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: 257,294 shares; 2024Q4: 256,581 shares; 2025Q1: 256,669 shares; 2025Q2: 254,513 shares; 2025Q3: 254,150 shares; 2025Q4: 252,176 shares; 2026Q1: 243,176 shares 243,176 $79.9M 20.47% -9,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,756 shares; 2025Q4: 36,074 shares; 2026Q1: 443,136 shares 443,136 $31.4M 8.05% +407,062 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: 42,096 shares; 2024Q4: 42,605 shares; 2025Q1: 43,862 shares; 2025Q2: 45,801 shares; 2025Q3: 45,229 shares; 2025Q4: 44,193 shares; 2026Q1: 41,480 shares 41,480 $24.8M 6.35% -2,713 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: 164,460 shares; 2024Q4: 167,130 shares; 2025Q1: 171,646 shares; 2025Q2: 173,951 shares; 2025Q3: 173,494 shares; 2025Q4: 170,351 shares; 2026Q1: 145,841 shares 145,841 $18.1M 4.65% -24,510 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: 65,215 shares; 2024Q4: 65,436 shares; 2025Q1: 69,424 shares; 2025Q2: 65,363 shares; 2025Q3: 64,993 shares; 2025Q4: 63,058 shares; 2026Q1: 60,550 shares 60,550 $15.4M 3.94% -2,508 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: 172,030 shares; 2024Q4: 174,318 shares; 2025Q1: 172,645 shares; 2025Q2: 178,132 shares; 2025Q3: 188,501 shares; 2025Q4: 192,667 shares; 2026Q1: 192,108 shares 192,108 $14.8M 3.8% -559 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: 45,424 shares; 2024Q4: 48,167 shares; 2025Q1: 49,314 shares; 2025Q2: 53,974 shares; 2025Q3: 54,774 shares; 2025Q4: 54,630 shares; 2026Q1: 54,731 shares 54,731 $11.8M 3.02% +101 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: 48,452 shares; 2024Q4: 52,673 shares; 2025Q1: 56,712 shares; 2025Q2: 56,057 shares; 2025Q3: 59,095 shares; 2025Q4: 59,763 shares; 2026Q1: 58,082 shares 58,082 $11.4M 2.92% -1,681 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: 21,156 shares; 2024Q4: 22,654 shares; 2025Q1: 24,220 shares; 2025Q2: 24,616 shares; 2025Q3: 25,994 shares; 2025Q4: 25,878 shares; 2026Q1: 25,248 shares 25,248 $11M 2.83% -630 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: 15,932 shares; 2024Q4: 30,143 shares; 2025Q1: 31,980 shares; 2025Q2: 33,356 shares; 2025Q3: 34,180 shares; 2025Q4: 33,541 shares; 2026Q1: 33,384 shares 33,384 $10.7M 2.74% -157 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: 3,808 shares; 2024Q4: 19,023 shares; 2025Q1: 19,094 shares; 2025Q2: 16,141 shares; 2025Q3: 16,171 shares; 2025Q4: 16,200 shares; 2026Q1: 16,220 shares 16,220 $9.36M 2.4% +20 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: 17,011 shares; 2024Q4: 17,527 shares; 2025Q1: 19,051 shares; 2025Q2: 17,948 shares; 2025Q3: 18,021 shares; 2025Q4: 18,016 shares; 2026Q1: 18,203 shares 18,203 $6.74M 1.73% +187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,354 shares; 2026Q1: 161,857 shares 161,857 $6.31M 1.62% +145,503 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,386 shares; 2024Q4: 82,179 shares; 2025Q1: 105,825 shares; 2025Q2: 119,051 shares; 2025Q3: 122,341 shares; 2025Q4: 125,820 shares; 2026Q1: 134,099 shares 134,099 $5.39M 1.38% +8,279 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: 13,828 shares; 2024Q4: 15,171 shares; 2025Q1: 15,650 shares; 2025Q2: 15,762 shares; 2025Q3: 17,147 shares; 2025Q4: 16,863 shares; 2026Q1: 16,904 shares 16,904 $4.43M 1.13% +41 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,017 shares; 2024Q4: 43,903 shares; 2025Q1: 70,621 shares; 2025Q2: 93,389 shares; 2025Q3: 98,838 shares; 2025Q4: 107,249 shares; 2026Q1: 120,953 shares 120,953 $4.16M 1.07% +13,704 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: 32,792 shares; 2024Q4: 