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: 517,546 shares; 2024Q4: 538,289 shares; 2025Q1: 546,380 shares; 2025Q2: 555,825 shares; 2025Q3: 559,285 shares; 2025Q4: 479,737 shares; 2026Q1: 489,080 shares 489,080 $319M 5.66% +9,343 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: 1,119,159 shares; 2024Q4: 1,123,548 shares; 2025Q1: 1,121,734 shares; 2025Q2: 1,137,516 shares; 2025Q3: 1,133,470 shares; 2025Q4: 1,128,190 shares; 2026Q1: 1,151,352 shares 1,151,352 $292M 5.19% +23,162 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: 917,434 shares; 2024Q4: 919,485 shares; 2025Q1: 918,457 shares; 2025Q2: 914,621 shares; 2025Q3: 909,370 shares; 2025Q4: 899,580 shares; 2026Q1: 900,626 shares 900,626 $259M 4.6% +1,046 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: 1,496,400 shares; 2024Q4: 1,445,867 shares; 2025Q1: 1,450,526 shares; 2025Q2: 1,473,215 shares; 2025Q3: 1,441,492 shares; 2025Q4: 1,419,356 shares; 2026Q1: 1,438,997 shares 1,438,997 $251M 4.45% +19,641 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: 2,999,064 shares; 2024Q4: 3,084,140 shares; 2025Q1: 3,159,974 shares; 2025Q2: 3,203,403 shares; 2025Q3: 3,224,893 shares; 2025Q4: 3,569,736 shares; 2026Q1: 3,660,276 shares 3,660,276 $247M 4.39% +90,540 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: 429,667 shares; 2024Q4: 434,559 shares; 2025Q1: 441,328 shares; 2025Q2: 451,910 shares; 2025Q3: 450,645 shares; 2025Q4: 456,522 shares; 2026Q1: 476,890 shares 476,890 $177M 3.13% +20,368 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: 1,485,069 shares; 2024Q4: 1,467,361 shares; 2025Q1: 1,474,291 shares; 2025Q2: 1,474,242 shares; 2025Q3: 1,406,726 shares; 2025Q4: 1,375,500 shares; 2026Q1: 1,356,402 shares 1,356,402 $172M 3.05% -19,098 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: 1,591,495 shares; 2024Q4: 1,784,595 shares; 2025Q1: 1,907,463 shares; 2025Q2: 2,087,843 shares; 2025Q3: 2,177,482 shares; 2025Q4: 2,482,285 shares; 2026Q1: 2,590,950 shares 2,590,950 $166M 2.95% +108,665 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: 491,341 shares; 2024Q4: 506,659 shares; 2025Q1: 515,171 shares; 2025Q2: 515,318 shares; 2025Q3: 520,039 shares; 2025Q4: 589,056 shares; 2026Q1: 607,527 shares 607,527 $159M 2.82% +18,471 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: 599,989 shares; 2024Q4: 606,571 shares; 2025Q1: 617,405 shares; 2025Q2: 636,192 shares; 2025Q3: 637,192 shares; 2025Q4: 648,382 shares; 2026Q1: 675,465 shares 675,465 $141M 2.5% +27,083 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: 255,177 shares; 2024Q4: 254,108 shares; 2025Q1: 253,536 shares; 2025Q2: 256,301 shares; 2025Q3: 259,323 shares; 2025Q4: 257,727 shares; 2026Q1: 257,674 shares 257,674 $123M 2.19% -53 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,784 shares; 2024Q4: 716,081 shares; 2025Q1: 708,706 shares; 2025Q2: 705,131 shares; 2025Q3: 698,384 shares; 2025Q4: 691,948 shares; 2026Q1: 699,810 shares 699,810 $112M 1.99% +7,862 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: 341,073 shares; 2024Q4: 342,365 shares; 2025Q1: 346,810 shares; 2025Q2: 367,872 shares; 2025Q3: 367,591 shares; 2025Q4: 368,096 shares; 2026Q1: 373,195 shares 373,195 $110M 1.95% +5,099 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: 104,989 shares; 2024Q4: 104,103 shares; 2025Q1: 105,718 shares; 2025Q2: 107,361 shares; 2025Q3: 107,621 shares; 2025Q4: 107,740 shares; 2026Q1: 109,233 shares 109,233 $109M 1.93% +1,493 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: 693,760 shares; 2024Q4: 684,365 shares; 2025Q1: 679,068 shares; 2025Q2: 688,290 shares; 2025Q3: 682,744 shares; 2025Q4: 677,518 shares; 2026Q1: 666,676 shares 666,676 $106M 1.89% -10,842 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: 284,030 shares; 2024Q4: 285,779 shares; 2025Q1: 288,093 shares; 2025Q2: 291,223 shares; 2025Q3: 293,172 shares; 2025Q4: 294,883 shares; 2026Q1: 299,217 shares 299,217 $90.4M 1.61% +4,334 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: 244,316 shares; 2024Q4: 245,403 shares; 2025Q1: 247,962 shares; 2025Q2: 247,625 shares; 2025Q3: 249,484 shares; 2025Q4: 247,925 shares; 2026Q1: 246,632 shares 246,632 $80.6M 1.43% -1,293 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: 402,115 shares; 2024Q4: 421,722 shares; 2025Q1: 445,354 shares; 2025Q2: 448,795 shares; 2025Q3: 449,254 shares; 2025Q4: 447,603 shares; 2026Q1: 447,968 shares 447,968 $76M 1.35% +365 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: 118,615 shares; 2024Q4: 120,725 shares; 2025Q1: 122,412 shares; 2025Q2: 123,211 shares; 2025Q3: 124,253 shares; 2025Q4: 125,847 shares; 2026Q1: 129,575 shares 129,575 $74.1M 1.32% +3,728 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: 154,388 shares; 2024Q4: 152,524 shares; 2025Q1: 150,028 shares; 2025Q2: 148,094 shares; 2025Q3: 145,943 shares; 2025Q4: 145,862 shares; 2026Q1: 148,509 shares 148,509 $73.6M 1.31% +2,647 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: 51,937 shares; 2024Q4: 52,285 shares; 2025Q1: 53,532 shares; 2025Q2: 54,404 shares; 2025Q3: 50,598 shares; 2025Q4: 50,455 shares; 2026Q1: 51,127 shares 51,127 $67.5M 1.2% +672 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,210 shares; 2024Q4: 329,492 shares; 2025Q1: 326,622 shares; 2025Q2: 320,929 shares; 2025Q3: 317,777 shares; 2025Q4: 311,315 shares; 2026Q1: 307,111 shares 307,111 $65.8M 1.17% -4,204 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: 199,399 shares; 2024Q4: 195,629 shares; 2025Q1: 198,030 shares; 2025Q2: 190,501 shares; 2025Q3: 188,032 shares; 2025Q4: 184,151 shares; 2026Q1: 183,775 shares 183,775 $65.7M 1.17% -376 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: 727,487 shares; 2024Q4: 720,514 shares; 2025Q1: 719,593 shares; 2025Q2: 714,322 shares; 2025Q3: 702,332 shares; 2025Q4: 692,971 shares; 2026Q1: 696,817 shares 696,817 $64.7M 1.15% +3,846 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,187 shares; 2024Q4: 401,167 shares; 2025Q1: 401,215 shares; 2025Q2: 397,967 shares; 2025Q3: 396,441 shares; 2025Q4: 390,930 shares; 2026Q1: 391,757 shares 391,757 $63.6M 1.13% +827 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: 392,111 shares; 2024Q4: 361,783 shares; 2025Q1: 355,246 shares; 2025Q2: 344,212 shares; 2025Q3: 332,201 shares; 2025Q4: 326,531 shares; 2026Q1: 321,546 shares 321,546 $62M 1.1% -4,985 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: 131,893 shares; 2024Q4: 131,075 shares; 2025Q1: 129,695 shares; 2025Q2: 128,373 shares; 2025Q3: 125,879 shares; 2025Q4: 124,131 shares; 2026Q1: 122,992 shares 122,992 $60.5M 1.07% -1,139 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: 139,271 shares; 2024Q4: 139,684 shares; 2025Q1: 138,771 shares; 2025Q2: 138,907 shares; 2025Q3: 137,708 shares; 2025Q4: 136,879 shares; 2026Q1: 136,910 shares 136,910 $59.2M 1.05% +31 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,477 shares; 2024Q4: 159,477 shares; 2025Q1: 159,477 shares; 2025Q2: 159,610 shares; 2025Q3: 159,610 shares; 2025Q4: 159,675 shares; 2026Q1: 159,675 shares 159,675 $59.2M 