EQWL 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: 184,919 shares; 2024Q4: 184,919 shares; 2025Q1: 275,766 shares; 2025Q2: 281,722 shares; 2025Q3: 299,325 shares; 2025Q4: 311,977 shares; 2026Q1: 311,446 shares 311,446 $35.9M 10.01% -531 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: 172,613 shares; 2024Q4: 172,613 shares; 2025Q1: 297,849 shares; 2025Q2: 304,592 shares; 2025Q3: 327,627 shares; 2025Q4: 340,419 shares; 2026Q1: 335,830 shares 335,830 $32.1M 8.96% -4,589 Timeline JCPB 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: 165,548 shares; 2024Q4: 165,548 shares; 2025Q1: 338,625 shares; 2025Q2: 359,939 shares; 2025Q3: 405,343 shares; 2025Q4: 444,722 shares; 2026Q1: 457,321 shares 457,321 $21.5M 6.01% +12,599 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,050 shares; 2024Q4: 274,050 shares; 2025Q1: 640,411 shares; 2025Q2: 666,535 shares; 2025Q3: 746,516 shares; 2025Q4: 822,996 shares; 2026Q1: 843,679 shares 843,679 $19.6M 5.47% +20,683 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,163 shares; 2024Q4: 186,163 shares; 2025Q1: 526,604 shares; 2025Q2: 543,808 shares; 2025Q3: 575,937 shares; 2025Q4: 586,053 shares; 2026Q1: 608,266 shares 608,266 $15.3M 4.26% +22,213 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,818 shares; 2024Q4: 117,818 shares; 2025Q1: 114,842 shares; 2025Q2: 114,833 shares; 2025Q3: 110,298 shares; 2025Q4: 110,791 shares; 2026Q1: 109,940 shares 109,940 $13M 3.64% -851 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,559 shares; 2024Q4: 44,559 shares; 2025Q1: 44,539 shares; 2025Q2: 44,539 shares; 2025Q3: 44,727 shares; 2025Q4: 44,705 shares; 2026Q1: 44,430 shares 44,430 $11.8M 3.3% -275 Timeline JMEE 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: 62,883 shares; 2024Q4: 62,883 shares; 2025Q1: 145,081 shares; 2025Q2: 154,248 shares; 2025Q3: 167,126 shares; 2025Q4: 178,387 shares; 2026Q1: 175,432 shares 175,432 $11.7M 3.27% -2,955 Timeline IWY 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: 15,428 shares; 2024Q4: 15,428 shares; 2025Q1: 36,581 shares; 2025Q2: 38,000 shares; 2025Q3: 39,301 shares; 2025Q4: 39,266 shares; 2026Q1: 41,009 shares 41,009 $10.2M 2.85% +1,743 Timeline EDIV 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: 81,375 shares; 2024Q4: 81,375 shares; 2025Q1: 213,866 shares; 2025Q2: 220,242 shares; 2025Q3: 240,271 shares; 2025Q4: 258,220 shares; 2026Q1: 256,258 shares 256,258 $10.1M 2.82% -1,962 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,747 shares; 2024Q4: 30,747 shares; 2025Q1: 76,221 shares; 2025Q2: 77,683 shares; 2025Q3: 89,009 shares; 2025Q4: 95,728 shares; 2026Q1: 99,060 shares 99,060 $9.45M 2.64% +3,332 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,339 shares; 2024Q4: 89,339 shares; 2025Q1: 229,951 shares; 2025Q2: 237,164 shares; 2025Q3: 263,885 shares; 2025Q4: 291,412 shares; 2026Q1: 296,215 shares 296,215 $8.07M 2.25% +4,803 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,661 shares; 2025Q4: 120,040 shares; 2026Q1: 139,987 shares 139,987 $7.12M 1.99% +19,947 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,700 shares; 2024Q4: 116,700 shares; 2025Q1: 243,310 shares; 2025Q2: 249,830 shares; 2025Q3: 257,225 shares; 2025Q4: 262,374 shares; 2026Q1: 259,387 shares 259,387 $6.42M 1.79% -2,987 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,903 shares; 2026Q1: 143,639 shares 143,639 $6.25M 1.74% +14,736 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,037 shares; 2024Q4: 60,037 shares; 2025Q1: 139,468 shares; 2025Q2: 149,780 shares; 2025Q3: 169,996 shares; 2025Q4: 176,244 shares; 2026Q1: 183,679 shares 183,679 $5.65M 1.58% +7,435 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: 13,524 shares; 2024Q4: 13,524 shares; 2025Q1: 12,588 shares; 2025Q2: 14,863 shares; 2025Q3: 14,972 shares; 2025Q4: 14,450 shares; 2026Q1: 14,243 shares 14,243 $5.27M 1.47% -207 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,262 shares; 2024Q4: 58,262 shares; 2025Q1: 76,359 shares; 2025Q2: 78,682 shares; 2025Q3: 96,089 shares; 2025Q4: 97,971 shares; 2026Q1: 109,613 shares 109,613 $5.21M 1.45% +11,642 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: 15,055 shares; 2024Q4: 15,055 shares; 2025Q1: 15,351 shares; 2025Q2: 15,958 shares; 2025Q3: 16,789 shares; 2025Q4: 16,654 shares; 2026Q1: 16,690 shares 16,690 $4.8M 1.34% +36 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: 23,033 shares; 2024Q4: 23,033 