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: 555,954 shares; 2024Q4: 564,660 shares; 2025Q1: 518,410 shares; 2025Q2: 398,740 shares; 2025Q3: 399,103 shares; 2025Q4: 374,951 shares; 2026Q1: 374,203 shares 374,203 $73.1M 9.9% -748 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,656 shares; 2024Q4: 123,577 shares; 2025Q1: 127,895 shares; 2025Q2: 131,262 shares; 2025Q3: 129,333 shares; 2025Q4: 128,053 shares; 2026Q1: 128,014 shares 128,014 $32.5M 4.4% -39 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,542 shares; 2024Q4: 13,341 shares; 2025Q1: 19,295 shares; 2025Q2: 9,246 shares; 2025Q3: 14,328 shares; 2025Q4: 12,143 shares; 2026Q1: 54,306 shares 54,306 $31.3M 4.24% +42,163 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: 46,082 shares; 2024Q4: 46,572 shares; 2025Q1: 51,129 shares; 2025Q2: 52,696 shares; 2025Q3: 52,386 shares; 2025Q4: 53,899 shares; 2026Q1: 59,006 shares 59,006 $21.8M 2.96% +5,107 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: 153,864 shares; 2024Q4: 145,178 shares; 2025Q1: 173,026 shares; 2025Q2: 174,338 shares; 2025Q3: 175,500 shares; 2025Q4: 182,884 shares; 2026Q1: 195,567 shares 195,567 $21.3M 2.89% +12,683 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,375 shares; 2025Q3: 13,655 shares; 2025Q4: 19,649 shares; 2026Q1: 815,158 shares 815,158 $20.9M 2.83% +795,509 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,089 shares; 2024Q4: 118,222 shares; 2025Q1: 130,695 shares; 2025Q2: 129,881 shares; 2025Q3: 132,622 shares; 2025Q4: 138,540 shares; 2026Q1: 145,178 shares 145,178 $17.2M 2.33% +6,638 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: 64,924 shares; 2024Q4: 62,672 shares; 2025Q1: 59,422 shares; 2025Q2: 59,350 shares; 2025Q3: 58,172 shares; 2025Q4: 55,064 shares; 2026Q1: 54,800 shares 54,800 $17M 2.3% -264 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: 109,635 shares; 2024Q4: 104,945 shares; 2025Q1: 100,436 shares; 2025Q2: 98,584 shares; 2025Q3: 97,111 shares; 2025Q4: 98,495 shares; 2026Q1: 99,992 shares 99,992 $16.5M 2.24% +1,497 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,208 shares; 2024Q4: 314,828 shares; 2025Q1: 354,758 shares; 2025Q2: 356,460 shares; 2025Q3: 364,254 shares; 2025Q4: 381,783 shares; 2026Q1: 409,472 shares 409,472 $16.3M 2.2% +27,689 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: 52,014 shares; 2024Q4: 51,559 shares; 2025Q1: 52,077 shares; 2025Q2: 55,922 shares; 2025Q3: 53,797 shares; 2025Q4: 49,708 shares; 2026Q1: 50,501 shares 50,501 $14.5M 1.97% +793 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: 26,520 shares; 2024Q4: 26,490 shares; 2025Q1: 26,939 shares; 2025Q2: 27,691 shares; 2025Q3: 28,108 shares; 2025Q4: 28,430 shares; 2026Q1: 29,488 shares 29,488 $14.1M 1.91% +1,058 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: 82,431 shares; 2024Q4: 80,987 shares; 2025Q1: 79,474 shares; 2025Q2: 83,631 shares; 2025Q3: 81,496 shares; 2025Q4: 80,781 shares; 2026Q1: 79,990 shares 79,990 $14M 1.89% -791 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: 122,609 shares; 2024Q4: 117,987 shares; 2025Q1: 110,808 shares; 2025Q2: 113,156 shares; 2025Q3: 113,553 shares; 2025Q4: 113,604 shares; 2026Q1: 112,063 shares 112,063 $13.9M 1.89% -1,541 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: 45,924 shares; 2024Q4: 44,717 shares; 2025Q1: 43,992 shares; 2025Q2: 45,573 shares; 2025Q3: 45,555 shares; 2025Q4: 45,391 shares; 2026Q1: 46,502 shares 46,502 $13.7M 1.85% +1,111 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: 284,783 shares; 2024Q4: 285,368 shares; 2025Q1: 275,273 shares; 2025Q2: 230,983 shares; 2025Q3: 211,286 shares; 2025Q4: 197,565 shares; 2026Q1: 199,001 shares 199,001 $13.1M 1.78% +1,436 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: 25,735 shares; 2024Q4: 22,952 shares; 2025Q1: 25,664 shares; 2025Q2: 24,768 shares; 2025Q3: 24,051 shares; 2025Q4: 21,464 shares; 2026Q1: 18,703 shares 18,703 $12.2M 1.65% -2,761 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: 105,716 shares; 2024Q4: 92,724 shares; 2025Q1: 85,364 shares; 2025Q2: 89,271 shares; 2025Q3: 87,220 shares; 2025Q4: 89,753 shares; 2026Q1: 105,645 shares 105,645 $12.1M 1.64% +15,892 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: 47,355 shares; 2024Q4: 41,939 shares; 2025Q1: 47,950 shares; 2025Q2: 49,733 shares; 2025Q3: 50,277 shares; 2025Q4: 49,613 shares; 2026Q1: 47,152 shares 47,152 $11.5M 1.56% -2,461 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: 59,623 shares; 2024Q4: 59,588 shares; 2025Q1: 61,974 shares; 2025Q2: 66,249 shares; 2025Q3: 66,775 shares; 2025Q4: 68,002 shares; 2026Q1: 65,662 shares 65,662 $11.1M 1.51% -2,340 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: 39,427 shares; 2024Q4: 39,928 shares; 2025Q1: 39,069 shares; 2025Q2: 43,714 shares; 2025Q3: 44,184 shares; 2025Q4: 45,551 shares; 2026Q1: 47,465 shares 47,465 $9.89M 1.34% +1,914 