IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 720,703 shares; 2025Q1: 800,667 shares; 2025Q2: 818,997 shares; 2025Q3: 837,230 shares; 2025Q4: 863,837 shares; 2026Q1: not loaded; 2026Q2: 808,560 shares 808,560 $89.1M 7.51% 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; 2024Q3: restricted; 2024Q4: 512,400 shares; 2025Q1: 557,906 shares; 2025Q2: 571,779 shares; 2025Q3: 576,979 shares; 2025Q4: 579,137 shares; 2026Q1: not loaded; 2026Q2: 598,201 shares 598,201 $71.2M 6% 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; 2024Q3: restricted; 2024Q4: 897,508 shares; 2025Q1: 958,730 shares; 2025Q2: 1,046,849 shares; 2025Q3: 1,051,290 shares; 2025Q4: 1,057,708 shares; 2026Q1: not loaded; 2026Q2: 1,014,722 shares 1,014,722 $53.5M 4.51% 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; 2024Q3: restricted; 2024Q4: 67,888 shares; 2025Q1: 68,510 shares; 2025Q2: 67,503 shares; 2025Q3: 67,090 shares; 2025Q4: 64,519 shares; 2026Q1: not loaded; 2026Q2: 63,366 shares 63,366 $47.3M 3.99% Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 381,010 shares; 2025Q1: 399,512 shares; 2025Q2: 396,825 shares; 2025Q3: 393,213 shares; 2025Q4: 406,771 shares; 2026Q1: not loaded; 2026Q2: 354,651 shares 354,651 $33.6M 2.84% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135,307 shares; 2025Q1: 125,236 shares; 2025Q2: 128,032 shares; 2025Q3: 123,602 shares; 2025Q4: 117,325 shares; 2026Q1: not loaded; 2026Q2: 110,536 shares 110,536 $32M 2.7% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 84,671 shares; 2025Q1: 83,379 shares; 2025Q2: 87,026 shares; 2025Q3: 85,291 shares; 2025Q4: 77,460 shares; 2026Q1: not loaded; 2026Q2: 78,873 shares 78,873 $29.4M 2.48% 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; 2024Q3: restricted; 2024Q4: 220,576 shares; 2025Q1: 217,053 shares; 2025Q2: 221,782 shares; 2025Q3: 218,394 shares; 2025Q4: 208,557 shares; 2026Q1: not loaded; 2026Q2: 202,122 shares 202,122 $27.6M 2.33% 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; 2024Q3: restricted; 2024Q4: 92,213 shares; 2025Q1: 88,684 shares; 2025Q2: 89,004 shares; 2025Q3: 86,984 shares; 2025Q4: 84,219 shares; 2026Q1: not loaded; 2026Q2: 81,950 shares 81,950 $26.8M 2.26% Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 206,132 shares; 2025Q1: 214,951 shares; 2025Q2: 211,011 shares; 2025Q3: 206,200 shares; 2025Q4: 209,249 shares; 2026Q1: not loaded; 2026Q2: 219,319 shares 219,319 $23.9M 2.02% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 97,977 shares; 2025Q1: 91,294 shares; 2025Q2: 95,686 shares; 2025Q3: 90,977 shares; 2025Q4: 87,778 shares; 2026Q1: not loaded; 2026Q2: 85,650 shares 85,650 $21.8M 1.83% Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 183,413 shares; 2025Q1: 180,083 shares; 2025Q2: 176,372 shares; 2025Q3: 175,977 shares; 2025Q4: 170,529 shares; 2026Q1: not loaded; 2026Q2: 168,040 shares 168,040 $17.5M 1.47% Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 96,731 shares; 2025Q1: 95,076 shares; 2025Q2: 94,521 shares; 2025Q3: 92,021 shares; 2025Q4: 88,951 shares; 2026Q1: not loaded; 2026Q2: 87,194 shares 87,194 $16.5M 1.39% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,143 shares; 2025Q1: 14,657 shares; 2025Q2: 17,641 shares; 2025Q3: 18,947 shares; 2025Q4: 15,952 shares; 2026Q1: not loaded; 2026Q2: 14,953 shares 14,953 $15.9M 1.34% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,146 shares; 2025Q1: 50,540 shares; 2025Q2: 50,651 shares; 2025Q3: 49,296 shares; 2025Q4: 47,552 shares; 2026Q1: not loaded; 2026Q2: 43,711 shares 43,711 $15.4M 1.3% Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 202,199 shares; 2025Q1: 218,464 shares; 2025Q2: 241,854 shares; 2025Q3: 243,658 shares; 2025Q4: 251,601 shares; 2026Q1: not loaded; 2026Q2: 270,844 shares 270,844 $14.6M 1.23% Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,629 shares; 2025Q1: 80,377 shares; 2025Q2: 83,895 shares; 2025Q3: 89,663 shares; 2025Q4: 93,677 shares; 2026Q1: not loaded; 2026Q2: 97,890 shares 97,890 $14.3M 1.21% 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; 2024Q3: restricted; 2024Q4: 50,686 shares; 2025Q1: 49,332 shares; 2025Q2: 48,226 shares; 2025Q3: 47,884 shares; 2025Q4: 46,835 shares; 2026Q1: not loaded; 2026Q2: 46,232 shares 46,232 $14M 1.18% 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; 2024Q3: restricted; 2024Q4: 61,466 shares; 2025Q1: 57,701 shares; 2025Q2: 52,640 shares; 2025Q3: 50,617 shares; 2025Q4: 50,252 shares; 2026Q1: not loaded; 2026Q2: 55,944 shares 55,944 $13.3M 1.12% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,769 shares; 2025Q1: 64,911 shares; 2025Q2: 61,061 shares; 2025Q3: 65,854 shares; 2025Q4: 63,655 shares; 2026Q1: not loaded; 2026Q2: 59,177 shares 59,177 $11.8M 1% 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; 2024Q3: restricted; 2024Q4: 81,533 shares; 2025Q1: 79,793 shares; 2025Q2: 81,525 shares; 2025Q3: 80,065 shares; 2025Q4: 79,015 shares; 2026Q1: not loaded; 2026Q2: 75,791 shares 75,791 $11.1M 0.94% 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; 2024Q3: restricted; 2024Q4: 38,177 shares; 2025Q1: 37,870 shares; 2025Q2: 36,677 shares; 2025Q3: 36,310 shares; 2025Q4: 34,772 shares; 2026Q1: not loaded; 2026Q2: 136,457 shares 136,457 $11M 0.93% 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; 2024Q3: restricted; 2024Q4: 79,527 shares; 2025Q1: 87,795 shares; 2025Q2: 96,077 shares; 2025Q3: 91,943 shares; 2025Q4: 90,387 shares; 2026Q1: not loaded; 2026Q2: 83,853 shares 83,853 $10.8M 0.91% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,417 shares; 2025Q1: 76,748 shares; 2025Q2: 76,508 shares; 2025Q3: 73,695 shares; 2025Q4: 71,344 shares; 2026Q1: not loaded; 2026Q2: 69,110 shares 69,110 $10.1M 0.85% 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; 2024Q3: restricted; 2024Q4: 108,947 shares; 2025Q1: 89,565 shares; 2025Q2: 89,958 shares; 2025Q3: 88,891 shares; 2025Q4: 86,665 shares; 2026Q1: not loaded; 2026Q2: 85,810 shares 85,810 $10.1M 0.85% Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,451 shares; 2025Q1: 11,451 shares; 2025Q2: 11,233 shares; 2025Q3: 11,115 shares; 2025Q4: 10,822 shares; 2026Q1: not loaded; 2026Q2: 38,523 shares 38,523 $9.34M 0.79% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,588 shares; 2025Q1: 32,283 shares; 2025Q2: 33,558 shares; 2025Q3: 32,965 shares; 2025Q4: 33,101 shares; 2026Q1: not loaded; 2026Q2: 33,672 shares 33,672 $9.1M 0.77% 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; 2024Q3: restricted; 2024Q4: 7,018 shares; 2025Q1: 7,250 shares; 2025Q2: 8,159 shares; 2025Q3: 8,992 shares; 2025Q4: 8,708 shares; 2026Q1: not loaded; 2026Q2: 7,511 shares 7,511 $9.01M 0.76% 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; 2024Q3: restricted; 2024Q4: 15,165 shares; 2025Q1: 14,653 shares; 2025Q2: 14,329 shares; 2025Q3: 13,902 shares; 2025Q4: 12,715 shares; 2026Q1: not loaded; 2026Q2: 11,850 shares 11,850 $8.73M 0.74% 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; 2024Q3: restricted; 2024Q4: 31,542 shares; 2025Q1: 30,627 shares; 2025Q2: 30,382 shares; 2025Q3: 30,041 shares; 2025Q4: 29,650 shares; 2026Q1: not loaded; 2026Q2: 29,452 shares 29,452 $8.28M 0.7% 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; 2024Q3: restricted; 2024Q4: 9,116 shares; 2025Q1: 8,916 shares; 2025Q2: 8,805 shares; 2025Q3: 8,651 shares; 2025Q4: 8,408 shares; 2026Q1: not loaded; 2026Q2: 8,157 shares 8,157 $8.25M 0.7% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67,645 shares; 2025Q1: 66,190 shares; 2025Q2: 67,396 shares; 2025Q3: 65,423 shares; 2025Q4: 60,010 shares; 2026Q1: not loaded; 2026Q2: 58,678 shares 58,678 $7.95M 0.67% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,310 shares; 2025Q1: 50,795 shares; 2025Q2: 51,467 shares; 2025Q3: 49,227 shares; 2025Q4: 48,454 shares; 2026Q1: not loaded; 2026Q2: 47,806 shares 47,806 $7.92M 0.67% Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 115,955 shares 115,955 $7.71M 0.65% 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; 