shares; 2025Q1: 20,293 shares; 2025Q2: 20,293 shares; 2025Q3: 20,372 shares; 2025Q4: 20,372 shares; 2026Q1: 20,487 shares 20,487 $4.06M 1.13% +115 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: 15,080 shares; 2024Q4: 15,080 shares; 2025Q1: 13,530 shares; 2025Q2: 13,530 shares; 2025Q3: 14,453 shares; 2025Q4: 14,168 shares; 2026Q1: 14,415 shares 14,415 $3.66M 1.02% +247 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 4 shares 4 $2.87M 0.8% -1 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 15,124 shares; 2025Q1: 27,450 shares; 2025Q2: 29,933 shares; 2025Q3: 31,384 shares; 2025Q4: 35,715 shares; 2026Q1: 48,710 shares 48,710 $2.22M 0.62% +12,995 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: 10,529 shares; 2024Q4: 10,529 shares; 2025Q1: 10,592 shares; 2025Q2: 10,592 shares; 2025Q3: 10,275 shares; 2025Q4: 9,910 shares; 2026Q1: 10,070 shares 10,070 $2.15M 0.6% +160 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: 6,779 shares; 2024Q4: 6,779 shares; 2025Q1: 6,806 shares; 2025Q2: 6,821 shares; 2025Q3: 6,635 shares; 2025Q4: 6,587 shares; 2026Q1: 3,929 shares 3,929 $2.11M 0.59% -2,658 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,156 shares; 2024Q4: 23,156 shares; 2025Q1: 21,412 shares; 2025Q2: 22,692 shares; 2025Q3: 22,957 shares; 2025Q4: 23,075 shares; 2026Q1: 24,323 shares 24,323 $2.11M 0.59% +1,248 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: 8,890 shares; 2024Q4: 8,890 shares; 2025Q1: 8,291 shares; 2025Q2: 7,889 shares; 2025Q3: 7,572 shares; 2025Q4: 7,592 shares; 2026Q1: 7,588 shares 7,588 $2.05M 0.57% -4 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,005 shares; 2024Q4: 38,005 shares; 2025Q1: 35,701 shares; 2025Q2: 39,064 shares; 2025Q3: 49,712 shares; 2025Q4: 53,326 shares; 2026Q1: 55,224 shares 55,224 $1.99M 0.56% +1,898 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,200 shares 46,200 $1.87M 0.52% new Timeline SUSL 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: 9,728 shares; 2024Q4: 9,728 shares; 2025Q1: 12,550 shares; 2025Q2: 13,229 shares; 2025Q3: 15,077 shares; 2025Q4: 14,493 shares; 2026Q1: 16,056 shares 16,056 $1.82M 0.51% +1,563 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: 16,651 shares; 2024Q4: 16,651 shares; 2025Q1: 59,601 shares; 2025Q2: 59,625 shares; 2025Q3: 56,910 shares; 2025Q4: 57,804 shares; 2026Q1: 57,579 shares 57,579 $1.77M 0.49% -225 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: 3,671 shares; 2024Q4: 3,671 shares; 2025Q1: 4,921 shares; 2025Q2: 5,081 shares; 2025Q3: 5,875 shares; 2025Q4: 6,535 shares; 2026Q1: 8,185 shares 8,185 $1.7M 0.48% +1,650 Timeline SGOV 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: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 16,057 shares 16,057 $1.62M 0.45% +14,000 Timeline PLDR PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,403 shares; 2024Q4: 16,403 shares; 2025Q1: 34,857 shares; 2025Q2: 36,985 shares; 2025Q3: 42,374 shares; 2025Q4: 41,444 shares; 2026Q1: 46,187 shares 46,187 $1.56M 0.44% +4,743 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: 15,972 shares; 2024Q4: 15,972 shares; 2025Q1: 16,480 shares; 2025Q2: 19,684 shares; 2025Q3: 19,691 shares; 2025Q4: 19,694 shares; 2026Q1: 19,617 shares 19,617 $1.56M 0.43% -77 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: 6,382 shares; 2024Q4: 6,382 shares; 2025Q1: 6,497 shares; 2025Q2: 6,497 shares; 2025Q3: 6,579 shares; 2025Q4: 6,379 shares; 2026Q1: 6,279 shares 6,279 $1.53M 0.43% -100 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: 12,190 shares; 2024Q4: 12,190 shares; 2025Q1: 11,873 shares; 2025Q2: 11,739 shares; 2025Q3: 11,466 shares; 2025Q4: 11,156 shares; 2026Q1: 10,519 shares 10,519 $1.39M 0.39% -637 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: 24,004 shares; 2024Q4: 24,004 shares; 2025Q1: 5,143 shares; 2025Q2: 5,261 shares; 2025Q3: 5,246 shares; 2025Q4: 5,320 shares; 2026Q1: 5,209 shares 5,209 $1.36M 0.38% -111 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,527 shares; 2024Q4: 18,527 shares; 2025Q1: 18,479 shares; 2025Q2: 19,429 shares; 2025Q3: 19,957 shares; 2025Q4: 20,192 shares; 2026Q1: 20,208 shares 20,208 $1.35M 0.38% +16 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: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 3,459 shares; 2025Q2: 3,709 shares; 2025Q3: 3,711 shares; 2025Q4: 3,711 shares; 2026Q1: 3,711 shares 3,711 $1.31M 0.36% 0 Timeline SPEM 