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: 304,916 shares; 2024Q4: 303,700 shares; 2025Q1: 300,346 shares; 2025Q2: 300,375 shares; 2025Q3: 303,337 shares; 2025Q4: 300,921 shares; 2026Q1: 301,441 shares 301,441 $76.5M 2.42% +520 Timeline VBR 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: 276,789 shares; 2024Q4: 277,583 shares; 2025Q1: 290,993 shares; 2025Q2: 306,523 shares; 2025Q3: 294,047 shares; 2025Q4: 295,284 shares; 2026Q1: 296,360 shares 296,360 $64.4M 2.04% +1,076 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: 164,518 shares; 2024Q4: 167,422 shares; 2025Q1: 167,603 shares; 2025Q2: 165,680 shares; 2025Q3: 165,335 shares; 2025Q4: 165,892 shares; 2026Q1: 170,430 shares 170,430 $63.1M 2% +4,538 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,153 shares; 2024Q4: 306,323 shares; 2025Q1: 311,141 shares; 2025Q2: 313,024 shares; 2025Q3: 313,533 shares; 2025Q4: 314,063 shares; 2026Q1: 314,584 shares 314,584 $53.1M 1.68% +521 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: 196,601 shares; 2024Q4: 191,268 shares; 2025Q1: 191,588 shares; 2025Q2: 193,684 shares; 2025Q3: 189,439 shares; 2025Q4: 183,694 shares; 2026Q1: 181,000 shares 181,000 $51.9M 1.64% -2,694 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: 152,970 shares; 2024Q4: 154,618 shares; 2025Q1: 155,861 shares; 2025Q2: 156,569 shares; 2025Q3: 157,840 shares; 2025Q4: 154,915 shares; 2026Q1: 148,966 shares 148,966 $50.9M 1.61% -5,949 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723,159 shares; 2024Q4: 874,069 shares; 2025Q1: 890,840 shares; 2025Q2: 896,869 shares; 2025Q3: 1,108,501 shares; 2025Q4: 1,316,362 shares; 2026Q1: 1,321,705 shares 1,321,705 $48.1M 1.52% +5,343 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,683 shares; 2024Q4: 175,768 shares; 2025Q1: 408,425 shares; 2025Q2: 410,786 shares; 2025Q3: 746,151 shares; 2025Q4: 780,683 shares; 2026Q1: 811,118 shares 811,118 $46.3M 1.46% +30,435 Timeline VBIL 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: 605,802 shares; 2025Q3: 605,802 shares; 2025Q4: 610,021 shares; 2026Q1: 605,802 shares 605,802 $45.8M 1.45% -4,219 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,530 shares; 2024Q4: 120,585 shares; 2025Q1: 125,725 shares; 2025Q2: 131,313 shares; 2025Q3: 132,292 shares; 2025Q4: 135,323 shares; 2026Q1: 137,928 shares 137,928 $41.7M 1.32% +2,605 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: 346,988 shares; 2024Q4: 348,607 shares; 2025Q1: 463,948 shares; 2025Q2: 471,830 shares; 2025Q3: 538,652 shares; 2025Q4: 744,279 shares; 2026Q1: 753,433 shares 753,433 $41.4M 1.31% +9,154 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,366 shares; 2024Q4: 164,017 shares; 2025Q1: 241,645 shares; 2025Q2: 244,475 shares; 2025Q3: 245,878 shares; 2025Q4: 265,161 shares; 2026Q1: 268,197 shares 268,197 $38.5M 1.22% +3,036 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,308 shares; 2024Q4: 230,136 shares; 2025Q1: 233,676 shares; 2025Q2: 255,111 shares; 2025Q3: 256,012 shares; 2025Q4: 256,745 shares; 2026Q1: 257,398 shares 257,398 $37.9M 1.2% +653 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: 154,560 shares; 2024Q4: 146,821 shares; 2025Q1: 139,041 shares; 2025Q2: 130,926 shares; 2025Q3: 125,406 shares; 2025Q4: 118,321 shares; 2026Q1: 116,651 shares 116,651 $36.1M 1.14% -1,670 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: 344,199 shares; 2024Q4: 353,000 shares; 2025Q1: 332,120 shares; 2025Q2: 292,480 shares; 2025Q3: 277,845 shares; 2025Q4: 262,246 shares; 2026Q1: 251,260 shares 251,260 $34.2M 1.08% -10,986 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS 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: 158,320 shares; 2025Q3: 303,301 shares; 2025Q4: 372,210 shares; 2026Q1: 379,815 shares 379,815 $34.1M 1.08% +7,605 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,467 shares; 2024Q4: 19,587 shares; 2025Q1: 44,986 shares; 2025Q2: 97,177 shares; 2025Q3: 98,452 shares; 2025Q4: 99,652 shares; 2026Q1: 100,048 shares 100,048 $34M 1.07% +396 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: 396,402 shares; 2024Q4: 415,224 shares; 2025Q1: 437,468 shares; 2025Q2: 425,514 shares; 2025Q3: 421,426 shares; 2025Q4: 431,710 shares; 2026Q1: 438,324 shares 438,324 $33.8M 1.07% +6,614 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780,394 shares; 2024Q4: 1,108,069 shares; 2025Q1: 1,584,441 shares; 2025Q2: 1,762,937 shares; 2025Q3: 1,773,272 shares; 2025Q4: 1,769,132 shares; 2026Q1: 1,854,841 shares 1,854,841 $33.4M 1.06% +85,709 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: 60,466 shares; 2024Q4: 60,131 shares; 2025Q1: 63,854 shares; 2025Q2: 67,046 shares; 2025Q3: 66,541 shares; 2025Q4: 70,951 shares; 2026Q1: 76,333 shares 76,333 $33.3M 1.05% +5,382 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,597 shares; 2024Q4: 219,685 shares; 2025Q1: 183,894 shares; 2025Q2: 174,861 shares; 2025Q3: 169,963 shares; 2025Q4: 136,724 shares; 2026Q1: 110,139 shares 110,139 $33.3M 1.05% -26,585 Timeline VOE 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: 169,835 shares; 2024Q4: 165,573 shares; 2025Q1: 165,925 shares; 2025Q2: 169,666 shares; 2025Q3: 169,713 shares; 2025Q4: 175,901 shares; 2026Q1: 179,038 shares 179,038 $33M 1.04% +3,137 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513,030 shares; 2024Q4: 540,612 shares; 2025Q1: 549,317 shares; 2025Q2: 535,770 shares; 2025Q3: 582,048 shares; 2025Q4: 616,050 shares; 2026Q1: 652,691 shares 652,691 $32.6M 1.03% +36,641 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,731 shares; 2024Q4: 411,969 shares; 2025Q1: 417,722 shares; 2025Q2: 419,620 shares; 2025Q3: 420,200 shares; 2025Q4: 420,381 shares; 2026Q1: 440,834 shares 440,834 $32.1M 1.02% +20,453 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,363 shares; 2024Q4: 145,058 shares; 2025Q1: 152,974 shares; 2025Q2: 154,278 shares; 2025Q3: 153,003 shares; 2025Q4: 157,892 shares; 2026Q1: 163,165 shares 163,165 $32M 1.01% +5,273 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: 50,131 shares; 2024Q4: 48,877 shares; 2025Q1: 48,891 shares; 2025Q2: 49,764 shares; 2025Q3: 50,081 shares; 2025Q4: 52,897 shares; 2026Q1: 55,805 shares 55,805 $31.9M 1.01% +2,908 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,885 shares; 2024Q4: 149,438 shares; 2025Q1: 159,302 shares; 2025Q2: 158,955 shares; 2025Q3: 158,367 shares; 2025Q4: 60,117 shares; 2026Q1: 58,332 shares 58,332 $30.4M 0.96% -1,785 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,336 shares; 2024Q4: 398,364 shares; 2025Q1: 353,950 shares; 2025Q2: 354,072 shares; 2025Q3: 354,821 shares; 2025Q4: 355,459 shares; 2026Q1: 355,868 shares 355,868 $30.3M 0.96% +409 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,788 shares; 2024Q4: 554,634 shares; 2025Q1: 561,146 shares; 2025Q2: 639,939 shares; 2025Q3: 642,196 shares; 2025Q4: 695,066 shares; 2026Q1: 733,646 shares 733,646 $30.1M 0.95% +38,580 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554,981 shares; 2024Q4: 588,715 shares; 2025Q1: 1,219,676 shares; 2025Q2: 1,302,254 shares; 2025Q3: 1,309,973 shares; 2025Q4: 1,437,711 shares; 2026Q1: 1,451,854 shares 1,451,854 $30.1M 0.95% +14,143 Timeline NNI NELNET INC More: the full row for NELNET 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: 103,009 shares; 2025Q3: 205,998 shares; 2025Q4: 212,618 shares; 2026Q1: 226,782 shares 226,782 $29.2M 0.93% +14,164 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: 98,327 shares; 2024Q4: 95,197 shares; 2025Q1: 93,128 shares; 2025Q2: 92,604 shares; 2025Q3: 92,584 shares; 2025Q4: 96,108 shares; 2026Q1: 99,368 shares 99,368 $29.2M 0.92% +3,260 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,111 shares; 2024Q4: 248,138 shares; 2025Q1: 382,616 shares; 2025Q2: 397,242 shares; 2025Q3: 398,814 shares; 2025Q4: 398,272 shares; 2026Q1: 418,360 shares 418,360 $29.2M 0.92% +20,088 Timeline VOT 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: 103,172 shares; 2024Q4: 101,290 shares; 2025Q1: 103,003 shares; 2025Q2: 103,948 shares; 2025Q3: 103,764 shares; 2025Q4: 108,818 shares; 2026Q1: 113,184 shares 113,184 $29.1M 0.92% +4,366 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: 141,461 shares; 2024Q4: 138,797 shares; 2025Q1: 138,826 shares; 2025Q2: 138,981 shares; 2025Q3: 137,574 shares; 2025Q4: 137,188 shares; 2026Q1: 138,971 shares 138,971 $28.9M 0.92% +1,783 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: 89,875 shares; 2024Q4: 112,688 shares; 2025Q1: 129,289 shares; 2025Q2: 147,694 shares; 2025Q3: 150,461 shares; 2025Q4: 147,704 shares; 2026Q1: 164,349 shares 164,349 $28.7M 0.91% +16,645 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: 215,667 shares; 2024Q4: 210,041 shares; 2025Q1: 206,140 shares; 2025Q2: 201,892 shares; 2025Q3: 191,806 shares; 2025Q4: 190,445 shares; 2026Q1: 194,456 shares 194,456 $28.6M 0.9% +4,011 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,837 shares; 2024Q4: 174,728 shares; 2025Q1: 184,014 shares; 2025Q2: 185,723 shares; 2025Q3: 186,820 shares; 2025Q4: 239,169 shares; 2026Q1: 239,740 shares 239,740 $27.8M 0.88% +571 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: 95,735 shares; 2024Q4: 92,458 shares; 2025Q1: 90,904 shares; 2025Q2: 91,708 shares; 2025Q3: 90,718 shares; 2025Q4: 89,680 shares; 2026Q1: 90,329 shares 90,329 $27.3M 0.86% +649 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,280 shares; 2024Q4: 164,265 shares; 