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: 176,111 shares; 2024Q4: 177,445 shares; 2025Q1: 174,391 shares; 2025Q2: 186,231 shares; 2025Q3: 192,997 shares; 2025Q4: 182,892 shares; 2026Q1: 182,568 shares 182,568 $119M 14.55% -324 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597,099 shares; 2024Q4: 590,822 shares; 2025Q1: 596,607 shares; 2025Q2: 621,784 shares; 2025Q3: 648,068 shares; 2025Q4: 623,903 shares; 2026Q1: 613,310 shares 613,310 $52M 6.35% -10,593 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,443 shares; 2024Q4: 346,472 shares; 2025Q1: 342,647 shares; 2025Q2: 365,900 shares; 2025Q3: 382,514 shares; 2025Q4: 363,168 shares; 2026Q1: 365,474 shares 365,474 $40.6M 4.96% +2,306 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: 408,657 shares; 2024Q4: 428,627 shares; 2025Q1: 463,861 shares; 2025Q2: 500,547 shares; 2025Q3: 540,773 shares; 2025Q4: 564,060 shares; 2026Q1: 555,884 shares 555,884 $33.1M 4.04% -8,176 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: 781,161 shares; 2024Q4: 758,765 shares; 2025Q1: 751,673 shares; 2025Q2: 644,765 shares; 2025Q3: 641,405 shares; 2025Q4: 615,573 shares; 2026Q1: 629,537 shares 629,537 $31.4M 3.83% +13,964 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: 47,383 shares; 2024Q4: 47,209 shares; 2025Q1: 46,628 shares; 2025Q2: 47,480 shares; 2025Q3: 47,452 shares; 2025Q4: 46,601 shares; 2026Q1: 46,359 shares 46,359 $30.1M 3.68% -242 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,798 shares; 2024Q4: 291,283 shares; 2025Q1: 302,094 shares; 2025Q2: 315,345 shares; 2025Q3: 347,007 shares; 2025Q4: 340,665 shares; 2026Q1: 342,034 shares 342,034 $28.6M 3.49% +1,369 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: 102,798 shares; 2024Q4: 110,171 shares; 2025Q1: 101,023 shares; 2025Q2: 96,870 shares; 2025Q3: 97,411 shares; 2025Q4: 96,807 shares; 2026Q1: 110,785 shares 110,785 $28.1M 3.43% +13,978 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,384 shares; 2024Q4: 195,556 shares; 2025Q1: 195,779 shares; 2025Q2: 210,041 shares; 2025Q3: 217,549 shares; 2025Q4: 208,668 shares; 2026Q1: 206,501 shares 206,501 $16.6M 2.03% -2,167 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,866 shares; 2024Q4: 162,434 shares; 2025Q1: 169,641 shares; 2025Q2: 212,686 shares; 2025Q3: 235,663 shares; 2025Q4: 247,812 shares; 2026Q1: 251,653 shares 251,653 $16.2M 1.98% +3,841 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: 239,965 shares; 2024Q4: 233,693 shares; 2025Q1: 232,610 shares; 2025Q2: 231,935 shares; 2025Q3: 241,222 shares; 2025Q4: 228,696 shares; 2026Q1: 224,443 shares 224,443 $15.7M 1.91% -4,253 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,188 shares; 2026Q1: 210,917 shares 210,917 $13.8M 1.68% -271 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: 138,968 shares; 2024Q4: 143,729 shares; 2025Q1: 149,779 shares; 2025Q2: 153,429 shares; 2025Q3: 154,332 shares; 2025Q4: 154,247 shares; 2026Q1: 153,554 shares 153,554 $13.5M 1.65% -693 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,663 shares; 2024Q4: 181,162 shares; 2025Q1: 183,098 shares; 2025Q2: 194,087 shares; 2025Q3: 200,377 shares; 2025Q4: 193,168 shares; 2026Q1: 192,525 shares 192,525 $11.5M 1.41% -643 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: 70,042 shares; 2024Q4: 76,544 shares; 2025Q1: 70,630 shares; 2025Q2: 71,743 shares; 2025Q3: 70,847 shares; 2025Q4: 68,128 shares; 2026Q1: 63,110 shares 63,110 $11M 1.34% -5,018 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: 183,612 shares; 2024Q4: 190,145 shares; 2025Q1: 169,325 shares; 2025Q2: 140,368 shares; 2025Q3: 138,417 shares; 2025Q4: 125,622 shares; 2026Q1: 119,858 shares 119,858 $10.9M 1.32% -5,764 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,248 shares; 2024Q4: 24,810 shares; 2025Q1: 24,877 shares; 2025Q2: 27,991 shares; 2025Q3: 30,119 shares; 2025Q4: 39,542 shares; 2026Q1: 47,144 shares 47,144 $10.5M 1.28% +7,602 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,831 shares; 2024Q4: 70,369 shares; 2025Q1: 70,049 shares; 2025Q2: 87,604 shares; 2025Q3: 94,095 shares; 2025Q4: 91,786 shares; 2026Q1: 91,857 shares 91,857 $10.1M 1.24% +71 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: 4,787 shares; 2024Q4: 36,548 shares; 2025Q1: 25,476 shares; 2025Q2: 74,868 shares; 2025Q3: 69,115 shares; 2025Q4: 99,354 shares; 2026Q1: 94,636 shares 94,636 $10M 1.23% -4,718 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: 94,170 shares; 2024Q4: 116,478 shares; 2025Q1: 123,388 shares; 2025Q2: 145,858 shares; 2025Q3: 146,427 shares; 2025Q4: 151,550 shares; 2026Q1: 147,892 shares 147,892 $9.48M 1.16% -3,658 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 552,074 shares; 2026Q1: 534,972 shares 534,972 $8.89M 1.08% -17,102 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: 14,520 shares; 2024Q4: 22,557 shares; 2025Q1: 23,407 shares; 2025Q2: 25,937 shares; 2025Q3: 26,083 shares; 2025Q4: 26,528 shares; 2026Q1: 26,132 shares 26,132 $8.38M 1.02% -396 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: 23,273 shares; 2024Q4: 24,478 shares; 2025Q1: 29,727 shares; 2025Q2: 28,457 shares; 2025Q3: 29,202 shares; 2025Q4: 29,343 shares; 2026Q1: 29,117 shares 29,117 $8.35M 1.02% -226 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,418 shares; 2024Q4: 65,076 shares; 2025Q1: 56,106 shares; 2025Q2: 69,182 shares; 2025Q3: 64,081 shares; 2025Q4: 60,102 shares; 2026Q1: 59,600 shares 59,600 $6.69M 0.82% -502 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: 11,361 shares; 2024Q4: 12,043 shares; 2025Q1: 12,647 shares; 2025Q2: 12,033 shares; 2025Q3: 11,802 shares; 2025Q4: 11,776 shares; 2026Q1: 10,981 shares 10,981 $6.56M 0.8% -795 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: 31,174 shares; 2024Q4: 32,754 shares; 2025Q1: 31,484 shares; 2025Q2: 31,229 shares; 2025Q3: 26,364 shares; 2025Q4: 25,472 shares; 2026Q1: 28,595 shares 28,595 $5.96M 0.73% +3,123 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: 18,223 shares; 2024Q4: 20,333 shares; 2025Q1: 17,792 shares; 2025Q2: 15,854 shares; 2025Q3: 15,519 shares; 2025Q4: 13,976 shares; 2026Q1: 15,603 shares 15,603 $5.78M 0.7% +1,627 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: 73,203 shares; 2024Q4: 69,869 shares; 2025Q1: 68,012 shares; 2025Q2: 61,211 shares; 2025Q3: 58,730 shares; 2025Q4: 57,918 shares; 2026Q1: 55,587 shares 55,587 $5.4M 0.66% -2,331 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,921 shares; 2024Q4: 75,762 shares; 2025Q1: 69,129 shares; 2025Q2: 61,530 shares; 2025Q3: 57,446 shares; 2025Q4: 57,073 shares; 2026Q1: 55,426 shares 55,426 $5.3M 0.65% -1,647 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: 22,388 shares; 2024Q4: 23,959 shares; 2025Q1: 19,540 shares; 2025Q2: 18,454 shares; 2025Q3: 18,030 shares; 2025Q4: 17,345 shares; 2026Q1: 17,878 shares 17,878 $5.14M 0.63% +533 Timeline MGV 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: 77,440 shares; 2024Q4: 69,465 shares; 2025Q1: 64,152 shares; 2025Q2: 47,224 shares; 2025Q3: 43,138 shares; 2025Q4: 36,420 shares; 2026Q1: 34,290 shares 34,290 $4.97M 0.61% -2,130 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: 84,652 shares; 2024Q4: 78,411 shares; 2025Q1: 79,867 shares; 2025Q2: 76,898 shares; 2025Q3: 75,674 shares; 2025Q4: 71,921 shares; 2026Q1: 70,734 shares 70,734 $4.78M 0.58% -1,187 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: 27,786 shares; 2024Q4: 26,389 shares; 2025Q1: 25,486 shares; 2025Q2: 19,906 shares; 2025Q3: 19,457 shares; 2025Q4: 18,501 shares; 2026Q1: 18,751 shares 18,751 $4.65M 0.57% +250 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: 