KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 3,501,433 shares; 2025Q4: 3,501,433 shares; 2026Q1: 3,501,433 shares 3,501,433 $280M 9.08% 0 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: 686,007 shares; 2024Q4: 582,753 shares; 2025Q1: 556,764 shares; 2025Q2: 559,536 shares; 2025Q3: 507,659 shares; 2025Q4: 476,954 shares; 2026Q1: 496,766 shares 496,766 $154M 4.98% +19,812 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: 555,463 shares; 2024Q4: 556,872 shares; 2025Q1: 562,224 shares; 2025Q2: 561,790 shares; 2025Q3: 568,554 shares; 2025Q4: 565,368 shares; 2026Q1: 565,829 shares 565,829 $144M 4.65% +461 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: 535,220 shares; 2024Q4: 833,355 shares; 2025Q1: 1,002,317 shares; 2025Q2: 1,049,818 shares; 2025Q3: 1,152,645 shares; 2025Q4: 1,140,302 shares; 2026Q1: 1,142,583 shares 1,142,583 $127M 4.1% +2,281 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: 468,612 shares; 2024Q4: 469,736 shares; 2025Q1: 480,632 shares; 2025Q2: 477,487 shares; 2025Q3: 482,231 shares; 2025Q4: 478,637 shares; 2026Q1: 482,055 shares 482,055 $105M 3.4% +3,418 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: 274,500 shares; 2024Q4: 275,970 shares; 2025Q1: 279,631 shares; 2025Q2: 275,091 shares; 2025Q3: 277,263 shares; 2025Q4: 274,842 shares; 2026Q1: 277,341 shares 277,341 $103M 3.33% +2,499 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: 339,481 shares; 2024Q4: 342,024 shares; 2025Q1: 344,604 shares; 2025Q2: 345,465 shares; 2025Q3: 343,510 shares; 2025Q4: 345,590 shares; 2026Q1: 342,320 shares 342,320 $101M 3.26% -3,270 Timeline SOXX 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: 301,936 shares; 2024Q4: 312,449 shares; 2025Q1: 319,441 shares; 2025Q2: 294,297 shares; 2025Q3: 299,953 shares; 2025Q4: 298,148 shares; 2026Q1: 301,410 shares 301,410 $99.1M 3.21% +3,262 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,201,671 shares; 2024Q4: 2,239,192 shares; 2025Q1: 2,449,581 shares; 2025Q2: 2,186,562 shares; 2025Q3: 2,087,886 shares; 2025Q4: 2,150,661 shares; 2026Q1: 1,925,899 shares 1,925,899 $97.5M 3.16% -224,762 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: 474,933 shares; 2024Q4: 469,751 shares; 2025Q1: 475,778 shares; 2025Q2: 473,231 shares; 2025Q3: 786,883 shares; 2025Q4: 777,961 shares; 2026Q1: 785,160 shares 785,160 $94.4M 3.06% +7,199 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: 86,105 shares; 2024Q4: 87,190 shares; 2025Q1: 87,990 shares; 2025Q2: 87,517 shares; 2025Q3: 86,942 shares; 2025Q4: 83,927 shares; 2026Q1: 83,273 shares 83,273 $83M 2.69% -654 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: 16,796 shares; 2024Q4: 416,947 shares; 2025Q1: 462,038 shares; 2025Q2: 458,190 shares; 2025Q3: 467,246 shares; 2025Q4: 462,510 shares; 2026Q1: 463,707 shares 463,707 $76.3M 2.47% +1,197 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: 309,058 shares; 2024Q4: 318,907 shares; 2025Q1: 329,210 shares; 2025Q2: 339,556 shares; 2025Q3: 381,273 shares; 2025Q4: 379,513 shares; 2026Q1: 384,999 shares 384,999 $74.3M 2.41% +5,486 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: 22,806 shares; 2024Q4: 23,282 shares; 2025Q1: 23,608 shares; 2025Q2: 22,767 shares; 2025Q3: 25,374 shares; 2025Q4: 67,908 shares; 2026Q1: 73,963 shares 73,963 $68M 2.2% +6,055 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,874 shares; 2025Q2: not reported; 2025Q3: 581,226 shares; 2025Q4: 580,100 shares; 2026Q1: 587,965 shares 587,965 $66.7M 2.16% +7,865 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: 194,179 shares; 2024Q4: 204,435 shares; 2025Q1: 211,177 shares; 2025Q2: 213,531 shares; 2025Q3: 214,641 shares; 2025Q4: 211,078 shares; 2026Q1: 211,239 shares 211,239 $65.7M 2.13% +161 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 623,503 shares; 2025Q1: 671,237 shares; 2025Q2: 1,390,362 shares; 2025Q3: 1,480,205 shares; 2025Q4: 1,393,083 shares; 2026Q1: 1,401,992 shares 1,401,992 $65.1M 2.11% +8,909 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: 3,910 shares; 2024Q4: 3,915 shares; 2025Q1: 3,915 shares; 2025Q2: 2,061 shares; 2025Q3: 70,200 shares; 2025Q4: 73,383 shares; 2026Q1: 75,080 shares 75,080 $63.5M 2.06% +1,697 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: 194,624 shares; 2024Q4: 195,585 shares; 2025Q1: 196,243 shares; 2025Q2: 196,407 shares; 2025Q3: 196,998 shares; 2025Q4: 192,691 shares; 2026Q1: 192,335 shares 192,335 $63.3M 2.05% -356 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,403 shares; 2025Q1: 1,491 shares; 2025Q2: 84,463 shares; 2025Q3: 124,789 shares; 2025Q4: 109,931 shares; 2026Q1: 162,639 shares 162,639 $59.2M 1.92% +52,708 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231,670 shares; 2026Q1: 485,342 shares 485,342 $56.1M 1.82% +253,672 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,327 shares; 2026Q1: 156,114 shares 156,114 $53.6M 1.74% +12,787 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,276 shares; 2024Q4: 422,634 shares; 2025Q1: 427,866 shares; 2025Q2: 429,657 shares; 2025Q3: 423,197 shares; 2025Q4: 407,131 shares; 2026Q1: 555,849 shares 555,849 $51.2M 1.66% +148,718 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: 387,293 shares; 2025Q1: 429,443 shares; 2025Q2: 447,861 shares; 2025Q3: 447,504 shares; 2025Q4: 437,434 shares; 2026Q1: 442,053 shares 442,053 $51.2M 1.66% +4,619 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: 10,389 shares; 2024Q4: 10,391 shares; 2025Q1: 10,688 shares; 2025Q2: 6,647 shares; 2025Q3: 6,669 shares; 2025Q4: 137,099 shares; 2026Q1: 138,088 shares 138,088 $43.4M 1.41% +989 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: 250,093 shares; 2024Q4: 250,873 shares; 2025Q1: 255,045 shares; 2025Q2: 202,960 shares; 2025Q3: 198,653 shares; 2025Q4: 194,127 shares; 2026Q1: 194,602 shares 194,602 $40.3M 1.3% +475 