2025Q1: 166,545 shares; 2025Q2: 185,680 shares; 2025Q3: 186,425 shares; 2025Q4: 187,047 shares; 2026Q1: 213,349 shares 213,349 $27.3M 0.86% +26,302 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: 264,943 shares; 2024Q4: 252,913 shares; 2025Q1: 245,442 shares; 2025Q2: 239,607 shares; 2025Q3: 232,464 shares; 2025Q4: 223,187 shares; 2026Q1: 218,905 shares 218,905 $27.2M 0.86% -4,282 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: 351,497 shares; 2024Q4: 359,208 shares; 2025Q1: 354,834 shares; 2025Q2: 350,805 shares; 2025Q3: 350,740 shares; 2025Q4: 350,100 shares; 2026Q1: 350,105 shares 350,105 $27.2M 0.86% +5 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,785 shares; 2024Q4: 384,850 shares; 2025Q1: 404,333 shares; 2025Q2: 406,503 shares; 2025Q3: 407,828 shares; 2025Q4: 408,986 shares; 2026Q1: 339,228 shares 339,228 $27.1M 0.86% -69,758 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904,254 shares; 2024Q4: 907,220 shares; 2025Q1: 920,429 shares; 2025Q2: 925,200 shares; 2025Q3: 927,835 shares; 2025Q4: 971,379 shares; 2026Q1: 1,024,627 shares 1,024,627 $26.9M 0.85% +53,248 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN 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: not reported; 2026Q1: 445,993 shares 445,993 $26.9M 0.85% new Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,112 shares; 2024Q4: 321,841 shares; 2025Q1: 452,413 shares; 2025Q2: 537,993 shares; 2025Q3: 592,103 shares; 2025Q4: 668,904 shares; 2026Q1: 672,551 shares 672,551 $26.3M 0.83% +3,647 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,137 shares; 2024Q4: 273,794 shares; 2025Q1: 279,019 shares; 2025Q2: 280,068 shares; 2025Q3: 281,015 shares; 2025Q4: 281,536 shares; 2026Q1: 282,261 shares 282,261 $26M 0.82% +725 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP 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: not reported; 2026Q1: 430,540 shares 430,540 $25.4M 0.8% new Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS 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: 242,296 shares 242,296 $25.3M 0.8% new Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,378 shares; 2024Q4: 144,686 shares; 2025Q1: 197,109 shares; 2025Q2: 317,449 shares; 2025Q3: 353,735 shares; 2025Q4: 356,075 shares; 2026Q1: 359,273 shares 359,273 $25.2M 0.8% +3,198 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: 74,088 shares; 2024Q4: 71,754 shares; 2025Q1: 71,383 shares; 2025Q2: 70,662 shares; 2025Q3: 69,002 shares; 2025Q4: 68,114 shares; 2026Q1: 68,848 shares 68,848 $24.6M 0.78% +734 Timeline PLUS EPLUS INC More: the full row for EPLUS 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: 20,494 shares; 2025Q4: 181,922 shares; 2026Q1: 308,655 shares 308,655 $23.2M 0.73% +126,733 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,885 shares; 2024Q4: 278,224 shares; 2025Q1: 165,422 shares; 2025Q2: 163,754 shares; 2025Q3: 163,731 shares; 2025Q4: 286,474 shares; 2026Q1: 290,417 shares 290,417 $22.4M 0.71% +3,943 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,275 shares; 2024Q4: 320,065 shares; 2025Q1: 248,881 shares; 2025Q2: 353,078 shares; 2025Q3: 354,772 shares; 2025Q4: 356,159 shares; 2026Q1: 356,261 shares 356,261 $22M 0.7% +102 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: 127,151 shares; 2024Q4: 125,441 shares; 2025Q1: 124,219 shares; 2025Q2: 120,046 shares; 2025Q3: 118,981 shares; 2025Q4: 115,105 shares; 2026Q1: 113,536 shares 113,536 $21.9M 0.69% -1,569 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: 90,305 shares; 2024Q4: 88,022 shares; 2025Q1: 87,944 shares; 2025Q2: 87,366 shares; 2025Q3: 85,174 shares; 2025Q4: 89,409 shares; 2026Q1: 88,681 shares 88,681 $21.7M 0.69% -728 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: 67,292 shares; 2024Q4: 66,816 shares; 2025Q1: 67,485 shares; 2025Q2: 67,631 shares; 2025Q3: 67,822 shares; 2025Q4: 68,543 shares; 2026Q1: 69,619 shares 69,619 $21.6M 0.68% +1,076 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: 120,524 shares; 2024Q4: 118,974 shares; 2025Q1: 120,536 shares; 2025Q2: 122,073 shares; 2025Q3: 120,603 shares; 2025Q4: 126,300 shares; 2026Q1: 127,255 shares 127,255 $21.6M 0.68% +955 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: 129,164 shares; 2024Q4: 126,136 shares; 2025Q1: 128,248 shares; 2025Q2: 128,408 shares; 2025Q3: 129,133 shares; 2025Q4: 128,647 shares; 2026Q1: 129,436 shares 129,436 $20.7M 0.65% +789 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,816 shares; 2024Q4: 515,008 shares; 2025Q1: 606,142 shares; 2025Q2: 725,569 shares; 2025Q3: 728,611 shares; 2025Q4: 732,462 shares; 2026Q1: 735,930 shares 735,930 $20.4M 0.64% +3,468 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,038 shares; 2024Q4: 406,171 shares; 2025Q1: 724,231 shares; 2025Q2: 889,643 shares; 2025Q3: 985,889 shares; 2025Q4: 1,105,047 shares; 2026Q1: 1,122,938 shares 1,122,938 $20.3M 0.64% +17,891 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,145 shares; 2024Q4: 91,725 shares; 2025Q1: 98,676 shares; 2025Q2: 101,466 shares; 2025Q3: 101,332 shares; 2025Q4: 98,253 shares; 2026Q1: 98,289 shares 98,289 $20M 0.63% +36 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,111 shares; 2024Q4: 435,179 shares; 2025Q1: 368,883 shares; 2025Q2: 366,970 shares; 2025Q3: 368,444 shares; 2025Q4: 370,812 shares; 2026Q1: 375,959 shares 375,959 $19.8M 0.63% +5,147 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,787 shares; 2024Q4: 396,501 shares; 2025Q1: 450,709 shares; 2025Q2: 452,984 shares; 2025Q3: 454,266 shares; 2025Q4: 455,175 shares; 2026Q1: 455,376 shares 455,376 $19.4M 0.61% +201 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: 20,552 shares; 2024Q4: 19,849 shares; 2025Q1: 19,548 shares; 2025Q2: 19,419 shares; 2025Q3: 19,175 shares; 2025Q4: 19,086 shares; 2026Q1: 19,265 shares 19,265 $19.2M 0.61% +179 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: 198,423 shares; 2024Q4: 204,866 shares; 2025Q1: 206,724 shares; 2025Q2: 207,067 shares; 2025Q3: 212,816 shares; 2025Q4: 222,498 shares; 2026Q1: 227,644 shares 227,644 $18.8M 0.6% +5,146 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: 54,276 shares; 2024Q4: 52,710 shares; 2025Q1: 52,505 shares; 2025Q2: 52,478 shares; 2025Q3: 51,433 shares; 2025Q4: 51,233 shares; 2026Q1: 51,053 shares 51,053 $18M 0.57% -180 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,520 shares; 2024Q4: 865,790 shares; 2025Q1: 883,558 shares; 2025Q2: 940,232 shares; 2025Q3: 944,677 shares; 2025Q4: 947,376 shares; 2026Q1: 951,706 shares 951,706 $17.6M 0.56% +4,330 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: 53,027 shares; 2024Q4: 51,975 shares; 2025Q1: 51,641 shares; 2025Q2: 51,421 shares; 2025Q3: 51,263 shares; 2025Q4: 52,105 shares; 2026Q1: 52,590 shares 52,590 $17.3M 0.55% +485 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: not reported; 2024Q4: not reported; 2025Q1: 4,173 shares; 2025Q2: 10,271 shares; 2025Q3: 12,362 shares; 2025Q4: 13,005 shares; 2026Q1: 13,035 shares 13,035 $17.2M 0.54% +30 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: 66,884 shares; 2024Q4: 67,742 shares; 2025Q1: 66,947 shares; 2025Q2: 65,252 shares; 2025Q3: 65,676 shares; 2025Q4: 67,085 shares; 2026Q1: 69,453 shares 69,453 $16.8M 0.53% +2,368 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: 76,855 shares; 2024Q4: 75,830 shares; 2025Q1: 75,920 shares; 2025Q2: 76,571 shares; 2025Q3: 74,713 shares; 2025Q4: 73,379 shares; 2026Q1: 74,063 shares 74,063 $16.1M 0.51% +684 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: 106,350 shares; 2024Q4: 209,541 shares; 2025Q1: 214,853 shares; 2025Q2: 216,151 shares; 2025Q3: 217,293 shares; 2025Q4: 167,985 shares; 2026Q1: 168,704 shares 168,704 $16M 0.51% +719 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: 141,677 shares; 2024Q4: 140,484 shares; 2025Q1: 141,735 shares; 2025Q2: 146,475 shares; 2025Q3: 147,678 shares; 2025Q4: 146,456 shares; 2026Q1: 133,013 shares 133,013 $16M 0.51% -13,443 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,773 shares; 2024Q4: 96,169 shares; 2025Q1: 98,920 shares; 2025Q2: 100,071 shares; 2025Q3: 98,781 shares; 2025Q4: 99,436 shares; 2026Q1: 98,555 shares 98,555 $15.9M 0.5% -881 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,081 shares; 2025Q2: 39,507 shares; 2025Q3: 44,174 shares; 2025Q4: 46,065 shares; 2026Q1: 47,139 shares 47,139 $15.9M 0.5% +1,074 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: 52,536 shares; 2024Q4: 48,689 shares; 2025Q1: 47,599 shares; 2025Q2: 47,119 shares; 2025Q3: 49,403 shares; 2025Q4: 69,371 shares; 2026Q1: 78,865 shares 78,865 $15.6M 0.49% +9,494 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: 30,807 shares; 2024Q4: 29,695 shares; 2025Q1: 29,680 shares; 2025Q2: 29,845 shares; 2025Q3: 29,684 shares; 2025Q4: 30,079 shares; 2026Q1: 31,203 shares 31,203 $15.6M 0.49% +1,124 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: 62,601 shares; 2024Q4: 62,000 shares; 2025Q1: 62,937 shares; 2025Q2: 61,053 shares; 2025Q3: 57,013 shares; 2025Q4: 54,276 shares; 2026Q1: 54,190 shares 54,190 $15.4M 0.49% -86 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: 65,547 shares; 2024Q4: 65,455 shares; 2025Q1: 66,029 shares; 2025Q2: 64,989 shares; 2025Q3: 65,689 shares; 2025Q4: 66,527 shares; 2026Q1: 67,935 shares 67,935 $15.4M 0.49% +1,408 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: 23,735 shares; 2024Q4: 23,289 shares; 2025Q1: 24,046 shares; 