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: 48,611 shares; 2024Q4: 64,518 shares; 2025Q1: 88,551 shares; 2025Q2: 85,299 shares; 2025Q3: 80,440 shares; 2025Q4: 83,964 shares; 2026Q1: 85,121 shares 85,121 $50.9M 8.88% +1,157 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,857 shares; 2025Q3: 338,631 shares; 2025Q4: 359,196 shares; 2026Q1: 358,283 shares 358,283 $22.4M 3.91% -913 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,339 shares; 2024Q4: 47,112 shares; 2025Q1: 80,137 shares; 2025Q2: 90,553 shares; 2025Q3: 72,116 shares; 2025Q4: 73,093 shares; 2026Q1: 72,899 shares 72,899 $19.1M 3.33% -194 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: 64,020 shares; 2024Q4: 67,159 shares; 2025Q1: 69,824 shares; 2025Q2: 71,920 shares; 2025Q3: 74,507 shares; 2025Q4: 74,402 shares; 2026Q1: 74,348 shares 74,348 $18.9M 3.29% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,231 shares; 2025Q3: 180,130 shares; 2025Q4: 192,644 shares; 2026Q1: 192,930 shares 192,930 $18.7M 3.27% +286 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: 70,201 shares; 2024Q4: 70,510 shares; 2025Q1: 60,849 shares; 2025Q2: 56,661 shares; 2025Q3: 53,864 shares; 2025Q4: 52,386 shares; 2026Q1: 51,753 shares 51,753 $16.6M 2.9% -633 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: 157,846 shares; 2024Q4: 223,907 shares; 2025Q1: 407,774 shares; 2025Q2: 394,671 shares; 2025Q3: 242,639 shares; 2025Q4: 225,010 shares; 2026Q1: 222,713 shares 222,713 $16.4M 2.86% -2,297 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: 533 shares; 2024Q4: 650 shares; 2025Q1: 1,083 shares; 2025Q2: 11,766 shares; 2025Q3: 25,426 shares; 2025Q4: 27,028 shares; 2026Q1: 27,460 shares 27,460 $15.8M 2.77% +432 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: 13,064 shares; 2024Q4: 61,084 shares; 2025Q1: 95,270 shares; 2025Q2: 82,331 shares; 2025Q3: 68,780 shares; 2025Q4: 64,741 shares; 2026Q1: 66,519 shares 66,519 $14.3M 2.5% +1,778 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: 253,095 shares; 2024Q4: 266,349 shares; 2025Q1: 271,573 shares; 2025Q2: 249,553 shares; 2025Q3: 194,600 shares; 2025Q4: 187,016 shares; 2026Q1: 189,847 shares 189,847 $12.2M 2.12% +2,831 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: 133,852 shares; 2024Q4: 112,015 shares; 2025Q1: 111,363 shares; 2025Q2: 117,217 shares; 2025Q3: 123,727 shares; 2025Q4: 115,324 shares; 2026Q1: 117,142 shares 117,142 $11M 1.93% +1,818 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: 3,303 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,488 shares; 2025Q3: 326,525 shares; 2025Q4: 305,036 shares; 2026Q1: 311,617 shares 311,617 $9.56M 1.67% +6,581 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: 20,370 shares; 2024Q4: 20,550 shares; 2025Q1: 20,604 shares; 2025Q2: 24,296 shares; 2025Q3: 27,085 shares; 2025Q4: 25,815 shares; 2026Q1: 24,291 shares 24,291 $8.99M 1.57% -1,524 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: 39,907 shares; 2024Q4: 43,232 shares; 2025Q1: 48,519 shares; 2025Q2: 48,299 shares; 2025Q3: 46,817 shares; 2025Q4: 45,353 shares; 2026Q1: 44,622 shares 44,622 $8.75M 1.53% -731 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: 38,904 shares; 2024Q4: 38,808 shares; 2025Q1: 37,638 shares; 2025Q2: 30,797 shares; 2025Q3: 28,520 shares; 2025Q4: 27,808 shares; 2026Q1: 27,883 shares 27,883 $8.2M 1.43% +75 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: 134,192 shares; 2024Q4: 164,814 shares; 2025Q1: 129,543 shares; 2025Q2: 100,571 shares; 2025Q3: 57,303 shares; 2025Q4: 55,156 shares; 2026Q1: 54,491 shares 54,491 $8.07M 1.41% -665 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: 20,424 shares; 2024Q4: 25,567 shares; 2025Q1: 32,108 shares; 2025Q2: 38,521 shares; 2025Q3: 43,279 shares; 2025Q4: 46,722 shares; 2026Q1: 46,012 shares 46,012 $8.02M 1.4% -710 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: 34,034 shares; 2024Q4: 33,749 shares; 2025Q1: 31,228 shares; 2025Q2: 29,820 shares; 2025Q3: 29,133 shares; 2025Q4: 31,031 shares; 2026Q1: 31,684 shares 31,684 $6.6M 1.15% +653 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: 11,948 shares; 2024Q4: 15,889 shares; 2025Q1: 21,899 shares; 2025Q2: 16,260 shares; 2025Q3: 8,626 shares; 2025Q4: 8,595 shares; 2026Q1: 8,814 shares 8,814 $6.15M 1.07% +219 Timeline VTC 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: 133,986 shares; 2024Q4: 114,708 shares; 2025Q1: 111,067 shares; 2025Q2: 109,251 shares; 2025Q3: 82,799 shares; 2025Q4: 76,459 shares; 2026Q1: 78,110 shares 78,110 $6M 1.05% +1,651 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: 46,730 shares; 2024Q4: 45,751 shares; 2025Q1: 44,563 shares; 2025Q2: 41,604 shares; 2025Q3: 34,767 shares; 2025Q4: 34,582 shares; 2026Q1: 34,065 shares 34,065 $5.78M 1.01% -517 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: 4,002 shares; 2024Q4: 3,865 shares; 2025Q1: 6,071 shares; 2025Q2: 13,419 shares; 2025Q3: 24,693 shares; 2025Q4: 22,700 shares; 2026Q1: 23,057 shares 23,057 $5.64M 0.98% +357 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: 22,698 shares; 2024Q4: 22,556 shares; 2025Q1: 17,108 shares; 2025Q2: 15,126 shares; 2025Q3: 14,589 shares; 2025Q4: 12,869 shares; 2026Q1: 12,630 shares 12,630 $5.52M 0.96% -239 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: 4,183 shares; 2024Q4: 4,131 shares; 2025Q1: 4,006 shares; 2025Q2: 14,305 shares; 2025Q3: 28,971 shares; 2025Q4: 29,973 shares; 2026Q1: 29,665 shares 29,665 $5.47M 0.95% -308 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: not reported; 2024Q4: 2,994 shares; 2025Q1: 3,821 shares; 2025Q2: 10,371 shares; 2025Q3: 13,661 shares; 2025Q4: 15,466 shares; 2026Q1: 15,607 shares 15,607 $5.33M 0.93% +141 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: 24,151 shares; 2024Q4: 24,061 shares; 2025Q1: 20,090 shares; 2025Q2: 19,312 shares; 2025Q3: 18,721 shares; 2025Q4: 19,118 shares; 2026Q1: 18,261 shares 18,261 $5.25M 0.92% -857 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: 44,033 shares; 2024Q4: 43,280 shares; 2025Q1: 41,740 shares; 2025Q2: 39,073 shares; 2025Q3: 32,551 shares; 2025Q4: 30,104 