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: restricted; 2024Q4: 47,777 shares; 2025Q1: 46,691 shares; 2025Q2: 41,969 shares; 2025Q3: 42,035 shares; 2025Q4: 48,812 shares; 2026Q1: 50,224 shares 50,224 $32.4M 8.86% +1,412 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573,072 shares; 2025Q4: 581,364 shares; 2026Q1: 611,824 shares 611,824 $31.2M 8.55% +30,460 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247,984 shares; 2025Q1: 251,302 shares; 2025Q2: 268,328 shares; 2025Q3: 269,058 shares; 2025Q4: 273,006 shares; 2026Q1: 284,980 shares 284,980 $25.7M 7.03% +11,974 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: restricted; 2024Q4: 259,638 shares; 2025Q1: 240,074 shares; 2025Q2: 243,310 shares; 2025Q3: 239,586 shares; 2025Q4: 241,176 shares; 2026Q1: 247,915 shares 247,915 $22M 6.02% +6,739 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176,862 shares; 2025Q1: 198,466 shares; 2025Q2: 208,306 shares; 2025Q3: 211,255 shares; 2025Q4: 213,618 shares; 2026Q1: 225,021 shares 225,021 $19M 5.21% +11,403 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: restricted; 2024Q4: 39,701 shares; 2025Q1: 44,791 shares; 2025Q2: 46,699 shares; 2025Q3: 45,155 shares; 2025Q4: 45,820 shares; 2026Q1: 48,158 shares 48,158 $14.6M 3.99% +2,338 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: restricted; 2024Q4: 21,302 shares; 2025Q1: 41,451 shares; 2025Q2: 56,843 shares; 2025Q3: 52,089 shares; 2025Q4: 52,250 shares; 2026Q1: 56,621 shares 56,621 $11.4M 3.11% +4,371 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312,596 shares; 2025Q1: 308,472 shares; 2025Q2: 308,472 shares; 2025Q3: 308,472 shares; 2025Q4: 308,472 shares; 2026Q1: 308,472 shares 308,472 $11.2M 3.07% 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: restricted; 2024Q4: 45,993 shares; 2025Q1: 51,306 shares; 2025Q2: 53,716 shares; 2025Q3: 53,695 shares; 2025Q4: 54,092 shares; 2026Q1: 55,412 shares 55,412 $11.2M 3.07% +1,320 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,981 shares; 2025Q1: 130,788 shares; 2025Q2: 129,368 shares; 2025Q3: 131,112 shares; 2025Q4: 134,762 shares; 2026Q1: 144,794 shares 144,794 $10.9M 2.99% +10,032 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: restricted; 2024Q4: 240,346 shares; 2025Q1: 264,457 shares; 2025Q2: 272,990 shares; 2025Q3: 270,876 shares; 2025Q4: 271,779 shares; 2026Q1: 283,851 shares 283,851 $9.12M 2.5% +12,072 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,638 shares; 2025Q1: 66,291 shares; 2025Q2: 69,302 shares; 2025Q3: 67,742 shares; 2025Q4: 79,044 shares; 2026Q1: 84,956 shares 84,956 $9.04M 2.47% +5,912 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,304 shares; 2025Q1: 70,484 shares; 2025Q2: 71,646 shares; 2025Q3: 72,536 shares; 2025Q4: 73,701 shares; 2026Q1: 76,999 shares 76,999 $8.91M 2.44% +3,298 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134,254 shares; 2025Q1: 134,254 shares; 2025Q2: 134,254 shares; 2025Q3: 134,254 shares; 2025Q4: 134,254 shares; 2026Q1: 134,254 shares 134,254 $6.78M 1.85% 0 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: restricted; 2024Q4: 18,690 shares; 2025Q1: 20,405 shares; 2025Q2: 25,606 shares; 2025Q3: 23,567 shares; 2025Q4: 23,511 shares; 2026Q1: 23,611 shares 23,611 $5.9M 1.61% +100 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: restricted; 2024Q4: 22,671 shares; 2025Q1: 24,484 shares; 2025Q2: 22,357 shares; 2025Q3: 22,579 shares; 2025Q4: 22,523 shares; 2026Q1: 22,230 shares 22,230 $5.86M 1.6% -293 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: restricted; 2024Q4: 11,371 shares; 2025Q1: 10,832 shares; 2025Q2: 10,768 shares; 2025Q3: 10,754 shares; 2025Q4: 10,788 shares; 2026Q1: 11,139 shares 11,139 $5.29M 1.45% +351 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,409 shares; 2025Q1: 70,583 shares; 2025Q2: 81,269 shares; 2025Q3: 90,364 shares; 2025Q4: 94,472 shares; 2026Q1: 111,562 shares 111,562 $4.6M 1.26% +17,090 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: restricted; 2024Q4: 5,929 shares; 2025Q1: 5,929 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares; 2025Q4: 6,346 shares; 2026Q1: 6,346 shares 6,346 $4.45M 1.22% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,851 shares; 2025Q1: 5,851 shares; 2025Q2: 5,653 shares; 2025Q3: 5,653 shares; 2025Q4: 5,653 shares; 2026Q1: 5,651 shares 5,651 $4.37M 1.19% -2 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: restricted; 2024Q4: 12,852 shares; 2025Q1: 12,852 shares; 2025Q2: 12,767 shares; 2025Q3: 12,749 shares; 2025Q4: 12,749 shares; 2026Q1: 12,642 shares 12,642 $3.98M 1.09% -107 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,127 shares; 2025Q1: 28,127 shares; 2025Q2: 29,169 shares; 2025Q3: 29,134 shares; 2025Q4: 29,134 shares; 2026Q1: 29,920 shares 29,920 $3.61M 0.99% +786 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: restricted; 2024Q4: 10,159 shares; 2025Q1: 12,007 shares; 2025Q2: 12,321 shares; 2025Q3: 9,614 shares; 2025Q4: 9,651 shares; 2026Q1: 9,551 shares 9,551 $3.21M 0.88% -100 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: restricted; 2024Q4: 7,540 shares; 2025Q1: 8,841 shares; 2025Q2: 7,264 shares; 2025Q3: 7,261 shares; 2025Q4: 7,263 shares; 2026Q1: 7,384 shares 7,384 $3.1M 0.85% +121 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: restricted; 2024Q4: 6,913 shares; 2025Q1: 7,046 shares; 2025Q2: 7,036 shares; 2025Q3: 7,013 shares; 2025Q4: 6,260 shares; 2026Q1: 6,247 shares 6,247 $2.93M 0.8% -13 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,568 shares; 2025Q2: 22,934 shares; 2025Q3: 27,486 shares; 2025Q4: 30,296 shares; 2026Q1: 36,723 shares 36,723 $2.82M 0.77% +6,427 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,144 shares 51,144 $2.66M 0.73% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,991 shares; 2025Q1: 18,732 shares; 2025Q2: 29,273 shares; 2025Q3: 41,130 shares; 2025Q4: 49,974 shares; 2026Q1: 52,518 shares 52,518 $2.62M 0.72% +2,544 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: restricted; 2024Q4: 8,599 shares; 2025Q1: 8,364 shares; 2025Q2: 8,294 shares; 2025Q3: 8,411 shares; 2025Q4: 8,075 shares; 2026Q1: 7,954 shares 7,954 $2.47M 0.67% -121 Timeline WTV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,696 shares; 2025Q4: 12,464 shares; 2026Q1: 22,226 shares 22,226 $2.17M 0.59% +9,762 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: restricted; 2024Q4: 12,808 shares; 2025Q1: 12,808 shares; 2025Q2: 12,630 shares; 2025Q3: 12,596 shares; 2025Q4: 12,596 shares; 2026Q1: 12,065 shares 12,065 $2.15M 0.59% -531 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: restricted; 2024Q4: 16,693 shares; 2025Q1: 16,693 shares; 2025Q2: 16,446 shares; 2025Q3: 16,406 shares; 2025Q4: 16,406 shares; 2026Q1: 16,168 shares 16,168 $2.07M 0.57% -238 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,290 shares; 2025Q1: 15,290 shares; 2025Q2: 15,290 shares; 2025Q3: 15,290 shares; 2025Q4: 15,290 shares; 2026Q1: 15,290 shares 15,290 $2.07M 0.56% 0 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: restricted; 2024Q4: 10,108 shares; 2025Q1: 29,440 shares; 2025Q2: 29,440 shares; 2025Q3: 29,440 shares; 2025Q4: 29,440 shares; 2026Q1: 29,570 shares 29,570 $2.03M 0.56% +130 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: restricted; 2024Q4: 8,814 shares; 2025Q1: 13,827 shares; 2025Q2: 13,151 shares; 2025Q3: 21,007 shares; 2025Q4: 13,189 shares; 2026Q1: 13,275 shares 13,275 $2.02M 0.55% +86 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: restricted; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,160 shares; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares; 2026Q1: 3,640 shares 3,640 $1.89M 0.52% +497 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,075 shares; 2025Q4: 32,235 shares; 2026Q1: 64,797 shares 64,797 $1.84M 0.5% +32,562 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,500 shares; 2025Q1: 40,500 shares; 2025Q2: 40,500 shares; 2025Q3: 40,500 shares; 2025Q4: 40,500 shares; 2026Q1: 40,500 shares 40,500 $1.73M 0.47% 0 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: restricted; 2024Q4: 32,438 shares; 2025Q1: 32,438 shares; 2025Q2: 29,311 shares; 2025Q3: 29,236 shares; 2025Q4: 29,236 shares; 2026Q1: 28,646 shares 28,646 $1.53M 0.42% -590 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,709 shares; 2025Q1: 14,711 shares; 2025Q2: 17,091 shares; 2025Q3: 17,091 shares; 2025Q4: 17,791 shares; 2026Q1: 18,723 shares 18,723 $1.43M 0.39% +932 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: restricted; 2024Q4: 11,012 shares; 2025Q1: 11,012 shares; 2025Q2: 11,012 shares; 2025Q3: 10,967 shares; 2025Q4: 10,967 shares; 2026Q1: 10,967 shares 10,967 $1.39M 0.38% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 976 shares 976 $1.38M 0.38% -3 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: restricted; 2024Q4: 13,888 shares; 2025Q1: 13,888 shares; 2025Q2: 13,674 shares; 2025Q3: 13,637 shares; 2025Q4: 13,637 shares; 2026Q1: 13,403 shares 13,403 $1.37M 0.37% -234 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: restricted; 2024Q4: 6,113 shares; 2025Q1: 6,343 shares; 2025Q2: 6,354 shares; 2025Q3: 6,534 shares; 2025Q4: 6,431 shares; 2026Q1: 6,420 shares 6,420 $1.34M 0.37% -11 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: restricted; 2024Q4: 2,005 shares; 2025Q1: 2,571 shares; 2025Q2: 2,745 shares; 2025Q3: 1,987 shares; 2025Q4: 2,001 shares; 2026Q1: 1,957 shares 1,957 $1.32M 0.36% -44 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,135 shares; 2025Q2: 4,727 shares; 2025Q3: 4,727 shares; 2025Q4: 4,727 shares; 2026Q1: 4,727 shares 4,727 $1.28M 0.35% 0 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: restricted; 2024Q4: 2,826 shares; 2025Q1: 9,099 shares; 2025Q2: 8,041 shares; 2025Q3: 8,033 shares; 2025Q4: 8,033 shares; 2026Q1: 8,020 shares 8,020 $1.27M 0.35% -13 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,551 shares; 2025Q1: 12,551 shares; 2025Q2: 12,551 shares; 2025Q3: 12,551 shares; 2025Q4: 12,551 shares; 2026Q1: 11,870 shares 11,870 $1.27M 0.35% -681 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: restricted; 2024Q4: 3,681 shares; 2025Q1: 3,681 shares; 2025Q2: 3,681 shares; 2025Q3: 3,681 shares; 2025Q4: 3,681 shares; 2026Q1: 3,681 shares 3,681 $1.23M 0.34% 0 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: restricted; 2024Q4: 5,056 shares; 2025Q1: 5,056 shares; 2025Q2: 4,958 shares; 2025Q3: 4,942 shares; 2025Q4: 4,942 shares; 2026Q1: 4,844 shares 4,844 $1.22M 0.33% -98 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: restricted; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares; 2025Q4: 2,428 shares; 2026Q1: 2,428 shares 2,428 $1.18M 0.32% 0 Timeline IWO 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: restricted; 2024Q4: 3,159 shares; 2025Q1: 3,159 shares; 2025Q2: 3,159 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares; 2026Q1: 3,159 shares 3,159 $1.1M 0.3% 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: restricted; 2024Q4: 14,137 shares; 2025Q1: 14,137 shares; 2025Q2: 14,167 shares; 2025Q3: 33,125 shares; 2025Q4: 14,393 shares; 2026Q1: 13,485 shares 13,485 $1.1M 0.3% -908 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: restricted; 2024Q4: 3,157 shares; 2025Q1: 3,157 shares; 2025Q2: 3,185 shares; 2025Q3: 3,251 shares; 2025Q4: 3,241 shares; 2026Q1: 3,213 shares 3,213 $1.07M 0.29% -28 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: restricted; 2024Q4: 1,247 shares; 2025Q1: 1,247 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,157 shares 1,157 $1.05M 0.29% -100 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,484 shares; 2025Q1: 6,672 shares; 2025Q2: 6,691 shares; 2025Q3: 6,691 shares; 2025Q4: 6,691 shares; 2026Q1: 6,691 shares 6,691 $1.03M 0.28% 0 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: restricted; 2024Q4: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,092 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares; 2026Q1: 4,003 shares 4,003 $1.02M 0.28% -76 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: restricted; 2024Q4: 10,189 shares; 2025Q1: 10,189 shares; 2025Q2: 10,125 shares; 2025Q3: 10,109 shares; 2025Q4: 10,109 shares; 2026Q1: 9,703 shares 9,703 $1.01M 0.28% -406 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: restricted; 2024Q4: 5,060 shares; 2025Q1: 4,860 shares; 2025Q2: 4,383 shares; 2025Q3: 4,366 shares; 2025Q4: 4,366 shares; 2026Q1: 4,268 shares 4,268 $1M 0.27% -98 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: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $974K 0.27% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,461 shares; 2025Q1: 19,461 shares; 2025Q2: 19,461 shares; 2025Q3: 19,461 shares; 2025Q4: 19,461 shares; 2026Q1: 19,407 shares 19,407 $941K 0.26% -54 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,178 shares; 2025Q3: 6,139 shares; 2025Q4: 6,139 shares; 2026Q1: 5,895 shares 5,895 $928K 0.25% -244 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: restricted; 2024Q4: 4,341 shares; 2025Q1: 4,836 shares; 2025Q2: 4,874 shares; 2025Q3: 4,880 shares; 2025Q4: 4,880 shares; 2026Q1: 4,852 shares 4,852 $913K 0.25% -28 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,503 shares; 2025Q1: 9,167 shares; 2025Q2: 