1.05% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,049 shares; 2024Q4: 327,516 shares; 2025Q1: 324,239 shares; 2025Q2: 321,509 shares; 2025Q3: 316,709 shares; 2025Q4: 311,473 shares; 2026Q1: 310,064 shares 310,064 $58.9M 1.05% -1,409 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: 14,254 shares; 2024Q4: 14,639 shares; 2025Q1: 15,428 shares; 2025Q2: 20,796 shares; 2025Q3: 102,285 shares; 2025Q4: 148,706 shares; 2026Q1: 189,986 shares 189,986 $58.8M 1.04% +41,280 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: 229,639 shares; 2024Q4: 224,992 shares; 2025Q1: 224,557 shares; 2025Q2: 218,450 shares; 2025Q3: 215,437 shares; 2025Q4: 239,981 shares; 2026Q1: 239,245 shares 239,245 $58.5M 1.04% -736 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: 348,460 shares; 2024Q4: 349,416 shares; 2025Q1: 350,142 shares; 2025Q2: 341,348 shares; 2025Q3: 335,625 shares; 2025Q4: 323,879 shares; 2026Q1: 318,620 shares 318,620 $58M 1.03% -5,259 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: 36,236 shares; 2024Q4: 44,334 shares; 2025Q1: 49,967 shares; 2025Q2: 54,162 shares; 2025Q3: 59,372 shares; 2025Q4: 60,287 shares; 2026Q1: 60,999 shares 60,999 $56.1M 1% +712 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: 150,416 shares; 2024Q4: 151,002 shares; 2025Q1: 153,078 shares; 2025Q2: 157,537 shares; 2025Q3: 156,082 shares; 2025Q4: 159,039 shares; 2026Q1: 165,016 shares 165,016 $54.3M 0.96% +5,977 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,378 shares; 2024Q4: 102,695 shares; 2025Q1: 102,911 shares; 2025Q2: 101,363 shares; 2025Q3: 95,588 shares; 2025Q4: 93,483 shares; 2026Q1: 91,963 shares 91,963 $51.7M 0.92% -1,520 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,725 shares; 2024Q4: 229,426 shares; 2025Q1: 238,475 shares; 2025Q2: 246,776 shares; 2025Q3: 251,305 shares; 2025Q4: 244,482 shares; 2026Q1: 255,075 shares 255,075 $50.4M 0.89% +10,593 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: 298,156 shares; 2024Q4: 292,396 shares; 2025Q1: 293,167 shares; 2025Q2: 291,007 shares; 2025Q3: 287,333 shares; 2025Q4: 285,147 shares; 2026Q1: 289,155 shares 289,155 $49.9M 0.89% +4,008 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: 1,184 shares; 2024Q4: 17,996 shares; 2025Q1: 39,940 shares; 2025Q2: 52,027 shares; 2025Q3: 55,120 shares; 2025Q4: 56,120 shares; 2026Q1: 56,564 shares 56,564 $47.9M 0.85% +444 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: 262,109 shares; 2024Q4: 295,761 shares; 2025Q1: 324,517 shares; 2025Q2: 324,221 shares; 2025Q3: 321,424 shares; 2025Q4: 313,930 shares; 2026Q1: 307,754 shares 307,754 $47.8M 0.85% -6,176 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: 248,442 shares; 2024Q4: 259,529 shares; 2025Q1: 279,245 shares; 2025Q2: 292,264 shares; 2025Q3: 318,384 shares; 2025Q4: 320,770 shares; 2026Q1: 329,437 shares 329,437 $47.6M 0.84% +8,667 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: 387,082 shares; 2024Q4: 376,672 shares; 2025Q1: 382,375 shares; 2025Q2: 375,229 shares; 2025Q3: 367,310 shares; 2025Q4: 356,043 shares; 2026Q1: 353,992 shares 353,992 $46.7M 0.83% -2,051 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: 123,960 shares; 2024Q4: 133,017 shares; 2025Q1: 133,483 shares; 2025Q2: 136,220 shares; 2025Q3: 138,732 shares; 2025Q4: 138,916 shares; 2026Q1: 141,753 shares 141,753 $46.7M 0.83% +2,837 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,406 shares; 2024Q4: 39,307 shares; 2025Q1: 39,096 shares; 2025Q2: 38,452 shares; 2025Q3: 38,109 shares; 2025Q4: 37,298 shares; 2026Q1: 36,951 shares 36,951 $46.6M 0.83% -347 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,208 shares; 2024Q4: 324,113 shares; 2025Q1: 321,783 shares; 2025Q2: 317,108 shares; 2025Q3: 309,331 shares; 2025Q4: 304,035 shares; 2026Q1: 303,664 shares 303,664 $41.3M 0.73% -371 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,870 shares; 2024Q4: 125,669 shares; 2025Q1: 125,288 shares; 2025Q2: 125,256 shares; 2025Q3: 126,242 shares; 2025Q4: 126,495 shares; 2026Q1: 127,830 shares 127,830 $41.3M 0.73% +1,335 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: 148,194 shares; 2024Q4: 147,790 shares; 2025Q1: 146,539 shares; 2025Q2: 146,332 shares; 2025Q3: 147,148 shares; 2025Q4: 144,852 shares; 2026Q1: 141,176 shares 141,176 $40.5M 0.72% -3,676 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,527 shares; 2024Q4: 64,765 shares; 2025Q1: 65,079 shares; 2025Q2: 64,150 shares; 2025Q3: 59,479 shares; 2025Q4: 58,876 shares; 2026Q1: 59,224 shares 59,224 $40.4M 0.72% +348 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: 502,726 shares; 2024Q4: 578,571 shares; 2025Q1: 653,232 shares; 2025Q2: 694,547 shares; 2025Q3: 718,426 shares; 2025Q4: 788,161 shares; 2026Q1: 826,326 shares 826,326 $40.3M 0.72% +38,165 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: 560,607 shares; 2024Q4: 552,908 shares; 2025Q1: 533,727 shares; 2025Q2: 532,707 shares; 2025Q3: 526,689 shares; 2025Q4: 518,114 shares; 2026Q1: 531,338 shares 531,338 $39.9M 0.71% +13,224 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,261 shares; 2024Q4: 157,396 shares; 2025Q1: 160,113 shares; 2025Q2: 157,743 shares; 2025Q3: 156,918 shares; 2025Q4: 157,229 shares; 2026Q1: 162,773 shares 162,773 $39.5M 0.7% +5,544 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,247 shares; 2024Q4: 780,634 shares; 2025Q1: 797,347 shares; 2025Q2: 833,179 shares; 2025Q3: 840,511 shares; 2025Q4: 842,337 shares; 2026Q1: 842,445 shares 842,445 $38.2M 0.68% +108 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: 3,939 shares; 2024Q4: 61,364 shares; 2025Q1: 97,676 shares; 2025Q2: 110,830 shares; 2025Q3: 115,923 shares; 2025Q4: 119,015 shares; 2026Q1: 123,066 shares 123,066 $35M 0.62% +4,051 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391,902 shares; 2024Q4: 1,488,081 shares; 2025Q1: 1,566,496 shares; 2025Q2: 1,617,265 shares; 2025Q3: 1,634,577 shares; 2025Q4: 1,665,961 shares; 2026Q1: 1,725,794 shares 1,725,794 $33.9M 0.6% +59,833 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,468 shares; 2024Q4: 86,988 shares; 2025Q1: 88,595 shares; 2025Q2: 89,146 shares; 2025Q3: 90,477 shares; 2025Q4: 83,532 shares; 2026Q1: 83,675 shares 83,675 $30M 0.53% +143 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,335 shares; 2024Q4: 606,171 shares; 2025Q1: 644,397 shares; 2025Q2: 694,628 shares; 2025Q3: 702,594 shares; 2025Q4: 480,441 shares; 2026Q1: 302,409 shares 302,409 $30M 0.53% -178,032 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: 934 shares; 2024Q4: 963 shares; 2025Q1: 994 shares; 2025Q2: 24,994 shares; 2025Q3: 28,327 shares; 2025Q4: 283,977 shares; 2026Q1: 303,508 shares 303,508 $29.2M 0.52% +19,531 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: 280,476 shares; 2024Q4: 273,087 shares; 2025Q1: 267,900 shares; 2025Q2: 259,140 shares; 2025Q3: 249,448 shares; 2025Q4: 246,258 shares; 2026Q1: 225,390 shares 225,390 $29M 0.52% -20,868 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: 35,351 shares; 2024Q4: 34,632 shares; 2025Q1: 34,094 shares; 2025Q2: 32,513 shares; 2025Q3: 31,646 shares; 2025Q4: 