IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232,944 shares; 2024Q4: 3,546,845 shares; 2025Q1: 3,029,980 shares; 2025Q2: 3,364,915 shares; 2025Q3: 3,440,674 shares; 2025Q4: 3,456,934 shares; 2026Q1: 3,550,678 shares 3,550,678 $321M 13.63% +93,744 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,233,208 shares; 2025Q2: 1,409,149 shares; 2025Q3: 1,456,404 shares; 2025Q4: 1,604,085 shares; 2026Q1: 1,625,697 shares 1,625,697 $319M 13.52% +21,612 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 560,420 shares; 2025Q2: 586,269 shares; 2025Q3: 568,297 shares; 2025Q4: 590,640 shares; 2026Q1: 608,080 shares 608,080 $266M 11.26% +17,440 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,162 shares; 2024Q4: 381,080 shares; 2025Q1: 381,672 shares; 2025Q2: 357,615 shares; 2025Q3: 350,127 shares; 2025Q4: 353,558 shares; 2026Q1: 359,025 shares 359,025 $207M 8.79% +5,467 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286,004 shares; 2025Q3: 290,541 shares; 2025Q4: 587,480 shares; 2026Q1: 614,254 shares 614,254 $118M 5% +26,774 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,926 shares; 2024Q4: 8,426 shares; 2025Q1: 158,685 shares; 2025Q2: 346,034 shares; 2025Q3: 343,893 shares; 2025Q4: 333,970 shares; 2026Q1: 341,452 shares 341,452 $110M 4.64% +7,482 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,252,623 shares; 2025Q1: 1,441,969 shares; 2025Q2: 1,516,195 shares; 2025Q3: 1,571,923 shares; 2025Q4: 1,581,036 shares; 2026Q1: 1,753,318 shares 1,753,318 $99.2M 4.21% +172,282 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,123 shares; 2024Q4: 158,072 shares; 2025Q1: 177,995 shares; 2025Q2: 181,275 shares; 2025Q3: 179,983 shares; 2025Q4: 149,089 shares; 2026Q1: 148,629 shares 148,629 $88.8M 3.77% -460 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,104 shares; 2024Q4: 516,482 shares; 2025Q1: 551,354 shares; 2025Q2: 529,906 shares; 2025Q3: 560,906 shares; 2025Q4: 616,369 shares; 2026Q1: 656,447 shares 656,447 $65.2M 2.76% +40,078 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,279 shares; 2024Q4: 626,349 shares; 2025Q1: 618,143 shares; 2025Q2: 530,257 shares; 2025Q3: 502,821 shares; 2025Q4: 547,342 shares; 2026Q1: 598,332 shares 598,332 $59.5M 2.52% +50,990 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236,609 shares; 2025Q1: 462,997 shares; 2025Q2: 446,592 shares; 2025Q3: 778,461 shares; 2025Q4: 844,957 shares; 2026Q1: 897,929 shares 897,929 $42.2M 1.79% +52,972 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; 2024Q2: restricted; 2024Q3: 280,803 shares; 2024Q4: 299,766 shares; 2025Q1: 238,223 shares; 2025Q2: 443,909 shares; 2025Q3: 440,112 shares; 2025Q4: 441,486 shares; 2026Q1: 368,729 shares 368,729 $33.8M 1.43% -72,757 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,265 shares; 2024Q4: 205,806 shares; 2025Q1: 204,306 shares; 2025Q2: 182,187 shares; 2025Q3: 184,402 shares; 2025Q4: 185,480 shares; 2026Q1: 186,526 shares 186,526 $32.5M 1.38% +1,046 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,414 shares; 2025Q4: 238,849 shares; 2026Q1: 477,660 shares 477,660 $24.1M 1.02% +238,811 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,190 shares; 2024Q4: 52,851 shares; 2025Q1: 55,017 shares; 2025Q2: 75,260 shares; 2025Q3: 81,300 shares; 2025Q4: 83,123 shares; 2026Q1: 82,445 shares 82,445 $17.1M 0.72% -678 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,027 shares; 2024Q4: 24,723 shares; 2025Q1: 25,000 shares; 2025Q2: 26,461 shares; 2025Q3: 26,526 shares; 2025Q4: 26,255 shares; 2026Q1: 25,907 shares 25,907 $16.8M 0.71% -348 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,284 shares; 2024Q4: 35,291 shares; 2025Q1: 37,535 shares; 2025Q2: 38,472 shares; 2025Q3: 38,864 shares; 2025Q4: 40,043 shares; 2026Q1: 45,100 shares 45,100 $16.7M 0.71% +5,057 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,588 shares; 2024Q4: 83,321 shares; 2025Q1: 86,417 shares; 2025Q2: 92,105 shares; 2025Q3: 95,600 shares; 2025Q4: 96,099 shares; 2026Q1: 94,753 shares 94,753 $16.1M 0.68% -1,346 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,994 shares; 2024Q4: 72,656 shares; 2025Q1: 70,206 shares; 2025Q2: 69,834 shares; 2025Q3: 61,461 shares; 2025Q4: 55,187 shares; 2026Q1: 55,112 shares 55,112 $14M 0.59% -75 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,644 shares; 2024Q4: 76,842 shares; 2025Q1: 81,170 shares; 2025Q2: 71,585 shares; 2025Q3: 56,353 shares; 