39,373 shares; 2025Q1: 49,677 shares; 2025Q2: 54,192 shares; 2025Q3: 56,706 shares; 2025Q4: 64,626 shares; 2026Q1: 70,329 shares 70,329 $4.12M 1.05% +5,703 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: not reported; 2024Q4: 5,861 shares; 2025Q1: 5,864 shares; 2025Q2: 5,865 shares; 2025Q3: 5,920 shares; 2025Q4: 5,896 shares; 2026Q1: 5,913 shares 5,913 $3.85M 0.99% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,805 shares; 2025Q4: 14,894 shares; 2026Q1: 45,787 shares 45,787 $3.63M 0.93% +30,893 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: 22,897 shares; 2024Q4: 80,121 shares; 2025Q1: 91,554 shares; 2025Q2: 101,296 shares; 2025Q3: 101,860 shares; 2025Q4: 104,151 shares; 2026Q1: 105,153 shares 105,153 $3.23M 0.83% +1,002 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: 43,054 shares; 2024Q4: 46,008 shares; 2025Q1: 43,859 shares; 2025Q2: 42,659 shares; 2025Q3: 43,950 shares; 2025Q4: 46,932 shares; 2026Q1: 63,974 shares 63,974 $3.18M 0.82% +17,042 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: 1,354 shares; 2024Q4: 10,362 shares; 2025Q1: 10,864 shares; 2025Q2: 10,453 shares; 2025Q3: 10,544 shares; 2025Q4: 10,769 shares; 2026Q1: 10,939 shares 10,939 $3.14M 0.8% +170 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: 5,409 shares; 2024Q4: 5,382 shares; 2025Q1: 5,240 shares; 2025Q2: 5,098 shares; 2025Q3: 5,020 shares; 2025Q4: 5,003 shares; 2026Q1: 4,705 shares 4,705 $3.07M 0.79% -298 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: 23,390 shares; 2024Q4: 23,324 shares; 2025Q1: 23,360 shares; 2025Q2: 23,385 shares; 2025Q3: 23,397 shares; 2025Q4: 23,557 shares; 2026Q1: 23,567 shares 23,567 $2.93M 0.75% +10 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: 24,998 shares; 2024Q4: 21,558 shares; 2025Q1: 20,141 shares; 2025Q2: 17,465 shares; 2025Q3: 15,318 shares; 2025Q4: 13,483 shares; 2026Q1: 13,267 shares 13,267 $2.73M 0.7% -216 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: 33,697 shares; 2024Q4: 34,203 shares; 2025Q1: 34,203 shares; 2025Q2: 34,593 shares; 2025Q3: 36,308 shares; 2025Q4: 36,572 shares; 2026Q1: 26,095 shares 26,095 $2.36M 0.61% -10,477 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,733 shares; 2025Q1: 7,735 shares; 2025Q2: 7,627 shares; 2025Q3: 6,990 shares; 2025Q4: 7,183 shares; 2026Q1: 7,229 shares 7,229 $2.25M 0.58% +46 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,517 shares; 2024Q4: 43,534 shares; 2025Q1: 51,214 shares; 2025Q2: 51,413 shares; 2025Q3: 67,028 shares; 2025Q4: 71,861 shares; 2026Q1: 72,133 shares 72,133 $2.13M 0.55% +272 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,319 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,304 shares; 2025Q4: 3,313 shares; 2026Q1: 3,325 shares 3,325 $2.05M 0.53% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,940 shares; 2025Q3: 2,943 shares; 2025Q4: 2,946 shares; 2026Q1: 2,928 shares 2,928 $2.04M 0.52% -18 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 16,694 shares; 2025Q1: 25,767 shares; 2025Q2: 43,405 shares; 2025Q3: 47,527 shares; 2025Q4: 51,886 shares; 2026Q1: 53,031 shares 53,031 $1.9M 0.49% +1,145 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 17,109 shares; 2025Q1: 27,961 shares; 2025Q2: 30,204 shares; 2025Q3: 30,759 shares; 2025Q4: 68,892 shares; 2026Q1: 70,914 shares 70,914 $1.86M 0.48% +2,022 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: 7,724 shares; 2024Q4: 7,724 shares; 2025Q1: 7,508 shares; 2025Q2: 7,559 shares; 2025Q3: 7,400 shares; 2025Q4: 7,392 shares; 2026Q1: 7,394 shares 7,394 $1.79M 0.46% +2 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,609 shares 25,609 $1.73M 