SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,738,188 shares; 2025Q2: 3,051,332 shares; 2025Q3: 3,453,849 shares; 2025Q4: 3,654,368 shares; 2026Q1: 4,294,646 shares 4,294,646 $243M 10.18% +640,278 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: 1,682,241 shares; 2025Q1: 1,774,441 shares; 2025Q2: 1,911,629 shares; 2025Q3: 2,165,049 shares; 2025Q4: 2,336,234 shares; 2026Q1: 2,571,288 shares 2,571,288 $233M 9.75% +235,054 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,210,466 shares; 2025Q1: 1,571,909 shares; 2025Q2: 1,723,602 shares; 2025Q3: 1,875,061 shares; 2025Q4: 1,942,123 shares; 2026Q1: 2,112,143 shares 2,112,143 $207M 8.67% +170,020 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600,480 shares; 2025Q1: 1,100,109 shares; 2025Q2: 1,060,764 shares; 2025Q3: 1,044,762 shares; 2025Q4: 1,023,787 shares; 2026Q1: 985,890 shares 985,890 $189M 7.92% -37,897 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: 601,550 shares; 2025Q1: 581,965 shares; 2025Q2: 750,592 shares; 2025Q3: 712,574 shares; 2025Q4: 751,866 shares; 2026Q1: 2,042,072 shares 2,042,072 $142M 5.97% +1,290,206 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: 2,046,502 shares; 2025Q1: 2,240,575 shares; 2025Q2: 2,135,947 shares; 2025Q3: 1,885,632 shares; 2025Q4: 1,840,661 shares; 2026Q1: 1,442,514 shares 1,442,514 $97.4M 4.08% -398,147 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: 1,110,239 shares; 2025Q1: 1,084,379 shares; 2025Q2: 1,097,155 shares; 2025Q3: 1,126,049 shares; 2025Q4: 1,180,706 shares; 2026Q1: 1,185,979 shares 1,185,979 $76M 3.18% +5,273 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: 1,010,875 shares; 2025Q1: 992,066 shares; 2025Q2: 815,056 shares; 2025Q3: 604,937 shares; 2025Q4: 543,693 shares; 2026Q1: 506,188 shares 506,188 $62.9M 2.64% -37,505 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: not reported; 2025Q1: 203,799 shares; 2025Q2: 228,910 shares; 2025Q3: 218,249 shares; 2025Q4: 212,194 shares; 2026Q1: 192,964 shares 192,964 $55.4M 2.32% -19,230 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 118,122 shares; 2025Q2: 123,754 shares; 2025Q3: 123,646 shares; 2025Q4: 123,276 shares; 2026Q1: 125,802 shares 125,802 $54.9M 2.3% +2,526 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: 89,764 shares; 2025Q1: 408,173 shares; 2025Q2: 835,276 shares; 2025Q3: 1,039,566 shares; 2025Q4: 1,327,463 shares; 2026Q1: 1,799,794 shares 1,799,794 $41.2M 1.73% +472,331 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: 196,248 shares; 2025Q1: 196,589 shares; 2025Q2: 194,291 shares; 2025Q3: 193,735 shares; 2025Q4: 190,049 shares; 2026Q1: 189,726 shares 189,726 $40.8M 1.71% -323 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: 423,817 shares; 2025Q1: 395,037 shares; 2025Q2: 389,297 shares; 2025Q3: 388,817 shares; 2025Q4: 385,195 shares; 2026Q1: 353,931 shares 353,931 $40M 1.68% -31,264 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: not reported; 2025Q1: 146,304 shares; 2025Q2: 173,278 shares; 2025Q3: 155,955 shares; 2025Q4: 149,803 shares; 2026Q1: 142,250 shares 142,250 $37.3M 1.56% -7,553 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: not reported; 2025Q1: 78,043 shares; 2025Q2: 75,286 shares; 2025Q3: 72,762 shares; 2025Q4: 116,771 shares; 2026Q1: 114,883 shares 114,883 $36.9M 1.54% -1,888 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: 59,356 shares; 2025Q1: 59,581 shares; 2025Q2: 58,364 shares; 2025Q3: 58,408 shares; 2025Q4: 57,844 shares; 2026Q1: 58,863 shares 58,863 $34M 1.42% +1,019 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: 538,479 shares; 2025Q1: 509,817 shares; 2025Q2: 465,038 shares; 2025Q3: 452,058 shares; 2025Q4: 450,381 shares; 2026Q1: 430,220 shares 430,220 $33.2M 1.39% -20,161 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: 209,831 shares; 2025Q1: 213,098 shares; 2025Q2: 213,472 shares; 2025Q3: 208,490 shares; 2025Q4: 160,360 shares; 2026Q1: 154,643 shares 154,643 $29.8M 1.25% -5,717 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: 112,439 shares; 2025Q1: 112,412 shares; 2025Q2: 120,446 shares; 2025Q3: 119,187 shares; 2025Q4: 115,607 shares; 2026Q1: 115,990 shares 115,990 $29.4M 1.23% +383 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: not reported; 2025Q2: 12,845 shares; 2025Q3: 10,073 shares; 2025Q4: 210,168 shares; 2026Q1: 1,240,205 shares 1,240,205 $27.8M 1.17% +1,030,037 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: 38,129 shares; 2025Q1: 37,667 shares; 2025Q2: 38,004 shares; 2025Q3: 39,123 shares; 2025Q4: 39,004 shares; 2026Q1: 41,980 shares 41,980 $27.3M 1.14% +2,976 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 65,759 shares; 2025Q2: 65,581 shares; 2025Q3: 62,728 shares; 2025Q4: 61,651 shares; 2026Q1: 61,170 shares 61,170 $24.9M 1.05% -481 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 327,744 shares; 2025Q1: 276,289 shares; 2025Q2: 271,221 shares; 2025Q3: 271,221 shares; 2025Q4: 268,910 shares; 2026Q1: 268,910 shares 268,910 $23.2M 0.97% 0 Timeline ICF 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: 450,373 shares; 2025Q1: 480,915 shares; 2025Q2: 477,270 shares; 2025Q3: 407,069 shares; 2025Q4: 395,743 shares; 2026Q1: 308,896 shares 308,896 $19.1M 0.8% -86,847 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: 49,920 shares; 2025Q1: 49,165 shares; 2025Q2: 48,627 shares; 2025Q3: 50,785 shares; 2025Q4: 50,905 shares; 2026Q1: 50,554 shares 50,554 $18.7M 0.78% -351 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: 434,975 shares; 2025Q2: 423,898 shares; 2025Q3: 396,868 shares; 2025Q4: 394,875 shares; 2026Q1: 359,997 shares 359,997 $16.9M 0.71% -34,878 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: 99,790 shares; 2025Q1: 96,927 shares; 2025Q2: 97,054 shares; 2025Q3: 98,395 shares; 2025Q4: 90,075 shares; 2026Q1: 89,297 shares 89,297 $15.6M 0.65% -778 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: not reported; 2025Q1: 20,189 shares; 2025Q2: 22,812 shares; 2025Q3: 22,011 shares; 2025Q4: 21,544 shares; 2026Q1: 23,020 shares 23,020 $13.8M 0.58% +1,476 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: 102,238 shares; 2025Q1: 102,242 shares; 2025Q2: 100,797 shares; 2025Q3: 100,791 shares; 2025Q4: 100,791 shares; 2026Q1: 100,899 shares 100,899 $12.9M 0.54% +108 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: 28,884 shares; 2025Q1: 28,636 shares; 2025Q2: 28,604 shares; 2025Q3: 29,870 shares; 2025Q4: 28,520 shares; 2026Q1: 29,078 shares 29,078 $12.4M 0.52% +558 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,650 shares; 2025Q1: not reported; 2025Q2: 31,733 shares; 2025Q3: 39,164 shares; 2025Q4: 39,881 shares; 2026Q1: 38,533 shares 38,533 $11.1M 0.46% -1,348 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: 17,721 shares; 2025Q1: 17,522 shares; 2025Q2: 17,282 shares; 2025Q3: 17,258 shares; 2025Q4: 16,713 shares; 2026Q1: 16,812 shares 16,812 $11M 0.46% +99 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: not reported; 2025Q1: 50,828 shares; 2025Q2: 55,362 shares; 2025Q3: 53,092 shares; 2025Q4: 51,786 shares; 2026Q1: 52,877 shares 52,877 $10.4M 0.43% +1,091 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: not reported; 2025Q1: 66,978 shares; 2025Q2: 36,598 shares; 2025Q3: 35,997 shares; 2025Q4: 35,327 shares; 2026Q1: 33,363 shares 33,363 $9.59M 0.4% -1,964 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773,562 shares; 2025Q1: 39,452 shares; 2025Q2: 