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: 1,040,160 shares; 2024Q4: 1,028,505 shares; 2025Q1: 1,027,464 shares; 2025Q2: 1,019,483 shares; 2025Q3: 998,419 shares; 2025Q4: 969,285 shares; 2026Q1: 963,042 shares 963,042 $109M 6.09% -6,243 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: 147,297 shares; 2024Q4: 121,467 shares; 2025Q1: 124,718 shares; 2025Q2: 122,837 shares; 2025Q3: 120,761 shares; 2025Q4: 120,357 shares; 2026Q1: 116,822 shares 116,822 $76.3M 4.27% -3,535 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: 291,858 shares; 2024Q4: 277,885 shares; 2025Q1: 274,341 shares; 2025Q2: 269,167 shares; 2025Q3: 259,728 shares; 2025Q4: 248,120 shares; 2026Q1: 252,026 shares 252,026 $64M 3.58% +3,906 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: 292,011 shares; 2024Q4: 292,201 shares; 2025Q1: 297,613 shares; 2025Q2: 297,095 shares; 2025Q3: 295,100 shares; 2025Q4: 295,108 shares; 2026Q1: 295,197 shares 295,197 $62.3M 3.48% +89 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: 338,742 shares; 2024Q4: 410,414 shares; 2025Q1: 463,097 shares; 2025Q2: 495,785 shares; 2025Q3: 501,035 shares; 2025Q4: 515,922 shares; 2026Q1: 546,445 shares 546,445 $53.5M 2.99% +30,523 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: 387,260 shares; 2024Q4: 517,209 shares; 2025Q1: 610,727 shares; 2025Q2: 662,146 shares; 2025Q3: 690,706 shares; 2025Q4: 725,300 shares; 2026Q1: 784,446 shares 784,446 $44.4M 2.48% +59,146 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: 348,681 shares; 2024Q4: 360,087 shares; 2025Q1: 453,027 shares; 2025Q2: 464,797 shares; 2025Q3: 469,409 shares; 2025Q4: 486,479 shares; 2026Q1: 636,768 shares 636,768 $43M 2.4% +150,289 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,639 shares; 2024Q4: 237,137 shares; 2025Q1: 237,682 shares; 2025Q2: 239,173 shares; 2025Q3: 241,011 shares; 2025Q4: 243,878 shares; 2026Q1: 224,220 shares 224,220 $29.7M 1.66% -19,658 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: 145,848 shares; 2024Q4: 146,287 shares; 2025Q1: 147,378 shares; 2025Q2: 149,080 shares; 2025Q3: 150,787 shares; 2025Q4: 151,988 shares; 2026Q1: 154,386 shares 154,386 $29.3M 1.64% +2,398 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,724 shares; 2024Q4: 285,487 shares; 2025Q1: 286,054 shares; 2025Q2: 288,299 shares; 2025Q3: 290,485 shares; 2025Q4: 292,200 shares; 2026Q1: 297,885 shares 297,885 $28.9M 1.62% +5,685 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: 82,412 shares; 2024Q4: 80,679 shares; 2025Q1: 81,977 shares; 2025Q2: 81,502 shares; 2025Q3: 80,840 shares; 2025Q4: 78,068 shares; 2026Q1: 77,394 shares 77,394 $28.6M 1.6% -674 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: 142,311 shares; 2024Q4: 142,169 shares; 2025Q1: 141,009 shares; 2025Q2: 143,156 shares; 2025Q3: 143,831 shares; 2025Q4: 144,791 shares; 2026Q1: 144,342 shares 144,342 $28.3M 1.58% -449 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: 104,779 shares; 2024Q4: 111,703 shares; 2025Q1: 149,670 shares; 2025Q2: 157,245 shares; 2025Q3: 162,320 shares; 2025Q4: 166,227 shares; 2026Q1: 211,859 shares 211,859 $26.3M 1.47% +45,632 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,070 shares; 2024Q4: 263,408 shares; 2025Q1: 267,693 shares; 2025Q2: 278,009 shares; 2025Q3: 280,629 shares; 2025Q4: 284,869 shares; 2026Q1: 256,372 shares 256,372 $25.8M 1.44% -28,497 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,457 shares; 2024Q4: 281,016 shares; 2025Q1: 349,085 shares; 2025Q2: 424,303 shares; 2025Q3: 426,599 shares; 2025Q4: 522,686 shares; 2026Q1: 547,551 shares 547,551 $25.7M 1.44% +24,865 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,298 shares; 2024Q4: 220,626 shares; 2025Q1: 222,949 shares; 2025Q2: 229,670 shares; 2025Q3: 248,601 shares; 2025Q4: 247,289 shares; 2026Q1: 286,011 shares 286,011 $23.6M 1.32% +38,722 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: 91,606 shares; 2024Q4: 84,598 shares; 2025Q1: 84,645 shares; 2025Q2: 83,059 shares; 2025Q3: 80,946 shares; 2025Q4: 78,471 shares; 2026Q1: 76,710 shares 76,710 $22.6M 1.26% -1,761 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 54,683 shares; 2025Q1: 161,727 shares; 2025Q2: 187,383 shares; 2025Q3: 200,272 shares; 2025Q4: 218,425 shares; 2026Q1: 233,967 shares 233,967 $22.2M 1.24% +15,542 Timeline VNLA 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: 408,939 shares; 2024Q4: 430,554 shares; 2025Q1: 425,708 shares; 2025Q2: 421,918 shares; 2025Q3: 417,948 shares; 2025Q4: 434,135 shares; 2026Q1: 446,268 shares 446,268 $21.8M 1.22% +12,133 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: 90,293 shares; 2024Q4: 91,259 shares; 2025Q1: 94,190 shares; 2025Q2: 91,476 shares; 2025Q3: 87,892 shares; 2025Q4: 77,919 shares; 2026Q1: 72,164 shares 72,164 $20.7M 1.16% -5,755 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: 193,907 shares; 2024Q4: 148,922 shares; 2025Q1: 151,962 shares; 2025Q2: 110,929 shares; 2025Q3: 91,200 shares; 2025Q4: 93,987 shares; 2026Q1: 95,453 shares 95,453 $18.3M 1.02% +1,466 Timeline EMXC 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: 119,962 shares; 2024Q4: 138,309 shares; 2025Q1: 164,917 shares; 2025Q2: 174,646 shares; 2025Q3: 178,705 shares; 2025Q4: 191,734 shares; 2026Q1: 208,015 shares 208,015 $16.4M 0.91% +16,281 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: 68,426 shares; 2024Q4: 65,357 shares; 2025Q1: 65,990 shares; 2025Q2: 66,130 shares; 2025Q3: 65,436 shares; 2025Q4: 64,321 shares; 2026Q1: 65,019 shares 65,019 $15.9M 0.89% +698 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,431 shares; 2024Q4: 228,231 shares; 2025Q1: 231,862 shares; 2025Q2: 234,108 shares; 2025Q3: 233,489 shares; 2025Q4: 253,932 shares; 2026Q1: 254,737 shares 254,737 $15.8M 0.88% +805 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,631 shares; 2024Q4: 44,728 shares; 2025Q1: 45,338 shares; 2025Q2: 46,092 shares; 2025Q3: 46,915 shares; 2025Q4: 47,800 shares; 2026Q1: 49,088 shares 49,088 $15.4M 0.86% +1,288 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: 19,379 shares; 2024Q4: 35,636 shares; 2025Q1: 89,489 shares; 2025Q2: 139,058 shares; 2025Q3: 137,842 shares; 2025Q4: 143,056 shares; 2026Q1: 125,352 shares 125,352 $14.9M 0.83% -17,704 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: 149,282 shares; 2024Q4: 258,695 shares; 2025Q1: 252,159 shares; 2025Q2: 262,411 shares; 2025Q3: 274,015 shares; 2025Q4: 293,858 shares; 2026Q1: 321,732 shares 321,732 $14.7M 0.82% +27,874 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 109,002 shares; 2025Q1: 241,275 shares; 2025Q2: 271,050 shares; 2025Q3: 245,685 shares; 2025Q4: 172,755 shares; 2026Q1: 155,098 shares 155,098 $14M 0.78% -17,657 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: 88,960 shares; 2024Q4: 81,740 shares; 2025Q1: 83,303 shares; 2025Q2: 81,064 shares; 2025Q3: 80,148 shares; 2025Q4: 80,280 shares; 2026Q1: 81,075 shares 81,075 $13.8M 0.77% +795 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: 5,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,704 shares; 2025Q3: 48,931 shares; 2025Q4: 134,939 shares; 2026Q1: 163,466 shares 163,466 $13.7M 0.76% +28,527 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: 57,878 shares; 2024Q4: 50,084 shares; 2025Q1: 50,350 shares; 2025Q2: 50,467 shares; 2025Q3: 50,691 shares; 2025Q4: 50,874 shares; 2026Q1: 51,349 shares 51,349 $12.7M 0.71% +475 Timeline SGOV 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: 39,334 shares; 2025Q1: 81,301 shares; 2025Q2: 100,059 shares; 2025Q3: 71,651 shares; 2025Q4: 106,271 shares; 2026Q1: 126,495 shares 126,495 $12.7M 0.71% +20,224 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: not reported; 2024Q4: not reported; 2025Q1: 61,372 shares; 2025Q2: 72,805 shares; 2025Q3: 81,859 shares; 2025Q4: 89,798 shares; 2026Q1: 93,229 shares 93,229 $12.7M 0.71% +3,431 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: 78,132 shares; 2024Q4: 89,528 shares; 2025Q1: 91,350 shares; 2025Q2: 97,891 shares; 2025Q3: 98,860 shares; 2025Q4: 121,951 shares; 2026Q1: 131,345 shares 131,345 $12.4M 0.69% +9,394 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: 11,864 shares; 2024Q4: 82,512 shares; 2025Q1: 184,998 shares; 2025Q2: 209,509 shares; 2025Q3: 212,913 shares; 2025Q4: 219,148 shares; 2026Q1: 203,071 shares 203,071 $11.5M 0.64% -16,077 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: 59,777 shares; 2024Q4: 57,335 shares; 2025Q1: 57,431 shares; 2025Q2: 56,969 shares; 2025Q3: 56,742 shares; 2025Q4: 56,945 shares; 2026Q1: 56,510 shares 56,510 $10.9M 0.61% -435 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: 59,942 shares; 2024Q4: 72,685 shares; 2025Q1: 78,801 shares; 2025Q2: 83,991 shares; 2025Q3: 83,215 shares; 2025Q4: 87,610 shares; 2026Q1: 97,657 shares 97,657 $10.9M 0.61% +10,047 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: 56,116 shares; 2024Q4: 54,184 shares; 2025Q1: 54,302 shares; 2025Q2: 55,243 shares; 2025Q3: 53,793 shares; 2025Q4: 52,756 shares; 2026Q1: 51,520 shares 51,520 $10.7M 0.6% -1,236 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,542 shares; 2024Q4: 98,272 shares; 2025Q1: 97,846 shares; 2025Q2: 101,739 shares; 2025Q3: 102,083 shares; 2025Q4: 102,731 shares; 2026Q1: 102,667 shares 102,667 $10.6M 0.59% -64 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,503 shares; 2024Q4: 17,279 shares; 2025Q1: 16,031 shares; 2025Q2: 16,109 shares; 2025Q3: 16,039 shares; 2025Q4: 15,974 shares; 2026Q1: 16,080 shares 16,080 $10.5M 0.58% +106 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: 64,989 shares; 2024Q4: 61,770 shares; 2025Q1: 62,072 shares; 2025Q2: 53,129 shares; 2025Q3: 52,798 shares; 2025Q4: 51,223 shares; 2026Q1: 50,349 shares 50,349 $10.4M 0.58% -874 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: 41,487 shares; 2024Q4: 39,014 shares; 2025Q1: 39,666 shares; 2025Q2: 39,686 shares; 