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: 119,995 shares; 2024Q4: 124,940 shares; 2025Q1: 125,521 shares; 2025Q2: 126,898 shares; 2025Q3: 129,010 shares; 2025Q4: 129,849 shares; 2026Q1: 130,694 shares 130,694 $85M 19.71% +845 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: 218,143 shares; 2024Q4: 219,487 shares; 2025Q1: 220,044 shares; 2025Q2: 218,236 shares; 2025Q3: 216,573 shares; 2025Q4: 213,470 shares; 2026Q1: 213,802 shares 213,802 $31.7M 7.34% +332 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,404 shares; 2024Q4: 289,715 shares; 2025Q1: 296,145 shares; 2025Q2: 301,475 shares; 2025Q3: 309,088 shares; 2025Q4: 313,991 shares; 2026Q1: 326,427 shares 326,427 $27M 6.26% +12,436 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,661 shares; 2024Q4: 189,347 shares; 2025Q1: 195,835 shares; 2025Q2: 202,842 shares; 2025Q3: 209,632 shares; 2025Q4: 212,919 shares; 2026Q1: 222,404 shares 222,404 $16.6M 3.85% +9,485 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,061 shares; 2024Q4: 121,765 shares; 2025Q1: 122,619 shares; 2025Q2: 127,773 shares; 2025Q3: 129,969 shares; 2025Q4: 131,951 shares; 2026Q1: 182,629 shares 182,629 $13.7M 3.18% +50,678 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: not reported; 2024Q4: 19,696 shares; 2025Q1: 19,525 shares; 2025Q2: 19,525 shares; 2025Q3: 19,543 shares; 2025Q4: 19,318 shares; 2026Q1: 19,192 shares 19,192 $11.1M 2.57% -126 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; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,251 shares; 2025Q1: 2,022 shares; 2025Q2: 1,925 shares; 2025Q3: 1,844 shares; 2025Q4: 1,833 shares; 2026Q1: 53,817 shares 53,817 $9.31M 2.16% +51,984 Timeline COSO COASTALSOUTH BANCSHARES INC More: the full row for COASTALSOUTH BANCSHARES 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: 395,116 shares; 2025Q3: 380,934 shares; 2025Q4: 365,556 shares; 2026Q1: 360,562 shares 360,562 $8.87M 2.06% -4,994 Timeline SPSM 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: 158,599 shares; 2024Q4: 164,882 shares; 2025Q1: 164,399 shares; 2025Q2: 168,585 shares; 2025Q3: 174,025 shares; 2025Q4: 177,692 shares; 2026Q1: 180,714 shares 180,714 $8.73M 2.02% +3,022 Timeline SPMD 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: 127,961 shares; 2024Q4: 132,081 shares; 2025Q1: 131,945 shares; 2025Q2: 134,797 shares; 2025Q3: 140,502 shares; 2025Q4: 143,068 shares; 2026Q1: 146,051 shares 146,051 $8.65M 2.01% +2,983 Timeline TLT 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: 52,580 shares; 2024Q4: 55,402 shares; 2025Q1: 59,803 shares; 2025Q2: 63,593 shares; 2025Q3: 66,964 shares; 2025Q4: 68,655 shares; 2026Q1: 72,661 shares 72,661 $6.3M 1.46% +4,006 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: 14,984 shares; 2024Q4: 15,105 shares; 2025Q1: 14,914 shares; 2025Q2: 15,146 shares; 2025Q3: 15,055 shares; 2025Q4: 15,198 shares; 2026Q1: 15,757 shares 15,757 $5.83M 1.35% +559 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419,203 shares 419,203 $5.37M 1.24% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,601 shares; 2024Q4: 16,817 shares; 2025Q1: 16,897 shares; 2025Q2: 17,093 shares; 2025Q3: 17,326 shares; 2025Q4: 17,393 shares; 2026Q1: 17,874 shares 17,874 $5.13M 1.19% +481 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: 33,771 shares; 2024Q4: 34,301 shares; 2025Q1: 33,989 shares; 2025Q2: 31,957 shares; 2025Q3: 28,827 shares; 2025Q4: 28,693 shares; 2026Q1: 29,083 shares 29,083 $5.07M 1.18% +390 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: 17,617 shares; 2024Q4: 17,486 shares; 2025Q1: 17,495 shares; 2025Q2: 14,796 shares; 2025Q3: 14,708 shares; 2025Q4: 14,850 shares; 2026Q1: 15,948 shares 15,948 $4.05M 0.94% +1,098 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,209 shares; 2024Q4: 36,126 shares; 2025Q1: 36,069 shares; 2025Q2: 24,199 shares; 2025Q3: 24,722 shares; 2025Q4: 11,905 shares; 2026Q1: 11,757 shares 11,757 $3.67M 0.85% -148 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: 17,690 shares; 2024Q4: 17,757 shares; 2025Q1: 18,343 shares; 2025Q2: 7,993 shares; 2025Q3: 8,362 shares; 2025Q4: 8,494 shares; 2026Q1: 17,589 shares 17,589 $3.64M 0.84% +9,095 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: 23,818 shares; 2024Q4: 22,988 shares; 2025Q1: 24,269 shares; 2025Q2: 24,289 shares; 2025Q3: 24,512 shares; 2025Q4: 22,676 shares; 2026Q1: 20,755 shares 20,755 $3.52M 0.82% -1,921 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,700 shares; 2024Q4: 61,909 shares; 2025Q1: 62,115 shares; 2025Q2: 62,385 shares; 