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,814 shares; 2025Q1: 4,976 shares; 2025Q2: 4,976 shares; 2025Q3: 4,881 shares; 2025Q4: 4,785 shares; 2026Q1: 3,505 shares; 2026Q2: 3,355 shares 3,355 $194K 0.01% -150 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares; 2026Q2: 537 shares 537 $194K 0.01% +128 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,524 shares; 2026Q2: 3,524 shares 3,524 $186K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 625 shares; 2026Q2: 634 shares 634 $186K 0.01% +9 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,238 shares; 2026Q2: 2,237 shares 2,237 $185K 0.01% -1 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327 shares; 2026Q2: 377 shares 377 $182K 0.01% +50 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares; 2025Q4: 3,942 shares; 2026Q1: 3,542 shares; 2026Q2: 3,588 shares 3,588 $181K 0.01% +46 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $179K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,727 shares; 2025Q1: 24,860 shares; 2025Q2: 4,161 shares; 2025Q3: 2,523 shares; 2025Q4: 1,227 shares; 2026Q1: 1,110 shares; 2026Q2: 356 shares 356 $178K 0.01% -754 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,661 shares; 2026Q2: 4,661 shares 4,661 $178K 0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $178K 0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $174K 0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,789 shares; 2026Q2: 1,789 shares 1,789 $172K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,808 shares; 2025Q1: 4,091 shares; 2025Q2: 3,110 shares; 2025Q3: 2,837 shares; 2025Q4: 2,344 shares; 2026Q1: 1,246 shares; 2026Q2: 1,174 shares 1,174 $172K 0.01% -72 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,860 shares; 2026Q2: 4,860 shares 4,860 $171K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,594 shares; 2026Q2: 3,594 shares 3,594 $171K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 241,990 shares; 2025Q1: 261,078 shares; 2025Q2: 279,682 shares; 2025Q3: 467,108 shares; 2025Q4: 408,412 shares; 2026Q1: 73,643 shares; 2026Q2: 8,836 shares 8,836 $169K 0.01% -64,807 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,930 shares; 2026Q2: 1,725 shares 1,725 $165K 0.01% -205 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $163K 0.01% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,300 shares; 2025Q4: 7,000 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $163K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,608 shares; 2026Q2: 2,608 shares 2,608 $162K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 484 shares; 2026Q2: 484 shares 484 $161K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: 741 shares; 2025Q4: 710 shares; 2026Q1: 629 shares; 2026Q2: 629 shares 629 $156K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,769 shares; 2026Q2: 3,769 shares 3,769 $156K 0.01% 0 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,498 shares; 2025Q1: 13,166 shares; 2025Q2: 14,166 shares; 2025Q3: 14,166 shares; 2025Q4: 14,166 shares; 2026Q1: 14,166 shares; 2026Q2: 14,166 shares 14,166 $152K 0.01% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $152K 0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46,615 shares; 2025Q1: 44,736 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,071 shares; 2026Q2: 1,071 shares 1,071 $150K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 220,776 shares; 2025Q1: 229,712 shares; 2025Q2: 203,908 shares; 2025Q3: 200,041 shares; 2025Q4: 144,782 shares; 2026Q1: 3,991 shares; 2026Q2: 3,459 shares 3,459 $149K 0.01% -532 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $148K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,163 shares; 2026Q2: 3,163 shares 3,163 $147K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293 shares; 2026Q2: 1,172 shares 1,172 $146K 0.01% +879 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,268 shares; 2026Q2: 4,262 shares 4,262 $144K 0.01% -6 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,285 shares; 2026Q2: 1,285 shares 1,285 $142K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares 1,160 $141K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,900 shares; 2026Q2: 1,736 shares 1,736 $139K 0.01% -164 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,974 shares; 2026Q2: 3,974 shares 3,974 $138K 0.01% 0 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $137K 0.01% 0 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $136K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 2,400 shares 2,400 $135K 0.01% +1,200 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 369 shares; 2026Q2: 380 shares 380 $135K 0.01% +11 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,524 shares; 2026Q2: 2,524 shares 2,524 $134K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389 shares; 2026Q2: 389 shares 389 $133K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,167 shares; 2026Q2: 4,170 shares 4,170 $132K <0.01% +3 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,030 shares; 2026Q1: 2,855 shares; 2026Q2: 2,855 shares 2,855 $129K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,032 shares 2,032 $128K <0.01% +32 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $128K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $126K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,070 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,759 shares; 2026Q2: 1,757 shares 1,757 $126K <0.01% -2 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,210 shares; 2026Q2: 2,210 shares 2,210 $124K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $124K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $123K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $122K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares 1,267 $122K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,667 shares; 2026Q2: 1,667 shares 1,667 $121K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,292 shares; 2026Q2: 3,292 shares 3,292 $119K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 661 shares; 2026Q2: 695 shares 695 $118K <0.01% +34 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,485 shares; 2026Q2: 1,485 shares 1,485 $118K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $117K <0.01% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,334 shares; 2026Q2: 3,334 shares 3,334 $117K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,454 shares; 2026Q2: 4,351 shares 4,351 $116K <0.01% +1,897 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $115K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,520 shares; 2026Q2: 1,520 shares 1,520 $115K <0.01% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,922 shares; 2026Q2: 1,922 shares 1,922 $114K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,919 shares; 2025Q3: 1,919 shares; 2025Q4: not reported; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $114K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,059 shares; 2025Q1: 11,535 shares; 2025Q2: 10,035 shares; 2025Q3: 9,835 shares; 2025Q4: not reported; 2026Q1: 6,106 shares; 2026Q2: 6,106 shares 6,106 $113K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $113K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,807 shares; 2026Q2: 3,374 shares 3,374 $112K <0.01% +1,567 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares; 2026Q2: 1,243 shares 1,243 $112K <0.01% +1,014 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $111K <0.01% 0 Timeline VOOG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares; 2026Q2: 1,332 shares 1,332 $110K <0.01% +1,110 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,264 shares; 2026Q2: 1,264 shares 1,264 $110K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,174 shares; 2026Q2: 1,174 shares 1,174 $110K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares; 2026Q2: 1,714 shares 1,714 $110K <0.01% +14 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,169 shares; 2026Q2: 2,169 shares 2,169 $110K <0.01% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $109K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,455 shares; 2025Q1: 15,327 shares; 2025Q2: 15,907 shares; 2025Q3: 2,855 shares; 2025Q4: 1,960 shares; 2026Q1: 1,045 shares; 2026Q2: 875 shares 875 $109K <0.01% -170 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $108K <0.01% 0 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,271 shares; 2025Q1: 10,271 shares; 2025Q2: 10,271 shares; 2025Q3: 10,271 shares; 2025Q4: 10,271 shares; 2026Q1: 10,271 shares; 2026Q2: 10,271 shares 10,271 $107K <0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares 1,060 $105K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 525 shares 525 $105K <0.01% +25 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares; 2026Q2: 896 shares 896 $105K <0.01% +512 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 209,755 shares; 2025Q1: 208,874 shares; 2025Q2: 201,129 shares; 2025Q3: 140,369 shares; 2025Q4: 122,883 shares; 2026Q1: 5,875 shares; 2026Q2: 5,666 shares 5,666 $102K <0.01% -209 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,940 shares; 2026Q2: 3,940 shares 3,940 $102K <0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $102K <0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares; 2026Q2: 175 shares 175 $101K <0.01% -65 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,258 shares; 2026Q2: 1,206 shares 1,206 $101K <0.01% -52 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $101K <0.01% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $100K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 51 shares 51 $99.6K <0.01% +1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,469 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 895 shares; 2026Q2: 893 shares 893 $96.4K <0.01% -2 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,468 shares; 2026Q2: 1,400 shares 1,400 $95.4K <0.01% -68 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $94.3K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares; 2026Q2: 350 shares 350 $92.9K <0.01% -21 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $90.7K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82 shares; 2026Q2: 659 shares 659 $90.3K <0.01% +577 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 828 shares; 2026Q2: 1,078 shares 1,078 $89.1K <0.01% +250 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $89.1K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,398 shares; 2025Q1: 1,498 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 352 shares; 2026Q2: 352 shares 352 $88.8K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,145 shares; 2026Q2: 1,145 shares 1,145 $88.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares; 2026Q2: 392 shares 392 $88.3K <0.01% +71 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $86.2K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares; 2026Q2: 727 shares 727 $85.8K <0.01% +88 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $85.3K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145 shares; 2026Q2: 150 shares 150 $84K <0.01% +5 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $83.9K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $82.3K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 374 shares; 2026Q2: 375 shares 375 $81.6K <0.01% +1 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $81.4K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares; 2026Q2: 187 shares 187 $80.7K <0.01% +7 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $77.3K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,041 