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: 50,098 shares; 2024Q4: 49,338 shares; 2025Q1: 47,174 shares; 2025Q2: 44,994 shares; 2025Q3: 43,382 shares; 2025Q4: 41,792 shares; 2026Q1: 38,753 shares 38,753 $9.84M 5.21% -3,039 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,487 shares; 2024Q4: 91,990 shares; 2025Q1: 115,118 shares; 2025Q2: 114,987 shares; 2025Q3: 112,892 shares; 2025Q4: 103,431 shares; 2026Q1: 95,842 shares 95,842 $9.57M 5.07% -7,589 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: 126,545 shares; 2024Q4: 126,245 shares; 2025Q1: 122,138 shares; 2025Q2: 110,682 shares; 2025Q3: 110,282 shares; 2025Q4: 110,082 shares; 2026Q1: 110,082 shares 110,082 $9.38M 4.97% 0 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: 104,832 shares; 2024Q4: 114,092 shares; 2025Q1: 117,777 shares; 2025Q2: 123,152 shares; 2025Q3: 125,163 shares; 2025Q4: 115,864 shares; 2026Q1: 117,046 shares 117,046 $7.5M 3.98% +1,182 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 121,065 shares; 2026Q1: 157,857 shares 157,857 $6.62M 3.51% +36,792 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,753 shares; 2024Q4: 184,033 shares; 2025Q1: 182,200 shares; 2025Q2: 184,435 shares; 2025Q3: 182,096 shares; 2025Q4: 176,676 shares; 2026Q1: 164,205 shares 164,205 $6.52M 3.45% -12,471 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,833 shares; 2024Q4: 51,150 shares; 2025Q1: 53,006 shares; 2025Q2: 59,036 shares; 2025Q3: 59,752 shares; 2025Q4: 55,496 shares; 2026Q1: 54,112 shares 54,112 $5.98M 3.17% -1,384 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,927 shares; 2024Q4: 41,504 shares; 2025Q1: 41,647 shares; 2025Q2: 42,404 shares; 2025Q3: 40,329 shares; 2025Q4: 39,015 shares; 2026Q1: 38,093 shares 38,093 $5.64M 2.99% -922 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: 6,936 shares; 2024Q4: 6,215 shares; 2025Q1: 6,547 shares; 2025Q2: 6,701 shares; 2025Q3: 6,651 shares; 2025Q4: 6,070 shares; 2026Q1: 6,345 shares 6,345 $4.14M 2.2% +275 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,801 shares; 2024Q4: 50,634 shares; 2025Q1: 49,673 shares; 2025Q2: 50,498 shares; 2025Q3: 50,029 shares; 2025Q4: 49,050 shares; 2026Q1: 48,792 shares 48,792 $3.93M 2.08% -258 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: 47,418 shares; 2024Q4: 49,373 shares; 2025Q1: 53,401 shares; 2025Q2: 58,221 shares; 2025Q3: 59,500 shares; 2025Q4: 56,001 shares; 2026Q1: 56,019 shares 56,019 $3.91M 2.07% +18 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,091 shares; 2024Q4: 18,803 shares; 2025Q1: 18,836 shares; 2025Q2: 18,730 shares; 2025Q3: 18,087 shares; 2025Q4: 18,089 shares; 2026Q1: 17,928 shares 17,928 $3.86M 2.04% -161 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: 26,957 shares; 2024Q4: 28,352 shares; 2025Q1: 29,782 shares; 2025Q2: 31,131 shares; 2025Q3: 32,648 shares; 2025Q4: 28,605 shares; 2026Q1: 28,041 shares 28,041 $3.49M 1.85% -564 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: 29,062 shares; 2024Q4: 26,206 shares; 2025Q1: 25,708 shares; 2025Q2: 28,975 shares; 2025Q3: 28,136 shares; 2025Q4: 22,194 shares; 2026Q1: 27,425 shares 27,425 $3.41M 1.81% +5,231 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: 22,912 shares; 2024Q4: 23,723 shares; 2025Q1: 22,699 shares; 2025Q2: 20,889 shares; 2025Q3: 20,889 shares; 2025Q4: 19,537 shares; 2026Q1: 18,739 shares 18,739 $3.18M 1.69% -798 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,847 shares; 2024Q4: 35,692 shares; 2025Q1: 36,372 shares; 2025Q2: 36,687 shares; 2025Q3: 36,957 shares; 2025Q4: 34,938 shares; 2026Q1: 33,227 shares 33,227 $3.13M 1.66% -1,711 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,501 shares; 2024Q4: 42,679 shares; 2025Q1: 43,317 shares; 2025Q2: 44,033 shares; 2025Q3: 46,424 shares; 2025Q4: 47,487 shares; 2026Q1: 50,971 shares 50,971 $2.89M 1.53% +3,484 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,691 shares; 2025Q1: 17,167 shares; 2025Q2: 19,657 shares; 2025Q3: 19,857 shares; 2025Q4: 17,916 shares; 2026Q1: 19,554 shares 19,554 $2.85M 1.51% +1,638 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: 16,184 shares; 2024Q4: 16,066 shares; 2025Q1: 15,900 shares; 2025Q2: 15,599 shares; 2025Q3: 15,312 shares; 2025Q4: 13,042 shares; 2026Q1: 11,521 shares 11,521 $2.82M 1.49% -1,521 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 8,340 shares; 2025Q4: 24,487 shares; 2026Q1: 36,671 shares 36,671 $2.77M 1.47% +12,184 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: 9,150 shares; 2024Q4: 9,100 shares; 2025Q1: 8,493 shares; 2025Q2: 8,587 shares; 2025Q3: 8,123 shares; 2025Q4: 7,765 shares; 2026Q1: 7,056 shares 7,056 $2.61M 1.38% -709 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 37,119 shares; 2026Q1: 48,505 shares 48,505 $2.56M 1.36% +11,386 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: 35,985 shares; 2024Q4: 38,595 shares; 2025Q1: 42,060 shares; 2025Q2: 47,445 shares; 2025Q3: 48,740 shares; 2025Q4: 39,777 shares; 2026Q1: 37,339 shares 37,339 $2.52M 1.34% -2,438 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,309 shares; 2024Q4: 11,899 shares; 2025Q1: 12,599 shares; 2025Q2: 12,856 shares; 2025Q3: 12,751 shares; 2025Q4: 11,356 shares; 2026Q1: 12,357 shares 12,357 $2.37M 1.26% +1,001 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: 13,240 shares; 2024Q4: 13,060 shares; 2025Q1: 13,073 shares; 2025Q2: 13,513 shares; 2025Q3: 13,301 shares; 2025Q4: 12,501 shares; 2026Q1: 11,249 shares 11,249 $2.33M 1.23% -1,252 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,614 shares; 2024Q4: 25,174 shares; 2025Q1: 25,074 shares; 2025Q2: 24,834 shares; 2025Q3: 24,079 