VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,518 shares; 2025Q1: 619,193 shares; 2025Q2: 685,866 shares; 2025Q3: 754,754 shares; 2025Q4: 813,302 shares; 2026Q1: 852,879 shares 852,879 $167M 14.25% +39,577 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,159 shares; 2025Q1: 214,669 shares; 2025Q2: 250,772 shares; 2025Q3: 262,574 shares; 2025Q4: 284,541 shares; 2026Q1: 325,657 shares 325,657 $142M 12.11% +41,116 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,551 shares; 2025Q1: 213,645 shares; 2025Q2: 207,589 shares; 2025Q3: 202,804 shares; 2025Q4: 184,403 shares; 2026Q1: 179,893 shares 179,893 $57.7M 4.91% -4,510 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198,538 shares; 2025Q1: 204,845 shares; 2025Q2: 208,869 shares; 2025Q3: 218,154 shares; 2025Q4: 228,421 shares; 2026Q1: 250,857 shares 250,857 $43.7M 3.73% +22,436 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 154,660 shares; 2025Q2: 400,996 shares; 2025Q3: 625,322 shares; 2025Q4: 848,859 shares; 2026Q1: 1,031,892 shares 1,031,892 $40.2M 3.42% +183,033 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,728 shares; 2025Q1: 122,987 shares; 2025Q2: 114,566 shares; 2025Q3: 114,970 shares; 2025Q4: 124,008 shares; 2026Q1: 141,157 shares 141,157 $35.8M 3.05% +17,149 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,457 shares; 2025Q1: 481,577 shares; 2025Q2: 418,808 shares; 2025Q3: 407,710 shares; 2025Q4: 381,643 shares; 2026Q1: 368,287 shares 368,287 $28.4M 2.42% -13,356 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,169 shares; 2025Q1: 48,952 shares; 2025Q2: 53,410 shares; 2025Q3: 56,151 shares; 2025Q4: 57,545 shares; 2026Q1: 62,502 shares 62,502 $23.1M 1.97% +4,957 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 87,802 shares; 2025Q2: 236,199 shares; 2025Q3: 362,226 shares; 2025Q4: 488,575 shares; 2026Q1: 590,888 shares 590,888 $20M 1.7% +102,313 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,057 shares; 2025Q1: 56,870 shares; 2025Q2: 57,576 shares; 2025Q3: 61,122 shares; 2025Q4: 68,540 shares; 2026Q1: 75,085 shares 75,085 $15.6M 1.33% +6,545 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,729 shares; 2025Q1: 34,005 shares; 2025Q2: 34,168 shares; 2025Q3: 36,688 shares; 2025Q4: 42,230 shares; 2026Q1: 47,863 shares 47,863 $13.8M 1.17% +5,633 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,917 shares; 2025Q1: 29,689 shares; 2025Q2: 33,721 shares; 2025Q3: 36,345 shares; 2025Q4: 38,208 shares; 2026Q1: 56,396 shares 56,396 $12.3M 1.04% +18,188 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,524 shares; 2025Q1: 26,625 shares; 2025Q2: 29,394 shares; 2025Q3: 31,037 shares; 2025Q4: 33,465 shares; 2026Q1: 39,505 shares 39,505 $12.2M 1.04% +6,040 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,130 shares; 2025Q1: 31,881 shares; 2025Q2: 31,910 shares; 2025Q3: 35,162 shares; 2025Q4: 37,774 shares; 2026Q1: 42,154 shares 42,154 $12.1M 1.03% +4,380 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,230 shares; 2025Q1: 301,061 shares; 2025Q2: 275,348 shares; 2025Q3: 253,493 shares; 2025Q4: 231,501 shares; 2026Q1: 218,728 shares 218,728 $11.8M 1.01% -12,773 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: restricted; 2024Q4: 23,653 shares; 2025Q1: 28,157 shares; 2025Q2: 32,246 shares; 2025Q3: 35,694 shares; 2025Q4: 39,572 shares; 2026Q1: 63,399 shares 63,399 $11.7M 0.99% +23,827 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,946 shares; 2025Q1: 20,283 shares; 2025Q2: 22,659 shares; 2025Q3: 24,192 shares; 2025Q4: 26,609 shares; 2026Q1: 44,070 shares 44,070 $11.3M 0.97% +17,461 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,000 shares; 2025Q1: 17,586 shares; 2025Q2: 17,862 shares; 2025Q3: 18,776 shares; 2025Q4: 18,974 shares; 2026Q1: 19,484 shares 19,484 $11.1M 0.95% +510 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: restricted; 2024Q4: 458,028 shares; 2025Q1: 456,823 shares; 2025Q2: 464,093 shares; 2025Q3: 451,757 shares; 2025Q4: 425,763 shares; 2026Q1: 421,975 shares 421,975 $10.6M 0.9% -3,788 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 468,177 shares; 2025Q1: 445,634 shares; 2025Q2: 440,034 shares; 2025Q3: 442,681 shares; 2025Q4: 366,612 shares; 2026Q1: 358,136 shares 358,136 $10.4M 0.89% -8,476 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,619 shares; 2025Q1: 11,281 shares; 2025Q2: 14,576 shares; 2025Q3: 14,815 shares; 2025Q4: 15,318 shares; 2026Q1: 16,902 shares 16,902 $8.1M 0.69% +1,584 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,553 shares; 2025Q1: 26,167 shares; 2025Q2: 27,501 shares; 2025Q3: 28,689 shares; 2025Q4: 22,843 shares; 2026Q1: 26,974 shares 26,974 $7.93M 0.68% +4,131 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,796 shares; 2025Q1: 15,647 shares; 2025Q2: 17,582 shares; 2025Q3: 19,221 shares; 2025Q4: 19,763 shares; 2026Q1: 21,248 shares 21,248 $7.9M 0.67% +1,485 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,569 shares; 2025Q1: 16,988 shares; 2025Q2: 19,633 shares; 2025Q3: 20,882 shares; 2025Q4: 23,046 shares; 2026Q1: 24,933 shares 24,933 $7.54M 0.64% +1,887 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,975 shares; 2025Q1: 5,767 shares; 2025Q2: 6,516 shares; 2025Q3: 6,442 shares; 2025Q4: 7,574 shares; 2026Q1: 8,049 shares 8,049 $7.4M 0.63% +475 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,865 shares; 2025Q1: 1,929 shares; 2025Q2: 2,226 shares; 2025Q3: 2,222 shares; 2025Q4: 2,197 shares; 2026Q1: 11,199 shares 11,199 $7.28M 0.62% +9,002 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,020 shares; 2025Q1: 33,482 shares; 2025Q2: 33,943 shares; 2025Q3: 36,768 shares; 2025Q4: 36,935 shares; 2026Q1: 42,535 shares 42,535 $7.22M 0.61% +5,600 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,008 shares; 2025Q1: 5,163 shares; 2025Q2: 6,757 shares; 2025Q3: 7,901 shares; 2025Q4: 8,813 shares; 2026Q1: 10,025 shares 10,025 $5.99M 0.51% +1,212 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,574 shares; 2025Q1: 32,429 shares; 2025Q2: 36,276 shares; 2025Q3: 38,002 shares; 2025Q4: 42,104 shares; 2026Q1: 47,723 shares 47,723 $5.93M 0.51% +5,619 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,526 shares; 2025Q1: 44,491 shares; 2025Q2: 49,357 shares; 2025Q3: 52,768 shares; 2025Q4: 60,166 shares; 2026Q1: 65,368 shares 65,368 $5.8M 0.49% +5,202 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,280 shares; 2025Q1: 18,377 shares; 2025Q2: 19,053 shares; 2025Q3: 20,011 shares; 2025Q4: 20,650 shares; 2026Q1: 26,406 shares 26,406 $5.74M 0.49% +5,756 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,499 shares; 2025Q1: 4,216 shares; 2025Q2: 4,727 shares; 2025Q3: 4,641 shares; 2025Q4: 5,088 shares; 2026Q1: 5,131 shares 5,131 $5.11M 0.44% +43 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,710 shares; 2025Q1: 3,779 shares; 2025Q2: 4,756 shares; 2025Q3: 4,964 shares; 2025Q4: 5,305 shares; 2026Q1: 5,659 shares 5,659 $4.94M 0.42% +354 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,063 shares; 2025Q1: 10,691 shares; 2025Q2: 12,401 shares; 2025Q3: 13,624 shares; 2025Q4: 14,989 shares; 2026Q1: 19,590 shares 19,590 $4.79M 0.41% +4,601 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,461 shares; 2025Q1: 30,281 shares; 2025Q2: 32,836 shares; 2025Q3: 31,269 shares; 2025Q4: 24,666 shares; 2026Q1: 33,111 shares 33,111 $4.78M 0.41% +8,445 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,069 shares; 2025Q1: 11,239 shares; 2025Q2: 12,193 shares; 2025Q3: 12,052 shares; 2025Q4: 13,275 shares; 2026Q1: 15,121 shares 15,121 $4.57M 0.39% +1,846 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,177 shares; 2025Q1: 5,427 shares; 2025Q2: 5,665 shares; 2025Q3: 5,947 shares; 2025Q4: 5,957 shares; 2026Q1: 6,811 shares 6,811 $4.45M 0.38% +854 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,776 shares; 2025Q1: not reported; 2025Q2: 2,367 shares; 2025Q3: 4,435 shares; 2025Q4: 4,325 shares; 2026Q1: 44,940 shares 44,940 $4.34M 0.37% +40,615 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,261 shares; 2025Q1: 3,437 shares; 2025Q2: 3,724 shares; 2025Q3: 3,788 shares; 2025Q4: 39,228 shares; 2026Q1: 44,902 shares 44,902 $4.32M 0.37% +5,674 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,741 shares; 2025Q1: 24,390 shares; 2025Q2: 24,283 shares; 2025Q3: 25,158 shares; 2025Q4: 25,435 shares; 2026Q1: 28,328 shares 28,328 $4.14M 0.35% +2,893 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,377 shares; 2025Q1: 10,044 shares; 2025Q2: 11,981 shares; 2025Q3: 12,420 shares; 2025Q4: 12,557 shares; 2026Q1: 14,330 shares 14,330 $4.07M 0.35% +1,773 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,356 shares; 2025Q1: 6,682 shares; 2025Q2: 6,022 shares; 2025Q3: 7,641 shares; 2025Q4: 9,635 shares; 2026Q1: 11,967 shares 11,967 $4.04M 0.34% +2,332 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,853 shares; 2025Q1: 1,844 shares; 2025Q2: 6,050 shares; 2025Q3: 5,674 shares; 2025Q4: 5,690 shares; 2026Q1: 18,096 shares 18,096 $3.89M 0.33% +12,406 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,339 shares; 2025Q1: 153,795 shares; 2025Q2: 166,535 shares; 2025Q3: 162,660 shares; 2025Q4: 129,225 shares; 2026Q1: 127,518 shares 127,518 $3.89M 0.33% -1,707 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,012 shares; 2025Q1: 3,976 shares; 2025Q2: 3,363 shares; 2025Q3: 3,984 shares; 2025Q4: 4,555 shares; 2026Q1: 5,310 shares 5,310 $3.76M 0.32% +755 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,942 shares; 2025Q1: 6,401 shares; 2025Q2: 8,126 shares; 2025Q3: 8,259 shares; 2025Q4: 9,720 shares; 2026Q1: 10,931 shares 10,931 $3.74M 0.32% +1,211 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,628 shares 16,628 $3.55M 0.3% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,647 