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 loaded; 2024Q4: 973,231 shares; 2025Q1: 1,129,623 shares; 2025Q2: 1,079,779 shares; 2025Q3: 1,077,673 shares; 2025Q4: 1,103,579 shares; 2026Q1: 1,294,629 shares 1,294,629 $95.3M 13.16% +191,050 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: not loaded; 2024Q4: 866,305 shares; 2025Q1: 931,057 shares; 2025Q2: 968,406 shares; 2025Q3: 960,379 shares; 2025Q4: 947,187 shares; 2026Q1: 892,836 shares 892,836 $57.2M 7.9% -54,351 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,163,818 shares; 2025Q1: 1,183,234 shares; 2025Q2: 1,218,280 shares; 2025Q3: 1,265,928 shares; 2025Q4: 1,298,123 shares; 2026Q1: 1,320,038 shares 1,320,038 $38.5M 5.31% +21,915 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173,160 shares; 2025Q1: 176,651 shares; 2025Q2: 190,127 shares; 2025Q3: 189,637 shares; 2025Q4: 190,205 shares; 2026Q1: 180,640 shares 180,640 $35.4M 4.89% -9,565 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 839,516 shares; 2025Q1: 869,155 shares; 2025Q2: 915,554 shares; 2025Q3: 983,803 shares; 2025Q4: 1,038,992 shares; 2026Q1: 1,059,847 shares 1,059,847 $32.3M 4.46% +20,855 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: not loaded; 2024Q4: 68,513 shares; 2025Q1: 62,662 shares; 2025Q2: 65,841 shares; 2025Q3: 66,010 shares; 2025Q4: 66,813 shares; 2026Q1: 65,615 shares 65,615 $28.7M 3.96% -1,198 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: not loaded; 2024Q4: 497,437 shares; 2025Q1: 513,907 shares; 2025Q2: 542,921 shares; 2025Q3: 541,427 shares; 2025Q4: 540,147 shares; 2026Q1: 521,152 shares 521,152 $28.2M 3.89% -18,995 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 331,382 shares; 2025Q1: 378,254 shares; 2025Q2: 355,901 shares; 2025Q3: 361,301 shares; 2025Q4: 373,818 shares; 2026Q1: 486,082 shares 486,082 $23.4M 3.22% +112,264 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,325 shares; 2025Q1: 156,016 shares; 2025Q2: 155,867 shares; 2025Q3: 155,867 shares; 2025Q4: 155,901 shares; 2026Q1: 155,861 shares 155,861 $21.7M 3% -40 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 185,511 shares; 2025Q1: 194,388 shares; 2025Q2: 207,792 shares; 2025Q3: 224,323 shares; 2025Q4: 238,802 shares; 2026Q1: 246,173 shares 246,173 $20.6M 2.84% +7,371 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 141,212 shares; 2025Q1: 158,686 shares; 2025Q2: 151,753 shares; 2025Q3: 152,690 shares; 2025Q4: 155,933 shares; 2026Q1: 191,122 shares 191,122 $18M 2.48% +35,189 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 154,117 shares; 2025Q1: 172,374 shares; 2025Q2: 164,599 shares; 2025Q3: 165,093 shares; 2025Q4: 169,812 shares; 2026Q1: 196,031 shares 196,031 $15.6M 2.15% +26,219 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109,594 shares; 2025Q1: 113,564 shares; 2025Q2: 127,215 shares; 2025Q3: 127,420 shares; 2025Q4: 127,046 shares; 2026Q1: 117,453 shares 117,453 $13.9M 1.92% -9,593 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: not loaded; 2024Q4: 55,284 shares; 2025Q1: 62,141 shares; 2025Q2: 65,817 shares; 2025Q3: 66,518 shares; 2025Q4: 68,432 shares; 2026Q1: 54,390 shares 54,390 $13.8M 1.91% -14,042 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,064 shares; 2025Q1: 105,267 shares; 2025Q2: 104,572 shares; 2025Q3: 104,035 shares; 2025Q4: 103,824 shares; 2026Q1: 97,159 shares 97,159 $11M 1.52% -6,665 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: not loaded; 2024Q4: 85,101 shares; 2025Q1: 69,599 shares; 2025Q2: 72,855 shares; 2025Q3: 72,412 shares; 2025Q4: 72,642 shares; 2026Q1: 62,917 shares 62,917 $11M 1.52% -9,725 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: not loaded; 2024Q4: 117,488 shares; 2025Q1: 123,620 shares; 2025Q2: 132,877 shares; 2025Q3: 141,959 shares; 2025Q4: 150,263 shares; 2026Q1: 153,366 shares 153,366 $10.7M 1.48% +3,103 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: not loaded; 2024Q4: 50,376 shares; 2025Q1: 49,953 shares; 2025Q2: 49,770 shares; 2025Q3: 49,363 shares; 2025Q4: 49,135 shares; 2026Q1: 49,012 shares 49,012 $10.3M 1.43% -123 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: not loaded; 2024Q4: 98,111 shares; 2025Q1: 97,607 shares; 2025Q2: 97,203 shares; 2025Q3: 96,549 shares; 2025Q4: 95,851 shares; 2026Q1: 92,841 shares 92,841 $9.02M 1.25% -3,010 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,292 shares; 2025Q1: 54,793 shares; 2025Q2: 58,321 shares; 2025Q3: 59,369 shares; 2025Q4: 60,563 shares; 2026Q1: 58,999 shares 58,999 $8.54M 1.18% -1,564 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,017 shares; 2025Q1: 74,618 shares; 2025Q2: 71,835 shares; 2025Q3: 71,959 shares; 2025Q4: 74,045 shares; 2026Q1: 88,439 shares 88,439 $7.84M 