14,622 shares; 2024Q4: 15,055 shares; 2025Q1: 14,672 shares; 2025Q2: 14,588 shares; 2025Q3: 14,830 shares; 2025Q4: 14,010 shares; 2026Q1: 14,140 shares 14,140 $4.38M 0.53% +130 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,600 shares; 2024Q4: 30,860 shares; 2025Q1: 30,859 shares; 2025Q2: 30,907 shares; 2025Q3: 31,002 shares; 2025Q4: 31,026 shares; 2026Q1: 30,996 shares 30,996 $4.29M 0.52% -30 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,750 shares; 2024Q4: 137,420 shares; 2025Q1: 121,048 shares; 2025Q2: 95,934 shares; 2025Q3: 95,348 shares; 2025Q4: 91,110 shares; 2026Q1: 86,444 shares 86,444 $3.93M 0.48% -4,666 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: 28,136 shares; 2024Q4: 26,676 shares; 2025Q1: 26,339 shares; 2025Q2: 26,260 shares; 2025Q3: 26,875 shares; 2025Q4: 25,450 shares; 2026Q1: 25,268 shares 25,268 $3.65M 0.45% -182 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,723 shares; 2024Q4: 106,325 shares; 2025Q1: 97,614 shares; 2025Q2: 86,830 shares; 2025Q3: 84,525 shares; 2025Q4: 82,832 shares; 2026Q1: 80,351 shares 80,351 $3.62M 0.44% -2,481 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: 11,887 shares; 2024Q4: 11,390 shares; 2025Q1: 12,004 shares; 2025Q2: 11,978 shares; 2025Q3: 11,979 shares; 2025Q4: 11,319 shares; 2026Q1: 11,566 shares 11,566 $3.4M 0.42% +247 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: 8,415 shares; 2024Q4: 8,961 shares; 2025Q1: 9,452 shares; 2025Q2: 9,717 shares; 2025Q3: 9,890 shares; 2025Q4: 9,756 shares; 2026Q1: 9,909 shares 9,909 $3.35M 0.41% +153 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,721 shares; 2025Q4: 22,001 shares; 2026Q1: 22,043 shares 22,043 $3.22M 0.39% +42 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: 3,236 shares; 2024Q4: 3,631 shares; 2025Q1: 3,590 shares; 2025Q2: 3,479 shares; 2025Q3: 3,601 shares; 2025Q4: 3,621 shares; 2026Q1: 3,463 shares 3,463 $3.19M 0.39% -158 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 12,197 shares; 2025Q1: 17,480 shares; 2025Q2: 19,577 shares; 2025Q3: 15,393 shares; 2025Q4: 21,254 shares; 2026Q1: 19,360 shares 19,360 $3.18M 0.39% -1,894 Timeline XVV 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: 97,904 shares; 2024Q4: 94,956 shares; 2025Q1: 85,987 shares; 2025Q2: 70,207 shares; 2025Q3: 63,847 shares; 2025Q4: 62,780 shares; 2026Q1: 62,780 shares 62,780 $3.09M 0.38% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 4,783 shares; 2025Q1: 4,768 shares; 2025Q2: 4,831 shares; 2025Q3: 5,342 shares; 2025Q4: 5,099 shares; 2026Q1: 5,363 shares 5,363 $3.07M 0.37% +264 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,521 shares; 2024Q4: 13,320 shares; 2025Q1: 15,484 shares; 2025Q2: 16,049 shares; 2025Q3: 19,025 shares; 2025Q4: 20,147 shares; 2026Q1: 21,529 shares 21,529 $2.98M 0.36% +1,382 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: 5,509 shares; 2024Q4: 5,489 shares; 2025Q1: 5,380 shares; 2025Q2: 5,466 shares; 2025Q3: 5,485 shares; 2025Q4: 5,441 shares; 2026Q1: 5,408 shares 5,408 $2.68M 0.33% -33 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: 46,005 shares; 2024Q4: 58,438 shares; 2025Q1: 52,932 shares; 2025Q2: 48,009 shares; 2025Q3: 47,258 shares; 2025Q4: 48,954 shares; 2026Q1: 49,228 shares 49,228 $2.66M 0.32% +274 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: 4,395 shares; 2024Q4: 4,791 shares; 2025Q1: 4,799 shares; 2025Q2: 5,040 shares; 2025Q3: 5,113 shares; 2025Q4: 5,063 shares; 2026Q1: 5,063 shares 5,063 $2.43M 0.3% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,235 shares; 2024Q4: 114,514 shares; 2025Q1: 114,904 shares; 2025Q2: 110,626 shares; 2025Q3: 108,904 shares; 2025Q4: 106,321 shares; 2026Q1: 95,601 shares 95,601 $2.37M 0.29% -10,720 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: 29,399 shares; 2024Q4: 30,169 shares; 2025Q1: 28,634 shares; 2025Q2: 28,374 shares; 2025Q3: 33,102 shares; 2025Q4: 31,061 shares; 2026Q1: 30,771 shares 30,771 $2.34M 0.29% -290 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: 9,596 shares; 2024Q4: 11,475 shares; 2025Q1: 9,966 shares; 2025Q2: 9,702 shares; 2025Q3: 10,832 shares; 2025Q4: 10,327 shares; 2026Q1: 10,496 shares 10,496 $2.28M 0.28% +169 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: 15,419 shares; 2024Q4: 15,334 shares; 2025Q1: 15,245 shares; 2025Q2: 15,295 shares; 2025Q3: 15,197 shares; 2025Q4: 14,420 shares; 2026Q1: 14,674 shares 14,674 $2.28M 0.28% +254 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: 11,111 shares; 2025Q1: 11,020 shares; 2025Q2: 11,327 shares; 2025Q3: 11,821 shares; 2025Q4: 11,620 shares; 2026Q1: 10,502 shares 10,502 $2.24M 0.27% -1,118 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: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 3,561 shares; 2025Q2: 9,109 shares; 2025Q3: 8,806 shares; 2025Q4: 17,612 shares; 2026Q1: 16,484 shares 16,484 $2.19M 0.27% -1,128 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: 48,506 shares; 2024Q4: 55,526 shares; 2025Q1: 47,484 shares; 2025Q2: 40,510 shares; 2025Q3: 39,085 shares; 2025Q4: 38,930 shares; 2026Q1: 38,347 shares 38,347 $2.18M 0.27% -583 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: 18,101 shares; 2024Q4: 17,963 shares; 2025Q1: 18,826 shares; 2025Q2: 17,914 shares; 2025Q3: 17,719 shares; 2025Q4: 18,663 shares; 2026Q1: 17,994 shares 17,994 $2.16M 0.26% -669 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: 5,883 shares; 2024Q4: 6,325 shares; 2025Q1: 6,384 shares; 2025Q2: 6,671 shares; 2025Q3: 6,790 shares; 2025Q4: 6,797 shares; 2026Q1: 6,836 shares 6,836 $2.07M 0.25% +39 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: 3,093 shares; 2024Q4: 3,593 shares; 2025Q1: 3,656 shares; 2025Q2: 3,683 shares; 2025Q3: 3,648 shares; 2025Q4: 3,288 shares; 2026Q1: 3,415 shares 3,415 $1.97M 0.24% +127 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: 51,824 shares; 2024Q4: 52,935 shares; 2025Q1: 70,209 shares; 2025Q2: 62,046 shares; 2025Q3: 64,271 shares; 2025Q4: 57,755 shares; 2026Q1: 67,473 shares 67,473 $1.89M 0.23% +9,718 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL 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: 17,954 shares; 2025Q3: 22,677 shares; 2025Q4: 52,158 shares; 2026Q1: 58,691 shares 58,691 $1.82M 0.22% +6,533 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: 5,571 shares; 2024Q4: 6,079 shares; 2025Q1: 5,948 shares; 2025Q2: 7,748 shares; 2025Q3: 8,122 shares; 2025Q4: 6,860 shares; 2026Q1: 8,234 shares 8,234 $1.79M 0.22% +1,374 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 6,585 shares; 2025Q1: 6,483 shares; 2025Q2: 6,649 shares; 2025Q3: 6,434 shares; 2025Q4: 6,239 shares; 2026Q1: 6,027 shares 6,027 $1.76M 0.21% -212 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: 2,029 shares; 2024Q4: 2,842 shares; 2025Q1: 2,425 shares; 2025Q2: 2,414 shares; 2025Q3: 2,500 shares; 2025Q4: 2,413 shares; 2026Q1: 2,446 shares 2,446 $1.73M 0.21% +33 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: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 4,019 shares; 2025Q2: 4,019 shares; 2025Q3: 4,019 shares; 2025Q4: 4,024 shares; 2026Q1: 4,024 shares 4,024 $1.72M 0.21% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 8,843 shares; 2025Q1: 8,970 shares; 2025Q2: 9,081 shares; 2025Q3: 9,132 shares; 2025Q4: 8,308 shares; 2026Q1: 8,421 shares 8,421 $1.71M 0.21% +113 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: 26,168 shares; 2024Q4: 77,300 shares; 2025Q1: 77,052 shares; 2025Q2: 68,825 shares; 2025Q3: 66,151 shares; 2025Q4: 63,593 shares; 2026Q1: 63,496 shares 63,496 $1.59M 0.19% -97 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,562 