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: 1,273,529 shares; 2024Q4: 1,253,693 shares; 2025Q1: 1,274,391 shares; 2025Q2: 1,324,199 shares; 2025Q3: 1,330,048 shares; 2025Q4: 1,343,296 shares; 2026Q1: 1,396,012 shares 1,396,012 $448M 13.33% +52,716 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: 2,563,877 shares; 2024Q4: 2,725,932 shares; 2025Q1: 2,775,466 shares; 2025Q2: 2,741,381 shares; 2025Q3: 2,755,421 shares; 2025Q4: 2,799,343 shares; 2026Q1: 2,834,008 shares 2,834,008 $182M 5.41% +34,665 Timeline BND 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: 1,939,470 shares; 2024Q4: 2,012,331 shares; 2025Q1: 2,101,364 shares; 2025Q2: 2,126,717 shares; 2025Q3: 2,214,825 shares; 2025Q4: 2,312,615 shares; 2026Q1: 2,434,537 shares 2,434,537 $179M 5.34% +121,922 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: 2,033,310 shares; 2024Q4: 2,149,701 shares; 2025Q1: 2,194,151 shares; 2025Q2: 2,233,102 shares; 2025Q3: 2,338,585 shares; 2025Q4: 2,470,628 shares; 2026Q1: 2,655,598 shares 2,655,598 $158M 4.71% +184,970 Timeline DFIV 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: 3,534,492 shares; 2024Q4: 3,519,346 shares; 2025Q1: 3,409,170 shares; 2025Q2: 3,345,974 shares; 2025Q3: 3,243,570 shares; 2025Q4: 3,102,581 shares; 2026Q1: 2,931,247 shares 2,931,247 $155M 4.6% -171,334 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303,117 shares; 2024Q4: 3,361,578 shares; 2025Q1: 3,411,049 shares; 2025Q2: 3,686,352 shares; 2025Q3: 4,141,417 shares; 2025Q4: 4,143,117 shares; 2026Q1: 4,059,266 shares 4,059,266 $145M 4.31% -83,851 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642,656 shares; 2024Q4: 657,271 shares; 2025Q1: 674,001 shares; 2025Q2: 687,094 shares; 2025Q3: 700,695 shares; 2025Q4: 719,725 shares; 2026Q1: 750,295 shares 750,295 $144M 4.28% +30,570 Timeline DFAE 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: 3,496,907 shares; 2024Q4: 3,553,632 shares; 2025Q1: 3,606,350 shares; 2025Q2: 3,613,675 shares; 2025Q3: 4,020,549 shares; 2025Q4: 3,931,073 shares; 2026Q1: 3,795,256 shares 3,795,256 $129M 3.82% -135,817 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233,778 shares; 2024Q4: 1,197,501 shares; 2025Q1: 1,179,490 shares; 2025Q2: 1,174,792 shares; 2025Q3: 628,837 shares; 2025Q4: 612,092 shares; 2026Q1: 604,953 shares 604,953 $119M 3.53% -7,139 Timeline IUSV 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: 1,039,409 shares; 2025Q4: 1,080,840 shares; 2026Q1: 1,112,192 shares 1,112,192 $114M 3.38% +31,352 Timeline DUHP 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: 2,030,518 shares; 2024Q4: 2,029,373 shares; 2025Q1: 2,036,741 shares; 2025Q2: 2,075,242 shares; 2025Q3: 2,867,063 shares; 2025Q4: 2,973,774 shares; 2026Q1: 3,073,069 shares 3,073,069 $113M 3.36% +99,295 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625,319 shares; 2024Q4: 607,086 shares; 2025Q1: 663,812 shares; 2025Q2: 691,765 shares; 2025Q3: 725,819 shares; 2025Q4: 727,174 shares; 2026Q1: 702,392 shares 702,392 $77.6M 2.31% -24,782 Timeline MTUM 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: 282,975 shares; 2024Q4: 298,007 shares; 2025Q1: 299,088 shares; 2025Q2: 299,034 shares; 2025Q3: 301,241 shares; 2025Q4: 308,335 shares; 2026Q1: 317,760 shares 317,760 $76.3M 2.27% +9,425 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: 69,938 shares; 2024Q4: 74,647 shares; 2025Q1: 79,103 shares; 2025Q2: 82,761 shares; 2025Q3: 86,133 shares; 2025Q4: 92,756 shares; 2026Q1: 114,123 shares 114,123 $74.5M 2.22% +21,367 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: 1,193,739 shares; 2024Q4: 1,144,068 shares; 2025Q1: 1,104,373 shares; 2025Q2: 1,503,402 shares; 2025Q3: 1,491,283 shares; 2025Q4: 1,465,775 shares; 2026Q1: 1,460,226 shares 1,460,226 $70M 2.08% -5,549 Timeline DFUS 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: 1,107,181 shares; 2024Q4: 1,025,226 shares; 2025Q1: 1,019,063 shares; 2025Q2: 1,013,963 shares; 2025Q3: 992,549 shares; 2025Q4: 964,558 shares; 2026Q1: 947,149 shares 947,149 $67.2M 2% -17,409 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644,407 shares; 2024Q4: 706,191 shares; 2025Q1: 729,956 shares; 2025Q2: 759,281 shares; 2025Q3: 753,231 shares; 2025Q4: 778,071 shares; 2026Q1: 775,736 shares 775,736 $64.8M 1.93% -2,335 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430,016 shares; 2024Q4: 1,347,470 shares; 2025Q1: 1,337,763 shares; 2025Q2: 1,332,959 shares; 2025Q3: 1,301,273 shares; 2025Q4: 1,281,493 shares; 2026Q1: 1,274,002 shares 1,274,002 $61.7M 1.84% -7,491 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: 484,686 shares; 2024Q4: 532,674 shares; 2025Q1: 573,186 shares; 2025Q2: 398,900 shares; 2025Q3: 441,859 shares; 2025Q4: 491,509 shares; 2026Q1: 542,700 shares 542,700 $57.6M 1.71% +51,191 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: 790,798 shares; 2024Q4: 826,044 shares; 2025Q1: 835,272 shares; 2025Q2: 922,202 shares; 2025Q3: 968,631 shares; 2025Q4: 1,049,330 shares; 2026Q1: 1,119,419 shares 1,119,419 $56.7M 1.69% +70,089 Timeline DIHP 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: 1,195,320 shares; 2024Q4: 1,238,738 shares; 2025Q1: 1,241,429 shares; 2025Q2: 1,213,688 shares; 2025Q3: 1,669,092 shares; 2025Q4: 1,696,758 shares; 2026Q1: 1,701,646 shares 1,701,646 $54.8M 1.63% +4,888 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675,109 shares; 2024Q4: 701,489 shares; 2025Q1: 692,207 shares; 2025Q2: 732,827 shares; 2025Q3: 758,061 shares; 2025Q4: 814,899 shares; 2026Q1: 864,813 shares 864,813 $50.6M 1.51% +49,914 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,315 shares; 2024Q4: 617,393 shares; 2025Q1: 617,393 shares; 2025Q2: 587,363 shares; 2025Q3: 564,686 shares; 2025Q4: 546,876 shares; 2026Q1: 495,563 shares 495,563 $49.5M 1.47% -51,313 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825,956 shares; 2024Q4: 786,209 shares; 2025Q1: 775,053 shares; 2025Q2: 911,526 shares; 2025Q3: 901,965 shares; 2025Q4: 892,531 shares; 2026Q1: 885,687 shares 885,687 $44.2M 1.32% -6,844 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: 222,334 shares; 2024Q4: 209,709 shares; 2025Q1: 205,279 shares; 2025Q2: 203,956 shares; 2025Q3: 198,947 shares; 2025Q4: 186,403 shares; 2026Q1: 186,794 shares 186,794 $40.6M 1.21% +391 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: 138,213 shares; 2024Q4: 139,105 shares; 2025Q1: 144,750 shares; 2025Q2: 143,641 shares; 2025Q3: 145,472 shares; 2025Q4: 146,545 shares; 2026Q1: 150,060 shares 150,060 $38.1M 1.13% +3,515 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710,998 shares; 2024Q4: 1,685,558 shares; 2025Q1: 1,645,060 shares; 2025Q2: 1,620,333 shares; 2025Q3: 1,611,527 shares; 2025Q4: 1,591,111 shares; 2026Q1: 1,590,125 shares 1,590,125 $36.4M 1.08% -986 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,080 shares; 2024Q4: 463,802 shares; 2025Q1: 481,914 shares; 2025Q2: 485,032 shares; 2025Q3: 472,330 shares; 2025Q4: 476,123 shares; 2026Q1: 466,690 shares 466,690 $32.6M 