AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,621 shares; 2024Q4: 27,970 shares; 2025Q1: 31,723 shares; 2025Q2: 41,880 shares; 2025Q3: 45,176 shares; 2025Q4: 47,435 shares; 2026Q1: 49,456 shares 49,456 $12.6M 3.21% +2,021 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,716 shares; 2024Q4: 33,386 shares; 2025Q1: 38,686 shares; 2025Q2: 44,705 shares; 2025Q3: 49,066 shares; 2025Q4: 53,839 shares; 2026Q1: 54,694 shares 54,694 $9.54M 2.44% +855 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,218 shares; 2024Q4: 14,948 shares; 2025Q1: 17,239 shares; 2025Q2: 20,089 shares; 2025Q3: 22,371 shares; 2025Q4: 24,186 shares; 2026Q1: 24,444 shares 24,444 $9.05M 2.31% +258 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,474 shares; 2024Q4: 37,681 shares; 2025Q1: 38,357 shares; 2025Q2: 43,331 shares; 2025Q3: 44,513 shares; 2025Q4: 111,994 shares; 2026Q1: 132,570 shares 132,570 $6.05M 1.55% +20,576 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,829 shares; 2024Q4: 54 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 776 shares; 2025Q4: 24,132 shares; 2026Q1: 30,513 shares 30,513 $5.99M 1.53% +6,381 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,805 shares; 2024Q4: 6,512 shares; 2025Q1: 11,125 shares; 2025Q2: 15,403 shares; 2025Q3: 17,035 shares; 2025Q4: 18,349 shares; 2026Q1: 19,275 shares 19,275 $5.53M 1.41% +926 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,967 shares; 2024Q4: 8,443 shares; 2025Q1: 747 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 58,351 shares; 2026Q1: 67,705 shares 67,705 $5.18M 1.32% +9,354 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,773 shares; 2024Q4: 1,891 shares; 2025Q1: 2,415 shares; 2025Q2: 1,961 shares; 2025Q3: 1,777 shares; 2025Q4: 36,665 shares; 2026Q1: 38,383 shares 38,383 $5.1M 1.3% +1,718 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,931 shares; 2024Q4: 11,966 shares; 2025Q1: 14,288 shares; 2025Q2: 18,021 shares; 2025Q3: 20,578 shares; 2025Q4: 23,397 shares; 2026Q1: 23,699 shares 23,699 $4.94M 1.26% +302 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,657 shares; 2024Q4: 11,686 shares; 2025Q1: 11,791 shares; 2025Q2: 12,946 shares; 2025Q3: 14,546 shares; 2025Q4: 15,736 shares; 2026Q1: 16,755 shares 16,755 $4.82M 1.23% +1,019 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,915 shares; 2024Q4: 43,271 shares; 2025Q1: 47,349 shares; 2025Q2: 53,789 shares; 2025Q3: 52,956 shares; 2025Q4: 53,886 shares; 2026Q1: 48,811 shares 48,811 $4.78M 1.22% -5,075 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,797 shares; 2024Q4: 7,588 shares; 2025Q1: 6,469 shares; 2025Q2: 9,627 shares; 2025Q3: 8,487 shares; 2025Q4: 52,579 shares; 2026Q1: 61,091 shares 61,091 $4.54M 1.16% +8,512 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,936 shares; 2024Q4: 11,541 shares; 2025Q1: 11,538 shares; 2025Q2: 13,059 shares; 2025Q3: 13,399 shares; 2025Q4: 13,554 shares; 2026Q1: 14,015 shares 14,015 $4.34M 1.11% +461 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,960 shares; 2024Q4: 4,351 shares; 2025Q1: 2,443 shares; 2025Q2: 2,481 shares; 2025Q3: 425 shares; 2025Q4: 26,603 shares; 2026Q1: 38,139 shares 38,139 $4.25M 1.08% +11,536 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,487 shares; 2024Q4: 2,387 shares; 2025Q1: 2,180 shares; 2025Q2: 1,107 shares; 2025Q3: 1,763 shares; 2025Q4: 5,550 shares; 2026Q1: 6,439 shares 6,439 $4.21M 1.07% +889 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,078 shares; 2024Q4: 57,050 shares; 2025Q1: 58,391 shares; 2025Q2: 66,725 shares; 2025Q3: 67,906 shares; 2025Q4: 71,235 shares; 2026Q1: 73,354 shares 73,354 $4.15M 1.06% +2,119 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,551 shares; 2024Q4: 2,375 shares; 2025Q1: 2,365 shares; 2025Q2: 2,325 shares; 2025Q3: 1,838 shares; 2025Q4: 80,304 shares; 2026Q1: 83,465 shares 83,465 $4.12M 1.05% +3,161 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: 16,771 shares; 2026Q1: 20,130 shares 20,130 $3.71M 0.95% +3,359 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,586 shares; 2024Q4: 5,203 shares; 2025Q1: 10,383 shares; 2025Q2: 10,267 shares; 2025Q3: 9,529 shares; 2025Q4: 34,800 shares; 2026Q1: 43,531 shares 43,531 $3.68M 0.94% +8,731 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,703 shares; 2024Q4: 108 shares; 2025Q1: 835 shares; 2025Q2: 106 shares; 2025Q3: 102 shares; 2025Q4: 50,242 shares; 2026Q1: 48,703 shares 48,703 $3.66M 0.93% -1,539 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 23 shares; 2025Q1: 129 shares; 2025Q2: 23 shares; 2025Q3: 20 shares; 2025Q4: 10,616 shares; 2026Q1: 51,082 shares 51,082 $3.59M 0.92% +40,466 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 73 shares; 2025Q1: 138 shares; 2025Q2: 71 shares; 2025Q3: 75 shares; 2025Q4: 29,116 shares; 2026Q1: 29,872 shares 29,872 $3.54M 0.9% +756 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,482 shares; 2024Q4: 2,770 shares; 2025Q1: 4,125 shares; 2025Q2: 5,167 shares; 2025Q3: 5,559 shares; 2025Q4: 5,704 shares; 2026Q1: 6,066 shares 6,066 $3.47M 0.89% +362 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 15,324 shares; 2025Q1: 15,278 shares; 2025Q2: 15,308 shares; 2025Q3: 15,337 shares; 2025Q4: 15,494 shares; 2026Q1: 13,763 shares 13,763 $3.45M 0.88% -1,731 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,112 shares; 2024Q4: not reported; 2025Q1: 4,232 shares; 2025Q2: 6,028 shares; 2025Q3: 6,028 shares; 2025Q4: 59,332 shares; 2026Q1: 77,850 shares 77,850 $3.06M 0.78% +18,518 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 5,666 shares; 2025Q3: 5,666 shares; 2025Q4: 85,619 shares; 2026Q1: 116,229 shares 116,229 $3.05M 0.78% +30,610 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,662 shares; 2024Q4: 7,591 shares; 2025Q1: 8,578 shares; 2025Q2: 9,104 shares; 2025Q3: 9,619 shares; 2025Q4: 10,178 shares; 2026Q1: 10,340 shares 10,340 $3.04M 0.78% +162 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,282 shares; 2024Q4: 163,880 shares; 2025Q1: 157,220 shares; 2025Q2: 157,220 shares; 2025Q3: 157,220 shares; 2025Q4: 157,220 shares; 2026Q1: 157,220 shares 157,220 $3.03M 0.77% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,988 shares; 2024Q4: 284 shares; 2025Q1: 891 shares; 2025Q2: 299 shares; 2025Q3: 54 shares; 2025Q4: 27,618 shares; 2026Q1: 27,299 shares 27,299 $3.03M 0.77% -319 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,774 shares; 2024Q4: 86 shares; 2025Q1: 354 shares; 2025Q2: 289 shares; 2025Q3: 287 shares; 2025Q4: 4,930 shares; 2026Q1: 6,734 shares 6,734 $2.94M 0.75% +1,804 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 86 shares; 2025Q3: 90 shares; 2025Q4: 35,198 shares; 2026Q1: 36,068 shares 36,068 $2.86M 0.73% +870 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 8,493 shares; 2026Q1: 10,314 shares 10,314 $2.7M 0.69% +1,821 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,777 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares; 2026Q1: 10,344 shares 10,344 $2.66M 0.68% +2,744 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,000 shares; 2024Q4: 3,760 shares; 2025Q1: 9,259 shares; 2025Q2: 9,548 shares; 2025Q3: 10,527 shares; 2025Q4: 43,597 shares; 2026Q1: 57,615 shares 57,615 $2.65M 0.68% +14,018 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,949 shares; 2024Q4: 1,083 shares; 2025Q1: 1,822 shares; 2025Q2: 1,063 shares; 2025Q3: 631 shares; 2025Q4: 17,650 shares; 2026Q1: 17,738 shares 17,738 $2.6M 0.66% +88 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,826 shares; 2024Q4: 2,044 shares; 2025Q1: 2,244 shares; 2025Q2: 2,280 shares; 2025Q3: 2,310 shares; 2025Q4: 2,690 shares; 2026Q1: 2,800 shares 2,800 $2.58M 0.66% +110 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,416 shares; 2024Q4: 67,900 shares; 2025Q1: 67,900 shares; 2025Q2: 67,900 shares; 2025Q3: 67,900 shares; 2025Q4: 67,900 shares; 2026Q1: 68,036 shares 68,036 $2.57M 0.66% +136 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,414 shares; 2024Q4: 5,774 shares; 2025Q1: 6,995 shares; 2025Q2: 7,606 shares; 2025Q3: 7,826 shares; 2025Q4: 8,275 shares; 2026Q1: 8,332 shares 8,332 $2.52M 0.64% +57 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 2,679 shares; 2025Q1: 3,363 shares; 2025Q2: 3,786 shares; 2025Q3: 4,536 shares; 2025Q4: 4,665 shares; 2026Q1: 4,878 shares 4,878 $2.44M 0.62% +213 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,818 shares; 2025Q1: 20,477 shares; 2025Q2: 19,214 shares; 2025Q3: 18,741 shares; 2025Q4: 20,428 shares; 2026Q1: 20,672 shares 20,672 $2.42M 0.62% +244 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,440 shares; 2024Q4: 1,910 shares; 2025Q1: 3,058 shares; 2025Q2: 3,771 shares; 2025Q3: 4,688 shares; 2025Q4: 4,853 shares; 2026Q1: 4,737 shares 4,737 $2.27M 0.58% -116 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,511 shares; 2024Q4: 896 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 240 shares; 2025Q4: 31,355 shares; 2026Q1: 34,973 shares 34,973 $2.24M 0.57% +3,618 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,316 shares; 2024Q4: 26,966 shares; 2025Q1: 29,281 shares; 2025Q2: 29,920 shares; 2025Q3: 28,847 shares; 2025Q4: 29,629 shares; 2026Q1: 29,714 shares 29,714 $2.16M 0.55% +85 Timeline PBL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,306 shares; 2026Q1: 71,676 shares 71,676 $2.15M 0.55% +11,370 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,552 shares; 2024Q4: 1,757 shares; 2025Q1: 123 shares; 2025Q2: 284 shares; 2025Q3: 264 shares; 2025Q4: 24,287 shares; 2026Q1: 24,281 shares 24,281 $2.1M 0.54% -6 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,596 shares; 2024Q4: 7,702 shares; 2025Q1: 9,277 shares; 2025Q2: 10,182 shares; 2025Q3: 11,481 shares; 2025Q4: 11,660 shares; 2026Q1: 12,403 shares 12,403 $2.1M 0.54% +743 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,701 shares; 2024Q4: 907 shares; 2025Q1: 1,609 shares; 2025Q2: 918 shares; 2025Q3: 733 shares; 2025Q4: 27,477 shares; 2026Q1: 25,507 shares 25,507 $2.09M 0.53% -1,970 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,532 shares; 2025Q1: 33,318 shares; 2025Q2: 29,564 shares; 2025Q3: 41,070 shares; 2025Q4: 42,697 shares; 2026Q1: 45,037 shares 45,037 $2.08M 0.53% +2,340 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,204 shares; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 5,853 shares; 2025Q3: 5,853 shares; 2025Q4: 30,706 shares; 2026Q1: 36,128 shares 36,128 $2.01M 0.51% +5,422 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,052 shares; 2026Q1: 41,388 shares 41,388 $1.98M 0.51% +16,336 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 1,602 shares; 2025Q1: 4,127 shares; 2025Q2: 4,677 shares; 2025Q3: 5,499 shares; 2025Q4: 5,837 shares; 2026Q1: 5,844 shares 5,844 $1.98M 0.5% +7 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539,759 shares; 2024Q4: 3,304 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 17,932 shares; 2026Q1: 25,548 shares 25,548 $1.97M 0.5% +7,616 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654,777 shares; 2024Q4: not reported; 2025Q1: 5,229 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 32,265 shares; 2026Q1: 33,933 shares 33,933 $1.92M 0.49% +1,668 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,314 shares; 2024Q4: 817 shares; 2025Q1: 753 shares; 2025Q2: 762 shares; 2025Q3: 896 shares; 2025Q4: 31,007 shares; 2026Q1: 38,282 shares 38,282 $1.91M 0.49% +7,275 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 126 shares; 2025Q1: 140 shares; 2025Q2: 123 shares; 2025Q3: 125 shares; 2025Q4: 18,878 shares; 2026Q1: 19,360 shares 19,360 $1.85M 0.47% +482 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,455 shares; 2024Q4: 48,455 