shares; 2026Q2: 5,540 shares 5,540 $77K <0.01% -3,501 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $76.5K <0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $76.5K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 991 shares; 2026Q2: 991 shares 991 $75.7K <0.01% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $75.5K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $75.4K <0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares; 2026Q2: 191 shares 191 $74.6K <0.01% +68 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $74.3K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $73.7K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $73.2K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,545 shares; 2026Q2: 1,545 shares 1,545 $72K <0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,355 shares; 2026Q2: 2,355 shares 2,355 $69.2K <0.01% -1,000 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,415 shares; 2025Q4: 1,716 shares; 2026Q1: 601 shares; 2026Q2: 585 shares 585 $68.3K <0.01% -16 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $68K <0.01% 0 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,923 shares; 2026Q2: 2,923 shares 2,923 $68K <0.01% 0 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $67.9K <0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $67.5K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,676 shares; 2026Q2: 3,151 shares 3,151 $67.4K <0.01% -525 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,614 shares; 2026Q2: 1,820 shares 1,820 $66.9K <0.01% +206 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $66.4K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 862 shares; 2026Q2: 2,391 shares 2,391 $66.2K <0.01% +1,529 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 724 shares 724 $66K <0.01% +74 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $65.7K <0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,989 shares; 2026Q2: 6,789 shares 6,789 $65K <0.01% -2,200 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,736 shares; 2025Q1: 35,698 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 492 shares; 2026Q2: 492 shares 492 $64.3K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 769 shares 769 $63.9K <0.01% +569 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421 shares; 2026Q2: 421 shares 421 $63.7K <0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares; 2026Q2: 838 shares 838 $63.6K <0.01% 0 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,661 shares; 2026Q2: 2,661 shares 2,661 $63.3K <0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 510 shares; 2026Q2: 540 shares 540 $62.9K <0.01% +30 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $62.7K <0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940 shares; 2026Q2: 940 shares 940 $62.6K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $62.5K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 670 shares; 2026Q2: 580 shares 580 $62.4K <0.01% -90 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $62.3K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $62.2K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,095 shares; 2026Q2: 845 shares 845 $62K <0.01% -250 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares 996 $61K <0.01% new Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $60.9K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 91 shares 91 $60.7K <0.01% -9 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $60.7K <0.01% 0 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,590 shares; 2026Q2: 1,590 shares 1,590 $60.6K <0.01% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $59.7K <0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $59.5K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $58.9K <0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,055 shares; 2026Q2: 1,055 shares 1,055 $58.8K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 431 shares; 2026Q2: 250 shares 250 $57.4K <0.01% -181 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $57.1K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533 shares 533 $57.1K <0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,598 shares; 2025Q1: 5,598 shares; 2025Q2: 5,307 shares; 2025Q3: 5,307 shares; 2025Q4: 5,597 shares; 2026Q1: 613 shares; 2026Q2: 500 shares 500 $56.6K <0.01% -113 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,036 shares; 2026Q2: 3,035 shares 3,035 $56.6K <0.01% -1 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $56.5K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 530 shares; 2026Q2: 790 shares 790 $56.4K <0.01% +260 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $56.4K <0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $56K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $55.8K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $55.8K <0.01% 0 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,421 shares; 2026Q2: 1,421 shares 1,421 $54.9K <0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,082 shares; 2026Q2: 727 shares 727 $54.8K <0.01% -1,355 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 345 shares 345 $54.7K <0.01% +145 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,057 shares; 2026Q2: 2,057 shares 2,057 $54.6K <0.01% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 408 shares; 2026Q2: 408 shares 408 $53.5K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $53.4K <0.01% 0 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 885 shares; 2026Q2: 885 shares 885 $53K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 215 shares 215 $52.9K <0.01% +15 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares 1,905 $52.7K <0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 