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: 671,569 shares; 2024Q4: 657,360 shares; 2025Q1: 651,093 shares; 2025Q2: 653,458 shares; 2025Q3: 663,420 shares; 2025Q4: 647,872 shares; 2026Q1: 649,068 shares 649,068 $165M 4.61% +1,196 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: 634,679 shares; 2024Q4: 623,095 shares; 2025Q1: 617,887 shares; 2025Q2: 613,450 shares; 2025Q3: 601,078 shares; 2025Q4: 582,636 shares; 2026Q1: 572,130 shares 572,130 $164M 4.59% -10,506 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: 380,179 shares; 2024Q4: 374,820 shares; 2025Q1: 376,706 shares; 2025Q2: 373,428 shares; 2025Q3: 365,389 shares; 2025Q4: 362,466 shares; 2026Q1: 367,393 shares 367,393 $136M 3.81% +4,927 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: 787,645 shares; 2024Q4: 796,886 shares; 2025Q1: 817,056 shares; 2025Q2: 810,168 shares; 2025Q3: 808,684 shares; 2025Q4: 790,209 shares; 2026Q1: 789,676 shares 789,676 $117M 3.27% -533 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: 404,864 shares; 2024Q4: 391,110 shares; 2025Q1: 382,944 shares; 2025Q2: 378,038 shares; 2025Q3: 373,794 shares; 2025Q4: 373,159 shares; 2026Q1: 372,690 shares 372,690 $91.1M 2.55% -469 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: 248,197 shares; 2024Q4: 250,382 shares; 2025Q1: 247,775 shares; 2025Q2: 246,306 shares; 2025Q3: 246,742 shares; 2025Q4: 248,348 shares; 2026Q1: 248,836 shares 248,836 $81.8M 2.29% +488 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: 286,617 shares; 2024Q4: 281,768 shares; 2025Q1: 274,397 shares; 2025Q2: 264,702 shares; 2025Q3: 261,424 shares; 2025Q4: 257,999 shares; 2026Q1: 256,559 shares 256,559 $77.5M 2.17% -1,440 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: 246,049 shares; 2024Q4: 252,390 shares; 2025Q1: 250,288 shares; 2025Q2: 249,795 shares; 2025Q3: 250,756 shares; 2025Q4: 252,744 shares; 2026Q1: 258,029 shares 258,029 $75.9M 2.12% +5,285 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: 149,820 shares; 2024Q4: 153,000 shares; 2025Q1: 159,483 shares; 2025Q2: 160,220 shares; 2025Q3: 157,225 shares; 2025Q4: 156,960 shares; 2026Q1: 159,565 shares 159,565 $69.7M 1.95% +2,605 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: 314,679 shares; 2024Q4: 317,835 shares; 2025Q1: 314,543 shares; 2025Q2: 319,094 shares; 2025Q3: 320,828 shares; 2025Q4: 321,946 shares; 2026Q1: 333,418 shares 333,418 $69.4M 1.94% +11,472 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: 576,144 shares; 2024Q4: 564,884 shares; 2025Q1: 563,657 shares; 2025Q2: 520,141 shares; 2025Q3: 520,181 shares; 2025Q4: 511,020 shares; 2026Q1: 503,081 shares 503,081 $60.5M 1.69% -7,939 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: 255,732 shares; 2024Q4: 256,081 shares; 2025Q1: 264,608 shares; 2025Q2: 267,123 shares; 2025Q3: 268,267 shares; 2025Q4: 270,248 shares; 2026Q1: 273,604 shares 273,604 $59.5M 1.67% +3,356 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: 116,978 shares; 2024Q4: 118,263 shares; 2025Q1: 116,201 shares; 2025Q2: 116,220 shares; 2025Q3: 115,284 shares; 2025Q4: 114,178 shares; 2026Q1: 112,397 shares 112,397 $53.9M 1.51% -1,781 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: 48,160 shares; 2024Q4: 47,774 shares; 2025Q1: 48,086 shares; 2025Q2: 48,819 shares; 2025Q3: 51,117 shares; 2025Q4: 52,404 shares; 2026Q1: 53,354 shares 53,354 $53.2M 1.49% +950 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: 206,378 shares; 2024Q4: 205,827 shares; 2025Q1: 196,944 shares; 2025Q2: 196,054 shares; 2025Q3: 194,235 shares; 2025Q4: 183,947 shares; 2026Q1: 184,297 shares 184,297 $53M 1.48% +350 Timeline 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: 88,670 shares; 2024Q4: 135,077 shares; 2025Q1: 170,148 shares; 2025Q2: 203,043 shares; 2025Q3: 300,726 shares; 2025Q4: 531,593 shares; 2026Q1: 606,886 shares 606,886 $50.2M 1.41% +75,293 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: 252,911 shares; 2024Q4: 262,062 shares; 2025Q1: 249,074 shares; 2025Q2: 255,838 shares; 2025Q3: 271,185 shares; 2025Q4: 275,923 shares; 2026Q1: 287,720 shares 287,720 $50.2M 1.4% +11,797 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850,278 shares; 2024Q4: 831,289 shares; 2025Q1: 822,992 shares; 2025Q2: 802,192 shares; 2025Q3: 789,349 shares; 2025Q4: 1,176,417 shares; 2026Q1: 1,180,188 shares 1,180,188 $47.8M 1.34% +3,771 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: 91,056 shares; 2024Q4: 91,066 shares; 2025Q1: 88,679 shares; 2025Q2: 86,475 shares; 2025Q3: 86,322 shares; 2025Q4: 85,136 shares; 2026Q1: 83,886 shares 83,886 $41.9M 1.17% -1,250 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,258 shares; 2024Q4: 320,468 shares; 2025Q1: 310,844 shares; 2025Q2: 305,971 shares; 2025Q3: 297,052 shares; 2025Q4: 294,409 shares; 2026Q1: 297,829 shares 297,829 $40.5M 1.13% +3,420 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: 266,248 shares; 2024Q4: 265,420 shares; 2025Q1: 264,304 shares; 2025Q2: 264,026 shares; 2025Q3: 253,268 shares; 2025Q4: 255,189 shares; 2026Q1: 261,908 shares 261,908 $38.5M 1.08% +6,719 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,390 shares; 2024Q4: 174,420 shares; 2025Q1: 178,116 shares; 2025Q2: 181,666 shares; 2025Q3: 182,210 shares; 2025Q4: 179,530 shares; 2026Q1: 177,168 shares 177,168 $38.1M 1.07% -2,362 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: 162,730 shares; 2024Q4: 172,505 shares; 2025Q1: 173,250 shares; 2025Q2: 172,001 shares; 2025Q3: 171,898 shares; 2025Q4: 174,174 shares; 2026Q1: 177,375 shares 177,375 $36.7M 1.03% +3,201 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: 165,804 shares; 2024Q4: 162,423 shares; 2025Q1: 154,720 shares; 2025Q2: 151,652 shares; 2025Q3: 145,922 shares; 2025Q4: 173,603 shares; 2026Q1: 211,243 shares 211,243 $35.8M 1% +37,640 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: 109,789 shares; 2024Q4: 112,503 shares; 2025Q1: 110,444 shares; 2025Q2: 108,528 shares; 2025Q3: 107,468 shares; 2025Q4: 105,837 shares; 2026Q1: 104,398 shares 104,398 $35.8M 1% -1,439 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669,184 shares; 2024Q4: 654,611 shares; 2025Q1: 650,761 shares; 2025Q2: 645,122 shares; 2025Q3: 651,484 shares; 2025Q4: 655,697 shares; 2026Q1: 658,986 shares 658,986 $35.7M 1% +3,289 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: 141,810 shares; 2024Q4: 161,941 shares; 2025Q1: 175,239 shares; 2025Q2: 173,246 shares; 2025Q3: 170,325 shares; 2025Q4: 166,619 shares; 2026Q1: 172,978 shares 172,978 $35.2M 0.99% +6,359 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: 95,424 shares; 2024Q4: 95,552 shares; 2025Q1: 96,877 shares; 2025Q2: 96,331 shares; 2025Q3: 102,803 shares; 2025Q4: 104,779 shares; 2026Q1: 112,133 shares 112,133 $34.7M 0.97% +7,354 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: 20,100 shares; 2024Q4: 24,165 shares; 2025Q1: 26,726 shares; 2025Q2: 27,567 shares; 2025Q3: 30,156 shares; 2025Q4: 33,722 shares; 2026Q1: 36,471 shares 36,471 $33.5M 0.94% +2,749 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,297 shares; 2024Q4: 232,623 shares; 2025Q1: 226,896 shares; 2025Q2: 221,235 shares; 2025Q3: 203,966 shares; 2025Q4: 185,133 shares; 2026Q1: 168,587 shares 168,587 $33.4M 0.94% -16,546 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: 63,581 shares; 2024Q4: 61,419 shares; 2025Q1: 62,674 shares; 2025Q2: 63,411 shares; 2025Q3: 62,086 shares; 2025Q4: 60,800 shares; 2026Q1: 60,285 shares 60,285 $32.4M 0.91% -515 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,161 shares; 2024Q4: 38,217 shares; 2025Q1: 38,614 shares; 2025Q2: 36,968 shares; 2025Q3: 37,067 shares; 2025Q4: 36,352 shares; 2026Q1: 36,047 shares 36,047 $31.2M 0.87% -305 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: 6,455 shares; 2024Q4: 18,285 shares; 2025Q1: 21,380 shares; 2025Q2: 22,903 shares; 2025Q3: 23,322 shares; 2025Q4: 22,703 shares; 2026Q1: 22,842 shares 22,842 $30.2M 0.84% +139 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: 28,915 shares; 2024Q4: 31,791 shares; 2025Q1: 32,846 shares; 2025Q2: 39,073 shares; 2025Q3: 41,676 shares; 2025Q4: 47,849 shares; 2026Q1: 51,795 shares 51,795 $29.6M 0.83% +3,946 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: 156,542 shares; 2024Q4: 165,201 shares; 2025Q1: 168,866 shares; 2025Q2: 167,759 shares; 2025Q3: 172,874 shares; 2025Q4: 179,679 shares; 2026Q1: 184,311 shares 184,311 $29.4M 0.82% +4,632 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: 131,042 shares; 2024Q4: 127,217 shares; 2025Q1: 122,525 shares; 2025Q2: 118,264 shares; 2025Q3: 118,648 shares; 2025Q4: 116,721 shares; 2026Q1: 120,599 shares 120,599 $29.2M 0.82% +3,878 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: 45,387 shares; 2024Q4: 46,329 shares; 2025Q1: 41,679 shares; 2025Q2: 38,530 shares; 2025Q3: 37,772 shares; 2025Q4: 37,931 shares; 2026Q1: 39,177 shares 39,177 $27.8M 0.78% +1,246 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,881 shares; 2024Q4: 217,413 shares; 2025Q1: 212,888 shares; 2025Q2: 210,487 shares; 2025Q3: 209,612 shares; 2025Q4: 204,662 shares; 2026Q1: 202,709 shares 202,709 $27.5M 0.77% -1,953 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: 125,184 shares; 2024Q4: 127,584 shares; 2025Q1: 123,039 shares; 2025Q2: 119,486 shares; 2025Q3: 118,866 shares; 2025Q4: 116,599 shares; 2026Q1: 115,075 shares 115,075 $26M 0.73% -1,524 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: 149,892 shares; 2024Q4: 159,986 shares; 2025Q1: 171,784 shares; 2025Q2: 180,709 shares; 2025Q3: 183,854 shares; 2025Q4: 196,648 shares; 2026Q1: 205,559 shares 205,559 $25.5M 0.72% +8,911 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: 80,304 shares; 2024Q4: 80,892 shares; 2025Q1: 77,769 shares; 2025Q2: 74,716 shares; 2025Q3: 73,528 shares; 2025Q4: 72,299 shares; 2026Q1: 70,996 shares 70,996 $25M 0.7% -1,303 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: 144,864 shares; 2024Q4: 156,175 shares; 2025Q1: 161,848 shares; 2025Q2: 173,486 shares; 2025Q3: 226,313 shares; 2025Q4: 243,616 shares; 2026Q1: 247,047 shares 247,047 $24.5M 0.69% +3,431 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: 262,016 shares; 2024Q4: 263,186 shares; 2025Q1: 265,140 shares; 2025Q2: 258,826 shares; 2025Q3: 260,453 shares; 2025Q4: 262,532 shares; 2026Q1: 263,622 shares 263,622 $24.5M 0.69% +1,090 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: 124,769 shares; 2024Q4: 124,706 shares; 2025Q1: 126,524 