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: restricted; 2024Q4: 181,920 shares; 2025Q1: 180,501 shares; 2025Q2: 179,759 shares; 2025Q3: 178,036 shares; 2025Q4: 176,919 shares; 2026Q1: 174,429 shares 174,429 $122M 10.87% -2,490 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: restricted; 2024Q4: 1,276,734 shares; 2025Q1: 1,133,945 shares; 2025Q2: 1,011,913 shares; 2025Q3: 1,011,824 shares; 2025Q4: 1,011,825 shares; 2026Q1: 1,014,488 shares 1,014,488 $84.9M 7.59% +2,663 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406,232 shares; 2026Q1: 406,906 shares 406,906 $46.9M 4.19% +674 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: restricted; 2024Q4: 1,191,590 shares; 2025Q1: 1,049,086 shares; 2025Q2: 967,336 shares; 2025Q3: 962,585 shares; 2025Q4: 962,585 shares; 2026Q1: 965,424 shares 965,424 $40.2M 3.59% +2,839 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,987 shares; 2025Q1: 150,542 shares; 2025Q2: 148,112 shares; 2025Q3: 148,244 shares; 2025Q4: 147,410 shares; 2026Q1: 154,732 shares 154,732 $39.3M 3.51% +7,322 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,642 shares; 2025Q1: 94,727 shares; 2025Q2: 91,813 shares; 2025Q3: 91,055 shares; 2025Q4: 90,761 shares; 2026Q1: 105,156 shares 105,156 $38.9M 3.48% +14,395 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813,696 shares 813,696 $37.3M 3.33% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,830 shares; 2025Q1: 83,941 shares; 2025Q2: 81,334 shares; 2025Q3: 80,606 shares; 2025Q4: 81,119 shares; 2026Q1: 198,084 shares 198,084 $33.6M 3% +116,965 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,134 shares; 2025Q1: 117,943 shares; 2025Q2: 116,350 shares; 2025Q3: 116,270 shares; 2025Q4: 114,820 shares; 2026Q1: 115,713 shares 115,713 $33.2M 2.96% +893 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,659 shares; 2025Q1: 102,337 shares; 2025Q2: 101,202 shares; 2025Q3: 100,545 shares; 2025Q4: 100,175 shares; 2026Q1: 104,039 shares 104,039 $25.4M 2.27% +3,864 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,226 shares; 2025Q1: 82,680 shares; 2025Q2: 80,867 shares; 2025Q3: 79,671 shares; 2025Q4: 79,498 shares; 2026Q1: 82,455 shares 82,455 $24.3M 2.17% +2,957 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,128 shares; 2025Q1: 118,944 shares; 2025Q2: 116,719 shares; 2025Q3: 116,475 shares; 2025Q4: 116,213 shares; 2026Q1: 167,656 shares 167,656 $24.2M 2.16% +51,443 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,115 shares; 2025Q1: 30,142 shares; 2025Q2: 29,183 shares; 2025Q3: 28,806 shares; 2025Q4: 28,638 shares; 2026Q1: 30,134 shares 30,134 $21.3M 1.91% +1,496 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,187 shares; 2025Q1: 12,187 shares; 2025Q2: 11,870 shares; 2025Q3: 11,614 shares; 2025Q4: 11,434 shares; 2026Q1: 87,364 shares 87,364 $21.2M 1.89% +75,930 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,866 shares; 2025Q1: 93,181 shares; 2025Q2: 93,183 shares; 2025Q3: 93,876 shares; 2025Q4: 93,900 shares; 2026Q1: 95,110 shares 95,110 $19.8M 1.77% +1,210 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,681 shares; 2025Q1: 77,657 shares; 2025Q2: 76,480 shares; 2025Q3: 75,941 shares; 2025Q4: 75,466 shares; 2026Q1: 79,057 shares 79,057 $18.7M 1.67% +3,591 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: restricted; 2024Q4: 58,990 shares; 2025Q1: 57,817 shares; 2025Q2: 57,245 shares; 2025Q3: 57,483 shares; 2025Q4: 57,195 shares; 2026Q1: 56,961 shares 56,961 $18.6M 1.66% -234 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,214 shares; 2025Q1: 91,953 shares; 2025Q2: 90,678 shares; 2025Q3: 90,121 shares; 2025Q4: 89,173 shares; 2026Q1: 95,506 shares 95,506 $18.4M 1.65% +6,333 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,236 shares; 2025Q1: 52,605 shares; 2025Q2: 51,771 shares; 2025Q3: 51,574 shares; 2025Q4: 51,329 shares; 2026Q1: 54,947 shares 54,947 $17.1M 1.53% +3,618 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,923 