SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,725,592 shares; 2024Q4: 181,089,569 shares; 2025Q1: 184,791,578 shares; 2025Q2: 184,001,503 shares; 2025Q3: 186,455,668 shares; 2025Q4: 180,778,097 shares; 2026Q1: 185,695,369 shares 185,695,369 $4.6B 11.93% +4,917,272 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: 7,678,591 shares; 2024Q4: 7,878,078 shares; 2025Q1: 8,144,065 shares; 2025Q2: 8,616,866 shares; 2025Q3: 8,616,693 shares; 2025Q4: 8,470,296 shares; 2026Q1: 8,590,751 shares 8,590,751 $2.13B 5.53% +120,455 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: 31,623,839 shares; 2024Q4: 32,684,511 shares; 2025Q1: 34,082,971 shares; 2025Q2: 34,535,105 shares; 2025Q3: 34,952,027 shares; 2025Q4: 34,070,052 shares; 2026Q1: 35,534,123 shares 35,534,123 $1.92B 4.99% +1,464,071 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: 15,200,448 shares; 2024Q4: 16,322,389 shares; 2025Q1: 17,300,844 shares; 2025Q2: 18,101,201 shares; 2025Q3: 19,531,340 shares; 2025Q4: 20,972,198 shares; 2026Q1: 22,545,470 shares 22,545,470 $1.77B 4.59% +1,573,272 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,423,294 shares; 2024Q4: 11,793,797 shares; 2025Q1: 13,858,639 shares; 2025Q2: 14,436,154 shares; 2025Q3: 15,016,360 shares; 2025Q4: 16,150,941 shares; 2026Q1: 16,879,079 shares 16,879,079 $1.5B 3.89% +728,138 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,735,859 shares; 2024Q4: 38,301,085 shares; 2025Q1: 40,669,805 shares; 2025Q2: 42,677,764 shares; 2025Q3: 45,603,651 shares; 2025Q4: 49,666,971 shares; 2026Q1: 53,127,493 shares 53,127,493 $1.41B 3.67% +3,460,522 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: 15,788,033 shares; 2024Q4: 17,071,797 shares; 2025Q1: 18,245,406 shares; 2025Q2: 19,075,152 shares; 2025Q3: 20,427,266 shares; 2025Q4: 21,891,841 shares; 2026Q1: 23,598,179 shares 23,598,179 $1.41B 3.65% +1,706,338 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,298,227 shares; 2024Q4: 25,335,420 shares; 2025Q1: 26,393,000 shares; 2025Q2: 33,442,998 shares; 2025Q3: 34,204,530 shares; 2025Q4: 34,024,368 shares; 2026Q1: 36,903,750 shares 36,903,750 $1.07B 2.79% +2,879,382 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: 13,540,860 shares; 2024Q4: 14,596,537 shares; 2025Q1: 15,696,044 shares; 2025Q2: 16,517,713 shares; 2025Q3: 17,550,488 shares; 2025Q4: 18,917,043 shares; 2026Q1: 20,349,943 shares 20,349,943 $1.04B 2.71% +1,432,900 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,694,966 shares; 2024Q4: 10,738,988 shares; 2025Q1: 11,651,670 shares; 2025Q2: 12,485,403 shares; 2025Q3: 13,394,103 shares; 2025Q4: 14,411,863 shares; 2026Q1: 15,544,156 shares 15,544,156 $860M 2.23% +1,132,293 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: 4,332,958 shares; 2024Q4: 4,559,901 shares; 2025Q1: 4,853,903 shares; 2025Q2: 4,903,027 shares; 2025Q3: 4,952,681 shares; 2025Q4: 4,944,180 shares; 2026Q1: 4,998,653 shares 4,998,653 $729M 1.89% +54,473 Timeline VNQI 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: 15,372,024 shares; 2024Q4: 16,531,590 shares; 2025Q1: 16,737,874 shares; 2025Q2: 13,648,827 shares; 2025Q3: 13,868,529 shares; 2025Q4: 14,158,418 shares; 2026Q1: 14,572,465 shares 14,572,465 $648M 1.68% +414,047 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,384,106 shares; 2024Q4: 28,109,278 shares; 2025Q1: 29,695,319 shares; 2025Q2: 31,466,599 shares; 2025Q3: 32,820,036 shares; 2025Q4: 32,894,638 shares; 2026Q1: 34,501,583 shares 34,501,583 $598M 1.55% +1,606,945 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,212,369 shares; 2024Q4: 21,733,689 shares; 2025Q1: 23,271,924 shares; 2025Q2: 24,148,386 shares; 2025Q3: 25,120,320 shares; 2025Q4: 26,107,425 shares; 2026Q1: 27,649,126 shares 27,649,126 $571M 1.48% +1,541,701 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,128,539 shares; 2025Q3: 5,655,394 shares; 2025Q4: 5,868,543 shares; 2026Q1: 5,951,012 shares 5,951,012 $552M 1.43% +82,469 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: 1,930,857 shares; 2024Q4: 1,960,205 shares; 2025Q1: 1,964,201 shares; 2025Q2: 2,144,982 shares; 2025Q3: 2,152,177 shares; 2025Q4: 2,129,082 shares; 2026Q1: 2,102,992 shares 2,102,992 $534M 1.39% -26,090 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: 5,691,983 shares; 2024Q4: 5,963,609 shares; 2025Q1: 5,858,225 shares; 2025Q2: 5,649,063 shares; 2025Q3: 5,614,910 shares; 2025Q4: 6,562,442 shares; 2026Q1: 5,474,027 shares 5,474,027 $523M 1.36% -1,088,415 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,108,797 shares; 2024Q4: 8,600,196 shares; 2025Q1: 9,137,346 shares; 2025Q2: 9,687,474 shares; 2025Q3: 10,290,517 shares; 2025Q4: 11,141,123 shares; 2026Q1: 12,094,500 shares 12,094,500 $512M 1.33% +953,377 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: 2,769,091 shares; 2024Q4: 2,780,522 shares; 2025Q1: 2,458,500 shares; 2025Q2: 2,919,439 shares; 2025Q3: 2,914,133 shares; 2025Q4: 2,885,628 shares; 2026Q1: 2,888,694 shares 2,888,694 $504M 1.31% +3,066 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: 14,921,731 shares; 2024Q4: 13,893,012 shares; 2025Q1: 13,295,673 shares; 2025Q2: 6,029,717 shares; 2025Q3: 5,871,070 shares; 2025Q4: 5,520,278 shares; 2026Q1: 5,404,160 shares 5,404,160 $476M 1.24% -116,118 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: 1,535,895 shares; 2024Q4: 1,566,136 shares; 2025Q1: 1,570,327 shares; 2025Q2: 1,909,346 shares; 2025Q3: 1,928,546 shares; 2025Q4: 1,949,994 shares; 2026Q1: 2,128,797 shares 2,128,797 $443M 1.15% +178,803 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,185,100 shares; 2024Q4: 6,591,512 shares; 2025Q1: 7,047,977 shares; 2025Q2: 7,343,917 shares; 2025Q3: 7,701,370 shares; 2025Q4: 8,168,332 shares; 2026Q1: 8,769,158 shares 8,769,158 $421M 1.09% +600,826 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663,173 shares; 2024Q4: 1,669,130 shares; 2025Q1: 1,553,459 shares; 2025Q2: 1,599,221 shares; 2025Q3: 1,561,820 shares; 2025Q4: 1,656,574 shares; 2026Q1: 1,301,303 shares 1,301,303 $417M 1.08% -355,271 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: 870,103 shares; 2024Q4: 887,052 shares; 2025Q1: 897,145 shares; 2025Q2: 937,068 shares; 2025Q3: 943,282 shares; 2025Q4: 935,599 shares; 2026Q1: 1,120,799 shares 1,120,799 $415M 1.08% +185,200 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: 2,029,300 shares; 2024Q4: 2,059,130 shares; 2025Q1: 2,072,754 shares; 2025Q2: 2,179,036 shares; 2025Q3: 2,171,647 shares; 2025Q4: 2,010,266 shares; 2026Q1: 1,428,163 shares 1,428,163 $410M 1.06% -582,103 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: 2,966,753 shares; 2024Q4: 2,620,743 shares; 2025Q1: 2,613,040 shares; 2025Q2: 2,639,475 shares; 2025Q3: 2,671,167 shares; 2025Q4: 2,646,007 shares; 2026Q1: 2,667,112 shares 2,667,112 $331M 0.86% +21,105 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: 421,381 shares; 2024Q4: 432,122 shares; 2025Q1: 439,353 shares; 2025Q2: 452,685 shares; 2025Q3: 460,417 shares; 2025Q4: 483,056 shares; 2026Q1: 559,472 shares 559,472 $320M 0.83% +76,416 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: 1,411,160 shares; 2024Q4: 1,456,882 shares; 2025Q1: 1,545,780 shares; 2025Q2: 1,628,836 shares; 2025Q3: 1,687,422 shares; 2025Q4: 1,696,176 shares; 2026Q1: 1,754,841 shares 1,754,841 $298M 0.77% +58,665 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: 478,827 shares; 2024Q4: 489,494 shares; 2025Q1: 493,795 shares; 2025Q2: 496,723 shares; 2025Q3: 508,510 shares; 2025Q4: 504,101 shares; 2026Q1: 533,470 shares 533,470 $256M 0.66% +29,369 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: 1,012,422 shares; 2024Q4: 1,017,651 shares; 2025Q1: 804,618 shares; 2025Q2: 828,122 shares; 2025Q3: 838,525 shares; 2025Q4: 840,037 shares; 2026Q1: 866,890 shares 866,890 $255M 0.66% +26,853 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: 852,574 shares; 2024Q4: 842,651 shares; 2025Q1: 569,115 shares; 2025Q2: 642,791 shares; 2025Q3: 658,850 shares; 2025Q4: 649,122 shares; 2026Q1: 661,557 shares 661,557 $246M 0.64% +12,435 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: 139,274 shares; 2024Q4: 193,486 shares; 2025Q1: 212,519 shares; 2025Q2: 225,934 shares; 2025Q3: 245,596 shares; 2025Q4: 249,601 shares; 2026Q1: 259,772 shares 259,772 $239M 0.62% +10,171 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: 5,677,572 shares; 2024Q4: 5,737,712 shares; 2025Q1: 5,703,199 shares; 2025Q2: 5,581,197 shares; 2025Q3: 5,519,640 shares; 2025Q4: 6,376,748 shares; 2026Q1: 5,223,149 shares 5,223,149 $237M 0.62% -1,153,599 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: 834,877 shares; 2024Q4: 731,257 shares; 2025Q1: 844,166 shares; 2025Q2: 876,818 shares; 2025Q3: 895,199 shares; 2025Q4: 889,379 shares; 2026Q1: 897,518 shares 897,518 $219M 0.57% +8,139 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: 419,029 shares; 2024Q4: 425,948 shares; 2025Q1: 361,958 shares; 2025Q2: 368,495 shares; 2025Q3: 374,588 shares; 2025Q4: 375,188 shares; 2026Q1: 404,083 shares 404,083 $202M 0.52% +28,895 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: 1,781,999 shares; 2024Q4: 1,823,327 shares; 2025Q1: 1,922,812 shares; 2025Q2: 1,999,765 shares; 2025Q3: 2,053,905 shares; 2025Q4: 2,067,761 shares; 2026Q1: 2,108,480 shares 2,108,480 $196M 0.51% +40,719 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: 168,641 shares; 2024Q4: 176,765 shares; 2025Q1: 176,713 shares; 2025Q2: 178,481 shares; 2025Q3: 181,605 shares; 2025Q4: 179,960 shares; 2026Q1: 189,531 shares 189,531 $189M 0.49% +9,571 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: 696,029 shares; 2024Q4: 723,003 shares; 2025Q1: 747,825 shares; 2025Q2: 795,415 shares; 2025Q3: 819,939 shares; 2025Q4: 830,060 shares; 2026Q1: 873,185 shares 873,185 $181M 0.47% +43,125 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: 1,124,889 shares; 2024Q4: 1,158,815 shares; 2025Q1: 1,196,214 shares; 2025Q2: 1,254,496 shares; 2025Q3: 1,284,436 shares; 2025Q4: 1,295,190 shares; 2026Q1: 1,358,766 shares 1,358,766 $178M 0.46% +63,576 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: 216,350 shares; 2024Q4: 216,981 shares; 2025Q1: 196,682 shares; 2025Q2: 147,582 shares; 2025Q3: 148,803 shares; 2025Q4: 1,490,223 shares; 2026Q1: 1,841,822 shares 1,841,822 $177M 0.46% +351,599 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: 172,304 shares; 2024Q4: 178,514 shares; 2025Q1: 248,732 shares; 2025Q2: 271,618 shares; 2025Q3: 282,140 shares; 2025Q4: 198,633 shares; 2026Q1: 339,982 shares 339,982 $169M 0.44% +141,349 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: 565,477 shares; 2024Q4: 577,125 shares; 2025Q1: 584,920 shares; 2025Q2: 595,617 shares; 2025Q3: 603,902 shares; 2025Q4: 602,671 shares; 2026Q1: 623,655 shares 623,655 $166M 0.43% +20,984 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: 4,029,978 shares; 2024Q4: 3,852,683 shares; 2025Q1: 4,419,125 shares; 2025Q2: 4,848,235 shares; 2025Q3: 5,035,341 shares; 2025Q4: 5,143,619 shares; 2026Q1: 5,626,122 shares 5,626,122 $158M 0.41% +482,503 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: 513,334 shares; 2024Q4: 501,752 shares; 2025Q1: 492,575 shares; 2025Q2: 478,858 shares; 2025Q3: 466,953 shares; 2025Q4: 307,337 shares; 2026Q1: 442,559 shares 442,559 $158M 0.41% +135,222 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: 9,995 shares; 2024Q4: 10,178 shares; 2025Q1: 9,429 shares; 2025Q2: 94,513 shares; 2025Q3: 160,574 shares; 2025Q4: 114,862 shares; 2026Q1: 2,059,639 shares 2,059,639 $158M 0.41% +1,944,777 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: 1,786,315 shares; 2024Q4: 1,813,920 shares; 2025Q1: 1,862,732 shares; 2025Q2: 1,847,395 shares; 2025Q3: 1,831,564 shares; 2025Q4: 1,464,590 shares; 2026Q1: 1,455,249 shares 1,455,249 $158M 0.41% -9,341 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: 1,126,243 shares; 2024Q4: 851,765 shares; 2025Q1: 869,676 shares; 2025Q2: 914,327 shares; 2025Q3: 941,503 shares; 2025Q4: 895,554 shares; 2026Q1: 1,062,532 shares 1,062,532 $153M 0.4% +166,978 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: 1,366,058 shares; 2024Q4: 1,401,664 shares; 2025Q1: 1,439,072 shares; 2025Q2: 1,471,380 shares; 2025Q3: 1,502,015 shares; 2025Q4: 1,460,599 shares; 2026Q1: 1,583,291 shares 1,583,291 $153M 0.4% +122,692 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: 495,931 shares; 2024Q4: 508,846 shares; 2025Q1: 544,667 shares; 2025Q2: 577,850 shares; 2025Q3: 592,301 shares; 2025Q4: 578,329 shares; 2026Q1: 598,838 shares 598,838 $148M 0.38% +20,509 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: 1,317,909 shares; 2024Q4: 1,359,735 shares; 2025Q1: 1,374,619 shares; 2025Q2: 1,432,041 shares; 2025Q3: 1,449,382 shares; 2025Q4: 1,439,260 shares; 2026Q1: 1,528,842 shares 1,528,842 $147M 0.38% +89,582 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: 361,475 shares; 2024Q4: 370,315 shares; 2025Q1: 387,774 shares; 2025Q2: 400,651 shares; 2025Q3: 406,985 shares; 2025Q4: 399,888 shares; 2026Q1: 397,394 shares 397,394 $137M 0.36% -2,494 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: 243,657 shares; 2024Q4: 341,753 shares; 2025Q1: 375,864 shares; 2025Q2: 433,451 shares; 2025Q3: 436,333 