FMBL FARMERS & MERCHANTS BANK/CA More: the full row for FARMERS & MERCHANTS BANK/CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 6,378 shares; 2025Q1: 6,374 shares; 2025Q2: 6,404 shares; 2025Q3: 5,831 shares; 2025Q4: 5,824 shares; 2026Q1: 5,811 shares 5,811 $48.1M 11.3% -13 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: 130,550 shares; 2024Q4: 127,440 shares; 2025Q1: 129,612 shares; 2025Q2: 142,621 shares; 2025Q3: 126,110 shares; 2025Q4: 115,730 shares; 2026Q1: 114,974 shares 114,974 $29.2M 6.85% -756 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: 63,344 shares; 2024Q4: 63,086 shares; 2025Q1: 60,482 shares; 2025Q2: 68,482 shares; 2025Q3: 66,890 shares; 2025Q4: 60,109 shares; 2026Q1: 57,773 shares 57,773 $21.4M 5.02% -2,336 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: 62,931 shares; 2024Q4: 59,816 shares; 2025Q1: 58,424 shares; 2025Q2: 61,414 shares; 2025Q3: 60,220 shares; 2025Q4: 58,668 shares; 2026Q1: 58,697 shares 58,697 $16.9M 3.96% +29 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: 37,581 shares; 2024Q4: 36,164 shares; 2025Q1: 36,131 shares; 2025Q2: 40,180 shares; 2025Q3: 35,588 shares; 2025Q4: 31,589 shares; 2026Q1: 31,924 shares 31,924 $15.3M 3.59% +335 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: 62,595 shares; 2024Q4: 60,738 shares; 2025Q1: 59,545 shares; 2025Q2: 66,573 shares; 2025Q3: 65,644 shares; 2025Q4: 61,141 shares; 2026Q1: 62,863 shares 62,863 $13.1M 3.08% +1,722 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: 14,745 shares; 2024Q4: 14,250 shares; 2025Q1: 13,513 shares; 2025Q2: 14,700 shares; 2025Q3: 14,220 shares; 2025Q4: 13,079 shares; 2026Q1: 13,003 shares 13,003 $13M 3.04% -76 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: 44,356 shares; 2024Q4: 43,589 shares; 2025Q1: 42,495 shares; 2025Q2: 47,354 shares; 2025Q3: 44,936 shares; 2025Q4: 40,096 shares; 2026Q1: 41,055 shares 41,055 $12.1M 2.84% +959 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: 127,883 shares; 2024Q4: 128,750 shares; 2025Q1: 123,775 shares; 2025Q2: 123,553 shares; 2025Q3: 124,503 shares; 2025Q4: 124,693 shares; 2026Q1: 124,058 shares 124,058 $12M 2.83% -635 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: 11,111 shares; 2024Q4: 12,280 shares; 2025Q1: 19,888 shares; 2025Q2: 45,540 shares; 2025Q3: 54,942 shares; 2025Q4: 51,255 shares; 2026Q1: 54,145 shares 54,145 $9.44M 2.22% +2,890 Timeline QUCT QUEEN CITY INVESTMENTS INC More: the full row for QUEEN CITY INVESTMENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,293 shares; 2025Q1: 4,293 shares; 2025Q2: 4,287 shares; 2025Q3: 4,268 shares; 2025Q4: 4,268 shares; 2026Q1: 4,270 shares 4,270 $8.93M 2.1% +2 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $8.62M 2.02% 0 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: 56,835 shares; 2024Q4: 55,835 shares; 2025Q1: 51,923 shares; 2025Q2: 57,811 shares; 2025Q3: 47,025 shares; 2025Q4: 41,802 shares; 2026Q1: 43,417 shares 43,417 $7.37M 1.73% +1,615 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: 21,492 shares; 2024Q4: 21,115 shares; 2025Q1: 20,937 shares; 2025Q2: 22,306 shares; 2025Q3: 22,624 shares; 2025Q4: 21,763 shares; 2026Q1: 22,214 shares 22,214 $6.71M 1.58% +451 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: 8,597 shares; 2024Q4: 7,963 shares; 2025Q1: 7,730 shares; 2025Q2: 7,910 shares; 2025Q3: 7,820 shares; 2025Q4: 7,758 shares; 2026Q1: 7,672 shares 7,672 $6.49M 1.52% -86 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: 29,079 shares; 2024Q4: 28,544 shares; 2025Q1: 27,960 shares; 2025Q2: 33,262 shares; 2025Q3: 31,562 shares; 2025Q4: 26,271 shares; 2026Q1: 26,205 shares 26,205 $6.41M 1.5% -66 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: 37,132 shares; 2024Q4: 36,342 shares; 2025Q1: 35,500 shares; 2025Q2: 46,777 shares; 2025Q3: 38,727 shares; 2025Q4: 29,531 shares; 2026Q1: 29,866 shares 29,866 $6.18M 1.45% +335 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: 24,672 shares; 2024Q4: 24,426 shares; 2025Q1: 24,440 shares; 2025Q2: 24,995 shares; 2025Q3: 25,642 shares; 2025Q4: 25,316 shares; 2026Q1: 25,520 shares 25,520 $5.77M 1.35% +204 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: 15,224 shares; 2024Q4: 14,350 shares; 2025Q1: 13,624 shares; 2025Q2: 13,600 shares; 2025Q3: 13,758 shares; 2025Q4: 13,029 shares; 2026Q1: 13,052 shares 13,052 $5.66M 1.33% +23 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: 43,643 shares; 2024Q4: 43,377 shares; 2025Q1: 43,206 shares; 2025Q2: 51,905 shares; 2025Q3: 52,415 shares; 2025Q4: 43,208 shares; 2026Q1: 44,262 shares 44,262 $5.5M 1.29% +1,054 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: 19,418 shares; 2024Q4: 20,436 