2025Q2: 32,649 shares; 2025Q3: 32,781 shares; 2025Q4: 34,031 shares; 2026Q1: 35,703 shares 35,703 $14.9M 0.47% +1,672 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,513 shares; 2024Q4: 407,022 shares; 2025Q1: 379,949 shares; 2025Q2: 431,745 shares; 2025Q3: 433,740 shares; 2025Q4: 369,615 shares; 2026Q1: 369,226 shares 369,226 $14.8M 0.47% -389 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,944 shares; 2024Q4: 101,420 shares; 2025Q1: 119,392 shares; 2025Q2: 119,737 shares; 2025Q3: 120,180 shares; 2025Q4: 120,697 shares; 2026Q1: 120,973 shares 120,973 $14.8M 0.47% +276 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: 58,558 shares; 2024Q4: 58,838 shares; 2025Q1: 59,920 shares; 2025Q2: 59,286 shares; 2025Q3: 59,012 shares; 2025Q4: 58,888 shares; 2026Q1: 60,460 shares 60,460 $14.7M 0.46% +1,572 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: 131,753 shares; 2024Q4: 132,415 shares; 2025Q1: 136,474 shares; 2025Q2: 143,479 shares; 2025Q3: 140,897 shares; 2025Q4: 144,309 shares; 2026Q1: 151,348 shares 151,348 $14.6M 0.46% +7,039 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: 36,643 shares; 2024Q4: 34,430 shares; 2025Q1: 33,872 shares; 2025Q2: 33,734 shares; 2025Q3: 33,556 shares; 2025Q4: 32,926 shares; 2026Q1: 32,707 shares 32,707 $14.5M 0.46% -219 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: 96,003 shares; 2024Q4: 95,806 shares; 2025Q1: 95,782 shares; 2025Q2: 96,824 shares; 2025Q3: 97,694 shares; 2025Q4: 98,302 shares; 2026Q1: 100,271 shares 100,271 $14.5M 0.46% +1,969 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: 3,610 shares; 2024Q4: 3,425 shares; 2025Q1: 3,404 shares; 2025Q2: 3,350 shares; 2025Q3: 3,278 shares; 2025Q4: 3,269 shares; 2026Q1: 3,375 shares 3,375 $14.2M 0.45% +106 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,869 shares; 2024Q4: 149,724 shares; 2025Q1: 150,975 shares; 2025Q2: 150,212 shares; 2025Q3: 146,462 shares; 2025Q4: 145,136 shares; 2026Q1: 146,424 shares 146,424 $14.1M 0.45% +1,288 Timeline VTWV 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: 87,109 shares; 2024Q4: 84,801 shares; 2025Q1: 84,759 shares; 2025Q2: 88,750 shares; 2025Q3: 86,282 shares; 2025Q4: 85,691 shares; 2026Q1: 83,703 shares 83,703 $14M 0.44% -1,988 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,436 shares; 2024Q4: 83,448 shares; 2025Q1: 85,029 shares; 2025Q2: 89,449 shares; 2025Q3: 89,097 shares; 2025Q4: 92,557 shares; 2026Q1: 96,469 shares 96,469 $14M 0.44% +3,912 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: 53,203 shares; 2024Q4: 52,437 shares; 2025Q1: 52,106 shares; 2025Q2: 51,209 shares; 2025Q3: 50,738 shares; 2025Q4: 49,055 shares; 2026Q1: 48,487 shares 48,487 $13.9M 0.44% -568 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: 95,442 shares; 2024Q4: 95,318 shares; 2025Q1: 95,588 shares; 2025Q2: 98,305 shares; 2025Q3: 98,626 shares; 2025Q4: 100,242 shares; 2026Q1: 104,109 shares 104,109 $13.7M 0.43% +3,867 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: 11,616 shares; 2024Q4: 12,013 shares; 2025Q1: 12,508 shares; 2025Q2: 13,103 shares; 2025Q3: 13,198 shares; 2025Q4: 13,367 shares; 2026Q1: 14,121 shares 14,121 $13M 0.41% +754 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: 67,352 shares; 2024Q4: 66,219 shares; 2025Q1: 65,862 shares; 2025Q2: 67,153 shares; 2025Q3: 66,511 shares; 2025Q4: 67,229 shares; 2026Q1: 68,330 shares 68,330 $13M 0.41% +1,101 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: 132,343 shares; 2024Q4: 132,930 shares; 2025Q1: 134,728 shares; 2025Q2: 133,608 shares; 2025Q3: 130,339 shares; 2025Q4: 131,380 shares; 2026Q1: 134,925 shares 134,925 $12.5M 0.4% +3,545 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: 51,018 shares; 2024Q4: 52,192 shares; 2025Q1: 51,803 shares; 2025Q2: 52,604 shares; 2025Q3: 55,741 shares; 2025Q4: 58,014 shares; 2026Q1: 60,699 shares 60,699 $12M 0.38% +2,685 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: 79,498 shares; 2024Q4: 82,851 shares; 2025Q1: 85,749 shares; 2025Q2: 87,712 shares; 2025Q3: 91,514 shares; 2025Q4: 94,886 shares; 2026Q1: 92,683 shares 92,683 $11.9M 0.38% -2,203 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,872 shares; 2024Q4: 29,409 shares; 2025Q1: 30,057 shares; 2025Q2: 31,309 shares; 2025Q3: 31,906 shares; 2025Q4: 31,199 shares; 2026Q1: 32,067 shares 32,067 $11.9M 0.38% +868 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: 114,969 shares; 2024Q4: 113,074 shares; 2025Q1: 113,270 shares; 2025Q2: 113,027 shares; 2025Q3: 110,810 shares; 2025Q4: 111,462 shares; 2026Q1: 115,194 shares 115,194 $11.8M 0.37% +3,732 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,558 shares; 2025Q4: 77,344 shares; 2026Q1: 103,923 shares 103,923 $11.5M 0.36% +26,579 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,264 shares; 2025Q1: 10,478 shares; 2025Q2: 11,111 shares; 2025Q3: 11,057 shares; 2025Q4: 11,361 shares; 2026Q1: 11,857 shares 11,857 $11.4M 0.36% +496 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: 61,582 shares; 2024Q4: 61,790 shares; 2025Q1: 64,782 shares; 2025Q2: 67,461 shares; 2025Q3: 68,091 shares; 2025Q4: 69,567 shares; 2026Q1: 72,124 shares 72,124 $11.2M 0.35% +2,557 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,834 shares; 2024Q4: 15,375 shares; 2025Q1: 15,647 shares; 2025Q2: 18,947 shares; 2025Q3: 32,687 shares; 2025Q4: 45,818 shares; 2026Q1: 53,119 shares 53,119 $11.2M 0.35% +7,301 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,168 shares; 2024Q4: 74,364 shares; 2025Q1: 77,812 shares; 2025Q2: 85,325 shares; 2025Q3: 90,923 shares; 2025Q4: 95,876 shares; 2026Q1: 97,013 shares 97,013 $10.3M 0.33% +1,137 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: 73,917 shares; 2024Q4: 73,401 shares; 2025Q1: 74,283 shares; 2025Q2: 75,557 shares; 2025Q3: 75,865 shares; 2025Q4: 75,132 shares; 2026Q1: 76,380 shares 76,380 $10.1M 0.32% +1,248 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: 62,361 shares; 2024Q4: 59,390 shares; 2025Q1: 63,382 shares; 2025Q2: 71,288 shares; 2025Q3: 71,425 shares; 2025Q4: 75,350 shares; 2026Q1: 84,108 shares 84,108 $9.67M 0.31% +8,758 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: 34,963 shares; 2024Q4: 38,807 shares; 2025Q1: 39,432 shares; 2025Q2: 42,115 shares; 2025Q3: 45,363 shares; 2025Q4: 48,220 shares; 2026Q1: 51,655 shares 51,655 $9.64M 0.31% +3,435 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,514 shares; 2024Q4: 99,026 shares; 2025Q1: 100,148 shares; 2025Q2: 102,801 shares; 2025Q3: 104,230 shares; 2025Q4: 102,571 shares; 2026Q1: 102,605 shares 102,605 $9.57M 0.3% +34 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: 281,739 shares; 2024Q4: 281,966 shares; 2025Q1: 299,607 shares; 2025Q2: 315,085 shares; 2025Q3: 311,357 shares; 2025Q4: 302,324 shares; 2026Q1: 332,606 shares 332,606 $9.55M 0.3% +30,282 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: 6,430 shares; 2024Q4: 6,400 shares; 2025Q1: 7,213 shares; 2025Q2: 11,740 shares; 2025Q3: 13,591 shares; 2025Q4: 15,512 shares; 2026Q1: 16,879 shares 16,879 $9.51M 0.3% +1,367 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: 69,970 shares; 2024Q4: 80,489 shares; 2025Q1: 90,100 shares; 2025Q2: 99,596 shares; 2025Q3: 96,910 shares; 2025Q4: 96,893 shares; 2026Q1: 100,071 shares 100,071 $9.29M 0.29% +3,178 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: 32,294 shares; 2024Q4: 31,032 shares; 2025Q1: 30,902 shares; 2025Q2: 31,423 shares; 2025Q3: 30,399 shares; 2025Q4: 31,128 shares; 2026Q1: 33,145 shares 33,145 $8.97M 0.28% +2,017 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO 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: 155,538 shares 155,538 $8.16M 0.26% new 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: 21,545 shares; 2024Q4: 22,927 shares; 2025Q1: 24,792 shares; 2025Q2: 26,254 shares; 2025Q3: 28,255 shares; 2025Q4: 29,886 shares; 2026Q1: 32,387 shares 32,387 $7.87M 0.25% +2,501 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: 94,825 shares; 2024Q4: 96,384 shares; 2025Q1: 85,000 shares; 2025Q2: 54,254 shares; 2025Q3: 47,143 shares; 2025Q4: 41,698 shares; 2026Q1: 39,848 shares 39,848 $7.74M 0.24% -1,850 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,204 shares; 2024Q4: 89,523 shares; 2025Q1: 90,601 shares; 2025Q2: 90,759 shares; 2025Q3: 90,982 shares; 2025Q4: 91,233 shares; 2026Q1: 91,168 shares 91,168 $7.72M 0.24% -65 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: 272,306 shares; 2024Q4: 255,074 shares; 2025Q1: 265,442 shares; 2025Q2: 286,578 shares; 2025Q3: 283,588 shares; 2025Q4: 286,375 shares; 2026Q1: 273,539 shares 273,539 $7.68M 0.24% -12,836 Timeline SUB 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: 55,669 shares; 2024Q4: 60,238 shares; 2025Q1: 49,771 shares; 2025Q2: 61,197 shares; 2025Q3: 63,860 shares; 2025Q4: 67,327 shares; 2026Q1: 71,736 shares 71,736 $7.64M 0.24% +4,409 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: 10,973 shares; 2024Q4: 11,372 shares; 2025Q1: 11,553 shares; 2025Q2: 11,648 shares; 2025Q3: 11,601 shares; 2025Q4: 11,298 shares; 2026Q1: 11,344 shares 11,344 $7.38M 0.23% +46 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: 30,382 shares; 2024Q4: 32,003 shares; 2025Q1: 32,327 shares; 2025Q2: 31,877 shares; 2025Q3: 32,702 shares; 2025Q4: 31,428 shares; 2026Q1: 31,050 shares 31,050 $7.34M 0.23% -378 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: 3,993 shares; 2024Q4: 10,031 