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: 21,368,471 shares; 2024Q4: 21,653,460 shares; 2025Q1: 21,831,744 shares; 2025Q2: 22,229,974 shares; 2025Q3: 22,735,267 shares; 2025Q4: 22,993,006 shares; 2026Q1: 24,018,496 shares 24,018,496 $15.7B 10.64% +1,025,490 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: 91,686,451 shares; 2024Q4: 100,567,828 shares; 2025Q1: 108,563,586 shares; 2025Q2: 114,896,140 shares; 2025Q3: 124,942,968 shares; 2025Q4: 117,781,202 shares; 2026Q1: 121,385,406 shares 121,385,406 $8.94B 6.06% +3,604,204 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: 145,118,743 shares; 2024Q4: 143,281,080 shares; 2025Q1: 138,346,303 shares; 2025Q2: 132,070,439 shares; 2025Q3: 128,084,556 shares; 2025Q4: 124,175,031 shares; 2026Q1: 120,418,397 shares 120,418,397 $7.72B 5.23% -3,756,634 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: 53,357,013 shares; 2024Q4: 68,708,048 shares; 2025Q1: 86,619,802 shares; 2025Q2: 99,636,348 shares; 2025Q3: 112,764,556 shares; 2025Q4: 125,134,437 shares; 2026Q1: 133,821,065 shares 133,821,065 $6.11B 4.14% +8,686,628 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: 73,250,119 shares; 2024Q4: 76,994,604 shares; 2025Q1: 80,140,007 shares; 2025Q2: 83,062,157 shares; 2025Q3: 87,966,062 shares; 2025Q4: 92,668,609 shares; 2026Q1: 96,641,159 shares 96,641,159 $5.72B 3.88% +3,972,550 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: 70,336,905 shares; 2024Q4: 70,663,640 shares; 2025Q1: 72,470,640 shares; 2025Q2: 73,244,097 shares; 2025Q3: 75,109,409 shares; 2025Q4: 76,276,642 shares; 2026Q1: 77,654,854 shares 77,654,854 $5.42B 3.67% +1,378,212 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,839,996 shares; 2024Q4: 12,731,448 shares; 2025Q1: 12,677,960 shares; 2025Q2: 12,591,614 shares; 2025Q3: 12,394,725 shares; 2025Q4: 12,216,959 shares; 2026Q1: 12,262,531 shares 12,262,531 $3.66B 2.49% +45,572 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: 9,615,504 shares; 2024Q4: 10,295,510 shares; 2025Q1: 10,175,738 shares; 2025Q2: 10,174,834 shares; 2025Q3: 10,884,515 shares; 2025Q4: 11,310,582 shares; 2026Q1: 12,129,399 shares 12,129,399 $3.08B 2.09% +818,817 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: 554,536 shares; 2024Q4: 543,819 shares; 2025Q1: 551,766 shares; 2025Q2: 513,072 shares; 2025Q3: 518,674 shares; 2025Q4: 26,106,715 shares; 2026Q1: 37,384,791 shares 37,384,791 $2.93B 1.99% +11,278,076 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: 29,491,836 shares; 2024Q4: 30,413,021 shares; 2025Q1: 30,820,373 shares; 2025Q2: 31,140,324 shares; 2025Q3: 32,029,687 shares; 2025Q4: 32,800,149 shares; 2026Q1: 33,659,028 shares 33,659,028 $2.58B 1.75% +858,879 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: 8,180,070 shares; 2024Q4: 8,086,671 shares; 2025Q1: 8,212,002 shares; 2025Q2: 8,406,520 shares; 2025Q3: 8,331,100 shares; 2025Q4: 8,415,358 shares; 2026Q1: 8,310,889 shares 8,310,889 $2.39B 1.62% -104,469 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: 6,339,510 shares; 2024Q4: 9,618,979 shares; 2025Q1: 14,443,482 shares; 2025Q2: 18,388,604 shares; 2025Q3: 20,621,860 shares; 2025Q4: 22,592,408 shares; 2026Q1: 23,779,849 shares 23,779,849 $2.37B 1.61% +1,187,441 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: 7,599,372 shares; 2024Q4: 8,817,922 shares; 2025Q1: 9,335,009 shares; 2025Q2: 9,143,670 shares; 2025Q3: 11,481,241 shares; 2025Q4: 12,548,619 shares; 2026Q1: 13,535,313 shares 13,535,313 $2.36B 1.6% +986,694 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,067,807 shares; 2024Q4: 24,612,975 shares; 2025Q1: 25,005,319 shares; 2025Q2: 25,511,256 shares; 2025Q3: 26,438,339 shares; 2025Q4: 26,568,303 shares; 2026Q1: 27,022,817 shares 27,022,817 $2.24B 1.52% +454,514 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: 6,185,424 shares; 2024Q4: 7,991,514 shares; 2025Q1: 11,240,479 shares; 2025Q2: 14,595,072 shares; 2025Q3: 16,802,461 shares; 2025Q4: 18,844,762 shares; 2026Q1: 20,195,491 shares 20,195,491 $2.23B 1.51% +1,350,729 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,919,139 shares; 2024Q4: 82,467,395 shares; 2025Q1: 82,661,328 shares; 2025Q2: 81,577,917 shares; 2025Q3: 80,734,185 shares; 2025Q4: 83,812,325 shares; 2026Q1: 82,270,037 shares 82,270,037 $2.11B 1.43% -1,542,288 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: 6,826,515 shares; 2024Q4: 6,620,100 shares; 2025Q1: 6,539,772 shares; 2025Q2: 6,351,163 shares; 2025Q3: 6,204,269 shares; 2025Q4: 6,067,010 shares; 2026Q1: 6,120,710 shares 6,120,710 $1.96B 1.33% +53,700 Timeline XLRE 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: 29,147,305 shares; 2024Q4: 31,927,658 shares; 2025Q1: 34,507,302 shares; 2025Q2: 37,386,268 shares; 2025Q3: 40,704,991 shares; 2025Q4: 44,493,176 shares; 2026Q1: 47,961,726 shares 47,961,726 $1.96B 1.33% +3,468,550 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: 2,976,452 shares; 2024Q4: 2,941,899 shares; 2025Q1: 2,989,193 shares; 2025Q2: 2,931,720 shares; 2025Q3: 2,984,649 shares; 2025Q4: 3,014,752 shares; 2026Q1: 2,956,006 shares 2,956,006 $1.92B 1.3% -58,746 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,211,136 shares; 2024Q4: 13,243,407 shares; 2025Q1: 16,821,024 shares; 2025Q2: 20,228,460 shares; 2025Q3: 22,684,991 shares; 2025Q4: 24,835,701 shares; 2026Q1: 26,230,978 shares 26,230,978 $1.87B 1.27% +1,395,277 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: 37,094,244 shares; 2024Q4: 40,362,015 shares; 2025Q1: 43,214,109 shares; 2025Q2: 45,354,564 shares; 2025Q3: 48,756,348 shares; 2025Q4: 50,904,613 shares; 2026Q1: 53,069,411 shares 53,069,411 $1.6B 1.08% +2,164,798 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: 17,519,446 shares; 2024Q4: 17,995,579 shares; 2025Q1: 17,699,815 shares; 2025Q2: 17,982,959 shares; 2025Q3: 17,808,671 shares; 2025Q4: 17,555,598 shares; 2026Q1: 19,092,951 shares 19,092,951 $1.6B 1.08% +1,537,353 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,627,580 shares; 2024Q4: 13,224,764 shares; 2025Q1: 13,121,147 shares; 2025Q2: 12,339,988 shares; 2025Q3: 13,191,212 shares; 2025Q4: 13,555,369 shares; 2026Q1: 14,367,478 shares 14,367,478 $1.53B 1.03% +812,109 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: 2,559,944 shares; 2024Q4: 2,655,768 shares; 2025Q1: 2,784,681 shares; 2025Q2: 2,915,631 shares; 2025Q3: 3,344,533 shares; 2025Q4: 3,517,731 shares; 2026Q1: 3,870,580 shares 3,870,580 $1.43B 0.97% +352,849 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: 12,631,424 shares; 2024Q4: 12,879,420 shares; 2025Q1: 12,704,025 shares; 2025Q2: 12,373,724 shares; 2025Q3: 11,970,111 shares; 2025Q4: 10,644,543 shares; 2026Q1: 14,026,407 shares 14,026,407 $1.39B 0.94% +3,381,864 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,963,386 shares; 2024Q4: 25,130,883 shares; 2025Q1: 26,149,018 shares; 2025Q2: 26,851,781 shares; 2025Q3: 26,101,247 shares; 2025Q4: 25,032,475 shares; 2026Q1: 27,532,088 shares 27,532,088 $1.37B 0.93% +2,499,613 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,709,007 shares; 2024Q4: 2,701,189 shares; 2025Q1: 2,761,647 shares; 2025Q2: 2,764,486 shares; 2025Q3: 2,794,034 shares; 2025Q4: 2,855,073 shares; 2026Q1: 2,837,844 shares 2,837,844 $1.36B 0.92% -17,229 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,048,811 shares; 2024Q4: 41,738,185 shares; 2025Q1: 41,257,141 shares; 2025Q2: 41,355,792 shares; 2025Q3: 40,928,992 shares; 2025Q4: 41,856,869 shares; 2026Q1: 47,134,843 shares 47,134,843 $1.17B 0.79% +5,277,974 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,557,959 shares; 2024Q4: 12,733,211 shares; 2025Q1: 13,762,501 shares; 2025Q2: 15,055,511 shares; 2025Q3: 16,456,953 shares; 2025Q4: 17,856,346 shares; 2026Q1: 19,200,025 shares 19,200,025 $1.14B 0.78% +1,343,679 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: 16,156,844 shares; 2024Q4: 14,891,985 shares; 2025Q1: 14,212,091 shares; 2025Q2: 13,676,143 shares; 2025Q3: 13,258,724 shares; 2025Q4: 12,870,569 shares; 2026Q1: 12,560,585 shares 12,560,585 $1.11B 0.76% -309,984 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,995,882 shares; 2024Q4: 23,247,782 shares; 2025Q1: 22,673,981 shares; 2025Q2: 22,882,892 shares; 2025Q3: 22,369,067 shares; 2025Q4: 22,040,467 shares; 2026Q1: 21,771,079 shares 21,771,079 $1.02B 0.69% -269,388 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: 20,014,773 shares; 2024Q4: 19,405,127 shares; 2025Q1: 19,008,101 shares; 2025Q2: 18,875,383 shares; 2025Q3: 18,604,973 shares; 2025Q4: 18,380,259 shares; 2026Q1: 18,221,206 shares 18,221,206 $985M 0.67% -159,053 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: 1,254,474 shares; 2024Q4: 1,262,187 shares; 2025Q1: 1,321,307 shares; 2025Q2: 1,343,735 shares; 2025Q3: 1,394,852 shares; 2025Q4: 1,513,193 shares; 2026Q1: 1,618,133 shares 1,618,133 $967M 0.66% +104,940 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,830,646 shares; 2024Q4: 28,594,739 shares; 2025Q1: 28,918,993 shares; 2025Q2: 29,603,590 shares; 2025Q3: 29,528,019 shares; 2025Q4: 30,436,442 shares; 2026Q1: 29,432,010 shares 29,432,010 $911M 0.62% -1,004,432 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099,667 shares; 2024Q4: 3,280,141 shares; 2025Q1: 3,401,986 shares; 2025Q2: 3,510,082 shares; 2025Q3: 3,876,106 shares; 2025Q4: 4,065,394 shares; 2026Q1: 4,314,124 shares 4,314,124 $899M 0.61% +248,730 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: 1,946,827 shares; 2024Q4: 1,973,686 shares; 2025Q1: 2,169,862 shares; 2025Q2: 2,297,999 shares; 2025Q3: 2,564,366 shares; 2025Q4: 2,712,504 shares; 2026Q1: 2,951,228 shares 2,951,228 $849M 0.58% +238,724 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,143,862 shares; 2024Q4: 14,071,843 shares; 2025Q1: 13,945,494 shares; 2025Q2: 14,095,721 shares; 2025Q3: 13,907,074 shares; 2025Q4: 13,707,684 shares; 2026Q1: 13,521,487 shares 13,521,487 $844M 0.57% -186,197 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,228,179 shares; 2024Q4: 20,433,800 shares; 2025Q1: 20,078,302 shares; 2025Q2: 19,526,618 shares; 2025Q3: 19,125,476 shares; 2025Q4: 18,906,934 shares; 2026Q1: 21,758,142 shares 21,758,142 $717M 0.49% +2,851,208 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685,987 shares; 2024Q4: 3,649,157 shares; 2025Q1: 3,619,849 shares; 2025Q2: 3,603,154 shares; 2025Q3: 3,575,036 shares; 2025Q4: 3,618,754 shares; 2026Q1: 3,839,152 shares 3,839,152 $569M 0.39% +220,398 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: 779,322 shares; 2024Q4: 846,244 shares; 2025Q1: 961,859 shares; 2025Q2: 1,081,125 shares; 2025Q3: 1,517,896 shares; 2025Q4: 1,701,196 shares; 2026Q1: 1,801,894 shares 1,801,894 $558M 0.38% +100,698 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: 716,847 shares; 2024Q4: 728,996 shares; 2025Q1: 779,775 shares; 2025Q2: 887,651 shares; 2025Q3: 849,468 shares; 2025Q4: 890,294 shares; 2026Q1: 947,746 shares 947,746 $542M 0.37% +57,452 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: 1,880,342 shares; 2024Q4: 1,894,751 shares; 2025Q1: 1,998,547 shares; 2025Q2: 1,965,440 shares; 2025Q3: 1,964,964 shares; 2025Q4: 2,125,744 shares; 2026Q1: 2,035,636 shares 2,035,636 $533M 0.36% -90,108 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,544,297 shares; 2024Q4: 1,545,624 shares; 2025Q1: 1,596,260 shares; 2025Q2: 1,678,127 shares; 2025Q3: 1,786,103 shares; 2025Q4: 1,774,084 shares; 2026Q1: 1,824,150 shares 1,824,150 $523M 0.35% +50,066 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: 1,139,115 shares; 2024Q4: 1,179,960 shares; 2025Q1: 1,335,043 shares; 2025Q2: 1,364,887 shares; 2025Q3: 1,460,896 shares; 2025Q4: 1,499,252 shares; 2026Q1: 1,543,468 shares 1,543,468 $454M 0.31% +44,216 Timeline SCHH 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: 25,699,563 shares; 2024Q4: 24,294,749 shares; 2025Q1: 23,399,832 shares; 2025Q2: 22,634,627 shares; 2025Q3: 21,709,204 shares; 2025Q4: 21,105,120 shares; 2026Q1: 20,357,903 shares 20,357,903 $437M 0.3% -747,217 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: 590,395 shares; 2024Q4: 604,466 shares; 2025Q1: 651,286 shares; 2025Q2: 655,810 shares; 2025Q3: 695,672 shares; 2025Q4: 707,024 shares; 2026Q1: 718,318 shares 718,318 $415M 0.28% +11,294 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: 896,484 shares; 2024Q4: 863,404 shares; 2025Q1: 878,790 shares; 2025Q2: 858,358 shares; 2025Q3: 911,747 shares; 2025Q4: 988,501 shares; 2026Q1: 1,054,828 shares 1,054,828 $392M 0.27% +66,327 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: 228,526 shares; 2024Q4: 235,537 shares; 2025Q1: 257,976 shares; 2025Q2: 266,992 shares; 2025Q3: 353,081 shares; 2025Q4: 382,846 shares; 2026Q1: 420,635 shares 420,635 $387M 0.26% +37,789 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: 1,801,232 shares; 2024Q4: 1,780,400 shares; 2025Q1: 1,779,468 shares; 2025Q2: 1,766,032 shares; 2025Q3: 1,877,399 shares; 2025Q4: 2,024,122 shares; 2026Q1: 2,234,969 shares 2,234,969 $379M 0.26% +210,847 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: 988,403 shares; 2024Q4: 984,930 shares; 2025Q1: 1,082,877 shares; 2025Q2: 1,055,881 shares; 2025Q3: 1,145,030 shares; 2025Q4: 1,246,657 shares; 2026Q1: 1,341,281 shares 1,341,281 $328M 0.22% +94,624 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: 5,004,261 shares; 2024Q4: 4,944,508 shares; 2025Q1: 5,002,993 shares; 2025Q2: 4,800,760 shares; 2025Q3: 4,787,999 shares; 2025Q4: 4,760,563 shares; 2026Q1: 4,838,549 shares 4,838,549 $327M 0.22% +77,986 Timeline SPTM 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: 140,807 shares; 2024Q4: 330,659 shares; 2025Q1: 1,812,788 shares; 2025Q2: 2,970,972 shares; 2025Q3: 3,017,159 shares; 2025Q4: 3,207,074 shares; 2026Q1: 4,126,427 shares 4,126,427 $326M 0.22% +919,353 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: 1,800,743 shares; 2024Q4: 1,890,313 shares; 2025Q1: 2,023,485 shares; 2025Q2: 2,099,675 shares; 2025Q3: 2,288,739 shares; 2025Q4: 2,426,642 shares; 2026Q1: 2,551,572 shares 2,551,572 $317M 0.22% +124,930 Timeline SUB 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: 2,486,417 shares; 2024Q4: 2,555,209 shares; 2025Q1: 2,565,673 shares; 2025Q2: 2,636,435 shares; 2025Q3: 2,753,494 shares; 2025Q4: 2,813,439 shares; 2026Q1: 2,904,852 shares 2,904,852 $309M 0.21% +91,413 Timeline SCZ 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: 4,833,346 shares; 2024Q4: 4,696,161 shares; 2025Q1: 4,499,028 shares; 2025Q2: 4,279,272 shares; 2025Q3: 4,145,773 shares; 2025Q4: 4,001,104 shares; 2026Q1: 3,924,370 shares 3,924,370 $308M 0.21% -76,734 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: 224,169 shares; 2024Q4: 221,852 shares; 2025Q1: 238,386 shares; 2025Q2: 244,564 shares; 2025Q3: 261,933 shares; 2025Q4: 266,196 shares; 2026Q1: 301,233 shares 301,233 $300M 0.2% +35,037 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149,914 shares; 2024Q4: 2,123,293 shares; 2025Q1: 2,143,444 shares; 2025Q2: 2,117,760 shares; 2025Q3: 2,103,130 shares; 2025Q4: 2,084,729 shares; 2026Q1: 2,049,370 shares 2,049,370 $292M 0.2% -35,359 Timeline VONV 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: 58,662 shares; 2024Q4: 59,476 shares; 2025Q1: 112,950 shares; 2025Q2: 67,239 shares; 2025Q3: 66,781 shares; 2025Q4: 73,905 shares; 2026Q1: 