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: 248,287 shares; 2024Q4: 244,500 shares; 2025Q1: 245,401 shares; 2025Q2: 250,773 shares; 2025Q3: 251,003 shares; 2025Q4: 249,061 shares; 2026Q1: 251,215 shares 251,215 $63.8M 5.7% +2,154 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: 377,300 shares; 2024Q4: 357,344 shares; 2025Q1: 347,245 shares; 2025Q2: 348,306 shares; 2025Q3: 334,404 shares; 2025Q4: 323,722 shares; 2026Q1: 323,899 shares 323,899 $56.5M 5.05% +177 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: 63,793 shares; 2024Q4: 63,088 shares; 2025Q1: 65,119 shares; 2025Q2: 64,404 shares; 2025Q3: 62,049 shares; 2025Q4: 61,602 shares; 2026Q1: 62,622 shares 62,622 $40.7M 3.64% +1,020 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: 139,052 shares; 2024Q4: 135,454 shares; 2025Q1: 131,742 shares; 2025Q2: 132,700 shares; 2025Q3: 129,874 shares; 2025Q4: 123,338 shares; 2026Q1: 122,040 shares 122,040 $35.1M 3.14% -1,298 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: 81,481 shares; 2024Q4: 80,515 shares; 2025Q1: 74,394 shares; 2025Q2: 74,659 shares; 2025Q3: 75,331 shares; 2025Q4: 74,876 shares; 2026Q1: 76,667 shares 76,667 $28.4M 2.54% +1,791 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: 136,515 shares; 2024Q4: 133,492 shares; 2025Q1: 133,357 shares; 2025Q2: 133,840 shares; 2025Q3: 132,924 shares; 2025Q4: 132,950 shares; 2026Q1: 135,145 shares 135,145 $28.1M 2.51% +2,195 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: 7,960 shares; 2024Q4: 7,960 shares; 2025Q1: 8,047 shares; 2025Q2: 8,047 shares; 2025Q3: 7,103 shares; 2025Q4: 37,291 shares; 2026Q1: 36,690 shares 36,690 $21.9M 1.96% -601 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: 22,105 shares; 2024Q4: 22,128 shares; 2025Q1: 21,734 shares; 2025Q2: 22,083 shares; 2025Q3: 21,316 shares; 2025Q4: 21,295 shares; 2026Q1: 21,732 shares 21,732 $20M 1.79% +437 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,129 shares; 2024Q4: 25,965 shares; 2025Q1: 27,146 shares; 2025Q2: 26,576 shares; 2025Q3: 28,671 shares; 2025Q4: 29,066 shares; 2026Q1: 30,277 shares 30,277 $19.8M 1.77% +1,211 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: 72,304 shares; 2024Q4: 71,528 shares; 2025Q1: 69,194 shares; 2025Q2: 68,184 shares; 2025Q3: 67,642 shares; 2025Q4: 66,039 shares; 2026Q1: 66,639 shares 66,639 $19.6M 1.75% +600 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: 194,312 shares; 2024Q4: 187,981 shares; 2025Q1: 180,884 shares; 2025Q2: 183,839 shares; 2025Q3: 180,379 shares; 2025Q4: 177,126 shares; 2026Q1: 175,422 shares 175,422 $16.3M 1.46% -1,704 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: 14,050 shares; 2024Q4: 14,209 shares; 2025Q1: 14,681 shares; 2025Q2: 14,897 shares; 2025Q3: 15,158 shares; 2025Q4: 15,537 shares; 2026Q1: 15,918 shares 15,918 $15.9M 1.42% +381 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: 54,270 shares; 2024Q4: 53,061 shares; 2025Q1: 52,291 shares; 2025Q2: 52,967 shares; 2025Q3: 51,945 shares; 2025Q4: 47,727 shares; 2026Q1: 47,411 shares 47,411 $15.6M 1.39% -316 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: 71,977 shares; 2024Q4: 71,805 shares; 2025Q1: 73,004 shares; 2025Q2: 73,116 shares; 2025Q3: 72,793 shares; 2025Q4: 74,543 shares; 2026Q1: 78,387 shares 78,387 $15M 1.34% +3,844 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,360 shares; 2024Q4: 195,709 shares; 2025Q1: 214,838 shares; 2025Q2: 226,542 shares; 2025Q3: 243,515 shares; 2025Q4: 265,759 shares; 2026Q1: 284,597 shares 284,597 $15M 1.34% +18,838 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,933 shares; 2024Q4: 93,849 shares; 2025Q1: 100,978 shares; 2025Q2: 106,508 shares; 2025Q3: 114,344 shares; 2025Q4: 135,527 shares; 2026Q1: 145,705 shares 145,705 $14.5M 1.29% +10,178 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: 12,460 shares; 2024Q4: 13,342 shares; 2025Q1: 13,763 shares; 2025Q2: 14,105 shares; 2025Q3: 14,306 shares; 2025Q4: 42,454 shares; 2026Q1: 44,356 shares 44,356 $14.2M 1.27% +1,902 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: 64,093 shares; 2024Q4: 62,181 shares; 2025Q1: 58,692 shares; 2025Q2: 59,257 shares; 2025Q3: 59,396 shares; 2025Q4: 58,037 shares; 2026Q1: 58,081 shares 58,081 $14.2M 1.27% +44 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: 22,875 shares; 2024Q4: 22,586 shares; 2025Q1: 22,252 shares; 2025Q2: 21,670 shares; 2025Q3: 21,099 shares; 2025Q4: 20,814 shares; 2026Q1: 21,591 shares 21,591 $13.3M 1.19% +777 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: 146,082 shares; 2024Q4: 165,637 shares; 2025Q1: 181,963 shares; 2025Q2: 197,725 shares; 2025Q3: 211,987 shares; 2025Q4: 238,146 shares; 2026Q1: 245,812 shares 245,812 $13.1M 1.17% +7,666 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: 120,819 shares; 2024Q4: 115,498 shares; 2025Q1: 110,562 shares; 2025Q2: 110,623 shares; 2025Q3: 109,757 shares; 2025Q4: 105,493 shares; 2026Q1: 104,669 shares 104,669 $13M 1.16% -824 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: 18,778 shares; 2024Q4: 18,605 shares; 2025Q1: 18,399 shares; 2025Q2: 18,930 shares; 2025Q3: 18,821 shares; 2025Q4: 18,711 shares; 2026Q1: 18,354 shares 18,354 $13M 1.16% -357 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: 80,999 shares; 2024Q4: 85,810 shares; 2025Q1: 90,720 shares; 2025Q2: 89,816 shares; 2025Q3: 89,327 shares; 2025Q4: 94,065 shares; 2026Q1: 97,715 shares 97,715 $12.1M 1.09% +3,650 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: 23,930 shares; 2024Q4: 23,473 shares; 2025Q1: 22,966 shares; 2025Q2: 23,285 shares; 2025Q3: 23,146 shares; 2025Q4: 23,497 shares; 2026Q1: 23,817 shares 23,817 $11.9M 1.06% +320 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: 113,839 shares; 2024Q4: 124,637 shares; 2025Q1: 139,067 shares; 2025Q2: 141,479 shares; 2025Q3: 143,596 shares; 2025Q4: 160,155 shares; 2026Q1: 171,917 shares 171,917 $11.6M 1.04% +11,762 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,284 shares; 2025Q1: 11,219 shares; 2025Q2: 12,059 shares; 2025Q3: 12,004 shares; 2025Q4: 11,992 shares; 2026Q1: 11,946 shares 11,946 $11.5M 1.03% -46 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: 62,910 shares; 2024Q4: 59,867 shares; 2025Q1: 58,888 shares; 2025Q2: 57,221 shares; 2025Q3: 57,112 shares; 2025Q4: 55,591 shares; 2026Q1: 55,195 shares 55,195 $11.4M 1.02% -396 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: 29,514 shares; 2024Q4: 29,518 shares; 2025Q1: 29,163 shares; 2025Q2: 30,728 shares; 2025Q3: 30,929 shares; 2025Q4: 31,398 shares; 2026Q1: 31,631 shares 31,631 $11.1M 0.99% +233 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: 20,268 shares; 2024Q4: 19,667 shares; 2025Q1: 19,783 shares; 2025Q2: 20,003 shares; 2025Q3: 19,471 shares; 2025Q4: 19,249 shares; 2026Q1: 19,091 shares 19,091 $11M 0.98% -158 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: 40,226 shares; 2024Q4: 39,410 shares; 2025Q1: 36,185 shares; 2025Q2: 36,188 shares; 2025Q3: 34,854 shares; 2025Q4: 33,618 shares; 2026Q1: 34,116 shares 34,116 $10.6M 0.95% +498 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: 60,516 shares; 2024Q4: 59,118 shares; 2025Q1: 59,169 shares; 2025Q2: 59,169 shares; 2025Q3: 59,900 shares; 2025Q4: 57,629 shares; 2026Q1: 59,497 shares 59,497 $10.1M 0.9% +1,868 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: 23,850 shares; 2024Q4: 23,548 shares; 2025Q1: 22,302 shares; 2025Q2: 21,614 shares; 2025Q3: 21,275 shares; 2025Q4: 20,717 shares; 2026Q1: 20,892 shares 20,892 $10M 0.89% +175 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: 30,343 shares; 2024Q4: 29,615 shares; 2025Q1: 29,153 shares; 2025Q2: 31,814 shares; 2025Q3: 31,778 shares; 2025Q4: 31,773 shares; 2026Q1: 31,614 shares 31,614 $9.56M 0.85% -159 Timeline SJNK 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: 277,985 shares; 2024Q4: 301,580 shares; 2025Q1: 317,030 shares; 2025Q2: 327,382 shares; 2025Q3: 337,313 shares; 2025Q4: 353,539 shares; 2026Q1: 374,375 shares 374,375 $9.35M 0.84% +20,836 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: 29,445 shares; 2024Q4: 29,873 shares; 2025Q1: 30,721 shares; 2025Q2: 31,010 shares; 2025Q3: 30,976 shares; 2025Q4: 31,980 shares; 2026Q1: 32,227 shares 32,227 $9.25M 0.83% +247 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: 55,199 shares; 2024Q4: 64,181 shares; 2025Q1: 66,776 shares; 2025Q2: 69,894 shares; 2025Q3: 72,240 shares; 2025Q4: 84,268 shares; 2026Q1: 97,964 shares 97,964 $8.87M 0.79% +13,696 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: 62,371 shares; 2024Q4: 64,814 shares; 2025Q1: 65,291 shares; 2025Q2: 65,627 shares; 2025Q3: 66,423 shares; 2025Q4: 67,751 shares; 2026Q1: 61,230 shares 61,230 $8.84M 0.79% -6,521 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: 32,585 shares; 2024Q4: 32,550 shares; 2025Q1: 29,731 shares; 2025Q2: 28,339 shares; 2025Q3: 27,921 shares; 2025Q4: 27,817 shares; 2026Q1: 27,740 shares 27,740 $8.59M 0.77% -77 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: 60,918 shares; 2024Q4: 66,700 shares; 2025Q1: 82,917 shares; 2025Q2: 89,826 shares; 2025Q3: 97,412 shares; 2025Q4: 108,863 shares; 2026Q1: 117,472 shares 117,472 $7.53M 0.67% +8,609 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 8,788 shares; 2025Q1: 10,758 shares; 2025Q2: 11,414 shares; 2025Q3: 11,707 shares; 2025Q4: 12,947 shares; 2026Q1: 13,670 shares 13,670 $7.51M 0.67% +723 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: 13,973 shares; 2024Q4: 17,056 shares; 2025Q1: 19,049 shares; 2025Q2: 19,951 shares; 2025Q3: 19,051 shares; 2025Q4: 21,480 shares; 2026Q1: 21,501 shares 21,501 $7.27M 0.65% +21 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: 39,196 shares; 2025Q1: 42,788 shares; 2025Q2: 44,739 shares; 2025Q3: 45,607 shares; 2025Q4: 48,728 shares; 2026Q1: 52,109 shares 52,109 $6.4M 0.57% +3,381 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: 4,038 shares; 2024Q4: 4,568 shares; 2025Q1: 5,226 shares; 2025Q2: 5,485 shares; 2025Q3: 5,502 shares; 2025Q4: 59,612 shares; 2026Q1: 61,119 shares 61,119 $5.88M 0.53% +1,507 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: 77,077 shares; 2024Q4: 75,922 shares; 2025Q1: 75,833 shares; 2025Q2: 73,894 shares; 2025Q3: 73,209 shares; 2025Q4: 74,228 shares; 2026Q1: 75,624 shares 75,624 $5.87M 0.52% +1,396 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.51% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,953 shares; 2024Q4: 43,003 shares; 2025Q1: 45,176 shares; 2025Q2: 45,874 shares; 2025Q3: 46,231 shares; 2025Q4: 48,855 shares; 2026Q1: 49,932 shares 49,932 $5.74M 0.51% +1,077 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: 4,493 shares; 2024Q4: 5,162 shares; 2025Q1: 6,291 shares; 2025Q2: 7,080 shares; 2025Q3: 7,365 shares; 2025Q4: 8,812 shares; 2026Q1: 9,930 shares 9,930 $5.68M 0.51% +1,118 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: 30,866 shares; 2024Q4: 30,849 shares; 2025Q1: 30,637 