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: 319,128 shares; 2024Q4: 317,186 shares; 2025Q1: 297,778 shares; 2025Q2: 297,988 shares; 2025Q3: 294,833 shares; 2025Q4: 286,427 shares; 2026Q1: 286,939 shares 286,939 $72.8M 4.85% +512 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: 209,349 shares; 2024Q4: 208,453 shares; 2025Q1: 208,645 shares; 2025Q2: 208,931 shares; 2025Q3: 208,261 shares; 2025Q4: 202,884 shares; 2026Q1: 181,865 shares 181,865 $52.2M 3.47% -21,019 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: 248,861 shares; 2024Q4: 246,252 shares; 2025Q1: 247,896 shares; 2025Q2: 257,642 shares; 2025Q3: 256,718 shares; 2025Q4: 258,650 shares; 2026Q1: 250,179 shares 250,179 $52.1M 3.47% -8,471 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: 134,782 shares; 2024Q4: 135,308 shares; 2025Q1: 138,391 shares; 2025Q2: 140,080 shares; 2025Q3: 139,568 shares; 2025Q4: 137,970 shares; 2026Q1: 136,974 shares 136,974 $50.7M 3.37% -996 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: 29,766 shares; 2024Q4: 43,907 shares; 2025Q1: 54,992 shares; 2025Q2: 57,065 shares; 2025Q3: 57,429 shares; 2025Q4: 61,006 shares; 2026Q1: 79,715 shares 79,715 $47.6M 3.17% +18,709 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: 140,734 shares; 2024Q4: 138,872 shares; 2025Q1: 137,381 shares; 2025Q2: 138,680 shares; 2025Q3: 137,973 shares; 2025Q4: 138,224 shares; 2026Q1: 133,083 shares 133,083 $40.2M 2.68% -5,141 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: 132,203 shares; 2024Q4: 130,141 shares; 2025Q1: 126,903 shares; 2025Q2: 126,670 shares; 2025Q3: 126,509 shares; 2025Q4: 123,909 shares; 2026Q1: 122,497 shares 122,497 $29.7M 1.98% -1,412 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: 126,981 shares; 2024Q4: 125,155 shares; 2025Q1: 125,986 shares; 2025Q2: 127,247 shares; 2025Q3: 140,985 shares; 2025Q4: 144,130 shares; 2026Q1: 165,659 shares 165,659 $28.9M 1.92% +21,529 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: 57,393 shares; 2024Q4: 51,342 shares; 2025Q1: 49,405 shares; 2025Q2: 49,112 shares; 2025Q3: 48,992 shares; 2025Q4: 50,693 shares; 2026Q1: 44,183 shares 44,183 $28.7M 1.91% -6,510 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: 61,189 shares; 2024Q4: 61,112 shares; 2025Q1: 59,517 shares; 2025Q2: 59,040 shares; 2025Q3: 58,964 shares; 2025Q4: 60,552 shares; 2026Q1: 56,634 shares 56,634 $27.1M 1.81% -3,918 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: 284,800 shares; 2024Q4: 281,910 shares; 2025Q1: 277,635 shares; 2025Q2: 278,481 shares; 2025Q3: 277,254 shares; 2025Q4: 271,281 shares; 2026Q1: 265,125 shares 265,125 $24.6M 1.64% -6,156 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,392 shares; 2024Q4: 52,783 shares; 2025Q1: 52,714 shares; 2025Q2: 53,181 shares; 2025Q3: 54,967 shares; 2025Q4: 55,702 shares; 2026Q1: 57,457 shares 57,457 $24.4M 1.63% +1,755 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: 63,259 shares; 2024Q4: 62,401 shares; 2025Q1: 64,509 shares; 2025Q2: 66,391 shares; 2025Q3: 66,385 shares; 2025Q4: 69,380 shares; 2026Q1: 73,919 shares 73,919 $24.3M 1.62% +4,539 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: 100,317 shares; 2024Q4: 98,807 shares; 2025Q1: 96,681 shares; 2025Q2: 96,572 shares; 2025Q3: 94,546 shares; 2025Q4: 94,129 shares; 2026Q1: 89,427 shares 89,427 $23.8M 1.58% -4,702 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,844 shares; 2024Q4: 77,626 shares; 2025Q1: 75,495 shares; 2025Q2: 76,047 shares; 2025Q3: 74,548 shares; 2025Q4: 71,984 shares; 2026Q1: 64,894 shares 64,894 $23.3M 1.55% -7,090 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: 52,311 shares; 2024Q4: 102,546 shares; 2025Q1: 106,661 shares; 2025Q2: 110,509 shares; 2025Q3: 118,659 shares; 2025Q4: 123,489 shares; 2026Q1: 137,689 shares 137,689 $22.1M 1.47% +14,200 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: 110,466 shares; 2024Q4: 112,259 shares; 2025Q1: 111,309 shares; 2025Q2: 114,116 shares; 2025Q3: 112,854 shares; 2025Q4: 109,989 shares; 2026Q1: 103,685 shares 103,685 $21.5M 1.43% -6,304 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,335 shares; 2024Q4: 86,361 shares; 2025Q1: 84,805 shares; 2025Q2: 83,521 shares; 2025Q3: 81,551 shares; 2025Q4: 72,926 shares; 2026Q1: 72,226 shares 72,226 $21M 1.4% -700 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,482 shares; 2024Q4: 127,574 shares; 2025Q1: 126,584 shares; 2025Q2: 125,846 shares; 2025Q3: 123,305 shares; 2025Q4: 122,175 shares; 2026Q1: 119,861 shares 119,861 $20.7M 1.38% -2,314 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,958 shares; 2024Q4: 134,939 shares; 2025Q1: 134,154 shares; 2025Q2: 124,007 shares; 2025Q3: 120,228 shares; 2025Q4: 120,218 shares; 2026Q1: 116,617 shares 116,617 $19.9M 1.32% -3,601 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,497 shares; 2024Q4: 40,174 shares; 2025Q1: 39,999 shares; 2025Q2: 41,181 shares; 2025Q3: 40,984 shares; 2025Q4: 40,109 shares; 2026Q1: 40,308 shares 40,308 $19.8M 1.32% +199 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,571 shares; 2024Q4: 172,452 shares; 2025Q1: 166,528 shares; 2025Q2: 163,138 shares; 2025Q3: 159,285 shares; 2025Q4: 157,619 shares; 2026Q1: 149,972 shares 149,972 $18.9M 1.26% -7,647 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: 5,282 shares; 2024Q4: 5,282 shares; 2025Q1: 5,282 shares; 2025Q2: 9,037 shares; 2025Q3: 18,924 shares; 2025Q4: 18,941 shares; 2026Q1: 18,845 shares 18,845 $17.3M 1.15% -96 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,615 shares; 2024Q4: 107,164 shares; 2025Q1: 105,501 shares; 2025Q2: 105,293 shares; 2025Q3: 108,928 shares; 2025Q4: 98,027 shares; 2026Q1: 97,181 shares 97,181 $16.9M 1.12% -846 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: 88,407 shares; 2024Q4: 86,961 shares; 2025Q1: 85,219 shares; 2025Q2: 77,497 shares; 2025Q3: 74,931 shares; 2025Q4: 73,462 shares; 2026Q1: 68,879 shares 68,879 $16.8M 1.12% -4,583 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: 55,171 shares; 2024Q4: 55,148 shares; 2025Q1: 55,040 shares; 2025Q2: 59,130 shares; 2025Q3: 59,700 shares; 2025Q4: 59,473 shares; 2026Q1: 57,134 shares 57,134 $16.4M 1.09% -2,339 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: 91,644 shares; 2024Q4: 91,310 shares; 2025Q1: 90,032 shares; 2025Q2: 89,910 shares; 2025Q3: 89,171 shares; 2025Q4: 89,437 shares; 2026Q1: 84,239 shares 84,239 $15.7M 1.05% -5,198 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: 74,821 shares; 2024Q4: 73,506 shares; 2025Q1: 72,616 shares; 2025Q2: 72,035 shares; 2025Q3: 75,095 shares; 2025Q4: 71,223 shares; 2026Q1: 71,162 shares 71,162 $15.5M 1.03% -61 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,626 shares; 2024Q4: 22,270 shares; 2025Q1: 25,406 shares; 2025Q2: 25,847 shares; 2025Q3: 26,099 shares; 2025Q4: 146,977 shares; 2026Q1: 144,832 shares 144,832 $15.1M 1.01% -2,145 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,911 shares; 2024Q4: 57,969 shares; 2025Q1: 62,223 shares; 2025Q2: 65,616 shares; 2025Q3: 63,985 shares; 2025Q4: 66,251 shares; 2026Q1: 73,155 shares 73,155 $15.1M 1% +6,904 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,893 shares; 2024Q4: 215,119 shares; 2025Q1: 227,845 shares; 2025Q2: 250,836 shares; 2025Q3: 265,645 shares; 2025Q4: 283,269 shares; 2026Q1: 301,326 shares 301,326 $15.1M 1% +18,057 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,908 shares; 2024Q4: 27,381 shares; 2025Q1: 28,658 