shares; 2025Q2: 121,742 shares; 2025Q3: 120,824 shares; 2025Q4: 121,803 shares; 2026Q1: 123,172 shares 123,172 $23.8M 0.67% +1,369 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: 193,174 shares; 2024Q4: 185,794 shares; 2025Q1: 177,441 shares; 2025Q2: 156,603 shares; 2025Q3: 153,374 shares; 2025Q4: 148,704 shares; 2026Q1: 149,191 shares 149,191 $23.2M 0.65% +487 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: 126,063 shares; 2024Q4: 126,826 shares; 2025Q1: 127,175 shares; 2025Q2: 126,277 shares; 2025Q3: 123,733 shares; 2025Q4: 129,211 shares; 2026Q1: 114,684 shares 114,684 $21.4M 0.6% -14,527 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: 188,448 shares; 2024Q4: 189,635 shares; 2025Q1: 186,931 shares; 2025Q2: 185,221 shares; 2025Q3: 184,080 shares; 2025Q4: 175,643 shares; 2026Q1: 146,492 shares 146,492 $21.2M 0.59% -29,151 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: 16,907 shares; 2024Q4: 18,431 shares; 2025Q1: 18,832 shares; 2025Q2: 19,426 shares; 2025Q3: 20,763 shares; 2025Q4: 22,110 shares; 2026Q1: 24,084 shares 24,084 $20.4M 0.57% +1,974 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,658 shares; 2024Q4: 223,768 shares; 2025Q1: 214,312 shares; 2025Q2: 208,137 shares; 2025Q3: 206,331 shares; 2025Q4: 206,221 shares; 2026Q1: 204,410 shares 204,410 $19.7M 0.55% -1,811 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: 50,277 shares; 2024Q4: 50,616 shares; 2025Q1: 49,107 shares; 2025Q2: 51,985 shares; 2025Q3: 54,584 shares; 2025Q4: 57,858 shares; 2026Q1: 59,693 shares 59,693 $19.6M 0.55% +1,835 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,564 shares; 2024Q4: 207,012 shares; 2025Q1: 226,544 shares; 2025Q2: 218,219 shares; 2025Q3: 202,043 shares; 2025Q4: 198,607 shares; 2026Q1: 199,410 shares 199,410 $19.5M 0.55% +803 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: 24,720 shares; 2024Q4: 25,385 shares; 2025Q1: 24,740 shares; 2025Q2: 26,452 shares; 2025Q3: 27,207 shares; 2025Q4: 28,596 shares; 2026Q1: 29,594 shares 29,594 $19.2M 0.54% +998 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,040 shares; 2024Q4: 67,199 shares; 2025Q1: 65,042 shares; 2025Q2: 61,896 shares; 2025Q3: 60,670 shares; 2025Q4: 58,496 shares; 2026Q1: 57,756 shares 57,756 $18.8M 0.53% -740 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: 245,534 shares; 2024Q4: 222,708 shares; 2025Q1: 224,167 shares; 2025Q2: 214,770 shares; 2025Q3: 210,618 shares; 2025Q4: 193,084 shares; 2026Q1: 185,221 shares 185,221 $17.9M 0.5% -7,863 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: 281,752 shares; 2024Q4: 275,326 shares; 2025Q1: 263,808 shares; 2025Q2: 246,376 shares; 2025Q3: 237,973 shares; 2025Q4: 202,535 shares; 2026Q1: 198,806 shares 198,806 $17.8M 0.5% -3,729 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: 8,591 shares; 2024Q4: 23,836 shares; 2025Q1: 39,997 shares; 2025Q2: 39,462 shares; 2025Q3: 42,739 shares; 2025Q4: 51,233 shares; 2026Q1: 52,624 shares 52,624 $17.8M 0.5% +1,391 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: 4,581 shares; 2024Q4: 5,037 shares; 2025Q1: 15,476 shares; 2025Q2: 26,978 shares; 2025Q3: 29,536 shares; 2025Q4: 40,361 shares; 2026Q1: 40,690 shares 40,690 $17.5M 0.49% +329 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: 67,676 shares; 2024Q4: 67,738 shares; 2025Q1: 66,424 shares; 2025Q2: 66,694 shares; 2025Q3: 66,722 shares; 2025Q4: 66,254 shares; 2026Q1: 66,044 shares 66,044 $16.1M 0.45% -210 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,102 shares; 2024Q4: 26,041 shares; 2025Q1: 31,774 shares; 2025Q2: 41,124 shares; 2025Q3: 40,398 shares; 2025Q4: 40,014 shares; 2026Q1: 42,412 shares 42,412 $15.8M 0.44% +2,398 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,043 shares; 2024Q4: 181,582 shares; 2025Q1: 175,698 shares; 2025Q2: 343,886 shares; 2025Q3: 341,364 shares; 2025Q4: 341,814 shares; 2026Q1: 338,168 shares 338,168 $15.7M 0.44% -3,646 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: 135,575 shares; 2024Q4: 135,591 shares; 2025Q1: 135,601 shares; 2025Q2: 132,193 shares; 2025Q3: 125,831 shares; 2025Q4: 119,143 shares; 2026Q1: 117,981 shares 117,981 $15.5M 0.43% -1,162 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: 46,164 shares; 2024Q4: 47,949 shares; 2025Q1: 49,482 shares; 2025Q2: 50,421 shares; 2025Q3: 49,337 shares; 2025Q4: 49,997 shares; 2026Q1: 50,697 shares 50,697 $15.3M 0.43% +700 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: 51,621 shares; 2024Q4: 60,942 shares; 2025Q1: 102,235 shares; 2025Q2: 110,081 shares; 2025Q3: 126,198 shares; 2025Q4: 181,509 shares; 2026Q1: 192,025 shares 192,025 $15.2M 0.43% +10,516 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: 147,708 shares; 2024Q4: 149,203 shares; 2025Q1: 145,767 shares; 2025Q2: 141,875 shares; 2025Q3: 140,569 shares; 2025Q4: 139,200 shares; 2026Q1: 138,795 shares 138,795 $14.3M 0.4% -405 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: 13,170 shares; 2024Q4: 14,138 shares; 2025Q1: 13,613 shares; 2025Q2: 14,850 shares; 2025Q3: 18,330 shares; 2025Q4: 21,914 shares; 2026Q1: 23,476 shares 23,476 $14.2M 0.4% +1,562 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: 11,802 shares; 2024Q4: 11,417 shares; 2025Q1: 10,898 shares; 2025Q2: 162,428 shares; 2025Q3: 160,855 shares; 2025Q4: 159,232 shares; 2026Q1: 153,241 shares 153,241 $14.1M 0.4% -5,991 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,709 shares; 2024Q4: 26,985 shares; 2025Q1: 30,905 shares; 2025Q2: 31,526 shares; 2025Q3: 32,650 shares; 2025Q4: 35,781 shares; 2026Q1: 41,819 shares 41,819 $14.1M 0.4% +6,038 Timeline FLOT 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: 82,153 shares; 2025Q1: 423,038 shares; 2025Q2: 397,908 shares; 2025Q3: 332,715 shares; 2025Q4: 275,454 shares; 2026Q1: 264,967 shares 264,967 $13.5M 0.38% -10,487 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: 63,504 shares; 2024Q4: 64,196 shares; 2025Q1: 76,564 shares; 2025Q2: 86,481 shares; 2025Q3: 87,103 shares; 2025Q4: 89,376 shares; 2026Q1: 103,927 shares 103,927 $13.1M 0.37% +14,551 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 6,131 shares; 2025Q4: 171,001 shares; 2026Q1: 190,175 shares 190,175 $13M 0.36% +19,174 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,413 shares; 2024Q4: 168,508 shares; 2025Q1: 160,623 shares; 2025Q2: 156,908 shares; 2025Q3: 155,604 shares; 2025Q4: 154,184 shares; 2026Q1: 153,077 shares 153,077 $12.4M 0.35% -1,107 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: 55,614 shares; 2024Q4: 52,614 shares; 2025Q1: 51,411 shares; 2025Q2: 48,739 shares; 2025Q3: 48,739 shares; 2025Q4: 47,277 shares; 2026Q1: 141,935 shares 141,935 $12.1M 0.34% +94,658 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,052 shares; 2025Q1: 2,526 shares; 2025Q2: 3,392 shares; 2025Q3: 4,454 shares; 2025Q4: 73,398 shares; 2026Q1: 125,321 shares 125,321 $12M 0.34% +51,923 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,180 shares; 2024Q4: 74,061 shares; 2025Q1: 94,716 shares; 2025Q2: 81,198 shares; 2025Q3: 120,315 shares; 2025Q4: 193,827 shares; 2026Q1: 241,327 shares 241,327 $12M 0.34% +47,500 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: 241,825 shares; 2024Q4: 238,594 shares; 2025Q1: 231,683 shares; 2025Q2: 230,417 shares; 2025Q3: 230,560 shares; 2025Q4: 231,028 shares; 2026Q1: 246,664 shares 246,664 $12M 0.34% +15,636 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: 20,098 shares; 2024Q4: 25,808 shares; 2025Q1: 31,409 shares; 2025Q2: 35,726 shares; 2025Q3: 38,231 shares; 2025Q4: 40,877 shares; 2026Q1: 42,359 shares 42,359 $12M 0.34% +1,482 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,773 shares; 2025Q1: 2,763 shares; 2025Q2: 2,651 shares; 2025Q3: 2,586 shares; 2025Q4: 2,599 shares; 2026Q1: 2,810 shares 2,810 $11.8M 0.33% +211 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 12,393 shares; 2025Q1: 12,074 shares; 2025Q2: 12,708 shares; 2025Q3: 12,706 shares; 2025Q4: 12,572 shares; 2026Q1: 12,942 shares 12,942 $11.6M 0.32% +370 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,613 shares; 2025Q1: 3,558 shares; 2025Q2: 3,495 shares; 2025Q3: 3,471 shares; 2025Q4: 3,413 shares; 2026Q1: 3,360 shares 3,360 $11.3M 0.32% -53 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: 63,867 shares; 2024Q4: 79,739 shares; 2025Q1: 125,581 shares; 2025Q2: 135,560 shares; 2025Q3: 140,092 shares; 2025Q4: 144,015 shares; 2026Q1: 154,459 shares 154,459 $11.1M 0.31% +10,444 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: 50,717 shares; 2024Q4: 49,296 shares; 2025Q1: 45,990 shares; 2025Q2: 45,409 shares; 2025Q3: 44,623 shares; 2025Q4: 43,581 shares; 2026Q1: 42,599 shares 42,599 $11.1M 0.31% -982 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,432 shares; 2025Q1: 13,591 shares; 2025Q2: 35,487 shares; 2025Q3: 107,302 shares; 2025Q4: 177,766 shares; 2026Q1: 183,910 shares 183,910 $10.8M 0.3% +6,144 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,228 shares; 2024Q4: 85,193 shares; 2025Q1: 81,941 shares; 2025Q2: 79,256 shares; 2025Q3: 78,283 shares; 2025Q4: 77,256 shares; 2026Q1: 75,403 shares 75,403 $10.8M 0.3% -1,853 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: 87,067 shares; 2024Q4: 90,872 shares; 2025Q1: 145,222 shares; 2025Q2: 177,394 shares; 2025Q3: 203,657 shares; 2025Q4: 228,672 shares; 2026Q1: 276,418 shares 276,418 $10.8M 0.3% +47,746 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,680 shares; 2024Q4: 171,827 shares; 2025Q1: 164,774 shares; 2025Q2: 158,128 shares; 2025Q3: 155,055 shares; 2025Q4: 151,097 shares; 2026Q1: 116,068 shares 116,068 $10.7M 0.3% -35,029 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: 372,805 shares; 2024Q4: 350,693 shares; 2025Q1: 324,226 shares; 2025Q2: 340,820 shares; 2025Q3: 344,153 shares; 2025Q4: 350,731 shares; 2026Q1: 337,623 shares 337,623 $10.2M 0.29% -13,108 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: 7,201 shares; 2024Q4: 8,211 shares; 2025Q1: 26,818 shares; 2025Q2: 44,968 shares; 2025Q3: 99,462 shares; 2025Q4: 98,143 shares; 2026Q1: 147,801 shares 147,801 $9.98M 0.28% +49,658 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,082 shares; 2024Q4: 75,566 shares; 2025Q1: 73,993 shares; 2025Q2: 73,948 shares; 2025Q3: 75,002 shares; 2025Q4: 76,744 shares; 2026Q1: 76,018 shares 76,018 $9.95M 0.28% -726 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,562 shares; 2025Q2: 9,090 shares; 2025Q3: 19,612 shares; 2025Q4: 32,663 shares; 2026Q1: 