0.97% -9,433 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,749 shares; 2024Q4: 513,551 shares; 2025Q1: 519,693 shares; 2025Q2: 519,603 shares; 2025Q3: 527,331 shares; 2025Q4: 550,934 shares; 2026Q1: 589,876 shares 589,876 $29.7M 0.88% +38,942 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: 507,090 shares; 2024Q4: 467,533 shares; 2025Q1: 465,020 shares; 2025Q2: 485,275 shares; 2025Q3: 424,828 shares; 2025Q4: 401,964 shares; 2026Q1: 394,234 shares 394,234 $24.6M 0.73% -7,730 Timeline IQLT 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: 411,962 shares; 2024Q4: 458,138 shares; 2025Q1: 476,272 shares; 2025Q2: 477,298 shares; 2025Q3: 492,769 shares; 2025Q4: 520,732 shares; 2026Q1: 529,006 shares 529,006 $24.5M 0.73% +8,274 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: 497,080 shares; 2024Q4: 420,528 shares; 2025Q1: 402,886 shares; 2025Q2: 383,457 shares; 2025Q3: 343,601 shares; 2025Q4: 332,181 shares; 2026Q1: 323,858 shares 323,858 $23M 0.69% -8,323 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: 35,887 shares; 2024Q4: 35,793 shares; 2025Q1: 35,734 shares; 2025Q2: 43,202 shares; 2025Q3: 43,214 shares; 2025Q4: 43,142 shares; 2026Q1: 39,765 shares 39,765 $23M 0.68% -3,377 Timeline TFI 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: 508,379 shares; 2024Q4: 499,279 shares; 2025Q1: 491,429 shares; 2025Q2: 480,422 shares; 2025Q3: 473,601 shares; 2025Q4: 470,893 shares; 2026Q1: 476,439 shares 476,439 $21.6M 0.64% +5,546 Timeline VLUE 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: 121,171 shares; 2024Q4: 132,460 shares; 2025Q1: 139,030 shares; 2025Q2: 143,925 shares; 2025Q3: 136,250 shares; 2025Q4: 136,997 shares; 2026Q1: 136,913 shares 136,913 $19.5M 0.58% -84 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: 159,170 shares; 2024Q4: 193,179 shares; 2025Q1: 216,135 shares; 2025Q2: 244,725 shares; 2025Q3: 244,166 shares; 2025Q4: 286,833 shares; 2026Q1: 337,847 shares 337,847 $18.3M 0.54% +51,014 Timeline IVLU 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: 365,755 shares; 2024Q4: 410,637 shares; 2025Q1: 404,684 shares; 2025Q2: 402,642 shares; 2025Q3: 381,300 shares; 2025Q4: 384,928 shares; 2026Q1: 366,792 shares 366,792 $14.6M 0.43% -18,136 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,589 shares; 2024Q4: 92,098 shares; 2025Q1: 96,073 shares; 2025Q2: 100,711 shares; 2025Q3: 104,839 shares; 2025Q4: 102,191 shares; 2026Q1: 102,636 shares 102,636 $14.2M 0.42% +445 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: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 18 shares 18 $12.9M 0.38% +1 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: 18,819 shares; 2024Q4: 22,020 shares; 2025Q1: 22,216 shares; 2025Q2: 22,137 shares; 2025Q3: 22,353 shares; 2025Q4: 22,554 shares; 2026Q1: 24,176 shares 24,176 $11.6M 0.34% +1,622 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: 103,981 shares; 2024Q4: 67,473 shares; 2025Q1: 59,463 shares; 2025Q2: 54,069 shares; 2025Q3: 50,355 shares; 2025Q4: 42,838 shares; 2026Q1: 41,106 shares 41,106 $10.2M 0.3% -1,732 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 17,486 shares; 2025Q1: 17,480 shares; 2025Q2: 17,470 shares; 2025Q3: 17,470 shares; 2025Q4: 17,577 shares; 2026Q1: 17,577 shares 17,577 $8.14M 0.24% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,872 shares; 2024Q4: 25,841 shares; 2025Q1: 26,134 shares; 2025Q2: 26,210 shares; 2025Q3: 26,265 shares; 2025Q4: 26,283 shares; 2026Q1: 26,501 shares 26,501 $8.02M 0.24% +218 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: 22,325 shares; 2024Q4: 23,191 shares; 2025Q1: 25,578 shares; 2025Q2: 26,037 shares; 2025Q3: 26,501 shares; 2025Q4: 26,699 shares; 2026Q1: 27,848 shares 27,848 $8.01M 0.24% +1,149 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: 25,721 shares; 2024Q4: 22,786 shares; 2025Q1: 29,167 shares; 2025Q2: 32,087 shares; 2025Q3: 34,527 shares; 2025Q4: 39,469 shares; 2026Q1: 43,140 shares 43,140 $7.52M 0.22% +3,671 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 8,022 shares; 2025Q1: 9,009 shares; 2025Q2: 9,032 shares; 2025Q3: 9,033 shares; 2025Q4: 9,096 shares; 2026Q1: 11,825 shares 11,825 $6.66M 0.2% +2,729 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: 72,865 shares; 2024Q4: 65,040 shares; 2025Q1: 65,368 shares; 2025Q2: 65,936 shares; 2025Q3: 61,691 shares; 2025Q4: 61,212 shares; 2026Q1: 43,908 shares 43,908 $6.42M 0.19% -17,304 Timeline SHM 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: 126,801 shares; 2024Q4: 126,264 shares; 2025Q1: 125,859 shares; 2025Q2: 125,964 shares; 2025Q3: 125,747 shares; 2025Q4: 121,398 shares; 2026Q1: 121,164 shares 121,164 $5.8M 0.17% -234 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 7,200 shares; 2025Q1: 7,153 shares; 2025Q2: 7,813 shares; 2025Q3: 7,832 shares; 2025Q4: 7,896 shares; 2026Q1: 7,894 shares 7,894 $5.75M 0.17% -2 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: 15,124 shares; 2024Q4: 10,667 shares; 2025Q1: 11,924 shares; 2025Q2: 13,581 shares; 2025Q3: 13,922 shares; 2025Q4: 14,194 shares; 2026Q1: 15,237 shares 15,237 $5.64M 0.17% +1,043 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: 8,240 shares; 2024Q4: 7,914 shares; 2025Q1: 8,575 shares; 2025Q2: 8,844 shares; 2025Q3: 9,055 shares; 2025Q4: 8,807 shares; 2026Q1: 9,048 shares 9,048 $5.18M 0.15% +241 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: 81,791 shares; 2024Q4: 173,632 shares; 2025Q1: 178,508 shares; 2025Q2: 174,517 shares; 2025Q3: 177,570 shares; 2025Q4: 186,629 shares; 2026Q1: 197,262 shares 197,262 $4.88M 0.15% +10,633 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,338 shares; 2025Q1: 13,308 shares; 2025Q2: 13,907 shares; 2025Q3: 111,696 shares; 2025Q4: 117,068 shares; 2026Q1: 117,845 shares 117,845 $4.84M 0.14% +777 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: 13,867 shares; 2024Q4: 15,964 shares; 2025Q1: 18,639 shares; 2025Q2: 20,269 shares; 2025Q3: 20,557 shares; 2025Q4: 21,411 shares; 2026Q1: 21,371 shares 21,371 $4.45M 0.13% -40 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,686 shares; 2024Q4: 154,686 shares; 2025Q1: 154,717 shares; 2025Q2: 154,583 shares; 2025Q3: 154,583 shares; 2025Q4: 74,583 shares; 2026Q1: 74,583 shares 74,583 $4.43M 0.13% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,162 shares; 2024Q4: 39,422 shares; 2025Q1: 41,396 shares; 2025Q2: 41,204 shares; 2025Q3: 41,273 shares; 2025Q4: 41,545 shares; 2026Q1: 46,644 shares 46,644 $3.71M 0.11% +5,099 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: 19,755 shares; 2024Q4: 21,495 shares; 2025Q1: 38,590 shares; 2025Q2: 39,459 shares; 2025Q3: 43,595 shares; 2025Q4: 46,113 shares; 2026Q1: 46,819 shares 46,819 $3.67M 0.11% +706 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: 27,709 shares; 2024Q4: 26,139 shares; 2025Q1: 26,837 shares; 2025Q2: 38,530 shares; 2025Q3: 40,729 shares; 2025Q4: 41,697 shares; 2026Q1: 42,449 shares 42,449 $3.51M 0.1% +752 Timeline ESGU 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: 