2025Q4: 49,368 shares; 2026Q1: 35,674 shares 35,674 $14M 0.59% -13,694 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,063 shares; 2024Q4: 142,231 shares; 2025Q1: 154,036 shares; 2025Q2: 178,456 shares; 2025Q3: 181,506 shares; 2025Q4: 170,052 shares; 2026Q1: 149,635 shares 149,635 $14M 0.59% -20,417 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,719 shares; 2024Q4: 62,360 shares; 2025Q1: 65,806 shares; 2025Q2: 66,032 shares; 2025Q3: 66,506 shares; 2025Q4: 63,828 shares; 2026Q1: 65,371 shares 65,371 $13.6M 0.58% +1,543 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,031 shares; 2024Q4: 331,802 shares; 2025Q1: 366,542 shares; 2025Q2: 433,983 shares; 2025Q3: 457,094 shares; 2025Q4: 445,650 shares; 2026Q1: 472,862 shares 472,862 $13.3M 0.56% +27,212 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,699 shares; 2024Q4: 121,812 shares; 2025Q1: 125,073 shares; 2025Q2: 104,638 shares; 2025Q3: 106,150 shares; 2025Q4: 127,901 shares; 2026Q1: 131,097 shares 131,097 $12.7M 0.54% +3,196 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,731 shares; 2024Q4: 184,683 shares; 2025Q1: 193,656 shares; 2025Q2: 249,761 shares; 2025Q3: 258,893 shares; 2025Q4: 259,383 shares; 2026Q1: 246,289 shares 246,289 $12.4M 0.52% -13,094 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 17,483 shares; 2025Q1: 19,240 shares; 2025Q2: 19,475 shares; 2025Q3: 19,832 shares; 2025Q4: 20,186 shares; 2026Q1: 21,305 shares 21,305 $12.2M 0.52% +1,119 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,183 shares; 2024Q4: 51,365 shares; 2025Q1: 51,550 shares; 2025Q2: 44,165 shares; 2025Q3: 45,848 shares; 2025Q4: 45,962 shares; 2026Q1: 50,274 shares 50,274 $12.2M 0.52% +4,312 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; 2024Q2: restricted; 2024Q3: 127,942 shares; 2024Q4: 150,978 shares; 2025Q1: 167,536 shares; 2025Q2: 172,487 shares; 2025Q3: 167,317 shares; 2025Q4: 161,149 shares; 2026Q1: 163,244 shares 163,244 $11.9M 0.5% +2,095 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,817 shares; 2024Q4: 73,150 shares; 2025Q1: 73,770 shares; 2025Q2: 71,191 shares; 2025Q3: 60,248 shares; 2025Q4: 52,915 shares; 2026Q1: 53,651 shares 53,651 $11.7M 0.49% +736 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,989 shares; 2024Q4: 39,747 shares; 2025Q1: 43,652 shares; 2025Q2: 44,157 shares; 2025Q3: 45,131 shares; 2025Q4: 42,056 shares; 2026Q1: 40,494 shares 40,494 $11.6M 0.49% -1,562 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 30,733 shares; 2025Q1: 31,470 shares; 2025Q2: 30,210 shares; 2025Q3: 30,565 shares; 2025Q4: 29,962 shares; 2026Q1: 32,282 shares 32,282 $11.4M 0.48% +2,320 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,772 shares; 2024Q4: 175,742 shares; 2025Q1: 184,909 shares; 2025Q2: 183,114 shares; 2025Q3: 185,855 shares; 2025Q4: 184,972 shares; 2026Q1: 180,873 shares 180,873 $11.3M 0.48% -4,099 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,507 shares; 2024Q4: 202,500 shares; 2025Q1: 205,706 shares; 2025Q2: 149,621 shares; 2025Q3: 150,714 shares; 2025Q4: 148,953 shares; 2026Q1: 145,244 shares 145,244 $11.3M 0.48% -3,709 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,094 shares; 2024Q4: 67,806 shares; 2025Q1: 74,230 shares; 2025Q2: 113,299 shares; 2025Q3: 124,617 shares; 2025Q4: 115,625 shares; 2026Q1: 110,120 shares 110,120 $10.8M 0.46% -5,505 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,641 shares; 2024Q4: 118,187 shares; 2025Q1: 116,162 shares; 2025Q2: 77,196 shares; 2025Q3: 78,585 shares; 2025Q4: 76,577 shares; 2026Q1: 76,657 shares 76,657 $10.7M 0.45% +80 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,087 shares; 2024Q4: 84,526 shares; 2025Q1: 87,629 shares; 2025Q2: 78,607 shares; 2025Q3: 79,284 shares; 2025Q4: 77,541 shares; 2026Q1: 79,698 shares 79,698 $10.4M 0.44% +2,157 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,055 shares; 2024Q4: 43,015 shares; 2025Q1: 44,547 shares; 2025Q2: 48,358 shares; 2025Q3: 53,524 shares; 2025Q4: 50,771 shares; 2026Q1: 105,250 shares 105,250 $10.2M 0.43% +54,479 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 3,214 shares; 2025Q1: 3,096 shares; 2025Q2: 65,092 shares; 2025Q3: 65,923 shares; 2025Q4: 65,356 shares; 2026Q1: 65,380 shares 65,380 $10.2M 0.43% +24 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,911 shares; 2024Q4: 181,513 shares; 2025Q1: 195,082 shares; 2025Q2: 186,766 shares; 2025Q3: 192,881 shares; 