shares; 2025Q1: 46,680 shares; 2025Q2: 46,680 shares; 2025Q3: 46,680 shares; 2025Q4: 46,680 shares; 2026Q1: 43,655 shares 43,655 $1.8M 0.46% -3,025 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,870 shares; 2024Q4: 6,280 shares; 2025Q1: 6,901 shares; 2025Q2: 6,809 shares; 2025Q3: 7,062 shares; 2025Q4: 7,893 shares; 2026Q1: 8,141 shares 8,141 $1.77M 0.45% +248 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,412 shares; 2025Q1: 10,742 shares; 2025Q2: 11,015 shares; 2025Q3: 12,900 shares; 2025Q4: 32,513 shares; 2026Q1: 30,406 shares 30,406 $1.77M 0.45% -2,107 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,043 shares; 2024Q4: not reported; 2025Q1: 44,434 shares; 2025Q2: 43,089 shares; 2025Q3: 43,089 shares; 2025Q4: 44,085 shares; 2026Q1: 51,720 shares 51,720 $1.76M 0.45% +7,635 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,554 shares; 2024Q4: 1,056 shares; 2025Q1: 1,371 shares; 2025Q2: 1,472 shares; 2025Q3: 1,706 shares; 2025Q4: 1,695 shares; 2026Q1: 1,720 shares 1,720 $1.71M 0.44% +25 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,859 shares; 2024Q4: 2,488 shares; 2025Q1: 2,845 shares; 2025Q2: 3,350 shares; 2025Q3: 3,631 shares; 2025Q4: 4,228 shares; 2026Q1: 4,348 shares 4,348 $1.62M 0.41% +120 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,281 shares; 2024Q4: 10,301 shares; 2025Q1: 11,377 shares; 2025Q2: 12,474 shares; 2025Q3: 13,055 shares; 2025Q4: 12,337 shares; 2026Q1: 12,983 shares 12,983 $1.61M 0.41% +646 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 1,990 shares; 2025Q1: 2,760 shares; 2025Q2: 2,907 shares; 2025Q3: 3,130 shares; 2025Q4: 8,099 shares; 2026Q1: 7,620 shares 7,620 $1.61M 0.41% -479 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,217 shares; 2024Q4: 13,042 shares; 2025Q1: 13,343 shares; 2025Q2: 15,206 shares; 2025Q3: 15,445 shares; 2025Q4: 16,074 shares; 2026Q1: 16,521 shares 16,521 $1.59M 0.4% +447 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 6,293 shares; 2025Q1: 6,557 shares; 2025Q2: 7,314 shares; 2025Q3: 7,708 shares; 2025Q4: 8,748 shares; 2026Q1: 9,587 shares 9,587 $1.59M 0.4% +839 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,945 shares; 2024Q4: 3,851 shares; 2025Q1: 3,873 shares; 2025Q2: 4,019 shares; 2025Q3: 4,171 shares; 2025Q4: 3,604 shares; 2026Q1: 4,801 shares 4,801 $1.58M 0.4% +1,197 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,434 shares; 2024Q4: 7,365 shares; 2025Q1: 7,621 shares; 2025Q2: 7,108 shares; 2025Q3: 7,265 shares; 2025Q4: 14,342 shares; 2026Q1: 13,751 shares 13,751 $1.56M 0.4% -591 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,877 shares; 2024Q4: not reported; 2025Q1: 9,799 shares; 2025Q2: 36,202 shares; 2025Q3: 36,202 shares; 2025Q4: 36,818 shares; 2026Q1: 43,680 shares 43,680 $1.53M 0.39% +6,862 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,975 shares; 2026Q1: 56,432 shares 56,432 $1.51M 0.39% +12,457 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,871 shares; 2024Q4: 13,139 shares; 2025Q1: 12,672 shares; 2025Q2: 12,141 shares; 2025Q3: 12,204 shares; 2025Q4: 11,736 shares; 2026Q1: 11,828 shares 11,828 $1.49M 0.38% +92 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 3,489 shares; 2025Q1: 5,219 shares; 2025Q2: 9,053 shares; 2025Q3: 11,198 shares; 2025Q4: 21,693 shares; 2026Q1: 21,364 shares 21,364 $1.49M 0.38% -329 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 43 shares; 2025Q1: 83 shares; 2025Q2: 43 shares; 2025Q3: 45 shares; 2025Q4: 18,116 shares; 2026Q1: 17,742 shares 17,742 $1.47M 0.37% -374 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,233 shares; 2026Q1: 27,772 shares 27,772 $1.46M 0.37% +6,539 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,770 shares; 2024Q4: 126 shares; 2025Q1: 116 shares; 2025Q2: 75 shares; 2025Q3: 68 shares; 2025Q4: 12,005 shares; 2026Q1: 11,674 shares 11,674 $1.45M 0.37% -331 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; 2024Q2: restricted; 2024Q3: 162,748 shares; 2024Q4: 13,730 shares; 2025Q1: 13,978 shares; 2025Q2: 15,746 shares; 2025Q3: 15,879 shares; 2025Q4: 16,561 shares; 2026Q1: 16,949 shares 16,949 $1.44M 0.37% +388 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,407 shares; 2025Q1: 13,873 shares; 2025Q2: 15,489 shares; 2025Q3: 18,787 shares; 2025Q4: 24,095 shares; 2026Q1: 29,516 shares 29,516 $1.39M 0.35% +5,421 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,005 shares; 2024Q4: 519 shares; 2025Q1: 499 shares; 2025Q2: 602 shares; 2025Q3: not reported; 2025Q4: 13,692 shares; 2026Q1: 14,532 shares 14,532 $1.37M 0.35% +840 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,709 shares; 2024Q4: 4,300 shares; 2025Q1: 5,494 shares; 2025Q2: 5,186 shares; 2025Q3: 6,078 shares; 2025Q4: 5,846 shares; 2026Q1: 6,575 shares 6,575 $1.36M 0.35% +729 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 10,947 shares; 2026Q1: 26,751 shares 26,751 $1.35M 0.35% +15,804 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,058 shares; 2026Q1: 18,203 shares 18,203 $1.34M 0.34% +6,145 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,250 shares; 2024Q4: 2,312 shares; 2025Q1: 3,244 shares; 2025Q2: 3,418 shares; 2025Q3: 4,116 shares; 2025Q4: 4,644 shares; 2026Q1: 5,436 shares 5,436 $1.33M 0.34% +792 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,982 shares; 2024Q4: 3,665 shares; 2025Q1: 4,920 shares; 2025Q2: 5,027 shares; 2025Q3: 5,563 shares; 2025Q4: 5,957 shares; 2026Q1: 6,243 shares 6,243 $1.2M 0.31% +286 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,333 shares; 2024Q4: not reported; 2025Q1: 1,108 shares; 2025Q2: 583 shares; 2025Q3: 1,749 shares; 2025Q4: 26,665 shares; 2026Q1: 26,057 shares 26,057 $1.2M 0.31% -608 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 2,520 shares; 2025Q1: 2,974 shares; 2025Q2: 14,474 shares; 2025Q3: 15,608 shares; 2025Q4: 16,254 shares; 2026Q1: 16,612 shares 16,612 $1.19M 0.31% +358 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 465 shares; 2025Q1: 769 shares; 2025Q2: 732 shares; 2025Q3: 885 shares; 2025Q4: 894 shares; 2026Q1: 904 shares 904 $1.19M 0.31% +10 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,734 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,562 shares; 2026Q1: 26,061 shares 26,061 $1.17M 0.3% +499 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,492 shares; 2024Q4: 2,271 shares; 2025Q1: 2,478 shares; 2025Q2: 2,970 shares; 2025Q3: 3,021 shares; 2025Q4: 3,192 shares; 2026Q1: 3,137 shares 3,137 $1.12M 0.29% -55 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 1,865 shares; 2025Q1: 2,513 shares; 2025Q2: 2,563 shares; 2025Q3: 2,678 shares; 2025Q4: 2,619 shares; 2026Q1: 2,613 shares 2,613 $1.11M 0.28% -6 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,238 shares; 2024Q4: 529 shares; 2025Q1: 776 shares; 2025Q2: 567 shares; 2025Q3: 489 shares; 2025Q4: 10,576 shares; 2026Q1: 10,041 shares 10,041 $1.09M 0.28% -535 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,279 shares; 2026Q1: 33,984 shares 33,984 $1.08M 0.28% +4,705 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 2,621 shares; 2025Q1: 2,845 shares; 2025Q2: 2,942 shares; 2025Q3: 2,999 shares; 2025Q4: 3,182 shares; 2026Q1: 3,447 shares 3,447 $1.07M 0.27% +265 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,915 shares; 2026Q1: 6,214 shares 6,214 $1.05M 0.27% +299 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,835 shares; 2024Q4: 10,191 shares; 2025Q1: 13,230 shares; 2025Q2: 16,361 shares; 2025Q3: 19,547 shares; 2025Q4: 20,458 shares; 2026Q1: 21,084 shares 21,084 $1.03M 0.26% +626 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,971 shares; 2024Q4: 8,012 shares; 2025Q1: 9,126 shares; 2025Q2: 9,575 shares; 2025Q3: 9,842 shares; 2025Q4: 11,674 shares; 2026Q1: 13,243 shares 13,243 $1.03M 0.26% +1,569 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 261 shares; 2025Q1: 407 shares; 2025Q2: 431 shares; 2025Q3: 672 shares; 2025Q4: 657 shares; 2026Q1: 679 shares 679 $999K 0.26% +22 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,654 shares; 2026Q1: 8,420 shares 8,420 $998K 0.25% -234 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,677 shares; 2024Q4: 3,879 shares; 2025Q1: 4,515 shares; 2025Q2: 4,704 shares; 2025Q3: 5,325 shares; 2025Q4: 5,272 shares; 2026Q1: 6,131 shares 6,131 $979K 0.25% +859 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,968 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 8,598 shares; 2025Q4: 29,921 shares; 2026Q1: 31,410 shares 31,410 $964K 0.25% +1,489 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,021 shares; 2024Q4: 2,305 shares; 2025Q1: 2,561 shares; 2025Q2: 2,767 shares; 2025Q3: 3,213 shares; 2025Q4: 3,121 shares; 2026Q1: 3,390 shares 3,390 $962K 0.25% +269 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 1,047 shares; 2025Q1: 970 shares; 2025Q2: 1,009 shares; 2025Q3: 1,199 shares; 2025Q4: 1,250 shares; 2026Q1: 1,331 shares 1,331 $943K 0.24% +81 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,916 shares; 2024Q4: 8,151 shares; 2025Q1: 8,477 shares; 2025Q2: 8,735 shares; 2025Q3: 8,983 shares; 2025Q4: 9,970 shares; 2026Q1: 10,129 shares 10,129 $941K 0.24% +159 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,932 shares; 2025Q1: 4,659 shares; 2025Q2: 3,506 shares; 2025Q3: 3,200 shares; 2025Q4: 15,558 shares; 2026Q1: 17,182 shares 17,182 $924K 0.24% +1,624 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 217 shares; 2025Q2: 220 shares; 2025Q3: 1,519 shares; 2025Q4: 7,996 shares; 2026Q1: 6,409 shares 6,409 $906K 0.23% -1,587 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 663 shares; 2025Q1: 729 shares; 2025Q2: 827 shares; 2025Q3: 844 shares; 2025Q4: 9,253 shares; 2026Q1: 9,398 shares 9,398 $904K 0.23% +145 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 1,745 shares; 2025Q1: 1,749 shares; 2025Q2: 1,835 shares; 2025Q3: 1,871 shares; 2025Q4: 1,913 shares; 2026Q1: 2,035 shares 2,035 $883K 0.23% +122 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,311 shares; 2024Q4: 7,660 shares; 2025Q1: 8,980 shares; 2025Q2: 9,549 shares; 2025Q3: 10,011 shares; 2025Q4: 10,042 shares; 2026Q1: 8,604 shares 8,604 $883K 0.23% -1,438 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 4,759 shares; 2025Q1: 5,049 shares; 2025Q2: 5,339 shares; 2025Q3: 5,906 shares; 2025Q4: 5,457 shares; 2026Q1: 6,020 shares 6,020 $870K 0.22% +563 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,196 shares; 2024Q4: 561 shares; 2025Q1: 617 shares; 2025Q2: 714 shares; 2025Q3: 738 shares; 2025Q4: 775 shares; 2026Q1: 1,019 shares 1,019 $862K 0.22% +244 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,249 shares; 2024Q4: 414 shares; 2025Q1: 1,362 shares; 2025Q2: 1,473 shares; 2025Q3: 1,885 shares; 2025Q4: 1,998 shares; 2026Q1: 2,401 shares 2,401 $845K 0.22% +403 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,965 shares; 2024Q4: 6,124 shares; 2025Q1: 5,712 shares; 2025Q2: 4,738 shares; 2025Q3: 4,983 shares; 2025Q4: 6,027 shares; 2026Q1: 6,984 shares 6,984 $840K 0.21% +957 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; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 7,052 shares; 2025Q1: 7,165 shares; 2025Q2: 8,140 shares; 2025Q3: 8,241 shares; 2025Q4: 8,659 shares; 2026Q1: 8,870 shares 8,870 $839K 0.21% +211 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,991 shares; 2024Q4: 3,361 shares; 2025Q1: 3,783 shares; 2025Q2: 3,913 shares; 2025Q3: 4,783 shares; 2025Q4: 4,799 shares; 2026Q1: 4,792 shares 4,792 $831K 0.21% -7 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,869 shares; 2025Q3: 6,344 shares; 2025Q4: 6,673 shares; 2026Q1: 10,768 shares 10,768 $816K 0.21% +4,095 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,052 