shares; 2025Q4: 22,839 shares; 2026Q1: 22,629 shares 22,629 $2.31M 1.23% -210 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,443 shares; 2025Q1: 3,367 shares; 2025Q2: 3,367 shares; 2025Q3: 3,357 shares; 2025Q4: 3,337 shares; 2026Q1: 3,312 shares 3,312 $2.15M 1.14% -25 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,199 shares; 2024Q4: 17,534 shares; 2025Q1: 19,184 shares; 2025Q2: 19,574 shares; 2025Q3: 19,841 shares; 2025Q4: 17,319 shares; 2026Q1: 17,866 shares 17,866 $2.06M 1.09% +547 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,235 shares; 2024Q4: 43,780 shares; 2025Q1: 45,585 shares; 2025Q2: 49,145 shares; 2025Q3: 50,125 shares; 2025Q4: 51,713 shares; 2026Q1: 53,874 shares 53,874 $2.01M 1.07% +2,161 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: 8,668 shares; 2024Q4: 8,663 shares; 2025Q1: 8,658 shares; 2025Q2: 8,578 shares; 2025Q3: 8,523 shares; 2025Q4: 8,523 shares; 2026Q1: 8,395 shares 8,395 $1.98M 1.05% -128 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,900 shares; 2024Q4: 28,685 shares; 2025Q1: 30,512 shares; 2025Q2: 33,612 shares; 2025Q3: 34,563 shares; 2025Q4: 32,880 shares; 2026Q1: 32,922 shares 32,922 $1.97M 1.05% +42 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: 10,133 shares; 2024Q4: 9,857 shares; 2025Q1: 8,614 shares; 2025Q2: 8,246 shares; 2025Q3: 7,477 shares; 2025Q4: 7,262 shares; 2026Q1: 6,702 shares 6,702 $1.97M 1.05% -560 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: 7,554 shares; 2024Q4: 7,554 shares; 2025Q1: 7,196 shares; 2025Q2: 7,103 shares; 2025Q3: 7,103 shares; 2025Q4: 6,359 shares; 2026Q1: 6,259 shares 6,259 $1.95M 1.03% -100 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,042 shares; 2024Q4: 19,469 shares; 2025Q1: 19,734 shares; 2025Q2: 19,894 shares; 2025Q3: 19,739 shares; 2025Q4: 19,358 shares; 2026Q1: 21,025 shares 21,025 $1.86M 0.99% +1,667 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: 14,563 shares; 2024Q4: 13,588 shares; 2025Q1: 13,344 shares; 2025Q2: 12,923 shares; 2025Q3: 12,923 shares; 2025Q4: 11,417 shares; 2026Q1: 11,417 shares 11,417 $1.65M 0.87% 0 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: 2,293 shares; 2024Q4: 2,293 shares; 2025Q1: 2,293 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,039 shares; 2026Q1: 6,082 shares 6,082 $1.65M 0.87% +4,043 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,734 shares; 2024Q4: 11,465 shares; 2025Q1: 11,465 shares; 2025Q2: 10,376 shares; 2025Q3: 10,376 shares; 2025Q4: 10,075 shares; 2026Q1: 9,296 shares 9,296 $1.23M 0.65% -779 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 8,144 shares; 2025Q1: 9,389 shares; 2025Q2: 11,141 shares; 2025Q3: 12,327 shares; 2025Q4: 10,669 shares; 2026Q1: 8,834 shares 8,834 $1.19M 0.63% -1,835 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: 2,138 shares; 2024Q4: 2,180 shares; 2025Q1: 2,343 shares; 2025Q2: 2,390 shares; 2025Q3: 2,378 shares; 2025Q4: 2,425 shares; 2026Q1: 2,413 shares 2,413 $1.16M 0.61% -12 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: 5,253 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 4,885 shares; 2025Q3: 4,785 shares; 2025Q4: 4,182 shares; 2026Q1: 3,957 shares 3,957 $1.14M 0.6% -225 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: 11,595 shares; 2024Q4: 11,214 shares; 2025Q1: 9,913 shares; 2025Q2: 9,913 shares; 2025Q3: 10,098 shares; 2025Q4: 9,599 shares; 2026Q1: 8,902 shares 8,902 $1.07M 0.57% -697 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: 6,174 shares; 2024Q4: 6,174 shares; 2025Q1: 6,002 shares; 2025Q2: 5,944 shares; 2025Q3: 5,944 shares; 2025Q4: 5,411 shares; 2026Q1: 5,290 shares 5,290 $1.02M 0.54% -121 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: 3,887 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,815 shares; 2026Q1: 2,815 shares 2,815 $1.01M 0.53% 0 Timeline ONEY 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: 5,183 shares; 2024Q4: 10,636 shares; 2025Q1: 10,794 shares; 2025Q2: 11,058 shares; 2025Q3: 9,999 shares; 2025Q4: 8,955 shares; 2026Q1: 8,238 shares 8,238 $989K 0.52% -717 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: 7,381 shares; 2024Q4: 7,319 shares; 2025Q1: 6,749 shares; 2025Q2: 6,749 shares; 2025Q3: 6,719 shares; 2025Q4: 6,487 shares; 2026Q1: 6,361 shares 6,361 $988K 0.52% -126 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,205 shares; 2024Q4: 18,810 shares; 2025Q1: 20,080 shares; 2025Q2: 21,895 shares; 2025Q3: 22,440 shares; 2025Q4: 22,788 shares; 2026Q1: 22,560 shares 22,560 $934K 0.5% -228 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: 2,236 shares; 2024Q4: 2,243 shares; 2025Q1: 2,523 shares; 2025Q2: 2,778 shares; 2025Q3: 2,788 shares; 2025Q4: 2,903 shares; 2026Q1: 2,633 shares 2,633 $926K 0.49% -270 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: 9,878 shares; 2024Q4: 8,711 shares; 2025Q1: 7,687 shares; 2025Q2: 7,687 shares; 2025Q3: 7,587 shares; 2025Q4: 6,665 shares; 2026Q1: 6,565 shares 6,565 $893K 0.47% -100 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: 2,430 shares; 2024Q4: 2,680 shares; 2025Q1: 3,075 shares; 2025Q2: 3,175 shares; 2025Q3: 3,165 shares; 2025Q4: 3,058 shares; 2026Q1: 2,908 shares 2,908 $836K 0.44% -150 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: 4,037 shares; 2024Q4: 4,037 shares; 2025Q1: 3,927 shares; 2025Q2: 4,423 shares; 2025Q3: 4,423 shares; 2025Q4: 4,365 shares; 2026Q1: 3,751 shares 3,751 $816K 0.43% -614 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: 7,560 shares; 2024Q4: 6,823 shares; 2025Q1: 6,615 shares; 2025Q2: 10,327 shares; 2025Q3: 11,754 shares; 2025Q4: 8,989 shares; 2026Q1: 9,691 shares 9,691 $794K 0.42% +702 