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: 273,289 shares; 2024Q4: 295,752 shares; 2025Q1: 234,712 shares; 2025Q2: 228,178 shares; 2025Q3: 229,069 shares; 2025Q4: 233,682 shares; 2026Q1: 206,679 shares 206,679 $15.2M 4.86% -27,003 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: 266,148 shares; 2024Q4: 249,755 shares; 2025Q1: 227,211 shares; 2025Q2: 220,047 shares; 2025Q3: 195,965 shares; 2025Q4: not reported; 2026Q1: 178,535 shares 178,535 $14.9M 4.76% new Timeline SCHP 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: 291,865 shares; 2024Q4: 585,304 shares; 2025Q1: 514,965 shares; 2025Q2: 502,158 shares; 2025Q3: 505,408 shares; 2025Q4: 519,684 shares; 2026Q1: 542,117 shares 542,117 $14.4M 4.61% +22,433 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: 253,751 shares; 2024Q4: 245,095 shares; 2025Q1: 194,967 shares; 2025Q2: 189,404 shares; 2025Q3: 201,320 shares; 2025Q4: not reported; 2026Q1: 194,533 shares 194,533 $13.6M 4.33% new 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: 86,084 shares; 2024Q4: 79,820 shares; 2025Q1: 73,060 shares; 2025Q2: 71,523 shares; 2025Q3: 65,411 shares; 2025Q4: 63,828 shares; 2026Q1: 61,543 shares 61,543 $13.2M 4.2% -2,285 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: 43,238 shares; 2024Q4: 39,107 shares; 2025Q1: 35,753 shares; 2025Q2: 34,483 shares; 2025Q3: 31,206 shares; 2025Q4: 30,469 shares; 2026Q1: 29,748 shares 29,748 $12.7M 4.05% -721 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: 170,139 shares; 2024Q4: 165,828 shares; 2025Q1: 154,380 shares; 2025Q2: 159,777 shares; 2025Q3: 113,544 shares; 2025Q4: 114,482 shares; 2026Q1: 117,929 shares 117,929 $11.2M 3.57% +3,447 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: 101,449 shares; 2024Q4: 99,607 shares; 2025Q1: 91,484 shares; 2025Q2: 89,528 shares; 2025Q3: 88,284 shares; 2025Q4: 84,197 shares; 2026Q1: 83,040 shares 83,040 $8.24M 2.63% -1,157 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: 9,207 shares; 2024Q4: 17,278 shares; 2025Q1: 16,406 shares; 2025Q2: 10,476 shares; 2025Q3: 9,946 shares; 2025Q4: 13,997 shares; 2026Q1: 11,941 shares 11,941 $7.8M 2.49% -2,056 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,060 shares; 2025Q3: 81,877 shares; 2025Q4: not reported; 2026Q1: 75,295 shares 75,295 $7.37M 2.35% new 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: 45,044 shares; 2024Q4: 57,565 shares; 2025Q1: 53,506 shares; 2025Q2: 55,382 shares; 2025Q3: 83,669 shares; 2025Q4: 81,597 shares; 2026Q1: 48,990 shares 48,990 $6.09M 1.94% -32,607 Timeline SPDW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,738 shares; 2025Q3: 95,478 shares; 2025Q4: not reported; 2026Q1: 129,267 shares 129,267 $5.9M 1.88% new Timeline SPIB 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: 205,503 shares; 2024Q4: 198,974 shares; 2025Q1: 184,650 shares; 2025Q2: 184,892 shares; 2025Q3: 187,474 shares; 2025Q4: not reported; 2026Q1: 171,063 shares 171,063 $5.74M 1.83% new Timeline MGC 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: 6,953 shares; 2024Q4: 4,722 shares; 2025Q1: 8,519 shares; 2025Q2: 8,430 shares; 2025Q3: 25,294 shares; 2025Q4: 24,898 shares; 2026Q1: 23,506 shares 23,506 $5.56M 1.77% -1,392 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: 18,319 shares; 2024Q4: 15,930 shares; 2025Q1: 14,881 shares; 2025Q2: 14,273 shares; 2025Q3: 11,662 shares; 2025Q4: 11,472 shares; 2026Q1: 11,557 shares 11,557 $5.05M 1.61% +85 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,484 shares; 2024Q4: 59,882 shares; 2025Q1: 54,334 shares; 2025Q2: 53,896 shares; 2025Q3: 51,739 shares; 2025Q4: 51,775 shares; 2026Q1: 50,582 shares 50,582 $4.92M 1.57% -1,193 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: 112,692 shares; 2024Q4: 104,698 shares; 2025Q1: 92,788 shares; 2025Q2: 85,794 shares; 2025Q3: 72,112 shares; 2025Q4: 65,832 shares; 2026Q1: 54,486 shares 54,486 $4.8M 1.53% -11,346 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: 93,562 shares; 2024Q4: 95,129 shares; 2025Q1: 115,130 shares; 2025Q2: 112,535 shares; 2025Q3: 72,750 shares; 2025Q4: not reported; 2026Q1: 52,782 shares 52,782 $4.78M 1.53% new Timeline IGIB 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: 74,880 shares; 2024Q4: 103,029 shares; 2025Q1: 97,847 shares; 2025Q2: 83,915 shares; 2025Q3: 85,349 shares; 2025Q4: 86,984 shares; 2026Q1: 83,704 shares 83,704 $4.46M 1.42% -3,280 Timeline CMDY 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: 