shares; 2025Q4: 437,423 shares; 2026Q1: 442,412 shares 442,412 $137M 0.36% +4,989 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,071,176 shares; 2024Q4: 2,110,969 shares; 2025Q1: 2,120,493 shares; 2025Q2: 2,189,170 shares; 2025Q3: 2,220,398 shares; 2025Q4: 2,159,624 shares; 2026Q1: 2,234,731 shares 2,234,731 $136M 0.35% +75,107 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: 332,921 shares; 2024Q4: 319,045 shares; 2025Q1: 323,414 shares; 2025Q2: 340,268 shares; 2025Q3: 349,119 shares; 2025Q4: 388,741 shares; 2026Q1: 380,889 shares 380,889 $125M 0.33% -7,852 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 2,002 shares; 2025Q1: 1,489 shares; 2025Q2: 2,267 shares; 2025Q3: 2,730 shares; 2025Q4: 2,427 shares; 2026Q1: 650,682 shares 650,682 $125M 0.32% +648,255 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138,455 shares; 2024Q4: 1,215,242 shares; 2025Q1: 1,456,637 shares; 2025Q2: 1,590,341 shares; 2025Q3: 1,630,009 shares; 2025Q4: 1,652,881 shares; 2026Q1: 1,705,726 shares 1,705,726 $124M 0.32% +52,845 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: 4,542,925 shares; 2024Q4: 4,596,512 shares; 2025Q1: 4,033,084 shares; 2025Q2: 4,068,157 shares; 2025Q3: 4,115,666 shares; 2025Q4: 4,093,291 shares; 2026Q1: 4,270,141 shares 4,270,141 $124M 0.32% +176,850 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: 253,620 shares; 2024Q4: 255,388 shares; 2025Q1: 256,441 shares; 2025Q2: 265,734 shares; 2025Q3: 267,696 shares; 2025Q4: 252,716 shares; 2026Q1: 171,890 shares 171,890 $122M 0.32% -80,826 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: 420,345 shares; 2024Q4: 303,466 shares; 2025Q1: 314,529 shares; 2025Q2: 324,480 shares; 2025Q3: 332,548 shares; 2025Q4: 333,071 shares; 2026Q1: 342,412 shares 342,412 $120M 0.31% +9,341 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: 235,841 shares; 2024Q4: 235,907 shares; 2025Q1: 251,890 shares; 2025Q2: 348,953 shares; 2025Q3: 355,915 shares; 2025Q4: 388,672 shares; 2026Q1: 442,159 shares 442,159 $120M 0.31% +53,487 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044,270 shares; 2024Q4: 1,071,091 shares; 2025Q1: 1,080,710 shares; 2025Q2: 1,145,533 shares; 2025Q3: 1,176,217 shares; 2025Q4: 1,184,185 shares; 2026Q1: 1,221,072 shares 1,221,072 $119M 0.31% +36,887 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: 553,751 shares; 2024Q4: 483,390 shares; 2025Q1: 489,849 shares; 2025Q2: 498,142 shares; 2025Q3: 505,133 shares; 2025Q4: 506,364 shares; 2026Q1: 524,883 shares 524,883 $119M 0.31% +18,519 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004,060 shares; 2024Q4: 773,068 shares; 2025Q1: 904,224 shares; 2025Q2: 979,877 shares; 2025Q3: 1,005,640 shares; 2025Q4: 987,170 shares; 2026Q1: 682,807 shares 682,807 $117M 0.3% -304,363 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: 522,074 shares; 2024Q4: 490,255 shares; 2025Q1: 587,047 shares; 2025Q2: 645,638 shares; 2025Q3: 664,730 shares; 2025Q4: 672,853 shares; 2026Q1: 688,836 shares 688,836 $116M 0.3% +15,983 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: 551,932 shares; 2024Q4: 427,511 shares; 2025Q1: 705,778 shares; 2025Q2: 749,619 shares; 2025Q3: 777,353 shares; 2025Q4: 809,028 shares; 2026Q1: 882,296 shares 882,296 $116M 0.3% +73,268 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: 2,890 shares; 2024Q4: 3,119 shares; 2025Q1: 4,220 shares; 2025Q2: 2,956 shares; 2025Q3: 3,450 shares; 2025Q4: 139,742 shares; 2026Q1: 404,936 shares 404,936 $115M 0.3% +265,194 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: 436,629 shares; 2024Q4: 446,426 shares; 2025Q1: 453,452 shares; 2025Q2: 462,820 shares; 2025Q3: 472,873 shares; 2025Q4: 474,864 shares; 2026Q1: 495,981 shares 495,981 $114M 0.3% +21,117 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: 740,654 shares; 2024Q4: 771,541 shares; 2025Q1: 798,194 shares; 2025Q2: 824,135 shares; 2025Q3: 841,751 shares; 2025Q4: 822,497 shares; 2026Q1: 867,624 shares 867,624 $114M 0.3% +45,127 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: 804,971 shares; 2024Q4: 821,821 shares; 2025Q1: 971,981 shares; 2025Q2: 1,154,579 shares; 2025Q3: 1,081,228 shares; 2025Q4: 1,114,786 shares; 2026Q1: 1,147,635 shares 1,147,635 $113M 0.29% +32,849 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: 423,419 shares; 2024Q4: 433,983 shares; 2025Q1: 443,797 shares; 2025Q2: 465,599 shares; 2025Q3: 393,188 shares; 2025Q4: 309,201 shares; 2026Q1: 388,184 shares 388,184 $113M 0.29% +78,983 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: 435,244 shares; 2024Q4: 447,659 shares; 2025Q1: 474,043 shares; 2025Q2: 496,433 shares; 2025Q3: 504,268 shares; 2025Q4: 482,607 shares; 2026Q1: 514,594 shares 514,594 $112M 0.29% +31,987 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: 1,333,250 shares; 2024Q4: 1,372,978 shares; 2025Q1: 1,391,632 shares; 2025Q2: 1,469,136 shares; 2025Q3: 1,208,880 shares; 2025Q4: 1,181,330 shares; 2026Q1: 1,235,589 shares 1,235,589 $111M 0.29% +54,259 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: 2,273,074 shares; 2024Q4: 2,058,512 shares; 2025Q1: 2,060,380 shares; 2025Q2: 2,075,782 shares; 2025Q3: 2,103,604 shares; 2025Q4: 2,111,625 shares; 2026Q1: 2,155,883 shares 2,155,883 $108M 0.28% +44,258 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705,719 shares; 2024Q4: 741,484 shares; 2025Q1: 778,118 shares; 2025Q2: 866,575 shares; 2025Q3: 886,771 shares; 2025Q4: 872,359 shares; 2026Q1: 599,454 shares 599,454 $108M 0.28% -272,905 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659,747 shares; 2024Q4: 760,423 shares; 2025Q1: 821,288 shares; 2025Q2: 928,410 shares; 2025Q3: 941,585 shares; 2025Q4: 919,973 shares; 2026Q1: 967,149 shares 967,149 $106M 0.27% +47,176 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: 1,184,902 shares; 2024Q4: 1,262,180 shares; 2025Q1: 1,340,090 shares; 2025Q2: 1,380,946 shares; 2025Q3: 1,412,483 shares; 2025Q4: 1,374,643 shares; 2026Q1: 1,438,185 shares 1,438,185 $104M 0.27% +63,542 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: 1,212,575 shares; 2024Q4: 1,261,757 shares; 2025Q1: 1,558,982 shares; 2025Q2: 2,028,258 shares; 2025Q3: 2,228,280 shares; 2025Q4: 2,321,975 shares; 2026Q1: 2,466,005 shares 2,466,005 $103M 0.27% +144,030 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: 2,302,217 shares; 2024Q4: 2,372,756 shares; 2025Q1: 2,433,328 shares; 2025Q2: 2,492,080 shares; 2025Q3: 2,544,527 shares; 2025Q4: 2,509,179 shares; 2026Q1: 2,663,033 shares 2,663,033 $102M 0.26% +153,854 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: 335,405 shares; 2024Q4: 346,144 shares; 2025Q1: 356,932 shares; 2025Q2: 370,631 shares; 2025Q3: 380,207 shares; 2025Q4: 384,129 shares; 2026Q1: 386,628 shares 386,628 $101M 0.26% +2,499 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: 1,106,778 shares; 2024Q4: 1,144,608 shares; 2025Q1: 1,186,168 shares; 2025Q2: 1,217,613 shares; 2025Q3: 1,251,324 shares; 2025Q4: 1,237,036 shares; 2026Q1: 1,314,924 shares 1,314,924 $100M 0.26% +77,888 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 181,028 shares; 2025Q1: 205,287 shares; 2025Q2: 323,224 shares; 2025Q3: 331,036 shares; 2025Q4: 334,074 shares; 2026Q1: 355,053 shares 355,053 $99.1M 0.26% +20,979 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: 9,782 shares; 2024Q4: 549,622 shares; 2025Q1: 1,422,643 shares; 2025Q2: 1,488,821 shares; 2025Q3: 1,526,581 shares; 2025Q4: 1,579,966 shares; 2026Q1: 1,680,521 shares 1,680,521 $98.8M 0.26% +100,555 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: 3,589,752 shares; 2024Q4: 2,173,119 shares; 2025Q1: 1,964,101 shares; 2025Q2: 1,988,257 shares; 2025Q3: 2,001,816 shares; 2025Q4: 1,966,610 shares; 2026Q1: 2,003,620 shares 2,003,620 $97.7M 0.25% +37,010 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: 907,849 shares; 2024Q4: 917,214 shares; 2025Q1: 916,083 shares; 2025Q2: 918,333 shares; 2025Q3: 927,566 shares; 2025Q4: 907,992 shares; 2026Q1: 948,125 shares 948,125 $97.3M 0.25% +40,133 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: 3,808,896 shares; 2024Q4: 3,790,643 shares; 2025Q1: 2,753,144 shares; 2025Q2: 2,776,082 shares; 2025Q3: 2,795,971 shares; 2025Q4: 2,724,901 shares; 2026Q1: 2,843,227 shares 2,843,227 $95.3M 0.25% +118,326 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: 1,906,515 shares; 2024Q4: 1,947,986 shares; 2025Q1: 2,104,750 shares; 2025Q2: 2,293,159 shares; 2025Q3: 2,280,004 shares; 2025Q4: 2,277,047 shares; 2026Q1: 3,227,699 shares 3,227,699 $92.7M 0.24% +950,652 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,658 shares; 2024Q4: 322,925 shares; 2025Q1: 332,556 shares; 2025Q2: 278,364 shares; 2025Q3: 281,439 shares; 2025Q4: 268,982 shares; 2026Q1: 288,542 shares 288,542 $92.5M 0.24% +19,560 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: 5,968 shares; 2024Q4: 6,406 shares; 2025Q1: 6,443 shares; 2025Q2: 5,242 shares; 2025Q3: 440,061 shares; 2025Q4: 437,530 shares; 2026Q1: 474,786 shares 474,786 $91.6M 0.24% +37,256 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973,357 shares; 2024Q4: 873,164 shares; 2025Q1: 878,290 shares; 2025Q2: 848,621 shares; 2025Q3: 862,418 shares; 2025Q4: 862,517 shares; 2026Q1: 887,609 shares 887,609 $89.4M 0.23% +25,092 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: 1,176,232 shares; 2024Q4: 1,102,760 shares; 2025Q1: 1,153,566 shares; 2025Q2: 1,248,537 shares; 2025Q3: 1,249,266 shares; 2025Q4: 1,242,854 shares; 2026Q1: 1,276,081 shares 1,276,081 $88.4M 0.23% +33,227 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: 378,902 shares; 2024Q4: 377,719 shares; 2025Q1: 428,847 shares; 2025Q2: 467,596 shares; 2025Q3: 467,028 shares; 2025Q4: 498,616 shares; 2026Q1: 568,018 shares 568,018 $88.2M 0.23% +69,402 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: 1,147,525 shares; 2024Q4: 1,192,964 shares; 2025Q1: 1,227,231 shares; 2025Q2: 1,260,977 shares; 2025Q3: 1,055,614 shares; 2025Q4: 1,014,134 shares; 2026Q1: 1,068,450 shares 1,068,450 $87.5M 0.23% +54,316 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: 2,645 shares; 2024Q4: 241,714 shares; 2025Q1: 271,856 shares; 2025Q2: 294,627 shares; 2025Q3: 304,616 shares; 2025Q4: 347,788 shares; 2026Q1: 438,969 shares 438,969 $87M 0.23% +91,181 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: 398,680 shares; 2024Q4: 348,080 shares; 2025Q1: 363,257 shares; 2025Q2: 647,497 shares; 2025Q3: 653,966 shares; 2025Q4: 680,534 shares; 2026Q1: 711,963 shares 711,963 $86.3M 0.22% +31,429 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: 162,255 shares; 2024Q4: 265,783 shares; 2025Q1: 292,541 shares; 2025Q2: 309,419 shares; 2025Q3: 321,430 shares; 2025Q4: 285,815 shares; 2026Q1: 403,831 shares 403,831 $84.8M 0.22% +118,016 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: 254,778 shares; 2024Q4: 250,375 shares; 2025Q1: 152,285 shares; 2025Q2: 151,630 shares; 2025Q3: 150,419 shares; 2025Q4: 140,916 shares; 2026Q1: 99,209 shares 99,209 $83.9M 0.22% -41,707 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008,224 shares; 2024Q4: 1,022,383 shares; 2025Q1: 1,018,608 shares; 2025Q2: 1,026,401 shares; 2025Q3: 1,000,857 shares; 2025Q4: 966,752 shares; 2026Q1: 1,020,338 shares 1,020,338 $83.4M 0.22% +53,586 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,128 shares; 2024Q4: 39,894 shares; 2025Q1: 40,313 shares; 2025Q2: 162,563 shares; 2025Q3: 197,755 shares; 2025Q4: 250,372 shares; 2026Q1: 301,236 shares 301,236 $82M 0.21% +50,864 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: 1,012,504 shares; 2024Q4: 1,054,448 shares; 2025Q1: 1,099,718 shares; 2025Q2: 1,144,969 shares; 2025Q3: 1,109,581 shares; 2025Q4: 1,105,654 shares; 2026Q1: 1,129,566 shares 1,129,566 $80.6M 0.21% +23,912 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,249 shares; 2024Q4: 317,900 shares; 2025Q1: 340,823 shares; 2025Q2: 348,715 shares; 2025Q3: 348,037 shares; 2025Q4: 387,117 shares; 2026Q1: 343,740 shares 343,740 $77.5M 0.2% -43,377 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,486 shares; 2024Q4: 65,461 shares; 2025Q1: 74,093 shares; 2025Q2: 349,504 shares; 2025Q3: 430,578 shares; 2025Q4: 548,494 shares; 2026Q1: 507,612 shares 507,612 $76.2M 0.2% -40,882 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,276 shares; 2024Q4: 364,058 shares; 2025Q1: 380,900 shares; 2025Q2: 375,973 shares; 2025Q3: 372,748 shares; 2025Q4: 411,752 shares; 2026Q1: 382,530 shares 382,530 $75.8M 0.2% -29,222 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: 851,931 shares; 2024Q4: 876,531 shares; 2025Q1: 865,436 shares; 2025Q2: 881,627 shares; 2025Q3: 910,328 shares; 2025Q4: 949,193 shares; 2026Q1: 992,883 shares 992,883 $75.8M 0.2% +43,690 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 352,602 shares; 2025Q1: 431,546 shares; 2025Q2: 454,217 shares; 2025Q3: 468,653 shares; 2025Q4: 453,977 shares; 2026Q1: 524,088 shares 524,088 $75.8M 0.2% +70,111 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685,135 shares; 2024Q4: 676,926 shares; 2025Q1: 447,651 shares; 2025Q2: 1,846,846 shares; 2025Q3: 1,845,680 shares; 2025Q4: 1,765,368 shares; 2026Q1: 1,105,919 shares 1,105,919 $74.2M 0.19% -659,449 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828,820 