29,873 shares; 2026Q1: 29,198 shares 29,198 $28.6M 0.51% -675 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: 46,444 shares; 2024Q4: 47,492 shares; 2025Q1: 48,742 shares; 2025Q2: 49,486 shares; 2025Q3: 51,121 shares; 2025Q4: 51,644 shares; 2026Q1: 48,948 shares 48,948 $27.6M 0.49% -2,696 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,134 shares; 2024Q4: 95,091 shares; 2025Q1: 93,356 shares; 2025Q2: 91,315 shares; 2025Q3: 89,061 shares; 2025Q4: 83,172 shares; 2026Q1: 76,879 shares 76,879 $27.2M 0.48% -6,293 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,764 shares; 2024Q4: 457,425 shares; 2025Q1: 591,296 shares; 2025Q2: 746,650 shares; 2025Q3: 851,563 shares; 2025Q4: 1,205,579 shares; 2026Q1: 1,296,772 shares 1,296,772 $26.5M 0.47% +91,193 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: 73,387 shares; 2024Q4: 70,655 shares; 2025Q1: 67,324 shares; 2025Q2: 76,790 shares; 2025Q3: 80,979 shares; 2025Q4: 81,173 shares; 2026Q1: 82,567 shares 82,567 $26.5M 0.47% +1,394 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: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 5,879 shares; 2025Q2: 41,614 shares; 2025Q3: 51,596 shares; 2025Q4: 55,638 shares; 2026Q1: 56,581 shares 56,581 $26.1M 0.46% +943 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: 267,396 shares; 2024Q4: 265,732 shares; 2025Q1: 264,257 shares; 2025Q2: 263,127 shares; 2025Q3: 267,590 shares; 2025Q4: 270,444 shares; 2026Q1: 281,484 shares 281,484 $24.6M 0.44% +11,040 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: 57,773 shares; 2024Q4: 59,948 shares; 2025Q1: 60,712 shares; 2025Q2: 60,643 shares; 2025Q3: 60,141 shares; 2025Q4: 60,692 shares; 2026Q1: 58,937 shares 58,937 $21M 0.37% -1,755 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071,711 shares; 2024Q4: 1,195,443 shares; 2025Q1: 1,271,156 shares; 2025Q2: 1,324,108 shares; 2025Q3: 1,337,051 shares; 2025Q4: 1,339,483 shares; 2026Q1: 1,040,832 shares 1,040,832 $20.3M 0.36% -298,651 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,149 shares; 2024Q4: 43,885 shares; 2025Q1: 43,213 shares; 2025Q2: 42,401 shares; 2025Q3: 40,759 shares; 2025Q4: 38,983 shares; 2026Q1: 36,969 shares 36,969 $20.1M 0.36% -2,014 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,124 shares; 2024Q4: 383,545 shares; 2025Q1: 507,443 shares; 2025Q2: 598,956 shares; 2025Q3: 650,087 shares; 2025Q4: 734,881 shares; 2026Q1: 975,287 shares 975,287 $18.2M 0.32% +240,406 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,000 shares; 2024Q4: 310,750 shares; 2025Q1: 302,943 shares; 2025Q2: 315,353 shares; 2025Q3: 310,198 shares; 2025Q4: 333,667 shares; 2026Q1: 334,459 shares 334,459 $17.5M 0.31% +792 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 13,482 shares; 2025Q1: 20,950 shares; 2025Q2: 26,149 shares; 2025Q3: 34,293 shares; 2025Q4: 153,459 shares; 2026Q1: 161,587 shares 161,587 $16.9M 0.3% +8,128 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: 57,761 shares; 2024Q4: 57,967 shares; 2025Q1: 56,793 shares; 2025Q2: 56,073 shares; 2025Q3: 54,529 shares; 2025Q4: 51,547 shares; 2026Q1: 49,865 shares 49,865 $16M 0.28% -1,682 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: 119,332 shares; 2024Q4: 113,947 shares; 2025Q1: 110,366 shares; 2025Q2: 88,923 shares; 2025Q3: 76,597 shares; 2025Q4: 72,603 shares; 2026Q1: 57,152 shares 57,152 $15.2M 0.27% -15,451 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: 94,766 shares; 2024Q4: 90,362 shares; 2025Q1: 88,556 shares; 2025Q2: 68,399 shares; 2025Q3: 60,553 shares; 2025Q4: 55,111 shares; 2026Q1: 49,858 shares 49,858 $14.7M 0.26% -5,253 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: 3,601 shares; 2024Q4: 3,838 shares; 2025Q1: 3,858 shares; 2025Q2: 3,685 shares; 2025Q3: 9,759 shares; 2025Q4: 17,082 shares; 2026Q1: 19,121 shares 19,121 $13.5M 0.24% +2,039 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,509 shares; 2024Q4: 122,381 shares; 2025Q1: 237,638 shares; 2025Q2: 370,672 shares; 2025Q3: 466,808 shares; 2025Q4: 730,328 shares; 2026Q1: 808,747 shares 808,747 $13.5M 0.24% +78,419 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,531 shares; 2024Q4: 151,884 shares; 2025Q1: 145,023 shares; 2025Q2: 130,557 shares; 2025Q3: 118,547 shares; 2025Q4: 107,432 shares; 2026Q1: 98,016 shares 98,016 $13.4M 0.24% -9,416 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: 713,729 shares; 2024Q4: 642,656 shares; 2025Q1: 553,964 shares; 2025Q2: 236,871 shares; 2025Q3: 174,706 shares; 2025Q4: 148,161 shares; 2026Q1: 124,828 shares 124,828 $8.07M 0.14% -23,333 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,289 shares; 2024Q4: 55,092 shares; 2025Q1: 72,818 shares; 2025Q2: 89,989 shares; 2025Q3: 115,269 shares; 2025Q4: 189,508 shares; 2026Q1: 422,068 shares 422,068 $6.95M 0.12% +232,560 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: 144,667 shares; 2024Q4: 147,195 shares; 2025Q1: 149,404 shares; 2025Q2: 148,188 shares; 2025Q3: 61,085 shares; 2025Q4: 46,436 shares; 2026Q1: 33,856 shares 33,856 $6.71M 0.12% -12,580 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: 32,684 shares; 2024Q4: 33,424 shares; 2025Q1: 33,387 shares; 2025Q2: 32,640 shares; 2025Q3: 32,060 shares; 2025Q4: 32,597 shares; 2026Q1: 29,682 shares 29,682 $6.38M 0.11% -2,915 Timeline XLY 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: 34,084 shares; 2024Q4: 32,667 shares; 2025Q1: 31,402 shares; 2025Q2: 28,074 shares; 2025Q3: 28,216 shares; 2025Q4: 55,902 shares; 2026Q1: 54,994 shares 54,994 $5.99M 0.11% -908 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: 159,665 shares; 2024Q4: 148,425 shares; 2025Q1: 139,067 shares; 2025Q2: 130,940 shares; 2025Q3: 132,853 shares; 2025Q4: 125,361 shares; 2026Q1: 111,666 shares 111,666 $5.87M 0.1% -13,695 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: 28,489 shares; 2024Q4: 24,403 shares; 2025Q1: 24,223 shares; 2025Q2: 25,690 shares; 2025Q3: 27,149 shares; 2025Q4: 28,278 shares; 2026Q1: 28,162 shares 28,162 $5.83M 0.1% -116 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,612 shares; 2024Q4: 231,974 shares; 2025Q1: 231,974 shares; 2025Q2: 231,974 shares; 2025Q3: 231,974 shares; 2025Q4: 231,974 shares; 2026Q1: 231,974 shares 231,974 $5.74M 0.1% 0 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: 5,136 shares; 2024Q4: 5,856 shares; 2025Q1: 6,756 shares; 2025Q2: 7,156 shares; 2025Q3: 8,083 shares; 2025Q4: 8,935 shares; 2026Q1: 9,233 shares 9,233 $5.52M 0.1% +298 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: 4,805 shares; 2024Q4: 4,748 shares; 2025Q1: 5,134 shares; 2025Q2: 3,715 shares; 2025Q3: 6,174 shares; 2025Q4: 5,947 shares; 2026Q1: 7,942 shares 7,942 $5.19M 0.09% +1,995 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,302 shares; 2024Q4: 168,186 shares; 2025Q1: 123,122 shares; 2025Q2: 100,808 shares; 2025Q3: 96,542 shares; 2025Q4: 95,092 shares; 2026Q1: 94,719 shares 94,719 $5.12M 0.09% -373 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: 29,840 shares; 2024Q4: 29,274 shares; 2025Q1: 27,893 shares; 2025Q2: 27,284 shares; 2025Q3: 26,657 shares; 2025Q4: 