VCIT 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: 1,848,260 shares; 2024Q4: 1,879,398 shares; 2025Q1: 2,018,692 shares; 2025Q2: 1,744,398 shares; 2025Q3: 1,779,047 shares; 2025Q4: 1,817,545 shares; 2026Q1: 1,943,286 shares 1,943,286 $161M 9.04% +125,741 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,879,281 shares; 2024Q4: 4,429,074 shares; 2025Q1: 5,053,342 shares; 2025Q2: 4,923,991 shares; 2025Q3: 4,694,218 shares; 2025Q4: 4,665,282 shares; 2026Q1: 4,653,119 shares 4,653,119 $155M 8.74% -12,163 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: 379,553 shares; 2024Q4: 392,824 shares; 2025Q1: 819,635 shares; 2025Q2: 750,597 shares; 2025Q3: 748,450 shares; 2025Q4: 756,370 shares; 2026Q1: 761,230 shares 761,230 $146M 8.21% +4,860 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: 332,104 shares; 2024Q4: 321,612 shares; 2025Q1: 205,694 shares; 2025Q2: 201,788 shares; 2025Q3: 201,313 shares; 2025Q4: 202,676 shares; 2026Q1: 206,171 shares 206,171 $135M 7.57% +3,495 Timeline VGIT 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: 1,366,684 shares; 2024Q4: 1,301,023 shares; 2025Q1: 1,629,263 shares; 2025Q2: 1,642,627 shares; 2025Q3: 1,677,927 shares; 2025Q4: 1,729,964 shares; 2026Q1: 1,799,821 shares 1,799,821 $107M 6.02% +69,857 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442,063 shares; 2024Q4: 1,468,976 shares; 2025Q1: 1,479,545 shares; 2025Q2: 1,496,608 shares; 2025Q3: 1,498,721 shares; 2025Q4: 1,517,564 shares; 2026Q1: 1,548,799 shares 1,548,799 $105M 5.88% +31,235 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,651,210 shares; 2024Q4: 1,674,207 shares; 2025Q1: 3,009,036 shares; 2025Q2: 2,865,167 shares; 2025Q3: 2,872,073 shares; 2025Q4: 2,906,297 shares; 2026Q1: 2,899,087 shares 2,899,087 $87.9M 4.94% -7,210 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: 646,806 shares; 2024Q4: 653,686 shares; 2025Q1: 666,516 shares; 2025Q2: 664,698 shares; 2025Q3: 669,222 shares; 2025Q4: 674,900 shares; 2026Q1: 679,701 shares 679,701 $84.5M 4.75% +4,801 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376,014 shares; 2026Q1: 1,520,921 shares 1,520,921 $76M 4.27% +144,907 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 706,525 shares; 2025Q1: 778,114 shares; 2025Q2: 1,421,346 shares; 2025Q3: 1,459,399 shares; 2025Q4: 1,486,823 shares; 2026Q1: 1,315,126 shares 1,315,126 $72.5M 4.08% -171,697 Timeline VMBS 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: 1,028,551 shares; 2024Q4: 1,108,863 shares; 2025Q1: 1,218,719 shares; 2025Q2: 1,242,741 shares; 2025Q3: 1,268,396 shares; 2025Q4: 1,334,964 shares; 2026Q1: 1,379,528 shares 1,379,528 $64.8M 3.64% +44,564 Timeline IBDY 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: 2,023,694 shares; 2024Q4: 2,058,282 shares; 2025Q1: 1,909,062 shares; 2025Q2: 1,866,918 shares; 2025Q3: 1,891,800 shares; 2025Q4: 1,902,432 shares; 2026Q1: 1,940,344 shares 1,940,344 $50.2M 2.82% +37,912 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109,398 shares; 2024Q4: 1,168,922 shares; 2025Q1: 1,217,759 shares; 2025Q2: 1,194,607 shares; 2025Q3: 1,197,751 shares; 2025Q4: 1,212,934 shares; 2026Q1: 763,387 shares 763,387 $38.8M 2.18% -449,547 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: 139,953 shares; 2024Q4: 140,607 shares; 2025Q1: 132,784 shares; 2025Q2: 131,563 shares; 2025Q3: 129,146 shares; 2025Q4: 255,073 shares; 2026Q1: 259,948 shares 259,948 $34.5M 1.94% +4,875 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: 89,388 shares; 2024Q4: 87,205 shares; 2025Q1: 82,968 shares; 2025Q2: 82,264 shares; 2025Q3: 82,633 shares; 2025Q4: 77,855 shares; 2026Q1: 79,141 shares 79,141 $20.1M 1.13% +1,286 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: 67,973 shares; 2024Q4: 66,865 shares; 2025Q1: 63,498 shares; 2025Q2: 62,886 shares; 2025Q3: 61,550 shares; 2025Q4: 59,157 shares; 2026Q1: 58,756 shares 58,756 $16.9M 0.95% -401 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: 143,954 shares; 2024Q4: 138,101 shares; 2025Q1: 123,280 shares; 2025Q2: 121,823 shares; 2025Q3: 119,613 shares; 2025Q4: 117,006 shares; 2026Q1: 114,970 shares 114,970 $16.9M 0.95% -2,036 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: 175,926 shares; 2024Q4: 170,553 shares; 2025Q1: 152,568 shares; 2025Q2: 150,019 shares; 2025Q3: 146,929 shares; 2025Q4: 143,998 shares; 2026Q1: 146,616 shares 146,616 $16.3M 0.91% +2,618 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: 46,569 shares; 2024Q4: 44,765 shares; 2025Q1: 43,192 shares; 2025Q2: 42,960 shares; 2025Q3: 42,719 