89,028 shares; 2024Q4: 96,152 shares; 2025Q1: 75,206 shares; 2025Q2: 73,039 shares; 2025Q3: 74,228 shares; 2025Q4: not reported; 2026Q1: 73,861 shares 73,861 $4.39M 1.4% new Timeline JMBS 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: 35,825 shares; 2024Q4: 35,677 shares; 2025Q1: 33,272 shares; 2025Q2: 32,604 shares; 2025Q3: 109,697 shares; 2025Q4: not reported; 2026Q1: 96,493 shares 96,493 $4.36M 1.39% new 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: 30,156 shares; 2024Q4: 28,956 shares; 2025Q1: 28,792 shares; 2025Q2: 29,074 shares; 2025Q3: 26,556 shares; 2025Q4: not reported; 2026Q1: 24,096 shares 24,096 $4.2M 1.34% new Timeline JQUA 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: 110,079 shares; 2024Q4: 80,764 shares; 2025Q1: 75,894 shares; 2025Q2: 113,355 shares; 2025Q3: 106,286 shares; 2025Q4: not reported; 2026Q1: 63,242 shares 63,242 $3.88M 1.24% new 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: 28,422 shares; 2024Q4: 27,615 shares; 2025Q1: 27,285 shares; 2025Q2: 26,899 shares; 2025Q3: 25,102 shares; 2025Q4: not reported; 2026Q1: 24,530 shares 24,530 $3.58M 1.14% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,023 shares; 2024Q4: 30,938 shares; 2025Q1: 28,090 shares; 2025Q2: 27,612 shares; 2025Q3: 25,946 shares; 2025Q4: 24,667 shares; 2026Q1: 24,070 shares 24,070 $3.51M 1.12% -597 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: 21,322 shares; 2024Q4: 19,836 shares; 2025Q1: 18,090 shares; 2025Q2: 17,599 shares; 2025Q3: 17,046 shares; 2025Q4: 16,507 shares; 2026Q1: 15,742 shares 15,742 $3.42M 1.09% -765 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: 24,918 shares; 2024Q4: 24,181 shares; 2025Q1: 23,060 shares; 2025Q2: 22,901 shares; 2025Q3: 38,295 shares; 2025Q4: 39,138 shares; 2026Q1: 38,406 shares 38,406 $3.41M 1.09% -732 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: 79,723 shares; 2025Q3: 77,191 shares; 2025Q4: 74,703 shares; 2026Q1: 95,132 shares 95,132 $3.4M 1.09% +20,429 Timeline KBE 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: 40,979 shares; 2025Q3: 40,520 shares; 2025Q4: not reported; 2026Q1: 56,769 shares 56,769 $3.38M 1.08% new 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: 10,809 shares; 2024Q4: 10,329 shares; 2025Q1: 10,006 shares; 2025Q2: 9,980 shares; 2025Q3: 9,151 shares; 2025Q4: 9,006 shares; 2026Q1: 8,745 shares 8,745 $3.24M 1.03% -261 Timeline IPAC 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: 61,166 shares; 2024Q4: 57,095 shares; 2025Q1: 51,782 shares; 2025Q2: 48,948 shares; 2025Q3: 45,835 shares; 2025Q4: not reported; 2026Q1: 41,044 shares 41,044 $3.14M 1% new 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: 75,237 shares; 2024Q4: 70,440 shares; 2025Q1: 68,850 shares; 2025Q2: 67,582 shares; 2025Q3: 66,111 shares; 2025Q4: not reported; 2026Q1: 64,529 shares 64,529 $3.07M 0.98% new 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: 18,530 shares; 2024Q4: 18,101 shares; 2025Q1: 17,738 shares; 2025Q2: 17,568 shares; 2025Q3: 14,463 shares; 2025Q4: 15,332 shares; 2026Q1: 14,950 shares 14,950 $2.93M 0.94% -382 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,564 shares 47,564 $2.74M 0.87% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,756 shares; 2024Q4: 8,293 shares; 2025Q1: 8,609 shares; 2025Q2: 8,451 shares; 2025Q3: 8,083 shares; 2025Q4: 8,099 shares; 2026Q1: 7,967 shares 7,967 $2.69M 0.86% -132 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,047 shares; 2024Q4: 51,862 shares; 2025Q1: 48,682 shares; 2025Q2: 48,900 shares; 2025Q3: 50,735 shares; 2025Q4: 53,586 shares; 2026Q1: 51,071 shares 51,071 $2.55M 0.81% -2,515 Timeline TLT 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: 33,333 shares; 2024Q4: 33,864 shares; 2025Q1: 31,773 shares; 2025Q2: 32,310 shares; 2025Q3: 31,751 shares; 2025Q4: 31,660 shares; 2026Q1: 28,307 shares 28,307 $2.45M 0.78% -3,353 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: 11,057 shares; 2024Q4: 10,524 shares; 2025Q1: 10,145 shares; 2025Q2: 10,008 shares; 2025Q3: 9,514 shares; 2025Q4: 9,234 shares; 2026Q1: 8,819 shares 8,819 $2.24M 0.71% -415 Timeline SPTL 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: 95,591 shares; 2024Q4: 91,680 shares; 2025Q1: 83,729 shares; 2025Q2: 84,033 shares; 2025Q3: 83,719 shares; 2025Q4: not reported; 2026Q1: 83,212 shares 83,212 $2.19M 0.7% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,222 shares; 2024Q4: 7,971 shares; 2025Q1: 8,030 