shares; 2025Q1: 14,601 shares; 2025Q2: 19,219 shares; 2025Q3: 19,781 shares; 2025Q4: 20,833 shares; 2026Q1: 22,178 shares 22,178 $7.29M 0.23% +1,345 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: 37,179 shares; 2024Q4: 36,425 shares; 2025Q1: 36,488 shares; 2025Q2: 36,483 shares; 2025Q3: 36,315 shares; 2025Q4: 35,269 shares; 2026Q1: 34,891 shares 34,891 $7.22M 0.23% -378 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: 5,614 shares; 2024Q4: 5,834 shares; 2025Q1: 6,099 shares; 2025Q2: 6,701 shares; 2025Q3: 6,965 shares; 2025Q4: 7,077 shares; 2026Q1: 7,345 shares 7,345 $7.2M 0.23% +268 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: 12,817 shares; 2024Q4: 12,960 shares; 2025Q1: 13,498 shares; 2025Q2: 13,937 shares; 2025Q3: 13,759 shares; 2025Q4: 14,062 shares; 2026Q1: 14,648 shares 14,648 $7.2M 0.23% +586 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: 35,800 shares; 2024Q4: 34,909 shares; 2025Q1: 35,239 shares; 2025Q2: 38,133 shares; 2025Q3: 35,739 shares; 2025Q4: 91,558 shares; 2026Q1: 89,523 shares 89,523 $6.81M 0.22% -2,035 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: 13,211 shares; 2024Q4: 12,720 shares; 2025Q1: 12,381 shares; 2025Q2: 12,291 shares; 2025Q3: 13,795 shares; 2025Q4: 13,758 shares; 2026Q1: 13,735 shares 13,735 $6.58M 0.21% -23 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: 74,986 shares; 2024Q4: 74,970 shares; 2025Q1: 78,617 shares; 2025Q2: 84,403 shares; 2025Q3: 86,604 shares; 2025Q4: 75,048 shares; 2026Q1: 71,587 shares 71,587 $6.41M 0.2% -3,461 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,221 shares; 2025Q1: 1,274 shares; 2025Q2: 1,687 shares; 2025Q3: 3,976 shares; 2025Q4: 53,447 shares; 2026Q1: 65,905 shares 65,905 $6.34M 0.2% +12,458 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: 63,543 shares; 2024Q4: 57,243 shares; 2025Q1: 64,266 shares; 2025Q2: 76,787 shares; 2025Q3: 78,725 shares; 2025Q4: 90,707 shares; 2026Q1: 111,494 shares 111,494 $5.89M 0.19% +20,787 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: 720 shares; 2024Q4: 1,440 shares; 2025Q1: 8,233 shares; 2025Q2: 20,129 shares; 2025Q3: 25,688 shares; 2025Q4: 29,425 shares; 2026Q1: 32,396 shares 32,396 $5.19M 0.16% +2,971 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,759 shares; 2024Q4: 32,742 shares; 2025Q1: 22,355 shares; 2025Q2: 21,270 shares; 2025Q3: 21,007 shares; 2025Q4: 19,897 shares; 2026Q1: 19,889 shares 19,889 $5.18M 0.16% -8 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,337 shares; 2025Q1: 71,174 shares; 2025Q2: 101,023 shares; 2025Q3: 101,813 shares; 2025Q4: 103,001 shares; 2026Q1: 136,539 shares 136,539 $5.15M 0.16% +33,538 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: 32,963 shares; 2024Q4: 32,023 shares; 2025Q1: 31,748 shares; 2025Q2: 32,135 shares; 2025Q3: 31,747 shares; 2025Q4: 23,104 shares; 2026Q1: 17,715 shares 17,715 $5.15M 0.16% -5,389 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,651 shares; 2024Q4: 35,100 shares; 2025Q1: 47,257 shares; 2025Q2: 88,940 shares; 2025Q3: 89,188 shares; 2025Q4: 85,470 shares; 2026Q1: 80,935 shares 80,935 $5.05M 0.16% -4,535 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: 9,065 shares; 2024Q4: 6,759 shares; 2025Q1: 6,272 shares; 2025Q2: 6,304 shares; 2025Q3: 6,032 shares; 2025Q4: 5,946 shares; 2026Q1: 5,764 shares 5,764 $5.03M 0.16% -182 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: 544 shares; 2024Q4: 513 shares; 2025Q1: 497 shares; 2025Q2: 504 shares; 2025Q3: 476 shares; 2025Q4: 6,093 shares; 2026Q1: 10,137 shares 10,137 $5.03M 0.16% +4,044 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,233 shares; 2024Q4: 36,871 shares; 2025Q1: 37,638 shares; 2025Q2: 39,320 shares; 2025Q3: 38,281 shares; 2025Q4: 37,008 shares; 2026Q1: 36,760 shares 36,760 $4.81M 0.15% -248 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,571 shares; 2025Q1: 149,361 shares; 2025Q2: 149,339 shares; 2025Q3: 150,145 shares; 2025Q4: 150,726 shares; 2026Q1: 38,711 shares 38,711 $4.57M 0.14% -112,015 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.14% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,986 shares; 2024Q4: 63,273 shares; 2025Q1: 66,419 shares; 2025Q2: 72,702 shares; 2025Q3: 73,591 shares; 2025Q4: 75,553 shares; 2026Q1: 82,016 shares 82,016 $4.26M 0.13% +6,463 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 7,330 shares; 2025Q1: 7,287 shares; 2025Q2: 8,760 shares; 2025Q3: 11,955 shares; 2025Q4: 13,411 shares; 2026Q1: 14,932 shares 14,932 $4.17M 0.13% +1,521 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,735 shares; 2024Q4: 91,250 shares; 2025Q1: 95,530 shares; 2025Q2: 104,557 shares; 2025Q3: 96,614 shares; 2025Q4: 59,321 shares; 2026Q1: 42,392 shares 42,392 $4.14M 0.13% -16,929 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: 5,833 shares; 2024Q4: 6,122 shares; 2025Q1: 5,987 shares; 2025Q2: 5,753 shares; 2025Q3: 6,000 shares; 2025Q4: 5,776 shares; 2026Q1: 5,652 shares 5,652 $4M 0.13% -124 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,728 shares; 2024Q4: 15,926 shares; 2025Q1: 17,417 shares; 2025Q2: 18,142 shares; 2025Q3: 18,259 shares; 2025Q4: 18,717 shares; 2026Q1: 19,210 shares 19,210 $3.99M 0.13% +493 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: 72,563 shares; 2024Q4: 69,179 shares; 2025Q1: 69,582 shares; 2025Q2: 73,948 shares; 2025Q3: 76,185 shares; 2025Q4: 58,251 shares; 2026Q1: 71,552 shares 71,552 $3.99M 0.13% +13,301 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,796 shares; 2026Q1: 12,444 shares 12,444 $3.99M 0.13% +5,648 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,348 shares; 2024Q4: 57,204 shares; 2025Q1: 67,882 shares; 2025Q2: 84,410 shares; 2025Q3: 84,117 shares; 2025Q4: 81,038 shares; 2026Q1: 85,855 shares 85,855 $3.88M 0.12% +4,817 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,983 shares; 2024Q4: 83,387 shares; 2025Q1: 80,686 shares; 2025Q2: 80,052 shares; 2025Q3: 78,607 shares; 2025Q4: 85,123 shares; 2026Q1: 84,186 shares 84,186 $3.87M 0.12% -937 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,090 shares; 2024Q4: 293,595 shares; 2025Q1: 298,571 shares; 2025Q2: 298,632 shares; 2025Q3: 297,603 shares; 2025Q4: 382,475 shares; 2026Q1: 387,928 shares 387,928 $3.86M 0.12% +5,453 Timeline SHM 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: 53,031 shares; 2024Q4: 50,336 shares; 2025Q1: 31,636 shares; 2025Q2: 44,331 shares; 2025Q3: 34,931 shares; 2025Q4: 40,131 shares; 2026Q1: 80,104 shares 80,104 $3.83M 0.12% +39,973 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,441 shares; 2024Q4: 220,926 shares; 2025Q1: 137,270 shares; 2025Q2: 193,357 shares; 2025Q3: 193,881 shares; 2025Q4: 137,188 shares; 2026Q1: 137,229 shares 137,229 $3.75M 0.12% +41 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 16,900 shares; 2025Q1: 16,550 shares; 2025Q2: 16,319 shares; 2025Q3: 15,770 shares; 2025Q4: 15,047 shares; 2026Q1: 15,037 shares 15,037 $3.72M 0.12% -10 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: 13,697 shares; 2024Q4: 13,271 shares; 2025Q1: 13,257 shares; 2025Q2: 13,127 shares; 2025Q3: 12,825 shares; 2025Q4: 12,477 shares; 2026Q1: 12,331 shares 12,331 $3.69M 0.12% -146 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,533 shares; 2024Q4: 73,079 shares; 2025Q1: 73,669 shares; 2025Q2: 74,497 shares; 2025Q3: 75,450 shares; 2025Q4: 78,135 shares; 2026Q1: 76,263 shares 76,263 $3.58M 0.11% -1,872 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: 30,068 shares; 2024Q4: 29,497 shares; 2025Q1: 30,033 shares; 2025Q2: 30,039 shares; 2025Q3: 30,521 shares; 2025Q4: 31,459 shares; 2026Q1: 31,866 shares 31,866 $3.52M 0.11% +407 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: not reported; 2024Q4: not reported; 2025Q1: 1,532 shares; 2025Q2: 3,758 shares; 2025Q3: 4,800 shares; 2025Q4: 28,686 shares; 2026Q1: 33,356 shares 33,356 $3.49M 0.11% +4,670 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: 35,899 shares; 2024Q4: 34,074 shares; 2025Q1: 33,203 shares; 2025Q2: 32,565 shares; 2025Q3: 31,231 shares; 2025Q4: 29,511 shares; 2026Q1: 29,056 shares 29,056 $3.45M 0.11% -455 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: 9,876 shares; 2024Q4: 9,669 shares; 2025Q1: 11,691 shares; 2025Q2: 11,457 shares; 2025Q3: 11,278 shares; 2025Q4: 11,236 shares; 2026Q1: 10,704 shares 10,704 $3.43M 0.11% -532 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: 13,628 shares; 2024Q4: 13,402 shares; 2025Q1: 13,240 shares; 2025Q2: 13,033 shares; 2025Q3: 12,924 shares; 2025Q4: 12,900 shares; 2026Q1: 12,839 shares 12,839 $3.36M 0.11% -61 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,437 shares; 2025Q1: 9,407 shares; 2025Q2: 9,400 shares; 2025Q3: 9,383 shares; 2025Q4: 9,308 shares; 2026Q1: 9,327 shares 9,327 $3.2M 0.1% +19 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,835 shares; 2024Q4: 112,015 shares; 2025Q1: 113,339 shares; 2025Q2: 113,450 shares; 2025Q3: 113,349 shares; 2025Q4: 113,765 shares; 2026Q1: 113,883 shares 113,883 $3.18M 0.1% +118 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: 46,738 shares; 2024Q4: 49,575 shares; 2025Q1: 50,501 shares; 2025Q2: 50,938 shares; 2025Q3: 52,187 shares; 2025Q4: 53,570 shares; 2026Q1: 51,899 shares 51,899 $3.09M 0.1% -1,671 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,227 shares; 2026Q1: 93,774 shares 93,774 $3M 0.09% +30,547 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: 44,879 shares; 2024Q4: 47,488 