IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,535 shares; 2024Q4: 380,306 shares; 2025Q1: 384,487 shares; 2025Q2: 394,126 shares; 2025Q3: 379,752 shares; 2025Q4: 380,174 shares; 2026Q1: 387,788 shares 387,788 $253M 6.99% +7,614 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,959,328 shares; 2024Q4: 3,006,914 shares; 2025Q1: 3,064,792 shares; 2025Q2: 3,120,846 shares; 2025Q3: 3,364,114 shares; 2025Q4: 3,549,570 shares; 2026Q1: 3,649,530 shares 3,649,530 $234M 6.45% +99,960 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181,819 shares; 2024Q4: 1,187,527 shares; 2025Q1: 1,204,798 shares; 2025Q2: 1,202,262 shares; 2025Q3: 1,183,342 shares; 2025Q4: 1,184,351 shares; 2026Q1: 1,184,351 shares 1,184,351 $153M 4.21% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983,872 shares; 2024Q4: 1,001,292 shares; 2025Q1: 1,037,914 shares; 2025Q2: 1,124,458 shares; 2025Q3: 1,151,423 shares; 2025Q4: 1,182,618 shares; 2026Q1: 1,213,599 shares 1,213,599 $151M 4.16% +30,981 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528,869 shares; 2024Q4: 1,534,329 shares; 2025Q1: 1,595,279 shares; 2025Q2: 1,729,458 shares; 2025Q3: 1,772,453 shares; 2025Q4: 1,832,117 shares; 2026Q1: 1,885,265 shares 1,885,265 $127M 3.51% +53,148 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,522 shares; 2024Q4: 456,969 shares; 2025Q1: 451,282 shares; 2025Q2: 456,368 shares; 2025Q3: 436,385 shares; 2025Q4: 428,221 shares; 2026Q1: 440,311 shares 440,311 $112M 3.08% +12,090 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,072 shares; 2024Q4: 275,785 shares; 2025Q1: 272,979 shares; 2025Q2: 273,085 shares; 2025Q3: 259,399 shares; 2025Q4: 262,746 shares; 2026Q1: 273,172 shares 273,172 $101M 2.79% +10,426 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540,354 shares; 2024Q4: 1,558,534 shares; 2025Q1: 1,601,384 shares; 2025Q2: 1,658,374 shares; 2025Q3: 1,532,655 shares; 2025Q4: 1,434,195 shares; 2026Q1: 1,426,926 shares 1,426,926 $77.1M 2.13% -7,269 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,760 shares; 2024Q4: 243,632 shares; 2025Q1: 239,500 shares; 2025Q2: 230,743 shares; 2025Q3: 217,750 shares; 2025Q4: 214,094 shares; 2026Q1: 213,014 shares 213,014 $65.9M 1.82% -1,080 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630,458 shares; 2024Q4: 745,174 shares; 2025Q1: 740,363 shares; 2025Q2: 769,282 shares; 2025Q3: 764,886 shares; 2025Q4: 787,867 shares; 2026Q1: 808,536 shares 808,536 $59.5M 1.64% +20,669 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,011 shares; 2024Q4: 100,919 shares; 2025Q1: 99,890 shares; 2025Q2: 100,030 shares; 2025Q3: 102,335 shares; 2025Q4: 102,852 shares; 2026Q1: 111,548 shares 111,548 $53.5M 1.47% +8,696 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,772 shares; 2024Q4: 166,835 shares; 2025Q1: 178,351 shares; 2025Q2: 191,940 shares; 2025Q3: 177,793 shares; 2025Q4: 179,643 shares; 2026Q1: 181,619 shares 181,619 $52.2M 1.44% +1,976 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,266 shares; 2024Q4: 475,322 shares; 2025Q1: 460,356 shares; 2025Q2: 457,746 shares; 2025Q3: 437,564 shares; 2025Q4: 430,084 shares; 2026Q1: 418,464 shares 418,464 $52M 1.44% -11,620 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012,704 shares; 2024Q4: 1,049,110 shares; 2025Q1: 1,031,220 shares; 2025Q2: 1,008,095 shares; 2025Q3: 988,006 shares; 2025Q4: 968,322 shares; 2026Q1: 970,988 shares 970,988 $49M 1.35% +2,666 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,979 shares; 2024Q4: 195,731 shares; 2025Q1: 189,911 shares; 2025Q2: 193,277 shares; 2025Q3: 178,219 shares; 2025Q4: 178,723 shares; 2026Q1: 175,597 shares 175,597 $48M 1.33% -3,126 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,271 shares; 2024Q4: 413,585 shares; 2025Q1: 392,031 shares; 2025Q2: 380,088 shares; 2025Q3: 355,321 shares; 2025Q4: 355,685 shares; 2026Q1: 364,984 shares 364,984 $46.1M 1.27% +9,299 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,117 shares; 2024Q4: 268,448 shares; 2025Q1: 269,824 shares; 2025Q2: 273,413 shares; 2025Q3: 263,220 shares; 2025Q4: 265,450 shares; 2026Q1: 267,283 shares 267,283 $45.3M 1.25% +1,833 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,561 shares; 2024Q4: 172,005 shares; 2025Q1: 164,365 shares; 2025Q2: 158,601 shares; 2025Q3: 169,224 shares; 2025Q4: 150,152 shares; 2026Q1: 152,429 shares 152,429 $44.8M 1.24% +2,277 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,452 shares; 2024Q4: 143,705 shares; 2025Q1: 144,273 shares; 2025Q2: 146,022 shares; 2025Q3: 142,269 shares; 2025Q4: 143,502 shares; 2026Q1: 148,082 shares 148,082 $42.5M 1.17% +4,580 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,004 shares; 2024Q4: 48,193 shares; 2025Q1: 47,223 shares; 2025Q2: 46,109 shares; 2025Q3: 44,637 shares; 2025Q4: 44,287 shares; 2026Q1: 45,007 shares 45,007 $41.4M 1.14% +720 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,367 shares; 2024Q4: 204,598 shares; 2025Q1: 204,793 shares; 2025Q2: 202,553 shares; 2025Q3: 192,064 shares; 2025Q4: 191,121 shares; 2026Q1: 194,299 shares 194,299 $39.5M 1.09% +3,178 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,339 shares; 2024Q4: 161,888 shares; 2025Q1: 162,381 shares; 2025Q2: 169,051 shares; 2025Q3: 157,108 shares; 2025Q4: 156,431 shares; 2026Q1: 157,191 shares 157,191 $38.4M 1.06% +760 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,936 shares; 2024Q4: 131,650 shares; 2025Q1: 135,650 shares; 2025Q2: 150,191 shares; 2025Q3: 134,693 shares; 2025Q4: 151,881 shares; 2026Q1: 162,569 shares 162,569 $33.9M 0.93% +10,688 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,697 shares; 2024Q4: 66,488 shares; 2025Q1: 155,294 shares; 2025Q2: 190,027 shares; 2025Q3: 172,387 shares; 2025Q4: 178,466 shares; 2026Q1: 185,342 shares 185,342 $32.3M 0.89% +6,876 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,884 shares; 2024Q4: 86,962 shares; 2025Q1: 96,489 shares; 2025Q2: 101,911 shares; 2025Q3: 89,943 shares; 2025Q4: 91,680 shares; 2026Q1: 93,376 shares 93,376 $31.6M 0.87% +1,696 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,415 shares; 2024Q4: 227,848 shares; 2025Q1: 230,996 shares; 2025Q2: 218,040 shares; 2025Q3: 200,716 shares; 2025Q4: 204,543 shares; 2026Q1: 209,349 shares 209,349 $30.8M 0.85% +4,806 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,669 shares; 2024Q4: 132,050 shares; 2025Q1: 128,795 shares; 2025Q2: 130,540 shares; 2025Q3: 126,247 shares; 2025Q4: 125,618 shares; 2026Q1: 126,585 shares 126,585 $29.9M 0.83% +967 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,348 shares; 2024Q4: 31,165 shares; 2025Q1: 31,193 shares; 2025Q2: 31,479 shares; 2025Q3: 31,626 shares; 2025Q4: 31,920 shares; 2026Q1: 32,384 shares 32,384 $27.4M 0.76% +464 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 50 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 40 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $27.3M 0.75% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,192 shares; 2024Q4: 172,867 shares; 2025Q1: 173,645 shares; 2025Q2: 181,021 shares; 2025Q3: 166,277 shares; 2025Q4: 164,843 shares; 2026Q1: 169,402 shares 169,402 $26.3M 0.73% +4,559 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,006 shares; 2024Q4: 191,231 shares; 2025Q1: 189,600 shares; 2025Q2: 189,657 shares; 2025Q3: 181,507 shares; 2025Q4: 181,856 shares; 2026Q1: 183,571 shares 183,571 $24.1M 0.66% +1,715 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,773 shares; 2024Q4: 316,152 shares; 2025Q1: 315,659 shares; 2025Q2: 313,249 shares; 2025Q3: 302,794 shares; 2025Q4: 302,120 shares; 2026Q1: 305,157 shares 305,157 $23.7M 0.65% +3,037 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,660 shares; 2024Q4: 119,097 shares; 2025Q1: 119,633 shares; 2025Q2: 119,856 shares; 2025Q3: 121,778 shares; 2025Q4: 109,020 shares; 2026Q1: 109,712 shares 109,712 $22.7M 0.63% +692 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,158 shares; 2024Q4: 117,907 shares; 2025Q1: 115,936 shares; 2025Q2: 116,500 shares; 2025Q3: 116,139 shares; 2025Q4: 115,429 shares; 2026Q1: 114,879 shares 114,879 $22.2M 0.61% -550 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,680 shares; 2024Q4: 34,320 shares; 2025Q1: 33,936 shares; 2025Q2: 37,013 shares; 2025Q3: 37,115 shares; 2025Q4: 36,368 shares; 2026Q1: 36,260 shares 36,260 $21.7M 0.6% -108 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,560 shares; 2024Q4: 235,888 shares; 2025Q1: 238,138 shares; 2025Q2: 252,138 shares; 2025Q3: 208,660 shares; 2025Q4: 238,760 shares; 2026Q1: 272,160 shares 272,160 $21.6M 0.6% +33,400 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,660 shares; 2024Q4: 71,398 shares; 2025Q1: 72,072 shares; 2025Q2: 70,819 shares; 2025Q3: 68,005 shares; 2025Q4: 66,766 shares; 2026Q1: 67,249 shares 67,249 $20.9M 0.58% +483 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,449 shares; 2024Q4: 74,047 shares; 2025Q1: 74,530 shares; 2025Q2: 72,321 shares; 2025Q3: 67,430 shares; 2025Q4: 66,872 shares; 2026Q1: 68,094 shares 68,094 $20.6M 0.57% +1,222 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,392 shares; 2024Q4: 72,018 shares; 2025Q1: 72,925 shares; 2025Q2: 74,225 shares; 2025Q3: 71,617 shares; 2025Q4: 69,988 shares; 2026Q1: 70,233 shares 70,233 $20.4M 0.56% +245 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,661 shares; 2024Q4: 106,267 shares; 2025Q1: 103,890 shares; 2025Q2: 103,868 shares; 2025Q3: 102,616 shares; 2025Q4: 101,689 shares; 2026Q1: 103,491 shares 103,491 $20.1M 0.55% +1,802 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,166 shares; 2024Q4: 87,373 shares; 2025Q1: 86,734 shares; 2025Q2: 84,301 shares; 2025Q3: 81,407 shares; 2025Q4: 79,928 shares; 2026Q1: 82,296 shares 82,296 $20M 0.55% +2,368 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,286 shares; 2024Q4: 393,821 shares; 2025Q1: 390,356 shares; 2025Q2: 408,611 shares; 2025Q3: 386,102 shares; 2025Q4: 390,379 shares; 2026Q1: 407,334 shares 407,334 $19.9M 0.55% +16,955 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,086 shares; 2024Q4: 147,268 shares; 2025Q1: 144,664 shares; 2025Q2: 144,911 shares; 2025Q3: 138,611 shares; 2025Q4: 133,984 shares; 2026Q1: 135,346 shares 135,346 $19.5M 0.54% +1,362 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,713 shares; 2024Q4: 266,371 shares; 2025Q1: 262,344 shares; 2025Q2: 266,774 shares; 2025Q3: 249,736 shares; 2025Q4: 254,994 shares; 2026Q1: 260,653 shares 260,653 $18.7M 0.52% +5,659 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,281 shares; 2024Q4: 182,516 shares; 2025Q1: 179,412 shares; 2025Q2: 173,817 shares; 2025Q3: 173,634 shares; 2025Q4: 172,482 shares; 2026Q1: 177,525 shares 