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: 136,254 shares; 2024Q4: 134,236 shares; 2025Q1: 134,751 shares; 2025Q2: 131,950 shares; 2025Q3: 138,230 shares; 2025Q4: 133,588 shares; 2026Q1: 123,527 shares 123,527 $87M 5.61% -10,061 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,665 shares; 2024Q4: 240,458 shares; 2025Q1: 219,596 shares; 2025Q2: 223,612 shares; 2025Q3: 232,384 shares; 2025Q4: 269,652 shares; 2026Q1: 277,261 shares 277,261 $73.8M 4.76% +7,609 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: 75,051 shares; 2024Q4: 79,915 shares; 2025Q1: 78,445 shares; 2025Q2: 76,010 shares; 2025Q3: 74,047 shares; 2025Q4: 73,685 shares; 2026Q1: 72,460 shares 72,460 $51.2M 3.31% -1,225 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: 939,339 shares; 2024Q4: 919,572 shares; 2025Q1: 678,085 shares; 2025Q2: 631,626 shares; 2025Q3: 632,602 shares; 2025Q4: 232,964 shares; 2026Q1: 253,511 shares 253,511 $50.7M 3.27% +20,547 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: 65,630 shares; 2024Q4: 68,906 shares; 2025Q1: 72,077 shares; 2025Q2: 90,702 shares; 2025Q3: 92,423 shares; 2025Q4: 98,751 shares; 2026Q1: 117,697 shares 117,697 $49.9M 3.22% +18,946 Timeline IDEV 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: 227,330 shares; 2024Q4: 185,221 shares; 2025Q1: 240,318 shares; 2025Q2: 277,639 shares; 2025Q3: 316,587 shares; 2025Q4: 438,916 shares; 2026Q1: 523,253 shares 523,253 $45.9M 2.96% +84,337 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: 93,766 shares; 2024Q4: 93,342 shares; 2025Q1: 86,562 shares; 2025Q2: 92,494 shares; 2025Q3: 91,877 shares; 2025Q4: 91,031 shares; 2026Q1: 89,006 shares 89,006 $35.8M 2.31% -2,025 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,310 shares; 2024Q4: 1,380,295 shares; 2025Q1: 1,357,222 shares; 2025Q2: 1,331,049 shares; 2025Q3: 1,319,775 shares; 2025Q4: 1,271,769 shares; 2026Q1: 1,222,961 shares 1,222,961 $34M 2.19% -48,808 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: 64,820 shares; 2024Q4: 73,985 shares; 2025Q1: 79,951 shares; 2025Q2: 94,624 shares; 2025Q3: 95,875 shares; 2025Q4: 96,758 shares; 2026Q1: 87,322 shares 87,322 $29M 1.87% -9,436 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 277,268 shares; 2025Q2: 278,667 shares; 2025Q3: 286,434 shares; 2025Q4: 302,577 shares; 2026Q1: 332,723 shares 332,723 $25.8M 1.67% +30,146 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: 78,239 shares; 2024Q4: 80,186 shares; 2025Q1: 81,174 shares; 2025Q2: 85,807 shares; 2025Q3: 87,905 shares; 2025Q4: 93,394 shares; 2026Q1: 101,266 shares 101,266 $25.3M 1.63% +7,872 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: 36,053 shares; 2024Q4: 37,183 shares; 2025Q1: 37,251 shares; 2025Q2: 37,725 shares; 2025Q3: 38,613 shares; 2025Q4: 37,947 shares; 2026Q1: 38,283 shares 38,283 $24.8M 1.6% +336 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,835 shares; 2024Q4: 61,524 shares; 2025Q1: 58,406 shares; 2025Q2: 64,881 shares; 2025Q3: 63,390 shares; 2025Q4: 61,980 shares; 2026Q1: 58,955 shares 58,955 $22.7M 1.47% -3,025 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: 61,269 shares; 2024Q4: 62,109 shares; 2025Q1: 62,258 shares; 2025Q2: 62,056 shares; 2025Q3: 58,594 shares; 2025Q4: 58,644 shares; 2026Q1: 63,926 shares 63,926 $22.2M 1.43% +5,282 Timeline ACWX 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: 367,024 shares; 2024Q4: 352,840 shares; 2025Q1: 336,577 shares; 2025Q2: 318,293 shares; 2025Q3: 312,087 shares; 2025Q4: 306,733 shares; 2026Q1: 302,240 shares 302,240 $22M 1.42% -4,493 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,994 shares; 2024Q4: 41,886 shares; 2025Q1: 89,516 shares; 2025Q2: 126,303 shares; 2025Q3: 161,452 shares; 2025Q4: 194,179 shares; 2026Q1: 247,200 shares 247,200 $20.5M 1.32% +53,021 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: 60,444 shares; 2024Q4: 62,192 shares; 2025Q1: 60,359 shares; 2025Q2: 61,564 shares; 2025Q3: 61,253 shares; 2025Q4: 62,043 shares; 2026Q1: 59,213 shares 59,213 $18.5M 1.2% -2,830 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: 645,733 shares; 2024Q4: 688,175 shares; 2025Q1: 488,530 shares; 2025Q2: 555,983 shares; 2025Q3: 558,965 shares; 2025Q4: 173,673 shares; 2026Q1: 183,945 shares 183,945 $18.3M 1.18% +10,272 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,889 shares; 2024Q4: 47,789 shares; 2025Q1: 306,769 shares; 2025Q2: 301,397 shares; 2025Q3: 312,111 shares; 2025Q4: 330,234 shares; 2026Q1: 369,509 shares 369,509 $17M 1.09% +39,275 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,785 shares; 2024Q4: 34,902 shares; 2025Q1: 33,489 shares; 2025Q2: 35,012 shares; 2025Q3: 35,174 shares; 2025Q4: 34,669 shares; 2026Q1: 24,741 shares 24,741 $15.8M 1.02% -9,928 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: 346,634 shares; 2024Q4: 253,725 shares; 2025Q1: 271,412 shares; 2025Q2: 277,333 shares; 2025Q3: 280,195 shares; 2025Q4: 282,472 shares; 2026Q1: 279,178 shares 279,178 $14.9M 0.96% -3,294 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: 67,657 shares; 2024Q4: 68,784 shares; 2025Q1: 65,733 shares; 2025Q2: 67,304 shares; 2025Q3: 67,582 shares; 2025Q4: 69,619 shares; 2026Q1: 70,337 shares 70,337 $14.4M 0.93% +718 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: 82,500 shares; 2024Q4: 84,545 shares; 2025Q1: 96,548 shares; 2025Q2: 99,546 shares; 2025Q3: 101,691 shares; 2025Q4: 104,082 shares; 2026Q1: 96,572 shares 96,572 $14.3M 0.92% -7,510 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: 37,403 shares; 2024Q4: 29,345 shares; 2025Q1: 32,071 shares; 2025Q2: 32,385 shares; 2025Q3: 32,401 shares; 2025Q4: 39,025 shares; 2026Q1: 39,570 shares 39,570 $13.6M 0.88% +545 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: 18,922 shares; 2024Q4: 19,290 shares; 2025Q1: 18,113 shares; 2025Q2: 18,995 shares; 2025Q3: 19,458 shares; 2025Q4: 20,944 shares; 2026Q1: 20,052 shares 20,052 $13.4M 0.87% -892 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: 102,491 shares; 2024Q4: 185,920 shares; 2025Q1: 169,325 shares; 2025Q2: 171,441 shares; 2025Q3: 175,784 shares; 2025Q4: 179,065 shares; 2026Q1: 181,125 shares 181,125 $12.8M 0.82% +2,060 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: 24,012 shares; 2024Q4: 24,645 shares; 2025Q1: 24,822 shares; 2025Q2: 24,995 shares; 2025Q3: 25,210 shares; 2025Q4: 25,848 shares; 2026Q1: 40,693 shares 40,693 $12.3M 0.79% +14,845 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: 22,126 shares; 2024Q4: 22,432 shares; 2025Q1: 21,420 shares; 2025Q2: 22,069 shares; 2025Q3: 22,867 shares; 2025Q4: 24,374 shares; 2026Q1: 26,157 shares 26,157 $12.3M 0.79% +1,783 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,944 shares; 2024Q4: 13,307 shares; 2025Q1: 18,891 shares; 2025Q2: 31,707 shares; 2025Q3: 32,390 shares; 2025Q4: 34,755 shares; 2026Q1: 35,448 shares 35,448 $12.2M 0.79% +693 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: 52,977 shares; 2024Q4: 24,101 shares; 2025Q1: 23,435 shares; 2025Q2: 24,990 shares; 2025Q3: 43,879 shares; 2025Q4: 45,054 shares; 2026Q1: 52,581 shares 52,581 $11.9M 0.77% +7,527 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: 1,637 shares; 2024Q4: 1,746 shares; 2025Q1: 2,281 shares; 2025Q2: 36,511 shares; 2025Q3: 37,644 shares; 2025Q4: 40,051 shares; 2026Q1: 29,610 shares 29,610 $11.7M 0.75% -10,441 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,320 shares; 2024Q4: 46,241 shares; 2025Q1: 44,610 shares; 2025Q2: 44,870 shares; 2025Q3: 44,524 shares; 2025Q4: 44,587 shares; 2026Q1: 44,558 shares 44,558 $11.6M 0.75% -29 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: 15,495 shares; 2024Q4: 10,176 shares; 2025Q1: 25,964 shares; 2025Q2: 26,922 shares; 2025Q3: 27,633 shares; 2025Q4: 27,834 shares; 2026Q1: 28,251 shares 28,251 $11.6M 0.75% +417 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: 23,495 shares; 2024Q4: 24,530 shares; 2025Q1: 26,080 shares; 2025Q2: 26,698 shares; 2025Q3: 26,580 shares; 2025Q4: 27,328 shares; 2026Q1: 48,342 shares 48,342 $10.7M 0.69% +21,014 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: 87,695 shares; 2024Q4: 90,126 shares; 2025Q1: 81,186 shares; 2025Q2: 82,879 shares; 2025Q3: 84,146 shares; 2025Q4: 153,130 shares; 2026Q1: 162,195 shares 162,195 $10.5M 0.68% +9,065 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,440 shares; 2024Q4: 58,091 shares; 2025Q1: 41,161 shares; 2025Q2: 38,917 shares; 2025Q3: 38,131 shares; 2025Q4: 73,531 shares; 2026Q1: 67,658 shares 67,658 $10.5M 0.68% -5,873 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: 46,981 shares; 2024Q4: 48,629 shares; 2025Q1: 54,316 shares; 2025Q2: 54,672 shares; 2025Q3: 55,756 shares; 2025Q4: 57,151 shares; 2026Q1: 53,148 shares 53,148 $9.88M 0.64% -4,003 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: 39,345 shares; 2024Q4: 26,972 shares; 2025Q1: 26,408 shares; 2025Q2: 27,506 shares; 2025Q3: 28,110 shares; 2025Q4: 29,049 shares; 2026Q1: 31,421 shares 31,421 $9.74M 0.63% +2,372 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219,589 shares; 2026Q1: 238,727 shares 238,727 $9.64M 0.62% +19,138 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,990 shares; 2024Q4: 96,068 shares; 2025Q1: 90,635 shares; 2025Q2: 91,413 shares; 2025Q3: 94,366 shares; 2025Q4: 95,956 shares; 2026Q1: 104,443 shares 104,443 $9.6M 0.62% +8,487 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,066 shares 106,066 $9.33M 0.6% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,689 shares; 2025Q3: 14,405 shares; 2025Q4: 16,779 shares; 2026Q1: 112,511 shares 112,511 $9.17M 0.59% +95,732 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: 12,563 shares; 2024Q4: 12,648 shares; 2025Q1: 