2025Q3: 62,633 shares; 2025Q4: 63,205 shares; 2026Q1: 64,079 shares 64,079 $3.37M 0.78% +874 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 7,795 shares; 2025Q1: 7,741 shares; 2025Q2: 24,631 shares; 2025Q3: 25,024 shares; 2025Q4: 23,856 shares; 2026Q1: 25,438 shares 25,438 $3.36M 0.78% +1,582 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: 10,049 shares; 2024Q4: 10,141 shares; 2025Q1: 10,181 shares; 2025Q2: 10,130 shares; 2025Q3: 10,060 shares; 2025Q4: 10,004 shares; 2026Q1: 9,996 shares 9,996 $3.21M 0.74% -8 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: 7,115 shares; 2024Q4: 6,719 shares; 2025Q1: 6,906 shares; 2025Q2: 6,728 shares; 2025Q3: 6,862 shares; 2025Q4: 8,116 shares; 2026Q1: 12,608 shares 12,608 $3.08M 0.71% +4,492 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: 8,362 shares; 2024Q4: 8,775 shares; 2025Q1: 8,905 shares; 2025Q2: 8,247 shares; 2025Q3: 8,669 shares; 2025Q4: 8,921 shares; 2026Q1: 9,808 shares 9,808 $2.82M 0.65% +887 Timeline GDX 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: 156,888 shares; 2024Q4: 158,590 shares; 2025Q1: 155,298 shares; 2025Q2: 148,993 shares; 2025Q3: 102,690 shares; 2025Q4: 34,604 shares; 2026Q1: 30,018 shares 30,018 $2.75M 0.64% -4,586 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: 67,659 shares; 2024Q4: 69,190 shares; 2025Q1: 72,044 shares; 2025Q2: 75,812 shares; 2025Q3: 72,408 shares; 2025Q4: 72,989 shares; 2026Q1: 95,642 shares 95,642 $2.69M 0.62% +22,653 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: 20,821 shares; 2024Q4: 20,959 shares; 2025Q1: 21,955 shares; 2025Q2: 21,120 shares; 2025Q3: 21,393 shares; 2025Q4: 17,909 shares; 2026Q1: 19,238 shares 19,238 $2.52M 0.58% +1,329 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: 8,643 shares; 2024Q4: 7,872 shares; 2025Q1: 7,795 shares; 2025Q2: 7,612 shares; 2025Q3: 7,734 shares; 2025Q4: 4,795 shares; 2026Q1: 8,535 shares 8,535 $2.51M 0.58% +3,740 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,749 shares; 2025Q1: 4,656 shares; 2025Q2: 4,846 shares; 2025Q3: 4,654 shares; 2025Q4: 5,124 shares; 2026Q1: 8,058 shares 8,058 $2.49M 0.58% +2,934 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 14,229 shares; 2025Q1: 14,366 shares; 2025Q2: 13,592 shares; 2025Q3: 10,826 shares; 2025Q4: 10,515 shares; 2026Q1: 10,009 shares 10,009 $2.47M 0.57% -506 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: 2,460 shares; 2024Q4: 2,280 shares; 2025Q1: 2,430 shares; 2025Q2: 2,230 shares; 2025Q3: not reported; 2025Q4: 2,442 shares; 2026Q1: 26,395 shares 26,395 $2.42M 0.56% +23,953 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,467 shares; 2024Q4: 19,196 shares; 2025Q1: 31,257 shares; 2025Q2: 31,618 shares; 2025Q3: 31,994 shares; 2025Q4: 28,202 shares; 2026Q1: 27,259 shares 27,259 $2.36M 0.55% -943 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: 59,180 shares; 2024Q4: 56,252 shares; 2025Q1: 57,300 shares; 2025Q2: 58,094 shares; 2025Q3: 59,455 shares; 2025Q4: 55,734 shares; 2026Q1: 47,561 shares 47,561 $2.32M 0.54% -8,173 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: 42,749 shares; 2024Q4: 42,982 shares; 2025Q1: 39,472 shares; 2025Q2: 34,922 shares; 2025Q3: 35,710 shares; 2025Q4: 31,720 shares; 2026Q1: 29,005 shares 29,005 $2.25M 0.52% -2,715 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,508 shares; 2024Q4: 65,297 shares; 2025Q1: 127,469 shares; 2025Q2: 132,199 shares; 2025Q3: 153,400 shares; 2025Q4: 157,073 shares; 2026Q1: 164,636 shares 164,636 $2.23M 0.52% +7,563 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: 10,286 shares; 2024Q4: 10,498 shares; 2025Q1: 10,519 shares; 2025Q2: 10,675 shares; 2025Q3: 10,441 shares; 2025Q4: 10,182 shares; 2026Q1: 10,403 shares 10,403 $2.17M 0.5% +221 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: 54,807 shares; 2024Q4: 56,931 shares; 2025Q1: 57,225 shares; 2025Q2: 61,136 shares; 2025Q3: 63,008 shares; 2025Q4: 64,051 shares; 2026Q1: 68,178 shares 68,178 $2.07M 0.48% +4,127 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: 17,693 shares; 2024Q4: 10,446 shares; 2025Q1: 22,374 shares; 2025Q2: 22,911 shares; 2025Q3: 23,818 shares; 2025Q4: 22,665 shares; 2026Q1: 17,179 shares 17,179 $2.07M 0.48% -5,486 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: 21,588 shares; 2024Q4: 21,998 shares; 2025Q1: 21,443 shares; 2025Q2: 21,729 shares; 2025Q3: 22,085 shares; 2025Q4: 22,327 shares; 2026Q1: 22,438 shares 22,438 $2.01M 0.47% +111 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 17,799 shares; 2025Q1: 17,775 shares; 2025Q2: 17,770 shares; 