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: 75,099 shares; 2024Q4: 75,896 shares; 2025Q1: 78,458 shares; 2025Q2: 79,134 shares; 2025Q3: 83,777 shares; 2025Q4: 96,125 shares; 2026Q1: 101,946 shares 101,946 $60.9M 5.2% +5,821 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: 222,534 shares; 2024Q4: 226,443 shares; 2025Q1: 226,458 shares; 2025Q2: 225,501 shares; 2025Q3: 223,964 shares; 2025Q4: 221,313 shares; 2026Q1: 220,637 shares 220,637 $56M 4.78% -676 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: 169,381 shares; 2024Q4: 168,947 shares; 2025Q1: 168,533 shares; 2025Q2: 167,476 shares; 2025Q3: 166,476 shares; 2025Q4: 162,626 shares; 2026Q1: 161,227 shares 161,227 $46.2M 3.95% -1,399 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: 102,382 shares; 2024Q4: 191,071 shares; 2025Q1: 231,128 shares; 2025Q2: 257,135 shares; 2025Q3: 302,182 shares; 2025Q4: 385,621 shares; 2026Q1: 447,888 shares 447,888 $44.5M 3.8% +62,267 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: 94,602 shares; 2024Q4: 93,500 shares; 2025Q1: 93,428 shares; 2025Q2: 93,120 shares; 2025Q3: 91,102 shares; 2025Q4: 89,857 shares; 2026Q1: 90,095 shares 90,095 $33.4M 2.85% +238 Timeline SHY 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: 434,269 shares; 2024Q4: 398,281 shares; 2025Q1: 376,789 shares; 2025Q2: 362,380 shares; 2025Q3: 350,246 shares; 2025Q4: 346,327 shares; 2026Q1: 337,819 shares 337,819 $27.9M 2.38% -8,508 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,726 shares; 2024Q4: 396,721 shares; 2025Q1: 397,302 shares; 2025Q2: 399,571 shares; 2025Q3: 403,711 shares; 2025Q4: 413,628 shares; 2026Q1: 417,202 shares 417,202 $26.7M 2.28% +3,574 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: 94,621 shares; 2024Q4: 92,703 shares; 2025Q1: 92,070 shares; 2025Q2: 91,665 shares; 2025Q3: 91,061 shares; 2025Q4: 88,418 shares; 2026Q1: 87,657 shares 87,657 $25.8M 2.2% -761 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: 55,432 shares; 2024Q4: 54,963 shares; 2025Q1: 54,760 shares; 2025Q2: 54,502 shares; 2025Q3: 54,169 shares; 2025Q4: 53,496 shares; 2026Q1: 53,317 shares 53,317 $25.5M 2.18% -179 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: 406,562 shares; 2024Q4: 412,886 shares; 2025Q1: 414,709 shares; 2025Q2: 413,557 shares; 2025Q3: 414,305 shares; 2025Q4: 452,468 shares; 2026Q1: 473,633 shares 473,633 $24.9M 2.13% +21,165 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: 198,054 shares; 2024Q4: 195,948 shares; 2025Q1: 194,502 shares; 2025Q2: 192,168 shares; 2025Q3: 189,520 shares; 2025Q4: 183,630 shares; 2026Q1: 180,857 shares 180,857 $22.5M 1.92% -2,773 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: 104,391 shares; 2024Q4: 103,047 shares; 2025Q1: 103,857 shares; 2025Q2: 103,959 shares; 2025Q3: 105,002 shares; 2025Q4: 106,503 shares; 2026Q1: 106,956 shares 106,956 $22.3M 1.9% +453 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: 91,890 shares; 2024Q4: 86,411 shares; 2025Q1: 86,273 shares; 2025Q2: 85,812 shares; 2025Q3: 85,062 shares; 2025Q4: 84,658 shares; 2026Q1: 83,789 shares 83,789 $20.5M 1.75% -869 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,084 shares; 2024Q4: 46,716 shares; 2025Q1: 46,572 shares; 2025Q2: 46,452 shares; 2025Q3: 45,951 shares; 2025Q4: 45,248 shares; 2026Q1: 45,287 shares 45,287 $19.8M 1.69% +39 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,044 shares; 2024Q4: 230,243 shares; 2025Q1: 254,856 shares; 2025Q2: 256,521 shares; 2025Q3: 280,109 shares; 2025Q4: 323,500 shares; 2026Q1: 371,793 shares 371,793 $19M 1.63% +48,293 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: 59,762 shares; 2024Q4: 59,341 shares; 2025Q1: 59,035 shares; 2025Q2: 58,708 shares; 2025Q3: 59,572 shares; 2025Q4: 57,712 shares; 2026Q1: 56,876 shares 56,876 $16.4M 1.4% -836 Timeline SPTS 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: 160,155 shares; 2024Q4: 297,359 shares; 2025Q1: 344,637 shares; 2025Q2: 376,841 shares; 2025Q3: 441,102 shares; 2025Q4: 500,809 shares; 2026Q1: 556,094 shares 556,094 $16.2M 1.39% +55,285 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: 86,100 shares; 2024Q4: 85,076 shares; 2025Q1: 85,063 shares; 2025Q2: 84,101 shares; 2025Q3: 83,580 shares; 2025Q4: 81,575 shares; 2026Q1: 80,919 shares 80,919 $15.6M 1.33% -656 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: 42,084 shares; 2024Q4: 42,024 shares; 2025Q1: 81,995 shares; 2025Q2: 84,172 shares; 2025Q3: 85,137 shares; 2025Q4: 85,207 shares; 2026Q1: 85,928 shares 85,928 $15M 1.28% +721 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,894 shares; 2024Q4: 108,317 shares; 2025Q1: 109,416 shares; 2025Q2: 112,857 shares; 2025Q3: 113,597 shares; 2025Q4: 223,641 shares; 2026Q1: 224,837 shares 224,837 $13.8M 1.18% +1,196 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: 42,000 shares; 2024Q4: 82,933 shares; 2025Q1: 82,881 shares; 2025Q2: 82,912 shares; 2025Q3: 83,210 shares; 2025Q4: 82,632 shares; 2026Q1: 84,284 shares 84,284 $13.5M 1.15% +1,652 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: 44,653 shares; 2024Q4: 44,037 shares; 2025Q1: 44,132 shares; 2025Q2: 43,856 shares; 2025Q3: 44,222 shares; 2025Q4: 43,710 shares; 2026Q1: 43,569 shares 43,569 $13.2M 1.12% -141 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: 56,093 shares; 2024Q4: 55,116 shares; 2025Q1: 55,000 shares; 2025Q2: 54,509 shares; 2025Q3: 54,026 shares; 2025Q4: 52,011 shares; 2026Q1: 50,870 shares 50,870 $12.3M 1.05% -1,141 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 242,380 shares; 2026Q1: 220,716 shares 220,716 $11.7M 1% -21,664 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,056 shares; 2024Q4: 35,827 shares; 2025Q1: 35,650 shares; 2025Q2: 35,387 shares; 2025Q3: 35,465 shares; 2025Q4: 34,865 shares; 2026Q1: 34,676 shares 34,676 $11.4M 0.97% -189 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,664 shares; 2024Q4: 59,367 shares; 2025Q1: 58,539 shares; 2025Q2: 57,678 shares; 2025Q3: 57,311 shares; 2025Q4: 55,461 shares; 2026Q1: 54,769 shares 54,769 $11.3M 0.96% -692 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: 31,975 shares; 2024Q4: 31,650 shares; 2025Q1: 31,676 shares; 2025Q2: 31,522 shares; 2025Q3: 31,726 shares; 2025Q4: 31,495 shares; 2026Q1: 31,271 shares 31,271 $11M 0.94% -224 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: 106,461 shares; 2024Q4: 100,549 shares; 2025Q1: 98,551 shares; 2025Q2: 93,231 shares; 2025Q3: 91,915 shares; 2025Q4: 86,510 shares; 2026Q1: 83,638 shares 83,638 $10.4M 0.89% -2,872 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: 76,157 shares; 2024Q4: 72,989 shares; 2025Q1: 71,618 shares; 2025Q2: 71,158 shares; 2025Q3: 70,051 shares; 2025Q4: 66,980 shares; 2026Q1: 66,725 shares 66,725 $10.4M 0.88% -255 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: 23,044 shares; 2024Q4: 22,767 shares; 2025Q1: 22,617 shares; 2025Q2: 22,623 shares; 2025Q3: 22,823 shares; 2025Q4: 22,528 shares; 2026Q1: 22,313 shares 22,313 $10.3M 0.88% -215 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: 105,033 shares; 2024Q4: 102,576 shares; 2025Q1: 101,986 shares; 2025Q2: 101,546 shares; 2025Q3: 100,103 shares; 2025Q4: 99,120 shares; 2026Q1: 96,011 shares 96,011 $9.25M 0.79% -3,109 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 23,583 shares; 2025Q1: 26,480 shares; 2025Q2: 28,734 shares; 2025Q3: 30,260 shares; 2025Q4: 65,502 shares; 2026Q1: 69,234 shares 69,234 $9.2M 