12,533 shares; 2025Q2: 12,661 shares; 2025Q3: 12,790 shares; 2025Q4: 13,113 shares; 2026Q1: 10,034 shares 10,034 $9.06M 0.58% -3,079 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: 72,483 shares; 2024Q4: 72,221 shares; 2025Q1: 78,311 shares; 2025Q2: 80,371 shares; 2025Q3: 83,057 shares; 2025Q4: 57,358 shares; 2026Q1: 58,338 shares 58,338 $9.04M 0.58% +980 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,041 shares; 2025Q2: 85,394 shares; 2025Q3: 92,424 shares; 2025Q4: 104,350 shares; 2026Q1: 165,907 shares 165,907 $8.7M 0.56% +61,557 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: 99,158 shares; 2024Q4: 61,207 shares; 2025Q1: 64,834 shares; 2025Q2: 67,438 shares; 2025Q3: 68,887 shares; 2025Q4: 70,436 shares; 2026Q1: 66,675 shares 66,675 $8.64M 0.56% -3,761 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,176 shares; 2025Q2: 103,146 shares; 2025Q3: 109,918 shares; 2025Q4: 129,753 shares; 2026Q1: 134,483 shares 134,483 $8.49M 0.55% +4,730 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,244 shares; 2024Q4: 56,391 shares; 2025Q1: 61,235 shares; 2025Q2: 84,266 shares; 2025Q3: 86,021 shares; 2025Q4: 87,234 shares; 2026Q1: 108,961 shares 108,961 $8.42M 0.54% +21,727 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: 56,106 shares; 2024Q4: 58,437 shares; 2025Q1: 67,132 shares; 2025Q2: 69,061 shares; 2025Q3: 69,926 shares; 2025Q4: 71,844 shares; 2026Q1: 86,476 shares 86,476 $8.34M 0.54% +14,632 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,469 shares 40,469 $8.21M 0.53% new 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: 55,902 shares; 2024Q4: 57,526 shares; 2025Q1: 54,037 shares; 2025Q2: 56,105 shares; 2025Q3: 55,225 shares; 2025Q4: 55,433 shares; 2026Q1: 61,831 shares 61,831 $8.14M 0.53% +6,398 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,120 shares; 2025Q1: 17,654 shares; 2025Q2: 24,878 shares; 2025Q3: 35,553 shares; 2025Q4: 58,835 shares; 2026Q1: 138,141 shares 138,141 $8.13M 0.52% +79,306 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: 53,264 shares; 2024Q4: 55,150 shares; 2025Q1: 57,087 shares; 2025Q2: 59,251 shares; 2025Q3: 59,649 shares; 2025Q4: 61,129 shares; 2026Q1: 56,959 shares 56,959 $8.11M 0.52% -4,170 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,928 shares; 2025Q1: 3,467 shares; 2025Q2: 3,819 shares; 2025Q3: 4,277 shares; 2025Q4: 32,011 shares; 2026Q1: 30,282 shares 30,282 $7.82M 0.5% -1,729 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,348 shares; 2025Q1: 88,132 shares; 2025Q2: 93,526 shares; 2025Q3: 96,174 shares; 2025Q4: 97,904 shares; 2026Q1: 63,017 shares 63,017 $7.82M 0.5% -34,887 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: 116,043 shares; 2024Q4: 175,523 shares; 2025Q1: 178,919 shares; 2025Q2: 185,014 shares; 2025Q3: 194,296 shares; 2025Q4: 204,580 shares; 2026Q1: 101,913 shares 101,913 $7.79M 0.5% -102,667 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: 16,076 shares; 2024Q4: 17,029 shares; 2025Q1: 17,619 shares; 2025Q2: 19,147 shares; 2025Q3: 19,982 shares; 2025Q4: 21,453 shares; 2026Q1: 23,543 shares 23,543 $7.78M 0.5% +2,090 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: 25,852 shares; 2024Q4: 26,066 shares; 2025Q1: 29,361 shares; 2025Q2: 29,294 shares; 2025Q3: 29,647 shares; 2025Q4: 30,634 shares; 2026Q1: 30,407 shares 30,407 $7.64M 0.49% -227 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II 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: 173,014 shares 173,014 $7.23M 0.47% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,327 shares; 2025Q2: 132,098 shares; 2025Q3: 137,261 shares; 2025Q4: 145,261 shares; 2026Q1: 158,383 shares 158,383 $7.21M 0.46% +13,122 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,233 shares; 2025Q2: 113,549 shares; 2025Q3: 117,977 shares; 2025Q4: 125,436 shares; 2026Q1: 138,696 shares 138,696 $7.2M 0.46% +13,260 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: 295,259 shares; 2024Q4: 294,697 shares; 2025Q1: 241,311 shares; 2025Q2: 246,177 shares; 2025Q3: 250,534 shares; 2025Q4: 256,698 shares; 2026Q1: 273,650 shares 273,650 $7.08M 0.46% +16,952 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,102 shares; 2025Q1: not reported; 2025Q2: 31,325 shares; 2025Q3: 46,411 shares; 2025Q4: 45,770 shares; 2026Q1: 40,176 shares 40,176 $6.89M 0.44% -5,594 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: 4,519 shares; 2024Q4: 4,604 shares; 2025Q1: 4,640 shares; 2025Q2: 4,463 shares; 2025Q3: 8,993 shares; 2025Q4: 9,159 shares; 2026Q1: 8,565 shares 8,565 $6.86M 0.44% -594 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: 471 shares; 2025Q1: 5,954 shares; 2025Q2: 6,150 shares; 2025Q3: 6,134 shares; 2025Q4: 6,157 shares; 2026Q1: 6,450 shares 6,450 $6.73M 0.43% +293 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,018 shares; 2024Q4: 126,063 shares; 2025Q1: 137,654 shares; 2025Q2: 140,243 shares; 2025Q3: 140,041 shares; 2025Q4: 141,802 shares; 2026Q1: 131,612 shares 131,612 $6.72M 0.43% -10,190 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: 5,797 shares; 2024Q4: 5,951 shares; 2025Q1: 5,846 shares; 2025Q2: 5,999 shares; 2025Q3: 6,064 shares; 2025Q4: 6,247 shares; 2026Q1: 6,621 shares 6,621 $6.66M 0.43% +374 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,554 shares; 2024Q4: 27,640 shares; 2025Q1: 25,924 shares; 2025Q2: 25,520 shares; 2025Q3: 24,679 shares; 2025Q4: 24,597 shares; 2026Q1: 71,687 shares 71,687 $6.49M 0.42% +47,090 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,228 shares; 2024Q4: 9,113 shares; 2025Q1: 8,216 shares; 2025Q2: 8,550 shares; 2025Q3: 8,564 shares; 2025Q4: 8,620 shares; 2026Q1: 6,933 shares 6,933 $6.42M 0.41% -1,687 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: 23,315 shares; 2024Q4: 23,611 shares; 2025Q1: 29,678 shares; 2025Q2: 29,947 shares; 2025Q3: 30,207 shares; 2025Q4: 30,870 shares; 2026Q1: 31,604 shares 31,604 $6.41M 0.41% +734 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: 189,150 shares; 2024Q4: 180,653 shares; 2025Q1: 176,851 shares; 2025Q2: 170,458 shares; 2025Q3: 173,047 shares; 2025Q4: 171,208 shares; 2026Q1: 122,252 shares 122,252 $6.37M 0.41% -48,956 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: 60,696 shares; 2024Q4: 60,918 shares; 2025Q1: 60,160 shares; 2025Q2: 55,072 shares; 2025Q3: 54,289 shares; 2025Q4: 50,035 shares; 2026Q1: 45,957 shares 45,957 $6.21M 0.4% -4,078 Timeline TPLS THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,507 shares; 2025Q2: 106,029 shares; 2025Q3: 131,366 shares; 2025Q4: 164,034 shares; 2026Q1: 230,669 shares 230,669 $5.84M 0.38% +66,635 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: 38,606 shares; 2024Q4: 39,136 shares; 2025Q1: 32,438 shares; 2025Q2: 33,799 shares; 2025Q3: 34,411 shares; 2025Q4: 37,025 shares; 2026Q1: 38,081 shares 38,081 $5.84M 0.38% +1,056 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,348 shares; 2025Q2: 12,668 shares; 2025Q3: 12,316 shares; 2025Q4: 11,663 shares; 2026Q1: 178,208 shares 178,208 $5.77M 0.37% +166,545 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,150 shares; 2024Q4: 78,248 shares; 2025Q1: 72,883 shares; 2025Q2: 70,233 shares; 2025Q3: 67,208 shares; 2025Q4: 59,818 shares; 2026Q1: 55,403 shares 55,403 $5.76M 0.37% -4,415 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,049 shares 215,049 $5.72M 0.37% new 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: 30,334 shares; 2024Q4: 31,788 shares; 2025Q1: 36,115 shares; 2025Q2: 38,213 shares; 2025Q3: 38,769 shares; 2025Q4: 44,355 shares; 2026Q1: 42,099 shares 42,099 $5.71M 0.37% -2,256 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: 1,721 shares; 2024Q4: 1,842 shares; 2025Q1: 1,856 shares; 2025Q2: 2,282 shares; 2025Q3: 2,306 shares; 2025Q4: 3,463 shares; 2026Q1: 24,383 shares 24,383 $5.68M 0.37% +20,920 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,665 shares; 2024Q4: 23,158 shares; 2025Q1: 24,517 shares; 2025Q2: 26,175 shares; 2025Q3: 26,801 shares; 2025Q4: 27,470 shares; 2026Q1: 27,730 shares 27,730 $5.68M 0.37% +260 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: 44,396 shares; 2024Q4: 46,203 shares; 2025Q1: 56,051 shares; 2025Q2: 59,117 shares; 2025Q3: 60,146 shares; 2025Q4: 61,946 shares; 2026Q1: 46,951 shares 46,951 $5.65M 0.36% -14,995 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,115 shares; 2024Q4: 26,812 shares; 2025Q1: 27,122 shares; 2025Q2: 27,416 shares; 2025Q3: 28,426 shares; 2025Q4: 28,705 shares; 2026Q1: 31,083 shares 31,083 $5.44M 0.35% +2,378 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: 822 shares; 2024Q4: 729 shares; 2025Q1: 534 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 12,419 shares; 2026Q1: 12,134 shares 12,134 $5.4M 0.35% -285 Timeline RXO RXO INC More: the full row for RXO 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: 261,768 shares; 2025Q4: 275,066 shares; 2026Q1: 275,394 shares 275,394 $5.39M 0.35% +328 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: 89,089 shares; 2024Q4: 91,101 shares; 2025Q1: 97,675 shares; 2025Q2: 102,356 shares; 2025Q3: 104,591 shares; 2025Q4: 106,549 shares; 2026Q1: 106,102 shares 106,102 $5.15M 0.33% -447 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,749 shares; 2024Q4: 24,868 shares; 2025Q1: 27,343 shares; 2025Q2: 28,048 shares; 2025Q3: 28,746 shares; 2025Q4: 28,421 shares; 2026Q1: 23,254 shares 23,254 $5.12M 0.33% -5,167 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL 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: 184,064 shares; 2025Q4: 171,051 shares; 2026Q1: 166,585 shares 166,585 $5.03M 0.32% -4,466 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,774 shares; 2024Q4: 21,696 shares; 2025Q1: 16,584 