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: 148,732 shares; 2024Q4: 148,732 shares; 2025Q1: 156,633 shares; 2025Q2: 156,633 shares; 2025Q3: 103,327 shares; 2025Q4: 102,120 shares; 2026Q1: 102,120 shares 102,120 $66.4M 2.21% 0 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: 105,179 shares; 2024Q4: 103,465 shares; 2025Q1: 101,828 shares; 2025Q2: 101,828 shares; 2025Q3: 100,546 shares; 2025Q4: 99,405 shares; 2026Q1: 98,462 shares 98,462 $64.3M 2.14% -943 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: 393,644 shares; 2024Q4: 393,644 shares; 2025Q1: 395,038 shares; 2025Q2: 394,331 shares; 2025Q3: 394,331 shares; 2025Q4: 379,566 shares; 2026Q1: 391,664 shares 391,664 $48.7M 1.62% +12,098 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: 349,298 shares; 2024Q4: 343,222 shares; 2025Q1: 346,776 shares; 2025Q2: 353,919 shares; 2025Q3: 318,696 shares; 2025Q4: 303,273 shares; 2026Q1: 258,374 shares 258,374 $43.8M 1.46% -44,899 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: 349,093 shares; 2024Q4: 363,411 shares; 2025Q1: 390,631 shares; 2025Q2: 400,755 shares; 2025Q3: 363,131 shares; 2025Q4: 353,072 shares; 2026Q1: 313,703 shares 313,703 $41.4M 1.38% -39,369 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: 11,935 shares; 2024Q4: 236,466 shares; 2025Q1: 236,357 shares; 2025Q2: 255,628 shares; 2025Q3: 222,765 shares; 2025Q4: 232,092 shares; 2026Q1: 198,576 shares 198,576 $41.1M 1.37% -33,516 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: 4,734 shares; 2024Q4: 4,455 shares; 2025Q1: 268,564 shares; 2025Q2: 265,334 shares; 2025Q3: 202,411 shares; 2025Q4: 194,835 shares; 2026Q1: 164,364 shares 164,364 $40.6M 1.35% -30,471 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: 191,091 shares; 2024Q4: 172,110 shares; 2025Q1: 158,343 shares; 2025Q2: 146,262 shares; 2025Q3: 127,862 shares; 2025Q4: 120,700 shares; 2026Q1: 136,713 shares 136,713 $40.2M 1.34% +16,013 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: 36,473 shares; 2024Q4: 35,113 shares; 2025Q1: 35,126 shares; 2025Q2: 34,578 shares; 2025Q3: 401,059 shares; 2025Q4: 352,977 shares; 2026Q1: 333,031 shares 333,031 $40.1M 1.33% -19,946 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,988 shares; 2024Q4: 284,463 shares; 2025Q1: 282,928 shares; 2025Q2: 303,562 shares; 2025Q3: 277,163 shares; 2025Q4: 302,028 shares; 2026Q1: 271,863 shares 271,863 $39.3M 1.31% -30,165 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: 881,019 shares; 2024Q4: 735,984 shares; 2025Q1: 750,394 shares; 2025Q2: 673,176 shares; 2025Q3: 461,775 shares; 2025Q4: 364,665 shares; 2026Q1: 279,849 shares 279,849 $38.1M 1.26% -84,816 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: 780,655 shares; 2024Q4: 652,315 shares; 2025Q1: 578,045 shares; 2025Q2: 551,535 shares; 2025Q3: 511,134 shares; 2025Q4: 446,614 shares; 2026Q1: 487,603 shares 487,603 $37.8M 1.26% +40,989 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: 116,445 shares; 2024Q4: 98,293 shares; 2025Q1: 109,385 shares; 2025Q2: 100,324 shares; 2025Q3: 81,480 shares; 2025Q4: 57,579 shares; 2026Q1: 53,028 shares 53,028 $37.6M 1.25% -4,551 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545,560 shares; 2024Q4: 468,394 shares; 2025Q1: 411,964 shares; 2025Q2: 386,645 shares; 2025Q3: 316,962 shares; 2025Q4: 288,891 shares; 2026Q1: 315,319 shares 315,319 $37.4M 1.24% +26,428 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: 375,659 shares; 2024Q4: 290,356 shares; 2025Q1: 290,429 shares; 2025Q2: 267,502 shares; 2025Q3: 220,103 shares; 2025Q4: 191,282 shares; 2026Q1: 225,677 shares 225,677 $37.1M 1.23% +34,395 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: 41,968 shares; 2024Q4: 37,270 shares; 2025Q1: 834,889 shares; 2025Q2: 808,088 shares; 2025Q3: 774,503 shares; 2025Q4: 852,623 shares; 2026Q1: 736,463 shares 736,463 $37M 1.23% -116,160 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: 387,672 shares; 2024Q4: 387,672 shares; 2025Q1: 387,672 shares; 2025Q2: 387,672 shares; 2025Q3: 387,672 shares; 2025Q4: 387,672 shares; 2026Q1: 387,672 shares 387,672 $36.8M 1.22% 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: 204,673 shares; 2024Q4: 182,250 shares; 2025Q1: 196,217 shares; 2025Q2: 196,559 shares; 2025Q3: 166,513 shares; 2025Q4: 161,179 shares; 2026Q1: 176,746 shares 176,746 $36.8M 1.22% +15,567 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: not reported; 2024Q4: 36,740 shares; 2025Q1: 37,436 shares; 2025Q2: 35,078 shares; 2025Q3: 30,439 shares; 2025Q4: 31,197 shares; 2026Q1: 38,102 shares 38,102 $36.6M 1.22% +6,905 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761,123 shares; 2024Q4: 649,791 shares; 2025Q1: 595,727 shares; 2025Q2: 716,621 shares; 2025Q3: 701,912 shares; 2025Q4: 662,748 shares; 2026Q1: 603,414 shares 603,414 $36.6M 1.22% -59,334 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: 170,609 shares; 2024Q4: 171,645 shares; 2025Q1: 156,768 shares; 2025Q2: 157,332 shares; 2025Q3: 134,814 shares; 2025Q4: 121,800 shares; 2026Q1: 114,792 shares 114,792 $36.5M 1.21% -7,008 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: 538,606 shares; 2024Q4: 611,599 shares; 2025Q1: 514,967 shares; 2025Q2: 494,491 shares; 2025Q3: 499,933 shares; 2025Q4: 503,099 shares; 2026Q1: 479,695 shares 479,695 $36.5M 1.21% -23,404 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 9,906 shares; 2025Q1: 9,694 shares; 2025Q2: 9,468 shares; 2025Q3: 9,468 shares; 2025Q4: 8,295 shares; 2026Q1: 697,083 shares 697,083 $36.3M 1.2% +688,788 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: 507,795 shares; 2024Q4: 593,602 shares; 2025Q1: 540,978 shares; 2025Q2: 518,924 shares; 2025Q3: 530,702 shares; 2025Q4: 623,200 shares; 2026Q1: 627,416 shares 627,416 $36.2M 1.2% +4,216 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,679 shares; 2024Q4: 350,771 shares; 2025Q1: 327,443 shares; 2025Q2: 333,847 shares; 2025Q3: 311,300 shares; 2025Q4: 309,718 shares; 2026Q1: 328,376 shares 328,376 $36M 1.2% +18,658 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 404,953 shares; 2025Q2: 445,660 shares; 2025Q3: 409,864 shares; 2025Q4: 368,763 shares; 2026Q1: 398,470 shares 398,470 $35.9M 1.19% +29,707 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: 216,739 shares; 2024Q4: 238,381 shares; 2025Q1: 233,656 shares; 2025Q2: 265,925 shares; 2025Q3: 237,273 shares; 2025Q4: 232,512 shares; 2026Q1: 229,287 shares 229,287 $35.6M 1.18% -3,225 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: 202,262 shares; 2024Q4: 220,900 shares; 2025Q1: 178,333 shares; 2025Q2: 191,023 shares; 2025Q3: 166,081 shares; 2025Q4: 156,914 shares; 2026Q1: 163,437 shares 163,437 $35.5M 1.18% +6,523 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: 2,055 shares; 2024Q4: 2,036 shares; 2025Q1: 1,951 shares; 2025Q2: 1,908 shares; 2025Q3: 104,468 shares; 2025Q4: 117,583 shares; 2026Q1: 132,907 shares 132,907 $35.5M 1.18% +15,324 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: 124,748 shares; 2024Q4: 99,650 shares; 2025Q1: 101,694 shares; 2025Q2: 106,070 shares; 2025Q3: 84,243 shares; 2025Q4: 66,008 shares; 2026Q1: 65,802 shares 65,802 $35.4M 1.18% -206 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: 68,911 shares; 2024Q4: 67,793 shares; 2025Q1: 79,230 shares; 2025Q2: 118,999 shares; 2025Q3: 100,304 shares; 2025Q4: 104,183 shares; 2026Q1: 130,449 shares 130,449 $35.3M 1.17% +26,266 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares; 2025Q4: not reported; 2026Q1: 545,033 shares 545,033 $35.2M 1.17% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,243 shares; 2025Q1: 5,110 shares; 2025Q2: 5,209 shares; 2025Q3: 4,937 