shares; 2025Q2: 27,927 shares; 2025Q3: 27,667 shares; 2025Q4: 27,055 shares; 2026Q1: 26,344 shares 26,344 $14.8M 0.98% -711 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: 38,566 shares; 2024Q4: 38,569 shares; 2025Q1: 41,601 shares; 2025Q2: 41,819 shares; 2025Q3: 41,455 shares; 2025Q4: 41,446 shares; 2026Q1: 41,157 shares 41,157 $14.7M 0.98% -289 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,072 shares; 2024Q4: 70,568 shares; 2025Q1: 72,128 shares; 2025Q2: 73,665 shares; 2025Q3: 73,920 shares; 2025Q4: 73,645 shares; 2026Q1: 71,514 shares 71,514 $14.5M 0.97% -2,131 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,039 shares; 2024Q4: 53,176 shares; 2025Q1: 53,038 shares; 2025Q2: 54,638 shares; 2025Q3: 55,375 shares; 2025Q4: 57,233 shares; 2026Q1: 63,914 shares 63,914 $13.7M 0.91% +6,681 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: 47,614 shares; 2024Q4: 47,416 shares; 2025Q1: 46,937 shares; 2025Q2: 46,211 shares; 2025Q3: 45,962 shares; 2025Q4: 44,958 shares; 2026Q1: 46,693 shares 46,693 $13.7M 0.91% +1,735 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,442 shares; 2024Q4: 11,367 shares; 2025Q1: 11,260 shares; 2025Q2: 11,249 shares; 2025Q3: 11,334 shares; 2025Q4: 11,259 shares; 2026Q1: 14,545 shares 14,545 $13M 0.87% +3,286 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,467 shares; 2024Q4: 37,819 shares; 2025Q1: 36,048 shares; 2025Q2: 35,473 shares; 2025Q3: 41,149 shares; 2025Q4: 40,221 shares; 2026Q1: 36,675 shares 36,675 $13M 0.86% -3,546 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: 12,849 shares; 2024Q4: 12,487 shares; 2025Q1: 12,389 shares; 2025Q2: 12,681 shares; 2025Q3: 12,659 shares; 2025Q4: 13,536 shares; 2026Q1: 12,948 shares 12,948 $12.9M 0.86% -588 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: 2,036 shares; 2024Q4: 2,056 shares; 2025Q1: 3,928 shares; 2025Q2: 4,835 shares; 2025Q3: 13,055 shares; 2025Q4: 17,411 shares; 2026Q1: 22,027 shares 22,027 $12.6M 0.84% +4,616 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: 23,224 shares; 2024Q4: 22,954 shares; 2025Q1: 23,113 shares; 2025Q2: 30,740 shares; 2025Q3: 31,597 shares; 2025Q4: 32,342 shares; 2026Q1: 36,033 shares 36,033 $11.6M 0.77% +3,691 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,333 shares; 2024Q4: 78,579 shares; 2025Q1: 86,887 shares; 2025Q2: 90,084 shares; 2025Q3: 90,088 shares; 2025Q4: 88,586 shares; 2026Q1: 89,099 shares 89,099 $10.6M 0.71% +513 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: 3,400 shares; 2024Q4: 6,972 shares; 2025Q1: 7,439 shares; 2025Q2: 7,856 shares; 2025Q3: 7,923 shares; 2025Q4: 7,771 shares; 2026Q1: 7,789 shares 7,789 $10.3M 0.68% +18 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,530 shares; 2024Q4: 58,950 shares; 2025Q1: 56,920 shares; 2025Q2: 52,230 shares; 2025Q3: 52,116 shares; 2025Q4: 51,984 shares; 2026Q1: 48,827 shares 48,827 $10.2M 0.68% -3,157 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: 59,659 shares; 2024Q4: 60,056 shares; 2025Q1: 63,927 shares; 2025Q2: 65,023 shares; 2025Q3: 65,440 shares; 2025Q4: 63,433 shares; 2026Q1: 61,826 shares 61,826 $9.6M 0.64% -1,607 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: 75,788 shares; 2024Q4: 75,276 shares; 2025Q1: 74,197 shares; 2025Q2: 73,415 shares; 2025Q3: 70,769 shares; 2025Q4: 70,736 shares; 2026Q1: 65,564 shares 65,564 $9.48M 0.63% -5,172 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: 27,064 shares; 2024Q4: 26,591 shares; 2025Q1: 26,464 shares; 2025Q2: 26,250 shares; 2025Q3: 26,283 shares; 2025Q4: 28,225 shares; 2026Q1: 29,788 shares 29,788 $9.26M 0.62% +1,563 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: 315 shares; 2024Q4: 583 shares; 2025Q1: 4,373 shares; 2025Q2: 5,509 shares; 2025Q3: 5,954 shares; 2025Q4: 69,357 shares; 2026Q1: 93,366 shares 93,366 $8.98M 0.6% +24,009 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: 45,729 shares; 2024Q4: 45,558 shares; 2025Q1: 49,831 shares; 2025Q2: 51,348 shares; 2025Q3: 54,289 shares; 2025Q4: 55,761 shares; 2026Q1: 53,732 shares 53,732 $8.58M 0.57% -2,029 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,858 shares; 2024Q4: 38,348 shares; 2025Q1: 35,064 shares; 2025Q2: 34,775 shares; 2025Q3: 34,477 shares; 2025Q4: 34,477 shares; 2026Q1: 34,241 shares 34,241 $8.53M 0.57% -236 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,990 shares; 2024Q4: 87,059 shares; 2025Q1: 85,114 shares; 2025Q2: 84,564 shares; 2025Q3: 87,389 shares; 2025Q4: 82,625 shares; 2026Q1: 81,024 shares 81,024 $8.32M 0.55% -1,601 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: 65,786 shares; 2024Q4: 64,348 shares; 2025Q1: 62,233 shares; 2025Q2: 60,907 shares; 2025Q3: 60,279 shares; 2025Q4: 60,013 shares; 2026Q1: 55,462 shares 55,462 $8.01M 0.53% -4,551 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: 85,830 shares; 2024Q4: 81,984 shares; 2025Q1: 79,824 shares; 2025Q2: 78,863 shares; 2025Q3: 79,201 shares; 2025Q4: 79,272 shares; 2026Q1: 82,363 shares 82,363 $7.94M 0.53% +3,091 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,029 shares; 2024Q4: 39,751 shares; 2025Q1: 39,398 shares; 2025Q2: 39,058 shares; 2025Q3: 39,058 shares; 2025Q4: 36,088 shares; 2026Q1: 37,193 shares 37,193 $7.77M 0.52% +1,105 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,869 shares; 2024Q4: 198,958 shares; 2025Q1: 197,604 shares; 2025Q2: 197,126 shares; 2025Q3: 209,383 shares; 2025Q4: 142,150 shares; 2026Q1: 147,687 shares 147,687 $7.45M 0.5% +5,537 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,332 shares; 2024Q4: 24,997 shares; 2025Q1: 24,541 shares; 2025Q2: 24,220 shares; 2025Q3: 23,825 shares; 2025Q4: 23,726 shares; 2026Q1: 23,068 shares 23,068 $7.39M 0.49% -658 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,429 shares; 2024Q4: 36,963 shares; 2025Q1: 37,466 shares; 2025Q2: 40,260 shares; 2025Q3: 40,164 shares; 2025Q4: 39,323 shares; 2026Q1: 38,987 shares 38,987 $7.39M 0.49% -336 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: 90,197 shares; 2024Q4: 86,646 shares; 2025Q1: 87,998 shares; 2025Q2: 89,445 shares; 2025Q3: 88,660 shares; 2025Q4: 86,967 shares; 2026Q1: 91,179 shares 91,179 $7.23M 0.48% +4,212 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: 21,756 shares; 2024Q4: 21,286 shares; 2025Q1: 20,803 shares; 2025Q2: 20,464 shares; 2025Q3: 20,431 shares; 2025Q4: 21,165 shares; 2026Q1: 21,362 shares 21,362 $7.03M 0.47% +197 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,861 shares; 2024Q4: 22,303 shares; 2025Q1: 22,145 shares; 2025Q2: 21,109 shares; 2025Q3: 21,638 shares; 2025Q4: 21,763 shares; 2026Q1: 21,855 shares 21,855 $6.95M 0.46% +92 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,156 shares; 2025Q1: 30,143 shares; 2025Q2: 55,546 shares; 2025Q3: 62,906 shares; 2025Q4: 71,637 shares; 2026Q1: 89,433 shares 89,433 $6.92M 0.46% +17,796 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 13,682 shares; 2025Q1: 12,937 shares; 2025Q2: 12,920 shares; 2025Q3: 12,720 shares; 2025Q4: 11,555 shares; 2026Q1: 11,081 shares 11,081 $6.83M 0.45% -474 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,178 shares; 2024Q4: 48,074 shares; 2025Q1: 60,823 shares; 2025Q2: 58,641 shares; 2025Q3: 57,979 shares; 2025Q4: 66,197 shares; 2026Q1: 67,155 shares 67,155 $6.49M 0.43% +958 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: 151,688 shares; 2024Q4: 144,794 shares; 2025Q1: 134,367 shares; 2025Q2: 130,387 shares; 2025Q3: 130,763 shares; 2025Q4: 127,177 