67,645 shares 67,645 $9.9M 0.28% +34,982 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: 14,791 shares; 2024Q4: 14,432 shares; 2025Q1: 14,400 shares; 2025Q2: 14,215 shares; 2025Q3: 14,210 shares; 2025Q4: 14,423 shares; 2026Q1: 16,439 shares 16,439 $9.82M 0.27% +2,016 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,667 shares; 2024Q4: 31,684 shares; 2025Q1: 30,152 shares; 2025Q2: 29,408 shares; 2025Q3: 29,060 shares; 2025Q4: 28,388 shares; 2026Q1: 22,195 shares 22,195 $9.6M 0.27% -6,193 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: 279,973 shares; 2024Q4: 265,435 shares; 2025Q1: 222,572 shares; 2025Q2: 208,944 shares; 2025Q3: 207,463 shares; 2025Q4: 199,600 shares; 2026Q1: 188,874 shares 188,874 $9.48M 0.27% -10,726 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,471 shares; 2024Q4: 41,486 shares; 2025Q1: 45,701 shares; 2025Q2: 46,195 shares; 2025Q3: 47,112 shares; 2025Q4: 44,766 shares; 2026Q1: 44,405 shares 44,405 $9.33M 0.26% -361 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: 40,844 shares; 2024Q4: 40,197 shares; 2025Q1: 35,394 shares; 2025Q2: 34,084 shares; 2025Q3: 34,812 shares; 2025Q4: 36,620 shares; 2026Q1: 39,293 shares 39,293 $9.28M 0.26% +2,673 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: 57,554 shares; 2024Q4: 73,482 shares; 2025Q1: 82,749 shares; 2025Q2: 93,642 shares; 2025Q3: 118,334 shares; 2025Q4: 123,451 shares; 2026Q1: 144,376 shares 144,376 $9.25M 0.26% +20,925 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: 37,779 shares; 2024Q4: 45,769 shares; 2025Q1: 51,243 shares; 2025Q2: 55,334 shares; 2025Q3: 68,661 shares; 2025Q4: 67,844 shares; 2026Q1: 74,279 shares 74,279 $9.23M 0.26% +6,435 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,043 shares; 2024Q4: 55,765 shares; 2025Q1: 76,670 shares; 2025Q2: 107,757 shares; 2025Q3: 130,309 shares; 2025Q4: 127,091 shares; 2026Q1: 130,922 shares 130,922 $9.13M 0.26% +3,831 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: 66,744 shares; 2024Q4: 69,016 shares; 2025Q1: 67,292 shares; 2025Q2: 56,504 shares; 2025Q3: 51,484 shares; 2025Q4: 43,038 shares; 2026Q1: 32,937 shares 32,937 $8.91M 0.25% -10,101 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: 66,805 shares; 2024Q4: 69,488 shares; 2025Q1: 73,713 shares; 2025Q2: 86,722 shares; 2025Q3: 96,485 shares; 2025Q4: 105,271 shares; 2026Q1: 115,901 shares 115,901 $8.81M 0.25% +10,630 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: 32,110 shares; 2024Q4: 44,510 shares; 2025Q1: 56,222 shares; 2025Q2: 79,481 shares; 2025Q3: 96,883 shares; 2025Q4: 96,362 shares; 2026Q1: 96,634 shares 96,634 $8.75M 0.24% +272 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: 24,843 shares; 2024Q4: 58,495 shares; 2025Q1: 66,505 shares; 2025Q2: 69,210 shares; 2025Q3: 72,667 shares; 2025Q4: 70,524 shares; 2026Q1: 66,641 shares 66,641 $8.58M 0.24% -3,883 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: 37,148 shares; 2024Q4: 38,671 shares; 2025Q1: 39,181 shares; 2025Q2: 34,366 shares; 2025Q3: 33,321 shares; 2025Q4: 31,068 shares; 2026Q1: 31,594 shares 31,594 $8.28M 0.23% +526 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,894 shares; 2024Q4: 125,400 shares; 2025Q1: 121,523 shares; 2025Q2: 116,130 shares; 2025Q3: 112,190 shares; 2025Q4: 106,743 shares; 2026Q1: 98,142 shares 98,142 $8.02M 0.22% -8,601 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: 28,239 shares; 2024Q4: 29,612 shares; 2025Q1: 26,370 shares; 2025Q2: 25,908 shares; 2025Q3: 25,801 shares; 2025Q4: 26,131 shares; 2026Q1: 25,728 shares 25,728 $8M 0.22% -403 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 7,467 shares; 2025Q1: 6,967 shares; 2025Q2: 8,279 shares; 2025Q3: 9,172 shares; 2025Q4: 10,502 shares; 2026Q1: 14,097 shares 14,097 $7.74M 0.22% +3,595 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: 119,791 shares; 2024Q4: 113,857 shares; 2025Q1: 102,805 shares; 2025Q2: 100,510 shares; 2025Q3: 100,235 shares; 2025Q4: 99,730 shares; 2026Q1: 99,309 shares 99,309 $7.71M 0.22% -421 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: 63,116 shares; 2024Q4: 80,959 shares; 2025Q1: 85,652 shares; 2025Q2: 87,099 shares; 2025Q3: 83,407 shares; 2025Q4: 68,846 shares; 2026Q1: 63,039 shares 63,039 $7.64M 0.21% -5,807 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,052 shares; 2024Q4: 21,220 shares; 2025Q1: 23,500 shares; 2025Q2: 23,508 shares; 2025Q3: 23,615 shares; 2025Q4: 23,593 shares; 2026Q1: 23,579 shares 23,579 $7.56M 0.21% -14 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,956 shares; 2025Q1: 42,956 shares; 2025Q2: 42,966 shares; 2025Q3: 43,312 shares; 2025Q4: 43,385 shares; 2026Q1: 43,187 shares 43,187 $7.49M 0.21% -198 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,231 shares; 2024Q4: 38,279 shares; 2025Q1: 38,108 shares; 2025Q2: 39,249 shares; 2025Q3: 38,131 shares; 2025Q4: 29,736 shares; 2026Q1: 24,521 shares 24,521 $5.96M 0.17% -5,215 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: 22,620 shares; 2024Q4: 24,458 shares; 2025Q1: 23,578 shares; 2025Q2: 23,513 shares; 2025Q3: 23,748 shares; 2025Q4: 27,193 shares; 2026Q1: 35,932 shares 35,932 $5.94M 0.17% +8,739 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: not reported; 2024Q4: 13,965 shares; 2025Q1: 41,684 shares; 2025Q2: 46,648 shares; 2025Q3: 49,466 shares; 2025Q4: 109,416 shares; 2026Q1: 113,316 shares 113,316 $5.66M 0.16% +3,900 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,546 shares; 2025Q1: 8,649 shares; 2025Q2: 8,449 shares; 2025Q3: 8,443 shares; 2025Q4: 8,433 shares; 2026Q1: 8,161 shares 8,161 $5.57M 0.16% -272 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,330 shares; 2024Q4: 15,250 shares; 2025Q1: 15,250 shares; 2025Q2: 15,250 shares; 2025Q3: 15,250 shares; 2025Q4: 15,250 shares; 2026Q1: 15,250 shares 15,250 $5.44M 0.15% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,209 shares; 2024Q4: 21,846 shares; 2025Q1: 22,886 shares; 2025Q2: 26,122 shares; 2025Q3: 28,551 shares; 2025Q4: 27,603 shares; 2026Q1: 27,022 shares 27,022 $5.36M 0.15% -581 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 2,771 shares; 2025Q1: 5,770 shares; 2025Q2: 8,688 shares; 2025Q3: 9,583 shares; 2025Q4: 12,861 shares; 2026Q1: 18,979 shares 18,979 $5.3M 0.15% +6,118 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,050 shares; 2024Q4: 308,896 shares; 2025Q1: 287,622 shares; 2025Q2: 289,466 shares; 2025Q3: 268,419 shares; 2025Q4: 227,255 shares; 2026Q1: 201,192 shares 201,192 $5.3M 0.15% -26,063 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: 4,417 shares; 2024Q4: 5,006 shares; 2025Q1: 5,006 shares; 2025Q2: 5,620 shares; 2025Q3: 6,203 shares; 2025Q4: 6,318 shares; 2026Q1: 7,975 shares 7,975 $5.21M 0.15% +1,657 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,731 shares; 2024Q4: 17,682 shares; 2025Q1: 17,339 shares; 2025Q2: 17,074 shares; 2025Q3: 16,874 shares; 2025Q4: 16,916 shares; 2026Q1: 17,408 shares 17,408 $5.14M 0.14% +492 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,029 shares; 2024Q4: 34,957 shares; 2025Q1: 33,327 shares; 2025Q2: 29,722 shares; 2025Q3: 27,882 shares; 2025Q4: 25,334 shares; 2026Q1: 24,710 shares 24,710 $5.11M 0.14% -624 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: 9,743 shares; 2024Q4: 10,793 shares; 2025Q1: 11,172 shares; 2025Q2: 11,539 shares; 2025Q3: 22,373 shares; 2025Q4: 22,340 shares; 2026Q1: 24,961 shares 24,961 $4.9M 0.14% +2,621 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,833 shares; 2025Q1: 2,762 shares; 2025Q2: 2,658 shares; 2025Q3: 2,602 shares; 2025Q4: 2,592 shares; 2026Q1: 2,537 shares 2,537 $4.86M 0.14% -55 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: 100,966 shares; 2024Q4: 91,936 shares; 2025Q1: 88,937 shares; 2025Q2: 65,687 shares; 2025Q3: 57,101 shares; 2025Q4: 54,949 shares; 2026Q1: 54,899 shares 54,899 $4.76M 0.13% -50 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: 16,625 shares; 2024Q4: 17,120 shares; 2025Q1: 35,831 shares; 2025Q2: 42,236 shares; 2025Q3: 46,072 shares; 2025Q4: 53,756 shares; 2026Q1: 65,963 shares 65,963 $4.69M 0.13% +12,207 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 4,661 shares; 2025Q1: 3,578 shares; 2025Q2: 10,948 shares; 2025Q3: 25,911 shares; 2025Q4: 36,594 shares; 2026Q1: 49,381 shares 49,381 $4.64M 0.13% +12,787 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: 4,721 shares; 2024Q4: 5,006 shares; 2025Q1: 5,725 shares; 2025Q2: 5,932 shares; 2025Q3: 6,333 shares; 2025Q4: 9,421 shares; 2026Q1: 12,707 shares 12,707 $4.54M 0.13% +3,286 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: 19,464 shares; 2024Q4: 17,939 shares; 2025Q1: 16,483 shares; 2025Q2: 17,408 shares; 2025Q3: 19,233 shares; 2025Q4: 20,217 shares; 2026Q1: 20,963 shares 20,963 $4.43M 0.12% +746 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: 28,586 shares; 2024Q4: 30,055 shares; 2025Q1: 29,417 shares; 2025Q2: 29,443 shares; 2025Q3: 29,531 shares; 2025Q4: 27,706 shares; 2026Q1: 27,618 shares 27,618 $4.34M 0.12% -88 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: 33,512 shares; 2024Q4: 47,065 shares; 2025Q1: 40,250 shares; 2025Q2: 35,753 shares; 2025Q3: 34,208 shares; 2025Q4: 32,060 shares; 2026Q1: 32,196 shares 32,196 $4.25M 0.12% +136 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 17,514 shares; 2025Q1: 15,419 shares; 2025Q2: 15,754 shares; 2025Q3: 15,369 shares; 2025Q4: 15,084 shares; 2026Q1: 15,054 shares 15,054 $4.23M 0.12% -30 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,222 shares; 2024Q4: 10,907 shares; 2025Q1: 13,533 shares; 2025Q2: 17,900 shares; 2025Q3: 19,612 shares; 2025Q4: 21,640 shares; 2026Q1: 24,638 shares 24,638 $4.22M 0.12% +2,998 Timeline GNE GENIE ENERGY LTD More: the full row for GENIE ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294,586 shares 294,586 $4.17M 0.12% 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: 5,483 shares; 2024Q4: 5,969 shares; 2025Q1: 5,836 shares; 2025Q2: 6,449 shares; 2025Q3: 6,613 shares; 2025Q4: 6,858 shares; 2026Q1: 6,872 shares 6,872 $3.97M 0.11% +14 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,627 shares; 2024Q4: 97,641 shares; 2025Q1: 95,598 shares; 2025Q2: 88,850 shares; 2025Q3: 88,101 shares; 2025Q4: 87,377 shares; 2026Q1: 88,947 shares 88,947 $3.95M 0.11% +1,570 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: 14,678 shares; 2024Q4: 14,600 shares; 2025Q1: 19,306 shares; 2025Q2: 18,786 shares; 2025Q3: 18,820 shares; 2025Q4: 19,864 shares; 2026Q1: 