0.79% +3,732 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: 15,762 shares; 2024Q4: 15,362 shares; 2025Q1: 15,334 shares; 2025Q2: 15,655 shares; 2025Q3: 15,664 shares; 2025Q4: 15,857 shares; 2026Q1: 15,993 shares 15,993 $9.15M 0.78% +136 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: 102,534 shares; 2024Q4: 99,467 shares; 2025Q1: 96,952 shares; 2025Q2: 96,142 shares; 2025Q3: 95,797 shares; 2025Q4: 96,564 shares; 2026Q1: 94,288 shares 94,288 $9.1M 0.78% -2,276 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: 53,154 shares; 2024Q4: 53,063 shares; 2025Q1: 52,935 shares; 2025Q2: 52,479 shares; 2025Q3: 53,341 shares; 2025Q4: 52,815 shares; 2026Q1: 52,693 shares 52,693 $8.94M 0.76% -122 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: 136,228 shares; 2024Q4: 139,203 shares; 2025Q1: 143,451 shares; 2025Q2: 147,307 shares; 2025Q3: 153,829 shares; 2025Q4: 160,845 shares; 2026Q1: 164,762 shares 164,762 $8.91M 0.76% +3,917 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,836 shares; 2024Q4: 78,294 shares; 2025Q1: 83,707 shares; 2025Q2: 84,417 shares; 2025Q3: 91,701 shares; 2025Q4: 97,071 shares; 2026Q1: 100,871 shares 100,871 $8.86M 0.76% +3,800 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: 17,808 shares; 2024Q4: 17,755 shares; 2025Q1: 17,701 shares; 2025Q2: 17,651 shares; 2025Q3: 17,843 shares; 2025Q4: 17,512 shares; 2026Q1: 17,391 shares 17,391 $8.69M 0.74% -121 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: 115,617 shares; 2024Q4: 115,356 shares; 2025Q1: 114,930 shares; 2025Q2: 114,640 shares; 2025Q3: 112,511 shares; 2025Q4: 111,350 shares; 2026Q1: 110,464 shares 110,464 $8.4M 0.72% -886 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,769 shares; 2024Q4: 32,382 shares; 2025Q1: 35,464 shares; 2025Q2: 37,016 shares; 2025Q3: 41,961 shares; 2025Q4: 46,879 shares; 2026Q1: 50,236 shares 50,236 $7.44M 0.64% +3,357 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: 7,835 shares; 2024Q4: 7,681 shares; 2025Q1: 7,583 shares; 2025Q2: 7,499 shares; 2025Q3: 7,431 shares; 2025Q4: 7,285 shares; 2026Q1: 7,240 shares 7,240 $7.21M 0.62% -45 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: 44,339 shares; 2024Q4: 44,267 shares; 2025Q1: 44,120 shares; 2025Q2: 43,613 shares; 2025Q3: 42,880 shares; 2025Q4: 47,614 shares; 2026Q1: 48,545 shares 48,545 $7.01M 0.6% +931 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: 22,509 shares; 2024Q4: 22,111 shares; 2025Q1: 21,987 shares; 2025Q2: 21,907 shares; 2025Q3: 21,629 shares; 2025Q4: 21,422 shares; 2026Q1: 21,616 shares 21,616 $6.98M 0.6% +194 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: 128,141 shares; 2024Q4: 118,864 shares; 2025Q1: 116,783 shares; 2025Q2: 114,256 shares; 2025Q3: 113,395 shares; 2025Q4: 106,452 shares; 2026Q1: 103,196 shares 103,196 $6.97M 0.6% -3,256 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: 30,126 shares; 2024Q4: 29,837 shares; 2025Q1: 30,457 shares; 2025Q2: 30,325 shares; 2025Q3: 30,508 shares; 2025Q4: 29,440 shares; 2026Q1: 29,461 shares 29,461 $6.66M 0.57% +21 Timeline IWY 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: 15,613 shares; 2024Q4: 16,668 shares; 2025Q1: 18,797 shares; 2025Q2: 20,616 shares; 2025Q3: 23,094 shares; 2025Q4: 24,437 shares; 2026Q1: 26,477 shares 26,477 $6.59M 0.56% +2,040 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: 531 shares; 2024Q4: 3,276 shares; 2025Q1: 4,213 shares; 2025Q2: 4,470 shares; 2025Q3: 4,814 shares; 2025Q4: 4,891 shares; 2026Q1: 4,936 shares 4,936 $6.52M 0.56% +45 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: 21,456 shares; 2024Q4: 21,400 shares; 2025Q1: 21,344 shares; 2025Q2: 21,344 shares; 2025Q3: 21,523 shares; 2025Q4: 21,467 shares; 2026Q1: 21,412 shares 21,412 $6.48M 0.55% -55 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: 7,222 shares; 2024Q4: 7,373 shares; 2025Q1: 7,370 shares; 2025Q2: 7,325 shares; 2025Q3: 7,348 shares; 2025Q4: 7,123 shares; 2026Q1: 7,039 shares 7,039 $6.47M 0.55% -84 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: 8,842 shares; 2024Q4: 8,443 shares; 2025Q1: 8,424 shares; 2025Q2: 8,134 shares; 2025Q3: 8,153 shares; 2025Q4: 9,574 shares; 2026Q1: 9,563 shares 9,563 $6.25M 0.53% -11 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: 132,209 shares; 2024Q4: 129,109 shares; 2025Q1: 129,301 shares; 2025Q2: 132,716 shares; 2025Q3: 131,701 shares; 2025Q4: 125,111 shares; 2026Q1: 124,415 shares 124,415 $6.25M 0.53% -696 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,184 shares; 2024Q4: 46,008 shares; 2025Q1: 45,422 shares; 2025Q2: 45,197 shares; 2025Q3: 44,385 shares; 2025Q4: 44,138 shares; 2026Q1: 41,631 shares 41,631 $6.12M 0.52% -2,507 Timeline SPSM 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: 21,699 shares; 2024Q4: 37,358 shares; 2025Q1: 53,174 shares; 2025Q2: 80,499 shares; 2025Q3: 97,547 shares; 2025Q4: 109,121 shares; 2026Q1: 117,098 shares 117,098 $5.66M 0.48% +7,977 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: 37,463 shares; 2024Q4: 41,806 shares; 2025Q1: 46,709 shares; 2025Q2: 49,478 shares; 2025Q3: 52,627 shares; 2025Q4: 56,823 shares; 2026Q1: 59,820 shares 59,820 $5.64M 0.48% +2,997 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: 59,363 shares; 2024Q4: 59,033 shares; 2025Q1: 58,027 shares; 2025Q2: 58,839 shares; 2025Q3: 60,775 shares; 2025Q4: 61,130 shares; 2026Q1: 61,253 shares 61,253 $5.55M 0.47% +123 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: 16,421 shares; 2024Q4: 16,232 shares; 2025Q1: 16,232 shares; 2025Q2: 16,202 shares; 2025Q3: 16,074 shares; 2025Q4: 17,219 shares; 2026Q1: 16,922 shares 16,922 $5.53M 0.47% -297 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,379 shares; 2024Q4: 30,931 shares; 2025Q1: 32,249 shares; 2025Q2: 33,594 shares; 2025Q3: 35,085 shares; 2025Q4: 36,001 shares; 2026Q1: 36,804 shares 36,804 $5.4M 0.46% +803 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,346 shares; 2024Q4: 44,392 shares; 2025Q1: 44,968 shares; 2025Q2: 45,283 shares; 2025Q3: 44,870 shares; 2025Q4: 46,242 shares; 2026Q1: 46,397 shares 46,397 $5.34M 0.46% +155 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: 106,832 shares; 2024Q4: 105,244 shares; 2025Q1: 103,947 shares; 2025Q2: 104,452 shares; 2025Q3: 106,510 shares; 2025Q4: 107,539 shares; 2026Q1: 108,975 shares 108,975 $5.31M 0.45% +1,436 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: 26,565 shares 26,565 $5.24M 0.45% 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: 24,187 shares; 2024Q4: 23,895 shares; 2025Q1: 24,382 shares; 2025Q2: 24,088 shares; 2025Q3: 24,320 shares; 2025Q4: 23,623 shares; 2026Q1: 23,561 shares 23,561 $5.12M 0.44% -62 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: 36,937 shares; 2024Q4: 33,636 shares; 2025Q1: 33,576 shares; 2025Q2: 33,478 shares; 2025Q3: 33,490 shares; 2025Q4: 31,319 shares; 2026Q1: 29,082 shares 29,082 $5.02M 0.43% -2,237 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,718 shares; 2024Q4: 42,372 shares; 2025Q1: 41,099 shares; 2025Q2: 40,202 shares; 2025Q3: 33,950 shares; 2025Q4: 29,278 shares; 2026Q1: 24,538 shares 24,538 $5M 0.43% -4,740 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: 80,800 shares; 2024Q4: 75,636 shares; 2025Q1: 75,481 shares; 2025Q2: 74,322 shares; 2025Q3: 71,805 shares; 2025Q4: 56,951 shares; 2026Q1: 53,077 shares 53,077 $4.76M 0.41% -3,874 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,905 shares; 