shares; 2026Q1: 122,406 shares 122,406 $6.46M 0.43% -4,771 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: 61,479 shares; 2024Q4: 59,694 shares; 2025Q1: 59,411 shares; 2025Q2: 59,023 shares; 2025Q3: 58,317 shares; 2025Q4: 56,056 shares; 2026Q1: 51,472 shares 51,472 $6.4M 0.43% -4,584 Timeline VRP 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: 216,737 shares; 2024Q4: 228,490 shares; 2025Q1: 233,293 shares; 2025Q2: 243,581 shares; 2025Q3: 239,429 shares; 2025Q4: 248,177 shares; 2026Q1: 256,877 shares 256,877 $6.16M 0.41% +8,700 Timeline IBTH 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: 100,844 shares; 2024Q4: 180,267 shares; 2025Q1: 194,215 shares; 2025Q2: 221,879 shares; 2025Q3: 235,875 shares; 2025Q4: 259,199 shares; 2026Q1: 272,733 shares 272,733 $6.12M 0.41% +13,534 Timeline IBTI 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: 75,559 shares; 2024Q4: 89,192 shares; 2025Q1: 132,495 shares; 2025Q2: 180,163 shares; 2025Q3: 214,224 shares; 2025Q4: 251,654 shares; 2026Q1: 265,984 shares 265,984 $5.93M 0.39% +14,330 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: 31,280 shares; 2024Q4: 31,034 shares; 2025Q1: 33,687 shares; 2025Q2: 34,122 shares; 2025Q3: 35,622 shares; 2025Q4: 35,597 shares; 2026Q1: 34,534 shares 34,534 $5.86M 0.39% -1,063 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: 37,000 shares; 2024Q4: 35,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,105 shares; 2025Q3: 37,855 shares; 2025Q4: 37,730 shares; 2026Q1: 39,985 shares 39,985 $5.85M 0.39% +2,255 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: 52,039 shares; 2024Q4: 50,720 shares; 2025Q1: 50,485 shares; 2025Q2: 50,120 shares; 2025Q3: 45,788 shares; 2025Q4: 46,424 shares; 2026Q1: 45,466 shares 45,466 $5.47M 0.36% -958 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,403 shares; 2024Q4: 11,403 shares; 2025Q1: 10,693 shares; 2025Q2: 10,618 shares; 2025Q3: 10,618 shares; 2025Q4: 10,618 shares; 2026Q1: 10,618 shares 10,618 $5.21M 0.35% 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: 11,430 shares; 2024Q4: 11,400 shares; 2025Q1: 13,200 shares; 2025Q2: 13,130 shares; 2025Q3: 13,105 shares; 2025Q4: 12,910 shares; 2026Q1: 16,935 shares 16,935 $5.12M 0.34% +4,025 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 2,614 shares; 2025Q1: 2,619 shares; 2025Q2: 2,514 shares; 2025Q3: 3,247 shares; 2025Q4: 4,653 shares; 2026Q1: 4,544 shares 4,544 $4.97M 0.33% -109 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,202 shares; 2024Q4: 69,061 shares; 2025Q1: 55,692 shares; 2025Q2: 54,799 shares; 2025Q3: 52,232 shares; 2025Q4: 51,413 shares; 2026Q1: 49,060 shares 49,060 $4.86M 0.32% -2,353 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,975 shares; 2024Q4: 64,589 shares; 2025Q1: 70,283 shares; 2025Q2: 65,137 shares; 2025Q3: 65,202 shares; 2025Q4: 70,832 shares; 2026Q1: 80,957 shares 80,957 $4.74M 0.32% +10,125 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,443 shares; 2024Q4: 74,496 shares; 2025Q1: 70,668 shares; 2025Q2: 63,773 shares; 2025Q3: 60,488 shares; 2025Q4: 62,941 shares; 2026Q1: 59,390 shares 59,390 $4.66M 0.31% -3,551 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: 9,341 shares; 2024Q4: 8,995 shares; 2025Q1: 8,685 shares; 2025Q2: 8,693 shares; 2025Q3: 8,674 shares; 2025Q4: 8,919 shares; 2026Q1: 7,965 shares 7,965 $4.6M 0.31% -954 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,217 shares; 2024Q4: 26,635 shares; 2025Q1: 25,832 shares; 2025Q2: 25,753 shares; 2025Q3: 25,659 shares; 2025Q4: 22,043 shares; 2026Q1: 23,091 shares 23,091 $4.57M 0.3% +1,048 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: 8,034 shares; 2024Q4: 7,658 shares; 2025Q1: 6,570 shares; 2025Q2: 6,607 shares; 2025Q3: 6,609 shares; 2025Q4: 6,548 shares; 2026Q1: 6,537 shares 6,537 $4.27M 0.28% -11 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: 11,342 shares; 2024Q4: 11,342 shares; 2025Q1: 11,347 shares; 2025Q2: 11,296 shares; 2025Q3: 11,296 shares; 2025Q4: 11,296 shares; 2026Q1: 10,221 shares 10,221 $4.26M 0.28% -1,075 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: 17,622 shares; 2024Q4: 17,607 shares; 2025Q1: 17,662 shares; 2025Q2: 17,697 shares; 2025Q3: 18,374 shares; 2025Q4: 17,117 shares; 2026Q1: 18,526 shares 18,526 $4.26M 0.28% +1,409 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: 3,399 shares; 2024Q4: 3,855 shares; 2025Q1: 3,760 shares; 2025Q2: 10,434 shares; 2025Q3: 10,865 shares; 2025Q4: 11,627 shares; 2026Q1: 12,341 shares 12,341 $4.17M 0.28% +714 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,091 shares; 2024Q4: 45,975 shares; 2025Q1: 47,769 shares; 2025Q2: 49,662 shares; 2025Q3: 51,135 shares; 2025Q4: 50,725 shares; 2026Q1: 65,036 shares 65,036 $4.17M 0.28% +14,311 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: 41,324 shares; 2024Q4: 41,650 shares; 2025Q1: 41,154 shares; 2025Q2: 40,008 shares; 2025Q3: 37,960 shares; 2025Q4: 18,885 shares; 2026Q1: 16,792 shares 16,792 $4.08M 0.27% -2,093 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: 54,046 shares; 2024Q4: 54,206 shares; 2025Q1: 54,584 shares; 2025Q2: 53,674 shares; 2025Q3: 53,960 shares; 2025Q4: 54,816 shares; 2026Q1: 55,834 shares 55,834 $3.77M 0.25% +1,018 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: 8,364 shares; 2024Q4: 8,234 shares; 2025Q1: 8,056 shares; 2025Q2: 9,112 shares; 2025Q3: 9,174 shares; 2025Q4: 9,167 shares; 2026Q1: 10,401 shares 10,401 $3.66M 0.24% +1,234 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: 22,935 shares; 2024Q4: 22,662 shares; 2025Q1: 20,680 shares; 2025Q2: 19,975 shares; 2025Q3: 19,650 shares; 2025Q4: 19,625 shares; 2026Q1: 15,457 shares 15,457 $3.65M 0.24% -4,168 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.24% 0 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: 9,199 shares; 2024Q4: 9,191 shares; 2025Q1: 12,913 shares; 2025Q2: 15,503 shares; 2025Q3: 17,803 shares; 2025Q4: 17,857 shares; 2026Q1: 17,906 shares 17,906 $3.45M 0.23% +49 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: 46,771 shares; 2024Q4: 46,567 shares; 2025Q1: 45,997 shares; 2025Q2: 45,527 shares; 2025Q3: 44,489 shares; 2025Q4: 44,673 shares; 2026Q1: 44,147 shares 44,147 $3.36M 0.22% -526 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 24,910 shares; 2025Q1: 24,910 shares; 2025Q2: 24,910 shares; 2025Q3: 24,832 shares; 2025Q4: 32,555 shares; 2026Q1: 24,487 shares 24,487 $3.33M 0.22% -8,068 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 11,820 shares; 2025Q1: 11,571 shares; 2025Q2: 11,521 shares; 2025Q3: 11,521 shares; 2025Q4: 10,945 shares; 2026Q1: 12,541 shares 12,541 $3.26M 0.22% +1,596 Timeline IBTJ 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: 70,876 shares; 2024Q4: 79,658 shares; 2025Q1: 82,873 shares; 2025Q2: 107,789 shares; 2025Q3: 109,866 shares; 2025Q4: 126,211 shares; 2026Q1: 148,083 shares 148,083 $3.23M 0.22% +21,872 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: 4,502 shares; 2024Q4: 3,301 shares; 2025Q1: 3,302 shares; 2025Q2: 3,244 shares; 2025Q3: 3,714 shares; 2025Q4: 5,983 shares; 2026Q1: 4,562 shares 4,562 $3.23M 0.22% -1,421 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,064 shares; 2024Q4: 26,964 shares; 2025Q1: 27,399 shares; 2025Q2: 27,399 shares; 2025Q3: 27,399 shares; 2025Q4: 27,399 shares; 2026Q1: 27,424 shares 27,424 $3.1M 0.21% +25 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,053 shares 6,053 $2.94M 0.2% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,060 