GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,411,468 shares; 2025Q1: 1,851,789 shares; 2025Q2: 2,377,520 shares; 2025Q3: 2,393,617 shares; 2025Q4: 2,468,804 shares; 2026Q1: 2,744,355 shares 2,744,355 $293M 5.02% +275,551 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: restricted; 2024Q4: 1,141,361 shares; 2025Q1: 1,148,191 shares; 2025Q2: 1,104,072 shares; 2025Q3: 1,081,376 shares; 2025Q4: 1,085,599 shares; 2026Q1: 1,115,291 shares 1,115,291 $283M 4.86% +29,692 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: restricted; 2024Q4: 1,738,465 shares; 2025Q1: 1,693,119 shares; 2025Q2: 1,651,125 shares; 2025Q3: 1,593,820 shares; 2025Q4: 1,529,970 shares; 2026Q1: 1,547,277 shares 1,547,277 $270M 4.63% +17,307 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: restricted; 2024Q4: 682,869 shares; 2025Q1: 661,117 shares; 2025Q2: 652,480 shares; 2025Q3: 633,520 shares; 2025Q4: 637,020 shares; 2026Q1: 626,922 shares 626,922 $232M 3.98% -10,098 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: restricted; 2024Q4: 866,308 shares; 2025Q1: 815,638 shares; 2025Q2: 804,840 shares; 2025Q3: 764,235 shares; 2025Q4: 751,855 shares; 2026Q1: 765,992 shares 765,992 $220M 3.78% +14,137 Timeline JIRE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572,196 shares; 2025Q3: 1,018,563 shares; 2025Q4: 1,049,850 shares; 2026Q1: 2,032,841 shares 2,032,841 $154M 2.64% +982,991 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: restricted; 2024Q4: 1,990,145 shares; 2025Q1: 2,159,154 shares; 2025Q2: 2,211,554 shares; 2025Q3: 2,345,531 shares; 2025Q4: 2,427,295 shares; 2026Q1: 2,386,846 shares 2,386,846 $153M 2.63% -40,449 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 670,177 shares; 2025Q1: 614,103 shares; 2025Q2: 587,129 shares; 2025Q3: 571,789 shares; 2025Q4: 542,126 shares; 2026Q1: 489,928 shares 489,928 $152M 2.6% -52,198 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: restricted; 2024Q4: 739,240 shares; 2025Q1: 714,142 shares; 2025Q2: 703,390 shares; 2025Q3: 709,536 shares; 2025Q4: 707,645 shares; 2026Q1: 703,072 shares 703,072 $146M 2.51% -4,573 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: restricted; 2024Q4: 129,008 shares; 2025Q1: 129,884 shares; 2025Q2: 137,187 shares; 2025Q3: 150,509 shares; 2025Q4: 193,180 shares; 2026Q1: 202,905 shares 202,905 $133M 2.27% +9,725 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: restricted; 2024Q4: 694,033 shares; 2025Q1: 716,325 shares; 2025Q2: 715,237 shares; 2025Q3: 684,878 shares; 2025Q4: 677,284 shares; 2026Q1: 694,240 shares 694,240 $118M 2.02% +16,956 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: restricted; 2024Q4: 454,745 shares; 2025Q1: 426,521 shares; 2025Q2: 421,682 shares; 2025Q3: 436,426 shares; 2025Q4: 439,837 shares; 2026Q1: 398,696 shares 398,696 $117M 2.01% -41,141 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: restricted; 2024Q4: 90,279 shares; 2025Q1: 108,381 shares; 2025Q2: 123,674 shares; 2025Q3: 128,838 shares; 2025Q4: 129,744 shares; 2026Q1: 125,505 shares 125,505 $115M 1.98% -4,239 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: restricted; 2024Q4: 1,343,940 shares; 2025Q1: 1,214,643 shares; 2025Q2: 1,191,899 shares; 2025Q3: 1,058,954 shares; 2025Q4: 1,048,071 shares; 2026Q1: 880,377 shares 880,377 $109M 1.88% -167,694 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: restricted; 2024Q4: 191,845 shares; 2025Q1: 211,126 shares; 2025Q2: 199,231 shares; 2025Q3: 193,989 shares; 2025Q4: 191,440 shares; 2026Q1: 158,852 shares 158,852 $103M 1.77% -32,588 Timeline EMXC 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: restricted; 2024Q4: 641,718 shares; 2025Q1: 1,064,902 shares; 2025Q2: 1,090,031 shares; 2025Q3: 1,345,182 shares; 2025Q4: 1,393,369 shares; 2026Q1: 1,272,496 shares 1,272,496 $100M 1.72% -120,873 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: restricted; 2024Q4: 334,060 shares; 2025Q1: 343,625 shares; 2025Q2: 340,004 shares; 2025Q3: 334,114 shares; 2025Q4: 332,480 shares; 2026Q1: 313,322 shares 313,322 $94.7M 1.63% -19,158 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: restricted; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480,506 shares 480,506 $92.2M 1.58% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290,164 shares; 2025Q1: 372,194 shares; 2025Q2: 376,510 shares; 2025Q3: 377,988 shares; 2025Q4: 380,469 shares; 2026Q1: 374,835 shares 374,835 $81.5M 1.4% -5,634 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: restricted; 2024Q4: 156,908 shares; 2025Q1: 161,706 shares; 2025Q2: 149,457 shares; 2025Q3: 152,916 shares; 2025Q4: 155,007 shares; 2026Q1: 141,074 shares 141,074 $80.7M 1.39% -13,933 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: restricted; 2024Q4: 1,135,559 shares; 2025Q1: 1,363,308 shares; 2025Q2: 1,346,473 shares; 2025Q3: 1,363,159 shares; 2025Q4: 1,380,156 shares; 2026Q1: 1,464,802 shares 1,464,802 $71.4M 1.23% +84,646 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: restricted; 2024Q4: 923,100 shares; 2025Q1: 923,543 shares; 2025Q2: 905,425 shares; 2025Q3: 833,085 shares; 2025Q4: 809,461 shares; 2026Q1: 728,238 shares 728,238 $67.6M 1.16% -81,223 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,331 shares; 2025Q1: 190,041 shares; 2025Q2: 187,398 shares; 2025Q3: 186,447 shares; 2025Q4: 185,458 shares; 2026Q1: 177,542 shares 177,542 $63.5M 1.09% -7,916 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: restricted; 2024Q4: 319,796 shares; 2025Q1: 315,337 shares; 2025Q2: 357,793 shares; 2025Q3: 360,386 shares; 2025Q4: 360,620 shares; 2026Q1: 409,950 shares 409,950 $59.2M 1.02% +49,330 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 79 shares; 2025Q4: 852,241 shares; 2026Q1: 989,010 shares 989,010 $57.5M 0.99% +136,769 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 74 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $54.6M 0.94% 0 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: restricted; 2024Q4: 185,576 shares; 2025Q1: 196,677 shares; 2025Q2: 161,496 shares; 2025Q3: 161,822 shares; 2025Q4: 160,579 shares; 2026Q1: 169,343 shares 169,343 $53.9M 0.92% +8,764 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: restricted; 2024Q4: 216,476 shares; 2025Q1: 371,092 shares; 2025Q2: 386,961 shares; 2025Q3: 390,466 shares; 2025Q4: 390,296 shares; 2026Q1: 405,855 shares 405,855 $53.2M 0.91% +15,559 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: restricted; 2024Q4: 381,919 shares; 2025Q1: 456,730 shares; 2025Q2: 455,094 shares; 2025Q3: 462,158 shares; 2025Q4: 461,298 shares; 2026Q1: 381,993 shares 381,993 $50M 0.86% -79,305 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367,012 shares; 2025Q1: 362,152 shares; 2025Q2: 359,929 shares; 2025Q3: 361,148 shares; 2025Q4: 358,321 shares; 2026Q1: 368,763 shares 368,763 $48.7M 0.84% +10,442 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: restricted; 2024Q4: 94,677 shares; 2025Q1: 79,351 shares; 2025Q2: 78,572 shares; 2025Q3: 73,106 shares; 2025Q4: 73,501 shares; 2026Q1: 97,449 shares 97,449 $48.3M 0.83% +23,948 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: restricted; 2024Q4: 261,587 shares; 2025Q1: 275,216 shares; 2025Q2: 231,439 shares; 2025Q3: 225,232 shares; 2025Q4: 223,837 shares; 2026Q1: 227,931 shares 227,931 $47.4M 0.81% +4,094 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: restricted; 2024Q4: 102,634 shares; 2025Q1: 147,096 shares; 2025Q2: 144,660 shares; 2025Q3: 145,589 shares; 2025Q4: 146,906 shares; 2026Q1: 142,517 shares 142,517 $44.3M 0.76% -4,389 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: restricted; 2024Q4: not reported; 2025Q1: 50,424 shares; 2025Q2: 49,434 shares; 2025Q3: 47,466 shares; 2025Q4: 46,448 shares; 2026Q1: 43,275 shares 43,275 $41.6M 0.71% -3,173 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: restricted; 2024Q4: 286,391 shares; 2025Q1: 364,253 shares; 2025Q2: 359,527 shares; 2025Q3: 349,123 shares; 2025Q4: 348,623 shares; 2026Q1: 275,627 shares 275,627 $40.5M 0.7% -72,996 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: restricted; 2024Q4: 26,534 shares; 2025Q1: 26,988 shares; 2025Q2: 26,898 shares; 2025Q3: 29,342 shares; 2025Q4: 30,217 shares; 2026Q1: 26,748 shares 26,748 $39.4M 0.68% -3,469 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167,174 shares; 2025Q1: 194,368 shares; 2025Q2: 200,636 shares; 2025Q3: 202,291 shares; 2025Q4: 202,932 shares; 2026Q1: 170,307 shares 170,307 $39.1M 0.67% -32,625 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: restricted; 2024Q4: not reported; 2025Q1: 148,812 shares; 2025Q2: 250,002 shares; 2025Q3: 256,244 shares; 2025Q4: 279,338 shares; 2026Q1: 317,969 shares 317,969 $39M 0.67% +38,631 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: restricted; 2024Q4: 248,695 shares; 2025Q1: 215,883 shares; 2025Q2: 170,332 shares; 2025Q3: 155,684 shares; 2025Q4: 152,880 shares; 2026Q1: 126,980 shares 126,980 $38.4M 0.66% -25,900 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: restricted; 2024Q4: 17,179 shares; 2025Q1: 16,835 shares; 2025Q2: 230,978 shares; 2025Q3: 193,416 shares; 2025Q4: 194,443 shares; 2026Q1: 414,947 shares 414,947 $38.3M 0.66% +220,504 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: restricted; 2024Q4: 208,922 shares; 2025Q1: 142,614 shares; 2025Q2: 31,504 shares; 2025Q3: 27,781 shares; 2025Q4: 27,236 shares; 2026Q1: 187,538 shares 187,538 $38.2M 0.65% +160,302 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: restricted; 2024Q4: 272,195 shares; 2025Q1: 253,801 shares; 2025Q2: 249,225 shares; 2025Q3: 251,076 shares; 2025Q4: 246,445 shares; 2026Q1: 226,843 shares 226,843 $36.4M 0.62% -19,602 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: restricted; 2024Q4: 48,000 shares; 2025Q1: 56,707 shares; 2025Q2: 49,212 shares; 2025Q3: 49,634 shares; 2025Q4: 49,237 shares; 2026Q1: 40,365 shares 40,365 $36.1M 0.62% -8,872 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: restricted; 2024Q4: 89,569 shares; 2025Q1: 111,353 shares; 2025Q2: 177,751 shares; 2025Q3: 203,731 shares; 2025Q4: 204,060 shares; 2026Q1: 223,609 shares 223,609 $35.2M 0.6% +19,549 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: restricted; 2024Q4: 78,695 shares; 2025Q1: 238,843 shares; 2025Q2: 322,469 shares; 2025Q3: 327,763 shares; 2025Q4: 326,077 shares; 2026Q1: 337,703 shares 337,703 $34.7M 0.6% +11,626 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: restricted; 2024Q4: 165,460 shares; 2025Q1: 191,298 shares; 2025Q2: 191,772 shares; 2025Q3: 184,753 shares; 2025Q4: 186,314 shares; 2026Q1: 130,047 shares 130,047 $34.6M 0.59% -56,267 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: restricted; 2024Q4: 19,649 shares; 2025Q1: 51,557 shares; 2025Q2: 60,747 shares; 2025Q3: 61,719 shares; 2025Q4: 613,558 shares; 2026Q1: 358,321 shares 358,321 $34.5M 0.59% -255,237 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: restricted; 2024Q4: 104,557 shares; 2025Q1: 183,575 shares; 2025Q2: 186,533 shares; 2025Q3: 190,640 shares; 2025Q4: 189,459 shares; 2026Q1: 172,917 shares 172,917 $32.8M 0.56% -16,542 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: restricted; 2024Q4: 35,381 shares; 2025Q1: 33,671 shares; 2025Q2: 25,301 shares; 2025Q3: 24,420 shares; 2025Q4: 23,978 shares; 2026Q1: 131,056 shares 131,056 $31.8M 0.55% +107,078 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,315 shares; 2025Q1: 26,444 shares; 2025Q2: 25,287 shares; 2025Q3: 371,255 shares; 2025Q4: 635,122 shares; 2026Q1: 659,378 shares 659,378 $31.6M 0.54% +24,256 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: restricted; 2024Q4: 140,234 shares; 2025Q1: 139,786 shares; 2025Q2: 139,309 shares; 2025Q3: 139,996 shares; 2025Q4: 141,408 shares; 2026Q1: 124,433 shares 124,433 $29.4M 0.5% -16,975 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: restricted; 2024Q4: 106,613 shares; 2025Q1: 99,789 shares; 2025Q2: 97,478 shares; 2025Q3: 90,635 shares; 2025Q4: 90,259 shares; 2026Q1: 86,915 shares 86,915 $28.6M 0.49% -3,344 