shares; 2025Q1: 12,754 shares; 2025Q2: 14,050 shares; 2025Q3: 14,666 shares; 2025Q4: 15,371 shares; 2026Q1: 17,256 shares 17,256 $3.51M 0.3% +1,885 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,651 shares; 2025Q1: 5,518 shares; 2025Q2: 5,764 shares; 2025Q3: 5,980 shares; 2025Q4: 5,981 shares; 2026Q1: 6,885 shares 6,885 $3.44M 0.29% +904 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,689 shares; 2025Q1: 7,773 shares; 2025Q2: 7,124 shares; 2025Q3: 9,291 shares; 2025Q4: 12,568 shares; 2026Q1: 12,488 shares 12,488 $3.38M 0.29% -80 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,591 shares; 2025Q1: 127,039 shares; 2025Q2: 127,483 shares; 2025Q3: 126,651 shares; 2025Q4: 107,357 shares; 2026Q1: 108,460 shares 108,460 $3.36M 0.29% +1,103 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,428 shares; 2025Q1: 64,612 shares; 2025Q2: 46,044 shares; 2025Q3: 40,979 shares; 2025Q4: 41,048 shares; 2026Q1: 42,826 shares 42,826 $3.3M 0.28% +1,778 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,265 shares; 2025Q1: 4,167 shares; 2025Q2: 4,600 shares; 2025Q3: 4,998 shares; 2025Q4: 5,500 shares; 2026Q1: 5,794 shares 5,794 $3.18M 0.27% +294 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,337 shares; 2025Q1: 2,472 shares; 2025Q2: 2,650 shares; 2025Q3: 2,840 shares; 2025Q4: 2,974 shares; 2026Q1: 3,733 shares 3,733 $3.16M 0.27% +759 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,884 shares; 2025Q1: 24,657 shares; 2025Q2: 27,481 shares; 2025Q3: 29,114 shares; 2025Q4: 35,855 shares; 2026Q1: 37,281 shares 37,281 $2.89M 0.25% +1,426 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,601 shares; 2025Q1: 122,486 shares; 2025Q2: 118,406 shares; 2025Q3: 106,013 shares; 2025Q4: 97,982 shares; 2026Q1: 91,516 shares 91,516 $2.81M 0.24% -6,466 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,925 shares; 2025Q1: 23,807 shares; 2025Q2: 25,395 shares; 2025Q3: 25,242 shares; 2025Q4: 31,268 shares; 2026Q1: 36,778 shares 36,778 $2.8M 0.24% +5,510 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,876 shares; 2025Q1: 10,859 shares; 2025Q2: 10,499 shares; 2025Q3: 11,697 shares; 2025Q4: 11,539 shares; 2026Q1: 13,249 shares 13,249 $2.74M 0.23% +1,710 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,886 shares; 2025Q1: 10,118 shares; 2025Q2: 11,017 shares; 2025Q3: 11,826 shares; 2025Q4: 12,502 shares; 2026Q1: 14,033 shares 14,033 $2.71M 0.23% +1,531 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,536 shares; 2025Q1: 11,442 shares; 2025Q2: 12,773 shares; 2025Q3: 13,138 shares; 2025Q4: 13,854 shares; 2026Q1: 16,556 shares 16,556 $2.64M 0.23% +2,702 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,305 shares; 2025Q3: 4,954 shares; 2025Q4: 8,264 shares; 2026Q1: 10,522 shares 10,522 $2.64M 0.22% +2,258 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,741 shares; 2025Q2: 6,662 shares; 2025Q3: 8,990 shares; 2025Q4: 11,026 shares; 2026Q1: 11,457 shares 11,457 $2.45M 0.21% +431 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,469 shares; 2025Q1: 12,237 shares; 2025Q2: 13,489 shares; 2025Q3: 13,901 shares; 2025Q4: 14,111 shares; 2026Q1: 14,800 shares 14,800 $2.45M 0.21% +689 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,586 shares; 2025Q1: 13,810 shares; 2025Q2: 11,865 shares; 2025Q3: 12,186 shares; 2025Q4: 15,151 shares; 2026Q1: 19,974 shares 19,974 $2.4M 0.2% +4,823 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,793 shares; 2025Q1: 13,067 shares; 2025Q2: 12,535 shares; 2025Q3: 13,469 shares; 2025Q4: 12,679 shares; 2026Q1: 15,337 shares 15,337 $2.26M 0.19% +2,658 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,552 shares 14,552 $2.2M 0.19% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,406 shares; 2025Q1: 4,951 shares; 2025Q2: 6,156 shares; 2025Q3: 5,680 shares; 2025Q4: 6,705 shares; 2026Q1: 6,951 shares 6,951 $2.16M 0.18% +246 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,991 shares; 2025Q1: 38,717 shares; 2025Q2: 34,337 shares; 2025Q3: 37,707 shares; 2025Q4: 41,247 shares; 2026Q1: 43,918 shares 43,918 $2.14M 0.18% +2,671 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,563 shares; 2025Q1: 9,770 shares; 2025Q2: 9,418 shares; 2025Q3: 10,059 shares; 2025Q4: 12,182 shares; 2026Q1: 13,557 shares 13,557 $2.11M 0.18% +1,375 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,249 shares; 2025Q1: 31,355 shares; 2025Q2: 30,801 shares; 2025Q3: 28,658 shares; 2025Q4: 26,985 shares; 2026Q1: 26,603 shares 26,603 $2.09M 0.18% -382 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: restricted; 2024Q4: 78,991 shares; 2025Q1: 79,440 shares; 2025Q2: 77,693 shares; 2025Q3: 77,625 shares; 2025Q4: 70,467 shares; 2026Q1: 71,303 shares 71,303 $2.07M 0.18% +836 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,155 shares; 2025Q1: 6,915 shares; 2025Q2: 6,658 shares; 2025Q3: 7,366 shares; 2025Q4: 7,281 shares; 2026Q1: 7,524 shares 7,524 $2.07M 0.18% +243 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,069 shares; 2025Q1: 6,474 shares; 2025Q2: 7,339 shares; 2025Q3: 8,569 shares; 2025Q4: 8,938 shares; 2026Q1: 10,396 shares 10,396 $2.06M 0.18% +1,458 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,864 shares; 2025Q1: 53,936 shares; 2025Q2: 59,095 shares; 2025Q3: 62,507 shares; 2025Q4: 55,187 shares; 2026Q1: 70,266 shares 70,266 $2.04M 0.17% +15,079 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,374 shares; 2025Q1: 6,499 shares; 2025Q2: 8,435 shares; 2025Q3: 9,182 shares; 2025Q4: 9,894 shares; 2026Q1: 12,313 shares 12,313 $2.03M 0.17% +2,419 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,255 shares; 2025Q1: 3,372 shares; 2025Q2: 3,852 shares; 2025Q3: 3,873 shares; 2025Q4: 4,169 shares; 2026Q1: 4,172 shares 4,172 $2.02M 0.17% +3 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,744 shares; 2025Q1: 22,738 shares; 2025Q2: 21,182 shares; 2025Q3: 22,343 shares; 2025Q4: 22,399 shares; 2026Q1: 22,297 shares 22,297 $2.02M 0.17% -102 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,109 shares; 2025Q1: 6,435 shares; 2025Q2: 7,195 shares; 2025Q3: 7,185 shares; 2025Q4: 7,877 shares; 2026Q1: 8,314 shares 8,314 $2.02M 0.17% +437 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,564 shares; 2025Q1: 19,490 shares; 2025Q2: 21,051 shares; 2025Q3: 22,065 shares; 2025Q4: 24,880 shares; 2026Q1: 25,202 shares 25,202 $2.01M 0.17% +322 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,643 shares; 2025Q1: 28,872 shares; 2025Q2: 30,953 shares; 2025Q3: 30,387 shares; 2025Q4: 31,844 shares; 2026Q1: 30,618 shares 30,618 $1.96M 0.17% -1,226 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,196 shares; 2025Q1: 3,271 shares; 2025Q2: 3,403 shares; 2025Q3: 3,049 shares; 2025Q4: 4,147 shares; 2026Q1: 4,214 shares 4,214 $1.94M 0.17% +67 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,397 shares; 2025Q1: 1,501 shares; 2025Q2: 1,586 shares; 2025Q3: 1,929 shares; 2025Q4: 2,030 shares; 2026Q1: 2,244 shares 2,244 $1.94M 0.17% +214 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,271 shares; 2025Q1: 31,648 shares; 2025Q2: 30,733 shares; 2025Q3: 22,525 shares; 2025Q4: 24,630 shares; 2026Q1: 25,906 shares 25,906 $1.91M 0.16% +1,276 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,868 shares; 2025Q1: 94,067 shares; 2025Q2: 92,695 shares; 2025Q3: 74,757 shares; 2025Q4: 72,890 shares; 2026Q1: 74,146 shares 74,146 $1.9M 0.16% +1,256 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,716 shares; 2025Q1: 8,712 shares; 2025Q2: 9,228 shares; 2025Q3: 8,333 shares; 2025Q4: 8,067 shares; 2026Q1: 19,764 shares 19,764 $1.87M 0.16% +11,697 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,955 shares; 2025Q1: 3,750 shares; 2025Q2: 3,959 shares; 2025Q3: 4,076 shares; 2025Q4: 4,317 shares; 2026Q1: 5,309 shares 5,309 $1.87M 0.16% +992 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,378 shares; 2025Q1: 5,485 shares; 2025Q2: 6,207 shares; 2025Q3: 6,496 shares; 2025Q4: 6,886 shares; 2026Q1: 5,615 shares 5,615 $1.85M 0.16% -1,271 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,183 shares; 2025Q1: 4,116 shares; 2025Q2: 3,156 shares; 2025Q3: 3,871 shares; 2025Q4: 5,816 shares; 2026Q1: 5,693 shares 5,693 $1.81M 0.15% -123 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,541 shares; 2025Q1: 12,295 shares; 2025Q2: 13,157 shares; 2025Q3: 13,766 shares; 2025Q4: 14,514 shares; 2026Q1: 19,097 shares 19,097 $1.77M 0.15% +4,583 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 349 shares; 2025Q2: 374 shares; 2025Q3: 387 shares; 2025Q4: 437 shares; 2026Q1: 417 shares 417 $1.76M 0.15% -20 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,735 shares; 2025Q2: 26,557 shares; 2025Q3: 26,634 shares; 2025Q4: 30,065 shares; 2026Q1: 39,729 shares 39,729 $1.75M 0.15% +9,664 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,493 shares; 2025Q1: 1,437 shares; 2025Q2: 1,414 shares; 2025Q3: 1,559 shares; 2025Q4: 1,768 shares; 2026Q1: 3,003 shares 3,003 $1.73M 0.15% +1,235 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,302 shares; 2025Q1: 8,902 shares; 2025Q2: 7,543 shares; 2025Q3: 8,269 shares; 2025Q4: 8,533 shares; 2026Q1: 8,885 shares 8,885 $1.69M 0.14% +352 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,605 shares; 2025Q1: 15,391 shares; 2025Q2: 17,340 shares; 2025Q3: 20,518 shares; 2025Q4: 31,022 shares; 2026Q1: 22,943 shares 22,943 $1.67M 0.14% -8,079 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,936 shares; 2025Q1: 3,848 shares; 2025Q2: 5,549 shares; 2025Q3: 5,653 shares; 2025Q4: 5,941 shares; 2026Q1: 5,914 shares 5,914 $1.64M 0.14% -27 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,478 shares; 2025Q1: 8,434 shares; 2025Q2: 11,909 shares; 2025Q3: 12,245 shares; 2025Q4: 11,932 shares; 2026Q1: 12,526 shares 12,526 $1.64M 