shares; 2025Q1: 19,585 shares; 2025Q2: 20,207 shares; 2025Q3: 20,275 shares; 2025Q4: 21,261 shares; 2026Q1: 21,786 shares 21,786 $5.4M 1.27% +525 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: 49,819 shares; 2024Q4: 47,256 shares; 2025Q1: 45,325 shares; 2025Q2: 45,995 shares; 2025Q3: 43,886 shares; 2025Q4: 43,626 shares; 2026Q1: 33,548 shares 33,548 $4.94M 1.16% -10,078 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: 13,929 shares; 2024Q4: 14,492 shares; 2025Q1: 14,462 shares; 2025Q2: 15,474 shares; 2025Q3: 15,304 shares; 2025Q4: 14,786 shares; 2026Q1: 14,652 shares 14,652 $4.53M 1.07% -134 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: 19,079 shares; 2024Q4: 17,610 shares; 2025Q1: 20,840 shares; 2025Q2: 24,583 shares; 2025Q3: 25,688 shares; 2025Q4: 22,159 shares; 2026Q1: 21,833 shares 21,833 $4.35M 1.02% -326 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: 18,002 shares; 2024Q4: 17,454 shares; 2025Q1: 16,775 shares; 2025Q2: 18,791 shares; 2025Q3: 18,720 shares; 2025Q4: 15,876 shares; 2026Q1: 15,960 shares 15,960 $4.32M 1.01% +84 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,759 shares; 2024Q4: 36,192 shares; 2025Q1: 32,797 shares; 2025Q2: 33,975 shares; 2025Q3: 32,828 shares; 2025Q4: 31,440 shares; 2026Q1: 31,595 shares 31,595 $4.3M 1.01% +155 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: 27,406 shares; 2024Q4: 26,849 shares; 2025Q1: 26,472 shares; 2025Q2: 29,491 shares; 2025Q3: 19,230 shares; 2025Q4: 16,103 shares; 2026Q1: 13,833 shares 13,833 $4.18M 0.98% -2,270 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: 14,940 shares; 2024Q4: 15,036 shares; 2025Q1: 14,940 shares; 2025Q2: 15,061 shares; 2025Q3: 14,938 shares; 2025Q4: 14,688 shares; 2026Q1: 14,320 shares 14,320 $3.5M 0.82% -368 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: 11,958 shares; 2024Q4: 11,971 shares; 2025Q1: 12,105 shares; 2025Q2: 18,527 shares; 2025Q3: 17,387 shares; 2025Q4: 11,767 shares; 2026Q1: 12,040 shares 12,040 $3.45M 0.81% +273 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: 15,043 shares; 2024Q4: 14,866 shares; 2025Q1: 15,107 shares; 2025Q2: 15,802 shares; 2025Q3: 17,193 shares; 2025Q4: 17,133 shares; 2026Q1: 17,278 shares 17,278 $3.28M 0.77% +145 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: 27,314 shares; 2024Q4: 25,491 shares; 2025Q1: 26,202 shares; 2025Q2: 28,144 shares; 2025Q3: 28,420 shares; 2025Q4: 26,226 shares; 2026Q1: 26,942 shares 26,942 $3.2M 0.75% +716 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: 6,841 shares; 2024Q4: 6,384 shares; 2025Q1: 5,900 shares; 2025Q2: 5,970 shares; 2025Q3: 4,267 shares; 2025Q4: 4,056 shares; 2026Q1: 4,060 shares 4,060 $2.77M 0.65% +4 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: not reported; 2025Q4: not reported; 2026Q1: 40,538 shares 40,538 $2.76M 0.65% new 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: 11,579 shares; 2024Q4: 11,022 shares; 2025Q1: 10,881 shares; 2025Q2: 11,191 shares; 2025Q3: 11,006 shares; 2025Q4: 10,952 shares; 2026Q1: 11,155 shares 11,155 $2.64M 0.62% +203 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: 2,858 shares; 2024Q4: 2,900 shares; 2025Q1: 2,833 shares; 2025Q2: 3,282 shares; 2025Q3: 3,102 shares; 2025Q4: 2,863 shares; 2026Q1: 2,803 shares 2,803 $2.58M 0.61% -60 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: 18,624 shares; 2024Q4: 18,651 shares; 2025Q1: 19,247 shares; 2025Q2: 26,997 shares; 2025Q3: 26,068 shares; 2025Q4: 17,430 shares; 2026Q1: 17,285 shares 17,285 $2.5M 0.59% -145 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,652 shares; 2025Q1: 3,652 shares; 2025Q2: 3,652 shares; 2025Q3: 3,652 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares 3,652 $2.49M 0.58% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,283 shares; 2025Q1: 4,314 shares; 2025Q2: 5,161 shares; 2025Q3: 5,007 shares; 2025Q4: 4,502 shares; 2026Q1: 4,703 shares 4,703 $2.35M 0.55% +201 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: 3,483 shares; 2024Q4: 2,783 shares; 2025Q1: 2,783 shares; 2025Q2: 3,483 shares; 2025Q3: 3,492 shares; 2025Q4: 3,492 shares; 2026Q1: 3,492 shares 3,492 $2.27M 0.53% 0 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: 21,977 shares; 2024Q4: 22,177 shares; 2025Q1: 22,034 shares; 2025Q2: 23,308 shares; 2025Q3: 23,308 shares; 2025Q4: 23,308 shares; 2026Q1: 23,308 shares 23,308 $2.27M 0.53% 0 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: 10,885 shares; 2024Q4: 10,424 shares; 2025Q1: 10,424 shares; 2025Q2: 12,490 shares; 2025Q3: 12,144 shares; 2025Q4: 9,825 shares; 2026Q1: 9,825 shares 9,825 $2.26M 0.53% 0 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: 2,932 shares; 2024Q4: 3,184 shares; 