20,058 shares; 2024Q4: 20,331 shares; 2025Q1: 20,309 shares; 2025Q2: 21,414 shares; 2025Q3: 21,759 shares; 2025Q4: 25,269 shares; 2026Q1: 24,680 shares 24,680 $3.49M 0.1% -589 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,714 shares; 2025Q3: 23,135 shares; 2025Q4: 23,628 shares; 2026Q1: 23,654 shares 23,654 $3.37M 0.1% +26 Timeline SCHA 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: 47,199 shares; 2024Q4: 95,759 shares; 2025Q1: 96,848 shares; 2025Q2: 99,598 shares; 2025Q3: 103,713 shares; 2025Q4: 106,529 shares; 2026Q1: 111,400 shares 111,400 $3.24M 0.1% +4,871 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: 20,576 shares; 2024Q4: 20,304 shares; 2025Q1: 20,194 shares; 2025Q2: 21,743 shares; 2025Q3: 21,744 shares; 2025Q4: 23,986 shares; 2026Q1: 24,275 shares 24,275 $3.2M 0.1% +289 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,549 shares; 2024Q4: 34,156 shares; 2025Q1: 33,687 shares; 2025Q2: 34,361 shares; 2025Q3: 34,634 shares; 2025Q4: 34,522 shares; 2026Q1: 33,615 shares 33,615 $3.12M 0.09% -907 Timeline DFCF 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: 32,702 shares; 2024Q4: 28,720 shares; 2025Q1: 28,666 shares; 2025Q2: 75,582 shares; 2025Q3: 74,413 shares; 2025Q4: 73,852 shares; 2026Q1: 73,820 shares 73,820 $3.12M 0.09% -32 Timeline EAGG 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: 41,582 shares; 2024Q4: 43,705 shares; 2025Q1: 44,126 shares; 2025Q2: 41,990 shares; 2025Q3: 42,571 shares; 2025Q4: 60,120 shares; 2026Q1: 61,936 shares 61,936 $2.95M 0.09% +1,816 Timeline VTWO 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: 166,062 shares; 2024Q4: 82,054 shares; 2025Q1: 82,690 shares; 2025Q2: 78,722 shares; 2025Q3: 34,412 shares; 2025Q4: 31,457 shares; 2026Q1: 29,108 shares 29,108 $2.92M 0.09% -2,349 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: 5,050 shares; 2024Q4: 5,103 shares; 2025Q1: 6,226 shares; 2025Q2: 7,142 shares; 2025Q3: 7,063 shares; 2025Q4: 7,358 shares; 2026Q1: 7,836 shares 7,836 $2.91M 0.09% +478 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: 3,145 shares; 2024Q4: 3,189 shares; 2025Q1: 3,211 shares; 2025Q2: 25,968 shares; 2025Q3: 33,859 shares; 2025Q4: 34,558 shares; 2026Q1: 36,595 shares 36,595 $2.9M 0.09% +2,037 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: 15,088 shares; 2024Q4: 20,111 shares; 2025Q1: 20,589 shares; 2025Q2: 22,030 shares; 2025Q3: 22,889 shares; 2025Q4: 22,512 shares; 2026Q1: 23,262 shares 23,262 $2.89M 0.09% +750 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,346 shares; 2024Q4: 95,572 shares; 2025Q1: 96,349 shares; 2025Q2: 100,640 shares; 2025Q3: 101,533 shares; 2025Q4: 102,870 shares; 2026Q1: 114,688 shares 114,688 $2.88M 0.09% +11,818 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: 9,318 shares; 2024Q4: 8,636 shares; 2025Q1: 8,936 shares; 2025Q2: 8,947 shares; 2025Q3: 8,949 shares; 2025Q4: 9,009 shares; 2026Q1: 9,178 shares 9,178 $2.85M 0.08% +169 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: 6,293 shares; 2024Q4: 6,367 shares; 2025Q1: 7,372 shares; 2025Q2: 7,738 shares; 2025Q3: 8,003 shares; 2025Q4: 8,164 shares; 2026Q1: 8,700 shares 8,700 $2.56M 0.08% +536 Timeline DFGP 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: 47,419 shares; 2025Q3: 47,910 shares; 2025Q4: 48,043 shares; 2026Q1: 46,090 shares 46,090 $2.49M 0.07% -1,953 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: 17,220 shares; 2024Q4: 14,369 shares; 2025Q1: 15,767 shares; 2025Q2: 13,918 shares; 2025Q3: 13,949 shares; 2025Q4: 13,972 shares; 2026Q1: 14,657 shares 14,657 $2.49M 0.07% +685 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: 6,476 shares; 2024Q4: 6,458 shares; 2025Q1: 6,541 shares; 2025Q2: 6,662 shares; 2025Q3: 6,678 shares; 2025Q4: 6,672 shares; 2026Q1: 6,928 shares 6,928 $2.48M 0.07% +256 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,553 shares; 2025Q1: 5,494 shares; 2025Q2: 6,845 shares; 2025Q3: 6,544 shares; 2025Q4: 6,650 shares; 2026Q1: 7,270 shares 7,270 $2.46M 0.07% +620 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: 4,448 shares; 2024Q4: 4,968 shares; 2025Q1: 5,911 shares; 2025Q2: 6,585 shares; 2025Q3: 6,913 shares; 2025Q4: 7,975 shares; 2026Q1: 7,665 shares 7,665 $2.37M 0.07% -310 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,647 shares; 2025Q4: 176,647 shares; 2026Q1: 176,315 shares 176,315 $2.17M 0.06% -332 Timeline SCHX 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: 23,272 shares; 2024Q4: 69,532 shares; 2025Q1: 69,738 shares; 2025Q2: 69,935 shares; 2025Q3: 70,122 shares; 2025Q4: 73,394 shares; 2026Q1: 84,082 shares 84,082 $2.16M 0.06% +10,688 Timeline DFSI 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: 5,610 shares; 2024Q4: not reported; 2025Q1: 5,937 shares; 2025Q2: 5,937 shares; 2025Q3: 47,635 shares; 2025Q4: 50,606 shares; 2026Q1: 49,134 shares 49,134 $2.08M 0.06% -1,472 Timeline FNDB 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: 21,435 shares; 2024Q4: 60,741 shares; 2025Q1: 61,003 shares; 2025Q2: 65,114 shares; 2025Q3: 67,078 shares; 2025Q4: 67,378 shares; 2026Q1: 75,070 shares 75,070 $2.04M 0.06% +7,692 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: 8,344 shares; 2024Q4: 7,182 shares; 2025Q1: 7,901 shares; 2025Q2: 8,121 shares; 2025Q3: 8,222 shares; 2025Q4: 8,480 shares; 2026Q1: 9,228 shares 9,228 $2.01M 0.06% +748 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 32,529 shares; 2025Q1: 32,329 shares; 2025Q2: 32,848 shares; 2025Q3: 32,811 shares; 2025Q4: 36,362 shares; 2026Q1: 32,982 shares 32,982 $1.94M 0.06% -3,380 Timeline JQUA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,202 shares; 2025Q3: 30,273 shares; 2025Q4: 30,347 shares; 2026Q1: 30,402 shares 30,402 $1.86M 0.06% +55 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 12,530 shares; 2025Q1: 12,543 shares; 2025Q2: 18,999 shares; 2025Q3: 19,002 shares; 2025Q4: 19,049 shares; 2026Q1: 19,538 shares 19,538 $1.76M 0.05% +489 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: 8,873 shares; 2024Q4: 8,891 shares; 2025Q1: 9,652 shares; 2025Q2: 9,876 shares; 2025Q3: 9,923 shares; 2025Q4: 9,696 shares; 2026Q1: 10,518 shares 10,518 $1.74M 0.05% +822 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: 1,556 shares; 2024Q4: 1,595 shares; 2025Q1: 1,848 shares; 2025Q2: 1,725 shares; 2025Q3: 1,733 shares; 2025Q4: 1,890 shares; 2026Q1: 1,867 shares 1,867 $1.72M 0.05% -23 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: 700 shares; 2024Q4: 2,313 shares; 2025Q1: 2,347 shares; 2025Q2: 2,929 shares; 2025Q3: 2,593 shares; 2025Q4: 2,766 shares; 2026Q1: 2,837 shares 2,837 $1.7M 0.05% +71 Timeline SCHC 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: 33,099 shares; 2024Q4: 31,435 shares; 2025Q1: 31,435 shares; 2025Q2: 30,800 shares; 2025Q3: 30,800 shares; 2025Q4: 32,952 shares; 2026Q1: 35,977 shares 35,977 $1.68M 0.05% +3,025 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: 4,301 shares; 2024Q4: 4,318 shares; 2025Q1: 4,385 shares; 2025Q2: 