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: 27,288 shares; 2024Q4: 27,288 shares; 2025Q1: 27,264 shares; 2025Q2: 27,264 shares; 2025Q3: 27,264 shares; 2025Q4: 27,264 shares; 2026Q1: 27,264 shares 27,264 $1.28M 0.36% 0 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: 4,374 shares; 2024Q4: 4,374 shares; 2025Q1: 4,124 shares; 2025Q2: 4,124 shares; 2025Q3: 4,170 shares; 2025Q4: 4,120 shares; 2026Q1: 4,120 shares 4,120 $1.25M 0.35% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,568 shares; 2024Q4: 23,568 shares; 2025Q1: 23,651 shares; 2025Q2: 27,630 shares; 2025Q3: 25,443 shares; 2025Q4: 25,394 shares; 2026Q1: 27,079 shares 27,079 $1.23M 0.34% +1,685 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,837 shares; 2024Q4: 35,837 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 38,000 shares; 2025Q4: 38,000 shares; 2026Q1: 37,353 shares 37,353 $1.23M 0.34% -647 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: 2,183 shares; 2024Q4: 2,183 shares; 2025Q1: 1,945 shares; 2025Q2: 1,863 shares; 2025Q3: 1,747 shares; 2025Q4: 1,924 shares; 2026Q1: 1,873 shares 1,873 $1.22M 0.34% -51 Timeline CRBN 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: 4,987 shares; 2024Q4: 4,987 shares; 2025Q1: 5,266 shares; 2025Q2: 5,380 shares; 2025Q3: 5,165 shares; 2025Q4: 5,137 shares; 2026Q1: 5,244 shares 5,244 $1.17M 0.33% +107 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,820 shares; 2024Q4: 12,820 shares; 2025Q1: 12,321 shares; 2025Q2: 9,033 shares; 2025Q3: 9,021 shares; 2025Q4: 10,090 shares; 2026Q1: 10,645 shares 10,645 $1.13M 0.32% +555 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: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,107 shares; 2025Q4: 1,099 shares; 2026Q1: 1,100 shares 1,100 $1.1M 0.31% +1 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: 4,897 shares; 2024Q4: 4,897 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares; 2025Q3: 5,746 shares; 2025Q4: 5,746 shares; 2026Q1: 6,231 shares 6,231 $1.09M 0.3% +485 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,712 shares; 2024Q4: 10,712 shares; 2025Q1: 10,748 shares; 2025Q2: 10,150 shares; 2025Q3: 9,812 shares; 2025Q4: 9,057 shares; 2026Q1: 8,943 shares 8,943 $1.08M 0.3% -114 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,435 shares; 2024Q4: 11,435 shares; 2025Q1: 34,305 shares; 2025Q2: 34,305 shares; 2025Q3: 34,305 shares; 2025Q4: 34,080 shares; 2026Q1: 34,080 shares 34,080 $1.04M 0.29% 0 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: 5,505 shares; 2024Q4: 5,505 shares; 2025Q1: 5,459 shares; 2025Q2: 5,959 shares; 2025Q3: 6,178 shares; 2025Q4: 6,178 shares; 2026Q1: 6,123 shares 6,123 $1.04M 0.29% -55 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: 6,896 shares; 2024Q4: 6,896 shares; 2025Q1: 6,934 shares; 2025Q2: 6,834 shares; 2025Q3: 7,001 shares; 2025Q4: 7,014 shares; 2026Q1: 7,181 shares 7,181 $1.04M 0.29% +167 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: 454 shares; 2024Q4: 454 shares; 2025Q1: 530 shares; 2025Q2: 650 shares; 2025Q3: 720 shares; 2025Q4: 842 shares; 2026Q1: 2,142 shares 2,142 $1.03M 0.29% +1,300 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: 4,768 shares; 2024Q4: 4,768 shares; 2025Q1: 4,389 shares; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 4,127 shares; 2026Q1: 4,127 shares 4,127 $1.02M 0.29% 0 Timeline EAOR 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: 11,385 shares; 2025Q4: 16,369 shares; 2026Q1: 28,962 shares 28,962 $1.01M 0.28% +12,593 Timeline ACWV 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: 7,981 shares; 2024Q4: 7,981 shares; 2025Q1: 8,327 shares; 2025Q2: 8,327 shares; 2025Q3: 8,327 shares; 2025Q4: 8,327 shares; 2026Q1: 8,327 shares 8,327 $995K 0.28% 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: 13,215 shares; 2024Q4: 13,215 shares; 2025Q1: 13,240 shares; 2025Q2: 13,040 shares; 2025Q3: 13,062 shares; 2025Q4: 12,727 shares; 2026Q1: 12,946 shares 12,946 $985K 0.27% +219 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $961K 0.27% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 6,567 shares; 2025Q1: 6,581 shares; 2025Q2: 6,677 shares; 2025Q3: 6,496 shares; 2025Q4: 6,496 shares; 2026Q1: 6,431 shares 6,431 $916K 0.26% -65 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,561 shares; 2024Q4: 15,561 shares; 2025Q1: 31,122 shares; 2025Q2: 31,122 shares; 2025Q3: 31,122 shares; 2025Q4: 31,122 shares; 2026Q1: 31,122 shares 31,122 $905K 0.25% 0 Timeline