0.14% +594 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,639 shares; 2025Q1: 28,449 shares; 2025Q2: 31,677 shares; 2025Q3: 39,041 shares; 2025Q4: 40,208 shares; 2026Q1: 47,652 shares 47,652 $1.63M 0.14% +7,444 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,378 shares; 2025Q1: 35,262 shares; 2025Q2: 39,756 shares; 2025Q3: 47,704 shares; 2025Q4: 59,709 shares; 2026Q1: 58,981 shares 58,981 $1.62M 0.14% -728 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,341 shares; 2025Q1: 8,814 shares; 2025Q2: 10,838 shares; 2025Q3: 13,716 shares; 2025Q4: 14,126 shares; 2026Q1: 14,914 shares 14,914 $1.61M 0.14% +788 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,775 shares; 2025Q1: 33,312 shares; 2025Q2: 29,832 shares; 2025Q3: 33,136 shares; 2025Q4: 35,175 shares; 2026Q1: 39,159 shares 39,159 $1.61M 0.14% +3,984 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,206 shares; 2025Q1: 36,096 shares; 2025Q2: 33,674 shares; 2025Q3: 32,159 shares; 2025Q4: 32,084 shares; 2026Q1: 31,789 shares 31,789 $1.59M 0.14% -295 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,592 shares; 2025Q1: 4,042 shares; 2025Q2: 5,185 shares; 2025Q3: 7,350 shares; 2025Q4: 8,775 shares; 2026Q1: 11,239 shares 11,239 $1.57M 0.13% +2,464 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,608 shares; 2025Q1: 2,749 shares; 2025Q2: 2,973 shares; 2025Q3: 3,036 shares; 2025Q4: 3,188 shares; 2026Q1: 3,743 shares 3,743 $1.56M 0.13% +555 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,778 shares; 2025Q1: 5,068 shares; 2025Q2: 5,155 shares; 2025Q3: 5,423 shares; 2025Q4: 6,018 shares; 2026Q1: 5,951 shares 5,951 $1.56M 0.13% -67 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,223 shares; 2025Q1: 30,024 shares; 2025Q2: 30,614 shares; 2025Q3: 31,451 shares; 2025Q4: 32,390 shares; 2026Q1: 33,124 shares 33,124 $1.55M 0.13% +734 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331,150 shares; 2025Q4: 466,216 shares; 2026Q1: 364,397 shares 364,397 $1.54M 0.13% -101,819 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,215 shares; 2025Q1: 3,447 shares; 2025Q2: 3,332 shares; 2025Q3: 3,853 shares; 2025Q4: 4,514 shares; 2026Q1: 5,016 shares 5,016 $1.53M 0.13% +502 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,991 shares; 2025Q4: 2,058 shares; 2026Q1: 2,394 shares 2,394 $1.52M 0.13% +336 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,393 shares; 2025Q1: 3,987 shares; 2025Q2: 4,254 shares; 2025Q3: 4,946 shares; 2025Q4: 6,552 shares; 2026Q1: 5,019 shares 5,019 $1.52M 0.13% -1,533 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,298 shares; 2025Q1: 5,132 shares; 2025Q2: 5,086 shares; 2025Q3: 5,333 shares; 2025Q4: 5,307 shares; 2026Q1: 5,241 shares 5,241 $1.51M 0.13% -66 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,951 shares; 2025Q1: 7,358 shares; 2025Q2: 7,356 shares; 2025Q3: 7,293 shares; 2025Q4: 8,157 shares; 2026Q1: 9,361 shares 9,361 $1.5M 0.13% +1,204 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197 shares; 2025Q1: 846 shares; 2025Q2: 1,006 shares; 2025Q3: 1,285 shares; 2025Q4: 1,231 shares; 2026Q1: 1,548 shares 1,548 $1.49M 0.13% +317 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,430 shares; 2025Q1: 2,702 shares; 2025Q2: 4,194 shares; 2025Q3: 4,287 shares; 2025Q4: 5,358 shares; 2026Q1: 6,362 shares 6,362 $1.47M 0.12% +1,004 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,292 shares; 2025Q1: 4,535 shares; 2025Q2: 2,219 shares; 2025Q3: 3,904 shares; 2025Q4: 4,402 shares; 2026Q1: 5,347 shares 5,347 $1.45M 0.12% +945 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,322 shares; 2025Q1: 11,957 shares; 2025Q2: 13,520 shares; 2025Q3: 13,722 shares; 2025Q4: 12,662 shares; 2026Q1: 13,877 shares 13,877 $1.42M 0.12% +1,215 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,402 shares; 2025Q1: 5,179 shares; 2025Q2: 4,905 shares; 2025Q3: 5,679 shares; 2025Q4: 5,414 shares; 2026Q1: 5,762 shares 5,762 $1.41M 0.12% +348 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,100 shares 38,100 $1.39M 0.12% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,935 shares; 2025Q1: 5,199 shares; 2025Q2: 5,635 shares; 2025Q3: 6,460 shares; 2025Q4: 6,428 shares; 2026Q1: 6,730 shares 6,730 $1.39M 0.12% +302 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,471 shares; 2025Q1: 2,110 shares; 2025Q2: 3,167 shares; 2025Q3: 3,136 shares; 2025Q4: 3,343 shares; 2026Q1: 3,531 shares 3,531 $1.38M 0.12% +188 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,565 shares; 2025Q1: 9,156 shares; 2025Q2: 9,062 shares; 2025Q3: 13,795 shares; 2025Q4: 17,777 shares; 2026Q1: 22,355 shares 22,355 $1.36M 0.12% +4,578 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,880 shares; 2025Q1: 1,804 shares; 2025Q2: 1,865 shares; 2025Q3: 1,899 shares; 2025Q4: 10,031 shares; 2026Q1: 12,960 shares 12,960 $1.35M 0.12% +2,929 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,907 shares; 2025Q1: 2,060 shares; 2025Q2: 2,321 shares; 2025Q3: 2,392 shares; 2025Q4: 2,289 shares; 2026Q1: 2,396 shares 2,396 $1.35M 0.11% +107 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,539 shares; 2025Q1: 8,041 shares; 2025Q2: 9,183 shares; 2025Q3: 11,687 shares; 2025Q4: 12,212 shares; 2026Q1: 14,085 shares 14,085 $1.32M 0.11% +1,873 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,259 shares; 2025Q1: 4,024 shares; 2025Q2: 8,338 shares; 2025Q3: 8,797 shares; 2025Q4: 8,943 shares; 2026Q1: 10,768 shares 10,768 $1.32M 0.11% +1,825 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,214 shares; 2025Q1: 12,855 shares; 2025Q2: 9,948 shares; 2025Q3: 14,483 shares; 2025Q4: 17,329 shares; 2026Q1: 21,792 shares 21,792 $1.31M 0.11% +4,463 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,854 shares; 2025Q1: 2,152 shares; 2025Q2: 2,210 shares; 2025Q3: 2,385 shares; 2025Q4: 1,738 shares; 2026Q1: 2,616 shares 2,616 $1.3M 0.11% +878 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,288 shares; 2025Q1: 12,795 shares; 2025Q2: 10,057 shares; 2025Q3: 8,137 shares; 2025Q4: 9,078 shares; 2026Q1: 8,734 shares 8,734 $1.27M 0.11% -344 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,568 shares; 2025Q1: 30,568 shares; 2025Q2: 37,412 shares; 2025Q3: 37,593 shares; 2025Q4: 37,521 shares; 2026Q1: 39,379 shares 39,379 $1.23M 0.11% +1,858 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,484 shares; 2025Q1: 14,530 shares; 2025Q2: 10,905 shares; 2025Q3: 11,248 shares; 2025Q4: 11,412 shares; 2026Q1: 11,552 shares 11,552 $1.23M 0.1% +140 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,979 shares; 2025Q1: 5,259 shares; 2025Q2: 8,004 shares; 2025Q3: 8,186 shares; 2025Q4: 7,642 shares; 2026Q1: 9,276 shares 9,276 $1.22M 0.1% +1,634 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,205 shares; 2025Q1: 3,006 shares; 2025Q2: 3,302 shares; 2025Q3: 3,892 shares; 2025Q4: 4,863 shares; 2026Q1: 5,571 shares 5,571 $1.21M 0.1% +708 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,751 shares; 2025Q1: 6,114 shares; 2025Q2: 5,429 shares; 2025Q3: 4,965 shares; 2025Q4: 5,051 shares; 2026Q1: 6,450 shares 6,450 $1.2M 0.1% +1,399 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 968 shares; 2025Q1: 700 shares; 2025Q2: 1,012 shares; 2025Q3: 1,065 shares; 2025Q4: 1,125 shares; 2026Q1: 1,325 shares 1,325 $1.19M 0.1% +200 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,737 shares; 2025Q1: 31,546 shares; 2025Q2: 36,572 shares; 2025Q3: 30,223 shares; 2025Q4: 27,762 shares; 2026Q1: 25,194 shares 25,194 $1.18M 0.1% -2,568 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 2,854 shares; 2026Q1: 3,041 shares 3,041 $1.18M 0.1% +187 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,876 shares; 2025Q1: 1,593 shares; 2025Q2: 1,776 shares; 2025Q3: 2,094 shares; 2025Q4: 2,271 shares; 2026Q1: 2,399 shares 2,399 $1.18M 0.1% +128 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,236 shares; 2025Q1: 43,282 shares; 2025Q2: 44,000 shares; 2025Q3: 40,816 shares; 2025Q4: 38,681 shares; 2026Q1: 33,367 shares 33,367 $1.17M 0.1% -5,314 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,076 shares; 2025Q1: 3,311 shares; 2025Q2: 3,324 shares; 2025Q3: 3,673 shares; 2025Q4: 3,741 shares; 2026Q1: 3,727 shares 3,727 $1.17M 0.1% -14 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,191 shares; 2025Q1: 4,475 shares; 2025Q2: 3,809 shares; 2025Q3: 3,971 shares; 2025Q4: 4,323 shares; 2026Q1: 4,700 shares 4,700 $1.17M 0.1% +377 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,468 shares; 2025Q2: 1,602 shares; 2025Q3: 1,788 shares; 2025Q4: 1,761 shares; 2026Q1: 1,922 shares 1,922 $1.16M 0.1% +161 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,926 shares; 2025Q1: 13,660 shares; 2025Q2: 18,104 shares; 2025Q3: 22,424 shares; 2025Q4: 26,415 shares; 2026Q1: 29,667 shares 29,667 $1.16M 0.1% +3,252 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,234 shares; 2025Q1: 2,203 shares; 2025Q2: 2,515 shares; 2025Q3: 2,281 shares; 2025Q4: 2,985 shares; 2026Q1: 2,899 shares 2,899 $1.15M 0.1% -86 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 746 shares; 2025Q1: 1,285 shares; 2025Q2: 1,823 shares; 2025Q3: 1,962 shares; 2025Q4: 2,126 shares; 2026Q1: 2,050 shares 2,050 $1.15M 0.1% -76 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,735 shares; 2025Q1: 4,190 shares; 2025Q2: 3,527 shares; 2025Q3: 4,303 shares; 2025Q4: 4,153 shares; 2026Q1: 5,915 shares 5,915 $1.15M 0.1% +1,762 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: restricted; 2024Q4: 3,558 shares; 2025Q1: 3,878 shares; 2025Q2: 3,942 shares; 2025Q3: 4,750 shares; 2025Q4: 5,343 shares; 2026Q1: 6,132 shares 6,132 $1.14M 0.1% +789 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 294 shares; 2025Q2: 312 shares; 2025Q3: 346 shares; 2025Q4: 334 shares; 2026Q1: 337 shares 337 $1.14M 0.1% +3 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,372 shares; 2025Q1: 2,499 shares; 2025Q2: 3,378 shares; 2025Q3: 3,379 shares; 2025Q4: 4,260 shares; 2026Q1: 2,616 shares 2,616 $1.13M 0.1% -1,644 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: restricted; 2024Q4: 2,020 shares; 2025Q1: 2,177 shares; 2025Q2: 2,592 shares; 2025Q3: 3,151 shares; 2025Q4: 3,239 shares; 2026Q1: 3,794 shares 3,794 $1.12M 0.1% +555 Timeline RUSHB 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: restricted; 2024Q4: 15,733 shares; 2025Q1: 16,288 shares; 2025Q2: 17,015 shares; 2025Q3: 17,814 shares; 2025Q4: 16,214 shares; 2026Q1: 17,344 shares 17,344 $1.12M 0.1% +1,130 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,087 shares; 2025Q3: 5,052 shares; 2025Q4: 5,223 shares; 2026Q1: 6,017 shares 6,017 $1.1M 0.09% +794 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,656 shares; 2025Q1: 2,209 shares; 2025Q2: 1,881 shares; 2025Q3: 2,088 shares; 2025Q4: 2,251 shares; 2026Q1: 2,455 shares 2,455 $1.1M 0.09% +204 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,040 shares; 2025Q1: 15,332 shares; 2025Q2: 14,710 shares; 2025Q3: 15,629 shares; 2025Q4: 15,614 shares; 2026Q1: 15,547 shares 15,547 $1.08M 0.09% -67 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,245 shares; 2025Q1: 3,454 shares; 2025Q2: 3,471 shares; 2025Q3: 3,519 shares; 2025Q4: 3,145 shares; 2026Q1: 3,280 shares 3,280 $1.08M 0.09% +135 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,159 shares; 2025Q1: 12,041 shares; 2025Q2: 15,593 shares; 2025Q3: 17,200 shares; 2025Q4: 15,023 shares; 2026Q1: 14,957 shares 14,957 $1.08M 0.09% -66 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,274 shares; 2025Q1: 6,314 shares; 2025Q2: 8,634 shares; 2025Q3: 8,793 shares; 2025Q4: 9,123 shares; 2026Q1: 9,043 shares 9,043 $1.07M 0.09% -80 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,406 shares; 2025Q2: 14,594 shares; 2025Q3: 18,626 shares; 2025Q4: 19,095 shares; 2026Q1: 21,260 shares 21,260 $1.07M 0.09% +2,165 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,833 shares; 2025Q1: 18,500 shares; 2025Q2: 21,693 shares; 2025Q3: 23,878 shares; 2025Q4: 24,994 shares; 2026Q1: 26,750 shares 26,750 $1.07M 0.09% +1,756 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,369 shares; 2025Q2: 2,558 shares; 2025Q3: 3,072 shares; 2025Q4: 3,284 shares; 2026Q1: 3,760 shares 3,760 $1.06M 0.09% +476 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 8,157 shares; 2025Q2: 8,643 shares; 2025Q3: 10,851 shares; 2025Q4: 12,152 shares; 2026Q1: 14,101 shares 14,101 $1.05M 0.09% +1,949 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,791 shares; 2025Q1: 3,158 shares; 2025Q2: 3,601 shares; 2025Q3: 4,038 shares; 2025Q4: 5,120 shares; 2026Q1: 4,629 shares 4,629 $1.05M 0.09% -491 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,004 shares; 2025Q1: 3,961 shares; 2025Q2: 4,517 shares; 2025Q3: 5,677 shares; 2025Q4: 5,405 shares; 2026Q1: 5,250 shares 5,250 $1.04M 0.09% -155 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,638 shares; 2025Q1: 2,387 shares; 2025Q2: 2,261 shares; 2025Q3: 3,081 shares; 2025Q4: 3,132 shares; 2026Q1: 4,295 shares 4,295 $1.04M 0.09% +1,163 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,846 shares; 2025Q1: 4,018 shares; 2025Q2: 3,609 shares; 2025Q3: 3,800 shares; 2025Q4: 4,055 shares; 2026Q1: 4,351 shares 4,351 $1.03M 0.09% +296 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,773 shares; 2025Q1: 1,969 shares; 2025Q2: 2,149 shares; 2025Q3: 2,506 shares; 2025Q4: 2,743 shares; 2026Q1: 3,150 shares 3,150 $1.03M 0.09% +407 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: restricted; 2024Q4: 1,884 shares; 2025Q1: 2,163 shares; 2025Q2: 2,928 shares; 2025Q3: 3,743 shares; 2025Q4: 2,942 shares; 2026Q1: 3,608 shares 3,608 $1.02M 0.09% +666 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,827 shares; 2025Q1: 9,318 shares; 2025Q2: 9,450 shares; 2025Q3: 12,646 shares; 2025Q4: 13,831 shares; 2026Q1: 15,330 shares 15,330 $1.02M 0.09% +1,499 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,604 shares; 2025Q2: 10,007 shares; 2025Q3: 13,809 shares; 2025Q4: 16,427 shares; 2026Q1: 19,801 shares 19,801 $1.02M 0.09% +3,374 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,108 shares; 2025Q1: 15,830 shares; 2025Q2: 16,584 shares; 2025Q3: 16,861 shares; 2025Q4: 17,087 shares; 2026Q1: 16,163 shares 16,163 $1.01M 0.09% -924 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,508 shares; 2025Q1: 9,775 shares; 2025Q2: 11,050 shares; 2025Q3: 12,755 shares; 2025Q4: 13,871 shares; 2026Q1: 13,452 shares 13,452 $1.01M 0.09% -419 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,205 shares; 2025Q2: 2,985 shares; 2025Q3: 3,051 shares; 2025Q4: 3,801 shares; 2026Q1: 2,372 shares 2,372 $1.01M 0.09% -1,429 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,103 shares; 2025Q1: 2,102 shares; 2025Q2: 793 shares; 2025Q3: 1,395 shares; 2025Q4: 1,844 shares; 2026Q1: 2,040 shares 2,040 $1M 0.09% +196 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,766 shares; 2025Q1: 5,275 shares; 2025Q2: 5,630 shares; 2025Q3: 6,198 shares; 2025Q4: 6,533 shares; 2026Q1: 7,010 shares 7,010 $1M 0.09% +477 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,389 shares; 2025Q3: 3,620 shares; 2025Q4: 5,398 shares; 2026Q1: 7,563 shares 7,563 $990K 0.08% +2,165 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,716 shares; 2025Q1: 3,904 shares; 2025Q2: 2,829 shares; 2025Q3: 4,232 shares; 2025Q4: 5,344 shares; 2026Q1: 7,487 shares 7,487 $990K 0.08% +2,143 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,958 shares; 2025Q1: not reported; 2025Q2: 5,777 shares; 2025Q3: 7,428 shares; 2025Q4: 8,980 shares; 2026Q1: 9,987 shares 9,987 $989K 0.08% +1,007 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,181 shares; 2025Q1: 14,528 shares; 2025Q2: 12,579 shares; 2025Q3: 23,140 shares; 2025Q4: 26,467 shares; 2026Q1: 35,198 shares 35,198 $988K 0.08% +8,731 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: restricted; 2024Q4: 8,343 shares; 2025Q1: 9,655 shares; 2025Q2: 10,780 shares; 2025Q3: 13,202 shares; 2025Q4: 11,394 shares; 2026Q1: 13,611 shares 13,611 $985K 0.08% +2,217 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,623 shares; 2025Q1: 4,251 shares; 2025Q2: 3,395 shares; 2025Q3: 4,648 shares; 2025Q4: 4,989 shares; 2026Q1: 5,344 shares 5,344 $973K 0.08% +355 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,853 shares; 2025Q1: 16,348 shares; 2025Q2: 20,699 shares; 2025Q3: 20,976 shares; 2025Q4: 14,002 shares; 2026Q1: 19,301 shares 19,301 $969K 0.08% +5,299 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,868 shares; 2025Q1: 19,208 shares; 2025Q2: 20,060 shares; 2025Q3: 21,092 shares; 2025Q4: 22,827 shares; 2026Q1: 23,434 shares 23,434 $962K 0.08% +607 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,075 shares; 2025Q1: 12,178 shares; 2025Q2: 17,407 shares; 2025Q3: 16,046 shares; 2025Q4: 19,109 shares; 2026Q1: 19,648 shares 19,648 $961K 0.08% +539 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,596 shares; 2025Q1: 1,787 shares; 2025Q2: 2,193 shares; 2025Q3: 2,630 shares; 2025Q4: 2,541 shares; 2026Q1: 2,901 shares 2,901 $960K 0.08% +360 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,463 shares; 2025Q1: 18,154 shares; 2025Q2: 19,805 shares; 2025Q3: 20,921 shares; 2025Q4: 18,771 shares; 2026Q1: 19,822 shares 19,822 $951K 0.08% +1,051 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,721 shares; 2025Q1: 1,622 shares; 2025Q2: 1,526 shares; 2025Q3: 1,847 shares; 2025Q4: 2,236 shares; 2026Q1: 3,366 shares 3,366 $950K 0.08% +1,130 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,670 shares; 2025Q1: 1,934 shares; 2025Q2: 2,897 shares; 2025Q3: 3,439 shares; 2025Q4: 3,474 shares; 2026Q1: 3,569 shares 3,569 $949K 0.08% +95 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,844 shares; 2025Q1: 26,843 shares; 2025Q2: 21,705 shares; 2025Q3: 23,573 shares; 2025Q4: 21,649 shares; 2026Q1: 37,280 shares 37,280 $942K 0.08% +15,631 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,454 shares; 2025Q1: 8,773 shares; 2025Q2: 7,413 shares; 2025Q3: 7,625 shares; 2025Q4: 12,571 shares; 2026Q1: 7,954 shares 7,954 $941K 0.08% -4,617 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: restricted; 2024Q4: 1,359 shares; 2025Q1: 2,137 shares; 2025Q2: 2,602 shares; 2025Q3: 3,259 shares; 2025Q4: 2,391 shares; 2026Q1: 3,520 shares 3,520 $939K 0.08% +1,129 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,568 shares; 2025Q1: 2,873 shares; 2025Q2: 2,545 shares; 2025Q3: 2,874 shares; 2025Q4: 2,921 shares; 2026Q1: 3,240 shares 3,240 $930K 0.08% +319 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,795 shares; 2025Q1: 2,082 shares; 2025Q2: 2,300 shares; 2025Q3: 2,960 shares; 2025Q4: 3,020 shares; 2026Q1: 3,327 shares 3,327 $929K 0.08% +307 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,073 shares; 2025Q1: 5,468 shares; 2025Q2: 6,606 shares; 2025Q3: 6,903 shares; 2025Q4: 6,199 shares; 2026Q1: 5,469 shares 5,469 $925K 0.08% -730 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,546 shares; 2025Q1: 3,957 shares; 2025Q2: 4,644 shares; 2025Q3: 4,578 shares; 2025Q4: 3,960 shares; 2026Q1: 4,608 shares 4,608 $913K 0.08% +648 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,296 shares; 2025Q1: 2,296 shares; 2025Q2: 3,148 shares; 2025Q3: 3,149 shares; 2025Q4: 3,150 shares; 2026Q1: 3,149 shares 3,149 $906K 0.08% -1 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,559 shares; 2025Q1: 18,868 shares; 2025Q2: 20,896 shares; 2025Q3: 20,727 shares; 2025Q4: 22,455 shares; 2026Q1: 24,903 shares 24,903 $898K 0.08% +2,448 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,001 shares; 2025Q1: 2,588 shares; 