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,454 shares; 2025Q1: 245,284 shares; 2025Q2: 303,872 shares; 2025Q3: 282,738 shares; 2025Q4: 282,084 shares; 2026Q1: 298,727 shares 298,727 $28.6M 0.49% +16,643 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,396,823 shares; 2025Q1: 1,302,653 shares; 2025Q2: 1,458,016 shares; 2025Q3: 1,547,906 shares; 2025Q4: 1,450,526 shares; 2026Q1: 1,436,953 shares 1,436,953 $28.1M 0.48% -13,573 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: restricted; 2024Q4: 120,742 shares; 2025Q1: 113,929 shares; 2025Q2: 112,766 shares; 2025Q3: 111,912 shares; 2025Q4: 108,369 shares; 2026Q1: 81,054 shares 81,054 $27.7M 0.48% -27,315 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: restricted; 2024Q4: 29,243 shares; 2025Q1: 28,393 shares; 2025Q2: 29,773 shares; 2025Q3: 29,455 shares; 2025Q4: 31,928 shares; 2026Q1: 57,625 shares 57,625 $27.6M 0.47% +25,697 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: restricted; 2024Q4: 100,348 shares; 2025Q1: 82,108 shares; 2025Q2: 82,013 shares; 2025Q3: 139,091 shares; 2025Q4: 147,774 shares; 2026Q1: 153,091 shares 153,091 $26.4M 0.45% +5,317 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: restricted; 2024Q4: 22,571 shares; 2025Q1: 22,201 shares; 2025Q2: 21,916 shares; 2025Q3: 20,698 shares; 2025Q4: 21,392 shares; 2026Q1: 25,904 shares 25,904 $25.8M 0.44% +4,512 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: restricted; 2024Q4: 30,781 shares; 2025Q1: 29,886 shares; 2025Q2: 29,775 shares; 2025Q3: 29,563 shares; 2025Q4: 30,739 shares; 2026Q1: 266,796 shares 266,796 $25.7M 0.44% +236,057 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: restricted; 2024Q4: 84,013 shares; 2025Q1: 162,487 shares; 2025Q2: 219,903 shares; 2025Q3: 711,343 shares; 2025Q4: 724,595 shares; 2026Q1: 742,396 shares 742,396 $24.9M 0.43% +17,801 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: restricted; 2024Q4: 216,182 shares; 2025Q1: 214,694 shares; 2025Q2: 210,887 shares; 2025Q3: 281,953 shares; 2025Q4: 285,690 shares; 2026Q1: 340,354 shares 340,354 $24.3M 0.42% +54,664 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,241 shares; 2026Q1: 61,304 shares 61,304 $24M 0.41% +11,063 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: restricted; 2024Q4: 50,157 shares; 2025Q1: 51,779 shares; 2025Q2: 51,724 shares; 2025Q3: 52,007 shares; 2025Q4: 51,801 shares; 2026Q1: 56,460 shares 56,460 $24M 0.41% +4,659 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227,554 shares; 2025Q1: 380,732 shares; 2025Q2: 397,629 shares; 2025Q3: 418,955 shares; 2025Q4: 435,603 shares; 2026Q1: 662,241 shares 662,241 $23.6M 0.4% +226,638 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: restricted; 2024Q4: 452,684 shares; 2025Q1: 283,525 shares; 2025Q2: 271,365 shares; 2025Q3: 223,610 shares; 2025Q4: 213,237 shares; 2026Q1: 194,563 shares 194,563 $23.4M 0.4% -18,674 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,459 shares; 2025Q1: 58,292 shares; 2025Q2: 57,885 shares; 2025Q3: 57,881 shares; 2025Q4: 55,005 shares; 2026Q1: 68,617 shares 68,617 $22.4M 0.39% +13,612 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: restricted; 2024Q4: 79,816 shares; 2025Q1: 152,718 shares; 2025Q2: 238,930 shares; 2025Q3: 244,202 shares; 2025Q4: 245,808 shares; 2026Q1: 253,429 shares 253,429 $22.4M 0.38% +7,621 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: restricted; 2024Q4: 5,356 shares; 2025Q1: 13,626 shares; 2025Q2: 14,740 shares; 2025Q3: 14,659 shares; 2025Q4: 21,131 shares; 2026Q1: 89,094 shares 89,094 $22.1M 0.38% +67,963 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,055 shares; 2025Q1: 163,605 shares; 2025Q2: 161,168 shares; 2025Q3: 168,612 shares; 2025Q4: 164,620 shares; 2026Q1: 155,635 shares 155,635 $21M 0.36% -8,985 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304,881 shares; 2025Q1: 209,193 shares; 2025Q2: 268,578 shares; 2025Q3: 293,178 shares; 2025Q4: 280,627 shares; 2026Q1: 331,456 shares 331,456 $20.8M 0.36% +50,829 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: restricted; 2024Q4: 832 shares; 2025Q1: 1,491 shares; 2025Q2: 832 shares; 2025Q3: 45,584 shares; 2025Q4: 47,725 shares; 2026Q1: 161,029 shares 161,029 $20.3M 0.35% +113,304 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 97,406 shares 97,406 $19.3M 0.33% +96,126 Timeline VIGI 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: restricted; 2024Q4: 579,127 shares; 2025Q1: 273,958 shares; 2025Q2: 265,160 shares; 2025Q3: 244,140 shares; 2025Q4: 225,547 shares; 2026Q1: 212,032 shares 212,032 $18.8M 0.32% -13,515 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: restricted; 2024Q4: 80,727 shares; 2025Q1: 75,298 shares; 2025Q2: 68,846 shares; 2025Q3: 67,183 shares; 2025Q4: 66,985 shares; 2026Q1: 61,151 shares 61,151 $17.5M 0.3% -5,834 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: restricted; 2024Q4: 4,260 shares; 2025Q1: 3,814 shares; 2025Q2: 4,687 shares; 2025Q3: 6,121 shares; 2025Q4: 17,387 shares; 2026Q1: 250,558 shares 250,558 $17.5M 0.3% +233,171 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: restricted; 2024Q4: 110,294 shares; 2025Q1: 127,237 shares; 2025Q2: 124,874 shares; 2025Q3: 116,420 shares; 2025Q4: 116,644 shares; 2026Q1: 106,911 shares 106,911 $17.1M 0.29% -9,733 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,270 shares; 2025Q1: 259,143 shares; 2025Q2: 247,143 shares; 2025Q3: 238,845 shares; 2025Q4: 235,345 shares; 2026Q1: 222,059 shares 222,059 $16.7M 0.29% -13,286 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: restricted; 2024Q4: 1,464 shares; 2025Q1: 1,529 shares; 2025Q2: 1,539 shares; 2025Q3: 1,540 shares; 2025Q4: 2,438 shares; 2026Q1: 19,434 shares 19,434 $16.4M 0.28% +16,996 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850,399 shares; 2025Q1: 2,099,915 shares; 2025Q2: 2,175,636 shares; 2025Q3: 2,266,349 shares; 2025Q4: 2,283,028 shares; 2026Q1: 352,654 shares 352,654 $16.3M 0.28% -1,930,374 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: restricted; 2024Q4: 38,990 shares; 2025Q1: 38,826 shares; 2025Q2: 38,338 shares; 2025Q3: 79,799 shares; 2025Q4: 83,454 shares; 2026Q1: 83,781 shares 83,781 $16.2M 0.28% +327 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,768 shares; 2025Q1: 47,484 shares; 2025Q2: 47,026 shares; 2025Q3: 48,106 shares; 2025Q4: 80,680 shares; 2026Q1: 84,066 shares 84,066 $16M 0.27% +3,386 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,924 shares; 2025Q1: 151,229 shares; 2025Q2: 156,987 shares; 2025Q3: 345,194 shares; 2025Q4: 342,880 shares; 2026Q1: 348,586 shares 348,586 $15.9M 0.27% +5,706 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: restricted; 2024Q4: 384 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 479 shares; 2025Q4: 297 shares; 2026Q1: 18,297 shares 18,297 $15.8M 0.27% +18,000 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: restricted; 2024Q4: 83,008 shares; 2025Q1: 69,127 shares; 2025Q2: 67,251 shares; 2025Q3: 65,185 shares; 2025Q4: 65,196 shares; 2026Q1: 64,554 shares 64,554 $15.8M 0.27% -642 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: restricted; 2024Q4: 70,283 shares; 2025Q1: 83,340 shares; 2025Q2: 87,082 shares; 2025Q3: 87,191 shares; 2025Q4: 88,124 shares; 2026Q1: 75,682 shares 75,682 $15.4M 0.26% -12,442 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,812 shares; 2026Q1: 77,995 shares 77,995 $15.3M 0.26% +66,183 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: restricted; 2024Q4: 167,584 shares; 2025Q1: 169,514 shares; 2025Q2: 166,732 shares; 2025Q3: 167,040 shares; 2025Q4: 171,648 shares; 2026Q1: 199,626 shares 199,626 $15.2M 0.26% +27,978 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: restricted; 2024Q4: 886 shares; 2025Q1: 641 shares; 2025Q2: 543 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 51,926 shares 51,926 $14.5M 0.25% +51,401 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221,666 shares; 2026Q1: 275,531 shares 275,531 $14.5M 0.25% +53,865 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: restricted; 2024Q4: 59,042 shares; 2025Q1: 58,795 shares; 2025Q2: 57,009 shares; 2025Q3: 85,223 shares; 2025Q4: 85,643 shares; 2026Q1: 84,033 shares 84,033 $14.3M 0.25% -1,610 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,740 shares; 2025Q1: 137,720 shares; 2025Q2: 136,714 shares; 2025Q3: 137,407 shares; 2025Q4: 132,442 shares; 2026Q1: 118,592 shares 118,592 $13.9M 0.24% -13,850 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,963 shares; 2025Q1: 6,963 shares; 2025Q2: 6,942 shares; 2025Q3: 6,844 shares; 2025Q4: 6,860 shares; 2026Q1: 55,859 shares 55,859 $13.4M 0.23% +48,999 Timeline XJH 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: restricted; 2024Q4: 377,370 shares; 2025Q1: 326,716 shares; 2025Q2: 321,842 shares; 2025Q3: 313,920 shares; 2025Q4: 312,066 shares; 2026Q1: 292,080 shares 292,080 $13.3M 0.23% -19,986 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,535 shares; 2025Q1: 306,033 shares; 2025Q2: 304,587 shares; 2025Q3: 293,304 shares; 2025Q4: 289,671 shares; 2026Q1: 281,255 shares 281,255 $12.8M 0.22% -8,416 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,232 shares; 2025Q1: 55,978 shares; 2025Q2: 55,250 shares; 2025Q3: 70,055 shares; 2025Q4: 70,142 shares; 2026Q1: 63,540 shares 63,540 $11.7M 0.2% -6,602 Timeline RSPE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384,098 shares 384,098 $11.3M 0.19% new 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: restricted; 2024Q4: 14,109 shares; 2025Q1: 8,761 shares; 2025Q2: 10,424 shares; 2025Q3: 9,314 shares; 2025Q4: 123,009 shares; 2026Q1: 123,913 shares 123,913 $11.2M 0.19% +904 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: restricted; 2024Q4: 244,342 shares; 2025Q1: 259,199 shares; 2025Q2: 253,079 shares; 2025Q3: 249,324 shares; 2025Q4: 242,007 shares; 2026Q1: 221,336 shares 221,336 $11.1M 0.19% -20,671 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: restricted; 2024Q4: 156,921 shares; 2025Q1: 136,875 shares; 2025Q2: 132,942 shares; 2025Q3: 130,599 shares; 2025Q4: 169,955 shares; 2026Q1: 163,563 shares 163,563 $11M 0.19% -6,392 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: restricted; 2024Q4: 246,253 shares; 2025Q1: 121,650 shares; 2025Q2: 118,555 shares; 2025Q3: 65,775 shares; 2025Q4: 56,487 shares; 2026Q1: 52,984 shares 52,984 $11M 0.19% -3,503 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: restricted; 2024Q4: 8,705 shares; 2025Q1: 8,686 shares; 2025Q2: 8,640 shares; 2025Q3: 8,276 shares; 2025Q4: 7,859 shares; 2026Q1: 65,767 shares 65,767 $10.8M 0.19% +57,908 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,450 shares; 2025Q1: 89,731 shares; 2025Q2: 89,731 shares; 2025Q3: 91,268 shares; 2025Q4: 82,377 shares; 2026Q1: 292,377 shares 292,377 $10.7M 0.18% +210,000 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: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 6,198 shares; 2025Q4: 7,444 shares; 2026Q1: 9,268 shares 9,268 $10.7M 0.18% +1,824 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: restricted; 2024Q4: 1,470 shares; 2025Q1: 1,139 shares; 2025Q2: 1,118 shares; 2025Q3: 1,077 shares; 2025Q4: 1,318 shares; 2026Q1: 24,375 shares 24,375 $10.5M 0.18% +23,057 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: restricted; 2024Q4: 26,027 shares; 2025Q1: 25,623 shares; 2025Q2: 34,255 shares; 2025Q3: 33,384 shares; 2025Q4: 33,098 shares; 2026Q1: 31,735 shares 31,735 $10.2M 0.17% -1,363 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: restricted; 2024Q4: 14,194 shares; 2025Q1: 15,776 shares; 2025Q2: 14,309 shares; 2025Q3: 14,144 shares; 2025Q4: 14,849 shares; 2026Q1: 14,356 shares 14,356 $10.2M 0.17% -493 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 43,792 shares; 2025Q2: 43,279 shares; 2025Q3: 108 shares; 2025Q4: not reported; 2026Q1: 132,252 shares 132,252 $9.72M 0.17% new 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: restricted; 2024Q4: 8,130 shares; 2025Q1: 7,669 shares; 2025Q2: 8,174 shares; 2025Q3: 17,851 shares; 2025Q4: 16,389 shares; 