shares; 2025Q1: 1,249 shares; 2025Q2: 1,246 shares; 2025Q3: 1,523 shares; 2025Q4: 14,921 shares; 2026Q1: 16,194 shares 16,194 $1.56M 0.19% +1,273 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: 42,241 shares; 2024Q4: 60,909 shares; 2025Q1: 52,232 shares; 2025Q2: 54,353 shares; 2025Q3: 34,786 shares; 2025Q4: 31,577 shares; 2026Q1: 34,371 shares 34,371 $1.52M 0.19% +2,794 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 5,578 shares; 2025Q1: 4,858 shares; 2025Q2: 4,865 shares; 2025Q3: 4,682 shares; 2025Q4: 4,740 shares; 2026Q1: 4,373 shares 4,373 $1.49M 0.18% -367 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: 12,917 shares; 2024Q4: 13,728 shares; 2025Q1: 13,234 shares; 2025Q2: 9,763 shares; 2025Q3: 9,381 shares; 2025Q4: 8,429 shares; 2026Q1: 8,655 shares 8,655 $1.47M 0.18% +226 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: 4,371 shares; 2024Q4: 4,605 shares; 2025Q1: 4,726 shares; 2025Q2: 4,503 shares; 2025Q3: 4,703 shares; 2025Q4: 4,425 shares; 2026Q1: 4,411 shares 4,411 $1.45M 0.18% -14 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: 11,609 shares; 2024Q4: 11,875 shares; 2025Q1: 11,863 shares; 2025Q2: 11,903 shares; 2025Q3: 11,601 shares; 2025Q4: 11,461 shares; 2026Q1: 11,556 shares 11,556 $1.44M 0.18% +95 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 864 shares; 2025Q1: 995 shares; 2025Q2: 1,008 shares; 2025Q3: 1,046 shares; 2025Q4: 1,038 shares; 2026Q1: 1,023 shares 1,023 $1.35M 0.16% -15 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: 6,636 shares; 2024Q4: 6,926 shares; 2025Q1: 8,272 shares; 2025Q2: 8,223 shares; 2025Q3: 7,417 shares; 2025Q4: 8,644 shares; 2026Q1: 8,420 shares 8,420 $1.34M 0.16% -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: 13,657 shares; 2024Q4: 14,824 shares; 2025Q1: 14,408 shares; 2025Q2: 14,436 shares; 2025Q3: 14,525 shares; 2025Q4: 14,424 shares; 2026Q1: 13,948 shares 13,948 $1.34M 0.16% -476 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,749 shares; 2025Q1: 6,134 shares; 2025Q2: 5,408 shares; 2025Q3: 5,433 shares; 2025Q4: 5,305 shares; 2026Q1: 5,492 shares 5,492 $1.34M 0.16% +187 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: 1,366 shares; 2024Q4: 1,471 shares; 2025Q1: 1,429 shares; 2025Q2: 1,439 shares; 2025Q3: 1,502 shares; 2025Q4: 1,496 shares; 2026Q1: 1,537 shares 1,537 $1.3M 0.16% +41 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: 3,531 shares; 2024Q4: 3,850 shares; 2025Q1: 4,028 shares; 2025Q2: 4,058 shares; 2025Q3: 4,251 shares; 2025Q4: 4,282 shares; 2026Q1: 4,299 shares 4,299 $1.3M 0.16% +17 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: 10,110 shares; 2024Q4: 10,550 shares; 2025Q1: 10,266 shares; 2025Q2: 8,525 shares; 2025Q3: 8,310 shares; 2025Q4: 7,981 shares; 2026Q1: 8,666 shares 8,666 $1.27M 0.16% +685 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,356 shares; 2025Q2: 1,353 shares; 2025Q3: 1,357 shares; 2025Q4: 1,267 shares; 2026Q1: 1,279 shares 1,279 $1.27M 0.16% +12 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: 2,069 shares; 2024Q4: 2,315 shares; 2025Q1: 2,264 shares; 2025Q2: 2,464 shares; 2025Q3: 2,626 shares; 2025Q4: 2,626 shares; 2026Q1: 2,534 shares 2,534 $1.27M 0.15% -92 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,819 shares; 2024Q4: 16,173 shares; 2025Q1: 18,717 shares; 2025Q2: 27,272 shares; 2025Q3: 28,141 shares; 2025Q4: 30,091 shares; 2026Q1: 26,760 shares 26,760 $1.26M 0.15% -3,331 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,310 shares; 2024Q4: 12,426 shares; 2025Q1: 12,556 shares; 2025Q2: 12,541 shares; 2025Q3: 12,698 shares; 2025Q4: 12,116 shares; 2026Q1: 11,988 shares 11,988 $1.23M 0.15% -128 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: 3,031 shares; 2024Q4: 3,606 shares; 2025Q1: 3,608 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares; 2025Q4: 3,646 shares; 2026Q1: 2,835 shares 2,835 $1.22M 0.15% -811 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,956 shares; 2024Q4: 14,556 shares; 2025Q1: 15,256 shares; 2025Q2: 14,856 shares; 2025Q3: 15,656 shares; 2025Q4: 15,656 shares; 2026Q1: 13,956 shares 13,956 $1.2M 0.15% -1,700 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 2,893 shares; 2025Q1: 4,661 shares; 2025Q2: 4,777 shares; 2025Q3: 5,928 shares; 2025Q4: 6,300 shares; 2026Q1: 6,017 shares 6,017 $1.19M 0.15% -283 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 784 shares; 2025Q1: 749 shares; 2025Q2: 686 shares; 2025Q3: 1,470 shares; 2025Q4: 1,422 shares; 2026Q1: 1,348 shares 1,348 $1.18M 0.14% -74 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: 5,559 shares; 2024Q4: 5,698 shares; 2025Q1: 5,467 shares; 2025Q2: 5,455 shares; 2025Q3: 5,007 shares; 2025Q4: 4,767 shares; 2026Q1: 4,723 shares 4,723 $1.15M 0.14% -44 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: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 5,148 shares; 2025Q2: 5,148 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares 5,148 $1.1M 0.13% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 6,877 shares; 2025Q1: 4,953 shares; 2025Q2: 5,162 shares; 2025Q3: 8,679 shares; 2025Q4: 8,922 shares; 2026Q1: 9,164 shares 9,164 $1.09M 0.13% +242 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: 5,488 shares; 2024Q4: 6,591 shares; 2025Q1: 5,306 shares; 2025Q2: 5,699 shares; 2025Q3: 6,045 shares; 2025Q4: 6,065 shares; 2026Q1: 6,594 shares 6,594 $1.09M 0.13% +529 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: 4,457 shares; 2024Q4: 4,305 shares; 2025Q1: 2,692 shares; 2025Q2: 3,043 shares; 2025Q3: 2,640 shares; 2025Q4: 2,801 shares; 2026Q1: 3,163 shares 3,163 $1.07M 0.13% +362 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: 4,139 shares; 2024Q4: 4,945 shares; 2025Q1: 5,521 shares; 2025Q2: 4,597 shares; 2025Q3: 4,587 shares; 2025Q4: 4,385 shares; 2026Q1: 3,958 shares 3,958 $1.04M 0.13% -427 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: 4,197 shares; 2024Q4: 4,951 shares; 2025Q1: 4,614 shares; 2025Q2: 4,557 shares; 2025Q3: 4,887 shares; 2025Q4: 4,845 shares; 2026Q1: 4,984 shares 4,984 $1.03M 0.13% +139 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: 3,198 shares; 2024Q4: 3,659 shares; 2025Q1: 2,902 shares; 2025Q2: 2,724 shares; 2025Q3: 2,706 shares; 2025Q4: 2,738 shares; 2026Q1: 2,763 shares 2,763 $1.03M 0.13% +25 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 865 shares; 2025Q1: 859 shares; 2025Q2: 933 shares; 2025Q3: 1,092 shares; 2025Q4: 2,417 shares; 2026Q1: 2,572 shares 2,572 $1.02M 0.12% +155 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,509 shares; 2025Q3: 14,332 shares; 2025Q4: 14,149 shares; 2026Q1: 13,477 shares 13,477 $981K 0.12% -672 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: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares 3,250 $971K 0.12% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 4,044 shares; 2025Q1: 4,005 shares; 2025Q2: 4,126 shares; 2025Q3: 3,916 shares; 2025Q4: 3,983 shares; 2026Q1: 3,873 shares 3,873 $968K 0.12% -110 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: 1,912 shares; 2024Q4: 2,226 shares; 2025Q1: 2,333 shares; 2025Q2: 2,421 shares; 2025Q3: 2,632 shares; 2025Q4: 2,917 shares; 2026Q1: 3,241 shares 3,241 $957K 0.12% +324 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: 2,290 shares; 2024Q4: 2,371 shares; 2025Q1: 2,512 shares; 2025Q2: 2,454 shares; 2025Q3: 2,471 shares; 2025Q4: 2,476 shares; 2026Q1: 2,714 shares 2,714 $955K 0.12% +238 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 6,110 shares; 2025Q1: 6,418 shares; 2025Q2: 6,469 shares; 2025Q3: 4,448 shares; 2025Q4: 4,477 shares; 2026Q1: 4,567 shares 4,567 $952K 