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: 16,300 shares; 2024Q4: 15,150 shares; 2025Q1: 15,000 shares; 2025Q2: 14,260 shares; 2025Q3: 13,780 shares; 2025Q4: 12,563 shares; 2026Q1: 11,735 shares 11,735 $774K 0.41% -828 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: 2,808 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,493 shares 2,493 $754K 0.4% -15 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: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 3,780 shares; 2025Q2: 3,780 shares; 2025Q3: 3,780 shares; 2025Q4: 3,580 shares; 2026Q1: 3,620 shares 3,620 $754K 0.4% +40 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.38% 0 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: 2,440 shares; 2024Q4: 2,590 shares; 2025Q1: 2,410 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,210 shares; 2026Q1: 2,181 shares 2,181 $717K 0.38% -29 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: 7,409 shares; 2024Q4: 7,409 shares; 2025Q1: 7,409 shares; 2025Q2: 7,653 shares; 2025Q3: 7,461 shares; 2025Q4: 7,241 shares; 2026Q1: 7,241 shares 7,241 $698K 0.37% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 1,940 shares; 2025Q1: not reported; 2025Q2: 12,800 shares; 2025Q3: 20,900 shares; 2025Q4: 22,670 shares; 2026Q1: 22,780 shares 22,780 $677K 0.36% +110 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: 10,721 shares; 2024Q4: 10,095 shares; 2025Q1: 9,142 shares; 2025Q2: 9,322 shares; 2025Q3: 8,896 shares; 2025Q4: 7,940 shares; 2026Q1: 7,920 shares 7,920 $615K 0.33% -20 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,830 shares; 2025Q1: 3,190 shares; 2025Q2: 4,870 shares; 2025Q3: 4,860 shares; 2025Q4: 5,000 shares; 2026Q1: 5,030 shares 5,030 $597K 0.32% +30 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: 13,782 shares; 2024Q4: 14,009 shares; 2025Q1: 13,808 shares; 2025Q2: 13,240 shares; 2025Q3: 12,541 shares; 2025Q4: 7,857 shares; 2026Q1: 7,782 shares 7,782 $592K 0.31% -75 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: 2,070 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 2,060 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,950 shares 1,950 $589K 0.31% -40 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: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,014 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares; 2026Q1: 3,014 shares 3,014 $571K 0.3% 0 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: 4,124 shares; 2024Q4: 3,724 shares; 2025Q1: 3,724 shares; 2025Q2: 3,724 shares; 2025Q3: 3,434 shares; 2025Q4: 2,534 shares; 2026Q1: 2,334 shares 2,334 $570K 0.3% -200 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: 5,257 shares; 2024Q4: 5,217 shares; 2025Q1: 4,770 shares; 2025Q2: 4,665 shares; 2025Q3: 4,565 shares; 2025Q4: 3,668 shares; 2026Q1: 3,293 shares 3,293 $544K 0.29% -375 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,184 shares; 2025Q1: 3,184 shares; 2025Q2: 3,184 shares; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares; 2026Q1: 3,164 shares 3,164 $535K 0.28% -20 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,310 shares; 2025Q1: 3,010 shares; 2025Q2: 3,430 shares; 2025Q3: 3,460 shares; 2025Q4: 3,450 shares; 2026Q1: 3,490 shares 3,490 $533K 0.28% +40 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: 645 shares; 2024Q4: 645 shares; 2025Q1: 641 shares; 2025Q2: 508 shares; 2025Q3: 467 shares; 2025Q4: 592 shares; 2026Q1: 529 shares 529 $527K 0.28% -63 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: 2,814 shares; 2024Q4: 2,804 shares; 2025Q1: 2,804 shares; 2025Q2: 2,624 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares; 2026Q1: 2,624 shares 2,624 $520K 0.28% 0 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: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares 1,810 $519K 0.28% 0 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,733 shares; 2026Q1: 1,613 shares 1,613 $517K 0.27% -120 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: 1,000 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 600 shares; 2026Q1: 515 shares 515 $474K 0.25% -85 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: 3,148 shares; 2024Q4: 3,148 shares; 2025Q1: 3,148 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,498 shares; 2026Q1: 2,508 shares 2,508 $457K 0.24% +10 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: 2,256 shares; 2024Q4: 2,241 shares; 2025Q1: 2,241 shares; 2025Q2: 2,241 shares; 2025Q3: 2,215 shares; 2025Q4: 2,015 shares; 2026Q1: 1,965 shares 1,965 $444K 0.24% -50 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: 1,490 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,140 shares; 2025Q3: 1,090 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares 1,040 $442K 0.23% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 3,845 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares 3,845 $419K 0.22% 0 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: 2,196 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: 1,686 shares; 2026Q1: 1,666 shares 1,666 $404K 0.21% -20 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: 2,112 shares; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,828 shares; 2026Q1: 1,474 shares 1,474 $393K 0.21% -354 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: 1,297 shares; 2024Q4: 1,397 shares; 2025Q1: 1,297 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687 $387K 0.21% 0 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: 5,126 shares; 2024Q4: 4,566 shares; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 3,111 shares; 2025Q4: 2,970 shares; 2026Q1: 2,607 shares 2,607 $384K 0.2% -363 