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: 306,188 shares; 2024Q4: 300,602 shares; 2025Q1: 295,108 shares; 2025Q2: 294,840 shares; 2025Q3: 293,726 shares; 2025Q4: 291,662 shares; 2026Q1: 295,702 shares 295,702 $60M 3.43% +4,040 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: 167,822 shares; 2024Q4: 162,574 shares; 2025Q1: 172,057 shares; 2025Q2: 179,171 shares; 2025Q3: 184,535 shares; 2025Q4: 182,061 shares; 2026Q1: 188,389 shares 188,389 $46.9M 2.68% +6,328 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: 128,044 shares; 2024Q4: 124,120 shares; 2025Q1: 133,996 shares; 2025Q2: 145,079 shares; 2025Q3: 117,425 shares; 2025Q4: 107,412 shares; 2026Q1: 140,526 shares 140,526 $46.8M 2.67% +33,114 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: 480,134 shares; 2024Q4: 1,355,107 shares; 2025Q1: 1,323,973 shares; 2025Q2: 1,308,401 shares; 2025Q3: 1,276,776 shares; 2025Q4: 1,248,334 shares; 2026Q1: 1,282,553 shares 1,282,553 $35.1M 2.01% +34,219 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: 244,891 shares; 2025Q1: 259,569 shares; 2025Q2: 233,152 shares; 2025Q3: 188,306 shares; 2025Q4: 150,431 shares; 2026Q1: 123,034 shares 123,034 $33.5M 1.92% -27,397 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: 658,423 shares; 2024Q4: 686,429 shares; 2025Q1: 669,902 shares; 2025Q2: 660,653 shares; 2025Q3: 658,872 shares; 2025Q4: 655,165 shares; 2026Q1: 669,809 shares 669,809 $33M 1.89% +14,644 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: 54,793 shares; 2024Q4: 57,517 shares; 2025Q1: 65,453 shares; 2025Q2: 69,306 shares; 2025Q3: 70,289 shares; 2025Q4: 72,446 shares; 2026Q1: 75,450 shares 75,450 $29.7M 1.7% +3,004 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: 57,903 shares; 2024Q4: 57,953 shares; 2025Q1: 61,056 shares; 2025Q2: 64,511 shares; 2025Q3: 66,647 shares; 2025Q4: 65,502 shares; 2026Q1: 110,161 shares 110,161 $28.5M 1.63% +44,659 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,851 shares; 2024Q4: 269,568 shares; 2025Q1: 279,815 shares; 2025Q2: 283,172 shares; 2025Q3: 281,177 shares; 2025Q4: 302,655 shares; 2026Q1: 328,706 shares 328,706 $28.5M 1.63% +26,051 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,756 shares; 2024Q4: 386,867 shares; 2025Q1: 384,991 shares; 2025Q2: 392,627 shares; 2025Q3: 394,485 shares; 2025Q4: 395,479 shares; 2026Q1: 409,058 shares 409,058 $25.4M 1.45% +13,579 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: 46,770 shares; 2024Q4: 48,442 shares; 2025Q1: 48,645 shares; 2025Q2: 49,586 shares; 2025Q3: 51,934 shares; 2025Q4: 53,624 shares; 2026Q1: 49,026 shares 49,026 $25.2M 1.44% -4,598 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: 36,445 shares; 2024Q4: 39,694 shares; 2025Q1: 33,777 shares; 2025Q2: 33,694 shares; 2025Q3: 33,310 shares; 2025Q4: 73,749 shares; 2026Q1: 39,977 shares 39,977 $25.1M 1.44% -33,772 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,518 shares; 2024Q4: 105,009 shares; 2025Q1: 110,402 shares; 2025Q2: 115,293 shares; 2025Q3: 101,978 shares; 2025Q4: 105,741 shares; 2026Q1: 106,121 shares 106,121 $25M 1.43% +380 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,731 shares; 2024Q4: 54,459 shares; 2025Q1: 54,658 shares; 2025Q2: 55,647 shares; 2025Q3: 61,831 shares; 2025Q4: 65,328 shares; 2026Q1: 74,731 shares 74,731 $24.1M 1.38% +9,403 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,917 shares; 2024Q4: 352,260 shares; 2025Q1: 352,311 shares; 2025Q2: 363,694 shares; 2025Q3: 385,472 shares; 2025Q4: 391,205 shares; 2026Q1: 394,595 shares 394,595 $23.4M 1.33% +3,390 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,750 shares; 2024Q4: 106,050 shares; 2025Q1: 170,959 shares; 2025Q2: 192,997 shares; 2025Q3: 240,498 shares; 2025Q4: 242,200 shares; 2026Q1: 264,660 shares 264,660 $22.5M 1.28% +22,460 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,962 shares; 2024Q4: 70,522 shares; 2025Q1: 72,814 shares; 2025Q2: 76,987 shares; 2025Q3: 78,599 shares; 2025Q4: 86,111 shares; 2026Q1: 84,040 shares 84,040 $22.2M 1.27% -2,071 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,895 shares; 2024Q4: 523,390 shares; 2025Q1: 722,558 shares; 2025Q2: 828,905 shares; 2025Q3: 796,042 shares; 2025Q4: 632,986 shares; 2026Q1: 583,627 shares 583,627 $21.9M 1.25% -49,359 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: 287,979 shares; 2024Q4: 210,156 shares; 2025Q1: 218,643 shares; 2025Q2: 223,674 shares; 2025Q3: 231,531 shares; 2025Q4: 238,606 shares; 2026Q1: 261,334 shares 261,334 $21.6M 1.23% +22,728 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: 39,537 shares; 2024Q4: 51,341 shares; 2025Q1: 48,178 shares; 2025Q2: 52,956 shares; 2025Q3: 59,661 shares; 2025Q4: 61,202 shares; 2026Q1: 60,801 shares 60,801 $21.3M 1.22% -401 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: 451,419 shares; 2024Q4: 564,035 shares; 2025Q1: 598,475 shares; 2025Q2: 644,591 shares; 2025Q3: 705,258 shares; 2025Q4: 695,951 shares; 2026Q1: 785,655 shares 785,655 $21.3M 1.22% +89,704 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: 155,619 shares; 2024Q4: 213,485 shares; 2025Q1: 232,411 shares; 2025Q2: 239,415 shares; 2025Q3: 266,198 shares; 2025Q4: 227,633 shares; 2026Q1: 258,238 shares 258,238 $21.2M 1.21% +30,605 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,860 shares; 2024Q4: 68,126 shares; 2025Q1: 72,692 shares; 2025Q2: 75,383 shares; 2025Q3: 80,029 shares; 2025Q4: 85,685 shares; 2026Q1: 90,431 shares 90,431 $20.3M 1.16% +4,746 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,864 shares; 2024Q4: 115,674 shares; 2025Q1: 124,968 shares; 2025Q2: 129,856 shares; 2025Q3: 127,202 shares; 2025Q4: 133,541 shares; 2026Q1: 140,520 shares 140,520 $20.3M 1.16% +6,979 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: 252,436 shares; 2024Q4: 297,725 shares; 2025Q1: 378,014 shares; 2025Q2: 362,902 shares; 2025Q3: 383,488 shares; 2025Q4: 392,418 