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: 765,859 shares; 2024Q4: 773,210 shares; 2025Q1: 888,571 shares; 2025Q2: 973,554 shares; 2025Q3: 1,042,217 shares; 2025Q4: 1,195,046 shares; 2026Q1: 1,351,127 shares 1,351,127 $66.1M 6.96% +156,081 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: 778,177 shares; 2024Q4: 2,298,314 shares; 2025Q1: 2,445,913 shares; 2025Q2: 2,315,151 shares; 2025Q3: 2,168,356 shares; 2025Q4: 1,995,005 shares; 2026Q1: 1,911,610 shares 1,911,610 $58.6M 6.18% -83,395 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: 339,171 shares; 2024Q4: 379,095 shares; 2025Q1: 371,340 shares; 2025Q2: 422,690 shares; 2025Q3: 483,620 shares; 2025Q4: 650,317 shares; 2026Q1: 831,776 shares 831,776 $37.5M 3.95% +181,459 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: 37,369 shares; 2024Q4: 39,742 shares; 2025Q1: 40,225 shares; 2025Q2: 39,632 shares; 2025Q3: 42,977 shares; 2025Q4: 49,914 shares; 2026Q1: 52,800 shares 52,800 $36.8M 3.88% +2,886 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: 149,074 shares; 2024Q4: 167,743 shares; 2025Q1: 213,268 shares; 2025Q2: 235,364 shares; 2025Q3: 276,728 shares; 2025Q4: 357,058 shares; 2026Q1: 429,697 shares 429,697 $36.5M 3.84% +72,639 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: 144,297 shares; 2024Q4: 143,702 shares; 2025Q1: 147,411 shares; 2025Q2: 150,501 shares; 2025Q3: 172,004 shares; 2025Q4: 261,060 shares; 2026Q1: 310,746 shares 310,746 $34.5M 3.64% +49,686 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,007 shares; 2024Q4: 34,435 shares; 2025Q1: 35,567 shares; 2025Q2: 35,141 shares; 2025Q3: 35,343 shares; 2025Q4: 35,508 shares; 2026Q1: 36,387 shares 36,387 $23.8M 2.5% +879 Timeline DUHP 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: 68,804 shares; 2024Q4: 102,575 shares; 2025Q1: 175,152 shares; 2025Q2: 180,266 shares; 2025Q3: 233,910 shares; 2025Q4: 521,487 shares; 2026Q1: 633,985 shares 633,985 $23.3M 2.45% +112,498 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: 41,349 shares; 2024Q4: 39,165 shares; 2025Q1: 40,488 shares; 2025Q2: 38,769 shares; 2025Q3: 38,821 shares; 2025Q4: 43,760 shares; 2026Q1: 35,946 shares 35,946 $21.5M 2.26% -7,814 Timeline FNDE 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: 244,333 shares; 2024Q4: 249,995 shares; 2025Q1: 235,803 shares; 2025Q2: 243,450 shares; 2025Q3: 277,880 shares; 2025Q4: 374,098 shares; 2026Q1: 509,567 shares 509,567 $19.5M 2.05% +135,469 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: 565,441 shares; 2024Q4: 452,154 shares; 2025Q1: 451,800 shares; 2025Q2: 465,257 shares; 2025Q3: 466,259 shares; 2025Q4: 468,583 shares; 2026Q1: 464,461 shares 464,461 $18M 1.9% -4,122 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: 51,360 shares; 2024Q4: 54,074 shares; 2025Q1: 55,045 shares; 2025Q2: 55,395 shares; 2025Q3: 55,751 shares; 2025Q4: 58,776 shares; 2026Q1: 63,459 shares 63,459 $16.1M 1.7% +4,683 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,449 shares; 2024Q4: 98,369 shares; 2025Q1: 140,469 shares; 2025Q2: 163,795 shares; 2025Q3: 217,142 shares; 2025Q4: 288,464 shares; 2026Q1: 309,343 shares 309,343 $16.1M 1.69% +20,879 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: 59,854 shares; 2024Q4: 74,953 shares; 2025Q1: 93,141 shares; 2025Q2: 105,264 shares; 2025Q3: 113,857 shares; 2025Q4: 139,233 shares; 2026Q1: 146,317 shares 146,317 $14.5M 1.53% +7,084 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: 53,986 shares; 2024Q4: 58,251 shares; 2025Q1: 70,965 shares; 2025Q2: 82,510 shares; 2025Q3: 62,607 shares; 2025Q4: 71,776 shares; 2026Q1: 82,716 shares 82,716 $14.4M 1.52% +10,940 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: 277,179 shares; 2024Q4: 275,130 shares; 2025Q1: 290,804 shares; 2025Q2: 300,779 shares; 2025Q3: 320,863 shares; 2025Q4: 331,751 shares; 2026Q1: 351,192 shares 351,192 $13.7M 1.44% +19,441 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: 141,535 shares; 2024Q4: 467,835 shares; 2025Q1: 462,930 shares; 2025Q2: 494,551 shares; 2025Q3: 506,941 shares; 2025Q4: 506,723 shares; 2026Q1: 511,892 shares 511,892 $13.1M 1.38% +5,169 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: 26,321 shares; 2024Q4: 26,853 shares; 2025Q1: 28,241 shares; 2025Q2: 29,013 shares; 2025Q3: 29,625 shares; 2025Q4: 30,725 shares; 2026Q1: 40,654 shares 40,654 $13M 1.37% +9,929 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: 173,836 shares; 2024Q4: 139,116 shares; 2025Q1: 145,365 shares; 2025Q2: 144,956 shares; 2025Q3: 145,185 shares; 2025Q4: 147,131 shares; 2026Q1: 200,546 shares 200,546 $12.9M 1.35% +53,415 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: 28,093 shares; 2024Q4: 112,904 shares; 2025Q1: 153,033 shares; 2025Q2: 166,666 shares; 2025Q3: 233,783 shares; 2025Q4: 403,007 shares; 2026Q1: 433,488 shares 433,488 $12.6M 1.33% +30,481 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: 41,903 shares; 2024Q4: 44,252 shares; 2025Q1: 48,263 shares; 2025Q2: 51,218 shares; 2025Q3: 51,360 shares; 2025Q4: 51,364 shares; 2026Q1: 52,337 shares 52,337 $11.3M 1.19% +973 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: 27,207 shares; 2024Q4: 29,692 shares; 2025Q1: 30,784 shares; 2025Q2: 32,333 shares; 2025Q3: 32,837 shares; 2025Q4: 35,919 shares; 2026Q1: 38,603 shares 38,603 $11.1M 1.17% +2,684 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: 7,918 shares; 2024Q4: 13,542 shares; 2025Q1: 15,135 shares; 2025Q2: 15,497 shares; 2025Q3: 15,465 shares; 2025Q4: 18,410 shares; 2026Q1: 18,458 shares 18,458 $10.7M 1.12% +48 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: 22,522 shares; 2024Q4: 24,205 shares; 2025Q1: 24,797 shares; 2025Q2: 25,661 shares; 2025Q3: 25,669 shares; 2025Q4: 26,000 shares; 2026Q1: 28,591 shares 28,591 $10.6M 1.11% +2,591 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: 14,149 shares; 2024Q4: 16,974 shares; 2025Q1: 25,044 shares; 2025Q2: 36,720 shares; 2025Q3: 60,730 shares; 2025Q4: 116,205 shares; 2026Q1: 137,948 shares 137,948 $9.68M 1.02% +21,743 Timeline SHV 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: 21,642 shares; 2024Q4: 25,254 shares; 2025Q1: 33,607 shares; 2025Q2: 43,201 shares; 2025Q3: 59,643 shares; 2025Q4: 76,570 shares; 2026Q1: 81,047 shares 81,047 $8.95M 0.94% +4,477 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: 38,571 shares; 2024Q4: 38,975 shares; 2025Q1: 44,259 shares; 2025Q2: 46,237 shares; 2025Q3: 52,067 shares; 2025Q4: 54,497 shares; 2026Q1: 59,390 shares 59,390 $8.8M 0.93% +4,893 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,189 shares; 2024Q4: 204,905 shares; 2025Q1: 215,862 shares; 2025Q2: 200,209 shares; 2025Q3: 177,644 shares; 2025Q4: 174,805 shares; 2026Q1: 152,726 shares 152,726 $8.66M 0.91% -22,079 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: 101,241 shares; 2024Q4: 298,692 shares; 2025Q1: 294,882 shares; 2025Q2: 303,855 shares; 2025Q3: 303,872 shares; 2025Q4: 300,632 shares; 2026Q1: 298,432 shares 298,432 $7.49M 0.79% -2,200 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: 24,674 shares; 2024Q4: 25,546 shares; 2025Q1: 22,359 shares; 2025Q2: 21,861 shares; 2025Q3: 21,893 shares; 2025Q4: 21,918 shares; 2026Q1: 23,924 shares 23,924 $7.4M 0.78% +2,006 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,300 shares; 2024Q4: 121,491 shares; 2025Q1: 135,684 shares; 2025Q2: 119,990 shares; 2025Q3: 115,768 shares; 2025Q4: 123,511 shares; 2026Q1: 144,615 shares 144,615 $7.23M 0.76% +21,104 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,758 shares; 2024Q4: 102,115 shares; 2025Q1: 103,266 shares; 2025Q2: 99,966 shares; 2025Q3: 99,246 shares; 2025Q4: 101,073 shares; 2026Q1: 101,394 shares 101,394 $6.99M 0.74% +321 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: 13,661 shares; 2024Q4: 13,909 shares; 2025Q1: 14,021 shares; 2025Q2: 13,778 shares; 2025Q3: 13,581 shares; 2025Q4: 13,460 shares; 2026Q1: 14,001 shares 14,001 $6.71M 0.71% +541 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: 93,968 shares; 2024Q4: 79,378 shares; 2025Q1: 93,567 shares; 2025Q2: 69,131 shares; 2025Q3: 71,435 shares; 2025Q4: 80,501 shares; 2026Q1: 93,212 shares 93,212 $6.61M 0.7% +12,711 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,120 shares; 2024Q4: 53,653 shares; 2025Q1: 52,074 shares; 2025Q2: 52,079 shares; 2025Q3: 50,891 shares; 2025Q4: 50,838 shares; 2026Q1: 50,688 shares 50,688 $6.34M 0.67% -150 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: 28,990 shares; 2024Q4: 27,135 shares; 2025Q1: 27,175 shares; 2025Q2: 27,180 shares; 2025Q3: 25,455 shares; 2025Q4: 25,373 shares; 2026Q1: 22,942 shares 22,942 $6.25M 0.66% -2,431 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: 22,059 shares; 2024Q4: 24,785 shares; 2025Q1: 25,587 shares; 2025Q2: 26,231 shares; 2025Q3: 26,459 shares; 2025Q4: 26,323 shares; 2026Q1: 29,708 shares 29,708 $6.19M 0.65% +3,385 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: 45,886 shares; 2024Q4: 52,651 shares; 2025Q1: 60,738 shares; 2025Q2: 56,518 shares; 2025Q3: 56,051 shares; 2025Q4: 54,232 shares; 2026Q1: 53,871 shares 53,871 $5.95M 0.63% -361 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,892 shares; 2025Q1: 22,013 shares; 2025Q2: 25,175 shares; 2025Q3: 26,916 shares; 2025Q4: 66,286 shares; 2026Q1: 66,460 shares 66,460 $5.29M 0.56% +174 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: 67,285 shares; 2024Q4: 197,993 shares; 2025Q1: 196,039 shares; 2025Q2: 189,006 shares; 2025Q3: 189,028 shares; 2025Q4: 189,064 shares; 2026Q1: 189,211 shares 189,211 $5.27M 0.55% +147 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: 87,982 shares; 2024Q4: 184,491 shares; 2025Q1: 187,624 shares; 2025Q2: 189,599 shares; 2025Q3: 190,135 shares; 2025Q4: 188,712 shares; 2026Q1: 194,440 shares 194,440 $4.81M 0.51% +5,728 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: 45,762 shares; 2024Q4: 78,262 shares; 2025Q1: 77,480 shares; 2025Q2: 77,480 shares; 2025Q3: 77,480 shares; 2025Q4: 87,750 shares; 2026Q1: 90,995 shares 90,995 $4.8M 0.51% +3,245 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: 48,001 shares; 2024Q4: 47,360 shares; 2025Q1: 44,554 shares; 2025Q2: 45,976 shares; 2025Q3: 46,669 shares; 2025Q4: 46,949 shares; 2026Q1: 50,609 shares 50,609 $4.58M 0.48% +3,660 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: 4,592 shares; 2024Q4: 4,977 shares; 2025Q1: 5,097 shares; 2025Q2: 5,461 shares; 2025Q3: 5,507 shares; 2025Q4: 6,477 shares; 2026Q1: 7,819 shares 7,819 $4.47M 0.47% +1,342 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: 76,791 shares; 2024Q4: 77,756 shares; 2025Q1: 71,288 shares; 2025Q2: 70,351 shares; 2025Q3: 68,637 shares; 2025Q4: 67,635 shares; 2026Q1: 64,462 shares 64,462 $4.35M 0.46% -3,173 Timeline MGV 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: 28,976 shares; 2024Q4: 28,376 shares; 2025Q1: 27,454 shares; 2025Q2: 27,454 shares; 2025Q3: 28,092 shares; 2025Q4: 28,166 shares; 2026Q1: 28,091 shares 28,091 $4.07M 0.43% -75 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 11,207 shares; 2025Q1: 11,612 shares; 2025Q2: 11,482 shares; 2025Q3: 11,550 shares; 2025Q4: 12,174 shares; 2026Q1: 13,672 shares 13,672 $4.02M 0.42% +1,498 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: 27,344 shares; 2024Q4: 28,199 shares; 2025Q1: 28,827 shares; 2025Q2: 29,184 shares; 2025Q3: 29,199 shares; 2025Q4: 29,254 shares; 2026Q1: 31,009 shares 31,009 $3.85M 0.41% +1,755 Timeline MTUM 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: 18,095 shares; 2024Q4: 18,111 shares; 2025Q1: 16,874 shares; 2025Q2: 16,732 shares; 2025Q3: 16,542 shares; 2025Q4: 15,963 shares; 2026Q1: 15,773 shares 15,773 $3.79M 0.4% -190 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: 57,980 shares; 2024Q4: 49,366 shares; 2025Q1: 53,501 shares; 2025Q2: 53,026 shares; 2025Q3: 53,090 shares; 2025Q4: 53,810 shares; 2026Q1: 107,145 shares 107,145 $3.63M 0.38% +53,335 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,035 shares; 2024Q4: 49,213 shares; 2025Q1: 44,023 shares; 2025Q2: 42,442 shares; 2025Q3: 42,436 shares; 2025Q4: 42,428 shares; 2026Q1: 41,888 shares 41,888 $3.31M 0.35% -540 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: 6,572 shares; 2024Q4: 7,197 shares; 2025Q1: 7,375 shares; 2025Q2: 8,402 shares; 2025Q3: 8,202 shares; 2025Q4: 8,408 shares; 2026Q1: 8,735 shares 8,735 $3.25M 0.34% +327 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: 72,542 shares; 2024Q4: 72,173 shares; 