AVLV 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: 930,121 shares; 2024Q4: 987,096 shares; 2025Q1: 1,051,553 shares; 2025Q2: 1,074,556 shares; 2025Q3: 1,100,651 shares; 2025Q4: 1,150,578 shares; 2026Q1: 1,189,165 shares 1,189,165 $105M 6.24% +38,587 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729,003 shares; 2024Q4: 1,922,583 shares; 2025Q1: 2,029,044 shares; 2025Q2: 1,926,101 shares; 2025Q3: 1,808,071 shares; 2025Q4: 1,867,988 shares; 2026Q1: 1,919,555 shares 1,919,555 $97M 5.77% +51,567 Timeline AVUS 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: 315,914 shares; 2024Q4: 512,944 shares; 2025Q1: 573,707 shares; 2025Q2: 596,319 shares; 2025Q3: 647,503 shares; 2025Q4: 700,712 shares; 2026Q1: 762,310 shares 762,310 $95.3M 5.67% +61,598 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: 137,699 shares; 2024Q4: 162,029 shares; 2025Q1: 182,405 shares; 2025Q2: 187,164 shares; 2025Q3: 208,227 shares; 2025Q4: 224,852 shares; 2026Q1: 239,288 shares 239,288 $87.3M 5.19% +14,436 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987,398 shares; 2025Q4: 1,245,983 shares; 2026Q1: 1,622,258 shares 1,622,258 $86.5M 5.15% +376,275 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: 589,915 shares; 2024Q4: 600,839 shares; 2025Q1: 641,585 shares; 2025Q2: 724,957 shares; 2025Q3: 826,583 shares; 2025Q4: 880,037 shares; 2026Q1: 987,957 shares 987,957 $81.6M 4.85% +107,920 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,646 shares; 2024Q4: 188,992 shares; 2025Q1: 190,349 shares; 2025Q2: 194,599 shares; 2025Q3: 193,436 shares; 2025Q4: 188,828 shares; 2026Q1: 216,109 shares 216,109 $64.6M 3.84% +27,281 Timeline DFAI 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: 87,977 shares; 2024Q4: 627,252 shares; 2025Q1: 973,981 shares; 2025Q2: 1,070,205 shares; 2025Q3: 1,222,944 shares; 2025Q4: 1,321,376 shares; 2026Q1: 1,414,582 shares 1,414,582 $58.9M 3.5% +93,206 Timeline AVDE 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: 265,562 shares; 2024Q4: 340,063 shares; 2025Q1: 413,727 shares; 2025Q2: 442,017 shares; 2025Q3: 480,389 shares; 2025Q4: 511,740 shares; 2026Q1: 551,646 shares 551,646 $50.4M 3% +39,906 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: 65,079 shares; 2024Q4: 63,531 shares; 2025Q1: 63,502 shares; 2025Q2: 51,283 shares; 2025Q3: 52,458 shares; 2025Q4: 52,390 shares; 2026Q1: 52,999 shares 52,999 $39.3M 2.34% +609 Timeline DUHP 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: 456,654 shares; 2024Q4: 576,469 shares; 2025Q1: 715,298 shares; 2025Q2: 765,808 shares; 2025Q3: 841,330 shares; 2025Q4: 912,318 shares; 2026Q1: 967,302 shares 967,302 $38.6M 2.3% +54,984 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500,517 shares; 2024Q4: 490,652 shares; 2025Q1: 491,440 shares; 2025Q2: 619,808 shares; 2025Q3: 656,953 shares; 2025Q4: 689,620 shares; 2026Q1: 627,358 shares 627,358 $31.9M 1.9% -62,262 Timeline DFIC 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: 2,214,111 shares; 2024Q4: 1,554,943 shares; 2025Q1: 1,198,690 shares; 2025Q2: 1,101,769 shares; 2025Q3: 934,450 shares; 2025Q4: 881,044 shares; 2026Q1: 778,819 shares 778,819 $29.7M 1.76% -102,225 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,941 shares; 2025Q3: 342,969 shares; 2025Q4: 455,178 shares; 2026Q1: 580,164 shares 580,164 $29.1M 1.73% +124,986 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: 122,584 shares; 2024Q4: 122,774 shares; 2025Q1: 141,315 shares; 2025Q2: 142,012 shares; 2025Q3: 146,640 shares; 2025Q4: 132,854 shares; 2026Q1: 127,178 shares 127,178 $28.7M 1.71% -5,676 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: 67,199 shares; 2024Q4: 67,695 shares; 2025Q1: 69,801 shares; 2025Q2: 71,216 shares; 2025Q3: 70,660 shares; 2025Q4: 69,863 shares; 2026Q1: 68,351 shares 68,351 $27.7M 1.65% -1,512 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE 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: 85,907 shares; 2025Q4: 185,176 shares; 2026Q1: 265,762 shares 265,762 $27.4M 1.63% +80,586 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: 72,521 shares; 2024Q4: 71,589 shares; 2025Q1: 70,443 shares; 2025Q2: 72,156 shares; 2025Q3: 69,159 shares; 2025Q4: 68,767 shares; 2026Q1: 64,782 shares 64,782 $26M 1.55% -3,985 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: 59,970 shares; 2024Q4: 58,494 shares; 2025Q1: 43,395 shares; 2025Q2: 43,305 shares; 2025Q3: 44,497 shares; 2025Q4: 44,663 shares; 2026Q1: 35,708 shares 35,708 $25.5M 1.52% -8,955 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: 65,910 shares; 2024Q4: 65,557 shares; 2025Q1: 66,913 shares; 2025Q2: 69,188 shares; 2025Q3: 70,811 shares; 2025Q4: 71,429 shares; 2026Q1: 72,988 shares 72,988 $19.7M 1.17% +1,559 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: 1,968,950 shares; 2024Q4: 1,157,040 shares; 2025Q1: 828,561 shares; 2025Q2: 771,597 shares; 2025Q3: 675,038 shares; 2025Q4: 691,006 shares; 2026Q1: 544,727 shares 544,727 $18.6M 1.11% -146,279 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: 50,472 shares; 2024Q4: 49,960 shares; 2025Q1: 52,012 shares; 2025Q2: 52,014 shares; 2025Q3: 47,622 shares; 2025Q4: 47,431 shares; 2026Q1: 49,922 shares 49,922 $17.4M 1.03% +2,491 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: 335,355 shares; 2024Q4: 341,062 shares; 2025Q1: 357,945 shares; 2025Q2: 374,162 shares; 2025Q3: 390,466 shares; 2025Q4: 412,340 shares; 2026Q1: 436,182 shares 436,182 $17.3M 1.03% +23,842 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: 28,385 shares; 2024Q4: 26,190 shares; 2025Q1: 27,604 shares; 2025Q2: 28,049 shares; 2025Q3: 26,715 shares; 2025Q4: 25,014 shares; 2026Q1: 24,902 shares 24,902 $15.4M 0.91% -112 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: 38,779 shares; 2024Q4: 38,399 shares; 2025Q1: 39,907 shares; 2025Q2: 40,742 shares; 2025Q3: 40,837 shares; 2025Q4: 40,382 shares; 2026Q1: 38,451 shares 38,451 $15.3M 0.91% -1,931 Timeline VT 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: 93,076 shares; 2024Q4: 89,798 shares; 2025Q1: 91,146 shares; 2025Q2: 90,665 shares; 2025Q3: 91,576 shares; 2025Q4: 94,473 shares; 2026Q1: 98,439 shares 98,439 $15.3M 0.91% +3,966 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: 149,916 shares; 2024Q4: 146,949 shares; 2025Q1: 160,383 shares; 2025Q2: 166,002 shares; 2025Q3: 172,745 shares; 2025Q4: 176,396 shares; 2026Q1: 185,342 shares 185,342 $14.2M 0.84% +8,946 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,968 shares; 2024Q4: 53,171 shares; 2025Q1: 53,185 shares; 2025Q2: 65,981 shares; 2025Q3: 40,170 shares; 2025Q4: 46,006 shares; 2026Q1: 28,019 shares 28,019 $13.9M 0.83% -17,987 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: 256,551 shares; 2024Q4: 256,938 shares; 2025Q1: 257,301 shares; 2025Q2: 257,484 shares; 2025Q3: 258,319 shares; 2025Q4: 257,582 shares; 2026Q1: 257,917 shares 257,917 $13.6M 0.81% +335 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: 17,415 shares; 2024Q4: 18,129 shares; 2025Q1: 18,279 shares; 2025Q2: 18,379 shares; 2025Q3: 18,798 shares; 2025Q4: 18,592 shares; 2026Q1: 19,142 shares 19,142 $13.1M 0.78% +550 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: 43,044 shares; 2024Q4: 42,406 shares; 2025Q1: 42,813 shares; 2025Q2: 43,169 shares; 2025Q3: 42,869 shares; 2025Q4: 42,789 shares; 2026Q1: 43,341 shares 43,341 $13M 0.77% +552 Timeline AVTM 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: 192,733 shares 192,733 $10.2M 0.61% new Timeline DFAC 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: 208,223 shares; 2024Q4: 206,535 shares; 2025Q1: 202,790 shares; 2025Q2: 202,064 shares; 2025Q3: 211,730 shares; 2025Q4: 206,602 shares; 2026Q1: 204,966 shares 204,966 $8.86M 0.53% -1,636 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: 17,023 shares; 2024Q4: 16,614 shares; 2025Q1: 17,929 shares; 2025Q2: 18,714 shares; 2025Q3: 18,622 shares; 2025Q4: 18,616 shares; 2026Q1: 18,233 shares 18,233 $8.85M 0.53% -383 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: 27,865 shares; 2024Q4: 36,191 shares; 2025Q1: 36,193 shares; 2025Q2: 83,780 shares; 2025Q3: 38,174 shares; 2025Q4: 37,798 shares; 2026Q1: 37,244 shares 37,244 $8.52M 0.51% -554 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,730 shares; 2025Q2: 9,827 shares; 2025Q3: 9,305 shares; 2025Q4: 9,324 shares; 2026Q1: 8,811 shares 8,811 $8.39M 0.5% -513 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: 45,919 shares; 2024Q4: 46,603 shares; 2025Q1: 52,616 shares; 2025Q2: 61,247 shares; 2025Q3: 58,183 shares; 2025Q4: 57,592 shares; 2026Q1: 54,700 shares 54,700 $8.29M 0.49% -2,892 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: 102,624 shares; 2024Q4: 101,231 shares; 2025Q1: 92,055 shares; 2025Q2: 92,552 shares; 2025Q3: 88,528 shares; 2025Q4: 87,552 shares; 2026Q1: 85,004 shares 85,004 $8.07M 0.48% -2,548 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: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $8M 0.48% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,417 shares; 2024Q4: 18,501 shares; 2025Q1: 18,586 shares; 2025Q2: 19,116 shares; 2025Q3: 19,200 shares; 2025Q4: 19,111 shares; 2026Q1: 18,249 shares 18,249 $7.3M 0.43% -862 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: 15,141 shares; 2024Q4: 15,332 shares; 2025Q1: 16,470 shares; 2025Q2: 17,449 shares; 2025Q3: 16,993 shares; 2025Q4: 17,048 shares; 2026Q1: 17,445 shares 17,445 $7.27M 0.43% +397 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: 4,446 shares; 2025Q2: 4,272 shares; 2025Q3: 4,267 shares; 2025Q4: 4,241 shares; 2026Q1: 3,947 shares 3,947 $7.25M 0.43% -294 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,666 shares; 2024Q4: 21,678 shares; 2025Q1: 21,694 shares; 2025Q2: 21,687 shares; 2025Q3: 21,841 shares; 2025Q4: not reported; 2026Q1: 21,857 shares 21,857 $6.79M 0.4% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,403 shares; 2025Q2: 7,443 shares; 2025Q3: 7,339 shares; 2025Q4: 65,743 shares; 2026Q1: 77,331 shares 77,331 $6.77M 0.4% +11,588 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: 13,719 shares; 2024Q4: 13,721 shares; 2025Q1: 13,973 shares; 2025Q2: 14,047 shares; 2025Q3: 13,994 shares; 2025Q4: 13,566 shares; 2026Q1: 13,306 shares 13,306 $6.53M 0.39% -260 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,384 shares; 2024Q4: 65,384 shares; 2025Q1: 81,829 shares; 2025Q2: 81,829 shares; 2025Q3: 81,644 shares; 2025Q4: 76,806 shares; 2026Q1: 76,773 shares 76,773 $6.2M 0.37% -33 