2025Q3: 38,523 shares; 2025Q4: 35,969 shares; 2026Q1: 33,168 shares 33,168 $10M 0.56% -2,801 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 6,145 shares; 2025Q1: 53,941 shares; 2025Q2: 71,519 shares; 2025Q3: 78,024 shares; 2025Q4: 90,904 shares; 2026Q1: 103,911 shares 103,911 $9.64M 0.54% +13,007 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: 159,434 shares; 2024Q4: 147,915 shares; 2025Q1: 147,457 shares; 2025Q2: 147,790 shares; 2025Q3: 143,949 shares; 2025Q4: 125,160 shares; 2026Q1: 123,271 shares 123,271 $9.56M 0.53% -1,889 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: 32,522 shares; 2025Q1: 85,520 shares; 2025Q2: 99,055 shares; 2025Q3: 107,908 shares; 2025Q4: 166,741 shares; 2026Q1: 180,788 shares 180,788 $9.32M 0.52% +14,047 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: 52,088 shares; 2024Q4: 49,074 shares; 2025Q1: 84,796 shares; 2025Q2: 128,260 shares; 2025Q3: 127,893 shares; 2025Q4: 133,164 shares; 2026Q1: 144,314 shares 144,314 $9.25M 0.52% +11,150 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: 65,122 shares; 2024Q4: 62,573 shares; 2025Q1: 67,675 shares; 2025Q2: 66,733 shares; 2025Q3: 61,002 shares; 2025Q4: 60,809 shares; 2026Q1: 60,310 shares 60,310 $8.87M 0.5% -499 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: 141,329 shares; 2024Q4: 142,343 shares; 2025Q1: 153,015 shares; 2025Q2: 152,819 shares; 2025Q3: 152,882 shares; 2025Q4: 156,049 shares; 2026Q1: 160,971 shares 160,971 $8.7M 0.49% +4,922 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,329 shares; 2024Q4: 176,871 shares; 2025Q1: 188,177 shares; 2025Q2: 126,895 shares; 2025Q3: 124,508 shares; 2025Q4: 123,991 shares; 2026Q1: 117,460 shares 117,460 $8.65M 0.48% -6,531 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,869 shares; 2025Q1: 102,235 shares; 2025Q2: 91,623 shares; 2025Q3: 119,666 shares; 2025Q4: 131,332 shares; 2026Q1: 154,593 shares 154,593 $8.56M 0.48% +23,261 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: 138,372 shares; 2024Q4: 138,362 shares; 2025Q1: 141,406 shares; 2025Q2: 168,603 shares; 2025Q3: 186,980 shares; 2025Q4: 179,249 shares; 2026Q1: 174,060 shares 174,060 $8.49M 0.47% -5,189 Timeline SPSB 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: 209,448 shares; 2024Q4: 223,700 shares; 2025Q1: 212,754 shares; 2025Q2: 226,869 shares; 2025Q3: 232,588 shares; 2025Q4: 249,887 shares; 2026Q1: 278,498 shares 278,498 $8.37M 0.47% +28,611 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,673 shares; 2024Q4: 36,802 shares; 2025Q1: 37,223 shares; 2025Q2: 37,752 shares; 2025Q3: 37,907 shares; 2025Q4: 38,174 shares; 2026Q1: 38,381 shares 38,381 $8.34M 0.47% +207 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: 49,452 shares; 2024Q4: 38,675 shares; 2025Q1: 38,718 shares; 2025Q2: 33,386 shares; 2025Q3: 33,975 shares; 2025Q4: 33,349 shares; 2026Q1: 34,284 shares 34,284 $8.31M 0.46% +935 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: 13,832 shares; 2024Q4: 17,567 shares; 2025Q1: 21,220 shares; 2025Q2: 21,884 shares; 2025Q3: 25,999 shares; 2025Q4: 26,192 shares; 2026Q1: 28,456 shares 28,456 $8.18M 0.46% +2,264 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,970 shares; 2024Q4: 108,459 shares; 2025Q1: 106,832 shares; 2025Q2: 106,720 shares; 2025Q3: 104,780 shares; 2025Q4: 105,098 shares; 2026Q1: 108,909 shares 108,909 $8.1M 0.45% +3,811 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: 15,381 shares; 2024Q4: 14,242 shares; 2025Q1: 13,693 shares; 2025Q2: 13,507 shares; 2025Q3: 13,331 shares; 2025Q4: 13,375 shares; 2026Q1: 13,302 shares 13,302 $8.04M 0.45% -73 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: 17,750 shares; 2024Q4: 17,513 shares; 2025Q1: 16,285 shares; 2025Q2: 16,186 shares; 2025Q3: 15,916 shares; 2025Q4: 16,006 shares; 2026Q1: 15,801 shares 15,801 $7.83M 0.44% -205 Timeline ISCF 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: 75,872 shares; 2024Q4: 78,380 shares; 2025Q1: 153,404 shares; 2025Q2: 156,817 shares; 2025Q3: 165,538 shares; 2025Q4: 173,375 shares; 2026Q1: 180,890 shares 180,890 $7.56M 0.42% +7,515 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: 90,403 shares; 2024Q4: 77,607 shares; 2025Q1: 79,398 shares; 2025Q2: 70,791 shares; 2025Q3: 70,434 shares; 2025Q4: 69,970 shares; 2026Q1: 60,783 shares 60,783 $7.55M 0.42% -9,187 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: 50,923 shares; 2024Q4: 50,080 shares; 2025Q1: 50,764 shares; 2025Q2: 50,612 shares; 2025Q3: 49,461 shares; 2025Q4: 49,584 shares; 2026Q1: 48,463 shares 48,463 $7.53M 0.42% -1,121 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,979 shares; 2024Q4: 158,334 shares; 2025Q1: 150,397 shares; 2025Q2: 152,302 shares; 2025Q3: 147,249 shares; 2025Q4: 143,456 shares; 2026Q1: 147,196 shares 147,196 $7.5M 0.42% +3,740 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: not reported; 2024Q4: 48,666 shares; 2025Q1: 141,352 shares; 2025Q2: 168,900 shares; 2025Q3: 185,001 shares; 2025Q4: 212,228 shares; 2026Q1: 148,537 shares 148,537 $7.48M 0.42% -63,691 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: 61,637 shares; 2024Q4: 59,757 shares; 2025Q1: 93,368 shares; 2025Q2: 115,994 shares; 2025Q3: 89,270 shares; 2025Q4: 177,726 shares; 2026Q1: 158,996 shares 158,996 $7.3M 0.41% -18,730 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: 7,760 shares; 2024Q4: 8,282 shares; 2025Q1: 8,462 shares; 2025Q2: 8,435 shares; 2025Q3: 8,420 shares; 2025Q4: 7,481 shares; 2026Q1: 7,316 shares 7,316 $7.29M 0.41% -165 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $7.18M 0.4% 0 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602,875 shares; 2024Q4: 478,788 shares; 2025Q1: 230,037 shares; 2025Q2: 277,388 shares; 2025Q3: 272,380 shares; 2025Q4: 284,012 shares; 2026Q1: 281,604 shares 281,604 $7.05M 0.39% -2,408 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: 5,374 shares; 2024Q4: 33,569 shares; 2025Q1: 80,315 shares; 2025Q2: 92,472 shares; 2025Q3: 94,976 shares; 2025Q4: 97,769 shares; 2026Q1: 100,060 shares 100,060 $6.98M 0.39% +2,291 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: 31,421 shares; 2024Q4: 32,084 shares; 2025Q1: 33,704 shares; 2025Q2: 33,484 shares; 2025Q3: 32,891 shares; 2025Q4: 32,818 shares; 2026Q1: 33,079 shares 33,079 $6.84M 0.38% +261 Timeline SPIB 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: 53,748 shares; 2025Q1: 174,679 shares; 2025Q2: 182,431 shares; 2025Q3: 175,882 shares; 2025Q4: 192,196 shares; 2026Q1: 201,974 shares 201,974 $6.77M 0.38% +9,778 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,463 shares; 2025Q1: 77,166 shares; 2025Q2: 82,864 shares; 2025Q3: 87,139 shares; 2025Q4: 80,735 shares; 2026Q1: 70,940 shares 70,940 $6.58M 0.37% -9,795 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: 70,216 shares; 2024Q4: 67,025 shares; 2025Q1: 66,566 shares; 2025Q2: 58,142 shares; 2025Q3: 55,894 shares; 2025Q4: 54,358 shares; 2026Q1: 54,593 shares 54,593 $6.57M 0.37% +235 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: 21,357 shares; 2024Q4: 18,913 shares; 2025Q1: 16,532 shares; 2025Q2: 13,231 shares; 2025Q3: 10,605 shares; 2025Q4: 11,803 shares; 2026Q1: 10,675 shares 10,675 $6.38M 0.36% -1,128 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: 60,280 shares; 2024Q4: 59,061 shares; 2025Q1: 59,214 shares; 2025Q2: 59,859 shares; 2025Q3: 59,699 shares; 2025Q4: 56,482 shares; 2026Q1: 54,279 shares 54,279 $6.16M 0.34% -2,203 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,657 shares; 2024Q4: 195,932 shares; 2025Q1: 204,207 shares; 2025Q2: 215,866 shares; 2025Q3: 223,556 shares; 2025Q4: 238,784 shares; 2026Q1: 253,310 shares 253,310 $6.11M 0.34% +14,526 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: 38,313 shares; 2024Q4: 35,927 shares; 2025Q1: 38,863 shares; 2025Q2: 37,875 shares; 2025Q3: 37,168 shares; 2025Q4: 36,792 shares; 2026Q1: 40,130 shares 40,130 $5.8M 0.32% +3,338 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: 4,763 shares; 2024Q4: 10,055 shares; 2025Q1: 12,665 shares; 2025Q2: 12,680 shares; 2025Q3: 12,769 shares; 2025Q4: 11,967 shares; 2026Q1: 12,076 shares 12,076 $5.79M 0.32% +109 Timeline IYR 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: 51,691 shares; 2024Q4: 51,945 shares; 2025Q1: 52,728 shares; 2025Q2: 53,420 shares; 2025Q3: 56,065 shares; 2025Q4: 57,696 shares; 2026Q1: 60,775 shares 60,775 $5.75M 0.32% +3,079 Timeline SHYG 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: 108,069 shares; 2024Q4: 173,346 shares; 2025Q1: 176,234 shares; 2025Q2: 118,314 shares; 2025Q3: 120,873 shares; 2025Q4: 126,069 shares; 2026Q1: 135,816 shares 135,816 $5.75M 0.32% +9,747 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: 18,480 shares; 2024Q4: 18,468 shares; 2025Q1: 19,985 shares; 2025Q2: 19,770 shares; 2025Q3: 19,455 shares; 2025Q4: 19,095 shares; 2026Q1: 18,506 shares 18,506 $5.6M 0.31% -589 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: 25,493 shares; 2024Q4: 23,868 shares; 2025Q1: 23,435 shares; 2025Q2: 22,544 shares; 2025Q3: 22,542 shares; 2025Q4: 22,654 shares; 2026Q1: 23,023 shares 23,023 $5.44M 0.3% +369 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: 22,240 shares; 2024Q4: 34,487 shares; 2025Q1: 35,987 shares; 2025Q2: 35,987 shares; 2025Q3: 35,987 shares; 2025Q4: 35,474 shares; 2026Q1: 34,045 shares 34,045 $5.44M 0.3% -1,429 Timeline DFE 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: 115,984 shares; 2024Q4: 112,918 shares; 2025Q1: 74,292 shares; 2025Q2: 73,507 shares; 2025Q3: 72,387 shares; 2025Q4: 74,166 shares; 2026Q1: 74,899 shares 74,899 $5.37M 0.3% +733 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,240 shares; 2025Q3: 5,982 shares; 2025Q4: 39,561 shares; 2026Q1: 55,438 shares 55,438 $5.29M 0.3% +15,877 Timeline JCPB 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: 47,276 shares; 2024Q4: 58,086 shares; 2025Q1: 77,927 shares; 2025Q2: 87,226 