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; 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; 2026Q2: 896,315 shares 896,315 $195M 12.5% +43,436 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; 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; 2026Q2: 2,069,696 shares 2,069,696 $178M 11.41% +1,744,039 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; 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; 2026Q2: 216,074 shares 216,074 $66.2M 4.23% +172,004 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; 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; 2026Q2: 174,721 shares 174,721 $64.7M 4.14% -5,172 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; 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; 2026Q2: 538,759 shares 538,759 $64.2M 4.11% +493,819 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; 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; 2026Q2: 319,994 shares 319,994 $63.2M 4.05% +256,595 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; 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; 2026Q2: 255,385 shares 255,385 $62.1M 3.97% +198,989 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 197,086 shares 197,086 $57M 3.65% +55,929 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; 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; 2026Q2: 1,206,275 shares 1,206,275 $49.8M 3.18% +174,383 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 240,854 shares 240,854 $48.2M 3.08% -10,003 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; 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; 2026Q2: 381,781 shares 381,781 $29.3M 1.87% +13,494 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; 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; 2026Q2: 656,464 shares 656,464 $26.4M 1.69% +65,576 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 57,855 shares 57,855 $21.6M 1.38% -4,647 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; 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; 2026Q2: 73,488 shares 73,488 $17.5M 1.12% -1,597 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 46,971 shares 46,971 $16.8M 1.07% -892 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 41,600 shares 41,600 $14.7M 0.94% -554 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 35,919 shares 35,919 $13.6M 0.87% -3,586 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; 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; 2026Q2: 11,201 shares 11,201 $12.9M 0.83% -766 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; 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; 2026Q2: 210,158 shares 210,158 $12.5M 0.8% -8,570 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; 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; 2026Q2: 344,737 shares 344,737 $11.7M 0.75% -13,399 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; 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; 2026Q2: 400,094 shares 400,094 $11.6M 0.74% -21,881 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; 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; 2026Q2: 19,171 shares 19,171 $10.8M 0.69% -313 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; 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; 2026Q2: 18,209 shares 18,209 $10.6M 0.68% +953 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; 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; 2026Q2: 7,990 shares 7,990 $9.58M 0.61% -59 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,132 shares 22,132 $9.31M 0.6% +884 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; 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; 2026Q2: 27,883 shares 27,883 $9.13M 0.58% +909 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; 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; 2026Q2: 13,099 shares 13,099 $9M 0.58% +3,074 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; 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; 2026Q2: 16,672 shares 16,672 $8.34M 0.53% -230 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; 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; 2026Q2: 22,179 shares 22,179 $8.11M 0.52% -2,754 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; 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; 2026Q2: 10,084 shares 10,084 $7.29M 0.47% -847 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; 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; 2026Q2: 11,129 shares 11,129 $7.11M 0.45% -1,359 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; 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; 2026Q2: 72,654 shares 72,654 $7.01M 0.45% +7,286 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,328 shares 25,328 $6.37M 0.41% -1,078 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; 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; 2026Q2: 5,097 shares 5,097 $5.99M 0.38% -562 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,258 shares 5,258 $5.6M 0.36% -52 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; 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; 2026Q2: 39,836 shares 39,836 $5.45M 0.35% -2,699 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 38,872 shares 38,872 $5.43M 0.35% -857 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,991 shares; 2025Q4: 2,058 shares; 2026Q1: 2,394 shares; 2026Q2: 2,377 shares 2,377 $5.4M 0.35% -17 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 45,089 shares 45,089 $5.11M 0.33% -2,634 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; 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; 2026Q2: 11,528 shares 11,528 $5M 0.32% +71 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,771 shares 12,771 $4.77M 0.31% -1,559 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,334 shares 18,334 $4.66M 0.3% -1,256 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; 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; 2026Q2: 31,401 shares 31,401 $4.6M 0.29% -1,710 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,100 shares 6,100 $4.57M 0.29% -711 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; 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; 2026Q2: 38,518 shares 38,518 $4.52M 0.29% +1,237 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,148 shares 13,148 $4.51M 0.29% -1,973 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; 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; 2026Q2: 4,697 shares 4,697 $4.39M 0.28% -434 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; 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; 2026Q2: 123,969 shares 123,969 $4.32M 0.28% -3,549 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331,150 shares; 2025Q4: 466,216 shares; 2026Q1: 364,397 shares; 2026Q2: 288,018 shares 288,018 $4.25M 0.27% -76,379 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; 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; 2026Q2: 5,109 shares 5,109 $3.68M 0.24% -685 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; 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; 2026Q2: 98,643 shares 98,643 $3.64M 0.23% -9,817 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; 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; 2026Q2: 3,570 shares 3,570 $3.61M 0.23% -163 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; 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; 2026Q2: 36,356 shares 36,356 $3.11M 0.2% -6,470 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,996 shares 5,996 $3.08M 0.2% -889 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; 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; 2026Q2: 37,830 shares 37,830 $3.07M 0.2% +1,052 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; 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; 2026Q2: 10,087 shares 10,087 $3M 0.19% +100 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; 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; 