shares; 2026Q1: 30,596 shares 30,596 $5.06M 0.88% +492 Timeline GOVT 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: 79,171 shares; 2025Q3: 195,493 shares; 2025Q4: 205,105 shares; 2026Q1: 210,568 shares 210,568 $4.82M 0.84% +5,463 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,467 shares; 2025Q3: 190,855 shares; 2025Q4: 200,954 shares; 2026Q1: 204,701 shares 204,701 $4.58M 0.8% +3,747 Timeline IVOG 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: 14,549 shares; 2025Q3: 34,568 shares; 2025Q4: 36,550 shares; 2026Q1: 36,641 shares 36,641 $4.58M 0.8% +91 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,153 shares; 2025Q3: 51,737 shares; 2025Q4: 55,145 shares; 2026Q1: 55,295 shares 55,295 $4.58M 0.8% +150 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: 17,164 shares; 2024Q4: 24,413 shares; 2025Q1: 34,920 shares; 2025Q2: 27,669 shares; 2025Q3: 14,018 shares; 2025Q4: 14,822 shares; 2026Q1: 14,926 shares 14,926 $4.29M 0.75% +104 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: 141,313 shares; 2024Q4: 160,391 shares; 2025Q1: 141,080 shares; 2025Q2: 118,579 shares; 2025Q3: 80,418 shares; 2025Q4: 78,143 shares; 2026Q1: 79,099 shares 79,099 $4.28M 0.75% +956 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: 6,333 shares; 2024Q4: 6,331 shares; 2025Q1: 6,640 shares; 2025Q2: 6,636 shares; 2025Q3: 6,354 shares; 2025Q4: 6,301 shares; 2026Q1: 6,349 shares 6,349 $4.13M 0.72% +48 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: not reported; 2024Q4: not reported; 2025Q1: 2,473 shares; 2025Q2: 10,218 shares; 2025Q3: 20,009 shares; 2025Q4: 19,329 shares; 2026Q1: 19,763 shares 19,763 $4.09M 0.71% +434 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,193 shares; 2024Q4: 12,720 shares; 2025Q1: 14,310 shares; 2025Q2: 25,799 shares; 2025Q3: 25,799 shares; 2025Q4: 26,074 shares; 2026Q1: 25,873 shares 25,873 $3.69M 0.64% -201 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: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,450 shares; 2025Q2: 21,552 shares; 2025Q3: 33,453 shares; 2025Q4: 38,201 shares; 2026Q1: 38,526 shares 38,526 $3.58M 0.62% +325 Timeline USHY 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: 9,012 shares; 2025Q3: 101,244 shares; 2025Q4: 91,917 shares; 2026Q1: 95,986 shares 95,986 $3.54M 0.62% +4,069 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: 15,244 shares; 2024Q4: 14,129 shares; 2025Q1: 13,029 shares; 2025Q2: 11,865 shares; 2025Q3: 10,983 shares; 2025Q4: 10,725 shares; 2026Q1: 11,806 shares 11,806 $3.39M 0.59% +1,081 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: 9,023 shares; 2024Q4: 9,486 shares; 2025Q1: 8,585 shares; 2025Q2: 7,148 shares; 2025Q3: 6,720 shares; 2025Q4: 6,231 shares; 2026Q1: 5,768 shares 5,768 $3.3M 0.58% -463 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: not reported; 2024Q4: not reported; 2025Q1: 8,202 shares; 2025Q2: 29,300 shares; 2025Q3: 50,882 shares; 2025Q4: 42,051 shares; 2026Q1: 42,326 shares 42,326 $3.28M 0.57% +275 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: 4,890 shares; 2025Q1: 4,800 shares; 2025Q2: 4,300 shares; 2025Q3: 3,558 shares; 2025Q4: 3,390 shares; 2026Q1: 3,390 shares 3,390 $3.26M 0.57% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,648 shares; 2025Q3: 75,577 shares; 2025Q4: 78,048 shares; 2026Q1: 76,804 shares 76,804 $3.25M 0.57% -1,244 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,585 shares; 2025Q2: 42,567 shares; 2025Q3: 45,758 shares; 2025Q4: 47,082 shares; 2026Q1: 45,108 shares 45,108 $3.21M 0.56% -1,974 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: 10,005 shares; 2024Q4: 9,272 shares; 2025Q1: 8,503 shares; 2025Q2: 7,455 shares; 2025Q3: 6,989 shares; 2025Q4: 6,702 shares; 2026Q1: 6,654 shares 6,654 $3.19M 0.56% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,752 shares; 2025Q3: 54,078 shares; 2025Q4: 61,943 shares; 2026Q1: 64,644 shares 64,644 $3.03M 0.53% +2,701 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: 53,465 shares; 2024Q4: 52,922 shares; 2025Q1: 51,913 shares; 2025Q2: 47,549 shares; 2025Q3: 37,497 shares; 2025Q4: 36,878 shares; 2026Q1: 37,137 shares 37,137 $2.82M 0.49% +259 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: 12,371 shares; 2024Q4: 12,118 shares; 2025Q1: 12,543 shares; 2025Q2: 14,069 shares; 2025Q3: 14,842 shares; 2025Q4: 14,343 shares; 2026Q1: 14,372 shares 14,372 $2.79M 0.49% +29 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,535 shares; 2025Q3: 15,205 shares; 2025Q4: 15,309 shares; 2026Q1: 16,053 shares 16,053 $2.76M 0.48% +744 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: 1,906 shares; 2024Q4: 2,108 shares; 2025Q1: 3,084 shares; 2025Q2: 8,518 shares; 2025Q3: 14,515 shares; 2025Q4: 18,026 shares; 2026Q1: 21,410 shares 21,410 $2.58M 0.45% +3,384 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: 3,071 shares; 2024Q4: 3,075 shares; 2025Q1: 3,830 shares; 2025Q2: 9,468 shares; 2025Q3: 16,450 shares; 2025Q4: 16,489 shares; 2026Q1: 17,277 shares 17,277 $2.5M 0.44% +788 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: 2,762 shares; 2024Q4: 3,065 shares; 2025Q1: 3,602 shares; 2025Q2: 4,842 shares; 2025Q3: 5,303 shares; 2025Q4: 5,740 shares; 2026Q1: 6,505 shares 6,505 $2.42M 0.42% +765 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: 676 shares; 2024Q4: 724 shares; 2025Q1: 1,554 shares; 2025Q2: 4,948 shares; 2025Q3: 9,344 shares; 2025Q4: 7,262 shares; 2026Q1: 7,322 shares 7,322 $2.41M 0.42% +60 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 4,453 shares; 2025Q3: 9,036 shares; 2025Q4: 8,121 shares; 2026Q1: 10,104 shares 10,104 $2.34M 0.41% +1,983 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,470 shares; 2025Q2: 33,783 shares; 2025Q3: 62,581 shares; 2025Q4: 64,187 shares; 2026Q1: 68,920 shares 68,920 $2.31M 0.4% +4,733 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: not reported; 2025Q1: 3,597 shares; 2025Q2: 27,119 shares; 2025Q3: 50,969 shares; 2025Q4: 46,211 shares; 2026Q1: 48,559 shares 48,559 $2.25M 0.39% +2,348 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: 72,560 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,880 