shares; 2025Q3: 93,081 shares; 2025Q4: 99,466 shares; 2026Q1: 111,053 shares 111,053 $5.23M 0.29% +11,587 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: 9,512 shares; 2024Q4: 9,644 shares; 2025Q1: 9,418 shares; 2025Q2: 8,690 shares; 2025Q3: 8,845 shares; 2025Q4: 8,861 shares; 2026Q1: 8,695 shares 8,695 $5.02M 0.28% -166 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,107 shares; 2025Q1: 48,496 shares; 2025Q2: 69,735 shares; 2025Q3: 78,952 shares; 2025Q4: 100,807 shares; 2026Q1: 111,505 shares 111,505 $4.97M 0.28% +10,698 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: 55,546 shares; 2024Q4: 44,399 shares; 2025Q1: 37,078 shares; 2025Q2: 32,814 shares; 2025Q3: 31,873 shares; 2025Q4: 32,360 shares; 2026Q1: 33,735 shares 33,735 $4.95M 0.28% +1,375 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: 15,068 shares; 2024Q4: 17,696 shares; 2025Q1: 17,531 shares; 2025Q2: 17,626 shares; 2025Q3: 17,701 shares; 2025Q4: 17,829 shares; 2026Q1: 18,137 shares 18,137 $4.75M 0.27% +308 Timeline IXN 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: 52,637 shares; 2024Q4: 52,582 shares; 2025Q1: 52,282 shares; 2025Q2: 52,222 shares; 2025Q3: 51,718 shares; 2025Q4: 48,982 shares; 2026Q1: 47,142 shares 47,142 $4.71M 0.26% -1,840 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: 86,076 shares; 2024Q4: 103,150 shares; 2025Q1: 79,135 shares; 2025Q2: 82,139 shares; 2025Q3: 72,478 shares; 2025Q4: 71,158 shares; 2026Q1: 61,355 shares 61,355 $4.7M 0.26% -9,803 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: 44,630 shares; 2024Q4: 36,834 shares; 2025Q1: 35,605 shares; 2025Q2: 35,397 shares; 2025Q3: 31,192 shares; 2025Q4: 28,753 shares; 2026Q1: 26,909 shares 26,909 $4.69M 0.26% -1,844 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: 17,537 shares; 2024Q4: 16,380 shares; 2025Q1: 15,860 shares; 2025Q2: 15,805 shares; 2025Q3: 13,293 shares; 2025Q4: 13,067 shares; 2026Q1: 12,802 shares 12,802 $4.5M 0.25% -265 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: 5,102 shares; 2024Q4: 4,334 shares; 2025Q1: 4,262 shares; 2025Q2: 4,391 shares; 2025Q3: 6,801 shares; 2025Q4: 6,680 shares; 2026Q1: 6,354 shares 6,354 $4.5M 0.25% -326 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,062 shares; 2024Q4: 229,859 shares; 2025Q1: 223,803 shares; 2025Q2: 222,101 shares; 2025Q3: 214,583 shares; 2025Q4: 184,530 shares; 2026Q1: 144,472 shares 144,472 $4.45M 0.25% -40,058 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: 45,663 shares; 2024Q4: 46,064 shares; 2025Q1: 45,481 shares; 2025Q2: 47,316 shares; 2025Q3: 46,417 shares; 2025Q4: 46,212 shares; 2026Q1: 44,506 shares 44,506 $4.29M 0.24% -1,706 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: 5,082 shares; 2024Q4: 4,820 shares; 2025Q1: 4,776 shares; 2025Q2: 4,770 shares; 2025Q3: 4,711 shares; 2025Q4: 4,657 shares; 2026Q1: 4,659 shares 4,659 $4.29M 0.24% +2 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: 33,854 shares; 2024Q4: 33,854 shares; 2025Q1: 33,854 shares; 2025Q2: 33,660 shares; 2025Q3: 33,614 shares; 2025Q4: 32,936 shares; 2026Q1: 32,947 shares 32,947 $4.22M 0.24% +11 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: 13,701 shares; 2024Q4: 12,578 shares; 2025Q1: 13,291 shares; 2025Q2: 13,215 shares; 2025Q3: 12,850 shares; 2025Q4: 12,651 shares; 2026Q1: 12,275 shares 12,275 $4.04M 0.23% -376 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,706 shares; 2025Q1: 23,083 shares; 2025Q2: 26,681 shares; 2025Q3: 29,128 shares; 2025Q4: 32,346 shares; 2026Q1: 36,168 shares 36,168 $4M 0.22% +3,822 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,779 shares; 2024Q4: 32,867 shares; 2025Q1: 32,926 shares; 2025Q2: 33,481 shares; 2025Q3: 33,221 shares; 2025Q4: 43,736 shares; 2026Q1: 97,416 shares 97,416 $3.91M 0.22% +53,680 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: not reported; 2024Q4: 7,344 shares; 2025Q1: 8,619 shares; 2025Q2: 8,957 shares; 2025Q3: 8,799 shares; 2025Q4: 8,371 shares; 2026Q1: 7,798 shares 7,798 $3.9M 0.22% -573 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: 45,605 shares; 2024Q4: 45,108 shares; 2025Q1: 43,587 shares; 2025Q2: 42,746 shares; 2025Q3: 41,913 shares; 2025Q4: 41,709 shares; 2026Q1: 41,029 shares 41,029 $3.86M 0.22% -680 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: 31,393 shares; 2024Q4: 30,903 shares; 2025Q1: 30,893 shares; 2025Q2: 30,899 shares; 2025Q3: 31,243 shares; 2025Q4: 28,197 shares; 2026Q1: 28,131 shares 28,131 $3.82M 0.21% -66 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: 49,963 shares; 2024Q4: 44,109 shares; 2025Q1: 43,056 shares; 2025Q2: 41,835 shares; 2025Q3: 46,246 shares; 2025Q4: 44,040 shares; 2026Q1: 44,080 shares 44,080 $3.82M 0.21% +40 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,410 shares; 2024Q4: 53,667 shares; 2025Q1: 55,112 shares; 2025Q2: 45,102 shares; 2025Q3: 44,063 shares; 2025Q4: 44,332 shares; 2026Q1: 32,137 shares 32,137 $3.81M 0.21% -12,195 Timeline IFGL 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: 156,082 shares; 2024Q4: 122,464 shares; 2025Q1: 134,031 shares; 2025Q2: 135,411 shares; 2025Q3: 148,867 shares; 2025Q4: 156,286 shares; 2026Q1: 168,318 shares 168,318 $3.76M 0.21% +12,032 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: 17,451 shares; 2025Q1: 44,276 shares; 2025Q2: 52,918 shares; 2025Q3: 52,270 shares; 2025Q4: 47,643 shares; 2026Q1: 42,659 shares 42,659 $3.76M 0.21% -4,984 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,239 shares; 2024Q4: 352,126 shares; 2025Q1: 352,584 shares; 2025Q2: 252,523 shares; 2025Q3: 133,008 shares; 2025Q4: 115,900 shares; 2026Q1: 117,201 shares 117,201 $3.72M 0.21% +1,301 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: 32,877 shares; 2024Q4: 32,531 shares; 2025Q1: 34,193 shares; 2025Q2: 21,506 shares; 2025Q3: 20,285 shares; 2025Q4: 21,185 shares; 2026Q1: 22,956 shares 22,956 $3.71M 0.21% +1,771 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: 1,871 shares; 2024Q4: 1,817 shares; 2025Q1: 2,094 shares; 2025Q2: 1,983 shares; 2025Q3: 1,881 shares; 2025Q4: 1,825 shares; 2026Q1: 4,071 shares 4,071 $3.55M 0.2% +2,246 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: 6,728 shares; 2024Q4: 7,158 shares; 2025Q1: 5,496 shares; 2025Q2: 6,486 shares; 2025Q3: 6,398 shares; 2025Q4: 6,069 shares; 2026Q1: 11,326 shares 11,326 $3.51M 0.2% +5,257 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: 32,418 shares; 2024Q4: 32,280 shares; 2025Q1: 35,192 shares; 2025Q2: 35,651 shares; 2025Q3: 35,742 shares; 2025Q4: 35,797 shares; 2026Q1: 35,792 shares 35,792 $3.48M 0.19% -5 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: 13,270 shares; 2024Q4: 12,995 shares; 2025Q1: 12,158 shares; 2025Q2: 12,265 shares; 2025Q3: 11,958 shares; 2025Q4: 12,586 shares; 2026Q1: 18,517 shares 18,517 $3.46M 0.19% +5,931 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: 14,793 shares; 2024Q4: 15,012 shares; 2025Q1: 15,142 shares; 2025Q2: 15,227 shares; 2025Q3: 15,227 shares; 2025Q4: 15,117 shares; 2026Q1: 15,848 shares 15,848 $3.45M 0.19% +731 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: 66,137 shares; 2024Q4: 48,487 shares; 2025Q1: 48,251 shares; 2025Q2: 47,557 shares; 2025Q3: 47,304 shares; 2025Q4: 47,466 shares; 2026Q1: 47,258 shares 47,258 $3.44M 0.19% -208 Timeline IGV 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: 41,826 shares 41,826 $3.35M 0.19% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,245 shares; 2024Q4: 30,501 shares; 2025Q1: 30,454 shares; 2025Q2: 30,374 shares; 2025Q3: 32,395 shares; 2025Q4: 32,090 shares; 2026Q1: 32,415 shares 32,415 $3.33M 0.19% +325 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: 4,810 shares; 2024Q4: 6,716 shares; 2025Q1: 9,158 shares; 2025Q2: 9,271 shares; 2025Q3: 9,123 shares; 2025Q4: 8,435 shares; 2026Q1: 7,714 shares 7,714 $3.29M 0.18% -721 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: 32,388 shares; 2024Q4: 30,020 shares; 2025Q1: 31,340 shares; 2025Q2: 30,689 shares; 2025Q3: 30,637 shares; 2025Q4: 33,378 shares; 2026Q1: 33,446 shares 33,446 $3.23M 0.18% +68 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: 14,952 shares; 2024Q4: 10,811 shares; 2025Q1: 10,870 shares; 2025Q2: 10,751 shares; 2025Q3: 11,353 shares; 2025Q4: 11,997 shares; 2026Q1: 15,700 shares 15,700 $3.19M 0.18% +3,703 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: 11,932 shares; 2024Q4: 11,821 shares; 2025Q1: 11,265 shares; 2025Q2: 11,154 shares; 2025Q3: 11,197 shares; 2025Q4: 10,175 shares; 2026Q1: 10,093 shares 10,093 $3.14M 0.18% -82 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,084 shares; 2024Q4: 63,555 shares; 2025Q1: 54,143 shares; 2025Q2: 52,489 shares; 2025Q3: 48,233 shares; 2025Q4: 44,601 shares; 2026Q1: 39,409 shares 39,409 $3.12M 0.17% -5,192 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: 4,010 shares; 2024Q4: 4,022 shares; 2025Q1: 4,046 shares; 2025Q2: 3,946 shares; 2025Q3: 3,810 shares; 2025Q4: 3,787 shares; 2026Q1: 3,643 shares 3,643 $3.08M 0.17% -144 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: 18,665 shares; 2024Q4: 17,390 shares; 2025Q1: 17,790 shares; 2025Q2: 17,880 shares; 2025Q3: 18,050 shares; 2025Q4: 19,550 shares; 2026Q1: 15,467 shares 15,467 $3.08M 0.17% -4,083 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,566 shares; 2024Q4: 71,096 shares; 2025Q1: 72,631 shares; 2025Q2: 77,218 shares; 2025Q3: 81,131 shares; 2025Q4: 31,099 shares; 2026Q1: 28,849 shares 28,849 $3.08M 0.17% -2,250 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: 106,764 shares; 2024Q4: 83,868 shares; 2025Q1: 92,337 shares; 2025Q2: 83,011 shares; 2025Q3: 74,097 shares; 2025Q4: 74,256 shares; 2026Q1: 69,680 shares 69,680 $3.07M 0.17% -4,576 Timeline TAYD TAYLOR DEVICES INC More: the full row for TAYLOR DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 47,721 shares; 2025Q1: 48,221 shares; 2025Q2: 53,221 shares; 2025Q3: 53,221 