821 shares; 2026Q2: 821 shares 821 $52.4K <0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $51.9K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $51.9K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $51.7K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $50.9K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168 shares 168 $50.2K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 972 shares; 2026Q2: 700 shares 700 $50.1K <0.01% -272 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,023 shares; 2026Q2: 1,024 shares 1,024 $49.7K <0.01% +1 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $49.7K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 981 shares; 2026Q2: 598 shares 598 $48.1K <0.01% -383 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $48K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $47.8K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254 shares; 2026Q2: 271 shares 271 $46.7K <0.01% +17 Timeline SPXU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $46.3K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,230 shares; 2026Q2: 900 shares 900 $45.7K <0.01% -330 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $45.3K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares 1,056 $44.1K <0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $44K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $43.6K <0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $43.5K <0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $43.4K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 825 shares 825 $43.4K <0.01% +25 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares 1,231 $42.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares; 2026Q2: 74 shares 74 $42.7K <0.01% +6 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620 shares; 2026Q2: 620 shares 620 $42.3K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $42.3K <0.01% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $41.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 20 shares 20 $41.6K <0.01% -3 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares; 2026Q2: 568 shares 568 $41.2K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $41.1K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $40.8K <0.01% 0 Timeline BSVN BANK7 CORP More: the full row for BANK7 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $40.6K <0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares; 2026Q2: 399 shares 399 $40.6K <0.01% +313 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208 shares; 2026Q2: 200 shares 200 $40.3K <0.01% -8 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 521 shares; 2026Q2: 521 shares 521 $39.9K <0.01% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $39.7K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 165,694 shares; 2025Q1: 160,524 shares; 2025Q2: 142,613 shares; 2025Q3: 139,991 shares; 2025Q4: 2,269 shares; 2026Q1: 1,130 shares; 2026Q2: 550 shares 550 $39.5K <0.01% -580 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97 shares; 2026Q2: 94 shares 94 $39K <0.01% -3 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $37.7K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $37.4K <0.01% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,492 shares; 2026Q2: 2,492 shares 2,492 $37.2K <0.01% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $37K <0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $36.9K <0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136 shares 136 $36K <0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $35.2K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $34.7K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $34.4K <0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,229 shares; 2026Q2: 1,583 shares 1,583 $34.1K <0.01% -646 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $34K <0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $33.8K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $33.4K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $33.2K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $32.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 324 shares; 2026Q2: 350 shares 350 $32.3K <0.01% +26 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $32.2K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $32.1K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $31.8K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 522 shares; 2026Q2: 419 shares 419 $31.7K <0.01% -103 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $30.8K <0.01% 0 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,154 shares; 2026Q2: 1,154 shares 1,154 $30.2K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,721 shares; 2025Q1: 1,688 shares; 2025Q2: 1,290 shares; 2025Q3: 585 shares; 2025Q4: not reported; 2026Q1: 210 shares; 2026Q2: 99 shares 99 $29.8K <0.01% -111 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $29.8K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $29.2K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 25 shares 25 $28.9K <0.01% -17 BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,527 shares; 2025Q1: 10,546 shares; 2025Q2: 7,356 shares; 2025Q3: 5,294 shares; 2025Q4: 3,419 shares; 2026Q1: 1,696 shares; 2026Q2: 659 shares 659 $28.1K <0.01% -1,037 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 100 shares 100 $28K <0.01% -25 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,728 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares; 2026Q2: 144 shares 144 $28K <0.01% -959 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $28K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $27.7K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $27.1K <0.01% 0 Timeline