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: 211,745 shares; 2024Q4: 209,307 shares; 2025Q1: 200,222 shares; 2025Q2: 198,975 shares; 2025Q3: 197,387 shares; 2025Q4: 201,752 shares; 2026Q1: 190,977 shares 190,977 $48.5M 5.45% -10,775 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: 54,848 shares; 2024Q4: 53,813 shares; 2025Q1: 52,370 shares; 2025Q2: 52,085 shares; 2025Q3: 51,412 shares; 2025Q4: 48,798 shares; 2026Q1: 46,836 shares 46,836 $43.1M 4.85% -1,962 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: 84,043 shares; 2024Q4: 81,493 shares; 2025Q1: 71,294 shares; 2025Q2: 72,392 shares; 2025Q3: 72,235 shares; 2025Q4: 84,867 shares; 2026Q1: 82,840 shares 82,840 $30.7M 3.45% -2,027 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: 113,797 shares; 2024Q4: 112,346 shares; 2025Q1: 107,592 shares; 2025Q2: 108,470 shares; 2025Q3: 107,953 shares; 2025Q4: 112,614 shares; 2026Q1: 110,435 shares 110,435 $24M 2.7% -2,179 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: 101,920 shares; 2024Q4: 118,702 shares; 2025Q1: 186,135 shares; 2025Q2: 262,049 shares; 2025Q3: 270,506 shares; 2025Q4: 274,500 shares; 2026Q1: 272,064 shares 272,064 $24M 2.7% -2,436 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: 141,031 shares; 2024Q4: 138,117 shares; 2025Q1: 135,042 shares; 2025Q2: 132,142 shares; 2025Q3: 128,137 shares; 2025Q4: 127,902 shares; 2026Q1: 127,104 shares 127,104 $21.6M 2.43% -798 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: 89,243 shares; 2024Q4: 92,355 shares; 2025Q1: 88,257 shares; 2025Q2: 84,119 shares; 2025Q3: 33,338 shares; 2025Q4: 33,407 shares; 2026Q1: 32,862 shares 32,862 $21.5M 2.41% -545 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: 70,764 shares; 2024Q4: 69,404 shares; 2025Q1: 68,721 shares; 2025Q2: 72,687 shares; 2025Q3: 72,529 shares; 2025Q4: 73,044 shares; 2026Q1: 71,907 shares 71,907 $21.2M 2.38% -1,137 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: 130,975 shares; 2024Q4: 130,341 shares; 2025Q1: 119,022 shares; 2025Q2: 121,545 shares; 2025Q3: 120,214 shares; 2025Q4: 119,763 shares; 2026Q1: 116,993 shares 116,993 $20.4M 2.3% -2,770 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: 78,429 shares; 2024Q4: 74,267 shares; 2025Q1: 72,523 shares; 2025Q2: 73,889 shares; 2025Q3: 77,690 shares; 2025Q4: 83,955 shares; 2026Q1: 80,951 shares 80,951 $19.8M 2.23% -3,004 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: 73,507 shares; 2024Q4: 71,609 shares; 2025Q1: 70,774 shares; 2025Q2: 70,182 shares; 2025Q3: 67,368 shares; 2025Q4: 67,149 shares; 2026Q1: 64,703 shares 64,703 $19.6M 2.2% -2,446 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: 35,073 shares; 2024Q4: 34,371 shares; 2025Q1: 35,943 shares; 2025Q2: 39,549 shares; 2025Q3: 39,782 shares; 2025Q4: 40,303 shares; 2026Q1: 40,461 shares 40,461 $19.4M 2.18% +158 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: 138,938 shares; 2024Q4: 141,505 shares; 2025Q1: 138,821 shares; 2025Q2: 141,463 shares; 2025Q3: 142,983 shares; 2025Q4: 143,852 shares; 2026Q1: 140,470 shares 140,470 $17.5M 1.96% -3,382 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: 50,290 shares; 2024Q4: 53,538 shares; 2025Q1: 53,799 shares; 2025Q2: 54,865 shares; 2025Q3: 55,949 shares; 2025Q4: 57,356 shares; 2026Q1: 55,472 shares 55,472 $17.2M 1.93% -1,884 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: 33,607 shares; 2024Q4: 32,791 shares; 2025Q1: 32,787 shares; 2025Q2: 32,805 shares; 2025Q3: 28,319 shares; 2025Q4: 28,046 shares; 2026Q1: 27,410 shares 27,410 $16.6M 1.86% -636 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: 68,804 shares; 2024Q4: 69,397 shares; 2025Q1: 69,270 shares; 2025Q2: 72,362 shares; 2025Q3: 73,921 shares; 2025Q4: 78,453 shares; 2026Q1: 77,660 shares 77,660 $16.2M 1.82% -793 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: 97,232 shares; 2024Q4: 95,563 shares; 2025Q1: 95,568 shares; 2025Q2: 95,187 shares; 2025Q3: 95,776 shares; 2025Q4: 95,053 shares; 2026Q1: 90,272 shares 90,272 $14.4M 1.62% -4,781 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: 21,749 shares; 2024Q4: 20,110 shares; 2025Q1: 20,349 shares; 2025Q2: 21,560 shares; 2025Q3: 21,541 shares; 2025Q4: 21,571 shares; 2026Q1: 21,465 shares 21,465 $14M 1.57% -106 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: 23,378 shares; 2024Q4: 21,700 shares; 2025Q1: 21,440 shares; 2025Q2: 22,513 shares; 2025Q3: 22,671 shares; 2025Q4: 22,656 shares; 2026Q1: 22,792 shares 22,792 $13.2M 1.48% +136 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: 39,824 shares; 2024Q4: 46,266 shares; 2025Q1: 41,519 shares; 2025Q2: 42,580 shares; 2025Q3: 45,633 shares; 2025Q4: 46,822 shares; 2026Q1: 45,274 shares 45,274 $13M 1.46% -1,548 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: 41,660 shares; 2024Q4: 41,079 shares; 2025Q1: 40,883 shares; 2025Q2: 41,239 shares; 2025Q3: 41,455 shares; 2025Q4: 42,141 shares; 2026Q1: 41,878 shares 41,878 $12M 1.35% -263 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,154 shares; 2024Q4: 54,365 shares; 2025Q1: 110,285 shares; 2025Q2: 201,700 shares; 2025Q3: 223,301 shares; 2025Q4: 229,098 shares; 2026Q1: 168,822 shares 168,822 $11.5M 1.29% -60,276 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: 34,190 shares; 2024Q4: 34,016 shares; 2025Q1: 34,136 shares; 2025Q2: 34,862 shares; 2025Q3: 35,639 shares; 2025Q4: 37,175 shares; 2026Q1: 36,592 shares 36,592 $10.8M 1.22% -583 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: 65,300 shares; 2024Q4: 64,535 shares; 2025Q1: 63,410 shares; 2025Q2: 58,816 shares; 2025Q3: 58,327 shares; 2025Q4: 58,065 shares; 2026Q1: 57,688 shares 57,688 $10.5M 1.18% -377 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: 53,269 shares; 2024Q4: 46,417 shares; 2025Q1: 48,244 shares; 2025Q2: 50,200 shares; 2025Q3: 48,295 shares; 2025Q4: 56,912 shares; 2026Q1: 57,607 shares 57,607 $9.52M 1.07% +695 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: 