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: 179,444 shares; 2024Q4: 178,976 shares; 2025Q1: 179,268 shares; 2025Q2: 178,676 shares; 2025Q3: 176,159 shares; 2025Q4: 176,658 shares; 2026Q1: 174,384 shares 174,384 $29.6M 6.54% -2,274 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: 134,529 shares; 2024Q4: 134,296 shares; 2025Q1: 133,353 shares; 2025Q2: 132,898 shares; 2025Q3: 132,316 shares; 2025Q4: 133,665 shares; 2026Q1: 132,458 shares 132,458 $27.4M 6.06% -1,207 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: 111,818 shares; 2024Q4: 112,648 shares; 2025Q1: 113,590 shares; 2025Q2: 111,333 shares; 2025Q3: 111,016 shares; 2025Q4: 110,480 shares; 2026Q1: 107,599 shares 107,599 $27.3M 6.04% -2,881 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: 71,434 shares; 2024Q4: 69,384 shares; 2025Q1: 69,409 shares; 2025Q2: 69,327 shares; 2025Q3: 68,263 shares; 2025Q4: 68,457 shares; 2026Q1: 68,230 shares 68,230 $16.7M 3.69% -227 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $11.5M 2.54% 0 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: 28,517 shares; 2024Q4: 28,584 shares; 2025Q1: 29,900 shares; 2025Q2: 28,666 shares; 2025Q3: 28,581 shares; 2025Q4: 28,275 shares; 2026Q1: 27,222 shares 27,222 $10.1M 2.23% -1,053 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: 11,328 shares; 2024Q4: 11,054 shares; 2025Q1: 12,061 shares; 2025Q2: 11,559 shares; 2025Q3: 11,228 shares; 2025Q4: 10,821 shares; 2026Q1: 10,421 shares 10,421 $9.58M 2.12% -400 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: 43,303 shares; 2024Q4: 43,853 shares; 2025Q1: 43,608 shares; 2025Q2: 43,597 shares; 2025Q3: 43,499 shares; 2025Q4: 42,685 shares; 2026Q1: 42,755 shares 42,755 $8.69M 1.92% +70 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: 32,990 shares; 2024Q4: 32,869 shares; 2025Q1: 31,351 shares; 2025Q2: 31,999 shares; 2025Q3: 31,730 shares; 2025Q4: 34,793 shares; 2026Q1: 30,049 shares 30,049 $8.62M 1.91% -4,744 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: 47,633 shares; 2024Q4: 46,640 shares; 2025Q1: 46,685 shares; 2025Q2: 46,262 shares; 2025Q3: 46,174 shares; 2025Q4: 47,433 shares; 2026Q1: 46,714 shares 46,714 $8.15M 1.8% -719 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: 28,884 shares; 2024Q4: 28,576 shares; 2025Q1: 29,217 shares; 2025Q2: 28,823 shares; 2025Q3: 28,071 shares; 2025Q4: 28,360 shares; 2026Q1: 27,484 shares 27,484 $8.08M 1.79% -876 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: 25,715 shares; 2024Q4: 25,537 shares; 2025Q1: 25,674 shares; 2025Q2: 25,176 shares; 2025Q3: 24,738 shares; 2025Q4: 24,564 shares; 2026Q1: 24,560 shares 24,560 $7.6M 1.68% -4 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: 26,013 shares; 2024Q4: 25,959 shares; 2025Q1: 25,610 shares; 2025Q2: 24,818 shares; 2025Q3: 24,847 shares; 2025Q4: 27,422 shares; 2026Q1: 25,767 shares 25,767 $7.41M 1.64% -1,655 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: 32,666 shares; 2024Q4: 33,329 shares; 2025Q1: 33,937 shares; 2025Q2: 34,288 shares; 2025Q3: 34,134 shares; 2025Q4: 35,260 shares; 2026Q1: 33,953 shares 33,953 $7.07M 1.56% -1,307 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: 10,166 shares; 2024Q4: 9,935 shares; 2025Q1: 9,363 shares; 2025Q2: 7,250 shares; 2025Q3: 8,588 shares; 2025Q4: 9,056 shares; 2026Q1: 8,874 shares 8,874 $5.8M 1.28% -182 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: 45,463 shares; 2024Q4: 45,773 shares; 2025Q1: 48,649 shares; 2025Q2: 47,536 shares; 2025Q3: 47,527 shares; 2025Q4: 47,314 shares; 2026Q1: 44,550 shares 44,550 $5.54M 1.22% -2,764 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: 9,083 shares; 2024Q4: 9,466 shares; 2025Q1: 9,783 shares; 2025Q2: 9,731 shares; 2025Q3: 9,778 shares; 2025Q4: 8,875 shares; 2026Q1: 8,964 shares 8,964 $5.36M 1.18% +89 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,383 shares; 2024Q4: 10,723 shares; 2025Q1: 10,920 shares; 2025Q2: 11,026 shares; 2025Q3: 11,291 shares; 2025Q4: 10,731 shares; 2026Q1: 10,185 shares 10,185 $4.88M 1.08% -546 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: 5,287 shares; 2024Q4: 5,757 shares; 2025Q1: 5,769 shares; 2025Q2: 6,738 shares; 2025Q3: 6,911 shares; 2025Q4: 7,467 shares; 2026Q1: 7,367 shares 7,367 $4.79M 1.06% -100 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: 25,338 shares; 2024Q4: 26,154 shares; 2025Q1: 26,431 shares; 2025Q2: 25,999 shares; 2025Q3: 25,901 shares; 2025Q4: 24,538 shares; 2026Q1: 24,163 shares 24,163 $4.66M 1.03% -375 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: 33,987 shares; 2024Q4: 32,870 shares; 2025Q1: 34,619 shares; 2025Q2: 33,688 shares; 2025Q3: 33,674 shares; 2025Q4: 32,967 shares; 2026Q1: 30,380 shares 30,380 $4.39M 0.97% -2,587 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: 15,429 shares; 2024Q4: 15,603 shares; 2025Q1: 15,035 shares; 2025Q2: 14,554 shares; 2025Q3: 14,533 shares; 2025Q4: 14,837 shares; 2026Q1: 14,107 shares 14,107 $4.26M 0.94% -730 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: 16,687 shares; 2024Q4: 16,714 shares; 2025Q1: 16,847 shares; 2025Q2: 15,580 shares; 2025Q3: 12,726 shares; 2025Q4: 12,147 shares; 2026Q1: 12,167 shares 12,167 $4M 0.89% +20 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: 52,351 shares; 2024Q4: 52,075 shares; 2025Q1: 52,075 shares; 2025Q2: 56,748 shares; 2025Q3: 58,835 shares; 2025Q4: 59,469 shares; 2026Q1: 59,453 shares 59,453 $3.81M 0.84% -16 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: 32,565 shares; 2024Q4: 32,588 shares; 2025Q1: 31,750 shares; 2025Q2: 31,296 shares; 2025Q3: 31,300 shares; 2025Q4: 31,179 shares; 2026Q1: 31,199 shares 31,199 $3.78M 0.84% +20 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: 6,741 shares; 2024Q4: 7,011 shares; 2025Q1: 6,975 shares; 2025Q2: 6,771 shares; 2025Q3: 6,790 shares; 2025Q4: 6,726 shares; 2026Q1: 6,342 shares 6,342 $3.66M 0.81% -384 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: 6,244 shares; 2024Q4: 6,129 shares; 2025Q1: 6,029 shares; 2025Q2: 5,784 shares; 2025Q3: 5,684 shares; 2025Q4: 5,234 shares; 2026Q1: 5,008 shares 5,008 $3.55M 0.78% -226 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: 33,636 shares; 2024Q4: 33,367 shares; 2025Q1: 32,818 shares; 2025Q2: 31,378 shares; 2025Q3: 31,195 shares; 2025Q4: 30,728 shares; 2026Q1: 28,281 shares 28,281 $3.4M 0.75% -2,447 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: 5,471 shares; 2024Q4: 5,330 shares; 2025Q1: 5,315 shares; 2025Q2: 5,315 shares; 2025Q3: 5,314 shares; 2025Q4: 5,317 shares; 2026Q1: 5,311 shares 5,311 $2.99M 0.66% -6 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: 13,589 shares; 2024Q4: 13,588 shares; 2025Q1: 13,524 shares; 2025Q2: 13,977 shares; 2025Q3: 13,747 shares; 2025Q4: 13,686 shares; 2026Q1: 13,638 shares 13,638 $2.97M 0.66% -48 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,184 shares; 2024Q4: 5,076 shares; 2025Q1: 5,199 shares; 2025Q2: 5,243 shares; 2025Q3: 4,993 shares; 2025Q4: 5,420 shares; 2026Q1: 5,148 shares 5,148 $2.95M 0.65% -272 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: 13,998 shares; 2024Q4: 15,410 shares; 2025Q1: 16,830 shares; 2025Q2: 18,155 shares; 2025Q3: 19,146 shares; 2025Q4: 19,361 shares; 2026Q1: 19,361 shares 19,361 $2.76M 0.61% 0 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: 36,060 shares; 2024Q4: 35,512 shares; 