shares; 2025Q4: 53,221 shares; 2026Q1: 53,221 shares 53,221 $3.03M 0.17% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,105 shares; 2024Q4: 91,509 shares; 2025Q1: 91,212 shares; 2025Q2: 89,676 shares; 2025Q3: 89,466 shares; 2025Q4: 90,446 shares; 2026Q1: 90,087 shares 90,087 $3.02M 0.17% -359 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,526 shares; 2025Q1: 28,023 shares; 2025Q2: 30,285 shares; 2025Q3: 30,604 shares; 2025Q4: 30,690 shares; 2026Q1: 29,844 shares 29,844 $2.98M 0.17% -846 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,796 shares; 2024Q4: 27,264 shares; 2025Q1: 28,403 shares; 2025Q2: 28,163 shares; 2025Q3: 28,035 shares; 2025Q4: 29,011 shares; 2026Q1: 20,439 shares 20,439 $2.96M 0.17% -8,572 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: 15,641 shares; 2024Q4: 13,291 shares; 2025Q1: 13,291 shares; 2025Q2: 12,173 shares; 2025Q3: 12,108 shares; 2025Q4: 11,910 shares; 2026Q1: 11,888 shares 11,888 $2.94M 0.16% -22 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: 12,487 shares; 2024Q4: 9,143 shares; 2025Q1: 9,184 shares; 2025Q2: 9,053 shares; 2025Q3: 9,013 shares; 2025Q4: 9,274 shares; 2026Q1: 10,274 shares 10,274 $2.92M 0.16% +1,000 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: 4,652 shares; 2024Q4: 8,752 shares; 2025Q1: 14,010 shares; 2025Q2: 13,979 shares; 2025Q3: 13,824 shares; 2025Q4: 13,749 shares; 2026Q1: 13,536 shares 13,536 $2.89M 0.16% -213 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: 19,201 shares; 2024Q4: 19,008 shares; 2025Q1: 18,224 shares; 2025Q2: 16,563 shares; 2025Q3: 15,666 shares; 2025Q4: 14,204 shares; 2026Q1: 29,186 shares 29,186 $2.87M 0.16% +14,982 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,577 shares; 2024Q4: 14,864 shares; 2025Q1: 14,598 shares; 2025Q2: 14,436 shares; 2025Q3: 13,783 shares; 2025Q4: 13,934 shares; 2026Q1: 13,893 shares 13,893 $2.84M 0.16% -41 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: 5,078 shares; 2024Q4: 4,279 shares; 2025Q1: 4,287 shares; 2025Q2: 4,258 shares; 2025Q3: 4,188 shares; 2025Q4: 4,124 shares; 2026Q1: 4,122 shares 4,122 $2.81M 0.16% -2 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: 48,025 shares; 2026Q1: 46,913 shares 46,913 $2.67M 0.15% -1,112 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 28,190 shares; 2025Q4: 28,766 shares; 2026Q1: 28,977 shares 28,977 $2.57M 0.14% +211 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: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 4,859 shares; 2025Q2: 13,249 shares; 2025Q3: 12,807 shares; 2025Q4: 24,707 shares; 2026Q1: 19,276 shares 19,276 $2.56M 0.14% -5,431 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: 16,017 shares; 2024Q4: not reported; 2025Q1: 13,576 shares; 2025Q2: 12,880 shares; 2025Q3: 6,823 shares; 2025Q4: 13,127 shares; 2026Q1: 13,144 shares 13,144 $2.55M 0.14% +17 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,595 shares; 2024Q4: 163,636 shares; 2025Q1: 121,413 shares; 2025Q2: 100,924 shares; 2025Q3: 98,133 shares; 2025Q4: 93,745 shares; 2026Q1: 83,384 shares 83,384 $2.53M 0.14% -10,361 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: 8,405 shares; 2024Q4: 20,914 shares; 2025Q1: 7,285 shares; 2025Q2: 5,400 shares; 2025Q3: 7,421 shares; 2025Q4: 5,394 shares; 2026Q1: 5,097 shares 5,097 $2.51M 0.14% -297 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: 4,617 shares; 2024Q4: 4,552 shares; 2025Q1: 4,603 shares; 2025Q2: 4,013 shares; 2025Q3: 4,010 shares; 2025Q4: 3,981 shares; 2026Q1: 3,999 shares 3,999 $2.47M 0.14% +18 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,332 shares; 2024Q4: 26,230 shares; 2025Q1: 25,214 shares; 2025Q2: 25,674 shares; 2025Q3: 25,472 shares; 2025Q4: 23,980 shares; 2026Q1: 24,494 shares 24,494 $2.39M 0.13% +514 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: 27,660 shares; 2024Q4: 20,809 shares; 2025Q1: 20,874 shares; 2025Q2: 22,253 shares; 2025Q3: 25,091 shares; 2025Q4: 25,275 shares; 2026Q1: 25,658 shares 25,658 $2.38M 0.13% +383 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,819 shares; 2026Q1: 47,455 shares 47,455 $2.35M 0.13% +36,636 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,356 shares; 2024Q4: 9,882 shares; 2025Q1: 10,131 shares; 2025Q2: 10,021 shares; 2025Q3: 11,164 shares; 2025Q4: 11,100 shares; 2026Q1: 11,697 shares 11,697 $2.31M 0.13% +597 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: 20,389 shares; 2024Q4: 19,840 shares; 2025Q1: 18,928 shares; 2025Q2: 18,947 shares; 2025Q3: 29,074 shares; 2025Q4: 28,702 shares; 2026Q1: 28,404 shares 28,404 $2.26M 0.13% -298 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: 20,378 shares; 2024Q4: 20,481 shares; 2025Q1: 19,828 shares; 2025Q2: 18,727 shares; 2025Q3: 17,720 shares; 2025Q4: 17,250 shares; 2026Q1: 17,037 shares 17,037 $2.25M 0.13% -213 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: 15,597 shares; 2024Q4: 15,404 shares; 2025Q1: 15,301 shares; 2025Q2: 17,099 shares; 2025Q3: 17,128 shares; 2025Q4: 17,186 shares; 2026Q1: 17,085 shares 17,085 $2.24M 0.13% -101 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 66,340 shares; 2026Q1: 71,382 shares 71,382 $2.21M 0.12% +5,042 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: 7,576 shares; 2024Q4: 6,471 shares; 2025Q1: 6,432 shares; 2025Q2: 6,381 shares; 2025Q3: 6,374 shares; 2025Q4: 6,407 shares; 2026Q1: 6,398 shares 6,398 $2.2M 0.12% -9 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: 44,149 shares; 2024Q4: 44,152 shares; 2025Q1: 44,075 shares; 2025Q2: 42,428 shares; 2025Q3: 40,079 shares; 2025Q4: 38,990 shares; 2026Q1: 38,087 shares 38,087 $2.2M 0.12% -903 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: 43,046 shares; 2024Q4: 38,439 shares; 2025Q1: 39,909 shares; 2025Q2: 38,346 shares; 2025Q3: 37,248 shares; 2025Q4: 36,148 shares; 2026Q1: 35,804 shares 35,804 $2.17M 0.12% -344 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: 25,362 shares; 2024Q4: 25,755 shares; 2025Q1: 25,793 shares; 2025Q2: 25,788 shares; 2025Q3: 25,608 shares; 2025Q4: 24,167 shares; 2026Q1: 23,237 shares 23,237 $2.14M 0.12% -930 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: 5,354 shares; 2024Q4: 6,123 shares; 2025Q1: 6,467 shares; 2025Q2: 6,562 shares; 2025Q3: 6,878 shares; 2025Q4: 7,057 shares; 2026Q1: 7,402 shares 7,402 $2.13M 0.12% +345 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: 8,635 shares; 2024Q4: 8,047 shares; 2025Q1: 6,577 shares; 2025Q2: 5,684 shares; 2025Q3: 6,676 shares; 2025Q4: 6,543 shares; 2026Q1: 6,449 shares 6,449 $2.07M 0.12% -94 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,011 shares; 2025Q3: 28,882 shares; 2025Q4: 28,720 shares; 2026Q1: 27,113 shares 27,113 $2M 0.11% -1,607 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: 16,776 shares; 2024Q4: 16,860 shares; 2025Q1: 16,792 shares; 2025Q2: 16,569 shares; 2025Q3: 16,519 shares; 2025Q4: 16,650 shares; 2026Q1: 15,247 shares 15,247 $2M 0.11% -1,403 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: 7,182 shares; 2024Q4: 6,953 shares; 2025Q1: 7,329 shares; 2025Q2: 7,981 shares; 2025Q3: 7,554 shares; 2025Q4: 7,344 shares; 2026Q1: 6,994 shares 6,994 $1.98M 0.11% -350 Timeline MDYV 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: 22,566 shares; 2024Q4: 22,566 shares; 2025Q1: 22,717 shares; 2025Q2: 22,625 shares; 2025Q3: 22,729 shares; 2025Q4: 23,017 shares; 2026Q1: 23,159 shares 23,159 $1.97M 0.11% +142 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: 10,474 shares; 2024Q4: 8,117 shares; 2025Q1: 8,861 shares; 2025Q2: 8,825 shares; 2025Q3: 8,827 shares; 2025Q4: 8,884 shares; 2026Q1: 10,434 shares 10,434 $1.9M 0.11% +1,550 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: 11,501 shares; 2024Q4: 8,784 shares; 2025Q1: 8,526 shares; 2025Q2: 9,368 shares; 2025Q3: 10,893 shares; 2025Q4: 10,068 shares; 2026Q1: 11,580 shares 11,580 $1.9M 0.11% +1,512 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,723 shares; 2024Q4: 22,384 shares; 2025Q1: 30,527 shares; 2025Q2: 30,368 shares; 2025Q3: 31,373 shares; 2025Q4: 30,245 shares; 2026Q1: 30,258 shares 30,258 $1.9M 0.11% +13 Timeline DWM 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: 26,256 shares; 2024Q4: 26,256 shares; 2025Q1: 26,256 shares; 2025Q2: 26,652 shares; 2025Q3: 26,764 shares; 2025Q4: 26,803 shares; 2026Q1: 26,860 shares 26,860 $1.88M 0.1% +57 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: 14,622 shares; 2024Q4: 14,663 shares; 2025Q1: 14,443 shares; 2025Q2: 14,443 shares; 2025Q3: 14,372 shares; 2025Q4: 11,886 shares; 2026Q1: 11,319 shares 11,319 $1.86M 0.1% -567 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: 39,729 shares; 2024Q4: 29,502 shares; 2025Q1: 31,609 shares; 2025Q2: 30,912 shares; 2025Q3: 30,671 shares; 2025Q4: 27,610 shares; 2026Q1: 18,021 shares 18,021 $1.84M 0.1% -9,589 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: 15,224 shares; 2024Q4: 13,960 shares; 2025Q1: 13,841 shares; 2025Q2: 13,541 shares; 2025Q3: 13,041 shares; 2025Q4: 13,041 shares; 2026Q1: 12,639 shares 12,639 $1.84M 0.1% -402 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: 64,512 shares; 2024Q4: 64,950 shares; 2025Q1: 63,740 shares; 2025Q2: 61,204 shares; 2025Q3: 60,199 shares; 2025Q4: 59,977 shares; 2026Q1: 62,204 shares 62,204 $1.8M 0.1% +2,227 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: 16,415 shares; 2024Q4: 16,444 shares; 2025Q1: 16,596 shares; 2025Q2: 15,913 shares; 2025Q3: 15,853 shares; 2025Q4: 13,452 shares; 2026Q1: 13,624 shares 13,624 $1.78M 0.1% +172 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,900 shares; 2024Q4: 48,555 shares; 2025Q1: 48,255 shares; 2025Q2: 45,640 shares; 2025Q3: 44,955 shares; 2025Q4: 42,800 shares; 2026Q1: 41,945 shares 41,945 $1.78M 0.1% -855 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: 3,503 shares; 2024Q4: 2,585 shares; 2025Q1: 2,825 shares; 2025Q2: 2,766 shares; 2025Q3: 3,160 shares; 2025Q4: 