2024Q4: 64,782 shares; 2025Q1: 64,485 shares; 2025Q2: 62,806 shares; 2025Q3: 62,502 shares; 2025Q4: 61,257 shares; 2026Q1: 60,601 shares 60,601 $4.67M 0.4% -656 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,597 shares; 2024Q4: 14,990 shares; 2025Q1: 31,984 shares; 2025Q2: 34,933 shares; 2025Q3: 35,022 shares; 2025Q4: 33,692 shares; 2026Q1: 35,653 shares 35,653 $4.5M 0.38% +1,961 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,738 shares; 2024Q4: 21,162 shares; 2025Q1: 22,564 shares; 2025Q2: 23,519 shares; 2025Q3: 24,595 shares; 2025Q4: 26,052 shares; 2026Q1: 27,779 shares 27,779 $4.49M 0.38% +1,727 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: 11,034 shares; 2024Q4: 14,463 shares; 2025Q1: 15,507 shares; 2025Q2: 17,057 shares; 2025Q3: 17,907 shares; 2025Q4: 39,330 shares; 2026Q1: 40,673 shares 40,673 $4.43M 0.38% +1,343 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,648 shares; 2024Q4: 100,439 shares; 2025Q1: 111,949 shares; 2025Q2: 119,238 shares; 2025Q3: 131,164 shares; 2025Q4: 143,640 shares; 2026Q1: 152,201 shares 152,201 $4.41M 0.38% +8,561 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,714 shares; 2024Q4: 24,273 shares; 2025Q1: 24,224 shares; 2025Q2: 23,977 shares; 2025Q3: 23,866 shares; 2025Q4: 23,288 shares; 2026Q1: 23,115 shares 23,115 $4.31M 0.37% -173 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: 20,601 shares; 2024Q4: 22,223 shares; 2025Q1: 22,385 shares; 2025Q2: 22,357 shares; 2025Q3: 22,823 shares; 2025Q4: 22,343 shares; 2026Q1: 22,018 shares 22,018 $4.17M 0.36% -325 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,390 shares; 2024Q4: 46,295 shares; 2025Q1: 44,136 shares; 2025Q2: 43,151 shares; 2025Q3: 42,858 shares; 2025Q4: 84,219 shares; 2026Q1: 83,787 shares 83,787 $3.84M 0.33% -432 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: 13,542 shares; 2024Q4: 13,440 shares; 2025Q1: 13,560 shares; 2025Q2: 12,785 shares; 2025Q3: 12,286 shares; 2025Q4: 11,895 shares; 2026Q1: 11,950 shares 11,950 $3.83M 0.33% +55 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,991 shares; 2024Q4: 43,965 shares; 2025Q1: 42,838 shares; 2025Q2: 42,068 shares; 2025Q3: 41,595 shares; 2025Q4: 40,676 shares; 2026Q1: 40,102 shares 40,102 $3.77M 0.32% -574 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: 133,589 shares; 2024Q4: 134,792 shares; 2025Q1: 132,524 shares; 2025Q2: 133,250 shares; 2025Q3: 132,872 shares; 2025Q4: 132,601 shares; 2026Q1: 128,719 shares 128,719 $3.73M 0.32% -3,882 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: 50,717 shares; 2024Q4: 50,531 shares; 2025Q1: 49,872 shares; 2025Q2: 49,254 shares; 2025Q3: 48,801 shares; 2025Q4: 47,304 shares; 2026Q1: 46,371 shares 46,371 $3.68M 0.31% -933 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,004 shares; 2024Q4: 20,697 shares; 2025Q1: 23,367 shares; 2025Q2: 24,099 shares; 2025Q3: 25,937 shares; 2025Q4: 31,291 shares; 2026Q1: 32,368 shares 32,368 $3.59M 0.31% +1,077 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 1,951 shares; 2025Q1: 1,925 shares; 2025Q2: 1,913 shares; 2025Q3: 1,906 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares 1,839 $3.52M 0.3% 0 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: 16,155 shares; 2024Q4: 15,927 shares; 2025Q1: 15,765 shares; 2025Q2: 15,816 shares; 2025Q3: 15,964 shares; 2025Q4: 16,271 shares; 2026Q1: 16,125 shares 16,125 $3.34M 0.28% -146 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,481 shares; 2025Q1: 3,435 shares; 2025Q2: 3,395 shares; 2025Q3: 3,352 shares; 2025Q4: 3,352 shares; 2026Q1: 3,275 shares 3,275 $3.21M 0.27% -77 Timeline ISTB 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: 95,928 shares; 2024Q4: 85,973 shares; 2025Q1: 82,262 shares; 2025Q2: 78,377 shares; 2025Q3: 76,731 shares; 2025Q4: 75,002 shares; 2026Q1: 66,000 shares 66,000 $3.2M 0.27% -9,002 Timeline SPMD 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: 11,871 shares; 2025Q1: 20,528 shares; 2025Q2: 29,485 shares; 2025Q3: 39,239 shares; 2025Q4: 48,018 shares; 2026Q1: 53,523 shares 53,523 $3.17M 0.27% +5,505 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: 8,274 shares; 2024Q4: 8,297 shares; 2025Q1: 8,284 shares; 2025Q2: 8,266 shares; 2025Q3: 8,298 shares; 2025Q4: 8,280 shares; 2026Q1: 8,255 shares 8,255 $2.95M 0.25% -25 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: 12,296 shares; 2024Q4: 12,058 shares; 2025Q1: 12,036 shares; 2025Q2: 11,951 shares; 2025Q3: 11,696 shares; 2025Q4: 11,343 shares; 2026Q1: 11,334 shares 11,334 $2.95M 0.25% -9 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,521 shares; 2024Q4: 27,919 shares; 2025Q1: 25,835 shares; 2025Q2: 25,414 shares; 2025Q3: 24,820 shares; 2025Q4: 16,194 shares; 2026Q1: 15,184 shares 15,184 $2.95M 0.25% -1,010 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: 86,190 shares; 2024Q4: 117,669 shares; 2025Q1: 124,715 shares; 2025Q2: 136,373 shares; 2025Q3: 132,826 shares; 2025Q4: 120,510 shares; 2026Q1: 103,574 shares 103,574 $2.91M 0.25% -16,936 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: 22,589 shares; 2024Q4: 21,783 shares; 2025Q1: 21,621 shares; 2025Q2: 21,365 shares; 2025Q3: 21,021 shares; 2025Q4: 19,718 shares; 2026Q1: 24,044 shares 24,044 $2.89M 0.25% +4,326 Timeline XLB 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: 14,622 shares; 2024Q4: 16,418 shares; 2025Q1: 18,284 shares; 2025Q2: 19,082 shares; 2025Q3: 20,027 shares; 2025Q4: 48,399 shares; 2026Q1: 54,639 shares 54,639 $2.73M 0.23% +6,240 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: 2,837 shares; 2025Q1: 2,837 shares; 2025Q2: 2,822 shares; 2025Q3: 2,835 shares; 2025Q4: 2,832 shares; 2026Q1: 2,793 shares 2,793 $2.69M 0.23% -39 Timeline XLP 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: 13,061 shares; 2024Q4: 14,629 shares; 2025Q1: 17,688 shares; 2025Q2: 17,818 shares; 2025Q3: 19,313 shares; 2025Q4: 29,948 shares; 2026Q1: 32,303 shares 32,303 $2.65M 0.23% +2,355 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,468 shares; 2024Q4: 34,193 shares; 2025Q1: 40,814 shares; 2025Q2: 44,138 shares; 2025Q3: 47,326 shares; 2025Q4: 50,966 shares; 2026Q1: 53,488 shares 53,488 $2.64M 0.23% +2,522 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: 5,429 shares; 2024Q4: 5,071 shares; 2025Q1: 5,034 shares; 2025Q2: 4,977 shares; 2025Q3: 4,970 shares; 2025Q4: 4,939 shares; 2026Q1: 4,906 shares 4,906 $2.64M 0.23% -33 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,010 shares; 2024Q4: 16,307 shares; 2025Q1: 14,657 shares; 2025Q2: 13,467 shares; 2025Q3: 13,185 shares; 2025Q4: 12,896 shares; 2026Q1: 13,239 shares 13,239 $2.54M 0.22% +343 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: 8,615 shares; 2024Q4: 8,554 shares; 2025Q1: 8,478 shares; 2025Q2: 8,452 shares; 2025Q3: 8,494 shares; 2025Q4: 8,333 shares; 2026Q1: 8,128 shares 8,128 $2.53M 0.22% -205 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: 6,810 shares; 2024Q4: 6,970 shares; 2025Q1: 6,970 shares; 2025Q2: 6,970 shares; 2025Q3: 7,035 shares; 2025Q4: 7,620 shares; 2026Q1: 8,127 shares 8,127 $2.52M 0.21% +507 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: 851 shares; 2024Q4: 856 shares; 2025Q1: 1,226 shares; 2025Q2: 1,611 shares; 2025Q3: 1,808 shares; 2025Q4: 9,741 shares; 2026Q1: 24,030 shares 24,030 $2.51M 0.21% +14,289 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 3,760 shares; 2025Q1: 4,278 shares; 2025Q2: 4,636 shares; 2025Q3: 4,920 shares; 