2024Q3: restricted; 2024Q4: 86,641 shares; 2025Q1: 86,180 shares; 2025Q2: 96,807 shares; 2025Q3: 91,612 shares; 2025Q4: 90,396 shares; 2026Q1: not loaded; 2026Q2: 89,582 shares 89,582 $7.28M 0.61% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,614 shares; 2025Q1: 30,516 shares; 2025Q2: 30,938 shares; 2025Q3: 29,321 shares; 2025Q4: 28,464 shares; 2026Q1: not loaded; 2026Q2: 27,540 shares 27,540 $6.93M 0.58% 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; 2024Q3: restricted; 2024Q4: 100,586 shares; 2025Q1: 83,006 shares; 2025Q2: 82,189 shares; 2025Q3: 79,932 shares; 2025Q4: 79,073 shares; 2026Q1: not loaded; 2026Q2: 78,190 shares 78,190 $6.86M 0.58% Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,496 shares; 2025Q1: 15,425 shares; 2025Q2: 15,238 shares; 2025Q3: 14,967 shares; 2025Q4: 14,453 shares; 2026Q1: not loaded; 2026Q2: 13,135 shares 13,135 $6.75M 0.57% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,300 shares; 2025Q1: 22,713 shares; 2025Q2: 19,699 shares; 2025Q3: 19,478 shares; 2025Q4: 18,977 shares; 2026Q1: not loaded; 2026Q2: 17,086 shares 17,086 $6.11M 0.51% Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86,476 shares; 2025Q1: 82,719 shares; 2025Q2: 80,955 shares; 2025Q3: 75,174 shares; 2025Q4: 75,389 shares; 2026Q1: not loaded; 2026Q2: 69,971 shares 69,971 $6.05M 0.51% Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 283,695 shares; 2025Q1: 280,045 shares; 2025Q2: 279,830 shares; 2025Q3: 179,723 shares; 2025Q4: 155,046 shares; 2026Q1: not loaded; 2026Q2: 154,106 shares 154,106 $6.01M 0.51% Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,129 shares; 2025Q1: 55,596 shares; 2025Q2: 55,030 shares; 2025Q3: 54,061 shares; 2025Q4: 51,683 shares; 2026Q1: not loaded; 2026Q2: 54,356 shares 54,356 $6M 0.51% 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; 2024Q3: restricted; 2024Q4: 12,236 shares; 2025Q1: 12,260 shares; 2025Q2: 12,423 shares; 2025Q3: 12,353 shares; 2025Q4: 12,431 shares; 2026Q1: not loaded; 2026Q2: 11,719 shares 11,719 $5.97M 0.5% Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,371 shares; 2025Q1: 40,930 shares; 2025Q2: 42,841 shares; 2025Q3: 43,194 shares; 2025Q4: 38,241 shares; 2026Q1: not loaded; 2026Q2: 41,492 shares 41,492 $5.77M 0.49% Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,491 shares; 2025Q1: 38,491 shares; 2025Q2: 38,538 shares; 2025Q3: 38,538 shares; 2025Q4: 36,922 shares; 2026Q1: not loaded; 2026Q2: 34,851 shares 34,851 $5.72M 0.48% 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; 2024Q3: restricted; 2024Q4: 19,201 shares; 2025Q1: 18,474 shares; 2025Q2: 19,601 shares; 2025Q3: 19,043 shares; 2025Q4: 18,973 shares; 2026Q1: not loaded; 2026Q2: 17,873 shares 17,873 $5.62M 0.47% 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; 2024Q3: restricted; 2024Q4: 119,889 shares; 2025Q1: 120,148 shares; 2025Q2: 118,974 shares; 2025Q3: 118,573 shares; 2025Q4: 116,036 shares; 2026Q1: not loaded; 2026Q2: 98,482 shares 98,482 $5.61M 0.47% 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; 2024Q3: restricted; 2024Q4: 5,712 shares; 2025Q1: 7,306 shares; 2025Q2: 8,595 shares; 2025Q3: 9,167 shares; 2025Q4: 10,167 shares; 2026Q1: not loaded; 2026Q2: 9,491 shares 9,491 $5.51M 0.46% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,728 shares; 2025Q1: 18,695 shares; 2025Q2: 18,389 shares; 2025Q3: 18,322 shares; 2025Q4: 17,012 shares; 2026Q1: not loaded; 2026Q2: 18,292 shares 18,292 $5.5M 0.46% 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; 2024Q3: restricted; 2024Q4: 21,610 shares; 2025Q1: 20,083 shares; 2025Q2: 19,510 shares; 2025Q3: 18,930 shares; 2025Q4: 18,538 shares; 2026Q1: not loaded; 2026Q2: 18,334 shares 18,334 $5.46M 0.46% Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,990 shares; 2025Q1: 61,906 shares; 2025Q2: 56,368 shares; 2025Q3: 55,670 shares; 2025Q4: 53,864 shares; 2026Q1: not loaded; 2026Q2: 53,736 shares 53,736 $5.28M 0.45% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,587 shares; 2025Q1: 58,458 shares; 2025Q2: 56,571 shares; 2025Q3: 54,263 shares; 2025Q4: 50,617 shares; 2026Q1: not loaded; 2026Q2: 56,284 shares 56,284 $5.11M 0.43% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,231 shares; 2025Q1: 44,130 shares; 2025Q2: 43,182 shares; 2025Q3: 41,650 shares; 2025Q4: 41,328 shares; 2026Q1: not loaded; 2026Q2: 42,526 shares 42,526 $4.82M 0.41% Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,420 shares; 2025Q1: 19,105 shares; 2025Q2: 19,105 shares; 2025Q3: 19,489 shares; 2025Q4: 18,861 shares; 2026Q1: not loaded; 2026Q2: 18,509 shares 18,509 $4.73M 0.4% 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; 2024Q3: restricted; 2024Q4: 10,291 shares; 2025Q1: 9,773 shares; 2025Q2: 9,773 shares; 2025Q3: 9,674 shares; 2025Q4: 9,674 shares; 2026Q1: not loaded; 2026Q2: 9,621 shares 9,621 $4.73M 0.4% 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; 2024Q3: restricted; 2024Q4: 33,608 shares; 2025Q1: 33,529 shares; 2025Q2: 33,299 shares; 2025Q3: 32,847 shares; 2025Q4: 31,947 shares; 2026Q1: not loaded; 2026Q2: 30,992 shares 30,992 $4.7M 0.4% 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; 2024Q3: restricted; 2024Q4: 14,366 shares; 2025Q1: 14,245 shares; 2025Q2: 13,765 shares; 2025Q3: 13,678 shares; 2025Q4: 13,402 shares; 2026Q1: not loaded; 2026Q2: 13,232 shares 13,232 $4.67M 0.39% Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,361 shares; 2025Q2: 4,311 shares; 2025Q3: 5,039 shares; 2025Q4: 4,921 shares; 2026Q1: not loaded; 2026Q2: 4,738 shares 4,738 $4.56M 0.38% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,383 shares; 2025Q1: 7,358 shares; 2025Q2: 7,312 shares; 2025Q3: 7,267 shares; 2025Q4: 7,267 shares; 2026Q1: not loaded; 2026Q2: 7,067 shares 7,067 $4.48M 0.38% Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,486 shares; 2025Q1: 26,846 shares; 2025Q2: 23,768 shares; 2025Q3: 23,466 shares; 2025Q4: 22,731 shares; 2026Q1: not loaded; 2026Q2: 20,966 shares 20,966 $4.38M 0.37% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,840 shares; 2025Q1: 37,938 shares; 2025Q2: 38,055 shares; 2025Q3: 38,035 shares; 2025Q4: 37,733 shares; 2026Q1: not loaded; 2026Q2: 55,195 shares 55,195 $4.26M 0.36% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,631 shares; 2025Q1: 12,625 shares; 2025Q2: 12,230 shares; 2025Q3: 11,471 shares; 2025Q4: 10,999 shares; 2026Q1: not loaded; 2026Q2: 10,817 shares 10,817 $3.92M 0.33% Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,003 shares; 2025Q1: 53,003 shares; 2025Q2: 53,003 shares; 2025Q3: 142,234 shares; 2025Q4: 142,234 shares; 2026Q1: not loaded; 2026Q2: 142,234 shares 142,234 $3.92M 0.33% 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; 2024Q3: restricted; 2024Q4: 58,536 shares; 2025Q1: 56,327 shares; 2025Q2: 55,777 shares; 2025Q3: 54,841 shares; 2025Q4: 53,987 shares; 2026Q1: not loaded; 2026Q2: 53,145 shares 53,145 $3.9M 0.33% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 199,526 shares; 2025Q1: 189,489 shares; 2025Q2: 218,881 shares; 2025Q3: 190,139 shares; 2025Q4: 165,575 shares; 2026Q1: not loaded; 2026Q2: 160,394 shares 160,394 $3.86M 0.33% 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; 2024Q3: restricted; 2024Q4: 28,857 shares; 2025Q1: 27,835 shares; 2025Q2: 27,148 shares; 2025Q3: 26,725 shares; 2025Q4: 25,846 shares; 2026Q1: not loaded; 2026Q2: 25,338 shares 25,338 $3.86M 0.33% Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,177 shares; 2025Q1: 41,918 shares; 2025Q2: 39,976 shares; 2025Q3: 38,331 shares; 2025Q4: 38,564 shares; 2026Q1: not loaded; 2026Q2: 37,237 shares 37,237 $3.83M 0.32% Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,502 shares; 2025Q1: 14,321 shares; 2025Q2: 17,762 shares; 2025Q3: 18,979 shares; 2025Q4: 13,916 shares; 2026Q1: not loaded; 2026Q2: 10,227 shares 10,227 $3.82M 0.32% Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,599 shares; 2025Q1: 39,427 shares; 2025Q2: 37,612 shares; 2025Q3: 36,532 shares; 2025Q4: 36,181 shares; 2026Q1: not