2026Q2: 8,553 shares 8,553 $2.92M 0.19% -808 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; 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; 2026Q2: 91,241 shares 91,241 $2.89M 0.19% -275 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,305 shares; 2025Q3: 4,954 shares; 2025Q4: 8,264 shares; 2026Q1: 10,522 shares; 2026Q2: 8,581 shares 8,581 $2.87M 0.18% -1,941 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; 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; 2026Q2: 15,494 shares 15,494 $2.8M 0.18% +694 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; 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; 2026Q2: 6,732 shares 6,732 $2.8M 0.18% +1,385 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; 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; 2026Q2: 23,358 shares 23,358 $2.73M 0.17% -4,970 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 36,467 shares 36,467 $2.6M 0.17% -8,435 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,351 shares 13,351 $2.53M 0.16% -682 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; 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; 2026Q2: 44,011 shares 44,011 $2.51M 0.16% +93 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; 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; 2026Q2: 19,484 shares 19,484 $2.5M 0.16% -490 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; 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; 2026Q2: 3,185 shares 3,185 $2.43M 0.16% -346 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,479 shares 11,479 $2.4M 0.15% -834 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; 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; 2026Q2: 63,876 shares 63,876 $2.31M 0.15% -7,427 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; 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; 2026Q2: 5,803 shares 5,803 $2.3M 0.15% +110 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,138 shares 10,138 $2.3M 0.15% -258 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; 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; 2026Q2: 6,083 shares 6,083 $2.28M 0.15% +169 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; 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; 2026Q2: 31,199 shares 31,199 $2.22M 0.14% +581 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; 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; 2026Q2: 14,590 shares 14,590 $2.21M 0.14% -1,966 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; 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; 2026Q2: 6,921 shares 6,921 $2.2M 0.14% -603 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,938 shares 14,938 $2.19M 0.14% -399 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; 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; 2026Q2: 72,888 shares 72,888 $2.15M 0.14% -1,258 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,101 shares 22,101 $2.13M 0.14% -196 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; 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; 2026Q2: 7,582 shares 7,582 $2.13M 0.14% -732 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; 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; 2026Q2: 47,881 shares 47,881 $2.09M 0.13% +229 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; 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; 2026Q2: 2,809 shares 2,809 $2.07M 0.13% -194 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; 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; 2026Q2: 5,784 shares 5,784 $2.04M 0.13% +169 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; 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; 2026Q2: 25,891 shares 25,891 $2.02M 0.13% -712 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,896 shares 11,896 $1.97M 0.13% -1,353 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; 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; 2026Q2: 23,180 shares 23,180 $1.92M 0.12% -2,022 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 39,812 shares 39,812 $1.89M 0.12% +653 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; 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; 2026Q2: 2,521 shares 2,521 $1.88M 0.12% -8,678 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; 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; 2026Q2: 25,452 shares 25,452 $1.87M 0.12% -454 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,085 shares 5,085 $1.84M 0.12% -224 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; 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; 2026Q2: 10,374 shares 10,374 $1.76M 0.11% -394 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; 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; 2026Q2: 5,208 shares 5,208 $1.76M 0.11% +189 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; 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; 2026Q2: 5,873 shares 5,873 $1.75M 0.11% -42 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; 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; 2026Q2: 3,776 shares 3,776 $1.73M 0.11% -396 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; 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; 2026Q2: 21,358 shares 21,358 $1.72M 0.11% +16,117 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; 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; 2026Q2: 5,159 shares 5,159 $1.7M 0.11% +143 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,586 shares 12,586 $1.7M 0.11% -971 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 419 shares; 2025Q2: 413 shares; 2025Q3: 430 shares; 2025Q4: 433 shares; 2026Q1: 533 shares; 2026Q2: 5,589 shares 5,589 $1.69M 0.11% +5,056 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,523 shares 8,523 $1.69M 0.11% -362 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; 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; 2026Q2: 5,559 shares 5,559 $1.68M 0.11% -392 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,822 shares 6,822 $1.67M 0.11% +92 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; 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; 2026Q2: 23,279 shares 23,279 $1.63M 0.1% +1,487 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; 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; 2026Q2: 32,128 shares 32,128 $1.63M 0.1% +339 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; 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; 2026Q2: 3,237 shares 3,237 $1.59M 0.1% -506 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; 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; 2026Q2: 12,468 shares 12,468 $1.58M 0.1% -58 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; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 349 shares; 2025Q2: 374 shares; 2025Q3: 387 shares; 2025Q4: 437 shares; 2026Q1: 417 shares; 2026Q2: 8,724 shares 8,724 $1.55M 0.1% +8,307 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; 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; 2026Q2: 20,774 shares 20,774 $1.54M 0.1% -2,169 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,633 shares 5,633 $1.52M 0.1% -1,318 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,381 shares 2,381 $1.51M 0.1% -15 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; 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; 2026Q2: 5,842 shares 5,842 $1.49M 0.1% +80 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,976 shares 1,976 $1.49M 0.1% -268 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 31,219 shares 31,219 $1.48M 0.09% -1,905 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; 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; 2026Q2: 16,849 shares 16,849 $1.48M 0.09% -2,248 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,866 shares 2,866 $1.48M 0.09% -33 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,549 shares 60,549 $1.46M 0.09% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,365 