shares; 2025Q2: 17,433 shares; 2025Q3: 17,959 shares; 2025Q4: 19,126 shares; 2026Q1: 25,450 shares 25,450 $4.97M 0.32% +6,324 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: 3,674 shares; 2024Q4: 3,757 shares; 2025Q1: 4,060 shares; 2025Q2: 4,599 shares; 2025Q3: 6,090 shares; 2025Q4: 6,286 shares; 2026Q1: 19,143 shares 19,143 $4.89M 0.32% +12,857 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,170 shares; 2024Q4: not reported; 2025Q1: 50,020 shares; 2025Q2: 33,047 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,529 shares 33,529 $4.89M 0.32% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 4,954 shares; 2025Q1: 5,194 shares; 2025Q2: 5,397 shares; 2025Q3: 5,432 shares; 2025Q4: 28,065 shares; 2026Q1: 48,222 shares 48,222 $4.83M 0.31% +20,157 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,452 shares; 2024Q4: 8,201 shares; 2025Q1: 8,967 shares; 2025Q2: 10,493 shares; 2025Q3: 10,816 shares; 2025Q4: 11,776 shares; 2026Q1: 12,019 shares 12,019 $4.64M 0.3% +243 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: 1,081 shares; 2024Q4: 1,179 shares; 2025Q1: 1,274 shares; 2025Q2: 19,990 shares; 2025Q3: 20,718 shares; 2025Q4: 21,355 shares; 2026Q1: 23,729 shares 23,729 $4.62M 0.3% +2,374 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: 28,122 shares; 2024Q4: 29,671 shares; 2025Q1: 31,438 shares; 2025Q2: 32,611 shares; 2025Q3: 32,796 shares; 2025Q4: 33,253 shares; 2026Q1: 31,186 shares 31,186 $4.61M 0.3% -2,067 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,865 shares; 2025Q1: 14,506 shares; 2025Q2: 14,753 shares; 2025Q3: 15,001 shares; 2025Q4: 15,272 shares; 2026Q1: 15,780 shares 15,780 $4.49M 0.29% +508 Timeline XLG 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: 8,130 shares; 2024Q4: 8,130 shares; 2025Q1: 8,130 shares; 2025Q2: 8,130 shares; 2025Q3: 8,130 shares; 2025Q4: 8,130 shares; 2026Q1: 75,088 shares 75,088 $4.47M 0.29% +66,958 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,007 shares; 2025Q4: 76,211 shares; 2026Q1: 80,957 shares 80,957 $4.26M 0.27% +4,746 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: 19,462 shares; 2024Q4: 19,757 shares; 2025Q1: 17,184 shares; 2025Q2: 17,693 shares; 2025Q3: 18,261 shares; 2025Q4: 19,015 shares; 2026Q1: 20,617 shares 20,617 $4.23M 0.27% +1,602 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,715 shares; 2024Q4: 28,737 shares; 2025Q1: 28,915 shares; 2025Q2: 55,748 shares; 2025Q3: 56,540 shares; 2025Q4: 80,823 shares; 2026Q1: 32,390 shares 32,390 $4.16M 0.27% -48,433 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: 4,267 shares; 2024Q4: 4,119 shares; 2025Q1: 3,930 shares; 2025Q2: 4,609 shares; 2025Q3: 10,299 shares; 2025Q4: 9,975 shares; 2026Q1: 6,414 shares 6,414 $4.13M 0.27% -3,561 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,618 shares; 2025Q3: 55,265 shares; 2025Q4: not reported; 2026Q1: 68,887 shares 68,887 $3.85M 0.25% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,762 shares; 2025Q1: 3,029 shares; 2025Q2: 3,838 shares; 2025Q3: 4,041 shares; 2025Q4: 4,511 shares; 2026Q1: 64,233 shares 64,233 $3.82M 0.25% +59,722 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,382 shares; 2024Q4: 16,487 shares; 2025Q1: 16,951 shares; 2025Q2: 17,930 shares; 2025Q3: 17,946 shares; 2025Q4: 20,545 shares; 2026Q1: 20,537 shares 20,537 $3.72M 0.24% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,156 shares; 2025Q3: 3,877 shares; 2025Q4: 5,068 shares; 2026Q1: 44,701 shares 44,701 $3.67M 0.24% +39,633 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: 686 shares; 2024Q4: 666 shares; 2025Q1: 846 shares; 2025Q2: 1,034 shares; 2025Q3: 954 shares; 2025Q4: 7,643 shares; 2026Q1: 8,954 shares 8,954 $3.63M 0.23% +1,311 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,071 shares; 2025Q2: 29,056 shares; 2025Q3: 29,324 shares; 2025Q4: 29,946 shares; 2026Q1: 31,503 shares 31,503 $3.62M 0.23% +1,557 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,367 shares; 2024Q4: 117,002 shares; 2025Q1: 127,711 shares; 2025Q2: 126,264 shares; 2025Q3: 52,699 shares; 2025Q4: 54,472 shares; 2026Q1: 69,836 shares 69,836 $3.53M 0.23% +15,364 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,569 shares; 2025Q2: 34,405 shares; 2025Q3: 49,566 shares; 2025Q4: 70,760 shares; 2026Q1: 137,692 shares 137,692 $3.52M 0.23% +66,932 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,990 shares; 2024Q4: 196,304 shares; 2025Q1: 181,768 shares; 2025Q2: 169,359 shares; 2025Q3: 155,857 shares; 2025Q4: 122,145 shares; 2026Q1: 105,955 shares 105,955 $3.4M 0.22% -16,190 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,367 shares; 2024Q4: 65,647 shares; 2025Q1: 65,596 shares; 2025Q2: 67,492 shares; 2025Q3: 68,625 shares; 2025Q4: 96,096 shares; 2026Q1: 36,386 shares 36,386 $3.37M 0.22% -59,710 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: not reported; 2024Q4: not reported; 2025Q1: 1,638 shares; 2025Q2: 1,621 shares; 2025Q3: 1,641 shares; 2025Q4: 1,828 shares; 2026Q1: 16,305 shares 16,305 $3.35M 0.22% +14,477 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: 5,678 shares; 2024Q4: 6,033 shares; 2025Q1: 5,907 shares; 2025Q2: 5,842 shares; 2025Q3: 5,911 shares; 2025Q4: 6,102 shares; 2026Q1: 6,427 shares 6,427 $3.29M 0.21% +325 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,186 shares; 2025Q4: 19,671 shares; 2026Q1: 20,823 shares 20,823 $2.97M 0.19% +1,152 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,991 shares; 2024Q4: not reported; 2025Q1: 96,101 shares; 2025Q2: 90,890 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,548 shares 62,548 $2.81M 0.18% new 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: 20,203 shares; 2024Q4: 20,813 shares; 2025Q1: 21,046 shares; 2025Q2: 22,620 shares; 2025Q3: 22,755 shares; 2025Q4: 22,787 shares; 2026Q1: 22,083 shares 22,083 $2.78M 0.18% -704 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,490 shares; 2024Q4: 87,768 shares; 2025Q1: 81,376 shares; 2025Q2: 73,688 shares; 2025Q3: 65,201 shares; 2025Q4: 51,395 shares; 2026Q1: 40,807 shares 40,807 $2.72M 0.18% -10,588 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: 39,908 shares; 2024Q4: 64,779 shares; 2025Q1: 82,075 shares; 2025Q2: 71,705 shares; 2025Q3: 77,947 shares; 2025Q4: 13,255 shares; 2026Q1: 13,088 shares 13,088 $2.65M 0.17% -167 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: 63,408 shares; 2024Q4: 120,489 shares; 2025Q1: 21,149 shares; 2025Q2: 21,558 shares; 2025Q3: 21,054 shares; 2025Q4: 22,341 shares; 2026Q1: 23,392 shares 23,392 $2.63M 0.17% +1,051 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,159 shares; 2025Q2: 14,533 shares; 2025Q3: 13,499 shares; 2025Q4: 13,040 shares; 2026Q1: 11,878 shares 11,878 $2.57M 0.17% -1,162 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,609 shares; 2024Q4: 47,524 shares; 2025Q1: 48,945 shares; 2025Q2: 45,872 shares; 2025Q3: 46,263 shares; 2025Q4: 47,804 shares; 2026Q1: 54,393 shares 54,393 $2.5M 0.16% +6,589 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: 11,423 shares; 2024Q4: 11,350 shares; 2025Q1: 10,811 shares; 2025Q2: 10,458 shares; 2025Q3: 10,699 shares; 2025Q4: 10,746 shares; 2026Q1: 4,963 shares 4,963 $2.34M 0.15% -5,783 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,835 shares; 2025Q4: 9,835 shares; 2026Q1: 24,923 shares 24,923 $2.28M 0.15% +15,088 Timeline APRB 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: not reported; 2026Q1: 82,219 shares 82,219 $2.15M 0.14% new Timeline IDV 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: 10,121 shares; 2025Q3: 19,936 shares; 2025Q4: 21,548 shares; 2026Q1: 47,465 shares 47,465 $2.07M 0.13% +25,917 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 3,193 shares; 2025Q1: 3,192 shares; 2025Q2: 3,453 shares; 2025Q3: 3,510 shares; 2025Q4: 3,523 shares; 2026Q1: 3,542 shares 3,542 $1.98M 0.13% +19 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: 22,975 shares; 2024Q4: 23,376 shares; 2025Q1: 23,837 shares; 2025Q2: 26,003 shares; 2025Q3: 24,728 shares; 2025Q4: 24,190 shares; 2026Q1: 24,909 shares 24,909 $1.86M 0.12% +719 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: 12,719 shares; 2024Q4: 25,774 shares; 2025Q1: 13,219 shares; 2025Q2: 6,415 shares; 2025Q3: 6,276 shares; 2025Q4: 35,529 shares; 2026Q1: 6,757 shares 6,757 $1.85M 0.12% -28,772 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: 26,834 shares; 2024Q4: 4,938 shares; 2025Q1: 5,341 shares; 2025Q2: 5,273 shares; 2025Q3: 12,952 shares; 2025Q4: 13,558 shares; 2026Q1: 6,157 shares 6,157 $1.75M 0.11% -7,401 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: not reported; 2024Q4: not reported; 2025Q1: 2,445 shares; 2025Q2: 2,384 shares; 2025Q3: 2,990 shares; 2025Q4: 3,540 shares; 2026Q1: 3,886 shares 3,886 $1.75M 0.11% +346 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: 1,492 shares; 2024Q4: 1,408 shares; 2025Q1: 1,392 shares; 2025Q2: 1,550 shares; 2025Q3: 1,633 shares; 2025Q4: 15,785 shares; 2026Q1: 18,757 shares 18,757 $1.74M 0.11% +2,972 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,089 shares; 2024Q4: 16,695 shares; 2025Q1: 17,035 shares; 2025Q2: 15,990 shares; 2025Q3: 16,064 shares; 2025Q4: 16,502 shares; 2026Q1: 18,040 shares 18,040 $1.73M 0.11% +1,538 Timeline NUMI NUSHARES ETF TR More: the full row for NUSHARES 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: 65,074 shares; 2025Q3: 66,339 shares; 2025Q4: 61,536 shares; 2026Q1: 64,821 shares 64,821 $1.63M 0.11% +3,285 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: 4,666 shares; 2024Q4: 4,496 shares; 2025Q1: 4,556 shares; 2025Q2: 5,246 shares; 2025Q3: 5,644 shares; 2025Q4: 5,299 shares; 2026Q1: 5,573 shares 5,573 $1.6M 0.1% +274 