shares; 2025Q4: 507,459 shares; 2026Q1: 485,483 shares 485,483 $35.1M 1.17% -21,976 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: 227,260 shares; 2024Q4: 225,424 shares; 2025Q1: 214,328 shares; 2025Q2: 218,167 shares; 2025Q3: 218,233 shares; 2025Q4: 248,224 shares; 2026Q1: 242,481 shares 242,481 $35M 1.16% -5,743 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: 149,650 shares; 2024Q4: 160,594 shares; 2025Q1: 147,478 shares; 2025Q2: 156,890 shares; 2025Q3: 154,141 shares; 2025Q4: 144,051 shares; 2026Q1: 144,092 shares 144,092 $35M 1.16% +41 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: 4,713 shares; 2024Q4: 5,043 shares; 2025Q1: 5,343 shares; 2025Q2: 5,173 shares; 2025Q3: 124,821 shares; 2025Q4: 106,852 shares; 2026Q1: 144,138 shares 144,138 $34.9M 1.16% +37,286 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: 162,504 shares; 2024Q4: 143,597 shares; 2025Q1: 137,857 shares; 2025Q2: 126,386 shares; 2025Q3: 121,178 shares; 2025Q4: 119,326 shares; 2026Q1: 119,763 shares 119,763 $34.9M 1.16% +437 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,209 shares; 2024Q4: 415,223 shares; 2025Q1: 312,727 shares; 2025Q2: 318,581 shares; 2025Q3: 291,475 shares; 2025Q4: 279,414 shares; 2026Q1: 250,532 shares 250,532 $34.9M 1.16% -28,882 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: 214,087 shares; 2024Q4: 229,267 shares; 2025Q1: 201,456 shares; 2025Q2: 209,083 shares; 2025Q3: 178,680 shares; 2025Q4: 154,793 shares; 2026Q1: 141,649 shares 141,649 $34.6M 1.15% -13,144 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: 317,459 shares; 2024Q4: 319,640 shares; 2025Q1: 279,007 shares; 2025Q2: 252,663 shares; 2025Q3: 223,734 shares; 2025Q4: 197,122 shares; 2026Q1: 179,150 shares 179,150 $34.6M 1.15% -17,972 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173,262 shares; 2026Q1: 175,906 shares 175,906 $34.5M 1.15% +2,644 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: 109,180 shares; 2024Q4: 93,744 shares; 2025Q1: 96,801 shares; 2025Q2: 96,445 shares; 2025Q3: 84,455 shares; 2025Q4: 97,001 shares; 2026Q1: 104,372 shares 104,372 $34.3M 1.14% +7,371 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,234 shares; 2024Q4: 402,500 shares; 2025Q1: 454,314 shares; 2025Q2: 479,055 shares; 2025Q3: 417,187 shares; 2025Q4: 436,710 shares; 2026Q1: 534,415 shares 534,415 $34.3M 1.14% +97,705 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: 233,713 shares; 2024Q4: 235,447 shares; 2025Q1: 232,201 shares; 2025Q2: 234,745 shares; 2025Q3: 212,849 shares; 2025Q4: 191,765 shares; 2026Q1: 266,322 shares 266,322 $34.3M 1.14% +74,557 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: 132,497 shares; 2024Q4: 128,531 shares; 2025Q1: 116,723 shares; 2025Q2: 112,063 shares; 2025Q3: 107,858 shares; 2025Q4: 109,683 shares; 2026Q1: 110,242 shares 110,242 $34.3M 1.14% +559 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: 154,019 shares; 2024Q4: 136,383 shares; 2025Q1: 137,686 shares; 2025Q2: 139,470 shares; 2025Q3: 126,697 shares; 2025Q4: 131,417 shares; 2026Q1: 131,517 shares 131,517 $34.2M 1.14% +100 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: 5,019 shares; 2024Q4: 4,827 shares; 2025Q1: 4,842 shares; 2025Q2: 4,675 shares; 2025Q3: 149,432 shares; 2025Q4: 166,746 shares; 2026Q1: 151,252 shares 151,252 $34.2M 1.14% -15,494 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,966 shares; 2024Q4: 154,566 shares; 2025Q1: 139,955 shares; 2025Q2: 124,045 shares; 2025Q3: 126,508 shares; 2025Q4: 124,360 shares; 2026Q1: 115,274 shares 115,274 $34M 1.13% -9,086 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: 126,074 shares; 2024Q4: 132,922 shares; 2025Q1: 137,531 shares; 2025Q2: 123,256 shares; 2025Q3: 102,480 shares; 2025Q4: 98,343 shares; 2026Q1: 99,120 shares 99,120 $34M 1.13% +777 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: 4,834 shares; 2024Q4: 4,939 shares; 2025Q1: 4,111 shares; 2025Q2: 3,973 shares; 2025Q3: 3,732 shares; 2025Q4: 101,689 shares; 2026Q1: 96,214 shares 96,214 $33.9M 1.13% -5,475 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,602 shares; 2025Q1: 168,431 shares; 2025Q2: 172,871 shares; 2025Q3: 151,245 shares; 2025Q4: 156,769 shares; 2026Q1: 159,196 shares 159,196 $33.8M 1.12% +2,427 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: 139,234 shares; 2024Q4: 125,570 shares; 2025Q1: 114,488 shares; 2025Q2: 106,827 shares; 2025Q3: 112,529 shares; 2025Q4: 127,421 shares; 2026Q1: 164,051 shares 164,051 $33.3M 1.11% +36,630 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,176 shares; 2025Q3: 115,440 shares; 2025Q4: 110,241 shares; 2026Q1: 96,540 shares 96,540 $33.3M 1.11% -13,701 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: 331,533 shares; 2024Q4: 323,701 shares; 2025Q1: 259,591 shares; 2025Q2: 260,318 shares; 2025Q3: 253,290 shares; 2025Q4: 274,468 shares; 2026Q1: 322,830 shares 322,830 $33.1M 1.1% +48,362 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: 66,105 shares; 2024Q4: 72,351 shares; 2025Q1: 77,605 shares; 2025Q2: 70,913 shares; 2025Q3: 71,555 shares; 2025Q4: 70,100 shares; 2026Q1: 54,311 shares 54,311 $32.8M 1.09% -15,789 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,736 shares; 2024Q4: 391,017 shares; 2025Q1: 380,561 shares; 2025Q2: 376,023 shares; 2025Q3: 387,098 shares; 2025Q4: 426,753 shares; 2026Q1: 384,661 shares 384,661 $32.8M 1.09% -42,092 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,991 shares; 2024Q4: 359,306 shares; 2025Q1: 429,422 shares; 2025Q2: 477,883 shares; 2025Q3: 423,528 shares; 2025Q4: 408,356 shares; 2026Q1: 432,749 shares 432,749 $32.6M 1.08% +24,393 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: 406,256 shares; 2024Q4: 371,438 shares; 2025Q1: 315,638 shares; 2025Q2: 386,106 shares; 2025Q3: 390,422 shares; 2025Q4: 392,988 shares; 2026Q1: 359,429 shares 359,429 $32.2M 1.07% -33,559 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: 9,712 shares; 2024Q4: 9,447 shares; 2025Q1: 10,297 shares; 2025Q2: 8,774 shares; 2025Q3: 366,183 shares; 2025Q4: 411,983 shares; 2026Q1: 409,157 shares 409,157 $27M 0.9% -2,826 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: 228,209 shares; 2024Q4: 222,885 shares; 2025Q1: 181,582 shares; 2025Q2: 148,981 shares; 2025Q3: 156,433 shares; 2025Q4: 170,476 shares; 2026Q1: 162,657 shares 162,657 $26.9M 0.89% -7,819 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641,275 shares; 2024Q4: 641,275 shares; 2025Q1: 641,275 shares; 2025Q2: 713,275 shares; 2025Q3: 641,275 shares; 2025Q4: 641,275 shares; 2026Q1: 641,275 shares 641,275 $25.7M 0.86% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 560,198 shares; 2026Q1: 1,023,746 shares 1,023,746 $23.9M 0.79% +463,548 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: 215,543 shares; 2024Q4: 203,983 shares; 2025Q1: 203,967 shares; 2025Q2: 189,156 shares; 2025Q3: 171,732 shares; 2025Q4: 154,976 shares; 2026Q1: 134,952 shares 134,952 $23.5M 0.78% -20,024 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: 39,768 shares; 2024Q4: 40,185 shares; 2025Q1: 40,185 shares; 2025Q2: 40,185 shares; 2025Q3: 38,596 shares; 2025Q4: 38,596 shares; 2026Q1: 38,022 shares 38,022 $23.5M 0.78% -574 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: 330,740 shares; 2024Q4: 330,740 shares; 2025Q1: 330,740 shares; 2025Q2: 330,740 shares; 2025Q3: 330,740 shares; 2025Q4: 330,740 shares; 2026Q1: 330,740 shares 330,740 $22.3M 0.74% 0 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: 120,282 shares; 2024Q4: 115,560 shares; 2025Q1: 110,419 shares; 2025Q2: 112,083 shares; 2025Q3: 108,297 shares; 2025Q4: 95,599 shares; 2026Q1: 85,019 shares 85,019 $21.6M 0.72% -10,580 