4,449 shares; 2025Q3: 4,444 shares; 2025Q4: 4,502 shares; 2026Q1: 4,556 shares 4,556 $1.62M 0.05% +54 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,438 shares; 2024Q4: 65,561 shares; 2025Q1: 65,779 shares; 2025Q2: 65,768 shares; 2025Q3: 23,874 shares; 2025Q4: 23,984 shares; 2026Q1: 23,974 shares 23,974 $1.59M 0.05% -10 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 2,439 shares; 2025Q3: 4,653 shares; 2025Q4: 3,528 shares; 2026Q1: 3,569 shares 3,569 $1.56M 0.05% +41 Timeline SCHE 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: 41,634 shares; 2024Q4: 35,823 shares; 2025Q1: 38,797 shares; 2025Q2: 40,875 shares; 2025Q3: 40,875 shares; 2025Q4: 41,899 shares; 2026Q1: 47,307 shares 47,307 $1.56M 0.05% +5,408 Timeline DFAW 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: 10,517 shares; 2024Q4: 10,607 shares; 2025Q1: 13,357 shares; 2025Q2: 15,275 shares; 2025Q3: 15,339 shares; 2025Q4: 15,720 shares; 2026Q1: 21,065 shares 21,065 $1.55M 0.05% +5,345 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: 5,966 shares; 2024Q4: 3,514 shares; 2025Q1: 4,416 shares; 2025Q2: 5,935 shares; 2025Q3: 4,891 shares; 2025Q4: 4,989 shares; 2026Q1: 5,731 shares 5,731 $1.4M 0.04% +742 Timeline IUSB 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: 41,313 shares; 2024Q4: 36,865 shares; 2025Q1: 36,733 shares; 2025Q2: 31,199 shares; 2025Q3: 30,716 shares; 2025Q4: 30,190 shares; 2026Q1: 30,137 shares 30,137 $1.39M 0.04% -53 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,391 shares; 2024Q4: 7,476 shares; 2025Q1: 7,843 shares; 2025Q2: 8,035 shares; 2025Q3: 8,292 shares; 2025Q4: 8,251 shares; 2026Q1: 9,319 shares 9,319 $1.37M 0.04% +1,068 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: 828 shares; 2024Q4: 854 shares; 2025Q1: 1,014 shares; 2025Q2: 1,111 shares; 2025Q3: 1,029 shares; 2025Q4: 1,235 shares; 2026Q1: 1,374 shares 1,374 $1.37M 0.04% +139 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,027 shares; 2024Q4: 16,556 shares; 2025Q1: 15,590 shares; 2025Q2: 15,186 shares; 2025Q3: 15,378 shares; 2025Q4: 15,470 shares; 2026Q1: 14,852 shares 14,852 $1.36M 0.04% -618 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,351 shares; 2025Q3: 17,356 shares; 2025Q4: 17,282 shares; 2026Q1: 16,553 shares 16,553 $1.33M 0.04% -729 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: 1,064 shares; 2024Q4: 1,281 shares; 2025Q1: 1,318 shares; 2025Q2: 1,142 shares; 2025Q3: 1,352 shares; 2025Q4: 1,665 shares; 2026Q1: 1,739 shares 1,739 $1.23M 0.04% +74 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,800 shares; 2025Q1: 2,833 shares; 2025Q2: 2,879 shares; 2025Q3: 2,884 shares; 2025Q4: 2,877 shares; 2026Q1: 2,930 shares 2,930 $1.22M 0.04% +53 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: 1,315 shares; 2024Q4: 1,396 shares; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 2,197 shares; 2025Q4: 2,178 shares; 2026Q1: 3,357 shares 3,357 $1.15M 0.03% +1,179 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: 2,793 shares; 2024Q4: 2,575 shares; 2025Q1: 3,236 shares; 2025Q2: 3,303 shares; 2025Q3: 3,135 shares; 2025Q4: 3,448 shares; 2026Q1: 3,747 shares 3,747 $1.13M 0.03% +299 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: 2,886 shares; 2024Q4: 2,900 shares; 2025Q1: 3,669 shares; 2025Q2: 4,103 shares; 2025Q3: 4,383 shares; 2025Q4: 4,484 shares; 2026Q1: 5,447 shares 5,447 $1.13M 0.03% +963 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,937 shares; 2024Q4: 7,696 shares; 2025Q1: 7,276 shares; 2025Q2: 7,638 shares; 2025Q3: 7,845 shares; 2025Q4: 12,125 shares; 2026Q1: 11,713 shares 11,713 $1.12M 0.03% -412 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: 1,227 shares; 2024Q4: 1,128 shares; 2025Q1: 1,155 shares; 2025Q2: 1,100 shares; 2025Q3: 1,723 shares; 2025Q4: 1,840 shares; 2026Q1: 1,672 shares 1,672 $1.09M 0.03% -168 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: 772 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 2,102 shares; 2025Q3: 2,083 shares; 2025Q4: 2,554 shares; 2026Q1: 2,511 shares 2,511 $1.07M 0.03% -43 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: 888 shares; 2024Q4: 1,003 shares; 2025Q1: 1,580 shares; 2025Q2: 1,594 shares; 2025Q3: 1,636 shares; 2025Q4: 2,114 shares; 2026Q1: 2,083 shares 2,083 $1.04M 0.03% -31 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: 5,729 shares; 2024Q4: 4,297 shares; 2025Q1: 4,940 shares; 2025Q2: 5,169 shares; 2025Q3: 5,401 shares; 2025Q4: 5,443 shares; 2026Q1: 6,692 shares 6,692 $1.04M 0.03% +1,249 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: 9,574 shares; 2024Q4: 4,740 shares; 2025Q1: 4,136 shares; 2025Q2: 7,956 shares; 2025Q3: 8,064 shares; 2025Q4: 7,476 shares; 2026Q1: 8,269 shares 8,269 $1.03M 0.03% +793 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: 3,081 shares; 2024Q4: 3,224 shares; 2025Q1: 3,346 shares; 2025Q2: 4,991 shares; 2025Q3: 5,018 shares; 2025Q4: 4,949 shares; 2026Q1: 4,990 shares 4,990 $993K 0.03% +41 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: 1,495 shares; 2024Q4: 1,161 shares; 2025Q1: 1,150 shares; 2025Q2: 850 shares; 2025Q3: 1,204 shares; 2025Q4: 3,671 shares; 2026Q1: 3,525 shares 3,525 $954K 0.03% -146 Timeline DFSV 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: 28,515 shares; 2025Q3: 27,616 shares; 2025Q4: 27,487 shares; 2026Q1: 26,980 shares 26,980 $945K 0.03% -507 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: 15,622 shares; 2024Q4: 12,080 shares; 2025Q1: 9,238 shares; 2025Q2: 9,216 shares; 2025Q3: 9,230 shares; 2025Q4: 13,984 shares; 2026Q1: 10,621 shares 10,621 $942K 0.03% -3,363 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares; 2026Q1: 65,000 shares 65,000 $940K 0.03% +20,000 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: 6,592 shares; 2024Q4: 6,845 shares; 2025Q1: 7,245 shares; 2025Q2: 7,460 shares; 2025Q3: 6,709 shares; 2025Q4: 5,179 shares; 2026Q1: 6,343 shares 6,343 $916K 0.03% +1,164 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: 30,115 shares; 2024Q4: 27,089 shares; 2025Q1: 27,869 shares; 2025Q2: 31,409 shares; 2025Q3: 31,215 shares; 2025Q4: 31,534 shares; 2026Q1: 32,492 shares 32,492 $912K 0.03% +958 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: 1,490 shares; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 2,224 shares; 2025Q3: 2,638 shares; 2025Q4: 2,444 shares; 2026Q1: 2,517 shares 2,517 $886K 0.03% +73 Timeline SCHH 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: 26,992 shares; 2024Q4: 26,681 shares; 2025Q1: 26,799 shares; 2025Q2: 31,258 shares; 2025Q3: 31,479 shares; 2025Q4: 35,321 shares; 2026Q1: 40,709 shares 40,709 $875K 0.03% +5,388 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,134 shares; 2025Q1: 2,217 shares; 2025Q2: 2,237 shares; 2025Q3: 2,176 shares; 2025Q4: 2,094 shares; 2026Q1: 2,017 shares 2,017 $858K 0.03% -77 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,654 shares; 2024Q4: 13,756 shares; 2025Q1: 13,697 shares; 2025Q2: 14,011 shares; 2025Q3: 13,833 shares; 2025Q4: 13,765 