2025Q4: 5,763 shares; 2026Q1: 6,851 shares 6,851 $2.46M 0.21% +1,088 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: 9,256 shares; 2024Q4: 8,867 shares; 2025Q1: 8,707 shares; 2025Q2: 8,644 shares; 2025Q3: 8,590 shares; 2025Q4: 8,564 shares; 2026Q1: 8,512 shares 8,512 $2.44M 0.21% -52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 226 shares; 2025Q3: 401 shares; 2025Q4: 4,410 shares; 2026Q1: 25,369 shares 25,369 $2.44M 0.21% +20,959 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: 15,755 shares; 2024Q4: 15,746 shares; 2025Q1: 15,409 shares; 2025Q2: 15,197 shares; 2025Q3: 15,222 shares; 2025Q4: 15,222 shares; 2026Q1: 15,127 shares 15,127 $2.42M 0.21% -95 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: 34,497 shares; 2024Q4: 33,802 shares; 2025Q1: 33,450 shares; 2025Q2: 33,025 shares; 2025Q3: 33,332 shares; 2025Q4: 33,565 shares; 2026Q1: 34,220 shares 34,220 $2.39M 0.2% +655 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 15,364 shares; 2025Q1: 17,397 shares; 2025Q2: 17,700 shares; 2025Q3: 17,700 shares; 2025Q4: 17,738 shares; 2026Q1: 17,578 shares 17,578 $2.39M 0.2% -160 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: 6,868 shares; 2024Q4: 6,899 shares; 2025Q1: 6,870 shares; 2025Q2: 6,776 shares; 2025Q3: 6,812 shares; 2025Q4: 6,798 shares; 2026Q1: 6,798 shares 6,798 $2.33M 0.2% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,977 shares; 2025Q1: 4,004 shares; 2025Q2: 3,943 shares; 2025Q3: 3,922 shares; 2025Q4: 3,922 shares; 2026Q1: 3,892 shares 3,892 $2.19M 0.19% -30 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: 8,230 shares; 2024Q4: 8,230 shares; 2025Q1: 8,208 shares; 2025Q2: 8,157 shares; 2025Q3: 8,443 shares; 2025Q4: 8,625 shares; 2026Q1: 8,554 shares 8,554 $2.07M 0.18% -71 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: 77,057 shares; 2024Q4: 75,724 shares; 2025Q1: 27,406 shares; 2025Q2: 27,406 shares; 2025Q3: 27,675 shares; 2025Q4: 26,398 shares; 2026Q1: 26,613 shares 26,613 $2.06M 0.18% +215 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: 8,731 shares; 2024Q4: 8,925 shares; 2025Q1: 8,925 shares; 2025Q2: 8,844 shares; 2025Q3: 8,881 shares; 2025Q4: 8,547 shares; 2026Q1: 8,636 shares 8,636 $2.04M 0.17% +89 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,139 shares; 2024Q4: 58,139 shares; 2025Q1: 88,683 shares; 2025Q2: 109,099 shares; 2025Q3: 109,099 shares; 2025Q4: 109,063 shares; 2026Q1: 118,979 shares 118,979 $2.04M 0.17% +9,916 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,045 shares; 2024Q4: 24,045 shares; 2025Q1: 24,045 shares; 2025Q2: 18,445 shares; 2025Q3: 18,445 shares; 2025Q4: 18,445 shares; 2026Q1: 18,436 shares 18,436 $2.02M 0.17% -9 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: 38,801 shares; 2024Q4: 33,769 shares; 2025Q1: 31,607 shares; 2025Q2: 29,991 shares; 2025Q3: 28,567 shares; 2025Q4: 27,853 shares; 2026Q1: 25,637 shares 25,637 $2.01M 0.17% -2,216 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,699 shares; 2024Q4: 13,624 shares; 2025Q1: 13,843 shares; 2025Q2: 13,508 shares; 2025Q3: 12,995 shares; 2025Q4: 11,496 shares; 2026Q1: 9,296 shares 9,296 $1.89M 0.16% -2,200 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 11,152 shares; 2025Q1: 11,285 shares; 2025Q2: 11,589 shares; 2025Q3: 11,656 shares; 2025Q4: 6,846 shares; 2026Q1: 6,381 shares 6,381 $1.85M 0.16% -465 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,648 shares; 2024Q4: 42,601 shares; 2025Q1: 43,386 shares; 2025Q2: 44,286 shares; 2025Q3: 44,847 shares; 2025Q4: 44,546 shares; 2026Q1: 44,820 shares 44,820 $1.84M 0.16% +274 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: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 1,163 shares; 2025Q2: 1,054 shares; 2025Q3: 1,055 shares; 2025Q4: 7,241 shares; 2026Q1: 7,852 shares 7,852 $1.8M 0.15% +611 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 6,463 shares; 2025Q3: 6,356 shares; 2025Q4: 6,365 shares; 2026Q1: 6,338 shares 6,338 $1.8M 0.15% -27 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: 4,116 shares; 2024Q4: 5,364 shares; 2025Q1: 5,068 shares; 2025Q2: 5,316 shares; 2025Q3: 5,480 shares; 2025Q4: 5,545 shares; 2026Q1: 5,518 shares 5,518 $1.76M 0.15% -27 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,776 shares; 2024Q4: 70,771 shares; 2025Q1: 70,389 shares; 2025Q2: 69,686 shares; 2025Q3: 69,371 shares; 2025Q4: 70,587 shares; 2026Q1: 68,702 shares 68,702 $1.72M 0.15% -1,885 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: 25,690 shares; 2024Q4: 23,832 shares; 2025Q1: 23,692 shares; 2025Q2: 23,694 shares; 2025Q3: 22,572 shares; 2025Q4: 21,912 shares; 2026Q1: 21,633 shares 21,633 $1.72M 0.15% -279 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: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,300 shares; 2026Q1: 4,368 shares 4,368 $1.71M 0.15% +68 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: 10,934 shares; 2024Q4: 11,097 shares; 2025Q1: 10,934 shares; 2025Q2: 10,839 shares; 2025Q3: 10,839 shares; 2025Q4: 10,639 shares; 2026Q1: 10,022 shares 10,022 $1.66M 0.14% -617 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: 16,096 shares; 2024Q4: 15,796 shares; 2025Q1: 16,527 shares; 2025Q2: 16,335 shares; 2025Q3: 16,220 shares; 2025Q4: 16,183 shares; 2026Q1: 15,889 shares 15,889 $1.63M 0.14% -294 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,878 shares; 2025Q1: 1,873 shares; 2025Q2: 1,873 shares; 2025Q3: 1,825 shares; 2025Q4: 1,884 shares; 2026Q1: 1,865 shares 1,865 $1.61M 0.14% -19 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: 9,308 shares; 2024Q4: 10,425 shares; 2025Q1: 12,381 shares; 2025Q2: 12,783 shares; 2025Q3: 13,077 shares; 2025Q4: 12,283 shares; 2026Q1: 12,297 shares 12,297 $1.61M 0.14% +14 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: 2,196 shares; 2024Q4: 2,278 shares; 2025Q1: 2,273 shares; 2025Q2: 2,273 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,264 shares 2,264 $1.6M 0.14% -186 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,278 shares; 2024Q4: 40,281 shares; 2025Q1: 53,109 shares; 2025Q2: 68,319 shares; 2025Q3: 67,968 shares; 2025Q4: 79,287 shares; 2026Q1: 79,262 shares 79,262 $1.53M 0.13% -25 Timeline DGRO 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: 24,954 shares; 2024Q4: 24,139 shares; 2025Q1: 23,601 shares; 2025Q2: 23,231 shares; 2025Q3: 22,780 shares; 2025Q4: 22,595 shares; 2026Q1: 21,779 shares 21,779 $1.53M 0.13% -816 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: 48,636 shares; 2024Q4: 37,592 shares; 2025Q1: 44,176 shares; 2025Q2: 46,206 shares; 2025Q3: 46,798 shares; 2025Q4: 33,920 shares; 2026Q1: 28,723 shares 28,723 $1.52M 0.13% -5,197 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,585 shares; 2025Q1: 5,506 shares; 2025Q2: 5,433 shares; 2025Q3: 5,406 shares; 2025Q4: 5,406 shares; 2026Q1: 5,406 shares 5,406 $1.51M 0.13% 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: 2,195 shares; 2024Q4: 2,213 shares; 2025Q1: 2,198 shares; 2025Q2: 2,198 shares; 2025Q3: 2,584 shares; 2025Q4: 2,632 shares; 2026Q1: 2,606 shares 2,606 $1.5M 0.13% -26 Timeline VDE 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: 7,621 shares; 2024Q4: 8,732 shares; 2025Q1: 9,018 shares; 2025Q2: 9,001 shares; 2025Q3: 9,001 shares; 2025Q4: 8,749 shares; 2026Q1: 8,645 shares 8,645 $1.5M 0.13% -104 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,534 shares; 2025Q2: 2,534 shares; 2025Q3: 2,534 shares; 2025Q4: 