2025Q1: 3,082 shares; 2025Q2: 3,742 shares; 2025Q3: 3,600 shares; 2025Q4: 3,637 shares; 2026Q1: 3,826 shares 3,826 $2.19M 0.51% +189 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: 10,617 shares; 2024Q4: 10,067 shares; 2025Q1: 10,067 shares; 2025Q2: 10,093 shares; 2025Q3: 10,057 shares; 2025Q4: 9,857 shares; 2026Q1: 9,857 shares 9,857 $2.16M 0.51% 0 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: 17,200 shares; 2024Q4: 17,200 shares; 2025Q1: 17,200 shares; 2025Q2: 17,258 shares; 2025Q3: 17,258 shares; 2025Q4: 17,204 shares; 2026Q1: 17,204 shares 17,204 $1.92M 0.45% 0 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: 6,505 shares; 2024Q4: 6,541 shares; 2025Q1: 6,505 shares; 2025Q2: 12,594 shares; 2025Q3: 12,591 shares; 2025Q4: 6,442 shares; 2026Q1: 5,782 shares 5,782 $1.85M 0.44% -660 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: 5,069 shares; 2024Q4: 4,954 shares; 2025Q1: 4,980 shares; 2025Q2: 5,786 shares; 2025Q3: 5,479 shares; 2025Q4: 5,179 shares; 2026Q1: 5,159 shares 5,159 $1.82M 0.43% -20 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: 2,958 shares; 2024Q4: 2,958 shares; 2025Q1: 2,958 shares; 2025Q2: 2,958 shares; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares; 2026Q1: 2,877 shares 2,877 $1.77M 0.42% -81 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: 5,058 shares; 2024Q4: 5,135 shares; 2025Q1: 5,176 shares; 2025Q2: 7,971 shares; 2025Q3: 7,828 shares; 2025Q4: 5,069 shares; 2026Q1: 5,321 shares 5,321 $1.75M 0.41% +252 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: 11,827 shares; 2024Q4: 11,827 shares; 2025Q1: 11,827 shares; 2025Q2: 11,831 shares; 2025Q3: 11,831 shares; 2025Q4: 11,831 shares; 2026Q1: 11,831 shares 11,831 $1.72M 0.4% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,553 shares; 2025Q2: 5,140 shares; 2025Q3: 5,751 shares; 2025Q4: 5,841 shares; 2026Q1: 5,967 shares 5,967 $1.67M 0.39% +126 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: 8,252 shares; 2024Q4: 8,389 shares; 2025Q1: 8,489 shares; 2025Q2: 8,851 shares; 2025Q3: 8,588 shares; 2025Q4: 8,568 shares; 2026Q1: 8,596 shares 8,596 $1.66M 0.39% +28 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: 37,349 shares; 2024Q4: 35,725 shares; 2025Q1: 38,117 shares; 2025Q2: 38,633 shares; 2025Q3: 34,680 shares; 2025Q4: 28,855 shares; 2026Q1: 28,098 shares 28,098 $1.62M 0.38% -757 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,435 shares; 2025Q2: 9,589 shares; 2025Q3: 10,559 shares; 2025Q4: 10,541 shares; 2026Q1: 10,730 shares 10,730 $1.61M 0.38% +189 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 5,104 shares; 2025Q1: 5,054 shares; 2025Q2: 7,393 shares; 2025Q3: 7,272 shares; 2025Q4: 5,992 shares; 2026Q1: 7,347 shares 7,347 $1.55M 0.36% +1,355 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: 12,786 shares; 2024Q4: 12,847 shares; 2025Q1: 12,077 shares; 2025Q2: 12,174 shares; 2025Q3: 12,056 shares; 2025Q4: 12,006 shares; 2026Q1: 10,646 shares 10,646 $1.55M 0.36% -1,360 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: 4,025 shares; 2024Q4: 4,242 shares; 2025Q1: 5,618 shares; 2025Q2: 17,102 shares; 2025Q3: 6,027 shares; 2025Q4: 7,029 shares; 2026Q1: 7,063 shares 7,063 $1.54M 0.36% +34 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,282 shares; 2025Q1: 2,282 shares; 2025Q2: 2,310 shares; 2025Q3: 2,396 shares; 2025Q4: 2,368 shares; 2026Q1: 2,344 shares 2,344 $1.53M 0.36% -24 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: 8,160 shares; 2024Q4: 7,270 shares; 2025Q1: 7,170 shares; 2025Q2: 11,446 shares; 2025Q3: 11,238 shares; 2025Q4: 11,070 shares; 2026Q1: 13,270 shares 13,270 $1.5M 0.35% +2,200 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: 2,415 shares; 2024Q4: 2,503 shares; 2025Q1: 2,502 shares; 2025Q2: 2,441 shares; 2025Q3: 2,458 shares; 2025Q4: 2,451 shares; 2026Q1: 2,439 shares 2,439 $1.47M 0.35% -12 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: 10,117 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 16,859 shares; 2025Q3: 17,453 shares; 2025Q4: 17,307 shares; 2026Q1: 18,419 shares 18,419 $1.47M 0.34% +1,112 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,379 shares; 2025Q1: 2,379 shares; 2025Q2: 2,379 shares; 2025Q3: 2,379 shares; 2025Q4: 2,379 shares; 2026Q1: 2,379 shares 2,379 $1.44M 0.34% 0 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: 2,443 shares; 2024Q4: 2,443 shares; 2025Q1: 2,346 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,269 shares; 2026Q1: 2,261 shares 2,261 $1.35M 0.32% -8 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: 19,583 shares; 2024Q4: 19,460 shares; 2025Q1: 18,798 shares; 2025Q2: 17,272 shares; 2025Q3: 11,083 shares; 2025Q4: 10,877 shares; 