2,989,279 shares 2,989,279 $280M 0.19% +2,915,374 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: 6,934,244 shares; 2024Q4: 6,831,323 shares; 2025Q1: 6,966,496 shares; 2025Q2: 6,915,048 shares; 2025Q3: 7,360,130 shares; 2025Q4: 8,058,136 shares; 2026Q1: 7,975,443 shares 7,975,443 $267M 0.18% -82,693 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: 227,915 shares; 2024Q4: 241,658 shares; 2025Q1: 262,465 shares; 2025Q2: 275,950 shares; 2025Q3: 343,917 shares; 2025Q4: 356,019 shares; 2026Q1: 365,769 shares 365,769 $259M 0.18% +9,750 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: 947,415 shares; 2024Q4: 1,103,362 shares; 2025Q1: 1,108,152 shares; 2025Q2: 1,092,441 shares; 2025Q3: 1,117,273 shares; 2025Q4: 1,126,535 shares; 2026Q1: 1,204,922 shares 1,204,922 $259M 0.18% +78,387 Timeline DGS 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: 13,094,257 shares; 2024Q4: 8,923,341 shares; 2025Q1: 7,037,588 shares; 2025Q2: 5,425,374 shares; 2025Q3: 4,957,148 shares; 2025Q4: 4,516,379 shares; 2026Q1: 4,208,248 shares 4,208,248 $253M 0.17% -308,131 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: 2,839,297 shares; 2024Q4: 2,769,313 shares; 2025Q1: 2,910,999 shares; 2025Q2: 2,744,172 shares; 2025Q3: 2,699,593 shares; 2025Q4: 2,683,640 shares; 2026Q1: 2,753,122 shares 2,753,122 $249M 0.17% +69,482 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: 566,729 shares; 2024Q4: 576,941 shares; 2025Q1: 637,229 shares; 2025Q2: 654,325 shares; 2025Q3: 762,993 shares; 2025Q4: 766,290 shares; 2026Q1: 811,682 shares 811,682 $245M 0.17% +45,392 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: 1,393,443 shares; 2024Q4: 1,382,915 shares; 2025Q1: 1,427,105 shares; 2025Q2: 1,441,987 shares; 2025Q3: 1,579,575 shares; 2025Q4: 1,542,110 shares; 2026Q1: 1,693,989 shares 1,693,989 $245M 0.17% +151,879 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,471,095 shares; 2024Q4: 5,390,141 shares; 2025Q1: 5,295,811 shares; 2025Q2: 5,251,545 shares; 2025Q3: 5,128,384 shares; 2025Q4: 5,039,285 shares; 2026Q1: 4,952,745 shares 4,952,745 $240M 0.16% -86,540 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: 750,811 shares; 2024Q4: 761,073 shares; 2025Q1: 843,026 shares; 2025Q2: 839,083 shares; 2025Q3: 970,143 shares; 2025Q4: 1,043,813 shares; 2026Q1: 1,103,490 shares 1,103,490 $240M 0.16% +59,677 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667,805 shares; 2024Q4: 3,604,136 shares; 2025Q1: 3,559,740 shares; 2025Q2: 3,530,566 shares; 2025Q3: 3,457,489 shares; 2025Q4: 3,426,182 shares; 2026Q1: 3,357,019 shares 3,357,019 $238M 0.16% -69,163 Timeline VONG 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: 87,508 shares; 2024Q4: 98,646 shares; 2025Q1: 121,969 shares; 2025Q2: 110,895 shares; 2025Q3: 122,605 shares; 2025Q4: 121,604 shares; 2026Q1: 2,150,175 shares 2,150,175 $236M 0.16% +2,028,571 Timeline VXF 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: 484,769 shares; 2024Q4: 482,809 shares; 2025Q1: 479,297 shares; 2025Q2: 481,857 shares; 2025Q3: 492,519 shares; 2025Q4: 496,103 shares; 2026Q1: 1,137,537 shares 1,137,537 $234M 0.16% +641,434 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: 658,314 shares; 2024Q4: 652,649 shares; 2025Q1: 667,125 shares; 2025Q2: 657,797 shares; 2025Q3: 655,263 shares; 2025Q4: 657,338 shares; 2026Q1: 642,293 shares 642,293 $229M 0.16% -15,045 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: 223,520 shares; 2024Q4: 206,201 shares; 2025Q1: 225,128 shares; 2025Q2: 258,780 shares; 2025Q3: 562,375 shares; 2025Q4: 606,135 shares; 2026Q1: 634,638 shares 634,638 $217M 0.15% +28,503 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: 495,686 shares; 2024Q4: 469,944 shares; 2025Q1: 498,284 shares; 2025Q2: 532,247 shares; 2025Q3: 566,927 shares; 2025Q4: 605,653 shares; 2026Q1: 638,516 shares 638,516 $216M 0.15% +32,863 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: 513,327 shares; 2024Q4: 513,220 shares; 2025Q1: 532,904 shares; 2025Q2: 542,737 shares; 2025Q3: 612,501 shares; 2025Q4: 587,556 shares; 2026Q1: 621,036 shares 621,036 $204M 0.14% +33,480 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: 2,044,956 shares; 2024Q4: 2,022,147 shares; 2025Q1: 2,110,629 shares; 2025Q2: 2,085,026 shares; 2025Q3: 2,071,253 shares; 2025Q4: 2,069,349 shares; 2026Q1: 2,087,353 shares 2,087,353 $203M 0.14% +18,004 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: 437,035 shares; 2024Q4: 454,542 shares; 2025Q1: 462,628 shares; 2025Q2: 467,125 shares; 2025Q3: 461,381 shares; 2025Q4: 478,804 shares; 2026Q1: 471,347 shares 471,347 $201M 0.14% -7,457 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: 545,842 shares; 2024Q4: 614,995 shares; 2025Q1: 652,414 shares; 2025Q2: 620,572 shares; 2025Q3: 748,273 shares; 2025Q4: 733,440 shares; 2026Q1: 900,524 shares 900,524 $186M 0.13% +167,084 Timeline DOL 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: 2,722,436 shares; 2024Q4: 2,722,945 shares; 2025Q1: 2,694,168 shares; 2025Q2: 2,674,042 shares; 2025Q3: 2,683,179 shares; 2025Q4: 2,663,726 shares; 2026Q1: 2,696,930 shares 2,696,930 $183M 0.12% +33,204 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563,358 shares; 2024Q4: 3,548,218 shares; 2025Q1: 3,519,193 shares; 2025Q2: 3,497,364 shares; 2025Q3: 3,425,004 shares; 2025Q4: 3,431,663 shares; 2026Q1: 3,414,821 shares 3,414,821 $180M 0.12% -16,842 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: 2,666,608 shares; 2024Q4: 2,683,925 shares; 2025Q1: 2,987,921 shares; 2025Q2: 3,053,878 shares; 2025Q3: 3,535,527 shares; 2025Q4: 3,699,073 shares; 2026Q1: 3,662,719 shares 3,662,719 $179M 0.12% -36,354 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: 619,556 shares; 2024Q4: 666,212 shares; 2025Q1: 688,663 shares; 2025Q2: 699,001 shares; 2025Q3: 717,909 shares; 2025Q4: 938,262 shares; 2026Q1: 902,783 shares 902,783 $177M 0.12% -35,479 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: 1,852,532 shares; 2024Q4: 1,862,861 shares; 2025Q1: 1,928,928 shares; 2025Q2: 1,955,851 shares; 2025Q3: 1,938,484 shares; 2025Q4: 2,098,146 shares; 2026Q1: 2,321,669 shares 2,321,669 $177M 0.12% +223,523 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,333,310 shares; 2024Q4: 4,524,557 shares; 2025Q1: 4,549,705 shares; 2025Q2: 4,689,773 shares; 2025Q3: 4,678,377 shares; 2025Q4: 6,787,631 shares; 2026Q1: 5,992,974 shares 5,992,974 $174M 0.12% -794,657 Timeline ESGV 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: 1,230,874 shares; 2024Q4: 1,243,747 shares; 2025Q1: 1,253,912 shares; 2025Q2: 1,276,648 shares; 2025Q3: 1,231,498 shares; 2025Q4: 1,344,445 shares; 2026Q1: 1,457,828 shares 1,457,828 $164M 0.11% +113,383 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: 110,551 shares; 2024Q4: 117,600 shares; 2025Q1: 124,269 shares; 2025Q2: 132,313 shares; 2025Q3: 145,462 shares; 2025Q4: 1,613,664 shares; 2026Q1: 1,687,485 shares 1,687,485 $162M 0.11% +73,821 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: 7 shares; 2024Q4: 11 shares; 2025Q1: 201 shares; 2025Q2: 199 shares; 2025Q3: 195 shares; 2025Q4: 220 shares; 2026Q1: 225 shares 225 $162M 0.11% +5 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: 271,283 shares; 2024Q4: 294,489 shares; 2025Q1: 297,378 shares; 2025Q2: 296,917 shares; 2025Q3: 310,408 shares; 2025Q4: 379,265 shares; 2026Q1: 360,936 shares 360,936 $158M 0.11% -18,329 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: 842,472 shares; 2024Q4: 921,723 shares; 2025Q1: 998,197 shares; 2025Q2: 944,651 shares; 2025Q3: 1,076,508 shares; 2025Q4: 1,246,651 shares; 2026Q1: 1,308,297 shares 1,308,297 $157M 0.11% +61,646 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: 774,912 shares; 2024Q4: 769,356 shares; 2025Q1: 826,192 shares; 2025Q2: 835,615 shares; 2025Q3: 992,149 shares; 2025Q4: 1,087,824 shares; 2026Q1: 1,066,125 shares 1,066,125 $157M 0.11% -21,699 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: 1,416,016 shares; 2024Q4: 1,566,357 shares; 2025Q1: 1,368,842 shares; 2025Q2: 1,283,517 shares; 2025Q3: 1,271,447 shares; 2025Q4: 1,256,421 shares; 2026Q1: 1,256,876 shares 1,256,876 $156M 0.11% +455 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: 247,981 shares; 2024Q4: 248,635 shares; 2025Q1: 323,637 shares; 2025Q2: 263,805 shares; 2025Q3: 286,128 shares; 2025Q4: 276,564 shares; 2026Q1: 248,681 shares 248,681 $153M 0.1% -27,883 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 498,734 shares; 2025Q1: 553,039 shares; 2025Q2: 546,481 shares; 2025Q3: 583,818 shares; 2025Q4: 671,956 shares; 2026Q1: 714,502 shares 714,502 $153M 0.1% +42,546 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: 436,660 shares; 2024Q4: 405,949 shares; 2025Q1: 412,418 shares; 2025Q2: 441,405 shares; 2025Q3: 612,062 shares; 2025Q4: 671,405 shares; 2026Q1: 731,233 shares 731,233 $149M 0.1% +59,828 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: 1,155,964 shares; 2024Q4: 1,211,826 shares; 2025Q1: 1,388,989 shares; 2025Q2: 1,439,591 shares; 2025Q3: 1,530,885 shares; 2025Q4: 1,641,046 shares; 2026Q1: 1,907,189 shares 1,907,189 $148M 0.1% +266,143 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: 560,710 shares; 2024Q4: 593,418 shares; 2025Q1: 603,746 shares; 2025Q2: 567,965 shares; 2025Q3: 568,709 shares; 2025Q4: 605,575 shares; 2026Q1: 570,875 shares 570,875 $142M 0.1% -34,700 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: 205,594 shares; 2024Q4: 219,259 shares; 2025Q1: 235,562 shares; 2025Q2: 243,590 shares; 2025Q3: 259,281 shares; 2025Q4: 267,317 shares; 2026Q1: 282,263 shares 282,263 $141M 0.1% +14,946 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: 1,753,627 shares; 2024Q4: 1,646,514 shares; 2025Q1: 1,543,663 shares; 2025Q2: 1,438,272 shares; 2025Q3: 1,378,438 shares; 2025Q4: 1,246,571 shares; 2026Q1: 1,176,837 shares 1,176,837 $140M 0.09% -69,734 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: 329,417 shares; 2024Q4: 355,997 shares; 2025Q1: 367,647 shares; 2025Q2: 360,264 shares; 2025Q3: 379,663 shares; 2025Q4: 396,480 shares; 2026Q1: 445,841 shares 445,841 $139M 0.09% +49,361 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: 526,640 shares; 2024Q4: 555,170 shares; 2025Q1: 603,485 shares; 2025Q2: 639,142 shares; 2025Q3: 700,804 shares; 2025Q4: 808,365 shares; 2026Q1: 885,786 shares 885,786 $138M 0.09% +77,421 Timeline SCHC 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: 1,367,262 shares; 2024Q4: 1,323,408 shares; 2025Q1: 1,303,691 shares; 2025Q2: 1,233,008 shares; 2025Q3: 1,232,922 shares; 2025Q4: 1,254,927 shares; 2026Q1: 2,938,971 shares 2,938,971 $137M 0.09% +1,684,044 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: 161,774 shares; 2024Q4: 165,072 shares; 2025Q1: 183,531 shares; 2025Q2: 179,553 shares; 2025Q3: 280,396 shares; 2025Q4: 311,721 shares; 2026Q1: 403,307 shares 403,307 $136M 0.09% +91,586 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: 3,100,924 shares; 2024Q4: 3,134,767 shares; 2025Q1: 3,016,410 shares; 2025Q2: 2,858,713 shares; 2025Q3: 2,829,374 shares; 2025Q4: 2,793,205 shares; 2026Q1: 2,802,621 shares 2,802,621 $135M 0.09% +9,416 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341,298 shares; 2024Q4: 4,333,971 shares; 2025Q1: 4,483,982 shares; 2025Q2: 4,376,728 shares; 2025Q3: 4,401,895 shares; 2025Q4: 4,291,559 shares; 2026Q1: 4,398,038 shares 4,398,038 $135M 0.09% +106,479 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169,824 shares; 2024Q4: 1,341,540 shares; 2025Q1: 1,424,407 shares; 2025Q2: 1,418,730 shares; 2025Q3: 1,389,004 shares; 2025Q4: 1,395,038 shares; 2026Q1: 1,410,921 shares 1,410,921 $129M 0.09% +15,883 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: 267,782 shares; 2024Q4: 257,779 shares; 2025Q1: 247,980 shares; 2025Q2: 245,241 shares; 2025Q3: 232,844 shares; 2025Q4: 235,420 shares; 2026Q1: 5,119,249 shares 5,119,249 $129M 0.09% +4,883,829 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: 490,632 shares; 2024Q4: 492,317 shares; 2025Q1: 526,462 shares; 2025Q2: 537,528 shares; 2025Q3: 572,833 shares; 2025Q4: 616,669 shares; 2026Q1: 644,643 shares 644,643 $124M 0.08% +27,974 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: 1,417,842 shares; 2024Q4: 1,386,224 shares; 2025Q1: 1,384,297 shares; 2025Q2: 1,412,192 shares; 2025Q3: 1,404,483 shares; 2025Q4: 1,385,944 shares; 2026Q1: 1,367,740 shares 1,367,740 $122M 0.08% -18,204 Timeline SCHK 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: 51,423 shares; 2024Q4: 112,736 shares; 2025Q1: 854,195 shares; 2025Q2: 3,092,202 shares; 2025Q3: 3,133,039 shares; 2025Q4: 3,134,187 shares; 2026Q1: 3,899,148 shares 3,899,148 $122M 0.08% +764,961 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: 1,012,755 shares; 2024Q4: 1,036,624 shares; 2025Q1: 1,110,651 shares; 2025Q2: 1,155,647 shares; 2025Q3: 1,308,448 shares; 2025Q4: 1,381,182 shares; 2026Q1: 1,470,304 shares 1,470,304 $121M 0.08% +89,122 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: 300,740 shares; 2024Q4: 325,453 shares; 2025Q1: 350,962 shares; 2025Q2: 362,828 shares; 2025Q3: 440,246 shares; 2025Q4: 483,027 shares; 2026Q1: 497,961 shares 497,961 $121M 0.08% +14,934 Timeline IAGG 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: 6,568 shares; 2024Q4: 9,044 shares; 2025Q1: 6,476 shares; 2025Q2: 131,300 shares; 2025Q3: 131,393 shares; 2025Q4: 214,481 shares; 2026Q1: 2,378,106 shares 2,378,106 $119M 0.08% +2,163,625 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: 2,332,881 shares; 2024Q4: 2,298,672 shares; 2025Q1: 2,269,202 shares; 2025Q2: 2,260,339 shares; 2025Q3: 2,261,490 shares; 2025Q4: 2,254,417 shares; 2026Q1: 2,247,071 shares 2,247,071 $118M 0.08% -7,346 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: 808,863 shares; 2024Q4: 820,606 shares; 2025Q1: 891,514 shares; 2025Q2: 911,236 shares; 2025Q3: 1,067,760 shares; 2025Q4: 1,102,156 shares; 2026Q1: 1,151,073 shares 1,151,073 $118M 0.08% +48,917 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: 77,025 shares; 2024Q4: 84,727 shares; 2025Q1: 93,243 shares; 2025Q2: 111,895 shares; 2025Q3: 123,213 shares; 2025Q4: 127,324 shares; 2026Q1: 138,077 shares 138,077 $117M 0.08% +10,753 Timeline EWX 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: 2,665,687 shares; 2024Q4: 2,411,399 shares; 2025Q1: 2,219,274 shares; 2025Q2: 2,008,095 shares; 2025Q3: 1,923,136 shares; 2025Q4: 1,849,417 shares; 2026Q1: 1,760,186 shares 1,760,186 $116M 0.08% -89,231 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: 3,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,268 shares; 2026Q1: 1,748,235 shares 1,748,235 $115M 0.08% +1,739,967 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: 524,533 shares; 2024Q4: 531,691 shares; 2025Q1: 536,335 shares; 2025Q2: 540,460 shares; 2025Q3: 524,353 shares; 2025Q4: 539,464 shares; 2026Q1: 536,891 shares 536,891 $115M 0.08% -2,573 Timeline VSGX 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: 1,233,059 shares; 2024Q4: 1,265,809 shares; 2025Q1: 1,312,504 shares; 2025Q2: 1,316,871 shares; 2025Q3: 1,292,899 shares; 2025Q4: 1,399,501 shares; 2026Q1: 1,573,042 shares 1,573,042 $113M 0.08% +173,541 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: 124,540 shares; 2024Q4: 123,639 shares; 2025Q1: 133,501 shares; 2025Q2: 140,772 shares; 