2026Q1: 15,396 shares 15,396 $9.2M 0.16% -993 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,432 shares; 2025Q1: 3,432 shares; 2025Q2: 3,432 shares; 2025Q3: 3,432 shares; 2025Q4: 3,382 shares; 2026Q1: 126,182 shares 126,182 $8.97M 0.15% +122,800 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: restricted; 2024Q4: 200,851 shares; 2025Q1: 195,373 shares; 2025Q2: 165,269 shares; 2025Q3: 162,384 shares; 2025Q4: 161,665 shares; 2026Q1: 160,743 shares 160,743 $8.36M 0.14% -922 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: restricted; 2024Q4: 31,544 shares; 2025Q1: 32,445 shares; 2025Q2: 33,332 shares; 2025Q3: 33,842 shares; 2025Q4: 33,423 shares; 2026Q1: 32,599 shares 32,599 $7.9M 0.14% -824 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: restricted; 2024Q4: 13,845 shares; 2025Q1: 14,103 shares; 2025Q2: 13,537 shares; 2025Q3: 13,508 shares; 2025Q4: 13,632 shares; 2026Q1: 13,138 shares 13,138 $7.58M 0.13% -494 Timeline EPS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,134 shares; 2026Q1: 110,134 shares 110,134 $7.5M 0.13% 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: restricted; 2024Q4: 131,651 shares; 2025Q1: 117,305 shares; 2025Q2: 136,050 shares; 2025Q3: 139,591 shares; 2025Q4: 137,807 shares; 2026Q1: 131,637 shares 131,637 $7.46M 0.13% -6,170 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,379 shares; 2026Q1: 288,787 shares 288,787 $7.06M 0.12% +286,408 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: restricted; 2024Q4: 241,568 shares; 2025Q1: 265,739 shares; 2025Q2: 313,506 shares; 2025Q3: 318,985 shares; 2025Q4: 63,020 shares; 2026Q1: 36,295 shares 36,295 $6.96M 0.12% -26,725 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,348 shares; 2025Q1: 32,999 shares; 2025Q2: 32,558 shares; 2025Q3: 33,152 shares; 2025Q4: 33,512 shares; 2026Q1: 32,250 shares 32,250 $6.89M 0.12% -1,262 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 11 shares; 2026Q1: 3,850 shares 3,850 $6.66M 0.11% +3,839 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: restricted; 2024Q4: 152,024 shares; 2025Q1: 147,120 shares; 2025Q2: 144,400 shares; 2025Q3: 141,818 shares; 2025Q4: 68,438 shares; 2026Q1: 41,963 shares 41,963 $6.52M 0.11% -26,475 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: restricted; 2024Q4: 602 shares; 2025Q1: 762 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 598 shares; 2026Q1: 15,585 shares 15,585 $6.49M 0.11% +14,987 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 49 shares; 2025Q2: 32 shares; 2025Q3: 684 shares; 2025Q4: 684 shares; 2026Q1: 31,660 shares 31,660 $5.41M 0.09% +30,976 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: restricted; 2024Q4: 211,981 shares; 2025Q1: 73,210 shares; 2025Q2: 60,042 shares; 2025Q3: 29,165 shares; 2025Q4: 26,284 shares; 2026Q1: 23,600 shares 23,600 $5.33M 0.09% -2,684 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: restricted; 2024Q4: 15,113 shares; 2025Q1: 13,375 shares; 2025Q2: 12,825 shares; 2025Q3: 10,990 shares; 2025Q4: 11,674 shares; 2026Q1: 10,445 shares 10,445 $5.22M 0.09% -1,229 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: restricted; 2024Q4: 2,715 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 84 shares; 2025Q4: 89 shares; 2026Q1: 14,088 shares 14,088 $4.99M 0.09% +13,999 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 32,305 shares 32,305 $4.95M 0.08% +32,000 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: restricted; 2024Q4: 7,070 shares; 2025Q1: 7,720 shares; 2025Q2: 7,589 shares; 2025Q3: 14,009 shares; 2025Q4: 51,254 shares; 2026Q1: 51,185 shares 51,185 $4.94M 0.08% -69 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: restricted; 2024Q4: 70,918 shares; 2025Q1: 73,703 shares; 2025Q2: 17,030 shares; 2025Q3: 2,584 shares; 2025Q4: 2,292 shares; 2026Q1: 12,231 shares 12,231 $4.55M 0.08% +9,939 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: restricted; 2024Q4: 42,299 shares; 2025Q1: 2,989,452 shares; 2025Q2: 41,238 shares; 2025Q3: 40,512 shares; 2025Q4: 39,907 shares; 2026Q1: 35,675 shares 35,675 $4.52M 0.08% -4,232 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: restricted; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 544 shares; 2026Q1: 46,427 shares 46,427 $4.29M 0.07% +45,883 Timeline ACWX 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: restricted; 2024Q4: 8,391 shares; 2025Q1: 58,351 shares; 2025Q2: 59,637 shares; 2025Q3: 59,780 shares; 2025Q4: 59,732 shares; 2026Q1: 59,280 shares 59,280 $4.06M 0.07% -452 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,455 shares; 2025Q1: 2,475 shares; 2025Q2: 2,325 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares; 2026Q1: 10,020 shares 10,020 $3.97M 0.07% +7,765 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: restricted; 2024Q4: 73,805 shares; 2025Q1: 68,896 shares; 2025Q2: 66,742 shares; 2025Q3: 66,255 shares; 2025Q4: 64,680 shares; 2026Q1: 13,470 shares 13,470 $3.91M 0.07% -51,210 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,719 shares 67,719 $3.86M 0.07% new 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: restricted; 2024Q4: 48,494 shares; 2025Q1: 45,271 shares; 2025Q2: 45,386 shares; 2025Q3: 45,236 shares; 2025Q4: 45,236 shares; 2026Q1: 47,205 shares 47,205 $3.7M 0.06% +1,969 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: restricted; 2024Q4: 26,923 shares; 2025Q1: 31,915 shares; 2025Q2: 35,054 shares; 2025Q3: 32,965 shares; 2025Q4: 35,752 shares; 2026Q1: 40,639 shares 40,639 $3.58M 0.06% +4,887 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,216 shares; 2025Q1: 21,966 shares; 2025Q2: 21,134 shares; 2025Q3: 20,931 shares; 2025Q4: 20,929 shares; 2026Q1: 29,470 shares 29,470 $3.52M 0.06% +8,541 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,552 shares; 2025Q1: 98,552 shares; 2025Q2: 98,552 shares; 2025Q3: 98,552 shares; 2025Q4: 98,552 shares; 2026Q1: 98,552 shares 98,552 $3.46M 0.06% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 72 shares; 2025Q2: 65 shares; 2025Q3: 62 shares; 2025Q4: 60 shares; 2026Q1: 773 shares 773 $3.25M 0.06% +713 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: restricted; 2024Q4: 43,906 shares; 2025Q1: 39,988 shares; 2025Q2: 37,368 shares; 2025Q3: 35,234 shares; 2025Q4: 35,023 shares; 2026Q1: 28,438 shares 28,438 $3.22M 0.06% -6,585 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: restricted; 2024Q4: 5,830 shares; 2025Q1: 5,492 shares; 2025Q2: 5,437 shares; 2025Q3: 5,335 shares; 2025Q4: 5,336 shares; 2026Q1: 5,194 shares 5,194 $3.2M 0.05% -142 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,000 shares 92,000 $3.13M 0.05% new 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: restricted; 2024Q4: 9,908 shares; 2025Q1: 10,126 shares; 2025Q2: 10,331 shares; 2025Q3: 10,581 shares; 2025Q4: 11,069 shares; 2026Q1: 10,827 shares 10,827 $3.07M 0.05% -242 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: restricted; 2024Q4: 31,258 shares; 2025Q1: 22,296 shares; 2025Q2: 26,053 shares; 2025Q3: 26,030 shares; 2025Q4: 27,552 shares; 2026Q1: 30,530 shares 30,530 $2.97M 0.05% +2,978 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 74,820 shares; 2025Q2: 83,066 shares; 2025Q3: 83,174 shares; 2025Q4: 84,638 shares; 2026Q1: 93,368 shares 93,368 $2.94M 0.05% +8,730 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: restricted; 2024Q4: 31,703 shares; 2025Q1: 8,900 shares; 2025Q2: 7,774 shares; 2025Q3: 7,079 shares; 2025Q4: 6,206 shares; 2026Q1: 5,895 shares 5,895 $2.9M 0.05% -311 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: restricted; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,512 shares; 2025Q3: 2,572 shares; 2025Q4: 2,772 shares; 2026Q1: 3,154 shares 3,154 $2.75M 0.05% +382 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: restricted; 2024Q4: 97,339 shares; 2025Q1: 96,884 shares; 2025Q2: 91,911 shares; 2025Q3: 100,606 shares; 2025Q4: 99,661 shares; 2026Q1: 97,780 shares 97,780 $2.75M 0.05% -1,881 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: restricted; 2024Q4: 4,001 shares; 2025Q1: 3,913 shares; 2025Q2: 4,739 shares; 2025Q3: 4,803 shares; 2025Q4: 4,799 shares; 2026Q1: 4,768 shares 4,768 $2.69M 0.05% -31 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: restricted; 2024Q4: 36,067 shares; 2025Q1: 33,238 shares; 2025Q2: 32,763 shares; 2025Q3: 30,477 shares; 2025Q4: 32,349 shares; 2026Q1: 34,533 shares 34,533 $2.68M 0.05% +2,184 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: restricted; 2024Q4: 121,325 shares; 2025Q1: 103,548 shares; 2025Q2: 98,819 shares; 2025Q3: 94,756 shares; 2025Q4: 96,771 shares; 2026Q1: 87,400 shares 87,400 $2.53M 0.04% -9,371 Timeline EIPX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,845 shares; 2026Q1: 78,778 shares 78,778 $2.53M 0.04% -22,067 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: restricted; 2024Q4: 13,703 shares; 2025Q1: 13,726 shares; 2025Q2: 12,592 shares; 2025Q3: 13,599 shares; 2025Q4: 13,605 shares; 2026Q1: 12,607 shares 12,607 $2.51M 0.04% -998 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: restricted; 2024Q4: 148,433 shares; 2025Q1: 135,512 shares; 2025Q2: 117,531 shares; 2025Q3: 92,108 shares; 2025Q4: 88,168 shares; 2026Q1: 81,085 shares 81,085 $2.49M 0.04% -7,083 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: restricted; 2024Q4: 259,683 shares; 2025Q1: 263,092 shares; 2025Q2: 263,764 shares; 2025Q3: 268,975 shares; 2025Q4: 264,087 shares; 2026Q1: 40,289 shares 40,289 $2.32M 0.04% -223,798 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: restricted; 2024Q4: 45,065 shares; 2025Q1: 9,386 shares; 2025Q2: 8,662 shares; 2025Q3: 8,537 shares; 2025Q4: 20,374 shares; 2026Q1: 17,298 shares 17,298 $2.3M 0.04% -3,076 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: restricted; 2024Q4: 4,245 shares; 2025Q1: 4,292 shares; 2025Q2: 4,743 shares; 2025Q3: 4,736 shares; 2025Q4: 5,749 shares; 2026Q1: 5,338 shares 5,338 $2.3M 0.04% -411 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: restricted; 2024Q4: 54,260 shares; 2025Q1: 54,771 shares; 2025Q2: 54,144 shares; 2025Q3: 49,718 shares; 2025Q4: 243,586 shares; 2026Q1: 21,920 shares 21,920 $2.29M 0.04% -221,666 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: restricted; 2024Q4: 186,971 shares; 2025Q1: 173,559 shares; 2025Q2: 140,146 shares; 2025Q3: 79,295 shares; 2025Q4: 75,461 shares; 2026Q1: 17,308 shares 17,308 $2.28M 0.04% -58,153 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: restricted; 2024Q4: 4,574 shares; 2025Q1: 6,045 shares; 2025Q2: 6,067 shares; 2025Q3: 5,717 shares; 2025Q4: 6,944 shares; 2026Q1: 6,961 shares 6,961 $2.27M 0.04% +17 Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,050 shares; 2025Q1: 56,050 shares; 2025Q2: 56,050 shares; 2025Q3: 56,050 shares; 2025Q4: 56,050 shares; 2026Q1: 56,050 shares 56,050 $2.25M 0.04% 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: restricted; 2024Q4: 13,527 shares; 2025Q1: 12,657 shares; 2025Q2: 11,994 shares; 2025Q3: 12,572 shares; 2025Q4: 16,889 shares; 2026Q1: 18,114 shares 18,114 $2.25M 0.04% +1,225 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: restricted; 2024Q4: 41,217 shares; 2025Q1: 37,213 shares; 2025Q2: 33,355 shares; 2025Q3: 33,928 shares; 2025Q4: 42,308 shares; 2026Q1: 41,571 shares 41,571 $2.25M 0.04% -737 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: restricted; 2024Q4: 8,042 shares; 2025Q1: 8,007 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares; 2025Q4: 8,193 shares; 2026Q1: 8,146 shares 8,146 $2.12M 0.04% -47 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: restricted; 2024Q4: 160,257 shares; 2025Q1: 149,691 shares; 2025Q2: 19,956 shares; 2025Q3: 11,078 shares; 2025Q4: 9,926 shares; 2026Q1: 7,708 shares 7,708 $2.09M 0.04% -2,218 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: restricted; 2024Q4: 9,517 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $2.06M 0.04% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159,325 shares; 2025Q1: 220,550 shares; 2025Q2: 220,550 shares; 2025Q3: 220,550 shares; 