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: restricted; 2024Q4: 468,441 shares; 2025Q1: 467,855 shares; 2025Q2: 443,132 shares; 2025Q3: 427,512 shares; 2025Q4: 433,062 shares; 2026Q1: 426,203 shares 426,203 $122M 5.11% -6,859 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: restricted; 2024Q4: 237,642 shares; 2025Q1: 234,888 shares; 2025Q2: 231,664 shares; 2025Q3: 225,772 shares; 2025Q4: 241,411 shares; 2026Q1: 238,086 shares 238,086 $88.1M 3.68% -3,325 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: restricted; 2024Q4: 472,585 shares; 2025Q1: 473,483 shares; 2025Q2: 468,094 shares; 2025Q3: 461,186 shares; 2025Q4: 480,297 shares; 2026Q1: 473,172 shares 473,172 $82.5M 3.45% -7,125 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 301,667 shares; 2025Q1: 299,847 shares; 2025Q2: 282,298 shares; 2025Q3: 286,657 shares; 2025Q4: 286,935 shares; 2026Q1: 284,387 shares 284,387 $72.2M 3.02% -2,548 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: restricted; 2024Q4: 254,015 shares; 2025Q1: 255,007 shares; 2025Q2: 307,645 shares; 2025Q3: 305,209 shares; 2025Q4: 315,372 shares; 2026Q1: 339,672 shares 339,672 $70.7M 2.96% +24,300 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: restricted; 2024Q4: 342,580 shares; 2025Q1: 276,948 shares; 2025Q2: 270,274 shares; 2025Q3: 255,036 shares; 2025Q4: 257,266 shares; 2026Q1: 218,422 shares 218,422 $67.6M 2.83% -38,844 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: restricted; 2024Q4: 69,451 shares; 2025Q1: 68,488 shares; 2025Q2: 67,863 shares; 2025Q3: 65,859 shares; 2025Q4: 68,667 shares; 2026Q1: 67,245 shares 67,245 $67M 2.8% -1,422 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: restricted; 2024Q4: 170,545 shares; 2025Q1: 171,355 shares; 2025Q2: 170,147 shares; 2025Q3: 167,087 shares; 2025Q4: 176,208 shares; 2026Q1: 175,119 shares 175,119 $51.5M 2.15% -1,089 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: restricted; 2024Q4: 207,335 shares; 2025Q1: 204,666 shares; 2025Q2: 203,371 shares; 2025Q3: 198,127 shares; 2025Q4: 212,903 shares; 2026Q1: 210,712 shares 210,712 $51.5M 2.15% -2,191 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: restricted; 2024Q4: 377,127 shares; 2025Q1: 371,464 shares; 2025Q2: 356,816 shares; 2025Q3: 343,679 shares; 2025Q4: 365,335 shares; 2026Q1: 370,115 shares 370,115 $46M 1.92% +4,780 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: restricted; 2024Q4: 147,348 shares; 2025Q1: 144,812 shares; 2025Q2: 143,320 shares; 2025Q3: 137,853 shares; 2025Q4: 141,083 shares; 2026Q1: 139,194 shares 139,194 $45.7M 1.91% -1,889 Timeline IXUS 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: restricted; 2024Q4: 432,577 shares; 2025Q1: 436,201 shares; 2025Q2: 427,103 shares; 2025Q3: 450,702 shares; 2025Q4: 503,602 shares; 2026Q1: 521,388 shares 521,388 $45.2M 1.89% +17,786 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: restricted; 2024Q4: 108,317 shares; 2025Q1: 107,772 shares; 2025Q2: 108,385 shares; 2025Q3: 103,680 shares; 2025Q4: 116,082 shares; 2026Q1: 95,827 shares 95,827 $41.2M 1.72% -20,255 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 682,763 shares; 2025Q1: 687,424 shares; 2025Q2: 620,416 shares; 2025Q3: 600,487 shares; 2025Q4: 608,201 shares; 2026Q1: 603,874 shares 603,874 $40.8M 1.7% -4,327 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: restricted; 2024Q4: 58,309 shares; 2025Q1: 56,911 shares; 2025Q2: 56,323 shares; 2025Q3: 56,154 shares; 2025Q4: 62,656 shares; 2026Q1: 62,460 shares 62,460 $40.6M 1.7% -196 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: restricted; 2024Q4: 130,693 shares; 2025Q1: 128,583 shares; 2025Q2: 126,923 shares; 2025Q3: 123,442 shares; 2025Q4: 132,858 shares; 2026Q1: 122,555 shares 122,555 $37M 1.55% -10,303 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: restricted; 2024Q4: 99,281 shares; 2025Q1: 98,666 shares; 2025Q2: 99,195 shares; 2025Q3: 95,384 shares; 2025Q4: 102,427 shares; 2026Q1: 102,571 shares 102,571 $33.4M 1.4% +144 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: restricted; 2024Q4: 184,298 shares; 2025Q1: 184,171 shares; 2025Q2: 182,164 shares; 2025Q3: 178,147 shares; 2025Q4: 191,466 shares; 2026Q1: 192,539 shares 192,539 $30.9M 1.29% +1,073 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: restricted; 2024Q4: 120,952 shares; 2025Q1: 115,502 shares; 2025Q2: 101,625 shares; 2025Q3: 105,166 shares; 2025Q4: 109,436 shares; 2026Q1: 103,603 shares 103,603 $29.8M 1.25% -5,833 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: restricted; 2024Q4: 202,325 shares; 2025Q1: 201,423 shares; 2025Q2: 197,468 shares; 2025Q3: 190,935 shares; 2025Q4: 206,278 shares; 2026Q1: 206,274 shares 206,274 $26.1M 1.09% -4 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: restricted; 2024Q4: 243,131 shares; 2025Q1: 175,007 shares; 2025Q2: 164,012 shares; 2025Q3: 161,922 shares; 2025Q4: 175,588 shares; 2026Q1: 166,969 shares 166,969 $25.9M 1.08% -8,619 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: restricted; 2024Q4: 53,454 shares; 2025Q1: 52,639 shares; 2025Q2: 51,616 shares; 2025Q3: 49,305 shares; 2025Q4: 52,426 shares; 2026Q1: 50,426 shares 50,426 $25.2M 1.05% -2,000 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: restricted; 2024Q4: 106,620 shares; 2025Q1: 105,308 shares; 2025Q2: 105,437 shares; 2025Q3: 105,087 shares; 2025Q4: 84,354 shares; 2026Q1: 83,211 shares 83,211 $25.2M 1.05% -1,143 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: restricted; 2024Q4: 237,660 shares; 2025Q1: 234,062 shares; 2025Q2: 232,664 shares; 2025Q3: 223,162 shares; 2025Q4: 241,771 shares; 2026Q1: 242,629 shares 242,629 $24.9M 1.04% +858 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: restricted; 2024Q4: 84,828 shares; 2025Q1: 87,553 shares; 2025Q2: 109,293 shares; 2025Q3: 107,943 shares; 2025Q4: 122,734 shares; 2026Q1: 121,195 shares 121,195 $23.4M 0.98% -1,539 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: restricted; 2024Q4: 122,982 shares; 2025Q1: 123,537 shares; 2025Q2: 123,565 shares; 2025Q3: 122,521 shares; 2025Q4: 135,621 shares; 2026Q1: 134,642 shares 134,642 $22.8M 0.95% -979 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: restricted; 2024Q4: 126,850 shares; 2025Q1: 101,620 shares; 2025Q2: 99,697 shares; 2025Q3: 90,870 shares; 2025Q4: 99,645 shares; 2026Q1: 99,097 shares 99,097 $22.4M 0.94% -548 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: restricted; 2024Q4: 5,805 shares; 2025Q1: 5,969 shares; 2025Q2: 5,959 shares; 2025Q3: 5,825 shares; 2025Q4: 6,476 shares; 2026Q1: 6,491 shares 6,491 $21.9M 0.92% +15 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,050 shares; 2025Q4: 44,359 shares; 2026Q1: 344,274 shares 344,274 $21.9M 0.92% +299,915 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: restricted; 2024Q4: 171,007 shares; 2025Q1: 171,011 shares; 2025Q2: 170,057 shares; 2025Q3: 174,033 shares; 2025Q4: 180,617 shares; 2026Q1: 148,772 shares 148,772 $21.9M 0.91% -31,845 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,635 shares; 2025Q1: 249,305 shares; 2025Q2: 261,673 shares; 2025Q3: 290,668 shares; 2025Q4: 331,150 shares; 2026Q1: 339,275 shares 339,275 $21.7M 0.91% +8,125 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: restricted; 2024Q4: 36,629 shares; 2025Q1: 37,528 shares; 2025Q2: 37,250 shares; 2025Q3: 37,113 shares; 2025Q4: 39,177 shares; 2026Q1: 37,386 shares 37,386 $21.4M 0.89% -1,791 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: restricted; 2024Q4: 62,962 shares; 2025Q1: 62,875 shares; 2025Q2: 62,513 shares; 2025Q3: 61,006 shares; 2025Q4: 63,697 shares; 2026Q1: 64,917 shares 64,917 $21.4M 0.89% +1,220 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: restricted; 2024Q4: 86,161 shares; 2025Q1: 85,811 shares; 2025Q2: 85,381 shares; 2025Q3: 82,770 shares; 2025Q4: 92,095 shares; 2026Q1: 91,900 shares 91,900 $21.1M 0.88% -195 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: restricted; 2024Q4: 269,792 shares; 2025Q1: 267,998 shares; 2025Q2: 280,305 shares; 2025Q3: 276,016 shares; 2025Q4: 275,989 shares; 2026Q1: 273,612 shares 273,612 $20.8M 0.87% -2,377 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: restricted; 2024Q4: 39,946 shares; 2025Q1: 41,768 shares; 2025Q2: 41,467 shares; 2025Q3: 40,973 shares; 2025Q4: 42,442 shares; 2026Q1: 41,863 shares 41,863 $20.6M 0.86% -579 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: restricted; 2024Q4: 86,553 shares; 2025Q1: 85,223 shares; 2025Q2: 83,909 shares; 2025Q3: 80,342 shares; 2025Q4: 78,259 shares; 2026Q1: 77,905 shares 77,905 $20.3M 0.85% -354 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: restricted; 2024Q4: 26,782 shares; 2025Q1: 26,992 shares; 2025Q2: 27,339 shares; 2025Q3: 28,499 shares; 2025Q4: 29,762 shares; 2026Q1: 30,387 shares 30,387 $19.8M 0.83% +625 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: restricted; 2024Q4: 242,259 shares; 2025Q1: 236,884 shares; 2025Q2: 243,654 shares; 2025Q3: 243,531 shares; 2025Q4: 261,925 