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: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: not reported; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 1,877 shares 1,877 $382K 0.2% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 4,070 shares; 2025Q1: not reported; 2025Q2: 7,840 shares; 2025Q3: 8,640 shares; 2025Q4: 9,840 shares; 2026Q1: 9,690 shares 9,690 $378K 0.2% -150 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: 5,960 shares; 2025Q3: 8,030 shares; 2025Q4: 13,672 shares; 2026Q1: 14,722 shares 14,722 $374K 0.2% +1,050 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: 4,100 shares; 2024Q4: 4,564 shares; 2025Q1: 4,364 shares; 2025Q2: 4,364 shares; 2025Q3: 4,364 shares; 2025Q4: 3,700 shares; 2026Q1: 4,082 shares 4,082 $369K 0.2% +382 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: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares 1,292 $367K 0.19% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $346K 0.18% 0 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: 1,831 shares; 2024Q4: 1,826 shares; 2025Q1: 1,791 shares; 2025Q2: 1,748 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares 1,688 $343K 0.18% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,820 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,695 shares 2,695 $343K 0.18% -55 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: 13,122 shares; 2024Q4: 13,122 shares; 2025Q1: 13,554 shares; 2025Q2: 14,185 shares; 2025Q3: 13,785 shares; 2025Q4: 11,692 shares; 2026Q1: 11,692 shares 11,692 $339K 0.18% 0 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: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,580 shares; 2025Q2: 2,255 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares; 2026Q1: 2,100 shares 2,100 $330K 0.18% -75 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: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,131 shares; 2025Q3: 1,111 shares; 2025Q4: 573 shares; 2026Q1: 464 shares 464 $329K 0.17% -109 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: 7,133 shares; 2024Q4: 6,723 shares; 2025Q1: 5,760 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,190 shares; 2026Q1: 6,190 shares 6,190 $327K 0.17% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $327K 0.17% 0 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: 841 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 749 shares; 2026Q1: 740 shares 740 $320K 0.17% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,042 shares; 2025Q3: 1,938 shares; 2025Q4: 1,938 shares; 2026Q1: 1,731 shares 1,731 $316K 0.17% -207 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: 3,775 shares; 2024Q4: 3,507 shares; 2025Q1: 3,507 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,507 shares 3,507 $314K 0.17% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV 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: 2,470 shares; 2025Q3: 2,490 shares; 2025Q4: 4,485 shares; 2026Q1: 4,485 shares 4,485 $311K 0.16% 0 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: 6,830 shares; 2024Q4: 6,657 shares; 2025Q1: 6,657 shares; 2025Q2: 7,267 shares; 2025Q3: 7,267 shares; 2025Q4: 5,057 shares; 2026Q1: 5,057 shares 5,057 $307K 0.16% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,529 shares; 2025Q1: 2,529 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,529 shares 2,529 $307K 0.16% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,151 shares; 2024Q4: 5,910 shares; 2025Q1: 5,910 shares; 2025Q2: 6,821 shares; 2025Q3: 6,821 shares; 2025Q4: 5,995 shares; 2026Q1: 5,995 shares 5,995 $301K 0.16% 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: 4,925 shares; 2024Q4: 4,925 shares; 2025Q1: 4,925 shares; 2025Q2: 4,585 shares; 2025Q3: 4,472 shares; 2025Q4: 4,033 shares; 2026Q1: 3,723 shares 3,723 $296K 0.16% -310 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: 2,726 shares; 2024Q4: 2,926 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,726 shares; 2025Q4: 2,226 shares; 2026Q1: 2,166 shares 2,166 $284K 0.15% -60 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 556 shares; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 318 shares; 2026Q1: 318 shares 318 $278K 0.15% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $277K 0.15% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,411 shares; 2025Q1: 2,279 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares 1,779 $269K 0.14% 0 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: 3,559 shares; 2024Q4: 3,514 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares 3,370 $268K 0.14% 0 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: 1,990 shares; 2024Q4: 1,960 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,725 shares; 2026Q1: 1,505 shares 1,505 $262K 0.14% -220 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: 2,142 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,538 shares; 2026Q1: 2,538 shares 2,538 $261K 0.14% 0 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 1,420 shares; 2025Q3: 2,250 shares; 2025Q4: 2,220 shares; 2026Q1: 2,195 shares 2,195 $256K 0.14% -25 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,034 shares; 2025Q1: 5,034 shares; 2025Q2: 5,034 shares; 2025Q3: 5,034 shares; 2025Q4: 4,414 shares; 2026Q1: 4,414 shares 4,414 $254K 0.13% 0 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: 2,657 shares; 2024Q4: 2,492 shares; 2025Q1: 2,428 shares; 2025Q2: 3,228 shares; 2025Q3: 3,083 shares; 2025Q4: 2,363 shares; 2026Q1: 2,569 shares 2,569 $253K 0.13% +206 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: 7,798 shares; 2024Q4: 7,798 shares; 2025Q1: 7,798 shares; 2025Q2: 