shares; 2025Q1: 53,998 shares; 2025Q2: 58,602 shares; 2025Q3: 58,510 shares; 2025Q4: 59,289 shares; 2026Q1: 60,895 shares 60,895 $2.97M 0.09% +1,606 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 2,801 shares; 2025Q1: 2,801 shares; 2025Q2: 2,311 shares; 2025Q3: 2,215 shares; 2025Q4: 2,150 shares; 2026Q1: 10,587 shares 10,587 $2.87M 0.09% +8,437 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: 20,388 shares; 2024Q4: 19,815 shares; 2025Q1: 19,863 shares; 2025Q2: 19,819 shares; 2025Q3: 19,815 shares; 2025Q4: 19,885 shares; 2026Q1: 19,931 shares 19,931 $2.64M 0.08% +46 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,479 shares; 2024Q4: 11,278 shares; 2025Q1: 10,149 shares; 2025Q2: 9,528 shares; 2025Q3: 9,569 shares; 2025Q4: 19,412 shares; 2026Q1: 19,687 shares 19,687 $2.62M 0.08% +275 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,714 shares; 2025Q1: 2,704 shares; 2025Q2: 2,611 shares; 2025Q3: 2,584 shares; 2025Q4: 2,447 shares; 2026Q1: 2,350 shares 2,350 $2.56M 0.08% -97 Timeline HYMB 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: 80,020 shares; 2024Q4: 88,058 shares; 2025Q1: 95,725 shares; 2025Q2: 101,534 shares; 2025Q3: 102,120 shares; 2025Q4: 103,822 shares; 2026Q1: 103,342 shares 103,342 $2.56M 0.08% -480 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: 25,969 shares; 2024Q4: 25,277 shares; 2025Q1: 26,305 shares; 2025Q2: 28,086 shares; 2025Q3: 28,353 shares; 2025Q4: 28,950 shares; 2026Q1: 14,512 shares 14,512 $2.5M 0.08% -14,438 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,410 shares; 2025Q1: 3,429 shares; 2025Q2: 3,352 shares; 2025Q3: 3,218 shares; 2025Q4: 3,187 shares; 2026Q1: 3,744 shares 3,744 $2.45M 0.08% +557 Timeline VTWG 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: 9,149 shares; 2024Q4: 8,947 shares; 2025Q1: 9,117 shares; 2025Q2: 9,426 shares; 2025Q3: 9,283 shares; 2025Q4: 9,190 shares; 2026Q1: 10,213 shares 10,213 $2.34M 0.07% +1,023 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: 7,356 shares; 2024Q4: 7,196 shares; 2025Q1: 7,497 shares; 2025Q2: 7,448 shares; 2025Q3: 7,410 shares; 2025Q4: 7,404 shares; 2026Q1: 8,101 shares 8,101 $2.33M 0.07% +697 Timeline ATI ATI INC More: the full row for ATI 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: 15,374 shares; 2025Q4: 15,985 shares; 2026Q1: 15,985 shares 15,985 $2.33M 0.07% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,864 shares; 2024Q4: 28,235 shares; 2025Q1: 27,421 shares; 2025Q2: 28,772 shares; 2025Q3: 29,339 shares; 2025Q4: 30,403 shares; 2026Q1: 29,202 shares 29,202 $2.29M 0.07% -1,201 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,734 shares; 2025Q1: 3,171 shares; 2025Q2: 3,397 shares; 2025Q3: 3,394 shares; 2025Q4: 3,284 shares; 2026Q1: 3,256 shares 3,256 $2.27M 0.07% -28 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: 2,667 shares; 2024Q4: 2,592 shares; 2025Q1: 3,547 shares; 2025Q2: 3,532 shares; 2025Q3: 3,532 shares; 2025Q4: 3,573 shares; 2026Q1: 3,793 shares 3,793 $2.27M 0.07% +220 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: 33,178 shares; 2024Q4: 32,673 shares; 2025Q1: 28,149 shares; 2025Q2: 27,983 shares; 2025Q3: 27,954 shares; 2025Q4: 27,216 shares; 2026Q1: 34,807 shares 34,807 $2.23M 0.07% +7,591 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,783 shares; 2024Q4: 20,304 shares; 2025Q1: 19,434 shares; 2025Q2: 19,187 shares; 2025Q3: 19,294 shares; 2025Q4: 19,730 shares; 2026Q1: 19,919 shares 19,919 $2.21M 0.07% +189 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: 11,859 shares; 2024Q4: 11,694 shares; 2025Q1: 11,694 shares; 2025Q2: 11,694 shares; 2025Q3: 11,694 shares; 2025Q4: 11,694 shares; 2026Q1: 11,679 shares 11,679 $2.12M 0.07% -15 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: 49,841 shares; 2024Q4: 39,112 shares; 2025Q1: 29,838 shares; 2025Q2: 20,597 shares; 2025Q3: 16,920 shares; 2025Q4: 14,195 shares; 2026Q1: 13,378 shares 13,378 $2.1M 0.07% -817 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 2,353 shares; 2025Q1: 2,408 shares; 2025Q2: 3,414 shares; 2025Q3: 3,273 shares; 2025Q4: 4,793 shares; 2026Q1: 17,573 shares 17,573 $2.08M 0.07% +12,780 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,652 shares; 2024Q4: 12,646 shares; 2025Q1: 12,271 shares; 2025Q2: 12,183 shares; 2025Q3: 11,412 shares; 2025Q4: 10,921 shares; 2026Q1: 10,318 shares 10,318 $2.02M 0.06% -603 Timeline USHY 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: 6,866 shares; 2024Q4: 7,143 shares; 2025Q1: 7,457 shares; 2025Q2: 7,124 shares; 2025Q3: 11,700 shares; 2025Q4: 51,334 shares; 2026Q1: 54,730 shares 54,730 $2.02M 0.06% +3,396 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,402 shares; 2024Q4: 59,402 shares; 2025Q1: 59,402 shares; 2025Q2: 59,402 shares; 2025Q3: 59,402 shares; 2025Q4: 59,402 shares; 2026Q1: 59,402 shares 59,402 $1.96M 0.06% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,942 shares; 2024Q4: 60,285 shares; 2025Q1: 57,118 shares; 2025Q2: 54,399 shares; 2025Q3: 48,481 shares; 2025Q4: 42,638 shares; 2026Q1: 39,806 shares 39,806 $1.95M 0.06% -2,832 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,280 shares; 2025Q1: 7,280 shares; 2025Q2: 7,281 shares; 2025Q3: 7,281 shares; 2025Q4: 5,300 shares; 2026Q1: 3,543 shares 3,543 $1.95M 0.06% -1,757 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: 26,354 shares; 2024Q4: 26,104 shares; 2025Q1: 26,104 shares; 2025Q2: 26,040 shares; 2025Q3: 25,849 shares; 2025Q4: 24,752 shares; 2026Q1: 23,997 shares 23,997 $1.92M 0.06% -755 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,719 shares; 2024Q4: 34,570 shares; 2025Q1: 30,451 shares; 2025Q2: 26,316 shares; 2025Q3: 24,254 shares; 2025Q4: 22,468 shares; 2026Q1: 21,122 shares 21,122 $1.9M 0.06% -1,346 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,288 shares; 2024Q4: 11,289 shares; 2025Q1: 11,279 shares; 2025Q2: 11,109 shares; 2025Q3: 10,518 shares; 2025Q4: 10,402 shares; 2026Q1: 10,328 shares 10,328 $1.88M 0.06% -74 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,137 shares; 2024Q4: 247,299 shares; 2025Q1: 235,697 shares; 2025Q2: 226,380 shares; 2025Q3: 226,380 shares; 2025Q4: 224,780 shares; 2026Q1: 223,073 shares 223,073 $1.82M 0.06% -1,707 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: 3,870 shares; 2024Q4: 3,700 shares; 2025Q1: 4,211 shares; 2025Q2: 4,627 shares; 2025Q3: 3,814 shares; 2025Q4: 9,163 shares; 2026Q1: 8,444 shares 8,444 $1.82M 0.06% -719 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: 36,079 shares; 2024Q4: 35,776 shares; 2025Q1: 36,341 shares; 2025Q2: 33,944 shares; 2025Q3: 32,556 shares; 2025Q4: 30,157 shares; 2026Q1: 28,885 shares 28,885 $1.75M 0.06% -1,272 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: 2,028 shares; 2024Q4: 2,028 shares; 2025Q1: 2,028 shares; 2025Q2: 2,031 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares; 2026Q1: 2,045 shares 2,045 $1.73M 0.05% +7 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,907 shares; 2024Q4: 31,301 shares; 2025Q1: 30,732 shares; 2025Q2: 31,777 shares; 2025Q3: 33,111 shares; 2025Q4: 35,098 shares; 2026Q1: 35,044 shares 35,044 $1.68M 0.05% -54 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,560 shares; 2024Q4: 28,560 shares; 2025Q1: 31,770 shares; 2025Q2: 31,655 shares; 2025Q3: 33,332 shares; 2025Q4: 33,332 shares; 2026Q1: 33,332 shares 33,332 $1.58M 0.05% 0 Timeline VONE 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: 1,023 shares; 2025Q2: 5,238 shares; 2025Q3: 5,238 shares; 2025Q4: 5,238 shares; 2026Q1: 5,238 shares 5,238 $1.55M 0.05% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,836 shares; 2025Q3: 29,836 shares; 2025Q4: 29,836 shares; 2026Q1: 29,836 shares 29,836 $1.45M 0.05% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: 6,661 shares; 2025Q1: 6,492 shares; 2025Q2: 5,406 shares; 2025Q3: 5,300 shares; 2025Q4: 5,314 shares; 2026Q1: 5,179 shares 5,179 $1.41M 0.04% -135 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 7,175 shares; 2025Q1: 7,124 shares; 2025Q2: 7,114 shares; 2025Q3: 6,929 shares; 2025Q4: 6,889 shares; 2026Q1: 6,889 shares 6,889 $1.4M 0.04% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,518 shares; 2025Q1: 4,518 shares; 2025Q2: 4,531 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,503 shares 4,503 $1.32M 0.04% +3 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: 11,857 shares; 2024Q4: 11,350 shares; 2025Q1: 11,428 shares; 2025Q2: 11,108 shares; 2025Q3: 11,058 shares; 2025Q4: 11,058 shares; 2026Q1: 11,058 shares 11,058 $1.31M 0.04% 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: 21,003 shares; 2024Q4: 21,996 shares; 2025Q1: 23,843 shares; 2025Q2: 22,932 shares; 2025Q3: 22,549 shares; 2025Q4: 23,044 shares; 2026Q1: 23,939 shares 23,939 $1.29M 0.04% +895 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: 223,544 shares; 2024Q4: 65,596 shares; 2025Q1: 44,837 shares; 2025Q2: 33,537 shares; 2025Q3: 28,816 shares; 2025Q4: 29,170 shares; 2026Q1: 28,970 shares 28,970 $1.28M 0.04% -200 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: 17,029 shares; 2024Q4: 16,571 shares; 2025Q1: 16,233 shares; 2025Q2: 16,001 shares; 2025Q3: 16,727 shares; 2025Q4: 15,300 shares; 2026Q1: 14,554 shares 14,554 $1.24M 0.04% -746 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 718 shares; 2025Q2: 7,180 shares; 2025Q3: 7,030 shares; 2025Q4: 6,763 shares; 2026Q1: 6,363 shares 6,363 $1.22M 0.04% -400 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 