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: 114,692 shares; 2024Q4: 109,613 shares; 2025Q1: 86,060 shares; 2025Q2: 85,075 shares; 2025Q3: 84,661 shares; 2025Q4: 75,073 shares; 2026Q1: 71,626 shares 71,626 $22.2M 4.21% -3,447 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: 82,078 shares; 2024Q4: 81,010 shares; 2025Q1: 79,310 shares; 2025Q2: 81,217 shares; 2025Q3: 94,646 shares; 2025Q4: 91,370 shares; 2026Q1: 80,608 shares 80,608 $20.5M 3.89% -10,762 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: 79,817 shares; 2024Q4: 81,628 shares; 2025Q1: 80,397 shares; 2025Q2: 71,554 shares; 2025Q3: 75,698 shares; 2025Q4: 62,270 shares; 2026Q1: 60,726 shares 60,726 $17.5M 3.32% -1,544 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: 53,125 shares; 2024Q4: 54,936 shares; 2025Q1: 57,684 shares; 2025Q2: 58,420 shares; 2025Q3: 63,292 shares; 2025Q4: 94,078 shares; 2026Q1: 99,105 shares 99,105 $16.8M 3.2% +5,027 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,900 shares; 2024Q4: 44,589 shares; 2025Q1: 60,148 shares; 2025Q2: 60,556 shares; 2025Q3: 71,277 shares; 2025Q4: 72,012 shares; 2026Q1: 74,644 shares 74,644 $16.2M 3.09% +2,632 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: 48,189 shares; 2024Q4: 48,232 shares; 2025Q1: 47,513 shares; 2025Q2: 47,353 shares; 2025Q3: 47,315 shares; 2025Q4: 46,712 shares; 2026Q1: 42,659 shares 42,659 $15.8M 3% -4,053 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: 44,616 shares; 2024Q4: 44,518 shares; 2025Q1: 44,984 shares; 2025Q2: 45,728 shares; 2025Q3: 46,038 shares; 2025Q4: 49,694 shares; 2026Q1: 49,420 shares 49,420 $14.5M 2.76% -274 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: 117,964 shares; 2024Q4: 119,560 shares; 2025Q1: 115,347 shares; 2025Q2: 125,172 shares; 2025Q3: 116,231 shares; 2025Q4: 93,765 shares; 2026Q1: 82,699 shares 82,699 $14.4M 2.74% -11,066 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: 33,647 shares; 2024Q4: 33,448 shares; 2025Q1: 32,482 shares; 2025Q2: 32,054 shares; 2025Q3: 31,011 shares; 2025Q4: 31,082 shares; 2026Q1: 28,123 shares 28,123 $14.1M 2.67% -2,959 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: 61,468 shares; 2024Q4: 61,583 shares; 2025Q1: 61,195 shares; 2025Q2: 61,806 shares; 2025Q3: 62,017 shares; 2025Q4: 61,783 shares; 2026Q1: 54,025 shares 54,025 $11.3M 2.14% -7,758 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,615 shares; 2024Q4: 42,327 shares; 2025Q1: 42,889 shares; 2025Q2: 42,462 shares; 2025Q3: 41,694 shares; 2025Q4: 41,302 shares; 2026Q1: 40,820 shares 40,820 $11.2M 2.13% -482 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,971 shares; 2024Q4: 24,739 shares; 2025Q1: 24,185 shares; 2025Q2: 22,435 shares; 2025Q3: 21,571 shares; 2025Q4: 24,789 shares; 2026Q1: 20,054 shares 20,054 $9.86M 1.87% -4,735 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,220 shares; 2024Q4: 52,501 shares; 2025Q1: 51,223 shares; 2025Q2: 49,946 shares; 2025Q3: 48,214 shares; 2025Q4: 58,047 shares; 2026Q1: 47,346 shares 47,346 $8.98M 1.71% -10,701 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: 28,251 shares; 2024Q4: 30,488 shares; 2025Q1: 30,198 shares; 2025Q2: 30,635 shares; 2025Q3: 30,085 shares; 2025Q4: 63,287 shares; 2026Q1: 66,212 shares 66,212 $7.96M 1.51% +2,925 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,130 shares; 2024Q4: 28,168 shares; 2025Q1: 26,667 shares; 2025Q2: 26,566 shares; 2025Q3: 26,339 shares; 2025Q4: 52,102 shares; 2026Q1: 52,417 shares 52,417 $6.97M 1.32% +315 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,786 shares; 2024Q4: 23,202 shares; 2025Q1: 22,750 shares; 2025Q2: 22,432 shares; 2025Q3: 34,756 shares; 2025Q4: 27,697 shares; 2026Q1: 27,850 shares 27,850 $6.58M 1.25% +153 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,885 shares; 2024Q4: 34,137 shares; 2025Q1: 34,885 shares; 2025Q2: 40,554 shares; 2025Q3: 40,832 shares; 2025Q4: 40,585 shares; 2026Q1: 40,372 shares 40,372 $6.47M 1.23% -213 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: 49,519 shares; 2024Q4: 49,407 shares; 2025Q1: 48,997 shares; 2025Q2: 48,223 shares; 2025Q3: 49,341 shares; 2025Q4: 49,159 shares; 2026Q1: 49,119 shares 49,119 $6.1M 1.16% -40 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: 12,818 shares; 2024Q4: 12,712 shares; 2025Q1: 12,660 shares; 2025Q2: 12,505 shares; 2025Q3: 6,471 shares; 2025Q4: 6,197 shares; 2026Q1: 6,123 shares 6,123 $6.1M 1.16% -74 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: 43 shares; 2025Q1: 8,749 shares; 2025Q2: 15,589 shares; 2025Q3: 15,864 shares; 2025Q4: 16,019 shares; 2026Q1: 10,392 shares 10,392 $5.71M 1.08% -5,627 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: 22,071 shares; 2024Q4: 21,288 shares; 2025Q1: 20,881 shares; 2025Q2: 20,383 shares; 2025Q3: 20,535 shares; 2025Q4: 20,061 shares; 2026Q1: 38,572 shares 38,572 $5.57M 1.06% +18,511 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,015 shares; 2024Q4: 45,247 shares; 2025Q1: 44,847 shares; 2025Q2: 44,598 shares; 2025Q3: 44,891 shares; 2025Q4: 45,013 shares; 2026Q1: 34,391 shares 34,391 $5.41M 1.03% -10,622 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,555 shares; 2025Q1: 1,571 shares; 2025Q2: 1,928 shares; 2025Q3: 1,945 shares; 2025Q4: 6,121 shares; 2026Q1: 6,364 shares 6,364 $5.38M 1.02% +243 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 1,644 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,181 shares; 2025Q4: 8,604 shares; 2026Q1: 20,921 shares 20,921 $5.19M 0.99% +12,317 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: 46,168 shares; 2024Q4: 46,168 shares; 2025Q1: 43,740 shares; 2025Q2: 43,740 shares; 2025Q3: 40,952 shares; 2025Q4: 40,952 shares; 2026Q1: 40,852 shares 40,852 $5.16M 0.98% -100 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: 20,284 shares; 2024Q4: 20,285 shares; 2025Q1: 20,327 shares; 2025Q2: 20,329 shares; 2025Q3: 18,826 shares; 2025Q4: 17,436 shares; 2026Q1: 17,688 shares 17,688 $5.07M 0.96% +252 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: 21,305 shares; 2024Q4: 21,451 shares; 2025Q1: 21,417 shares; 2025Q2: 20,460 shares; 2025Q3: 20,879 shares; 2025Q4: 22,830 shares; 2026Q1: 23,496 shares 23,496 $4.86M 0.92% +666 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,717 shares; 2025Q1: 4,667 shares; 2025Q2: 67,980 shares; 2025Q3: 67,980 shares; 2025Q4: 70,076 shares; 2026Q1: 51,017 shares 51,017 $4.71M 0.9% -19,059 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,312 shares; 2024Q4: 11,360 shares; 2025Q1: 11,399 shares; 2025Q2: 11,327 shares; 2025Q3: 11,397 shares; 2025Q4: 8,080 shares; 2026Q1: 10,643 shares 10,643 $4.53M 0.86% +2,563 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: 28,785 shares; 2024Q4: 28,470 shares; 2025Q1: 28,470 shares; 2025Q2: 28,470 shares; 2025Q3: 28,458 shares; 2025Q4: 28,308 shares; 2026Q1: 27,914 shares 27,914 $4.46M 0.85% -394 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 4,496 shares; 2025Q3: 4,601 shares; 2025Q4: 9,206 shares; 2026Q1: 9,159 shares 9,159 $4.22M 0.8% -47 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,679 shares; 2024Q4: 12,521 shares; 2025Q1: 13,051 shares; 2025Q2: 13,326 shares; 2025Q3: 13,737 shares; 2025Q4: 13,233 shares; 2026Q1: 12,604 shares 12,604 $4.14M 0.79% -629 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 2,990 shares; 2025Q1: 2,497 shares; 2025Q2: 1,817 shares; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares; 2026Q1: 32,577 shares 32,577 $3.95M 0.75% +30,710 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: 6,362 shares; 2024Q4: 5,737 shares; 2025Q1: 5,598 shares; 2025Q2: 5,632 shares; 2025Q3: 5,623 shares; 2025Q4: 5,496 shares; 2026Q1: 5,928 shares 5,928 $3.86M 0.73% +432 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: 15,101 shares; 2024Q4: 15,229 shares; 2025Q1: 15,194 shares; 2025Q2: 8,974 shares; 2025Q3: 10,269 shares; 2025Q4: 10,282 shares; 2026Q1: 11,646 shares 11,646 $3.83M 0.73% +1,364 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: 29,358 shares; 2024Q4: 29,358 shares; 2025Q1: 28,611 shares; 2025Q2: 28,936 shares; 2025Q3: 28,525 shares; 2025Q4: 18,223 shares; 2026Q1: 17,823 shares 17,823 $3.82M 0.73% -400 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: 4 shares; 2025Q3: 4 shares; 2025Q4: 6,127 shares; 2026Q1: 9,545 shares 9,545 $3.73M 0.71% +3,418 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: 12,611 shares; 2024Q4: 12,701 shares; 2025Q1: 12,388 shares; 2025Q2: 12,275 shares; 2025Q3: 12,309 shares; 2025Q4: 12,324 shares; 2026Q1: 12,179 shares 12,179 $3.68M 0.7% -145 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: 86,451 shares; 2024Q4: 18,186 shares; 2025Q1: 8,583 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 71,490 shares 71,490 $3.67M 0.7% +70,623 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 3,002 shares; 2025Q1: 3,036 shares; 2025Q2: 3,060 shares; 2025Q3: 3,264 shares; 2025Q4: 3,293 shares; 2026Q1: 3,136 shares 3,136 $3.63M 0.69% -157 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,286 shares; 2025Q1: 1,295 shares; 2025Q2: 1,172 shares; 2025Q3: 1,159 shares; 2025Q4: 1,196 shares; 2026Q1: 2,461 shares 2,461 $3.62M 0.69% +1,265 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: 18,126 shares; 2024Q4: 16,337 shares; 2025Q1: 16,096 shares; 2025Q2: 14,716 shares; 