2025Q2: 2,974 shares; 2025Q3: 3,189 shares; 2025Q4: 3,386 shares; 2026Q1: 3,490 shares 3,490 $888K 0.08% +104 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 503 shares; 2025Q1: 599 shares; 2025Q2: 700 shares; 2025Q3: 741 shares; 2025Q4: 685 shares; 2026Q1: 757 shares 757 $877K 0.07% +72 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,767 shares; 2025Q1: 26,786 shares; 2025Q2: 27,098 shares; 2025Q3: 25,228 shares; 2025Q4: 23,505 shares; 2026Q1: 20,837 shares 20,837 $875K 0.07% -2,668 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,051 shares; 2025Q1: 1,690 shares; 2025Q2: 2,358 shares; 2025Q3: 2,396 shares; 2025Q4: 2,438 shares; 2026Q1: 2,200 shares 2,200 $872K 0.07% -238 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,421 shares; 2025Q1: 7,421 shares; 2025Q2: 7,321 shares; 2025Q3: 7,185 shares; 2025Q4: 7,185 shares; 2026Q1: 7,315 shares 7,315 $868K 0.07% +130 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,703 shares; 2025Q1: 54,523 shares; 2025Q2: 58,890 shares; 2025Q3: 55,313 shares; 2025Q4: 59,311 shares; 2026Q1: 55,356 shares 55,356 $866K 0.07% -3,955 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,638 shares; 2025Q1: 26,506 shares; 2025Q2: 25,635 shares; 2025Q3: 25,506 shares; 2025Q4: 25,657 shares; 2026Q1: 26,265 shares 26,265 $865K 0.07% +608 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,567 shares; 2025Q1: 5,056 shares; 2025Q2: 5,745 shares; 2025Q3: 6,653 shares; 2025Q4: 6,537 shares; 2026Q1: 5,752 shares 5,752 $864K 0.07% -785 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,506 shares; 2025Q1: 3,673 shares; 2025Q2: 3,988 shares; 2025Q3: 4,311 shares; 2025Q4: 4,949 shares; 2026Q1: 4,950 shares 4,950 $858K 0.07% +1 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,830 shares; 2025Q2: 10,830 shares; 2025Q3: 12,389 shares; 2025Q4: 12,328 shares; 2026Q1: 12,019 shares 12,019 $852K 0.07% -309 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,719 shares; 2025Q4: 3,884 shares; 2026Q1: 4,003 shares 4,003 $846K 0.07% +119 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,505 shares; 2025Q1: 6,366 shares; 2025Q2: 6,823 shares; 2025Q3: 7,326 shares; 2025Q4: 7,956 shares; 2026Q1: 8,722 shares 8,722 $837K 0.07% +766 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,753 shares; 2025Q1: 3,282 shares; 2025Q2: 3,560 shares; 2025Q3: 4,395 shares; 2025Q4: 4,872 shares; 2026Q1: 5,758 shares 5,758 $836K 0.07% +886 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,978 shares; 2025Q1: 9,651 shares; 2025Q2: 8,212 shares; 2025Q3: 7,714 shares; 2025Q4: 7,825 shares; 2026Q1: 7,801 shares 7,801 $831K 0.07% -24 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,273 shares; 2025Q1: 6,780 shares; 2025Q2: 7,481 shares; 2025Q3: 8,556 shares; 2025Q4: 14,345 shares; 2026Q1: 9,781 shares 9,781 $830K 0.07% -4,564 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,441 shares; 2025Q1: 5,424 shares; 2025Q2: 5,434 shares; 2025Q3: 6,462 shares; 2025Q4: 7,097 shares; 2026Q1: 7,008 shares 7,008 $824K 0.07% -89 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,489 shares; 2025Q4: 3,806 shares; 2026Q1: 4,551 shares 4,551 $817K 0.07% +745 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,002 shares; 2025Q1: 16,626 shares; 2025Q2: 15,712 shares; 2025Q3: 18,067 shares; 2025Q4: 18,944 shares; 2026Q1: 25,785 shares 25,785 $812K 0.07% +6,841 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,375 shares; 2025Q1: 9,180 shares; 2025Q2: 7,858 shares; 2025Q3: 8,299 shares; 2025Q4: 8,327 shares; 2026Q1: 8,751 shares 8,751 $812K 0.07% +424 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,950 shares; 2025Q1: 8,960 shares; 2025Q2: 7,707 shares; 2025Q3: 8,075 shares; 2025Q4: 8,154 shares; 2026Q1: 8,183 shares 8,183 $789K 0.07% +29 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 419 shares; 2025Q2: 413 shares; 2025Q3: 430 shares; 2025Q4: 433 shares; 2026Q1: 533 shares 533 $785K 0.07% +100 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,668 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,047 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares 1,112 $776K 0.07% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,873 shares; 2025Q3: 2,884 shares; 2025Q4: 2,876 shares; 2026Q1: 3,135 shares 3,135 $775K 0.07% +259 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: 3,763 shares; 2025Q4: 6,170 shares; 2026Q1: 8,377 shares 8,377 $773K 0.07% +2,207 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,699 shares; 2025Q1: 6,525 shares; 2025Q2: 6,305 shares; 2025Q3: 6,303 shares; 2025Q4: 6,596 shares; 2026Q1: 6,614 shares 6,614 $748K 0.06% +18 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,751 shares; 2026Q1: 116,401 shares 116,401 $741K 0.06% +4,650 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,859 shares; 2025Q1: 9,682 shares; 2025Q2: 10,074 shares; 2025Q3: 11,057 shares; 2025Q4: 8,088 shares; 2026Q1: 11,089 shares 11,089 $721K 0.06% +3,001 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,420 shares; 2025Q1: 5,628 shares; 2025Q2: 5,075 shares; 2025Q3: 6,402 shares; 2025Q4: 6,859 shares; 2026Q1: 7,969 shares 7,969 $714K 0.06% +1,110 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,058 shares; 2025Q1: 22,407 shares; 2025Q2: 25,026 shares; 2025Q3: 26,522 shares; 2025Q4: 26,407 shares; 2026Q1: 25,610 shares 25,610 $690K 0.06% -797 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,285 shares; 2025Q1: 3,117 shares; 2025Q2: 3,359 shares; 2025Q3: 3,758 shares; 2025Q4: not reported; 2026Q1: 7,126 shares 7,126 $687K 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,655 shares; 2025Q1: 10,992 shares; 2025Q2: 10,896 shares; 2025Q3: 12,737 shares; 2025Q4: 12,708 shares; 2026Q1: 13,120 shares 13,120 $682K 0.06% +412 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,788 shares; 2025Q1: 3,090 shares; 2025Q2: 3,119 shares; 2025Q3: 3,346 shares; 2025Q4: 3,289 shares; 2026Q1: 3,210 shares 3,210 $678K 0.06% -79 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,887 shares; 2025Q1: not reported; 2025Q2: 3,897 shares; 2025Q3: 4,115 shares; 2025Q4: 3,889 shares; 2026Q1: 4,504 shares 4,504 $677K 0.06% +615 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,059 shares; 2025Q1: 2,372 shares; 2025Q2: 3,120 shares; 2025Q3: 3,461 shares; 2025Q4: 3,603 shares; 2026Q1: 3,401 shares 3,401 $672K 0.06% -202 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: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,485 shares; 2025Q2: 4,713 shares; 2025Q3: 4,588 shares; 2025Q4: 4,588 shares; 2026Q1: 4,588 shares 4,588 $670K 0.06% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,266 shares; 2025Q1: 7,441 shares; 2025Q2: 7,883 shares; 2025Q3: 7,856 shares; 2025Q4: 7,857 shares; 2026Q1: 7,622 shares 7,622 $649K 0.06% -235 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,046 shares; 2025Q4: 7,342 shares; 2026Q1: 4,920 shares 4,920 $645K 0.05% -2,422 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,929 shares; 2025Q1: 9,136 shares; 2025Q2: 9,853 shares; 2025Q3: 11,659 shares; 2025Q4: 12,683 shares; 2026Q1: 12,668 shares 12,668 $642K 0.05% -15 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,526 shares; 2025Q1: 3,237 shares; 2025Q2: 2,669 shares; 2025Q3: 2,657 shares; 2025Q4: 2,554 shares; 2026Q1: 2,583 shares 2,583 $641K 0.05% +29 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,867 shares; 2025Q4: 12,812 shares; 2026Q1: 12,832 shares 12,832 $635K 0.05% +20 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: restricted; 2024Q4: 23,415 shares; 2025Q1: 13,326 shares; 2025Q2: 11,800 shares; 2025Q3: 19,890 shares; 2025Q4: 24,144 shares; 2026Q1: 25,619 shares 25,619 $634K 0.05% +1,475 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: restricted; 2024Q4: 4,715 shares; 2025Q1: 6,723 shares; 2025Q2: 7,414 shares; 2025Q3: 8,827 shares; 2025Q4: 9,828 shares; 2026Q1: 10,326 shares 10,326 $632K 0.05% +498 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 902 shares; 2025Q1: 986 shares; 2025Q2: 998 shares; 2025Q3: 1,008 shares; 2025Q4: 1,118 shares; 2026Q1: 1,430 shares 1,430 $624K 0.05% +312 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,014 shares; 2025Q1: 7,433 shares; 2025Q2: 8,809 shares; 2025Q3: 9,552 shares; 2025Q4: 9,276 shares; 2026Q1: 10,535 shares 10,535 $619K 0.05% +1,259 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,462 shares; 2025Q1: 5,562 shares; 2025Q2: 5,278 shares; 2025Q3: 6,191 shares; 2025Q4: 6,961 shares; 2026Q1: 5,465 shares 5,465 $596K 0.05% -1,496 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,676 shares; 2025Q1: 2,826 shares; 2025Q2: 2,988 shares; 2025Q3: 2,978 shares; 2025Q4: 2,570 shares; 2026Q1: 2,368 shares 2,368 $593K 0.05% -202 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,426 shares; 2025Q1: 5,165 shares; 2025Q2: 5,766 shares; 2025Q3: 6,068 shares; 2025Q4: 5,704 shares; 2026Q1: 7,246 shares 7,246 $592K 0.05% +1,542 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,518 shares; 2025Q4: 3,578 shares; 2026Q1: 4,339 shares 4,339 $590K 0.05% +761 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,487 shares; 2025Q3: 6,922 shares; 2025Q4: 9,050 shares; 2026Q1: 8,182 shares 8,182 $588K 0.05% -868 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,444 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,712 shares; 2026Q1: 4,640 shares 4,640 $586K 0.05% +928 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,176 shares; 2025Q1: 5,590 shares; 2025Q2: 6,407 shares; 2025Q3: 6,611 shares; 2025Q4: 6,716 shares; 2026Q1: 6,969 shares 6,969 $582K 0.05% +253 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 313 shares; 2025Q4: 666 shares; 2026Q1: 438 shares 438 $579K 0.05% -228 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: restricted; 2024Q4: 1,620 shares; 