2,489 shares; 2026Q1: 2,463 shares 2,463 $1.49M 0.13% -26 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,489 shares; 2024Q4: 37,096 shares; 2025Q1: 40,290 shares; 2025Q2: 47,218 shares; 2025Q3: 57,418 shares; 2025Q4: 54,675 shares; 2026Q1: 61,553 shares 61,553 $1.46M 0.12% +6,878 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.12% 0 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: 4,214 shares; 2024Q4: 4,215 shares; 2025Q1: 4,569 shares; 2025Q2: 4,605 shares; 2025Q3: 5,032 shares; 2025Q4: 4,422 shares; 2026Q1: 4,327 shares 4,327 $1.41M 0.12% -95 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 7,114 shares; 2025Q1: 7,067 shares; 2025Q2: 7,067 shares; 2025Q3: 7,067 shares; 2025Q4: 6,682 shares; 2026Q1: 6,682 shares 6,682 $1.4M 0.12% 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: 1,521 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,582 shares; 2025Q3: 1,584 shares; 2025Q4: 1,584 shares; 2026Q1: 1,584 shares 1,584 $1.38M 0.12% 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: 7,782 shares; 2024Q4: 7,454 shares; 2025Q1: 7,454 shares; 2025Q2: 7,454 shares; 2025Q3: 7,454 shares; 2025Q4: 7,434 shares; 2026Q1: 7,434 shares 7,434 $1.35M 0.12% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,604 shares; 2024Q4: 24,342 shares; 2025Q1: 24,642 shares; 2025Q2: 34,018 shares; 2025Q3: 34,719 shares; 2025Q4: 36,051 shares; 2026Q1: 35,731 shares 35,731 $1.35M 0.12% -320 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 4,107 shares; 2025Q1: 4,242 shares; 2025Q2: 4,384 shares; 2025Q3: 4,416 shares; 2025Q4: 4,110 shares; 2026Q1: 4,041 shares 4,041 $1.33M 0.11% -69 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,864 shares; 2024Q4: 17,699 shares; 2025Q1: 16,037 shares; 2025Q2: 14,115 shares; 2025Q3: 12,548 shares; 2025Q4: 9,086 shares; 2026Q1: 8,279 shares 8,279 $1.3M 0.11% -807 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 6,409 shares; 2025Q1: 6,361 shares; 2025Q2: 6,322 shares; 2025Q3: 6,206 shares; 2025Q4: 6,160 shares; 2026Q1: 6,150 shares 6,150 $1.3M 0.11% -10 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 774 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 1,042 shares; 2026Q1: 1,148 shares 1,148 $1.25M 0.11% +106 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 5,192 shares; 2025Q1: 5,153 shares; 2025Q2: 5,108 shares; 2025Q3: 4,681 shares; 2025Q4: 3,452 shares; 2026Q1: 3,477 shares 3,477 $1.24M 0.11% +25 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 4,911 shares; 2025Q1: 5,720 shares; 2025Q2: 5,601 shares; 2025Q3: 5,601 shares; 2025Q4: 6,006 shares; 2026Q1: 5,683 shares 5,683 $1.22M 0.1% -323 Timeline XLRE 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: 19,714 shares; 2024Q4: 23,243 shares; 2025Q1: 26,130 shares; 2025Q2: 27,007 shares; 2025Q3: 28,121 shares; 2025Q4: 27,861 shares; 2026Q1: 29,865 shares 29,865 $1.22M 0.1% +2,004 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,437 shares; 2024Q4: 9,225 shares; 2025Q1: 9,199 shares; 2025Q2: 9,163 shares; 2025Q3: 9,164 shares; 2025Q4: 8,913 shares; 2026Q1: 8,612 shares 8,612 $1.2M 0.1% -301 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 9,677 shares; 2025Q1: 9,677 shares; 2025Q2: 9,301 shares; 2025Q3: 9,401 shares; 2025Q4: 9,401 shares; 2026Q1: 9,326 shares 9,326 $1.2M 0.1% -75 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: 29,086 shares; 2024Q4: 28,473 shares; 2025Q1: 29,279 shares; 2025Q2: 29,093 shares; 2025Q3: 27,460 shares; 2025Q4: 23,891 shares; 2026Q1: 22,750 shares 22,750 $1.18M 0.1% -1,141 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,745 shares; 2024Q4: 20,872 shares; 2025Q1: 20,372 shares; 2025Q2: 19,063 shares; 2025Q3: 17,903 shares; 2025Q4: 19,038 shares; 2026Q1: 19,402 shares 19,402 $1.18M 0.1% +364 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 3,583 shares; 2025Q1: 3,581 shares; 2025Q2: 3,473 shares; 2025Q3: 3,473 shares; 2025Q4: 3,412 shares; 2026Q1: 3,468 shares 3,468 $1.17M 0.1% +56 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: 2,207 shares; 2024Q4: 2,208 shares; 2025Q1: 1,735 shares; 2025Q2: 1,635 shares; 2025Q3: 1,842 shares; 2025Q4: 1,806 shares; 2026Q1: 1,802 shares 1,802 $1.17M 0.1% -4 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,172 shares; 2024Q4: 15,172 shares; 2025Q1: 14,845 shares; 2025Q2: 29,340 shares; 2025Q3: 28,658 shares; 2025Q4: 25,053 shares; 2026Q1: 24,810 shares 24,810 $1.15M 0.1% -243 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,305 shares; 2026Q1: 4,079 shares 4,079 $1.13M 0.1% +774 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,962 shares; 2024Q4: 9,000 shares; 2025Q1: 8,978 shares; 2025Q2: 8,928 shares; 2025Q3: 8,446 shares; 2025Q4: 8,646 shares; 2026Q1: 8,559 shares 8,559 $1.12M 0.1% -87 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,127 shares; 2025Q1: 17,313 shares; 2025Q2: 17,066 shares; 2025Q3: 14,992 shares; 2025Q4: 15,015 shares; 2026Q1: 14,928 shares 14,928 $1.1M 0.09% -87 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: 7,546 shares; 2024Q4: 7,546 shares; 2025Q1: 7,596 shares; 2025Q2: 7,596 shares; 2025Q3: 7,596 shares; 2025Q4: 8,106 shares; 2026Q1: 7,946 shares 7,946 $1.04M 0.09% -160 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 5,146 shares; 2025Q1: 6,168 shares; 2025Q2: 6,759 shares; 2025Q3: 7,066 shares; 2025Q4: 4,475 shares; 2026Q1: 4,258 shares 4,258 $1.04M 0.09% -217 Timeline OEF 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: 4,285 shares; 2024Q4: 3,865 shares; 2025Q1: 3,557 shares; 2025Q2: 3,394 shares; 2025Q3: 3,334 shares; 2025Q4: 3,281 shares; 2026Q1: 3,216 shares 3,216 $1.02M 0.09% -65 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,919 shares; 2024Q4: 50,922 shares; 2025Q1: 50,920 shares; 2025Q2: 50,920 shares; 2025Q3: 50,920 shares; 2025Q4: 50,920 shares; 2026Q1: 52,120 shares 52,120 $998K 0.09% +1,200 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: 5,254 shares; 2024Q4: 5,214 shares; 2025Q1: 5,209 shares; 2025Q2: 5,194 shares; 2025Q3: 5,203 shares; 2025Q4: 5,165 shares; 2026Q1: 4,931 shares 4,931 $978K 0.08% -234 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 4,537 shares; 2025Q1: 4,642 shares; 2025Q2: 4,765 shares; 2025Q3: 5,400 shares; 2025Q4: 2,887 shares; 2026Q1: 2,741 shares 2,741 $970K 0.08% -146 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: 769 shares; 2024Q4: 769 shares; 2025Q1: 759 shares; 2025Q2: 1,007 shares; 2025Q3: 1,393 shares; 2025Q4: 1,379 shares; 2026Q1: 1,379 shares 1,379 $941K 0.08% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,439 shares; 2024Q4: 20,374 shares; 2025Q1: 21,001 shares; 2025Q2: 21,271 shares; 2025Q3: 21,456 shares; 2025Q4: 9,879 shares; 2026Q1: 8,916 shares 8,916 $924K 0.08% -963 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: 4,928 shares; 2024Q4: 4,673 shares; 2025Q1: 4,663 shares; 2025Q2: 4,561 shares; 2025Q3: 4,671 shares; 2025Q4: 4,621 shares; 2026Q1: 4,558 shares 4,558 $907K 0.08% -63 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: 6,794 shares; 2024Q4: 6,137 shares; 2025Q1: 5,923 shares; 2025Q2: 5,911 shares; 2025Q3: 5,885 shares; 2025Q4: 5,710 shares; 2026Q1: 4,804 shares 4,804 $897K 0.08% -906 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,575 shares; 2024Q4: 13,778 shares; 2025Q1: 13,778 shares; 2025Q2: 14,878 shares; 2025Q3: 14,878 shares; 2025Q4: 14,878 shares; 2026Q1: 13,548 shares 13,548 $894K 0.08% -1,330 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: 