177,525 $18.2M 0.5% +5,043 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 26,806 shares; 2025Q1: 26,463 shares; 2025Q2: 26,587 shares; 2025Q3: 26,481 shares; 2025Q4: 25,136 shares; 2026Q1: 25,697 shares 25,697 $18.2M 0.5% +561 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,105 shares; 2024Q4: 73,746 shares; 2025Q1: 73,642 shares; 2025Q2: 72,974 shares; 2025Q3: 73,032 shares; 2025Q4: 72,416 shares; 2026Q1: 72,184 shares 72,184 $17.9M 0.49% -232 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,090 shares; 2024Q4: 90,356 shares; 2025Q1: 88,781 shares; 2025Q2: 86,593 shares; 2025Q3: 84,543 shares; 2025Q4: 80,766 shares; 2026Q1: 82,168 shares 82,168 $17.9M 0.49% +1,402 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,695 shares; 2024Q4: 334,605 shares; 2025Q1: 333,386 shares; 2025Q2: 335,992 shares; 2025Q3: 302,214 shares; 2025Q4: 321,170 shares; 2026Q1: 348,731 shares 348,731 $17.4M 0.48% +27,561 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,212 shares; 2024Q4: 16,936 shares; 2025Q1: 17,264 shares; 2025Q2: 17,270 shares; 2025Q3: 17,475 shares; 2025Q4: 17,484 shares; 2026Q1: 17,463 shares 17,463 $17.4M 0.48% -21 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,633 shares; 2024Q4: 89,573 shares; 2025Q1: 88,405 shares; 2025Q2: 87,036 shares; 2025Q3: 86,330 shares; 2025Q4: 84,078 shares; 2026Q1: 82,171 shares 82,171 $17.1M 0.47% -1,907 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,067 shares; 2024Q4: 62,025 shares; 2025Q1: 61,438 shares; 2025Q2: 65,753 shares; 2025Q3: 61,930 shares; 2025Q4: 61,587 shares; 2026Q1: 62,570 shares 62,570 $16.9M 0.47% +983 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,709 shares; 2024Q4: 86,707 shares; 2025Q1: 85,707 shares; 2025Q2: 83,318 shares; 2025Q3: 79,507 shares; 2025Q4: 78,712 shares; 2026Q1: 77,875 shares 77,875 $16.9M 0.47% -837 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,200 shares; 2024Q4: 102,885 shares; 2025Q1: 102,885 shares; 2025Q2: 101,885 shares; 2025Q3: 101,110 shares; 2025Q4: 100,395 shares; 2026Q1: 99,895 shares 99,895 $16.4M 0.45% -500 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,030 shares; 2025Q1: 13,482 shares; 2025Q2: 14,130 shares; 2025Q3: 11,731 shares; 2025Q4: 11,920 shares; 2026Q1: 12,356 shares 12,356 $16.3M 0.45% +436 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,502 shares; 2024Q4: 89,045 shares; 2025Q1: 88,175 shares; 2025Q2: 85,784 shares; 2025Q3: 83,693 shares; 2025Q4: 84,711 shares; 2026Q1: 86,178 shares 86,178 $15.7M 0.43% +1,467 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,257 shares; 2024Q4: 73,057 shares; 2025Q1: 72,292 shares; 2025Q2: 72,155 shares; 2025Q3: 69,051 shares; 2025Q4: 68,416 shares; 2026Q1: 68,416 shares 68,416 $15.7M 0.43% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,855 shares; 2024Q4: 33,762 shares; 2025Q1: 33,367 shares; 2025Q2: 32,692 shares; 2025Q3: 31,567 shares; 2025Q4: 31,547 shares; 2026Q1: 31,487 shares 31,487 $15.6M 0.43% -60 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,639 shares; 2024Q4: 310,336 shares; 2025Q1: 300,359 shares; 2025Q2: 294,383 shares; 2025Q3: 275,327 shares; 2025Q4: 280,005 shares; 2026Q1: 287,031 shares 287,031 $15.5M 0.43% +7,026 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,173 shares; 2024Q4: 81,720 shares; 2025Q1: 90,524 shares; 2025Q2: 96,053 shares; 2025Q3: 90,643 shares; 2025Q4: 92,978 shares; 2026Q1: 95,296 shares 95,296 $15.3M 0.42% +2,318 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,060 shares; 2025Q1: 1,138 shares; 2025Q2: 48,440 shares; 2025Q3: 51,301 shares; 2025Q4: 56,630 shares; 2026Q1: 81,053 shares 81,053 $15.1M 0.42% +24,423 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,093 shares; 2024Q4: 246,397 shares; 2025Q1: 246,386 shares; 2025Q2: 239,436 shares; 2025Q3: 227,115 shares; 2025Q4: 228,305 shares; 2026Q1: 231,611 shares 231,611 $15.1M 0.42% +3,306 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,738 shares; 2024Q4: 251,543 shares; 2025Q1: 265,368 shares; 2025Q2: 325,101 shares; 2025Q3: 282,538 shares; 2025Q4: 282,217 shares; 2026Q1: 279,273 shares 279,273 $14.5M 0.4% -2,944 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,278 shares; 2024Q4: 133,748 shares; 2025Q1: 135,781 shares; 2025Q2: 135,642 shares; 2025Q3: 123,142 shares; 2025Q4: 116,482 shares; 2026Q1: 118,172 shares 118,172 $14.2M 0.39% +1,690 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,335 shares; 2024Q4: 217,347 shares; 2025Q1: 240,127 shares; 2025Q2: 251,648 shares; 2025Q3: 266,935 shares; 2025Q4: 299,939 shares; 2026Q1: 320,604 shares 320,604 $14.2M 0.39% +20,665 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,215 shares; 2024Q4: 158,427 shares; 2025Q1: 155,348 shares; 2025Q2: 157,918 shares; 2025Q3: 146,985 shares; 2025Q4: 143,238 shares; 2026Q1: 146,374 shares 146,374 $14.1M 0.39% +3,136 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,158 shares; 2024Q4: 208,926 shares; 2025Q1: 209,726 shares; 2025Q2: 211,398 shares; 2025Q3: 196,111 shares; 2025Q4: 194,933 shares; 2026Q1: 197,530 shares 197,530 $14M 0.39% +2,597 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,123 shares; 2024Q4: 271,249 shares; 2025Q1: 283,854 shares; 2025Q2: 306,677 shares; 2025Q3: 279,282 shares; 2025Q4: 272,390 shares; 2026Q1: 277,639 shares 277,639 $13.9M 0.38% +5,249 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,344 shares; 2024Q4: 121,291 shares; 2025Q1: 130,962 shares; 2025Q2: 153,141 shares; 2025Q3: 114,275 shares; 2025Q4: 125,469 shares; 2026Q1: 145,744 shares 145,744 $13.8M 0.38% +20,275 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,611 shares; 2024Q4: 170,877 shares; 2025Q1: 171,586 shares; 2025Q2: 173,010 shares; 2025Q3: 151,758 shares; 2025Q4: 162,343 shares; 2026Q1: 173,303 shares 173,303 $13.8M 0.38% +10,960 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,852 shares; 2024Q4: 32,195 shares; 2025Q1: 31,742 shares; 2025Q2: 31,742 shares; 2025Q3: 31,492 shares; 2025Q4: 31,242 shares; 2026Q1: 30,742 shares 30,742 $13.7M 0.38% -500 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,913 shares; 2025Q1: 12,967 shares; 2025Q2: 14,817 shares; 2025Q3: 13,938 shares; 2025Q4: 14,042 shares; 2026Q1: 14,172 shares 14,172 $13.6M 0.38% +130 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,496 shares; 2024Q4: 151,414 shares; 2025Q1: 142,923 shares; 2025Q2: 130,582 shares; 2025Q3: 130,062 shares; 2025Q4: 124,559 shares; 2026Q1: 122,461 shares 122,461 $13.4M 0.37% -2,098 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,546 shares; 2024Q4: 44,536 shares; 2025Q1: 44,354 shares; 2025Q2: 43,270 shares; 2025Q3: 40,673 shares; 2025Q4: 40,325 shares; 2026Q1: 40,356 shares 40,356 $13.3M 0.37% +31 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,673 shares; 2024Q4: 87,715 shares; 2025Q1: 86,552 shares; 2025Q2: 85,431 shares; 2025Q3: 85,271 shares; 2025Q4: 83,899 shares; 2026Q1: 82,825 shares 82,825 $13.2M 0.36% -1,074 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,132 shares; 2024Q4: 201,732 shares; 2025Q1: 201,586 shares; 2025Q2: 201,586 shares; 2025Q3: 162,586 shares; 2025Q4: 163,786 shares; 2026Q1: 168,036 shares 168,036 $13.2M 0.36% +4,250 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,777 shares; 2024Q4: 107,029 shares; 2025Q1: 105,114 shares; 2025Q2: 101,078 shares; 2025Q3: 101,198 shares; 2025Q4: 99,698 shares; 2026Q1: 99,441 shares 99,441 $13.1M 0.36% -257 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,166 shares; 2024Q4: 117,152 shares; 2025Q1: 116,810 shares; 2025Q2: 115,559 shares; 2025Q3: 115,509 shares; 2025Q4: 115,390 shares; 2026Q1: 115,290 shares 115,290 $13M 0.36% -100 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,251 shares; 2024Q4: 41,386 shares; 2025Q1: 41,284 shares; 2025Q2: 38,292 shares; 2025Q3: 35,101 shares; 2025Q4: 34,931 shares; 2026Q1: 36,092 shares 36,092 $12.8M 0.35% +1,161 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,524 shares; 2024Q4: 136,722 shares; 2025Q1: 136,366 shares; 2025Q2: 141,290 shares; 2025Q3: 142,172 shares; 2025Q4: 140,742 shares; 2026Q1: 142,484 shares 142,484 $12.8M 0.35% +1,742 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,204 shares; 2024Q4: 190,878 shares; 2025Q1: 184,759 shares; 2025Q2: 187,235 shares; 2025Q3: 178,684 shares; 2025Q4: 178,006 shares; 2026Q1: 175,686 shares 175,686 $12.5M 0.35% -2,320 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,535 shares; 2024Q4: 80,535 shares; 2025Q1: 80,535 shares; 2025Q2: 79,085 shares; 2025Q3: 75,585 shares; 2025Q4: 74,725 shares; 2026Q1: 74,013 shares 74,013 $12.5M 0.35% -712 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,780 shares; 2024Q4: 93,720 shares; 2025Q1: 93,748 shares; 2025Q2: 93,028 shares; 2025Q3: 93,629 shares; 2025Q4: 93,501 shares; 2026Q1: 93,501 shares 93,501 $12M 0.33% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,398 shares; 2024Q4: 192,820 shares; 2025Q1: 179,541 shares; 2025Q2: 174,622 shares; 2025Q3: 163,561 shares; 2025Q4: 156,911 shares; 2026Q1: 150,158 shares 150,158 $12M 0.33% -6,753 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,858 shares; 2024Q4: 136,536 shares; 2025Q1: 136,078 shares; 2025Q2: 137,494 shares; 2025Q3: 136,306 shares; 2025Q4: 135,856 shares; 2026Q1: 134,918 shares 134,918 $11.7M 0.32% -938 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,542 shares; 2024Q4: 63,388 shares; 2025Q1: 63,177 shares; 2025Q2: 65,027 shares; 2025Q3: 56,705 shares; 2025Q4: 56,455 shares; 2026Q1: 59,204 shares 59,204 $11.3M 0.31% +2,749 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,362 shares; 2025Q1: 2,379 shares; 2025Q2: 2,391 shares; 2025Q3: 2,383 shares; 2025Q4: 18,577 shares; 2026Q1: 19,706 shares 19,706 $11.3M 0.31% +1,129 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,876 shares; 2024Q4: 71,885 shares; 2025Q1: 58,737 shares; 2025Q2: 57,843 shares; 2025Q3: 51,043 shares; 2025Q4: 50,162 shares; 2026Q1: 49,696 shares 49,696 $11.2M 0.31% -466 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,101 shares; 2024Q4: 196,586 shares; 2025Q1: 203,542 shares; 2025Q2: 219,289 shares; 2025Q3: 200,194 shares; 2025Q4: 199,229 shares; 2026Q1: 207,061 shares 207,061 $10.9M 0.3% +7,832 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,927 shares; 2024Q4: 120,769 shares; 2025Q1: 130,635 shares; 2025Q2: 139,733 shares; 2025Q3: 115,719 shares; 2025Q4: 112,722 shares; 2026Q1: 115,628 shares 115,628 $10.7M 0.3% +2,906 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,932 shares; 2024Q4: 134,341 shares; 2025Q1: 137,553 shares; 2025Q2: 138,782 shares; 2025Q3: 123,745 shares; 2025Q4: 125,707 shares; 2026Q1: 127,922 shares 127,922 $10.2M 