2025Q4: 184,200 shares; 2026Q1: 182,228 shares 182,228 $10.1M 0.43% -1,972 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,185 shares; 2024Q4: 32,726 shares; 2025Q1: 36,594 shares; 2025Q2: 37,516 shares; 2025Q3: 38,677 shares; 2025Q4: 34,955 shares; 2026Q1: 33,369 shares 33,369 $9.57M 0.41% -1,586 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,773 shares; 2024Q4: 94,800 shares; 2025Q1: 106,802 shares; 2025Q2: 114,997 shares; 2025Q3: 122,761 shares; 2025Q4: 123,703 shares; 2026Q1: 118,013 shares 118,013 $9.51M 0.4% -5,690 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,002 shares; 2024Q4: 378,422 shares; 2025Q1: 384,065 shares; 2025Q2: 308,905 shares; 2025Q3: 314,455 shares; 2025Q4: 327,243 shares; 2026Q1: 326,659 shares 326,659 $9.47M 0.4% -584 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,122 shares; 2024Q4: 73,715 shares; 2025Q1: 79,039 shares; 2025Q2: 82,092 shares; 2025Q3: 86,518 shares; 2025Q4: 85,432 shares; 2026Q1: 96,775 shares 96,775 $9.45M 0.4% +11,343 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; 2024Q2: restricted; 2024Q3: 427,727 shares; 2024Q4: 484,052 shares; 2025Q1: 500,498 shares; 2025Q2: 504,792 shares; 2025Q3: 530,194 shares; 2025Q4: 534,586 shares; 2026Q1: 517,344 shares 517,344 $9.32M 0.4% -17,242 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,446 shares; 2024Q4: 161,246 shares; 2025Q1: 189,766 shares; 2025Q2: 219,755 shares; 2025Q3: 249,306 shares; 2025Q4: 246,954 shares; 2026Q1: 215,197 shares 215,197 $8.96M 0.38% -31,757 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 240,893 shares; 2025Q1: 254,375 shares; 2025Q2: 254,464 shares; 2025Q3: 265,198 shares; 2025Q4: 265,786 shares; 2026Q1: 260,082 shares 260,082 $8.72M 0.37% -5,704 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,130 shares; 2024Q4: 183,755 shares; 2025Q1: 342,371 shares; 2025Q2: 349,575 shares; 2025Q3: 326,392 shares; 2025Q4: 326,718 shares; 2026Q1: 346,070 shares 346,070 $8.24M 0.35% +19,352 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,274 shares; 2024Q4: 237,494 shares; 2025Q1: 263,405 shares; 2025Q2: 333,942 shares; 2025Q3: 345,930 shares; 2025Q4: 334,524 shares; 2026Q1: 338,100 shares 338,100 $7.6M 0.32% +3,576 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,689 shares; 2024Q4: 477,423 shares; 2025Q1: 526,896 shares; 2025Q2: 590,228 shares; 2025Q3: 587,645 shares; 2025Q4: 552,650 shares; 2026Q1: 535,974 shares 535,974 $7.24M 0.31% -16,676 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,634 shares; 2024Q4: 12,798 shares; 2025Q1: 18,647 shares; 2025Q2: 18,953 shares; 2025Q3: 18,922 shares; 2025Q4: 19,900 shares; 2026Q1: 21,258 shares 21,258 $6.58M 0.28% +1,358 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,032 shares; 2024Q4: 18,391 shares; 2025Q1: 18,749 shares; 2025Q2: 20,785 shares; 2025Q3: 20,082 shares; 2025Q4: 20,132 shares; 2026Q1: 20,701 shares 20,701 $6.09M 0.26% +569 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,871 shares 52,871 $6.08M 0.26% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,073 shares; 2025Q1: 68,836 shares; 2025Q2: 71,445 shares; 2025Q3: 76,071 shares; 2025Q4: 73,049 shares; 2026Q1: 73,854 shares 73,854 $6.01M 0.25% +805 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232,851 shares 232,851 $5.52M 0.23% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,668 shares 101,668 $5.44M 0.23% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,705 shares; 2024Q4: 282,825 shares; 2025Q1: 310,831 shares; 2025Q2: 340,176 shares; 2025Q3: 406,298 shares; 2025Q4: 373,277 shares; 2026Q1: 342,700 shares 342,700 $5.39M 0.23% -30,577 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,159 shares 141,159 $5.25M 0.22% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 14,401 shares; 2025Q1: 14,470 shares; 2025Q2: 15,663 shares; 2025Q3: 15,863 shares; 2025Q4: 16,803 shares; 2026Q1: 17,311 shares 17,311 $5.23M 0.22% +508 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,740 shares; 2025Q1: 9,032 shares; 2025Q2: 9,249 shares; 2025Q3: 11,346 shares; 2025Q4: 12,943 shares; 2026Q1: 13,556 shares 13,556 $4.58M 0.19% +613 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,888 shares; 2024Q4: 10,122 shares; 2025Q1: 9,964 shares; 2025Q2: 9,986 shares; 2025Q3: 29,626 shares; 2025Q4: 29,523 shares; 2026Q1: 29,153 shares 29,153 $4.21M 0.18% -370 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,433 shares; 2024Q4: 