shares; 2025Q3: 28,797 shares; 2025Q4: 29,183 shares; 2026Q1: 30,936 shares 30,936 $2.25M 0.39% +1,753 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,512 shares; 2025Q3: 66,920 shares; 2025Q4: 85,064 shares; 2026Q1: 85,485 shares 85,485 $2.25M 0.39% +421 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,980 shares; 2025Q3: 3,911 shares; 2025Q4: 4,096 shares; 2026Q1: 4,177 shares 4,177 $2.25M 0.39% +81 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: 127,697 shares; 2024Q4: 127,226 shares; 2025Q1: 120,877 shares; 2025Q2: 90,258 shares; 2025Q3: 47,419 shares; 2025Q4: 42,713 shares; 2026Q1: 41,384 shares 41,384 $2.24M 0.39% -1,329 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: 1,353 shares; 2024Q4: 2,363 shares; 2025Q1: 3,763 shares; 2025Q2: 5,773 shares; 2025Q3: 6,532 shares; 2025Q4: 7,138 shares; 2026Q1: 7,148 shares 7,148 $2.21M 0.39% +10 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: 89,361 shares; 2024Q4: 87,603 shares; 2025Q1: 82,002 shares; 2025Q2: 59,411 shares; 2025Q3: 32,408 shares; 2025Q4: 28,276 shares; 2026Q1: 27,150 shares 27,150 $2.16M 0.38% -1,126 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: 20,671 shares; 2024Q4: 21,564 shares; 2025Q1: 22,215 shares; 2025Q2: 21,031 shares; 2025Q3: 18,617 shares; 2025Q4: 17,884 shares; 2026Q1: 17,879 shares 17,879 $2.07M 0.36% -5 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: 17,967 shares; 2024Q4: 17,460 shares; 2025Q1: 16,628 shares; 2025Q2: 14,610 shares; 2025Q3: 28,925 shares; 2025Q4: 28,030 shares; 2026Q1: 31,269 shares 31,269 $2.06M 0.36% +3,239 Timeline DFLV 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: 20,062 shares; 2025Q2: 54,333 shares; 2025Q3: 59,138 shares; 2025Q4: 61,106 shares; 2026Q1: 57,088 shares 57,088 $2.04M 0.36% -4,018 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: 59,167 shares; 2024Q4: 55,980 shares; 2025Q1: 55,514 shares; 2025Q2: 51,188 shares; 2025Q3: 44,799 shares; 2025Q4: 40,725 shares; 2026Q1: 39,512 shares 39,512 $1.98M 0.35% -1,213 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: 29,941 shares; 2024Q4: 61,177 shares; 2025Q1: 59,330 shares; 2025Q2: 44,442 shares; 2025Q3: 23,095 shares; 2025Q4: 18,926 shares; 2026Q1: 17,562 shares 17,562 $1.97M 0.34% -1,364 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: 3,508 shares; 2024Q4: 2,827 shares; 2025Q1: 2,900 shares; 2025Q2: 2,805 shares; 2025Q3: 10,731 shares; 2025Q4: 11,424 shares; 2026Q1: 12,062 shares 12,062 $1.87M 0.33% +638 Timeline DFIC 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: 23,154 shares; 2025Q2: 48,587 shares; 2025Q3: 53,083 shares; 2025Q4: 54,788 shares; 2026Q1: 51,217 shares 51,217 $1.82M 0.32% -3,571 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: 2,191 shares; 2025Q3: 5,054 shares; 2025Q4: 5,753 shares; 2026Q1: 6,157 shares 6,157 $1.82M 0.32% +404 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: not reported; 2024Q4: not reported; 2025Q1: 968 shares; 2025Q2: 2,712 shares; 2025Q3: 3,742 shares; 2025Q4: 5,468 shares; 2026Q1: 9,104 shares 9,104 $1.81M 0.32% +3,636 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: not reported; 2024Q4: not reported; 2025Q1: 12,139 shares; 2025Q2: 37,375 shares; 2025Q3: 60,022 shares; 2025Q4: 56,834 shares; 2026Q1: 61,998 shares 61,998 $1.8M 0.31% +5,164 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: 19,041 shares; 2024Q4: 18,280 shares; 2025Q1: 14,860 shares; 2025Q2: 14,240 shares; 2025Q3: 13,378 shares; 2025Q4: 12,351 shares; 2026Q1: 12,111 shares 12,111 $1.77M 0.31% -240 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: 9,807 shares; 2024Q4: 9,373 shares; 2025Q1: 7,758 shares; 2025Q2: 6,386 shares; 2025Q3: 5,664 shares; 2025Q4: 5,586 shares; 2026Q1: 5,416 shares 5,416 $1.64M 0.29% -170 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: 6,900 shares; 2025Q3: 12,167 shares; 2025Q4: 12,600 shares; 2026Q1: 12,480 shares 12,480 $1.64M 0.29% -120 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: 47,911 shares; 2024Q4: 45,666 shares; 2025Q1: 41,066 shares; 2025Q2: 29,809 shares; 2025Q3: 20,069 shares; 2025Q4: 17,643 shares; 2026Q1: 17,711 shares 17,711 $1.59M 0.28% +68 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: 13,449 shares; 2024Q4: 12,571 shares; 2025Q1: 9,009 shares; 2025Q2: 6,677 shares; 2025Q3: 5,319 shares; 2025Q4: 4,775 shares; 2026Q1: 4,677 shares 4,677 $1.58M 0.28% -98 Timeline SPSB 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: 24,562 shares; 2025Q3: 47,223 shares; 2025Q4: 51,272 shares; 2026Q1: 52,478 shares 52,478 $1.58M 0.28% +1,206 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: 47,352 shares; 2024Q4: 39,612 shares; 2025Q1: 43,246 shares; 2025Q2: 29,362 shares; 2025Q3: 18,984 shares; 2025Q4: 18,124 shares; 2026Q1: 18,163 shares 18,163 $1.57M 0.27% +39 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,741 shares; 2025Q3: 5,437 shares; 2025Q4: 5,675 shares; 2026Q1: 5,744 shares 5,744 $1.56M 0.27% +69 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: 34,567 shares; 2024Q4: 33,725 shares; 2025Q1: 30,971 shares; 2025Q2: 24,080 shares; 2025Q3: 13,584 shares; 2025Q4: 12,467 shares; 2026Q1: 11,762 shares 11,762 $1.54M 0.27% -705 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: 10,225 shares; 2024Q4: 9,803 shares; 2025Q1: 9,847 shares; 2025Q2: 8,955 shares; 2025Q3: 6,515 shares; 2025Q4: 6,533 shares; 2026Q1: 4,373 shares 4,373 $1.54M 0.27% -2,160 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: 133,514 shares; 2024Q4: 117,493 shares; 2025Q1: 116,983 shares; 2025Q2: 70,564 shares; 2025Q3: 21,623 shares; 2025Q4: 41,539 shares; 2026Q1: 53,407 shares 53,407 $1.53M 0.27% +11,868 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: 11,710 shares; 2024Q4: 14,149 shares; 2025Q1: 20,097 shares; 2025Q2: 32,157 shares; 2025Q3: 31,861 shares; 2025Q4: 31,325 shares; 2026Q1: 31,356 shares 31,356 $1.52M 0.26% +31 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,679 shares; 2026Q1: 24,499 shares 24,499 $1.49M 0.26% +3,820 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 5,401 shares; 2025Q3: 9,137 shares; 2025Q4: 