39,020 shares; 2025Q3: 38,407 shares; 2025Q4: 38,447 shares; 2026Q1: 36,476 shares 36,476 $9.39M 0.39% -1,971 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: 31,082 shares; 2025Q2: 30,738 shares; 2025Q3: 47,176 shares; 2025Q4: 48,536 shares; 2026Q1: 46,289 shares 46,289 $8.88M 0.37% -2,247 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: 53,787 shares; 2025Q1: 58,288 shares; 2025Q2: 72,167 shares; 2025Q3: 92,546 shares; 2025Q4: 108,122 shares; 2026Q1: 80,571 shares 80,571 $8.55M 0.36% -27,551 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113,162 shares; 2025Q1: 46,772 shares; 2025Q2: 45,466 shares; 2025Q3: 41,122 shares; 2025Q4: 41,093 shares; 2026Q1: 41,093 shares 41,093 $8.37M 0.35% 0 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: 16,514 shares; 2025Q1: 16,320 shares; 2025Q2: 16,269 shares; 2025Q3: 19,626 shares; 2025Q4: 18,134 shares; 2026Q1: 17,442 shares 17,442 $8.36M 0.35% -692 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: 22,977 shares; 2025Q1: 23,719 shares; 2025Q2: 23,671 shares; 2025Q3: 27,912 shares; 2025Q4: 28,948 shares; 2026Q1: 27,284 shares 27,284 $8.03M 0.34% -1,664 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: 31,233 shares; 2025Q1: 33,697 shares; 2025Q2: 32,295 shares; 2025Q3: 36,491 shares; 2025Q4: 37,793 shares; 2026Q1: 36,859 shares 36,859 $7.68M 0.32% -934 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 112,085 shares; 2025Q2: 108,257 shares; 2025Q3: 97,606 shares; 2025Q4: 93,589 shares; 2026Q1: 86,251 shares 86,251 $7.65M 0.32% -7,338 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: 8,011 shares; 2025Q1: 8,166 shares; 2025Q2: 8,091 shares; 2025Q3: 7,890 shares; 2025Q4: 7,783 shares; 2026Q1: 7,586 shares 7,586 $7.56M 0.32% -197 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,892 shares; 2025Q1: 104,937 shares; 2025Q2: 105,038 shares; 2025Q3: 104,273 shares; 2025Q4: 103,524 shares; 2026Q1: 97,611 shares 97,611 $7.52M 0.32% -5,913 Timeline DGRO 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: 107,775 shares; 2025Q1: 107,474 shares; 2025Q2: 106,226 shares; 2025Q3: 101,109 shares; 2025Q4: 101,100 shares; 2026Q1: 101,100 shares 101,100 $7.1M 0.3% 0 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: 26,397 shares; 2025Q1: 26,060 shares; 2025Q2: 25,842 shares; 2025Q3: 25,488 shares; 2025Q4: 20,158 shares; 2026Q1: 21,109 shares 21,109 $6.53M 0.27% +951 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: 64,505 shares; 2025Q1: 63,573 shares; 2025Q2: 61,899 shares; 2025Q3: 70,630 shares; 2025Q4: 62,388 shares; 2026Q1: 66,185 shares 66,185 $6.43M 0.27% +3,797 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,667 shares; 2025Q1: 120,730 shares; 2025Q2: 122,174 shares; 2025Q3: 124,360 shares; 2025Q4: 112,105 shares; 2026Q1: 108,353 shares 108,353 $6.1M 0.26% -3,752 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: 16,628 shares; 2025Q1: 16,301 shares; 2025Q2: 16,154 shares; 2025Q3: 19,461 shares; 2025Q4: 19,427 shares; 2026Q1: 19,346 shares 19,346 $5.85M 0.25% -81 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 64,178 shares; 2025Q2: 60,581 shares; 2025Q3: 57,663 shares; 2025Q4: 57,366 shares; 2026Q1: 57,366 shares 57,366 $5.51M 0.23% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 438 shares; 2025Q2: 591 shares; 2025Q3: 4,628 shares; 2025Q4: 7,000 shares; 2026Q1: 7,759 shares 7,759 $5.41M 0.23% +759 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,213 shares; 2025Q1: 14,213 shares; 2025Q2: 14,204 shares; 2025Q3: 14,204 shares; 2025Q4: 16,810 shares; 2026Q1: 11,947 shares 11,947 $5.21M 0.22% -4,863 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 78,030 shares; 2025Q2: 76,434 shares; 2025Q3: 75,015 shares; 2025Q4: 64,075 shares; 2026Q1: 60,221 shares 60,221 $5.2M 0.22% -3,854 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,026 shares; 2025Q1: 16,026 shares; 2025Q2: 16,007 shares; 2025Q3: 16,007 shares; 2025Q4: 16,007 shares; 2026Q1: 15,831 shares 15,831 $4.69M 0.2% -176 Timeline GVI 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: 43,309 shares; 2026Q1: 43,637 shares 43,637 $4.66M 0.2% +328 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: 13,703 shares; 2025Q1: 13,320 shares; 2025Q2: 13,271 shares; 2025Q3: 14,498 shares; 2025Q4: 14,467 shares; 2026Q1: 14,020 shares 14,020 $4.61M 0.19% -447 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,467 shares; 2026Q1: 55,323 shares 55,323 $4.57M 0.19% +10,856 Timeline HEZU 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: 221,922 shares; 2025Q1: 174,948 shares; 2025Q2: 130,425 shares; 2025Q3: 112,164 shares; 2025Q4: 111,040 shares; 2026Q1: 100,276 shares 100,276 $4.38M 0.18% -10,764 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: 128,576 shares; 2025Q1: 58,245 shares; 2025Q2: 58,245 shares; 2025Q3: 58,245 shares; 2025Q4: 58,224 shares; 2026Q1: 58,200 shares 58,200 $4.38M 0.18% -24 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,985 shares; 2025Q1: 76,041 shares; 2025Q2: 67,265 shares; 2025Q3: 61,049 shares; 2025Q4: 61,067 shares; 2026Q1: 46,349 shares 46,349 $4.28M 0.18% -14,718 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 99,057 shares; 2025Q2: 83,944 shares; 2025Q3: 62,971 shares; 2025Q4: 57,329 shares; 2026Q1: 53,368 shares 53,368 $4.23M 0.18% -3,961 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,029 shares; 2025Q1: 29,807 shares; 2025Q2: 29,884 shares; 2025Q3: 29,780 shares; 2025Q4: 29,703 shares; 2026Q1: 29,605 shares 29,605 $4.02M 0.17% -98 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: 16,520 shares; 2025Q1: 16,012 shares; 2025Q2: 15,424 shares; 2025Q3: 15,711 shares; 2025Q4: 16,186 shares; 2026Q1: 16,400 shares 16,400 $4.01M 0.17% +214 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: 29,810 shares; 2025Q1: 26,157 shares; 2025Q2: 20,755 shares; 2025Q3: 19,693 shares; 2025Q4: 19,202 shares; 2026Q1: 16,157 shares 16,157 $4.01M 0.17% -3,045 Timeline IOO 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: 70,729 shares; 2025Q1: 34,666 shares; 2025Q2: 34,538 shares; 2025Q3: 34,228 shares; 2025Q4: 34,172 shares; 2026Q1: 32,073 shares 32,073 $3.88M 0.16% -2,099 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: 15,740 shares; 2025Q1: 15,385 shares; 2025Q2: 15,094 shares; 2025Q3: 16,334 shares; 2025Q4: 20,988 shares; 2026Q1: 22,724 shares 22,724 $3.86M 0.16% +1,736 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239,289 shares; 2025Q1: 93,053 shares; 2025Q2: 75,414 shares; 2025Q3: 61,887 shares; 2025Q4: 52,802 shares; 2026Q1: 49,066 shares 49,066 $3.85M 0.16% -3,736 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: 27,609 shares; 2025Q1: 27,609 shares; 2025Q2: 27,609 shares; 2025Q3: 27,609 shares; 2025Q4: 25,902 shares; 2026Q1: 26,056 shares 26,056 $3.8M 0.16% +154 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,014 shares; 2025Q1: 3,015 shares; 2025Q2: 7,463 shares; 2025Q3: 6,802 shares; 2025Q4: 6,803 shares; 2026Q1: 10,527 shares 10,527 $3.75M 0.16% +3,724 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: 5,455 shares; 2025Q1: 5,301 shares; 2025Q2: 5,253 shares; 2025Q3: 5,088 shares; 2025Q4: 5,161 shares; 2026Q1: 5,267 shares 5,267 $3.73M 0.16% +106 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: not reported; 2025Q1: 54,743 shares; 2025Q2: 58,477 shares; 2025Q3: 58,393 shares; 2025Q4: 58,397 shares; 2026Q1: 68,422 shares 68,422 $3.7M 0.15% +10,025 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: 