shares; 2026Q1: 261,536 shares 261,536 $19.6M 0.82% -389 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: restricted; 2024Q4: 92,827 shares; 2025Q1: 92,561 shares; 2025Q2: 92,066 shares; 2025Q3: 92,035 shares; 2025Q4: 96,864 shares; 2026Q1: 98,061 shares 98,061 $19.4M 0.81% +1,197 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: restricted; 2024Q4: 22,323 shares; 2025Q1: 23,035 shares; 2025Q2: 22,802 shares; 2025Q3: 20,923 shares; 2025Q4: 22,441 shares; 2026Q1: 20,424 shares 20,424 $18.8M 0.79% -2,017 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,702 shares; 2025Q4: 78,076 shares; 2026Q1: 101,885 shares 101,885 $18.6M 0.78% +23,809 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: restricted; 2024Q4: 195,896 shares; 2025Q1: 208,912 shares; 2025Q2: 221,072 shares; 2025Q3: 220,712 shares; 2025Q4: 223,514 shares; 2026Q1: 221,240 shares 221,240 $17.6M 0.74% -2,274 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: restricted; 2024Q4: 69,939 shares; 2025Q1: 114,781 shares; 2025Q2: 126,610 shares; 2025Q3: 120,892 shares; 2025Q4: 147,373 shares; 2026Q1: 148,935 shares 148,935 $16.9M 0.71% +1,562 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: restricted; 2024Q4: not reported; 2025Q1: 2,955 shares; 2025Q2: 136,790 shares; 2025Q3: 240,569 shares; 2025Q4: 249,230 shares; 2026Q1: 226,587 shares 226,587 $16.3M 0.68% -22,643 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,802 shares 78,802 $15.5M 0.65% new 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: restricted; 2024Q4: 178,591 shares; 2025Q1: 177,061 shares; 2025Q2: 145,181 shares; 2025Q3: 143,276 shares; 2025Q4: 141,803 shares; 2026Q1: 139,393 shares 139,393 $14.8M 0.62% -2,410 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: restricted; 2024Q4: 184,264 shares; 2025Q1: 185,264 shares; 2025Q2: 187,778 shares; 2025Q3: 164,903 shares; 2025Q4: 149,714 shares; 2026Q1: 148,683 shares 148,683 $14.3M 0.6% -1,031 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: restricted; 2024Q4: 65,015 shares; 2025Q1: 76,060 shares; 2025Q2: 142,500 shares; 2025Q3: 174,335 shares; 2025Q4: 253,182 shares; 2026Q1: 280,702 shares 280,702 $14M 0.59% +27,520 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,841 shares; 2025Q1: 126,286 shares; 2025Q2: 119,766 shares; 2025Q3: 120,418 shares; 2025Q4: 135,818 shares; 2026Q1: 135,426 shares 135,426 $13.2M 0.55% -392 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: restricted; 2024Q4: 145,918 shares; 2025Q1: 147,479 shares; 2025Q2: 145,417 shares; 2025Q3: 144,192 shares; 2025Q4: 144,435 shares; 2026Q1: 138,533 shares 138,533 $12.9M 0.54% -5,902 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: restricted; 2024Q4: 277,334 shares; 2025Q1: 274,267 shares; 2025Q2: 258,112 shares; 2025Q3: 241,514 shares; 2025Q4: 254,352 shares; 2026Q1: 253,435 shares 253,435 $12.5M 0.52% -917 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: restricted; 2024Q4: 80,259 shares; 2025Q1: 78,099 shares; 2025Q2: 75,945 shares; 2025Q3: 75,856 shares; 2025Q4: 77,472 shares; 2026Q1: 77,283 shares 77,283 $12.2M 0.51% -189 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: restricted; 2024Q4: 50,214 shares; 2025Q1: 49,864 shares; 2025Q2: 50,264 shares; 2025Q3: 49,499 shares; 2025Q4: 48,018 shares; 2026Q1: 48,615 shares 48,615 $11.8M 0.49% +597 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: restricted; 2024Q4: 117,110 shares; 2025Q1: 132,710 shares; 2025Q2: 164,260 shares; 2025Q3: 165,290 shares; 2025Q4: 201,640 shares; 2026Q1: 229,810 shares 229,810 $11.7M 0.49% +28,170 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: restricted; 2024Q4: 40,912 shares; 2025Q1: 39,467 shares; 2025Q2: 38,741 shares; 2025Q3: 38,683 shares; 2025Q4: 39,951 shares; 2026Q1: 39,993 shares 39,993 $10.6M 0.44% +42 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: restricted; 2024Q4: 9,455 shares; 2025Q1: 10,132 shares; 2025Q2: 10,228 shares; 2025Q3: 10,282 shares; 2025Q4: 105,150 shares; 2026Q1: 105,433 shares 105,433 $10.1M 0.42% +283 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: restricted; 2024Q4: 35,328 shares; 2025Q1: 35,117 shares; 2025Q2: 35,299 shares; 2025Q3: 35,393 shares; 2025Q4: 38,368 shares; 2026Q1: 37,423 shares 37,423 $9.8M 0.41% -945 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: restricted; 2024Q4: 36,040 shares; 2025Q1: 37,176 shares; 2025Q2: 37,069 shares; 2025Q3: 46,505 shares; 2025Q4: 46,269 shares; 2026Q1: 47,251 shares 47,251 $9.78M 0.41% +982 Timeline FLOT 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: restricted; 2024Q4: 143,635 shares; 2025Q1: 154,535 shares; 2025Q2: 162,235 shares; 2025Q3: 161,635 shares; 2025Q4: 182,185 shares; 2026Q1: 191,485 shares 191,485 $9.76M 0.41% +9,300 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: restricted; 2024Q4: 33,622 shares; 2025Q1: 33,574 shares; 2025Q2: 33,444 shares; 2025Q3: 33,397 shares; 2025Q4: 32,461 shares; 2026Q1: 32,406 shares 32,406 $9.42M 0.39% -55 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: restricted; 2024Q4: 91,169 shares; 2025Q1: 90,329 shares; 2025Q2: 90,384 shares; 2025Q3: 88,244 shares; 2025Q4: 98,894 shares; 2026Q1: 99,270 shares 99,270 $9.26M 0.39% +376 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: restricted; 2024Q4: 28,458 shares; 2025Q1: 28,748 shares; 2025Q2: 29,057 shares; 2025Q3: 29,052 shares; 2025Q4: 31,191 shares; 2026Q1: 31,971 shares 31,971 $9.18M 0.38% +780 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,877 shares; 2025Q1: 29,796 shares; 2025Q2: 29,212 shares; 2025Q3: 28,837 shares; 2025Q4: 28,596 shares; 2026Q1: 27,975 shares 27,975 $8.97M 0.38% -621 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: restricted; 2024Q4: 28,916 shares; 2025Q1: 28,686 shares; 2025Q2: 28,778 shares; 2025Q3: 27,430 shares; 2025Q4: 28,896 shares; 2026Q1: 28,873 shares 28,873 $8.97M 0.38% -23 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,011 shares; 2025Q1: 13,866 shares; 2025Q2: 13,733 shares; 2025Q3: 13,488 shares; 2025Q4: 14,568 shares; 2026Q1: 14,362 shares 14,362 $8.86M 0.37% -206 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: restricted; 2024Q4: 47,633 shares; 2025Q1: 48,917 shares; 2025Q2: 48,178 shares; 2025Q3: 37,581 shares; 2025Q4: 38,988 shares; 2026Q1: 43,336 shares 43,336 $8.09M 0.34% +4,348 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: restricted; 2024Q4: 12,585 shares; 2025Q1: 12,612 shares; 2025Q2: 26,287 shares; 2025Q3: 27,767 shares; 2025Q4: 29,660 shares; 2026Q1: 28,563 shares 28,563 $8.03M 0.34% -1,097 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: restricted; 2024Q4: 82,437 shares; 2025Q1: 79,742 shares; 2025Q2: 80,502 shares; 2025Q3: 76,692 shares; 2025Q4: 79,983 shares; 2026Q1: 80,375 shares 80,375 $7.98M 0.33% +392 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: restricted; 2024Q4: 7,054 shares; 2025Q1: 7,154 shares; 2025Q2: 7,149 shares; 2025Q3: 6,978 shares; 2025Q4: 6,951 shares; 2026Q1: 6,951 shares 6,951 $7.58M 0.32% 0 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: restricted; 2024Q4: 102,155 shares; 2025Q1: 108,005 shares; 2025Q2: 128,868 shares; 2025Q3: 127,387 shares; 2025Q4: 150,812 shares; 2026Q1: 151,937 shares 151,937 $7.58M 0.32% +1,125 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: restricted; 2024Q4: 90,829 shares; 2025Q1: 85,329 shares; 2025Q2: 84,832 shares; 2025Q3: 92,758 shares; 2025Q4: 90,275 shares; 2026Q1: 64,873 shares 64,873 $7.46M 0.31% -25,402 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: restricted; 2024Q4: 50,203 shares; 2025Q1: 55,828 shares; 2025Q2: 65,049 shares; 2025Q3: 59,577 shares; 2025Q4: 69,057 shares; 2026Q1: 69,747 shares 69,747 $7.43M 0.31% +690 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: restricted; 2024Q4: 74,841 shares; 2025Q1: 38,031 shares; 2025Q2: 37,088 shares; 2025Q3: 35,593 shares; 2025Q4: 36,788 shares; 2026Q1: 37,545 shares 37,545 $7.12M 0.3% +757 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,547 shares; 2025Q1: 8,547 shares; 2025Q2: 17,609 shares; 2025Q3: 17,609 shares; 2025Q4: 85,076 shares; 2026Q1: 74,964 shares 74,964 $7.1M 0.3% -10,112 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: restricted; 2024Q4: 60,853 shares; 2025Q1: 60,888 shares; 2025Q2: 58,398 shares; 2025Q3: 55,272 shares; 2025Q4: 60,485 shares; 2026Q1: 58,833 shares 58,833 $7.08M 0.3% -1,652 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: restricted; 2024Q4: 19,305 shares; 2025Q1: 19,807 shares; 2025Q2: 19,970 shares; 2025Q3: 17,597 shares; 2025Q4: 20,162 shares; 2026Q1: 20,088 shares 20,088 $7.07M 0.3% -74 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: restricted; 2024Q4: 32,129 shares; 2025Q1: 33,931 shares; 2025Q2: 32,836 shares; 2025Q3: 29,137 shares; 2025Q4: 28,746 shares; 2026Q1: 24,947 shares 24,947 $6.75M 0.28% -3,799 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: restricted; 2024Q4: 42,318 shares; 2025Q1: 41,753 shares; 2025Q2: 39,304 shares; 2025Q3: 38,558 shares; 2025Q4: 41,835 