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,273 shares; 2024Q4: 52,750 shares; 2025Q1: 51,354 shares; 2025Q2: 49,809 shares; 2025Q3: 47,937 shares; 2025Q4: 47,439 shares; 2026Q1: 43,736 shares 43,736 $6.1M 0.36% -3,703 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: not reported; 2024Q4: not reported; 2025Q1: 12,282 shares; 2025Q2: 13,794 shares; 2025Q3: 13,867 shares; 2025Q4: 13,898 shares; 2026Q1: 13,275 shares 13,275 $5.91M 0.35% -623 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: 20,005 shares; 2024Q4: 19,312 shares; 2025Q1: 19,668 shares; 2025Q2: 19,658 shares; 2025Q3: 17,058 shares; 2025Q4: 16,870 shares; 2026Q1: 16,055 shares 16,055 $5.14M 0.31% -815 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: 31,286 shares; 2024Q4: 22,293 shares; 2025Q1: 23,809 shares; 2025Q2: 22,421 shares; 2025Q3: 22,718 shares; 2025Q4: 22,604 shares; 2026Q1: 21,659 shares 21,659 $4.99M 0.3% -945 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: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 5,520 shares; 2025Q3: 6,034 shares; 2025Q4: 6,164 shares; 2026Q1: 6,229 shares 6,229 $4.65M 0.28% +65 Timeline DFEM 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: 115,819 shares; 2024Q4: 101,417 shares; 2025Q1: 99,011 shares; 2025Q2: 97,744 shares; 2025Q3: 98,831 shares; 2025Q4: 97,802 shares; 2026Q1: 108,245 shares 108,245 $4.37M 0.26% +10,443 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,553 shares; 2024Q4: 46,001 shares; 2025Q1: 46,001 shares; 2025Q2: 46,001 shares; 2025Q3: 45,958 shares; 2025Q4: 45,958 shares; 2026Q1: 45,958 shares 45,958 $4.26M 0.25% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,608 shares; 2024Q4: 56,990 shares; 2025Q1: 53,700 shares; 2025Q2: 53,085 shares; 2025Q3: 51,936 shares; 2025Q4: 49,730 shares; 2026Q1: 48,338 shares 48,338 $4.24M 0.25% -1,392 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,905 shares; 2025Q2: 3,944 shares; 2025Q3: 3,955 shares; 2025Q4: 3,941 shares; 2026Q1: 4,051 shares 4,051 $4.12M 0.24% +110 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,451 shares; 2025Q2: 6,125 shares; 2025Q3: 5,982 shares; 2025Q4: 6,050 shares; 2026Q1: 5,766 shares 5,766 $4.09M 0.24% -284 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: 47,656 shares; 2024Q4: 42,395 shares; 2025Q1: 43,532 shares; 2025Q2: 42,389 shares; 2025Q3: 43,102 shares; 2025Q4: 42,764 shares; 2026Q1: 40,004 shares 40,004 $4.06M 0.24% -2,760 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: 41,070 shares; 2024Q4: 40,635 shares; 2025Q1: 40,316 shares; 2025Q2: 40,379 shares; 2025Q3: 38,926 shares; 2025Q4: 38,629 shares; 2026Q1: 37,857 shares 37,857 $3.93M 0.23% -772 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 253,781 shares; 2025Q4: 241,002 shares; 2026Q1: 286,808 shares 286,808 $3.87M 0.23% +45,806 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: 12,022 shares; 2024Q4: 10,267 shares; 2025Q1: 9,515 shares; 2025Q2: 9,568 shares; 2025Q3: 9,588 shares; 2025Q4: 8,774 shares; 2026Q1: 8,242 shares 8,242 $3.55M 0.21% -532 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,524 shares; 2025Q2: 3,696 shares; 2025Q3: 4,084 shares; 2025Q4: 4,294 shares; 2026Q1: 4,298 shares 4,298 $3.45M 0.21% +4 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: not reported; 2024Q4: not reported; 2025Q1: 8,539 shares; 2025Q2: 8,870 shares; 2025Q3: 8,636 shares; 2025Q4: 8,699 shares; 2026Q1: 7,891 shares 7,891 $3.41M 0.2% -808 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: 24,671 shares; 2024Q4: 23,810 shares; 2025Q1: 22,879 shares; 2025Q2: 22,005 shares; 2025Q3: 20,812 shares; 2025Q4: 20,501 shares; 2026Q1: 18,547 shares 18,547 $3.38M 0.2% -1,954 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: 6,490 shares; 2025Q2: 6,559 shares; 2025Q3: 6,341 shares; 2025Q4: 31,283 shares; 2026Q1: 35,958 shares 35,958 $3.13M 0.19% +4,675 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: 19,968 shares; 2024Q4: 20,054 shares; 2025Q1: 20,579 shares; 2025Q2: 22,496 shares; 2025Q3: 22,639 shares; 2025Q4: 23,620 shares; 2026Q1: 23,492 shares 23,492 $3.09M 0.18% -128 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: not reported; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 2,753 shares; 2025Q3: 3,084 shares; 2025Q4: 3,414 shares; 2026Q1: 27,210 shares 27,210 $3.09M 0.18% +23,796 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 10,857 shares; 2025Q1: 9,449 shares; 2025Q2: 9,069 shares; 2025Q3: 8,892 shares; 2025Q4: 9,061 shares; 2026Q1: 8,151 shares 8,151 $2.99M 0.18% -910 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: 30,268 shares; 2024Q4: 29,358 shares; 2025Q1: 28,669 shares; 2025Q2: 29,667 shares; 2025Q3: 28,468 shares; 2025Q4: 28,730 shares; 2026Q1: 28,305 shares 28,305 $2.97M 0.18% -425 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,100 shares; 2025Q2: 7,103 shares; 2025Q3: 6,748 shares; 2025Q4: 6,890 shares; 2026Q1: 6,505 shares 6,505 $2.9M 0.17% -385 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: 23,224 shares; 2024Q4: 23,813 shares; 2025Q1: 22,572 shares; 2025Q2: 23,011 shares; 2025Q3: 23,377 shares; 2025Q4: 23,756 shares; 2026Q1: 23,809 shares 23,809 $2.7M 0.16% +53 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,633 shares; 2024Q4: 191,283 shares; 2025Q1: 191,283 shares; 2025Q2: 191,283 shares; 2025Q3: 188,933 shares; 2025Q4: 188,933 shares; 2026Q1: 190,006 shares 190,006 $2.68M 0.16% +1,073 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: not reported; 2024Q4: not reported; 2025Q1: 8,182 shares; 2025Q2: 8,232 shares; 2025Q3: 8,494 shares; 2025Q4: 8,567 shares; 2026Q1: 8,226 shares 8,226 $2.54M 0.15% -341 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: 37,875 shares; 2024Q4: 37,875 shares; 2025Q1: 37,875 shares; 2025Q2: 37,875 shares; 2025Q3: 37,875 shares; 2025Q4: 37,875 shares; 2026Q1: 37,725 shares 37,725 $2.48M 0.15% -150 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares; 2025Q3: 3,343 shares; 2025Q4: 3,343 shares; 2026Q1: 3,343 shares 3,343 $2.27M 0.13% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,596 shares; 2024Q4: 42,580 shares; 2025Q1: 43,147 shares; 2025Q2: 43,672 shares; 2025Q3: 44,232 shares; 2025Q4: 45,393 shares; 2026Q1: 45,034 shares 45,034 $2.24M 0.13% -359 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: not reported; 2024Q4: not reported; 2025Q1: 2,947 shares; 2025Q2: 2,987 shares; 2025Q3: 2,949 shares; 2025Q4: 2,954 shares; 2026Q1: 2,897 shares 2,897 $2.21M 0.13% -57 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: not reported; 2024Q4: 10,041 shares; 2025Q1: 10,264 shares; 2025Q2: 10,491 shares; 2025Q3: 10,563 shares; 2025Q4: 11,032 shares; 2026Q1: 10,288 shares 10,288 $2.18M 0.13% -744 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: 18,484 shares; 2024Q4: 18,963 shares; 2025Q1: 18,837 shares; 2025Q2: 19,810 shares; 2025Q3: 19,401 shares; 2025Q4: 18,679 shares; 2026Q1: 15,827 shares 15,827 $2.18M 0.13% -2,852 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,241 shares; 2025Q2: 2,339 shares; 2025Q3: 2,388 shares; 2025Q4: 2,398 shares; 2026Q1: 2,420 shares 2,420 $2.18M 0.13% +22 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: 15,360 shares; 2024Q4: 24,774 shares; 2025Q1: 20,091 shares; 2025Q2: 20,264 shares; 2025Q3: 22,121 shares; 2025Q4: 22,189 shares; 2026Q1: 18,141 shares 18,141 $2.18M 0.13% -4,048 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: 1,221 shares; 2025Q2: 1,303 shares; 2025Q3: 1,267 shares; 2025Q4: 1,328 shares; 2026Q1: 1,371 shares 1,371 $2.17M 0.13% +43 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: not reported; 2024Q4: not reported; 2025Q1: 8,148 shares; 2025Q2: 8,087 shares; 2025Q3: 8,087 shares; 2025Q4: 8,087 shares; 2026Q1: 28,143 shares 28,143 $2.17M 0.13% +20,056 Timeline IGIB 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: 49,799 shares; 2025Q1: 40,313 shares; 2025Q2: 39,441 shares; 2025Q3: 39,348 shares; 2025Q4: 39,348 shares; 2026Q1: 39,162 shares 39,162 $2.08M 0.12% -186 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,368 shares; 2025Q2: 5,535 shares; 2025Q3: 5,688 shares; 2025Q4: 5,575 shares; 2026Q1: 23,567 shares 23,567 $2.06M 0.12% +17,992 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: not reported; 2024Q4: not reported; 2025Q1: 10,027 shares; 2025Q2: 10,044 shares; 2025Q3: 10,245 shares; 2025Q4: 10,102 shares; 2026Q1: 9,803 shares 9,803 $2.04M 0.12% -299 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: 16,145 shares; 2024Q4: 16,127 shares; 2025Q1: 16,078 shares; 2025Q2: 16,835 shares; 2025Q3: 16,963 shares; 2025Q4: 17,279 shares; 2026Q1: 17,054 shares 17,054 $2.03M 0.12% -225 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,342 shares; 2024Q4: 47,334 shares; 2025Q1: 53,796 shares; 2025Q2: 54,423 shares; 2025Q3: 54,647 shares; 2025Q4: 54,604 shares; 2026Q1: 54,481 shares 54,481 $2.02M 0.12% -123 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: not reported; 2024Q4: not reported; 2025Q1: 6,866 shares; 2025Q2: 7,766 shares; 2025Q3: 7,602 shares; 2025Q4: 11,905 shares; 2026Q1: 10,373 shares 10,373 $1.97M 0.12% -1,532 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: not reported; 2024Q4: not reported; 2025Q1: 5,795 shares; 2025Q2: 5,798 shares; 2025Q3: 6,107 shares; 2025Q4: 11,566 shares; 2026Q1: 10,947 shares 10,947 $1.94M 0.12% -619 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: not reported; 2024Q4: not reported; 2025Q1: 7,083 shares; 2025Q2: 7,038 shares; 2025Q3: 7,042 shares; 2025Q4: 7,009 shares; 2026Q1: 6,700 shares 6,700 $1.85M 0.11% -309 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: not reported; 2024Q4: not reported; 2025Q1: 1,797 shares; 2025Q2: 1,780 shares; 2025Q3: 1,686 shares; 2025Q4: 1,740 shares; 2026Q1: 1,785 shares 1,785 $1.84M 0.11% +45 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,064 shares; 2024Q4: 17,092 shares; 2025Q1: 16,567 shares; 2025Q2: 16,147 shares; 2025Q3: 14,151 shares; 2025Q4: 13,575 shares; 2026Q1: 12,257 shares 12,257 $1.77M 0.11% -1,318 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: 68,676 shares; 2024Q4: 65,899 shares; 2025Q1: 65,593 shares; 2025Q2: 64,753 shares; 2025Q3: 66,195 shares; 2025Q4: 65,190 shares; 2026Q1: 67,640 shares 67,640 $1.76M 0.1% +2,450 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,927 shares; 2025Q2: 7,328 shares; 2025Q3: 7,191 shares; 2025Q4: 7,453 shares; 2026Q1: 7,331 shares 7,331 $1.75M 0.1% -122 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: not reported; 2024Q4: not reported; 