13,693 shares; 2025Q1: 14,956 shares; 2025Q2: 12,453 shares; 2025Q3: 11,260 shares; 2025Q4: 11,031 shares; 2026Q1: 11,140 shares 11,140 $4.14M 0.18% +109 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,328 shares; 2024Q4: 12,699 shares; 2025Q1: 12,821 shares; 2025Q2: 12,989 shares; 2025Q3: 17,466 shares; 2025Q4: 11,021 shares; 2026Q1: 11,749 shares 11,749 $3.65M 0.15% +728 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,349 shares; 2025Q1: 3,284 shares; 2025Q2: 3,284 shares; 2025Q3: 7,633 shares; 2025Q4: 7,475 shares; 2026Q1: 20,643 shares 20,643 $3.04M 0.13% +13,168 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,235 shares; 2025Q2: 21,024 shares; 2025Q3: 30,318 shares; 2025Q4: 49,351 shares; 2026Q1: 60,229 shares 60,229 $2.75M 0.12% +10,878 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 5,680 shares; 2025Q1: 6,083 shares; 2025Q2: 6,251 shares; 2025Q3: 6,380 shares; 2025Q4: 6,447 shares; 2026Q1: 5,428 shares 5,428 $2.71M 0.11% -1,019 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 10,987 shares; 2025Q1: 19,877 shares; 2025Q2: 20,203 shares; 2025Q3: 19,979 shares; 2025Q4: 20,968 shares; 2026Q1: 21,405 shares 21,405 $2.66M 0.11% +437 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,370 shares; 2025Q1: 2,551 shares; 2025Q2: 2,634 shares; 2025Q3: 2,240 shares; 2025Q4: 2,395 shares; 2026Q1: 2,519 shares 2,519 $2.51M 0.11% +124 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 46,837 shares; 2025Q1: 35,272 shares; 2025Q2: 36,385 shares; 2025Q3: 38,612 shares; 2025Q4: 42,447 shares; 2026Q1: 43,491 shares 43,491 $2.47M 0.1% +1,044 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: 2,551 shares; 2026Q1: 32,019 shares 32,019 $2.3M 0.1% +29,468 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,236 shares; 2024Q4: 35,236 shares; 2025Q1: 36,501 shares; 2025Q2: 38,577 shares; 2025Q3: 36,005 shares; 2025Q4: 36,005 shares; 2026Q1: 35,847 shares 35,847 $2.3M 0.1% -158 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; 2024Q2: restricted; 2024Q3: 24,688 shares; 2024Q4: 24,688 shares; 2025Q1: 24,688 shares; 2025Q2: 26,287 shares; 2025Q3: 29,049 shares; 2025Q4: 30,216 shares; 2026Q1: 30,216 shares 30,216 $2.27M 0.1% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,205 shares; 2024Q4: 26,103 shares; 2025Q1: 23,611 shares; 2025Q2: 26,710 shares; 2025Q3: 27,364 shares; 2025Q4: 27,791 shares; 2026Q1: 29,440 shares 29,440 $2.24M 0.09% +1,649 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,580 shares; 2025Q1: 4,609 shares; 2025Q2: 4,512 shares; 2025Q3: 4,669 shares; 2025Q4: 4,674 shares; 2026Q1: 4,635 shares 4,635 $2.22M 0.09% -39 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,701 shares; 2025Q1: 4,872 shares; 2025Q2: 7,373 shares; 2025Q3: 7,411 shares; 2025Q4: 8,786 shares; 2026Q1: 9,397 shares 9,397 $2.22M 0.09% +611 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 8,973 shares; 2025Q1: 9,572 shares; 2025Q2: 9,616 shares; 2025Q3: 9,309 shares; 2025Q4: 9,499 shares; 2026Q1: 10,542 shares 10,542 $2.14M 0.09% +1,043 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,497 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares; 2025Q3: 1,766 shares; 2025Q4: 2,308 shares; 2026Q1: 2,280 shares 2,280 $2.1M 0.09% -28 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 2,092 shares; 2025Q1: 2,048 shares; 2025Q2: 2,102 shares; 2025Q3: 2,096 shares; 2025Q4: 21,296 shares; 2026Q1: 21,709 shares 21,709 $2.09M 0.09% +413 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 43,824 shares; 2025Q1: 34,061 shares; 2025Q2: 40,066 shares; 2025Q3: 67,943 shares; 2025Q4: 104,155 shares; 2026Q1: 67,900 shares 67,900 $2.08M 0.09% -36,255 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 5,046 shares; 2025Q1: 5,319 shares; 2025Q2: 5,864 shares; 2025Q3: 5,953 shares; 2025Q4: 6,080 shares; 2026Q1: 6,239 shares 6,239 $2.05M 0.09% +159 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,462 shares; 2025Q1: 24,583 shares; 2025Q2: 24,462 shares; 2025Q3: 24,036 shares; 2025Q4: 23,914 shares; 2026Q1: 23,825 shares 23,825 $1.69M 0.07% -89 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,946 shares; 2024Q4: 696,473 shares; 2025Q1: 680,876 shares; 2025Q2: 711,664 shares; 2025Q3: 721,199 shares; 2025Q4: 107,334 shares; 2026Q1: 9,961 shares 9,961 $1.48M 0.06% -97,373 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,651 shares; 2026Q1: 45,866 shares 45,866 $1.47M 0.06% +31,215 