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: 6,209 shares; 2024Q4: 6,823 shares; 2025Q1: 7,093 shares; 2025Q2: 7,857 shares; 2025Q3: 8,097 shares; 2025Q4: 7,388 shares; 2026Q1: 7,314 shares 7,314 $9.66M 1.31% -74 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,352 shares; 2024Q4: 36,993 shares; 2025Q1: 36,478 shares; 2025Q2: 37,568 shares; 2025Q3: 37,457 shares; 2025Q4: 37,634 shares; 2026Q1: 37,361 shares 37,361 $8.72M 1.18% -273 Timeline STIP 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: 82,970 shares 82,970 $8.58M 1.16% new 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: not reported; 2024Q4: not reported; 2025Q1: 43,128 shares; 2025Q2: 49,030 shares; 2025Q3: 50,446 shares; 2025Q4: 52,299 shares; 2026Q1: 65,302 shares 65,302 $8.41M 1.14% +13,003 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: not reported; 2024Q4: not reported; 2025Q1: 239,325 shares; 2025Q2: 246,038 shares; 2025Q3: 255,492 shares; 2025Q4: 245,000 shares; 2026Q1: 285,451 shares 285,451 $8.28M 1.12% +40,451 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,269 shares; 2025Q2: 21,628 shares; 2025Q3: 22,352 shares; 2025Q4: 22,965 shares; 2026Q1: 23,257 shares 23,257 $8.18M 1.11% +292 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: 15,430 shares; 2024Q4: 15,477 shares; 2025Q1: 13,600 shares; 2025Q2: 13,532 shares; 2025Q3: 13,488 shares; 2025Q4: 13,474 shares; 2026Q1: 13,217 shares 13,217 $7.9M 1.07% -257 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: 110,893 shares; 2024Q4: 85,875 shares; 2025Q1: 110,250 shares; 2025Q2: 114,516 shares; 2025Q3: 117,999 shares; 2025Q4: 122,411 shares; 2026Q1: 125,144 shares 125,144 $7.66M 1.04% +2,733 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: 70,855 shares; 2024Q4: 6,580 shares; 2025Q1: 2,138 shares; 2025Q2: 2,144 shares; 2025Q3: 2,021 shares; 2025Q4: 2,027 shares; 2026Q1: 56,520 shares 56,520 $7.4M 1% +54,493 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: 1,750 shares; 2024Q4: 1,761 shares; 2025Q1: 1,728 shares; 2025Q2: 1,698 shares; 2025Q3: 6,785 shares; 2025Q4: 7,666 shares; 2026Q1: 7,886 shares 7,886 $7.25M 0.98% +220 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,290 shares; 2024Q4: 64,390 shares; 2025Q1: 63,872 shares; 2025Q2: 65,332 shares; 2025Q3: 65,939 shares; 2025Q4: 65,538 shares; 2026Q1: 67,914 shares 67,914 $7.14M 0.97% +2,376 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,676 shares 66,676 $7.13M 0.96% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,022 shares; 2024Q4: 115,011 shares; 2025Q1: 128,047 shares; 2025Q2: 133,558 shares; 2025Q3: 134,587 shares; 2025Q4: 183,298 shares; 2026Q1: 175,691 shares 175,691 $7.05M 0.95% -7,607 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: 22,163 shares; 2024Q4: 43,718 shares; 2025Q1: 39,812 shares; 2025Q2: 41,901 shares; 2025Q3: 42,255 shares; 2025Q4: 43,121 shares; 2026Q1: 43,810 shares 43,810 $7.02M 0.95% +689 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: 869 shares; 2024Q4: not reported; 2025Q1: 869 shares; 2025Q2: 962 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,304 shares 28,304 $6.87M 0.93% new 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: 19,788 shares; 2024Q4: 19,949 shares; 2025Q1: 20,018 shares; 2025Q2: 20,930 shares; 2025Q3: 21,018 shares; 2025Q4: 21,835 shares; 2026Q1: 22,629 shares 22,629 $6.84M 0.93% +794 Timeline WSO WATSCO INC More: the full row for WATSCO 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: 12,236 shares; 2025Q3: 7,887 shares; 2025Q4: 8,991 shares; 2026Q1: 17,970 shares 17,970 $6.54M 0.88% +8,979 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: 16,540 shares; 2024Q4: 16,404 shares; 2025Q1: 16,562 shares; 2025Q2: 17,464 shares; 2025Q3: 17,804 shares; 2025Q4: 17,166 shares; 2026Q1: 19,694 shares 19,694 $6.48M 0.88% +2,528 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: 15,360 shares; 2024Q4: 15,342 shares; 2025Q1: 15,128 shares; 2025Q2: 15,135 shares; 2025Q3: 14,894 shares; 2025Q4: 14,875 shares; 2026Q1: 14,866 shares 14,866 $6.34M 0.86% -9 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: 867 shares; 2024Q4: not reported; 2025Q1: 29,287 shares; 2025Q2: 29,866 shares; 2025Q3: 31,059 shares; 2025Q4: 18,951 shares; 2026Q1: 34,471 shares 34,471 $5.95M 0.81% +15,520 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: 120,901 shares; 2024Q4: 121,512 shares; 2025Q1: 124,056 shares; 2025Q2: 125,774 shares; 2025Q3: 124,837 shares; 2025Q4: 123,571 shares; 2026Q1: 81,937 shares 81,937 $5.53M 0.75% -41,634 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: 7,994 shares; 2024Q4: 8,183 shares; 2025Q1: 9,032 shares; 2025Q2: 9,546 shares; 2025Q3: 9,691 shares; 2025Q4: 10,232 shares; 2026Q1: 12,745 shares 12,745 $5.51M 0.75% +2,513 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: 15,127 shares; 2026Q1: 15,931 shares 15,931 $5.38M 0.73% +804 