shares; 2025Q2: 902,124 shares; 2025Q3: 939,876 shares; 2025Q4: 943,298 shares; 2026Q1: 1,014,215 shares 1,014,215 $73.8M 0.19% +70,917 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907,852 shares; 2024Q4: 1,676,720 shares; 2025Q1: 1,624,389 shares; 2025Q2: 1,765,618 shares; 2025Q3: 1,805,872 shares; 2025Q4: 2,020,173 shares; 2026Q1: 2,298,417 shares 2,298,417 $73.6M 0.19% +278,244 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: 1,585,475 shares; 2024Q4: 1,660,038 shares; 2025Q1: 1,685,205 shares; 2025Q2: 1,711,008 shares; 2025Q3: 1,741,026 shares; 2025Q4: 1,688,534 shares; 2026Q1: 1,808,639 shares 1,808,639 $72.8M 0.19% +120,105 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: 375,093 shares; 2024Q4: 367,441 shares; 2025Q1: 363,560 shares; 2025Q2: 373,095 shares; 2025Q3: 368,981 shares; 2025Q4: 364,596 shares; 2026Q1: 387,550 shares 387,550 $72.3M 0.19% +22,954 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: 755,734 shares; 2024Q4: 748,472 shares; 2025Q1: 692,883 shares; 2025Q2: 694,149 shares; 2025Q3: 682,386 shares; 2025Q4: 761,908 shares; 2026Q1: 503,648 shares 503,648 $71.2M 0.18% -258,260 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: 331,810 shares; 2024Q4: 340,605 shares; 2025Q1: 381,637 shares; 2025Q2: 404,340 shares; 2025Q3: 412,011 shares; 2025Q4: 342,905 shares; 2026Q1: 357,659 shares 357,659 $71.2M 0.18% +14,754 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: 705,878 shares; 2024Q4: 775,563 shares; 2025Q1: 915,171 shares; 2025Q2: 949,908 shares; 2025Q3: 962,704 shares; 2025Q4: 832,022 shares; 2026Q1: 866,719 shares 866,719 $69.4M 0.18% +34,697 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995,950 shares; 2024Q4: 1,016,079 shares; 2025Q1: 1,038,964 shares; 2025Q2: 1,101,574 shares; 2025Q3: 1,135,051 shares; 2025Q4: 1,138,845 shares; 2026Q1: 1,132,189 shares 1,132,189 $68.4M 0.18% -6,656 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064,079 shares; 2024Q4: 1,881,959 shares; 2025Q1: 1,954,312 shares; 2025Q2: 2,023,642 shares; 2025Q3: 2,064,381 shares; 2025Q4: 2,095,012 shares; 2026Q1: 2,215,603 shares 2,215,603 $68M 0.18% +120,591 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: 252,810 shares; 2024Q4: 254,857 shares; 2025Q1: 254,452 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,221 shares; 2026Q1: 1,014,837 shares 1,014,837 $62.7M 0.16% +1,009,616 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,030,416 shares; 2024Q4: 2,037,187 shares; 2025Q1: 2,248,858 shares; 2025Q2: 2,429,436 shares; 2025Q3: 2,460,699 shares; 2025Q4: 2,365,177 shares; 2026Q1: 2,583,527 shares 2,583,527 $58.1M 0.15% +218,350 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: 788 shares; 2024Q4: 233,004 shares; 2025Q1: 239,143 shares; 2025Q2: 250,938 shares; 2025Q3: 259,901 shares; 2025Q4: 228,402 shares; 2026Q1: 303,338 shares 303,338 $57.6M 0.15% +74,936 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316,454 shares; 2025Q4: 330,776 shares; 2026Q1: 377,941 shares 377,941 $56.8M 0.15% +47,165 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: 951,504 shares; 2024Q4: 977,577 shares; 2025Q1: 1,009,520 shares; 2025Q2: 1,018,228 shares; 2025Q3: 1,023,639 shares; 2025Q4: 1,074,432 shares; 2026Q1: 1,197,483 shares 1,197,483 $54.8M 0.14% +123,051 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: 1,307 shares; 2024Q4: 1,991 shares; 2025Q1: 146,255 shares; 2025Q2: 152,083 shares; 2025Q3: 156,452 shares; 2025Q4: 99,218 shares; 2026Q1: 164,901 shares 164,901 $54.2M 0.14% +65,683 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,811 shares; 2024Q4: 198,950 shares; 2025Q1: 222,372 shares; 2025Q2: 219,502 shares; 2025Q3: 219,618 shares; 2025Q4: 248,025 shares; 2026Q1: 240,152 shares 240,152 $53.9M 0.14% -7,873 Timeline BGRN 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: 954,740 shares; 2024Q4: 1,001,894 shares; 2025Q1: 1,050,426 shares; 2025Q2: 1,062,274 shares; 2025Q3: 1,076,725 shares; 2025Q4: 1,270,352 shares; 2026Q1: 1,100,975 shares 1,100,975 $52.3M 0.14% -169,377 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226,988 shares; 2025Q1: 264,834 shares; 2025Q2: 275,650 shares; 2025Q3: 280,621 shares; 2025Q4: 283,252 shares; 2026Q1: 270,561 shares 270,561 $47.5M 0.12% -12,691 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: 4,332 shares; 2024Q4: 4,509 shares; 2025Q1: 4,099 shares; 2025Q2: 3,936 shares; 2025Q3: 325,249 shares; 2025Q4: 377,197 shares; 2026Q1: 486,548 shares 486,548 $46.9M 0.12% +109,351 Timeline VDE 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: 191,923 shares; 2024Q4: 197,841 shares; 2025Q1: 226,060 shares; 2025Q2: 243,129 shares; 2025Q3: 244,794 shares; 2025Q4: 272,021 shares; 2026Q1: 252,500 shares 252,500 $43.7M 0.11% -19,521 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: 294,969 shares; 2024Q4: 293,764 shares; 2025Q1: 266,937 shares; 2025Q2: 264,306 shares; 2025Q3: 258,114 shares; 2025Q4: 277,834 shares; 2026Q1: 239,298 shares 239,298 $43M 0.11% -38,536 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: 828,181 shares; 2024Q4: 760,902 shares; 2025Q1: 741,402 shares; 2025Q2: 816,183 shares; 2025Q3: 834,717 shares; 2025Q4: 774,414 shares; 2026Q1: 808,972 shares 808,972 $42.7M 0.11% +34,558 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 607,883 shares; 2025Q4: 865,283 shares; 2026Q1: 1,669,141 shares 1,669,141 $36.1M 0.09% +803,858 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: not reported; 2024Q4: not reported; 2025Q1: 299,832 shares; 2025Q2: 456,013 shares; 2025Q3: 468,739 shares; 2025Q4: 458,124 shares; 2026Q1: 359,403 shares 359,403 $33.2M 0.09% -98,721 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,741 shares; 2024Q4: 300,339 shares; 2025Q1: 247,860 shares; 2025Q2: 252,838 shares; 2025Q3: 254,004 shares; 2025Q4: 246,986 shares; 2026Q1: 253,689 shares 253,689 $30.4M 0.08% +6,703 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,989 shares; 2025Q4: 2,088 shares; 2026Q1: 385,931 shares 385,931 $26.7M 0.07% +383,843 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241,853 shares; 2025Q3: 252,599 shares; 2025Q4: 252,980 shares; 2026Q1: 176,892 shares 176,892 $26.7M 0.07% -76,088 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,680 shares; 2024Q4: 202,266 shares; 2025Q1: 215,327 shares; 2025Q2: 224,070 shares; 2025Q3: 227,973 shares; 2025Q4: 223,788 shares; 2026Q1: 230,562 shares 230,562 $25.8M 0.07% +6,774 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: 97,437 shares; 2024Q4: 94,995 shares; 2025Q1: 91,710 shares; 2025Q2: 91,196 shares; 2025Q3: 92,190 shares; 2025Q4: 84,841 shares; 2026Q1: 89,297 shares 89,297 $25.7M 0.07% +4,456 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: 156,009 shares; 2024Q4: 154,294 shares; 2025Q1: 149,855 shares; 2025Q2: 146,127 shares; 2025Q3: 145,079 shares; 2025Q4: 168,520 shares; 2026Q1: 141,207 shares 141,207 $22.6M 0.06% -27,313 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,427 shares; 2024Q4: 115,868 shares; 2025Q1: 119,057 shares; 2025Q2: 121,997 shares; 2025Q3: 123,843 shares; 2025Q4: 123,987 shares; 2026Q1: 129,177 shares 129,177 $21.9M 0.06% +5,190 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: 139,225 shares; 2024Q4: 140,512 shares; 2025Q1: 155,854 shares; 2025Q2: 166,897 shares; 2025Q3: 167,273 shares; 2025Q4: 198,911 shares; 2026Q1: 168,610 shares 168,610 $20.3M 0.05% -30,301 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: 307,963 shares; 2024Q4: 305,321 shares; 2025Q1: 291,540 shares; 2025Q2: 278,820 shares; 2025Q3: 274,709 shares; 2025Q4: 297,847 shares; 2026Q1: 243,932 shares 243,932 $18.3M 0.05% -53,915 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: 138,387 shares; 2024Q4: 121,085 shares; 2025Q1: 118,586 shares; 2025Q2: 77,207 shares; 2025Q3: 76,756 shares; 2025Q4: 19,124 shares; 2026Q1: 72,681 shares 72,681 $17.2M 0.04% +53,557 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,258 shares; 2025Q1: 27,246 shares; 2025Q2: 40,938 shares; 2025Q3: 41,965 shares; 2025Q4: 47,189 shares; 2026Q1: 47,216 shares 47,216 $17M 0.04% +27 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: 193,244 shares; 2024Q4: 193,380 shares; 2025Q1: 161,557 shares; 2025Q2: 135,855 shares; 2025Q3: 137,663 shares; 2025Q4: 107,656 shares; 2026Q1: 113,011 shares 113,011 $16.1M 0.04% +5,355 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: 35,924 shares; 2024Q4: 29,973 shares; 2025Q1: 28,714 shares; 2025Q2: 28,193 shares; 2025Q3: 28,066 shares; 2025Q4: 32,041 shares; 2026Q1: 28,316 shares 28,316 $16M 0.04% -3,725 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: 4,981 shares; 2024Q4: 5,366 shares; 2025Q1: 5,180 shares; 2025Q2: 4,148 shares; 2025Q3: 4,011 shares; 2025Q4: 4,583 shares; 2026Q1: 3,678 shares 3,678 $15.5M 0.04% -905 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: 173,348 shares; 2024Q4: 171,327 shares; 2025Q1: 166,298 shares; 2025Q2: 162,660 shares; 2025Q3: 160,826 shares; 2025Q4: 191,226 shares; 2026Q1: 163,843 shares 163,843 $15.4M 0.04% -27,383 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: 60,586 shares; 2024Q4: 60,539 shares; 2025Q1: 58,706 shares; 2025Q2: 59,632 shares; 2025Q3: 45,850 shares; 2025Q4: 54,245 shares; 2026Q1: 44,277 shares 44,277 $14.5M 0.04% -9,968 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: 24,318 shares; 2024Q4: 24,617 shares; 2025Q1: 22,941 shares; 2025Q2: 22,077 shares; 2025Q3: 22,099 shares; 2025Q4: 24,043 shares; 2026Q1: 21,575 shares 21,575 $14M 0.04% -2,468 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: 24,456 shares; 2024Q4: 24,781 shares; 2025Q1: 26,133 shares; 2025Q2: 26,164 shares; 2025Q3: 26,102 shares; 2025Q4: 27,619 shares; 2026Q1: 20,842 shares 20,842 $13.6M 0.04% -6,777 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: 314,116 shares; 2024Q4: 355,174 shares; 2025Q1: 343,887 shares; 2025Q2: 332,078 shares; 2025Q3: 333,292 shares; 2025Q4: 234,130 shares; 2026Q1: 267,565 shares 267,565 $13.3M 0.03% +33,435 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: 362,450 shares; 2024Q4: 364,841 shares; 2025Q1: 340,178 shares; 2025Q2: 315,956 shares; 2025Q3: 321,243 shares; 2025Q4: 250,192 shares; 2026Q1: 207,570 shares 207,570 $13.3M 0.03% -42,622 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: 22,016 shares; 2024Q4: 18,274 shares; 2025Q1: 27,000 shares; 2025Q2: 24,121 shares; 2025Q3: 24,233 shares; 2025Q4: 24,934 shares; 2026Q1: 21,276 shares 21,276 $12.9M 0.03% -3,658 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: 75,275 shares; 2024Q4: 75,314 shares; 2025Q1: 81,214 shares; 2025Q2: 83,385 shares; 2025Q3: 82,327 shares; 2025Q4: 90,301 shares; 2026Q1: 40,792 shares 40,792 $12.7M 0.03% -49,509 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: 172,892 shares; 2024Q4: 170,317 shares; 2025Q1: 164,370 shares; 2025Q2: 162,161 shares; 2025Q3: 160,219 shares; 2025Q4: 181,929 shares; 2026Q1: 110,369 shares 110,369 $12.5M 0.03% -71,560 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 15,920 shares; 2025Q4: 12,014 shares; 2026Q1: 14,222 shares 14,222 $12.4M 0.03% +2,208 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,744 shares; 2024Q4: 166,995 shares; 2025Q1: 166,029 shares; 2025Q2: 164,787 shares; 2025Q3: 163,873 shares; 2025Q4: 190,455 shares; 2026Q1: 166,290 shares 166,290 $12M 0.03% -24,165 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: 173,798 shares; 2024Q4: 163,309 shares; 2025Q1: 161,918 shares; 2025Q2: 163,007 shares; 2025Q3: 144,769 shares; 2025Q4: 163,204 shares; 2026Q1: 138,840 shares 138,840 $11.8M 0.03% -24,364 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,819 shares; 2024Q4: 80,540 shares; 2025Q1: 82,909 shares; 2025Q2: 83,614 shares; 2025Q3: 83,612 shares; 2025Q4: 98,394 shares; 2026Q1: 82,398 shares 82,398 $11.8M 0.03% -15,996 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: 145,015 shares; 2024Q4: 147,016 shares; 2025Q1: 147,265 shares; 2025Q2: 146,407 shares; 2025Q3: 147,400 shares; 2025Q4: 172,129 shares; 2026Q1: 148,218 shares 148,218 $11.8M 0.03% -23,911 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: 102,914 shares; 2024Q4: 102,896 shares; 2025Q1: 102,454 shares; 2025Q2: 101,563 shares; 2025Q3: 102,332 shares; 2025Q4: 121,198 shares; 2026Q1: 103,738 shares 103,738 $11.7M 0.03% -17,460 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: 48,517 shares; 2024Q4: 48,862 shares; 2025Q1: 39,453 shares; 2025Q2: 38,859 shares; 2025Q3: 38,630 shares; 2025Q4: 44,814 shares; 2026Q1: 38,365 shares 38,365 $11.7M 0.03% -6,449 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,048 shares; 2024Q4: 4,892,270 shares; 2025Q1: 581,974 shares; 2025Q2: 506,851 shares; 2025Q3: 477,901 shares; 2025Q4: 589,515 shares; 2026Q1: 450,978 shares 450,978 $11.3M 0.03% -138,537 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: 5,533 shares; 2024Q4: 5,839 shares; 2025Q1: 157,795 shares; 2025Q2: 163,865 shares; 2025Q3: 140,036 shares; 2025Q4: 160,207 shares; 2026Q1: 139,606 shares 139,606 $11.3M 0.03% -20,601 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: 17,534 shares; 2024Q4: 17,793 shares; 2025Q1: 15,949 shares; 2025Q2: 17,012 shares; 2025Q3: 20,643 shares; 2025Q4: 19,990 