2025Q3: 14,875 shares; 2025Q4: 14,230 shares; 2026Q1: 14,724 shares 14,724 $3.6M 0.68% +494 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: 36,871 shares; 2024Q4: 36,539 shares; 2025Q1: 35,827 shares; 2025Q2: 35,827 shares; 2025Q3: 36,222 shares; 2025Q4: 36,126 shares; 2026Q1: 34,457 shares 34,457 $3.54M 0.67% -1,669 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 12,008 shares; 2025Q1: 10,343 shares; 2025Q2: 10,275 shares; 2025Q3: 9,983 shares; 2025Q4: 9,683 shares; 2026Q1: 9,684 shares 9,684 $3.34M 0.64% +1 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,351 shares; 2024Q4: 12,832 shares; 2025Q1: 12,476 shares; 2025Q2: 12,134 shares; 2025Q3: 11,979 shares; 2025Q4: 11,939 shares; 2026Q1: 11,846 shares 11,846 $3.08M 0.59% -93 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: 6,367 shares; 2025Q1: 6,367 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares; 2025Q4: 5,396 shares; 2026Q1: 5,929 shares 5,929 $2.94M 0.56% +533 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,441 shares; 2024Q4: 5,575 shares; 2025Q1: 3,855 shares; 2025Q2: 3,944 shares; 2025Q3: 3,944 shares; 2025Q4: 3,963 shares; 2026Q1: 3,970 shares 3,970 $2.89M 0.55% +7 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,874 shares; 2024Q4: 47,874 shares; 2025Q1: 47,045 shares; 2025Q2: 47,032 shares; 2025Q3: 47,071 shares; 2025Q4: 52,391 shares; 2026Q1: 51,831 shares 51,831 $2.72M 0.52% -560 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: 46,061 shares; 2024Q4: 45,101 shares; 2025Q1: 45,081 shares; 2025Q2: 43,338 shares; 2025Q3: 41,548 shares; 2025Q4: 41,548 shares; 2026Q1: 41,948 shares 41,948 $2.54M 0.48% +400 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,278 shares; 2024Q4: 24,292 shares; 2025Q1: 24,271 shares; 2025Q2: 23,673 shares; 2025Q3: 23,439 shares; 2025Q4: 23,039 shares; 2026Q1: 23,224 shares 23,224 $2.53M 0.48% +185 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: 41,597 shares; 2024Q4: 41,297 shares; 2025Q1: 41,509 shares; 2025Q2: 23,207 shares; 2025Q3: 23,236 shares; 2025Q4: 23,478 shares; 2026Q1: 21,710 shares 21,710 $2.5M 0.47% -1,768 Timeline IYW 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: 16,210 shares; 2024Q4: 15,010 shares; 2025Q1: 15,053 shares; 2025Q2: 15,053 shares; 2025Q3: 15,053 shares; 2025Q4: 14,853 shares; 2026Q1: 13,555 shares 13,555 $2.46M 0.47% -1,298 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,481 shares; 2024Q4: 52,031 shares; 2025Q1: 50,359 shares; 2025Q2: 50,309 shares; 2025Q3: 50,126 shares; 2025Q4: 48,936 shares; 2026Q1: 48,431 shares 48,431 $2.43M 0.46% -505 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: 5,284 shares; 2024Q4: 9,256 shares; 2025Q1: 4,859 shares; 2025Q2: 4,832 shares; 2025Q3: 4,332 shares; 2025Q4: 4,332 shares; 2026Q1: 22,214 shares 22,214 $2.4M 0.46% +17,882 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,112 shares; 2026Q1: 3,289 shares 3,289 $2.39M 0.46% +177 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,004 shares; 2024Q4: 102,101 shares; 2025Q1: 100,888 shares; 2025Q2: 100,088 shares; 2025Q3: 101,730 shares; 2025Q4: 100,581 shares; 2026Q1: 99,701 shares 99,701 $2.39M 0.45% -880 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,845 shares; 2024Q4: 95,532 shares; 2025Q1: 95,536 shares; 2025Q2: 94,865 shares; 2025Q3: 94,864 shares; 2025Q4: 91,524 shares; 2026Q1: 92,091 shares 92,091 $2.36M 0.45% +567 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,923 shares; 2024Q4: 25,926 shares; 2025Q1: 11,900 shares; 2025Q2: 11,904 shares; 2025Q3: 11,515 shares; 2025Q4: 11,363 shares; 2026Q1: 11,286 shares 11,286 $2.35M 0.45% -77 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: 12,399 shares; 2024Q4: 12,349 shares; 2025Q1: 12,192 shares; 2025Q2: 12,134 shares; 2025Q3: 12,127 shares; 2025Q4: 12,112 shares; 2026Q1: 12,052 shares 12,052 $2.32M 0.44% -60 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 12,567 shares; 2025Q3: 12,567 shares; 2025Q4: 12,567 shares; 2026Q1: 12,490 shares 12,490 $2.28M 0.43% -77 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: 18,941 shares; 2024Q4: 18,687 shares; 2025Q1: 17,466 shares; 2025Q2: 17,446 shares; 2025Q3: 17,165 shares; 2025Q4: 17,384 shares; 2026Q1: 17,320 shares 17,320 $2.23M 0.42% -64 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,597 shares; 2024Q4: 75,343 shares; 2025Q1: 75,443 shares; 2025Q2: 75,098 shares; 2025Q3: 74,362 shares; 2025Q4: 73,441 shares; 2026Q1: 72,317 shares 72,317 $2.19M 0.42% -1,124 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: 10,709 shares; 2024Q4: 10,262 shares; 2025Q1: 10,282 shares; 2025Q2: 10,232 shares; 2025Q3: 10,090 shares; 2025Q4: 10,032 shares; 2026Q1: 7,555 shares 7,555 $2.17M 0.41% -2,477 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,186 shares; 2024Q4: 74,548 shares; 2025Q1: 74,553 shares; 2025Q2: 74,558 shares; 2025Q3: 74,395 shares; 2025Q4: 74,707 shares; 2026Q1: 74,265 shares 74,265 $2.16M 0.41% -442 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: 16,763 shares; 2024Q4: 13,475 shares; 2025Q1: 12,872 shares; 2025Q2: 12,259 shares; 2025Q3: 12,640 shares; 2025Q4: 12,979 shares; 2026Q1: 13,509 shares 13,509 $2.1M 0.4% +530 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: not reported; 2026Q1: 9,637 shares 9,637 $1.97M 0.37% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,099 shares; 2025Q1: 8,119 shares; 2025Q2: 8,119 shares; 2025Q3: 8,136 shares; 2025Q4: 8,004 shares; 2026Q1: 8,004 shares 8,004 $1.94M 0.37% 0 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: 7,794 shares; 2024Q4: 7,835 shares; 2025Q1: 7,860 shares; 2025Q2: 7,613 shares; 2025Q3: 7,607 shares; 2025Q4: 7,153 shares; 2026Q1: 7,177 shares 7,177 $1.88M 0.36% +24 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: 9,236 shares; 2024Q4: 9,058 shares; 2025Q1: 9,051 shares; 2025Q2: 8,703 shares; 2025Q3: 8,705 shares; 2025Q4: 8,662 shares; 2026Q1: 8,644 shares 8,644 $1.88M 0.36% -18 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 11,487 shares; 2025Q1: 14,053 shares; 2025Q2: 14,501 shares; 2025Q3: 14,579 shares; 2025Q4: 9,675 shares; 2026Q1: 4,415 shares 4,415 $1.88M 0.36% -5,260 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,558 shares; 2024Q4: 75,266 shares; 2025Q1: 75,349 shares; 2025Q2: 75,432 shares; 2025Q3: 70,950 shares; 2025Q4: 71,185 shares; 2026Q1: 60,029 shares 60,029 $1.83M 0.35% -11,156 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: 68,748 shares; 2024Q4: 69,962 shares; 2025Q1: 70,438 shares; 2025Q2: 73,081 shares; 2025Q3: 74,968 shares; 2025Q4: 47,740 shares; 2026Q1: 25,194 shares 25,194 $1.81M 0.34% -22,546 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,524 shares; 2024Q4: 67,459 shares; 2025Q1: 67,476 shares; 2025Q2: 62,047 shares; 2025Q3: 62,070 shares; 2025Q4: 61,999 shares; 2026Q1: 62,008 shares 62,008 $1.8M 0.34% +9 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: 7,656 shares; 2024Q4: 7,092 shares; 2025Q1: 6,761 shares; 2025Q2: 6,607 shares; 2025Q3: 6,556 shares; 2025Q4: 6,558 shares; 2026Q1: 6,542 shares 6,542 $1.74M 0.33% -16 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,975 shares; 2024Q4: 8,675 shares; 2025Q1: 8,675 shares; 2025Q2: 8,375 shares; 2025Q3: 8,378 shares; 2025Q4: 8,378 shares; 2026Q1: 8,078 shares 8,078 $1.68M 0.32% -300 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,362 shares; 2024Q4: 24,363 shares; 2025Q1: 24,363 shares; 2025Q2: 24,487 shares; 2025Q3: 24,317 shares; 2025Q4: 24,098 shares; 2026Q1: 24,098 shares 24,098 $1.63M 0.31% 0 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: 13,718 shares; 2024Q4: 13,218 shares; 2025Q1: 13,210 shares; 2025Q2: 12,472 shares; 2025Q3: 12,474 shares; 2025Q4: 12,412 shares; 2026Q1: 12,414 shares 12,414 $1.63M 0.31% +2 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: 42,979 shares; 2024Q4: 42,980 shares; 2025Q1: 39,401 shares; 2025Q2: 35,795 shares; 2025Q3: 34,528 shares; 2025Q4: 33,108 shares; 2026Q1: 32,409 shares 32,409 $1.58M 0.3% -699 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,072 shares 2,072 $1.53M 0.29% new 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: 480 shares; 2024Q4: 806 shares; 2025Q1: 956 shares; 2025Q2: 8,675 shares; 2025Q3: 9,179 shares; 2025Q4: 5,809 shares; 2026Q1: 2,647 shares 2,647 $1.51M 0.29% -3,162 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: 9,028 shares; 2024Q4: 8,548 shares; 2025Q1: 8,488 shares; 2025Q2: 7,775 shares; 2025Q3: 7,518 shares; 2025Q4: 7,217 shares; 2026Q1: 6,882 shares 6,882 $1.48M 0.28% -335 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: 12,410 shares; 2024Q4: 12,336 shares; 2025Q1: 12,322 shares; 2025Q2: 10,666 shares; 2025Q3: 10,303 shares; 2025Q4: 9,729 shares; 2026Q1: 9,439 shares 9,439 $1.4M 0.27% -290 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,571 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares 1,556 $1.39M 0.26% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,697 shares; 2024Q4: 13,097 shares; 2025Q1: 12,697 shares; 2025Q2: 12,697 shares; 2025Q3: 12,697 shares; 2025Q4: 12,614 shares; 2026Q1: 12,432 shares 12,432 $1.36M 0.26% -182 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: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,450 shares 4,450 $1.31M 0.25% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 2,362 shares; 