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: 152,611 shares; 2024Q4: 159,277 shares; 2025Q1: 155,579 shares; 2025Q2: 164,595 shares; 2025Q3: 172,587 shares; 2025Q4: 172,108 shares; 2026Q1: 168,499 shares 168,499 $110M 5.34% -3,609 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: 973,391 shares; 2024Q4: 1,122,300 shares; 2025Q1: 1,174,115 shares; 2025Q2: 1,231,360 shares; 2025Q3: 1,258,068 shares; 2025Q4: 1,299,013 shares; 2026Q1: 1,346,630 shares 1,346,630 $99.2M 4.81% +47,617 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: 447,534 shares; 2024Q4: 463,133 shares; 2025Q1: 402,328 shares; 2025Q2: 372,877 shares; 2025Q3: 369,013 shares; 2025Q4: 370,978 shares; 2026Q1: 368,981 shares 368,981 $93.6M 4.54% -1,997 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: 186,452 shares; 2024Q4: 183,333 shares; 2025Q1: 174,183 shares; 2025Q2: 176,166 shares; 2025Q3: 174,384 shares; 2025Q4: 175,515 shares; 2026Q1: 177,696 shares 177,696 $65.8M 3.19% +2,181 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,371 shares; 2024Q4: 245,447 shares; 2025Q1: 217,277 shares; 2025Q2: 234,572 shares; 2025Q3: 258,491 shares; 2025Q4: 262,960 shares; 2026Q1: 258,769 shares 258,769 $64.4M 3.12% -4,191 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: 609,801 shares; 2024Q4: 668,370 shares; 2025Q1: 704,962 shares; 2025Q2: 791,710 shares; 2025Q3: 856,134 shares; 2025Q4: 915,172 shares; 2026Q1: 907,001 shares 907,001 $58.1M 2.82% -8,171 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: 212,563 shares; 2024Q4: 214,819 shares; 2025Q1: 183,815 shares; 2025Q2: 187,619 shares; 2025Q3: 188,921 shares; 2025Q4: 186,472 shares; 2026Q1: 156,288 shares 156,288 $44.9M 2.18% -30,184 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: 147,191 shares; 2024Q4: 141,960 shares; 2025Q1: 130,879 shares; 2025Q2: 134,002 shares; 2025Q3: 135,608 shares; 2025Q4: 137,311 shares; 2026Q1: 132,448 shares 132,448 $39M 1.89% -4,863 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: 68,559 shares; 2024Q4: 67,720 shares; 2025Q1: 64,428 shares; 2025Q2: 66,024 shares; 2025Q3: 66,635 shares; 2025Q4: 65,150 shares; 2026Q1: 64,527 shares 64,527 $30.9M 1.5% -623 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: 405,863 shares; 2024Q4: 399,674 shares; 2025Q1: 386,046 shares; 2025Q2: 398,130 shares; 2025Q3: 410,253 shares; 2025Q4: 406,898 shares; 2026Q1: 376,373 shares 376,373 $29.2M 1.42% -30,525 Timeline QUAL 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: 148,302 shares; 2024Q4: 165,284 shares; 2025Q1: 166,416 shares; 2025Q2: 172,820 shares; 2025Q3: 171,835 shares; 2025Q4: 159,213 shares; 2026Q1: 142,886 shares 142,886 $27.4M 1.33% -16,327 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: 249,857 shares; 2024Q4: 242,538 shares; 2025Q1: 243,061 shares; 2025Q2: 240,079 shares; 2025Q3: 242,692 shares; 2025Q4: 230,574 shares; 2026Q1: 222,405 shares 222,405 $26.8M 1.3% -8,169 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: 132,354 shares; 2024Q4: 129,038 shares; 2025Q1: 114,716 shares; 2025Q2: 113,539 shares; 2025Q3: 112,326 shares; 2025Q4: 110,679 shares; 2026Q1: 104,464 shares 104,464 $25.5M 1.24% -6,215 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: 82,269 shares; 2024Q4: 90,303 shares; 2025Q1: 94,827 shares; 2025Q2: 101,136 shares; 2025Q3: 103,639 shares; 2025Q4: 102,874 shares; 2026Q1: 94,823 shares 94,823 $24.4M 1.18% -8,051 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: 477,708 shares; 2024Q4: 476,442 shares; 2025Q1: 473,049 shares; 2025Q2: 492,206 shares; 2025Q3: 504,354 shares; 2025Q4: 497,477 shares; 2026Q1: 481,263 shares 481,263 $24.4M 1.18% -16,214 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,489 shares; 2024Q4: 138,431 shares; 2025Q1: 121,100 shares; 2025Q2: 124,683 shares; 2025Q3: 123,402 shares; 2025Q4: 121,023 shares; 2026Q1: 115,278 shares 115,278 $24M 1.17% -5,745 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,904 shares; 2024Q4: 79,886 shares; 2025Q1: 53,940 shares; 2025Q2: 57,735 shares; 2025Q3: 71,625 shares; 2025Q4: 164,769 shares; 2026Q1: 239,690 shares 239,690 $23.8M 1.15% +74,921 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: 146,403 shares; 2024Q4: 145,318 shares; 2025Q1: 139,526 shares; 2025Q2: 143,513 shares; 2025Q3: 143,620 shares; 2025Q4: 140,904 shares; 2026Q1: 119,621 shares 119,621 $23.1M 1.12% -21,283 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: 25,395 shares; 2024Q4: 25,446 shares; 2025Q1: 22,302 shares; 2025Q2: 23,133 shares; 2025Q3: 21,873 shares; 2025Q4: 23,406 shares; 2026Q1: 35,087 shares 35,087 $22.8M 1.11% +11,681 Timeline IWX 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: 152,306 shares; 2024Q4: 167,688 shares; 2025Q1: 190,435 shares; 2025Q2: 221,662 shares; 2025Q3: 249,128 shares; 2025Q4: 257,834 shares; 2026Q1: 242,458 shares 242,458 $22.5M 1.09% -15,376 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: 25,205 shares; 2024Q4: 26,574 shares; 2025Q1: 22,052 shares; 2025Q2: 22,478 shares; 2025Q3: 26,768 shares; 2025Q4: 33,295 shares; 2026Q1: 52,623 shares 52,623 $22.4M 1.09% +19,328 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,766 shares; 2024Q4: 59,542 shares; 2025Q1: 72,496 shares; 2025Q2: 88,220 shares; 2025Q3: 95,012 shares; 2025Q4: 104,659 shares; 2026Q1: 108,479 shares 108,479 $20M 0.97% +3,820 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: 134,872 shares; 2024Q4: 123,625 shares; 2025Q1: 109,873 shares; 2025Q2: 114,758 shares; 2025Q3: 119,595 shares; 2025Q4: 122,203 shares; 2026Q1: 117,120 shares 117,120 $19.9M 0.96% -5,083 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: 15,503 shares; 2024Q4: 15,741 shares; 2025Q1: 13,273 shares; 2025Q2: 13,607 shares; 2025Q3: 13,450 shares; 2025Q4: 13,409 shares; 2026Q1: 12,598 shares 12,598 $18.5M 0.9% -811 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: 218,319 shares; 2024Q4: 214,176 shares; 2025Q1: 160,900 shares; 2025Q2: 163,003 shares; 2025Q3: 168,696 shares; 2025Q4: 139,287 shares; 2026Q1: 140,108 shares 140,108 $18.3M 0.89% +821 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,484 shares; 2024Q4: 93,282 shares; 2025Q1: 86,716 shares; 2025Q2: 91,811 shares; 2025Q3: 91,868 shares; 2025Q4: 141,403 shares; 2026Q1: 122,179 shares 122,179 $18.1M 0.88% -19,224 Timeline SCZ 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: 85,781 shares; 2024Q4: 96,434 shares; 2025Q1: 114,962 shares; 2025Q2: 127,749 shares; 2025Q3: 164,832 shares; 2025Q4: 199,856 shares; 2026Q1: 230,756 shares 230,756 $18.1M 0.88% +30,900 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: 99,000 shares; 2024Q4: 91,765 shares; 2025Q1: 78,539 shares; 2025Q2: 78,347 shares; 2025Q3: 76,601 shares; 2025Q4: 127,837 shares; 2026Q1: 124,401 shares 124,401 $18M 0.87% -3,436 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: 76,387 shares; 2024Q4: 81,046 shares; 2025Q1: 64,190 shares; 2025Q2: 66,453 shares; 2025Q3: 65,392 shares; 2025Q4: 61,977 shares; 2026Q1: 60,643 shares 60,643 $17.4M 0.84% -1,334 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: 82,575 shares; 2024Q4: 81,986 shares; 2025Q1: 82,546 shares; 2025Q2: 88,961 shares; 2025Q3: 89,579 shares; 2025Q4: 82,732 shares; 2026Q1: 81,349 shares 81,349 $16.8M 0.82% -1,383 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: 17,568 shares; 2024Q4: 17,657 shares; 2025Q1: 13,540 shares; 2025Q2: 14,315 shares; 2025Q3: 23,664 shares; 2025Q4: 39,631 shares; 2026Q1: 72,792 shares 72,792 $15.6M 0.75% +33,161 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: 26,191 shares; 2024Q4: 24,608 shares; 2025Q1: 25,632 shares; 2025Q2: 33,763 shares; 2025Q3: 50,629 shares; 2025Q4: 73,190 shares; 2026Q1: 159,967 shares 159,967 $15.5M 0.75% +86,777 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: 141,650 shares; 2024Q4: 140,780 shares; 2025Q1: 123,528 shares; 2025Q2: 123,180 shares; 2025Q3: 122,725 shares; 2025Q4: 123,758 shares; 2026Q1: 115,773 shares 115,773 $15.3M 0.74% -7,985 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 9,100 shares; 2025Q1: 289,773 shares; 2025Q2: 300,126 shares; 2025Q3: 311,790 shares; 2025Q4: 309,809 shares; 2026Q1: 306,449 shares 306,449 $14.7M 0.71% -3,360 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: 72,406 shares; 2024Q4: 73,314 shares; 2025Q1: 74,956 shares; 2025Q2: 77,837 shares; 2025Q3: 82,806 shares; 2025Q4: 77,533 shares; 2026Q1: 76,202 shares 76,202 $14.4M 0.7% -1,331 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: 46,261 shares; 2024Q4: 45,829 shares; 2025Q1: 47,991 shares; 2025Q2: 47,753 shares; 2025Q3: 47,807 shares; 2025Q4: 46,721 shares; 2026Q1: 46,353 shares 46,353 $14.4M 0.7% -368 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: 41,994 shares; 2024Q4: 40,376 shares; 2025Q1: 47,615 shares; 2025Q2: 48,881 shares; 2025Q3: 48,806 shares; 2025Q4: 49,643 shares; 2026Q1: 48,366 shares 48,366 $14.3M 0.69% -1,277 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: 246,432 shares; 2024Q4: 229,819 shares; 2025Q1: 119,661 shares; 2025Q2: 120,678 shares; 2025Q3: 107,643 shares; 2025Q4: 99,223 shares; 2026Q1: 97,018 shares 97,018 $14.3M 0.69% -2,205 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,229 shares; 2024Q4: 52,608 shares; 2025Q1: 44,620 shares; 2025Q2: 45,290 shares; 2025Q3: 46,040 shares; 2025Q4: 45,260 shares; 2026Q1: 43,224 shares 43,224 $14.2M 0.69% -2,036 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: 25,446 shares; 2024Q4: 26,789 shares; 2025Q1: 19,573 shares; 2025Q2: 21,346 shares; 2025Q3: 21,875 shares; 2025Q4: 23,390 shares; 2026Q1: 23,919 shares 23,919 $13.7M 0.66% +529 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: 73,208 shares; 2024Q4: 70,794 shares; 2025Q1: 72,752 shares; 2025Q2: 57,408 shares; 2025Q3: 57,643 shares; 2025Q4: 56,174 shares; 2026Q1: 55,857 shares 55,857 $13.5M 0.66% -317 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: 66,754 shares; 2024Q4: 122,676 shares; 2025Q1: 40,661 shares; 2025Q2: 52,922 shares; 2025Q3: 65,616 shares; 2025Q4: 79,516 shares; 2026Q1: 74,844 shares 74,844 $13.1M 0.63% -4,672 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: 116,208 shares; 2024Q4: 120,816 shares; 2025Q1: 93,039 shares; 2025Q2: 93,289 shares; 2025Q3: 94,518 shares; 2025Q4: 94,182 shares; 2026Q1: 81,070 shares 81,070 $12.9M 0.63% -13,112 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,994 shares; 2024Q4: 77,714 shares; 2025Q1: 73,987 shares; 2025Q2: 74,126 shares; 2025Q3: 73,403 shares; 2025Q4: 74,001 shares; 2026Q1: 70,700 shares 70,700 $12.9M 0.62% -3,301 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: 25,906 shares; 2024Q4: 27,106 shares; 2025Q1: 27,049 shares; 2025Q2: 20,537 shares; 2025Q3: 20,804 shares; 2025Q4: 21,387 shares; 2026Q1: 21,488 shares 21,488 $12.8M 0.62% +101 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,929 shares; 2024Q4: 300,578 shares; 2025Q1: 312,808 shares; 2025Q2: 287,009 shares; 2025Q3: 262,679 shares; 2025Q4: 235,545 shares; 2026Q1: 203,645 shares 203,645 $12.7M 0.62% -31,900 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: 70,503 shares; 