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: 210,467 shares; 2024Q4: 212,840 shares; 2025Q1: 227,991 shares; 2025Q2: 228,311 shares; 2025Q3: 226,961 shares; 2025Q4: 208,763 shares; 2026Q1: 197,403 shares 197,403 $17.4M 6.05% -11,360 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: 221,835 shares; 2024Q4: 228,541 shares; 2025Q1: 228,603 shares; 2025Q2: 234,109 shares; 2025Q3: 253,954 shares; 2025Q4: 291,349 shares; 2026Q1: 307,579 shares 307,579 $12M 4.17% +16,230 Timeline EQWL 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: not reported; 2025Q1: not reported; 2025Q2: 4,352 shares; 2025Q3: 33,427 shares; 2025Q4: 67,107 shares; 2026Q1: 78,706 shares 78,706 $9.07M 3.16% +11,599 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: 78,227 shares; 2024Q4: 77,124 shares; 2025Q1: 78,724 shares; 2025Q2: 76,274 shares; 2025Q3: 90,263 shares; 2025Q4: 109,618 shares; 2026Q1: 111,643 shares 111,643 $8.75M 3.05% +2,025 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: 48,645 shares; 2024Q4: 60,748 shares; 2025Q1: 61,557 shares; 2025Q2: 67,300 shares; 2025Q3: 75,475 shares; 2025Q4: 95,720 shares; 2026Q1: 102,700 shares 102,700 $7.31M 2.54% +6,980 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,355 shares; 2024Q4: 129,180 shares; 2025Q1: 131,205 shares; 2025Q2: 140,538 shares; 2025Q3: 126,488 shares; 2025Q4: 142,673 shares; 2026Q1: 135,693 shares 135,693 $6.87M 2.39% -6,980 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: 30,822 shares; 2024Q4: 31,407 shares; 2025Q1: 31,407 shares; 2025Q2: 31,407 shares; 2025Q3: 31,402 shares; 2025Q4: 31,402 shares; 2026Q1: 32,337 shares 32,337 $5.96M 2.07% +935 Timeline BIL 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: 30,441 shares; 2024Q4: 93,424 shares; 2025Q1: 66,173 shares; 2025Q2: 64,883 shares; 2025Q3: 65,043 shares; 2025Q4: 65,778 shares; 2026Q1: 64,643 shares 64,643 $5.92M 2.06% -1,135 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,900 shares; 2024Q4: 31,300 shares; 2025Q1: 90,700 shares; 2025Q2: 101,200 shares; 2025Q3: 111,200 shares; 2025Q4: 109,200 shares; 2026Q1: 109,200 shares 109,200 $5.57M 1.94% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 49,700 shares; 2025Q3: 52,600 shares; 2025Q4: 50,700 shares; 2026Q1: 50,700 shares 50,700 $5.38M 1.87% 0 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: 17,746 shares; 2024Q4: 17,803 shares; 2025Q1: 17,943 shares; 2025Q2: 17,907 shares; 2025Q3: 18,011 shares; 2025Q4: 18,174 shares; 2026Q1: 18,235 shares 18,235 $5.36M 1.87% +61 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: 61,877 shares; 2024Q4: 62,047 shares; 2025Q1: 62,149 shares; 2025Q2: 62,616 shares; 2025Q3: 63,235 shares; 2025Q4: 64,112 shares; 2026Q1: 64,462 shares 64,462 $5M 1.74% +350 Timeline DFNM 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: 90,000 shares; 2025Q3: 99,200 shares; 2025Q4: 97,500 shares; 2026Q1: 97,500 shares 97,500 $4.67M 1.63% 0 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: 26,828 shares; 2024Q4: 27,061 shares; 2025Q1: 27,137 shares; 2025Q2: 26,957 shares; 2025Q3: 27,558 shares; 2025Q4: 28,154 shares; 2026Q1: 27,213 shares 27,213 $4.62M 1.61% -941 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: 12,207 shares; 2024Q4: 11,913 shares; 2025Q1: 11,789 shares; 2025Q2: 11,669 shares; 2025Q3: 11,950 shares; 2025Q4: 12,059 shares; 2026Q1: 12,343 shares 12,343 $4.57M 1.59% +284 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: 57,873 shares; 2024Q4: 61,197 shares; 2025Q1: 61,047 shares; 2025Q2: 67,147 shares; 2025Q3: 66,642 shares; 2025Q4: 66,397 shares; 2026Q1: 66,452 shares 66,452 $4.49M 1.56% +55 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: 3,236 shares; 2024Q4: 2,804 shares; 2025Q1: 2,754 shares; 2025Q2: 5,019 shares; 2025Q3: 6,457 shares; 2025Q4: 6,181 shares; 2026Q1: 6,598 shares 6,598 $4.31M 1.5% +417 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: 23,638 shares; 2024Q4: 23,566 shares; 2025Q1: 23,298 shares; 2025Q2: 29,671 shares; 2025Q3: 29,581 shares; 2025Q4: 29,481 shares; 2026Q1: 28,680 shares 28,680 $4.25M 1.48% -801 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: 11,765 shares; 2024Q4: 12,558 shares; 2025Q1: 12,305 shares; 2025Q2: 12,611 shares; 2025Q3: 13,865 shares; 2025Q4: 14,040 shares; 2026Q1: 14,294 shares 14,294 $4.11M 1.43% +254 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: 8,907 shares; 2024Q4: 11,938 shares; 2025Q1: 12,859 shares; 2025Q2: 14,192 shares; 2025Q3: 13,172 shares; 2025Q4: 12,942 shares; 2026Q1: 12,777 shares 12,777 $4.1M 