2025Q4: 384,930 shares; 2026Q1: 384,930 shares 384,930 $2.05M 0.04% 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: restricted; 2024Q4: 27,557 shares; 2025Q1: 25,715 shares; 2025Q2: 29,768 shares; 2025Q3: 29,410 shares; 2025Q4: 28,129 shares; 2026Q1: 27,627 shares 27,627 $2.03M 0.03% -502 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 563,802 shares; 2025Q1: 105,321 shares; 2025Q2: 95,803 shares; 2025Q3: 90,567 shares; 2025Q4: 63,914 shares; 2026Q1: 55,432 shares 55,432 $2.03M 0.03% -8,482 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: restricted; 2024Q4: 38,719 shares; 2025Q1: 35,410 shares; 2025Q2: 32,379 shares; 2025Q3: 32,239 shares; 2025Q4: 35,268 shares; 2026Q1: 32,500 shares 32,500 $1.97M 0.03% -2,768 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,410 shares; 2025Q1: 49,812 shares; 2025Q2: 48,883 shares; 2025Q3: 57,214 shares; 2025Q4: 56,686 shares; 2026Q1: 36,537 shares 36,537 $1.95M 0.03% -20,149 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: restricted; 2024Q4: 20,532 shares; 2025Q1: 19,864 shares; 2025Q2: 32,599 shares; 2025Q3: 32,499 shares; 2025Q4: 22,290 shares; 2026Q1: 19,790 shares 19,790 $1.92M 0.03% -2,500 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: restricted; 2024Q4: 51,011 shares; 2025Q1: 50,394 shares; 2025Q2: 49,891 shares; 2025Q3: 49,841 shares; 2025Q4: 47,044 shares; 2026Q1: 46,807 shares 46,807 $1.92M 0.03% -237 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,752 shares; 2025Q1: 21,846 shares; 2025Q2: 21,846 shares; 2025Q3: 21,458 shares; 2025Q4: 25,573 shares; 2026Q1: 24,925 shares 24,925 $1.87M 0.03% -648 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: restricted; 2024Q4: 21,156 shares; 2025Q1: 21,525 shares; 2025Q2: 21,277 shares; 2025Q3: 20,879 shares; 2025Q4: 22,158 shares; 2026Q1: 21,386 shares 21,386 $1.85M 0.03% -772 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,335 shares; 2025Q1: 9,335 shares; 2025Q2: 9,335 shares; 2025Q3: 54,843 shares; 2025Q4: 54,843 shares; 2026Q1: 54,843 shares 54,843 $1.81M 0.03% 0 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: restricted; 2024Q4: 7,448 shares; 2025Q1: 7,738 shares; 2025Q2: 7,738 shares; 2025Q3: 7,464 shares; 2025Q4: 7,945 shares; 2026Q1: 8,210 shares 8,210 $1.77M 0.03% +265 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: restricted; 2024Q4: 40,549 shares; 2025Q1: 32,877 shares; 2025Q2: 31,749 shares; 2025Q3: 29,571 shares; 2025Q4: 29,846 shares; 2026Q1: 8,821 shares 8,821 $1.75M 0.03% -21,025 Timeline WCMI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,017 shares; 2026Q1: 104,017 shares 104,017 $1.74M 0.03% 0 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: restricted; 2024Q4: 10,967 shares; 2025Q1: 10,452 shares; 2025Q2: 11,595 shares; 2025Q3: 11,337 shares; 2025Q4: 11,683 shares; 2026Q1: 11,829 shares 11,829 $1.72M 0.03% +146 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,645 shares; 2025Q1: 15,618 shares; 2025Q2: 14,986 shares; 2025Q3: 13,375 shares; 2025Q4: 12,666 shares; 2026Q1: 8,632 shares 8,632 $1.71M 0.03% -4,034 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: restricted; 2024Q4: 4,266 shares; 2025Q1: 5,601 shares; 2025Q2: 5,475 shares; 2025Q3: 3,735 shares; 2025Q4: 3,670 shares; 2026Q1: 3,663 shares 3,663 $1.69M 0.03% -7 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: restricted; 2024Q4: 7,287 shares; 2025Q1: 7,005 shares; 2025Q2: 6,516 shares; 2025Q3: 5,064 shares; 2025Q4: 5,083 shares; 2026Q1: 4,754 shares 4,754 $1.67M 0.03% -329 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,190 shares; 2025Q1: 26,478 shares; 2025Q2: 20,395 shares; 2025Q3: 20,204 shares; 2025Q4: 19,369 shares; 2026Q1: 16,820 shares 16,820 $1.54M 0.03% -2,549 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: restricted; 2024Q4: 59,638 shares; 2025Q1: 32,611 shares; 2025Q2: 29,712 shares; 2025Q3: 29,014 shares; 2025Q4: 34,568 shares; 2026Q1: 34,811 shares 34,811 $1.54M 0.03% +243 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,921,239 shares; 2025Q1: 399,361 shares; 2025Q2: 125,060 shares; 2025Q3: 61,728 shares; 2025Q4: 53,478 shares; 2026Q1: 43,261 shares 43,261 $1.45M 0.02% -10,217 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,856 shares; 2025Q1: 1,930 shares; 2025Q2: 6,337 shares; 2025Q3: 6,809 shares; 2025Q4: 6,809 shares; 2026Q1: 6,809 shares 6,809 $1.41M 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,030 shares; 2025Q1: 5,530 shares; 2025Q2: 5,580 shares; 2025Q3: 5,330 shares; 2025Q4: 5,330 shares; 2026Q1: 5,380 shares 5,380 $1.35M 0.02% +50 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: restricted; 2024Q4: 3,574 shares; 2025Q1: 4,268 shares; 2025Q2: 4,183 shares; 2025Q3: 4,191 shares; 2025Q4: 4,133 shares; 2026Q1: 3,908 shares 3,908 $1.32M 0.02% -225 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: restricted; 2024Q4: 15,420 shares; 2025Q1: 14,492 shares; 2025Q2: 13,136 shares; 2025Q3: 14,740 shares; 2025Q4: 15,897 shares; 2026Q1: 16,527 shares 16,527 $1.32M 0.02% +630 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: restricted; 2024Q4: 9,490 shares; 2025Q1: 9,490 shares; 2025Q2: 9,490 shares; 2025Q3: 9,490 shares; 2025Q4: 16,390 shares; 2026Q1: 16,576 shares 16,576 $1.31M 0.02% +186 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,588 shares; 2025Q1: 7,261 shares; 2025Q2: 6,521 shares; 2025Q3: 6,521 shares; 2025Q4: 8,809 shares; 2026Q1: 8,630 shares 8,630 $1.31M 0.02% -179 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,468 shares; 2026Q1: 16,248 shares 16,248 $1.29M 0.02% -220 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 31,660 shares 31,660 $1.29M 0.02% +31,008 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: restricted; 2024Q4: 92,566 shares; 2025Q1: 11,372 shares; 2025Q2: 9,554 shares; 2025Q3: 8,576 shares; 2025Q4: 8,654 shares; 2026Q1: 8,353 shares 8,353 $1.28M 0.02% -301 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: restricted; 2024Q4: 518,536 shares; 2025Q1: 65,268 shares; 2025Q2: 37,396 shares; 2025Q3: 29,367 shares; 2025Q4: 24,639 shares; 2026Q1: 13,156 shares 13,156 $1.26M 0.02% -11,483 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,266 shares; 2025Q1: 14,246 shares; 2025Q2: 14,246 shares; 2025Q3: 13,285 shares; 2025Q4: 20,306 shares; 2026Q1: 17,767 shares 17,767 $1.23M 0.02% -2,539 Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 11,765 shares; 2026Q1: 13,740 shares 13,740 $1.22M 0.02% +1,975 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: restricted; 2024Q4: 3,813 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,808 shares; 2025Q4: 3,476 shares; 2026Q1: 3,594 shares 3,594 $1.18M 0.02% +118 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: restricted; 2024Q4: 17,903 shares; 2025Q1: 17,474 shares; 2025Q2: 13,230 shares; 2025Q3: 12,591 shares; 2025Q4: 12,804 shares; 2026Q1: 13,004 shares 13,004 $1.17M 0.02% +200 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: restricted; 2024Q4: 5,186 shares; 2025Q1: 5,370 shares; 2025Q2: 5,070 shares; 2025Q3: 4,930 shares; 2025Q4: 4,932 shares; 2026Q1: 4,930 shares 4,930 $1.14M 0.02% -2 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,047 shares; 2025Q1: 32,660 shares; 2025Q2: 24,173 shares; 2025Q3: 21,975 shares; 2025Q4: 10,336 shares; 2026Q1: 9,364 shares 9,364 $1.11M 0.02% -972 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: restricted; 2024Q4: 10,332 shares; 2025Q1: 10,133 shares; 2025Q2: 9,996 shares; 2025Q3: 9,946 shares; 2025Q4: 12,961 shares; 2026Q1: 9,403 shares 9,403 $1.08M 0.02% -3,558 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: restricted; 2024Q4: 559 shares; 2025Q1: 761 shares; 2025Q2: 732 shares; 2025Q3: 613 shares; 2025Q4: 799 shares; 2026Q1: 809 shares 809 $1.07M 0.02% +10 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,380 shares; 2025Q2: 5,250 shares; 2025Q3: 4,990 shares; 2025Q4: 5,159 shares; 2026Q1: 4,755 shares 4,755 $1.02M 0.02% -404 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 1,921 shares; 2025Q3: 3,059 shares; 2025Q4: 3,709 shares; 2026Q1: 4,906 shares 4,906 $1.01M 0.02% +1,197 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: restricted; 2024Q4: 8,325 shares; 2025Q1: 8,325 shares; 2025Q2: 8,323 shares; 2025Q3: 8,222 shares; 2025Q4: 7,562 shares; 2026Q1: 6,390 shares 6,390 $994K 0.02% -1,172 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: restricted; 2024Q4: 11,171 shares; 2025Q1: 11,110 shares; 2025Q2: 8,399 shares; 2025Q3: 8,775 shares; 2025Q4: 9,844 shares; 2026Q1: 7,265 shares 7,265 $936K 0.02% -2,579 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: restricted; 2024Q4: 13,725 shares; 2025Q1: 14,025 shares; 2025Q2: 13,720 shares; 2025Q3: 13,720 shares; 2025Q4: 13,736 shares; 2026Q1: 14,170 shares 14,170 $935K 0.02% +434 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,263 shares; 2025Q1: 27,400 shares; 2025Q2: 26,093 shares; 2025Q3: 21,020 shares; 2025Q4: 20,965 shares; 2026Q1: 13,290 shares 13,290 $933K 0.02% -7,675 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,785 shares; 2025Q1: 62,387 shares; 2025Q2: 19,333 shares; 2025Q3: 9,145 shares; 2025Q4: 9,229 shares; 2026Q1: 4,907 shares 4,907 $916K 0.02% -4,322 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: restricted; 2024Q4: 2,368 shares; 2025Q1: 2,118 shares; 2025Q2: 2,414 shares; 2025Q3: 2,118 shares; 2025Q4: 2,118 shares; 2026Q1: 6,059 shares 6,059 $897K 0.02% +3,941 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,644 shares; 2025Q1: 3,392 shares; 2025Q2: 3,285 shares; 2025Q3: 3,162 shares; 2025Q4: 3,223 shares; 2026Q1: 2,833 shares 2,833 $889K 0.02% -390 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: restricted; 2024Q4: 19,365 shares; 2025Q1: 19,504 shares; 2025Q2: 19,715 shares; 2025Q3: 19,715 shares; 2025Q4: 19,422 shares; 2026Q1: 18,893 shares 18,893 $888K 0.02% -529 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: restricted; 2024Q4: 18,667 shares; 2025Q1: 16,238 shares; 2025Q2: 16,537 shares; 2025Q3: 16,481 shares; 2025Q4: 15,641 shares; 2026Q1: 15,641 shares 15,641 $881K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,132 shares; 2025Q1: 3,943 shares; 2025Q2: 4,163 shares; 2025Q3: 3,994 shares; 2025Q4: 4,148 shares; 2026Q1: 4,089 shares 4,089 $863K 0.01% -59 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,861 shares; 2025Q1: 22,120 shares; 2025Q2: 21,874 shares; 2025Q3: 10,030 shares; 2025Q4: 1,284 shares; 2026Q1: 880 shares 880 $863K 0.01% -404 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: restricted; 2024Q4: 2,120 shares; 2025Q1: 5,357 shares; 2025Q2: 5,293 shares; 2025Q3: 7,295 shares; 2025Q4: 7,383 shares; 2026Q1: 7,256 shares 7,256 $861K 0.01% -127 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,934 shares; 2025Q1: 2,652 shares; 2025Q2: 2,625 shares; 2025Q3: 2,645 shares; 2025Q4: 2,729 shares; 2026Q1: 2,314 shares 2,314 $842K 0.01% -415 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,445 shares; 2025Q1: 11,445 shares; 2025Q2: 11,506 shares; 2025Q3: 11,506 shares; 2025Q4: 11,506 shares; 2026Q1: 11,506 shares 11,506 $842K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,916 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares 11,200 $841K 0.01% 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: restricted; 2024Q4: 3,121 shares; 2025Q1: 2,860 shares; 2025Q2: 2,660 shares; 2025Q3: 2,848 shares; 2025Q4: 2,852 shares; 2026Q1: 2,801 shares 2,801 $817K 0.01% -51 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: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 2,887 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $810K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 2,140 shares; 2025Q2: 2,180 shares; 2025Q3: 2,065 shares; 2025Q4: 2,000 shares; 2026Q1: 2,050 shares 2,050 $800K 0.01% +50 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: restricted; 2024Q4: 1,739 shares; 2025Q1: 13,190 shares; 2025Q2: 13,190 shares; 2025Q3: 13,000 shares; 2025Q4: 12,511 shares; 2026Q1: 12,718 shares 12,718 $776K 0.01% +207 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: restricted; 2024Q4: 10,247 shares; 2025Q1: 10,080 shares; 2025Q2: 8,080 shares; 2025Q3: 8,080 shares; 2025Q4: 7,170 shares; 2026Q1: 7,020 shares 7,020 $770K 0.01% -150 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: restricted; 2024Q4: 2,612 shares; 2025Q1: 2,437 shares; 2025Q2: 4,412 shares; 2025Q3: 5,220 shares; 2025Q4: 4,953 shares; 2026Q1: 5,601 shares 5,601 $762K 0.01% +648 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: restricted; 2024Q4: 909,189 shares; 2025Q1: 161,251 shares; 2025Q2: 36,190 shares; 2025Q3: 18,707 shares; 2025Q4: 21,778 shares; 2026Q1: 14,479 shares 14,479 $761K 0.01% -7,299 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 464,843 shares; 2025Q1: 61,098 shares; 2025Q2: 53,748 shares; 2025Q3: 50,942 shares; 2025Q4: 26,122 shares; 2026Q1: 18,427 shares 18,427 $752K 0.01% -7,695 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: restricted; 2024Q4: 5,947 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,725 shares; 2025Q4: 5,725 shares; 2026Q1: 5,664 shares 5,664 $742K 0.01% -61 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: restricted; 2024Q4: 20,910 shares; 2025Q1: 11,316 shares; 2025Q2: 9,973 shares; 2025Q3: 8,791 shares; 2025Q4: 10,575 shares; 2026Q1: 10,317 shares 10,317 $741K 0.01% -258 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,578 shares; 2025Q1: 14,578 shares; 2025Q2: 14,578 shares; 2025Q3: 14,578 shares; 2025Q4: 14,578 shares; 2026Q1: 14,578 shares 14,578 $741K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 427,612 shares; 2025Q1: 33,804 shares; 2025Q2: 23,159 shares; 2025Q3: 17,782 shares; 2025Q4: 15,719 shares; 2026Q1: 6,603 shares 6,603 $735K 0.01% -9,116 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: restricted; 2024Q4: 9,189 shares; 2025Q1: 6,068 shares; 2025Q2: 5,623 shares; 2025Q3: 4,793 shares; 2025Q4: 4,187 shares; 2026Q1: 3,736 shares 3,736 $732K 0.01% -451 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: restricted; 2024Q4: 10,677 shares; 2025Q1: 10,887 shares; 2025Q2: 10,181 shares; 2025Q3: 7,314 shares; 2025Q4: 7,800 shares; 2026Q1: 7,493 shares 7,493 $723K 0.01% -307 Timeline XMHQ 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: restricted; 2024Q4: 516,890 shares; 2025Q1: 55,306 shares; 2025Q2: 37,249 shares; 2025Q3: 33,824 shares; 2025Q4: 14,094 shares; 2026Q1: 6,947 shares 6,947 $718K 0.01% -7,147 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,188 shares; 2025Q1: 3,398 shares; 2025Q2: 2,794 shares; 2025Q3: 2,891 shares; 2025Q4: 2,960 shares; 2026Q1: 4,362 shares 4,362 $716K 0.01% +1,402 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: restricted; 2024Q4: 4,664 shares; 2025Q1: 4,468 shares; 2025Q2: 4,468 shares; 2025Q3: 4,468 shares; 2025Q4: 7,374 shares; 2026Q1: 4,219 shares 4,219 $714K 0.01% -3,155 Timeline IGM 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: restricted; 2024Q4: 6,599 shares; 2025Q1: 6,179 shares; 2025Q2: 6,084 shares; 2025Q3: 5,906 shares; 2025Q4: 5,906 shares; 2026Q1: 5,906 shares 5,906 $700K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,210 shares; 2025Q1: 2,134 shares; 2025Q2: 2,134 shares; 2025Q3: 2,109 shares; 2025Q4: 1,927 shares; 2026Q1: 1,927 shares 1,927 $687K 0.01% 0 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: restricted; 2024Q4: 3,714 shares; 2025Q1: 3,653 shares; 2025Q2: 3,586 shares; 2025Q3: 3,658 shares; 2025Q4: 3,366 shares; 2026Q1: 3,529 shares 3,529 $685K 0.01% +163 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911,316 shares; 2025Q1: 97,858 shares; 2025Q2: 75,007 shares; 2025Q3: 67,619 shares; 2025Q4: 32,122 shares; 2026Q1: 19,146 shares 19,146 $684K 0.01% -12,976 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471,592 shares; 2025Q1: 25,642 shares; 2025Q2: 22,708 shares; 2025Q3: 22,006 shares; 2025Q4: 6,926 shares; 2026Q1: 6,416 shares 6,416 $680K 0.01% -510 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,999 shares; 2025Q1: 2,151 shares; 2025Q2: 1,999 shares; 2025Q3: 1,999 shares; 2025Q4: 1,999 shares; 2026Q1: 1,999 shares 1,999 $678K 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: restricted; 2024Q4: 1,325 shares; 2025Q1: 1,008 shares; 2025Q2: 950 shares; 2025Q3: 850 shares; 2025Q4: 1,150 shares; 2026Q1: 1,235 shares 1,235 $664K 0.01% +85 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: restricted; 2024Q4: 8,886 shares; 2025Q1: 7,035 shares; 2025Q2: 6,841 shares; 2025Q3: 6,841 shares; 2025Q4: 6,703 shares; 2026Q1: 7,097 shares 7,097 $660K 0.01% +394 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: restricted; 2024Q4: 24,631 shares; 2025Q1: 24,817 shares; 2025Q2: 19,055 shares; 2025Q3: 17,849 shares; 2025Q4: 17,850 shares; 2026Q1: 17,591 shares 17,591 $655K 0.01% -259 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,750 shares 2,750 $638K 0.01% +50 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,831 shares; 2025Q1: 11,214 shares; 2025Q2: 11,227 shares; 2025Q3: 11,871 shares; 2025Q4: 10,452 shares; 2026Q1: 10,683 shares 10,683 $628K 0.01% +231 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: restricted; 2024Q4: 8,173 shares; 2025Q1: 7,125 shares; 2025Q2: 6,966 shares; 2025Q3: 6,764 shares; 2025Q4: 5,404 shares; 2026Q1: 5,422 shares 5,422 $628K 0.01% +18 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: restricted; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,800 shares; 2026Q1: 1,798 shares 1,798 $621K 0.01% -2 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,663 shares; 2025Q1: 8,663 shares; 2025Q2: 8,663 shares; 2025Q3: 8,978 shares; 2025Q4: 6,550 shares; 2026Q1: 6,601 shares 6,601 $616K 0.01% +51 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: restricted; 2024Q4: 4,092 shares; 2025Q1: 4,077 shares; 2025Q2: 3,920 shares; 2025Q3: 3,858 shares; 2025Q4: 3,538 shares; 2026Q1: 2,925 shares 2,925 $606K 0.01% -613 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: restricted; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 2,159 shares; 2026Q1: 2,092 shares 2,092 $601K 0.01% -67 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: restricted; 2024Q4: 526 shares; 2025Q1: 722 shares; 2025Q2: 833 shares; 2025Q3: 811 shares; 2025Q4: 734 shares; 2026Q1: 859 shares 859 $599K 0.01% +125 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,867 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $599K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,000 shares; 2025Q1: 9,298 shares; 2025Q2: 7,564 shares; 2025Q3: 7,288 shares; 2025Q4: 6,215 shares; 2026Q1: 5,580 shares 5,580 $590K 0.01% -635 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 1,505 shares; 2025Q2: 1,591 shares; 2025Q3: 1,630 shares; 2025Q4: 1,446 shares; 2026Q1: 1,358 shares 1,358 $589K 0.01% -88 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: restricted; 2024Q4: 1,707 shares; 2025Q1: 1,557 shares; 2025Q2: 1,231 shares; 2025Q3: 1,291 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares 1,261 $584K 0.01% 0 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: restricted; 2024Q4: 3,039 shares; 2025Q1: 3,345 shares; 2025Q2: 3,423 shares; 2025Q3: 3,365 shares; 2025Q4: 3,284 shares; 2026Q1: 3,528 shares 3,528 $583K 0.01% +244 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 1,924 shares 1,924 $575K 0.01% +1,899 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: restricted; 2024Q4: 36,824 shares; 2025Q1: 5,640 shares; 2025Q2: 4,405 shares; 2025Q3: 4,190 shares; 2025Q4: 3,888 shares; 2026Q1: 2,360 shares 2,360 $574K 0.01% -1,528 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,685 shares; 2025Q1: 1,520 shares; 2025Q2: 1,344 shares; 2025Q3: 1,323 shares; 2025Q4: 1,477 shares; 2026Q1: 1,325 shares 1,325 $565K 0.01% -152 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,306 shares; 2025Q1: 7,527 shares; 2025Q2: 7,306 shares; 2025Q3: 7,306 shares; 2025Q4: 7,807 shares; 2026Q1: 7,788 shares 7,788 $564K 0.01% -19 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: restricted; 2024Q4: 1,972 shares; 2025Q1: 1,994 shares; 2025Q2: 1,367 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,283 shares 1,283 $560K 0.01% -67 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,572 shares; 2025Q1: 88,147 shares; 2025Q2: 92,634 shares; 2025Q3: 17,080 shares; 2025Q4: 13,187 shares; 2026Q1: 2,703 shares 2,703 $559K 0.01% -10,484 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: restricted; 2024Q4: 206,243 shares; 2025Q1: 21,006 shares; 2025Q2: 16,765 shares; 2025Q3: 17,185 shares; 2025Q4: 7,889 shares; 2026Q1: 7,680 shares 7,680 $552K 0.01% -209 Timeline TLH 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: restricted; 2024Q4: 163,052 shares; 2025Q1: 13,412 shares; 2025Q2: 7,903 shares; 2025Q3: 6,970 shares; 2025Q4: 6,164 shares; 2026Q1: 5,456 shares 5,456 $550K 0.01% -708 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,006 shares; 2025Q2: 3,344 shares; 2025Q3: 3,510 shares; 2025Q4: 3,714 shares; 2026Q1: 3,734 shares 3,734 $546K 0.01% +20 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,782 shares; 2025Q1: 4,386 shares; 2025Q2: 4,384 shares; 2025Q3: 4,374 shares; 2025Q4: 4,518 shares; 2026Q1: 2,600 shares 2,600 $546K 0.01% -1,918 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: restricted; 2024Q4: 10,661 shares; 2025Q1: 11,461 shares; 2025Q2: 11,362 shares; 2025Q3: 47,196 shares; 2025Q4: 47,196 shares; 2026Q1: 46,891 shares 46,891 $541K 0.01% -305 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: restricted; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 7,396 shares; 2025Q3: 7,372 shares; 2025Q4: 6,952 shares; 2026Q1: 6,952 shares 6,952 $536K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,559 shares; 2025Q1: 8,460 shares; 2025Q2: 8,459 shares; 2025Q3: 8,460 shares; 2025Q4: 8,459 shares; 2026Q1: 9,145 shares 9,145 $535K 0.01% +686 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,395 shares; 2025Q1: 1,364 shares; 2025Q2: 1,260 shares; 2025Q3: 1,317 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares 1,202 $534K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,052 shares; 2025Q1: 970 shares; 2025Q2: 940 shares; 2025Q3: 888 shares; 2025Q4: 836 shares; 2026Q1: 778 shares 778 $531K 0.01% -58 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,568 shares; 2025Q1: 99,494 shares; 2025Q2: 98,442 shares; 2025Q3: 25,392 shares; 2025Q4: 19,037 shares; 2026Q1: 4,163 shares 4,163 $530K 0.01% -14,874 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: restricted; 2024Q4: 8,902 shares; 2025Q1: 9,502 shares; 2025Q2: 9,502 shares; 2025Q3: 9,697 shares; 2025Q4: 8,497 shares; 2026Q1: 8,497 shares 8,497 $525K 0.01% 0 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: restricted; 2024Q4: 2,531 shares; 2025Q1: 1,971 shares; 2025Q2: 1,854 shares; 2025Q3: 2,052 shares; 2025Q4: 1,824 shares; 2026Q1: 1,796 shares 1,796 $515K 0.01% -28 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,554 shares; 2025Q1: 6,514 shares; 2025Q2: 4,867 shares; 2025Q3: 4,613 shares; 2025Q4: 3,773 shares; 2026Q1: 3,634 shares 3,634 $514K 0.01% -139 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: restricted; 2024Q4: 5,560 shares; 2025Q1: 5,489 shares; 2025Q2: 5,417 shares; 2025Q3: 4,993 shares; 2025Q4: 4,551 shares; 2026Q1: 4,530 shares 4,530 $484K 0.01% -21 Timeline VOX 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: restricted; 2024Q4: not reported; 2025Q1: 736 shares; 2025Q2: 1,108 shares; 2025Q3: 1,748 shares; 2025Q4: 2,060 shares; 2026Q1: 2,682 shares 2,682 $482K 0.01% +622 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: restricted; 2024Q4: 9,325 shares; 2025Q1: 9,189 shares; 2025Q2: 5,274 shares; 2025Q3: 5,290 shares; 2025Q4: 5,061 shares; 2026Q1: 5,609 shares 5,609 $478K 0.01% +548 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: restricted; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 670 shares; 2025Q3: 12,312 shares; 2025Q4: 22,173 shares; 2026Q1: 2,150 shares 2,150 $466K 0.01% -20,023 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: restricted; 2024Q4: 2,934 shares; 2025Q1: 2,976 shares; 2025Q2: 2,723 shares; 2025Q3: 