2024Q4: 62,046 shares; 2025Q1: 61,670 shares; 2025Q2: 60,774 shares; 2025Q3: 60,824 shares; 2025Q4: 59,036 shares; 2026Q1: 58,803 shares 58,803 $12.6M 0.61% -233 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: 8,262 shares; 2024Q4: 5,649 shares; 2025Q1: 117,034 shares; 2025Q2: 126,846 shares; 2025Q3: 150,977 shares; 2025Q4: 164,040 shares; 2026Q1: 214,119 shares 214,119 $12.2M 0.59% +50,079 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: 134,045 shares; 2024Q4: 129,777 shares; 2025Q1: 129,926 shares; 2025Q2: 141,126 shares; 2025Q3: 140,525 shares; 2025Q4: 138,215 shares; 2026Q1: 138,019 shares 138,019 $12M 0.58% -196 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: 12,430 shares; 2024Q4: 12,160 shares; 2025Q1: 11,376 shares; 2025Q2: 15,168 shares; 2025Q3: 21,039 shares; 2025Q4: 20,913 shares; 2026Q1: 20,212 shares 20,212 $11.7M 0.57% -701 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: 105,753 shares; 2024Q4: 92,726 shares; 2025Q1: 75,564 shares; 2025Q2: 76,338 shares; 2025Q3: 74,466 shares; 2025Q4: 75,257 shares; 2026Q1: 150,798 shares 150,798 $11.5M 0.56% +75,541 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: 230,302 shares; 2024Q4: 229,445 shares; 2025Q1: 243,787 shares; 2025Q2: 252,437 shares; 2025Q3: 253,364 shares; 2025Q4: 240,036 shares; 2026Q1: 239,950 shares 239,950 $11M 0.54% -86 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,493 shares; 2025Q1: 10,765 shares; 2025Q2: 11,466 shares; 2025Q3: 11,619 shares; 2025Q4: 11,528 shares; 2026Q1: 11,152 shares 11,152 $10.7M 0.52% -376 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,293 shares; 2024Q4: 198,024 shares; 2025Q1: 203,218 shares; 2025Q2: 215,942 shares; 2025Q3: 220,680 shares; 2025Q4: 212,715 shares; 2026Q1: 209,592 shares 209,592 $10.6M 0.52% -3,123 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,078 shares; 2024Q4: 127,697 shares; 2025Q1: 126,399 shares; 2025Q2: 130,784 shares; 2025Q3: 132,212 shares; 2025Q4: 129,607 shares; 2026Q1: 129,453 shares 129,453 $10.6M 0.51% -154 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,150 shares; 2024Q4: 94,779 shares; 2025Q1: 92,896 shares; 2025Q2: 95,550 shares; 2025Q3: 92,047 shares; 2025Q4: 184,231 shares; 2026Q1: 172,955 shares 172,955 $10.6M 0.51% -11,276 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: 103,283 shares; 2024Q4: 102,309 shares; 2025Q1: 109,989 shares; 2025Q2: 111,466 shares; 2025Q3: 107,933 shares; 2025Q4: 103,508 shares; 2026Q1: 102,022 shares 102,022 $10.5M 0.51% -1,486 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,176 shares; 2025Q4: 89,627 shares; 2026Q1: 87,245 shares 87,245 $10.4M 0.5% -2,382 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: 294,414 shares; 2024Q4: 310,379 shares; 2025Q1: 323,446 shares; 2025Q2: 327,329 shares; 2025Q3: 332,342 shares; 2025Q4: 325,530 shares; 2026Q1: 356,698 shares 356,698 $10.3M 0.5% +31,168 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,060 shares; 2024Q4: 84,346 shares; 2025Q1: 90,735 shares; 2025Q2: 123,955 shares; 2025Q3: 133,405 shares; 2025Q4: 131,681 shares; 2026Q1: 132,025 shares 132,025 $9.96M 0.48% +344 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: 6,059 shares; 2024Q4: 6,602 shares; 2025Q1: 17,223 shares; 2025Q2: 27,839 shares; 2025Q3: 34,820 shares; 2025Q4: 35,186 shares; 2026Q1: 31,946 shares 31,946 $9.89M 0.48% -3,240 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: 38,098 shares; 2024Q4: 38,600 shares; 2025Q1: 37,575 shares; 2025Q2: 39,663 shares; 2025Q3: 40,058 shares; 2025Q4: 39,017 shares; 2026Q1: 30,713 shares 30,713 $9.77M 0.47% -8,304 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,162 shares; 2024Q4: 79,947 shares; 2025Q1: 77,025 shares; 2025Q2: 81,801 shares; 2025Q3: 94,552 shares; 2025Q4: 108,632 shares; 2026Q1: 120,791 shares 120,791 $9.58M 0.46% +12,159 Timeline RSP 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: 29,955 shares; 2024Q4: 27,423 shares; 2025Q1: 27,991 shares; 2025Q2: 43,882 shares; 2025Q3: 45,135 shares; 2025Q4: 46,469 shares; 2026Q1: 49,184 shares 49,184 $9.44M 0.46% +2,715 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,363 shares; 2024Q4: 130,089 shares; 2025Q1: 130,885 shares; 2025Q2: 132,640 shares; 2025Q3: 135,893 shares; 2025Q4: 138,546 shares; 2026Q1: 138,215 shares 138,215 $9.34M 0.45% -331 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: 163,514 shares; 2024Q4: 159,367 shares; 2025Q1: 161,655 shares; 2025Q2: 160,410 shares; 2025Q3: 161,757 shares; 2025Q4: 155,615 shares; 2026Q1: 156,202 shares 156,202 $9M 0.44% +587 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: 132,654 shares; 2024Q4: 145,570 shares; 2025Q1: 163,425 shares; 2025Q2: 183,506 shares; 2025Q3: 188,749 shares; 2025Q4: 170,656 shares; 2026Q1: 173,792 shares 173,792 $8.72M 0.42% +3,136 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 149,334 shares; 2025Q4: 151,155 shares; 2026Q1: 153,934 shares 153,934 $8.62M 0.42% +2,779 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,075 shares; 2024Q4: 84,456 shares; 2025Q1: 84,789 shares; 2025Q2: 84,683 shares; 2025Q3: 84,550 shares; 2025Q4: 84,394 shares; 2026Q1: 83,841 shares 83,841 $8.44M 0.41% -553 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,962 shares; 2024Q4: 60,807 shares; 2025Q1: 60,876 shares; 2025Q2: 66,824 shares; 2025Q3: 69,184 shares; 2025Q4: 66,082 shares; 2026Q1: 66,271 shares 66,271 $8.43M 0.41% +189 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: 31,764 shares; 2024Q4: 30,621 shares; 2025Q1: 24,374 shares; 2025Q2: 25,274 shares; 2025Q3: 23,744 shares; 2025Q4: 22,620 shares; 2026Q1: 27,324 shares 27,324 $8.26M 0.4% +4,704 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: 66,382 shares; 2024Q4: 64,792 shares; 2025Q1: 52,970 shares; 2025Q2: 52,957 shares; 2025Q3: 53,224 shares; 2025Q4: 53,544 shares; 2026Q1: 52,608 shares 52,608 $8.17M 0.4% -936 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: 4,403 shares; 2024Q4: 4,221 shares; 2025Q1: 5,940 shares; 2025Q2: 10,093 shares; 2025Q3: 12,523 shares; 2025Q4: 16,530 shares; 2026Q1: 17,873 shares 17,873 $7.69M 0.37% +1,343 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,409 shares; 2024Q4: 40,288 shares; 2025Q1: 39,751 shares; 2025Q2: 39,452 shares; 2025Q3: 39,314 shares; 2025Q4: 38,896 shares; 2026Q1: 55,402 shares 55,402 $7.34M 0.36% +16,506 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,151 shares; 2024Q4: 8,939 shares; 2025Q1: 40,205 shares; 2025Q2: 34,016 shares; 2025Q3: 48,647 shares; 2025Q4: 39,258 shares; 2026Q1: 45,815 shares 45,815 $7.2M 0.35% +6,557 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: 38,255 shares; 2024Q4: 33,843 shares; 2025Q1: 30,249 shares; 2025Q2: 28,789 shares; 2025Q3: 31,000 shares; 2025Q4: 27,789 shares; 2026Q1: 25,781 shares 25,781 $6.98M 0.34% -2,008 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203,358 shares; 2025Q1: 286,357 shares; 2025Q2: 314,360 shares; 2025Q3: 321,698 shares; 2025Q4: 291,783 shares; 2026Q1: 310,364 shares 310,364 $6.97M 0.34% +18,581 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: 2,078 shares; 2024Q4: 2,756 shares; 2025Q1: 2,977 shares; 2025Q2: 2,878 shares; 2025Q3: 2,719 shares; 2025Q4: 2,231 shares; 2026Q1: 24,179 shares 24,179 $6.94M 0.34% +21,948 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,329 shares; 2025Q1: 1,065 shares; 2025Q2: 1,187 shares; 2025Q3: 3,340 shares; 2025Q4: 2,619 shares; 2026Q1: 15,495 shares 15,495 $6.7M 0.33% +12,876 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,898 shares; 2024Q4: 71,309 shares; 2025Q1: 87,979 shares; 2025Q2: 104,710 shares; 2025Q3: 108,293 shares; 2025Q4: 108,317 shares; 2026Q1: 108,373 shares 108,373 $6.7M 0.33% +56 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,770 shares; 2024Q4: 89,317 shares; 2025Q1: 88,446 shares; 2025Q2: 96,031 shares; 2025Q3: 96,861 shares; 2025Q4: 90,543 shares; 2026Q1: 91,311 shares 91,311 $6.51M 0.32% +768 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,680 shares; 2024Q4: 71,300 shares; 2025Q1: 62,090 shares; 2025Q2: 53,270 shares; 2025Q3: 59,739 shares; 2025Q4: 63,578 shares; 2026Q1: 60,206 shares 60,206 $6.42M 0.31% -3,372 Timeline VPU 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: 34,323 shares; 2024Q4: 33,731 shares; 2025Q1: 33,545 shares; 2025Q2: 32,762 shares; 2025Q3: 32,753 shares; 2025Q4: 32,580 shares; 2026Q1: 31,838 shares 31,838 $6.31M 0.31% -742 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: 13,516 shares; 2024Q4: 16,646 shares; 2025Q1: 17,523 shares; 2025Q2: 18,613 shares; 2025Q3: 17,805 shares; 2025Q4: 18,405 shares; 2026Q1: 18,451 shares 18,451 $6.31M 0.31% +46 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,371 shares; 2024Q4: 53,902 shares; 2025Q1: 51,260 shares; 2025Q2: 51,561 shares; 2025Q3: 49,300 shares; 2025Q4: 50,113 shares; 2026Q1: 51,291 shares 51,291 $5.8M 0.28% +1,178 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,622 shares; 2024Q4: 10,213 shares; 2025Q1: 10,201 shares; 2025Q2: 11,252 shares; 2025Q3: 10,829 shares; 2025Q4: 10,336 shares; 2026Q1: 10,268 shares 10,268 $5.77M 0.28% -68 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: 19,081 shares; 2025Q2: 33,610 shares; 2025Q3: 37,480 shares; 2025Q4: 42,049 shares; 2026Q1: 58,289 shares 58,289 $5.67M 0.28% +16,240 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,102 shares; 2024Q4: 56,464 shares; 2025Q1: 56,857 shares; 2025Q2: 121,503 shares; 2025Q3: 123,530 shares; 2025Q4: 118,038 shares; 2026Q1: 120,947 shares 120,947 $5.61M 0.27% +2,909 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: 31,675 shares; 2024Q4: 33,640 shares; 2025Q1: 24,851 shares; 2025Q2: 21,544 shares; 2025Q3: 22,564 shares; 2025Q4: 28,393 shares; 2026Q1: 44,535 shares 44,535 $5.54M 0.27% +16,142 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: 27,758 shares 27,758 $5.47M 0.27% new 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: 2,995 shares; 2025Q1: 2,510 shares; 2025Q2: 3,854 shares; 2025Q3: 3,867 shares; 2025Q4: 38,810 shares; 2026Q1: 39,898 shares 39,898 $5.43M 0.26% +1,088 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,624 shares; 2024Q4: 24,631 shares; 2025Q1: 27,842 shares; 2025Q2: 45,400 shares; 2025Q3: 58,791 shares; 2025Q4: 74,154 shares; 2026Q1: 90,368 shares 90,368 $5.38M 0.26% +16,214 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,435 shares; 2024Q4: 18,387 shares; 2025Q1: 17,819 shares; 2025Q2: 17,864 shares; 2025Q3: 17,987 shares; 2025Q4: 18,945 shares; 2026Q1: 19,043 shares 19,043 $5.38M 0.26% +98 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: 5,734 shares; 2024Q4: 5,688 shares; 2025Q1: 5,929 shares; 2025Q2: 5,976 shares; 2025Q3: 5,964 shares; 2025Q4: 5,957 shares; 2026Q1: 5,903 shares 5,903 $5.28M 0.26% -54 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: 12,769 shares; 2024Q4: 13,744 shares; 2025Q1: 10,838 shares; 2025Q2: 10,925 shares; 2025Q3: 10,822 shares; 2025Q4: 10,550 shares; 2026Q1: 10,358 shares 10,358 $5.18M 0.25% -192 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,096 shares; 2024Q4: 47,320 shares; 2025Q1: 45,266 