1.43% -165 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,168 shares; 2024Q4: 6,168 shares; 2025Q1: 6,168 shares; 2025Q2: 6,168 shares; 2025Q3: 6,229 shares; 2025Q4: 6,168 shares; 2026Q1: 6,121 shares 6,121 $3.98M 1.38% -47 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: 39,598 shares; 2024Q4: 71,978 shares; 2025Q1: 71,978 shares; 2025Q2: 42,997 shares; 2025Q3: 40,271 shares; 2025Q4: 38,811 shares; 2026Q1: 46,176 shares 46,176 $3.66M 1.27% +7,365 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: 13,558 shares; 2024Q4: 13,265 shares; 2025Q1: 12,885 shares; 2025Q2: 12,606 shares; 2025Q3: 13,293 shares; 2025Q4: 13,199 shares; 2026Q1: 13,878 shares 13,878 $3.52M 1.23% +679 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,964 shares; 2024Q4: 15,964 shares; 2025Q1: 15,924 shares; 2025Q2: 15,924 shares; 2025Q3: 15,924 shares; 2025Q4: 15,924 shares; 2026Q1: 15,924 shares 15,924 $3.46M 1.2% 0 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: 15,805 shares; 2024Q4: 15,810 shares; 2025Q1: 15,825 shares; 2025Q2: 16,017 shares; 2025Q3: 16,230 shares; 2025Q4: 16,295 shares; 2026Q1: 15,855 shares 15,855 $3.35M 1.17% -440 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: 13,106 shares; 2024Q4: 13,153 shares; 2025Q1: 13,187 shares; 2025Q2: 13,180 shares; 2025Q3: 13,297 shares; 2025Q4: 13,521 shares; 2026Q1: 13,371 shares 13,371 $3.24M 1.13% -150 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: 19,346 shares; 2024Q4: 19,190 shares; 2025Q1: 19,256 shares; 2025Q2: 19,236 shares; 2025Q3: 19,126 shares; 2025Q4: 13,821 shares; 2026Q1: 14,008 shares 14,008 $3.01M 1.05% +187 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: 16,825 shares; 2024Q4: 17,467 shares; 2025Q1: 19,277 shares; 2025Q2: 13,982 shares; 2025Q3: 13,982 shares; 2025Q4: 14,002 shares; 2026Q1: 15,037 shares 15,037 $2.95M 1.03% +1,035 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: 5,542 shares; 2024Q4: 5,542 shares; 2025Q1: 5,542 shares; 2025Q2: 35,507 shares; 2025Q3: 35,507 shares; 2025Q4: 35,507 shares; 2026Q1: 35,507 shares 35,507 $2.94M 1.02% 0 Timeline DGRO 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: 51,953 shares; 2024Q4: 51,993 shares; 2025Q1: 51,093 shares; 2025Q2: 37,298 shares; 2025Q3: 37,693 shares; 2025Q4: 37,693 shares; 2026Q1: 37,693 shares 37,693 $2.65M 0.92% 0 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: 2,649 shares; 2024Q4: 3,080 shares; 2025Q1: 2,953 shares; 2025Q2: 2,869 shares; 2025Q3: 2,629 shares; 2025Q4: 2,615 shares; 2026Q1: 2,598 shares 2,598 $2.59M 0.9% -17 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: 9,121 shares; 2024Q4: 9,463 shares; 2025Q1: 9,523 shares; 2025Q2: 9,604 shares; 2025Q3: 9,849 shares; 2025Q4: 10,179 shares; 2026Q1: 10,302 shares 10,302 $2.52M 0.88% +123 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: 6,073 shares; 2024Q4: 6,092 shares; 2025Q1: 6,117 shares; 2025Q2: 6,370 shares; 2025Q3: 6,717 shares; 2025Q4: 6,942 shares; 2026Q1: 7,018 shares 7,018 $2.47M 0.86% +76 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: 22,055 shares; 2024Q4: 22,081 shares; 2025Q1: 22,111 shares; 2025Q2: 22,409 shares; 2025Q3: 21,909 shares; 2025Q4: 22,474 shares; 2026Q1: 22,320 shares 22,320 $2.45M 0.85% -154 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: 10,794 shares; 2024Q4: 10,734 shares; 2025Q1: 10,850 shares; 2025Q2: 11,550 shares; 2025Q3: 11,550 shares; 2025Q4: 11,550 shares; 2026Q1: 11,570 shares 11,570 $2.39M 0.83% +20 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: 17,635 shares; 2024Q4: 17,713 shares; 2025Q1: 17,743 shares; 2025Q2: 17,668 shares; 2025Q3: 17,468 shares; 2025Q4: 17,750 shares; 2026Q1: 17,941 shares 17,941 $2.35M 0.82% +191 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: 11,020 shares; 2024Q4: 10,020 shares; 2025Q1: 9,580 shares; 2025Q2: 9,520 shares; 2025Q3: 7,610 shares; 2025Q4: 7,355 shares; 2026Q1: 7,569 shares 7,569 $2.34M 0.81% +214 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: 47,465 shares; 2024Q4: 46,145 shares; 2025Q1: 45,975 shares; 2025Q2: 43,875 shares; 2025Q3: 44,000 shares; 2025Q4: 44,000 shares; 2026Q1: 43,900 shares 43,900 $2.34M 0.81% -100 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: 11,394 shares; 2024Q4: 11,194 shares; 2025Q1: 11,194 shares; 2025Q2: 10,894 shares; 2025Q3: 10,694 shares; 2025Q4: 10,733 shares; 2026Q1: 10,703 shares 10,703 $2.33M 0.81% -30 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: 34,085 shares; 2024Q4: 36,204 shares; 2025Q1: 35,689 shares; 2025Q2: 38,509 shares; 2025Q3: 