shares; 2026Q1: 41,050 shares 41,050 $6.56M 0.27% -785 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: restricted; 2024Q4: 44,097 shares; 2025Q1: 43,535 shares; 2025Q2: 42,051 shares; 2025Q3: 41,979 shares; 2025Q4: 45,769 shares; 2026Q1: 45,045 shares 45,045 $6.51M 0.27% -724 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: restricted; 2024Q4: 24,522 shares; 2025Q1: 24,362 shares; 2025Q2: 24,210 shares; 2025Q3: 23,525 shares; 2025Q4: 21,351 shares; 2026Q1: 21,225 shares 21,225 $6.17M 0.26% -126 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: restricted; 2024Q4: 30,061 shares; 2025Q1: 28,301 shares; 2025Q2: 27,672 shares; 2025Q3: 25,923 shares; 2025Q4: 26,559 shares; 2026Q1: 24,967 shares 24,967 $6.07M 0.25% -1,592 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: restricted; 2024Q4: 3,147 shares; 2025Q1: 3,167 shares; 2025Q2: 3,194 shares; 2025Q3: 3,199 shares; 2025Q4: 3,315 shares; 2026Q1: 6,695 shares 6,695 $5.84M 0.24% +3,380 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: restricted; 2024Q4: 67,443 shares; 2025Q1: 65,690 shares; 2025Q2: 64,690 shares; 2025Q3: 61,085 shares; 2025Q4: 65,084 shares; 2026Q1: 64,931 shares 64,931 $5.82M 0.24% -153 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: restricted; 2024Q4: 152,440 shares; 2025Q1: 150,137 shares; 2025Q2: 148,044 shares; 2025Q3: 147,601 shares; 2025Q4: 208,557 shares; 2026Q1: 203,828 shares 203,828 $5.72M 0.24% -4,729 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: restricted; 2024Q4: 56,116 shares; 2025Q1: 56,540 shares; 2025Q2: 56,795 shares; 2025Q3: 55,762 shares; 2025Q4: 58,139 shares; 2026Q1: 62,069 shares 62,069 $5.61M 0.23% +3,930 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: restricted; 2024Q4: 11,586 shares; 2025Q1: 10,908 shares; 2025Q2: 10,396 shares; 2025Q3: 10,355 shares; 2025Q4: 11,285 shares; 2026Q1: 11,169 shares 11,169 $5.54M 0.23% -116 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: restricted; 2024Q4: 26,910 shares; 2025Q1: 26,302 shares; 2025Q2: 26,429 shares; 2025Q3: 26,276 shares; 2025Q4: 26,609 shares; 2026Q1: 26,204 shares 26,204 $5.5M 0.23% -405 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,230 shares; 2025Q1: 84,300 shares; 2025Q2: 89,400 shares; 2025Q3: 97,610 shares; 2025Q4: 104,290 shares; 2026Q1: 116,590 shares 116,590 $5.32M 0.22% +12,300 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: restricted; 2024Q4: 124,531 shares; 2025Q1: 124,161 shares; 2025Q2: 124,041 shares; 2025Q3: 123,652 shares; 2025Q4: 115,638 shares; 2026Q1: 115,276 shares 115,276 $5.3M 0.22% -362 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: restricted; 2024Q4: 24,419 shares; 2025Q1: 24,719 shares; 2025Q2: 24,169 shares; 2025Q3: 23,602 shares; 2025Q4: 27,522 shares; 2026Q1: 26,812 shares 26,812 $5.26M 0.22% -710 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: restricted; 2024Q4: 116,545 shares; 2025Q1: 117,790 shares; 2025Q2: 115,590 shares; 2025Q3: 114,655 shares; 2025Q4: 114,910 shares; 2026Q1: 114,324 shares 114,324 $5.18M 0.22% -586 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: restricted; 2024Q4: 32,347 shares; 2025Q1: 32,147 shares; 2025Q2: 31,197 shares; 2025Q3: 30,830 shares; 2025Q4: 32,480 shares; 2026Q1: 32,730 shares 32,730 $5M 0.21% +250 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: restricted; 2024Q4: 9,833 shares; 2025Q1: 9,981 shares; 2025Q2: 10,058 shares; 2025Q3: 13,063 shares; 2025Q4: 13,464 shares; 2026Q1: 13,494 shares 13,494 $4.83M 0.2% +30 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: restricted; 2024Q4: 52,965 shares; 2025Q1: 56,275 shares; 2025Q2: 59,440 shares; 2025Q3: 61,592 shares; 2025Q4: 62,479 shares; 2026Q1: 60,777 shares 60,777 $4.48M 0.19% -1,702 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: restricted; 2024Q4: 647 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 807 shares; 2025Q4: 813 shares; 2026Q1: 5,164 shares 5,164 $4.47M 0.19% +4,351 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: restricted; 2024Q4: 61,828 shares; 2025Q1: 70,225 shares; 2025Q2: 81,169 shares; 2025Q3: 81,736 shares; 2025Q4: 83,175 shares; 2026Q1: 87,200 shares 87,200 $4.41M 0.18% +4,025 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: restricted; 2024Q4: 20,273 shares; 2025Q1: 20,848 shares; 2025Q2: 21,082 shares; 2025Q3: 19,250 shares; 2025Q4: 22,751 shares; 2026Q1: 20,111 shares 20,111 $4.37M 0.18% -2,640 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,741 shares; 2025Q1: 80,391 shares; 2025Q2: 78,188 shares; 2025Q3: 75,233 shares; 2025Q4: 78,045 shares; 2026Q1: 78,975 shares 78,975 $4.37M 0.18% +930 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: restricted; 2024Q4: 4,666 shares; 2025Q1: 4,401 shares; 2025Q2: 4,277 shares; 2025Q3: 4,211 shares; 2025Q4: 4,543 shares; 2026Q1: 4,460 shares 4,460 $4.29M 0.18% -83 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,521 shares; 2025Q1: 74,694 shares; 2025Q2: 74,854 shares; 2025Q3: 74,779 shares; 2025Q4: 76,569 shares; 2026Q1: 78,693 shares 78,693 $4.14M 0.17% +2,124 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: restricted; 2024Q4: 19,502 shares; 2025Q1: 19,331 shares; 2025Q2: 18,951 shares; 2025Q3: 18,951 shares; 2025Q4: 19,404 shares; 2026Q1: 17,492 shares 17,492 $4.13M 0.17% -1,912 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: restricted; 2024Q4: 26,698 shares; 2025Q1: 26,613 shares; 2025Q2: 25,512 shares; 2025Q3: 25,417 shares; 2025Q4: 26,407 shares; 2026Q1: 23,808 shares 23,808 $4.02M 0.17% -2,599 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: restricted; 2024Q4: 12,939 shares; 2025Q1: 12,904 shares; 2025Q2: 12,584 shares; 2025Q3: 12,584 shares; 2025Q4: 12,584 shares; 2026Q1: 12,524 shares 12,524 $4.01M 0.17% -60 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: restricted; 2024Q4: 12,790 shares; 2025Q1: 18,458 shares; 2025Q2: 18,771 shares; 2025Q3: 18,574 shares; 2025Q4: 20,562 shares; 2026Q1: 20,126 shares 20,126 $3.99M 0.17% -436 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: restricted; 2024Q4: 110,743 shares; 2025Q1: 106,544 shares; 2025Q2: 103,220 shares; 2025Q3: 39,864 shares; 2025Q4: 37,290 shares; 2026Q1: 33,198 shares 33,198 $3.92M 0.16% -4,092 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: restricted; 2024Q4: 20,453 shares; 2025Q1: 20,498 shares; 2025Q2: 19,113 shares; 2025Q3: 19,252 shares; 2025Q4: 16,067 shares; 2026Q1: 15,864 shares 15,864 $3.85M 0.16% -203 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,280 shares; 2025Q3: 18,048 shares; 2025Q4: 19,165 shares; 2026Q1: 19,335 shares 19,335 $3.82M 0.16% +170 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,097 shares; 2025Q3: 63,072 shares; 2025Q4: 79,920 shares; 2026Q1: 82,549 shares 82,549 $3.8M 0.16% +2,629 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: restricted; 2024Q4: 8,545 shares; 2025Q1: 13,769 shares; 2025Q2: 14,102 shares; 2025Q3: 14,467 shares; 2025Q4: 14,847 shares; 2026Q1: 13,678 shares 13,678 $3.8M 0.16% -1,169 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: restricted; 2024Q4: 32,101 shares; 2025Q1: 31,733 shares; 2025Q2: 32,433 shares; 2025Q3: 32,373 shares; 2025Q4: 32,648 shares; 2026Q1: 28,748 shares 28,748 $3.77M 0.16% -3,900 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,519 shares; 2025Q1: 32,132 shares; 2025Q2: 36,037 shares; 2025Q3: 42,567 shares; 2025Q4: 57,896 shares; 2026Q1: 69,296 shares 69,296 $3.75M 0.16% +11,400 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,288 shares; 2025Q1: 163,011 shares; 2025Q2: 163,011 shares; 2025Q3: 160,444 shares; 2025Q4: 155,891 shares; 2026Q1: 153,095 shares 153,095 $3.74M 0.16% -2,796 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,270 shares; 2025Q1: 61,473 shares; 2025Q2: 64,026 shares; 2025Q3: 66,736 shares; 2025Q4: 69,586 shares; 2026Q1: 70,256 shares 70,256 $3.74M 0.16% +670 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: restricted; 2024Q4: 12,645 shares; 2025Q1: 12,692 shares; 2025Q2: 12,725 shares; 2025Q3: 12,556 shares; 2025Q4: 13,126 shares; 2026Q1: 12,971 shares 12,971 $3.68M 0.15% -155 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: restricted; 2024Q4: 11,820 shares; 2025Q1: 11,804 shares; 2025Q2: 11,756 shares; 2025Q3: 11,799 shares; 2025Q4: 12,319 shares; 2026Q1: 8,419 shares 8,419 $3.58M 0.15% -3,900 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: restricted; 2024Q4: 17,622 shares; 2025Q1: 18,263 shares; 2025Q2: 18,263 shares; 2025Q3: 17,013 shares; 2025Q4: 17,588 shares; 2026Q1: 17,557 shares 17,557 $3.57M 0.15% -31 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,949 shares; 2025Q1: 55,299 shares; 2025Q2: 60,399 shares; 2025Q3: 60,899 shares; 2025Q4: 69,499 shares; 2026Q1: 70,819 shares 70,819 $3.54M 0.15% +1,320 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,934 shares; 2025Q2: 22,609 shares; 2025Q3: 31,241 shares; 2025Q4: 41,225 shares; 2026Q1: 41,545 shares 41,545 $3.42M 0.14% +320 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,456 