2025Q1: 2,362 shares; 2025Q2: 2,301 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares; 2026Q1: 2,327 shares 2,327 $1.31M 0.25% +1 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: 6,986 shares; 2024Q4: 6,995 shares; 2025Q1: 7,004 shares; 2025Q2: 7,011 shares; 2025Q3: 6,977 shares; 2025Q4: 6,985 shares; 2026Q1: 6,992 shares 6,992 $1.16M 0.22% +7 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,885 shares; 2025Q2: 1,984 shares; 2025Q3: 1,984 shares; 2025Q4: 2,019 shares; 2026Q1: 1,928 shares 1,928 $1.15M 0.22% -91 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: 1,120 shares; 2024Q4: 1,251 shares; 2025Q1: 1,204 shares; 2025Q2: 1,379 shares; 2025Q3: 1,374 shares; 2025Q4: 13,880 shares; 2026Q1: 11,732 shares 11,732 $1.13M 0.21% -2,148 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: 4,519 shares; 2024Q4: 4,457 shares; 2025Q1: 4,457 shares; 2025Q2: 3,608 shares; 2025Q3: 3,613 shares; 2025Q4: 3,178 shares; 2026Q1: 3,175 shares 3,175 $1.12M 0.21% -3 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,686 shares 3,686 $1.11M 0.21% +500 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: 8,364 shares; 2024Q4: 8,595 shares; 2025Q1: 8,599 shares; 2025Q2: 20,212 shares; 2025Q3: 24,018 shares; 2025Q4: 23,200 shares; 2026Q1: 37,773 shares 37,773 $1.1M 0.21% +14,573 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $1.07M 0.2% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,289 shares; 2025Q1: 3,289 shares; 2025Q2: 3,289 shares; 2025Q3: 3,289 shares; 2025Q4: 3,289 shares; 2026Q1: 3,289 shares 3,289 $1.06M 0.2% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,211 shares; 2024Q4: 10,211 shares; 2025Q1: 10,211 shares; 2025Q2: 10,211 shares; 2025Q3: 10,830 shares; 2025Q4: 10,830 shares; 2026Q1: 10,830 shares 10,830 $1.05M 0.2% 0 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: 12,157 shares; 2024Q4: 12,239 shares; 2025Q1: 12,004 shares; 2025Q2: 11,046 shares; 2025Q3: 10,353 shares; 2025Q4: 6,428 shares; 2026Q1: 5,069 shares 5,069 $1.01M 0.19% -1,359 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,797 shares; 2024Q4: 69,997 shares; 2025Q1: 68,912 shares; 2025Q2: 67,139 shares; 2025Q3: 65,988 shares; 2025Q4: 53,762 shares; 2026Q1: 52,959 shares 52,959 $974K 0.19% -803 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: 3,376 shares; 2024Q4: 3,186 shares; 2025Q1: 2,896 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: 2,896 shares; 2026Q1: 2,846 shares 2,846 $973K 0.18% -50 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: 18,211 shares; 2024Q4: 18,132 shares; 2025Q1: 18,132 shares; 2025Q2: 16,256 shares; 2025Q3: 16,256 shares; 2025Q4: 16,210 shares; 2026Q1: 16,210 shares 16,210 $960K 0.18% 0 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: 2,349 shares; 2024Q4: 2,309 shares; 2025Q1: 2,270 shares; 2025Q2: 2,060 shares; 2025Q3: 2,085 shares; 2025Q4: 3,076 shares; 2026Q1: 3,077 shares 3,077 $956K 0.18% +1 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,211 shares; 2024Q4: 23,211 shares; 2025Q1: 23,211 shares; 2025Q2: 23,211 shares; 2025Q3: 23,211 shares; 2025Q4: 23,211 shares; 2026Q1: 23,211 shares 23,211 $956K 0.18% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 94 shares; 2025Q1: 164 shares; 2025Q2: 170 shares; 2025Q3: 178 shares; 2025Q4: 4,208 shares; 2026Q1: 6,442 shares 6,442 $944K 0.18% +2,234 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 12,621 shares; 2025Q1: 12,073 shares; 2025Q2: 13,804 shares; 2025Q3: 13,813 shares; 2025Q4: 13,815 shares; 2026Q1: 15,375 shares 15,375 $941K 0.18% +1,560 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: 10,812 shares; 2024Q4: 10,602 shares; 2025Q1: 10,606 shares; 2025Q2: 10,610 shares; 2025Q3: 11,893 shares; 2025Q4: 11,644 shares; 2026Q1: 12,097 shares 12,097 $939K 0.18% +453 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: 7,328 shares; 2024Q4: 7,663 shares; 2025Q1: 7,747 shares; 2025Q2: 7,732 shares; 2025Q3: 2,355 shares; 2025Q4: 2,111 shares; 2026Q1: 2,091 shares 2,091 $934K 0.18% -20 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: 8,065 shares; 2024Q4: 8,780 shares; 2025Q1: 8,503 shares; 2025Q2: 8,319 shares; 2025Q3: 8,321 shares; 2025Q4: 8,324 shares; 2026Q1: 10,935 shares 10,935 $905K 0.17% +2,611 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: 4,595 shares; 2024Q4: 4,448 shares; 2025Q1: 4,242 shares; 2025Q2: 4,142 shares; 2025Q3: 4,177 shares; 2025Q4: 3,977 shares; 2026Q1: 3,977 shares 3,977 $899K 0.17% 0 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: 8,593 shares; 2024Q4: 8,093 shares; 2025Q1: 8,043 shares; 2025Q2: 8,043 shares; 2025Q3: 8,117 shares; 2025Q4: 6,159 shares; 2026Q1: 5,992 shares 5,992 $881K 0.17% -167 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,048 shares; 2024Q4: 11,917 shares; 2025Q1: 11,755 shares; 2025Q2: 11,555 shares; 2025Q3: 11,017 shares; 2025Q4: 10,336 shares; 2026Q1: 10,340 shares 10,340 $881K 0.17% +4 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: 9,312 shares; 2024Q4: 8,357 shares; 2025Q1: 2,497 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,032 shares 2,032 $879K 0.17% -315 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,948 shares; 2025Q1: 1,949 shares; 2025Q2: 1,870 shares; 2025Q3: 1,871 shares; 2025Q4: 1,872 shares; 2026Q1: 1,873 shares 1,873 $867K 0.16% +1 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: 1,164 shares; 2024Q4: 1,826 shares; 2025Q1: 1,953 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares; 2025Q4: 1,911 shares; 2026Q1: 4,491 shares 4,491 $862K 0.16% +2,580 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: 1,982 shares; 2024Q4: 1,480 shares; 2025Q1: 1,451 shares; 2025Q2: 1,401 shares; 2025Q3: 1,411 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares 1,399 $846K 0.16% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,931 shares; 2024Q4: 62,527 shares; 2025Q1: 62,666 shares; 2025Q2: 62,808 shares; 2025Q3: 61,904 shares; 2025Q4: 49,793 shares; 2026Q1: 46,766 shares 46,766 $843K 0.16% -3,027 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,515 shares; 2024Q4: 8,315 shares; 2025Q1: 7,568 shares; 2025Q2: 8,269 shares; 2025Q3: 8,269 shares; 2025Q4: 8,182 shares; 2026Q1: 9,026 shares 9,026 $838K 0.16% +844 Timeline IBTJ 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: 18,728 shares; 2024Q4: 27,921 shares; 2025Q1: 27,921 shares; 2025Q2: 27,921 shares; 2025Q3: 26,310 shares; 2025Q4: 26,310 shares; 2026Q1: 37,384 shares 37,384 $817K 0.16% +11,074 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,396 shares 41,396 $816K 0.16% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,629 shares; 2024Q4: 26,229 shares; 2025Q1: 26,229 shares; 2025Q2: 26,229 shares; 2025Q3: 24,754 shares; 2025Q4: 24,754 shares; 2026Q1: 35,029 shares 35,029 $815K 0.15% +10,275 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,209 shares 37,209 $814K 0.15% new Timeline IBDR 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: 16,613 shares; 2024Q4: 25,336 shares; 2025Q1: 25,336 shares; 2025Q2: 25,336 shares; 2025Q3: 23,894 shares; 2025Q4: 23,894 shares; 2026Q1: 33,598 shares 33,598 $814K 0.15% +9,704 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,898 shares; 2024Q4: 26,855 shares; 2025Q1: 26,855 shares; 2025Q2: 26,855 shares; 2025Q3: 25,288 shares; 2025Q4: 25,288 shares; 2026Q1: 36,366 shares 36,366 $810K 0.15% +11,078 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,756 shares; 2024Q4: 26,588 shares; 2025Q1: 26,588 shares; 2025Q2: 26,588 shares; 2025Q3: 25,090 shares; 2025Q4: 25,090 shares; 2026Q1: 36,106 shares 36,106 $810K 0.15% +11,016 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,976 shares; 2024Q4: 8,795 shares; 2025Q1: 8,795 shares; 2025Q2: 7,595 shares; 2025Q3: 7,595 shares; 2025Q4: 7,595 shares; 2026Q1: 7,595 shares 7,595 $806K 0.15% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,362 shares; 2024Q4: 25,786 shares; 2025Q1: 25,786 shares; 2025Q2: 25,786 shares; 2025Q3: 24,342 shares; 2025Q4: 24,342 shares; 2026Q1: 35,182 shares 35,182 $806K 0.15% +10,840 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,983 shares; 2024Q4: 23,854 shares; 2025Q1: 23,854 shares; 2025Q2: 23,854 shares; 2025Q3: 22,460 shares; 2025Q4: 22,460 shares; 2026Q1: 31,704 shares 31,704 $803K 0.15% +9,244 Timeline IBDS 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: 16,703 shares; 2024Q4: 24,883 shares; 2025Q1: 24,883 shares; 2025Q2: 24,883 shares; 2025Q3: 23,444 shares; 2025Q4: 23,444 shares; 2026Q1: 33,124 shares 33,124 $803K 0.15% +9,680 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,150 shares; 2024Q4: 24,150 shares; 2025Q1: 24,150 shares; 2025Q2: 24,150 shares; 2025Q3: 24,150 shares; 2025Q4: 24,150 shares; 2026Q1: 24,150 shares 24,150 $791K 0.15% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4,069 shares; 2025Q1: 3,923 shares; 2025Q2: 4,005 shares; 2025Q3: 4,070 shares; 2025Q4: 4,020 shares; 2026Q1: 4,878 shares 4,878 $789K 0.15% +858 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 285 shares; 2025Q4: 280 shares; 2026Q1: 712 shares 712 $777K 0.15% +432 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 2,541 shares; 2025Q3: 8,500 shares; 2025Q4: 8,266 shares; 2026Q1: 2,745 shares 2,745 $767K 0.15% -5,521 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,842 shares; 2025Q1: 1,745 shares; 2025Q2: 