2025Q1: 6,212 shares; 2025Q2: 6,499 shares; 2025Q3: 6,214 shares; 2025Q4: 5,833 shares; 2026Q1: 5,503 shares 5,503 $1.66M 0.1% -330 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,830 shares; 2025Q2: 9,047 shares; 2025Q3: 9,133 shares; 2025Q4: 9,224 shares; 2026Q1: 9,287 shares 9,287 $1.65M 0.1% +63 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: not reported; 2024Q4: not reported; 2025Q1: 6,109 shares; 2025Q2: 6,213 shares; 2025Q3: 6,278 shares; 2025Q4: 6,332 shares; 2026Q1: 8,367 shares 8,367 $1.62M 0.1% +2,035 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: not reported; 2024Q4: not reported; 2025Q1: 17,769 shares; 2025Q2: 19,233 shares; 2025Q3: 18,494 shares; 2025Q4: 18,262 shares; 2026Q1: 18,362 shares 18,362 $1.56M 0.09% +100 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: 13,349 shares; 2024Q4: 14,939 shares; 2025Q1: 15,369 shares; 2025Q2: 15,900 shares; 2025Q3: 15,791 shares; 2025Q4: 16,277 shares; 2026Q1: 16,276 shares 16,276 $1.54M 0.09% -1 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,144 shares; 2025Q2: 5,144 shares; 2025Q3: 5,247 shares; 2025Q4: 5,247 shares; 2026Q1: 5,248 shares 5,248 $1.54M 0.09% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,423 shares; 2024Q4: 11,333 shares; 2025Q1: 11,009 shares; 2025Q2: 11,076 shares; 2025Q3: 11,014 shares; 2025Q4: 11,119 shares; 2026Q1: 10,249 shares 10,249 $1.53M 0.09% -870 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: not reported; 2024Q4: not reported; 2025Q1: 9,757 shares; 2025Q2: 9,775 shares; 2025Q3: 9,860 shares; 2025Q4: 9,874 shares; 2026Q1: 8,479 shares 8,479 $1.53M 0.09% -1,395 Timeline PDP 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: 11,607 shares; 2024Q4: 11,607 shares; 2025Q1: 11,607 shares; 2025Q2: 11,607 shares; 2025Q3: 10,712 shares; 2025Q4: 10,712 shares; 2026Q1: 10,712 shares 10,712 $1.52M 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,085 shares; 2025Q2: 8,011 shares; 2025Q3: 8,282 shares; 2025Q4: 8,027 shares; 2026Q1: 8,084 shares 8,084 $1.49M 0.09% +57 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: 12,942 shares; 2024Q4: not reported; 2025Q1: 6,399 shares; 2025Q2: 6,106 shares; 2025Q3: 5,948 shares; 2025Q4: 5,964 shares; 2026Q1: 5,579 shares 5,579 $1.48M 0.09% -385 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,651 shares; 2024Q4: 25,308 shares; 2025Q1: 25,034 shares; 2025Q2: 25,284 shares; 2025Q3: 29,612 shares; 2025Q4: 30,810 shares; 2026Q1: 39,743 shares 39,743 $1.41M 0.08% +8,933 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: not reported; 2024Q4: not reported; 2025Q1: 4,630 shares; 2025Q2: 4,457 shares; 2025Q3: 4,648 shares; 2025Q4: 4,254 shares; 2026Q1: 4,637 shares 4,637 $1.38M 0.08% +383 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: 15,302 shares; 2024Q4: 14,776 shares; 2025Q1: 15,048 shares; 2025Q2: 14,901 shares; 2025Q3: 15,115 shares; 2025Q4: 15,710 shares; 2026Q1: 15,710 shares 15,710 $1.38M 0.08% 0 Timeline DFSU 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: 26,761 shares; 2025Q1: 21,113 shares; 2025Q2: 19,646 shares; 2025Q3: 20,427 shares; 2025Q4: 28,968 shares; 2026Q1: 29,579 shares 29,579 $1.35M 0.08% +611 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,046 shares; 2025Q2: 1,129 shares; 2025Q3: 1,140 shares; 2025Q4: 1,193 shares; 2026Q1: 1,257 shares 1,257 $1.34M 0.08% +64 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: not reported; 2024Q4: not reported; 2025Q1: 5,681 shares; 2025Q2: 7,458 shares; 2025Q3: 6,489 shares; 2025Q4: 6,506 shares; 2026Q1: 6,545 shares 6,545 $1.33M 0.08% +39 Timeline AVSU 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: 7,529 shares; 2025Q2: 10,688 shares; 2025Q3: 12,935 shares; 2025Q4: 15,502 shares; 2026Q1: 15,590 shares 15,590 $1.32M 0.08% +88 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: 15,006 shares; 2024Q4: 15,335 shares; 2025Q1: 11,856 shares; 2025Q2: 11,319 shares; 2025Q3: 10,489 shares; 2025Q4: 8,935 shares; 2026Q1: 6,195 shares 6,195 $1.32M 0.08% -2,740 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: 15,713 shares; 2024Q4: 15,163 shares; 2025Q1: 16,393 shares; 2025Q2: 17,020 shares; 2025Q3: 16,964 shares; 2025Q4: 17,081 shares; 2026Q1: 16,282 shares 16,282 $1.3M 0.08% -799 Timeline RPG 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: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $1.27M 0.08% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,518 shares; 2024Q4: 71,077 shares; 2025Q1: 77,288 shares; 2025Q2: 75,594 shares; 2025Q3: 77,989 shares; 2025Q4: 78,354 shares; 2026Q1: 79,803 shares 79,803 $1.27M 0.08% +1,449 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: not reported; 2024Q4: not reported; 2025Q1: 3,829 shares; 2025Q2: 3,958 shares; 2025Q3: 4,024 shares; 2025Q4: 4,369 shares; 2026Q1: 4,304 shares 4,304 $1.27M 0.08% -65 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,080 shares; 2024Q4: 32,932 shares; 2025Q1: 32,412 shares; 2025Q2: 32,461 shares; 2025Q3: 32,523 shares; 2025Q4: 32,864 shares; 2026Q1: 28,819 shares 28,819 $1.26M 0.08% -4,045 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,721 shares; 2025Q2: 6,981 shares; 2025Q3: 6,683 shares; 2025Q4: 6,825 shares; 2026Q1: 6,661 shares 6,661 $1.23M 0.07% -164 Timeline DFLV 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: 25,470 shares; 2025Q2: 29,434 shares; 2025Q3: 29,434 shares; 2025Q4: 30,630 shares; 2026Q1: 30,630 shares 30,630 $1.17M 0.07% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,399 shares; 2025Q2: 8,327 shares; 2025Q3: 8,424 shares; 2025Q4: 8,339 shares; 2026Q1: 5,609 shares 5,609 $1.17M 0.07% -2,730 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 1,464 shares; 2026Q1: 1,477 shares 1,477 $1.17M 0.07% +13 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,440 shares; 2025Q2: 4,533 shares; 2025Q3: 4,680 shares; 2025Q4: 4,832 shares; 2026Q1: 4,905 shares 4,905 $1.15M 0.07% +73 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,796 shares; 2025Q2: 5,817 shares; 2025Q3: 5,881 shares; 2025Q4: 5,914 shares; 2026Q1: 6,094 shares 6,094 $1.15M 0.07% +180 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,095 shares; 2024Q4: 10,381 shares; 2025Q1: 10,787 shares; 2025Q2: 10,994 shares; 2025Q3: 11,204 shares; 2025Q4: 11,380 shares; 2026Q1: 10,625 shares 10,625 $1.13M 0.07% -755 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,046 shares; 2025Q2: 4,028 shares; 2025Q3: 3,808 shares; 2025Q4: 3,947 shares; 2026Q1: 3,690 shares 3,690 $1.13M 0.07% -257 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: not reported; 2024Q4: not reported; 2025Q1: 5,055 shares; 2025Q2: 5,046 shares; 2025Q3: 5,055 shares; 2025Q4: 4,816 shares; 2026Q1: 4,801 shares 4,801 $1.1M 0.07% -15 Timeline ENOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,355 shares; 2024Q4: 29,055 shares; 2025Q1: 29,055 shares; 2025Q2: 29,055 shares; 2025Q3: 29,055 shares; 2025Q4: 29,055 shares; 2026Q1: 29,055 shares 29,055 $1.09M 0.06% 0 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: 22,254 shares; 2024Q4: 22,254 shares; 2025Q1: 29,954 shares; 2025Q2: 19,231 shares; 2025Q3: 19,102 shares; 2025Q4: 19,694 shares; 2026Q1: 17,599 shares 17,599 $1.07M 0.06% -2,095 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,283 shares; 2024Q4: 51,285 shares; 2025Q1: 51,808 shares; 2025Q2: 52,821 shares; 2025Q3: 52,824 shares; 2025Q4: 52,828 shares; 2026Q1: 52,830 shares 52,830 $1.06M 0.06% +2 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,706 shares; 2024Q4: 18,695 shares; 2025Q1: 18,288 shares; 2025Q2: 20,428 shares; 2025Q3: 19,354 shares; 2025Q4: 20,523 shares; 2026Q1: 20,540 shares 20,540 $1.06M 0.06% +17 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,324 shares; 2024Q4: 36,585 shares; 2025Q1: 36,729 shares; 2025Q2: 36,792 shares; 2025Q3: 36,052 shares; 2025Q4: 36,135 shares; 2026Q1: 37,107 shares 37,107 $1.06M 0.06% +972 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: not reported; 2024Q4: not reported; 2025Q1: 2,461 shares; 2025Q2: 2,659 shares; 2025Q3: 2,543 shares; 2025Q4: 2,560 shares; 2026Q1: 2,601 shares 2,601 $1.06M 0.06% +41 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: not reported; 2024Q4: not reported; 2025Q1: 2,210 shares; 2025Q2: 2,350 shares; 2025Q3: 2,388 shares; 2025Q4: 2,410 shares; 2026Q1: 2,368 shares 2,368 $1.06M 0.06% -42 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,545 shares; 2025Q4: 23,703 shares; 2026Q1: 27,108 shares 27,108 $1.04M 0.06% +3,405 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: not reported; 2024Q4: not reported; 2025Q1: 7,066 shares; 2025Q2: 7,145 shares; 2025Q3: 7,701 shares; 2025Q4: 7,690 shares; 2026Q1: 6,854 shares 6,854 $1.02M 0.06% -836 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: not reported; 2024Q4: not reported; 2025Q1: 7,962 shares; 2025Q2: 8,051 shares; 2025Q3: 7,999 shares; 2025Q4: 8,081 shares; 2026Q1: 8,214 shares 8,214 $993K 0.06% +133 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,914 shares; 2025Q4: 6,935 shares; 2026Q1: 13,526 shares 13,526 $990K 0.06% +6,591 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: not reported; 2024Q4: not reported; 2025Q1: 6,382 shares; 2025Q2: 6,248 shares; 2025Q3: 6,291 shares; 2025Q4: 6,324 shares; 2026Q1: 5,933 shares 5,933 $985K 0.06% -391 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,742 shares; 2024Q4: 116,742 shares; 2025Q1: 116,646 shares; 2025Q2: 117,298 shares; 2025Q3: 116,827 shares; 2025Q4: 118,919 shares; 2026Q1: 118,425 shares 118,425 $959K 0.06% -494 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: not reported; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,435 shares 1,435 $958K 0.06% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,897 shares; 2025Q2: 2,128 shares; 2025Q3: 1,237 shares; 2025Q4: 1,348 shares; 2026Q1: 1,674 shares 1,674 $942K 0.06% +326 Timeline IEV 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: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $937K 0.06% 0 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: 23,714 shares; 2024Q4: 24,806 shares; 2025Q1: 22,671 shares; 2025Q2: 19,748 shares; 2025Q3: 18,717 shares; 2025Q4: 18,107 shares; 2026Q1: 13,244 shares 13,244 $935K 0.06% -4,863 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,388 shares; 2026Q1: 23,183 shares 23,183 $919K 0.05% +9,795 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: 15,424 shares; 2024Q4: 15,665 shares; 2025Q1: 5,929 shares; 2025Q2: 5,937 shares; 2025Q3: 5,373 shares; 2025Q4: 