2025Q3: 143,894 shares; 2025Q4: 147,369 shares; 2026Q1: 159,803 shares 159,803 $111M 0.08% +12,434 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,669 shares; 2025Q1: 36,870 shares; 2025Q2: 69,278 shares; 2025Q3: 83,183 shares; 2025Q4: 90,457 shares; 2026Q1: 4,739,179 shares 4,739,179 $111M 0.07% +4,648,722 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: 1,223,855 shares; 2024Q4: 1,195,190 shares; 2025Q1: 1,358,100 shares; 2025Q2: 1,376,609 shares; 2025Q3: 1,347,842 shares; 2025Q4: 1,401,087 shares; 2026Q1: 1,470,885 shares 1,470,885 $110M 0.07% +69,798 Timeline AVUS 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: 1,318,746 shares; 2024Q4: 1,239,687 shares; 2025Q1: 1,155,709 shares; 2025Q2: 1,078,562 shares; 2025Q3: 1,019,058 shares; 2025Q4: 984,914 shares; 2026Q1: 969,480 shares 969,480 $108M 0.07% -15,434 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: 2,206,230 shares; 2024Q4: 2,230,486 shares; 2025Q1: 2,182,851 shares; 2025Q2: 2,161,189 shares; 2025Q3: 2,130,442 shares; 2025Q4: 2,120,216 shares; 2026Q1: 2,165,387 shares 2,165,387 $108M 0.07% +45,171 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,348,174 shares; 2024Q4: 2,297,986 shares; 2025Q1: 2,318,010 shares; 2025Q2: 2,335,241 shares; 2025Q3: 2,342,944 shares; 2025Q4: 2,417,020 shares; 2026Q1: 2,760,059 shares 2,760,059 $107M 0.07% +343,039 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,660 shares; 2024Q4: 504,319 shares; 2025Q1: 570,606 shares; 2025Q2: 610,566 shares; 2025Q3: 639,502 shares; 2025Q4: 690,422 shares; 2026Q1: 735,168 shares 735,168 $107M 0.07% +44,746 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: 940,934 shares; 2024Q4: 877,185 shares; 2025Q1: 943,238 shares; 2025Q2: 947,527 shares; 2025Q3: 1,197,909 shares; 2025Q4: 1,262,213 shares; 2026Q1: 1,321,100 shares 1,321,100 $105M 0.07% +58,887 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: 634,123 shares; 2024Q4: 725,601 shares; 2025Q1: 854,953 shares; 2025Q2: 931,092 shares; 2025Q3: 1,121,145 shares; 2025Q4: 1,227,371 shares; 2026Q1: 1,325,250 shares 1,325,250 $105M 0.07% +97,879 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: 329,685 shares; 2024Q4: 467,137 shares; 2025Q1: 437,943 shares; 2025Q2: 484,616 shares; 2025Q3: 613,003 shares; 2025Q4: 638,177 shares; 2026Q1: 714,374 shares 714,374 $104M 0.07% +76,197 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: 106,301 shares; 2024Q4: 108,351 shares; 2025Q1: 119,035 shares; 2025Q2: 119,413 shares; 2025Q3: 152,290 shares; 2025Q4: 158,755 shares; 2026Q1: 169,323 shares 169,323 $102M 0.07% +10,568 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 432,210 shares; 2025Q1: 794,786 shares; 2025Q2: 866,484 shares; 2025Q3: 876,976 shares; 2025Q4: 889,984 shares; 2026Q1: 828,109 shares 828,109 $102M 0.07% -61,875 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: 258,290 shares; 2024Q4: 267,063 shares; 2025Q1: 286,362 shares; 2025Q2: 273,289 shares; 2025Q3: 324,358 shares; 2025Q4: 398,494 shares; 2026Q1: 410,654 shares 410,654 $99.6M 0.07% +12,160 Timeline MLPA 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: 1,969,411 shares; 2024Q4: 1,985,027 shares; 2025Q1: 1,949,370 shares; 2025Q2: 1,924,187 shares; 2025Q3: 1,906,299 shares; 2025Q4: 1,866,919 shares; 2026Q1: 1,835,496 shares 1,835,496 $98.9M 0.07% -31,423 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: 831,170 shares; 2024Q4: 837,831 shares; 2025Q1: 878,623 shares; 2025Q2: 897,974 shares; 2025Q3: 915,488 shares; 2025Q4: 981,547 shares; 2026Q1: 1,047,897 shares 1,047,897 $97.3M 0.07% +66,350 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: 461,208 shares; 2024Q4: 1,827,102 shares; 2025Q1: 1,881,483 shares; 2025Q2: 1,874,072 shares; 2025Q3: 1,979,083 shares; 2025Q4: 4,214,539 shares; 2026Q1: 3,287,294 shares 3,287,294 $95.8M 0.06% -927,245 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: 196,581 shares; 2024Q4: 200,161 shares; 2025Q1: 236,439 shares; 2025Q2: 238,404 shares; 2025Q3: 272,451 shares; 2025Q4: 297,649 shares; 2026Q1: 336,002 shares 336,002 $95.3M 0.06% +38,353 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: 365,549 shares; 2024Q4: 388,616 shares; 2025Q1: 441,203 shares; 2025Q2: 468,577 shares; 2025Q3: 476,478 shares; 2025Q4: 485,818 shares; 2026Q1: 570,697 shares 570,697 $94.4M 0.06% +84,879 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: 172,310 shares; 2024Q4: 179,325 shares; 2025Q1: 200,172 shares; 2025Q2: 184,568 shares; 2025Q3: 207,339 shares; 2025Q4: 218,638 shares; 2026Q1: 217,826 shares 217,826 $93.7M 0.06% -812 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: 581,328 shares; 2024Q4: 607,125 shares; 2025Q1: 684,541 shares; 2025Q2: 930,420 shares; 2025Q3: 928,121 shares; 2025Q4: 939,565 shares; 2026Q1: 957,225 shares 957,225 $93.1M 0.06% +17,660 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: 1,771,835 shares; 2024Q4: 1,831,856 shares; 2025Q1: 1,863,735 shares; 2025Q2: 1,930,016 shares; 2025Q3: 1,915,227 shares; 2025Q4: 1,962,516 shares; 2026Q1: 2,014,202 shares 2,014,202 $91.6M 0.06% +51,686 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: 52,641 shares; 2024Q4: 56,677 shares; 2025Q1: 64,166 shares; 2025Q2: 70,231 shares; 2025Q3: 78,173 shares; 2025Q4: 90,278 shares; 2026Q1: 103,344 shares 103,344 $90.2M 0.06% +13,066 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: 323,654 shares; 2024Q4: 343,971 shares; 2025Q1: 391,783 shares; 2025Q2: 410,165 shares; 2025Q3: 444,658 shares; 2025Q4: 497,557 shares; 2026Q1: 552,283 shares 552,283 $88.2M 0.06% +54,726 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: 181,067 shares; 2024Q4: 176,507 shares; 2025Q1: 212,032 shares; 2025Q2: 213,350 shares; 2025Q3: 219,522 shares; 2025Q4: 217,779 shares; 2026Q1: 245,301 shares 245,301 $87.7M 0.06% +27,522 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,984 shares; 2024Q4: 335,846 shares; 2025Q1: 502,421 shares; 2025Q2: 606,890 shares; 2025Q3: 594,694 shares; 2025Q4: 1,051,434 shares; 2026Q1: 1,128,425 shares 1,128,425 $87.1M 0.06% +76,991 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: 197,457 shares; 2024Q4: 198,554 shares; 2025Q1: 222,039 shares; 2025Q2: 214,786 shares; 2025Q3: 203,555 shares; 2025Q4: 223,452 shares; 2026Q1: 246,914 shares 246,914 $86.9M 0.06% +23,462 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: 212,295 shares; 2024Q4: 207,319 shares; 2025Q1: 223,939 shares; 2025Q2: 237,551 shares; 2025Q3: 260,106 shares; 2025Q4: 290,468 shares; 2026Q1: 306,650 shares 306,650 $83M 0.06% +16,182 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: 39,771 shares; 2024Q4: 40,421 shares; 2025Q1: 42,281 shares; 2025Q2: 42,359 shares; 2025Q3: 46,060 shares; 2025Q4: 51,965 shares; 2026Q1: 56,276 shares 56,276 $82.9M 0.06% +4,311 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,360 shares; 2024Q4: 1,849,316 shares; 2025Q1: 1,805,040 shares; 2025Q2: 2,089,206 shares; 2025Q3: 2,361,977 shares; 2025Q4: 2,417,169 shares; 2026Q1: 2,426,864 shares 2,426,864 $81.7M 0.06% +9,695 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: 490,690 shares; 2024Q4: 477,880 shares; 2025Q1: 518,864 shares; 2025Q2: 572,301 shares; 2025Q3: 603,005 shares; 2025Q4: 619,387 shares; 2026Q1: 641,072 shares 641,072 $81M 0.05% +21,685 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: 344,951 shares; 2024Q4: 353,759 shares; 2025Q1: 386,991 shares; 2025Q2: 398,258 shares; 2025Q3: 423,818 shares; 2025Q4: 438,963 shares; 2026Q1: 528,814 shares 528,814 $80.8M 0.05% +89,851 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684,684 shares; 2024Q4: 2,087,447 shares; 2025Q1: 2,100,193 shares; 2025Q2: 2,235,852 shares; 2025Q3: 2,250,092 shares; 2025Q4: 3,807,645 shares; 2026Q1: 3,197,065 shares 3,197,065 $80.2M 0.05% -610,580 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: 365,297 shares; 2024Q4: 446,720 shares; 2025Q1: 447,836 shares; 2025Q2: 451,331 shares; 2025Q3: 435,612 shares; 2025Q4: 434,362 shares; 2026Q1: 433,705 shares 433,705 $79.9M 0.05% -657 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: 1,034,166 shares; 2024Q4: 1,054,687 shares; 2025Q1: 1,413,277 shares; 2025Q2: 1,489,311 shares; 2025Q3: 1,592,397 shares; 2025Q4: 1,470,074 shares; 2026Q1: 1,363,191 shares 1,363,191 $79.8M 0.05% -106,883 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573,500 shares; 2024Q4: 1,559,715 shares; 2025Q1: 1,528,377 shares; 2025Q2: 1,517,613 shares; 2025Q3: 1,521,213 shares; 2025Q4: 1,518,511 shares; 2026Q1: 1,518,247 shares 1,518,247 $79.8M 0.05% -264 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: 220,114 shares; 2024Q4: 241,349 shares; 2025Q1: 270,543 shares; 2025Q2: 289,306 shares; 2025Q3: 423,869 shares; 2025Q4: 455,277 shares; 2026Q1: 480,544 shares 480,544 $79.1M 0.05% +25,267 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: 230,532 shares; 2024Q4: 246,362 shares; 2025Q1: 245,504 shares; 2025Q2: 242,723 shares; 2025Q3: 342,641 shares; 2025Q4: 295,673 shares; 2026Q1: 347,594 shares 347,594 $78.6M 0.05% +51,921 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: 258,806 shares; 2024Q4: 302,289 shares; 2025Q1: 303,327 shares; 2025Q2: 327,700 shares; 2025Q3: 372,200 shares; 2025Q4: 355,323 shares; 2026Q1: 391,748 shares 391,748 $78M 0.05% +36,425 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,139 shares; 2024Q4: 511,923 shares; 2025Q1: 749,852 shares; 2025Q2: 1,392,492 shares; 2025Q3: 1,981,127 shares; 2025Q4: 2,087,584 shares; 2026Q1: 2,212,917 shares 2,212,917 $77.5M 0.05% +125,333 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,415 shares; 2024Q4: 576,393 shares; 2025Q1: 658,567 shares; 2025Q2: 641,855 shares; 2025Q3: 650,204 shares; 2025Q4: 653,362 shares; 2026Q1: 673,356 shares 673,356 $76.2M 0.05% +19,994 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254,058 shares; 2024Q4: 1,158,990 shares; 2025Q1: 1,109,189 shares; 2025Q2: 1,040,450 shares; 2025Q3: 1,003,850 shares; 2025Q4: 974,297 shares; 2026Q1: 919,579 shares 919,579 $74.1M 0.05% -54,718 Timeline ESML 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: 1,389,493 shares; 2024Q4: 1,429,244 shares; 2025Q1: 1,454,427 shares; 2025Q2: 1,499,023 shares; 2025Q3: 1,473,334 shares; 2025Q4: 1,546,321 shares; 2026Q1: 1,568,282 shares 1,568,282 $73.7M 0.05% +21,961 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: 173,349 shares; 2024Q4: 151,744 shares; 2025Q1: 155,770 shares; 2025Q2: 173,194 shares; 2025Q3: 156,251 shares; 2025Q4: 167,632 shares; 2026Q1: 188,450 shares 188,450 $73.6M 0.05% +20,818 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: 200,766 shares; 2024Q4: 204,521 shares; 2025Q1: 210,867 shares; 2025Q2: 230,862 shares; 2025Q3: 261,666 shares; 2025Q4: 535,852 shares; 2026Q1: 550,059 shares 550,059 $73.1M 0.05% +14,207 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650,363 shares; 2024Q4: 674,468 shares; 2025Q1: 680,343 shares; 2025Q2: 675,414 shares; 2025Q3: 712,897 shares; 2025Q4: 751,734 shares; 2026Q1: 947,319 shares 947,319 $73M 0.05% +195,585 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: 161,031 shares; 2024Q4: 170,513 shares; 2025Q1: 183,535 shares; 2025Q2: 190,342 shares; 2025Q3: 218,368 shares; 2025Q4: 229,145 shares; 2026Q1: 241,230 shares 241,230 $73M 0.05% +12,085 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: 797,061 shares; 2024Q4: 758,504 shares; 2025Q1: 763,878 shares; 2025Q2: 764,144 shares; 2025Q3: 790,958 shares; 2025Q4: 790,808 shares; 2026Q1: 821,163 shares 821,163 $72.4M 0.05% +30,355 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: 233,743 shares; 2024Q4: 245,765 shares; 2025Q1: 273,721 shares; 2025Q2: 268,903 shares; 2025Q3: 308,791 shares; 2025Q4: 327,063 shares; 2026Q1: 384,586 shares 384,586 $71.8M 0.05% +57,523 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: 332,326 shares; 2024Q4: 730,789 shares; 2025Q1: 730,549 shares; 2025Q2: 735,165 shares; 2025Q3: 736,594 shares; 2025Q4: 724,675 shares; 2026Q1: 727,702 shares 727,702 $71.2M 0.05% +3,027 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: 861,988 shares; 2024Q4: 903,730 shares; 2025Q1: 1,045,741 shares; 2025Q2: 1,010,866 shares; 2025Q3: 1,129,188 shares; 2025Q4: 1,217,237 shares; 2026Q1: 1,396,232 shares 1,396,232 $70.1M 0.05% +178,995 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: 511,376 shares; 2024Q4: 513,579 shares; 2025Q1: 528,584 shares; 2025Q2: 508,080 shares; 2025Q3: 669,657 shares; 2025Q4: 679,235 shares; 2026Q1: 739,717 shares 739,717 $69.5M 0.05% +60,482 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: 26,866 shares; 2024Q4: 45,299 shares; 2025Q1: 36,515 shares; 2025Q2: 35,657 shares; 2025Q3: 40,673 shares; 2025Q4: 47,475 shares; 2026Q1: 51,856 shares 51,856 $68.5M 0.05% +4,381 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: 251,089 shares; 2024Q4: 327,946 shares; 2025Q1: 320,032 shares; 2025Q2: 297,801 shares; 2025Q3: 307,216 shares; 2025Q4: 312,049 shares; 2026Q1: 315,100 shares 315,100 $68.5M 0.05% +3,051 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: 63,328 shares; 2024Q4: 61,293 shares; 2025Q1: 63,073 shares; 2025Q2: 66,509 shares; 2025Q3: 67,387 shares; 2025Q4: 72,268 shares; 2026Q1: 79,052 shares 79,052 $68.4M 0.05% +6,784 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: 132,140 shares; 2024Q4: 127,152 shares; 2025Q1: 143,659 shares; 2025Q2: 149,724 shares; 2025Q3: 159,193 shares; 2025Q4: 193,818 shares; 2026Q1: 207,902 shares 207,902 $67.8M 0.05% +14,084 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: 1,564,777 shares; 2024Q4: 1,819,386 shares; 2025Q1: 1,954,343 shares; 2025Q2: 1,969,808 shares; 2025Q3: 2,056,408 shares; 2025Q4: 2,093,043 shares; 2026Q1: 2,299,186 shares 2,299,186 $66.7M 0.05% +206,143 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: 655,712 shares; 2024Q4: 604,417 shares; 2025Q1: 643,032 shares; 2025Q2: 634,931 shares; 2025Q3: 676,155 shares; 2025Q4: 714,211 shares; 2026Q1: 688,663 shares 688,663 $66.4M 0.05% -25,548 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: 674,561 shares; 2024Q4: 678,050 shares; 2025Q1: 670,971 shares; 2025Q2: 674,293 shares; 2025Q3: 678,685 shares; 2025Q4: 683,526 shares; 2026Q1: 704,278 shares 704,278 $66.4M 0.05% +20,752 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: 403,811 shares; 2024Q4: 431,381 shares; 2025Q1: 465,675 shares; 2025Q2: 458,566 shares; 2025Q3: 499,066 shares; 2025Q4: 547,735 shares; 2026Q1: 509,793 shares 509,793 $65.7M 0.04% -37,942 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: 222,818 shares; 2024Q4: 222,289 shares; 2025Q1: 225,797 shares; 2025Q2: 225,024 shares; 2025Q3: 236,974 shares; 2025Q4: 263,060 shares; 2026Q1: 275,669 shares 275,669 $65.1M 0.04% +12,609 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,203 shares; 2024Q4: 173,591 shares; 2025Q1: 186,328 shares; 2025Q2: 183,729 shares; 2025Q3: 239,007 shares; 2025Q4: 270,870 shares; 2026Q1: 403,778 shares 403,778 $64.7M 0.04% +132,908 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,279 shares; 2024Q4: 451,773 shares; 2025Q1: 464,218 shares; 2025Q2: 492,188 shares; 2025Q3: 465,437 shares; 2025Q4: 442,161 shares; 2026Q1: 439,196 shares 439,196 $64.1M 0.04% -2,965 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: 1,160,109 shares; 2024Q4: 1,091,964 shares; 2025Q1: 1,267,927 