5,350 shares; 2025Q1: 10,922 shares; 2025Q2: 12,032 shares; 2025Q3: 13,968 shares; 2025Q4: 15,407 shares; 2026Q1: 15,678 shares 15,678 $889K 0.08% +271 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,783 shares; 2025Q1: 2,783 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares; 2025Q4: 2,695 shares; 2026Q1: 6,395 shares 6,395 $885K 0.08% +3,700 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,588 shares; 2025Q2: 17,659 shares; 2025Q3: 18,259 shares; 2025Q4: 22,307 shares; 2026Q1: 42,332 shares 42,332 $862K 0.07% +20,025 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: 1,719 shares; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,754 shares; 2025Q3: 1,714 shares; 2025Q4: 2,092 shares; 2026Q1: 1,944 shares 1,944 $849K 0.07% -148 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: 8,388 shares; 2024Q4: 8,258 shares; 2025Q1: 8,066 shares; 2025Q2: 7,926 shares; 2025Q3: 9,104 shares; 2025Q4: 9,074 shares; 2026Q1: 9,074 shares 9,074 $843K 0.07% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 8,579 shares; 2025Q1: 8,579 shares; 2025Q2: 8,579 shares; 2025Q3: 9,061 shares; 2025Q4: 9,061 shares; 2026Q1: 9,061 shares 9,061 $840K 0.07% 0 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: 8,698 shares; 2024Q4: 12,043 shares; 2025Q1: 13,253 shares; 2025Q2: 13,223 shares; 2025Q3: 12,878 shares; 2025Q4: 10,008 shares; 2026Q1: 9,671 shares 9,671 $824K 0.07% -337 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,800 shares; 2026Q1: 8,800 shares 8,800 $814K 0.07% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,351 shares; 2024Q4: 21,851 shares; 2025Q1: 24,512 shares; 2025Q2: 31,313 shares; 2025Q3: 32,576 shares; 2025Q4: 32,710 shares; 2026Q1: 43,967 shares 43,967 $792K 0.07% +11,257 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: 1,553 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,548 shares; 2025Q3: 1,918 shares; 2025Q4: 1,898 shares; 2026Q1: 1,898 shares 1,898 $791K 0.07% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,973 shares 49,973 $782K 0.07% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,121 shares; 2025Q2: 1,503 shares; 2025Q3: 1,833 shares; 2025Q4: 2,248 shares; 2026Q1: 3,257 shares 3,257 $774K 0.07% +1,009 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,624 shares; 2025Q2: 3,615 shares; 2025Q3: 3,612 shares; 2025Q4: 2,862 shares; 2026Q1: 2,805 shares 2,805 $748K 0.06% -57 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,531 shares; 2024Q4: 23,339 shares; 2025Q1: 26,354 shares; 2025Q2: 29,555 shares; 2025Q3: 29,555 shares; 2025Q4: 34,306 shares; 2026Q1: 42,679 shares 42,679 $735K 0.06% +8,373 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,061 shares; 2024Q4: 22,497 shares; 2025Q1: 36,490 shares; 2025Q2: 46,151 shares; 2025Q3: 59,959 shares; 2025Q4: 54,102 shares; 2026Q1: 65,489 shares 65,489 $724K 0.06% +11,387 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $715K 0.06% 0 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: 5,345 shares; 2024Q4: 5,392 shares; 2025Q1: 5,369 shares; 2025Q2: 5,371 shares; 2025Q3: 5,402 shares; 2025Q4: 5,426 shares; 2026Q1: 5,315 shares 5,315 $702K 0.06% -111 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: 5,686 shares; 2024Q4: 5,686 shares; 2025Q1: 5,686 shares; 2025Q2: 5,636 shares; 2025Q3: 5,621 shares; 2025Q4: 5,621 shares; 2026Q1: 5,148 shares 5,148 $700K 0.06% -473 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,193 shares; 2024Q4: 18,193 shares; 2025Q1: 18,313 shares; 2025Q2: 18,319 shares; 2025Q3: 18,291 shares; 2025Q4: 18,296 shares; 2026Q1: 18,300 shares 18,300 $681K 0.06% +4 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 721 shares; 2025Q4: 796 shares; 2026Q1: 783 shares 783 $662K 0.06% -13 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 6,308 shares; 2025Q1: 6,308 shares; 2025Q2: 6,388 shares; 2025Q3: 6,268 shares; 2025Q4: 5,812 shares; 2026Q1: 5,812 shares 5,812 $648K 0.06% 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: 4,264 shares; 2024Q4: 4,264 shares; 2025Q1: 4,264 shares; 2025Q2: 4,264 shares; 2025Q3: 4,264 shares; 2025Q4: 4,264 shares; 2026Q1: 4,199 shares 4,199 $636K 0.05% -65 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: 15,637 shares; 2024Q4: 15,565 shares; 2025Q1: 15,029 shares; 2025Q2: 14,793 shares; 2025Q3: 14,496 shares; 2025Q4: 11,379 shares; 2026Q1: 10,943 shares 10,943 $631K 0.05% -436 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,097 shares; 2024Q4: 10,486 shares; 2025Q1: 10,860 shares; 2025Q2: 11,153 shares; 2025Q3: 11,768 shares; 2025Q4: 6,273 shares; 2026Q1: 6,163 shares 6,163 $606K 0.05% -110 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,496 shares; 2025Q1: 3,496 shares; 2025Q2: 3,461 shares; 2025Q3: 3,366 shares; 2025Q4: 3,330 shares; 2026Q1: 3,303 shares 3,303 $595K 0.05% -27 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,606 shares; 2024Q4: 6,606 shares; 2025Q1: 6,606 shares; 2025Q2: 6,606 shares; 2025Q3: 6,606 shares; 2025Q4: 6,606 shares; 2026Q1: 6,606 shares 6,606 $590K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,121 shares; 2026Q1: 8,035 shares 8,035 $588K 0.05% +2,914 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: 3,868 shares; 2024Q4: 4,098 shares; 2025Q1: 4,098 shares; 2025Q2: 4,358 shares; 2025Q3: 4,447 shares; 2025Q4: 4,447 shares; 2026Q1: 4,447 shares 4,447 $588K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,643 shares; 2024Q4: 15,975 shares; 2025Q1: 16,925 shares; 2025Q2: 17,555 shares; 2025Q3: 17,138 shares; 2025Q4: 17,138 shares; 2026Q1: 17,138 shares 17,138 $575K 0.05% 0 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: 6,464 shares; 2024Q4: 6,343 shares; 2025Q1: 5,663 shares; 2025Q2: 5,483 shares; 2025Q3: 5,483 shares; 2025Q4: 5,483 shares; 2026Q1: 5,420 shares 5,420 $573K 0.05% -63 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,924 shares; 2024Q4: 21,924 shares; 2025Q1: 21,924 shares; 2025Q2: 21,924 shares; 2025Q3: 21,924 shares; 2025Q4: 21,917 shares; 2026Q1: 21,917 shares 21,917 $572K 0.05% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,650 shares; 2025Q1: 10,750 shares; 2025Q2: 10,750 shares; 2025Q3: 10,750 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares 10,750 $566K 0.05% 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: 2,747 shares; 2024Q4: 2,786 shares; 2025Q1: 2,787 shares; 2025Q2: 2,910 shares; 2025Q3: 2,871 shares; 2025Q4: 2,897 shares; 2026Q1: 2,875 shares 2,875 $564K 0.05% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 3,044 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares 3,044 $552K 0.05% 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: 2,442 shares; 2024Q4: 2,373 shares; 2025Q1: 2,373 shares; 2025Q2: 2,373 shares; 2025Q3: 2,595 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares 2,665 $542K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 3,839 shares; 2025Q1: 3,676 shares; 2025Q2: 3,667 shares; 2025Q3: 3,660 shares; 2025Q4: 3,654 shares; 2026Q1: 3,654 shares 3,654 $531K 0.05% 0 Timeline SPYX 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: 11,151 shares; 2024Q4: 11,151 shares; 2025Q1: 9,385 shares; 2025Q2: 9,972 shares; 2025Q3: 9,972 shares; 2025Q4: 9,972 shares; 2026Q1: 9,972 shares 9,972 $529K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,645 shares; 2026Q1: 10,371 shares 10,371 $527K 0.05% -1,274 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,103 shares; 2025Q1: 5,553 shares; 2025Q2: 