2,438 shares; 2025Q1: 2,441 shares; 2025Q2: 2,442 shares; 2025Q3: 3,700 shares; 2025Q4: 3,963 shares; 2026Q1: 4,018 shares 4,018 $3.7M 0.15% +55 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: 12,107 shares; 2025Q1: 13,090 shares; 2025Q2: 13,092 shares; 2025Q3: 12,983 shares; 2025Q4: 14,593 shares; 2026Q1: 14,459 shares 14,459 $3.5M 0.15% -134 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,704 shares; 2025Q4: 16,811 shares; 2026Q1: 22,867 shares 22,867 $3.35M 0.14% +6,056 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: 18,788 shares; 2025Q1: 18,232 shares; 2025Q2: 18,232 shares; 2025Q3: 18,232 shares; 2025Q4: 18,232 shares; 2026Q1: 18,387 shares 18,387 $3.34M 0.14% +155 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,697 shares; 2025Q4: 52,133 shares; 2026Q1: 64,740 shares 64,740 $3.29M 0.14% +12,607 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 38,970 shares; 2025Q2: 36,336 shares; 2025Q3: 22,281 shares; 2025Q4: 22,185 shares; 2026Q1: 22,103 shares 22,103 $3.23M 0.14% -82 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,492 shares; 2025Q2: 10,773 shares; 2025Q3: 10,683 shares; 2025Q4: 10,683 shares; 2026Q1: 10,609 shares 10,609 $3.21M 0.13% -74 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,342 shares; 2025Q1: 21,342 shares; 2025Q2: 21,191 shares; 2025Q3: 21,191 shares; 2025Q4: 21,191 shares; 2026Q1: 21,448 shares 21,448 $3.18M 0.13% +257 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: 4,065 shares; 2025Q1: 4,188 shares; 2025Q2: 4,105 shares; 2025Q3: 5,676 shares; 2025Q4: 6,449 shares; 2026Q1: 5,512 shares 5,512 $3.15M 0.13% -937 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: 6,133 shares; 2025Q1: 6,171 shares; 2025Q2: 6,178 shares; 2025Q3: 6,096 shares; 2025Q4: 3,505 shares; 2026Q1: 3,512 shares 3,512 $3.04M 0.13% +7 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: 30,585 shares; 2025Q2: 29,554 shares; 2025Q3: 26,955 shares; 2025Q4: 34,803 shares; 2026Q1: 39,706 shares 39,706 $3.04M 0.13% +4,903 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,992 shares; 2025Q1: 16,914 shares; 2025Q2: 16,857 shares; 2025Q3: 16,721 shares; 2025Q4: 16,649 shares; 2026Q1: 16,474 shares 16,474 $2.79M 0.12% -175 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: 24,465 shares; 2025Q1: 24,086 shares; 2025Q2: 23,709 shares; 2025Q3: 28,941 shares; 2025Q4: 30,151 shares; 2026Q1: 29,597 shares 29,597 $2.75M 0.12% -554 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,350 shares; 2025Q1: 44,365 shares; 2025Q2: 38,684 shares; 2025Q3: 35,006 shares; 2025Q4: 26,339 shares; 2026Q1: 25,334 shares 25,334 $2.69M 0.11% -1,005 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: 19,327 shares; 2025Q1: 18,622 shares; 2025Q2: 17,146 shares; 2025Q3: 16,837 shares; 2025Q4: 17,564 shares; 2026Q1: 18,538 shares 18,538 $2.68M 0.11% +974 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: 17,851 shares; 2025Q1: 17,855 shares; 2025Q2: 17,711 shares; 2025Q3: 17,560 shares; 2025Q4: 17,721 shares; 2026Q1: 16,260 shares 16,260 $2.6M 0.11% -1,461 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: 9,395 shares; 2025Q1: 9,041 shares; 2025Q2: 8,039 shares; 2025Q3: 10,825 shares; 2025Q4: 10,683 shares; 2026Q1: 10,202 shares 10,202 $2.48M 0.1% -481 Timeline IJT 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: 17,286 shares; 2025Q1: 17,286 shares; 2025Q2: 17,286 shares; 2025Q3: 16,916 shares; 2025Q4: 16,916 shares; 2026Q1: 17,023 shares 17,023 $2.46M 0.1% +107 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: 4,596 shares; 2025Q1: 4,567 shares; 2025Q2: 4,568 shares; 2025Q3: 4,539 shares; 2025Q4: 4,544 shares; 2026Q1: 3,985 shares 3,985 $2.46M 0.1% -559 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,416 shares; 2025Q1: 7,336 shares; 2025Q2: 7,059 shares; 2025Q3: 7,060 shares; 2025Q4: 6,927 shares; 2026Q1: 6,918 shares 6,918 $2.34M 0.1% -9 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: 8,983 shares; 2025Q1: 8,796 shares; 2025Q2: 9,389 shares; 2025Q3: 8,912 shares; 2025Q4: 8,446 shares; 2026Q1: 8,192 shares 8,192 $2.32M 0.1% -254 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: 5,066 shares; 2025Q1: 5,012 shares; 2025Q2: 4,994 shares; 2025Q3: 4,862 shares; 2025Q4: 4,982 shares; 2026Q1: 4,600 shares 4,600 $2.26M 0.09% -382 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,702 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,952 shares; 2025Q4: 23,952 shares; 2026Q1: 23,952 shares 23,952 $2.24M 0.09% 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: 14,404 shares; 2025Q1: 15,303 shares; 2025Q2: 15,761 shares; 2025Q3: 15,969 shares; 2025Q4: 15,849 shares; 2026Q1: 17,334 shares 17,334 $2.15M 0.09% +1,485 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: 31,434 shares; 2025Q1: 28,045 shares; 2025Q2: 27,190 shares; 2025Q3: 27,021 shares; 2025Q4: 26,732 shares; 2026Q1: 24,685 shares 24,685 $2.14M 0.09% -2,047 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: 12,326 shares; 2025Q1: 12,179 shares; 2025Q2: 11,891 shares; 2025Q3: 12,087 shares; 2025Q4: 12,034 shares; 2026Q1: 9,357 shares 9,357 $2.12M 0.09% -2,677 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: 14,773 shares; 2025Q1: 14,190 shares; 2025Q2: 13,245 shares; 2025Q3: 13,354 shares; 2025Q4: 13,031 shares; 2026Q1: 13,580 shares 13,580 $2.11M 0.09% +549 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: 2,210 shares; 2025Q1: 2,160 shares; 2025Q2: 2,158 shares; 2025Q3: 5,189 shares; 2025Q4: 5,761 shares; 2026Q1: 5,771 shares 5,771 $2.03M 0.09% +10 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: 4,503 shares; 2025Q1: 4,420 shares; 2025Q2: 4,390 shares; 2025Q3: 4,358 shares; 2025Q4: 4,358 shares; 2026Q1: 4,358 shares 4,358 $1.94M 0.08% 0 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: 3,775 shares; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,878 shares; 2025Q4: 3,878 shares; 2026Q1: 4,133 shares 4,133 $1.91M 0.08% +255 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,062 shares; 2025Q4: 43,740 shares; 2026Q1: 41,932 shares 41,932 $1.91M 0.08% -1,808 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: 5,624 shares; 2025Q1: 5,471 shares; 2025Q2: 5,462 shares; 2025Q3: 5,263 shares; 2025Q4: 5,263 shares; 2026Q1: 5,220 shares 5,220 $1.9M 0.08% -43 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: 2,153 shares; 2025Q1: 2,162 shares; 2025Q2: 2,341 shares; 2025Q3: 2,241 shares; 2025Q4: 1,998 shares; 2026Q1: 2,052 shares 2,052 $1.79M 0.08% +54 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: 3,711 shares; 2025Q1: 14,124 shares; 2025Q2: 4,009 shares; 2025Q3: 7,042 shares; 2025Q4: 8,167 shares; 2026Q1: 8,186 shares 8,186 $1.78M 0.07% +19 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: 15,576 shares; 2025Q1: 15,568 shares; 2025Q2: 15,291 shares; 2025Q3: 13,605 shares; 2025Q4: 13,605 shares; 2026Q1: 13,702 shares 13,702 $1.73M 0.07% +97 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: 3,913 shares; 2025Q1: 3,893 shares; 2025Q2: 3,747 shares; 2025Q3: 3,660 shares; 2025Q4: 3,660 shares; 2026Q1: 3,214 shares 3,214 $1.73M 0.07% -446 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,188 shares; 2025Q4: 74,040 shares; 2026Q1: 55,916 shares 55,916 $1.7M 0.07% -18,124 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: 11,708 shares; 2025Q1: 12,571 shares; 2025Q2: 12,572 shares; 2025Q3: 12,581 shares; 2025Q4: 12,526 shares; 2026Q1: 