shares; 2026Q1: 19,132 shares 19,132 $11M 0.03% -858 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: 17,119 shares; 2024Q4: 16,309 shares; 2025Q1: 15,686 shares; 2025Q2: 14,031 shares; 2025Q3: 14,946 shares; 2025Q4: 18,778 shares; 2026Q1: 17,596 shares 17,596 $10.5M 0.03% -1,182 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: 19,685 shares; 2024Q4: 17,066 shares; 2025Q1: 17,451 shares; 2025Q2: 61,261 shares; 2025Q3: 63,710 shares; 2025Q4: 71,071 shares; 2026Q1: 69,149 shares 69,149 $10.2M 0.03% -1,922 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: 84,385 shares; 2024Q4: 83,145 shares; 2025Q1: 83,759 shares; 2025Q2: 84,409 shares; 2025Q3: 82,878 shares; 2025Q4: 98,004 shares; 2026Q1: 82,348 shares 82,348 $9.84M 0.03% -15,656 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: 65,990 shares; 2024Q4: 64,959 shares; 2025Q1: 68,514 shares; 2025Q2: 68,950 shares; 2025Q3: 69,829 shares; 2025Q4: 81,812 shares; 2026Q1: 71,285 shares 71,285 $9.7M 0.03% -10,527 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: 18,684 shares; 2024Q4: 18,513 shares; 2025Q1: 18,832 shares; 2025Q2: 19,963 shares; 2025Q3: 19,562 shares; 2025Q4: 22,759 shares; 2026Q1: 19,480 shares 19,480 $9.58M 0.02% -3,279 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 856 shares; 2025Q1: 734 shares; 2025Q2: 718 shares; 2025Q3: 10,529 shares; 2025Q4: 11,880 shares; 2026Q1: 9,937 shares 9,937 $9.56M 0.02% -1,943 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: 79,608 shares; 2024Q4: 95,081 shares; 2025Q1: 83,294 shares; 2025Q2: 101,856 shares; 2025Q3: 112,434 shares; 2025Q4: 122,212 shares; 2026Q1: 116,989 shares 116,989 $9.31M 0.02% -5,223 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: 2,162 shares; 2024Q4: 56,771 shares; 2025Q1: 57,540 shares; 2025Q2: 57,407 shares; 2025Q3: 57,553 shares; 2025Q4: 66,579 shares; 2026Q1: 57,509 shares 57,509 $9.22M 0.02% -9,070 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 2,153 shares; 2025Q1: 1,992 shares; 2025Q2: 1,425 shares; 2025Q3: 1,493 shares; 2025Q4: 1,684 shares; 2026Q1: 32,699 shares 32,699 $8.9M 0.02% +31,015 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: 36,034 shares; 2024Q4: 37,944 shares; 2025Q1: 37,420 shares; 2025Q2: 38,605 shares; 2025Q3: 34,473 shares; 2025Q4: 38,984 shares; 2026Q1: 32,778 shares 32,778 $8.59M 0.02% -6,206 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: 71,634 shares; 2024Q4: 72,244 shares; 2025Q1: 70,693 shares; 2025Q2: 77,252 shares; 2025Q3: 78,728 shares; 2025Q4: 84,178 shares; 2026Q1: 79,402 shares 79,402 $8.49M 0.02% -4,776 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: 19,463 shares; 2024Q4: 19,562 shares; 2025Q1: 19,501 shares; 2025Q2: 41,843 shares; 2025Q3: 40,919 shares; 2025Q4: 54,275 shares; 2026Q1: 50,230 shares 50,230 $6.83M 0.02% -4,045 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: 130,996 shares; 2024Q4: 133,384 shares; 2025Q1: 136,740 shares; 2025Q2: 143,396 shares; 2025Q3: 129,973 shares; 2025Q4: 170,836 shares; 2026Q1: 178,511 shares 178,511 $6.64M 0.02% +7,675 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 13,959 shares; 2025Q4: 16,992 shares; 2026Q1: 16,296 shares 16,296 $6.49M 0.02% -696 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,030 shares; 2024Q4: 31,028 shares; 2025Q1: 31,034 shares; 2025Q2: 26,281 shares; 2025Q3: 26,285 shares; 2025Q4: 51,933 shares; 2026Q1: 26,289 shares 26,289 $6.43M 0.02% -25,644 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: 52,897 shares; 2024Q4: 50,817 shares; 2025Q1: 197,868 shares; 2025Q2: 58,422 shares; 2025Q3: 53,194 shares; 2025Q4: 46,641 shares; 2026Q1: 51,298 shares 51,298 $6.38M 0.02% +4,657 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,282 shares; 2025Q1: 30,689 shares; 2025Q2: 30,862 shares; 2025Q3: 29,595 shares; 2025Q4: 28,611 shares; 2026Q1: 28,483 shares 28,483 $6.09M 0.02% -128 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: 25,555 shares; 2024Q4: 25,706 shares; 2025Q1: 26,493 shares; 2025Q2: 23,227 shares; 2025Q3: 25,161 shares; 2025Q4: 32,274 shares; 2026Q1: 29,588 shares 29,588 $6.02M 0.02% -2,686 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,442 shares; 2024Q4: 8,565 shares; 2025Q1: 8,408 shares; 2025Q2: 8,256 shares; 2025Q3: 8,170 shares; 2025Q4: 7,167 shares; 2026Q1: 8,276 shares 8,276 $5.77M 0.01% +1,109 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 15,503 shares; 2025Q1: 15,364 shares; 2025Q2: 14,095 shares; 2025Q3: 13,509 shares; 2025Q4: 14,859 shares; 2026Q1: 13,001 shares 13,001 $5.68M 0.01% -1,858 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: 131,944 shares; 2024Q4: 112,033 shares; 2025Q1: 62,216 shares; 2025Q2: 57,075 shares; 2025Q3: 51,414 shares; 2025Q4: 54,759 shares; 2026Q1: 54,456 shares 54,456 $5.41M 0.01% -303 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,544,010 shares; 2025Q2: 66,389 shares; 2025Q3: 44,008 shares; 2025Q4: 1,992,565 shares; 2026Q1: 74,714 shares 74,714 $4.87M 0.01% -1,917,851 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: 18,337 shares; 2024Q4: 16,911 shares; 2025Q1: 17,036 shares; 2025Q2: 18,170 shares; 2025Q3: 19,474 shares; 2025Q4: 20,902 shares; 2026Q1: 16,008 shares 16,008 $4.84M 0.01% -4,894 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: 60,191 shares; 2024Q4: 54,647 shares; 2025Q1: 45,777 shares; 2025Q2: 48,156 shares; 2025Q3: 46,864 shares; 2025Q4: 43,347 shares; 2026Q1: 50,550 shares 50,550 $3.92M 0.01% +7,203 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: 12,997 shares; 2024Q4: 12,918 shares; 2025Q1: 11,713 shares; 2025Q2: 12,425 shares; 2025Q3: 13,273 shares; 2025Q4: 10,051 shares; 2026Q1: 12,593 shares 12,593 $3.91M 0.01% +2,542 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: 18,569 shares; 2024Q4: 18,404 shares; 2025Q1: 19,095 shares; 2025Q2: 22,661 shares; 2025Q3: 22,907 shares; 2025Q4: 25,150 shares; 2026Q1: 19,636 shares 19,636 $3.85M 0.01% -5,514 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 10,383 shares; 2025Q1: 11,120 shares; 2025Q2: 11,263 shares; 2025Q3: 12,555 shares; 2025Q4: 15,119 shares; 2026Q1: 14,429 shares 14,429 $3.85M 0.01% -690 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: 87,933 shares; 2024Q4: 88,681 shares; 2025Q1: 6,708 shares; 2025Q2: 7,560 shares; 2025Q3: 10,067 shares; 2025Q4: 13,626 shares; 2026Q1: 12,743 shares 12,743 $3.66M 0.01% -883 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: 12,726 shares; 2024Q4: 10,788 shares; 2025Q1: 32,793 shares; 2025Q2: 94,747 shares; 2025Q3: 96,808 shares; 2025Q4: 94,829 shares; 2026Q1: 55,203 shares 55,203 $3.46M 0.01% -39,626 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: 8,805 shares; 2024Q4: 9,068 shares; 2025Q1: 9,066 shares; 2025Q2: 9,066 shares; 2025Q3: 9,208 shares; 2025Q4: 9,553 shares; 2026Q1: 8,000 shares 8,000 $3.44M 0.01% -1,553 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 7,633 shares; 2025Q1: 7,130 shares; 2025Q2: 7,705 shares; 2025Q3: 7,791 shares; 2025Q4: 8,178 shares; 2026Q1: 7,519 shares 7,519 $3.21M 0.01% -659 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: 48,375 shares; 2024Q4: 44,158 shares; 2025Q1: 28,776 shares; 2025Q2: 30,547 shares; 2025Q3: 30,353 shares; 2025Q4: 33,649 shares; 2026Q1: 34,145 shares 34,145 $3.09M 0.01% +496 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: 10,017 shares; 2024Q4: 10,121 shares; 2025Q1: 10,133 shares; 2025Q2: 10,030 shares; 2025Q3: 10,156 shares; 2025Q4: 11,509 shares; 2026Q1: 10,144 shares 10,144 $3.07M 0.01% -1,365 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: 14,637 shares; 2024Q4: 16,882 shares; 2025Q1: 14,142 shares; 2025Q2: 13,196 shares; 2025Q3: 13,390 shares; 2025Q4: 16,504 shares; 2026Q1: 14,045 shares 14,045 $3.02M 0.01% -2,459 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: 7,702 shares; 2024Q4: 7,244 shares; 2025Q1: 7,956 shares; 2025Q2: 8,342 shares; 2025Q3: 8,312 shares; 2025Q4: 8,430 shares; 2026Q1: 6,897 shares 6,897 $2.98M 0.01% -1,533 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: 7,406 shares; 2024Q4: 21,205 shares; 2025Q1: 25,829 shares; 2025Q2: 42,728 shares; 2025Q3: 44,099 shares; 2025Q4: 50,709 shares; 2026Q1: 32,401 shares 32,401 $2.97M 0.01% -18,308 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: 7,561 shares; 2024Q4: 8,560 shares; 2025Q1: 8,739 shares; 2025Q2: 11,218 shares; 2025Q3: 11,074 shares; 2025Q4: 8,135 shares; 2026Q1: 11,171 shares 11,171 $2.71M 0.01% +3,036 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,382 shares; 2025Q2: 117,392 shares; 2025Q3: 61,631 shares; 2025Q4: 99,103 shares; 2026Q1: 103,797 shares 103,797 $2.66M 0.01% +4,694 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,008 shares; 2024Q4: 16,005 shares; 2025Q1: 16,265 shares; 2025Q2: 14,026 shares; 2025Q3: 14,327 shares; 2025Q4: 18,995 shares; 2026Q1: 12,734 shares 12,734 $2.62M 0.01% -6,261 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: 71,512 shares; 2024Q4: 72,852 shares; 2025Q1: 63,651 shares; 2025Q2: 57,730 shares; 2025Q3: 64,775 shares; 2025Q4: 34,152 shares; 2026Q1: 58,806 shares 58,806 $2.6M 0.01% +24,654 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: 8,176 shares; 2024Q4: 8,807 shares; 2025Q1: 8,635 shares; 2025Q2: 9,491 shares; 2025Q3: 9,727 shares; 2025Q4: 25,720 shares; 2026Q1: 19,339 shares 19,339 $2.57M 0.01% -6,381 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,066 shares; 2024Q4: 14,060 shares; 2025Q1: 14,060 shares; 2025Q2: 14,060 shares; 2025Q3: 14,105 shares; 2025Q4: 13,105 shares; 2026Q1: 14,105 shares 14,105 $2.51M 0.01% +1,000 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: 87,648 shares; 2024Q4: 89,792 shares; 2025Q1: 72,304 shares; 2025Q2: 57,860 shares; 2025Q3: 55,147 shares; 2025Q4: 50,145 shares; 2026Q1: 35,186 shares 35,186 $2.45M 0.01% -14,959 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,522,334 shares; 2024Q4: 3,961,827 shares; 2025Q1: 4,537,095 shares; 2025Q2: 4,757,212 shares; 2025Q3: 4,871,476 shares; 2025Q4: 4,760,950 shares; 2026Q1: 160,309 shares 160,309 $2.26M 0.01% -4,600,641 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: 11,285 shares; 2024Q4: 10,822 shares; 2025Q1: 11,607 shares; 2025Q2: 11,323 shares; 2025Q3: 9,445 shares; 2025Q4: 14,014 shares; 2026Q1: 15,187 shares 15,187 $2.22M 0.01% +1,173 Timeline CMF 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: 23,010 shares; 2024Q4: 25,246 shares; 2025Q1: 25,563 shares; 2025Q2: 27,495 shares; 2025Q3: 25,819 shares; 2025Q4: 37,042 shares; 2026Q1: 38,534 shares 38,534 $2.19M 0.01% +1,492 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: 32,250 shares; 2024Q4: 24,827 shares; 2025Q1: 18,547 shares; 2025Q2: 13,680 shares; 2025Q3: 18,340 shares; 2025Q4: 23,238 shares; 2026Q1: 25,933 shares 25,933 $2M 0.01% +2,695 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: 16,911 shares; 2024Q4: 16,941 shares; 2025Q1: 14,874 shares; 2025Q2: 14,770 shares; 2025Q3: 16,313 shares; 2025Q4: 25,479 shares; 2026Q1: 15,522 shares 15,522 $2M 0.01% -9,957 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: 8,631 shares; 2024Q4: 8,268 shares; 2025Q1: 8,354 shares; 2025Q2: 8,326 shares; 2025Q3: 8,313 shares; 2025Q4: not reported; 2026Q1: 8,110 shares 8,110 $1.94M 0.01% new 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: 54,123 shares; 2024Q4: 56,583 shares; 2025Q1: 51,054 shares; 2025Q2: 31,355 shares; 2025Q3: 28,285 shares; 2025Q4: 24,621 shares; 2026Q1: 27,304 shares 27,304 $1.84M <0.01% +2,683 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,730 shares; 2024Q4: 42,015 shares; 2025Q1: 47,557 shares; 2025Q2: 39,724 shares; 2025Q3: 44,385 shares; 2025Q4: 51,581 shares; 2026Q1: 45,530 shares 45,530 $1.75M <0.01% -6,051 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: 5,690 shares; 2024Q4: 5,625 shares; 2025Q1: 5,506 shares; 2025Q2: 5,962 shares; 2025Q3: 6,052 shares; 2025Q4: 6,570 shares; 2026Q1: 5,011 shares 5,011 $1.71M <0.01% -1,559 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: 15,366 shares; 2024Q4: 14,433 shares; 2025Q1: 14,281 shares; 2025Q2: 16,448 shares; 2025Q3: 15,456 shares; 2025Q4: 16,636 shares; 2026Q1: 14,197 shares 14,197 $1.68M <0.01% -2,439 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: 6,630 shares; 2024Q4: 6,511 shares; 2025Q1: 6,875 shares; 2025Q2: 5,257 shares; 2025Q3: 5,272 shares; 2025Q4: 7,897 shares; 2026Q1: 5,420 shares 5,420 $1.62M <0.01% -2,477 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,996 shares; 2025Q3: 19,001 shares; 2025Q4: 20,542 shares; 2026Q1: 18,758 shares 18,758 $1.59M <0.01% -1,784 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,800 shares; 2025Q1: 11,508 shares; 2025Q2: 11,538 shares; 2025Q3: 12,101 shares; 2025Q4: 10,704 shares; 2026Q1: 12,789 shares 12,789 $1.57M <0.01% +2,085 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,491 shares; 2025Q1: 1,333 shares; 2025Q2: 1,083 shares; 2025Q3: 1,130 shares; 2025Q4: 1,877 shares; 2026Q1: 1,039 shares 1,039 $1.53M <0.01% -838 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: 4,330 shares; 2024Q4: 4,679 shares; 2025Q1: 4,290 shares; 2025Q2: 4,295 shares; 2025Q3: 4,403 shares; 2025Q4: 3,960 shares; 2026Q1: 3,898 shares 3,898 $1.53M <0.01% -62 