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: 42,527 shares; 2024Q4: 39,804 shares; 2025Q1: 39,435 shares; 2025Q2: 39,435 shares; 2025Q3: 31,887 shares; 2025Q4: 31,887 shares; 2026Q1: 31,492 shares 31,492 $18.8M 0.63% -395 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: 60,831 shares; 2024Q4: 58,228 shares; 2025Q1: 56,701 shares; 2025Q2: 54,017 shares; 2025Q3: 52,606 shares; 2025Q4: 48,983 shares; 2026Q1: 45,767 shares 45,767 $16.9M 0.56% -3,216 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: 49,266 shares; 2024Q4: 49,266 shares; 2025Q1: 49,266 shares; 2025Q2: 49,266 shares; 2025Q3: 49,266 shares; 2025Q4: 49,266 shares; 2026Q1: 49,266 shares 49,266 $15.8M 0.53% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,359 shares; 2025Q3: 30,015 shares; 2025Q4: 32,065 shares; 2026Q1: 35,650 shares 35,650 $14.5M 0.48% +3,585 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,000 shares; 2024Q4: 470,000 shares; 2025Q1: 490,000 shares; 2025Q2: 490,000 shares; 2025Q3: 490,000 shares; 2025Q4: 490,000 shares; 2026Q1: 490,000 shares 490,000 $13.2M 0.44% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,775 shares; 2025Q3: 50,885 shares; 2025Q4: 54,399 shares; 2026Q1: 60,477 shares 60,477 $12.3M 0.41% +6,078 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: 390,500 shares; 2024Q4: 390,500 shares; 2025Q1: 390,500 shares; 2025Q2: 390,500 shares; 2025Q3: 390,500 shares; 2025Q4: 390,500 shares; 2026Q1: 390,500 shares 390,500 $11.8M 0.39% 0 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: 70,991 shares; 2024Q4: 63,941 shares; 2025Q1: 57,922 shares; 2025Q2: 57,831 shares; 2025Q3: 49,306 shares; 2025Q4: 42,848 shares; 2026Q1: 38,465 shares 38,465 $11.1M 0.37% -4,383 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: 118,845 shares; 2024Q4: 118,845 shares; 2025Q1: 118,845 shares; 2025Q2: 118,845 shares; 2025Q3: 118,845 shares; 2025Q4: 118,845 shares; 2026Q1: 118,845 shares 118,845 $10.8M 0.36% 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: 266,319 shares; 2024Q4: 36,327 shares; 2025Q1: 30,616 shares; 2025Q2: 28,045 shares; 2025Q3: 28,116 shares; 2025Q4: 37,267 shares; 2026Q1: 34,631 shares 34,631 $10.7M 0.36% -2,636 Timeline PFFD 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: 580,200 shares; 2024Q4: 580,200 shares; 2025Q1: 580,200 shares; 2025Q2: 580,200 shares; 2025Q3: 580,200 shares; 2025Q4: 580,200 shares; 2026Q1: 580,200 shares 580,200 $10.7M 0.35% 0 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: 253,895 shares; 2024Q4: 303,561 shares; 2025Q1: 322,459 shares; 2025Q2: 317,340 shares; 2025Q3: 126,096 shares; 2025Q4: 123,788 shares; 2026Q1: 108,490 shares 108,490 $10.5M 0.35% -15,298 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: 65,275 shares; 2024Q4: 65,275 shares; 2025Q1: 65,275 shares; 2025Q2: 114,263 shares; 2025Q3: 151,091 shares; 2025Q4: 159,445 shares; 2026Q1: 162,787 shares 162,787 $10.4M 0.35% +3,342 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: 64,939 shares; 2024Q4: 64,939 shares; 2025Q1: 50,939 shares; 2025Q2: 50,939 shares; 2025Q3: 41,524 shares; 2025Q4: 41,524 shares; 2026Q1: 41,524 shares 41,524 $10.3M 0.34% 0 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: 24,087 shares; 2024Q4: 24,087 shares; 2025Q1: 24,087 shares; 2025Q2: 24,087 shares; 2025Q3: 24,087 shares; 2025Q4: 24,087 shares; 2026Q1: 24,087 shares 24,087 $10.3M 0.34% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,998 shares; 2024Q4: 137,998 shares; 2025Q1: 137,998 shares; 2025Q2: 137,998 shares; 2025Q3: 137,998 shares; 2025Q4: 137,998 shares; 2026Q1: 137,998 shares 137,998 $9.63M 0.32% 0 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: 59,981 shares; 2024Q4: 57,348 shares; 2025Q1: 58,057 shares; 2025Q2: 56,272 shares; 2025Q3: 55,732 shares; 2025Q4: 51,159 shares; 2026Q1: 44,072 shares 44,072 $9.18M 0.31% -7,087 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,501 shares; 2024Q4: 21,518 shares; 2025Q1: 19,215 shares; 2025Q2: 18,683 shares; 2025Q3: 17,575 shares; 2025Q4: 17,626 shares; 2026Q1: 15,904 shares 15,904 $9.1M 0.3% -1,722 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: 60,882 shares; 2024Q4: 60,882 shares; 2025Q1: 60,379 shares; 2025Q2: 47,016 shares; 2025Q3: 47,016 shares; 2025Q4: 48,042 shares; 2026Q1: 59,718 shares 59,718 $8.7M 0.29% +11,676 Timeline WELLS FARGO & CO 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: 6,065 shares; 2024Q4: 6,065 shares; 2025Q1: 6,065 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares; 2025Q4: 6,065 shares; 2026Q1: 7,490 shares 7,490 $8.67M 0.29% +1,425 BANK OF AMER CORP 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: 6,235 shares; 2024Q4: 6,235 shares; 2025Q1: 6,235 shares; 2025Q2: 6,235 shares; 2025Q3: 6,235 shares; 2025Q4: 6,235 shares; 2026Q1: 7,235 shares 7,235 $8.62M 0.29% +1,000 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: 70,615 shares; 2024Q4: 70,615 shares; 2025Q1: 63,734 shares; 2025Q2: 48,426 shares; 2025Q3: 48,426 shares; 2025Q4: 49,023 shares; 2026Q1: 65,605 shares 65,605 $8.41M 0.28% +16,582 Timeline HEDJ 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: 144,030 shares; 2024Q4: 144,030 shares; 2025Q1: 144,030 shares; 2025Q2: 144,030 shares; 2025Q3: 144,030 shares; 2025Q4: 144,030 shares; 2026Q1: 144,030 shares 144,030 $7.53M 0.25% 0 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: 10,204 shares; 2024Q4: 10,615 shares; 2025Q1: 9,396 shares; 2025Q2: 10,429 shares; 2025Q3: 10,269 shares; 2025Q4: 8,744 shares; 2026Q1: 8,163 shares 8,163 $7.51M 0.25% -581 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: 83,038 shares; 2024Q4: 72,882 shares; 2025Q1: 67,602 shares; 2025Q2: 66,737 shares; 2025Q3: 63,458 shares; 2025Q4: 62,519 shares; 2026Q1: 56,251 shares 56,251 $6.99M 0.23% -6,268 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: 54,193 shares; 2024Q4: 44,404 shares; 2025Q1: 44,404 shares; 2025Q2: 86,310 shares; 2025Q3: 74,770 shares; 2025Q4: 80,100 shares; 2026Q1: 61,779 shares 61,779 $6.99M 0.23% -18,321 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: 27,178 shares; 2024Q4: 26,507 shares; 2025Q1: 23,019 shares; 2025Q2: 23,019 shares; 2025Q3: 22,861 shares; 2025Q4: 22,136 shares; 2026Q1: 22,241 shares 22,241 $6.72M 0.22% +105 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,706 shares; 2024Q4: 50,706 shares; 2025Q1: 50,706 shares; 2025Q2: 97,267 shares; 2025Q3: 97,267 shares; 2025Q4: 97,267 shares; 2026Q1: 233,570 shares 233,570 $6.71M 0.22% +136,303 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: 29,765 shares; 2024Q4: 26,866 shares; 2025Q1: 27,230 shares; 2025Q2: 25,869 shares; 2025Q3: 25,765 shares; 2025Q4: 25,400 shares; 2026Q1: 22,032 shares 22,032 $6.32M 0.21% -3,368 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: 15,087 shares; 2024Q4: 14,756 shares; 2025Q1: 12,872 shares; 2025Q2: 12,805 shares; 2025Q3: 12,236 shares; 2025Q4: 12,406 shares; 2026Q1: 12,595 shares 12,595 $6.29M 0.21% +189 Timeline HYG 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: 58,395 shares; 2024Q4: 58,395 shares; 2025Q1: 58,395 shares; 2025Q2: 75,158 shares; 2025Q3: 75,158 shares; 2025Q4: 75,158 shares; 2026Q1: 75,158 shares 75,158 $5.98M 0.2% 0 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: 8,111 shares; 2024Q4: 7,822 shares; 2025Q1: 6,435 shares; 2025Q2: 6,520 shares; 2025Q3: 6,413 shares; 2025Q4: 6,828 shares; 2026Q1: 5,919 shares 5,919 $5.9M 0.2% -909 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: not reported; 2024Q4: 68,056 shares; 2025Q1: 60,613 shares; 2025Q2: 58,610 shares; 2025Q3: 46,275 shares; 2025Q4: 34,023 shares; 2026Q1: 26,865 shares 26,865 $5.74M 0.19% -7,158 