shares 5,365 $1.44M 0.09% -997 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; 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; 2026Q2: 39,519 shares 39,519 $1.43M 0.09% +140 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; 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; 2026Q2: 3,582 shares 3,582 $1.42M 0.09% -632 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; 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; 2026Q2: 8,189 shares 8,189 $1.39M 0.09% +235 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,085 shares; 2026Q2: 3,195 shares 3,195 $1.38M 0.09% +110 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; 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; 2026Q2: 51,456 shares 51,456 $1.37M 0.09% -7,525 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; 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; 2026Q2: 14,536 shares 14,536 $1.36M 0.09% -794 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; 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; 2026Q2: 24,605 shares 24,605 $1.36M 0.09% -589 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,255 shares 6,255 $1.35M 0.09% +1,005 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; 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; 2026Q2: 32,757 shares 32,757 $1.35M 0.09% +11,497 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; 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; 2026Q2: 5,990 shares 5,990 $1.34M 0.09% -142 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; 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; 2026Q2: 3,740 shares 3,740 $1.31M 0.08% +374 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; 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; 2026Q2: 62,601 shares 62,601 $1.3M 0.08% -7,665 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,494 shares 2,494 $1.29M 0.08% -122 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; 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; 2026Q2: 13,894 shares 13,894 $1.28M 0.08% -191 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,447 shares 15,447 $1.28M 0.08% -100 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; 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; 2026Q2: 2,566 shares 2,566 $1.27M 0.08% +111 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; 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; 2026Q2: 16,323 shares 16,323 $1.25M 0.08% -1,021 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; 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; 2026Q2: 32,880 shares 32,880 $1.25M 0.08% -487 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,299 shares 13,299 $1.24M 0.08% -1,615 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; 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; 2026Q2: 5,226 shares 5,226 $1.24M 0.08% -12,870 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,353 shares 2,353 $1.23M 0.08% -46 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; 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; 2026Q2: 41,689 shares 41,689 $1.23M 0.08% +4,409 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; 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; 2026Q2: 4,619 shares 4,619 $1.23M 0.08% -81 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; 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; 2026Q2: 9,646 shares 9,646 $1.22M 0.08% -1,593 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; 2024Q3: restricted; 2024Q4: 968 shares; 2025Q1: 700 shares; 2025Q2: 1,012 shares; 2025Q3: 1,065 shares; 2025Q4: 1,125 shares; 2026Q1: 1,325 shares; 2026Q2: 1,240 shares 1,240 $1.21M 0.08% -85 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; 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; 2026Q2: 21,040 shares 21,040 $1.21M 0.08% -1,315 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,751 shares; 2026Q1: 116,401 shares; 2026Q2: 111,409 shares 111,409 $1.19M 0.08% -4,992 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 197 shares; 2025Q1: 846 shares; 2025Q2: 1,006 shares; 2025Q3: 1,285 shares; 2025Q4: 1,231 shares; 2026Q1: 1,548 shares; 2026Q2: 1,227 shares 1,227 $1.18M 0.08% -321 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,762 shares 12,762 $1.16M 0.07% -1,115 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; 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; 2026Q2: 4,257 shares 4,257 $1.16M 0.07% -38 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; 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; 2026Q2: 2,250 shares 2,250 $1.15M 0.07% +328 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; 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; 2026Q2: 5,385 shares 5,385 $1.15M 0.07% -186 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,986 shares 3,986 $1.13M 0.07% +259 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; 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; 2026Q2: 21,807 shares 21,807 $1.11M 0.07% -1,627 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,518 shares; 2025Q4: 3,578 shares; 2026Q1: 4,339 shares; 2026Q2: 4,339 shares 4,339 $1.11M 0.07% 0 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; 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; 2026Q2: 5,089 shares 5,089 $1.09M 0.07% +139 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,087 shares; 2025Q3: 5,052 shares; 2025Q4: 5,223 shares; 2026Q1: 6,017 shares; 2026Q2: 5,402 shares 5,402 $1.08M 0.07% -615 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; 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; 2026Q2: 9,615 shares 9,615 $1.08M 0.07% +2,489 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,759 shares 5,759 $1.06M 0.07% +1,564 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; 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; 2026Q2: 8,898 shares 8,898 $1.06M 0.07% +7,786 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,368 shares 3,368 $1.06M 0.07% +88 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; 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; 2026Q2: 6,861 shares 6,861 $1.06M 0.07% -1,873 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; 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; 2026Q2: 59,514 shares 59,514 $1.06M 0.07% +4,158 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; 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; 2026Q2: 3,131 shares 3,131 $1.04M 0.07% -18 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,843 shares 6,843 $1.04M 0.07% -167 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; 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; 2026Q2: 14,317 shares 14,317 $1.03M 0.07% -640 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,719 shares 6,719 $1.03M 0.07% -527 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,027 shares 3,027 $1.03M 0.07% -123 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,307 shares 2,307 $1.03M 0.07% +107 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,706 shares 4,706 $1.03M 0.07% +98 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; 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; 2026Q2: 1,939 shares 1,939 $1.02M 0.07% -111 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; 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; 2026Q2: 12,424 shares 12,424 $1.02M 0.07% +405 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 294 shares; 2025Q2: 312 shares; 2025Q3: 346 shares; 2025Q4: 334 shares; 2026Q1: 337 shares; 2026Q2: 316 shares 316 $1.01M 0.06% -21 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; 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; 2026Q2: 19,139 shares 19,139 $1.01M 0.06% -509 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; 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; 2026Q2: 8,772 shares 8,772 $1.01M 0.06% -271 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,887 shares; 2025Q4: 2,054 shares; 2026Q1: 2,493 shares; 