7,798 shares; 2025Q3: 3,188 shares; 2025Q4: 3,188 shares; 2026Q1: 5,012 shares 5,012 $244K 0.13% +1,824 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: 680 shares; 2024Q4: 680 shares; 2025Q1: 806 shares; 2025Q2: 780 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares 680 $223K 0.12% 0 Timeline XAR 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: 865 shares; 2024Q4: 865 shares; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $220K 0.12% 0 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: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 2,035 shares; 2025Q2: 1,963 shares; 2025Q3: 1,963 shares; 2025Q4: 942 shares; 2026Q1: 896 shares 896 $217K 0.12% -46 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: 135 shares; 2024Q4: 1,010 shares; 2025Q1: not reported; 2025Q2: 5,060 shares; 2025Q3: 6,485 shares; 2025Q4: 5,610 shares; 2026Q1: 4,065 shares 4,065 $198K 0.11% -1,545 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: 956 shares; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: 1,292 shares; 2025Q3: 956 shares; 2025Q4: 2,249 shares; 2026Q1: 1,742 shares 1,742 $197K 0.1% -507 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: 675 shares; 2024Q4: 599 shares; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $195K 0.1% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,062 shares; 2025Q1: not reported; 2025Q2: 4,062 shares; 2025Q3: 3,966 shares; 2025Q4: 3,466 shares; 2026Q1: 3,466 shares 3,466 $188K 0.1% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares 1,083 $187K 0.1% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 4,165 shares; 2025Q1: not reported; 2025Q2: 3,411 shares; 2025Q3: 3,411 shares; 2025Q4: 3,411 shares; 2026Q1: 3,411 shares 3,411 $180K 0.1% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 2,284 shares; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,034 shares 2,034 $176K 0.09% -150 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: not reported; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,430 shares; 2026Q1: 2,255 shares 2,255 $174K 0.09% -175 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,785 shares; 2025Q1: 4,785 shares; 2025Q2: 4,785 shares; 2025Q3: 4,723 shares; 2025Q4: 4,723 shares; 2026Q1: 4,723 shares 4,723 $174K 0.09% 0 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: 3,297 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $173K 0.09% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $171K 0.09% 0 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $167K 0.09% 0 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: 750 shares; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $164K 0.09% 0 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: 4,320 shares; 2024Q4: 4,320 shares; 2025Q1: not reported; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares 4,320 $163K 0.09% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares 1,127 $157K 0.08% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $153K 0.08% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 877 shares; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: 812 shares; 2025Q4: 854 shares; 2026Q1: 709 shares 709 $151K 0.08% -145 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: 40 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 221 shares 221 $151K 0.08% +3 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: 530 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 640 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $150K 0.08% 0 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: 2,136 shares; 2024Q4: 2,136 shares; 2025Q1: not reported; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,136 shares; 2026Q1: 2,054 shares 2,054 $149K 0.08% -82 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $145K 0.08% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,060 shares 3,060 $143K 0.08% +60 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: 1,500 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 708 shares; 2026Q1: 708 shares 708 $137K 0.07% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares 626 $133K 0.07% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,734 shares; 2024Q4: 7,734 shares; 2025Q1: not reported; 2025Q2: 5,816 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,380 shares 3,380 $131K 0.07% -300 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $130K 0.07% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 4,957 shares; 2025Q1: not reported; 2025Q2: 4,957 shares; 2025Q3: 4,957 shares; 2025Q4: 3,457 shares; 2026Q1: 3,457 shares 3,457 $130K 0.07% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 488 shares; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $129K 0.07% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 70 shares; 2025Q4: 505 shares; 2026Q1: 1,125 shares 1,125 $127K 0.07% +620 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: 580 shares; 2024Q4: 580 shares; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 780 shares 780 $121K 0.06% +200 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: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $119K 0.06% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 5,689 shares; 2025Q1: not reported; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares; 2026Q1: 5,255 shares 5,255 $117K 0.06% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,180 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,795 shares 1,795 $115K 0.06% -100 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 802 shares; 2025Q1: not reported; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 802 