shares; 2024Q4: 30,735 shares; 2025Q1: 30,735 shares; 2025Q2: 30,585 shares; 2025Q3: 29,985 shares; 2025Q4: 27,535 shares; 2026Q1: 29,532 shares 29,532 $2.94M 0.2% +1,997 Timeline IBTG 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: 164,126 shares; 2024Q4: 191,098 shares; 2025Q1: 200,888 shares; 2025Q2: 226,379 shares; 2025Q3: 238,581 shares; 2025Q4: 220,514 shares; 2026Q1: 126,260 shares 126,260 $2.89M 0.19% -94,254 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: 6,405 shares; 2024Q4: 6,633 shares; 2025Q1: 7,962 shares; 2025Q2: 9,006 shares; 2025Q3: 9,757 shares; 2025Q4: 9,964 shares; 2026Q1: 9,964 shares 9,964 $2.86M 0.19% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,405 shares; 2025Q1: 4,449 shares; 2025Q2: 5,357 shares; 2025Q3: 34,892 shares; 2025Q4: 7,253 shares; 2026Q1: 7,108 shares 7,108 $2.82M 0.19% -145 Timeline IBTK 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: 72,192 shares; 2024Q4: 74,821 shares; 2025Q1: 79,983 shares; 2025Q2: 99,546 shares; 2025Q3: 100,510 shares; 2025Q4: 115,375 shares; 2026Q1: 142,467 shares 142,467 $2.81M 0.19% +27,092 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,496 shares; 2025Q1: 7,096 shares; 2025Q2: 8,516 shares; 2025Q3: 8,316 shares; 2025Q4: 8,132 shares; 2026Q1: 8,186 shares 8,186 $2.8M 0.19% +54 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: 10,693 shares; 2024Q4: 10,711 shares; 2025Q1: 10,350 shares; 2025Q2: 10,350 shares; 2025Q3: 9,340 shares; 2025Q4: 9,166 shares; 2026Q1: 9,166 shares 9,166 $2.74M 0.18% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,291 shares; 2024Q4: 30,176 shares; 2025Q1: 31,162 shares; 2025Q2: 31,729 shares; 2025Q3: 31,715 shares; 2025Q4: 32,003 shares; 2026Q1: 34,214 shares 34,214 $2.64M 0.18% +2,211 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,018 shares; 2024Q4: 17,809 shares; 2025Q1: 18,378 shares; 2025Q2: 18,801 shares; 2025Q3: 18,916 shares; 2025Q4: 20,234 shares; 2026Q1: 28,745 shares 28,745 $2.55M 0.17% +8,511 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,665 shares; 2024Q4: 72,213 shares; 2025Q1: 76,758 shares; 2025Q2: 94,104 shares; 2025Q3: 95,029 shares; 2025Q4: 105,256 shares; 2026Q1: 123,346 shares 123,346 $2.52M 0.17% +18,090 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: 20,842 shares; 2024Q4: 20,339 shares; 2025Q1: 20,112 shares; 2025Q2: 19,987 shares; 2025Q3: 20,062 shares; 2025Q4: 20,012 shares; 2026Q1: 20,216 shares 20,216 $2.51M 0.17% +204 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,480 shares; 2024Q4: 10,480 shares; 2025Q1: 10,473 shares; 2025Q2: 8,473 shares; 2025Q3: 8,473 shares; 2025Q4: 8,473 shares; 2026Q1: 8,433 shares 8,433 $2.42M 0.16% -40 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,301 shares; 2024Q4: 67,051 shares; 2025Q1: 67,051 shares; 2025Q2: 65,701 shares; 2025Q3: 65,466 shares; 2025Q4: 63,666 shares; 2026Q1: 63,666 shares 63,666 $2.37M 0.16% 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: 26,892 shares; 2024Q4: 27,305 shares; 2025Q1: 26,395 shares; 2025Q2: 28,312 shares; 2025Q3: 28,471 shares; 2025Q4: 27,433 shares; 2026Q1: 27,251 shares 27,251 $2.36M 0.16% -182 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: 21,597 shares; 2024Q4: 21,397 shares; 2025Q1: 21,206 shares; 2025Q2: 21,006 shares; 2025Q3: 21,006 shares; 2025Q4: 21,006 shares; 2026Q1: 21,006 shares 21,006 $2.31M 0.15% 0 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 19,569 shares; 2025Q3: 25,304 shares; 2025Q4: 27,046 shares; 2026Q1: 29,994 shares 29,994 $2.27M 0.15% +2,948 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: 17,240 shares; 2024Q4: 17,240 shares; 2025Q1: 17,240 shares; 2025Q2: 17,240 shares; 2025Q3: 17,240 shares; 2025Q4: 16,340 shares; 2026Q1: 16,037 shares 16,037 $2.23M 0.15% -303 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,117 shares; 2024Q4: 84,018 shares; 2025Q1: 74,913 shares; 2025Q2: 64,313 shares; 2025Q3: 57,639 shares; 2025Q4: 51,904 shares; 2026Q1: 43,945 shares 43,945 $2.23M 0.15% -7,959 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: 31,766 shares; 2024Q4: 31,746 shares; 2025Q1: 29,470 shares; 2025Q2: 29,285 shares; 2025Q3: 28,976 shares; 2025Q4: 28,641 shares; 2026Q1: 29,121 shares 29,121 $2.19M 0.15% +480 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,003 shares; 2024Q4: 41,247 shares; 2025Q1: 37,506 shares; 2025Q2: 38,295 shares; 2025Q3: 45,309 shares; 2025Q4: 45,080 shares; 2026Q1: 41,945 shares 41,945 $2.12M 0.14% -3,135 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: 81,489 shares; 2024Q4: 69,057 shares; 2025Q1: 55,901 shares; 2025Q2: 54,331 shares; 2025Q3: 54,660 shares; 2025Q4: 41,260 shares; 2026Q1: 41,730 shares 41,730 $2.1M 0.14% +470 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 1,330 shares; 2025Q4: 1,861 shares; 2026Q1: 7,163 shares 7,163 $2.03M 0.14% +5,302 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 125,000 shares; 2025Q3: 125,000 shares; 2025Q4: 125,000 shares; 2026Q1: 125,000 shares 125,000 $2M 0.13% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,694 shares; 2025Q1: 11,499 shares; 2025Q2: 11,586 shares; 2025Q3: 11,760 shares; 2025Q4: 29,624 shares; 2026Q1: 30,865 shares 30,865 $1.94M 0.13% +1,241 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: 14,509 shares; 2024Q4: 14,007 shares; 2025Q1: 14,417 shares; 2025Q2: 14,532 shares; 2025Q3: 14,335 shares; 2025Q4: 14,116 shares; 2026Q1: 13,075 shares 13,075 $1.92M 0.13% -1,041 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 7,066 shares; 2025Q1: 9,009 shares; 2025Q2: 10,802 shares; 2025Q3: 13,617 shares; 2025Q4: 14,243 shares; 2026Q1: 14,073 shares 14,073 $1.92M 0.13% -170 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: 24,179 shares; 2024Q4: 25,179 shares; 2025Q1: 27,119 shares; 2025Q2: 27,117 shares; 2025Q3: 27,165 shares; 2025Q4: 30,062 shares; 2026Q1: 30,989 shares 30,989 $1.88M 0.13% +927 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,006 shares; 2025Q1: 34,197 shares; 2025Q2: 38,127 shares; 2025Q3: 42,494 shares; 2025Q4: 33,745 shares; 2026Q1: 37,559 shares 37,559 $1.87M 0.12% +3,814 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,140 shares; 2024Q4: 18,003 shares; 2025Q1: 17,671 shares; 2025Q2: 17,058 shares; 2025Q3: 16,600 shares; 2025Q4: 14,608 shares; 2026Q1: 14,497 shares 14,497 $1.83M 0.12% -111 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 8,125 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares 9,100 $1.79M 0.12% 0 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: 17,475 shares; 2024Q4: 17,475 shares; 2025Q1: 17,475 shares; 2025Q2: 17,275 shares; 2025Q3: 16,769 shares; 2025Q4: 16,547 shares; 2026Q1: 13,774 shares 13,774 $1.77M 0.12% -2,773 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: 12,416 shares; 2024Q4: 12,416 shares; 2025Q1: 12,416 shares; 2025Q2: 12,416 shares; 2025Q3: 12,241 shares; 2025Q4: 12,118 shares; 2026Q1: 12,118 shares 12,118 $1.76M 0.12% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 9,700 shares; 2025Q1: 9,700 shares; 2025Q2: 9,700 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $1.72M 0.11% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 10,217 shares; 2025Q1: 10,217 shares; 2025Q2: 10,217 shares; 2025Q3: 26,279 shares; 2025Q4: 26,279 shares; 2026Q1: 26,279 shares 26,279 $1.72M 0.11% 0 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: 49,764 shares; 2024Q4: 45,868 shares; 2025Q1: 41,322 shares; 2025Q2: 28,663 