shares; 2026Q1: 294,457 shares 294,457 $20.1M 1.15% -97,961 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: 23,528 shares; 2024Q4: 24,214 shares; 2025Q1: 28,992 shares; 2025Q2: 30,423 shares; 2025Q3: 29,695 shares; 2025Q4: 29,100 shares; 2026Q1: 30,294 shares 30,294 $20.1M 1.15% +1,194 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,990 shares; 2024Q4: 123,625 shares; 2025Q1: 145,238 shares; 2025Q2: 151,925 shares; 2025Q3: 159,190 shares; 2025Q4: 163,727 shares; 2026Q1: 149,046 shares 149,046 $19.8M 1.13% -14,681 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: 71,939 shares; 2024Q4: 81,766 shares; 2025Q1: 84,564 shares; 2025Q2: 87,709 shares; 2025Q3: 90,706 shares; 2025Q4: 89,830 shares; 2026Q1: 81,753 shares 81,753 $19.6M 1.12% -8,077 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: 147,394 shares; 2024Q4: 117,473 shares; 2025Q1: 96,407 shares; 2025Q2: 96,913 shares; 2025Q3: 107,052 shares; 2025Q4: 114,734 shares; 2026Q1: 122,206 shares 122,206 $19.5M 1.11% +7,472 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: 138,084 shares; 2025Q4: 142,972 shares; 2026Q1: 147,606 shares 147,606 $19.1M 1.09% +4,634 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,418 shares; 2024Q4: 15,851 shares; 2025Q1: 13,443 shares; 2025Q2: 224,737 shares; 2025Q3: 230,015 shares; 2025Q4: 206,386 shares; 2026Q1: 200,093 shares 200,093 $18.7M 1.07% -6,293 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: 18,814 shares; 2024Q4: 33,981 shares; 2025Q1: 38,678 shares; 2025Q2: 42,016 shares; 2025Q3: 44,340 shares; 2025Q4: 46,181 shares; 2026Q1: 53,874 shares 53,874 $18.5M 1.06% +7,693 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: 137,936 shares; 2024Q4: 136,998 shares; 2025Q1: 131,730 shares; 2025Q2: 133,946 shares; 2025Q3: 142,630 shares; 2025Q4: 147,162 shares; 2026Q1: 146,437 shares 146,437 $18.3M 1.05% -725 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: 108,019 shares; 2024Q4: 63,264 shares; 2025Q1: 78,135 shares; 2025Q2: 61,555 shares; 2025Q3: 50,154 shares; 2025Q4: 51,785 shares; 2026Q1: 47,650 shares 47,650 $18.1M 1.04% -4,135 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: 62,845 shares; 2024Q4: 75,059 shares; 2025Q1: 68,717 shares; 2025Q2: 76,253 shares; 2025Q3: 79,462 shares; 2025Q4: 81,323 shares; 2026Q1: 86,128 shares 86,128 $18.1M 1.03% +4,805 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,855 shares; 2024Q4: 23,300 shares; 2025Q1: 25,726 shares; 2025Q2: 27,255 shares; 2025Q3: 30,055 shares; 2025Q4: 29,607 shares; 2026Q1: 28,214 shares 28,214 $17.3M 0.99% -1,393 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: 63,223 shares; 2024Q4: 74,769 shares; 2025Q1: 79,478 shares; 2025Q2: 93,666 shares; 2025Q3: 98,065 shares; 2025Q4: 99,265 shares; 2026Q1: 110,244 shares 110,244 $17.2M 0.98% +10,979 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: 23,043 shares; 2024Q4: 30,140 shares; 2025Q1: 34,056 shares; 2025Q2: 30,693 shares; 2025Q3: 32,040 shares; 2025Q4: 37,008 shares; 2026Q1: 86,301 shares 86,301 $17M 0.97% +49,293 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,474 shares; 2024Q4: 53,029 shares; 2025Q1: 70,881 shares; 2025Q2: 79,280 shares; 2025Q3: 91,656 shares; 2025Q4: 79,914 shares; 2026Q1: 83,548 shares 83,548 $16.6M 0.95% +3,634 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,590 shares; 2024Q4: 140,795 shares; 2025Q1: 109,688 shares; 2025Q2: 127,366 shares; 2025Q3: 158,249 shares; 2025Q4: 167,199 shares; 2026Q1: 179,405 shares 179,405 $16.5M 0.94% +12,206 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,552 shares; 2024Q4: 219,120 shares; 2025Q1: 255,269 shares; 2025Q2: 218,906 shares; 2025Q3: 224,782 shares; 2025Q4: 233,239 shares; 2026Q1: 253,024 shares 253,024 $16.4M 0.94% +19,785 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: 28,592 shares; 2024Q4: 29,430 shares; 2025Q1: 26,991 shares; 2025Q2: 28,956 shares; 2025Q3: 31,649 shares; 2025Q4: 32,250 shares; 2026Q1: 34,225 shares 34,225 $16.3M 0.93% +1,975 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: 60,740 shares; 2024Q4: 65,601 shares; 2025Q1: 68,678 shares; 2025Q2: 73,916 shares; 2025Q3: 80,492 shares; 2025Q4: 78,762 shares; 2026Q1: 86,789 shares 86,789 $16.2M 0.93% +8,027 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: 9,885 shares; 2024Q4: 12,167 shares; 2025Q1: 2,324 shares; 2025Q2: 2,640 shares; 2025Q3: 9,533 shares; 2025Q4: 11,558 shares; 2026Q1: 23,121 shares 23,121 $16.1M 0.92% +11,563 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,734 shares; 2024Q4: 267,033 shares; 2025Q1: 262,467 shares; 2025Q2: 260,855 shares; 2025Q3: 271,733 shares; 2025Q4: 286,299 shares; 2026Q1: 300,613 shares 300,613 $15.9M 0.91% +14,314 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: 295,382 shares; 2024Q4: 303,732 shares; 2025Q1: 303,756 shares; 2025Q2: 305,192 shares; 2025Q3: 304,874 shares; 2025Q4: 302,771 shares; 2026Q1: 313,565 shares 313,565 $15.8M 0.9% +10,794 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,785 shares; 2024Q4: 148,117 shares; 2025Q1: 169,263 shares; 2025Q2: 174,616 shares; 2025Q3: 216,777 shares; 2025Q4: 183,534 shares; 2026Q1: 242,430 shares 242,430 $15.7M 0.9% +58,896 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: 2,061 shares; 2024Q4: 2,071 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 54,397 shares; 2025Q4: 55,759 shares; 2026Q1: 64,824 shares 64,824 $15.6M 0.89% +9,065 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,465 shares 60,465 $15.4M 0.88% new 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: 120,948 shares; 2024Q4: 159,361 shares; 2025Q1: 169,185 shares; 2025Q2: 149,106 shares; 2025Q3: 152,705 shares; 2025Q4: 156,739 shares; 2026Q1: 203,139 shares 203,139 $14.8M 0.85% +46,400 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,125 shares; 2024Q4: 27,871 shares; 2025Q1: 29,888 shares; 2025Q2: 31,826 shares; 2025Q3: 31,780 shares; 2025Q4: 