SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966,741 shares; 2024Q4: 14,875,742 shares; 2025Q1: 15,387,690 shares; 2025Q2: 16,260,904 shares; 2025Q3: 16,481,206 shares; 2025Q4: 16,962,165 shares; 2026Q1: 18,185,644 shares 18,185,644 $466M 25.56% +1,223,479 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: not reported; 2024Q4: 1,622 shares; 2025Q1: 1,624 shares; 2025Q2: 1,824 shares; 2025Q3: 640,291 shares; 2025Q4: 665,052 shares; 2026Q1: 690,306 shares 690,306 $148M 8.14% +25,254 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,151,159 shares; 2025Q2: 2,361,492 shares; 2025Q3: 2,533,462 shares; 2025Q4: 2,653,732 shares; 2026Q1: 2,869,967 shares 2,869,967 $83.1M 4.55% +216,235 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,419,412 shares; 2025Q1: 1,517,552 shares; 2025Q2: 1,621,115 shares; 2025Q3: 1,701,830 shares; 2025Q4: 1,784,832 shares; 2026Q1: 1,868,717 shares 1,868,717 $73.7M 4.04% +83,885 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: 87,635 shares; 2024Q4: 89,971 shares; 2025Q1: 94,475 shares; 2025Q2: 86,361 shares; 2025Q3: 86,518 shares; 2025Q4: 85,189 shares; 2026Q1: 84,626 shares 84,626 $55.3M 3.03% -563 Timeline SLYG 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: 54,137 shares; 2024Q4: 425,578 shares; 2025Q1: 453,264 shares; 2025Q2: 476,985 shares; 2025Q3: 499,189 shares; 2025Q4: 519,004 shares; 2026Q1: 539,312 shares 539,312 $52.1M 2.86% +20,308 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,964 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,425 shares; 2026Q1: 1,611,332 shares 1,611,332 $52.1M 2.86% +1,604,907 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,478,252 shares; 2025Q1: 1,552,886 shares; 2025Q2: 1,619,018 shares; 2025Q3: 1,676,324 shares; 2025Q4: 1,736,566 shares; 2026Q1: 1,831,987 shares 1,831,987 $50.1M 2.74% +95,421 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,623 shares; 2025Q2: 21,989 shares; 2025Q3: 1,561,546 shares; 2025Q4: 1,655,942 shares; 2026Q1: 1,723,223 shares 1,723,223 $45.9M 2.51% +67,281 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,954 shares; 2025Q1: 12,257 shares; 2025Q2: 11,924 shares; 2025Q3: 11,581 shares; 2025Q4: 13,092 shares; 2026Q1: 1,347,237 shares 1,347,237 $44.1M 2.42% +1,334,145 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,812 shares; 2024Q4: 257,753 shares; 2025Q1: 473,814 shares; 2025Q2: 668,193 shares; 2025Q3: 791,515 shares; 2025Q4: 923,017 shares; 2026Q1: 1,001,338 shares 1,001,338 $42M 2.3% +78,321 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,213 shares; 2024Q4: 639,727 shares; 2025Q1: 673,570 shares; 2025Q2: 715,190 shares; 2025Q3: 738,494 shares; 2025Q4: 759,765 shares; 2026Q1: 793,208 shares 793,208 $36.5M 2% +33,443 Timeline FTCS 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: 3,318 shares; 2024Q4: 3,329 shares; 2025Q1: 3,189 shares; 2025Q2: 2,214 shares; 2025Q3: 2,214 shares; 2025Q4: 2,192 shares; 2026Q1: 349,982 shares 349,982 $32.5M 1.78% +347,790 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: 61,209 shares; 2024Q4: 65,986 shares; 2025Q1: 83,750 shares; 2025Q2: 81,753 shares; 2025Q3: 83,924 shares; 2025Q4: 102,542 shares; 2026Q1: 107,412 shares 107,412 $27.3M 1.49% +4,870 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: 60,625 shares; 2024Q4: 67,658 shares; 2025Q1: 85,096 shares; 2025Q2: 87,207 shares; 2025Q3: 88,475 shares; 2025Q4: 127,604 shares; 2026Q1: 130,109 shares 130,109 $22.7M 1.24% +2,505 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,578 shares; 2024Q4: 122,104 shares; 2025Q1: 127,557 shares; 2025Q2: 158,250 shares; 2025Q3: 171,245 shares; 2025Q4: 178,432 shares; 2026Q1: 201,135 shares 201,135 $20M 1.09% +22,703 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,892 shares; 2024Q4: 88,253 shares; 2025Q1: 89,157 shares; 2025Q2: 85,072 shares; 2025Q3: 83,904 shares; 2025Q4: 82,645 shares; 2026Q1: 82,247 shares 82,247 $19.5M 1.07% -398 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 397,837 shares 397,837 $15.5M 0.85% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,443 shares; 2024Q4: 142,472 shares; 2025Q1: 143,092 shares; 2025Q2: 134,253 shares; 2025Q3: 133,221 shares; 2025Q4: 131,924 shares; 2026Q1: 131,483 shares 131,483 $14.6M 0.8% -441 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,741 shares; 2024Q4: 172,313 shares; 2025Q1: 181,361 shares; 2025Q2: 191,324 shares; 2025Q3: 179,770 shares; 2025Q4: 177,986 shares; 2026Q1: 37,452 shares 37,452 $14.4M 0.79% -140,534 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: 16,003 shares; 2024Q4: 18,121 shares; 2025Q1: 24,426 shares; 2025Q2: 24,066 shares; 2025Q3: 24,933 shares; 2025Q4: 36,572 shares; 2026Q1: 38,547 shares 38,547 $14.3M 0.78% +1,975 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,963 shares; 2024Q4: 33,532 shares; 2025Q1: 70,736 shares; 2025Q2: 88,890 shares; 2025Q3: 91,999 shares; 2025Q4: 107,220 shares; 2026Q1: 107,875 shares 107,875 $11.5M 0.63% +655 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: 14,729 shares; 2024Q4: 16,977 shares; 2025Q1: 22,453 shares; 2025Q2: 21,015 shares; 2025Q3: 22,542 shares; 2025Q4: 35,478 shares; 2026Q1: 38,385 shares 38,385 $11M 0.6% +2,907 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 15,599 shares; 2025Q1: 11,398 shares; 2025Q2: 16,435 shares; 2025Q3: 16,787 shares; 2025Q4: 17,036 shares; 2026Q1: 15,161 shares 15,161 $9.86M 0.54% -1,875 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: 10,659 shares; 2024Q4: 13,810 shares; 2025Q1: 22,899 shares; 2025Q2: 22,022 shares; 2025Q3: 22,286 shares; 2025Q4: 40,126 shares; 2026Q1: 46,812 shares 46,812 $9.75M 0.53% +6,686 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209,629 shares; 2024Q4: 3,994,453 shares; 2025Q1: 4,204,454 shares; 2025Q2: 4,560,879 shares; 2025Q3: 338,027 shares; 2025Q4: 309,260 shares; 2026Q1: 305,037 shares 305,037 $9.36M 0.51% -4,223 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: 39,170 shares; 2024Q4: 38,710 shares; 2025Q1: 34,034 shares; 2025Q2: 34,758 shares; 2025Q3: 35,194 shares; 2025Q4: 50,225 shares; 2026Q1: 50,490 shares 50,490 $8.57M 0.47% +265 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,901 shares; 2024Q4: 88,427 shares; 2025Q1: 94,236 shares; 2025Q2: 86,114 shares; 2025Q3: 88,070 shares; 2025Q4: 85,324 shares; 2026Q1: 86,591 shares 86,591 $8.19M 0.45% +1,267 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: 11,514 shares; 2024Q4: 13,217 shares; 2025Q1: 21,971 shares; 2025Q2: 21,713 shares; 2025Q3: 22,040 shares; 2025Q4: 27,636 shares; 2026Q1: 27,113 shares 27,113 $7.98M 0.44% -523 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: 12,148 shares; 2024Q4: 12,226 shares; 2025Q1: 14,378 shares; 2025Q2: 14,148 shares; 2025Q3: 14,985 shares; 2025Q4: 19,445 shares; 2026Q1: 25,308 shares 25,308 $7.26M 0.4% +5,863 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: 15,311 shares; 2024Q4: 13,454 shares; 2025Q1: 74,484 shares; 2025Q2: 75,657 shares; 2025Q3: 74,976 shares; 2025Q4: 108,382 shares; 2026Q1: 103,381 shares 103,381 $6.62M 0.36% -5,001 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: 8,862 shares; 2024Q4: 8,937 shares; 2025Q1: 8,887 shares; 2025Q2: 8,816 shares; 2025Q3: 9,248 shares; 2025Q4: 9,413 shares; 2026Q1: 9,464 shares 9,464 $6.6M 0.36% +51 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: 9,674 shares; 2024Q4: 9,613 shares; 2025Q1: 27,515 shares; 2025Q2: 27,960 shares; 2025Q3: 27,793 shares; 2025Q4: 34,546 shares; 2026Q1: 32,624 shares 32,624 $6.4M 0.35% -1,922 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: 6,523 shares; 2024Q4: 6,510 shares; 2025Q1: 12,756 shares; 2025Q2: 12,691 shares; 2025Q3: 12,491 shares; 2025Q4: 14,573 shares; 2026Q1: 14,478 shares 14,478 $6.32M 0.35% -95 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: 3,948 shares; 2024Q4: 4,066 shares; 2025Q1: 4,638 shares; 2025Q2: 4,639 shares; 2025Q3: 4,615 shares; 2025Q4: 5,612 shares; 2026Q1: 5,691 shares 5,691 $5.23M 0.29% +79 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: 6,323 shares; 2024Q4: 6,933 shares; 2025Q1: 7,426 shares; 2025Q2: 7,629 shares; 2025Q3: 8,095 shares; 2025Q4: 10,380 shares; 2026Q1: 10,809 shares 10,809 $5.18M 0.28% +429 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: 82,779 shares; 2024Q4: 135,380 shares; 2025Q1: 138,433 shares; 2025Q2: 150,947 shares; 2025Q3: 161,914 shares; 2025Q4: 189,388 shares; 2026Q1: 193,858 shares 193,858 $4.8M 0.26% +4,470 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: 12,210 shares; 2024Q4: 13,444 shares; 2025Q1: 18,891 shares; 2025Q2: 17,875 shares; 2025Q3: 18,471 shares; 2025Q4: 29,323 shares; 2026Q1: 38,291 shares 38,291 $4.76M 0.26% +8,968 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: 5,314 shares; 2024Q4: 6,834 shares; 2025Q1: 8,947 shares; 2025Q2: 8,505 shares; 2025Q3: 8,627 shares; 2025Q4: 12,071 shares; 2026Q1: 15,578 shares 15,578 $4.71M 0.26% +3,507 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 9,695 shares; 2025Q1: 68,764 shares; 2025Q2: 80,135 shares; 2025Q3: 77,951 shares; 2025Q4: 88,574 shares; 2026Q1: 88,884 shares 88,884 $4.43M 0.24% +310 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: 2,920 shares; 2024Q4: 3,211 shares; 2025Q1: 4,876 shares; 2025Q2: 4,335 shares; 2025Q3: 4,585 shares; 2025Q4: 7,676 shares; 2026Q1: 7,622 shares 7,622 $4.36M 0.24% -54 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: 28,986 shares; 2024Q4: 29,186 shares; 