loaded; 2026Q2: 36,217 shares 36,217 $3.75M 0.32% Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,095 shares; 2025Q1: 7,779 shares; 2025Q2: 7,643 shares; 2025Q3: 7,643 shares; 2025Q4: 7,489 shares; 2026Q1: not loaded; 2026Q2: 29,240 shares 29,240 $3.63M 0.31% Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,062 shares; 2025Q1: 40,447 shares; 2025Q2: 41,546 shares; 2025Q3: 41,197 shares; 2025Q4: 40,300 shares; 2026Q1: not loaded; 2026Q2: 37,115 shares 37,115 $3.55M 0.3% 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; 2024Q3: restricted; 2024Q4: 26,789 shares; 2025Q1: 19,978 shares; 2025Q2: 19,795 shares; 2025Q3: 19,636 shares; 2025Q4: 19,261 shares; 2026Q1: not loaded; 2026Q2: 19,516 shares 19,516 $3.5M 0.3% 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; 2024Q3: restricted; 2024Q4: 12,194 shares; 2025Q1: 11,467 shares; 2025Q2: 11,934 shares; 2025Q3: 11,922 shares; 2025Q4: 11,186 shares; 2026Q1: not loaded; 2026Q2: 10,332 shares 10,332 $3.49M 0.29% Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120,106 shares; 2025Q1: 120,106 shares; 2025Q2: 120,106 shares; 2025Q3: 124,204 shares; 2025Q4: 118,204 shares; 2026Q1: not loaded; 2026Q2: 115,087 shares 115,087 $3.45M 0.29% 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; 2024Q3: restricted; 2024Q4: 6,195 shares; 2025Q1: 5,990 shares; 2025Q2: 5,985 shares; 2025Q3: 5,890 shares; 2025Q4: 5,778 shares; 2026Q1: not loaded; 2026Q2: 6,101 shares 6,101 $3.44M 0.29% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,520 shares; 2025Q1: 6,419 shares; 2025Q2: 5,848 shares; 2025Q3: 9,783 shares; 2025Q4: 9,412 shares; 2026Q1: not loaded; 2026Q2: 9,057 shares 9,057 $3.42M 0.29% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,391 shares; 2025Q1: 5,403 shares; 2025Q2: 5,245 shares; 2025Q3: 5,124 shares; 2025Q4: 4,319 shares; 2026Q1: not loaded; 2026Q2: 4,429 shares 4,429 $3.32M 0.28% 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; 2024Q3: restricted; 2024Q4: 46,606 shares; 2025Q1: 46,085 shares; 2025Q2: 43,446 shares; 2025Q3: 41,890 shares; 2025Q4: 38,681 shares; 2026Q1: not loaded; 2026Q2: 34,394 shares 34,394 $3.32M 0.28% 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; 2024Q3: restricted; 2024Q4: 7,896 shares; 2025Q1: 7,588 shares; 2025Q2: 7,448 shares; 2025Q3: 6,737 shares; 2025Q4: 6,668 shares; 2026Q1: not loaded; 2026Q2: 6,313 shares 6,313 $3.3M 0.28% 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; 2024Q3: restricted; 2024Q4: 107,351 shares; 2025Q1: 106,412 shares; 2025Q2: 60,939 shares; 2025Q3: 59,162 shares; 2025Q4: 58,071 shares; 2026Q1: not loaded; 2026Q2: 54,100 shares 54,100 $3.23M 0.27% 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; 2024Q3: restricted; 2024Q4: 4,403 shares; 2025Q1: 4,396 shares; 2025Q2: 4,384 shares; 2025Q3: 4,384 shares; 2025Q4: 4,514 shares; 2026Q1: not loaded; 2026Q2: 4,695 shares 4,695 $3.22M 0.27% Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,750 shares; 2025Q1: 13,264 shares; 2025Q2: 12,803 shares; 2025Q3: 12,551 shares; 2025Q4: 11,220 shares; 2026Q1: not loaded; 2026Q2: 31,049 shares 31,049 $3.17M 0.27% Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33,297 shares; 2025Q2: 34,364 shares; 2025Q3: 33,980 shares; 2025Q4: 33,980 shares; 2026Q1: not loaded; 2026Q2: 111,567 shares 111,567 $3.15M 0.27% Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,167 shares; 2025Q1: 28,400 shares; 2025Q2: 27,828 shares; 2025Q3: 26,780 shares; 2025Q4: 26,713 shares; 2026Q1: not loaded; 2026Q2: 26,494 shares 26,494 $3.11M 0.26% 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; 2024Q3: restricted; 2024Q4: 6,412 shares; 2025Q1: 9,543 shares; 2025Q2: 9,914 shares; 2025Q3: 10,331 shares; 2025Q4: 9,304 shares; 2026Q1: not loaded; 2026Q2: 11,258 shares 11,258 $3.1M 0.26% 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; 2024Q3: restricted; 2024Q4: 7,400 shares; 2025Q1: 8,214 shares; 2025Q2: 7,977 shares; 2025Q3: 8,051 shares; 2025Q4: 7,792 shares; 2026Q1: not loaded; 2026Q2: 7,057 shares 7,057 $3.01M 0.25% 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; 2024Q3: restricted; 2024Q4: 12,572 shares; 2025Q1: 11,455 shares; 2025Q2: 12,456 shares; 2025Q3: 12,235 shares; 2025Q4: 12,031 shares; 2026Q1: not loaded; 2026Q2: 8,249 shares 8,249 $2.92M 0.25% Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,377 shares; 2025Q1: 40,492 shares; 2025Q2: 35,618 shares; 2025Q3: 25,615 shares; 2025Q4: 23,215 shares; 2026Q1: not loaded; 2026Q2: 20,719 shares 20,719 $2.89M 0.24% 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; 2024Q3: restricted; 2024Q4: 6,025 shares; 2025Q1: 7,135 shares; 2025Q2: 6,957 shares; 2025Q3: 6,627 shares; 2025Q4: 6,357 shares; 2026Q1: not loaded; 2026Q2: 5,720 shares 5,720 $2.86M 0.24% 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; 2024Q3: restricted; 2024Q4: 14,101 shares; 2025Q1: 12,970 shares; 2025Q2: 13,858 shares; 2025Q3: 13,456 shares; 2025Q4: 12,731 shares; 2026Q1: not loaded; 2026Q2: 12,674 shares 12,674 $2.79M 0.24% Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,422 shares; 2025Q1: 3,400 shares; 2025Q2: 3,543 shares; 2025Q3: 3,766 shares; 2025Q4: 4,099 shares; 2026Q1: not loaded; 2026Q2: 3,853 shares 3,853 $2.75M 0.23% 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; 2024Q3: restricted; 2024Q4: 33,176 shares; 2025Q1: 33,710 shares; 2025Q2: 29,484 shares; 2025Q3: 29,292 shares; 2025Q4: 28,503 shares; 2026Q1: not loaded; 2026Q2: 29,489 shares 29,489 $2.72M 0.23% Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,116 shares; 2025Q1: 15,527 shares; 2025Q2: 15,248 shares; 2025Q3: 15,695 shares; 2025Q4: 15,871 shares; 2026Q1: not loaded; 2026Q2: 17,232 shares 17,232 $2.69M 0.23% 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; 2024Q3: restricted; 2024Q4: 9,982 shares; 2025Q1: 8,767 shares; 2025Q2: 9,497 shares; 2025Q3: 8,610 shares; 2025Q4: 8,347 shares; 2026Q1: not loaded; 2026Q2: 8,034 shares 8,034 $2.65M 0.22% Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,669 shares; 2025Q1: 49,620 shares; 2025Q2: 60,701 shares; 2025Q3: 66,763 shares; 2025Q4: 58,856 shares; 2026Q1: not loaded; 2026Q2: 56,826 shares 56,826 $2.64M 0.22% 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; 2024Q3: restricted; 2024Q4: 4,919 shares; 2025Q1: 4,688 shares; 2025Q2: 4,550 shares; 2025Q3: 4,576 shares; 2025Q4: 5,271 shares; 2026Q1: not loaded; 2026Q2: 7,263 shares 7,263 $2.63M 0.22% 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; 2024Q3: restricted; 2024Q4: 25,681 shares; 2025Q1: 23,887 shares; 2025Q2: 23,718 shares; 2025Q3: 23,320 shares; 2025Q4: 23,264 shares; 2026Q1: not loaded; 2026Q2: 36,663 shares 36,663 $2.63M 0.22% Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,906 shares; 2025Q1: 40,226 shares; 2025Q2: 39,368 shares; 2025Q3: 38,095 shares; 2025Q4: 37,354 shares; 2026Q1: not loaded; 2026Q2: 37,154 shares 37,154 $2.54M 0.21% 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; 2024Q3: restricted; 2024Q4: 3,749 shares; 2025Q1: 3,729 shares; 2025Q2: 3,729 shares; 2025Q3: 3,691 shares; 2025Q4: 3,584 shares; 2026Q1: not loaded; 2026Q2: 3,425 shares 3,425 $2.48M 0.21% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,842 shares; 2025Q1: 28,661 shares; 2025Q2: 27,899 shares; 2025Q3: 27,499 shares; 2025Q4: 25,785 shares; 2026Q1: not loaded; 2026Q2: 23,575 shares 23,575 $2.45M 0.21% Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,227 shares; 2025Q1: 9,871 shares; 2025Q2: 10,544 shares; 2025Q3: 10,281 shares; 2025Q4: 10,205 shares; 2026Q1: not loaded; 2026Q2: 10,260 shares 10,260 $2.44M 0.21% Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,530 shares; 2025Q1: 6,429 shares; 2025Q2: 6,346 shares; 2025Q3: 6,200 shares; 2025Q4: 6,164 shares; 2026Q1: not loaded; 2026Q2: 5,987 shares 5,987 $2.41M 0.2% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,078 shares; 2025Q1: 13,688 shares; 2025Q2: 14,780 shares; 2025Q3: 14,441 shares; 2025Q4: 15,001 shares; 2026Q1: not loaded; 2026Q2: 10,813 shares 10,813 $2.34M 0.2% 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; 2024Q3: restricted; 2024Q4: 30,564 shares; 2025Q1: 28,959 shares; 2025Q2: 28,545 shares; 2025Q3: 26,711 shares; 2025Q4: 25,819 shares; 2026Q1: not loaded; 2026Q2: 24,294 shares 24,294 $2.34M 0.2% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,332 shares; 2025Q1: 11,671 shares; 2025Q2: 11,399 shares; 2025Q3: 11,975 shares; 2025Q4: 13,078 shares; 2026Q1: not loaded; 2026Q2: 14,900 shares 14,900 $2.33M 0.2% Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,332 shares; 2025Q1: 52,482 shares; 2025Q2: 48,030 shares; 2025Q3: 46,610 shares; 2025Q4: 47,459 shares; 2026Q1: not loaded; 2026Q2: 46,031 shares 46,031 $2.3M 0.19% 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; 2024Q3: restricted; 2024Q4: 10,458 shares; 2025Q1: 9,129 shares; 2025Q2: 9,454 shares; 2025Q3: 9,448 shares; 2025Q4: 9,105 shares; 2026Q1: not loaded; 2026Q2: 8,428 shares 8,428 $2.29M 0.19% Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 80,702 shares 80,702 $2.21M 0.19% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,233 shares; 2025Q1: 8,139 shares; 2025Q2: 8,805 shares; 2025Q3: 7,571 shares; 2025Q4: 7,472 shares; 2026Q1: not loaded; 2026Q2: 6,376 shares 6,376 $2.19M 0.18% 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; 2024Q3: restricted; 2024Q4: 60,827 shares; 2025Q1: 57,954 shares; 2025Q2: 57,219 shares; 2025Q3: 53,135 shares; 2025Q4: 51,546 shares; 2026Q1: not loaded; 2026Q2: 51,513 shares 51,513 $2.18M 0.18% Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,603 shares; 2025Q1: 8,096 shares; 2025Q2: 8,302 shares; 2025Q3: 8,036 shares; 2025Q4: 7,591 shares; 2026Q1: not loaded; 2026Q2: 6,887 shares 6,887 $2.17M 0.18% Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,084 shares; 2025Q1: 15,869 shares; 2025Q2: 15,819 shares; 2025Q3: 13,901 shares; 2025Q4: 13,463 shares; 2026Q1: not loaded; 2026Q2: 13,257 shares 13,257 $2.15M 0.18% Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,947 shares; 2025Q1: 18,591 shares; 2025Q2: 18,427 shares; 2025Q3: 18,427 shares; 2025Q4: 18,427 shares; 2026Q1: not loaded; 2026Q2: 22,443 shares 22,443 $2.14M 0.18% 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; 2024Q3: restricted; 2024Q4: 19,020 shares; 2025Q1: 18,272 shares; 2025Q2: 19,390 shares; 2025Q3: 19,391 shares; 2025Q4: 18,558 shares; 2026Q1: not loaded; 2026Q2: 16,828 shares 16,828 $2.13M 0.18% 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; 2024Q3: restricted; 2024Q4: 32,565 shares; 2025Q1: 30,507 shares; 2025Q2: 30,388 shares; 2025Q3: 29,535 shares; 2025Q4: 28,493 shares; 2026Q1: not loaded; 2026Q2: 35,543 shares 35,543 $2.06M 0.17% Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,224 shares; 2025Q1: 31,122 shares; 2025Q2: 24,247 shares; 2025Q3: 24,130 shares; 2025Q4: 23,318 shares; 2026Q1: not loaded; 2026Q2: 23,081 shares 23,081 $2.04M 0.17% Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74,703 shares; 2025Q1: 75,382 shares; 2025Q2: 78,002 shares; 2025Q3: 78,196 shares; 2025Q4: 77,216 shares; 2026Q1: not loaded; 2026Q2: 80,391 shares 80,391 $2.01M 0.17% 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; 2024Q3: restricted; 2024Q4: 8,109 shares; 2025Q1: 7,438 shares; 2025Q2: 6,893 shares; 2025Q3: 4,839 shares; 2025Q4: 4,596 shares; 2026Q1: not loaded; 2026Q2: 3,920 shares 3,920 $1.97M 0.17% 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; 2024Q3: restricted; 2024Q4: 2,691 shares; 2025Q1: 2,646 shares; 2025Q2: 2,422 shares; 2025Q3: 2,743 shares; 2025Q4: 2,593 shares; 2026Q1: not loaded; 2026Q2: 1,659 shares 1,659 $1.95M 0.16% 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; 2024Q3: restricted; 2024Q4: 5,456 shares; 2025Q1: 4,664 shares; 2025Q2: 4,375 shares; 2025Q3: 4,360 shares; 2025Q4: 4,320 shares; 2026Q1: not loaded; 2026Q2: 16,333 shares 16,333 $1.95M 0.16% 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; 2024Q3: restricted; 2024Q4: 12,651 shares; 2025Q1: 11,838 shares; 2025Q2: 12,806 shares; 2025Q3: 11,763 shares; 2025Q4: 16,778 shares; 2026Q1: not loaded; 2026Q2: 17,618 shares 17,618 $1.93M 0.16% 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; 2024Q3: restricted; 2024Q4: 11,008 shares; 2025Q1: 11,065 shares; 2025Q2: 11,606 shares; 2025Q3: 11,800 shares; 2025Q4: 10,866 shares; 2026Q1: not loaded; 2026Q2: 11,762 shares 11,762 $1.92M 0.16% Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,400 shares; 2025Q1: 54,041 shares; 2025Q2: 48,152 shares; 2025Q3: 46,613 shares; 2025Q4: 47,083 shares; 2026Q1: not loaded; 2026Q2: 43,887 shares 43,887 $1.91M 0.16% 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; 2024Q3: restricted; 2024Q4: 11,520 shares; 2025Q1: 10,949 shares; 2025Q2: 12,571 shares; 2025Q3: 12,515 shares; 2025Q4: 12,459 shares; 2026Q1: not loaded; 2026Q2: 13,182 shares 13,182 $1.89M 0.16% Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,973 shares; 2025Q1: 3,916 shares; 2025Q2: 7,632 shares; 2025Q3: 6,256 shares; 2025Q4: 3,458 shares; 2026Q1: not loaded; 2026Q2: 3,563 shares 3,563 $1.85M 0.16% 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; 2024Q3: restricted; 2024Q4: 9,935 shares; 2025Q1: 9,897 shares; 2025Q2: 9,897 shares; 2025Q3: 9,904 shares; 2025Q4: 9,692 shares; 2026Q1: not loaded; 2026Q2: 9,628 shares 9,628 $1.83M 0.15% Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,801 shares; 2025Q1: 9,752 shares; 2025Q2: 9,497 shares; 2025Q3: 9,127 shares; 2025Q4: 8,856 shares; 2026Q1: not loaded; 2026Q2: 8,640 shares 8,640 $1.78M 0.15% Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,846 shares; 2025Q1: 3,846 shares; 2025Q2: 3,846 shares; 2025Q3: 3,860 shares; 2025Q4: 3,860 shares; 2026Q1: not loaded; 2026Q2: 4,150 shares 4,150 $1.77M 0.15% Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,311 shares; 2025Q1: 31,805 shares; 2025Q2: 31,805 shares; 2025Q3: 28,530 shares; 2025Q4: 28,530 shares; 2026Q1: not loaded; 2026Q2: 26,105 shares 26,105 $1.75M 0.15% 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; 2024Q3: restricted; 2024Q4: 51,547 shares; 2025Q1: 39,827 shares; 2025Q2: 35,956 shares; 2025Q3: 34,008 shares; 2025Q4: 32,432 shares; 2026Q1: not loaded; 2026Q2: 35,806 shares 35,806 $1.73M 0.15% 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; 2024Q3: restricted; 2024Q4: 8,329 shares; 2025Q1: 8,123 shares; 2025Q2: 18,179 shares; 2025Q3: 20,910 shares; 2025Q4: 22,052 shares; 2026Q1: not loaded; 2026Q2: 20,730 shares 20,730 $1.71M 0.14% 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; 2024Q3: restricted; 2024Q4: 16,436 shares; 2025Q1: 15,528 shares; 2025Q2: 16,953 shares; 2025Q3: 13,758 shares; 2025Q4: 9,145 shares; 2026Q1: not loaded; 2026Q2: 25,019 shares 25,019 $1.68M 0.14% 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; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 11,844 shares; 2025Q2: 11,327 shares; 2025Q3: 11,508 shares; 2025Q4: 11,126 shares; 2026Q1: not loaded; 2026Q2: 12,720 shares 12,720 $1.67M 0.14% Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,895 shares; 2025Q1: 61,363 shares; 2025Q2: 101,211 shares; 2025Q3: 178,816 shares; 2025Q4: 172,291 shares; 2026Q1: not loaded; 2026Q2: 89,375 shares 89,375 $1.66M 0.14% Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 866 shares; 2025Q1: 838 shares; 2025Q2: 826 shares; 2025Q3: 836 shares; 2025Q4: 771 shares; 2026Q1: not loaded; 2026Q2: 5,431 shares 5,431 $1.64M 0.14% 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; 2024Q3: restricted; 2024Q4: 3,401 shares; 2025Q1: 3,362 shares; 2025Q2: 3,302 shares; 2025Q3: 3,302 shares; 2025Q4: 3,144 shares; 2026Q1: not loaded; 2026Q2: 18,984 shares 18,984 $1.64M 0.14% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,820 shares; 2025Q2: 4,356 shares; 2025Q3: 4,458 shares; 2025Q4: 4,734 shares; 2026Q1: not loaded; 2026Q2: 4,176 shares 4,176 $1.63M 0.14% Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,999 shares; 2025Q1: 10,349 shares; 2025Q2: 10,054 shares; 2025Q3: 9,511 shares; 2025Q4: 9,341 shares; 