shares; 2025Q4: 41,594 shares; 2026Q1: 41,954 shares 41,954 $15.5M 0.87% +360 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: 65,899 shares; 2024Q4: 83,061 shares; 2025Q1: 86,207 shares; 2025Q2: 84,781 shares; 2025Q3: 96,900 shares; 2025Q4: 94,215 shares; 2026Q1: 92,580 shares 92,580 $15M 0.84% -1,635 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: 101,470 shares; 2024Q4: 73,678 shares; 2025Q1: 69,867 shares; 2025Q2: 70,572 shares; 2025Q3: 70,244 shares; 2025Q4: 69,283 shares; 2026Q1: 68,307 shares 68,307 $14.2M 0.8% -976 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: 156,228 shares; 2024Q4: 154,908 shares; 2025Q1: 144,220 shares; 2025Q2: 144,122 shares; 2025Q3: 142,188 shares; 2025Q4: 284,470 shares; 2026Q1: 206,565 shares 206,565 $12.7M 0.71% -77,905 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: 209,787 shares; 2024Q4: 281,316 shares; 2025Q1: 259,691 shares; 2025Q2: 252,186 shares; 2025Q3: 248,735 shares; 2025Q4: 247,567 shares; 2026Q1: 247,689 shares 247,689 $12.2M 0.69% +122 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: 23,514 shares; 2024Q4: 22,818 shares; 2025Q1: 20,851 shares; 2025Q2: 19,572 shares; 2025Q3: 23,389 shares; 2025Q4: 22,767 shares; 2026Q1: 21,853 shares 21,853 $10.5M 0.59% -914 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: 153,867 shares; 2024Q4: 149,990 shares; 2025Q1: 142,636 shares; 2025Q2: 142,358 shares; 2025Q3: 140,786 shares; 2025Q4: 136,404 shares; 2026Q1: 131,143 shares 131,143 $10.2M 0.57% -5,261 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: 42,508 shares; 2024Q4: 41,610 shares; 2025Q1: 38,721 shares; 2025Q2: 32,248 shares; 2025Q3: 31,660 shares; 2025Q4: 31,110 shares; 2026Q1: 29,524 shares 29,524 $8.68M 0.49% -1,586 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,227 shares; 2024Q4: 31,887 shares; 2025Q1: 29,367 shares; 2025Q2: 29,163 shares; 2025Q3: 28,784 shares; 2025Q4: 26,861 shares; 2026Q1: 26,294 shares 26,294 $8.57M 0.48% -567 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: 103,426 shares; 2024Q4: 101,169 shares; 2025Q1: 94,852 shares; 2025Q2: 93,132 shares; 2025Q3: 91,667 shares; 2025Q4: 179,578 shares; 2026Q1: 173,785 shares 173,785 $7.97M 0.45% -5,793 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: 22,237 shares; 2024Q4: 43,745 shares; 2025Q1: 51,283 shares; 2025Q2: 50,805 shares; 2025Q3: 49,974 shares; 2025Q4: 48,116 shares; 2026Q1: 46,683 shares 46,683 $7.48M 0.42% -1,433 Timeline IBB 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: 40,091 shares; 2024Q4: 39,649 shares; 2025Q1: 37,377 shares; 2025Q2: 36,354 shares; 2025Q3: 35,383 shares; 2025Q4: 34,617 shares; 2026Q1: 41,082 shares 41,082 $6.94M 0.39% +6,465 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: 103,049 shares; 2024Q4: 102,042 shares; 2025Q1: 95,590 shares; 2025Q2: 93,887 shares; 2025Q3: 92,462 shares; 2025Q4: 86,221 shares; 2026Q1: 55,749 shares 55,749 $6.93M 0.39% -30,472 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: 17,195 shares; 2024Q4: 25,324 shares; 2025Q1: 24,813 shares; 2025Q2: 24,150 shares; 2025Q3: 23,638 shares; 2025Q4: 23,082 shares; 2026Q1: 22,029 shares 22,029 $6.85M 0.38% -1,053 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: 79,360 shares; 2024Q4: 77,717 shares; 2025Q1: 71,973 shares; 2025Q2: 70,396 shares; 2025Q3: 69,483 shares; 2025Q4: 138,330 shares; 2026Q1: 135,172 shares 135,172 $6.75M 0.38% -3,158 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: 189,866 shares; 2024Q4: 184,776 shares; 2025Q1: 179,020 shares; 2025Q2: 177,005 shares; 2025Q3: 173,980 shares; 2025Q4: 171,055 shares; 2026Q1: 164,463 shares 164,463 $6.72M 0.38% -6,592 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: 91,105 shares; 2024Q4: 90,537 shares; 2025Q1: 91,019 shares; 2025Q2: 88,901 shares; 2025Q3: 87,023 shares; 2025Q4: 86,174 shares; 2026Q1: 78,638 shares 78,638 $6.45M 0.36% -7,536 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: 7,456 shares; 2024Q4: 7,288 shares; 2025Q1: 6,979 shares; 2025Q2: 6,859 shares; 2025Q3: 6,862 shares; 2025Q4: 6,642 shares; 2026Q1: 6,373 shares 6,373 $6.35M 0.36% -269 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: 25,618 shares; 2024Q4: 24,962 shares; 2025Q1: 23,542 shares; 2025Q2: 23,179 shares; 2025Q3: 22,590 shares; 2025Q4: 21,678 shares; 2026Q1: 20,567 shares 20,567 $6.22M 0.35% -1,111 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: 36,531 shares; 2024Q4: 36,330 shares; 2025Q1: 29,118 shares; 2025Q2: 28,431 shares; 2025Q3: 27,833 shares; 2025Q4: 55,702 shares; 2026Q1: 56,862 