7,353 shares; 2025Q3: 7,353 shares; 2025Q4: 7,353 shares; 2026Q1: 9,763 shares 9,763 $517K 0.04% +2,410 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN 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: 10,629 shares; 2025Q3: 24,355 shares; 2025Q4: 24,029 shares; 2026Q1: 36,924 shares 36,924 $515K 0.04% +12,895 Timeline IDV 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: 16,486 shares; 2024Q4: 14,481 shares; 2025Q1: 12,083 shares; 2025Q2: 12,081 shares; 2025Q3: 12,081 shares; 2025Q4: 12,081 shares; 2026Q1: 12,081 shares 12,081 $514K 0.04% 0 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: 1,796 shares; 2024Q4: 1,677 shares; 2025Q1: 1,578 shares; 2025Q2: 1,751 shares; 2025Q3: 1,990 shares; 2025Q4: 1,825 shares; 2026Q1: 2,065 shares 2,065 $512K 0.04% +240 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: 218,729 shares; 2024Q4: 162,294 shares; 2025Q1: 130,480 shares; 2025Q2: 120,927 shares; 2025Q3: 107,555 shares; 2025Q4: 47,866 shares; 2026Q1: 17,796 shares 17,796 $511K 0.04% -30,070 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,267 shares; 2024Q4: 4,267 shares; 2025Q1: 4,221 shares; 2025Q2: 4,221 shares; 2025Q3: 4,242 shares; 2025Q4: 4,257 shares; 2026Q1: 4,222 shares 4,222 $501K 0.04% -35 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,573 shares; 2024Q4: 9,573 shares; 2025Q1: 9,573 shares; 2025Q2: 9,373 shares; 2025Q3: 9,077 shares; 2025Q4: 9,077 shares; 2026Q1: 8,872 shares 8,872 $500K 0.04% -205 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES 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: 1,453 shares 1,453 $497K 0.04% 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: 8,494 shares; 2024Q4: 8,494 shares; 2025Q1: 8,496 shares; 2025Q2: 8,496 shares; 2025Q3: 8,496 shares; 2025Q4: 9,046 shares; 2026Q1: 9,046 shares 9,046 $490K 0.04% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares; 2026Q1: 1,281 shares 1,281 $487K 0.04% +200 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: 13,848 shares; 2024Q4: 13,717 shares; 2025Q1: 13,717 shares; 2025Q2: 13,358 shares; 2025Q3: 11,248 shares; 2025Q4: 10,585 shares; 2026Q1: 10,585 shares 10,585 $487K 0.04% 0 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,605 shares; 2025Q2: 18,940 shares; 2025Q3: 18,940 shares; 2025Q4: 18,515 shares; 2026Q1: 20,715 shares 20,715 $478K 0.04% +2,200 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,353 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares 3,166 $463K 0.04% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 26,406 shares; 2026Q1: 28,156 shares 28,156 $463K 0.04% +1,750 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: 23,904 shares; 2024Q4: 16,141 shares; 2025Q1: 15,341 shares; 2025Q2: 15,341 shares; 2025Q3: 10,527 shares; 2025Q4: 10,459 shares; 2026Q1: 10,459 shares 10,459 $462K 0.04% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 8,391 shares; 2025Q1: 8,102 shares; 2025Q2: 8,102 shares; 2025Q3: 7,802 shares; 2025Q4: 7,802 shares; 2026Q1: 7,737 shares 7,737 $458K 0.04% -65 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,706 shares; 2025Q3: 3,943 shares; 2025Q4: 4,038 shares; 2026Q1: 5,846 shares 5,846 $447K 0.04% +1,808 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 8,285 shares; 2025Q1: 7,713 shares; 2025Q2: 7,592 shares; 2025Q3: 7,427 shares; 2025Q4: 7,082 shares; 2026Q1: 7,181 shares 7,181 $444K 0.04% +99 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,800 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,164 shares 9,164 $443K 0.04% +164 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: 929 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 911 shares; 2025Q3: 930 shares; 2025Q4: 1,034 shares; 2026Q1: 1,037 shares 1,037 $441K 0.04% +3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5,765 shares; 2025Q1: 5,730 shares; 2025Q2: 5,730 shares; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares; 2026Q1: 5,401 shares 5,401 $437K 0.04% -329 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 4,644 shares; 2025Q1: 4,644 shares; 2025Q2: 4,644 shares; 2025Q3: 4,644 shares; 2025Q4: 4,644 shares; 2026Q1: 4,644 shares 4,644 $433K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 706 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 723 shares; 2025Q4: 867 shares; 2026Q1: 874 shares 874 $433K 0.04% +7 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,249 shares 1,249 $431K 0.04% +49 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: 9,985 shares; 2024Q4: 9,552 shares; 2025Q1: 9,351 shares; 2025Q2: 9,458 shares; 2025Q3: 7,686 shares; 2025Q4: 4,908 shares; 2026Q1: 4,971 shares 4,971 $431K 0.04% +63 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,070 shares; 2025Q2: 9,070 shares; 2025Q3: 9,720 shares; 2025Q4: 10,420 shares; 2026Q1: 10,420 shares 10,420 $429K 0.04% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $417K 0.04% 0 Timeline SPSB 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: 12,590 shares; 2024Q4: 12,923 shares; 2025Q1: 12,923 shares; 2025Q2: 12,923 shares; 2025Q3: 12,923 shares; 2025Q4: 13,747 shares; 2026Q1: 13,747 shares 13,747 $413K 0.04% 0 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: 1,633 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,596 shares; 2026Q1: 1,417 shares 1,417 $413K 0.04% -179 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: not reported; 2025Q4: 1,382 shares; 2026Q1: 1,507 shares 1,507 $408K 0.03% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,605 shares; 2025Q4: 2,545 shares; 2026Q1: 2,446 shares 2,446 $403K 0.03% -99 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,421 shares; 2025Q2: 1,352 shares; 2025Q3: 1,342 shares; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares 1,295 $387K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,784 shares; 2025Q1: 2,634 shares; 2025Q2: 2,449 shares; 2025Q3: 2,449 shares; 2025Q4: 2,181 shares; 2026Q1: 1,945 shares 1,945 $386K 0.03% -236 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,572 shares; 2026Q1: 3,252 shares 3,252 $375K 0.03% -320 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: 3,701 shares; 2024Q4: 3,637 shares; 2025Q1: 3,603 shares; 2025Q2: 3,614 shares; 2025Q3: 3,460 shares; 2025Q4: 1,514 shares; 2026Q1: 1,367 shares 1,367 $370K 0.03% -147 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: 1,772 shares; 2025Q1: 1,772 shares; 2025Q2: 1,757 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,721 shares 1,721 $364K 0.03% +141 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: 5,343 shares; 2024Q4: 4,142 shares; 2025Q1: 3,887 shares; 2025Q2: 3,621 shares; 2025Q3: 3,581 shares; 2025Q4: 3,545 shares; 2026Q1: 3,718 shares 3,718 $361K 0.03% +173 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: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,483 shares; 2026Q1: 1,717 shares 1,717 $356K 0.03% +234 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: 891 shares; 2025Q3: 992 shares; 2025Q4: 978 shares; 2026Q1: 1,044 shares 1,044 $353K 0.03% +66 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: not reported; 2024Q4: not reported; 2025Q1: 3,517 shares; 2025Q2: 3,435 shares; 2025Q3: 3,935 shares; 2025Q4: 3,935 shares; 2026Q1: 3,985 shares 3,985 $351K 0.03% +50 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 2,158 shares 2,158 $349K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,389 shares; 2025Q1: 2,389 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 