1,933 shares; 2025Q4: 1,934 shares; 2026Q1: 1,902 shares 1,902 $464K 0.01% -32 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,845 shares; 2025Q1: 5,787 shares; 2025Q2: 4,362 shares; 2025Q3: 4,362 shares; 2025Q4: 4,362 shares; 2026Q1: 4,462 shares 4,462 $462K 0.01% +100 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: restricted; 2024Q4: 3,467 shares; 2025Q1: 3,497 shares; 2025Q2: 3,152 shares; 2025Q3: 2,165 shares; 2025Q4: 2,166 shares; 2026Q1: 2,328 shares 2,328 $459K 0.01% +162 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: restricted; 2024Q4: 49,385 shares; 2025Q1: 5,089 shares; 2025Q2: 3,974 shares; 2025Q3: 3,859 shares; 2025Q4: 5,456 shares; 2026Q1: 4,022 shares 4,022 $446K 0.01% -1,434 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: restricted; 2024Q4: 6,765 shares; 2025Q1: 3,713 shares; 2025Q2: 3,713 shares; 2025Q3: 3,713 shares; 2025Q4: 3,713 shares; 2026Q1: 4,119 shares 4,119 $437K 0.01% +406 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: restricted; 2024Q4: 472 shares; 2025Q1: 417 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 409 shares; 2026Q1: 400 shares 400 $436K 0.01% -9 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 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 $434K 0.01% 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: restricted; 2024Q4: 2,574 shares; 2025Q1: 2,442 shares; 2025Q2: 2,192 shares; 2025Q3: 2,186 shares; 2025Q4: 4,422 shares; 2026Q1: 3,892 shares 3,892 $424K 0.01% -530 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: restricted; 2024Q4: 278,911 shares; 2025Q1: 34,079 shares; 2025Q2: 29,056 shares; 2025Q3: 27,678 shares; 2025Q4: 11,508 shares; 2026Q1: 7,030 shares 7,030 $423K 0.01% -4,478 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: restricted; 2024Q4: 716 shares; 2025Q1: 642 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 633 shares; 2026Q1: 1,603 shares 1,603 $420K 0.01% +970 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: restricted; 2024Q4: 6,129 shares; 2025Q1: 5,101 shares; 2025Q2: 5,142 shares; 2025Q3: 3,938 shares; 2025Q4: 7,658 shares; 2026Q1: 6,787 shares 6,787 $416K 0.01% -871 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares 1,530 $414K 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: restricted; 2024Q4: 1,710 shares; 2025Q1: 846 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 1,730 shares; 2026Q1: 1,973 shares 1,973 $412K 0.01% +243 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,955 shares; 2025Q1: 3,937 shares; 2025Q2: 3,937 shares; 2025Q3: 3,937 shares; 2025Q4: 7,874 shares; 2026Q1: 7,874 shares 7,874 $409K 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: restricted; 2024Q4: 4,174 shares; 2025Q1: 4,294 shares; 2025Q2: 4,104 shares; 2025Q3: 3,901 shares; 2025Q4: 3,902 shares; 2026Q1: 3,601 shares 3,601 $408K 0.01% -301 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: restricted; 2024Q4: 15,811 shares; 2025Q1: 5,595 shares; 2025Q2: 2,131 shares; 2025Q3: 2,019 shares; 2025Q4: 2,777 shares; 2026Q1: 2,589 shares 2,589 $407K 0.01% -188 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,492 shares; 2025Q1: 14,264 shares; 2025Q2: 5,592 shares; 2025Q3: 5,013 shares; 2025Q4: 4,744 shares; 2026Q1: 4,677 shares 4,677 $397K 0.01% -67 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: restricted; 2024Q4: 1,262 shares; 2025Q1: 2,664 shares; 2025Q2: 1,454 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 2,019 shares 2,019 $396K 0.01% +571 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,790 shares; 2025Q1: 21,440 shares; 2025Q2: 21,940 shares; 2025Q3: 22,440 shares; 2025Q4: 22,440 shares; 2026Q1: 20,440 shares 20,440 $394K 0.01% -2,000 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: restricted; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,800 shares; 2025Q4: 2,454 shares; 2026Q1: 2,671 shares 2,671 $390K 0.01% +217 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: restricted; 2024Q4: 1,931 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 3,014 shares; 2025Q4: 1,914 shares; 2026Q1: 4,673 shares 4,673 $387K 0.01% +2,759 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: restricted; 2024Q4: 4,705 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,705 shares; 2025Q4: 4,705 shares; 2026Q1: 4,705 shares 4,705 $381K 0.01% 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: restricted; 2024Q4: 13,385 shares; 2025Q1: 13,385 shares; 2025Q2: 13,723 shares; 2025Q3: 4,211 shares; 2025Q4: 4,211 shares; 2026Q1: 4,211 shares 4,211 $381K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,172 shares; 2025Q1: 3,172 shares; 2025Q2: 3,172 shares; 2025Q3: 3,172 shares; 2025Q4: 3,172 shares; 2026Q1: 3,172 shares 3,172 $379K 0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $373K 0.01% 0 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: restricted; 2024Q4: 1,322 shares; 2025Q1: 1,379 shares; 2025Q2: 1,244 shares; 2025Q3: 274 shares; 2025Q4: 273 shares; 2026Q1: 613 shares 613 $370K 0.01% +340 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: restricted; 2024Q4: 7,757 shares; 2025Q1: 7,757 shares; 2025Q2: 7,757 shares; 2025Q3: 7,757 shares; 2025Q4: 6,646 shares; 2026Q1: 6,646 shares 6,646 $360K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares 990 $355K 0.01% 0 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: restricted; 2024Q4: 3,963 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 4,232 shares; 2025Q4: 4,232 shares; 2026Q1: 4,232 shares 4,232 $347K 0.01% 0 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: restricted; 2024Q4: 162 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 448 shares; 2026Q1: 1,583 shares 1,583 $344K 0.01% +1,135 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,082 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,246 shares; 2026Q1: 1,245 shares 1,245 $343K 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: restricted; 2024Q4: 23,281 shares; 2025Q1: 4,700 shares; 2025Q2: 3,713 shares; 2025Q3: 2,400 shares; 2025Q4: 2,182 shares; 2026Q1: 1,894 shares 1,894 $341K 0.01% -288 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: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,477 shares; 2026Q1: 2,477 shares 2,477 $337K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179 shares; 2025Q1: 74 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 604 shares; 2026Q1: 596 shares 596 $335K 0.01% -8 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341,906 shares; 2025Q1: 114,302 shares; 2025Q2: 15,132 shares; 2025Q3: 13,253 shares; 2025Q4: 13,253 shares; 2026Q1: 13,253 shares 13,253 $332K 0.01% 0 Timeline VGIT 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: restricted; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 6,166 shares; 2026Q1: 5,524 shares 5,524 $329K 0.01% -642 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 2,251 shares; 2026Q1: 2,314 shares 2,314 $323K 0.01% +63 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,936 shares; 2025Q1: 3,116 shares; 2025Q2: 2,605 shares; 2025Q3: 2,447 shares; 2025Q4: 2,311 shares; 2026Q1: 2,152 shares 2,152 $317K 0.01% -159 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: restricted; 2024Q4: 16,333 shares; 2025Q1: 14,181 shares; 2025Q2: 13,884 shares; 2025Q3: 14,042 shares; 2025Q4: 13,622 shares; 2026Q1: 10,942 shares 10,942 $314K 0.01% -2,680 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: restricted; 2024Q4: 6,791 shares; 2025Q1: 4,430 shares; 2025Q2: 3,398 shares; 2025Q3: 2,479 shares; 2025Q4: 2,732 shares; 2026Q1: 2,132 shares 2,132 $313K 0.01% -600 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 5,019 shares; 2025Q3: 5,361 shares; 2025Q4: 5,019 shares; 2026Q1: 5,019 shares 5,019 $311K 0.01% 0 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: restricted; 2024Q4: 13,590 shares; 2025Q1: 13,590 shares; 2025Q2: 11,952 shares; 2025Q3: 11,952 shares; 2025Q4: 11,952 shares; 2026Q1: 11,952 shares 11,952 $306K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,647 shares; 2025Q1: 5,647 shares; 2025Q2: 4,947 shares; 2025Q3: 4,517 shares; 2025Q4: 3,943 shares; 2026Q1: 3,614 shares 3,614 $303K 0.01% -329 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,231 shares; 2025Q1: 131,231 shares; 2025Q2: 131,231 shares; 2025Q3: 131,231 shares; 2025Q4: not reported; 2026Q1: 28,320 shares 28,320 $298K 0.01% new 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: restricted; 2024Q4: 4,139 shares; 2025Q1: 3,774 shares; 2025Q2: 3,263 shares; 2025Q3: 4,117 shares; 2025Q4: 5,430 shares; 2026Q1: 3,215 shares 3,215 $296K 0.01% -2,215 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,422,048 shares; 2025Q1: 120,253 shares; 2025Q2: 30,962 shares; 2025Q3: 20,945 shares; 2025Q4: 17,677 shares; 2026Q1: 14,272 shares 14,272 $294K 0.01% -3,405 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,952 shares; 2025Q1: 7,001 shares; 2025Q2: 7,001 shares; 2025Q3: 5,847 shares; 2025Q4: 5,847 shares; 2026Q1: 5,847 shares 5,847 $291K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,084 shares; 2025Q1: 2,884 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,779 shares; 2026Q1: 2,779 shares 2,779 $286K <0.01% 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: restricted; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,580 shares; 2025Q4: 3,740 shares; 2026Q1: 3,140 shares 3,140 $284K <0.01% -600 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: restricted; 2024Q4: 1,366 shares; 2025Q1: 866 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 944 shares; 2026Q1: 836 shares 836 $282K <0.01% -108 Timeline PFM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 5,502 shares 5,502 $281K <0.01% +5,066 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: restricted; 2024Q4: 1,861 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,395 shares; 2025Q4: 1,602 shares; 2026Q1: 1,605 shares 1,605 $278K <0.01% +3 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: restricted; 2024Q4: 7,361 shares; 2025Q1: 5,011 shares; 2025Q2: 5,876 shares; 2025Q3: 5,666 shares; 2025Q4: 5,695 shares; 2026Q1: 5,581 shares 5,581 $276K <0.01% -114 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,380 shares 2,380 $275K <0.01% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225 $272K <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: restricted; 2024Q4: 4,916 shares; 2025Q1: 3,243 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,640 shares 4,640 $264K <0.01% -50 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,918 shares; 2025Q1: 1,815 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,641 shares; 2026Q1: 1,619 shares 1,619 $263K <0.01% -22 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,758 shares; 2025Q1: 59,952 shares; 2025Q2: 59,045 shares; 2025Q3: 5,470 shares; 2025Q4: 3,788 shares; 2026Q1: 2,222 shares 2,222 $253K <0.01% -1,566 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: restricted; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 1,261 shares; 2025Q4: 2,123 shares; 2026Q1: 1,719 shares 1,719 $251K <0.01% -404 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: restricted; 2024Q4: 2,647 shares; 2025Q1: 1,887 shares; 2025Q2: 1,763 shares; 2025Q3: 1,695 shares; 2025Q4: 1,364 shares; 2026Q1: 1,361 shares 1,361 $248K <0.01% -3 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: restricted; 2024Q4: 4,550 shares; 2025Q1: 2,111 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 2,279 shares; 2026Q1: 2,279 shares 2,279 $247K <0.01% 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: restricted; 2024Q4: 3,308 shares; 2025Q1: 3,308 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 3,017 shares; 2026Q1: 3,013 shares 3,013 $246K <0.01% -4 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,343 shares 1,343 $246K <0.01% +50 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $246K <0.01% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: 541 shares; 2026Q1: 3,186 shares 3,186 $241K <0.01% +2,645 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,802 