30,903 shares; 2026Q1: 23,916 shares 23,916 $14.7M 0.84% -6,987 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: 3,417 shares; 2024Q4: 2,914 shares; 2025Q1: 3,005 shares; 2025Q2: 2,948 shares; 2025Q3: 3,047 shares; 2025Q4: 3,203 shares; 2026Q1: 81,107 shares 81,107 $14.7M 0.84% +77,904 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: 51,281 shares; 2024Q4: 45,984 shares; 2025Q1: 50,706 shares; 2025Q2: 59,099 shares; 2025Q3: 72,608 shares; 2025Q4: 69,288 shares; 2026Q1: 84,377 shares 84,377 $14.5M 0.83% +15,089 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,745 shares; 2024Q4: 55,109 shares; 2025Q1: 53,276 shares; 2025Q2: 58,535 shares; 2025Q3: 47,020 shares; 2025Q4: 46,089 shares; 2026Q1: 52,223 shares 52,223 $14.2M 0.81% +6,134 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: 2,435 shares; 2024Q4: 2,418 shares; 2025Q1: 104,952 shares; 2025Q2: 117,453 shares; 2025Q3: 130,232 shares; 2025Q4: 135,004 shares; 2026Q1: 116,456 shares 116,456 $14M 0.8% -18,548 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,785 shares; 2025Q1: 55,623 shares; 2025Q2: 61,539 shares; 2025Q3: 65,039 shares; 2025Q4: 68,421 shares; 2026Q1: 70,401 shares 70,401 $13.9M 0.8% +1,980 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: 21,526 shares; 2024Q4: 24,588 shares; 2025Q1: 22,924 shares; 2025Q2: 25,364 shares; 2025Q3: 33,857 shares; 2025Q4: 32,929 shares; 2026Q1: 30,754 shares 30,754 $13.7M 0.78% -2,175 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738,298 shares; 2024Q4: 491,922 shares; 2025Q1: 624,508 shares; 2025Q2: 654,566 shares; 2025Q3: 756,207 shares; 2025Q4: 786,264 shares; 2026Q1: 1,479,987 shares 1,479,987 $13.6M 0.78% +693,723 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,892 shares; 2024Q4: 187,869 shares; 2025Q1: 196,388 shares; 2025Q2: 200,713 shares; 2025Q3: 208,676 shares; 2025Q4: 197,979 shares; 2026Q1: 340,762 shares 340,762 $12.8M 0.73% +142,783 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,085 shares; 2024Q4: 273,157 shares; 2025Q1: 267,509 shares; 2025Q2: 264,959 shares; 2025Q3: 273,463 shares; 2025Q4: 295,413 shares; 2026Q1: 181,140 shares 181,140 $12.7M 0.72% -114,273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,970 shares; 2026Q1: 54,874 shares 54,874 $12.3M 0.7% +16,904 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,441 shares; 2024Q4: 163,515 shares; 2025Q1: 135,091 shares; 2025Q2: 137,966 shares; 2025Q3: 144,390 shares; 2025Q4: 152,540 shares; 2026Q1: 161,357 shares 161,357 $12.3M 0.7% +8,817 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473,923 shares 473,923 $12.1M 0.69% new Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,738 shares; 2024Q4: 314,515 shares; 2025Q1: 336,917 shares; 2025Q2: 363,030 shares; 2025Q3: 381,969 shares; 2025Q4: 417,192 shares; 2026Q1: 424,272 shares 424,272 $12.1M 0.69% +7,080 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,795 shares; 2024Q4: 155,406 shares; 2025Q1: 188,355 shares; 2025Q2: 140,296 shares; 2025Q3: 137,300 shares; 2025Q4: 123,190 shares; 2026Q1: 104,450 shares 104,450 $12.1M 0.69% -18,740 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: 177,351 shares; 2024Q4: 186,393 shares; 2025Q1: 198,365 shares; 2025Q2: 203,600 shares; 2025Q3: 219,189 shares; 2025Q4: 239,741 shares; 2026Q1: 259,441 shares 259,441 $11.8M 0.67% +19,700 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,782 shares; 2024Q4: 314,609 shares; 2025Q1: 440,882 shares; 2025Q2: 466,276 shares; 2025Q3: 373,861 shares; 2025Q4: 357,486 shares; 2026Q1: 209,575 shares 209,575 $11.6M 0.67% -147,911 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,077 shares 106,077 $11.3M 0.64% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,138 shares; 2024Q4: 44,721 shares; 2025Q1: 46,875 shares; 2025Q2: 50,521 shares; 2025Q3: 59,322 shares; 2025Q4: 64,191 shares; 2026Q1: 73,775 shares 73,775 $10.7M 0.61% +9,584 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: 75,641 shares; 2024Q4: 81,727 shares; 2025Q1: 93,524 shares; 2025Q2: 98,683 shares; 2025Q3: 109,114 shares; 2025Q4: 111,655 shares; 2026Q1: 115,215 shares 115,215 $10.5M 0.6% +3,560 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: not reported; 2024Q4: 187,984 shares; 2025Q1: 184,097 shares; 2025Q2: 170,862 shares; 2025Q3: 176,130 shares; 2025Q4: 176,590 shares; 2026Q1: 183,238 shares 183,238 $10.3M 0.59% +6,648 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: not reported; 2025Q3: not reported; 2025Q4: 180,657 shares; 2026Q1: 207,122 shares 207,122 $10.1M 0.58% +26,465 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,808 shares; 2025Q1: 56,199 shares; 2025Q2: 59,134 shares; 2025Q3: 62,900 shares; 2025Q4: 66,867 shares; 2026Q1: 74,778 shares 74,778 $9.99M 0.57% +7,911 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,263 shares; 2024Q4: 38,810 shares; 2025Q1: 41,858 shares; 2025Q2: 42,931 shares; 2025Q3: 44,818 shares; 2025Q4: 47,191 shares; 2026Q1: 50,719 shares 50,719 $9.93M 0.57% +3,528 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,175 shares; 2024Q4: 288,359 shares; 2025Q1: 304,011 shares; 2025Q2: 315,402 shares; 2025Q3: 321,027 shares; 2025Q4: 340,350 shares; 2026Q1: 354,611 shares 354,611 $9.84M 0.56% +14,261 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: 25,653 shares; 2024Q4: 28,512 shares; 2025Q1: 29,940 shares; 2025Q2: 31,323 shares; 2025Q3: 35,246 shares; 2025Q4: 43,735 shares; 2026Q1: 22,495 shares 22,495 $9.57M 0.55% -21,240 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,393 shares; 2026Q1: 108,405 shares 108,405 $9.55M 0.55% +12,012 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: 73,913 shares; 2024Q4: 77,493 shares; 2025Q1: 80,483 shares; 2025Q2: 83,551 shares; 2025Q3: 87,526 shares; 2025Q4: 91,616 shares; 2026Q1: 98,650 shares 98,650 $9.47M 0.54% +7,034 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,288 shares; 2024Q4: 203,755 shares; 2025Q1: 