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: 30,900 shares; 2024Q4: 32,790 shares; 2025Q1: 33,054 shares; 2025Q2: 33,067 shares; 2025Q3: 30,359 shares; 2025Q4: 21,403 shares; 2026Q1: 16,761 shares 16,761 $5.73M 0.19% -4,642 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,064 shares; 2024Q4: 8,018 shares; 2025Q1: 6,616 shares; 2025Q2: 6,318 shares; 2025Q3: 5,264 shares; 2025Q4: 4,387 shares; 2026Q1: 3,739 shares 3,739 $5.51M 0.18% -648 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,754 shares; 2025Q2: 100,754 shares; 2025Q3: 100,754 shares; 2025Q4: 100,754 shares; 2026Q1: 100,754 shares 100,754 $5.36M 0.18% 0 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: 45,775 shares; 2024Q4: 45,473 shares; 2025Q1: 41,265 shares; 2025Q2: 41,592 shares; 2025Q3: 37,238 shares; 2025Q4: 35,294 shares; 2026Q1: 33,384 shares 33,384 $5.33M 0.18% -1,910 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: 10,041 shares; 2024Q4: 11,582 shares; 2025Q1: 10,285 shares; 2025Q2: 13,132 shares; 2025Q3: 10,937 shares; 2025Q4: 9,970 shares; 2026Q1: 10,822 shares 10,822 $5.32M 0.18% +852 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,628 shares; 2024Q4: 66,355 shares; 2025Q1: 55,647 shares; 2025Q2: 51,826 shares; 2025Q3: 53,247 shares; 2025Q4: 56,862 shares; 2026Q1: 56,409 shares 56,409 $5.3M 0.18% -453 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: 4,460 shares; 2024Q4: 4,218 shares; 2025Q1: 5,759 shares; 2025Q2: 5,673 shares; 2025Q3: 16,315 shares; 2025Q4: 14,791 shares; 2026Q1: 17,492 shares 17,492 $5.29M 0.18% +2,701 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,076 shares; 2024Q4: 77,076 shares; 2025Q1: 77,076 shares; 2025Q2: 77,076 shares; 2025Q3: 77,076 shares; 2025Q4: 77,076 shares; 2026Q1: 77,076 shares 77,076 $5.08M 0.17% 0 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: 9,246 shares; 2024Q4: 8,932 shares; 2025Q1: 9,091 shares; 2025Q2: 8,687 shares; 2025Q3: 43,956 shares; 2025Q4: 40,198 shares; 2026Q1: 38,900 shares 38,900 $4.92M 0.16% -1,298 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: 9,359 shares; 2024Q4: 9,544 shares; 2025Q1: 8,820 shares; 2025Q2: 7,673 shares; 2025Q3: 7,996 shares; 2025Q4: 8,204 shares; 2026Q1: 11,224 shares 11,224 $4.85M 0.16% +3,020 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,175 shares; 2024Q4: 33,718 shares; 2025Q1: 27,559 shares; 2025Q2: 27,816 shares; 2025Q3: 27,414 shares; 2025Q4: 30,985 shares; 2026Q1: 30,743 shares 30,743 $4.84M 0.16% -242 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: 16,754 shares; 2024Q4: 17,057 shares; 2025Q1: 17,226 shares; 2025Q2: 16,669 shares; 2025Q3: 16,669 shares; 2025Q4: 14,870 shares; 2026Q1: 12,804 shares 12,804 $4.76M 0.16% -2,066 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: 5,905 shares; 2024Q4: 6,028 shares; 2025Q1: 6,508 shares; 2025Q2: 6,283 shares; 2025Q3: 19,021 shares; 2025Q4: 18,699 shares; 2026Q1: 16,708 shares 16,708 $4.74M 0.16% -1,991 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 237 shares; 2026Q1: 4,305 shares 4,305 $4.7M 0.16% +4,068 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,433 shares; 2025Q3: 19,371 shares; 2025Q4: 22,729 shares; 2026Q1: 21,170 shares 21,170 $4.64M 0.15% -1,559 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: 19,742 shares; 2024Q4: 20,554 shares; 2025Q1: 16,842 shares; 2025Q2: 17,874 shares; 2025Q3: 16,832 shares; 2025Q4: 18,788 shares; 2026Q1: 17,294 shares 17,294 $4.6M 0.15% -1,494 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: 21,730 shares; 2024Q4: 17,261 shares; 2025Q1: 18,246 shares; 2025Q2: 20,051 shares; 2025Q3: 19,893 shares; 2025Q4: 19,977 shares; 2026Q1: 24,208 shares 24,208 $4.52M 0.15% +4,231 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: 55,617 shares; 2024Q4: 46,711 shares; 2025Q1: 43,598 shares; 2025Q2: 44,041 shares; 2025Q3: 41,284 shares; 2025Q4: 44,286 shares; 2026Q1: 46,849 shares 46,849 $4.52M 0.15% +2,563 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: 1,296 shares; 2024Q4: 1,009 shares; 2025Q1: 930 shares; 2025Q2: 882 shares; 2025Q3: 845 shares; 2025Q4: 914 shares; 2026Q1: 1,045 shares 1,045 $4.4M 0.15% +131 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: 21,259 shares; 2024Q4: 24,277 shares; 2025Q1: 21,400 shares; 2025Q2: 23,581 shares; 2025Q3: 22,445 shares; 2025Q4: 20,459 shares; 2026Q1: 22,820 shares 22,820 $4.33M 0.14% +2,361 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: 20,292 shares; 2024Q4: 20,534 shares; 2025Q1: 16,247 shares; 2025Q2: 16,989 shares; 2025Q3: 18,158 shares; 2025Q4: 20,116 shares; 2026Q1: 21,556 shares 21,556 $4.27M 0.14% +1,440 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: 20,578 shares; 2024Q4: 20,947 shares; 2025Q1: 17,833 shares; 2025Q2: 19,024 shares; 2025Q3: 20,462 shares; 2025Q4: 23,938 shares; 2026Q1: 24,471 shares 24,471 $4.24M 0.14% +533 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: 46,835 shares; 2024Q4: 46,835 shares; 2025Q1: 40,944 shares; 2025Q2: 40,350 shares; 2025Q3: 40,350 shares; 2025Q4: 45,628 shares; 2026Q1: 47,789 shares 47,789 $4.24M 0.14% +2,161 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: 20,870 shares; 2024Q4: 20,453 shares; 2025Q1: 17,405 shares; 2025Q2: 17,708 shares; 2025Q3: 18,211 shares; 2025Q4: 20,407 shares; 2026Q1: 18,245 shares 18,245 $4.19M 0.14% -2,162 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: 12,410 shares; 2024Q4: 11,829 shares; 2025Q1: 11,783 shares; 2025Q2: 11,387 shares; 2025Q3: 11,387 shares; 2025Q4: 9,825 shares; 2026Q1: 8,351 shares 8,351 $4M 0.13% -1,474 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,033 shares; 2024Q4: 67,663 shares; 2025Q1: 53,199 shares; 2025Q2: 67,132 shares; 2025Q3: 55,751 shares; 2025Q4: 63,526 shares; 2026Q1: 74,989 shares 74,989 $3.96M 0.13% +11,463 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,980 shares; 2024Q4: 118,182 shares; 2025Q1: 120,481 shares; 2025Q2: 122,752 shares; 2025Q3: 124,984 shares; 2025Q4: 127,390 shares; 2026Q1: 129,699 shares 129,699 $3.36M 0.11% +2,309 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: 22,283 shares; 2024Q4: 22,283 shares; 2025Q1: 68,083 shares; 2025Q2: 70,131 shares; 2025Q3: 70,131 shares; 2025Q4: 66,780 shares; 2026Q1: 58,260 shares 58,260 $3.31M 0.11% -8,520 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,177 shares; 2024Q4: 43,177 shares; 2025Q1: 43,089 shares; 2025Q2: 43,011 shares; 2025Q3: 43,011 shares; 2025Q4: 42,074 shares; 2026Q1: 41,519 shares 41,519 $2.94M 0.1% -555 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,292 shares; 2024Q4: 34,049 shares; 2025Q1: 34,049 shares; 2025Q2: 33,994 shares; 2025Q3: 33,994 shares; 2025Q4: 34,073 shares; 2026Q1: 33,917 shares 33,917 $2.78M 0.09% -156 Timeline SPLB 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: 124,080 shares; 2024Q4: 124,080 shares; 2025Q1: 124,080 shares; 2025Q2: 124,080 shares; 2025Q3: 124,080 shares; 2025Q4: 124,080 shares; 2026Q1: 124,080 shares 124,080 $2.76M 0.09% 0 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: 10,535 shares; 2024Q4: 10,535 shares; 2025Q1: 10,535 shares; 2025Q2: 10,535 shares; 2025Q3: 10,535 shares; 2025Q4: 10,535 shares; 2026Q1: 8,857 shares 8,857 $2.54M 0.08% -1,678 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: 9,084 shares; 2024Q4: 9,084 shares; 2025Q1: 9,084 shares; 2025Q2: 9,084 shares; 2025Q3: 9,084 shares; 2025Q4: 9,084 shares; 2026Q1: 9,084 shares 9,084 $2.38M 0.08% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,236 shares; 2025Q2: 19,236 shares; 2025Q3: 19,236 shares; 2025Q4: 19,236 shares; 2026Q1: 19,236 shares 19,236 $2.28M 0.08% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,430 