shares 56,862 $6.2M 0.35% +1,160 Timeline HEFA 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: 2,508,956 shares; 2024Q4: 2,512,620 shares; 2025Q1: 2,489,732 shares; 2025Q2: 1,453,341 shares; 2025Q3: 1,434,508 shares; 2025Q4: 1,426,001 shares; 2026Q1: 137,540 shares 137,540 $5.84M 0.33% -1,288,461 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: 16,557 shares; 2024Q4: 26,544 shares; 2025Q1: 26,548 shares; 2025Q2: 25,935 shares; 2025Q3: 25,751 shares; 2025Q4: 25,227 shares; 2026Q1: 24,570 shares 24,570 $5.55M 0.31% -657 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: 21,177 shares; 2024Q4: 21,238 shares; 2025Q1: 37,158 shares; 2025Q2: 36,525 shares; 2025Q3: 33,639 shares; 2025Q4: 32,854 shares; 2026Q1: 31,191 shares 31,191 $5.44M 0.31% -1,663 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,004 shares; 2025Q3: 60,603 shares; 2025Q4: 65,845 shares; 2026Q1: 53,680 shares 53,680 $5.12M 0.29% -12,165 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: 57,612 shares; 2024Q4: 57,373 shares; 2025Q1: 55,590 shares; 2025Q2: 54,641 shares; 2025Q3: 54,717 shares; 2025Q4: 53,877 shares; 2026Q1: 53,059 shares 53,059 $5.11M 0.29% -818 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,260 shares; 2024Q4: 52,388 shares; 2025Q1: 48,830 shares; 2025Q2: 48,071 shares; 2025Q3: 47,309 shares; 2025Q4: 45,807 shares; 2026Q1: 43,821 shares 43,821 $4.97M 0.28% -1,986 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: 39,586 shares; 2024Q4: 38,893 shares; 2025Q1: 36,118 shares; 2025Q2: 35,507 shares; 2025Q3: 22,484 shares; 2025Q4: 21,916 shares; 2026Q1: 20,999 shares 20,999 $4.96M 0.28% -917 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,990 shares; 2026Q1: 194,377 shares 194,377 $4.92M 0.28% +33,387 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,446 shares; 2025Q3: 64,660 shares; 2025Q4: 61,696 shares; 2026Q1: 57,800 shares 57,800 $4.89M 0.28% -3,896 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,658 shares; 2025Q1: 79,037 shares; 2025Q2: 78,135 shares; 2025Q3: 75,529 shares; 2025Q4: 72,909 shares; 2026Q1: 72,166 shares 72,166 $4.7M 0.26% -743 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: 16,583 shares; 2024Q4: 16,352 shares; 2025Q1: 15,837 shares; 2025Q2: 15,692 shares; 2025Q3: 15,301 shares; 2025Q4: 15,266 shares; 2026Q1: 24,279 shares 24,279 $4.53M 0.25% +9,013 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: 26,004 shares; 2024Q4: 25,729 shares; 2025Q1: 25,289 shares; 2025Q2: 24,858 shares; 2025Q3: 45,959 shares; 2025Q4: 44,140 shares; 2026Q1: 42,889 shares 42,889 $4.4M 0.25% -1,251 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: 19,573 shares; 2024Q4: 19,318 shares; 2025Q1: 18,372 shares; 2025Q2: 18,010 shares; 2025Q3: 19,635 shares; 2025Q4: 18,815 shares; 2026Q1: 17,494 shares 17,494 $4.24M 0.24% -1,321 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 2,827 shares; 2025Q1: 7,262 shares; 2025Q2: 7,195 shares; 2025Q3: 7,297 shares; 2025Q4: 7,215 shares; 2026Q1: 7,233 shares 7,233 $4.14M 0.23% +18 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: 6,163 shares; 2024Q4: 6,356 shares; 2025Q1: 5,647 shares; 2025Q2: 6,349 shares; 2025Q3: 6,432 shares; 2025Q4: 6,389 shares; 2026Q1: 6,323 shares 6,323 $4.11M 0.23% -66 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: 37,784 shares; 2024Q4: 42,155 shares; 2025Q1: 35,956 shares; 2025Q2: 35,806 shares; 2025Q3: 22,561 shares; 2025Q4: 27,775 shares; 2026Q1: 42,130 shares 42,130 $4.09M 0.23% +14,355 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: 37,414 shares; 2024Q4: 36,695 shares; 2025Q1: 35,344 shares; 2025Q2: 35,222 shares; 2025Q3: 34,832 shares; 2025Q4: 35,623 shares; 2026Q1: 34,064 shares 34,064 $3.92M 0.22% -1,559 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,851 shares 152,851 $3.84M 0.22% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,662 shares; 2025Q3: 119,018 shares; 2025Q4: 178,592 shares; 2026Q1: 204,730 shares 204,730 $3.77M 0.21% +26,138 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: 16,529 shares; 2024Q4: 145,514 shares; 2025Q1: 147,937 shares; 2025Q2: 142,337 shares; 2025Q3: 165,491 shares; 2025Q4: 137,611 shares; 2026Q1: 131,289 shares 131,289 $3.69M 0.21% -6,322 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,983 shares; 2025Q1: 6,341 shares; 2025Q2: 6,342 shares; 2025Q3: 6,358 shares; 2025Q4: 5,951 shares; 2026Q1: 5,832 shares 5,832 $3.48M 0.2% -119 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: 70,989 shares; 2024Q4: 69,806 shares; 2025Q1: 66,105 shares; 2025Q2: 64,712 