shares; 2025Q2: 30,234 shares; 2025Q3: 25,831 shares; 2025Q4: 23,755 shares; 2026Q1: 23,344 shares 23,344 $5.66M 0.51% -411 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: 17,319 shares; 2024Q4: 18,456 shares; 2025Q1: 18,801 shares; 2025Q2: 17,531 shares; 2025Q3: 17,723 shares; 2025Q4: 18,105 shares; 2026Q1: 18,654 shares 18,654 $5.64M 0.5% +549 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: 25,463 shares; 2024Q4: 24,107 shares; 2025Q1: 24,351 shares; 2025Q2: 25,110 shares; 2025Q3: 24,989 shares; 2025Q4: 24,449 shares; 2026Q1: 25,513 shares 25,513 $5.55M 0.5% +1,064 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: 30,153 shares; 2024Q4: 28,923 shares; 2025Q1: 26,424 shares; 2025Q2: 25,919 shares; 2025Q3: 24,729 shares; 2025Q4: 23,660 shares; 2026Q1: 23,291 shares 23,291 $5.26M 0.47% -369 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: 19,238 shares; 2024Q4: 19,011 shares; 2025Q1: 19,287 shares; 2025Q2: 19,360 shares; 2025Q3: 19,916 shares; 2025Q4: 18,196 shares; 2026Q1: 17,980 shares 17,980 $5.16M 0.46% -216 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: 8,383 shares; 2024Q4: 12,266 shares; 2025Q1: 14,952 shares; 2025Q2: 16,294 shares; 2025Q3: 18,422 shares; 2025Q4: 19,790 shares; 2026Q1: 20,347 shares 20,347 $4.93M 0.44% +557 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: 53,189 shares; 2024Q4: 51,606 shares; 2025Q1: 51,939 shares; 2025Q2: 51,929 shares; 2025Q3: 51,145 shares; 2025Q4: 49,994 shares; 2026Q1: 47,646 shares 47,646 $4.89M 0.44% -2,348 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: 12,594 shares; 2024Q4: 12,672 shares; 2025Q1: 12,970 shares; 2025Q2: 13,298 shares; 2025Q3: 13,688 shares; 2025Q4: 13,771 shares; 2026Q1: 14,000 shares 14,000 $4.79M 0.43% +229 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: 16,987 shares; 2024Q4: 17,882 shares; 2025Q1: 19,315 shares; 2025Q2: 20,119 shares; 2025Q3: 20,350 shares; 2025Q4: 21,516 shares; 2026Q1: 22,738 shares 22,738 $4.78M 0.43% +1,222 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,221 shares; 2024Q4: 46,551 shares; 2025Q1: 47,072 shares; 2025Q2: 45,561 shares; 2025Q3: 46,235 shares; 2025Q4: 46,174 shares; 2026Q1: 44,709 shares 44,709 $4.74M 0.42% -1,465 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,641 shares; 2024Q4: 43,807 shares; 2025Q1: 42,689 shares; 2025Q2: 45,509 shares; 2025Q3: 46,884 shares; 2025Q4: 53,259 shares; 2026Q1: 59,637 shares 59,637 $4.69M 0.42% +6,378 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: 36,701 shares; 2024Q4: 35,030 shares; 2025Q1: 32,798 shares; 2025Q2: 33,068 shares; 2025Q3: 32,016 shares; 2025Q4: 30,234 shares; 2026Q1: 29,551 shares 29,551 $4.59M 0.41% -683 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: 57,289 shares; 2024Q4: 55,722 shares; 2025Q1: 49,366 shares; 2025Q2: 48,103 shares; 2025Q3: 46,262 shares; 2025Q4: 38,392 shares; 2026Q1: 36,960 shares 36,960 $4.45M 0.4% -1,432 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,197 shares; 2024Q4: 32,412 shares; 2025Q1: 31,882 shares; 2025Q2: 33,048 shares; 2025Q3: 34,302 shares; 2025Q4: 33,344 shares; 2026Q1: 33,420 shares 33,420 $4.38M 0.39% +76 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: 22,865 shares; 2024Q4: 22,840 shares; 2025Q1: 28,180 shares; 2025Q2: 25,367 shares; 2025Q3: 26,286 shares; 2025Q4: 28,103 shares; 2026Q1: 29,542 shares 29,542 $4.35M 0.39% +1,439 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,595 shares; 2024Q4: 18,709 shares; 2025Q1: 16,411 shares; 2025Q2: 16,166 shares; 2025Q3: 16,509 shares; 2025Q4: 32,750 shares; 2026Q1: 32,640 shares 32,640 $4.34M 0.39% -110 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: 68,306 shares; 2024Q4: 66,022 shares; 2025Q1: 65,909 shares; 2025Q2: 62,295 shares; 2025Q3: 63,568 shares; 2025Q4: 59,992 shares; 2026Q1: 85,237 shares 85,237 $4.16M 0.37% +25,245 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: 63,289 shares; 2024Q4: 58,366 shares; 2025Q1: 57,732 shares; 2025Q2: 56,781 shares; 2025Q3: 56,661 shares; 2025Q4: 54,425 shares; 2026Q1: 54,575 shares 54,575 $4.15M 0.37% +150 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: 28,405 shares; 2024Q4: 28,405 shares; 2025Q1: 27,103 shares; 2025Q2: 25,461 shares; 2025Q3: 25,665 shares; 2025Q4: 25,191 shares; 2026Q1: 24,932 shares 24,932 $4.12M 0.37% -259 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: 23,508 shares; 2024Q4: 23,031 shares; 2025Q1: 22,109 shares; 2025Q2: 22,258 shares; 2025Q3: 22,038 shares; 2025Q4: 21,245 shares; 2026Q1: 21,131 shares 21,131 $4.08M 0.36% -114 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,639 shares; 2024Q4: 32,156 shares; 2025Q1: 31,723 shares; 2025Q2: 31,006 shares; 2025Q3: 30,750 shares; 2025Q4: 29,793 shares; 2026Q1: 28,380 shares 28,380 $3.72M 0.33% -1,413 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: 11,792 shares; 2024Q4: 11,707 shares; 2025Q1: 11,866 shares; 2025Q2: 11,702 shares; 2025Q3: 11,972 shares; 2025Q4: 11,783 shares; 2026Q1: 11,124 shares 11,124 $3.66M 0.33% -659 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: 6,505 shares; 2024Q4: 6,286 shares; 2025Q1: 6,154 shares; 2025Q2: 6,275 shares; 2025Q3: 6,371 shares; 2025Q4: 5,875 shares; 2026Q1: 5,902 shares 5,902 $3.57M 0.32% +27 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: 6,445 shares; 2024Q4: 6,388 shares; 2025Q1: 6,279 shares; 2025Q2: 6,694 shares; 2025Q3: 6,787 shares; 2025Q4: 6,551 shares; 2026Q1: 6,474 shares 6,474 $3.48M 0.31% -77 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,031 shares; 2024Q4: 24,236 shares; 2025Q1: 25,454 shares; 2025Q2: 24,578 shares; 2025Q3: 25,614 shares; 2025Q4: 36,919 shares; 2026Q1: 43,913 shares 43,913 $3.44M 0.31% +6,994 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: 14,233 shares; 2025Q1: 14,924 shares; 2025Q2: 14,584 shares; 2025Q3: 15,607 shares; 2025Q4: 17,389 shares; 2026Q1: 18,575 shares 18,575 $3.38M 0.3% +1,186 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,816 shares; 2024Q4: 7,612 shares; 2025Q1: 7,390 shares; 2025Q2: 7,290 shares; 2025Q3: 7,275 shares; 2025Q4: 7,272 shares; 2026Q1: 7,266 shares 7,266 $3.37M 0.3% -6 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,588 shares; 2025Q1: 3,540 shares; 2025Q2: 3,715 shares; 2025Q3: 3,667 shares; 2025Q4: 3,635 shares; 2026Q1: 3,613 shares 3,613 $3.23M 0.29% -22 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,161 shares; 2024Q4: 43,161 shares; 2025Q1: 43,161 shares; 2025Q2: 43,161 shares; 2025Q3: 47,276 shares; 2025Q4: 47,276 shares; 2026Q1: 47,276 shares 47,276 $3.13M 0.28% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,285 shares; 2024Q4: 23,273 shares; 2025Q1: 26,986 shares; 2025Q2: 27,841 shares; 2025Q3: 29,369 shares; 2025Q4: 31,381 shares; 2026Q1: 33,360 shares 33,360 $3.1M 0.28% +1,979 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: 12,019 shares; 2024Q4: 12,136 shares; 2025Q1: 12,419 shares; 2025Q2: 12,748 shares; 2025Q3: 13,048 shares; 2025Q4: 13,387 shares; 2026Q1: 13,399 shares 13,399 $3.08M 0.28% +12 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: 21,902 shares; 2024Q4: 21,048 shares; 2025Q1: 19,838 shares; 2025Q2: 19,593 shares; 2025Q3: 19,505 shares; 2025Q4: 19,026 shares; 2026Q1: 18,619 shares 18,619 $3.06M 0.27% -407 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,122 shares; 2024Q4: 19,530 shares; 2025Q1: 21,684 shares; 2025Q2: 24,055 shares; 2025Q3: 26,686 shares; 2025Q4: 29,422 shares; 2026Q1: 30,977 shares 30,977 $2.99M 0.27% +1,555 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,747 shares; 2024Q4: 14,538 shares; 2025Q1: 14,363 shares; 2025Q2: 12,394 shares; 2025Q3: 12,441 shares; 2025Q4: 12,147 shares; 2026Q1: 12,068 shares 12,068 $2.98M 0.27% -79 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: 3,027 shares; 2024Q4: 6,615 shares; 2025Q1: 6,579 shares; 2025Q2: 6,494 shares; 2025Q3: 6,422 shares; 2025Q4: 6,748 shares; 2026Q1: 6,727 shares 6,727 $2.94M 0.26% -21 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,085 shares; 2024Q4: 69,407 shares; 2025Q1: 68,588 shares; 2025Q2: 61,007 shares; 2025Q3: 61,230 shares; 2025Q4: 55,049 shares; 2026Q1: 56,082 shares 56,082 $2.82M 0.25% +1,033 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: 13,183 shares; 2024Q4: 12,543 shares; 2025Q1: 12,417 shares; 2025Q2: 12,498 shares; 2025Q3: 12,498 shares; 2025Q4: 14,288 shares; 2026Q1: 13,018 shares 13,018 $2.8M 0.25% -1,270 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: 31,305 shares; 2024Q4: 89,531 shares; 2025Q1: 91,090 shares; 2025Q2: 89,604 shares; 2025Q3: 89,111 shares; 2025Q4: 92,078 shares; 2026Q1: 88,542 shares 88,542 $2.72M 0.24% -3,536 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,124 shares; 2024Q4: 28,751 shares; 2025Q1: 27,619 shares; 2025Q2: 27,391 shares; 2025Q3: 26,901 shares; 2025Q4: 26,390 shares; 2026Q1: 25,675 shares 25,675 $2.72M 0.24% -715 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: 22,200 shares; 2024Q4: 30,730 shares; 2025Q1: 28,689 shares; 2025Q2: 29,089 shares; 2025Q3: 25,589 shares; 2025Q4: 27,189 shares; 2026Q1: 25,330 shares 25,330 $2.69M 0.24% -1,859 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: 18,561 shares; 2024Q4: 17,855 shares; 2025Q1: 17,933 shares; 2025Q2: 17,524 shares; 2025Q3: 17,258 shares; 2025Q4: 17,019 shares; 2026Q1: 16,724 shares 16,724 $2.67M 0.24% -295 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: 12,152 shares; 2024Q4: 12,152 shares; 2025Q1: 13,054 shares; 2025Q2: 13,054 shares; 2025Q3: 13,054 shares; 2025Q4: 12,804 shares; 2026Q1: 12,754 shares 12,754 $2.64M 0.24% -50 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 3,543 shares; 2025Q1: 4,205 shares; 2025Q2: 4,144 shares; 2025Q3: 4,216 shares; 2025Q4: 5,396 shares; 2026Q1: 5,901 shares 5,901 $2.62M 0.23% +505 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 3,588 shares; 2025Q1: 4,411 shares; 2025Q2: 4,771 shares; 2025Q3: 5,089 shares; 2025Q4: 5,862 shares; 2026Q1: 6,272 shares 6,272 $2.61M 0.23% +410 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: 17,841 shares; 2024Q4: 17,910 shares; 2025Q1: 18,213 shares; 2025Q2: 18,047 shares; 2025Q3: 17,003 shares; 2025Q4: 14,573 shares; 2026Q1: 13,778 shares 13,778 $2.57M 0.23% -795 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,212 shares; 2024Q4: 24,695 shares; 2025Q1: 24,326 shares; 2025Q2: 23,907 shares; 2025Q3: 23,086 shares; 2025Q4: 22,502 shares; 2026Q1: 22,386 shares 22,386 $2.53M 0.23% -116 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 446 shares; 2025Q2: 1,925 shares; 2025Q3: 7,794 shares; 2025Q4: 10,879 shares; 2026Q1: 12,889 shares 12,889 $2.53M 0.23% +2,010 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,960 shares; 2024Q4: 14,768 shares; 2025Q1: 15,573 shares; 2025Q2: 15,620 shares; 2025Q3: 13,866 shares; 2025Q4: 16,765 shares; 2026Q1: 34,108 shares 34,108 $2.51M 0.22% +17,343 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: 8,161 shares; 2024Q4: 14,055 