2026Q1: 10,219 shares 10,219 $1.35M 0.32% -658 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: 15,361 shares; 2024Q4: 14,481 shares; 2025Q1: 14,281 shares; 2025Q2: 14,385 shares; 2025Q3: 14,338 shares; 2025Q4: 13,819 shares; 2026Q1: 13,819 shares 13,819 $1.33M 0.31% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 3,870 shares; 2025Q1: 5,344 shares; 2025Q2: 6,248 shares; 2025Q3: 6,577 shares; 2025Q4: 6,550 shares; 2026Q1: 6,484 shares 6,484 $1.32M 0.31% -66 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: 42,949 shares; 2024Q4: 44,162 shares; 2025Q1: 43,989 shares; 2025Q2: 44,085 shares; 2025Q3: 44,350 shares; 2025Q4: 45,464 shares; 2026Q1: 45,117 shares 45,117 $1.31M 0.31% -347 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: 22,819 shares; 2024Q4: 21,933 shares; 2025Q1: 21,443 shares; 2025Q2: 22,050 shares; 2025Q3: 22,088 shares; 2025Q4: 21,955 shares; 2026Q1: 22,639 shares 22,639 $1.25M 0.29% +684 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,301 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares 21,000 $1.15M 0.27% 0 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: 2,630 shares; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 3,234 shares; 2025Q3: 3,030 shares; 2025Q4: 2,922 shares; 2026Q1: 3,081 shares 3,081 $1.15M 0.27% +159 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: 19,136 shares; 2024Q4: 18,699 shares; 2025Q1: 18,752 shares; 2025Q2: 20,121 shares; 2025Q3: 17,694 shares; 2025Q4: 13,249 shares; 2026Q1: 11,516 shares 11,516 $1.11M 0.26% -1,733 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: 15,162 shares; 2024Q4: 15,162 shares; 2025Q1: 15,162 shares; 2025Q2: 15,162 shares; 2025Q3: 14,714 shares; 2025Q4: 14,714 shares; 2026Q1: 14,464 shares 14,464 $1.09M 0.26% -250 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 6,004 shares; 2025Q1: 6,309 shares; 2025Q2: 6,304 shares; 2025Q3: 7,736 shares; 2025Q4: 7,498 shares; 2026Q1: 10,698 shares 10,698 $1.08M 0.25% +3,200 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,720 shares; 2024Q4: 18,022 shares; 2025Q1: 18,011 shares; 2025Q2: 18,011 shares; 2025Q3: 21,249 shares; 2025Q4: 20,871 shares; 2026Q1: 21,322 shares 21,322 $990K 0.23% +451 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: 631 shares; 2024Q4: 642 shares; 2025Q1: 677 shares; 2025Q2: 765 shares; 2025Q3: 731 shares; 2025Q4: 7,417 shares; 2026Q1: 9,888 shares 9,888 $951K 0.22% +2,471 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: 6,609 shares; 2024Q4: 6,609 shares; 2025Q1: 6,776 shares; 2025Q2: 6,629 shares; 2025Q3: 6,629 shares; 2025Q4: 6,518 shares; 2026Q1: 6,518 shares 6,518 $950K 0.22% 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: 6,231 shares; 2024Q4: 6,231 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,231 shares; 2026Q1: 6,115 shares 6,115 $926K 0.22% -116 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,738 shares; 2024Q4: 17,439 shares; 2025Q1: 17,449 shares; 2025Q2: 17,439 shares; 2025Q3: 18,899 shares; 2025Q4: 19,489 shares; 2026Q1: 18,118 shares 18,118 $908K 0.21% -1,371 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,491 shares; 2024Q4: 32,892 shares; 2025Q1: 32,892 shares; 2025Q2: 32,892 shares; 2025Q3: 36,630 shares; 2025Q4: 36,061 shares; 2026Q1: 36,061 shares 36,061 $908K 0.21% 0 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: 11,121 shares; 2024Q4: 10,501 shares; 2025Q1: 10,948 shares; 2025Q2: 12,838 shares; 2025Q3: 12,044 shares; 2025Q4: 11,916 shares; 2026Q1: 11,808 shares 11,808 $898K 0.21% -108 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: 2,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,232 shares; 2026Q1: 2,232 shares 2,232 $874K 0.21% 0 Timeline LMBS 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: 17,014 shares; 2024Q4: 17,738 shares; 2025Q1: 17,990 shares; 2025Q2: 17,979 shares; 2025Q3: 20,120 shares; 2025Q4: 16,501 shares; 2026Q1: 16,501 shares 16,501 $822K 0.19% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,557 shares; 2024Q4: 8,859 shares; 2025Q1: 8,534 shares; 2025Q2: 9,038 shares; 2025Q3: 4,563 shares; 2025Q4: 4,877 shares; 2026Q1: 4,877 shares 4,877 $806K 0.19% 0 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: 9,982 shares; 2024Q4: 7,976 shares; 2025Q1: 9,398 shares; 2025Q2: 14,202 shares; 2025Q3: 13,000 shares; 2025Q4: 8,120 shares; 2026Q1: 6,651 shares 6,651 $800K 0.19% -1,469 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 4,332 shares; 2025Q1: 4,491 shares; 2025Q2: 4,651 shares; 2025Q3: 4,959 shares; 2025Q4: 4,959 shares; 2026Q1: 4,963 shares 4,963 $796K 0.19% +4 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 558 shares; 2025Q1: 563 shares; 2025Q2: 595 shares; 2025Q3: 