2025Q1: 39,788 shares; 2025Q2: 44,390 shares; 2025Q3: 44,916 shares; 2025Q4: 45,038 shares; 2026Q1: 44,945 shares 44,945 $4.34M 0.24% -93 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,257 shares; 2024Q4: 46,408 shares; 2025Q1: 127,752 shares; 2025Q2: 122,524 shares; 2025Q3: 113,292 shares; 2025Q4: 147,374 shares; 2026Q1: 148,715 shares 148,715 $4.33M 0.24% +1,341 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: 17,793 shares; 2024Q4: 18,097 shares; 2025Q1: 36,416 shares; 2025Q2: 36,994 shares; 2025Q3: 36,941 shares; 2025Q4: 45,045 shares; 2026Q1: 47,846 shares 47,846 $4.33M 0.24% +2,801 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: 7,994 shares; 2024Q4: 7,325 shares; 2025Q1: 9,402 shares; 2025Q2: 9,780 shares; 2025Q3: 9,944 shares; 2025Q4: 10,939 shares; 2026Q1: 17,710 shares 17,710 $4.33M 0.24% +6,771 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,075 shares; 2024Q4: 21,337 shares; 2025Q1: 28,607 shares; 2025Q2: 34,360 shares; 2025Q3: 35,207 shares; 2025Q4: 34,870 shares; 2026Q1: 35,494 shares 35,494 $4.3M 0.24% +624 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: 4,751 shares; 2024Q4: 5,120 shares; 2025Q1: 8,473 shares; 2025Q2: 7,744 shares; 2025Q3: 7,855 shares; 2025Q4: 12,672 shares; 2026Q1: 13,507 shares 13,507 $4.18M 0.23% +835 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: 2,983 shares; 2024Q4: 2,800 shares; 2025Q1: 3,069 shares; 2025Q2: 3,074 shares; 2025Q3: 2,946 shares; 2025Q4: 3,457 shares; 2026Q1: 6,808 shares 6,808 $4.11M 0.23% +3,351 Timeline PPA 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: 24,738 shares; 2024Q4: 24,380 shares; 2025Q1: 24,239 shares; 2025Q2: 24,052 shares; 2025Q3: 23,900 shares; 2025Q4: 23,838 shares; 2026Q1: 23,983 shares 23,983 $3.97M 0.22% +145 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: 773 shares; 2024Q4: 1,503 shares; 2025Q1: 2,083 shares; 2025Q2: 1,854 shares; 2025Q3: 1,882 shares; 2025Q4: 4,673 shares; 2026Q1: 7,743 shares 7,743 $3.87M 0.21% +3,070 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,996 shares; 2024Q4: 48,950 shares; 2025Q1: 50,605 shares; 2025Q2: 57,482 shares; 2025Q3: 61,054 shares; 2025Q4: 68,900 shares; 2026Q1: 116,855 shares 116,855 $3.85M 0.21% +47,955 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,939 shares; 2024Q4: 56,654 shares; 2025Q1: 85,483 shares; 2025Q2: 109,101 shares; 2025Q3: 126,056 shares; 2025Q4: 148,109 shares; 2026Q1: 162,915 shares 162,915 $3.8M 0.21% +14,806 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: 5,220 shares; 2024Q4: 5,240 shares; 2025Q1: 5,875 shares; 2025Q2: 6,201 shares; 2025Q3: 6,269 shares; 2025Q4: 6,721 shares; 2026Q1: 6,560 shares 6,560 $3.79M 0.21% -161 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,421 shares; 2024Q4: 25,697 shares; 2025Q1: 55,686 shares; 2025Q2: 51,596 shares; 2025Q3: 50,611 shares; 2025Q4: 55,367 shares; 2026Q1: 53,571 shares 53,571 $3.74M 0.2% -1,796 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,802 shares; 2025Q1: 3,807 shares; 2025Q2: 3,795 shares; 2025Q3: 3,932 shares; 2025Q4: 8,804 shares; 2026Q1: 23,294 shares 23,294 $3.72M 0.2% +14,490 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: 480 shares; 2024Q4: 524 shares; 2025Q1: 760 shares; 2025Q2: 700 shares; 2025Q3: 739 shares; 2025Q4: 2,199 shares; 2026Q1: 3,628 shares 3,628 $3.62M 0.2% +1,429 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,597 shares; 2024Q4: 38,718 shares; 2025Q1: 111,618 shares; 2025Q2: 99,653 shares; 2025Q3: 94,302 shares; 2025Q4: 120,722 shares; 2026Q1: 114,045 shares 114,045 $3.48M 0.19% -6,677 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318,098 shares; 2026Q1: 329,400 shares 329,400 $3.35M 0.18% +11,302 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: 306,517 shares; 2024Q4: 14,118 shares; 2025Q1: 14,342 shares; 2025Q2: 12,248 shares; 2025Q3: 12,187 shares; 2025Q4: 13,743 shares; 2026Q1: 13,506 shares 13,506 $3.35M 0.18% -237 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,235 shares; 2024Q4: 66,528 shares; 2025Q1: 62,745 shares; 2025Q2: 77,002 shares; 2025Q3: 87,420 shares; 2025Q4: 98,415 shares; 2026Q1: 35,493 shares 35,493 $3.33M 0.18% -62,922 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,240 shares; 2024Q4: 28,132 shares; 2025Q1: 34,655 shares; 2025Q2: 33,983 shares; 2025Q3: 33,651 shares; 2025Q4: 34,957 shares; 2026Q1: 33,747 shares 33,747 $3.13M 0.17% -1,210 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,574 shares; 2024Q4: 56,931 shares; 2025Q1: 60,033 shares; 2025Q2: 69,670 shares; 2025Q3: 73,485 shares; 2025Q4: 80,311 shares; 2026Q1: 28,257 shares 28,257 $3.1M 0.17% -52,054 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,080 shares 60,080 $2.94M 0.16% new 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: 6,972 shares; 2024Q4: 7,614 shares; 2025Q1: 9,069 shares; 2025Q2: 8,918 shares; 2025Q3: 9,505 shares; 2025Q4: 12,983 shares; 2026Q1: 13,202 shares 13,202 $2.87M 0.16% +219 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 2,484 shares; 2025Q1: 2,796 shares; 2025Q2: 2,398 shares; 2025Q3: 2,721 shares; 2025Q4: 5,341 shares; 2026Q1: 5,226 shares 5,226 $2.87M 0.16% -115 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: 11,039 shares; 2024Q4: 11,009 shares; 2025Q1: 11,009 shares; 2025Q2: 15,603 shares; 2025Q3: 15,210 shares; 2025Q4: 12,840 shares; 2026Q1: 8,751 shares 8,751 $2.81M 0.15% -4,089 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: 2,539 shares; 2024Q4: 2,654 shares; 2025Q1: 3,664 shares; 2025Q2: 3,692 shares; 2025Q3: 3,671 shares; 2025Q4: 7,116 shares; 2026Q1: 7,523 shares 7,523 $2.8M 0.15% +407 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: 13,091 shares; 2024Q4: 12,956 shares; 2025Q1: 12,861 shares; 2025Q2: 12,911 shares; 2025Q3: 12,794 shares; 2025Q4: 25,560 shares; 2026Q1: 25,447 shares 25,447 $2.77M 0.15% -113 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,467 shares; 2026Q1: 29,999 shares 29,999 $2.77M 0.15% +23,532 Timeline IHI 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: 53,295 shares; 2024Q4: 51,588 shares; 2025Q1: 51,105 shares; 2025Q2: 50,866 shares; 2025Q3: 50,386 shares; 2025Q4: 50,846 shares; 2026Q1: 51,134 shares 51,134 $2.73M 0.15% +288 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,524 shares; 2024Q4: 17,374 shares; 2025Q1: 29,937 shares; 2025Q2: 48,024 shares; 2025Q3: 51,922 shares; 2025Q4: 52,412 shares; 2026Q1: 56,641 shares 56,641 $2.69M 0.15% +4,229 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: 3,298 shares; 2024Q4: 3,448 shares; 2025Q1: 7,059 shares; 2025Q2: 3,901 shares; 2025Q3: 3,989 shares; 2025Q4: 4,339 shares; 2026Q1: 4,489 shares 4,489 $2.68M 0.15% +150 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,231 shares; 2025Q1: 2,556 shares; 2025Q2: 2,859 shares; 2025Q3: 2,903 shares; 2025Q4: 3,646 shares; 2026Q1: 3,720 shares 3,720 $2.64M 0.14% +74 Timeline IYG 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: 32,760 shares; 2024Q4: 32,112 shares; 2025Q1: 31,914 shares; 2025Q2: 31,801 shares; 2025Q3: 31,354 shares; 2025Q4: 31,426 shares; 2026Q1: 31,228 shares 31,228 $2.59M 0.14% -198 Timeline XMMO 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: 19,183 shares; 2024Q4: 18,702 shares; 2025Q1: 18,607 shares; 2025Q2: 18,286 shares; 2025Q3: 18,056 shares; 2025Q4: 17,722 shares; 2026Q1: 17,668 shares 17,668 $2.56M 0.14% -54 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: 5,767 shares; 2024Q4: 6,098 shares; 2025Q1: 6,542 shares; 2025Q2: 7,634 shares; 2025Q3: 7,952 shares; 2025Q4: 9,708 shares; 2026Q1: 10,063 shares 10,063 $2.44M 0.13% +355 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,035 shares; 2025Q1: 25,588 shares; 2025Q2: 27,283 shares; 2025Q3: 27,929 shares; 2025Q4: 42,810 shares; 2026Q1: 44,784 shares 44,784 $2.42M 0.13% +1,974 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 6,660 shares; 2025Q1: 30,088 shares; 2025Q2: 26,005 shares; 2025Q3: 23,589 shares; 2025Q4: 28,487 shares; 2026Q1: 28,012 shares 28,012 $2.34M 0.13% -475 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: 3,114 shares; 2024Q4: 3,520 shares; 2025Q1: 4,031 shares; 2025Q2: 4,304 shares; 2025Q3: 4,107 shares; 2025Q4: 6,896 shares; 2026Q1: 7,504 shares 7,504 $2.33M 0.13% +608 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: 4,180 shares; 2024Q4: 4,259 shares; 2025Q1: 4,775 shares; 2025Q2: 4,734 shares; 2025Q3: 4,750 shares; 2025Q4: 6,542 shares; 2026Q1: 7,007 shares 7,007 $2.3M 0.13% +465 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,018 shares; 2024Q4: 29,757 shares; 2025Q1: 28,988 shares; 2025Q2: 28,206 shares; 2025Q3: 27,999 shares; 2025Q4: 27,946 shares; 2026Q1: 27,960 shares 27,960 $2.29M 0.13% +14 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: 8,662 shares; 2024Q4: 8,791 shares; 2025Q1: 11,343 shares; 2025Q2: 12,360 shares; 2025Q3: 13,406 shares; 2025Q4: 25,063 shares; 2026Q1: 29,226 shares 29,226 $2.27M 0.12% +4,163 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: 2,430 shares; 2024Q4: 2,850 shares; 2025Q1: 5,346 shares; 2025Q2: 5,223 shares; 2025Q3: 5,049 shares; 2025Q4: 6,845 shares; 2026Q1: 6,706 shares 6,706 $2.27M 0.12% -139 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 44,276 shares 44,276 $2.23M 0.12% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,423 shares 21,423 $2.18M 0.12% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 8,560 shares; 2025Q1: 9,863 shares; 2025Q2: 9,806 shares; 2025Q3: 