shares; 2025Q1: 21,456 shares; 2025Q2: 21,456 shares; 2025Q3: 21,456 shares; 2025Q4: 24,040 shares; 2026Q1: 24,040 shares 24,040 $3.36M 0.14% 0 Timeline ICSH 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: restricted; 2024Q4: 35,144 shares; 2025Q1: 37,868 shares; 2025Q2: 35,046 shares; 2025Q3: 40,059 shares; 2025Q4: 41,030 shares; 2026Q1: 65,357 shares 65,357 $3.31M 0.14% +24,327 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,515 shares; 2025Q1: 47,058 shares; 2025Q2: 48,010 shares; 2025Q3: 48,173 shares; 2025Q4: 36,273 shares; 2026Q1: 36,273 shares 36,273 $3.28M 0.14% 0 Timeline VUSB 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: restricted; 2024Q4: 59,166 shares; 2025Q1: 61,355 shares; 2025Q2: 59,589 shares; 2025Q3: 62,632 shares; 2025Q4: 67,338 shares; 2026Q1: 65,930 shares 65,930 $3.28M 0.14% -1,408 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,679 shares; 2025Q1: 71,506 shares; 2025Q2: 70,606 shares; 2025Q3: 69,606 shares; 2025Q4: 130,321 shares; 2026Q1: 130,705 shares 130,705 $3.28M 0.14% +384 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,360 shares; 2025Q1: 80,119 shares; 2025Q2: 77,285 shares; 2025Q3: 77,005 shares; 2025Q4: 76,835 shares; 2026Q1: 78,046 shares 78,046 $3.19M 0.13% +1,211 Timeline CWI 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: restricted; 2024Q4: 14,214 shares; 2025Q1: 17,380 shares; 2025Q2: 19,132 shares; 2025Q3: 34,694 shares; 2025Q4: 64,041 shares; 2026Q1: 86,520 shares 86,520 $3.17M 0.13% +22,479 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,013 shares; 2025Q1: 49,473 shares; 2025Q2: 48,778 shares; 2025Q3: 46,969 shares; 2025Q4: 45,379 shares; 2026Q1: 41,279 shares 41,279 $3.11M 0.13% -4,100 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,632 shares; 2025Q1: 22,036 shares; 2025Q2: 23,376 shares; 2025Q3: 24,946 shares; 2025Q4: 26,555 shares; 2026Q1: 29,407 shares 29,407 $3.04M 0.13% +2,852 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: restricted; 2024Q4: 13,694 shares; 2025Q1: 13,694 shares; 2025Q2: 13,656 shares; 2025Q3: 13,498 shares; 2025Q4: 13,827 shares; 2026Q1: 13,826 shares 13,826 $2.87M 0.12% -1 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,917 shares; 2025Q1: 3,862 shares; 2025Q2: 3,852 shares; 2025Q3: 3,827 shares; 2025Q4: 3,837 shares; 2026Q1: 3,830 shares 3,830 $2.79M 0.12% -7 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,730 shares; 2025Q1: 12,839 shares; 2025Q2: 13,166 shares; 2025Q3: 13,452 shares; 2025Q4: 14,212 shares; 2026Q1: 14,136 shares 14,136 $2.79M 0.12% -76 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: restricted; 2024Q4: 6,335 shares; 2025Q1: 6,352 shares; 2025Q2: 6,508 shares; 2025Q3: 6,523 shares; 2025Q4: 6,454 shares; 2026Q1: 6,404 shares 6,404 $2.73M 0.11% -50 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: restricted; 2024Q4: 17,342 shares; 2025Q1: 18,020 shares; 2025Q2: 19,393 shares; 2025Q3: 20,728 shares; 2025Q4: 22,403 shares; 2026Q1: 22,732 shares 22,732 $2.7M 0.11% +329 Timeline IBDR 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: restricted; 2024Q4: 84,774 shares; 2025Q1: 86,043 shares; 2025Q2: 104,993 shares; 2025Q3: 103,743 shares; 2025Q4: 109,243 shares; 2026Q1: 106,627 shares 106,627 $2.58M 0.11% -2,616 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: restricted; 2024Q4: 13,931 shares; 2025Q1: 13,931 shares; 2025Q2: 14,121 shares; 2025Q3: 14,121 shares; 2025Q4: 14,521 shares; 2026Q1: 12,991 shares 12,991 $2.52M 0.11% -1,530 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: restricted; 2024Q4: 31,064 shares; 2025Q1: 31,725 shares; 2025Q2: 31,895 shares; 2025Q3: 31,355 shares; 2025Q4: 31,960 shares; 2026Q1: 30,410 shares 30,410 $2.51M 0.1% -1,550 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: restricted; 2024Q4: 7,732 shares; 2025Q1: 7,732 shares; 2025Q2: 7,645 shares; 2025Q3: 7,668 shares; 2025Q4: 7,217 shares; 2026Q1: 7,138 shares 7,138 $2.44M 0.1% -79 Timeline IBDT 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: restricted; 2024Q4: 67,950 shares; 2025Q1: 73,350 shares; 2025Q2: 79,150 shares; 2025Q3: 81,300 shares; 2025Q4: 93,257 shares; 2026Q1: 96,057 shares 96,057 $2.43M 0.1% +2,800 Timeline IBDU 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: restricted; 2024Q4: 74,200 shares; 2025Q1: 84,600 shares; 2025Q2: 87,900 shares; 2025Q3: 95,000 shares; 2025Q4: 101,900 shares; 2026Q1: 102,900 shares 102,900 $2.39M 0.1% +1,000 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: restricted; 2024Q4: 9,158 shares; 2025Q1: 8,612 shares; 2025Q2: 8,574 shares; 2025Q3: 8,517 shares; 2025Q4: 5,344 shares; 2026Q1: 5,344 shares 5,344 $2.37M 0.1% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,725 shares; 2025Q1: 12,622 shares; 2025Q2: 15,045 shares; 2025Q3: 25,260 shares; 2025Q4: 26,399 shares; 2026Q1: 27,800 shares 27,800 $2.32M 0.1% +1,401 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,687 shares; 2025Q1: 57,825 shares; 2025Q2: 53,713 shares; 2025Q3: 49,480 shares; 2025Q4: 41,353 shares; 2026Q1: 41,238 shares 41,238 $2.3M 0.1% -115 Timeline EWJ 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: restricted; 2024Q4: 18,340 shares; 2025Q1: 19,785 shares; 2025Q2: 20,800 shares; 2025Q3: 22,650 shares; 2025Q4: 27,967 shares; 2026Q1: 27,212 shares 27,212 $2.3M 0.1% -755 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: restricted; 2024Q4: 8,365 shares; 2025Q1: 8,245 shares; 2025Q2: 8,406 shares; 2025Q3: 8,412 shares; 2025Q4: 8,709 shares; 2026Q1: 8,604 shares 8,604 $2.3M 0.1% -105 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: restricted; 2024Q4: 18,894 shares; 2025Q1: 19,892 shares; 2025Q2: 19,817 shares; 2025Q3: 19,792 shares; 2025Q4: 20,942 shares; 2026Q1: 20,867 shares 20,867 $2.29M 0.1% -75 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: restricted; 2024Q4: 3,116 shares; 2025Q1: 2,989 shares; 2025Q2: 3,481 shares; 2025Q3: 3,624 shares; 2025Q4: 4,026 shares; 2026Q1: 3,799 shares 3,799 $2.27M 0.09% -227 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: restricted; 2024Q4: 28,834 shares; 2025Q1: 27,126 shares; 2025Q2: 26,841 shares; 2025Q3: 26,705 shares; 2025Q4: 28,151 shares; 2026Q1: 28,151 shares 28,151 $2.25M 0.09% 0 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: restricted; 2024Q4: 23,148 shares; 2025Q1: 22,873 shares; 2025Q2: 23,623 shares; 2025Q3: 23,609 shares; 2025Q4: 23,320 shares; 2026Q1: 23,239 shares 23,239 $2.18M 0.09% -81 Timeline IBDS 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: restricted; 2024Q4: 66,104 shares; 2025Q1: 70,874 shares; 2025Q2: 84,674 shares; 2025Q3: 83,974 shares; 2025Q4: 86,549 shares; 2026Q1: 89,383 shares 89,383 $2.17M 0.09% +2,834 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.09% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,600 shares; 2025Q1: 29,450 shares; 2025Q2: 28,314 shares; 2025Q3: 32,036 shares; 2025Q4: 31,155 shares; 2026Q1: 30,705 shares 30,705 $2.14M 0.09% -450 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: restricted; 2024Q4: not reported; 2025Q1: 18,605 shares; 2025Q2: 18,265 shares; 2025Q3: 17,736 shares; 2025Q4: 20,193 shares; 2026Q1: 19,534 shares 19,534 $2.11M 0.09% -659 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,944 shares; 2025Q1: 25,244 shares; 2025Q2: 21,974 shares; 2025Q3: 21,573 shares; 2025Q4: 21,723 shares; 2026Q1: 21,558 shares 21,558 $2.1M 0.09% -165 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: restricted; 2024Q4: 36,671 shares; 2025Q1: 38,503 shares; 2025Q2: 39,050 shares; 2025Q3: 62,908 shares; 2025Q4: 72,346 shares; 2026Q1: 71,787 shares 71,787 $2.08M 0.09% -559 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: restricted; 2024Q4: 10,445 shares; 2025Q1: 8,777 shares; 2025Q2: 9,262 shares; 2025Q3: 9,169 shares; 2025Q4: 9,424 shares; 2026Q1: 8,145 shares 8,145 $2.04M 0.09% -1,279 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: restricted; 2024Q4: 16,433 shares; 2025Q1: 16,433 shares; 2025Q2: 16,208 shares; 2025Q3: 16,188 shares; 2025Q4: 17,210 shares; 2026Q1: 15,846 shares 15,846 $2.04M 0.09% -1,364 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: restricted; 2024Q4: 17,567 shares; 2025Q1: 20,235 shares; 2025Q2: 21,266 shares; 2025Q3: 22,023 shares; 2025Q4: 25,973 shares; 2026Q1: 25,975 shares 25,975 $2.02M 0.08% +2 Timeline SHM 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: restricted; 2024Q4: 46,844 shares; 2025Q1: 46,844 shares; 2025Q2: 46,844 shares; 2025Q3: 45,922 shares; 2025Q4: 45,922 shares; 2026Q1: 41,922 shares 41,922 $2.01M 0.08% -4,000 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: restricted; 2024Q4: 1,115 shares; 2025Q1: 1,170 shares; 2025Q2: 1,244 shares; 2025Q3: 1,258 shares; 2025Q4: 1,365 shares; 2026Q1: 1,351 shares 1,351 $1.99M 0.08% -14 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 69,403 shares; 2025Q2: 68,203 shares; 2025Q3: 68,203 shares; 2025Q4: 68,203 shares; 2026Q1: 68,218 shares 68,218 $1.99M 0.08% +15 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: restricted; 2024Q4: 475 shares; 2025Q1: 466 shares; 2025Q2: 465 shares; 2025Q3: 464 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $1.91M 0.08% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,776 shares; 2025Q1: 5,182 shares; 2025Q2: 5,286 shares; 2025Q3: 5,416 shares; 2025Q4: 5,391 shares; 2026Q1: 5,660 shares 5,660 $1.89M 0.08% +269 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,856 shares; 2025Q1: 30,856 shares; 2025Q2: 30,856 shares; 2025Q3: 30,856 shares; 2025Q4: 28,107 shares; 2026Q1: 23,781 shares 23,781 $1.87M 0.08% -4,326 Timeline IBDW 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: restricted; 2024Q4: 35,200 shares; 2025Q1: 53,300 shares; 2025Q2: 65,000 shares; 2025Q3: 75,700 shares; 2025Q4: 79,700 shares; 2026Q1: 88,500 shares 88,500 $1.85M 0.08% +8,800 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,701 shares; 2025Q1: 3,476 shares; 2025Q2: 3,471 shares; 2025Q3: 3,401 shares; 2025Q4: 3,741 shares; 2026Q1: 3,726 shares 3,726 $1.83M 0.08% -15 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,596 shares; 2025Q1: 15,521 shares; 2025Q2: 14,646 shares; 2025Q3: 14,806 shares; 2025Q4: 15,115 shares; 2026Q1: 15,156 shares 15,156 $1.81M 0.08% +41 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: restricted; 2024Q4: 6,430 shares; 2025Q1: 6,502 shares; 2025Q2: 6,502 shares; 2025Q3: 6,596 shares; 2025Q4: 11,270 shares; 2026Q1: 10,788 shares 10,788 $1.78M 0.07% -482 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: restricted; 2024Q4: 2,756 shares; 2025Q1: 4,009 shares; 2025Q2: 4,061 shares; 2025Q3: 3,973 shares; 2025Q4: 4,352 shares; 2026Q1: 3,644 shares 3,644 $1.75M 0.07% -708 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: restricted; 2024Q4: 6,466 shares; 2025Q1: 6,099 shares; 2025Q2: 6,120 shares; 2025Q3: 6,041 shares; 2025Q4: 10,052 shares; 2026Q1: 10,030 shares 10,030 $1.74M 0.07% -22 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,620 shares; 2025Q1: 26,911 shares; 2025Q2: 27,160 shares; 2025Q3: 27,523 shares; 2025Q4: 29,049 shares; 2026Q1: 27,891 shares 27,891 $1.71M 0.07% -1,158 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: restricted; 2024Q4: 17,848 shares; 2025Q1: 19,028 shares; 2025Q2: 20,227 shares; 2025Q3: 21,648 shares; 2025Q4: 25,119 shares; 2026Q1: 24,190 shares 24,190 $1.71M 0.07% -929 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,238 shares 10,238 $1.68M 0.07% new 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: restricted; 2024Q4: 1,306 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,077 shares; 2025Q4: 2,326 shares; 2026Q1: 2,363 shares 2,363 $1.67M 0.07% +37 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,523 shares; 2025Q1: 4,388 shares; 2025Q2: 4,388 shares; 2025Q3: 4,338 shares; 2025Q4: 4,508 shares; 2026Q1: 4,508 shares 4,508 $1.67M 0.07% 0 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: restricted; 2024Q4: 33,949 shares; 2025Q1: 35,124 shares; 2025Q2: 35,252 shares; 2025Q3: 31,974 shares; 2025Q4: 33,115 shares; 2026Q1: 32,406 shares 32,406 $1.63M 0.07% -709 Timeline EMLC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,900 shares; 2026Q1: 64,700 shares 64,700 $1.62M 0.07% +7,800 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,273 shares; 2025Q1: 5,273 shares; 2025Q2: 5,313 shares; 2025Q3: 5,313 shares; 2025Q4: 5,719 shares; 2026Q1: 5,699 shares 5,699 $1.61M 0.07% -20 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: restricted; 2024Q4: 29,830 shares; 2025Q1: 28,740 shares; 2025Q2: 28,470 shares; 2025Q3: 28,470 shares; 2025Q4: 22,878 shares; 2026Q1: 22,508 shares 22,508 $1.61M 0.07% -370 Timeline IXC 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: restricted; 2024Q4: 24,625 shares; 2025Q1: 19,145 shares; 2025Q2: 20,420 shares; 2025Q3: 21,470 shares; 2025Q4: 25,650 shares; 2026Q1: 27,772 shares 27,772 $1.6M 0.07% +2,122 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: restricted; 2024Q4: 13,910 shares; 2025Q1: 13,135 shares; 2025Q2: 13,114 shares; 2025Q3: 13,114 shares; 2025Q4: 12,568 shares; 2026Q1: 11,564 shares 11,564 $1.57M 0.07% -1,004 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: restricted; 2024Q4: 6,215 shares; 2025Q1: 5,686 shares; 2025Q2: 5,080 shares; 2025Q3: 6,025 shares; 2025Q4: 6,685 shares; 2026Q1: 6,732 shares 6,732 $1.57M 0.07% +47 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,755 shares; 2025Q1: 15,755 shares; 2025Q2: 15,755 shares; 2025Q3: 15,755 shares; 2025Q4: 16,930 shares; 2026Q1: 16,930 shares 16,930 $1.56M 0.07% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,560 shares; 2025Q4: 8,606 shares; 2026Q1: 8,551 shares 8,551 $1.55M 0.06% -55 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: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,491 shares; 2025Q4: 2,735 shares; 2026Q1: 2,610 shares 2,610 $1.51M 0.06% -125 Timeline IBDV 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: restricted; 2024Q4: 53,100 shares; 2025Q1: 59,500 shares; 2025Q2: 62,800 shares; 2025Q3: 64,300 shares; 2025Q4: 68,000 shares; 2026Q1: 68,000 shares 68,000 $1.49M 0.06% 0 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: restricted; 2024Q4: 8,765 shares; 2025Q1: 8,615 shares; 2025Q2: 10,230 shares; 2025Q3: 10,255 shares; 2025Q4: 11,796 shares; 2026Q1: 11,301 shares 11,301 $1.48M 0.06% -495 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: restricted; 2024Q4: 28,251 shares; 2025Q1: 27,356 shares; 2025Q2: 27,241 shares; 2025Q3: 27,388 shares; 2025Q4: 30,463 shares; 2026Q1: 28,413 shares 28,413 $1.46M 0.06% -2,050 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: restricted; 2024Q4: 2,130 shares; 2025Q1: 2,237 shares; 2025Q2: 2,360 shares; 2025Q3: 2,349 shares; 2025Q4: 2,353 shares; 2026Q1: 2,376 shares 2,376 $1.44M 0.06% +23 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,985 shares; 2025Q1: 20,785 shares; 2025Q2: 20,785 shares; 2025Q3: 20,785 shares; 2025Q4: 20,785 shares; 2026Q1: 20,785 shares 20,785 $1.42M 0.06% 0 Timeline IBDX 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: restricted; 2024Q4: not reported; 2025Q1: 9,500 shares; 2025Q2: 28,800 shares; 2025Q3: 45,900 shares; 2025Q4: 52,000 shares; 2026Q1: 55,000 shares 55,000 $1.39M 0.06% +3,000 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: restricted; 2024Q4: 3,422 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 4,078 shares; 2026Q1: 4,073 shares 4,073 $1.31M 0.05% -5 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,050 shares; 2025Q1: 50,050 shares; 2025Q2: 49,850 shares; 2025Q3: 49,150 shares; 2025Q4: 53,950 shares; 2026Q1: 54,100 shares 54,100 $1.31M 0.05% +150 Timeline EMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,362 shares; 2026Q1: 13,862 shares 13,862 $1.3M 0.05% +1,500 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: restricted; 2024Q4: 28,502 shares; 2025Q1: 28,030 shares; 2025Q2: 28,030 shares; 2025Q3: 28,054 shares; 2025Q4: 29,070 shares; 2026Q1: 29,345 shares 29,345 $1.29M 0.05% +275 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: restricted; 2024Q4: 32,759 shares; 2025Q1: 33,440 shares; 2025Q2: 35,540 shares; 2025Q3: 36,365 shares; 2025Q4: 17,289 shares; 2026Q1: 15,155 shares 15,155 $1.27M 0.05% -2,134 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,012 shares; 2026Q1: 7,012 shares 7,012 $1.26M 0.05% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,350 shares; 2025Q1: 11,667 shares; 2025Q2: 11,492 shares; 2025Q3: 11,476 shares; 2025Q4: 12,737 shares; 2026Q1: 12,237 shares 12,237 $1.25M 0.05% -500 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: restricted; 2024Q4: 17,238 shares; 2025Q1: 17,078 shares; 2025Q2: 17,078 shares; 2025Q3: 17,106 shares; 2025Q4: 22,217 shares; 2026Q1: 21,184 shares 21,184 $1.22M 0.05% -1,033 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,100 shares; 2025Q1: 39,700 shares; 2025Q2: 41,802 shares; 2025Q3: 40,700 shares; 2025Q4: 41,100 shares; 2026Q1: 39,600 shares 39,600 $1.22M 0.05% -1,500 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,195 shares; 2025Q1: 23,145 shares; 2025Q2: 22,182 shares; 2025Q3: 14,160 shares; 2025Q4: 14,781 shares; 2026Q1: 16,091 shares 16,091 $1.21M 0.05% +1,310 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: restricted; 2024Q4: 2,415 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,309 shares; 2025Q4: 2,563 shares; 2026Q1: 2,558 shares 2,558 $1.21M 0.05% -5 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: restricted; 2024Q4: 4,087 shares; 2025Q1: 3,921 shares; 2025Q2: 1,357 shares; 2025Q3: 1,375 shares; 2025Q4: 1,771 shares; 2026Q1: 1,771 shares 1,771 $1.21M 0.05% 0 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: restricted; 2024Q4: 2,807 shares; 2025Q1: 3,107 shares; 2025Q2: 3,093 shares; 2025Q3: 3,118 shares; 2025Q4: 3,133 shares; 2026Q1: 3,127 shares 3,127 $1.16M 0.05% -6 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: restricted; 2024Q4: 14,163 shares; 2025Q1: 14,163 shares; 2025Q2: 14,163 shares; 2025Q3: 12,308 shares; 2025Q4: 12,808 shares; 2026Q1: 