2025Q1: 34,758 shares; 2025Q2: 34,726 shares; 2025Q3: 34,420 shares; 2025Q4: 33,934 shares; 2026Q1: 33,507 shares 33,507 $2.6M 0.58% -427 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: 25,668 shares; 2024Q4: 27,258 shares; 2025Q1: 26,797 shares; 2025Q2: 29,041 shares; 2025Q3: 38,315 shares; 2025Q4: 41,386 shares; 2026Q1: 40,901 shares 40,901 $2.44M 0.54% -485 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: 8,210 shares; 2024Q4: 8,207 shares; 2025Q1: 8,187 shares; 2025Q2: 8,187 shares; 2025Q3: 8,177 shares; 2025Q4: 8,886 shares; 2026Q1: 8,421 shares 8,421 $2.42M 0.53% -465 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: 9,662 shares; 2024Q4: 9,862 shares; 2025Q1: 9,846 shares; 2025Q2: 9,734 shares; 2025Q3: 9,434 shares; 2025Q4: 9,275 shares; 2026Q1: 9,425 shares 9,425 $2.34M 0.52% +150 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: 15,634 shares; 2024Q4: 15,630 shares; 2025Q1: 15,634 shares; 2025Q2: 12,333 shares; 2025Q3: 12,335 shares; 2025Q4: 12,388 shares; 2026Q1: 12,318 shares 12,318 $2.34M 0.52% -70 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: 3,287 shares; 2024Q4: 3,308 shares; 2025Q1: 4,288 shares; 2025Q2: 4,288 shares; 2025Q3: 4,289 shares; 2025Q4: 4,275 shares; 2026Q1: 4,275 shares 4,275 $2.3M 0.51% 0 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: 5,564 shares; 2024Q4: 5,574 shares; 2025Q1: 5,599 shares; 2025Q2: 5,496 shares; 2025Q3: 5,503 shares; 2025Q4: 5,435 shares; 2026Q1: 5,439 shares 5,439 $2.27M 0.5% +4 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: 15,775 shares; 2024Q4: 16,212 shares; 2025Q1: 15,681 shares; 2025Q2: 15,650 shares; 2025Q3: 15,365 shares; 2025Q4: 15,043 shares; 2026Q1: 14,876 shares 14,876 $2.2M 0.49% -167 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: 4,375 shares; 2024Q4: 6,653 shares; 2025Q1: 6,653 shares; 2025Q2: 6,653 shares; 2025Q3: 6,953 shares; 2025Q4: 6,953 shares; 2026Q1: 6,793 shares 6,793 $2.18M 0.48% -160 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: 21,596 shares; 2024Q4: 20,156 shares; 2025Q1: 18,078 shares; 2025Q2: 16,495 shares; 2025Q3: 15,043 shares; 2025Q4: 14,955 shares; 2026Q1: 14,000 shares 14,000 $2.17M 0.48% -955 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,546 shares; 2024Q4: 28,446 shares; 2025Q1: 31,696 shares; 2025Q2: 37,036 shares; 2025Q3: 36,908 shares; 2025Q4: 40,448 shares; 2026Q1: 41,754 shares 41,754 $2.11M 0.47% +1,306 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 7,599 shares; 2025Q1: 7,598 shares; 2025Q2: 7,728 shares; 2025Q3: 7,578 shares; 2025Q4: 7,942 shares; 2026Q1: 7,843 shares 7,843 $2.05M 0.45% -99 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: 21,984 shares; 2024Q4: 21,864 shares; 2025Q1: 21,718 shares; 2025Q2: 21,741 shares; 2025Q3: 21,702 shares; 2025Q4: 21,681 shares; 2026Q1: 21,836 shares 21,836 $2.05M 0.45% +155 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: 3,336 shares; 2024Q4: 3,317 shares; 2025Q1: 3,283 shares; 2025Q2: 3,116 shares; 2025Q3: 3,103 shares; 2025Q4: 3,103 shares; 2026Q1: 3,105 shares 3,105 $1.88M 0.42% +2 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: 4,483 shares; 2024Q4: 4,433 shares; 2025Q1: 4,566 shares; 2025Q2: 4,592 shares; 2025Q3: 4,570 shares; 2025Q4: 4,548 shares; 2026Q1: 4,542 shares 4,542 $1.85M 0.41% -6 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: 18,011 shares; 2024Q4: 17,911 shares; 2025Q1: 17,111 shares; 2025Q2: 16,852 shares; 2025Q3: 16,729 shares; 2025Q4: 16,648 shares; 2026Q1: 16,227 shares 16,227 $1.84M 0.41% -421 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: 5,815 shares; 2024Q4: 5,841 shares; 2025Q1: 6,241 shares; 2025Q2: 6,236 shares; 2025Q3: 6,232 shares; 2025Q4: 5,679 shares; 2026Q1: 5,530 shares 5,530 $1.82M 0.4% -149 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: 5,523 shares; 2024Q4: 5,450 shares; 2025Q1: 5,434 shares; 2025Q2: 5,434 shares; 2025Q3: 5,414 shares; 2025Q4: 5,278 shares; 2026Q1: 5,253 shares 5,253 $1.8M 0.4% -25 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: 1,861 shares; 2024Q4: 1,837 shares; 2025Q1: 1,816 shares; 2025Q2: 1,809 shares; 2025Q3: 1,812 shares; 2025Q4: 1,799 shares; 2026Q1: 1,801 shares 1,801 $1.79M 0.4% +2 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: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,116 shares; 2025Q2: 4,105 shares; 2025Q3: 4,086 shares; 2025Q4: 4,090 shares; 2026Q1: 4,090 shares 4,090 $1.78M 0.39% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,368 shares; 2025Q1: 4,454 shares; 2025Q2: 4,466 shares; 2025Q3: 4,458 shares; 2025Q4: 4,416 shares; 2026Q1: 3,568 shares 3,568 $1.78M 0.39% -848 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: 6,410 shares; 2024Q4: 6,497 shares; 2025Q1: 6,369 shares; 2025Q2: 6,368 shares; 2025Q3: 6,355 shares; 2025Q4: 6,220 shares; 2026Q1: 6,200 shares 6,200 $1.78M 0.39% -20 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: 7,157 shares; 2024Q4: 7,215 shares; 2025Q1: 7,361 shares; 2025Q2: 7,331 shares; 2025Q3: 7,740 shares; 2025Q4: 7,735 shares; 2026Q1: 7,326 shares 7,326 $1.78M 0.39% -409 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: 3,755 shares; 2024Q4: 3,662 shares; 2025Q1: 3,662 shares; 2025Q2: 3,790 shares; 2025Q3: 3,916 shares; 2025Q4: 3,975 shares; 2026Q1: 4,155 shares 4,155 $1.77M 0.39% +180 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,997 shares; 2025Q1: 2,185 shares; 2025Q2: 2,218 shares; 2025Q3: 2,142 shares; 2025Q4: 2,220 shares; 2026Q1: 2,065 shares 2,065 $1.75M 0.39% -155 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: 5,931 shares; 2024Q4: 5,904 shares; 2025Q1: 5,752 shares; 2025Q2: 5,750 shares; 2025Q3: 5,747 shares; 2025Q4: 5,705 shares; 2026Q1: 4,855 shares 4,855 $1.68M 0.37% -850 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: 18,580 shares; 2024Q4: 20,520 shares; 2025Q1: 22,605 shares; 2025Q2: 22,727 shares; 2025Q3: 22,457 shares; 2025Q4: 22,552 shares; 2026Q1: 22,022 shares 22,022 $1.67M 0.37% -530 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: 3,387 shares; 2024Q4: 3,928 shares; 2025Q1: 5,178 shares; 2025Q2: 5,185 shares; 2025Q3: 5,071 shares; 2025Q4: 5,314 shares; 2026Q1: 4,600 shares 4,600 $1.65M 0.36% -714 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,623 shares; 2025Q4: 11,638 shares; 2026Q1: 15,659 shares 15,659 $1.57M 0.35% +4,021 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: 1,916 shares; 2025Q1: 1,877 shares; 2025Q2: 1,864 shares; 2025Q3: 1,872 shares; 2025Q4: 1,852 shares; 2026Q1: 1,631 shares 1,631 $1.57M 0.35% -221 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,844 shares; 2025Q1: 1,804 shares; 2025Q2: 1,794 shares; 2025Q3: 1,688 shares; 2025Q4: 16,670 shares; 2026Q1: 16,272 shares 16,272 $1.56M 0.35% -398 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 7,960 shares; 2025Q1: 8,005 shares; 2025Q2: 8,036 shares; 2025Q3: 7,109 shares; 2025Q4: 7,044 shares; 2026Q1: 6,440 shares 6,440 $1.56M 0.35% -604 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: 884 shares; 2024Q4: 1,078 shares; 2025Q1: 1,147 shares; 2025Q2: 1,116 shares; 2025Q3: 1,113 shares; 2025Q4: 1,127 shares; 2026Q1: 1,171 shares 1,171 $1.55M 0.34% +44 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: 7,097 shares; 2024Q4: 6,797 shares; 2025Q1: 6,773 shares; 2025Q2: 6,814 shares; 2025Q3: 6,814 shares; 2025Q4: 7,049 shares; 2026Q1: 6,799 shares 