593 shares; 2025Q4: 586 shares; 2026Q1: 584 shares 584 $771K 0.18% -2 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: 40,740 shares; 2024Q4: 37,306 shares; 2025Q1: 9,940 shares; 2025Q2: 9,339 shares; 2025Q3: 7,203 shares; 2025Q4: 7,070 shares; 2026Q1: 7,070 shares 7,070 $765K 0.18% 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: 17,788 shares; 2024Q4: 16,662 shares; 2025Q1: 16,662 shares; 2025Q2: 16,777 shares; 2025Q3: 15,912 shares; 2025Q4: 15,912 shares; 2026Q1: 16,948 shares 16,948 $748K 0.18% +1,036 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: 13,941 shares; 2024Q4: 14,745 shares; 2025Q1: 12,112 shares; 2025Q2: 12,112 shares; 2025Q3: 13,164 shares; 2025Q4: 13,164 shares; 2026Q1: 13,164 shares 13,164 $748K 0.18% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 9,168 shares; 2025Q1: 8,669 shares; 2025Q2: 10,964 shares; 2025Q3: 10,048 shares; 2025Q4: 9,497 shares; 2026Q1: 9,381 shares 9,381 $728K 0.17% -116 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: 2,561 shares; 2024Q4: 2,643 shares; 2025Q1: 2,464 shares; 2025Q2: 2,840 shares; 2025Q3: 2,643 shares; 2025Q4: 2,634 shares; 2026Q1: 2,340 shares 2,340 $727K 0.17% -294 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: 12,007 shares; 2024Q4: 12,157 shares; 2025Q1: 10,783 shares; 2025Q2: 10,156 shares; 2025Q3: 10,141 shares; 2025Q4: 9,619 shares; 2026Q1: 7,723 shares 7,723 $692K 0.16% -1,896 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: 5,295 shares; 2024Q4: 4,846 shares; 2025Q1: 6,927 shares; 2025Q2: 7,317 shares; 2025Q3: 5,144 shares; 2025Q4: 3,613 shares; 2026Q1: 3,505 shares 3,505 $654K 0.15% -108 Timeline AMBZ AMERICAN BUSINESS BANK More: the full row for AMERICAN BUSINESS BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 9,213 shares; 2025Q1: 9,213 shares; 2025Q2: 9,213 shares; 2025Q3: 9,213 shares; 2025Q4: 9,213 shares; 2026Q1: 9,213 shares 9,213 $654K 0.15% 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: 2,505 shares; 2024Q4: 2,245 shares; 2025Q1: 3,463 shares; 2025Q2: 3,644 shares; 2025Q3: 2,409 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares 2,285 $648K 0.15% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,930 shares; 2024Q4: 23,382 shares; 2025Q1: 23,580 shares; 2025Q2: 22,880 shares; 2025Q3: 15,973 shares; 2025Q4: 16,327 shares; 2026Q1: 12,907 shares 12,907 $648K 0.15% -3,420 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: 5,984 shares; 2024Q4: 5,618 shares; 2025Q1: 5,779 shares; 2025Q2: 7,182 shares; 2025Q3: 7,124 shares; 2025Q4: 4,148 shares; 2026Q1: 4,127 shares 4,127 $641K 0.15% -21 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: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,212 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares 1,479 $631K 0.15% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,464 shares; 2024Q4: 26,464 shares; 2025Q1: 26,464 shares; 2025Q2: 26,847 shares; 2025Q3: 26,464 shares; 2025Q4: 26,464 shares; 2026Q1: 26,464 shares 26,464 $625K 0.15% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 11,110 shares; 2025Q1: 11,361 shares; 2025Q2: 11,351 shares; 2025Q3: 12,424 shares; 2025Q4: 12,632 shares; 2026Q1: 12,632 shares 12,632 $617K 0.14% 0 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: 597 shares; 2025Q1: 597 shares; 2025Q2: 644 shares; 2025Q3: 626 shares; 2025Q4: 632 shares; 2026Q1: 629 shares 629 $605K 0.14% -3 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: 16,548 shares; 2024Q4: 13,548 shares; 2025Q1: 13,678 shares; 2025Q2: 13,371 shares; 2025Q3: 11,649 shares; 2025Q4: 12,306 shares; 2026Q1: 12,306 shares 12,306 $600K 0.14% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,718 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $589K 0.14% 0 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: 9,525 shares; 2024Q4: 9,551 shares; 2025Q1: 7,706 shares; 2025Q2: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 6,326 shares; 2026Q1: 6,326 shares 6,326 $588K 0.14% 0 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: 4,382 shares; 2024Q4: 4,601 shares; 2025Q1: 5,294 shares; 2025Q2: 5,821 shares; 2025Q3: 5,431 shares; 2025Q4: 5,511 shares; 2026Q1: 5,483 shares 5,483 $563K 0.13% -28 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: 3,195 shares; 2024Q4: 3,368 shares; 2025Q1: 3,179 shares; 2025Q2: 9,306 shares; 2025Q3: 9,303 shares; 2025Q4: 2,725 shares; 2026Q1: 2,274 shares 2,274 $552K 0.13% -451 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,101 shares; 2024Q4: 12,710 shares; 2025Q1: 12,710 shares; 2025Q2: 9,060 shares; 2025Q3: 10,289 shares; 2025Q4: 9,665 shares; 2026Q1: 9,665 shares 9,665 $550K 0.13% 0 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: 