19,758 shares 19,758 $3.93M 0.11% -106 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,621 shares; 2024Q4: 21,899 shares; 2025Q1: 18,000 shares; 2025Q2: 12,887 shares; 2025Q3: 11,979 shares; 2025Q4: 11,528 shares; 2026Q1: 10,712 shares 10,712 $3.82M 0.11% -816 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,031 shares; 2024Q4: 17,854 shares; 2025Q1: 17,286 shares; 2025Q2: 18,479 shares; 2025Q3: 19,234 shares; 2025Q4: 19,161 shares; 2026Q1: 18,276 shares 18,276 $3.8M 0.11% -885 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: 34,983 shares; 2024Q4: 36,065 shares; 2025Q1: 37,120 shares; 2025Q2: 32,461 shares; 2025Q3: 34,414 shares; 2025Q4: 33,459 shares; 2026Q1: 33,015 shares 33,015 $3.8M 0.11% -444 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,043 shares; 2024Q4: 112,573 shares; 2025Q1: 108,737 shares; 2025Q2: 108,424 shares; 2025Q3: 106,424 shares; 2025Q4: 106,424 shares; 2026Q1: 104,584 shares 104,584 $3.78M 0.11% -1,840 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: 157,038 shares; 2024Q4: 152,493 shares; 2025Q1: 145,106 shares; 2025Q2: 126,455 shares; 2025Q3: 108,821 shares; 2025Q4: 86,498 shares; 2026Q1: 65,371 shares 65,371 $3.77M 0.11% -21,127 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,766 shares; 2024Q4: 28,400 shares; 2025Q1: 26,821 shares; 2025Q2: 24,748 shares; 2025Q3: 21,462 shares; 2025Q4: 19,079 shares; 2026Q1: 15,715 shares 15,715 $3.76M 0.11% -3,364 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 770 shares; 2025Q1: 1,107 shares; 2025Q2: 1,317 shares; 2025Q3: 1,303 shares; 2025Q4: 1,373 shares; 2026Q1: 2,157 shares 2,157 $3.73M 0.1% +784 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,922 shares; 2025Q1: 4,702 shares; 2025Q2: 4,865 shares; 2025Q3: 4,822 shares; 2025Q4: 4,812 shares; 2026Q1: 4,812 shares 4,812 $3.72M 0.1% 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: 28,431 shares; 2024Q4: 31,436 shares; 2025Q1: 29,489 shares; 2025Q2: 26,695 shares; 2025Q3: 26,320 shares; 2025Q4: 16,748 shares; 2026Q1: 13,893 shares 13,893 $3.71M 0.1% -2,855 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,251 shares; 2024Q4: 40,518 shares; 2025Q1: 39,386 shares; 2025Q2: 41,154 shares; 2025Q3: 42,003 shares; 2025Q4: 41,748 shares; 2026Q1: 39,353 shares 39,353 $3.66M 0.1% -2,395 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,762 shares; 2024Q4: 150,864 shares; 2025Q1: 127,952 shares; 2025Q2: 98,308 shares; 2025Q3: 100,095 shares; 2025Q4: 80,026 shares; 2026Q1: 68,791 shares 68,791 $3.63M 0.1% -11,235 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,149 shares; 2024Q4: 113,261 shares; 2025Q1: 106,790 shares; 2025Q2: 87,554 shares; 2025Q3: 82,977 shares; 2025Q4: 66,960 shares; 2026Q1: 69,327 shares 69,327 $3.56M 0.1% +2,367 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: 10,470 shares; 2024Q4: 8,059 shares; 2025Q1: 7,552 shares; 2025Q2: 20,939 shares; 2025Q3: 22,180 shares; 2025Q4: 20,794 shares; 2026Q1: 19,123 shares 19,123 $3.49M 0.1% -1,671 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: 5,691 shares; 2024Q4: 5,998 shares; 2025Q1: 5,763 shares; 2025Q2: 6,002 shares; 2025Q3: 6,003 shares; 2025Q4: 6,128 shares; 2026Q1: 6,112 shares 6,112 $3.44M 0.1% -16 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: 17,074 shares; 2024Q4: 16,354 shares; 2025Q1: 15,601 shares; 2025Q2: 15,703 shares; 2025Q3: 15,856 shares; 2025Q4: 16,703 shares; 2026Q1: 18,104 shares 18,104 $3.43M 0.1% +1,401 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: 81,466 shares; 2024Q4: 98,620 shares; 2025Q1: 99,777 shares; 2025Q2: 111,721 shares; 2025Q3: 111,716 shares; 2025Q4: 105,994 shares; 2026Q1: 117,436 shares 117,436 $3.4M 0.1% +11,442 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: 279,591 shares; 2024Q4: 211,468 shares; 2025Q1: 151,520 shares; 2025Q2: 132,294 shares; 2025Q3: 87,649 shares; 2025Q4: 84,864 shares; 2026Q1: 74,464 shares 74,464 $3.29M 0.09% -10,400 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 3,322 shares; 2025Q4: 6,481 shares; 2026Q1: 14,055 shares 14,055 $3.24M 0.09% +7,574 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: 10,893 shares; 2024Q4: 21,860 shares; 2025Q1: 20,923 shares; 2025Q2: 22,469 shares; 2025Q3: 21,851 shares; 2025Q4: 21,847 shares; 2026Q1: 20,055 shares 20,055 $3.22M 0.09% -1,792 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,451 shares; 2024Q4: 361,455 shares; 2025Q1: 293,624 shares; 2025Q2: 194,094 shares; 2025Q3: 140,697 shares; 2025Q4: 115,964 shares; 2026Q1: 110,563 shares 110,563 $3.17M 0.09% -5,401 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,215 shares; 2024Q4: 77,188 shares; 2025Q1: 75,365 shares; 2025Q2: 75,245 shares; 2025Q3: 73,586 shares; 2025Q4: 73,358 shares; 2026Q1: 69,728 shares 69,728 $3.16M 0.09% -3,630 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,349 shares; 2024Q4: 57,337 shares; 2025Q1: 62,244 shares; 2025Q2: 61,782 shares; 2025Q3: 61,757 shares; 2025Q4: 61,757 shares; 2026Q1: 61,757 shares 61,757 $3.12M 0.09% 0 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: 12,174 shares; 2024Q4: 11,437 shares; 2025Q1: 11,148 shares; 2025Q2: 10,762 shares; 2025Q3: 10,613 shares; 2025Q4: 50,405 shares; 2026Q1: 29,649 shares 29,649 $3.1M 0.09% -20,756 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 13,261 shares; 2025Q1: 15,003 shares; 2025Q2: 15,686 shares; 2025Q3: 15,144 shares; 2025Q4: 16,673 shares; 2026Q1: 14,273 shares 14,273 $2.9M 0.08% -2,400 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 6,122 shares; 2025Q1: 5,932 shares; 2025Q2: 6,040 shares; 2025Q3: 5,988 shares; 2025Q4: 5,882 shares; 2026Q1: 5,539 shares 5,539 $2.9M 0.08% -343 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,307 shares; 2024Q4: 36,405 shares; 2025Q1: 39,869 shares; 2025Q2: 42,529 shares; 2025Q3: 44,299 shares; 2025Q4: 45,083 shares; 2026Q1: 43,872 shares 43,872 $2.9M 0.08% -1,211 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,125 shares; 2024Q4: 17,822 shares; 2025Q1: 16,769 shares; 2025Q2: 17,475 shares; 2025Q3: 17,612 shares; 2025Q4: 18,044 shares; 2026Q1: 20,424 shares 20,424 $2.85M 0.08% +2,380 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 8,762 shares; 2025Q1: 7,931 shares; 2025Q2: 8,753 shares; 2025Q3: 8,753 shares; 2025Q4: 8,675 shares; 2026Q1: 8,323 shares 8,323 $2.84M 0.08% -352 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: 11,454 shares; 2024Q4: 14,176 shares; 2025Q1: 15,967 shares; 2025Q2: 15,356 shares; 2025Q3: 18,133 shares; 2025Q4: 21,617 shares; 2026Q1: 24,738 shares 24,738 $2.81M 0.08% +3,121 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: 31,794 shares; 2024Q4: 31,947 shares; 2025Q1: 31,733 shares; 2025Q2: 35,507 shares; 2025Q3: 36,831 shares; 2025Q4: 37,056 shares; 2026Q1: 37,756 shares 37,756 $2.75M 0.08% +700 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,848 shares; 2024Q4: 17,951 shares; 2025Q1: 20,903 shares; 2025Q2: 21,628 shares; 2025Q3: 22,588 shares; 2025Q4: 34,141 shares; 2026Q1: 44,315 shares 44,315 $2.74M 0.08% +10,174 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,826 shares; 2024Q4: 9,826 shares; 2025Q1: 9,117 shares; 2025Q2: 9,342 shares; 2025Q3: 11,253 shares; 2025Q4: 13,276 shares; 2026Q1: 13,811 shares 13,811 $2.73M 0.08% +535 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,843 shares; 2024Q4: 95,512 shares; 2025Q1: 94,754 shares; 2025Q2: 79,937 shares; 2025Q3: 69,584 shares; 2025Q4: 29,977 shares; 2026Q1: 27,602 shares 27,602 $2.72M 0.08% -2,375 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,215 shares; 2024Q4: 163,140 shares; 2025Q1: 145,458 shares; 2025Q2: 122,670 shares; 2025Q3: 96,072 shares; 2025Q4: 71,032 shares; 2026Q1: 63,686 shares 63,686 $2.65M 0.07% -7,346 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: 8,907 shares; 2024Q4: 12,067 shares; 2025Q1: 13,344 shares; 2025Q2: 14,259 shares; 2025Q3: 14,024 shares; 2025Q4: 15,287 shares; 2026Q1: 15,938 shares 15,938 $2.62M 0.07% +651 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: 14,330 shares; 2024Q4: 17,211 shares; 2025Q1: 21,180 shares; 2025Q2: 22,476 shares; 2025Q3: 24,374 shares; 2025Q4: 29,633 shares; 2026Q1: 32,947 shares 32,947 $2.62M 0.07% +3,314 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: 10,473 shares; 2025Q2: 17,854 shares; 2025Q3: 20,731 shares; 2025Q4: 25,287 shares; 2026Q1: 28,053 shares 28,053 $2.59M 0.07% +2,766 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: 8,898 shares; 2025Q1: 8,889 shares; 2025Q2: 8,889 shares; 2025Q3: 8,864 shares; 2025Q4: 8,805 shares; 2026Q1: 8,805 shares 8,805 $2.53M 0.07% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,020 shares; 2024Q4: 43,453 shares; 2025Q1: 42,808 shares; 2025Q2: 41,035 shares; 2025Q3: 41,235 shares; 2025Q4: 41,235 shares; 2026Q1: 41,140 shares 41,140 $2.52M 0.07% -95 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: 35,320 shares; 2024Q4: 33,748 shares; 2025Q1: 33,188 shares; 2025Q2: 27,141 shares; 2025Q3: 37,437 shares; 2025Q4: 39,137 shares; 2026Q1: 40,721 shares 40,721 $2.47M 0.07% +1,584 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,920 shares; 2024Q4: 42,109 shares; 2025Q1: 46,747 shares; 2025Q2: 54,956 shares; 2025Q3: 53,686 shares; 2025Q4: 51,810 shares; 2026Q1: 50,480 shares 50,480 $2.37M 0.07% -1,330 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: 24,433 shares; 2024Q4: 24,418 shares; 2025Q1: 24,855 shares; 2025Q2: 21,090 shares; 2025Q3: 22,472 shares; 2025Q4: 22,472 shares; 2026Q1: 23,972 shares 23,972 $2.33M 0.07% +1,500 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 8,672 shares; 2025Q1: 8,672 shares; 2025Q2: 10,033 shares; 2025Q3: 10,222 shares; 2025Q4: 10,222 shares; 2026Q1: 10,841 shares 10,841 $2.32M 0.06% +619 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 5,407 shares; 2025Q1: 5,638 shares; 2025Q2: 5,858 shares; 2025Q3: 5,345 shares; 2025Q4: 6,440 shares; 2026Q1: 5,293 shares 5,293 $2.25M 0.06% -1,147 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,226 shares; 2025Q1: 3,802 shares; 2025Q2: 3,067 shares; 2025Q3: 3,273 shares; 2025Q4: 3,115 shares; 2026Q1: 3,032 shares 3,032 $2.21M 0.06% -83 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: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 3,977 shares; 2025Q2: 5,029 shares; 2025Q3: 5,085 shares; 2025Q4: 4,960 shares; 2026Q1: 5,007 shares 5,007 $2.13M 0.06% +47 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,022 shares; 2024Q4: 14,623 shares; 2025Q1: 13,522 shares; 