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: 4,646 shares; 2024Q4: 4,704 shares; 2025Q1: 4,435 shares; 2025Q2: 3,917 shares; 2025Q3: 5,407 shares; 2025Q4: 4,491 shares; 2026Q1: 4,389 shares 4,389 $1.48M <0.01% -102 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,120 shares; 2024Q4: 43,261 shares; 2025Q1: 44,345 shares; 2025Q2: 45,536 shares; 2025Q3: 43,618 shares; 2025Q4: 35,642 shares; 2026Q1: 42,453 shares 42,453 $1.4M <0.01% +6,811 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: 15,304 shares; 2024Q4: 13,024 shares; 2025Q1: 12,920 shares; 2025Q2: 12,692 shares; 2025Q3: 12,675 shares; 2025Q4: 15,828 shares; 2026Q1: 11,903 shares 11,903 $1.35M <0.01% -3,925 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: 10,344 shares; 2024Q4: 10,355 shares; 2025Q1: 16,196 shares; 2025Q2: 16,760 shares; 2025Q3: 16,691 shares; 2025Q4: 22,369 shares; 2026Q1: 16,968 shares 16,968 $1.33M <0.01% -5,401 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: 2,688 shares; 2024Q4: 2,846 shares; 2025Q1: 2,791 shares; 2025Q2: 2,909 shares; 2025Q3: 3,271 shares; 2025Q4: 906 shares; 2026Q1: 3,864 shares 3,864 $1.31M <0.01% +2,958 Timeline SCHH 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: 50,558 shares; 2024Q4: 57,670 shares; 2025Q1: 60,655 shares; 2025Q2: 62,823 shares; 2025Q3: 62,954 shares; 2025Q4: 88,937 shares; 2026Q1: 60,006 shares 60,006 $1.29M <0.01% -28,931 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: 1,070,398 shares; 2024Q4: 907,356 shares; 2025Q1: 933,187 shares; 2025Q2: 58,810 shares; 2025Q3: 34,253 shares; 2025Q4: 25,765 shares; 2026Q1: 17,844 shares 17,844 $1.28M <0.01% -7,921 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,684 shares; 2024Q4: 93,586 shares; 2025Q1: 87,437 shares; 2025Q2: 57,598 shares; 2025Q3: 96,916 shares; 2025Q4: 62,185 shares; 2026Q1: 49,733 shares 49,733 $1.28M <0.01% -12,452 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: 7,861 shares; 2024Q4: 7,545 shares; 2025Q1: 7,742 shares; 2025Q2: 6,346 shares; 2025Q3: 6,762 shares; 2025Q4: 6,798 shares; 2026Q1: 6,540 shares 6,540 $1.27M <0.01% -258 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: 354 shares; 2024Q4: 405 shares; 2025Q1: 350 shares; 2025Q2: 1,397 shares; 2025Q3: 1,451 shares; 2025Q4: 1,483 shares; 2026Q1: 1,417 shares 1,417 $1.27M <0.01% -66 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: 37,474 shares; 2024Q4: 6,612 shares; 2025Q1: 6,109 shares; 2025Q2: 5,797 shares; 2025Q3: 6,005 shares; 2025Q4: 5,983 shares; 2026Q1: 6,219 shares 6,219 $1.26M <0.01% +236 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: 20,349 shares; 2024Q4: 57,322 shares; 2025Q1: 55,327 shares; 2025Q2: 65,495 shares; 2025Q3: 72,052 shares; 2025Q4: 51,766 shares; 2026Q1: 39,729 shares 39,729 $1.22M <0.01% -12,037 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,026 shares; 2025Q1: 11,026 shares; 2025Q2: 13,987 shares; 2025Q3: 20,972 shares; 2025Q4: 18,905 shares; 2026Q1: 22,285 shares 22,285 $1.18M <0.01% +3,380 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: 3,964 shares; 2024Q4: 4,174 shares; 2025Q1: 3,955 shares; 2025Q2: 2,997 shares; 2025Q3: 3,009 shares; 2025Q4: 599 shares; 2026Q1: 3,017 shares 3,017 $1.18M <0.01% +2,418 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,743 shares; 2025Q1: 1,731 shares; 2025Q2: 1,733 shares; 2025Q3: 1,737 shares; 2025Q4: 1,740 shares; 2026Q1: 3,983 shares 3,983 $1.16M <0.01% +2,243 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,928 shares 5,928 $1.15M <0.01% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 11,500 shares; 2026Q1: 15,742 shares 15,742 $1.13M <0.01% +4,242 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,439 shares; 2025Q1: 5,439 shares; 2025Q2: 5,439 shares; 2025Q3: 5,439 shares; 2025Q4: 5,439 shares; 2026Q1: 5,464 shares 5,464 $1.12M <0.01% +25 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: 4,134 shares; 2024Q4: 4,199 shares; 2025Q1: 4,021 shares; 2025Q2: 3,809 shares; 2025Q3: 4,350 shares; 2025Q4: 8,065 shares; 2026Q1: 5,637 shares 5,637 $1.12M <0.01% -2,428 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: 7,933 shares; 2024Q4: 8,872 shares; 2025Q1: 7,720 shares; 2025Q2: 6,935 shares; 2025Q3: 6,674 shares; 2025Q4: 5,862 shares; 2026Q1: 5,028 shares 5,028 $1.09M <0.01% -834 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,057 shares; 2026Q1: 20,521 shares 20,521 $1.08M <0.01% -3,536 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: 696 shares; 2024Q4: 687 shares; 2025Q1: 694 shares; 2025Q2: 708 shares; 2025Q3: 747 shares; 2025Q4: 845 shares; 2026Q1: 624 shares 624 $1.08M <0.01% -221 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: 9,806 shares; 2024Q4: 7,253 shares; 2025Q1: 7,472 shares; 2025Q2: 6,177 shares; 2025Q3: 7,199 shares; 2025Q4: 5,173 shares; 2026Q1: 7,392 shares 7,392 $1.07M <0.01% +2,219 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: 6,111 shares; 2024Q4: 3,933 shares; 2025Q1: 4,515 shares; 2025Q2: 5,132 shares; 2025Q3: 5,574 shares; 2025Q4: 7,226 shares; 2026Q1: 6,410 shares 6,410 $1.05M <0.01% -816 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: 10,158 shares; 2024Q4: 10,334 shares; 2025Q1: 10,538 shares; 2025Q2: 10,837 shares; 2025Q3: 11,653 shares; 2025Q4: 6,008 shares; 2026Q1: 10,785 shares 10,785 $1.05M <0.01% +4,777 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 2,138 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 1,964 shares; 2025Q4: not reported; 2026Q1: 1,879 shares 1,879 $1.02M <0.01% new 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: 10,564 shares; 2024Q4: 8,135 shares; 2025Q1: 7,569 shares; 2025Q2: 11,614 shares; 2025Q3: 10,098 shares; 2025Q4: 4,627 shares; 2026Q1: 6,166 shares 6,166 $1.01M <0.01% +1,539 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: 3,144 shares; 2024Q4: 3,121 shares; 2025Q1: 3,149 shares; 2025Q2: 4,429 shares; 2025Q3: 4,698 shares; 2025Q4: 3,475 shares; 2026Q1: 5,376 shares 5,376 $981K <0.01% +1,901 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,643 shares; 2024Q4: 39,228 shares; 2025Q1: 39,228 shares; 2025Q2: 39,228 shares; 2025Q3: 39,228 shares; 2025Q4: 39,228 shares; 2026Q1: 39,228 shares 39,228 $911K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973,078 shares; 2024Q4: 19,516 shares; 2025Q1: 6,490 shares; 2025Q2: 12,387 shares; 2025Q3: 12,466 shares; 2025Q4: 10,857 shares; 2026Q1: 12,307 shares 12,307 $884K <0.01% +1,450 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: 1,697 shares; 2024Q4: 1,665 shares; 2025Q1: 3,016 shares; 2025Q2: 7,302 shares; 2025Q3: 6,155 shares; 2025Q4: 2,064 shares; 2026Q1: 1,884 shares 1,884 $869K <0.01% -180 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: 6,721 shares; 2024Q4: 7,786 shares; 2025Q1: 6,035 shares; 2025Q2: 5,603 shares; 2025Q3: 6,458 shares; 2025Q4: 6,355 shares; 2026Q1: 6,552 shares 6,552 $858K <0.01% +197 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: 8,179 shares; 2024Q4: 8,386 shares; 2025Q1: 8,223 shares; 2025Q2: 7,408 shares; 2025Q3: 7,398 shares; 2025Q4: 15,164 shares; 2026Q1: 13,921 shares 13,921 $853K <0.01% -1,243 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,956 shares; 2025Q1: 1,925 shares; 2025Q2: 1,842 shares; 2025Q3: 2,039 shares; 2025Q4: 1,798 shares; 2026Q1: 1,755 shares 1,755 $851K <0.01% -43 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: 7,536 shares; 2024Q4: 6,144 shares; 2025Q1: 4,975 shares; 2025Q2: 5,022 shares; 2025Q3: 5,316 shares; 2025Q4: 8,872 shares; 2026Q1: 6,086 shares 6,086 $848K <0.01% -2,786 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,396 shares; 2024Q4: 23,396 shares; 2025Q1: 23,396 shares; 2025Q2: 23,396 shares; 2025Q3: 23,396 shares; 2025Q4: not reported; 2026Q1: 21,610 shares 21,610 $828K <0.01% new 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: 2,184 shares; 2024Q4: 2,598 shares; 2025Q1: 2,564 shares; 2025Q2: 2,165 shares; 2025Q3: 2,126 shares; 2025Q4: 2,990 shares; 2026Q1: 2,836 shares 2,836 $827K <0.01% -154 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: 3,873 shares; 2024Q4: 6,247 shares; 2025Q1: 5,604 shares; 2025Q2: 5,367 shares; 2025Q3: 5,817 shares; 2025Q4: 5,603 shares; 2026Q1: 5,636 shares 5,636 $826K <0.01% +33 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,799 shares; 2024Q4: 18,083 shares; 2025Q1: 16,931 shares; 2025Q2: 16,931 shares; 2025Q3: 16,931 shares; 2025Q4: 16,931 shares; 2026Q1: 16,931 shares 16,931 $825K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 4,122 shares; 2025Q1: 2,487 shares; 2025Q2: 4,548 shares; 2025Q3: 4,518 shares; 2025Q4: 5,293 shares; 2026Q1: 4,178 shares 4,178 $801K <0.01% -1,115 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,459 shares; 2025Q1: 3,075 shares; 2025Q2: 2,902 shares; 2025Q3: 2,802 shares; 2025Q4: 2,624 shares; 2026Q1: 2,722 shares 2,722 $797K <0.01% +98 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: 9,287 shares; 2024Q4: 8,565 shares; 2025Q1: 7,399 shares; 2025Q2: 7,231 shares; 2025Q3: 7,099 shares; 2025Q4: 7,239 shares; 2026Q1: 7,056 shares 7,056 $792K <0.01% -183 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: 6,336 shares; 2024Q4: 6,215 shares; 2025Q1: 6,222 shares; 2025Q2: 7,567 shares; 2025Q3: 7,510 shares; 2025Q4: 8,931 shares; 2026Q1: 8,141 shares 8,141 $792K <0.01% -790 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,925 shares; 2025Q1: 4,794 shares; 2025Q2: 5,071 shares; 2025Q3: 5,258 shares; 2025Q4: 7,592 shares; 2026Q1: 4,346 shares 4,346 $788K <0.01% -3,246 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: 4,886 shares; 2024Q4: 4,827 shares; 2025Q1: 4,472 shares; 2025Q2: 3,623 shares; 2025Q3: 3,820 shares; 2025Q4: 4,122 shares; 2026Q1: 3,248 shares 3,248 $788K <0.01% -874 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,252 shares; 2024Q4: 267,063 shares; 2025Q1: 24,199 shares; 2025Q2: 8,253 shares; 2025Q3: 8,306 shares; 2025Q4: 4,142 shares; 2026Q1: 6,038 shares 6,038 $783K <0.01% +1,896 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: not reported; 2024Q4: not reported; 2025Q1: 1,439 shares; 2025Q2: 1,470 shares; 2025Q3: 1,554 shares; 2025Q4: 1,716 shares; 2026Q1: 3,725 shares 3,725 $779K <0.01% +2,009 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,489 shares; 2024Q4: 11,489 shares; 2025Q1: 11,489 shares; 2025Q2: 11,489 shares; 2025Q3: 11,489 shares; 2025Q4: 11,489 shares; 2026Q1: 19,522 shares 19,522 $777K <0.01% +8,033 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: 4,124 shares; 2024Q4: 4,035 shares; 2025Q1: 4,193 shares; 2025Q2: 3,453 shares; 2025Q3: 3,485 shares; 2025Q4: 3,993 shares; 2026Q1: 3,173 shares 3,173 $775K <0.01% -820 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,572 shares; 2024Q4: 17,797 shares; 2025Q1: 15,141 shares; 2025Q2: 15,141 shares; 2025Q3: 15,141 shares; 2025Q4: 7,876 shares; 2026Q1: 14,682 shares 14,682 $775K <0.01% +6,806 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,070 shares; 2025Q1: 4,846 shares; 2025Q2: 4,821 shares; 2025Q3: 4,416 shares; 2025Q4: 5,105 shares; 2026Q1: 4,150 shares 4,150 $765K <0.01% -955 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112,169 shares; 2024Q4: 951,362 shares; 2025Q1: 937,530 shares; 2025Q2: 985,056 shares; 2025Q3: 1,005,325 shares; 2025Q4: 966,188 shares; 2026Q1: 16,830 shares 16,830 $761K <0.01% -949,358 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: 7,408 shares; 2024Q4: 7,442 shares; 2025Q1: 7,654 shares; 2025Q2: 7,240 shares; 2025Q3: 7,930 shares; 2025Q4: 7,574 shares; 2026Q1: 8,032 shares 8,032 $747K <0.01% +458 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: 872 shares; 2024Q4: 796 shares; 2025Q1: 854 shares; 2025Q2: 861 shares; 2025Q3: 1,057 shares; 2025Q4: 1,558 shares; 2026Q1: 1,092 shares 1,092 $745K <0.01% -466 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,256 shares; 2024Q4: 17,108 shares; 2025Q1: 17,257 shares; 2025Q2: 16,593 shares; 2025Q3: 16,037 shares; 2025Q4: 10,628 shares; 2026Q1: 15,707 shares 15,707 $739K <0.01% +5,079 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: 6,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,293 shares; 2025Q3: 27,559 shares; 2025Q4: 27,653 shares; 2026Q1: 17,799 shares 17,799 $731K <0.01% -9,854 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,276 shares; 2025Q1: 4,271 shares; 2025Q2: 5,400 shares; 2025Q3: 4,513 shares; 2025Q4: 4,586 shares; 2026Q1: 4,484 shares 4,484 $725K <0.01% -102 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: 4,111 shares; 2024Q4: 4,073 shares; 2025Q1: 4,119 shares; 2025Q2: 4,298 shares; 2025Q3: 4,179 shares; 2025Q4: 4,907 shares; 2026Q1: 4,339 shares 4,339 $717K <0.01% -568 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: 10,799 shares; 2024Q4: 10,799 shares; 2025Q1: 10,729 shares; 2025Q2: 10,738 shares; 2025Q3: 10,758 shares; 2025Q4: 20,557 shares; 2026Q1: 10,799 shares 10,799 $716K <0.01% -9,758 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,367 shares; 2025Q1: 4,505 shares; 2025Q2: 4,448 shares; 2025Q3: 4,481 shares; 2025Q4: 5,038 shares; 2026Q1: 4,570 shares 4,570 $709K <0.01% -468 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,751 shares; 2024Q4: 37,559 shares; 2025Q1: 37,667 shares; 2025Q2: 37,515 shares; 2025Q3: 37,528 shares; 2025Q4: 