shares; 2025Q1: 3,590 shares; 2025Q2: 3,730 shares; 2025Q3: 3,200 shares; 2025Q4: 5,056 shares; 2026Q1: 4,213 shares 4,213 $808K 0.21% -843 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 4,885 shares; 2025Q4: 4,889 shares; 2026Q1: 5,994 shares 5,994 $807K 0.21% +1,105 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,826 shares; 2024Q4: 4,455 shares; 2025Q1: 4,438 shares; 2025Q2: 4,305 shares; 2025Q3: 7,020 shares; 2025Q4: 8,040 shares; 2026Q1: 8,348 shares 8,348 $793K 0.2% +308 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,278 shares; 2024Q4: 6,190 shares; 2025Q1: 6,321 shares; 2025Q2: 7,354 shares; 2025Q3: 7,510 shares; 2025Q4: 7,902 shares; 2026Q1: 8,194 shares 8,194 $792K 0.2% +292 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,339 shares; 2024Q4: 1,777 shares; 2025Q1: 1,954 shares; 2025Q2: 2,102 shares; 2025Q3: 2,327 shares; 2025Q4: 2,435 shares; 2026Q1: 2,398 shares 2,398 $788K 0.2% -37 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 1,226 shares; 2025Q1: 1,237 shares; 2025Q2: 1,399 shares; 2025Q3: 1,573 shares; 2025Q4: 1,396 shares; 2026Q1: 1,574 shares 1,574 $780K 0.2% +178 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,550 shares; 2024Q4: 3,532 shares; 2025Q1: 3,740 shares; 2025Q2: 4,045 shares; 2025Q3: 4,181 shares; 2025Q4: 4,327 shares; 2026Q1: 4,619 shares 4,619 $760K 0.19% +292 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,247 shares; 2024Q4: 2,678 shares; 2025Q1: 3,145 shares; 2025Q2: 3,241 shares; 2025Q3: 7,752 shares; 2025Q4: 9,040 shares; 2026Q1: 32,940 shares 32,940 $755K 0.19% +23,900 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,876 shares; 2024Q4: 1,538 shares; 2025Q1: 1,435 shares; 2025Q2: 1,559 shares; 2025Q3: 1,571 shares; 2025Q4: 1,690 shares; 2026Q1: 1,699 shares 1,699 $735K 0.19% +9 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,356 shares; 2026Q1: 7,639 shares 7,639 $731K 0.19% -15,717 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; 2024Q2: restricted; 2024Q3: 19,262 shares; 2024Q4: 104 shares; 2025Q1: 588 shares; 2025Q2: 56 shares; 2025Q3: 51 shares; 2025Q4: 24,259 shares; 2026Q1: 7,481 shares 7,481 $731K 0.19% -16,778 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,322 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,697 shares 6,697 $713K 0.18% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 2,784 shares; 2025Q1: 2,778 shares; 2025Q2: 2,868 shares; 2025Q3: 2,894 shares; 2025Q4: 3,043 shares; 2026Q1: 3,266 shares 3,266 $707K 0.18% +223 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,747 shares; 2024Q4: 11,793 shares; 2025Q1: 12,075 shares; 2025Q2: 13,626 shares; 2025Q3: 13,835 shares; 2025Q4: 14,608 shares; 2026Q1: 15,080 shares 15,080 $707K 0.18% +472 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,268 shares; 2024Q4: 17,559 shares; 2025Q1: 17,936 shares; 2025Q2: 21,412 shares; 2025Q3: 21,610 shares; 2025Q4: 22,661 shares; 2026Q1: 7,702 shares 7,702 $706K 0.18% -14,959 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 2,052 shares; 2025Q1: 4,163 shares; 2025Q2: 5,259 shares; 2025Q3: 7,912 shares; 2025Q4: 9,457 shares; 2026Q1: 6,991 shares 6,991 $704K 0.18% -2,466 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,127 shares; 2026Q1: 6,524 shares 6,524 $693K 0.18% +3,397 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,547 shares; 2024Q4: 1,860 shares; 2025Q1: 3,515 shares; 2025Q2: 3,810 shares; 2025Q3: 3,762 shares; 2025Q4: 3,829 shares; 2026Q1: 4,787 shares 4,787 $691K 0.18% +958 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,750 shares 13,750 $687K 0.18% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,030 shares; 2024Q4: 1,771 shares; 2025Q1: 1,859 shares; 2025Q2: 1,960 shares; 2025Q3: 2,023 shares; 2025Q4: 2,084 shares; 2026Q1: 3,036 shares 3,036 $686K 0.18% +952 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,137 shares; 2024Q4: 32,296 shares; 2025Q1: 34,610 shares; 2025Q2: 34,970 shares; 2025Q3: 36,283 shares; 2025Q4: 38,244 shares; 2026Q1: 13,350 shares 13,350 $681K 0.17% -24,894 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,296 shares; 2024Q4: 103 shares; 2025Q1: 331 shares; 2025Q2: 330 shares; 2025Q3: 1,032 shares; 2025Q4: 1,040 shares; 2026Q1: 1,124 shares 1,124 $672K 0.17% +84 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,417 shares; 2024Q4: 1,469 shares; 2025Q1: 3,341 shares; 2025Q2: 3,733 shares; 2025Q3: 5,471 shares; 2025Q4: 5,203 shares; 2026Q1: 4,505 shares 4,505 $663K 0.17% -698 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,307 shares; 2024Q4: 4,393 shares; 2025Q1: 5,376 shares; 2025Q2: 4,610 shares; 2025Q3: 4,768 shares; 2025Q4: 5,028 shares; 2026Q1: 5,129 shares 5,129 $661K 0.17% +101 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,901 shares; 2024Q4: 28,825 shares; 2025Q1: 28,970 shares; 2025Q2: 28,937 shares; 2025Q3: 28,937 shares; 2025Q4: 29,143 shares; 2026Q1: 28,353 shares 28,353 $646K 0.17% -790 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,967 shares; 2024Q4: 1,686 shares; 2025Q1: 2,002 shares; 2025Q2: 1,303 shares; 2025Q3: 1,244 shares; 2025Q4: 2,314 shares; 2026Q1: 2,643 shares 2,643 $641K 0.16% +329 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,061 shares; 2025Q1: 9,045 shares; 2025Q2: 7,903 shares; 2025Q3: 8,062 shares; 2025Q4: 8,946 shares; 2026Q1: 8,921 shares 8,921 $640K 0.16% -25 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,810 shares; 2024Q4: 5,255 shares; 2025Q1: 8,045 shares; 2025Q2: 7,863 shares; 2025Q3: 7,750 shares; 2025Q4: 7,710 shares; 2026Q1: 11,030 shares 11,030 $636K 0.16% +3,320 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 1,136 shares; 2025Q1: 1,422 shares; 2025Q2: 1,195 shares; 2025Q3: 2,776 shares; 2025Q4: 2,649 shares; 2026Q1: 2,956 shares 2,956 $632K 0.16% +307 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,516 shares; 2024Q4: 3,007 shares; 2025Q1: 4,805 shares; 2025Q2: 5,382 shares; 2025Q3: 5,647 shares; 2025Q4: 6,420 shares; 2026Q1: 8,251 shares 8,251 $627K 0.16% +1,831 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 671 shares; 2025Q1: 720 shares; 2025Q2: 762 shares; 2025Q3: 873 shares; 2025Q4: 858 shares; 2026Q1: 913 shares 913 $623K 0.16% +55 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,549 shares; 2024Q4: 2,698 shares; 2025Q1: 4,671 shares; 2025Q2: 4,612 shares; 2025Q3: 4,808 shares; 2025Q4: 7,085 shares; 2026Q1: 7,145 shares 7,145 $598K 0.15% +60 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 163 shares; 2025Q1: 215 shares; 2025Q2: 267 shares; 2025Q3: 406 shares; 2025Q4: 498 shares; 2026Q1: 685 shares 685 $598K 0.15% +187 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,645 shares; 2024Q4: 1,399 shares; 2025Q1: 1,687 shares; 2025Q2: 1,930 shares; 2025Q3: 1,972 shares; 2025Q4: 1,629 shares; 2026Q1: 1,834 shares 1,834 $598K 0.15% +205 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,497 shares; 2024Q4: 4,430 shares; 2025Q1: 5,192 shares; 2025Q2: 6,091 shares; 2025Q3: 6,747 shares; 2025Q4: 7,745 shares; 2026Q1: 7,473 shares 7,473 $595K 0.15% -272 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,049 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,253 shares; 2026Q1: 12,253 shares 12,253 $589K 0.15% +2,000 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 329 shares; 2025Q1: 455 shares; 2025Q2: 764 shares; 2025Q3: 757 shares; 2025Q4: 780 shares; 2026Q1: 1,045 shares 1,045 $589K 0.15% +265 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,173 shares; 2025Q3: 7,535 shares; 2025Q4: 15,925 shares; 2026Q1: 16,183 shares 16,183 $586K 0.15% +258 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 436 shares; 2025Q1: 1,603 shares; 2025Q2: 1,688 shares; 2025Q3: 1,918 shares; 2025Q4: 2,529 shares; 2026Q1: 2,331 shares 2,331 $583K 0.15% -198 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,292 shares; 2024Q4: 1,839 shares; 2025Q1: 1,960 shares; 2025Q2: 2,040 shares; 2025Q3: 2,147 shares; 2025Q4: 2,198 shares; 2026Q1: 2,438 shares 2,438 $576K 0.15% +240 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,455 shares; 2024Q4: 3,901 shares; 2025Q1: 10,092 shares; 2025Q2: 12,668 shares; 2025Q3: 12,898 shares; 2025Q4: 12,354 shares; 2026Q1: 11,741 shares 11,741 $572K 0.15% -613 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,366 shares; 2024Q4: 958 shares; 2025Q1: 1,442 shares; 2025Q2: 1,754 shares; 2025Q3: 1,727 shares; 2025Q4: 2,532 shares; 2026Q1: 2,356 shares 2,356 $571K 0.15% -176 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: 366 shares; 2025Q1: 372 shares; 2025Q2: 349 shares; 2025Q3: 394 shares; 2025Q4: 725 shares; 2026Q1: 731 shares 731 $565K 0.14% +6 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,509 shares; 2024Q4: 5,500 shares; 2025Q1: 5,649 shares; 2025Q2: 5,632 shares; 2025Q3: 5,632 shares; 2025Q4: 5,632 shares; 2026Q1: 14,334 shares 14,334 $563K 0.14% +8,702 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 2,451 shares; 2025Q1: 2,555 shares; 2025Q2: 2,687 shares; 2025Q3: 2,737 shares; 2025Q4: 2,784 shares; 2026Q1: 2,757 shares 2,757 $560K 0.14% -27 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,033 shares; 2024Q4: 2,536 shares; 2025Q1: 3,019 shares; 2025Q2: 2,796 shares; 2025Q3: 3,372 shares; 2025Q4: 3,398 shares; 2026Q1: 3,605 shares 3,605 $560K 0.14% +207 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,496 shares; 2024Q4: 7,088 shares; 2025Q1: 10,491 shares; 2025Q2: 10,975 shares; 2025Q3: 13,633 shares; 2025Q4: 12,185 shares; 2026Q1: 11,090 shares 11,090 $557K 0.14% -1,095 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 6,745 shares; 2025Q1: 6,579 shares; 2025Q2: 6,205 shares; 2025Q3: 5,265 shares; 2025Q4: 5,586 shares; 2026Q1: 5,660 shares 5,660 $550K 0.14% +74 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,824 shares; 2024Q4: 6,510 shares; 2025Q1: 6,510 shares; 2025Q2: 6,510 shares; 2025Q3: 6,510 shares; 2025Q4: 6,510 shares; 2026Q1: 6,954 shares 6,954 $545K 0.14% +444 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,723 shares; 2024Q4: 2,651 shares; 2025Q1: 2,555 shares; 2025Q2: 2,141 shares; 2025Q3: 1,472 shares; 2025Q4: 1,908 shares; 2026Q1: 2,010 shares 2,010 $544K 0.14% +102 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 586 shares; 2025Q1: 397 shares; 2025Q2: 419 shares; 2025Q3: 445 shares; 2025Q4: 484 shares; 2026Q1: 564 shares 564 $541K 0.14% +80 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,691 shares; 2024Q4: 690 shares; 2025Q1: 1,052 shares; 2025Q2: 1,013 shares; 2025Q3: 1,218 shares; 2025Q4: 1,459 shares; 2026Q1: 1,600 shares 1,600 $541K 0.14% +141 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 2,773 shares; 2025Q1: 3,119 shares; 2025Q2: 3,552 shares; 2025Q3: 4,117 shares; 2025Q4: 3,883 shares; 2026Q1: 3,860 shares 3,860 $538K 0.14% -23 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,137 shares; 2024Q4: 1,175 shares; 2025Q1: 1,612 shares; 2025Q2: 1,712 shares; 2025Q3: 1,975 shares; 2025Q4: 2,071 shares; 2026Q1: 2,330 shares 2,330 $535K 0.14% +259 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,625 shares; 2024Q4: 9,526 shares; 2025Q1: 9,759 shares; 2025Q2: 9,802 shares; 2025Q3: 5,316 shares; 2025Q4: 5,604 shares; 2026Q1: 5,919 shares 5,919 $535K 0.14% +315 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,680 shares; 2024Q4: 3,156 shares; 2025Q1: 3,658 shares; 2025Q2: 4,169 shares; 2025Q3: 4,224 shares; 2025Q4: 4,906 shares; 2026Q1: 5,623 shares 5,623 $528K 0.13% +717 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 1,654 shares; 2025Q1: 3,297 shares; 2025Q2: 2,991 shares; 2025Q3: 3,636 shares; 2025Q4: 3,679 shares; 2026Q1: 3,337 shares 3,337 $525K 0.13% -342 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,791 