1,761 shares; 2025Q3: 1,751 shares; 2025Q4: 1,319 shares; 2026Q1: 1,307 shares 1,307 $754K 0.14% -12 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,883 shares; 2025Q1: 1,746 shares; 2025Q2: 1,746 shares; 2025Q3: 1,746 shares; 2025Q4: 1,746 shares; 2026Q1: 1,746 shares 1,746 $751K 0.14% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,938 shares; 2024Q4: 12,547 shares; 2025Q1: 13,942 shares; 2025Q2: 13,942 shares; 2025Q3: 14,127 shares; 2025Q4: 14,127 shares; 2026Q1: 13,883 shares 13,883 $739K 0.14% -244 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: 11,497 shares; 2024Q4: 11,497 shares; 2025Q1: 11,292 shares; 2025Q2: 9,595 shares; 2025Q3: 10,725 shares; 2025Q4: 10,699 shares; 2026Q1: 10,039 shares 10,039 $716K 0.14% -660 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 5,214 shares; 2025Q1: 5,216 shares; 2025Q2: 5,117 shares; 2025Q3: 5,119 shares; 2025Q4: 4,960 shares; 2026Q1: 4,907 shares 4,907 $713K 0.14% -53 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: 38,360 shares; 2024Q4: 28,201 shares; 2025Q1: 26,761 shares; 2025Q2: 25,039 shares; 2025Q3: 25,339 shares; 2025Q4: 24,841 shares; 2026Q1: 24,541 shares 24,541 $689K 0.13% -300 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 3,743 shares; 2025Q1: 3,692 shares; 2025Q2: 3,523 shares; 2025Q3: 3,530 shares; 2025Q4: 3,265 shares; 2026Q1: 2,469 shares 2,469 $686K 0.13% -796 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: 8,060 shares; 2024Q4: 7,680 shares; 2025Q1: 7,680 shares; 2025Q2: 7,699 shares; 2025Q3: 7,699 shares; 2025Q4: 7,699 shares; 2026Q1: 7,570 shares 7,570 $671K 0.13% -129 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: 456 shares; 2025Q1: 456 shares; 2025Q2: 676 shares; 2025Q3: 684 shares; 2025Q4: 682 shares; 2026Q1: 674 shares 674 $649K 0.12% -8 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,645 shares; 2025Q1: 2,512 shares; 2025Q2: 2,512 shares; 2025Q3: 2,512 shares; 2025Q4: 2,422 shares; 2026Q1: 2,422 shares 2,422 $646K 0.12% 0 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: 2,969 shares; 2024Q4: 2,924 shares; 2025Q1: 2,924 shares; 2025Q2: 2,794 shares; 2025Q3: 2,776 shares; 2025Q4: 2,756 shares; 2026Q1: 2,400 shares 2,400 $640K 0.12% -356 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,640 shares; 2024Q4: 6,684 shares; 2025Q1: 6,698 shares; 2025Q2: 6,726 shares; 2025Q3: 6,746 shares; 2025Q4: 6,816 shares; 2026Q1: 8,417 shares 8,417 $632K 0.12% +1,601 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: 899 shares; 2024Q4: 860 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 772 shares; 2025Q4: 690 shares; 2026Q1: 679 shares 679 $624K 0.12% -11 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 3,304 shares; 2025Q2: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 3,306 shares; 2026Q1: 3,257 shares 3,257 $617K 0.12% -49 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: 8,882 shares; 2024Q4: 8,783 shares; 2025Q1: 8,787 shares; 2025Q2: 8,797 shares; 2025Q3: 8,815 shares; 2025Q4: 8,885 shares; 2026Q1: 11,052 shares 11,052 $597K 0.11% +2,167 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: 19,955 shares; 2024Q4: 19,571 shares; 2025Q1: 19,559 shares; 2025Q2: 19,555 shares; 2025Q3: 18,118 shares; 2025Q4: 17,935 shares; 2026Q1: 17,682 shares 17,682 $593K 0.11% -253 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: 3,071 shares; 2024Q4: 3,071 shares; 2025Q1: 3,071 shares; 2025Q2: 3,486 shares; 2025Q3: 3,486 shares; 2025Q4: 3,578 shares; 2026Q1: 3,578 shares 3,578 $589K 0.11% 0 Timeline VCSH 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: 18,952 shares; 2024Q4: 15,306 shares; 2025Q1: 10,837 shares; 2025Q2: 8,295 shares; 2025Q3: 8,220 shares; 2025Q4: 7,519 shares; 2026Q1: 7,346 shares 7,346 $582K 0.11% -173 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: 1,757 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,431 shares; 2025Q3: 1,188 shares; 2025Q4: 1,329 shares; 2026Q1: 1,213 shares 1,213 $581K 0.11% -116 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: 8,359 shares; 2024Q4: 8,228 shares; 2025Q1: 8,147 shares; 2025Q2: 8,562 shares; 2025Q3: 8,625 shares; 2025Q4: 8,683 shares; 2026Q1: 8,752 shares 8,752 $578K 0.11% +69 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,733 shares; 2025Q3: 74,774 shares; 2025Q4: 74,774 shares; 2026Q1: 74,774 shares 74,774 $566K 0.11% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $555K 0.11% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,580 shares; 2025Q1: 2,658 shares; 2025Q2: 2,715 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares; 2026Q1: 5,001 shares 5,001 $554K 0.11% +2,289 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,615 shares; 2024Q4: 4,615 shares; 2025Q1: 4,615 shares; 2025Q2: 4,615 shares; 2025Q3: 5,315 shares; 2025Q4: 5,315 shares; 2026Q1: 5,700 shares 5,700 $550K 0.1% +385 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $545K 0.1% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,507 shares; 2024Q4: 15,194 shares; 2025Q1: 14,428 shares; 2025Q2: 12,832 shares; 2025Q3: 12,120 shares; 2025Q4: 10,291 shares; 2026Q1: 10,291 shares 10,291 $544K 0.1% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,817 shares; 2025Q1: 6,817 shares; 2025Q2: 6,817 shares; 2025Q3: 6,717 shares; 2025Q4: 6,717 shares; 2026Q1: 6,717 shares 6,717 $527K 0.1% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 5,528 shares; 2025Q1: 5,531 shares; 2025Q2: 5,534 shares; 2025Q3: 5,538 shares; 2025Q4: 5,542 shares; 2026Q1: 5,544 shares 5,544 $524K 0.1% +2 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 849 shares 849 $524K 0.1% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,553 shares; 2024Q4: 7,565 shares; 2025Q1: 7,565 shares; 2025Q2: 7,596 shares; 2025Q3: 7,379 shares; 2025Q4: 7,405 shares; 2026Q1: 4,663 shares 4,663 $515K 0.1% -2,742 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,291 shares; 2024Q4: 4,052 shares; 2025Q1: 3,712 shares; 2025Q2: 2,748 shares; 2025Q3: 2,436 shares; 2025Q4: 2,236 shares; 2026Q1: 2,086 shares 2,086 $506K 0.1% -150 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: 8,267 shares; 2024Q4: 8,267 shares; 2025Q1: 5,536 shares; 2025Q2: 11,072 shares; 2025Q3: 11,072 shares; 2025Q4: 10,865 shares; 2026Q1: 10,865 shares 10,865 $504K 0.1% 0 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: 6,805 shares; 2024Q4: 6,628 shares; 2025Q1: 6,628 shares; 2025Q2: 6,628 shares; 2025Q3: 6,628 shares; 2025Q4: 6,628 shares; 2026Q1: 6,628 shares 6,628 $504K 0.1% 0 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: 5,096 shares; 2024Q4: 15,288 shares; 2025Q1: 15,291 shares; 2025Q2: 15,295 shares; 2025Q3: 15,799 shares; 2025Q4: 15,803 shares; 2026Q1: 16,360 shares 16,360 $502K 0.1% +557 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,409 shares; 2025Q3: 40,409 shares; 2025Q4: 40,409 shares; 2026Q1: 40,409 shares 40,409 $492K 0.09% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,698 shares; 2024Q4: 9,437 shares; 2025Q1: 9,422 shares; 2025Q2: 9,422 shares; 2025Q3: 9,422 shares; 2025Q4: 9,422 shares; 2026Q1: 9,422 shares 9,422 $490K 0.09% 0 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: 7,931 shares; 2024Q4: 7,286 shares; 2025Q1: 5,151 shares; 2025Q2: 5,016 shares; 2025Q3: 5,016 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares 5,016 $487K 0.09% 0 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: 3,850 shares; 2024Q4: 3,924 shares; 2025Q1: 3,984 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,843 shares; 2026Q1: 3,843 shares 3,843 $478K 0.09% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,232 shares; 2024Q4: 139,118 shares; 2025Q1: 140,293 shares; 2025Q2: 139,099 shares; 2025Q3: 129,820 shares; 2025Q4: 37,781 shares; 2026Q1: 14,221 shares 14,221 $472K 0.09% -23,560 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,768 shares; 2025Q1: 4,744 shares; 2025Q2: 4,716 shares; 2025Q3: 4,597 shares; 2025Q4: 4,370 shares; 2026Q1: 1,329 shares 1,329 $470K 0.09% -3,041 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: 2,482 shares; 2024Q4: 2,482 shares; 2025Q1: 2,482 shares; 2025Q2: 2,144 shares; 2025Q3: 3,668 shares; 2025Q4: 3,658 shares; 2026Q1: 4,058 shares 4,058 $470K 0.09% +400 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: 3,817 shares; 2024Q4: 3,815 shares; 2025Q1: 3,810 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,525 shares; 2026Q1: 3,525 shares 3,525 $465K 0.09% 0 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: 2,292 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares 2,192 $456K 0.09% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares; 2026Q1: 1,596 shares 1,596 $453K 0.09% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,394 shares; 2024Q4: 16,394 shares; 2025Q1: 15,360 shares; 2025Q2: 13,720 shares; 2025Q3: 11,020 shares; 2025Q4: 11,020 shares; 2026Q1: 11,020 shares 11,020 $452K 0.09% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,265 shares; 2025Q1: 3,265 shares; 2025Q2: 3,265 shares; 2025Q3: 3,315 shares; 2025Q4: 3,315 shares; 2026Q1: 3,433 shares 3,433 $449K 0.09% +118 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: 3,179 shares; 2024Q4: 3,179 shares; 2025Q1: 3,179 shares; 2025Q2: 3,179 shares; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares; 2026Q1: 3,061 shares 3,061 $447K 0.08% -118 