1.08% +14,394 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,313 shares; 2025Q1: 17,835 shares; 2025Q2: 18,950 shares; 2025Q3: 20,194 shares; 2025Q4: 21,306 shares; 2026Q1: 22,173 shares 22,173 $6.7M 0.93% +867 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 loaded; 2024Q4: 20,384 shares; 2025Q1: 49,826 shares; 2025Q2: 54,657 shares; 2025Q3: 54,636 shares; 2025Q4: 55,628 shares; 2026Q1: 52,723 shares 52,723 $6.66M 0.92% -2,905 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,082 shares; 2025Q1: 1,581 shares; 2025Q2: 1,011 shares; 2025Q3: 783 shares; 2025Q4: not reported; 2026Q1: 24,227 shares 24,227 $5.8M 0.8% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,538 shares; 2025Q1: 1,597 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,934 shares 24,934 $5.76M 0.79% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,636 shares; 2025Q1: 89,186 shares; 2025Q2: 94,841 shares; 2025Q3: 93,423 shares; 2025Q4: 90,931 shares; 2026Q1: 85,507 shares 85,507 $5.64M 0.78% -5,424 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: not loaded; 2024Q4: 1,013 shares; 2025Q1: 6,004 shares; 2025Q2: 6,639 shares; 2025Q3: 6,741 shares; 2025Q4: 7,368 shares; 2026Q1: 21,133 shares 21,133 $5.14M 0.71% +13,765 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: not loaded; 2024Q4: 8,341 shares; 2025Q1: 7,935 shares; 2025Q2: 8,098 shares; 2025Q3: 7,866 shares; 2025Q4: 7,663 shares; 2026Q1: 5,757 shares 5,757 $4.98M 0.69% -1,906 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98,728 shares; 2025Q1: 53,134 shares; 2025Q2: 56,588 shares; 2025Q3: 56,662 shares; 2025Q4: 57,035 shares; 2026Q1: 59,224 shares 59,224 $4.84M 0.67% +2,189 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 loaded; 2024Q4: 38,703 shares; 2025Q1: 36,969 shares; 2025Q2: 37,802 shares; 2025Q3: 36,955 shares; 2025Q4: 34,413 shares; 2026Q1: 22,771 shares 22,771 $4.81M 0.66% -11,642 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,649 shares 102,649 $4.36M 0.6% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 37,138 shares; 2025Q2: 43,113 shares; 2025Q3: 42,578 shares; 2025Q4: 42,786 shares; 2026Q1: 41,599 shares 41,599 $4.26M 0.59% -1,187 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,662 shares; 2025Q1: 76,052 shares; 2025Q2: 76,132 shares; 2025Q3: 75,770 shares; 2025Q4: 75,128 shares; 2026Q1: 74,527 shares 74,527 $4.23M 0.58% -601 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,179 shares; 2025Q1: 14,707 shares; 2025Q2: 15,818 shares; 2025Q3: 17,133 shares; 2025Q4: 18,288 shares; 2026Q1: 19,076 shares 19,076 $4.14M 0.57% +788 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: not loaded; 2024Q4: 26,010 shares; 2025Q1: 25,906 shares; 2025Q2: 28,383 shares; 2025Q3: 27,707 shares; 2025Q4: 27,523 shares; 2026Q1: 24,822 shares 24,822 $3.98M 0.55% -2,701 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: not loaded; 2024Q4: 7,386 shares; 2025Q1: 47,908 shares; 2025Q2: 50,386 shares; 2025Q3: 49,908 shares; 2025Q4: 50,393 shares; 2026Q1: 50,471 shares 50,471 $3.89M 0.54% +78 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,783 shares 26,783 $3.87M 0.53% new 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: not loaded; 2024Q4: 9,408 shares; 2025Q1: 9,775 shares; 2025Q2: 10,243 shares; 2025Q3: 10,105 shares; 2025Q4: 10,288 shares; 2026Q1: 10,380 shares 10,380 $3.72M 0.51% +92 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: not loaded; 2024Q4: 5,200 shares; 2025Q1: 5,134 shares; 2025Q2: 5,463 shares; 2025Q3: 5,103 shares; 2025Q4: 5,101 shares; 2026Q1: 5,175 shares 5,175 $3.37M 0.46% +74 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 32,198 shares; 2025Q2: 35,744 shares; 2025Q3: 37,429 shares; 2025Q4: 40,071 shares; 2026Q1: 36,622 shares 36,622 $3.03M 0.42% -3,449 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,589 shares; 2025Q1: 19,944 shares; 2025Q2: 20,789 shares; 2025Q3: 23,860 shares; 2025Q4: 32,567 shares; 2026Q1: 35,794 shares 35,794 $2.87M 0.4% +3,227 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,587 shares 6,587 $2.86M 0.39% new 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: not loaded; 2024Q4: 14,147 shares; 2025Q1: 14,671 shares; 2025Q2: 14,849 shares; 2025Q3: 14,990 shares; 2025Q4: 15,092 shares; 2026Q1: 13,458 shares 13,458 $2.78M 0.38% -1,634 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,867 shares; 2025Q2: 2,109 shares; 2025Q3: 2,230 shares; 2025Q4: 2,284 shares; 2026Q1: 2,555 shares 2,555 $2.73M 0.38% +271 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,787 shares 6,787 $2.7M 0.37% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,851 shares 8,851 $2.69M 0.37% new 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: not loaded; 2024Q4: 