0.28% +2,215 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,316 shares; 2024Q4: 197,391 shares; 2025Q1: 198,343 shares; 2025Q2: 198,261 shares; 2025Q3: 177,656 shares; 2025Q4: 175,097 shares; 2026Q1: 176,097 shares 176,097 $10.2M 0.28% +1,000 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,377 shares; 2024Q4: 34,284 shares; 2025Q1: 32,521 shares; 2025Q2: 31,239 shares; 2025Q3: 31,042 shares; 2025Q4: 30,996 shares; 2026Q1: 30,256 shares 30,256 $9.95M 0.27% -740 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,973 shares; 2024Q4: 38,933 shares; 2025Q1: 37,220 shares; 2025Q2: 37,390 shares; 2025Q3: 37,047 shares; 2025Q4: 37,029 shares; 2026Q1: 36,739 shares 36,739 $9.56M 0.26% -290 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,425 shares; 2024Q4: 49,950 shares; 2025Q1: 48,542 shares; 2025Q2: 48,326 shares; 2025Q3: 48,365 shares; 2025Q4: 46,598 shares; 2026Q1: 46,136 shares 46,136 $9.37M 0.26% -462 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,155 shares; 2024Q4: 26,155 shares; 2025Q1: 26,155 shares; 2025Q2: 26,153 shares; 2025Q3: 26,153 shares; 2025Q4: 26,153 shares; 2026Q1: 26,183 shares 26,183 $9.33M 0.26% +30 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,080 shares; 2024Q4: 83,511 shares; 2025Q1: 85,392 shares; 2025Q2: 87,573 shares; 2025Q3: 80,038 shares; 2025Q4: 80,575 shares; 2026Q1: 83,021 shares 83,021 $9.19M 0.25% +2,446 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,538 shares; 2024Q4: 26,938 shares; 2025Q1: 26,058 shares; 2025Q2: 25,756 shares; 2025Q3: 25,582 shares; 2025Q4: 25,487 shares; 2026Q1: 25,801 shares 25,801 $9.08M 0.25% +314 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: 9,713 shares; 2025Q1: 9,265 shares; 2025Q2: 9,163 shares; 2025Q3: 9,117 shares; 2025Q4: 8,674 shares; 2026Q1: 8,311 shares 8,311 $9.07M 0.25% -363 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,033 shares; 2024Q4: 48,676 shares; 2025Q1: 48,811 shares; 2025Q2: 49,517 shares; 2025Q3: 46,174 shares; 2025Q4: 47,855 shares; 2026Q1: 49,446 shares 49,446 $8.91M 0.25% +1,591 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,359 shares; 2024Q4: 114,411 shares; 2025Q1: 112,826 shares; 2025Q2: 116,112 shares; 2025Q3: 114,937 shares; 2025Q4: 112,544 shares; 2026Q1: 113,717 shares 113,717 $8.65M 0.24% +1,173 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,976 shares; 2024Q4: 66,976 shares; 2025Q1: 65,465 shares; 2025Q2: 63,486 shares; 2025Q3: 63,486 shares; 2025Q4: 63,496 shares; 2026Q1: 65,496 shares 65,496 $8.59M 0.24% +2,000 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,077 shares; 2024Q4: 70,852 shares; 2025Q1: 70,794 shares; 2025Q2: 69,887 shares; 2025Q3: 69,281 shares; 2025Q4: 67,821 shares; 2026Q1: 66,502 shares 66,502 $8.56M 0.24% -1,319 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,879 shares; 2024Q4: 55,419 shares; 2025Q1: 63,222 shares; 2025Q2: 66,913 shares; 2025Q3: 61,513 shares; 2025Q4: 64,811 shares; 2026Q1: 66,982 shares 66,982 $8.44M 0.23% +2,171 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,070 shares; 2024Q4: 74,508 shares; 2025Q1: 71,321 shares; 2025Q2: 72,091 shares; 2025Q3: 71,106 shares; 2025Q4: 80,194 shares; 2026Q1: 82,645 shares 82,645 $8.2M 0.23% +2,451 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,829 shares; 2024Q4: 12,843 shares; 2025Q1: 12,843 shares; 2025Q2: 12,524 shares; 2025Q3: 12,706 shares; 2025Q4: 12,536 shares; 2026Q1: 12,534 shares 12,534 $8.15M 0.22% -2 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 55,562 shares; 2025Q1: 62,157 shares; 2025Q2: 65,786 shares; 2025Q3: 57,041 shares; 2025Q4: 58,574 shares; 2026Q1: 61,784 shares 61,784 $8.09M 0.22% +3,210 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,666 shares; 2024Q4: 62,102 shares; 2025Q1: 104,597 shares; 2025Q2: 107,868 shares; 2025Q3: 97,046 shares; 2025Q4: 94,570 shares; 2026Q1: 99,164 shares 99,164 $7.74M 0.21% +4,594 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 103,040 shares; 2025Q2: 107,057 shares; 2025Q3: 98,134 shares; 2025Q4: 100,861 shares; 2026Q1: 103,997 shares 103,997 $7.48M 0.21% +3,136 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,659 shares; 2024Q4: 85,480 shares; 2025Q1: 88,295 shares; 2025Q2: 91,159 shares; 2025Q3: 78,577 shares; 2025Q4: 66,677 shares; 2026Q1: 64,776 shares 64,776 $7.35M 0.2% -1,901 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,968 shares; 2024Q4: 65,193 shares; 2025Q1: 66,393 shares; 2025Q2: 66,696 shares; 2025Q3: 57,163 shares; 2025Q4: 55,233 shares; 2026Q1: 55,535 shares 55,535 $7.27M 0.2% +302 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,124 shares; 2024Q4: 120,243 shares; 2025Q1: 123,524 shares; 2025Q2: 129,523 shares; 2025Q3: 103,316 shares; 2025Q4: 107,458 shares; 2026Q1: 113,121 shares 113,121 $6.92M 0.19% +5,663 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,126 shares; 2024Q4: 135,126 shares; 2025Q1: 134,626 shares; 2025Q2: 134,657 shares; 2025Q3: 134,612 shares; 2025Q4: 134,609 shares; 2026Q1: 134,609 shares 134,609 $6.92M 0.19% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,582 shares; 2024Q4: 163,157 shares; 2025Q1: 161,087 shares; 2025Q2: 160,495 shares; 2025Q3: 147,704 shares; 2025Q4: 145,547 shares; 2026Q1: 152,464 shares 152,464 $6.9M 0.19% +6,917 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,804 shares; 2024Q4: 38,494 shares; 2025Q1: 38,549 shares; 2025Q2: 39,523 shares; 2025Q3: 35,573 shares; 2025Q4: 35,523 shares; 2026Q1: 35,507 shares 35,507 $6.73M 0.19% -16 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,165 shares; 2024Q4: 37,994 shares; 2025Q1: 37,469 shares; 2025Q2: 37,465 shares; 2025Q3: 37,517 shares; 2025Q4: 35,799 shares; 2026Q1: 35,597 shares 35,597 $6.49M 0.18% -202 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,737 shares; 2024Q4: 43,737 shares; 2025Q1: 43,761 shares; 2025Q2: 43,589 shares; 2025Q3: 43,323 shares; 2025Q4: 43,199 shares; 2026Q1: 43,199 shares 43,199 $6.3M 0.17% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,383 shares; 2024Q4: 30,108 shares; 2025Q1: 30,282 shares; 2025Q2: 29,582 shares; 2025Q3: 26,882 shares; 2025Q4: 26,045 shares; 2026Q1: 25,830 shares 25,830 $6.26M 0.17% -215 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,758 shares; 2024Q4: 74,758 shares; 2025Q1: 74,758 shares; 2025Q2: 74,758 shares; 2025Q3: 74,719 shares; 2025Q4: 74,719 shares; 2026Q1: 74,719 shares 74,719 $6.16M 0.17% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,193 shares; 2024Q4: 40,504 shares; 2025Q1: 35,856 shares; 2025Q2: 32,808 shares; 2025Q3: 30,124 shares; 2025Q4: 28,853 shares; 2026Q1: 28,267 shares 28,267 $6.06M 0.17% -586 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,681 shares; 2024Q4: 39,168 shares; 2025Q1: 38,024 shares; 2025Q2: 41,844 shares; 2025Q3: 41,200 shares; 2025Q4: 43,138 shares; 2026Q1: 33,354 shares 33,354 $5.99M 0.17% -9,784 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,602 shares; 2024Q4: 16,602 shares; 2025Q1: 16,602 shares; 2025Q2: 16,602 shares; 2025Q3: 16,602 shares; 2025Q4: 21,488 shares; 2026Q1: 21,676 shares 21,676 $5.77M 0.16% +188 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,484 shares; 2024Q4: 56,018 shares; 2025Q1: 56,027 shares; 2025Q2: 55,211 shares; 2025Q3: 52,968 shares; 2025Q4: 47,251 shares; 2026Q1: 46,469 shares 46,469 $5.63M 0.16% -782 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,763 shares; 2024Q4: 45,297 shares; 2025Q1: 40,541 shares; 2025Q2: 38,891 shares; 2025Q3: 38,425 shares; 2025Q4: 37,858 shares; 2026Q1: 36,665 shares 36,665 $5.6M 0.15% -1,193 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,537 shares; 2024Q4: 415,553 shares; 2025Q1: 415,735 shares; 2025Q2: 412,018 shares; 2025Q3: 388,438 shares; 2025Q4: 204,658 shares; 2026Q1: 194,256 shares 194,256 $5.58M 0.15% -10,402 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 5,604 shares; 2025Q1: 5,633 shares; 2025Q2: 5,638 shares; 2025Q3: 5,665 shares; 2025Q4: 57,650 shares; 2026Q1: 57,600 shares 57,600 $5.54M 0.15% -50 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,481 shares; 2024Q4: 17,481 shares; 2025Q1: 17,481 shares; 2025Q2: 17,481 shares; 2025Q3: 17,311 shares; 2025Q4: 17,311 shares; 2026Q1: 17,311 shares 17,311 $5.43M 0.15% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,234 shares; 2024Q4: 89,681 shares; 2025Q1: 87,289 shares; 2025Q2: 87,847 shares; 2025Q3: 89,458 shares; 2025Q4: 91,790 shares; 2026Q1: 95,942 shares 95,942 $5.35M 0.15% +4,152 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,912 shares; 2024Q4: 200,710 shares; 2025Q1: 195,453 shares; 2025Q2: 192,317 shares; 2025Q3: 190,612 shares; 2025Q4: 185,615 shares; 2026Q1: 182,352 shares 182,352 $5.12M 0.14% -3,263 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,049 shares; 2024Q4: 16,826 shares; 2025Q1: 14,753 shares; 2025Q2: 15,246 shares; 2025Q3: 15,122 shares; 2025Q4: 14,989 shares; 2026Q1: 14,246 shares 14,246 $5.11M 0.14% -743 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,507 shares; 2024Q4: 82,503 shares; 2025Q1: 81,253 shares; 2025Q2: 81,964 shares; 2025Q3: 83,140 shares; 2025Q4: 88,890 shares; 2026Q1: 90,586 shares 90,586 $5.05M 0.14% +1,696 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,110 shares; 2024Q4: 55,110 shares; 2025Q1: 54,822 shares; 2025Q2: 47,809 shares; 2025Q3: 44,307 shares; 2025Q4: 42,111 shares; 2026Q1: 34,723 shares 34,723 $5.05M 0.14% -7,388 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 4,643 shares; 2025Q3: 5,723 shares; 2025Q4: 6,306 shares; 2026Q1: 10,943 shares 10,943 $4.65M 0.13% +4,637 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,190 shares; 2025Q1: 14,237 shares; 2025Q2: 12,395 shares; 2025Q3: 12,224 shares; 2025Q4: 12,244 shares; 2026Q1: 12,224 shares 12,224 $4.54M 0.13% -20 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,163 shares; 2024Q4: 44,685 shares; 2025Q1: 44,248 shares; 2025Q2: 45,432 shares; 2025Q3: 45,459 shares; 2025Q4: 45,262 shares; 2026Q1: 45,237 shares 45,237 $4.39M 0.12% -25 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,669 shares; 2024Q4: 19,752 shares; 2025Q1: 19,688 shares; 2025Q2: 18,782 shares; 2025Q3: 18,648 shares; 2025Q4: 20,220 shares; 2026Q1: 20,171 shares 20,171 $4.34M 0.12% -49 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,869 shares; 2024Q4: 41,484 shares; 2025Q1: 39,909 shares; 2025Q2: 40,902 shares; 2025Q3: 40,730 shares; 2025Q4: 40,680 shares; 2026Q1: 39,844 shares 39,844 $4.21M 0.12% -836 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,232 shares; 2024Q4: 44,222 shares; 2025Q1: 43,563 shares; 2025Q2: 42,982 shares; 2025Q3: 42,982 shares; 2025Q4: 42,816 shares; 2026Q1: 42,785 shares 42,785 $4.16M 0.11% -31 