shares; 2025Q1: 15,095 shares; 2025Q2: 14,989 shares; 2025Q3: 15,065 shares; 2025Q4: 14,968 shares; 2026Q1: 15,080 shares 15,080 $2.42M 0.22% +112 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,537 shares; 2024Q4: 8,412 shares; 2025Q1: 8,187 shares; 2025Q2: 8,138 shares; 2025Q3: 7,928 shares; 2025Q4: 7,883 shares; 2026Q1: 7,833 shares 7,833 $2.36M 0.21% -50 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: 2,511 shares; 2024Q4: 2,508 shares; 2025Q1: 2,564 shares; 2025Q2: 2,691 shares; 2025Q3: 2,957 shares; 2025Q4: 3,167 shares; 2026Q1: 3,173 shares 3,173 $2.31M 0.21% +6 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,931 shares; 2024Q4: 17,016 shares; 2025Q1: 20,891 shares; 2025Q2: 23,005 shares; 2025Q3: 24,791 shares; 2025Q4: 27,798 shares; 2026Q1: 30,660 shares 30,660 $2.22M 0.2% +2,862 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,501 shares; 2025Q4: 19,861 shares; 2026Q1: 22,373 shares 22,373 $2.22M 0.2% +2,512 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: 7,529 shares; 2024Q4: 5,029 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,276 shares; 2025Q4: 5,191 shares; 2026Q1: 5,159 shares 5,159 $2.2M 0.2% -32 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,047 shares; 2024Q4: 15,347 shares; 2025Q1: 15,065 shares; 2025Q2: 15,230 shares; 2025Q3: 15,230 shares; 2025Q4: 15,065 shares; 2026Q1: 15,085 shares 15,085 $2.19M 0.2% +20 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: 15,390 shares; 2024Q4: 15,390 shares; 2025Q1: 15,390 shares; 2025Q2: 15,146 shares; 2025Q3: 15,943 shares; 2025Q4: 15,819 shares; 2026Q1: 15,893 shares 15,893 $2.16M 0.19% +74 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 9,605 shares; 2025Q1: 9,493 shares; 2025Q2: 11,173 shares; 2025Q3: 38,187 shares; 2025Q4: 46,512 shares; 2026Q1: 52,617 shares 52,617 $2.16M 0.19% +6,105 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,932 shares; 2024Q4: 17,897 shares; 2025Q1: 17,685 shares; 2025Q2: 17,497 shares; 2025Q3: 18,198 shares; 2025Q4: 18,086 shares; 2026Q1: 17,985 shares 17,985 $2.08M 0.19% -101 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 5,594 shares; 2025Q1: 6,051 shares; 2025Q2: 6,259 shares; 2025Q3: 6,195 shares; 2025Q4: 6,326 shares; 2026Q1: 6,526 shares 6,526 $2.08M 0.19% +200 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,713 shares; 2024Q4: 6,825 shares; 2025Q1: 6,851 shares; 2025Q2: 7,100 shares; 2025Q3: 7,098 shares; 2025Q4: 7,041 shares; 2026Q1: 7,041 shares 7,041 $2.05M 0.18% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,967 shares; 2024Q4: 37,703 shares; 2025Q1: 37,838 shares; 2025Q2: 36,629 shares; 2025Q3: 35,171 shares; 2025Q4: 33,584 shares; 2026Q1: 33,149 shares 33,149 $2.01M 0.18% -435 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: 5,082 shares; 2025Q3: 47,411 shares; 2025Q4: 72,687 shares; 2026Q1: 87,640 shares 87,640 $1.97M 0.18% +14,953 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,011 shares; 2024Q4: 25,088 shares; 2025Q1: 27,505 shares; 2025Q2: 29,353 shares; 2025Q3: 31,370 shares; 2025Q4: 40,653 shares; 2026Q1: 42,441 shares 42,441 $1.94M 0.17% +1,788 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,846 shares; 2024Q4: 15,311 shares; 2025Q1: 15,379 shares; 2025Q2: 15,387 shares; 2025Q3: 15,404 shares; 2025Q4: 15,374 shares; 2026Q1: 14,996 shares 14,996 $1.93M 0.17% -378 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: 18,197 shares; 2024Q4: 18,326 shares; 2025Q1: 19,292 shares; 2025Q2: 19,805 shares; 2025Q3: 20,006 shares; 2025Q4: 20,078 shares; 2026Q1: 20,348 shares 20,348 $1.91M 0.17% +270 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,454 shares; 2024Q4: 7,906 shares; 2025Q1: 9,293 shares; 2025Q2: 10,773 shares; 2025Q3: 10,687 shares; 2025Q4: 12,630 shares; 2026Q1: 13,980 shares 13,980 $1.91M 0.17% +1,350 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: 25,022 shares; 2024Q4: 24,482 shares; 2025Q1: 23,734 shares; 2025Q2: 23,827 shares; 2025Q3: 23,437 shares; 2025Q4: 21,856 shares; 2026Q1: 20,625 shares 20,625 $1.9M 0.17% -1,231 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 1,613 shares; 2025Q1: 1,783 shares; 2025Q2: 2,103 shares; 2025Q3: 7,339 shares; 2025Q4: 8,987 shares; 2026Q1: 9,720 shares 9,720 $1.89M 0.17% +733 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,956 shares; 2024Q4: 17,046 shares; 2025Q1: 17,206 shares; 2025Q2: 16,733 shares; 2025Q3: 17,060 shares; 2025Q4: 18,576 shares; 2026Q1: 19,707 shares 19,707 $1.89M 0.17% +1,131 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,578 shares; 2024Q4: 12,578 shares; 2025Q1: 12,578 shares; 2025Q2: 12,578 shares; 2025Q3: 12,578 shares; 2025Q4: 12,578 shares; 2026Q1: 12,578 shares 12,578 $1.87M 0.17% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,535 shares; 2024Q4: 15,535 shares; 2025Q1: 15,297 shares; 2025Q2: 14,647 shares; 2025Q3: 14,647 shares; 2025Q4: 14,036 shares; 2026Q1: 13,889 shares 13,889 $1.84M 0.16% -147 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: 3,267 shares; 2024Q4: 2,889 shares; 2025Q1: 2,745 shares; 2025Q2: 3,108 shares; 2025Q3: 3,255 shares; 2025Q4: 3,285 shares; 2026Q1: 3,239 shares 3,239 $1.82M 0.16% -46 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: 8,760 shares; 2024Q4: 8,619 shares; 2025Q1: 8,311 shares; 2025Q2: 8,134 shares; 2025Q3: 7,717 shares; 2025Q4: 7,808 shares; 2026Q1: 8,959 shares 8,959 $1.82M 0.16% +1,151 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,987 shares; 2024Q4: 10,503 shares; 2025Q1: 10,286 shares; 2025Q2: 10,136 shares; 2025Q3: 12,151 shares; 2025Q4: 11,968 shares; 2026Q1: 11,968 shares 11,968 $1.81M 0.16% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,412 shares; 2024Q4: 7,041 shares; 2025Q1: 6,903 shares; 2025Q2: 6,693 shares; 2025Q3: 6,525 shares; 2025Q4: 6,341 shares; 2026Q1: 6,195 shares 6,195 $1.78M 0.16% -146 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 5,228 shares; 2025Q1: 5,228 shares; 2025Q2: 5,228 shares; 2025Q3: 5,612 shares; 2025Q4: 5,958 shares; 2026Q1: 6,028 shares 6,028 $1.68M 0.15% +70 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,710 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200 $1.68M 0.15% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 2,109 shares; 2025Q1: 2,070 shares; 2025Q2: 2,026 shares; 2025Q3: 2,024 shares; 2025Q4: 1,933 shares; 2026Q1: 1,930 shares 1,930 $1.67M 0.15% -3 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,283 shares; 2025Q1: 2,294 shares; 2025Q2: 2,233 shares; 2025Q3: 2,315 shares; 2025Q4: 2,445 shares; 2026Q1: 2,430 shares 2,430 $1.66M 0.15% -15 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: 30,480 shares; 2024Q4: 30,030 shares; 2025Q1: 27,978 shares; 2025Q2: 27,520 shares; 2025Q3: 27,590 shares; 2025Q4: 25,515 shares; 2026Q1: 24,975 shares 24,975 $1.65M 0.15% -540 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 8,644 shares; 2025Q1: 8,744 shares; 2025Q2: 8,744 shares; 2025Q3: 8,744 shares; 2025Q4: 8,744 shares; 2026Q1: 8,346 shares 8,346 $1.64M 0.15% -398 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,130 shares; 2024Q4: 30,653 shares; 2025Q1: 30,503 shares; 2025Q2: 30,203 shares; 2025Q3: 29,690 shares; 2025Q4: 29,423 shares; 2026Q1: 29,157 shares 29,157 $1.62M 0.15% -266 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: 4,547 shares; 2024Q4: 4,547 shares; 2025Q1: 4,547 shares; 2025Q2: 4,360 shares; 2025Q3: 5,028 shares; 2025Q4: 5,590 shares; 2026Q1: 5,628 shares 5,628 $1.6M 0.14% +38 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: 8,819 shares; 2024Q4: 8,431 shares; 2025Q1: 8,703 shares; 2025Q2: 8,277 shares; 2025Q3: 7,977 shares; 2025Q4: 7,354 shares; 2026Q1: 7,819 shares 7,819 $1.59M 0.14% +465 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: 7,671 shares; 2024Q4: 6,816 shares; 2025Q1: 6,860 shares; 2025Q2: 6,772 shares; 2025Q3: 6,542 shares; 2025Q4: 6,137 shares; 2026Q1: 5,901 shares 5,901 $1.54M 0.14% -236 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 367 shares; 2025Q1: 366 shares; 2025Q2: 470 shares; 2025Q3: 458 shares; 2025Q4: 454 shares; 2026Q1: 453 shares 453 $1.53M 0.14% -1 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 120 shares; 2025Q3: 969 shares; 2025Q4: 13,136 shares; 2026Q1: 16,259 shares 16,259 $1.5M 0.13% +3,123 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,260 shares; 2025Q1: 10,260 shares; 2025Q2: 10,260 shares; 2025Q3: 16,310 shares; 2025Q4: 16,310 shares; 2026Q1: 19,350 shares 19,350 $1.49M 0.13% +3,040 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,769 shares; 2025Q1: 5,779 shares; 2025Q2: 6,186 shares; 2025Q3: 5,867 shares; 2025Q4: 5,637 shares; 2026Q1: 5,610 shares 5,610 $1.49M 0.13% -27 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: 18,023 shares; 2024Q4: 17,918 shares; 2025Q1: 19,399 shares; 2025Q2: 19,199 shares; 2025Q3: 21,324 shares; 2025Q4: 18,169 shares; 2026Q1: 18,677 shares 18,677 $1.49M 0.13% +508 Timeline FNWD FINWARD BANCORP More: the full row for FINWARD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,430 shares; 2024Q4: 40,430 shares; 2025Q1: 40,430 shares; 2025Q2: 40,430 shares; 2025Q3: 40,430 shares; 2025Q4: 40,430 shares; 2026Q1: 40,430 shares 40,430 $1.47M 0.13% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 11,942 shares; 2025Q1: 12,529 shares; 2025Q2: 12,519 shares; 2025Q3: 11,749 shares; 2025Q4: 10,891 shares; 2026Q1: 10,921 shares 10,921 $1.44M 0.13% +30 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,298 shares; 2024Q4: 15,298 shares; 2025Q1: 15,471 shares; 2025Q2: 15,271 shares; 2025Q3: 15,271 shares; 2025Q4: 15,271 shares; 2026Q1: 15,271 shares 15,271 $1.43M 0.13% 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: 19,030 shares; 2024Q4: 17,499 shares; 2025Q1: 15,631 shares; 2025Q2: 15,485 shares; 2025Q3: 14,494 shares; 2025Q4: 14,123 shares; 2026Q1: 13,451 shares 13,451 $1.31M 0.12% -672 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,618 shares 6,618 $1.31M 0.12% new 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: 3,542 shares; 2024Q4: 3,494 shares; 2025Q1: 2,739 shares; 2025Q2: 2,753 shares; 2025Q3: 2,723 shares; 2025Q4: 2,613 shares; 2026Q1: 2,620 shares 2,620 $1.3M 0.12% +7 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: 13,920 shares; 2024Q4: 11,952 shares; 2025Q1: 12,021 shares; 2025Q2: 11,621 shares; 2025Q3: 15,251 shares; 2025Q4: 15,251 shares; 2026Q1: 15,219 shares 15,219 $1.3M 0.12% -32 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: 3,782 shares; 2024Q4: 3,782 shares; 2025Q1: 3,245 shares; 2025Q2: 3,155 shares; 2025Q3: 3,290 shares; 2025Q4: 3,213 shares; 2026Q1: 3,721 shares 3,721 $1.28M 0.11% +508 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: 60,274 shares; 2024Q4: 56,276 shares; 2025Q1: 53,905 shares; 2025Q2: 52,612 shares; 2025Q3: 50,583 shares; 2025Q4: 45,345 shares; 2026Q1: 44,984 shares 44,984 $1.26M 0.11% -361 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 1,228 shares; 2025Q4: 1,136 shares; 2026Q1: 