shares 802 $114K 0.06% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $111K 0.06% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares 1,110 $110K 0.06% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $110K 0.06% 0 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: 317 shares; 2024Q4: 317 shares; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $108K 0.06% 0 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: 9,434 shares; 2024Q4: 8,534 shares; 2025Q1: not reported; 2025Q2: 5,997 shares; 2025Q3: 5,997 shares; 2025Q4: 4,497 shares; 2026Q1: 3,811 shares 3,811 $107K 0.06% -686 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 630 shares; 2026Q1: 880 shares 880 $107K 0.06% +250 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: 250 shares; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 253 shares; 2026Q1: 250 shares 250 $107K 0.06% -3 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,410 shares 1,410 $105K 0.06% +180 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,430 shares 1,430 $102K 0.05% +30 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: 117 shares; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $101K 0.05% 0 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: 2,282 shares; 2024Q4: 1,460 shares; 2025Q1: not reported; 2025Q2: 1,452 shares; 2025Q3: 1,260 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares 1,160 $101K 0.05% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $99.5K 0.05% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $95.6K 0.05% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $95.2K 0.05% 0 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,892 shares; 2026Q1: 1,800 shares 1,800 $93.6K 0.05% -92 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 779 shares; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares; 2026Q1: 779 shares 779 $93.1K 0.05% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 903 shares; 2025Q1: not reported; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares 903 $92.8K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 617 shares; 2025Q4: 607 shares; 2026Q1: 712 shares 712 $91.7K 0.05% +105 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $90.6K 0.05% 0 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: 3,531 shares; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 4,279 shares; 2025Q3: 4,049 shares; 2025Q4: 3,098 shares; 2026Q1: 3,098 shares 3,098 $88.9K 0.05% 0 Timeline LEA LEAR CORP More: the full row for LEAR 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: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730 $88.4K 0.05% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $87.1K 0.05% 0 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: 402 shares; 2024Q4: 402 shares; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $87.1K 0.05% 0 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: 803 shares; 2024Q4: 520 shares; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 406 shares 406 $85.8K 0.05% -114 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: 243 shares; 2024Q4: 243 shares; 2025Q1: not reported; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 149 shares; 2026Q1: 138 shares 138 $83.4K 0.04% -11 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 13,016 shares; 2025Q1: 12,111 shares; 2025Q2: 12,111 shares; 2025Q3: 11,885 shares; 2025Q4: 11,659 shares; 2026Q1: 11,659 shares 11,659 $83.1K 0.04% 0 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: 7,305 shares; 2024Q4: 7,005 shares; 2025Q1: not reported; 2025Q2: 7,005 shares; 2025Q3: 7,005 shares; 2025Q4: 7,105 shares; 2026Q1: 7,105 shares 7,105 $82K 0.04% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 205 shares; 2025Q1: not reported; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 145 shares; 2026Q1: 134 shares 134 $81.1K 0.04% -11 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: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares 862 $81K 0.04% 0 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: 137 shares; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $78.4K 0.04% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $76.5K 0.04% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 536 shares; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: not reported; 2025Q4: 1,691 shares; 2026Q1: 1,539 shares 1,539 $75.7K 0.04% -152 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 7,239 shares; 2025Q1: 7,239 shares; 2025Q2: 6,659 shares; 2025Q3: 6,369 shares; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares 3,090 $75.5K 0.04% 0 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: 355 shares; 2024Q4: 355 shares; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares 355 $75K 0.04% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 36 shares; 2025Q3: 36 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $73.5K 0.04% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,255 shares; 2025Q1: not reported; 2025Q2: 3,255 shares; 2025Q3: 3,255 shares; 2025Q4: 3,255 shares; 2026Q1: 3,255 shares 3,255 $73.1K 0.04% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,599 shares 6,599 $72.5K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $69.7K 0.04% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 438 shares; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 338 shares; 2026Q1: 338 shares 338 $69.7K 0.04% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 483 shares 483 $69.3K 0.04% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $69K 0.04% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 865 