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: 3,454 shares; 2024Q4: 3,544 shares; 2025Q1: 3,499 shares; 2025Q2: 54,590 shares; 2025Q3: 54,493 shares; 2025Q4: 55,036 shares; 2026Q1: 57,882 shares 57,882 $5.34M 0.72% +2,846 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: 580 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,659 shares; 2025Q3: 7,722 shares; 2025Q4: 8,027 shares; 2026Q1: 8,534 shares 8,534 $5.02M 0.68% +507 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,251 shares; 2025Q2: 40,901 shares; 2025Q3: 41,236 shares; 2025Q4: 36,207 shares; 2026Q1: 38,098 shares 38,098 $4.78M 0.65% +1,891 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: 3,994 shares; 2024Q4: 4,065 shares; 2025Q1: 3,560 shares; 2025Q2: 3,763 shares; 2025Q3: 3,893 shares; 2025Q4: 4,065 shares; 2026Q1: 4,226 shares 4,226 $4.61M 0.62% +161 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: 8,543 shares; 2024Q4: 8,330 shares; 2025Q1: 7,536 shares; 2025Q2: 8,066 shares; 2025Q3: 8,092 shares; 2025Q4: 9,303 shares; 2026Q1: 9,861 shares 9,861 $4.55M 0.62% +558 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,385 shares; 2025Q3: 42,019 shares; 2025Q4: 45,753 shares; 2026Q1: 48,159 shares 48,159 $4.45M 0.6% +2,406 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,073 shares; 2024Q4: 7,818 shares; 2025Q1: 8,628 shares; 2025Q2: 9,385 shares; 2025Q3: 10,289 shares; 2025Q4: 11,174 shares; 2026Q1: 12,270 shares 12,270 $4.19M 0.57% +1,096 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,622 shares; 2025Q3: 4,140 shares; 2025Q4: 96,116 shares; 2026Q1: 102,914 shares 102,914 $4.16M 0.56% +6,798 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,763 shares; 2024Q4: 31,553 shares; 2025Q1: 29,437 shares; 2025Q2: 29,569 shares; 2025Q3: 29,083 shares; 2025Q4: 40,300 shares; 2026Q1: 12,864 shares 12,864 $4.09M 0.55% -27,436 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: 69,816 shares; 2024Q4: 82,551 shares; 2025Q1: 71,300 shares; 2025Q2: 73,186 shares; 2025Q3: 72,322 shares; 2025Q4: 64,497 shares; 2026Q1: 32,225 shares 32,225 $4.01M 0.54% -32,272 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,541 shares; 2024Q4: 27,598 shares; 2025Q1: 35,860 shares; 2025Q2: 37,989 shares; 2025Q3: 38,281 shares; 2025Q4: 41,026 shares; 2026Q1: 41,654 shares 41,654 $3.98M 0.54% +628 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: 455 shares; 2024Q4: 578 shares; 2025Q1: 588 shares; 2025Q2: 1,054 shares; 2025Q3: 1,091 shares; 2025Q4: 5,449 shares; 2026Q1: 6,315 shares 6,315 $3.61M 0.49% +866 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,571 shares; 2026Q1: 9,641 shares 9,641 $3.45M 0.47% +2,070 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: 20,648 shares; 2024Q4: 29,607 shares; 2025Q1: 33,882 shares; 2025Q2: 38,029 shares; 2025Q3: 39,198 shares; 2025Q4: 30,765 shares; 2026Q1: 30,958 shares 30,958 $2.96M 0.4% +193 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.39% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,920 shares; 2024Q4: 43,535 shares; 2025Q1: 42,556 shares; 2025Q2: 43,091 shares; 2025Q3: 43,332 shares; 2025Q4: 48,069 shares; 2026Q1: 42,271 shares 42,271 $2.71M 0.37% -5,798 Timeline SH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,437 shares 69,437 $2.63M 0.36% new 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: 3,759 shares; 2024Q4: 4,698 shares; 2025Q1: 3,758 shares; 2025Q2: 4,022 shares; 2025Q3: 3,899 shares; 2025Q4: 3,898 shares; 2026Q1: 3,974 shares 3,974 $2.58M 0.35% +76 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: 21,463 shares; 2024Q4: 31,913 shares; 2025Q1: 23,617 shares; 2025Q2: 36,996 shares; 2025Q3: 18,126 shares; 2025Q4: 54,549 shares; 2026Q1: 25,482 shares 25,482 $2.53M 0.34% -29,067 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: 8,146 shares; 2024Q4: 7,819 shares; 2025Q1: 7,804 shares; 2025Q2: 8,282 shares; 2025Q3: 8,317 shares; 2025Q4: 8,343 shares; 2026Q1: 8,320 shares 8,320 $2.39M 0.32% -23 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: 4,186 shares; 2024Q4: 4,089 shares; 2025Q1: 4,093 shares; 2025Q2: 4,337 shares; 2025Q3: 4,094 shares; 2025Q4: 80,063 shares; 2026Q1: 18,589 shares 18,589 $2.1M 0.28% -61,474 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: 7,822 shares; 2024Q4: 7,822 shares; 2025Q1: 7,822 shares; 2025Q2: 7,822 shares; 2025Q3: 7,822 shares; 2025Q4: 7,915 shares; 2026Q1: 7,916 shares 7,916 $2.07M 0.28% +1 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,681 shares; 2024Q4: 60,280 shares; 2025Q1: 60,363 shares; 2025Q2: 53,020 shares; 2025Q3: 53,199 shares; 2025Q4: 54,600 shares; 2026Q1: 54,223 shares 54,223 $1.94M 0.26% -377 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,918 shares; 2024Q4: 145,553 shares; 2025Q1: 169,582 shares; 2025Q2: 168,320 shares; 2025Q3: 171,351 shares; 2025Q4: 177,216 shares; 2026Q1: 38,361 shares 38,361 $1.93M 0.26% -138,855 Timeline BRNY EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,520 shares; 2024Q4: 36,520 shares; 2025Q1: 36,520 shares; 2025Q2: 36,520 shares; 2025Q3: 36,520 shares; 2025Q4: 36,520 shares; 2026Q1: 36,520 shares 36,520 $1.78M 0.24% 0 Timeline AOA 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: 36,858 shares; 2024Q4: 37,256 shares; 2025Q1: 37,096 shares; 2025Q2: 37,462 shares; 2025Q3: 36,579 shares; 2025Q4: 36,399 shares; 2026Q1: 19,093 shares 19,093 $1.69M 0.23% -17,306 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,806 shares; 2024Q4: 88,890 shares; 2025Q1: 39,916 shares; 2025Q2: 92,471 shares; 2025Q3: 92,093 shares; 2025Q4: 78,236 shares; 2026Q1: 55,826 shares 55,826 $1.68M 0.23% -22,410 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: 8,741 shares; 2024Q4: 7,685 shares; 2025Q1: 8,063 shares; 2025Q2: 8,409 shares; 2025Q3: 7,796 shares; 2025Q4: 7,964 shares; 2026Q1: 7,989 shares 7,989 $1.65M 0.22% +25 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: 7,416 shares; 2024Q4: 21,009 shares; 2025Q1: 20,009 shares; 2025Q2: 22,244 shares; 2025Q3: 21,198 shares; 2025Q4: 21,597 shares; 2026Q1: 21,702 shares 21,702 $1.65M 0.22% +105 Timeline VNQI 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: 33,663 shares; 2024Q4: 33,663 shares; 2025Q1: 37,115 shares; 2025Q2: 37,115 shares; 2025Q3: 37,055 shares; 2025Q4: 37,055 shares; 2026Q1: 37,055 shares 37,055 $1.65M 0.22% 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: 10,103 shares; 2024Q4: 16,984 shares; 2025Q1: 28,313 shares; 2025Q2: 34,840 shares; 2025Q3: 33,926 shares; 2025Q4: 32,838 shares; 2026Q1: 27,135 shares 27,135 $1.59M 0.22% -5,703 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,187 shares 76,187 $1.47M 0.2% new 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: 10,041 shares; 2024Q4: 7,924 shares; 2025Q1: 8,506 shares; 2025Q2: 8,330 shares; 2025Q3: 8,386 shares; 2025Q4: 8,009 shares; 2026Q1: 8,017 shares 8,017 $1.46M 0.2% +8 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: 7,045 shares; 2024Q4: 6,911 shares; 2025Q1: 6,891 shares; 2025Q2: 6,632 shares; 2025Q3: 6,685 shares; 2025Q4: 6,762 shares; 2026Q1: 6,957 shares 6,957 $1.45M 0.2% +195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,124 shares; 2026Q1: 45,446 shares 45,446 $1.39M 0.19% -195,678 Timeline TQQQ 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: 17,950 shares; 2024Q4: 17,950 shares; 2025Q1: 17,950 shares; 2025Q2: 17,950 shares; 2025Q3: 18,000 shares; 2025Q4: 36,042 shares; 2026Q1: 33,318 shares 33,318 $1.39M 0.19% -2,724 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: not reported; 2026Q1: 37,777 shares 37,777 $1.34M 0.18% new 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: 8,701 shares; 2024Q4: 10,294 shares; 2025Q1: 9,708 shares; 2025Q2: 9,356 shares; 2025Q3: 8,658 shares; 2025Q4: 9,394 shares; 2026Q1: 34,410 shares 34,410 $1.3M 0.18% +25,016 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: 12,201 shares; 2024Q4: 75,676 shares; 2025Q1: 114,231 shares; 2025Q2: 119,736 shares; 2025Q3: 122,643 shares; 2025Q4: 125,580 shares; 2026Q1: 20,957 shares 20,957 $1.3M 0.18% -104,623 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: 3,978 shares; 2024Q4: 4,016 shares; 2025Q1: 4,028 shares; 2025Q2: 8,328 shares; 2025Q3: 8,537 shares; 2025Q4: 8,897 shares; 2026Q1: 8,799 shares 8,799 $1.28M 0.17% -98 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,561 shares; 2025Q1: 1,536 shares; 2025Q2: 1,600 shares; 2025Q3: 1,714 shares; 2025Q4: 1,718 shares; 2026Q1: 1,808 shares 1,808 $1.28M 0.17% +90 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: 2,933 shares; 2024Q4: 5,961 shares; 2025Q1: 2,934 shares; 2025Q2: 5,105 shares; 2025Q3: 4,016 shares; 2025Q4: 4,279 shares; 2026Q1: 2,933 shares 2,933 $1.26M 0.17% -1,346 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: 740 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 2,236 shares; 2025Q3: 1,817 shares; 2025Q4: 1,925 shares; 2026Q1: 2,621 shares 2,621 $1.14M 0.15% +696 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: 19,115 shares; 2024Q4: 18,507 shares; 2025Q1: 16,907 shares; 2025Q2: 15,017 shares; 2025Q3: 14,587 shares; 2025Q4: 14,617 shares; 2026Q1: 13,754 shares 13,754 $1.07M 0.14% -863 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: 30,919 shares; 2024Q4: 29,806 shares; 2025Q1: 5,428 shares; 2025Q2: 5,579 shares; 2025Q3: 4,913 shares; 2025Q4: 4,923 shares; 2026Q1: 4,880 shares 4,880 $1.06M 0.14% -43 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,517 shares; 2025Q1: 7,840 shares; 2025Q2: not reported; 2025Q3: 2,183 shares; 2025Q4: 2,359 shares; 2026Q1: 2,618 shares 2,618 $1.04M 0.14% +259 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: 4,634 shares; 2024Q4: 4,509 shares; 2025Q1: 4,343 shares; 2025Q2: 4,283 shares; 2025Q3: 4,457 shares; 2025Q4: 4,641 shares; 2026Q1: 4,643 shares 4,643 $999K 0.14% +2 Timeline IGV 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: 