9,921 shares; 2026Q1: 10,624 shares 10,624 $1.43M 0.25% +703 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH 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: 2,239 shares; 2026Q1: 6,422 shares 6,422 $1.39M 0.24% +4,183 Timeline NYF 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: 14,329 shares; 2025Q1: 18,720 shares; 2025Q2: 26,700 shares; 2025Q3: 25,197 shares; 2025Q4: 25,703 shares; 2026Q1: 25,703 shares 25,703 $1.37M 0.24% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,320 shares; 2024Q4: 72,783 shares; 2025Q1: 70,251 shares; 2025Q2: 53,993 shares; 2025Q3: 37,142 shares; 2025Q4: 32,839 shares; 2026Q1: 29,644 shares 29,644 $1.36M 0.24% -3,195 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,935 shares; 2024Q4: 38,854 shares; 2025Q1: 36,407 shares; 2025Q2: 24,548 shares; 2025Q3: 11,742 shares; 2025Q4: 10,484 shares; 2026Q1: 10,182 shares 10,182 $1.29M 0.23% -302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,737 shares; 2025Q3: 14,392 shares; 2025Q4: 14,418 shares; 2026Q1: 13,977 shares 13,977 $1.26M 0.22% -441 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: 917 shares; 2024Q4: 758 shares; 2025Q1: 571 shares; 2025Q2: 415 shares; 2025Q3: 346 shares; 2025Q4: 295 shares; 2026Q1: 294 shares 294 $1.24M 0.22% -1 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: 509 shares; 2024Q4: 599 shares; 2025Q1: 738 shares; 2025Q2: 1,010 shares; 2025Q3: 1,024 shares; 2025Q4: 1,197 shares; 2026Q1: 1,330 shares 1,330 $1.22M 0.21% +133 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: 3,274 shares; 2025Q3: 5,642 shares; 2025Q4: 6,336 shares; 2026Q1: 6,658 shares 6,658 $1.21M 0.21% +322 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,540 shares; 2025Q3: 4,281 shares; 2025Q4: 5,293 shares; 2026Q1: 5,796 shares 5,796 $1.21M 0.21% +503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,331 shares; 2026Q1: 11,722 shares 11,722 $1.2M 0.21% +391 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: 7,410 shares; 2024Q4: 6,723 shares; 2025Q1: 5,909 shares; 2025Q2: 7,644 shares; 2025Q3: 10,072 shares; 2025Q4: 10,323 shares; 2026Q1: 9,325 shares 9,325 $1.2M 0.21% -998 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 2,510 shares; 2025Q4: 3,032 shares; 2026Q1: 3,275 shares 3,275 $1.19M 0.21% +243 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: not reported; 2025Q2: 2,413 shares; 2025Q3: 4,867 shares; 2025Q4: 5,087 shares; 2026Q1: 5,587 shares 5,587 $1.16M 0.2% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,205 shares; 2025Q3: 6,428 shares; 2025Q4: 6,918 shares; 2026Q1: 12,393 shares 12,393 $1.14M 0.2% +5,475 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: 20,831 shares; 2025Q3: 38,714 shares; 2025Q4: 40,572 shares; 2026Q1: 43,049 shares 43,049 $1.12M 0.2% +2,477 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: 12,625 shares; 2025Q3: 19,821 shares; 2025Q4: 20,416 shares; 2026Q1: 21,672 shares 21,672 $1.09M 0.19% +1,256 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,285 shares; 2025Q3: 25,611 shares; 2025Q4: 28,416 shares; 2026Q1: 29,658 shares 29,658 $1.09M 0.19% +1,242 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: 38,823 shares; 2024Q4: 37,273 shares; 2025Q1: 34,278 shares; 2025Q2: 27,237 shares; 2025Q3: 10,240 shares; 2025Q4: 13,625 shares; 2026Q1: 13,713 shares 13,713 $1.03M 0.18% +88 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: 40,117 shares; 2024Q4: 37,525 shares; 2025Q1: 28,630 shares; 2025Q2: 17,713 shares; 2025Q3: 13,370 shares; 2025Q4: 11,065 shares; 2026Q1: 10,952 shares 10,952 $1.03M 0.18% -113 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: 15,648 shares; 2024Q4: 13,601 shares; 2025Q1: 11,102 shares; 2025Q2: 9,060 shares; 2025Q3: 7,733 shares; 2025Q4: 7,249 shares; 2026Q1: 6,951 shares 6,951 $1.02M 0.18% -298 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: 4,238 shares; 2024Q4: 4,161 shares; 2025Q1: 3,156 shares; 2025Q2: 2,460 shares; 2025Q3: 2,198 shares; 2025Q4: 2,029 shares; 2026Q1: 2,017 shares 2,017 $1.01M 0.18% -12 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,695 shares; 2025Q3: 37,783 shares; 2025Q4: 43,673 shares; 2026Q1: 49,807 shares 49,807 $999K 0.17% +6,134 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: 4,128 shares; 2024Q4: 5,203 shares; 2025Q1: 5,742 shares; 2025Q2: 6,731 shares; 2025Q3: 6,803 shares; 2025Q4: 7,714 shares; 2026Q1: 7,975 shares 7,975 $991K 0.17% +261 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 22,640 shares; 2026Q1: 52,857 shares 52,857 $987K 0.17% +30,217 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: 2,191 shares; 2024Q4: 2,213 shares; 2025Q1: 2,271 shares; 2025Q2: 3,796 shares; 2025Q3: 3,944 shares; 2025Q4: 4,161 shares; 2026Q1: 4,258 shares 4,258 $963K 0.17% +97 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: 49,245 shares; 2024Q4: 24,207 shares; 2025Q1: 19,822 shares; 2025Q2: 17,572 shares; 2025Q3: 12,016 shares; 2025Q4: 11,446 shares; 2026Q1: 12,283 shares 12,283 $947K 0.17% +837 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 3,677 shares; 2025Q4: 4,546 shares; 2026Q1: 5,176 shares 5,176 $944K 0.16% +630 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: 23,757 shares; 2024Q4: 20,142 shares; 2025Q1: 20,500 shares; 2025Q2: 14,732 shares; 2025Q3: 6,696 shares; 2025Q4: 9,259 shares; 2026Q1: 8,625 shares 8,625 $912K 0.16% -634 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 11,203 shares; 2025Q3: 22,262 shares; 2025Q4: 25,271 shares; 2026Q1: 25,202 shares 25,202 $909K 0.16% -69 Timeline NE NOBLE CORP PLC More: the full row for NOBLE 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: 13,360 shares; 2025Q4: 16,485 shares; 2026Q1: 18,420 shares 18,420 $904K 0.16% +1,935 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: not reported; 2024Q4: 471 shares; 2025Q1: 559 shares; 2025Q2: 858 shares; 2025Q3: 881 shares; 2025Q4: 8,769 shares; 2026Q1: 9,057 shares 9,057 $871K 0.15% +288 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 6,846 shares; 2025Q3: 13,812 shares; 2025Q4: 13,850 shares; 2026Q1: 15,003 shares 15,003 $855K 0.15% +1,153 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: 