shares; 2025Q2: 8,158 shares; 2025Q3: 7,990 shares; 2025Q4: 7,938 shares; 2026Q1: 8,004 shares 8,004 $2.1M 0.67% +66 Timeline BLV 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: 29,343 shares; 2024Q4: 30,269 shares; 2025Q1: 26,444 shares; 2025Q2: 25,790 shares; 2025Q3: 27,073 shares; 2025Q4: 29,112 shares; 2026Q1: 27,965 shares 27,965 $1.92M 0.61% -1,147 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: 10,982 shares; 2024Q4: 10,769 shares; 2025Q1: 11,039 shares; 2025Q2: 11,005 shares; 2025Q3: 9,381 shares; 2025Q4: 9,442 shares; 2026Q1: 9,123 shares 9,123 $1.9M 0.61% -319 Timeline VLUE 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: 27,554 shares; 2025Q2: 16,240 shares; 2025Q3: 15,309 shares; 2025Q4: not reported; 2026Q1: 13,127 shares 13,127 $1.87M 0.6% new Timeline IHF 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: 47,544 shares; 2025Q4: 47,009 shares; 2026Q1: 43,723 shares 43,723 $1.83M 0.58% -3,286 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: 3,297 shares; 2024Q4: 3,235 shares; 2025Q1: 3,336 shares; 2025Q2: 3,346 shares; 2025Q3: 3,244 shares; 2025Q4: not reported; 2026Q1: 2,956 shares 2,956 $1.69M 0.54% new 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: 17,579 shares; 2024Q4: 17,172 shares; 2025Q1: 23,207 shares; 2025Q2: 21,765 shares; 2025Q3: 21,707 shares; 2025Q4: 16,301 shares; 2026Q1: 16,799 shares 16,799 $1.63M 0.52% +498 Timeline PSK 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: 40,654 shares; 2024Q4: 47,073 shares; 2025Q1: 61,457 shares; 2025Q2: 61,523 shares; 2025Q3: 59,189 shares; 2025Q4: not reported; 2026Q1: 51,991 shares 51,991 $1.6M 0.51% new Timeline SCZ 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: 23,132 shares; 2024Q4: 22,887 shares; 2025Q1: 22,055 shares; 2025Q2: 20,664 shares; 2025Q3: 19,604 shares; 2025Q4: 19,556 shares; 2026Q1: 19,899 shares 19,899 $1.56M 0.5% +343 Timeline DWX 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: 33,156 shares; 2024Q4: 34,569 shares; 2025Q1: 35,634 shares; 2025Q2: 34,982 shares; 2025Q3: 35,248 shares; 2025Q4: not reported; 2026Q1: 33,886 shares 33,886 $1.54M 0.49% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,123 shares; 2024Q4: 68,913 shares; 2025Q1: 68,487 shares; 2025Q2: 67,427 shares; 2025Q3: 66,648 shares; 2025Q4: 61,936 shares; 2026Q1: 60,449 shares 60,449 $1.5M 0.48% -1,487 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: 7,774 shares; 2024Q4: 6,616 shares; 2025Q1: 6,108 shares; 2025Q2: 4,993 shares; 2025Q3: 5,078 shares; 2025Q4: not reported; 2026Q1: 4,821 shares 4,821 $1.49M 0.48% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,993 shares 7,993 $1.31M 0.42% new Timeline EEMA 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: 17,318 shares; 2024Q4: 17,351 shares; 2025Q1: 16,523 shares; 2025Q2: 16,259 shares; 2025Q3: 15,350 shares; 2025Q4: 15,013 shares; 2026Q1: 13,599 shares 13,599 $1.3M 0.42% -1,414 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 20,294 shares; 2025Q1: 5,447 shares; 2025Q2: 5,482 shares; 2025Q3: 4,030 shares; 2025Q4: 3,961 shares; 2026Q1: 4,271 shares 4,271 $1.23M 0.39% +310 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: 4,477 shares; 2024Q4: 4,046 shares; 2025Q1: 3,582 shares; 2025Q2: 3,556 shares; 2025Q3: 3,411 shares; 2025Q4: not reported; 2026Q1: 4,167 shares 4,167 $1.2M 0.38% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 8,378 shares; 2025Q1: 10,118 shares; 2025Q2: 9,614 shares; 2025Q3: 9,427 shares; 2025Q4: not reported; 2026Q1: 14,371 shares 14,371 $1.19M 0.38% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,307 shares; 2025Q1: 2,984 shares; 2025Q2: 7,318 shares; 2025Q3: 6,666 shares; 2025Q4: 7,482 shares; 2026Q1: 7,087 shares 7,087 $1.17M 0.37% -395 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: 27,706 shares; 2024Q4: 25,966 shares; 2025Q1: 25,156 shares; 2025Q2: 25,767 shares; 2025Q3: 25,116 shares; 2025Q4: 23,531 shares; 2026Q1: 23,355 shares 23,355 $1.17M 0.37% -176 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,413 shares; 2025Q1: 34,045 shares; 2025Q2: 33,174 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,613 shares 50,613 $1.16M 0.37% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,483 shares 10,483 $1.14M 0.36% new 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: 4,878 shares; 2024Q4: 4,112 shares; 2025Q1: 3,702 shares; 2025Q2: 3,588 shares; 2025Q3: 3,612 shares; 2025Q4: not reported; 2026Q1: 3,628 shares 3,628 $1.04M 