4,428 shares; 2024Q4: 5,078 shares; 2025Q1: 4,978 shares; 2025Q2: not reported; 2025Q3: 5,975 shares; 2025Q4: 6,048 shares; 2026Q1: 6,048 shares 6,048 $533K 0.13% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,681 shares; 2025Q1: 2,742 shares; 2025Q2: 2,742 shares; 2025Q3: 2,725 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225 $527K 0.12% 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: 7,715 shares; 2024Q4: 7,715 shares; 2025Q1: 7,315 shares; 2025Q2: 7,315 shares; 2025Q3: 6,915 shares; 2025Q4: 6,915 shares; 2026Q1: 6,915 shares 6,915 $523K 0.12% 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: 2,277 shares; 2024Q4: 2,328 shares; 2025Q1: 2,277 shares; 2025Q2: 2,155 shares; 2025Q3: 2,136 shares; 2025Q4: 2,142 shares; 2026Q1: 2,142 shares 2,142 $519K 0.12% 0 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: 23,041 shares; 2024Q4: 23,690 shares; 2025Q1: 22,941 shares; 2025Q2: 27,818 shares; 2025Q3: 25,293 shares; 2025Q4: 19,903 shares; 2026Q1: 17,873 shares 17,873 $513K 0.12% -2,030 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 111 shares; 2025Q4: 113 shares; 2026Q1: 289 shares 289 $500K 0.12% +176 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,517 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares; 2026Q1: 2,327 shares 2,327 $497K 0.12% -190 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: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,666 shares; 2025Q2: 1,779 shares; 2025Q3: 1,737 shares; 2025Q4: 1,729 shares; 2026Q1: 1,429 shares 1,429 $490K 0.12% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,952 shares; 2025Q3: 10,642 shares; 2025Q4: 3,473 shares; 2026Q1: 3,358 shares 3,358 $457K 0.11% -115 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: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,238 shares; 2025Q2: 2,946 shares; 2025Q3: 2,703 shares; 2025Q4: 2,740 shares; 2026Q1: 2,703 shares 2,703 $432K 0.1% -37 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,776 shares; 2024Q4: 13,776 shares; 2025Q1: 13,776 shares; 2025Q2: 13,776 shares; 2025Q3: 13,776 shares; 2025Q4: 13,776 shares; 2026Q1: 13,776 shares 13,776 $421K 0.1% 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: 6,690 shares; 2024Q4: 6,690 shares; 2025Q1: 6,690 shares; 2025Q2: 6,690 shares; 2025Q3: 6,690 shares; 2025Q4: 6,690 shares; 2026Q1: 6,690 shares 6,690 $419K 0.1% 0 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: not reported; 2024Q4: 581 shares; 2025Q1: not reported; 2025Q2: 1,897 shares; 2025Q3: 1,768 shares; 2025Q4: 474 shares; 2026Q1: 591 shares 591 $419K 0.1% +117 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: 2,808 shares; 2024Q4: 2,678 shares; 2025Q1: 2,696 shares; 2025Q2: 3,123 shares; 2025Q3: 2,804 shares; 2025Q4: 2,542 shares; 2026Q1: 2,542 shares 2,542 $418K 0.1% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,998 shares; 2024Q4: 20,124 shares; 2025Q1: 21,306 shares; 2025Q2: 22,141 shares; 2025Q3: 22,433 shares; 2025Q4: 18,230 shares; 2026Q1: 7,871 shares 7,871 $416K 0.1% -10,359 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,420 shares; 2024Q4: 15,573 shares; 2025Q1: 15,573 shares; 2025Q2: 15,655 shares; 2025Q3: 14,951 shares; 2025Q4: 14,951 shares; 2026Q1: 14,951 shares 14,951 $411K 0.1% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares 4,300 $405K 0.1% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 3,561 shares; 2025Q1: 3,130 shares; 2025Q2: 3,908 shares; 2025Q3: 3,527 shares; 2025Q4: 3,539 shares; 2026Q1: 3,564 shares 3,564 $404K 0.09% +25 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: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 934 shares; 2025Q3: 848 shares; 2025Q4: 838 shares; 2026Q1: 838 shares 838 $386K 0.09% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: 2,193 shares; 2025Q2: 2,207 shares; 2025Q3: 2,147 shares; 2025Q4: 2,107 shares; 2026Q1: 2,107 shares 2,107 $382K 0.09% 0 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: 7,590 shares; 2024Q4: 4,895 shares; 2025Q1: 4,895 shares; 2025Q2: 4,895 shares; 2025Q3: 4,895 shares; 2025Q4: 4,895 shares; 2026Q1: 5,660 shares 5,660 $382K 0.09% +765 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: 10,560 shares; 2025Q1: 10,122 shares; 2025Q2: 10,492 shares; 2025Q3: 5,341 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares 5,653 $373K 0.09% 0 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: 5,004 shares; 2024Q4: 15,786 shares; 2025Q1: 5,004 shares; 2025Q2: 5,004 shares; 2025Q3: 5,004 shares; 2025Q4: 8,320 shares; 2026Q1: 6,820 shares 6,820 $369K 0.09% -1,500 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: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,665 shares; 2025Q3: 