12,308 shares 12,308 $1.14M 0.05% -500 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,237 shares; 2025Q4: 13,262 shares; 2026Q1: 13,198 shares 13,198 $1.14M 0.05% -64 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,752 shares; 2025Q1: 4,764 shares; 2025Q2: 5,369 shares; 2025Q3: 5,432 shares; 2025Q4: 5,316 shares; 2026Q1: 5,316 shares 5,316 $1.14M 0.05% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,355 shares; 2025Q1: 14,222 shares; 2025Q2: 14,201 shares; 2025Q3: 14,231 shares; 2025Q4: 15,158 shares; 2026Q1: 15,158 shares 15,158 $1.13M 0.05% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,149 shares; 2025Q1: 12,956 shares; 2025Q2: 15,662 shares; 2025Q3: 10,724 shares; 2025Q4: 10,459 shares; 2026Q1: 8,245 shares 8,245 $1.12M 0.05% -2,214 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,730 shares; 2025Q1: 13,536 shares; 2025Q2: 14,795 shares; 2025Q3: 14,821 shares; 2025Q4: 16,096 shares; 2026Q1: 16,096 shares 16,096 $1.07M 0.04% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,745 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 5,905 shares; 2026Q1: 7,253 shares 7,253 $1.06M 0.04% +1,348 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: restricted; 2024Q4: 16,020 shares; 2025Q1: 16,577 shares; 2025Q2: 16,577 shares; 2025Q3: 16,542 shares; 2025Q4: 18,354 shares; 2026Q1: 17,142 shares 17,142 $1.06M 0.04% -1,212 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,287 shares; 2025Q4: 11,811 shares; 2026Q1: 12,196 shares 12,196 $1.06M 0.04% +385 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: restricted; 2024Q4: 10,515 shares; 2025Q1: 10,547 shares; 2025Q2: 10,547 shares; 2025Q3: 10,563 shares; 2025Q4: 10,774 shares; 2026Q1: 10,774 shares 10,774 $1.04M 0.04% 0 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: restricted; 2024Q4: 9,213 shares; 2025Q1: 9,104 shares; 2025Q2: 9,304 shares; 2025Q3: 9,304 shares; 2025Q4: 9,518 shares; 2026Q1: 9,114 shares 9,114 $1.04M 0.04% -404 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,974 shares; 2026Q1: 3,048 shares 3,048 $1.03M 0.04% +74 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: restricted; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 3,274 shares; 2025Q3: 4,805 shares; 2025Q4: 6,961 shares; 2026Q1: 7,335 shares 7,335 $1.02M 0.04% +374 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: restricted; 2024Q4: 7,720 shares; 2025Q1: 7,620 shares; 2025Q2: 7,620 shares; 2025Q3: 7,420 shares; 2025Q4: 8,145 shares; 2026Q1: 7,970 shares 7,970 $1.01M 0.04% -175 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: restricted; 2024Q4: 2,680 shares; 2025Q1: 2,665 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $999K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,626 shares; 2025Q1: 9,756 shares; 2025Q2: 9,756 shares; 2025Q3: 9,756 shares; 2025Q4: 8,874 shares; 2026Q1: 8,231 shares 8,231 $998K 0.04% -643 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,806 shares; 2025Q1: 11,806 shares; 2025Q2: 11,656 shares; 2025Q3: 11,656 shares; 2025Q4: 12,831 shares; 2026Q1: 12,831 shares 12,831 $995K 0.04% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,390 shares; 2025Q1: 47,192 shares; 2025Q2: 46,527 shares; 2025Q3: 41,081 shares; 2025Q4: 42,838 shares; 2026Q1: 42,732 shares 42,732 $961K 0.04% -106 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,917 shares; 2025Q1: 49,214 shares; 2025Q2: 50,414 shares; 2025Q3: 50,392 shares; 2025Q4: 51,492 shares; 2026Q1: 47,692 shares 47,692 $956K 0.04% -3,800 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,092 shares; 2025Q1: 40,355 shares; 2025Q2: 40,355 shares; 2025Q3: 40,391 shares; 2025Q4: 40,355 shares; 2026Q1: 36,155 shares 36,155 $956K 0.04% -4,200 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: restricted; 2024Q4: 5,894 shares; 2025Q1: 6,467 shares; 2025Q2: 6,499 shares; 2025Q3: 6,723 shares; 2025Q4: 6,764 shares; 2026Q1: 6,540 shares 6,540 $931K 0.04% -224 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,847 shares; 2025Q1: 6,720 shares; 2025Q2: 7,555 shares; 2025Q3: 9,355 shares; 2025Q4: 11,458 shares; 2026Q1: 11,995 shares 11,995 $925K 0.04% +537 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: restricted; 2024Q4: 2,801 shares; 2025Q1: 2,671 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,673 shares; 2026Q1: 2,673 shares 2,673 $923K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,147 shares; 2026Q1: 4,760 shares 4,760 $914K 0.04% +1,613 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,590 shares 4,590 $856K 0.04% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,790 shares; 2025Q1: 3,903 shares; 2025Q2: 3,872 shares; 2025Q3: 3,880 shares; 2025Q4: 5,455 shares; 2026Q1: 6,164 shares 6,164 $853K 0.04% +709 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: restricted; 2024Q4: 8,716 shares; 2025Q1: 7,820 shares; 2025Q2: 7,520 shares; 2025Q3: 7,520 shares; 2025Q4: 7,521 shares; 2026Q1: 7,521 shares 7,521 $851K 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 844 shares; 2025Q2: 987 shares; 2025Q3: 1,008 shares; 2025Q4: 1,010 shares; 2026Q1: 993 shares 993 $840K 0.04% -17 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,686 shares; 2025Q1: 16,761 shares; 2025Q2: 16,554 shares; 2025Q3: 16,361 shares; 2025Q4: 17,850 shares; 2026Q1: 17,850 shares 17,850 $828K 0.03% 0 Timeline ILCV 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: restricted; 2024Q4: not reported; 2025Q1: 8,742 shares; 2025Q2: 8,742 shares; 2025Q3: 8,742 shares; 2025Q4: 8,742 shares; 2026Q1: 8,742 shares 8,742 $814K 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,386 shares; 2026Q1: 10,782 shares 10,782 $811K 0.03% +396 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,807 shares; 2025Q2: 5,015 shares; 2025Q3: 5,423 shares; 2025Q4: 5,474 shares; 2026Q1: 6,337 shares 6,337 $806K 0.03% +863 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,903 shares; 2025Q1: 14,903 shares; 2025Q2: 14,903 shares; 2025Q3: 14,903 shares; 2025Q4: 15,713 shares; 2026Q1: 16,768 shares 16,768 $787K 0.03% +1,055 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: restricted; 2024Q4: 21,129 shares; 2025Q1: 21,129 shares; 2025Q2: 21,129 shares; 2025Q3: 21,129 shares; 2025Q4: 21,885 shares; 2026Q1: 20,979 shares 20,979 $781K 0.03% -906 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,927 shares; 2025Q1: 3,627 shares; 2025Q2: 3,587 shares; 2025Q3: 3,487 shares; 2025Q4: 3,587 shares; 2026Q1: 3,587 shares 3,587 $779K 0.03% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,579 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 3,704 shares; 2026Q1: 3,704 shares 3,704 $774K 0.03% 0 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: restricted; 2024Q4: 2,585 shares; 2025Q1: 1,985 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 3,030 shares; 2026Q1: 3,106 shares 3,106 $770K 0.03% +76 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,113 shares; 2025Q3: 10,324 shares; 2025Q4: 12,492 shares; 2026Q1: 13,958 shares 13,958 $757K 0.03% +1,466 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: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,037 shares; 2025Q2: 10,221 shares; 2025Q3: 10,420 shares; 2025Q4: 10,382 shares; 2026Q1: 10,382 shares 10,382 $756K 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,009 shares; 2025Q1: 6,859 shares; 2025Q2: 6,859 shares; 2025Q3: 6,859 shares; 2025Q4: 6,818 shares; 2026Q1: 6,818 shares 6,818 $752K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,253 shares; 2025Q1: 24,616 shares; 2025Q2: 24,321 shares; 2025Q3: 3,850 shares; 2025Q4: 5,703 shares; 2026Q1: 5,650 shares 5,650 $746K 0.03% -53 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $718K 0.03% 0 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: restricted; 2024Q4: 8,566 shares; 2025Q1: 8,566 shares; 2025Q2: 8,433 shares; 2025Q3: 8,433 shares; 2025Q4: 8,481 shares; 2026Q1: 8,321 shares 8,321 $709K 0.03% -160 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: restricted; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares 1,316 $708K 0.03% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,659 shares; 2025Q4: 3,182 shares; 2026Q1: 6,337 shares 6,337 $696K 0.03% +3,155 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,869 shares 11,869 $695K 0.03% new 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: restricted; 2024Q4: 10,519 shares; 2025Q1: 9,726 shares; 2025Q2: 9,726 shares; 2025Q3: 9,726 shares; 2025Q4: 12,476 shares; 2026Q1: 12,076 shares 12,076 $686K 0.03% -400 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: restricted; 2024Q4: 2,445 shares; 2025Q1: 2,360 shares; 2025Q2: 2,364 shares; 2025Q3: 2,370 shares; 2025Q4: 2,373 shares; 2026Q1: 1,579 shares 1,579 $683K 0.03% -794 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: restricted; 2024Q4: 1,293 shares; 2025Q1: 2,099 shares; 2025Q2: 2,025 shares; 2025Q3: 2,217 shares; 2025Q4: 2,635 shares; 2026Q1: 2,432 shares 2,432 $679K 0.03% -203 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,399 