3,593 shares 3,593 $1.24M 0.11% +2,457 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,568 shares; 2024Q4: 12,038 shares; 2025Q1: 11,965 shares; 2025Q2: 12,665 shares; 2025Q3: 12,591 shares; 2025Q4: 12,599 shares; 2026Q1: 12,599 shares 12,599 $1.23M 0.11% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 819 shares; 2025Q2: 825 shares; 2025Q3: 829 shares; 2025Q4: 830 shares; 2026Q1: 823 shares 823 $1.21M 0.11% -7 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,380 shares; 2024Q4: 14,836 shares; 2025Q1: 14,128 shares; 2025Q2: 12,857 shares; 2025Q3: 13,743 shares; 2025Q4: 12,857 shares; 2026Q1: 12,043 shares 12,043 $1.18M 0.11% -814 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 8,189 shares; 2025Q1: 7,889 shares; 2025Q2: 7,889 shares; 2025Q3: 7,889 shares; 2025Q4: 8,425 shares; 2026Q1: 8,425 shares 8,425 $1.14M 0.1% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,599 shares; 2026Q1: 15,465 shares 15,465 $1.14M 0.1% +12,866 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: 9,936 shares; 2024Q4: 9,293 shares; 2025Q1: 10,341 shares; 2025Q2: 10,352 shares; 2025Q3: 10,487 shares; 2025Q4: 8,807 shares; 2026Q1: 11,744 shares 11,744 $1.13M 0.1% +2,937 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,027 shares; 2024Q4: 15,054 shares; 2025Q1: 17,971 shares; 2025Q2: 27,051 shares; 2025Q3: 16,871 shares; 2025Q4: 13,063 shares; 2026Q1: 12,204 shares 12,204 $1.13M 0.1% -859 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: 45,013 shares; 2024Q4: 43,364 shares; 2025Q1: 42,439 shares; 2025Q2: 39,666 shares; 2025Q3: 40,166 shares; 2025Q4: 38,560 shares; 2026Q1: 38,638 shares 38,638 $1.12M 0.1% +78 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 3,885 shares; 2025Q1: 4,000 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $1.12M 0.1% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 724 shares; 2025Q1: 819 shares; 2025Q2: 1,414 shares; 2025Q3: 1,397 shares; 2025Q4: 1,418 shares; 2026Q1: 1,305 shares 1,305 $1.1M 0.1% -113 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 300 shares; 2025Q3: 300 shares; 2025Q4: 20,365 shares; 2026Q1: 26,497 shares 26,497 $1.08M 0.1% +6,132 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: 18,772 shares; 2024Q4: 17,361 shares; 2025Q1: 16,782 shares; 2025Q2: 14,489 shares; 2025Q3: 7,907 shares; 2025Q4: 7,043 shares; 2026Q1: 3,875 shares 3,875 $1.05M 0.09% -3,168 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: 12,528 shares; 2024Q4: 10,967 shares; 2025Q1: 10,371 shares; 2025Q2: 9,877 shares; 2025Q3: 8,024 shares; 2025Q4: 5,569 shares; 2026Q1: 5,277 shares 5,277 $1.05M 0.09% -292 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: 2,049 shares; 2024Q4: 2,057 shares; 2025Q1: 2,270 shares; 2025Q2: 2,310 shares; 2025Q3: 2,805 shares; 2025Q4: 2,254 shares; 2026Q1: 2,242 shares 2,242 $1.03M 0.09% -12 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: 4,620 shares; 2025Q1: 4,620 shares; 2025Q2: 4,620 shares; 2025Q3: 4,920 shares; 2025Q4: 4,812 shares; 2026Q1: 4,812 shares 4,812 $1.03M 0.09% 0 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: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 3,357 shares 3,357 $1.02M 0.09% +3,293 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,938 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,177 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares 2,322 $999K 0.09% 0 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: 1,435 shares; 2024Q4: 1,595 shares; 2025Q1: 1,359 shares; 2025Q2: 5,579 shares; 2025Q3: 5,340 shares; 2025Q4: 5,426 shares; 2026Q1: 5,469 shares 5,469 $998K 0.09% +43 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: 2,660 shares; 2024Q4: 2,655 shares; 2025Q1: 2,635 shares; 2025Q2: 2,643 shares; 2025Q3: 2,592 shares; 2025Q4: 2,533 shares; 2026Q1: 2,281 shares 2,281 $990K 0.09% -252 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: 13,785 shares; 2024Q4: 13,785 shares; 2025Q1: 13,785 shares; 2025Q2: 13,485 shares; 2025Q3: 13,485 shares; 2025Q4: 13,485 shares; 2026Q1: 13,485 shares 13,485 $962K 0.09% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares 1,081 $944K 0.08% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 3,114 shares; 2025Q1: 3,213 shares; 2025Q2: 3,213 shares; 2025Q3: 3,113 shares; 2025Q4: 2,937 shares; 2026Q1: 2,937 shares 2,937 $941K 0.08% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,522 shares; 2024Q4: 11,522 shares; 2025Q1: 11,522 shares; 2025Q2: 11,522 shares; 2025Q3: 15,011 shares; 2025Q4: 15,011 shares; 2026Q1: 15,011 shares 15,011 $928K 0.08% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,600 shares; 2025Q1: 1,628 shares; 2025Q2: 1,631 shares; 2025Q3: 1,759 shares; 2025Q4: 3,453 shares; 2026Q1: 3,440 shares 3,440 $901K 0.08% -13 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,811 shares 12,811 $889K 0.08% new 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: 4,436 shares; 2024Q4: 4,436 shares; 2025Q1: 4,821 shares; 2025Q2: 4,805 shares; 2025Q3: 4,494 shares; 2025Q4: 4,480 shares; 2026Q1: 4,495 shares 4,495 $852K 0.08% +15 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 5,252 shares; 2025Q1: 5,312 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $846K 0.08% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $843K 0.08% 0 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: 1,500 shares; 2024Q4: 1,389 shares; 2025Q1: 1,383 shares; 2025Q2: 1,716 shares; 2025Q3: 1,698 shares; 2025Q4: 1,696 shares; 2026Q1: 1,701 shares 1,701 $836K 0.07% +5 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: 8,742 shares; 2024Q4: 8,442 shares; 2025Q1: 8,467 shares; 2025Q2: 8,467 shares; 2025Q3: 8,871 shares; 2025Q4: 8,496 shares; 2026Q1: 8,496 shares 8,496 $825K 0.07% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 7,680 shares; 2025Q1: 8,578 shares; 2025Q2: 8,736 shares; 2025Q3: 5,531 shares; 2025Q4: 4,654 shares; 2026Q1: 4,152 shares 4,152 $817K 0.07% -502 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,976 shares; 2024Q4: 29,241 shares; 2025Q1: 30,956 shares; 2025Q2: 28,956 shares; 2025Q3: 28,406 shares; 2025Q4: 26,937 shares; 2026Q1: 26,887 shares 26,887 $815K 0.07% -50 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 7,011 shares; 2025Q1: 5,336 shares; 2025Q2: 4,736 shares; 2025Q3: 4,047 shares; 2025Q4: 3,982 shares; 2026Q1: 3,982 shares 3,982 $812K 0.07% 0 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: 3,606 shares; 2024Q4: 3,570 shares; 2025Q1: 3,730 shares; 2025Q2: 3,700 shares; 2025Q3: 3,736 shares; 2025Q4: 3,638 shares; 2026Q1: 3,396 shares 3,396 $802K 0.07% -242 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: 4,746 shares; 2024Q4: 4,878 shares; 2025Q1: 3,678 shares; 2025Q2: 3,673 shares; 2025Q3: 3,672 shares; 2025Q4: 3,565 shares; 2026Q1: 3,595 shares 3,595 $781K 0.07% +30 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: 477 shares; 2024Q4: 449 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 3,768 shares; 2026Q1: 3,768 shares 3,768 $775K 0.07% 0 Timeline SPYV 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: 13,179 shares; 2024Q4: 13,564 shares; 2025Q1: 14,187 shares; 2025Q2: 13,699 shares; 2025Q3: 13,699 shares; 2025Q4: 13,669 shares; 2026Q1: 13,669 shares 13,669 $773K 0.07% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 6,962 shares; 2025Q1: 8,800 shares; 2025Q2: 9,624 shares; 2025Q3: 11,019 shares; 2025Q4: 12,444 shares; 2026Q1: 6,018 shares 6,018 $766K 0.07% -6,426 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: 15,204 shares; 2024Q4: 14,804 shares; 2025Q1: 14,625 shares; 2025Q2: 15,608 shares; 2025Q3: 15,108 shares; 2025Q4: 13,572 shares; 2026Q1: 13,497 shares 13,497 $760K 0.07% -75 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,533 shares; 2024Q4: 48,533 shares; 2025Q1: 40,533 shares; 2025Q2: 40,533 shares; 2025Q3: 40,533 shares; 2025Q4: 61,033 shares; 2026Q1: 61,033 shares 61,033 $753K 0.07% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,708 shares; 2024Q4: 15,708 shares; 2025Q1: 14,538 shares; 2025Q2: 14,538 shares; 2025Q3: 15,062 shares; 2025Q4: 15,062 shares; 2026Q1: 15,062 shares 15,062 $738K 0.07% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 6,539 shares; 2025Q1: 6,684 shares; 2025Q2: 7,484 shares; 2025Q3: 7,531 shares; 2025Q4: 7,531 shares; 2026Q1: 7,531 shares 7,531 $732K 0.07% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 4,253 shares; 2025Q1: 4,653 shares; 2025Q2: 4,653 shares; 2025Q3: 4,653 shares; 2025Q4: 4,653 shares; 2026Q1: 4,653 shares 4,653 $723K 0.06% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,120 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 9,359 shares; 2026Q1: 9,108 shares 9,108 $722K 0.06% -251 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 3,735 shares; 2025Q1: 3,697 shares; 2025Q2: 3,664 shares; 2025Q3: 3,464 shares; 2025Q4: 3,394 shares; 2026Q1: 3,327 shares 3,327 $706K 0.06% -67 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,572 shares; 2024Q4: 7,281 shares; 2025Q1: 7,225 shares; 2025Q2: 7,225 shares; 2025Q3: 6,974 shares; 2025Q4: 8,061 shares; 2026Q1: 7,953 shares 7,953 $705K 0.06% -108 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: 5,876 shares; 2024Q4: 5,726 shares; 2025Q1: 5,829 shares; 2025Q2: 5,829 shares; 2025Q3: 5,829 shares; 2025Q4: 5,497 shares; 2026Q1: 4,692 shares 4,692 $695K 0.06% -805 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 5,515 shares; 2025Q1: 6,743 shares; 2025Q2: 7,245 shares; 2025Q3: 7,737 shares; 2025Q4: 8,267 shares; 2026Q1: 3,413 shares 3,413 $677K 0.06% -4,854 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 3,256 shares; 2026Q1: 8,670 shares 8,670 $669K 0.06% +5,414 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 3,217 shares; 2025Q1: 3,094 shares; 2025Q2: 3,043 shares; 2025Q3: 3,008 shares; 2025Q4: 2,704 shares; 2026Q1: 1,881 shares 1,881 $666K 0.06% -823 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 14,704 shares; 2025Q1: 16,759 shares; 2025Q2: 18,284 shares; 2025Q3: 19,581 shares; 2025Q4: 26,669 shares; 2026Q1: 14,165 shares 14,165 $664K 0.06% -12,504 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,197 shares; 2024Q4: 11,342 shares; 2025Q1: 10,573 shares; 2025Q2: 10,297 shares; 2025Q3: 10,059 shares; 2025Q4: 7,677 shares; 2026Q1: 6,847 shares 6,847 $661K 0.06% -830 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 3,866 shares; 2025Q1: 4,608 shares; 2025Q2: 4,548 shares; 2025Q3: 4,421 shares; 2025Q4: 4,501 shares; 2026Q1: 4,426 shares 4,426 $649K 0.06% -75 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 5,542 shares; 2025Q1: 3,365 shares; 2025Q2: 3,312 shares; 2025Q3: 2,836 shares; 2025Q4: 2,371 shares; 2026Q1: 1,963 shares 1,963 $642K 0.06% -408 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: 28,430 shares; 2024Q4: 27,057 shares; 2025Q1: 19,519 shares; 2025Q2: 16,642 shares; 2025Q3: 14,952 shares; 2025Q4: 14,214 shares; 2026Q1: 14,323 shares 14,323 $632K 0.06% +109 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: 