0.44% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,439 shares; 2024Q4: 13,667 shares; 2025Q1: 11,841 shares; 2025Q2: 11,676 shares; 2025Q3: 11,562 shares; 2025Q4: 11,730 shares; 2026Q1: 11,811 shares 11,811 $1.71M 0.44% +81 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,985 shares; 2025Q1: 41,866 shares; 2025Q2: 48,080 shares; 2025Q3: 52,830 shares; 2025Q4: 55,349 shares; 2026Q1: 55,624 shares 55,624 $1.66M 0.42% +275 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: 10,509 shares; 2024Q4: 11,140 shares; 2025Q1: 11,859 shares; 2025Q2: 11,737 shares; 2025Q3: 10,826 shares; 2025Q4: 10,627 shares; 2026Q1: 10,629 shares 10,629 $1.65M 0.42% +2 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: 11,866 shares; 2024Q4: 11,927 shares; 2025Q1: 11,955 shares; 2025Q2: 13,413 shares; 2025Q3: 14,273 shares; 2025Q4: 15,907 shares; 2026Q1: 17,047 shares 17,047 $1.65M 0.42% +1,140 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: 11,974 shares; 2024Q4: 12,053 shares; 2025Q1: 12,730 shares; 2025Q2: 11,110 shares; 2025Q3: 11,138 shares; 2025Q4: 10,435 shares; 2026Q1: 9,685 shares 9,685 $1.64M 0.42% -750 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,721 shares; 2025Q2: 16,040 shares; 2025Q3: 25,968 shares; 2025Q4: 29,265 shares; 2026Q1: 27,399 shares 27,399 $1.63M 0.42% -1,866 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: 5,071 shares; 2024Q4: 6,164 shares; 2025Q1: 6,414 shares; 2025Q2: 6,426 shares; 2025Q3: 7,295 shares; 2025Q4: 7,363 shares; 2026Q1: 7,503 shares 7,503 $1.55M 0.4% +140 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: 5,507 shares; 2024Q4: 5,508 shares; 2025Q1: 5,518 shares; 2025Q2: 5,506 shares; 2025Q3: 5,508 shares; 2025Q4: 5,240 shares; 2026Q1: 5,377 shares 5,377 $1.55M 0.4% +137 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,868 shares; 2024Q4: 36,202 shares; 2025Q1: 38,047 shares; 2025Q2: 40,581 shares; 2025Q3: 40,875 shares; 2025Q4: 39,595 shares; 2026Q1: 39,992 shares 39,992 $1.54M 0.39% +397 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: 16,003 shares; 2024Q4: 16,262 shares; 2025Q1: 17,064 shares; 2025Q2: 18,149 shares; 2025Q3: 18,495 shares; 2025Q4: 17,890 shares; 2026Q1: 16,569 shares 16,569 $1.47M 0.38% -1,321 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,589 shares; 2024Q4: 23,630 shares; 2025Q1: 25,038 shares; 2025Q2: 25,480 shares; 2025Q3: 25,422 shares; 2025Q4: 26,559 shares; 2026Q1: 34,335 shares 34,335 $1.46M 0.37% +7,776 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: 7,155 shares; 2024Q4: 7,150 shares; 2025Q1: 6,887 shares; 2025Q2: 7,097 shares; 2025Q3: 7,118 shares; 2025Q4: 6,819 shares; 2026Q1: 6,819 shares 6,819 $1.42M 0.36% 0 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: 4,545 shares; 2024Q4: 4,546 shares; 2025Q1: 4,861 shares; 2025Q2: 4,595 shares; 2025Q3: 4,596 shares; 2025Q4: 4,597 shares; 2026Q1: 4,615 shares 4,615 $1.36M 0.35% +18 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: 8,603 shares; 2024Q4: 8,614 shares; 2025Q1: 8,625 shares; 2025Q2: 8,586 shares; 2025Q3: 8,592 shares; 2025Q4: 7,948 shares; 2026Q1: 7,962 shares 7,962 $1.32M 0.34% +14 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: 21,962 shares; 2024Q4: 22,025 shares; 2025Q1: 21,989 shares; 2025Q2: 22,036 shares; 2025Q3: 21,924 shares; 2025Q4: 21,998 shares; 2026Q1: 19,308 shares 19,308 $1.3M 0.33% -2,690 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: 1,254 shares; 2024Q4: 1,452 shares; 2025Q1: 1,495 shares; 2025Q2: 1,751 shares; 2025Q3: 1,838 shares; 2025Q4: 2,146 shares; 2026Q1: 2,003 shares 2,003 $1.21M 0.31% -143 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 