0.33% new 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: 771 shares; 2024Q4: 816 shares; 2025Q1: 779 shares; 2025Q2: 763 shares; 2025Q3: 747 shares; 2025Q4: not reported; 2026Q1: 773 shares 773 $1.02M 0.33% new 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: 3,639 shares; 2024Q4: 4,329 shares; 2025Q1: 4,195 shares; 2025Q2: 4,399 shares; 2025Q3: 3,977 shares; 2025Q4: 3,967 shares; 2026Q1: 3,839 shares 3,839 $952K 0.3% -128 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: 4,554 shares 4,554 $898K 0.29% new 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: 7,714 shares; 2024Q4: 7,804 shares; 2025Q1: 2,242 shares; 2025Q2: 2,349 shares; 2025Q3: 10,066 shares; 2025Q4: 10,083 shares; 2026Q1: 9,410 shares 9,410 $898K 0.29% -673 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,018 shares; 2025Q3: 9,463 shares; 2025Q4: not reported; 2026Q1: 8,647 shares 8,647 $897K 0.29% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: not reported; 2026Q1: 2,208 shares 2,208 $865K 0.28% new Timeline IGSB 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: 63,333 shares; 2024Q4: 37,138 shares; 2025Q1: 34,873 shares; 2025Q2: 19,081 shares; 2025Q3: 18,399 shares; 2025Q4: 18,326 shares; 2026Q1: 16,037 shares 16,037 $843K 0.27% -2,289 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: 2,588 shares; 2024Q4: not reported; 2025Q1: 3,269 shares; 2025Q2: 3,296 shares; 2025Q3: 3,155 shares; 2025Q4: not reported; 2026Q1: 9,520 shares 9,520 $825K 0.26% new 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: 1,130 shares; 2024Q4: 1,673 shares; 2025Q1: 1,902 shares; 2025Q2: 2,517 shares; 2025Q3: 2,044 shares; 2025Q4: not reported; 2026Q1: 2,132 shares 2,132 $793K 0.25% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,331 shares; 2024Q4: 9,233 shares; 2025Q1: 8,572 shares; 2025Q2: 9,077 shares; 2025Q3: 8,653 shares; 2025Q4: 8,966 shares; 2026Q1: 7,938 shares 7,938 $746K 0.24% -1,028 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: 3,939 shares; 2024Q4: 4,113 shares; 2025Q1: 3,600 shares; 2025Q2: 3,479 shares; 2025Q3: 3,331 shares; 2025Q4: 3,336 shares; 2026Q1: 3,554 shares 3,554 $735K 0.23% +218 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: 3,351 shares; 2024Q4: 2,847 shares; 2025Q1: 2,538 shares; 2025Q2: 2,525 shares; 2025Q3: 2,421 shares; 2025Q4: not reported; 2026Q1: 2,425 shares 2,425 $713K 0.23% new 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: 1,745 shares; 2024Q4: 1,650 shares; 2025Q1: 1,597 shares; 2025Q2: 1,571 shares; 2025Q3: 1,259 shares; 2025Q4: not reported; 2026Q1: 1,408 shares 1,408 $698K 0.22% new 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: 7,098 shares; 2024Q4: 6,965 shares; 2025Q1: 6,910 shares; 2025Q2: 6,692 shares; 2025Q3: 4,547 shares; 2025Q4: 3,733 shares; 2026Q1: 3,750 shares 3,750 $691K 0.22% +17 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 4,627 shares; 2025Q3: 5,260 shares; 2025Q4: 5,260 shares; 2026Q1: 11,786 shares 11,786 $689K 0.22% +6,526 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,493 shares; 2025Q4: 2,968 shares; 2026Q1: 2,487 shares 2,487 $673K 0.21% -481 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: 7,175 shares; 2024Q4: 9,096 shares; 2025Q1: 8,264 shares; 2025Q2: 8,140 shares; 2025Q3: 7,935 shares; 2025Q4: not reported; 2026Q1: 8,626 shares 8,626 $669K 0.21% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 2,513 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,838 shares 2,838 $662K 0.21% new 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: 9,752 shares; 2024Q4: 9,065 shares; 2025Q1: 8,280 shares; 2025Q2: 7,924 shares; 2025Q3: 7,694 shares; 2025Q4: not reported; 2026Q1: 8,094 shares 8,094 $642K 0.2% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,156 shares 4,156 $635K 0.2% new Timeline IGLB 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: 16,635 shares; 2024Q4: 16,144 shares; 2025Q1: 15,694 shares; 2025Q2: 15,500 shares; 2025Q3: 13,989 shares; 2025Q4: 13,810 shares; 2026Q1: 12,095 shares 12,095 $600K 0.19% -1,715 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: 3,780 shares; 2024Q4: 4,213 shares; 2025Q1: 3,931 shares; 2025Q2: 3,905 shares; 2025Q3: 3,745 shares; 2025Q4: 3,534 shares; 2026Q1: 2,424 shares 2,424 $593K 0.19% -1,110 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: 4,234 shares; 2024Q4: 4,655 shares; 2025Q1: 5,446 shares; 2025Q2: 5,047 shares; 2025Q3: 4,933 shares; 2025Q4: not reported; 2026Q1: 3,338 shares 