shares; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 465 shares 465 $67.8K 0.04% -400 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: 1,018 shares; 2024Q4: 1,122 shares; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918 $66.4K 0.04% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $66.4K 0.04% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080 $66.1K 0.04% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: not reported; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $63.5K 0.03% 0 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: 440 shares; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 275 shares 275 $63.2K 0.03% -45 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 907 shares; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: 907 shares 907 $62.8K 0.03% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 445 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $61.2K 0.03% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: 160 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $61.2K 0.03% 0 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: 1,024 shares; 2024Q4: 874 shares; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $60.3K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares; 2026Q1: 774 shares 774 $58.1K 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 275 shares 275 $54.2K 0.03% -30 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 590 shares; 2026Q1: 295 shares 295 $54.1K 0.03% -295 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $53.4K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,285 shares; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 860 shares 860 $50.3K 0.03% -250 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 689 shares; 2025Q1: not reported; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $49.9K 0.03% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares 1,173 $49.6K 0.03% 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: 199 shares; 2024Q4: 199 shares; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 1,939 shares; 2026Q1: 489 shares 489 $47.5K 0.03% -1,450 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: 48 shares; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $46.2K 0.02% 0 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: 70 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $43.2K 0.02% 0 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: 1,366 shares; 2024Q4: 1,072 shares; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 872 shares 872 $42.7K 0.02% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $42.5K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $42.5K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926 $42.4K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: not reported; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,401 shares; 2026Q1: 305 shares 305 $39.1K 0.02% -1,096 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: 168 shares; 2024Q4: 168 shares; 2025Q1: not reported; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 146 shares; 2026Q1: 110 shares 110 $37.2K 0.02% -36 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: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $37.1K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 623 shares; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473 $36.5K 0.02% 0 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: 381 shares; 2024Q4: 381 shares; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $36K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 363 shares; 2026Q1: 339 shares 339 $36K 0.02% -24 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: 70 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $35K 0.02% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $34.9K 0.02% 0 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: 1,672 shares; 2024Q4: 222 shares; 2025Q1: not reported; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $34.9K 0.02% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 505 shares 505 $34.4K 0.02% +185 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 721 shares; 2026Q1: 721 shares 721 $33.9K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 682 shares; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $33K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 180 shares; 2026Q1: 140 shares 140 $32.5K 0.02% -40 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,699 shares; 2024Q4: 7,699 shares; 2025Q1: not reported; 2025Q2: 4,197 shares; 2025Q3: 4,197 shares; 2025Q4: 4,197 shares; 2026Q1: 4,197 shares 4,197 $31.6K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 463 shares; 2026Q1: 271 shares 271 $31.3K 0.02% -192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $29.3K 0.02% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 373 shares; 2025Q1: not reported; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373 $29.3K 0.02% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 162 shares 162 $28.9K 0.02% +12 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $27.7K 0.01% 0 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,000 shares; 2026Q1: 800 shares 800 $26.8K 0.01% -200 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,752 shares; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 472 shares; 2026Q1: 472 shares 472 $26.1K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $24.4K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 65 shares 65 $24.2K 0.01% -20 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $24K 0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $22.5K 