37,515 shares; 2026Q1: 37,515 shares 37,515 $708K <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: 1,398 shares; 2024Q4: 1,393 shares; 2025Q1: 1,408 shares; 2025Q2: 1,401 shares; 2025Q3: 1,456 shares; 2025Q4: 1,325 shares; 2026Q1: 1,310 shares 1,310 $705K <0.01% -15 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: 591 shares; 2024Q4: 523 shares; 2025Q1: 587 shares; 2025Q2: 433 shares; 2025Q3: 466 shares; 2025Q4: 468 shares; 2026Q1: 527 shares 527 $696K <0.01% +59 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,197 shares; 2026Q1: 38,197 shares 38,197 $684K <0.01% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 8,236 shares; 2025Q1: 7,147 shares; 2025Q2: 7,147 shares; 2025Q3: 8,179 shares; 2025Q4: 10,613 shares; 2026Q1: 9,279 shares 9,279 $676K <0.01% -1,334 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,297 shares; 2025Q1: 1,319 shares; 2025Q2: 1,348 shares; 2025Q3: 1,481 shares; 2025Q4: 2,494 shares; 2026Q1: 1,592 shares 1,592 $663K <0.01% -902 Timeline SCHR 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: 9,862 shares; 2024Q4: 23,444 shares; 2025Q1: 21,264 shares; 2025Q2: 21,700 shares; 2025Q3: 21,943 shares; 2025Q4: 23,325 shares; 2026Q1: 26,561 shares 26,561 $662K <0.01% +3,236 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: 6,166 shares; 2024Q4: 6,166 shares; 2025Q1: 6,230 shares; 2025Q2: 6,235 shares; 2025Q3: 6,330 shares; 2025Q4: 7,528 shares; 2026Q1: 6,326 shares 6,326 $648K <0.01% -1,202 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,680 shares; 2024Q4: 22,488 shares; 2025Q1: 21,870 shares; 2025Q2: 22,488 shares; 2025Q3: 22,025 shares; 2025Q4: 24,346 shares; 2026Q1: 17,160 shares 17,160 $645K <0.01% -7,186 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: 4,112 shares; 2024Q4: 4,086 shares; 2025Q1: 3,347 shares; 2025Q2: 2,220 shares; 2025Q3: 2,636 shares; 2025Q4: 3,257 shares; 2026Q1: 2,964 shares 2,964 $633K <0.01% -293 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 875 shares; 2025Q1: 911 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,277 shares 2,277 $633K <0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,487 shares; 2025Q1: 3,212 shares; 2025Q2: 3,697 shares; 2025Q3: 3,639 shares; 2025Q4: 4,008 shares; 2026Q1: 3,640 shares 3,640 $631K <0.01% -368 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $625K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 2,881 shares; 2025Q1: 2,818 shares; 2025Q2: 5,391 shares; 2025Q3: 5,696 shares; 2025Q4: 2,881 shares; 2026Q1: 2,878 shares 2,878 $623K <0.01% -3 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 1,347 shares; 2025Q1: 1,310 shares; 2025Q2: 1,296 shares; 2025Q3: 1,254 shares; 2025Q4: 2,036 shares; 2026Q1: 1,527 shares 1,527 $623K <0.01% -509 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: 1,204 shares; 2024Q4: 1,280 shares; 2025Q1: 1,269 shares; 2025Q2: 1,198 shares; 2025Q3: 1,174 shares; 2025Q4: 1,030 shares; 2026Q1: 1,425 shares 1,425 $622K <0.01% +395 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,998 shares; 2025Q1: 1,502 shares; 2025Q2: 1,623 shares; 2025Q3: 1,608 shares; 2025Q4: 2,697 shares; 2026Q1: 1,660 shares 1,660 $610K <0.01% -1,037 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: 5,752 shares; 2024Q4: 5,592 shares; 2025Q1: 5,485 shares; 2025Q2: 4,637 shares; 2025Q3: 5,149 shares; 2025Q4: 7,353 shares; 2026Q1: 7,310 shares 7,310 $605K <0.01% -43 Timeline DFAT 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: 10,439 shares; 2024Q4: 12,139 shares; 2025Q1: 10,036 shares; 2025Q2: 10,036 shares; 2025Q3: 10,036 shares; 2025Q4: 12,880 shares; 2026Q1: 9,646 shares 9,646 $602K <0.01% -3,234 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: 4,669 shares; 2024Q4: 5,980 shares; 2025Q1: 4,487 shares; 2025Q2: 3,833 shares; 2025Q3: 4,109 shares; 2025Q4: 5,220 shares; 2026Q1: 4,007 shares 4,007 $593K <0.01% -1,213 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 2,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,824 shares; 2025Q4: 8,118 shares; 2026Q1: 3,808 shares 3,808 $592K <0.01% -4,310 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: 13,175 shares; 2024Q4: 12,150 shares; 2025Q1: 13,981 shares; 2025Q2: 11,448 shares; 2025Q3: 12,381 shares; 2025Q4: 15,958 shares; 2026Q1: 11,698 shares 11,698 $578K <0.01% -4,260 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,560 shares; 2024Q4: 11,560 shares; 2025Q1: 11,560 shares; 2025Q2: 9,239 shares; 2025Q3: 9,239 shares; 2025Q4: 9,239 shares; 2026Q1: 9,239 shares 9,239 $575K <0.01% 0 Timeline FNDX 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: 6,160 shares; 2024Q4: 15,483 shares; 2025Q1: 16,638 shares; 2025Q2: 23,351 shares; 2025Q3: 47,648 shares; 2025Q4: 20,959 shares; 2026Q1: 20,494 shares 20,494 $571K <0.01% -465 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,712 shares; 2026Q1: 4,930 shares 4,930 $569K <0.01% -3,782 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: 8,149 shares; 2024Q4: 8,162 shares; 2025Q1: 8,149 shares; 2025Q2: 8,149 shares; 2025Q3: 8,290 shares; 2025Q4: 16,439 shares; 2026Q1: 8,290 shares 8,290 $568K <0.01% -8,149 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: 1,755 shares; 2024Q4: 1,648 shares; 2025Q1: 1,812 shares; 2025Q2: 1,714 shares; 2025Q3: 1,727 shares; 2025Q4: 1,887 shares; 2026Q1: 2,062 shares 2,062 $567K <0.01% +175 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,759 shares; 2024Q4: 20,117 shares; 2025Q1: 4,560 shares; 2025Q2: 7,732 shares; 2025Q3: 7,857 shares; 2025Q4: 14,674 shares; 2026Q1: 11,312 shares 11,312 $566K <0.01% -3,362 Timeline DFUV 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: 11,505 shares; 2024Q4: 12,915 shares; 2025Q1: 12,158 shares; 2025Q2: 12,158 shares; 2025Q3: 12,158 shares; 2025Q4: 19,762 shares; 2026Q1: 11,615 shares 11,615 $563K <0.01% -8,147 Timeline AVR ANTERIS TECHNOLOGIES GLOBAL More: the full row for ANTERIS TECHNOLOGIES GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,082 shares 101,082 $561K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 1,569 shares; 2026Q1: 1,633 shares 1,633 $560K <0.01% +64 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,694 shares; 2025Q2: 3,694 shares; 2025Q3: 3,709 shares; 2025Q4: 3,704 shares; 2026Q1: 3,721 shares 3,721 $557K <0.01% +17 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 5,460 shares; 2025Q1: 4,907 shares; 2025Q2: 3,263 shares; 2025Q3: 3,802 shares; 2025Q4: not reported; 2026Q1: 12,100 shares 12,100 $555K <0.01% new 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: 947 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 1,524 shares; 2025Q4: 2,160 shares; 2026Q1: 1,524 shares 1,524 $547K <0.01% -636 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,397 shares; 2025Q1: 1,389 shares; 2025Q2: 1,349 shares; 2025Q3: 715 shares; 2025Q4: 425 shares; 2026Q1: 628 shares 628 $543K <0.01% +203 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: 3,463 shares; 2024Q4: 3,899 shares; 2025Q1: 2,927 shares; 2025Q2: 3,114 shares; 2025Q3: 1,991 shares; 2025Q4: 2,596 shares; 2026Q1: 2,532 shares 2,532 $535K <0.01% -64 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: 2,493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,887 shares 4,887 $533K <0.01% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 4,348 shares; 2025Q1: 8,891 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 8,696 shares; 2026Q1: 8,696 shares 8,696 $530K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 6,662 shares; 2025Q1: 6,572 shares; 2025Q2: 6,572 shares; 2025Q3: 6,572 shares; 2025Q4: 8,842 shares; 2026Q1: 7,419 shares 7,419 $528K <0.01% -1,423 Timeline CSM 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: 7,027 shares; 2024Q4: 7,027 shares; 2025Q1: 7,027 shares; 2025Q2: 7,027 shares; 2025Q3: 7,027 shares; 2025Q4: 7,027 shares; 2026Q1: 7,027 shares 7,027 $526K <0.01% 0 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,532 shares; 2024Q4: 8,521 shares; 2025Q1: 8,521 shares; 2025Q2: 8,521 shares; 2025Q3: 8,521 shares; 2025Q4: 8,521 shares; 2026Q1: 8,521 shares 8,521 $508K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,128 shares; 2025Q1: 3,061 shares; 2025Q2: 2,973 shares; 2025Q3: 2,988 shares; 2025Q4: 3,176 shares; 2026Q1: 1,679 shares 1,679 $508K <0.01% -1,497 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,806 shares 22,806 $500K <0.01% new 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: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 2,987 shares; 2025Q2: 2,955 shares; 2025Q3: 2,952 shares; 2025Q4: not reported; 2026Q1: 2,986 shares 2,986 $496K <0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,532 shares; 2024Q4: 22,520 shares; 2025Q1: 12,975 shares; 2025Q2: 12,975 shares; 2025Q3: 13,566 shares; 2025Q4: 24,102 shares; 2026Q1: 12,697 shares 12,697 $493K <0.01% -11,405 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: 1,264 shares; 2024Q4: 1,488 shares; 2025Q1: 1,365 shares; 2025Q2: 1,296 shares; 2025Q3: 1,458 shares; 2025Q4: 1,379 shares; 2026Q1: 1,506 shares 1,506 $491K <0.01% +127 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,363 shares; 2025Q4: 3,481 shares; 2026Q1: 3,538 shares 3,538 $485K <0.01% +57 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 2,974 shares; 2025Q1: 3,297 shares; 2025Q2: 3,007 shares; 2025Q3: 3,041 shares; 2025Q4: 2,437 shares; 2026Q1: 4,373 shares 4,373 $485K <0.01% +1,936 Timeline CPSS CONSUMER PORTFOLIO SVCS INC More: the full row for CONSUMER PORTFOLIO SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,233 shares; 2025Q4: 62,558 shares; 2026Q1: 62,558 shares 62,558 $484K <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: 3,519 shares; 2024Q4: 3,932 shares; 2025Q1: 3,983 shares; 2025Q2: 4,661 shares; 2025Q3: 6,813 shares; 2025Q4: 4,732 shares; 2026Q1: 5,305 shares 5,305 $479K <0.01% +573 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,317 shares; 2024Q4: 14,222 shares; 2025Q1: 13,981 shares; 2025Q2: 14,090 shares; 2025Q3: 14,676 shares; 2025Q4: 9,921 shares; 2026Q1: 8,007 shares 8,007 $474K <0.01% -1,914 Timeline VSGX 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: 6,898 shares; 2024Q4: 6,953 shares; 2025Q1: 7,794 shares; 2025Q2: 7,640 shares; 2025Q3: 7,584 shares; 2025Q4: 7,595 shares; 2026Q1: 6,576 shares 6,576 $472K <0.01% -1,019 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: 24,600 shares; 2024Q4: 23,934 shares; 2025Q1: 22,638 shares; 2025Q2: 3,088 shares; 2025Q3: 3,271 shares; 2025Q4: 3,429 shares; 2026Q1: 1,934 shares 1,934 $470K <0.01% -1,495 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,030 shares; 2026Q1: 1,252 shares 1,252 $464K <0.01% -778 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063,067 shares; 2024Q4: 25,399 shares; 2025Q1: 13,059 shares; 2025Q2: 6,999 shares; 2025Q3: 6,400 shares; 2025Q4: 5,002 shares; 2026Q1: 3,626 shares 3,626 $456K <0.01% -1,376 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,214 shares; 2025Q1: 4,178 shares; 2025Q2: 5,948 shares; 2025Q3: 4,800 shares; 2025Q4: 5,323 shares; 2026Q1: 4,563 shares 4,563 $456K <0.01% -760 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares 715 $454K <0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,420 shares; 2025Q4: 4,774 shares; 2026Q1: 2,083 shares 2,083 $454K <0.01% -2,691 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,476 shares; 2025Q1: 12,015 shares; 2025Q2: 17,843 shares; 2025Q3: 23,273 shares; 2025Q4: 23,481 shares; 2026Q1: 23,445 shares 23,445 $452K <0.01% -36 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,638 shares; 2025Q1: 2,665 shares; 2025Q2: 2,430 shares; 2025Q3: 2,363 shares; 2025Q4: 1,515 shares; 2026Q1: 2,386 shares 2,386 $452K <0.01% +871 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 6,846 shares; 2025Q1: 6,482 shares; 2025Q2: 9,165 shares; 2025Q3: 7,490 shares; 2025Q4: 8,617 shares; 2026Q1: 5,741 shares 5,741 $450K <0.01% -2,876 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,064 shares; 2024Q4: 8,679 shares; 2025Q1: 8,258 shares; 2025Q2: 8,139 shares; 2025Q3: 6,538 shares; 2025Q4: 6,386 shares; 2026Q1: 6,689 shares 6,689 $445K <0.01% +303 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 1,990 shares; 2025Q1: 1,865 shares; 2025Q2: 2,038 shares; 2025Q3: 2,842 shares; 2025Q4: 2,900 shares; 2026Q1: 2,732 shares 2,732 $442K <0.01% -168 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: 8,179 shares; 2024Q4: 8,164 shares; 2025Q1: 8,368 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 7,291 shares; 2026Q1: 7,240 shares 7,240 $439K <0.01% -51 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: 826 shares; 2024Q4: 782 shares; 2025Q1: 783 shares; 2025Q2: 776 shares; 2025Q3: 783 shares; 2025Q4: 1,340 shares; 2026Q1: 781 shares 781 $439K <0.01% -559 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,738 shares; 2025Q1: 1,666 shares; 2025Q2: 2,785 shares; 2025Q3: 2,791 shares; 2025Q4: 3,435 shares; 2026Q1: 1,805 shares 1,805 $433K <0.01% -1,630 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,006 shares; 2024Q4: 6,114 shares; 2025Q1: 11,433 shares; 2025Q2: 9,634 shares; 2025Q3: 10,036 shares; 2025Q4: 9,860 shares; 2026Q1: 9,482 shares 9,482 $433K <0.01% -378 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 