2,749 shares; 2026Q1: 2,634 shares 2,634 $345K 0.03% -115 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: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares 1,396 $341K 0.03% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 527 shares 527 $335K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $334K 0.03% 0 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: 7,865 shares; 2024Q4: 15,332 shares; 2025Q1: 15,172 shares; 2025Q2: 14,594 shares; 2025Q3: 14,039 shares; 2025Q4: 13,706 shares; 2026Q1: 13,348 shares 13,348 $330K 0.03% -358 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: 3,286 shares; 2024Q4: 3,286 shares; 2025Q1: 3,286 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,286 shares; 2026Q1: 3,492 shares 3,492 $325K 0.03% +206 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: 4,267 shares; 2025Q4: 4,139 shares; 2026Q1: 3,868 shares 3,868 $324K 0.03% -271 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 4,672 shares; 2025Q1: 4,272 shares; 2025Q2: 4,272 shares; 2025Q3: 4,166 shares; 2025Q4: 4,185 shares; 2026Q1: 4,285 shares 4,285 $322K 0.03% +100 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: 4,777 shares; 2024Q4: 4,205 shares; 2025Q1: 3,371 shares; 2025Q2: 2,920 shares; 2025Q3: 3,006 shares; 2025Q4: 3,109 shares; 2026Q1: 3,273 shares 3,273 $320K 0.03% +164 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: 1,820 shares; 2024Q4: 1,643 shares; 2025Q1: 1,588 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,519 shares; 2026Q1: 1,519 shares 1,519 $316K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 7,263 shares; 2025Q1: 5,962 shares; 2025Q2: 4,885 shares; 2025Q3: 5,070 shares; 2025Q4: 5,264 shares; 2026Q1: 5,547 shares 5,547 $314K 0.03% +283 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,053 shares 1,053 $314K 0.03% 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: 4,762 shares; 2024Q4: 4,722 shares; 2025Q1: 4,633 shares; 2025Q2: 4,633 shares; 2025Q3: 4,633 shares; 2025Q4: 3,833 shares; 2026Q1: 3,351 shares 3,351 $309K 0.03% -482 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: 2,324 shares; 2024Q4: 6,100 shares; 2025Q1: 6,540 shares; 2025Q2: 6,893 shares; 2025Q3: 7,315 shares; 2025Q4: 3,282 shares; 2026Q1: 3,147 shares 3,147 $304K 0.03% -135 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,023 shares; 2025Q1: 3,023 shares; 2025Q2: 3,023 shares; 2025Q3: 2,853 shares; 2025Q4: 2,853 shares; 2026Q1: 2,853 shares 2,853 $303K 0.03% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $302K 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,556 shares; 2024Q4: 8,431 shares; 2025Q1: 8,405 shares; 2025Q2: 8,205 shares; 2025Q3: 8,905 shares; 2025Q4: 8,370 shares; 2026Q1: 8,071 shares 8,071 $300K 0.03% -299 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,821 shares; 2024Q4: 7,715 shares; 2025Q1: 7,715 shares; 2025Q2: 7,715 shares; 2025Q3: 7,426 shares; 2025Q4: 6,836 shares; 2026Q1: 6,299 shares 6,299 $288K 0.02% -537 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,266 shares 2,266 $286K 0.02% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,184 shares; 2024Q4: 20,075 shares; 2025Q1: 18,161 shares; 2025Q2: 16,544 shares; 2025Q3: 14,579 shares; 2025Q4: 9,834 shares; 2026Q1: 6,859 shares 6,859 $286K 0.02% -2,975 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,967 shares; 2024Q4: 19,812 shares; 2025Q1: 21,218 shares; 2025Q2: 25,120 shares; 2025Q3: 27,020 shares; 2025Q4: 18,730 shares; 2026Q1: 18,730 shares 18,730 $283K 0.02% 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: 2,082 shares; 2024Q4: 2,036 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 2,071 shares; 2025Q4: 2,138 shares; 2026Q1: 2,138 shares 2,138 $280K 0.02% 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: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,584 shares; 2025Q3: 1,584 shares; 2025Q4: 1,584 shares; 2026Q1: 1,798 shares 1,798 $280K 0.02% +214 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,170 shares; 2026Q1: 7,170 shares 7,170 $271K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,086 shares; 2025Q1: 4,086 shares; 2025Q2: 3,886 shares; 2025Q3: 3,738 shares; 2025Q4: 3,738 shares; 2026Q1: 3,503 shares 3,503 $270K 0.02% -235 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 15,510 shares 15,510 $268K 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 609 shares 609 $260K 0.02% -32 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares 1,210 $256K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: 1,898 shares; 2025Q4: 1,898 shares; 2026Q1: 1,748 shares 1,748 $255K 0.02% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,136 shares; 2025Q4: 878 shares; 2026Q1: 878 shares 878 $252K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $248K 0.02% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 2,570 shares; 2026Q1: 2,570 shares 2,570 $240K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,311 shares 1,311 $239K 0.02% +108 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares 1,832 $234K 0.02% 0 Timeline BP BP PLC More: the full row for BP 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: 4,934 shares 4,934 $232K 0.02% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,454 shares; 2024Q4: 6,329 shares; 2025Q1: not reported; 2025Q2: 6,329 shares; 2025Q3: 6,329 shares; 2025Q4: 6,329 shares; 2026Q1: 6,329 shares 6,329 $230K 0.02% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 4,576 shares 4,576 $229K 0.02% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,265 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 5,015 shares; 2025Q4: 4,515 shares; 2026Q1: 4,515 shares 4,515 $229K 0.02% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,740 shares; 2024Q4: 6,740 shares; 2025Q1: 6,740 shares; 2025Q2: not reported; 2025Q3: 6,240 shares; 2025Q4: 6,240 shares; 2026Q1: 6,240 shares 6,240 $224K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $215K 0.02% 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: 4,368 shares; 2024Q4: 2,268 shares; 2025Q1: not reported; 2025Q2: 2,368 shares; 2025Q3: 2,698 shares; 2025Q4: 2,188 shares; 2026Q1: 2,188 shares 2,188 $213K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,662 shares; 2025Q4: 2,662 shares; 2026Q1: 2,961 shares 2,961 $213K 0.02% +299 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP 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: 2,700 shares; 2026Q1: 2,700 shares 2,700 $211K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,850 shares 1,850 $209K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,326 shares; 2025Q1: 2,326 shares; 2025Q2: 2,326 shares; 2025Q3: 2,328 shares; 2025Q4: 2,349 shares; 2026Q1: 2,121 shares 2,121 $207K 0.02% -228 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $101K 0.01% 0 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares; 2026Q1: 12,100 shares 12,100 $92.8K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 10,100 shares 10,100 $92.2K 0.01% new Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,980 shares; 2024Q4: 14,980 shares; 2025Q1: 14,980 shares; 2025Q2: 15,953 shares; 2025Q3: 15,953 shares; 2025Q4: 15,953 shares; 2026Q1: 15,953 shares 15,953 $70K 0.01% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,900 shares; 2024Q4: 12,950 shares; 2025Q1: 12,950 shares; 2025Q2: 12,950 shares; 2025Q3: 12,950 shares; 2025Q4: 12,950 shares; 2026Q1: 12,950 shares 12,950 $63.1K 0.01% 0 Timeline