shares; 2025Q3: 63,750 shares; 2025Q4: 62,835 shares; 2026Q1: 59,609 shares 59,609 $3.44M 0.19% -3,226 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: 50,183 shares; 2024Q4: 50,231 shares; 2025Q1: 43,422 shares; 2025Q2: 43,422 shares; 2025Q3: 43,422 shares; 2025Q4: 41,567 shares; 2026Q1: 58,618 shares 58,618 $3.33M 0.19% +17,051 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: 10,420 shares; 2024Q4: 10,320 shares; 2025Q1: 10,385 shares; 2025Q2: 10,327 shares; 2025Q3: 10,327 shares; 2025Q4: 10,237 shares; 2026Q1: 10,216 shares 10,216 $3.16M 0.18% -21 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: 27,921 shares; 2024Q4: 94,118 shares; 2025Q1: 28,904 shares; 2025Q2: 28,573 shares; 2025Q3: 28,403 shares; 2025Q4: 28,708 shares; 2026Q1: 30,435 shares 30,435 $3.02M 0.17% +1,727 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: 8,951 shares; 2024Q4: 8,992 shares; 2025Q1: 9,020 shares; 2025Q2: 9,012 shares; 2025Q3: 9,115 shares; 2025Q4: 8,990 shares; 2026Q1: 8,974 shares 8,974 $2.95M 0.17% -16 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,479 shares; 2024Q4: 14,279 shares; 2025Q1: 14,279 shares; 2025Q2: 14,279 shares; 2025Q3: 14,279 shares; 2025Q4: 14,279 shares; 2026Q1: 14,279 shares 14,279 $2.9M 0.16% 0 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: 26,748 shares; 2024Q4: 25,866 shares; 2025Q1: 24,113 shares; 2025Q2: 23,652 shares; 2025Q3: 23,417 shares; 2025Q4: 22,663 shares; 2026Q1: 21,459 shares 21,459 $2.81M 0.16% -1,204 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,562 shares; 2026Q1: 50,890 shares 50,890 $2.71M 0.15% +19,328 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,417 shares; 2025Q3: 24,723 shares; 2025Q4: 24,502 shares; 2026Q1: 24,209 shares 24,209 $2.24M 0.13% -293 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 3 shares 3 $2.15M 0.12% -1 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: 10,144 shares; 2024Q4: 10,576 shares; 2025Q1: 9,718 shares; 2025Q2: 9,258 shares; 2025Q3: 9,726 shares; 2025Q4: 9,485 shares; 2026Q1: 8,689 shares 8,689 $2.12M 0.12% -796 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: 14,968 shares; 2024Q4: 13,558 shares; 2025Q1: 11,891 shares; 2025Q2: 11,891 shares; 2025Q3: 17,428 shares; 2025Q4: 17,151 shares; 2026Q1: 12,344 shares 12,344 $2.09M 0.12% -4,807 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: 969 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 2,790 shares 2,790 $1.98M 0.11% -270 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: 8,571 shares; 2024Q4: 7,996 shares; 2025Q1: 7,557 shares; 2025Q2: 7,254 shares; 2025Q3: 7,254 shares; 2025Q4: 6,892 shares; 2026Q1: 6,856 shares 6,856 $1.97M 0.11% -36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,200 shares; 2025Q4: 10,775 shares; 2026Q1: 7,949 shares 7,949 $1.94M 0.11% -2,826 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: 17,679 shares; 2024Q4: 20,685 shares; 2025Q1: 20,210 shares; 2025Q2: 21,994 shares; 2025Q3: 22,298 shares; 2025Q4: 23,186 shares; 2026Q1: 24,626 shares 24,626 $1.93M 0.11% +1,440 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,288 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 13,938 shares; 2025Q4: 11,557 shares; 2026Q1: 10,477 shares 10,477 $1.91M 0.11% -1,080 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: 12,114 shares; 2024Q4: 14,056 shares; 2025Q1: 12,222 shares; 2025Q2: 10,982 shares; 2025Q3: 17,882 shares; 2025Q4: 17,199 shares; 2026Q1: 15,822 shares 15,822 $1.9M 0.11% -1,377 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: 12,464 shares; 2024Q4: 12,358 shares; 2025Q1: 12,416 shares; 2025Q2: 12,328 shares; 2025Q3: 12,190 shares; 2025Q4: 12,178 shares; 2026Q1: 12,370 shares 12,370 $1.82M 0.1% +192 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,908 shares; 2025Q3: 14,208 shares; 2025Q4: 13,224 shares; 2026Q1: 12,541 shares 12,541 $1.79M 0.1% -683 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 7,500 shares; 2025Q1: 4,700 shares; 2025Q2: 5,000 shares; 2025Q3: 21,512 shares; 2025Q4: 21,612 shares; 2026Q1: 19,812 shares 19,812 $1.49M 0.08% -1,800 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF 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: 46,150 shares 46,150 $1.32M 0.07% 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: 7,214 shares; 2024Q4: 7,307 shares; 2025Q1: 6,438 shares; 2025Q2: 6,349 shares; 2025Q3: 6,145 shares; 2025Q4: 6,112 shares; 2026Q1: 6,161 shares 6,161 $1.27M 0.07% +49 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 976 shares; 2026Q1: 6,337 shares 