4,295 shares; 2024Q4: 4,295 shares; 2025Q1: 4,295 shares; 2025Q2: 3,935 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares; 2026Q1: 12,281 shares 12,281 $983K 0.13% +8,546 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: 4,382 shares; 2024Q4: 4,382 shares; 2025Q1: 4,429 shares; 2025Q2: 4,429 shares; 2025Q3: 4,382 shares; 2025Q4: 4,382 shares; 2026Q1: 4,382 shares 4,382 $952K 0.13% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,874 shares; 2025Q4: 2,032 shares; 2026Q1: 9,225 shares 9,225 $929K 0.13% +7,193 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: 1,994 shares; 2024Q4: 2,007 shares; 2025Q1: 2,008 shares; 2025Q2: 2,086 shares; 2025Q3: 1,876 shares; 2025Q4: 1,866 shares; 2026Q1: 1,858 shares 1,858 $928K 0.13% -8 Timeline UDOW 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: 8,980 shares; 2024Q4: 8,980 shares; 2025Q1: 8,980 shares; 2025Q2: 8,980 shares; 2025Q3: 9,040 shares; 2025Q4: 18,125 shares; 2026Q1: 18,166 shares 18,166 $912K 0.12% +41 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,369 shares; 2024Q4: 36,688 shares; 2025Q1: 19,135 shares; 2025Q2: 19,397 shares; 2025Q3: 19,461 shares; 2025Q4: 19,717 shares; 2026Q1: 19,963 shares 19,963 $911K 0.12% +246 Timeline SPEM 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: 7,880 shares; 2024Q4: 8,175 shares; 2025Q1: 16,307 shares; 2025Q2: 17,378 shares; 2025Q3: 17,453 shares; 2025Q4: 18,011 shares; 2026Q1: 19,157 shares 19,157 $899K 0.12% +1,146 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,520 shares; 2024Q4: 92,442 shares; 2025Q1: 87,238 shares; 2025Q2: 92,046 shares; 2025Q3: 93,116 shares; 2025Q4: 20,471 shares; 2026Q1: 19,957 shares 19,957 $887K 0.12% -514 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: 622 shares; 2024Q4: 604 shares; 2025Q1: 649 shares; 2025Q2: 880 shares; 2025Q3: 868 shares; 2025Q4: 886 shares; 2026Q1: 880 shares 880 $877K 0.12% -6 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: 645 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 457 shares; 2026Q1: 1,167 shares 1,167 $814K 0.11% +710 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,974 shares; 2024Q4: 31,091 shares; 2025Q1: 31,247 shares; 2025Q2: 31,928 shares; 2025Q3: 32,435 shares; 2025Q4: 32,955 shares; 2026Q1: 44,753 shares 44,753 $806K 0.11% +11,798 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: 16,940 shares; 2024Q4: 17,002 shares; 2025Q1: 15,994 shares; 2025Q2: 16,092 shares; 2025Q3: 16,224 shares; 2025Q4: 17,493 shares; 2026Q1: 17,481 shares 17,481 $804K 0.11% -12 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: 4,253 shares; 2024Q4: 4,234 shares; 2025Q1: 4,221 shares; 2025Q2: 4,482 shares; 2025Q3: 4,491 shares; 2025Q4: 4,500 shares; 2026Q1: 4,036 shares 4,036 $778K 0.11% -464 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: 9,706 shares; 2024Q4: 20,806 shares; 2025Q1: 7,351 shares; 2025Q2: 7,136 shares; 2025Q3: 12,112 shares; 2025Q4: 13,260 shares; 2026Q1: 9,890 shares 9,890 $778K 0.11% -3,370 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,876 shares; 2024Q4: 89,460 shares; 2025Q1: 63,334 shares; 2025Q2: 23,084 shares; 2025Q3: 23,098 shares; 2025Q4: 23,103 shares; 2026Q1: 23,108 shares 23,108 $777K 0.11% +5 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: 1,369 shares; 2024Q4: 1,449 shares; 2025Q1: 2,530 shares; 2025Q2: 2,485 shares; 2025Q3: 2,124 shares; 2025Q4: 1,836 shares; 2026Q1: 1,906 shares 1,906 $709K 0.1% +70 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: 5,432 shares; 2024Q4: 5,432 shares; 2025Q1: 5,183 shares; 2025Q2: 5,183 shares; 2025Q3: 5,182 shares; 2025Q4: 5,182 shares; 2026Q1: 7,874 shares 7,874 $698K 0.09% +2,692 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,004 shares; 2025Q3: 2,049 shares; 2025Q4: 2,011 shares; 2026Q1: 2,138 shares 2,138 $686K 0.09% +127 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,106 shares 12,106 $652K 0.09% new 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: 3,885 shares; 2024Q4: 3,855 shares; 2025Q1: 3,504 shares; 2025Q2: 3,760 shares; 2025Q3: 3,932 shares; 2025Q4: 3,009 shares; 2026Q1: 6,150 shares 6,150 $643K 0.09% +3,141 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: 7,859 shares; 2024Q4: 4,094 shares; 2025Q1: 4,175 shares; 2025Q2: 4,572 shares; 2025Q3: 4,062 shares; 2025Q4: 4,038 shares; 2026Q1: 4,389 shares 4,389 $642K 0.09% +351 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,494 shares; 2025Q1: 2,266 shares; 2025Q2: 2,265 shares; 2025Q3: 2,197 shares; 2025Q4: 2,196 shares; 2026Q1: 2,200 shares 2,200 $632K 0.09% +4 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,940 shares; 2025Q1: 8,883 shares; 2025Q2: 8,754 shares; 2025Q3: 8,599 shares; 2025Q4: 8,957 shares; 2026Q1: 8,198 shares 8,198 $616K 0.08% -759 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: 1,701 shares; 2024Q4: 1,706 shares; 2025Q1: 2,119 shares; 2025Q2: 2,472 