20,601 shares; 2024Q4: 21,183 shares; 2025Q1: 12,554 shares; 2025Q2: 12,554 shares; 2025Q3: 13,164 shares; 2025Q4: 13,014 shares; 2026Q1: 12,793 shares 12,793 $632K 0.06% -221 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: 3,242 shares; 2024Q4: 3,034 shares; 2025Q1: 2,711 shares; 2025Q2: 2,711 shares; 2025Q3: 3,064 shares; 2025Q4: 2,766 shares; 2026Q1: 3,034 shares 3,034 $631K 0.06% +268 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: 2,620 shares; 2024Q4: 2,793 shares; 2025Q1: 3,595 shares; 2025Q2: 4,920 shares; 2025Q3: 5,080 shares; 2025Q4: 6,839 shares; 2026Q1: 9,940 shares 9,940 $624K 0.06% +3,101 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: 11,047 shares; 2024Q4: 11,047 shares; 2025Q1: 13,254 shares; 2025Q2: 11,944 shares; 2025Q3: 11,689 shares; 2025Q4: 12,285 shares; 2026Q1: 12,482 shares 12,482 $623K 0.06% +197 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: 1,284 shares; 2024Q4: 1,370 shares; 2025Q1: 1,511 shares; 2025Q2: 1,519 shares; 2025Q3: 1,426 shares; 2025Q4: 1,392 shares; 2026Q1: 1,451 shares 1,451 $617K 0.06% +59 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: 6,837 shares; 2024Q4: 8,743 shares; 2025Q1: 8,741 shares; 2025Q2: 8,443 shares; 2025Q3: 7,381 shares; 2025Q4: 10,803 shares; 2026Q1: 11,353 shares 11,353 $614K 0.05% +550 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,616 shares; 2025Q1: 3,616 shares; 2025Q2: 3,616 shares; 2025Q3: 3,927 shares; 2025Q4: 3,531 shares; 2026Q1: 3,531 shares 3,531 $612K 0.05% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,927 shares; 2025Q1: 2,927 shares; 2025Q2: 2,927 shares; 2025Q3: 2,927 shares; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares 2,777 $607K 0.05% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: 4,706 shares; 2025Q3: 4,706 shares; 2025Q4: 4,706 shares; 2026Q1: 4,706 shares 4,706 $595K 0.05% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 5,486 shares; 2025Q1: 5,908 shares; 2025Q2: 6,433 shares; 2025Q3: 7,668 shares; 2025Q4: 6,740 shares; 2026Q1: 6,836 shares 6,836 $592K 0.05% +96 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 5,809 shares; 2025Q1: 4,587 shares; 2025Q2: 4,332 shares; 2025Q3: 3,719 shares; 2025Q4: 3,087 shares; 2026Q1: 2,421 shares 2,421 $588K 0.05% -666 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 5,773 shares; 2025Q1: 5,773 shares; 2025Q2: 5,728 shares; 2025Q3: 5,660 shares; 2025Q4: 5,409 shares; 2026Q1: 5,283 shares 5,283 $586K 0.05% -126 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: 1,227 shares; 2024Q4: 1,452 shares; 2025Q1: 1,444 shares; 2025Q2: 1,501 shares; 2025Q3: 1,521 shares; 2025Q4: 1,526 shares; 2026Q1: 1,485 shares 1,485 $582K 0.05% -41 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,376 shares; 2025Q1: 334 shares; 2025Q2: 405 shares; 2025Q3: 582 shares; 2025Q4: 6,627 shares; 2026Q1: 6,684 shares 6,684 $579K 0.05% +57 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: 4,310 shares; 2024Q4: 4,310 shares; 2025Q1: 3,896 shares; 2025Q2: 3,855 shares; 2025Q3: 3,828 shares; 2025Q4: 3,666 shares; 2026Q1: 3,653 shares 3,653 $575K 0.05% -13 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,808 shares; 2024Q4: 6,537 shares; 2025Q1: 6,537 shares; 2025Q2: 13,074 shares; 2025Q3: 13,076 shares; 2025Q4: 12,526 shares; 2026Q1: 12,366 shares 12,366 $574K 0.05% -160 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 4,958 shares; 2025Q1: 5,240 shares; 2025Q2: 4,766 shares; 2025Q3: 4,549 shares; 2025Q4: 3,398 shares; 2026Q1: 3,313 shares 3,313 $572K 0.05% -85 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: 1,469 shares; 2024Q4: 1,453 shares; 2025Q1: 1,407 shares; 2025Q2: 1,248 shares; 2025Q3: 1,311 shares; 2025Q4: 1,256 shares; 2026Q1: 1,199 shares 1,199 $567K 0.05% -57 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 3,274 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 2,987 shares 2,987 $566K 0.05% -318 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,021 shares; 2025Q1: 19,906 shares; 2025Q2: 17,245 shares; 2025Q3: 17,296 shares; 2025Q4: 9,712 shares; 2026Q1: 9,712 shares 9,712 $560K 0.05% 0 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: 4,679 shares; 2024Q4: 4,529 shares; 2025Q1: 4,439 shares; 2025Q2: 4,619 shares; 2025Q3: 3,959 shares; 2025Q4: 3,785 shares; 2026Q1: 3,440 shares 3,440 $541K 0.05% -345 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,547 shares; 2025Q1: 6,631 shares; 2025Q2: 6,561 shares; 2025Q3: 6,650 shares; 2025Q4: 6,664 shares; 2026Q1: 6,665 shares 6,665 $540K 0.05% +1 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: 3,656 shares; 2024Q4: 3,742 shares; 2025Q1: 4,002 shares; 2025Q2: 4,106 shares; 2025Q3: 4,492 shares; 2025Q4: 8,774 shares; 2026Q1: 8,774 shares 8,774 $537K 0.05% 0 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 405 shares 405 $535K 0.05% -119 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,546 shares; 2024Q4: 11,970 shares; 2025Q1: 11,970 shares; 2025Q2: 11,920 shares; 2025Q3: 11,120 shares; 2025Q4: 11,120 shares; 2026Q1: 10,620 shares 10,620 $530K 0.05% -500 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: 964 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $523K 0.05% 0 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: 7,758 shares; 2024Q4: 7,213 shares; 2025Q1: 6,915 shares; 2025Q2: 6,065 shares; 2025Q3: 5,540 shares; 2025Q4: 5,512 shares; 2026Q1: 4,718 shares 4,718 $521K 0.05% -794 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 3,866 shares; 2025Q1: 3,868 shares; 2025Q2: 4,268 shares; 2025Q3: 3,966 shares; 2025Q4: 3,961 shares; 2026Q1: 3,963 shares 3,963 $519K 0.05% +2 Timeline BAB 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: 26,373 shares; 2024Q4: 21,040 shares; 2025Q1: 13,851 shares; 2025Q2: 8,562 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,722 shares 18,722 $505K 0.05% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 8,817 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares; 2025Q3: 7,635 shares; 2025Q4: 7,635 shares; 2026Q1: 7,635 shares 7,635 $493K 0.04% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,560 shares; 2026Q1: 4,271 shares 4,271 $493K 0.04% -2,289 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,258 shares; 2025Q1: 2,260 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,026 shares; 2026Q1: 2,016 shares 2,016 $492K 0.04% -10 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: 1,969 shares; 2024Q4: 1,984 shares; 2025Q1: 1,984 shares; 2025Q2: 2,024 shares; 2025Q3: 938 shares; 2025Q4: 936 shares; 2026Q1: 1,314 shares 1,314 $488K 0.04% +378 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: 1,254 shares; 2024Q4: 1,592 shares; 2025Q1: 1,619 shares; 2025Q2: 1,590 shares; 2025Q3: 1,618 shares; 2025Q4: 1,595 shares; 2026Q1: 1,602 shares 1,602 $484K 0.04% +7 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: 1,490 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,335 shares; 2026Q1: 1,345 shares 1,345 $481K 0.04% +10 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 9,923 shares 9,923 $477K 0.04% +9,773 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: 1,826 shares; 2024Q4: 1,826 shares; 2025Q1: 1,866 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares 1,708 $456K 0.04% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,076 shares; 2024Q4: 18,576 shares; 2025Q1: 18,076 shares; 2025Q2: 11,076 shares; 2025Q3: 10,876 shares; 2025Q4: 8,867 shares; 2026Q1: 8,867 shares 8,867 $445K 0.04% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 12,454 shares; 2025Q1: 17,071 shares; 2025Q2: 20,678 shares; 2025Q3: 9,553 shares; 2025Q4: 6,728 shares; 2026Q1: 6,190 shares 6,190 $441K 0.04% -538 Timeline XLB 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: 2,990 shares; 2024Q4: 2,967 shares; 2025Q1: 3,300 shares; 2025Q2: 4,080 shares; 2025Q3: 4,984 shares; 2025Q4: 9,420 shares; 2026Q1: 8,810 shares 8,810 $440K 0.04% -610 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: 5,540 shares; 2024Q4: 4,740 shares; 2025Q1: 4,740 shares; 2025Q2: 4,740 shares; 2025Q3: 4,230 shares; 2025Q4: 4,040 shares; 2026Q1: 3,965 shares 3,965 $435K 0.04% -75 Timeline SPSM 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: 9,152 shares; 2024Q4: 9,047 shares; 2025Q1: 9,047 shares; 2025Q2: 9,047 shares; 2025Q3: 9,047 shares; 2025Q4: 8,862 shares; 2026Q1: 8,862 shares 8,862 $428K 0.04% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 9,719 shares; 2025Q1: 8,584 shares; 2025Q2: 8,584 shares; 2025Q3: 8,434 shares; 2025Q4: 8,104 shares; 2026Q1: 7,942 shares 7,942 $424K 0.04% -162 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,248 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,248 shares; 2025Q4: 3,248 shares; 2026Q1: 3,248 shares 3,248 $416K 0.04% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,160 shares; 2025Q1: 1,701 shares; 2025Q2: 1,812 shares; 2025Q3: 2,079 shares; 2025Q4: 2,779 shares; 2026Q1: 1,658 shares 1,658 $416K 0.04% -1,121 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,929 shares 3,929 $415K 0.04% new Timeline LQD 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: 3,601 shares; 2024Q4: 3,601 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 3,601 shares; 2026Q1: 3,601 shares 3,601 $392K 0.04% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 7,069 shares; 2025Q1: 6,771 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,568 shares; 2026Q1: 6,223 shares 6,223 $390K 0.03% -345 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 8,252 shares; 2025Q1: 8,252 shares; 2025Q2: 8,251 shares; 2025Q3: 8,251 shares; 2025Q4: 8,251 shares; 2026Q1: 8,251 shares 8,251 $388K 0.03% 0 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: 2,015 shares; 2024Q4: 2,046 shares; 2025Q1: 2,187 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 2,161 shares; 2026Q1: 2,150 shares 2,150 $387K 0.03% -11 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,941 shares; 2024Q4: 54,841 shares; 2025Q1: 46,620 shares; 2025Q2: 36,620 shares; 2025Q3: 33,087 shares; 2025Q4: 31,797 shares; 2026Q1: 31,797 shares 31,797 $383K 0.03% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,749 shares; 2025Q3: 6,410 shares; 2025Q4: 6,410 shares; 2026Q1: 6,410 shares 6,410 $382K 0.03% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,024 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $382K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 987 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $380K 0.03% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,944 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 6,244 shares; 2025Q3: 5,919 shares; 2025Q4: 5,619 shares; 2026Q1: 5,719 shares 5,719 $372K 0.03% +100 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,195 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares 2,563 $371K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,686 shares; 2025Q1: 3,676 shares; 2025Q2: 3,657 shares; 