4,527 shares; 2025Q1: 4,413 shares; 2025Q2: 4,566 shares; 2025Q3: 4,424 shares; 2025Q4: 2,803 shares; 2026Q1: 4,755 shares 4,755 $433K <0.01% +1,952 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: 963 shares; 2024Q4: 972 shares; 2025Q1: 952 shares; 2025Q2: 950 shares; 2025Q3: 1,455 shares; 2025Q4: 1,722 shares; 2026Q1: 1,329 shares 1,329 $429K <0.01% -393 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 8,402 shares; 2025Q1: 8,402 shares; 2025Q2: 8,363 shares; 2025Q3: 9,095 shares; 2025Q4: 8,339 shares; 2026Q1: 8,438 shares 8,438 $426K <0.01% +99 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 12,210 shares; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 5,749 shares; 2025Q4: 6,768 shares; 2026Q1: 5,957 shares 5,957 $422K <0.01% -811 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,203 shares; 2025Q1: 1,313 shares; 2025Q2: 1,229 shares; 2025Q3: 1,389 shares; 2025Q4: 1,938 shares; 2026Q1: 1,455 shares 1,455 $418K <0.01% -483 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,690 shares; 2025Q4: 1,818 shares; 2026Q1: 2,007 shares 2,007 $418K <0.01% +189 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 5,485 shares; 2025Q1: 5,486 shares; 2025Q2: 5,195 shares; 2025Q3: 4,862 shares; 2025Q4: 4,640 shares; 2026Q1: 4,640 shares 4,640 $418K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 7,194 shares; 2025Q1: 7,169 shares; 2025Q2: 8,045 shares; 2025Q3: 5,948 shares; 2025Q4: 4,551 shares; 2026Q1: 4,243 shares 4,243 $415K <0.01% -308 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,219 shares; 2025Q3: 6,219 shares; 2025Q4: 6,219 shares; 2026Q1: 6,219 shares 6,219 $415K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,765 shares; 2025Q1: 4,238 shares; 2025Q2: 6,283 shares; 2025Q3: 4,807 shares; 2025Q4: 4,954 shares; 2026Q1: 5,027 shares 5,027 $414K <0.01% +73 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,391 shares; 2025Q1: 7,325 shares; 2025Q2: 6,103 shares; 2025Q3: 5,665 shares; 2025Q4: 5,923 shares; 2026Q1: 6,008 shares 6,008 $409K <0.01% +85 Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,549 shares; 2025Q3: 7,598 shares; 2025Q4: 7,598 shares; 2026Q1: 7,598 shares 7,598 $409K <0.01% 0 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: 12,234 shares; 2024Q4: 10,128 shares; 2025Q1: 9,179 shares; 2025Q2: 10,180 shares; 2025Q3: 9,116 shares; 2025Q4: 5,365 shares; 2026Q1: 6,195 shares 6,195 $409K <0.01% +830 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 6,676 shares; 2025Q1: 6,383 shares; 2025Q2: 6,297 shares; 2025Q3: 6,522 shares; 2025Q4: 12,561 shares; 2026Q1: 6,454 shares 6,454 $405K <0.01% -6,107 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,737 shares; 2025Q4: 9,153 shares; 2026Q1: 8,782 shares 8,782 $402K <0.01% -371 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 4,607 shares; 2025Q1: 3,336 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,100 shares; 2026Q1: 3,295 shares 3,295 $398K <0.01% +195 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: 3,071 shares; 2024Q4: 2,812 shares; 2025Q1: 3,052 shares; 2025Q2: 2,585 shares; 2025Q3: 2,601 shares; 2025Q4: 1,627 shares; 2026Q1: 2,546 shares 2,546 $396K <0.01% +919 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,021 shares; 2026Q1: 2,959 shares 2,959 $387K <0.01% -62 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: 825 shares; 2024Q4: 699 shares; 2025Q1: 707 shares; 2025Q2: 796 shares; 2025Q3: 1,058 shares; 2025Q4: 1,294 shares; 2026Q1: 890 shares 890 $386K <0.01% -404 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: 3,558 shares; 2024Q4: 3,783 shares; 2025Q1: 3,379 shares; 2025Q2: 3,622 shares; 2025Q3: 3,927 shares; 2025Q4: 3,538 shares; 2026Q1: 3,491 shares 3,491 $383K <0.01% -47 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 3,730 shares; 2025Q1: 3,815 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares; 2025Q4: 3,931 shares; 2026Q1: 3,965 shares 3,965 $380K <0.01% +34 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,409 shares; 2025Q2: 3,889 shares; 2025Q3: 3,165 shares; 2025Q4: not reported; 2026Q1: 4,625 shares 4,625 $379K <0.01% new 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: 994 shares; 2024Q4: 915 shares; 2025Q1: 824 shares; 2025Q2: 927 shares; 2025Q3: 955 shares; 2025Q4: 1,091 shares; 2026Q1: 1,044 shares 1,044 $373K <0.01% -47 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,940 shares 1,940 $372K <0.01% new 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: 105 shares; 2024Q4: 124 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 121 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $372K <0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 15,616 shares; 2025Q1: 14,396 shares; 2025Q2: 14,335 shares; 2025Q3: 13,900 shares; 2025Q4: 13,131 shares; 2026Q1: 7,815 shares 7,815 $371K <0.01% -5,316 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: 14,227 shares; 2024Q4: 29,575 shares; 2025Q1: 25,164 shares; 2025Q2: 6,219 shares; 2025Q3: 9,069 shares; 2025Q4: 6,841 shares; 2026Q1: 5,020 shares 5,020 $370K <0.01% -1,821 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,382 shares; 2025Q4: not reported; 2026Q1: 7,941 shares 7,941 $368K <0.01% new 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: 4,216 shares; 2024Q4: 4,447 shares; 2025Q1: 4,248 shares; 2025Q2: 4,020 shares; 2025Q3: 4,566 shares; 2025Q4: 4,328 shares; 2026Q1: 4,248 shares 4,248 $368K <0.01% -80 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,882 shares; 2024Q4: 512,049 shares; 2025Q1: 405,351 shares; 2025Q2: 424,200 shares; 2025Q3: 435,405 shares; 2025Q4: 430,561 shares; 2026Q1: 3,395 shares 3,395 $367K <0.01% -427,166 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,985 shares 8,985 $363K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,153 shares; 2024Q4: 6,853 shares; 2025Q1: 7,309 shares; 2025Q2: 8,019 shares; 2025Q3: 8,621 shares; 2025Q4: 8,504 shares; 2026Q1: 9,122 shares 9,122 $356K <0.01% +618 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 13,340 shares; 2025Q1: 13,421 shares; 2025Q2: 13,455 shares; 2025Q3: 14,158 shares; 2025Q4: 13,362 shares; 2026Q1: 6,392 shares 6,392 $349K <0.01% -6,970 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 5,481 shares; 2025Q1: 4,895 shares; 2025Q2: 4,973 shares; 2025Q3: 5,591 shares; 2025Q4: not reported; 2026Q1: 4,155 shares 4,155 $348K <0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,720 shares; 2025Q2: 4,419 shares; 2025Q3: 4,585 shares; 2025Q4: 4,385 shares; 2026Q1: 4,057 shares 4,057 $344K <0.01% -328 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: 5,043 shares; 2024Q4: 5,643 shares; 2025Q1: 4,753 shares; 2025Q2: 4,181 shares; 2025Q3: 4,533 shares; 2025Q4: 4,367 shares; 2026Q1: 4,895 shares 4,895 $344K <0.01% +528 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 12,968 shares; 2025Q3: 12,944 shares; 2025Q4: 17,002 shares; 2026Q1: 7,091 shares 7,091 $341K <0.01% -9,911 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: 1,558 shares; 2024Q4: 1,606 shares; 2025Q1: 1,613 shares; 2025Q2: 1,632 shares; 2025Q3: 1,634 shares; 2025Q4: 1,605 shares; 2026Q1: 1,649 shares 1,649 $341K <0.01% +44 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: 2,030 shares; 2024Q4: 1,849 shares; 2025Q1: 1,652 shares; 2025Q2: 1,500 shares; 2025Q3: 1,554 shares; 2025Q4: 1,227 shares; 2026Q1: 1,631 shares 1,631 $340K <0.01% +404 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: 4,399 shares; 2024Q4: 2,741 shares; 2025Q1: 3,327 shares; 2025Q2: 3,079 shares; 2025Q3: 3,697 shares; 2025Q4: 4,862 shares; 2026Q1: 3,195 shares 3,195 $339K <0.01% -1,667 Timeline FNDF 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: 10,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,876 shares; 2025Q3: 11,389 shares; 2025Q4: 6,767 shares; 2026Q1: 6,929 shares 6,929 $339K <0.01% +162 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,927 shares; 2025Q3: 1,915 shares; 2025Q4: 1,716 shares; 2026Q1: 1,726 shares 1,726 $337K <0.01% +10 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,261 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,441 shares 1,441 $336K <0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 10,189 shares; 2025Q1: not reported; 2025Q2: 11,047 shares; 2025Q3: 25,810 shares; 2025Q4: 11,583 shares; 2026Q1: 10,352 shares 10,352 $336K <0.01% -1,231 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,692 shares; 2025Q1: 1,695 shares; 2025Q2: 1,709 shares; 2025Q3: 1,701 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares 1,646 $336K <0.01% 0 Timeline MGC 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: 1,032 shares; 2024Q4: 1,047 shares; 2025Q1: 1,652 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: not reported; 2026Q1: 1,391 shares 1,391 $329K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,818 shares; 2025Q4: 21,753 shares; 2026Q1: 21,823 shares 21,823 $328K <0.01% +70 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 2,528 shares; 2025Q4: 4,760 shares; 2026Q1: 2,480 shares 2,480 $328K <0.01% -2,280 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: 1,828 shares; 2024Q4: 1,826 shares; 2025Q1: 1,991 shares; 2025Q2: 1,740 shares; 2025Q3: 2,234 shares; 2025Q4: 1,549 shares; 2026Q1: 985 shares 985 $324K <0.01% -564 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,800 shares; 2024Q4: 56,500 shares; 2025Q1: 56,500 shares; 2025Q2: 56,500 shares; 2025Q3: 56,500 shares; 2025Q4: 56,500 shares; 2026Q1: 56,500 shares 56,500 $320K <0.01% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares 2,015 $320K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,962 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,899 shares; 2025Q4: 4,173 shares; 2026Q1: 5,659 shares 5,659 $319K <0.01% +1,486 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,409 shares; 2025Q4: 18,409 shares; 2026Q1: 18,409 shares 18,409 $315K <0.01% 0 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: 370 shares; 2024Q4: 407 shares; 2025Q1: 341 shares; 2025Q2: 3,952 shares; 2025Q3: 3,378 shares; 2025Q4: not reported; 2026Q1: 3,410 shares 3,410 $315K <0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,803 shares; 2026Q1: 25,117 shares 25,117 $314K <0.01% -20,686 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: 2,558 shares; 2024Q4: 2,521 shares; 2025Q1: 2,800 shares; 2025Q2: 3,048 shares; 2025Q3: 2,249 shares; 2025Q4: 3,124 shares; 2026Q1: 1,655 shares 1,655 $314K <0.01% -1,469 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: 1,516 shares; 2024Q4: 1,613 shares; 2025Q1: 1,385 shares; 2025Q2: 1,397 shares; 2025Q3: 1,306 shares; 2025Q4: 2,956 shares; 2026Q1: 2,878 shares 2,878 $314K <0.01% -78 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,530 shares; 2025Q2: 6,959 shares; 2025Q3: 6,959 shares; 2025Q4: 6,959 shares; 2026Q1: 6,988 shares 6,988 $312K <0.01% +29 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,942 shares; 2025Q1: 2,087 shares; 2025Q2: 2,342 shares; 2025Q3: 2,087 shares; 2025Q4: 2,156 shares; 2026Q1: 2,125 shares 2,125 $310K <0.01% -31 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,470 shares; 2024Q4: 8,311 shares; 2025Q1: 6,248 shares; 2025Q2: 6,857 shares; 2025Q3: 6,268 shares; 2025Q4: 4,993 shares; 2026Q1: 6,603 shares 6,603 $309K <0.01% +1,610 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: not reported; 2024Q4: 9,085 shares; 2025Q1: 9,049 shares; 2025Q2: 8,568 shares; 2025Q3: 10,646 shares; 2025Q4: not reported; 2026Q1: 12,698 shares 12,698 $308K <0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,436 shares; 2025Q1: 4,673 shares; 2025Q2: 3,370 shares; 2025Q3: 3,810 shares; 2025Q4: 5,525 shares; 2026Q1: 3,870 shares 3,870 $308K <0.01% -1,655 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: 7,835 shares; 2024Q4: 8,482 shares; 2025Q1: 8,919 shares; 2025Q2: 10,155 shares; 2025Q3: 8,531 shares; 2025Q4: 6,443 shares; 2026Q1: 5,933 shares 5,933 $305K <0.01% -510 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,493 shares; 2025Q1: 1,402 shares; 2025Q2: 1,560 shares; 2025Q3: 1,240 shares; 2025Q4: 2,083 shares; 2026Q1: 1,175 shares 1,175 $302K <0.01% -908 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: 5,849 shares; 2024Q4: 6,942 shares; 2025Q1: 29,143 shares; 2025Q2: 6,304 shares; 2025Q3: 6,963 shares; 2025Q4: 10,425 shares; 2026Q1: 6,488 shares 6,488 $298K <0.01% -3,937 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,991 shares; 2025Q4: 3,095 shares; 2026Q1: 3,161 shares 3,161 $298K <0.01% +66 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,078 shares; 2025Q4: 3,071 shares; 2026Q1: 3,036 shares 3,036 $297K <0.01% -35 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,709 shares; 2025Q1: 804 shares; 2025Q2: 766 shares; 2025Q3: 854 shares; 2025Q4: 687 shares; 2026Q1: 637 shares 637 $295K <0.01% -50 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373 $295K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,173 shares; 2026Q1: 6,263 shares 6,263 $294K <0.01% -2,910 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,808 shares; 2024Q4: 189,397 shares; 2025Q1: 193,989 shares; 2025Q2: 213,014 shares; 2025Q3: 3,369 shares; 2025Q4: 934 shares; 2026Q1: 1,453 shares 1,453 $294K <0.01% +519 