shares; 2026Q1: 22,411 shares 22,411 $523K 0.13% +2,620 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,101 shares; 2024Q4: 1,259 shares; 2025Q1: 1,430 shares; 2025Q2: 1,544 shares; 2025Q3: 978 shares; 2025Q4: 1,123 shares; 2026Q1: 1,528 shares 1,528 $522K 0.13% +405 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,504 shares; 2024Q4: 2,428 shares; 2025Q1: 2,548 shares; 2025Q2: 3,654 shares; 2025Q3: 3,525 shares; 2025Q4: 4,036 shares; 2026Q1: 2,783 shares 2,783 $520K 0.13% -1,253 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,846 shares; 2024Q4: 5,313 shares; 2025Q1: 4,825 shares; 2025Q2: 4,935 shares; 2025Q3: 4,913 shares; 2025Q4: 6,399 shares; 2026Q1: 6,102 shares 6,102 $518K 0.13% -297 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,107 shares; 2026Q1: 12,961 shares 12,961 $514K 0.13% -3,146 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,488 shares; 2024Q4: 1,327 shares; 2025Q1: 1,454 shares; 2025Q2: 1,614 shares; 2025Q3: 1,742 shares; 2025Q4: 1,655 shares; 2026Q1: 1,691 shares 1,691 $512K 0.13% +36 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,487 shares; 2024Q4: 3,743 shares; 2025Q1: 3,803 shares; 2025Q2: 3,817 shares; 2025Q3: 4,020 shares; 2025Q4: 4,099 shares; 2026Q1: 4,319 shares 4,319 $500K 0.13% +220 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,820 shares; 2024Q4: 1,443 shares; 2025Q1: 1,646 shares; 2025Q2: 1,792 shares; 2025Q3: 2,537 shares; 2025Q4: 2,597 shares; 2026Q1: 2,616 shares 2,616 $496K 0.13% +19 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 1,750 shares; 2025Q1: 1,781 shares; 2025Q2: 1,878 shares; 2025Q3: 2,135 shares; 2025Q4: 2,351 shares; 2026Q1: 2,505 shares 2,505 $495K 0.13% +154 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,959 shares; 2024Q4: 13,644 shares; 2025Q1: 14,767 shares; 2025Q2: 15,690 shares; 2025Q3: 14,904 shares; 2025Q4: 13,613 shares; 2026Q1: 17,205 shares 17,205 $494K 0.13% +3,592 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,951 shares; 2024Q4: 559 shares; 2025Q1: 688 shares; 2025Q2: 812 shares; 2025Q3: 845 shares; 2025Q4: 853 shares; 2026Q1: 1,178 shares 1,178 $491K 0.13% +325 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 449 shares; 2025Q1: 521 shares; 2025Q2: 603 shares; 2025Q3: 592 shares; 2025Q4: 513 shares; 2026Q1: 811 shares 811 $490K 0.13% +298 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 313 shares; 2025Q1: 323 shares; 2025Q2: 362 shares; 2025Q3: 343 shares; 2025Q4: 367 shares; 2026Q1: 447 shares 447 $488K 0.12% +80 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,569 shares; 2024Q4: 1,694 shares; 2025Q1: 1,843 shares; 2025Q2: 1,966 shares; 2025Q3: 2,020 shares; 2025Q4: 1,723 shares; 2026Q1: 2,508 shares 2,508 $487K 0.12% +785 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,554 shares; 2024Q4: 1,446 shares; 2025Q1: 1,705 shares; 2025Q2: 4,799 shares; 2025Q3: 6,267 shares; 2025Q4: 3,500 shares; 2026Q1: 4,897 shares 4,897 $486K 0.12% +1,397 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 266 shares; 2025Q1: 299 shares; 2025Q2: 367 shares; 2025Q3: 453 shares; 2025Q4: 504 shares; 2026Q1: 561 shares 561 $485K 0.12% +57 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,510 shares 11,510 $473K 0.12% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,489 shares; 2024Q4: not reported; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 582 shares; 2025Q4: 1,045 shares; 2026Q1: 725 shares 725 $472K 0.12% -320 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,959 shares; 2024Q4: 3,363 shares; 2025Q1: 3,531 shares; 2025Q2: 3,787 shares; 2025Q3: 2,679 shares; 2025Q4: 2,072 shares; 2026Q1: 2,321 shares 2,321 $460K 0.12% +249 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,044 shares; 2024Q4: 1,076 shares; 2025Q1: 1,124 shares; 2025Q2: 1,241 shares; 2025Q3: 1,564 shares; 2025Q4: 2,236 shares; 2026Q1: 2,229 shares 2,229 $453K 0.12% -7 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,325 shares; 2025Q3: 6,072 shares; 2025Q4: 5,138 shares; 2026Q1: 7,694 shares 7,694 $450K 0.11% +2,556 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 377 shares; 2025Q1: 1,241 shares; 2025Q2: 1,266 shares; 2025Q3: 1,391 shares; 2025Q4: 1,439 shares; 2026Q1: 1,420 shares 1,420 $446K 0.11% -19 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,075 shares; 2025Q1: 1,789 shares; 2025Q2: 2,054 shares; 2025Q3: 2,076 shares; 2025Q4: 2,327 shares; 2026Q1: 2,622 shares 2,622 $444K 0.11% +295 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 87 shares; 2025Q1: 98 shares; 2025Q2: 116 shares; 2025Q3: 154 shares; 2025Q4: 159 shares; 2026Q1: 105 shares 105 $442K 0.11% -54 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,063 shares; 2024Q4: 1,980 shares; 2025Q1: 3,639 shares; 2025Q2: 3,765 shares; 2025Q3: 3,987 shares; 2025Q4: 3,919 shares; 2026Q1: 4,931 shares 4,931 $442K 0.11% +1,012 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 6,116 shares; 2025Q1: 6,116 shares; 2025Q2: 6,116 shares; 2025Q3: 6,796 shares; 2025Q4: 6,796 shares; 2026Q1: 6,796 shares 6,796 $442K 0.11% 0 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,445 shares 13,445 $440K 0.11% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 369 shares; 2025Q1: 511 shares; 2025Q2: 543 shares; 2025Q3: 575 shares; 2025Q4: 577 shares; 2026Q1: 1,507 shares 1,507 $438K 0.11% +930 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,969 shares; 2025Q4: 13,218 shares; 2026Q1: 13,264 shares 13,264 $437K 0.11% +46 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,612 shares; 2024Q4: 1,614 shares; 2025Q1: 1,806 shares; 2025Q2: 1,871 shares; 2025Q3: 2,449 shares; 2025Q4: 2,263 shares; 2026Q1: 3,309 shares 3,309 $433K 0.11% +1,046 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,868 shares; 2024Q4: 2,214 shares; 2025Q1: 2,792 shares; 2025Q2: 2,844 shares; 2025Q3: 2,838 shares; 2025Q4: 2,829 shares; 2026Q1: 3,171 shares 3,171 $432K 0.11% +342 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 1,542 shares; 2025Q1: 1,648 shares; 2025Q2: 1,680 shares; 2025Q3: 1,746 shares; 2025Q4: 1,790 shares; 2026Q1: 1,345 shares 1,345 $431K 0.11% -445 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 5,201 shares; 2025Q1: 7,111 shares; 2025Q2: 6,691 shares; 2025Q3: 7,819 shares; 2025Q4: 11,119 shares; 2026Q1: 8,267 shares 8,267 $429K 0.11% -2,852 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,794 shares; 2025Q4: 10,794 shares; 2026Q1: 10,997 shares 10,997 $428K 0.11% +203 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,384 shares; 2024Q4: 1,753 shares; 2025Q1: 2,147 shares; 2025Q2: 2,602 shares; 2025Q3: 2,718 shares; 2025Q4: 3,456 shares; 2026Q1: 3,770 shares 3,770 $428K 0.11% +314 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,027 shares; 2025Q1: 1,007 shares; 2025Q2: 1,017 shares; 2025Q3: 919 shares; 2025Q4: 569 shares; 2026Q1: 586 shares 586 $427K 0.11% +17 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,587 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 779 shares; 2025Q4: 915 shares; 2026Q1: 999 shares 999 $426K 0.11% +84 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,312 shares; 2024Q4: 1,821 shares; 2025Q1: 2,310 shares; 2025Q2: 2,531 shares; 2025Q3: 3,026 shares; 2025Q4: 3,098 shares; 2026Q1: 3,246 shares 3,246 $425K 0.11% +148 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 519 shares; 2025Q1: 454 shares; 2025Q2: 491 shares; 2025Q3: 485 shares; 2025Q4: 498 shares; 2026Q1: 427 shares 427 $419K 0.11% -71 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 2,329 shares; 2025Q1: 2,491 shares; 2025Q2: 2,432 shares; 2025Q3: 2,517 shares; 2025Q4: 2,565 shares; 2026Q1: 2,552 shares 2,552 $415K 0.11% -13 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 891 shares; 2026Q1: 5,020 shares 5,020 $415K 0.11% +4,129 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 1,257 shares; 2026Q1: 7,055 shares 7,055 $413K 0.11% +5,798 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,933 shares 6,933 $413K 0.11% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,240 shares 14,240 $408K 0.1% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,931 shares; 2025Q4: 7,931 shares; 2026Q1: 9,038 shares 9,038 $408K 0.1% +1,107 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,466 shares; 2024Q4: 244 shares; 2025Q1: 282 shares; 2025Q2: 367 shares; 2025Q3: 394 shares; 2025Q4: 438 shares; 2026Q1: 741 shares 741 $407K 0.1% +303 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 2,127 shares; 2025Q1: 1,997 shares; 2025Q2: 2,007 shares; 2025Q3: 2,054 shares; 2025Q4: 2,009 shares; 2026Q1: 1,922 shares 1,922 $404K 0.1% -87 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 21 shares; 2025Q1: 505 shares; 2025Q2: 689 shares; 2025Q3: 1,506 shares; 2025Q4: 3,165 shares; 2026Q1: 1,265 shares 1,265 $402K 0.1% -1,900 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 952 shares; 2025Q1: 1,259 shares; 2025Q2: 1,276 shares; 2025Q3: 1,675 shares; 2025Q4: 1,647 shares; 2026Q1: 1,927 shares 1,927 $401K 0.1% +280 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,810 shares; 2026Q1: 17,206 shares 17,206 $400K 0.1% -604 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,158 shares; 2024Q4: 1,518 shares; 2025Q1: 1,755 shares; 2025Q2: 2,568 shares; 2025Q3: 2,906 shares; 2025Q4: 2,958 shares; 2026Q1: 3,002 shares 3,002 $396K 0.1% +44 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,924 shares; 2024Q4: 448 shares; 2025Q1: 2,707 shares; 2025Q2: 3,069 shares; 2025Q3: 3,936 shares; 2025Q4: 4,780 shares; 2026Q1: 4,258 shares 4,258 $396K 0.1% -522 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,181 shares; 2024Q4: 6,857 shares; 2025Q1: 8,483 shares; 2025Q2: 8,429 shares; 2025Q3: 9,382 shares; 2025Q4: 9,430 shares; 2026Q1: 10,237 shares 10,237 $391K 0.1% +807 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 1,382 shares; 2025Q1: 1,800 shares; 2025Q2: 1,810 shares; 2025Q3: 2,011 shares; 2025Q4: 2,120 shares; 2026Q1: 2,303 shares 2,303 $389K 0.1% +183 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 798 shares; 2025Q1: 954 shares; 2025Q2: 1,033 shares; 2025Q3: 1,105 shares; 2025Q4: 1,054 shares; 2026Q1: 1,410 shares 1,410 $388K 0.1% +356 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,032 shares; 2025Q3: 5,941 shares; 2025Q4: 6,427 shares; 2026Q1: 7,746 shares 7,746 $388K 0.1% +1,319 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,235 shares; 2024Q4: 4,437 shares; 2025Q1: 5,267 shares; 2025Q2: 4,957 shares; 2025Q3: 4,681 shares; 2025Q4: 5,582 shares; 2026Q1: 6,318 shares 6,318 $383K 0.1% +736 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 1,691 shares; 2025Q1: 1,714 shares; 2025Q2: 1,706 shares; 2025Q3: 1,728 shares; 2025Q4: 1,741 shares; 2026Q1: 1,727 shares 1,727 $382K 0.1% -14 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,654 shares; 2025Q1: 5,379 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,187 shares; 2026Q1: 8,261 shares 8,261 $381K 0.1% +2,074 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: 1,086 shares; 2025Q1: 1,275 shares; 2025Q2: 1,836 shares; 2025Q3: 2,021 shares; 2025Q4: 1,949 shares; 2026Q1: 2,083 shares 2,083 $380K 0.1% +134 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 3,012 shares; 2025Q1: 3,329 shares; 2025Q2: 7,792 shares; 2025Q3: 7,704 shares; 2025Q4: 8,020 shares; 2026Q1: 8,162 shares 8,162 $379K 0.1% +142 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,266 shares; 2024Q4: 752 shares; 2025Q1: 754 shares; 2025Q2: 551 shares; 2025Q3: 653 shares; 2025Q4: 775 shares; 2026Q1: 769 shares 769 $378K 0.1% -6 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 627 shares; 2025Q1: 1,301 shares; 2025Q2: 850 shares; 2025Q3: 