201,233 shares; 2025Q2: 203,297 shares; 2025Q3: 212,398 shares; 2025Q4: 223,264 shares; 2026Q1: 238,430 shares 238,430 $9.44M 0.54% +15,166 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,921 shares; 2024Q4: 110,098 shares; 2025Q1: 116,787 shares; 2025Q2: 121,337 shares; 2025Q3: 127,167 shares; 2025Q4: 133,882 shares; 2026Q1: 143,819 shares 143,819 $9.18M 0.52% +9,937 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,437 shares; 2024Q4: 136,872 shares; 2025Q1: 160,801 shares; 2025Q2: 160,258 shares; 2025Q3: 159,898 shares; 2025Q4: 156,687 shares; 2026Q1: 159,793 shares 159,793 $9.07M 0.52% +3,106 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: 762 shares; 2024Q4: 742 shares; 2025Q1: 651 shares; 2025Q2: 665 shares; 2025Q3: 1,192 shares; 2025Q4: 2,319 shares; 2026Q1: 9,772 shares 9,772 $9.01M 0.52% +7,453 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,256 shares; 2024Q4: 428,014 shares; 2025Q1: 450,031 shares; 2025Q2: 462,857 shares; 2025Q3: 479,152 shares; 2025Q4: 510,940 shares; 2026Q1: 542,972 shares 542,972 $9.01M 0.51% +32,032 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,251 shares 22,251 $8.94M 0.51% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,953 shares; 2024Q4: 301,632 shares; 2025Q1: 318,488 shares; 2025Q2: 389,384 shares; 2025Q3: 416,118 shares; 2025Q4: 403,580 shares; 2026Q1: 529,418 shares 529,418 $8.93M 0.51% +125,838 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,966 shares; 2025Q2: 39,274 shares; 2025Q3: 40,523 shares; 2025Q4: 50,049 shares; 2026Q1: 56,300 shares 56,300 $8.77M 0.5% +6,251 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: 83,612 shares; 2024Q4: 103,128 shares; 2025Q1: 104,918 shares; 2025Q2: 108,187 shares; 2025Q3: 118,634 shares; 2025Q4: 117,232 shares; 2026Q1: 145,639 shares 145,639 $8.42M 0.48% +28,407 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,357 shares; 2024Q4: 122,353 shares; 2025Q1: 138,704 shares; 2025Q2: 146,508 shares; 2025Q3: 209,431 shares; 2025Q4: 236,883 shares; 2026Q1: 230,796 shares 230,796 $8.06M 0.46% -6,087 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,961 shares; 2024Q4: 51,651 shares; 2025Q1: 51,229 shares; 2025Q2: 52,757 shares; 2025Q3: 62,588 shares; 2025Q4: 53,472 shares; 2026Q1: 33,597 shares 33,597 $7.92M 0.45% -19,875 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: 13,997 shares; 2024Q4: 18,120 shares; 2025Q1: 86,321 shares; 2025Q2: 83,660 shares; 2025Q3: 109,699 shares; 2025Q4: 109,497 shares; 2026Q1: 103,126 shares 103,126 $7.83M 0.45% -6,371 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 41,334 shares 41,334 $7.63M 0.44% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,427 shares; 2024Q4: 52,818 shares; 2025Q1: 55,701 shares; 2025Q2: 57,708 shares; 2025Q3: 59,727 shares; 2025Q4: 61,486 shares; 2026Q1: 69,128 shares 69,128 $7.6M 0.43% +7,642 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,816 shares; 2024Q4: 76,283 shares; 2025Q1: 92,691 shares; 2025Q2: 146,726 shares; 2025Q3: 157,657 shares; 2025Q4: 158,889 shares; 2026Q1: 145,308 shares 145,308 $6.97M 0.4% -13,581 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,726 shares 19,726 $6.88M 0.39% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,235 shares 31,235 $6.84M 0.39% new Timeline SPTL 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: 281,922 shares; 2024Q4: 295,605 shares; 2025Q1: 297,969 shares; 2025Q2: 214,338 shares; 2025Q3: 213,342 shares; 2025Q4: 196,199 shares; 2026Q1: 238,434 shares 238,434 $6.31M 0.36% +42,235 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,692 shares; 2024Q4: 154,334 shares; 2025Q1: 155,847 shares; 2025Q2: 153,868 shares; 2025Q3: 151,673 shares; 2025Q4: 153,075 shares; 2026Q1: 182,065 shares 182,065 $6.13M 0.35% +28,990 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 35,001 shares 35,001 $5.41M 0.31% new 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: 8,248 shares; 2024Q4: 8,329 shares; 2025Q1: 8,126 shares; 2025Q2: 8,301 shares; 2025Q3: 8,572 shares; 2025Q4: 14,057 shares; 2026Q1: 14,342 shares 14,342 $4.46M 0.26% +285 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: 65,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,188 shares; 2025Q3: 61,359 shares; 2025Q4: 60,342 shares; 2026Q1: 60,456 shares 60,456 $4.18M 0.24% +114 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: not reported; 2024Q4: 140,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,467 shares; 2025Q4: 135,147 shares; 2026Q1: 132,832 shares 132,832 $4.17M 0.24% -2,315 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,019 shares; 2025Q2: 66,378 shares; 2025Q3: 63,257 shares; 2025Q4: 58,639 shares; 2026Q1: 55,195 shares 55,195 $4.09M 0.23% -3,444 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: 60,815 shares; 2024Q4: 63,282 shares; 2025Q1: 63,532 shares; 2025Q2: 63,600 shares; 2025Q3: 64,966 shares; 2025Q4: 64,318 shares; 2026Q1: 67,371 shares 67,371 $4.02M 0.23% +3,053 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,476 shares; 2024Q4: 14,806 shares; 2025Q1: 14,021 shares; 2025Q2: 13,880 shares; 2025Q3: 13,882 shares; 2025Q4: 13,390 shares; 2026Q1: 13,282 shares 13,282 $4.01M 0.23% -108 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,689 shares; 2024Q4: 10,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,572 shares 121,572 $3.87M 0.22% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,437 shares; 2024Q4: 243,997 shares; 2025Q1: 115,229 shares; 2025Q2: 106,054 shares; 2025Q3: 224,684 shares; 2025Q4: 233,232 shares; 2026Q1: 101,925 shares 101,925 $3.21M 0.18% -131,307 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,932 shares; 2025Q4: 13,206 shares; 2026Q1: 14,733 shares 14,733 $3.12M 0.18% +1,527 Timeline JBND 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: 49,975 shares; 2025Q3: 49,151 shares; 2025Q4: 49,151 shares; 2026Q1: 57,458 shares 57,458 $3.1M 0.18% +8,307 