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 2,492 shares; 2025Q3: 2,415 shares; 2025Q4: 1,920 shares; 2026Q1: 1,854 shares 1,854 $1.31M 0.06% -66 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,006 shares; 2024Q4: 88,006 shares; 2025Q1: 88,006 shares; 2025Q2: 88,006 shares; 2025Q3: 88,006 shares; 2025Q4: 88,006 shares; 2026Q1: 88,006 shares 88,006 $1.31M 0.06% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 4,394 shares; 2025Q1: 4,228 shares; 2025Q2: 5,446 shares; 2025Q3: 5,379 shares; 2025Q4: 5,157 shares; 2026Q1: 5,218 shares 5,218 $1.28M 0.05% +61 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,438 shares; 2024Q4: 15,136 shares; 2025Q1: 13,971 shares; 2025Q2: 13,664 shares; 2025Q3: 5,405 shares; 2025Q4: 5,247 shares; 2026Q1: 11,241 shares 11,241 $1.26M 0.05% +5,994 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,995 shares; 2024Q4: 6,924 shares; 2025Q1: 5,266 shares; 2025Q2: 5,232 shares; 2025Q3: 5,216 shares; 2025Q4: 4,932 shares; 2026Q1: 3,948 shares 3,948 $1.26M 0.05% -984 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 4,379 shares; 2025Q1: 6,362 shares; 2025Q2: 6,568 shares; 2025Q3: 6,882 shares; 2025Q4: 6,800 shares; 2026Q1: 3,643 shares 3,643 $1.25M 0.05% -3,157 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,763 shares; 2025Q2: 3,800 shares; 2025Q3: 3,720 shares; 2025Q4: 3,657 shares; 2026Q1: 3,580 shares 3,580 $1.21M 0.05% -77 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,720 shares; 2025Q2: 7,569 shares; 2025Q3: 7,646 shares; 2025Q4: 7,646 shares; 2026Q1: 7,667 shares 7,667 $1.12M 0.05% +21 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,846 shares; 2024Q4: 18,435 shares; 2025Q1: 14,274 shares; 2025Q2: 30,078 shares; 2025Q3: 29,851 shares; 2025Q4: 25,476 shares; 2026Q1: 23,847 shares 23,847 $1.11M 0.05% -1,629 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,333 shares; 2025Q1: 3,333 shares; 2025Q2: 3,333 shares; 2025Q3: 3,333 shares; 2025Q4: 3,583 shares; 2026Q1: 3,588 shares 3,588 $1.09M 0.05% +5 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,421 shares; 2025Q3: 7,508 shares; 2025Q4: 7,857 shares; 2026Q1: 8,836 shares 8,836 $1.08M 0.05% +979 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 6,723 shares; 2025Q1: 6,722 shares; 2025Q2: 8,521 shares; 2025Q3: 8,460 shares; 2025Q4: 7,797 shares; 2026Q1: 7,327 shares 7,327 $1.06M 0.05% -470 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,605 shares; 2024Q4: 10,134 shares; 2025Q1: 9,919 shares; 2025Q2: 11,737 shares; 2025Q3: 11,835 shares; 2025Q4: 11,662 shares; 2026Q1: 11,126 shares 11,126 $1.03M 0.04% -536 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,391 shares; 2024Q4: 17,355 shares; 2025Q1: 17,370 shares; 2025Q2: 20,117 shares; 2025Q3: 19,622 shares; 2025Q4: 20,365 shares; 2026Q1: 20,509 shares 20,509 $1000K 0.04% +144 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,172 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,103 shares 1,103 $987K 0.04% +7 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares; 2026Q1: 1,281 shares 1,281 $894K 0.04% 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; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 3,324 shares; 2025Q3: 3,324 shares; 2025Q4: 3,324 shares; 2026Q1: 3,985 shares 3,985 $851K 0.04% +661 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,187 shares; 2025Q1: 16,483 shares; 2025Q2: 16,187 shares; 2025Q3: 15,646 shares; 2025Q4: 15,560 shares; 2026Q1: 15,335 shares 15,335 $851K 0.04% -225 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,347 shares; 2024Q4: 22,347 shares; 2025Q1: 22,347 shares; 2025Q2: 21,812 shares; 2025Q3: 18,218 shares; 2025Q4: 17,288 shares; 2026Q1: 17,088 shares 17,088 $844K 0.04% -200 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,661 shares; 2024Q4: 8,597 shares; 2025Q1: 7,940 shares; 2025Q2: 5,637 shares; 2025Q3: 5,763 shares; 2025Q4: 5,431 shares; 2026Q1: 4,505 shares 4,505 $841K 0.04% -926 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,063 shares; 2025Q1: 4,920 shares; 2025Q2: 4,589 shares; 2025Q3: 4,589 shares; 2025Q4: 4,294 shares; 2026Q1: 4,031 shares 4,031 $836K 0.04% -263 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,590 shares; 2025Q1: 2,686 shares; 2025Q2: 2,964 shares; 2025Q3: 1,433 shares; 2025Q4: 1,428 shares; 2026Q1: 1,430 shares 1,430 $806K 0.03% +2 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,151 shares; 2025Q3: 29,934 