2026Q1: not loaded; 2026Q2: 8,744 shares 8,744 $1.62M 0.14% 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; 2024Q3: restricted; 2024Q4: 25,165 shares; 2025Q1: 25,165 shares; 2025Q2: 26,815 shares; 2025Q3: 26,865 shares; 2025Q4: 14,759 shares; 2026Q1: not loaded; 2026Q2: 46,914 shares 46,914 $1.6M 0.13% 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; 2024Q3: restricted; 2024Q4: 1,859 shares; 2025Q1: 1,906 shares; 2025Q2: 1,868 shares; 2025Q3: 1,873 shares; 2025Q4: 1,802 shares; 2026Q1: not loaded; 2026Q2: 1,703 shares 1,703 $1.59M 0.13% 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; 2024Q3: restricted; 2024Q4: 7,929 shares; 2025Q1: 7,876 shares; 2025Q2: 7,425 shares; 2025Q3: 7,423 shares; 2025Q4: 7,185 shares; 2026Q1: not loaded; 2026Q2: 7,026 shares 7,026 $1.57M 0.13% Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,800 shares; 2025Q1: 3,408 shares; 2025Q2: 2,734 shares; 2025Q3: 2,720 shares; 2025Q4: 2,301 shares; 2026Q1: not loaded; 2026Q2: 2,071 shares 2,071 $1.56M 0.13% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,379 shares; 2025Q1: 16,379 shares; 2025Q2: 16,294 shares; 2025Q3: 16,124 shares; 2025Q4: 16,357 shares; 2026Q1: not loaded; 2026Q2: 16,104 shares 16,104 $1.56M 0.13% Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,381 shares; 2025Q1: 5,090 shares; 2025Q2: 5,015 shares; 2025Q3: 5,014 shares; 2025Q4: 4,582 shares; 2026Q1: not loaded; 2026Q2: 4,518 shares 4,518 $1.54M 0.13% 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; 2024Q3: restricted; 2024Q4: 4,103 shares; 2025Q1: 3,989 shares; 2025Q2: 3,261 shares; 2025Q3: 3,108 shares; 2025Q4: 2,327 shares; 2026Q1: not loaded; 2026Q2: 4,514 shares 4,514 $1.54M 0.13% Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,035 shares; 2025Q2: 41,543 shares; 2025Q3: 41,543 shares; 2025Q4: 41,142 shares; 2026Q1: not loaded; 2026Q2: 58,836 shares 58,836 $1.53M 0.13% 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; 2024Q3: restricted; 2024Q4: 6,552 shares; 2025Q1: 6,778 shares; 2025Q2: 6,720 shares; 2025Q3: 6,966 shares; 2025Q4: 6,578 shares; 2026Q1: not loaded; 2026Q2: 9,089 shares 9,089 $1.52M 0.13% 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; 2024Q3: restricted; 2024Q4: 7,024 shares; 2025Q1: 6,756 shares; 2025Q2: 6,500 shares; 2025Q3: 5,955 shares; 2025Q4: 4,904 shares; 2026Q1: not loaded; 2026Q2: 3,788 shares 3,788 $1.5M 0.13% 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; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: not loaded; 2026Q2: 2 shares 2 $1.5M 0.13% Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 981 shares; 2025Q2: 1,239 shares; 2025Q3: 1,244 shares; 2025Q4: 7,610 shares; 2026Q1: not loaded; 2026Q2: 14,848 shares 14,848 $1.47M 0.12% Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,133 shares; 2025Q1: 30,142 shares; 2025Q2: 30,312 shares; 2025Q3: 29,041 shares; 2025Q4: 28,840 shares; 2026Q1: not loaded; 2026Q2: 26,652 shares 26,652 $1.46M 0.12% Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,232 shares; 2025Q1: 15,463 shares; 2025Q2: 14,932 shares; 2025Q3: 15,308 shares; 2025Q4: 14,997 shares; 2026Q1: not loaded; 2026Q2: 15,139 shares 15,139 $1.41M 0.12% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,598 shares; 2025Q1: 14,483 shares; 2025Q2: 14,260 shares; 2025Q3: 12,683 shares; 2025Q4: 12,057 shares; 2026Q1: not loaded; 2026Q2: 10,080 shares 10,080 $1.41M 0.12% Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,472 shares; 2025Q1: 22,964 shares; 2025Q2: 25,175 shares; 2025Q3: 25,865 shares; 2025Q4: 25,336 shares; 2026Q1: not loaded; 2026Q2: 25,501 shares 25,501 $1.38M 0.12% 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; 2024Q3: restricted; 2024Q4: 28,767 shares; 2025Q1: 24,928 shares; 2025Q2: 24,399 shares; 2025Q3: 24,253 shares; 2025Q4: 22,261 shares; 2026Q1: not loaded; 2026Q2: 20,011 shares 20,011 $1.37M 0.12% 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; 2024Q3: restricted; 2024Q4: 39,937 shares; 2025Q1: 37,894 shares; 2025Q2: 31,743 shares; 2025Q3: 30,214 shares; 2025Q4: 25,448 shares; 2026Q1: not loaded; 2026Q2: 23,502 shares 23,502 $1.35M 0.11% 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; 2024Q3: restricted; 2024Q4: 5,531 shares; 2025Q1: 5,536 shares; 2025Q2: 5,436 shares; 2025Q3: 5,430 shares; 2025Q4: 5,126 shares; 2026Q1: not loaded; 2026Q2: 7,439 shares 7,439 $1.35M 0.11% 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; 2024Q3: restricted; 2024Q4: 8,377 shares; 2025Q1: 4,469 shares; 2025Q2: 5,036 shares; 2025Q3: 4,848 shares; 2025Q4: 4,212 shares; 2026Q1: not loaded; 2026Q2: 4,504 shares 4,504 $1.32M 0.11% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,353 shares; 2025Q1: 14,333 shares; 2025Q2: 14,203 shares; 2025Q3: 14,177 shares; 2025Q4: 14,208 shares; 2026Q1: not loaded; 2026Q2: 15,917 shares 15,917 $1.32M 0.11% 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; 2024Q3: restricted; 2024Q4: 12,534 shares; 2025Q1: 12,921 shares; 2025Q2: 13,989 shares; 2025Q3: 14,098 shares; 2025Q4: 13,875 shares; 2026Q1: not loaded; 2026Q2: 14,190 shares 14,190 $1.3M 0.11% Timeline VSS 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; 2024Q3: restricted; 2024Q4: 14,418 shares; 2025Q1: 14,229 shares; 2025Q2: 11,173 shares; 2025Q3: 9,496 shares; 2025Q4: 9,039 shares; 2026Q1: not loaded; 2026Q2: 8,341 shares 8,341 $1.29M 0.11% Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,217 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,217 shares; 2025Q4: 3,219 shares; 2026Q1: not loaded; 2026Q2: 3,219 shares 3,219 $1.27M 0.11% Timeline VPL 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; 2024Q3: restricted; 2024Q4: 18,366 shares; 2025Q1: 17,980 shares; 2025Q2: 12,260 shares; 2025Q3: 11,669 shares; 2025Q4: 11,279 shares; 2026Q1: not loaded; 2026Q2: 10,893 shares 10,893 $1.26M 0.11% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: not loaded; 2026Q2: 2,895 shares 2,895 $1.25M 0.11% 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; 2024Q3: restricted; 2024Q4: 14,443 shares; 2025Q1: 13,563 shares; 2025Q2: 13,918 shares; 2025Q3: 13,956 shares; 2025Q4: 14,601 shares; 2026Q1: not loaded; 2026Q2: 10,050 shares 10,050 $1.25M 0.11% 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; 2024Q3: restricted; 2024Q4: 9,643 shares; 2025Q1: 9,104 shares; 2025Q2: 9,104 shares; 2025Q3: 8,836 shares; 2025Q4: 8,286 shares; 2026Q1: not loaded; 2026Q2: 8,593 shares 8,593 $1.24M 0.1% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,269 shares; 2025Q1: 2,998 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 3,112 shares; 2026Q1: not loaded; 2026Q2: 8,273 shares 8,273 $1.23M 0.1% Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,534 shares; 2025Q1: 4,825 shares; 2025Q2: 4,708 shares; 2025Q3: 4,729 shares; 2025Q4: 4,839 shares; 2026Q1: not loaded; 2026Q2: 6,301 shares 6,301 $1.23M 0.1% 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; 2024Q3: restricted; 2024Q4: 8,125 shares; 2025Q1: 8,123 shares; 2025Q2: 7,737 shares; 2025Q3: 7,699 shares; 2025Q4: 7,487 shares; 2026Q1: not loaded; 2026Q2: 7,358 shares 7,358 $1.18M 0.1% Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,937 shares; 2025Q1: 5,241 shares; 2025Q2: 4,485 shares; 2025Q3: 4,483 shares; 2025Q4: 4,291 shares; 2026Q1: not loaded; 2026Q2: 3,540 shares 3,540 $1.17M 0.1% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 6,168 shares 6,168 $1.16M 0.1% Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,211 shares; 2025Q1: 21,435 shares; 2025Q2: 19,508 shares; 2025Q3: 18,855 shares; 2025Q4: 17,315 shares; 2026Q1: not loaded; 2026Q2: 26,852 shares 26,852 $1.16M 0.1% Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 141,360 shares; 2025Q1: 132,413 shares; 2025Q2: 64,408 shares; 2025Q3: 64,105 shares; 2025Q4: 93,768 shares; 2026Q1: not loaded; 2026Q2: 37,814 shares 37,814 $1.15M 0.1% 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; 2024Q3: restricted; 2024Q4: 9,991 shares; 2025Q1: 10,679 shares; 2025Q2: 11,102 shares; 2025Q3: 