5,482 shares; 2026Q1: 3,770 shares 3,770 $912K 0.05% -1,712 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: not reported; 2025Q1: 8,200 shares; 2025Q2: 8,253 shares; 2025Q3: 10,223 shares; 2025Q4: 10,771 shares; 2026Q1: 10,933 shares 10,933 $907K 0.05% +162 Timeline AVSD 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: 6,977 shares; 2025Q2: 9,021 shares; 2025Q3: 9,295 shares; 2025Q4: 11,201 shares; 2026Q1: 11,351 shares 11,351 $904K 0.05% +150 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,299 shares; 2025Q2: 4,167 shares; 2025Q3: 3,999 shares; 2025Q4: 3,824 shares; 2026Q1: 3,160 shares 3,160 $903K 0.05% -664 Timeline EWD 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: 33,385 shares; 2024Q4: 17,685 shares; 2025Q1: 17,685 shares; 2025Q2: 17,685 shares; 2025Q3: 17,821 shares; 2025Q4: 17,685 shares; 2026Q1: 17,685 shares 17,685 $897K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,878 shares; 2025Q2: 2,859 shares; 2025Q3: 2,948 shares; 2025Q4: 3,339 shares; 2026Q1: 3,798 shares 3,798 $896K 0.05% +459 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,043 shares; 2024Q4: 19,087 shares; 2025Q1: 20,021 shares; 2025Q2: 20,375 shares; 2025Q3: 20,692 shares; 2025Q4: 20,861 shares; 2026Q1: 20,011 shares 20,011 $896K 0.05% -850 Timeline DFSI 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: 9,593 shares; 2025Q2: 11,929 shares; 2025Q3: 15,257 shares; 2025Q4: 18,471 shares; 2026Q1: 19,804 shares 19,804 $894K 0.05% +1,333 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,812 shares; 2025Q2: 6,140 shares; 2025Q3: 6,279 shares; 2025Q4: 6,888 shares; 2026Q1: 7,024 shares 7,024 $891K 0.05% +136 Timeline EWL 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: 31,880 shares; 2024Q4: 14,330 shares; 2025Q1: 14,330 shares; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares; 2025Q4: 14,330 shares; 2026Q1: 14,330 shares 14,330 $885K 0.05% 0 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,024 shares; 2025Q2: 8,059 shares; 2025Q3: 7,953 shares; 2025Q4: 8,106 shares; 2026Q1: 8,450 shares 8,450 $876K 0.05% +344 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,615 shares 4,615 $866K 0.05% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,989 shares; 2025Q2: 9,010 shares; 2025Q3: 8,954 shares; 2025Q4: 9,025 shares; 2026Q1: 9,058 shares 9,058 $864K 0.05% +33 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: 10,942 shares; 2025Q2: 11,442 shares; 2025Q3: 7,602 shares; 2025Q4: 7,232 shares; 2026Q1: 6,642 shares 6,642 $864K 0.05% -590 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: 12,404 shares; 2024Q4: 11,627 shares; 2025Q1: 12,476 shares; 2025Q2: 12,555 shares; 2025Q3: 12,340 shares; 2025Q4: 11,960 shares; 2026Q1: 10,181 shares 10,181 $853K 0.05% -1,779 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: not reported; 2024Q4: not reported; 2025Q1: 2,409 shares; 2025Q2: 2,437 shares; 2025Q3: 2,448 shares; 2025Q4: 2,488 shares; 2026Q1: 2,545 shares 2,545 $852K 0.05% +57 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: not reported; 2024Q4: not reported; 2025Q1: 2,680 shares; 2025Q2: 8,438 shares; 2025Q3: 8,438 shares; 2025Q4: 8,438 shares; 2026Q1: 8,768 shares 8,768 $852K 0.05% +330 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,763 shares; 2025Q2: 1,763 shares; 2025Q3: 1,708 shares; 2025Q4: 1,750 shares; 2026Q1: 6,832 shares 6,832 $849K 0.05% +5,082 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,980 shares; 2025Q2: 9,025 shares; 2025Q3: 9,119 shares; 2025Q4: 9,426 shares; 2026Q1: 6,834 shares 6,834 $848K 0.05% -2,592 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 950 shares; 2025Q3: 956 shares; 2025Q4: 967 shares; 2026Q1: 906 shares 906 $844K 0.05% -61 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,065 shares; 2024Q4: 32,214 shares; 2025Q1: 34,280 shares; 2025Q2: 34,291 shares; 2025Q3: 30,388 shares; 2025Q4: 29,378 shares; 2026Q1: 28,762 shares 28,762 $839K 0.05% -616 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,965 shares; 2024Q4: 167,425 shares; 2025Q1: 83,043 shares; 2025Q2: 70,522 shares; 2025Q3: 63,918 shares; 2025Q4: 59,398 shares; 2026Q1: 54,198 shares 54,198 $833K 0.05% -5,200 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,076 shares; 2024Q4: 11,863 shares; 2025Q1: 11,979 shares; 2025Q2: 12,225 shares; 2025Q3: 12,545 shares; 2025Q4: 12,962 shares; 2026Q1: 12,936 shares 12,936 $824K 0.05% -26 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: not reported; 2024Q4: not reported; 2025Q1: 1,628 shares; 2025Q2: 1,602 shares; 2025Q3: 1,627 shares; 2025Q4: 1,515 shares; 2026Q1: 1,562 shares 1,562 $812K 0.05% +47 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: 10,894 shares; 2024Q4: 10,255 shares; 2025Q1: 10,060 shares; 2025Q2: 9,549 shares; 2025Q3: 4,914 shares; 2025Q4: 4,525 shares; 2026Q1: 4,238 shares 4,238 $803K 0.05% -287 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,638 shares; 2025Q2: 6,148 shares; 2025Q3: 6,094 shares; 2025Q4: 6,158 shares; 2026Q1: 5,999 shares 5,999 $798K 0.05% -159 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,643 shares; 2025Q2: 4,406 shares; 2025Q3: 4,872 shares; 2025Q4: 5,669 shares; 2026Q1: 9,685 shares 9,685 $796K 0.05% +4,016 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: not reported; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 1,699 shares; 2025Q3: 1,723 shares; 2025Q4: 1,778 shares; 2026Q1: 1,805 shares 1,805 $780K 0.05% +27 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,196 shares; 2025Q2: 5,149 shares; 2025Q3: 5,194 shares; 2025Q4: 5,153 shares; 2026Q1: 4,876 shares 4,876 $775K 0.05% -277 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: 5,697 shares; 2025Q2: 5,878 shares; 2025Q3: 6,347 shares; 2025Q4: 6,285 shares; 2026Q1: 6,313 shares 6,313 $774K 0.05% +28 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: not reported; 2024Q4: not reported; 2025Q1: 9,418 shares; 2025Q2: 9,403 shares; 2025Q3: 9,518 shares; 2025Q4: 9,460 shares; 2026Q1: 9,088 shares 9,088 $772K 0.05% -372 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: 11,973 shares; 2024Q4: 15,987 shares; 2025Q1: 16,831 shares; 2025Q2: 16,161 shares; 2025Q3: 15,148 shares; 2025Q4: 15,891 shares; 2026Q1: 16,297 shares 16,297 $769K 0.05% +406 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: not reported; 2024Q4: not reported; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares 2,676 $769K 0.05% 0 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,477 shares; 2025Q2: 4,983 shares; 2025Q3: 4,982 shares; 2025Q4: 4,982 shares; 2026Q1: 4,982 shares 4,982 $766K 0.05% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,474 shares; 2025Q2: 5,506 shares; 2025Q3: 5,879 shares; 2025Q4: 5,835 shares; 2026Q1: 5,829 shares 5,829 $747K 0.04% -6 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: 35,485 shares; 2024Q4: 32,176 shares; 2025Q1: 33,345 shares; 2025Q2: 35,327 shares; 2025Q3: 34,354 shares; 2025Q4: 33,957 shares; 2026Q1: 29,845 shares 29,845 $738K 0.04% -4,112 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,518 shares; 2025Q2: 6,423 shares; 2025Q3: 6,530 shares; 2025Q4: 6,635 shares; 2026Q1: 6,896 shares 6,896 $732K 0.04% +261 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,703 shares; 2025Q2: 8,033 shares; 2025Q3: 8,186 shares; 2025Q4: 8,238 shares; 2026Q1: 8,043 shares 8,043 $729K 0.04% -195 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 13,017 shares; 2025Q1: 12,636 shares; 2025Q2: 12,585 shares; 2025Q3: 12,370 shares; 2025Q4: 12,360 shares; 2026Q1: 12,321 shares 12,321 $721K 0.04% -39 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: not reported; 2024Q4: not reported; 2025Q1: 5,508 shares; 2025Q2: 5,505 shares; 2025Q3: 5,193 shares; 2025Q4: 5,261 shares; 2026Q1: 4,678 shares 4,678 $718K 0.04% -583 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,553 shares; 2025Q2: 3,689 shares; 2025Q3: 3,831 shares; 2025Q4: 4,962 shares; 2026Q1: 5,156 shares 5,156 $714K 0.04% +194 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,394 shares; 2025Q2: 2,522 shares; 2025Q3: 2,526 shares; 2025Q4: 2,546 shares; 2026Q1: 2,560 shares 2,560 $713K 0.04% +14 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: 7,083 shares; 2025Q2: 7,092 shares; 2025Q3: 5,950 shares; 2025Q4: 5,988 shares; 2026Q1: 6,044 shares 6,044 $712K 0.04% +56 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,391 shares; 2025Q4: 1,626 shares; 2026Q1: 1,469 shares 1,469 $711K 0.04% -157 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME 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: 104,640 shares; 2025Q3: 104,640 shares; 2025Q4: 127,250 shares; 2026Q1: 127,250 shares 127,250 $696K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,177 shares; 2025Q2: 3,184 shares; 2025Q3: 3,248 shares; 2025Q4: 3,252 shares; 2026Q1: 3,276 shares 3,276 $695K 0.04% +24 Timeline EDEN 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: 14,575 shares; 2024Q4: not reported; 2025Q1: 6,145 shares; 2025Q2: 6,145 shares; 2025Q3: 6,145 shares; 2025Q4: 6,145 shares; 2026Q1: 6,145 shares 6,145 $693K 0.04% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,096 shares; 2025Q2: 3,269 shares; 2025Q3: 3,307 shares; 2025Q4: 3,072 shares; 2026Q1: 3,440 shares 3,440 $691K 0.04% +368 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: not reported; 2024Q4: not reported; 2025Q1: 1,417 shares; 2025Q2: 1,384 shares; 2025Q3: 1,353 shares; 2025Q4: 1,342 shares; 2026Q1: 1,334 shares 1,334 $685K 0.04% -8 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL 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: 68,819 shares 68,819 $682K 0.04% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,736 shares; 2024Q4: 33,516 shares; 2025Q1: 33,399 shares; 2025Q2: 34,223 shares; 2025Q3: 34,785 shares; 2025Q4: 35,841 shares; 2026Q1: 36,573 shares 36,573 $681K 0.04% +732 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,671 shares; 2025Q2: 5,044 shares; 2025Q3: 4,937 shares; 2025Q4: 4,478 shares; 2026Q1: 4,197 shares 4,197 $675K 0.04% -281 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: not reported; 2024Q4: not reported; 2025Q1: 1,979 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares 1,975 $674K 0.04% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,087 shares; 2025Q2: 9,187 shares; 2025Q3: 9,239 shares; 2025Q4: 9,438 shares; 2026Q1: 10,374 shares 10,374 $667K 0.04% +936 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: not reported; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 