shares; 2025Q4: 29,934 shares; 2026Q1: 13,253 shares 13,253 $776K 0.03% -16,681 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 2,461 shares; 2025Q4: 1,718 shares; 2026Q1: 1,798 shares 1,798 $774K 0.03% +80 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 2,819 shares; 2025Q1: 2,819 shares; 2025Q2: 2,709 shares; 2025Q3: 2,710 shares; 2025Q4: 2,533 shares; 2026Q1: 2,288 shares 2,288 $718K 0.03% -245 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,015 shares; 2025Q1: 14,848 shares; 2025Q2: 7,922 shares; 2025Q3: 6,858 shares; 2025Q4: 17,042 shares; 2026Q1: 13,970 shares 13,970 $710K 0.03% -3,072 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 5,327 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares; 2025Q4: 4,689 shares; 2026Q1: 4,309 shares 4,309 $709K 0.03% -380 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,283 shares; 2025Q1: 5,592 shares; 2025Q2: 5,388 shares; 2025Q3: 5,359 shares; 2025Q4: 4,819 shares; 2026Q1: 2,497 shares 2,497 $685K 0.03% -2,322 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares; 2026Q1: 2,181 shares 2,181 $659K 0.03% +12 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,766 shares; 2025Q1: 1,766 shares; 2025Q2: 1,700 shares; 2025Q3: 1,721 shares; 2025Q4: 1,700 shares; 2026Q1: 1,541 shares 1,541 $657K 0.03% -159 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,613 shares; 2024Q4: 70,718 shares; 2025Q1: 69,685 shares; 2025Q2: 69,339 shares; 2025Q3: 67,063 shares; 2025Q4: 13,379 shares; 2026Q1: 13,374 shares 13,374 $590K 0.03% -5 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,398 shares; 2025Q1: 1,335 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935 $577K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 721 shares; 2025Q1: 2,136 shares; 2025Q2: 2,213 shares; 2025Q3: 2,319 shares; 2025Q4: 1,415 shares; 2026Q1: 1,474 shares 1,474 $575K 0.02% +59 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 585 shares; 2025Q3: 587 shares; 2025Q4: 615 shares; 2026Q1: 597 shares 597 $574K 0.02% -18 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,235 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,084 shares; 2025Q4: 2,079 shares; 2026Q1: 1,732 shares 1,732 $565K 0.02% -347 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,853 shares; 2025Q1: 3,853 shares; 2025Q2: 3,923 shares; 2025Q3: 3,851 shares; 2025Q4: 3,790 shares; 2026Q1: 3,824 shares 3,824 $554K 0.02% +34 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,002 shares; 2025Q4: 7,903 shares; 2026Q1: 7,856 shares 7,856 $551K 0.02% -47 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,537 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares; 2026Q1: 2,409 shares 2,409 $545K 0.02% +14 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,118 shares; 2025Q4: 5,345 shares; 2026Q1: 5,672 shares 5,672 $535K 0.02% +327 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 7,324 shares; 2025Q1: 3,113 shares; 2025Q2: 3,754 shares; 2025Q3: 3,603 shares; 2025Q4: 3,145 shares; 2026Q1: 1,966 shares 1,966 $532K 0.02% -1,179 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,451 shares; 2025Q3: 1,384 shares; 2025Q4: 1,309 shares; 2026Q1: 1,381 shares 1,381 $507K 0.02% +72 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 2,603 shares; 2025Q3: 3,080 shares; 2025Q4: 2,733 shares; 2026Q1: 2,613 shares 2,613 $507K 0.02% -120 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,271 shares; 2024Q4: 5,219 shares; 2025Q1: 4,854 shares; 2025Q2: 4,715 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,802 shares 3,802 $502K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,181 shares; 2025Q2: 1,151 shares; 2025Q3: 1,008 shares; 2025Q4: 858 shares; 2026Q1: 804 shares 804 $486K 0.02% -54 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $469K 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,259 shares; 2024Q4: 41,983 shares; 2025Q1: 29,394 shares; 2025Q2: 29,249 shares; 2025Q3: 19,259 shares; 2025Q4: 9,259 shares; 2026Q1: 9,259 shares 9,259 $469K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,516 shares; 2025Q1: 1,226 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 5,775 shares; 2026Q1: 4,340 shares 4,340 $454K 0.02% -1,435 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 2,003 shares; 2025Q4: 1,924 shares; 2026Q1: 1,728 shares 1,728 $453K 0.02% -196 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,468 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,199 