19,259 shares; 2024Q4: 26,495 shares; 2025Q1: 27,344 shares; 2025Q2: 28,610 shares; 2025Q3: 29,554 shares; 2025Q4: 30,253 shares; 2026Q1: 26,886 shares 26,886 $9.09M 1.02% -3,367 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: 51,080 shares; 2024Q4: 45,876 shares; 2025Q1: 42,283 shares; 2025Q2: 40,955 shares; 2025Q3: 39,534 shares; 2025Q4: 41,094 shares; 2026Q1: 42,652 shares 42,652 $8.82M 0.99% +1,558 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: 19,907 shares; 2024Q4: 19,152 shares; 2025Q1: 18,232 shares; 2025Q2: 18,229 shares; 2025Q3: 18,500 shares; 2025Q4: 18,709 shares; 2026Q1: 17,406 shares 17,406 $8.7M 0.98% -1,303 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: 8,515 shares; 2024Q4: 8,315 shares; 2025Q1: 8,117 shares; 2025Q2: 8,313 shares; 2025Q3: 8,169 shares; 2025Q4: 8,142 shares; 2026Q1: 8,071 shares 8,071 $8.04M 0.9% -71 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: 53,560 shares; 2024Q4: 54,248 shares; 2025Q1: 47,690 shares; 2025Q2: 49,493 shares; 2025Q3: 50,167 shares; 2025Q4: 50,934 shares; 2026Q1: 53,694 shares 53,694 $7.8M 0.88% +2,760 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: 7,498 shares; 2025Q1: 7,592 shares; 2025Q2: 7,795 shares; 2025Q3: 8,041 shares; 2025Q4: 8,066 shares; 2026Q1: 8,074 shares 8,074 $7.76M 0.87% +8 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: 38,396 shares; 2024Q4: 40,857 shares; 2025Q1: 41,047 shares; 2025Q2: 37,066 shares; 2025Q3: 36,964 shares; 2025Q4: 39,069 shares; 2026Q1: 40,249 shares 40,249 $7.76M 0.87% +1,180 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: 25,747 shares; 2024Q4: 24,310 shares; 2025Q1: 23,970 shares; 2025Q2: 23,865 shares; 2025Q3: 24,570 shares; 2025Q4: 25,158 shares; 2026Q1: 24,498 shares 24,498 $7.61M 0.86% -660 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: 26,450 shares; 2025Q1: 25,415 shares; 2025Q2: 28,312 shares; 2025Q3: 32,892 shares; 2025Q4: 34,918 shares; 2026Q1: 34,573 shares 34,573 $7.39M 0.83% -345 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: 24,769 shares; 2024Q4: 24,216 shares; 2025Q1: 24,205 shares; 2025Q2: 23,391 shares; 2025Q3: 23,261 shares; 2025Q4: 22,599 shares; 2026Q1: 22,150 shares 22,150 $7.28M 0.82% -449 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: 45,883 shares; 2024Q4: 46,780 shares; 2025Q1: 51,987 shares; 2025Q2: 53,580 shares; 2025Q3: 54,711 shares; 2025Q4: 58,049 shares; 2026Q1: 58,740 shares 58,740 $7.07M 0.79% +691 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: 50,284 shares; 2024Q4: 49,111 shares; 2025Q1: 47,982 shares; 2025Q2: 48,533 shares; 2025Q3: 48,604 shares; 2025Q4: 48,586 shares; 2026Q1: 48,427 shares 48,427 $6.75M 0.76% -159 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: 76,648 shares; 2024Q4: 73,476 shares; 2025Q1: 74,174 shares; 2025Q2: 75,820 shares; 2025Q3: 76,489 shares; 2025Q4: 77,758 shares; 2026Q1: 65,542 shares 65,542 $6.73M 0.76% -12,216 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: 93,129 shares; 2024Q4: 90,545 shares; 2025Q1: 76,257 shares; 2025Q2: 77,771 shares; 2025Q3: 77,979 shares; 2025Q4: 79,361 shares; 2026Q1: 81,382 shares 81,382 $6.31M 0.71% +2,021 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,590 shares; 2025Q2: 48,549 shares; 2025Q3: 53,774 shares; 2025Q4: 57,126 shares; 2026Q1: 57,766 shares 57,766 $6.25M 0.7% +640 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: 13,519 shares; 2024Q4: 13,647 shares; 2025Q1: 14,495 shares; 2025Q2: 14,514 shares; 2025Q3: 15,960 shares; 2025Q4: 16,935 shares; 2026Q1: 17,693 shares 17,693 $6.23M 0.7% +758 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,126 shares 117,126 $6.09M 0.69% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,190 shares; 2025Q2: 101,625 shares; 2025Q3: 115,512 shares; 2025Q4: 138,487 shares; 2026Q1: 147,197 shares 147,197 $5.65M 0.64% +8,710 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,500 shares; 2025Q3: 97,370 shares; 2025Q4: 97,342 shares; 2026Q1: 108,283 shares 108,283 $5.28M 0.59% +10,941 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: 23,171 shares; 2024Q4: 20,317 shares; 2025Q1: 17,255 shares; 2025Q2: 18,723 shares; 2025Q3: 18,786 shares; 2025Q4: 18,793 shares; 2026Q1: 20,983 shares 20,983 $5.18M 0.58% +2,190 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,702 shares; 2025Q4: 3,683 shares; 2026Q1: 3,764 shares 3,764 $4.97M 0.56% +81 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: 72,838 shares; 2024Q4: 65,216 shares; 2025Q1: 70,126 shares; 2025Q2: 72,777 shares; 2025Q3: 69,025 shares; 2025Q4: 72,817 shares; 2026Q1: 75,064 shares 75,064 $4.95M 0.56% +2,247 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: 6,215 shares; 2024Q4: 6,406 shares; 2025Q1: 5,861 shares; 2025Q2: 7,707 shares; 2025Q3: 8,878 shares; 2025Q4: 9,189 shares; 2026Q1: 8,638 shares 8,638 $4.94M 0.56% -551 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: 24,089 shares; 2024Q4: 22,298 shares; 2025Q1: 21,344 shares; 2025Q2: 21,331 shares; 2025Q3: 21,069 shares; 2025Q4: 21,019 shares; 2026Q1: 20,624 shares 20,624 $4.87M 0.55% -395 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: 74,876 shares; 2024Q4: 69,526 shares; 2025Q1: 72,269 shares; 2025Q2: 73,839 shares; 2025Q3: 73,361 shares; 2025Q4: 75,554 shares; 2026Q1: 79,197 shares 79,197 $4.8M 0.54% +3,643 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: 20,269 shares; 2024Q4: 20,356 shares; 2025Q1: 15,203 shares; 2025Q2: 14,131 shares; 2025Q3: 14,750 shares; 2025Q4: 15,459 shares; 2026Q1: 14,884 shares 14,884 $4.68M 0.53% -575 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: 25,635 shares; 2024Q4: 19,620 shares; 2025Q1: 29,435 shares; 2025Q2: 28,032 shares; 2025Q3: 29,663 shares; 2025Q4: 31,902 shares; 2026Q1: 33,899 shares 33,899 $4.44M 0.5% +1,997 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,625 shares; 2024Q4: 25,965 shares; 2025Q1: 31,579 shares; 2025Q2: 30,175 shares; 