2,542 shares; 2025Q3: 2,661 shares; 2025Q4: 2,631 shares; 2026Q1: 2,914 shares 2,914 $664K 0.04% +283 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,776 shares; 2025Q2: 3,909 shares; 2025Q3: 4,537 shares; 2025Q4: 4,535 shares; 2026Q1: 4,522 shares 4,522 $659K 0.04% -13 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: not reported; 2024Q4: not reported; 2025Q1: 1,099 shares; 2025Q2: 1,139 shares; 2025Q3: 1,140 shares; 2025Q4: 1,132 shares; 2026Q1: 1,152 shares 1,152 $659K 0.04% +20 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: 2,087 shares; 2025Q3: 2,228 shares; 2025Q4: 2,253 shares; 2026Q1: 2,224 shares 2,224 $656K 0.04% -29 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,877 shares; 2024Q4: 26,013 shares; 2025Q1: 26,101 shares; 2025Q2: 26,343 shares; 2025Q3: 25,820 shares; 2025Q4: 25,452 shares; 2026Q1: 25,308 shares 25,308 $650K 0.04% -144 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,193 shares; 2025Q2: 4,524 shares; 2025Q3: 4,538 shares; 2025Q4: 4,510 shares; 2026Q1: 4,535 shares 4,535 $641K 0.04% +25 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,900 shares; 2024Q4: 46,144 shares; 2025Q1: 28,351 shares; 2025Q2: 27,393 shares; 2025Q3: 25,867 shares; 2025Q4: 25,887 shares; 2026Q1: 22,791 shares 22,791 $622K 0.04% -3,096 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,044 shares; 2024Q4: 26,337 shares; 2025Q1: 27,300 shares; 2025Q2: 27,196 shares; 2025Q3: 27,767 shares; 2025Q4: 28,889 shares; 2026Q1: 27,199 shares 27,199 $620K 0.04% -1,690 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: not reported; 2024Q4: not reported; 2025Q1: 2,988 shares; 2025Q2: 3,022 shares; 2025Q3: 3,158 shares; 2025Q4: 3,106 shares; 2026Q1: 2,877 shares 2,877 $620K 0.04% -229 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,679 shares; 2025Q2: 6,514 shares; 2025Q3: 6,859 shares; 2025Q4: 6,915 shares; 2026Q1: 6,752 shares 6,752 $616K 0.04% -163 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,424 shares; 2025Q2: 6,644 shares; 2025Q3: 6,786 shares; 2025Q4: 8,153 shares; 2026Q1: 8,240 shares 8,240 $616K 0.04% +87 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: not reported; 2024Q4: not reported; 2025Q1: 2,702 shares; 2025Q2: 5,633 shares; 2025Q3: 5,599 shares; 2025Q4: 5,499 shares; 2026Q1: 5,540 shares 5,540 $614K 0.04% +41 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,707 shares; 2025Q2: 4,532 shares; 2025Q3: 4,263 shares; 2025Q4: 4,193 shares; 2026Q1: 4,027 shares 4,027 $614K 0.04% -166 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 3,276 shares; 2025Q3: 3,484 shares; 2025Q4: 3,528 shares; 2026Q1: 3,264 shares 3,264 $610K 0.04% -264 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,223 shares; 2025Q2: 4,927 shares; 2025Q3: 5,869 shares; 2025Q4: 6,193 shares; 2026Q1: 6,687 shares 6,687 $607K 0.04% +494 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: not reported; 2024Q4: not reported; 2025Q1: 1,952 shares; 2025Q2: 1,921 shares; 2025Q3: 1,955 shares; 2025Q4: 1,933 shares; 2026Q1: 1,476 shares 1,476 $600K 0.04% -457 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,198 shares; 2025Q2: 4,313 shares; 2025Q3: 4,371 shares; 2025Q4: 4,425 shares; 2026Q1: 4,342 shares 4,342 $598K 0.04% -83 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 226 shares; 2025Q3: 229 shares; 2025Q4: 228 shares; 2026Q1: 191 shares 191 $597K 0.04% -37 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,037 shares; 2024Q4: 42,989 shares; 2025Q1: 42,989 shares; 2025Q2: 43,197 shares; 2025Q3: 43,179 shares; 2025Q4: 43,167 shares; 2026Q1: 43,152 shares 43,152 $588K 0.04% -15 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,950 shares; 2024Q4: 24,950 shares; 2025Q1: 24,937 shares; 2025Q2: 24,818 shares; 2025Q3: 25,099 shares; 2025Q4: 25,457 shares; 2026Q1: 25,576 shares 25,576 $584K 0.03% +119 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,925 shares; 2025Q2: 3,932 shares; 2025Q3: 3,903 shares; 2025Q4: 3,977 shares; 2026Q1: 2,967 shares 2,967 $581K 0.03% -1,010 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: 1,622 shares; 2025Q2: 3,028 shares; 2025Q3: 3,053 shares; 2025Q4: 3,110 shares; 2026Q1: 3,219 shares 3,219 $580K 0.03% +109 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 7,447 shares; 2025Q3: 6,954 shares; 2025Q4: 7,153 shares; 2026Q1: 6,961 shares 6,961 $578K 0.03% -192 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: not reported; 2024Q4: not reported; 2025Q1: 9,317 shares; 2025Q2: 9,676 shares; 2025Q3: 6,312 shares; 2025Q4: 6,092 shares; 2026Q1: 5,469 shares 5,469 $578K 0.03% -623 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,770 shares; 2024Q4: 67,770 shares; 2025Q1: 92,770 shares; 2025Q2: 92,770 shares; 2025Q3: 92,770 shares; 2025Q4: 92,770 shares; 2026Q1: 92,770 shares 92,770 $571K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,407 shares; 2025Q2: 6,941 shares; 2025Q3: 6,491 shares; 2025Q4: 6,474 shares; 2026Q1: 6,614 shares 6,614 $570K 0.03% +140 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,644 shares; 2025Q2: 3,930 shares; 2025Q3: 5,074 shares; 2025Q4: 5,300 shares; 2026Q1: 4,092 shares 4,092 $568K 0.03% -1,208 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: 2,065 shares; 2025Q2: 2,103 shares; 2025Q3: 2,112 shares; 2025Q4: 1,959 shares; 2026Q1: 1,977 shares 1,977 $565K 0.03% +18 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,866 shares; 2024Q4: 24,180 shares; 2025Q1: 24,076 shares; 2025Q2: 24,221 shares; 2025Q3: 24,126 shares; 2025Q4: 24,656 shares; 2026Q1: 25,274 shares 25,274 $564K 0.03% +618 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,603 shares; 2025Q2: 6,797 shares; 2025Q3: 8,415 shares; 2025Q4: 9,362 shares; 2026Q1: 16,873 shares 16,873 $560K 0.03% +7,511 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: not reported; 2024Q4: not reported; 2025Q1: 1,838 shares; 2025Q2: 1,862 shares; 2025Q3: 1,944 shares; 2025Q4: 1,941 shares; 2026Q1: 1,959 shares 1,959 $559K 0.03% +18 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,266 shares; 2024Q4: 14,279 shares; 2025Q1: 14,498 shares; 2025Q2: 14,428 shares; 2025Q3: 13,820 shares; 2025Q4: 14,205 shares; 2026Q1: 12,033 shares 12,033 $557K 0.03% -2,172 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: not reported; 2024Q4: not reported; 2025Q1: 3,338 shares; 2025Q2: 3,302 shares; 2025Q3: 3,099 shares; 2025Q4: 3,281 shares; 2026Q1: 2,720 shares 2,720 $549K 0.03% -561 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 403 shares; 2025Q3: 471 shares; 2025Q4: 477 shares; 2026Q1: 515 shares 515 $540K 0.03% +38 Timeline XBI 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: 4,933 shares; 2025Q2: 4,236 shares; 2025Q3: 3,958 shares; 2025Q4: 3,958 shares; 2026Q1: 3,958 shares 3,958 $538K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,323 shares 1,323 $535K 0.03% +318 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: not reported; 2024Q4: not reported; 2025Q1: 6,934 shares; 2025Q2: 7,464 shares; 2025Q3: 7,659 shares; 2025Q4: 7,787 shares; 2026Q1: 7,265 shares 7,265 $529K 0.03% -522 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,953 shares; 2025Q2: 6,051 shares; 2025Q3: 6,091 shares; 2025Q4: 6,153 shares; 2026Q1: 6,176 shares 6,176 $526K 0.03% +23 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,186 shares; 2024Q4: not reported; 2025Q1: 35,633 shares; 2025Q2: 35,633 shares; 2025Q3: 35,633 shares; 2025Q4: 50,633 shares; 2026Q1: 50,633 shares 50,633 $526K 0.03% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,316 shares; 2025Q3: 2,363 shares; 2025Q4: 2,151 shares; 2026Q1: 2,210 shares 2,210 $520K 0.03% +59 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 12,392 shares; 2025Q1: 11,945 shares; 2025Q2: 12,560 shares; 2025Q3: 11,596 shares; 2025Q4: 11,756 shares; 2026Q1: 11,007 shares 11,007 $518K 0.03% -749 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,089 shares; 2025Q2: 3,083 shares; 2025Q3: 3,148 shares; 2025Q4: 3,189 shares; 2026Q1: 2,596 shares 2,596 $515K 0.03% -593 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,992 shares; 2025Q2: 9,542 shares; 2025Q3: 9,556 shares; 2025Q4: 9,653 shares; 2026Q1: 9,587 shares 9,587 $512K 0.03% -66 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,514 shares; 2025Q2: 3,539 shares; 2025Q3: 3,546 shares; 2025Q4: 3,561 shares; 2026Q1: 3,614 shares 3,614 $511K 0.03% +53 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,610 shares; 2025Q2: 9,768 shares; 2025Q3: 9,928 shares; 2025Q4: 10,051 shares; 2026Q1: 9,586 shares 9,586 $508K 0.03% -465 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: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,394 shares; 2025Q3: 2,300 shares; 2025Q4: 2,325 shares; 2026Q1: 2,316 shares 2,316 $503K 0.03% -9 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,113 shares; 2025Q2: 1,097 shares; 2025Q3: 1,069 shares; 2025Q4: 1,076 shares; 2026Q1: 1,109 shares 1,109 $503K 0.03% +33 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,736 shares; 2025Q2: 6,231 shares; 2025Q3: 6,657 shares; 2025Q4: 6,790 shares; 2026Q1: 6,385 shares 6,385 $502K 0.03% -405 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: not reported; 2024Q4: not reported; 2025Q1: 4,746 shares; 2025Q2: 4,748 shares; 2025Q3: 4,751 shares; 2025Q4: 4,690 shares; 2026Q1: 3,817 shares 3,817 $499K 0.03% -873 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,489 shares; 2025Q2: 1,481 shares; 2025Q3: 1,524 shares; 2025Q4: 1,545 shares; 2026Q1: 1,591 shares 1,591 $498K 0.03% +46 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 9,826 shares 9,826 $497K 0.03% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,958 shares; 2025Q2: 6,744 shares; 2025Q3: 6,744 shares; 2025Q4: 6,744 shares; 2026Q1: 6,799 shares 6,799 $497K 0.03% +55 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,486 shares; 2025Q2: 3,068 shares; 2025Q3: 3,027 shares; 2025Q4: 3,041 shares; 2026Q1: 3,071 shares 3,071 $496K 0.03% +30 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: 5,204 shares; 2025Q2: 6,184 shares; 2025Q3: 6,238 shares; 2025Q4: 6,327 shares; 2026Q1: 5,949 shares 5,949 $496K 0.03% -378 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: not reported; 2024Q4: not reported; 2025Q1: 3,301 shares; 2025Q2: not reported; 2025Q3: 4,008 shares; 2025Q4: 4,090 shares; 2026Q1: 4,414 shares 4,414 $495K 0.03% +324 Timeline VONV 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: 4,448 shares; 2025Q2: 4,448 shares; 2025Q3: 4,448 shares; 2025Q4: 4,448 