shares; 2025Q2: 44,931 shares; 2025Q3: 43,485 shares; 2025Q4: 86,700 shares; 2026Q1: 84,633 shares 84,633 $5.16M 0.25% -2,067 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: 14,988 shares; 2024Q4: 14,550 shares; 2025Q1: 13,955 shares; 2025Q2: 13,102 shares; 2025Q3: 13,183 shares; 2025Q4: 16,320 shares; 2026Q1: 15,969 shares 15,969 $5.12M 0.25% -351 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: 35,318 shares; 2024Q4: 35,622 shares; 2025Q1: 33,781 shares; 2025Q2: 34,072 shares; 2025Q3: 33,660 shares; 2025Q4: 31,209 shares; 2026Q1: 25,408 shares 25,408 $5.04M 0.24% -5,801 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: 12,453 shares; 2024Q4: 12,145 shares; 2025Q1: 12,146 shares; 2025Q2: 12,056 shares; 2025Q3: 11,387 shares; 2025Q4: 11,292 shares; 2026Q1: 11,418 shares 11,418 $4.99M 0.24% +126 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: 40,640 shares; 2024Q4: 43,998 shares; 2025Q1: 48,764 shares; 2025Q2: 60,362 shares; 2025Q3: 73,384 shares; 2025Q4: 86,156 shares; 2026Q1: 91,409 shares 91,409 $4.94M 0.24% +5,253 Timeline PTLC PACER FDS TR More: the full row for PACER FDS 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: 55,088 shares; 2025Q4: 94,526 shares; 2026Q1: 93,491 shares 93,491 $4.9M 0.24% -1,035 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,503 shares; 2026Q1: 63,468 shares 63,468 $4.89M 0.24% +5,965 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: 22,505 shares; 2024Q4: 22,313 shares; 2025Q1: 22,935 shares; 2025Q2: 22,858 shares; 2025Q3: 24,014 shares; 2025Q4: 23,864 shares; 2026Q1: 29,207 shares 29,207 $4.75M 0.23% +5,343 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: 6,595 shares; 2024Q4: 6,259 shares; 2025Q1: 5,397 shares; 2025Q2: 5,488 shares; 2025Q3: 5,326 shares; 2025Q4: 5,343 shares; 2026Q1: 5,554 shares 5,554 $4.7M 0.23% +211 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: 30,264 shares; 2024Q4: 32,977 shares; 2025Q1: 32,784 shares; 2025Q2: 37,303 shares; 2025Q3: 41,288 shares; 2025Q4: 46,361 shares; 2026Q1: 54,253 shares 54,253 $4.49M 0.22% +7,892 Timeline MUSA MURPHY USA INC More: the full row for MURPHY 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: 14,444 shares; 2025Q3: 15,326 shares; 2025Q4: 8,400 shares; 2026Q1: 9,029 shares 9,029 $4.46M 0.22% +629 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,079 shares; 2024Q4: 43,213 shares; 2025Q1: 51,281 shares; 2025Q2: 55,894 shares; 2025Q3: 54,146 shares; 2025Q4: 57,727 shares; 2026Q1: 62,330 shares 62,330 $4.35M 0.21% +4,603 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: 11,616 shares; 2024Q4: 11,591 shares; 2025Q1: 28,856 shares; 2025Q2: 51,910 shares; 2025Q3: 52,103 shares; 2025Q4: 49,747 shares; 2026Q1: 49,265 shares 49,265 $4.34M 0.21% -482 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: 45,760 shares; 2024Q4: 35,659 shares; 2025Q1: 31,940 shares; 2025Q2: 30,163 shares; 2025Q3: 28,661 shares; 2025Q4: 22,043 shares; 2026Q1: 80,198 shares 80,198 $4.24M 0.21% +58,155 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: 5,987 shares; 2024Q4: 7,929 shares; 2025Q1: 3,917 shares; 2025Q2: 4,330 shares; 2025Q3: 4,518 shares; 2025Q4: 4,382 shares; 2026Q1: 4,152 shares 4,152 $4.14M 0.2% -230 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: 25,644 shares; 2024Q4: 25,779 shares; 2025Q1: 25,905 shares; 2025Q2: 23,735 shares; 2025Q3: 22,119 shares; 2025Q4: 20,323 shares; 2026Q1: 19,964 shares 19,964 $3.92M 0.19% -359 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 14,480 shares; 2025Q1: 8,946 shares; 2025Q2: 10,578 shares; 2025Q3: 10,642 shares; 2025Q4: 10,563 shares; 2026Q1: 10,776 shares 10,776 $3.91M 0.19% +213 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: 18,819 shares; 2024Q4: 17,734 shares; 2025Q1: 15,597 shares; 2025Q2: 15,618 shares; 2025Q3: 15,920 shares; 2025Q4: 33,545 shares; 2026Q1: 28,916 shares 28,916 $3.84M 0.19% -4,629 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: 33,986 shares; 2024Q4: 33,475 shares; 2025Q1: 30,086 shares; 2025Q2: 29,634 shares; 2025Q3: 29,883 shares; 2025Q4: 27,931 shares; 2026Q1: 22,977 shares 22,977 $3.8M 0.18% -4,954 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: 24,305 shares; 2024Q4: 23,185 shares; 2025Q1: 15,863 shares; 2025Q2: 16,415 shares; 2025Q3: 16,837 shares; 2025Q4: 16,352 shares; 2026Q1: 16,059 shares 16,059 $3.79M 0.18% -293 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,988 shares; 2024Q4: 33,988 shares; 2025Q1: 32,623 shares; 2025Q2: 32,323 shares; 2025Q3: 32,295 shares; 2025Q4: 32,295 shares; 2026Q1: 32,321 shares 32,321 $3.68M 0.18% +26 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: 143,131 shares; 2024Q4: 139,595 shares; 2025Q1: 93,355 shares; 2025Q2: 88,231 shares; 2025Q3: 89,121 shares; 2025Q4: 87,371 shares; 2026Q1: 82,404 shares 82,404 $3.64M 0.18% -4,967 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: 37,256 shares; 2024Q4: 35,183 shares; 2025Q1: 36,112 shares; 2025Q2: 36,017 shares; 2025Q3: 35,714 shares; 2025Q4: 37,032 shares; 2026Q1: 37,089 shares 37,089 $3.36M 0.16% +57 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,433 shares; 2024Q4: 42,850 shares; 2025Q1: 38,298 shares; 2025Q2: 38,650 shares; 2025Q3: 39,490 shares; 2025Q4: 40,228 shares; 2026Q1: 41,406 shares 41,406 $3.25M 0.16% +1,178 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: 4,868 shares; 2024Q4: 5,629 shares; 2025Q1: 5,181 shares; 2025Q2: 5,233 shares; 2025Q3: 5,009 shares; 2025Q4: 4,483 shares; 2026Q1: 3,434 shares 3,434 $3.16M 0.15% -1,049 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,785 shares; 2024Q4: 266,093 shares; 2025Q1: 261,380 shares; 2025Q2: 295,500 shares; 2025Q3: 274,703 shares; 2025Q4: 132,771 shares; 2026Q1: 140,440 shares 140,440 $3.16M 0.15% +7,669 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: 12,729 shares; 2024Q4: 12,253 shares; 2025Q1: 11,607 shares; 2025Q2: 9,988 shares; 2025Q3: 9,298 shares; 2025Q4: 8,875 shares; 2026Q1: 8,882 shares 8,882 $3.13M 0.15% +7 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: 51,508 shares; 2024Q4: 64,570 shares; 2025Q1: 55,743 shares; 2025Q2: 49,015 shares; 2025Q3: 47,771 shares; 2025Q4: 47,926 shares; 2026Q1: 45,580 shares 45,580 $3.08M 0.15% -2,346 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,087 shares; 2024Q4: 59,474 shares; 2025Q1: 62,372 shares; 2025Q2: 72,728 shares; 2025Q3: 79,643 shares; 2025Q4: 101,949 shares; 2026Q1: 116,871 shares 116,871 $3.05M 0.15% +14,922 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: 36,575 shares; 2024Q4: 35,925 shares; 2025Q1: 35,225 shares; 2025Q2: 35,075 shares; 2025Q3: 35,075 shares; 2025Q4: 33,475 shares; 2026Q1: 22,787 shares 22,787 $2.99M 0.14% -10,688 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,878 shares; 2024Q4: 17,853 shares; 2025Q1: 23,087 shares; 2025Q2: 30,029 shares; 2025Q3: 23,727 shares; 2025Q4: 25,112 shares; 2026Q1: 27,933 shares 27,933 $2.97M 0.14% +2,821 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: 8,280 shares; 2024Q4: 8,280 shares; 2025Q1: 8,127 shares; 2025Q2: 8,124 shares; 2025Q3: 8,124 shares; 2025Q4: 8,124 shares; 2026Q1: 8,124 shares 8,124 $2.9M 0.14% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,327 shares; 2026Q1: 24,798 shares 24,798 $2.86M 0.14% -8,529 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: 10,982 shares; 2024Q4: 11,065 shares; 2025Q1: 8,204 shares; 2025Q2: 7,783 shares; 2025Q3: 8,203 shares; 2025Q4: 8,083 shares; 2026Q1: 7,578 shares 7,578 $2.82M 0.14% -505 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,346 shares; 2024Q4: 136,131 shares; 2025Q1: 127,814 shares; 2025Q2: 127,814 shares; 2025Q3: 126,414 shares; 2025Q4: 120,388 shares; 2026Q1: 117,419 shares 117,419 $2.8M 0.14% -2,969 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS 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: 21,599 shares; 2025Q4: 42,315 shares; 2026Q1: 37,510 shares 37,510 $2.74M 0.13% -4,805 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: 19,484 shares; 2024Q4: 19,536 shares; 2025Q1: 17,172 shares; 2025Q2: 14,795 shares; 2025Q3: 14,360 shares; 2025Q4: 13,245 shares; 2026Q1: 11,922 shares 11,922 $2.69M 0.13% -1,323 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: 74,447 shares; 2024Q4: 75,672 shares; 2025Q1: 72,774 shares; 2025Q2: 70,840 shares; 2025Q3: 70,918 shares; 2025Q4: 68,242 shares; 2026Q1: 57,236 shares 57,236 $2.62M 0.13% -11,006 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,911 shares; 2024Q4: 98,088 shares; 2025Q1: 95,617 shares; 2025Q2: 99,502 shares; 2025Q3: 86,554 shares; 2025Q4: 90,440 shares; 2026Q1: 83,058 shares 83,058 $2.55M 0.12% -7,382 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: 45,151 shares; 2024Q4: 38,551 shares; 2025Q1: 35,631 shares; 2025Q2: 32,512 shares; 2025Q3: 30,001 shares; 2025Q4: 27,940 shares; 2026Q1: 27,310 shares 27,310 $2.54M 0.12% -630 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: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,290 shares; 2025Q4: 1,320 shares; 2026Q1: 4,518 shares 4,518 $2.48M 0.12% +3,198 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: 11,182 shares; 2024Q4: 10,065 shares; 2025Q1: 8,147 shares; 2025Q2: 8,305 shares; 2025Q3: 5,925 shares; 2025Q4: 5,049 shares; 2026Q1: 4,987 shares 4,987 $2.45M 0.12% -62 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 12,325 shares; 2025Q1: 10,947 shares; 2025Q2: 10,982 shares; 2025Q3: 11,005 shares; 2025Q4: 11,464 shares; 2026Q1: 11,397 shares 11,397 $2.41M 0.12% -67 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,319 shares; 2025Q2: not reported; 2025Q3: 11,989 shares; 2025Q4: 12,016 shares; 2026Q1: 11,610 shares 11,610 $2.4M 0.12% -406 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,590 shares; 2024Q4: 12,630 shares; 2025Q1: 7,828 shares; 2025Q2: 6,868 shares; 2025Q3: 6,460 shares; 2025Q4: 7,022 shares; 2026Q1: 9,676 shares 9,676 $2.4M 0.12% +2,654 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: 41,403 shares; 2024Q4: 41,443 shares; 2025Q1: 37,171 shares; 2025Q2: 34,867 shares; 2025Q3: 34,512 shares; 2025Q4: 34,756 shares; 2026Q1: 31,403 shares 31,403 $2.07M 0.1% -3,353 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,022 shares; 2024Q4: 117,822 shares; 2025Q1: 109,168 shares; 2025Q2: 109,464 shares; 2025Q3: 108,473 shares; 2025Q4: 109,220 shares; 2026Q1: 107,727 shares 107,727 $2.07M 0.1% -1,493 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,347 shares; 2025Q1: 11,384 shares; 2025Q2: 8,161 shares; 2025Q3: 8,804 shares; 2025Q4: 8,630 shares; 2026Q1: 9,598 shares 9,598 $2.05M 0.1% +968 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,634 shares; 2024Q4: 25,371 shares; 2025Q1: 25,355 shares; 2025Q2: 25,276 shares; 2025Q3: 25,260 shares; 2025Q4: 25,255 shares; 2026Q1: 25,285 shares 25,285 $2.05M 0.1% +30 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: 9,704 shares; 2024Q4: 9,831 shares; 2025Q1: 9,613 shares; 2025Q2: 9,869 shares; 2025Q3: 9,912 shares; 2025Q4: 10,214 shares; 2026Q1: 10,506 shares 10,506 $2.04M 0.1% +292 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: 