2025Q2: 11,307 shares; 2025Q3: 11,913 shares; 2025Q4: 12,010 shares; 2026Q1: 10,919 shares 10,919 $2.12M 0.06% -1,091 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: 2,710 shares; 2024Q4: 5,213 shares; 2025Q1: 5,190 shares; 2025Q2: 5,470 shares; 2025Q3: 6,680 shares; 2025Q4: 5,840 shares; 2026Q1: 7,270 shares 7,270 $2.09M 0.06% +1,430 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 15,966 shares; 2025Q1: 15,118 shares; 2025Q2: 15,218 shares; 2025Q3: 16,058 shares; 2025Q4: 17,077 shares; 2026Q1: 17,427 shares 17,427 $2.07M 0.06% +350 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: 4,104 shares; 2024Q4: 5,341 shares; 2025Q1: 5,605 shares; 2025Q2: 7,677 shares; 2025Q3: 8,446 shares; 2025Q4: 8,373 shares; 2026Q1: 8,236 shares 8,236 $1.89M 0.05% -137 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,127 shares; 2025Q2: 17,870 shares; 2025Q3: 23,538 shares; 2025Q4: 31,981 shares; 2026Q1: 37,827 shares 37,827 $1.88M 0.05% +5,846 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 11,840 shares; 2025Q1: 10,901 shares; 2025Q2: 11,431 shares; 2025Q3: 11,081 shares; 2025Q4: 12,073 shares; 2026Q1: 12,225 shares 12,225 $1.87M 0.05% +152 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 6,485 shares; 2025Q1: 6,910 shares; 2025Q2: 6,527 shares; 2025Q3: 6,755 shares; 2025Q4: 7,578 shares; 2026Q1: 13,650 shares 13,650 $1.86M 0.05% +6,072 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 711 shares; 2025Q3: 941 shares; 2025Q4: 1,014 shares; 2026Q1: 2,632 shares 2,632 $1.84M 0.05% +1,618 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,867 shares; 2024Q4: 15,114 shares; 2025Q1: 12,264 shares; 2025Q2: 12,264 shares; 2025Q3: 12,983 shares; 2025Q4: 16,078 shares; 2026Q1: 16,703 shares 16,703 $1.83M 0.05% +625 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: 17,304 shares; 2024Q4: 17,304 shares; 2025Q1: 17,304 shares; 2025Q2: 19,719 shares; 2025Q3: 19,719 shares; 2025Q4: 19,508 shares; 2026Q1: 19,791 shares 19,791 $1.74M 0.05% +283 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: 5,460 shares; 2024Q4: 6,707 shares; 2025Q1: 6,581 shares; 2025Q2: 5,581 shares; 2025Q3: 5,557 shares; 2025Q4: 5,557 shares; 2026Q1: 6,957 shares 6,957 $1.73M 0.05% +1,400 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,908 shares; 2026Q1: 22,267 shares 22,267 $1.72M 0.05% +14,359 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,007 shares; 2024Q4: 11,852 shares; 2025Q1: 9,597 shares; 2025Q2: 9,599 shares; 2025Q3: 9,797 shares; 2025Q4: 9,797 shares; 2026Q1: 9,442 shares 9,442 $1.7M 0.05% -355 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 930 shares; 2025Q1: 1,880 shares; 2025Q2: 2,148 shares; 2025Q3: 3,252 shares; 2025Q4: 4,007 shares; 2026Q1: 3,667 shares 3,667 $1.69M 0.05% -340 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: 6,671 shares; 2024Q4: not reported; 2025Q1: 4,406 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares; 2025Q4: 4,300 shares; 2026Q1: 15,389 shares 15,389 $1.67M 0.05% +11,089 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: 43,831 shares; 2024Q4: 46,518 shares; 2025Q1: 44,241 shares; 2025Q2: 44,241 shares; 2025Q3: 44,241 shares; 2025Q4: 45,000 shares; 2026Q1: 40,500 shares 40,500 $1.66M 0.05% -4,500 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: 5,602 shares; 2024Q4: 6,911 shares; 2025Q1: 6,195 shares; 2025Q2: 5,772 shares; 2025Q3: 6,103 shares; 2025Q4: 6,584 shares; 2026Q1: 6,694 shares 6,694 $1.62M 0.05% +110 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: 77,189 shares; 2024Q4: 69,557 shares; 2025Q1: 68,376 shares; 2025Q2: 67,470 shares; 2025Q3: 67,821 shares; 2025Q4: 65,872 shares; 2026Q1: 57,658 shares 57,658 $1.62M 0.05% -8,214 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: 6,780 shares; 2024Q4: 6,780 shares; 2025Q1: 7,033 shares; 2025Q2: 7,033 shares; 2025Q3: 8,020 shares; 2025Q4: 21,238 shares; 2026Q1: 21,360 shares 21,360 $1.6M 0.04% +122 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,016 shares; 2024Q4: 11,926 shares; 2025Q1: 11,900 shares; 2025Q2: 10,729 shares; 2025Q3: 10,729 shares; 2025Q4: 10,729 shares; 2026Q1: 10,829 shares 10,829 $1.58M 0.04% +100 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,539 shares; 2025Q1: 10,075 shares; 2025Q2: 12,230 shares; 2025Q3: 18,392 shares; 2025Q4: 9,429 shares; 2026Q1: 21,709 shares 21,709 $1.57M 0.04% +12,280 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,642 shares; 2024Q4: 10,972 shares; 2025Q1: 10,499 shares; 2025Q2: 10,093 shares; 2025Q3: 10,334 shares; 2025Q4: 11,214 shares; 2026Q1: 10,249 shares 10,249 $1.56M 0.04% -965 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,543 shares; 2024Q4: 24,950 shares; 2025Q1: 26,217 shares; 2025Q2: 25,067 shares; 2025Q3: 24,942 shares; 2025Q4: 23,542 shares; 2026Q1: 21,882 shares 21,882 $1.56M 0.04% -1,660 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 7,132 shares; 2025Q1: 7,132 shares; 2025Q2: 8,458 shares; 2025Q3: 8,458 shares; 2025Q4: 8,458 shares; 2026Q1: 8,458 shares 8,458 $1.52M 0.04% 0 Timeline DFAC 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: 38,593 shares; 2024Q4: 38,593 shares; 2025Q1: 38,593 shares; 2025Q2: 38,593 shares; 2025Q3: 38,593 shares; 2025Q4: 38,593 shares; 2026Q1: 38,593 shares 38,593 $1.5M 0.04% 0 Timeline QUAL 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: not reported; 2026Q1: 7,762 shares 7,762 $1.49M 0.04% new 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: 5,465 shares; 2024Q4: 5,581 shares; 2025Q1: 5,581 shares; 2025Q2: 5,581 shares; 2025Q3: 5,600 shares; 2025Q4: 5,675 shares; 2026Q1: 5,991 shares 5,991 $1.48M 0.04% +316 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: 6,869 shares; 2024Q4: 6,839 shares; 2025Q1: 5,889 shares; 2025Q2: 8,497 shares; 2025Q3: 8,765 shares; 2025Q4: 8,942 shares; 2026Q1: 8,091 shares 8,091 $1.47M 0.04% -851 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: 16,319 shares; 2024Q4: 19,538 shares; 2025Q1: 19,597 shares; 2025Q2: 19,597 shares; 2025Q3: 19,104 shares; 2025Q4: 18,515 shares; 2026Q1: 18,417 shares 18,417 $1.46M 0.04% -98 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.04% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,802 shares; 2025Q1: 9,615 shares; 2025Q2: 9,615 shares; 2025Q3: 9,615 shares; 2025Q4: 9,644 shares; 2026Q1: 9,679 shares 9,679 $1.4M 0.04% +35 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,779 shares; 2024Q4: 24,674 shares; 2025Q1: 23,912 shares; 2025Q2: 23,790 shares; 2025Q3: 23,451 shares; 2025Q4: 23,893 shares; 2026Q1: 24,147 shares 24,147 $1.36M 0.04% +254 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,153 shares; 2025Q4: 27,951 shares; 2026Q1: 36,805 shares 36,805 $1.36M 0.04% +8,854 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: 58,733 shares; 2024Q4: 45,396 shares; 2025Q1: 29,119 shares; 2025Q2: 24,888 shares; 2025Q3: 21,823 shares; 2025Q4: 21,135 shares; 2026Q1: 18,755 shares 18,755 $1.35M 0.04% -2,380 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: 10,680 shares; 2024Q4: 10,380 shares; 2025Q1: 10,550 shares; 2025Q2: 10,082 shares; 2025Q3: 10,192 shares; 2025Q4: 20,624 shares; 2026Q1: 21,969 shares 21,969 $1.35M 0.04% +1,345 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 3,366 shares; 2026Q1: 4,786 shares 4,786 $1.33M 0.04% +1,420 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: 19,123 shares; 2024Q4: 18,548 shares; 2025Q1: 18,703 shares; 2025Q2: 17,930 shares; 2025Q3: 17,790 shares; 2025Q4: 17,327 shares; 2026Q1: 16,569 shares 16,569 $1.32M 0.04% -758 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 10,199 shares; 2025Q3: 11,989 shares; 2025Q4: 14,917 shares; 2026Q1: 20,735 shares 20,735 $1.3M 0.04% +5,818 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,723 shares; 2025Q3: 4,828 shares; 2025Q4: 6,690 shares; 2026Q1: 6,543 shares 6,543 $1.29M 0.04% -147 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 2,202 shares; 2025Q3: 3,970 shares; 2025Q4: 4,196 shares; 2026Q1: 6,486 shares 6,486 $1.27M 0.04% +2,290 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 2,958 shares; 2025Q3: 4,833 shares; 2025Q4: 6,310 shares; 2026Q1: 8,405 shares 8,405 $1.26M 0.04% +2,095 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 16,356 shares; 2025Q1: 27,300 shares; 2025Q2: 24,257 shares; 2025Q3: 16,233 shares; 2025Q4: 10,208 shares; 2026Q1: 8,337 shares 8,337 $1.25M 0.04% -1,871 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,782 shares; 2025Q1: 1,520 shares; 2025Q2: 1,370 shares; 2025Q3: 1,917 shares; 2025Q4: 2,789 shares; 2026Q1: 3,612 shares 3,612 $1.25M 0.03% +823 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,262 shares; 2025Q1: 22,792 shares; 2025Q2: 20,202 shares; 2025Q3: 20,844 shares; 2025Q4: 15,524 shares; 2026Q1: 19,111 shares 19,111 $1.24M 0.03% +3,587 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: 6,896 shares; 2024Q4: 7,005 shares; 2025Q1: 6,905 shares; 2025Q2: 10,669 shares; 2025Q3: 10,961 shares; 2025Q4: 10,611 shares; 2026Q1: 10,878 shares 10,878 $1.23M 0.03% +267 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,392 shares; 2024Q4: 26,963 shares; 2025Q1: 26,191 shares; 2025Q2: 20,538 shares; 2025Q3: 18,741 shares; 2025Q4: 16,742 shares; 2026Q1: 16,316 shares 16,316 $1.23M 0.03% -426 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 22,449 shares; 2025Q1: 30,199 shares; 2025Q2: 30,199 shares; 2025Q3: 32,405 shares; 2025Q4: 31,801 shares; 2026Q1: 39,927 shares 39,927 $1.22M 0.03% +8,126 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,194 shares; 2024Q4: 14,844 shares; 2025Q1: 14,810 shares; 2025Q2: 14,843 shares; 2025Q3: 14,810 shares; 2025Q4: 14,810 shares; 2026Q1: 14,760 shares 14,760 $1.21M 0.03% -50 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: 1,447 shares; 2024Q4: 2,112 shares; 2025Q1: 2,110 shares; 2025Q2: 2,133 shares; 2025Q3: 1,960 shares; 2025Q4: 1,935 shares; 2026Q1: 1,910 shares 1,910 $1.18M 0.03% -25 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: 1,836 shares; 2024Q4: 1,935 shares; 2025Q1: 1,565 shares; 2025Q2: 1,619 shares; 2025Q3: 1,657 shares; 2025Q4: 1,729 shares; 2026Q1: 2,163 shares 2,163 $1.06M 0.03% +434 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: 3,835 shares; 2024Q4: 3,926 shares; 2025Q1: 3,722 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 3,651 shares; 2026Q1: 3,649 shares 3,649 $1.06M 0.03% -2 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,675 shares; 2025Q3: 10,510 shares; 2025Q4: 10,664 shares; 