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,350 shares; 2025Q1: 19,900 shares; 2025Q2: 19,250 shares; 2025Q3: 16,650 shares; 2025Q4: 16,520 shares; 2026Q1: 18,505 shares 18,505 $3.95M 0.11% +1,985 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,485 shares; 2024Q4: 15,459 shares; 2025Q1: 15,359 shares; 2025Q2: 14,753 shares; 2025Q3: 14,396 shares; 2025Q4: 14,196 shares; 2026Q1: 14,578 shares 14,578 $3.82M 0.11% +382 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,689 shares; 2024Q4: 39,622 shares; 2025Q1: 38,853 shares; 2025Q2: 38,798 shares; 2025Q3: 36,705 shares; 2025Q4: 42,036 shares; 2026Q1: 42,957 shares 42,957 $3.81M 0.11% +921 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,648 shares; 2024Q4: 70,756 shares; 2025Q1: 67,384 shares; 2025Q2: 59,679 shares; 2025Q3: 60,218 shares; 2025Q4: 59,788 shares; 2026Q1: 61,092 shares 61,092 $3.71M 0.1% +1,304 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,518 shares; 2024Q4: 31,518 shares; 2025Q1: 31,018 shares; 2025Q2: 30,018 shares; 2025Q3: 29,518 shares; 2025Q4: 29,518 shares; 2026Q1: 30,724 shares 30,724 $3.56M 0.1% +1,206 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 9,130 shares; 2025Q1: 9,519 shares; 2025Q2: 9,586 shares; 2025Q3: 9,504 shares; 2025Q4: 9,570 shares; 2026Q1: 9,307 shares 9,307 $3.54M 0.1% -263 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,861 shares; 2024Q4: 43,411 shares; 2025Q1: 45,436 shares; 2025Q2: 42,386 shares; 2025Q3: 37,133 shares; 2025Q4: 35,664 shares; 2026Q1: 35,214 shares 35,214 $3.4M 0.09% -450 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,229 shares; 2024Q4: 33,401 shares; 2025Q1: 37,592 shares; 2025Q2: 40,071 shares; 2025Q3: 40,158 shares; 2025Q4: 40,803 shares; 2026Q1: 40,445 shares 40,445 $3.31M 0.09% -358 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,402 shares; 2024Q4: 153,915 shares; 2025Q1: 132,312 shares; 2025Q2: 128,795 shares; 2025Q3: 118,844 shares; 2025Q4: 55,751 shares; 2026Q1: 49,752 shares 49,752 $3.31M 0.09% -5,999 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,107 shares; 2024Q4: 56,627 shares; 2025Q1: 50,024 shares; 2025Q2: 47,498 shares; 2025Q3: 47,364 shares; 2025Q4: 45,978 shares; 2026Q1: 45,712 shares 45,712 $3.17M 0.09% -266 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,643 shares; 2024Q4: 41,732 shares; 2025Q1: 41,484 shares; 2025Q2: 44,345 shares; 2025Q3: 40,789 shares; 2025Q4: 40,589 shares; 2026Q1: 40,796 shares 40,796 $3.14M 0.09% +207 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 21,108 shares; 2026Q1: 28,744 shares 28,744 $3.05M 0.08% +7,636 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,839 shares; 2024Q4: 24,112 shares; 2025Q1: 21,989 shares; 2025Q2: 22,630 shares; 2025Q3: 19,570 shares; 2025Q4: 18,996 shares; 2026Q1: 18,699 shares 18,699 $2.94M 0.08% -297 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,748 shares; 2024Q4: 11,698 shares; 2025Q1: 11,698 shares; 2025Q2: 11,230 shares; 2025Q3: 11,230 shares; 2025Q4: 10,480 shares; 2026Q1: 10,219 shares 10,219 $2.93M 0.08% -261 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,455 shares; 2024Q4: 9,455 shares; 2025Q1: 9,352 shares; 2025Q2: 9,332 shares; 2025Q3: 9,308 shares; 2025Q4: 10,441 shares; 2026Q1: 9,067 shares 9,067 $2.91M 0.08% -1,374 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 16,762 shares; 2025Q1: 16,975 shares; 2025Q2: 16,981 shares; 2025Q3: 17,017 shares; 2025Q4: 17,027 shares; 2026Q1: 19,464 shares 19,464 $2.77M 0.08% +2,437 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 9,141 shares; 2025Q1: 9,134 shares; 2025Q2: 9,203 shares; 2025Q3: 9,659 shares; 2025Q4: 9,645 shares; 2026Q1: 9,635 shares 9,635 $2.77M 0.08% -10 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,263 shares; 2024Q4: 31,263 shares; 2025Q1: 30,763 shares; 2025Q2: 30,227 shares; 2025Q3: 29,977 shares; 2025Q4: 24,358 shares; 2026Q1: 23,361 shares 23,361 $2.76M 0.08% -997 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,835 shares; 2025Q2: 22,489 shares; 2025Q3: 22,157 shares; 2025Q4: 25,293 shares; 2026Q1: 25,630 shares 25,630 $2.66M 0.07% +337 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,368 shares; 2024Q4: 35,853 shares; 2025Q1: 33,903 shares; 2025Q2: 33,177 shares; 2025Q3: 33,070 shares; 2025Q4: 28,008 shares; 2026Q1: 27,406 shares 27,406 $2.34M 0.06% -602 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,013 shares; 2025Q1: 5,017 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares; 2025Q4: 5,021 shares; 2026Q1: 5,021 shares 5,021 $2.33M 0.06% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,130 shares; 2025Q1: 1,126 shares; 2025Q2: 1,051 shares; 2025Q3: 706 shares; 2025Q4: 691 shares; 2026Q1: 689 shares 689 $2.33M 0.06% -2 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,827 shares; 2024Q4: 22,798 shares; 2025Q1: 22,792 shares; 2025Q2: 22,791 shares; 2025Q3: 22,938 shares; 2025Q4: 22,759 shares; 2026Q1: 22,759 shares 22,759 $2.29M 0.06% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,970 shares; 2024Q4: 40,970 shares; 2025Q1: 40,970 shares; 2025Q2: 40,968 shares; 2025Q3: 40,968 shares; 2025Q4: 40,918 shares; 2026Q1: 40,918 shares 40,918 $2.26M 0.06% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,516 shares; 2024Q4: 17,979 shares; 2025Q1: 16,848 shares; 2025Q2: 16,920 shares; 2025Q3: 16,213 shares; 2025Q4: 15,813 shares; 2026Q1: 15,499 shares 15,499 $2.25M 0.06% -314 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,089 shares; 2024Q4: 11,858 shares; 2025Q1: 11,858 shares; 2025Q2: 11,858 shares; 2025Q3: 11,858 shares; 2025Q4: 11,858 shares; 2026Q1: 11,858 shares 11,858 $2.25M 0.06% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,253 shares; 2025Q1: 6,273 shares; 2025Q2: 6,273 shares; 2025Q3: 5,773 shares; 2025Q4: 5,773 shares; 2026Q1: 7,916 shares 7,916 $2.25M 0.06% +2,143 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,348 shares; 2024Q4: 28,227 shares; 2025Q1: 27,189 shares; 2025Q2: 26,059 shares; 2025Q3: 23,982 shares; 2025Q4: 22,841 shares; 2026Q1: 22,296 shares 22,296 $2.19M 0.06% -545 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,669 shares; 2024Q4: 38,049 shares; 2025Q1: 38,049 shares; 2025Q2: 37,969 shares; 2025Q3: 37,933 shares; 2025Q4: 37,693 shares; 2026Q1: 37,693 shares 37,693 $2.14M 0.06% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,289 shares; 2024Q4: 76,093 shares; 2025Q1: 71,358 shares; 2025Q2: 64,824 shares; 2025Q3: 63,122 shares; 2025Q4: 59,390 shares; 2026Q1: 57,362 shares 57,362 $2.14M 0.06% -2,028 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 6,413 shares; 2025Q1: 6,428 shares; 2025Q2: 4,716 shares; 2025Q3: 4,715 shares; 2025Q4: 4,377 shares; 2026Q1: 4,267 shares 4,267 $2.13M 0.06% -110 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,530 shares; 2024Q4: 9,503 shares; 2025Q1: 9,503 shares; 2025Q2: 9,453 shares; 2025Q3: 9,453 shares; 2025Q4: 9,433 shares; 2026Q1: 9,755 shares 9,755 $2.12M 0.06% +322 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,048 shares; 2024Q4: 20,093 shares; 2025Q1: 20,694 shares; 2025Q2: 22,196 shares; 2025Q3: 21,393 shares; 2025Q4: 19,879 shares; 2026Q1: 19,778 shares 19,778 $2.11M 0.06% -101 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,208 shares; 2024Q4: 101,148 shares; 2025Q1: 100,258 shares; 2025Q2: 103,112 shares; 2025Q3: 93,633 shares; 2025Q4: 89,835 shares; 2026Q1: 92,659 shares 92,659 $2.08M 0.06% +2,824 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,515 shares; 2024Q4: 33,581 shares; 2025Q1: 30,089 shares; 2025Q2: 24,182 shares; 2025Q3: 24,017 shares; 2025Q4: 23,445 shares; 2026Q1: 22,652 shares 22,652 $2.04M 0.06% -793 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 10,608 shares; 2025Q1: 10,498 shares; 2025Q2: 10,457 shares; 2025Q3: 10,527 shares; 2025Q4: 10,452 shares; 2026Q1: 10,237 shares 10,237 $2.04M 0.06% -215 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,851 shares; 2025Q1: 1,852 shares; 2025Q2: 1,917 shares; 2025Q3: 1,967 shares; 2025Q4: 1,925 shares; 2026Q1: 2,287 shares 2,287 $2M 0.06% +362 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,662 shares; 2025Q2: 3,952 shares; 2025Q3: 4,102 shares; 2025Q4: 3,711 shares; 2026Q1: 4,636 shares 4,636 $1.99M 0.06% +925 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 4,082 shares; 2025Q1: 4,096 shares; 2025Q2: 3,870 shares; 2025Q3: 3,871 shares; 2025Q4: 3,775 shares; 2026Q1: 3,801 shares 3,801 $1.87M 0.05% +26 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,535 shares; 2024Q4: 48,535 shares; 2025Q1: 48,535 shares; 2025Q2: 45,477 shares; 2025Q3: 45,657 shares; 2025Q4: 45,657 shares; 2026Q1: 45,127 shares 45,127 $1.85M 0.05% -530 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,695 shares; 2024Q4: 79,488 shares; 2025Q1: 77,643 shares; 2025Q2: 77,864 shares; 2025Q3: 62,944 shares; 2025Q4: 59,362 shares; 2026Q1: 60,967 shares 60,967 $1.77M 0.05% +1,605 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 14,241 shares; 2025Q1: 16,669 shares; 2025Q2: 17,833 shares; 2025Q3: 18,083 shares; 2025Q4: 15,437 shares; 2026Q1: 15,543 shares 15,543 $1.75M 0.05% +106 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 11,638 shares; 2025Q1: 11,638 shares; 2025Q2: 11,637 shares; 2025Q3: 11,867 shares; 2025Q4: 11,638 shares; 2026Q1: 11,638 shares 11,638 $1.54M 0.04% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 8,248 shares; 2025Q1: 8,034 shares; 2025Q2: 8,034 shares; 2025Q3: 8,034 shares; 2025Q4: 8,034 shares; 2026Q1: 8,034 shares 8,034 $1.54M 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 8,067 shares; 2025Q1: 8,041 shares; 2025Q2: 7,725 shares; 2025Q3: 7,695 shares; 2025Q4: 7,193 shares; 2026Q1: 7,119 shares 7,119 $1.5M 0.04% -74 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,774 shares; 2024Q4: 9,739 shares; 2025Q1: 9,739 shares; 2025Q2: 9,739 shares; 2025Q3: 9,739 shares; 2025Q4: 9,389 shares; 2026Q1: 9,386 shares 9,386 $1.46M 0.04% -3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,270 shares; 2025Q1: 9,000 shares; 2025Q2: 9,200 shares; 2025Q3: 8,847 shares; 2025Q4: 8,847 shares; 2026Q1: 8,546 shares 8,546 $1.41M 0.04% -301 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 12,259 shares; 2025Q1: 12,259 shares; 2025Q2: 11,741 shares; 2025Q3: 11,741 shares; 2025Q4: 11,741 shares; 2026Q1: 10,948 shares 10,948 $1.37M 0.04% -793 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 3,931 shares; 2025Q1: 3,931 shares; 2025Q2: 3,817 shares; 2025Q3: 3,813 shares; 2025Q4: 3,758 shares; 2026Q1: 3,778 shares 3,778 $1.35M 0.04% +20 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,890 shares 32,890 $1.31M 0.04% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,900 