shares; 2024Q4: 33,365 shares; 2025Q1: 33,365 shares; 2025Q2: 33,041 shares; 2025Q3: 33,041 shares; 2025Q4: 33,217 shares; 2026Q1: 32,818 shares 32,818 $2.03M 0.07% -399 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: 3,020 shares; 2024Q4: 2,686 shares; 2025Q1: 2,731 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 22,706 shares; 2026Q1: 19,468 shares 19,468 $1.87M 0.06% -3,238 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: 77,086 shares; 2024Q4: 70,838 shares; 2025Q1: 70,466 shares; 2025Q2: 68,870 shares; 2025Q3: 68,870 shares; 2025Q4: 69,018 shares; 2026Q1: 65,223 shares 65,223 $1.83M 0.06% -3,795 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: 143,035 shares; 2024Q4: 143,035 shares; 2025Q1: 79,001 shares; 2025Q2: 79,001 shares; 2025Q3: 20,598 shares; 2025Q4: 18,612 shares; 2026Q1: 18,612 shares 18,612 $1.81M 0.06% 0 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: 7,866 shares; 2024Q4: 7,200 shares; 2025Q1: 7,311 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares; 2025Q4: 6,076 shares; 2026Q1: 5,155 shares 5,155 $1.74M 0.06% -921 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: not reported; 2024Q4: not reported; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares; 2026Q1: 36,000 shares 36,000 $1.69M 0.06% 0 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: 30,394 shares; 2024Q4: 27,896 shares; 2025Q1: 26,903 shares; 2025Q2: 26,054 shares; 2025Q3: 26,054 shares; 2025Q4: 23,387 shares; 2026Q1: 20,718 shares 20,718 $1.65M 0.05% -2,669 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 10,163 shares; 2025Q1: 10,174 shares; 2025Q2: 9,854 shares; 2025Q3: 9,854 shares; 2025Q4: 8,657 shares; 2026Q1: 7,498 shares 7,498 $1.53M 0.05% -1,159 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: not reported; 2024Q4: 8,895 shares; 2025Q1: 10,873 shares; 2025Q2: 11,556 shares; 2025Q3: 11,687 shares; 2025Q4: 11,784 shares; 2026Q1: 10,197 shares 10,197 $1.49M 0.05% -1,587 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: 50,343 shares; 2024Q4: 41,470 shares; 2025Q1: 44,731 shares; 2025Q2: 38,029 shares; 2025Q3: 38,029 shares; 2025Q4: 35,670 shares; 2026Q1: 30,587 shares 30,587 $1.49M 0.05% -5,083 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: 12,914 shares; 2024Q4: 12,516 shares; 2025Q1: 12,637 shares; 2025Q2: 12,594 shares; 2025Q3: 12,594 shares; 2025Q4: 12,623 shares; 2026Q1: 12,372 shares 12,372 $1.43M 0.05% -251 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: 14,350 shares; 2024Q4: 14,881 shares; 2025Q1: 14,793 shares; 2025Q2: 14,352 shares; 2025Q3: 14,352 shares; 2025Q4: 13,570 shares; 2026Q1: 12,051 shares 12,051 $1.37M 0.05% -1,519 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: 49,746 shares; 2024Q4: 41,664 shares; 2025Q1: 57,688 shares; 2025Q2: 44,132 shares; 2025Q3: 44,132 shares; 2025Q4: 47,772 shares; 2026Q1: 42,012 shares 42,012 $1.22M 0.04% -5,760 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: 2,305 shares; 2024Q4: 2,217 shares; 2025Q1: 2,206 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 1,652 shares; 2026Q1: 1,408 shares 1,408 $1.19M 0.04% -244 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: 7,115 shares; 2024Q4: 6,272 shares; 2025Q1: 6,272 shares; 2025Q2: 6,272 shares; 2025Q3: 6,227 shares; 2025Q4: 6,227 shares; 2026Q1: 5,390 shares 5,390 $1.14M 0.04% -837 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: 11,422 shares; 2024Q4: 11,119 shares; 2025Q1: 10,768 shares; 2025Q2: 10,452 shares; 2025Q3: 10,452 shares; 2025Q4: 8,823 shares; 2026Q1: 7,578 shares 7,578 $1.11M 0.04% -1,245 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: 1,319 shares; 2024Q4: 1,580 shares; 2025Q1: 1,750 shares; 2025Q2: 1,691 shares; 2025Q3: 1,727 shares; 2025Q4: 1,446 shares; 2026Q1: 1,254 shares 1,254 $1.09M 0.04% -192 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,296 shares; 2024Q4: 16,895 shares; 2025Q1: 16,821 shares; 2025Q2: 16,683 shares; 2025Q3: 16,683 shares; 2025Q4: 15,275 shares; 2026Q1: 15,009 shares 15,009 $1.09M 0.04% -266 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 12,955 shares; 2025Q1: 12,739 shares; 2025Q2: 12,877 shares; 2025Q3: 12,262 shares; 2025Q4: 12,329 shares; 2026Q1: 12,579 shares 12,579 $1.09M 0.04% +250 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,025 shares; 2025Q1: 2,980 shares; 2025Q2: 2,829 shares; 2025Q3: 2,829 shares; 2025Q4: 2,452 shares; 2026Q1: 2,151 shares 2,151 $1.07M 0.04% -301 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,796 shares; 2024Q4: 11,558 shares; 2025Q1: 11,764 shares; 2025Q2: 11,650 shares; 2025Q3: 11,650 shares; 2025Q4: 11,008 shares; 2026Q1: 10,598 shares 10,598 $958K 0.03% -410 Timeline IVOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,726 shares; 2025Q3: 6,348 shares; 2025Q4: 6,787 shares; 2026Q1: 7,552 shares 7,552 $944K 0.03% +765 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: 14,418 shares; 2024Q4: 13,929 shares; 2025Q1: 14,089 shares; 2025Q2: 13,611 shares; 2025Q3: 13,611 shares; 2025Q4: 11,114 shares; 2026Q1: 9,577 shares 9,577 $890K 0.03% -1,537 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,259 shares; 2024Q4: 22,650 shares; 2025Q1: 23,218 shares; 2025Q2: 21,983 shares; 2025Q3: 21,666 shares; 2025Q4: 23,367 shares; 2026Q1: 19,676 shares 19,676 $868K 0.03% -3,691 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,666 shares; 2024Q4: 27,994 shares; 2025Q1: 14,938 shares; 2025Q2: 14,650 shares; 2025Q3: 13,164 shares; 2025Q4: 12,516 shares; 2026Q1: 11,809 shares 11,809 $859K 0.03% -707 Timeline VCLT 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: 11,380 shares; 2024Q4: 11,380 shares; 2025Q1: 11,380 shares; 2025Q2: 11,380 shares; 2025Q3: 11,380 shares; 2025Q4: 11,380 shares; 2026Q1: 11,380 shares 11,380 $850K 0.03% 0 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: 188,906 shares; 2024Q4: 194,044 shares; 2025Q1: 185,568 shares; 2025Q2: 183,474 shares; 2025Q3: 182,578 shares; 2025Q4: 188,614 shares; 2026Q1: 4,158 shares 4,158 $807K 0.03% -184,456 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 3,005 shares; 2025Q1: 2,778 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 3,006 shares; 2026Q1: 2,898 shares 2,898 $785K 0.03% -108 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: 3,380 shares; 2024Q4: 3,629 shares; 2025Q1: 2,698 shares; 2025Q2: 2,632 shares; 2025Q3: 2,302 shares; 2025Q4: 1,929 shares; 2026Q1: 1,655 shares 1,655 $763K 0.03% -274 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,303 shares; 2025Q1: 1,234 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,251 shares; 2026Q1: 3,808 shares 3,808 $750K 0.02% +2,557 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: 3,864 shares; 2024Q4: 3,907 shares; 2025Q1: 4,608 shares; 2025Q2: 4,569 shares; 2025Q3: 4,655 shares; 2025Q4: 4,035 shares; 2026Q1: 3,488 shares 3,488 $694K 0.02% -547 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,864 shares; 2025Q1: 10,307 shares; 2025Q2: 9,840 shares; 2025Q3: 10,189 shares; 2025Q4: 11,179 shares; 2026Q1: 11,725 shares 11,725 $694K 0.02% +546 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: 2,886 shares; 2024Q4: 5,057 shares; 2025Q1: 2,239 shares; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,124 shares; 2026Q1: 1,829 shares 1,829 $654K 0.02% -295 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: 2,453 shares; 2024Q4: 2,148 shares; 2025Q1: 1,660 shares; 2025Q2: 1,613 shares; 2025Q3: 1,580 shares; 2025Q4: 1,343 shares; 2026Q1: 1,155 shares 1,155 $651K 0.02% -188 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,517 shares; 2024Q4: 15,643 shares; 2025Q1: 19,922 shares; 2025Q2: 19,773 shares; 2025Q3: 18,688 