shares; 2026Q1: 13,158 shares 13,158 $852K 0.03% -607 Timeline SPHQ 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: 11,183 shares; 2025Q3: 11,127 shares; 2025Q4: 11,087 shares; 2026Q1: 11,024 shares 11,024 $829K 0.02% -63 Timeline EFV 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: 11,694 shares; 2024Q4: 11,520 shares; 2025Q1: 11,715 shares; 2025Q2: 11,520 shares; 2025Q3: 10,825 shares; 2025Q4: 10,814 shares; 2026Q1: 11,089 shares 11,089 $824K 0.02% +275 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: 9,789 shares; 2024Q4: 10,245 shares; 2025Q1: 10,660 shares; 2025Q2: 12,643 shares; 2025Q3: 11,885 shares; 2025Q4: 11,828 shares; 2026Q1: 12,051 shares 12,051 $795K 0.02% +223 Timeline VPU 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: 5,723 shares; 2024Q4: 5,835 shares; 2025Q1: 5,878 shares; 2025Q2: 5,401 shares; 2025Q3: 5,437 shares; 2025Q4: 3,851 shares; 2026Q1: 3,909 shares 3,909 $774K 0.02% +58 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: 7,050 shares; 2024Q4: 6,432 shares; 2025Q1: 7,179 shares; 2025Q2: 7,372 shares; 2025Q3: 7,363 shares; 2025Q4: 7,306 shares; 2026Q1: 7,448 shares 7,448 $765K 0.02% +142 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: 17,470 shares; 2024Q4: 16,491 shares; 2025Q1: 16,491 shares; 2025Q2: 16,597 shares; 2025Q3: 18,052 shares; 2025Q4: 18,881 shares; 2026Q1: 19,966 shares 19,966 $764K 0.02% +1,085 Timeline DFIP 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: 18,094 shares; 2024Q4: 18,094 shares; 2025Q1: 18,094 shares; 2025Q2: 18,094 shares; 2025Q3: 18,094 shares; 2025Q4: 18,094 shares; 2026Q1: 18,094 shares 18,094 $755K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 521 shares; 2025Q1: 658 shares; 2025Q2: 673 shares; 2025Q3: 696 shares; 2025Q4: 6,801 shares; 2026Q1: 7,735 shares 7,735 $744K 0.02% +934 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,767 shares; 2024Q4: 30,767 shares; 2025Q1: 30,767 shares; 2025Q2: 30,767 shares; 2025Q3: 30,252 shares; 2025Q4: 30,752 shares; 2026Q1: 30,667 shares 30,667 $730K 0.02% -85 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 1,704 shares; 2025Q1: 1,707 shares; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares; 2026Q1: 1,694 shares 1,694 $729K 0.02% 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: 6,757 shares; 2024Q4: 6,682 shares; 2025Q1: 6,870 shares; 2025Q2: 8,243 shares; 2025Q3: 8,336 shares; 2025Q4: 7,466 shares; 2026Q1: 7,555 shares 7,555 $728K 0.02% +89 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,584 shares; 2025Q1: 4,379 shares; 2025Q2: 4,086 shares; 2025Q3: 4,081 shares; 2025Q4: 3,808 shares; 2026Q1: 3,825 shares 3,825 $725K 0.02% +17 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: 1,712 shares; 2026Q1: 2,098 shares 2,098 $709K 0.02% +386 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: 1,735 shares; 2024Q4: 2,703 shares; 2025Q1: 2,672 shares; 2025Q2: 2,847 shares; 2025Q3: 2,964 shares; 2025Q4: 2,926 shares; 2026Q1: 2,135 shares 2,135 $702K 0.02% -791 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,703 shares; 2024Q4: 50,744 shares; 2025Q1: 48,206 shares; 2025Q2: 44,434 shares; 2025Q3: 41,410 shares; 2025Q4: 39,059 shares; 2026Q1: 27,912 shares 27,912 $702K 0.02% -11,147 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: 5,058 shares; 2024Q4: 4,954 shares; 2025Q1: 6,370 shares; 2025Q2: 6,971 shares; 2025Q3: 6,877 shares; 2025Q4: 7,537 shares; 2026Q1: 9,181 shares 9,181 $698K 0.02% +1,644 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,135 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,270 shares; 2026Q1: 12,270 shares 12,270 $697K 0.02% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 15,972 shares; 2025Q1: 16,098 shares; 2025Q2: 16,230 shares; 2025Q3: 16,307 shares; 2025Q4: 16,455 shares; 2026Q1: 16,632 shares 16,632 $664K 0.02% +177 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: 1,508 shares; 2024Q4: 1,587 shares; 2025Q1: 2,096 shares; 2025Q2: 2,072 shares; 2025Q3: 2,075 shares; 2025Q4: 2,120 shares; 2026Q1: 2,328 shares 2,328 $661K 0.02% +208 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 5,193 shares; 2025Q1: 5,612 shares; 2025Q2: 5,498 shares; 2025Q3: 6,380 shares; 2025Q4: 5,961 shares; 2026Q1: 5,959 shares 5,959 $658K 0.02% -2 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: not reported; 2024Q4: 1,837 shares; 2025Q1: 2,211 shares; 2025Q2: 2,250 shares; 2025Q3: 2,580 shares; 2025Q4: 3,141 shares; 2026Q1: 3,389 shares 3,389 $654K 0.02% +248 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: 11,421 shares; 2024Q4: 10,875 shares; 2025Q1: 12,416 shares; 2025Q2: 12,610 shares; 2025Q3: 13,074 shares; 2025Q4: 11,897 shares; 2026Q1: 11,257 shares 11,257 $649K 0.02% -640 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: 2,493 shares; 2024Q4: 2,060 shares; 2025Q1: 2,160 shares; 2025Q2: 2,153 shares; 2025Q3: 2,147 shares; 2025Q4: 3,215 shares; 2026Q1: 2,257 shares 2,257 $648K 0.02% -958 Timeline DFGR 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: 18,705 shares; 2025Q4: 20,420 shares; 2026Q1: 24,103 shares 24,103 $641K 0.02% +3,683 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: 1,977 shares; 2024Q4: 2,025 shares; 2025Q1: 2,387 shares; 2025Q2: 2,436 shares; 2025Q3: 2,474 shares; 2025Q4: 2,507 shares; 2026Q1: 2,593 shares 2,593 $628K 0.02% +86 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,812 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,657 shares 1,657 $614K 0.02% -55 Timeline DFSE 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: 14,374 shares; 2025Q4: 15,187 shares; 2026Q1: 14,364 shares 14,364 $609K 0.02% -823 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: 3,287 shares; 2024Q4: 2,598 shares; 2025Q1: 3,245 shares; 2025Q2: 3,264 shares; 2025Q3: 4,338 shares; 2025Q4: 4,936 shares; 2026Q1: 5,049 shares 5,049 $607K 0.02% +113 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: 16,307 shares; 2024Q4: 15,039 shares; 2025Q1: 17,790 shares; 2025Q2: 18,899 shares; 2025Q3: 18,927 shares; 2025Q4: 20,358 shares; 2026Q1: 20,798 shares 20,798 $603K 0.02% +440 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: 9,859 shares; 2024Q4: 7,611 shares; 2025Q1: 7,810 shares; 2025Q2: 7,845 shares; 2025Q3: 7,856 shares; 2025Q4: 7,757 shares; 2026Q1: 7,043 shares 7,043 $590K 0.02% -714 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,792 shares; 2024Q4: 8,663 shares; 2025Q1: 8,489 shares; 2025Q2: 7,794 shares; 2025Q3: 7,676 shares; 2025Q4: 7,568 shares; 2026Q1: 15,121 shares 15,121 $588K 0.02% +7,553 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 330 shares; 2025Q1: 349 shares; 2025Q2: 436 shares; 2025Q3: 421 shares; 2025Q4: 436 shares; 2026Q1: 443 shares 443 $585K 0.02% +7 Timeline VV 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: 1,930 shares; 2025Q3: 1,914 shares; 2025Q4: 1,927 shares; 2026Q1: 1,937 shares 1,937 $579K 0.02% +10 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: 9,959 shares; 2024Q4: 10,082 shares; 2025Q1: 11,647 shares; 