shares; 2025Q1: 56,166 shares; 2025Q2: 55,473 shares; 2025Q3: 55,565 shares; 2025Q4: 55,477 shares; 2026Q1: 55,895 shares 55,895 $16.9M 1.51% +418 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: restricted; 2024Q4: 60,401 shares; 2025Q1: 59,798 shares; 2025Q2: 58,891 shares; 2025Q3: 58,734 shares; 2025Q4: 58,369 shares; 2026Q1: 60,936 shares 60,936 $15.9M 1.42% +2,567 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,896 shares; 2025Q1: 92,874 shares; 2025Q2: 92,518 shares; 2025Q3: 92,705 shares; 2025Q4: 92,599 shares; 2026Q1: 99,764 shares 99,764 $15.5M 1.38% +7,165 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,411 shares; 2025Q1: 69,380 shares; 2025Q2: 68,903 shares; 2025Q3: 69,313 shares; 2025Q4: 69,024 shares; 2026Q1: 128,401 shares 128,401 $15.4M 1.38% +59,377 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 664,671 shares; 2025Q1: 655,377 shares; 2025Q2: 655,377 shares; 2025Q3: 655,377 shares; 2025Q4: 655,377 shares; 2026Q1: 654,281 shares 654,281 $14.4M 1.29% -1,096 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: restricted; 2024Q4: 139,027 shares; 2025Q1: 137,082 shares; 2025Q2: 129,150 shares; 2025Q3: 128,826 shares; 2025Q4: 127,820 shares; 2026Q1: 133,509 shares 133,509 $12.5M 1.11% +5,689 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: restricted; 2024Q4: 39,121 shares; 2025Q1: 36,795 shares; 2025Q2: 35,877 shares; 2025Q3: 35,893 shares; 2025Q4: 35,323 shares; 2026Q1: 35,954 shares 35,954 $11.5M 1.03% +631 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,812 shares; 2025Q1: 59,852 shares; 2025Q2: 59,157 shares; 2025Q3: 60,247 shares; 2025Q4: 61,097 shares; 2026Q1: 66,097 shares 66,097 $11.5M 1.03% +5,000 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,190 shares; 2025Q1: 119,007 shares; 2025Q2: 117,217 shares; 2025Q3: 118,878 shares; 2025Q4: 118,210 shares; 2026Q1: 123,629 shares 123,629 $11.5M 1.03% +5,419 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,567 shares; 2025Q1: 96,452 shares; 2025Q2: 95,796 shares; 2025Q3: 97,890 shares; 2025Q4: 97,378 shares; 2026Q1: 103,015 shares 103,015 $10.6M 0.94% +5,637 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: restricted; 2024Q4: 65,260 shares; 2025Q1: 64,112 shares; 2025Q2: 62,617 shares; 2025Q3: 62,340 shares; 2025Q4: 61,745 shares; 2026Q1: 61,497 shares 61,497 $10.4M 0.93% -248 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,678 shares 64,678 $10.2M 0.91% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,541 shares; 2025Q1: 118,826 shares; 2025Q2: 115,431 shares; 2025Q3: 117,748 shares; 2025Q4: 117,878 shares; 2026Q1: 127,320 shares 127,320 $9.88M 0.88% +9,442 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,683 shares; 2025Q1: 47,915 shares; 2025Q2: 46,700 shares; 2025Q3: 46,780 shares; 2025Q4: 46,612 shares; 2026Q1: 46,444 shares 46,444 $9.61M 0.86% -168 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: restricted; 2024Q4: 103,614 shares; 2025Q1: 102,492 shares; 2025Q2: 99,098 shares; 2025Q3: 98,478 shares; 2025Q4: 98,295 shares; 2026Q1: 97,130 shares 97,130 $9.44M 0.84% -1,165 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,068 shares; 2025Q1: 32,347 shares; 2025Q2: 31,679 shares; 2025Q3: 31,900 shares; 2025Q4: 31,342 shares; 2026Q1: 30,907 shares 30,907 $8.88M 0.79% -435 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,926 shares; 2025Q1: 200,356 shares; 2025Q2: 203,603 shares; 2025Q3: 206,711 shares; 2025Q4: 203,103 shares; 2026Q1: 213,511 shares 213,511 $8.6M 0.77% +10,408 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,223 shares; 2025Q1: 25,138 shares; 2025Q2: 28,798 shares; 2025Q3: 30,555 shares; 2025Q4: 30,264 shares; 2026Q1: 30,121 shares 30,121 $8.15M 0.73% -143 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,094 shares; 2025Q1: 89,997 shares; 2025Q2: 89,282 shares; 2025Q3: 89,158 shares; 2025Q4: 87,972 shares; 2026Q1: 90,161 shares 90,161 $8.13M 0.73% +2,189 