3,887 shares; 2025Q1: 3,856 shares; 2025Q2: 3,886 shares; 2025Q3: 3,856 shares; 2025Q4: 3,833 shares; 2026Q1: 3,842 shares 3,842 $1.21M 0.04% +9 Timeline IJT 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: 8,404 shares; 2024Q4: 8,344 shares; 2025Q1: 8,308 shares; 2025Q2: 8,308 shares; 2025Q3: 8,308 shares; 2025Q4: 8,311 shares; 2026Q1: 8,311 shares 8,311 $1.2M 0.04% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,137 shares; 2024Q4: 11,864 shares; 2025Q1: 11,786 shares; 2025Q2: 11,891 shares; 2025Q3: 11,843 shares; 2025Q4: 11,821 shares; 2026Q1: 11,854 shares 11,854 $1.19M 0.04% +33 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 2,944 shares; 2025Q1: 3,157 shares; 2025Q2: 3,349 shares; 2025Q3: 3,634 shares; 2025Q4: 3,649 shares; 2026Q1: 3,790 shares 3,790 $1.15M 0.04% +141 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,994 shares; 2024Q4: 8,977 shares; 2025Q1: 9,534 shares; 2025Q2: 9,530 shares; 2025Q3: 9,527 shares; 2025Q4: 9,476 shares; 2026Q1: 9,813 shares 9,813 $1.1M 0.03% +337 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,916 shares; 2024Q4: 39,206 shares; 2025Q1: 35,558 shares; 2025Q2: 33,078 shares; 2025Q3: 33,078 shares; 2025Q4: 31,341 shares; 2026Q1: 30,041 shares 30,041 $1.1M 0.03% -1,300 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,922 shares; 2025Q1: 4,922 shares; 2025Q2: 4,860 shares; 2025Q3: 4,588 shares; 2025Q4: 4,508 shares; 2026Q1: 4,382 shares 4,382 $1.09M 0.03% -126 Timeline SPYX 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: 19,328 shares; 2024Q4: 19,603 shares; 2025Q1: 20,229 shares; 2025Q2: 19,931 shares; 2025Q3: 19,931 shares; 2025Q4: 20,059 shares; 2026Q1: 20,159 shares 20,159 $1.07M 0.03% +100 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: 9,667 shares; 2024Q4: 9,811 shares; 2025Q1: 8,660 shares; 2025Q2: 8,594 shares; 2025Q3: 8,594 shares; 2025Q4: 8,594 shares; 2026Q1: 8,502 shares 8,502 $1.06M 0.03% -92 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: 13,147 shares; 2024Q4: 13,303 shares; 2025Q1: 12,618 shares; 2025Q2: 12,211 shares; 2025Q3: 11,646 shares; 2025Q4: 11,551 shares; 2026Q1: 11,410 shares 11,410 $1.01M 0.03% -141 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,020 shares; 2024Q4: 18,888 shares; 2025Q1: 20,239 shares; 2025Q2: 20,658 shares; 2025Q3: 20,604 shares; 2025Q4: 21,031 shares; 2026Q1: 21,494 shares 21,494 $1.01M 0.03% +463 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,340 shares; 2024Q4: 10,793 shares; 2025Q1: 10,668 shares; 2025Q2: 10,533 shares; 2025Q3: 10,053 shares; 2025Q4: 9,227 shares; 2026Q1: 9,209 shares 9,209 $1.01M 0.03% -18 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: 5,423 shares; 2024Q4: 6,028 shares; 2025Q1: 6,165 shares; 2025Q2: 6,130 shares; 2025Q3: 6,117 shares; 2025Q4: 6,955 shares; 2026Q1: 6,952 shares 6,952 $1.01M 0.03% -3 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,869 shares; 2024Q4: 9,040 shares; 2025Q1: 10,005 shares; 2025Q2: 10,169 shares; 2025Q3: 10,150 shares; 2025Q4: 10,175 shares; 2026Q1: 10,555 shares 10,555 $1.01M 0.03% +380 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,906 shares; 2024Q4: 25,895 shares; 2025Q1: 25,586 shares; 2025Q2: 25,124 shares; 2025Q3: 25,865 shares; 2025Q4: 22,739 shares; 2026Q1: 21,726 shares 21,726 $995K 0.03% -1,013 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,006 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $982K 0.03% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,337 shares; 2024Q4: 39,883 shares; 2025Q1: 41,323 shares; 2025Q2: 44,219 shares; 2025Q3: 44,827 shares; 2025Q4: 21,265 shares; 2026Q1: 8,935 shares 8,935 $955K 0.03% -12,330 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: 13,039 shares; 2024Q4: 14,008 shares; 2025Q1: 13,657 shares; 2025Q2: 13,725 shares; 2025Q3: 12,538 shares; 2025Q4: 12,290 shares; 2026Q1: 11,929 shares 11,929 $950K 0.03% -361 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: 2,010 shares; 2025Q1: 2,867 shares; 2025Q2: 2,873 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares; 2026Q1: 2,888 shares 2,888 $945K 0.03% +21 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: 144,917 shares; 2024Q4: 147,052 shares; 2025Q1: 155,813 shares; 2025Q2: 147,160 shares; 2025Q3: 50,685 shares; 2025Q4: 25,287 shares; 2026Q1: 18,352 shares 18,352 $921K 0.03% -6,935 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,674 shares; 2024Q4: 44,674 shares; 2025Q1: 36,630 shares; 2025Q2: 35,780 shares; 2025Q3: 35,334 shares; 2025Q4: 35,100 shares; 2026Q1: 9,041 shares 9,041 $905K 0.03% -26,059 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: 5,345 shares; 2024Q4: 4,905 shares; 2025Q1: 4,867 shares; 2025Q2: 4,846 shares; 2025Q3: 4,729 shares; 2025Q4: 4,604 shares; 2026Q1: 4,436 shares 4,436 $901K 0.03% -168 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,628 shares; 2024Q4: 14,274 shares; 2025Q1: 13,885 shares; 2025Q2: 13,810 shares; 2025Q3: 13,660 shares; 2025Q4: 13,507 shares; 2026Q1: 14,599 shares 14,599 $863K 0.03% +1,092 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,189 shares; 2025Q1: 5,189 shares; 2025Q2: 8,094 shares; 2025Q3: 8,568 shares; 2025Q4: 8,784 shares; 2026Q1: 8,704 shares 8,704 $845K 0.03% -80 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 9,999 shares; 2026Q1: 7,308 shares 7,308 $843K 0.03% -2,691 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,349 shares; 2024Q4: 60,648 shares; 2025Q1: 61,461 shares; 2025Q2: 61,684 shares; 2025Q3: 41,892 shares; 2025Q4: 36,083 shares; 2026Q1: 4,378 shares 4,378 $807K 0.03% -31,705 Timeline TFI 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: 18,655 shares; 2024Q4: 12,262 shares; 2025Q1: 6,562 shares; 2025Q2: not reported; 2025Q3: 4,532 shares; 2025Q4: 6,319 shares; 2026Q1: 17,675 shares 17,675 $801K 0.03% +11,356 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,020 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 5,020 shares; 2025Q4: 5,020 shares; 2026Q1: 5,020 shares 5,020 $781K 0.02% 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: 1,430 shares; 2024Q4: 1,323 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,892 shares; 2025Q4: 1,827 shares; 2026Q1: 1,828 shares 1,828 $779K 0.02% +1 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: 5,709 shares; 2024Q4: 5,679 shares; 2025Q1: 5,679 shares; 2025Q2: 5,630 shares; 2025Q3: 5,561 shares; 2025Q4: 5,504 shares; 2026Q1: 5,203 shares 5,203 $756K 0.02% -301 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: 13,114 shares; 2024Q4: 10,913 shares; 2025Q1: 11,913 shares; 2025Q2: 11,490 shares; 2025Q3: 11,049 shares; 2025Q4: 10,991 shares; 2026Q1: 11,011 shares 11,011 $744K 0.02% +20 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,497 shares; 2024Q4: 12,977 shares; 2025Q1: 13,634 shares; 2025Q2: 14,678 shares; 2025Q3: 14,980 shares; 2025Q4: 15,463 shares; 2026Q1: 16,359 shares 16,359 $737K 0.02% +896 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 6,821 shares; 2025Q1: 6,924 shares; 2025Q2: 6,921 shares; 2025Q3: 7,891 shares; 2025Q4: 7,845 shares; 2026Q1: 7,815 shares 7,815 $734K 0.02% -30 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: 8,011 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 7,657 shares; 2025Q3: 7,553 shares; 2025Q4: 7,553 shares; 2026Q1: 7,549 shares 7,549 $734K 0.02% -4 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: 17,866 shares; 2024Q4: 18,553 shares; 2025Q1: 19,559 shares; 2025Q2: 19,632 shares; 2025Q3: 23,866 shares; 2025Q4: 25,274 shares; 2026Q1: 25,056 shares 25,056 $726K 0.02% -218 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: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,320 shares; 2025Q4: 1,278 shares; 2026Q1: 1,247 shares 1,247 $720K 0.02% -31 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: 10,440 shares; 2024Q4: 10,116 shares; 2025Q1: 10,412 shares; 2025Q2: 10,382 shares; 2025Q3: 10,316 shares; 2025Q4: 9,961 shares; 2026Q1: 9,811 shares 9,811 $700K 0.02% -150 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: 20,531 shares; 2024Q4: 19,971 shares; 2025Q1: 19,896 shares; 2025Q2: 19,211 shares; 2025Q3: 19,139 shares; 2025Q4: 19,139 shares; 2026Q1: 18,599 shares 18,599 $692K 0.02% -540 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: 12,495 shares; 2024Q4: 12,367 shares; 2025Q1: 12,480 shares; 2025Q2: 12,938 shares; 2025Q3: 12,416 shares; 2025Q4: 12,022 shares; 2026Q1: 11,997 shares 11,997 $692K 0.02% -25 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,343 shares; 2025Q1: 2,993 shares; 2025Q2: 3,031 shares; 2025Q3: 3,011 shares; 2025Q4: 3,001 shares; 2026Q1: 3,001 shares 3,001 $674K 0.02% 0 Timeline SPIB 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: 22,972 shares; 2025Q1: 22,972 shares; 2025Q2: 19,487 shares; 2025Q3: 19,487 shares; 2025Q4: 16,516 shares; 2026Q1: 20,071 shares 20,071 $673K 0.02% +3,555 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,002 shares; 2025Q3: 6,177 shares; 2025Q4: 6,177 shares; 2026Q1: 6,707 shares 6,707 $670K 0.02% +530 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: 13,112 shares; 2024Q4: 12,862 shares; 2025Q1: 12,861 shares; 2025Q2: 12,775 shares; 2025Q3: 12,614 shares; 2025Q4: 12,213 shares; 2026Q1: 11,815 shares 11,815 $665K 0.02% -398 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,000 shares; 2025Q1: 23,889 shares; 2025Q2: 20,043 shares; 2025Q3: 21,715 shares; 2025Q4: 20,043 shares; 2026Q1: 24,621 shares 24,621 $655K 