2025Q3: 17,808 shares; 2025Q4: 17,581 shares; 2026Q1: 17,705 shares 17,705 $1.93M 0.45% +124 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,950 shares; 2024Q4: 10,596 shares; 2025Q1: 10,788 shares; 2025Q2: 9,886 shares; 2025Q3: 10,026 shares; 2025Q4: 15,394 shares; 2026Q1: 14,706 shares 14,706 $1.89M 0.44% -688 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,051 shares; 2024Q4: 15,163 shares; 2025Q1: 4,481 shares; 2025Q2: 4,483 shares; 2025Q3: 4,433 shares; 2025Q4: 4,680 shares; 2026Q1: 11,447 shares 11,447 $1.89M 0.44% +6,767 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,151 shares; 2024Q4: 40,714 shares; 2025Q1: 48,970 shares; 2025Q2: 52,942 shares; 2025Q3: 98,332 shares; 2025Q4: 150,603 shares; 2026Q1: 163,933 shares 163,933 $1.88M 0.44% +13,330 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: 5,436 shares; 2024Q4: 5,667 shares; 2025Q1: 5,820 shares; 2025Q2: 5,792 shares; 2025Q3: 5,718 shares; 2025Q4: 5,813 shares; 2026Q1: 5,997 shares 5,997 $1.86M 0.43% +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; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,705 shares; 2025Q1: 1,655 shares; 2025Q2: 1,609 shares; 2025Q3: 1,617 shares; 2025Q4: 2,418 shares; 2026Q1: 5,655 shares 5,655 $1.84M 0.43% +3,237 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,396 shares; 2025Q1: not reported; 2025Q2: 4,317 shares; 2025Q3: 4,416 shares; 2025Q4: 5,312 shares; 2026Q1: 9,413 shares 9,413 $1.82M 0.42% +4,101 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: 35,210 shares; 2024Q4: 26,601 shares; 2025Q1: 49,709 shares; 2025Q2: 22,281 shares; 2025Q3: 20,439 shares; 2025Q4: 27,657 shares; 2026Q1: 43,187 shares 43,187 $1.8M 0.42% +15,530 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,893 shares; 2024Q4: 22,919 shares; 2025Q1: 19,065 shares; 2025Q2: 19,390 shares; 2025Q3: 19,612 shares; 2025Q4: 21,855 shares; 2026Q1: 22,400 shares 22,400 $1.78M 0.41% +545 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: 6,387 shares; 2024Q4: 5,443 shares; 2025Q1: 5,583 shares; 2025Q2: 4,394 shares; 2025Q3: 4,501 shares; 2025Q4: 5,065 shares; 2026Q1: 19,026 shares 19,026 $1.77M 0.41% +13,961 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: 5,571 shares; 2024Q4: 5,517 shares; 2025Q1: 5,503 shares; 2025Q2: 5,628 shares; 2025Q3: 5,539 shares; 2025Q4: 5,349 shares; 2026Q1: 5,189 shares 5,189 $1.71M 0.4% -160 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: 2,314 shares; 2024Q4: 2,349 shares; 2025Q1: 2,374 shares; 2025Q2: 2,408 shares; 2025Q3: 2,466 shares; 2025Q4: 2,455 shares; 2026Q1: 2,416 shares 2,416 $1.69M 0.39% -39 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: 7,977 shares; 2024Q4: 7,853 shares; 2025Q1: 8,019 shares; 2025Q2: 8,061 shares; 2025Q3: 7,999 shares; 2025Q4: 7,824 shares; 2026Q1: 7,702 shares 7,702 $1.68M 0.39% -122 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 23,243 shares; 2025Q1: 22,493 shares; 2025Q2: 21,944 shares; 2025Q3: 17,591 shares; 2025Q4: 16,109 shares; 2026Q1: 14,664 shares 14,664 $1.66M 0.39% -1,445 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,368 shares; 2024Q4: 20,850 shares; 2025Q1: 42,509 shares; 2025Q2: 43,399 shares; 2025Q3: 45,704 shares; 2025Q4: 23,670 shares; 2026Q1: 57,061 shares 57,061 $1.64M 0.38% +33,391 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: 5,869 shares; 2024Q4: 5,948 shares; 2025Q1: 6,024 shares; 2025Q2: 5,990 shares; 2025Q3: 6,052 shares; 2025Q4: 6,062 shares; 2026Q1: 6,167 shares 6,167 $1.62M 0.37% +105 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,654 shares; 2024Q4: 36,185 shares; 2025Q1: 38,009 shares; 2025Q2: 38,886 shares; 2025Q3: 38,411 shares; 2025Q4: 29,902 shares; 2026Q1: 34,828 shares 34,828 $1.6M 0.37% +4,926 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: 15,191 shares; 2024Q4: 2,855 shares; 2025Q1: 2,465 shares; 2025Q2: 2,566 shares; 2025Q3: 2,593 shares; 2025Q4: 4,115 shares; 2026Q1: 9,646 shares 9,646 $1.59M 0.37% +5,531 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,180 shares; 2024Q4: 14,637 shares; 2025Q1: 14,922 shares; 2025Q2: 2,689 shares; 2025Q3: 2,524 shares; 2025Q4: 2,705 shares; 2026Q1: 11,963 shares 11,963 $1.57M 0.36% +9,258 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: 22,355 shares; 2024Q4: 21,870 shares; 2025Q1: 21,057 shares; 2025Q2: 68,943 shares; 2025Q3: 21,174 shares; 2025Q4: 21,398 shares; 2026Q1: 53,958 shares 53,958 $1.56M 0.36% +32,560 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 3,799 shares; 2025Q1: 4,403 shares; 2025Q2: 4,350 shares; 2025Q3: 4,317 shares; 2025Q4: 