9,167 shares; 2025Q3: 9,167 shares; 2025Q4: 9,167 shares; 2026Q1: 9,351 shares 9,351 $899K 0.25% +184 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: restricted; 2024Q4: 11,569 shares; 2025Q1: 11,569 shares; 2025Q2: 12,259 shares; 2025Q3: 12,259 shares; 2025Q4: 12,259 shares; 2026Q1: 12,259 shares 12,259 $876K 0.24% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,521 shares; 2025Q3: 4,521 shares; 2025Q4: 4,521 shares; 2026Q1: 4,521 shares 4,521 $876K 0.24% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,717 shares; 2025Q1: 5,455 shares; 2025Q2: 5,460 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares; 2026Q1: 5,455 shares 5,455 $852K 0.23% -5 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: restricted; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 1,175 shares; 2026Q1: 1,143 shares 1,143 $806K 0.22% -32 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,621 shares; 2025Q1: 14,621 shares; 2025Q2: 15,710 shares; 2025Q3: 15,710 shares; 2025Q4: 16,210 shares; 2026Q1: 28,300 shares 28,300 $803K 0.22% +12,090 Timeline LPRE EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,646 shares 28,646 $798K 0.22% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 8,899 shares; 2025Q3: 8,836 shares; 2025Q4: 8,836 shares; 2026Q1: 8,426 shares 8,426 $781K 0.21% -410 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: restricted; 2024Q4: 2,549 shares; 2025Q1: 2,546 shares; 2025Q2: 2,564 shares; 2025Q3: 2,548 shares; 2025Q4: 2,548 shares; 2026Q1: 2,533 shares 2,533 $757K 0.21% -15 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: restricted; 2024Q4: 9,677 shares; 2025Q1: 9,677 shares; 2025Q2: 8,544 shares; 2025Q3: 8,544 shares; 2025Q4: 8,544 shares; 2026Q1: 8,477 shares 8,477 $716K 0.2% -67 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: restricted; 2024Q4: not reported; 2025Q1: 8,926 shares; 2025Q2: 8,969 shares; 2025Q3: 8,969 shares; 2025Q4: 8,969 shares; 2026Q1: 8,969 shares 8,969 $674K 0.18% 0 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: restricted; 2024Q4: 6,292 shares; 2025Q1: 6,008 shares; 2025Q2: 6,641 shares; 2025Q3: 6,628 shares; 2025Q4: 6,628 shares; 2026Q1: 6,533 shares 6,533 $643K 0.18% -95 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: restricted; 2024Q4: 2,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,574 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 1,574 shares 1,574 $627K 0.17% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,310 shares; 2025Q1: 8,310 shares; 2025Q2: 8,310 shares; 2025Q3: 8,310 shares; 2025Q4: 8,310 shares; 2026Q1: 8,310 shares 8,310 $626K 0.17% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,420 shares 50,420 $625K 0.17% new 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: restricted; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 4,374 shares; 2025Q3: 4,361 shares; 2025Q4: 4,346 shares; 2026Q1: 4,270 shares 4,270 $611K 0.17% -76 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: restricted; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 993 shares; 2026Q1: 993 shares 993 $603K 0.17% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,941 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 2,891 shares 2,891 $582K 0.16% -44 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: restricted; 2024Q4: 2,428 shares; 2025Q1: 2,428 shares; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares; 2025Q4: 2,514 shares; 2026Q1: 2,514 shares 2,514 $574K 0.16% 0 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: restricted; 2024Q4: not reported; 2025Q1: 2,574 shares; 2025Q2: 2,574 shares; 2025Q3: 2,574 shares; 2025Q4: 5,496 shares; 2026Q1: 5,496 shares 5,496 $566K 0.15% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 522 shares 522 $559K 0.15% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,605 shares; 2026Q1: 26,458 shares 26,458 $554K 0.15% +7,853 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: restricted; 2024Q4: 9,195 shares; 2025Q1: 9,195 shares; 2025Q2: 9,274 shares; 2025Q3: 9,274 shares; 2025Q4: 9,195 shares; 2026Q1: 9,195 shares 9,195 $542K 0.15% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,025 shares; 2025Q1: 2,225 shares; 2025Q2: 2,193 shares; 2025Q3: 2,187 shares; 2025Q4: 2,167 shares; 2026Q1: 2,129 shares 2,129 $534K 0.15% -38 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: restricted; 2024Q4: 1,574 shares; 2025Q1: 2,174 shares; 