11,284 shares 11,284 $1.66M 0.07% -1,242 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,389 shares; 2025Q2: 5,348 shares; 2025Q3: 5,324 shares; 2025Q4: 5,124 shares; 2026Q1: 5,075 shares 5,075 $1.66M 0.07% -49 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,881 shares; 2025Q1: 14,546 shares; 2025Q2: 14,546 shares; 2025Q3: 14,546 shares; 2025Q4: 14,546 shares; 2026Q1: 16,140 shares 16,140 $1.64M 0.07% +1,594 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,252 shares; 2025Q1: 1,249 shares; 2025Q2: 18,773 shares; 2025Q3: 18,653 shares; 2025Q4: 18,008 shares; 2026Q1: 17,516 shares 17,516 $1.62M 0.07% -492 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: 10,431 shares; 2025Q1: 10,213 shares; 2025Q2: 9,531 shares; 2025Q3: 6,802 shares; 2025Q4: 6,558 shares; 2026Q1: 5,888 shares 5,888 $1.59M 0.07% -670 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,872 shares; 2025Q1: 7,687 shares; 2025Q2: 7,687 shares; 2025Q3: 7,687 shares; 2025Q4: 8,975 shares; 2026Q1: 7,644 shares 7,644 $1.58M 0.07% -1,331 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: 4,689 shares; 2025Q1: 6,540 shares; 2025Q2: 6,645 shares; 2025Q3: 6,578 shares; 2025Q4: 6,458 shares; 2026Q1: 5,891 shares 5,891 $1.57M 0.07% -567 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: 4,843 shares; 2025Q1: 4,407 shares; 2025Q2: 3,698 shares; 2025Q3: 3,149 shares; 2025Q4: 3,034 shares; 2026Q1: 4,226 shares 4,226 $1.57M 0.07% +1,192 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: 7,721 shares; 2025Q1: 8,131 shares; 2025Q2: 7,871 shares; 2025Q3: 7,851 shares; 2025Q4: 7,847 shares; 2026Q1: 7,691 shares 7,691 $1.56M 0.07% -156 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,423 shares; 2025Q1: 64,129 shares; 2025Q2: 59,193 shares; 2025Q3: 48,296 shares; 2025Q4: 39,181 shares; 2026Q1: 38,679 shares 38,679 $1.54M 0.06% -502 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: 82,065 shares; 2025Q1: 23,487 shares; 2025Q2: 22,120 shares; 2025Q3: 22,020 shares; 2025Q4: 20,830 shares; 2026Q1: 20,432 shares 20,432 $1.53M 0.06% -398 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,435 shares; 2025Q4: 10,931 shares; 2026Q1: 7,717 shares 7,717 $1.53M 0.06% -3,214 Timeline IWO 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: 5,505 shares; 2025Q1: 5,505 shares; 2025Q2: 5,288 shares; 2025Q3: 5,288 shares; 2025Q4: 5,288 shares; 2026Q1: 4,862 shares 4,862 $1.53M 0.06% -426 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: 5,512 shares; 2025Q1: 5,688 shares; 2025Q2: 5,542 shares; 2025Q3: 5,374 shares; 2025Q4: 5,304 shares; 2026Q1: 4,878 shares 4,878 $1.52M 0.06% -426 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: 7,588 shares; 2025Q1: 5,664 shares; 2025Q2: 5,515 shares; 2025Q3: 5,434 shares; 2025Q4: 7,711 shares; 2026Q1: 7,228 shares 7,228 $1.5M 0.06% -483 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,531 shares; 2025Q1: 32,219 shares; 2025Q2: 36,665 shares; 2025Q3: 32,734 shares; 2025Q4: 30,550 shares; 2026Q1: 30,281 shares 30,281 $1.48M 0.06% -269 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: 4,734 shares; 2025Q1: 4,683 shares; 2025Q2: 4,683 shares; 2025Q3: 6,114 shares; 2025Q4: 6,121 shares; 2026Q1: 6,791 shares 6,791 $1.45M 0.06% +670 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,899 shares; 2025Q1: 37,293 shares; 2025Q2: 37,293 shares; 2025Q3: 37,293 shares; 2025Q4: 37,293 shares; 2026Q1: 37,123 shares 37,123 $1.44M 0.06% -170 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: 16,432 shares; 2025Q1: 16,432 shares; 2025Q2: 16,432 shares; 2025Q3: 14,469 shares; 2025Q4: 14,469 shares; 2026Q1: 14,469 shares 14,469 $1.41M 0.06% 0 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: 11,669 shares; 2025Q1: 11,651 shares; 2025Q2: 10,865 shares; 2025Q3: 10,592 shares; 2025Q4: 7,806 shares; 2026Q1: 7,031 shares 7,031 $1.33M 0.06% -775 Timeline RPV 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: 12,103 shares; 2025Q2: 11,978 shares; 2025Q3: 11,947 shares; 2025Q4: 11,947 shares; 2026Q1: 11,947 shares 11,947 $1.28M 0.05% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,806 shares; 2025Q1: 6,808 shares; 2025Q2: 6,553 shares; 2025Q3: 6,432 shares; 2025Q4: 6,397 shares; 2026Q1: 6,457 shares 6,457 $1.28M 0.05% +60 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,410 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,427 shares 1,427 $1.28M 0.05% +62 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,417 shares; 2025Q4: 11,637 shares; 2026Q1: 11,069 shares 11,069 $1.27M 0.05% -568 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,407 shares; 2025Q1: 3,325 shares; 2025Q2: 3,328 shares; 2025Q3: 3,329 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares 3,445 $1.24M 0.05% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,012 shares; 2025Q4: 10,653 shares; 2026Q1: 11,031 shares 11,031 $1.22M 0.05% +378 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: 13,192 shares; 2025Q1: 13,174 shares; 2025Q2: 26,348 shares; 2025Q3: 26,276 shares; 2025Q4: 26,218 shares; 2026Q1: 25,807 shares 25,807 $1.2M 0.05% -411 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: 2,948 shares; 2025Q1: 2,903 shares; 2025Q2: 2,892 shares; 2025Q3: 2,648 shares; 2025Q4: 2,648 shares; 2026Q1: 2,653 shares 2,653 $1.18M 0.05% +5 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: 6,149 shares; 2025Q1: 6,034 shares; 2025Q2: 5,909 shares; 2025Q3: 5,459 shares; 2025Q4: 5,185 shares; 2026Q1: 4,540 shares 4,540 $1.18M 0.05% -645 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: 12,629 shares; 2025Q1: 11,513 shares; 2025Q2: 9,502 shares; 2025Q3: 9,099 shares; 2025Q4: 9,214 shares; 2026Q1: 9,776 shares 9,776 $1.18M 0.05% +562 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: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares; 2026Q1: 2,374 shares 2,374 $1.17M 0.05% -6 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: 14,083 shares; 2025Q1: 14,168 shares; 2025Q2: 13,974 shares; 2025Q3: 15,925 shares; 2025Q4: 16,667 shares; 2026Q1: 14,857 shares 14,857 $1.15M 0.05% -1,810 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,546 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,671 shares 13,671 $1.13M 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 1,164 shares; 2026Q1: 1,175 shares 1,175 $1.13M 0.05% +11 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,963 shares; 2025Q2: 14,954 shares; 2025Q3: 11,834 shares; 2025Q4: 11,834 shares; 2026Q1: 11,834 shares 11,834 $1.12M 0.05% 0 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: 18,184 shares 18,184 $1.11M 0.05% new 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: not reported; 2025Q1: 14,228 shares; 2025Q2: not reported; 2025Q3: 10,406 shares; 2025Q4: 11,406 shares; 2026Q1: 22,268 shares 22,268 $1.1M 0.05% +10,862 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,200 shares; 2025Q1: 10,785 shares; 2025Q2: 10,785 shares; 2025Q3: 10,785 shares; 2025Q4: 12,712 shares; 2026Q1: 12,712 shares 12,712 $1.09M 0.05% 0 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: 2,425 shares; 2025Q1: 2,137 shares; 2025Q2: 2,148 shares; 2025Q3: 2,137 shares; 2025Q4: 2,155 shares; 2026Q1: 2,173 shares 2,173 $1.09M 0.05% +18 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,231 shares; 2025Q1: 30,231 shares; 2025Q2: 30,231 shares; 2025Q3: 30,231 shares; 2025Q4: 30,231 shares; 2026Q1: 30,231 shares 30,231 $1.08M 0.05% 0 