shares; 2026Q1: 16,399 shares 16,399 $673K 0.03% -1,000 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,359 shares; 2026Q1: 10,069 shares 10,069 $664K 0.03% -290 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: restricted; 2024Q4: 2,235 shares; 2025Q1: 2,608 shares; 2025Q2: 2,753 shares; 2025Q3: 2,756 shares; 2025Q4: 2,623 shares; 2026Q1: 2,623 shares 2,623 $658K 0.03% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,229 shares; 2025Q3: 15,069 shares; 2025Q4: 25,001 shares; 2026Q1: 26,359 shares 26,359 $652K 0.03% +1,358 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: restricted; 2024Q4: not reported; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,540 shares; 2025Q4: 3,261 shares; 2026Q1: 3,053 shares 3,053 $652K 0.03% -208 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: restricted; 2024Q4: 7,815 shares; 2025Q1: 10,317 shares; 2025Q2: 10,317 shares; 2025Q3: 10,317 shares; 2025Q4: 10,612 shares; 2026Q1: 10,612 shares 10,612 $648K 0.03% 0 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: restricted; 2024Q4: 4,748 shares; 2025Q1: 5,306 shares; 2025Q2: 5,156 shares; 2025Q3: 4,916 shares; 2025Q4: 5,151 shares; 2026Q1: 5,130 shares 5,130 $638K 0.03% -21 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,341 shares; 2025Q1: 9,658 shares; 2025Q2: 9,786 shares; 2025Q3: 9,661 shares; 2025Q4: 10,170 shares; 2026Q1: 19,932 shares 19,932 $633K 0.03% +9,762 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: restricted; 2024Q4: not reported; 2025Q1: 7,836 shares; 2025Q2: 15,021 shares; 2025Q3: 17,666 shares; 2025Q4: 17,651 shares; 2026Q1: 17,637 shares 17,637 $630K 0.03% -14 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,027 shares; 2025Q1: 1,772 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,924 shares; 2026Q1: 1,924 shares 1,924 $629K 0.03% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,389 shares; 2026Q1: 8,078 shares 8,078 $615K 0.03% -1,311 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: restricted; 2024Q4: 479 shares; 2025Q1: 810 shares; 2025Q2: 834 shares; 2025Q3: 929 shares; 2025Q4: 1,121 shares; 2026Q1: 1,170 shares 1,170 $612K 0.03% +49 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,951 shares; 2025Q4: 2,876 shares; 2026Q1: 3,101 shares 3,101 $608K 0.03% +225 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: restricted; 2024Q4: 34,662 shares; 2025Q1: 68,522 shares; 2025Q2: 35,650 shares; 2025Q3: 33,522 shares; 2025Q4: 33,397 shares; 2026Q1: 3,829 shares 3,829 $602K 0.03% -29,568 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: restricted; 2024Q4: 2,061 shares; 2025Q1: 1,946 shares; 2025Q2: 1,826 shares; 2025Q3: 1,741 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares 1,684 $600K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,406 shares; 2026Q1: 6,727 shares 6,727 $593K 0.02% +321 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,863 shares 1,863 $586K 0.02% new 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: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,545 shares; 2025Q2: 4,545 shares; 2025Q3: 4,545 shares; 2025Q4: 4,545 shares; 2026Q1: 5,239 shares 5,239 $584K 0.02% +694 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,125 shares; 2025Q2: 2,261 shares; 2025Q3: 2,125 shares; 2025Q4: 2,218 shares; 2026Q1: 2,765 shares 2,765 $569K 0.02% +547 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,052 shares; 2025Q2: 17,114 shares; 2025Q3: 18,718 shares; 2025Q4: 18,718 shares; 2026Q1: 18,718 shares 18,718 $544K 0.02% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,230 shares 4,230 $540K 0.02% new 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: restricted; 2024Q4: 5,602 shares; 2025Q1: 4,613 shares; 2025Q2: 4,561 shares; 2025Q3: 4,561 shares; 2025Q4: 4,570 shares; 2026Q1: 4,482 shares 4,482 $519K 0.02% -88 Timeline IBTH 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: restricted; 2024Q4: not reported; 2025Q1: 15,600 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 23,000 shares 23,000 $516K 0.02% +4,000 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: restricted; 2024Q4: 4,260 shares; 2025Q1: 4,146 shares; 2025Q2: 4,358 shares; 2025Q3: 4,471 shares; 2025Q4: 5,907 shares; 2026Q1: 2,710 shares 2,710 $514K 0.02% -3,197 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: restricted; 2024Q4: 3,142 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 2,998 shares; 2025Q4: 2,511 shares; 2026Q1: 2,451 shares 2,451 $508K 0.02% -60 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: restricted; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,650 shares; 2025Q3: 5,664 shares; 2025Q4: 5,650 shares; 2026Q1: 5,435 shares 5,435 $501K 0.02% -215 Timeline LEMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,830 shares; 2025Q3: 7,930 shares; 2025Q4: 10,470 shares; 2026Q1: 12,155 shares 12,155 $496K 0.02% +1,685 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: restricted; 2024Q4: 850 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,760 shares; 2026Q1: 860 shares 860 $484K 0.02% -900 Timeline SCHC 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: restricted; 2024Q4: not reported; 2025Q1: 9,585 shares; 2025Q2: 9,925 shares; 2025Q3: 10,296 shares; 2025Q4: 10,296 shares; 2026Q1: 10,296 shares 10,296 $481K 0.02% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 3,745 shares; 2026Q1: 3,745 shares 3,745 $477K 0.02% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,765 shares; 2025Q1: not reported; 2025Q2: 6,446 shares; 2025Q3: 6,529 shares; 2025Q4: 6,896 shares; 2026Q1: 7,170 shares 7,170 $469K 0.02% +274 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $463K 0.02% 0 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: restricted; 2024Q4: 67,586 shares; 2025Q1: 67,686 shares; 2025Q2: 62,586 shares; 2025Q3: 55,586 shares; 2025Q4: 43,786 shares; 2026Q1: 23,786 shares 23,786 $459K 0.02% -20,000 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,365 shares; 2025Q4: 7,765 shares; 2026Q1: 7,765 shares 7,765 $456K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,170 shares; 2025Q1: 18,870 shares; 2025Q2: 18,665 shares; 2025Q3: 18,665 shares; 2025Q4: 28,289 shares; 2026Q1: 28,491 shares 28,491 $446K 0.02% +202 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,292 shares; 2025Q4: 11,429 shares; 2026Q1: 11,953 shares 11,953 $439K 0.02% +524 Timeline IBTG 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: restricted; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares; 2026Q1: 18,600 shares 18,600 $426K 0.02% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,350 shares; 2025Q4: 4,950 shares; 2026Q1: 4,450 shares 4,450 $426K 0.02% -500 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,536 shares; 2026Q1: 1,708 shares 1,708 $422K 0.02% +172 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 7,050 shares; 2025Q3: 7,375 shares; 2025Q4: 7,375 shares; 2026Q1: 7,375 shares 7,375 $419K 0.02% 0 Timeline ICLN 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: restricted; 2024Q4: 24,727 shares; 2025Q1: 25,177 shares; 2025Q2: 25,177 shares; 2025Q3: 25,177 shares; 2025Q4: 24,477 shares; 2026Q1: 22,501 shares 22,501 $412K 0.02% -1,976 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares; 2026Q1: 1,717 shares 1,717 $409K 0.02% -52 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018 shares; 2025Q4: 1,046 shares; 2026Q1: 1,030 shares 1,030 $404K 0.02% -16 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,870 shares; 2025Q2: 1,800 shares; 2025Q3: 1,905 shares; 2025Q4: 2,144 shares; 2026Q1: 2,245 shares 2,245 $402K 0.02% +101 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: restricted; 2024Q4: 1,438 shares; 2025Q1: 1,701 shares; 2025Q2: 1,643 shares; 2025Q3: 1,688 shares; 2025Q4: 1,645 shares; 2026Q1: 1,348 shares 1,348 $398K 0.02% -297 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: restricted; 2024Q4: 2,541 shares; 2025Q1: 2,541 shares; 2025Q2: 2,596 shares; 2025Q3: 2,880 shares; 2025Q4: 3,041 shares; 2026Q1: 3,016 shares 3,016 $395K 0.02% -25 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: restricted; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 596 shares; 2025Q3: 563 shares; 2025Q4: 782 shares; 2026Q1: 869 shares 869 $388K 0.02% +87 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 568 shares; 2026Q1: 545 shares 545 $383K 0.02% -23 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,330 shares; 2025Q2: 12,130 shares; 2025Q3: 12,130 shares; 2025Q4: 12,130 shares; 2026Q1: 12,130 shares 12,130 $370K 0.02% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,160 shares; 2026Q1: 2,155 shares 2,155 $369K 0.02% -5 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 5,040 shares; 2026Q1: 3,540 shares 3,540 $364K 0.02% -1,500 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,665 shares; 2025Q3: not reported; 2025Q4: 10,180 shares; 2026Q1: 10,180 shares 10,180 $358K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,875 shares; 2026Q1: 15,047 shares 15,047 $349K 