5,560 shares; 2025Q1: 5,976 shares; 2025Q2: 5,315 shares; 2025Q3: 4,988 shares; 2025Q4: 5,002 shares; 2026Q1: 5,039 shares 5,039 $1.1M 0.28% +37 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,590 shares; 2025Q1: 4,416 shares; 2025Q2: 2,927 shares; 2025Q3: 3,111 shares; 2025Q4: 3,463 shares; 2026Q1: 3,284 shares 3,284 $1.08M 0.28% -179 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: 926 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,497 shares; 2025Q3: 1,696 shares; 2025Q4: 1,999 shares; 2026Q1: 2,155 shares 2,155 $1.07M 0.27% +156 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 12,227 shares; 2025Q1: 12,944 shares; 2025Q2: 12,509 shares; 2025Q3: 13,416 shares; 2025Q4: 14,529 shares; 2026Q1: 13,388 shares 13,388 $1.04M 0.27% -1,141 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: 876 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,985 shares; 2025Q3: 2,286 shares; 2025Q4: 2,948 shares; 2026Q1: 3,137 shares 3,137 $998K 0.26% +189 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: 15,084 shares; 2024Q4: 15,170 shares; 2025Q1: 15,269 shares; 2025Q2: 15,339 shares; 2025Q3: 15,417 shares; 2025Q4: 15,098 shares; 2026Q1: 14,806 shares 14,806 $977K 0.25% -292 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: 3,829 shares; 2024Q4: 3,825 shares; 2025Q1: 3,829 shares; 2025Q2: 3,833 shares; 2025Q3: 3,476 shares; 2025Q4: 3,963 shares; 2026Q1: 3,964 shares 3,964 $969K 0.25% +1 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: 7,681 shares; 2024Q4: 9,681 shares; 2025Q1: 10,122 shares; 2025Q2: 11,386 shares; 2025Q3: 13,052 shares; 2025Q4: 13,566 shares; 2026Q1: 13,582 shares 13,582 $966K 0.25% +16 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: 1,819 shares; 2024Q4: 1,931 shares; 2025Q1: 2,050 shares; 2025Q2: 1,982 shares; 2025Q3: 2,003 shares; 2025Q4: 1,982 shares; 2026Q1: 1,982 shares 1,982 $950K 0.24% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,166 shares; 2025Q2: 2,206 shares; 2025Q3: 2,235 shares; 2025Q4: 2,270 shares; 2026Q1: 2,322 shares 2,322 $947K 0.24% +52 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: 5,619 shares; 2024Q4: 7,283 shares; 2025Q1: 7,056 shares; 2025Q2: 16,380 shares; 2025Q3: 17,744 shares; 2025Q4: 19,672 shares; 2026Q1: 20,258 shares 20,258 $940K 0.24% +586 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: 955 shares; 2024Q4: 955 shares; 2025Q1: 911 shares; 2025Q2: 961 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 1,007 shares 1,007 $901K 0.23% +45 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,523 shares; 2025Q3: 2,382 shares; 2025Q4: 2,027 shares; 2026Q1: 2,027 shares 2,027 $872K 0.22% 0 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: 5,368 shares; 2024Q4: 7,575 shares; 2025Q1: 7,440 shares; 2025Q2: 7,889 shares; 2025Q3: 7,709 shares; 2025Q4: 9,930 shares; 2026Q1: 11,793 shares 11,793 $868K 0.22% +1,863 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,999 shares; 2025Q1: 4,010 shares; 2025Q2: 5,493 shares; 2025Q3: 6,319 shares; 2025Q4: 7,165 shares; 2026Q1: 7,617 shares 7,617 $856K 0.22% +452 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 1,449 shares; 2025Q3: 1,775 shares; 2025Q4: 2,348 shares; 2026Q1: 2,575 shares 2,575 $839K 0.22% +227 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: 8,235 shares; 2024Q4: 8,664 shares; 2025Q1: 8,672 shares; 2025Q2: 8,687 shares; 2025Q3: 9,444 shares; 2025Q4: 11,063 shares; 2026Q1: 12,640 shares 12,640 $810K 0.21% +1,577 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: 2,502 shares; 2024Q4: 3,254 shares; 2025Q1: 3,254 shares; 2025Q2: 3,570 shares; 2025Q3: 3,781 shares; 