2025Q3: 34,269 shares; 2025Q4: 33,781 shares; 2026Q1: 34,306 shares 34,306 $4.3M 0.48% +525 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: 16,130 shares; 2024Q4: 16,875 shares; 2025Q1: 20,880 shares; 2025Q2: 28,630 shares; 2025Q3: 35,040 shares; 2025Q4: 45,985 shares; 2026Q1: 82,260 shares 82,260 $4.27M 0.48% +36,275 Timeline EWJ 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: 90,684 shares; 2024Q4: 88,710 shares; 2025Q1: 90,965 shares; 2025Q2: 61,130 shares; 2025Q3: 48,480 shares; 2025Q4: 48,195 shares; 2026Q1: 50,230 shares 50,230 $4.24M 0.48% +2,035 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: 17,675 shares; 2024Q4: 17,128 shares; 2025Q1: 16,983 shares; 2025Q2: 20,039 shares; 2025Q3: 19,275 shares; 2025Q4: 19,168 shares; 2026Q1: 18,499 shares 18,499 $4.01M 0.45% -669 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: 19,375 shares; 2024Q4: 18,959 shares; 2025Q1: 16,788 shares; 2025Q2: 17,669 shares; 2025Q3: 17,369 shares; 2025Q4: 19,446 shares; 2026Q1: 16,324 shares 16,324 $3.96M 0.45% -3,122 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,458 shares 31,458 $3.78M 0.42% new 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: 31,244 shares; 2024Q4: 30,161 shares; 2025Q1: 30,245 shares; 2025Q2: 29,691 shares; 2025Q3: 27,352 shares; 2025Q4: 28,468 shares; 2026Q1: 28,238 shares 28,238 $3.7M 0.42% -230 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: 10,629 shares; 2024Q4: 10,096 shares; 2025Q1: 10,121 shares; 2025Q2: 10,295 shares; 2025Q3: 10,398 shares; 2025Q4: 10,434 shares; 2026Q1: 10,317 shares 10,317 $3.69M 0.42% -117 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: 121,314 shares; 2024Q4: 104,097 shares; 2025Q1: 113,065 shares; 2025Q2: 12,010 shares; 2025Q3: 114,220 shares; 2025Q4: 123,643 shares; 2026Q1: 130,246 shares 130,246 $3.66M 0.41% +6,603 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: 10,472 shares; 2024Q4: 8,485 shares; 2025Q1: 9,475 shares; 2025Q2: 10,079 shares; 2025Q3: 9,954 shares; 2025Q4: 10,127 shares; 2026Q1: 10,567 shares 10,567 $3.65M 0.41% +440 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: 54,364 shares; 2024Q4: 52,934 shares; 2025Q1: 46,881 shares; 2025Q2: 46,116 shares; 2025Q3: 47,020 shares; 2025Q4: 47,204 shares; 2026Q1: 47,851 shares 47,851 $3.64M 0.41% +647 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,960 shares; 2026Q1: 47,257 shares 47,257 $3.61M 0.41% +9,297 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: 15,883 shares; 2024Q4: 21,948 shares; 2025Q1: 21,723 shares; 2025Q2: 23,779 shares; 2025Q3: 25,733 shares; 2025Q4: 26,898 shares; 2026Q1: 35,741 shares 35,741 $3.55M 0.4% +8,843 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: 1,860 shares; 2024Q4: not reported; 2025Q1: 1,195 shares; 2025Q2: 1,433 shares; 2025Q3: 10,646 shares; 2025Q4: 11,904 shares; 2026Q1: 11,965 shares 11,965 $3.4M 0.38% +61 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 6,350 shares; 2025Q1: 6,350 shares; 2025Q2: 7,050 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares; 2026Q1: 25,340 shares 25,340 $3.12M 0.35% +17,790 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: 36,099 shares; 2024Q4: 47,900 shares; 2025Q1: 58,075 shares; 2025Q2: 60,235 shares; 2025Q3: 80,579 shares; 2025Q4: 76,366 shares; 2026Q1: 92,831 shares 92,831 $3.11M 0.35% +16,465 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: 10,380 shares; 2024Q4: 16,489 shares; 2025Q1: 18,320 shares; 2025Q2: 1,429 shares; 2025Q3: 15,662 shares; 2025Q4: 15,671 shares; 2026Q1: 15,269 shares 15,269 $3.11M 0.35% -402 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: 53,301 shares; 2024Q4: 50,257 shares; 2025Q1: 47,181 shares; 2025Q2: 45,065 shares; 2025Q3: 41,326 shares; 2025Q4: 37,959 shares; 2026Q1: 33,392 shares 33,392 $3.08M 0.35% -4,567 Timeline URA 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: 36,510 shares; 2024Q4: 52,465 shares; 2025Q1: 60,125 shares; 2025Q2: not reported; 2025Q3: 57,259 shares; 2025Q4: 58,205 shares; 2026Q1: 63,091 shares 63,091 $3.06M 0.34% +4,886 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 3,684 shares; 2025Q1: 3,742 shares; 2025Q2: 3,717 shares; 2025Q3: 4,235 shares; 2025Q4: 4,256 shares; 2026Q1: 4,225 shares 4,225 $2.99M 0.34% -31 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: 36,463 shares; 2024Q4: 34,808 shares; 2025Q1: 35,359 shares; 2025Q2: 32,177 shares; 2025Q3: 31,994 shares; 2025Q4: 30,087 shares; 2026Q1: 30,782 shares 30,782 $2.97M 0.33% +695 Timeline INDY 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: 134,637 shares; 2024Q4: 125,735 shares; 2025Q1: 129,235 shares; 2025Q2: 77,385 shares; 2025Q3: 65,250 shares; 2025Q4: 65,905 shares; 2026Q1: 69,835 shares 69,835 $2.95M 0.33% +3,930 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 6,664 shares; 2025Q1: 8,010 shares; 2025Q2: 7,353 shares; 2025Q3: 7,243 shares; 2025Q4: 7,243 shares; 2026Q1: 6,883 shares 6,883 $2.93M 0.33% -360 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: 47,142 shares; 2024Q4: 47,816 shares; 2025Q1: 47,411 shares; 2025Q2: 11,461 shares; 2025Q3: 12,129 shares; 2025Q4: 24,076 shares; 2026Q1: 21,788 shares 21,788 $2.9M 0.33% -2,288 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: 22,312 shares; 2024Q4: 19,114 shares; 2025Q1: 15,438 shares; 2025Q2: 15,198 shares; 2025Q3: 20,670 shares; 2025Q4: 20,635 shares; 2026Q1: 21,779 shares 21,779 $2.8M 0.32% +1,144 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: 11,591 shares; 2024Q4: 6,433 shares; 2025Q1: 6,433 shares; 2025Q2: 4,200 shares; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 30,406 shares 30,406 $2.75M 0.31% +26,706 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: 27,009 shares; 2024Q4: 25,530 shares; 2025Q1: 21,455 shares; 2025Q2: 21,675 shares; 2025Q3: 20,307 shares; 2025Q4: 20,363 shares; 2026Q1: 18,748 shares 18,748 $2.71M 0.3% -1,615 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: 2,422 