2,874 shares; 2026Q1: 1,802 shares 1,802 $1.77M 0.1% -1,072 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,243 shares; 2025Q1: 6,018 shares; 2025Q2: 6,018 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 6,027 shares 6,027 $1.76M 0.1% +2,027 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 12,289 shares; 2025Q1: 21,174 shares; 2025Q2: 21,663 shares; 2025Q3: 22,057 shares; 2025Q4: 19,099 shares; 2026Q1: 18,614 shares 18,614 $1.74M 0.1% -485 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: 85,789 shares; 2024Q4: 85,815 shares; 2025Q1: 84,362 shares; 2025Q2: 77,283 shares; 2025Q3: 77,756 shares; 2025Q4: 60,715 shares; 2026Q1: 60,483 shares 60,483 $1.74M 0.1% -232 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,863 shares; 2024Q4: 111,049 shares; 2025Q1: 58,778 shares; 2025Q2: 53,226 shares; 2025Q3: 48,118 shares; 2025Q4: 32,337 shares; 2026Q1: 32,847 shares 32,847 $1.73M 0.1% +510 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: 24,616 shares; 2024Q4: 17,933 shares; 2025Q1: 17,620 shares; 2025Q2: 17,350 shares; 2025Q3: 27,536 shares; 2025Q4: 23,694 shares; 2026Q1: 23,809 shares 23,809 $1.72M 0.1% +115 Timeline IEUS 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: 43,386 shares; 2024Q4: 32,202 shares; 2025Q1: 25,388 shares; 2025Q2: 25,484 shares; 2025Q3: 25,634 shares; 2025Q4: 25,682 shares; 2026Q1: 25,682 shares 25,682 $1.7M 0.1% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 10,348 shares; 2025Q1: 10,348 shares; 2025Q2: 11,902 shares; 2025Q3: 11,425 shares; 2025Q4: 11,452 shares; 2026Q1: 11,471 shares 11,471 $1.67M 0.09% +19 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,506 shares; 2025Q1: 18,506 shares; 2025Q2: 37,012 shares; 2025Q3: 38,152 shares; 2025Q4: 33,462 shares; 2026Q1: 35,902 shares 35,902 $1.67M 0.09% +2,440 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: 1,982 shares; 2024Q4: 1,431 shares; 2025Q1: 1,374 shares; 2025Q2: 1,648 shares; 2025Q3: 1,624 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares 1,526 $1.66M 0.09% 0 Timeline SPSM 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: 10,630 shares; 2024Q4: 17,142 shares; 2025Q1: 21,573 shares; 2025Q2: 22,263 shares; 2025Q3: 23,312 shares; 2025Q4: 32,934 shares; 2026Q1: 34,441 shares 34,441 $1.66M 0.09% +1,507 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: 31,346 shares; 2024Q4: 27,172 shares; 2025Q1: 30,845 shares; 2025Q2: 30,474 shares; 2025Q3: 30,417 shares; 2025Q4: 29,845 shares; 2026Q1: 26,580 shares 26,580 $1.64M 0.09% -3,265 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: 10,530 shares; 2024Q4: 10,540 shares; 2025Q1: 10,490 shares; 2025Q2: 11,024 shares; 2025Q3: 10,294 shares; 2025Q4: 10,599 shares; 2026Q1: 11,149 shares 11,149 $1.63M 0.09% +550 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,432 shares 31,432 $1.6M 0.09% new 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: 5,996 shares; 2024Q4: 4,553 shares; 2025Q1: 4,511 shares; 2025Q2: 4,452 shares; 2025Q3: 4,387 shares; 2025Q4: 4,426 shares; 2026Q1: 4,418 shares 4,418 $1.59M 0.09% -8 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: 33,302 shares; 2024Q4: 30,311 shares; 2025Q1: 30,499 shares; 2025Q2: 29,290 shares; 2025Q3: 29,789 shares; 2025Q4: 31,650 shares; 2026Q1: 31,319 shares 31,319 $1.57M 0.09% -331 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: 8,418 shares; 2024Q4: 6,850 shares; 2025Q1: 7,922 shares; 2025Q2: 7,098 shares; 2025Q3: 7,127 shares; 2025Q4: 7,042 shares; 2026Q1: 6,815 shares 6,815 $1.54M 0.09% -227 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,517 shares; 2024Q4: 34,928 shares; 2025Q1: 37,908 shares; 2025Q2: 37,634 shares; 2025Q3: 37,536 shares; 2025Q4: 33,970 shares; 2026Q1: 33,740 shares 33,740 $1.54M 0.09% -230 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: 7,441 shares; 2024Q4: 7,396 shares; 2025Q1: 7,423 shares; 2025Q2: 7,321 shares; 2025Q3: 7,325 shares; 2025Q4: 7,325 shares; 2026Q1: 7,186 shares 7,186 $1.46M 0.08% -139 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: 22,526 shares; 2024Q4: 22,065 shares; 2025Q1: 21,829 shares; 2025Q2: 21,133 shares; 2025Q3: 20,346 shares; 2025Q4: 19,562 shares; 2026Q1: 19,123 shares 19,123 $1.45M 0.08% -439 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,932 shares; 2024Q4: 13,925 shares; 2025Q1: 15,705 shares; 2025Q2: 15,202 shares; 2025Q3: 15,275 shares; 2025Q4: 14,571 shares; 2026Q1: 8,054 shares 8,054 $1.45M 0.08% -6,517 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 4,638 shares; 2025Q1: 5,128 shares; 2025Q2: 5,096 shares; 2025Q3: 5,069 shares; 2025Q4: 4,944 shares; 2026Q1: 4,931 shares 4,931 $1.44M 0.08% -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: 6,638 shares; 2024Q4: 6,640 shares; 2025Q1: 6,621 shares; 2025Q2: 5,579 shares; 2025Q3: 14,431 shares; 2025Q4: 12,023 shares; 2026Q1: 12,100 shares 12,100 $1.44M 0.08% +77 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: 8,098 shares; 2024Q4: 8,105 shares; 2025Q1: 8,105 shares; 2025Q2: 8,098 shares; 2025Q3: 8,118 shares; 2025Q4: 5,850 shares; 2026Q1: 5,850 shares 5,850 $1.43M 0.08% 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: 3,090 shares; 2024Q4: 3,090 shares; 2025Q1: 2,995 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 2,995 shares 2,995 $1.33M 0.07% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $1.3M 0.07% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,365 shares; 2024Q4: 30,789 shares; 2025Q1: 33,164 shares; 2025Q2: 32,610 shares; 2025Q3: 32,808 shares; 2025Q4: 33,193 shares; 2026Q1: 33,006 shares 33,006 $1.3M 0.07% -187 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,510 shares; 2024Q4: 70,485 shares; 2025Q1: 70,485 shares; 2025Q2: 70,485 shares; 2025Q3: 70,485 shares; 2025Q4: 70,485 shares; 2026Q1: 70,485 shares 70,485 $1.29M 0.07% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,917 shares; 2024Q4: 21,835 shares; 2025Q1: 18,374 shares; 2025Q2: 18,290 shares; 2025Q3: 18,502 shares; 2025Q4: 17,418 shares; 2026Q1: 17,845 shares 17,845 $1.28M 0.07% +427 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,865 shares; 2025Q1: 51,866 shares; 2025Q2: 53,141 shares; 2025Q3: 46,975 shares; 2025Q4: 29,389 shares; 2026Q1: 25,058 shares 25,058 $1.23M 0.07% -4,331 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: 4,161 shares; 2024Q4: 4,193 shares; 2025Q1: 4,320 shares; 2025Q2: 4,272 shares; 2025Q3: 4,236 shares; 2025Q4: 4,460 shares; 2026Q1: 4,440 shares 4,440 $1.2M 0.07% -20 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: 1,846 shares; 2024Q4: 1,851 shares; 2025Q1: 1,856 shares; 2025Q2: 2,232 shares; 2025Q3: 2,229 shares; 2025Q4: 2,238 shares; 2026Q1: 2,020 shares 2,020 $1.16M 0.06% -218 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: 5,176 shares; 2024Q4: 5,204 shares; 2025Q1: 5,107 shares; 2025Q2: 5,109 shares; 2025Q3: 5,061 shares; 2025Q4: 3,452 shares; 2026Q1: 3,373 shares 3,373 $1.15M 0.06% -79 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: 3,508 shares; 2024Q4: 3,483 shares; 2025Q1: 3,783 shares; 2025Q2: 3,783 shares; 2025Q3: 3,761 shares; 2025Q4: 3,512 shares; 2026Q1: 3,217 shares 3,217 $1.15M 0.06% -295 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,692 shares; 2024Q4: 12,912 shares; 2025Q1: 12,912 shares; 2025Q2: 11,077 shares; 2025Q3: 11,057 shares; 2025Q4: 11,055 shares; 2026Q1: 10,375 shares 10,375 $1.14M 0.06% -680 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,431 shares; 2024Q4: 15,193 shares; 2025Q1: 15,362 shares; 2025Q2: 14,921 shares; 2025Q3: 14,772 shares; 2025Q4: 13,851 shares; 2026Q1: 11,702 shares 11,702 $1.13M 0.06% -2,149 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: 59,618 shares; 2024Q4: 51,367 shares; 2025Q1: 53,033 shares; 2025Q2: 43,245 shares; 2025Q3: 42,899 shares; 2025Q4: 40,510 shares; 2026Q1: 39,403 shares 39,403 $1.11M 0.06% -1,107 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,827 shares; 2024Q4: 6,080 shares; 2025Q1: 9,874 shares; 2025Q2: 9,318 shares; 2025Q3: 7,338 shares; 2025Q4: 9,195 shares; 2026Q1: 9,049 shares 9,049 $1.1M 0.06% -146 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 69,000 shares; 2025Q1: 69,000 shares; 2025Q2: 69,000 shares; 2025Q3: 69,000 shares; 2025Q4: 99,000 shares; 2026Q1: 99,000 shares 99,000 $1.08M 0.06% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 3,309 shares; 2025Q1: 3,309 shares; 2025Q2: 3,921 shares; 2025Q3: 4,617 shares; 2025Q4: 4,317 shares; 2026Q1: 4,378 shares 4,378 $1.06M 0.06% +61 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,440 shares; 2024Q4: 15,330 shares; 2025Q1: 15,257 shares; 2025Q2: 14,113 shares; 2025Q3: 13,797 shares; 2025Q4: 13,411 shares; 2026Q1: 13,071 shares 13,071 $1.04M 0.06% -340 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: 5,204 shares 5,204 $1.03M 0.06% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,247 shares; 2024Q4: 26,354 shares; 2025Q1: 25,728 shares; 2025Q2: 24,694 shares; 2025Q3: 22,679 shares; 2025Q4: 21,741 shares; 2026Q1: 18,951 shares 18,951 $1.02M 0.06% -2,790 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,575 shares; 2024Q4: 17,475 shares; 2025Q1: 17,025 shares; 2025Q2: 16,525 shares; 2025Q3: 16,525 shares; 2025Q4: 15,515 shares; 2026Q1: 14,965 shares 14,965 $989K 0.06% -550 Timeline XT 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: 13,048 shares; 2024Q4: 13,121 shares; 2025Q1: 13,005 shares; 2025Q2: 12,821 shares; 2025Q3: 13,036 shares; 2025Q4: 14,249 shares; 2026Q1: 14,493 shares 14,493 $988K 0.06% +244 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 9,571 shares; 2025Q1: 9,800 shares; 2025Q2: 8,702 shares; 2025Q3: 8,064 shares; 2025Q4: 8,090 shares; 2026Q1: 7,529 shares 7,529 $987K 0.06% -561 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: 3,921 shares; 2024Q4: 3,054 shares; 2025Q1: 3,740 shares; 2025Q2: 3,703 shares; 2025Q3: 3,664 shares; 2025Q4: 2,959 shares; 2026Q1: 2,961 shares 2,961 $973K 