shares; 2025Q2: 1,208,087 shares; 2025Q3: 1,365,076 shares; 2025Q4: 1,456,423 shares; 2026Q1: 1,448,084 shares 1,448,084 $63.9M 0.04% -8,339 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: 101,174 shares; 2024Q4: 104,426 shares; 2025Q1: 102,683 shares; 2025Q2: 111,769 shares; 2025Q3: 122,796 shares; 2025Q4: 124,255 shares; 2026Q1: 129,348 shares 129,348 $63.6M 0.04% +5,093 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: 717,339 shares; 2024Q4: 715,809 shares; 2025Q1: 876,973 shares; 2025Q2: 821,707 shares; 2025Q3: 794,888 shares; 2025Q4: 790,515 shares; 2026Q1: 805,773 shares 805,773 $63.4M 0.04% +15,258 Timeline IGOV 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: 752,631 shares; 2024Q4: 807,195 shares; 2025Q1: 848,710 shares; 2025Q2: 1,105,025 shares; 2025Q3: 1,295,954 shares; 2025Q4: 1,431,301 shares; 2026Q1: 1,529,101 shares 1,529,101 $62.8M 0.04% +97,800 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,154 shares; 2024Q4: 83,269 shares; 2025Q1: 110,115 shares; 2025Q2: 94,266 shares; 2025Q3: 380,090 shares; 2025Q4: 425,613 shares; 2026Q1: 463,849 shares 463,849 $61.3M 0.04% +38,236 Timeline FNDX 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: 440,284 shares; 2024Q4: 1,329,368 shares; 2025Q1: 1,418,353 shares; 2025Q2: 1,353,683 shares; 2025Q3: 1,373,679 shares; 2025Q4: 2,121,741 shares; 2026Q1: 2,169,172 shares 2,169,172 $60.4M 0.04% +47,431 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: 1,820,731 shares; 2024Q4: 1,564,188 shares; 2025Q1: 1,694,294 shares; 2025Q2: 1,606,687 shares; 2025Q3: 1,645,877 shares; 2025Q4: 1,850,989 shares; 2026Q1: 2,122,972 shares 2,122,972 $59.6M 0.04% +271,983 Timeline LQD 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: 438,487 shares; 2024Q4: 468,623 shares; 2025Q1: 470,449 shares; 2025Q2: 469,568 shares; 2025Q3: 486,822 shares; 2025Q4: 510,655 shares; 2026Q1: 541,154 shares 541,154 $59M 0.04% +30,499 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: 75,462 shares; 2024Q4: 82,079 shares; 2025Q1: 87,423 shares; 2025Q2: 93,191 shares; 2025Q3: 94,764 shares; 2025Q4: 95,212 shares; 2026Q1: 104,065 shares 104,065 $58.6M 0.04% +8,853 Timeline SCHV 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: 254,757 shares; 2024Q4: 753,220 shares; 2025Q1: 760,669 shares; 2025Q2: 772,113 shares; 2025Q3: 793,517 shares; 2025Q4: 3,029,364 shares; 2026Q1: 1,918,994 shares 1,918,994 $58.5M 0.04% -1,110,370 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: 304,434 shares; 2024Q4: 310,061 shares; 2025Q1: 325,261 shares; 2025Q2: 329,976 shares; 2025Q3: 357,337 shares; 2025Q4: 367,918 shares; 2026Q1: 443,982 shares 443,982 $58.1M 0.04% +76,064 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,881 shares; 2024Q4: 91,073 shares; 2025Q1: 97,492 shares; 2025Q2: 103,342 shares; 2025Q3: 98,523 shares; 2025Q4: 112,255 shares; 2026Q1: 125,675 shares 125,675 $57.9M 0.04% +13,420 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,544 shares; 2024Q4: 19,501 shares; 2025Q1: 19,474 shares; 2025Q2: 24,673 shares; 2025Q3: 25,022 shares; 2025Q4: 24,434 shares; 2026Q1: 1,622,017 shares 1,622,017 $57.7M 0.04% +1,597,583 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,322 shares; 2024Q4: 91,910 shares; 2025Q1: 93,103 shares; 2025Q2: 117,229 shares; 2025Q3: 167,666 shares; 2025Q4: 184,461 shares; 2026Q1: 175,201 shares 175,201 $57.3M 0.04% -9,260 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: 219,045 shares; 2024Q4: 242,527 shares; 2025Q1: 271,554 shares; 2025Q2: 282,087 shares; 2025Q3: 303,062 shares; 2025Q4: 329,361 shares; 2026Q1: 409,391 shares 409,391 $57.1M 0.04% +80,030 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: 514,188 shares; 2024Q4: 539,688 shares; 2025Q1: 549,666 shares; 2025Q2: 549,546 shares; 2025Q3: 554,297 shares; 2025Q4: 559,928 shares; 2026Q1: 595,730 shares 595,730 $57M 0.04% +35,802 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: 368,646 shares; 2024Q4: 384,228 shares; 2025Q1: 445,496 shares; 2025Q2: 449,301 shares; 2025Q3: 465,115 shares; 2025Q4: 481,036 shares; 2026Q1: 589,557 shares 589,557 $56.9M 0.04% +108,521 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: 247,724 shares; 2024Q4: 251,500 shares; 2025Q1: 255,787 shares; 2025Q2: 263,434 shares; 2025Q3: 252,842 shares; 2025Q4: 300,565 shares; 2026Q1: 286,366 shares 286,366 $56.8M 0.04% -14,199 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: 490,783 shares; 2024Q4: 517,779 shares; 2025Q1: 545,669 shares; 2025Q2: 450,193 shares; 2025Q3: 523,120 shares; 2025Q4: 748,765 shares; 2026Q1: 928,033 shares 928,033 $56.3M 0.04% +179,268 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: 219,183 shares; 2024Q4: 223,322 shares; 2025Q1: 237,681 shares; 2025Q2: 233,972 shares; 2025Q3: 258,055 shares; 2025Q4: 280,630 shares; 2026Q1: 307,033 shares 307,033 $55.9M 0.04% +26,403 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: 959,549 shares; 2024Q4: 1,049,497 shares; 2025Q1: 1,272,514 shares; 2025Q2: 1,219,698 shares; 2025Q3: 1,343,772 shares; 2025Q4: 1,609,979 shares; 2026Q1: 1,947,997 shares 1,947,997 $55.9M 0.04% +338,018 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,105,454 shares; 2024Q4: 3,105,454 shares; 2025Q1: 3,105,454 shares; 2025Q2: 3,106,054 shares; 2025Q3: 3,105,854 shares; 2025Q4: 3,105,683 shares; 2026Q1: 3,105,883 shares 3,105,883 $55.4M 0.04% +200 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,887 shares; 2024Q4: 51,582 shares; 2025Q1: 57,394 shares; 2025Q2: 57,361 shares; 2025Q3: 75,594 shares; 2025Q4: 409,877 shares; 2026Q1: 529,490 shares 529,490 $55.4M 0.04% +119,613 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: 180,043 shares; 2024Q4: 174,802 shares; 2025Q1: 178,732 shares; 2025Q2: 176,494 shares; 2025Q3: 174,907 shares; 2025Q4: 184,037 shares; 2026Q1: 175,424 shares 175,424 $55M 0.04% -8,613 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: 531,504 shares; 2024Q4: 566,020 shares; 2025Q1: 621,183 shares; 2025Q2: 647,934 shares; 2025Q3: 774,676 shares; 2025Q4: 769,722 shares; 2026Q1: 831,631 shares 831,631 $54.9M 0.04% +61,909 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,265 shares; 2024Q4: 247,339 shares; 2025Q1: 248,574 shares; 2025Q2: 245,432 shares; 2025Q3: 246,562 shares; 2025Q4: 258,414 shares; 2026Q1: 262,885 shares 262,885 $54.8M 0.04% +4,471 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: 361,983 shares; 2024Q4: 382,954 shares; 2025Q1: 382,708 shares; 2025Q2: 389,945 shares; 2025Q3: 384,009 shares; 2025Q4: 420,761 shares; 2026Q1: 423,386 shares 423,386 $54.2M 0.04% +2,625 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: 182,585 shares; 2024Q4: 194,249 shares; 2025Q1: 229,811 shares; 2025Q2: 207,961 shares; 2025Q3: 217,524 shares; 2025Q4: 262,138 shares; 2026Q1: 278,742 shares 278,742 $53.5M 0.04% +16,604 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: 211,018 shares; 2024Q4: 213,020 shares; 2025Q1: 233,591 shares; 2025Q2: 215,718 shares; 2025Q3: 222,694 shares; 2025Q4: 223,901 shares; 2026Q1: 275,081 shares 275,081 $53.4M 0.04% +51,180 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: 60,292 shares; 2024Q4: 59,699 shares; 2025Q1: 69,986 shares; 2025Q2: 73,341 shares; 2025Q3: 87,768 shares; 2025Q4: 71,721 shares; 2026Q1: 107,702 shares 107,702 $53.4M 0.04% +35,981 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: 248,439 shares; 2024Q4: 270,883 shares; 2025Q1: 314,749 shares; 2025Q2: 303,559 shares; 2025Q3: 318,484 shares; 2025Q4: 343,421 shares; 2026Q1: 402,698 shares 402,698 $53.2M 0.04% +59,277 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: 116,826 shares; 2024Q4: 119,862 shares; 2025Q1: 135,308 shares; 2025Q2: 129,021 shares; 2025Q3: 141,050 shares; 2025Q4: 151,139 shares; 2026Q1: 166,621 shares 166,621 $53M 0.04% +15,482 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: 277,641 shares; 2024Q4: 286,717 shares; 2025Q1: 298,041 shares; 2025Q2: 302,475 shares; 2025Q3: 332,894 shares; 2025Q4: 357,574 shares; 2026Q1: 399,995 shares 399,995 $52.4M 0.04% +42,421 Timeline AVDE 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: 814,258 shares; 2024Q4: 780,582 shares; 2025Q1: 741,046 shares; 2025Q2: 695,296 shares; 2025Q3: 667,462 shares; 2025Q4: 647,787 shares; 2026Q1: 617,576 shares 617,576 $52.4M 0.04% -30,211 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: 392,415 shares; 2024Q4: 297,483 shares; 2025Q1: 335,374 shares; 2025Q2: 366,476 shares; 2025Q3: 384,462 shares; 2025Q4: 409,381 shares; 2026Q1: 440,326 shares 440,326 $52.2M 0.04% +30,945 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: 133,096 shares; 2024Q4: 275,150 shares; 2025Q1: 304,121 shares; 2025Q2: 333,001 shares; 2025Q3: 333,970 shares; 2025Q4: 368,786 shares; 2026Q1: 377,047 shares 377,047 $52.2M 0.04% +8,261 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: 42,571 shares; 2024Q4: 43,039 shares; 2025Q1: 50,570 shares; 2025Q2: 57,358 shares; 2025Q3: 72,239 shares; 2025Q4: 72,035 shares; 2026Q1: 75,665 shares 75,665 $51.6M 0.04% +3,630 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,942 shares; 2024Q4: 98,328 shares; 2025Q1: 104,556 shares; 2025Q2: 107,336 shares; 2025Q3: 108,565 shares; 2025Q4: 109,596 shares; 2026Q1: 110,251 shares 110,251 $51.1M 0.03% +655 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: 41,149 shares; 2024Q4: 31,335 shares; 2025Q1: 89,829 shares; 2025Q2: 43,523 shares; 2025Q3: 44,576 shares; 2025Q4: 557,259 shares; 2026Q1: 546,469 shares 546,469 $50.7M 0.03% -10,790 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,626 shares; 2025Q1: 4,435 shares; 2025Q2: 5,902 shares; 2025Q3: 7,835 shares; 2025Q4: 10,113 shares; 2026Q1: 11,919 shares 11,919 $50.2M 0.03% +1,806 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,561 shares; 2024Q4: 55,605 shares; 2025Q1: 85,919 shares; 2025Q2: 87,373 shares; 2025Q3: 90,693 shares; 2025Q4: 102,115 shares; 2026Q1: 116,440 shares 116,440 $49.5M 0.03% +14,325 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,696 shares; 2024Q4: 140,202 shares; 2025Q1: 139,970 shares; 2025Q2: 135,655 shares; 2025Q3: 135,219 shares; 2025Q4: 136,011 shares; 2026Q1: 134,579 shares 134,579 $49.4M 0.03% -1,432 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,467 shares; 2024Q4: 79,470 shares; 2025Q1: 88,840 shares; 2025Q2: 87,174 shares; 2025Q3: 94,864 shares; 2025Q4: 100,513 shares; 2026Q1: 109,524 shares 109,524 $48.9M 0.03% +9,011 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686,876 shares; 2024Q4: 1,618,182 shares; 2025Q1: 1,576,314 shares; 2025Q2: 1,535,545 shares; 2025Q3: 1,505,896 shares; 2025Q4: 1,491,023 shares; 2026Q1: 1,440,907 shares 1,440,907 $48.8M 0.03% -50,116 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492,661 shares; 2024Q4: 1,475,993 shares; 2025Q1: 1,445,482 shares; 2025Q2: 1,439,254 shares; 2025Q3: 1,404,978 shares; 2025Q4: 1,362,614 shares; 2026Q1: 1,347,290 shares 1,347,290 $48.4M 0.03% -15,324 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,711 shares; 2024Q4: 275,839 shares; 2025Q1: 293,692 shares; 2025Q2: 302,848 shares; 2025Q3: 310,097 shares; 2025Q4: 308,603 shares; 2026Q1: 317,572 shares 317,572 $48.1M 0.03% +8,969 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: 81,696 shares; 2024Q4: 84,423 shares; 2025Q1: 77,240 shares; 2025Q2: 82,518 shares; 2025Q3: 98,590 shares; 2025Q4: 120,844 shares; 2026Q1: 134,941 shares 134,941 $48.1M 0.03% +14,097 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,411 shares; 2024Q4: 222,167 shares; 2025Q1: 223,960 shares; 2025Q2: 247,393 shares; 2025Q3: 266,980 shares; 2025Q4: 285,277 shares; 2026Q1: 295,907 shares 295,907 $47.9M 0.03% +10,630 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: 80,160 shares; 2024Q4: 106,374 shares; 2025Q1: 91,730 shares; 2025Q2: 157,322 shares; 2025Q3: 399,505 shares; 2025Q4: 458,926 shares; 2026Q1: 505,442 shares 505,442 $47.2M 0.03% +46,516 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,445 shares; 2025Q1: 2,655 shares; 2025Q2: 2,661 shares; 2025Q3: 4,921 shares; 2025Q4: 86,238 shares; 2026Q1: 85,801 shares 85,801 $46.7M 0.03% -437 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: 237,936 shares; 2024Q4: 248,102 shares; 2025Q1: 250,684 shares; 2025Q2: 265,213 shares; 2025Q3: 383,087 shares; 2025Q4: 387,081 shares; 2026Q1: 401,722 shares 401,722 $46.2M 0.03% +14,641 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: 233,193 shares 233,193 $46M 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,996 shares; 2024Q4: 63,422 shares; 2025Q1: 67,459 shares; 2025Q2: 67,816 shares; 2025Q3: 71,189 shares; 2025Q4: 75,891 shares; 2026Q1: 84,737 shares 84,737 $45.6M 0.03% +8,846 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,681 shares; 2024Q4: 407,841 shares; 2025Q1: 443,076 shares; 2025Q2: 508,844 shares; 2025Q3: 493,888 shares; 2025Q4: 505,113 shares; 2026Q1: 508,092 shares 508,092 $45.5M 0.03% +2,979 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: 218,600 shares; 2024Q4: 285,469 shares; 2025Q1: 274,389 shares; 2025Q2: 296,498 shares; 2025Q3: 290,279 shares; 2025Q4: 322,815 shares; 2026Q1: 370,774 shares 370,774 $44.9M 0.03% +47,959 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: 209,203 shares; 2024Q4: 202,962 shares; 2025Q1: 206,913 shares; 2025Q2: 236,045 shares; 2025Q3: 251,734 shares; 2025Q4: 288,775 shares; 2026Q1: 328,645 shares 328,645 $44.7M 0.03% +39,870 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: 165,756 shares; 2024Q4: 156,548 shares; 2025Q1: 157,481 shares; 2025Q2: 165,871 shares; 2025Q3: 226,450 shares; 2025Q4: 224,686 shares; 2026Q1: 247,514 shares 247,514 $44.6M 0.03% +22,828 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 13,551 shares; 2025Q1: 15,057 shares; 2025Q2: 17,422 shares; 2025Q3: 21,514 shares; 2025Q4: 26,386 shares; 2026Q1: 32,344 shares 32,344 $44.6M 0.03% +5,958 Timeline IHDG 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: 979,054 shares; 2024Q4: 1,063,083 shares; 2025Q1: 1,092,677 shares; 2025Q2: 1,041,105 shares; 2025Q3: 1,004,772 shares; 2025Q4: 973,061 shares; 2026Q1: 922,123 shares 922,123 $44.4M 0.03% -50,938 Timeline ESGU 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: 263,429 shares; 2024Q4: 267,215 shares; 2025Q1: 299,492 shares; 2025Q2: 307,309 shares; 2025Q3: 300,110 shares; 2025Q4: 309,687 shares; 2026Q1: 313,427 shares 313,427 $44.3M 0.03% +3,740 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: 156,925 shares; 2024Q4: 160,349 shares; 2025Q1: 175,488 shares; 2025Q2: 176,368 shares; 2025Q3: 176,081 shares; 2025Q4: 173,515 shares; 2026Q1: 179,910 shares 179,910 $43.9M 0.03% +6,395 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: 133,368 shares; 2024Q4: 138,694 shares; 2025Q1: 147,292 shares; 2025Q2: 157,170 shares; 2025Q3: 177,735 shares; 2025Q4: 176,571 shares; 2026Q1: 189,812 shares 189,812 $43.6M 0.03% +13,241 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: 165,077 shares; 2024Q4: 162,503 shares; 2025Q1: 178,182 shares; 2025Q2: 180,225 shares; 2025Q3: 200,963 shares; 2025Q4: 211,603 shares; 2026Q1: 220,074 shares 220,074 $43.5M 0.03% +8,471 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,618 shares; 2024Q4: 48,900 shares; 2025Q1: 55,956 shares; 2025Q2: 60,540 shares; 2025Q3: 119,064 shares; 2025Q4: 138,275 shares; 