6,799 $1.46M 0.32% -250 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: 16,618 shares; 2024Q4: 14,440 shares; 2025Q1: 17,443 shares; 2025Q2: 17,443 shares; 2025Q3: 17,352 shares; 2025Q4: 16,721 shares; 2026Q1: 17,026 shares 17,026 $1.45M 0.32% +305 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: 4,466 shares; 2024Q4: 8,828 shares; 2025Q1: 9,120 shares; 2025Q2: 9,109 shares; 2025Q3: 9,110 shares; 2025Q4: 9,130 shares; 2026Q1: 9,030 shares 9,030 $1.45M 0.32% -100 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: 17,238 shares; 2024Q4: 20,188 shares; 2025Q1: 20,188 shares; 2025Q2: 20,188 shares; 2025Q3: 20,490 shares; 2025Q4: 20,490 shares; 2026Q1: 21,222 shares 21,222 $1.43M 0.32% +732 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: 7,281 shares; 2024Q4: 7,330 shares; 2025Q1: 7,181 shares; 2025Q2: 6,552 shares; 2025Q3: 4,589 shares; 2025Q4: 4,801 shares; 2026Q1: 4,610 shares 4,610 $1.43M 0.32% -191 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: 6,061 shares; 2024Q4: 6,069 shares; 2025Q1: 5,898 shares; 2025Q2: 5,883 shares; 2025Q3: 5,859 shares; 2025Q4: 6,144 shares; 2026Q1: 6,131 shares 6,131 $1.39M 0.31% -13 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: 13,814 shares; 2024Q4: 15,389 shares; 2025Q1: 15,581 shares; 2025Q2: 11,299 shares; 2025Q3: 10,512 shares; 2025Q4: 10,482 shares; 2026Q1: 10,482 shares 10,482 $1.3M 0.29% 0 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: 927 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 9,798 shares; 2026Q1: 9,750 shares 9,750 $1.3M 0.29% -48 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: 18,674 shares; 2024Q4: 17,830 shares; 2025Q1: 17,650 shares; 2025Q2: 17,632 shares; 2025Q3: 15,862 shares; 2025Q4: 16,048 shares; 2026Q1: 16,173 shares 16,173 $1.29M 0.28% +125 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: 17,631 shares; 2024Q4: 17,236 shares; 2025Q1: 17,846 shares; 2025Q2: 18,821 shares; 2025Q3: 18,821 shares; 2025Q4: 18,821 shares; 2026Q1: 17,946 shares 17,946 $1.26M 0.28% -875 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: 13,568 shares; 2024Q4: 13,525 shares; 2025Q1: 15,312 shares; 2025Q2: 13,210 shares; 2025Q3: 13,407 shares; 2025Q4: 13,209 shares; 2026Q1: 12,939 shares 12,939 $1.2M 0.27% -270 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: 10,598 shares; 2024Q4: 10,394 shares; 2025Q1: 12,293 shares; 2025Q2: 12,293 shares; 2025Q3: 12,293 shares; 2025Q4: 12,293 shares; 2026Q1: 12,293 shares 12,293 $1.19M 0.26% 0 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: 8,599 shares; 2024Q4: 9,411 shares; 2025Q1: 9,185 shares; 2025Q2: 9,192 shares; 2025Q3: 9,192 shares; 2025Q4: 9,202 shares; 2026Q1: 8,973 shares 8,973 $1.18M 0.26% -229 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: 16,521 shares; 2024Q4: 16,164 shares; 2025Q1: 9,113 shares; 2025Q2: 9,578 shares; 2025Q3: 16,992 shares; 2025Q4: 17,108 shares; 2026Q1: 16,766 shares 16,766 $1.17M 0.26% -342 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: 3,128 shares; 2024Q4: 3,300 shares; 2025Q1: 3,323 shares; 2025Q2: 3,200 shares; 2025Q3: 3,213 shares; 2025Q4: 3,180 shares; 2026Q1: 3,136 shares 3,136 $1.17M 0.26% -44 Timeline CAFX 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: 48,153 shares; 2025Q2: 49,949 shares; 2025Q3: 50,865 shares; 2025Q4: 50,865 shares; 2026Q1: 45,945 shares 45,945 $1.14M 0.25% -4,920 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,319 shares; 2024Q4: 7,008 shares; 2025Q1: 13,745 shares; 2025Q2: 12,781 shares; 2025Q3: 12,461 shares; 2025Q4: 22,461 shares; 2026Q1: 22,265 shares 22,265 $1.13M 0.25% -196 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: 18,331 shares; 2024Q4: 17,149 shares; 2025Q1: 17,263 shares; 2025Q2: 16,537 shares; 2025Q3: 16,677 shares; 2025Q4: 15,693 shares; 2026Q1: 15,610 shares 15,610 $1.12M 0.25% -83 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: 11,477 shares; 2024Q4: 11,496 shares; 2025Q1: 11,396 shares; 2025Q2: 11,433 shares; 2025Q3: 11,414 shares; 2025Q4: 11,661 shares; 2026Q1: 11,596 shares 11,596 $1.12M 0.25% -65 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: 10,470 shares; 2024Q4: 9,119 shares; 2025Q1: 9,299 shares; 2025Q2: 8,707 shares; 2025Q3: 8,280 shares; 2025Q4: 8,360 shares; 2026Q1: 8,359 shares 8,359 $1.1M 0.24% -1 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: 9,870 shares; 2024Q4: 12,004 shares; 2025Q1: 11,858 shares; 2025Q2: 11,341 shares; 2025Q3: 11,451 shares; 2025Q4: 11,333 shares; 2026Q1: 11,978 shares 11,978 $1.08M 0.24% +645 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 993 shares; 2025Q1: 995 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 993 shares; 2026Q1: 993 shares 993 $1.08M 0.24% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,977 shares; 2024Q4: 8,060 shares; 2025Q1: 7,806 shares; 2025Q2: 7,773 shares; 2025Q3: 7,363 shares; 2025Q4: 7,173 shares; 2026Q1: 7,118 shares 7,118 $1.05M 0.23% -55 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: 7,344 shares; 2024Q4: 7,782 shares; 2025Q1: 7,623 shares; 2025Q2: 7,623 shares; 2025Q3: 7,614 shares; 2025Q4: 7,882 shares; 2026Q1: 7,815 shares 7,815 $1.02M 0.23% -67 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: 9,197 shares; 2024Q4: 9,239 shares; 2025Q1: 9,239 shares; 2025Q2: 8,851 shares; 2025Q3: 8,760 shares; 2025Q4: 9,230 shares; 2026Q1: 9,231 shares 9,231 $1.01M 0.22% +1 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 697 shares; 2025Q4: 3,349 shares; 2026Q1: 3,349 shares 3,349 $1M 0.22% 0 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: 4,098 shares; 2024Q4: 4,044 shares; 2025Q1: 4,400 shares; 2025Q2: 4,340 shares; 2025Q3: 4,317 shares; 2025Q4: 4,294 shares; 2026Q1: 3,825 shares 3,825 $996K 0.22% -469 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: 3,240 shares; 2024Q4: 3,304 shares; 2025Q1: 4,005 shares; 2025Q2: 4,138 shares; 2025Q3: 3,480 shares; 2025Q4: 3,481 shares; 2026Q1: 3,498 shares 3,498 $993K 0.22% +17 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: 3,921 shares; 2024Q4: 4,026 shares; 2025Q1: 4,100 shares; 2025Q2: 5,350 shares; 2025Q3: 5,081 shares; 2025Q4: 4,488 shares; 2026Q1: 4,077 shares 4,077 $991K 0.22% -411 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 5,684 shares; 2025Q1: 6,381 shares; 2025Q2: 9,680 shares; 2025Q3: 10,196 shares; 2025Q4: 10,218 shares; 2026Q1: 12,429 shares 12,429 $985K 0.22% +2,211 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: 5,532 shares; 2024Q4: 5,553 shares; 2025Q1: 5,549 shares; 2025Q2: 5,390 shares; 2025Q3: 5,373 shares; 2025Q4: 5,468 shares; 2026Q1: 5,403 shares 5,403 $984K 0.22% -65 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: 3,672 shares; 2024Q4: 3,512 shares; 2025Q1: 3,521 shares; 2025Q2: 3,491 shares; 2025Q3: 3,339 shares; 2025Q4: 3,254 shares; 2026Q1: 2,905 shares 2,905 $982K 0.22% -349 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: 3,839 shares; 2024Q4: 3,645 shares; 2025Q1: 4,386 shares; 2025Q2: 4,591 shares; 2025Q3: 4,816 shares; 2025Q4: 4,766 shares; 2026Q1: 4,788 shares 4,788 $974K 0.22% +22 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,190 shares 2,190 $942K 0.21% +75 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: 5,089 shares; 2024Q4: 5,129 shares; 2025Q1: 5,127 shares; 2025Q2: 5,127 shares; 2025Q3: 5,127 shares; 2025Q4: 5,127 shares; 2026Q1: 4,752 shares 4,752 $932K 