24,450 shares; 2026Q1: 24,014 shares 24,014 $4.92M 0.09% -436 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: 10,308 shares; 2024Q4: 10,228 shares; 2025Q1: 10,274 shares; 2025Q2: 10,262 shares; 2025Q3: 10,926 shares; 2025Q4: 11,107 shares; 2026Q1: 10,922 shares 10,922 $4.66M 0.08% -185 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: 6,874 shares; 2024Q4: 7,075 shares; 2025Q1: 7,065 shares; 2025Q2: 7,016 shares; 2025Q3: 6,927 shares; 2025Q4: 6,807 shares; 2026Q1: 6,800 shares 6,800 $4.2M 0.07% -7 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,999 shares; 2024Q4: 109,068 shares; 2025Q1: 110,675 shares; 2025Q2: 111,636 shares; 2025Q3: 109,636 shares; 2025Q4: 106,559 shares; 2026Q1: 80,883 shares 80,883 $4.08M 0.07% -25,676 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: 19,293 shares; 2024Q4: 17,460 shares; 2025Q1: 20,638 shares; 2025Q2: 16,660 shares; 2025Q3: 15,531 shares; 2025Q4: 17,025 shares; 2026Q1: 17,900 shares 17,900 $3.89M 0.07% +875 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: 18,903 shares; 2024Q4: 18,983 shares; 2025Q1: 19,373 shares; 2025Q2: 20,820 shares; 2025Q3: 20,095 shares; 2025Q4: 20,200 shares; 2026Q1: 25,780 shares 25,780 $3.79M 0.07% +5,580 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: 13,416 shares; 2024Q4: 12,547 shares; 2025Q1: 12,463 shares; 2025Q2: 11,599 shares; 2025Q3: 11,666 shares; 2025Q4: 11,756 shares; 2026Q1: 11,840 shares 11,840 $3.68M 0.07% +84 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: 312,511 shares; 2024Q4: 166,345 shares; 2025Q1: 72,288 shares; 2025Q2: 39,254 shares; 2025Q3: 26,404 shares; 2025Q4: 24,093 shares; 2026Q1: 24,395 shares 24,395 $2.95M 0.05% +302 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,140 shares; 2024Q4: 34,549 shares; 2025Q1: 35,609 shares; 2025Q2: 36,122 shares; 2025Q3: 35,917 shares; 2025Q4: 40,332 shares; 2026Q1: 39,983 shares 39,983 $2.87M 0.05% -349 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: 3,630 shares; 2024Q4: 5,892 shares; 2025Q1: 6,509 shares; 2025Q2: 6,349 shares; 2025Q3: 6,349 shares; 2025Q4: 6,282 shares; 2026Q1: 6,328 shares 6,328 $2.76M 0.05% +46 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: 14,666 shares; 2024Q4: 14,641 shares; 2025Q1: 14,651 shares; 2025Q2: 14,556 shares; 2025Q3: 14,006 shares; 2025Q4: 14,044 shares; 2026Q1: 14,312 shares 14,312 $2.75M 0.05% +268 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: 12,548 shares; 2024Q4: 12,775 shares; 2025Q1: 15,622 shares; 2025Q2: 15,999 shares; 2025Q3: 16,379 shares; 2025Q4: 16,734 shares; 2026Q1: 22,003 shares 22,003 $2.74M 0.05% +5,269 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,618 shares; 2024Q4: 22,366 shares; 2025Q1: 22,537 shares; 2025Q2: 24,280 shares; 2025Q3: 24,409 shares; 2025Q4: 24,634 shares; 2026Q1: 24,177 shares 24,177 $2.71M 0.05% -457 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: 182,016 shares; 2024Q4: 196,367 shares; 2025Q1: 214,404 shares; 2025Q2: 222,009 shares; 2025Q3: 142,890 shares; 2025Q4: 43,618 shares; 2026Q1: 30,969 shares 30,969 $2.64M 0.05% -12,649 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: 19,651 shares; 2024Q4: 21,591 shares; 2025Q1: 22,530 shares; 2025Q2: 21,344 shares; 2025Q3: 22,234 shares; 2025Q4: 21,495 shares; 2026Q1: 19,875 shares 19,875 $2.47M 0.04% -1,620 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: 12,443 shares; 2024Q4: 11,627 shares; 2025Q1: 10,786 shares; 2025Q2: 10,740 shares; 2025Q3: 10,484 shares; 2025Q4: 10,558 shares; 2026Q1: 10,295 shares 10,295 $2.43M 0.04% -263 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: 8,351 shares; 2024Q4: 11,211 shares; 2025Q1: 11,544 shares; 2025Q2: 10,516 shares; 2025Q3: 10,737 shares; 2025Q4: 10,331 shares; 2026Q1: 9,876 shares 9,876 $2.39M 0.04% -455 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,324 shares; 2025Q1: 3,110 shares; 2025Q2: 3,182 shares; 2025Q3: 3,076 shares; 2025Q4: 7,415 shares; 2026Q1: 6,685 shares 6,685 $2.35M 0.04% -730 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,574 shares; 2024Q4: 18,496 shares; 2025Q1: 33,253 shares; 2025Q2: 38,242 shares; 2025Q3: 49,875 shares; 2025Q4: 88,867 shares; 2026Q1: 109,188 shares 109,188 $2.25M 0.04% +20,321 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: 32,894 shares; 2024Q4: 31,433 shares; 2025Q1: 30,140 shares; 2025Q2: 27,061 shares; 2025Q3: 25,705 shares; 2025Q4: 23,243 shares; 2026Q1: 24,792 shares 24,792 $2.22M 0.04% +1,549 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,291 shares; 2024Q4: 56,453 shares; 2025Q1: 51,192 shares; 2025Q2: 47,831 shares; 2025Q3: 48,785 shares; 2025Q4: 46,855 shares; 2026Q1: 40,830 shares 40,830 $2.17M 0.04% -6,025 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: 11,755 shares; 2024Q4: 13,057 shares; 2025Q1: 17,795 shares; 2025Q2: 17,524 shares; 2025Q3: 14,524 shares; 2025Q4: 16,744 shares; 2026Q1: 15,958 shares 15,958 $2.17M 0.04% -786 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: 1,974 shares; 2024Q4: 1,997 shares; 2025Q1: 2,218 shares; 2025Q2: 3,151 shares; 2025Q3: 3,151 shares; 2025Q4: 3,105 shares; 2026Q1: 3,082 shares 3,082 $2.15M 0.04% -23 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: 25,645 shares; 2024Q4: 22,739 shares; 2025Q1: 24,917 shares; 2025Q2: 23,382 shares; 2025Q3: 20,435 shares; 2025Q4: 20,803 shares; 2026Q1: 20,073 shares 20,073 $2.06M 0.04% -730 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,585 shares; 2024Q4: 87,159 shares; 2025Q1: 52,905 shares; 2025Q2: 29,289 shares; 2025Q3: 20,876 shares; 2025Q4: 19,325 shares; 2026Q1: 13,900 shares 13,900 $2.05M 0.04% -5,425 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,923 shares; 2024Q4: 62,538 shares; 2025Q1: 65,829 shares; 2025Q2: 68,370 shares; 2025Q3: 72,517 shares; 2025Q4: 39,331 shares; 2026Q1: 40,051 shares 40,051 $2.02M 0.04% +720 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: 7,891 shares; 2024Q4: 8,190 shares; 2025Q1: 8,213 shares; 2025Q2: 7,961 shares; 2025Q3: 8,117 shares; 2025Q4: 8,085 shares; 2026Q1: 8,115 shares 8,115 $2.01M 0.04% +30 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 5,815 shares; 2025Q1: 5,524 shares; 2025Q2: 5,545 shares; 2025Q3: 5,509 shares; 2025Q4: 5,394 shares; 2026Q1: 5,373 shares 5,373 $2M 0.04% -21 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: 3,789 shares; 2024Q4: 3,799 shares; 2025Q1: 3,625 shares; 2025Q2: 3,375 shares; 2025Q3: 3,268 shares; 2025Q4: 3,275 shares; 2026Q1: 3,448 shares 3,448 $1.99M 0.04% +173 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: 5,507 shares; 2024Q4: 6,575 shares; 2025Q1: 8,004 shares; 2025Q2: 6,893 shares; 2025Q3: 6,168 shares; 2025Q4: 11,759 shares; 2026Q1: 11,498 shares 11,498 $1.91M 0.03% -261 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: 8,835 shares; 2024Q4: 8,677 shares; 2025Q1: 6,815 shares; 2025Q2: 6,728 shares; 2025Q3: 6,728 shares; 2025Q4: 6,606 shares; 2026Q1: 6,571 shares 6,571 $1.89M 0.03% -35 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,001 shares; 2025Q1: 3,088 shares; 2025Q2: 3,563 shares; 2025Q3: 3,930 shares; 2025Q4: 3,837 shares; 