shares; 2025Q3: 26,568 shares; 2025Q4: 25,945 shares; 2026Q1: 22,248 shares 22,248 $1.72M 0.11% -3,697 Timeline IBTM 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: 64,193 shares; 2025Q2: 68,497 shares; 2025Q3: 69,325 shares; 2025Q4: 72,218 shares; 2026Q1: 74,679 shares 74,679 $1.71M 0.11% +2,461 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: 821 shares; 2026Q1: 1,958 shares 1,958 $1.71M 0.11% +1,137 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,465 shares; 2024Q4: 8,264 shares; 2025Q1: 7,229 shares; 2025Q2: 5,451 shares; 2025Q3: 5,398 shares; 2025Q4: 4,798 shares; 2026Q1: 4,768 shares 4,768 $1.7M 0.11% -30 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,228 shares; 2024Q4: 22,248 shares; 2025Q1: 22,270 shares; 2025Q2: 22,156 shares; 2025Q3: 24,463 shares; 2025Q4: 17,203 shares; 2026Q1: 16,137 shares 16,137 $1.67M 0.11% -1,066 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: 10,493 shares; 2024Q4: 9,984 shares; 2025Q1: 10,984 shares; 2025Q2: 10,884 shares; 2025Q3: 10,374 shares; 2025Q4: 10,074 shares; 2026Q1: 9,820 shares 9,820 $1.62M 0.11% -254 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: 12,935 shares; 2024Q4: 12,935 shares; 2025Q1: 12,935 shares; 2025Q2: 12,935 shares; 2025Q3: 12,635 shares; 2025Q4: 10,035 shares; 2026Q1: 10,627 shares 10,627 $1.62M 0.11% +592 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,771 shares; 2024Q4: 22,771 shares; 2025Q1: 16,570 shares; 2025Q2: 16,570 shares; 2025Q3: 16,570 shares; 2025Q4: 16,729 shares; 2026Q1: 16,623 shares 16,623 $1.62M 0.11% -106 Timeline IBDY 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: 66,187 shares 66,187 $1.61M 0.11% new 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: 28,990 shares; 2024Q4: 30,386 shares; 2025Q1: 30,040 shares; 2025Q2: 30,500 shares; 2025Q3: 31,555 shares; 2025Q4: 27,611 shares; 2026Q1: 27,611 shares 27,611 $1.59M 0.11% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,609 shares; 2024Q4: 13,609 shares; 2025Q1: 13,609 shares; 2025Q2: 13,609 shares; 2025Q3: 13,609 shares; 2025Q4: 13,388 shares; 2026Q1: 13,388 shares 13,388 $1.59M 0.11% 0 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: 13,478 shares; 2024Q4: 13,478 shares; 2025Q1: 14,552 shares; 2025Q2: 14,017 shares; 2025Q3: 14,017 shares; 2025Q4: 14,017 shares; 2026Q1: 13,017 shares 13,017 $1.58M 0.1% -1,000 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,671 shares; 2024Q4: 107,947 shares; 2025Q1: 70,384 shares; 2025Q2: 58,979 shares; 2025Q3: 6,217 shares; 2025Q4: 5,767 shares; 2026Q1: 5,317 shares 5,317 $1.58M 0.1% -450 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: 19,023 shares; 2024Q4: 18,438 shares; 2025Q1: 18,273 shares; 2025Q2: 18,023 shares; 2025Q3: 18,023 shares; 2025Q4: 18,249 shares; 2026Q1: 20,248 shares 20,248 $1.57M 0.1% +1,999 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: 6,362 shares; 2024Q4: 6,362 shares; 2025Q1: 6,373 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares; 2025Q4: 6,236 shares; 2026Q1: 6,214 shares 6,214 $1.54M 0.1% -22 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: 5,191 shares; 2024Q4: 5,158 shares; 2025Q1: 5,805 shares; 2025Q2: 6,168 shares; 2025Q3: 6,475 shares; 2025Q4: 6,325 shares; 2026Q1: 5,601 shares 5,601 $1.52M 0.1% -724 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: 66,282 shares; 2024Q4: 67,845 shares; 2025Q1: 67,342 shares; 2025Q2: 66,647 shares; 2025Q3: 66,375 shares; 2025Q4: 62,364 shares; 2026Q1: 53,537 shares 53,537 $1.5M 0.1% -8,827 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3,939 shares; 2025Q1: 3,855 shares; 2025Q2: 3,854 shares; 2025Q3: 3,829 shares; 2025Q4: 4,198 shares; 2026Q1: 4,293 shares 4,293 $1.47M 0.1% +95 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,904 shares; 2024Q4: 11,904 shares; 2025Q1: 11,904 shares; 2025Q2: 11,904 shares; 2025Q3: 11,904 shares; 2025Q4: 12,059 shares; 2026Q1: 12,059 shares 12,059 $1.43M 0.1% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,601 shares; 2025Q1: 4,601 shares; 2025Q2: 4,441 shares; 2025Q3: 4,441 shares; 2025Q4: 4,441 shares; 2026Q1: 4,441 shares 4,441 $1.39M 0.09% 0 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: 1,600 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,523 shares; 2026Q1: 2,700 shares 2,700 $1.35M 0.09% +1,177 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: 4,392 shares; 2024Q4: 4,294 shares; 2025Q1: 4,059 shares; 2025Q2: 3,989 shares; 2025Q3: 3,630 shares; 2025Q4: 3,530 shares; 2026Q1: 5,485 shares 5,485 $1.33M 0.09% +1,955 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 2,482 shares; 2026Q1: 10,022 shares 10,022 $1.32M 0.09% +7,540 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: 44,524 shares; 2024Q4: 44,804 shares; 2025Q1: 37,848 shares; 2025Q2: 35,673 shares; 2025Q3: 35,673 shares; 2025Q4: 37,120 shares; 2026Q1: 35,040 shares 35,040 $1.29M 0.09% -2,080 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 6,480 shares; 2025Q3: 6,555 shares; 2025Q4: 8,506 shares; 2026Q1: 13,798 shares 13,798 $1.27M 0.08% +5,292 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: 2,278 shares; 2024Q4: 2,385 shares; 2025Q1: 2,345 shares; 2025Q2: 2,457 shares; 2025Q3: 2,457 shares; 2025Q4: 3,256 shares; 2026Q1: 3,256 shares 3,256 $1.27M 0.08% 0 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: 9,139 shares; 2024Q4: 9,139 shares; 2025Q1: 9,139 shares; 2025Q2: 9,139 shares; 2025Q3: 9,139 shares; 2025Q4: 9,139 shares; 2026Q1: 9,598 shares 9,598 $1.27M 0.08% +459 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: 3,346 shares; 2024Q4: 3,121 shares; 2025Q1: 4,580 shares; 2025Q2: 5,059 shares; 2025Q3: 4,499 shares; 2025Q4: 5,887 shares; 2026Q1: 6,268 shares 6,268 $1.24M 0.08% +381 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,743 shares; 2024Q4: 5,743 shares; 2025Q1: 5,743 shares; 2025Q2: 5,743 shares; 2025Q3: 5,743 shares; 2025Q4: 5,743 shares; 2026Q1: 5,743 shares 5,743 $1.21M 0.08% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 6,690 shares; 2025Q1: 6,690 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $1.19M 0.08% 0 Timeline VSDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,426 shares; 2025Q4: 14,989 shares; 2026Q1: 15,235 shares 15,235 $1.16M 0.08% +246 Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,829 shares; 2026Q1: 15,140 shares 15,140 $1.14M 0.08% +311 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: 12,421 shares; 2024Q4: 12,421 shares; 2025Q1: 12,421 shares; 2025Q2: 12,421 shares; 2025Q3: 12,421 shares; 2025Q4: 8,421 shares; 2026Q1: 12,420 shares 12,420 $1.09M 0.07% +3,999 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,804 shares; 2024Q4: 60,904 shares; 2025Q1: 60,683 shares; 2025Q2: 60,773 shares; 2025Q3: 59,822 shares; 2025Q4: 53,005 shares; 2026Q1: 63,475 shares 63,475 $1.09M 0.07% +10,470 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 2,402 shares; 2025Q2: 2,972 shares; 2025Q3: 2,847 shares; 2025Q4: 3,342 shares; 2026Q1: 3,524 shares 3,524 $1.09M 0.07% +182 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: 9,046 shares; 2024Q4: 8,971 shares; 2025Q1: 8,769 shares; 2025Q2: 8,644 shares; 2025Q3: 8,256 shares; 2025Q4: 8,006 shares; 2026Q1: 8,228 shares 8,228 $1.08M 0.07% +222 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares 2,173 $1.08M 0.07% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,925 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 3,775 shares; 2026Q1: 3,775 shares 3,775 $1.07M 0.07% 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: 1,346 shares; 2024Q4: 1,346 shares; 2025Q1: 1,671 shares; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 2,175 shares; 2026Q1: 2,431 shares 2,431 $1.05M 0.07% +256 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,629 shares; 2025Q1: 4,629 shares; 2025Q2: 4,629 shares; 2025Q3: 4,629 shares; 2025Q4: 4,629 shares; 2026Q1: 4,629 shares 4,629 $1.02M 0.07% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 6,860 shares; 2025Q1: 6,781 shares; 2025Q2: 6,751 shares; 2025Q3: 6,588 shares; 2025Q4: 6,220 shares; 2026Q1: 5,936 shares 5,936 $1.01M 0.07% -284 Timeline EMXC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,773 shares 12,773 $1M 0.07% new Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,937 shares; 2024Q4: 11,794 shares; 2025Q1: 12,192 shares; 2025Q2: 12,659 shares; 2025Q3: 12,675 shares; 2025Q4: 12,451 shares; 2026Q1: 16,228 shares 16,228 $975K 0.06% +3,777 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,922 shares 7,922 $973K 0.06% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 11,356 shares; 2025Q1: 11,356 shares; 2025Q2: 11,356 shares; 2025Q3: 11,356 shares; 2025Q4: 11,356 shares; 2026Q1: 11,356 shares 11,356 $910K 0.06% 0 Timeline HELO 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: not reported; 2025Q2: not reported; 2025Q3: 8,430 shares; 2025Q4: 10,460 shares; 2026Q1: 14,165 shares 14,165 $905K 0.06% +3,705 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: 29,853 shares; 2024Q4: 26,229 shares; 2025Q1: 26,655 shares; 2025Q2: 26,505 shares; 2025Q3: 26,505 shares; 2025Q4: 27,328 shares; 2026Q1: 26,915 shares 26,915 $902K 0.06% -413 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: 6,706 shares; 2024Q4: 6,007 shares; 2025Q1: 3,585 shares; 2025Q2: 3,585 shares; 2025Q3: 3,585 shares; 2025Q4: 3,585 shares; 2026Q1: 3,906 shares 3,906 $883K 0.06% +321 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,536 shares; 2024Q4: 10,536 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares; 2025Q4: 10,450 shares; 2026Q1: 10,450 shares 10,450 $841K 0.06% 0 Timeline SHV 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: 4,458 shares; 2024Q4: 8,677 shares; 2025Q1: 11,825 shares; 2025Q2: 8,116 shares; 2025Q3: 8,116 shares; 2025Q4: 8,109 shares; 2026Q1: 7,559 shares 7,559 $834K 0.06% -550 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 8,989 shares; 2025Q1: 8,122 shares; 2025Q2: 16,509 shares; 2025Q3: 16,509 shares; 2025Q4: 16,165 shares; 2026Q1: 16,165 shares 16,165 $824K 0.05% 0 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: 1,175 shares; 2024Q4: 1,175 shares; 2025Q1: 1,653 shares; 2025Q2: 1,558 shares; 2025Q3: 1,508 shares; 2025Q4: 1,447 shares; 2026Q1: 1,447 shares 1,447 $815K 0.05% 0 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: 75,073 shares; 2024Q4: 73,874 shares; 2025Q1: 36,043 shares; 2025Q2: 35,983 shares; 2025Q3: 34,926 shares; 2025Q4: 29,147 shares; 2026Q1: 27,914 shares 27,914 $801K 0.05% -1,233 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $798K 0.05% 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: 13,366 shares; 2024Q4: 12,779 shares; 2025Q1: 13,779 shares; 2025Q2: 13,279 shares; 2025Q3: 12,641 shares; 2025Q4: 12,323 shares; 2026Q1: 12,083 shares 12,083 $797K 0.05% -240 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,997 shares; 2024Q4: 18,997 shares; 2025Q1: 18,997 shares; 2025Q2: 18,997 shares; 2025Q3: 18,997 shares; 2025Q4: 10,410 shares; 2026Q1: 10,410 shares 10,410 $787K 0.05% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 6,359 shares; 2026Q1: 6,623 shares 6,623 $786K 0.05% +264 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: 9,698 shares; 2024Q4: 9,698 shares; 2025Q1: 9,697 shares; 2025Q2: 8,097 shares; 2025Q3: 8,097 shares; 2025Q4: 8,097 shares; 2026Q1: 8,097 shares 8,097 $786K 0.05% 0 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: 9,216 shares; 2024Q4: 10,546 shares; 2025Q1: 10,589 shares; 2025Q2: 10,817 shares; 2025Q3: 10,828 shares; 2025Q4: 10,341 shares; 2026Q1: 14,376 shares 14,376 $777K 0.05% +4,035 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: 8,502 shares; 2024Q4: 8,502 shares; 2025Q1: 8,502 shares; 2025Q2: 8,419 shares; 2025Q3: 8,419 shares; 2025Q4: 8,369 shares; 2026Q1: 7,759 shares 7,759 $722K 0.05% -610 Timeline ACWI 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: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 5,175 shares 5,175 $716K 0.05% +3,575 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: 4,740 shares; 2024Q4: 4,740 shares; 2025Q1: 4,740 shares; 2025Q2: 4,740 shares; 2025Q3: 4,740 shares; 2025Q4: 4,740 shares; 2026Q1: 4,768 shares 4,768 $706K 0.05% +28 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,260 shares; 2025Q1: 9,450 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares; 2025Q4: 13,478 shares; 2026Q1: 13,270 shares 13,270 $697K 0.05% -208 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: 1,759 shares; 2024Q4: 2,860 shares; 2025Q1: 2,957 shares; 2025Q2: 3,571 shares; 2025Q3: 3,612 shares; 2025Q4: 3,874 shares; 2026Q1: 3,874 shares 3,874 $670K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 6,560 shares; 2025Q1: 7,960 shares; 2025Q2: 7,853 shares; 2025Q3: 7,853 shares; 2025Q4: 7,853 shares; 2026Q1: 7,853 shares 7,853 $669K 0.04% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,141 shares; 2025Q1: 3,141 shares; 2025Q2: 3,141 shares; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares; 2026Q1: 3,141 shares 3,141 $655K 0.04% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,999 shares; 2025Q3: 4,999 shares; 2025Q4: 4,999 shares; 2026Q1: 4,955 shares 4,955 $649K 0.04% -44 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,458 shares 1,458 $648K 0.04% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 1,081 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares; 2026Q1: 1,459 shares 1,459 $637K 0.04% +45 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 696 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 1,454 shares 1,454 $634K 0.04% +783 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,400 shares; 2025Q2: 16,400 shares; 2025Q3: 16,400 shares; 2025Q4: 16,400 shares; 2026Q1: 16,400 shares 16,400 $633K 0.04% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 13,600 shares; 2025Q3: 13,600 shares; 2025Q4: 13,600 shares; 2026Q1: 13,600 shares 13,600 $631K 0.04% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,346 shares; 2025Q1: 4,346 shares; 2025Q2: 4,346 shares; 2025Q3: 4,346 shares; 2025Q4: 4,346 shares; 2026Q1: 4,346 shares 4,346 $631K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,822 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares 1,862 $607K 0.04% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 5,213 shares; 2025Q1: 5,213 shares; 2025Q2: 5,213 shares; 2025Q3: 5,213 shares; 2025Q4: not reported; 2026Q1: 5,211 shares 5,211 $603K 0.04% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 4,969 shares; 2025Q4: 4,969 shares; 2026Q1: 4,969 shares 4,969 $599K 0.04% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares 1,403 $598K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 6,143 shares; 2025Q1: 6,143 shares; 2025Q2: 5,075 shares; 2025Q3: 6,196 shares; 2025Q4: 6,132 shares; 2026Q1: 6,116 shares 6,116 $590K 0.04% -16 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,056 shares; 2024Q4: 12,056 shares; 2025Q1: 12,056 shares; 2025Q2: 12,056 