16,583 shares; 2024Q4: 16,363 shares; 2025Q1: 14,784 shares; 2025Q2: 10,623 shares; 2025Q3: 6,241 shares; 2025Q4: 3,124 shares; 2026Q1: 2,904 shares 2,904 $844K 0.15% -220 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: 329 shares; 2024Q4: 350 shares; 2025Q1: 453 shares; 2025Q2: 657 shares; 2025Q3: 685 shares; 2025Q4: 655 shares; 2026Q1: 844 shares 844 $841K 0.15% +189 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: 22,801 shares; 2024Q4: 20,146 shares; 2025Q1: 20,157 shares; 2025Q2: 15,751 shares; 2025Q3: 11,176 shares; 2025Q4: 8,585 shares; 2026Q1: 8,534 shares 8,534 $840K 0.15% -51 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: 99,411 shares; 2024Q4: 71,392 shares; 2025Q1: 82,946 shares; 2025Q2: 67,503 shares; 2025Q3: 55,011 shares; 2025Q4: 59,617 shares; 2026Q1: 29,078 shares 29,078 $817K 0.14% -30,539 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: 15,487 shares; 2024Q4: 14,654 shares; 2025Q1: 14,066 shares; 2025Q2: 13,242 shares; 2025Q3: 13,269 shares; 2025Q4: 15,630 shares; 2026Q1: 16,641 shares 16,641 $811K 0.14% +1,011 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS 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: 6,985 shares; 2025Q4: 8,742 shares; 2026Q1: 11,106 shares 11,106 $781K 0.14% +2,364 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 13,170 shares; 2025Q1: 10,945 shares; 2025Q2: 12,349 shares; 2025Q3: 12,129 shares; 2025Q4: 12,709 shares; 2026Q1: 13,022 shares 13,022 $771K 0.13% +313 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: 9,003 shares; 2024Q4: 8,425 shares; 2025Q1: 6,954 shares; 2025Q2: 5,599 shares; 2025Q3: 5,006 shares; 2025Q4: 4,977 shares; 2026Q1: 5,012 shares 5,012 $766K 0.13% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,713 shares 3,713 $754K 0.13% new 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: 10,838 shares; 2024Q4: 9,951 shares; 2025Q1: 8,841 shares; 2025Q2: 7,376 shares; 2025Q3: 6,526 shares; 2025Q4: 6,263 shares; 2026Q1: 6,285 shares 6,285 $746K 0.13% +22 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: 4,801 shares; 2024Q4: 4,455 shares; 2025Q1: 3,866 shares; 2025Q2: 2,892 shares; 2025Q3: 2,445 shares; 2025Q4: 2,314 shares; 2026Q1: 2,319 shares 2,319 $738K 0.13% +5 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,666 shares; 2024Q4: 68,665 shares; 2025Q1: 80,942 shares; 2025Q2: 51,450 shares; 2025Q3: 18,691 shares; 2025Q4: 15,399 shares; 2026Q1: 13,157 shares 13,157 $726K 0.13% -2,242 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: 1,910 shares; 2024Q4: 1,909 shares; 2025Q1: 1,997 shares; 2025Q2: 2,278 shares; 2025Q3: 2,338 shares; 2025Q4: 2,386 shares; 2026Q1: 2,348 shares 2,348 $710K 0.12% -38 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: 3,907 shares; 2025Q3: 7,680 shares; 2025Q4: 8,555 shares; 2026Q1: 8,918 shares 8,918 $708K 0.12% +363 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 4,102 shares 4,102 $706K 0.12% 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: 2,671 shares; 2025Q2: 3,822 shares; 2025Q3: 4,077 shares; 2025Q4: 4,494 shares; 2026Q1: 4,781 shares 4,781 $699K 0.12% +287 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 2,588 shares; 2025Q4: 1,900 shares; 2026Q1: 1,284 shares 1,284 $699K 0.12% -616 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: 8,736 shares; 2024Q4: 7,989 shares; 2025Q1: 5,813 shares; 2025Q2: 6,774 shares; 2025Q3: 6,636 shares; 2025Q4: 6,055 shares; 2026Q1: 9,063 shares 9,063 $694K 0.12% +3,008 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: 1,905 shares; 2024Q4: 1,995 shares; 2025Q1: 2,131 shares; 2025Q2: 3,059 shares; 2025Q3: 2,851 shares; 2025Q4: 3,060 shares; 2026Q1: 2,846 shares 2,846 $690K 0.12% -214 Timeline XP XP INC More: the full row for XP 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: 20,839 shares; 2025Q4: 33,669 shares; 2026Q1: 36,176 shares 36,176 $689K 0.12% +2,507 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 1,618 shares; 2026Q1: 1,878 shares 1,878 $683K 0.12% +260 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: 11,603 shares; 2024Q4: 13,893 shares; 2025Q1: 11,164 shares; 2025Q2: 9,306 shares; 2025Q3: 9,265 shares; 2025Q4: 9,228 shares; 2026Q1: 7,518 shares 7,518 $681K 0.12% -1,710 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: 4,304 shares; 2025Q3: 5,584 shares; 2025Q4: 5,929 shares; 2026Q1: 6,231 shares 6,231 $674K 0.12% +302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,393 shares; 2025Q3: 2,613 shares; 2025Q4: 2,900 shares; 2026Q1: 3,259 shares 3,259 $663K 0.12% +359 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: 6,603 shares; 2024Q4: 5,378 shares; 2025Q1: 6,958 shares; 2025Q2: 5,063 shares; 2025Q3: 6,725 shares; 2025Q4: 4,636 shares; 2026Q1: 4,997 shares 4,997 $660K 0.12% +361 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,576 shares 2,576 $648K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 670 shares; 2025Q4: 855 shares; 2026Q1: 905 shares 905 $641K 0.11% +50 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: 1,278 shares; 2024Q4: 1,191 shares; 2025Q1: 1,063 shares; 2025Q2: 842 shares; 2025Q3: 748 shares; 2025Q4: 721 shares; 2026Q1: 737 shares 737 $638K 0.11% +16 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,601 shares; 2024Q4: 13,062 shares; 2025Q1: 11,042 shares; 2025Q2: 8,629 shares; 2025Q3: 7,279 shares; 2025Q4: 6,962 shares; 2026Q1: 6,860 shares 6,860 $624K 0.11% -102 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,588 shares 8,588 $609K 0.11% new 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: 5,355 shares; 2024Q4: 5,045 shares; 2025Q1: 3,791 shares; 2025Q2: 2,484 shares; 2025Q3: 2,126 shares; 2025Q4: 1,901 shares; 2026Q1: 1,921 shares 1,921 $604K 0.11% +20 Timeline DFEM 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: 8,030 shares; 2025Q2: 17,011 shares; 2025Q3: 18,362 shares; 2025Q4: 18,691 shares; 2026Q1: 17,390 shares 17,390 $601K 0.1% -1,301 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: not reported; 2024Q4: not reported; 2025Q1: 1,669 shares; 2025Q2: 4,486 shares; 2025Q3: 2,515 shares; 2025Q4: 2,826 shares; 