2026Q2: 4,165 shares 4,165 $1.01M 0.06% +1,672 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; 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; 2026Q2: 3,641 shares 3,641 $1M 0.06% +121 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; 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; 2026Q2: 3,149 shares 3,149 $991K 0.06% -91 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,287 shares 7,287 $987K 0.06% -200 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; 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; 2026Q2: 20,403 shares 20,403 $985K 0.06% -434 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,301 shares 5,301 $978K 0.06% -451 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; 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; 2026Q2: 12,668 shares 12,668 $976K 0.06% -1,433 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; 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; 2026Q2: 23,821 shares 23,821 $975K 0.06% -2,929 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; 2024Q3: restricted; 2024Q4: 503 shares; 2025Q1: 599 shares; 2025Q2: 700 shares; 2025Q3: 741 shares; 2025Q4: 685 shares; 2026Q1: 757 shares; 2026Q2: 730 shares 730 $972K 0.06% -27 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; 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; 2026Q2: 25,392 shares 25,392 $966K 0.06% +489 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; 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; 2026Q2: 12,962 shares 12,962 $966K 0.06% -490 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; 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; 2026Q2: 1,924 shares 1,924 $965K 0.06% -116 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,648 shares 5,648 $961K 0.06% +179 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; 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; 2026Q2: 8,795 shares 8,795 $960K 0.06% -10,969 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,504 shares 9,504 $944K 0.06% -3,456 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; 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; 2026Q2: 19,288 shares 19,288 $939K 0.06% -534 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,028 shares 9,028 $939K 0.06% -248 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,389 shares; 2025Q3: 3,620 shares; 2025Q4: 5,398 shares; 2026Q1: 7,563 shares; 2026Q2: 6,283 shares 6,283 $918K 0.06% -1,280 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,413 shares 5,413 $915K 0.06% +69 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; 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; 2026Q2: 9,464 shares 9,464 $911K 0.06% +1,281 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; 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; 2026Q2: 4,130 shares 4,130 $911K 0.06% -221 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,308 shares 11,308 $904K 0.06% +5,011 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,604 shares 26,604 $903K 0.06% -3,063 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; 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; 2026Q2: 24,743 shares 24,743 $897K 0.06% -1,522 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; 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; 2026Q2: 25,463 shares 25,463 $893K 0.06% -322 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; 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; 2026Q2: 3,567 shares 3,567 $892K 0.06% +166 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,154 shares 19,154 $890K 0.06% -647 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,431 shares 6,431 $884K 0.06% -183 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; 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; 2026Q2: 6,299 shares 6,299 $864K 0.06% -709 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,444 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,712 shares; 2026Q1: 4,640 shares; 2026Q2: 4,877 shares 4,877 $860K 0.06% +237 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,753 shares 8,753 $844K 0.05% +2 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 2,854 shares; 2026Q1: 3,041 shares; 2026Q2: 1,715 shares 1,715 $841K 0.05% -1,326 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,014 shares 3,014 $840K 0.05% -555 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,313 shares 7,313 $835K 0.05% -2 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,823 shares 7,823 $833K 0.05% +22 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; 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; 2026Q2: 3,418 shares 3,418 $829K 0.05% -342 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; 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; 2026Q2: 3,145 shares 3,145 $819K 0.05% +10 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; 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; 2026Q2: 19,319 shares 19,319 $818K 0.05% +18 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,206 shares; 2026Q1: 11,284 shares; 2026Q2: 30,836 shares 30,836 $818K 0.05% +19,552 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; 2024Q3: restricted; 2024Q4: 523 shares; 2025Q1: 551 shares; 2025Q2: 578 shares; 2025Q3: 719 shares; 2025Q4: 721 shares; 2026Q1: 712 shares; 2026Q2: 716 shares 716 $811K 0.05% +4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 313 shares; 2025Q4: 666 shares; 2026Q1: 438 shares; 2026Q2: 406 shares 406 $808K 0.05% -32 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; 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; 2026Q2: 3,338 shares 3,338 $798K 0.05% -270 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; 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; 2026Q2: 2,646 shares 2,646 $797K 0.05% -255 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; 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; 2026Q2: 1,948 shares 1,948 $793K 0.05% -424 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,608 shares 2,608 $783K 0.05% +25 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 304 shares; 2026Q1: 477 shares; 2026Q2: 744 shares 744 $776K 0.05% +267 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,772 shares 4,772 $773K 0.05% -986 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,785 shares 12,785 $772K 0.05% -335 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; 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; 2026Q2: 2,951 shares 2,951 $761K 0.05% -259 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,487 shares; 2025Q3: 6,922 shares; 2025Q4: 9,050 shares; 2026Q1: 8,182 shares; 2026Q2: 7,282 shares 7,282 $753K 0.05% -900 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,046 shares; 2025Q4: 7,342 shares; 2026Q1: 4,920 shares; 2026Q2: 5,484 shares 5,484 $750K 0.05% +564 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,195 shares 7,195 $735K 0.05% -774 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; 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; 2026Q2: 7,410 shares 7,410 $719K 0.05% -1,312 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,876 shares 8,876 $700K 0.04% -905 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 954 shares; 2025Q1: 1,068 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 1,360 shares; 2026Q1: 1,478 shares; 2026Q2: 1,522 shares 1,522 $693K 0.04% +44 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; 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; 2026Q2: 4,533 shares 4,533 $690K 0.04% -55 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,379 shares 4,379 $686K 0.04% -2,071 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; 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; 2026Q2: 2,751 shares 2,751 $683K 0.04% -576 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,277 shares 4,277 $678K 0.04% -227 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; 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; 