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: 8,046 shares; 2025Q1: 8,112 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares; 2026Q1: 7,854 shares 7,854 $1.07M 0.04% +74 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: 8,050 shares; 2025Q1: 8,017 shares; 2025Q2: 7,710 shares; 2025Q3: 10,475 shares; 2025Q4: 6,312 shares; 2026Q1: 5,385 shares 5,385 $1.07M 0.04% -927 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: 3,645 shares; 2025Q1: 3,596 shares; 2025Q2: 3,586 shares; 2025Q3: 3,634 shares; 2025Q4: 3,634 shares; 2026Q1: 3,223 shares 3,223 $1.05M 0.04% -411 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: not reported; 2025Q1: 2,465 shares; 2025Q2: 2,454 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,532 shares 10,532 $1M 0.04% 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: 39,730 shares; 2025Q1: 30,667 shares; 2025Q2: 26,199 shares; 2025Q3: 20,856 shares; 2025Q4: 17,586 shares; 2026Q1: 17,586 shares 17,586 $999K 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,992 shares; 2025Q1: 4,216 shares; 2025Q2: 4,214 shares; 2025Q3: 4,223 shares; 2025Q4: 4,214 shares; 2026Q1: 4,214 shares 4,214 $996K 0.04% 0 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: 27,300 shares; 2025Q1: 20,635 shares; 2025Q2: 15,474 shares; 2025Q3: 10,985 shares; 2025Q4: 10,987 shares; 2026Q1: 10,019 shares 10,019 $995K 0.04% -968 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27,921 shares; 2025Q2: 27,545 shares; 2025Q3: 27,545 shares; 2025Q4: 27,545 shares; 2026Q1: 27,545 shares 27,545 $990K 0.04% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 23,039 shares; 2025Q2: 22,469 shares; 2025Q3: 22,469 shares; 2025Q4: 22,303 shares; 2026Q1: 18,706 shares 18,706 $983K 0.04% -3,597 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 52,758 shares; 2025Q2: 25,866 shares; 2025Q3: 15,874 shares; 2025Q4: 12,646 shares; 2026Q1: 12,694 shares 12,694 $980K 0.04% +48 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: 2,879 shares; 2025Q1: 2,769 shares; 2025Q2: 2,715 shares; 2025Q3: 2,901 shares; 2025Q4: 3,019 shares; 2026Q1: 3,348 shares 3,348 $977K 0.04% +329 Timeline ACWV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,152 shares 8,152 $974K 0.04% new 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: 10,128 shares; 2025Q1: not reported; 2025Q2: 10,091 shares; 2025Q3: 9,678 shares; 2025Q4: 10,083 shares; 2026Q1: 9,374 shares 9,374 $962K 0.04% -709 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: 1,153 shares; 2025Q1: 1,161 shares; 2025Q2: 1,107 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,099 shares 1,099 $930K 0.04% +11 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,163 shares; 2025Q2: 29,600 shares; 2025Q3: 29,600 shares; 2025Q4: 29,600 shares; 2026Q1: 30,000 shares 30,000 $920K 0.04% +400 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,692 shares; 2025Q2: 9,692 shares; 2025Q3: 10,075 shares; 2025Q4: 9,556 shares; 2026Q1: 9,556 shares 9,556 $917K 0.04% 0 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: 941 shares; 2025Q1: 943 shares; 2025Q2: 907 shares; 2025Q3: 962 shares; 2025Q4: 9,580 shares; 2026Q1: 9,530 shares 9,530 $916K 0.04% -50 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,013 shares; 2025Q4: 1,965 shares; 2026Q1: 2,112 shares 2,112 $909K 0.04% +147 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,400 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,755 shares; 2025Q4: 4,515 shares; 2026Q1: 4,284 shares 4,284 $905K 0.04% -231 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,424 shares; 2025Q1: 210,748 shares; 2025Q2: 211,358 shares; 2025Q3: 212,031 shares; 2025Q4: 212,842 shares; 2026Q1: 213,811 shares 213,811 $900K 0.04% +969 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,208 shares; 2026Q1: 4,186 shares 4,186 $897K 0.04% +978 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,866 shares; 2025Q2: 4,866 shares; 2025Q3: 4,864 shares; 2025Q4: 4,864 shares; 2026Q1: 4,791 shares 4,791 $883K 0.04% -73 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: 2,547 shares; 2025Q1: 2,531 shares; 2025Q2: 2,008 shares; 2025Q3: 1,983 shares; 2025Q4: 1,983 shares; 2026Q1: 3,546 shares 3,546 $876K 0.04% +1,563 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $864K 0.04% 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: 1,697 shares; 2025Q1: 1,680 shares; 2025Q2: 1,676 shares; 2025Q3: 1,665 shares; 2025Q4: 8,250 shares; 2026Q1: 8,248 shares 8,248 $862K 0.04% -2 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: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,527 shares 1,527 $860K 0.04% +108 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: 17,882 shares; 2025Q1: 17,882 shares; 2025Q2: 17,882 shares; 2025Q3: 17,882 shares; 2025Q4: 17,514 shares; 2026Q1: 20,814 shares 20,814 $854K 0.04% +3,300 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,353 shares; 2025Q2: 14,180 shares; 2025Q3: 10,728 shares; 2025Q4: 9,795 shares; 2026Q1: 8,830 shares 8,830 $853K 0.04% -965 Timeline ESGE 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: 62,809 shares; 2025Q1: 70,015 shares; 2025Q2: 70,639 shares; 2025Q3: 24,901 shares; 2025Q4: 20,174 shares; 2026Q1: 18,260 shares 18,260 $830K 0.03% -1,914 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,067 shares; 2025Q1: 3,901 shares; 2025Q2: 3,901 shares; 2025Q3: 3,759 shares; 2025Q4: 3,759 shares; 2026Q1: 3,759 shares 3,759 $814K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,566 shares; 2025Q4: 2,560 shares; 2026Q1: 2,537 shares 2,537 $813K 0.03% -23 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: 4,306 shares; 2025Q1: 4,243 shares; 2025Q2: 4,083 shares; 2025Q3: 4,020 shares; 2025Q4: 4,145 shares; 2026Q1: 4,068 shares 4,068 $790K 0.03% -77 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: 1,984 shares; 2025Q1: 1,813 shares; 2025Q2: 1,763 shares; 2025Q3: 2,903 shares; 2025Q4: 2,993 shares; 2026Q1: 2,940 shares 2,940 $782K 0.03% -53 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,403 shares; 2025Q4: 19,403 shares; 2026Q1: 19,486 shares 19,486 $760K 0.03% +83 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: 2,612 shares; 2025Q1: 2,582 shares; 2025Q2: 2,544 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares 2,344 $757K 0.03% 0 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: 11,851 shares; 2025Q1: 11,639 shares; 2025Q2: 9,744 shares; 2025Q3: 9,435 shares; 2025Q4: 9,391 shares; 2026Q1: 9,913 shares 9,913 $754K 0.03% +522 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: 1,038 shares; 2025Q3: 3,079 shares; 2025Q4: 2,818 shares; 2026Q1: 2,736 shares 2,736 $745K 0.03% -82 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,257 shares; 2025Q1: 5,257 shares; 2025Q2: 4,786 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 3,918 shares 3,918 $743K 0.03% -470 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,594 shares; 2025Q1: 5,957 shares; 2025Q2: 5,957 shares; 2025Q3: 5,572 shares; 2025Q4: 5,572 shares; 2026Q1: 5,572 shares 5,572 $738K 0.03% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,319 shares; 2025Q4: 13,883 shares; 2026Q1: 13,802 shares 13,802 $736K 0.03% -81 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,655 shares; 2025Q1: 8,137 shares; 2025Q2: 7,968 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares; 2026Q1: 5,436 shares 5,436 $735K 0.03% -1,881 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,879 shares; 2025Q1: 