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,671 shares; 2025Q1: 12,422 shares; 2025Q2: 12,807 shares; 2025Q3: 13,230 shares; 2025Q4: 13,876 shares; 2026Q1: 13,952 shares 13,952 $7.98M 0.71% +76 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,963 shares; 2025Q1: 80,416 shares; 2025Q2: 79,996 shares; 2025Q3: 81,542 shares; 2025Q4: 80,991 shares; 2026Q1: 82,144 shares 82,144 $7.92M 0.71% +1,153 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,023 shares; 2025Q1: 30,691 shares; 2025Q2: 30,491 shares; 2025Q3: 30,464 shares; 2025Q4: 30,235 shares; 2026Q1: 32,511 shares 32,511 $7.89M 0.7% +2,276 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,620 shares; 2025Q1: 109,392 shares; 2025Q2: 109,392 shares; 2025Q3: 104,322 shares; 2025Q4: 104,322 shares; 2026Q1: 105,247 shares 105,247 $7.64M 0.68% +925 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: restricted; 2024Q4: 26,550 shares; 2025Q1: 26,038 shares; 2025Q2: 25,670 shares; 2025Q3: 25,832 shares; 2025Q4: 25,249 shares; 2026Q1: 24,698 shares 24,698 $6.47M 0.58% -551 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: restricted; 2024Q4: 27,289 shares; 2025Q1: 27,149 shares; 2025Q2: 26,530 shares; 2025Q3: 26,371 shares; 2025Q4: 26,336 shares; 2026Q1: 26,008 shares 26,008 $6.45M 0.58% -328 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: restricted; 2024Q4: 19,280 shares; 2025Q1: 18,741 shares; 2025Q2: 18,581 shares; 2025Q3: 18,406 shares; 2025Q4: 18,238 shares; 2026Q1: 18,108 shares 18,108 $6.45M 0.58% -130 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: restricted; 2024Q4: 22,919 shares; 2025Q1: 22,209 shares; 2025Q2: 21,287 shares; 2025Q3: 21,245 shares; 2025Q4: 21,138 shares; 2026Q1: 21,294 shares 21,294 $6.44M 0.58% +156 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,774 shares; 2025Q1: 33,962 shares; 2025Q2: 33,492 shares; 2025Q3: 32,783 shares; 2025Q4: 32,800 shares; 2026Q1: 126,620 shares 126,620 $6.17M 0.55% +93,820 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: restricted; 2024Q4: 5,547 shares; 2025Q1: 5,441 shares; 2025Q2: 5,338 shares; 2025Q3: 5,311 shares; 2025Q4: 5,237 shares; 2026Q1: 28,696 shares 28,696 $5.97M 0.53% +23,459 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,358 shares; 2025Q1: 10,270 shares; 2025Q2: 9,988 shares; 2025Q3: 9,892 shares; 2025Q4: 9,818 shares; 2026Q1: 20,142 shares 20,142 $5.72M 0.51% +10,324 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,415 shares; 2025Q1: 73,910 shares; 2025Q2: 70,696 shares; 2025Q3: 71,533 shares; 2025Q4: 71,704 shares; 2026Q1: 71,456 shares 71,456 $5.69M 0.51% -248 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: restricted; 2024Q4: 28,950 shares; 2025Q1: 27,701 shares; 2025Q2: 27,133 shares; 2025Q3: 27,467 shares; 2025Q4: 27,288 shares; 2026Q1: 21,668 shares 21,668 $4.9M 0.44% -5,620 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,949 shares; 2025Q1: 13,929 shares; 2025Q2: 13,270 shares; 2025Q3: 13,196 shares; 2025Q4: 13,197 shares; 2026Q1: 36,636 shares 36,636 $4.8M 0.43% +23,439 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,579 shares; 2025Q1: 24,048 shares; 2025Q2: 24,044 shares; 2025Q3: 24,323 shares; 2025Q4: 24,268 shares; 2026Q1: 24,617 shares 24,617 $4.55M 0.41% +349 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,903 shares; 2025Q1: 4,853 shares; 2025Q2: 4,853 shares; 2025Q3: 4,853 shares; 2025Q4: 4,838 shares; 2026Q1: 4,838 shares 4,838 $4.45M 0.4% 0 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: restricted; 2024Q4: 39,007 shares; 2025Q1: 37,693 shares; 2025Q2: 31,996 shares; 2025Q3: 29,535 shares; 2025Q4: 28,668 shares; 2026Q1: 27,827 shares 27,827 $4.38M 0.39% -841 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,554 shares; 2025Q1: 2,554 shares; 2025Q2: 2,459 shares; 2025Q3: 2,446 shares; 2025Q4: 2,421 shares; 2026Q1: 5,003 shares 5,003 $4.37M 0.39% +2,582 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,561 shares; 2025Q1: 