shares; 2024Q4: 2,807 shares; 2025Q1: 1,748 shares; 2025Q2: 2,819 shares; 2025Q3: 3,027 shares; 2025Q4: 21,631 shares; 2026Q1: 28,119 shares 28,119 $2.7M 0.3% +6,488 Timeline FXI 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: 28,780 shares; 2025Q2: 59,835 shares; 2025Q3: 62,260 shares; 2025Q4: 66,550 shares; 2026Q1: 71,560 shares 71,560 $2.57M 0.29% +5,010 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,240 shares; 2024Q4: 14,832 shares; 2025Q1: 12,922 shares; 2025Q2: 12,828 shares; 2025Q3: 12,728 shares; 2025Q4: 12,628 shares; 2026Q1: 12,403 shares 12,403 $2.41M 0.27% -225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,195 shares; 2025Q3: 23,225 shares; 2025Q4: 20,055 shares; 2026Q1: 20,055 shares 20,055 $2.22M 0.25% 0 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: 18,790 shares; 2024Q4: 15,879 shares; 2025Q1: 15,886 shares; 2025Q2: 13,611 shares; 2025Q3: 14,521 shares; 2025Q4: 15,773 shares; 2026Q1: 16,646 shares 16,646 $2.2M 0.25% +873 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: 7,141 shares; 2024Q4: 6,859 shares; 2025Q1: 6,540 shares; 2025Q2: 6,423 shares; 2025Q3: 6,420 shares; 2025Q4: 6,300 shares; 2026Q1: 5,000 shares 5,000 $2.16M 0.24% -1,300 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: 9,824 shares; 2024Q4: 6,020 shares; 2025Q1: 11,933 shares; 2025Q2: 12,545 shares; 2025Q3: 15,503 shares; 2025Q4: 20,852 shares; 2026Q1: 23,671 shares 23,671 $2.14M 0.24% +2,819 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,556 shares; 2026Q1: 26,059 shares 26,059 $2.06M 0.23% +2,503 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: 24,729 shares; 2024Q4: 23,568 shares; 2025Q1: 16,850 shares; 2025Q2: 15,390 shares; 2025Q3: 11,625 shares; 2025Q4: 11,804 shares; 2026Q1: 10,296 shares 10,296 $2.04M 0.23% -1,508 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: 58,346 shares; 2024Q4: 59,858 shares; 2025Q1: 64,493 shares; 2025Q2: 24,784 shares; 2025Q3: 15,685 shares; 2025Q4: 26,409 shares; 2026Q1: 33,214 shares 33,214 $2.03M 0.23% +6,805 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: 13,712 shares; 2024Q4: 9,826 shares; 2025Q1: 12,171 shares; 2025Q2: 13,918 shares; 2025Q3: 13,918 shares; 2025Q4: 13,818 shares; 2026Q1: 13,648 shares 13,648 $2M 0.23% -170 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: 19,259 shares; 2024Q4: 19,159 shares; 2025Q1: 18,979 shares; 2025Q2: 18,274 shares; 2025Q3: 17,674 shares; 2025Q4: 15,579 shares; 2026Q1: 14,054 shares 14,054 $1.91M 0.21% -1,525 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: 11,779 shares; 2024Q4: 15,169 shares; 2025Q1: 15,104 shares; 2025Q2: 14,964 shares; 2025Q3: 14,984 shares; 2025Q4: 14,984 shares; 2026Q1: 14,984 shares 14,984 $1.9M 0.21% 0 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: not reported; 2024Q4: not reported; 2025Q1: 24,580 shares; 2025Q2: 30,285 shares; 2025Q3: 9,535 shares; 2025Q4: 9,430 shares; 2026Q1: 9,845 shares 9,845 $1.89M 0.21% +415 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: 2,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,027 shares; 2025Q4: 4,667 shares; 2026Q1: 5,502 shares 5,502 $1.89M 0.21% +835 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: 14,451 shares; 2024Q4: 13,027 shares; 2025Q1: 13,002 shares; 2025Q2: 12,702 shares; 2025Q3: 12,237 shares; 2025Q4: 12,177 shares; 2026Q1: 12,077 shares 12,077 $1.83M 0.21% -100 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: 58,060 shares; 2024Q4: 44,110 shares; 2025Q1: 42,345 shares; 2025Q2: 43,841 shares; 2025Q3: 44,436 shares; 2025Q4: 50,304 shares; 2026Q1: 61,808 shares 61,808 $1.79M 0.2% +11,504 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: 15,296 shares; 2024Q4: 14,711 shares; 2025Q1: 14,566 shares; 2025Q2: 15,316 shares; 2025Q3: 15,540 shares; 2025Q4: 16,035 shares; 2026Q1: 16,685 shares 16,685 $1.78M 0.2% +650 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: 30,694 shares; 2024Q4: 25,888 shares; 2025Q1: 9,878 shares; 2025Q2: 9,735 shares; 2025Q3: 8,403 shares; 2025Q4: 10,415 shares; 2026Q1: 11,064 shares 11,064 $1.72M 0.19% +649 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,320 shares; 2025Q3: 8,320 shares; 2025Q4: 8,320 shares; 2026Q1: 8,320 shares 8,320 $1.71M 0.19% 0 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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: 80,418 shares 80,418 $1.7M 0.19% new 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: 7,211 shares; 2024Q4: 5,533 shares; 2025Q1: 5,442 shares; 2025Q2: 5,448 shares; 2025Q3: 5,581 shares; 2025Q4: 5,056 shares; 2026Q1: 5,211 shares 5,211 $1.67M 0.19% +155 Timeline USFR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,420 shares; 2026Q1: 33,095 shares 33,095 $1.67M 0.19% +28,675 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: 5,586 shares; 2024Q4: 4,857 shares; 2025Q1: 4,796 shares; 2025Q2: 4,827 shares; 2025Q3: 4,520 shares; 2025Q4: 4,331 shares; 2026Q1: 3,855 shares 3,855 $1.64M 0.18% -476 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: 21,829 shares; 2024Q4: 18,412 shares; 2025Q1: 17,942 shares; 2025Q2: 17,642 shares; 2025Q3: 17,587 shares; 2025Q4: 17,151 shares; 2026Q1: 20,676 shares 20,676 $1.4M 0.16% +3,525 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: 45,443 shares; 2024Q4: 40,686 shares; 2025Q1: 37,489 shares; 2025Q2: 26,900 shares; 2025Q3: 12,158 shares; 2025Q4: 15,254 shares; 2026Q1: 15,022 shares 15,022 $1.4M 0.16% -232 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: 4,653 shares; 2024Q4: 4,530 shares; 2025Q1: 4,495 shares; 2025Q2: 4,312 shares; 2025Q3: 4,279 shares; 2025Q4: 4,136 shares; 2026Q1: 4,132 shares 4,132 $1.36M 0.15% -4 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: 23,790 shares; 2024Q4: 15,010 shares; 2025Q1: 14,961 shares; 2025Q2: 16,431 shares; 2025Q3: 14,200 shares; 2025Q4: 15,600 shares; 2026Q1: 12,751 shares 12,751 $1.35M 0.15% -2,849 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: 