2025Q1: 24,876 shares; 2025Q2: 24,852 shares; 2025Q3: 24,892 shares; 2025Q4: 24,042 shares; 2026Q1: 25,078 shares 25,078 $3.12M 0.33% +1,036 Timeline FNDB 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: 52,246 shares; 2024Q4: 131,540 shares; 2025Q1: 129,001 shares; 2025Q2: 126,680 shares; 2025Q3: 125,537 shares; 2025Q4: 124,287 shares; 2026Q1: 110,391 shares 110,391 $3M 0.32% -13,896 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: 41,230 shares; 2024Q4: 93,882 shares; 2025Q1: 100,471 shares; 2025Q2: 98,517 shares; 2025Q3: 102,782 shares; 2025Q4: 116,262 shares; 2026Q1: 126,659 shares 126,659 $2.94M 0.31% +10,397 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,632 shares; 2024Q4: 61,149 shares; 2025Q1: 53,671 shares; 2025Q2: 53,592 shares; 2025Q3: 53,432 shares; 2025Q4: 53,211 shares; 2026Q1: 53,248 shares 53,248 $2.94M 0.31% +37 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: 14,438 shares; 2024Q4: 14,800 shares; 2025Q1: 15,718 shares; 2025Q2: 14,942 shares; 2025Q3: 15,155 shares; 2025Q4: 15,257 shares; 2026Q1: 17,306 shares 17,306 $2.94M 0.31% +2,049 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: 4,350 shares; 2024Q4: 5,225 shares; 2025Q1: 14,111 shares; 2025Q2: 22,884 shares; 2025Q3: 25,715 shares; 2025Q4: 26,573 shares; 2026Q1: 27,278 shares 27,278 $2.9M 0.3% +705 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 101,353 shares; 2025Q4: 5,435 shares; 2026Q1: 147,246 shares 147,246 $2.84M 0.3% +141,811 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: 2,609 shares; 2024Q4: 2,713 shares; 2025Q1: 2,905 shares; 2025Q2: 2,782 shares; 2025Q3: 2,753 shares; 2025Q4: 2,772 shares; 2026Q1: 3,046 shares 3,046 $2.8M 0.3% +274 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: 36,409 shares; 2024Q4: 37,414 shares; 2025Q1: 38,570 shares; 2025Q2: 38,919 shares; 2025Q3: 38,761 shares; 2025Q4: 33,594 shares; 2026Q1: 35,085 shares 35,085 $2.67M 0.28% +1,491 Timeline AGZ 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: 28,064 shares; 2024Q4: 28,347 shares; 2025Q1: 29,071 shares; 2025Q2: 29,051 shares; 2025Q3: 29,158 shares; 2025Q4: 23,757 shares; 2026Q1: 22,849 shares 22,849 $2.51M 0.26% -908 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: 9,116 shares; 2024Q4: 6,314 shares; 2025Q1: 8,610 shares; 2025Q2: 8,589 shares; 2025Q3: 9,018 shares; 2025Q4: 9,085 shares; 2026Q1: 10,019 shares 10,019 $2.45M 0.26% +934 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: 106,737 shares; 2024Q4: 108,109 shares; 2025Q1: 107,952 shares; 2025Q2: 106,343 shares; 2025Q3: 106,411 shares; 2025Q4: 67,692 shares; 2026Q1: 69,491 shares 69,491 $2.33M 0.25% +1,799 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: 2,969 shares; 2024Q4: 2,969 shares; 2025Q1: 3,067 shares; 2025Q2: 3,067 shares; 2025Q3: 3,060 shares; 2025Q4: 2,999 shares; 2026Q1: 5,065 shares 5,065 $2.21M 0.23% +2,066 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: 1,829 shares; 2024Q4: 1,911 shares; 2025Q1: 1,995 shares; 2025Q2: 1,988 shares; 2025Q3: 1,937 shares; 2025Q4: 1,875 shares; 2026Q1: 2,182 shares 2,182 $2.17M 0.23% +307 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: 3,588 shares; 2024Q4: 3,739 shares; 2025Q1: 3,821 shares; 2025Q2: 3,851 shares; 2025Q3: 3,833 shares; 2025Q4: 4,013 shares; 2026Q1: 4,344 shares 4,344 $2.17M 0.23% +331 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: 16,803 shares; 2024Q4: 19,737 shares; 2025Q1: 21,773 shares; 2025Q2: 22,798 shares; 2025Q3: 26,236 shares; 2025Q4: 28,812 shares; 2026Q1: 26,147 shares 26,147 $2.16M 0.23% -2,665 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: 3,911 shares; 2024Q4: 5,986 shares; 2025Q1: 6,109 shares; 2025Q2: 6,090 shares; 2025Q3: 6,025 shares; 2025Q4: 5,951 shares; 2026Q1: 6,759 shares 6,759 $2.04M 0.22% +808 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: 21,533 shares; 2024Q4: 27,532 shares; 2025Q1: 28,140 shares; 2025Q2: 27,152 shares; 2025Q3: 27,041 shares; 2025Q4: 24,675 shares; 2026Q1: 25,954 shares 25,954 $2.01M 0.21% +1,279 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: 8,475 shares; 2024Q4: 9,293 shares; 2025Q1: 9,496 shares; 2025Q2: 8,523 shares; 2025Q3: 9,277 shares; 2025Q4: 9,063 shares; 2026Q1: 9,730 shares 9,730 $2.01M 0.21% +667 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: 2,372 shares; 2024Q4: 2,429 shares; 2025Q1: 2,609 shares; 2025Q2: 2,538 shares; 2025Q3: 2,551 shares; 2025Q4: 2,561 shares; 2026Q1: 2,794 shares 2,794 $1.98M 0.21% +233 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: 21,480 shares; 2024Q4: 21,106 shares; 2025Q1: 21,006 shares; 2025Q2: 20,505 shares; 2025Q3: 20,855 shares; 2025Q4: 20,881 shares; 2026Q1: 20,006 shares 20,006 $1.83M 0.19% -875 Timeline CWB 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: 19,241 shares; 2024Q4: 19,292 shares; 2025Q1: 19,311 shares; 2025Q2: 19,291 shares; 2025Q3: 19,323 shares; 2025Q4: 19,255 shares; 2026Q1: 19,210 shares 19,210 $1.76M 0.19% -45 Timeline DFAX 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: 63,009 shares; 2024Q4: 54,959 shares; 2025Q1: 40,747 shares; 2025Q2: 42,088 shares; 2025Q3: 44,087 shares; 2025Q4: 46,339 shares; 2026Q1: 51,081 shares 51,081 $1.74M 0.18% +4,742 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: 11,604 shares; 2024Q4: 51,307 shares; 2025Q1: 65,943 shares; 2025Q2: 55,658 shares; 2025Q3: 56,102 shares; 2025Q4: 55,180 shares; 2026Q1: 54,601 shares 54,601 $1.69M 0.18% -579 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 7,933 shares 7,933 $1.65M 0.17% +7,490 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: 3,320 shares; 2024Q4: 3,285 shares; 2025Q1: 2,765 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 3,596 shares; 2026Q1: 5,741 shares 5,741 $1.65M 0.17% +2,145 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,000 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 4,348 shares; 2026Q1: 4,348 shares 4,348 $1.61M 0.17% 0 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: 20,198 shares; 2024Q4: 19,901 shares; 2025Q1: 21,661 shares; 2025Q2: 21,674 shares; 2025Q3: 21,890 shares; 2025Q4: 20,527 shares; 2026Q1: 19,608 shares 19,608 $1.55M 0.16% -919 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: 3,056 shares; 2024Q4: 4,460 shares; 2025Q1: 4,559 shares; 2025Q2: 4,496 shares; 2025Q3: 4,622 shares; 2025Q4: 4,268 shares; 2026Q1: 4,651 shares 4,651 $1.53M 0.16% +383 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,947 shares; 2025Q1: 7,290 shares; 2025Q2: 7,397 shares; 2025Q3: 7,427 shares; 2025Q4: 7,443 shares; 2026Q1: 7,848 shares 7,848 $1.51M 0.16% +405 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: 17,074 shares; 2024Q4: 15,946 shares; 2025Q1: 15,566 shares; 2025Q2: 15,492 shares; 2025Q3: 15,492 shares; 2025Q4: 14,754 shares; 2026Q1: 15,019 shares 15,019 $1.5M 0.16% +265 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,086 shares; 2024Q4: 40,086 shares; 2025Q1: 40,086 shares; 2025Q2: 40,086 shares; 2025Q3: 36,771 shares; 2025Q4: 36,771 shares; 2026Q1: 28,941 shares 28,941 $1.47M 0.15% -7,830 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.15% 0 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: 12,315 shares; 2024Q4: 12,315 shares; 2025Q1: 12,315 shares; 2025Q2: 12,315 shares; 2025Q3: 12,315 shares; 2025Q4: 12,315 shares; 2026Q1: 12,615 shares 12,615 $1.43M 0.15% +300 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: 3,560 shares; 2024Q4: 3,581 shares; 2025Q1: 3,740 shares; 2025Q2: 3,662 shares; 2025Q3: 3,670 shares; 2025Q4: 3,726 shares; 2026Q1: 4,053 shares 4,053 $1.43M 0.15% +327 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: 2,594 shares; 2024Q4: 7,237 shares; 2025Q1: 7,496 shares; 2025Q2: 7,896 shares; 2025Q3: 7,932 shares; 2025Q4: 7,950 shares; 2026Q1: 8,574 shares 8,574 $1.41M 0.15% +624 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: 7,657 shares; 2024Q4: 8,023 shares; 2025Q1: 8,368 shares; 2025Q2: 8,529 shares; 2025Q3: 8,455 shares; 2025Q4: 7,982 shares; 2026Q1: 8,532 shares 8,532 $1.41M 0.15% +550 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,223 shares; 2024Q4: 25,412 shares; 2025Q1: 25,116 shares; 2025Q2: 24,288 shares; 2025Q3: 24,301 shares; 2025Q4: 24,315 shares; 2026Q1: 24,455 shares 24,455 $1.41M 0.15% +140 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: 7,579 shares; 2024Q4: 8,836 shares; 2025Q1: 9,048 shares; 2025Q2: 9,109 shares; 2025Q3: 9,187 shares; 2025Q4: 8,924 shares; 2026Q1: 9,437 shares 9,437 $1.39M 0.15% +513 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: not reported; 2025Q1: 6,286 shares; 2025Q2: 6,249 shares; 2025Q3: 6,258 shares; 2025Q4: 6,292 shares; 2026Q1: 6,494 shares 6,494 $1.39M 0.15% +202 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: 9,724 shares; 2024Q4: 10,204 shares; 2025Q1: 10,395 shares; 2025Q2: 10,288 shares; 2025Q3: 10,093 shares; 2025Q4: 9,434 shares; 2026Q1: 9,455 shares 9,455 $1.37M 0.14% +21 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: 42,845 shares; 2024Q4: 42,983 shares; 2025Q1: 43,478 shares; 2025Q2: 43,761 shares; 2025Q3: 43,670 shares; 2025Q4: 43,411 shares; 2026Q1: 46,391 shares 46,391 $1.34M 0.14% +2,980 Timeline VOX 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: 7,870 shares; 2024Q4: 7,468 shares; 2025Q1: 7,611 shares; 2025Q2: 7,470 shares; 2025Q3: 7,470 shares; 2025Q4: 7,453 shares; 2026Q1: 7,414 shares 7,414 $1.33M 0.14% -39 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: 10,603 shares; 2024Q4: 11,025 shares; 2025Q1: 10,954 shares; 2025Q2: 9,475 shares; 2025Q3: 9,779 shares; 2025Q4: 10,204 shares; 2026Q1: 10,983 shares 10,983 $1.32M 0.14% +779 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,524 shares; 2024Q4: 10,779 shares; 2025Q1: 16,482 shares; 2025Q2: 17,096 shares; 2025Q3: 16,033 shares; 2025Q4: 17,905 shares; 2026Q1: 23,646 shares 23,646 $1.31M 0.14% +5,741 Timeline VDC 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: 5,753 shares; 2024Q4: 5,743 shares; 2025Q1: 5,743 shares; 2025Q2: 5,690 shares; 2025Q3: 5,562 shares; 2025Q4: 5,562 shares; 2026Q1: 5,562 shares 5,562 $1.25M 0.13% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,994 shares; 2024Q4: 41,734 shares; 2025Q1: 41,535 shares; 2025Q2: 39,802 shares; 2025Q3: 40,045 shares; 2025Q4: 40,133 shares; 2026Q1: 40,245 shares 40,245 $1.24M 0.13% +112 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: 5,047 shares; 2024Q4: 5,049 shares; 2025Q1: 6,561 shares; 2025Q2: 6,561 shares; 2025Q3: 6,332 shares; 2025Q4: 6,225 shares; 2026Q1: 6,308 shares 6,308 $1.24M 0.13% +83 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: 2,428 shares; 2024Q4: 11,522 shares; 2025Q1: 11,298 shares; 2025Q2: 11,175 shares; 2025Q3: 14,004 shares; 2025Q4: 13,918 shares; 2026Q1: 15,207 shares 15,207 $1.19M 0.13% +1,289 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: 6,983 shares; 2024Q4: 6,847 shares; 2025Q1: 6,807 shares; 2025Q2: 6,820 shares; 2025Q3: 7,178 shares; 2025Q4: 7,729 shares; 2026Q1: 7,740 shares 7,740 $1.17M 0.12% +11 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4,402 shares; 2025Q1: 4,312 shares; 2025Q2: 4,515 shares; 2025Q3: 4,509 shares; 2025Q4: 4,569 shares; 2026Q1: 4,751 shares 4,751 $1.16M 0.12% +182 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: 905 shares; 2024Q4: 982 shares; 2025Q1: 1,035 shares; 2025Q2: 1,033 shares; 2025Q3: 1,043 shares; 2025Q4: 10,235 shares; 2026Q1: 12,016 shares 12,016 $1.16M 0.12% +1,781 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,082 shares; 2024Q4: 10,141 shares; 2025Q1: 10,201 shares; 2025Q2: 10,262 shares; 2025Q3: 10,245 shares; 2025Q4: 10,245 shares; 2026Q1: 10,448 shares 10,448 $1.15M 0.12% +203 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: 3,845 shares; 2024Q4: 4,065 shares; 2025Q1: 4,448 shares; 2025Q2: 4,412 shares; 2025Q3: 4,494 shares; 2025Q4: 4,504 shares; 2026Q1: 5,186 shares 5,186 $1.13M 0.12% +682 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: 9,090 shares; 2024Q4: 9,059 shares; 2025Q1: 8,937 shares; 2025Q2: 8,447 shares; 2025Q3: 7,948 shares; 2025Q4: 6,201 shares; 2026Q1: 5,181 shares 5,181 $1.13M 0.12% -1,020 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: 3,325 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,405 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 3,306 shares 3,306 $1.12M 0.12% +1 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: 11,532 shares; 2024Q4: 11,644 shares; 2025Q1: 12,007 shares; 2025Q2: 12,112 shares; 2025Q3: 11,947 shares; 