2,744 shares; 2025Q2: 2,744 shares; 2025Q3: 2,744 shares; 2025Q4: 2,744 shares; 2026Q1: 2,744 shares 2,744 $732K 0.03% 0 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: not reported; 2025Q1: 38,460 shares; 2025Q2: 22,834 shares; 2025Q3: 14,449 shares; 2025Q4: 13,972 shares; 2026Q1: 9,769 shares 9,769 $719K 0.03% -4,203 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 594 shares; 2025Q2: 572 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 544 shares 544 $719K 0.03% -31 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,150 shares; 2025Q3: 2,038 shares; 2025Q4: 1,973 shares; 2026Q1: 1,693 shares 1,693 $706K 0.03% -280 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,325 shares; 2025Q1: 4,325 shares; 2025Q2: 4,325 shares; 2025Q3: 4,325 shares; 2025Q4: not reported; 2026Q1: 16,649 shares 16,649 $701K 0.03% new 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: 17,650 shares; 2025Q1: 17,650 shares; 2025Q2: 17,512 shares; 2025Q3: 17,512 shares; 2025Q4: 17,512 shares; 2026Q1: 11,413 shares 11,413 $700K 0.03% -6,099 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: 8,132 shares; 2025Q1: 8,132 shares; 2025Q2: 8,613 shares; 2025Q3: 8,613 shares; 2025Q4: 9,229 shares; 2026Q1: 9,216 shares 9,216 $694K 0.03% -13 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: 1,115 shares; 2025Q1: 1,214 shares; 2025Q2: 1,215 shares; 2025Q3: 2,229 shares; 2025Q4: 2,237 shares; 2026Q1: 2,264 shares 2,264 $685K 0.03% +27 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 590 shares; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 488 shares; 2026Q1: 488 shares 488 $673K 0.03% 0 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: 2,346 shares; 2025Q1: 2,385 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,302 shares; 2026Q1: 2,266 shares 2,266 $658K 0.03% -36 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,359 shares; 2025Q1: 1,351 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,195 shares 1,195 $656K 0.03% -65 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: 3,191 shares; 2025Q1: 3,042 shares; 2025Q2: 3,034 shares; 2025Q3: 2,891 shares; 2025Q4: 2,844 shares; 2026Q1: 2,809 shares 2,809 $646K 0.03% -35 Timeline INDA 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: 14,192 shares; 2025Q4: 16,455 shares; 2026Q1: 13,764 shares 13,764 $645K 0.03% -2,691 Timeline CWB 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: 7,095 shares; 2025Q2: 6,990 shares; 2025Q3: 6,990 shares; 2025Q4: 6,990 shares; 2026Q1: 6,990 shares 6,990 $640K 0.03% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,604 shares; 2025Q1: 4,546 shares; 2025Q2: 4,546 shares; 2025Q3: 5,346 shares; 2025Q4: 5,542 shares; 2026Q1: 3,971 shares 3,971 $629K 0.03% -1,571 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,797 shares; 2025Q1: 4,750 shares; 2025Q2: 4,721 shares; 2025Q3: 4,522 shares; 2025Q4: 4,712 shares; 2026Q1: 3,776 shares 3,776 $621K 0.03% -936 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 11,325 shares; 2025Q4: 11,325 shares; 2026Q1: 11,325 shares 11,325 $621K 0.03% 0 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: 5,407 shares; 2025Q1: 5,383 shares; 2025Q2: 5,383 shares; 2025Q3: 5,328 shares; 2025Q4: 5,128 shares; 2026Q1: 4,728 shares 4,728 $620K 0.03% -400 Timeline IYF 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: 5,622 shares; 2025Q4: 5,221 shares; 2026Q1: 5,244 shares 5,244 $617K 0.03% +23 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,372 shares 6,372 $608K 0.03% new 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: 4,858 shares; 2025Q1: 4,654 shares; 2025Q2: 4,549 shares; 2025Q3: 4,385 shares; 2025Q4: 4,145 shares; 2026Q1: 3,464 shares 3,464 $601K 0.03% -681 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,659 shares; 2025Q2: 26,357 shares; 2025Q3: 22,823 shares; 2025Q4: 22,827 shares; 2026Q1: 23,147 shares 23,147 $593K 0.02% +320 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: 762 shares; 2025Q1: 788 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 761 shares; 2026Q1: 765 shares 765 $591K 0.02% +4 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: 7,601 shares; 2025Q1: 7,452 shares; 2025Q2: 7,226 shares; 2025Q3: 7,150 shares; 2025Q4: 7,127 shares; 2026Q1: 7,401 shares 7,401 $589K 0.02% +274 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: 6,483 shares; 2025Q1: 6,323 shares; 2025Q2: 6,888 shares; 2025Q3: 6,335 shares; 2025Q4: 6,185 shares; 2026Q1: 6,032 shares 6,032 $581K 0.02% -153 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: 15,311 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 11,082 shares; 2025Q4: 11,082 shares; 2026Q1: 11,082 shares 11,082 $565K 0.02% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,859 shares; 2025Q2: 3,082 shares; 2025Q3: 3,087 shares; 2025Q4: 3,924 shares; 2026Q1: 4,260 shares 4,260 $563K 0.02% +336 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: 4,620 shares; 2025Q1: 4,620 shares; 2025Q2: 4,620 shares; 2025Q3: 4,236 shares; 2025Q4: 4,734 shares; 2026Q1: 4,679 shares 4,679 $559K 0.02% -55 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: 1,447 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,441 shares; 2025Q4: 1,435 shares; 2026Q1: 1,540 shares 1,540 $551K 0.02% +105 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,223 shares; 2025Q1: 6,135 shares; 2025Q2: 7,816 shares; 2025Q3: 7,816 shares; 2025Q4: 7,816 shares; 2026Q1: 7,816 shares 7,816 $541K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,349 shares; 2025Q4: 4,349 shares; 2026Q1: 4,367 shares 4,367 $536K 0.02% +18 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,394 shares; 2025Q1: 5,396 shares; 2025Q2: 5,322 shares; 2025Q3: 5,324 shares; 2025Q4: 5,326 shares; 2026Q1: 5,428 shares 5,428 $530K 0.02% +102 Timeline VIS 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: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,543 shares; 2026Q1: 1,695 shares 1,695 $529K 0.02% -848 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: 17,406 shares; 2025Q1: 17,345 shares; 2025Q2: 17,345 shares; 2025Q3: 17,320 shares; 2025Q4: 17,320 shares; 2026Q1: 11,445 shares 11,445 $518K 0.02% -5,875 Timeline PRF 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: 77,234 shares; 2025Q1: 10,866 shares; 2025Q2: 10,866 shares; 2025Q3: 10,866 shares; 2025Q4: 10,866 shares; 2026Q1: 10,866 shares 10,866 $516K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,053 shares; 2025Q1: 1,170 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,308 shares; 2026Q1: 1,120 shares 1,120 $516K 0.02% -188 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,889 shares 3,889 $509K 0.02% new 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: 11,077 shares; 2025Q1: 9,586 shares; 2025Q2: 9,558 shares; 2025Q3: 7,558 shares; 2025Q4: 7,258 shares; 2026Q1: 8,705 shares 8,705 $502K 0.02% +1,447 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: 4,561 shares; 2025Q1: 4,535 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 2,743 shares; 2026Q1: 2,743 shares 2,743 $500K 0.02% 0 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: 4,245 shares; 2025Q1: 4,103 shares; 2025Q2: 4,087 shares; 2025Q3: 3,990 shares; 2025Q4: 3,824 shares; 2026Q1: 3,839 shares 3,839 $494K 0.02% +15 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: 8,676 shares; 2025Q1: 8,659 shares; 2025Q2: 8,659 shares; 2025Q3: 2,402 shares; 2025Q4: 2,403 shares; 2026Q1: 2,917 