shares; 2025Q1: 3,802 shares; 2025Q2: 3,298 shares; 2025Q3: 3,298 shares; 2025Q4: 3,304 shares; 2026Q1: 3,298 shares 3,298 $241K <0.01% -6 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: restricted; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $240K <0.01% 0 Timeline ILCG 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: restricted; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares 2,490 $238K <0.01% 0 Timeline XVV 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: restricted; 2024Q4: 385 shares; 2025Q1: not reported; 2025Q2: 5,205 shares; 2025Q3: 5,464 shares; 2025Q4: 5,155 shares; 2026Q1: 4,799 shares 4,799 $236K <0.01% -356 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,560 shares; 2025Q1: 9,560 shares; 2025Q2: 9,360 shares; 2025Q3: 9,360 shares; 2025Q4: 9,369 shares; 2026Q1: 9,912 shares 9,912 $236K <0.01% +543 Timeline IVOO 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: restricted; 2024Q4: 2,151 shares; 2025Q1: 2,043 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,043 shares 2,043 $234K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,260 shares; 2025Q1: 3,324 shares; 2025Q2: 3,259 shares; 2025Q3: 3,138 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares 3,073 $231K <0.01% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 445 shares; 2025Q1: 1,759 shares; 2025Q2: 3,432 shares; 2025Q3: 4,637 shares; 2025Q4: 5,778 shares; 2026Q1: 7,458 shares 7,458 $231K <0.01% +1,680 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: restricted; 2024Q4: 13,330 shares; 2025Q1: 11,597 shares; 2025Q2: 5,640 shares; 2025Q3: 5,882 shares; 2025Q4: 4,781 shares; 2026Q1: 4,361 shares 4,361 $230K <0.01% -420 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,346 shares; 2025Q1: 6,466 shares; 2025Q2: 5,831 shares; 2025Q3: 5,831 shares; 2025Q4: 5,276 shares; 2026Q1: 4,960 shares 4,960 $227K <0.01% -316 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: restricted; 2024Q4: 8,879 shares; 2025Q1: 6,795 shares; 2025Q2: 7,499 shares; 2025Q3: 7,499 shares; 2025Q4: 7,015 shares; 2026Q1: 5,441 shares 5,441 $227K <0.01% -1,574 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: restricted; 2024Q4: 6,268 shares; 2025Q1: 5,968 shares; 2025Q2: 6,524 shares; 2025Q3: 4,640 shares; 2025Q4: 3,264 shares; 2026Q1: 2,777 shares 2,777 $221K <0.01% -487 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: restricted; 2024Q4: 1,390 shares; 2025Q1: 1,585 shares; 2025Q2: 1,390 shares; 2025Q3: 1,822 shares; 2025Q4: 1,967 shares; 2026Q1: 1,940 shares 1,940 $220K <0.01% -27 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $220K <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: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $219K <0.01% 0 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: restricted; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 1,248 shares; 2025Q3: 1,068 shares; 2025Q4: 1,031 shares; 2026Q1: 1,191 shares 1,191 $217K <0.01% +160 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: restricted; 2024Q4: 7,101 shares; 2025Q1: 7,573 shares; 2025Q2: 8,452 shares; 2025Q3: 8,377 shares; 2025Q4: 8,387 shares; 2026Q1: 7,912 shares 7,912 $217K <0.01% -475 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,021 shares; 2025Q4: 2,160 shares; 2026Q1: 2,350 shares 2,350 $217K <0.01% +190 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: restricted; 2024Q4: 963 shares; 2025Q1: 957 shares; 2025Q2: 756 shares; 2025Q3: 771 shares; 2025Q4: 703 shares; 2026Q1: 600 shares 600 $214K <0.01% -103 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: restricted; 2024Q4: 1,392 shares; 2025Q1: 1,255 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $213K <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: restricted; 2024Q4: 388 shares; 2025Q1: 2,191 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,008 shares; 2026Q1: 1,915 shares 1,915 $210K <0.01% -93 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,344 shares; 2025Q1: 4,744 shares; 2025Q2: 4,744 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares; 2026Q1: 4,344 shares 4,344 $208K <0.01% 0 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: restricted; 2024Q4: 3,133 shares; 2025Q1: 3,246 shares; 2025Q2: 3,132 shares; 2025Q3: 3,209 shares; 2025Q4: 2,934 shares; 2026Q1: 2,934 shares 2,934 $207K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $207K <0.01% 0 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: restricted; 2024Q4: 1,668 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares; 2025Q4: 1,920 shares; 2026Q1: 1,838 shares 1,838 $207K <0.01% -82 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,708 shares; 2025Q1: 1,059 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 1,431 shares; 2026Q1: 1,737 shares 1,737 $206K <0.01% +306 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,250 shares; 2025Q1: 4,952 shares; 2025Q2: 4,952 shares; 2025Q3: 5,317 shares; 2025Q4: 5,062 shares; 2026Q1: 5,062 shares 5,062 $204K <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: restricted; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 4,359 shares; 2025Q3: 4,350 shares; 2025Q4: 4,349 shares; 2026Q1: 4,422 shares 4,422 $203K <0.01% +73 Timeline RWR 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: restricted; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 1,938 shares 1,938 $196K <0.01% -287 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236 $194K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 514 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $194K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,139 shares; 2025Q1: 791 shares; 2025Q2: 588 shares; 2025Q3: 484 shares; 2025Q4: 459 shares; 2026Q1: 367 shares 367 $192K <0.01% -92 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: restricted; 2024Q4: not reported; 2025Q1: 5,011 shares; 2025Q2: 5,011 shares; 2025Q3: 5,011 shares; 2025Q4: 5,011 shares; 2026Q1: 5,011 shares 5,011 $191K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,965 shares; 2025Q1: 2,068 shares; 2025Q2: 1,863 shares; 2025Q3: 1,841 shares; 2025Q4: 1,440 shares; 2026Q1: 1,551 shares 1,551 $188K <0.01% +111 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 1,345 shares; 2025Q4: 1,367 shares; 2026Q1: 1,325 shares 1,325 $186K <0.01% -42 Timeline IWX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares 1,993 $185K <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: restricted; 2024Q4: 2,694 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 1,291 shares; 2026Q1: 908 shares 908 $184K <0.01% -383 Timeline SPYX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,411 shares; 2025Q3: 3,411 shares; 2025Q4: 3,411 shares; 2026Q1: 3,411 shares 3,411 $181K <0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 134 shares; 2025Q4: 402 shares; 2026Q1: 379 shares 379 $180K <0.01% -23 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,433 shares; 2026Q1: 3,433 shares 3,433 $176K <0.01% 0 Timeline BBEU 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350 $170K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,213 shares 2,213 $169K <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,172 shares 1,172 $167K <0.01% -18 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 363 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 950 shares 950 $164K <0.01% +600 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,735 shares; 2025Q3: 1,721 shares; 2025Q4: 4,093 shares; 2026Q1: 1,745 shares 1,745 $164K <0.01% -2,348 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 498 shares; 2025Q2: 538 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $164K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,644 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $163K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,499 shares; 2025Q1: 4,499 shares; 2025Q2: 4,499 shares; 2025Q3: 4,499 shares; 2025Q4: 4,499 shares; 2026Q1: 4,499 shares 4,499 $163K <0.01% 0 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: restricted; 2024Q4: 1,620 shares; 2025Q1: 1,610 shares; 2025Q2: 1,635 shares; 2025Q3: 638 shares; 2025Q4: 322 shares; 2026Q1: 362 shares 362 $162K <0.01% +40 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,337 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares; 2025Q4: 4,774 shares; 2026Q1: 3,902 shares 3,902 $162K <0.01% -872 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,979 shares; 2025Q1: 154,893 shares; 2025Q2: 17,997 shares; 2025Q3: 17,501 shares; 2025Q4: 2,621 shares; 2026Q1: 2,108 shares 2,108 $161K <0.01% -513 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,515,129 shares; 2025Q1: 118,264 shares; 2025Q2: 28,201 shares; 2025Q3: 18,295 shares; 2025Q4: 14,575 shares; 2026Q1: 7,638 shares 7,638 $156K <0.01% -6,937 Timeline VUSB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,133 shares 3,133 $156K <0.01% new 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: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,003 shares 2,003 $155K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,560 shares; 2025Q1: 8,560 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,010 shares; 2026Q1: 8,000 shares 8,000 $154K <0.01% -10 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,221 shares; 2026Q1: 2,579 shares 2,579 $154K <0.01% -642 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares; 2026Q1: 2,922 shares 2,922 $152K <0.01% 0 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: restricted; 2024Q4: 7,529 shares; 2025Q1: 2,364 shares; 2025Q2: 2,364 shares; 2025Q3: 2,008 shares; 2025Q4: 2,012 shares; 2026Q1: 2,962 shares 2,962 $152K <0.01% +950 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares 2,327 $151K <0.01% 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: restricted; 2024Q4: 2,105 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $150K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,043 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,601 shares 1,601 $149K <0.01% +307 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: restricted; 2024Q4: 376 shares; 2025Q1: 149 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 161 shares; 2026Q1: 272 shares 272 $149K <0.01% +111 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 796 shares 796 $146K <0.01% -60 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: restricted; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,139 shares; 2025Q3: 1,477 shares; 2025Q4: 1,477 shares; 2026Q1: 1,139 shares 1,139 $146K <0.01% -338 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: restricted; 2024Q4: 2,317 shares; 2025Q1: 2,406 shares; 2025Q2: 1,688 shares; 2025Q3: 1,967 shares; 2025Q4: 5,462 shares; 2026Q1: 1,544 shares 1,544 $145K <0.01% -3,918 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: restricted; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $144K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,449 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,279 shares; 2026Q1: 1,279 shares 1,279 $144K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $142K <0.01% 0 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: restricted; 2024Q4: 9,689 shares; 2025Q1: 9,046 shares; 2025Q2: 6,119 shares; 2025Q3: 4,200 shares; 2025Q4: 4,544 shares; 2026Q1: 1,273 shares 1,273 $139K <0.01% -3,271 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: restricted; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,229 shares; 2026Q1: 953 shares 953 $138K <0.01% -276 Timeline CWB 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: restricted; 2024Q4: 1,605 shares; 2025Q1: 1,605 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,586 shares; 2026Q1: 1,500 shares 1,500 $137K <0.01% -86 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,225 shares; 2025Q1: 12,225 shares; 2025Q2: 7,925 shares; 2025Q3: 4,425 shares; 2025Q4: 3,625 shares; 2026Q1: 3,625 shares 3,625 $137K <0.01% 0 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,574 shares; 2026Q1: 1,120 shares 1,120 $137K <0.01% -454 Timeline SUSC 