967 shares; 2025Q4: 1,092 shares; 2026Q1: 1,091 shares 1,091 $376K 0.1% -1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 624 shares; 2025Q1: 777 shares; 2025Q2: 793 shares; 2025Q3: 809 shares; 2025Q4: 874 shares; 2026Q1: 1,183 shares 1,183 $376K 0.1% +309 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,550 shares; 2024Q4: 1,047 shares; 2025Q1: 1,160 shares; 2025Q2: 1,238 shares; 2025Q3: 1,259 shares; 2025Q4: 1,227 shares; 2026Q1: 1,284 shares 1,284 $369K 0.09% +57 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,344 shares; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,522 shares; 2025Q4: 1,561 shares; 2026Q1: 1,695 shares 1,695 $359K 0.09% +134 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,223 shares; 2024Q4: 6,809 shares; 2025Q1: 9,105 shares; 2025Q2: 12,620 shares; 2025Q3: 11,539 shares; 2025Q4: 10,207 shares; 2026Q1: 12,316 shares 12,316 $357K 0.09% +2,109 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,412 shares; 2024Q4: 2,767 shares; 2025Q1: 3,146 shares; 2025Q2: 6,499 shares; 2025Q3: 8,286 shares; 2025Q4: 6,868 shares; 2026Q1: 7,748 shares 7,748 $356K 0.09% +880 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,208 shares; 2024Q4: 105 shares; 2025Q1: 186 shares; 2025Q2: 232 shares; 2025Q3: 248 shares; 2025Q4: 1,091 shares; 2026Q1: 1,205 shares 1,205 $356K 0.09% +114 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,359 shares; 2025Q1: 5,517 shares; 2025Q2: 6,303 shares; 2025Q3: 5,104 shares; 2025Q4: 5,302 shares; 2026Q1: 5,432 shares 5,432 $355K 0.09% +130 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 303 shares; 2025Q1: 1,155 shares; 2025Q2: 1,436 shares; 2025Q3: 1,926 shares; 2025Q4: 2,197 shares; 2026Q1: 2,308 shares 2,308 $352K 0.09% +111 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 1,803 shares; 2025Q1: 1,871 shares; 2025Q2: 1,905 shares; 2025Q3: 1,948 shares; 2025Q4: 1,944 shares; 2026Q1: 1,904 shares 1,904 $352K 0.09% -40 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 775 shares; 2025Q1: 1,484 shares; 2025Q2: 2,029 shares; 2025Q3: 2,078 shares; 2025Q4: 1,873 shares; 2026Q1: 1,615 shares 1,615 $350K 0.09% -258 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 1,455 shares 1,455 $349K 0.09% -132 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 725 shares; 2025Q1: 733 shares; 2025Q2: 747 shares; 2025Q3: 735 shares; 2025Q4: 751 shares; 2026Q1: 786 shares 786 $349K 0.09% +35 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,209 shares; 2024Q4: 1,021 shares; 2025Q1: 1,154 shares; 2025Q2: 1,167 shares; 2025Q3: 1,232 shares; 2025Q4: 1,435 shares; 2026Q1: 1,669 shares 1,669 $349K 0.09% +234 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,957 shares; 2024Q4: 1,234 shares; 2025Q1: 1,296 shares; 2025Q2: 1,245 shares; 2025Q3: 219 shares; 2025Q4: 2,070 shares; 2026Q1: 1,918 shares 1,918 $348K 0.09% -152 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 968 shares 968 $343K 0.09% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 2,688 shares; 2025Q1: 3,198 shares; 2025Q2: 3,462 shares; 2025Q3: 3,728 shares; 2025Q4: 4,662 shares; 2026Q1: 4,742 shares 4,742 $341K 0.09% +80 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,242 shares; 2026Q1: 1,253 shares 1,253 $339K 0.09% +11 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,736 shares; 2025Q2: 2,253 shares; 2025Q3: 1,815 shares; 2025Q4: 1,269 shares; 2026Q1: 1,352 shares 1,352 $339K 0.09% +83 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,558 shares; 2024Q4: 837 shares; 2025Q1: 948 shares; 2025Q2: 988 shares; 2025Q3: 1,027 shares; 2025Q4: 1,135 shares; 2026Q1: 1,301 shares 1,301 $339K 0.09% +166 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 295 shares; 2025Q1: 350 shares; 2025Q2: 406 shares; 2025Q3: 449 shares; 2025Q4: 468 shares; 2026Q1: 1,257 shares 1,257 $334K 0.09% +789 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 641 shares; 2025Q1: 1,213 shares; 2025Q2: 1,236 shares; 2025Q3: 1,277 shares; 2025Q4: 1,286 shares; 2026Q1: 1,615 shares 1,615 $334K 0.09% +329 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 2,213 shares; 2025Q1: 2,364 shares; 2025Q2: 2,162 shares; 2025Q3: 2,725 shares; 2025Q4: 2,399 shares; 2026Q1: 2,500 shares 2,500 $330K 0.08% +101 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,396 shares; 2024Q4: 5,825 shares; 2025Q1: 7,769 shares; 2025Q2: 8,308 shares; 2025Q3: 8,511 shares; 2025Q4: 9,256 shares; 2026Q1: 9,834 shares 9,834 $330K 0.08% +578 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 460 shares; 2025Q1: 1,008 shares; 2025Q2: 1,429 shares; 2025Q3: 2,143 shares; 2025Q4: 2,484 shares; 2026Q1: 2,230 shares 2,230 $326K 0.08% -254 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 1,558 shares; 2025Q1: 1,657 shares; 2025Q2: 1,623 shares; 2025Q3: 1,634 shares; 2025Q4: 1,704 shares; 2026Q1: 1,487 shares 1,487 $326K 0.08% -217 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,132 shares; 2025Q1: 1,048 shares; 2025Q2: 1,131 shares; 2025Q3: 1,169 shares; 2025Q4: 1,110 shares; 2026Q1: 1,143 shares 1,143 $324K 0.08% +33 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,228 shares; 2025Q1: 1,196 shares; 2025Q2: 1,336 shares; 2025Q3: 1,572 shares; 2025Q4: 1,624 shares; 2026Q1: 1,637 shares 1,637 $324K 0.08% +13 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,938 shares; 2024Q4: 442 shares; 2025Q1: 1,076 shares; 2025Q2: 1,239 shares; 2025Q3: 4,806 shares; 2025Q4: 4,762 shares; 2026Q1: 5,385 shares 5,385 $323K 0.08% +623 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,242 shares; 2024Q4: 3,944 shares; 2025Q1: 3,922 shares; 2025Q2: 4,003 shares; 2025Q3: 4,141 shares; 2025Q4: 3,988 shares; 2026Q1: 2,786 shares 2,786 $320K 0.08% -1,202 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,118 shares; 2024Q4: 952 shares; 2025Q1: 954 shares; 2025Q2: 909 shares; 2025Q3: 936 shares; 2025Q4: 984 shares; 2026Q1: 977 shares 977 $320K 0.08% -7 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,818 shares; 2024Q4: 752 shares; 2025Q1: 732 shares; 2025Q2: 916 shares; 2025Q3: 1,086 shares; 2025Q4: 1,512 shares; 2026Q1: 1,605 shares 1,605 $319K 0.08% +93 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,145 shares; 2026Q1: 1,166 shares 1,166 $319K 0.08% +21 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,684 shares; 2025Q1: 1,658 shares; 2025Q2: 1,686 shares; 2025Q3: 1,656 shares; 2025Q4: 1,867 shares; 2026Q1: 2,019 shares 2,019 $319K 0.08% +152 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 660 shares; 2025Q1: 694 shares; 2025Q2: 698 shares; 2025Q3: 716 shares; 2025Q4: 738 shares; 2026Q1: 874 shares 874 $317K 0.08% +136 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,793 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares; 2026Q1: 6,604 shares 6,604 $316K 0.08% +233 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,462 shares; 2024Q4: 2,238 shares; 2025Q1: 2,480 shares; 2025Q2: 2,685 shares; 2025Q3: 3,134 shares; 2025Q4: 2,735 shares; 2026Q1: 3,274 shares 3,274 $316K 0.08% +539 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 85 shares; 2025Q1: 1,330 shares; 2025Q2: 1,543 shares; 2025Q3: 1,586 shares; 2025Q4: 1,632 shares; 2026Q1: 1,923 shares 1,923 $316K 0.08% +291 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 1,207 shares; 2026Q1: 1,033 shares 1,033 $312K 0.08% -174 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,185 shares; 2025Q1: 1,020 shares; 2025Q2: 1,040 shares; 2025Q3: 901 shares; 2025Q4: 895 shares; 2026Q1: 1,381 shares 1,381 $310K 0.08% +486 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 774 shares; 2025Q1: 779 shares; 2025Q2: 486 shares; 2025Q3: 509 shares; 2025Q4: 530 shares; 2026Q1: 568 shares 568 $306K 0.08% +38 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 605 shares; 2025Q1: 650 shares; 2025Q2: 727 shares; 2025Q3: 779 shares; 2025Q4: 1,077 shares; 2026Q1: 1,041 shares 1,041 $304K 0.08% -36 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 2,686 shares; 2025Q1: 2,756 shares; 2025Q2: 3,257 shares; 2025Q3: 2,907 shares; 2025Q4: 2,993 shares; 2026Q1: 3,303 shares 3,303 $301K 0.08% +310 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,565 shares; 2026Q1: 3,525 shares 3,525 $295K 0.08% -40 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,520 shares; 2025Q1: 2,692 shares; 2025Q2: 2,828 shares; 2025Q3: 2,934 shares; 2025Q4: 2,891 shares; 2026Q1: 3,068 shares 3,068 $294K 0.08% +177 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 1,255 shares; 2025Q1: 1,296 shares; 2025Q2: 1,369 shares; 2025Q3: 1,382 shares; 2025Q4: 1,377 shares; 2026Q1: 1,394 shares 1,394 $289K 0.07% +17 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 386 shares; 2025Q1: 387 shares; 2025Q2: 395 shares; 2025Q3: 389 shares; 2025Q4: 2,092 shares; 2026Q1: 2,755 shares 2,755 $288K 0.07% +663 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,888 shares; 2024Q4: 1,749 shares; 2025Q1: 1,992 shares; 2025Q2: 1,688 shares; 2025Q3: 1,834 shares; 2025Q4: 1,865 shares; 2026Q1: 2,175 shares 2,175 $285K 0.07% +310 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,134 shares; 2024Q4: 334 shares; 2025Q1: 408 shares; 2025Q2: 429 shares; 2025Q3: 474 shares; 2025Q4: 623 shares; 2026Q1: 816 shares 816 $280K 0.07% +193 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 376 shares; 2025Q1: 365 shares; 2025Q2: 289 shares; 2025Q3: 298 shares; 2025Q4: 243 shares; 2026Q1: 255 shares 255 $279K 0.07% +12 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,763 shares; 2024Q4: 40 shares; 2025Q1: 940 shares; 2025Q2: 929 shares; 2025Q3: 1,747 shares; 2025Q4: 3,733 shares; 2026Q1: 5,869 shares 5,869 $276K 0.07% +2,136 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 490 shares; 2025Q2: 569 shares; 2025Q3: 694 shares; 2025Q4: 856 shares; 2026Q1: 2,175 shares 2,175 $275K 0.07% +1,319 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 867 shares; 2025Q1: 946 shares; 2025Q2: 1,028 shares; 2025Q3: 1,093 shares; 2025Q4: 1,144 shares; 2026Q1: 1,399 shares 1,399 $274K 0.07% +255 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 764 shares; 2025Q1: 729 shares; 2025Q2: 799 shares; 2025Q3: 886 shares; 2025Q4: 907 shares; 2026Q1: 981 shares 981 $274K 0.07% +74 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,060 shares; 2026Q1: 6,402 shares 6,402 $270K 0.07% +342 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,065 shares; 2026Q1: 3,847 shares 3,847 $270K 0.07% -218 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 5,440 shares; 2025Q1: 7,257 shares; 2025Q2: 7,379 shares; 2025Q3: 7,512 shares; 2025Q4: 8,997 shares; 2026Q1: 10,180 shares 10,180 $268K 0.07% +1,183 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 150 shares; 2025Q1: 270 shares; 2025Q2: 323 shares; 2025Q3: 320 shares; 2025Q4: 307 shares; 2026Q1: 299 shares 299 $267K 0.07% -8 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,464 shares; 2024Q4: 3,393 shares; 2025Q1: 3,867 shares; 2025Q2: 3,846 shares; 2025Q3: 3,696 shares; 2025Q4: 1,751 shares; 2026Q1: 2,248 shares 2,248 $266K 0.07% +497 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 1,588 shares; 2025Q1: 1,863 shares; 2025Q2: 1,951 shares; 2025Q3: 3,676 shares; 2025Q4: 3,702 shares; 2026Q1: 4,058 shares 4,058 $265K 0.07% +356 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,255 shares; 2024Q4: 156 shares; 2025Q1: 790 shares; 2025Q2: 819 shares; 2025Q3: 1,091 shares; 2025Q4: 1,041 shares; 2026Q1: 905 shares 905 $263K 0.07% -136 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 804 shares; 2025Q3: 853 shares; 2025Q4: 894 shares; 2026Q1: 965 shares 965 $263K 0.07% +71 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,465 shares; 2024Q4: 1,318 shares; 