0.12% +90 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,064 shares; 2024Q4: 165,093 shares; 2025Q1: 180,183 shares; 2025Q2: 215,078 shares; 2025Q3: 185,078 shares; 2025Q4: 152,578 shares; 2026Q1: 136,078 shares 136,078 $946K 0.12% -16,500 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: 32,415 shares; 2024Q4: 37,755 shares; 2025Q1: 37,489 shares; 2025Q2: 37,348 shares; 2025Q3: 38,781 shares; 2025Q4: 37,643 shares; 2026Q1: 31,995 shares 31,995 $928K 0.11% -5,648 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: 17,056 shares; 2024Q4: 19,924 shares; 2025Q1: 18,956 shares; 2025Q2: 19,593 shares; 2025Q3: 20,365 shares; 2025Q4: 19,040 shares; 2026Q1: 18,302 shares 18,302 $919K 0.11% -738 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: 7,902 shares; 2024Q4: 7,938 shares; 2025Q1: 7,870 shares; 2025Q2: 7,932 shares; 2025Q3: 8,047 shares; 2025Q4: 8,028 shares; 2026Q1: 8,017 shares 8,017 $909K 0.11% -11 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: 2,211 shares; 2024Q4: 2,167 shares; 2025Q1: 2,526 shares; 2025Q2: 2,583 shares; 2025Q3: 3,890 shares; 2025Q4: 3,171 shares; 2026Q1: 3,802 shares 3,802 $898K 0.11% +631 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,618 shares; 2025Q3: 9,618 shares; 2025Q4: 11,273 shares; 2026Q1: 12,252 shares 12,252 $877K 0.11% +979 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: 5,713 shares; 2024Q4: 6,048 shares; 2025Q1: 3,812 shares; 2025Q2: 3,824 shares; 2025Q3: 10,873 shares; 2025Q4: 10,854 shares; 2026Q1: 6,293 shares 6,293 $877K 0.11% -4,561 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: 1,098 shares; 2024Q4: 1,157 shares; 2025Q1: 1,785 shares; 2025Q2: 1,733 shares; 2025Q3: 1,628 shares; 2025Q4: 1,636 shares; 2026Q1: 1,584 shares 1,584 $870K 0.11% -52 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: 4,868 shares; 2024Q4: 3,400 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,347 shares; 2025Q4: 3,315 shares; 2026Q1: 2,871 shares 2,871 $868K 0.11% -444 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 4,548 shares; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,159 shares; 2025Q4: 4,154 shares; 2026Q1: 3,498 shares 3,498 $848K 0.1% -656 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,680 shares; 2024Q4: 46,473 shares; 2025Q1: 47,241 shares; 2025Q2: 49,191 shares; 2025Q3: 54,080 shares; 2025Q4: 53,998 shares; 2026Q1: 38,979 shares 38,979 $845K 0.1% -15,019 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,504 shares; 2024Q4: 28,649 shares; 2025Q1: 29,101 shares; 2025Q2: 28,690 shares; 2025Q3: 40,123 shares; 2025Q4: 38,805 shares; 2026Q1: 38,502 shares 38,502 $834K 0.1% -303 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: 192 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 198 shares 198 $834K 0.1% +6 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,261 shares; 2025Q1: 1,277 shares; 2025Q2: 1,356 shares; 2025Q3: 1,268 shares; 2025Q4: 1,178 shares; 2026Q1: 4,832 shares 4,832 $827K 0.1% +3,654 Timeline PHYS 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: 23,327 shares; 2024Q4: 23,327 shares; 2025Q1: 23,327 shares; 2025Q2: 23,327 shares; 2025Q3: 23,327 shares; 2025Q4: 23,327 shares; 2026Q1: 23,327 shares 23,327 $827K 0.1% 0 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: 27,363 shares; 2024Q4: 28,657 shares; 2025Q1: 25,886 shares; 2025Q2: 27,041 shares; 2025Q3: 28,960 shares; 2025Q4: 28,179 shares; 2026Q1: 31,853 shares 31,853 $825K 0.1% +3,674 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 4,001 shares; 2025Q1: 3,908 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 4,593 shares; 2026Q1: 4,365 shares 4,365 $815K 0.1% -228 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: 8,179 shares; 2024Q4: 9,540 shares; 2025Q1: 8,340 shares; 2025Q2: 7,210 shares; 2025Q3: 11,287 shares; 2025Q4: 10,938 shares; 2026Q1: 13,391 shares 13,391 $812K 0.1% +2,453 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: 357 shares; 2024Q4: 387 shares; 2025Q1: 369 shares; 2025Q2: 375 shares; 2025Q3: 596 shares; 2025Q4: 574 shares; 2026Q1: 547 shares 547 $805K 0.1% -27 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: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 2,197 shares 2,197 $783K 0.1% +791 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: 1,751 shares; 2024Q4: 1,760 shares; 2025Q1: 1,907 shares; 2025Q2: 1,918 shares; 2025Q3: 2,011 shares; 2025Q4: 1,925 shares; 2026Q1: 1,811 shares 1,811 $783K 0.1% -114 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,925 shares; 2024Q4: 12,416 shares; 2025Q1: 12,432 shares; 2025Q2: 12,192 shares; 2025Q3: 13,259 shares; 2025Q4: 12,672 shares; 2026Q1: 12,934 shares 12,934 $765K 0.09% +262 Timeline SPDW 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: 25,829 shares; 2024Q4: 25,644 shares; 2025Q1: 25,425 shares; 2025Q2: 17,150 shares; 2025Q3: 17,156 shares; 2025Q4: 16,461 shares; 2026Q1: 16,695 shares 16,695 $762K 0.09% +234 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: 2,137 shares; 2024Q4: 2,043 shares; 2025Q1: 1,872 shares; 2025Q2: 1,864 shares; 2025Q3: 1,862 shares; 2025Q4: 2,110 shares; 2026Q1: 2,320 shares 2,320 $756K 0.09% +210 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,955 shares; 2024Q4: 77,033 shares; 2025Q1: 79,360 shares; 2025Q2: 77,363 shares; 2025Q3: 80,881 shares; 2025Q4: 85,720 shares; 2026Q1: 94,474 shares 94,474 $745K 0.09% +8,754 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 4,231 shares; 2025Q1: 4,216 shares; 2025Q2: 3,209 shares; 2025Q3: 3,519 shares; 2025Q4: 3,562 shares; 2026Q1: 3,575 shares 3,575 $744K 0.09% +13 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: 4,373 shares; 2024Q4: 4,474 shares; 2025Q1: 4,455 shares; 2025Q2: 4,448 shares; 2025Q3: 4,446 shares; 2025Q4: 4,429 shares; 2026Q1: 4,459 shares 4,459 $737K 0.09% +30 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 8,578 shares; 2025Q1: 8,316 shares; 2025Q2: 8,844 shares; 2025Q3: 9,962 shares; 2025Q4: 11,234 shares; 2026Q1: 11,040 shares 11,040 $735K 0.09% -194 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: 7,008 shares; 2024Q4: 7,401 shares; 2025Q1: 7,160 shares; 2025Q2: 7,690 shares; 2025Q3: 9,888 shares; 2025Q4: 10,742 shares; 2026Q1: 14,049 shares 14,049 $731K 0.09% +3,307 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: 629 shares; 2024Q4: 1,605 shares; 2025Q1: 1,794 shares; 2025Q2: 2,389 shares; 2025Q3: 4,056 shares; 2025Q4: 3,894 shares; 2026Q1: 4,557 shares 4,557 $731K 0.09% +663 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 39,942 shares; 2025Q1: 39,942 shares; 2025Q2: 39,942 shares; 2025Q3: 39,942 shares; 2025Q4: 39,942 shares; 2026Q1: 39,942 shares 39,942 $730K 0.09% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares 1,763 $718K 0.09% 0 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: 1,169 shares; 2024Q4: 1,166 shares; 2025Q1: 1,134 shares; 2025Q2: 1,138 shares; 2025Q3: 1,148 shares; 2025Q4: 1,270 shares; 2026Q1: 1,495 shares 1,495 $708K 0.09% +225 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: 6,053 shares; 2024Q4: 5,663 shares; 2025Q1: 5,616 shares; 2025Q2: 5,699 shares; 2025Q3: 5,807 shares; 2025Q4: 5,887 shares; 2026Q1: 5,458 shares 5,458 $703K 0.09% -429 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 2,215 shares; 2025Q1: 2,227 shares; 2025Q2: 2,226 shares; 2025Q3: 2,187 shares; 2025Q4: 2,316 shares; 2026Q1: 2,309 shares 2,309 $702K 0.09% -7 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: 20,395 shares; 2024Q4: 20,497 shares; 2025Q1: 20,593 shares; 2025Q2: 20,169 shares; 2025Q3: 20,275 shares; 2025Q4: 20,382 shares; 2026Q1: 18,327 shares 18,327 $694K 