37,036 shares; 2025Q1: 7,380 shares; 2025Q2: 7,945 shares; 2025Q3: 7,521 shares; 2025Q4: 9,007 shares; 2026Q1: 9,169 shares 9,169 $2.63M 0.36% +162 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,518 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,827 shares 5,827 $2.6M 0.36% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,305 shares; 2025Q1: 72,583 shares; 2025Q2: 78,348 shares; 2025Q3: 77,993 shares; 2025Q4: 78,901 shares; 2026Q1: 84,243 shares 84,243 $2.59M 0.36% +5,342 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 43,605 shares; 2025Q2: 45,407 shares; 2025Q3: 45,174 shares; 2025Q4: 45,011 shares; 2026Q1: 35,007 shares 35,007 $2.54M 0.35% -10,004 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,276 shares 40,276 $2.53M 0.35% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,501 shares; 2025Q1: 12,325 shares; 2025Q2: 13,286 shares; 2025Q3: 13,308 shares; 2025Q4: 13,406 shares; 2026Q1: 12,587 shares 12,587 $2.48M 0.34% -819 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,260 shares; 2025Q1: 2,838 shares; 2025Q2: 3,293 shares; 2025Q3: 2,143 shares; 2025Q4: 2,331 shares; 2026Q1: 20,158 shares 20,158 $2.47M 0.34% +17,827 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,083 shares 7,083 $2.44M 0.34% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,454 shares; 2025Q1: 5,511 shares; 2025Q2: 4,959 shares; 2025Q3: 5,137 shares; 2025Q4: 6,036 shares; 2026Q1: 6,470 shares 6,470 $2.39M 0.33% +434 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: not loaded; 2024Q4: 8,100 shares; 2025Q1: 7,946 shares; 2025Q2: 8,418 shares; 2025Q3: 8,816 shares; 2025Q4: 11,007 shares; 2026Q1: 10,559 shares 10,559 $2.2M 0.3% -448 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 482 shares; 2025Q1: 964 shares; 2025Q2: 1,041 shares; 2025Q3: 969 shares; 2025Q4: 948 shares; 2026Q1: 4,854 shares 4,854 $2.1M 0.29% +3,906 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,517 shares; 2025Q2: 1,717 shares; 2025Q3: 1,580 shares; 2025Q4: 1,586 shares; 2026Q1: 17,249 shares 17,249 $2.1M 0.29% +15,663 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: not loaded; 2024Q4: 11,733 shares; 2025Q1: 11,656 shares; 2025Q2: 11,663 shares; 2025Q3: 11,668 shares; 2025Q4: 10,562 shares; 2026Q1: 10,365 shares 10,365 $2M 0.28% -197 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: not loaded; 2024Q4: 8,212 shares; 2025Q1: 5,393 shares; 2025Q2: 5,801 shares; 2025Q3: 5,830 shares; 2025Q4: 6,308 shares; 2026Q1: 6,245 shares 6,245 $1.93M 0.27% -63 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 992 shares; 2025Q1: 5,077 shares; 2025Q2: 5,529 shares; 2025Q3: 6,116 shares; 2025Q4: 6,841 shares; 2026Q1: 11,873 shares 11,873 $1.88M 0.26% +5,032 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: not loaded; 2024Q4: 5,702 shares; 2025Q1: 5,715 shares; 2025Q2: 5,687 shares; 2025Q3: 6,207 shares; 2025Q4: 6,492 shares; 2026Q1: 6,433 shares 6,433 $1.85M 0.26% -59 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: not loaded; 2024Q4: 1,198 shares; 2025Q1: 1,223 shares; 2025Q2: 2,396 shares; 2025Q3: 2,519 shares; 2025Q4: 2,543 shares; 2026Q1: 2,992 shares 2,992 $1.73M 0.24% +449 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,091 shares; 2025Q1: 18,875 shares; 2025Q2: 18,824 shares; 2025Q3: 18,070 shares; 2025Q4: 18,067 shares; 2026Q1: 17,255 shares 17,255 $1.67M 0.23% -812 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 79,996 shares 79,996 $1.59M 0.22% +59,996 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,424 shares; 2025Q1: 4,403 shares; 2025Q2: 3,859 shares; 2025Q3: 6,520 shares; 2025Q4: 4,418 shares; 2026Q1: 4,225 shares 4,225 $1.57M 0.22% -193 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: not loaded; 2024Q4: 3,927 shares; 2025Q1: 3,973 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares; 2025Q4: 4,281 shares; 2026Q1: 4,349 shares 4,349 $1.4M 0.19% +68 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: not loaded; 2024Q4: 1,952 shares; 2025Q1: 2,075 shares; 2025Q2: 2,168 shares; 2025Q3: 2,147 shares; 2025Q4: 2,111 shares; 2026Q1: 2,094 shares 2,094 $1.37M 0.19% -17 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: not loaded; 2024Q4: 10,423 shares; 2025Q1: 10,433 shares; 2025Q2: 10,428 shares; 2025Q3: 10,428 shares; 2025Q4: 9,507 shares; 2026Q1: 10,275 shares 10,275 $1.36M 0.19% +768 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: not loaded; 2024Q4: 7,094 shares; 2025Q1: 5,376 shares; 2025Q2: 5,396 shares; 2025Q3: 5,507 shares; 2025Q4: 6,071 shares; 2026Q1: 2,334 shares 2,334 $1.34M 0.18% -3,737 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: not loaded; 2024Q4: 9,431 shares; 2025Q1: 7,842 shares; 2025Q2: 8,021 shares; 2025Q3: 