0.21% -375 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: 714 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 994 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061 $926K 0.2% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 3,970 shares; 2025Q1: 3,963 shares; 2025Q2: 3,962 shares; 2025Q3: 3,462 shares; 2025Q4: 3,464 shares; 2026Q1: 3,223 shares 3,223 $915K 0.2% -241 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,788 shares; 2024Q4: 16,788 shares; 2025Q1: 16,788 shares; 2025Q2: 16,788 shares; 2025Q3: 16,788 shares; 2025Q4: 16,668 shares; 2026Q1: 16,668 shares 16,668 $902K 0.2% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 4,246 shares; 2025Q1: 4,192 shares; 2025Q2: 3,438 shares; 2025Q3: 3,400 shares; 2025Q4: 2,536 shares; 2026Q1: 2,556 shares 2,556 $899K 0.2% +20 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: 8,300 shares; 2024Q4: 9,091 shares; 2025Q1: 10,060 shares; 2025Q2: 9,349 shares; 2025Q3: 9,677 shares; 2025Q4: 10,699 shares; 2026Q1: 10,126 shares 10,126 $893K 0.2% -573 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: 4,733 shares; 2024Q4: 4,807 shares; 2025Q1: 4,765 shares; 2025Q2: 4,721 shares; 2025Q3: 4,506 shares; 2025Q4: 4,565 shares; 2026Q1: 4,478 shares 4,478 $888K 0.2% -87 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: 4,858 shares; 2024Q4: 4,782 shares; 2025Q1: 4,682 shares; 2025Q2: 4,511 shares; 2025Q3: 4,739 shares; 2025Q4: 4,870 shares; 2026Q1: 4,654 shares 4,654 $882K 0.2% -216 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: 6,409 shares; 2024Q4: 6,309 shares; 2025Q1: 7,528 shares; 2025Q2: 7,378 shares; 2025Q3: 7,378 shares; 2025Q4: 7,277 shares; 2026Q1: 5,961 shares 5,961 $866K 0.19% -1,316 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: 3,250 shares; 2024Q4: 3,224 shares; 2025Q1: 3,224 shares; 2025Q2: 3,311 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares; 2026Q1: 3,253 shares 3,253 $865K 0.19% -51 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: 16,699 shares; 2024Q4: 17,432 shares; 2025Q1: 17,504 shares; 2025Q2: 16,674 shares; 2025Q3: 15,145 shares; 2025Q4: 14,581 shares; 2026Q1: 13,837 shares 13,837 $839K 0.19% -744 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: 1,703 shares; 2024Q4: 1,748 shares; 2025Q1: 1,765 shares; 2025Q2: 1,677 shares; 2025Q3: 1,733 shares; 2025Q4: 1,763 shares; 2026Q1: 1,707 shares 1,707 $839K 0.19% -56 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 9,740 shares; 2025Q1: 9,381 shares; 2025Q2: 8,720 shares; 2025Q3: 8,863 shares; 2025Q4: 8,836 shares; 2026Q1: 8,635 shares 8,635 $832K 0.18% -201 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,373 shares; 2025Q3: 24,173 shares; 2025Q4: 26,944 shares; 2026Q1: 31,652 shares 31,652 $829K 0.18% +4,708 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: 14,149 shares; 2024Q4: 16,549 shares; 2025Q1: 14,474 shares; 2025Q2: 13,891 shares; 2025Q3: 13,880 shares; 2025Q4: 13,941 shares; 2026Q1: 14,104 shares 14,104 $829K 0.18% +163 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: 10,811 shares; 2024Q4: 10,590 shares; 2025Q1: 10,029 shares; 2025Q2: 9,962 shares; 2025Q3: 7,962 shares; 2025Q4: 8,116 shares; 2026Q1: 8,419 shares 8,419 $818K 0.18% +303 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 8,015 shares 8,015 $811K 0.18% +5,525 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: 4,551 shares; 2024Q4: 4,575 shares; 2025Q1: 4,879 shares; 2025Q2: 4,749 shares; 2025Q3: 4,533 shares; 2025Q4: 4,325 shares; 2026Q1: 4,240 shares 4,240 $791K 0.18% -85 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: 8,449 shares; 2024Q4: 8,449 shares; 2025Q1: 8,563 shares; 2025Q2: 8,247 shares; 2025Q3: 8,157 shares; 2025Q4: 8,147 shares; 2026Q1: 8,007 shares 8,007 $779K 0.17% -140 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,084 shares; 2024Q4: 6,159 shares; 2025Q1: 10,090 shares; 2025Q2: 9,863 shares; 2025Q3: 9,129 shares; 2025Q4: 8,576 shares; 2026Q1: 8,276 shares 8,276 $776K 0.17% -300 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: 3,301 shares; 2024Q4: 3,316 shares; 2025Q1: 3,301 shares; 2025Q2: 3,301 shares; 2025Q3: 3,030 shares; 2025Q4: 3,105 shares; 2026Q1: 3,105 shares 3,105 $767K 0.17% 0 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: 6,124 shares; 2024Q4: 6,124 shares; 2025Q1: 5,494 shares; 2025Q2: 5,494 shares; 2025Q3: 5,824 shares; 2025Q4: 5,824 shares; 2026Q1: 7,289 shares 7,289 $745K 0.16% +1,465 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: 3,863 shares; 2024Q4: 3,935 shares; 2025Q1: 4,526 shares; 2025Q2: 4,611 shares; 2025Q3: 4,611 shares; 2025Q4: 4,812 shares; 2026Q1: 4,814 shares 4,814 $735K 0.16% +2 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: 4,660 shares; 2024Q4: 3,363 shares; 2025Q1: 3,804 shares; 2025Q2: 3,632 shares; 2025Q3: 3,642 shares; 2025Q4: 3,741 shares; 2026Q1: 3,593 shares 3,593 $715K 0.16% -148 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: 2,492 shares; 2024Q4: 2,500 shares; 2025Q1: 2,476 shares; 2025Q2: 2,459 shares; 2025Q3: 2,459 shares; 2025Q4: 2,406 shares; 2026Q1: 2,406 shares 2,406 $702K 0.16% 0 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: 3,613 shares; 2024Q4: 3,890 shares; 2025Q1: 4,114 shares; 2025Q2: 3,757 shares; 2025Q3: 3,757 shares; 2025Q4: 3,757 shares; 2026Q1: 3,656 shares 3,656 $702K 0.16% -101 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,188 shares; 2024Q4: 12,813 shares; 2025Q1: 12,211 shares; 2025Q2: 12,236 shares; 2025Q3: 12,131 shares; 2025Q4: 12,120 shares; 2026Q1: 12,007 shares 12,007 $692K 0.15% -113 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: 5,436 shares; 2025Q1: 5,501 shares; 2025Q2: 5,347 shares; 2025Q3: 5,394 shares; 2025Q4: 5,383 shares; 2026Q1: 5,502 shares 5,502 $676K 0.15% +119 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: 4,393 shares; 2024Q4: 4,189 shares; 2025Q1: 4,052 shares; 2025Q2: 3,191 shares; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares 3,191 $674K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,581 shares; 2026Q1: 13,581 shares 13,581 $670K 0.15% 0 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: 4,233 shares; 2024Q4: 4,104 shares; 2025Q1: 4,403 shares; 2025Q2: 4,406 shares; 2025Q3: 4,389 shares; 2025Q4: 4,140 shares; 2026Q1: 4,168 shares 4,168 $666K 0.15% +28 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 16,912 shares; 2025Q1: 17,082 shares; 2025Q2: 17,082 shares; 2025Q3: 16,338 shares; 2025Q4: 16,338 shares; 2026Q1: 21,695 shares 21,695 $666K 0.15% +5,357 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: 49,100 shares; 2024Q4: 40,767 shares; 2025Q1: 36,516 shares; 2025Q2: 33,128 shares; 2025Q3: 27,971 shares; 2025Q4: 23,595 shares; 2026Q1: 23,625 shares 23,625 $663K 0.15% +30 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: 5,099 shares; 2024Q4: 5,204 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 5,128 shares; 2026Q1: 5,128 shares 5,128 $657K 0.15% 0 Timeline FEUS FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,396 shares; 2025Q3: 9,396 shares; 2025Q4: 9,396 shares; 2026Q1: 9,396 shares 9,396 $656K 0.15% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,442 shares; 2024Q4: 15,370 shares; 2025Q1: 15,628 shares; 2025Q2: 15,328 shares; 2025Q3: 13,258 shares; 2025Q4: 13,322 shares; 2026Q1: 13,043 shares 13,043 $655K 0.14% -279 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: 