2026Q1: 2,750 shares 2,750 $598K 0.1% -76 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,032 shares; 2024Q4: 6,772 shares; 2025Q1: 7,867 shares; 2025Q2: 5,833 shares; 2025Q3: 2,265 shares; 2025Q4: 1,937 shares; 2026Q1: 1,572 shares 1,572 $597K 0.1% -365 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 9,327 shares; 2025Q4: 14,463 shares; 2026Q1: 18,050 shares 18,050 $591K 0.1% +3,587 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: 3,734 shares; 2024Q4: 3,469 shares; 2025Q1: 3,381 shares; 2025Q2: 3,235 shares; 2025Q3: 3,068 shares; 2025Q4: 3,007 shares; 2026Q1: 2,990 shares 2,990 $577K 0.1% -17 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: 15,601 shares; 2025Q1: 15,855 shares; 2025Q2: 13,565 shares; 2025Q3: 5,038 shares; 2025Q4: 3,494 shares; 2026Q1: 3,632 shares 3,632 $571K 0.1% +138 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 4,615 shares; 2026Q1: 5,484 shares 5,484 $562K 0.1% +869 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 15,135 shares 15,135 $560K 0.1% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 872 shares; 2025Q3: 1,586 shares; 2025Q4: 1,779 shares; 2026Q1: 1,554 shares 1,554 $557K 0.1% -225 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 11,368 shares; 2025Q3: 20,075 shares; 2025Q4: 19,758 shares; 2026Q1: 20,253 shares 20,253 $553K 0.1% +495 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,632 shares; 2024Q4: 24,984 shares; 2025Q1: 18,460 shares; 2025Q2: 13,740 shares; 2025Q3: 12,539 shares; 2025Q4: 7,564 shares; 2026Q1: 6,987 shares 6,987 $548K 0.1% -577 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 848 shares; 2025Q4: 1,597 shares; 2026Q1: 1,487 shares 1,487 $533K 0.09% -110 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: 3,174 shares; 2024Q4: 2,908 shares; 2025Q1: 2,604 shares; 2025Q2: 1,876 shares; 2025Q3: 1,616 shares; 2025Q4: 1,532 shares; 2026Q1: 1,547 shares 1,547 $531K 0.09% +15 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: 769,082 shares; 2024Q4: 752,768 shares; 2025Q1: 724,137 shares; 2025Q2: 495,273 shares; 2025Q3: 177,075 shares; 2025Q4: 115,278 shares; 2026Q1: 105,461 shares 105,461 $530K 0.09% -9,817 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,946 shares; 2025Q4: 1,996 shares; 2026Q1: 2,084 shares 2,084 $515K 0.09% +88 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: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,236 shares; 2025Q3: 1,389 shares; 2025Q4: 1,529 shares; 2026Q1: 1,812 shares 1,812 $514K 0.09% +283 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: 1,902 shares; 2025Q4: 2,215 shares; 2026Q1: 2,368 shares 2,368 $506K 0.09% +153 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: 156,542 shares; 2024Q4: 115,350 shares; 2025Q1: 89,643 shares; 2025Q2: 74,964 shares; 2025Q3: 22,345 shares; 2025Q4: 10,793 shares; 2026Q1: 10,478 shares 10,478 $503K 0.09% -315 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: 6,555 shares; 2025Q3: 14,098 shares; 2025Q4: 4,639 shares; 2026Q1: 4,263 shares 4,263 $501K 0.09% -376 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: not reported; 2025Q2: 17,966 shares; 2025Q3: 8,504 shares; 2025Q4: 7,167 shares; 2026Q1: 7,021 shares 7,021 $501K 0.09% -146 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: 13,051 shares; 2025Q3: 8,034 shares; 2025Q4: 7,449 shares; 2026Q1: 7,217 shares 7,217 $500K 0.09% -232 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: 6,191 shares; 2024Q4: 5,722 shares; 2025Q1: 8,810 shares; 2025Q2: 7,470 shares; 2025Q3: 7,203 shares; 2025Q4: 7,037 shares; 2026Q1: 8,641 shares 8,641 $489K 0.09% +1,604 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,521 shares; 2025Q1: 3,512 shares; 2025Q2: 3,437 shares; 2025Q3: 3,375 shares; 2025Q4: 3,354 shares; 2026Q1: 3,344 shares 3,344 $487K 0.09% -10 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly 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: 4,788 shares; 2026Q1: 5,233 shares 5,233 $476K 0.08% +445 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 8,282 shares; 2026Q1: 12,928 shares 12,928 $476K 0.08% +4,646 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,952 shares; 2025Q1: 4,412 shares; 2025Q2: 4,269 shares; 2025Q3: 4,269 shares; 2025Q4: 5,036 shares; 2026Q1: 7,923 shares 7,923 $468K 0.08% +2,887 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: not reported; 2025Q3: 363 shares; 2025Q4: 442 shares; 2026Q1: 528 shares 528 $461K 0.08% +86 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: 2,548 shares; 2024Q4: 2,503 shares; 2025Q1: 2,426 shares; 2025Q2: 2,353 shares; 2025Q3: 2,258 shares; 2025Q4: 2,162 shares; 2026Q1: 2,096 shares 2,096 $455K 0.08% -66 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: 4,502 shares; 2025Q3: 6,361 shares; 2025Q4: 6,264 shares; 2026Q1: 6,031 shares 6,031 $449K 0.08% -233 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: 3,179 shares; 2025Q3: 4,021 shares; 2025Q4: 3,417 shares; 2026Q1: 3,545 shares 3,545 $448K 0.08% +128 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,902 shares; 2025Q2: 2,501 shares; 2025Q3: 2,461 shares; 2025Q4: 2,597 shares; 2026Q1: 2,176 shares 2,176 $448K 0.08% -421 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: not reported; 2025Q2: 524 shares; 2025Q3: 592 shares; 2025Q4: 599 shares; 2026Q1: 618 shares 618 $422K 0.07% +19 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS 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: 7,597 shares; 2026Q1: 7,843 shares 7,843 $420K 0.07% +246 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,739 shares; 2025Q3: 12,206 shares; 2025Q4: 11,959 shares; 2026Q1: 11,965 shares 11,965 $415K 0.07% +6 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: not reported; 2025Q3: 1,491 shares; 2025Q4: 1,552 shares; 2026Q1: 1,616 shares 1,616 $395K 0.07% +64 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: 920 shares; 2026Q1: 1,163 shares 1,163 $393K 0.07% +243 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: 2,299 shares; 2024Q4: 2,299 shares; 2025Q1: 1,969 shares; 2025Q2: 1,646 shares; 2025Q3: 1,701 shares; 2025Q4: 1,985 shares; 2026Q1: 1,982 shares 1,982 $380K 0.07% -3 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 20,788 shares; 2025Q3: 36,759 shares; 2025Q4: 35,660 shares; 2026Q1: 41,581 shares 41,581 $380K 0.07% +5,921 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,805 shares; 2025Q3: 2,088 shares; 2025Q4: 2,407 shares; 2026Q1: 2,358 shares 2,358 $377K 0.07% -49 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: 2,129 shares; 2024Q4: 2,084 shares; 2025Q1: 1,505 shares; 2025Q2: 2,906 shares; 2025Q3: 6,706 shares; 2025Q4: 2,640 shares; 2026Q1: 1,355 shares 1,355 $367K 0.06% -1,285 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS 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: 552 shares; 2025Q4: 666 shares; 2026Q1: 618 shares 618 $366K 0.06% -48 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 8,658 shares; 2026Q1: 9,195 shares 9,195 $359K 0.06% +537 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 1,226 shares; 2026Q1: 1,260 shares 1,260 $356K 0.06% +34 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,799 shares; 2026Q1: 6,158 shares 6,158 $351K 0.06% -641 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 773 shares; 2025Q3: 839 shares; 2025Q4: 891 shares; 2026Q1: 878 shares 878 $343K 0.06% -13 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: 1,032 shares; 2024Q4: 730 shares; 2025Q1: 632 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 505 shares; 2026Q1: 514 shares 514 $336K 0.06% +9 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: 193 shares; 2025Q4: 206 shares; 2026Q1: 225 shares 225 $332K 0.06% +19 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: 2,084 shares; 2024Q4: 2,237 shares; 2025Q1: 2,164 shares; 2025Q2: 1,858 shares; 2025Q3: 2,084 shares; 2025Q4: 2,272 shares; 2026Q1: 2,305 shares 2,305 $326K 0.06% +33 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: 3,052 shares; 2025Q4: 1,981 shares; 2026Q1: 2,223 shares 2,223 $321K 0.06% +242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,218 shares; 2025Q3: 3,218 shares; 2025Q4: 3,218 shares; 2026Q1: 3,218 shares 3,218 $315K 0.06% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,110 shares; 2024Q4: 57,806 shares; 2025Q1: 54,675 shares; 2025Q2: 38,580 shares; 2025Q3: 17,434 shares; 2025Q4: 13,262 shares; 2026Q1: 12,893 shares 12,893 $313K 0.05% -369 Timeline VCEB 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: 4,825 shares; 2025Q3: 4,870 shares; 2025Q4: 4,405 shares; 2026Q1: 4,958 shares 4,958 $312K 0.05% +553 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: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 725 shares 725 $309K 0.05% -275 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA 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: 650 shares; 2025Q3: 869 shares; 2025Q4: 1,063 shares; 2026Q1: 1,134 shares 1,134 $303K 0.05% +71 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491 shares; 2025Q4: 492 shares; 2026Q1: 499 shares 499 $302K 0.05% +7 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 3,006 shares; 2025Q4: 2,973 shares; 2026Q1: 3,066 shares 3,066 $299K 0.05% +93 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: 11,657 shares; 2024Q4: 12,180 shares; 2025Q1: 8,638 shares; 2025Q2: 4,913 shares; 2025Q3: 3,487 shares; 2025Q4: 3,226 shares; 2026Q1: 3,083 shares 3,083 $297K 0.05% -143 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: not reported; 2025Q2: not reported; 2025Q3: 523 shares; 2025Q4: 559 shares; 2026Q1: 621 shares 621 $294K 0.05% +62 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,337 shares; 2025Q3: 3,337 shares; 2025Q4: 3,337 shares; 2026Q1: 3,337 shares 3,337 $293K 0.05% 0 Timeline IXUS 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: 3,550 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,508 shares; 2025Q4: 3,384 shares; 2026Q1: 3,361 shares 3,361 $291K 0.05% -23 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: 1,795 shares; 2026Q1: 2,085 shares 2,085 $291K 0.05% +290 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: 4,704 shares; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: 4,873 shares; 2025Q4: 4,816 shares; 2026Q1: 4,844 shares 4,844 $291K 0.05% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 603 shares; 2025Q4: 550 shares; 2026Q1: 515 shares 515 $283K 0.05% -35 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: 1,990 shares; 2024Q4: 1,939 shares; 2025Q1: 1,445 shares; 2025Q2: 1,249 shares; 2025Q3: 1,137 shares; 2025Q4: 1,093 shares; 2026Q1: 1,062 shares 1,062 $283K 0.05% -31 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: 1,667 shares; 2025Q4: 1,802 shares; 2026Q1: 2,243 shares 2,243 $275K 0.05% +441 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA 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: 8,381 shares; 2026Q1: 7,815 shares 7,815 $275K 0.05% -566 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 4,063 shares; 2025Q1: 4,962 shares; 2025Q2: 4,233 shares; 2025Q3: 4,272 shares; 2025Q4: 3,852 shares; 2026Q1: 3,809 shares 3,809 $275K 0.05% -43 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 1,152 shares; 2026Q1: 1,031 shares 1,031 $273K 0.05% -121 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 950 shares; 2025Q4: 1,058 shares; 2026Q1: 900 shares 900 $269K 0.05% -158 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: 1,330 shares; 2025Q4: 1,335 shares; 2026Q1: 1,359 shares 1,359 $269K 0.05% +24 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 541 shares 541 $258K 0.05% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,679 shares; 2024Q4: 47,174 shares; 2025Q1: 37,902 shares; 2025Q2: 20,476 shares; 2025Q3: 4,873 shares; 2025Q4: 3,811 shares; 2026Q1: 3,520 shares 3,520 $258K 0.04% -291 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 6,816 shares; 2025Q1: 4,731 shares; 2025Q2: 3,015 shares; 2025Q3: 2,432 shares; 2025Q4: 1,942 shares; 2026Q1: 1,798 shares 1,798 $257K 0.04% -144 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,134 shares; 2026Q1: 1,187 shares 1,187 $255K 0.04% +53 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 301 shares; 2026Q1: 300 shares 300 $254K 0.04% -1 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: 