9,157 shares; 2025Q4: 9,252 shares; 2026Q1: 6,718 shares 6,718 $1.14M 0.16% -2,534 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: not loaded; 2024Q4: 3,451 shares; 2025Q1: 3,462 shares; 2025Q2: 3,434 shares; 2025Q3: 3,833 shares; 2025Q4: 3,891 shares; 2026Q1: 4,117 shares 4,117 $1.11M 0.15% +226 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: not loaded; 2024Q4: 5,294 shares; 2025Q1: 5,375 shares; 2025Q2: 5,400 shares; 2025Q3: 5,673 shares; 2025Q4: 5,892 shares; 2026Q1: 5,430 shares 5,430 $1.1M 0.15% -462 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,453 shares; 2025Q1: 12,198 shares; 2025Q2: 12,175 shares; 2025Q3: 11,620 shares; 2025Q4: 11,607 shares; 2026Q1: 11,481 shares 11,481 $1.09M 0.15% -126 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: not loaded; 2024Q4: 1,237 shares; 2025Q1: 1,354 shares; 2025Q2: 1,822 shares; 2025Q3: 2,276 shares; 2025Q4: 2,306 shares; 2026Q1: 2,043 shares 2,043 $979K 0.14% -263 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: not loaded; 2024Q4: 7,056 shares; 2025Q1: 7,143 shares; 2025Q2: 7,080 shares; 2025Q3: 7,029 shares; 2025Q4: 7,529 shares; 2026Q1: 7,579 shares 7,579 $942K 0.13% +50 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 loaded; 2024Q4: 654 shares; 2025Q1: 666 shares; 2025Q2: 611 shares; 2025Q3: 712 shares; 2025Q4: 9,288 shares; 2026Q1: 9,725 shares 9,725 $935K 0.13% +437 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,189 shares; 2025Q1: 4,074 shares; 2025Q2: 4,408 shares; 2025Q3: 4,614 shares; 2025Q4: 4,908 shares; 2026Q1: 3,536 shares 3,536 $926K 0.13% -1,372 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: not loaded; 2024Q4: 3,423 shares; 2025Q1: 5,205 shares; 2025Q2: 5,471 shares; 2025Q3: 5,576 shares; 2025Q4: 5,500 shares; 2026Q1: 3,783 shares 3,783 $925K 0.13% -1,717 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: not loaded; 2024Q4: 6,769 shares; 2025Q1: 6,805 shares; 2025Q2: 6,732 shares; 2025Q3: 6,648 shares; 2025Q4: 6,208 shares; 2026Q1: 6,193 shares 6,193 $895K 0.12% -15 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: not loaded; 2024Q4: 12,421 shares; 2025Q1: 11,984 shares; 2025Q2: 13,696 shares; 2025Q3: 14,356 shares; 2025Q4: 15,105 shares; 2026Q1: 17,426 shares 17,426 $875K 0.12% +2,321 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: not loaded; 2024Q4: 3,446 shares; 2025Q1: 3,132 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,671 shares; 2026Q1: 3,595 shares 3,595 $871K 0.12% -76 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: not loaded; 2024Q4: 12,359 shares; 2025Q1: 12,168 shares; 2025Q2: 11,821 shares; 2025Q3: 11,885 shares; 2025Q4: 11,904 shares; 2026Q1: 10,871 shares 10,871 $844K 0.12% -1,033 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,974 shares; 2025Q1: 6,974 shares; 2025Q2: 7,614 shares; 2025Q3: 6,903 shares; 2025Q4: 7,158 shares; 2026Q1: 8,740 shares 8,740 $805K 0.11% +1,582 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: not loaded; 2024Q4: 3,396 shares; 2025Q1: 3,338 shares; 2025Q2: 3,348 shares; 2025Q3: 3,340 shares; 2025Q4: 3,421 shares; 2026Q1: 3,563 shares 3,563 $766K 0.11% +142 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: not loaded; 2024Q4: 1,249 shares; 2025Q1: 1,248 shares; 2025Q2: 1,045 shares; 2025Q3: 1,049 shares; 2025Q4: 1,030 shares; 2026Q1: 1,246 shares 1,246 $753K 0.1% +216 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,895 shares; 2025Q1: 34,249 shares; 2025Q2: 37,388 shares; 2025Q3: 35,720 shares; 2025Q4: 34,189 shares; 2026Q1: 3,455 shares 3,455 $738K 0.1% -30,734 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,793 shares; 2025Q1: 1,377 shares; 2025Q2: 1,375 shares; 2025Q3: 1,376 shares; 2025Q4: 1,387 shares; 2026Q1: 1,368 shares 1,368 $736K 0.1% -19 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: not loaded; 2024Q4: 1,778 shares; 2025Q1: 1,768 shares; 2025Q2: 2,363 shares; 2025Q3: 2,364 shares; 2025Q4: 2,345 shares; 2026Q1: 2,346 shares 2,346 $729K 0.1% +1 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 loaded; 2024Q4: 3,425 shares; 2025Q1: 3,600 shares; 2025Q2: 3,886 shares; 2025Q3: 4,199 shares; 2025Q4: 4,699 shares; 2026Q1: 4,915 shares 4,915 $719K 0.1% +216 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,094 shares; 2025Q1: 1,103 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,020 shares; 2026Q1: 1,006 shares 1,006 $712K 0.1% -14 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,494 shares; 2025Q1: 13,817 shares; 2025Q2: 15,362 shares; 2025Q3: 14,434 shares; 2025Q4: 14,857 shares; 2026Q1: 11,443 shares 11,443 $691K 0.1% -3,414 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: not loaded; 2024Q4: 2,213 shares; 2025Q1: 2,127 shares; 2025Q2: 2,368 shares; 