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: 6,756 shares; 2024Q4: 6,744 shares; 2025Q1: 6,525 shares; 2025Q2: 7,620 shares; 2025Q3: 8,383 shares; 2025Q4: 8,945 shares; 2026Q1: 10,146 shares 10,146 $1.57M 0.1% +1,201 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,348 shares; 2025Q1: 2,375 shares; 2025Q2: 2,412 shares; 2025Q3: 2,390 shares; 2025Q4: 2,592 shares; 2026Q1: 2,660 shares 2,660 $1.56M 0.1% +68 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,804 shares; 2024Q4: 50,849 shares; 2025Q1: 59,365 shares; 2025Q2: 60,234 shares; 2025Q3: 62,188 shares; 2025Q4: 57,786 shares; 2026Q1: 61,653 shares 61,653 $1.55M 0.1% +3,867 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,681 shares; 2024Q4: 34,282 shares; 2025Q1: 31,455 shares; 2025Q2: 31,408 shares; 2025Q3: 32,834 shares; 2025Q4: 33,118 shares; 2026Q1: 33,094 shares 33,094 $1.47M 0.09% -24 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,171 shares; 2025Q1: 1,182 shares; 2025Q2: 1,320 shares; 2025Q3: 1,359 shares; 2025Q4: 1,322 shares; 2026Q1: 1,433 shares 1,433 $1.42M 0.09% +111 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: 8,451 shares; 2024Q4: 9,565 shares; 2025Q1: 9,707 shares; 2025Q2: 12,839 shares; 2025Q3: 12,774 shares; 2025Q4: 14,872 shares; 2026Q1: 15,521 shares 15,521 $1.39M 0.09% +649 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 19,026 shares; 2025Q1: 44,668 shares; 2025Q2: 18,205 shares; 2025Q3: 17,783 shares; 2025Q4: 17,713 shares; 2026Q1: 44,676 shares 44,676 $1.38M 0.09% +26,963 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: 13,039 shares; 2024Q4: 12,908 shares; 2025Q1: 11,454 shares; 2025Q2: 11,809 shares; 2025Q3: 12,658 shares; 2025Q4: 12,301 shares; 2026Q1: 10,774 shares 10,774 $1.37M 0.09% -1,527 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: 2,835 shares; 2024Q4: 2,923 shares; 2025Q1: 5,206 shares; 2025Q2: 6,356 shares; 2025Q3: 6,419 shares; 2025Q4: 6,829 shares; 2026Q1: 7,046 shares 7,046 $1.32M 0.09% +217 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED 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: 32,322 shares; 2025Q3: 32,902 shares; 2025Q4: 30,330 shares; 2026Q1: 33,524 shares 33,524 $1.31M 0.08% +3,194 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,847 shares; 2024Q4: 24,847 shares; 2025Q1: 24,847 shares; 2025Q2: 24,847 shares; 2025Q3: 24,847 shares; 2025Q4: 24,847 shares; 2026Q1: 24,847 shares 24,847 $1.3M 0.08% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,065 shares; 2024Q4: 72,191 shares; 2025Q1: 66,873 shares; 2025Q2: 58,208 shares; 2025Q3: 56,170 shares; 2025Q4: 49,799 shares; 2026Q1: 38,175 shares 38,175 $1.29M 0.08% -11,624 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 5,977 shares; 2025Q1: 5,878 shares; 2025Q2: 5,784 shares; 2025Q3: 5,677 shares; 2025Q4: 5,300 shares; 2026Q1: 4,454 shares 4,454 $1.27M 0.08% -846 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 995 shares; 2025Q1: 981 shares; 2025Q2: 1,004 shares; 2025Q3: 931 shares; 2025Q4: 1,208 shares; 2026Q1: 6,033 shares 6,033 $1.25M 0.08% +4,825 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: 3,076 shares; 2024Q4: 3,107 shares; 2025Q1: 3,277 shares; 2025Q2: 3,410 shares; 2025Q3: 3,317 shares; 2025Q4: 4,516 shares; 2026Q1: 4,506 shares 4,506 $1.25M 0.08% -10 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,837 shares; 2024Q4: 29,603 shares; 2025Q1: 31,993 shares; 2025Q2: 31,993 shares; 2025Q3: 31,293 shares; 2025Q4: 30,955 shares; 2026Q1: 29,752 shares 29,752 $1.24M 0.08% -1,203 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,982 shares; 2024Q4: 17,326 shares; 2025Q1: 16,647 shares; 2025Q2: 16,677 shares; 2025Q3: 16,436 shares; 2025Q4: 15,656 shares; 2026Q1: 14,715 shares 14,715 $1.22M 0.08% -941 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: 12,040 shares; 2024Q4: 12,230 shares; 2025Q1: 14,535 shares; 2025Q2: 2,341 shares; 2025Q3: 3,742 shares; 2025Q4: 3,650 shares; 2026Q1: 3,473 shares 3,473 $1.2M 0.08% -177 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,250 shares; 2024Q4: 32,715 shares; 2025Q1: 30,056 shares; 2025Q2: 30,056 shares; 2025Q3: 30,056 shares; 2025Q4: 28,802 shares; 2026Q1: 25,583 shares 25,583 $1.19M 0.08% -3,219 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: 1,576 shares; 2024Q4: 1,568 shares; 2025Q1: 1,685 shares; 2025Q2: 2,062 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares; 2026Q1: 2,019 shares 2,019 $1.15M 0.07% +77 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,820 shares; 2024Q4: 26,606 shares; 2025Q1: 26,722 shares; 2025Q2: 26,599 shares; 2025Q3: 26,483 shares; 2025Q4: 25,427 shares; 2026Q1: 25,404 shares 25,404 $1.14M 0.07% -23 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,247 shares; 2024Q4: 32,055 shares; 2025Q1: 30,614 shares; 2025Q2: 28,913 shares; 2025Q3: 28,758 shares; 2025Q4: 27,090 shares; 2026Q1: 25,380 shares 25,380 $1.09M 0.07% -1,710 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: 29,511 shares; 2024Q4: 12,532 shares; 2025Q1: 13,554 shares; 2025Q2: 21,019 shares; 2025Q3: 14,027 shares; 2025Q4: 14,957 shares; 2026Q1: 16,362 shares 16,362 $1.08M 0.07% +1,405 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: 3,524 shares; 2024Q4: 3,404 shares; 2025Q1: 3,135 shares; 2025Q2: 3,174 shares; 2025Q3: 3,250 shares; 2025Q4: 2,638 shares; 2026Q1: 3,284 shares 3,284 $1.08M 0.07% +646 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: 15,670 shares; 2024Q4: 17,359 shares; 2025Q1: 17,675 shares; 2025Q2: 15,811 shares; 2025Q3: 15,703 shares; 2025Q4: 14,820 shares; 2026Q1: 14,534 shares 14,534 $1.06M 0.07% -286 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 4,027 shares; 2025Q1: 4,920 shares; 2025Q2: 5,687 shares; 2025Q3: 6,081 shares; 2025Q4: 6,369 shares; 2026Q1: 6,960 shares 6,960 $1.06M 0.07% +591 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,010 shares; 2025Q1: 4,341 shares; 2025Q2: 9,557 shares; 2025Q3: 6,754 shares; 2025Q4: 7,029 shares; 2026Q1: 7,175 shares 7,175 $1.05M 0.07% +146 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 3,804 shares; 2025Q1: 4,101 shares; 2025Q2: 4,424 shares; 2025Q3: 4,857 shares; 2025Q4: 5,238 shares; 2026Q1: 5,443 shares 5,443 $1.03M 0.07% +205 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,432 shares; 2025Q1: 4,332 shares; 2025Q2: 4,249 shares; 2025Q3: 4,148 shares; 2025Q4: 3,693 shares; 2026Q1: 13,003 shares 13,003 $997K 0.06% +9,310 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,455 shares; 2024Q4: 18,027 shares; 2025Q1: 18,229 shares; 2025Q2: 16,629 shares; 2025Q3: 16,768 shares; 2025Q4: 16,841 shares; 2026Q1: 15,931 shares 15,931 $973K 0.06% -910 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: 4,517 shares; 2024Q4: 4,505 shares; 2025Q1: 4,505 shares; 2025Q2: 4,606 shares; 2025Q3: 4,505 shares; 2025Q4: 4,875 shares; 2026Q1: 4,537 shares 4,537 $950K 0.06% -338 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: 15,899 shares; 2024Q4: 16,494 shares; 2025Q1: 16,447 shares; 2025Q2: 20,507 shares; 2025Q3: 18,460 shares; 2025Q4: 18,326 shares; 2026Q1: 17,797 shares 17,797 $923K 0.06% -529 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: 8,505 shares; 2024Q4: 8,567 shares; 2025Q1: 7,468 shares; 2025Q2: 7,286 shares; 2025Q3: 6,840 shares; 2025Q4: 6,614 shares; 2026Q1: 5,920 shares 5,920 $904K 0.06% -694 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: 13,206 shares; 2024Q4: 14,109 shares; 2025Q1: 13,305 shares; 2025Q2: 13,130 shares; 2025Q3: 13,268 shares; 2025Q4: 13,225 shares; 2026Q1: 15,183 shares 15,183 $902K 0.06% +1,958 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 5,309 shares; 2025Q1: 5,434 shares; 2025Q2: 5,456 shares; 2025Q3: 5,518 shares; 2025Q4: 5,400 shares; 2026Q1: 5,556 shares 5,556 $885K 0.06% +156 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 39,043 shares; 2025Q1: 39,003 shares; 2025Q2: 40,212 shares; 2025Q3: 40,698 shares; 2025Q4: 41,782 shares; 2026Q1: 27,082 shares 27,082 $876K 0.06% -14,700 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: 41,684 shares; 2024Q4: 41,741 shares; 2025Q1: 8,319 shares; 2025Q2: 8,241 shares; 2025Q3: 8,046 shares; 2025Q4: 8,489 shares; 2026Q1: 8,311 shares 8,311 $867K 0.06% -178 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,235 shares; 2025Q1: 2,126 shares; 2025Q2: 2,092 shares; 2025Q3: 2,118 shares; 2025Q4: 2,847 shares; 2026Q1: 1,992 shares 1,992 $855K 0.06% -855 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 1,921 shares; 2025Q1: 2,017 shares; 2025Q2: 2,146 shares; 2025Q3: 2,233 shares; 2025Q4: 2,159 shares; 2026Q1: 2,296 shares 2,296 $845K 0.05% +137 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: 40,371 shares; 2024Q4: 41,970 shares; 2025Q1: 44,085 shares; 2025Q2: 45,793 shares; 2025Q3: 7,159 shares; 2025Q4: 10,390 shares; 2026Q1: 10,170 shares 10,170 $832K 0.05% -220 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,716 shares; 2025Q3: 4,187 shares; 2025Q4: 4,176 shares; 2026Q1: 4,749 shares 4,749 $821K 0.05% +573 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 49 shares; 2025Q2: 61 shares; 2025Q3: 71 shares; 2025Q4: 138 shares; 2026Q1: 4,278 shares 4,278 $817K 0.05% +4,140 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: 75,109 shares; 2024Q4: 76,422 shares; 2025Q1: 101,205 shares; 2025Q2: 99,057 shares; 2025Q3: 100,182 shares; 2025Q4: 105,949 shares; 2026Q1: 14,167 shares 14,167 $815K 0.05% -91,782 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,590 shares; 2024Q4: 55,504 shares; 2025Q1: 8,425 shares; 2025Q2: 7,983 shares; 2025Q3: 7,957 shares; 2025Q4: 8,002 shares; 2026Q1: 8,005 shares 8,005 $814K 0.05% +3 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: 17,438 shares; 2024Q4: 18,369 shares; 2025Q1: 33,431 