2025Q3: 3,657 shares; 2025Q4: 4,067 shares; 2026Q1: 4,067 shares 4,067 $368K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 5,473 shares; 2025Q1: 6,333 shares; 2025Q2: 5,766 shares; 2025Q3: 5,466 shares; 2025Q4: 4,927 shares; 2026Q1: 4,846 shares 4,846 $364K 0.03% -81 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,315 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,205 shares; 2025Q4: 3,205 shares; 2026Q1: 3,205 shares 3,205 $363K 0.03% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 5,070 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares; 2026Q1: 5,070 shares 5,070 $360K 0.03% 0 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: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 3,267 shares; 2025Q2: 3,127 shares; 2025Q3: 2,928 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310 $353K 0.03% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares 1,290 $351K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,508 shares; 2024Q4: 6,500 shares; 2025Q1: 6,645 shares; 2025Q2: 6,645 shares; 2025Q3: 6,645 shares; 2025Q4: 6,477 shares; 2026Q1: 6,477 shares 6,477 $351K 0.03% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 9,906 shares; 2025Q1: 12,957 shares; 2025Q2: 12,147 shares; 2025Q3: 11,999 shares; 2025Q4: 4,267 shares; 2026Q1: 2,938 shares 2,938 $347K 0.03% -1,329 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,188 shares; 2025Q1: 1,212 shares; 2025Q2: 1,201 shares; 2025Q3: 1,227 shares; 2025Q4: 1,281 shares; 2026Q1: 1,348 shares 1,348 $347K 0.03% +67 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 7,089 shares; 2025Q3: 7,089 shares; 2025Q4: 7,089 shares; 2026Q1: 7,089 shares 7,089 $344K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 4,125 shares; 2025Q3: 4,125 shares; 2025Q4: 4,125 shares; 2026Q1: 4,160 shares 4,160 $340K 0.03% +35 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,186 shares; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 1,316 shares; 2025Q4: 1,146 shares; 2026Q1: 1,161 shares 1,161 $339K 0.03% +15 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: 6,888 shares; 2024Q4: 5,310 shares; 2025Q1: 6,749 shares; 2025Q2: 6,822 shares; 2025Q3: 7,228 shares; 2025Q4: 6,826 shares; 2026Q1: 7,283 shares 7,283 $335K 0.03% +457 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: 2,048 shares; 2024Q4: 1,848 shares; 2025Q1: 2,098 shares; 2025Q2: 1,748 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,598 shares 1,598 $332K 0.03% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,680 shares; 2025Q1: 1,944 shares; 2025Q2: 1,998 shares; 2025Q3: 1,935 shares; 2025Q4: 2,458 shares; 2026Q1: 1,522 shares 1,522 $330K 0.03% -936 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 917 shares; 2026Q1: 917 shares 917 $329K 0.03% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $318K 0.03% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,609 shares; 2026Q1: 5,553 shares 5,553 $316K 0.03% -56 Timeline PFM 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: 6,148 shares; 2024Q4: 6,148 shares; 2025Q1: 6,148 shares; 2025Q2: 6,148 shares; 2025Q3: 6,148 shares; 2025Q4: 6,148 shares; 2026Q1: 6,148 shares 6,148 $314K 0.03% 0 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: 6,342 shares; 2024Q4: 6,342 shares; 2025Q1: 6,218 shares; 2025Q2: 6,218 shares; 2025Q3: 6,218 shares; 2025Q4: 6,218 shares; 2026Q1: 6,218 shares 6,218 $314K 0.03% 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: 3,722 shares; 2024Q4: 3,689 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 3,740 shares; 2026Q1: 3,740 shares 3,740 $313K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $305K 0.03% 0 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: 3,304 shares; 2024Q4: 3,008 shares; 2025Q1: 3,302 shares; 2025Q2: 2,544 shares; 2025Q3: 2,544 shares; 2025Q4: 2,544 shares; 2026Q1: 2,655 shares 2,655 $301K 0.03% +111 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,538 shares; 2025Q1: 3,690 shares; 2025Q2: 3,844 shares; 2025Q3: 3,844 shares; 2025Q4: 3,764 shares; 2026Q1: 3,764 shares 3,764 $299K 0.03% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 9,645 shares; 2025Q1: 9,645 shares; 2025Q2: 9,645 shares; 2025Q3: 9,645 shares; 2025Q4: 9,645 shares; 2026Q1: 9,645 shares 9,645 $299K 0.03% 0 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: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 1,769 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares 1,743 $295K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,197 shares; 2025Q1: 2,197 shares; 2025Q2: 2,197 shares; 2025Q3: 2,197 shares; 2025Q4: 1,995 shares; 2026Q1: 1,974 shares 1,974 $288K 0.03% -21 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: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,189 shares; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares 2,189 $287K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 6,830 shares; 2026Q1: 7,550 shares 7,550 $286K 0.03% +720 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares 1,940 $278K 0.02% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares 3,850 $275K 0.02% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 559 shares; 2025Q1: 545 shares; 2025Q2: 640 shares; 2025Q3: 739 shares; 2025Q4: 936 shares; 2026Q1: 645 shares 645 $274K 0.02% -291 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,142 shares; 2025Q1: 3,686 shares; 2025Q2: 3,377 shares; 2025Q3: 5,325 shares; 2025Q4: 8,684 shares; 2026Q1: 5,150 shares 5,150 $272K 0.02% -3,534 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,327 shares 4,327 $272K 0.02% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,598 shares; 2025Q1: 1,503 shares; 2025Q2: 1,493 shares; 2025Q3: 1,472 shares; 2025Q4: 1,509 shares; 2026Q1: 1,472 shares 1,472 $271K 0.02% -37 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,130 shares; 2025Q3: 5,130 shares; 2025Q4: 5,130 shares; 2026Q1: 5,130 shares 5,130 $271K 0.02% 0 Timeline SPBO 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: 9,303 shares; 2025Q1: 9,303 shares; 2025Q2: 9,303 shares; 2025Q3: 9,303 shares; 2025Q4: 9,303 shares; 2026Q1: 9,303 shares 9,303 $270K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,195 shares; 2025Q4: 3,446 shares; 2026Q1: 3,718 shares 3,718 $267K 0.02% +272 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: 669 shares; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares 669 $265K 0.02% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $262K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,279 shares; 2025Q1: 3,441 shares; 2025Q2: 3,250 shares; 2025Q3: 4,050 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares 5,650 $259K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,586 shares 1,586 $257K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 2,744 shares; 2025Q1: 3,055 shares; 2025Q2: 3,555 shares; 2025Q3: 3,455 shares; 2025Q4: 2,841 shares; 2026Q1: 2,841 shares 2,841 $255K 0.02% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $251K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,175 shares; 2024Q4: 25,175 shares; 2025Q1: 25,175 shares; 2025Q2: 25,175 shares; 2025Q3: 24,400 shares; 2025Q4: 24,400 shares; 2026Q1: 24,400 shares 24,400 $251K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,657 shares 1,657 $250K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 7,859 shares; 2025Q1: 5,359 shares; 2025Q2: 5,359 shares; 2025Q3: 5,359 shares; 2025Q4: 5,359 shares; 2026Q1: 5,359 shares 5,359 $249K 0.02% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 5,408 shares; 2025Q1: 5,856 shares; 2025Q2: 5,918 shares; 2025Q3: 3,292 shares; 2025Q4: 2,096 shares; 2026Q1: 1,519 shares 1,519 $248K 0.02% -577 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 4,208 shares; 2025Q1: 4,270 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares; 2026Q1: 4,445 shares 4,445 $248K 0.02% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,961 shares 2,961 $248K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,970 shares; 2026Q1: 6,970 shares 6,970 $247K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,755 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares 1,688 $247K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 8,025 shares; 2025Q1: 8,737 shares; 2025Q2: 6,927 shares; 2025Q3: 7,024 shares; 2025Q4: 5,924 shares; 2026Q1: 5,924 shares 5,924 $242K 0.02% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $240K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 750 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 1,023 shares 1,023 $237K 0.02% +43 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 633 shares; 2025Q4: 1,392 shares; 2026Q1: 1,580 shares 1,580 $237K 0.02% +188 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 10,689 shares; 2025Q1: 10,689 shares; 2025Q2: 10,689 shares; 2025Q3: 10,689 shares; 2025Q4: 10,689 shares; 2026Q1: 10,689 shares 10,689 $236K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,421 shares; 2025Q3: 1,427 shares; 2025Q4: 1,435 shares; 2026Q1: 1,457 shares 1,457 $236K 0.02% +22 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,812 shares; 2024Q4: 14,858 shares; 2025Q1: 14,858 shares; 2025Q2: 14,858 shares; 2025Q3: 13,358 shares; 2025Q4: 9,362 shares; 2026Q1: 9,362 shares 9,362 $232K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,693 shares; 2025Q1: 1,468 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares; 2026Q1: 1,368 shares 1,368 $231K 0.02% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $230K 0.02% 0 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: 145 shares; 2024Q4: 145 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $230K 0.02% 0 Timeline SPHD 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: 4,553 shares; 2024Q4: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 4,553 shares; 2026Q1: 4,553 shares 4,553 $226K 0.02% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,606 shares; 2025Q1: 3,606 shares; 2025Q2: 3,606 shares; 2025Q3: 3,606 shares; 2025Q4: 3,606 shares; 2026Q1: 3,606 shares 3,606 $225K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares 3,146 $224K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,081 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,210 shares 3,210 $219K 0.02% +129 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares 1,263 $218K 0.02% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,517 shares; 2024Q4: 19,517 shares; 2025Q1: 19,517 shares; 2025Q2: 19,517 shares; 2025Q3: 19,517 shares; 2025Q4: 19,517 shares; 2026Q1: 19,517 shares 19,517 $214K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares 1,906 $214K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,199 shares; 2025Q1: 2,944 shares; 2025Q2: 3,933 shares; 2025Q3: 4,033 shares; 2025Q4: 2,833 shares; 2026Q1: 2,774 shares 2,774 $214K 0.02% -59 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $203K 0.02% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 5,058 