shares; 2025Q4: 19,113 shares; 2026Q1: 18,423 shares 18,423 $618K 0.02% -690 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: 4,847 shares; 2024Q4: 4,319 shares; 2025Q1: 4,273 shares; 2025Q2: 4,142 shares; 2025Q3: 4,142 shares; 2025Q4: 3,071 shares; 2026Q1: 2,612 shares 2,612 $617K 0.02% -459 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,667 shares; 2024Q4: 31,667 shares; 2025Q1: 31,667 shares; 2025Q2: 31,667 shares; 2025Q3: 31,667 shares; 2025Q4: 31,667 shares; 2026Q1: 31,667 shares 31,667 $611K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,086 shares; 2025Q4: 8,032 shares; 2026Q1: 6,566 shares 6,566 $611K 0.02% -1,466 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,682 shares; 2025Q1: 1,992 shares; 2025Q2: 1,935 shares; 2025Q3: 1,593 shares; 2025Q4: 1,637 shares; 2026Q1: 1,426 shares 1,426 $607K 0.02% -211 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,277 shares; 2025Q1: 3,428 shares; 2025Q2: 3,331 shares; 2025Q3: 3,331 shares; 2025Q4: 3,467 shares; 2026Q1: 3,007 shares 3,007 $595K 0.02% -460 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,789 shares; 2025Q1: 6,825 shares; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares; 2025Q4: 5,601 shares; 2026Q1: 4,799 shares 4,799 $589K 0.02% -802 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,587 shares; 2024Q4: 14,587 shares; 2025Q1: 18,383 shares; 2025Q2: 15,800 shares; 2025Q3: 15,509 shares; 2025Q4: 18,004 shares; 2026Q1: 12,016 shares 12,016 $586K 0.02% -5,988 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: 4,391 shares; 2024Q4: 4,045 shares; 2025Q1: 4,027 shares; 2025Q2: 3,889 shares; 2025Q3: 3,889 shares; 2025Q4: 3,342 shares; 2026Q1: 2,853 shares 2,853 $566K 0.02% -489 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 10,516 shares; 2025Q1: 11,536 shares; 2025Q2: 11,141 shares; 2025Q3: 11,141 shares; 2025Q4: 11,064 shares; 2026Q1: 7,802 shares 7,802 $561K 0.02% -3,262 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: 5,697 shares; 2024Q4: 5,199 shares; 2025Q1: 5,285 shares; 2025Q2: 5,068 shares; 2025Q3: 5,068 shares; 2025Q4: 4,933 shares; 2026Q1: 4,192 shares 4,192 $554K 0.02% -741 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,743 shares; 2026Q1: 9,621 shares 9,621 $548K 0.02% +878 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: 3,932 shares; 2024Q4: 4,122 shares; 2025Q1: 3,125 shares; 2025Q2: 3,011 shares; 2025Q3: 2,780 shares; 2025Q4: 1,954 shares; 2026Q1: 1,648 shares 1,648 $537K 0.02% -306 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 5,460 shares; 2025Q1: 5,493 shares; 2025Q2: 5,266 shares; 2025Q3: 5,266 shares; 2025Q4: 5,748 shares; 2026Q1: 4,953 shares 4,953 $536K 0.02% -795 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 2,429 shares; 2025Q1: 2,385 shares; 2025Q2: 3,809 shares; 2025Q3: 3,900 shares; 2025Q4: 3,381 shares; 2026Q1: 2,894 shares 2,894 $528K 0.02% -487 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: 990 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 682 shares; 2026Q1: 587 shares 587 $526K 0.02% -95 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: 2,397 shares; 2024Q4: 2,520 shares; 2025Q1: 2,551 shares; 2025Q2: 2,482 shares; 2025Q3: 2,259 shares; 2025Q4: 1,865 shares; 2026Q1: 1,598 shares 1,598 $525K 0.02% -267 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: 1,503 shares; 2024Q4: 1,414 shares; 2025Q1: 1,586 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,400 shares; 2026Q1: 1,167 shares 1,167 $521K 0.02% -233 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,373 shares; 2024Q4: 7,094 shares; 2025Q1: 7,233 shares; 2025Q2: 6,974 shares; 2025Q3: 6,974 shares; 2025Q4: 6,062 shares; 2026Q1: 5,284 shares 5,284 $510K 0.02% -778 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: 1,132 shares; 2024Q4: 832 shares; 2025Q1: 799 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 680 shares; 2026Q1: 569 shares 569 $492K 0.02% -111 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991,772 shares; 2024Q4: 905,875 shares; 2025Q1: 1,006,310 shares; 2025Q2: 1,013,786 shares; 2025Q3: 999,221 shares; 2025Q4: 54,337 shares; 2026Q1: 16,942 shares 16,942 $486K 0.02% -37,395 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: 3,987 shares; 2024Q4: 4,005 shares; 2025Q1: 3,308 shares; 2025Q2: 3,202 shares; 2025Q3: 2,953 shares; 2025Q4: 2,306 shares; 2026Q1: 1,997 shares 1,997 $485K 0.02% -309 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 2,832 shares; 2025Q1: 3,175 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 3,453 shares; 2026Q1: 3,003 shares 3,003 $481K 0.02% -450 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: 1,071 shares; 2024Q4: 1,239 shares; 2025Q1: 1,252 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 5,496 shares; 2026Q1: 4,431 shares 4,431 $463K 0.02% -1,065 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,319 shares; 2025Q1: 2,546 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,555 shares; 2026Q1: 2,175 shares 2,175 $457K 0.02% -380 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,332 shares; 2024Q4: 5,969 shares; 2025Q1: 5,969 shares; 2025Q2: 6,200 shares; 2025Q3: 5,924 shares; 2025Q4: 5,752 shares; 2026Q1: 5,848 shares 5,848 $454K 0.02% +96 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: 557 shares; 2024Q4: 550 shares; 2025Q1: 553 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 525 shares; 2026Q1: 460 shares 460 $451K 0.01% -65 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: 3,893 shares; 2024Q4: 3,838 shares; 2025Q1: 3,745 shares; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares; 2025Q4: 2,779 shares; 2026Q1: 2,452 shares 2,452 $447K 0.01% -327 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 973 shares; 2025Q1: 1,136 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 1,317 shares; 2026Q1: 1,120 shares 1,120 $437K 0.01% -197 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 1,839 shares; 2026Q1: 1,616 shares 1,616 $437K 0.01% -223 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: 4,984 shares; 2024Q4: 4,027 shares; 2025Q1: 4,027 shares; 2025Q2: 3,809 shares; 2025Q3: 3,809 shares; 2025Q4: 3,839 shares; 2026Q1: 3,298 shares 3,298 $432K 0.01% -541 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: 1,798 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,200 shares; 2026Q1: 1,031 shares 1,031 $430K 0.01% -169 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,981 shares; 2025Q2: 1,962 shares; 2025Q3: 2,068 shares; 2025Q4: 2,165 shares; 2026Q1: 1,855 shares 1,855 $428K 0.01% -310 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: 10,648 shares; 2024Q4: 9,375 shares; 2025Q1: 9,384 shares; 2025Q2: 9,130 shares; 2025Q3: 9,130 shares; 2025Q4: 7,906 shares; 2026Q1: 6,778 shares 6,778 $425K 0.01% -1,128 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,070 shares; 2025Q1: 1,033 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 709 shares; 2026Q1: 621 shares 621 $424K 0.01% -88 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,597 shares; 2024Q4: 9,932 shares; 2025Q1: 9,932 shares; 2025Q2: 9,932 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares; 2026Q1: 5,670 shares 5,670 $422K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: 5,041 shares; 2025Q1: 5,041 shares; 2025Q2: 5,041 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares; 2026Q1: 3,559 shares 3,559 $422K 0.01% -212 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 10,640 shares; 2025Q1: 10,640 shares; 2025Q2: 10,640 shares; 2025Q3: 10,640 shares; 2025Q4: 10,640 shares; 2026Q1: 10,640 shares 10,640 $403K 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: 1,581 