2025Q4: 4,099 shares; 2026Q1: 4,076 shares 4,076 $808K 0.21% -23 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,026 shares; 2024Q4: 24,000 shares; 2025Q1: 24,237 shares; 2025Q2: 30,443 shares; 2025Q3: 33,178 shares; 2025Q4: 33,753 shares; 2026Q1: 34,361 shares 34,361 $768K 0.2% +608 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: 14,092 shares; 2024Q4: 14,616 shares; 2025Q1: 15,523 shares; 2025Q2: 15,301 shares; 2025Q3: 14,645 shares; 2025Q4: 14,891 shares; 2026Q1: 15,029 shares 15,029 $754K 0.19% +138 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares 1,926 $739K 0.19% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,545 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,547 shares; 2025Q4: 2,548 shares; 2026Q1: 2,549 shares 2,549 $731K 0.19% +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: 7,992 shares; 2024Q4: 7,996 shares; 2025Q1: 8,001 shares; 2025Q2: 8,006 shares; 2025Q3: 8,011 shares; 2025Q4: 7,956 shares; 2026Q1: 7,830 shares 7,830 $727K 0.19% -126 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 1,304 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,009 shares 1,009 $715K 0.18% +5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 3,293 shares; 2025Q1: 3,304 shares; 2025Q2: 3,452 shares; 2025Q3: 4,195 shares; 2025Q4: 5,651 shares; 2026Q1: 6,055 shares 6,055 $701K 0.18% +404 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 717 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 542 shares; 2025Q4: 493 shares; 2026Q1: 758 shares 758 $697K 0.18% +265 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 1,275 shares; 2025Q3: 1,495 shares; 2025Q4: 2,085 shares; 2026Q1: 1,814 shares 1,814 $659K 0.17% -271 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: 7,694 shares; 2024Q4: 7,739 shares; 2025Q1: 7,739 shares; 2025Q2: 7,568 shares; 2025Q3: 7,694 shares; 2025Q4: 8,436 shares; 2026Q1: 8,480 shares 8,480 $645K 0.17% +44 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: 5,713 shares; 2024Q4: 5,716 shares; 2025Q1: 5,718 shares; 2025Q2: 5,721 shares; 2025Q3: 5,723 shares; 2025Q4: 5,725 shares; 2026Q1: 5,610 shares 5,610 $635K 0.16% -115 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: 6,632 shares; 2024Q4: 6,698 shares; 2025Q1: 6,704 shares; 2025Q2: 6,342 shares; 2025Q3: 6,408 shares; 2025Q4: 6,154 shares; 2026Q1: 6,162 shares 6,162 $633K 0.16% +8 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: 1,539 shares; 2024Q4: 1,938 shares; 2025Q1: 1,539 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,778 shares; 2026Q1: 1,819 shares 1,819 $624K 0.16% +41 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 6,829 shares; 2026Q1: 7,022 shares 7,022 $594K 0.15% +193 Timeline SUSA 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: 4,932 shares; 2024Q4: 4,396 shares; 2025Q1: 4,403 shares; 2025Q2: 4,410 shares; 2025Q3: 4,454 shares; 2025Q4: 4,461 shares; 2026Q1: 4,414 shares 4,414 $583K 0.15% -47 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,279 shares; 2025Q1: 8,279 shares; 2025Q2: 11,876 shares; 2025Q3: 13,697 shares; 2025Q4: 16,064 shares; 2026Q1: 17,285 shares 17,285 $580K 0.15% +1,221 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: 2,491 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 4,158 shares; 2025Q3: 4,627 shares; 2025Q4: 5,790 shares; 2026Q1: 6,181 shares 6,181 $569K 0.15% +391 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 985 shares 985 $564K 0.14% +16 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: 2,651 shares; 2024Q4: 2,654 shares; 2025Q1: 2,696 shares; 2025Q2: 2,698 shares; 2025Q3: 2,700 shares; 2025Q4: 2,703 shares; 2026Q1: 2,649 