2026Q1: 3,732 shares 3,732 $1.86M 0.03% -105 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: 231,905 shares; 2024Q4: 219,572 shares; 2025Q1: 216,863 shares; 2025Q2: 34,373 shares; 2025Q3: 26,414 shares; 2025Q4: 18,161 shares; 2026Q1: 18,871 shares 18,871 $1.82M 0.03% +710 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: 19,196 shares; 2024Q4: 19,496 shares; 2025Q1: 22,283 shares; 2025Q2: 20,521 shares; 2025Q3: 24,142 shares; 2025Q4: 23,599 shares; 2026Q1: 23,103 shares 23,103 $1.79M 0.03% -496 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: 17,898 shares; 2024Q4: 18,173 shares; 2025Q1: 18,735 shares; 2025Q2: 17,781 shares; 2025Q3: 17,471 shares; 2025Q4: 17,854 shares; 2026Q1: 17,409 shares 17,409 $1.69M 0.03% -445 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: 3,426 shares; 2024Q4: 3,430 shares; 2025Q1: 3,418 shares; 2025Q2: 3,952 shares; 2025Q3: 3,807 shares; 2025Q4: 4,101 shares; 2026Q1: 3,978 shares 3,978 $1.69M 0.03% -123 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: 20,444 shares; 2024Q4: 17,459 shares; 2025Q1: 16,974 shares; 2025Q2: 17,131 shares; 2025Q3: 19,451 shares; 2025Q4: 17,181 shares; 2026Q1: 17,181 shares 17,181 $1.67M 0.03% 0 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: 1,473 shares; 2024Q4: 7,672 shares; 2025Q1: 8,888 shares; 2025Q2: 8,458 shares; 2025Q3: 8,359 shares; 2025Q4: 8,744 shares; 2026Q1: 8,471 shares 8,471 $1.66M 0.03% -273 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: 21,601 shares; 2024Q4: 21,222 shares; 2025Q1: 21,222 shares; 2025Q2: 21,222 shares; 2025Q3: 21,222 shares; 2025Q4: 21,222 shares; 2026Q1: 21,412 shares 21,412 $1.65M 0.03% +190 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: 5,844 shares; 2024Q4: 6,713 shares; 2025Q1: 6,306 shares; 2025Q2: 6,306 shares; 2025Q3: 6,256 shares; 2025Q4: 12,352 shares; 2026Q1: 12,380 shares 12,380 $1.65M 0.03% +28 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: 12,643 shares; 2024Q4: 12,643 shares; 2025Q1: 13,539 shares; 2025Q2: 12,728 shares; 2025Q3: 11,371 shares; 2025Q4: 11,791 shares; 2026Q1: 11,785 shares 11,785 $1.54M 0.03% -6 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: 17,575 shares; 2024Q4: 18,547 shares; 2025Q1: 18,866 shares; 2025Q2: 19,093 shares; 2025Q3: 19,906 shares; 2025Q4: 19,545 shares; 2026Q1: 19,154 shares 19,154 $1.47M 0.03% -391 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 6,916 shares; 2025Q1: 6,866 shares; 2025Q2: 6,720 shares; 2025Q3: 6,719 shares; 2025Q4: 6,696 shares; 2026Q1: 6,922 shares 6,922 $1.45M 0.03% +226 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,632 shares; 2024Q4: 61,209 shares; 2025Q1: 33,872 shares; 2025Q2: 13,927 shares; 2025Q3: 10,696 shares; 2025Q4: 9,966 shares; 2026Q1: 6,864 shares 6,864 $1.43M 0.03% -3,102 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: 407,928 shares; 2024Q4: 332,378 shares; 2025Q1: 210,722 shares; 2025Q2: 93,625 shares; 2025Q3: 42,225 shares; 2025Q4: 30,463 shares; 2026Q1: 27,087 shares 27,087 $1.42M 0.03% -3,376 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,907 shares; 2024Q4: 13,680 shares; 2025Q1: 34,337 shares; 2025Q2: 34,168 shares; 2025Q3: 34,168 shares; 2025Q4: 32,526 shares; 2026Q1: 32,566 shares 32,566 $1.34M 0.02% +40 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: 5,515 shares; 2024Q4: 5,641 shares; 2025Q1: 5,569 shares; 2025Q2: 5,024 shares; 2025Q3: 4,996 shares; 2025Q4: 4,920 shares; 2026Q1: 5,088 shares 5,088 $1.33M 0.02% +168 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: 98,554 shares; 2025Q1: 65,594 shares; 2025Q2: 65,594 shares; 2025Q3: 65,594 shares; 2025Q4: 65,594 shares; 2026Q1: 32,958 shares 32,958 $1.28M 0.02% -32,636 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: 4,293 shares; 2024Q4: 3,367 shares; 2025Q1: 3,753 shares; 2025Q2: 3,782 shares; 2025Q3: 3,686 shares; 2025Q4: 3,811 shares; 2026Q1: 3,734 shares 3,734 $1.28M 0.02% -77 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,574 shares; 2024Q4: 61,942 shares; 2025Q1: 56,648 shares; 2025Q2: 46,487 shares; 2025Q3: 38,552 shares; 2025Q4: 34,564 shares; 2026Q1: 23,811 shares 23,811 $1.27M 0.02% -10,753 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: 6,738 shares; 2024Q4: 6,772 shares; 2025Q1: 6,622 shares; 2025Q2: 6,513 shares; 2025Q3: 5,702 shares; 2025Q4: 5,427 shares; 2026Q1: 5,611 shares 5,611 $1.27M 0.02% +184 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: 64,670 shares; 2024Q4: 58,102 shares; 2025Q1: 58,704 shares; 2025Q2: 58,644 shares; 2025Q3: 57,856 shares; 2025Q4: 54,128 shares; 2026Q1: 42,937 shares 42,937 $1.23M 0.02% -11,191 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: 15,002 shares; 2024Q4: 15,002 shares; 2025Q1: 14,792 shares; 2025Q2: 14,707 shares; 2025Q3: 14,707 shares; 2025Q4: 14,707 shares; 2026Q1: 12,845 shares 12,845 $1.21M 0.02% -1,862 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: 30,128 shares; 2024Q4: 28,903 shares; 2025Q1: 22,911 shares; 2025Q2: 22,579 shares; 2025Q3: 22,455 shares; 2025Q4: 21,114 shares; 2026Q1: 20,059 shares 20,059 $1.17M 0.02% -1,055 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,711 shares; 2025Q1: 12,386 shares; 2025Q2: 16,242 shares; 2025Q3: 23,780 shares; 2025Q4: 38,312 shares; 2026Q1: 55,294 shares 55,294 $1.17M 0.02% +16,982 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: 5,004 shares; 2024Q4: 4,725 shares; 2025Q1: 4,625 shares; 2025Q2: 4,695 shares; 2025Q3: 4,695 shares; 2025Q4: 13,383 shares; 2026Q1: 12,833 shares 12,833 $1.13M 0.02% -550 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,498 shares; 2024Q4: 23,639 shares; 2025Q1: 17,667 shares; 2025Q2: 12,209 shares; 2025Q3: 10,015 shares; 2025Q4: 9,342 shares; 2026Q1: 8,690 shares 8,690 $1.11M 0.02% -652 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: 5,879 shares; 2024Q4: 7,822 shares; 2025Q1: 10,061 shares; 2025Q2: 9,170 shares; 2025Q3: 11,870 shares; 2025Q4: 12,375 shares; 2026Q1: 12,065 shares 12,065 $1.09M 0.02% -310 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: 36,416 shares; 2024Q4: 33,390 shares; 2025Q1: 37,774 shares; 2025Q2: 36,733 shares; 2025Q3: 39,466 shares; 2025Q4: 41,132 shares; 2026Q1: 37,538 shares 37,538 $1.09M 0.02% -3,594 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: not reported; 2024Q4: not reported; 2025Q1: 1,798 shares; 2025Q2: 1,794 shares; 2025Q3: 1,824 shares; 2025Q4: 2,104 shares; 2026Q1: 2,524 shares 2,524 $1.09M 0.02% +420 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: 1,036 shares; 2025Q1: 1,042 shares; 2025Q2: 1,041 shares; 2025Q3: 1,033 shares; 2025Q4: 1,076 shares; 2026Q1: 1,053 shares 1,053 $1.01M 0.02% -23 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,932 shares; 2024Q4: 28,921 shares; 2025Q1: 24,910 shares; 2025Q2: 20,699 shares; 2025Q3: 19,402 shares; 2025Q4: 19,927 shares; 2026Q1: 19,604 shares 19,604 $968K 0.02% -323 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: 4,440 shares; 2024Q4: 4,424 shares; 2025Q1: 4,297 shares; 2025Q2: 4,680 shares; 2025Q3: 4,672 shares; 2025Q4: 4,704 shares; 2026Q1: 4,713 shares 4,713 $959K 0.02% +9 