4,053 shares; 2026Q1: 4,478 shares 4,478 $1.54M 0.36% +425 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,016 shares; 2024Q4: 2,408 shares; 2025Q1: 2,277 shares; 2025Q2: 1,927 shares; 2025Q3: 2,067 shares; 2025Q4: 2,384 shares; 2026Q1: 9,899 shares 9,899 $1.51M 0.35% +7,515 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: 47,378 shares; 2024Q4: 44,496 shares; 2025Q1: 44,767 shares; 2025Q2: 49,072 shares; 2025Q3: 53,366 shares; 2025Q4: 36,969 shares; 2026Q1: 24,697 shares 24,697 $1.5M 0.35% -12,272 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 117,050 shares 117,050 $1.48M 0.34% new 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: 2,189 shares; 2024Q4: 2,133 shares; 2025Q1: 2,306 shares; 2025Q2: 2,058 shares; 2025Q3: 2,465 shares; 2025Q4: 3,987 shares; 2026Q1: 5,360 shares 5,360 $1.45M 0.34% +1,373 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; 2024Q2: restricted; 2024Q3: 81,451 shares; 2024Q4: 86,806 shares; 2025Q1: 95,856 shares; 2025Q2: 95,874 shares; 2025Q3: 97,081 shares; 2025Q4: 57,003 shares; 2026Q1: 52,578 shares 52,578 $1.44M 0.33% -4,425 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT 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: 50,475 shares 50,475 $1.41M 0.33% new 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: 20,194 shares; 2024Q4: 20,289 shares; 2025Q1: 20,422 shares; 2025Q2: 19,470 shares; 2025Q3: 18,417 shares; 2025Q4: 17,585 shares; 2026Q1: 18,045 shares 18,045 $1.37M 0.32% +460 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; 2024Q2: restricted; 2024Q3: 69,285 shares; 2024Q4: 45,830 shares; 2025Q1: 72,612 shares; 2025Q2: 83,879 shares; 2025Q3: 79,993 shares; 2025Q4: 37,465 shares; 2026Q1: 81,610 shares 81,610 $1.34M 0.31% +44,145 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: 14,169 shares; 2024Q4: 13,938 shares; 2025Q1: 14,070 shares; 2025Q2: 13,923 shares; 2025Q3: 13,894 shares; 2025Q4: 13,847 shares; 2026Q1: 13,645 shares 13,645 $1.32M 0.31% -202 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: 55,018 shares; 2024Q4: 54,895 shares; 2025Q1: 57,714 shares; 2025Q2: 57,695 shares; 2025Q3: 59,171 shares; 2025Q4: 48,117 shares; 2026Q1: 26,180 shares 26,180 $1.31M 0.3% -21,937 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 15,571 shares; 2025Q1: 11,587 shares; 2025Q2: 11,570 shares; 2025Q3: 11,669 shares; 2025Q4: 11,689 shares; 2026Q1: 11,715 shares 11,715 $1.29M 0.3% +26 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,502 shares; 2026Q1: 10,479 shares 10,479 $1.27M 0.29% +6,977 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: 12,734 shares; 2024Q4: 12,164 shares; 2025Q1: 14,740 shares; 2025Q2: 28,408 shares; 2025Q3: 14,219 shares; 2025Q4: 13,948 shares; 2026Q1: 13,593 shares 13,593 $1.27M 0.29% -355 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: 1,308 shares; 2024Q4: 1,306 shares; 2025Q1: 1,360 shares; 2025Q2: 1,240 shares; 2025Q3: 1,281 shares; 2025Q4: 1,311 shares; 2026Q1: 1,376 shares 1,376 $1.27M 0.29% +65 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 3,885 shares; 2025Q1: 8,037 shares; 2025Q2: 8,178 shares; 2025Q3: 8,275 shares; 2025Q4: 8,573 shares; 2026Q1: 11,673 shares 11,673 $1.23M 0.29% +3,100 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,454 shares; 2025Q1: 3,523 shares; 2025Q2: 3,555 shares; 2025Q3: 3,603 shares; 2025Q4: 3,452 shares; 2026Q1: 3,431 shares 3,431 $1.23M 0.29% -21 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: 7,716 shares; 2024Q4: 3,777 shares; 2025Q1: 8,787 shares; 2025Q2: 14,920 shares; 2025Q3: 13,692 shares; 2025Q4: 6,247 shares; 2026Q1: 12,121 shares 12,121 $1.19M 0.28% +5,874 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: 3,216 shares; 2024Q4: 3,224 shares; 2025Q1: 3,226 shares; 2025Q2: 3,230 shares; 2025Q3: 2,880 shares; 2025Q4: 2,727 shares; 2026Q1: 2,727 shares 2,727 $1.16M 0.27% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,987 shares; 2024Q4: 25,275 shares; 2025Q1: 34,438 shares; 2025Q2: 27,310 shares; 2025Q3: 26,126 shares; 2025Q4: 23,203 shares; 2026Q1: 17,587 shares 17,587 $1.16M 0.27% -5,616 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: 21,393 shares; 2024Q4: 21,047 shares; 2025Q1: 19,343 shares; 2025Q2: 19,197 shares; 2025Q3: 19,260 shares; 2025Q4: 19,071 shares; 2026Q1: 34,357 shares 34,357 $1.15M 0.27% +15,286 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: 6,404 shares; 2024Q4: 5,616 shares; 2025Q1: 5,641 shares; 2025Q2: 5,633 shares; 2025Q3: 5,603 shares; 2025Q4: 5,632 shares; 2026Q1: 5,742 shares 5,742 $1.13M 0.26% +110 