31,928 shares; 2025Q2: 31,756 shares; 2025Q3: 31,679 shares; 2025Q4: 31,570 shares; 2026Q1: 32,456 shares 32,456 $4.03M 0.36% +886 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: restricted; 2024Q4: 41,330 shares; 2025Q1: 40,867 shares; 2025Q2: 39,956 shares; 2025Q3: 39,826 shares; 2025Q4: 39,791 shares; 2026Q1: 38,856 shares 38,856 $3.75M 0.33% -935 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: restricted; 2024Q4: 13,634 shares; 2025Q1: 13,761 shares; 2025Q2: 13,406 shares; 2025Q3: 14,462 shares; 2025Q4: 14,305 shares; 2026Q1: 14,610 shares 14,610 $3.55M 0.32% +305 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,858 shares; 2025Q1: 8,701 shares; 2025Q2: 8,206 shares; 2025Q3: 7,973 shares; 2025Q4: 7,736 shares; 2026Q1: 7,406 shares 7,406 $3.55M 0.32% -330 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,148 shares 6,148 $3.55M 0.32% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,230 shares; 2025Q1: 10,225 shares; 2025Q2: 9,942 shares; 2025Q3: 9,958 shares; 2025Q4: 9,956 shares; 2026Q1: 10,771 shares 10,771 $3.1M 0.28% +815 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,210 shares; 2025Q1: 14,115 shares; 2025Q2: 13,901 shares; 2025Q3: 13,946 shares; 2025Q4: 13,892 shares; 2026Q1: 13,867 shares 13,867 $3.02M 0.27% -25 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: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.26% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,653 shares; 2025Q1: 36,608 shares; 2025Q2: 36,553 shares; 2025Q3: 36,333 shares; 2025Q4: 36,224 shares; 2026Q1: 36,100 shares 36,100 $2.75M 0.25% -124 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: restricted; 2024Q4: 40,435 shares; 2025Q1: 40,279 shares; 2025Q2: 37,731 shares; 2025Q3: 37,942 shares; 2025Q4: 38,041 shares; 2026Q1: 37,726 shares 37,726 $2.33M 0.21% -315 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: restricted; 2024Q4: 35,621 shares; 2025Q1: 31,811 shares; 2025Q2: 31,002 shares; 2025Q3: 30,077 shares; 2025Q4: 28,912 shares; 2026Q1: 45,102 shares 45,102 $2.26M 0.2% +16,190 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: restricted; 2024Q4: 17,600 shares; 2025Q1: 17,600 shares; 2025Q2: 15,720 shares; 2025Q3: 15,615 shares; 2025Q4: 15,615 shares; 2026Q1: 15,495 shares 15,495 $2.11M 0.19% -120 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: restricted; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 12,500 shares; 2025Q3: 11,280 shares; 2025Q4: 11,280 shares; 2026Q1: 10,080 shares 10,080 $2.08M 0.19% -1,200 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: restricted; 2024Q4: 9,597 shares; 2025Q1: 9,530 shares; 2025Q2: 9,458 shares; 2025Q3: 9,358 shares; 2025Q4: 9,358 shares; 2026Q1: 9,273 shares 9,273 $1.93M 0.17% -85 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,765 shares; 2025Q1: 7,830 shares; 2025Q2: 8,594 shares; 2025Q3: 10,466 shares; 2025Q4: 10,271 shares; 2026Q1: 10,311 shares 10,311 $1.92M 0.17% +40 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: restricted; 2024Q4: 5,073 shares; 2025Q1: 5,069 shares; 2025Q2: 4,999 shares; 2025Q3: 4,974 shares; 2025Q4: 4,974 shares; 2026Q1: 4,954 shares 4,954 $1.74M 0.16% -20 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,741 shares; 2025Q1: 19,311 shares; 2025Q2: 19,671 shares; 2025Q3: 21,152 shares; 2025Q4: 23,263 shares; 2026Q1: 26,434 shares 26,434 $1.69M 0.15% +3,171 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,610 shares; 2025Q1: 5,520 shares; 2025Q2: 5,453 shares; 2025Q3: 5,446 shares; 2025Q4: 5,304 shares; 2026Q1: 4,998 shares 4,998 $1.64M 0.15% -306 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: restricted; 2024Q4: 12,756 shares; 2025Q1: 11,174 shares; 2025Q2: 10,849 shares; 2025Q3: 10,834 shares; 2025Q4: 10,834 shares; 2026Q1: 10,819 shares 10,819 $1.57M 0.14% -15 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: restricted; 2024Q4: 7,811 shares; 2025Q1: 7,811 shares; 2025Q2: 7,811 shares; 2025Q3: 