AOR 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: 4,202 shares; 2025Q4: 4,647 shares; 2026Q1: 14,034 shares 14,034 $903K 0.25% +9,387 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: 3,871 shares; 2024Q4: 3,871 shares; 2025Q1: 4,132 shares; 2025Q2: 4,367 shares; 2025Q3: 5,022 shares; 2025Q4: 5,102 shares; 2026Q1: 4,837 shares 4,837 $903K 0.25% -265 Timeline JPEM 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: 13,264 shares; 2024Q4: 13,264 shares; 2025Q1: 14,186 shares; 2025Q2: 14,186 shares; 2025Q3: 14,186 shares; 2025Q4: 14,186 shares; 2026Q1: 14,151 shares 14,151 $879K 0.25% -35 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: 2,435 shares; 2024Q4: 2,435 shares; 2025Q1: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 2,949 shares; 2025Q4: 2,966 shares; 2026Q1: 2,966 shares 2,966 $872K 0.24% 0 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: 5,654 shares; 2024Q4: 5,654 shares; 2025Q1: 5,845 shares; 2025Q2: 7,374 shares; 2025Q3: 8,975 shares; 2025Q4: 8,975 shares; 2026Q1: 8,788 shares 8,788 $854K 0.24% -187 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: 289 shares; 2024Q4: 289 shares; 2025Q1: 516 shares; 2025Q2: 616 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 623 shares 623 $823K 0.23% -30 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,821 shares; 2024Q4: 16,821 shares; 2025Q1: 16,847 shares; 2025Q2: 15,463 shares; 2025Q3: 13,488 shares; 2025Q4: 13,488 shares; 2026Q1: 13,188 shares 13,188 $813K 0.23% -300 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,465 shares; 2025Q4: 3,465 shares; 2026Q1: 3,465 shares 3,465 $796K 0.22% 0 Timeline ESML 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: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 16,243 shares; 2025Q2: 16,337 shares; 2025Q3: 16,881 shares; 2025Q4: 17,107 shares; 2026Q1: 16,860 shares 16,860 $793K 0.22% -247 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 8,736 shares; 2025Q1: 11,867 shares; 2025Q2: 11,867 shares; 2025Q3: 11,867 shares; 2025Q4: 11,867 shares; 2026Q1: 11,867 shares 11,867 $768K 0.21% 0 Timeline IGRO 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: 9,625 shares; 2024Q4: 9,625 shares; 2025Q1: 9,069 shares; 2025Q2: 9,094 shares; 2025Q3: 9,112 shares; 2025Q4: 9,156 shares; 2026Q1: 9,162 shares 9,162 $768K 0.21% +6 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,418 shares; 2024Q4: 19,418 shares; 2025Q1: 17,024 shares; 2025Q2: 17,024 shares; 2025Q3: 17,354 shares; 2025Q4: 16,826 shares; 2026Q1: 16,841 shares 16,841 $766K 0.21% +15 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: 5,243 shares; 2024Q4: 5,243 shares; 2025Q1: 6,075 shares; 2025Q2: 9,621 shares; 2025Q3: 9,849 shares; 2025Q4: 8,532 shares; 2026Q1: 7,662 shares 7,662 $761K 0.21% -870 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,230 shares; 2024Q4: 15,230 shares; 2025Q1: 16,039 shares; 2025Q2: 16,662 shares; 2025Q3: 13,662 shares; 2025Q4: 14,019 shares; 2026Q1: 15,115 shares 15,115 $754K 0.21% +1,096 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: 2,051 shares; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,051 shares; 2025Q3: 2,164 shares; 2025Q4: 2,164 shares; 2026Q1: 2,147 shares 2,147 $734K 0.2% -17 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM 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: 82,091 shares 82,091 $717K 0.2% 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: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,867 shares; 2025Q4: 2,934 shares; 2026Q1: 2,932 shares 2,932 $711K 0.2% -2 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: 4,641 shares; 2024Q4: 4,641 shares; 2025Q1: 4,441 shares; 2025Q2: 5,641 shares; 2025Q3: 5,662 shares; 2025Q4: 5,662 shares; 2026Q1: 5,597 shares 5,597 $696K 0.19% -65 Timeline PFM 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: 13,561 shares; 2024Q4: 13,561 shares; 2025Q1: 13,561 shares; 2025Q2: 13,561 shares; 2025Q3: 13,561 shares; 2025Q4: 13,561 shares; 2026Q1: 13,561 shares 13,561 $693K 0.19% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 10,167 shares; 2025Q1: 10,067 shares; 2025Q2: 10,067 shares; 2025Q3: 10,071 shares; 2025Q4: 10,071 shares; 2026Q1: 10,071 shares 10,071 $670K 0.19% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: 5,374 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 6,127 shares; 2025Q4: 7,708 shares; 2026Q1: 8,059 shares 8,059 $665K 0.19% +351 