7,538 shares; 2024Q4: 6,585 shares; 2025Q1: 5,334 shares; 2025Q2: 5,215 shares; 2025Q3: 5,365 shares; 2025Q4: 5,141 shares; 2026Q1: 4,633 shares 4,633 $1.35M 0.15% -508 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: 7,267 shares; 2024Q4: 5,691 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 4,868 shares; 2025Q4: 5,507 shares; 2026Q1: 4,664 shares 4,664 $1.34M 0.15% -843 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: 3,325 shares; 2024Q4: 2,290 shares; 2025Q1: 2,280 shares; 2025Q2: 3,054 shares; 2025Q3: 3,029 shares; 2025Q4: 2,849 shares; 2026Q1: 3,034 shares 3,034 $1.32M 0.15% +185 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: 12,962 shares; 2024Q4: 11,953 shares; 2025Q1: 11,588 shares; 2025Q2: 11,253 shares; 2025Q3: 14,064 shares; 2025Q4: 9,915 shares; 2026Q1: 8,901 shares 8,901 $1.31M 0.15% -1,014 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 4,843 shares; 2025Q1: 4,464 shares; 2025Q2: 3,680 shares; 2025Q3: 3,737 shares; 2025Q4: 3,692 shares; 2026Q1: 3,672 shares 3,672 $1.31M 0.15% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,017 shares; 2026Q1: 7,012 shares 7,012 $1.31M 0.15% -5 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: 17,565 shares; 2024Q4: 13,640 shares; 2025Q1: 12,353 shares; 2025Q2: 14,483 shares; 2025Q3: 10,711 shares; 2025Q4: 10,956 shares; 2026Q1: 13,031 shares 13,031 $1.28M 0.14% +2,075 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: 7,325 shares; 2024Q4: 6,090 shares; 2025Q1: 5,980 shares; 2025Q2: 5,940 shares; 2025Q3: 5,915 shares; 2025Q4: 5,636 shares; 2026Q1: 3,965 shares 3,965 $1.27M 0.14% -1,671 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: 11,056 shares; 2024Q4: 11,042 shares; 2025Q1: 8,843 shares; 2025Q2: 10,422 shares; 2025Q3: 8,566 shares; 2025Q4: 8,913 shares; 2026Q1: 9,583 shares 9,583 $1.26M 0.14% +670 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: 8,806 shares; 2024Q4: 7,933 shares; 2025Q1: 1,060 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 3,354 shares; 2026Q1: 3,476 shares 3,476 $1.24M 0.14% +122 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: 14,316 shares; 2024Q4: 13,736 shares; 2025Q1: 12,169 shares; 2025Q2: 14,397 shares; 2025Q3: 15,889 shares; 2025Q4: 17,669 shares; 2026Q1: 17,318 shares 17,318 $1.21M 0.14% -351 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: 28,773 shares; 2024Q4: 22,846 shares; 2025Q1: 19,021 shares; 2025Q2: 22,604 shares; 2025Q3: 21,971 shares; 2025Q4: 24,266 shares; 2026Q1: 24,155 shares 24,155 $1.18M 0.13% -111 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,303 shares; 2024Q4: 11,634 shares; 2025Q1: 11,634 shares; 2025Q2: 11,634 shares; 2025Q3: 11,634 shares; 2025Q4: 28,330 shares; 2026Q1: 25,590 shares 25,590 $1.17M 0.13% -2,740 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: 27,840 shares; 2024Q4: 24,454 shares; 2025Q1: 24,154 shares; 2025Q2: 23,436 shares; 2025Q3: 15,865 shares; 2025Q4: 14,100 shares; 2026Q1: 12,856 shares 12,856 $1.15M 0.13% -1,244 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: 5,558 shares; 2024Q4: 3,845 shares; 2025Q1: 4,466 shares; 2025Q2: 4,466 shares; 2025Q3: 4,466 shares; 2025Q4: 5,133 shares; 2026Q1: 5,194 shares 5,194 $1.12M 0.13% +61 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: 22,084 shares; 2024Q4: 16,662 shares; 2025Q1: 16,042 shares; 2025Q2: 11,417 shares; 2025Q3: 11,482 shares; 2025Q4: 11,407 shares; 2026Q1: 11,407 shares 11,407 $1.11M 0.12% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 2,036 shares; 2025Q3: 1,635 shares; 2025Q4: 1,535 shares; 2026Q1: 1,906 shares 1,906 $1.07M 0.12% +371 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: 6,390 shares; 2024Q4: 6,072 shares; 2025Q1: 6,052 shares; 2025Q2: 6,083 shares; 2025Q3: 5,824 shares; 2025Q4: 5,324 shares; 2026Q1: 5,149 shares 5,149 $1.07M 0.12% -175 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: 44,937 shares; 2024Q4: 30,697 shares; 2025Q1: 44,089 shares; 2025Q2: 42,424 shares; 2025Q3: 7,984 shares; 2025Q4: 15,816 shares; 2026Q1: 21,230 shares 21,230 $1.07M 0.12% +5,414 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: 26,340 shares; 2024Q4: 29,647 shares; 2025Q1: 17,086 shares; 2025Q2: 16,731 shares; 2025Q3: 11,492 shares; 2025Q4: 11,213 shares; 2026Q1: 12,228 shares 12,228 $1.04M 0.12% +1,015 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,706 shares; 2024Q4: 18,185 shares; 2025Q1: 18,575 shares; 2025Q2: 22,425 shares; 2025Q3: 23,275 shares; 2025Q4: 16,275 shares; 2026Q1: 15,175 shares 15,175 $991K 0.11% -1,100 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: 8,639 shares; 2024Q4: 8,012 shares; 2025Q1: 6,074 shares; 2025Q2: 6,045 shares; 2025Q3: 6,217 shares; 2025Q4: 5,740 shares; 2026Q1: 4,845 shares 4,845 $984K 0.11% -895 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,355 shares 38,355 $978K 0.11% new 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: 3,094 shares; 2024Q4: 2,510 shares; 2025Q1: 2,499 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,521 shares; 2026Q1: 2,461 shares 2,461 $915K 0.1% -60 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: 3,458 shares; 2024Q4: 3,158 shares; 2025Q1: 3,138 shares; 2025Q2: 5,776 shares; 2025Q3: 5,756 shares; 2025Q4: 5,966 shares; 2026Q1: 5,941 shares 5,941 $907K 0.1% -25 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: 3,333 shares; 2024Q4: 2,720 shares; 2025Q1: 2,620 shares; 2025Q2: 2,654 shares; 2025Q3: 4,015 shares; 2025Q4: 3,889 shares; 2026Q1: 3,919 shares 3,919 $886K 0.1% +30 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: 796 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 796 shares 796 $868K 0.1% 0 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: 6,823 shares; 2024Q4: 5,016 shares; 2025Q1: 4,966 shares; 2025Q2: 6,039 shares; 2025Q3: 6,069 shares; 2025Q4: 6,039 shares; 2026Q1: 4,596 shares 4,596 $858K 0.1% -1,443 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: 2,247 