shares; 2025Q3: 12,056 shares; 2025Q4: 12,056 shares; 2026Q1: 12,056 shares 12,056 $575K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,245 shares; 2026Q1: 2,755 shares 2,755 $573K 0.04% -490 Timeline FTPA 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: 65,516 shares; 2026Q1: 65,516 shares 65,516 $562K 0.04% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: 5,060 shares; 2025Q2: 7,960 shares; 2025Q3: 6,152 shares; 2025Q4: 6,152 shares; 2026Q1: 5,852 shares 5,852 $546K 0.04% -300 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: 6,664 shares; 2024Q4: 5,647 shares; 2025Q1: 5,647 shares; 2025Q2: 5,177 shares; 2025Q3: 5,049 shares; 2025Q4: 4,023 shares; 2026Q1: 3,400 shares 3,400 $535K 0.04% -623 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,778 shares; 2026Q1: 1,618 shares 1,618 $529K 0.04% -160 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: 11,799 shares; 2024Q4: 11,799 shares; 2025Q1: 11,799 shares; 2025Q2: 11,574 shares; 2025Q3: 11,574 shares; 2025Q4: 11,574 shares; 2026Q1: 11,574 shares 11,574 $528K 0.04% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,841 shares; 2024Q4: 3,841 shares; 2025Q1: 3,841 shares; 2025Q2: 3,841 shares; 2025Q3: 3,841 shares; 2025Q4: 5,986 shares; 2026Q1: 5,986 shares 5,986 $520K 0.03% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $518K 0.03% 0 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: 18,787 shares; 2024Q4: 18,481 shares; 2025Q1: 18,396 shares; 2025Q2: 17,292 shares; 2025Q3: 17,252 shares; 2025Q4: 18,560 shares; 2026Q1: 17,597 shares 17,597 $510K 0.03% -963 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,021 shares; 2026Q1: 10,309 shares 10,309 $503K 0.03% +2,288 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,581 shares; 2024Q4: 27,381 shares; 2025Q1: 27,381 shares; 2025Q2: 27,381 shares; 2025Q3: 27,381 shares; 2025Q4: 26,776 shares; 2026Q1: 25,700 shares 25,700 $503K 0.03% -1,076 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 551 shares; 2025Q1: 451 shares; 2025Q2: 796 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 1,116 shares 1,116 $498K 0.03% +370 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 7,670 shares; 2025Q1: 5,520 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares; 2025Q4: 3,520 shares; 2026Q1: 6,815 shares 6,815 $489K 0.03% +3,295 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 6,657 shares; 2025Q1: 6,183 shares; 2025Q2: 6,083 shares; 2025Q3: 5,824 shares; 2025Q4: 5,388 shares; 2026Q1: 5,388 shares 5,388 $483K 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,497 shares; 2025Q1: 3,497 shares; 2025Q2: 3,497 shares; 2025Q3: 3,497 shares; 2025Q4: 3,497 shares; 2026Q1: 3,428 shares 3,428 $478K 0.03% -69 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,847 shares; 2024Q4: 4,847 shares; 2025Q1: 3,394 shares; 2025Q2: 2,644 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares 2,344 $476K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 168 shares; 2025Q2: 141 shares; 2025Q3: 137 shares; 2025Q4: 127 shares; 2026Q1: 140 shares 140 $473K 0.03% +13 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,916 shares 1,916 $468K 0.03% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 1,933 shares; 2025Q2: 1,933 shares; 2025Q3: 3,233 shares; 2025Q4: 3,233 shares; 2026Q1: 3,454 shares 3,454 $467K 0.03% +221 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,301 shares; 2024Q4: 88,866 shares; 2025Q1: 80,211 shares; 2025Q2: 49,710 shares; 2025Q3: 49,110 shares; 2025Q4: 49,110 shares; 2026Q1: 48,992 shares 48,992 $455K 0.03% -118 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 991 shares; 2025Q1: 1,004 shares; 2025Q2: 1,003 shares; 2025Q3: 954 shares; 2025Q4: 979 shares; 2026Q1: 1,511 shares 1,511 $450K 0.03% +532 Timeline IJJ 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: 6,252 shares; 2024Q4: 5,789 shares; 2025Q1: 4,536 shares; 2025Q2: 4,370 shares; 2025Q3: 3,924 shares; 2025Q4: 3,899 shares; 2026Q1: 3,352 shares 3,352 $444K 0.03% -547 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,354 shares; 2025Q1: 2,401 shares; 2025Q2: 2,021 shares; 2025Q3: 2,021 shares; 2025Q4: 2,816 shares; 2026Q1: 4,016 shares 4,016 $443K 0.03% +1,200 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 6,666 shares; 2025Q4: 6,666 shares; 2026Q1: 6,666 shares 6,666 $443K 0.03% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 6,675 shares; 2025Q4: 6,675 shares; 2026Q1: 6,675 shares 6,675 $435K 0.03% 0 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: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,450 shares 1,450 $423K 0.03% -75 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 3,339 shares; 2026Q1: 3,641 shares 3,641 $419K 0.03% +302 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: 2,050 shares; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 2,138 shares; 2026Q1: 2,138 shares 2,138 $415K 0.03% 0 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 42,000 shares 42,000 $412K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,048 shares 1,048 $411K 0.03% +48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,820 shares; 2026Q1: 4,720 shares 4,720 $409K 0.03% -100 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: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 462 shares 462 $400K 0.03% +107 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $399K 0.03% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,883 shares; 2026Q1: 6,933 shares 6,933 $390K 0.03% +50 Timeline STIP 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: 2,459 shares; 2025Q4: 2,696 shares; 2026Q1: 3,746 shares 3,746 $387K 0.03% +1,050 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,877 shares; 2026Q1: 3,227 shares 3,227 $383K 0.03% +350 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: 5,812 shares; 2024Q4: 5,687 shares; 2025Q1: 5,655 shares; 2025Q2: 5,280 shares; 2025Q3: 5,280 shares; 2025Q4: 5,280 shares; 2026Q1: 5,315 shares 5,315 $379K 0.03% +35 Timeline IWC 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: 2,413 shares; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares; 2025Q4: 2,333 shares; 2026Q1: 2,333 shares 2,333 $372K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,015 shares; 2024Q4: 11,515 shares; 2025Q1: 8,815 shares; 2025Q2: not reported; 2025Q3: 7,915 shares; 2025Q4: 7,915 shares; 2026Q1: 8,410 shares 8,410 $371K 0.02% +495 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,901 shares; 2024Q4: 28,901 shares; 2025Q1: 26,433 shares; 2025Q2: 26,433 shares; 2025Q3: 26,431 shares; 2025Q4: 18,966 shares; 2026Q1: 14,831 shares 14,831 $362K 0.02% -4,135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares; 2025Q4: 2,165 shares; 2026Q1: 2,280 shares 2,280 $359K 0.02% +115 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,135 shares; 2025Q1: 2,282 shares; 2025Q2: 2,271 shares; 2025Q3: 2,706 shares; 2025Q4: 2,948 shares; 2026Q1: 2,797 shares 2,797 $353K 0.02% -151 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $352K 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 5,003 shares; 2025Q4: 4,453 shares; 2026Q1: 4,453 shares 4,453 $350K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 83 shares 83 $349K 0.02% +35 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: 7,163 shares; 2024Q4: 7,163 shares; 2025Q1: 7,163 shares; 2025Q2: 6,963 shares; 2025Q3: 6,963 shares; 2025Q4: 6,963 shares; 2026Q1: 6,963 shares 6,963 $348K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,192 