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: restricted; 2024Q4: 137,206 shares; 2025Q1: 47,816 shares; 2025Q2: 7,701 shares; 2025Q3: 6,309 shares; 2025Q4: 6,309 shares; 2026Q1: 5,777 shares 5,777 $134K <0.01% -532 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $133K <0.01% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 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 $133K <0.01% 0 Timeline EWC 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: restricted; 2024Q4: 10,029 shares; 2025Q1: 2,509 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares; 2025Q4: 2,477 shares; 2026Q1: 2,425 shares 2,425 $133K <0.01% -52 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: restricted; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,820 shares; 2026Q1: 2,649 shares 2,649 $129K <0.01% -171 Timeline QLTA 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: restricted; 2024Q4: 53,324 shares; 2025Q1: 34,238 shares; 2025Q2: 13,830 shares; 2025Q3: 5,220 shares; 2025Q4: 3,055 shares; 2026Q1: 2,715 shares 2,715 $129K <0.01% -340 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $129K <0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,549 shares; 2025Q1: 5,549 shares; 2025Q2: 5,549 shares; 2025Q3: 5,549 shares; 2025Q4: 4,947 shares; 2026Q1: 2,876 shares 2,876 $128K <0.01% -2,071 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,383 shares; 2025Q1: 3,996 shares; 2025Q2: 3,525 shares; 2025Q3: 2,028 shares; 2025Q4: 1,520 shares; 2026Q1: 1,296 shares 1,296 $128K <0.01% -224 Timeline PWB 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: restricted; 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 $126K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,532 shares; 2025Q1: 3,617 shares; 2025Q2: 3,617 shares; 2025Q3: 5,183 shares; 2025Q4: 3,624 shares; 2026Q1: 3,227 shares 3,227 $126K <0.01% -397 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $126K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 397 shares; 2025Q3: 500 shares; 2025Q4: 631 shares; 2026Q1: 630 shares 630 $125K <0.01% -1 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: restricted; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,270 shares 1,270 $124K <0.01% -680 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 1,781 shares; 2025Q3: 1,418 shares; 2025Q4: 1,055 shares; 2026Q1: 730 shares 730 $123K <0.01% -325 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 859 shares; 2025Q3: 1,086 shares; 2025Q4: 859 shares; 2026Q1: 859 shares 859 $123K <0.01% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239,187 shares; 2025Q1: 70,746 shares; 2025Q2: 20,000 shares; 2025Q3: 9,741 shares; 2025Q4: 7,127 shares; 2026Q1: 6,243 shares 6,243 $122K <0.01% -884 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 55 shares; 2026Q1: 36 shares 36 $122K <0.01% -19 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,009 shares; 2025Q1: 11,009 shares; 2025Q2: 11,009 shares; 2025Q3: 11,009 shares; 2025Q4: 11,009 shares; 2026Q1: 11,009 shares 11,009 $121K <0.01% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,413 shares; 2025Q1: 81,834 shares; 2025Q2: 22,125 shares; 2025Q3: 9,407 shares; 2025Q4: 6,822 shares; 2026Q1: 6,180 shares 6,180 $121K <0.01% -642 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: restricted; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 1,990 shares; 2026Q1: 580 shares 580 $121K <0.01% -1,410 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: restricted; 2024Q4: 12,339 shares; 2025Q1: 10,665 shares; 2025Q2: 9,921 shares; 2025Q3: 2,614 shares; 2025Q4: 2,277 shares; 2026Q1: 1,091 shares 1,091 $120K <0.01% -1,186 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,346 shares 13,346 $120K <0.01% new Timeline PWV 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: restricted; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares; 2026Q1: 1,710 shares 1,710 $119K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 510 shares; 2026Q1: 6,212 shares 6,212 $117K <0.01% +5,702 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: restricted; 2024Q4: 2,054 shares; 2025Q1: 2,025 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $116K <0.01% 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: restricted; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 2,925 shares; 2025Q3: 2,800 shares; 2025Q4: 2,375 shares; 2026Q1: 527 shares 527 $115K <0.01% -1,848 Timeline KIE 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: restricted; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares 2,075 $114K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,575 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares; 2025Q4: 3,873 shares; 2026Q1: 2,287 shares 2,287 $114K <0.01% -1,586 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: restricted; 2024Q4: 1,440 shares; 2025Q1: 1,511 shares; 2025Q2: 1,414 shares; 2025Q3: 1,431 shares; 2025Q4: 1,501 shares; 2026Q1: 1,410 shares 1,410 $113K <0.01% -91 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares 3,320 $112K <0.01% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $112K <0.01% 0 Timeline GRID 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: restricted; 2024Q4: 666 shares; 2025Q1: 1,294 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $109K <0.01% 0 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: restricted; 2024Q4: 586 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 455 shares; 2025Q4: 446 shares; 2026Q1: 507 shares 507 $109K <0.01% +61 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $108K <0.01% 0 Timeline EZU 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: restricted; 2024Q4: 4,716 shares; 2025Q1: 4,333 shares; 2025Q2: 4,331 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares; 2026Q1: 1,698 shares 1,698 $106K <0.01% -2,633 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 555 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $106K <0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,364 shares; 2025Q1: 78,364 shares; 2025Q2: 15,673 shares; 2025Q3: 2,635 shares; 2025Q4: 2,635 shares; 2026Q1: 2,635 shares 2,635 $105K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,500 shares 1,500 $104K <0.01% +200 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 11,000 shares 11,000 $104K <0.01% -2,000 Timeline AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,676 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares; 2025Q4: 4,676 shares; 2026Q1: 4,676 shares 4,676 $104K <0.01% 0 Timeline IEI 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: restricted; 2024Q4: 1,328 shares; 2025Q1: 1,274 shares; 2025Q2: 1,197 shares; 2025Q3: 870 shares; 2025Q4: 1,052 shares; 2026Q1: 870 shares 870 $103K <0.01% -182 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,078 shares; 2025Q1: 1,666 shares; 2025Q2: 1,318 shares; 2025Q3: 1,160 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares 1,106 $103K <0.01% 0 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,331 shares 6,331 $102K <0.01% new Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,673 shares; 2025Q4: 8,780 shares; 2026Q1: 19,531 shares 19,531 $101K <0.01% +10,751 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: restricted; 2024Q4: 3,650 shares; 2025Q1: 1,701 shares; 2025Q2: 3,046 shares; 2025Q3: 1,691 shares; 2025Q4: 11,920 shares; 2026Q1: 1,016 shares 1,016 $101K <0.01% -10,904 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares; 2026Q1: 1,723 shares 1,723 $101K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 908 shares; 2025Q1: 1,426 shares; 2025Q2: 1,028 shares; 2025Q3: 1,811 shares; 2025Q4: 1,814 shares; 2026Q1: 1,811 shares 1,811 $99.9K <0.01% -3 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97 shares; 2025Q1: 140 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 1,304 shares 1,304 $99.8K <0.01% +1,207 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: restricted; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 402 shares; 2026Q1: 400 shares 400 $98.8K <0.01% -2 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: restricted; 2024Q4: 2,345 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares; 2026Q1: 2,167 shares 2,167 $98.2K <0.01% +90 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 320 shares 320 $97.3K <0.01% +247 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,635 shares; 2025Q1: 4,857 shares; 2025Q2: 4,857 shares; 2025Q3: 4,857 shares; 2025Q4: 3,862 shares; 2026Q1: 4,003 shares 4,003 $97.2K <0.01% +141 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: restricted; 2024Q4: 2,181 shares; 2025Q1: 2,029 shares; 2025Q2: 2,017 shares; 2025Q3: 2,102 shares; 2025Q4: 2,176 shares; 2026Q1: 1,352 shares 1,352 $96.2K <0.01% -824 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: restricted; 2024Q4: 1,357 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,757 shares; 2026Q1: 1,757 shares 1,757 $96K <0.01% 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: restricted; 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 $94.6K <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: restricted; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296 $92.4K <0.01% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $92.1K <0.01% 0 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: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares 2,080 $90.8K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $90.5K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,397 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 1,127 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $90.1K <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: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,564 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,352 shares 1,352 $89.6K <0.01% -314 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares; 2026Q1: 2,922 shares 2,922 $88.7K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,912 shares; 2025Q1: 673 shares; 2025Q2: 528 shares; 2025Q3: 470 shares; 2025Q4: 459 shares; 2026Q1: 420 shares 420 $88.1K <0.01% -39 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: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares 612 $87.2K <0.01% 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: restricted; 2024Q4: 587 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 394 shares; 2025Q4: 370 shares; 2026Q1: 269 shares 269 $86.8K <0.01% -101 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $86.6K <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: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 274 shares; 2026Q1: 1,820 shares 1,820 $85.4K <0.01% +1,546 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $85.2K <0.01% 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: restricted; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 582 shares 582 $84.8K <0.01% +472 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: restricted; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 2,455 shares; 2026Q1: 1,593 shares 1,593 $84.8K <0.01% -862 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $84.5K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $84.4K <0.01% 0 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: restricted; 2024Q4: 89 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 1,151 shares 1,151 $83.8K <0.01% +226 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 593 shares 593 $82.8K <0.01% +31 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: restricted; 2024Q4: 170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 112 shares 112 $81.6K <0.01% +46 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $81.4K <0.01% 0 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: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,150 shares 2,150 $81.4K <0.01% -500 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 707 shares; 2026Q1: 707 shares 707 $81.2K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 300 shares 300 $81.1K <0.01% -100 Timeline