2025Q1: 1,716 shares; 2025Q2: 1,798 shares; 2025Q3: 2,101 shares; 2025Q4: 1,802 shares; 2026Q1: 1,799 shares 1,799 $577K 0.05% -3 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,098 shares; 2025Q1: 6,488 shares; 2025Q2: 6,316 shares; 2025Q3: 6,629 shares; 2025Q4: 7,070 shares; 2026Q1: 7,149 shares 7,149 $575K 0.05% +79 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,303 shares; 2025Q1: 12,760 shares; 2025Q2: 15,299 shares; 2025Q3: 13,489 shares; 2025Q4: 13,957 shares; 2026Q1: 16,325 shares 16,325 $574K 0.05% +2,368 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,702 shares; 2025Q1: 1,912 shares; 2025Q2: 2,416 shares; 2025Q3: 2,803 shares; 2025Q4: 2,747 shares; 2026Q1: 2,392 shares 2,392 $573K 0.05% -355 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,947 shares; 2025Q1: 3,993 shares; 2025Q2: 4,032 shares; 2025Q3: 4,331 shares; 2025Q4: 4,330 shares; 2026Q1: 8,435 shares 8,435 $570K 0.05% +4,105 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 565 shares; 2026Q1: 830 shares 830 $566K 0.05% +265 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,035 shares; 2025Q1: 3,225 shares; 2025Q2: 2,840 shares; 2025Q3: 3,529 shares; 2025Q4: 3,045 shares; 2026Q1: 2,757 shares 2,757 $560K 0.05% -288 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,239 shares; 2025Q1: 5,871 shares; 2025Q2: 6,203 shares; 2025Q3: 7,506 shares; 2025Q4: 7,807 shares; 2026Q1: 7,845 shares 7,845 $560K 0.05% +38 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,063 shares; 2025Q2: 8,189 shares; 2025Q3: 12,341 shares; 2025Q4: 12,188 shares; 2026Q1: 16,583 shares 16,583 $556K 0.05% +4,395 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,026 shares; 2025Q1: 13,427 shares; 2025Q2: 13,341 shares; 2025Q3: 18,509 shares; 2025Q4: 19,060 shares; 2026Q1: 21,121 shares 21,121 $547K 0.05% +2,061 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,457 shares; 2025Q4: 2,752 shares; 2026Q1: 4,162 shares 4,162 $545K 0.05% +1,410 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,778 shares; 2025Q1: 4,646 shares; 2025Q2: 3,724 shares; 2025Q3: 4,638 shares; 2025Q4: 5,463 shares; 2026Q1: 4,195 shares 4,195 $540K 0.05% -1,268 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,969 shares; 2025Q1: 6,832 shares; 2025Q2: 7,397 shares; 2025Q3: 9,141 shares; 2025Q4: 13,051 shares; 2026Q1: 11,145 shares 11,145 $539K 0.05% -1,906 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,739 shares; 2025Q1: 2,770 shares; 2025Q2: 1,948 shares; 2025Q3: 2,154 shares; 2025Q4: 2,638 shares; 2026Q1: 2,206 shares 2,206 $536K 0.05% -432 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,887 shares; 2025Q4: 2,054 shares; 2026Q1: 2,493 shares 2,493 $534K 0.05% +439 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,268 shares; 2025Q2: 4,555 shares; 2025Q3: 5,684 shares; 2025Q4: 6,159 shares; 2026Q1: 6,646 shares 6,646 $532K 0.05% +487 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,597 shares; 2025Q4: 2,577 shares; 2026Q1: 3,377 shares 3,377 $531K 0.05% +800 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares; 2026Q1: 1,471 shares 1,471 $524K 0.04% +621 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,967 shares; 2025Q2: 3,385 shares; 2025Q3: 4,800 shares; 2025Q4: 5,365 shares; 2026Q1: 6,020 shares 6,020 $522K 0.04% +655 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,715 shares; 2025Q1: 2,049 shares; 2025Q2: 2,361 shares; 2025Q3: 2,602 shares; 2025Q4: 2,574 shares; 2026Q1: 3,021 shares 3,021 $521K 0.04% +447 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 523 shares; 2025Q1: 551 shares; 2025Q2: 578 shares; 2025Q3: 719 shares; 2025Q4: 721 shares; 2026Q1: 712 shares 712 $519K 0.04% -9 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,289 shares; 2025Q1: 5,010 shares; 2025Q2: 5,010 shares; 2025Q3: 5,096 shares; 2025Q4: 5,066 shares; 2026Q1: 5,306 shares 5,306 $516K 0.04% +240 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,434 shares; 2025Q4: 3,601 shares; 2026Q1: 7,402 shares 7,402 $514K 0.04% +3,801 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,635 shares; 2025Q2: 4,038 shares; 2025Q3: 5,662 shares; 2025Q4: 5,395 shares; 2026Q1: 7,741 shares 7,741 $511K 0.04% +2,346 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: not reported; 2026Q1: 1,428 shares 1,428 $511K 0.04% new 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: restricted; 2024Q4: 352 shares; 2025Q1: 512 shares; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 460 shares; 2026Q1: 660 shares 660 $510K 0.04% +200 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,085 shares 3,085 $506K 0.04% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 2,181 shares; 2026Q1: 1,496 shares 1,496 $506K 0.04% -685 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 954 shares; 2025Q1: 1,068 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 1,360 shares; 2026Q1: 1,478 shares 1,478 $502K 0.04% +118 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,691 shares; 2025Q1: 5,836 shares; 2025Q2: 5,644 shares; 2025Q3: 4,442 shares; 2025Q4: 5,585 shares; 2026Q1: 6,297 shares 6,297 $501K 0.04% +712 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: 2,634 shares; 2026Q1: 2,904 shares 2,904 $501K 0.04% +270 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,144 shares; 2025Q1: 2,470 shares; 2025Q2: 3,310 shares; 2025Q3: 3,964 shares; 2025Q4: 3,196 shares; 2026Q1: 3,654 shares 3,654 $497K 0.04% +458 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,914 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares; 2025Q4: 11,882 shares; 2026Q1: 11,882 shares 11,882 $497K 0.04% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,887 shares 13,887 $496K 0.04% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,117 shares; 2025Q4: 5,762 shares; 2026Q1: 7,954 shares 7,954 $492K 0.04% +2,192 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,155 shares; 2025Q4: 3,877 shares; 2026Q1: 4,273 shares 4,273 $485K 0.04% +396 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,281 shares; 2025Q4: 1,457 shares; 2026Q1: 2,340 shares 2,340 $484K 0.04% +883 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,304 shares; 2026Q1: 1,857 shares 1,857 $483K 0.04% +553 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,908 shares; 2026Q1: 2,934 shares 2,934 $480K 0.04% +26 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,610 shares; 2025Q1: not reported; 2025Q2: 2,195 shares; 2025Q3: 2,675 shares; 2025Q4: not reported; 2026Q1: 3,674 shares 3,674 $477K 0.04% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,162 shares; 2025Q1: 9,790 shares; 2025Q2: 11,160 shares; 2025Q3: 24,211 shares; 2025Q4: 20,818 shares; 2026Q1: 20,879 shares 20,879 $474K 0.04% +61 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 304 shares; 2026Q1: 477 shares 477 $468K 0.04% +173 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: 3,523 shares; 2025Q3: 4,682 shares; 2025Q4: 4,496 shares; 2026Q1: 5,703 shares 5,703 $464K 0.04% +1,207 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,095 shares; 2026Q1: 2,289 shares 2,289 $462K 0.04% +194 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,205 shares; 2025Q1: 2,278 shares; 2025Q2: 2,221 shares; 2025Q3: 2,183 shares; 2025Q4: 2,731 shares; 2026Q1: 2,422 shares 2,422 $459K 0.04% -309 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,280 shares; 2025Q2: 1,182 shares; 2025Q3: 1,406 shares; 2025Q4: 1,264 shares; 2026Q1: 1,547 shares 1,547 $449K 0.04% +283 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,219 shares; 2025Q1: 14,968 shares; 2025Q2: 17,288 shares; 2025Q3: 17,274 shares; 2025Q4: 8,650 shares; 2026Q1: 15,581 shares 15,581 $447K 0.04% +6,931 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 752 shares; 2025Q4: 832 shares; 2026Q1: 1,286 shares 1,286 $444K 0.04% +454 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 3,310 shares; 2026Q1: 4,768 shares 4,768 $441K 0.04% +1,458 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares; 2026Q1: 6,897 shares 6,897 $439K 0.04% +1,544 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,094 shares; 2025Q1: 2,153 shares; 2025Q2: 2,187 shares; 2025Q3: 2,176 shares; 2025Q4: 2,193 shares; 2026Q1: 3,504 shares 3,504 $436K 0.04% +1,311 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,251 shares 12,251 $435K 0.04% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 2,178 shares; 2025Q4: 2,415 shares; 2026Q1: 2,886 shares 2,886 $435K 0.04% +471 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 2,350 shares; 2026Q1: 2,572 shares 2,572 $435K 0.04% +222 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares 3,714 $429K 0.04% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,827 shares; 2025Q4: 3,035 shares; 2026Q1: 3,611 shares 3,611 $428K 0.04% +576 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,472 shares; 2025Q1: 20,404 shares; 2025Q2: 27,624 shares; 2025Q3: 27,731 shares; 2025Q4: 23,415 shares; 2026Q1: 19,746 shares 19,746 $424K 0.04% -3,669 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,621 shares; 2025Q2: 1,617 shares; 2025Q3: 1,621 shares; 2025Q4: 3,196 shares; 2026Q1: 3,180 shares 3,180 $423K 0.04% -16 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 900 shares; 2026Q1: 1,285 shares 1,285 $420K 0.04% +385 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,146 shares; 2025Q1: 2,061 shares; 2025Q2: 1,999 shares; 2025Q3: 2,669 shares; 2025Q4: 2,973 shares; 2026Q1: 3,678 shares 3,678 $419K 0.04% +705 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,533 shares; 2025Q1: not reported; 2025Q2: 6,149 shares; 2025Q3: not reported; 2025Q4: 6,261 shares; 2026Q1: 6,741 shares 6,741 $417K 0.04% +480 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares; 2025Q4: 2,221 shares; 2026Q1: 3,051 shares 3,051 $413K 0.04% +830 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,336 shares; 2025Q1: 1,415 shares; 2025Q2: 1,432 shares; 2025Q3: 1,537 shares; 2025Q4: 1,447 shares; 2026Q1: 1,966 shares 1,966 $413K 0.04% +519 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,822 shares 8,822 $410K 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,424 shares; 2026Q1: 2,602 shares 2,602 $409K 0.03% +1,178 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,963 shares; 2025Q1: 12,249 shares; 2025Q2: 12,836 shares; 2025Q3: 14,268 shares; 2025Q4: 13,592 shares; 2026Q1: 12,230 shares 12,230 $408K 0.03% -1,362 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,497 shares; 2025Q1: 11,478 shares; 2025Q2: 12,805 shares; 2025Q3: 11,812 shares; 2025Q4: 13,820 shares; 2026Q1: 12,705 shares 12,705 $407K 0.03% -1,115 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,084 shares; 2025Q1: 3,815 shares; 2025Q2: 3,016 shares; 2025Q3: 3,986 shares; 2025Q4: 4,639 shares; 2026Q1: 4,160 shares 4,160 $406K 0.03% -479 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,108 shares; 2025Q4: 2,259 shares; 2026Q1: 3,786 shares 3,786 $404K 0.03% +1,527 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares 292 $403K 0.03% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,522 shares; 2026Q1: 3,459 shares 3,459 $397K 0.03% +937 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,558 shares; 2026Q1: 2,190 shares 2,190 $394K 0.03% +632 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,191 shares; 2025Q2: 1,273 shares; 2025Q3: 1,130 shares; 2025Q4: 2,050 shares; 2026Q1: 1,317 shares 1,317 $386K 0.03% -733 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58 shares 58 $382K 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 918 shares; 2025Q3: 898 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $381K 0.03% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,338 shares; 2025Q1: 7,228 shares; 2025Q2: 4,242 shares; 2025Q3: 5,263 shares; 2025Q4: 6,219 shares; 2026Q1: 8,248 shares 8,248 $378K 0.03% +2,029 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,328 shares; 2026Q1: 13,545 shares 13,545 $377K 0.03% +1,217 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,872 shares; 2026Q1: 5,182 shares 5,182 $377K 0.03% +310 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,403 shares; 2026Q1: 5,393 shares 5,393 $374K 0.03% +1,990 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 2,532 shares; 2026Q1: 3,874 shares 3,874 $374K 0.03% +1,342 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,536 shares; 2025Q1: 53,341 shares; 2025Q2: 46,683 shares; 2025Q3: 56,358 shares; 2025Q4: 53,928 shares; 2026Q1: 62,384 shares 62,384 $374K 0.03% +8,456 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 898 shares; 2025Q2: 909 shares; 2025Q3: 1,161 shares; 2025Q4: 1,142 shares; 2026Q1: 1,156 shares 1,156 $373K 0.03% +14 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,001 shares; 2025Q1: 15,293 shares; 2025Q2: 11,714 shares; 2025Q3: 13,626 shares; 2025Q4: 9,920 shares; 2026Q1: 11,120 shares 11,120 $369K 0.03% +1,200 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 944 shares; 2025Q1: not reported; 2025Q2: 2,091 shares; 2025Q3: 2,183 shares; 2025Q4: 2,272 shares; 2026Q1: 2,107 shares 2,107 $368K 0.03% -165 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,573 shares; 2025Q1: 14,328 shares; 2025Q2: 15,370 shares; 2025Q3: 14,983 shares; 2025Q4: 14,780 shares; 2026Q1: 14,642 shares 14,642 $363K 0.03% -138 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 813 shares; 2025Q4: 829 shares; 2026Q1: 844 shares 844 $360K 0.03% +15 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,810 shares; 2025Q1: 3,978 shares; 2025Q2: 2,868 shares; 2025Q3: 1,679 shares; 2025Q4: 3,863 shares; 2026Q1: 1,801 shares 1,801 $357K 0.03% -2,062 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,927 shares; 2026Q1: 5,970 shares 5,970 $350K 0.03% +43 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,144 shares; 2025Q1: 7,231 shares; 2025Q2: 7,483 shares; 2025Q3: 7,056 shares; 2025Q4: 7,060 shares; 2026Q1: 8,996 shares 8,996 $346K 0.03% +1,936 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,106 shares; 2025Q3: 4,162 shares; 2025Q4: 4,219 shares; 2026Q1: 4,726 shares 4,726 $344K 0.03% +507 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,557 shares; 2025Q2: 3,486 shares; 2025Q3: 3,479 shares; 2025Q4: 3,279 shares; 2026Q1: 3,425 shares 3,425 $340K 0.03% +146 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,657 shares; 2026Q1: 1,838 shares 1,838 $337K 0.03% +181 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,135 shares; 2025Q1: 5,067 shares; 2025Q2: 4,347 shares; 2025Q3: 4,703 shares; 2025Q4: 4,627 shares; 2026Q1: 3,871 shares 3,871 $336K 0.03% -756 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,163 shares; 2026Q1: 1,310 shares 1,310 $328K 0.03% +147 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,076 shares; 2025Q4: 3,049 shares; 2026Q1: 3,410 shares 3,410 $327K 0.03% +361 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,793 shares; 2026Q1: 5,279 shares 5,279 $327K 0.03% +486 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares; 2026Q1: 1,415 shares 1,415 $327K 0.03% +413 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,583 shares 3,583 $326K 0.03% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,565 shares; 2025Q3: 8,886 shares; 2025Q4: 9,379 shares; 2026Q1: 10,552 shares 10,552 $324K 0.03% +1,173 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,653 shares 2,653 $322K 0.03% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,631 shares; 2026Q1: 3,763 shares 3,763 $321K 0.03% +1,132 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,077 shares; 2025Q4: 1,232 shares; 2026Q1: 1,494 shares 1,494 $311K 0.03% +262 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares; 2026Q1: 904 shares 904 $310K 0.03% +295 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,560 shares; 2025Q2: 3,934 shares; 2025Q3: 5,851 shares; 2025Q4: 4,882 shares; 2026Q1: 4,751 shares 4,751 $307K 0.03% -131 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,193 shares; 2025Q1: 6,939 shares; 2025Q2: 8,434 shares; 2025Q3: 7,135 shares; 2025Q4: 6,771 shares; 2026Q1: 6,529 shares 6,529 $306K 0.03% -242 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,004 shares; 2025Q4: not reported; 2026Q1: 2,117 shares 2,117 $306K 0.03% new Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,149 shares; 2025Q1: 7,554 shares; 2025Q2: 6,128 shares; 2025Q3: 6,115 shares; 2025Q4: 6,110 shares; 2026Q1: 5,996 shares 5,996 $302K 0.03% -114 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,184 shares; 2025Q4: 1,328 shares; 2026Q1: 1,461 shares 1,461 $301K 0.03% +133 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,410 shares; 2026Q1: 1,419 shares 1,419 $300K 0.03% +9 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: restricted; 2024Q4: not reported; 2025Q1: 9,243 shares; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 5,284 shares; 2026Q1: 5,291 shares 5,291 $299K 0.03% +7 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,009 shares; 2026Q1: 5,568 shares 5,568 $296K 0.03% +1,559 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,206 shares; 2026Q1: 11,284 shares 11,284 $296K 0.03% +3,078 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,595 shares; 2025Q4: 1,513 shares; 2026Q1: 1,898 shares 1,898 $295K 0.03% +385 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,555 shares; 2025Q1: 2,718 shares; 2025Q2: 1,918 shares; 2025Q3: 2,312 shares; 2025Q4: not reported; 2026Q1: 2,845 shares 2,845 $295K 0.03% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,211 shares 5,211 $294K 0.03% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,365 shares 6,365 $293K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 1,630 shares; 2026Q1: 2,508 shares 2,508 $288K 0.02% +878 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 988 shares 988 $288K 0.02% +280 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,816 shares; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: 4,124 shares; 2025Q4: 4,339 shares; 2026Q1: 4,788 shares 4,788 $288K 0.02% +449 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,795 shares; 2025Q2: 3,795 shares; 2025Q3: 3,795 shares; 2025Q4: 3,795 shares; 2026Q1: 3,795 shares 3,795 $285K 0.02% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: 384 shares 384 $280K 0.02% +1 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,193 shares; 2026Q1: 18,500 shares 18,500 $278K 0.02% +7,307 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,602 shares 1,602 $278K 0.02% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,193 shares 5,193 $277K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,994 shares; 2025Q4: 2,037 shares; 2026Q1: 2,513 shares 2,513 $276K 0.02% +476 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,875 shares; 2026Q1: 19,322 shares 19,322 $275K 0.02% -553 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,968 shares; 2025Q2: 5,727 shares; 2025Q3: 4,354 shares; 2025Q4: 4,168 shares; 2026Q1: 4,655 shares 4,655 $275K 0.02% +487 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,289 shares; 2026Q1: 1,189 shares 1,189 $273K 0.02% -1,100 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,860 shares 2,860 $273K 0.02% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,822 shares; 2025Q1: 14,807 shares; 2025Q2: 15,627 shares; 2025Q3: 17,064 shares; 2025Q4: 16,724 shares; 2026Q1: 14,486 shares 14,486 $273K 0.02% -2,238 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,440 shares; 2025Q1: 2,433 shares; 2025Q2: 2,422 shares; 2025Q3: 2,820 shares; 2025Q4: 2,407 shares; 2026Q1: 2,400 shares 2,400 $269K 0.02% -7 