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: 460,226 shares; 2026Q1: 483,726 shares 483,726 $38.4M 1.25% +23,500 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: 9,561 shares; 2024Q4: 9,424 shares; 2025Q1: 9,767 shares; 2025Q2: 9,987 shares; 2025Q3: 160,818 shares; 2025Q4: 161,495 shares; 2026Q1: 157,859 shares 157,859 $38.3M 1.24% -3,636 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,016 shares; 2024Q4: 397,657 shares; 2025Q1: 401,675 shares; 2025Q2: 395,894 shares; 2025Q3: 404,125 shares; 2025Q4: 399,985 shares; 2026Q1: 400,523 shares 400,523 $36.1M 1.17% +538 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: 23,929 shares; 2024Q4: 24,912 shares; 2025Q1: 25,990 shares; 2025Q2: 25,737 shares; 2025Q3: 21,977 shares; 2025Q4: 16,430 shares; 2026Q1: 197,348 shares 197,348 $33.4M 1.08% +180,918 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,225 shares; 2025Q4: 71,473 shares; 2026Q1: 71,252 shares 71,252 $25.5M 0.83% -221 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: 57,148 shares; 2024Q4: 464,526 shares; 2025Q1: 484,522 shares; 2025Q2: 577,225 shares; 2025Q3: 589,459 shares; 2025Q4: 695,380 shares; 2026Q1: 848,721 shares 848,721 $24.7M 0.8% +153,341 Timeline JPST 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: 150,716 shares; 2024Q4: 349,008 shares; 2025Q1: 461,493 shares; 2025Q2: 394,616 shares; 2025Q3: 387,873 shares; 2025Q4: 436,286 shares; 2026Q1: 424,174 shares 424,174 $21.5M 0.7% -12,112 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625,024 shares; 2024Q4: 606,450 shares; 2025Q1: 572,960 shares; 2025Q2: 504,799 shares; 2025Q3: 449,080 shares; 2025Q4: 426,381 shares; 2026Q1: 412,128 shares 412,128 $21M 0.68% -14,253 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: 67,288 shares; 2024Q4: 70,445 shares; 2025Q1: 72,482 shares; 2025Q2: 69,556 shares; 2025Q3: 74,032 shares; 2025Q4: 65,524 shares; 2026Q1: 65,136 shares 65,136 $18.7M 0.61% -388 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: 69,426 shares; 2024Q4: 71,162 shares; 2025Q1: 73,215 shares; 2025Q2: 72,875 shares; 2025Q3: 79,032 shares; 2025Q4: 81,070 shares; 2026Q1: 83,636 shares 83,636 $17.4M 0.56% +2,566 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: 612,132 shares; 2024Q4: 620,480 shares; 2025Q1: 632,384 shares; 2025Q2: 581,548 shares; 2025Q3: 579,388 shares; 2025Q4: 577,725 shares; 2026Q1: 100,255 shares 100,255 $17M 0.55% -477,470 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: 54,729 shares; 2024Q4: 68,755 shares; 2025Q1: 74,065 shares; 2025Q2: 79,532 shares; 2025Q3: 85,093 shares; 2025Q4: 89,756 shares; 2026Q1: 87,599 shares 87,599 $15.3M 0.5% -2,157 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: 44,892 shares; 2024Q4: 52,358 shares; 2025Q1: 61,221 shares; 2025Q2: 68,728 shares; 2025Q3: 125,283 shares; 2025Q4: 146,381 shares; 2026Q1: 147,842 shares 147,842 $14.7M 0.48% +1,461 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: 38,119 shares; 2024Q4: 37,931 shares; 2025Q1: 38,541 shares; 2025Q2: 36,645 shares; 2025Q3: 42,133 shares; 2025Q4: 44,935 shares; 2026Q1: 46,326 shares 46,326 $14M 0.45% +1,391 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: 78,585 shares; 2024Q4: 82,874 shares; 2025Q1: 83,307 shares; 2025Q2: 84,188 shares; 2025Q3: 110,510 shares; 2025Q4: 119,821 shares; 2026Q1: 120,112 shares 120,112 $13.1M 0.42% +291 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,319 shares; 2024Q4: 23,032 shares; 2025Q1: 24,323 shares; 2025Q2: 24,005 shares; 2025Q3: 26,904 shares; 2025Q4: 29,006 shares; 2026Q1: 29,786 shares 29,786 $13M 0.42% +780 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,431 shares; 2024Q4: 19,671 shares; 2025Q1: 20,521 shares; 2025Q2: 19,707 shares; 2025Q3: 22,271 shares; 2025Q4: 23,632 shares; 2026Q1: 24,915 shares 24,915 $12.4M 0.4% +1,283 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: 3,395 shares; 2024Q4: 4,070 shares; 2025Q1: 3,684 shares; 2025Q2: 3,432 shares; 2025Q3: 18,425 shares; 2025Q4: 18,098 shares; 2026Q1: 18,796 shares 18,796 $11.2M 0.36% +698 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: 125,271 shares; 2024Q4: 127,132 shares; 2025Q1: 128,595 shares; 2025Q2: 128,427 shares; 2025Q3: 18,169 shares; 2025Q4: 17,617 shares; 2026Q1: 17,016 shares 17,016 $10.3M 0.33% -601 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,359 shares; 2024Q4: 47,883 shares; 2025Q1: 49,206 shares; 2025Q2: 44,130 shares; 2025Q3: 44,008 shares; 2025Q4: 46,521 shares; 2026Q1: 47,733 shares 47,733 $10.3M 0.33% +1,212 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: 16,973 shares; 2024Q4: 17,427 shares; 2025Q1: 19,382 shares; 2025Q2: 21,408 shares; 2025Q3: 28,967 shares; 2025Q4: 31,477 shares; 2026Q1: 26,320 shares 26,320 $8.89M 0.29% -5,157 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,910 shares; 2025Q2: 45,661 shares; 2025Q3: 69,108 shares; 2025Q4: 99,364 shares; 2026Q1: 123,522 shares 123,522 $8.88M 0.29% +24,158 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,478 shares; 2025Q1: 1,606 shares; 2025Q2: 1,623 shares; 2025Q3: 2,678 shares; 2025Q4: 3,907 shares; 2026Q1: 5,090 shares 5,090 $8.8M 0.29% +1,183 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: 5,758 shares; 2024Q4: 5,967 shares; 2025Q1: 6,151 shares; 2025Q2: 6,825 shares; 2025Q3: 9,771 shares; 2025Q4: 13,767 shares; 2026Q1: 15,261 shares 15,261 $8.73M 0.28% +1,494 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: 29,746 shares; 2024Q4: 34,551 shares; 2025Q1: 95,376 shares; 2025Q2: 101,848 shares; 2025Q3: 107,361 shares; 2025Q4: 117,832 shares; 2026Q1: 128,008 shares 128,008 $8.64M 0.28% +10,176 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: 82,804 shares; 2024Q4: 257,709 shares; 2025Q1: 241,251 shares; 2025Q2: 250,587 shares; 2025Q3: 249,820 shares; 2025Q4: 250,116 shares; 2026Q1: 280,635 shares 