11,196 shares; 2025Q4: 11,175 shares; 2026Q1: not loaded; 2026Q2: 12,031 shares 12,031 $1.15M 0.1% Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 23,825 shares 23,825 $1.14M 0.1% 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; 2024Q3: restricted; 2024Q4: 1,073 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not loaded; 2026Q2: 1,000 shares 1,000 $1.13M 0.1% 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; 2024Q3: restricted; 2024Q4: 59,359 shares; 2025Q1: 58,028 shares; 2025Q2: 56,940 shares; 2025Q3: 53,198 shares; 2025Q4: 53,131 shares; 2026Q1: not loaded; 2026Q2: 52,241 shares 52,241 $1.08M 0.09% Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 77,822 shares; 2025Q1: 77,757 shares; 2025Q2: 63,807 shares; 2025Q3: 61,792 shares; 2025Q4: 60,412 shares; 2026Q1: not loaded; 2026Q2: 52,087 shares 52,087 $1.08M 0.09% Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,883 shares; 2025Q1: 7,373 shares; 2025Q2: 8,582 shares; 2025Q3: 12,557 shares; 2025Q4: 10,552 shares; 2026Q1: not loaded; 2026Q2: 5,233 shares 5,233 $1.07M 0.09% 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; 2024Q3: restricted; 2024Q4: 3,515 shares; 2025Q1: 3,374 shares; 2025Q2: 3,306 shares; 2025Q3: 4,329 shares; 2025Q4: 4,028 shares; 2026Q1: not loaded; 2026Q2: 2,881 shares 2,881 $1.07M 0.09% 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; 2024Q3: restricted; 2024Q4: 1,243 shares; 2025Q1: 1,293 shares; 2025Q2: 17,491 shares; 2025Q3: 16,525 shares; 2025Q4: 13,885 shares; 2026Q1: not loaded; 2026Q2: 11,482 shares 11,482 $1.06M 0.09% 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; 2024Q3: restricted; 2024Q4: 1,946 shares; 2025Q1: 4,754 shares; 2025Q2: 4,854 shares; 2025Q3: 4,370 shares; 2025Q4: 4,345 shares; 2026Q1: not loaded; 2026Q2: 4,307 shares 4,307 $1.02M 0.09% Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,806 shares; 2025Q1: 7,473 shares; 2025Q2: 6,760 shares; 2025Q3: 7,536 shares; 2025Q4: 7,008 shares; 2026Q1: not loaded; 2026Q2: 4,610 shares 4,610 $1.01M 0.08% Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,906 shares; 2025Q1: 9,066 shares; 2025Q2: 8,982 shares; 2025Q3: 9,125 shares; 2025Q4: 8,294 shares; 2026Q1: not loaded; 2026Q2: 7,315 shares 7,315 $991K 0.08% Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,906 shares; 2025Q1: 12,244 shares; 2025Q2: 12,684 shares; 2025Q3: 12,464 shares; 2025Q4: 11,648 shares; 2026Q1: not loaded; 2026Q2: 11,693 shares 11,693 $977K 0.08% 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; 2024Q3: restricted; 2024Q4: 3,162 shares; 2025Q1: 3,908 shares; 2025Q2: 5,174 shares; 2025Q3: 4,181 shares; 2025Q4: 3,876 shares; 2026Q1: not loaded; 2026Q2: 3,398 shares 3,398 $955K 0.08% 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; 2024Q3: restricted; 2024Q4: 4,678 shares; 2025Q1: 4,434 shares; 2025Q2: 4,416 shares; 2025Q3: 4,362 shares; 2025Q4: 4,033 shares; 2026Q1: not loaded; 2026Q2: 3,876 shares 3,876 $942K 0.08% Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,250 shares; 2025Q1: 11,884 shares; 2025Q2: 11,789 shares; 2025Q3: 11,807 shares; 2025Q4: 11,603 shares; 2026Q1: not loaded; 2026Q2: 11,842 shares 11,842 $926K 0.08% 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; 2024Q3: restricted; 2024Q4: 7,384 shares; 2025Q1: 8,359 shares; 2025Q2: 8,242 shares; 2025Q3: 8,261 shares; 2025Q4: 7,662 shares; 2026Q1: not loaded; 2026Q2: 10,029 shares 10,029 $920K 0.08% Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,021 shares; 2025Q1: 35,159 shares; 2025Q2: 37,116 shares; 2025Q3: 37,141 shares; 2025Q4: 38,231 shares; 2026Q1: not loaded; 2026Q2: 38,092 shares 38,092 $919K 0.08% Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 33,100 shares; 2026Q1: not loaded; 2026Q2: 33,100 shares 33,100 $914K 0.08% 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; 2024Q3: restricted; 2024Q4: 6,862 shares; 2025Q1: 12,430 shares; 2025Q2: 20,817 shares; 2025Q3: 31,450 shares; 2025Q4: 24,421 shares; 2026Q1: not loaded; 2026Q2: 8,461 shares 8,461 $910K 0.08% Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 27,839 shares 27,839 $907K 0.08% Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,637 shares; 2025Q1: 19,987 shares; 2025Q2: 19,306 shares; 2025Q3: 19,184 shares; 2025Q4: 19,184 shares; 2026Q1: not loaded; 2026Q2: 19,034 shares 19,034 $905K 0.08% 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; 2024Q3: restricted; 2024Q4: 3,439 shares; 2025Q1: 3,302 shares; 2025Q2: 3,286 shares; 2025Q3: 3,312 shares; 2025Q4: 3,287 shares; 2026Q1: not loaded; 2026Q2: 3,674 shares 3,674 $873K 0.07% 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; 2024Q3: restricted; 2024Q4: 8,076 shares; 2025Q1: 8,136 shares; 2025Q2: 8,136 shares; 2025Q3: 8,136 shares; 2025Q4: 7,579 shares; 2026Q1: not loaded; 2026Q2: 7,579 shares 7,579 $871K 0.07% 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; 2024Q3: restricted; 2024Q4: 10,442 shares; 2025Q1: 9,627 shares; 2025Q2: 8,853 shares; 2025Q3: 8,396 shares; 2025Q4: 7,957 shares; 2026Q1: not loaded; 2026Q2: 7,804 shares 7,804 $842K 0.07% 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; 2024Q3: restricted; 2024Q4: 4,022 shares; 2025Q1: 3,434 shares; 2025Q2: 3,197 shares; 2025Q3: 3,153 shares; 2025Q4: 3,047 shares; 2026Q1: not loaded; 2026Q2: 2,891 shares 2,891 $840K 0.07% Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 5,840 shares 5,840 $832K 0.07% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,075 shares; 2025Q1: 7,504 shares; 2025Q2: 9,711 shares; 2025Q3: 9,713 shares; 2025Q4: 9,549 shares; 2026Q1: not loaded; 2026Q2: 8,053 shares 8,053 $823K 0.07% 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; 2024Q3: restricted; 2024Q4: 5,056 shares; 2025Q1: 4,933 shares; 2025Q2: 4,842 shares; 2025Q3: 4,838 shares; 2025Q4: 5,538 shares; 2026Q1: not loaded; 2026Q2: 4,920 shares 4,920 $820K 0.07% Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,038 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 4,838 shares; 2025Q4: 4,838 shares; 2026Q1: not loaded; 2026Q2: 4,838 shares 4,838 $796K 0.07% Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,048 shares; 2025Q1: 3,723 shares; 2025Q2: 3,691 shares; 2025Q3: 3,693 shares; 2025Q4: 2,778 shares; 2026Q1: not loaded; 2026Q2: 1,395 shares 1,395 $781K 0.07% 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; 2024Q3: restricted; 2024Q4: 9,357 shares; 2025Q1: 9,916 shares; 2025Q2: 8,616 shares; 2025Q3: 8,616 shares; 2025Q4: 8,516 shares; 2026Q1: not loaded; 2026Q2: 8,516 shares 8,516 $777K 0.07% Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,102 shares; 2025Q1: 12,106 shares; 2025Q2: 11,866 shares; 2025Q3: 11,906 shares; 2025Q4: 10,951 shares; 2026Q1: not loaded; 2026Q2: 9,460 shares 9,460 $746K 0.06% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,373 shares; 2025Q1: 11,945 shares; 2025Q2: 11,936 shares; 2025Q3: 9,804 shares; 2025Q4: 8,514 shares; 2026Q1: not loaded; 2026Q2: 6,416 shares 6,416 $733K 0.06% 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; 2024Q3: restricted; 2024Q4: 3,682 shares; 2025Q1: 3,299 shares; 2025Q2: 2,477 shares; 2025Q3: 2,324 shares; 2025Q4: 1,993 shares; 2026Q1: not loaded; 2026Q2: 1,695 shares 1,695 $704K 0.06% 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; 2024Q3: restricted; 2024Q4: 5,912 shares; 2025Q1: 5,972 shares; 2025Q2: 5,872 shares; 2025Q3: 5,656 shares; 2025Q4: 5,514 shares; 2026Q1: not loaded; 2026Q2: 5,547 shares 5,547 $701K 0.06% Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,794 shares; 2025Q2: 6,636 shares; 2025Q3: 6,632 shares; 2025Q4: 6,175 shares; 2026Q1: not loaded; 2026Q2: 6,429 shares 6,429 $688K 0.06% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,267 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 5,398 shares; 2025Q4: 4,887 shares; 2026Q1: not loaded; 2026Q2: 4,887 shares 4,887 $672K 0.06% Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,312 shares; 2025Q1: 4,072 shares; 2025Q2: 3,947 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares; 