7,811 shares; 2025Q4: 7,811 shares; 2026Q1: 7,811 shares 7,811 $1.52M 0.14% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $1.45M 0.13% 0 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: restricted; 2024Q4: 11,460 shares; 2025Q1: 11,165 shares; 2025Q2: 10,649 shares; 2025Q3: 10,613 shares; 2025Q4: 10,913 shares; 2026Q1: 10,634 shares 10,634 $1.39M 0.12% -279 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: restricted; 2024Q4: 16,614 shares; 2025Q1: 15,014 shares; 2025Q2: 14,859 shares; 2025Q3: 14,464 shares; 2025Q4: 14,464 shares; 2026Q1: 14,414 shares 14,414 $1.39M 0.12% -50 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: restricted; 2024Q4: 35,833 shares; 2025Q1: 35,533 shares; 2025Q2: 34,883 shares; 2025Q3: 30,607 shares; 2025Q4: 30,476 shares; 2026Q1: 30,755 shares 30,755 $1.36M 0.12% +279 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: restricted; 2024Q4: 6,980 shares; 2025Q1: 6,935 shares; 2025Q2: 6,939 shares; 2025Q3: 19,819 shares; 2025Q4: 20,084 shares; 2026Q1: 23,238 shares 23,238 $1.34M 0.12% +3,154 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 2,178 shares; 2025Q3: 2,188 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares 2,168 $1.31M 0.12% 0 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: restricted; 2024Q4: 7,369 shares; 2025Q1: 7,369 shares; 2025Q2: 7,369 shares; 2025Q3: 7,369 shares; 2025Q4: 7,369 shares; 2026Q1: 7,369 shares 7,369 $1.21M 0.11% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,893 shares 3,893 $1.2M 0.11% new 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: restricted; 2024Q4: 3,240 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares 2,740 $1.18M 0.11% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,999 shares; 2025Q1: 59,150 shares; 2025Q2: 57,559 shares; 2025Q3: 57,108 shares; 2025Q4: 54,423 shares; 2026Q1: 51,487 shares 51,487 $1.16M 0.1% -2,936 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,155 shares; 2025Q1: 17,749 shares; 2025Q2: 15,839 shares; 2025Q3: 15,713 shares; 2025Q4: 15,262 shares; 2026Q1: 12,620 shares 12,620 $1.12M 0.1% -2,642 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: restricted; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,758 shares; 2026Q1: 1,780 shares 1,780 $1.06M 0.1% +22 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: restricted; 2024Q4: 9,853 shares; 2025Q1: 9,763 shares; 2025Q2: 9,363 shares; 2025Q3: 8,887 shares; 2025Q4: 8,747 shares; 2026Q1: 8,747 shares 8,747 $1.04M 0.09% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,452 shares 3,452 $1.03M 0.09% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,324 shares; 2025Q1: 6,324 shares; 2025Q2: 6,324 shares; 2025Q3: 6,324 shares; 2025Q4: 6,024 shares; 2026Q1: 6,024 shares 6,024 $962K 0.09% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,521 shares 3,521 $939K 0.08% new 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: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,292 shares; 2025Q2: 4,292 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares; 2026Q1: 4,292 shares 4,292 $890K 0.08% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,451 shares; 2025Q1: 24,451 shares; 2025Q2: 24,151 shares; 2025Q3: 24,151 shares; 2025Q4: 24,151 shares; 2026Q1: 21,451 shares 21,451 $881K 0.08% -2,700 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,009 shares; 2025Q1: 6,009 shares; 2025Q2: 5,994 shares; 2025Q3: 6,054 shares; 2025Q4: 5,914 shares; 2026Q1: 5,914 shares 5,914 $870K 0.08% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,899 shares; 2026Q1: 2,899 shares 2,899 $846K 0.08% 0 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: restricted; 2024Q4: 17,449 shares; 2025Q1: 16,779 shares; 2025Q2: 16,779 shares; 2025Q3: 16,547 shares; 2025Q4: 17,407 shares; 2026Q1: 28,738 shares 28,738 $833K 0.07% +11,331 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: restricted; 2024Q4: 19,143 shares; 2025Q1: 18,838 shares; 