2025Q2: 9,678 shares; 2025Q3: 10,549 shares; 2025Q4: 11,158 shares; 2026Q1: 11,828 shares 11,828 $577K 0.02% +670 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: 4,364 shares; 2024Q4: 4,524 shares; 2025Q1: 6,654 shares; 2025Q2: 5,173 shares; 2025Q3: 6,028 shares; 2025Q4: 6,245 shares; 2026Q1: 7,198 shares 7,198 $558K 0.02% +953 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,337 shares; 2025Q3: 2,329 shares; 2025Q4: 2,579 shares; 2026Q1: 2,742 shares 2,742 $558K 0.02% +163 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,158 shares; 2025Q3: 2,201 shares; 2025Q4: 2,296 shares; 2026Q1: 2,550 shares 2,550 $545K 0.02% +254 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 9,571 shares; 2025Q1: 9,690 shares; 2025Q2: 9,677 shares; 2025Q3: 9,520 shares; 2025Q4: 8,638 shares; 2026Q1: 6,877 shares 6,877 $541K 0.02% -1,761 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,313 shares; 2025Q1: 2,991 shares; 2025Q2: not reported; 2025Q3: 2,943 shares; 2025Q4: 2,956 shares; 2026Q1: 3,007 shares 3,007 $540K 0.02% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,880 shares; 2026Q1: 2,949 shares 2,949 $537K 0.02% +69 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,439 shares; 2025Q1: 6,725 shares; 2025Q2: 6,670 shares; 2025Q3: 6,677 shares; 2025Q4: 12,507 shares; 2026Q1: 11,793 shares 11,793 $536K 0.02% -714 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: 1,834 shares; 2024Q4: 2,123 shares; 2025Q1: 3,039 shares; 2025Q2: 3,060 shares; 2025Q3: 3,315 shares; 2025Q4: 3,296 shares; 2026Q1: 3,487 shares 3,487 $533K 0.02% +191 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,126 shares; 2025Q1: 5,244 shares; 2025Q2: 5,392 shares; 2025Q3: 5,454 shares; 2025Q4: 5,480 shares; 2026Q1: 5,715 shares 5,715 $526K 0.02% +235 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: not reported; 2024Q4: not reported; 2025Q1: 3,198 shares; 2025Q2: 3,185 shares; 2025Q3: 3,124 shares; 2025Q4: 3,238 shares; 2026Q1: 5,376 shares 5,376 $499K 0.01% +2,138 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: 2,142 shares; 2024Q4: 2,141 shares; 2025Q1: 2,706 shares; 2025Q2: 2,379 shares; 2025Q3: 2,298 shares; 2025Q4: 2,285 shares; 2026Q1: 2,302 shares 2,302 $479K 0.01% +17 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,057 shares; 2025Q3: 6,052 shares; 2025Q4: 5,965 shares; 2026Q1: 5,914 shares 5,914 $477K 0.01% -51 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: 467 shares; 2025Q3: 482 shares; 2025Q4: 434 shares; 2026Q1: 539 shares 539 $471K 0.01% +105 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: 2,265 shares; 2024Q4: 2,348 shares; 2025Q1: 2,502 shares; 2025Q2: 2,578 shares; 2025Q3: 2,678 shares; 2025Q4: 3,227 shares; 2026Q1: 3,550 shares 3,550 $465K 0.01% +323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,459 shares; 2026Q1: 2,812 shares 2,812 $463K 0.01% +353 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 6,977 shares; 2025Q1: 7,172 shares; 2025Q2: 7,763 shares; 2025Q3: 7,939 shares; 2025Q4: 10,276 shares; 2026Q1: 9,817 shares 9,817 $462K 0.01% -459 Timeline VSGX 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: 6,316 shares; 2024Q4: 6,371 shares; 2025Q1: 6,413 shares; 2025Q2: 6,250 shares; 2025Q3: 6,644 shares; 2025Q4: 6,723 shares; 2026Q1: 6,421 shares 6,421 $461K 0.01% -302 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: 1,715 shares; 2024Q4: 1,719 shares; 2025Q1: 1,926 shares; 2025Q2: 1,873 shares; 2025Q3: 1,887 shares; 2025Q4: 1,480 shares; 2026Q1: 1,926 shares 1,926 $455K 0.01% +446 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,368 shares; 2025Q3: 5,006 shares; 2025Q4: 5,126 shares; 2026Q1: 5,006 shares 5,006 $441K 0.01% -120 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,611 shares; 2025Q2: 6,199 shares; 2025Q3: 6,199 shares; 2025Q4: 6,199 shares; 2026Q1: 6,385 shares 6,385 $425K 0.01% +186 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: not reported; 2024Q4: 442 shares; 2025Q1: 513 shares; 2025Q2: 430 shares; 2025Q3: 448 shares; 2025Q4: 475 shares; 2026Q1: 502 shares 502 $424K 0.01% +27 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,181 shares; 2026Q1: 11,188 shares 11,188 $423K 0.01% +7 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 7,564 shares; 2025Q1: 12,693 shares; 2025Q2: 11,443 shares; 2025Q3: 12,244 shares; 2025Q4: 10,039 shares; 2026Q1: 9,823 shares 9,823 $415K 0.01% -216 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,803 shares; 2025Q2: 1,894 shares; 2025Q3: 1,900 shares; 2025Q4: 1,910 shares; 2026Q1: 2,076 shares 2,076 $410K 0.01% +166 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: not reported; 2024Q4: not reported; 2025Q1: 1,061 shares; 2025Q2: 1,748 shares; 2025Q3: 1,714 shares; 2025Q4: 1,529 shares; 2026Q1: 1,671 shares 1,671 $405K 0.01% +142 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,862 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares; 2025Q4: 4,776 shares; 2026Q1: 4,865 shares 4,865 $401K 0.01% +89 Timeline SUSL 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: 3,187 shares; 2024Q4: 3,229 shares; 2025Q1: 3,284 shares; 2025Q2: 3,495 shares; 2025Q3: 3,539 shares; 2025Q4: 3,638 shares; 2026Q1: 3,509 shares 3,509 $399K 0.01% -129 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: not reported; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,790 shares; 2025Q3: 2,049 shares; 2025Q4: 2,203 shares; 2026Q1: 2,492 shares 2,492 $398K 0.01% +289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,348 shares; 2025Q4: 1,339 shares; 2026Q1: 1,363 shares 1,363 $391K 0.01% +24 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: 4,474 shares; 2024Q4: not reported; 2025Q1: 5,603 shares; 2025Q2: 6,838 shares; 2025Q3: 7,784 shares; 2025Q4: 7,289 shares; 2026Q1: 7,786 shares 7,786 $391K 0.01% +497 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,651 shares; 2025Q1: 4,825 shares; 2025Q2: 4,831 shares; 2025Q3: 6,351 shares; 2025Q4: 4,977 shares; 2026Q1: 4,958 shares 4,958 $382K 0.01% -19 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: not reported; 2024Q4: 1,267 shares; 2025Q1: 1,544 shares; 2025Q2: 1,676 shares; 2025Q3: 1,613 shares; 2025Q4: 1,573 shares; 2026Q1: 1,642 shares 1,642 $377K 0.01% +69 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,545 shares; 2025Q3: 3,544 shares; 2025Q4: 3,593 shares; 2026Q1: 3,774 shares 3,774 $376K 0.01% +181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 793 shares; 2025Q4: not reported; 2026Q1: 1,418 shares 1,418 $369K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,815 shares; 2025Q1: 3,392 shares; 2025Q2: 3,673 shares; 2025Q3: 3,279 shares; 2025Q4: 3,541 shares; 2026Q1: 4,234 shares 4,234 $361K 0.01% +693 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: 609 shares; 2024Q4: 600 shares; 2025Q1: 812 shares; 2025Q2: 843 shares; 2025Q3: 785 shares; 2025Q4: 555 shares; 2026Q1: 725 shares 725 $359K 0.01% +170 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,781 shares; 2024Q4: 12,636 shares; 2025Q1: 42,071 shares; 