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,950 shares; 2024Q4: 61,973 shares; 2025Q1: 61,845 shares; 2025Q2: 62,087 shares; 2025Q3: 64,966 shares; 2025Q4: 59,894 shares; 2026Q1: 59,767 shares 59,767 $2.96M 0.17% -127 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: 8,071 shares; 2024Q4: 8,051 shares; 2025Q1: 8,165 shares; 2025Q2: 7,910 shares; 2025Q3: 7,897 shares; 2025Q4: 7,588 shares; 2026Q1: 8,954 shares 8,954 $2.96M 0.17% +1,366 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,239 shares; 2025Q1: 8,041 shares; 2025Q2: 8,060 shares; 2025Q3: 8,507 shares; 2025Q4: 8,104 shares; 2026Q1: 8,110 shares 8,110 $2.78M 0.16% +6 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: 13,332 shares; 2024Q4: 10,885 shares; 2025Q1: 10,657 shares; 2025Q2: 10,799 shares; 2025Q3: 13,001 shares; 2025Q4: 12,875 shares; 2026Q1: 13,400 shares 13,400 $2M 0.11% +525 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: 881 shares; 2024Q4: 1,328 shares; 2025Q1: 1,217 shares; 2025Q2: 1,500 shares; 2025Q3: 2,353 shares; 2025Q4: 13,310 shares; 2026Q1: 3,097 shares 3,097 $1.98M 0.11% -10,213 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,519 shares; 2026Q1: 3,519 shares 3,519 $1.92M 0.11% 0 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: 5,540 shares; 2024Q4: 5,563 shares; 2025Q1: 6,597 shares; 2025Q2: 6,375 shares; 2025Q3: 6,242 shares; 2025Q4: 3,564 shares; 2026Q1: 4,658 shares 4,658 $1.7M 0.1% +1,094 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: 15,179 shares; 2024Q4: 14,111 shares; 2025Q1: 13,724 shares; 2025Q2: 13,387 shares; 2025Q3: 13,318 shares; 2025Q4: 12,841 shares; 2026Q1: 12,685 shares 12,685 $1.68M 0.1% -156 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: 3,416 shares; 2024Q4: 3,097 shares; 2025Q1: 3,482 shares; 2025Q2: 45,941 shares; 2025Q3: 35,984 shares; 2025Q4: 34,619 shares; 2026Q1: 10,013 shares 10,013 $1.63M 0.09% -24,606 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: 20,273 shares; 2024Q4: 19,018 shares; 2025Q1: 18,296 shares; 2025Q2: 17,428 shares; 2025Q3: 16,950 shares; 2025Q4: 16,196 shares; 2026Q1: 16,069 shares 16,069 $1.5M 0.09% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,213 shares 32,213 $1.3M 0.07% new Timeline SCHO 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: 29,574 shares; 2024Q4: 53,936 shares; 2025Q1: 52,336 shares; 2025Q2: 48,663 shares; 2025Q3: 47,823 shares; 2025Q4: 52,131 shares; 2026Q1: 49,647 shares 49,647 $1.2M 0.07% -2,484 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: not reported; 2024Q4: 1,581 shares; 2025Q1: 2,668 shares; 2025Q2: 2,691 shares; 2025Q3: 2,761 shares; 2025Q4: 3,075 shares; 2026Q1: 3,035 shares 3,035 $1.15M 0.07% -40 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: 640 shares; 2024Q4: 552 shares; 2025Q1: 530 shares; 2025Q2: 493 shares; 2025Q3: 1,060 shares; 2025Q4: 1,117 shares; 2026Q1: 1,648 shares 1,648 $1.15M 0.07% +531 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,106 shares; 2024Q4: 21,120 shares; 2025Q1: 21,135 shares; 2025Q2: 21,150 shares; 2025Q3: 21,278 shares; 2025Q4: 20,503 shares; 2026Q1: 20,403 shares 20,403 $1.12M 0.06% -100 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,914 shares; 2024Q4: 124,052 shares; 2025Q1: 87,329 shares; 2025Q2: 91,328 shares; 2025Q3: 93,972 shares; 2025Q4: 6,844 shares; 2026Q1: 5,481 shares 5,481 $1.11M 0.06% -1,363 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: 359 shares; 2024Q4: 430 shares; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 756 shares; 2025Q4: 765 shares; 2026Q1: 720 shares 720 $1.09M 0.06% -45 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,630 shares; 2024Q4: 26,598 shares; 2025Q1: 26,598 shares; 2025Q2: 24,959 shares; 2025Q3: 24,959 shares; 2025Q4: 24,959 shares; 2026Q1: 24,959 shares 24,959 $1.09M 0.06% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 8,848 shares; 2025Q1: 8,415 shares; 2025Q2: 8,417 shares; 2025Q3: 9,941 shares; 2025Q4: 8,485 shares; 2026Q1: 8,169 shares 8,169 $1.06M 0.06% -316 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,729 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,783 shares; 2025Q4: 356,179 shares; 2026Q1: 33,969 shares 33,969 $1.04M 0.06% -322,210 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,491 shares; 2025Q2: 4,482 shares; 2025Q3: 4,657 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares 4,652 $1.04M 0.06% 0 Timeline JEPQ 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: 10,675 shares; 2025Q2: 10,775 shares; 2025Q3: 14,983 shares; 2025Q4: 13,898 shares; 2026Q1: 17,837 shares 17,837 $1.04M 0.06% +3,939 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: 212,520 shares; 2024Q4: 3,371 shares; 2025Q1: 2,997 shares; 2025Q2: 3,292 shares; 2025Q3: 3,080 shares; 2025Q4: 5,433 shares; 2026Q1: 6,722 shares 6,722 $912K 0.05% +1,289 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: not reported; 2024Q4: 2,301 shares; 2025Q1: 2,262 shares; 2025Q2: 2,298 shares; 2025Q3: 2,095 shares; 2025Q4: 2,684 shares; 2026Q1: 2,723 shares 2,723 $866K 0.05% +39 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 4,091 shares 4,091 $863K 0.05% 0 Timeline MDYG 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: 9,669 shares; 2024Q4: 9,271 shares; 2025Q1: 9,272 shares; 2025Q2: 9,274 shares; 2025Q3: 9,009 shares; 2025Q4: 8,639 shares; 2026Q1: 8,358 shares 8,358 $858K 0.05% -281 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: 15,732 shares; 2024Q4: 16,464 shares; 2025Q1: 13,980 shares; 2025Q2: 8,405 shares; 2025Q3: 7,646 shares; 2025Q4: 4,290 shares; 2026Q1: 12,382 shares 12,382 $853K 0.05% +8,092 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: 1,143 shares; 2024Q4: 1,118 shares; 2025Q1: 1,229 shares; 2025Q2: 1,122 shares; 2025Q3: 1,356 shares; 2025Q4: 1,461 shares; 2026Q1: 1,907 shares 1,907 $849K 0.05% +446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 483 shares; 2025Q4: 1,384 shares; 