2025Q1: 1,459 shares; 2025Q2: 1,724 shares; 2025Q3: 1,798 shares; 2025Q4: 2,019 shares; 2026Q1: 2,840 shares 2,840 $262K 0.07% +821 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 585 shares; 2025Q1: 909 shares; 2025Q2: 923 shares; 2025Q3: 1,576 shares; 2025Q4: 3,252 shares; 2026Q1: 3,770 shares 3,770 $261K 0.07% +518 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 406 shares; 2025Q1: 392 shares; 2025Q2: 472 shares; 2025Q3: 428 shares; 2025Q4: 650 shares; 2026Q1: 565 shares 565 $260K 0.07% -85 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,910 shares; 2025Q1: 1,749 shares; 2025Q2: 2,084 shares; 2025Q3: 1,840 shares; 2025Q4: 1,760 shares; 2026Q1: 2,092 shares 2,092 $257K 0.07% +332 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 1,279 shares; 2025Q1: 1,322 shares; 2025Q2: 1,417 shares; 2025Q3: 1,355 shares; 2025Q4: 1,441 shares; 2026Q1: 1,644 shares 1,644 $256K 0.07% +203 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,650 shares; 2025Q4: 4,300 shares; 2026Q1: 4,845 shares 4,845 $255K 0.07% +545 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: 1,257 shares; 2025Q2: 1,498 shares; 2025Q3: 1,839 shares; 2025Q4: 1,915 shares; 2026Q1: 2,024 shares 2,024 $254K 0.06% +109 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; 2024Q2: restricted; 2024Q3: 24,220 shares; 2024Q4: 225 shares; 2025Q1: 273 shares; 2025Q2: 282 shares; 2025Q3: 392 shares; 2025Q4: 595 shares; 2026Q1: 568 shares 568 $254K 0.06% -27 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 217 shares; 2025Q1: 318 shares; 2025Q2: 343 shares; 2025Q3: 377 shares; 2025Q4: 1,084 shares; 2026Q1: 1,331 shares 1,331 $253K 0.06% +247 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,020 shares; 2024Q4: 1,738 shares; 2025Q1: 2,067 shares; 2025Q2: 2,191 shares; 2025Q3: 2,405 shares; 2025Q4: 3,034 shares; 2026Q1: 2,904 shares 2,904 $252K 0.06% -130 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares; 2026Q1: 1,173 shares 1,173 $248K 0.06% +185 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,088 shares; 2025Q4: 3,216 shares; 2026Q1: 3,385 shares 3,385 $246K 0.06% +169 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 9,598 shares; 2025Q1: 9,864 shares; 2025Q2: 9,732 shares; 2025Q3: 6,578 shares; 2025Q4: 5,734 shares; 2026Q1: 5,434 shares 5,434 $246K 0.06% -300 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,494 shares; 2026Q1: 1,677 shares 1,677 $245K 0.06% +183 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 73 shares; 2025Q1: 80 shares; 2025Q2: 1,455 shares; 2025Q3: 1,657 shares; 2025Q4: 1,684 shares; 2026Q1: 2,641 shares 2,641 $244K 0.06% +957 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,532 shares; 2024Q4: 1,084 shares; 2025Q1: 1,314 shares; 2025Q2: 1,490 shares; 2025Q3: 1,374 shares; 2025Q4: 1,995 shares; 2026Q1: 3,346 shares 3,346 $242K 0.06% +1,351 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 1,208 shares; 2025Q1: 2,720 shares; 2025Q2: 1,876 shares; 2025Q3: 3,694 shares; 2025Q4: 5,572 shares; 2026Q1: 2,746 shares 2,746 $242K 0.06% -2,826 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,606 shares; 2024Q4: 2,123 shares; 2025Q1: 2,614 shares; 2025Q2: 2,942 shares; 2025Q3: 4,582 shares; 2025Q4: 5,217 shares; 2026Q1: 5,471 shares 5,471 $241K 0.06% +254 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,429 shares; 2025Q4: 3,159 shares; 2026Q1: 3,656 shares 3,656 $241K 0.06% +497 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 268 shares; 2025Q4: 338 shares; 2026Q1: 416 shares 416 $240K 0.06% +78 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,322 shares; 2024Q4: 1,518 shares; 2025Q1: 1,858 shares; 2025Q2: 1,818 shares; 2025Q3: 1,860 shares; 2025Q4: 2,277 shares; 2026Q1: 2,455 shares 2,455 $237K 0.06% +178 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,233 shares; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 1,666 shares; 2025Q4: 1,657 shares; 2026Q1: 1,571 shares 1,571 $236K 0.06% -86 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,581 shares; 2024Q4: 1,610 shares; 2025Q1: 1,494 shares; 2025Q2: 1,509 shares; 2025Q3: 4,367 shares; 2025Q4: 4,901 shares; 2026Q1: 4,726 shares 4,726 $236K 0.06% -175 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 7,100 shares; 2025Q1: 5,008 shares; 2025Q2: 5,015 shares; 2025Q3: 5,004 shares; 2025Q4: not reported; 2026Q1: 4,878 shares 4,878 $236K 0.06% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363 shares; 2025Q4: not reported; 2026Q1: 390 shares 390 $236K 0.06% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 702 shares; 2025Q4: 906 shares; 2026Q1: 1,014 shares 1,014 $234K 0.06% +108 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,316 shares; 2024Q4: 2 shares; 2025Q1: 105 shares; 2025Q2: 132 shares; 2025Q3: 220 shares; 2025Q4: 1,172 shares; 2026Q1: 1,278 shares 1,278 $233K 0.06% +106 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,740 shares; 2024Q4: 2,409 shares; 2025Q1: 3,135 shares; 2025Q2: 3,085 shares; 2025Q3: 3,194 shares; 2025Q4: 3,177 shares; 2026Q1: 3,521 shares 3,521 $232K 0.06% +344 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 635 shares; 2025Q1: 656 shares; 2025Q2: 802 shares; 2025Q3: 754 shares; 2025Q4: 763 shares; 2026Q1: 790 shares 790 $231K 0.06% +27 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 198 shares; 2025Q1: 1,037 shares; 2025Q2: 1,077 shares; 2025Q3: 1,529 shares; 2025Q4: 1,400 shares; 2026Q1: 1,176 shares 1,176 $230K 0.06% -224 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,348 shares; 2026Q1: 1,165 shares 1,165 $230K 0.06% -1,183 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 1,485 shares; 2025Q4: 1,471 shares; 2026Q1: 1,640 shares 1,640 $225K 0.06% +169 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,666 shares 1,666 $224K 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,741 shares; 2024Q4: 551 shares; 2025Q1: 822 shares; 2025Q2: 1,129 shares; 2025Q3: 1,246 shares; 2025Q4: 1,259 shares; 2026Q1: 1,525 shares 1,525 $221K 0.06% +266 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: 483 shares; 2025Q1: 963 shares; 2025Q2: 855 shares; 2025Q3: 930 shares; 2025Q4: 953 shares; 2026Q1: 1,061 shares 1,061 $221K 0.06% +108 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,819 shares; 2024Q4: 3,389 shares; 2025Q1: 2,759 shares; 2025Q2: 4,941 shares; 2025Q3: 8,398 shares; 2025Q4: 7,415 shares; 2026Q1: 7,791 shares 7,791 $219K 0.06% +376 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 522 shares; 2025Q1: 541 shares; 2025Q2: 530 shares; 2025Q3: 633 shares; 2025Q4: 631 shares; 2026Q1: 596 shares 596 $217K 0.06% -35 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 5,827 shares; 2025Q1: 5,522 shares; 2025Q2: 5,577 shares; 2025Q3: 4,766 shares; 2025Q4: 4,816 shares; 2026Q1: 4,867 shares 4,867 $216K 0.06% +51 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares 705 $214K 0.05% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,405 shares; 2024Q4: 133 shares; 2025Q1: 215 shares; 2025Q2: 237 shares; 2025Q3: 476 shares; 2025Q4: 308 shares; 2026Q1: 660 shares 660 $213K 0.05% +352 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,337 shares; 2024Q4: 2,038 shares; 2025Q1: 2,185 shares; 2025Q2: 2,003 shares; 2025Q3: 2,106 shares; 2025Q4: 2,231 shares; 2026Q1: 3,390 shares 3,390 $213K 0.05% +1,159 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares; 2026Q1: 303 shares 303 $211K 0.05% +131 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: not reported; 2025Q1: 1,089 shares; 2025Q2: 1,520 shares; 2025Q3: 1,725 shares; 2025Q4: 1,832 shares; 2026Q1: 1,935 shares 1,935 $209K 0.05% +103 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 836 shares 836 $209K 0.05% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,580 shares; 2025Q1: 1,476 shares; 2025Q2: 1,483 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,038 shares 1,038 $209K 0.05% -429 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,180 shares; 2026Q1: 2,295 shares 2,295 $209K 0.05% +115 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,347 shares; 2024Q4: 166 shares; 2025Q1: 512 shares; 2025Q2: 626 shares; 2025Q3: 866 shares; 2025Q4: 1,498 shares; 2026Q1: 1,522 shares 1,522 $207K 0.05% +24 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,492 shares 9,492 $206K 0.05% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,375 shares; 2024Q4: 347 shares; 2025Q1: 606 shares; 2025Q2: 624 shares; 2025Q3: 931 shares; 2025Q4: 982 shares; 2026Q1: 1,072 shares 1,072 $206K 0.05% +90 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,274 shares; 2026Q1: 8,862 shares 8,862 $205K 0.05% -412 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 6 shares; 2025Q1: 17 shares; 2025Q2: 22 shares; 2025Q3: 29 shares; 2025Q4: 95 shares; 2026Q1: 107 shares 107 $205K 0.05% +12 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 1,641 shares; 2025Q1: 1,643 shares; 2025Q2: 1,786 shares; 2025Q3: 1,845 shares; 2025Q4: 1,906 shares; 2026Q1: 2,212 shares 2,212 $205K 0.05% +306 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,099 shares; 2026Q1: 3,924 shares 3,924 $204K 0.05% -175 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,094 shares; 2024Q4: 14,950 shares; 2025Q1: 14,955 shares; 2025Q2: 14,955 shares; 2025Q3: 11,450 shares; 2025Q4: 11,450 shares; 2026Q1: 11,450 shares 11,450 $203K 0.05% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,088 shares; 2025Q3: 2,243 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares 2,296 $199K 0.05% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,214 shares; 2025Q1: 2,579 shares; 2025Q2: 2,654 shares; 2025Q3: 2,739 shares; 2025Q4: 2,817 shares; 2026Q1: 3,131 shares 3,131 $199K 0.05% +314 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 446 shares; 2025Q1: 431 shares; 2025Q2: 469 shares; 2025Q3: 462 shares; 2025Q4: 467 shares; 2026Q1: 555 shares 555 $199K 0.05% +88 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,272 shares; 2024Q4: 1,295 shares; 2025Q1: 1,412 shares; 2025Q2: 1,309 shares; 2025Q3: 1,268 shares; 2025Q4: 1,160 shares; 2026Q1: 1,152 shares 1,152 $199K 0.05% -8 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 263 shares; 2025Q1: 473 shares; 2025Q2: 605 shares; 2025Q3: 700 shares; 2025Q4: 736 shares; 2026Q1: 802 shares 802 $196K 0.05% +66 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 23 shares; 2025Q3: 987 shares; 2025Q4: 1,049 shares; 2026Q1: 763 shares 763 $194K 0.05% -286 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 1,151 shares; 2025Q1: 1,235 shares; 2025Q2: 1,427 shares; 2025Q3: 1,428 shares; 2025Q4: 1,494 shares; 2026Q1: 1,600 shares 1,600 $194K 0.05% +106 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 1,503 shares; 2025Q1: 1,926 shares; 2025Q2: 1,749 shares; 2025Q3: 2,925 shares; 2025Q4: 3,484 shares; 2026Q1: 2,849 shares 2,849 $193K 0.05% -635 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 1,350 shares; 2025Q4: 1,977 shares; 2026Q1: 1,350 shares 1,350 $192K 0.05% -627 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,917 shares; 2024Q4: 1,638 shares; 2025Q1: 2,368 shares; 2025Q2: 2,206 shares; 2025Q3: 3,758 shares; 2025Q4: 2,583 shares; 2026Q1: 3,675 shares 3,675 $191K 0.05% +1,092 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 112 shares; 2025Q1: 168 shares; 2025Q2: 228 shares; 2025Q3: 248 shares; 2025Q4: 278 shares; 2026Q1: 352 shares 352 $189K 0.05% +74 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: 289 shares; 2026Q1: 318 shares 318 $187K 0.05% +29 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,090 shares; 2024Q4: 465 shares; 2025Q1: 543 shares; 2025Q2: 564 shares; 2025Q3: 621 shares; 2025Q4: 668 shares; 2026Q1: 699 shares 699 $187K 0.05% +31 