2025Q2: 43,350 shares; 2025Q3: 41,865 shares; 2025Q4: 39,564 shares; 2026Q1: 39,626 shares 39,626 $356K 0.01% +62 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 993 shares; 2025Q3: 850 shares; 2025Q4: 989 shares; 2026Q1: 1,070 shares 1,070 $349K 0.01% +81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,370 shares; 2025Q4: 7,179 shares; 2026Q1: 7,899 shares 7,899 $349K 0.01% +720 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,044 shares; 2025Q1: not reported; 2025Q2: 13,997 shares; 2025Q3: 16,392 shares; 2025Q4: 15,766 shares; 2026Q1: 15,953 shares 15,953 $346K 0.01% +187 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: 5,623 shares; 2024Q4: 5,602 shares; 2025Q1: 5,688 shares; 2025Q2: 6,942 shares; 2025Q3: 7,113 shares; 2025Q4: 7,291 shares; 2026Q1: 6,509 shares 6,509 $339K 0.01% -782 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 839 shares; 2025Q1: 889 shares; 2025Q2: 1,026 shares; 2025Q3: 900 shares; 2025Q4: 903 shares; 2026Q1: 931 shares 931 $334K 0.01% +28 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,458 shares; 2025Q1: 2,463 shares; 2025Q2: 3,098 shares; 2025Q3: 3,123 shares; 2025Q4: 3,116 shares; 2026Q1: 3,131 shares 3,131 $333K 0.01% +15 Timeline VNQI 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: 15,015 shares; 2024Q4: 7,099 shares; 2025Q1: 7,173 shares; 2025Q2: 7,068 shares; 2025Q3: 7,178 shares; 2025Q4: 7,501 shares; 2026Q1: 7,501 shares 7,501 $333K 0.01% 0 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: 3,231 shares; 2024Q4: 3,393 shares; 2025Q1: 4,018 shares; 2025Q2: 4,126 shares; 2025Q3: 4,258 shares; 2025Q4: 3,252 shares; 2026Q1: 3,577 shares 3,577 $333K 0.01% +325 Timeline AAXJ 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,400 shares 3,400 $327K 0.01% +400 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,164 shares; 2025Q1: 4,343 shares; 2025Q2: 4,670 shares; 2025Q3: 4,657 shares; 2025Q4: 4,195 shares; 2026Q1: 4,142 shares 4,142 $326K 0.01% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 1,909 shares; 2025Q4: 2,025 shares; 2026Q1: 2,315 shares 2,315 $323K 0.01% +290 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 5,236 shares; 2025Q3: 5,267 shares; 2025Q4: 4,872 shares; 2026Q1: 4,861 shares 4,861 $321K 0.01% -11 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,488 shares; 2025Q4: 1,720 shares; 2026Q1: 1,744 shares 1,744 $318K 0.01% +24 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,333 shares; 2025Q3: 2,391 shares; 2025Q4: 2,403 shares; 2026Q1: 2,493 shares 2,493 $315K 0.01% +90 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: not reported; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 2,605 shares; 2025Q3: 2,775 shares; 2025Q4: 2,565 shares; 2026Q1: 3,262 shares 3,262 $315K 0.01% +697 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,704 shares; 2025Q1: 14,838 shares; 2025Q2: 22,673 shares; 2025Q3: 24,108 shares; 2025Q4: 16,703 shares; 2026Q1: 22,595 shares 22,595 $313K 0.01% +5,892 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 318 shares; 2026Q1: 359 shares 359 $311K 0.01% +41 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 332 shares; 2026Q1: 346 shares 346 $310K 0.01% +14 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 642 shares; 2026Q1: 661 shares 661 $307K 0.01% +19 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,619 shares; 2025Q3: 1,648 shares; 2025Q4: 1,537 shares; 2026Q1: 1,548 shares 1,548 $305K 0.01% +11 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L 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: 4,449 shares; 2025Q3: 4,449 shares; 2025Q4: 4,556 shares; 2026Q1: 4,902 shares 4,902 $301K 0.01% +346 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 10,657 shares; 2025Q1: 17,872 shares; 2025Q2: 16,211 shares; 2025Q3: 16,811 shares; 2025Q4: 17,284 shares; 2026Q1: 17,588 shares 17,588 $298K 0.01% +304 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176 shares; 2026Q1: 197 shares 197 $290K 0.01% +21 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,645 shares; 2026Q1: 1,664 shares 1,664 $286K 0.01% +19 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: 884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 909 shares; 2025Q4: 1,053 shares; 2026Q1: 1,088 shares 1,088 $285K 0.01% +35 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: 2,775 shares; 2024Q4: 2,885 shares; 2025Q1: 3,314 shares; 2025Q2: 2,879 shares; 2025Q3: 2,749 shares; 2025Q4: 3,467 shares; 2026Q1: 3,180 shares 3,180 $285K 0.01% -287 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 1,865 shares; 2025Q3: 2,001 shares; 2025Q4: 2,007 shares; 2026Q1: 2,351 shares 2,351 $279K 0.01% +344 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,765 shares; 2026Q1: 9,853 shares 9,853 $278K 0.01% +88 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,085 shares 2,085 $276K 0.01% 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: 7,032 shares; 2024Q4: 7,197 shares; 2025Q1: 7,689 shares; 2025Q2: 7,705 shares; 2025Q3: 8,482 shares; 2025Q4: 6,825 shares; 2026Q1: 7,334 shares 7,334 $273K 0.01% +509 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 784 shares; 2025Q3: 781 shares; 2025Q4: 789 shares; 2026Q1: 825 shares 825 $270K 0.01% +36 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: 1,839 shares; 2024Q4: not reported; 2025Q1: 2,166 shares; 2025Q2: 2,367 shares; 2025Q3: 2,374 shares; 2025Q4: 2,374 shares; 2026Q1: 2,445 shares 2,445 $268K 0.01% +71 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares 976 $264K 0.01% new 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: 1,491 shares; 2024Q4: 1,514 shares; 2025Q1: 1,745 shares; 2025Q2: 1,829 shares; 2025Q3: 1,528 shares; 2025Q4: 1,027 shares; 2026Q1: 1,164 shares 1,164 $263K 0.01% +137 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: 1,028 shares; 2024Q4: 1,058 shares; 2025Q1: 1,173 shares; 2025Q2: 1,168 shares; 2025Q3: 1,118 shares; 2025Q4: 1,422 shares; 2026Q1: 1,407 shares 1,407 $263K 0.01% -15 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: 2,936 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 1,784 shares; 2025Q4: 1,784 shares; 2026Q1: 1,784 shares 1,784 $260K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,201 shares; 2025Q2: 3,257 shares; 2025Q3: 3,364 shares; 2025Q4: 3,407 shares; 2026Q1: 3,611 shares 3,611 $260K 0.01% +204 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 889 shares; 2025Q3: 927 shares; 2025Q4: 885 shares; 2026Q1: 858 shares 858 $259K 0.01% -27 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 8,868 shares; 2025Q1: 8,868 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares; 2025Q4: 9,256 shares; 2026Q1: 9,415 shares 9,415 $258K 0.01% +159 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: not reported; 2024Q4: 601 shares; 2025Q1: 699 shares; 2025Q2: 776 shares; 2025Q3: 720 shares; 2025Q4: 615 shares; 2026Q1: 772 shares 772 $254K 0.01% +157 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA 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: 