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,958 shares; 2025Q1: 3,286 shares; 2025Q2: 3,256 shares; 2025Q3: 3,454 shares; 2025Q4: 3,544 shares; 2026Q1: 4,028 shares 4,028 $926K 0.02% +484 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: 7,331 shares; 2024Q4: 7,883 shares; 2025Q1: 9,700 shares; 2025Q2: 8,563 shares; 2025Q3: 4,783 shares; 2025Q4: 13,498 shares; 2026Q1: 13,706 shares 13,706 $909K 0.02% +208 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: not reported; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 1,053 shares; 2025Q3: 993 shares; 2025Q4: 1,023 shares; 2026Q1: 1,001 shares 1,001 $896K 0.02% -22 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: 5,984 shares; 2024Q4: 6,977 shares; 2025Q1: 6,328 shares; 2025Q2: 6,419 shares; 2025Q3: 6,837 shares; 2025Q4: 6,323 shares; 2026Q1: 5,425 shares 5,425 $893K 0.02% -898 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,527 shares; 2024Q4: 90,541 shares; 2025Q1: 79,014 shares; 2025Q2: 14,899 shares; 2025Q3: 5,556 shares; 2025Q4: 3,630 shares; 2026Q1: 3,267 shares 3,267 $884K 0.02% -363 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,406 shares; 2024Q4: 15,845 shares; 2025Q1: 15,545 shares; 2025Q2: 15,546 shares; 2025Q3: 15,175 shares; 2025Q4: 15,075 shares; 2026Q1: 15,075 shares 15,075 $880K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,639 shares; 2025Q3: 4,108 shares; 2025Q4: 4,115 shares; 2026Q1: 3,808 shares 3,808 $878K 0.02% -307 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,263 shares; 2025Q1: 3,261 shares; 2025Q2: 3,161 shares; 2025Q3: 3,161 shares; 2025Q4: 3,061 shares; 2026Q1: 2,962 shares 2,962 $864K 0.02% -99 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: 32,256 shares; 2024Q4: 34,397 shares; 2025Q1: 34,174 shares; 2025Q2: 23,817 shares; 2025Q3: 22,236 shares; 2025Q4: 20,043 shares; 2026Q1: 16,762 shares 16,762 $841K 0.01% -3,281 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: 816 shares; 2025Q1: 1,554 shares; 2025Q2: 1,740 shares; 2025Q3: 1,660 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $834K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,608 shares; 2025Q1: 5,508 shares; 2025Q2: 7,363 shares; 2025Q3: 7,063 shares; 2025Q4: 7,246 shares; 2026Q1: 7,063 shares 7,063 $799K 0.01% -183 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: 5,300 shares; 2024Q4: 6,202 shares; 2025Q1: 5,902 shares; 2025Q2: 5,902 shares; 2025Q3: 5,902 shares; 2025Q4: 5,827 shares; 2026Q1: 5,560 shares 5,560 $792K 0.01% -267 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,400 shares; 2025Q1: 4,725 shares; 2025Q2: 5,770 shares; 2025Q3: 6,176 shares; 2025Q4: 6,176 shares; 2026Q1: 6,161 shares 6,161 $789K 0.01% -15 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: 9,051 shares; 2024Q4: 9,884 shares; 2025Q1: 9,852 shares; 2025Q2: 9,100 shares; 2025Q3: 9,069 shares; 2025Q4: 9,171 shares; 2026Q1: 9,906 shares 9,906 $789K 0.01% +735 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,393 shares; 2024Q4: 6,393 shares; 2025Q1: 7,024 shares; 2025Q2: 6,993 shares; 2025Q3: 6,993 shares; 2025Q4: 6,868 shares; 2026Q1: 6,820 shares 6,820 $784K 0.01% -48 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: 8,404 shares; 2024Q4: 7,947 shares; 2025Q1: 5,656 shares; 2025Q2: 5,385 shares; 2025Q3: 5,380 shares; 2025Q4: 5,585 shares; 2026Q1: 5,547 shares 5,547 $778K 0.01% -38 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: 1,040 shares; 2024Q4: 1,066 shares; 2025Q1: 1,174 shares; 2025Q2: 1,168 shares; 2025Q3: 1,248 shares; 2025Q4: 1,264 shares; 2026Q1: 1,265 shares 1,265 $765K 0.01% +1 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 4,770 shares; 2025Q1: 5,076 shares; 2025Q2: 5,080 shares; 2025Q3: 5,447 shares; 2025Q4: 5,407 shares; 2026Q1: 5,132 shares 5,132 $748K 0.01% -275 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: not reported; 2024Q4: not reported; 2025Q1: 1,283 shares; 2025Q2: 1,479 shares; 2025Q3: 1,074 shares; 2025Q4: 1,643 shares; 2026Q1: 2,152 shares 2,152 $743K 0.01% +509 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,153 shares; 2025Q2: 985 shares; 2025Q3: 980 shares; 2025Q4: 987 shares; 2026Q1: 835 shares 835 $729K 0.01% -152 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 0.01% 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: 1,768 shares; 2024Q4: 1,724 shares; 2025Q1: 1,802 shares; 2025Q2: 1,815 shares; 2025Q3: 2,753 shares; 2025Q4: 3,111 shares; 2026Q1: 3,211 shares 3,211 $686K 0.01% +100 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: 2,240 shares; 2024Q4: 2,242 shares; 2025Q1: 2,224 shares; 2025Q2: 2,296 shares; 2025Q3: 2,218 shares; 2025Q4: 2,166 shares; 2026Q1: 2,275 shares 2,275 $661K 0.01% +109 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,026 shares; 2026Q1: 5,000 shares 5,000 $657K 0.01% -26 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,200 shares; 2025Q2: 6,615 shares; 2025Q3: 6,415 shares; 2025Q4: 6,415 shares; 2026Q1: 5,400 shares 5,400 $639K 0.01% -1,015 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 7,085 shares; 2025Q1: 7,003 shares; 2025Q2: 7,154 shares; 2025Q3: 7,072 shares; 2025Q4: 10,811 shares; 2026Q1: 10,958 shares 10,958 $635K 0.01% +147 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,531 shares; 2025Q1: 3,131 shares; 2025Q2: 3,284 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,034 shares 3,034 $632K 0.01% -200 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: 7,177 shares; 2024Q4: 6,932 shares; 2025Q1: 6,782 shares; 2025Q2: 6,154 shares; 2025Q3: 18,114 shares; 2025Q4: 7,837 shares; 2026Q1: 8,433 shares 8,433 $621K 0.01% +596 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: 3,000 shares; 2024Q4: 3,028 shares; 2025Q1: 4,103 shares; 2025Q2: 3,845 shares; 2025Q3: 3,094 shares; 2025Q4: 3,141 shares; 2026Q1: 3,091 shares 3,091 $615K 0.01% -50 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: 10,040 shares; 2024Q4: 7,311 shares; 2025Q1: 10,015 shares; 2025Q2: 7,533 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares; 2026Q1: 6,500 shares 6,500 $604K 0.01% -817 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: not reported; 2024Q4: not reported; 2025Q1: 2,074 shares; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 1,732 shares; 2026Q1: 2,441 shares 2,441 $603K 0.01% +709 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,511 shares; 2024Q4: 54,812 shares; 2025Q1: 32,273 shares; 2025Q2: 19,710 shares; 2025Q3: 14,015 shares; 2025Q4: 13,340 shares; 2026Q1: 6,590 shares 6,590 $594K 0.01% -6,750 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,576 shares; 2024Q4: 49,966 shares; 2025Q1: 47,836 shares; 2025Q2: 25,141 shares; 2025Q3: 12,366 shares; 2025Q4: 10,148 shares; 2026Q1: 2,147 shares 2,147 $573K 0.01% -8,001 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,275 shares; 2025Q1: 4,587 shares; 2025Q2: 5,142 shares; 2025Q3: 5,769 shares; 2025Q4: 5,719 shares; 2026Q1: 4,789 shares 4,789 $572K 0.01% -930 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: 4,873 shares; 2024Q4: 4,879 shares; 2025Q1: 4,792 shares; 2025Q2: 3,934 shares; 2025Q3: 