shares 2,917 $492K 0.02% +514 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 528 shares; 2025Q1: 520 shares; 2025Q2: 508 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $489K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,275 shares; 2025Q1: 5,278 shares; 2025Q2: 5,021 shares; 2025Q3: 4,896 shares; 2025Q4: 5,296 shares; 2026Q1: 5,424 shares 5,424 $486K 0.02% +128 Timeline IUSG 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: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 3,122 shares; 2025Q4: 3,123 shares; 2026Q1: 3,125 shares 3,125 $485K 0.02% +2 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 818 shares 818 $482K 0.02% -8 Timeline REZ 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: 8,707 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares 5,750 $478K 0.02% 0 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: 2,418 shares 2,418 $477K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 2,886 shares; 2025Q4: 2,859 shares; 2026Q1: 3,115 shares 3,115 $456K 0.02% +256 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,708 shares 2,708 $448K 0.02% new 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: 1,401 shares; 2025Q1: 1,379 shares; 2025Q2: 1,529 shares; 2025Q3: 1,282 shares; 2025Q4: 1,342 shares; 2026Q1: 1,348 shares 1,348 $443K 0.02% +6 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: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,107 shares 1,107 $434K 0.02% -31 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: 3,615 shares; 2025Q1: 3,619 shares; 2025Q2: 3,622 shares; 2025Q3: 3,727 shares; 2025Q4: 2,285 shares; 2026Q1: 2,298 shares 2,298 $429K 0.02% +13 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,918 shares; 2025Q1: 1,916 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,625 shares; 2026Q1: 1,557 shares 1,557 $427K 0.02% -68 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: 1,217 shares; 2025Q1: 1,322 shares; 2025Q2: 1,228 shares; 2025Q3: 1,238 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares 1,242 $426K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,220 shares; 2025Q1: 3,687 shares; 2025Q2: 14,374 shares; 2025Q3: 4,272 shares; 2025Q4: 8,763 shares; 2026Q1: 9,201 shares 9,201 $422K 0.02% +438 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,205 shares; 2025Q1: 16,464 shares; 2025Q2: 16,464 shares; 2025Q3: 16,453 shares; 2025Q4: 8,325 shares; 2026Q1: 8,306 shares 8,306 $419K 0.02% -19 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: not reported; 2026Q1: 4,711 shares 4,711 $415K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,076 shares 3,076 $409K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares 1,760 $408K 0.02% 0 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: 111 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 96 shares 96 $404K 0.02% -11 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,410 shares; 2025Q1: 3,410 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares; 2025Q4: 3,333 shares; 2026Q1: 3,582 shares 3,582 $399K 0.02% +249 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: 1,195 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,151 shares; 2025Q4: 1,149 shares; 2026Q1: 919 shares 919 $397K 0.02% -230 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,483 shares; 2025Q1: 10,483 shares; 2025Q2: 10,482 shares; 2025Q3: 10,482 shares; 2025Q4: 10,482 shares; 2026Q1: 10,482 shares 10,482 $396K 0.02% 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: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $384K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,537 shares; 2025Q1: 7,039 shares; 2025Q2: 6,247 shares; 2025Q3: 4,694 shares; 2025Q4: 4,261 shares; 2026Q1: 3,234 shares 3,234 $382K 0.02% -1,027 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: 12,359 shares; 2025Q1: 11,194 shares; 2025Q2: 11,184 shares; 2025Q3: 11,579 shares; 2025Q4: 11,273 shares; 2026Q1: 13,068 shares 13,068 $379K 0.02% +1,795 Timeline SOXX 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: 3,534 shares; 2025Q1: 3,775 shares; 2025Q2: 3,537 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares; 2026Q1: 1,134 shares 1,134 $373K 0.02% -1,200 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 479 shares; 2025Q1: 476 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 377 shares; 2026Q1: 347 shares 347 $370K 0.02% -30 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: 8,904 shares; 2025Q2: 15,459 shares; 2025Q3: 12,658 shares; 2025Q4: 12,513 shares; 2026Q1: 12,513 shares 12,513 $364K 0.02% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 3,012 shares; 2026Q1: 3,012 shares 3,012 $360K 0.02% 0 Timeline DMXF 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: 3,337 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,434 shares; 2026Q1: 4,761 shares 4,761 $359K 0.02% +327 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: not reported; 2025Q1: not reported; 2025Q2: 3,602 shares; 2025Q3: 2,603 shares; 2025Q4: 2,879 shares; 2026Q1: 3,159 shares 3,159 $358K 0.02% +280 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,953 shares; 2025Q1: 3,953 shares; 2025Q2: 3,937 shares; 2025Q3: 3,937 shares; 2025Q4: 3,937 shares; 2026Q1: 3,937 shares 3,937 $356K 0.01% 0 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: 2,529 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 1,995 shares; 2026Q1: 2,340 shares 2,340 $354K 0.01% +345 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares 983 $350K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 3,384 shares; 2026Q1: 2,583 shares 2,583 $341K 0.01% -801 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,664 shares; 2025Q1: 3,459 shares; 2025Q2: 3,459 shares; 2025Q3: 3,539 shares; 2025Q4: 3,539 shares; 2026Q1: 3,644 shares 3,644 $340K 0.01% +105 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,549 shares 1,549 $331K 0.01% new 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: 15,051 shares; 2025Q1: 14,856 shares; 2025Q2: 13,904 shares; 2025Q3: 13,493 shares; 2025Q4: 2,462 shares; 2026Q1: 2,462 shares 2,462 $325K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 681 shares; 2025Q3: 616 shares; 2025Q4: 611 shares; 2026Q1: 599 shares 599 $323K 0.01% -12 Timeline IJK 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: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,182 shares 3,182 $320K 0.01% +182 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,113 shares 2,113 $318K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares; 2026Q1: 992 shares 992 $316K 0.01% +48 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: 527 shares; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 617 shares; 2025Q4: 873 shares; 2026Q1: 519 shares 519 $314K 0.01% -354 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: not reported; 2025Q1: 4,544 shares; 2025Q2: not reported; 2025Q3: 4,745 shares; 2025Q4: not reported; 2026Q1: 6,237 shares 6,237 $313K 0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,330 shares 30,330 $312K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,894 shares; 2025Q2: 12,758 shares; 2025Q3: 9,867 shares; 2025Q4: 5,230 shares; 2026Q1: 5,230 shares 5,230 $311K 0.01% 0 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: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares; 2026Q1: 1,069 shares 1,069 $311K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,547 