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 6,182 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 4,900 shares; 2025Q4: 5,053 shares; 2026Q1: 4,890 shares 4,890 $294K <0.01% -163 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 842 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 629 shares; 2026Q1: 764 shares 764 $293K <0.01% +135 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946,059 shares; 2024Q4: 959,823 shares; 2025Q1: 926,706 shares; 2025Q2: 937,000 shares; 2025Q3: 15,636 shares; 2025Q4: 6,343 shares; 2026Q1: 3,544 shares 3,544 $292K <0.01% -2,799 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,492 shares; 2025Q4: 6,902 shares; 2026Q1: 3,477 shares 3,477 $291K <0.01% -3,425 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: 7,904 shares; 2024Q4: 8,389 shares; 2025Q1: 8,751 shares; 2025Q2: 8,159 shares; 2025Q3: 9,395 shares; 2025Q4: 5,989 shares; 2026Q1: 5,118 shares 5,118 $291K <0.01% -871 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: not reported; 2025Q3: 1,880 shares; 2025Q4: 2,310 shares; 2026Q1: 1,900 shares 1,900 $290K <0.01% -410 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,108 shares 4,108 $290K <0.01% new 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: 5,625 shares; 2024Q4: 5,117 shares; 2025Q1: 4,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,545 shares 5,545 $288K <0.01% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $282K <0.01% new Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,217 shares; 2026Q1: 8,217 shares 8,217 $282K <0.01% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,031 shares; 2025Q4: 20,167 shares; 2026Q1: 7,502 shares 7,502 $281K <0.01% -12,665 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 514 shares 514 $280K <0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 12,162 shares; 2025Q1: 9,258 shares; 2025Q2: 8,706 shares; 2025Q3: 8,100 shares; 2025Q4: 7,428 shares; 2026Q1: 9,029 shares 9,029 $280K <0.01% +1,601 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,115 shares; 2025Q3: 18,682 shares; 2025Q4: 10,722 shares; 2026Q1: 11,503 shares 11,503 $279K <0.01% +781 Timeline VEXC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares; 2026Q1: 3,414 shares 3,414 $278K <0.01% +116 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,770 shares; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 2,170 shares; 2026Q1: 2,783 shares 2,783 $277K <0.01% +613 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,667 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,650 shares; 2026Q1: 1,267 shares 1,267 $274K <0.01% -383 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: 1,902 shares; 2024Q4: 1,728 shares; 2025Q1: 1,671 shares; 2025Q2: 1,577 shares; 2025Q3: 1,654 shares; 2025Q4: 2,014 shares; 2026Q1: 1,573 shares 1,573 $271K <0.01% -441 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares 3,575 $270K <0.01% 0 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: 2,280 shares; 2024Q4: 1,915 shares; 2025Q1: 1,910 shares; 2025Q2: 4,593 shares; 2025Q3: 4,507 shares; 2025Q4: 3,014 shares; 2026Q1: 2,099 shares 2,099 $269K <0.01% -915 Timeline EWX 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: 4,065 shares; 2024Q4: 4,065 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 4,065 shares; 2025Q4: 4,120 shares; 2026Q1: 4,065 shares 4,065 $269K <0.01% -55 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: 20,995 shares; 2024Q4: 21,880 shares; 2025Q1: 25,285 shares; 2025Q2: 16,149 shares; 2025Q3: 19,776 shares; 2025Q4: 10,889 shares; 2026Q1: 23,223 shares 23,223 $268K <0.01% +12,334 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,012 shares; 2025Q1: 2,153 shares; 2025Q2: 2,015 shares; 2025Q3: 2,025 shares; 2025Q4: 1,466 shares; 2026Q1: 1,237 shares 1,237 $261K <0.01% -229 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: 3,163 shares; 2025Q3: 3,266 shares; 2025Q4: not reported; 2026Q1: 3,464 shares 3,464 $260K <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,889 shares 1,889 $256K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,480 shares; 2025Q1: 5,389 shares; 2025Q2: 5,258 shares; 2025Q3: 5,274 shares; 2025Q4: 5,258 shares; 2026Q1: 5,510 shares 5,510 $256K <0.01% +252 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: 6,540 shares; 2024Q4: 6,540 shares; 2025Q1: not reported; 2025Q2: 6,837 shares; 2025Q3: 6,521 shares; 2025Q4: 6,521 shares; 2026Q1: 7,071 shares 7,071 $255K <0.01% +550 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,473 shares; 2025Q1: 2,878 shares; 2025Q2: 2,435 shares; 2025Q3: 3,074 shares; 2025Q4: 3,318 shares; 2026Q1: 2,729 shares 2,729 $253K <0.01% -589 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,235 shares; 2025Q1: 7,725 shares; 2025Q2: 6,337 shares; 2025Q3: 6,270 shares; 2025Q4: 9,267 shares; 2026Q1: 6,862 shares 6,862 $253K <0.01% -2,405 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: 962 shares; 2024Q4: 994 shares; 2025Q1: 777 shares; 2025Q2: 779 shares; 2025Q3: 855 shares; 2025Q4: 911 shares; 2026Q1: 804 shares 804 $253K <0.01% -107 Timeline DFIV 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: 5,772 shares; 2024Q4: 8,784 shares; 2025Q1: 6,493 shares; 2025Q2: 6,493 shares; 2025Q3: 7,235 shares; 2025Q4: 7,083 shares; 2026Q1: 4,759 shares 4,759 $251K <0.01% -2,324 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $251K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 15,360 shares; 2025Q1: 15,246 shares; 2025Q2: 9,605 shares; 2025Q3: 10,687 shares; 2025Q4: not reported; 2026Q1: 8,588 shares 8,588 $250K <0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,985 shares; 2025Q4: 3,825 shares; 2026Q1: 3,318 shares 3,318 $247K <0.01% -507 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: 2,463 shares; 2024Q4: 2,742 shares; 2025Q1: 1,960 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares 1,354 $247K <0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,315 shares 4,315 $246K <0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 3,079 shares; 2025Q1: 3,235 shares; 2025Q2: 2,974 shares; 2025Q3: 3,082 shares; 2025Q4: 2,186 shares; 2026Q1: 2,121 shares 2,121 $244K <0.01% -65 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: 615 shares; 2024Q4: 662 shares; 2025Q1: 635 shares; 2025Q2: 549 shares; 2025Q3: 587 shares; 2025Q4: 558 shares; 2026Q1: 546 shares 546 $244K <0.01% -12 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: 9,825 shares; 2024Q4: 9,703 shares; 2025Q1: not reported; 2025Q2: 9,883 shares; 2025Q3: 10,463 shares; 2025Q4: 13,867 shares; 2026Q1: 10,238 shares 10,238 $244K <0.01% -3,629 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares 340 $239K <0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares 1,022 $237K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: not reported; 2026Q1: 1,194 shares 1,194 $236K <0.01% new 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: 2,871 shares; 2024Q4: 2,652 shares; 2025Q1: 1,943 shares; 2025Q2: 1,544 shares; 2025Q3: 1,615 shares; 2025Q4: 1,811 shares; 2026Q1: 1,615 shares 1,615 $235K <0.01% -196 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 400 shares; 2025Q1: 391 shares; 2025Q2: 187 shares; 2025Q3: 189 shares; 2025Q4: not reported; 2026Q1: 186 shares 186 $235K <0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,971 shares 1,971 $234K <0.01% new 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: 7,218 shares; 2024Q4: 7,580 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861 shares 861 $233K <0.01% new 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: 2,060 shares; 2024Q4: 2,052 shares; 2025Q1: 2,272 shares; 2025Q2: 2,178 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,487 shares 2,487 $232K <0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: not reported; 2025Q1: 2,514 shares; 2025Q2: not reported; 2025Q3: 2,185 shares; 2025Q4: not reported; 2026Q1: 2,444 shares 2,444 $232K <0.01% new 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: 1,221 shares; 2024Q4: 1,286 shares; 2025Q1: 1,568 shares; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 1,066 shares; 2026Q1: 1,118 shares 1,118 $232K <0.01% +52 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,695 shares; 2025Q4: 14,695 shares; 2026Q1: 14,695 shares 14,695 $232K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,799 shares 1,799 $229K <0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 1,840 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 1,912 shares; 2026Q1: 1,715 shares 1,715 $227K <0.01% -197 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,221 shares 3,221 $227K <0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,291 shares; 2024Q4: 8,223 shares; 2025Q1: 7,432 shares; 2025Q2: 9,392 shares; 2025Q3: 5,850 shares; 2025Q4: not reported; 2026Q1: 4,004 shares 4,004 $227K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,222 shares; 2026Q1: 981 shares 981 $226K <0.01% -241 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 1,491 shares; 2026Q1: 1,334 shares 1,334 $225K <0.01% -157 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 5,420 shares; 2025Q1: 4,114 shares; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares; 2026Q1: 4,377 shares 4,377 $222K <0.01% +33 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: 2,168 shares; 2024Q4: 2,175 shares; 2025Q1: 2,168 shares; 2025Q2: 2,188 shares; 2025Q3: 2,282 shares; 2025Q4: 3,349 shares; 2026Q1: 2,151 shares 2,151 $221K <0.01% -1,198 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 1,985 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,155 shares 2,155 $220K <0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,616 shares 1,616 $219K <0.01% new 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: 526 shares; 2024Q4: 526 shares; 2025Q1: 385 shares; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 409 shares; 2026Q1: 356 shares 356 $219K <0.01% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,829 shares 2,829 $218K <0.01% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,413 shares; 2026Q1: 4,413 shares 4,413 $218K <0.01% 0 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 4,906 shares; 2025Q1: 3,283 shares; 2025Q2: 8,946 shares; 2025Q3: 9,640 shares; 2025Q4: 13,594 shares; 2026Q1: 9,640 shares 9,640 $217K <0.01% -3,954 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: 10,555 shares; 2024Q4: 9,127 shares; 2025Q1: 9,028 shares; 2025Q2: 8,804 shares; 2025Q3: 8,822 shares; 2025Q4: 8,715 shares; 2026Q1: 2,349 shares 2,349 $216K <0.01% -6,366 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,320 shares 2,320 $216K <0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,716 shares; 2024Q4: 15,156 shares; 2025Q1: 8,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,038 shares 7,038 $215K <0.01% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,707 shares; 2024Q4: 5,707 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,109 shares; 2025Q4: 8,218 shares; 2026Q1: 3,310 shares 3,310 $214K <0.01% -4,908 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,872 shares; 2024Q4: 18,796 shares; 2025Q1: 18,583 shares; 2025Q2: 18,627 shares; 2025Q3: 605 shares; 2025Q4: 406 shares; 2026Q1: 390 shares 390 $210K <0.01% -16 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,913 shares; 2025Q4: 2,415 shares; 2026Q1: 2,424 shares 2,424 $210K <0.01% +9 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 4,404 shares; 2025Q1: 5,827 shares; 2025Q2: 4,719 shares; 2025Q3: 4,407 shares; 2025Q4: not reported; 2026Q1: 3,066 shares 3,066 $208K <0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,277 shares; 2026Q1: 2,032 shares 2,032 $208K <0.01% -245 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,531 shares 1,531 $207K <0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,299 shares 3,299 $206K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,466 shares; 2025Q1: 1,375 shares; 2025Q2: 1,293 shares; 2025Q3: 1,213 shares; 2025Q4: not reported; 2026Q1: 987 shares 987 $205K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 114 shares; 2025Q3: 122 shares; 2025Q4: 102 shares; 2026Q1: 107 shares 107 $205K <0.01% +5 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,699 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,414 shares; 2026Q1: 8,051 shares 8,051 $202K <0.01% -4,363 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: 474 shares; 2024Q4: 465 shares; 2025Q1: 457 shares; 2025Q2: 452 shares; 2025Q3: 465 shares; 2025Q4: 536 shares; 2026Q1: 455 shares 455 $202K <0.01% -81 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: 7,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,527 shares 1,527 $202K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,155 shares 2,155 $201K <0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,120 shares; 2024Q4: 20,032 shares; 2025Q1: 13,980 shares; 2025Q2: 14,080 shares; 2025Q3: 14,080 shares; 2025Q4: 14,080 shares; 2026Q1: 14,080 shares 14,080 $190K <0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,900 shares; 2024Q4: 18,337 shares; 2025Q1: 21,861 shares; 2025Q2: 16,284 shares; 2025Q3: 16,216 shares; 2025Q4: 21,844 shares; 2026Q1: 16,216 shares 16,216 $183K <0.01% -5,628 Timeline