2026Q1: 170,008 shares 170,008 $42.6M 0.03% +31,733 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: 306,491 shares; 2024Q4: 305,727 shares; 2025Q1: 342,767 shares; 2025Q2: 353,650 shares; 2025Q3: 384,185 shares; 2025Q4: 422,832 shares; 2026Q1: 455,612 shares 455,612 $42.4M 0.03% +32,780 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,352 shares; 2024Q4: 21,876 shares; 2025Q1: 27,703 shares; 2025Q2: 428,667 shares; 2025Q3: 453,670 shares; 2025Q4: 457,816 shares; 2026Q1: 458,602 shares 458,602 $42.3M 0.03% +786 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: 781,907 shares; 2024Q4: 763,795 shares; 2025Q1: 804,453 shares; 2025Q2: 711,578 shares; 2025Q3: 701,535 shares; 2025Q4: 687,387 shares; 2026Q1: 737,865 shares 737,865 $41.9M 0.03% +50,478 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: 381,362 shares; 2024Q4: 409,216 shares; 2025Q1: 430,109 shares; 2025Q2: 412,906 shares; 2025Q3: 382,765 shares; 2025Q4: 401,321 shares; 2026Q1: 369,286 shares 369,286 $41.9M 0.03% -32,035 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,003 shares; 2024Q4: 29,557 shares; 2025Q1: 37,028 shares; 2025Q2: 35,971 shares; 2025Q3: 38,043 shares; 2025Q4: 42,843 shares; 2026Q1: 46,359 shares 46,359 $41.5M 0.03% +3,516 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: 52,492 shares; 2024Q4: 61,594 shares; 2025Q1: 73,840 shares; 2025Q2: 167,696 shares; 2025Q3: 184,491 shares; 2025Q4: 211,481 shares; 2026Q1: 226,760 shares 226,760 $41.4M 0.03% +15,279 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: 84,571 shares; 2024Q4: 87,495 shares; 2025Q1: 94,948 shares; 2025Q2: 98,888 shares; 2025Q3: 109,171 shares; 2025Q4: 118,218 shares; 2026Q1: 141,423 shares 141,423 $41.3M 0.03% +23,205 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,004 shares; 2024Q4: 412,071 shares; 2025Q1: 370,878 shares; 2025Q2: 729,104 shares; 2025Q3: 1,134,404 shares; 2025Q4: 1,369,918 shares; 2026Q1: 1,896,278 shares 1,896,278 $41.1M 0.03% +526,360 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,756 shares; 2024Q4: 67,683 shares; 2025Q1: 86,263 shares; 2025Q2: 92,357 shares; 2025Q3: 92,508 shares; 2025Q4: 91,289 shares; 2026Q1: 98,551 shares 98,551 $41.1M 0.03% +7,262 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,589 shares; 2024Q4: 47,503 shares; 2025Q1: 53,881 shares; 2025Q2: 60,003 shares; 2025Q3: 64,358 shares; 2025Q4: 81,957 shares; 2026Q1: 86,571 shares 86,571 $41M 0.03% +4,614 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: 626,474 shares; 2024Q4: 676,074 shares; 2025Q1: 794,100 shares; 2025Q2: 622,913 shares; 2025Q3: 647,006 shares; 2025Q4: 795,856 shares; 2026Q1: 783,076 shares 783,076 $40.7M 0.03% -12,780 Timeline SCHP 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: 388,446 shares; 2024Q4: 728,978 shares; 2025Q1: 675,267 shares; 2025Q2: 668,954 shares; 2025Q3: 652,624 shares; 2025Q4: 2,517,061 shares; 2026Q1: 1,521,679 shares 1,521,679 $40.5M 0.03% -995,382 Timeline AVSC 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: 37,053 shares; 2024Q4: 40,184 shares; 2025Q1: 166,194 shares; 2025Q2: 617,070 shares; 2025Q3: 613,075 shares; 2025Q4: 634,842 shares; 2026Q1: 649,414 shares 649,414 $40.5M 0.03% +14,572 Timeline FLV 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: 578,033 shares; 2024Q4: 563,150 shares; 2025Q1: 554,678 shares; 2025Q2: 543,212 shares; 2025Q3: 538,179 shares; 2025Q4: 532,405 shares; 2026Q1: 526,461 shares 526,461 $40.4M 0.03% -5,944 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,552 shares; 2024Q4: 56,217 shares; 2025Q1: 62,098 shares; 2025Q2: 64,855 shares; 2025Q3: 69,799 shares; 2025Q4: 74,940 shares; 2026Q1: 92,850 shares 92,850 $40.1M 0.03% +17,910 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: 74,999 shares; 2024Q4: 80,588 shares; 2025Q1: 86,269 shares; 2025Q2: 87,102 shares; 2025Q3: 89,888 shares; 2025Q4: 86,387 shares; 2026Q1: 121,172 shares 121,172 $39.8M 0.03% +34,785 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: 46,948 shares; 2024Q4: 46,043 shares; 2025Q1: 66,214 shares; 2025Q2: 74,243 shares; 2025Q3: 97,594 shares; 2025Q4: 114,406 shares; 2026Q1: 115,601 shares 115,601 $39.7M 0.03% +1,195 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: 75,212 shares; 2024Q4: 702,615 shares; 2025Q1: 685,834 shares; 2025Q2: 656,509 shares; 2025Q3: 700,034 shares; 2025Q4: 691,815 shares; 2026Q1: 695,802 shares 695,802 $39.4M 0.03% +3,987 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: 138,945 shares; 2024Q4: 145,339 shares; 2025Q1: 158,954 shares; 2025Q2: 347,094 shares; 2025Q3: 691,030 shares; 2025Q4: 733,132 shares; 2026Q1: 845,147 shares 845,147 $39.2M 0.03% +112,015 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: 114,952 shares; 2024Q4: 135,700 shares; 2025Q1: 158,698 shares; 2025Q2: 153,247 shares; 2025Q3: 154,589 shares; 2025Q4: 160,485 shares; 2026Q1: 183,931 shares 183,931 $38.8M 0.03% +23,446 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,295 shares; 2024Q4: 1,590,827 shares; 2025Q1: 1,683,226 shares; 2025Q2: 1,722,545 shares; 2025Q3: 1,791,791 shares; 2025Q4: 1,788,866 shares; 2026Q1: 1,872,866 shares 1,872,866 $38.8M 0.03% +84,000 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: 91,889 shares; 2024Q4: 123,226 shares; 2025Q1: 115,731 shares; 2025Q2: 112,671 shares; 2025Q3: 122,116 shares; 2025Q4: 122,201 shares; 2026Q1: 124,032 shares 124,032 $37.5M 0.03% +1,831 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: 98,961 shares; 2024Q4: 142,623 shares; 2025Q1: 146,605 shares; 2025Q2: 157,295 shares; 2025Q3: 220,137 shares; 2025Q4: 203,089 shares; 2026Q1: 226,808 shares 226,808 $37.2M 0.03% +23,719 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: 165,167 shares; 2024Q4: 163,398 shares; 2025Q1: 135,844 shares; 2025Q2: 137,884 shares; 2025Q3: 113,240 shares; 2025Q4: 127,804 shares; 2026Q1: 152,209 shares 152,209 $37M 0.03% +24,405 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: 184,707 shares; 2024Q4: 198,099 shares; 2025Q1: 208,392 shares; 2025Q2: 211,493 shares; 2025Q3: 220,679 shares; 2025Q4: 235,080 shares; 2026Q1: 281,876 shares 281,876 $36.9M 0.03% +46,796 Timeline EFAV 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: 99,186 shares; 2024Q4: 99,518 shares; 2025Q1: 127,428 shares; 2025Q2: 126,323 shares; 2025Q3: 127,280 shares; 2025Q4: 392,916 shares; 2026Q1: 400,990 shares 400,990 $36.6M 0.02% +8,074 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: 93,119 shares; 2024Q4: 142,540 shares; 2025Q1: 138,513 shares; 2025Q2: 133,845 shares; 2025Q3: 138,573 shares; 2025Q4: 138,561 shares; 2026Q1: 141,817 shares 141,817 $36.5M 0.02% +3,256 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779,505 shares; 2024Q4: 776,785 shares; 2025Q1: 813,047 shares; 2025Q2: 850,162 shares; 2025Q3: 917,960 shares; 2025Q4: 866,380 shares; 2026Q1: 962,240 shares 962,240 $36.4M 0.02% +95,860 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,020 shares; 2024Q4: 686,491 shares; 2025Q1: 772,204 shares; 2025Q2: 635,850 shares; 2025Q3: 633,650 shares; 2025Q4: 632,849 shares; 2026Q1: 685,009 shares 685,009 $36.2M 0.02% +52,160 Timeline DVYE 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: 1,085,444 shares; 2024Q4: 1,081,574 shares; 2025Q1: 1,103,187 shares; 2025Q2: 1,091,204 shares; 2025Q3: 1,101,402 shares; 2025Q4: 1,094,334 shares; 2026Q1: 1,052,402 shares 1,052,402 $36.2M 0.02% -41,932 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: 365,221 shares; 2024Q4: 445,103 shares; 2025Q1: 463,481 shares; 2025Q2: 425,774 shares; 2025Q3: 369,528 shares; 2025Q4: 438,815 shares; 2026Q1: 358,097 shares 358,097 $36M 0.02% -80,718 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,985 shares; 2024Q4: 147,901 shares; 2025Q1: 150,366 shares; 2025Q2: 168,209 shares; 2025Q3: 227,747 shares; 2025Q4: 285,535 shares; 2026Q1: 237,364 shares 237,364 $35.8M 0.02% -48,171 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: 126,340 shares; 2024Q4: 127,533 shares; 2025Q1: 132,015 shares; 2025Q2: 145,343 shares; 2025Q3: 132,855 shares; 2025Q4: 156,632 shares; 2026Q1: 188,295 shares 188,295 $35.7M 0.02% +31,663 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,408 shares; 2024Q4: 41,785 shares; 2025Q1: 45,670 shares; 2025Q2: 62,279 shares; 2025Q3: 79,542 shares; 2025Q4: 106,858 shares; 2026Q1: 131,649 shares 131,649 $35.6M 0.02% +24,791 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: 67,716 shares; 2024Q4: 822,015 shares; 2025Q1: 4,658,118 shares; 2025Q2: 1,686,232 shares; 2025Q3: 1,162,269 shares; 2025Q4: 856,459 shares; 2026Q1: 776,297 shares 776,297 $35.4M 0.02% -80,162 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,389 shares; 2025Q1: 4,872,273 shares; 2025Q2: 4,916,335 shares; 2025Q3: 4,631,450 shares; 2025Q4: 3,466,030 shares; 2026Q1: 3,231,986 shares 3,231,986 $35.4M 0.02% -234,044 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,755 shares; 2024Q4: 298,453 shares; 2025Q1: 307,601 shares; 2025Q2: 301,159 shares; 2025Q3: 365,291 shares; 2025Q4: 340,320 shares; 2026Q1: 441,228 shares 441,228 $35.1M 0.02% +100,908 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,629 shares; 2024Q4: 364,230 shares; 2025Q1: 374,073 shares; 2025Q2: 389,409 shares; 2025Q3: 406,040 shares; 2025Q4: 409,757 shares; 2026Q1: 436,167 shares 436,167 $34.9M 0.02% +26,410 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626,786 shares; 2024Q4: 613,434 shares; 2025Q1: 593,381 shares; 2025Q2: 601,117 shares; 2025Q3: 846,703 shares; 2025Q4: 869,614 shares; 2026Q1: 881,278 shares 881,278 $34.8M 0.02% +11,664 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,974 shares; 2024Q4: 110,340 shares; 2025Q1: 128,098 shares; 2025Q2: 125,364 shares; 2025Q3: 139,646 shares; 2025Q4: 146,495 shares; 2026Q1: 164,342 shares 164,342 $34.5M 0.02% +17,847 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: 634,696 shares; 2024Q4: 703,339 shares; 2025Q1: 689,635 shares; 2025Q2: 803,601 shares; 2025Q3: 839,901 shares; 2025Q4: 896,571 shares; 2026Q1: 831,813 shares 831,813 $34.1M 0.02% -64,758 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: 195,163 shares; 2024Q4: 200,547 shares; 2025Q1: 357,461 shares; 2025Q2: 383,251 shares; 2025Q3: 468,861 shares; 2025Q4: 524,044 shares; 2026Q1: 474,134 shares 474,134 $34.1M 0.02% -49,910 Timeline VNQI 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: 548,073 shares; 2024Q4: 526,457 shares; 2025Q1: 536,177 shares; 2025Q2: 708,318 shares; 2025Q3: 725,629 shares; 2025Q4: 740,806 shares; 2026Q1: 765,761 shares 765,761 $34M 0.02% +24,955 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,616 shares; 2024Q4: 130,621 shares; 2025Q1: 172,199 shares; 2025Q2: 174,520 shares; 2025Q3: 189,567 shares; 2025Q4: 199,649 shares; 2026Q1: 215,281 shares 215,281 $33.9M 0.02% +15,632 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: 441,642 shares; 2024Q4: 432,260 shares; 2025Q1: 407,894 shares; 2025Q2: 380,649 shares; 2025Q3: 476,621 shares; 2025Q4: 458,179 shares; 2026Q1: 354,764 shares 354,764 $33.6M 0.02% -103,415 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: 245,539 shares; 2024Q4: 247,358 shares; 2025Q1: 232,725 shares; 2025Q2: 254,190 shares; 2025Q3: 242,766 shares; 2025Q4: 317,256 shares; 2026Q1: 339,747 shares 339,747 $33.4M 0.02% +22,491 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,255 shares; 2024Q4: 61,190 shares; 2025Q1: 74,270 shares; 2025Q2: 77,734 shares; 2025Q3: 79,593 shares; 2025Q4: 85,279 shares; 2026Q1: 113,142 shares 113,142 $33.4M 0.02% +27,863 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: 218,018 shares; 2024Q4: 222,005 shares; 2025Q1: 253,181 shares; 2025Q2: 268,919 shares; 2025Q3: 250,960 shares; 2025Q4: 338,075 shares; 2026Q1: 388,818 shares 388,818 $33.1M 0.02% +50,743 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,278 shares; 2024Q4: 241,399 shares; 2025Q1: 292,785 shares; 2025Q2: 285,297 shares; 2025Q3: 358,400 shares; 2025Q4: 387,103 shares; 2026Q1: 400,266 shares 400,266 $32.7M 0.02% +13,163 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: 153,238 shares; 2024Q4: 163,396 shares; 2025Q1: 184,146 shares; 2025Q2: 180,069 shares; 2025Q3: 201,986 shares; 2025Q4: 225,318 shares; 2026Q1: 225,095 shares 225,095 $32.7M 0.02% -223 Timeline SPAB 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: 603,298 shares; 2024Q4: 685,737 shares; 2025Q1: 764,527 shares; 2025Q2: 741,627 shares; 2025Q3: 944,049 shares; 2025Q4: 1,191,184 shares; 2026Q1: 1,267,419 shares 1,267,419 $32.5M 0.02% +76,235 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,704,824 shares; 2024Q4: 1,636,696 shares; 2025Q1: 1,625,598 shares; 2025Q2: 1,509,722 shares; 2025Q3: 1,430,945 shares; 2025Q4: 1,420,112 shares; 2026Q1: 1,360,717 shares 1,360,717 $32.2M 0.02% -59,395 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,696 shares; 2024Q4: 381,620 shares; 2025Q1: 442,255 shares; 2025Q2: 487,077 shares; 2025Q3: 523,547 shares; 2025Q4: 784,802 shares; 2026Q1: 794,790 shares 794,790 $32.2M 0.02% +9,988 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691,827 shares; 2024Q4: 694,805 shares; 2025Q1: 674,737 shares; 2025Q2: 674,545 shares; 2025Q3: 692,046 shares; 2025Q4: 696,055 shares; 2026Q1: 709,074 shares 709,074 $32M 0.02% +13,019 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: 59,913 shares; 2024Q4: 64,688 shares; 2025Q1: 65,344 shares; 2025Q2: 70,884 shares; 2025Q3: 111,534 shares; 2025Q4: 128,087 shares; 2026Q1: 147,282 shares 147,282 $31.9M 0.02% +19,195 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,849 shares; 2024Q4: 278,183 shares; 2025Q1: 280,550 shares; 2025Q2: 292,350 shares; 2025Q3: 359,920 shares; 2025Q4: 388,147 shares; 2026Q1: 520,801 shares 520,801 $31.9M 0.02% +132,654 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: 199,046 shares; 2024Q4: 217,119 shares; 2025Q1: 251,046 shares; 2025Q2: 284,057 shares; 2025Q3: 363,247 shares; 2025Q4: 383,645 shares; 2026Q1: 432,230 shares 432,230 $31.5M 0.02% +48,585 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,031 shares; 2024Q4: 250,460 shares; 2025Q1: 267,102 shares; 2025Q2: 269,655 shares; 2025Q3: 277,266 shares; 2025Q4: 314,691 shares; 2026Q1: 347,276 shares 347,276 $31.4M 0.02% +32,585 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,883 shares; 2024Q4: 100,701 shares; 2025Q1: 76,805 shares; 2025Q2: 82,037 shares; 2025Q3: 87,280 shares; 2025Q4: 92,201 shares; 2026Q1: 78,694 shares 78,694 $31.3M 0.02% -13,507 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,498 shares; 2024Q4: 164,481 shares; 2025Q1: 159,919 shares; 2025Q2: 182,602 shares; 2025Q3: 288,771 shares; 2025Q4: 354,310 shares; 2026Q1: 428,103 shares 428,103 $31.1M 0.02% +73,793 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,793 shares; 2024Q4: 10,158 shares; 2025Q1: 11,367 shares; 2025Q2: 9,485 shares; 2025Q3: 19,939 shares; 2025Q4: 30,134 shares; 2026Q1: 40,152 shares 40,152 $31M 0.02% +10,018 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092,100 shares; 2024Q4: 1,345,385 shares; 2025Q1: 1,355,772 shares; 2025Q2: 1,146,359 shares; 2025Q3: 874,875 shares; 2025Q4: 849,265 shares; 2026Q1: 882,370 shares 882,370 $31M 0.02% +33,105 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,949 shares; 2024Q4: 96,570 shares; 2025Q1: 82,972 shares; 2025Q2: 99,130 