shares; 2026Q1: 4,802 shares 4,802 $494K 0.03% +354 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: not reported; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 1,658 shares; 2025Q3: 1,679 shares; 2025Q4: 1,641 shares; 2026Q1: 1,324 shares 1,324 $492K 0.03% -317 Timeline AVSC 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: 7,916 shares; 2025Q2: 8,319 shares; 2025Q3: 8,016 shares; 2025Q4: 7,688 shares; 2026Q1: 7,240 shares 7,240 $486K 0.03% -448 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,093 shares; 2025Q1: 31,973 shares; 2025Q2: 35,632 shares; 2025Q3: 34,244 shares; 2025Q4: 33,240 shares; 2026Q1: 37,404 shares 37,404 $486K 0.03% +4,164 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,375 shares; 2025Q2: 2,436 shares; 2025Q3: 2,533 shares; 2025Q4: 2,448 shares; 2026Q1: 2,472 shares 2,472 $484K 0.03% +24 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 522 shares; 2025Q2: 554 shares; 2025Q3: 567 shares; 2025Q4: 582 shares; 2026Q1: 545 shares 545 $479K 0.03% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,921 shares; 2025Q3: 3,898 shares; 2025Q4: 3,898 shares; 2026Q1: 9,385 shares 9,385 $479K 0.03% +5,487 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,084 shares; 2025Q2: 1,166 shares; 2025Q3: 1,170 shares; 2025Q4: 1,185 shares; 2026Q1: 1,158 shares 1,158 $478K 0.03% -27 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,102 shares; 2024Q4: 76,102 shares; 2025Q1: 76,102 shares; 2025Q2: 76,102 shares; 2025Q3: 76,102 shares; 2025Q4: 76,102 shares; 2026Q1: 76,102 shares 76,102 $478K 0.03% 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: 14,081 shares; 2024Q4: 13,324 shares; 2025Q1: 10,379 shares; 2025Q2: 8,753 shares; 2025Q3: 8,607 shares; 2025Q4: 8,312 shares; 2026Q1: 7,968 shares 7,968 $478K 0.03% -344 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,550 shares; 2025Q2: 3,546 shares; 2025Q3: 3,595 shares; 2025Q4: 4,244 shares; 2026Q1: 3,570 shares 3,570 $473K 0.03% -674 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,709 shares; 2025Q3: 2,931 shares; 2025Q4: 3,247 shares; 2026Q1: 2,661 shares 2,661 $473K 0.03% -586 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,395 shares; 2024Q4: 18,458 shares; 2025Q1: 18,041 shares; 2025Q2: 17,641 shares; 2025Q3: 15,741 shares; 2025Q4: 14,324 shares; 2026Q1: 14,255 shares 14,255 $472K 0.03% -69 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: not reported; 2024Q4: not reported; 2025Q1: 1,341 shares; 2025Q2: 1,368 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,394 shares 1,394 $470K 0.03% +6 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,051 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,064 shares 1,064 $466K 0.03% -21 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,143 shares; 2025Q2: 3,045 shares; 2025Q3: 3,388 shares; 2025Q4: 3,499 shares; 2026Q1: 3,232 shares 3,232 $459K 0.03% -267 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 19,913 shares; 2025Q1: 18,414 shares; 2025Q2: 16,527 shares; 2025Q3: 16,071 shares; 2025Q4: 16,071 shares; 2026Q1: 6,806 shares 6,806 $457K 0.03% -9,265 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: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 5,336 shares; 2025Q3: 5,437 shares; 2025Q4: 5,214 shares; 2026Q1: 5,130 shares 5,130 $457K 0.03% -84 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 5,799 shares; 2025Q3: 6,133 shares; 2025Q4: not reported; 2026Q1: 10,100 shares 10,100 $456K 0.03% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 3,653 shares; 2025Q3: 3,738 shares; 2025Q4: 3,718 shares; 2026Q1: 3,851 shares 3,851 $449K 0.03% +133 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,661 shares; 2024Q4: 16,428 shares; 2025Q1: 16,688 shares; 2025Q2: 16,985 shares; 2025Q3: 15,560 shares; 2025Q4: 15,422 shares; 2026Q1: 16,300 shares 16,300 $444K 0.03% +878 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 940 shares; 2025Q2: 972 shares; 2025Q3: 962 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960 $443K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,308 shares; 2025Q2: 3,472 shares; 2025Q3: 3,598 shares; 2025Q4: 3,779 shares; 2026Q1: 3,695 shares 3,695 $442K 0.03% -84 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 14,650 shares; 2025Q1: 6,828 shares; 2025Q2: 9,374 shares; 2025Q3: 9,374 shares; 2025Q4: 9,374 shares; 2026Q1: 8,270 shares 8,270 $442K 0.03% -1,104 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,858 shares; 2024Q4: 21,906 shares; 2025Q1: 21,249 shares; 2025Q2: 20,251 shares; 2025Q3: 7,135 shares; 2025Q4: 6,048 shares; 2026Q1: 5,825 shares 5,825 $441K 0.03% -223 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: not reported; 2024Q4: not reported; 2025Q1: 4,223 shares; 2025Q2: 4,554 shares; 2025Q3: 2,884 shares; 2025Q4: 3,073 shares; 2026Q1: 2,647 shares 2,647 $439K 0.03% -426 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,471 shares; 2025Q2: 9,038 shares; 2025Q3: 9,615 shares; 2025Q4: 9,665 shares; 2026Q1: 10,081 shares 10,081 $439K 0.03% +416 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 7,970 shares; 2025Q4: 10,941 shares; 2026Q1: 4,407 shares 4,407 $438K 0.03% -6,534 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: 564 shares; 2025Q2: 594 shares; 2025Q3: 626 shares; 2025Q4: 635 shares; 2026Q1: 596 shares 596 $434K 0.03% -39 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: not reported; 2024Q4: not reported; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 4,121 shares; 2025Q4: 4,121 shares; 2026Q1: 4,121 shares 4,121 $432K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,853 shares; 2025Q2: 2,854 shares; 2025Q3: 2,742 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares 2,742 $432K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 115 shares; 2025Q3: 110 shares; 2025Q4: not reported; 2026Q1: 295 shares 295 $429K 0.03% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,937 shares; 2025Q2: 2,098 shares; 2025Q3: 2,047 shares; 2025Q4: 2,359 shares; 2026Q1: 2,091 shares 2,091 $427K 0.03% -268 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,793 shares; 2025Q2: 3,925 shares; 2025Q3: 4,142 shares; 2025Q4: 4,405 shares; 2026Q1: 4,318 shares 4,318 $424K 0.03% -87 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,372 shares; 2025Q2: 2,548 shares; 2025Q3: 2,519 shares; 2025Q4: 2,521 shares; 2026Q1: 2,707 shares 2,707 $422K 0.03% +186 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,205 shares; 2025Q2: 5,641 shares; 2025Q3: 5,671 shares; 2025Q4: 5,894 shares; 2026Q1: 5,583 shares 5,583 $421K 0.03% -311 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,109 shares; 2025Q3: 1,197 shares; 2025Q4: 1,233 shares; 2026Q1: 1,207 shares 1,207 $421K 0.03% -26 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 724 shares 724 $418K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,566 shares; 2025Q2: 3,615 shares; 2025Q3: 3,598 shares; 2025Q4: 3,623 shares; 2026Q1: 3,622 shares 3,622 $417K 0.02% -1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,461 shares; 2025Q3: 1,644 shares; 2025Q4: 1,779 shares; 2026Q1: 1,987 shares 1,987 $417K 0.02% +208 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,323 shares; 2025Q2: 17,377 shares; 2025Q3: 17,801 shares; 2025Q4: 18,724 shares; 2026Q1: 19,003 shares 19,003 $414K 0.02% +279 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 3,237 shares; 2025Q3: 3,414 shares; 2025Q4: 3,375 shares; 2026Q1: 3,583 shares 3,583 $413K 0.02% +208 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 952 shares; 2025Q3: 989 shares; 2025Q4: 1,042 shares; 2026Q1: 956 shares 956 $413K 0.02% -86 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 883 shares; 2025Q3: 890 shares; 2025Q4: 892 shares; 2026Q1: 2,715 shares 2,715 $413K 0.02% +1,823 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: 17,729 shares; 2024Q4: 17,509 shares; 2025Q1: 15,627 shares; 2025Q2: 14,367 shares; 2025Q3: 12,924 shares; 2025Q4: 17,217 shares; 2026Q1: 16,474 shares 16,474 $411K 0.02% -743 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,458 shares; 2025Q2: 7,096 shares; 2025Q3: 7,503 shares; 2025Q4: 7,386 shares; 2026Q1: 6,233 shares 6,233 $407K 0.02% -1,153 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 424 shares; 2025Q2: 214 shares; 2025Q3: 229 shares; 2025Q4: 749 shares; 2026Q1: 1,058 shares 1,058 $407K 0.02% +309 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: not reported; 2024Q4: not reported; 2025Q1: 3,098 shares; 2025Q2: 3,243 shares; 2025Q3: 2,806 shares; 2025Q4: 2,965 shares; 2026Q1: 2,436 shares 2,436 $405K 0.02% -529 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,048 shares; 2025Q2: 2,070 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 1,866 shares 1,866 $402K 0.02% -189 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: not reported; 2024Q4: not reported; 2025Q1: 7,968 shares; 2025Q2: 6,738 shares; 2025Q3: 6,837 shares; 2025Q4: 7,162 shares; 2026Q1: 7,288 shares 7,288 $402K 0.02% +126 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,483 shares; 2025Q2: 5,394 shares; 2025Q3: 6,101 shares; 2025Q4: 6,244 shares; 2026Q1: 6,509 shares 6,509 $400K 0.02% +265 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,610 shares; 2025Q2: 4,385 shares; 2025Q3: 4,506 shares; 2025Q4: 5,943 shares; 2026Q1: 3,946 shares 3,946 $398K 0.02% -1,997 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 243 shares; 2026Q1: 247 shares 247 $394K 0.02% +4 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,450 shares; 2025Q2: 29,045 shares; 2025Q3: 29,479 shares; 2025Q4: 30,182 shares; 2026Q1: 32,986 shares 32,986 $394K 0.02% +2,804 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,281 shares; 2025Q2: 6,808 shares; 2025Q3: 6,452 shares; 2025Q4: 6,488 shares; 2026Q1: 5,826 shares 5,826 $386K 0.02% -662 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 668 shares; 2025Q2: 769 shares; 2025Q3: 725 shares; 2025Q4: 753 shares; 2026Q1: 752 shares 752 $383K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: 8,492 shares; 2025Q2: 8,495 shares; 2025Q3: 7,844 shares; 2025Q4: 7,875 shares; 2026Q1: 8,187 shares 8,187 $382K 0.02% +312 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: 4,238 shares; 2025Q2: 4,262 shares; 2025Q3: 4,473 shares; 2025Q4: 4,435 shares; 2026Q1: 4,323 shares 4,323 $381K 0.02% -112 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019 shares 1,019 $377K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,073 shares; 2025Q2: 1,314 shares; 2025Q3: 1,334 shares; 