2026Q1: not loaded; 2026Q2: 3,947 shares 3,947 $669K 0.06% Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,892 shares; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: 2,892 shares; 2025Q4: 2,896 shares; 2026Q1: not loaded; 2026Q2: 2,896 shares 2,896 $641K 0.05% 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; 2024Q3: restricted; 2024Q4: 4,064 shares; 2025Q1: 4,058 shares; 2025Q2: 4,046 shares; 2025Q3: 3,962 shares; 2025Q4: 3,840 shares; 2026Q1: not loaded; 2026Q2: 4,218 shares 4,218 $638K 0.05% Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,187 shares; 2025Q1: 5,390 shares; 2025Q2: 5,959 shares; 2025Q3: 5,296 shares; 2025Q4: 4,040 shares; 2026Q1: not loaded; 2026Q2: 4,788 shares 4,788 $625K 0.05% Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,525 shares; 2026Q1: not loaded; 2026Q2: 1,525 shares 1,525 $624K 0.05% Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,906 shares; 2025Q1: 2,906 shares; 2025Q2: 2,906 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares; 2026Q1: not loaded; 2026Q2: 2,916 shares 2,916 $621K 0.05% 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; 2024Q3: restricted; 2024Q4: 1,174 shares; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares; 2026Q1: not loaded; 2026Q2: 1,654 shares 1,654 $612K 0.05% Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,027 shares; 2025Q4: 2,221 shares; 2026Q1: not loaded; 2026Q2: 2,740 shares 2,740 $610K 0.05% 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; 2024Q3: restricted; 2024Q4: 3,064 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 2,910 shares; 2025Q4: 1,669 shares; 2026Q1: not loaded; 2026Q2: 1,495 shares 1,495 $609K 0.05% 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; 2024Q3: restricted; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,072 shares; 2025Q4: 1,956 shares; 2026Q1: not loaded; 2026Q2: 2,744 shares 2,744 $598K 0.05% Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,512 shares; 2025Q1: 6,979 shares; 2025Q2: 6,217 shares; 2025Q3: 6,171 shares; 2025Q4: 5,447 shares; 2026Q1: not loaded; 2026Q2: 5,447 shares 5,447 $596K 0.05% Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: not loaded; 2026Q2: 960 shares 960 $592K 0.05% Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 22,780 shares 22,780 $592K 0.05% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,834 shares; 2025Q4: 1,734 shares; 2026Q1: not loaded; 2026Q2: 1,506 shares 1,506 $582K 0.05% Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,210 shares; 2025Q1: 11,922 shares; 2025Q2: 9,596 shares; 2025Q3: 10,582 shares; 2025Q4: 10,747 shares; 2026Q1: not loaded; 2026Q2: 11,065 shares 11,065 $560K 0.05% Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,349 shares; 2025Q1: 8,349 shares; 2025Q2: 7,481 shares; 2025Q3: 7,393 shares; 2025Q4: 7,393 shares; 2026Q1: not loaded; 2026Q2: 7,217 shares 7,217 $549K 0.05% Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,825 shares; 2026Q1: not loaded; 2026Q2: 19,825 shares 19,825 $544K 0.05% Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,346 shares; 2025Q1: 5,333 shares; 2025Q2: 5,121 shares; 2025Q3: 4,868 shares; 2025Q4: 4,016 shares; 2026Q1: not loaded; 2026Q2: 3,522 shares 3,522 $543K 0.05% Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,953 shares; 2025Q1: 11,953 shares; 2025Q2: 22,057 shares; 2025Q3: 22,057 shares; 2025Q4: 12,844 shares; 2026Q1: not loaded; 2026Q2: 10,828 shares 10,828 $520K 0.04% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,628 shares 2,628 $519K 0.04% 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; 2024Q3: restricted; 2024Q4: 3,383 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,891 shares; 2026Q1: not loaded; 2026Q2: 3,257 shares 3,257 $515K 0.04% Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,274 shares; 2025Q1: 7,472 shares; 2025Q2: 10,244 shares; 2025Q3: 10,155 shares; 2025Q4: 10,524 shares; 2026Q1: not loaded; 2026Q2: 10,888 shares 10,888 $511K 0.04% Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 1,055 shares; 2025Q4: 1,043 shares; 2026Q1: not loaded; 2026Q2: 971 shares 971 $511K 0.04% Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,672 shares; 2025Q1: 3,556 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares; 2026Q1: not loaded; 2026Q2: 3,556 shares 3,556 $500K 0.04% Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,286 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares; 2026Q1: not loaded; 2026Q2: 2,186 shares 2,186 $490K 0.04% Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,390 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,415 shares; 2025Q4: 2,253 shares; 2026Q1: not loaded; 2026Q2: 2,142 shares 2,142 $486K 0.04% Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,448 shares 1,448 $483K 0.04% Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,900 shares; 2025Q1: 18,282 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,900 shares; 2026Q1: not loaded; 2026Q2: 16,608 shares 16,608 $481K 0.04% 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; 2024Q3: restricted; 2024Q4: 7,254 shares; 2025Q1: 7,389 shares; 2025Q2: 7,089 shares; 2025Q3: 6,994 shares; 2025Q4: 6,574 shares; 2026Q1: not loaded; 2026Q2: 6,669 shares 6,669 $480K 0.04% Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 965 shares; 2025Q1: 962 shares; 2025Q2: 935 shares; 2025Q3: 923 shares; 2025Q4: 925 shares; 2026Q1: not loaded; 2026Q2: 5,604 shares 5,604 $463K 0.04% Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,493 shares; 2025Q1: 18,942 shares; 2025Q2: 17,637 shares; 2025Q3: 15,815 shares; 2025Q4: 14,785 shares; 2026Q1: not loaded; 2026Q2: 11,241 shares 11,241 $461K 0.04% 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; 2024Q3: restricted; 2024Q4: 71,529 shares; 2025Q1: 41,372 shares; 2025Q2: 32,811 shares; 2025Q3: 27,036 shares; 2025Q4: 21,803 shares; 2026Q1: not loaded; 2026Q2: 18,780 shares 18,780 $461K 0.04% Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,398 shares; 2025Q1: 5,398 shares; 2025Q2: 14,971 shares; 2025Q3: 14,505 shares; 2025Q4: 14,563 shares; 2026Q1: not loaded; 2026Q2: 5,023 shares 5,023 $455K 0.04% 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; 2024Q3: restricted; 2024Q4: 2,586 shares; 2025Q1: 2,550 shares; 2025Q2: 2,250 shares; 2025Q3: 2,253 shares; 2025Q4: 1,924 shares; 2026Q1: not loaded; 2026Q2: 2,002 shares 2,002 $446K 0.04% Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,314 shares; 2025Q1: 1,100 shares; 2025Q2: 1,173 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: not loaded; 2026Q2: 1,027 shares 1,027 $432K 0.04% Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26,067 shares; 2025Q2: 35,064 shares; 2025Q3: 34,648 shares; 2025Q4: 34,084 shares; 2026Q1: not loaded; 2026Q2: 7,735 shares 7,735 $429K 0.04% Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,265 shares; 2025Q1: 6,078 shares; 2025Q2: 5,666 shares; 2025Q3: 3,590 shares; 2025Q4: 3,541 shares; 2026Q1: not loaded; 2026Q2: 2,936 shares 2,936 $420K 0.04% Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 657 shares; 2025Q3: not reported; 2025Q4: 642 shares; 2026Q1: not loaded; 2026Q2: 1,109 shares 1,109 $416K 0.04% 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; 2024Q3: restricted; 2024Q4: 30,655 shares; 2025Q1: 30,576 shares; 2025Q2: 31,774 shares; 2025Q3: 32,129 shares; 2025Q4: 31,603 shares; 2026Q1: not loaded; 2026Q2: 8,308 shares 8,308 $414K 0.03% Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,249 shares; 2026Q1: not loaded; 2026Q2: 4,249 shares 4,249 $410K 0.03% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: not loaded; 2026Q2: 2,600 shares 2,600 $403K 0.03% 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; 2024Q3: restricted; 2024Q4: 729 shares; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: not loaded; 2026Q2: 560 shares 560 $403K 0.03% 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; 2024Q3: restricted; 2024Q4: 14,063 shares; 2025Q1: 13,917 shares; 2025Q2: 16,917 shares; 