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,105 shares; 2025Q3: 1,079 shares; 2025Q4: 1,078 shares; 2026Q1: 1,125 shares 1,125 $634K 0.18% +47 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,783 shares; 2025Q1: 3,504 shares; 2025Q2: 3,504 shares; 2025Q3: 3,633 shares; 2025Q4: 3,633 shares; 2026Q1: 3,837 shares 3,837 $615K 0.17% +204 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: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: 2,131 shares; 2025Q2: 2,120 shares; 2025Q3: 2,142 shares; 2025Q4: 2,142 shares; 2026Q1: 2,142 shares 2,142 $614K 0.17% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 4,313 shares; 2025Q1: 4,168 shares; 2025Q2: 4,108 shares; 2025Q3: 4,207 shares; 2025Q4: 4,207 shares; 2026Q1: 4,207 shares 4,207 $614K 0.17% 0 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: 14,237 shares; 2024Q4: 14,237 shares; 2025Q1: 14,108 shares; 2025Q2: 12,496 shares; 2025Q3: 11,436 shares; 2025Q4: 11,478 shares; 2026Q1: 12,234 shares 12,234 $596K 0.17% +756 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,273 shares; 2024Q4: 17,273 shares; 2025Q1: 18,421 shares; 2025Q2: 18,421 shares; 2025Q3: 20,169 shares; 2025Q4: 20,169 shares; 2026Q1: 20,169 shares 20,169 $595K 0.17% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 13,220 shares; 2025Q1: 13,220 shares; 2025Q2: 15,022 shares; 2025Q3: 15,080 shares; 2025Q4: 15,080 shares; 2026Q1: 15,080 shares 15,080 $577K 0.16% 0 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: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 19,720 shares; 2025Q2: 19,720 shares; 2025Q3: 19,720 shares; 2025Q4: 19,720 shares; 2026Q1: 19,720 shares 19,720 $574K 0.16% 0 Timeline EFAX 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: 8,651 shares; 2024Q4: 8,651 shares; 2025Q1: 9,708 shares; 2025Q2: 11,803 shares; 2025Q3: 11,772 shares; 2025Q4: 11,215 shares; 2026Q1: 11,482 shares 11,482 $571K 0.16% +267 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: 14,022 shares; 2024Q4: 14,022 shares; 2025Q1: 14,022 shares; 2025Q2: 14,522 shares; 2025Q3: 14,872 shares; 2025Q4: 15,422 shares; 2026Q1: 15,422 shares 15,422 $567K 0.16% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 6,556 shares; 2025Q1: 7,545 shares; 2025Q2: 7,552 shares; 2025Q3: 7,566 shares; 2025Q4: 7,583 shares; 2026Q1: 7,619 shares 7,619 $561K 0.16% +36 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: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,641 shares; 2025Q2: 3,141 shares; 2025Q3: 3,439 shares; 2025Q4: 3,439 shares; 2026Q1: 3,439 shares 3,439 $534K 0.15% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 369 shares; 2025Q3: 492 shares; 2025Q4: 488 shares; 2026Q1: 540 shares 540 $519K 0.14% +52 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,442 shares; 2025Q2: 1,412 shares; 2025Q3: 1,414 shares; 2025Q4: 1,412 shares; 2026Q1: 1,422 shares 1,422 $509K 0.14% +10 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: 18,579 shares; 2024Q4: 18,579 shares; 2025Q1: 20,904 shares; 2025Q2: 17,644 shares; 2025Q3: 18,288 shares; 2025Q4: 18,288 shares; 2026Q1: 18,088 shares 18,088 $508K 0.14% -200 Timeline IXJ 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: 5,547 shares; 2024Q4: 5,547 shares; 2025Q1: 5,547 shares; 2025Q2: 5,357 shares; 2025Q3: 5,357 shares; 2025Q4: 5,357 shares; 2026Q1: 5,357 shares 5,357 $501K 0.14% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,979 shares; 2025Q2: 10,152 shares; 2025Q3: 10,198 shares; 2025Q4: 13,093 shares; 2026Q1: 13,386 shares 13,386 $498K 0.14% +293 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: 839 shares; 2024Q4: 839 shares; 2025Q1: 907 shares; 2025Q2: 1,407 shares; 2025Q3: 1,454 shares; 2025Q4: 1,582 shares; 2026Q1: 1,508 shares 1,508 $496K 0.14% -74 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,697 shares; 2026Q1: 8,697 shares 8,697 $495K 0.14% 0 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: 1,772 shares; 2024Q4: 1,772 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares 1,492 $490K 0.14% 0 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: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 3,356 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares; 2026Q1: 3,256 shares 3,256 $473K 0.13% -102 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: 7,830 shares; 2024Q4: 7,830 shares; 2025Q1: 5,330 shares; 2025Q2: 6,430 shares; 2025Q3: 8,530 shares; 2025Q4: 8,530 shares; 2026Q1: 8,530 shares 8,530 $471K 