shares; 2024Q4: 2,052 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares 2,723 $824K 0.09% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 5,729 shares; 2025Q1: 5,729 shares; 2025Q2: 5,729 shares; 2025Q3: 5,729 shares; 2025Q4: 5,729 shares; 2026Q1: 5,729 shares 5,729 $816K 0.09% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 10,736 shares; 2025Q1: 10,160 shares; 2025Q2: 10,060 shares; 2025Q3: 10,460 shares; 2025Q4: 10,160 shares; 2026Q1: 10,085 shares 10,085 $801K 0.09% -75 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: 9,958 shares; 2024Q4: 7,776 shares; 2025Q1: 7,776 shares; 2025Q2: 7,776 shares; 2025Q3: 8,176 shares; 2025Q4: 8,176 shares; 2026Q1: 8,176 shares 8,176 $794K 0.09% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,295 shares; 2025Q3: 79,570 shares; 2025Q4: 94,920 shares; 2026Q1: 102,720 shares 102,720 $778K 0.09% +7,800 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: 2,607 shares; 2024Q4: 1,320 shares; 2025Q1: 2,720 shares; 2025Q2: 3,064 shares; 2025Q3: 2,259 shares; 2025Q4: 2,598 shares; 2026Q1: 1,779 shares 1,779 $765K 0.09% -819 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,450 shares; 2024Q4: 26,600 shares; 2025Q1: 33,450 shares; 2025Q2: 35,150 shares; 2025Q3: 36,900 shares; 2025Q4: 23,850 shares; 2026Q1: 14,850 shares 14,850 $752K 0.08% -9,000 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,890 shares; 2025Q4: 9,580 shares; 2026Q1: 15,427 shares 15,427 $746K 0.08% +5,847 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.08% 0 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: 7,129 shares; 2024Q4: 6,584 shares; 2025Q1: 6,734 shares; 2025Q2: 6,752 shares; 2025Q3: 5,905 shares; 2025Q4: 6,890 shares; 2026Q1: 13,440 shares 13,440 $706K 0.08% +6,550 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,120 shares; 2024Q4: 7,089 shares; 2025Q1: 4,249 shares; 2025Q2: 4,249 shares; 2025Q3: 4,049 shares; 2025Q4: 3,309 shares; 2026Q1: 4,084 shares 4,084 $705K 0.08% +775 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,292 shares; 2025Q3: 3,292 shares; 2025Q4: 3,292 shares; 2026Q1: 3,279 shares 3,279 $689K 0.08% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,688 shares; 2025Q3: 2,686 shares; 2025Q4: 2,686 shares; 2026Q1: 2,684 shares 2,684 $671K 0.08% -2 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 6,001 shares; 2025Q1: 5,962 shares; 2025Q2: 5,962 shares; 2025Q3: 5,962 shares; 2025Q4: 5,962 shares; 2026Q1: 5,958 shares 5,958 $664K 0.07% -4 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: 535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 1,441 shares; 2025Q4: 1,439 shares; 2026Q1: 1,436 shares 1,436 $662K 0.07% -3 Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,727 shares 10,727 $661K 0.07% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,131 shares; 2026Q1: 2,131 shares 2,131 $637K 0.07% 0 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: 29,541 shares; 2024Q4: 27,197 shares; 2025Q1: 27,297 shares; 2025Q2: 10,944 shares; 2025Q3: 12,074 shares; 2025Q4: 12,074 shares; 2026Q1: 12,308 shares 12,308 $633K 0.07% +234 Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 15,820 shares 15,820 $623K 0.07% new 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: 4,924 shares; 2024Q4: 3,950 shares; 2025Q1: 3,700 shares; 2025Q2: 3,600 shares; 2025Q3: 3,400 shares; 2025Q4: 3,339 shares; 2026Q1: 3,275 shares 3,275 $621K 0.07% -64 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: 5,772 shares; 2024Q4: 4,747 shares; 2025Q1: 2,675 shares; 2025Q2: 1,984 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares; 2026Q1: 2,389 shares 2,389 $592K 0.07% +30 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares; 2025Q4: 3,208 shares; 2026Q1: 3,208 shares 3,208 $587K 0.07% 0 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: 3,900 shares; 2024Q4: 3,561 shares; 2025Q1: 3,418 shares; 2025Q2: 3,222 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares; 2026Q1: 3,419 shares 3,419 $578K 0.07% +252 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,182 shares; 2025Q3: 1,157 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares 1,156 $568K 0.06% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN 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: 8,620 shares; 2025Q3: 8,620 shares; 2025Q4: 8,620 shares; 2026Q1: 8,620 shares 8,620 $560K 0.06% 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: 8,128 shares; 2024Q4: 7,666 shares; 2025Q1: 6,799 shares; 2025Q2: 6,733 shares; 2025Q3: 6,922 shares; 2025Q4: 5,223 shares; 2026Q1: 1,129 shares 1,129 $559K 0.06% -4,094 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: 10,628 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,682 shares 14,682 $556K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 1,723 shares; 2026Q1: 1,709 shares 1,709 $544K 0.06% -14 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,895 shares; 2025Q3: 49,895 shares; 2025Q4: 49,895 shares; 2026Q1: 49,895 shares 49,895 $540K 0.06% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,920 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares 1,870 $537K 0.06% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,179 shares; 2026Q1: 2,304 shares 2,304 $529K 0.06% +125 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,951 shares; 2025Q3: 7,947 shares; 2025Q4: 7,870 shares; 2026Q1: 7,845 shares 7,845 $522K 0.06% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,509 shares; 2026Q1: 4,545 shares 4,545 $515K 0.06% +1,036 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,298 shares 5,298 $503K 0.06% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $500K 0.06% 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: 8,968 shares; 2024Q4: 5,808 shares; 2025Q1: 5,300 shares; 2025Q2: 4,883 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares; 2026Q1: 5,183 shares 5,183 $500K 0.06% +839 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: 