2025Q3: 2,332 shares; 2025Q4: 2,106 shares; 2026Q1: 2,053 shares 2,053 $675K 0.09% -53 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,362 shares; 2025Q1: 4,700 shares; 2025Q2: 4,774 shares; 2025Q3: 4,427 shares; 2025Q4: 4,489 shares; 2026Q1: 2,709 shares 2,709 $669K 0.09% -1,780 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: not loaded; 2024Q4: 3,093 shares; 2025Q1: 3,665 shares; 2025Q2: 4,284 shares; 2025Q3: 4,191 shares; 2025Q4: 5,071 shares; 2026Q1: 5,110 shares 5,110 $658K 0.09% +39 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,597 shares; 2025Q1: 2,756 shares; 2025Q2: 3,205 shares; 2025Q3: 3,390 shares; 2025Q4: 11,753 shares; 2026Q1: 8,464 shares 8,464 $637K 0.09% -3,289 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,356 shares; 2025Q1: 4,552 shares; 2025Q2: 4,688 shares; 2025Q3: 4,870 shares; 2025Q4: 4,997 shares; 2026Q1: 5,416 shares 5,416 $627K 0.09% +419 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: not loaded; 2024Q4: 1,900 shares; 2025Q1: 1,511 shares; 2025Q2: 1,464 shares; 2025Q3: 1,446 shares; 2025Q4: 1,450 shares; 2026Q1: 1,826 shares 1,826 $627K 0.09% +376 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: not loaded; 2024Q4: 23,676 shares; 2025Q1: 23,959 shares; 2025Q2: 25,428 shares; 2025Q3: 26,079 shares; 2025Q4: 27,759 shares; 2026Q1: 8,112 shares 8,112 $626K 0.09% -19,647 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 loaded; 2024Q4: 4,302 shares; 2025Q1: 4,566 shares; 2025Q2: 5,024 shares; 2025Q3: 5,251 shares; 2025Q4: 5,410 shares; 2026Q1: 5,497 shares 5,497 $622K 0.09% +87 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: not loaded; 2024Q4: 11,746 shares; 2025Q1: 6,991 shares; 2025Q2: 13,509 shares; 2025Q3: 13,649 shares; 2025Q4: 13,508 shares; 2026Q1: 12,947 shares 12,947 $601K 0.08% -561 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,903 shares; 2025Q1: 2,994 shares; 2025Q2: 3,311 shares; 2025Q3: 3,444 shares; 2025Q4: 3,546 shares; 2026Q1: 4,021 shares 4,021 $588K 0.08% +475 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: not loaded; 2024Q4: 3,886 shares; 2025Q1: 25,612 shares; 2025Q2: 28,064 shares; 2025Q3: 28,774 shares; 2025Q4: 29,648 shares; 2026Q1: 4,731 shares 4,731 $569K 0.08% -24,917 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: not loaded; 2024Q4: 18,121 shares; 2025Q1: 17,232 shares; 2025Q2: 17,964 shares; 2025Q3: 17,920 shares; 2025Q4: 18,079 shares; 2026Q1: 2,788 shares 2,788 $566K 0.08% -15,291 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: not loaded; 2024Q4: 487 shares; 2025Q1: 443 shares; 2025Q2: 501 shares; 2025Q3: 632 shares; 2025Q4: 821 shares; 2026Q1: 562 shares 562 $560K 0.08% -259 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: not loaded; 2024Q4: not reported; 2025Q1: 8,099 shares; 2025Q2: 9,370 shares; 2025Q3: 10,305 shares; 2025Q4: 11,229 shares; 2026Q1: 19,178 shares 19,178 $551K 0.08% +7,949 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: not loaded; 2024Q4: 3,080 shares; 2025Q1: 3,161 shares; 2025Q2: 3,592 shares; 2025Q3: 3,763 shares; 2025Q4: 3,898 shares; 2026Q1: 4,190 shares 4,190 $549K 0.08% +292 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: not loaded; 2024Q4: 4,235 shares; 2025Q1: 4,254 shares; 2025Q2: 4,251 shares; 2025Q3: 4,198 shares; 2025Q4: 4,198 shares; 2026Q1: 4,146 shares 4,146 $543K 0.08% -52 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,961 shares; 2025Q1: 4,419 shares; 2025Q2: 4,337 shares; 2025Q3: 4,490 shares; 2025Q4: 4,599 shares; 2026Q1: 8,457 shares 8,457 $543K 0.07% +3,858 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: not loaded; 2024Q4: 6,023 shares; 2025Q1: 4,017 shares; 2025Q2: 3,694 shares; 2025Q3: 3,686 shares; 2025Q4: 3,100 shares; 2026Q1: 3,062 shares 3,062 $506K 0.07% -38 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: not loaded; 2024Q4: 1,946 shares; 2025Q1: 1,887 shares; 2025Q2: 1,831 shares; 2025Q3: 1,752 shares; 2025Q4: 1,781 shares; 2026Q1: 1,650 shares 1,650 $485K 0.07% -131 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 loaded; 2024Q4: 6,023 shares; 2025Q1: 6,915 shares; 2025Q2: 7,910 shares; 2025Q3: 7,912 shares; 2025Q4: 7,844 shares; 2026Q1: 6,532 shares 6,532 $478K 0.07% -1,312 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: not loaded; 2024Q4: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 4,653 shares; 2025Q3: 4,565 shares; 2025Q4: 4,565 shares; 2026Q1: 4,246 shares 4,246 $471K 0.06% -319 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,690 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares 318 $468K 0.06% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,082 shares; 2025Q1: 4,082 shares; 2025Q2: 4,065 shares; 2025Q3: 3,939 shares; 2025Q4: 3,939 