0.13% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 9,741 shares; 2025Q1: 8,741 shares; 2025Q2: 8,741 shares; 2025Q3: 9,306 shares; 2025Q4: 9,306 shares; 2026Q1: 9,306 shares 9,306 $467K 0.13% 0 Timeline IYF 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: 3,790 shares; 2024Q4: 3,790 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares; 2026Q1: 3,961 shares 3,961 $466K 0.13% 0 Timeline EAOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,151 shares 15,151 $451K 0.13% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $450K 0.13% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares; 2026Q1: 2,006 shares 2,006 $429K 0.12% 0 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: 998 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266 $428K 0.12% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,705 shares; 2025Q4: 2,705 shares; 2026Q1: 2,705 shares 2,705 $421K 0.12% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $418K 0.12% 0 Timeline RSPE 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: 10,689 shares; 2025Q2: 10,740 shares; 2025Q3: 10,854 shares; 2025Q4: 12,270 shares; 2026Q1: 14,157 shares 14,157 $417K 0.12% +1,887 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,079 shares; 2025Q1: 3,659 shares; 2025Q2: 3,660 shares; 2025Q3: 3,656 shares; 2025Q4: 3,656 shares; 2026Q1: 3,656 shares 3,656 $401K 0.11% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 905 shares; 2025Q4: 904 shares; 2026Q1: 904 shares 904 $391K 0.11% 0 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: 4,655 shares; 2024Q4: 4,655 shares; 2025Q1: 5,624 shares; 2025Q2: 5,899 shares; 2025Q3: 6,904 shares; 2025Q4: 7,335 shares; 2026Q1: 7,335 shares 7,335 $381K 0.11% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 5,392 shares; 2025Q1: 5,392 shares; 2025Q2: 5,392 shares; 2025Q3: 5,392 shares; 2025Q4: 5,392 shares; 2026Q1: 5,392 shares 5,392 $378K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,104 shares 4,104 $376K 0.1% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,708 shares; 2024Q4: 6,708 shares; 2025Q1: 8,728 shares; 2025Q2: 7,417 shares; 2025Q3: 6,494 shares; 2025Q4: 7,169 shares; 2026Q1: 7,169 shares 7,169 $374K 0.1% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 976 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 917 shares; 2026Q1: 862 shares 862 $371K 0.1% -55 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,732 shares; 2026Q1: 3,732 shares 3,732 $369K 0.1% 0 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: 528 shares; 2024Q4: 528 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 483 shares; 2026Q1: 517 shares 517 $366K 0.1% +34 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: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 535 shares; 2025Q3: 599 shares; 2025Q4: 604 shares; 2026Q1: 605 shares 605 $362K 0.1% +1 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: 6,108 shares; 2024Q4: 6,108 shares; 2025Q1: 5,558 shares; 2025Q2: 5,558 shares; 2025Q3: 4,574 shares; 2025Q4: 4,074 shares; 2026Q1: 4,619 shares 4,619 $358K 0.1% +545 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: 968 shares; 2024Q4: 968 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares 1,107 $355K 0.1% 0 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: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,373 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333 $355K 0.1% 0 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares 1,565 $354K 0.1% 0 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: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: not reported; 2025Q2: 2,727 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares; 2026Q1: 2,927 shares 2,927 $352K 0.1% -300 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,037 shares; 2024Q4: 9,037 shares; 2025Q1: 8,262 shares; 2025Q2: 8,262 shares; 2025Q3: 7,802 shares; 2025Q4: 7,662 shares; 2026Q1: 7,662 shares 7,662 $345K 0.1% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,172 shares; 2025Q1: 3,672 shares; 2025Q2: 4,272 shares; 2025Q3: 4,278 shares; 2025Q4: 4,278 shares; 2026Q1: 3,978 shares 3,978 $345K 0.1% -300 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,700 shares 7,700 $342K 0.1% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 7,583 shares; 2025Q1: 7,481 shares; 2025Q2: 7,481 shares; 2025Q3: 7,582 shares; 2025Q4: 6,819 shares; 2026Q1: 6,843 shares 6,843 $342K 0.1% +24 