9,078 shares; 2025Q4: 11,265 shares; 2026Q1: 14,984 shares 14,984 $2.16M 0.12% +3,719 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,698 shares; 2025Q1: 6,804 shares; 2025Q2: 7,119 shares; 2025Q3: 7,071 shares; 2025Q4: 10,034 shares; 2026Q1: 10,171 shares 10,171 $2.1M 0.12% +137 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: 5,819 shares; 2024Q4: 5,500 shares; 2025Q1: 6,229 shares; 2025Q2: 5,897 shares; 2025Q3: 5,371 shares; 2025Q4: 7,234 shares; 2026Q1: 13,347 shares 13,347 $2.07M 0.11% +6,113 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,245 shares; 2024Q4: 15,129 shares; 2025Q1: 15,833 shares; 2025Q2: 19,358 shares; 2025Q3: 20,854 shares; 2025Q4: 23,597 shares; 2026Q1: 9,965 shares 9,965 $2.05M 0.11% -13,632 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,443 shares; 2026Q1: 6,885 shares 6,885 $2.03M 0.11% +5,442 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 8,437 shares; 2025Q1: 8,292 shares; 2025Q2: 8,781 shares; 2025Q3: 8,737 shares; 2025Q4: 47,124 shares; 2026Q1: 47,672 shares 47,672 $2.02M 0.11% +548 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: 3,747 shares; 2024Q4: not reported; 2025Q1: 21,600 shares; 2025Q2: 20,474 shares; 2025Q3: 18,443 shares; 2025Q4: 28,908 shares; 2026Q1: 27,038 shares 27,038 $1.99M 0.11% -1,870 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,723 shares; 2025Q2: 22,852 shares; 2025Q3: 25,373 shares; 2025Q4: 47,484 shares; 2026Q1: 46,119 shares 46,119 $1.92M 0.11% -1,365 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,965 shares; 2026Q1: 375,799 shares 375,799 $1.92M 0.11% +243,834 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,935 shares; 2026Q1: 6,933 shares 6,933 $1.9M 0.1% -2 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,015 shares; 2025Q2: 19,814 shares; 2025Q3: 22,098 shares; 2025Q4: 42,188 shares; 2026Q1: 41,501 shares 41,501 $1.89M 0.1% -687 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,850 shares; 2025Q2: 4,505 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,754 shares 18,754 $1.89M 0.1% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,310 shares; 2024Q4: 9,107 shares; 2025Q1: 9,585 shares; 2025Q2: 9,431 shares; 2025Q3: 9,438 shares; 2025Q4: 9,586 shares; 2026Q1: 9,798 shares 9,798 $1.88M 0.1% +212 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,925 shares; 2024Q4: 25,839 shares; 2025Q1: 37,598 shares; 2025Q2: 39,857 shares; 2025Q3: 40,386 shares; 2025Q4: 63,106 shares; 2026Q1: 64,525 shares 64,525 $1.87M 0.1% +1,419 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: 19,411 shares; 2024Q4: 22,749 shares; 2025Q1: 28,539 shares; 2025Q2: 27,819 shares; 2025Q3: 27,998 shares; 2025Q4: 39,685 shares; 2026Q1: 37,594 shares 37,594 $1.83M 0.1% -2,091 Timeline XLG 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: 30,792 shares; 2024Q4: 32,343 shares; 2025Q1: 32,572 shares; 2025Q2: 32,025 shares; 2025Q3: 33,312 shares; 2025Q4: 33,492 shares; 2026Q1: 32,742 shares 32,742 $1.79M 0.1% -750 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,111 shares; 2025Q1: 7,595 shares; 2025Q2: 6,977 shares; 2025Q3: 6,897 shares; 2025Q4: 8,293 shares; 2026Q1: 8,173 shares 8,173 $1.78M 0.1% -120 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: 4,018 shares; 2024Q4: 4,042 shares; 2025Q1: 4,901 shares; 2025Q2: 4,714 shares; 2025Q3: 4,316 shares; 2025Q4: 5,141 shares; 2026Q1: 16,615 shares 16,615 $1.71M 0.09% +11,474 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: 8,157 shares; 2024Q4: 8,724 shares; 2025Q1: 9,728 shares; 2025Q2: 9,386 shares; 2025Q3: 9,475 shares; 2025Q4: 13,432 shares; 2026Q1: 14,153 shares 14,153 $1.7M 0.09% +721 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 3,034 shares; 2025Q1: 3,138 shares; 2025Q2: 3,387 shares; 2025Q3: 3,297 shares; 2025Q4: 3,563 shares; 2026Q1: 3,922 shares 3,922 $1.69M 0.09% +359 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: 763 shares; 2024Q4: 865 shares; 2025Q1: 969 shares; 2025Q2: 958 shares; 2025Q3: 1,053 shares; 2025Q4: 2,326 shares; 2026Q1: 5,113 shares 5,113 $1.68M 0.09% +2,787 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,925 shares; 2025Q2: 16,141 shares; 2025Q3: 16,313 shares; 2025Q4: 31,606 shares; 2026Q1: 31,897 shares 31,897 $1.6M 0.09% +291 Timeline QTEC 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: 7,558 shares; 2024Q4: 7,372 shares; 2025Q1: 7,372 shares; 2025Q2: 7,307 shares; 2025Q3: 7,307 shares; 2025Q4: 7,307 shares; 2026Q1: 7,307 shares 7,307 $1.58M 0.09% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,833 shares; 2025Q4: 3,384 shares; 2026Q1: 13,216 shares 13,216 $1.53M 0.08% +9,832 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,022 shares 7,022 $1.52M 0.08% new 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: 343 shares; 2024Q4: 345 shares; 2025Q1: 816 shares; 2025Q2: 774 shares; 2025Q3: 767 shares; 2025Q4: 15,371 shares; 2026Q1: 15,743 shares 15,743 $1.51M 0.08% +372 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: 3,182 shares; 2024Q4: 3,662 shares; 2025Q1: 5,113 shares; 2025Q2: 6,431 shares; 2025Q3: 7,107 shares; 2025Q4: 10,421 shares; 2026Q1: 10,009 shares 10,009 $1.47M 0.08% -412 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares; 2025Q4: 2,145 shares; 2026Q1: 7,323 shares 7,323 $1.46M 0.08% +5,178 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: 24,102 shares; 2024Q4: 21,016 shares; 2025Q1: 23,216 shares; 2025Q2: 24,522 shares; 2025Q3: 25,700 shares; 2025Q4: 48,494 shares; 2026Q1: 50,684 shares 50,684 $1.42M 0.08% +2,190 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: 12,553 shares; 2024Q4: 12,755 shares; 2025Q1: 14,595 shares; 2025Q2: 14,506 shares; 2025Q3: 14,656 shares; 2025Q4: 16,799 shares; 2026Q1: 18,565 shares 18,565 $1.41M 0.08% +1,766 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,199 shares; 2025Q1: 1,488 shares; 2025Q2: 1,389 shares; 2025Q3: 1,411 shares; 2025Q4: 2,803 shares; 2026Q1: 2,860 shares 2,860 $1.41M 0.08% +57 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,843 shares; 2024Q4: 13,448 shares; 2025Q1: 15,403 shares; 2025Q2: 15,912 shares; 2025Q3: 15,143 shares; 2025Q4: 24,072 shares; 2026Q1: 27,872 shares 27,872 $1.4M 0.08% +3,800 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: 2,058 shares; 2024Q4: 2,132 shares; 2025Q1: 2,782 shares; 2025Q2: 2,775 shares; 2025Q3: 2,766 shares; 2025Q4: 4,150 shares; 2026Q1: 4,051 shares 4,051 $1.38M 0.08% -99 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: 2,405 shares; 2024Q4: 3,063 shares; 2025Q1: 3,126 shares; 2025Q2: 3,185 shares; 2025Q3: 3,166 shares; 2025Q4: 3,170 shares; 2026Q1: 3,224 shares 3,224 $1.37M 0.08% +54 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: 277 shares; 2024Q4: 310 shares; 2025Q1: 559 shares; 2025Q2: 387 shares; 2025Q3: 360 shares; 2025Q4: 1,039 shares; 2026Q1: 1,040 shares 1,040 $1.37M 0.08% +1 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: not reported; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,132 shares; 2026Q1: 6,582 shares 6,582 $1.37M 0.07% +5,450 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,015 shares; 2025Q3: 1,019 shares; 2025Q4: 6,490 shares; 2026Q1: 6,483 shares 6,483 $1.36M 0.07% -7 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,230 shares; 2024Q4: 15,614 shares; 2025Q1: 15,592 shares; 2025Q2: 15,889 shares; 2025Q3: 15,417 shares; 2025Q4: 30,848 shares; 2026Q1: 29,383 shares 29,383 $1.35M 0.07% -1,465 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: 813 shares; 2024Q4: 822 shares; 2025Q1: 1,301 shares; 2025Q2: 1,419 shares; 2025Q3: 1,397 shares; 2025Q4: 2,746 shares; 2026Q1: 2,912 shares 2,912 $1.34M 0.07% +166 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,738 shares 10,738 $1.34M 0.07% new 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: 3,352 shares; 2024Q4: 3,793 shares; 2025Q1: 4,915 shares; 2025Q2: 3,946 shares; 2025Q3: 3,296 shares; 2025Q4: 4,744 shares; 2026Q1: 4,911 shares 4,911 $1.33M 0.07% +167 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 7,863 shares; 2025Q1: 27,747 shares; 2025Q2: 32,712 shares; 2025Q3: 29,223 shares; 2025Q4: 52,155 shares; 2026Q1: 45,111 shares 45,111 $1.31M 0.07% -7,044 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,456 shares; 2025Q1: 4,111 shares; 2025Q2: 3,588 shares; 2025Q3: 3,343 shares; 2025Q4: 4,334 shares; 2026Q1: 4,293 shares 4,293 $1.3M 0.07% -41 Timeline FDL 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: 19,398 shares; 2024Q4: 21,036 shares; 2025Q1: 26,573 shares; 2025Q2: 25,705 shares; 2025Q3: 25,605 shares; 2025Q4: 25,374 shares; 2026Q1: 25,386 shares 25,386 $1.29M 0.07% +12 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 2,715 shares; 2025Q1: 10,204 shares; 2025Q2: 10,325 shares; 2025Q3: 10,401 shares; 2025Q4: 11,178 shares; 2026Q1: 11,803 shares 11,803 $1.26M 0.07% +625 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,911 shares; 2024Q4: 20,532 shares; 2025Q1: 21,582 shares; 2025Q2: 22,933 shares; 2025Q3: 22,933 shares; 2025Q4: 24,196 shares; 2026Q1: 26,536 shares 26,536 $1.24M 0.07% +2,340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,629 shares 4,629 $1.23M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,473 shares 26,473 $1.2M 0.07% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 692 shares; 2025Q2: 664 shares; 2025Q3: 666 shares; 2025Q4: 2,545 shares; 2026Q1: 2,528 shares 2,528 $1.2M 0.07% -17 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,273 