shares; 2025Q3: 100,280 shares; 2025Q4: 115,490 shares; 2026Q1: 110,950 shares 110,950 $31M 0.02% -4,540 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: 98,928 shares; 2024Q4: 100,957 shares; 2025Q1: 108,220 shares; 2025Q2: 121,394 shares; 2025Q3: 141,136 shares; 2025Q4: 197,701 shares; 2026Q1: 272,746 shares 272,746 $30.9M 0.02% +75,045 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,594 shares; 2024Q4: 135,974 shares; 2025Q1: 146,531 shares; 2025Q2: 144,206 shares; 2025Q3: 194,200 shares; 2025Q4: 229,060 shares; 2026Q1: 375,646 shares 375,646 $30.8M 0.02% +146,586 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: 209,550 shares; 2024Q4: 208,363 shares; 2025Q1: 255,713 shares; 2025Q2: 266,538 shares; 2025Q3: 263,666 shares; 2025Q4: 250,310 shares; 2026Q1: 327,516 shares 327,516 $30.4M 0.02% +77,206 Timeline SUSC 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: 1,006,370 shares; 2024Q4: 1,081,934 shares; 2025Q1: 1,119,023 shares; 2025Q2: 1,159,353 shares; 2025Q3: 1,212,158 shares; 2025Q4: 1,231,406 shares; 2026Q1: 1,308,868 shares 1,308,868 $30.3M 0.02% +77,462 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,865 shares; 2024Q4: 135,492 shares; 2025Q1: 162,704 shares; 2025Q2: 204,643 shares; 2025Q3: 234,911 shares; 2025Q4: 249,223 shares; 2026Q1: 240,739 shares 240,739 $30.2M 0.02% -8,484 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 23,882 shares; 2025Q2: 167,169 shares; 2025Q3: 347,750 shares; 2025Q4: 585,227 shares; 2026Q1: 1,017,617 shares 1,017,617 $29.8M 0.02% +432,390 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: 98,579 shares; 2024Q4: 99,707 shares; 2025Q1: 109,813 shares; 2025Q2: 109,729 shares; 2025Q3: 107,840 shares; 2025Q4: 120,547 shares; 2026Q1: 170,951 shares 170,951 $29.7M 0.02% +50,404 Timeline BWX 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: 954,538 shares; 2024Q4: 943,607 shares; 2025Q1: 997,584 shares; 2025Q2: 806,718 shares; 2025Q3: 997,078 shares; 2025Q4: 1,099,785 shares; 2026Q1: 1,350,783 shares 1,350,783 $29.6M 0.02% +250,998 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,471 shares; 2024Q4: 143,078 shares; 2025Q1: 193,480 shares; 2025Q2: 223,851 shares; 2025Q3: 252,329 shares; 2025Q4: 303,958 shares; 2026Q1: 445,632 shares 445,632 $29.6M 0.02% +141,674 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: 84,573 shares; 2024Q4: 89,815 shares; 2025Q1: 90,852 shares; 2025Q2: 103,731 shares; 2025Q3: 107,547 shares; 2025Q4: 112,225 shares; 2026Q1: 119,745 shares 119,745 $29.6M 0.02% +7,520 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: 223,740 shares; 2024Q4: 215,618 shares; 2025Q1: 261,476 shares; 2025Q2: 253,110 shares; 2025Q3: 289,696 shares; 2025Q4: 326,478 shares; 2026Q1: 337,132 shares 337,132 $29.2M 0.02% +10,654 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,939 shares; 2024Q4: 256,969 shares; 2025Q1: 254,303 shares; 2025Q2: 251,328 shares; 2025Q3: 249,889 shares; 2025Q4: 245,317 shares; 2026Q1: 242,772 shares 242,772 $29.1M 0.02% -2,545 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,379 shares; 2024Q4: 112,296 shares; 2025Q1: 134,129 shares; 2025Q2: 155,637 shares; 2025Q3: 192,728 shares; 2025Q4: 246,365 shares; 2026Q1: 269,020 shares 269,020 $29.1M 0.02% +22,655 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,254 shares; 2024Q4: 388,434 shares; 2025Q1: 416,305 shares; 2025Q2: 421,232 shares; 2025Q3: 451,990 shares; 2025Q4: 494,307 shares; 2026Q1: 583,727 shares 583,727 $28.6M 0.02% +89,420 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,456 shares; 2024Q4: 221,107 shares; 2025Q1: 227,717 shares; 2025Q2: 222,158 shares; 2025Q3: 234,881 shares; 2025Q4: 250,783 shares; 2026Q1: 260,338 shares 260,338 $28.6M 0.02% +9,555 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: 210,307 shares; 2024Q4: 184,591 shares; 2025Q1: 181,608 shares; 2025Q2: 171,123 shares; 2025Q3: 163,600 shares; 2025Q4: 292,169 shares; 2026Q1: 274,824 shares 274,824 $28.4M 0.02% -17,345 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: 23,348 shares; 2025Q1: 25,679 shares; 2025Q2: 24,573 shares; 2025Q3: 25,283 shares; 2025Q4: 25,715 shares; 2026Q1: 29,533 shares 29,533 $28.4M 0.02% +3,818 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,391 shares; 2024Q4: 22,162 shares; 2025Q1: 24,129 shares; 2025Q2: 33,477 shares; 2025Q3: 77,724 shares; 2025Q4: 70,230 shares; 2026Q1: 71,610 shares 71,610 $28.4M 0.02% +1,380 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,637 shares; 2024Q4: 227,230 shares; 2025Q1: 373,474 shares; 2025Q2: 402,701 shares; 2025Q3: 395,616 shares; 2025Q4: 385,137 shares; 2026Q1: 404,328 shares 404,328 $28.4M 0.02% +19,191 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: 139,342 shares; 2024Q4: 157,036 shares; 2025Q1: 169,721 shares; 2025Q2: 179,731 shares; 2025Q3: 198,076 shares; 2025Q4: 268,694 shares; 2026Q1: 337,766 shares 337,766 $28.3M 0.02% +69,072 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: 412,376 shares; 2024Q4: 440,877 shares; 2025Q1: 524,528 shares; 2025Q2: 526,212 shares; 2025Q3: 643,962 shares; 2025Q4: 633,048 shares; 2026Q1: 830,164 shares 830,164 $27.8M 0.02% +197,116 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: 188,018 shares; 2024Q4: 202,086 shares; 2025Q1: 219,182 shares; 2025Q2: 196,866 shares; 2025Q3: 198,556 shares; 2025Q4: 427,301 shares; 2026Q1: 453,873 shares 453,873 $27.8M 0.02% +26,572 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: 465,226 shares; 2024Q4: 450,016 shares; 2025Q1: 483,182 shares; 2025Q2: 452,940 shares; 2025Q3: 584,594 shares; 2025Q4: 436,863 shares; 2026Q1: 493,105 shares 493,105 $27.8M 0.02% +56,242 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: 240,979 shares; 2024Q4: 267,081 shares; 2025Q1: 276,835 shares; 2025Q2: 285,415 shares; 2025Q3: 414,297 shares; 2025Q4: 428,025 shares; 2026Q1: 448,328 shares 448,328 $27.7M 0.02% +20,303 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,277 shares; 2024Q4: 239,045 shares; 2025Q1: 281,500 shares; 2025Q2: 327,361 shares; 2025Q3: 366,672 shares; 2025Q4: 402,369 shares; 2026Q1: 471,483 shares 471,483 $27.7M 0.02% +69,114 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: 116,754 shares; 2024Q4: 123,810 shares; 2025Q1: 169,052 shares; 2025Q2: 159,756 shares; 2025Q3: 159,008 shares; 2025Q4: 159,905 shares; 2026Q1: 152,552 shares 152,552 $27.7M 0.02% -7,353 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: 41,588 shares; 2024Q4: 41,051 shares; 2025Q1: 51,846 shares; 2025Q2: 61,576 shares; 2025Q3: 67,088 shares; 2025Q4: 72,688 shares; 2026Q1: 79,925 shares 79,925 $27.6M 0.02% +7,237 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,262 shares; 2024Q4: 27,310 shares; 2025Q1: 30,905 shares; 2025Q2: 39,931 shares; 2025Q3: 41,082 shares; 2025Q4: 43,127 shares; 2026Q1: 50,115 shares 50,115 $27.5M 0.02% +6,988 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736,419 shares; 2024Q4: 724,573 shares; 2025Q1: 681,252 shares; 2025Q2: 668,755 shares; 2025Q3: 680,650 shares; 2025Q4: 701,795 shares; 2026Q1: 697,006 shares 697,006 $27.2M 0.02% -4,789 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,640 shares; 2024Q4: 68,866 shares; 2025Q1: 83,240 shares; 2025Q2: 92,199 shares; 2025Q3: 129,118 shares; 2025Q4: 161,876 shares; 2026Q1: 156,140 shares 156,140 $26.9M 0.02% -5,736 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,443 shares; 2024Q4: 76,200 shares; 2025Q1: 88,115 shares; 2025Q2: 88,878 shares; 2025Q3: 96,341 shares; 2025Q4: 117,719 shares; 2026Q1: 134,965 shares 134,965 $26.8M 0.02% +17,246 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: 234,299 shares; 2024Q4: 242,620 shares; 2025Q1: 234,996 shares; 2025Q2: 224,837 shares; 2025Q3: 221,696 shares; 2025Q4: 219,208 shares; 2026Q1: 200,444 shares 200,444 $26.6M 0.02% -18,764 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,875 shares; 2024Q4: 206,670 shares; 2025Q1: 196,436 shares; 2025Q2: 198,250 shares; 2025Q3: 215,912 shares; 2025Q4: 207,502 shares; 2026Q1: 183,303 shares 183,303 $26.5M 0.02% -24,199 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,225 shares; 2024Q4: 92,092 shares; 2025Q1: 104,673 shares; 2025Q2: 84,816 shares; 2025Q3: 105,612 shares; 2025Q4: 115,179 shares; 2026Q1: 127,878 shares 127,878 $26.4M 0.02% +12,699 Timeline DSI 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: 184,636 shares; 2024Q4: 183,832 shares; 2025Q1: 183,084 shares; 2025Q2: 182,760 shares; 2025Q3: 181,872 shares; 2025Q4: 177,932 shares; 2026Q1: 216,456 shares 216,456 $26.2M 0.02% +38,524 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: 73,594 shares; 2024Q4: 83,432 shares; 2025Q1: 118,353 shares; 2025Q2: 125,141 shares; 2025Q3: 147,877 shares; 2025Q4: 159,819 shares; 2026Q1: 199,545 shares 199,545 $26.1M 0.02% +39,726 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: 222,092 shares; 2024Q4: 268,197 shares; 2025Q1: 298,706 shares; 2025Q2: 313,074 shares; 2025Q3: 314,384 shares; 2025Q4: 318,178 shares; 2026Q1: 316,683 shares 316,683 $26.1M 0.02% -1,495 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: 393,441 shares; 2024Q4: 408,747 shares; 2025Q1: 454,686 shares; 2025Q2: 518,404 shares; 2025Q3: 545,140 shares; 2025Q4: 518,328 shares; 2026Q1: 527,397 shares 527,397 $26M 0.02% +9,069 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,822 shares; 2024Q4: 171,717 shares; 2025Q1: 208,068 shares; 2025Q2: 261,811 shares; 2025Q3: 298,934 shares; 2025Q4: 334,235 shares; 2026Q1: 390,676 shares 390,676 $26M 0.02% +56,441 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,886 shares; 2024Q4: 66,780 shares; 2025Q1: 102,624 shares; 2025Q2: 100,821 shares; 2025Q3: 102,475 shares; 2025Q4: 104,217 shares; 2026Q1: 135,582 shares 135,582 $26M 0.02% +31,365 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,927 shares; 2024Q4: 83,611 shares; 2025Q1: 89,527 shares; 2025Q2: 80,236 shares; 2025Q3: 103,661 shares; 2025Q4: 105,551 shares; 2026Q1: 123,994 shares 123,994 $25.8M 0.02% +18,443 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,952 shares; 2024Q4: 254,646 shares; 2025Q1: 245,934 shares; 2025Q2: 229,419 shares; 2025Q3: 227,424 shares; 2025Q4: 211,930 shares; 2026Q1: 256,304 shares 256,304 $25.8M 0.02% +44,374 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341,733 shares; 2024Q4: 1,438,308 shares; 2025Q1: 1,653,253 shares; 2025Q2: 1,728,439 shares; 2025Q3: 1,781,988 shares; 2025Q4: 1,965,942 shares; 2026Q1: 2,285,033 shares 2,285,033 $25.8M 0.02% +319,091 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: 71,202 shares; 2024Q4: 73,808 shares; 2025Q1: 84,105 shares; 2025Q2: 84,755 shares; 2025Q3: 83,297 shares; 2025Q4: 79,355 shares; 2026Q1: 88,201 shares 88,201 $25.6M 0.02% +8,846 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: 50,962 shares; 2024Q4: 54,641 shares; 2025Q1: 82,287 shares; 2025Q2: 68,273 shares; 2025Q3: 137,271 shares; 2025Q4: 269,202 shares; 2026Q1: 349,789 shares 349,789 $25.6M 0.02% +80,587 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: 59,655 shares; 2024Q4: 58,646 shares; 2025Q1: 75,942 shares; 2025Q2: 78,426 shares; 2025Q3: 71,440 shares; 2025Q4: 68,577 shares; 2026Q1: 95,706 shares 95,706 $25.5M 0.02% +27,129 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,264 shares; 2024Q4: 277,849 shares; 2025Q1: 279,905 shares; 2025Q2: 278,181 shares; 2025Q3: 275,606 shares; 2025Q4: 269,100 shares; 2026Q1: 269,946 shares 269,946 $25.3M 0.02% +846 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,092 shares; 2024Q4: 59,876 shares; 2025Q1: 34,677 shares; 2025Q2: 25,836 shares; 2025Q3: 49,486 shares; 2025Q4: 4,196,342 shares; 2026Q1: 4,302,970 shares 4,302,970 $25M 0.02% +106,628 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: 77,632 shares; 2024Q4: 80,572 shares; 2025Q1: 89,722 shares; 2025Q2: 82,919 shares; 2025Q3: 89,336 shares; 2025Q4: 86,855 shares; 2026Q1: 96,152 shares 96,152 $25M 0.02% +9,297 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: 204,208 shares; 2024Q4: 220,628 shares; 2025Q1: 258,011 shares; 2025Q2: 273,684 shares; 2025Q3: 329,484 shares; 2025Q4: 318,372 shares; 2026Q1: 397,852 shares 397,852 $25M 0.02% +79,480 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: 52,170 shares; 2024Q4: 59,072 shares; 2025Q1: 71,083 shares; 2025Q2: 79,668 shares; 2025Q3: 88,874 shares; 2025Q4: 95,096 shares; 2026Q1: 108,199 shares 108,199 $24.9M 0.02% +13,103 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,289 shares; 2024Q4: 47,005 shares; 2025Q1: 54,149 shares; 2025Q2: 83,532 shares; 2025Q3: 94,568 shares; 2025Q4: 103,873 shares; 2026Q1: 127,247 shares 127,247 $24.9M 0.02% +23,374 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: 107,894 shares; 2024Q4: 114,397 shares; 2025Q1: 116,579 shares; 2025Q2: 125,389 shares; 2025Q3: 149,168 shares; 2025Q4: 153,125 shares; 2026Q1: 153,549 shares 153,549 $24.8M 0.02% +424 Timeline IFRA 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: 412,110 shares; 2024Q4: 427,379 shares; 2025Q1: 447,623 shares; 2025Q2: 442,378 shares; 2025Q3: 441,897 shares; 2025Q4: 437,796 shares; 2026Q1: 434,020 shares 434,020 $24.8M 0.02% -3,776 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,354 shares; 2024Q4: 92,747 shares; 2025Q1: 104,727 shares; 2025Q2: 113,851 shares; 2025Q3: 109,084 shares; 2025Q4: 122,627 shares; 2026Q1: 146,094 shares 146,094 $24.7M 0.02% +23,467 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,251 shares; 2024Q4: 129,929 shares; 2025Q1: 174,110 shares; 2025Q2: 191,010 shares; 2025Q3: 219,771 shares; 2025Q4: 246,193 shares; 2026Q1: 264,504 shares 264,504 $24.7M 0.02% +18,311 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,489 shares; 2024Q4: 49,532 shares; 2025Q1: 48,656 shares; 2025Q2: 49,803 shares; 2025Q3: 56,140 shares; 2025Q4: 58,824 shares; 2026Q1: 62,735 shares 62,735 $24.6M 0.02% +3,911 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: 343,226 shares; 2024Q4: 342,440 shares; 2025Q1: 409,161 shares; 2025Q2: 443,878 shares; 2025Q3: 413,120 shares; 2025Q4: 364,643 shares; 2026Q1: 425,022 shares 425,022 $24.5M 0.02% +60,379 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: 66,823 shares; 2024Q4: 71,433 shares; 2025Q1: 84,639 shares; 2025Q2: 90,651 shares; 2025Q3: 91,726 shares; 2025Q4: 96,087 shares; 2026Q1: 118,130 shares 118,130 $24.5M 0.02% +22,043 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: 127,582 shares; 2024Q4: 133,633 shares; 2025Q1: 141,828 shares; 2025Q2: 140,666 shares; 2025Q3: 139,868 shares; 2025Q4: 129,558 shares; 2026Q1: 119,911 shares 119,911 $24.4M 0.02% -9,647 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,491 shares; 2024Q4: 36,199 shares; 2025Q1: 38,987 shares; 2025Q2: 39,820 shares; 2025Q3: 57,543 shares; 2025Q4: 67,620 shares; 2026Q1: 131,487 shares 131,487 $24.3M 0.02% +63,867 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,476 shares; 2024Q4: 201,916 shares; 2025Q1: 213,655 shares; 2025Q2: 224,490 shares; 2025Q3: 257,886 shares; 2025Q4: 329,416 shares; 2026Q1: 404,143 shares 404,143 $24.2M 0.02% +74,727 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: 103,740 shares; 2024Q4: 102,623 shares; 2025Q1: 145,408 shares; 2025Q2: 106,643 shares; 2025Q3: 157,075 shares; 2025Q4: 208,505 shares; 2026Q1: 243,954 shares 243,954 $24.2M 0.02% +35,449 