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: not reported; 2024Q4: not reported; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,748 shares; 2025Q4: 2,985 shares; 2026Q1: 3,531 shares 3,531 $340K 0.09% +546 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: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 419 shares; 2025Q4: 359 shares; 2026Q1: 364 shares 364 $335K 0.09% +5 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,100 shares 3,100 $331K 0.09% 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: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,103 shares; 2025Q2: 1,088 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares 1,094 $331K 0.09% 0 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,004 shares; 2025Q2: 7,239 shares; 2025Q3: 7,239 shares; 2025Q4: 8,605 shares; 2026Q1: 7,852 shares 7,852 $327K 0.09% -753 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: 6,082 shares; 2024Q4: 6,082 shares; 2025Q1: 6,082 shares; 2025Q2: 6,082 shares; 2025Q3: 6,082 shares; 2025Q4: 6,082 shares; 2026Q1: 6,031 shares 6,031 $326K 0.09% -51 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares; 2025Q3: 2,606 shares; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares 2,606 $324K 0.09% 0 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: 8,455 shares; 2024Q4: 8,455 shares; 2025Q1: 8,455 shares; 2025Q2: 8,455 shares; 2025Q3: 8,835 shares; 2025Q4: 6,230 shares; 2026Q1: 6,130 shares 6,130 $324K 0.09% -100 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: 973 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 1,034 shares 1,034 $321K 0.09% +95 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 1,028 shares; 2025Q2: 1,308 shares; 2025Q3: 1,618 shares; 2025Q4: 1,718 shares; 2026Q1: 1,313 shares 1,313 $319K 0.09% -405 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: 1,799 shares; 2024Q4: 1,799 shares; 2025Q1: 1,825 shares; 2025Q2: 1,950 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 2,114 shares 2,114 $311K 0.09% +15 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: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,326 shares; 2025Q2: 2,326 shares; 2025Q3: 2,332 shares; 2025Q4: 2,326 shares; 2026Q1: 2,326 shares 2,326 $307K 0.09% 0 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: 615 shares; 2024Q4: 615 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 545 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $306K 0.09% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,342 shares; 2026Q1: 5,242 shares 5,242 $302K 0.08% -100 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: not reported; 2025Q2: not reported; 2025Q3: 2,176 shares; 2025Q4: 2,176 shares; 2026Q1: 2,156 shares 2,156 $300K 0.08% -20 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 3,881 shares; 2026Q1: 3,881 shares 3,881 $300K 0.08% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,237 shares; 2024Q4: 8,237 shares; 2025Q1: 8,237 shares; 2025Q2: 8,237 shares; 2025Q3: 8,237 shares; 2025Q4: 8,521 shares; 2026Q1: 8,342 shares 8,342 $299K 0.08% -179 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: not reported; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares 456 $297K 0.08% 0 Timeline IQLT 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: 5,914 shares; 2024Q4: 5,914 shares; 2025Q1: 6,370 shares; 2025Q2: 6,370 shares; 2025Q3: 6,370 shares; 2025Q4: 6,370 shares; 2026Q1: 6,370 shares 6,370 $294K 0.08% 0 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,472 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,472 shares; 2025Q3: 6,472 shares; 2025Q4: 6,472 shares; 2026Q1: 6,472 shares 6,472 $291K 0.08% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 1,902 shares; 2025Q1: 1,902 shares; 2025Q2: 1,902 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 1,576 shares 1,576 $287K 0.08% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares; 2025Q4: 7,407 shares; 2026Q1: 7,753 shares 7,753 $285K 0.08% +346 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,038 shares; 2025Q2: 1,042 shares; 2025Q3: 1,046 shares; 2025Q4: 1,042 shares; 2026Q1: 1,047 shares 1,047 $284K 0.08% +5 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares 8,150 $282K 0.08% 0 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: 5,511 shares; 2024Q4: 5,511 shares; 2025Q1: 5,511 shares; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares; 2025Q4: 5,511 shares; 2026Q1: 5,511 shares 5,511 $280K 