2025Q2: 18,517 shares; 2025Q3: 18,417 shares; 2025Q4: 18,616 shares; 2026Q1: 14,970 shares 14,970 $809K 0.07% -3,646 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,037 shares; 2025Q1: 3,850 shares; 2025Q2: 3,710 shares; 2025Q3: 3,819 shares; 2025Q4: 3,720 shares; 2026Q1: 4,205 shares 4,205 $797K 0.07% +485 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: restricted; 2024Q4: 11,824 shares; 2025Q1: 11,340 shares; 2025Q2: 11,342 shares; 2025Q3: 11,263 shares; 2025Q4: 10,835 shares; 2026Q1: 10,300 shares 10,300 $735K 0.07% -535 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: restricted; 2024Q4: 2,430 shares; 2025Q1: 3,430 shares; 2025Q2: not reported; 2025Q3: 3,430 shares; 2025Q4: not reported; 2026Q1: 3,430 shares 3,430 $728K 0.07% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,144 shares; 2025Q1: 9,710 shares; 2025Q2: 9,710 shares; 2025Q3: 9,710 shares; 2025Q4: 9,710 shares; 2026Q1: 9,710 shares 9,710 $706K 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,487 shares; 2025Q1: 5,214 shares; 2025Q2: 5,213 shares; 2025Q3: 5,266 shares; 2025Q4: 5,214 shares; 2026Q1: 5,212 shares 5,212 $688K 0.06% -2 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares; 2026Q1: 2,491 shares 2,491 $678K 0.06% 0 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: restricted; 2024Q4: 10,337 shares; 2025Q1: 10,022 shares; 2025Q2: 10,022 shares; 2025Q3: 10,125 shares; 2025Q4: 11,184 shares; 2026Q1: 12,544 shares 12,544 $678K 0.06% +1,360 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,683 shares; 2025Q1: 7,616 shares; 2025Q2: 7,516 shares; 2025Q3: 6,710 shares; 2025Q4: 6,460 shares; 2026Q1: 6,165 shares 6,165 $655K 0.06% -295 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares 1,003 $652K 0.06% 0 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: restricted; 2024Q4: 9,557 shares; 2025Q1: 9,262 shares; 2025Q2: 8,016 shares; 2025Q3: 7,739 shares; 2025Q4: 7,388 shares; 2026Q1: 11,333 shares 11,333 $638K 0.06% +3,945 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,034 shares; 2025Q1: 12,779 shares; 2025Q2: 12,046 shares; 2025Q3: 11,178 shares; 2025Q4: 11,181 shares; 2026Q1: 10,194 shares 10,194 $618K 0.06% -987 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: 3,680 shares; 2025Q3: 3,655 shares; 2025Q4: 3,655 shares; 2026Q1: 3,625 shares 3,625 $599K 0.05% -30 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,126 shares; 2025Q1: 1,086 shares; 2025Q2: 1,052 shares; 2025Q3: 1,042 shares; 2025Q4: 1,043 shares; 2026Q1: 1,038 shares 1,038 $585K 0.05% -5 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: restricted; 2024Q4: 955 shares; 2025Q1: 930 shares; 2025Q2: 905 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 855 shares 855 $584K 0.05% -25 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: restricted; 2024Q4: 1,280 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,130 shares 1,130 $560K 0.05% -90 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: restricted; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 541 shares; 2026Q1: 551 shares 551 $549K 0.05% +10 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,090 shares; 2025Q1: 1,993 shares; 2025Q2: 1,752 shares; 2025Q3: 1,757 shares; 2025Q4: 1,687 shares; 2026Q1: 2,052 shares 2,052 $547K 0.05% +365 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,410 shares; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares; 2026Q1: 2,604 shares 2,604 $543K 0.05% -1 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: restricted; 2024Q4: 5,863 shares; 2025Q1: 5,863 shares; 2025Q2: 5,244 shares; 2025Q3: 5,128 shares; 2025Q4: 4,988 shares; 2026Q1: 7,036 shares 7,036 $542K 0.05% +2,048 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,948 shares 42,948 $530K 0.05% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,980 shares; 2025Q1: 5,980 shares; 2025Q2: 5,980 shares; 2025Q3: 5,980 shares; 2025Q4: 5,980 shares; 2026Q1: 5,980 shares 5,980 $501K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,714 shares; 2025Q1: 5,699 shares; 2025Q2: 5,644 shares; 2025Q3: 5,419 shares; 2025Q4: 5,419 shares; 2026Q1: 5,849 shares 5,849 $499K 0.04% +430 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 899 shares 899 $494K 0.04% new 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: restricted; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares 1,137 $493K 0.04% 0 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: restricted; 2024Q4: 1,969 shares; 2025Q1: 1,954 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares; 2026Q1: 1,709 shares 1,709 $490K 0.04% -45 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,868 shares; 2025Q1: 4,028 shares; 2025Q2: 4,032 shares; 2025Q3: 4,036 shares; 2025Q4: 3,790 shares; 2026Q1: 7,591 shares 7,591 $473K 0.04% +3,801 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,945 shares; 2025Q1: 21,345 shares; 2025Q2: 21,345 shares; 2025Q3: 21,345 shares; 2025Q4: 19,611 shares; 2026Q1: 19,611 shares 19,611 $463K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares 2,525 $460K 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,294 shares; 2025Q3: 2,294 shares; 2025Q4: 2,294 shares; 2026Q1: 2,497 shares 2,497 $456K 0.04% +203 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,740 shares 5,740 $450K 0.04% new 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: restricted; 2024Q4: 23,393 shares; 2025Q1: 21,875 shares; 2025Q2: 17,188 shares; 2025Q3: 16,491 shares; 2025Q4: 15,991 shares; 2026Q1: 15,790 shares 15,790 $443K 0.04% -201 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,105 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,904 shares; 2025Q4: 3,379 shares; 2026Q1: 3,379 shares 3,379 $443K 0.04% 0 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: restricted; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,911 shares; 2025Q4: 1,911 shares; 2026Q1: 1,911 shares 1,911 $440K 0.04% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,015 shares; 2025Q1: 17,905 shares; 2025Q2: 17,670 shares; 2025Q3: 17,550 shares; 2025Q4: 17,450 shares; 2026Q1: 12,992 shares 12,992 $439K 0.04% -4,458 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 1,904 shares; 2026Q1: 1,904 shares 1,904 $437K 0.04% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $437K 0.04% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 918 shares; 2025Q1: 913 shares; 2025Q2: 882 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 841 shares 841 $413K 0.04% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares 3,250 $411K 0.04% new 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: restricted; 2024Q4: 11,626 shares; 2025Q1: 11,402 shares; 2025Q2: 11,382 shares; 2025Q3: 11,358 shares; 2025Q4: 10,705 shares; 2026Q1: 10,897 shares 10,897 $406K 0.04% +192 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,635 shares 2,635 $385K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,860 shares 4,860 $375K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,124 shares 5,124 $365K 0.03% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,485 shares; 2025Q1: 8,435 shares; 2025Q2: 8,385 shares; 2025Q3: 8,285 shares; 2025Q4: 8,285 shares; 2026Q1: 7,804 shares 7,804 $359K 0.03% -481 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: restricted; 2024Q4: 6,318 shares; 2025Q1: 5,718 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,492 shares 12,492 $359K 0.03% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,351 shares; 2025Q4: 3,951 shares; 2026Q1: 3,936 shares 3,936 $356K 0.03% -15 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 341 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $351K 0.03% 0 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: restricted; 2024Q4: 4,100 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,685 shares; 2025Q4: 4,460 shares; 2026Q1: 4,315 shares 4,315 $349K 0.03% -145 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,363 