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 1,195 shares; 2025Q3: 1,235 shares; 2025Q4: 1,464 shares; 2026Q1: 1,709 shares 1,709 $186K 0.05% +245 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,133 shares; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 467 shares; 2026Q1: 427 shares 427 $184K 0.05% -40 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,270 shares; 2026Q1: 10,676 shares 10,676 $181K 0.05% +406 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,017 shares; 2025Q1: 2,842 shares; 2025Q2: 3,331 shares; 2025Q3: 4,180 shares; 2025Q4: 3,797 shares; 2026Q1: 4,506 shares 4,506 $180K 0.05% +709 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares; 2026Q1: 1,955 shares 1,955 $179K 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 212 shares; 2025Q1: 257 shares; 2025Q2: 309 shares; 2025Q3: 328 shares; 2025Q4: 350 shares; 2026Q1: 401 shares 401 $175K 0.04% +51 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,011 shares; 2024Q4: 117 shares; 2025Q1: 188 shares; 2025Q2: 178 shares; 2025Q3: 261 shares; 2025Q4: 292 shares; 2026Q1: 484 shares 484 $172K 0.04% +192 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,933 shares; 2024Q4: 20 shares; 2025Q1: 454 shares; 2025Q2: 590 shares; 2025Q3: 949 shares; 2025Q4: 1,001 shares; 2026Q1: 1,062 shares 1,062 $172K 0.04% +61 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,190 shares; 2024Q4: 94 shares; 2025Q1: 512 shares; 2025Q2: 451 shares; 2025Q3: 678 shares; 2025Q4: 738 shares; 2026Q1: 828 shares 828 $171K 0.04% +90 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 3,588 shares 3,588 $171K 0.04% -503 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,573 shares; 2024Q4: 286 shares; 2025Q1: 367 shares; 2025Q2: 446 shares; 2025Q3: 444 shares; 2025Q4: 329 shares; 2026Q1: 426 shares 426 $169K 0.04% +97 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,423 shares 1,423 $169K 0.04% +312 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 912 shares; 2025Q1: 1,160 shares; 2025Q2: 1,350 shares; 2025Q3: 1,210 shares; 2025Q4: 1,808 shares; 2026Q1: 2,230 shares 2,230 $168K 0.04% +422 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,082 shares; 2024Q4: 10 shares; 2025Q1: 26 shares; 2025Q2: 54 shares; 2025Q3: 69 shares; 2025Q4: 96 shares; 2026Q1: 320 shares 320 $167K 0.04% +224 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,908 shares; 2024Q4: 2,495 shares; 2025Q1: 2,613 shares; 2025Q2: 2,737 shares; 2025Q3: 2,647 shares; 2025Q4: 2,767 shares; 2026Q1: 3,275 shares 3,275 $165K 0.04% +508 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,425 shares; 2024Q4: 352 shares; 2025Q1: 828 shares; 2025Q2: 835 shares; 2025Q3: 1,246 shares; 2025Q4: 1,202 shares; 2026Q1: 1,043 shares 1,043 $164K 0.04% -159 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,917 shares; 2025Q2: 2,606 shares; 2025Q3: 2,668 shares; 2025Q4: not reported; 2026Q1: 2,467 shares 2,467 $164K 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,373 shares; 2024Q4: 780 shares; 2025Q1: 891 shares; 2025Q2: 1,021 shares; 2025Q3: 1,140 shares; 2025Q4: 1,125 shares; 2026Q1: 1,019 shares 1,019 $163K 0.04% -106 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: 1,206 shares; 2025Q4: 986 shares; 2026Q1: 1,085 shares 1,085 $163K 0.04% +99 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,247 shares 1,247 $162K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,247 shares; 2024Q4: 241 shares; 2025Q1: 421 shares; 2025Q2: 429 shares; 2025Q3: 535 shares; 2025Q4: 570 shares; 2026Q1: 888 shares 888 $162K 0.04% +318 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 677 shares; 2025Q1: 622 shares; 2025Q2: 731 shares; 2025Q3: 721 shares; 2025Q4: 763 shares; 2026Q1: 807 shares 807 $160K 0.04% +44 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 431 shares; 2026Q1: 406 shares 406 $159K 0.04% -25 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,255 shares; 2024Q4: 6,804 shares; 2025Q1: 7,736 shares; 2025Q2: 6,491 shares; 2025Q3: 2,401 shares; 2025Q4: 2,641 shares; 2026Q1: 3,092 shares 3,092 $159K 0.04% +451 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,467 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,489 shares; 2025Q4: 1,630 shares; 2026Q1: 1,711 shares 1,711 $159K 0.04% +81 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,557 shares; 2024Q4: 5,177 shares; 2025Q1: 5,794 shares; 2025Q2: 5,763 shares; 2025Q3: 3,335 shares; 2025Q4: 4,206 shares; 2026Q1: 3,861 shares 3,861 $158K 0.04% -345 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares; 2026Q1: 662 shares 662 $158K 0.04% +246 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,246 shares; 2024Q4: not reported; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,683 shares; 2026Q1: 4,432 shares 4,432 $158K 0.04% +749 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,161 shares; 2024Q4: 69 shares; 2025Q1: 88 shares; 2025Q2: 117 shares; 2025Q3: 150 shares; 2025Q4: 184 shares; 2026Q1: 216 shares 216 $157K 0.04% +32 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 527 shares 527 $157K 0.04% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 425 shares; 2025Q4: 406 shares; 2026Q1: 463 shares 463 $154K 0.04% +57 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,965 shares; 2026Q1: 9,225 shares 9,225 $153K 0.04% +2,260 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,831 shares; 2024Q4: 875 shares; 2025Q1: 912 shares; 2025Q2: 909 shares; 2025Q3: 843 shares; 2025Q4: 787 shares; 2026Q1: 629 shares 629 $153K 0.04% -158 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 283 shares; 2025Q4: 291 shares; 2026Q1: 313 shares 313 $152K 0.04% +22 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 147 shares; 2025Q1: 207 shares; 2025Q2: 247 shares; 2025Q3: 279 shares; 2025Q4: 300 shares; 2026Q1: 319 shares 319 $151K 0.04% +19 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,638 shares; 2024Q4: 445 shares; 2025Q1: 728 shares; 2025Q2: 828 shares; 2025Q3: 983 shares; 2025Q4: 1,043 shares; 2026Q1: 1,267 shares 1,267 $150K 0.04% +224 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,723 shares; 2026Q1: 2,525 shares 2,525 $148K 0.04% +802 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,450 shares 4,450 $148K 0.04% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,075 shares; 2026Q1: 5,329 shares 5,329 $146K 0.04% +1,254 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,503 shares; 2024Q4: 1,167 shares; 2025Q1: 1,620 shares; 2025Q2: 1,213 shares; 2025Q3: 935 shares; 2025Q4: 980 shares; 2026Q1: 1,477 shares 1,477 $145K 0.04% +497 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,854 shares; 2024Q4: 381 shares; 2025Q1: 702 shares; 2025Q2: 791 shares; 2025Q3: 1,640 shares; 2025Q4: 1,117 shares; 2026Q1: 1,109 shares 1,109 $145K 0.04% -8 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 33 shares; 2025Q1: 39 shares; 2025Q2: 38 shares; 2025Q3: 40 shares; 2025Q4: 39 shares; 2026Q1: 43 shares 43 $145K 0.04% +4 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 362 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,192 shares 2,192 $145K 0.04% new Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,344 shares; 2024Q4: not reported; 2025Q1: 5,901 shares; 2025Q2: 2,101 shares; 2025Q3: 2,775 shares; 2025Q4: 2,852 shares; 2026Q1: 2,959 shares 2,959 $142K 0.04% +107 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 1,052 shares; 2025Q1: 1,148 shares; 2025Q2: 1,140 shares; 2025Q3: 1,210 shares; 2025Q4: 1,253 shares; 2026Q1: 1,515 shares 1,515 $141K 0.04% +262 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264 shares; 2026Q1: 362 shares 362 $141K 0.04% +98 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,767 shares; 2024Q4: 194 shares; 2025Q1: 393 shares; 2025Q2: 423 shares; 2025Q3: 439 shares; 2025Q4: 459 shares; 2026Q1: 498 shares 498 $140K 0.04% +39 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,127 shares; 2024Q4: 582 shares; 2025Q1: 585 shares; 2025Q2: 579 shares; 2025Q3: 550 shares; 2025Q4: 573 shares; 2026Q1: 591 shares 591 $138K 0.04% +18 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 2,400 shares 2,400 $137K 0.03% +600 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,743 shares; 2024Q4: 2,901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 1,996 shares; 2026Q1: 1,838 shares 1,838 $137K 0.03% -158 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 1,623 shares; 2025Q1: 973 shares; 2025Q2: 820 shares; 2025Q3: 821 shares; 2025Q4: 857 shares; 2026Q1: 911 shares 911 $137K 0.03% +54 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,397 shares; 2024Q4: 160 shares; 2025Q1: 300 shares; 2025Q2: 385 shares; 2025Q3: 327 shares; 2025Q4: 363 shares; 2026Q1: 511 shares 511 $136K 0.03% +148 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: 832 shares; 2025Q3: 979 shares; 2025Q4: 1,163 shares; 2026Q1: 1,648 shares 1,648 $135K 0.03% +485 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,450 shares; 2024Q4: 593 shares; 2025Q1: 936 shares; 2025Q2: 1,186 shares; 2025Q3: 1,264 shares; 2025Q4: 1,278 shares; 2026Q1: 1,902 shares 1,902 $135K 0.03% +624 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: 885 shares; 2025Q1: 1,050 shares; 2025Q2: 1,024 shares; 2025Q3: 1,064 shares; 2025Q4: 1,189 shares; 2026Q1: 1,155 shares 1,155 $130K 0.03% -34 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: 1,342 shares; 2026Q1: 1,511 shares 1,511 $129K 0.03% +169 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,327 shares 3,327 $129K 0.03% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 174 shares; 2025Q4: 183 shares; 2026Q1: 230 shares 230 $129K 0.03% +47 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 18 shares; 2025Q1: 116 shares; 2025Q2: 541 shares; 2025Q3: 602 shares; 2025Q4: 787 shares; 2026Q1: 1,202 shares 1,202 $128K 0.03% +415 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 902 shares; 2025Q1: 1,389 shares; 2025Q2: 1,571 shares; 2025Q3: 1,696 shares; 2025Q4: 1,739 shares; 2026Q1: 1,769 shares 1,769 $128K 0.03% +30 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 42 shares; 2025Q1: 264 shares; 2025Q2: 268 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234 shares 234 $127K 0.03% new Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares 11,400 $127K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,726 shares; 2024Q4: 190 shares; 2025Q1: 355 shares; 2025Q2: 456 shares; 2025Q3: 919 shares; 2025Q4: 1,425 shares; 2026Q1: 1,036 shares 1,036 $123K 0.03% -389 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,363 shares; 2024Q4: 973 shares; 2025Q1: 1,142 shares; 2025Q2: 1,210 shares; 2025Q3: 1,322 shares; 2025Q4: 1,469 shares; 2026Q1: 1,714 shares 1,714 $122K 0.03% +245 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 156 shares; 2025Q1: 299 shares; 2025Q2: 376 shares; 2025Q3: 712 shares; 2025Q4: 718 shares; 2026Q1: 834 shares 834 $121K 0.03% +116 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,646 shares; 2024Q4: 520 shares; 2025Q1: 729 shares; 2025Q2: 993 shares; 2025Q3: 1,267 shares; 2025Q4: 1,896 shares; 2026Q1: 1,950 shares 1,950 $121K 0.03% +54 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 1,253 shares; 2026Q1: 551 shares 551 $121K 0.03% -702 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 3,266 shares 3,266 $120K 0.03% +3,190 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 603 shares; 2025Q1: 1,034 shares; 2025Q2: 1,571 shares; 2025Q3: 1,327 shares; 2025Q4: 1,441 shares; 2026Q1: 1,498 shares 1,498 $120K 0.03% +57 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,073 shares; 2024Q4: 56 shares; 2025Q1: 220 shares; 2025Q2: 322 shares; 2025Q3: 297 shares; 2025Q4: 335 shares; 