shares 2,649 $559K 0.14% -54 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,227 shares; 2025Q3: 2,800 shares; 2025Q4: 3,920 shares; 2026Q1: 3,997 shares 3,997 $558K 0.14% +77 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: 12,349 shares; 2024Q4: 12,655 shares; 2025Q1: 12,521 shares; 2025Q2: 12,619 shares; 2025Q3: 12,999 shares; 2025Q4: 13,145 shares; 2026Q1: 7,836 shares 7,836 $547K 0.14% -5,309 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 810 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 546 shares 546 $544K 0.14% +1 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: 21,108 shares; 2024Q4: 21,039 shares; 2025Q1: 19,991 shares; 2025Q2: 19,431 shares; 2025Q3: 19,339 shares; 2025Q4: 18,170 shares; 2026Q1: 18,539 shares 18,539 $537K 0.14% +369 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 2,358 shares; 2025Q3: 2,735 shares; 2025Q4: 3,053 shares; 2026Q1: 3,286 shares 3,286 $534K 0.14% +233 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: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,487 shares 1,487 $523K 0.13% +3 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,877 shares; 2024Q4: 22,877 shares; 2025Q1: 22,877 shares; 2025Q2: 22,877 shares; 2025Q3: 22,877 shares; 2025Q4: 22,877 shares; 2026Q1: 22,877 shares 22,877 $521K 0.13% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,063 shares; 2026Q1: 6,632 shares 6,632 $520K 0.13% +3,569 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: 3,854 shares; 2024Q4: 4,008 shares; 2025Q1: 4,011 shares; 2025Q2: 3,988 shares; 2025Q3: 3,938 shares; 2025Q4: 3,844 shares; 2026Q1: 3,849 shares 3,849 $508K 0.13% +5 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,872 shares; 2025Q1: 1,469 shares; 2025Q2: 1,530 shares; 2025Q3: 1,653 shares; 2025Q4: 1,820 shares; 2026Q1: 1,893 shares 1,893 $493K 0.13% +73 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: 6,312 shares; 2024Q4: 6,312 shares; 2025Q1: 6,312 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,041 shares 6,041 $484K 0.12% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,507 shares 4,507 $480K 0.12% new 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: 3,195 shares; 2024Q4: 4,189 shares; 2025Q1: 4,589 shares; 2025Q2: 5,515 shares; 2025Q3: 4,753 shares; 2025Q4: 6,308 shares; 2026Q1: 5,597 shares 5,597 $477K 0.12% -711 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,546 shares 9,546 $476K 0.12% new Timeline DCOR 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: 4,138 shares; 2025Q1: 6,258 shares; 2025Q2: 6,134 shares; 2025Q3: 6,592 shares; 2025Q4: 6,599 shares; 2026Q1: 6,607 shares 6,607 $476K 0.12% +8 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: 1,190 shares; 2024Q4: 1,297 shares; 2025Q1: 1,498 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,456 shares; 2026Q1: 946 shares 946 $473K 0.12% -510 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: 27,501 shares; 2024Q4: 25,632 shares; 2025Q1: 28,171 shares; 2025Q2: 23,636 shares; 2025Q3: 15,876 shares; 2025Q4: 15,726 shares; 2026Q1: 15,894 shares 15,894 $446K 0.11% +168 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,847 shares; 2025Q2: 2,702 shares; 2025Q3: 3,190 shares; 2025Q4: 3,904 shares; 2026Q1: 3,201 shares 3,201 $446K 0.11% -703 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: 719 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $423K 0.11% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 3,308 shares; 2025Q1: 3,308 shares; 2025Q2: 3,050 shares; 2025Q3: 3,202 shares; 2025Q4: 3,153 shares; 2026Q1: 3,155 shares 3,155 $413K 0.11% +2 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: 