2026Q2: 24,402 shares 24,402 $676K 0.04% -1,217 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; 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; 2026Q2: 6,033 shares 6,033 $672K 0.04% +568 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,001 shares 14,001 $666K 0.04% +1,333 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,910 shares 11,910 $661K 0.04% -1,701 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,433 shares 27,433 $661K 0.04% -7,765 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; 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; 2026Q2: 10,578 shares 10,578 $655K 0.04% +252 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,296 shares 2,296 $653K 0.04% -72 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: 2,634 shares; 2026Q1: 2,904 shares; 2026Q2: 2,874 shares 2,874 $652K 0.04% -30 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; 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; 2026Q2: 1,870 shares 1,870 $644K 0.04% +71 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares; 2026Q2: 3,925 shares 3,925 $641K 0.04% +211 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,048 shares 7,048 $627K 0.04% +79 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; 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; 2026Q2: 21,967 shares 21,967 $627K 0.04% -3,643 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; 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; 2026Q2: 2,835 shares 2,835 $626K 0.04% -959 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,355 shares 7,355 $615K 0.04% -490 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,675 shares 5,675 $611K 0.04% -5,877 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares; 2026Q2: 307 shares 307 $609K 0.04% +15 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; 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; 2026Q2: 1,545 shares 1,545 $597K 0.04% +228 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; 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; 2026Q2: 2,993 shares 2,993 $597K 0.04% -497 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; 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; 2026Q2: 6,246 shares 6,246 $592K 0.04% -1,376 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,367 shares 5,367 $592K 0.04% +61 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; 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; 2026Q2: 6,536 shares 6,536 $591K 0.04% -110 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,414 shares 20,414 $583K 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: not reported; 2026Q1: 1,428 shares; 2026Q2: 1,368 shares 1,368 $583K 0.04% -60 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 2,350 shares; 2026Q1: 2,572 shares; 2026Q2: 2,610 shares 2,610 $581K 0.04% +38 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; 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; 2026Q2: 5,355 shares 5,355 $578K 0.04% +1,195 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; 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; 2026Q2: 2,578 shares 2,578 $577K 0.04% -179 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; 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; 2026Q2: 11,774 shares 11,774 $572K 0.04% +685 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; 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; 2026Q2: 6,601 shares 6,601 $570K 0.04% -548 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,188 shares 16,188 $567K 0.04% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,489 shares; 2025Q4: 3,806 shares; 2026Q1: 4,551 shares; 2026Q2: 4,199 shares 4,199 $567K 0.04% -352 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; 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; 2026Q2: 11,882 shares 11,882 $564K 0.04% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,117 shares; 2025Q4: 5,762 shares; 2026Q1: 7,954 shares; 2026Q2: 8,151 shares 8,151 $557K 0.04% +197 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,281 shares; 2025Q4: 1,457 shares; 2026Q1: 2,340 shares; 2026Q2: 2,335 shares 2,335 $556K 0.04% -5 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 2,178 shares; 2025Q4: 2,415 shares; 2026Q1: 2,886 shares; 2026Q2: 2,173 shares 2,173 $553K 0.04% -713 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 2,181 shares; 2026Q1: 1,496 shares; 2026Q2: 1,158 shares 1,158 $553K 0.04% -338 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; 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; 2026Q2: 7,666 shares 7,666 $552K 0.04% -75 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; 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; 2026Q2: 8,704 shares 8,704 $547K 0.04% -1,831 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; 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; 2026Q2: 17,056 shares 17,056 $545K 0.03% +473 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; 2024Q3: restricted; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,719 shares; 2025Q4: 3,884 shares; 2026Q1: 4,003 shares; 2026Q2: 2,285 shares 2,285 $543K 0.03% -1,718 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,593 shares 3,593 $533K 0.03% +89 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; 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; 2026Q2: 2,795 shares 2,795 $533K 0.03% -385 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,793 shares; 2026Q1: 5,279 shares; 2026Q2: 5,627 shares 5,627 $532K 0.03% +348 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,867 shares; 2025Q4: 12,812 shares; 2026Q1: 12,832 shares; 2026Q2: 10,667 shares 10,667 $529K 0.03% -2,165 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58 shares; 2026Q2: 76 shares 76 $518K 0.03% +18 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 902 shares; 2025Q1: 986 shares; 2025Q2: 998 shares; 2025Q3: 1,008 shares; 2025Q4: 1,118 shares; 2026Q1: 1,430 shares; 2026Q2: 1,143 shares 1,143 $518K 0.03% -287 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,581 shares; 2026Q1: 2,185 shares; 2026Q2: 1,978 shares 1,978 $515K 0.03% -207 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,558 shares; 2026Q1: 2,190 shares; 2026Q2: 2,212 shares 2,212 $508K 0.03% +22 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; 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; 2026Q2: 11,706 shares 11,706 $500K 0.03% -4,457 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,822 shares; 2026Q2: 8,849 shares 8,849 $499K 0.03% +27 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,457 shares; 2025Q4: 2,752 shares; 2026Q1: 4,162 shares; 2026Q2: 3,450 shares 3,450 $494K 0.03% -712 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,402 shares 6,402 $494K 0.03% -2,033 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; 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; 2026Q2: 3,706 shares 3,706 $492K 0.03% +28 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,155 shares; 2025Q4: 3,877 shares; 2026Q1: 4,273 shares; 2026Q2: 3,470 shares 3,470 $486K 0.03% -803 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 900 shares; 2026Q1: 1,285 shares; 2026Q2: 1,296 shares 1,296 $480K 0.03% +11 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; 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; 2026Q2: 11,369 shares 11,369 $479K 0.03% +224 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,108 shares; 2025Q4: 2,259 shares; 2026Q1: 3,786 shares; 2026Q2: 3,699 shares 3,699 $478K 0.03% -87 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; 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; 2026Q2: 14,011 shares 14,011 $476K 0.03% +1,306 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 2,232 shares; 2026Q1: 3,412 shares; 2026Q2: 4,721 shares 4,721 $473K 0.03% +1,309 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; 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; 2026Q2: 18,972 shares 18,972 $472K 0.03% +4,486 