shares; 2025Q2: 17,013 shares; 2025Q3: 16,045 shares; 2025Q4: 24,832 shares; 2026Q1: 24,739 shares 24,739 $1.19M 0.07% -93 Timeline IUSG 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: 7,375 shares; 2024Q4: 7,461 shares; 2025Q1: 7,463 shares; 2025Q2: 7,435 shares; 2025Q3: 7,970 shares; 2025Q4: 7,737 shares; 2026Q1: 7,659 shares 7,659 $1.19M 0.07% -78 Timeline HYMB 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: 15,921 shares; 2024Q4: 15,932 shares; 2025Q1: 41,317 shares; 2025Q2: 42,293 shares; 2025Q3: 43,509 shares; 2025Q4: 49,151 shares; 2026Q1: 47,493 shares 47,493 $1.18M 0.06% -1,658 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,551 shares; 2025Q1: 31,169 shares; 2025Q2: 28,713 shares; 2025Q3: 28,034 shares; 2025Q4: 35,699 shares; 2026Q1: 35,334 shares 35,334 $1.15M 0.06% -365 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 4,698 shares; 2025Q1: 4,817 shares; 2025Q2: 4,071 shares; 2025Q3: 4,343 shares; 2025Q4: 4,559 shares; 2026Q1: 4,097 shares 4,097 $1.14M 0.06% -462 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: 1,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: 2,034 shares; 2025Q4: 5,449 shares; 2026Q1: 5,590 shares 5,590 $1.14M 0.06% +141 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: not reported; 2024Q4: not reported; 2025Q1: 508 shares; 2025Q2: 533 shares; 2025Q3: 559 shares; 2025Q4: 2,139 shares; 2026Q1: 2,280 shares 2,280 $1.13M 0.06% +141 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,468 shares; 2025Q1: 25,626 shares; 2025Q2: 30,063 shares; 2025Q3: 32,562 shares; 2025Q4: 33,045 shares; 2026Q1: 36,265 shares 36,265 $1.12M 0.06% +3,220 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,372 shares; 2024Q4: 14,047 shares; 2025Q1: 14,198 shares; 2025Q2: 11,488 shares; 2025Q3: 10,918 shares; 2025Q4: 17,883 shares; 2026Q1: 18,027 shares 18,027 $1.1M 0.06% +144 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: 13,403 shares; 2024Q4: 13,090 shares; 2025Q1: 12,848 shares; 2025Q2: 10,521 shares; 2025Q3: 10,467 shares; 2025Q4: 9,479 shares; 2026Q1: 16,093 shares 16,093 $1.09M 0.06% +6,614 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: 1,656 shares; 2025Q3: 2,021 shares; 2025Q4: 2,512 shares; 2026Q1: 3,179 shares 3,179 $1.07M 0.06% +667 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,043 shares; 2024Q4: 9,343 shares; 2025Q1: 10,845 shares; 2025Q2: 11,241 shares; 2025Q3: 11,189 shares; 2025Q4: 11,190 shares; 2026Q1: 11,215 shares 11,215 $1.07M 0.06% +25 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 11,661 shares; 2025Q1: 13,359 shares; 2025Q2: 15,153 shares; 2025Q3: 6,260 shares; 2025Q4: 11,708 shares; 2026Q1: 11,340 shares 11,340 $1.07M 0.06% -368 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: 710 shares; 2024Q4: 730 shares; 2025Q1: 854 shares; 2025Q2: 838 shares; 2025Q3: 711 shares; 2025Q4: 1,185 shares; 2026Q1: 1,181 shares 1,181 $1.06M 0.06% -4 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: 3,795 shares; 2024Q4: 3,895 shares; 2025Q1: 4,291 shares; 2025Q2: 4,135 shares; 2025Q3: 4,136 shares; 2025Q4: 4,440 shares; 2026Q1: 5,017 shares 5,017 $1.04M 0.06% +577 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: 53,923 shares; 2026Q1: 53,923 shares 53,923 $1.04M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,532 shares; 2025Q2: 6,519 shares; 2025Q3: 6,520 shares; 2025Q4: 6,636 shares; 2026Q1: 3,207 shares 3,207 $1.04M 0.06% -3,429 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: 8,650 shares; 2024Q4: 8,739 shares; 2025Q1: 10,018 shares; 2025Q2: 9,969 shares; 2025Q3: 10,234 shares; 2025Q4: 13,298 shares; 2026Q1: 11,052 shares 11,052 $1.03M 0.06% -2,246 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: 2,807 shares; 2024Q4: 2,994 shares; 2025Q1: 3,044 shares; 2025Q2: 3,798 shares; 2025Q3: 3,899 shares; 2025Q4: 7,701 shares; 2026Q1: 7,691 shares 7,691 $1.02M 0.06% -10 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,253 shares; 2025Q2: 1,259 shares; 2025Q3: 1,256 shares; 2025Q4: 5,923 shares; 2026Q1: 5,956 shares 5,956 $1.01M 0.06% +33 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,713 shares; 2024Q4: 12,074 shares; 2025Q1: 15,220 shares; 2025Q2: 19,867 shares; 2025Q3: 20,605 shares; 2025Q4: 20,337 shares; 2026Q1: 22,218 shares 22,218 $1M 0.05% +1,881 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: 1,792 shares; 2025Q3: 1,783 shares; 2025Q4: 5,472 shares; 2026Q1: 5,466 shares 5,466 $997K 0.05% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,338 shares 6,338 $997K 0.05% new 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: 5,878 shares; 2024Q4: 5,897 shares; 2025Q1: 6,171 shares; 2025Q2: 6,176 shares; 2025Q3: 6,150 shares; 2025Q4: 6,398 shares; 2026Q1: 6,850 shares 6,850 $995K 0.05% +452 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 911 shares 911 $994K 0.05% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 614 shares; 2026Q1: 669 shares 669 $985K 0.05% +55 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: 4,881 shares 4,881 $963K 0.05% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,486 shares; 2025Q1: 1,634 shares; 2025Q2: 1,719 shares; 2025Q3: 1,460 shares; 2025Q4: 2,404 shares; 2026Q1: 2,303 shares 2,303 $960K 0.05% -101 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: 6,066 shares; 2026Q1: 6,630 shares 6,630 $958K 0.05% +564 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,496 shares; 2026Q1: 21,719 shares 21,719 $958K 0.05% +2,223 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,513 shares; 2024Q4: 11,096 shares; 2025Q1: 12,262 shares; 2025Q2: 10,154 shares; 2025Q3: 10,477 shares; 2025Q4: 11,046 shares; 2026Q1: 10,070 shares 10,070 $956K 0.05% -976 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: 4,752 shares; 2024Q4: not reported; 2025Q1: 4,488 shares; 2025Q2: 4,624 shares; 2025Q3: 4,726 shares; 2025Q4: 14,489 shares; 2026Q1: 14,286 shares 14,286 $943K 0.05% -203 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: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,782 shares; 2025Q3: 2,776 shares; 2025Q4: 4,945 shares; 2026Q1: 5,575 shares 5,575 $922K 0.05% +630 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,363 shares; 2025Q2: 10,883 shares; 2025Q3: 12,515 shares; 2025Q4: 24,429 shares; 2026Q1: 25,178 shares 25,178 $917K 0.05% +749 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: 3,345 shares; 2025Q2: 3,196 shares; 2025Q3: 3,517 shares; 2025Q4: 7,022 shares; 2026Q1: 7,933 shares 7,933 $900K 0.05% +911 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,023 shares; 2024Q4: 11,632 shares; 2025Q1: 12,691 shares; 2025Q2: 13,308 shares; 2025Q3: 13,421 shares; 2025Q4: 13,340 shares; 2026Q1: 19,056 shares 19,056 $866K 0.05% +5,716 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,877 shares; 2024Q4: 10,294 shares; 2025Q1: 9,958 shares; 2025Q2: 9,324 shares; 2025Q3: 10,840 shares; 2025Q4: 11,262 shares; 2026Q1: 11,270 shares 11,270 $864K 0.05% +8 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 15,659 shares; 2025Q1: 11,920 shares; 2025Q2: 9,807 shares; 2025Q3: 9,715 shares; 2025Q4: 8,792 shares; 2026Q1: 7,583 shares 7,583 $844K 0.05% -1,209 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: 2,130 shares; 2024Q4: 2,380 shares; 2025Q1: 3,664 shares; 2025Q2: 3,193 shares; 2025Q3: 3,349 shares; 2025Q4: 3,978 shares; 2026Q1: 4,224 shares 4,224 $815K 0.04% +246 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: 514 shares; 2024Q4: 706 shares; 2025Q1: 961 shares; 2025Q2: 894 shares; 2025Q3: 893 shares; 2025Q4: 1,095 shares; 2026Q1: 951 shares 951 $805K 0.04% -144 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: 2,931 shares; 2024Q4: 2,973 shares; 2025Q1: 3,335 shares; 2025Q2: 3,404 shares; 2025Q3: 3,498 shares; 2025Q4: 4,051 shares; 2026Q1: 4,026 shares 4,026 $782K 0.04% -25 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,800 shares; 2025Q1: 2,541 shares; 2025Q2: 2,507 shares; 2025Q3: 2,600 shares; 2025Q4: 3,453 shares; 2026Q1: 3,307 shares 3,307 $781K 0.04% -146 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,330 shares; 2025Q1: 3,475 shares; 2025Q2: 4,513 shares; 2025Q3: 4,523 shares; 2025Q4: 11,101 shares; 2026Q1: 9,802 shares 9,802 $780K 0.04% -1,299 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,825 shares; 2025Q1: 2,339 shares; 2025Q2: 2,458 shares; 2025Q3: 3,273 shares; 2025Q4: 3,408 shares; 2026Q1: 2,722 shares 2,722 $772K 0.04% -686 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,172 shares; 2025Q2: 8,875 shares; 2025Q3: 8,529 shares; 2025Q4: 11,925 shares; 2026Q1: 11,745 shares 11,745 $772K 0.04% -180 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: not reported; 2025Q2: 545 shares; 2025Q3: 592 shares; 2025Q4: 801 shares; 2026Q1: 877 shares 877 $766K 0.04% +76 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: 2,375 shares; 2024Q4: 2,372 shares; 2025Q1: 2,696 shares; 2025Q2: 2,608 shares; 2025Q3: 2,612 shares; 2025Q4: 2,901 shares; 2026Q1: 3,362 shares 3,362 $760K 0.04% +461 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,094 shares; 2025Q4: 5,889 shares; 2026Q1: 7,321 shares 7,321 $760K 0.04% +1,432 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,957 shares; 2025Q1: 3,200 shares; 2025Q2: 3,118 shares; 2025Q3: 3,237 shares; 2025Q4: 4,859 shares; 2026Q1: 4,615 shares 4,615 $760K 0.04% -244 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: 5,699 shares; 2024Q4: 5,780 shares; 2025Q1: 6,795 shares; 2025Q2: 