280,635 $8.61M 0.28% +30,519 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL 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: 28,398 shares 28,398 $8.54M 0.28% new 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: 685,721 shares; 2024Q4: 159,007 shares; 2025Q1: 115,259 shares; 2025Q2: 105,899 shares; 2025Q3: 96,342 shares; 2025Q4: 93,997 shares; 2026Q1: 90,908 shares 90,908 $8.44M 0.27% -3,089 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: 343,944 shares; 2024Q4: 60,533 shares; 2025Q1: 41,818 shares; 2025Q2: 37,506 shares; 2025Q3: 36,446 shares; 2025Q4: 35,699 shares; 2026Q1: 34,445 shares 34,445 $8.42M 0.27% -1,254 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124,896 shares 124,896 $8.38M 0.27% new 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: 8,230 shares; 2025Q2: 10,775 shares; 2025Q3: 14,084 shares; 2025Q4: 14,693 shares; 2026Q1: 20,895 shares 20,895 $8.32M 0.27% +6,202 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: 11,431 shares; 2024Q4: 12,080 shares; 2025Q1: 11,694 shares; 2025Q2: 14,042 shares; 2025Q3: 41,719 shares; 2025Q4: 70,659 shares; 2026Q1: 62,088 shares 62,088 $8.25M 0.27% -8,571 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: not reported; 2026Q1: 4,227 shares 4,227 $8.09M 0.26% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,544 shares; 2024Q4: 51,712 shares; 2025Q1: 55,921 shares; 2025Q2: 62,079 shares; 2025Q3: 79,971 shares; 2025Q4: 93,392 shares; 2026Q1: 107,483 shares 107,483 $7.95M 0.26% +14,091 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,657 shares 21,657 $7.32M 0.24% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,679 shares; 2025Q4: 231,267 shares; 2026Q1: 292,276 shares 292,276 $7.27M 0.24% +61,009 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: 51,805 shares; 2025Q1: 52,336 shares; 2025Q2: 8,989 shares; 2025Q3: 8,098 shares; 2025Q4: 7,737 shares; 2026Q1: 7,347 shares 7,347 $7.07M 0.23% -390 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,837 shares; 2024Q4: 313,180 shares; 2025Q1: 317,985 shares; 2025Q2: 318,256 shares; 2025Q3: 40,200 shares; 2025Q4: 36,266 shares; 2026Q1: 33,053 shares 33,053 $6.85M 0.22% -3,213 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: 49,303 shares; 2024Q4: 49,760 shares; 2025Q1: 48,726 shares; 2025Q2: 46,573 shares; 2025Q3: 43,016 shares; 2025Q4: 37,108 shares; 2026Q1: 33,656 shares 33,656 $6.84M 0.22% -3,452 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: 21,962 shares; 2024Q4: 22,980 shares; 2025Q1: 25,383 shares; 2025Q2: 25,498 shares; 2025Q3: 16,488 shares; 2025Q4: 14,614 shares; 2026Q1: 13,225 shares 13,225 $6.34M 0.21% -1,389 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 12,512 shares; 2025Q1: 14,318 shares; 2025Q2: 12,872 shares; 2025Q3: 12,215 shares; 2025Q4: 11,848 shares; 2026Q1: 11,766 shares 11,766 $6.33M 0.21% -82 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: 88,078 shares; 2024Q4: 81,547 shares; 2025Q1: 82,928 shares; 2025Q2: 76,093 shares; 2025Q3: 76,801 shares; 2025Q4: 75,888 shares; 2026Q1: 78,774 shares 78,774 $6.11M 0.2% +2,886 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: 436,063 shares; 2024Q4: 109,870 shares; 2025Q1: 69,982 shares; 2025Q2: 64,824 shares; 2025Q3: 59,123 shares; 2025Q4: 56,976 shares; 2026Q1: 52,735 shares 52,735 $5.79M 0.19% -4,241 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: 6,548 shares; 2024Q4: 6,715 shares; 2025Q1: 6,858 shares; 2025Q2: 92,751 shares; 2025Q3: 84,582 shares; 2025Q4: 72,171 shares; 2026Q1: 61,661 shares 61,661 $5.69M 0.18% -10,510 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: 13,171 shares; 2024Q4: 13,252 shares; 2025Q1: 13,385 shares; 2025Q2: 13,967 shares; 2025Q3: 13,423 shares; 2025Q4: 13,037 shares; 2026Q1: 12,959 shares 12,959 $5.66M 0.18% -78 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,575 shares; 2024Q4: 138,159 shares; 2025Q1: 149,532 shares; 2025Q2: 162,204 shares; 2025Q3: 168,588 shares; 2025Q4: 192,702 shares; 2026Q1: 220,856 shares 220,856 $5.54M 0.18% +28,154 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: 216,101 shares; 2024Q4: 223,822 shares; 2025Q1: 230,075 shares; 2025Q2: 231,962 shares; 2025Q3: 26,258 shares; 2025Q4: 21,363 shares; 2026Q1: 17,975 shares 17,975 $5.31M 0.17% -3,388 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: 247,565 shares; 2024Q4: 249,865 shares; 2025Q1: 252,929 shares; 2025Q2: 253,258 shares; 2025Q3: 52,708 shares; 2025Q4: 44,402 shares; 2026Q1: 25,919 shares 25,919 $5.14M 0.17% -18,483 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: 28,096 shares; 2024Q4: 28,388 shares; 2025Q1: 29,116 shares; 2025Q2: 27,205 shares; 2025Q3: 24,556 shares; 2025Q4: 20,868 shares; 2026Q1: 18,477 shares 18,477 $4.92M 0.16% -2,391 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: 30,508 shares; 2024Q4: 31,322 shares; 2025Q1: 30,617 shares; 2025Q2: 30,150 shares; 2025Q3: 29,887 shares; 2025Q4: 29,118 shares; 2026Q1: 32,950 shares 32,950 $4.88M 0.16% +3,832 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: 12,978 shares; 2024Q4: 15,583 shares; 2025Q1: 40,648 shares; 2025Q2: 34,586 shares; 2025Q3: 34,732 shares; 2025Q4: 34,811 shares; 2026Q1: 35,888 shares 35,888 $4.46M 0.14% +1,077 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: 24,630 shares; 2024Q4: 20,576 shares; 2025Q1: 18,501 shares; 2025Q2: 17,649 shares; 2025Q3: 17,061 shares; 2025Q4: 17,067 shares; 2026Q1: 17,907 shares 17,907 $4.42M 0.14% +840 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: 77,762 shares; 2024Q4: 14,726 shares; 2025Q1: 8,381 shares; 2025Q2: 7,015 shares; 2025Q3: 6,603 shares; 2025Q4: 6,498 shares; 2026Q1: 6,137 shares 6,137 $4.19M 0.14% -361 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,990 shares; 2024Q4: 62,502 shares; 2025Q1: 73,255 shares; 2025Q2: 95,084 shares; 2025Q3: 73,844 shares; 