39,570 shares; 2025Q4: 42,621 shares; 2026Q1: 46,129 shares 46,129 $2.32M 0.81% +3,508 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: 2,925 shares; 2024Q4: 2,725 shares; 2025Q1: 2,532 shares; 2025Q2: 2,495 shares; 2025Q3: 2,469 shares; 2025Q4: 2,423 shares; 2026Q1: 2,323 shares 2,323 $2.14M 0.74% -100 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 35,775 shares; 2025Q1: 35,775 shares; 2025Q2: 35,775 shares; 2025Q3: 35,775 shares; 2025Q4: 35,775 shares; 2026Q1: 35,775 shares 35,775 $2.03M 0.71% 0 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: 14,414 shares; 2024Q4: 16,186 shares; 2025Q1: 16,186 shares; 2025Q2: 16,186 shares; 2025Q3: 16,253 shares; 2025Q4: 16,186 shares; 2026Q1: 16,186 shares 16,186 $2.01M 0.7% 0 Timeline DUSB 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: 5,000 shares; 2025Q4: 24,700 shares; 2026Q1: 38,200 shares 38,200 $1.94M 0.67% +13,500 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: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares; 2025Q4: 28,700 shares; 2026Q1: 28,700 shares 28,700 $1.76M 0.61% 0 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: 4,697 shares; 2024Q4: 4,319 shares; 2025Q1: 4,199 shares; 2025Q2: 4,499 shares; 2025Q3: 4,354 shares; 2025Q4: 8,533 shares; 2026Q1: 9,469 shares 9,469 $1.63M 0.57% +936 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 3,678 shares; 2025Q1: 3,873 shares; 2025Q2: 5,100 shares; 2025Q3: 5,194 shares; 2025Q4: 12,215 shares; 2026Q1: 13,416 shares 13,416 $1.63M 0.57% +1,201 Timeline DFSD 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: 24,300 shares; 2025Q4: 24,300 shares; 2026Q1: 33,200 shares 33,200 $1.59M 0.55% +8,900 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: 4,002 shares; 2024Q4: 4,002 shares; 2025Q1: 4,002 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares; 2026Q1: 4,002 shares 4,002 $1.57M 0.55% 0 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: 20,623 shares; 2024Q4: 20,075 shares; 2025Q1: 19,965 shares; 2025Q2: 18,963 shares; 2025Q3: 19,783 shares; 2025Q4: 22,494 shares; 2026Q1: 23,808 shares 23,808 $1.44M 0.5% +1,314 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: 3,499 shares; 2024Q4: 3,594 shares; 2025Q1: 3,634 shares; 2025Q2: 3,841 shares; 2025Q3: 3,883 shares; 2025Q4: 3,991 shares; 2026Q1: 4,066 shares 4,066 $1.4M 0.49% +75 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: 16,734 shares; 2024Q4: 15,041 shares; 2025Q1: 15,041 shares; 2025Q2: 15,041 shares; 2025Q3: 15,041 shares; 2025Q4: 15,041 shares; 2026Q1: 15,097 shares 15,097 $1.37M 0.48% +56 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: 11,729 shares; 2024Q4: 11,587 shares; 2025Q1: 12,337 shares; 2025Q2: 12,337 shares; 2025Q3: 12,587 shares; 2025Q4: 12,947 shares; 2026Q1: 13,682 shares 13,682 $1.36M 0.47% +735 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: 10,844 shares; 2024Q4: 10,623 shares; 2025Q1: 10,761 shares; 2025Q2: 10,484 shares; 2025Q3: 10,643 shares; 2025Q4: 10,879 shares; 2026Q1: 10,879 shares 10,879 $1.31M 0.46% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 6,480 shares; 2025Q1: 6,480 shares; 2025Q2: 6,480 shares; 2025Q3: 6,415 shares; 2025Q4: 6,415 shares; 2026Q1: 7,475 shares 7,475 $1.26M 0.44% +1,060 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares; 2026Q1: 1,876 shares 1,876 $1.16M 0.4% 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: 2,186 shares; 2024Q4: 2,186 shares; 2025Q1: 2,286 shares; 2025Q2: 2,971 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares 3,020 $1.15M 0.4% 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: 4,072 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 4,072 shares; 2026Q1: 3,922 shares 3,922 $1.14M 0.4% -150 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: 3,633 shares; 2024Q4: 3,633 shares; 2025Q1: 3,633 shares; 2025Q2: 3,633 shares; 2025Q3: 3,633 shares; 2025Q4: 3,672 shares; 2026Q1: 3,672 shares 3,672 $1.14M 0.4% 0 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: 3,276 shares; 2024Q4: 3,702 shares; 2025Q1: 3,714 shares; 2025Q2: 3,928 shares; 2025Q3: 4,034 shares; 2025Q4: 4,302 shares; 2026Q1: 4,754 shares 4,754 $1.12M 0.39% +452 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 27,031 shares; 2025Q3: 19,414 shares; 2025Q4: 19,414 shares; 2026Q1: 18,765 shares 18,765 $1.12M 0.39% -649 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,073 shares; 2024Q4: 52,073 shares; 2025Q1: 52,023 shares; 2025Q2: 12,385 shares; 2025Q3: 11,999 shares; 2025Q4: 11,994 shares; 2026Q1: 11,615 shares 11,615 $1.11M 