6,337 $1.26M 0.07% +5,361 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: 3,000 shares; 2025Q1: 2,891 shares; 2025Q2: 2,898 shares; 2025Q3: 2,855 shares; 2025Q4: 2,677 shares; 2026Q1: 2,562 shares 2,562 $1.26M 0.07% -115 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: 2,330 shares; 2024Q4: 2,418 shares; 2025Q1: 2,402 shares; 2025Q2: 2,641 shares; 2025Q3: 4,786 shares; 2025Q4: 4,697 shares; 2026Q1: 4,757 shares 4,757 $1.25M 0.07% +60 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: 7,662 shares; 2024Q4: 7,721 shares; 2025Q1: 7,820 shares; 2025Q2: 7,233 shares; 2025Q3: 7,945 shares; 2025Q4: 7,351 shares; 2026Q1: 5,665 shares 5,665 $1.23M 0.07% -1,686 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 9,377 shares 9,377 $1.23M 0.07% -1,123 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: 9,622 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $1.21M 0.07% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,877 shares; 2025Q1: 1,992 shares; 2025Q2: 1,967 shares; 2025Q3: 2,164 shares; 2025Q4: 2,165 shares; 2026Q1: 2,135 shares 2,135 $1.2M 0.07% -30 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: 18,862 shares; 2024Q4: 19,407 shares; 2025Q1: 19,141 shares; 2025Q2: 19,915 shares; 2025Q3: 19,212 shares; 2025Q4: 18,524 shares; 2026Q1: 20,496 shares 20,496 $1.11M 0.06% +1,972 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: 25,983 shares; 2024Q4: 26,306 shares; 2025Q1: 24,397 shares; 2025Q2: 23,736 shares; 2025Q3: 8,571 shares; 2025Q4: 8,403 shares; 2026Q1: 7,101 shares 7,101 $1.1M 0.06% -1,302 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: 13,614 shares; 2024Q4: 13,614 shares; 2025Q1: 13,614 shares; 2025Q2: 13,614 shares; 2025Q3: 13,614 shares; 2025Q4: 13,614 shares; 2026Q1: 13,614 shares 13,614 $1.08M 0.06% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 3,713 shares; 2025Q1: 3,486 shares; 2025Q2: 3,462 shares; 2025Q3: 12,862 shares; 2025Q4: 12,909 shares; 2026Q1: 13,437 shares 13,437 $1.07M 0.06% +528 Timeline IBDX 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: 2,167,641 shares; 2024Q4: 2,196,108 shares; 2025Q1: 2,030,810 shares; 2025Q2: 1,985,980 shares; 2025Q3: 2,010,433 shares; 2025Q4: 76,938 shares; 2026Q1: 42,184 shares 42,184 $1.07M 0.06% -34,754 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: 12,345 shares; 2024Q4: 11,660 shares; 2025Q1: 10,706 shares; 2025Q2: 10,551 shares; 2025Q3: 17,646 shares; 2025Q4: 16,330 shares; 2026Q1: 13,939 shares 13,939 $1.06M 0.06% -2,391 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: 8,079 shares; 2024Q4: 7,468 shares; 2025Q1: 7,329 shares; 2025Q2: 7,211 shares; 2025Q3: 7,665 shares; 2025Q4: 7,412 shares; 2026Q1: 7,092 shares 7,092 $1.02M 0.06% -320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 3,565 shares; 2025Q4: 3,563 shares; 2026Q1: 3,384 shares 3,384 $960K 0.05% -179 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,700 shares; 2025Q4: 14,700 shares; 2026Q1: 15,199 shares 15,199 $951K 0.05% +499 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: 11,231 shares; 2024Q4: 1,479 shares; 2025Q1: 1,233 shares; 2025Q2: 1,235 shares; 2025Q3: 1,343 shares; 2025Q4: 1,146 shares; 2026Q1: 1,121 shares 1,121 $948K 0.05% -25 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: 6,850 shares; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares 6,650 $920K 0.05% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $913K 0.05% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,159 shares; 2024Q4: 44,977 shares; 2025Q1: 24,438 shares; 2025Q2: 24,438 shares; 2025Q3: 24,438 shares; 2025Q4: 36,770 shares; 2026Q1: 36,770 shares 36,770 $912K 0.05% 0 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: 3,562 shares; 2024Q4: 3,558 shares; 2025Q1: 3,569 shares; 2025Q2: 3,458 shares; 2025Q3: 3,548 shares; 2025Q4: 3,748 shares; 2026Q1: 4,392 shares 4,392 $892K 0.05% +644 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,377 shares; 2025Q4: 18,248 shares; 2026Q1: 18,185 shares 18,185 $887K 0.05% -63 Timeline IBDU 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: 8,671 shares; 2024Q4: 33,323 shares; 2025Q1: 32,753 shares; 2025Q2: 32,753 shares; 2025Q3: 32,753 shares; 2025Q4: 32,753 shares; 2026Q1: 36,932 shares 36,932 $859K 0.05% +4,179 Timeline IBDS 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: 32,442 shares; 2024Q4: 35,780 shares; 2025Q1: 35,211 shares; 2025Q2: 35,211 shares; 2025Q3: 35,211 shares; 2025Q4: 35,211 shares; 2026Q1: 35,211 shares 35,211 $854K 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,500 