3,338 $566K 0.18% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,620 shares; 2024Q4: 8,148 shares; 2025Q1: 7,963 shares; 2025Q2: 7,764 shares; 2025Q3: 7,185 shares; 2025Q4: not reported; 2026Q1: 7,196 shares 7,196 $566K 0.18% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,523 shares; 2025Q1: 6,353 shares; 2025Q2: 6,205 shares; 2025Q3: 5,760 shares; 2025Q4: not reported; 2026Q1: 5,798 shares 5,798 $557K 0.18% new 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: 1,343 shares; 2024Q4: 1,368 shares; 2025Q1: 1,349 shares; 2025Q2: 1,638 shares; 2025Q3: 1,889 shares; 2025Q4: 1,981 shares; 2026Q1: 3,548 shares 3,548 $551K 0.18% +1,567 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,559 shares 4,559 $541K 0.17% new 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: 3,526 shares; 2024Q4: 3,166 shares; 2025Q1: 3,105 shares; 2025Q2: 2,874 shares; 2025Q3: 2,386 shares; 2025Q4: not reported; 2026Q1: 1,764 shares 1,764 $533K 0.17% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,884 shares; 2025Q1: 1,893 shares; 2025Q2: 1,870 shares; 2025Q3: 1,567 shares; 2025Q4: not reported; 2026Q1: 1,093 shares 1,093 $530K 0.17% 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: 3,667 shares; 2024Q4: 3,607 shares; 2025Q1: 6,319 shares; 2025Q2: 6,124 shares; 2025Q3: 3,473 shares; 2025Q4: not reported; 2026Q1: 2,093 shares 2,093 $524K 0.17% new 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: not reported; 2026Q1: 5,713 shares 5,713 $520K 0.17% new 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: 4,740 shares; 2024Q4: 3,045 shares; 2025Q1: 3,759 shares; 2025Q2: 2,870 shares; 2025Q3: 2,144 shares; 2025Q4: not reported; 2026Q1: 1,293 shares 1,293 $515K 0.16% new Timeline RWO 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: 6,256 shares; 2024Q4: 6,308 shares; 2025Q1: 5,859 shares; 2025Q2: 5,812 shares; 2025Q3: 10,434 shares; 2025Q4: not reported; 2026Q1: 10,947 shares 10,947 $501K 0.16% new 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: 3,420 shares; 2024Q4: 3,407 shares; 2025Q1: 3,338 shares; 2025Q2: 3,219 shares; 2025Q3: 1,961 shares; 2025Q4: 1,949 shares; 2026Q1: 1,941 shares 1,941 $500K 0.16% -8 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,476 shares; 2024Q4: 9,897 shares; 2025Q1: 10,103 shares; 2025Q2: 10,310 shares; 2025Q3: 10,243 shares; 2025Q4: 10,229 shares; 2026Q1: 10,200 shares 10,200 $497K 0.16% -29 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,797 shares; 2024Q4: 10,962 shares; 2025Q1: 10,973 shares; 2025Q2: 10,718 shares; 2025Q3: 10,042 shares; 2025Q4: 10,312 shares; 2026Q1: 10,055 shares 10,055 $490K 0.16% -257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,778 shares 2,778 $479K 0.15% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,636 shares 15,636 $471K 0.15% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 13,821 shares; 2025Q1: 13,379 shares; 2025Q2: 13,157 shares; 2025Q3: 12,301 shares; 2025Q4: not reported; 2026Q1: 12,031 shares 12,031 $470K 0.15% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,008 shares; 2025Q1: 1,420 shares; 2025Q2: 2,285 shares; 2025Q3: 1,899 shares; 2025Q4: not reported; 2026Q1: 1,462 shares 1,462 $467K 0.15% new 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: 9,862 shares; 2024Q4: 9,115 shares; 2025Q1: 8,836 shares; 2025Q2: 8,471 shares; 2025Q3: 8,639 shares; 2025Q4: not reported; 2026Q1: 8,567 shares 8,567 $464K 0.15% new Timeline SCHZ 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: 10,910 shares; 2024Q4: 18,494 shares; 2025Q1: 18,363 shares; 2025Q2: 17,362 shares; 2025Q3: 19,586 shares; 2025Q4: 19,586 shares; 2026Q1: 19,632 shares 19,632 $456K 0.15% +46 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,552 shares; 2024Q4: 19,625 shares; 2025Q1: 15,889 shares; 2025Q2: 13,857 shares; 2025Q3: 18,234 shares; 2025Q4: not reported; 2026Q1: 15,362 shares 15,362 $445K 0.14% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,615 shares; 2024Q4: 34,294 shares; 2025Q1: 34,110 shares; 2025Q2: 32,796 shares; 2025Q3: 29,562 shares; 2025Q4: not reported; 2026Q1: 30,558 shares 30,558 $439K 0.14% new 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: 2,770 shares; 2024Q4: 2,722 shares; 2025Q1: 2,723 shares; 2025Q2: 2,155 shares; 2025Q3: 2,481 shares; 2025Q4: not reported; 2026Q1: 1,998 shares 1,998 $435K 0.14% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 5,023 shares; 2025Q1: 3,813 shares; 2025Q2: 3,734 shares; 2025Q3: 3,859 shares; 