0.02% +4,578 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: 2,270 shares; 2024Q4: 2,230 shares; 2025Q1: 2,048 shares; 2025Q2: 2,061 shares; 2025Q3: 2,055 shares; 2025Q4: 2,004 shares; 2026Q1: 2,057 shares 2,057 $654K 0.02% +53 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 16,828 shares; 2025Q1: 13,400 shares; 2025Q2: 12,777 shares; 2025Q3: 12,769 shares; 2025Q4: 12,654 shares; 2026Q1: 13,219 shares 13,219 $653K 0.02% +565 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: not reported; 2024Q4: not reported; 2025Q1: 2,655 shares; 2025Q2: 5,633 shares; 2025Q3: 5,175 shares; 2025Q4: 4,542 shares; 2026Q1: 4,382 shares 4,382 $649K 0.02% -160 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,618 shares; 2025Q1: 3,488 shares; 2025Q2: 3,073 shares; 2025Q3: 3,263 shares; 2025Q4: 3,223 shares; 2026Q1: 3,256 shares 3,256 $648K 0.02% +33 Timeline IWS 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: 4,728 shares; 2024Q4: 4,518 shares; 2025Q1: 4,240 shares; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: 4,314 shares; 2026Q1: 4,377 shares 4,377 $638K 0.02% +63 Timeline IWP 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: 5,090 shares; 2024Q4: 4,903 shares; 2025Q1: 4,903 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 4,951 shares; 2026Q1: 4,964 shares 4,964 $636K 0.02% +13 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,522 shares; 2025Q3: 7,811 shares; 2025Q4: 10,086 shares; 2026Q1: 11,986 shares 11,986 $626K 0.02% +1,900 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: 7,957 shares; 2024Q4: 7,355 shares; 2025Q1: 7,593 shares; 2025Q2: 8,088 shares; 2025Q3: 8,084 shares; 2025Q4: 10,230 shares; 2026Q1: 10,582 shares 10,582 $619K 0.02% +352 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,326 shares; 2025Q3: 4,148 shares; 2025Q4: not reported; 2026Q1: 6,092 shares 6,092 $613K 0.02% new 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: 13,547 shares; 2024Q4: 12,751 shares; 2025Q1: 12,565 shares; 2025Q2: 12,087 shares; 2025Q3: 11,513 shares; 2025Q4: 10,990 shares; 2026Q1: 10,526 shares 10,526 $582K 0.02% -464 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,645 shares; 2025Q1: 2,020 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,800 shares 1,800 $562K 0.02% -8 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,452 shares; 2025Q1: 3,420 shares; 2025Q2: 3,422 shares; 2025Q3: 3,422 shares; 2025Q4: 3,422 shares; 2026Q1: 3,422 shares 3,422 $562K 0.02% 0 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: 5,333 shares; 2024Q4: 5,470 shares; 2025Q1: 5,791 shares; 2025Q2: 6,141 shares; 2025Q3: 6,284 shares; 2025Q4: 6,190 shares; 2026Q1: 7,039 shares 7,039 $558K 0.02% +849 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,042 shares; 2024Q4: 24,608 shares; 2025Q1: 19,872 shares; 2025Q2: 14,692 shares; 2025Q3: 11,251 shares; 2025Q4: 9,756 shares; 2026Q1: 8,925 shares 8,925 $552K 0.02% -831 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 919 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 892 shares 892 $550K 0.02% -7 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 6,515 shares; 2025Q1: 6,515 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares; 2025Q4: 7,663 shares; 2026Q1: 7,663 shares 7,663 $550K 0.02% 0 Timeline ACWX 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: 5,259 shares; 2024Q4: 9,109 shares; 2025Q1: 8,817 shares; 2025Q2: 7,943 shares; 2025Q3: 7,943 shares; 2025Q4: 7,943 shares; 2026Q1: 7,943 shares 7,943 $544K 0.02% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,138 shares; 2025Q1: 1,921 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,711 shares; 2026Q1: 1,681 shares 1,681 $541K 0.02% -30 Timeline SPMB 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: 32,507 shares; 2025Q1: 32,507 shares; 2025Q2: 21,655 shares; 2025Q3: 21,655 shares; 2025Q4: 21,433 shares; 2026Q1: 23,794 shares 23,794 $533K 0.02% +2,361 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 3,651 shares; 2025Q1: 3,492 shares; 2025Q2: 2,908 shares; 2025Q3: 2,896 shares; 2025Q4: 2,896 shares; 2026Q1: 2,896 shares 2,896 $521K 0.02% 0 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: 1,182 shares; 2024Q4: 1,770 shares; 2025Q1: 1,807 shares; 2025Q2: 1,820 shares; 2025Q3: 1,697 shares; 2025Q4: 1,957 shares; 2026Q1: 1,987 shares 1,987 $517K 0.02% +30 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 5,310 shares; 2025Q1: 4,170 shares; 2025Q2: 4,229 shares; 2025Q3: 3,482 shares; 2025Q4: 3,512 shares; 2026Q1: 3,517 shares 3,517 $516K 0.02% +5 Timeline VPL 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: 5,275 shares; 2024Q4: 5,275 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 5,275 shares 5,275 $516K 0.02% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,666 shares; 2024Q4: 137,833 shares; 2025Q1: 143,528 shares; 2025Q2: 145,007 shares; 2025Q3: 145,643 shares; 2025Q4: 145,937 shares; 2026Q1: 6,648 shares 6,648 $515K 0.02% -139,289 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 4,155 shares; 2025Q1: 3,455 shares; 2025Q2: 3,297 shares; 2025Q3: 3,329 shares; 2025Q4: 3,270 shares; 2026Q1: 3,178 shares 3,178 $514K 0.02% -92 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: 23,350 shares; 2025Q1: 23,350 shares; 2025Q2: 15,933 shares; 2025Q3: 16,263 shares; 2025Q4: 16,263 shares; 2026Q1: 16,496 shares 16,496 $496K 0.02% +233 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,203 shares 1,203 $490K 0.02% +155 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 16,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: 16,100 shares; 2026Q1: 16,100 shares 16,100 $488K 0.02% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,552 shares; 2025Q1: 1,360 shares; 2025Q2: 1,330 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares 1,324 $475K 0.02% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,956 shares; 2024Q4: 22,956 shares; 2025Q1: 22,956 shares; 2025Q2: 22,956 shares; 2025Q3: 14,956 shares; 2025Q4: 7,500 shares; 2026Q1: 3,500 shares 3,500 $474K 0.02% -4,000 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 8,597 shares; 2025Q1: 9,754 shares; 2025Q2: 9,684 shares; 2025Q3: 9,250 shares; 2025Q4: 9,101 shares; 2026Q1: 8,705 shares 8,705 $470K 0.01% -396 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,060 shares; 2025Q2: 10,910 shares; 2025Q3: 11,340 shares; 2025Q4: 10,570 shares; 2026Q1: 10,155 shares 10,155 $466K 0.01% -415 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,547 shares 1,547 $461K 0.01% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,850 shares; 2025Q1: 20,850 shares; 2025Q2: 18,559 shares; 2025Q3: 18,763 shares; 2025Q4: 18,763 shares; 2026Q1: 18,969 shares 18,969 $460K 0.01% +206 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 5,413 shares; 2025Q1: 5,218 shares; 2025Q2: 3,684 shares; 2025Q3: 3,660 shares; 2025Q4: 3,766 shares; 2026Q1: 3,726 shares 3,726 $450K 0.01% -40 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 7,838 shares; 2025Q1: not reported; 2025Q2: 5,048 shares; 2025Q3: 9,630 shares; 2025Q4: 9,630 shares; 2026Q1: 9,681 shares 9,681 $450K 0.01% +51 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: not reported; 2024Q4: not reported; 2025Q1: 4,061 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 4,402 shares; 2026Q1: 5,080 shares 5,080 $448K 0.01% +678 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 2,267 shares; 2025Q1: 2,073 shares; 2025Q2: 2,052 shares; 2025Q3: 1,994 shares; 2025Q4: 3,857 shares; 2026Q1: 4,034 shares 4,034 $440K 0.01% +177 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,575 shares 4,575 $439K 0.01% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 5,059 shares 5,059 $436K 0.01% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,143 shares; 2025Q1: 1,068 shares; 2025Q2: 1,141 shares; 2025Q3: 1,086 shares; 2025Q4: 1,054 shares; 2026Q1: 1,006 shares 1,006 $433K 0.01% -48 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,429 shares; 2025Q1: 1,753 shares; 2025Q2: 2,127 shares; 2025Q3: 2,168 shares; 2025Q4: 2,351 shares; 2026Q1: 2,277 shares 2,277 $425K 0.01% -74 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,637 shares; 2024Q4: 16,394 shares; 2025Q1: 17,213 shares; 2025Q2: 16,350 shares; 2025Q3: 18,181 shares; 2025Q4: 19,030 shares; 2026Q1: 18,212 shares 18,212 $421K 0.01% -818 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 1,651 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 1,815 shares 1,815 $417K 0.01% +234 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares 1,195 $404K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,550 shares; 2024Q4: 12,555 shares; 2025Q1: 12,561 shares; 2025Q2: 12,087 shares; 2025Q3: 12,093 shares; 2025Q4: 11,664 shares; 2026Q1: 11,670 shares 11,670 $402K 0.01% +6 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,960 shares; 2026Q1: 5,223 shares 5,223 $398K 0.01% -4,737 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,591 shares; 2025Q1: 2,593 shares; 2025Q2: 2,553 shares; 2025Q3: 2,478 shares; 2025Q4: 2,352 shares; 2026Q1: 2,417 shares 2,417 $398K 0.01% +65 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 4,220 shares; 2025Q2: 4,220 shares; 2025Q3: 4,220 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares 3,695 $391K 0.01% 0 Timeline EZM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,042 shares; 2025Q3: 5,784 shares; 2025Q4: 5,784 shares; 2026Q1: 5,784 shares 5,784 $389K 0.01% 0 Timeline VCEB 