0.08% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,021 shares 3,021 $275K 0.08% new Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,566 shares; 2025Q1: 3,153 shares; 2025Q2: 3,153 shares; 2025Q3: 3,153 shares; 2025Q4: 3,171 shares; 2026Q1: 3,186 shares 3,186 $267K 0.07% +15 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 488 shares; 2025Q4: 434 shares; 2026Q1: 434 shares 434 $262K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,192 shares; 2026Q1: 1,257 shares 1,257 $256K 0.07% +65 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 5,847 shares; 2025Q3: 5,847 shares; 2025Q4: 7,157 shares; 2026Q1: 7,157 shares 7,157 $255K 0.07% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 5,335 shares; 2026Q1: 5,335 shares 5,335 $254K 0.07% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,210 shares; 2025Q4: 1,600 shares; 2026Q1: 1,480 shares 1,480 $253K 0.07% -120 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,199 shares; 2024Q4: 14,199 shares; 2025Q1: 14,199 shares; 2025Q2: 14,199 shares; 2025Q3: 14,199 shares; 2025Q4: 14,199 shares; 2026Q1: 13,139 shares 13,139 $252K 0.07% -1,060 Timeline EFAV 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: 4,222 shares; 2024Q4: 4,222 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares; 2026Q1: 2,732 shares 2,732 $250K 0.07% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,868 shares; 2025Q1: 2,868 shares; 2025Q2: 2,868 shares; 2025Q3: 2,627 shares; 2025Q4: 2,627 shares; 2026Q1: 2,627 shares 2,627 $249K 0.07% 0 Timeline IDEV 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: 2,604 shares; 2025Q4: 2,604 shares; 2026Q1: 2,975 shares 2,975 $249K 0.07% +371 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 574 shares 574 $245K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,053 shares; 2025Q3: 1,118 shares; 2025Q4: 1,232 shares; 2026Q1: 1,233 shares 1,233 $239K 0.07% +1 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,108 shares; 2025Q2: 2,532 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,533 shares 2,533 $238K 0.07% -7 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,361 shares; 2025Q3: 6,361 shares; 2025Q4: 6,361 shares; 2026Q1: 6,361 shares 6,361 $237K 0.07% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares 1,403 $237K 0.07% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 663 shares 663 $236K 0.07% 0 Timeline EAOA 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: 6,494 shares; 2025Q4: 7,248 shares; 2026Q1: 5,787 shares 5,787 $235K 0.07% -1,461 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: 1,468 shares; 2025Q4: 1,468 shares; 2026Q1: 1,467 shares 1,467 $231K 0.06% -1 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,594 shares; 2025Q1: 4,212 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,654 shares 4,654 $224K 0.06% new 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: 3,099 shares; 2024Q4: 3,099 shares; 2025Q1: 3,099 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: not reported; 2026Q1: 1,820 shares 1,820 $221K 0.06% new Timeline JBND 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: not reported; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 4,084 shares; 2025Q4: 4,084 shares; 2026Q1: 4,084 shares 4,084 $220K 0.06% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,722 shares 5,722 $217K 0.06% new 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: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: not reported; 2025Q2: 9,018 shares; 2025Q3: 9,018 shares; 2025Q4: 9,018 shares; 2026Q1: 8,390 shares 8,390 $215K 0.06% -628 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,695 shares 5,695 $212K 0.06% new Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: not reported; 2025Q2: 5,428 shares; 2025Q3: 5,428 shares; 2025Q4: 5,428 shares; 2026Q1: 5,210 shares 5,210 $211K 0.06% -218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,603 shares 1,603 $210K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares 1,261 $208K 0.06% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,269 shares 2,269 $201K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $157K 0.04% 0 Timeline PLRX PLIANT THERAPEUTICS INC More: the full row for PLIANT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,160 shares; 2024Q4: 100,160 shares; 2025Q1: 100,160 shares; 2025Q2: 100,160 shares; 2025Q3: 100,160 shares; 2025Q4: 100,160 shares; 2026Q1: 100,160 shares 100,160 $126K 0.04% 0 Timeline