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,251 shares; 2026Q2: 12,571 shares 12,571 $468K 0.03% +320 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: 3,763 shares; 2025Q4: 6,170 shares; 2026Q1: 8,377 shares; 2026Q2: 5,069 shares 5,069 $467K 0.03% -3,308 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; 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; 2026Q2: 12,004 shares 12,004 $466K 0.03% -226 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; 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; 2026Q2: 2,820 shares 2,820 $461K 0.03% -201 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; 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; 2026Q2: 3,434 shares 3,434 $452K 0.03% -220 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; 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; 2026Q2: 5,856 shares 5,856 $443K 0.03% +153 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,798 shares; 2025Q4: 9,211 shares; 2026Q1: not reported; 2026Q2: 6,872 shares 6,872 $438K 0.03% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 813 shares; 2025Q4: 829 shares; 2026Q1: 844 shares; 2026Q2: 3,520 shares 3,520 $437K 0.03% +2,676 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,827 shares; 2025Q4: 3,035 shares; 2026Q1: 3,611 shares; 2026Q2: 3,021 shares 3,021 $437K 0.03% -590 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,191 shares; 2026Q2: 4,976 shares 4,976 $433K 0.03% +1,785 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; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 918 shares; 2025Q3: 898 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 823 shares 823 $430K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,403 shares; 2026Q1: 5,393 shares; 2026Q2: 5,613 shares 5,613 $429K 0.03% +220 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,583 shares; 2026Q2: 3,811 shares 3,811 $426K 0.03% +228 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,631 shares; 2026Q1: 3,763 shares; 2026Q2: 4,622 shares 4,622 $424K 0.03% +859 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,776 shares 9,776 $413K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,246 shares 5,246 $410K 0.03% -774 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,872 shares; 2026Q1: 5,182 shares; 2026Q2: 4,845 shares 4,845 $408K 0.03% -337 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,522 shares; 2026Q1: 3,459 shares; 2026Q2: 3,417 shares 3,417 $404K 0.03% -42 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,211 shares; 2026Q2: 6,995 shares 6,995 $400K 0.03% +1,784 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,657 shares; 2026Q1: 1,838 shares; 2026Q2: 1,840 shares 1,840 $398K 0.03% +2 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; 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; 2026Q2: 16,668 shares 16,668 $395K 0.03% -3,078 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares; 2026Q1: 1,471 shares; 2026Q2: 1,258 shares 1,258 $394K 0.03% -213 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares; 2025Q4: 2,221 shares; 2026Q1: 3,051 shares; 2026Q2: 2,921 shares 2,921 $393K 0.03% -130 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,817 shares; 2026Q2: 1,896 shares 1,896 $391K 0.03% +79 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,094 shares 5,094 $387K 0.02% +306 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 898 shares; 2025Q2: 909 shares; 2025Q3: 1,161 shares; 2025Q4: 1,142 shares; 2026Q1: 1,156 shares; 2026Q2: 1,163 shares 1,163 $386K 0.02% +7 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 2,532 shares; 2026Q1: 3,874 shares; 2026Q2: 4,003 shares 4,003 $383K 0.02% +129 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,076 shares; 2025Q4: 3,049 shares; 2026Q1: 3,410 shares; 2026Q2: 3,407 shares 3,407 $382K 0.02% -3 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,185 shares; 2026Q2: 18,128 shares 18,128 $381K 0.02% +6,943 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares; 2026Q1: not reported; 2026Q2: 1,134 shares 1,134 $381K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 565 shares; 2026Q1: 830 shares; 2026Q2: 746 shares 746 $380K 0.02% -84 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,304 shares; 2026Q1: 1,857 shares; 2026Q2: 1,402 shares 1,402 $379K 0.02% -455 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,783 shares 2,783 $378K 0.02% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,434 shares; 2025Q4: 3,601 shares; 2026Q1: 7,402 shares; 2026Q2: 6,056 shares 6,056 $372K 0.02% -1,346 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,140 shares; 2026Q1: 15,971 shares; 2026Q2: 19,412 shares 19,412 $370K 0.02% +3,441 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,341 shares 1,341 $370K 0.02% new 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; 2024Q3: restricted; 2024Q4: 6,533 shares; 2025Q1: not reported; 2025Q2: 6,149 shares; 2025Q3: not reported; 2025Q4: 6,261 shares; 2026Q1: 6,741 shares; 2026Q2: 6,759 shares 6,759 $369K 0.02% +18 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares; 2026Q1: 1,415 shares; 2026Q2: 1,434 shares 1,434 $367K 0.02% +19 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; 2024Q3: restricted; 2024Q4: 2,610 shares; 2025Q1: not reported; 2025Q2: 2,195 shares; 2025Q3: 2,675 shares; 2025Q4: not reported; 2026Q1: 3,674 shares; 2026Q2: 3,383 shares 3,383 $366K 0.02% -291 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,106 shares; 2025Q3: 4,162 shares; 2025Q4: 4,219 shares; 2026Q1: 4,726 shares; 2026Q2: 4,773 shares 4,773 $365K 0.02% +47 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,565 shares; 2025Q3: 8,886 shares; 2025Q4: 9,379 shares; 2026Q1: 10,552 shares; 2026Q2: 9,571 shares 9,571 $364K 0.02% -981 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 829 shares; 2026Q2: 874 shares 874 $364K 0.02% +45 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,328 shares; 2026Q1: 13,545 shares; 2026Q2: 11,684 shares 11,684 $363K 0.02% -1,861 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; 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; 2026Q2: 1,232 shares 1,232 $361K 0.02% -315 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,551 shares 3,551 $351K 0.02% +126 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 724 shares; 2026Q2: 723 shares 723 $350K 0.02% -1 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; 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; 2026Q2: 1,829 shares 1,829 $348K 0.02% -593 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,653 shares; 2026Q2: 2,648 shares 2,648 $346K 0.02% -5 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; 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; 2026Q2: 3,779 shares 3,779 $345K 0.02% -972 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,163 shares; 2026Q1: 1,310 shares; 2026Q2: 1,284 shares 1,284 $344K 0.02% -26 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; 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; 2026Q2: 3,795 shares 3,795 $342K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,184 shares; 2025Q4: 1,328 shares; 2026Q1: 1,461 shares; 2026Q2: 1,388 shares 1,388 $342K 0.02% -73 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 512 shares; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 460 shares; 2026Q1: 660 shares; 2026Q2: 542 shares 542 $338K 0.02% -118 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: not reported; 2026Q1: 3,026 shares; 2026Q2: 3,026 shares 3,026 $331K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares; 2026Q1: 904 shares; 2026Q2: 920 shares 920 $326K 0.02% +16 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 409 shares; 2026Q1: 496 shares; 2026Q2: 456 shares 456 $325K 0.02% -40 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 589 shares; 2026Q1: 715 shares; 2026Q2: 4,919 shares 4,919 $324K 0.02% +4,204 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; 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; 