0.39% -379 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: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares 2,510 $1.08M 0.38% 0 Timeline FNDE 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: 27,714 shares; 2024Q4: 27,714 shares; 2025Q1: 27,714 shares; 2025Q2: 27,714 shares; 2025Q3: 27,714 shares; 2025Q4: 27,714 shares; 2026Q1: 27,714 shares 27,714 $1.06M 0.37% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,964 shares; 2025Q1: 1,969 shares; 2025Q2: 1,888 shares; 2025Q3: 1,938 shares; 2025Q4: 2,050 shares; 2026Q1: 2,078 shares 2,078 $1.04M 0.36% +28 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: 3,860 shares; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares; 2025Q4: 7,810 shares; 2026Q1: 7,810 shares 7,810 $1.04M 0.36% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $1.02M 0.36% 0 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: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,299 shares; 2025Q4: 1,219 shares; 2026Q1: 1,169 shares 1,169 $1.01M 0.35% -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: 35,119 shares; 2024Q4: 12,715 shares; 2025Q1: 13,115 shares; 2025Q2: 20,102 shares; 2025Q3: 21,145 shares; 2025Q4: 22,460 shares; 2026Q1: 22,816 shares 22,816 $1.01M 0.35% +356 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 7,963 shares; 2025Q1: 8,016 shares; 2025Q2: 8,530 shares; 2025Q3: 8,777 shares; 2025Q4: 9,679 shares; 2026Q1: 9,831 shares 9,831 $1.01M 0.35% +152 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: 2,645 shares; 2024Q4: 2,693 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares 2,718 $968K 0.34% 0 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: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares 1,590 $961K 0.33% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 999 shares; 2026Q1: 999 shares 999 $961K 0.33% 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: 32,194 shares; 2024Q4: 32,194 shares; 2025Q1: 32,744 shares; 2025Q2: 32,744 shares; 2025Q3: 32,744 shares; 2025Q4: 32,744 shares; 2026Q1: 32,744 shares 32,744 $949K 0.33% 0 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: 6,730 shares; 2024Q4: 7,173 shares; 2025Q1: 7,283 shares; 2025Q2: 7,943 shares; 2025Q3: 8,301 shares; 2025Q4: 8,696 shares; 2026Q1: 9,649 shares 9,649 $930K 0.32% +953 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: 5,703 shares; 2024Q4: 5,661 shares; 2025Q1: 5,916 shares; 2025Q2: 7,044 shares; 2025Q3: 7,490 shares; 2025Q4: 7,850 shares; 2026Q1: 8,009 shares 8,009 $920K 0.32% +159 Timeline DFAT 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: 9,585 shares; 2024Q4: 11,435 shares; 2025Q1: 11,435 shares; 2025Q2: 11,435 shares; 2025Q3: 11,435 shares; 2025Q4: 11,235 shares; 2026Q1: 14,435 shares 14,435 $901K 0.31% +3,200 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: 11,820 shares; 2024Q4: 11,820 shares; 2025Q1: 11,820 shares; 2025Q2: 11,820 shares; 2025Q3: 11,820 shares; 2025Q4: 11,820 shares; 2026Q1: 11,820 shares 11,820 $888K 0.31% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,828 shares; 2025Q4: 2,708 shares; 2026Q1: 3,025 shares 3,025 $869K 0.3% +317 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,279 shares; 2024Q4: 19,279 shares; 2025Q1: 19,279 shares; 2025Q2: 19,279 shares; 2025Q3: 19,279 shares; 2025Q4: 19,279 shares; 2026Q1: 19,279 shares 19,279 $848K 0.29% 0 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: 3,346 shares; 2024Q4: 3,346 shares; 2025Q1: 3,346 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 3,346 shares; 2026Q1: 3,364 shares 3,364 $831K 0.29% +18 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: 1,977 shares; 2024Q4: 2,006 shares; 2025Q1: 1,766 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares 1,711 $820K 0.29% 0 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: 2,469 shares; 2024Q4: 2,426 shares; 2025Q1: 2,392 shares; 2025Q2: 2,392 shares; 2025Q3: 2,392 shares; 2025Q4: 2,392 shares; 2026Q1: 2,392 shares 2,392 $818K 0.28% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 5,347 shares; 2025Q1: 5,356 shares; 2025Q2: 5,564 shares; 2025Q3: 5,225 shares; 2025Q4: 5,454 shares; 2026Q1: 5,626 shares 5,626 $817K 0.28% +172 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: 5,349 shares; 2024Q4: 5,349 shares; 2025Q1: 5,349 shares; 2025Q2: 5,349 shares; 2025Q3: 5,349 shares; 2025Q4: 5,274 shares; 2026Q1: 5,274 shares 5,274 $806K 0.28% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,261 shares; 2024Q4: 16,261 shares; 2025Q1: 16,261 shares; 2025Q2: 16,261 shares; 2025Q3: 