2025Q4: 12,046 shares; 2026Q1: 11,979 shares 11,979 $1.11M 0.12% -67 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: 42 shares; 2024Q4: 1,090 shares; 2025Q1: 1,153 shares; 2025Q2: 1,125 shares; 2025Q3: 1,134 shares; 2025Q4: 1,137 shares; 2026Q1: 1,304 shares 1,304 $1.1M 0.12% +167 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: 7,924 shares; 2024Q4: 7,935 shares; 2025Q1: 9,066 shares; 2025Q2: 9,199 shares; 2025Q3: 9,222 shares; 2025Q4: 11,112 shares; 2026Q1: 11,899 shares 11,899 $1.06M 0.11% +787 Timeline SPHD 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: 7,617 shares; 2024Q4: 19,650 shares; 2025Q1: 21,444 shares; 2025Q2: 21,365 shares; 2025Q3: 21,316 shares; 2025Q4: 20,440 shares; 2026Q1: 20,681 shares 20,681 $1.03M 0.11% +241 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: 10,918 shares; 2024Q4: 10,918 shares; 2025Q1: 10,918 shares; 2025Q2: 10,648 shares; 2025Q3: 10,648 shares; 2025Q4: 10,648 shares; 2026Q1: 10,483 shares 10,483 $988K 0.1% -165 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,561 shares; 2025Q1: 1,557 shares; 2025Q2: 1,582 shares; 2025Q3: 1,509 shares; 2025Q4: 1,449 shares; 2026Q1: 1,596 shares 1,596 $964K 0.1% +147 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: 782 shares; 2024Q4: 3,136 shares; 2025Q1: 3,141 shares; 2025Q2: 3,153 shares; 2025Q3: 3,142 shares; 2025Q4: 3,093 shares; 2026Q1: 3,314 shares 3,314 $940K 0.1% +221 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: 7,988 shares; 2024Q4: 10,206 shares; 2025Q1: 10,910 shares; 2025Q2: 10,424 shares; 2025Q3: 10,515 shares; 2025Q4: 10,517 shares; 2026Q1: 10,824 shares 10,824 $938K 0.1% +307 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: 10,580 shares; 2024Q4: 10,580 shares; 2025Q1: 10,584 shares; 2025Q2: 10,588 shares; 2025Q3: 10,593 shares; 2025Q4: 10,597 shares; 2026Q1: 10,600 shares 10,600 $931K 0.1% +3 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: 7,024 shares; 2024Q4: 7,392 shares; 2025Q1: 7,325 shares; 2025Q2: 7,332 shares; 2025Q3: 7,411 shares; 2025Q4: 7,374 shares; 2026Q1: 8,066 shares 8,066 $915K 0.1% +692 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: 2,645 shares; 2024Q4: 6,159 shares; 2025Q1: 9,346 shares; 2025Q2: 9,346 shares; 2025Q3: 9,421 shares; 2025Q4: 8,602 shares; 2026Q1: 8,580 shares 8,580 $914K 0.1% -22 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 4,500 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,503 shares; 2025Q4: 3,715 shares; 2026Q1: 9,034 shares 9,034 $914K 0.1% +5,319 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: 33,530 shares; 2024Q4: 33,204 shares; 2025Q1: 31,207 shares; 2025Q2: 31,393 shares; 2025Q3: 27,356 shares; 2025Q4: 26,930 shares; 2026Q1: 26,978 shares 26,978 $889K 0.09% +48 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: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 7,982 shares; 2025Q4: 14,113 shares; 2026Q1: 14,113 shares 14,113 $881K 0.09% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 2,008 shares; 2025Q1: 2,170 shares; 2025Q2: 2,175 shares; 2025Q3: 2,169 shares; 2025Q4: 2,180 shares; 2026Q1: 2,547 shares 2,547 $871K 0.09% +367 Timeline IBDT 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: 14,520 shares; 2024Q4: 16,705 shares; 2025Q1: 16,738 shares; 2025Q2: 16,788 shares; 2025Q3: 16,838 shares; 2025Q4: 22,215 shares; 2026Q1: 33,960 shares 33,960 $860K 0.09% +11,745 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: 5,722 shares; 2024Q4: 5,722 shares; 2025Q1: 5,542 shares; 2025Q2: 5,542 shares; 2025Q3: 5,542 shares; 2025Q4: 5,542 shares; 2026Q1: 5,542 shares 5,542 $847K 0.09% 0 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: 14,041 shares; 2024Q4: 27,327 shares; 2025Q1: 26,961 shares; 2025Q2: 28,853 shares; 2025Q3: 28,885 shares; 2025Q4: 28,929 shares; 2026Q1: 29,032 shares 29,032 $844K 0.09% +103 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,183 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares; 2026Q1: 3,941 shares 3,941 $842K 0.09% -7 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: 2,184 shares; 2024Q4: 2,213 shares; 2025Q1: 2,222 shares; 2025Q2: 2,256 shares; 2025Q3: 2,276 shares; 2025Q4: 2,282 shares; 2026Q1: 2,401 shares 2,401 $824K 0.09% +119 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: 7,545 shares; 2024Q4: 8,651 shares; 2025Q1: 15,316 shares; 2025Q2: 10,205 shares; 2025Q3: 9,005 shares; 2025Q4: 11,023 shares; 2026Q1: 16,162 shares 16,162 $806K 0.08% +5,139 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: 3,001 shares; 2024Q4: 3,028 shares; 2025Q1: 3,157 shares; 2025Q2: 3,003 shares; 2025Q3: 2,974 shares; 2025Q4: 2,975 shares; 2026Q1: 3,299 shares 3,299 $800K 0.08% +324 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: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 1,816 shares; 2026Q1: 1,826 shares 1,826 $786K 0.08% +10 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: 596 shares; 2024Q4: 7,335 shares; 2025Q1: 7,558 shares; 2025Q2: 7,774 shares; 2025Q3: 7,775 shares; 2025Q4: 7,729 shares; 2026Q1: 8,344 shares 8,344 $784K 0.08% +615 Timeline SCHO 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: 6,030 shares; 2024Q4: 10,849 shares; 2025Q1: 10,713 shares; 2025Q2: 10,728 shares; 2025Q3: 11,994 shares; 2025Q4: 11,813 shares; 2026Q1: 32,013 shares 32,013 $777K 0.08% +20,200 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: 8,329 shares; 2024Q4: 3,372 shares; 2025Q1: 3,661 shares; 2025Q2: 3,170 shares; 2025Q3: 3,364 shares; 2025Q4: 3,357 shares; 2026Q1: 3,819 shares 3,819 $777K 0.08% +462 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,446 shares; 2025Q1: 1,530 shares; 2025Q2: 1,299 shares; 2025Q3: 1,465 shares; 2025Q4: 1,471 shares; 2026Q1: 1,564 shares 1,564 $769K 0.08% +93 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: 3,627 shares; 2024Q4: 3,627 shares; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,627 shares 3,627 $766K 0.08% 0 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: 1,962 shares; 2024Q4: 2,061 shares; 2025Q1: 2,385 shares; 2025Q2: 2,382 shares; 2025Q3: 2,391 shares; 2025Q4: 2,399 shares; 2026Q1: 2,688 shares 2,688 $763K 0.08% +289 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,196 shares; 2024Q4: 28,466 shares; 2025Q1: 25,706 shares; 2025Q2: 25,715 shares; 2025Q3: 23,444 shares; 2025Q4: 23,479 shares; 2026Q1: 23,462 shares 23,462 $761K 0.08% -17 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,662 shares; 2024Q4: 19,662 shares; 2025Q1: 19,662 shares; 2025Q2: 19,662 shares; 2025Q3: 19,662 shares; 2025Q4: 19,662 shares; 2026Q1: 29,142 shares 29,142 $753K 0.08% +9,480 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: 5,620 shares; 2024Q4: 5,648 shares; 2025Q1: 5,731 shares; 2025Q2: 5,474 shares; 2025Q3: 5,685 shares; 2025Q4: 5,035 shares; 2026Q1: 5,689 shares 5,689 $751K 0.08% +654 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: 11,687 shares; 2024Q4: 12,308 shares; 2025Q1: 12,159 shares; 2025Q2: 11,715 shares; 2025Q3: 11,599 shares; 2025Q4: 11,759 shares; 2026Q1: 14,784 shares 14,784 $742K 0.08% +3,025 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: 653 shares; 2024Q4: 2,635 shares; 2025Q1: 3,158 shares; 2025Q2: 4,020 shares; 2025Q3: 3,996 shares; 2025Q4: 4,442 shares; 2026Q1: 5,122 shares 5,122 $735K 0.08% +680 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: 366 shares; 2024Q4: 396 shares; 2025Q1: 428 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 406 shares; 2026Q1: 496 shares 496 $730K 0.08% +90 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,338 shares 3,338 $730K 0.08% +18 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: 14,638 shares; 2024Q4: 13,878 shares; 2025Q1: 11,193 shares; 2025Q2: 11,011 shares; 2025Q3: 10,476 shares; 2025Q4: 10,543 shares; 2026Q1: 10,441 shares 10,441 $728K 0.08% -102 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: not reported; 2024Q4: not reported; 2025Q1: 1,048 shares; 2025Q2: 24,505 shares; 2025Q3: 23,277 shares; 2025Q4: 20,717 shares; 2026Q1: 20,717 shares 20,717 $726K 0.08% 0 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: 4,094 shares; 2024Q4: 4,005 shares; 2025Q1: 4,610 shares; 2025Q2: 4,171 shares; 2025Q3: 4,715 shares; 2025Q4: 4,435 shares; 2026Q1: 4,616 shares 4,616 $717K 0.08% +181 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: 5,200 shares; 2024Q4: 5,035 shares; 2025Q1: 5,184 shares; 2025Q2: 5,150 shares; 2025Q3: 5,170 shares; 2025Q4: 5,083 shares; 2026Q1: 5,469 shares 5,469 $716K 0.08% +386 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: 1,876 shares; 2024Q4: 2,115 shares; 2025Q1: 2,730 shares; 2025Q2: 2,396 shares; 2025Q3: 2,356 shares; 2025Q4: 2,389 shares; 2026Q1: 2,928 shares 2,928 $710K 0.07% +539 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 1,995 shares; 2025Q1: 8,705 shares; 2025Q2: 6,896 shares; 2025Q3: 7,149 shares; 2025Q4: 7,460 shares; 2026Q1: 8,016 shares 8,016 $709K 0.07% +556 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: 6,957 shares; 2024Q4: 7,372 shares; 2025Q1: 7,555 shares; 2025Q2: 7,681 shares; 2025Q3: 7,343 shares; 2025Q4: 7,172 shares; 2026Q1: 6,773 shares 6,773 $695K 0.07% -399 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,631 shares; 2025Q1: 12,015 shares; 2025Q2: 12,227 shares; 2025Q3: 14,166 shares; 2025Q4: 14,081 shares; 2026Q1: 13,486 shares 13,486 $683K 0.07% -595 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 6,240 shares; 2025Q1: 6,349 shares; 2025Q2: 6,138 shares; 2025Q3: 6,208 shares; 2025Q4: 6,168 shares; 2026Q1: 6,487 shares 6,487 $682K 0.07% +319 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,660 shares; 2025Q1: 1,702 shares; 2025Q2: 1,740 shares; 2025Q3: 1,749 shares; 2025Q4: 1,740 shares; 2026Q1: 1,905 shares 1,905 $681K 0.07% +165 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 10,097 shares; 2025Q1: 9,926 shares; 2025Q2: 10,198 shares; 2025Q3: 9,782 shares; 2025Q4: 9,573 shares; 2026Q1: 10,258 shares 10,258 $677K 0.07% +685 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: 1,501 shares; 2024Q4: 1,502 shares; 2025Q1: 1,363 shares; 2025Q2: 1,458 shares; 2025Q3: 1,822 shares; 2025Q4: 1,823 shares; 2026Q1: 1,824 shares 1,824 $670K 0.07% +1 Timeline EIPX 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: 25,308 shares; 2024Q4: 25,505 shares; 2025Q1: 20,003 shares; 2025Q2: 20,179 shares; 2025Q3: 20,350 shares; 2025Q4: 20,507 shares; 2026Q1: 20,638 shares 20,638 $664K 0.07% +131 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,024 shares; 2024Q4: 11,033 shares; 2025Q1: 11,033 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 8,314 shares; 2026Q1: 12,972 shares 12,972 $659K 0.07% +4,658 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: 4,174 shares; 2024Q4: 4,246 shares; 2025Q1: 4,466 shares; 2025Q2: 4,279 shares; 2025Q3: 4,296 shares; 2025Q4: 4,257 shares; 2026Q1: 4,486 shares 4,486 $651K 0.07% +229 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: 1,538 shares; 2024Q4: 1,488 shares; 2025Q1: 1,318 shares; 2025Q2: 1,218 shares; 2025Q3: 901 shares; 2025Q4: 945 shares; 2026Q1: 998 shares 998 $649K 0.07% +53 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: 1,608 shares; 2024Q4: 1,760 shares; 2025Q1: 1,793 shares; 2025Q2: 1,846 shares; 2025Q3: 1,836 shares; 2025Q4: 1,779 shares; 2026Q1: 2,081 shares 2,081 $647K 0.07% +302 Timeline IBDU 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 14,955 shares; 2026Q1: 27,720 shares 27,720 $645K 0.07% +12,765 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 850 shares; 2025Q1: 845 shares; 2025Q2: 873 shares; 2025Q3: 818 shares; 2025Q4: 812 shares; 2026Q1: 883 shares 883 $643K 0.07% +71 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: 6,138 shares; 2024Q4: 7,375 shares; 2025Q1: 8,932 shares; 2025Q2: 8,707 shares; 2025Q3: 9,187 shares; 2025Q4: 11,393 shares; 2026Q1: 13,069 shares 13,069 $637K 0.07% +1,676 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,428 shares; 2024Q4: 37,428 shares; 2025Q1: 37,456 shares; 2025Q2: 37,464 shares; 2025Q3: 37,464 shares; 2025Q4: 37,481 shares; 2026Q1: 37,993 shares 37,993 $635K 0.07% +512 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: 2,394 shares; 2024Q4: 3,934 shares; 2025Q1: 4,796 shares; 2025Q2: 4,767 shares; 2025Q3: 4,966 shares; 2025Q4: 4,963 shares; 2026Q1: 5,340 shares 5,340 $633K 0.07% +377 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: 478 shares; 2024Q4: 528 shares; 2025Q1: 552 shares; 2025Q2: 610 shares; 2025Q3: 612 shares; 2025Q4: 617 shares; 