3,756 shares; 2024Q4: 3,961 shares; 2025Q1: 3,237 shares; 2025Q2: 2,405 shares; 2025Q3: 1,674 shares; 2025Q4: 1,218 shares; 2026Q1: 1,344 shares 1,344 $251K 0.04% +126 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: not reported; 2026Q1: 1,214 shares 1,214 $250K 0.04% new 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: 934 shares; 2025Q2: 1,348 shares; 2025Q3: 1,483 shares; 2025Q4: 1,519 shares; 2026Q1: 1,442 shares 1,442 $250K 0.04% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,518 shares; 2026Q1: 2,185 shares 2,185 $247K 0.04% -333 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: 747 shares; 2026Q1: 755 shares 755 $246K 0.04% +8 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA 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: 3,152 shares; 2026Q1: 3,522 shares 3,522 $244K 0.04% +370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,142 shares; 2025Q3: 9,119 shares; 2025Q4: 9,217 shares; 2026Q1: 9,857 shares 9,857 $244K 0.04% +640 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 11,356 shares; 2026Q1: 14,151 shares 14,151 $244K 0.04% +2,795 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: not reported; 2026Q1: 184 shares 184 $243K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,028 shares; 2026Q1: 2,101 shares 2,101 $238K 0.04% +73 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,959 shares 5,959 $235K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 392 shares; 2025Q4: 446 shares; 2026Q1: 543 shares 543 $235K 0.04% +97 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 5,512 shares; 2025Q1: 5,480 shares; 2025Q2: 5,271 shares; 2025Q3: 3,919 shares; 2025Q4: 3,616 shares; 2026Q1: 3,274 shares 3,274 $230K 0.04% -342 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 494 shares; 2026Q1: 514 shares 514 $230K 0.04% +20 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares; 2026Q1: 1,390 shares 1,390 $229K 0.04% -22 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: 712 shares; 2024Q4: 739 shares; 2025Q1: 702 shares; 2025Q2: 795 shares; 2025Q3: 887 shares; 2025Q4: 882 shares; 2026Q1: 727 shares 727 $226K 0.04% -155 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,350 shares; 2024Q4: 28,044 shares; 2025Q1: 15,697 shares; 2025Q2: 10,826 shares; 2025Q3: 2,230 shares; 2025Q4: 2,349 shares; 2026Q1: 2,511 shares 2,511 $223K 0.04% +162 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,842 shares; 2026Q1: 1,237 shares 1,237 $222K 0.04% -605 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: not reported; 2026Q1: 5,021 shares 5,021 $222K 0.04% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 315 shares 315 $221K 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,786 shares; 2026Q1: 1,677 shares 1,677 $220K 0.04% -109 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: 2,231 shares; 2024Q4: 2,176 shares; 2025Q1: 1,725 shares; 2025Q2: 1,142 shares; 2025Q3: 895 shares; 2025Q4: 959 shares; 2026Q1: 895 shares 895 $217K 0.04% -64 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: not reported; 2025Q2: not reported; 2025Q3: 426 shares; 2025Q4: 534 shares; 2026Q1: 545 shares 545 $217K 0.04% +11 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,126 shares; 2025Q1: not reported; 2025Q2: 3,211 shares; 2025Q3: 3,140 shares; 2025Q4: 3,136 shares; 2026Q1: 3,087 shares 3,087 $217K 0.04% -49 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 986 shares; 2025Q4: 878 shares; 2026Q1: 860 shares 860 $216K 0.04% -18 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,583 shares 1,583 $215K 0.04% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 1,637 shares; 2025Q4: 1,716 shares; 2026Q1: 1,866 shares 1,866 $215K 0.04% +150 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: not reported; 2026Q1: 4,166 shares 4,166 $214K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 936 shares; 2026Q1: 902 shares 902 $213K 0.04% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: 1,705 shares; 2026Q1: 1,707 shares 1,707 $212K 0.04% +2 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: 13,160 shares; 2024Q4: 11,361 shares; 2025Q1: 12,778 shares; 2025Q2: 9,751 shares; 2025Q3: 4,385 shares; 2025Q4: 1,618 shares; 2026Q1: 1,229 shares 1,229 $212K 0.04% -389 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,560 shares; 2025Q1: 2,597 shares; 2025Q2: 1,915 shares; 2025Q3: 1,441 shares; 2025Q4: 1,145 shares; 2026Q1: 886 shares 886 $212K 0.04% -259 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: not reported; 2025Q2: not reported; 2025Q3: 2,242 shares; 2025Q4: not reported; 2026Q1: 2,934 shares 2,934 $211K 0.04% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 7,231 shares; 2025Q1: 5,027 shares; 2025Q2: 2,804 shares; 2025Q3: 1,917 shares; 2025Q4: 1,234 shares; 2026Q1: 1,235 shares 1,235 $211K 0.04% +1 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: 5,724 shares; 2024Q4: 8,699 shares; 2025Q1: 4,674 shares; 2025Q2: 4,813 shares; 2025Q3: 4,678 shares; 2025Q4: 3,905 shares; 2026Q1: 2,096 shares 2,096 $208K 0.04% -1,809 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 7,522 shares 7,522 $207K 0.04% new 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: 6,423 shares; 2024Q4: 6,523 shares; 2025Q1: 4,199 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,021 shares; 2026Q1: 2,928 shares 2,928 $204K 0.04% -93 Timeline HLN HALEON PLC More: the full row for HALEON 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: 11,617 shares; 2025Q3: not reported; 2025Q4: 15,503 shares; 2026Q1: 16,162 shares 16,162 $162K 0.03% +659 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,215 shares; 2026Q1: 13,339 shares 13,339 $150K 0.03% +124 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 20,377 shares; 2026Q1: 15,241 shares 15,241 $85.4K 0.01% -5,136 Timeline CNTN CANTON STRATEGIC HOLDINGS IN More: the full row for CANTON STRATEGIC HOLDINGS 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: 10,135 shares; 2025Q4: 25,337 shares; 2026Q1: 25,337 shares 25,337 $82.9K 0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,323 shares 15,323 $107 <0.01% new