1,405 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares 1,393 $363K 0.09% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 5,064 shares; 2025Q1: 4,314 shares; 2025Q2: 9,269 shares; 2025Q3: 8,969 shares; 2025Q4: 3,769 shares; 2026Q1: 3,649 shares 3,649 $356K 0.08% -120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,036 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares 1,036 $354K 0.08% 0 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: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,537 shares; 2025Q2: 1,565 shares; 2025Q3: 1,530 shares; 2025Q4: 2,144 shares; 2026Q1: 2,192 shares 2,192 $341K 0.08% +48 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: 1,140 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,072 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,116 shares 1,116 $339K 0.08% -52 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,697 shares; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares; 2026Q1: 1,618 shares 1,618 $335K 0.08% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 8,356 shares; 2025Q1: 8,356 shares; 2025Q2: 8,438 shares; 2025Q3: 8,356 shares; 2025Q4: 8,356 shares; 2026Q1: 8,356 shares 8,356 $335K 0.08% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 7,694 shares; 2025Q1: 7,859 shares; 2025Q2: 12,179 shares; 2025Q3: 13,735 shares; 2025Q4: 11,457 shares; 2026Q1: 6,530 shares 6,530 $332K 0.08% -4,927 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,700 shares 5,700 $323K 0.08% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,639 shares; 2025Q1: 1,623 shares; 2025Q2: 1,754 shares; 2025Q3: 1,655 shares; 2025Q4: 903 shares; 2026Q1: 903 shares 903 $323K 0.08% 0 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: 7,957 shares; 2024Q4: 7,957 shares; 2025Q1: 7,957 shares; 2025Q2: 12,309 shares; 2025Q3: 9,368 shares; 2025Q4: 3,537 shares; 2026Q1: 3,476 shares 3,476 $323K 0.08% -61 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,291 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares; 2026Q1: 2,237 shares 2,237 $320K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,861 shares; 2025Q3: 3,528 shares; 2025Q4: 3,528 shares; 2026Q1: 3,528 shares 3,528 $319K 0.08% 0 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: 6,173 shares; 2026Q1: 4,192 shares 4,192 $319K 0.07% -1,981 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 706 shares; 2026Q1: 917 shares 917 $310K 0.07% +211 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: 4,031 shares; 2024Q4: 4,031 shares; 2025Q1: 4,031 shares; 2025Q2: 4,608 shares; 2025Q3: 3,989 shares; 2025Q4: 3,587 shares; 2026Q1: 3,587 shares 3,587 $306K 0.07% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 7,226 shares; 2025Q1: 7,226 shares; 2025Q2: 7,422 shares; 2025Q3: 4,890 shares; 2025Q4: 4,890 shares; 2026Q1: 4,070 shares 4,070 $298K 0.07% -820 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: 767 shares; 2024Q4: 779 shares; 2025Q1: 779 shares; 2025Q2: 803 shares; 2025Q3: 724 shares; 2025Q4: 614 shares; 2026Q1: 605 shares 605 $297K 0.07% -9 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: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 4,440 shares; 2025Q3: 3,719 shares; 2025Q4: 1,029 shares; 2026Q1: 1,019 shares 1,019 $297K 0.07% -10 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: 941 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 970 shares; 2025Q3: 938 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $295K 0.07% 0 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: 2,258 shares; 2024Q4: 2,236 shares; 2025Q1: 1,741 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 508 shares; 2026Q1: 508 shares 508 $293K 0.07% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 795 shares 795 $292K 0.07% -100 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 5,579 shares; 2025Q1: 5,579 shares; 2025Q2: 5,579 shares; 2025Q3: 5,579 shares; 2025Q4: 5,579 shares; 2026Q1: 5,579 shares 5,579 $290K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,282 shares; 2026Q1: 1,282 shares 1,282 $278K 0.07% 0 Timeline FIXD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,256 shares 6,256 $273K 0.06% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,384 shares; 2026Q1: 5,384 shares 5,384 $272K 0.06% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,437 shares; 2025Q3: 1,437 shares; 2025Q4: 1,437 shares; 2026Q1: 1,437 shares 1,437 $272K 0.06% 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: 2,536 shares; 2024Q4: 2,536 shares; 2025Q1: 2,536 shares; 2025Q2: 2,581 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628 $262K 0.06% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 6,065 shares; 2025Q1: 6,191 