6,059 shares; 2025Q3: 5,888 shares; 2025Q4: 7,748 shares; 2026Q1: 7,826 shares 7,826 $754K 0.04% +78 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: 6,474 shares; 2024Q4: 6,696 shares; 2025Q1: 8,507 shares; 2025Q2: 7,685 shares; 2025Q3: 8,163 shares; 2025Q4: 9,487 shares; 2026Q1: 9,424 shares 9,424 $750K 0.04% -63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,784 shares; 2026Q1: 7,633 shares 7,633 $742K 0.04% +849 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: 1,026 shares; 2024Q4: 1,031 shares; 2025Q1: 1,158 shares; 2025Q2: 1,180 shares; 2025Q3: 1,156 shares; 2025Q4: 1,336 shares; 2026Q1: 1,313 shares 1,313 $740K 0.04% -23 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: not reported; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 492 shares; 2025Q3: 485 shares; 2025Q4: 1,097 shares; 2026Q1: 1,070 shares 1,070 $730K 0.04% -27 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: not reported; 2024Q4: not reported; 2025Q1: 5,071 shares; 2025Q2: 8,037 shares; 2025Q3: 7,869 shares; 2025Q4: 9,434 shares; 2026Q1: 11,967 shares 11,967 $726K 0.04% +2,533 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: 929 shares; 2024Q4: 1,056 shares; 2025Q1: 1,723 shares; 2025Q2: 1,409 shares; 2025Q3: 1,426 shares; 2025Q4: 4,262 shares; 2026Q1: 3,864 shares 3,864 $721K 0.04% -398 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: 1,900 shares; 2024Q4: 1,939 shares; 2025Q1: 2,455 shares; 2025Q2: 2,324 shares; 2025Q3: 2,358 shares; 2025Q4: 2,361 shares; 2026Q1: 2,338 shares 2,338 $707K 0.04% -23 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 5,320 shares; 2025Q1: 5,320 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares; 2025Q4: 5,320 shares; 2026Q1: 5,320 shares 5,320 $696K 0.04% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,174 shares; 2024Q4: 8,300 shares; 2025Q1: 8,582 shares; 2025Q2: 7,033 shares; 2025Q3: 7,063 shares; 2025Q4: 7,063 shares; 2026Q1: 7,075 shares 7,075 $693K 0.04% +12 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: 8,965 shares; 2024Q4: 9,118 shares; 2025Q1: 12,859 shares; 2025Q2: 12,599 shares; 2025Q3: 12,722 shares; 2025Q4: 16,480 shares; 2026Q1: 16,581 shares 16,581 $681K 0.04% +101 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 12,500 shares; 2025Q1: 12,848 shares; 2025Q2: 10,917 shares; 2025Q3: 10,495 shares; 2025Q4: 12,654 shares; 2026Q1: 13,847 shares 13,847 $679K 0.04% +1,193 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 2,769 shares; 2025Q1: 6,373 shares; 2025Q2: 4,835 shares; 2025Q3: 4,694 shares; 2025Q4: 5,983 shares; 2026Q1: 5,641 shares 5,641 $674K 0.04% -342 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,494 shares; 2024Q4: 11,639 shares; 2025Q1: 11,262 shares; 2025Q2: 7,969 shares; 2025Q3: 8,365 shares; 2025Q4: 6,776 shares; 2026Q1: 6,089 shares 6,089 $664K 0.04% -687 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,636 shares; 2025Q1: 1,923 shares; 2025Q2: 1,654 shares; 2025Q3: 2,063 shares; 2025Q4: 2,564 shares; 2026Q1: 3,340 shares 3,340 $661K 0.04% +776 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,057 shares; 2025Q4: 2,676 shares; 2026Q1: 2,432 shares 2,432 $658K 0.04% -244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,699 shares; 2026Q1: 4,081 shares 4,081 $654K 0.04% +382 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,984 shares; 2025Q3: 4,361 shares; 2025Q4: 4,921 shares; 2026Q1: 4,776 shares 4,776 $649K 0.04% -145 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,525 shares; 2026Q1: 1,986 shares 1,986 $647K 0.04% +461 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: 896 shares; 2024Q4: 1,007 shares; 2025Q1: 1,342 shares; 2025Q2: 813 shares; 2025Q3: 782 shares; 2025Q4: 1,850 shares; 2026Q1: 1,830 shares 1,830 $644K 0.04% -20 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,755 shares; 2025Q3: 3,758 shares; 2025Q4: 5,742 shares; 2026Q1: 5,728 shares 5,728 $644K 0.04% -14 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: 3,015 shares; 2024Q4: 3,044 shares; 2025Q1: 5,989 shares; 2025Q2: 5,987 shares; 2025Q3: 5,811 shares; 2025Q4: 5,762 shares; 2026Q1: 5,662 shares 5,662 $640K 0.04% -100 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: not reported; 2024Q4: not reported; 2025Q1: 547 shares; 2025Q2: 505 shares; 2025Q3: not reported; 2025Q4: 1,607 shares; 2026Q1: 1,432 shares 1,432 $639K 0.04% -175 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: 2,996 shares; 2024Q4: 3,014 shares; 2025Q1: 3,005 shares; 2025Q2: 3,001 shares; 2025Q3: 2,853 shares; 2025Q4: 2,836 shares; 2026Q1: 2,837 shares 2,837 $637K 0.03% +1 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,161 shares; 2024Q4: 19,850 shares; 2025Q1: 16,661 shares; 2025Q2: 22,959 shares; 2025Q3: 22,901 shares; 2025Q4: 23,337 shares; 2026Q1: 25,340 shares 25,340 $635K 0.03% +2,003 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I 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: 71,043 shares; 2026Q1: 73,923 shares 73,923 $630K 0.03% +2,880 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,040 shares; 2024Q4: 11,304 shares; 2025Q1: 11,770 shares; 2025Q2: 10,050 shares; 2025Q3: 10,924 shares; 2025Q4: 10,948 shares; 2026Q1: 10,972 shares 10,972 $621K 0.03% +24 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,040 shares; 2025Q2: 6,681 shares; 2025Q3: 6,784 shares; 2025Q4: 8,588 shares; 2026Q1: 8,477 shares 8,477 $613K 0.03% -111 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares 985 $608K 0.03% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,027 shares; 2026Q1: 4,781 shares 4,781 $604K 0.03% -246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 822 shares; 2025Q4: 5,136 shares; 2026Q1: 5,653 shares 5,653 $591K 0.03% +517 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,511 shares; 2026Q1: 1,488 shares 1,488 $590K 0.03% -23 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,398 shares; 2025Q2: 1,444 shares; 2025Q3: 1,410 shares; 2025Q4: 1,679 shares; 2026Q1: 1,474 shares 1,474 $587K 0.03% -205 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: 868 shares; 2024Q4: 1,091 shares; 2025Q1: 1,255 shares; 2025Q2: 1,237 shares; 2025Q3: 1,240 shares; 2025Q4: 1,764 shares; 2026Q1: 1,630 shares 1,630 $583K 0.03% -134 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,498 shares 1,498 $582K 0.03% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,305 shares; 2025Q2: 13,028 shares; 2025Q3: 11,947 shares; 2025Q4: 20,595 shares; 2026Q1: 23,939 shares 23,939 $581K 0.03% +3,344 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,231 shares; 2025Q1: 1,234 shares; 2025Q2: 1,235 shares; 2025Q3: 1,243 shares; 2025Q4: 1,240 shares; 2026Q1: 1,242 shares 1,242 $575K 0.03% +2 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: 4,557 shares; 2024Q4: 4,950 shares; 2025Q1: 6,495 shares; 2025Q2: 6,366 shares; 2025Q3: 6,308 shares; 2025Q4: 6,838 shares; 2026Q1: 6,863 shares 6,863 $574K 0.03% +25 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: not reported; 2024Q4: 319 shares; 2025Q1: 632 shares; 2025Q2: 649 shares; 2025Q3: 728 shares; 2025Q4: 1,501 shares; 2026Q1: 1,287 shares 1,287 $556K 0.03% -214 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: 13,833 shares; 2024Q4: 14,627 shares; 2025Q1: 17,407 shares; 2025Q2: 17,781 shares; 2025Q3: 17,312 shares; 2025Q4: 19,210 shares; 2026Q1: 19,296 shares 19,296 $554K 0.03% +86 Timeline EMLC 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: 7,953 shares; 2024Q4: not reported; 2025Q1: 16,951 shares; 2025Q2: 16,122 shares; 2025Q3: 14,889 shares; 2025Q4: 22,644 shares; 2026Q1: 22,003 shares 22,003 $552K 0.03% -641 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,375 shares; 2025Q1: 2,474 shares; 2025Q2: 2,208 shares; 2025Q3: 2,438 shares; 2025Q4: 2,722 shares; 2026Q1: 2,767 shares 2,767 $549K 0.03% +45 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: not reported; 2025Q3: not reported; 2025Q4: 2,577 shares; 2026Q1: 2,523 shares 2,523 $539K 0.03% -54 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: 2,428 shares; 2024Q4: not reported; 2025Q1: 3,029 shares; 2025Q2: 2,922 shares; 2025Q3: 3,184 shares; 2025Q4: 3,839 shares; 2026Q1: 4,069 shares 4,069 $537K 0.03% +230 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 2,346 shares; 2025Q1: 2,415 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares; 2025Q4: 2,861 shares; 2026Q1: 2,900 shares 2,900 $534K 0.03% +39 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: 2,467 shares; 2025Q3: not reported; 2025Q4: 4,777 shares; 2026Q1: 5,395 shares 5,395 $531K 0.03% +618 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 3,701 shares 3,701 $530K 0.03% new Timeline PRF 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: 15,387 shares; 2024Q4: 12,906 shares; 2025Q1: 13,349 shares; 2025Q2: 11,632 shares; 2025Q3: 11,618 shares; 2025Q4: 11,063 shares; 2026Q1: 11,042 shares 11,042 $525K 0.03% -21 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,234 shares 10,234 $524K 0.03% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,871 shares; 2024Q4: 11,537 shares; 2025Q1: 10,390 shares; 2025Q2: 10,299 shares; 2025Q3: 10,305 shares; 2025Q4: 11,038 shares; 2026Q1: 10,300 shares 10,300 $523K 0.03% -738 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,117 shares 7,117 $516K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,327 shares; 2025Q4: 2,118 shares; 2026Q1: 2,106 shares 2,106 $514K 0.03% -12 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,891 