shares; 2026Q1: 3,939 shares 3,939 $467K 0.06% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,524 shares; 2025Q2: 1,798 shares; 2025Q3: 1,906 shares; 2025Q4: 1,997 shares; 2026Q1: 2,242 shares 2,242 $466K 0.06% +245 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,388 shares; 2025Q1: 7,063 shares; 2025Q2: 8,231 shares; 2025Q3: 8,638 shares; 2025Q4: 8,982 shares; 2026Q1: 9,493 shares 9,493 $465K 0.06% +511 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: not loaded; 2024Q4: 872 shares; 2025Q1: 913 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $465K 0.06% 0 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: not loaded; 2024Q4: 864 shares; 2025Q1: 835 shares; 2025Q2: 847 shares; 2025Q3: 846 shares; 2025Q4: 832 shares; 2026Q1: 1,281 shares 1,281 $458K 0.06% +449 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,549 shares; 2025Q1: 4,737 shares; 2025Q2: 5,395 shares; 2025Q3: 5,637 shares; 2025Q4: 5,812 shares; 2026Q1: 6,372 shares 6,372 $457K 0.06% +560 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,284 shares; 2025Q1: 5,284 shares; 2025Q2: 5,636 shares; 2025Q3: 5,636 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares 6,006 $454K 0.06% 0 Timeline VTWO 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: not loaded; 2024Q4: 4,670 shares; 2025Q1: 4,511 shares; 2025Q2: 4,513 shares; 2025Q3: 4,514 shares; 2025Q4: 4,516 shares; 2026Q1: 4,517 shares 4,517 $452K 0.06% +1 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,786 shares; 2025Q1: 5,983 shares; 2025Q2: 7,720 shares; 2025Q3: 8,835 shares; 2025Q4: 10,552 shares; 2026Q1: 5,606 shares 5,606 $452K 0.06% -4,946 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: not loaded; 2024Q4: 3,049 shares; 2025Q1: 3,855 shares; 2025Q2: 4,814 shares; 2025Q3: 4,393 shares; 2025Q4: 4,891 shares; 2026Q1: 4,649 shares 4,649 $449K 0.06% -242 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: not loaded; 2024Q4: not reported; 2025Q1: 2,654 shares; 2025Q2: 3,072 shares; 2025Q3: 3,237 shares; 2025Q4: 3,350 shares; 2026Q1: 3,381 shares 3,381 $443K 0.06% +31 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,712 shares; 2025Q1: 139,530 shares; 2025Q2: 163,202 shares; 2025Q3: 162,932 shares; 2025Q4: 168,769 shares; 2026Q1: 22,850 shares 22,850 $439K 0.06% -145,919 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,831 shares; 2025Q1: 4,087 shares; 2025Q2: 4,688 shares; 2025Q3: 4,930 shares; 2025Q4: 5,110 shares; 2026Q1: 5,641 shares 5,641 $438K 0.06% +531 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: not loaded; 2024Q4: 5,329 shares; 2025Q1: 9,540 shares; 2025Q2: 10,899 shares; 2025Q3: 11,910 shares; 2025Q4: 12,513 shares; 2026Q1: 11,646 shares 11,646 $433K 0.06% -867 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,199 shares; 2025Q1: 4,106 shares; 2025Q2: 4,552 shares; 2025Q3: 4,716 shares; 2025Q4: 4,853 shares; 2026Q1: 5,378 shares 5,378 $427K 0.06% +525 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: not loaded; 2024Q4: not reported; 2025Q1: 2,003 shares; 2025Q2: 2,433 shares; 2025Q3: 2,571 shares; 2025Q4: 2,480 shares; 2026Q1: 2,659 shares 2,659 $413K 0.06% +179 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,413 shares; 2025Q1: 2,353 shares; 2025Q2: 2,750 shares; 2025Q3: 2,136 shares; 2025Q4: 2,193 shares; 2026Q1: 1,191 shares 1,191 $407K 0.06% -1,002 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: not loaded; 2024Q4: 1,164 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,099 shares; 2025Q4: 1,314 shares; 2026Q1: 1,315 shares 1,315 $397K 0.05% +1 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: not loaded; 2024Q4: 1,961 shares; 2025Q1: 1,967 shares; 2025Q2: 2,117 shares; 2025Q3: 2,077 shares; 2025Q4: 1,942 shares; 2026Q1: 2,001 shares 2,001 $389K 0.05% +59 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: not loaded; 2024Q4: 17,983 shares; 2025Q1: 12,758 shares; 2025Q2: 13,512 shares; 2025Q3: 13,438 shares; 2025Q4: 13,580 shares; 2026Q1: 1,660 shares 1,660 $385K 0.05% -11,920 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 1,094 shares; 2026Q1: 1,130 shares 1,130 $382K 0.05% +36 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: not loaded; 2024Q4: not reported; 2025Q1: 5,588 shares; 2025Q2: 6,374 shares; 2025Q3: 6,731 shares; 2025Q4: 6,881 shares; 2026Q1: 4,351 shares 4,351 $377K 0.05% -2,530 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,790 shares; 2025Q1: 2,514 shares; 2025Q2: 2,563 shares; 2025Q3: 2,653 shares; 2025Q4: 2,666 shares; 2026Q1: 2,675 shares 2,675 $362K 0.05% +9 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,216 shares; 2025Q3: 2,571 shares; 2025Q4: 2,854 shares; 2026Q1: 3,598 shares 3,598 $354K 0.05% +744 