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,303 shares; 2024Q4: 31,841 shares; 2025Q1: 35,089 shares; 2025Q2: 68,069 shares; 2025Q3: 68,665 shares; 2025Q4: 74,099 shares; 2026Q1: 75,944 shares 75,944 $23.9M 0.02% +1,845 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,407 shares; 2024Q4: 10,326 shares; 2025Q1: 12,950 shares; 2025Q2: 11,810 shares; 2025Q3: 13,735 shares; 2025Q4: 14,520 shares; 2026Q1: 253,797 shares 253,797 $23.8M 0.02% +239,277 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: 131,200 shares; 2024Q4: 136,973 shares; 2025Q1: 162,409 shares; 2025Q2: 140,887 shares; 2025Q3: 146,231 shares; 2025Q4: 165,727 shares; 2026Q1: 198,874 shares 198,874 $23.6M 0.02% +33,147 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,100 shares; 2024Q4: 234,061 shares; 2025Q1: 288,270 shares; 2025Q2: 295,356 shares; 2025Q3: 333,336 shares; 2025Q4: 381,642 shares; 2026Q1: 427,414 shares 427,414 $23.6M 0.02% +45,772 Timeline QQQM 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: 20,672 shares; 2024Q4: 46,242 shares; 2025Q1: 52,409 shares; 2025Q2: 68,143 shares; 2025Q3: 75,350 shares; 2025Q4: 84,380 shares; 2026Q1: 98,804 shares 98,804 $23.5M 0.02% +14,424 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,997 shares; 2024Q4: 48,909 shares; 2025Q1: 54,880 shares; 2025Q2: 60,339 shares; 2025Q3: 65,143 shares; 2025Q4: 70,393 shares; 2026Q1: 73,083 shares 73,083 $23.4M 0.02% +2,690 Timeline SUSL 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: 213,495 shares; 2024Q4: 211,766 shares; 2025Q1: 225,355 shares; 2025Q2: 217,973 shares; 2025Q3: 204,873 shares; 2025Q4: 202,524 shares; 2026Q1: 205,356 shares 205,356 $23.3M 0.02% +2,832 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: 84,364 shares; 2024Q4: 82,884 shares; 2025Q1: 70,708 shares; 2025Q2: 70,690 shares; 2025Q3: 73,673 shares; 2025Q4: 77,912 shares; 2026Q1: 81,210 shares 81,210 $23.3M 0.02% +3,298 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: 109,174 shares; 2024Q4: 118,852 shares; 2025Q1: 132,594 shares; 2025Q2: 119,458 shares; 2025Q3: 122,362 shares; 2025Q4: 129,760 shares; 2026Q1: 137,729 shares 137,729 $23.3M 0.02% +7,969 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,030 shares; 2024Q4: 44,437 shares; 2025Q1: 48,199 shares; 2025Q2: 44,743 shares; 2025Q3: 50,897 shares; 2025Q4: 55,954 shares; 2026Q1: 97,244 shares 97,244 $23.3M 0.02% +41,290 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,161 shares; 2024Q4: 39,068 shares; 2025Q1: 54,715 shares; 2025Q2: 54,039 shares; 2025Q3: 110,350 shares; 2025Q4: 132,393 shares; 2026Q1: 171,286 shares 171,286 $23.2M 0.02% +38,893 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,442 shares; 2024Q4: 81,370 shares; 2025Q1: 67,314 shares; 2025Q2: 60,890 shares; 2025Q3: 84,715 shares; 2025Q4: 117,219 shares; 2026Q1: 183,441 shares 183,441 $23.2M 0.02% +66,222 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,498 shares; 2024Q4: 312,737 shares; 2025Q1: 279,468 shares; 2025Q2: 388,648 shares; 2025Q3: 415,438 shares; 2025Q4: 333,959 shares; 2026Q1: 502,309 shares 502,309 $23.1M 0.02% +168,350 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: 415,421 shares; 2026Q1: 405,108 shares 405,108 $23.1M 0.02% -10,313 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,062 shares; 2024Q4: 87,245 shares; 2025Q1: 85,426 shares; 2025Q2: 114,774 shares; 2025Q3: 136,001 shares; 2025Q4: 150,678 shares; 2026Q1: 237,325 shares 237,325 $23.1M 0.02% +86,647 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,364 shares; 2024Q4: 160,070 shares; 2025Q1: 193,242 shares; 2025Q2: 151,099 shares; 2025Q3: 490,695 shares; 2025Q4: 906,084 shares; 2026Q1: 1,309,276 shares 1,309,276 $23M 0.02% +403,192 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,509 shares; 2024Q4: 142,455 shares; 2025Q1: 145,740 shares; 2025Q2: 150,554 shares; 2025Q3: 150,809 shares; 2025Q4: 151,295 shares; 2026Q1: 156,484 shares 156,484 $22.9M 0.02% +5,189 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,670 shares; 2024Q4: 189,599 shares; 2025Q1: 230,157 shares; 2025Q2: 220,150 shares; 2025Q3: 272,087 shares; 2025Q4: 288,477 shares; 2026Q1: 306,949 shares 306,949 $22.9M 0.02% +18,472 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: 87,658 shares; 2024Q4: 97,748 shares; 2025Q1: 106,472 shares; 2025Q2: 111,144 shares; 2025Q3: 120,967 shares; 2025Q4: 138,366 shares; 2026Q1: 146,316 shares 146,316 $22.7M 0.02% +7,950 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,264 shares; 2024Q4: 194,949 shares; 2025Q1: 220,059 shares; 2025Q2: 350,450 shares; 2025Q3: 240,611 shares; 2025Q4: 281,781 shares; 2026Q1: 463,334 shares 463,334 $22.7M 0.02% +181,553 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,678 shares; 2024Q4: 85,573 shares; 2025Q1: 87,592 shares; 2025Q2: 97,650 shares; 2025Q3: 123,292 shares; 2025Q4: 126,570 shares; 2026Q1: 121,649 shares 121,649 $22.7M 0.02% -4,921 Timeline SCHR 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: 704,397 shares; 2024Q4: 1,225,863 shares; 2025Q1: 1,126,076 shares; 2025Q2: 1,059,114 shares; 2025Q3: 1,118,687 shares; 2025Q4: 1,074,779 shares; 2026Q1: 910,129 shares 910,129 $22.7M 0.02% -164,650 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,121 shares; 2024Q4: 67,073 shares; 2025Q1: 73,896 shares; 2025Q2: 76,878 shares; 2025Q3: 80,169 shares; 2025Q4: 79,970 shares; 2026Q1: 83,244 shares 83,244 $22.7M 0.02% +3,274 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796,099 shares; 2024Q4: 970,295 shares; 2025Q1: 1,032,962 shares; 2025Q2: 1,095,122 shares; 2025Q3: 1,573,426 shares; 2025Q4: 898,875 shares; 2026Q1: 1,174,396 shares 1,174,396 $22.7M 0.02% +275,521 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: 50,226 shares; 2024Q4: 318,796 shares; 2025Q1: 295,091 shares; 2025Q2: 287,839 shares; 2025Q3: 282,589 shares; 2025Q4: 242,699 shares; 2026Q1: 236,869 shares 236,869 $22.6M 0.02% -5,830 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,350 shares; 2024Q4: 239,673 shares; 2025Q1: 242,983 shares; 2025Q2: 239,278 shares; 2025Q3: 238,665 shares; 2025Q4: 253,648 shares; 2026Q1: 241,379 shares 241,379 $22.6M 0.02% -12,269 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,534 shares; 2024Q4: 118,095 shares; 2025Q1: 107,974 shares; 2025Q2: 89,314 shares; 2025Q3: 102,575 shares; 2025Q4: 147,539 shares; 2026Q1: 160,547 shares 160,547 $22.5M 0.02% +13,008 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,006 shares; 2024Q4: 233,708 shares; 2025Q1: 245,555 shares; 2025Q2: 229,821 shares; 2025Q3: 225,403 shares; 2025Q4: 214,601 shares; 2026Q1: 232,406 shares 232,406 $22.5M 0.02% +17,805 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,303 shares; 2024Q4: 501,185 shares; 2025Q1: 510,546 shares; 2025Q2: 520,285 shares; 2025Q3: 517,078 shares; 2025Q4: 522,080 shares; 2026Q1: 628,566 shares 628,566 $22.3M 0.02% +106,486 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,686 shares; 2024Q4: 759,421 shares; 2025Q1: 942,646 shares; 2025Q2: 891,218 shares; 2025Q3: 1,066,793 shares; 2025Q4: 1,168,390 shares; 2026Q1: 1,315,784 shares 1,315,784 $22.3M 0.02% +147,394 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: 545,663 shares; 2024Q4: 535,324 shares; 2025Q1: 557,443 shares; 2025Q2: 534,206 shares; 2025Q3: 536,724 shares; 2025Q4: 523,458 shares; 2026Q1: 526,948 shares 526,948 $22.3M 0.02% +3,490 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,434 shares; 2024Q4: 104,985 shares; 2025Q1: 114,409 shares; 2025Q2: 126,725 shares; 2025Q3: 128,105 shares; 2025Q4: 127,301 shares; 2026Q1: 128,571 shares 128,571 $22M 0.01% +1,270 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,794 shares; 2024Q4: 92,534 shares; 2025Q1: 118,017 shares; 2025Q2: 119,802 shares; 2025Q3: 132,126 shares; 2025Q4: 209,962 shares; 2026Q1: 253,588 shares 253,588 $22M 0.01% +43,626 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: 20,874 shares; 2024Q4: 22,803 shares; 2025Q1: 27,229 shares; 2025Q2: 36,269 shares; 2025Q3: 48,207 shares; 2025Q4: 54,847 shares; 2026Q1: 76,986 shares 76,986 $21.7M 0.01% +22,139 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,714 shares; 2024Q4: 38,287 shares; 2025Q1: 88,921 shares; 2025Q2: 87,314 shares; 2025Q3: 142,240 shares; 2025Q4: 180,532 shares; 2026Q1: 470,401 shares 470,401 $21.7M 0.01% +289,869 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,227 shares; 2024Q4: 296,493 shares; 2025Q1: 292,378 shares; 2025Q2: 309,022 shares; 2025Q3: 322,481 shares; 2025Q4: 368,898 shares; 2026Q1: 478,103 shares 478,103 $21.6M 0.01% +109,205 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 631,879 shares; 2026Q1: 626,430 shares 626,430 $21.6M 0.01% -5,449 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,105 shares; 2024Q4: 81,585 shares; 2025Q1: 93,596 shares; 2025Q2: 88,116 shares; 2025Q3: 90,661 shares; 2025Q4: 140,238 shares; 2026Q1: 159,575 shares 159,575 $21.6M 0.01% +19,337 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,876 shares; 2024Q4: 46,038 shares; 2025Q1: 56,638 shares; 2025Q2: 65,545 shares; 2025Q3: 73,585 shares; 2025Q4: 83,854 shares; 2026Q1: 106,279 shares 106,279 $21.6M 0.01% +22,425 Timeline SCHZ 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: 197,671 shares; 2024Q4: 417,618 shares; 2025Q1: 404,995 shares; 2025Q2: 429,252 shares; 2025Q3: 429,757 shares; 2025Q4: 953,057 shares; 2026Q1: 928,751 shares 928,751 $21.6M 0.01% -24,306 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: 220,203 shares; 2026Q1: 236,867 shares 236,867 $21.6M 0.01% +16,664 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,774 shares; 2024Q4: 24,546 shares; 2025Q1: 26,572 shares; 2025Q2: 55,407 shares; 2025Q3: 68,583 shares; 2025Q4: 90,002 shares; 2026Q1: 117,236 shares 117,236 $21.5M 0.01% +27,234 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,171 shares; 2024Q4: 29,834 shares; 2025Q1: 43,345 shares; 2025Q2: 40,516 shares; 2025Q3: 40,487 shares; 2025Q4: 41,040 shares; 2026Q1: 49,361 shares 49,361 $21.4M 0.01% +8,321 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,389 shares; 2024Q4: 47,464 shares; 2025Q1: 49,976 shares; 2025Q2: 76,510 shares; 2025Q3: 72,903 shares; 2025Q4: 73,816 shares; 2026Q1: 77,069 shares 77,069 $21.4M 0.01% +3,253 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661,802 shares; 2024Q4: 696,473 shares; 2025Q1: 1,261,020 shares; 2025Q2: 1,689,542 shares; 2025Q3: 1,845,971 shares; 2025Q4: 2,160,185 shares; 2026Q1: 2,364,371 shares 2,364,371 $21.2M 0.01% +204,186 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,572 shares; 2024Q4: 267,136 shares; 2025Q1: 302,049 shares; 2025Q2: 327,132 shares; 2025Q3: 362,641 shares; 2025Q4: 376,358 shares; 2026Q1: 392,078 shares 392,078 $21.2M 0.01% +15,720 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,051 shares; 2025Q2: 7,648 shares; 2025Q3: 22,911 shares; 2025Q4: 29,226 shares; 2026Q1: 33,367 shares 33,367 $21.2M 0.01% +4,141 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: 7,754 shares; 2024Q4: 9,162 shares; 2025Q1: 9,399 shares; 2025Q2: 10,007 shares; 2025Q3: 11,394 shares; 2025Q4: 11,849 shares; 2026Q1: 21,578 shares 21,578 $21.2M 0.01% +9,729 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,040,413 shares; 2025Q1: 997,338 shares; 2025Q2: 956,657 shares; 2025Q3: 909,446 shares; 2025Q4: 844,528 shares; 2026Q1: 829,616 shares 829,616 $21.1M 0.01% -14,912 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: 247,430 shares; 2024Q4: 201,185 shares; 2025Q1: 159,252 shares; 2025Q2: 320,275 shares; 2025Q3: 286,616 shares; 2025Q4: 228,972 shares; 2026Q1: 323,101 shares 323,101 $21M 0.01% +94,129 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: 47,387 shares; 2024Q4: 54,298 shares; 2025Q1: 49,727 shares; 2025Q2: 55,463 shares; 2025Q3: 73,216 shares; 2025Q4: 103,556 shares; 2026Q1: 133,511 shares 133,511 $21M 0.01% +29,955 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,238 shares; 2024Q4: 16,786 shares; 2025Q1: 18,200 shares; 2025Q2: 26,180 shares; 2025Q3: 74,558 shares; 2025Q4: 74,548 shares; 2026Q1: 76,877 shares 76,877 $20.9M 0.01% +2,329 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: 220,763 shares; 2024Q4: 220,837 shares; 2025Q1: 274,483 shares; 2025Q2: 219,439 shares; 2025Q3: 217,714 shares; 2025Q4: 226,110 shares; 2026Q1: 434,104 shares 434,104 $20.9M 0.01% +207,994 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,371 shares; 2024Q4: 50,066 shares; 2025Q1: 50,548 shares; 2025Q2: 52,261 shares; 2025Q3: 59,945 shares; 2025Q4: 79,502 shares; 2026Q1: 83,372 shares 83,372 $20.9M 0.01% +3,870 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,436 shares; 2024Q4: 24,218 shares; 2025Q1: 26,016 shares; 2025Q2: 29,068 shares; 2025Q3: 33,269 shares; 2025Q4: 36,163 shares; 2026Q1: 37,170 shares 37,170 $20.9M 0.01% +1,007 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: 210,085 shares; 2024Q4: 197,205 shares; 2025Q1: 202,010 shares; 2025Q2: 181,909 shares; 2025Q3: 178,533 shares; 2025Q4: 153,955 shares; 2026Q1: 153,260 shares 153,260 $20.8M 0.01% -695 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: 99,592 shares; 2024Q4: 100,313 shares; 2025Q1: 120,914 shares; 2025Q2: 110,636 shares; 2025Q3: 128,766 shares; 2025Q4: 136,889 shares; 2026Q1: 141,802 shares 141,802 $20.8M 0.01% +4,913 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,122 shares; 2024Q4: 54,663 shares; 2025Q1: 57,883 shares; 2025Q2: 37,544 shares; 2025Q3: 498,054 shares; 2025Q4: 571,116 shares; 2026Q1: 581,934 shares 581,934 $20.8M 0.01% +10,818 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,528 shares; 2024Q4: 65,623 shares; 2025Q1: 153,194 shares; 2025Q2: 128,258 shares; 2025Q3: 124,468 shares; 2025Q4: 145,538 shares; 2026Q1: 178,508 shares 178,508 $20.7M 0.01% +32,970 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,206 shares; 2024Q4: 102,018 shares; 2025Q1: 164,714 shares; 2025Q2: 146,782 shares; 2025Q3: 228,467 shares; 2025Q4: 328,177 shares; 2026Q1: 409,700 shares 409,700 $20.6M 0.01% +81,523 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: 169,515 shares; 2024Q4: 191,076 shares; 2025Q1: 196,434 shares; 2025Q2: 189,002 shares; 2025Q3: 186,626 shares; 2025Q4: 187,967 shares; 2026Q1: 204,788 shares 204,788 $20.6M 0.01% +16,821 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,117 shares; 2024Q4: 98,894 shares; 2025Q1: 96,212 shares; 2025Q2: 93,215 shares; 2025Q3: 116,617 shares; 2025Q4: 123,746 shares; 2026Q1: 187,399 shares 187,399 $20.6M 0.01% +63,653 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: 11,560 shares; 2024Q4: 13,127 shares; 2025Q1: 13,332 shares; 2025Q2: 13,862 shares; 2025Q3: 13,295 shares; 2025Q4: 14,554 shares; 2026Q1: 18,873 shares 18,873 $20.6M 0.01% +4,319 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: 71,890 shares; 2024Q4: 71,111 shares; 2025Q1: 149,524 shares; 2025Q2: 136,502 shares; 2025Q3: 136,431 shares; 2025Q4: 152,036 shares; 2026Q1: 184,473 shares 184,473 $20.5M 0.01% +32,437 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: 110,962 shares; 2024Q4: 118,497 shares; 2025Q1: 124,228 shares; 2025Q2: 131,741 shares; 2025Q3: 123,128 shares; 2025Q4: 149,514 shares; 2026Q1: 223,009 shares 223,009 $20.5M 0.01% +73,495 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: 315,828 shares; 2024Q4: 326,198 shares; 2025Q1: 327,735 