2025Q4: 73,776 shares; 2026Q1: 79,992 shares 79,992 $4.03M 0.13% +6,216 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: 36,742 shares; 2024Q4: 59,395 shares; 2025Q1: 61,445 shares; 2025Q2: 58,639 shares; 2025Q3: 59,222 shares; 2025Q4: 61,122 shares; 2026Q1: 65,027 shares 65,027 $3.94M 0.13% +3,905 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: 7,222 shares; 2024Q4: 9,843 shares; 2025Q1: 8,046 shares; 2025Q2: 5,597 shares; 2025Q3: 5,741 shares; 2025Q4: 5,578 shares; 2026Q1: 5,392 shares 5,392 $3.51M 0.11% -186 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,154 shares; 2024Q4: 26,143 shares; 2025Q1: 24,307 shares; 2025Q2: 22,307 shares; 2025Q3: 21,952 shares; 2025Q4: 21,895 shares; 2026Q1: 21,832 shares 21,832 $3.44M 0.11% -63 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: 1,234 shares; 2024Q4: 1,496 shares; 2025Q1: 2,822 shares; 2025Q2: 2,765 shares; 2025Q3: 5,073 shares; 2025Q4: 5,398 shares; 2026Q1: 5,191 shares 5,191 $3.39M 0.11% -207 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: 3,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,720 shares; 2025Q4: 30,234 shares; 2026Q1: 26,504 shares 26,504 $3.35M 0.11% -3,730 Timeline BAB 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: 86,802 shares; 2024Q4: 92,799 shares; 2025Q1: 44,142 shares; 2025Q2: 43,888 shares; 2025Q3: 102,967 shares; 2025Q4: 119,312 shares; 2026Q1: 121,282 shares 121,282 $3.27M 0.11% +1,970 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: 11,529 shares; 2024Q4: 10,224 shares; 2025Q1: 10,155 shares; 2025Q2: 10,176 shares; 2025Q3: 11,314 shares; 2025Q4: 10,322 shares; 2026Q1: 10,885 shares 10,885 $3.12M 0.1% +563 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,193 shares; 2024Q4: 14,142 shares; 2025Q1: 12,854 shares; 2025Q2: 12,196 shares; 2025Q3: 11,604 shares; 2025Q4: 11,183 shares; 2026Q1: 10,476 shares 10,476 $3.04M 0.1% -707 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: 324,048 shares; 2024Q4: 324,800 shares; 2025Q1: 327,412 shares; 2025Q2: 332,340 shares; 2025Q3: 337,569 shares; 2025Q4: 21,166 shares; 2026Q1: 15,308 shares 15,308 $2.97M 0.1% -5,858 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: 9,496 shares; 2024Q4: 9,388 shares; 2025Q1: 8,712 shares; 2025Q2: 8,513 shares; 2025Q3: 8,452 shares; 2025Q4: 8,438 shares; 2026Q1: 8,320 shares 8,320 $2.93M 0.09% -118 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,646 shares; 2025Q1: 4,641 shares; 2025Q2: 4,536 shares; 2025Q3: 4,136 shares; 2025Q4: 4,136 shares; 2026Q1: 4,082 shares 4,082 $2.89M 0.09% -54 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: 48,216 shares; 2024Q4: 48,665 shares; 2025Q1: 48,800 shares; 2025Q2: 36,569 shares; 2025Q3: 35,577 shares; 2025Q4: 35,906 shares; 2026Q1: 35,453 shares 35,453 $2.7M 0.09% -453 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 12,651 shares; 2025Q1: 13,189 shares; 2025Q2: 12,615 shares; 2025Q3: 10,484 shares; 2025Q4: 7,937 shares; 2026Q1: 6,102 shares 6,102 $2.65M 0.09% -1,835 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: 185,043 shares; 2024Q4: 175,011 shares; 2025Q1: 188,070 shares; 2025Q2: 198,408 shares; 2025Q3: 202,258 shares; 2025Q4: 20,311 shares; 2026Q1: 16,938 shares 16,938 $2.63M 0.09% -3,373 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: 13,898 shares; 2024Q4: 13,907 shares; 2025Q1: 18,235 shares; 2025Q2: 15,932 shares; 2025Q3: 17,336 shares; 2025Q4: 17,362 shares; 2026Q1: 19,315 shares 19,315 $2.53M 0.08% +1,953 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: 21,268 shares; 2024Q4: 20,476 shares; 2025Q1: 19,926 shares; 2025Q2: 19,510 shares; 2025Q3: 563,027 shares; 2025Q4: 570,252 shares; 2026Q1: 25,834 shares 25,834 $2.49M 0.08% -544,418 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: 8,505 shares; 2024Q4: 8,773 shares; 2025Q1: 7,136 shares; 2025Q2: 7,136 shares; 2025Q3: 23,173 shares; 2025Q4: 23,125 shares; 2026Q1: 23,125 shares 23,125 $2.45M 0.08% 0 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: 22,442 shares; 2024Q4: 21,117 shares; 2025Q1: 30,700 shares; 2025Q2: 35,953 shares; 2025Q3: 39,306 shares; 2025Q4: 45,369 shares; 2026Q1: 48,579 shares 48,579 $2.44M 0.08% +3,210 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: 12,020 shares; 2024Q4: 11,915 shares; 2025Q1: 12,689 shares; 2025Q2: 13,174 shares; 2025Q3: 14,704 shares; 2025Q4: 15,189 shares; 2026Q1: 17,167 shares 17,167 $2.39M 0.08% +1,978 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: 19,025 shares; 2024Q4: 50,147 shares; 2025Q1: 50,597 shares; 2025Q2: 68,658 shares; 2025Q3: 84,046 shares; 2025Q4: 79,409 shares; 2026Q1: 89,527 shares 89,527 $2.22M 0.07% +10,118 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: 22,866 shares; 2024Q4: 17,613 shares; 2025Q1: 18,436 shares; 2025Q2: 18,930 shares; 2025Q3: 20,735 shares; 2025Q4: 21,091 shares; 2026Q1: 23,620 shares 23,620 $2.14M 0.07% +2,529 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,894 shares; 2024Q4: 28,629 shares; 2025Q1: 30,139 shares; 2025Q2: 30,473 shares; 2025Q3: 33,536 shares; 2025Q4: 35,118 shares; 2026Q1: 38,959 shares 38,959 $2.11M 0.07% +3,841 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,094 shares; 2024Q4: 23,443 shares; 2025Q1: 22,652 shares; 2025Q2: 21,635 shares; 2025Q3: 21,180 shares; 2025Q4: 19,994 shares; 2026Q1: 22,254 shares 22,254 $2.1M 0.07% +2,260 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,243 shares; 2025Q1: 9,971 shares; 2025Q2: 9,971 shares; 2025Q3: 9,972 shares; 2025Q4: 9,825 shares; 2026Q1: 9,320 shares 9,320 $2.04M 0.07% -505 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: 13,886 shares; 2024Q4: 14,104 shares; 2025Q1: 14,863 shares; 2025Q2: 14,611 shares; 2025Q3: 12,230 shares; 2025Q4: 9,323 shares; 2026Q1: 7,304 shares 7,304 $2.03M 0.07% -2,019 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: 7,746 