shares; 2024Q4: 41,868 shares; 2025Q1: 35,586 shares; 2025Q2: 35,022 shares; 2025Q3: 35,022 shares; 2025Q4: 35,022 shares; 2026Q1: 41,612 shares 41,612 $1.28M 0.04% +6,590 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 6,973 shares; 2025Q1: 6,993 shares; 2025Q2: 7,035 shares; 2025Q3: 7,049 shares; 2025Q4: 6,473 shares; 2026Q1: 6,378 shares 6,378 $1.26M 0.03% -95 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,176 shares; 2024Q4: 14,587 shares; 2025Q1: 14,587 shares; 2025Q2: 14,536 shares; 2025Q3: 14,552 shares; 2025Q4: 14,336 shares; 2026Q1: 14,231 shares 14,231 $1.25M 0.03% -105 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,080 shares; 2024Q4: 14,075 shares; 2025Q1: 14,045 shares; 2025Q2: 13,486 shares; 2025Q3: 13,491 shares; 2025Q4: 13,490 shares; 2026Q1: 12,990 shares 12,990 $1.25M 0.03% -500 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,755 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,303 shares; 2025Q4: 2,305 shares; 2026Q1: 2,200 shares 2,200 $1.18M 0.03% -105 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,631 shares; 2025Q2: 2,631 shares; 2025Q3: 2,851 shares; 2025Q4: 2,629 shares; 2026Q1: 2,623 shares 2,623 $1.15M 0.03% -6 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,066 shares; 2024Q4: 24,066 shares; 2025Q1: 24,066 shares; 2025Q2: 23,831 shares; 2025Q3: 23,831 shares; 2025Q4: 23,831 shares; 2026Q1: 23,831 shares 23,831 $1.13M 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,861 shares; 2024Q4: 8,861 shares; 2025Q1: 8,861 shares; 2025Q2: 8,648 shares; 2025Q3: 8,648 shares; 2025Q4: 8,478 shares; 2026Q1: 8,011 shares 8,011 $1.12M 0.03% -467 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,419 shares; 2024Q4: 65,325 shares; 2025Q1: 62,322 shares; 2025Q2: 65,238 shares; 2025Q3: 53,784 shares; 2025Q4: 29,345 shares; 2026Q1: 26,531 shares 26,531 $1.11M 0.03% -2,814 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 16,150 shares; 2025Q1: 16,276 shares; 2025Q2: 16,325 shares; 2025Q3: 16,335 shares; 2025Q4: 16,345 shares; 2026Q1: 16,345 shares 16,345 $1.07M 0.03% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,728 shares; 2025Q1: 5,164 shares; 2025Q2: 5,109 shares; 2025Q3: 5,427 shares; 2025Q4: 5,427 shares; 2026Q1: 5,605 shares 5,605 $1.03M 0.03% +178 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 7,124 shares; 2025Q1: 7,124 shares; 2025Q2: 7,124 shares; 2025Q3: 7,124 shares; 2025Q4: 7,124 shares; 2026Q1: 7,132 shares 7,132 $986K 0.03% +8 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,139 shares; 2024Q4: 18,139 shares; 2025Q1: 15,639 shares; 2025Q2: 14,139 shares; 2025Q3: 14,139 shares; 2025Q4: 14,154 shares; 2026Q1: 13,154 shares 13,154 $957K 0.03% -1,000 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 3,866 shares; 2025Q1: 3,422 shares; 2025Q2: 3,372 shares; 2025Q3: 3,272 shares; 2025Q4: 3,002 shares; 2026Q1: 2,765 shares 2,765 $949K 0.03% -237 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,046 shares; 2024Q4: 7,641 shares; 2025Q1: 7,255 shares; 2025Q2: 5,543 shares; 2025Q3: 5,543 shares; 2025Q4: 5,293 shares; 2026Q1: 4,434 shares 4,434 $947K 0.03% -859 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,080 shares; 2026Q1: 12,166 shares 12,166 $927K 0.03% +86 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 6,350 shares; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,460 shares; 2025Q4: 6,350 shares; 2026Q1: 6,350 shares 6,350 $919K 0.03% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,262 shares; 2026Q1: 3,562 shares 3,562 $917K 0.03% +300 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,910 shares; 2024Q4: 73,910 shares; 2025Q1: 73,910 shares; 2025Q2: 70,435 shares; 2025Q3: 70,285 shares; 2025Q4: 53,535 shares; 2026Q1: 53,035 shares 53,035 $914K 0.03% -500 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,200 shares; 2025Q1: 5,100 shares; 2025Q2: 4,820 shares; 2025Q3: 4,520 shares; 2025Q4: 4,469 shares; 2026Q1: 4,349 shares 4,349 $913K 0.03% -120 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,498 shares; 2024Q4: 28,802 shares; 2025Q1: 20,234 shares; 2025Q2: 19,667 shares; 2025Q3: 18,192 shares; 2025Q4: 17,139 shares; 2026Q1: 16,062 shares 16,062 $904K 0.02% -1,077 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,851 shares; 2024Q4: 18,639 shares; 2025Q1: 16,002 shares; 2025Q2: 14,710 shares; 2025Q3: 14,630 shares; 2025Q4: 14,520 shares; 2026Q1: 14,511 shares 14,511 $897K 0.02% -9 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 13,406 shares; 2025Q1: 13,206 shares; 2025Q2: 13,673 shares; 2025Q3: 12,923 shares; 2025Q4: 12,923 shares; 2026Q1: 13,005 shares 13,005 $858K 0.02% +82 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,927 shares; 2024Q4: 8,188 shares; 2025Q1: 6,660 shares; 2025Q2: 6,546 shares; 2025Q3: 6,056 shares; 2025Q4: 5,991 shares; 2026Q1: 5,936 shares 5,936 $850K 0.02% -55 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,303 shares; 2024Q4: 15,303 shares; 2025Q1: 15,285 shares; 2025Q2: 15,288 shares; 2025Q3: 15,291 shares; 2025Q4: 15,294 shares; 2026Q1: 14,316 shares 14,316 $846K 0.02% -978 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,055 shares; 2025Q1: 9,279 shares; 2025Q2: 9,279 shares; 2025Q3: 9,279 shares; 2025Q4: 9,279 shares; 2026Q1: 8,779 shares 8,779 $816K 0.02% -500 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,914 shares; 2025Q1: 2,854 shares; 2025Q2: 2,854 shares; 2025Q3: 2,856 shares; 2025Q4: 5,691 shares; 2026Q1: 5,691 shares 5,691 $756K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,574 shares; 2025Q1: 1,574 shares; 2025Q2: 1,297 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,307 shares 1,307 $736K 0.02% +13 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,285 shares; 2025Q1: 4,185 shares; 2025Q2: 4,085 shares; 2025Q3: 3,935 shares; 2025Q4: 3,839 shares; 2026Q1: 3,734 shares 3,734 $732K 0.02% -105 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,830 shares; 2024Q4: 8,758 shares; 2025Q1: 8,755 shares; 2025Q2: 8,155 shares; 2025Q3: 8,155 shares; 2025Q4: 8,005 shares; 2026Q1: 8,005 shares 8,005 $724K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,006 shares; 2025Q1: 3,967 shares; 2025Q2: 3,947 shares; 2025Q3: 3,942 shares; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares 3,941 $723K 0.02% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 10,915 shares; 2025Q1: 10,915 shares; 2025Q2: 10,915 shares; 2025Q3: 10,915 shares; 2025Q4: 10,915 shares; 2026Q1: 10,915 shares 10,915 $722K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,349 shares; 2024Q4: 74,302 shares; 2025Q1: 68,604 shares; 2025Q2: 64,519 shares; 2025Q3: 17,992 shares; 2025Q4: 16,137 shares; 2026Q1: 16,137 shares 16,137 $712K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,354 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,177 shares 1,177 $711K 0.02% -8 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 3,003 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 2,609 shares; 2025Q4: 2,359 shares; 2026Q1: 1,665 shares 1,665 $710K 0.02% -694 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,742 shares; 2025Q1: 3,623 shares; 2025Q2: 3,687 shares; 2025Q3: 3,557 shares; 2025Q4: 3,557 shares; 2026Q1: 3,557 shares 3,557 $698K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 944 shares; 2026Q1: 944 shares 944 $659K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,817 shares; 2024Q4: 3,817 shares; 2025Q1: 3,817 shares; 2025Q2: 7,037 shares; 2025Q3: 7,527 shares; 2025Q4: 7,222 shares; 2026Q1: 7,222 shares 7,222 $654K 0.02% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 5,626 shares; 2025Q1: 5,626 shares; 2025Q2: 5,976 shares; 2025Q3: 5,876 shares; 2025Q4: 8,472 shares; 2026Q1: 8,372 shares 8,372 $630K 0.02% -100 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,756 shares; 2026Q1: 6,756 shares 6,756 $630K 0.02% -1,000 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 21,304 shares; 2025Q1: 21,304 shares; 2025Q2: 21,304 shares; 2025Q3: 21,304 shares; 2025Q4: 21,304 shares; 2026Q1: 21,304 shares 21,304 $621K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $599K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 4,133 shares; 2025Q1: 4,133 shares; 2025Q2: 4,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,133 shares; 2026Q1: 4,133 shares 4,133 $577K 0.02% 0 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,202 shares; 2024Q4: 100,335 shares; 2025Q1: 65,616 shares; 2025Q2: 60,646 shares; 2025Q3: 45,142 shares; 2025Q4: 43,347 shares; 2026Q1: 41,903 shares 41,903 $567K 0.02% -1,444 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,656 shares; 2025Q3: 13,709 shares; 2025Q4: 13,659 shares; 2026Q1: 13,621 shares 13,621 $566K 0.02% -38 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,561 shares; 2025Q1: 3,561 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 7,122 shares; 2026Q1: 9,011 shares 9,011 $552K 0.02% +1,889 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,485 shares; 2025Q1: 12,508 shares; 2025Q2: 11,982 shares; 2025Q3: 12,242 shares; 2025Q4: 11,860 shares; 2026Q1: 11,695 shares 11,695 $538K 0.01% -165 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,330 shares; 2025Q1: 5,910 shares; 2025Q2: 5,808 shares; 2025Q3: 5,808 shares; 2025Q4: 5,813 shares; 2026Q1: 5,813 shares 5,813 $535K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,220 shares; 2025Q1: 3,211 shares; 2025Q2: 2,960 shares; 2025Q3: 2,300 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares 2,285 $530K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,487 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,469 shares; 2026Q1: 1,497 shares 1,497 $512K 0.01% +28 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,093 shares; 2025Q1: 717 shares; 2025Q2: 743 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares 885 $511K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,294 shares; 2025Q1: 3,294 shares; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 3,294 shares; 2026Q1: 3,294 shares 3,294 $499K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $493K 0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 4,018 shares; 2025Q1: 4,038 shares; 2025Q2: 4,053 shares; 2025Q3: 4,058 shares; 2025Q4: 4,058 shares; 2026Q1: 4,058 shares 4,058 $458K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,470 shares; 2024Q4: 9,470 shares; 2025Q1: 9,470 shares; 2025Q2: 9,540 shares; 2025Q3: 9,470 shares; 2025Q4: 9,470 shares; 2026Q1: 9,685 shares 9,685 $450K 0.01% +215 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 14,260 shares; 2025Q1: 13,155 shares; 2025Q2: 10,215 shares; 2025Q3: 10,060 shares; 2025Q4: 9,685 shares; 2026Q1: 9,685 