3,833 shares; 2024Q4: 3,318 shares; 2025Q1: 3,248 shares; 2025Q2: 3,098 shares; 2025Q3: 3,098 shares; 2025Q4: 3,243 shares; 2026Q1: 3,168 shares 3,168 $498K 0.06% -75 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: 277 shares; 2024Q4: 215 shares; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 2,900 shares 2,900 $488K 0.05% +2,783 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: 3,671 shares; 2024Q4: 2,825 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $482K 0.05% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,319 shares; 2025Q3: 25,319 shares; 2025Q4: 25,319 shares; 2026Q1: 25,319 shares 25,319 $479K 0.05% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,872 shares; 2024Q4: 8,839 shares; 2025Q1: 6,099 shares; 2025Q2: 5,904 shares; 2025Q3: 6,399 shares; 2025Q4: 6,779 shares; 2026Q1: 6,664 shares 6,664 $474K 0.05% -115 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: 29,363 shares; 2024Q4: 23,166 shares; 2025Q1: 15,242 shares; 2025Q2: 14,547 shares; 2025Q3: 15,272 shares; 2025Q4: 15,272 shares; 2026Q1: 16,372 shares 16,372 $470K 0.05% +1,100 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY 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: 58,213 shares; 2025Q3: 58,213 shares; 2025Q4: 58,213 shares; 2026Q1: 58,213 shares 58,213 $466K 0.05% 0 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: 12,473 shares; 2024Q4: 6,874 shares; 2025Q1: 3,908 shares; 2025Q2: 4,501 shares; 2025Q3: 4,843 shares; 2025Q4: 5,299 shares; 2026Q1: 5,365 shares 5,365 $465K 0.05% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $460K 0.05% 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: 6,107 shares; 2024Q4: 6,269 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 5,745 shares; 2025Q4: 6,170 shares; 2026Q1: 6,170 shares 6,170 $440K 0.05% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,460 shares; 2025Q1: 6,460 shares; 2025Q2: 7,750 shares; 2025Q3: 11,300 shares; 2025Q4: 11,450 shares; 2026Q1: 11,450 shares 11,450 $440K 0.05% 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: 6,150 shares; 2024Q4: 5,384 shares; 2025Q1: 5,264 shares; 2025Q2: 10,108 shares; 2025Q3: 9,553 shares; 2025Q4: 9,553 shares; 2026Q1: 9,423 shares 9,423 $437K 0.05% -130 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: 6,353 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $437K 0.05% 0 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: 3,319 shares; 2024Q4: 5,242 shares; 2025Q1: 5,172 shares; 2025Q2: 4,737 shares; 2025Q3: 4,630 shares; 2025Q4: 4,605 shares; 2026Q1: 3,755 shares 3,755 $422K 0.05% -850 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: 5,582 shares; 2024Q4: 5,531 shares; 2025Q1: 5,511 shares; 2025Q2: 5,241 shares; 2025Q3: 5,241 shares; 2025Q4: 4,886 shares; 2026Q1: 4,516 shares 4,516 $421K 0.05% -370 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,395 shares 30,395 $419K 0.05% new 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: 10,186 shares; 2024Q4: 9,772 shares; 2025Q1: 9,662 shares; 2025Q2: 9,217 shares; 2025Q3: 9,217 shares; 2025Q4: 9,227 shares; 2026Q1: 9,082 shares 9,082 $417K 0.05% -145 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: 3,810 shares; 2024Q4: 3,450 shares; 2025Q1: 3,425 shares; 2025Q2: 3,315 shares; 2025Q3: 3,315 shares; 2025Q4: 3,180 shares; 2026Q1: 2,550 shares 2,550 $413K 0.05% -630 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: 6,902 shares; 2024Q4: 6,578 shares; 2025Q1: 6,578 shares; 2025Q2: 6,263 shares; 2025Q3: 6,263 shares; 2025Q4: 6,273 shares; 2026Q1: 6,273 shares 6,273 $405K 0.05% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,362 shares 15,362 $404K 0.05% new 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: 6,087 shares; 2024Q4: 5,893 shares; 2025Q1: 5,828 shares; 2025Q2: 5,553 shares; 2025Q3: 5,553 shares; 2025Q4: 5,553 shares; 2026Q1: 5,553 shares 5,553 $398K 0.04% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 2,190 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,048 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $392K 0.04% 0 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: not reported; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares 1,805 $386K 0.04% 0 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: 4,553 shares; 2024Q4: 3,256 shares; 2025Q1: 3,206 shares; 2025Q2: 3,176 shares; 2025Q3: 3,366 shares; 2025Q4: 3,366 shares; 2026Q1: 3,366 shares 3,366 $384K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 2,468 shares; 2025Q4: 4,127 shares; 2026Q1: 4,793 shares 4,793 $382K 0.04% +666 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 3,577 shares; 2025Q1: not reported; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares; 2026Q1: 2,448 shares 2,448 $381K 0.04% 0 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly 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: 17,964 shares 17,964 $378K 0.04% new 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: 13,416 shares; 2024Q4: 9,938 shares; 2025Q1: 6,375 shares; 2025Q2: 6,015 shares; 2025Q3: 6,015 shares; 2025Q4: 6,015 shares; 2026Q1: 6,053 shares 6,053 $374K 0.04% +38 Timeline XMHQ 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: 80,942 shares; 2024Q4: 61,678 shares; 2025Q1: 90,408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,570 shares 3,570 $369K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,620 shares 18,620 $359K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,074 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,101 shares 1,101 $359K 0.04% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755 shares 755 $358K 0.04% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,903 shares; 2026Q1: 6,910 shares 6,910 $346K 0.04% -993 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,157 shares; 2025Q3: 47,157 shares; 2025Q4: 47,157 shares; 2026Q1: 47,157 shares 47,157 $325K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $306K 