2026Q1: 711 shares 711 $621K 0.07% +94 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 9,014 shares; 2026Q1: 9,076 shares 9,076 $620K 0.07% +62 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: 451 shares; 2024Q4: 468 shares; 2025Q1: 470 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $618K 0.07% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 3,087 shares; 2025Q1: 3,272 shares; 2025Q2: 3,227 shares; 2025Q3: 3,116 shares; 2025Q4: 3,203 shares; 2026Q1: 3,846 shares 3,846 $614K 0.06% +643 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 5,844 shares; 2025Q1: 7,839 shares; 2025Q2: 7,843 shares; 2025Q3: 7,773 shares; 2025Q4: 7,086 shares; 2026Q1: 7,087 shares 7,087 $600K 0.06% +1 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: 8,724 shares; 2024Q4: 9,409 shares; 2025Q1: 9,469 shares; 2025Q2: 8,736 shares; 2025Q3: 8,959 shares; 2025Q4: 8,421 shares; 2026Q1: 9,869 shares 9,869 $599K 0.06% +1,448 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 5,969 shares; 2025Q1: 6,571 shares; 2025Q2: 6,386 shares; 2025Q3: 6,444 shares; 2025Q4: 6,425 shares; 2026Q1: 7,496 shares 7,496 $597K 0.06% +1,071 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: 7,516 shares; 2024Q4: 7,633 shares; 2025Q1: 7,655 shares; 2025Q2: 7,708 shares; 2025Q3: 7,744 shares; 2025Q4: 7,871 shares; 2026Q1: 7,882 shares 7,882 $592K 0.06% +11 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: 2,070 shares; 2024Q4: 2,119 shares; 2025Q1: 2,155 shares; 2025Q2: 2,178 shares; 2025Q3: 2,245 shares; 2025Q4: 2,306 shares; 2026Q1: 2,571 shares 2,571 $591K 0.06% +265 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,774 shares; 2026Q1: 17,774 shares 17,774 $581K 0.06% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 1,162 shares; 2025Q1: 1,425 shares; 2025Q2: 1,153 shares; 2025Q3: 1,142 shares; 2025Q4: 1,207 shares; 2026Q1: 1,661 shares 1,661 $561K 0.06% +454 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $560K 0.06% 0 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: 3,839 shares; 2024Q4: 5,982 shares; 2025Q1: 5,982 shares; 2025Q2: 5,982 shares; 2025Q3: 5,982 shares; 2025Q4: 5,982 shares; 2026Q1: 5,982 shares 5,982 $555K 0.06% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,261 shares; 2025Q1: 3,272 shares; 2025Q2: 3,477 shares; 2025Q3: 2,824 shares; 2025Q4: 2,778 shares; 2026Q1: 2,752 shares 2,752 $522K 0.05% -26 Timeline DFNM 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: 10,115 shares; 2024Q4: 10,785 shares; 2025Q1: 10,785 shares; 2025Q2: 10,785 shares; 2025Q3: 10,785 shares; 2025Q4: 10,785 shares; 2026Q1: 10,785 shares 10,785 $517K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 934 shares; 2025Q1: 981 shares; 2025Q2: 999 shares; 2025Q3: 1,015 shares; 2025Q4: 746 shares; 2026Q1: 1,037 shares 1,037 $514K 0.05% +291 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: 11,288 shares; 2024Q4: 10,305 shares; 2025Q1: 10,346 shares; 2025Q2: 10,394 shares; 2025Q3: 10,441 shares; 2025Q4: 10,477 shares; 2026Q1: 10,477 shares 10,477 $508K 0.05% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,197 shares; 2025Q2: 5,197 shares; 2025Q3: 5,197 shares; 2025Q4: 5,197 shares; 2026Q1: 5,294 shares 5,294 $498K 0.05% +97 Timeline EZM 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: 7,235 shares; 2024Q4: 7,236 shares; 2025Q1: 7,268 shares; 2025Q2: 7,269 shares; 2025Q3: 7,309 shares; 2025Q4: 7,310 shares; 2026Q1: 7,311 shares 7,311 $491K 0.05% +1 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: 6,197 shares; 2024Q4: 6,221 shares; 2025Q1: 6,222 shares; 2025Q2: 6,223 shares; 2025Q3: 6,224 shares; 2025Q4: 6,992 shares; 2026Q1: 9,042 shares 9,042 $489K 0.05% +2,050 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 3,089 shares; 2025Q1: 3,449 shares; 2025Q2: 3,462 shares; 2025Q3: 3,383 shares; 2025Q4: 3,559 shares; 2026Q1: 3,735 shares 3,735 $481K 0.05% +176 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: 3,027 shares; 2024Q4: 2,527 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 1,927 shares; 2025Q4: 1,924 shares; 2026Q1: 2,635 shares 2,635 $478K 0.05% +711 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: 1,330 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,355 shares; 2025Q3: 1,356 shares; 2025Q4: 1,309 shares; 2026Q1: 1,432 shares 1,432 $471K 0.05% +123 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,220 shares; 2025Q1: 3,265 shares; 2025Q2: 3,267 shares; 2025Q3: 3,282 shares; 2025Q4: 3,288 shares; 2026Q1: 3,342 shares 3,342 $459K 0.05% +54 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: 484 shares; 2024Q4: 4,710 shares; 2025Q1: 6,385 shares; 2025Q2: 6,619 shares; 2025Q3: 6,281 shares; 2025Q4: 6,281 shares; 2026Q1: 6,226 shares 6,226 $458K 0.05% -55 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: 1,315 shares; 2024Q4: 1,366 shares; 2025Q1: 1,446 shares; 2025Q2: 2,199 shares; 2025Q3: 2,214 shares; 2025Q4: 2,226 shares; 2026Q1: 2,431 shares 2,431 $443K 0.05% +205 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $442K 0.05% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,302 shares; 2025Q1: 2,352 shares; 2025Q2: 2,714 shares; 2025Q3: 2,722 shares; 2025Q4: 2,730 shares; 2026Q1: 3,483 shares 3,483 $440K 0.05% +753 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: 12,015 shares; 2024Q4: 10,868 shares; 2025Q1: 5,175 shares; 2025Q2: 12,502 shares; 2025Q3: 12,915 shares; 2025Q4: 12,475 shares; 2026Q1: 15,633 shares 15,633 $439K 0.05% +3,158 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: 1,058 shares; 2024Q4: 1,157 shares; 2025Q1: 1,148 shares; 2025Q2: 1,203 shares; 2025Q3: 1,307 shares; 2025Q4: 1,329 shares; 2026Q1: 1,432 shares 1,432 $433K 0.05% +103 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: 1,563 shares; 2024Q4: 2,323 shares; 2025Q1: 2,352 shares; 2025Q2: 2,431 shares; 2025Q3: 2,389 shares; 2025Q4: 2,394 shares; 2026Q1: 3,100 shares 3,100 $432K 0.05% +706 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: 509 shares; 2024Q4: 555 shares; 2025Q1: 574 shares; 2025Q2: 555 shares; 2025Q3: 542 shares; 2025Q4: 661 shares; 2026Q1: 764 shares 764 $430K 0.05% +103 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 7,295 shares; 2025Q1: 7,295 shares; 2025Q2: 7,295 shares; 2025Q3: 7,295 shares; 2025Q4: 17,570 shares; 2026Q1: 17,570 shares 17,570 $426K 0.04% 0 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: 425 shares; 2024Q4: 450 shares; 2025Q1: 469 shares; 2025Q2: 421 shares; 2025Q3: 437 shares; 2025Q4: 442 shares; 2026Q1: 466 shares 466 $417K 0.04% +24 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: 552 shares; 2024Q4: 592 shares; 2025Q1: 585 shares; 2025Q2: 603 shares; 2025Q3: 613 shares; 2025Q4: 2,945 shares; 2026Q1: 3,920 shares 3,920 $410K 0.04% +975 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: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,791 shares; 2025Q2: 2,791 shares; 2025Q3: 2,844 shares; 2025Q4: 2,710 shares; 2026Q1: 2,790 shares 2,790 $409K 0.04% +80 Timeline IQLT 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: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 7,712 shares; 2026Q1: 8,790 shares 8,790 $406K 0.04% +1,078 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: 873 shares; 2024Q4: 921 shares; 2025Q1: 944 shares; 2025Q2: 938 shares; 2025Q3: 986 shares; 2025Q4: 1,041 shares; 2026Q1: 1,241 shares 1,241 $404K 0.04% +200 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: 114 shares; 2024Q4: 117 shares; 2025Q1: 119 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 115 shares; 2026Q1: 118 shares 118 $399K 0.04% +3 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: 1,680 shares; 2024Q4: 1,736 shares; 2025Q1: 1,631 shares; 2025Q2: 1,698 shares; 2025Q3: 1,757 shares; 2025Q4: 1,712 shares; 2026Q1: 1,684 shares 1,684 $398K 0.04% -28 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: 4,062 shares; 2024Q4: 4,176 shares; 2025Q1: 4,164 shares; 2025Q2: 4,210 shares; 2025Q3: 4,097 shares; 2025Q4: 4,223 shares; 2026Q1: 4,406 shares 4,406 $395K 0.04% +183 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: 780 shares; 2024Q4: 816 shares; 2025Q1: 860 shares; 2025Q2: 833 shares; 2025Q3: 829 shares; 2025Q4: 831 shares; 2026Q1: 946 shares 946 $394K 0.04% +115 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: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares 2,423 $392K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,870 shares; 2026Q1: 10,870 shares 10,870 $386K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,663 shares; 2025Q1: 2,590 shares; 2025Q2: 2,761 shares; 2025Q3: 2,564 shares; 2025Q4: 2,729 shares; 2026Q1: 3,163 shares 3,163 $383K 0.04% +434 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 324 shares; 2025Q3: 329 shares; 2025Q4: 330 shares; 2026Q1: 398 shares 398 $383K 0.04% +68 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: 2,661 shares; 2024Q4: 2,793 shares; 2025Q1: 6,614 shares; 2025Q2: 6,570 shares; 2025Q3: 6,487 shares; 2025Q4: 6,475 shares; 2026Q1: 6,488 shares 6,488 $380K 0.04% +13 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,546 shares; 2025Q2: 2,856 shares; 2025Q3: 2,891 shares; 2025Q4: 2,855 shares; 2026Q1: 3,081 shares 3,081 $378K 0.04% +226 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: 1,363 shares; 2024Q4: 1,547 shares; 2025Q1: 1,569 shares; 2025Q2: 1,603 shares; 2025Q3: 1,540 shares; 2025Q4: 1,239 shares; 2026Q1: 1,653 shares 1,653 $374K 0.04% +414 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,422 shares; 2025Q1: 2,462 shares; 2025Q2: 1,693 shares; 2025Q3: 2,084 shares; 2025Q4: 1,603 shares; 2026Q1: 1,379 shares 1,379 $373K 0.04% -224 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: 3,381 shares; 2024Q4: 2,530 shares; 2025Q1: 2,424 shares; 2025Q2: 2,435 shares; 2025Q3: 2,440 shares; 2025Q4: 2,439 shares; 2026Q1: 2,797 shares 2,797 $366K 0.04% +358 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: 1,614 shares; 2024Q4: 1,804 shares; 2025Q1: 1,885 shares; 2025Q2: 1,764 shares; 2025Q3: 1,697 shares; 2025Q4: 1,552 shares; 2026Q1: 1,948 shares 1,948 $364K 0.04% +396 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: 3,249 shares; 2024Q4: 3,690 shares; 2025Q1: 3,685 shares; 2025Q2: 3,654 shares; 2025Q3: 3,628 shares; 2025Q4: 3,520 shares; 2026Q1: 3,726 shares 3,726 $359K 0.04% +206 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 14,429 shares; 2025Q1: 14,429 shares; 2025Q2: 14,429 shares; 2025Q3: 14,429 shares; 2025Q4: 14,429 shares; 2026Q1: 14,429 shares 14,429 $355K 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 6,543 shares; 2025Q1: 7,881 shares; 2025Q2: 7,943 shares; 2025Q3: 7,875 shares; 2025Q4: 5,561 shares; 2026Q1: 6,135 shares 6,135 $354K 0.04% +574 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: 718 shares; 2024Q4: 746 shares; 2025Q1: 806 shares; 2025Q2: 801 shares; 2025Q3: 800 shares; 2025Q4: 779 shares; 2026Q1: 825 shares 825 $351K 0.04% +46 Timeline AGGY 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: 7,895 shares; 2024Q4: 7,895 shares; 2025Q1: 7,895 shares; 2025Q2: 7,895 shares; 2025Q3: 7,895 shares; 2025Q4: 7,895 shares; 2026Q1: 7,895 shares 7,895 $343K 0.04% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,512 shares; 2025Q3: 2,512 shares; 2025Q4: 2,512 shares; 2026Q1: 2,512 shares 2,512 $340K 0.04% 0 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: 3,529 shares; 2024Q4: 3,620 shares; 2025Q1: 3,935 shares; 2025Q2: 4,257 shares; 2025Q3: 4,257 shares; 2025Q4: 4,286 shares; 2026Q1: 5,111 shares 5,111 $340K 0.04% +825 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: 3,716 shares; 2026Q1: 3,716 shares 3,716 $338K 0.04% 0 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: 3,634 shares; 2024Q4: 3,600 shares; 2025Q1: 3,617 shares; 2025Q2: 3,617 shares; 2025Q3: 3,617 shares; 2025Q4: 3,617 shares; 2026Q1: 3,617 shares 3,617 $338K 0.04% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,868 shares; 2024Q4: 10,873 shares; 2025Q1: 10,879 shares; 2025Q2: 10,884 shares; 2025Q3: 10,890 shares; 2025Q4: 10,896 shares; 2026Q1: 8,901 shares 8,901 $337K 0.04% -1,995 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: 5,813 shares; 2024Q4: 5,813 shares; 2025Q1: 5,813 shares; 2025Q2: 6,081 shares; 2025Q3: 5,926 shares; 2025Q4: 5,926 shares; 2026Q1: 5,926 shares 5,926 $337K 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,625 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 4,069 shares 4,069 $336K 0.04% -1,556 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares 1,136 $335K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,329 shares; 2025Q1: 2,359 shares; 2025Q2: 2,347 shares; 2025Q3: 2,340 shares; 2025Q4: 2,390 shares; 2026Q1: 2,551 shares 2,551 $334K 0.04% +161 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,010 shares; 2025Q1: 3,000 shares; 2025Q2: 3,017 shares; 2025Q3: 3,021 shares; 2025Q4: 3,017 shares; 2026Q1: 3,136 shares 3,136 $330K 0.03% +119 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: 1,347 shares; 2024Q4: 1,334 shares; 2025Q1: 1,416 shares; 2025Q2: 1,445 shares; 2025Q3: 1,257 shares; 2025Q4: 1,023 shares; 2026Q1: 1,232 shares 1,232 $329K 0.03% +209 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares 1,645 $326K 0.03% 0 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: 3,149 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,153 shares; 2025Q3: 3,063 shares; 2025Q4: 3,048 shares; 2026Q1: 2,958 shares 2,958 $322K 0.03% -90 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $321K 0.03% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,717 shares; 2025Q1: 2,817 shares; 2025Q2: 2,678 shares; 2025Q3: 2,668 shares; 2025Q4: 2,673 shares; 2026Q1: 2,910 shares 2,910 $320K 0.03% +237 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: 24,925 shares; 2024Q4: 24,391 shares; 2025Q1: 23,058 shares; 2025Q2: 22,418 shares; 2025Q3: 21,853 shares; 2025Q4: 16,831 shares; 2026Q1: 10,953 shares 10,953 $314K 0.03% -5,878 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $313K 0.03% 0 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: 5,616 shares; 2024Q4: 5,964 shares; 2025Q1: 6,157 shares; 2025Q2: 6,364 shares; 2025Q3: 6,522 shares; 2025Q4: 6,405 shares; 2026Q1: 6,788 shares 6,788 $312K 0.03% +383 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,564 shares; 2025Q1: 2,564 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares; 2026Q1: 11,949 shares 11,949 $311K 0.03% +9,385 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: 1,551 shares; 2024Q4: 1,615 shares; 2025Q1: 1,692 shares; 2025Q2: 1,687 shares; 2025Q3: 1,666 shares; 2025Q4: 1,624 shares; 2026Q1: 1,954 shares 1,954 $307K 0.03% +330 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: 4,148 shares; 2024Q4: 4,307 shares; 2025Q1: 4,585 shares; 2025Q2: 4,486 shares; 2025Q3: 4,481 shares; 2025Q4: 4,503 shares; 2026Q1: 6,523 shares 6,523 $303K 0.03% +2,020 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: 462 shares; 2024Q4: 475 shares; 2025Q1: 538 shares; 2025Q2: 557 shares; 2025Q3: 559 shares; 2025Q4: 562 shares; 2026Q1: 639 shares 639 $302K 0.03% +77 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: 533 shares; 2024Q4: 637 shares; 2025Q1: 678 shares; 2025Q2: 660 shares; 2025Q3: 494 shares; 2025Q4: 574 shares; 2026Q1: 650 shares 650 $300K 0.03% +76 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: 1,988 shares; 2024Q4: 2,096 shares; 2025Q1: 2,137 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,034 shares; 2026Q1: 2,278 shares 2,278 $299K 0.03% +244 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $299K 0.03% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 990 shares; 2025Q1: 991 shares; 2025Q2: 1,057 shares; 2025Q3: 1,011 shares; 2025Q4: 1,075 shares; 2026Q1: 1,375 shares 1,375 $298K 0.03% +300 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: 234 shares; 2024Q4: 250 shares; 2025Q1: 265 shares; 2025Q2: 268 shares; 2025Q3: 266 shares; 2025Q4: 267 shares; 2026Q1: 342 shares 342 $296K 0.03% +75 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: 721 shares; 2024Q4: 722 shares; 2025Q1: 731 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 911 shares; 2026Q1: 1,094 shares 1,094 $296K 0.03% +183 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: 4,400 shares; 2024Q4: 2,270 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares 2,028 $296K 0.03% 0 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: 2,038 shares; 2024Q4: 2,124 shares; 2025Q1: 2,336 shares; 2025Q2: 2,253 shares; 2025Q3: 2,273 shares; 2025Q4: 2,385 shares; 2026Q1: 3,033 shares 3,033 $293K 0.03% +648 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: 716 shares; 2024Q4: 751 shares; 2025Q1: 796 shares; 2025Q2: 1,162 shares; 2025Q3: 1,211 shares; 2025Q4: 2,194 shares; 2026Q1: 2,194 shares 2,194 $292K 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 8,909 shares; 2025Q1: 8,214 shares; 2025Q2: 7,411 shares; 2025Q3: 8,448 shares; 2025Q4: 7,962 shares; 2026Q1: 7,708 shares 7,708 $287K 0.03% -254 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: 928 shares; 2024Q4: 984 shares; 2025Q1: 1,098 shares; 2025Q2: 1,103 shares; 2025Q3: 1,142 shares; 2025Q4: 1,053 shares; 2026Q1: 1,359 shares 1,359 $285K 0.03% +306 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: 5,274 shares; 2026Q1: 4,991 shares 4,991 $284K 0.03% -283 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: 1,690 shares; 2024Q4: 2,603 shares; 2025Q1: 2,424 shares; 2025Q2: 2,570 shares; 2025Q3: 1,967 shares; 2025Q4: 2,563 shares; 2026Q1: 2,860 shares 2,860 $281K 0.03% +297 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,403 shares; 2025Q1: 2,932 shares; 2025Q2: 3,494 shares; 2025Q3: 3,538 shares; 2025Q4: 3,731 shares; 2026Q1: 3,827 shares 3,827 $278K 0.03% +96 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: 840 shares; 2024Q4: 794 shares; 2025Q1: 847 shares; 2025Q2: 1,058 shares; 2025Q3: 1,052 shares; 2025Q4: 881 shares; 2026Q1: 1,125 shares 1,125 $278K 0.03% +244 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,331 shares; 2024Q4: 12,331 shares; 2025Q1: 12,331 shares; 2025Q2: 12,585 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares; 2026Q1: 13,833 shares 13,833 $277K 0.03% +1,033 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: 2,936 shares; 2024Q4: 3,040 shares; 2025Q1: 3,219 shares; 2025Q2: 2,976 shares; 2025Q3: 2,932 shares; 2025Q4: 3,193 shares; 2026Q1: 3,220 shares 3,220 $274K 0.03% +27 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,651 shares; 2026Q1: 3,651 shares 3,651 $274K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,261 shares; 2025Q1: 1,135 shares; 2025Q2: 1,199 shares; 2025Q3: 1,201 shares; 2025Q4: 1,202 shares; 2026Q1: 1,314 shares 1,314 $273K 0.03% +112 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: 464 shares; 2024Q4: 483 shares; 2025Q1: 498 shares; 2025Q2: 504 shares; 2025Q3: 524 shares; 2025Q4: 535 shares; 2026Q1: 626 shares 626 $273K 0.03% +91 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: 1,314 shares; 2024Q4: 1,399 shares; 2025Q1: 1,453 shares; 2025Q2: 1,489 shares; 2025Q3: 1,430 shares; 2025Q4: 1,394 shares; 2026Q1: 1,599 shares 1,599 $270K 0.03% +205 Timeline SCHY 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: 21,603 shares; 2024Q4: 20,518 shares; 2025Q1: 8,469 shares; 2025Q2: 8,484 shares; 2025Q3: 8,495 shares; 2025Q4: 8,508 shares; 2026Q1: 8,516 shares 8,516 $270K 0.03% +8 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,681 shares; 2026Q1: 2,688 shares 2,688 $269K 0.03% +7 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 912 shares; 2025Q1: 909 shares; 2025Q2: 3,772 shares; 2025Q3: 3,772 shares; 2025Q4: 3,780 shares; 2026Q1: 3,958 shares 3,958 $265K 0.03% +178 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,523 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $263K 0.03% 0 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: 3,711 shares; 2024Q4: 3,600 shares; 2025Q1: 3,642 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $262K 0.03% 0 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: 849 shares; 2024Q4: 926 shares; 2025Q1: 1,011 shares; 2025Q2: 1,053 shares; 2025Q3: 969 shares; 2025Q4: 1,062 shares; 2026Q1: 1,312 shares 1,312 $260K 0.03% +250 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: 2,741 shares; 2024Q4: 3,499 shares; 2025Q1: 3,569 shares; 2025Q2: 4,328 shares; 2025Q3: 4,457 shares; 2025Q4: 3,849 shares; 2026Q1: 3,596 shares 3,596 $259K 0.03% -253 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: 3,016 shares; 2024Q4: 3,245 shares; 2025Q1: 2,888 shares; 2025Q2: 3,073 shares; 2025Q3: 2,213 shares; 2025Q4: 2,224 shares; 2026Q1: 2,594 shares 2,594 $257K 0.03% +370 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,658 shares; 2025Q1: 4,319 shares; 2025Q2: 3,552 shares; 2025Q3: 3,630 shares; 2025Q4: 3,824 shares; 2026Q1: 5,800 shares 5,800 $256K 0.03% +1,976 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: 5,485 shares; 2024Q4: 5,801 shares; 2025Q1: 4,658 shares; 2025Q2: 4,996 shares; 2025Q3: 5,173 shares; 2025Q4: 4,929 shares; 2026Q1: 6,233 shares 6,233 $256K 0.03% +1,304 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: 136 shares; 2024Q4: 338 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 359 shares; 2025Q4: 360 shares; 2026Q1: 891 shares 891 $256K 0.03% +531 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: 436 shares; 2024Q4: 835 shares; 2025Q1: 731 shares; 2025Q2: 745 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 866 shares 866 $256K 0.03% +120 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,543 shares; 2025Q1: 1,777 shares; 2025Q2: 1,711 shares; 2025Q3: 1,716 shares; 2025Q4: 1,661 shares; 2026Q1: 2,156 shares 2,156 $256K 0.03% +495 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,620 shares; 2025Q1: 5,848 shares; 2025Q2: 5,899 shares; 2025Q3: 5,947 shares; 2025Q4: 6,011 shares; 2026Q1: 6,042 shares 6,042 $255K 0.03% +31 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: 4,354 shares; 2024Q4: 4,665 shares; 2025Q1: 4,550 shares; 2025Q2: 4,378 shares; 2025Q3: 4,380 shares; 2025Q4: 4,403 shares; 2026Q1: 4,885 shares 4,885 $254K 0.03% +482 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 189 shares; 2025Q2: 218 shares; 2025Q3: 219 shares; 2025Q4: 220 shares; 2026Q1: 232 shares 232 $254K 0.03% +12 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: 3,352 shares; 2024Q4: 3,722 shares; 2025Q1: 5,336 shares; 2025Q2: 5,756 shares; 2025Q3: 5,553 shares; 2025Q4: 5,302 shares; 2026Q1: 3,502 shares 3,502 $252K 0.03% -1,800 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: 584 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 584 shares 584 $249K 0.03% 0 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: 783 shares; 2024Q4: 1,032 shares; 2025Q1: 1,072 shares; 2025Q2: 1,079 shares; 2025Q3: 1,190 shares; 2025Q4: 1,189 shares; 2026Q1: 1,831 shares 1,831 $249K 0.03% +642 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: 468 shares; 2024Q4: 486 shares; 2025Q1: 565 shares; 2025Q2: 517 shares; 2025Q3: 510 shares; 2025Q4: 440 shares; 2026Q1: 572 shares 572 $248K 0.03% +132 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: 286 shares; 2024Q4: 312 shares; 2025Q1: 338 shares; 2025Q2: 360 shares; 2025Q3: 361 shares; 2025Q4: 362 shares; 2026Q1: 452 shares 452 $248K 0.03% +90 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: 100 shares; 2024Q4: 230 shares; 2025Q1: 233 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 632 shares 632 $247K 0.03% +274 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: 554 shares; 2024Q4: 1,276 shares; 2025Q1: 1,049 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 1,238 shares 1,238 $246K 0.03% +249 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,700 shares 9,700 $245K 0.03% new 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: 41 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 51 shares; 2025Q3: 52 shares; 2025Q4: 46 shares; 2026Q1: 58 shares 58 $244K 0.03% +12 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: 1,644 shares; 2024Q4: 656 shares; 2025Q1: 1,011 shares; 2025Q2: 1,473 shares; 2025Q3: 1,498 shares; 2025Q4: 1,501 shares; 2026Q1: 2,255 shares 2,255 $244K 0.03% +754 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: 2,762 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,267 shares; 2026Q1: 2,268 shares 2,268 $244K 0.03% +1 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,500 shares 9,500 $244K 0.03% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,711 shares; 2025Q1: 2,757 shares; 2025Q2: 2,580 shares; 2025Q3: 2,609 shares; 2025Q4: 2,608 shares; 2026Q1: 2,216 shares 2,216 $243K 0.03% -392 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: 811 shares; 2024Q4: 853 shares; 2025Q1: 924 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 683 shares; 2026Q1: 883 shares 883 $243K 0.03% +200 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542,779 shares; 2024Q4: 542,779 shares; 2025Q1: 529,079 shares; 2025Q2: 