0.05% +2 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: 14,768 shares; 2024Q4: 15,317 shares; 2025Q1: 14,718 shares; 2025Q2: 14,718 shares; 2025Q3: 14,545 shares; 2025Q4: 14,569 shares; 2026Q1: 14,607 shares 14,607 $964K 0.05% +38 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: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,701 shares; 2025Q2: 3,664 shares; 2025Q3: 3,330 shares; 2025Q4: 3,040 shares; 2026Q1: 2,709 shares 2,709 $916K 0.05% -331 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: 4,415 shares; 2024Q4: 4,400 shares; 2025Q1: 5,430 shares; 2025Q2: 5,459 shares; 2025Q3: 5,459 shares; 2025Q4: 5,459 shares; 2026Q1: 4,979 shares 4,979 $903K 0.05% -480 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,246 shares 2,246 $877K 0.05% new 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: 56,874 shares; 2024Q4: 55,971 shares; 2025Q1: 30,552 shares; 2025Q2: 7,272 shares; 2025Q3: 6,708 shares; 2025Q4: 13,947 shares; 2026Q1: 13,654 shares 13,654 $836K 0.05% -293 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: not reported; 2024Q4: not reported; 2025Q1: 8,629 shares; 2025Q2: 8,210 shares; 2025Q3: 8,539 shares; 2025Q4: 10,022 shares; 2026Q1: 11,580 shares 11,580 $833K 0.05% +1,558 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,526 shares; 2025Q1: 8,524 shares; 2025Q2: 9,093 shares; 2025Q3: 9,731 shares; 2025Q4: 9,571 shares; 2026Q1: 8,608 shares 8,608 $823K 0.05% -963 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,332 shares; 2025Q1: 5,189 shares; 2025Q2: 5,355 shares; 2025Q3: 5,251 shares; 2025Q4: 5,254 shares; 2026Q1: 5,183 shares 5,183 $815K 0.05% -71 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: 3,889 shares; 2024Q4: 3,914 shares; 2025Q1: 4,039 shares; 2025Q2: 4,039 shares; 2025Q3: 3,963 shares; 2025Q4: 3,969 shares; 2026Q1: 4,851 shares 4,851 $802K 0.04% +882 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: 1,545 shares; 2024Q4: 1,785 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,700 shares; 2025Q4: 3,705 shares; 2026Q1: 3,707 shares 3,707 $797K 0.04% +2 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: 17,770 shares; 2024Q4: 16,844 shares; 2025Q1: 16,544 shares; 2025Q2: 16,372 shares; 2025Q3: 16,398 shares; 2025Q4: 16,374 shares; 2026Q1: 16,890 shares 16,890 $794K 0.04% +516 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,024 shares; 2024Q4: 12,050 shares; 2025Q1: 11,772 shares; 2025Q2: 12,097 shares; 2025Q3: 12,097 shares; 2025Q4: 15,826 shares; 2026Q1: 15,826 shares 15,826 $781K 0.04% 0 Timeline REET 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: 19,462 shares; 2024Q4: 21,787 shares; 2025Q1: 23,802 shares; 2025Q2: 23,702 shares; 2025Q3: 23,713 shares; 2025Q4: 30,817 shares; 2026Q1: 30,939 shares 30,939 $778K 0.04% +122 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,011 shares; 2025Q4: 3,024 shares; 2026Q1: 3,040 shares 3,040 $764K 0.04% +16 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,944 shares; 2025Q3: 4,944 shares; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares 3,844 $753K 0.04% 0 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: 503 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503 $741K 0.04% 0 Timeline SPMD 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: 7,724 shares; 2025Q1: 10,647 shares; 2025Q2: 10,830 shares; 2025Q3: 11,247 shares; 2025Q4: 11,593 shares; 2026Q1: 12,437 shares 12,437 $737K 0.04% +844 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,449 shares; 2024Q4: 9,924 shares; 2025Q1: 9,535 shares; 2025Q2: 9,680 shares; 2025Q3: 10,169 shares; 2025Q4: 9,179 shares; 2026Q1: 9,198 shares 9,198 $724K 0.04% +19 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,665 shares; 2025Q2: 9,725 shares; 2025Q3: 9,247 shares; 2025Q4: 9,470 shares; 2026Q1: 9,229 shares 9,229 $724K 0.04% -241 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: 12,293 shares; 2024Q4: 9,326 shares; 2025Q1: 9,243 shares; 2025Q2: 8,948 shares; 2025Q3: 8,616 shares; 2025Q4: 8,740 shares; 2026Q1: 8,430 shares 8,430 $706K 0.04% -310 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 9,816 shares; 2026Q1: 7,726 shares 7,726 $703K 0.04% -2,090 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,989 shares; 2025Q2: 11,757 shares; 2025Q3: 11,660 shares; 2025Q4: 11,660 shares; 2026Q1: 8,970 shares 8,970 $701K 0.04% -2,690 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: 1,323 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,483 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 1,629 shares 1,629 $701K 0.04% +53 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: 1,761 shares; 2024Q4: 1,776 shares; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 1,852 shares; 2026Q1: 1,857 shares 1,857 $664K 0.04% +5 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: 1,626 shares; 2024Q4: 2,106 shares; 2025Q1: 3,733 shares; 2025Q2: 4,086 shares; 2025Q3: 3,719 shares; 2025Q4: 3,459 shares; 2026Q1: 3,460 shares 3,460 $656K 0.04% +1 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $653K 0.04% 0 Timeline KBE 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: 4,391 shares; 2024Q4: 4,373 shares; 2025Q1: 4,373 shares; 2025Q2: 4,373 shares; 2025Q3: 4,373 shares; 2025Q4: 4,299 shares; 2026Q1: 10,784 shares 10,784 $642K 0.04% +6,485 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: 3,233 shares; 2024Q4: 3,084 shares; 2025Q1: 3,022 shares; 2025Q2: 2,471 shares; 2025Q3: 2,444 shares; 2025Q4: 2,153 shares; 2026Q1: 1,786 shares 1,786 $637K 0.04% -367 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 15,035 shares; 2025Q1: 13,064 shares; 2025Q2: 13,199 shares; 2025Q3: 11,339 shares; 2025Q4: 11,360 shares; 2026Q1: 11,528 shares 11,528 $614K 0.03% +168 Timeline IGE 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: 10,574 shares; 2024Q4: 10,573 shares; 2025Q1: 10,573 shares; 2025Q2: 9,705 shares; 2025Q3: 9,705 shares; 2025Q4: 9,705 shares; 2026Q1: 9,705 shares 9,705 $611K 0.03% 0 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,438 shares; 2025Q1: 154,266 shares; 2025Q2: 154,266 shares; 2025Q3: 136,266 shares; 2025Q4: 70,104 shares; 2026Q1: 72,104 shares 72,104 $611K 0.03% +2,000 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: 8,585 shares; 2024Q4: 8,885 shares; 2025Q1: 8,935 shares; 2025Q2: 8,535 shares; 2025Q3: 7,985 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares 1,785 $603K 0.03% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 8,492 shares; 2025Q1: 8,492 shares; 2025Q2: 8,492 shares; 2025Q3: 8,417 shares; 2025Q4: 8,416 shares; 2026Q1: 7,266 shares 7,266 $599K 0.03% -1,150 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: 6,713 shares; 2024Q4: 6,713 shares; 2025Q1: 6,713 shares; 2025Q2: 6,738 shares; 2025Q3: 6,810 shares; 2025Q4: 6,830 shares; 2026Q1: 6,433 shares 6,433 $598K 0.03% -397 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,381 shares; 2025Q1: 3,381 shares; 2025Q2: 3,381 shares; 2025Q3: 3,277 shares; 2025Q4: 3,277 shares; 2026Q1: 3,277 shares 3,277 $597K 0.03% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,260 shares; 2024Q4: 24,367 shares; 2025Q1: 23,033 shares; 2025Q2: 22,692 shares; 2025Q3: 23,980 shares; 2025Q4: 23,384 shares; 2026Q1: 21,451 shares 21,451 $586K 0.03% -1,933 Timeline VRP 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: 31,820 shares; 2024Q4: 36,209 shares; 2025Q1: 25,811 shares; 2025Q2: 25,954 shares; 2025Q3: 23,853 shares; 2025Q4: 23,645 shares; 2026Q1: 24,120 shares 24,120 $578K 0.03% +475 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 13,399 shares; 2025Q1: 13,274 shares; 2025Q2: 11,664 shares; 2025Q3: 10,693 shares; 2025Q4: 7,924 shares; 2026Q1: 7,624 shares 7,624 $568K 0.03% -300 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: 2,328 shares; 2024Q4: 2,472 shares; 2025Q1: 2,547 shares; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,112 shares; 2026Q1: 2,120 shares 2,120 $564K 0.03% +8 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,968 shares; 2025Q2: 13,397 shares; 2025Q3: 13,397 shares; 2025Q4: 14,149 shares; 2026Q1: 14,989 shares 14,989 $553K 0.03% +840 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,469 shares; 2025Q1: 3,969 shares; 2025Q2: 6,376 shares; 2025Q3: 5,674 shares; 2025Q4: 5,674 shares; 2026Q1: 5,524 shares 5,524 $548K 0.03% -150 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 607 shares; 2026Q1: 627 shares 627 $543K 0.03% +20 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: 3,326 shares; 2024Q4: 3,363 shares; 2025Q1: 3,664 shares; 2025Q2: 2,805 shares; 2025Q3: 2,794 shares; 2025Q4: 2,723 shares; 2026Q1: 2,930 shares 2,930 $540K 0.03% +207 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 15,603 shares; 2025Q1: 14,892 shares; 2025Q2: 13,012 shares; 2025Q3: 12,462 shares; 2025Q4: 11,654 shares; 2026Q1: 11,178 shares 11,178 $539K 0.03% -476 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: 8,491 shares; 2024Q4: 8,491 shares; 2025Q1: 8,163 shares; 2025Q2: 8,163 shares; 2025Q3: 8,050 shares; 2025Q4: 6,399 shares; 2026Q1: 6,300 shares 6,300 $537K 0.03% -99 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,201 shares; 2025Q1: 37,201 shares; 2025Q2: 37,201 shares; 2025Q3: 37,201 shares; 2025Q4: 37,201 shares; 2026Q1: 37,201 shares 37,201 $536K 0.03% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,495 shares 7,495 $531K 0.03% new 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: 4,125 shares; 2024Q4: 3,946 shares; 2025Q1: 4,559 shares; 2025Q2: 4,585 shares; 2025Q3: 4,586 shares; 2025Q4: 4,422 shares; 2026Q1: 4,372 shares 4,372 $503K 0.03% -50 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,265 shares; 2025Q1: 7,010 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 6,950 shares; 2026Q1: 6,680 shares 6,680 $503K 0.03% -270 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: 509 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 5,110 