2026Q1: 1,697 shares 1,697 $848K 0.05% +313 Timeline JEPI 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: 17,552 shares; 2024Q4: 17,517 shares; 2025Q1: 10,986 shares; 2025Q2: 11,267 shares; 2025Q3: 15,286 shares; 2025Q4: 13,668 shares; 2026Q1: 14,134 shares 14,134 $817K 0.05% +466 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: 8,041 shares; 2024Q4: 26,306 shares; 2025Q1: 28,243 shares; 2025Q2: 28,669 shares; 2025Q3: 29,245 shares; 2025Q4: 30,944 shares; 2026Q1: 30,465 shares 30,465 $817K 0.05% -479 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2025Q3: not reported; 2025Q4: 3,558 shares; 2026Q1: 3,558 shares 3,558 $779K 0.04% 0 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: 30,023 shares; 2024Q4: 31,403 shares; 2025Q1: 29,490 shares; 2025Q2: 30,383 shares; 2025Q3: 32,037 shares; 2025Q4: 32,630 shares; 2026Q1: 2,498 shares 2,498 $778K 0.04% -30,132 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $717K 0.04% 0 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: 3,816 shares; 2024Q4: 3,852 shares; 2025Q1: 3,934 shares; 2025Q2: 3,778 shares; 2025Q3: 3,504 shares; 2025Q4: 3,547 shares; 2026Q1: 3,521 shares 3,521 $714K 0.04% -26 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: 16,976 shares; 2024Q4: 17,025 shares; 2025Q1: 17,067 shares; 2025Q2: 17,118 shares; 2025Q3: 17,166 shares; 2025Q4: 17,205 shares; 2026Q1: 17,249 shares 17,249 $712K 0.04% +44 Timeline SLYG 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: 7,333 shares; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,067 shares; 2025Q3: 7,045 shares; 2025Q4: 6,666 shares; 2026Q1: 6,666 shares 6,666 $695K 0.04% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: 2,002 shares; 2025Q2: 2,016 shares; 2025Q3: 2,011 shares; 2025Q4: 2,009 shares; 2026Q1: 2,009 shares 2,009 $670K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,409 shares; 2025Q2: 1,432 shares; 2025Q3: 4,200 shares; 2025Q4: 4,207 shares; 2026Q1: 3,024 shares 3,024 $669K 0.04% -1,183 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,794 shares; 2026Q1: 2,794 shares 2,794 $669K 0.04% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,392 shares; 2024Q4: 57,849 shares; 2025Q1: 59,257 shares; 2025Q2: 60,618 shares; 2025Q3: 61,830 shares; 2025Q4: 63,280 shares; 2026Q1: 64,669 shares 64,669 $654K 0.04% +1,389 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,191 shares 3,191 $650K 0.04% new 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: 811 shares; 2024Q4: 846 shares; 2025Q1: 858 shares; 2025Q2: 870 shares; 2025Q3: 1,101 shares; 2025Q4: 798 shares; 2026Q1: 813 shares 813 $646K 0.04% +15 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: 12,118 shares; 2024Q4: 12,588 shares; 2025Q1: 11,141 shares; 2025Q2: 11,488 shares; 2025Q3: 11,664 shares; 2025Q4: 11,547 shares; 2026Q1: 12,081 shares 12,081 $644K 0.04% +534 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: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 1,962 shares; 2025Q2: 1,980 shares; 2025Q3: 2,339 shares; 2025Q4: 2,861 shares; 2026Q1: 2,861 shares 2,861 $641K 0.04% 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: 4,380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,599 shares; 2025Q4: 5,430 shares; 2026Q1: 6,924 shares 6,924 $633K 0.04% +1,494 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: 1,622 shares; 2025Q4: 1,623 shares; 2026Q1: 1,982 shares 1,982 $615K 0.04% +359 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: 2,518 shares; 2024Q4: 2,344 shares; 2025Q1: 2,316 shares; 2025Q2: 2,402 shares; 2025Q3: 2,421 shares; 2025Q4: 2,420 shares; 2026Q1: 2,419 shares 2,419 $601K 0.03% -1 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: 8,612 shares; 2025Q3: 8,879 shares; 2025Q4: 8,885 shares; 2026Q1: 9,305 shares 9,305 $594K 0.03% +420 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,176 shares; 2025Q1: 7,306 shares; 2025Q2: 7,355 shares; 2025Q3: 7,749 shares; 2025Q4: 7,886 shares; 2026Q1: 7,932 shares 7,932 $567K 0.03% +46 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 4,684 shares; 2025Q1: 4,718 shares; 2025Q2: 4,718 shares; 2025Q3: 4,718 shares; 2025Q4: 4,684 shares; 2026Q1: 4,694 shares 4,694 $563K 0.03% +10 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,295 shares; 2024Q4: 9,656 shares; 2025Q1: 10,287 shares; 2025Q2: 10,287 shares; 2025Q3: 10,044 shares; 2025Q4: 9,294 shares; 2026Q1: 9,453 shares 9,453 $556K 0.03% +159 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: not reported; 2025Q3: 3,948 shares; 2025Q4: 8,927 shares; 2026Q1: 9,615 shares 9,615 $553K 0.03% +688 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,077 shares; 2024Q4: 27,870 shares; 2025Q1: 28,092 shares; 2025Q2: 28,243 shares; 2025Q3: 27,717 shares; 2025Q4: 27,163 shares; 2026Q1: 27,440 shares 27,440 $549K 0.03% +277 Timeline INTF 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: 13,438 shares; 2025Q4: 13,222 shares; 2026Q1: 13,097 shares 13,097 $544K 0.03% -125 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: 1,276 shares; 2024Q4: 1,319 shares; 2025Q1: 1,319 shares; 2025Q2: 1,273 shares; 2025Q3: 1,290 shares; 2025Q4: 1,219 shares; 2026Q1: 2,312 shares 2,312 $539K 0.03% +1,093 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,375 shares; 2025Q1: 12,375 shares; 2025Q2: 12,375 shares; 2025Q3: 12,375 shares; 2025Q4: 12,432 shares; 2026Q1: 12,432 shares 12,432 $534K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 797 shares; 2025Q1: 1,529 shares; 2025Q2: 1,575 shares; 2025Q3: 1,591 shares; 2025Q4: 1,600 shares; 2026Q1: 1,737 shares 1,737 $527K 0.03% +137 Timeline IBN ICICI BK LTD More: the full row for ICICI BK 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: 6,152 shares; 2025Q3: 7,223 shares; 2025Q4: 13,875 shares; 2026Q1: 18,380 shares 18,380 $520K 0.03% +4,505 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,887 shares 4,887 $501K 0.03% new 