16,261 shares; 2025Q4: 16,261 shares; 2026Q1: 16,119 shares 16,119 $786K 0.27% -142 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: 10,218 shares; 2024Q4: 8,309 shares; 2025Q1: 8,524 shares; 2025Q2: 8,989 shares; 2025Q3: 9,585 shares; 2025Q4: 10,412 shares; 2026Q1: 10,769 shares 10,769 $773K 0.27% +357 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: 10,887 shares; 2024Q4: 11,368 shares; 2025Q1: 11,468 shares; 2025Q2: 12,028 shares; 2025Q3: 13,027 shares; 2025Q4: 13,233 shares; 2026Q1: 20,463 shares 20,463 $762K 0.26% +7,230 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: 18,760 shares; 2024Q4: 11,852 shares; 2025Q1: 13,102 shares; 2025Q2: 15,290 shares; 2025Q3: 19,127 shares; 2025Q4: 23,188 shares; 2026Q1: 26,712 shares 26,712 $750K 0.26% +3,524 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,651 shares 4,651 $746K 0.26% new 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: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares; 2026Q1: 2,992 shares 2,992 $742K 0.26% +260 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: 4,855 shares; 2024Q4: 4,855 shares; 2025Q1: 4,855 shares; 2025Q2: 4,855 shares; 2025Q3: 4,755 shares; 2025Q4: 4,605 shares; 2026Q1: 4,605 shares 4,605 $735K 0.26% 0 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: 13,564 shares; 2024Q4: 13,564 shares; 2025Q1: 13,564 shares; 2025Q2: 13,564 shares; 2025Q3: 13,564 shares; 2025Q4: 13,564 shares; 2026Q1: 13,564 shares 13,564 $734K 0.26% 0 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: 2,215 shares; 2024Q4: 3,343 shares; 2025Q1: 3,353 shares; 2025Q2: 3,554 shares; 2025Q3: 3,317 shares; 2025Q4: 3,553 shares; 2026Q1: 3,665 shares 3,665 $727K 0.25% +112 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: 4,096 shares; 2024Q4: 4,149 shares; 2025Q1: 4,174 shares; 2025Q2: 4,472 shares; 2025Q3: 4,622 shares; 2025Q4: 4,812 shares; 2026Q1: 4,921 shares 4,921 $724K 0.25% +109 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: 4,083 shares; 2024Q4: 4,137 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,727 shares; 2026Q1: 3,727 shares 3,727 $719K 0.25% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,274 shares; 2024Q4: 9,274 shares; 2025Q1: 9,074 shares; 2025Q2: 21,686 shares; 2025Q3: 12,208 shares; 2025Q4: 11,083 shares; 2026Q1: 10,999 shares 10,999 $705K 0.25% -84 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: 5,054 shares; 2024Q4: 5,054 shares; 2025Q1: 5,129 shares; 2025Q2: 4,999 shares; 2025Q3: 4,999 shares; 2025Q4: 4,999 shares; 2026Q1: 4,999 shares 4,999 $697K 0.24% 0 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: 4,969 shares; 2024Q4: 4,969 shares; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,817 shares; 2025Q4: 4,817 shares; 2026Q1: 4,817 shares 4,817 $696K 0.24% 0 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,076 shares; 2025Q3: 2,331 shares; 2025Q4: 3,146 shares; 2026Q1: 3,272 shares 3,272 $694K 0.24% +126 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: 2,364 shares; 2024Q4: 2,364 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares; 2026Q1: 2,395 shares 2,395 $680K 0.24% 0 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: 1,750 shares; 2024Q4: 1,767 shares; 2025Q1: not reported; 2025Q2: 4,670 shares; 2025Q3: 6,086 shares; 2025Q4: 6,572 shares; 2026Q1: 6,880 shares 6,880 $677K 0.24% +308 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: 2,902 shares; 2024Q4: 2,902 shares; 2025Q1: 2,902 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 2,902 shares; 2026Q1: 2,902 shares 2,902 $667K 0.23% 0 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: 2,096 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares; 2026Q1: 1,931 shares 1,931 $666K 0.23% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 5,954 shares; 2025Q1: 5,954 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares 4,175 $648K 0.23% 0 Timeline SPAB 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: 25,150 shares; 2024Q4: 25,150 shares; 2025Q1: 25,150 shares; 2025Q2: 25,150 shares; 2025Q3: 25,150 shares; 2025Q4: 25,150 shares; 2026Q1: 25,150 shares 25,150 $644K 0.22% 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: 4,376 shares; 2024Q4: 4,827 shares; 2025Q1: 4,877 shares; 2025Q2: 5,053 shares; 2025Q3: 5,269 shares; 2025Q4: 5,848 shares; 2026Q1: 6,083 shares 6,083 $643K 0.22% +235 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,692 shares; 2024Q4: 12,505 shares; 2025Q1: 12,705 shares; 2025Q2: 13,855 shares; 2025Q3: 13,326 shares; 2025Q4: 9,285 shares; 2026Q1: 7,830 shares 