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $435K 0.08% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $429K 0.08% 0 Timeline BIV 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: 11,165 shares; 2024Q4: 5,611 shares; 2025Q1: 5,445 shares; 2025Q2: 5,445 shares; 2025Q3: 5,445 shares; 2025Q4: 5,445 shares; 2026Q1: 5,445 shares 5,445 $420K 0.08% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,832 shares; 2025Q1: 2,128 shares; 2025Q2: 2,138 shares; 2025Q3: 2,147 shares; 2025Q4: 2,189 shares; 2026Q1: 2,877 shares 2,877 $419K 0.08% +688 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,073 shares; 2024Q4: 6,910 shares; 2025Q1: 6,903 shares; 2025Q2: 6,992 shares; 2025Q3: 6,994 shares; 2025Q4: 6,999 shares; 2026Q1: 8,470 shares 8,470 $418K 0.08% +1,471 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 2,856 shares; 2025Q1: 2,736 shares; 2025Q2: 2,571 shares; 2025Q3: 2,499 shares; 2025Q4: 2,218 shares; 2026Q1: 2,098 shares 2,098 $410K 0.08% -120 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: 4,598 shares; 2024Q4: 4,548 shares; 2025Q1: 4,548 shares; 2025Q2: 4,548 shares; 2025Q3: 4,548 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares 4,473 $407K 0.08% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 500 shares; 2025Q1: 537 shares; 2025Q2: 558 shares; 2025Q3: 528 shares; 2025Q4: 1,056 shares; 2026Q1: 3,688 shares 3,688 $402K 0.08% +2,632 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: 6,157 shares; 2024Q4: 5,087 shares; 2025Q1: 5,098 shares; 2025Q2: 4,724 shares; 2025Q3: 4,713 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares 2,725 $394K 0.07% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 7,176 shares; 2025Q1: 6,867 shares; 2025Q2: 6,576 shares; 2025Q3: 6,185 shares; 2025Q4: 5,162 shares; 2026Q1: 4,378 shares 4,378 $387K 0.07% -784 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: 5,321 shares; 2024Q4: 6,049 shares; 2025Q1: 6,056 shares; 2025Q2: 6,365 shares; 2025Q3: 6,458 shares; 2025Q4: 5,848 shares; 2026Q1: 4,857 shares 4,857 $387K 0.07% -991 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: 5,300 shares; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares; 2025Q2: 5,136 shares; 2025Q3: 5,136 shares; 2025Q4: 5,136 shares; 2026Q1: 5,136 shares 5,136 $374K 0.07% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 4,553 shares; 2026Q1: 4,553 shares 4,553 $369K 0.07% 0 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: 4,365 shares; 2024Q4: 4,373 shares; 2025Q1: 3,581 shares; 2025Q2: 3,639 shares; 2025Q3: 3,640 shares; 2025Q4: 3,644 shares; 2026Q1: 4,764 shares 4,764 $367K 0.07% +1,120 Timeline KRE 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: 6,820 shares; 2024Q4: 5,820 shares; 2025Q1: 5,820 shares; 2025Q2: 5,635 shares; 2025Q3: 5,635 shares; 2025Q4: 5,635 shares; 2026Q1: 5,635 shares 5,635 $367K 0.07% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: 8,622 shares; 2025Q1: 8,223 shares; 2025Q2: 8,223 shares; 2025Q3: 8,154 shares; 2025Q4: 7,241 shares; 2026Q1: 7,241 shares 7,241 $363K 0.07% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,834 shares; 2024Q4: 10,857 shares; 2025Q1: 10,490 shares; 2025Q2: 10,488 shares; 2025Q3: 9,390 shares; 2025Q4: 8,427 shares; 2026Q1: 6,495 shares 6,495 $362K 0.07% -1,932 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: 3,977 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares 4,110 $356K 0.07% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,966 shares; 2025Q1: 3,966 shares; 2025Q2: 3,906 shares; 2025Q3: 3,906 shares; 2025Q4: 3,906 shares; 2026Q1: 3,906 shares 3,906 $353K 0.07% 0 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: 388 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares 397 $347K 0.07% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,813 shares; 2026Q1: 2,357 shares 2,357 $344K 0.07% -456 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: 6,128 shares; 2024Q4: 5,820 shares; 2025Q1: 5,040 shares; 2025Q2: 4,792 shares; 2025Q3: 4,320 shares; 2025Q4: 3,512 shares; 2026Q1: 3,529 shares 3,529 $340K 0.06% +17 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,901 shares; 2024Q4: 6,517 shares; 2025Q1: 6,523 shares; 2025Q2: 6,529 shares; 2025Q3: 6,536 shares; 2025Q4: 6,869 shares; 2026Q1: 6,877 shares 6,877 $338K 0.06% +8 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,860 shares; 2024Q4: 14,652 shares; 2025Q1: 9,480 shares; 2025Q2: 9,480 shares; 2025Q3: 9,119 shares; 2025Q4: 8,938 shares; 2026Q1: 8,938 shares 8,938 $338K 0.06% 0 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: 5,696 shares; 2024Q4: 3,696 shares; 2025Q1: 3,696 shares; 2025Q2: 3,696 shares; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares; 2026Q1: 3,763 shares 3,763 $337K 0.06% 0 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: 2,160 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 3,063 shares; 2025Q4: 2,903 shares; 2026Q1: 2,903 shares 2,903 $329K 0.06% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,982 shares; 2025Q1: 2,984 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares; 2026Q1: 2,984 shares 2,984 $328K 0.06% 0 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: 992 shares; 2024Q4: 1,142 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares 1,003 $327K 0.06% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 6,376 shares; 2025Q1: 6,895 shares; 2025Q2: 7,155 shares; 2025Q3: 7,389 shares; 2025Q4: 24,650 shares; 2026Q1: 3,110 shares 3,110 $325K 0.06% -21,540 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: 13,198 shares; 2024Q4: 12,977 shares; 2025Q1: 12,787 shares; 2025Q2: 10,961 shares; 2025Q3: 2,637 shares; 2025Q4: 1,734 shares; 2026Q1: 1,181 shares 1,181 $320K 0.06% -553 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: 216 shares; 2024Q4: 217 shares; 2025Q1: 218 shares; 2025Q2: 219 shares; 2025Q3: 785 shares; 2025Q4: 758 shares; 2026Q1: 1,559 shares 1,559 $317K 0.06% +801 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: 31,023 shares; 2024Q4: 29,657 shares; 2025Q1: 22,565 shares; 2025Q2: 21,841 shares; 2025Q3: 21,491 shares; 2025Q4: 14,452 shares; 2026Q1: 10,726 shares 10,726 $308K 0.06% -3,726 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 6,480 shares; 2025Q1: 6,480 shares; 2025Q2: 6,480 shares; 2025Q3: 6,480 shares; 2025Q4: 6,480 shares; 2026Q1: 6,480 shares 6,480 $305K 0.06% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,635 shares; 2025Q3: 25,635 shares; 2025Q4: 25,635 shares; 2026Q1: 25,635 shares 25,635 $295K 0.06% 0 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: 356 shares; 2024Q4: 383 shares; 2025Q1: 382 shares; 2025Q2: 384 shares; 2025Q3: 410 shares; 2025Q4: 411 shares; 2026Q1: 412 shares 412 $292K 0.06% +1 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,764 shares; 2024Q4: 15,005 shares; 2025Q1: 14,750 shares; 2025Q2: 14,750 shares; 2025Q3: 14,750 shares; 2025Q4: 14,750 shares; 2026Q1: 13,660 shares 13,660 $285K 0.05% -1,090 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 2,834 shares; 2025Q1: 2,835 shares; 2025Q2: 2,836 shares; 2025Q3: 2,688 shares; 2025Q4: 2,489 shares; 2026Q1: 2,490 shares 2,490 $282K 0.05% +1 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,810 shares; 2024Q4: 5,810 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares 3,810 $281K 0.05% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,208 shares; 2025Q1: 5,090 shares; 2025Q2: 5,090 shares; 2025Q3: 5,692 shares; 2025Q4: 5,692 shares; 2026Q1: 5,692 shares 5,692 $279K 0.05% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 3,289 shares; 2025Q1: 3,298 shares; 2025Q2: 2,960 shares; 2025Q3: 2,969 shares; 2025Q4: 2,978 shares; 2026Q1: 2,985 shares 2,985 $278K 0.05% +7 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,069 shares; 2025Q3: 22,069 shares; 2025Q4: 22,069 shares; 2026Q1: 22,069 shares 22,069 $272K 0.05% 0 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: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,793 shares; 2025Q2: 1,793 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares; 2026Q1: 2,735 shares 2,735 $271K 0.05% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares 24,000 $270K 0.05% 0 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: 131 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $267K 0.05% 0 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: 4,165 shares; 2024Q4: 3,590 shares; 2025Q1: 3,521 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares; 2025Q4: 3,565 shares; 2026Q1: 3,565 shares 3,565 $263K 0.05% 0 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: 2,865 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,590 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares 1,624 $255K 0.05% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD 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: 22,335 shares 22,335 $252K 0.05% new 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: 4,915 shares; 2024Q4: 4,833 shares; 2025Q1: 4,833 shares; 2025Q2: 4,833 shares; 2025Q3: 4,898 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares 4,652 $252K 0.05% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,290 shares; 2026Q1: 1,250 shares 1,250 $245K 0.05% -40 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,900 shares; 2025Q3: 22,900 shares; 2025Q4: 22,900 shares; 2026Q1: 22,900 