2025Q3: 16,591 shares; 2025Q4: 14,236 shares; 2026Q1: not loaded; 2026Q2: 11,423 shares 11,423 $398K 0.03% Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,343 shares; 2025Q1: 3,150 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 1,601 shares; 2026Q1: not loaded; 2026Q2: 1,601 shares 1,601 $387K 0.03% Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,277 shares; 2026Q1: not loaded; 2026Q2: 1,014 shares 1,014 $384K 0.03% Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,919 shares; 2025Q1: 3,919 shares; 2025Q2: 4,298 shares; 2025Q3: 4,347 shares; 2025Q4: 4,185 shares; 2026Q1: not loaded; 2026Q2: 4,184 shares 4,184 $354K 0.03% Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,720 shares; 2025Q3: 4,296 shares; 2025Q4: 4,296 shares; 2026Q1: not loaded; 2026Q2: 4,296 shares 4,296 $350K 0.03% Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,877 shares; 2025Q1: 4,836 shares; 2025Q2: 4,628 shares; 2025Q3: 4,534 shares; 2025Q4: 4,248 shares; 2026Q1: not loaded; 2026Q2: 4,112 shares 4,112 $348K 0.03% 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; 2024Q3: restricted; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares; 2025Q2: 2,887 shares; 2025Q3: 2,887 shares; 2025Q4: 2,887 shares; 2026Q1: not loaded; 2026Q2: 2,737 shares 2,737 $337K 0.03% Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,936 shares; 2025Q1: 9,936 shares; 2025Q2: 9,936 shares; 2025Q3: 9,936 shares; 2025Q4: 9,936 shares; 2026Q1: not loaded; 2026Q2: 9,936 shares 9,936 $336K 0.03% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,853 shares; 2025Q2: 2,253 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: not loaded; 2026Q2: 3,003 shares 3,003 $332K 0.03% Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,574 shares; 2025Q1: 4,574 shares; 2025Q2: 4,519 shares; 2025Q3: 4,659 shares; 2025Q4: 4,421 shares; 2026Q1: not loaded; 2026Q2: 4,338 shares 4,338 $332K 0.03% Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,876 shares; 2025Q2: 7,076 shares; 2025Q3: 7,225 shares; 2025Q4: 7,076 shares; 2026Q1: not loaded; 2026Q2: 7,076 shares 7,076 $330K 0.03% Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,114 shares; 2025Q3: 1,088 shares; 2025Q4: 1,212 shares; 2026Q1: not loaded; 2026Q2: 1,176 shares 1,176 $328K 0.03% Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,252 shares; 2025Q1: 11,952 shares; 2025Q2: 11,939 shares; 2025Q3: 11,844 shares; 2025Q4: 11,854 shares; 2026Q1: not loaded; 2026Q2: 12,284 shares 12,284 $326K 0.03% 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; 2024Q3: restricted; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 748 shares; 2025Q4: 1,796 shares; 2026Q1: not loaded; 2026Q2: 799 shares 799 $318K 0.03% Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,009 shares; 2025Q1: not reported; 2025Q2: 4,009 shares; 2025Q3: 3,409 shares; 2025Q4: 3,112 shares; 2026Q1: not loaded; 2026Q2: 3,112 shares 3,112 $317K 0.03% Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,162 shares; 2025Q1: 5,962 shares; 2025Q2: 5,962 shares; 2025Q3: 6,093 shares; 2025Q4: 5,962 shares; 2026Q1: not loaded; 2026Q2: 5,962 shares 5,962 $313K 0.03% Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,336 shares; 2025Q1: 2,241 shares; 2025Q2: 2,240 shares; 2025Q3: 1,806 shares; 2025Q4: 1,535 shares; 2026Q1: not loaded; 2026Q2: 1,388 shares 1,388 $307K 0.03% 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; 2024Q3: restricted; 2024Q4: 4,263 shares; 2025Q1: 4,737 shares; 2025Q2: 5,949 shares; 2025Q3: 5,950 shares; 2025Q4: 3,846 shares; 2026Q1: not loaded; 2026Q2: 1,133 shares 1,133 $306K 0.03% Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 4,068 shares 4,068 $301K 0.03% Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,630 shares; 2025Q1: 3,630 shares; 2025Q2: 3,616 shares; 2025Q3: 3,616 shares; 2025Q4: 3,616 shares; 2026Q1: not loaded; 2026Q2: 3,584 shares 3,584 $295K 0.02% Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: not loaded; 2026Q2: 3,000 shares 3,000 $295K 0.02% Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,618 shares; 2025Q1: 1,267 shares; 2025Q2: 1,186 shares; 2025Q3: 1,177 shares; 2025Q4: 640 shares; 2026Q1: not loaded; 2026Q2: 355 shares 355 $295K 0.02% 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; 2024Q3: restricted; 2024Q4: 8,942 shares; 2025Q1: 8,138 shares; 2025Q2: 8,138 shares; 2025Q3: 3,930 shares; 2025Q4: 3,922 shares; 2026Q1: not loaded; 2026Q2: 5,767 shares 5,767 $291K 0.02% Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 3,065 shares 3,065 $286K 0.02% Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,728 shares 2,728 $284K 0.02% Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,387 shares 2,387 $282K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,075 shares 1,075 $280K 0.02% Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,003 shares; 2025Q1: 6,865 shares; 2025Q2: 4,682 shares; 2025Q3: 4,843 shares; 2025Q4: 4,638 shares; 2026Q1: not loaded; 2026Q2: 4,550 shares 4,550 $275K 0.02% Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares; 2026Q1: not loaded; 2026Q2: 13,950 shares 13,950 $264K 0.02% 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; 2024Q3: restricted; 2024Q4: 5,512 shares; 2025Q1: 5,512 shares; 2025Q2: 4,750 shares; 2025Q3: not reported; 2025Q4: 4,183 shares; 2026Q1: not loaded; 2026Q2: 4,183 shares 4,183 $263K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,370 shares 1,370 $261K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,937 shares 2,937 $251K 0.02% Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 552 shares 552 $246K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 6,630 shares 6,630 $244K 0.02% Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,475 shares; 2025Q1: 3,452 shares; 2025Q2: 3,270 shares; 2025Q3: 3,261 shares; 2025Q4: 3,133 shares; 2026Q1: not loaded; 2026Q2: 1,973 shares 1,973 $243K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,703 shares 2,703 $235K 0.02% Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,854 shares; 2025Q4: 2,854 shares; 2026Q1: not loaded; 2026Q2: 2,854 shares 2,854 $234K 0.02% Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,723 shares; 2026Q1: not loaded; 2026Q2: 8,723 shares 8,723 $230K 0.02% 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; 2024Q3: restricted; 2024Q4: 12,800 shares; 2025Q1: 12,546 shares; 2025Q2: 21,478 shares; 2025Q3: 18,144 shares; 2025Q4: 8,851 shares; 2026Q1: not loaded; 2026Q2: 8,331 shares 8,331 $228K 0.02% Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 8,100 shares 8,100 $227K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 651 shares; 2025Q4: 646 shares; 2026Q1: not loaded; 2026Q2: 611 shares 611 $225K 0.02% Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: not loaded; 2026Q2: 941 shares 941 $224K 0.02% Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: not loaded; 2026Q2: 4,150 shares 4,150 $221K 0.02% Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,925 shares; 2025Q3: 2,922 shares; 2025Q4: 2,847 shares; 2026Q1: not loaded; 2026Q2: 2,816 shares 2,816 $218K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 3,040 shares 3,040 $217K 0.02% Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 6,556 shares 6,556 $216K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 505 shares; 2025Q4: 430 shares; 2026Q1: not loaded; 2026Q2: 417 shares 417 $212K 0.02% Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 427 shares 427 $212K 0.02% Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 4,641 shares 4,641 $209K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 3,682 shares 3,682 $208K 0.02% Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,988 shares; 2025Q4: 3,874 shares; 2026Q1: not loaded; 2026Q2: 3,286 shares 3,286 $206K 0.02% Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 394 shares 394 $206K 0.02% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,596 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,703 shares 1,703 $200K 0.02% Timeline