0.08% -2,055 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 6,872 shares; 2025Q1: 8,648 shares; 2025Q2: 8,196 shares; 2025Q3: 8,862 shares; 2025Q4: 8,903 shares; 2026Q1: 8,899 shares 8,899 $690K 0.08% -4 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,611 shares; 2025Q3: 4,413 shares; 2025Q4: 4,570 shares; 2026Q1: 6,903 shares 6,903 $688K 0.08% +2,333 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 4,145 shares; 2026Q1: 5,020 shares 5,020 $683K 0.08% +875 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: not reported; 2024Q4: 8,632 shares; 2025Q1: 5,129 shares; 2025Q2: 4,704 shares; 2025Q3: 4,704 shares; 2025Q4: 5,585 shares; 2026Q1: 5,740 shares 5,740 $681K 0.08% +155 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,847 shares; 2024Q4: 93,847 shares; 2025Q1: 81,847 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares; 2025Q4: 141,000 shares; 2026Q1: 154,000 shares 154,000 $679K 0.08% +13,000 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: 1,332 shares; 2024Q4: 1,420 shares; 2025Q1: 1,833 shares; 2025Q2: 1,824 shares; 2025Q3: 1,908 shares; 2025Q4: 1,930 shares; 2026Q1: 1,590 shares 1,590 $676K 0.08% -340 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: 2,606 shares; 2024Q4: not reported; 2025Q1: 9,423 shares; 2025Q2: 7,914 shares; 2025Q3: 8,064 shares; 2025Q4: 7,978 shares; 2026Q1: 21,627 shares 21,627 $664K 0.08% +13,649 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: 3,617 shares; 2024Q4: 3,721 shares; 2025Q1: 3,759 shares; 2025Q2: 3,707 shares; 2025Q3: 3,746 shares; 2025Q4: 3,723 shares; 2026Q1: 3,225 shares 3,225 $655K 0.08% -498 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 4,094 shares; 2025Q1: 3,491 shares; 2025Q2: 3,391 shares; 2025Q3: 3,391 shares; 2025Q4: 3,263 shares; 2026Q1: 4,415 shares 4,415 $654K 0.08% +1,152 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 2,991 shares; 2025Q1: 3,844 shares; 2025Q2: 3,720 shares; 2025Q3: 3,721 shares; 2025Q4: 4,559 shares; 2026Q1: 4,866 shares 4,866 $643K 0.08% +307 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: 2,457 shares; 2024Q4: 2,486 shares; 2025Q1: 2,673 shares; 2025Q2: 2,334 shares; 2025Q3: 1,925 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares 2,365 $640K 0.08% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,969 shares; 2026Q1: 2,265 shares 2,265 $640K 0.08% +296 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: 831 shares; 2024Q4: 944 shares; 2025Q1: 835 shares; 2025Q2: 990 shares; 2025Q3: 1,016 shares; 2025Q4: 4,238 shares; 2026Q1: 5,788 shares 5,788 $605K 0.07% +1,550 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: 4,554 shares; 2024Q4: 6,196 shares; 2025Q1: 5,960 shares; 2025Q2: 6,076 shares; 2025Q3: 6,327 shares; 2025Q4: 6,018 shares; 2026Q1: 5,248 shares 5,248 $604K 0.07% -770 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: 1,231 shares; 2024Q4: 1,287 shares; 2025Q1: 1,457 shares; 2025Q2: 1,276 shares; 2025Q3: 1,275 shares; 2025Q4: 1,532 shares; 2026Q1: 1,225 shares 1,225 $602K 0.07% -307 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,660 shares; 2025Q1: 3,395 shares; 2025Q2: 3,394 shares; 2025Q3: 3,322 shares; 2025Q4: 2,939 shares; 2026Q1: 2,797 shares 2,797 $601K 0.07% -142 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,087 shares; 2025Q1: 4,935 shares; 2025Q2: 5,653 shares; 2025Q3: 5,431 shares; 2025Q4: 4,998 shares; 2026Q1: 4,893 shares 4,893 $601K 0.07% -105 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: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960 $592K 0.07% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,925 shares; 2024Q4: 10,132 shares; 2025Q1: 11,031 shares; 2025Q2: 10,959 shares; 2025Q3: 10,400 shares; 2025Q4: 10,040 shares; 2026Q1: 8,226 shares 8,226 $592K 0.07% -1,814 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: 2,494 shares; 2024Q4: 2,915 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,687 shares; 2025Q4: 2,595 shares; 2026Q1: 2,616 shares 2,616 $591K 0.07% +21 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,663 shares; 2025Q1: 4,771 shares; 2025Q2: 4,543 shares; 2025Q3: 3,863 shares; 2025Q4: 4,694 shares; 2026Q1: 5,064 shares 5,064 $585K 0.07% +370 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: 4,940 shares; 2024Q4: 5,343 shares; 2025Q1: 4,903 shares; 2025Q2: 5,316 shares; 2025Q3: 5,597 shares; 2025Q4: 5,620 shares; 2026Q1: 5,120 shares 5,120 $584K 0.07% -500 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: 2,977 shares; 2024Q4: 2,966 shares; 2025Q1: 2,985 shares; 2025Q2: 2,970 shares; 2025Q3: 2,968 shares; 2025Q4: 2,767 shares; 2026Q1: 2,800 shares 2,800 $580K 0.07% +33 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,217 shares; 2025Q4: 11,059 shares; 2026Q1: 10,446 shares 10,446 $577K 0.07% -613 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 22,212 shares; 2025Q1: 24,548 shares; 2025Q2: 24,332 shares; 2025Q3: 36,034 shares; 2025Q4: 36,804 shares; 2026Q1: 36,070 shares 36,070 $574K 0.07% -734 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,761 shares; 2025Q4: 6,363 shares; 2026Q1: 7,853 shares 7,853 $569K 0.07% +1,490 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,431 shares; 2025Q1: 1,680 shares; 2025Q2: 1,695 shares; 2025Q3: 1,664 shares; 2025Q4: 1,615 shares; 2026Q1: 1,699 shares 1,699 $558K 0.07% +84 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: 889 shares; 2024Q4: 832 shares; 2025Q1: 823 shares; 2025Q2: 710 shares; 2025Q3: 585 shares; 2025Q4: 575 shares; 2026Q1: 510 shares 510 $557K 0.07% -65 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: 838 shares; 2024Q4: 1,588 shares; 2025Q1: 941 shares; 2025Q2: 939 shares; 2025Q3: 932 shares; 2025Q4: 910 shares; 2026Q1: 899 shares 899 $543K 0.07% -11 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,258 shares; 2025Q1: 26,662 shares; 2025Q2: 27,361 shares; 2025Q3: 28,410 shares; 2025Q4: 24,248 shares; 2026Q1: 26,178 shares 26,178 $542K 0.07% +1,930 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: 1,466 shares; 2024Q4: 1,556 shares; 2025Q1: 878 shares; 2025Q2: 881 shares; 2025Q3: 1,599 shares; 2025Q4: 1,649 shares; 2026Q1: 1,140 shares 1,140 $526K 0.06% -509 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: 4,935 shares; 2024Q4: 4,935 shares; 2025Q1: 5,466 shares; 2025Q2: 4,592 shares; 2025Q3: 4,570 shares; 2025Q4: 4,510 shares; 2026Q1: 4,228 shares 4,228 $526K 0.06% -282 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: 2,250 shares; 2024Q4: 2,435 shares; 2025Q1: 2,605 shares; 2025Q2: 2,488 shares; 2025Q3: 2,472 shares; 2025Q4: 1,821 shares; 2026Q1: 1,817 shares 1,817 $522K 0.06% -4 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,155 shares; 2025Q3: 3,545 shares; 2025Q4: 4,000 shares; 2026Q1: 2,804 shares 2,804 $512K 0.06% -1,196 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,751 shares; 2025Q1: 5,249 shares; 2025Q2: 4,855 shares; 2025Q3: 5,551 shares; 2025Q4: 5,592 shares; 2026Q1: 3,897 shares 3,897 $510K 0.06% -1,695 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: 6,929 shares; 2024Q4: 6,733 shares; 2025Q1: 6,303 shares; 2025Q2: 6,449 shares; 2025Q3: 6,887 shares; 2025Q4: 6,094 shares; 2026Q1: 7,118 shares 7,118 $508K 0.06% +1,024 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,854 shares; 2025Q1: 2,779 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares 2,410 $496K 0.06% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,653 shares; 2024Q4: 7,920 shares; 2025Q1: 8,479 shares; 2025Q2: 8,667 shares; 2025Q3: 8,473 shares; 2025Q4: 8,000 shares; 2026Q1: 7,871 shares 7,871 $494K 0.06% -129 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: 