shares 22,900 $238K 0.05% 0 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: 500 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 794 shares 794 $237K 0.05% +33 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 574 shares; 2026Q1: 568 shares 568 $237K 0.04% -6 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares 2,875 $235K 0.04% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares 738 $235K 0.04% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $230K 0.04% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares 1,631 $227K 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares 1,060 $220K 0.04% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares 2,570 $210K 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,332 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares; 2026Q1: 2,199 shares 2,199 $199K 0.04% -133 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $189K 0.04% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,900 shares 1,900 $189K 0.04% -100 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares 644 $187K 0.04% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,439 shares; 2024Q4: 27,439 shares; 2025Q1: 27,439 shares; 2025Q2: 27,439 shares; 2025Q3: 26,451 shares; 2025Q4: 24,474 shares; 2026Q1: 24,474 shares 24,474 $185K 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,739 shares; 2025Q1: 2,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,852 shares; 2026Q1: 2,852 shares 2,852 $183K 0.03% 0 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: 8,211 shares; 2024Q4: 8,388 shares; 2025Q1: 3,463 shares; 2025Q2: 2,988 shares; 2025Q3: 2,493 shares; 2025Q4: 1,050 shares; 2026Q1: 748 shares 748 $182K 0.03% -302 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,540 shares; 2025Q1: 1,580 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,523 shares; 2026Q1: 1,392 shares 1,392 $178K 0.03% -131 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $177K 0.03% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,812 shares 2,812 $174K 0.03% +810 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 5,426 shares; 2025Q1: 5,426 shares; 2025Q2: 5,426 shares; 2025Q3: 5,426 shares; 2025Q4: 5,426 shares; 2026Q1: 5,426 shares 5,426 $168K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 2,119 shares; 2025Q1: 2,148 shares; 2025Q2: 1,901 shares; 2025Q3: 1,918 shares; 2025Q4: 1,909 shares; 2026Q1: 1,876 shares 1,876 $163K 0.03% -33 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,669 shares; 2025Q1: 2,149 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares; 2025Q4: 2,029 shares; 2026Q1: 2,029 shares 2,029 $162K 0.03% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,607 shares; 2025Q4: 4,607 shares; 2026Q1: 6,870 shares 6,870 $160K 0.03% +2,263 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,088 shares; 2025Q1: 3,042 shares; 2025Q2: 2,909 shares; 2025Q3: 2,065 shares; 2025Q4: 2,236 shares; 2026Q1: 2,177 shares 2,177 $154K 0.03% -59 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: 1,098 shares; 2024Q4: 1,207 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 783 shares; 2026Q1: 783 shares 783 $152K 0.03% 0 Timeline IJK 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: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $151K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 3,220 shares; 2025Q3: 3,220 shares; 2025Q4: 3,220 shares; 2026Q1: 3,220 shares 3,220 $150K 0.03% 0 Timeline IJT 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: 1,346 shares; 2024Q4: 1,346 shares; 2025Q1: 1,346 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares 1,007 $146K 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 246 shares; 2025Q4: 224 shares; 2026Q1: 424 shares 424 $146K 0.03% +200 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $142K 0.03% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 2,110 shares; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares 1,960 $141K 0.03% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,631 shares; 2024Q4: 5,631 shares; 2025Q1: 5,631 shares; 2025Q2: 5,631 shares; 2025Q3: 5,631 shares; 2025Q4: 5,631 shares; 2026Q1: 5,631 shares 5,631 $141K 0.03% 0 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: 961 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 961 shares; 2026Q1: 961 shares 961 $140K 0.03% 0 Timeline IEF 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: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: 1,437 shares; 2025Q3: 1,437 shares; 2025Q4: 1,437 shares; 2026Q1: 1,437 shares 1,437 $137K 0.03% 0 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $134K 0.03% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 280 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 273 shares 273 $131K 0.02% +3 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,500 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 1,406 shares 1,406 $130K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 1,400 shares; 2025Q1: 1,220 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 638 shares; 2026Q1: 638 shares 638 $127K 0.02% 0 Timeline SCHC 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: 2,549 shares; 2024Q4: 2,593 shares; 2025Q1: 2,593 shares; 2025Q2: 2,596 shares; 2025Q3: 2,596 shares; 2025Q4: 2,643 shares; 2026Q1: 2,643 shares 2,643 $124K 0.02% 0 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: 851 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 941 shares 941 $123K 0.02% 0 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: 1,426 shares; 2024Q4: 1,430 shares; 2025Q1: 1,423 shares; 2025Q2: 1,428 shares; 2025Q3: 1,390 shares; 2025Q4: 1,327 shares; 2026Q1: 1,336 shares 1,336 $123K 0.02% +9 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $122K 0.02% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $118K 0.02% 0 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $118K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,119 shares; 2025Q1: 1,119 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $117K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 161 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 399 shares 399 $116K 0.02% +250 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: 133 shares; 2024Q4: 133 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 197 shares; 2025Q4: 156 shares; 2026Q1: 356 shares 356 $113K 0.02% +200 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 2,681 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares; 2026Q1: 1,607 shares 1,607 $110K 0.02% +426 Timeline IJS 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: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,096 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares 923 $109K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,046 shares; 2025Q1: 3,621 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,046 shares; 2026Q1: 2,934 shares 2,934 $109K 0.02% -112 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,908 shares 1,908 $109K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $102K 0.02% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,702 shares; 2025Q1: 702 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704 $101K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,240 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $97.4K 0.02% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 3,127 shares; 2025Q1: 3,285 shares; 2025Q2: 3,491 shares; 2025Q3: 3,408 shares; 2025Q4: 3,283 shares; 2026Q1: 270 shares 270 $92.4K 0.02% -3,013 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: 656 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $91.1K 0.02% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $90.6K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $90K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $89K 0.02% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $87K 0.02% 0 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: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $85.7K 0.02% 0 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $85.6K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $85.5K 0.02% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $84.9K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,378 shares; 2024Q4: 69,288 shares; 2025Q1: 49,319 shares; 2025Q2: 47,530 shares; 2025Q3: 10,625 shares; 2025Q4: 5,385 shares; 2026Q1: 2,650 shares 2,650 $84.8K 0.02% -2,735 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: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 2,004 shares 2,004 $84.8K 0.02% 0 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: 992 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552 $84.3K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $84K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,049 shares; 2025Q1: 1,992 shares; 2025Q2: 1,865 shares; 2025Q3: 1,870 shares; 2025Q4: 1,875 shares; 2026Q1: 1,484 shares 1,484 $83.6K 0.02% -391 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 949 shares; 2026Q1: 949 shares 949 $77.7K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,616 shares; 2025Q4: 1,466 shares; 2026Q1: 1,345 shares 1,345 $77.5K 0.01% -121 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 463 shares 463 $76.5K 0.01% new Timeline JNK 