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,733 shares 4,733 $453K 0.02% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,118 shares; 2025Q1: 3,054 shares; 2025Q2: 2,799 shares; 2025Q3: 2,641 shares; 2025Q4: 2,432 shares; 2026Q1: 2,219 shares 2,219 $437K 0.02% -213 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,139 shares; 2025Q1: 2,226 shares; 2025Q2: 2,250 shares; 2025Q3: 2,242 shares; 2025Q4: 2,232 shares; 2026Q1: 2,240 shares 2,240 $425K 0.02% +8 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares 1,465 $420K 0.02% 0 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $420K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,554 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 1,737 shares; 2025Q4: 1,693 shares; 2026Q1: 1,721 shares 1,721 $418K 0.02% +28 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 5,784 shares; 2025Q1: 172,158 shares; 2025Q2: 176,561 shares; 2025Q3: 176,144 shares; 2025Q4: 173,472 shares; 2026Q1: 7,803 shares 7,803 $406K 0.02% -165,669 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 3,842 shares; 2025Q1: 4,331 shares; 2025Q2: 4,331 shares; 2025Q3: 4,331 shares; 2025Q4: 4,622 shares; 2026Q1: 3,991 shares 3,991 $388K 0.02% -631 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,173 shares; 2024Q4: 10,521 shares; 2025Q1: 3,735 shares; 2025Q2: 3,635 shares; 2025Q3: 3,669 shares; 2025Q4: 3,375 shares; 2026Q1: 3,120 shares 3,120 $375K 0.02% -255 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 987 shares; 2025Q1: 932 shares; 2025Q2: 894 shares; 2025Q3: 867 shares; 2025Q4: 823 shares; 2026Q1: 574 shares 574 $375K 0.02% -249 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,262 shares; 2024Q4: 11,925 shares; 2025Q1: 10,966 shares; 2025Q2: 10,551 shares; 2025Q3: 10,355 shares; 2025Q4: 10,355 shares; 2026Q1: 10,360 shares 10,360 $370K 0.02% +5 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,086 shares; 2025Q1: 4,086 shares; 2025Q2: 4,086 shares; 2025Q3: 4,086 shares; 2025Q4: 4,086 shares; 2026Q1: 4,086 shares 4,086 $359K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $354K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 11,071 shares; 2025Q1: 11,071 shares; 2025Q2: 12,844 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 4,397 shares 4,397 $349K 0.01% -448 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 6,556 shares; 2025Q1: 6,892 shares; 2025Q2: 6,735 shares; 2025Q3: 4,822 shares; 2025Q4: 5,003 shares; 2026Q1: 5,003 shares 5,003 $349K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,111 shares; 2025Q1: 7,111 shares; 2025Q2: 7,111 shares; 2025Q3: 7,111 shares; 2025Q4: 6,994 shares; 2026Q1: 6,940 shares 6,940 $340K 0.01% -54 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,358 shares; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: 1,449 shares; 2025Q4: 1,425 shares; 2026Q1: 1,236 shares 1,236 $329K 0.01% -189 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 609 shares 609 $328K 0.01% +1 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 8,970 shares; 2025Q1: 4,044 shares; 2025Q2: 5,026 shares; 2025Q3: 4,683 shares; 2025Q4: 4,420 shares; 2026Q1: 3,648 shares 3,648 $327K 0.01% -772 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 1,020 shares; 2026Q1: 972 shares 972 $319K 0.01% -48 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,939 shares; 2025Q1: 9,939 shares; 2025Q2: 9,939 shares; 2025Q3: 9,939 shares; 2025Q4: 9,903 shares; 2026Q1: 9,820 shares 9,820 $311K 0.01% -83 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,120 shares; 2024Q4: 20,211 shares; 2025Q1: 20,101 shares; 2025Q2: 20,101 shares; 2025Q3: 19,267 shares; 2025Q4: 4,246 shares; 2026Q1: 5,114 shares 5,114 $310K 0.01% +868 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 726 shares 726 $303K 0.01% +18 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,299 shares; 2026Q1: 1,371 shares 1,371 $285K 0.01% -8,928 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,202 shares; 2025Q4: 5,202 shares; 2026Q1: 5,202 shares 5,202 $282K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 786 shares; 2026Q1: 788 shares 788 $281K 0.01% +2 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,622 shares; 2024Q4: 22,331 shares; 2025Q1: 5,449 shares; 2025Q2: 5,163 shares; 2025Q3: 5,163 shares; 2025Q4: 5,163 shares; 2026Q1: 5,163 shares 5,163 $276K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares 371 $270K 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; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,799 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,511 shares; 2025Q4: 1,452 shares; 2026Q1: 1,352 shares 1,352 $268K 0.01% -100 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,446 shares; 2025Q3: 1,451 shares; 2025Q4: 1,451 shares; 2026Q1: 1,457 shares 1,457 $266K 0.01% +6 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,491 shares; 2025Q1: 3,760 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares; 2026Q1: 2,734 shares 2,734 $264K 0.01% +243 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,306 shares; 2025Q1: 5,306 shares; 2025Q2: 5,306 shares; 2025Q3: 5,306 shares; 2025Q4: 5,306 shares; 2026Q1: 5,306 shares 5,306 $257K 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; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,789 shares; 2025Q1: 1,979 shares; 2025Q2: 2,067 shares; 2025Q3: 520 shares; 2025Q4: 515 shares; 2026Q1: 516 shares 516 $254K 0.01% +1 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares 1,390 $252K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 662,366 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares 3,725 $252K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,217 shares; 2025Q1: 2,031 shares; 2025Q2: 3,015 shares; 2025Q3: 2,918 shares; 2025Q4: 2,725 shares; 2026Q1: 2,419 shares 2,419 $248K 0.01% -306 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,506 shares; 2025Q2: 5,506 shares; 2025Q3: 4,646 shares; 2025Q4: 4,646 shares; 2026Q1: 4,646 shares 4,646 $245K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,538 shares; 2025Q3: 19,647 shares; 2025Q4: 19,647 shares; 2026Q1: 3,049 shares 3,049 $239K 0.01% -16,598 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,387 shares; 2026Q1: 25,387 shares 25,387 $236K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,320 shares; 2025Q3: 3,340 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares 3,320 $235K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,747 shares; 2024Q4: 9,747 shares; 2025Q1: 9,747 shares; 2025Q2: 9,747 shares; 2025Q3: 7,697 shares; 2025Q4: 7,697 shares; 2026Q1: 7,697 shares 7,697 $233K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,170 shares 1,170 $233K 0.01% +8 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,916 shares; 2025Q1: 11,190 shares; 2025Q2: 11,689 shares; 2025Q3: 11,896 shares; 2025Q4: 23,014 shares; 2026Q1: 2,846 shares 2,846 $233K 0.01% -20,168 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 301 shares 301 $233K 0.01% +1 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,370 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,612 shares 1,612 $230K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 782 shares 782 $228K 0.01% +2 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 595 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: not reported; 2026Q1: 522 shares 522 $227K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 361 shares; 2025Q4: 336 shares; 2026Q1: 261 shares 261 $226K 0.01% -75 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,379 shares; 2025Q1: 1,432 shares; 2025Q2: 1,322 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 902 shares 902 $224K 0.01% -24 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $223K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $213K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,487 shares; 2025Q3: 818 shares; 2025Q4: 1,636 shares; 2026Q1: 1,594 shares 1,594 $212K 0.01% -42 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,172 shares; 2026Q1: 3,180 shares 3,180 $211K 0.01% +8 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,263 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,253 shares; 2025Q4: 1,177 shares; 2026Q1: 1,179 shares 1,179 $207K 0.01% +2 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,340 shares; 2025Q1: 1,812 shares; 2025Q2: 1,695 shares; 2025Q3: 1,647 shares; 2025Q4: 1,598 shares; 2026Q1: 481 shares 481 $205K 0.01% -1,117 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,109 shares 1,109 $203K 0.01% new Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $193K 0.01% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,656 shares; 2024Q4: 13,656 shares; 2025Q1: 13,656 shares; 2025Q2: 13,656 shares; 2025Q3: 13,656 shares; 2025Q4: 13,656 shares; 2026Q1: 13,656 shares 13,656 $148K 0.01% 0 Timeline