shares; 2025Q1: 2,506 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares; 2025Q4: 2,501 shares; 2026Q1: 2,500 shares 2,500 $845K 0.05% -1 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: 27,764 shares; 2024Q4: 30,230 shares; 2025Q1: 30,230 shares; 2025Q2: 30,230 shares; 2025Q3: 51,538 shares; 2025Q4: 30,906 shares; 2026Q1: 29,042 shares 29,042 $842K 0.05% -1,864 Timeline IBDV 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: 22,578 shares; 2025Q1: 24,467 shares; 2025Q2: 32,782 shares; 2025Q3: 32,782 shares; 2025Q4: 32,782 shares; 2026Q1: 36,029 shares 36,029 $789K 0.04% +3,247 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: 22,388 shares; 2024Q4: 18,695 shares; 2025Q1: 17,695 shares; 2025Q2: 17,250 shares; 2025Q3: 17,550 shares; 2025Q4: 17,550 shares; 2026Q1: 17,647 shares 17,647 $779K 0.04% +97 Timeline IBDR 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: 30,798 shares; 2024Q4: 31,422 shares; 2025Q1: 30,798 shares; 2025Q2: 30,798 shares; 2025Q3: 30,798 shares; 2025Q4: 30,798 shares; 2026Q1: 30,949 shares 30,949 $750K 0.04% +151 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $733K 0.04% 0 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: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,295 shares; 2025Q2: 2,223 shares; 2025Q3: 2,199 shares; 2025Q4: 2,192 shares; 2026Q1: 2,063 shares 2,063 $708K 0.04% -129 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: 2,763 shares; 2024Q4: 2,864 shares; 2025Q1: 2,731 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,274 shares; 2026Q1: 2,365 shares 2,365 $679K 0.04% +91 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: 2,815 shares; 2024Q4: 3,410 shares; 2025Q1: 2,525 shares; 2025Q2: not reported; 2025Q3: 8,298 shares; 2025Q4: 4,970 shares; 2026Q1: 4,965 shares 4,965 $655K 0.04% -5 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: 3,018 shares; 2024Q4: 3,000 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares; 2025Q3: 4,753 shares; 2025Q4: 4,753 shares; 2026Q1: 3,953 shares 3,953 $651K 0.04% -800 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $646K 0.04% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $637K 0.04% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,449 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 1,718 shares 1,718 $637K 0.04% -842 Timeline BKLN 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,908 shares; 2026Q1: 30,565 shares 30,565 $624K 0.04% +20,657 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: 13,036 shares; 2024Q4: 10,974 shares; 2025Q1: 10,946 shares; 2025Q2: 10,946 shares; 2025Q3: 8,322 shares; 2025Q4: 8,322 shares; 2026Q1: 7,602 shares 7,602 $603K 0.03% -720 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,408 shares; 2025Q1: 2,548 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $594K 0.03% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,401 shares; 2025Q2: 13,201 shares; 2025Q3: 13,201 shares; 2025Q4: 13,201 shares; 2026Q1: 13,201 shares 13,201 $590K 0.03% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 20,578 shares; 2025Q1: 20,047 shares; 2025Q2: 20,047 shares; 2025Q3: 20,047 shares; 2025Q4: 20,047 shares; 2026Q1: 22,940 shares 22,940 $581K 0.03% +2,893 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: 19,357 shares; 2024Q4: 19,026 shares; 2025Q1: 5,363 shares; 2025Q2: 5,238 shares; 2025Q3: 4,727 shares; 2025Q4: 4,716 shares; 2026Q1: 4,486 shares 4,486 $578K 0.03% -230 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,235 shares; 2025Q1: 2,251 shares; 2025Q2: 2,241 shares; 2025Q3: 2,187 shares; 2025Q4: 2,174 shares; 2026Q1: 2,158 shares 2,158 $574K 0.03% -16 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: 8,222 shares; 2024Q4: 9,414 shares; 2025Q1: 8,402 shares; 2025Q2: 9,921 shares; 2025Q3: 9,207 shares; 2025Q4: 8,973 shares; 2026Q1: 8,910 shares 8,910 $571K 0.03% -63 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: 1,580 shares; 2024Q4: 1,551 shares; 2025Q1: 1,502 shares; 2025Q2: 1,481 shares; 2025Q3: 1,467 shares; 2025Q4: 1,419 shares; 2026Q1: 1,139 shares 1,139 $569K 0.03% -280 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $562K 0.03% 0 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: 3,242 shares; 2024Q4: 3,451 shares; 2025Q1: 3,533 shares; 2025Q2: 3,509 shares; 2025Q3: 3,428 shares; 2025Q4: 3,259 shares; 2026Q1: 2,946 shares 2,946 $559K 0.03% -313 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,581 shares; 2025Q2: 2,590 shares; 2025Q3: 2,605 shares; 2025Q4: 2,543 shares; 2026Q1: 3,596 shares 3,596 $548K 