2025Q4: 1,348 shares; 2026Q1: 1,365 shares 1,365 $375K 0.02% +17 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,681 shares; 2025Q1: 39,315 shares; 2025Q2: 38,598 shares; 2025Q3: 38,738 shares; 2025Q4: 41,356 shares; 2026Q1: 42,051 shares 42,051 $374K 0.02% +695 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY 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: 13,687 shares; 2025Q4: 12,898 shares; 2026Q1: 12,334 shares 12,334 $366K 0.02% -564 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,262 shares; 2025Q2: 2,303 shares; 2025Q3: 2,311 shares; 2025Q4: 2,314 shares; 2026Q1: 1,757 shares 1,757 $364K 0.02% -557 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 11,225 shares; 2025Q1: 11,463 shares; 2025Q2: 11,231 shares; 2025Q3: 10,817 shares; 2025Q4: 11,084 shares; 2026Q1: 11,404 shares 11,404 $361K 0.02% +320 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,034 shares; 2025Q4: 5,519 shares; 2026Q1: 5,801 shares 5,801 $357K 0.02% +282 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,937 shares; 2026Q1: 6,562 shares 6,562 $357K 0.02% -375 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: 2,672 shares; 2025Q2: 2,739 shares; 2025Q3: 2,775 shares; 2025Q4: 2,762 shares; 2026Q1: 2,333 shares 2,333 $354K 0.02% -429 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,913 shares; 2025Q2: 2,996 shares; 2025Q3: 2,623 shares; 2025Q4: 2,652 shares; 2026Q1: 2,599 shares 2,599 $354K 0.02% -53 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,220 shares; 2025Q3: 2,213 shares; 2025Q4: 2,216 shares; 2026Q1: 2,457 shares 2,457 $353K 0.02% +241 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,679 shares; 2025Q2: 4,651 shares; 2025Q3: 4,218 shares; 2025Q4: 4,125 shares; 2026Q1: 4,097 shares 4,097 $351K 0.02% -28 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 3,748 shares; 2025Q4: 3,748 shares; 2026Q1: 3,748 shares 3,748 $349K 0.02% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 977 shares; 2026Q1: 2,239 shares 2,239 $349K 0.02% +1,262 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: not reported; 2024Q4: not reported; 2025Q1: 3,474 shares; 2025Q2: 3,238 shares; 2025Q3: 3,330 shares; 2025Q4: 3,075 shares; 2026Q1: 3,241 shares 3,241 $349K 0.02% +166 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,644 shares; 2025Q3: 1,646 shares; 2025Q4: 1,675 shares; 2026Q1: 1,697 shares 1,697 $349K 0.02% +22 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,158 shares; 2025Q2: 1,137 shares; 2025Q3: 1,159 shares; 2025Q4: 1,176 shares; 2026Q1: 1,178 shares 1,178 $348K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,866 shares; 2025Q3: 8,203 shares; 2025Q4: 8,401 shares; 2026Q1: 8,675 shares 8,675 $346K 0.02% +274 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,893 shares; 2025Q4: 2,036 shares; 2026Q1: 1,801 shares 1,801 $346K 0.02% -235 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: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 646 shares; 2025Q3: 670 shares; 2025Q4: 735 shares; 2026Q1: 745 shares 745 $345K 0.02% +10 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,955 shares; 2025Q2: 3,035 shares; 2025Q3: 2,949 shares; 2025Q4: 2,894 shares; 2026Q1: 2,412 shares 2,412 $343K 0.02% -482 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,872 shares; 2025Q2: 2,877 shares; 2025Q3: 2,869 shares; 2025Q4: 2,869 shares; 2026Q1: 2,275 shares 2,275 $342K 0.02% -594 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: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares 1,854 $342K 0.02% 0 Timeline DFAU 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: 8,655 shares; 2025Q2: 8,667 shares; 2025Q3: 8,402 shares; 2025Q4: 8,058 shares; 2026Q1: 6,702 shares 6,702 $342K 0.02% -1,356 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,360 shares 5,360 $340K 0.02% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,036 shares; 2024Q4: 13,053 shares; 2025Q1: 13,062 shares; 2025Q2: 13,146 shares; 2025Q3: 13,299 shares; 2025Q4: 13,224 shares; 2026Q1: 13,371 shares 13,371 $339K 0.02% +147 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,987 shares; 2025Q2: 5,987 shares; 2025Q3: 6,500 shares; 2025Q4: 5,987 shares; 2026Q1: 5,987 shares 5,987 $333K 0.02% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,618 shares; 2025Q2: 5,639 shares; 2025Q3: 6,364 shares; 2025Q4: 6,609 shares; 2026Q1: 5,892 shares 5,892 $331K 0.02% -717 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,661 shares; 2025Q2: 3,647 shares; 2025Q3: 3,836 shares; 2025Q4: 3,849 shares; 2026Q1: 3,139 shares 3,139 $330K 0.02% -710 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: not reported; 2024Q4: not reported; 2025Q1: 2,249 shares; 2025Q2: 2,419 shares; 2025Q3: 1,988 shares; 2025Q4: 2,259 shares; 2026Q1: 2,198 shares 2,198 $328K 0.02% -61 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: not reported; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: 1,571 shares; 2025Q3: 1,591 shares; 2025Q4: 1,599 shares; 2026Q1: 1,441 shares 1,441 $327K 0.02% -158 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,832 shares; 2026Q1: 4,935 shares 4,935 $326K 0.02% +103 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,142 shares; 2024Q4: 30,608 shares; 2025Q1: 32,513 shares; 2025Q2: 36,135 shares; 2025Q3: 36,004 shares; 2025Q4: 33,350 shares; 2026Q1: 27,481 shares 27,481 $326K 0.02% -5,869 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,570 shares; 2025Q3: 1,800 shares; 2025Q4: not reported; 2026Q1: 1,666 shares 1,666 $325K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 877 shares; 2026Q1: 870 shares 870 $322K 0.02% -7 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: not reported; 2024Q4: not reported; 2025Q1: 5,357 shares; 2025Q2: 5,337 shares; 2025Q3: 5,187 shares; 2025Q4: 5,287 shares; 2026Q1: 5,284 shares 5,284 $321K 0.02% -3 Timeline DFSE 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: 6,474 shares; 2026Q1: 6,517 shares 6,517 $321K 0.02% +43 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,533 shares; 2025Q2: 1,567 shares; 2025Q3: 1,650 shares; 2025Q4: 1,628 shares; 2026Q1: 1,429 shares 1,429 $321K 0.02% -199 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: 11,066 shares; 2024Q4: not reported; 2025Q1: 9,372 shares; 2025Q2: 10,706 shares; 2025Q3: 8,915 shares; 2025Q4: 9,361 shares; 2026Q1: 7,647 shares 7,647 $320K 0.02% -1,714 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,345 shares; 2025Q2: 3,349 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares; 2026Q1: 3,354 shares 3,354 $319K 0.02% -6 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,063 shares; 2025Q2: 1,064 shares; 2025Q3: 1,047 shares; 2025Q4: 1,049 shares; 2026Q1: 957 shares 957 $319K 0.02% -92 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 3,954 shares; 2025Q3: 3,973 shares; 2025Q4: 4,113 shares; 2026Q1: 4,082 shares 4,082 $319K 0.02% -31 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,355 shares; 2025Q2: 3,537 shares; 2025Q3: 3,709 shares; 2025Q4: 3,836 shares; 2026Q1: 4,064 shares 4,064 $314K 0.02% +228 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: not reported; 2024Q4: not reported; 2025Q1: 2,499 shares; 2025Q2: 2,076 shares; 2025Q3: 1,993 shares; 2025Q4: 2,036 shares; 2026Q1: 2,108 shares 2,108 $311K 0.02% +72 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,044 shares; 2025Q2: 8,057 shares; 2025Q3: 8,057 shares; 2025Q4: 8,044 shares; 2026Q1: 8,028 shares 8,028 $309K 0.02% -16 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: not reported; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 5,288 shares; 2025Q3: 5,310 shares; 2025Q4: 5,450 shares; 2026Q1: 5,583 shares 5,583 $308K 0.02% +133 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,697 shares; 2025Q2: 7,697 shares; 2025Q3: 7,550 shares; 2025Q4: 8,013 shares; 2026Q1: 7,879 shares 7,879 $307K 0.02% -134 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 386 shares; 2026Q1: 391 shares 391 $305K 0.02% +5 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,186 shares; 2025Q2: 2,224 shares; 2025Q3: 2,451 shares; 2025Q4: 2,442 shares; 2026Q1: 2,522 shares 2,522 $304K 0.02% +80 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,184 shares; 2026Q1: 5,855 shares 5,855 $303K 0.02% +671 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,286 shares; 2025Q2: 7,286 shares; 2025Q3: 7,286 shares; 2025Q4: 5,959 shares; 2026Q1: 5,959 shares 5,959 $302K 0.02% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 2,527 shares; 2025Q3: 2,573 shares; 2025Q4: 2,571 shares; 2026Q1: 2,511 shares 2,511 $301K 0.02% -60 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,385 shares; 2025Q2: 6,950 shares; 2025Q3: 5,775 shares; 2025Q4: 5,034 shares; 2026Q1: 5,018 shares 5,018 $300K 0.02% -16 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,041 shares; 2025Q2: 4,091 shares; 2025Q3: 4,323 shares; 2025Q4: 4,694 shares; 2026Q1: 5,162 shares 5,162 $300K 0.02% +468 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,813 shares; 2025Q4: 1,844 shares; 2026Q1: 1,945 shares 1,945 $295K 0.02% +101 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,723 shares; 2024Q4: 12,681 shares; 2025Q1: 12,755 shares; 2025Q2: 12,813 shares; 2025Q3: 13,107 shares; 2025Q4: 12,979 shares; 2026Q1: 13,213 shares 13,213 $292K 0.02% +234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,815 shares 2,815 $290K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 3,258 shares; 2025Q3: not reported; 2025Q4: 3,269 shares; 2026Q1: 3,198 shares 3,198 $290K 0.02% -71 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 3,185 shares; 2025Q3: 3,264 shares; 2025Q4: 3,402 shares; 2026Q1: 2,624 shares 2,624 $289K 0.02% -778 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 3,250 shares 3,250 $288K 0.02% +2,600 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: not reported; 2024Q4: not reported; 2025Q1: 1,561 shares; 2025Q2: 1,926 shares; 2025Q3: 1,921 shares; 2025Q4: 1,913 shares; 2026Q1: 1,960 shares 1,960 $288K 0.02% +47 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,545 shares; 2025Q4: 5,458 shares; 2026Q1: 5,638 shares 5,638 $287K 0.02% +180 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: 375 shares; 2025Q4: 381 shares; 2026Q1: 383 shares 383 $286K 0.02% +2 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,513 shares; 2025Q3: 9,542 shares; 2025Q4: 9,413 shares; 2026Q1: 9,601 shares 9,601 $285K 0.02% +188 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,416 shares 14,416 $282K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 464 shares; 2025Q2: 497 shares; 2025Q3: 514 shares; 2025Q4: 511 shares; 2026Q1: 505 shares 505 $279K 0.02% -6 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,072 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares 1,010 $277K 0.02% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,232 shares 2,232 $276K 0.02% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,041 shares; 2024Q4: 190,996 shares; 2025Q1: 171,842 shares; 2025Q2: 181,567 shares; 2025Q3: 175,386 shares; 2025Q4: 193,496 shares; 2026Q1: 151,191 shares 151,191 $275K 0.02% -42,305 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 3,888 shares; 2025Q4: 3,905 shares; 2026Q1: 3,595 shares 3,595 $275K 0.02% -310 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: not reported; 2024Q4: not reported; 2025Q1: 146,969 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,474 shares 5,474 $274K 0.02% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 4,011 shares; 2025Q3: 4,256 shares; 2025Q4: 5,005 shares; 2026Q1: 3,717 shares 3,717 $271K 0.02% -1,288 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: not reported; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: 7,277 shares; 2025Q3: 7,963 shares; 2025Q4: 8,317 shares; 2026Q1: 8,237 shares 8,237 $269K 0.02% -80 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 338 shares; 2026Q1: 334 shares 334 $268K 0.02% -4 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 3,998 shares; 2026Q1: 3,983 shares 3,983 $268K 0.02% -15 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,218 shares; 2025Q2: 9,883 shares; 2025Q3: 9,345 shares; 2025Q4: 7,757 shares; 2026Q1: 7,759 shares 7,759 $266K 0.02% +2 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,273 shares; 2025Q2: 6,220 shares; 2025Q3: 5,392 shares; 2025Q4: 4,636 shares; 2026Q1: 6,228 shares 6,228 $264K 0.02% +1,592 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 12,716 shares; 2025Q3: 11,409 shares; 2025Q4: 11,318 shares; 2026Q1: 8,499 shares 8,499 $262K 0.02% -2,819 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 582 shares; 2025Q3: 640 shares; 2025Q4: 634 shares; 2026Q1: 575 shares 575 $261K 0.02% -59 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: not reported; 2024Q4: not reported; 2025Q1: 5,173 shares; 2025Q2: 5,206 shares; 2025Q3: 5,254 shares; 2025Q4: 5,368 shares; 2026Q1: 5,421 shares 5,421 $260K 0.02% +53 Timeline DXJ 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: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $257K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,046 shares; 2025Q2: 1,000 shares; 2025Q3: 880 shares; 2025Q4: 872 shares; 2026Q1: 869 shares 869 $256K 0.02% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 2,870 shares; 2025Q4: not reported; 2026Q1: 3,193 shares 3,193 $256K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,283 shares; 2025Q3: 1,355 shares; 2025Q4: 1,443 shares; 2026Q1: 924 shares 924 $252K 0.02% -519 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,613 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,612 shares; 2026Q1: 2,612 shares 2,612 $251K 0.01% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,343 shares; 2025Q2: not reported; 2025Q3: 6,418 shares; 2025Q4: not reported; 2026Q1: 7,425 shares 7,425 $251K 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: 3,134 shares; 2025Q2: 3,294 shares; 2025Q3: 3,443 shares; 2025Q4: 3,428 shares; 2026Q1: 3,641 shares 3,641 $250K 0.01% +213 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 5,276 shares 5,276 $249K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,572 shares; 2026Q1: 6,795 shares 6,795 $248K 0.01% +223 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,167 shares; 2025Q2: 1,037 shares; 2025Q3: 1,131 shares; 2025Q4: 1,103 shares; 2026Q1: 808 shares 808 $246K 0.01% -295 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: 466 shares; 2025Q3: 482 shares; 2025Q4: 465 shares; 2026Q1: 489 shares 489 $244K 0.01% +24 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,212 shares; 2026Q1: 1,223 shares 1,223 $243K 0.01% +11 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,137 shares; 2025Q2: 2,367 shares; 2025Q3: 2,421 shares; 2025Q4: 2,515 shares; 2026Q1: 2,424 shares 2,424 $241K 0.01% -91 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,674 shares; 2025Q3: 2,637 shares; 2025Q4: 2,552 shares; 2026Q1: 1,820 shares 1,820 $240K 0.01% -732 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares 2,530 $239K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 2,417 shares; 2025Q3: 2,368 shares; 2025Q4: 2,389 shares; 2026Q1: 2,717 shares 2,717 $239K 0.01% +328 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV 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: 18,351 shares; 2026Q1: 17,640 shares 17,640 $234K 0.01% -711 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV 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: 2,903 shares 2,903 $233K 0.01% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $232K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 778 shares; 2025Q3: 857 shares; 2025Q4: 909 shares; 2026Q1: 948 shares 948 $232K 0.01% +39 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,318 shares; 2025Q3: 2,333 shares; 2025Q4: not reported; 2026Q1: 2,261 shares 2,261 $230K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 126 shares 126 $230K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233 shares; 2026Q1: 193 shares 193 $230K 0.01% -40 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,157 shares; 2026Q1: 2,587 shares 2,587 $228K 0.01% +430 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 547 shares; 2025Q3: 543 shares; 2025Q4: 483 shares; 2026Q1: 524 shares 524 $226K 0.01% +41 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322 shares; 2026Q1: 319 shares 319 $225K 0.01% -3 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,715 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,794 shares 3,794 $225K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 1,289 shares; 2025Q3: 1,397 shares; 2025Q4: 1,460 shares; 2026Q1: 1,307 shares 1,307 $225K 0.01% -153 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 7,076 shares; 2026Q1: 8,242 shares 8,242 $225K 0.01% +1,166 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares; 2026Q1: 2,579 shares 2,579 $224K 0.01% +35 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: not reported; 2024Q4: not reported; 2025Q1: 1,522 shares; 2025Q2: 1,519 shares; 2025Q3: 1,479 shares; 2025Q4: 1,466 shares; 2026Q1: 1,388 shares 1,388 $222K 0.01% -78 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 826 shares; 2025Q2: 853 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 590 shares 590 $221K 0.01% -260 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,002 shares 5,002 $221K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,667 shares; 2025Q2: 1,734 shares; 2025Q3: 1,787 shares; 2025Q4: 1,791 shares; 2026Q1: 1,787 shares 1,787 $221K 0.01% -4 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,705 shares; 2025Q2: 8,658 shares; 2025Q3: 17,633 shares; 2025Q4: 17,013 shares; 2026Q1: 9,228 shares 9,228 $220K 0.01% -7,785 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: 2,577 shares; 2025Q3: 2,702 shares; 2025Q4: 2,475 shares; 2026Q1: 2,711 shares 2,711 $219K 0.01% +236 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236 shares 236 $218K 0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,012 shares 6,012 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 2,640 shares 2,640 $218K 0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,938 shares; 2025Q3: 4,588 shares; 2025Q4: 4,588 shares; 2026Q1: 3,888 shares 3,888 $217K 0.01% -700 Timeline IX ORIX CORP More: the full row for ORIX 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: 5,714 shares 5,714 $217K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,701 shares; 2025Q2: 2,866 shares; 2025Q3: 3,362 shares; 2025Q4: 3,705 shares; 2026Q1: 2,843 shares 2,843 $217K 0.01% -862 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,528 shares; 2026Q1: 4,114 shares 4,114 $217K 0.01% -414 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 471 shares 471 $214K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 837 shares 837 $213K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 572 shares; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 592 shares; 2026Q1: 528 shares 528 $211K 0.01% -64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares; 2026Q1: 1,557 shares 1,557 $211K 0.01% -8 Timeline FFIV F5 INC More: the full row for F5 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: 589 shares 589 $211K 0.01% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares 1,630 $210K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,005 shares; 2025Q3: 1,054 shares; 2025Q4: 1,011 shares; 2026Q1: 936 shares 936 $209K 0.01% -75 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 2,748 shares; 2026Q1: 2,753 shares 2,753 $207K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776 shares 776 $206K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY 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: 1,827 shares 1,827 $206K 0.01% new 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: not reported; 2026Q1: 3,067 shares 3,067 $205K 0.01% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,088 shares; 2026Q1: 25,317 shares 25,317 $205K 0.01% -1,771 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,085 shares 9,085 $204K 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares 1,386 $204K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK 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: 904 shares 904 $203K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,278 shares 7,278 $203K 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: 887 shares 887 $202K 0.01% new Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,577 shares; 2026Q1: 4,004 shares 4,004 $202K 0.01% -573 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,726 shares 3,726 $202K 0.01% new Timeline LXRX LEXICON PHARMACEUTICALS INC More: the full row for LEXICON PHARMACEUTICALS 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: 82,209 shares 82,209 $201K 0.01% new Timeline DLN 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: 3,152 shares; 2025Q2: 2,911 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,112 shares 2,112 $200K 0.01% new Timeline