shares; 2025Q3: 2,475 shares; 2025Q4: 2,477 shares; 2026Q1: 2,478 shares 2,478 $614K 0.08% +1 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,103 shares; 2025Q3: 2,120 shares; 2025Q4: 4,234 shares; 2026Q1: 4,534 shares 4,534 $603K 0.08% +300 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,729 shares; 2025Q2: 2,836 shares; 2025Q3: 2,807 shares; 2025Q4: 4,592 shares; 2026Q1: 6,182 shares 6,182 $594K 0.08% +1,590 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: 13,018 shares; 2024Q4: 14,079 shares; 2025Q1: 14,100 shares; 2025Q2: 14,133 shares; 2025Q3: 14,165 shares; 2025Q4: 14,194 shares; 2026Q1: 14,224 shares 14,224 $584K 0.08% +30 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,454 shares; 2025Q2: 5,615 shares; 2025Q3: 5,310 shares; 2025Q4: 5,332 shares; 2026Q1: 5,248 shares 5,248 $576K 0.08% -84 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: 7,491 shares; 2024Q4: 7,505 shares; 2025Q1: 7,520 shares; 2025Q2: 7,539 shares; 2025Q3: 7,605 shares; 2025Q4: 7,566 shares; 2026Q1: 7,581 shares 7,581 $565K 0.08% +15 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: 9,354 shares; 2024Q4: 9,413 shares; 2025Q1: 8,954 shares; 2025Q2: 8,954 shares; 2025Q3: 8,961 shares; 2025Q4: 8,969 shares; 2026Q1: 9,636 shares 9,636 $555K 0.08% +667 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,982 shares; 2025Q3: 2,982 shares; 2025Q4: 2,983 shares; 2026Q1: 2,984 shares 2,984 $541K 0.07% +1 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: 4,252 shares; 2024Q4: 4,313 shares; 2025Q1: 4,345 shares; 2025Q2: 4,382 shares; 2025Q3: 4,482 shares; 2025Q4: 4,147 shares; 2026Q1: 3,980 shares 3,980 $525K 0.07% -167 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,222 shares 24,222 $520K 0.07% new 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: 3,000 shares; 2024Q4: 3,075 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 3,022 shares; 2025Q4: 3,034 shares; 2026Q1: 3,043 shares 3,043 $515K 0.07% +9 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: 15,425 shares; 2024Q4: 15,437 shares; 2025Q1: 1,081 shares; 2025Q2: 1,080 shares; 2025Q3: 1,041 shares; 2025Q4: 877 shares; 2026Q1: 850 shares 850 $514K 0.07% -27 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: 91,193 shares; 2024Q4: 87,254 shares; 2025Q1: 9,015 shares; 2025Q2: 9,053 shares; 2025Q3: 8,838 shares; 2025Q4: not reported; 2026Q1: 12,275 shares 12,275 $511K 0.07% new 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: 6,044 shares; 2024Q4: 6,061 shares; 2025Q1: 6,077 shares; 2025Q2: 6,077 shares; 2025Q3: 6,077 shares; 2025Q4: 6,077 shares; 2026Q1: 5,960 shares 5,960 $499K 0.07% -117 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: 5,493 shares; 2024Q4: 5,587 shares; 2025Q1: 5,773 shares; 2025Q2: 5,642 shares; 2025Q3: 9,004 shares; 2025Q4: 8,622 shares; 2026Q1: 8,686 shares 8,686 $493K 0.07% +64 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,932 shares; 2024Q4: 92,947 shares; 2025Q1: 46,271 shares; 2025Q2: 107,523 shares; 2025Q3: 31,493 shares; 2025Q4: 64,492 shares; 2026Q1: 28,177 shares 28,177 $488K 0.07% -36,315 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: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 905 shares; 2025Q3: 886 shares; 2025Q4: 837 shares; 2026Q1: 785 shares 785 $484K 0.07% -52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $483K 0.07% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: 2,592 shares; 2025Q1: 2,616 shares; 2025Q2: 2,643 shares; 2025Q3: 2,644 shares; 2025Q4: 2,645 shares; 2026Q1: 2,645 shares 2,645 $482K 0.07% 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: not reported; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 515 shares; 2025Q3: 493 shares; 2025Q4: 547 shares; 2026Q1: 536 shares 536 $453K 0.06% -11 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 11,233 shares; 2025Q1: 7,252 shares; 2025Q2: 7,139 shares; 2025Q3: 15,391 shares; 2025Q4: 6,755 shares; 2026Q1: 6,623 shares 6,623 $450K 0.06% -132 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: 5,240 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,445 shares; 2025Q3: 2,906 shares; 2025Q4: 2,906 shares; 2026Q1: 2,906 shares 2,906 $444K 0.06% 0 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: 2,017 shares; 2024Q4: 2,026 shares; 2025Q1: 2,034 shares; 2025Q2: 2,042 shares; 2025Q3: 2,050 shares; 2025Q4: 2,059 shares; 2026Q1: 2,065 shares 2,065 $441K 0.06% +6 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,695 shares; 2025Q3: not reported; 2025Q4: 5,695 shares; 2026Q1: 5,695 shares 5,695 $430K 0.06% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 2,498 shares; 2025Q1: 2,508 shares; 2025Q2: 2,690 shares; 2025Q3: 2,708 shares; 2025Q4: 3,381 shares; 2026Q1: 3,403 shares 3,403 $429K 0.06% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,531 shares; 2025Q4: 18,990 shares; 2026Q1: 38,637 shares 38,637 $424K 0.06% +19,647 