2025Q4: 4,000 shares; 2026Q1: 3,510 shares 3,510 $416K 0.13% -490 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,620 shares; 2024Q4: 13,477 shares; 2025Q1: 13,254 shares; 2025Q2: 11,758 shares; 2025Q3: 12,652 shares; 2025Q4: 12,581 shares; 2026Q1: 12,475 shares 12,475 $404K 0.13% -106 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: not reported; 2026Q1: 1,335 shares 1,335 $394K 0.13% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,332 shares; 2025Q1: 3,220 shares; 2025Q2: 3,137 shares; 2025Q3: 2,952 shares; 2025Q4: 3,253 shares; 2026Q1: 2,269 shares 2,269 $388K 0.12% -984 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,958 shares; 2024Q4: 15,896 shares; 2025Q1: 15,584 shares; 2025Q2: 15,314 shares; 2025Q3: 14,406 shares; 2025Q4: not reported; 2026Q1: 14,931 shares 14,931 $387K 0.12% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 7,495 shares; 2025Q1: 7,351 shares; 2025Q2: 7,659 shares; 2025Q3: 7,858 shares; 2025Q4: 7,228 shares; 2026Q1: 7,291 shares 7,291 $379K 0.12% +63 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: 1,800 shares; 2024Q4: 1,491 shares; 2025Q1: 1,463 shares; 2025Q2: 1,781 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,816 shares 1,816 $378K 0.12% +6 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: not reported; 2025Q1: not reported; 2025Q2: 3,211 shares; 2025Q3: 2,508 shares; 2025Q4: 2,391 shares; 2026Q1: 1,742 shares 1,742 $372K 0.12% -649 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: 4,318 shares; 2024Q4: 4,251 shares; 2025Q1: 3,609 shares; 2025Q2: 3,329 shares; 2025Q3: 2,948 shares; 2025Q4: not reported; 2026Q1: 2,829 shares 2,829 $370K 0.12% new Timeline QXO QXO INC More: the full row for QXO 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: 19,013 shares 19,013 $369K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,986 shares 3,986 $367K 0.12% new 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: 2,842 shares; 2024Q4: 2,574 shares; 2025Q1: 2,414 shares; 2025Q2: 2,412 shares; 2025Q3: 2,343 shares; 2025Q4: 2,307 shares; 2026Q1: 2,288 shares 2,288 $365K 0.12% -19 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: 9,034 shares; 2024Q4: 8,505 shares; 2025Q1: 9,288 shares; 2025Q2: 10,707 shares; 2025Q3: 12,845 shares; 2025Q4: 12,637 shares; 2026Q1: 12,465 shares 12,465 $350K 0.11% -172 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: 622 shares; 2024Q4: 620 shares; 2025Q1: 721 shares; 2025Q2: 653 shares; 2025Q3: 559 shares; 2025Q4: not reported; 2026Q1: 3,628 shares 3,628 $349K 0.11% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,849 shares; 2024Q4: 11,062 shares; 2025Q1: 10,739 shares; 2025Q2: 10,596 shares; 2025Q3: 10,144 shares; 2025Q4: 9,782 shares; 2026Q1: 9,456 shares 9,456 $342K 0.11% -326 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 4,792 shares; 2025Q1: 5,471 shares; 2025Q2: 5,280 shares; 2025Q3: 5,343 shares; 2025Q4: not reported; 2026Q1: 7,065 shares 7,065 $340K 0.11% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,378 shares 66,378 $334K 0.11% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 6,065 shares; 2025Q1: 6,033 shares; 2025Q2: 5,897 shares; 2025Q3: 7,170 shares; 2025Q4: not reported; 2026Q1: 7,146 shares 7,146 $329K 0.11% new 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: 2,896 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,690 shares 2,690 $324K 0.1% new Timeline SCHJ 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: 5,877 shares; 2024Q4: 11,772 shares; 2025Q1: 11,797 shares; 2025Q2: 11,154 shares; 2025Q3: 12,926 shares; 2025Q4: 12,926 shares; 2026Q1: 13,092 shares 13,092 $324K 0.1% +166 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: 502 shares; 2024Q4: 431 shares; 2025Q1: 399 shares; 2025Q2: 359 shares; 2025Q3: not reported; 2025Q4: 373 shares; 2026Q1: 350 shares 350 $322K 0.1% -23 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: 2,630 shares; 2024Q4: 2,485 shares; 2025Q1: 2,454 shares; 2025Q2: 2,398 shares; 2025Q3: 2,428 shares; 2025Q4: not reported; 2026Q1: 2,443 shares 2,443 $320K 0.1% 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: 1,041 shares; 2024Q4: 955 shares; 2025Q1: 952 shares; 2025Q2: 951 shares; 2025Q3: 974 shares; 2025Q4: not reported; 2026Q1: 970 shares 970 $316K 0.1% new 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: 733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 900 shares; 2025Q4: 922 shares; 2026Q1: 920 shares 920 $316K 0.1% -2 