shares 9,685 $439K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,646 shares; 2024Q4: 24,646 shares; 2025Q1: 24,646 shares; 2025Q2: 24,646 shares; 2025Q3: 24,546 shares; 2025Q4: 22,546 shares; 2026Q1: 22,046 shares 22,046 $425K 0.01% -500 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,110 shares; 2025Q1: 5,110 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,531 shares; 2026Q1: 4,531 shares 4,531 $423K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: 8,690 shares; 2025Q1: 8,690 shares; 2025Q2: 8,690 shares; 2025Q3: 8,690 shares; 2025Q4: 8,742 shares; 2026Q1: 7,285 shares 7,285 $416K 0.01% -1,457 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,063 shares; 2025Q1: 7,116 shares; 2025Q2: 7,135 shares; 2025Q3: 7,135 shares; 2025Q4: 7,143 shares; 2026Q1: 7,143 shares 7,143 $411K 0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,650 shares; 2024Q4: 13,650 shares; 2025Q1: 12,625 shares; 2025Q2: 12,625 shares; 2025Q3: 12,625 shares; 2025Q4: 11,875 shares; 2026Q1: 12,625 shares 12,625 $411K 0.01% +750 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares; 2026Q1: 3,615 shares 3,615 $403K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 4,766 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: 4,630 shares; 2025Q4: 3,480 shares; 2026Q1: 1,942 shares 1,942 $401K 0.01% -1,538 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,240 shares 5,240 $401K 0.01% new Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,588 shares; 2024Q4: 13,588 shares; 2025Q1: 13,588 shares; 2025Q2: 13,588 shares; 2025Q3: 13,588 shares; 2025Q4: 13,588 shares; 2026Q1: 13,588 shares 13,588 $400K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,340 shares; 2025Q1: 2,332 shares; 2025Q2: 2,412 shares; 2025Q3: 2,477 shares; 2025Q4: 2,557 shares; 2026Q1: 2,657 shares 2,657 $389K 0.01% +100 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,064 shares; 2024Q4: 7,984 shares; 2025Q1: 4,036 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 4,040 shares; 2026Q1: 4,040 shares 4,040 $383K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 956 shares 956 $375K 0.01% +1 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,252 shares; 2025Q1: 4,195 shares; 2025Q2: 4,205 shares; 2025Q3: 4,205 shares; 2025Q4: 4,205 shares; 2026Q1: 4,205 shares 4,205 $372K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 600 shares 600 $370K 0.01% -37 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 49 shares; 2025Q4: 48 shares; 2026Q1: 1,225 shares 1,225 $365K 0.01% +1,177 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,629 shares; 2024Q4: 13,818 shares; 2025Q1: 13,818 shares; 2025Q2: 13,818 shares; 2025Q3: 13,817 shares; 2025Q4: 13,717 shares; 2026Q1: 13,717 shares 13,717 $358K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,133 shares; 2024Q4: 5,133 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,343 shares; 2025Q4: 5,133 shares; 2026Q1: 7,133 shares 7,133 $352K 0.01% +2,000 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,220 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares 1,182 $349K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares; 2026Q1: 2,719 shares 2,719 $344K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: 13,105 shares; 2025Q1: 13,105 shares; 2025Q2: 13,684 shares; 2025Q3: 13,630 shares; 2025Q4: 10,105 shares; 2026Q1: 10,105 shares 10,105 $339K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 13,563 shares; 2025Q1: 13,563 shares; 2025Q2: 13,320 shares; 2025Q3: 13,320 shares; 2025Q4: 12,945 shares; 2026Q1: 13,151 shares 13,151 $337K 0.01% +206 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 5,173 shares; 2025Q1: 4,975 shares; 2025Q2: 4,876 shares; 2025Q3: 4,810 shares; 2025Q4: 3,459 shares; 2026Q1: 4,111 shares 4,111 $327K 0.01% +652 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares 1,108 $323K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 4,758 shares; 2025Q2: 4,736 shares; 2025Q3: 4,711 shares; 2025Q4: 4,696 shares; 2026Q1: 4,684 shares 4,684 $319K 0.01% -12 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,246 shares; 2024Q4: 8,516 shares; 2025Q1: 6,516 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $318K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,642 shares; 2025Q3: 5,642 shares; 2025Q4: 8,463 shares; 2026Q1: 7,816 shares 7,816 $316K 0.01% -647 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,332 shares 2,332 $313K 0.01% new 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; 2024Q2: restricted; 2024Q3: 12,793 shares; 2024Q4: 13,703 shares; 2025Q1: 13,639 shares; 2025Q2: 9,503 shares; 2025Q3: 9,503 shares; 2025Q4: 9,176 shares; 2026Q1: 8,926 shares 8,926 $307K 0.01% -250 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,884 shares; 2025Q1: 4,065 shares; 2025Q2: 3,965 shares; 2025Q3: 3,365 shares; 2025Q4: 3,380 shares; 2026Q1: 3,380 shares 3,380 $306K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 1,755 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares 1,764 $304K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 8,535 shares; 2025Q1: 8,535 shares; 2025Q2: 8,535 shares; 2025Q3: 8,535 shares; 2025Q4: 8,535 shares; 2026Q1: 8,035 shares 8,035 $304K 0.01% -500 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: 10,450 shares; 2025Q1: 9,950 shares; 2025Q2: 9,950 shares; 2025Q3: 9,950 shares; 2025Q4: 9,950 shares; 2026Q1: 9,950 shares 9,950 $293K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 393 shares; 2025Q2: 397 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $291K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,621 shares; 2026Q1: 2,661 shares 2,661 $280K 0.01% +40 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,303 shares 1,303 $276K 0.01% -1 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 7,280 shares; 2025Q1: 7,179 shares; 2025Q2: 6,106 shares; 2025Q3: 5,856 shares; 2025Q4: 3,699 shares; 2026Q1: 3,689 shares 3,689 $275K 0.01% -10 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,701 shares; 2025Q1: 3,559 shares; 2025Q2: 3,546 shares; 2025Q3: 3,928 shares; 2025Q4: 3,262 shares; 2026Q1: 3,272 shares 3,272 $274K 0.01% +10 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,352 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares 1,840 $273K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,889 shares; 2025Q1: 2,869 shares; 2025Q2: 2,559 shares; 2025Q3: 2,502 shares; 2025Q4: 2,332 shares; 2026Q1: 2,332 shares 2,332 $268K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 965 shares; 2025Q1: 815 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 780 shares; 2026Q1: 791 shares 791 $267K 0.01% +11 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,041 shares; 2025Q1: 3,026 shares; 2025Q2: 3,329 shares; 2025Q3: 1,765 shares; 2025Q4: 1,241 shares; 2026Q1: 1,241 shares 1,241 $259K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 4,137 shares; 2025Q1: 3,623 shares; 2025Q2: 2,905 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares; 2026Q1: 2,825 shares 2,825 $255K 0.01% +90 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 890 shares; 2025Q1: 1,059 shares; 2025Q2: 1,051 shares; 2025Q3: 1,046 shares; 2025Q4: 941 shares; 2026Q1: 840 shares 840 $254K 0.01% -101 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,840 shares; 2025Q1: 4,248 shares; 2025Q2: 4,248 shares; 2025Q3: 4,248 shares; 2025Q4: 4,248 shares; 2026Q1: 4,248 shares 4,248 $250K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $249K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,567 shares; 2026Q1: 4,266 shares 4,266 $243K 0.01% -3,301 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $239K 0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,544 shares; 2024Q4: 8,458 shares; 2025Q1: 5,700 shares; 2025Q2: 4,911 shares; 2025Q3: 4,660 shares; 2025Q4: 4,591 shares; 2026Q1: 4,389 shares 4,389 $239K 0.01% -202 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $239K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 261 shares; 2025Q3: 528 shares; 2025Q4: 473 shares; 2026Q1: 773 shares 773 $234K 0.01% +300 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares 1,337 $232K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,195 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,035 shares; 2026Q1: 2,034 shares 2,034 $230K 0.01% -1 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,175 shares; 2025Q1: 1,925 shares; 2025Q2: 1,930 shares; 2025Q3: 1,935 shares; 2025Q4: 1,939 shares; 2026Q1: 1,919 shares 1,919 $229K 0.01% -20 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares 1,157 $229K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,916 shares; 2024Q4: 4,916 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares; 2026Q1: 1,921 shares 1,921 $228K 0.01% -3,195 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,798 shares; 2025Q4: 1,717 shares; 2026Q1: 1,717 shares 1,717 $227K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares 1,310 $222K 0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,647 shares; 2026Q1: 1,647 shares 1,647 $216K 0.01% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 13,598 shares; 2025Q1: 13,588 shares; 2025Q2: 13,588 shares; 2025Q3: 13,588 shares; 2025Q4: 13,722 shares; 2026Q1: 10,938 shares 10,938 $213K 0.01% -2,784 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,692 shares 5,692 $211K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,886 shares; 2025Q1: 3,886 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 3,379 shares; 2026Q1: 2,872 shares 2,872 $206K 0.01% -507 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 2,436 shares; 2025Q1: 2,442 shares; 2025Q2: 2,379 shares; 2025Q3: 2,333 shares; 2025Q4: 2,353 shares; 2026Q1: 2,847 shares 2,847 $203K 0.01% +494 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 219 shares; 2026Q1: 719 shares 719 $201K 0.01% +500 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 783 shares; 2025Q3: 780 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $197K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 886 shares; 2025Q1: 1,081 shares; 2025Q2: 1,078 shares; 2025Q3: 1,228 shares; 2025Q4: 1,062 shares; 2026Q1: 1,179 shares 1,179 $194K 0.01% +117 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; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $193K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,127 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 952 shares 952 $189K 0.01% -61 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 128 shares; 2025Q2: 1,920 shares; 2025Q3: 1,915 shares; 2025Q4: 1,915 shares; 2026Q1: 2,035 shares 2,035 $188K 0.01% +120 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 