shares; 2025Q1: 14,486 shares; 2025Q2: 14,606 shares; 2025Q3: 14,647 shares; 2025Q4: 18,806 shares; 2026Q1: 18,546 shares 18,546 $512K 0.03% -260 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: not reported; 2024Q4: 1,263 shares; 2025Q1: 2,570 shares; 2025Q2: 2,053 shares; 2025Q3: 2,433 shares; 2025Q4: 2,870 shares; 2026Q1: 2,917 shares 2,917 $503K 0.03% +47 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: 7,255 shares; 2024Q4: 5,360 shares; 2025Q1: 5,358 shares; 2025Q2: 4,296 shares; 2025Q3: 4,245 shares; 2025Q4: 4,231 shares; 2026Q1: 3,546 shares 3,546 $501K 0.03% -685 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: not reported; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,416 shares; 2025Q3: 2,417 shares; 2025Q4: 4,066 shares; 2026Q1: 3,810 shares 3,810 $499K 0.03% -256 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: 8,232 shares; 2024Q4: 9,561 shares; 2025Q1: 9,646 shares; 2025Q2: 9,710 shares; 2025Q3: 9,956 shares; 2025Q4: 9,956 shares; 2026Q1: 10,048 shares 10,048 $496K 0.03% +92 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 8,344 shares; 2025Q1: 24,753 shares; 2025Q2: 18,841 shares; 2025Q3: 18,972 shares; 2025Q4: 28,346 shares; 2026Q1: 20,419 shares 20,419 $496K 0.03% -7,927 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: 2,003 shares; 2024Q4: 2,593 shares; 2025Q1: 3,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,967 shares 3,967 $493K 0.03% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 6,167 shares; 2025Q1: 6,216 shares; 2025Q2: 6,118 shares; 2025Q3: 5,047 shares; 2025Q4: 4,993 shares; 2026Q1: 4,635 shares 4,635 $491K 0.03% -358 Timeline FBT 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: 2,410 shares; 2024Q4: 2,417 shares; 2025Q1: 2,417 shares; 2025Q2: 2,417 shares; 2025Q3: 2,417 shares; 2025Q4: 2,417 shares; 2026Q1: 2,417 shares 2,417 $485K 0.03% 0 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: 4,301 shares; 2024Q4: 3,952 shares; 2025Q1: 4,550 shares; 2025Q2: 4,304 shares; 2025Q3: 4,254 shares; 2025Q4: 9,236 shares; 2026Q1: 9,159 shares 9,159 $484K 0.03% -77 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,905 shares; 2026Q1: 8,033 shares 8,033 $482K 0.03% +128 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,913 shares; 2025Q1: 2,246 shares; 2025Q2: 2,161 shares; 2025Q3: 2,115 shares; 2025Q4: 2,422 shares; 2026Q1: 2,601 shares 2,601 $474K 0.03% +179 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,506 shares; 2024Q4: 10,545 shares; 2025Q1: 4,663 shares; 2025Q2: 4,099 shares; 2025Q3: 3,545 shares; 2025Q4: 3,554 shares; 2026Q1: 3,573 shares 3,573 $472K 0.03% +19 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,747 shares; 2025Q3: 9,482 shares; 2025Q4: 12,179 shares; 2026Q1: 12,179 shares 12,179 $468K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,237 shares 9,237 $466K 0.03% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,715 shares; 2025Q2: 8,704 shares; 2025Q3: 8,692 shares; 2025Q4: 10,192 shares; 2026Q1: 10,170 shares 10,170 $464K 0.03% -22 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,985 shares; 2025Q2: 4,992 shares; 2025Q3: 5,118 shares; 2025Q4: 9,085 shares; 2026Q1: 9,150 shares 9,150 $464K 0.03% +65 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,228 shares; 2025Q2: 11,972 shares; 2025Q3: 10,342 shares; 2025Q4: 16,518 shares; 2026Q1: 9,236 shares 9,236 $461K 0.03% -7,282 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,391 shares; 2025Q2: 15,034 shares; 2025Q3: 14,428 shares; 2025Q4: 21,872 shares; 2026Q1: 21,652 shares 21,652 $458K 0.03% -220 Timeline VLUE 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: 2,996 shares; 2024Q4: 2,997 shares; 2025Q1: 3,082 shares; 2025Q2: 3,224 shares; 2025Q3: 3,161 shares; 2025Q4: 3,236 shares; 2026Q1: 3,206 shares 3,206 $456K 0.02% -30 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: not reported; 2025Q4: 3,189 shares; 2026Q1: 3,185 shares 3,185 $444K 0.02% -4 Timeline IGPT 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: 7,763 shares; 2024Q4: 7,701 shares; 2025Q1: 7,701 shares; 2025Q2: 7,626 shares; 2025Q3: 7,626 shares; 2025Q4: 7,626 shares; 2026Q1: 7,626 shares 7,626 $443K 0.02% 0 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716,622 shares; 2024Q4: 709,292 shares; 2025Q1: 702,089 shares; 2025Q2: 696,693 shares; 2025Q3: 11,892 shares; 2025Q4: 9,346 shares; 2026Q1: 9,233 shares 9,233 $441K 0.02% -113 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,311 shares; 2025Q2: 1,258 shares; 2025Q3: 1,314 shares; 2025Q4: 1,444 shares; 2026Q1: 1,381 shares 1,381 $439K 0.02% -63 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,008 shares; 2025Q2: 1,989 shares; 2025Q3: 1,909 shares; 2025Q4: 2,326 shares; 2026Q1: 2,316 shares 2,316 $439K 0.02% -10 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,187 shares; 2026Q1: 34,928 shares 34,928 $437K 0.02% -24,259 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,659 shares; 2024Q4: 13,149 shares; 2025Q1: 13,200 shares; 2025Q2: 12,457 shares; 2025Q3: 12,318 shares; 2025Q4: 12,076 shares; 2026Q1: 12,063 shares 12,063 $434K 0.02% -13 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: 3,688 shares; 2024Q4: 3,709 shares; 2025Q1: 4,784 shares; 2025Q2: 4,581 shares; 2025Q3: 4,621 shares; 2025Q4: 4,818 shares; 2026Q1: 4,803 shares 4,803 $430K 0.02% -15 Timeline HYXF 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: 7,463 shares; 2025Q3: 8,260 shares; 2025Q4: 8,516 shares; 2026Q1: 9,235 shares 9,235 $428K 0.02% +719 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,996 shares; 2026Q1: 3,580 shares 3,580 $425K 0.02% +584 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,874 shares; 2024Q4: 11,954 shares; 2025Q1: 11,878 shares; 2025Q2: 11,981 shares; 2025Q3: 10,843 shares; 2025Q4: 10,930 shares; 2026Q1: 11,018 shares 11,018 $424K 0.02% +88 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: 1,844 shares; 2024Q4: 2,050 shares; 2025Q1: 2,235 shares; 2025Q2: 2,120 shares; 2025Q3: 1,855 shares; 2025Q4: 2,075 shares; 2026Q1: 2,132 shares 2,132 $423K 0.02% +57 Timeline PJP 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: 4,053 shares; 2024Q4: 4,055 shares; 2025Q1: 4,057 shares; 2025Q2: 4,059 shares; 2025Q3: 4,061 shares; 2025Q4: 4,063 shares; 2026Q1: 4,065 shares 4,065 $422K 0.02% +2 Timeline USIG 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: 4,740 shares; 2025Q3: 4,769 shares; 2025Q4: 8,263 shares; 2026Q1: 8,219 shares 8,219 $421K 0.02% -44 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: 3,372 shares; 2024Q4: 3,355 shares; 2025Q1: 3,337 shares; 2025Q2: 3,382 shares; 2025Q3: 2,858 shares; 2025Q4: 2,961 shares; 2026Q1: 3,038 shares 3,038 $413K 0.02% +77 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: 513 shares; 2025Q4: 560 shares; 2026Q1: 559 shares 559 $413K 0.02% -1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,891 shares; 2026Q1: 4,180 shares 4,180 $408K 0.02% +1,289 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: 3,494 shares; 2026Q1: 3,525 shares 3,525 $407K 0.02% +31 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,304 shares; 2025Q4: 7,715 shares; 2026Q1: 7,634 shares 7,634 $397K 0.02% -81 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,712 shares; 2025Q2: 1,229 shares; 2025Q3: 1,243 shares; 2025Q4: 1,415 shares; 2026Q1: 1,376 shares 1,376 $395K 0.02% -39 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,098 shares; 2024Q4: 7,165 shares; 2025Q1: 7,292 shares; 2025Q2: 7,253 shares; 2025Q3: 5,850 shares; 2025Q4: 9,149 shares; 2026Q1: 8,620 shares 8,620 $395K 0.02% -529 Timeline SPYD 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: 8,184 shares; 2024Q4: 8,331 shares; 2025Q1: 8,434 shares; 2025Q2: 8,348 shares; 2025Q3: 8,442 shares; 2025Q4: 8,455 shares; 2026Q1: 8,546 shares 8,546 $389K 0.02% +91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,959 shares; 2026Q1: 4,173 shares 4,173 $388K 0.02% +214 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,443 shares; 2026Q1: 1,563 shares 1,563 $386K 0.02% +120 Timeline IUSV 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: 3,410 shares; 2024Q4: 3,549 shares; 2025Q1: 3,557 shares; 2025Q2: 3,373 shares; 2025Q3: 4,226 shares; 2025Q4: 3,811 shares; 2026Q1: 3,750 shares 3,750 $383K 0.02% -61 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: 2,976 shares; 2024Q4: 2,979 shares; 2025Q1: 2,983 shares; 2025Q2: 2,988 shares; 2025Q3: 3,053 shares; 2025Q4: 4,041 shares; 2026Q1: 4,127 shares 4,127 $373K 0.02% +86 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: not reported; 2024Q4: not reported; 2025Q1: 3,248 shares; 2025Q2: 3,075 shares; 2025Q3: 3,061 shares; 2025Q4: 3,313 shares; 2026Q1: 3,958 shares 3,958 $372K 0.02% +645 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,378 shares; 2026Q1: 1,616 shares 1,616 $371K 0.02% +238 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,256 shares; 2026Q1: 7,183 shares 7,183 $369K 0.02% -1,073 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,717 shares; 2026Q1: 2,781 shares 2,781 $364K 0.02% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,238 shares; 2026Q1: 2,376 shares 2,376 $363K 0.02% +138 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,045 shares; 2025Q2: 4,084 shares; 2025Q3: 4,050 shares; 2025Q4: 6,560 shares; 2026Q1: 4,908 shares 4,908 $357K 0.02% -1,652 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,471 shares; 2025Q2: 