2025Q2: 2,189 shares; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares; 2026Q1: 2,114 shares 2,114 $512K 0.14% -75 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,261 shares 2,261 $510K 0.14% new Timeline DGRS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,779 shares; 2026Q1: 9,052 shares 9,052 $501K 0.14% +273 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: restricted; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares; 2026Q1: 1,663 shares 1,663 $496K 0.14% 0 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: restricted; 2024Q4: 7,839 shares; 2025Q1: 7,839 shares; 2025Q2: 7,839 shares; 2025Q3: 7,839 shares; 2025Q4: 7,839 shares; 2026Q1: 7,839 shares 7,839 $490K 0.13% 0 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: restricted; 2024Q4: 3,984 shares; 2025Q1: 3,946 shares; 2025Q2: 3,942 shares; 2025Q3: 4,512 shares; 2025Q4: 3,942 shares; 2026Q1: 3,897 shares 3,897 $486K 0.13% -45 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: restricted; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $484K 0.13% 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: restricted; 2024Q4: 4,449 shares; 2025Q1: 4,897 shares; 2025Q2: 5,150 shares; 2025Q3: 5,146 shares; 2025Q4: 5,165 shares; 2026Q1: 5,137 shares 5,137 $477K 0.13% -28 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: restricted; 2024Q4: 3,184 shares; 2025Q1: 3,184 shares; 2025Q2: 2,946 shares; 2025Q3: 2,938 shares; 2025Q4: 2,938 shares; 2026Q1: 2,885 shares 2,885 $471K 0.13% -53 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: restricted; 2024Q4: 1,477 shares; 2025Q1: 1,405 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares; 2026Q1: 1,405 shares 1,405 $471K 0.13% -2 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,274 shares; 2026Q1: 2,274 shares 2,274 $462K 0.13% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,552 shares; 2025Q1: 2,952 shares; 2025Q2: 4,704 shares; 2025Q3: 4,696 shares; 2025Q4: 4,696 shares; 2026Q1: 4,618 shares 4,618 $461K 0.13% -78 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: restricted; 2024Q4: 1,066 shares; 2025Q1: 1,363 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares; 2026Q1: 1,363 shares 1,363 $460K 0.13% -4 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: restricted; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares 3,375 $454K 0.12% 0 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: restricted; 2024Q4: 1,625 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,570 shares; 2026Q1: 1,387 shares 1,387 $439K 0.12% -183 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,483 shares; 2025Q1: 5,483 shares; 2025Q2: 5,483 shares; 2025Q3: 5,483 shares; 2025Q4: 5,483 shares; 2026Q1: 5,483 shares 5,483 $421K 0.12% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 813 shares 813 $420K 0.11% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,918 shares; 2025Q1: 4,918 shares; 2025Q2: 4,918 shares; 2025Q3: 4,918 shares; 2025Q4: 4,548 shares; 2026Q1: 4,548 shares 4,548 $418K 0.11% 0 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: restricted; 2024Q4: 1,519 shares; 2025Q1: 1,339 shares; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,339 shares 1,339 $411K 0.11% -3 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $410K 0.11% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,661 shares; 2025Q1: 2,661 shares; 2025Q2: 2,521 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 2,360 shares 2,360 $410K 0.11% -138 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: restricted; 2024Q4: 7,928 shares; 2025Q1: 4,017 shares; 2025Q2: 4,017 shares; 2025Q3: 4,017 shares; 2025Q4: 4,017 shares; 2026Q1: 4,017 shares 4,017 $382K 0.1% 0 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: restricted; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 1,648 shares 1,648 $373K 0.1% -5 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares 1,230 $370K 0.1% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,890 shares; 2025Q1: 3,890 shares; 2025Q2: 3,877 shares; 2025Q3: 3,877 shares; 2025Q4: 3,877 shares; 2026Q1: 3,870 shares 3,870 $369K 0.1% -7 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares; 2026Q1: 2,963 shares 2,963 $366K 0.1% 0 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: restricted; 2024Q4: 4,690 shares; 2025Q1: not reported; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 2,134 shares; 