17,271 shares; 2024Q4: 16,926 shares; 2025Q1: 16,702 shares; 2025Q2: 17,003 shares; 2025Q3: 17,510 shares; 2025Q4: 14,831 shares; 2026Q1: 14,748 shares 14,748 $2.01M 0.1% -83 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: 2,533 shares; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 2,871 shares; 2025Q3: 3,736 shares; 2025Q4: 5,673 shares; 2026Q1: 13,693 shares 13,693 $2M 0.1% +8,020 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,171 shares; 2024Q4: 78,972 shares; 2025Q1: 78,853 shares; 2025Q2: 78,990 shares; 2025Q3: 79,683 shares; 2025Q4: 20,368 shares; 2026Q1: 18,664 shares 18,664 $1.97M 0.1% -1,704 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,369 shares; 2024Q4: 36,123 shares; 2025Q1: 30,774 shares; 2025Q2: 31,590 shares; 2025Q3: 27,949 shares; 2025Q4: 24,372 shares; 2026Q1: 20,714 shares 20,714 $1.93M 0.09% -3,658 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,204 shares; 2024Q4: 12,967 shares; 2025Q1: 12,059 shares; 2025Q2: 11,476 shares; 2025Q3: 9,894 shares; 2025Q4: 9,345 shares; 2026Q1: 8,804 shares 8,804 $1.93M 0.09% -541 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: 17,204 shares; 2024Q4: 15,156 shares; 2025Q1: 9,317 shares; 2025Q2: 3,146 shares; 2025Q3: 2,994 shares; 2025Q4: 3,082 shares; 2026Q1: 2,742 shares 2,742 $1.91M 0.09% -340 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 7,208 shares; 2025Q1: 3,177 shares; 2025Q2: 3,261 shares; 2025Q3: 3,248 shares; 2025Q4: 3,248 shares; 2026Q1: 3,248 shares 3,248 $1.91M 0.09% 0 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: 38,898 shares; 2024Q4: 38,898 shares; 2025Q1: 28,155 shares; 2025Q2: 26,743 shares; 2025Q3: 26,384 shares; 2025Q4: 26,595 shares; 2026Q1: 22,841 shares 22,841 $1.91M 0.09% -3,754 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: 6,862 shares; 2024Q4: 5,184 shares; 2025Q1: 7,172 shares; 2025Q2: 8,842 shares; 2025Q3: 8,613 shares; 2025Q4: 8,762 shares; 2026Q1: 9,354 shares 9,354 $1.9M 0.09% +592 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 2,081 shares; 2025Q1: 2,081 shares; 2025Q2: 2,924 shares; 2025Q3: 3,943 shares; 2025Q4: 5,100 shares; 2026Q1: 14,812 shares 14,812 $1.9M 0.09% +9,712 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: 7,876 shares; 2024Q4: 5,821 shares; 2025Q1: 5,828 shares; 2025Q2: 6,344 shares; 2025Q3: 6,526 shares; 2025Q4: 6,652 shares; 2026Q1: 6,580 shares 6,580 $1.87M 0.09% -72 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: 6,848 shares; 2024Q4: 7,154 shares; 2025Q1: 7,883 shares; 2025Q2: 7,707 shares; 2025Q3: 8,086 shares; 2025Q4: 9,117 shares; 2026Q1: 8,553 shares 8,553 $1.86M 0.09% -564 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,914 shares 5,914 $1.76M 0.09% new 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 367 shares; 2025Q2: 426 shares; 2025Q3: 428 shares; 2025Q4: 425 shares; 2026Q1: 414 shares 414 $1.74M 0.08% -11 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 7,976 shares; 2025Q1: 7,542 shares; 2025Q2: 13,795 shares; 2025Q3: 18,923 shares; 2025Q4: 24,266 shares; 2026Q1: 29,339 shares 29,339 $1.72M 0.08% +5,073 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: 9,501 shares; 2024Q4: 9,501 shares; 2025Q1: 8,519 shares; 2025Q2: 10,575 shares; 2025Q3: 11,880 shares; 2025Q4: 12,761 shares; 2026Q1: 10,888 shares 10,888 $1.59M 0.08% -1,873 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 2,900 shares; 2025Q1: 2,910 shares; 2025Q2: 4,221 shares; 2025Q3: 4,849 shares; 2025Q4: 4,895 shares; 2026Q1: 6,445 shares 6,445 $1.59M 0.08% +1,550 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: 6,393 shares; 2024Q4: 6,164 shares; 2025Q1: 6,157 shares; 2025Q2: 5,339 shares; 2025Q3: 4,994 shares; 2025Q4: 5,178 shares; 2026Q1: 5,255 shares 5,255 $1.59M 0.08% +77 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: 14,952 shares; 2024Q4: 11,874 shares; 2025Q1: 11,884 shares; 2025Q2: 10,762 shares; 2025Q3: 10,931 shares; 2025Q4: 11,091 shares; 2026Q1: 10,877 shares 10,877 $1.58M 0.08% -214 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,796 shares; 2024Q4: 21,387 shares; 2025Q1: 21,387 shares; 2025Q2: 21,387 shares; 2025Q3: 20,155 shares; 2025Q4: 19,848 shares; 2026Q1: 19,848 shares 19,848 $1.57M 0.08% 0 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: 12,566 shares; 2024Q4: 12,566 shares; 2025Q1: 12,566 shares; 2025Q2: 13,336 shares; 2025Q3: 13,341 shares; 2025Q4: 13,514 shares; 2026Q1: 13,530 shares 13,530 $1.56M 0.08% +16 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,264 shares; 2024Q4: 13,208 shares; 2025Q1: 10,196 shares; 2025Q2: 9,461 shares; 2025Q3: 7,691 shares; 2025Q4: 7,172 shares; 2026Q1: 7,115 shares 7,115 $1.54M 0.07% -57 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: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,458 shares; 2025Q2: 1,606 shares; 2025Q3: 1,613 shares; 2025Q4: 1,623 shares; 2026Q1: 1,757 shares 1,757 $1.53M 0.07% +134 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: 7,220 shares; 2024Q4: 6,847 shares; 2025Q1: 6,665 shares; 2025Q2: 6,407 shares; 2025Q3: 9,477 shares; 2025Q4: 8,835 shares; 2026Q1: 8,819 shares 8,819 $1.53M 0.07% -16 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: 22,597 shares; 2024Q4: 17,553 shares; 2025Q1: 8,634 shares; 2025Q2: 7,279 shares; 2025Q3: 6,125 shares; 2025Q4: 6,324 shares; 2026Q1: 6,300 shares 6,300 $1.53M 0.07% -24 Timeline DGRW 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: 4,997 shares; 2024Q4: 17,341 shares; 2025Q1: 17,382 shares; 2025Q2: 18,081 shares; 2025Q3: 17,849 shares; 2025Q4: 17,688 shares; 2026Q1: 17,371 shares 17,371 $1.53M 0.07% -317 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 10,487 shares; 2025Q1: 10,741 shares; 2025Q2: 11,938 shares; 2025Q3: 29,221 shares; 2025Q4: 32,574 shares; 2026Q1: 35,748 shares 35,748 $1.52M 0.07% +3,174 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: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 10,941 shares; 2025Q2: 13,270 shares; 2025Q3: 12,804 shares; 2025Q4: 12,547 shares; 2026Q1: 12,822 shares 12,822 $1.52M 0.07% +275 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,475 shares; 2024Q4: 44,492 shares; 2025Q1: 35,544 shares; 2025Q2: 31,655 shares; 2025Q3: 30,124 shares; 2025Q4: 29,707 shares; 2026Q1: 29,756 shares 29,756 $1.52M 0.07% +49 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: 28,125 shares; 2024Q4: 84,477 shares; 2025Q1: 81,935 shares; 2025Q2: 82,388 shares; 2025Q3: 58,664 shares; 2025Q4: 58,664 shares; 2026Q1: 58,354 shares 58,354 $1.5M 0.07% -310 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: 11,334 shares; 2024Q4: 11,334 shares; 2025Q1: 16,201 shares; 2025Q2: 21,387 shares; 2025Q3: 20,905 shares; 2025Q4: 16,953 shares; 2026Q1: 16,330 shares 16,330 $1.46M 0.07% -623 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: 14,900 shares; 2024Q4: 12,900 shares; 2025Q1: 5,642 shares; 2025Q2: 6,499 shares; 2025Q3: 6,207 shares; 2025Q4: 6,296 shares; 2026Q1: 5,454 shares 5,454 $1.45M 0.07% -842 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.07% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,743 shares; 2024Q4: 53,743 shares; 2025Q1: 38,873 shares; 2025Q2: 37,522 shares; 2025Q3: 37,522 shares; 2025Q4: 37,725 shares; 2026Q1: 37,725 shares 37,725 $1.43M 0.07% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,416 shares; 2026Q1: 25,754 shares 25,754 $1.43M 0.07% +14,338 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: 84,450 shares; 2024Q4: 72,133 shares; 2025Q1: 68,885 shares; 2025Q2: 76,960 shares; 2025Q3: 76,867 shares; 2025Q4: 79,367 shares; 2026Q1: 50,715 shares 50,715 $1.42M 0.07% -28,652 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: 6,373 shares; 2024Q4: 7,403 shares; 2025Q1: 7,636 shares; 2025Q2: 7,246 shares; 2025Q3: 8,088 shares; 2025Q4: 7,777 shares; 2026Q1: 7,617 shares 7,617 $1.42M 0.07% -160 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 8,804 shares; 2025Q1: 8,401 shares; 2025Q2: 8,329 shares; 2025Q3: 8,338 shares; 2025Q4: 7,614 shares; 2026Q1: 7,461 shares 7,461 $1.41M 0.07% -153 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,019 shares; 2024Q4: 33,169 shares; 2025Q1: 35,692 shares; 2025Q2: 27,172 shares; 2025Q3: 21,758 shares; 2025Q4: 24,221 shares; 2026Q1: 20,072 shares 20,072 $1.41M 0.07% -4,149 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: 6,349 shares; 2024Q4: 1,340 shares; 2025Q1: 2,671 shares; 2025Q2: 2,739 shares; 2025Q3: 2,903 shares; 2025Q4: 2,940 shares; 2026Q1: 3,918 shares 3,918 $1.4M 0.07% +978 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: 14,448 shares; 2024Q4: 14,430 shares; 2025Q1: 10,573 shares; 2025Q2: 11,134 shares; 2025Q3: 12,041 shares; 2025Q4: 12,060 shares; 2026Q1: 10,681 shares 10,681 $1.4M 0.07% -1,379 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: not reported; 2025Q1: 5,963 shares; 2025Q2: 11,033 shares; 2025Q3: 11,529 shares; 2025Q4: 12,456 shares; 2026Q1: 11,197 shares 11,197 $1.39M 0.07% -1,259 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,138 shares; 2024Q4: 19,138 shares; 2025Q1: 16,604 shares; 2025Q2: 13,796 shares; 2025Q3: 12,787 shares; 2025Q4: 12,360 shares; 2026Q1: 11,638 shares 11,638 $1.38M 0.07% -722 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: 10,875 shares; 2024Q4: 10,869 shares; 2025Q1: 4,753 shares; 2025Q2: 4,914 shares; 2025Q3: 4,598 shares; 2025Q4: 4,441 shares; 2026Q1: 4,217 shares 4,217 $1.35M 0.07% -224 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: 27,417 shares; 2024Q4: 27,979 shares; 2025Q1: 19,186 shares; 2025Q2: 18,236 shares; 2025Q3: 15,140 shares; 2025Q4: 9,596 shares; 2026Q1: 13,782 shares 13,782 $1.33M 0.06% +4,186 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: 35,577 shares; 2024Q4: 35,581 shares; 2025Q1: 39,336 shares; 2025Q2: 40,232 shares; 2025Q3: 40,232 shares; 2025Q4: 40,232 shares; 2026Q1: 26,306 shares 26,306 $1.31M 0.06% -13,926 Timeline GWX 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: 30,285 shares; 2024Q4: 38,522 shares; 2025Q1: 39,842 shares; 2025Q2: 29,143 shares; 2025Q3: 31,385 shares; 2025Q4: 30,267 shares; 2026Q1: 30,202 shares 30,202 $1.28M 0.06% -65 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: 57,219 shares; 2024Q4: 58,439 shares; 2025Q1: 15,972 shares; 2025Q2: 17,838 shares; 2025Q3: 18,858 shares; 2025Q4: 20,573 shares; 2026Q1: 26,145 shares 26,145 $1.27M 0.06% +5,572 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,824 shares; 2024Q4: 133,609 shares; 2025Q1: 132,646 shares; 2025Q2: 131,259 shares; 2025Q3: 119,454 shares; 2025Q4: 114,987 shares; 2026Q1: 106,948 shares 106,948 $1.23M 0.06% -8,039 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: 2,122 shares; 2024Q4: 2,131 shares; 2025Q1: 2,000 shares; 2025Q2: 2,127 shares; 2025Q3: 2,305 shares; 2025Q4: 2,275 shares; 2026Q1: 2,040 shares 2,040 $1.23M 0.06% -235 Timeline RSPT 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: 30,910 shares; 2024Q4: 30,896 shares; 2025Q1: 29,572 shares; 2025Q2: 29,572 shares; 2025Q3: 28,753 shares; 2025Q4: 27,925 shares; 2026Q1: 27,125 shares 27,125 $1.23M 0.06% -800 