3,699 shares; 2025Q4: 3,601 shares; 2026Q1: 3,599 shares 3,599 $566K 0.01% -2 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: 9,132 shares; 2024Q4: 7,932 shares; 2025Q1: 6,132 shares; 2025Q2: 6,657 shares; 2025Q3: 5,717 shares; 2025Q4: 5,949 shares; 2026Q1: 5,949 shares 5,949 $555K 0.01% 0 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: 1,363 shares; 2024Q4: 1,643 shares; 2025Q1: 2,223 shares; 2025Q2: 1,992 shares; 2025Q3: 1,999 shares; 2025Q4: 1,837 shares; 2026Q1: 1,612 shares 1,612 $553K 0.01% -225 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,340 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares 1,615 $553K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,124 shares; 2025Q1: 2,104 shares; 2025Q2: 2,293 shares; 2025Q3: 2,154 shares; 2025Q4: 2,327 shares; 2026Q1: 2,264 shares 2,264 $553K 0.01% -63 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: 18,023 shares; 2025Q1: 16,673 shares; 2025Q2: 16,518 shares; 2025Q3: 16,345 shares; 2025Q4: 17,158 shares; 2026Q1: 17,437 shares 17,437 $535K 0.01% +279 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,429 shares; 2025Q3: 2,399 shares; 2025Q4: 2,519 shares; 2026Q1: 2,419 shares 2,419 $517K 0.01% -100 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: 2,999 shares; 2024Q4: 2,881 shares; 2025Q1: 2,690 shares; 2025Q2: 2,878 shares; 2025Q3: not reported; 2025Q4: 3,008 shares; 2026Q1: 3,318 shares 3,318 $502K 0.01% +310 Timeline CIBR 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: 8,060 shares; 2024Q4: 8,060 shares; 2025Q1: 8,060 shares; 2025Q2: 8,060 shares; 2025Q3: 7,960 shares; 2025Q4: 7,960 shares; 2026Q1: 8,006 shares 8,006 $502K 0.01% +46 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 1,045 shares; 2025Q1: 1,131 shares; 2025Q2: 1,135 shares; 2025Q3: 775 shares; 2025Q4: 1,135 shares; 2026Q1: 1,121 shares 1,121 $501K 0.01% -14 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: 874 shares; 2024Q4: 1,715 shares; 2025Q1: 2,160 shares; 2025Q2: 1,694 shares; 2025Q3: 1,739 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares 1,739 $499K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares 1,825 $497K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,991 shares; 2025Q1: 5,991 shares; 2025Q2: 5,372 shares; 2025Q3: 5,540 shares; 2025Q4: 5,372 shares; 2026Q1: 6,000 shares 6,000 $496K 0.01% +628 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: 11,628 shares; 2024Q4: 11,558 shares; 2025Q1: 12,013 shares; 2025Q2: 11,130 shares; 2025Q3: 10,720 shares; 2025Q4: 5,200 shares; 2026Q1: 5,000 shares 5,000 $492K 0.01% -200 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 2,022 shares; 2025Q1: 1,984 shares; 2025Q2: 1,984 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,790 shares 1,790 $461K 0.01% -175 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: 3,781 shares; 2024Q4: 4,547 shares; 2025Q1: 4,379 shares; 2025Q2: 4,129 shares; 2025Q3: 4,229 shares; 2025Q4: 4,101 shares; 2026Q1: 3,135 shares 3,135 $455K 0.01% -966 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares 1,157 $454K 0.01% 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: 3,815 shares; 2024Q4: 4,786 shares; 2025Q1: 4,610 shares; 2025Q2: 4,415 shares; 2025Q3: 3,390 shares; 2025Q4: 4,065 shares; 2026Q1: 3,428 shares 3,428 $449K 0.01% -637 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,005 shares; 2025Q2: 5,005 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares; 2026Q1: 5,005 shares 5,005 $436K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,945 shares; 2024Q4: not reported; 2025Q1: 15,027 shares; 2025Q2: not reported; 2025Q3: 6,732 shares; 2025Q4: 5,997 shares; 2026Q1: 9,782 shares 9,782 $432K 0.01% +3,785 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,532 shares; 2025Q2: not reported; 2025Q3: 3,103 shares; 2025Q4: 2,796 shares; 2026Q1: 3,471 shares 3,471 $412K 0.01% +675 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: 2,901 shares; 2024Q4: 2,865 shares; 2025Q1: 3,051 shares; 2025Q2: 3,037 shares; 2025Q3: 2,546 shares; 2025Q4: 2,707 shares; 2026Q1: 2,191 shares 2,191 $409K 0.01% -516 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: 6,140 shares; 2024Q4: 5,598 shares; 2025Q1: 5,245 shares; 2025Q2: 6,584 shares; 2025Q3: 6,429 shares; 2025Q4: 5,239 shares; 2026Q1: 2,088 shares 2,088 $405K 0.01% -3,151 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: 5,774 shares; 2024Q4: 6,040 shares; 2025Q1: 5,878 shares; 2025Q2: 5,711 shares; 2025Q3: 4,710 shares; 2025Q4: 5,710 shares; 2026Q1: 4,397 shares 4,397 $397K 0.01% -1,313 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,785 shares; 2026Q1: 18,878 shares 18,878 $391K 0.01% +5,093 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: 20,179 shares; 2024Q4: 19,845 shares; 2025Q1: 19,420 shares; 2025Q2: 19,210 shares; 2025Q3: 19,209 shares; 2025Q4: 19,215 shares; 2026Q1: 3,980 shares 3,980 $389K 0.01% -15,235 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,205 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $383K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,062 shares; 2026Q1: 975 shares 975 $381K 0.01% -87 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281 shares; 2026Q1: 276 shares 276 $381K 0.01% -5 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: 3,226 shares; 2024Q4: 3,225 shares; 2025Q1: 3,836 shares; 2025Q2: 7,572 shares; 2025Q3: 8,514 shares; 2025Q4: 8,279 shares; 2026Q1: 8,165 shares 8,165 $379K 0.01% -114 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: 53,057 shares; 2024Q4: 24,323 shares; 2025Q1: 23,289 shares; 2025Q2: 13,542 shares; 2025Q3: 12,887 shares; 2025Q4: 11,804 shares; 2026Q1: 13,297 shares 13,297 $373K 0.01% +1,493 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: 2,210 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,495 shares 2,495 $370K 0.01% +225 Timeline BANK OF AMER CORP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310 $369K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,328 shares; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 6,246 shares; 2026Q1: 6,020 shares 6,020 $369K 0.01% -226 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 4,037 shares; 2025Q1: 4,037 shares; 2025Q2: 3,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,842 shares; 2026Q1: 2,842 shares 2,842 $362K 0.01% 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: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 4,550 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $353K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 5,389 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares; 2025Q3: 7,041 shares; 2025Q4: 6,833 shares; 2026Q1: 4,209 shares 4,209 $352K 0.01% -2,624 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: 11,531 shares; 2024Q4: 15,371 shares; 2025Q1: 14,471 shares; 2025Q2: 9,751 shares; 2025Q3: 9,351 shares; 2025Q4: 9,351 shares; 2026Q1: 9,251 shares 9,251 $350K 0.01% -100 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,566 shares; 2026Q1: 16,874 shares 16,874 $346K 0.01% +2,308 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,618 