shares; 2025Q1: 4,089 shares; 2025Q2: 2,491 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,944 shares 5,944 $199K 0.02% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,546 shares; 2025Q1: 4,546 shares; 2025Q2: 5,546 shares; 2025Q3: 5,546 shares; 2025Q4: 5,546 shares; 2026Q1: 5,546 shares 5,546 $198K 0.02% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,480 shares; 2025Q1: 5,480 shares; 2025Q2: 5,480 shares; 2025Q3: 5,480 shares; 2025Q4: 5,480 shares; 2026Q1: 5,480 shares 5,480 $197K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 2,066 shares; 2025Q3: 1,970 shares; 2025Q4: 1,970 shares; 2026Q1: 1,970 shares 1,970 $191K 0.02% 0 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: 1,576 shares; 2024Q4: 1,592 shares; 2025Q1: 2,479 shares; 2025Q2: 2,479 shares; 2025Q3: 2,529 shares; 2025Q4: 2,179 shares; 2026Q1: 2,129 shares 2,129 $188K 0.02% -50 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: 259 shares; 2024Q4: 314 shares; 2025Q1: 440 shares; 2025Q2: 492 shares; 2025Q3: 535 shares; 2025Q4: 3,004 shares; 2026Q1: 1,788 shares 1,788 $187K 0.02% -1,216 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 1,802 shares; 2026Q1: 1,708 shares 1,708 $186K 0.02% -94 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 958 shares; 2026Q1: 933 shares 933 $186K 0.02% -25 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: 432 shares; 2024Q4: 1,335 shares; 2025Q1: 1,528 shares; 2025Q2: 1,816 shares; 2025Q3: 1,243 shares; 2025Q4: 686 shares; 2026Q1: 669 shares 669 $184K 0.02% -17 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 2,591 shares; 2025Q1: 2,694 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 2,759 shares; 2026Q1: 2,562 shares 2,562 $181K 0.02% -197 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares 1,248 $181K 0.02% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares 2,280 $180K 0.02% 0 Timeline TDTT 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: 4,174 shares; 2024Q4: 4,437 shares; 2025Q1: 14,774 shares; 2025Q2: 4,174 shares; 2025Q3: 4,174 shares; 2025Q4: 5,942 shares; 2026Q1: 7,433 shares 7,433 $180K 0.02% +1,491 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,416 shares; 2025Q1: 4,154 shares; 2025Q2: 2,954 shares; 2025Q3: 2,760 shares; 2025Q4: 2,410 shares; 2026Q1: 1,977 shares 1,977 $178K 0.02% -433 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: 373 shares; 2024Q4: 323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $178K 0.02% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares 892 $177K 0.02% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 1,350 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares 1,587 $176K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,267 shares; 2024Q4: 4,267 shares; 2025Q1: 4,267 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares; 2026Q1: 11,241 shares 11,241 $176K 0.02% +6,974 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: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 2,120 shares; 2026Q1: 2,120 shares 2,120 $173K 0.02% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,901 shares; 2026Q1: 1,901 shares 1,901 $173K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 1,971 shares; 2025Q1: 1,936 shares; 2025Q2: 1,921 shares; 2025Q3: 1,664 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares 1,414 $171K 0.02% 0 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: 991 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 849 shares; 2025Q4: 848 shares; 2026Q1: 704 shares 704 $169K 0.02% -144 Timeline IYH 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: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares 2,720 $168K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,242 shares; 2024Q4: 13,242 shares; 2025Q1: 13,242 shares; 2025Q2: 8,242 shares; 2025Q3: 8,242 shares; 2025Q4: 7,702 shares; 2026Q1: 6,835 shares 6,835 $167K 0.01% -867 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,944 shares; 2025Q1: 2,104 shares; 2025Q2: 1,969 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares; 2026Q1: 1,917 shares 1,917 $166K 0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,760 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares; 2025Q4: 1,698 shares; 2026Q1: 1,698 shares 1,698 $161K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 2,350 shares; 2025Q2: 864 shares; 2025Q3: 2,731 shares; 2025Q4: 2,731 shares; 2026Q1: 2,731 shares 2,731 $160K 0.01% 0 Timeline RFG 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $156K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares 1,142 $154K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 825 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $154K 0.01% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $154K 0.01% 0 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: 1,119 shares; 2024Q4: 898 shares; 2025Q1: 1,144 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares 1,093 $152K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 17,756 shares; 2025Q1: 14,486 shares; 2025Q2: 4,329 shares; 2025Q3: 5,517 shares; 2025Q4: 5,289 shares; 2026Q1: 5,289 shares 5,289 $152K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 440 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 498 shares; 2025Q4: 743 shares; 2026Q1: 700 shares 700 $148K 0.01% -43 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,344 shares; 2025Q4: 1,344 shares; 2026Q1: 1,344 shares 1,344 $146K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $145K 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 5,455 shares; 2025Q1: 5,455 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares; 2025Q4: 5,455 shares; 2026Q1: 5,455 shares 5,455 $144K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 30 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $142K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 1,938 shares; 2025Q1: 2,242 shares; 2025Q2: 2,472 shares; 2025Q3: 2,275 shares; 2025Q4: 1,611 shares; 2026Q1: 1,735 shares 1,735 $142K 0.01% +124 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $138K 0.01% 0 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,132 shares; 2024Q4: 5,132 shares; 2025Q1: 5,132 shares; 2025Q2: 5,132 shares; 2025Q3: 5,132 shares; 2025Q4: 5,132 shares; 2026Q1: 5,132 shares 5,132 $138K 0.01% 0 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: 735 shares; 2024Q4: 735 shares; 2025Q1: 853 shares; 2025Q2: 735 shares; 2025Q3: 1,817 shares; 2025Q4: 1,014 shares; 2026Q1: 1,045 shares 1,045 $138K 0.01% +31 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: 749 shares; 2024Q4: 649 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 1,313 shares; 2025Q4: 1,099 shares; 2026Q1: 1,135 shares 1,135 $135K 0.01% +36 Timeline GNR 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 3,601 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $134K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 783 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: 733 shares 733 $133K 0.01% 0 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: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 2,206 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares 2,206 $130K 0.01% 0 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: 1,547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares 1,547 $129K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares 1,194 $129K 0.01% 0 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: 2,419 shares; 2024Q4: 2,065 shares; 2025Q1: 1,870 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares; 2026Q1: 1,851 shares 1,851 $129K 0.01% +195 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,254 shares; 2025Q1: 5,410 shares; 2025Q2: 5,936 shares; 2025Q3: 6,770 shares; 2025Q4: 6,994 shares; 2026Q1: 6,706 shares 6,706 $129K 0.01% -288 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares 1,870 $129K 0.01% new 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: 4,795 shares; 2024Q4: 4,243 shares; 2025Q1: 3,300 shares; 2025Q2: 3,440 shares; 2025Q3: 3,212 shares; 2025Q4: 2,790 shares; 2026Q1: 2,649 shares 2,649 $128K 0.01% -141 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,611 shares; 2025Q1: 3,499 shares; 2025Q2: 3,499 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares; 2026Q1: 3,030 shares 3,030 $126K 0.01% -416 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,150 shares 2,150 $122K 0.01% new 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: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 441 shares; 2026Q1: 406 shares 406 $121K 0.01% -35 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $121K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares 990 $120K 0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 2,534 shares; 2025Q2: 2,349 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,210 shares 2,210 $120K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,207 shares; 2025Q1: 3,557 shares; 2025Q2: 3,557 shares; 2025Q3: 3,257 shares; 2025Q4: 3,257 shares; 2026Q1: 3,207 shares 3,207 $119K 0.01% -50 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,550 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $119K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,507 shares; 2024Q4: 32,203 shares; 2025Q1: 39,209 shares; 2025Q2: 41,692 shares; 2025Q3: 41,156 shares; 2025Q4: 30,186 shares; 2026Q1: 3,696 shares 3,696 $118K 0.01% -26,490 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $118K 0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 600 shares 600 $117K 0.01% -120 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $115K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $112K 0.01% 0 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: 2,668 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,123 shares; 2025Q3: 3,139 shares; 2025Q4: 2,883 shares; 2026Q1: 2,883 shares 2,883 $112K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 1,605 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,555 shares 1,555 $112K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 305 shares; 2026Q1: 285 shares 285 $111K 0.01% -20 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: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $108K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621 $108K 0.01% 0 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: 1,820 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,523 shares; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares 3,677 $107K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $106K 0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,200 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $104K 0.01% 0 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: 2,214 shares; 2024Q4: 2,214 shares; 2025Q1: 2,457 shares; 2025Q2: 3,457 shares; 2025Q3: 3,345 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares 1,688 $103K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,549 