shares; 2025Q2: 326,991 shares; 2025Q3: 330,698 shares; 2025Q4: 324,463 shares; 2026Q1: 390,743 shares 390,743 $20.5M 0.01% +66,280 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 352,181 shares; 2026Q1: 341,058 shares 341,058 $20.5M 0.01% -11,123 Timeline VPL 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: 212,009 shares; 2024Q4: 207,920 shares; 2025Q1: 206,437 shares; 2025Q2: 201,286 shares; 2025Q3: 219,655 shares; 2025Q4: 214,374 shares; 2026Q1: 209,099 shares 209,099 $20.4M 0.01% -5,275 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,273 shares; 2024Q4: 8,519 shares; 2025Q1: 10,216 shares; 2025Q2: 14,590 shares; 2025Q3: 15,856 shares; 2025Q4: 17,504 shares; 2026Q1: 18,681 shares 18,681 $20.4M 0.01% +1,177 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: 553,226 shares; 2024Q4: 584,177 shares; 2025Q1: 608,476 shares; 2025Q2: 594,938 shares; 2025Q3: 569,011 shares; 2025Q4: 536,851 shares; 2026Q1: 508,469 shares 508,469 $20.4M 0.01% -28,382 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,653 shares; 2024Q4: 64,417 shares; 2025Q1: 70,248 shares; 2025Q2: 69,240 shares; 2025Q3: 72,012 shares; 2025Q4: 86,321 shares; 2026Q1: 94,112 shares 94,112 $20.4M 0.01% +7,791 Timeline AVIG 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: 386,939 shares; 2024Q4: 415,367 shares; 2025Q1: 448,345 shares; 2025Q2: 460,006 shares; 2025Q3: 488,079 shares; 2025Q4: 524,440 shares; 2026Q1: 490,317 shares 490,317 $20.4M 0.01% -34,123 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: 74,125 shares; 2024Q4: 81,796 shares; 2025Q1: 102,438 shares; 2025Q2: 129,263 shares; 2025Q3: 187,691 shares; 2025Q4: 233,394 shares; 2026Q1: 745,328 shares 745,328 $20.4M 0.01% +511,934 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,876 shares; 2024Q4: 202,806 shares; 2025Q1: 174,872 shares; 2025Q2: 245,093 shares; 2025Q3: 268,395 shares; 2025Q4: 304,740 shares; 2026Q1: 285,090 shares 285,090 $20.3M 0.01% -19,650 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,405 shares; 2024Q4: 208,315 shares; 2025Q1: 246,516 shares; 2025Q2: 232,525 shares; 2025Q3: 237,172 shares; 2025Q4: 219,059 shares; 2026Q1: 363,934 shares 363,934 $20.3M 0.01% +144,875 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: 145,947 shares; 2024Q4: 159,138 shares; 2025Q1: 176,116 shares; 2025Q2: 193,216 shares; 2025Q3: 227,312 shares; 2025Q4: 243,674 shares; 2026Q1: 280,441 shares 280,441 $20.3M 0.01% +36,767 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: 243,260 shares; 2024Q4: 262,574 shares; 2025Q1: 213,620 shares; 2025Q2: 254,211 shares; 2025Q3: 280,645 shares; 2025Q4: 338,428 shares; 2026Q1: 394,630 shares 394,630 $20.3M 0.01% +56,202 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: 137,886 shares; 2024Q4: 162,265 shares; 2025Q1: 160,908 shares; 2025Q2: 151,569 shares; 2025Q3: 150,222 shares; 2025Q4: 152,393 shares; 2026Q1: 168,133 shares 168,133 $19.9M 0.01% +15,740 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,869 shares; 2024Q4: 103,667 shares; 2025Q1: 102,933 shares; 2025Q2: 102,745 shares; 2025Q3: 106,939 shares; 2025Q4: 114,099 shares; 2026Q1: 126,195 shares 126,195 $19.9M 0.01% +12,096 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: 32,848 shares; 2024Q4: 44,319 shares; 2025Q1: 50,137 shares; 2025Q2: 75,290 shares; 2025Q3: 75,836 shares; 2025Q4: 86,830 shares; 2026Q1: 93,874 shares 93,874 $19.8M 0.01% +7,044 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,801 shares; 2024Q4: 65,649 shares; 2025Q1: 112,684 shares; 2025Q2: 103,885 shares; 2025Q3: 137,482 shares; 2025Q4: 212,646 shares; 2026Q1: 338,722 shares 338,722 $19.8M 0.01% +126,076 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: 32,688 shares; 2024Q4: 36,494 shares; 2025Q1: 93,881 shares; 2025Q2: 96,310 shares; 2025Q3: 109,105 shares; 2025Q4: 71,809 shares; 2026Q1: 69,722 shares 69,722 $19.8M 0.01% -2,087 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,104 shares; 2024Q4: 243,043 shares; 2025Q1: 312,401 shares; 2025Q2: 423,576 shares; 2025Q3: 476,681 shares; 2025Q4: 451,589 shares; 2026Q1: 514,207 shares 514,207 $19.8M 0.01% +62,618 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,733 shares; 2024Q4: 24,024 shares; 2025Q1: 28,188 shares; 2025Q2: 27,678 shares; 2025Q3: 29,706 shares; 2025Q4: 35,341 shares; 2026Q1: 44,576 shares 44,576 $19.4M 0.01% +9,235 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: 93,902 shares; 2024Q4: 112,143 shares; 2025Q1: 110,403 shares; 2025Q2: 125,913 shares; 2025Q3: 123,185 shares; 2025Q4: 139,093 shares; 2026Q1: 133,277 shares 133,277 $19.4M 0.01% -5,816 Timeline TFLO 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: 147,737 shares; 2024Q4: 214,064 shares; 2025Q1: 304,593 shares; 2025Q2: 337,510 shares; 2025Q3: 340,329 shares; 2025Q4: 385,775 shares; 2026Q1: 383,553 shares 383,553 $19.4M 0.01% -2,222 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,543 shares; 2024Q4: 74,607 shares; 2025Q1: 93,527 shares; 2025Q2: 93,946 shares; 2025Q3: 117,485 shares; 2025Q4: 189,617 shares; 2026Q1: 229,123 shares 229,123 $19.4M 0.01% +39,506 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,835 shares; 2024Q4: 257,768 shares; 2025Q1: 295,779 shares; 2025Q2: 289,663 shares; 2025Q3: 300,939 shares; 2025Q4: 409,358 shares; 2026Q1: 402,858 shares 402,858 $19.4M 0.01% -6,500 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,617 shares; 2024Q4: 66,982 shares; 2025Q1: 67,120 shares; 2025Q2: 67,838 shares; 2025Q3: 68,723 shares; 2025Q4: 59,689 shares; 2026Q1: 63,425 shares 63,425 $19.3M 0.01% +3,736 Timeline DGRW 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: 113,079 shares; 2024Q4: 110,694 shares; 2025Q1: 244,916 shares; 2025Q2: 224,536 shares; 2025Q3: 222,852 shares; 2025Q4: 217,684 shares; 2026Q1: 219,348 shares 219,348 $19.3M 0.01% +1,664 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,519 shares; 2024Q4: 33,697 shares; 2025Q1: 45,268 shares; 2025Q2: 59,061 shares; 2025Q3: 70,605 shares; 2025Q4: 70,259 shares; 2026Q1: 93,302 shares 93,302 $19.3M 0.01% +23,043 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,807 shares; 2024Q4: 90,475 shares; 2025Q1: 81,502 shares; 2025Q2: 107,999 shares; 2025Q3: 122,361 shares; 2025Q4: 144,406 shares; 2026Q1: 208,160 shares 208,160 $19.2M 0.01% +63,754 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 11,000 shares; 2025Q1: 14,059 shares; 2025Q2: 14,024 shares; 2025Q3: 16,732 shares; 2025Q4: 17,792 shares; 2026Q1: 25,887 shares 25,887 $19.1M 0.01% +8,095 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945,370 shares; 2024Q4: 1,005,192 shares; 2025Q1: 1,031,298 shares; 2025Q2: 1,027,036 shares; 2025Q3: 1,020,176 shares; 2025Q4: 1,026,356 shares; 2026Q1: 1,038,341 shares 1,038,341 $19.1M 0.01% +11,985 Timeline SCMB 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: 19,067 shares; 2024Q4: not reported; 2025Q1: 35,550 shares; 2025Q2: 34,647 shares; 2025Q3: 62,400 shares; 2025Q4: 42,565 shares; 2026Q1: 748,838 shares 748,838 $19.1M 0.01% +706,273 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: 250,891 shares; 2024Q4: 216,403 shares; 2025Q1: 232,893 shares; 2025Q2: 187,837 shares; 2025Q3: 185,619 shares; 2025Q4: 242,703 shares; 2026Q1: 265,065 shares 265,065 $19M 0.01% +22,362 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,516 shares; 2024Q4: 13,606 shares; 2025Q1: 20,080 shares; 2025Q2: 22,034 shares; 2025Q3: 35,160 shares; 2025Q4: 45,996 shares; 2026Q1: 49,024 shares 49,024 $19M 0.01% +3,028 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,250 shares; 2024Q4: 55,253 shares; 2025Q1: 60,522 shares; 2025Q2: 55,552 shares; 2025Q3: 144,780 shares; 2025Q4: 207,794 shares; 2026Q1: 452,534 shares 452,534 $19M 0.01% +244,740 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,317 shares; 2024Q4: 241,708 shares; 2025Q1: 309,354 shares; 2025Q2: 321,583 shares; 2025Q3: 288,666 shares; 2025Q4: 291,741 shares; 2026Q1: 409,192 shares 409,192 $19M 0.01% +117,451 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,868 shares; 2024Q4: 67,813 shares; 2025Q1: 82,987 shares; 2025Q2: 78,993 shares; 2025Q3: 112,541 shares; 2025Q4: 149,756 shares; 2026Q1: 262,276 shares 262,276 $18.8M 0.01% +112,520 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,568 shares; 2024Q4: 35,565 shares; 2025Q1: 47,701 shares; 2025Q2: 53,133 shares; 2025Q3: 120,040 shares; 2025Q4: 214,385 shares; 2026Q1: 364,316 shares 364,316 $18.7M 0.01% +149,931 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,119 shares; 2024Q4: 40,860 shares; 2025Q1: 50,394 shares; 2025Q2: 54,062 shares; 2025Q3: 61,917 shares; 2025Q4: 63,040 shares; 2026Q1: 67,991 shares 67,991 $18.7M 0.01% +4,951 Timeline AVSF 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: 323,385 shares; 2024Q4: 342,733 shares; 2025Q1: 352,546 shares; 2025Q2: 356,594 shares; 2025Q3: 390,113 shares; 2025Q4: 416,403 shares; 2026Q1: 399,433 shares 399,433 $18.7M 0.01% -16,970 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,344 shares; 2024Q4: 157,475 shares; 2025Q1: 158,134 shares; 2025Q2: 162,739 shares; 2025Q3: 443,505 shares; 2025Q4: 498,179 shares; 2026Q1: 540,748 shares 540,748 $18.7M 0.01% +42,569 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,002 shares; 2024Q4: 448,419 shares; 2025Q1: 537,865 shares; 2025Q2: 574,230 shares; 2025Q3: 665,202 shares; 2025Q4: 793,340 shares; 2026Q1: 859,780 shares 859,780 $18.6M 0.01% +66,440 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,758 shares; 2024Q4: 118,778 shares; 2025Q1: 95,650 shares; 2025Q2: 162,873 shares; 2025Q3: 189,990 shares; 2025Q4: 230,578 shares; 2026Q1: 301,441 shares 301,441 $18.5M 0.01% +70,863 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,555 shares; 2024Q4: 177,440 shares; 2025Q1: 170,354 shares; 2025Q2: 212,532 shares; 2025Q3: 290,337 shares; 2025Q4: 387,165 shares; 2026Q1: 472,363 shares 472,363 $18.4M 0.01% +85,198 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,130 shares; 2024Q4: 88,369 shares; 2025Q1: 77,308 shares; 2025Q2: 104,163 shares; 2025Q3: 116,980 shares; 2025Q4: 143,550 shares; 2026Q1: 184,039 shares 184,039 $18.4M 0.01% +40,489 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,328 shares; 2024Q4: 52,519 shares; 2025Q1: 56,069 shares; 2025Q2: 70,136 shares; 2025Q3: 81,784 shares; 2025Q4: 92,741 shares; 2026Q1: 106,435 shares 106,435 $18.3M 0.01% +13,694 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,934 shares; 2024Q4: 174,886 shares; 2025Q1: 177,396 shares; 2025Q2: 225,114 shares; 2025Q3: 244,459 shares; 2025Q4: 246,074 shares; 2026Q1: 436,260 shares 436,260 $18.2M 0.01% +190,186 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,913 shares; 2024Q4: 238,429 shares; 2025Q1: 268,920 shares; 2025Q2: 317,369 shares; 2025Q3: 380,892 shares; 2025Q4: 352,802 shares; 2026Q1: 430,025 shares 430,025 $18.2M 0.01% +77,223 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,669 shares; 2024Q4: 346,948 shares; 2025Q1: 334,848 shares; 2025Q2: 317,412 shares; 2025Q3: 305,910 shares; 2025Q4: 299,400 shares; 2026Q1: 293,228 shares 293,228 $18.1M 0.01% -6,172 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: 261,240 shares; 2024Q4: 275,682 shares; 2025Q1: 122,812 shares; 2025Q2: 167,318 shares; 2025Q3: 183,548 shares; 2025Q4: 222,483 shares; 2026Q1: 274,510 shares 274,510 $18.1M 0.01% +52,027 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,455 shares; 2024Q4: 14,672 shares; 2025Q1: 16,382 shares; 2025Q2: 19,998 shares; 2025Q3: 24,130 shares; 2025Q4: 28,754 shares; 2026Q1: 34,724 shares 34,724 $18.1M 0.01% +5,970 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,967 shares; 2024Q4: 139,623 shares; 2025Q1: 174,162 shares; 2025Q2: 167,660 shares; 2025Q3: 195,607 shares; 2025Q4: 191,206 shares; 2026Q1: 255,422 shares 255,422 $18.1M 0.01% +64,216 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,104 shares; 2024Q4: 23,370 shares; 2025Q1: 24,197 shares; 2025Q2: 27,657 shares; 2025Q3: 36,807 shares; 2025Q4: 43,844 shares; 2026Q1: 55,620 shares 55,620 $17.9M 0.01% +11,776 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,773 shares; 2024Q4: 98,360 shares; 2025Q1: 95,816 shares; 2025Q2: 125,784 shares; 2025Q3: 158,181 shares; 2025Q4: 198,074 shares; 2026Q1: 246,832 shares 246,832 $17.9M 0.01% +48,758 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: 40,209 shares; 2024Q4: 42,237 shares; 2025Q1: 46,840 shares; 2025Q2: 49,322 shares; 2025Q3: 57,718 shares; 2025Q4: 59,980 shares; 2026Q1: 66,969 shares 66,969 $17.8M 0.01% +6,989 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: 14,783 shares; 2024Q4: 14,471 shares; 2025Q1: 17,758 shares; 2025Q2: 17,040 shares; 2025Q3: 16,977 shares; 2025Q4: 24,422 shares; 2026Q1: 50,207 shares 50,207 $17.8M 0.01% +25,785 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,349 shares; 2024Q4: 195,233 shares; 2025Q1: 222,307 shares; 2025Q2: 230,820 shares; 2025Q3: 266,008 shares; 2025Q4: 347,450 shares; 2026Q1: 513,474 shares 513,474 $17.7M 0.01% +166,024 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,650 shares; 2024Q4: 17,437 shares; 2025Q1: 25,633 shares; 2025Q2: 51,031 shares; 2025Q3: 53,686 shares; 2025Q4: 60,410 shares; 2026Q1: 59,298 shares 59,298 $17.6M 0.01% -1,112 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: 22,571 shares; 2024Q4: 23,602 shares; 2025Q1: 26,410 shares; 2025Q2: 28,551 shares; 2025Q3: 27,934 shares; 2025Q4: 32,685 shares; 2026Q1: 39,543 shares 39,543 $17.6M 0.01% +6,858 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,778 shares; 2025Q1: 2,889 shares; 2025Q2: 3,564 shares; 2025Q3: 5,184 shares; 2025Q4: 4,430 shares; 2026Q1: 5,199 shares 5,199 $17.6M 0.01% +769 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,229 shares; 2024Q4: 35,614 shares; 2025Q1: 35,316 shares; 2025Q2: 36,415 shares; 2025Q3: 41,081 shares; 2025Q4: 41,292 shares; 2026Q1: 45,355 shares 45,355 $17.4M 0.01% +4,063 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,156 shares; 2024Q4: 37,338 shares; 2025Q1: 40,336 shares; 2025Q2: 42,322 shares; 2025Q3: 45,542 shares; 2025Q4: 50,883 shares; 2026Q1: 56,608 shares 56,608 $17.2M 0.01% +5,725 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,732 shares; 2024Q4: 162,463 shares; 2025Q1: 184,449 shares; 2025Q2: 190,678 shares; 2025Q3: 215,888 shares; 2025Q4: 240,959 shares; 2026Q1: 252,104 shares 252,104 $17.2M 0.01% +11,145 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,736 shares; 2024Q4: 38,763 shares; 2025Q1: 45,079 shares; 2025Q2: 41,761 shares; 2025Q3: 53,938 shares; 2025Q4: 51,086 shares; 2026Q1: 73,898 shares 73,898 $17.1M 0.01% +22,812 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: 13,837 shares; 2025Q1: 21,543 shares; 2025Q2: 26,479 shares; 2025Q3: 29,589 shares; 2025Q4: 28,069 shares; 2026Q1: 35,331 shares 35,331 $17.1M 0.01% +7,262 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: 171,119 shares; 2024Q4: 170,316 shares; 2025Q1: 212,808 shares; 2025Q2: 209,621 shares; 2025Q3: 213,360 shares; 2025Q4: 217,995 shares; 2026Q1: 229,247 shares 229,247 $17M 0.01% +11,252 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: 77,137 shares; 2024Q4: 74,778 shares; 2025Q1: 75,411 shares; 2025Q2: 83,865 shares; 2025Q3: 84,657 shares; 2025Q4: 87,535 shares; 2026Q1: 89,487 shares 89,487 $17M 0.01% +1,952 Timeline