4,578 shares; 2024Q4: 4,178 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 4,099 shares; 2026Q1: 4,102 shares 4,102 $395K 0.1% +3 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,525 shares; 2025Q3: 5,837 shares; 2025Q4: 7,687 shares; 2026Q1: 8,048 shares 8,048 $373K 0.1% +361 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares 1,920 $368K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,082 shares; 2025Q3: 2,182 shares; 2025Q4: 2,207 shares; 2026Q1: 2,236 shares 2,236 $368K 0.09% +29 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 3,500 shares; 2026Q1: 3,612 shares 3,612 $347K 0.09% +112 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 2,949 shares; 2025Q1: 3,746 shares; 2025Q2: 3,047 shares; 2025Q3: 2,930 shares; 2025Q4: 2,679 shares; 2026Q1: 2,902 shares 2,902 $343K 0.09% +223 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: 4,655 shares; 2024Q4: 5,022 shares; 2025Q1: 5,022 shares; 2025Q2: 5,022 shares; 2025Q3: 5,022 shares; 2025Q4: 5,550 shares; 2026Q1: 3,622 shares 3,622 $324K 0.08% -1,928 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,927 shares; 2025Q1: 4,415 shares; 2025Q2: 4,425 shares; 2025Q3: 4,435 shares; 2025Q4: 4,444 shares; 2026Q1: 4,453 shares 4,453 $320K 0.08% +9 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: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,352 shares; 2025Q3: 3,360 shares; 2025Q4: 3,367 shares; 2026Q1: 3,376 shares 3,376 $317K 0.08% +9 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: 899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: 912 shares 912 $315K 0.08% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,846 shares; 2026Q1: 1,952 shares 1,952 $312K 0.08% +106 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,686 shares; 2025Q1: 6,698 shares; 2025Q2: 6,712 shares; 2025Q3: 6,753 shares; 2025Q4: 6,767 shares; 2026Q1: 6,623 shares 6,623 $311K 0.08% -144 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: not reported; 2024Q4: not reported; 2025Q1: 1,875 shares; 2025Q2: 1,427 shares; 2025Q3: 1,428 shares; 2025Q4: 1,561 shares; 2026Q1: 1,563 shares 1,563 $302K 0.08% +2 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: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 970 shares; 2026Q1: 1,022 shares 1,022 $297K 0.08% +52 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,932 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares 1,432 $285K 0.07% 0 Timeline IGRO 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: 3,304 shares; 2025Q3: 3,356 shares; 2025Q4: 3,359 shares; 2026Q1: 3,361 shares 3,361 $282K 0.07% +2 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 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 $276K 0.07% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,766 shares; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 2,048 shares; 2025Q4: 1,327 shares; 2026Q1: 1,559 shares 1,559 $272K 0.07% +232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 871 shares 871 $270K 0.07% +45 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,199 shares; 2025Q3: 10,927 shares; 2025Q4: 14,374 shares; 2026Q1: 14,956 shares 14,956 $270K 0.07% +582 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: 2,518 shares; 2024Q4: 2,468 shares; 2025Q1: 3,046 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170 shares; 2026Q1: 2,226 shares 2,226 $268K 0.07% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,651 shares; 2026Q1: 5,068 shares 5,068 $267K 0.07% -583 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: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,778 shares; 2026Q1: 1,801 shares 1,801 $262K 