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: 11,543 shares; 2024Q4: 11,351 shares; 2025Q1: 8,557 shares; 2025Q2: 8,953 shares; 2025Q3: 8,470 shares; 2025Q4: 8,742 shares; 2026Q1: 10,808 shares 10,808 $1.23M 0.06% +2,066 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,246 shares; 2025Q3: 4,256 shares; 2025Q4: 4,264 shares; 2026Q1: 5,864 shares 5,864 $1.22M 0.06% +1,600 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 6,285 shares; 2025Q1: 4,741 shares; 2025Q2: 5,701 shares; 2025Q3: 5,906 shares; 2025Q4: 5,905 shares; 2026Q1: 5,831 shares 5,831 $1.21M 0.06% -74 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 9,105 shares; 2025Q1: 9,890 shares; 2025Q2: 9,127 shares; 2025Q3: 10,124 shares; 2025Q4: 8,444 shares; 2026Q1: 8,338 shares 8,338 $1.21M 0.06% -106 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,971 shares; 2024Q4: 4,871 shares; 2025Q1: 4,850 shares; 2025Q2: 5,969 shares; 2025Q3: 5,966 shares; 2025Q4: 6,019 shares; 2026Q1: 6,033 shares 6,033 $1.19M 0.06% +14 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,214 shares; 2026Q1: 32,240 shares 32,240 $1.19M 0.06% +9,026 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: 1,929 shares; 2024Q4: 1,935 shares; 2025Q1: 1,424 shares; 2025Q2: 1,673 shares; 2025Q3: 1,940 shares; 2025Q4: 2,075 shares; 2026Q1: 1,649 shares 1,649 $1.17M 0.06% -426 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,669 shares; 2025Q2: 19,669 shares; 2025Q3: 19,669 shares; 2025Q4: 19,669 shares; 2026Q1: 19,669 shares 19,669 $1.16M 0.06% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 9,970 shares; 2025Q1: 3,163 shares; 2025Q2: 3,438 shares; 2025Q3: 3,431 shares; 2025Q4: 3,680 shares; 2026Q1: 3,456 shares 3,456 $1.14M 0.06% -224 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 13,753 shares; 2025Q4: 14,972 shares; 2026Q1: 14,972 shares 14,972 $1.11M 0.05% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,160 shares; 2024Q4: 17,160 shares; 2025Q1: 13,185 shares; 2025Q2: 13,185 shares; 2025Q3: 13,185 shares; 2025Q4: 12,511 shares; 2026Q1: 10,450 shares 10,450 $1.11M 0.05% -2,061 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: 2,109 shares; 2024Q4: 2,073 shares; 2025Q1: 1,839 shares; 2025Q2: 1,989 shares; 2025Q3: 1,754 shares; 2025Q4: 16,238 shares; 2026Q1: 11,475 shares 11,475 $1.1M 0.05% -4,763 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 4,980 shares; 2025Q1: 4,787 shares; 2025Q2: 4,086 shares; 2025Q3: 3,830 shares; 2025Q4: 3,643 shares; 2026Q1: 3,468 shares 3,468 $1.09M 0.05% -175 Timeline VTEI 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: 3,000 shares; 2025Q2: 10,677 shares; 2025Q3: 10,677 shares; 2025Q4: 10,677 shares; 2026Q1: 10,872 shares 10,872 $1.09M 0.05% +195 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: 10,979 shares; 2024Q4: 10,865 shares; 2025Q1: 4,912 shares; 2025Q2: 4,019 shares; 2025Q3: 3,769 shares; 2025Q4: 3,610 shares; 2026Q1: 3,739 shares 3,739 $1.07M 0.05% +129 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,357 shares; 2024Q4: 29,217 shares; 2025Q1: 28,003 shares; 2025Q2: 23,910 shares; 2025Q3: 19,494 shares; 2025Q4: 14,056 shares; 2026Q1: 10,862 shares 10,862 $1.04M 0.05% -3,194 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,771 shares; 2024Q4: 22,771 shares; 2025Q1: 22,675 shares; 2025Q2: 24,701 shares; 2025Q3: 25,342 shares; 2025Q4: 25,762 shares; 2026Q1: 24,601 shares 24,601 $1.02M 0.05% -1,161 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: 9,888 shares; 2024Q4: 9,710 shares; 2025Q1: 9,540 shares; 2025Q2: 10,209 shares; 2025Q3: 10,295 shares; 2025Q4: 10,671 shares; 2026Q1: 10,577 shares 10,577 $1.02M 0.05% -94 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: 3,913 shares; 2024Q4: 4,054 shares; 2025Q1: 3,954 shares; 2025Q2: 3,987 shares; 2025Q3: 3,991 shares; 2025Q4: 4,078 shares; 2026Q1: 3,096 shares 3,096 $1.01M 0.05% -982 Timeline SCHY 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: 38,086 shares; 2024Q4: 31,634 shares; 2025Q1: 31,634 shares; 2025Q2: 31,634 shares; 2025Q3: 31,634 shares; 2025Q4: 31,634 shares; 2026Q1: 31,634 shares 31,634 $1M 0.05% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,190 shares; 2025Q3: 11,220 shares; 2025Q4: 15,118 shares; 2026Q1: 18,975 shares 18,975 $948K 0.05% +3,857 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,784 shares; 2024Q4: 12,884 shares; 2025Q1: 12,486 shares; 2025Q2: 11,271 shares; 2025Q3: 9,401 shares; 2025Q4: 9,425 shares; 2026Q1: 6,002 shares 6,002 $917K 0.04% -3,423 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,212 shares; 2024Q4: 49,283 shares; 2025Q1: 58,013 shares; 2025Q2: 63,242 shares; 2025Q3: 65,272 shares; 2025Q4: 39,824 shares; 2026Q1: 10,125 shares 10,125 $915K 0.04% -29,699 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: 1,895 shares; 2024Q4: 1,495 shares; 2025Q1: 1,907 shares; 2025Q2: 2,479 shares; 2025Q3: 2,439 shares; 2025Q4: 14,357 shares; 2026Q1: 8,598 shares 8,598 $899K 0.04% -5,759 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: 5,700 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 8,367 shares; 2025Q3: 8,367 shares; 2025Q4: 9,272 shares; 2026Q1: 9,404 shares 9,404 $875K 0.04% +132 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,488 shares; 2025Q2: 33,068 shares; 2025Q3: 22,433 shares; 2025Q4: 22,576 shares; 2026Q1: 17,540 shares 17,540 $866K 0.04% -5,036 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: 877 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 858 shares; 2025Q3: 2,302 shares; 2025Q4: 2,325 shares; 2026Q1: 3,069 shares 3,069 $857K 0.04% +744 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: 2,147 shares; 2024Q4: 2,193 shares; 2025Q1: 2,817 shares; 2025Q2: 2,480 shares; 2025Q3: 2,396 shares; 2025Q4: 2,624 shares; 2026Q1: 4,104 shares 4,104 $854K 0.04% +1,480 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,997 shares; 2024Q4: 6,649 shares; 2025Q1: 5,502 shares; 2025Q2: 6,502 shares; 2025Q3: 6,872 shares; 2025Q4: 7,380 shares; 2026Q1: 7,621 shares 7,621 $849K 0.04% +241 Timeline EMB 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: 5,514 shares; 2026Q1: 8,802 shares 8,802 $827K 0.04% +3,288 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: 1,400 shares; 2024Q4: 2,085 shares; 2025Q1: 1,847 shares; 2025Q2: 2,228 shares; 2025Q3: 1,919 shares; 2025Q4: 2,361 shares; 2026Q1: 1,753 shares 1,753 $808K 0.04% -608 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: not reported; 2025Q2: 611 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,598 shares 1,598 $756K 0.04% new 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: 3,692 shares; 2024Q4: 3,669 shares; 2025Q1: 3,719 shares; 2025Q2: 3,814 shares; 2025Q3: 3,719 shares; 2025Q4: 3,732 shares; 2026Q1: 3,694 shares 3,694 $751K 0.04% -38 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: 1,263 shares; 2024Q4: 986 shares; 2025Q1: 771 shares; 2025Q2: 743 shares; 2025Q3: 717 shares; 2025Q4: 698 shares; 2026Q1: 686 shares 686 $748K 0.04% -12 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,812 shares; 2024Q4: 5,392 shares; 2025Q1: 3,225 shares; 2025Q2: 3,092 shares; 2025Q3: 3,072 shares; 2025Q4: 2,799 shares; 2026Q1: 2,815 shares 2,815 $737K 0.04% +16 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,689 shares; 2025Q1: 3,216 shares; 2025Q2: 3,321 shares; 2025Q3: 2,875 shares; 2025Q4: 2,676 shares; 2026Q1: 2,527 shares 2,527 $734K 0.04% -149 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: 32,862 shares; 2024Q4: 28,726 shares; 2025Q1: 25,936 shares; 2025Q2: 27,102 shares; 2025Q3: 23,504 shares; 2025Q4: 14,374 shares; 2026Q1: 14,202 shares 14,202 $730K 0.04% -172 Timeline PTMC PACER FDS TR More: the full row for PACER FDS 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: 5,947 shares; 2025Q4: 16,245 shares; 2026Q1: 19,738 shares 19,738 $722K 0.04% +3,493 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: 2,113 shares; 2024Q4: 2,113 shares; 2025Q1: 5,242 shares; 2025Q2: 5,181 shares; 2025Q3: 6,063 shares; 2025Q4: 4,956 shares; 2026Q1: 5,486 shares 5,486 $707K 0.03% +530 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 7,773 shares; 2025Q1: 7,773 shares; 2025Q2: 8,732 shares; 2025Q3: 8,885 shares; 2025Q4: 8,885 shares; 2026Q1: 9,455 shares 9,455 $703K 0.03% +570 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: 2,187 shares; 2024Q4: 2,146 shares; 2025Q1: 736 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares; 2026Q1: 809 shares 809 $700K 0.03% +47 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,484 shares; 2024Q4: 49,109 shares; 2025Q1: 37,414 shares; 2025Q2: 31,103 shares; 2025Q3: 24,837 shares; 2025Q4: 16,677 shares; 2026Q1: 13,116 shares 13,116 $689K 0.03% -3,561 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: 993 shares; 2024Q4: 978 shares; 2025Q1: 1,253 shares; 2025Q2: 2,227 shares; 2025Q3: 2,087 shares; 2025Q4: 2,112 shares; 2026Q1: 1,645 shares 1,645 $686K 0.03% -467 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 7,929 shares; 2025Q1: 7,929 shares; 2025Q2: 7,929 shares; 2025Q3: 7,929 shares; 2025Q4: 7,929 shares; 2026Q1: 7,029 shares 7,029 $682K 0.03% -900 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: 8,470 shares; 2024Q4: 8,670 shares; 2025Q1: 7,982 shares; 2025Q2: 7,906 shares; 2025Q3: 8,048 shares; 2025Q4: 8,080 shares; 2026Q1: 8,363 shares 8,363 $680K 0.03% +283 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,001 shares; 2024Q4: 44,012 shares; 2025Q1: 44,209 shares; 2025Q2: 44,209 shares; 2025Q3: 39,223 shares; 2025Q4: 39,223 shares; 2026Q1: 39,223 shares 39,223 $673K 0.03% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,609 shares 8,609 $656K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 3,539 shares; 2025Q1: 2,480 shares; 2025Q2: 5,348 shares; 2025Q3: 7,167 shares; 2025Q4: 7,189 shares; 2026Q1: 3,287 shares 3,287 $654K 0.03% -3,902 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: 13,315 shares; 2024Q4: 13,127 shares; 2025Q1: 12,584 shares; 2025Q2: 13,124 shares; 2025Q3: 9,704 shares; 2025Q4: 6,534 shares; 2026Q1: 5,496 shares 5,496 $652K 0.03% -1,038 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,256 shares; 2024Q4: 7,157 shares; 2025Q1: 6,739 shares; 2025Q2: 3,387 shares; 2025Q3: 3,147 shares; 2025Q4: 5,978 shares; 2026Q1: 5,978 shares 5,978 $651K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,854 shares; 2025Q1: 4,452 shares; 2025Q2: 4,963 shares; 2025Q3: 4,526 shares; 2025Q4: 5,462 shares; 2026Q1: 8,157 shares 8,157 $649K 0.03% +2,695 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,124 shares; 2025Q2: 7,813 shares; 2025Q3: 13,563 shares; 2025Q4: 19,326 shares; 2026Q1: 17,506 shares 17,506 $644K 0.03% -1,820 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: 1,927 shares; 2024Q4: 1,875 shares; 2025Q1: 2,018 shares; 2025Q2: 2,229 shares; 2025Q3: 3,225 shares; 2025Q4: 3,271 shares; 2026Q1: 3,884 shares 3,884 $639K 0.03% +613 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: 4,715 shares; 2024Q4: 4,731 shares; 2025Q1: 3,740 shares; 2025Q2: 2,943 shares; 2025Q3: 2,922 shares; 2025Q4: 2,932 shares; 2026Q1: 2,914 shares 2,914 $638K 