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: 400 shares; 2026Q1: 384 shares 384 $353K 0.05% -16 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 707 shares; 2026Q1: 817 shares 817 $352K 0.05% +110 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: not loaded; 2024Q4: 1,766 shares; 2025Q1: 2,166 shares; 2025Q2: 2,163 shares; 2025Q3: 2,202 shares; 2025Q4: 2,220 shares; 2026Q1: 1,555 shares 1,555 $351K 0.05% -665 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,997 shares; 2025Q3: 6,585 shares; 2025Q4: 6,937 shares; 2026Q1: 6,887 shares 6,887 $349K 0.05% -50 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: not loaded; 2024Q4: not reported; 2025Q1: 5,381 shares; 2025Q2: 6,219 shares; 2025Q3: 6,596 shares; 2025Q4: 6,842 shares; 2026Q1: 4,575 shares 4,575 $348K 0.05% -2,267 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: not loaded; 2024Q4: 5,197 shares; 2025Q1: 5,255 shares; 2025Q2: 5,993 shares; 2025Q3: 5,994 shares; 2025Q4: 7,638 shares; 2026Q1: 7,088 shares 7,088 $346K 0.05% -550 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 708 shares; 2025Q1: 676 shares; 2025Q2: 704 shares; 2025Q3: 744 shares; 2025Q4: 754 shares; 2026Q1: 947 shares 947 $344K 0.05% +193 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: not loaded; 2024Q4: 2,554 shares; 2025Q1: 2,988 shares; 2025Q2: 2,659 shares; 2025Q3: 2,637 shares; 2025Q4: 2,783 shares; 2026Q1: 2,757 shares 2,757 $343K 0.05% -26 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,085 shares; 2025Q1: 14,446 shares; 2025Q2: 14,662 shares; 2025Q3: 13,698 shares; 2025Q4: 14,334 shares; 2026Q1: 11,154 shares 11,154 $342K 0.05% -3,180 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: not loaded; 2024Q4: 2,027 shares; 2025Q1: 2,025 shares; 2025Q2: 2,082 shares; 2025Q3: 1,914 shares; 2025Q4: 1,921 shares; 2026Q1: 1,697 shares 1,697 $338K 0.05% -224 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 2,621 shares; 2025Q3: 2,778 shares; 2025Q4: 2,876 shares; 2026Q1: 3,745 shares 3,745 $338K 0.05% +869 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,851 shares; 2026Q1: 1,835 shares 1,835 $335K 0.05% -16 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,226 shares; 2025Q1: 6,683 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares; 2025Q4: 6,683 shares; 2026Q1: 6,569 shares 6,569 $334K 0.05% -114 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 840 shares 840 $329K 0.05% -39 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: not loaded; 2024Q4: not reported; 2025Q1: 1,831 shares; 2025Q2: 1,783 shares; 2025Q3: 1,887 shares; 2025Q4: 1,982 shares; 2026Q1: 1,714 shares 1,714 $312K 0.04% -268 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,218 shares; 2025Q2: 5,272 shares; 2025Q3: 5,514 shares; 2025Q4: 5,700 shares; 2026Q1: 4,120 shares 4,120 $299K 0.04% -1,580 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,912 shares; 2025Q1: 4,422 shares; 2025Q2: 3,922 shares; 2025Q3: 3,926 shares; 2025Q4: 3,926 shares; 2026Q1: 3,960 shares 3,960 $287K 0.04% +34 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 652 shares; 2025Q1: 671 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,417 shares 1,417 $281K 0.04% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 4,153 shares; 2025Q3: 4,462 shares; 2025Q4: 4,577 shares; 2026Q1: 2,205 shares 2,205 $280K 0.04% -2,372 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,344 shares 1,344 $279K 0.04% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,496 shares 12,496 $278K 0.04% 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: not loaded; 2024Q4: 3,436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,058 shares 3,058 $276K 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: 881 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 938 shares; 2026Q1: 938 shares 938 $269K 0.04% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,577 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $269K 0.04% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,132 shares; 2026Q1: 5,854 shares 5,854 $267K 0.04% +722 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,764 shares 3,764 $266K 0.04% new 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: not loaded; 2024Q4: 3,603 shares; 2025Q1: 3,489 shares; 2025Q2: 3,325 shares; 2025Q3: 3,326 shares; 2025Q4: 3,365 shares; 2026Q1: 2,969 shares 2,969 $266K 0.04% -396 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: not loaded; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,251 shares; 2026Q1: 1,416 shares 1,416 $264K 0.04% +165 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: not loaded; 2024Q4: 804 shares; 2025Q1: not reported; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 802 shares 802 $262K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,132 shares 2,132 $258K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,243 shares; 2025Q4: not reported; 2026Q1: 4,483 shares 4,483 $258K 0.04% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,050 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares; 2025Q4: 2,807 shares; 2026Q1: 2,731 shares 2,731 $256K 0.04% -76 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,913 shares 5,913 $255K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares 1,269 $251K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,188 shares 4,188 $248K 0.03% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,878 shares 1,878 $244K 0.03% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,004 shares; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,248 shares; 2025Q4: 1,580 shares; 2026Q1: 1,655 shares 1,655 $243K 0.03% +75 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: not loaded; 2024Q4: 4,687 shares; 2025Q1: 3,276 shares; 2025Q2: 3,699 shares; 2025Q3: 3,778 shares; 2025Q4: 3,861 shares; 2026Q1: 3,374 shares 3,374 $242K 0.03% -487 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 272 shares; 2026Q1: 344 shares 344 $240K 0.03% +72 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,562 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,562 shares 3,562 $238K 0.03% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,402 shares; 2025Q1: 2,421 shares; 2025Q2: 2,366 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,389 shares 2,389 $237K 0.03% +61 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,922 shares 19,922 $230K 0.03% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 538 shares; 2025Q4: 538 shares; 2026Q1: 538 shares 538 $229K 0.03% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,390 shares 4,390 $226K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,648 shares 1,648 $224K 0.03% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares 1,364 $223K 0.03% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 358 shares; 2025Q1: 3,254 shares; 2025Q2: 3,656 shares; 2025Q3: 3,631 shares; 2025Q4: 3,642 shares; 2026Q1: 174 shares 174 $219K 0.03% -3,468 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 590 shares 590 $217K 0.03% -10 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: not loaded; 2024Q4: not reported; 2025Q1: 7,439 shares; 2025Q2: 8,000 shares; 2025Q3: 8,007 shares; 2025Q4: 8,117 shares; 2026Q1: 7,441 shares 7,441 $216K 0.03% -676 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $215K 0.03% 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: not loaded; 2024Q4: 3,752 shares; 2025Q1: 1,719 shares; 2025Q2: 1,702 shares; 2025Q3: 1,703 shares; 2025Q4: 1,691 shares; 2026Q1: 1,469 shares 1,469 $213K 0.03% -222 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 loaded; 2024Q4: 1,169 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 756 shares 756 $210K 0.03% -256 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,216 shares 1,216 $210K 0.03% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,310 shares; 2025Q2: 3,848 shares; 2025Q3: 3,377 shares; 2025Q4: 3,891 shares; 2026Q1: 2,072 shares 2,072 $207K 0.03% -1,819 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367 shares 367 $207K 0.03% new 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: not loaded; 2024Q4: 793 shares; 2025Q1: 828 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 615 shares; 2026Q1: 586 shares 586 $206K 0.03% -29 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,162 shares 5,162 $205K 0.03% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 2,143 shares; 2025Q3: 2,244 shares; 2025Q4: 2,350 shares; 2026Q1: 1,929 shares 1,929 $204K 0.03% -421 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,903 shares; 2025Q1: 1,853 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,195 shares 1,195 $202K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,074 shares 2,074 $202K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares 1,107 $201K 0.03% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares; 2026Q1: 2,278 shares 2,278 $200K 0.03% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,276 shares 10,276 $107K 0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 50,000 shares; 2025Q4: 54,050 shares; 2026Q1: 10,000 shares 10,000 $76.7K 0.01% -44,050 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,425 shares; 2025Q1: 17,425 shares; 2025Q2: 17,425 shares; 2025Q3: 17,425 shares; 2025Q4: 17,425 shares; 2026Q1: 17,425 shares 17,425 $61.5K 0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,621 shares; 2025Q3: 16,400 shares; 2025Q4: 20,584 shares; 2026Q1: 20,584 shares 20,584 $12.5K <0.01% 0 Timeline