2026Q1: 307 shares 307 $120K 0.03% -28 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,664 shares 1,664 $119K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 209 shares; 2025Q1: 393 shares; 2025Q2: 343 shares; 2025Q3: 409 shares; 2025Q4: 434 shares; 2026Q1: 477 shares 477 $118K 0.03% +43 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 160 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 365 shares; 2026Q1: 305 shares 305 $117K 0.03% -60 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 819 shares 819 $117K 0.03% -4 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 349 shares; 2025Q1: 1,266 shares; 2025Q2: 1,410 shares; 2025Q3: 1,213 shares; 2025Q4: 1,325 shares; 2026Q1: 1,427 shares 1,427 $117K 0.03% +102 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 453 shares; 2025Q1: 623 shares; 2025Q2: 780 shares; 2025Q3: 843 shares; 2025Q4: 797 shares; 2026Q1: 765 shares 765 $115K 0.03% -32 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,383 shares; 2024Q4: 3,755 shares; 2025Q1: 3,737 shares; 2025Q2: 1,792 shares; 2025Q3: 2,017 shares; 2025Q4: 2,791 shares; 2026Q1: 2,876 shares 2,876 $112K 0.03% +85 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,547 shares; 2026Q1: 9,912 shares 9,912 $112K 0.03% +365 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 893 shares; 2025Q1: not reported; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,426 shares; 2026Q1: 1,637 shares 1,637 $111K 0.03% +211 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 104 shares; 2025Q1: 166 shares; 2025Q2: 180 shares; 2025Q3: 182 shares; 2025Q4: 196 shares; 2026Q1: 307 shares 307 $110K 0.03% +111 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 303 shares; 2025Q1: 319 shares; 2025Q2: 369 shares; 2025Q3: 477 shares; 2025Q4: 684 shares; 2026Q1: 953 shares 953 $109K 0.03% +269 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,490 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares 372 $107K 0.03% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 280 shares; 2025Q1: 382 shares; 2025Q2: 349 shares; 2025Q3: 481 shares; 2025Q4: 453 shares; 2026Q1: 534 shares 534 $105K 0.03% +81 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 16 shares; 2025Q1: 35 shares; 2025Q2: 215 shares; 2025Q3: 223 shares; 2025Q4: 224 shares; 2026Q1: 217 shares 217 $104K 0.03% -7 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,348 shares; 2024Q4: 185 shares; 2025Q1: 305 shares; 2025Q2: 363 shares; 2025Q3: 351 shares; 2025Q4: 401 shares; 2026Q1: 916 shares 916 $104K 0.03% +515 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264 shares; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: 390 shares 390 $104K 0.03% +87 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares; 2026Q1: 1,814 shares 1,814 $103K 0.03% -291 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 559 shares; 2025Q1: 679 shares; 2025Q2: 814 shares; 2025Q3: 1,203 shares; 2025Q4: 879 shares; 2026Q1: 1,571 shares 1,571 $102K 0.03% +692 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 1,596 shares; 2025Q1: 1,543 shares; 2025Q2: 468 shares; 2025Q3: 563 shares; 2025Q4: 582 shares; 2026Q1: 930 shares 930 $102K 0.03% +348 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,065 shares; 2024Q4: 544 shares; 2025Q1: 774 shares; 2025Q2: 911 shares; 2025Q3: 946 shares; 2025Q4: 770 shares; 2026Q1: 1,188 shares 1,188 $101K 0.03% +418 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,660 shares; 2026Q1: 3,327 shares 3,327 $101K 0.03% -22,333 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares 784 $99.3K 0.03% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,413 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 395 shares; 2026Q1: 391 shares 391 $97K 0.02% -4 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,903 shares; 2024Q4: 1,097 shares; 2025Q1: 1,203 shares; 2025Q2: 410 shares; 2025Q3: 269 shares; 2025Q4: 353 shares; 2026Q1: 794 shares 794 $96.2K 0.02% +441 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,995 shares; 2024Q4: 162 shares; 2025Q1: 1,014 shares; 2025Q2: 1,176 shares; 2025Q3: 2,735 shares; 2025Q4: 1,771 shares; 2026Q1: 1,725 shares 1,725 $95.2K 0.02% -46 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,029 shares; 2024Q4: 653 shares; 2025Q1: 553 shares; 2025Q2: 721 shares; 2025Q3: 689 shares; 2025Q4: 640 shares; 2026Q1: 866 shares 866 $95K 0.02% +226 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 1,510 shares 1,510 $94.3K 0.02% +1,391 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,553 shares; 2026Q1: 10,435 shares 10,435 $93.7K 0.02% +882 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 482 shares; 2025Q4: 486 shares; 2026Q1: 498 shares 498 $92.9K 0.02% +12 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,887 shares; 2025Q3: 2,260 shares; 2025Q4: 2,279 shares; 2026Q1: 2,276 shares 2,276 $92.8K 0.02% -3 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; 2024Q2: restricted; 2024Q3: 94,127 shares; 2024Q4: 677 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,421 shares; 2025Q4: 1,346 shares; 2026Q1: 1,514 shares 1,514 $92.4K 0.02% +168 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares 1,780 $92.3K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 134 shares 134 $91.3K 0.02% +78 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,679 shares; 2024Q4: 1,399 shares; 2025Q1: 3,717 shares; 2025Q2: 4,694 shares; 2025Q3: 5,470 shares; 2025Q4: 5,818 shares; 2026Q1: 7,842 shares 7,842 $90.5K 0.02% +2,024 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,487 shares; 2024Q4: 386 shares; 2025Q1: 533 shares; 2025Q2: 536 shares; 2025Q3: 589 shares; 2025Q4: 585 shares; 2026Q1: 854 shares 854 $90.3K 0.02% +269 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,633 shares; 2024Q4: 151 shares; 2025Q1: 156 shares; 2025Q2: 292 shares; 2025Q3: 334 shares; 2025Q4: 391 shares; 2026Q1: 322 shares 322 $89.5K 0.02% -69 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 614 shares; 2025Q4: 821 shares; 2026Q1: 1,105 shares 1,105 $89.4K 0.02% +284 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,171 shares; 2024Q4: 200 shares; 2025Q1: 425 shares; 2025Q2: 409 shares; 2025Q3: 541 shares; 2025Q4: 511 shares; 2026Q1: 912 shares 912 $89.1K 0.02% +401 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 443 shares 443 $88.6K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,944 shares; 2024Q4: 913 shares; 2025Q1: 1,493 shares; 2025Q2: 1,540 shares; 2025Q3: 3,220 shares; 2025Q4: 1,830 shares; 2026Q1: 1,634 shares 1,634 $88.4K 0.02% -196 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,083 shares; 2024Q4: 670 shares; 2025Q1: 731 shares; 2025Q2: 980 shares; 2025Q3: 1,223 shares; 2025Q4: 1,480 shares; 2026Q1: 1,746 shares 1,746 $87.9K 0.02% +266 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124 shares 124 $87.1K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,698 shares; 2024Q4: 1,205 shares; 2025Q1: 1,730 shares; 2025Q2: 1,678 shares; 2025Q3: 1,530 shares; 2025Q4: 1,115 shares; 2026Q1: 2,321 shares 2,321 $86.4K 0.02% +1,206 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 624 shares; 2025Q1: 890 shares; 2025Q2: 936 shares; 2025Q3: 1,011 shares; 2025Q4: 1,004 shares; 2026Q1: 1,076 shares 1,076 $86.2K 0.02% +72 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,141 shares; 2024Q4: 332 shares; 2025Q1: 470 shares; 2025Q2: 483 shares; 2025Q3: 574 shares; 2025Q4: 641 shares; 2026Q1: 1,428 shares 1,428 $86.2K 0.02% +787 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 595 shares; 2025Q1: 896 shares; 2025Q2: 1,061 shares; 2025Q3: 1,144 shares; 2025Q4: 892 shares; 2026Q1: 2,411 shares 2,411 $86.1K 0.02% +1,519 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,895 shares; 2024Q4: 291 shares; 2025Q1: 290 shares; 2025Q2: 354 shares; 2025Q3: 408 shares; 2025Q4: 429 shares; 2026Q1: 400 shares 400 $86K 0.02% -29 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 94 shares; 2025Q3: 114 shares; 2025Q4: 124 shares; 2026Q1: 249 shares 249 $85.7K 0.02% +125 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 300 shares; 2025Q3: 409 shares; 2025Q4: 421 shares; 2026Q1: 414 shares 414 $84K 0.02% -7 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 157 shares; 2025Q1: 302 shares; 2025Q2: 632 shares; 2025Q3: 875 shares; 2025Q4: 1,402 shares; 2026Q1: 2,067 shares 2,067 $83.7K 0.02% +665 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 629 shares; 2025Q1: 861 shares; 2025Q2: 850 shares; 2025Q3: 1,652 shares; 2025Q4: 986 shares; 2026Q1: 1,049 shares 1,049 $83.3K 0.02% +63 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 305 shares; 2025Q1: 379 shares; 2025Q2: 407 shares; 2025Q3: 458 shares; 2025Q4: 417 shares; 2026Q1: 462 shares 462 $83.2K 0.02% +45 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,537 shares; 2026Q1: 1,691 shares 1,691 $82.9K 0.02% +154 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,699 shares; 2025Q2: 2,527 shares; 2025Q3: 2,582 shares; 2025Q4: 4,331 shares; 2026Q1: 4,256 shares 4,256 $81.5K 0.02% -75 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 577 shares; 2025Q1: 688 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 2,305 shares; 2026Q1: 1,427 shares 1,427 $81K 0.02% -878 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,921 shares; 2026Q1: 1,881 shares 1,881 $79.8K 0.02% -40 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,337 shares; 2024Q4: 823 shares; 2025Q1: 1,106 shares; 2025Q2: 1,491 shares; 2025Q3: 1,353 shares; 2025Q4: 2,631 shares; 2026Q1: 2,489 shares 2,489 $79.7K 0.02% -142 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,196 shares; 2024Q4: 1,599 shares; 2025Q1: 2,794 shares; 2025Q2: 3,008 shares; 2025Q3: 6,071 shares; 2025Q4: 4,160 shares; 2026Q1: 5,077 shares 5,077 $79.5K 0.02% +917 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,736 shares; 2024Q4: 1,476 shares; 2025Q1: 1,653 shares; 2025Q2: 1,046 shares; 2025Q3: 1,847 shares; 2025Q4: 1,330 shares; 2026Q1: 1,907 shares 1,907 $79.4K 0.02% +577 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 269 shares; 2025Q4: 277 shares; 2026Q1: 541 shares 541 $79.1K 0.02% +264 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 690 shares; 2025Q4: 827 shares; 2026Q1: 1,136 shares 1,136 $78.7K 0.02% +309 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 516 shares; 2025Q1: 852 shares; 2025Q2: 752 shares; 2025Q3: 648 shares; 2025Q4: 772 shares; 2026Q1: 838 shares 838 $78.2K 0.02% +66 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: 968 shares; 2025Q3: 953 shares; 2025Q4: 946 shares; 2026Q1: 1,223 shares 1,223 $75.6K 0.02% +277 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 202 shares; 2025Q1: 216 shares; 2025Q2: 184 shares; 2025Q3: 196 shares; 2025Q4: 294 shares; 2026Q1: 436 shares 436 $75.3K 0.02% +142 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 10 shares; 2025Q1: 175 shares; 2025Q2: 252 shares; 2025Q3: 299 shares; 2025Q4: 442 shares; 2026Q1: 675 shares 675 $75.2K 0.02% +233 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 170 shares; 2025Q1: 223 shares; 2025Q2: 256 shares; 2025Q3: 279 shares; 2025Q4: 349 shares; 2026Q1: 360 shares 360 $75K 0.02% +11 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 902 shares; 2025Q3: 1,362 shares; 2025Q4: 1,511 shares; 2026Q1: 1,079 shares 1,079 $74.8K 0.02% -432 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 706 shares; 2025Q2: 621 shares; 2025Q3: 725 shares; 2025Q4: 740 shares; 2026Q1: 851 shares 851 $74.6K 0.02% +111 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 209 shares; 2025Q2: 282 shares; 2025Q3: 293 shares; 2025Q4: 341 shares; 2026Q1: 567 shares 567 $71.3K 0.02% +226 Timeline