3,435 shares; 2024Q4: 3,347 shares; 2025Q1: 3,332 shares; 2025Q2: 3,304 shares; 2025Q3: 3,270 shares; 2025Q4: 2,827 shares; 2026Q1: 2,406 shares 2,406 $642K 0.14% -421 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,948 shares; 2025Q1: 2,862 shares; 2025Q2: 2,900 shares; 2025Q3: 2,802 shares; 2025Q4: 2,641 shares; 2026Q1: 2,119 shares 2,119 $641K 0.14% -522 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: 8,398 shares; 2024Q4: 9,014 shares; 2025Q1: 8,978 shares; 2025Q2: 8,698 shares; 2025Q3: 8,633 shares; 2025Q4: 8,621 shares; 2026Q1: 8,568 shares 8,568 $637K 0.14% -53 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: 2,636 shares; 2024Q4: 2,749 shares; 2025Q1: 2,729 shares; 2025Q2: 2,690 shares; 2025Q3: 2,626 shares; 2025Q4: 2,950 shares; 2026Q1: 2,967 shares 2,967 $634K 0.14% +17 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: 1,868 shares; 2024Q4: 1,892 shares; 2025Q1: 2,109 shares; 2025Q2: 2,129 shares; 2025Q3: 2,134 shares; 2025Q4: 2,142 shares; 2026Q1: 2,264 shares 2,264 $632K 0.14% +122 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: 2,290 shares; 2024Q4: 2,264 shares; 2025Q1: 2,226 shares; 2025Q2: 2,537 shares; 2025Q3: 2,479 shares; 2025Q4: 2,395 shares; 2026Q1: 1,917 shares 1,917 $625K 0.14% -478 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,562 shares; 2025Q1: 2,441 shares; 2025Q2: 2,075 shares; 2025Q3: 2,151 shares; 2025Q4: 2,396 shares; 2026Q1: 2,295 shares 2,295 $621K 0.14% -101 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: 2,680 shares; 2024Q4: 4,015 shares; 2025Q1: 3,345 shares; 2025Q2: 3,345 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares; 2026Q1: 3,345 shares 3,345 $607K 0.13% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $604K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 9,225 shares; 2025Q4: 12,389 shares; 2026Q1: 12,389 shares 12,389 $589K 0.13% 0 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: 10,097 shares; 2024Q4: 10,359 shares; 2025Q1: 9,153 shares; 2025Q2: 12,526 shares; 2025Q3: 11,855 shares; 2025Q4: 12,593 shares; 2026Q1: 12,003 shares 12,003 $585K 0.13% -590 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: 10,566 shares; 2024Q4: 10,770 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 9,350 shares; 2026Q1: 8,800 shares 8,800 $581K 0.13% -550 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: 4,274 shares; 2024Q4: 4,300 shares; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 4,296 shares; 2025Q4: 4,475 shares; 2026Q1: 4,417 shares 4,417 $579K 0.13% -58 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: 15,619 shares; 2024Q4: 16,331 shares; 2025Q1: 10,070 shares; 2025Q2: 11,983 shares; 2025Q3: 11,904 shares; 2025Q4: 11,759 shares; 2026Q1: 10,696 shares 10,696 $578K 0.13% -1,063 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: 4,744 shares; 2024Q4: 4,678 shares; 2025Q1: 4,646 shares; 2025Q2: 4,646 shares; 2025Q3: 4,681 shares; 2025Q4: 4,688 shares; 2026Q1: 4,450 shares 4,450 $573K 0.13% -238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,487 shares; 2026Q1: 3,487 shares 3,487 $564K 0.12% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,955 shares; 2024Q4: 10,707 shares; 2025Q1: 13,111 shares; 2025Q2: 11,178 shares; 2025Q3: 11,348 shares; 2025Q4: 11,127 shares; 2026Q1: 10,587 shares 10,587 $559K 0.12% -540 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: 2,545 shares; 2025Q3: 2,545 shares; 2025Q4: 2,545 shares; 2026Q1: 5,904 shares 5,904 $556K 0.12% +3,359 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: 4,731 shares; 2024Q4: 4,772 shares; 2025Q1: 6,528 shares; 2025Q2: 4,643 shares; 2025Q3: 4,739 shares; 2025Q4: 4,750 shares; 2026Q1: 4,891 shares 4,891 $555K 0.12% +141 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 7,193 shares; 2025Q1: 9,156 shares; 2025Q2: 8,766 shares; 2025Q3: 10,087 shares; 2025Q4: 11,493 shares; 2026Q1: 11,374 shares 11,374 $549K 0.12% -119 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,488 shares; 2025Q3: 2,768 shares; 2025Q4: 4,340 shares; 2026Q1: 4,345 shares 4,345 $549K 0.12% +5 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: 3,987 shares; 2024Q4: 3,987 shares; 2025Q1: 3,758 shares; 2025Q2: 3,721 shares; 2025Q3: 3,706 shares; 2025Q4: 3,621 shares; 2026Q1: 2,621 shares 2,621 $546K 0.12% -1,000 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: 776 shares; 2024Q4: 819 shares; 2025Q1: 799 shares; 2025Q2: 821 shares; 2025Q3: 827 shares; 2025Q4: 827 shares; 2026Q1: 799 shares 799 $545K 0.12% -28 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: 5,923 shares; 2024Q4: 5,831 shares; 2025Q1: 6,595 shares; 2025Q2: 6,438 shares; 2025Q3: 6,413 shares; 2025Q4: 6,417 shares; 2026Q1: 5,720 shares 5,720 $532K 0.12% -697 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,393 shares; 2025Q1: 3,293 shares; 2025Q2: 3,209 shares; 2025Q3: 3,223 shares; 2025Q4: 3,227 shares; 2026Q1: 3,172 shares 3,172 $522K 0.12% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,778 shares; 2026Q1: 4,778 shares 4,778 $521K 0.12% 0 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: 2,616 shares 2,616 $516K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,584 shares; 2026Q1: 4,584 shares 4,584 $508K 0.11% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,374 shares; 2025Q1: 3,443 shares; 2025Q2: 3,479 shares; 2025Q3: 3,491 shares; 2025Q4: 3,523 shares; 2026Q1: 3,068 shares 3,068 $507K 0.11% -455 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,416 shares; 2024Q4: 14,263 shares; 2025Q1: 14,263 shares; 2025Q2: 16,006 shares; 2025Q3: 16,006 shares; 2025Q4: 16,006 shares; 2026Q1: 16,006 shares 16,006 $507K 0.11% 0 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: 4,684 shares; 2024Q4: 4,643 shares; 2025Q1: 4,412 shares; 2025Q2: 4,308 shares; 2025Q3: 4,327 shares; 2025Q4: 4,215 shares; 2026Q1: 3,588 shares 3,588 $500K 0.11% -627 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: 2,969 shares; 2025Q1: 2,950 shares; 2025Q2: 2,985 shares; 2025Q3: 3,004 shares; 2025Q4: 2,603 shares; 2026Q1: 2,332 shares 2,332 $498K 0.11% -271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,547 shares; 2026Q1: 3,387 shares 3,387 $497K 0.11% -160 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,045 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 2,045 shares 2,045 $494K 0.11% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,885 shares; 2026Q1: 3,885 shares 3,885 $492K 0.11% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,693 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares 2,630 $485K 0.11% 0 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: 4,267 shares; 2026Q1: 4,188 shares 4,188 $483K 0.11% -79 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: 8,526 shares; 2024Q4: 8,467 shares; 2025Q1: 8,302 shares; 2025Q2: 8,310 shares; 2025Q3: 8,280 shares; 2025Q4: 7,995 shares; 2026Q1: 3,467 shares 3,467 $471K 0.1% -4,528 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: 5,731 shares; 2024Q4: 6,382 shares; 2025Q1: 6,263 shares; 2025Q2: 6,294 shares; 2025Q3: 6,315 shares; 2025Q4: 6,259 shares; 2026Q1: 4,572 shares 4,572 $469K 0.1% -1,687 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: 3,188 shares; 2024Q4: 3,188 shares; 2025Q1: 3,142 shares; 2025Q2: 2,277 shares; 2025Q3: 2,240 shares; 2025Q4: 2,203 shares; 2026Q1: 2,228 shares 2,228 $464K 0.1% +25 