0.03% 0 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: 1,605 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,651 shares 1,651 $301K 0.03% -25 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: 2,929 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650 $300K 0.03% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,078 shares 24,078 $293K 0.03% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,213 shares; 2024Q4: 11,869 shares; 2025Q1: 2,984 shares; 2025Q2: 1,395 shares; 2025Q3: 1,355 shares; 2025Q4: 1,285 shares; 2026Q1: 1,385 shares 1,385 $293K 0.03% +100 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,072 shares 3,072 $285K 0.03% new 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: 5,395 shares; 2024Q4: 6,565 shares; 2025Q1: 2,842 shares; 2025Q2: 2,661 shares; 2025Q3: 2,661 shares; 2025Q4: 2,661 shares; 2026Q1: 3,193 shares 3,193 $283K 0.03% +532 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: 1,894 shares; 2024Q4: 1,500 shares; 2025Q1: 1,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,193 shares; 2026Q1: 1,076 shares 1,076 $282K 0.03% -117 Timeline HYG 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: 4,625 shares; 2024Q4: 3,200 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares; 2026Q1: 3,525 shares 3,525 $280K 0.03% +600 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: 10,555 shares; 2025Q1: 7,305 shares; 2025Q2: 10,339 shares; 2025Q3: 9,864 shares; 2025Q4: 10,189 shares; 2026Q1: 9,164 shares 9,164 $278K 0.03% -1,025 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: 3,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,827 shares; 2026Q1: 2,945 shares 2,945 $277K 0.03% +118 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,879 shares; 2024Q4: 8,745 shares; 2025Q1: 8,745 shares; 2025Q2: 8,745 shares; 2025Q3: 8,745 shares; 2025Q4: 8,745 shares; 2026Q1: 8,745 shares 8,745 $275K 0.03% 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: 7,553 shares; 2024Q4: 4,915 shares; 2025Q1: 1,822 shares; 2025Q2: 1,803 shares; 2025Q3: 1,751 shares; 2025Q4: 1,679 shares; 2026Q1: 1,655 shares 1,655 $272K 0.03% -24 Timeline LMBS 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: 26,901 shares; 2024Q4: 21,340 shares; 2025Q1: 32,255 shares; 2025Q2: 35,550 shares; 2025Q3: 37,355 shares; 2025Q4: 19,005 shares; 2026Q1: 5,305 shares 5,305 $264K 0.03% -13,700 Timeline BKMS BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,099 shares 10,099 $258K 0.03% new 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: 859 shares; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 961 shares 961 $256K 0.03% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,410 shares 1,410 $253K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,057 shares; 2026Q1: 3,057 shares 3,057 $252K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares 171 $252K 0.03% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 1,296 shares; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $246K 0.03% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,295 shares 8,295 $242K 0.03% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 8,242 shares; 2025Q1: 4,117 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 2,117 shares; 2026Q1: 1,400 shares 1,400 $242K 0.03% -717 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,395 shares; 2025Q3: 1,875 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $241K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $240K 0.03% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,200 shares 3,200 $238K 0.03% -200 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: not reported; 2025Q1: 2,900 shares; 2025Q2: 3,400 shares; 2025Q3: 3,442 shares; 2025Q4: not reported; 2026Q1: 2,539 shares 2,539 $236K 0.03% new 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: 3,187 shares; 2024Q4: 2,929 shares; 2025Q1: 357 shares; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $233K 0.03% 0 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: 877 shares; 2024Q4: 586 shares; 2025Q1: not reported; 2025Q2: 1,743 shares; 2025Q3: 1,720 shares; 2025Q4: not reported; 2026Q1: 237 shares 237 $232K 0.03% new Timeline IGF 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: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 3,355 shares 3,355 $225K 0.03% -60 Timeline OEF 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: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares 695 $221K 0.02% 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: 1,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 644 shares 644 $220K 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,355 shares 2,355 $218K 0.02% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,047 shares; 2026Q1: 3,047 shares 3,047 $212K 0.02% 0 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES 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: 12,024 shares 12,024 $208K 0.02% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 3,138 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $207K 0.02% 0 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: 4,061 shares; 2025Q4: not reported; 2026Q1: 720 shares 720 $204K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $204K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 5,412 shares; 2025Q1: 5,122 shares; 2025Q2: 3,306 shares; 2025Q3: 3,326 shares; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100 $203K 0.02% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,861 shares; 2025Q3: 4,861 shares; 2025Q4: 2,511 shares; 2026Q1: 2,011 shares 2,011 $202K 0.02% -500 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: 13,262 shares; 2025Q3: 13,262 shares; 2025Q4: 13,262 shares; 2026Q1: 13,262 shares 13,262 $199K 0.02% 0 Timeline GPUS HYPERSCALE DATA INC More: the full row for HYPERSCALE DATA 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: 19,000 shares 19,000 $2.86K <0.01% new Timeline