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: 3,665 shares; 2025Q2: 4,885 shares; 2025Q3: 4,885 shares; 2025Q4: 5,935 shares; 2026Q1: 6,037 shares 6,037 $379K 0.01% +102 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: 2,242 shares; 2025Q4: 2,167 shares; 2026Q1: 2,062 shares 2,062 $376K 0.01% -105 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: 2,242 shares; 2024Q4: 2,758 shares; 2025Q1: 2,758 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares; 2026Q1: 2,165 shares 2,165 $375K 0.01% +149 Timeline EFG 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: 3,595 shares; 2025Q1: 3,331 shares; 2025Q2: 3,331 shares; 2025Q3: 3,331 shares; 2025Q4: 3,331 shares; 2026Q1: 3,331 shares 3,331 $371K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $368K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 4,942 shares; 2025Q1: 4,842 shares; 2025Q2: 4,861 shares; 2025Q3: 4,861 shares; 2025Q4: 4,861 shares; 2026Q1: 5,053 shares 5,053 $357K 0.01% +192 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: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,105 shares; 2025Q2: 2,191 shares; 2025Q3: 2,117 shares; 2025Q4: 2,148 shares; 2026Q1: 2,153 shares 2,153 $356K 0.01% +5 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,227 shares; 2025Q2: 3,072 shares; 2025Q3: 4,221 shares; 2025Q4: 4,221 shares; 2026Q1: 4,239 shares 4,239 $355K 0.01% +18 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,263 shares; 2024Q4: 8,263 shares; 2025Q1: 8,263 shares; 2025Q2: 8,611 shares; 2025Q3: 8,611 shares; 2025Q4: 8,611 shares; 2026Q1: 9,049 shares 9,049 $351K 0.01% +438 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: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,021 shares; 2025Q2: 985 shares; 2025Q3: 785 shares; 2025Q4: 885 shares; 2026Q1: 892 shares 892 $348K 0.01% +7 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: 1,399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,400 shares; 2026Q1: 1,422 shares 1,422 $347K 0.01% +22 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,235 shares; 2025Q3: 1,229 shares; 2025Q4: 1,205 shares; 2026Q1: 1,206 shares 1,206 $346K 0.01% +1 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: 5,078 shares; 2024Q4: 4,628 shares; 2025Q1: 4,487 shares; 2025Q2: 4,319 shares; 2025Q3: 4,241 shares; 2025Q4: 4,142 shares; 2026Q1: 3,894 shares 3,894 $344K 0.01% -248 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 649 shares; 2025Q1: 557 shares; 2025Q2: 553 shares; 2025Q3: 608 shares; 2025Q4: 568 shares; 2026Q1: 552 shares 552 $334K 0.01% -16 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: 4,698 shares; 2024Q4: 4,773 shares; 2025Q1: 5,015 shares; 2025Q2: 5,112 shares; 2025Q3: 5,400 shares; 2025Q4: 6,098 shares; 2026Q1: 6,481 shares 6,481 $324K 0.01% +383 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares 3,130 $318K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,245 shares 10,245 $312K 0.01% new 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: not reported; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares; 2025Q3: 3,810 shares; 2025Q4: 4,079 shares; 2026Q1: 4,079 shares 4,079 $306K 0.01% 0 Timeline SLYG 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: 2,414 shares; 2025Q2: 3,140 shares; 2025Q3: 2,960 shares; 2025Q4: 2,966 shares; 2026Q1: 3,164 shares 3,164 $306K 0.01% +198 Timeline VAW 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: 1,550 shares; 2024Q4: 1,823 shares; 2025Q1: 1,532 shares; 2025Q2: 1,402 shares; 2025Q3: 1,393 shares; 2025Q4: 1,373 shares; 2026Q1: 1,342 shares 1,342 $302K 0.01% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,352 shares 2,352 $297K 0.01% new 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: 1,472 shares; 2024Q4: 1,457 shares; 2025Q1: 1,467 shares; 2025Q2: 1,454 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,424 shares 1,424 $296K 0.01% -61 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 3,181 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares 3,146 $291K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,618 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares; 2026Q1: 1,613 shares 1,613 $290K 0.01% +1 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: 926 shares; 2024Q4: 826 shares; 2025Q1: 824 shares; 2025Q2: 806 shares; 2025Q3: 907 shares; 2025Q4: 867 shares; 2026Q1: 886 shares 886 $289K 0.01% +19 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: not reported; 2024Q4: not reported; 2025Q1: 3,100 shares; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 4,606 shares; 2026Q1: 4,654 shares 4,654 $285K 0.01% +48 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: 1,530 shares; 2024Q4: 1,743 shares; 2025Q1: 1,721 shares; 2025Q2: 1,175 shares; 2025Q3: 1,025 shares; 2025Q4: 810 shares; 2026Q1: 771 shares 771 $275K 0.01% -39 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,606 shares; 2025Q1: 3,565 shares; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares; 2025Q4: 3,389 shares; 2026Q1: 3,413 shares 3,413 $273K 0.01% +24 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,917 shares 3,917 $273K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 400 shares; 2026Q1: 400 shares 400 $272K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,946 shares; 2025Q2: 5,050 shares; 2025Q3: 5,051 shares; 2025Q4: 5,642 shares; 2026Q1: 5,621 shares 5,621 $267K 0.01% -21 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,799 shares; 2025Q3: 20,097 shares; 2025Q4: 20,097 shares; 2026Q1: 8,284 shares 8,284 $267K 0.01% -11,813 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: not reported; 2025Q1: 1,817 shares; 2025Q2: not reported; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares; 2026Q1: 1,576 shares 1,576 $267K 0.01% -75 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: 1,036 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 908 shares 908 $265K 0.01% -84 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 292 shares; 2026Q1: 306 shares 306 $265K 0.01% +14 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,289 shares; 2026Q1: 2,916 shares 2,916 $264K 0.01% +627 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,992 shares; 2025Q1: 5,052 shares; 2025Q2: 5,358 shares; 2025Q3: 5,358 shares; 2025Q4: 5,358 shares; 2026Q1: 6,426 shares 6,426 $264K 0.01% +1,068 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: 517 shares; 2024Q4: 505 shares; 2025Q1: 521 shares; 2025Q2: 525 shares; 2025Q3: 521 shares; 2025Q4: 507 shares; 2026Q1: 619 shares 619 $263K 0.01% +112 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,079 shares; 2025Q3: 1,049 shares; 2025Q4: 949 shares; 2026Q1: 935 shares 935 $255K 0.01% -14 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,203 shares 1,203 $254K 0.01% +3 Timeline ESGU 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: 1,723 shares; 2025Q2: 1,488 shares; 2025Q3: 1,488 shares; 2025Q4: 1,518 shares; 2026Q1: 1,784 shares 1,784 $252K 0.01% +266 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: 606 shares; 2024Q4: 606 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 561 shares; 2026Q1: 561 shares 561 $243K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,044 shares; 2025Q1: not reported; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares 2,044 $242K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,090 shares 2,090 $236K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,366 shares 2,366 $232K 0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,830 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $229K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,839 shares 2,839 $229K 0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,853 shares; 2025Q1: 2,853 shares; 2025Q2: 7,653 shares; 2025Q3: 6,888 shares; 2025Q4: 2,763 shares; 2026Q1: 2,763 shares 2,763 $228K 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,996 shares; 2024Q4: 21,696 shares; 2025Q1: 17,339 shares; 2025Q2: 14,503 shares; 2025Q3: 11,558 shares; 2025Q4: 10,235 shares; 2026Q1: 8,619 shares 8,619 $228K 0.01% -1,616 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 13,011 shares; 2025Q1: 13,011 shares; 2025Q2: 13,011 shares; 2025Q3: 13,011 shares; 2025Q4: 13,011 shares; 2026Q1: 13,011 shares 13,011 $227K 0.01% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,670 shares 6,670 $226K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,496 shares 1,496 $219K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $216K 0.01% new 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: 618 shares; 2024Q4: 618 shares; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 384 shares 384 $216K 0.01% +2 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,227 shares; 2026Q1: 3,244 shares 3,244 $216K 0.01% +17 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares 2,594 $214K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,790 shares; 2025Q1: 1,848 shares; 2025Q2: 1,849 shares; 2025Q3: 1,689 shares; 2025Q4: 1,590 shares; 2026Q1: 1,593 shares 1,593 $209K 0.01% +3 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: not reported; 2025Q4: not reported; 2026Q1: 1,324 shares 1,324 $208K 0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 1,875 shares; 2026Q1: 1,885 shares 1,885 $206K 0.01% +10 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares 1,215 $205K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,820 shares 2,820 $201K 0.01% new Timeline