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: 21,636 shares; 2024Q4: 21,327 shares; 2025Q1: 20,824 shares; 2025Q2: 20,824 shares; 2025Q3: 16,838 shares; 2025Q4: 15,523 shares; 2026Q1: 15,908 shares 15,908 $461K 0.1% +385 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: 2,497 shares; 2024Q4: 2,626 shares; 2025Q1: 2,519 shares; 2025Q2: 2,559 shares; 2025Q3: 2,483 shares; 2025Q4: 2,389 shares; 2026Q1: 2,358 shares 2,358 $458K 0.1% -31 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: 16,891 shares; 2024Q4: 11,077 shares; 2025Q1: 10,998 shares; 2025Q2: 10,118 shares; 2025Q3: 10,196 shares; 2025Q4: 10,198 shares; 2026Q1: 10,360 shares 10,360 $457K 0.1% +162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,552 shares; 2025Q3: 7,552 shares; 2025Q4: 8,324 shares; 2026Q1: 8,324 shares 8,324 $454K 0.1% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 5,610 shares; 2025Q1: 5,637 shares; 2025Q2: 5,723 shares; 2025Q3: 5,779 shares; 2025Q4: 5,655 shares; 2026Q1: 5,656 shares 5,656 $453K 0.1% +1 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: 5,859 shares; 2024Q4: 4,645 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 4,495 shares; 2025Q4: 4,495 shares; 2026Q1: 4,431 shares 4,431 $453K 0.1% -64 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: 6,360 shares; 2024Q4: 19,080 shares; 2025Q1: 19,542 shares; 2025Q2: 19,013 shares; 2025Q3: 17,840 shares; 2025Q4: 17,698 shares; 2026Q1: 17,185 shares 17,185 $440K 0.1% -513 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 3,012 shares; 2025Q1: 2,962 shares; 2025Q2: 2,947 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 2,854 shares 2,854 $432K 0.1% -72 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: 1,811 shares; 2024Q4: 1,827 shares; 2025Q1: 1,816 shares; 2025Q2: 1,780 shares; 2025Q3: 1,553 shares; 2025Q4: 1,486 shares; 2026Q1: 1,465 shares 1,465 $426K 0.09% -21 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 1,228 shares; 2026Q1: 1,252 shares 1,252 $423K 0.09% +24 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 2,464 shares; 2025Q4: 2,821 shares; 2026Q1: 2,884 shares 2,884 $422K 0.09% +63 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: 2,370 shares; 2024Q4: 2,391 shares; 2025Q1: 3,124 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,560 shares; 2026Q1: 3,589 shares 3,589 $413K 0.09% +29 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 791 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares 855 $405K 0.09% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,134 shares; 2024Q4: 12,350 shares; 2025Q1: 12,852 shares; 2025Q2: 8,073 shares; 2025Q3: 7,814 shares; 2025Q4: 7,585 shares; 2026Q1: 7,727 shares 7,727 $402K 0.09% +142 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: 8,657 shares; 2024Q4: 8,457 shares; 2025Q1: 8,457 shares; 2025Q2: 8,361 shares; 2025Q3: 8,361 shares; 2025Q4: 8,586 shares; 2026Q1: 8,586 shares 8,586 $393K 0.09% 0 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: 1,775 shares; 2024Q4: 1,811 shares; 2025Q1: 1,767 shares; 2025Q2: 1,780 shares; 2025Q3: 1,786 shares; 2025Q4: 1,755 shares; 2026Q1: 1,641 shares 1,641 $388K 0.09% -114 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: 5,753 shares; 2024Q4: 5,326 shares; 2025Q1: 7,695 shares; 2025Q2: 7,695 shares; 2025Q3: 8,577 shares; 2025Q4: 7,379 shares; 2026Q1: 7,491 shares 7,491 $385K 0.09% +112 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: 1,396 shares; 2024Q4: 1,387 shares; 2025Q1: 1,307 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,191 shares; 2026Q1: 1,172 shares 1,172 $383K 0.08% -19 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: 3,172 shares; 2024Q4: 3,193 shares; 2025Q1: 3,236 shares; 2025Q2: 3,237 shares; 2025Q3: 3,206 shares; 2025Q4: 3,211 shares; 2026Q1: 3,215 shares 3,215 $381K 0.08% +4 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: 8,702 shares; 2024Q4: 7,865 shares; 2025Q1: 9,191 shares; 2025Q2: 8,025 shares; 2025Q3: 8,092 shares; 2025Q4: 8,092 shares; 2026Q1: 8,092 shares 8,092 $380K 0.08% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 7,763 shares; 2025Q1: 7,733 shares; 2025Q2: 7,733 shares; 2025Q3: 7,702 shares; 2025Q4: 7,702 shares; 2026Q1: 7,696 shares 7,696 $377K 0.08% -6 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,278 shares; 2025Q1: 1,278 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,070 shares; 2026Q1: 1,045 shares 1,045 $372K 0.08% -25 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: 5,243 shares; 2024Q4: 15,557 shares; 2025Q1: 17,010 shares; 2025Q2: 15,324 shares; 2025Q3: 14,089 shares; 2025Q4: 14,730 shares; 2026Q1: 14,746 shares 14,746 $370K 0.08% +16 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 576 shares; 2026Q1: 526 shares 526 $367K 0.08% -50 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,982 shares; 2024Q4: 16,429 shares; 2025Q1: 15,201 shares; 2025Q2: 15,201 shares; 2025Q3: 15,201 shares; 2025Q4: 15,201 shares; 2026Q1: 14,553 shares 14,553 $360K 0.08% -648 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 9,636 shares; 2025Q1: 11,592 shares; 2025Q2: 10,735 shares; 2025Q3: 10,163 shares; 2025Q4: 9,927 shares; 2026Q1: 9,758 shares 9,758 $359K 0.08% -169 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: 6,236 shares; 2024Q4: 7,721 shares; 2025Q1: 8,819 shares; 2025Q2: 7,760 shares; 2025Q3: 7,504 shares; 2025Q4: 7,138 shares; 2026Q1: 4,977 shares 4,977 $358K 0.08% -2,161 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: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares 1,074 $353K 0.08% 0 Timeline ACWI 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: 2,635 shares; 2024Q4: 2,635 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares; 2026Q1: 2,473 shares 2,473 $342K 0.08% 0 Timeline REGL 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: 4,224 shares; 2024Q4: 4,193 shares; 2025Q1: 4,388 shares; 2025Q2: 4,376 shares; 2025Q3: 4,376 shares; 2025Q4: 3,976 shares; 2026Q1: 3,958 shares 3,958 $342K 0.08% -18 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,563 shares; 2025Q1: 1,573 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares 1,587 $337K 0.07% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 3,664 shares; 2025Q1: 3,664 shares; 2025Q2: 3,674 shares; 2025Q3: 3,674 shares; 2025Q4: 3,613 shares; 2026Q1: 3,650 shares 3,650 $336K 0.07% +37 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,941 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares 1,941 $335K 0.07% 0 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: 5,023 shares; 2024Q4: 4,982 shares; 2025Q1: 5,075 shares; 2025Q2: 5,609 shares; 2025Q3: 5,580 shares; 2025Q4: 8,272 shares; 2026Q1: 8,272 shares 8,272 $335K 0.07% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 8,550 shares; 2025Q1: 8,797 shares; 2025Q2: 8,797 shares; 2025Q3: 8,797 shares; 2025Q4: 9,287 shares; 2026Q1: 5,234 shares 5,234 $334K 0.07% -4,053 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: 2,427 shares; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,427 shares; 2025Q4: 2,427 shares; 2026Q1: 2,427 shares 2,427 $329K 0.07% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 622 shares; 2025Q1: 611 shares; 2025Q2: 612 shares; 2025Q3: 595 shares; 2025Q4: 3,041 shares; 2026Q1: 3,140 shares 3,140 $328K 0.07% +99 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: 4,513 shares; 