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: 3,802 shares; 2024Q4: 3,580 shares; 2025Q1: 3,390 shares; 2025Q2: 1,902 shares; 2025Q3: 1,071 shares; 2025Q4: 1,008 shares; 2026Q1: 1,014 shares 1,014 $483K 0.03% +6 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,227 shares; 2024Q4: 48,704 shares; 2025Q1: 46,642 shares; 2025Q2: 39,642 shares; 2025Q3: 40,692 shares; 2025Q4: 39,938 shares; 2026Q1: 2,272 shares 2,272 $477K 0.03% -37,666 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 10,670 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $460K 0.03% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,877 shares; 2025Q4: 2,551 shares; 2026Q1: 2,221 shares 2,221 $455K 0.03% -330 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 2,961 shares; 2025Q3: 5,889 shares; 2025Q4: 12,328 shares; 2026Q1: 16,932 shares 16,932 $454K 0.03% +4,604 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: 533 shares; 2024Q4: 471 shares; 2025Q1: 410 shares; 2025Q2: 483 shares; 2025Q3: 490 shares; 2025Q4: 461 shares; 2026Q1: 462 shares 462 $450K 0.03% +1 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: 1,043 shares; 2024Q4: 1,001 shares; 2025Q1: 1,000 shares; 2025Q2: 1,008 shares; 2025Q3: 1,719 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $450K 0.03% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,525 shares; 2025Q2: 4,526 shares; 2025Q3: 4,664 shares; 2025Q4: 8,579 shares; 2026Q1: 9,635 shares 9,635 $439K 0.03% +1,056 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 5,576 shares; 2025Q1: 6,160 shares; 2025Q2: 6,205 shares; 2025Q3: 8,043 shares; 2025Q4: 8,281 shares; 2026Q1: 8,448 shares 8,448 $435K 0.02% +167 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,007 shares; 2024Q4: 18,033 shares; 2025Q1: 23,296 shares; 2025Q2: 23,534 shares; 2025Q3: 23,445 shares; 2025Q4: 22,561 shares; 2026Q1: 22,682 shares 22,682 $425K 0.02% +121 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,340 shares; 2025Q1: 2,343 shares; 2025Q2: 2,344 shares; 2025Q3: 4,663 shares; 2025Q4: 3,507 shares; 2026Q1: 2,768 shares 2,768 $424K 0.02% -739 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 29,278 shares; 2026Q1: 32,278 shares 32,278 $420K 0.02% +3,000 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: 3,892 shares; 2024Q4: 3,572 shares; 2025Q1: 3,557 shares; 2025Q2: 3,681 shares; 2025Q3: 3,775 shares; 2025Q4: 3,707 shares; 2026Q1: 4,152 shares 4,152 $420K 0.02% +445 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 3,938 shares; 2025Q3: 4,067 shares; 2025Q4: 3,996 shares; 2026Q1: 3,949 shares 3,949 $409K 0.02% -47 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 5,177 shares; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: not reported; 2025Q4: 7,986 shares; 2026Q1: 8,283 shares 8,283 $408K 0.02% +297 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,948 shares; 2025Q4: 4,397 shares; 2026Q1: 4,050 shares 4,050 $400K 0.02% -347 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: 76,384 shares; 2024Q4: 54,259 shares; 2025Q1: 48,592 shares; 2025Q2: 47,347 shares; 2025Q3: 55,041 shares; 2025Q4: 70,113 shares; 2026Q1: 71,135 shares 71,135 $398K 0.02% +1,022 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,688 shares 2,688 $398K 0.02% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $397K 0.02% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,683 shares; 2026Q1: 1,872 shares 1,872 $396K 0.02% +189 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 344 shares; 2025Q1: 345 shares; 2025Q2: 350 shares; 2025Q3: 340 shares; 2025Q4: 343 shares; 2026Q1: 367 shares 367 $387K 0.02% +24 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: 41,697 shares; 2024Q4: 20,147 shares; 2025Q1: 24,074 shares; 2025Q2: 23,578 shares; 2025Q3: 28,451 shares; 2025Q4: 38,635 shares; 2026Q1: 39,961 shares 39,961 $383K 0.02% +1,326 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: 517 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares; 2026Q1: 383 shares 383 $378K 0.02% +40 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,286 shares; 2025Q4: 2,742 shares; 2026Q1: 3,205 shares 3,205 $376K 0.02% +463 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: not reported; 2025Q2: not reported; 2025Q3: 1,947 shares; 2025Q4: 2,328 shares; 2026Q1: 2,826 shares 2,826 $371K 0.02% +498 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,545 shares; 2025Q1: 2,546 shares; 2025Q2: 2,595 shares; 2025Q3: 3,624 shares; 2025Q4: 3,991 shares; 2026Q1: 2,859 shares 2,859 $361K 0.02% -1,132 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,327 shares 2,327 $357K 0.02% +47 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,929 shares; 2025Q1: 2,368 shares; 2025Q2: 2,346 shares; 2025Q3: 2,080 shares; 2025Q4: 2,828 shares; 2026Q1: 4,269 shares 4,269 $344K 0.02% +1,441 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,595 shares; 2024Q4: 196,112 shares; 2025Q1: 183,256 shares; 2025Q2: 183,985 shares; 2025Q3: 198,778 shares; 2025Q4: 213,184 shares; 2026Q1: 5,349 shares 5,349 $341K 0.02% -207,835 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: 1,962 shares; 2024Q4: 2,063 shares; 2025Q1: 2,090 shares; 2025Q2: 2,125 shares; 2025Q3: 2,179 shares; 2025Q4: 2,082 shares; 2026Q1: 2,127 shares 2,127 $341K 0.02% +45 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 184 shares 184 $339K 0.02% +64 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: 1,941 shares 1,941 $335K 0.02% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,631 shares; 2025Q4: 13,826 shares; 2026Q1: 13,826 shares 13,826 $335K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,404 shares; 2025Q4: 5,670 shares; 2026Q1: 8,443 shares 8,443 $332K 0.02% +2,773 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: 1,093 shares; 2025Q4: 1,094 shares; 2026Q1: 1,165 shares 1,165 $324K 0.02% +71 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: 1,618 shares; 2024Q4: 1,439 shares; 2025Q1: 