shares; 2025Q2: 34,772 shares; 2025Q3: 36,523 shares; 2025Q4: 4,465 shares; 2026Q1: 4,145 shares 4,145 $806K 0.05% -320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,921 shares 3,921 $805K 0.05% new Timeline JANB 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: not reported; 2026Q1: 30,481 shares 30,481 $802K 0.05% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,872 shares; 2025Q1: 4,956 shares; 2025Q2: 5,082 shares; 2025Q3: 5,091 shares; 2025Q4: 5,172 shares; 2026Q1: 5,015 shares 5,015 $799K 0.05% -157 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: 12,660 shares; 2024Q4: 13,152 shares; 2025Q1: 14,065 shares; 2025Q2: 16,460 shares; 2025Q3: 16,213 shares; 2025Q4: 18,225 shares; 2026Q1: 17,157 shares 17,157 $794K 0.05% -1,068 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,571 shares 15,571 $792K 0.05% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,703 shares; 2024Q4: 37,727 shares; 2025Q1: 37,668 shares; 2025Q2: 51,098 shares; 2025Q3: 51,103 shares; 2025Q4: 51,724 shares; 2026Q1: 51,429 shares 51,429 $774K 0.05% -295 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 820 shares; 2025Q3: 874 shares; 2025Q4: 971 shares; 2026Q1: 1,463 shares 1,463 $767K 0.05% +492 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 2,353 shares; 2025Q3: 2,383 shares; 2025Q4: 2,396 shares; 2026Q1: 2,434 shares 2,434 $760K 0.05% +38 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,595 shares; 2024Q4: 16,595 shares; 2025Q1: 16,553 shares; 2025Q2: 16,458 shares; 2025Q3: 17,172 shares; 2025Q4: 16,844 shares; 2026Q1: 16,742 shares 16,742 $749K 0.05% -102 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,097 shares; 2025Q3: 10,097 shares; 2025Q4: 11,015 shares; 2026Q1: 10,265 shares 10,265 $747K 0.05% -750 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,320 shares; 2024Q4: 29,525 shares; 2025Q1: 25,824 shares; 2025Q2: 22,560 shares; 2025Q3: 22,560 shares; 2025Q4: 22,560 shares; 2026Q1: 17,943 shares 17,943 $741K 0.05% -4,617 Timeline GRSD GRANDSTAND LTD More: the full row for GRANDSTAND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197,898 shares 197,898 $734K 0.05% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,685 shares 8,685 $715K 0.05% new 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: 5,451 shares; 2024Q4: 5,785 shares; 2025Q1: 7,521 shares; 2025Q2: 8,878 shares; 2025Q3: 8,695 shares; 2025Q4: 8,881 shares; 2026Q1: 8,654 shares 8,654 $706K 0.05% -227 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,737 shares; 2025Q2: 15,737 shares; 2025Q3: 15,737 shares; 2025Q4: 15,428 shares; 2026Q1: 18,696 shares 18,696 $704K 0.05% +3,268 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,725 shares; 2025Q1: 2,563 shares; 2025Q2: 2,688 shares; 2025Q3: 2,857 shares; 2025Q4: 3,251 shares; 2026Q1: 3,749 shares 3,749 $701K 0.05% +498 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: 2,687 shares; 2024Q4: 2,801 shares; 2025Q1: 2,870 shares; 2025Q2: 2,538 shares; 2025Q3: 2,472 shares; 2025Q4: 2,634 shares; 2026Q1: 2,761 shares 2,761 $694K 0.04% +127 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 3,038 shares; 2026Q1: 3,126 shares 3,126 $691K 0.04% +88 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,200 shares; 2026Q1: 30,425 shares 30,425 $670K 0.04% +9,225 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,031 shares; 2025Q1: 2,114 shares; 2025Q2: 2,130 shares; 2025Q3: 2,052 shares; 2025Q4: 2,118 shares; 2026Q1: 2,037 shares 2,037 $667K 0.04% -81 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 9,648 shares; 2025Q1: 9,654 shares; 2025Q2: 8,843 shares; 2025Q3: 8,566 shares; 2025Q4: 10,503 shares; 2026Q1: 10,534 shares 10,534 $656K 0.04% +31 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,213 shares; 2025Q1: 7,200 shares; 2025Q2: 10,700 shares; 2025Q3: 10,703 shares; 2025Q4: 10,791 shares; 2026Q1: 14,200 shares 14,200 $643K 0.04% +3,409 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 23,263 shares; 2025Q4: 23,263 shares; 2026Q1: 23,263 shares 23,263 $631K 0.04% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,985 shares; 2024Q4: 54,707 shares; 2025Q1: 50,608 shares; 2025Q2: 38,137 shares; 2025Q3: 29,417 shares; 2025Q4: 29,478 shares; 2026Q1: 21,359 shares 21,359 $625K 0.04% -8,119 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,432 shares; 2024Q4: 12,432 shares; 2025Q1: 12,432 shares; 2025Q2: 15,687 shares; 2025Q3: 15,439 shares; 2025Q4: 15,439 shares; 2026Q1: 15,439 shares 15,439 $624K 0.04% 0 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: 614 shares; 2024Q4: 639 shares; 2025Q1: 664 shares; 2025Q2: 702 shares; 2025Q3: 692 shares; 2025Q4: 706 shares; 2026Q1: 736 shares 736 $620K 0.04% +30 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: 5,842 shares; 2024Q4: 5,473 shares; 2025Q1: 5,337 shares; 2025Q2: 5,665 shares; 2025Q3: 5,467 shares; 2025Q4: 5,634 shares; 2026Q1: 6,329 shares 6,329 $619K 0.04% +695 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 14,307 shares; 2025Q4: 14,309 shares; 2026Q1: 14,310 shares 14,310 $613K 0.04% +1 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: 16,830 shares; 2024Q4: 16,730 shares; 2025Q1: 16,998 shares; 2025Q2: 17,879 shares; 2025Q3: 20,359 shares; 2025Q4: 20,491 shares; 2026Q1: 22,161 shares 22,161 $605K 0.04% +1,670 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 306 shares; 2025Q4: 322 shares; 2026Q1: 338 shares 338 $603K 0.04% +16 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 341 shares; 2025Q3: 356 shares; 2025Q4: 402 shares; 2026Q1: 408 shares 408 $596K 0.04% +6 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: 2,165 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 2,661 shares; 2026Q1: 2,629 shares 2,629 $594K 0.04% -32 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 287 shares; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 375 shares; 2025Q4: 873 shares; 2026Q1: 714 shares 714 $576K 0.04% -159 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: 1,209 shares; 2025Q1: 1,293 shares; 2025Q2: 1,829 shares; 2025Q3: 1,999 shares; 2025Q4: 2,142 shares; 2026Q1: 2,808 shares 2,808 $569K 0.04% +666 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: 1,144 shares; 2025Q4: 1,335 shares; 2026Q1: 1,386 shares 1,386 $568K 0.04% +51 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,466 shares; 2026Q1: 1,478 shares 1,478 $567K 0.04% +12 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 7,258 shares; 2025Q1: 7,379 shares; 2025Q2: 9,009 shares; 2025Q3: 10,451 shares; 2025Q4: 11,340 shares; 2026Q1: 12,053 shares 12,053 $554K 0.04% +713 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: not reported; 2025Q3: 10,256 shares; 2025Q4: 10,747 shares; 2026Q1: 16,447 shares 16,447 $553K 0.04% +5,700 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: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 830 shares 830 $552K 0.04% +276 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,453 shares 18,453 $549K 0.04% new 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: not reported; 2024Q4: 4,357 shares; 2025Q1: not reported; 2025Q2: 4,452 shares; 2025Q3: 4,481 shares; 2025Q4: 4,481 shares; 2026Q1: 8,007 shares 8,007 $543K 0.04% +3,526 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 143 shares; 2025Q3: 144 shares; 2025Q4: 146 shares; 2026Q1: 148 shares 148 $535K 0.03% +2 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,834 shares; 2025Q3: 5,776 shares; 2025Q4: 7,057 shares; 2026Q1: 7,027 shares 7,027 $529K 0.03% -30 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: not reported; 2024Q4: 1,598 shares; 2025Q1: 1,528 shares; 2025Q2: 1,451 shares; 2025Q3: 1,498 shares; 2025Q4: 1,293 shares; 2026Q1: 2,338 shares 2,338 $529K 0.03% +1,045 Timeline ILCG 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: 4,860 shares; 2024Q4: 4,860 shares; 2025Q1: 4,860 shares; 2025Q2: 4,860 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares; 2026Q1: 4,860 shares 4,860 $523K 0.03% 0 Timeline PSMR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,329 shares; 2024Q4: 25,329 shares; 2025Q1: 25,329 shares; 2025Q2: 25,329 shares; 2025Q3: 25,329 shares; 2025Q4: 25,329 shares; 2026Q1: 16,459 shares 16,459 $517K 0.03% -8,870 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,844 shares; 2026Q1: 12,844 shares 12,844 $513K 0.03% 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: 10,717 shares; 2024Q4: 10,497 shares; 2025Q1: 11,279 shares; 2025Q2: 11,552 shares; 2025Q3: 9,808 shares; 2025Q4: 15,708 shares; 2026Q1: 17,636 shares 17,636 $512K 0.03% +1,928 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,285 shares; 2025Q4: not reported; 2026Q1: 4,214 shares 4,214 $511K 0.03% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,551 shares; 2024Q4: 15,403 shares; 2025Q1: 14,504 shares; 2025Q2: 14,550 shares; 2025Q3: 14,639 shares; 2025Q4: 14,643 shares; 2026Q1: 14,421 shares 14,421 $509K 0.03% -222 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: 551 shares; 2024Q4: 569 shares; 2025Q1: 648 shares; 2025Q2: 769 shares; 2025Q3: 793 shares; 2025Q4: 769 shares; 2026Q1: 1,018 shares 1,018 $504K 0.03% +249 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: 3,888 shares; 2024Q4: 3,901 shares; 2025Q1: 3,905 shares; 2025Q2: 4,052 shares; 2025Q3: 4,033 shares; 2025Q4: 4,014 shares; 2026Q1: 4,198 shares 4,198 $495K 0.03% +184 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 17,955 shares; 2025Q3: 17,955 shares; 2025Q4: 17,955 shares; 2026Q1: 17,955 shares 17,955 $489K 0.03% 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: 1,316 shares; 2024Q4: 1,583 shares; 2025Q1: 1,540 shares; 2025Q2: 1,535 shares; 2025Q3: 1,570 shares; 2025Q4: 1,544 shares; 2026Q1: 