2024Q4: 5,968 shares; 2025Q1: 5,913 shares; 2025Q2: 5,847 shares; 2025Q3: 5,847 shares; 2025Q4: 5,847 shares; 2026Q1: 5,800 shares 5,800 $328K 0.07% -47 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 239 shares; 2025Q4: 227 shares; 2026Q1: 222 shares 222 $327K 0.07% -5 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: 1,295 shares; 2024Q4: 1,296 shares; 2025Q1: 1,262 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,424 shares; 2026Q1: 1,417 shares 1,417 $326K 0.07% -7 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,625 shares; 2025Q1: 2,434 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,688 shares; 2026Q1: 2,919 shares 2,919 $322K 0.07% +231 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: 440 shares; 2024Q4: 435 shares; 2025Q1: 414 shares; 2025Q2: 401 shares; 2025Q3: 391 shares; 2025Q4: 372 shares; 2026Q1: 360 shares 360 $322K 0.07% -12 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 7,828 shares; 2025Q1: 8,592 shares; 2025Q2: 5,519 shares; 2025Q3: 5,497 shares; 2025Q4: 5,847 shares; 2026Q1: 5,249 shares 5,249 $321K 0.07% -598 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 6,146 shares; 2025Q1: 5,574 shares; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares; 2026Q1: 2,791 shares 2,791 $319K 0.07% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,834 shares; 2025Q1: 4,534 shares; 2025Q2: 4,414 shares; 2025Q3: 5,199 shares; 2025Q4: 4,996 shares; 2026Q1: 4,372 shares 4,372 $318K 0.07% -624 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: 537 shares; 2024Q4: 660 shares; 2025Q1: 687 shares; 2025Q2: 691 shares; 2025Q3: 683 shares; 2025Q4: 678 shares; 2026Q1: 688 shares 688 $317K 0.07% +10 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: 1,960 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $316K 0.07% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares 5,950 $300K 0.07% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,866 shares; 2025Q1: 4,866 shares; 2025Q2: 4,766 shares; 2025Q3: 4,566 shares; 2025Q4: 3,100 shares; 2026Q1: 2,800 shares 2,800 $297K 0.07% -300 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,225 shares; 2025Q4: 1,143 shares; 2026Q1: 1,111 shares 1,111 $296K 0.07% -32 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: 6,261 shares; 2024Q4: 6,261 shares; 2025Q1: 6,261 shares; 2025Q2: 6,261 shares; 2025Q3: 6,261 shares; 2025Q4: 6,243 shares; 2026Q1: 6,317 shares 6,317 $293K 0.06% +74 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: 464 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467 $288K 0.06% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $286K 0.06% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 957 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 870 shares; 2025Q4: 875 shares; 2026Q1: 898 shares 898 $286K 0.06% +23 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,371 shares; 2025Q1: 6,020 shares; 2025Q2: 6,011 shares; 2025Q3: 5,826 shares; 2025Q4: 5,537 shares; 2026Q1: 5,159 shares 5,159 $285K 0.06% -378 Timeline FSIG 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: 15,079 shares; 2025Q1: 15,079 shares; 2025Q2: 15,079 shares; 2025Q3: 15,079 shares; 2025Q4: 15,079 shares; 2026Q1: 15,015 shares 15,015 $284K 0.06% -64 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: 7,250 shares; 2024Q4: 7,350 shares; 2025Q1: 6,259 shares; 2025Q2: 5,139 shares; 2025Q3: 5,005 shares; 2025Q4: 3,351 shares; 2026Q1: 3,150 shares 3,150 $282K 0.06% -201 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: 3,684 shares; 2024Q4: 4,096 shares; 2025Q1: 3,684 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,349 shares; 2026Q1: 3,349 shares 3,349 $280K 0.06% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 692 shares; 2025Q1: 691 shares; 2025Q2: 704 shares; 2025Q3: 712 shares; 2025Q4: 634 shares; 2026Q1: 626 shares 626 $280K 0.06% -8 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $277K 0.06% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 672 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 523 shares; 2026Q1: 633 shares 633 $276K 0.06% +110 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,534 shares; 2025Q3: 3,534 shares; 2025Q4: 4,123 shares; 2026Q1: 4,123 shares 4,123 $276K 0.06% 0 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: 615 shares; 2024Q4: 619 shares; 2025Q1: 561 shares; 2025Q2: 591 shares; 2025Q3: 585 shares; 2025Q4: 550 shares; 2026Q1: 557 shares 557 $276K 0.06% +7 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 1,331 shares; 2026Q1: 1,352 shares 1,352 $274K 0.06% +21 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,744 shares; 2024Q4: 17,409 shares; 2025Q1: 16,107 shares; 2025Q2: 16,704 shares; 2025Q3: 16,704 shares; 2025Q4: 15,922 shares; 2026Q1: 15,922 shares 15,922 $274K 0.06% 0 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: 1,948 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,915 shares; 2025Q3: 1,896 shares; 2025Q4: 1,898 shares; 2026Q1: 1,875 shares 1,875 $274K 0.06% -23 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: 4,705 shares; 2024Q4: 4,716 shares; 2025Q1: 5,482 shares; 2025Q2: 4,986 shares; 2025Q3: 4,986 shares; 2025Q4: 4,391 shares; 2026Q1: 4,391 shares 4,391 $271K 0.06% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares 4,050 $268K 0.06% 0 Timeline ISTB 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: 5,470 shares; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,470 shares; 2026Q1: 5,470 shares 5,470 $265K 0.06% 0 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,495 shares; 2025Q3: 10,495 shares; 2025Q4: 10,495 shares; 2026Q1: 8,929 shares 8,929 $265K 0.06% -1,566 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,410 shares; 2025Q4: 5,410 shares; 2026Q1: 5,165 shares 5,165 $263K 0.06% -245 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: 3,385 shares; 2024Q4: 2,794 shares; 2025Q1: 3,017 shares; 2025Q2: 2,833 shares; 2025Q3: 2,824 shares; 2025Q4: 2,811 shares; 2026Q1: 2,843 shares 2,843 $263K 0.06% +32 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 1,656 shares; 2025Q4: 1,626 shares; 2026Q1: 1,657 shares 1,657 $261K 0.06% +31 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,760 shares; 2025Q3: 1,761 shares; 2025Q4: 1,820 shares; 2026Q1: 1,766 shares 1,766 $257K 0.06% -54 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 874 shares; 2025Q3: 878 shares; 2025Q4: 832 shares; 2026Q1: 816 shares 816 $256K 0.06% -16 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,508 shares; 2025Q1: 3,459 shares; 2025Q2: 3,461 shares; 2025Q3: 3,483 shares; 2025Q4: 3,273 shares; 2026Q1: 3,268 shares 3,268 $254K 0.06% -5 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 2,982 shares; 2025Q1: 2,854 shares; 2025Q2: 2,796 shares; 2025Q3: 2,859 shares; 2025Q4: 2,902 shares; 2026Q1: 2,912 shares 2,912 $252K 0.06% +10 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,280 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 5,215 shares; 2026Q1: 5,215 shares 5,215 $250K 0.06% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,647 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,902 shares 3,902 $248K 0.05% new 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: not reported; 2024Q4: 898 shares; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 897 shares; 2026Q1: 900 shares 900 $248K 0.05% +3 