shares; 2026Q1: 4,509 shares 4,509 $343K 0.03% +146 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares; 2025Q3: 3,056 shares; 2025Q4: 3,006 shares; 2026Q1: 3,526 shares 3,526 $340K 0.03% +520 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: restricted; 2024Q4: 2,985 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 2,931 shares 2,931 $339K 0.03% 0 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: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares 3,050 $335K 0.03% 0 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: restricted; 2024Q4: 1,662 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $328K 0.03% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,113 shares; 2025Q1: 8,595 shares; 2025Q2: 8,326 shares; 2025Q3: 8,383 shares; 2025Q4: 8,141 shares; 2026Q1: 5,168 shares 5,168 $305K 0.03% -2,973 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: restricted; 2024Q4: 5,741 shares; 2025Q1: 5,483 shares; 2025Q2: 5,510 shares; 2025Q3: 5,272 shares; 2025Q4: 4,780 shares; 2026Q1: 4,237 shares 4,237 $304K 0.03% -543 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: restricted; 2024Q4: 4,841 shares; 2025Q1: 4,804 shares; 2025Q2: 3,870 shares; 2025Q3: 3,664 shares; 2025Q4: 3,664 shares; 2026Q1: 3,444 shares 3,444 $298K 0.03% -220 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $292K 0.03% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,048 shares; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares; 2026Q1: 3,048 shares 3,048 $286K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,648 shares; 2025Q1: 1,316 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares 984 $286K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,936 shares; 2025Q1: 1,836 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $285K 0.03% 0 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: restricted; 2024Q4: 4,686 shares; 2025Q1: 4,353 shares; 2025Q2: 4,425 shares; 2025Q3: 4,748 shares; 2025Q4: 5,021 shares; 2026Q1: 5,357 shares 5,357 $283K 0.03% +336 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $275K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares 325 $275K 0.02% new 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: restricted; 2024Q4: 4,647 shares; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $265K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,690 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 2,690 shares; 2025Q4: 2,680 shares; 2026Q1: 2,680 shares 2,680 $260K 0.02% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares 1,283 $253K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 1,788 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,728 shares 1,728 $253K 0.02% -10 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,649 shares 2,649 $246K 0.02% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $246K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: 3,722 shares; 2025Q2: 3,672 shares; 2025Q3: 3,652 shares; 2025Q4: 3,652 shares; 2026Q1: 3,627 shares 3,627 $239K 0.02% -25 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,085 shares; 2025Q1: 2,795 shares; 2025Q2: 2,064 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,931 shares 1,931 $234K 0.02% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $222K 0.02% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,638 shares 18,638 $214K 0.02% new 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: restricted; 2024Q4: 1,705 shares; 2025Q1: 1,706 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,603 shares; 2026Q1: 1,635 shares 1,635 $211K 0.02% +32 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,689 shares 1,689 $208K 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares 488 $208K 0.02% 0 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,262 shares 12,262 $126K 0.01% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,444 shares 15,444 $117K 0.01% new Timeline