shares; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 1,677 shares; 2026Q1: 1,437 shares 1,437 $401K 0.01% -240 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,405 shares; 2025Q1: 4,376 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares; 2025Q4: 3,570 shares; 2026Q1: 3,048 shares 3,048 $399K 0.01% -522 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: 6,094 shares; 2024Q4: 4,009 shares; 2025Q1: 4,009 shares; 2025Q2: 4,009 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,707 shares 2,707 $392K 0.01% -175 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,446 shares; 2025Q1: 6,368 shares; 2025Q2: 6,363 shares; 2025Q3: 6,363 shares; 2025Q4: 6,659 shares; 2026Q1: 6,106 shares 6,106 $389K 0.01% -553 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 8,995 shares; 2025Q1: 8,995 shares; 2025Q2: 8,694 shares; 2025Q3: 8,694 shares; 2025Q4: 7,547 shares; 2026Q1: 6,565 shares 6,565 $386K 0.01% -982 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,125 shares; 2026Q1: 973 shares 973 $381K 0.01% -152 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: 1,025 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 820 shares; 2026Q1: 682 shares 682 $374K 0.01% -138 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: 3,259 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares; 2025Q4: 2,551 shares; 2026Q1: 2,162 shares 2,162 $373K 0.01% -389 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: 1,753 shares; 2024Q4: 1,675 shares; 2025Q1: 1,278 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,204 shares; 2026Q1: 1,034 shares 1,034 $368K 0.01% -170 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 922 shares 922 $367K 0.01% -108 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: 470 shares; 2024Q4: 458 shares; 2025Q1: 441 shares; 2025Q2: 6,435 shares; 2025Q3: 6,435 shares; 2025Q4: 4,630 shares; 2026Q1: 3,970 shares 3,970 $366K 0.01% -660 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: 6,685 shares; 2024Q4: 5,226 shares; 2025Q1: 5,226 shares; 2025Q2: 5,226 shares; 2025Q3: 3,255 shares; 2025Q4: 3,255 shares; 2026Q1: 3,255 shares 3,255 $363K 0.01% 0 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: 16,760 shares; 2024Q4: 16,162 shares; 2025Q1: 15,601 shares; 2025Q2: 14,042 shares; 2025Q3: 14,629 shares; 2025Q4: 10,045 shares; 2026Q1: 8,811 shares 8,811 $362K 0.01% -1,234 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,269 shares; 2025Q1: 1,231 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 932 shares; 2026Q1: 753 shares 753 $356K 0.01% -179 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: 624 shares; 2024Q4: 551 shares; 2025Q1: 548 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 531 shares; 2026Q1: 461 shares 461 $356K 0.01% -70 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: 3,954 shares; 2024Q4: 3,544 shares; 2025Q1: 5,412 shares; 2025Q2: 3,339 shares; 2025Q3: 3,339 shares; 2025Q4: 2,769 shares; 2026Q1: 2,420 shares 2,420 $351K 0.01% -349 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: 1,499 shares; 2024Q4: 1,421 shares; 2025Q1: 1,764 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,498 shares; 2026Q1: 1,244 shares 1,244 $346K 0.01% -254 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,116 shares; 2025Q1: 2,662 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 1,708 shares; 2026Q1: 1,413 shares 1,413 $345K 0.01% -295 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: 4,482 shares; 2024Q4: 4,278 shares; 2025Q1: 4,278 shares; 2025Q2: 4,127 shares; 2025Q3: 4,127 shares; 2025Q4: 3,084 shares; 2026Q1: 2,620 shares 2,620 $343K 0.01% -464 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: 8,367 shares; 2024Q4: 8,254 shares; 2025Q1: 8,254 shares; 2025Q2: 7,929 shares; 2025Q3: 7,929 shares; 2025Q4: 6,791 shares; 2026Q1: 4,771 shares 4,771 $343K 0.01% -2,020 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: 1,887 shares; 2024Q4: 1,354 shares; 2025Q1: 1,326 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,231 shares; 2026Q1: 1,046 shares 1,046 $342K 0.01% -185 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 776 shares; 2025Q3: 881 shares; 2025Q4: 992 shares; 2026Q1: 852 shares 852 $338K 0.01% -140 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,413 shares; 2025Q1: 1,539 shares; 2025Q2: 1,507 shares; 2025Q3: 1,280 shares; 2025Q4: 1,177 shares; 2026Q1: 1,051 shares 1,051 $337K 0.01% -126 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: 3,386 shares; 2024Q4: 3,248 shares; 2025Q1: 3,544 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 3,679 shares; 2026Q1: 2,900 shares 2,900 $333K 0.01% -779 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares; 2025Q4: 1,788 shares; 2026Q1: 1,535 shares 1,535 $333K 0.01% -253 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,864 shares; 2025Q1: 3,864 shares; 2025Q2: 3,759 shares; 2025Q3: 3,759 shares; 2025Q4: 2,976 shares; 2026Q1: 2,489 shares 2,489 $326K 0.01% -487 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,569 shares; 2024Q4: 3,851 shares; 2025Q1: 3,839 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: 3,737 shares; 2026Q1: 3,311 shares 3,311 $326K 0.01% -426 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 6,535 shares; 2025Q1: 6,327 shares; 2025Q2: 5,902 shares; 2025Q3: 5,902 shares; 2025Q4: 5,212 shares; 2026Q1: 4,348 shares 4,348 $324K 0.01% -864 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,000 shares; 2024Q4: 43,050 shares; 2025Q1: 43,050 shares; 2025Q2: 43,050 shares; 2025Q3: 43,050 shares; 2025Q4: 43,050 shares; 2026Q1: 43,050 shares 43,050 $324K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,390 shares; 2025Q1: 1,467 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,342 shares; 2026Q1: 1,172 shares 1,172 $323K 0.01% -170 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,019 shares; 2025Q1: 1,387 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,247 shares; 2026Q1: 1,052 shares 1,052 $320K 0.01% -195 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: 1,636 shares; 2024Q4: 1,616 shares; 2025Q1: 1,648 shares; 2025Q2: 1,596 shares; 2025Q3: 1,596 shares; 2025Q4: 1,181 shares; 2026Q1: 987 shares 987 $319K 0.01% -194 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 6,418 shares; 2025Q1: 7,034 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 7,130 shares; 2026Q1: 6,169 shares 6,169 $317K 0.01% -961 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,401 shares; 2025Q1: 1,355 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,184 shares; 2026Q1: 1,031 shares 1,031 $302K 0.01% -153 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: 1,557 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,217 shares; 2026Q1: 1,030 shares 1,030 $299K 0.01% -187 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 642 shares; 2025Q1: 856 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 884 shares; 2026Q1: 678 shares 678 $294K 0.01% -206 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 2,991 shares; 2026Q1: 2,530 shares 2,530 $292K 0.01% -461 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 3,924 shares; 2025Q1: 3,924 shares; 2025Q2: 3,798 shares; 2025Q3: 3,798 shares; 2025Q4: 3,610 shares; 2026Q1: 2,985 shares 2,985 $290K 0.01% -625 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,825 shares; 2025Q1: 1,794 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,206 shares; 2026Q1: 1,009 shares 1,009 $290K 0.01% -197 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 5,215 shares; 2026Q1: 4,617 shares 4,617 $282K 0.01% -598 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,189 shares; 2025Q1: 2,171 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares; 