shares; 2024Q4: 7,838 shares; 2025Q1: 7,419 shares; 2025Q2: 7,140 shares; 2025Q3: 7,855 shares; 2025Q4: 8,112 shares; 2026Q1: 9,095 shares 9,095 $1.89M 0.06% +983 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,600 shares; 2024Q4: 24,807 shares; 2025Q1: 23,257 shares; 2025Q2: 21,775 shares; 2025Q3: 21,007 shares; 2025Q4: 19,933 shares; 2026Q1: 18,252 shares 18,252 $1.87M 0.06% -1,681 Timeline SCMB 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: 17,641 shares; 2024Q4: 41,887 shares; 2025Q1: 41,887 shares; 2025Q2: 41,887 shares; 2025Q3: 71,792 shares; 2025Q4: 71,792 shares; 2026Q1: 71,792 shares 71,792 $1.83M 0.06% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,331 shares; 2024Q4: 12,665 shares; 2025Q1: 14,478 shares; 2025Q2: 15,020 shares; 2025Q3: 16,380 shares; 2025Q4: 16,893 shares; 2026Q1: 19,019 shares 19,019 $1.77M 0.06% +2,126 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: 17,088 shares; 2024Q4: 16,834 shares; 2025Q1: 17,149 shares; 2025Q2: 16,878 shares; 2025Q3: 16,761 shares; 2025Q4: 13,676 shares; 2026Q1: 14,221 shares 14,221 $1.77M 0.06% +545 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: 221,759 shares; 2024Q4: 272,867 shares; 2025Q1: 282,715 shares; 2025Q2: 285,678 shares; 2025Q3: 15,631 shares; 2025Q4: 16,010 shares; 2026Q1: 17,951 shares 17,951 $1.77M 0.06% +1,941 Timeline QLD 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: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares 28,000 $1.71M 0.06% 0 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: 34,254 shares; 2024Q4: 31,510 shares; 2025Q1: 24,786 shares; 2025Q2: 19,332 shares; 2025Q3: 17,968 shares; 2025Q4: 17,105 shares; 2026Q1: 15,978 shares 15,978 $1.69M 0.05% -1,127 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,794 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,878 shares 3,878 $1.65M 0.05% -42 Timeline FLOT 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: 38,835 shares; 2024Q4: 38,835 shares; 2025Q1: 33,375 shares; 2025Q2: 33,375 shares; 2025Q3: 33,375 shares; 2025Q4: 33,375 shares; 2026Q1: 31,900 shares 31,900 $1.63M 0.05% -1,475 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,404 shares; 2024Q4: 61,412 shares; 2025Q1: 61,033 shares; 2025Q2: 62,188 shares; 2025Q3: 57,498 shares; 2025Q4: 54,177 shares; 2026Q1: 53,463 shares 53,463 $1.62M 0.05% -714 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: 16,515 shares; 2024Q4: 16,762 shares; 2025Q1: 18,185 shares; 2025Q2: 19,003 shares; 2025Q3: 20,411 shares; 2025Q4: 21,963 shares; 2026Q1: 24,921 shares 24,921 $1.54M 0.05% +2,958 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 10,198 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares; 2025Q4: 9,485 shares; 2026Q1: 9,301 shares 9,301 $1.5M 0.05% -184 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 35,070 shares; 2026Q1: 28,124 shares 28,124 $1.5M 0.05% -6,946 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: 10,355 shares; 2024Q4: 10,369 shares; 2025Q1: 10,376 shares; 2025Q2: 10,218 shares; 2025Q3: 10,226 shares; 2025Q4: 10,236 shares; 2026Q1: 10,244 shares 10,244 $1.49M 0.05% +8 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: not reported; 2025Q2: 855 shares; 2025Q3: 811 shares; 2025Q4: 564 shares; 2026Q1: 423 shares 423 $1.43M 0.05% -141 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: 11,563 shares; 2024Q4: 11,573 shares; 2025Q1: 12,118 shares; 2025Q2: 12,364 shares; 2025Q3: 13,367 shares; 2025Q4: 13,271 shares; 2026Q1: 14,383 shares 14,383 $1.41M 0.05% +1,112 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,152 shares; 2024Q4: 287,956 shares; 2025Q1: 297,180 shares; 2025Q2: 302,452 shares; 2025Q3: 13,393 shares; 2025Q4: 10,089 shares; 2026Q1: 10,696 shares 10,696 $1.4M 0.05% +607 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: 35,284 shares; 2024Q4: 35,694 shares; 2025Q1: 38,772 shares; 2025Q2: 41,656 shares; 2025Q3: 42,309 shares; 2025Q4: 41,768 shares; 2026Q1: 49,305 shares 49,305 $1.38M 0.04% +7,537 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,470 shares; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,470 shares; 2026Q1: 5,470 shares 5,470 $1.37M 0.04% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 5,387 shares; 2025Q1: 5,357 shares; 2025Q2: 3,010 shares; 2025Q3: 2,944 shares; 2025Q4: 2,945 shares; 2026Q1: 2,946 shares 2,946 $1.37M 0.04% +1 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: 11,190 shares 11,190 $1.36M 0.04% new 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: 28,462 shares; 2024Q4: 30,096 shares; 2025Q1: 243,136 shares; 2025Q2: 250,574 shares; 2025Q3: 248,908 shares; 2025Q4: 6,958 shares; 2026Q1: 5,718 shares 5,718 $1.31M 0.04% -1,240 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: 56,227 shares; 2024Q4: 52,555 shares; 2025Q1: 51,709 shares; 2025Q2: 36,547 shares; 2025Q3: 34,976 shares; 2025Q4: 32,647 shares; 2026Q1: 31,838 shares 31,838 $1.31M 0.04% -809 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,582 shares; 2024Q4: 60,444 shares; 2025Q1: 63,892 shares; 2025Q2: 65,282 shares; 2025Q3: 71,773 shares; 2025Q4: 73,762 shares; 2026Q1: 82,723 shares 82,723 $1.29M 0.04% +8,961 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 10,847 shares; 2025Q1: 11,605 shares; 2025Q2: 6,724 shares; 2025Q3: 5,924 shares; 2025Q4: 5,698 shares; 2026Q1: 5,391 shares 5,391 $1.29M 0.04% -307 Timeline SSO 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 24,080 shares; 2026Q1: 24,080 shares 24,080 $1.25M 0.04% 0 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: 14,413 shares; 2024Q4: 16,424 shares; 2025Q1: 31,872 shares; 2025Q2: 33,822 shares; 2025Q3: 34,270 shares; 2025Q4: 34,734 shares; 2026Q1: 39,246 shares 39,246 $1.14M 0.04% +4,512 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 13,317 shares; 2026Q1: 14,795 shares 14,795 $1.11M 0.04% +1,478 