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: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares 771 $73.8K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $73.4K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 325 shares 325 $73K 0.01% -27 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares 1,242 $72.6K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,303 shares; 2025Q1: 1,604 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares 1,304 $72.1K 0.01% 0 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: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $71.3K 0.01% 0 Timeline VIS 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: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $71.2K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 767 shares 767 $71.1K 0.01% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,121 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380 $69.9K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $69.2K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,012 shares 1,012 $67.1K 0.01% 0 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares 1,392 $66.2K 0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares 716 $65.6K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 730 shares 730 $64.4K 0.01% +5 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214 shares 214 $63.7K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $63.3K 0.01% 0 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: 1,927 shares; 2024Q4: 1,814 shares; 2025Q1: 1,582 shares; 2025Q2: 164 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 167 shares 167 $62.1K 0.01% +5 Timeline PSK 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $61.7K 0.01% 0 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: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $61.5K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 412 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $60.9K 0.01% 0 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,264 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $59.5K 0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,938 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 1,938 shares; 2026Q1: 1,938 shares 1,938 $57.6K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $56.9K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $56.6K 0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $54.6K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 492 shares; 2025Q4: 377 shares; 2026Q1: 661 shares 661 $54.2K 0.01% +284 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: 161 shares; 2024Q4: 161 shares; 2025Q1: 124 shares; 2025Q2: 154 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $52.5K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 784 shares 784 $51.2K 0.01% -62 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 540 shares 540 $50.7K 0.01% +487 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $50.5K 0.01% 0 Timeline VCR 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: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $50.3K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 4,365 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares 1,138 $50.2K 0.01% 0 Timeline VMBS 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: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,056 shares 1,056 $49.6K 0.01% +16 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 796 shares; 2026Q1: 650 shares 650 $49.5K 0.01% -146 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,496 shares 1,496 $49.2K 0.01% -64 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,518 shares; 2025Q1: 1,291 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 708 shares; 2026Q1: 782 shares 782 $47.9K 0.01% +74 Timeline VFH 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: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $47.1K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $47.1K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 3,004 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $46.3K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $44.6K 0.01% 0 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: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 63 shares; 2026Q1: 66 shares 66 $43.1K 0.01% +3 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $43K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $42.2K 0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,358 shares; 2025Q1: 6,358 shares; 2025Q2: 6,358 shares; 2025Q3: 4,858 shares; 2025Q4: 4,858 shares; 2026Q1: 4,858 shares 4,858 $41.4K 0.01% 0 Timeline IYH 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: 850 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 658 shares 658 $40.6K 0.01% +122 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: 179 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $40.2K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227 $39.9K 0.01% 0 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: not reported; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $39.8K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $39.3K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $38.7K 0.01% 0 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: 945 shares; 2024Q4: 945 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $37.5K 0.01% 0 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: 5 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $37.1K 0.01% 0 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $36.7K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $36.7K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $36.5K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $34.9K 0.01% 0 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 4,242 shares 4,242 $34.5K 0.01% +3,825 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 613 shares 613 $33.5K 0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $33.2K 0.01% 0 Timeline VGK 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $33K 0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 272 shares; 2025Q1: 249 shares; 2025Q2: 246 shares; 2025Q3: 237 shares; 2025Q4: 197 shares; 2026Q1: 157 shares 157 $32.8K 0.01% -40 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares 735 $32.1K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 354 shares 354 $32K 0.01% +166 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $32K 0.01% 0 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: 50 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $30.1K 0.01% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $29.9K 0.01% 0 Timeline IYJ 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $29.5K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $29.5K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $28.8K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $28.8K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 742 shares; 2026Q1: 742 shares 742 $28.3K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: 541 shares; 2026Q1: 541 shares 541 $26.4K 0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL 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: 61 shares; 2026Q1: 437 shares 437 $26.3K 0.01% +376 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 762 shares 762 $26.2K <0.01% 0 Timeline IHE 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $26K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414 $25.9K <0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $25.9K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $25K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $24.4K <0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $24.4K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $24.1K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 505 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $23.8K <0.01% 0 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 1,025 shares 1,025 $23.7K <0.01% +6 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 243 shares; 2026Q1: 161 shares 161 $23.5K <0.01% -82 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $23.3K <0.01% 0 Timeline XES 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $23.3K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares 329 $22.4K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,050 shares; 2024Q4: 20,563 shares; 2025Q1: 20,463 shares; 2025Q2: 20,489 shares; 2025Q3: 20,453 shares; 2025Q4: 12,448 shares; 2026Q1: 103 shares 103 $22.3K <0.01% -12,345 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $22K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 117 shares 117 $21.8K <0.01% -6 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $20.8K <0.01% 0 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $19.7K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 436 shares 436 $18.8K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 3,707 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares 1,373 $18.5K <0.01% 0 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: 200 shares; 2026Q1: 200 shares 200 $18.2K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $18K <0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $17.1K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $16.9K <0.01% 0 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: 987 shares; 2024Q4: 961 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 241 shares; 2026Q1: 602 shares 602 $16.5K <0.01% +361 Timeline VOOG 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $16.3K <0.01% 0 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $16.2K <0.01% 0 Timeline IYY 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $15.8K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $15.6K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $15.5K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $15K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $14.7K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $14.3K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $14.1K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $13.8K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares 229 $13.4K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $12.8K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $12.5K <0.01% 0 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $12.3K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $12.2K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $11.9K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $11.8K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $11.7K <0.01% 0 Timeline VGLT 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: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $11.3K <0.01% 0 Timeline CSD 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11.3K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $11.2K <0.01% 0 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: 2,751 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 428 shares 428 $11.2K <0.01% 0 Timeline VAW 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: 54 shares; 2025Q1: 54 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $11K <0.01% 0 Timeline MGK 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: 85 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 27 shares; 2026Q1: 30 shares 30 $11K <0.01% +3 Timeline DGS 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: 879 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 182 shares; 2025Q3: 181 shares; 2025Q4: 182 shares; 2026Q1: 183 shares 183 $11K <0.01% +1 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $10.8K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 428 shares 428 $10.7K <0.01% new Timeline IBB 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: 83 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $10.6K <0.01% 0 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: 1,170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $10.2K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $10.1K <0.01% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $9.9K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $9.67K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $9.42K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 93 shares 93 $9.04K <0.01% -15 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 288 shares; 2025Q1: 244 shares; 2025Q2: 200 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 200 shares 200 $8.33K <0.01% -21 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $8.21K <0.01% 0 Timeline MBBA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165 shares 165 $8.21K <0.01% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $7.94K <0.01% 0 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: 213 shares 213 $7.88K <0.01% new Timeline IAI 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: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $7.88K <0.01% 0 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: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $7.85K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 234 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $7.74K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 446 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $7.72K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $7.39K <0.01% 0 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $7.28K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,396 shares; 2024Q4: 12,396 shares; 2025Q1: 11,836 shares; 2025Q2: 10,236 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $7.03K <0.01% 0 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $6.95K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $6.81K <0.01% 0 Timeline IAK 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: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $6.8K <0.01% 0 Timeline IYC 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: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $6.78K <0.01% 0 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $6.73K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares 93 $6.49K <0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS 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: 60 shares 60 $6.41K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 967 shares; 2025Q1: 862 shares; 2025Q2: 245 shares; 2025Q3: 104 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $6.05K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $5.75K <0.01% 0 Timeline IGV 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: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $5.6K <0.01% 0 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $5.38K <0.01% 0 Timeline KRRO KORRO BIO INC More: the full row for KORRO BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $4.95K <0.01% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $4.94K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $4.87K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $4.62K <0.01% 0 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: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $4.39K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 12 shares 12 $4.27K <0.01% -13 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $4.16K <0.01% 0 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $4.12K <0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $4.02K <0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares 42 $3.94K <0.01% new Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.79K <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $3.77K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares 34 $3.73K <0.01% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $3.62K <0.01% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $3.58K <0.01% 0 Timeline VTWO 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 35 shares 35 $3.51K <0.01% +28 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 56 shares; 2026Q1: 75 shares 75 $3.44K <0.01% +19 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $3.36K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $3.3K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $3.18K <0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $3.08K <0.01% 0 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $3.07K <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $2.67K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 228 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 32 shares 32 $2.47K <0.01% -65 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.37K <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.2K <0.01% 0 Timeline PGF 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: 281 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 160 shares 160 $2.2K <0.01% -103 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $2.19K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 16 shares 16 $2.18K <0.01% -17 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $2.08K <0.01% 0 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $1.98K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,535 shares; 2024Q4: 17,535 shares; 2025Q1: 13,410 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.97K <0.01% 0 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: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1.96K <0.01% 0 Timeline HDV 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 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $1.9K <0.01% 0 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $1.77K <0.01% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 22 shares 22 $1.74K <0.01% +8 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $1.63K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.49K <0.01% 0 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.49K <0.01% 0 Timeline ITB 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: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1.45K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.29K <0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $1.24K <0.01% 0 Timeline TSLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $1.2K <0.01% 0 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: 64 shares; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.02K <0.01% 0 Timeline WDTE TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $939 <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $908 <0.01% 0 Timeline