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,095 shares; 2025Q3: 12,159 shares; 2025Q4: 1,528 shares; 2026Q1: 1,516 shares 1,516 $421K 0.06% -12 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: 2,786 shares; 2024Q4: 2,829 shares; 2025Q1: 2,450 shares; 2025Q2: 3,106 shares; 2025Q3: 3,154 shares; 2025Q4: 2,621 shares; 2026Q1: 2,842 shares 2,842 $410K 0.06% +221 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: 1,163 shares; 2024Q4: 1,188 shares; 2025Q1: 1,275 shares; 2025Q2: 1,312 shares; 2025Q3: not reported; 2025Q4: 1,764 shares; 2026Q1: 2,080 shares 2,080 $408K 0.06% +316 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,662 shares; 2024Q4: 109,662 shares; 2025Q1: 109,662 shares; 2025Q2: 109,662 shares; 2025Q3: 109,662 shares; 2025Q4: 109,662 shares; 2026Q1: 109,662 shares 109,662 $401K 0.05% 0 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,298 shares; 2026Q1: 6,298 shares 6,298 $400K 0.05% 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: 1,485 shares; 2024Q4: 1,570 shares; 2025Q1: 1,574 shares; 2025Q2: 1,621 shares; 2025Q3: 1,658 shares; 2025Q4: 1,664 shares; 2026Q1: 1,670 shares 1,670 $395K 0.05% +6 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: 1,952 shares 1,952 $385K 0.05% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 713 shares; 2025Q4: 694 shares; 2026Q1: 683 shares 683 $385K 0.05% -11 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: 152 shares; 2025Q2: 195 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $383K 0.05% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,705 shares; 2024Q4: 8,638 shares; 2025Q1: 8,410 shares; 2025Q2: 8,410 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares 6,800 $375K 0.05% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,515 shares; 2025Q3: 2,529 shares; 2025Q4: 2,546 shares; 2026Q1: 2,533 shares 2,533 $375K 0.05% -13 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: 8,143 shares; 2024Q4: 8,180 shares; 2025Q1: 8,222 shares; 2025Q2: 8,234 shares; 2025Q3: 8,508 shares; 2025Q4: 8,253 shares; 2026Q1: 8,143 shares 8,143 $373K 0.05% -110 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly 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: 175,232 shares; 2026Q1: 6,687 shares 6,687 $353K 0.05% -168,545 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,837 shares; 2025Q2: 2,860 shares; 2025Q3: 2,882 shares; 2025Q4: 2,688 shares; 2026Q1: 2,695 shares 2,695 $353K 0.05% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,656 shares 3,656 $352K 0.05% new 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: 4,282 shares; 2024Q4: 4,282 shares; 2025Q1: 4,247 shares; 2025Q2: 4,247 shares; 2025Q3: 4,195 shares; 2025Q4: 4,107 shares; 2026Q1: 4,112 shares 4,112 $350K 0.05% +5 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: 4,051 shares; 2026Q1: 3,017 shares 3,017 $348K 0.05% -1,034 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,596 shares 3,596 $334K 0.05% new 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: 27,012 shares; 2024Q4: not reported; 2025Q1: 17,171 shares; 2025Q2: 16,571 shares; 2025Q3: 16,243 shares; 2025Q4: not reported; 2026Q1: 11,908 shares 11,908 $334K 0.05% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,136 shares; 2025Q1: 1,415 shares; 2025Q2: 2,426 shares; 2025Q3: 2,651 shares; 2025Q4: 1,615 shares; 2026Q1: 2,653 shares 2,653 $331K 0.04% +1,038 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: not reported; 2024Q4: not reported; 2025Q1: 7,827 shares; 2025Q2: 7,280 shares; 2025Q3: 4,033 shares; 2025Q4: not reported; 2026Q1: 6,084 shares 6,084 $329K 0.04% new 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: 6,303 shares; 2024Q4: 3,717 shares; 2025Q1: 3,717 shares; 2025Q2: 4,094 shares; 2025Q3: 3,383 shares; 2025Q4: 3,386 shares; 2026Q1: 1,321 shares 1,321 $327K 0.04% -2,065 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,843 shares; 2025Q3: 9,843 shares; 2025Q4: 9,668 shares; 2026Q1: 9,668 shares 9,668 $326K 0.04% 0 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: 916 shares; 2024Q4: 848 shares; 2025Q1: 756 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 728 shares 728 $324K 0.04% -30 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,723 shares; 2025Q3: 10,621 shares; 2025Q4: 12,451 shares; 2026Q1: 12,513 shares 12,513 $319K 0.04% +62 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: 412 shares; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 436 shares; 2025Q3: 437 shares; 2025Q4: 439 shares; 2026Q1: 460 shares 460 $314K 0.04% +21 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 13,567 shares; 2025Q1: 13,607 shares; 2025Q2: 13,607 shares; 2025Q3: 13,739 shares; 2025Q4: 13,923 shares; 2026Q1: 14,008 shares 14,008 $311K 0.04% +85 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: 3,490 shares; 2025Q4: 3,494 shares; 2026Q1: 3,297 shares 3,297 $310K 0.04% -197 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,792 