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: 17,860 shares; 2024Q4: 36,246 shares; 2025Q1: 37,679 shares; 2025Q2: 40,005 shares; 2025Q3: 40,597 shares; 2025Q4: 36,601 shares; 2026Q1: 37,868 shares 37,868 $1.1M 0.04% +1,267 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: 3,827 shares; 2024Q4: 4,329 shares; 2025Q1: 4,081 shares; 2025Q2: 4,071 shares; 2025Q3: 4,098 shares; 2025Q4: 5,995 shares; 2026Q1: 6,620 shares 6,620 $1.07M 0.03% +625 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: 12,831 shares; 2024Q4: 12,047 shares; 2025Q1: 12,009 shares; 2025Q2: 9,002 shares; 2025Q3: 7,645 shares; 2025Q4: 7,341 shares; 2026Q1: 7,240 shares 7,240 $1.05M 0.03% -101 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,370 shares; 2024Q4: 19,428 shares; 2025Q1: 24,818 shares; 2025Q2: 23,272 shares; 2025Q3: 25,106 shares; 2025Q4: 25,810 shares; 2026Q1: 28,574 shares 28,574 $1.02M 0.03% +2,764 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: 5,136 shares; 2024Q4: 5,127 shares; 2025Q1: 5,248 shares; 2025Q2: 5,290 shares; 2025Q3: 5,613 shares; 2025Q4: 6,222 shares; 2026Q1: 6,208 shares 6,208 $991K 0.03% -14 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: 240,747 shares; 2024Q4: 245,895 shares; 2025Q1: 252,203 shares; 2025Q2: 253,348 shares; 2025Q3: 10,294 shares; 2025Q4: 6,182 shares; 2026Q1: 5,705 shares 5,705 $990K 0.03% -477 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: 21,542 shares; 2024Q4: 18,685 shares; 2025Q1: 16,878 shares; 2025Q2: 16,814 shares; 2025Q3: 13,347 shares; 2025Q4: 11,151 shares; 2026Q1: 10,851 shares 10,851 $972K 0.03% -300 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: 892 shares; 2024Q4: 10,086 shares; 2025Q1: 2,261 shares; 2025Q2: 2,610 shares; 2025Q3: 3,225 shares; 2025Q4: 2,327 shares; 2026Q1: 2,465 shares 2,465 $916K 0.03% +138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,004 shares; 2025Q4: 9,991 shares; 2026Q1: 9,991 shares 9,991 $904K 0.03% 0 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: 212,249 shares; 2024Q4: 212,706 shares; 2025Q1: 13,927 shares; 2025Q2: 5,458 shares; 2025Q3: 4,894 shares; 2025Q4: 4,148 shares; 2026Q1: 3,711 shares 3,711 $900K 0.03% -437 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,461 shares; 2024Q4: 9,763 shares; 2025Q1: 9,988 shares; 2025Q2: 9,567 shares; 2025Q3: 2,199 shares; 2025Q4: 1,874 shares; 2026Q1: 1,641 shares 1,641 $885K 0.03% -233 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: 1,050 shares; 2024Q4: 6,914 shares; 2025Q1: 1,619 shares; 2025Q2: 1,642 shares; 2025Q3: 1,633 shares; 2025Q4: 1,490 shares; 2026Q1: 1,528 shares 1,528 $882K 0.03% +38 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,235 shares; 2025Q3: 3,249 shares; 2025Q4: 3,235 shares; 2026Q1: 3,038 shares 3,038 $872K 0.03% -197 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: 106,885 shares; 2024Q4: 108,821 shares; 2025Q1: 109,960 shares; 2025Q2: 146,160 shares; 2025Q3: 153,730 shares; 2025Q4: 13,964 shares; 2026Q1: 3,094 shares 3,094 $837K 0.03% -10,870 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: 4,653 shares; 2024Q4: 14,069 shares; 2025Q1: 15,309 shares; 2025Q2: 15,324 shares; 2025Q3: 16,417 shares; 2025Q4: 20,161 shares; 2026Q1: 16,709 shares 16,709 $825K 0.03% -3,452 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,290 shares; 2024Q4: 9,326 shares; 2025Q1: 9,988 shares; 2025Q2: 10,304 shares; 2025Q3: 11,126 shares; 2025Q4: 11,442 shares; 2026Q1: 12,813 shares 12,813 $823K 0.03% +1,371 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: 64,508 shares; 2024Q4: 64,770 shares; 2025Q1: 64,127 shares; 2025Q2: 18,856 shares; 2025Q3: 16,219 shares; 2025Q4: 12,915 shares; 2026Q1: 12,738 shares 12,738 $780K 0.03% -177 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,018 shares; 2024Q4: 20,018 shares; 2025Q1: 20,018 shares; 2025Q2: 18,693 shares; 2025Q3: 18,693 shares; 2025Q4: 18,693 shares; 2026Q1: 18,693 shares 18,693 $768K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,724 shares; 2025Q4: 11,724 shares; 2026Q1: 9,894 shares 9,894 $757K 0.02% -1,830 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: 1,056 shares; 2024Q4: 1,623 shares; 2025Q1: 897 shares; 2025Q2: 886 shares; 2025Q3: 826 shares; 2025Q4: 1,400 shares; 2026Q1: 2,348 shares 2,348 $753K 0.02% +948 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,336 shares; 2024Q4: 19,138 shares; 2025Q1: 19,138 shares; 2025Q2: 19,138 shares; 2025Q3: 19,138 shares; 2025Q4: 19,138 shares; 2026Q1: 19,138 shares 19,138 $741K 0.02% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,004 shares; 2025Q2: 3,788 shares; 2025Q3: 4,071 shares; 2025Q4: 4,056 shares; 2026Q1: 3,335 shares 3,335 $704K 0.02% -721 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,256 shares; 2025Q1: 3,026 shares; 2025Q2: 3,080 shares; 2025Q3: 3,129 shares; 2025Q4: 3,105 shares; 2026Q1: 3,110 shares 3,110 $703K 0.02% +5 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: 5,730 shares; 2024Q4: 5,508 shares; 2025Q1: 6,108 shares; 2025Q2: 5,708 shares; 2025Q3: 5,974 shares; 2025Q4: 6,021 shares; 2026Q1: 5,280 shares 5,280 $692K 0.02% -741 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 26,663 shares; 2025Q1: 9,162 shares; 2025Q2: 9,572 shares; 2025Q3: 17,622 shares; 2025Q4: 17,235 shares; 2026Q1: 21,671 shares 21,671 $671K 0.02% +4,436 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: 15,167 shares; 2024Q4: 14,907 shares; 2025Q1: 16,047 shares; 2025Q2: 17,519 shares; 2025Q3: 29,587 shares; 2025Q4: 38,741 shares; 2026Q1: 3,351 shares 3,351 $664K 0.02% -35,390 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,184 shares; 2025Q4: 5,184 shares; 2026Q1: 5,184 shares 5,184 $649K 0.02% 0 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: 2,622 shares; 2024Q4: 2,384 shares; 2025Q1: 2,194 shares; 2025Q2: 2,182 shares; 2025Q3: 2,191 