0.03% -18 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: 1,511 shares; 2024Q4: 1,697 shares; 2025Q1: 1,695 shares; 2025Q2: 1,636 shares; 2025Q3: 939 shares; 2025Q4: 1,440 shares; 2026Q1: 1,481 shares 1,481 $630K 0.03% +41 Timeline GOVT 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: 40,735 shares; 2025Q2: 46,909 shares; 2025Q3: 39,092 shares; 2025Q4: 32,603 shares; 2026Q1: 27,377 shares 27,377 $627K 0.03% -5,226 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: 2,700 shares; 2024Q4: 2,674 shares; 2025Q1: 2,702 shares; 2025Q2: 2,880 shares; 2025Q3: 3,461 shares; 2025Q4: 3,315 shares; 2026Q1: 4,486 shares 4,486 $625K 0.03% +1,171 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: 8,784 shares; 2024Q4: 8,784 shares; 2025Q1: 8,449 shares; 2025Q2: 8,449 shares; 2025Q3: 8,449 shares; 2025Q4: 8,049 shares; 2026Q1: 8,049 shares 8,049 $621K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,145 shares; 2024Q4: 22,490 shares; 2025Q1: 17,797 shares; 2025Q2: 16,321 shares; 2025Q3: 14,862 shares; 2025Q4: 13,040 shares; 2026Q1: 11,867 shares 11,867 $617K 0.03% -1,173 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: not reported; 2025Q4: not reported; 2026Q1: 2,263 shares 2,263 $612K 0.03% new 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: 10,786 shares; 2024Q4: 6,670 shares; 2025Q1: 6,077 shares; 2025Q2: 5,857 shares; 2025Q3: 4,930 shares; 2025Q4: 4,818 shares; 2026Q1: 4,811 shares 4,811 $609K 0.03% -7 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: 4,620 shares; 2024Q4: 4,648 shares; 2025Q1: 4,692 shares; 2025Q2: 4,727 shares; 2025Q3: 4,774 shares; 2025Q4: 4,841 shares; 2026Q1: 3,531 shares 3,531 $608K 0.03% -1,310 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 2,070 shares; 2025Q1: 2,055 shares; 2025Q2: 2,067 shares; 2025Q3: 2,072 shares; 2025Q4: 1,692 shares; 2026Q1: 2,272 shares 2,272 $606K 0.03% +580 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: 18,811 shares; 2024Q4: 17,217 shares; 2025Q1: 16,957 shares; 2025Q2: 17,198 shares; 2025Q3: 15,022 shares; 2025Q4: 9,250 shares; 2026Q1: 10,691 shares 10,691 $606K 0.03% +1,441 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: 865 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 1,047 shares; 2025Q4: 1,053 shares; 2026Q1: 975 shares 975 $601K 0.03% -78 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: 4,806 shares; 2025Q1: 5,382 shares; 2025Q2: 5,489 shares; 2025Q3: 5,463 shares; 2025Q4: 6,373 shares; 2026Q1: 6,321 shares 6,321 $594K 0.03% -52 Timeline SPHQ 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: 7,808 shares; 2024Q4: 7,808 shares; 2025Q1: 7,871 shares; 2025Q2: 7,808 shares; 2025Q3: 7,808 shares; 2025Q4: 7,808 shares; 2026Q1: 7,808 shares 7,808 $587K 0.03% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,494 shares; 2025Q4: 17,509 shares; 2026Q1: 8,663 shares 8,663 $567K 0.03% -8,846 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: 6,310 shares; 2024Q4: 6,310 shares; 2025Q1: 6,310 shares; 2025Q2: 11,324 shares; 2025Q3: 11,324 shares; 2025Q4: 11,324 shares; 2026Q1: 11,324 shares 11,324 $549K 0.03% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 5,231 shares; 2025Q1: 4,479 shares; 2025Q2: 4,751 shares; 2025Q3: 5,082 shares; 2025Q4: 12,742 shares; 2026Q1: 11,886 shares 11,886 $545K 0.03% -856 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: 7,682 shares; 2024Q4: 7,682 shares; 2025Q1: 7,682 shares; 2025Q2: 7,682 shares; 2025Q3: 7,682 shares; 2025Q4: 7,682 shares; 2026Q1: 7,682 shares 7,682 $545K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 898 shares; 2025Q1: 1,159 shares; 2025Q2: 1,080 shares; 2025Q3: 1,075 shares; 2025Q4: 1,067 shares; 2026Q1: 950 shares 950 $535K 0.03% -117 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,814 shares 4,814 $528K 0.03% new Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,618 shares; 2024Q4: 16,618 shares; 2025Q1: 16,618 shares; 2025Q2: 16,618 shares; 2025Q3: 16,618 shares; 2025Q4: 16,618 shares; 2026Q1: 16,618 shares 16,618 $526K 0.03% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 796 shares; 2025Q1: 1,109 shares; 2025Q2: 1,116 shares; 2025Q3: 1,179 shares; 2025Q4: 959 shares; 2026Q1: 957 shares 957 $520K 0.03% -2 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,056 shares; 2025Q3: 20,057 shares; 2025Q4: 20,850 shares; 2026Q1: 20,850 shares 20,850 $509K 0.02% 0 Timeline SMH 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: 936 shares; 2024Q4: 936 shares; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,323 shares 1,323 $507K 0.02% +126 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,786 shares; 2024Q4: 13,498 shares; 2025Q1: 12,755 shares; 2025Q2: 13,363 shares; 2025Q3: 12,569 shares; 2025Q4: 15,263 shares; 2026Q1: 24,877 shares 24,877 $499K 0.02% +9,614 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,577 shares; 2025Q3: 4,918 shares; 2025Q4: 5,436 shares; 2026Q1: 5,365 shares 5,365 $498K 0.02% -71 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,135 shares; 2024Q4: 15,135 shares; 2025Q1: 15,135 shares; 2025Q2: 17,074 shares; 2025Q3: 20,519 shares; 2025Q4: 20,519 shares; 2026Q1: 24,408 shares 24,408 $497K 0.02% +3,889 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,712 shares; 2025Q2: 8,029 shares; 2025Q3: 9,210 shares; 2025Q4: 9,210 shares; 2026Q1: 4,479 shares 4,479 $497K 0.02% -4,731 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: 5,742 shares; 2024Q4: 3,615 shares; 2025Q1: 668 shares; 2025Q2: 889 shares; 2025Q3: 886 shares; 2025Q4: 917 shares; 2026Q1: 995 shares 995 $493K 0.02% +78 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,169 shares; 2025Q1: 2,183 shares; 2025Q2: 2,246 shares; 2025Q3: 2,250 shares; 2025Q4: 2,256 shares; 2026Q1: 2,260 shares 2,260 $491K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,051 shares; 2025Q3: 4,051 shares; 2025Q4: 4,051 shares; 2026Q1: 4,051 shares 4,051 $489K 0.02% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,443 shares; 2025Q1: 1,360 shares; 2025Q2: 1,337 shares; 2025Q3: 1,051 shares; 2025Q4: 1,035 shares; 2026Q1: 921 shares 921 $482K 0.02% -114 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: 13,975 shares; 2024Q4: 13,775 shares; 2025Q1: 11,962 shares; 2025Q2: 4,875 shares; 2025Q3: 3,725 shares; 2025Q4: 3,874 shares; 2026Q1: 3,274 shares 3,274 $480K 0.02% -600 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 738 shares 738 $469K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,991 shares; 2025Q2: 1,976 shares; 2025Q3: 1,238 shares; 2025Q4: not reported; 2026Q1: 2,373 shares 2,373 $465K 0.02% new Timeline SCHQ 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: 30,294 shares; 2024Q4: 25,731 shares; 2025Q1: 19,041 shares; 2025Q2: 16,951 shares; 2025Q3: 17,875 shares; 2025Q4: 17,875 shares; 2026Q1: 14,747 shares 14,747 $463K 0.02% -3,128 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,276 shares; 2024Q4: 48,037 shares; 2025Q1: 48,344 shares; 2025Q2: 46,187 shares; 2025Q3: 46,984 shares; 2025Q4: 29,741 shares; 2026Q1: 6,873 shares 6,873 $463K 0.02% -22,868 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: 1,622 shares; 2025Q2: 2,723 shares; 2025Q3: 3,378 shares; 2025Q4: 3,695 shares; 2026Q1: 2,879 shares 2,879 $462K 0.02% -816 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,724 shares; 2024Q4: 20,902 shares; 2025Q1: 13,041 shares; 2025Q2: 14,669 shares; 2025Q3: 10,181 shares; 2025Q4: 6,167 shares; 2026Q1: 3,888 shares 3,888 $460K 0.02% -2,279 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,340 shares; 2025Q2: 6,393 shares; 2025Q3: 6,393 shares; 2025Q4: 6,393 shares; 2026Q1: 6,393 shares 6,393 $455K 0.02% 0 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,011 shares; 2025Q3: 6,058 shares; 2025Q4: 6,285 shares; 2026Q1: 6,022 shares 6,022 $453K 0.02% -263 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,098 shares; 2025Q1: 2,100 shares; 2025Q2: 1,939 shares; 2025Q3: 2,118 shares; 2025Q4: 2,118 shares; 2026Q1: 1,768 shares 1,768 $449K 0.02% -350 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,602 shares; 2024Q4: 6,210 shares; 2025Q1: 6,254 shares; 2025Q2: 6,467 shares; 2025Q3: 5,518 shares; 2025Q4: 5,644 shares; 2026Q1: 5,346 shares 5,346 $441K 0.02% -298 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,829 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,832 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares 2,875 $435K 0.02% 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: 2,866 shares; 2025Q2: 2,854 shares; 2025Q3: 2,920 shares; 2025Q4: 2,920 shares; 2026Q1: 3,037 shares 3,037 $429K 0.02% +117 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: 4,685 shares; 2025Q4: 6,763 shares; 2026Q1: 5,710 shares 5,710 $425K 0.02% -1,053 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,269 shares; 2026Q1: 5,569 shares 5,569 $425K 0.02% +2,300 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,293 shares; 2026Q1: 5,643 shares 5,643 $424K 0.02% +2,350 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: 1,927 shares; 2025Q2: 3,711 shares; 2025Q3: 3,982 shares; 2025Q4: 3,257 shares; 2026Q1: 3,218 shares 3,218 $421K 0.02% -39 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: not reported; 2024Q4: 1,168 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,637 shares; 2025Q4: 1,760 shares; 2026Q1: 1,490 shares 1,490 $419K 0.02% -270 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: 1,564 shares; 2025Q2: 1,425 shares; 2025Q3: 1,897 shares; 2025Q4: 2,161 shares; 2026Q1: 1,792 shares 1,792 $414K 0.02% -369 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,888 shares; 2025Q4: 5,994 shares; 2026Q1: 8,234 shares 8,234 $404K 0.02% +2,240 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,442 shares; 2025Q1: 1,431 shares; 2025Q2: 1,431 shares; 2025Q3: 1,426 shares; 2025Q4: 2,038 shares; 2026Q1: 2,041 shares 2,041 $400K 0.02% +3 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 4,942 shares; 2025Q1: 4,708 shares; 2025Q2: 4,878 shares; 2025Q3: 4,623 shares; 2025Q4: 4,701 shares; 2026Q1: 3,861 shares 3,861 $398K 0.02% -840 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: 5,434 shares; 2024Q4: 5,111 shares; 2025Q1: 4,841 shares; 2025Q2: 4,699 shares; 2025Q3: 4,406 shares; 2025Q4: 3,915 shares; 2026Q1: 3,285 shares 3,285 $398K 0.02% -630 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,129 shares; 2026Q1: 4,111 shares 4,111 $390K 0.02% +1,982 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: 5,959 shares; 2024Q4: 5,854 shares; 2025Q1: 1,430 shares; 2025Q2: 1,710 shares; 2025Q3: 1,727 shares; 2025Q4: 1,574 shares; 2026Q1: 1,495 shares 1,495 $389K 0.02% -79 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,314 shares; 2026Q1: 1,335 shares 1,335 $386K 0.02% +21 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,021 shares; 2025Q1: 1,191 shares; 2025Q2: 1,310 shares; 2025Q3: 1,445 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares 1,448 $385K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 8,004 shares; 2025Q1: 8,004 shares; 2025Q2: 8,078 shares; 2025Q3: 8,078 shares; 2025Q4: 8,078 shares; 