2,213 shares 2,213 $485K 0.03% +669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,209 shares; 2026Q1: 2,298 shares 2,298 $478K 0.03% +89 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,529 shares; 2024Q4: 14,118 shares; 2025Q1: 13,137 shares; 2025Q2: 13,137 shares; 2025Q3: 11,963 shares; 2025Q4: 10,964 shares; 2026Q1: 10,708 shares 10,708 $475K 0.03% -256 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,852 shares; 2025Q3: 4,916 shares; 2025Q4: 5,117 shares; 2026Q1: 6,049 shares 6,049 $468K 0.03% +932 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 1,105 shares; 2025Q4: 1,346 shares; 2026Q1: 1,431 shares 1,431 $466K 0.03% +85 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 293 shares; 2025Q1: 284 shares; 2025Q2: 4,314 shares; 2025Q3: 4,340 shares; 2025Q4: 5,066 shares; 2026Q1: 4,946 shares 4,946 $464K 0.03% -120 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: 1,064 shares; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 881 shares; 2025Q3: 998 shares; 2025Q4: 1,108 shares; 2026Q1: 1,235 shares 1,235 $463K 0.03% +127 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,033 shares 13,033 $460K 0.03% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,175 shares; 2025Q1: 2,172 shares; 2025Q2: 2,513 shares; 2025Q3: 2,619 shares; 2025Q4: 2,611 shares; 2026Q1: 2,805 shares 2,805 $450K 0.03% +194 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,252 shares; 2026Q1: 1,177 shares 1,177 $447K 0.03% -75 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 16,710 shares; 2025Q1: 16,713 shares; 2025Q2: 16,701 shares; 2025Q3: 16,700 shares; 2025Q4: 16,719 shares; 2026Q1: 16,726 shares 16,726 $444K 0.03% +7 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,166 shares; 2025Q1: 2,350 shares; 2025Q2: 2,822 shares; 2025Q3: 2,891 shares; 2025Q4: 3,076 shares; 2026Q1: 3,314 shares 3,314 $442K 0.03% +238 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,034 shares; 2024Q4: 25,485 shares; 2025Q1: 21,673 shares; 2025Q2: 19,822 shares; 2025Q3: 19,534 shares; 2025Q4: 17,030 shares; 2026Q1: 16,852 shares 16,852 $441K 0.03% -178 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 7,589 shares; 2025Q1: 15,579 shares; 2025Q2: 1,412 shares; 2025Q3: 1,558 shares; 2025Q4: 1,864 shares; 2026Q1: 1,783 shares 1,783 $441K 0.03% -81 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 2,887 shares; 2026Q1: 2,886 shares 2,886 $439K 0.03% -1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,856 shares; 2025Q1: 1,873 shares; 2025Q2: 1,514 shares; 2025Q3: 1,512 shares; 2025Q4: 1,613 shares; 2026Q1: 1,567 shares 1,567 $435K 0.03% -46 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 492 shares; 2025Q3: 503 shares; 2025Q4: 485 shares; 2026Q1: 446 shares 446 $434K 0.03% -39 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,132 shares; 2024Q4: 357,215 shares; 2025Q1: 373,114 shares; 2025Q2: 363,924 shares; 2025Q3: 352,748 shares; 2025Q4: 352,981 shares; 2026Q1: 10,689 shares 10,689 $432K 0.03% -342,292 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,857 shares; 2024Q4: 10,391 shares; 2025Q1: 98,164 shares; 2025Q2: 8,858 shares; 2025Q3: 8,437 shares; 2025Q4: 8,383 shares; 2026Q1: 5,227 shares 5,227 $428K 0.03% -3,156 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,504 shares 3,504 $426K 0.03% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,735 shares; 2025Q1: 3,362 shares; 2025Q2: 3,381 shares; 2025Q3: 3,271 shares; 2025Q4: 3,454 shares; 2026Q1: 3,666 shares 3,666 $425K 0.03% +212 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: 60,946 shares; 2024Q4: 60,946 shares; 2025Q1: 60,946 shares; 2025Q2: 10,065 shares; 2025Q3: 10,065 shares; 2025Q4: 10,065 shares; 2026Q1: 10,065 shares 10,065 $422K 0.03% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 6,444 shares; 2025Q1: 6,087 shares; 2025Q2: 5,313 shares; 2025Q3: 5,028 shares; 2025Q4: 4,072 shares; 2026Q1: 3,556 shares 3,556 $421K 0.03% -516 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,565 shares; 2025Q4: not reported; 2026Q1: 1,968 shares 1,968 $418K 0.03% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,942 shares 3,942 $415K 0.03% new Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 7,840 shares; 2025Q1: 7,840 shares; 2025Q2: 7,840 shares; 2025Q3: 10,094 shares; 2025Q4: 10,094 shares; 2026Q1: 10,094 shares 10,094 $413K 0.03% 0 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,390 shares; 2026Q1: 11,390 shares 11,390 $407K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 12,854 shares; 2025Q1: 636 shares; 2025Q2: 764 shares; 2025Q3: 758 shares; 2025Q4: 962 shares; 2026Q1: 896 shares 896 $405K 0.03% -66 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,542 shares; 2026Q1: 10,280 shares 10,280 $399K 0.03% -262 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,823 shares; 2025Q4: 2,135 shares; 2026Q1: 2,832 shares 2,832 $396K 0.03% +697 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: not reported; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 3,297 shares; 2025Q3: 3,732 shares; 2025Q4: 4,163 shares; 2026Q1: 4,262 shares 4,262 $392K 0.03% +99 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 521 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 449 shares; 2025Q4: 465 shares; 2026Q1: 3,874 shares 3,874 $391K 0.03% +3,409 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,347 shares; 2024Q4: 67,405 shares; 2025Q1: 38,351 shares; 2025Q2: 38,410 shares; 2025Q3: 38,410 shares; 2025Q4: 29,193 shares; 2026Q1: 29,194 shares 29,194 $391K 0.03% +1 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,334 shares; 2025Q1: 2,370 shares; 2025Q2: 2,497 shares; 2025Q3: 2,503 shares; 2025Q4: 2,548 shares; 2026Q1: 2,506 shares 2,506 $387K 0.02% -42 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: 14,066 shares; 2024Q4: 14,495 shares; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 762 shares; 2025Q4: 1,073 shares; 2026Q1: 1,137 shares 1,137 $387K 0.02% +64 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,045 shares; 2024Q4: 27,917 shares; 2025Q1: 27,936 shares; 2025Q2: 29,051 shares; 2025Q3: 29,814 shares; 2025Q4: 1,775 shares; 2026Q1: 1,762 shares 1,762 $386K 0.02% -13 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 504 shares; 2026Q1: 491 shares 491 $384K 0.02% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948 shares; 2025Q4: 2,424 shares; 2026Q1: 2,760 shares 2,760 $381K 0.02% +336 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 613 shares; 2025Q4: 836 shares; 2026Q1: 803 shares 803 $379K 0.02% -33 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 9,416 shares; 2025Q1: 9,416 shares; 2025Q2: 9,416 shares; 2025Q3: 9,416 shares; 2025Q4: 9,416 shares; 2026Q1: 9,416 shares 9,416 $379K 0.02% 0 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,435 shares; 2025Q2: 21,435 shares; 2025Q3: 21,435 shares; 2025Q4: 13,650 shares; 2026Q1: 13,650 shares 13,650 $378K 0.02% 0 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: 7,634 shares; 2024Q4: 7,561 shares; 2025Q1: 7,774 shares; 2025Q2: 8,460 shares; 2025Q3: 7,809 shares; 2025Q4: 6,710 shares; 2026Q1: 6,727 shares 6,727 $378K 0.02% +17 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,154 shares; 2025Q4: 5,433 shares; 2026Q1: 5,563 shares 5,563 $376K 0.02% +130 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 13,696 shares; 2026Q1: 16,177 shares 16,177 $372K 0.02% +2,481 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 888 shares; 2025Q1: 932 shares; 2025Q2: 957 shares; 2025Q3: 941 shares; 2025Q4: 962 shares; 2026Q1: 1,087 shares 1,087 $364K 0.02% +125 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,166 shares; 2025Q3: 1,037 shares; 2025Q4: 1,280 shares; 2026Q1: 1,469 shares 1,469 $364K 0.02% +189 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: 3,190 shares; 2024Q4: 2,709 shares; 2025Q1: 2,460 shares; 2025Q2: 2,557 shares; 2025Q3: 2,501 shares; 2025Q4: 2,734 shares; 2026Q1: 3,420 shares 3,420 $364K 0.02% +686 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,394 shares; 2025Q2: 1,460 shares; 2025Q3: 1,537 shares; 2025Q4: 1,632 shares; 2026Q1: 1,752 shares 1,752 $362K 0.02% +120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 832 shares; 2026Q1: 915 shares 915 $361K 0.02% +83 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 3,232 shares; 2025Q1: 3,191 shares; 2025Q2: 3,117 shares; 2025Q3: 3,154 shares; 2025Q4: 3,582 shares; 2026Q1: 3,856 shares 3,856 $357K 0.02% +274 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 215 shares; 2025Q1: 207 shares; 2025Q2: 225 shares; 2025Q3: 221 shares; 2025Q4: 260 shares; 2026Q1: 304 shares 304 $356K 0.02% +44 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,707 shares 13,707 $352K 0.02% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,717 shares; 2025Q4: 2,148 shares; 2026Q1: 2,075 shares 2,075 $352K 0.02% -73 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,603 shares; 2026Q1: 5,012 shares 5,012 $352K 0.02% -591 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: 3,629 shares; 2024Q4: 4,528 shares; 2025Q1: 4,474 shares; 2025Q2: 4,079 shares; 2025Q3: 4,353 shares; 2025Q4: 4,105 shares; 2026Q1: 4,372 shares 4,372 $351K 0.02% +267 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,115 shares; 2025Q1: 3,108 shares; 2025Q2: 4,043 shares; 2025Q3: 4,064 shares; 2025Q4: 3,891 shares; 2026Q1: 3,991 shares 3,991 $350K 0.02% +100 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,141 shares 1,141 $348K 0.02% -149 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 3,640 shares; 2025Q4: 3,640 shares; 2026Q1: 3,640 shares 3,640 $348K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 972 shares; 2025Q4: 1,477 shares; 2026Q1: 1,430 