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares 1,249 $103K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,095 shares 1,095 $102K 0.01% -500 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: 3,178 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $97.8K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,901 shares; 2024Q4: 7,901 shares; 2025Q1: 4,229 shares; 2025Q2: 4,229 shares; 2025Q3: 4,229 shares; 2025Q4: 4,229 shares; 2026Q1: 4,229 shares 4,229 $96.9K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,509 shares; 2026Q1: 2,509 shares 2,509 $96.4K 0.01% 0 Timeline FLRN 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: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 3,060 shares 3,060 $94.2K 0.01% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,245 shares 8,245 $93K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,168 shares; 2026Q1: 1,214 shares 1,214 $92.5K 0.01% -1,954 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING 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: 522 shares; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $92.3K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 436 shares 436 $92.1K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 3,457 shares; 2025Q1: 3,257 shares; 2025Q2: 3,257 shares; 2025Q3: 2,857 shares; 2025Q4: 2,724 shares; 2026Q1: 1,763 shares 1,763 $91.7K 0.01% -961 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,548 shares; 2025Q1: 2,548 shares; 2025Q2: 2,548 shares; 2025Q3: 2,548 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares 2,398 $91.6K 0.01% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares 1,754 $91.5K 0.01% 0 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $90.4K 0.01% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $89.8K 0.01% 0 Timeline PEY 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: 4,280 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares; 2026Q1: 4,130 shares 4,130 $88.5K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460 $87.6K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $86.8K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $86.5K 0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $84.7K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $84.6K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares 1,087 $84.3K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $84.3K 0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,015 shares; 2024Q4: 5,646 shares; 2025Q1: 5,646 shares; 2025Q2: 4,146 shares; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares; 2026Q1: 3,470 shares 3,470 $84.3K 0.01% 0 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 731 shares; 2025Q1: 583 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 544 shares 544 $84.1K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $82.9K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 320 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $82K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares 1,126 $82K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares 265 $78.9K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares 1,632 $78.3K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 274 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 274 shares 274 $77.8K 0.01% +17 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $77.5K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357 $77.5K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 2,188 shares; 2026Q1: 2,296 shares 2,296 $77K 0.01% +108 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: 2,670 shares; 2024Q4: not reported; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $76.5K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 792 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 1,341 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares 2,070 $76.3K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $75.1K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: 725 shares; 2026Q1: 725 shares 725 $74.1K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 4,878 shares; 2025Q1: 4,878 shares; 2025Q2: 4,878 shares; 2025Q3: 4,878 shares; 2025Q4: 6,473 shares; 2026Q1: 6,473 shares 6,473 $72.7K 0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares 1,113 $72.6K 0.01% 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: 2,922 shares; 2024Q4: 5,844 shares; 2025Q1: 5,844 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 2,922 shares; 2026Q1: 2,922 shares 2,922 $72.3K 0.01% 0 Timeline NFRA 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: not reported; 2024Q4: 81 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: 113 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares 1,126 $72K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 346 shares 346 $72K 0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly 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: 1,020 shares 1,020 $71.9K 0.01% new Timeline ACLC 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: 974 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 974 shares 974 $71.8K 0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $71.7K 0.01% 0 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: 610 shares; 2024Q4: 610 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $71.4K 0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares 3,009 $71.1K 0.01% 0 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: 568 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 884 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518 $70.5K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $70.4K 0.01% 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: 668 shares; 2024Q4: 662 shares; 2025Q1: 654 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 383 shares; 2026Q1: 383 shares 383 $70.2K 0.01% 0 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares 1,301 $68.2K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares 2,235 $68.2K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $66.8K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 755 shares; 2025Q1: 840 shares; 2025Q2: 690 shares; 2025Q3: 670 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $65.8K 0.01% 0 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $64.6K 0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 641 shares; 2026Q1: 641 shares 641 $64.2K 0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,401 shares; 2026Q1: 1,359 shares 1,359 $63.9K 0.01% -42 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: 782 shares; 2024Q4: 164 shares; 2025Q1: 181 shares; 2025Q2: 254 shares; 2025Q3: 284 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $63.2K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 763 shares; 2025Q1: 761 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 775 shares 775 $62.4K 0.01% +25 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $61.8K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $60.2K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 2,835 shares; 2025Q1: 2,613 shares; 2025Q2: 2,190 shares; 2025Q3: 1,983 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $60.2K 0.01% 0 Timeline ESG 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: 395 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $59.9K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $59.9K 0.01% 0 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: 750 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 400 shares; 2025Q4: 520 shares; 2026Q1: 400 shares 400 $58.5K 0.01% -120 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,749 shares; 2024Q4: 6,749 shares; 2025Q1: 6,749 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 6,749 shares; 2026Q1: 6,749 shares 6,749 $58.4K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,117 shares; 2025Q1: 732 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687 $58.3K 0.01% 0 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares 1,304 $57.5K 0.01% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621 $57.5K 0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,153 shares 1,153 $57K 0.01% -97 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: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $56.5K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $56.3K 0.01% 0 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $55.8K <0.01% 0 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares; 2025Q3: 1,829 shares; 2025Q4: 1,829 shares; 2026Q1: 1,829 shares 1,829 $55.4K <0.01% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,163 shares; 2025Q1: 1,053 shares; 2025Q2: 1,238 shares; 2025Q3: 1,270 shares; 2025Q4: 956 shares; 2026Q1: 993 shares 993 $55.2K <0.01% +37 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $55.2K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY 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: 295 shares; 2026Q1: 295 shares 295 $54.5K <0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $54.1K <0.01% 0 Timeline BCV BANCROFT FD LTD More: the full row for BANCROFT FD 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: 2,479 shares; 2026Q1: 2,479 shares 2,479 $53.4K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $53.2K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $52K <0.01% 0 IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,452 shares; 2025Q1: 3,452 shares; 2025Q2: 3,452 shares; 2025Q3: 3,452 shares; 2025Q4: 3,452 shares; 2026Q1: 3,452 shares 3,452 $51.4K <0.01% 0 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,733 shares; 2025Q2: 1,733 shares; 2025Q3: 1,733 shares; 2025Q4: 1,733 shares; 2026Q1: 633 shares 633 $51.2K <0.01% -1,100 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $50.9K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 560 shares; 2026Q1: 545 shares 545 $50.9K <0.01% -15 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 1,525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $50.6K <0.01% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $50.3K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 764 shares; 2025Q3: 701 shares; 2025Q4: 513 shares; 2026Q1: 662 shares 662 $49.9K <0.01% +149 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares; 2026Q1: 2,205 shares 2,205 $49.2K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $49.2K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $48.4K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $48.1K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $48K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 1,000 shares; 2025Q1: 1,030 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,050 shares 1,050 $47.6K <0.01% +50 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 572 shares 572 $47.3K <0.01% +269 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares 647 $47K <0.01% 0 Timeline