1,986 shares; 2025Q4: 1,940 shares; 2026Q1: 2,065 shares 2,065 $254K 0.01% +125 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 2,432 shares; 2025Q4: 2,490 shares; 2026Q1: 2,654 shares 2,654 $249K 0.01% +164 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: not reported; 2024Q4: not reported; 2025Q1: 4,210 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,830 shares; 2026Q1: 4,057 shares 4,057 $246K 0.01% +227 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,869 shares 2,869 $245K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,598 shares; 2025Q2: 17,458 shares; 2025Q3: 20,037 shares; 2025Q4: 21,094 shares; 2026Q1: 21,698 shares 21,698 $245K 0.01% +604 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339 shares; 2025Q3: 406 shares; 2025Q4: 438 shares; 2026Q1: 562 shares 562 $243K 0.01% +124 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 51 shares; 2025Q3: 53 shares; 2025Q4: 54 shares; 2026Q1: 57 shares 57 $240K 0.01% +3 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,627 shares; 2025Q1: 2,731 shares; 2025Q2: 2,842 shares; 2025Q3: 2,832 shares; 2025Q4: 2,920 shares; 2026Q1: 2,977 shares 2,977 $239K 0.01% +57 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,769 shares; 2025Q2: 2,103 shares; 2025Q3: 1,925 shares; 2025Q4: 2,115 shares; 2026Q1: 1,893 shares 1,893 $237K 0.01% -222 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,089 shares; 2025Q1: 1,602 shares; 2025Q2: 1,487 shares; 2025Q3: 1,479 shares; 2025Q4: 1,226 shares; 2026Q1: 1,379 shares 1,379 $236K 0.01% +153 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $235K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares; 2026Q1: 1,969 shares 1,969 $234K 0.01% +151 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: 6,749 shares; 2024Q4: 6,224 shares; 2025Q1: 7,136 shares; 2025Q2: 7,418 shares; 2025Q3: 7,046 shares; 2025Q4: 6,943 shares; 2026Q1: 8,135 shares 8,135 $234K 0.01% +1,192 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,255 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,013 shares; 2026Q1: 1,130 shares 1,130 $233K 0.01% +117 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 508 shares; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 504 shares 504 $232K 0.01% -19 Timeline SLYV 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: 2,371 shares; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,371 shares; 2025Q4: 2,401 shares; 2026Q1: 2,451 shares 2,451 $232K 0.01% +50 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,787 shares 10,787 $231K 0.01% new 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: 4,449 shares; 2024Q4: 4,217 shares; 2025Q1: 4,326 shares; 2025Q2: 4,881 shares; 2025Q3: 4,986 shares; 2025Q4: 4,859 shares; 2026Q1: 4,344 shares 4,344 $229K 0.01% -515 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,528 shares; 2026Q1: 2,528 shares 2,528 $229K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,924 shares; 2026Q1: 2,010 shares 2,010 $228K 0.01% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,666 shares 1,666 $227K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 747 shares 747 $221K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 525 shares; 2025Q2: 462 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 494 shares 494 $221K 0.01% 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: 872 shares; 2025Q3: not reported; 2025Q4: 1,193 shares; 2026Q1: 693 shares 693 $220K 0.01% -500 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 967 shares; 2026Q1: 967 shares 967 $218K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 864 shares 864 $217K 0.01% new 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: 336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 403 shares; 2026Q1: 436 shares 436 $214K 0.01% +33 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,385 shares 6,385 $214K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 695 shares; 2025Q4: 730 shares; 2026Q1: 763 shares 763 $213K 0.01% +33 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares; 2026Q1: 869 shares 869 $212K 0.01% -1,077 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: not reported; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 924 shares; 2025Q3: 905 shares; 2025Q4: not reported; 2026Q1: 1,005 shares 1,005 $211K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,557 shares 1,557 $211K 0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 537 shares 537 $210K 0.01% +84 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,106 shares; 2025Q1: 1,346 shares; 2025Q2: 1,463 shares; 2025Q3: 1,298 shares; 2025Q4: 891 shares; 2026Q1: 1,028 shares 1,028 $209K 0.01% +137 Timeline DFAR 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: 8,806 shares; 2024Q4: 8,806 shares; 2025Q1: 8,806 shares; 2025Q2: 8,806 shares; 2025Q3: 8,806 shares; 2025Q4: 8,806 shares; 2026Q1: 8,806 shares 8,806 $208K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 1,659 shares 1,659 $207K 0.01% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,686 shares; 2026Q1: 4,533 shares 4,533 $206K 0.01% -153 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 432 shares 432 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,004 shares 3,004 $203K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 435 shares; 2025Q4: 1,177 shares; 2026Q1: 505 shares 505 $201K 0.01% -672 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 366 shares 366 $201K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares 950 $201K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 753 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 891 shares; 2026Q1: 1,010 shares 1,010 $200K 0.01% +119 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,013 shares; 2024Q4: 13,092 shares; 2025Q1: 13,320 shares; 2025Q2: 13,256 shares; 2025Q3: 14,374 shares; 2025Q4: 12,361 shares; 2026Q1: 12,430 shares 12,430 $187K 0.01% +69 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,767 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,382 shares; 2026Q1: 10,466 shares 10,466 $167K <0.01% +84 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 58,354 shares; 2025Q1: 92,849 shares; 2025Q2: 77,171 shares; 2025Q3: 77,870 shares; 2025Q4: 94,485 shares; 2026Q1: 52,398 shares 52,398 $111K <0.01% -42,087 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,073 shares 10,073 $90.3K <0.01% new Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,053 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,422 shares 10,422 $62.8K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,966 shares; 2025Q3: 11,039 shares; 2025Q4: 12,376 shares; 2026Q1: 12,376 shares 12,376 $62.3K <0.01% 0 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,693 shares; 2025Q4: 10,693 shares; 2026Q1: 10,693 shares 10,693 $42.1K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,488 shares; 2024Q4: 16,088 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,166 shares; 2026Q1: 13,959 shares 13,959 $40.8K <0.01% +1,793 Timeline