2026Q1: 13,204 shares 13,204 $385K 0.02% +5,126 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,792 shares; 2025Q1: 9,514 shares; 2025Q2: 12,156 shares; 2025Q3: 7,485 shares; 2025Q4: 6,599 shares; 2026Q1: 5,792 shares 5,792 $384K 0.02% -807 Timeline NYF 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: 7,895 shares; 2024Q4: 7,969 shares; 2025Q1: 8,007 shares; 2025Q2: 7,226 shares; 2025Q3: 7,226 shares; 2025Q4: 7,226 shares; 2026Q1: 7,226 shares 7,226 $384K 0.02% 0 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 9,168 shares; 2025Q1: 9,167 shares; 2025Q2: 10,701 shares; 2025Q3: 6,508 shares; 2025Q4: 6,579 shares; 2026Q1: 6,387 shares 6,387 $383K 0.02% -192 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: 22,980 shares; 2024Q4: 22,824 shares; 2025Q1: 31,678 shares; 2025Q2: 23,120 shares; 2025Q3: 6,896 shares; 2025Q4: 7,135 shares; 2026Q1: 7,647 shares 7,647 $378K 0.02% +512 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,851 shares; 2024Q4: 15,678 shares; 2025Q1: 14,533 shares; 2025Q2: 14,083 shares; 2025Q3: 12,765 shares; 2025Q4: 12,365 shares; 2026Q1: 12,365 shares 12,365 $377K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,589 shares; 2025Q3: 1,612 shares; 2025Q4: 1,598 shares; 2026Q1: 1,604 shares 1,604 $372K 0.02% +6 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares; 2026Q1: 3,678 shares 3,678 $372K 0.02% +195 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: not reported; 2025Q2: 2,488 shares; 2025Q3: 3,028 shares; 2025Q4: 2,878 shares; 2026Q1: 2,833 shares 2,833 $371K 0.02% -45 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 889 shares; 2026Q1: 944 shares 944 $369K 0.02% +55 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: 9,446 shares; 2024Q4: 9,200 shares; 2025Q1: 9,273 shares; 2025Q2: not reported; 2025Q3: 9,388 shares; 2025Q4: 9,418 shares; 2026Q1: 9,456 shares 9,456 $369K 0.02% +38 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,148 shares; 2026Q1: 4,629 shares 4,629 $368K 0.02% -2,519 Timeline SPLV 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: 2,762 shares; 2025Q2: 5,563 shares; 2025Q3: 5,569 shares; 2025Q4: 5,574 shares; 2026Q1: 5,031 shares 5,031 $368K 0.02% -543 Timeline WTAI 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: 13,188 shares; 2024Q4: 13,188 shares; 2025Q1: 13,188 shares; 2025Q2: 13,188 shares; 2025Q3: 13,188 shares; 2025Q4: 13,020 shares; 2026Q1: 13,020 shares 13,020 $368K 0.02% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 7,336 shares; 2025Q1: 7,336 shares; 2025Q2: 7,336 shares; 2025Q3: 6,003 shares; 2025Q4: 9,004 shares; 2026Q1: 9,004 shares 9,004 $364K 0.02% 0 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 4,950 shares; 2025Q1: 4,956 shares; 2025Q2: 4,734 shares; 2025Q3: 4,741 shares; 2025Q4: 4,940 shares; 2026Q1: 4,945 shares 4,945 $363K 0.02% +5 Timeline IXN 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: 3,629 shares; 2026Q1: 3,629 shares 3,629 $363K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,391 shares; 2025Q3: 2,421 shares; 2025Q4: 2,440 shares; 2026Q1: 2,476 shares 2,476 $362K 0.02% +36 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,441 shares; 2025Q1: 1,009 shares; 2025Q2: 1,364 shares; 2025Q3: 1,366 shares; 2025Q4: 1,776 shares; 2026Q1: 1,570 shares 1,570 $361K 0.02% -206 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: not reported; 2025Q2: not reported; 2025Q3: 3,528 shares; 2025Q4: 3,867 shares; 2026Q1: 5,003 shares 5,003 $359K 0.02% +1,136 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 670 shares; 2026Q1: 769 shares 769 $357K 0.02% +99 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 9,837 shares; 2025Q1: 6,978 shares; 2025Q2: 7,253 shares; 2025Q3: 7,150 shares; 2025Q4: 8,816 shares; 2026Q1: 7,002 shares 7,002 $353K 0.02% -1,814 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: 3,150 shares; 2024Q4: 3,233 shares; 2025Q1: 3,247 shares; 2025Q2: 3,220 shares; 2025Q3: 3,220 shares; 2025Q4: 3,220 shares; 2026Q1: 3,220 shares 3,220 $344K 0.02% 0 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 6,476 shares; 2026Q1: 6,954 shares 6,954 $344K 0.02% +478 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,878 shares; 2025Q1: 2,838 shares; 2025Q2: not reported; 2025Q3: 3,264 shares; 2025Q4: 4,199 shares; 2026Q1: 4,201 shares 4,201 $341K 0.02% +2 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 1,919 shares; 2025Q1: 1,917 shares; 2025Q2: 1,644 shares; 2025Q3: 1,759 shares; 2025Q4: 1,684 shares; 2026Q1: 1,496 shares 1,496 $336K 0.02% -188 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: 11,461 shares; 2024Q4: 11,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 1,914 shares; 2026Q1: 2,643 shares 2,643 $334K 0.02% +729 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,661 shares; 2025Q4: 3,661 shares; 2026Q1: 3,661 shares 3,661 $330K 0.02% 0 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: 7,272 shares; 2024Q4: 7,590 shares; 2025Q1: 7,654 shares; 2025Q2: 4,685 shares; 2025Q3: 5,185 shares; 2025Q4: 5,214 shares; 2026Q1: 5,434 shares 5,434 $330K 0.02% +220 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: 2,933 shares; 2025Q3: 2,933 shares; 2025Q4: 2,954 shares; 2026Q1: 3,023 shares 3,023 $328K 0.02% +69 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: not reported; 2025Q2: 6,210 shares; 2025Q3: 6,210 shares; 2025Q4: 6,210 shares; 2026Q1: 6,210 shares 6,210 $328K 0.02% 0 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,339 shares; 2025Q4: 15,041 shares; 2026Q1: 10,476 shares 10,476 $327K 0.02% -4,565 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,477 shares 9,477 $326K 0.02% 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: not reported; 2025Q3: not reported; 2025Q4: 2,005 shares; 2026Q1: 2,979 shares 2,979 $322K 0.02% +974 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,182 shares; 2024Q4: 15,182 shares; 2025Q1: 15,182 shares; 2025Q2: 15,322 shares; 2025Q3: 12,322 shares; 2025Q4: 12,322 shares; 2026Q1: 12,410 shares 12,410 $321K 0.02% +88 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,441 shares; 2026Q1: 5,585 shares 5,585 $318K 0.02% +144 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $315K 0.02% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,809 shares; 2025Q1: 1,814 shares; 2025Q2: 1,809 shares; 2025Q3: 1,809 shares; 2025Q4: 1,809 shares; 2026Q1: 1,809 shares 1,809 $312K 0.02% 0 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: 1,340 shares; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,422 shares; 2025Q4: 2,199 shares; 2026Q1: 2,137 shares 2,137 $309K 0.02% -62 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,364 shares 3,364 $307K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 470 shares; 2026Q1: 568 shares 568 $306K 0.01% +98 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: 1,398 shares; 2026Q1: 900 shares 900 $304K 0.01% -498 Timeline CSIQ CANADIAN SOLAR INC More: the full row for CANADIAN SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,900 shares; 2024Q4: 21,900 shares; 2025Q1: 21,900 shares; 2025Q2: 24,650 shares; 2025Q3: 24,650 shares; 2025Q4: 24,650 shares; 2026Q1: 21,900 shares 21,900 $303K 0.01% -2,750 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: 526 shares; 2024Q4: 522 shares; 2025Q1: 628 shares; 2025Q2: 630 shares; 2025Q3: 712 shares; 2025Q4: 764 shares; 2026Q1: 681 shares 681 $303K 0.01% -83 Timeline SHYD 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: 15,741 shares; 2024Q4: 13,958 shares; 2025Q1: 13,958 shares; 2025Q2: 13,958 shares; 2025Q3: 13,958 shares; 2025Q4: 13,345 shares; 2026Q1: 13,345 shares 13,345 $302K 0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,400 shares; 2025Q4: not reported; 2026Q1: 6,216 shares 6,216 $301K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 8,907 shares; 2025Q1: 4,633 shares; 2025Q2: 2,419 shares; 2025Q3: 2,269 shares; 2025Q4: 2,310 shares; 2026Q1: 1,861 shares 1,861 $301K 0.01% -449 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,117 shares 4,117 $298K 0.01% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,903 shares; 2026Q1: 14,980 shares 14,980 $298K 0.01% +77 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,170 shares 3,170 $296K 0.01% new 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: 6,451 shares; 2024Q4: 6,473 shares; 2025Q1: not reported; 2025Q2: 5,527 shares; 2025Q3: 5,546 shares; 2025Q4: 5,742 shares; 2026Q1: 4,458 shares 4,458 $295K 0.01% -1,284 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,020 shares; 2025Q3: 8,020 shares; 2025Q4: 8,108 shares; 2026Q1: 8,020 shares 8,020 $295K 0.01% -88 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,787 shares; 2024Q4: 6,027 shares; 2025Q1: 6,713 shares; 2025Q2: 6,859 shares; 2025Q3: 3,661 shares; 2025Q4: 3,900 shares; 2026Q1: 2,940 shares 2,940 $287K 0.01% -960 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: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 620 shares 620 $287K 0.01% +11 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: 5,359 shares; 2025Q2: 5,359 shares; 2025Q3: 7,052 shares; 2025Q4: 7,741 shares; 2026Q1: 5,662 shares 5,662 $285K 0.01% -2,079 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: 1,329 shares; 2025Q3: 1,518 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares 1,117 $285K 0.01% 0 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: 3,298 shares; 2024Q4: 2,273 shares; 2025Q1: 2,126 shares; 2025Q2: 2,427 shares; 2025Q3: 2,489 shares; 2025Q4: 2,496 shares; 2026Q1: 2,512 shares 2,512 $284K 0.01% +16 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,114 shares; 2025Q2: 3,122 shares; 2025Q3: 3,502 shares; 2025Q4: 3,517 shares; 2026Q1: 2,598 shares 2,598 $283K 0.01% -919 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 3,356 shares; 2026Q1: 3,412 shares 3,412 $283K 0.01% +56 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 14,053 shares; 2025Q3: 14,053 shares; 2025Q4: 15,019 shares; 2026Q1: 15,019 shares 15,019 $282K 0.01% 0 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: 15,862 shares; 2024Q4: 14,006 shares; 2025Q1: 10,225 shares; 2025Q2: 9,486 shares; 2025Q3: 6,657 shares; 2025Q4: 4,658 shares; 2026Q1: 4,364 shares 4,364 $282K 0.01% -294 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 6,404 shares; 2025Q1: 7,454 shares; 2025Q2: 6,113 shares; 2025Q3: 4,925 shares; 2025Q4: 4,569 shares; 2026Q1: 3,187 shares 3,187 $276K 0.01% -1,382 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly 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: 441 shares; 2026Q1: 465 shares 465 $276K 0.01% +24 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787 shares; 2026Q1: 804 shares 804 $272K 0.01% +17 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: 10,682 shares; 2024Q4: 20,433 shares; 2025Q1: 2,666 shares; 2025Q2: 4,322 shares; 2025Q3: 4,336 shares; 2025Q4: 3,800 shares; 2026Q1: 3,177 shares 3,177 $271K 0.01% -623 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,721 shares; 2025Q4: 4,742 shares; 2026Q1: 4,744 shares 4,744 $271K 0.01% +2 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP 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: 4,072 shares; 2025Q3: 2,514 shares; 2025Q4: 2,799 shares; 2026Q1: 2,820 shares 2,820 $271K 0.01% +21 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,712 shares; 2025Q2: 4,491 shares; 2025Q3: 4,221 shares; 2025Q4: 4,304 shares; 2026Q1: 2,408 shares 2,408 $271K 0.01% -1,896 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,298 shares; 2024Q4: 4,798 shares; 2025Q1: 4,798 shares; 2025Q2: 4,298 shares; 2025Q3: 3,598 shares; 2025Q4: 2,945 shares; 2026Q1: 2,852 shares 2,852 $268K 0.01% -93 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: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: 963 shares; 2026Q1: 777 shares 777 $267K 0.01% -186 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: 1,181 shares; 2024Q4: 874 shares; 2025Q1: 895 shares; 2025Q2: 962 shares; 2025Q3: 842 shares; 2025Q4: 962 shares; 2026Q1: 992 shares 992 $265K 0.01% +30 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: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,562 shares; 2025Q2: 1,600 shares; 2025Q3: 1,619 shares; 2025Q4: 1,110 shares; 2026Q1: 1,252 shares 1,252 $263K 0.01% +142 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,367 shares; 2025Q1: 1,523 shares; 2025Q2: 1,523 shares; 2025Q3: 1,523 shares; 2025Q4: 1,523 shares; 2026Q1: 1,455 shares 1,455 $262K 0.01% -68 Timeline MTUM 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: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,101 shares; 2025Q3: 1,090 shares; 2025Q4: 1,126 shares; 2026Q1: 1,090 shares 1,090 $262K 0.01% -36 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,037 shares; 2025Q3: 2,354 shares; 2025Q4: 2,795 shares; 2026Q1: 2,797 shares 2,797 $258K 0.01% +2 Timeline JBBB 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: 6,762 shares; 2025Q2: 6,762 shares; 2025Q3: 7,175 shares; 2025Q4: 5,929 shares; 2026Q1: 5,436 shares 5,436 $253K 0.01% -493 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: 1,501 shares; 2024Q4: 1,495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 742 shares; 2026Q1: 908 shares 908 $252K 0.01% +166 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 1,925 shares; 2025Q1: 1,237 shares; 2025Q2: 2,298 shares; 2025Q3: 2,097 shares; 2025Q4: 1,196 shares; 2026Q1: 1,136 shares 1,136 $251K 0.01% -60 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,356 shares; 2025Q1: not reported; 2025Q2: 875 shares; 2025Q3: 876 shares; 2025Q4: 878 shares; 2026Q1: 827 shares 827 $250K 0.01% -51 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 455 shares 455 $248K 0.01% new Timeline LRGF 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: 3,747 shares; 2025Q3: 3,747 shares; 2025Q4: 3,747 shares; 2026Q1: 3,747 shares 3,747 $247K 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: 2,546 shares; 2025Q1: 2,005 shares; 2025Q2: 2,020 shares; 2025Q3: 2,226 shares; 2025Q4: 2,567 shares; 2026Q1: 2,678 shares 2,678 $247K 0.01% +111 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: 10,079 shares; 2024Q4: 10,078 shares; 2025Q1: 10,054 shares; 2025Q2: 10,483 shares; 2025Q3: 9,451 shares; 2025Q4: 10,085 shares; 2026Q1: 9,439 shares 9,439 $244K 0.01% -646 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 7,220 shares; 2025Q1: 3,414 shares; 2025Q2: 3,991 shares; 2025Q3: 4,072 shares; 2025Q4: 3,502 shares; 2026Q1: 4,549 shares 4,549 $244K 0.01% +1,047 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: 182 shares; 2025Q1: 157 shares; 2025Q2: 154 shares; 2025Q3: 124 shares; 2025Q4: 84 shares; 2026Q1: 72 shares 72 $243K 0.01% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,540 shares; 2026Q1: 2,599 shares 2,599 $243K 0.01% +59 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,052 shares 11,052 $242K 0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,735 shares; 2025Q4: 3,293 shares; 2026Q1: 2,206 shares 2,206 $242K 0.01% -1,087 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 7,016 shares; 2025Q1: 6,399 shares; 2025Q2: 6,224 shares; 2025Q3: 3,617 shares; 2025Q4: 2,429 shares; 2026Q1: 1,908 shares 1,908 $241K 0.01% -521 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,980 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares; 2026Q1: 3,980 shares 3,980 $241K 0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $240K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,908 shares; 2024Q4: 10,475 shares; 2025Q1: not reported; 2025Q2: 6,442 shares; 2025Q3: 6,658 shares; 2025Q4: 7,510 shares; 2026Q1: 8,173 shares 8,173 $235K 0.01% +663 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,167 shares; 2024Q4: 11,926 shares; 2025Q1: 11,112 shares; 2025Q2: 3,786 shares; 2025Q3: 3,165 shares; 2025Q4: 2,819 shares; 2026Q1: 2,819 shares 2,819 $231K 0.01% 0 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 2,076 shares; 2025Q2: 2,225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,340 shares 3,340 $230K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,097 shares; 2024Q4: 39,601 shares; 2025Q1: 25,821 shares; 2025Q2: 25,525 shares; 2025Q3: 26,936 shares; 2025Q4: 3,027 shares; 2026Q1: 1,529 shares 1,529 $229K 0.01% -1,498 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,815 shares 3,815 $229K 0.01% new Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly 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: 4,331 shares 4,331 $229K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares 930 $227K 0.01% new 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: 1,666 shares; 2024Q4: 1,644 shares; 2025Q1: 1,507 shares; 2025Q2: 1,524 shares; 2025Q3: 1,324 shares; 2025Q4: 690 shares; 2026Q1: 421 shares 421 $227K 0.01% -269 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: 2,253 shares; 2024Q4: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,693 shares; 2025Q3: 1,460 shares; 2025Q4: 1,150 shares; 2026Q1: 1,241 shares 1,241 $226K 0.01% +91 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: 1,024 shares; 2025Q3: 867 shares; 2025Q4: 813 shares; 2026Q1: 678 shares 678 $226K 0.01% -135 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,841 shares; 2024Q4: 12,790 shares; 2025Q1: 1,585 shares; 2025Q2: 1,220 shares; 2025Q3: 1,221 shares; 2025Q4: not reported; 2026Q1: 753 shares 753 $225K 0.01% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS 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: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 3,594 shares; 2026Q1: 3,594 shares 3,594 $224K 0.01% 0 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 4,925 shares 4,925 $222K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,228 shares; 2025Q3: 10,228 shares; 2025Q4: 8,688 shares; 2026Q1: 8,688 shares 8,688 $218K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,546 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,279 shares; 2026Q1: 5,679 shares 5,679 $217K 0.01% -1,600 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: 1,548 shares; 2025Q3: 1,691 shares; 2025Q4: 1,675 shares; 2026Q1: 1,480 shares 1,480 $216K 0.01% -195 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,082 shares; 2024Q4: 9,095 shares; 2025Q1: 9,109 shares; 2025Q2: 9,125 shares; 2025Q3: 9,139 shares; 2025Q4: 8,130 shares; 2026Q1: 8,006 shares 8,006 $214K 0.01% -124 Timeline HDV 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: 1,678 shares; 2026Q1: 1,569 shares 1,569 $213K 0.01% -109 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,028 shares; 2025Q1: not reported; 2025Q2: 1,007 shares; 2025Q3: 1,175 shares; 2025Q4: 1,409 shares; 2026Q1: 1,384 shares 1,384 $211K 0.01% -25 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,416 shares 3,416 $209K 0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,792 shares; 2026Q1: 3,986 shares 3,986 $208K 0.01% +194 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,510 shares; 2025Q3: 2,533 shares; 2025Q4: 2,495 shares; 2026Q1: 2,332 shares 2,332 $207K 0.01% -163 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 6,793 shares; 2025Q1: 6,850 shares; 2025Q2: 7,214 shares; 2025Q3: not reported; 2025Q4: 2,369 shares; 2026Q1: 1,924 shares 1,924 $206K 0.01% -445 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: 2,909 shares; 2024Q4: 2,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 628 shares 628 $205K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 2,539 shares; 2025Q4: not reported; 2026Q1: 2,198 shares 2,198 $204K 0.01% new Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,580 shares; 2024Q4: 322,580 shares; 2025Q1: 322,580 shares; 2025Q2: 322,580 shares; 2025Q3: 322,580 shares; 2025Q4: 322,580 shares; 2026Q1: 322,580 shares 322,580 $203K 0.01% 0 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,775 shares; 2025Q1: 5,775 shares; 2025Q2: 6,161 shares; 2025Q3: 6,203 shares; 2025Q4: not reported; 2026Q1: 4,274 shares 4,274 $203K 0.01% new Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,876 shares; 2025Q3: 12,603 shares; 2025Q4: 12,154 shares; 2026Q1: 12,198 shares 12,198 $195K 0.01% +44 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,694 shares; 2024Q4: 15,194 shares; 2025Q1: 14,422 shares; 2025Q2: 12,994 shares; 2025Q3: 13,050 shares; 2025Q4: 12,202 shares; 2026Q1: 11,820 shares 11,820 $191K 0.01% -382 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,177 shares; 2026Q1: 15,177 shares 15,177 $190K 0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 20,627 shares; 2025Q1: 20,627 shares; 2025Q2: 14,915 shares; 2025Q3: 14,915 shares; 2025Q4: 15,109 shares; 2026Q1: 14,914 shares 14,914 $183K 0.01% -195 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,754 shares; 2024Q4: 20,457 shares; 2025Q1: 14,358 shares; 2025Q2: 13,717 shares; 2025Q3: 10,356 shares; 2025Q4: 10,708 shares; 2026Q1: 10,124 shares 10,124 $175K 0.01% -584 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,328 shares; 2024Q4: 18,328 shares; 2025Q1: 18,328 shares; 2025Q2: 18,328 shares; 2025Q3: 18,328 shares; 2025Q4: 18,847 shares; 2026Q1: 18,328 shares 18,328 $172K 0.01% -519 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 18,010 shares 18,010 $119K 0.01% new Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly 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: 12,050 shares; 2025Q4: 12,050 shares; 2026Q1: 12,050 shares 12,050 $76.2K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,085 shares; 2024Q4: 17,209 shares; 2025Q1: 15,274 shares; 2025Q2: 12,405 shares; 2025Q3: 12,405 shares; 2025Q4: 12,405 shares; 2026Q1: 11,277 shares 11,277 $52.2K <0.01% -1,128 Timeline TE T1 ENERGY INC More: the full row for T1 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $43.9K <0.01% 0 Timeline AMPG AMPLITECH GROUP INC More: the full row for AMPLITECH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,775 shares; 2025Q2: 10,775 shares; 2025Q3: 14,775 shares; 2025Q4: 14,775 shares; 2026Q1: 14,775 shares 14,775 $28.1K <0.01% 0 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,337 shares; 2025Q1: 23,337 shares; 2025Q2: 23,337 shares; 2025Q3: 39,466 shares; 2025Q4: 29,050 shares; 2026Q1: 29,050 shares 29,050 $22.1K <0.01% 0 Timeline