2026Q2: 23,603 shares 23,603 $323K 0.02% -81 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,243 shares; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 5,284 shares; 2026Q1: 5,291 shares; 2026Q2: 5,298 shares 5,298 $322K 0.02% +7 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,364 shares 3,364 $322K 0.02% +560 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares; 2026Q2: 235 shares 235 $320K 0.02% +6 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,410 shares; 2026Q1: 1,419 shares; 2026Q2: 1,408 shares 1,408 $320K 0.02% -11 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,514 shares 3,514 $318K 0.02% -357 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,249 shares 1,249 $315K 0.02% +35 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; 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; 2026Q2: 2,380 shares 2,380 $315K 0.02% -20 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,994 shares; 2025Q4: 2,037 shares; 2026Q1: 2,513 shares; 2026Q2: 2,679 shares 2,679 $314K 0.02% +166 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,004 shares; 2025Q4: not reported; 2026Q1: 2,117 shares; 2026Q2: 2,417 shares 2,417 $314K 0.02% +300 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,722 shares 2,722 $313K 0.02% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,958 shares 4,958 $309K 0.02% +303 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,833 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 733 shares; 2026Q2: 747 shares 747 $306K 0.02% +14 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,415 shares; 2025Q2: 4,578 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,764 shares 4,764 $306K 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,562 shares 1,562 $304K 0.02% -830 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; 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; 2026Q2: 5,515 shares 5,515 $303K 0.02% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,219 shares 2,219 $303K 0.02% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,974 shares 2,974 $302K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,052 shares; 2026Q1: 4,623 shares; 2026Q2: 5,586 shares 5,586 $302K 0.02% +963 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 988 shares; 2026Q2: 911 shares 911 $301K 0.02% -77 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; 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; 2026Q2: 12,228 shares 12,228 $300K 0.02% -3,353 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; 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; 2026Q2: 8,996 shares 8,996 $299K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,508 shares; 2026Q2: 4,508 shares 4,508 $299K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,090 shares; 2026Q1: 9,090 shares; 2026Q2: 9,090 shares 9,090 $298K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,051 shares; 2025Q4: 1,911 shares; 2026Q1: 1,909 shares; 2026Q2: 1,891 shares 1,891 $297K 0.02% -18 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,500 shares 10,500 $296K 0.02% -620 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,719 shares; 2025Q1: 16,652 shares; 2025Q2: 18,602 shares; 2025Q3: 19,852 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,750 shares 9,750 $294K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 752 shares; 2025Q4: 832 shares; 2026Q1: 1,286 shares; 2026Q2: 1,009 shares 1,009 $293K 0.02% -277 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,428 shares; 2026Q2: 2,200 shares 2,200 $292K 0.02% -228 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,424 shares 1,424 $292K 0.02% -782 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,193 shares; 2026Q1: 18,500 shares; 2026Q2: 16,768 shares 16,768 $291K 0.02% -1,732 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares; 2026Q2: 366 shares 366 $291K 0.02% +45 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,077 shares; 2025Q4: 1,232 shares; 2026Q1: 1,494 shares; 2026Q2: 1,181 shares 1,181 $291K 0.02% -313 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; 2024Q3: restricted; 2024Q4: 944 shares; 2025Q1: not reported; 2025Q2: 2,091 shares; 2025Q3: 2,183 shares; 2025Q4: 2,272 shares; 2026Q1: 2,107 shares; 2026Q2: 1,988 shares 1,988 $291K 0.02% -119 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,595 shares; 2025Q4: 1,513 shares; 2026Q1: 1,898 shares; 2026Q2: 1,810 shares 1,810 $289K 0.02% -88 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 4,624 shares; 2025Q4: not reported; 2026Q1: 4,333 shares; 2026Q2: 4,997 shares 4,997 $289K 0.02% +664 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,365 shares; 2026Q2: 5,782 shares 5,782 $288K 0.02% -583 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,344 shares 1,344 $286K 0.02% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 943 shares 943 $285K 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; 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; 2026Q2: 6,601 shares 6,601 $285K 0.02% +811 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,175 shares; 2026Q2: 1,249 shares 1,249 $283K 0.02% +74 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,703 shares; 2026Q2: 9,372 shares 9,372 $283K 0.02% +1,669 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 52,172 shares 52,172 $282K 0.02% -10,212 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 902 shares; 2025Q4: not reported; 2026Q1: 1,038 shares; 2026Q2: 1,322 shares 1,322 $282K 0.02% +284 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $282K 0.02% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,916 shares; 2026Q2: 1,955 shares 1,955 $280K 0.02% +39 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,426 shares 5,426 $279K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares; 2026Q2: 879 shares 879 $279K 0.02% -4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,714 shares; 2026Q1: 2,658 shares; 2026Q2: 2,587 shares 2,587 $278K 0.02% -71 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,465 shares; 2026Q1: 3,470 shares; 2026Q2: 3,503 shares 3,503 $278K 0.02% +33 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,745 shares 3,745 $275K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,927 shares; 2026Q1: 5,970 shares; 2026Q2: 5,945 shares 5,945 $274K 0.02% -25 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,633 shares 2,633 $274K 0.02% +30 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 690 shares; 2026Q1: 693 shares; 2026Q2: 693 shares 693 $273K 0.02% 0 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,774 shares 1,774 $271K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 923 shares; 2025Q2: 1,183 shares; 2025Q3: 1,170 shares; 2025Q4: not reported; 2026Q1: 1,444 shares; 2026Q2: 1,525 shares 1,525 $269K 0.02% +81 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 3,310 shares; 2026Q1: 4,768 shares; 2026Q2: 2,901 shares 2,901 $266K 0.02% -1,867 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,361 shares; 2026Q2: 2,481 shares 2,481 $265K 0.02% +120 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; 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; 2026Q2: 1,678 shares 1,678 $265K 0.02% +6 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,657 shares; 2026Q2: 1,807 shares 1,807 $265K 0.02% +150 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,887 shares; 2026Q2: 6,661 shares 6,661 $263K 0.02% -7,226 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 1,630 shares; 2026Q1: 2,508 shares; 2026Q2: 2,238 shares 2,238 $263K 0.02% -270 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,351 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares 1,201 $263K 0.02% 0 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; 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; 2026Q2: 1,567 shares 1,567 $263K 0.02% -399 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,667 shares 2,667 $262K 0.02% new 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; 