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,324 shares 20,324 $267K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,591 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares; 2026Q1: 5,515 shares 5,515 $267K 0.02% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,140 shares; 2026Q1: 15,971 shares 15,971 $267K 0.02% +5,831 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 409 shares; 2026Q1: 496 shares 496 $267K 0.02% +87 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 829 shares 829 $267K 0.02% new Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,434 shares; 2025Q1: 27,578 shares; 2025Q2: 21,704 shares; 2025Q3: 25,067 shares; 2025Q4: 24,064 shares; 2026Q1: 23,684 shares 23,684 $265K 0.02% -380 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,051 shares; 2025Q4: 1,911 shares; 2026Q1: 1,909 shares 1,909 $264K 0.02% -2 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares 883 $262K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,619 shares; 2025Q1: 5,633 shares; 2025Q2: 6,024 shares; 2025Q3: 7,018 shares; 2025Q4: 5,640 shares; 2026Q1: 5,790 shares 5,790 $262K 0.02% +150 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,714 shares; 2026Q1: 2,658 shares 2,658 $261K 0.02% -56 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,833 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 733 shares 733 $261K 0.02% +151 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,465 shares; 2026Q1: 3,470 shares 3,470 $261K 0.02% +5 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,349 shares 1,349 $259K 0.02% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,581 shares; 2026Q1: 2,185 shares 2,185 $258K 0.02% +604 Timeline CFBK CF BANKSHARES INC More: the full row for CF BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,090 shares; 2026Q1: 9,090 shares 9,090 $254K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,583 shares; 2025Q2: 2,649 shares; 2025Q3: 2,603 shares; 2025Q4: 2,603 shares; 2026Q1: 2,603 shares 2,603 $253K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 587 shares 587 $253K 0.02% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,129 shares; 2025Q1: 5,647 shares; 2025Q2: 4,785 shares; 2025Q3: 4,772 shares; 2025Q4: 4,850 shares; 2026Q1: 5,027 shares 5,027 $252K 0.02% +177 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares 229 $250K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 4,624 shares; 2025Q4: not reported; 2026Q1: 4,333 shares 4,333 $250K 0.02% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,215 shares 2,215 $249K 0.02% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 923 shares; 2025Q2: 1,183 shares; 2025Q3: 1,170 shares; 2025Q4: not reported; 2026Q1: 1,444 shares 1,444 $249K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,641 shares; 2025Q1: 1,641 shares; 2025Q2: 1,638 shares; 2025Q3: 1,673 shares; 2025Q4: 1,673 shares; 2026Q1: 1,672 shares 1,672 $248K 0.02% -1 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares; 2025Q3: 3,016 shares; 2025Q4: 2,804 shares; 2026Q1: 2,804 shares 2,804 $246K 0.02% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,572 shares; 2026Q1: 2,621 shares 2,621 $245K 0.02% +49 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,522 shares; 2025Q1: 9,376 shares; 2025Q2: 6,052 shares; 2025Q3: 6,002 shares; 2025Q4: 5,916 shares; 2026Q1: 5,767 shares 5,767 $245K 0.02% -149 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,351 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares 1,201 $245K 0.02% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,508 shares 4,508 $245K 0.02% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,052 shares; 2026Q1: 4,623 shares 4,623 $244K 0.02% +571 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,370 shares; 2025Q4: 10,269 shares; 2026Q1: 13,843 shares 13,843 $243K 0.02% +3,574 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,916 shares 1,916 $242K 0.02% new Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,628 shares; 2025Q1: 1,628 shares; 2025Q2: 1,378 shares; 2025Q3: 459 shares; 2025Q4: 1,163 shares; 2026Q1: 459 shares 459 $240K 0.02% -704 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357 shares; 2025Q4: 388 shares; 2026Q1: 445 shares 445 $240K 0.02% +57 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,010 shares 3,010 $239K 0.02% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,361 shares 2,361 $238K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 2,232 shares; 2026Q1: 3,412 shares 3,412 $236K 0.02% +1,180 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,180 shares; 2025Q1: 13,492 shares; 2025Q2: 11,885 shares; 2025Q3: 11,345 shares; 2025Q4: not reported; 2026Q1: 10,600 shares 10,600 $236K 0.02% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,205 shares 1,205 $234K 0.02% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,657 shares 1,657 $234K 0.02% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares 321 $234K 0.02% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,071 shares 7,071 $229K 0.02% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,817 shares 1,817 $229K 0.02% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,978 shares 1,978 $228K 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 902 shares; 2025Q4: not reported; 2026Q1: 1,038 shares 1,038 $227K 0.02% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,636 shares 3,636 $227K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 521 shares 521 $226K 0.02% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 589 shares; 2026Q1: 715 shares 715 $225K 0.02% +126 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,669 shares 3,669 $224K 0.02% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,175 shares 1,175 $223K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,537 shares 4,537 $222K 0.02% new 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: restricted; 2024Q4: 1,745 shares; 2025Q1: 1,771 shares; 2025Q2: 1,785 shares; 2025Q3: 1,784 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares 1,214 $220K 0.02% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,069 shares; 2025Q3: 4,748 shares; 2025Q4: 4,757 shares; 2026Q1: 4,757 shares 4,757 $220K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,849 shares 2,849 $218K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 690 shares; 2026Q1: 693 shares 693 $217K 0.02% +3 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,934 shares 2,934 $217K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 724 shares 724 $215K 0.02% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,191 shares 3,191 $214K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 512 shares; 2026Q1: 481 shares 481 $214K 0.02% -31 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares; 2026Q1: 1,455 shares 1,455 $213K 0.02% +11 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,664 shares 8,664 $212K 0.02% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,428 shares 2,428 $209K 0.02% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,557 shares 8,557 $208K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,480 shares 2,480 $208K 0.02% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 643 shares 643 $208K 0.02% new Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: not reported; 2026Q1: 3,026 shares 3,026 $207K 0.02% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,185 shares 11,185 $205K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 433 shares 433 $205K 0.02% new Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,703 shares 7,703 $204K 0.02% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares 1,836 $203K 0.02% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,400 shares 4,400 $202K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,321 shares 1,321 $202K 0.02% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,649 shares; 2025Q2: 10,702 shares; 2025Q3: 11,618 shares; 2025Q4: 11,880 shares; 2026Q1: 14,877 shares 14,877 $168K 0.01% +2,997 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,324 shares; 2025Q3: 18,058 shares; 2025Q4: 18,058 shares; 2026Q1: 18,058 shares 18,058 $168K 0.01% 0 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,911 shares; 2026Q1: 12,891 shares 12,891 $158K 0.01% -20 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,101 shares; 2025Q2: 10,162 shares; 2025Q3: 13,854 shares; 2025Q4: 14,377 shares; 2026Q1: 20,995 shares 20,995 $146K 0.01% +6,618 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,161 shares 138,161 $117K 0.01% new Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,015 shares 12,015 $71.2K 0.01% new Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,139 shares; 2025Q3: 15,600 shares; 2025Q4: 14,608 shares; 2026Q1: 14,608 shares 14,608 $70.3K 0.01% 0 Timeline CTKB CYTEK BIOSCIENCES INC More: the full row for CYTEK BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,962 shares; 2025Q3: 12,962 shares; 2025Q4: 12,962 shares; 2026Q1: 12,962 shares 12,962 $56.6K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,065 shares 11,065 $55.7K <0.01% new Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,113 shares 11,113 $35.8K <0.01% new Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $30.8K <0.01% new Timeline LESLQ LESLIES INC More: the full row for LESLIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,208 shares 22,208 $24.9K <0.01% new Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,546 shares 12,546 $22.1K <0.01% new Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,433 shares 10,433 $21K <0.01% new Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,056 shares 11,056 $16K <0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,300 shares 11,300 $6.24K <0.01% new Timeline