shares; 2026Q1: 5,201 shares 5,201 $500K 0.03% +91 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: 4,256 shares; 2024Q4: 4,242 shares; 2025Q1: 3,738 shares; 2025Q2: 3,338 shares; 2025Q3: 2,970 shares; 2025Q4: 2,771 shares; 2026Q1: 2,403 shares 2,403 $498K 0.03% -368 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: 11,907 shares; 2024Q4: 12,299 shares; 2025Q1: 12,299 shares; 2025Q2: 12,299 shares; 2025Q3: 11,907 shares; 2025Q4: 11,907 shares; 2026Q1: 11,917 shares 11,917 $489K 0.03% +10 Timeline PLBC PLUMAS BANCORP More: the full row for PLUMAS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $488K 0.03% 0 Timeline XLB 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: 10,351 shares; 2024Q4: 9,079 shares; 2025Q1: 5,124 shares; 2025Q2: 5,101 shares; 2025Q3: 4,895 shares; 2025Q4: 9,658 shares; 2026Q1: 9,694 shares 9,694 $484K 0.03% +36 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: 500 shares; 2024Q4: 499 shares; 2025Q1: 579 shares; 2025Q2: 1,665 shares; 2025Q3: 1,744 shares; 2025Q4: 1,652 shares; 2026Q1: 1,975 shares 1,975 $480K 0.03% +323 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: 698 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 1,044 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 842 shares 842 $474K 0.03% -12 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,789 shares; 2025Q1: 5,789 shares; 2025Q2: 5,789 shares; 2025Q3: 5,789 shares; 2025Q4: 5,789 shares; 2026Q1: 11,407 shares 11,407 $472K 0.03% +5,618 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: 1,175 shares; 2024Q4: not reported; 2025Q1: 2,033 shares; 2025Q2: 2,047 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares; 2026Q1: 2,044 shares 2,044 $470K 0.03% +12 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 1,185 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares 1,535 $464K 0.03% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,123 shares; 2024Q4: 16,123 shares; 2025Q1: 14,502 shares; 2025Q2: 13,125 shares; 2025Q3: 13,125 shares; 2025Q4: 10,125 shares; 2026Q1: 10,125 shares 10,125 $463K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,860 shares 3,860 $458K 0.03% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,198 shares; 2025Q1: 5,258 shares; 2025Q2: 5,257 shares; 2025Q3: 5,297 shares; 2025Q4: 5,338 shares; 2026Q1: 5,633 shares 5,633 $456K 0.03% +295 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $452K 0.03% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,263 shares; 2025Q1: 1,238 shares; 2025Q2: 1,218 shares; 2025Q3: 1,228 shares; 2025Q4: 1,276 shares; 2026Q1: 1,268 shares 1,268 $449K 0.03% -8 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: 1,444 shares; 2024Q4: 1,444 shares; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 1,374 shares 1,374 $448K 0.03% +10 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: 920 shares; 2024Q4: not reported; 2025Q1: 1,270 shares; 2025Q2: 2,311 shares; 2025Q3: 2,331 shares; 2025Q4: 1,290 shares; 2026Q1: 1,295 shares 1,295 $447K 0.02% +5 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: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 9,918 shares; 2025Q2: 9,353 shares; 2025Q3: 9,006 shares; 2025Q4: 9,009 shares; 2026Q1: 8,661 shares 8,661 $445K 0.02% -348 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 8,935 shares; 2025Q1: 8,816 shares; 2025Q2: 8,821 shares; 2025Q3: 6,880 shares; 2025Q4: 6,909 shares; 2026Q1: 4,688 shares 4,688 $441K 0.02% -2,221 Timeline SJNK 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: 24,015 shares; 2024Q4: 24,015 shares; 2025Q1: 23,076 shares; 2025Q2: 19,535 shares; 2025Q3: 19,545 shares; 2025Q4: 19,303 shares; 2026Q1: 17,520 shares 17,520 $438K 0.02% -1,783 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: 2,908 shares; 2024Q4: 2,929 shares; 2025Q1: 2,904 shares; 2025Q2: 2,846 shares; 2025Q3: 2,846 shares; 2025Q4: 2,846 shares; 2026Q1: 3,397 shares 3,397 $437K 0.02% +551 Timeline DLN 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: 4,780 shares; 2024Q4: 4,780 shares; 2025Q1: 4,780 shares; 2025Q2: 4,798 shares; 2025Q3: 6,840 shares; 2025Q4: 6,866 shares; 2026Q1: 4,867 shares 4,867 $435K 0.02% -1,999 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: 9,021 shares; 2024Q4: 8,197 shares; 2025Q1: 7,932 shares; 2025Q2: 7,682 shares; 2025Q3: 7,632 shares; 2025Q4: 7,632 shares; 2026Q1: 7,684 shares 7,684 $433K 0.02% +52 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: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 40,000 shares; 2025Q2: 45,000 shares; 2025Q3: 50,000 shares; 2025Q4: 56,000 shares; 2026Q1: 56,000 shares 56,000 $430K 0.02% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $430K 0.02% 0 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 10,666 shares; 2025Q3: 10,666 shares; 2025Q4: 10,666 shares; 2026Q1: 10,666 shares 10,666 $427K 0.02% 0 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: 8,337 shares; 2024Q4: 2,637 shares; 2025Q1: 2,617 shares; 2025Q2: 2,617 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares; 2026Q1: 2,517 shares 2,517 $425K 0.02% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,009 shares; 2024Q4: 90,978 shares; 2025Q1: 11,676 shares; 2025Q2: 9,377 shares; 2025Q3: 7,855 shares; 2025Q4: 7,280 shares; 2026Q1: 7,178 shares 7,178 $420K 0.02% -102 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 10,854 shares; 2025Q1: 10,627 shares; 2025Q2: 10,627 shares; 2025Q3: 7,827 shares; 2025Q4: 7,827 shares; 2026Q1: 8,182 shares 8,182 $416K 0.02% +355 Timeline PZA 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: 17,835 shares; 2024Q4: 21,004 shares; 2025Q1: 21,013 shares; 2025Q2: 21,195 shares; 2025Q3: 18,026 shares; 2025Q4: 18,026 shares; 2026Q1: 18,015 shares 18,015 $414K 0.02% -11 Timeline MOG-B MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares 1,392 $411K 0.02% 0 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: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 3,465 shares; 2025Q2: 3,479 shares; 2025Q3: 3,386 shares; 2025Q4: 3,393 shares; 2026Q1: 3,599 shares 3,599 $407K 0.02% +206 Timeline BVFL BV FINL INC More: the full row for BV FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 20,913 shares 20,913 $400K 0.02% -4,087 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: 1,013 shares; 2024Q4: 1,004 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,184 shares; 2025Q4: 959 shares; 2026Q1: 1,237 shares 1,237 $394K 0.02% +278 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 2,686 shares; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 5,572 shares; 2025Q4: 4,879 shares; 2026Q1: 4,888 shares 4,888 $393K 0.02% +9 Timeline LSBK LAKE SHORE BANCORP INC More: the full row for LAKE SHORE BANCORP 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: 25,667 shares; 2025Q4: 25,677 shares; 2026Q1: 25,685 shares 25,685 $390K 0.02% +8 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: 6,150 shares; 2024Q4: 6,152 shares; 2025Q1: 6,599 shares; 2025Q2: 6,879 shares; 2025Q3: 6,879 shares; 2025Q4: 6,879 shares; 2026Q1: 6,830 shares 6,830 $388K 0.02% -49 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,199 shares 8,199 $383K 0.02% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 8,533 shares; 2025Q1: 8,345 shares; 2025Q2: 8,347 shares; 2025Q3: 8,270 shares; 2025Q4: 8,270 shares; 2026Q1: 7,205 shares 7,205 $379K 0.02% -1,065 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,465 shares; 2025Q1: 2,727 shares; 2025Q2: 2,728 shares; 2025Q3: 2,716 shares; 2025Q4: 2,740 shares; 2026Q1: 2,738 shares 2,738 $379K 0.02% -2 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 1,821 shares; 2025Q1: 1,821 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,821 shares; 2026Q1: 1,821 shares 1,821 $379K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 4,954 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 7,095 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $377K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 645 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 593 shares; 2025Q4: 565 shares; 2026Q1: 531 shares 531 $370K 0.02% -34 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 4,491 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares; 2025Q3: 3,959 shares; 2025Q4: 3,909 shares; 2026Q1: 3,909 shares 3,909 $365K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 9,587 shares; 2025Q1: 9,587 shares; 2025Q2: 9,587 shares; 2025Q3: 9,288 shares; 2025Q4: 6,839 shares; 2026Q1: 6,840 shares 6,840 $356K 0.02% +1 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: 3,525 shares; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares; 2026Q1: 11,995 shares 11,995 $349K 0.02% -2,105 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: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,467 shares; 2025Q2: 3,467 shares; 2025Q3: 3,343 shares; 2025Q4: 2,243 shares; 2026Q1: 2,243 shares 2,243 $349K 0.02% 0 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 11,818 shares; 2026Q1: 11,818 shares 11,818 $348K 0.02% 0 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,416 shares; 2024Q4: 6,416 shares; 2025Q1: 6,416 shares; 2025Q2: 6,416 shares; 2025Q3: 6,416 shares; 2025Q4: 6,416 shares; 2026Q1: 6,416 shares 6,416 $347K 0.02% 0 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: not reported; 2025Q2: 260 shares; 2025Q3: 319 shares; 2025Q4: 298 shares; 2026Q1: 258 shares 258 $341K 0.02% -40 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES 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: 8,550 shares; 2026Q1: 19,000 shares 19,000 $340K 0.02% +10,450 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,501 shares; 2024Q4: 17,501 shares; 2025Q1: 17,821 shares; 2025Q2: 17,788 shares; 2025Q3: 17,744 shares; 2025Q4: 14,567 shares; 2026Q1: 13,393 shares 13,393 $327K 0.02% -1,174 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 20,521 shares 20,521 $323K 