1,350 shares; 2025Q2: 1,309 shares; 2025Q3: 1,571 shares; 2025Q4: 2,166 shares; 2026Q1: 1,926 shares 1,926 $323K 0.02% -240 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: 6,478 shares; 2025Q1: not reported; 2025Q2: 6,480 shares; 2025Q3: 8,961 shares; 2025Q4: 8,667 shares; 2026Q1: 8,472 shares 8,472 $316K 0.02% -195 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: 491 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 529 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 595 shares 595 $314K 0.02% +90 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares 3,300 $309K 0.02% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,038 shares; 2025Q1: 1,135 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares 2,592 $302K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 860 shares; 2025Q1: 808 shares; 2025Q2: 809 shares; 2025Q3: 1,037 shares; 2025Q4: 777 shares; 2026Q1: 935 shares 935 $294K 0.02% +158 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 344 shares; 2025Q4: 394 shares; 2026Q1: 379 shares 379 $292K 0.02% -15 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: 2,982 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares; 2026Q1: 2,972 shares 2,972 $287K 0.02% +9 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 4,436 shares; 2025Q1: 4,432 shares; 2025Q2: 10,186 shares; 2025Q3: 3,789 shares; 2025Q4: 3,800 shares; 2026Q1: 3,958 shares 3,958 $283K 0.02% +158 Timeline SGOV 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: 2,794 shares 2,794 $281K 0.02% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 1,300 shares; 2026Q1: 1,283 shares 1,283 $279K 0.02% -17 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 447 shares; 2025Q1: 397 shares; 2025Q2: 400 shares; 2025Q3: 398 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $273K 0.02% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,467 shares; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares 1,459 $272K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares; 2026Q1: 1,478 shares 1,478 $271K 0.02% +248 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 644 shares; 2025Q4: 647 shares; 2026Q1: 764 shares 764 $260K 0.01% +117 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: 831 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 733 shares; 2026Q1: 789 shares 789 $258K 0.01% +56 Timeline SCZ 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: 3,853 shares; 2024Q4: 3,564 shares; 2025Q1: 3,566 shares; 2025Q2: 3,904 shares; 2025Q3: 3,580 shares; 2025Q4: 3,539 shares; 2026Q1: 3,044 shares 3,044 $256K 0.01% -495 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,714 shares 2,714 $250K 0.01% new 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: 2,663 shares; 2024Q4: 2,540 shares; 2025Q1: 2,478 shares; 2025Q2: 2,534 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares 2,632 $247K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,324 shares; 2025Q3: 3,329 shares; 2025Q4: 3,223 shares; 2026Q1: 3,265 shares 3,265 $242K 0.01% +42 Timeline NEAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,828 shares; 2026Q1: 4,637 shares 4,637 $236K 0.01% -6,191 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,641 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,818 shares 2,818 $233K 0.01% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,176 shares; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 2,087 shares; 2025Q4: 2,306 shares; 2026Q1: 1,856 shares 1,856 $231K 0.01% -450 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,059 shares; 2025Q3: 2,034 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares 2,297 $227K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,663 shares 1,663 $225K 0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 833 shares 833 $224K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 860 shares 860 $223K 0.01% new Timeline ACWX 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: 3,015 shares 3,015 $222K 0.01% new Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,450 shares 7,450 $220K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,428 shares; 2025Q4: 2,254 shares; 2026Q1: 2,255 shares 2,255 $219K 0.01% +1 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 895 shares; 2025Q4: 900 shares; 2026Q1: 971 shares 971 $213K 0.01% +71 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,951 shares; 2024Q4: 27,951 shares; 2025Q1: 35,193 shares; 2025Q2: 29,045 shares; 2025Q3: 27,067 shares; 2025Q4: 31,067 shares; 2026Q1: 31,067 shares 31,067 $209K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,363 shares; 2025Q1: 4,330 shares; 2025Q2: 3,324 shares; 2025Q3: 2,860 shares; 2025Q4: 1,877 shares; 2026Q1: 1,971 shares 1,971 $203K 0.01% +94 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,073 shares 4,073 $203K 0.01% new Timeline FNDX 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: 16,344 shares; 2024Q4: 47,808 shares; 2025Q1: 40,064 shares; 2025Q2: 20,659 shares; 2025Q3: 8,636 shares; 2025Q4: not reported; 2026Q1: 6,932 shares 6,932 $201K 0.01% new Timeline SGHT SIGHT SCIENCES INC More: the full row for SIGHT SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,895 shares; 2025Q2: 35,895 shares; 2025Q3: 35,895 shares; 2025Q4: 35,895 shares; 2026Q1: 35,895 shares 35,895 $137K 0.01% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,663 shares; 2024Q4: 37,663 shares; 2025Q1: 37,663 shares; 2025Q2: 37,663 shares; 2025Q3: 40,478 shares; 2025Q4: 39,925 shares; 2026Q1: 39,925 shares 39,925 $125K 0.01% 0 Timeline AAME ATLANTIC AMERN CORP More: the full row for ATLANTIC AMERN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares; 2025Q4: 44,000 shares; 2026Q1: 44,000 shares 44,000 $111K 0.01% 0 Timeline LIDR AEYE INC More: the full row for AEYE 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: 10,588 shares; 2026Q1: 13,588 shares 13,588 $22.4K <0.01% +3,000 Timeline