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,709 shares 21,709 $1.12M 0.26% new 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: 6,032 shares; 2024Q4: 5,916 shares; 2025Q1: 5,887 shares; 2025Q2: 4,499 shares; 2025Q3: 3,732 shares; 2025Q4: 3,618 shares; 2026Q1: 3,842 shares 3,842 $1.1M 0.26% +224 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: 1,461 shares; 2024Q4: 1,292 shares; 2025Q1: 1,273 shares; 2025Q2: 937 shares; 2025Q3: 845 shares; 2025Q4: 1,696 shares; 2026Q1: 4,661 shares 4,661 $1.1M 0.26% +2,965 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: 3,914 shares; 2024Q4: 4,025 shares; 2025Q1: 4,060 shares; 2025Q2: 3,304 shares; 2025Q3: 3,318 shares; 2025Q4: 3,323 shares; 2026Q1: 3,639 shares 3,639 $1.1M 0.26% +316 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,751 shares; 2025Q1: 3,736 shares; 2025Q2: 3,736 shares; 2025Q3: 3,721 shares; 2025Q4: 3,655 shares; 2026Q1: 3,664 shares 3,664 $1.09M 0.25% +9 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: 37,446 shares; 2024Q4: 38,530 shares; 2025Q1: 38,818 shares; 2025Q2: 39,113 shares; 2025Q3: 38,885 shares; 2025Q4: 38,159 shares; 2026Q1: 6,019 shares 6,019 $1.09M 0.25% -32,140 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: 1,896 shares; 2024Q4: 2,011 shares; 2025Q1: 2,068 shares; 2025Q2: 2,157 shares; 2025Q3: 2,029 shares; 2025Q4: 1,926 shares; 2026Q1: 1,907 shares 1,907 $1.09M 0.25% -19 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,247 shares; 2025Q1: 1,253 shares; 2025Q2: 1,281 shares; 2025Q3: 1,432 shares; 2025Q4: 1,571 shares; 2026Q1: 1,763 shares 1,763 $1.05M 0.24% +192 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,513 shares; 2025Q3: 14,482 shares; 2025Q4: 14,251 shares; 2026Q1: 14,116 shares 14,116 $1.03M 0.24% -135 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: 3,858 shares; 2024Q4: 2,648 shares; 2025Q1: 2,843 shares; 2025Q2: 2,601 shares; 2025Q3: 2,424 shares; 2025Q4: 2,643 shares; 2026Q1: 2,755 shares 2,755 $1.02M 0.24% +112 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,526 shares; 2026Q1: 17,864 shares 17,864 $1.02M 0.24% +3,338 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,436 shares; 2024Q4: 16,372 shares; 2025Q1: 17,395 shares; 2025Q2: 18,239 shares; 2025Q3: 18,870 shares; 2025Q4: 18,796 shares; 2026Q1: 19,198 shares 19,198 $1.01M 0.24% +402 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,509 shares; 2024Q4: 17,747 shares; 2025Q1: 59,762 shares; 2025Q2: not reported; 2025Q3: 61,106 shares; 2025Q4: 29,722 shares; 2026Q1: 38,559 shares 38,559 $973K 0.23% +8,837 Timeline RING 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: 7,915 shares; 2024Q4: 7,914 shares; 2025Q1: 7,389 shares; 2025Q2: 12,237 shares; 2025Q3: 12,346 shares; 2025Q4: 12,033 shares; 2026Q1: 12,142 shares 12,142 $959K 0.22% +109 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 5,577 shares; 2025Q1: 5,639 shares; 2025Q2: 5,665 shares; 2025Q3: 5,679 shares; 2025Q4: 5,682 shares; 2026Q1: 5,720 shares 5,720 $900K 0.21% +38 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 5,831 shares; 2025Q1: 5,944 shares; 2025Q2: 5,943 shares; 2025Q3: 5,616 shares; 2025Q4: 5,653 shares; 2026Q1: 5,517 shares 5,517 $884K 0.21% -136 Timeline IGLB 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: 18,593 shares; 2024Q4: 18,609 shares; 2025Q1: 18,570 shares; 2025Q2: 18,540 shares; 2025Q3: 18,234 shares; 2025Q4: 17,853 shares; 2026Q1: 17,703 shares 17,703 $879K 0.2% -150 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,507 shares; 2025Q4: 7,810 shares; 2026Q1: 5,492 shares 5,492 $864K 0.2% -2,318 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: 4,270 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,840 shares 2,840 $828K 0.19% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,952 shares; 2025Q4: 2,952 shares; 2026Q1: 2,952 shares 2,952 $827K 0.19% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,053 shares; 2024Q4: 19,991 shares; 2025Q1: 19,935 shares; 2025Q2: 19,940 shares; 2025Q3: 85,255 shares; 2025Q4: 91,448 shares; 2026Q1: 100,983 shares 100,983 $823K 0.19% +9,535 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,496 shares; 2025Q3: 33,109 shares; 2025Q4: 6,894 shares; 2026Q1: 6,800 shares 6,800 $822K 0.19% -94 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,846 shares; 2026Q1: 9,710 shares 9,710 $790K 0.18% +6,864 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: 3,055 shares; 2024Q4: 3,149 shares; 2025Q1: 3,475 shares; 2025Q2: 3,362 shares; 2025Q3: 3,449 shares; 2025Q4: 2,562 shares; 2026Q1: 2,315 shares 2,315 $782K 0.18% -247 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: 1,535 shares; 2024Q4: 1,585 shares; 2025Q1: 1,630 shares; 2025Q2: 1,559 shares; 2025Q3: 1,531 shares; 2025Q4: 1,543 shares; 2026Q1: 1,621 shares 1,621 $777K 0.18% +78 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: 837 shares; 2024Q4: 811 shares; 2025Q1: 841 shares; 2025Q2: 597 shares; 2025Q3: 612 shares; 2025Q4: 609 shares; 2026Q1: 769 shares 769 $766K 0.18% +160 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,833 shares; 2026Q1: 10,011 shares 10,011 $754K 0.17% +6,178 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: 7,328 shares; 2024Q4: 6,874 shares; 2025Q1: 6,717 shares; 2025Q2: 5,624 shares; 2025Q3: 5,655 shares; 2025Q4: 5,775 shares; 2026Q1: 5,910 shares 5,910 $735K 0.17% +135 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; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 9,570 shares; 2025Q1: 8,971 shares; 2025Q2: 8,677 shares; 2025Q3: 8,883 shares; 2025Q4: 8,475 shares; 2026Q1: 8,269 shares 8,269 $729K 0.17% -206 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,583 shares; 2025Q1: 3,466 shares; 2025Q2: 3,449 shares; 2025Q3: 3,345 shares; 2025Q4: 3,214 shares; 2026Q1: 3,100 shares 3,100 $696K 0.16% -114 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: 6,918 shares; 2024Q4: 7,006 shares; 2025Q1: 7,066 shares; 2025Q2: 7,152 shares; 2025Q3: 6,815 shares; 2025Q4: 6,879 shares; 2026Q1: 7,164 shares 7,164 $675K 0.16% +285 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 390 shares; 2025Q1: 391 shares; 2025Q2: 393 shares; 2025Q3: 377 shares; 2025Q4: 381 shares; 2026Q1: 384 shares 384 $664K 0.15% +3 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: 6,004 shares; 2024Q4: 6,080 shares; 2025Q1: 6,127 shares; 2025Q2: 6,177 shares; 2025Q3: 6,239 shares; 2025Q4: 6,354 shares; 2026Q1: 6,498 shares 6,498 $645K 0.15% +144 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,972 shares; 2026Q1: 2,326 shares 2,326 $633K 0.15% -25,646 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 2,909 shares; 2025Q1: 2,863 shares; 2025Q2: 2,887 shares; 2025Q3: 2,881 shares; 2025Q4: 2,866 shares; 2026Q1: 2,851 shares 2,851 $624K 0.14% -15 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 2,906 shares; 2026Q1: 2,916 shares 2,916 $623K 0.14% +10 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,989 shares; 2024Q4: 18,836 shares; 2025Q1: 17,866 shares; 2025Q2: 16,348 shares; 2025Q3: 16,330 shares; 2025Q4: 12,426 shares; 2026Q1: 11,310 shares 11,310 $611K 0.14% -1,116 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,519 shares; 2025Q4: not reported; 2026Q1: 7,982 shares 7,982 $594K 0.14% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,833 shares 7,833 $579K 0.13% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 5,785 shares; 2025Q1: 5,635 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,959 shares; 2026Q1: 5,959 shares 5,959 $579K 0.13% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,521 shares; 2024Q4: 7,960 shares; 2025Q1: 7,638 shares; 2025Q2: 7,638 shares; 2025Q3: 5,013 shares; 2025Q4: 5,013 shares; 2026Q1: 4,400 shares 4,400 $576K 0.13% -613 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: 1,802 shares; 2024Q4: 1,357 shares; 2025Q1: 1,366 shares; 2025Q2: 1,361 shares; 2025Q3: 1,356 shares; 2025Q4: 1,307 shares; 2026Q1: 1,308 shares 1,308 $572K 0.13% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 710 shares; 2026Q1: 801 shares 801 $567K 0.13% +91 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,069 shares; 2025Q3: 12,383 shares; 2025Q4: 12,383 shares; 2026Q1: 12,503 shares 12,503 $558K 0.13% +120 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,404 shares; 2025Q1: 2,414 shares; 2025Q2: 2,448 shares; 2025Q3: 2,430 shares; 2025Q4: 2,004 shares; 2026Q1: 2,028 shares 2,028 $549K 0.13% +24 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,378 shares; 2025Q1: 29,664 shares; 2025Q2: 32,217 shares; 2025Q3: 31,858 shares; 2025Q4: 32,164 shares; 2026Q1: 32,750 shares 32,750 $513K 0.12% +586 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: 345 shares; 2024Q4: 334 shares; 2025Q1: 351 shares; 2025Q2: 377 shares; 2025Q3: 360 shares; 2025Q4: 2,722 shares; 2026Q1: 5,020 shares 5,020 $483K 0.11% +2,298 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 5,442 shares; 2025Q3: 5,444 shares; 2025Q4: 5,432 shares; 2026Q1: 5,175 shares 5,175 $481K 0.11% -257 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: not reported; 2024Q4: 966 shares; 2025Q1: 1,080 shares; 2025Q2: 1,073 shares; 2025Q3: 1,143 shares; 2025Q4: 