529,079 shares; 2025Q3: 268,079 shares; 2025Q4: 79,243 shares; 2026Q1: 79,243 shares 79,243 $238K 0.03% 0 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: 103 shares; 2024Q4: 116 shares; 2025Q1: 123 shares; 2025Q2: 1,846 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 2,559 shares 2,559 $236K 0.02% +686 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,737 shares; 2024Q4: 6,737 shares; 2025Q1: 6,782 shares; 2025Q2: 6,836 shares; 2025Q3: 6,782 shares; 2025Q4: 6,782 shares; 2026Q1: 6,782 shares 6,782 $234K 0.02% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000 $234K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,053 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares 936 $232K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 996 shares; 2025Q1: 1,129 shares; 2025Q2: 1,189 shares; 2025Q3: 966 shares; 2025Q4: 946 shares; 2026Q1: 1,333 shares 1,333 $231K 0.02% +387 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: 5,615 shares; 2024Q4: 5,424 shares; 2025Q1: 5,306 shares; 2025Q2: 5,101 shares; 2025Q3: 5,099 shares; 2025Q4: 4,800 shares; 2026Q1: 4,806 shares 4,806 $231K 0.02% +6 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: 207 shares; 2024Q4: 225 shares; 2025Q1: 203 shares; 2025Q2: 206 shares; 2025Q3: 226 shares; 2025Q4: 244 shares; 2026Q1: 336 shares 336 $229K 0.02% +92 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: 336 shares; 2024Q4: 344 shares; 2025Q1: 462 shares; 2025Q2: 448 shares; 2025Q3: 456 shares; 2025Q4: 435 shares; 2026Q1: 585 shares 585 $229K 0.02% +150 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: 408 shares; 2024Q4: 435 shares; 2025Q1: 442 shares; 2025Q2: 445 shares; 2025Q3: 444 shares; 2025Q4: 416 shares; 2026Q1: 515 shares 515 $229K 0.02% +99 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: 864 shares; 2024Q4: 966 shares; 2025Q1: 856 shares; 2025Q2: 942 shares; 2025Q3: 957 shares; 2025Q4: 957 shares; 2026Q1: 1,250 shares 1,250 $228K 0.02% +293 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,056 shares; 2025Q2: 4,029 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares; 2026Q1: 4,055 shares 4,055 $226K 0.02% 0 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: 413 shares; 2024Q4: 442 shares; 2025Q1: 481 shares; 2025Q2: 496 shares; 2025Q3: 494 shares; 2025Q4: 440 shares; 2026Q1: 761 shares 761 $222K 0.02% +321 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: 350 shares; 2024Q4: 388 shares; 2025Q1: 382 shares; 2025Q2: 335 shares; 2025Q3: 410 shares; 2025Q4: 430 shares; 2026Q1: 617 shares 617 $220K 0.02% +187 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: 707 shares; 2024Q4: 784 shares; 2025Q1: 804 shares; 2025Q2: 847 shares; 2025Q3: 835 shares; 2025Q4: 786 shares; 2026Q1: 1,070 shares 1,070 $217K 0.02% +284 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: 825 shares; 2024Q4: 927 shares; 2025Q1: 902 shares; 2025Q2: 907 shares; 2025Q3: 945 shares; 2025Q4: 806 shares; 2026Q1: 824 shares 824 $214K 0.02% +18 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: 2,849 shares; 2024Q4: 2,929 shares; 2025Q1: 3,248 shares; 2025Q2: 3,324 shares; 2025Q3: 3,384 shares; 2025Q4: 3,342 shares; 2026Q1: 3,469 shares 3,469 $214K 0.02% +127 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: 535 shares; 2024Q4: 589 shares; 2025Q1: 610 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 669 shares; 2026Q1: 755 shares 755 $211K 0.02% +86 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: 348 shares; 2024Q4: 383 shares; 2025Q1: 427 shares; 2025Q2: 382 shares; 2025Q3: 388 shares; 2025Q4: 393 shares; 2026Q1: 472 shares 472 $211K 0.02% +79 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,166 shares; 2025Q1: 1,176 shares; 2025Q2: 1,287 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,508 shares 1,508 $210K 0.02% +225 Timeline EPP 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: 6,316 shares; 2024Q4: 3,916 shares; 2025Q1: 3,916 shares; 2025Q2: 3,916 shares; 2025Q3: 3,916 shares; 2025Q4: 3,916 shares; 2026Q1: 3,916 shares 3,916 $208K 0.02% 0 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: 377 shares; 2024Q4: 409 shares; 2025Q1: 398 shares; 2025Q2: 439 shares; 2025Q3: 443 shares; 2025Q4: 487 shares; 2026Q1: 683 shares 683 $208K 0.02% +196 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 710 shares; 2025Q1: 693 shares; 2025Q2: 748 shares; 2025Q3: 747 shares; 2025Q4: 746 shares; 2026Q1: 829 shares 829 $207K 0.02% +83 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 440 shares; 2025Q1: 562 shares; 2025Q2: 621 shares; 2025Q3: 512 shares; 2025Q4: 618 shares; 2026Q1: 704 shares 704 $206K 0.02% +86 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 4,430 shares; 2025Q1: 3,227 shares; 2025Q2: 2,866 shares; 2025Q3: 2,896 shares; 2025Q4: 2,780 shares; 2026Q1: 3,160 shares 3,160 $204K 0.02% +380 Timeline VUSB 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: 4,172 shares; 2024Q4: 4,172 shares; 2025Q1: 4,071 shares; 2025Q2: 4,683 shares; 2025Q3: 4,683 shares; 2025Q4: 4,683 shares; 2026Q1: 4,083 shares 4,083 $203K 0.02% -600 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,341 shares; 2025Q1: 1,405 shares; 2025Q2: 1,292 shares; 2025Q3: 1,290 shares; 2025Q4: 1,182 shares; 2026Q1: 835 shares 835 $203K 0.02% -347 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: 413 shares; 2024Q4: 438 shares; 2025Q1: 435 shares; 2025Q2: 462 shares; 2025Q3: 468 shares; 2025Q4: 471 shares; 2026Q1: 588 shares 588 $203K 0.02% +117 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: 234 shares; 2024Q4: 287 shares; 2025Q1: 339 shares; 2025Q2: 1,130 shares; 2025Q3: 1,137 shares; 2025Q4: 1,103 shares; 2026Q1: 1,236 shares 1,236 $203K 0.02% +133 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: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $202K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,922 shares; 2025Q1: 1,904 shares; 2025Q2: 1,911 shares; 2025Q3: 1,967 shares; 2025Q4: 1,937 shares; 2026Q1: 2,764 shares 2,764 $200K 0.02% +827 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: 857 shares; 2024Q4: 1,069 shares; 2025Q1: 1,690 shares; 2025Q2: 1,186 shares; 2025Q3: 1,393 shares; 2025Q4: 1,490 shares; 2026Q1: 1,511 shares 1,511 $200K 0.02% +21 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,900 shares; 2025Q1: 1,920 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $196K 0.02% 0 Timeline MOO 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: 3,605 shares; 2024Q4: 3,727 shares; 2025Q1: 2,247 shares; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,303 shares; 2026Q1: 2,303 shares 2,303 $195K 0.02% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,647 shares; 2025Q1: 2,700 shares; 2025Q2: 2,682 shares; 2025Q3: 2,673 shares; 2025Q4: 2,648 shares; 2026Q1: 2,560 shares 2,560 $193K 0.02% -88 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: 1,578 shares; 2024Q4: 1,830 shares; 2025Q1: 2,089 shares; 2025Q2: 1,995 shares; 2025Q3: 1,944 shares; 2025Q4: 1,869 shares; 2026Q1: 2,624 shares 2,624 $191K 0.02% +755 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: 466 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 994 shares 994 $191K 0.02% +768 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: 1,660 shares; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 2,123 shares; 2025Q3: 1,954 shares; 2025Q4: 1,955 shares; 2026Q1: 1,955 shares 1,955 $190K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 523 shares; 2025Q1: 605 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 573 shares; 2026Q1: 824 shares 824 $190K 0.02% +251 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,580 shares; 2025Q1: 1,525 shares; 2025Q2: 1,507 shares; 2025Q3: 1,396 shares; 2025Q4: 1,196 shares; 2026Q1: 2,061 shares 2,061 $190K 0.02% +865 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: 494 shares; 2024Q4: 516 shares; 2025Q1: 553 shares; 2025Q2: 548 shares; 2025Q3: 504 shares; 2025Q4: 529 shares; 2026Q1: 577 shares 577 $185K 0.02% +48 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: 905 shares; 2024Q4: 1,066 shares; 2025Q1: 1,142 shares; 2025Q2: 1,648 shares; 2025Q3: 1,592 shares; 2025Q4: 1,597 shares; 2026Q1: 1,903 shares 1,903 $185K 0.02% +306 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 1,211 shares; 2026Q1: 1,266 shares 1,266 $183K 0.02% +55 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: 1,804 shares; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares; 2026Q1: 1,804 shares 1,804 $182K 0.02% 0 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: 1,836 shares; 2024Q4: 2,163 shares; 2025Q1: 1,918 shares; 2025Q2: 1,292 shares; 2025Q3: 1,421 shares; 2025Q4: 1,436 shares; 2026Q1: 2,429 shares 2,429 $181K 0.02% +993 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: 3,441 shares; 2024Q4: 3,148 shares; 2025Q1: 3,440 shares; 2025Q2: 3,648 shares; 2025Q3: 3,874 shares; 2025Q4: 2,699 shares; 2026Q1: 3,508 shares 3,508 $180K 0.02% +809 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: 2,169 shares; 2024Q4: 2,244 shares; 2025Q1: 2,314 shares; 2025Q2: 2,312 shares; 2025Q3: 2,278 shares; 2025Q4: 2,223 shares; 2026Q1: 2,543 shares 2,543 $180K 0.02% +320 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 105 shares; 2025Q1: 115 shares; 2025Q2: 106 shares; 2025Q3: 102 shares; 2025Q4: 309 shares; 2026Q1: 378 shares 378 $179K 0.02% +69 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 573 shares; 2025Q1: 607 shares; 2025Q2: 602 shares; 2025Q3: 600 shares; 2025Q4: 614 shares; 2026Q1: 819 shares 819 $179K 0.02% +205 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,489 shares 4,489 $179K 0.02% +389 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,120 shares; 2025Q1: 2,220 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,740 shares 2,740 $179K 0.02% +521 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: 2,066 shares; 2024Q4: 1,410 shares; 2025Q1: 1,416 shares; 2025Q2: 3,002 shares; 2025Q3: 1,479 shares; 2025Q4: 3,615 shares; 2026Q1: 4,281 shares 4,281 $178K 0.02% +666 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: 440 shares; 2024Q4: 472 shares; 2025Q1: 496 shares; 2025Q2: 481 shares; 2025Q3: 483 shares; 2025Q4: 475 shares; 2026Q1: 663 shares 663 $176K 0.02% +188 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: 769 shares; 2024Q4: 770 shares; 2025Q1: 771 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 773 shares; 2026Q1: 854 shares 854 $176K 0.02% +81 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $176K 0.02% 0 Timeline XLC 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: 1,184 shares; 2024Q4: 1,186 shares; 2025Q1: 1,837 shares; 2025Q2: 1,839 shares; 2025Q3: 1,918 shares; 2025Q4: 1,678 shares; 2026Q1: 1,576 shares 1,576 $175K 0.02% -102 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: 744 shares; 2024Q4: 920 shares; 2025Q1: 1,071 shares; 2025Q2: 1,201 shares; 2025Q3: 910 shares; 2025Q4: 854 shares; 2026Q1: 2,113 shares 2,113 $173K 0.02% +1,259 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: 283 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 255 shares; 2026Q1: 270 shares 270 $172K 0.02% +15 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: 2,257 shares; 2024Q4: 2,832 shares; 2025Q1: 3,209 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,259 shares 3,259 $171K 0.02% +50 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $170K 0.02% 0 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: 674 shares; 2024Q4: 691 shares; 2025Q1: 706 shares; 2025Q2: 671 shares; 2025Q3: 673 shares; 2025Q4: 445 shares; 2026Q1: 583 shares 583 $169K 0.02% +138 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 403 shares; 2025Q1: 420 shares; 2025Q2: 401 shares; 2025Q3: 419 shares; 2025Q4: 425 shares; 2026Q1: 522 shares 522 $168K 0.02% +97 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: 1,433 shares; 2024Q4: 1,433 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 635 shares; 2026Q1: 636 shares 636 $167K 0.02% +1 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 790 shares; 2025Q1: 763 shares; 2025Q2: 650 shares; 2025Q3: 648 shares; 2025Q4: 622 shares; 2026Q1: 788 shares 788 $165K 0.02% +166 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: 552 shares; 2024Q4: 625 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 632 shares; 2025Q4: 583 shares; 2026Q1: 793 shares 793 $164K 0.02% +210 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: not reported; 2024Q4: not