0.01% +4,172 Timeline HEFA 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: restricted; 2024Q4: not reported; 2025Q1: 8,214 shares; 2025Q2: 8,214 shares; 2025Q3: 8,214 shares; 2025Q4: 8,214 shares; 2026Q1: 8,214 shares 8,214 $349K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,994 shares; 2025Q1: 1,594 shares; 2025Q2: 1,594 shares; 2025Q3: 1,606 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares 2,206 $343K 0.01% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,585 shares; 2025Q1: 4,195 shares; 2025Q2: 3,785 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares; 2026Q1: 3,785 shares 3,785 $343K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,245 shares 1,245 $339K 0.01% +208 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: restricted; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 1,237 shares; 2026Q1: 437 shares 437 $338K 0.01% -800 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: restricted; 2024Q4: 14,022 shares; 2025Q1: 13,097 shares; 2025Q2: 11,370 shares; 2025Q3: 11,271 shares; 2025Q4: 11,937 shares; 2026Q1: 3,062 shares 3,062 $334K 0.01% -8,875 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares 1,211 $328K 0.01% 0 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: restricted; 2024Q4: 4,013 shares; 2025Q1: 4,465 shares; 2025Q2: 6,341 shares; 2025Q3: 6,421 shares; 2025Q4: 4,460 shares; 2026Q1: 3,135 shares 3,135 $328K 0.01% -1,325 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: restricted; 2024Q4: 5,653 shares; 2025Q1: 4,751 shares; 2025Q2: 4,720 shares; 2025Q3: 4,754 shares; 2025Q4: 5,399 shares; 2026Q1: 5,399 shares 5,399 $327K 0.01% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,680 shares 3,680 $323K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 899 shares; 2025Q4: 1,198 shares; 2026Q1: 1,148 shares 1,148 $316K 0.01% -50 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: restricted; 2024Q4: 1,395 shares; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,326 shares; 2025Q4: 1,195 shares; 2026Q1: 1,181 shares 1,181 $314K 0.01% -14 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: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,345 shares; 2025Q2: 1,303 shares; 2025Q3: 1,243 shares; 2025Q4: 2,486 shares; 2026Q1: 2,360 shares 2,360 $314K 0.01% -126 Timeline HEWJ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,207 shares; 2026Q1: 5,513 shares 5,513 $310K 0.01% +1,306 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: restricted; 2024Q4: not reported; 2025Q1: 3,552 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares; 2026Q1: 3,164 shares 3,164 $309K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares 2,220 $307K 0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,008 shares; 2025Q3: 13,224 shares; 2025Q4: 10,299 shares; 2026Q1: 7,361 shares 7,361 $306K 0.01% -2,938 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,280 shares; 2025Q1: 8,280 shares; 2025Q2: 8,280 shares; 2025Q3: 8,280 shares; 2025Q4: 8,280 shares; 2026Q1: 8,280 shares 8,280 $302K 0.01% 0 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: restricted; 2024Q4: 1,186 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,052 shares; 2025Q4: 971 shares; 2026Q1: 878 shares 878 $301K 0.01% -93 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,578 shares; 2025Q4: 2,774 shares; 2026Q1: 3,033 shares 3,033 $299K 0.01% +259 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,253 shares; 2026Q1: 1,953 shares 1,953 $296K 0.01% -1,300 Timeline VMBS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,181 shares 6,181 $290K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,258 shares; 2025Q1: 3,261 shares; 2025Q2: 3,263 shares; 2025Q3: 3,266 shares; 2025Q4: 3,203 shares; 2026Q1: 3,206 shares 3,206 $289K 0.01% +3 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,450 shares; 2026Q1: 7,450 shares 7,450 $286K 0.01% 0 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: restricted; 2024Q4: 5,820 shares; 2025Q1: 5,580 shares; 2025Q2: 5,585 shares; 2025Q3: 2,050 shares; 2025Q4: 1,202 shares; 2026Q1: 785 shares 785 $278K 0.01% -417 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: restricted; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 1,471 shares; 2026Q1: 871 shares 871 $277K 0.01% -600 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,383 shares; 2025Q1: 14,838 shares; 2025Q2: not reported; 2025Q3: 2,678 shares; 2025Q4: 3,073 shares; 2026Q1: 2,523 shares 2,523 $275K 0.01% -550 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: restricted; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 3,430 shares; 2025Q3: 3,370 shares; 2025Q4: 3,382 shares; 2026Q1: 3,382 shares 3,382 $269K 0.01% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,542 shares 5,542 $254K 0.01% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,784 shares; 2026Q1: 4,911 shares 4,911 $254K 0.01% +127 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,383 shares 1,383 $252K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,483 shares 1,483 $251K 0.01% new 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: restricted; 2024Q4: 3,021 shares; 2025Q1: 2,441 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares; 2025Q4: 2,403 shares; 2026Q1: 2,620 shares 2,620 $249K 0.01% +217 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,898 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 3,848 shares; 2026Q1: 3,848 shares 3,848 $249K 0.01% 0 Timeline IWS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,729 shares; 2025Q4: 1,661 shares; 2026Q1: 1,661 shares 1,661 $242K 0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,325 shares; 2025Q1: 9,200 shares; 2025Q2: 9,150 shares; 2025Q3: 7,025 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $241K 0.01% 0 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: restricted; 2024Q4: 7,655 shares; 2025Q1: 8,997 shares; 2025Q2: 9,321 shares; 2025Q3: 9,894 shares; 2025Q4: 7,920 shares; 2026Q1: 8,777 shares 8,777 $240K 0.01% +857 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $238K 0.01% new Timeline SPTS 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: restricted; 2024Q4: 8,150 shares; 2025Q1: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares 8,150 $238K 0.01% 0 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,186 shares; 2025Q4: 16,138 shares; 2026Q1: 17,261 shares 17,261 $238K 0.01% +1,123 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $236K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,560 shares 1,560 $235K 0.01% +400 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares 209 $229K 0.01% new 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: restricted; 2024Q4: 5,165 shares; 2025Q1: 5,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $227K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,109 shares 3,109 $225K 0.01% new Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,552 shares; 2025Q3: not reported; 2025Q4: 5,027 shares; 2026Q1: 8,497 shares 8,497 $218K 0.01% +3,470 Timeline NYF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,100 shares 4,100 $218K 0.01% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254 shares 254 $216K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,343 shares 4,343 $213K 0.01% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,941 shares; 2025Q4: 7,340 shares; 2026Q1: 6,919 shares 6,919 $212K 0.01% -421 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares 1,616 $207K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,375 shares 1,375 $206K 0.01% new Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,093 shares; 2025Q4: 12,085 shares; 2026Q1: 12,799 shares 12,799 $206K 0.01% +714 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,677 shares; 2026Q1: 6,643 shares 6,643 $206K 0.01% -34 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: restricted; 2024Q4: 1,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares; 2026Q1: 953 shares 953 $205K 0.01% -35 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,671 shares 2,671 $204K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,448 shares; 2025Q4: not reported; 2026Q1: 4,400 shares 4,400 $204K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,380 shares 3,380 $204K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares; 2026Q1: 697 shares 697 $203K 0.01% +3 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,313 shares 3,313 $203K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 709 shares; 2026Q1: 707 shares 707 $203K 0.01% -2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 529 shares 529 $203K 0.01% new Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,527 shares 4,527 $201K 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,698 shares 11,698 $165K 0.01% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,052 shares; 2025Q1: 21,052 shares; 2025Q2: 21,052 shares; 2025Q3: 21,052 shares; 2025Q4: 21,052 shares; 2026Q1: 21,052 shares 21,052 $93K <0.01% 0 Timeline