2,471 shares; 2025Q2: 2,326 shares; 2025Q3: 2,329 shares; 2025Q4: 2,129 shares; 2026Q1: 2,131 shares 2,131 $185K 0.01% +2 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $181K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares; 2026Q1: 2,451 shares 2,451 $178K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,265 shares; 2025Q1: 2,327 shares; 2025Q2: 1,420 shares; 2025Q3: 1,425 shares; 2025Q4: 1,433 shares; 2026Q1: 1,438 shares 1,438 $173K <0.01% +5 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares 1,048 $171K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,213 shares; 2024Q4: 12,015 shares; 2025Q1: 11,963 shares; 2025Q2: 11,474 shares; 2025Q3: 11,174 shares; 2025Q4: 10,894 shares; 2026Q1: 10,894 shares 10,894 $171K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,597 shares; 2025Q3: 1,482 shares; 2025Q4: 1,436 shares; 2026Q1: 2,444 shares 2,444 $170K <0.01% +1,008 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,176 shares; 2024Q4: 16,176 shares; 2025Q1: 16,176 shares; 2025Q2: 16,176 shares; 2025Q3: 16,176 shares; 2025Q4: 16,176 shares; 2026Q1: 16,176 shares 16,176 $168K <0.01% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares 1,854 $167K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 2,212 shares; 2026Q1: 2,212 shares 2,212 $164K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,671 shares; 2026Q1: 1,667 shares 1,667 $163K <0.01% -4 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 1,874 shares 1,874 $158K <0.01% +1,526 Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 13,039 shares; 2025Q1: 12,039 shares; 2025Q2: 12,039 shares; 2025Q3: 12,039 shares; 2025Q4: 12,039 shares; 2026Q1: 12,039 shares 12,039 $158K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 837 shares; 2026Q1: 1,489 shares 1,489 $158K <0.01% +652 Timeline XBMNX BLACKROCK 2037 MUNICIPAL TAR More: the full row for BLACKROCK 2037 MUNICIPAL TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,091 shares 6,091 $158K <0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 630 shares 630 $158K <0.01% +330 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,862 shares 1,862 $156K <0.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,131 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,066 shares 1,066 $155K <0.01% -27 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,079 shares; 2025Q1: 2,589 shares; 2025Q2: 2,483 shares; 2025Q3: 2,385 shares; 2025Q4: 2,291 shares; 2026Q1: 2,280 shares 2,280 $149K <0.01% -11 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares 665 $146K <0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 2,768 shares 2,768 $144K <0.01% +1,213 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,395 shares; 2025Q1: 5,970 shares; 2025Q2: 5,970 shares; 2025Q3: 5,770 shares; 2025Q4: 5,640 shares; 2026Q1: 5,345 shares 5,345 $141K <0.01% -295 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $139K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 2,752 shares; 2025Q3: 2,752 shares; 2025Q4: 2,752 shares; 2026Q1: 2,752 shares 2,752 $138K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $138K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 259 shares; 2025Q2: 269 shares; 2025Q3: 271 shares; 2025Q4: 270 shares; 2026Q1: 295 shares 295 $136K <0.01% +25 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 803 shares; 2026Q1: 803 shares 803 $130K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,768 shares; 2025Q1: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 2,768 shares; 2025Q4: 2,768 shares; 2026Q1: 2,768 shares 2,768 $130K <0.01% 0 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $129K <0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 5,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares 1,785 $127K <0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,012 shares; 2025Q1: 3,012 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 3,012 shares; 2026Q1: 1,503 shares 1,503 $125K <0.01% -1,509 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 871 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 867 shares 867 $125K <0.01% -2 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 4,506 shares; 2025Q1: 4,506 shares; 2025Q2: 4,288 shares; 2025Q3: 4,288 shares; 2025Q4: 4,288 shares; 2026Q1: 4,288 shares 4,288 $125K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 389 shares 389 $124K <0.01% +34 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares 1,894 $123K <0.01% 0 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,539 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 2,821 shares; 2026Q1: 2,821 shares 2,821 $123K <0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,992 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares 2,990 $123K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $122K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,955 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,214 shares; 2026Q1: 1,264 shares 1,264 $119K <0.01% +50 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $117K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares 1,537 $116K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 351 shares; 2025Q3: 500 shares; 2025Q4: 480 shares; 2026Q1: 470 shares 470 $116K <0.01% -10 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 809 shares 809 $114K <0.01% -76 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 777 shares 777 $114K <0.01% -26 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares; 2026Q1: 2,519 shares 2,519 $112K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,275 shares 2,275 $112K <0.01% -505 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 131 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $110K <0.01% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,039 shares 1,039 $110K <0.01% -7 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,400 shares; 2025Q3: 900 shares; 2025Q4: 3,020 shares; 2026Q1: 3,420 shares 3,420 $109K <0.01% +400 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 536 shares; 2025Q4: 1,062 shares; 2026Q1: 998 shares 998 $109K <0.01% -64 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 250 shares; 2025Q3: 993 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743 $108K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 553 shares 553 $107K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 1,833 shares; 2025Q3: 1,832 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $106K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 507 shares 507 $106K <0.01% +86 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $105K <0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,608 shares; 2026Q1: 1,872 shares 1,872 $104K <0.01% -1,736 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares; 2026Q1: 2,654 shares 2,654 $103K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 568 shares; 2025Q3: 543 shares; 2025Q4: 546 shares; 2026Q1: 546 shares 546 $102K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 188 shares; 2025Q1: 231 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $102K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares 945 $101K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 151 shares; 2025Q1: 160 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 820 shares; 2026Q1: 960 shares 960 $100K <0.01% +140 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $99.8K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 556 shares; 2025Q1: 446 shares; 2025Q2: 431 shares; 2025Q3: 426 shares; 2025Q4: 418 shares; 2026Q1: 408 shares 408 $99.6K <0.01% -10 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,937 shares; 2024Q4: 20,812 shares; 2025Q1: 16,752 shares; 2025Q2: 12,877 shares; 2025Q3: 11,794 shares; 2025Q4: 5,804 shares; 2026Q1: 5,794 shares 5,794 $98.4K <0.01% -10 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,910 shares 3,910 $97K <0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 361 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 398 shares 398 $96.7K <0.01% +20 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,765 shares; 2026Q1: 1,700 shares 1,700 $96.4K <0.01% -65 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 84 shares; 2025Q3: 85 shares; 2025Q4: 87 shares; 2026Q1: 107 shares 107 $95.8K <0.01% +20 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 1,884 shares 1,884 $95.7K <0.01% +1,214 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 979 shares; 2025Q2: 1,958 shares; 2025Q3: 1,958 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares 1,978 $91.8K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 700 shares; 2025Q3: 800 shares; 2025Q4: 820 shares; 2026Q1: 840 shares 840 $90.9K <0.01% +20 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,595 shares; 2026Q1: 2,629 shares 2,629 $87.3K <0.01% +34 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 711 shares 711 $85.9K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 698 shares; 2026Q1: 698 shares 698 $85.7K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: not reported; 2026Q1: 1,239 shares 1,239 $84.4K <0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 275 shares; 2025Q3: 270 shares; 2025Q4: 260 shares; 2026Q1: 259 shares 259 $84.4K <0.01% -1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $83.9K <0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $83.7K <0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,311 shares 1,311 $82.5K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 113 shares 113 $82.3K <0.01% +15 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 2,305 shares; 2026Q1: 2,305 shares 2,305 $81K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $80.9K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,584 shares; 2025Q1: 3,131 shares; 2025Q2: 3,030 shares; 2025Q3: 1,974 shares; 2025Q4: 1,964 shares; 2026Q1: 1,666 shares 1,666 $80.1K <0.01% -298 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,186 shares; 2025Q1: 5,142 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares; 2025Q4: 4,847 shares; 2026Q1: 3,347 shares 3,347 $79.7K <0.01% -1,500 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $79.3K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $77.9K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 112 shares 112 $76.4K <0.01% +15 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $75.9K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 97 shares; 2025Q2: 108 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 137 shares 137 $75.2K <0.01% +35 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $71.9K <0.01% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 841 shares 841 $71.6K <0.01% +807 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $71.2K <0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares 3,146 $70.2K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 71 shares 71 $69.6K <0.01% +6 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 173 shares; 2026Q1: 177 shares 177 $69.1K <0.01% +4 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,915 shares 1,915 $68.5K <0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,049 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,074 shares 1,074 $67.4K <0.01% -15 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 205 shares 205 $67K <0.01% +29 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 3,415 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 3,415 shares 3,415 $66.8K <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 87 shares; 2025Q2: 97 shares; 2025Q3: 337 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $66.3K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 1,040 shares 1,040 $65.1K <0.01% +72 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $64.9K <0.01% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 819 shares 819 $64.8K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $64.8K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares 1,566 $64.5K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 546 shares; 2026Q1: 546 shares 546 $63K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 497 shares 497 $62.4K <0.01% +10 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 149 shares; 2026Q1: 192 shares 192 $62K <0.01% +43 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 3,394 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,694 shares; 2025Q4: 2,394 shares; 2026Q1: 2,144 shares 2,144 $61.6K <0.01% -250 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 141 shares 141 $61.5K <0.01% +21 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 166 shares; 2025Q3: 168 shares; 2025Q4: 171 shares; 2026Q1: 190 shares 190 $60.9K <0.01% +19 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 431 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 425 shares 425 $60.7K <0.01% -2 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 45 shares; 2026Q1: 95 shares 95 $60.4K <0.01% +50 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares 1,708 $59.5K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 455 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 720 shares 720 $58.8K <0.01% +225 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares 564 $58K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,126 shares; 2024Q4: 7,922 shares; 2025Q1: 7,909 shares; 2025Q2: 2,717 shares; 2025Q3: 2,717 shares; 2025Q4: 863 shares; 2026Q1: 863 shares 863 $56.8K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 5,000 shares 5,000 $56.4K <0.01% +1,500 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares; 2026Q1: 1,255 shares 1,255 $56K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $54.9K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 466 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467 $53.9K <0.01% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 900 shares 900 $53.8K <0.01% -250 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 185 shares; 2025Q2: 215 shares; 2025Q3: 225 shares; 2025Q4: 237 shares; 2026Q1: 1,362 shares 1,362 $53.4K <0.01% +1,125 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 114 shares; 2025Q2: 116 shares; 2025Q3: 123 shares; 2025Q4: 126 shares; 2026Q1: 136 shares 136 $52.8K <0.01% +10 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,232 shares 1,232 $52.1K <0.01% -72 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 171 shares; 2026Q1: 170 shares 170 $51.7K <0.01% -1 Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 8,268 shares; 2025Q1: 4,700 shares; 2025Q2: 5,700 shares; 2025Q3: 3,200 shares; 2025Q4: 10,293 shares; 2026Q1: 10,293 shares 10,293 $51.4K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,713 shares; 2025Q1: 1,434 shares; 2025Q2: 1,177 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares 1,106 $50.7K <0.01% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,439 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares 1,497 $50.6K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,062 shares; 2025Q1: 4,062 shares; 2025Q2: 4,062 shares; 2025Q3: 2,270 shares; 2025Q4: 910 shares; 2026Q1: 910 shares 910 $50.2K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $49.7K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 125 shares 125 $49.6K <0.01% +3 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: 1,043 shares 1,043 $49.1K <0.01% -200 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 244 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,675 shares; 2026Q1: 5,535 shares 5,535 $48.3K <0.01% -140 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 169 shares 169 $47.7K <0.01% +53 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $47.5K <0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486 $47.5K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $47.3K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 474 shares; 2025Q2: 484 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 492 shares 492 $46.2K <0.01% +3 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $45.5K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,134 shares; 2024Q4: 19,134 shares; 2025Q1: 19,509 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $45.5K <0.01% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 800 shares; 2026Q1: 738 shares 738 $45K <0.01% -62 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 465 shares; 2025Q4: 445 shares; 2026Q1: 455 shares 455 $44.2K <0.01% +10 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449 $44K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $43.2K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,270 shares; 2025Q1: 15,755 shares; 2025Q2: 21,255 shares; 2025Q3: 2,107 shares; 2025Q4: 2,607 shares; 2026Q1: 2,557 shares 2,557 $43K <0.01% -50 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 630 shares; 2025Q3: 1,516 shares; 2025Q4: 1,516 shares; 2026Q1: 1,631 shares 1,631 $42.2K <0.01% +115 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 37 shares; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $41.7K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 138 shares; 2026Q1: 238 shares 238 $41.6K <0.01% +100 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 677 shares; 2026Q1: 677 shares 677 $41.3K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445 $41.2K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 136 shares; 2025Q3: 139 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $39.9K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 5,010 shares; 2025Q1: 2,710 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 3,442 shares 3,442 $39.7K <0.01% +812 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $39.5K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 189 shares 189 $39.2K <0.01% -10 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $38.6K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 110 shares; 2026Q1: 195 shares 195 $38.5K <0.01% +85 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 316 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 478 shares 478 $38.3K <0.01% -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; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 592 shares 592 $38.2K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 400 shares; 2025Q3: 416 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $38.2K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $37.8K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 412 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $37.3K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 64 shares; 2025Q2: 75 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 180 shares 180 $36.8K <0.01% +100 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $36.4K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $36K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 713 shares 713 $36K <0.01% +147 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 244 shares; 2025Q3: 242 shares; 2025Q4: 1,240 shares; 2026Q1: 238 shares 238 $35.8K <0.01% -1,002 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,374 shares; 2026Q1: 2,374 shares 2,374 $35.7K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 445 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 299 shares; 2026Q1: 149 shares 149 $35.7K <0.01% -150 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 280 shares 280 $35.4K <0.01% -1 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 1,475 shares; 2025Q3: 1,474 shares; 2025Q4: 737 shares; 2026Q1: 737 shares 737 $35.3K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 52 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 63 shares; 2026Q1: 50 shares 50 $35.1K <0.01% -13 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 886 shares; 2025Q4: 916 shares; 2026Q1: 901 shares 901 $35.1K <0.01% -15 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 899 shares; 2025Q1: 891 shares; 2025Q2: 189 shares; 2025Q3: 188 shares; 2025Q4: 183 shares; 2026Q1: 171 shares 171 $34.9K <0.01% -12 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $34.8K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $34.5K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $34.2K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 225 shares 225 $33.8K <0.01% +7 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 116 shares 116 $33.7K <0.01% +19 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $33.7K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 2,770 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 463 shares 463 $33.7K <0.01% -95 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 220 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 248 shares 248 $33.5K <0.01% -10 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 288 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $33.2K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,715 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,715 shares; 2026Q1: 2,105 shares 2,105 $32.9K <0.01% +390 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $32.9K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $32.9K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $32.7K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $32.6K <0.01% 0 Timeline