2025Q4: 1,733 shares; 2026Q1: 1,494 shares 1,494 $279K 0.01% -239 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,250 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,150 shares; 2025Q4: 11,150 shares; 2026Q1: 11,150 shares 11,150 $276K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,329 shares; 2024Q4: 12,900 shares; 2025Q1: 14,919 shares; 2025Q2: not reported; 2025Q3: 11,040 shares; 2025Q4: 11,530 shares; 2026Q1: 9,937 shares 9,937 $273K 0.01% -1,593 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 220 shares; 2025Q1: 86 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 94 shares; 2026Q1: 80 shares 80 $270K 0.01% -14 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: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 2,346 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 1,873 shares; 2026Q1: 1,593 shares 1,593 $269K 0.01% -280 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 330 shares; 2025Q3: 342 shares; 2025Q4: 307 shares; 2026Q1: 232 shares 232 $269K 0.01% -75 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,387 shares; 2025Q1: 3,361 shares; 2025Q2: 3,511 shares; 2025Q3: 3,511 shares; 2025Q4: 3,302 shares; 2026Q1: 2,885 shares 2,885 $267K 0.01% -417 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,035 shares; 2025Q1: 1,963 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,416 shares; 2026Q1: 1,263 shares 1,263 $264K 0.01% -153 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 3,669 shares; 2025Q1: 3,407 shares; 2025Q2: 3,374 shares; 2025Q3: 3,374 shares; 2025Q4: 3,668 shares; 2026Q1: 3,140 shares 3,140 $263K 0.01% -528 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,640 shares; 2026Q1: 1,442 shares 1,442 $260K 0.01% -198 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 1,176 shares; 2025Q3: 1,110 shares; 2025Q4: 977 shares; 2026Q1: 826 shares 826 $259K 0.01% -151 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 3,916 shares; 2025Q1: 3,916 shares; 2025Q2: 3,756 shares; 2025Q3: 3,756 shares; 2025Q4: 3,534 shares; 2026Q1: 3,062 shares 3,062 $250K 0.01% -472 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 1,842 shares; 2025Q1: 1,800 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,416 shares; 2026Q1: 1,203 shares 1,203 $249K 0.01% -213 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,672 shares; 2024Q4: 6,362 shares; 2025Q1: 9,892 shares; 2025Q2: 5,312 shares; 2025Q3: 5,312 shares; 2025Q4: 6,278 shares; 2026Q1: 5,323 shares 5,323 $245K 0.01% -955 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 4,033 shares; 2025Q1: 4,033 shares; 2025Q2: 7,772 shares; 2025Q3: 7,772 shares; 2025Q4: 6,407 shares; 2026Q1: 5,236 shares 5,236 $243K 0.01% -1,171 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: 247,675 shares; 2024Q4: 10,367 shares; 2025Q1: 4,483 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: not reported; 2026Q1: 1,996 shares 1,996 $242K 0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: 1,684 shares; 2026Q1: 1,611 shares 1,611 $242K 0.01% -73 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: 3,065 shares; 2024Q4: 3,029 shares; 2025Q1: 3,029 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,310 shares; 2026Q1: 2,046 shares 2,046 $242K 0.01% -264 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: 778 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,058 shares; 2025Q3: 714 shares; 2025Q4: 847 shares; 2026Q1: 550 shares 550 $240K 0.01% -297 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,634 shares; 2025Q1: 5,853 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 4,201 shares; 2026Q1: 3,308 shares 3,308 $240K 0.01% -893 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,127 shares; 2026Q1: 991 shares 991 $237K 0.01% -136 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,537 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,370 shares; 2026Q1: 1,113 shares 1,113 $235K 0.01% -257 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares 370 $235K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 243 shares; 2026Q1: 214 shares 214 $234K 0.01% -29 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: 1,497 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,262 shares; 2026Q1: 1,079 shares 1,079 $231K 0.01% -183 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,888 shares; 2025Q1: 2,888 shares; 2025Q2: 2,761 shares; 2025Q3: 2,761 shares; 2025Q4: 2,433 shares; 2026Q1: 2,027 shares 2,027 $228K 0.01% -406 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,264 shares; 2026Q1: 4,584 shares 4,584 $225K 0.01% -680 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 4,228 shares; 2025Q1: 4,400 shares; 2025Q2: 4,324 shares; 2025Q3: 3,903 shares; 2025Q4: 3,220 shares; 2026Q1: 2,802 shares 2,802 $223K 0.01% -418 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares; 2026Q1: 785 shares 785 $222K 0.01% -214 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: 4,743 shares; 2024Q4: 4,440 shares; 2025Q1: 3,292 shares; 2025Q2: 3,142 shares; 2025Q3: 3,142 shares; 2025Q4: 3,190 shares; 2026Q1: 2,765 shares 2,765 $221K 0.01% -425 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,214 shares; 2025Q1: 1,089 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 872 shares 872 $219K 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,267 shares; 2025Q1: 657 shares; 2025Q2: 640 shares; 2025Q3: 430 shares; 2025Q4: 361 shares; 2026Q1: 297 shares 297 $216K 0.01% -64 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 4,988 shares; 2025Q1: 4,815 shares; 2025Q2: not reported; 2025Q3: 4,536 shares; 2025Q4: not reported; 2026Q1: 3,291 shares 3,291 $214K 0.01% new Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,079 shares; 2024Q4: 22,455 shares; 2025Q1: 22,455 shares; 2025Q2: 22,455 shares; 2025Q3: 22,455 shares; 2025Q4: 22,455 shares; 2026Q1: 22,455 shares 22,455 $212K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 2,192 shares; 2026Q1: 1,895 shares 1,895 $211K 0.01% -297 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: 516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 413 shares; 2026Q1: 372 shares 372 $209K 0.01% -41 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,145 shares; 2024Q4: 19,066 shares; 2025Q1: 18,021 shares; 2025Q2: 17,892 shares; 2025Q3: 17,892 shares; 2025Q4: 20,353 shares; 2026Q1: 17,993 shares 17,993 $208K 0.01% -2,360 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 1,603 shares; 2026Q1: 1,330 shares 1,330 $207K 0.01% -273 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: 5,196 shares; 2024Q4: 4,901 shares; 2025Q1: 4,901 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares; 2025Q4: 4,377 shares; 2026Q1: 3,668 shares 3,668 $207K 0.01% -709 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,829 shares; 2025Q3: 1,829 shares; 2025Q4: 1,505 shares; 2026Q1: 1,311 shares 1,311 $206K 0.01% -194 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 1,671 shares; 2025Q1: 1,749 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,280 shares; 2026Q1: 1,003 shares 1,003 $204K 0.01% -277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 687 shares 687 $204K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,267 shares; 2025Q1: 7,173 shares; 2025Q2: 6,857 shares; 2025Q3: 6,857 shares; 2025Q4: 5,310 shares; 2026Q1: 4,483 shares 4,483 $203K 0.01% -827 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: 83,722 shares; 2024Q4: 66,021 shares; 2025Q1: 1,214 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 525 shares; 2026Q1: 455 shares 455 $202K 0.01% -70 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,019 shares 10,019 $176K 0.01% new Timeline