shares; 2025Q4: 1,946 shares; 2026Q1: 1,917 shares 1,917 $630K 0.02% -29 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,102 shares; 2025Q4: 6,903 shares; 2026Q1: 8,264 shares 8,264 $621K 0.02% +1,361 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 13,180 shares; 2025Q1: 13,180 shares; 2025Q2: 9,506 shares; 2025Q3: 9,506 shares; 2025Q4: 9,506 shares; 2026Q1: 9,506 shares 9,506 $601K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,084 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares 3,081 $591K 0.02% 0 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: 10,610 shares; 2024Q4: 10,779 shares; 2025Q1: 10,705 shares; 2025Q2: 9,561 shares; 2025Q3: 8,604 shares; 2025Q4: 7,413 shares; 2026Q1: 1,364 shares 1,364 $590K 0.02% -6,049 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: 1,861 shares; 2024Q4: 1,821 shares; 2025Q1: 18,377 shares; 2025Q2: 18,408 shares; 2025Q3: 25,315 shares; 2025Q4: 30,254 shares; 2026Q1: 2,058 shares 2,058 $584K 0.02% -28,196 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: 30,961 shares; 2024Q4: 25,487 shares; 2025Q1: 25,478 shares; 2025Q2: 16,069 shares; 2025Q3: 15,976 shares; 2025Q4: 15,794 shares; 2026Q1: 15,418 shares 15,418 $567K 0.02% -376 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: 1,581 shares; 2024Q4: 1,575 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,575 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares 1,631 $563K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,174 shares; 2025Q1: 3,138 shares; 2025Q2: 2,843 shares; 2025Q3: 2,802 shares; 2025Q4: 2,190 shares; 2026Q1: 2,184 shares 2,184 $542K 0.02% -6 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: 5,181 shares; 2024Q4: 5,288 shares; 2025Q1: 5,259 shares; 2025Q2: 5,263 shares; 2025Q3: 4,926 shares; 2025Q4: 4,093 shares; 2026Q1: 4,093 shares 4,093 $536K 0.02% 0 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: 20,723 shares; 2025Q4: 21,126 shares; 2026Q1: 13,734 shares 13,734 $534K 0.02% -7,392 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: 24,634 shares; 2024Q4: 22,055 shares; 2025Q1: 20,042 shares; 2025Q2: 13,920 shares; 2025Q3: 13,113 shares; 2025Q4: 11,366 shares; 2026Q1: 9,625 shares 9,625 $508K 0.02% -1,741 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: not reported; 2024Q4: 3,944 shares; 2025Q1: 3,944 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 11,404 shares; 2026Q1: 10,992 shares 10,992 $504K 0.02% -412 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: 613 shares; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $493K 0.02% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 2,813 shares; 2025Q2: 2,813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares 2,813 $481K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,813 shares; 2025Q1: 1,814 shares; 2025Q2: 1,835 shares; 2025Q3: 1,847 shares; 2025Q4: 1,664 shares; 2026Q1: 1,629 shares 1,629 $475K 0.02% -35 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: 12,188 shares; 2024Q4: 12,070 shares; 2025Q1: 11,290 shares; 2025Q2: 7,804 shares; 2025Q3: 7,655 shares; 2025Q4: 6,662 shares; 2026Q1: 4,922 shares 4,922 $474K 0.02% -1,740 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 2,612 shares; 2026Q1: 2,599 shares 2,599 $468K 0.02% -13 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: 7,580 shares; 2024Q4: 5,692 shares; 2025Q1: 5,683 shares; 2025Q2: 5,297 shares; 2025Q3: 5,297 shares; 2025Q4: 5,297 shares; 2026Q1: 4,357 shares 4,357 $464K 0.02% -940 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,255 shares; 2024Q4: 6,296 shares; 2025Q1: 7,467 shares; 2025Q2: 7,896 shares; 2025Q3: 8,667 shares; 2025Q4: 7,958 shares; 2026Q1: 8,597 shares 8,597 $464K 0.02% +639 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: 414 shares; 2024Q4: not reported; 2025Q1: 383 shares; 2025Q2: 483 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 490 shares 490 $424K 0.01% +21 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: 3,994 shares; 2024Q4: not reported; 2025Q1: 16,774 shares; 2025Q2: 14,736 shares; 2025Q3: 8,552 shares; 2025Q4: 6,557 shares; 2026Q1: 6,556 shares 6,556 $420K 0.01% -1 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: 8,881 shares; 2025Q2: 8,881 shares; 2025Q3: 8,881 shares; 2025Q4: 8,881 shares; 2026Q1: 8,781 shares 8,781 $413K 0.01% -100 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,048 shares; 2025Q1: 4,357 shares; 2025Q2: 4,118 shares; 2025Q3: 4,118 shares; 2025Q4: 4,868 shares; 2026Q1: 4,758 shares 4,758 $404K 0.01% -110 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: 2,692 shares; 2024Q4: 2,670 shares; 2025Q1: 2,546 shares; 2025Q2: 2,276 shares; 2025Q3: 2,141 shares; 2025Q4: 2,063 shares; 2026Q1: 1,956 shares 1,956 $398K 0.01% -107 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: 1,743 shares; 2024Q4: 1,502 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,214 shares; 2025Q4: 1,244 shares; 2026Q1: 1,247 shares 1,247 $397K 0.01% +3 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: 4,274 shares; 2024Q4: 3,846 shares; 2025Q1: 3,897 shares; 2025Q2: 3,751 shares; 2025Q3: 5,739 shares; 2025Q4: 4,552 shares; 2026Q1: 4,126 shares 4,126 $397K 0.01% -426 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: 5,319 shares; 2024Q4: 5,749 shares; 2025Q1: 4,124 shares; 2025Q2: 4,212 shares; 2025Q3: 4,936 shares; 2025Q4: 4,929 shares; 2026Q1: 4,045 shares 4,045 $396K 0.01% -884 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 3,929 shares; 2025Q1: 3,030 shares; 2025Q2: 2,625 shares; 2025Q3: 2,691 shares; 2025Q4: 2,852 shares; 2026Q1: 2,656 shares 2,656 $389K 0.01% -196 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 5,277 shares; 2025Q1: 5,269 shares; 2025Q2: 5,255 shares; 2025Q3: 5,224 shares; 2025Q4: 5,122 shares; 2026Q1: 3,987 shares 3,987 $387K 0.01% -1,135 