0.02% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares; 2026Q1: 2,485 shares 2,485 $317K 0.02% +165 Timeline LFMD LIFEMD INC More: the full row for LIFEMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 100,000 shares; 2026Q1: 87,500 shares 87,500 $316K 0.02% -12,500 Timeline PRFZ 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: not reported; 2024Q4: not reported; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares 6,750 $310K 0.02% 0 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: 2,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,383 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,332 shares 1,332 $307K 0.02% -1 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,757 shares 5,757 $306K 0.02% new 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: 1,685 shares; 2024Q4: 1,703 shares; 2025Q1: 1,741 shares; 2025Q2: 1,731 shares; 2025Q3: 1,815 shares; 2025Q4: 1,808 shares; 2026Q1: 1,538 shares 1,538 $305K 0.02% -270 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: 6,054 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,590 shares; 2025Q3: 5,607 shares; 2025Q4: 3,332 shares; 2026Q1: 3,332 shares 3,332 $301K 0.02% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $299K 0.02% 0 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 1,089 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares 1,187 $297K 0.02% 0 Timeline IYH 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: 5,225 shares; 2025Q2: 5,225 shares; 2025Q3: 5,225 shares; 2025Q4: 4,725 shares; 2026Q1: 4,811 shares 4,811 $297K 0.02% +86 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: 2,016 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares 1,745 $295K 0.02% 0 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: 1,495 shares; 2025Q2: 1,487 shares; 2025Q3: 1,487 shares; 2025Q4: 1,487 shares; 2026Q1: 1,481 shares 1,481 $293K 0.02% -6 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: 5,108 shares; 2024Q4: 5,040 shares; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,276 shares; 2026Q1: 2,278 shares 2,278 $288K 0.02% +2 Timeline SPHQ 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: 3,682 shares; 2024Q4: 3,782 shares; 2025Q1: 3,782 shares; 2025Q2: 3,782 shares; 2025Q3: 3,782 shares; 2025Q4: 3,782 shares; 2026Q1: 3,782 shares 3,782 $284K 0.02% 0 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 4,921 shares; 2026Q1: 5,043 shares 5,043 $283K 0.02% +122 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,620 shares; 2025Q3: 1,621 shares; 2025Q4: 1,622 shares; 2026Q1: 1,624 shares 1,624 $280K 0.02% +2 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,139 shares; 2026Q1: 1,262 shares 1,262 $279K 0.02% +123 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: not reported; 2025Q3: 447 shares; 2025Q4: 619 shares; 2026Q1: 619 shares 619 $271K 0.02% 0 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: 1,448 shares; 2025Q1: 1,636 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares; 2026Q1: 1,731 shares 1,731 $268K 0.02% -5 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: 5,575 shares; 2024Q4: 5,575 shares; 2025Q1: 5,557 shares; 2025Q2: 5,585 shares; 2025Q3: 5,623 shares; 2025Q4: 5,642 shares; 2026Q1: 5,357 shares 5,357 $266K 0.01% -285 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,661 shares; 2025Q2: not reported; 2025Q3: 2,503 shares; 2025Q4: 2,743 shares; 2026Q1: 2,794 shares 2,794 $264K 0.01% +51 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,818 shares; 2024Q4: 53,636 shares; 2025Q1: 39,506 shares; 2025Q2: 39,154 shares; 2025Q3: 36,883 shares; 2025Q4: 24,653 shares; 2026Q1: 24,654 shares 24,654 $261K 0.01% +1 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,516 shares; 2025Q2: 6,684 shares; 2025Q3: 7,020 shares; 2025Q4: 6,501 shares; 2026Q1: 5,653 shares 5,653 $257K 0.01% -848 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,170 shares; 2025Q2: 1,489 shares; 2025Q3: 1,170 shares; 2025Q4: 945 shares; 2026Q1: 895 shares 895 $257K 0.01% -50 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,893 shares; 2024Q4: 29,893 shares; 2025Q1: 44,154 shares; 2025Q2: 44,154 shares; 2025Q3: 49,349 shares; 2025Q4: 43,972 shares; 2026Q1: 38,628 shares 38,628 $256K 0.01% -5,344 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: not reported; 2024Q4: not reported; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 1,648 shares; 2026Q1: 1,648 shares 1,648 $252K 0.01% 0 Timeline VFH 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: 2,438 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,076 shares 2,076 $251K 0.01% -300 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,769 shares 1,769 $247K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,544 shares; 2025Q1: 1,923 shares; 2025Q2: 1,898 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares; 2026Q1: 1,989 shares 1,989 $238K 0.01% 0 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: 839 shares 839 $237K 0.01% new 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: 1,847 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares 1,807 $237K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,255 shares 3,255 $237K 0.01% new Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,072 shares; 2024Q4: 12,072 shares; 2025Q1: 12,072 shares; 2025Q2: 12,072 shares; 2025Q3: 12,072 shares; 2025Q4: 12,072 shares; 2026Q1: 12,072 shares 12,072 $235K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: not reported; 2025Q1: 4,398 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,592 shares 3,592 $233K 0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,139 shares; 2025Q4: 2,354 shares; 2026Q1: 2,396 shares 2,396 $232K 0.01% +42 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 772 shares 772 $230K 0.01% new Timeline KRE 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: 3,668 shares; 2024Q4: 3,653 shares; 2025Q1: 3,553 shares; 2025Q2: 3,553 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares; 2026Q1: 3,480 shares 3,480 $227K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $225K 0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 809 shares; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 773 shares; 2025Q4: 756 shares; 2026Q1: 720 shares 720 $225K 0.01% -36 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 6,007 shares; 2026Q1: 6,007 shares 6,007 $225K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 838 shares; 2026Q1: 838 shares 838 $224K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $220K 0.01% new 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: 1,872 shares 1,872 $216K 0.01% 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: 2,355 shares; 2025Q4: 2,356 shares; 2026Q1: 2,359 shares 2,359 $215K 0.01% +3 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $214K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 1,878 shares; 2025Q1: 1,055 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 826 shares; 2026Q1: 826 shares 826 $213K 0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,269 shares; 2025Q1: 16,269 shares; 2025Q2: 16,269 shares; 2025Q3: 16,269 shares; 2025Q4: 16,269 shares; 2026Q1: 16,269 shares 16,269 $210K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 223 shares; 2025Q4: 221 shares; 2026Q1: 218 shares 218 $210K 0.01% -3 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,601 shares; 2025Q1: 1,601 shares; 2025Q2: 1,560 shares; 2025Q3: 1,555 shares; 2025Q4: not reported; 2026Q1: 720 shares 720 $209K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100 $208K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 7,329 shares; 2025Q1: 10,860 shares; 2025Q2: 9,851 shares; 2025Q3: 9,873 shares; 2025Q4: 8,281 shares; 2026Q1: 1,190 shares 1,190 $206K 0.01% -7,091 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: 318 shares; 2024Q4: 306 shares; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $205K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,124 shares; 2025Q2: 10,149 shares; 2025Q3: 10,197 shares; 2025Q4: 10,217 shares; 2026Q1: 10,239 shares 10,239 $205K 0.01% +22 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,461 shares; 2025Q2: 7,650 shares; 2025Q3: 5,450 shares; 2025Q4: not reported; 2026Q1: 4,050 shares 4,050 $203K 0.01% new 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: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: not reported; 2026Q1: 770 shares 770 $200K 0.01% new Timeline KORE KORE GROUP HLDGS INC More: the full row for KORE GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,430 shares; 2024Q4: 34,430 shares; 2025Q1: 34,430 shares; 2025Q2: 34,430 shares; 2025Q3: 34,430 shares; 2025Q4: 34,430 shares; 2026Q1: 20,430 shares 20,430 $184K 0.01% -14,000 Timeline RAND RAND CAP CORP More: the full row for RAND CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,763 shares; 2025Q2: 15,382 shares; 2025Q3: 15,382 shares; 2025Q4: 15,382 shares; 2026Q1: 15,382 shares 15,382 $181K 0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $176K 0.01% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,576 shares; 2024Q4: 13,576 shares; 2025Q1: 13,576 shares; 2025Q2: 13,576 shares; 2025Q3: 13,779 shares; 2025Q4: 12,531 shares; 2026Q1: 12,699 shares 12,699 $161K 0.01% +168 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL 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: 11,371 shares 11,371 $109K 0.01% new Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM 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: 12,044 shares; 2026Q1: 12,111 shares 12,111 $94.5K 0.01% +67 Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 100,000 shares 100,000 $58.3K <0.01% new Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 30,000 shares 30,000 $48.9K <0.01% -25,000 Timeline IVVD INVIVYD INC More: the full row for INVIVYD 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $13K <0.01% 0 Timeline