shares 1,430 $348K 0.02% -47 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 6,113 shares; 2025Q1: 7,879 shares; 2025Q2: 7,879 shares; 2025Q3: 7,879 shares; 2025Q4: 7,208 shares; 2026Q1: 7,208 shares 7,208 $347K 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: 3,125 shares; 2024Q4: 3,682 shares; 2025Q1: 3,587 shares; 2025Q2: 4,772 shares; 2025Q3: 5,139 shares; 2025Q4: 6,505 shares; 2026Q1: 7,387 shares 7,387 $345K 0.02% +882 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,434 shares; 2026Q1: 3,151 shares 3,151 $344K 0.02% +717 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: not reported; 2026Q1: 2,544 shares 2,544 $343K 0.02% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,839 shares 2,839 $340K 0.02% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,403 shares; 2025Q4: 18,681 shares; 2026Q1: 6,666 shares 6,666 $337K 0.02% -12,015 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,013 shares; 2026Q1: 5,899 shares 5,899 $336K 0.02% -114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,077 shares 4,077 $334K 0.02% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 1,252 shares; 2025Q4: 1,720 shares; 2026Q1: 1,214 shares 1,214 $332K 0.02% -506 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,514 shares 2,514 $332K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: 996 shares; 2025Q3: 938 shares; 2025Q4: 1,137 shares; 2026Q1: 1,459 shares 1,459 $326K 0.02% +322 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 213 shares 213 $326K 0.02% new Timeline TARGET CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,446 shares; 2026Q1: 2,454 shares 2,454 $324K 0.02% +8 FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares 1,364 $323K 0.02% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares; 2025Q3: 1,344 shares; 2025Q4: 1,344 shares; 2026Q1: 1,341 shares 1,341 $323K 0.02% -3 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 807 shares; 2025Q4: not reported; 2026Q1: 1,184 shares 1,184 $320K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 7,045 shares; 2025Q1: not reported; 2025Q2: 7,939 shares; 2025Q3: 6,579 shares; 2025Q4: 6,920 shares; 2026Q1: 7,362 shares 7,362 $319K 0.02% +442 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,096 shares; 2025Q2: 2,104 shares; 2025Q3: 2,354 shares; 2025Q4: 2,419 shares; 2026Q1: 2,404 shares 2,404 $319K 0.02% -15 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,243 shares; 2026Q1: 3,079 shares 3,079 $319K 0.02% -164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,894 shares; 2026Q1: 5,592 shares 5,592 $318K 0.02% +1,698 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,687 shares; 2025Q1: 7,857 shares; 2025Q2: 7,857 shares; 2025Q3: 7,857 shares; 2025Q4: 7,857 shares; 2026Q1: 7,857 shares 7,857 $318K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 1,088 shares; 2026Q1: 1,171 shares 1,171 $317K 0.02% +83 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares; 2026Q1: 2,055 shares 2,055 $316K 0.02% +187 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,173 shares; 2025Q2: 7,173 shares; 2025Q3: 7,173 shares; 2025Q4: 7,173 shares; 2026Q1: 7,173 shares 7,173 $314K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 934 shares; 2025Q4: 1,005 shares; 2026Q1: 1,157 shares 1,157 $314K 0.02% +152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783 shares; 2026Q1: 949 shares 949 $312K 0.02% +166 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,119 shares; 2025Q1: 1,135 shares; 2025Q2: 1,206 shares; 2025Q3: 1,214 shares; 2025Q4: 1,150 shares; 2026Q1: 1,207 shares 1,207 $311K 0.02% +57 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: 777 shares; 2025Q4: 799 shares; 2026Q1: 952 shares 952 $310K 0.02% +153 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,203 shares; 2025Q2: 15,706 shares; 2025Q3: 17,356 shares; 2025Q4: 17,868 shares; 2026Q1: 15,578 shares 15,578 $310K 0.02% -2,290 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 10,608 shares; 2025Q1: 10,571 shares; 2025Q2: 11,080 shares; 2025Q3: 11,262 shares; 2025Q4: 12,076 shares; 2026Q1: 13,123 shares 13,123 $307K 0.02% +1,047 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 544 shares; 2026Q1: 534 shares 534 $304K 0.02% -10 Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: 2,264 shares; 2025Q4: 2,717 shares; 2026Q1: 2,318 shares 2,318 $298K 0.02% -399 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 600 shares; 2025Q4: 632 shares; 2026Q1: 622 shares 622 $298K 0.02% -10 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,172 shares; 2025Q3: 2,045 shares; 2025Q4: 2,415 shares; 2026Q1: 2,722 shares 2,722 $294K 0.02% +307 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 748 shares; 2026Q1: 697 shares 697 $293K 0.02% -51 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: 433 shares; 2024Q4: 432 shares; 2025Q1: 557 shares; 2025Q2: 521 shares; 2025Q3: 463 shares; 2025Q4: 496 shares; 2026Q1: 477 shares 477 $291K 0.02% -19 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,445 shares; 2025Q2: 5,518 shares; 2025Q3: 5,743 shares; 2025Q4: 6,104 shares; 2026Q1: 6,181 shares 6,181 $290K 0.02% +77 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 761 shares; 2026Q1: 744 shares 744 $288K 0.02% -17 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 843 shares 843 $287K 0.02% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,547 shares; 2026Q1: 3,751 shares 3,751 $286K 0.02% +204 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 1,072 shares; 2025Q4: 1,439 shares; 2026Q1: 1,160 shares 1,160 $285K 0.02% -279 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: 2,303 shares; 2024Q4: 2,378 shares; 2025Q1: 2,681 shares; 2025Q2: 2,635 shares; 2025Q3: 2,621 shares; 2025Q4: 5,020 shares; 2026Q1: 4,499 shares 4,499 $285K 0.02% -521 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 394 shares 394 $283K 0.02% +13 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,538 shares; 2024Q4: 14,538 shares; 2025Q1: 14,538 shares; 2025Q2: 14,412 shares; 2025Q3: 13,628 shares; 2025Q4: 7,651 shares; 2026Q1: 5,951 shares 5,951 $283K 0.02% -1,700 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares 826 $280K 0.02% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 692 shares 692 $280K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 849 shares 849 $279K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,504 shares; 2025Q4: 7,637 shares; 2026Q1: 4,065 shares 4,065 $278K 0.02% -3,572 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,074 shares; 2026Q1: 1,107 shares 1,107 $278K 0.02% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,025 shares 2,025 $278K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,675 shares 1,675 $277K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,547 shares; 2025Q3: 7,447 shares; 2025Q4: 7,638 shares; 2026Q1: 8,768 shares 8,768 $277K 0.02% +1,130 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,811 shares 1,811 $273K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,833 shares; 2025Q4: not reported; 2026Q1: 3,066 shares 3,066 $272K 0.02% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 9,680 shares; 2025Q3: 9,827 shares; 2025Q4: 12,501 shares; 2026Q1: 9,916 shares 9,916 $271K 0.02% -2,585 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,197 shares; 2025Q4: 2,370 shares; 2026Q1: 2,437 shares 2,437 $271K 0.02% +67 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: 2,750 shares; 2024Q4: not reported; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,759 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $270K 0.02% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS 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: 2,163 shares; 2026Q1: 2,045 shares 2,045 $269K 0.02% -118 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 610 shares; 2025Q1: 647 shares; 2025Q2: 655 shares; 2025Q3: 653 shares; 2025Q4: 576 shares; 2026Q1: 602 shares 602 $268K 0.02% +26 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 32,908 shares 32,908 $267K 0.02% new Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,960 shares; 2025Q4: 8,960 shares; 2026Q1: 8,960 shares 8,960 $265K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,216 shares; 2026Q1: 2,345 shares 2,345 $265K 0.02% +129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,170 shares 1,170 $264K 0.02% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 705 shares; 2025Q4: 724 shares; 2026Q1: 971 shares 971 $264K 0.02% +247 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 847 shares; 2025Q1: 732 shares; 2025Q2: 870 shares; 2025Q3: 1,142 shares; 2025Q4: 1,031 shares; 2026Q1: 773 shares 773 $259K 0.02% -258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,871 shares; 2025Q3: 1,639 shares; 2025Q4: 1,847 shares; 2026Q1: 1,778 shares 1,778 $257K 0.02% -69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares 965 $256K 0.02% new Timeline DDTD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,062 shares; 2026Q1: 13,062 shares 13,062 $256K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 4,996 shares 4,996 $255K 0.02% new 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: 40,050 shares; 2024Q4: 38,144 shares; 2025Q1: 38,301 shares; 2025Q2: 36,490 shares; 2025Q3: 35,684 shares; 2025Q4: 18,482 shares; 2026Q1: 1,647 shares 1,647 $254K 0.02% -16,835 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,679 shares; 2026Q1: 1,791 shares 1,791 $254K 0.02% +112 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,549 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,813 shares 4,813 $254K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares; 2025Q4: not reported; 2026Q1: 1,149 shares 1,149 $253K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 4,120 shares; 2025Q1: 4,081 shares; 2025Q2: 3,516 shares; 2025Q3: 2,168 shares; 2025Q4: 1,853 shares; 2026Q1: 1,927 shares 1,927 $253K 0.02% +74 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,081 shares 1,081 $252K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,794 shares; 2026Q1: 3,171 shares 3,171 $251K 0.02% +377 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,738 shares; 2026Q1: 9,180 shares 9,180 $251K 0.02% -558 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,592 shares; 2025Q1: 3,725 shares; 2025Q2: 3,897 shares; 2025Q3: 4,142 shares; 2025Q4: 3,618 shares; 2026Q1: 4,926 shares 4,926 $251K 0.02% +1,308 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,785 shares; 2026Q1: 1,747 shares 1,747 $251K 0.02% -38 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 5,013 shares; 2025Q4: 5,013 shares; 2026Q1: 5,013 shares 5,013 $250K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,275 shares; 2025Q1: 1,283 shares; 2025Q2: 1,288 shares; 2025Q3: 1,258 shares; 2025Q4: 1,149 shares; 2026Q1: 1,397 shares 1,397 $250K 0.02% +248 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,959 shares 6,959 $250K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,754 shares; 2025Q1: 2,880 shares; 2025Q2: 3,027 shares; 2025Q3: 3,218 shares; 2025Q4: 3,168 shares; 2026Q1: 3,341 shares 3,341 $250K 0.02% +173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,967 shares; 2026Q1: 3,864 shares 3,864 $250K 0.02% -103 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,897 shares; 2024Q4: 167,458 shares; 2025Q1: 7,936 shares; 2025Q2: 7,936 shares; 2025Q3: 7,696 shares; 2025Q4: 6,970 shares; 2026Q1: 6,861 shares 6,861 $249K 0.02% -109 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: 8,453 shares; 2024Q4: 8,453 shares; 2025Q1: 8,453 shares; 2025Q2: 8,453 shares; 2025Q3: 8,453 shares; 2025Q4: 8,453 shares; 2026Q1: 8,453 shares 8,453 $248K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 420 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463 shares; 2026Q1: 565 shares 565 $247K 0.02% +102 Timeline IHE 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: 2,505 shares; 2026Q1: 2,847 shares 2,847 $246K 0.02% +342 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,442 shares; 2025Q4: not reported; 2026Q1: 3,686 shares 3,686 $246K 0.02% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,895 shares; 2026Q1: 1,846 shares 1,846 $244K 0.02% -49 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 3,091 shares; 2025Q4: 3,091 shares; 2026Q1: 3,091 shares 3,091 $239K 0.02% 0 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,931 shares 6,931 $238K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 3,357 shares; 2025Q1: 5,283 shares; 2025Q2: 5,180 shares; 2025Q3: 5,160 shares; 2025Q4: 4,745 shares; 2026Q1: 3,854 shares 3,854 $238K 0.02% -891 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,841 shares; 2025Q1: 3,886 shares; 2025Q2: 3,786 shares; 2025Q3: 3,996 shares; 2025Q4: 4,246 shares; 2026Q1: 4,054 shares 4,054 $237K 0.02% -192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,136 shares 5,136 $236K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,666 shares; 2025Q1: 1,767 shares; 2025Q2: 1,943 shares; 2025Q3: 1,764 shares; 2025Q4: not reported; 2026Q1: 2,509 shares 2,509 $235K 0.02% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,217 shares 1,217 $234K 0.02% new Timeline DURA VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,437 shares 6,437 $234K 0.02% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares 383 $232K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 1,577 shares; 2025Q4: 1,544 shares; 2026Q1: 1,553 shares 1,553 $231K 0.01% +9 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,149 shares; 2026Q1: 1,137 shares 1,137 $230K 0.01% -12 Timeline VTES 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 2,249 shares; 2026Q1: 2,249 shares 2,249 $228K 0.01% 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: 574 shares; 2024Q4: 585 shares; 2025Q1: 602 shares; 2025Q2: 597 shares; 2025Q3: 607 shares; 2025Q4: 532 shares; 2026Q1: 494 shares 494 $228K 0.01% -38 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 510 shares; 2026Q1: 480 shares 480 $227K 0.01% -30 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 4,924 shares; 2025Q4: 4,962 shares; 2026Q1: 4,974 shares 4,974 $226K 0.01% +12 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 602 shares 602 $226K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,003 shares; 2025Q1: 2,257 shares; 2025Q2: 2,712 shares; 2025Q3: 2,209 shares; 2025Q4: 2,048 shares; 2026Q1: 1,910 shares 1,910 $226K 0.01% -138 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,875 shares 4,875 $226K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,277 shares 3,277 $225K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $225K 0.01% new Timeline FJAN 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: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 4,610 shares; 2025Q3: 4,610 shares; 2025Q4: 4,610 shares; 2026Q1: 4,226 shares 4,226 $224K 0.01% -384 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 3,618 shares 3,618 $224K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 981 shares 981 $224K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,296 shares 1,296 $223K 0.01% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 2,547 shares; 2026Q1: 2,547 shares 2,547 $223K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,124 shares 1,124 $220K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 997 shares 997 $219K 0.01% new Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,346 shares 5,346 $219K 0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 452 shares; 2025Q4: 469 shares; 2026Q1: 486 shares 486 $218K 0.01% +17 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares; 2026Q1: 1,255 shares 1,255 $218K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 3,865 shares; 2025Q1: 8,270 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268 shares; 2026Q1: 291 shares 291 $217K 0.01% +23 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 649 shares 649 $217K 0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,316 shares 3,316 $217K 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,234 shares; 2026Q1: 3,224 shares 3,224 $215K 0.01% -10 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,059 shares 1,059 $214K 0.01% new Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 5,155 shares 5,155 $213K 0.01% new Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 4,082 shares; 2025Q4: 4,082 shares; 2026Q1: 4,082 shares 4,082 $213K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,448 shares 2,448 $213K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,514 shares; 2026Q1: 1,739 shares 1,739 $212K 0.01% +225 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares 1,213 $211K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,340 shares; 2026Q1: 2,170 shares 2,170 $211K 0.01% -170 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 444 shares 444 $208K 0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,744 shares 1,744 $207K 0.01% new Timeline OCTB 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: 7,875 shares; 2026Q1: 7,875 shares 7,875 $206K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares 618 $206K 0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 549 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 574 shares 574 $205K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,582 shares; 2025Q1: 10,593 shares; 2025Q2: 17,855 shares; 2025Q3: 23,096 shares; 2025Q4: 53,755 shares; 2026Q1: 1,867 shares 1,867 $205K 0.01% -51,888 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,314 shares 2,314 $204K 0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares 225 $203K 0.01% new Timeline PSMD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,067 shares 6,067 $202K 0.01% new 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: 4,497 shares; 2024Q4: 4,697 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,463 shares 3,463 $202K 0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS 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: 3,552 shares 3,552 $201K 0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR 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: 790 shares; 2026Q1: 792 shares 792 $200K 0.01% +2 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: 10,331 shares; 2024Q4: 11,429 shares; 2025Q1: 14,487 shares; 2025Q2: 13,783 shares; 2025Q3: 14,115 shares; 2025Q4: 15,152 shares; 2026Q1: 14,972 shares 14,972 $191K 0.01% -180 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,698 shares; 2024Q4: 12,687 shares; 2025Q1: 11,741 shares; 2025Q2: 12,065 shares; 2025Q3: 11,260 shares; 2025Q4: 10,204 shares; 2026Q1: 10,810 shares 10,810 $187K 0.01% +606 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,919 shares; 2026Q1: 14,430 shares 14,430 $178K 0.01% +2,511 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,022 shares; 2025Q2: 10,000 shares; 2025Q3: 10,141 shares; 2025Q4: 10,004 shares; 2026Q1: 10,307 shares 10,307 $160K 0.01% +303 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL 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: 16,405 shares; 2025Q3: 16,032 shares; 2025Q4: 15,709 shares; 2026Q1: 15,524 shares 15,524 $137K 0.01% -185 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 12,175 shares 12,175 $100K 0.01% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,299 shares 10,299 $85.5K 0.01% new Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,951 shares 11,951 $74.2K <0.01% new Timeline