reported; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $160K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 945 shares; 2025Q1: 715 shares; 2025Q2: 2,038 shares; 2025Q3: 2,013 shares; 2025Q4: 1,792 shares; 2026Q1: 2,448 shares 2,448 $159K 0.02% +656 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: 531 shares; 2024Q4: 572 shares; 2025Q1: 615 shares; 2025Q2: 636 shares; 2025Q3: 637 shares; 2025Q4: 630 shares; 2026Q1: 366 shares 366 $158K 0.02% -264 Timeline SPLV 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: 2,088 shares; 2024Q4: 2,097 shares; 2025Q1: 2,106 shares; 2025Q2: 2,116 shares; 2025Q3: 2,127 shares; 2025Q4: 2,139 shares; 2026Q1: 2,151 shares 2,151 $157K 0.02% +12 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: 578 shares; 2024Q4: 653 shares; 2025Q1: 733 shares; 2025Q2: 743 shares; 2025Q3: 776 shares; 2025Q4: 793 shares; 2026Q1: 795 shares 795 $157K 0.02% +2 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: 1,940 shares; 2024Q4: 2,421 shares; 2025Q1: 2,668 shares; 2025Q2: 2,646 shares; 2025Q3: 2,695 shares; 2025Q4: 2,480 shares; 2026Q1: 2,448 shares 2,448 $154K 0.02% -32 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: 1,354 shares; 2024Q4: 1,304 shares; 2025Q1: 1,621 shares; 2025Q2: 1,598 shares; 2025Q3: 1,268 shares; 2025Q4: 1,262 shares; 2026Q1: 1,290 shares 1,290 $153K 0.02% +28 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares; 2026Q1: 2,693 shares 2,693 $153K 0.02% +49 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022 $153K 0.02% 0 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: 207 shares; 2024Q4: 235 shares; 2025Q1: 246 shares; 2025Q2: 231 shares; 2025Q3: 236 shares; 2025Q4: 238 shares; 2026Q1: 271 shares 271 $152K 0.02% +33 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: 375 shares; 2024Q4: 366 shares; 2025Q1: 356 shares; 2025Q2: 329 shares; 2025Q3: 424 shares; 2025Q4: 412 shares; 2026Q1: 511 shares 511 $151K 0.02% +99 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 1,156 shares; 2025Q1: 1,274 shares; 2025Q2: 1,197 shares; 2025Q3: 1,181 shares; 2025Q4: 1,117 shares; 2026Q1: 1,340 shares 1,340 $151K 0.02% +223 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: 145 shares; 2024Q4: 154 shares; 2025Q1: 165 shares; 2025Q2: 140 shares; 2025Q3: 150 shares; 2025Q4: 145 shares; 2026Q1: 194 shares 194 $150K 0.02% +49 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: 1,082 shares; 2024Q4: 1,181 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,618 shares; 2025Q4: 1,706 shares; 2026Q1: 2,065 shares 2,065 $150K 0.02% +359 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: 1,539 shares; 2024Q4: 1,539 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares 1,539 $150K 0.02% 0 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: 1,663 shares; 2024Q4: 1,668 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,914 shares 1,914 $148K 0.02% +6 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: 180 shares; 2024Q4: 187 shares; 2025Q1: 193 shares; 2025Q2: 170 shares; 2025Q3: 169 shares; 2025Q4: 141 shares; 2026Q1: 199 shares 199 $147K 0.02% +58 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: 262 shares; 2024Q4: 295 shares; 2025Q1: 258 shares; 2025Q2: 314 shares; 2025Q3: 330 shares; 2025Q4: 277 shares; 2026Q1: 368 shares 368 $146K 0.02% +91 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares 2,860 $146K 0.02% 0 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: 394 shares; 2024Q4: 404 shares; 2025Q1: 414 shares; 2025Q2: 439 shares; 2025Q3: 453 shares; 2025Q4: 594 shares; 2026Q1: 745 shares 745 $146K 0.02% +151 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: 715 shares; 2024Q4: 873 shares; 2025Q1: 791 shares; 2025Q2: 744 shares; 2025Q3: 747 shares; 2025Q4: 784 shares; 2026Q1: 780 shares 780 $145K 0.02% -4 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: 715 shares; 2024Q4: 2,742 shares; 2025Q1: 2,671 shares; 2025Q2: 1,121 shares; 2025Q3: 897 shares; 2025Q4: 872 shares; 2026Q1: 744 shares 744 $143K 0.02% -128 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 922 shares; 2025Q1: 979 shares; 2025Q2: 936 shares; 2025Q3: 980 shares; 2025Q4: 986 shares; 2026Q1: 1,053 shares 1,053 $143K 0.02% +67 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: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 1,002 shares 1,002 $142K 0.01% +745 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: 348 shares; 2024Q4: 376 shares; 2025Q1: 403 shares; 2025Q2: 487 shares; 2025Q3: 461 shares; 2025Q4: 460 shares; 2026Q1: 590 shares 590 $141K 0.01% +130 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 252 shares; 2025Q1: 263 shares; 2025Q2: 241 shares; 2025Q3: 251 shares; 2025Q4: 247 shares; 2026Q1: 261 shares 261 $141K 0.01% +14 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: 1,222 shares; 2024Q4: 1,347 shares; 2025Q1: 1,591 shares; 2025Q2: 1,280 shares; 2025Q3: 1,325 shares; 2025Q4: 1,317 shares; 2026Q1: 1,222 shares 1,222 $141K 0.01% -95 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 509 shares; 2025Q3: 518 shares; 2025Q4: 512 shares; 2026Q1: 653 shares 653 $140K 0.01% +141 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: 2,127 shares; 2024Q4: 2,232 shares; 2025Q1: 2,421 shares; 2025Q2: 2,331 shares; 2025Q3: 2,399 shares; 2025Q4: 2,221 shares; 2026Q1: 2,478 shares 2,478 $140K 0.01% +257 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: 724 shares; 2024Q4: 730 shares; 2025Q1: 1,341 shares; 2025Q2: 944 shares; 2025Q3: 629 shares; 2025Q4: 542 shares; 2026Q1: 712 shares 712 $138K 0.01% +170 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: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares 1,565 $138K 0.01% 0 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: 533 shares; 2024Q4: 802 shares; 2025Q1: 885 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,766 shares; 2026Q1: 2,969 shares 2,969 $138K 0.01% +1,203 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 868 shares; 2025Q1: 931 shares; 2025Q2: 934 shares; 2025Q3: 951 shares; 2025Q4: 995 shares; 2026Q1: 1,188 shares 1,188 $137K 0.01% +193 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,774 shares; 2025Q1: 1,780 shares; 2025Q2: 1,787 shares; 2025Q3: 1,864 shares; 2025Q4: 1,649 shares; 2026Q1: 1,655 shares 1,655 $136K 0.01% +6 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: 181 shares; 2024Q4: 232 shares; 2025Q1: 207 shares; 2025Q2: 242 shares; 2025Q3: 247 shares; 2025Q4: 290 shares; 2026Q1: 409 shares 409 $134K 0.01% +119 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 312 shares; 2025Q1: 236 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 496 shares; 2026Q1: 667 shares 667 $132K 0.01% +171 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,191 shares; 2025Q1: 2,218 shares; 2025Q2: 2,037 shares; 2025Q3: 925 shares; 2025Q4: 1,051 shares; 2026Q1: 663 shares 663 $131K 0.01% -388 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 293 shares; 2025Q1: 324 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 494 shares 494 $131K 0.01% +161 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: 599 shares; 2024Q4: 854 shares; 2025Q1: 987 shares; 2025Q2: 587 shares; 2025Q3: 605 shares; 2025Q4: 379 shares; 2026Q1: 889 shares 889 $129K 0.01% +510 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,053 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,055 shares; 2026Q1: 1,178 shares 1,178 $127K 0.01% +123 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: 110 shares; 2024Q4: 131 shares; 2025Q1: 119 shares; 2025Q2: 132 shares; 2025Q3: 99 shares; 2025Q4: 73 shares; 2026Q1: 130 shares 130 $127K 0.01% +57 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 193 shares; 2025Q1: 185 shares; 2025Q2: 586 shares; 2025Q3: 654 shares; 2025Q4: 659 shares; 2026Q1: 747 shares 747 $127K 0.01% +88 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: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: 1,426 shares 1,426 $127K 0.01% 0 Timeline CLOU 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: 6,416 shares; 2024Q4: 6,416 shares; 2025Q1: 6,416 shares; 2025Q2: 6,416 shares; 2025Q3: 6,416 shares; 2025Q4: 6,416 shares; 2026Q1: 6,416 shares 6,416 $125K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,809 shares; 2025Q1: 1,844 shares; 2025Q2: 1,517 shares; 2025Q3: 1,566 shares; 2025Q4: 1,563 shares; 2026Q1: 2,028 shares 2,028 $124K 0.01% +465 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 258 shares; 2025Q1: 234 shares; 2025Q2: 254 shares; 2025Q3: 255 shares; 2025Q4: 260 shares; 2026Q1: 346 shares 346 $124K 0.01% +86 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: 1,969 shares; 2024Q4: 1,969 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 2,048 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares 2,675 $124K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 7 shares; 2025Q2: 515 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 685 shares 685 $123K 0.01% +105 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 962 shares; 2025Q1: 1,014 shares; 2025Q2: 963 shares; 2025Q3: 988 shares; 2025Q4: 884 shares; 2026Q1: 937 shares 937 $123K 0.01% +53 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares 1,338 $123K 0.01% 0 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: 991 shares; 2024Q4: 991 shares; 2025Q1: 1,666 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 1,982 shares; 2026Q1: 1,999 shares 1,999 $122K 0.01% +17 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 750 shares; 2025Q1: 901 shares; 2025Q2: 841 shares; 2025Q3: 854 shares; 2025Q4: 887 shares; 2026Q1: 1,336 shares 1,336 $122K 0.01% +449 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: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares 885 $120K 0.01% 0 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: 45 shares; 2024Q4: 86 shares; 2025Q1: 132 shares; 2025Q2: 129 shares; 2025Q3: 308 shares; 2025Q4: 196 shares; 2026Q1: 301 shares 301 $120K 0.01% +105 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: 659 shares; 2024Q4: 773 shares; 2025Q1: 824 shares; 2025Q2: 1,049 shares; 2025Q3: 1,054 shares; 2025Q4: 1,096 shares; 2026Q1: 1,419 shares 1,419 $119K 0.01% +323 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares 1,054 $118K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 4,287 shares; 2025Q1: 4,270 shares; 2025Q2: 3,417 shares; 2025Q3: 5,301 shares; 2025Q4: 3,423 shares; 2026Q1: 5,235 shares 5,235 $118K 0.01% +1,812 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: 172 shares; 2024Q4: 261 shares; 2025Q1: 394 shares; 2025Q2: 145 shares; 2025Q3: 164 shares; 2025Q4: 171 shares; 2026Q1: 368 shares 368 $117K 0.01% +197 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,700 shares; 2025Q1: 1,494 shares; 2025Q2: 1,776 shares; 2025Q3: 1,783 shares; 2025Q4: 1,458 shares; 2026Q1: 1,687 shares 1,687 $117K 0.01% +229 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 1,195 shares; 2025Q1: 1,214 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,223 shares; 2026Q1: 1,505 shares 1,505 $117K 0.01% +282 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: 280 shares; 2024Q4: 876 shares; 2025Q1: 1,020 shares; 2025Q2: 1,103 shares; 2025Q3: 975 shares; 2025Q4: 948 shares; 2026Q1: 728 shares 728 $117K 0.01% -220 Timeline VCR 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $117K 0.01% 0 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,471 shares; 2025Q1: 1,477 shares; 2025Q2: 1,484 shares; 2025Q3: 1,481 shares; 2025Q4: 1,306 shares; 2026Q1: 1,257 shares 1,257 $116K 0.01% -49 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,333 shares; 2025Q1: 1,171 shares; 2025Q2: 1,300 shares; 2025Q3: 1,304 shares; 2025Q4: 1,050 shares; 2026Q1: 1,186 shares 1,186 $116K 0.01% +136 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: 275 shares; 2024Q4: 297 shares; 2025Q1: 288 shares; 2025Q2: 332 shares; 2025Q3: 338 shares; 2025Q4: 334 shares; 2026Q1: 425 shares 425 $116K 0.01% +91 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: 81 shares; 2024Q4: 457 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares 1,324 $115K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,014 shares; 2025Q1: 1,033 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,128 shares; 2026Q1: 1,269 shares 1,269 $114K 0.01% +141 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: 2,654 shares; 2024Q4: 9,689 shares; 2025Q1: 9,706 shares; 2025Q2: 3,792 shares; 2025Q3: 2,737 shares; 2025Q4: 1,748 shares; 2026Q1: 1,587 shares 1,587 $113K 0.01% -161 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: 376 shares; 2024Q4: 449 shares; 2025Q1: 298 shares; 2025Q2: 368 shares; 2025Q3: 376 shares; 2025Q4: 349 shares; 2026Q1: 406 shares 406 $113K 0.01% +57 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: 1,005 shares; 2024Q4: 1,800 shares; 2025Q1: 1,259 shares; 2025Q2: 1,527 shares; 2025Q3: 1,394 shares; 2025Q4: 1,417 shares; 2026Q1: 1,914 shares 1,914 $113K 0.01% +497 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,217 shares; 2025Q1: 1,293 shares; 2025Q2: 1,255 shares; 2025Q3: 1,260 shares; 2025Q4: 1,269 shares; 2026Q1: 1,294 shares 1,294 $112K 0.01% +25 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: 1,589 shares; 2024Q4: 1,149 shares; 2025Q1: 966 shares; 2025Q2: 1,882 shares; 2025Q3: 1,877 shares; 2025Q4: 1,895 shares; 2026Q1: 2,873 shares 2,873 $112K 0.01% +978 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 680 shares; 2025Q1: 684 shares; 2025Q2: 797 shares; 2025Q3: 654 shares; 2025Q4: 836 shares; 2026Q1: 1,161 shares 1,161 $111K 0.01% +325 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares 1,402 $110K 0.01% 0 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: 815 shares; 2024Q4: 972 shares; 2025Q1: 879 shares; 2025Q2: 842 shares; 2025Q3: 715 shares; 2025Q4: 1,080 shares; 2026Q1: 1,213 shares 1,213 $110K 0.01% +133 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,620 shares; 2025Q1: 2,376 shares; 2025Q2: 2,852 shares; 2025Q3: 2,536 shares; 2025Q4: 3,267 shares; 2026Q1: 3,424 shares 3,424 $110K 0.01% +157 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: 474 shares; 2024Q4: 743 shares; 2025Q1: 603 shares; 2025Q2: 753 shares; 2025Q3: 733 shares; 2025Q4: 493 shares; 2026Q1: 863 shares 863 $109K 0.01% +370 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 829 shares; 2025Q1: 65 shares; 2025Q2: 54 shares; 2025Q3: 2,924 shares; 2025Q4: 3,594 shares; 2026Q1: 3,326 shares 3,326 $109K 0.01% -268 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: 1,236 shares; 2024Q4: 1,275 shares; 2025Q1: 1,612 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,397 shares; 2026Q1: 1,813 shares 1,813 $109K 0.01% +416 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 998 shares; 2025Q1: 974 shares; 2025Q2: 1,084 shares; 2025Q3: 1,097 shares; 2025Q4: 1,100 shares; 2026Q1: 1,353 shares 1,353 $108K 0.01% +253 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 515 shares; 2025Q1: 581 shares; 2025Q2: 553 shares; 2025Q3: 795 shares; 2025Q4: 823 shares; 2026Q1: 915 shares 915 $108K 0.01% +92 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 205 shares; 2025Q1: 215 shares; 2025Q2: 255 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 460 shares 460 $107K 0.01% +203 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: 115 shares; 2024Q4: 135 shares; 2025Q1: 231 shares; 2025Q2: 393 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 581 shares 581 $107K 0.01% +117 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: 461 shares; 2024Q4: 517 shares; 2025Q1: 470 shares; 2025Q2: 868 shares; 2025Q3: 668 shares; 2025Q4: 678 shares; 2026Q1: 1,142 shares 1,142 $105K 0.01% +464 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: 540 shares; 2024Q4: 1,345 shares; 2025Q1: 737 shares; 2025Q2: 1,365 shares; 2025Q3: 658 shares; 2025Q4: 569 shares; 2026Q1: 2,324 shares 2,324 $105K 0.01% +1,755 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: 68 shares; 2024Q4: 81 shares; 2025Q1: 80 shares; 2025Q2: 87 shares; 2025Q3: 79 shares; 2025Q4: 67 shares; 2026Q1: 96 shares 96 $105K 0.01% +29 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: 174 shares; 2024Q4: 973 shares; 2025Q1: 804 shares; 2025Q2: 1,080 shares; 2025Q3: 1,117 shares; 2025Q4: 1,016 shares; 2026Q1: 1,303 shares 1,303 $104K 0.01% +287 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 104 shares; 2025Q1: 103 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 125 shares; 2026Q1: 176 shares 176 $104K 0.01% +51 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 1,651 shares; 2025Q1: 1,544 shares; 2025Q2: 1,422 shares; 2025Q3: 1,581 shares; 2025Q4: 1,592 shares; 2026Q1: 2,100 shares 2,100 $103K 0.01% +508 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 249 shares; 2025Q1: 382 shares; 2025Q2: 252 shares; 2025Q3: 184 shares; 2025Q4: 249 shares; 2026Q1: 790 shares 790 $103K 0.01% +541 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: 356 shares; 2024Q4: 414 shares; 2025Q1: 443 shares; 2025Q2: 438 shares; 2025Q3: 492 shares; 2025Q4: 487 shares; 2026Q1: 750 shares 750 $101K 0.01% +263 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,379 shares 1,379 $101K 0.01% +289 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 63 shares; 2025Q1: 71 shares; 2025Q2: 74 shares; 2025Q3: 68 shares; 2025Q4: 63 shares; 2026Q1: 58 shares 58 $100K 0.01% -5 Timeline IBDV 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: 4,565 shares; 2024Q4: 4,565 shares; 2025Q1: 4,565 shares; 2025Q2: 4,565 shares; 2025Q3: 4,565 shares; 2025Q4: 4,565 shares; 2026Q1: 4,565 shares 4,565 $99.9K 0.01% 0 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: 312 shares; 2024Q4: 286 shares; 2025Q1: 392 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 426 shares; 2026Q1: 483 shares 483 $99.7K 0.01% +57 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,979 shares 1,979 $99.6K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 341 shares; 2025Q1: 372 shares; 2025Q2: 458 shares; 2025Q3: 410 shares; 2025Q4: 372 shares; 2026Q1: 659 shares 659 $99.1K 0.01% +287 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 1,037 shares 1,037 $99K 0.01% +966 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: 1,877 shares; 2024Q4: 2,254 shares; 2025Q1: 1,402 shares; 2025Q2: 1,957 shares; 2025Q3: 2,113 shares; 2025Q4: 1,818 shares; 2026Q1: 1,869 shares 1,869 $98.7K 0.01% +51 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 687 shares; 2025Q1: 774 shares; 2025Q2: 945 shares; 2025Q3: 951 shares; 2025Q4: 749 shares; 2026Q1: 655 shares 655 $98.3K 0.01% -94 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: 1,811 shares; 2024Q4: 2,632 shares; 2025Q1: 1,519 shares; 2025Q2: 1,387 shares; 2025Q3: 1,381 shares; 2025Q4: 1,347 shares; 2026Q1: 1,947 shares 1,947 $98K 0.01% +600 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares; 2026Q1: 1,181 shares 1,181 $97.7K 0.01% +58 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 490 shares; 2025Q1: 480 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 566 shares; 2026Q1: 670 shares 670 $97K 0.01% +104 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 457 shares 457 $96.5K 0.01% +35 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 705 shares; 2026Q1: 1,039 shares 1,039 $96.1K 0.01% +334 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: 258 shares; 2024Q4: 290 shares; 2025Q1: 285 shares; 2025Q2: 271 shares; 2025Q3: 273 shares; 2025Q4: 267 shares; 2026Q1: 334 shares 334 $95.9K 0.01% +67 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,195 shares; 2025Q1: 30 shares; 2025Q2: 1,859 shares; 2025Q3: 1,859 shares; 2025Q4: 1,859 shares; 2026Q1: 2,228 shares 2,228 $94.6K 0.01% +369 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 570 shares; 2025Q1: 637 shares; 2025Q2: 636 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 799 shares 799 $94K 0.01% +164 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 465 shares; 2025Q1: 384 shares; 2025Q2: 560 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 738 shares 738 $93.4K 0.01% +183 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: 137 shares; 2024Q4: 193 shares; 2025Q1: 191 shares; 2025Q2: 211 shares; 2025Q3: 200 shares; 2025Q4: 203 shares; 2026Q1: 297 shares 297 $93.3K 0.01% +94 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: 21 shares; 2024Q4: 65 shares; 2025Q1: 183 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 149 shares; 2026Q1: 369 shares 369 $92.5K 0.01% +220 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 141 shares; 2025Q1: 107 shares; 2025Q2: 158 shares; 2025Q3: 63 shares; 2025Q4: 499 shares; 2026Q1: 536 shares 536 $91.9K 0.01% +37 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: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 957 shares 957 $91.5K 0.01% +738 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 607 shares; 2025Q1: 504 shares; 2025Q2: 697 shares; 2025Q3: 716 shares; 2025Q4: 730 shares; 2026Q1: 799 shares 799 $91.1K 0.01% +69 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 2,140 shares; 2025Q1: 2,029 shares; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,597 shares; 2026Q1: 3,498 shares 3,498 $90.5K 0.01% +901 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $90.2K 0.01% 0 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: 2,170 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $90.1K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 224 shares; 2025Q1: 234 shares; 2025Q2: 265 shares; 2025Q3: 268 shares; 2025Q4: 275 shares; 2026Q1: 389 shares 389 $89.8K 0.01% +114 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 117 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 469 shares; 2026Q1: 630 shares 630 $88.9K 0.01% +161 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 4,499 shares; 2025Q1: 6,595 shares; 2025Q2: 5,844 shares; 2025Q3: 5,857 shares; 2025Q4: 5,945 shares; 2026Q1: 7,671 shares 7,671 $88.5K 0.01% +1,726 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 409 shares; 2025Q1: 570 shares; 2025Q2: 785 shares; 2025Q3: 781 shares; 2025Q4: 793 shares; 2026Q1: 741 shares 741 $88K 0.01% -52 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 7,023 shares; 2026Q1: 7,023 shares 7,023 $87.9K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,690 shares; 2025Q1: 5,237 shares; 2025Q2: 5,359 shares; 2025Q3: 1,978 shares; 2025Q4: 4,448 shares; 2026Q1: 5,091 shares 5,091 $87.8K 0.01% +643 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,298 shares; 2025Q1: 1,368 shares; 2025Q2: 1,333 shares; 2025Q3: 1,258 shares; 2025Q4: 1,260 shares; 2026Q1: 1,135 shares 1,135 $87.5K 0.01% -125 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 544 shares; 2025Q1: 141 shares; 2025Q2: 130 shares; 2025Q3: 111 shares; 2025Q4: 1,476 shares; 2026Q1: 1,701 shares 1,701 $86.4K 0.01% +225 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 881 shares; 2025Q1: 883 shares; 2025Q2: 723 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 904 shares 904 $85.1K 0.01% +175 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,678 shares; 2025Q1: 1,829 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 1,638 shares 1,638 $85K 0.01% -417 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 356 shares 356 $84.6K 0.01% +156 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: 1,341 shares; 2024Q4: 1,344 shares; 2025Q1: 1,346 shares; 2025Q2: 1,348 shares; 2025Q3: 1,350 shares; 2025Q4: 1,354 shares; 2026Q1: 1,355 shares 1,355 $83.9K 0.01% +1 Timeline IPAC 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: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares 1,085 $83K 0.01% 0 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: 1,220 shares; 2024Q4: 1,387 shares; 2025Q1: 1,178 shares; 2025Q2: 1,245 shares; 2025Q3: 1,359 shares; 2025Q4: 1,210 shares; 2026Q1: 1,162 shares 1,162 $82.9K 0.01% -48 Timeline ACWI 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: 594 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares 594 $82.2K 0.01% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 701 shares 701 $82.1K 0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,059 shares 6,059 $81.8K 0.01% +59 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 596 shares; 2026Q1: 596 shares 596 $81.8K 0.01% 0 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: 717 shares; 2024Q4: 950 shares; 2025Q1: 908 shares; 2025Q2: 813 shares; 2025Q3: 875 shares; 2025Q4: 825 shares; 2026Q1: 991 shares 991 $81.2K 0.01% +166 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: 659 shares; 2024Q4: 663 shares; 2025Q1: 749 shares; 2025Q2: 407 shares; 2025Q3: 410 shares; 2025Q4: 424 shares; 2026Q1: 478 shares 478 $80.8K 0.01% +54 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: 300 shares; 2024Q4: 369 shares; 2025Q1: 389 shares; 2025Q2: 443 shares; 2025Q3: 442 shares; 2025Q4: 376 shares; 2026Q1: 448 shares 448 $80.7K 0.01% +72 Timeline IXP 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $80.4K 0.01% 0 Timeline