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; 2026Q2: 2,738 shares 2,738 $261K 0.02% -107 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; 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; 2026Q2: 5,071 shares 5,071 $261K 0.02% +44 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,289 shares; 2026Q1: 1,189 shares; 2026Q2: 1,169 shares 1,169 $261K 0.02% -20 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: 663 shares; 2025Q3: 759 shares; 2025Q4: 507 shares; 2026Q1: not reported; 2026Q2: 463 shares 463 $260K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,349 shares; 2026Q2: 1,349 shares 1,349 $258K 0.02% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 675 shares 675 $257K 0.02% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 677 shares 677 $256K 0.02% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,849 shares; 2026Q2: 2,911 shares 2,911 $256K 0.02% +62 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 937 shares 937 $254K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,772 shares 6,772 $249K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,082 shares 2,082 $243K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,208 shares; 2026Q2: 23,529 shares 23,529 $239K 0.02% +1,321 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,010 shares; 2026Q2: 2,959 shares 2,959 $238K 0.02% -51 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,061 shares; 2025Q1: 2,277 shares; 2025Q2: 1,793 shares; 2025Q3: 1,457 shares; 2025Q4: 1,497 shares; 2026Q1: not reported; 2026Q2: 1,259 shares 1,259 $238K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,205 shares; 2026Q2: 1,152 shares 1,152 $236K 0.02% -53 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,069 shares; 2025Q3: 4,748 shares; 2025Q4: 4,757 shares; 2026Q1: 4,757 shares; 2026Q2: 4,771 shares 4,771 $236K 0.02% +14 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,547 shares 5,547 $234K 0.01% -449 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,418 shares; 2025Q3: not reported; 2025Q4: 5,618 shares; 2026Q1: not reported; 2026Q2: 5,768 shares 5,768 $234K 0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,071 shares; 2026Q2: 6,061 shares 6,061 $231K 0.01% -1,010 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,012 shares; 2026Q1: not reported; 2026Q2: 1,668 shares 1,668 $230K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $229K 0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 512 shares; 2026Q1: 481 shares; 2026Q2: 498 shares 498 $228K 0.01% +17 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,457 shares 1,457 $225K 0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,243 shares 3,243 $224K 0.01% new Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,409 shares 3,409 $223K 0.01% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,702 shares 2,702 $222K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares; 2026Q1: 6,897 shares; 2026Q2: 4,184 shares 4,184 $222K 0.01% -2,713 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 844 shares 844 $220K 0.01% -1,772 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares; 2026Q2: 1,768 shares 1,768 $217K 0.01% -68 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,318 shares 1,318 $217K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 156 shares 156 $216K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,956 shares 1,956 $215K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,255 shares 2,255 $214K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,934 shares; 2026Q2: 2,955 shares 2,955 $214K 0.01% +21 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; 2024Q3: restricted; 2024Q4: 11,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,370 shares; 2025Q4: 10,269 shares; 2026Q1: 13,843 shares; 2026Q2: 12,661 shares 12,661 $213K 0.01% -1,182 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,131 shares 1,131 $213K 0.01% new 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; 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; 2026Q2: 8,359 shares 8,359 $213K 0.01% -6,283 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 953 shares; 2026Q1: not reported; 2026Q2: 628 shares 628 $213K 0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,424 shares; 2026Q1: 2,602 shares; 2026Q2: 1,391 shares 1,391 $210K 0.01% -1,211 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 521 shares; 2026Q2: 505 shares 505 $210K 0.01% -16 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,321 shares; 2026Q2: 1,326 shares 1,326 $208K 0.01% +5 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,737 shares; 2025Q1: 2,986 shares; 2025Q2: 3,394 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,623 shares 2,623 $208K 0.01% new Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,292 shares 1,292 $207K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,135 shares 2,135 $205K 0.01% 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; 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; 2026Q2: 14,778 shares 14,778 $204K 0.01% -99 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; 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; 2026Q2: 1,637 shares 1,637 $204K 0.01% -164 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,967 shares 3,967 $202K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,486 shares 1,486 $202K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,866 shares; 2025Q1: 1,858 shares; 2025Q2: 2,389 shares; 2025Q3: 1,999 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,811 shares 2,811 $202K 0.01% new Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,247 shares 1,247 $202K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,669 shares; 2026Q2: 3,630 shares 3,630 $201K 0.01% -39 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,085 shares 2,085 $201K 0.01% new Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,574 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,690 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,256 shares 2,256 $200K 0.01% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,953 shares 20,953 $174K 0.01% -42 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,911 shares; 2026Q1: 12,891 shares; 2026Q2: 12,891 shares 12,891 $173K 0.01% 0 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,324 shares; 2025Q3: 18,058 shares; 2025Q4: 18,058 shares; 2026Q1: 18,058 shares; 2026Q2: 18,058 shares 18,058 $162K 0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,477 shares 12,477 $136K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,899 shares 140,899 $134K 0.01% new Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $126K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,515 shares 10,515 $118K 0.01% new Timeline IMMX IMMIX BIOPHARMA INC More: the full row for IMMIX BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $103K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,065 shares; 2026Q2: 11,499 shares 11,499 $67K <0.01% +434 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,546 shares; 2026Q2: 12,546 shares 12,546 $65.7K <0.01% 0 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,015 shares; 2026Q2: 12,015 shares 12,015 $65.1K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,962 shares; 2025Q3: 12,962 shares; 2025Q4: 12,962 shares; 2026Q1: 12,962 shares; 2026Q2: 12,962 shares 12,962 $57.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,113 shares; 2026Q2: 11,113 shares 11,113 $49.9K <0.01% 0 Timeline GTBP GT BIOPHARMA INC More: the full row for GT BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,000 shares 100,000 $49K <0.01% new Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,612 shares 13,612 $39.9K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $39.4K <0.01% 0 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,056 shares; 2026Q2: 11,675 shares 11,675 $24.4K <0.01% +619 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,300 shares; 2026Q2: 11,300 shares 11,300 $5.81K <0.01% 0 Timeline