0.03% +1,053 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,074 shares; 2024Q4: 23,529 shares; 2025Q1: 21,104 shares; 2025Q2: 7,634 shares; 2025Q3: 6,623 shares; 2025Q4: 6,152 shares; 2026Q1: 6,152 shares 6,152 $533K 0.03% 0 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: 3,876 shares; 2024Q4: 4,029 shares; 2025Q1: 3,064 shares; 2025Q2: 3,123 shares; 2025Q3: 3,123 shares; 2025Q4: 2,731 shares; 2026Q1: 2,720 shares 2,720 $525K 0.03% -11 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: 2,918 shares; 2024Q4: 3,325 shares; 2025Q1: 3,341 shares; 2025Q2: 3,291 shares; 2025Q3: 3,341 shares; 2025Q4: 6,816 shares; 2026Q1: 6,028 shares 6,028 $514K 0.03% -788 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: 2,272 shares; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 1,473 shares; 2026Q1: 1,450 shares 1,450 $510K 0.03% -23 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: 2,233 shares; 2024Q4: 2,234 shares; 2025Q1: 2,248 shares; 2025Q2: 2,170 shares; 2025Q3: 2,174 shares; 2025Q4: 1,857 shares; 2026Q1: 1,530 shares 1,530 $503K 0.03% -327 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,771 shares; 2025Q1: 3,416 shares; 2025Q2: 3,296 shares; 2025Q3: 3,121 shares; 2025Q4: 3,100 shares; 2026Q1: 1,658 shares 1,658 $501K 0.03% -1,442 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,317 shares; 2025Q1: 2,371 shares; 2025Q2: 2,339 shares; 2025Q3: 2,303 shares; 2025Q4: 2,309 shares; 2026Q1: 2,272 shares 2,272 $498K 0.03% -37 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: not reported; 2025Q1: 636 shares; 2025Q2: 572 shares; 2025Q3: 563 shares; 2025Q4: 559 shares; 2026Q1: 505 shares 505 $486K 0.03% -54 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: 12,304 shares; 2024Q4: 11,987 shares; 2025Q1: 11,323 shares; 2025Q2: 11,054 shares; 2025Q3: 11,013 shares; 2025Q4: 10,697 shares; 2026Q1: 1,770 shares 1,770 $479K 0.03% -8,927 Timeline SOXX 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: 26,027 shares; 2024Q4: 26,557 shares; 2025Q1: 26,104 shares; 2025Q2: 25,702 shares; 2025Q3: 25,389 shares; 2025Q4: 24,749 shares; 2026Q1: 1,382 shares 1,382 $454K 0.03% -23,367 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,907 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 4,907 shares; 2025Q4: 4,907 shares; 2026Q1: 5,660 shares 5,660 $444K 0.02% +753 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $430K 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: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,429 shares; 2026Q1: 2,324 shares 2,324 $424K 0.02% -105 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: 6,392 shares; 2024Q4: 5,697 shares; 2025Q1: 5,612 shares; 2025Q2: 4,893 shares; 2025Q3: 4,629 shares; 2025Q4: 4,330 shares; 2026Q1: 4,611 shares 4,611 $409K 0.02% +281 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $407K 0.02% 0 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: 1,385 shares; 2024Q4: 1,483 shares; 2025Q1: 1,548 shares; 2025Q2: 1,533 shares; 2025Q3: 1,583 shares; 2025Q4: 1,578 shares; 2026Q1: 1,495 shares 1,495 $399K 0.02% -83 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,453 shares; 2025Q1: 1,444 shares; 2025Q2: 1,308 shares; 2025Q3: 1,508 shares; 2025Q4: 1,508 shares; 2026Q1: 1,508 shares 1,508 $393K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $392K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 3,608 shares; 2026Q1: 3,608 shares 3,608 $391K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 8,128 shares; 2025Q1: 7,279 shares; 2025Q2: 7,159 shares; 2025Q3: 7,159 shares; 2025Q4: 7,159 shares; 2026Q1: 7,159 shares 7,159 $372K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,040 shares; 2024Q4: 20,827 shares; 2025Q1: 4,160 shares; 2025Q2: 3,967 shares; 2025Q3: 2,658 shares; 2025Q4: 2,607 shares; 2026Q1: 2,364 shares 2,364 $372K 0.02% -243 Timeline IBDW 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: 15,631 shares; 2025Q1: 15,631 shares; 2025Q2: 15,631 shares; 2025Q3: 15,631 shares; 2025Q4: 15,631 shares; 2026Q1: 17,684 shares 17,684 $370K 0.02% +2,053 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,550 shares; 2025Q1: 1,578 shares; 2025Q2: 1,574 shares; 2025Q3: 1,466 shares; 2025Q4: 1,452 shares; 2026Q1: 1,141 shares 1,141 $366K 0.02% -311 Timeline REET 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: 16,066 shares; 2024Q4: 14,975 shares; 2025Q1: 14,514 shares; 2025Q2: 14,514 shares; 2025Q3: 14,514 shares; 2025Q4: 14,514 shares; 2026Q1: 14,514 shares 14,514 $365K 0.02% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares 45,000 $362K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,500 shares; 2026Q1: 1,500 shares 1,500 $357K 0.02% 0 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: 699 shares; 2024Q4: 898 shares; 2025Q1: 713 shares; 2025Q2: 814 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 805 shares 805 $352K 0.02% +138 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 6,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,315 shares; 2025Q4: 7,172 shares; 2026Q1: 6,958 shares 6,958 $349K 0.02% -214 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 6,392 shares; 2025Q4: 6,392 shares; 2026Q1: 6,392 shares 6,392 $349K 0.02% 0 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $336K 0.02% 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: 2,327 shares; 2024Q4: 2,330 shares; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares; 2026Q1: 1,620 shares 1,620 $330K 0.02% -165 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: 56,730 shares; 2024Q4: 55,670 shares; 2025Q1: 53,541 shares; 2025Q2: 52,277 shares; 2025Q3: 60,798 shares; 2025Q4: 8,437 shares; 2026Q1: 5,419 shares 5,419 $329K 0.02% -3,018 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,500 shares; 2025Q1: 4,609 shares; 2025Q2: 4,609 shares; 2025Q3: 4,609 shares; 2025Q4: 4,536 shares; 2026Q1: 4,500 shares 4,500 $328K 0.02% -36 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: 1,205 shares; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,415 shares 1,415 $325K 0.02% new 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: 3,284 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,635 shares; 2026Q1: 2,635 shares 2,635 $319K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 926 shares 926 $319K 0.02% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,094 shares; 2024Q4: 10,934 shares; 2025Q1: 10,934 shares; 2025Q2: 10,678 shares; 2025Q3: 8,883 shares; 2025Q4: 8,883 shares; 2026Q1: 8,883 shares 8,883 $312K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 1,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,369 shares 1,369 $289K 0.02% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $273K 0.02% 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: 1,257 shares; 2024Q4: 1,471 shares; 2025Q1: 1,228 shares; 2025Q2: 1,835 shares; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares; 2026Q1: 1,384 shares 1,384 $272K 0.02% -90 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,995 shares 22,995 $265K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,261 shares; 2025Q2: 1,287 shares; 2025Q3: 1,157 shares; 2025Q4: 1,126 shares; 2026Q1: 1,125 shares 1,125 $241K 0.01% -1 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $239K 0.01% 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: 4,300 shares; 2024Q4: 3,804 shares; 2025Q1: 3,971 shares; 2025Q2: 3,871 shares; 2025Q3: 1,185 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $236K 0.01% 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: 4,655 shares; 2024Q4: not reported; 2025Q1: 3,854 shares; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares; 2025Q4: 3,838 shares; 2026Q1: 3,238 shares 3,238 $233K 0.01% -600 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: 407 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 381 shares 381 $230K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,288 shares; 2025Q1: not reported; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares; 2026Q1: 2,288 shares 2,288 $230K 0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV 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: 8,783 shares 8,783 $224K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,499 shares 11,499 $222K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 600 shares 600 $215K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 346 shares 346 $213K 0.01% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,029 shares 5,029 $211K 0.01% new 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: 3,751 shares; 2024Q4: 3,825 shares; 2025Q1: 3,877 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,823 shares; 2026Q1: 2,425 shares 2,425 $210K 0.01% -1,398 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares 1,895 $202K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 686 shares 686 $200K 0.01% -5 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,885 shares; 2024Q4: 10,885 shares; 2025Q1: 19,020 shares; 2025Q2: 19,020 shares; 2025Q3: 19,020 shares; 2025Q4: 19,020 shares; 2026Q1: 19,020 shares 19,020 $157K 0.01% 0 Timeline