2026Q1: 11,289 shares 11,289 $1.05M 0.03% +625 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 8,708 shares; 2025Q1: 7,728 shares; 2025Q2: 6,513 shares; 2025Q3: 6,665 shares; 2025Q4: 6,645 shares; 2026Q1: 6,689 shares 6,689 $1.05M 0.03% +44 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 12,689 shares; 2025Q1: 12,561 shares; 2025Q2: 12,636 shares; 2025Q3: 12,561 shares; 2025Q4: 12,517 shares; 2026Q1: 12,517 shares 12,517 $1.05M 0.03% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 2,455 shares; 2025Q3: 4,662 shares; 2025Q4: 6,603 shares; 2026Q1: 8,019 shares 8,019 $1.04M 0.03% +1,416 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,175 shares; 2024Q4: 111,753 shares; 2025Q1: 106,307 shares; 2025Q2: 101,752 shares; 2025Q3: 99,634 shares; 2025Q4: 94,469 shares; 2026Q1: 22,894 shares 22,894 $1.04M 0.03% -71,575 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 404 shares; 2026Q1: 947 shares 947 $1.04M 0.03% +543 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,902 shares; 2025Q1: 4,633 shares; 2025Q2: 5,079 shares; 2025Q3: 6,185 shares; 2025Q4: 7,353 shares; 2026Q1: 7,740 shares 7,740 $1.02M 0.03% +387 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: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 2,205 shares; 2026Q1: 2,205 shares 2,205 $1.02M 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,889 shares; 2025Q1: 2,657 shares; 2025Q2: 2,219 shares; 2025Q3: 2,210 shares; 2025Q4: 1,978 shares; 2026Q1: 2,278 shares 2,278 $1.01M 0.03% +300 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,350 shares 1,350 $997K 0.03% +103 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 5,353 shares; 2025Q1: 4,846 shares; 2025Q2: 4,846 shares; 2025Q3: 4,846 shares; 2025Q4: 4,971 shares; 2026Q1: 4,777 shares 4,777 $990K 0.03% -194 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 3,910 shares; 2025Q1: 4,610 shares; 2025Q2: 4,610 shares; 2025Q3: 4,546 shares; 2025Q4: 4,546 shares; 2026Q1: 6,381 shares 6,381 $966K 0.03% +1,835 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 5,508 shares; 2025Q1: 5,422 shares; 2025Q2: 5,292 shares; 2025Q3: 5,102 shares; 2025Q4: 4,468 shares; 2026Q1: 4,283 shares 4,283 $929K 0.03% -185 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,525 shares; 2024Q4: 17,393 shares; 2025Q1: 16,648 shares; 2025Q2: 15,139 shares; 2025Q3: 15,139 shares; 2025Q4: 11,863 shares; 2026Q1: 9,383 shares 9,383 $905K 0.03% -2,480 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,113 shares 18,113 $891K 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,121 shares; 2024Q4: 13,821 shares; 2025Q1: 14,821 shares; 2025Q2: 10,071 shares; 2025Q3: 5,607 shares; 2025Q4: 5,165 shares; 2026Q1: 7,079 shares 7,079 $888K 0.02% +1,914 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,126 shares; 2025Q1: 10,626 shares; 2025Q2: 12,906 shares; 2025Q3: 13,246 shares; 2025Q4: 13,246 shares; 2026Q1: 16,246 shares 16,246 $878K 0.02% +3,000 Timeline SPBO 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: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $871K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 9,069 shares; 2025Q1: 8,578 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 8,451 shares; 2026Q1: 8,186 shares 8,186 $866K 0.02% -265 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,192 shares; 2025Q4: 1,737 shares; 2026Q1: 1,503 shares 1,503 $845K 0.02% -234 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,574 shares; 2024Q4: 20,016 shares; 2025Q1: 16,796 shares; 2025Q2: 12,398 shares; 2025Q3: 11,208 shares; 2025Q4: 10,239 shares; 2026Q1: 9,439 shares 9,439 $837K 0.02% -800 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,993 shares; 2024Q4: 15,568 shares; 2025Q1: 17,026 shares; 2025Q2: 32,790 shares; 2025Q3: 32,326 shares; 2025Q4: 17,905 shares; 2026Q1: 22,594 shares 22,594 $830K 0.02% +4,689 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,746 shares; 2025Q3: 1,748 shares; 2025Q4: 1,808 shares; 2026Q1: 4,723 shares 4,723 $819K 0.02% +2,915 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 23,300 shares; 2025Q1: 23,341 shares; 2025Q2: 25,285 shares; 2025Q3: 24,520 shares; 2025Q4: 25,260 shares; 2026Q1: 25,260 shares 25,260 $809K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,480 shares 10,480 $808K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 6,891 shares; 2025Q1: 5,351 shares; 2025Q2: 5,146 shares; 2025Q3: 5,294 shares; 2025Q4: 5,209 shares; 2026Q1: 5,521 shares 5,521 $802K 0.02% +312 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,266 shares; 2025Q1: 1,256 shares; 2025Q2: 1,189 shares; 2025Q3: 1,184 shares; 2025Q4: 2,310 shares; 2026Q1: 2,730 shares 2,730 $799K 0.02% +420 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 9,470 shares; 2025Q1: 11,470 shares; 2025Q2: 18,660 shares; 2025Q3: 18,184 shares; 2025Q4: 17,434 shares; 2026Q1: 17,434 shares 17,434 $775K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,358 shares 8,358 $775K 0.02% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,084 shares; 2024Q4: 11,469 shares; 2025Q1: 10,163 shares; 2025Q2: 10,163 shares; 2025Q3: 10,063 shares; 2025Q4: 9,872 shares; 2026Q1: 9,999 shares 9,999 $771K 0.02% +127 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: 2,522 shares; 2024Q4: 2,646 shares; 2025Q1: 2,811 shares; 2025Q2: 2,817 shares; 2025Q3: 2,811 shares; 2025Q4: 2,878 shares; 2026Q1: 2,887 shares 2,887 $768K 0.02% +9 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: 3,706 shares; 2024Q4: 5,523 shares; 2025Q1: 5,173 shares; 2025Q2: 5,920 shares; 2025Q3: 5,550 shares; 2025Q4: 5,652 shares; 2026Q1: 5,652 shares 5,652 $741K 0.02% 0 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: 4,509 shares; 2024Q4: 4,509 shares; 2025Q1: 4,932 shares; 2025Q2: 4,932 shares; 2025Q3: 4,932 shares; 2025Q4: 4,932 shares; 2026Q1: 5,191 shares 5,191 $739K 0.02% +259 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,557 shares; 2025Q1: 2,097 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,321 shares; 2026Q1: 2,308 shares 2,308 $734K 0.02% -13 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 1,097 shares; 2025Q1: 947 shares; 2025Q2: 1,062 shares; 2025Q3: 1,223 shares; 2025Q4: 1,288 shares; 2026Q1: 1,749 shares 1,749 $729K 0.02% +461 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: not reported; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares; 2026Q1: 2,316 shares 2,316 $728K 0.02% +403 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,189 shares; 2024Q4: 7,372 shares; 2025Q1: 7,276 shares; 2025Q2: 7,267 shares; 2025Q3: 8,678 shares; 2025Q4: 8,810 shares; 2026Q1: 8,710 shares 8,710 $697K 0.02% -100 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: 3,587 shares; 2024Q4: 3,429 shares; 2025Q1: 3,429 shares; 2025Q2: 3,429 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 3,434 shares 3,434 $697K 0.02% +5 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,985 shares; 2025Q1: 13,985 shares; 2025Q2: 13,985 shares; 2025Q3: 13,985 shares; 2025Q4: 14,060 shares; 2026Q1: 14,060 shares 14,060 $689K 0.02% 0 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: 21,725 shares; 2024Q4: 21,725 shares; 2025Q1: 18,725 shares; 2025Q2: 18,725 shares; 2025Q3: 28,663 shares; 2025Q4: 29,788 shares; 2026Q1: 35,693 shares 35,693 $689K 0.02% +5,905 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,288 shares; 2024Q4: 115,203 shares; 2025Q1: 90,465 shares; 2025Q2: 71,056 shares; 2025Q3: 68,580 shares; 2025Q4: 50,496 shares; 2026Q1: 30,238 shares 30,238 $680K 0.02% -20,258 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,519 shares; 2025Q1: 3,535 shares; 2025Q2: 3,343 shares; 2025Q3: 3,343 shares; 2025Q4: 3,399 shares; 2026Q1: 3,074 shares 3,074 $666K 0.02% -325 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,397 shares; 2024Q4: 18,068 shares; 2025Q1: 19,824 shares; 2025Q2: 17,746 shares; 2025Q3: 16,420 shares; 2025Q4: 16,061 shares; 2026Q1: 17,446 shares 17,446 $649K 0.02% +1,385 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 2,174 shares; 2026Q1: 4,253 shares 4,253 $639K 0.02% +2,079 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,534 shares; 2025Q1: 977 shares; 2025Q2: 981 shares; 2025Q3: 976 shares; 2025Q4: 1,269 shares; 2026Q1: 1,287 shares 1,287 $638K 0.02% +18 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,736 shares 3,736 $632K 0.02% +36 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: 7,604 shares; 2024Q4: 7,604 shares; 2025Q1: 7,021 shares; 2025Q2: 10,228 shares; 2025Q3: 10,178 shares; 2025Q4: 9,928 shares; 2026Q1: 12,778 shares 12,778 $631K 0.02% +2,850 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 5,412 shares; 2025Q1: 4,567 shares; 2025Q2: 5,774 shares; 2025Q3: 5,684 shares; 2025Q4: 5,684 shares; 2026Q1: 8,877 shares 8,877 $628K 0.02% +3,193 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,869 shares; 2025Q1: 6,869 shares; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,451 shares; 2026Q1: 6,451 shares 6,451 $627K 0.02% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 4,031 shares; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares 3,941 $603K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,176 shares; 2024Q4: 18,068 shares; 2025Q1: 16,749 shares; 2025Q2: 14,985 shares; 2025Q3: 14,519 shares; 2025Q4: 13,089 shares; 2026Q1: 13,173 shares 13,173 $603K 0.02% +84 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: 2,149 shares; 2024Q4: 2,196 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,068 shares; 2026Q1: 2,068 shares 2,068 $603K 0.02% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 6,430 shares; 2025Q3: 6,430 shares; 2025Q4: 6,430 shares; 2026Q1: 6,430 shares 6,430 $602K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,351 shares; 2024Q4: 14,633 shares; 2025Q1: 12,736 shares; 2025Q2: 12,525 shares; 2025Q3: 12,005 shares; 2025Q4: 12,466 shares; 2026Q1: 10,809 shares 10,809 $597K 0.02% -1,657 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares 6,850 $592K 0.02% 0 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: 53,195 shares; 2024Q4: 52,941 shares; 2025Q1: 48,983 shares; 2025Q2: 48,971 shares; 2025Q3: 49,891 shares; 2025Q4: 49,891 shares; 2026Q1: 50,375 shares 50,375 $581K 0.02% +484 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 11,419 shares; 2026Q1: 11,419 shares 11,419 $580K 0.02% 0 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: 9,427 shares; 2024Q4: 31,708 shares; 2025Q1: 14,216 shares; 2025Q2: 