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,250 shares; 2025Q3: 20,700 shares; 2025Q4: 24,229 shares; 2026Q1: 27,039 shares 27,039 $306K 0.04% +2,810 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: 2,598 shares; 2024Q4: 2,607 shares; 2025Q1: 2,612 shares; 2025Q2: 2,633 shares; 2025Q3: 2,656 shares; 2025Q4: 2,679 shares; 2026Q1: 2,700 shares 2,700 $306K 0.04% +21 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,872 shares 3,872 $300K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,160 shares; 2025Q1: 1,161 shares; 2025Q2: 1,261 shares; 2025Q3: 954 shares; 2025Q4: 958 shares; 2026Q1: 962 shares 962 $299K 0.04% +4 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: 1,614 shares; 2024Q4: 1,671 shares; 2025Q1: 1,674 shares; 2025Q2: 1,919 shares; 2025Q3: 2,065 shares; 2025Q4: 1,991 shares; 2026Q1: 2,021 shares 2,021 $297K 0.04% +30 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: not reported; 2025Q2: 5,977 shares; 2025Q3: 5,811 shares; 2025Q4: 5,891 shares; 2026Q1: 5,917 shares 5,917 $284K 0.04% +26 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,101 shares 10,101 $276K 0.04% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,654 shares; 2024Q4: 7,654 shares; 2025Q1: 8,461 shares; 2025Q2: 12,717 shares; 2025Q3: 10,068 shares; 2025Q4: 7,442 shares; 2026Q1: 7,442 shares 7,442 $273K 0.04% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares 1,364 $270K 0.04% new Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $265K 0.04% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,347 shares 5,347 $262K 0.04% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,722 shares 8,722 $258K 0.03% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 912 shares 912 $255K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 507 shares 507 $251K 0.03% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,070 shares; 2025Q3: 4,468 shares; 2025Q4: 4,468 shares; 2026Q1: 4,477 shares 4,477 $236K 0.03% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,964 shares 1,964 $236K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,043 shares; 2025Q3: 1,046 shares; 2025Q4: 1,052 shares; 2026Q1: 787 shares 787 $235K 0.03% -265 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: not reported; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,198 shares; 2026Q1: 2,199 shares 2,199 $233K 0.03% +1 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,802 shares 2,802 $232K 0.03% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500 $230K 0.03% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 932 shares 932 $222K 0.03% new Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC 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: 1,002 shares; 2025Q3: 1,004 shares; 2025Q4: 1,006 shares; 2026Q1: 1,008 shares 1,008 $219K 0.03% +2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,607 shares 1,607 $218K 0.03% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,384 shares; 2025Q3: 4,404 shares; 2025Q4: 4,723 shares; 2026Q1: 4,439 shares 4,439 $216K 0.03% -284 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,740 shares 1,740 $210K 0.03% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $208K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,319 shares 3,319 $207K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $207K 0.03% 0 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: 13,749 shares; 2024Q4: 13,557 shares; 2025Q1: 1,169 shares; 2025Q2: 1,407 shares; 2025Q3: 1,294 shares; 2025Q4: 1,158 shares; 2026Q1: 740 shares 740 $200K 0.03% -418 Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $194K 0.03% new Timeline TILL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $185K 0.03% new Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA 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: 11,213 shares; 2026Q1: 11,172 shares 11,172 $165K 0.02% -41 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: 19,373 shares 19,373 $147K 0.02% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly 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: 12,195 shares 12,195 $140K 0.02% new Timeline TALK TALKSPACE INC More: the full row for TALKSPACE 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: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $77.6K 0.01% 0 Timeline AVD AMERICAN VANGUARD CORP More: the full row for AMERICAN VANGUARD 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: 30,000 shares 30,000 $74.7K 0.01% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,647 shares; 2025Q1: 22,339 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,900 shares 10,900 $60.5K 0.01% new Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 18,500 shares 18,500 $27.6K <0.01% +3,500 Timeline NXXT NEXTNRG INC More: the full row for NEXTNRG 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: 10,000 shares 10,000 $4K <0.01% new Timeline