666 shares; 2024Q4: 666 shares; 2025Q1: 1,333 shares; 2025Q2: 1,313 shares; 2025Q3: 1,314 shares; 2025Q4: 1,127 shares; 2026Q1: 1,128 shares 1,128 $493K 0.06% +1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,119 shares; 2025Q1: 2,052 shares; 2025Q2: 2,078 shares; 2025Q3: 2,046 shares; 2025Q4: 2,080 shares; 2026Q1: 2,441 shares 2,441 $484K 0.06% +361 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 2,789 shares; 2025Q1: 2,789 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 2,789 shares; 2026Q1: 2,789 shares 2,789 $483K 0.06% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 473 shares; 2025Q1: 453 shares; 2025Q2: 447 shares; 2025Q3: 329 shares; 2025Q4: not reported; 2026Q1: 492 shares 492 $482K 0.06% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,746 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,793 shares; 2025Q4: 3,437 shares; 2026Q1: 4,007 shares 4,007 $479K 0.06% +570 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: 3,424 shares; 2025Q1: 3,428 shares; 2025Q2: 3,432 shares; 2025Q3: 3,436 shares; 2025Q4: 3,440 shares; 2026Q1: 3,273 shares 3,273 $478K 0.06% -167 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,446 shares; 2024Q4: 179,083 shares; 2025Q1: 161,287 shares; 2025Q2: 164,147 shares; 2025Q3: 209,429 shares; 2025Q4: 244,156 shares; 2026Q1: 224,599 shares 224,599 $476K 0.06% -19,557 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: 10,365 shares; 2024Q4: 11,047 shares; 2025Q1: 11,084 shares; 2025Q2: 10,630 shares; 2025Q3: 9,616 shares; 2025Q4: 9,594 shares; 2026Q1: 10,257 shares 10,257 $472K 0.06% +663 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,928 shares; 2024Q4: 12,271 shares; 2025Q1: 12,141 shares; 2025Q2: 11,884 shares; 2025Q3: 6,988 shares; 2025Q4: 6,791 shares; 2026Q1: 5,693 shares 5,693 $470K 0.06% -1,098 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,692 shares; 2025Q4: 7,924 shares; 2026Q1: 7,903 shares 7,903 $460K 0.06% -21 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: not reported; 2024Q4: 2,590 shares; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares; 2026Q1: 2,371 shares 2,371 $455K 0.06% -99 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,036 shares; 2024Q4: 41,939 shares; 2025Q1: 38,984 shares; 2025Q2: 39,687 shares; 2025Q3: 62,797 shares; 2025Q4: 63,438 shares; 2026Q1: 90,463 shares 90,463 $455K 0.06% +27,025 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 1,407 shares; 2026Q1: 1,814 shares 1,814 $455K 0.06% +407 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: 4,077 shares; 2024Q4: 4,095 shares; 2025Q1: 4,108 shares; 2025Q2: 3,658 shares; 2025Q3: 2,287 shares; 2025Q4: 2,297 shares; 2026Q1: 2,274 shares 2,274 $451K 0.06% -23 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,393 shares; 2025Q1: 1,441 shares; 2025Q2: 1,412 shares; 2025Q3: 1,700 shares; 2025Q4: 2,111 shares; 2026Q1: 2,488 shares 2,488 $448K 0.05% +377 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 6,857 shares; 2025Q1: 5,174 shares; 2025Q2: 4,777 shares; 2025Q3: not reported; 2025Q4: 5,142 shares; 2026Q1: 10,564 shares 10,564 $446K 0.05% +5,422 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,871 shares; 2025Q1: 2,308 shares; 2025Q2: 2,337 shares; 2025Q3: 2,153 shares; 2025Q4: 1,811 shares; 2026Q1: 2,616 shares 2,616 $442K 0.05% +805 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,609 shares 14,609 $428K 0.05% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,343 shares; 2026Q1: 6,611 shares 6,611 $425K 0.05% +3,268 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,651 shares; 2025Q1: 2,490 shares; 2025Q2: 2,665 shares; 2025Q3: 2,206 shares; 2025Q4: 2,056 shares; 2026Q1: 2,783 shares 2,783 $424K 0.05% +727 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,785 shares; 2025Q1: 1,479 shares; 2025Q2: 1,447 shares; 2025Q3: 918 shares; 2025Q4: 872 shares; 2026Q1: 753 shares 753 $424K 0.05% -119 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: 7,727 shares; 2024Q4: 7,169 shares; 2025Q1: 3,600 shares; 2025Q2: 3,486 shares; 2025Q3: 3,008 shares; 2025Q4: 3,143 shares; 2026Q1: 2,772 shares 2,772 $423K 0.05% -371 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,196 shares; 2025Q1: 3,217 shares; 2025Q2: 3,185 shares; 2025Q3: 3,470 shares; 2025Q4: 3,497 shares; 2026Q1: 2,975 shares 2,975 $403K 0.05% -522 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 726 shares; 2026Q1: 518 shares 518 $400K 0.05% -208 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: 1,466 shares 1,466 $397K 0.05% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 16,712 shares; 2025Q1: 15,711 shares; 2025Q2: 15,322 shares; 2025Q3: 15,451 shares; 2025Q4: 15,395 shares; 2026Q1: 15,422 shares 15,422 $395K 0.05% +27 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,113 shares; 2025Q2: 7,735 shares; 2025Q3: 8,076 shares; 2025Q4: 5,667 shares; 2026Q1: 8,133 shares 8,133 $392K 0.05% +2,466 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: 2,364 shares; 2024Q4: 3,399 shares; 2025Q1: 3,370 shares; 2025Q2: 2,691 shares; 2025Q3: 2,606 shares; 2025Q4: 2,621 shares; 2026Q1: 2,029 shares 2,029 $391K 0.05% -592 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: 3,399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,313 shares; 2025Q4: 5,208 shares; 2026Q1: 6,298 shares 6,298 $385K 0.05% +1,090 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 202 shares; 2025Q1: 204 shares; 2025Q2: 213 shares; 2025Q3: 214 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $380K 0.05% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares; 2025Q4: 1,909 shares; 2026Q1: 2,074 shares 2,074 $380K 0.05% +165 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,282 shares; 2025Q4: 3,318 shares; 2026Q1: 3,436 shares 3,436 $379K 0.05% +118 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,789 shares; 2025Q1: 1,743 shares; 2025Q2: 1,397 shares; 2025Q3: 1,756 shares; 2025Q4: 1,483 shares; 2026Q1: 1,455 shares 1,455 $379K 0.05% -28 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: 2,626 shares; 2024Q4: 3,042 shares; 2025Q1: 2,760 shares; 2025Q2: 1,511 shares; 2025Q3: 1,490 shares; 2025Q4: 1,308 shares; 2026Q1: 1,327 shares 1,327 $377K 0.05% +19 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: 3,115 shares; 2024Q4: 3,158 shares; 2025Q1: 3,047 shares; 2025Q2: 3,039 shares; 2025Q3: 2,866 shares; 2025Q4: 2,782 shares; 2026Q1: 1,788 shares 1,788 $376K 0.05% -994 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,337 shares; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: 1,549 shares; 2025Q4: 1,627 shares; 2026Q1: 1,591 shares 1,591 $371K 0.05% -36 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,199 shares; 2024Q4: 20,989 shares; 2025Q1: 21,363 shares; 2025Q2: 25,136 shares; 2025Q3: 27,639 shares; 2025Q4: 35,632 shares; 2026Q1: 27,379 shares 27,379 $370K 0.05% -8,253 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: not reported; 2025Q1: 9,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,805 shares; 2026Q1: 9,485 shares 9,485 $370K 0.05% -320 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: 600 shares; 2025Q3: 546 shares; 2025Q4: 703 shares; 2026Q1: 943 shares 943 $368K 0.04% +240 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: 5,847 shares; 2024Q4: 6,401 shares; 2025Q1: 5,185 shares; 2025Q2: 5,425 shares; 2025Q3: 6,258 shares; 2025Q4: 6,445 shares; 2026Q1: 3,877 shares 3,877 $364K 0.04% -2,568 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,710 shares; 2025Q1: 1,626 shares; 2025Q2: 1,827 shares; 2025Q3: 1,697 shares; 2025Q4: 1,700 shares; 2026Q1: 1,517 shares 1,517 $363K 0.04% -183 