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: 2,123 shares; 2024Q4: 1,833 shares; 2025Q1: 1,764 shares; 2025Q2: 2,627 shares; 2025Q3: 3,462 shares; 2025Q4: 2,771 shares; 2026Q1: 3,228 shares 3,228 $311K 0.1% +457 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: 7,829 shares; 2024Q4: 7,197 shares; 2025Q1: 6,351 shares; 2025Q2: 6,140 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,170 shares 6,170 $310K 0.1% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,697 shares; 2025Q4: 4,697 shares; 2026Q1: 6,117 shares 6,117 $310K 0.1% +1,420 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: 1,792 shares; 2024Q4: 1,993 shares; 2025Q1: 1,941 shares; 2025Q2: not reported; 2025Q3: 2,529 shares; 2025Q4: not reported; 2026Q1: 2,333 shares 2,333 $308K 0.1% new 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: 1,184 shares; 2024Q4: 1,115 shares; 2025Q1: 1,007 shares; 2025Q2: 1,012 shares; 2025Q3: 1,748 shares; 2025Q4: 1,913 shares; 2026Q1: 954 shares 954 $304K 0.1% -959 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: 1,601 shares; 2024Q4: 1,087 shares; 2025Q1: 1,032 shares; 2025Q2: 976 shares; 2025Q3: 913 shares; 2025Q4: not reported; 2026Q1: 935 shares 935 $302K 0.1% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,507 shares; 2025Q1: 2,060 shares; 2025Q2: 1,986 shares; 2025Q3: 1,828 shares; 2025Q4: not reported; 2026Q1: 1,859 shares 1,859 $302K 0.1% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,607 shares 2,607 $302K 0.1% new 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: 4,874 shares; 2024Q4: 4,713 shares; 2025Q1: 4,676 shares; 2025Q2: 4,470 shares; 2025Q3: 2,359 shares; 2025Q4: 2,398 shares; 2026Q1: 2,332 shares 2,332 $299K 0.1% -66 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: 5,149 shares; 2024Q4: 4,678 shares; 2025Q1: 4,550 shares; 2025Q2: 4,754 shares; 2025Q3: 4,152 shares; 2025Q4: 4,057 shares; 2026Q1: 4,035 shares 4,035 $288K 0.09% -22 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: 5,378 shares; 2024Q4: 5,191 shares; 2025Q1: 5,457 shares; 2025Q2: 5,450 shares; 2025Q3: 5,349 shares; 2025Q4: 5,162 shares; 2026Q1: 5,061 shares 5,061 $287K 0.09% -101 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 2,483 shares; 2025Q1: 2,307 shares; 2025Q2: 2,345 shares; 2025Q3: 2,211 shares; 2025Q4: 1,765 shares; 2026Q1: 1,437 shares 1,437 $287K 0.09% -328 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: 1,180 shares; 2024Q4: 981 shares; 2025Q1: 879 shares; 2025Q2: 835 shares; 2025Q3: 696 shares; 2025Q4: not reported; 2026Q1: 1,055 shares 1,055 $285K 0.09% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,061 shares; 2026Q1: 5,005 shares 5,005 $285K 0.09% +944 Timeline JSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,371 shares; 2025Q4: not reported; 2026Q1: 5,452 shares 5,452 $281K 0.09% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,225 shares; 2025Q2: 7,125 shares; 2025Q3: 7,211 shares; 2025Q4: not reported; 2026Q1: 7,190 shares 7,190 $275K 0.09% new 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: 1,108 shares; 2024Q4: 886 shares; 2025Q1: 792 shares; 2025Q2: 789 shares; 2025Q3: 874 shares; 2025Q4: 896 shares; 2026Q1: 886 shares 886 $268K 0.09% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,114 shares; 2025Q4: not reported; 2026Q1: 1,348 shares 1,348 $267K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,775 shares; 2025Q4: not reported; 2026Q1: 3,964 shares 3,964 $262K 0.08% new 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: 6,150 shares; 2024Q4: 5,389 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,105 shares 2,105 $262K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,022 shares; 2025Q2: 1,843 shares; 2025Q3: 2,264 shares; 2025Q4: 2,258 shares; 2026Q1: 2,387 shares 2,387 $252K 0.08% +129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,307 shares; 2025Q4: not reported; 2026Q1: 2,401 shares 2,401 $252K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,472 shares; 2026Q1: 4,863 shares 4,863 $250K 0.08% -609 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: 3,676 shares; 2024Q4: 3,317 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,241 shares; 2025Q4: 2,275 shares; 2026Q1: 2,174 shares 2,174 $247K 0.08% -101 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: 2,973 shares; 2024Q4: 2,579 shares; 2025Q1: 2,247 shares; 2025Q2: 2,274 shares; 2025Q3: 1,594 shares; 2025Q4: 1,526 shares; 2026Q1: 1,492 shares 1,492 $246K 