4,510 shares; 2026Q1: 1,927 shares 1,927 $467K 0.11% -2,583 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,403 shares; 2025Q1: 1,424 shares; 2025Q2: 1,444 shares; 2025Q3: 1,473 shares; 2025Q4: 1,744 shares; 2026Q1: 1,921 shares 1,921 $441K 0.1% +177 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: 6,408 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,410 shares; 2025Q3: 6,401 shares; 2025Q4: 6,395 shares; 2026Q1: 6,395 shares 6,395 $432K 0.1% 0 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: 2,832 shares; 2024Q4: 2,601 shares; 2025Q1: 2,289 shares; 2025Q2: 2,068 shares; 2025Q3: 2,169 shares; 2025Q4: 2,042 shares; 2026Q1: 2,069 shares 2,069 $421K 0.1% +27 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: 1,319 shares; 2024Q4: 1,324 shares; 2025Q1: 1,339 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,773 shares 1,773 $401K 0.09% new 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: 652 shares; 2024Q4: 696 shares; 2025Q1: 715 shares; 2025Q2: 699 shares; 2025Q3: 724 shares; 2025Q4: 726 shares; 2026Q1: 794 shares 794 $397K 0.09% +68 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,539 shares; 2025Q1: 4,469 shares; 2025Q2: 4,051 shares; 2025Q3: 4,100 shares; 2025Q4: 4,127 shares; 2026Q1: 4,058 shares 4,058 $391K 0.09% -69 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: 5,556 shares; 2024Q4: 5,664 shares; 2025Q1: 5,749 shares; 2025Q2: 5,789 shares; 2025Q3: 5,594 shares; 2025Q4: 5,597 shares; 2026Q1: 2,666 shares 2,666 $385K 0.09% -2,931 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,050 shares; 2024Q4: 12,915 shares; 2025Q1: 13,879 shares; 2025Q2: 14,835 shares; 2025Q3: 15,220 shares; 2025Q4: 6,924 shares; 2026Q1: 2,614 shares 2,614 $378K 0.09% -4,310 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 4,245 shares; 2025Q1: 3,943 shares; 2025Q2: 3,959 shares; 2025Q3: 3,980 shares; 2025Q4: 26,437 shares; 2026Q1: 4,220 shares 4,220 $374K 0.09% -22,217 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: 278 shares; 2025Q4: 277 shares; 2026Q1: 269 shares 269 $355K 0.08% -8 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: 1,271 shares; 2025Q1: 1,357 shares; 2025Q2: 1,584 shares; 2025Q3: 1,742 shares; 2025Q4: 1,612 shares; 2026Q1: 1,753 shares 1,753 $349K 0.08% +141 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: 5,725 shares; 2024Q4: 5,470 shares; 2025Q1: 5,904 shares; 2025Q2: 5,231 shares; 2025Q3: 5,313 shares; 2025Q4: 5,433 shares; 2026Q1: 2,240 shares 2,240 $348K 0.08% -3,193 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,886 shares; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 3,466 shares; 2025Q4: 3,432 shares; 2026Q1: 3,472 shares 3,472 $344K 0.08% +40 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 4,482 shares; 2025Q1: 4,266 shares; 2025Q2: 4,118 shares; 2025Q3: 4,152 shares; 2025Q4: 4,238 shares; 2026Q1: 4,279 shares 4,279 $340K 0.08% +41 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,275 shares; 2025Q1: 18,606 shares; 2025Q2: 19,107 shares; 2025Q3: 19,575 shares; 2025Q4: 9,664 shares; 2026Q1: 4,693 shares 4,693 $335K 0.08% -4,971 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares 375 $327K 0.08% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,408 shares; 2025Q1: 2,408 shares; 2025Q2: 2,408 shares; 2025Q3: 2,413 shares; 2025Q4: 2,413 shares; 2026Q1: 2,517 shares 2,517 $316K 0.07% +104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,588 shares; 2025Q3: 1,908 shares; 2025Q4: 1,842 shares; 2026Q1: 2,145 shares 2,145 $314K 0.07% +303 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,301 shares; 2025Q1: 4,921 shares; 2025Q2: 4,908 shares; 2025Q3: 4,926 shares; 2025Q4: 4,908 shares; 2026Q1: 4,560 shares 4,560 $307K 0.07% -348 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,506 shares; 2024Q4: 45,286 shares; 2025Q1: 46,759 shares; 2025Q2: 46,523 shares; 2025Q3: 47,658 shares; 2025Q4: 34,405 shares; 2026Q1: 8,014 shares 8,014 $306K 0.07% -26,391 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: 851 shares; 2026Q1: 887 shares 887 $300K 0.07% +36 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,869 shares; 2025Q2: 5,287 shares; 2025Q3: 5,522 shares; 2025Q4: 6,159 shares; 2026Q1: 1,427 shares 1,427 $297K 0.07% -4,732 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: not reported; 2024Q4: not reported; 2025Q1: 1,879 shares; 2025Q2: 1,884 shares; 2025Q3: 2,023 shares; 2025Q4: 2,007 shares; 2026Q1: 2,053 shares 2,053 $286K 0.07% +46 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,802 shares; 2024Q4: 6,843 shares; 