shares; 2025Q2: 6,047 shares; 2025Q3: 5,167 shares; 2025Q4: 5,053 shares; 2026Q1: 4,978 shares 4,978 $259K 0.06% -75 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: 564 shares; 2024Q4: 550 shares; 2025Q1: 528 shares; 2025Q2: 1,933 shares; 2025Q3: 1,849 shares; 2025Q4: 534 shares; 2026Q1: 522 shares 522 $259K 0.06% -12 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 815 shares; 2025Q3: 798 shares; 2025Q4: 784 shares; 2026Q1: 784 shares 784 $256K 0.06% 0 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: 803 shares; 2024Q4: not reported; 2025Q1: 887 shares; 2025Q2: 3,152 shares; 2025Q3: 2,945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $251K 0.06% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,198 shares; 2025Q1: 2,829 shares; 2025Q2: not reported; 2025Q3: 2,120 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares 2,260 $250K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares 1,254 $246K 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $246K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $240K 0.06% 0 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: 5,282 shares; 2024Q4: 5,056 shares; 2025Q1: 4,556 shares; 2025Q2: 2,794 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares; 2026Q1: 2,442 shares 2,442 $237K 0.06% -200 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 2,742 shares; 2025Q2: 2,825 shares; 2025Q3: 2,534 shares; 2025Q4: 2,532 shares; 2026Q1: 2,532 shares 2,532 $236K 0.06% 0 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: 2,834 shares; 2024Q4: 2,647 shares; 2025Q1: 2,147 shares; 2025Q2: 5,789 shares; 2025Q3: 5,289 shares; 2025Q4: 2,016 shares; 2026Q1: 2,016 shares 2,016 $233K 0.05% 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: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,825 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares 1,745 $229K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,819 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640 $229K 0.05% 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: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 248 shares; 2025Q3: 244 shares; 2025Q4: not reported; 2026Q1: 2,183 shares 2,183 $228K 0.05% new 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: 1,136 shares 1,136 $224K 0.05% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares 1,354 $224K 0.05% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $217K 0.05% 0 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: 813 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 796 shares; 2025Q3: 776 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $216K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,970 shares; 2026Q1: 2,970 shares 2,970 $215K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares 2,007 $213K 0.05% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,296 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,159 shares 1,159 $211K 0.05% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,004 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares 1,010 $210K 0.05% 0 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: 1,066 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 608 shares; 2025Q3: not reported; 2025Q4: 564 shares; 2026Q1: 579 shares 579 $208K 0.05% +15 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 537 shares 537 $206K 0.05% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,319 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares 2,028 $201K 0.05% 0 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,328 shares; 2024Q4: 11,514 shares; 2025Q1: 11,713 shares; 2025Q2: 11,872 shares; 2025Q3: 11,872 shares; 2025Q4: 11,872 shares; 2026Q1: 11,000 shares 11,000 $140K 0.03% -872 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,562 shares; 2024Q4: 17,797 shares; 2025Q1: 17,843 shares; 2025Q2: 18,087 shares; 2025Q3: 18,087 shares; 2025Q4: 18,087 shares; 2026Q1: 17,000 shares 17,000 $140K 0.03% -1,087 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,135 shares; 2024Q4: 13,363 shares; 2025Q1: 13,611 shares; 2025Q2: 13,804 shares; 2025Q3: 13,804 shares; 2025Q4: 13,804 shares; 2026Q1: 13,000 shares 13,000 $130K 0.03% -804 Timeline NIMU NON INVASIVE MONITORNG SYS NEW More: the full row for NON INVASIVE MONITORNG SYS NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,818 shares; 2024Q4: 192,818 shares; 2025Q1: 192,818 shares; 2025Q2: 192,818 shares; 2025Q3: 192,818 shares; 2025Q4: 192,818 shares; 2026Q1: 192,818 shares 192,818 $7.71K <0.01% 0 Timeline DRUG FREE SOLUTION INC DRUG FREE SOLUTION INC More: the full row for DRUG FREE SOLUTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $14 <0.01% 0