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: not reported; 2025Q2: not reported; 2025Q3: 12,858 shares; 2025Q4: 9,433 shares; 2026Q1: 8,358 shares 8,358 $382K 0.01% -1,075 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,846 shares; 2025Q2: 4,696 shares; 2025Q3: 4,151 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares 4,150 $380K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 617 shares; 2025Q1: 707 shares; 2025Q2: 606 shares; 2025Q3: 621 shares; 2025Q4: 652 shares; 2026Q1: 648 shares 648 $365K 0.01% -4 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,102 shares 14,102 $362K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,024 shares; 2025Q1: 1,442 shares; 2025Q2: 1,443 shares; 2025Q3: 1,274 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares 1,234 $361K 0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $354K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,771 shares; 2025Q4: 3,671 shares; 2026Q1: 3,761 shares 3,761 $353K 0.01% +90 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,212 shares; 2026Q1: 3,212 shares 3,212 $340K 0.01% 0 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: 8,576 shares; 2024Q4: 5,284 shares; 2025Q1: 5,276 shares; 2025Q2: 5,202 shares; 2025Q3: 5,307 shares; 2025Q4: 4,579 shares; 2026Q1: 4,604 shares 4,604 $331K 0.01% +25 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: 1,511 shares; 2026Q1: 1,523 shares 1,523 $330K 0.01% +12 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: 733 shares; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 916 shares; 2026Q1: 916 shares 916 $326K 0.01% 0 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: 484 shares; 2024Q4: 605 shares; 2025Q1: 576 shares; 2025Q2: 614 shares; 2025Q3: 618 shares; 2025Q4: 612 shares; 2026Q1: 688 shares 688 $319K 0.01% +76 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 4,421 shares; 2026Q1: 4,021 shares 4,021 $318K 0.01% -400 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 3,049 shares; 2025Q4: 3,050 shares; 2026Q1: 3,423 shares 3,423 $317K 0.01% +373 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,419 shares 1,419 $310K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,494 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,467 shares; 2025Q4: 1,543 shares; 2026Q1: 1,466 shares 1,466 $306K 0.01% -77 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,919 shares; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 4,800 shares; 2026Q1: 3,847 shares 3,847 $306K 0.01% -953 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,702 shares; 2025Q4: 3,690 shares; 2026Q1: 4,260 shares 4,260 $297K 0.01% +570 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: not reported; 2025Q2: not reported; 2025Q3: 5,898 shares; 2025Q4: 5,898 shares; 2026Q1: 5,898 shares 5,898 $296K 0.01% 0 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 14,250 shares; 2026Q1: 14,250 shares 14,250 $290K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,361 shares 7,361 $283K 0.01% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 2,800 shares; 2025Q1: 2,758 shares; 2025Q2: 3,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 1,439 shares 1,439 $276K 0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares 1,843 $276K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 891 shares; 2026Q1: 636 shares 636 $274K 0.01% -255 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,482 shares; 2025Q1: 3,330 shares; 2025Q2: 3,318 shares; 2025Q3: 3,425 shares; 2025Q4: 3,401 shares; 2026Q1: 3,200 shares 3,200 $273K 0.01% -201 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,740 shares; 2025Q1: 6,826 shares; 2025Q2: 5,005 shares; 2025Q3: 4,849 shares; 2025Q4: 4,866 shares; 2026Q1: 4,741 shares 4,741 $267K 0.01% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,441 shares 1,441 $263K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $255K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549 shares 549 $253K 0.01% new 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: 89,206 shares; 2024Q4: 89,678 shares; 2025Q1: 88,784 shares; 2025Q2: 80,893 shares; 2025Q3: 15,975 shares; 2025Q4: 9,611 shares; 2026Q1: 7,617 shares 7,617 $253K 0.01% -1,994 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: 3,044 shares; 2024Q4: 2,496 shares; 2025Q1: 1,767 shares; 2025Q2: 1,767 shares; 2025Q3: 2,255 shares; 2025Q4: 1,879 shares; 2026Q1: 1,710 shares 1,710 $252K 0.01% -169 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares; 2026Q1: 1,166 shares 1,166 $249K 0.01% -187 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: not reported; 2024Q4: 4,317 shares; 2025Q1: 4,244 shares; 2025Q2: 4,244 shares; 2025Q3: 4,192 shares; 2025Q4: 4,178 shares; 2026Q1: 4,132 shares 4,132 $234K 0.01% -46 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 4,557 shares 4,557 $226K 0.01% -1,193 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,386 shares; 2025Q4: 4,351 shares; 2026Q1: 4,351 shares 4,351 $217K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares 141 $208K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,006 shares; 2026Q1: 1,000 shares 1,000 $206K 0.01% -6 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: 1,921 shares; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 660 shares; 2025Q3: 643 shares; 2025Q4: 668 shares; 2026Q1: 680 shares 680 $206K 0.01% +12 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: 792 shares; 2024Q4: 808 shares; 2025Q1: 570 shares; 2025Q2: 565 shares; 2025Q3: 572 shares; 2025Q4: not reported; 2026Q1: 410 shares 410 $203K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,262 shares; 2025Q1: 1,058 shares; 2025Q2: 1,040 shares; 2025Q3: 1,148 shares; 2025Q4: 1,168 shares; 2026Q1: 1,069 shares 1,069 $203K 0.01% -99 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,287 shares 2,287 $202K 0.01% new Timeline