2025Q1: 6,177 shares; 2025Q2: not reported; 2025Q3: 3,064 shares; 2025Q4: 13,498 shares; 2026Q1: 6,018 shares 6,018 $276K 0.06% -7,480 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,457 shares; 2025Q4: 1,496 shares; 2026Q1: 1,705 shares 1,705 $272K 0.06% +209 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,968 shares; 2025Q4: 5,826 shares; 2026Q1: 5,500 shares 5,500 $257K 0.06% -326 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: 564 shares; 2024Q4: 582 shares; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: 599 shares; 2025Q4: 593 shares; 2026Q1: 612 shares 612 $255K 0.06% +19 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,605 shares; 2025Q1: 1,589 shares; 2025Q2: 1,593 shares; 2025Q3: 1,431 shares; 2025Q4: not reported; 2026Q1: 1,724 shares 1,724 $252K 0.06% new 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: 4,740 shares; 2024Q4: 4,802 shares; 2025Q1: 4,789 shares; 2025Q2: 4,634 shares; 2025Q3: 4,698 shares; 2025Q4: 3,812 shares; 2026Q1: 1,025 shares 1,025 $248K 0.06% -2,787 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,609 shares; 2025Q4: 4,762 shares; 2026Q1: 4,234 shares 4,234 $240K 0.06% -528 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,820 shares; 2025Q2: 37,284 shares; 2025Q3: 39,149 shares; 2025Q4: 32,328 shares; 2026Q1: 8,873 shares 8,873 $234K 0.05% -23,455 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,173 shares; 2025Q4: 2,076 shares; 2026Q1: 2,075 shares 2,075 $233K 0.05% -1 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: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 436 shares; 2025Q4: 490 shares; 2026Q1: 586 shares 586 $229K 0.05% +96 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,619 shares; 2025Q4: 9,319 shares; 2026Q1: 8,901 shares 8,901 $228K 0.05% -418 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 435 shares; 2025Q1: 434 shares; 2025Q2: 456 shares; 2025Q3: 451 shares; 2025Q4: 468 shares; 2026Q1: 485 shares 485 $224K 0.05% +17 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,705 shares; 2026Q1: 2,911 shares 2,911 $219K 0.05% -8,794 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: not reported; 2025Q4: 251 shares; 2026Q1: 257 shares 257 $217K 0.05% +6 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION 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: 45,044 shares; 2026Q1: 9,531 shares 9,531 $217K 0.05% -35,513 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,643 shares 1,643 $215K 0.05% +12 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $215K 0.05% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: 1,544 shares; 2026Q1: 1,544 shares 1,544 $215K 0.05% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,864 shares; 2025Q4: 5,505 shares; 2026Q1: 5,750 shares 5,750 $211K 0.05% +245 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares 240 $208K 0.05% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,918 shares; 2025Q4: 7,628 shares; 2026Q1: 7,100 shares 7,100 $207K 0.05% -528 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $204K 0.05% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,429 shares; 2025Q3: 10,686 shares; 2025Q4: 8,600 shares; 2026Q1: 1,906 shares 1,906 $204K 0.05% -6,694 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares 811 $203K 0.05% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,968 shares; 2025Q4: 8,521 shares; 2026Q1: 8,400 shares 8,400 $201K 0.05% -121 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,434 shares; 2024Q4: 69,250 shares; 2025Q1: 73,195 shares; 2025Q2: 67,778 shares; 2025Q3: 72,041 shares; 2025Q4: 10,666 shares; 2026Q1: 10,670 shares 10,670 $184K 0.04% +4 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; 2024Q2: restricted; 2024Q3: 16,366 shares; 2024Q4: 10,486 shares; 2025Q1: 10,769 shares; 2025Q2: 10,780 shares; 2025Q3: 10,955 shares; 2025Q4: 10,762 shares; 2026Q1: 11,030 shares 11,030 $127K 0.03% +268 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,173 shares; 2024Q4: 12,173 shares; 2025Q1: 12,173 shares; 2025Q2: 12,173 shares; 2025Q3: 11,573 shares; 2025Q4: 11,573 shares; 2026Q1: 11,573 shares 11,573 $120K 0.03% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 12,387 shares; 2025Q1: 12,387 shares; 2025Q2: 12,387 shares; 2025Q3: 12,387 shares; 2025Q4: not reported; 2026Q1: 12,387 shares 12,387 $118K 0.03% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $76.7K 0.02% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 13,426 shares; 2025Q3: 13,426 shares; 2025Q4: not reported; 2026Q1: 13,426 shares 13,426 $35K 0.01% new Timeline