7,830 $631K 0.22% -1,455 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: 5,801 shares; 2024Q4: 6,024 shares; 2025Q1: 6,374 shares; 2025Q2: 8,357 shares; 2025Q3: 9,146 shares; 2025Q4: 10,902 shares; 2026Q1: 12,186 shares 12,186 $626K 0.22% +1,284 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: 713 shares; 2024Q4: 738 shares; 2025Q1: not reported; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 622 shares; 2026Q1: 876 shares 876 $621K 0.22% +254 Timeline SPIB 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: 18,510 shares; 2024Q4: 18,510 shares; 2025Q1: 18,510 shares; 2025Q2: 18,510 shares; 2025Q3: 18,510 shares; 2025Q4: 18,510 shares; 2026Q1: 18,510 shares 18,510 $621K 0.22% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,238 shares; 2024Q4: 11,238 shares; 2025Q1: 11,238 shares; 2025Q2: 11,238 shares; 2025Q3: 11,238 shares; 2025Q4: 11,238 shares; 2026Q1: 11,238 shares 11,238 $620K 0.22% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 4,064 shares; 2025Q1: 4,154 shares; 2025Q2: 4,764 shares; 2025Q3: 5,524 shares; 2025Q4: 6,799 shares; 2026Q1: 7,087 shares 7,087 $614K 0.21% +288 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: 1,964 shares; 2024Q4: 2,185 shares; 2025Q1: 2,235 shares; 2025Q2: 2,483 shares; 2025Q3: 2,674 shares; 2025Q4: 3,167 shares; 2026Q1: 3,330 shares 3,330 $607K 0.21% +163 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,116 shares; 2025Q1: not reported; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares; 2026Q1: 5,116 shares 5,116 $604K 0.21% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,461 shares; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares; 2025Q4: 2,461 shares; 2026Q1: 2,461 shares 2,461 $586K 0.2% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,790 shares; 2024Q4: 9,390 shares; 2025Q1: 9,390 shares; 2025Q2: 10,815 shares; 2025Q3: 10,917 shares; 2025Q4: 10,917 shares; 2026Q1: 10,917 shares 10,917 $568K 0.2% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 14,616 shares; 2025Q1: 14,616 shares; 2025Q2: 14,616 shares; 2025Q3: 14,616 shares; 2025Q4: 14,616 shares; 2026Q1: 14,616 shares 14,616 $558K 0.19% 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: 5,647 shares; 2024Q4: 5,647 shares; 2025Q1: 5,647 shares; 2025Q2: 5,647 shares; 2025Q3: 5,647 shares; 2025Q4: 5,647 shares; 2026Q1: 5,647 shares 5,647 $552K 0.19% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611 $533K 0.19% 0 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: 5,736 shares; 2024Q4: 5,736 shares; 2025Q1: 5,736 shares; 2025Q2: 5,736 shares; 2025Q3: 5,736 shares; 2025Q4: 5,736 shares; 2026Q1: 5,736 shares 5,736 $528K 0.18% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 4,343 shares; 2025Q3: 4,043 shares; 2025Q4: 4,173 shares; 2026Q1: 4,173 shares 4,173 $519K 0.18% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,760 shares; 2024Q4: 7,760 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares; 2026Q1: 6,930 shares 6,930 $516K 0.18% -630 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: 4,837 shares; 2024Q4: 4,165 shares; 2025Q1: 4,112 shares; 2025Q2: 3,840 shares; 2025Q3: 3,640 shares; 2025Q4: 3,776 shares; 2026Q1: 3,776 shares 3,776 $514K 0.18% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 890 shares 890 $514K 0.18% +290 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: not reported; 2025Q1: not reported; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares 2,594 $498K 0.17% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,586 shares; 2025Q1: 4,586 shares; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares; 2025Q4: 4,286 shares; 2026Q1: 4,161 shares 4,161 $497K 0.17% -125 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $486K 0.17% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 1,891 shares; 2026Q1: 2,466 shares 2,466 $482K 0.17% +575 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: 3,949 shares; 2024Q4: 3,449 shares; 2025Q1: 3,519 shares; 2025Q2: 2,919 shares; 2025Q3: 1,609 shares; 2025Q4: 1,554 shares; 2026Q1: 1,675 shares 1,675 $480K 0.17% +121 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: 2,798 shares; 2024Q4: not reported; 2025Q1: 2,798 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares 6,198 $471K 0.16% 0 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: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,790 shares; 2025Q2: 3,583 shares; 2025Q3: 3,583 shares; 2025Q4: 3,646 shares; 2026Q1: 3,646 shares 3,646 $470K 0.16% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares 1,445 $465K 0.16% 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: 28,405 shares; 2024Q4: 7,847 shares; 2025Q1: 7,847 shares; 2025Q2: 10,182 shares; 2025Q3: 8,797 shares; 2025Q4: 8,397 shares; 2026Q1: 8,424 shares 8,424 $455K 0.16% +27 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,745 shares; 2024Q4: 22,645 shares; 2025Q1: 22,690 shares; 2025Q2: 22,560 shares; 2025Q3: 20,549 shares; 2025Q4: 11,169 shares; 2026Q1: 10,469 shares 10,469 $451K 0.16% -700 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: 2,115 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares 1,835 $445K 0.15% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 14,684 shares; 2025Q1: 14,664 shares; 2025Q2: 17,572 shares; 2025Q3: 19,003 shares; 2025Q4: 22,708 shares; 2026Q1: 23,189 shares 23,189 $437K 0.15% +481 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares; 2025Q4: 3,440 shares; 2026Q1: 3,400 shares 3,400 $432K 0.15% -40 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: 4,238 shares; 2024Q4: 4,238 shares; 2025Q1: 4,238 shares; 2025Q2: 4,734 shares; 2025Q3: 5,172 shares; 2025Q4: 6,061 shares; 2026Q1: 6,494 shares 6,494 $429K 0.15% +433 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: 1,566 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares 1,416 $428K 0.15% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,485 shares; 2024Q4: 20,485 shares; 2025Q1: 20,485 shares; 2025Q2: 20,485 shares; 2025Q3: 20,485 shares; 2025Q4: 20,485 shares; 2026Q1: 20,485 shares 20,485 $424K 0.15% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,674 shares; 2025Q1: 4,674 shares; 2025Q2: 4,274 shares; 2025Q3: 4,024 shares; 2025Q4: 4,097 shares; 2026Q1: 4,097 shares 4,097 $421K 0.15% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,116 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares; 2026Q1: 5,116 shares 5,116 $418K 0.15% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,613 shares; 2024Q4: 11,613 shares; 2025Q1: 11,613 shares; 2025Q2: 11,613 shares; 2025Q3: 11,613 shares; 2025Q4: 11,613 shares; 2026Q1: 11,613 shares 11,613 $412K 0.14% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares 881 $393K 0.14% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 9,235 shares; 2025Q1: 9,235 shares; 2025Q2: 9,035 shares; 2025Q3: 8,675 shares; 2025Q4: 8,145 shares; 2026Q1: 8,145 shares 8,145 $392K 0.14% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,781 shares; 2025Q1: 2,631 shares; 2025Q2: 2,631 shares; 2025Q3: 1,881 shares; 2025Q4: 1,881 shares; 2026Q1: 1,881 shares 1,881 $392K 0.14% 0 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: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares 1,187 $390K 0.14% 0 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: 15,529 shares; 2024Q4: 17,579 shares; 2025Q1: 17,579 shares; 2025Q2: 19,179 shares; 2025Q3: 19,179 shares; 2025Q4: 13,541 shares; 2026Q1: 13,541 shares 13,541 $389K 0.14% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,013 shares; 2025Q3: 3,488 shares; 2025Q4: 4,078 shares; 2026Q1: 4,132 shares 4,132 $376K 0.13% +54 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $369K 0.13% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,545 shares; 2025Q1: 7,545 shares; 2025Q2: 7,545 shares; 2025Q3: 7,545 shares; 2025Q4: 7,545 shares; 2026Q1: 7,545 shares 7,545 $344K 0.12% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,500 shares; 2025Q2: 2,100 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $341K 0.12% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,478 shares; 2025Q1: 4,478 shares; 2025Q2: 4,478 shares; 2025Q3: 4,478 shares; 2025Q4: 4,478 shares; 2026Q1: 3,712 shares 3,712 $333K 0.12% -766 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: 4,505 shares; 2024Q4: 4,822 shares; 2025Q1: 4,522 shares; 2025Q2: 5,743 shares; 2025Q3: 6,845 shares; 2025Q4: 8,058 shares; 2026Q1: 7,195 shares 7,195 $325K 0.11% -863 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: 984 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 882 shares 882 $315K 0.11% -90 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: 1,131 shares; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares 1,008 $305K 0.11% 0 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: 834 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $304K 0.11% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares 2,797 $303K 0.11% 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: not reported; 2024Q4: 2,159 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares 2,159 $301K 