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,890 shares; 2024Q4: 12,676 shares; 2025Q1: 12,818 shares; 2025Q2: 11,397 shares; 2025Q3: 11,098 shares; 2025Q4: 10,178 shares; 2026Q1: 11,013 shares 11,013 $363K 0.04% +835 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,467 shares; 2025Q1: 1,428 shares; 2025Q2: 1,575 shares; 2025Q3: 2,088 shares; 2025Q4: 2,094 shares; 2026Q1: 1,915 shares 1,915 $357K 0.04% -179 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,943 shares; 2024Q4: 13,068 shares; 2025Q1: 36,716 shares; 2025Q2: 35,482 shares; 2025Q3: 49,188 shares; 2025Q4: 51,573 shares; 2026Q1: 39,277 shares 39,277 $353K 0.04% -12,296 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: 747 shares; 2025Q4: 769 shares; 2026Q1: 716 shares 716 $351K 0.04% -53 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $346K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,601 shares; 2025Q2: 7,606 shares; 2025Q3: 7,611 shares; 2025Q4: 7,615 shares; 2026Q1: 7,619 shares 7,619 $345K 0.04% +4 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: not reported; 2025Q4: 1,105 shares; 2026Q1: 1,130 shares 1,130 $344K 0.04% +25 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 3,053 shares; 2025Q1: 3,019 shares; 2025Q2: 2,942 shares; 2025Q3: not reported; 2025Q4: 2,488 shares; 2026Q1: 3,881 shares 3,881 $338K 0.04% +1,393 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,165 shares; 2024Q4: 20,165 shares; 2025Q1: 20,166 shares; 2025Q2: 20,165 shares; 2025Q3: 20,166 shares; 2025Q4: 20,166 shares; 2026Q1: 20,167 shares 20,167 $337K 0.04% +1 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: 7,003 shares; 2024Q4: 6,731 shares; 2025Q1: 6,504 shares; 2025Q2: 3,328 shares; 2025Q3: 3,327 shares; 2025Q4: 3,313 shares; 2026Q1: 3,588 shares 3,588 $333K 0.04% +275 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: 1,556 shares; 2024Q4: 1,446 shares; 2025Q1: 1,377 shares; 2025Q2: 1,329 shares; 2025Q3: 1,328 shares; 2025Q4: 1,250 shares; 2026Q1: 1,060 shares 1,060 $330K 0.04% -190 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,354 shares 2,354 $329K 0.04% new 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: 1,135 shares; 2024Q4: 1,229 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,065 shares; 2025Q4: 1,083 shares; 2026Q1: 1,179 shares 1,179 $328K 0.04% +96 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: 1,810 shares; 2024Q4: 1,232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,819 shares; 2025Q4: 1,336 shares; 2026Q1: 2,078 shares 2,078 $327K 0.04% +742 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: 3,945 shares; 2024Q4: 5,145 shares; 2025Q1: 4,953 shares; 2025Q2: 4,911 shares; 2025Q3: 4,943 shares; 2025Q4: 4,924 shares; 2026Q1: 4,948 shares 4,948 $327K 0.04% +24 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: 4,248 shares; 2025Q4: 2,702 shares; 2026Q1: 3,317 shares 3,317 $320K 0.04% +615 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,134 shares 1,134 $319K 0.04% new 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: 3,170 shares; 2024Q4: 4,393 shares; 2025Q1: 4,399 shares; 2025Q2: 4,336 shares; 2025Q3: 4,343 shares; 2025Q4: 4,350 shares; 2026Q1: 4,357 shares 4,357 $319K 0.04% +7 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 811 shares; 2025Q1: 822 shares; 2025Q2: 812 shares; 2025Q3: 779 shares; 2025Q4: 729 shares; 2026Q1: 732 shares 732 $318K 0.04% +3 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,321 shares; 2025Q4: 2,215 shares; 2026Q1: 3,190 shares 3,190 $317K 0.04% +975 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,325 shares 2,325 $316K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 725 shares; 2026Q1: 870 shares 870 $316K 0.04% +145 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,452 shares; 2024Q4: 7,197 shares; 2025Q1: 9,109 shares; 2025Q2: 9,604 shares; 2025Q3: 12,979 shares; 2025Q4: 7,720 shares; 2026Q1: 11,964 shares 11,964 $315K 0.04% +4,244 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: 5,520 shares; 2024Q4: 5,420 shares; 2025Q1: 5,433 shares; 2025Q2: 4,930 shares; 2025Q3: 3,989 shares; 2025Q4: 4,186 shares; 2026Q1: 3,675 shares 3,675 $313K 0.04% -511 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,443 shares; 2024Q4: 14,639 shares; 2025Q1: 12,970 shares; 2025Q2: 13,958 shares; 2025Q3: 14,595 shares; 2025Q4: 11,802 shares; 2026Q1: 12,838 shares 12,838 $312K 0.04% +1,036 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,487 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: 814 shares; 2026Q1: 1,139 shares 1,139 $310K 0.04% +325 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,747 shares; 2025Q4: 4,678 shares; 2026Q1: 4,840 shares 4,840 $310K 0.04% +162 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: 5,376 shares; 2024Q4: 5,376 shares; 2025Q1: 5,376 shares; 2025Q2: 5,376 shares; 2025Q3: 5,376 shares; 2025Q4: 5,376 shares; 2026Q1: 5,376 shares 5,376 $307K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,612 shares 3,612 $302K 0.04% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,196 shares; 2025Q1: 2,027 shares; 2025Q2: 2,119 shares; 2025Q3: 2,223 shares; 2025Q4: 1,936 shares; 2026Q1: 1,914 shares 1,914 $301K 0.04% -22 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $300K 0.04% 0 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $296K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,825 shares 4,825 $296K 0.04% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,090 shares; 2024Q4: 18,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,458 shares; 2025Q4: 13,878 shares; 2026Q1: 15,831 shares 15,831 $293K 0.04% +1,953 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: 607 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: 539 shares; 2026Q1: 530 shares 530 $285K 0.03% -9 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,989 shares; 2025Q2: 2,811 shares; 2025Q3: 5,073 shares; 2025Q4: 4,490 shares; 2026Q1: 3,132 shares 3,132 $285K 0.03% -1,358 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,876 shares; 2025Q2: 6,578 shares; 2025Q3: 6,578 shares; 2025Q4: 6,218 shares; 2026Q1: 4,200 shares 4,200 $284K 0.03% -2,018 Timeline ESGG 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: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares 1,407 $281K 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: not reported; 2024Q4: 3,268 shares; 2025Q1: 3,082 shares; 2025Q2: 3,086 shares; 2025Q3: 3,484 shares; 2025Q4: 3,461 shares; 2026Q1: 3,523 shares 3,523 $280K 0.03% +62 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,645 shares; 2024Q4: 18,815 shares; 2025Q1: 19,652 shares; 2025Q2: 17,843 shares; 2025Q3: 15,344 shares; 2025Q4: 14,528 shares; 2026Q1: 14,175 shares 14,175 $280K 0.03% -353 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,636 shares; 2025Q2: 1,785 shares; 2025Q3: 2,191 shares; 2025Q4: 2,179 shares; 2026Q1: 2,225 shares 2,225 $279K 0.03% +46 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 11,639 shares; 2025Q1: 11,266 shares; 2025Q2: 9,874 shares; 2025Q3: 10,077 shares; 2025Q4: 9,635 shares; 2026Q1: 9,547 shares 9,547 $278K 0.03% -88 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares; 2025Q4: 2,302 shares; 2026Q1: 2,302 shares 2,302 $275K 0.03% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251 shares 1,251 $274K 0.03% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: 903 shares; 2025Q2: 1,068 shares; 2025Q3: 1,196 shares; 2025Q4: not reported; 2026Q1: 965 shares 965 $274K 0.03% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 664 shares; 2025Q3: 699 shares; 2025Q4: 659 shares; 2026Q1: 764 shares 764 $273K 0.03% +105 