0.07% +23 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: 2,383 shares; 2024Q4: not reported; 2025Q1: 2,620 shares; 2025Q2: 2,666 shares; 2025Q3: 2,672 shares; 2025Q4: 2,726 shares; 2026Q1: 2,733 shares 2,733 $261K 0.07% +7 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: 1,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,623 shares; 2025Q4: not reported; 2026Q1: 1,423 shares 1,423 $259K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,615 shares; 2026Q1: 2,625 shares 2,625 $258K 0.07% +10 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,813 shares; 2025Q4: 3,317 shares; 2026Q1: 3,218 shares 3,218 $249K 0.06% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,098 shares 1,098 $248K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,123 shares 6,123 $238K 0.06% new 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: 876 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 819 shares; 2026Q1: 819 shares 819 $235K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,518 shares; 2026Q1: 2,518 shares 2,518 $234K 0.06% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,758 shares; 2026Q1: 3,496 shares 3,496 $232K 0.06% -262 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: not reported; 2024Q4: 4,632 shares; 2025Q1: not reported; 2025Q2: 4,657 shares; 2025Q3: 4,677 shares; 2025Q4: 4,696 shares; 2026Q1: 4,728 shares 4,728 $230K 0.06% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,534 shares 1,534 $227K 0.06% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,327 shares 8,327 $226K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,565 shares; 2025Q3: 6,081 shares; 2025Q4: 4,427 shares; 2026Q1: 4,910 shares 4,910 $222K 0.06% +483 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: not reported; 2024Q4: 1,206 shares; 2025Q1: 1,706 shares; 2025Q2: 1,479 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,494 shares 1,494 $220K 0.06% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 256 shares 256 $217K 0.06% +6 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,588 shares; 2026Q1: 1,707 shares 1,707 $216K 0.06% +119 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,580 shares; 2025Q3: 8,580 shares; 2025Q4: 8,580 shares; 2026Q1: 8,580 shares 8,580 $215K 0.06% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,338 shares; 2026Q1: 3,565 shares 3,565 $215K 0.06% +227 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,106 shares; 2025Q1: 1,108 shares; 2025Q2: not reported; 2025Q3: 1,114 shares; 2025Q4: 1,273 shares; 2026Q1: 1,336 shares 1,336 $210K 0.05% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares; 2026Q1: 490 shares 490 $208K 0.05% +30 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: 2,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares; 2026Q1: 2,071 shares 2,071 $208K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares 383 $206K 0.05% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 721 shares 721 $205K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,550 shares; 2025Q2: 8,818 shares; 2025Q3: 7,655 shares; 2025Q4: not reported; 2026Q1: 5,383 shares 5,383 $204K 0.05% new 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: not reported; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 356 shares 356 $201K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 966 shares; 2025Q4: not reported; 2026Q1: 970 shares 970 $200K 0.05% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,955 shares; 2024Q4: 11,955 shares; 2025Q1: 11,955 shares; 2025Q2: 11,955 shares; 2025Q3: 11,955 shares; 2025Q4: 11,955 shares; 2026Q1: 11,955 shares 11,955 $122K 0.03% 0 Timeline