14,216 shares; 2025Q3: 14,216 shares; 2025Q4: 14,216 shares; 2026Q1: 19,847 shares 19,847 $578K 0.02% +5,631 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: 3,774 shares; 2024Q4: 3,769 shares; 2025Q1: 3,699 shares; 2025Q2: 3,717 shares; 2025Q3: 3,699 shares; 2025Q4: 3,699 shares; 2026Q1: 3,699 shares 3,699 $575K 0.02% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,039 shares; 2026Q1: 7,039 shares 7,039 $570K 0.02% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 7,600 shares; 2025Q3: 8,005 shares; 2025Q4: 10,246 shares; 2026Q1: 10,624 shares 10,624 $565K 0.02% +378 Timeline ADCT ADC THERAPEUTICS SA More: the full row for ADC THERAPEUTICS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,000 shares; 2024Q4: 113,000 shares; 2025Q1: 113,000 shares; 2025Q2: 113,000 shares; 2025Q3: 113,000 shares; 2025Q4: 113,000 shares; 2026Q1: 150,435 shares 150,435 $564K 0.02% +37,435 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,936 shares; 2025Q3: 4,775 shares; 2025Q4: 6,767 shares; 2026Q1: 8,752 shares 8,752 $561K 0.02% +1,985 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,745 shares; 2024Q4: 15,745 shares; 2025Q1: 15,581 shares; 2025Q2: 13,673 shares; 2025Q3: 13,673 shares; 2025Q4: 13,673 shares; 2026Q1: 14,769 shares 14,769 $559K 0.02% +1,096 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,041 shares; 2024Q4: 36,406 shares; 2025Q1: 34,912 shares; 2025Q2: 34,303 shares; 2025Q3: 32,954 shares; 2025Q4: 32,108 shares; 2026Q1: 32,044 shares 32,044 $552K 0.02% -64 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $546K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 5,693 shares; 2025Q1: 5,346 shares; 2025Q2: 5,041 shares; 2025Q3: 3,739 shares; 2025Q4: 3,624 shares; 2026Q1: 3,614 shares 3,614 $545K 0.02% -10 Timeline PFM 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: 13,408 shares; 2024Q4: 13,208 shares; 2025Q1: 12,558 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,550 shares; 2026Q1: 10,550 shares 10,550 $539K 0.02% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,863 shares; 2025Q1: 4,863 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: 4,863 shares; 2026Q1: 4,768 shares 4,768 $538K 0.02% -95 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: 13,483 shares; 2024Q4: 13,483 shares; 2025Q1: 13,483 shares; 2025Q2: 13,483 shares; 2025Q3: 13,483 shares; 2025Q4: 13,483 shares; 2026Q1: 15,774 shares 15,774 $536K 0.02% +2,291 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 4,012 shares; 2025Q1: 4,012 shares; 2025Q2: 4,144 shares; 2025Q3: 4,144 shares; 2025Q4: 4,622 shares; 2026Q1: 4,622 shares 4,622 $535K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,676 shares; 2025Q1: 2,476 shares; 2025Q2: 2,501 shares; 2025Q3: 2,500 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $531K 0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,888 shares 14,888 $528K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,917 shares; 2024Q4: 8,248 shares; 2025Q1: 6,704 shares; 2025Q2: 6,854 shares; 2025Q3: 5,855 shares; 2025Q4: 5,536 shares; 2026Q1: 5,831 shares 5,831 $527K 0.01% +295 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,762 shares; 2024Q4: 43,964 shares; 2025Q1: 43,964 shares; 2025Q2: 43,964 shares; 2025Q3: 43,964 shares; 2025Q4: 45,970 shares; 2026Q1: 45,970 shares 45,970 $519K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,575 shares 1,575 $515K 0.01% +27 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,217 shares 2,217 $514K 0.01% new Timeline PGX 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: 203,515 shares; 2024Q4: 199,155 shares; 2025Q1: 191,025 shares; 2025Q2: 102,385 shares; 2025Q3: 86,145 shares; 2025Q4: 55,145 shares; 2026Q1: 47,145 shares 47,145 $513K 0.01% -8,000 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: not reported; 2025Q4: not reported; 2026Q1: 1,283 shares 1,283 $503K 0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,690 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,450 shares 4,450 $500K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,976 shares 4,976 $499K 0.01% +476 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: 6,652 shares; 2024Q4: 6,613 shares; 2025Q1: 5,703 shares; 2025Q2: 5,703 shares; 2025Q3: 5,813 shares; 2025Q4: 6,069 shares; 2026Q1: 6,069 shares 6,069 $498K 0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 11,681 shares; 2025Q1: 11,681 shares; 2025Q2: 11,681 shares; 2025Q3: 11,681 shares; 2025Q4: 19,180 shares; 2026Q1: 29,180 shares 29,180 $495K 0.01% +10,000 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,892 shares; 2024Q4: 14,892 shares; 2025Q1: 14,892 shares; 2025Q2: 14,893 shares; 2025Q3: 14,892 shares; 2025Q4: 14,892 shares; 2026Q1: 15,669 shares 15,669 $481K 0.01% +777 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,323 shares 2,323 $467K 0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,050 shares; 2024Q4: 14,729 shares; 2025Q1: 13,024 shares; 2025Q2: 12,245 shares; 2025Q3: 4,994 shares; 2025Q4: 4,481 shares; 2026Q1: 4,061 shares 4,061 $466K 0.01% -420 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 7,484 shares; 2025Q1: 7,105 shares; 2025Q2: 7,255 shares; 2025Q3: 7,515 shares; 2025Q4: 7,218 shares; 2026Q1: 6,548 shares 6,548 $466K 0.01% -670 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares 6,700 $456K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 25,300 shares; 2025Q4: 25,300 shares; 2026Q1: 25,300 shares 25,300 $456K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 4,990 shares; 2026Q1: 4,990 shares 4,990 $446K 0.01% 0 Timeline RWR 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: 5,080 shares; 2024Q4: 4,480 shares; 2025Q1: 4,605 shares; 2025Q2: 4,605 shares; 2025Q3: 4,605 shares; 2025Q4: 4,405 shares; 2026Q1: 4,405 shares 4,405 $445K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,075 shares 4,075 $445K 0.01% new Timeline DFLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,317 shares 12,317 $440K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,424 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,232 shares; 2026Q1: 5,232 shares 5,232 $432K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,546 shares; 2025Q1: 6,341 shares; 2025Q2: 6,046 shares; 2025Q3: 6,046 shares; 2025Q4: 8,077 shares; 2026Q1: 7,627 shares 7,627 $432K 0.01% -450 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: 18,468 shares; 2024Q4: 14,868 shares; 2025Q1: 13,369 shares; 2025Q2: 13,369 shares; 2025Q3: 13,969 shares; 2025Q4: 14,094 shares; 2026Q1: 8,251 shares 8,251 $429K 0.01% -5,843 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 416 shares; 2026Q1: 589 shares 589 $429K 0.01% +173 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,641 shares; 2026Q1: 5,904 shares 5,904 $428K 0.01% +1,263 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 7,261 shares; 2025Q1: 7,261 shares; 2025Q2: 7,049 shares; 2025Q3: 7,049 shares; 2025Q4: 7,049 shares; 2026Q1: 7,049 shares 7,049 $426K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,071 shares 8,071 $425K 0.01% +71 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,439 shares; 2025Q1: 3,124 shares; 2025Q2: 3,124 shares; 2025Q3: 3,124 shares; 2025Q4: 3,124 shares; 2026Q1: 3,124 shares 3,124 $422K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,565 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 2,046 shares; 2026Q1: 2,046 shares 2,046 $422K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 4,255 shares; 2025Q1: 3,315 shares; 2025Q2: 2,685 shares; 2025Q3: 2,595 shares; 2025Q4: 2,580 shares; 2026Q1: 2,446 shares 2,446 $417K 0.01% -134 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: not reported; 2024Q4: 1,869 shares; 2025Q1: 1,569 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 3,138 shares; 2026Q1: 3,138 shares 3,138 $417K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,358 shares; 2025Q3: 7,108 shares; 2025Q4: 7,108 shares; 2026Q1: 7,108 shares 7,108 $416K 0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,793 shares 8,793 $414K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,452 shares; 2025Q1: 8,802 shares; 2025Q2: 8,776 shares; 2025Q3: 8,776 shares; 2025Q4: not reported; 2026Q1: 8,899 shares 8,899 $413K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 2,361 shares; 2025Q1: 1,991 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 1,991 shares; 2026Q1: 2,391 shares 2,391 $413K 0.01% +400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares; 2026Q1: 1,234 shares 1,234 $406K 0.01% +504 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,793 shares 1,793 $404K 0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,341 shares; 2025Q3: 1,353 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares 1,336 $404K 0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,000 shares 33,000 $402K 0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares 4,300 $401K 0.01% 0 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: not reported; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 2,064 shares 2,064 $396K 0.01% +189 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,141 shares 5,141 $387K 0.01% +141 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,182 shares; 2025Q4: 1,299 shares; 2026Q1: 2,210 shares 2,210 $386K 0.01% +911 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,574 shares; 2025Q4: 10,574 shares; 2026Q1: 11,508 shares 11,508 $386K 0.01% +934 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares 12,600 $385K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,194 shares 3,194 $377K 0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,992 shares 1,992 $367K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,342 shares; 2026Q1: 1,361 shares 1,361 $362K 0.01% +19 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,330 shares; 2025Q3: 4,330 shares; 2025Q4: 4,330 shares; 2026Q1: 4,330 shares 4,330 $357K 0.01% 0 Timeline GOVT 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: not reported; 2026Q1: 15,489 shares 15,489 $355K 0.01% new 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: 1,026 shares 1,026 $353K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 3,389 shares; 2025Q1: 3,314 shares; 2025Q2: 3,314 shares; 2025Q3: 3,314 shares; 2025Q4: 3,114 shares; 2026Q1: 3,114 shares 3,114 $352K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares 2,390 $348K 0.01% 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: 6,054 shares; 2024Q4: 6,054 