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: 3,987 shares; 2024Q4: 4,193 shares; 2025Q1: 3,782 shares; 2025Q2: 3,202 shares; 2025Q3: 4,105 shares; 2025Q4: 3,495 shares; 2026Q1: 3,503 shares 3,503 $270K 0.03% +8 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,267 shares; 2025Q2: 6,278 shares; 2025Q3: 5,407 shares; 2025Q4: 5,418 shares; 2026Q1: 5,434 shares 5,434 $268K 0.03% +16 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 3,210 shares; 2025Q3: 1,290 shares; 2025Q4: 1,266 shares; 2026Q1: 1,263 shares 1,263 $264K 0.03% -3 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,100 shares; 2025Q1: 1,083 shares; 2025Q2: 1,094 shares; 2025Q3: 1,142 shares; 2025Q4: 1,150 shares; 2026Q1: 601 shares 601 $262K 0.03% -549 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,064 shares; 2025Q2: 1,173 shares; 2025Q3: 1,359 shares; 2025Q4: 1,523 shares; 2026Q1: 1,306 shares 1,306 $258K 0.03% -217 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 400,000 shares; 2025Q1: 400,000 shares; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares; 2025Q4: 400,000 shares; 2026Q1: 400,000 shares 400,000 $256K 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 7,062 shares; 2025Q1: 6,125 shares; 2025Q2: 5,965 shares; 2025Q3: 4,287 shares; 2025Q4: 4,357 shares; 2026Q1: 3,385 shares 3,385 $255K 0.03% -972 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: 1,446 shares; 2024Q4: 1,078 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: not reported; 2026Q1: 947 shares 947 $253K 0.03% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,784 shares 9,784 $249K 0.03% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,707 shares; 2025Q1: not reported; 2025Q2: 4,804 shares; 2025Q3: 5,018 shares; 2025Q4: 5,004 shares; 2026Q1: 5,092 shares 5,092 $248K 0.03% +88 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,918 shares 1,918 $243K 0.03% new 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: not reported; 2025Q4: 4,805 shares; 2026Q1: 4,945 shares 4,945 $242K 0.03% +140 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,147 shares 2,147 $240K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 611 shares 611 $239K 0.03% new 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: not reported; 2024Q4: 1,799 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,312 shares 1,312 $239K 0.03% new 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: 1,808 shares; 2024Q4: 1,214 shares; 2025Q1: 1,788 shares; 2025Q2: 1,550 shares; 2025Q3: 1,077 shares; 2025Q4: 1,132 shares; 2026Q1: 1,142 shares 1,142 $237K 0.03% +10 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: 1,511 shares; 2024Q4: 1,956 shares; 2025Q1: 2,163 shares; 2025Q2: 2,195 shares; 2025Q3: 2,419 shares; 2025Q4: 2,224 shares; 2026Q1: 2,554 shares 2,554 $235K 0.03% +330 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 8,489 shares; 2025Q1: 8,603 shares; 2025Q2: 8,566 shares; 2025Q3: 8,567 shares; 2025Q4: 8,568 shares; 2026Q1: 8,569 shares 8,569 $235K 0.03% +1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,399 shares; 2026Q1: 2,414 shares 2,414 $235K 0.03% +15 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: 668 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: 667 shares; 2026Q1: 666 shares 666 $229K 0.03% -1 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 609 shares 609 $226K 0.03% new Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,519 shares; 2024Q4: 21,528 shares; 2025Q1: 18,009 shares; 2025Q2: 17,725 shares; 2025Q3: 16,043 shares; 2025Q4: 15,987 shares; 2026Q1: 10,501 shares 10,501 $225K 0.03% -5,486 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,774 shares; 2025Q4: 5,774 shares; 2026Q1: 5,774 shares 5,774 $225K 0.03% 0 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: 2,410 shares; 2024Q4: 2,411 shares; 2025Q1: 2,315 shares; 2025Q2: 2,495 shares; 2025Q3: 2,345 shares; 2025Q4: 2,389 shares; 2026Q1: 2,288 shares 2,288 $224K 0.03% -101 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,531 shares; 2025Q1: 2,378 shares; 2025Q2: 2,405 shares; 2025Q3: 1,915 shares; 2025Q4: 1,977 shares; 2026Q1: 1,880 shares 1,880 $223K 0.03% -97 Timeline VTHR 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: 771 shares; 2025Q1: not reported; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares 771 $222K 0.03% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,862 shares; 2025Q2: 8,278 shares; 2025Q3: 8,278 shares; 2025Q4: 7,780 shares; 2026Q1: 5,390 shares 5,390 $220K 0.03% -2,390 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: 7,277 shares; 2025Q1: 7,268 shares; 2025Q2: 6,902 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,607 shares 6,607 $219K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,426 shares; 2026Q1: 4,306 shares 4,306 $217K 0.03% +880 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 933 shares 933 $214K 0.03% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 562 shares; 2025Q1: 537 shares; 2025Q2: 525 shares; 2025Q3: 335 shares; 2025Q4: 328 shares; 2026Q1: 293 shares 293 $213K 0.03% -35 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,595 shares; 2025Q1: 8,122 shares; 2025Q2: 7,347 shares; 2025Q3: 5,086 shares; 2025Q4: 4,122 shares; 2026Q1: 3,775 shares 3,775 $213K 0.03% -347 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: 3,579 shares; 2024Q4: 3,713 shares; 2025Q1: 1,575 shares; 2025Q2: 1,598 shares; 2025Q3: 1,249 shares; 2025Q4: 1,531 shares; 2026Q1: 1,117 shares 1,117 $212K 0.03% -414 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: 2,641 shares; 2025Q2: 2,545 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,930 shares 1,930 $212K 0.03% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,416 shares 3,416 $209K 0.03% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares 1,173 $209K 0.03% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 913 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 615 shares 615 $209K 0.03% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,796 shares; 2026Q1: 1,899 shares 1,899 $208K 0.03% +103 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,613 shares 1,613 $204K 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,472 shares 2,472 $202K 0.02% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly 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: 731 shares 731 $201K 0.02% new Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,254 shares; 2024Q4: 49,044 shares; 2025Q1: 69,395 shares; 2025Q2: 72,591 shares; 2025Q3: 51,269 shares; 2025Q4: 53,697 shares; 2026Q1: 54,163 shares 54,163 $196K 0.02% +466 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,399 shares; 2025Q2: 17,697 shares; 2025Q3: 45,120 shares; 2025Q4: 46,411 shares; 2026Q1: 42,679 shares 42,679 $166K 0.02% -3,732 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,562 shares; 2024Q4: 16,088 shares; 2025Q1: not reported; 2025Q2: 14,598 shares; 2025Q3: 47,514 shares; 2025Q4: 36,248 shares; 2026Q1: 55,298 shares 55,298 $161K 0.02% +19,050 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,537 shares 10,537 $127K 0.02% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 16,097 shares; 2025Q1: 19,399 shares; 2025Q2: 19,884 shares; 2025Q3: 17,189 shares; 2025Q4: 21,152 shares; 2026Q1: 12,936 shares 12,936 $104K 0.01% -8,216 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,063 shares; 2025Q4: 16,373 shares; 2026Q1: 13,574 shares 13,574 $49.7K 0.01% -2,799 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,067 shares; 2025Q2: 11,686 shares; 2025Q3: not reported; 2025Q4: 16,506 shares; 2026Q1: 11,948 shares 11,948 $28.6K <0.01% -4,558 Timeline