3,805 shares; 2025Q3: 3,699 shares; 2025Q4: 4,115 shares; 2026Q1: 3,907 shares 3,907 $357K 0.02% -208 Timeline EBND 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: 16,092 shares; 2025Q2: 16,059 shares; 2025Q3: 15,459 shares; 2025Q4: 17,492 shares; 2026Q1: 17,178 shares 17,178 $355K 0.02% -314 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,187 shares; 2025Q4: 6,655 shares; 2026Q1: 6,789 shares 6,789 $354K 0.02% +134 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: 345 shares; 2025Q1: 391 shares; 2025Q2: 357 shares; 2025Q3: 358 shares; 2025Q4: 363 shares; 2026Q1: 367 shares 367 $353K 0.02% +4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,262 shares; 2026Q1: 5,555 shares 5,555 $343K 0.02% +293 Timeline FDN 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: 1,363 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares 1,462 $342K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,352 shares; 2026Q1: 1,717 shares 1,717 $339K 0.02% +365 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,705 shares; 2024Q4: 12,379 shares; 2025Q1: 12,338 shares; 2025Q2: 12,434 shares; 2025Q3: 12,522 shares; 2025Q4: 12,694 shares; 2026Q1: 12,694 shares 12,694 $339K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,885 shares; 2026Q1: 2,975 shares 2,975 $337K 0.02% +90 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: not reported; 2024Q4: not reported; 2025Q1: 858 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares; 2026Q1: 1,383 shares 1,383 $336K 0.02% +144 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,160 shares; 2025Q2: 1,130 shares; 2025Q3: 1,123 shares; 2025Q4: 1,292 shares; 2026Q1: 1,287 shares 1,287 $335K 0.02% -5 Timeline BP BP PLC More: the full row for BP 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: 7,369 shares; 2026Q1: 7,091 shares 7,091 $333K 0.02% -278 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 3,763 shares; 2025Q3: 3,763 shares; 2025Q4: 3,891 shares; 2026Q1: 3,895 shares 3,895 $326K 0.02% +4 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: not reported; 2025Q4: 825 shares; 2026Q1: 826 shares 826 $324K 0.02% +1 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: 1,559 shares; 2024Q4: 1,560 shares; 2025Q1: 2,124 shares; 2025Q2: 1,395 shares; 2025Q3: 1,664 shares; 2025Q4: 2,372 shares; 2026Q1: 2,512 shares 2,512 $324K 0.02% +140 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 5,979 shares; 2025Q1: 6,057 shares; 2025Q2: 6,060 shares; 2025Q3: 6,063 shares; 2025Q4: 6,067 shares; 2026Q1: 6,069 shares 6,069 $319K 0.02% +2 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 4,185 shares; 2025Q1: 4,190 shares; 2025Q2: 4,226 shares; 2025Q3: 4,231 shares; 2025Q4: 4,235 shares; 2026Q1: 4,241 shares 4,241 $319K 0.02% +6 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,435 shares; 2025Q2: 3,548 shares; 2025Q3: 3,483 shares; 2025Q4: 4,659 shares; 2026Q1: 4,429 shares 4,429 $318K 0.02% -230 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY 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: 930 shares; 2025Q3: 866 shares; 2025Q4: 1,320 shares; 2026Q1: 996 shares 996 $318K 0.02% -324 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,070 shares; 2025Q4: 2,134 shares; 2026Q1: 2,142 shares 2,142 $317K 0.02% +8 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: not reported; 2024Q4: not reported; 2025Q1: 3,520 shares; 2025Q2: 3,683 shares; 2025Q3: 3,709 shares; 2025Q4: 3,709 shares; 2026Q1: 3,574 shares 3,574 $315K 0.02% -135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281 shares; 2026Q1: 320 shares 320 $314K 0.02% +39 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,127 shares; 2025Q2: 3,158 shares; 2025Q3: 3,228 shares; 2025Q4: 3,309 shares; 2026Q1: 3,328 shares 3,328 $313K 0.02% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,747 shares; 2026Q1: 3,053 shares 3,053 $312K 0.02% +306 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: 193 shares; 2025Q3: 170 shares; 2025Q4: 258 shares; 2026Q1: 269 shares 269 $312K 0.02% +11 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,020 shares; 2026Q1: 1,978 shares 1,978 $311K 0.02% -42 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,678 shares; 2026Q1: 2,644 shares 2,644 $311K 0.02% -34 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,378 shares; 2025Q2: 1,137 shares; 2025Q3: 1,492 shares; 2025Q4: 1,603 shares; 2026Q1: 1,905 shares 1,905 $310K 0.02% +302 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: 1,116 shares; 2024Q4: 1,200 shares; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,455 shares; 2025Q4: 1,551 shares; 2026Q1: 1,518 shares 1,518 $308K 0.02% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,618 shares 1,618 $307K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,799 shares; 2026Q1: 2,450 shares 2,450 $301K 0.02% +651 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares; 2026Q1: 346 shares 346 $299K 0.02% -5 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,349 shares 7,349 $299K 0.02% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 6,914 shares; 2025Q1: 6,959 shares; 2025Q2: 6,191 shares; 2025Q3: 6,191 shares; 2025Q4: 6,191 shares; 2026Q1: 6,191 shares 6,191 $299K 0.02% 0 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: not reported; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 2,664 shares; 2025Q4: 2,664 shares; 2026Q1: 2,664 shares 2,664 $299K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,033 shares; 2025Q2: 990 shares; 2025Q3: not reported; 2025Q4: 1,245 shares; 2026Q1: 1,691 shares 1,691 $293K 0.02% +446 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: 5,738 shares; 2024Q4: 4,311 shares; 2025Q1: 4,201 shares; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: 2,805 shares; 2026Q1: 3,801 shares 3,801 $293K 0.02% +996 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,388 shares; 2025Q1: 8,069 shares; 2025Q2: 8,707 shares; 2025Q3: 6,516 shares; 2025Q4: 7,902 shares; 2026Q1: 7,913 shares 7,913 $291K 0.02% +11 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares; 2025Q4: 2,145 shares; 2026Q1: 2,127 shares 2,127 $288K 0.02% -18 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,447 shares 1,447 $287K 0.02% +1 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 41 shares; 2025Q4: 68 shares; 2026Q1: 1,700 shares 1,700 $287K 0.02% +1,632 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE 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: 3,738 shares; 2026Q1: 3,528 shares 3,528 $286K 0.02% -210 Timeline XPO XPO INC More: the full row for XPO 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: 1,521 shares; 2026Q1: 1,467 shares 1,467 $285K 0.02% -54 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,243 shares; 2024Q4: 15,993 shares; 2025Q1: 15,603 shares; 2025Q2: 15,979 shares; 2025Q3: 16,854 shares; 2025Q4: 16,078 shares; 2026Q1: 16,078 shares 16,078 $285K 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,108 shares; 2025Q2: 5,592 shares; 2025Q3: 6,961 shares; 2025Q4: 8,384 shares; 2026Q1: 8,518 shares 8,518 $283K 0.02% +134 Timeline QXO QXO INC More: the full row for QXO 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: 11,434 shares; 2026Q1: 14,532 shares 14,532 $282K 0.02% +3,098 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: not reported; 2024Q4: not reported; 2025Q1: 1,221 shares; 2025Q2: 1,106 shares; 2025Q3: 1,116 shares; 2025Q4: 1,608 shares; 2026Q1: 1,618 shares 1,618 $277K 0.02% +10 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 812 shares; 2025Q2: 670 shares; 2025Q3: 624 shares; 2025Q4: 1,026 shares; 2026Q1: 987 shares 987 $274K 0.02% -39 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,760 shares; 2025Q2: 4,515 shares; 2025Q3: 4,670 shares; 2025Q4: not reported; 2026Q1: 5,450 shares 5,450 $271K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,501 shares; 2026Q1: 1,852 shares 1,852 $271K 0.01% +351 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,049 shares; 2026Q1: 2,467 shares 2,467 $271K 0.01% +418 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 583 shares; 2025Q2: 479 shares; 2025Q3: 592 shares; 2025Q4: 709 shares; 2026Q1: 715 shares 715 $270K 0.01% +6 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 669 shares; 2025Q3: 512 shares; 2025Q4: 1,167 shares; 2026Q1: 630 shares 630 $268K 0.01% -537 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,371 shares; 2026Q1: 3,576 shares 3,576 $266K 0.01% +205 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: not reported; 2024Q4: not reported; 2025Q1: 2,148 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,683 shares; 2026Q1: 3,097 shares 3,097 $264K 0.01% +414 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,258 shares; 2026Q1: 1,274 shares 1,274 $263K 0.01% +16 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,685 shares; 2026Q1: 3,618 shares 3,618 $263K 0.01% -67 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: not reported; 2024Q4: not reported; 2025Q1: 2,351 shares; 2025Q2: not reported; 2025Q3: 2,208 shares; 2025Q4: 2,891 shares; 2026Q1: 3,030 shares 3,030 $263K 0.01% +139 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: 782 shares; 2025Q3: 726 shares; 2025Q4: 835 shares; 2026Q1: 836 shares 836 $262K 0.01% +1 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 880 shares 880 $262K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares 1,045 $262K 0.01% new Timeline SPMB 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: 10,337 shares; 2024Q4: 11,603 shares; 2025Q1: 11,870 shares; 2025Q2: 10,572 shares; 2025Q3: 10,839 shares; 2025Q4: 10,839 shares; 2026Q1: 11,669 shares 11,669 $261K 0.01% +830 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 920 shares; 2025Q2: 853 shares; 2025Q3: 848 shares; 2025Q4: 845 shares; 2026Q1: 811 shares 811 $255K 0.01% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares; 2026Q1: 872 shares 872 $254K 0.01% +57 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,327 shares; 2024Q4: 12,249 shares; 2025Q1: 12,240 shares; 2025Q2: 12,231 shares; 2025Q3: 12,310 shares; 2025Q4: 12,350 shares; 2026Q1: 12,393 shares 12,393 $254K 0.01% +43 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 5,881 shares; 2025Q4: 5,881 shares; 2026Q1: 5,597 shares 5,597 $252K 0.01% -284 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,400 shares; 2026Q1: 1,393 shares 1,393 $251K 0.01% -7 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 693 shares; 2026Q1: 716 shares 716 $247K 0.01% +23 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 5,425 shares; 2025Q1: 5,500 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 10,327 shares; 2026Q1: 4,811 shares 4,811 $247K 0.01% -5,516 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. 