0.01% 0 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: 2,247 shares; 2024Q4: 1,697 shares; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $22.1K 0.01% 0 Timeline DEM 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: 430 shares; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $21.4K 0.01% 0 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: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $20.6K 0.01% 0 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: 55 shares; 2024Q4: 55 shares; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $19.6K 0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $18.2K 0.01% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares 658 $17.5K 0.01% 0 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: 457 shares; 2024Q4: 305 shares; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261 $17K 0.01% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $16.6K 0.01% 0 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: 60 shares; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $16.3K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $16K 0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $15.9K 0.01% 0 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: 6,118 shares; 2024Q4: 6,118 shares; 2025Q1: not reported; 2025Q2: 3,742 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares; 2026Q1: 2,076 shares 2,076 $15.6K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $15.4K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: not reported; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 362 shares; 2026Q1: 300 shares 300 $15.2K 0.01% -62 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $15.1K 0.01% 0 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: 460 shares; 2024Q4: 460 shares; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $14.5K 0.01% 0 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $14.4K 0.01% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,709 shares; 2024Q4: 16,709 shares; 2025Q1: 16,709 shares; 2025Q2: 16,709 shares; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares 1,029 $13.7K 0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $13.5K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $13.3K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $13K 0.01% 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: 439 shares; 2024Q4: 439 shares; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $12.9K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: not reported; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $12.9K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 937 shares; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 937 shares 937 $12.8K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 2,629 shares; 2025Q1: not reported; 2025Q2: 2,629 shares; 2025Q3: 890 shares; 2025Q4: 790 shares; 2026Q1: 790 shares 790 $12.4K 0.01% 0 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $12.3K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: not reported; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $12.1K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $11.1K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: not reported; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares 138 $10.4K 0.01% 0 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: 29 shares; 2024Q4: 29 shares; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $9.91K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156 $9.57K 0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $8.62K <0.01% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $7.95K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 2,393 shares; 2025Q1: not reported; 2025Q2: 1,817 shares; 2025Q3: 1,414 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $7.87K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $7.58K <0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 90 shares; 2026Q1: 15 shares 15 $7.44K <0.01% -75 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,049 shares; 2024Q4: 3,049 shares; 2025Q1: not reported; 2025Q2: 1,051 shares; 2025Q3: 651 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $7.37K <0.01% 0 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $7.12K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $5.77K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $5.71K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL 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: 160 shares; 2026Q1: 160 shares 160 $5.51K <0.01% 0 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,524 shares; 2024Q4: 43,426 shares; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $4.84K <0.01% 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: 70 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 15 shares 15 $4.64K <0.01% -40 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $4.18K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP 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: 97 shares 97 $3.59K <0.01% new 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: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $3.51K <0.01% 0 Timeline SNFCA SECURITY NATL FINL CORP More: the full row for SECURITY NATL FINL 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: 353 shares; 2026Q1: 353 shares 353 $3.35K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $3.13K <0.01% 0 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $3.01K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $525 <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $356 <0.01% 0 Timeline