shares; 2025Q1: 2,741 shares; 2025Q2: 2,361 shares; 2025Q3: 2,361 shares; 2025Q4: 2,361 shares; 2026Q1: 2,361 shares 2,361 $345K 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 8,715 shares; 2025Q1: 9,560 shares; 2025Q2: 5,742 shares; 2025Q3: 5,742 shares; 2025Q4: 5,723 shares; 2026Q1: 5,723 shares 5,723 $341K 0.02% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES 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: 6,216 shares; 2025Q4: 6,216 shares; 2026Q1: 6,216 shares 6,216 $341K 0.02% 0 Timeline VFC V F CORP More: the full row for V F 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: 20,000 shares; 2026Q1: 20,000 shares 20,000 $340K 0.02% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,748 shares; 2025Q4: 4,516 shares; 2026Q1: 4,516 shares 4,516 $336K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,651 shares; 2025Q4: 4,478 shares; 2026Q1: 4,623 shares 4,623 $333K 0.02% +145 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 340 shares 340 $333K 0.02% new Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS 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: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $322K 0.02% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares 3,510 $321K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares 1,427 $320K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,350 shares; 2025Q4: 3,389 shares; 2026Q1: 3,389 shares 3,389 $314K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $313K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,705 shares 6,705 $308K 0.02% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,605 shares; 2025Q4: 1,890 shares; 2026Q1: 1,890 shares 1,890 $307K 0.02% 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: 25,995 shares; 2024Q4: 7,367 shares; 2025Q1: 4,490 shares; 2025Q2: 2,972 shares; 2025Q3: not reported; 2025Q4: 3,147 shares; 2026Q1: 4,147 shares 4,147 $305K 0.02% +1,000 Timeline WSO WATSCO INC More: the full row for WATSCO 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: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares 835 $304K 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 4,402 shares; 2025Q1: 3,774 shares; 2025Q2: 3,460 shares; 2025Q3: 3,485 shares; 2025Q4: 3,366 shares; 2026Q1: 3,335 shares 3,335 $295K 0.02% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $285K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,550 shares; 2025Q4: 1,356 shares; 2026Q1: 1,004 shares 1,004 $283K 0.02% -352 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,623 shares; 2025Q1: 3,623 shares; 2025Q2: 3,623 shares; 2025Q3: 3,623 shares; 2025Q4: 3,423 shares; 2026Q1: 3,548 shares 3,548 $282K 0.02% +125 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,662 shares; 2024Q4: 2,383 shares; 2025Q1: 2,282 shares; 2025Q2: not reported; 2025Q3: 2,282 shares; 2025Q4: 4,564 shares; 2026Q1: 4,564 shares 4,564 $280K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 927 shares; 2025Q1: 906 shares; 2025Q2: 1,098 shares; 2025Q3: 1,099 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares 1,070 $280K 0.02% 0 Timeline H&R Block, Inc. H&R Block, Inc. More: the full row for H&R Block, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares 8,600 $273K 0.02% 0 TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY 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: 4,415 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares; 2026Q1: 4,415 shares 4,415 $271K 0.02% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 5,362 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,315 shares 5,315 $270K 0.02% new Timeline FTMU 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: 34,576 shares; 2026Q1: 34,576 shares 34,576 $269K 0.02% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $257K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,063 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 743 shares 743 $256K 0.02% -136 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR 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: 5,122 shares 5,122 $255K 0.02% new 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: 4,845 shares 4,845 $249K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $249K 0.02% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,280 shares; 2026Q1: 8,280 shares 8,280 $249K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,615 shares; 2026Q1: 2,500 shares 2,500 $248K 0.02% -115 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 6,038 shares; 2025Q1: 6,038 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 4,853 shares 4,853 $247K 0.02% -1,185 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 2,935 shares; 2026Q1: 2,640 shares 2,640 $243K 0.02% -295 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 903 shares 903 $241K 0.02% +53 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 13,896 shares; 2025Q1: 13,896 shares; 2025Q2: 13,896 shares; 2025Q3: 13,896 shares; 2025Q4: 13,896 shares; 2026Q1: 13,896 shares 13,896 $240K 0.02% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,156 shares; 2025Q1: 3,156 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,156 shares; 2026Q1: 3,164 shares 3,164 $238K 0.02% +8 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,445 shares; 2026Q1: 2,445 shares 2,445 $234K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,462 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares; 2025Q4: 2,942 shares; 2026Q1: 2,967 shares 2,967 $229K 0.02% +25 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 1,230 shares; 2025Q3: 976 shares; 2025Q4: 976 shares; 2026Q1: 976 shares 976 $228K 0.02% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $228K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140 $224K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,672 shares; 2024Q4: 6,672 shares; 2025Q1: 7,402 shares; 2025Q2: 13,392 shares; 2025Q3: 13,392 shares; 2025Q4: 5,172 shares; 2026Q1: 3,972 shares 3,972 $222K 0.01% -1,200 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: 2,735 shares; 2024Q4: 2,735 shares; 2025Q1: 2,735 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares; 2026Q1: 2,335 shares 2,335 $222K 0.01% -400 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,111 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: not reported; 2025Q4: 3,920 shares; 2026Q1: 3,920 shares 3,920 $217K 0.01% 0 Timeline IJS 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: 3,272 shares; 2024Q4: 2,790 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,791 shares 1,791 $212K 0.01% -139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $211K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $208K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 1,036 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares 1,036 $205K 0.01% 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 564 shares 564 $201K 0.01% -161 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 2,430 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares; 2026Q1: 3,070 shares 3,070 $200K 0.01% -215 Timeline FTNY 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: 38,243 shares; 2026Q1: 24,733 shares 24,733 $193K 0.01% -13,510 Timeline VRAYQ VIEWRAY INC More: the full row for VIEWRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $0 0% 0 Value filed as zero, left out of ratios. 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