shares; 2025Q1: 1,798 shares; 2025Q2: 1,618 shares; 2025Q3: 1,518 shares; 2025Q4: 1,618 shares; 2026Q1: 1,991 shares 1,991 $345K 0.01% +373 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 3,705 shares; 2026Q1: 3,700 shares 3,700 $342K 0.01% -5 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,051 shares; 2026Q1: 1,011 shares 1,011 $342K 0.01% -40 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: 133,115 shares; 2024Q4: 129,552 shares; 2025Q1: 127,053 shares; 2025Q2: 114,700 shares; 2025Q3: 101,827 shares; 2025Q4: 6,668 shares; 2026Q1: 2,883 shares 2,883 $341K 0.01% -3,785 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,721 shares 1,721 $339K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,686 shares; 2024Q4: 5,418 shares; 2025Q1: 5,418 shares; 2025Q2: 4,818 shares; 2025Q3: 4,618 shares; 2025Q4: 3,318 shares; 2026Q1: 3,318 shares 3,318 $339K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,084 shares; 2024Q4: 23,992 shares; 2025Q1: 14,697 shares; 2025Q2: 8,956 shares; 2025Q3: 5,394 shares; 2025Q4: 4,127 shares; 2026Q1: 3,748 shares 3,748 $332K 0.01% -379 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: 2,852 shares; 2025Q2: 2,892 shares; 2025Q3: 2,892 shares; 2025Q4: 2,892 shares; 2026Q1: 2,892 shares 2,892 $328K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,998 shares; 2025Q1: 5,598 shares; 2025Q2: 4,556 shares; 2025Q3: not reported; 2025Q4: 4,456 shares; 2026Q1: 5,951 shares 5,951 $322K 0.01% +1,495 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,851 shares; 2025Q4: 7,096 shares; 2026Q1: 5,371 shares 5,371 $318K 0.01% -1,725 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,869 shares; 2025Q3: 1,860 shares; 2025Q4: 1,878 shares; 2026Q1: 1,849 shares 1,849 $317K 0.01% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: 1,001 shares; 2026Q1: 916 shares 916 $310K 0.01% -85 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: 15,928 shares 15,928 $307K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 1,724 shares; 2026Q1: 2,174 shares 2,174 $303K 0.01% +450 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 3,645 shares; 2025Q1: 5,695 shares; 2025Q2: 4,970 shares; 2025Q3: 4,770 shares; 2025Q4: 4,415 shares; 2026Q1: 3,995 shares 3,995 $302K 0.01% -420 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares; 2026Q1: 9,150 shares 9,150 $295K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 646 shares; 2026Q1: 930 shares 930 $292K 0.01% +284 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 3,680 shares; 2025Q3: 4,263 shares; 2025Q4: 4,263 shares; 2026Q1: 4,120 shares 4,120 $289K 0.01% -143 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares 1,993 $288K 0.01% 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: 4,551 shares; 2024Q4: 4,783 shares; 2025Q1: 3,226 shares; 2025Q2: 3,140 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,120 shares 3,120 $277K <0.01% +115 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 732 shares; 2025Q1: 1,532 shares; 2025Q2: 1,854 shares; 2025Q3: 1,778 shares; 2025Q4: 1,393 shares; 2026Q1: 911 shares 911 $276K <0.01% -482 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,894 shares 1,894 $268K <0.01% new 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: 2,109 shares; 2024Q4: 2,174 shares; 2025Q1: 2,129 shares; 2025Q2: 1,956 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,747 shares 1,747 $267K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares 975 $265K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,347 shares 1,347 $264K <0.01% new 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: 6,895 shares; 2024Q4: 5,830 shares; 2025Q1: 7,504 shares; 2025Q2: 4,326 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,245 shares 4,245 $257K <0.01% new 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: 3,236 shares; 2024Q4: 3,006 shares; 2025Q1: 3,024 shares; 2025Q2: 2,982 shares; 2025Q3: 2,978 shares; 2025Q4: 2,657 shares; 2026Q1: 2,646 shares 2,646 $255K <0.01% -11 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,243 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares 2,620 $253K <0.01% 0 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: 866 shares; 2024Q4: 865 shares; 2025Q1: 515 shares; 2025Q2: 516 shares; 2025Q3: 341 shares; 2025Q4: 338 shares; 2026Q1: 287 shares 287 $248K <0.01% -51 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,727 shares; 2025Q1: 2,308 shares; 2025Q2: 1,375 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares 1,175 $244K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 887 shares 887 $244K <0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,170 shares; 2026Q1: 2,056 shares 2,056 $237K <0.01% -1,114 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $236K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $236K <0.01% 0 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,964 shares; 2025Q1: 34,900 shares; 2025Q2: 34,900 shares; 2025Q3: not reported; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $233K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 6,036 shares; 2025Q1: 8,335 shares; 2025Q2: 4,861 shares; 2025Q3: 4,861 shares; 2025Q4: 4,861 shares; 2026Q1: 4,934 shares 4,934 $227K <0.01% +73 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,106 shares 1,106 $224K <0.01% new Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 6,545 shares; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 6,545 shares; 2025Q4: 6,545 shares; 2026Q1: 6,545 shares 6,545 $223K <0.01% 0 Timeline IDU 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: 1,900 shares 1,900 $221K <0.01% new 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: 7,347 shares; 2024Q4: 8,177 shares; 2025Q1: 5,025 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,382 shares; 2026Q1: 1,479 shares 1,479 $217K <0.01% +97 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares 2,777 $213K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,300 shares; 2025Q4: 8,800 shares; 2026Q1: 8,800 shares 8,800 $211K <0.01% 0 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: 4,544 shares; 2024Q4: 2,282 shares; 2025Q1: 4,270 shares; 2025Q2: 2,397 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares; 2026Q1: 1,346 shares 1,346 $209K <0.01% -645 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares 982 $207K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,716 shares; 2026Q1: 3,616 shares 3,616 $205K <0.01% -100 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares; 2026Q1: 627 shares 627 $205K <0.01% -67 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS 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: 896 shares; 2025Q4: 896 shares; 2026Q1: 767 shares 767 $205K <0.01% -129 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 349 shares; 2026Q1: 274 shares 274 $202K <0.01% -75 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,104 shares; 2024Q4: 31,104 shares; 2025Q1: 31,104 shares; 2025Q2: 31,104 shares; 2025Q3: 31,104 shares; 2025Q4: 31,104 shares; 2026Q1: 23,104 shares 23,104 $85.7K <0.01% -8,000 Timeline