0.08% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,249 shares 1,249 $246K 0.08% new 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: 2,577 shares; 2024Q4: 2,563 shares; 2025Q1: 2,467 shares; 2025Q2: 2,298 shares; 2025Q3: 1,632 shares; 2025Q4: 1,641 shares; 2026Q1: 1,686 shares 1,686 $246K 0.08% +45 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: 5,892 shares; 2024Q4: 5,498 shares; 2025Q1: 4,894 shares; 2025Q2: 4,882 shares; 2025Q3: 4,531 shares; 2025Q4: 4,428 shares; 2026Q1: 4,505 shares 4,505 $243K 0.08% +77 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: 3,566 shares; 2024Q4: 3,342 shares; 2025Q1: 2,891 shares; 2025Q2: 2,461 shares; 2025Q3: 2,310 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares 2,463 $238K 0.08% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271 shares 271 $237K 0.08% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: not reported; 2026Q1: 2,139 shares 2,139 $234K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,594 shares 1,594 $234K 0.07% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,647 shares; 2025Q1: 4,171 shares; 2025Q2: 4,009 shares; 2025Q3: 4,081 shares; 2025Q4: 4,102 shares; 2026Q1: 2,741 shares 2,741 $232K 0.07% -1,361 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 5,032 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 2,120 shares; 2025Q4: 2,111 shares; 2026Q1: 1,646 shares 1,646 $232K 0.07% -465 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: 5,828 shares 5,828 $232K 0.07% 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: 611 shares; 2024Q4: 534 shares; 2025Q1: 389 shares; 2025Q2: 388 shares; 2025Q3: 295 shares; 2025Q4: not reported; 2026Q1: 2,196 shares 2,196 $230K 0.07% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,226 shares; 2025Q1: 1,818 shares; 2025Q2: 1,347 shares; 2025Q3: 1,071 shares; 2025Q4: 1,044 shares; 2026Q1: 997 shares 997 $230K 0.07% -47 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY 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: 1,154 shares 1,154 $228K 0.07% new Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 5,518 shares 5,518 $224K 0.07% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 1,086 shares; 2026Q1: 1,072 shares 1,072 $222K 0.07% -14 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,205 shares; 2025Q4: not reported; 2026Q1: 1,293 shares 1,293 $221K 0.07% new 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: 4,729 shares; 2024Q4: 4,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,527 shares 3,527 $221K 0.07% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,197 shares; 2025Q1: 1,170 shares; 2025Q2: 1,161 shares; 2025Q3: 674 shares; 2025Q4: 881 shares; 2026Q1: 791 shares 791 $217K 0.07% -90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,618 shares 1,618 $214K 0.07% new Timeline USHY 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: 6,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,889 shares; 2025Q3: 39,601 shares; 2025Q4: not reported; 2026Q1: 5,735 shares 5,735 $211K 0.07% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,065 shares; 2025Q4: not reported; 2026Q1: 999 shares 999 $211K 0.07% new 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: 888 shares; 2024Q4: 876 shares; 2025Q1: 838 shares; 2025Q2: 831 shares; 2025Q3: 512 shares; 2025Q4: not reported; 2026Q1: 491 shares 491 $209K 0.07% new 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: 5,365 shares; 2024Q4: 4,426 shares; 2025Q1: 3,098 shares; 2025Q2: 2,591 shares; 2025Q3: 2,272 shares; 2025Q4: 2,324 shares; 2026Q1: 1,481 shares 1,481 $206K 0.07% -843 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 11,782 shares; 2025Q1: 9,881 shares; 2025Q2: 9,207 shares; 2025Q3: 5,238 shares; 2025Q4: not reported; 2026Q1: 4,918 shares 4,918 $205K 0.07% new 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: 7,320 shares; 2024Q4: 4,642 shares; 2025Q1: 4,710 shares; 2025Q2: 4,733 shares; 2025Q3: 2,617 shares; 2025Q4: 2,561 shares; 2026Q1: 2,568 shares 2,568 $201K 0.06% +7 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,303 shares; 2025Q1: 2,226 shares; 2025Q2: 1,133 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares 907 $201K 0.06% new Timeline PFFD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,158 shares; 2025Q4: not reported; 2026Q1: 10,158 shares 10,158 $187K 0.06% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,473 shares; 2025Q4: not reported; 2026Q1: 13,065 shares 13,065 $186K 0.06% new Timeline