2026Q1: 1,809 shares 1,809 $359K 0.1% -325 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 3,710 shares; 2026Q1: 3,700 shares 3,700 $357K 0.1% -10 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,178 shares; 2025Q1: 1,178 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,178 shares; 2026Q1: 1,178 shares 1,178 $350K 0.1% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,661 shares 2,661 $349K 0.1% new 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: restricted; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 1,955 shares; 2025Q3: 1,845 shares; 2025Q4: 1,845 shares; 2026Q1: 1,768 shares 1,768 $346K 0.09% -77 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $342K 0.09% 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: restricted; 2024Q4: 598 shares; 2025Q1: 429 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 581 shares 581 $339K 0.09% -9 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $322K 0.09% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,459 shares; 2025Q1: 2,459 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares 2,572 $313K 0.09% 0 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: not reported; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares 8,100 $310K 0.08% 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: restricted; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,101 shares; 2026Q1: 2,099 shares 2,099 $295K 0.08% -2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,350 shares 1,350 $288K 0.08% -5 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,798 shares; 2025Q2: 1,798 shares; 2025Q3: 1,798 shares; 2025Q4: 1,798 shares; 2026Q1: 1,798 shares 1,798 $287K 0.08% 0 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,378 shares 4,378 $283K 0.08% new 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: restricted; 2024Q4: 3,404 shares; 2025Q1: 3,404 shares; 2025Q2: 3,404 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares; 2026Q1: 3,404 shares 3,404 $276K 0.08% 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: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,204 shares; 2025Q3: 1,197 shares; 2025Q4: 1,274 shares; 2026Q1: 1,313 shares 1,313 $263K 0.07% +39 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,866 shares; 2025Q1: 15,866 shares; 2025Q2: 15,866 shares; 2025Q3: 15,866 shares; 2025Q4: 15,866 shares; 2026Q1: 15,866 shares 15,866 $263K 0.07% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,760 shares; 2025Q1: 2,756 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $251K 0.07% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $248K 0.07% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 1,850 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,100 shares 1,100 $246K 0.07% -2 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 2,553 shares; 2026Q1: 2,413 shares 2,413 $246K 0.07% -140 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $242K 0.07% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 225 shares 225 $231K 0.06% -3 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: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 1,244 shares; 2026Q1: 1,263 shares 1,263 $229K 0.06% +19 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: restricted; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,815 shares 1,815 $225K 0.06% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 2,474 shares; 2026Q1: 2,474 shares 2,474 $223K 0.06% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,320 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares 2,320 $222K 0.06% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,691 shares; 2025Q4: not reported; 2026Q1: 2,691 shares 2,691 $221K 0.06% new Timeline CSD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,767 shares 1,767 $219K 0.06% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 325 shares 325 $208K 0.06% -66 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 12,000 shares; 2025Q2: 9,451 shares; 2025Q3: 8,151 shares; 2025Q4: 4,046 shares; 2026Q1: 4,146 shares 4,146 $208K 0.06% +100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 842 shares 842 $204K 0.06% new Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $55.9K 0.02% new Timeline Envirochem, Inc Envirochem, Inc More: the full row for Envirochem, Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares; 2026Q1: 27,500 shares 27,500 $3 <0.01% 0