shares; 2025Q1: 6,054 shares; 2025Q2: 6,054 shares; 2025Q3: 6,054 shares; 2025Q4: 6,054 shares; 2026Q1: 3,576 shares 3,576 $347K 0.01% -2,478 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,612 shares; 2026Q1: 3,109 shares 3,109 $346K 0.01% +1,497 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,337 shares; 2024Q4: 37,417 shares; 2025Q1: 26,804 shares; 2025Q2: 7,101 shares; 2025Q3: 6,085 shares; 2025Q4: 5,439 shares; 2026Q1: 4,859 shares 4,859 $345K 0.01% -580 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,376 shares 1,376 $345K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,666 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,190 shares; 2026Q1: 2,130 shares 2,130 $345K 0.01% -60 Timeline BOTZ 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: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares; 2026Q1: 10,250 shares 10,250 $341K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares; 2026Q1: 888 shares 888 $337K 0.01% +158 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,282 shares; 2026Q1: 3,282 shares 3,282 $337K 0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,290 shares; 2025Q3: 1,090 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares 1,108 $337K 0.01% 0 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: 3,560 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 2,593 shares; 2026Q1: 2,626 shares 2,626 $336K 0.01% +33 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,492 shares; 2025Q1: 2,637 shares; 2025Q2: 2,198 shares; 2025Q3: 2,246 shares; 2025Q4: 2,239 shares; 2026Q1: 2,318 shares 2,318 $335K 0.01% +79 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,926 shares; 2026Q1: 6,117 shares 6,117 $322K 0.01% +191 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: 2,504 shares; 2026Q1: 2,544 shares 2,544 $321K 0.01% +40 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,166 shares; 2026Q1: 8,166 shares 8,166 $319K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,432 shares 3,432 $315K 0.01% new Timeline KBWB 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: 8,220 shares; 2024Q4: 8,120 shares; 2025Q1: 5,120 shares; 2025Q2: 5,120 shares; 2025Q3: 3,720 shares; 2025Q4: 3,720 shares; 2026Q1: 3,956 shares 3,956 $313K 0.01% +236 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 782 shares; 2025Q4: 757 shares; 2026Q1: 757 shares 757 $309K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,004 shares; 2024Q4: 19,833 shares; 2025Q1: 17,604 shares; 2025Q2: 17,604 shares; 2025Q3: 17,670 shares; 2025Q4: 17,604 shares; 2026Q1: 16,054 shares 16,054 $308K 0.01% -1,550 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: 1,040 shares; 2024Q4: 907 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 979 shares 979 $307K 0.01% +175 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 208 shares 208 $306K 0.01% +4 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,472 shares 3,472 $305K 0.01% new Timeline FOXA FOX CORP More: the full row for FOX 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: 4,611 shares; 2026Q1: 5,202 shares 5,202 $304K 0.01% +591 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 12,814 shares 12,814 $304K 0.01% +2,814 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,458 shares; 2025Q1: 1,491 shares; 2025Q2: 1,483 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares 1,458 $303K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,040 shares 1,040 $302K 0.01% -160 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,258 shares; 2025Q1: 9,031 shares; 2025Q2: 8,753 shares; 2025Q3: 8,753 shares; 2025Q4: 8,753 shares; 2026Q1: 8,753 shares 8,753 $301K 0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: 2,264 shares 2,264 $296K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares; 2026Q1: 11,705 shares 11,705 $294K 0.01% +1,475 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 7,185 shares 7,185 $288K 0.01% +285 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 797 shares 797 $286K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 3,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,633 shares; 2025Q4: 3,059 shares; 2026Q1: 3,059 shares 3,059 $285K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $284K 0.01% 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $283K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,151 shares 2,151 $275K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,730 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,205 shares; 2025Q4: 13,110 shares; 2026Q1: 13,110 shares 13,110 $271K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,126 shares; 2025Q1: 2,817 shares; 2025Q2: 3,793 shares; 2025Q3: 3,793 shares; 2025Q4: 2,817 shares; 2026Q1: 2,753 shares 2,753 $269K 0.01% -64 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6,636 shares; 2025Q1: 5,832 shares; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares; 2026Q1: 5,255 shares 5,255 $266K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 934 shares; 2026Q1: 962 shares 962 $264K 0.01% +28 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,474 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares; 2026Q1: 1,343 shares 1,343 $263K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 5,311 shares; 2025Q1: 4,691 shares; 2025Q2: 4,733 shares; 2025Q3: 4,890 shares; 2025Q4: 4,215 shares; 2026Q1: 4,015 shares 4,015 $259K 0.01% -200 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,250 shares 5,250 $259K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 6,255 shares; 2025Q1: 5,822 shares; 2025Q2: 5,030 shares; 2025Q3: 4,206 shares; 2025Q4: 4,206 shares; 2026Q1: 3,516 shares 3,516 $257K 0.01% -690 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,743 shares 1,743 $252K 0.01% 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: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $250K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,325 shares; 2025Q1: 2,093 shares; 2025Q2: 1,936 shares; 2025Q3: 1,621 shares; 2025Q4: 1,539 shares; 2026Q1: 1,939 shares 1,939 $247K 0.01% +400 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,337 shares 1,337 $243K 0.01% +312 Timeline PHO 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $241K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 8,031 shares; 2025Q4: 7,411 shares; 2026Q1: 5,988 shares 5,988 $239K 0.01% -1,423 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,121 shares; 2026Q1: 1,121 shares 1,121 $237K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,254 shares 3,254 $237K 0.01% new 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: not reported; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 733 shares 733 $235K 0.01% -2 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 987 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $233K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: 5,978 shares; 2025Q3: 5,978 shares; 2025Q4: 5,978 shares; 2026Q1: 5,978 shares 5,978 $233K 0.01% 0 Timeline LQD 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: 2,218 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 1,901 shares; 2026Q1: 2,126 shares 2,126 $232K 0.01% +225 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares 538 $228K 0.01% new Timeline IJJ 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: 2,571 shares; 2024Q4: 2,571 shares; 2025Q1: 2,571 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $227K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,344 shares 1,344 $227K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,270 shares 3,270 $227K 0.01% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD 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: 5,071 shares; 2026Q1: 5,071 shares 5,071 $226K 0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 890 shares 890 $223K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 996 shares; 2025Q3: 1,050 shares; 2025Q4: 968 shares; 2026Q1: 1,017 shares 1,017 $223K 0.01% +49 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,246 shares 2,246 $222K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 727 shares; 2026Q1: 727 shares 727 $221K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 9,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,430 shares; 2025Q4: 8,430 shares; 2026Q1: 8,430 shares 8,430 $220K 0.01% 0 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,368 shares; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares; 2025Q4: 4,368 shares; 2026Q1: 4,368 shares 4,368 $220K 0.01% 0 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: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares; 2026Q1: 1,498 shares 1,498 $220K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 843 shares 843 $217K 0.01% +40 Timeline EFAV 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: 2,365 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares 2,365 $216K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 486 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 492 shares; 2026Q1: 492 shares 492 $215K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,579 shares; 2025Q1: 1,579 shares; 2025Q2: 1,579 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 663 shares 663 $211K 0.01% -900 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,371 shares; 2025Q2: not reported; 2025Q3: 2,309 shares; 2025Q4: 2,503 shares; 2026Q1: 1,861 shares 1,861 $209K 0.01% -642 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: not reported; 2025Q3: 454 shares; 2025Q4: not reported; 2026Q1: 475 shares 475 $206K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 3,131 shares; 2025Q1: 2,724 shares; 2025Q2: 2,526 shares; 2025Q3: 2,401 shares; 2025Q4: 2,476 shares; 2026Q1: 2,300 shares 2,300 $203K 0.01% -176 Timeline AES AES CORP More: the full row for AES 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: 11,549 shares 11,549 $163K <0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $156K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,932 shares; 2024Q4: 26,110 shares; 2025Q1: 25,997 shares; 2025Q2: 25,997 shares; 2025Q3: 25,997 shares; 2025Q4: 28,658 shares; 2026Q1: 26,458 shares 26,458 $133K <0.01% -2,200 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,875 shares; 2025Q1: 13,875 shares; 2025Q2: 13,875 shares; 2025Q3: 13,875 shares; 2025Q4: 13,875 shares; 2026Q1: 13,875 shares 13,875 $60.7K <0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $11.4K <0.01% new Timeline