shares; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,276 shares; 2025Q4: 3,276 shares; 2026Q1: 3,276 shares 3,276 $304K 0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,576 shares; 2025Q1: 5,592 shares; 2025Q2: 5,434 shares; 2025Q3: 4,948 shares; 2025Q4: 4,668 shares; 2026Q1: 4,668 shares 4,668 $302K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,956 shares; 2026Q1: 1,737 shares 1,737 $300K 0.01% -219 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,163 shares 5,163 $293K 0.01% new 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: 7,120 shares; 2025Q1: 6,099 shares; 2025Q2: 4,607 shares; 2025Q3: 4,539 shares; 2025Q4: 4,506 shares; 2026Q1: 3,627 shares 3,627 $290K 0.01% -879 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,642 shares 2,642 $287K 0.01% new 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: 760 shares; 2026Q1: 833 shares 833 $281K 0.01% +73 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,940 shares; 2026Q1: 4,066 shares 4,066 $277K 0.01% -874 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,830 shares 5,830 $273K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 797 shares 797 $272K 0.01% new 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: 22,700 shares; 2025Q1: 22,700 shares; 2025Q2: 22,734 shares; 2025Q3: 3,362 shares; 2025Q4: 2,843 shares; 2026Q1: 2,830 shares 2,830 $271K 0.01% -13 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: 5,369 shares; 2025Q1: 5,347 shares; 2025Q2: 4,465 shares; 2025Q3: 1,660 shares; 2025Q4: 1,408 shares; 2026Q1: 1,100 shares 1,100 $267K 0.01% -308 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 891 shares; 2026Q1: 891 shares 891 $266K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: 1,482 shares; 2025Q2: 1,447 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,247 shares 1,247 $259K 0.01% -10 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,782 shares; 2025Q1: 7,782 shares; 2025Q2: 7,782 shares; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares; 2026Q1: 7,782 shares 7,782 $259K 0.01% 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: 2,595 shares; 2025Q1: 2,553 shares; 2025Q2: 2,256 shares; 2025Q3: 2,295 shares; 2025Q4: 2,256 shares; 2026Q1: 2,256 shares 2,256 $257K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,341 shares; 2025Q1: 2,268 shares; 2025Q2: 1,770 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,488 shares 1,488 $257K 0.01% -82 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: 2,111 shares; 2025Q1: 2,089 shares; 2025Q2: 2,089 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,109 shares 2,109 $256K 0.01% new Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,025 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $255K 0.01% 0 Timeline IBTI 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: 11,862 shares; 2025Q3: 9,090 shares; 2025Q4: 11,262 shares; 2026Q1: 11,275 shares 11,275 $251K 0.01% +13 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME 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: 53,880 shares; 2025Q4: 53,880 shares; 2026Q1: 53,880 shares 53,880 $249K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 889 shares 889 $248K 0.01% +212 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: not reported; 2025Q1: 2,067 shares; 2025Q2: 2,076 shares; 2025Q3: 2,092 shares; 2025Q4: 2,107 shares; 2026Q1: 2,132 shares 2,132 $247K 0.01% +25 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID 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: not reported; 2025Q3: 18,742 shares; 2025Q4: 18,742 shares; 2026Q1: 18,742 shares 18,742 $246K 0.01% 0 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: 1,158 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,182 shares 1,182 $245K 0.01% +33 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 3,390 shares 3,390 $243K 0.01% +265 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,647 shares; 2025Q1: 2,245 shares; 2025Q2: 1,733 shares; 2025Q3: 1,518 shares; 2025Q4: 1,507 shares; 2026Q1: 1,222 shares 1,222 $243K 0.01% -285 Timeline IYJ 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: 1,798 shares; 2025Q4: 1,639 shares; 2026Q1: 1,642 shares 1,642 $242K 0.01% +3 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares; 2026Q1: 1,646 shares 1,646 $239K 0.01% +167 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 4,710 shares; 2025Q4: 4,710 shares; 2026Q1: 4,710 shares 4,710 $239K 0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,650 shares 3,650 $237K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 10,129 shares; 2025Q3: 5,129 shares; 2025Q4: 3,086 shares; 2026Q1: 3,154 shares 3,154 $235K 0.01% +68 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: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,131 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,055 shares 1,055 $229K 0.01% -71 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: 75,640 shares; 2025Q1: 12,096 shares; 2025Q2: 8,928 shares; 2025Q3: 8,928 shares; 2025Q4: 8,928 shares; 2026Q1: 8,928 shares 8,928 $224K 0.01% 0 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: 985 shares; 2025Q1: 802 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 803 shares 803 $223K 0.01% +7 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares 2,235 $222K 0.01% 0 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 2,574 shares; 2025Q4: 2,574 shares; 2026Q1: 2,574 shares 2,574 $222K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 3,011 shares 3,011 $221K 0.01% new Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,615 shares; 2025Q1: 6,615 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,615 shares 6,615 $221K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,532 shares; 2025Q1: 3,454 shares; 2025Q2: 3,454 shares; 2025Q3: 3,454 shares; 2025Q4: 3,319 shares; 2026Q1: 3,435 shares 3,435 $216K 0.01% +116 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,555 shares; 2026Q1: 1,556 shares 1,556 $215K 0.01% +1 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 711 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861 shares 861 $214K 0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,801 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,527 shares 7,527 $211K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 374 shares 374 $210K 0.01% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,103 shares 6,103 $207K 0.01% new 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: not reported; 2026Q1: 3,091 shares 3,091 $204K 0.01% new Timeline QUIK QUICKLOGIC CORP More: the full row for QUICKLOGIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 32,200 shares; 2025Q3: 32,200 shares; 2025Q4: 32,200 shares; 2026Q1: 21,534 shares 21,534 $202K 0.01% -10,666 Timeline MGK 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: 1,039 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 546 shares 546 $201K 0.01% new Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER 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: 12,127 shares; 2025Q3: 11,576 shares; 2025Q4: 11,576 shares; 2026Q1: 11,576 shares 11,576 $132K 0.01% 0 Timeline TLSI TRISALUS LIFE SCIENCES INC More: the full row for TRISALUS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,303 shares; 2025Q1: 22,303 shares; 2025Q2: 22,303 shares; 2025Q3: 22,303 shares; 2025Q4: 22,303 shares; 2026Q1: 22,303 shares 22,303 $89.2K <0.01% 0 Timeline