0.1% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 9,768 shares; 2025Q1: 9,768 shares; 2025Q2: 9,768 shares; 2025Q3: 9,768 shares; 2025Q4: 9,768 shares; 2026Q1: 9,768 shares 9,768 $298K 0.1% 0 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: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares 1,314 $297K 0.1% 0 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: 12,926 shares; 2024Q4: 12,666 shares; 2025Q1: 12,366 shares; 2025Q2: 11,966 shares; 2025Q3: 10,466 shares; 2025Q4: 7,966 shares; 2026Q1: 7,966 shares 7,966 $293K 0.1% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,600 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 1,750 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $292K 0.1% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 2,192 shares; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares 2,192 $290K 0.1% 0 Timeline VONG 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,584 shares 2,584 $283K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,633 shares; 2026Q1: 3,826 shares 3,826 $278K 0.1% +193 Timeline ICSH 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: 5,475 shares 5,475 $277K 0.1% new 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: 1,689 shares; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,619 shares; 2025Q3: 1,619 shares; 2025Q4: 1,619 shares; 2026Q1: 1,619 shares 1,619 $268K 0.09% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares 2,268 $267K 0.09% 0 Timeline ITA 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: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares 1,210 $265K 0.09% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,332 shares; 2025Q1: 3,234 shares; 2025Q2: 3,034 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 2,215 shares 2,215 $262K 0.09% +400 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,477 shares 1,477 $258K 0.09% +277 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: 8,101 shares; 2024Q4: 7,151 shares; 2025Q1: 7,151 shares; 2025Q2: 7,151 shares; 2025Q3: 4,751 shares; 2025Q4: 4,151 shares; 2026Q1: 4,001 shares 4,001 $256K 0.09% -150 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: not reported; 2024Q4: 3,164 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares; 2026Q1: 3,164 shares 3,164 $252K 0.09% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,599 shares 2,599 $241K 0.08% new Timeline SCHF 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: 5,563 shares; 2024Q4: 11,126 shares; 2025Q1: 11,126 shares; 2025Q2: 9,634 shares; 2025Q3: 9,634 shares; 2025Q4: 9,634 shares; 2026Q1: 9,634 shares 9,634 $238K 0.08% 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: 4,165 shares; 2024Q4: 4,165 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 4,165 shares; 2026Q1: 4,165 shares 4,165 $236K 0.08% 0 Timeline SHYG 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: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares 4,975 $210K 0.07% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,256 shares; 2025Q4: not reported; 2026Q1: 4,514 shares 4,514 $209K 0.07% new 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: 374 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 387 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 362 shares 362 $207K 0.07% -40 Timeline SPSM 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: 4,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares; 2025Q4: not reported; 2026Q1: 4,249 shares 4,249 $205K 0.07% new Timeline IXUS 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: 2,619 shares; 2025Q4: 2,619 shares; 2026Q1: 2,344 shares 2,344 $203K 0.07% -275 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: 1,974 shares; 2024Q4: 7,896 shares; 2025Q1: not reported; 2025Q2: 7,896 shares; 2025Q3: 7,896 shares; 2025Q4: 6,948 shares; 2026Q1: 6,948 shares 6,948 $202K 0.07% 0 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: 988 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares 1,082 $202K 0.07% 0 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: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 1,444 shares; 2025Q2: 1,144 shares; 2025Q3: 944 shares; 2025Q4: not reported; 2026Q1: 954 shares 954 $200K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 629 shares 629 $200K 0.07% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,349 shares; 2024Q4: 21,949 shares; 2025Q1: 21,577 shares; 2025Q2: 21,577 shares; 2025Q3: 21,577 shares; 2025Q4: 14,643 shares; 2026Q1: 14,062 shares 14,062 $190K 0.07% -581 Timeline