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: 9,931 shares; 2026Q1: 9,449 shares 9,449 $246K 0.01% -482 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,216 shares; 2025Q1: 6,216 shares; 2025Q2: 5,318 shares; 2025Q3: 5,318 shares; 2025Q4: 5,318 shares; 2026Q1: 5,318 shares 5,318 $246K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 7,266 shares; 2025Q1: 7,256 shares; 2025Q2: 6,618 shares; 2025Q3: 6,621 shares; 2025Q4: 6,621 shares; 2026Q1: 7,286 shares 7,286 $244K 0.01% +665 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,045 shares; 2026Q1: 21,169 shares 21,169 $244K 0.01% +4,124 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,007 shares; 2026Q1: 3,061 shares 3,061 $243K 0.01% +54 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,403 shares; 2026Q1: 3,321 shares 3,321 $243K 0.01% -82 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,224 shares; 2026Q1: 3,457 shares 3,457 $240K 0.01% +233 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,757 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares 2,632 $239K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 735 shares; 2025Q2: 690 shares; 2025Q3: 682 shares; 2025Q4: 819 shares; 2026Q1: 746 shares 746 $239K 0.01% -73 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,135 shares 5,135 $239K 0.01% new Timeline HYLS 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: 6,126 shares; 2024Q4: 6,067 shares; 2025Q1: 6,008 shares; 2025Q2: 5,949 shares; 2025Q3: 5,949 shares; 2025Q4: 5,939 shares; 2026Q1: 5,876 shares 5,876 $238K 0.01% -63 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,157 shares; 2026Q1: 2,199 shares 2,199 $238K 0.01% +42 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,865 shares; 2026Q1: 5,870 shares 5,870 $236K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,522 shares; 2026Q1: 1,794 shares 1,794 $235K 0.01% +272 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,396 shares; 2025Q2: 4,381 shares; 2025Q3: 4,312 shares; 2025Q4: 3,750 shares; 2026Q1: 3,186 shares 3,186 $233K 0.01% -564 Timeline IYK 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: 3,284 shares; 2024Q4: 3,287 shares; 2025Q1: 3,288 shares; 2025Q2: 3,289 shares; 2025Q3: 3,291 shares; 2025Q4: 3,294 shares; 2026Q1: 3,295 shares 3,295 $231K 0.01% +1 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,532 shares; 2026Q1: 1,577 shares 1,577 $230K 0.01% +45 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,751 shares; 2025Q2: 8,599 shares; 2025Q3: 8,609 shares; 2025Q4: 8,597 shares; 2026Q1: 8,310 shares 8,310 $230K 0.01% -287 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,446 shares; 2025Q2: 3,401 shares; 2025Q3: 3,516 shares; 2025Q4: 3,856 shares; 2026Q1: 3,662 shares 3,662 $230K 0.01% -194 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,405 shares; 2026Q1: 5,573 shares 5,573 $227K 0.01% +168 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,902 shares; 2024Q4: 16,503 shares; 2025Q1: 16,489 shares; 2025Q2: 16,555 shares; 2025Q3: 16,619 shares; 2025Q4: 16,563 shares; 2026Q1: 16,628 shares 16,628 $227K 0.01% +65 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares 1,551 $226K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632 shares 632 $225K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,720 shares 1,720 $223K 0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,512 shares; 2026Q1: 8,535 shares 8,535 $223K 0.01% +23 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 599 shares; 2025Q1: 820 shares; 2025Q2: 752 shares; 2025Q3: 738 shares; 2025Q4: 1,944 shares; 2026Q1: 915 shares 915 $222K 0.01% -1,029 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,371 shares; 2025Q4: not reported; 2026Q1: 3,594 shares 3,594 $220K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 517 shares; 2025Q2: 551 shares; 2025Q3: 583 shares; 2025Q4: 697 shares; 2026Q1: 446 shares 446 $216K 0.01% -251 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 81 shares; 2025Q4: 66 shares; 2026Q1: 64 shares 64 $216K 0.01% -2 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 2,931 shares; 2025Q4: 2,929 shares; 2026Q1: 1,331 shares 1,331 $215K 0.01% -1,598 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,078 shares; 2025Q2: 4,088 shares; 2025Q3: not reported; 2025Q4: 6,172 shares; 2026Q1: 6,473 shares 6,473 $215K 0.01% +301 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares 705 $214K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,850 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares; 2025Q4: not reported; 2026Q1: 2,980 shares 2,980 $213K 0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 2,543 shares; 2025Q4: 1,412 shares; 2026Q1: 1,337 shares 1,337 $211K 0.01% -75 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares; 2026Q1: 193 shares 193 $211K 0.01% -50 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,543 shares; 2026Q1: 2,534 shares 2,534 $209K 0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,754 shares; 2025Q3: 1,728 shares; 2025Q4: 1,877 shares; 2026Q1: 1,378 shares 1,378 $209K 0.01% -499 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,543 shares; 2026Q1: 4,488 shares 4,488 $208K 0.01% -55 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 4,739 shares 4,739 $208K 0.01% new Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,970 shares; 2025Q2: 21,970 shares; 2025Q3: 21,970 shares; 2025Q4: 21,970 shares; 2026Q1: 21,970 shares 21,970 $207K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,323 shares; 2025Q2: 1,458 shares; 2025Q3: 1,470 shares; 2025Q4: 1,816 shares; 2026Q1: 1,751 shares 1,751 $207K 0.01% -65 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: 791 shares; 2025Q3: 730 shares; 2025Q4: not reported; 2026Q1: 749 shares 749 $206K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares; 2026Q1: 2,128 shares 2,128 $205K 0.01% +136 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,678 shares 6,678 $203K 0.01% new Timeline GVI 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: 1,885 shares; 2026Q1: 1,885 shares 1,885 $201K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,653 shares 1,653 $200K 0.01% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,534 shares; 2024Q4: 20,692 shares; 2025Q1: 20,855 shares; 2025Q2: 21,024 shares; 2025Q3: 20,323 shares; 2025Q4: 20,465 shares; 2026Q1: 20,610 shares 20,610 $181K 0.01% +145 Timeline FUSB FIRST US BANCSHARES INC More: the full row for FIRST US BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,493 shares; 2024Q4: 11,493 shares; 2025Q1: 11,493 shares; 2025Q2: 11,493 shares; 2025Q3: 11,493 shares; 2025Q4: 11,493 shares; 2026Q1: 11,493 shares 11,493 $176K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,999 shares; 2025Q2: 12,057 shares; 2025Q3: 12,057 shares; 2025Q4: 14,518 shares; 2026Q1: 15,572 shares 15,572 $176K 0.01% +1,054 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD 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: 11,264 shares; 2025Q3: 11,346 shares; 2025Q4: 11,430 shares; 2026Q1: 11,522 shares 11,522 $122K 0.01% +92 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,280 shares; 2024Q4: 14,315 shares; 2025Q1: 14,360 shares; 2025Q2: 13,600 shares; 2025Q3: 13,634 shares; 2025Q4: 12,967 shares; 2026Q1: 13,024 shares 13,024 $100K 0.01% +57 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,569 shares; 2024Q4: 13,538 shares; 2025Q1: 11,844 shares; 2025Q2: 11,675 shares; 2025Q3: 11,404 shares; 2025Q4: 11,353 shares; 2026Q1: 11,419 shares 11,419 $93.3K 0.01% +66 Timeline DLNG DYNAGAS LNG PARTNERS LP More: the full row for DYNAGAS LNG PARTNERS LP 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: 21,517 shares; 2026Q1: 21,517 shares 21,517 $92.1K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,316 shares; 2026Q1: 12,316 shares 12,316 $61.9K <0.01% 0 Timeline OABI OMNIAB INC More: the full row for OMNIAB 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: 11,311 shares 11,311 $17.8K <0.01% new Timeline SMRT SMARTRENT INC More: the full row for SMARTRENT 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: 10,886 shares 10,886 $16.3K <0.01% new Timeline