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 3,016 shares; 2025Q1: 2,996 shares; 2025Q2: 2,814 shares; 2025Q3: 2,914 shares; 2025Q4: 2,841 shares; 2026Q1: 2,738 shares 2,738 $247K 0.05% -103 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 984 shares 984 $247K 0.05% new Timeline GNR 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: 4,623 shares; 2024Q4: 4,623 shares; 2025Q1: 4,623 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,304 shares; 2026Q1: 3,304 shares 3,304 $247K 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 1,514 shares; 2025Q3: 1,520 shares; 2025Q4: 1,529 shares; 2026Q1: 1,345 shares 1,345 $245K 0.05% -184 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,537 shares 3,537 $245K 0.05% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $244K 0.05% 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: 6,608 shares; 2024Q4: 6,569 shares; 2025Q1: 6,458 shares; 2025Q2: 6,058 shares; 2025Q3: 6,058 shares; 2025Q4: 4,276 shares; 2026Q1: 4,322 shares 4,322 $243K 0.05% +46 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,406 shares; 2026Q1: 1,303 shares 1,303 $243K 0.05% -103 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,249 shares; 2025Q1: 2,246 shares; 2025Q2: 2,246 shares; 2025Q3: 2,252 shares; 2025Q4: 2,092 shares; 2026Q1: 2,091 shares 2,091 $242K 0.05% -1 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: 880 shares; 2024Q4: 894 shares; 2025Q1: 703 shares; 2025Q2: 676 shares; 2025Q3: 697 shares; 2025Q4: 700 shares; 2026Q1: 755 shares 755 $242K 0.05% +55 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 1,178 shares; 2026Q1: 1,180 shares 1,180 $241K 0.05% +2 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: 1,437 shares; 2024Q4: 1,417 shares; 2025Q1: 1,400 shares; 2025Q2: 1,462 shares; 2025Q3: 1,420 shares; 2025Q4: 1,371 shares; 2026Q1: 1,390 shares 1,390 $241K 0.05% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,925 shares 3,925 $240K 0.05% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,699 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: 3,482 shares; 2026Q1: 3,276 shares 3,276 $240K 0.05% -206 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: not reported; 2024Q4: 2,285 shares; 2025Q1: 2,528 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,330 shares; 2026Q1: 2,400 shares 2,400 $238K 0.05% +70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,269 shares; 2026Q1: 3,276 shares 3,276 $237K 0.05% +7 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: not reported; 2024Q4: not reported; 2025Q1: 2,489 shares; 2025Q2: 2,489 shares; 2025Q3: 2,518 shares; 2025Q4: 2,527 shares; 2026Q1: 2,477 shares 2,477 $235K 0.05% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares 2,458 $235K 0.05% 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: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,320 shares; 2025Q4: 1,222 shares; 2026Q1: 1,222 shares 1,222 $234K 0.05% 0 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: 3,638 shares; 2024Q4: 3,725 shares; 2025Q1: 3,694 shares; 2025Q2: 3,619 shares; 2025Q3: 3,628 shares; 2025Q4: 3,649 shares; 2026Q1: 3,720 shares 3,720 $233K 0.05% +71 Timeline IDV 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: 5,719 shares; 2025Q4: 5,719 shares; 2026Q1: 5,463 shares 5,463 $233K 0.05% -256 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,270 shares; 2025Q1: 2,299 shares; 2025Q2: 2,420 shares; 2025Q3: 2,362 shares; 2025Q4: 2,236 shares; 2026Q1: 2,111 shares 2,111 $232K 0.05% -125 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 577 shares; 2026Q1: 535 shares 535 $228K 0.05% -42 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413 shares 413 $227K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 2,291 shares; 2025Q3: 2,242 shares; 2025Q4: 2,360 shares; 2026Q1: 2,422 shares 2,422 $224K 0.05% +62 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $221K 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 264 shares; 2025Q4: 265 shares; 2026Q1: 254 shares 254 $220K 0.05% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,544 shares; 2025Q4: 7,544 shares; 2026Q1: 7,544 shares 7,544 $219K 0.05% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 742 shares 742 $219K 0.05% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,522 shares 9,522 $218K 0.05% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,817 shares; 2025Q1: 4,817 shares; 2025Q2: 4,817 shares; 2025Q3: 5,027 shares; 2025Q4: 5,334 shares; 2026Q1: 2,849 shares 2,849 $218K 0.05% -2,485 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly 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: 276 shares; 2026Q1: 282 shares 282 $218K 0.05% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,803 shares; 2025Q3: 1,857 shares; 2025Q4: 1,794 shares; 2026Q1: 1,827 shares 1,827 $217K 0.05% +33 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,657 shares; 2025Q3: 2,473 shares; 2025Q4: 2,111 shares; 2026Q1: 1,929 shares 1,929 $215K 0.05% -182 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,983 shares; 2025Q2: 4,938 shares; 2025Q3: 5,013 shares; 2025Q4: 5,783 shares; 2026Q1: 4,556 shares 4,556 $214K 0.05% -1,227 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: not reported; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,056 shares; 2025Q3: 1,057 shares; 2025Q4: 1,031 shares; 2026Q1: 1,028 shares 1,028 $213K 0.05% -3 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,933 shares 1,933 $209K 0.05% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,201 shares; 2026Q1: 4,201 shares 4,201 $208K 0.05% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,450 shares; 2025Q1: 1,380 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,534 shares; 2026Q1: 1,323 shares 1,323 $208K 0.05% -211 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,209 shares 1,209 $208K 0.05% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,592 shares 2,592 $207K 0.05% +67 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,000 shares; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares; 2026Q1: 2,000 shares 2,000 $207K 0.05% -202 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: 11,181 shares; 2024Q4: 11,181 shares; 2025Q1: 11,181 shares; 2025Q2: 11,837 shares; 2025Q3: 3,711 shares; 2025Q4: 3,711 shares; 2026Q1: 3,711 shares 3,711 $205K 0.05% 0 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: 4,264 shares; 2024Q4: 4,321 shares; 2025Q1: 4,159 shares; 2025Q2: 4,055 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,993 shares 3,993 $205K 0.05% 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: 3,600 shares; 2026Q1: 3,579 shares 3,579 $204K 0.05% -21 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares 1,385 $203K 0.04% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,086 shares; 2026Q1: 11,086 shares 11,086 $127K 0.03% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD 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: 11,520 shares; 2025Q4: 11,520 shares; 2026Q1: 11,520 shares 11,520 $104K 0.02% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 27,310 shares; 2025Q1: 24,324 shares; 2025Q2: 23,966 shares; 2025Q3: 23,966 shares; 2025Q4: 22,024 shares; 2026Q1: 25,441 shares 25,441 $53.7K 0.01% +3,417 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO 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: 12,825 shares 12,825 $49.8K 0.01% new Timeline