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: restricted; 2024Q4: 457,672 shares; 2025Q1: 408,743 shares; 2025Q2: 415,027 shares; 2025Q3: 427,130 shares; 2025Q4: 437,911 shares; 2026Q1: 425,380 shares 425,380 $282M 16.99% -12,531 Timeline FELC 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: restricted; 2024Q4: not reported; 2025Q1: 2,649,516 shares; 2025Q2: 3,295,512 shares; 2025Q3: 3,448,937 shares; 2025Q4: 3,606,912 shares; 2026Q1: 3,803,351 shares 3,803,351 $140M 8.43% +196,439 Timeline FENI 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: restricted; 2024Q4: 1,557,641 shares; 2025Q1: 2,122,697 shares; 2025Q2: 2,390,713 shares; 2025Q3: 2,422,295 shares; 2025Q4: 2,467,211 shares; 2026Q1: 2,500,523 shares 2,500,523 $94.5M 5.7% +33,312 Timeline SCHM 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: restricted; 2024Q4: 3,345,175 shares; 2025Q1: 3,000,909 shares; 2025Q2: 2,908,580 shares; 2025Q3: 2,928,064 shares; 2025Q4: 2,980,496 shares; 2026Q1: 2,923,473 shares 2,923,473 $92M 5.55% -57,023 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: restricted; 2024Q4: 1,102,272 shares; 2025Q1: 990,034 shares; 2025Q2: 900,124 shares; 2025Q3: 900,194 shares; 2025Q4: 921,275 shares; 2026Q1: 924,833 shares 924,833 $85M 5.13% +3,558 Timeline INFO HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,812 shares; 2026Q1: 3,120,118 shares 3,120,118 $74.2M 4.48% +2,961,306 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,848,865 shares; 2025Q2: 2,237,522 shares; 2025Q3: 2,469,657 shares; 2025Q4: 2,547,521 shares; 2026Q1: 2,698,950 shares 2,698,950 $70.8M 4.27% +151,429 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 282,484 shares; 2025Q1: 270,787 shares; 2025Q2: 268,008 shares; 2025Q3: 261,723 shares; 2025Q4: 258,443 shares; 2026Q1: 257,804 shares 257,804 $66.7M 4.03% -639 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,551 shares; 2025Q1: 95,674 shares; 2025Q2: 93,340 shares; 2025Q3: 93,934 shares; 2025Q4: 93,707 shares; 2026Q1: 92,418 shares 92,418 $56M 3.38% -1,289 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: restricted; 2024Q4: 266,249 shares; 2025Q1: 600,808 shares; 2025Q2: 639,598 shares; 2025Q3: 623,375 shares; 2025Q4: 635,341 shares; 2026Q1: 619,622 shares 619,622 $50.4M 3.04% -15,719 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 979,925 shares; 2025Q1: 860,422 shares; 2025Q2: 860,497 shares; 2025Q3: 917,282 shares; 2025Q4: 946,255 shares; 2026Q1: 970,719 shares 970,719 $49M 2.96% +24,464 Timeline SPYM 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: restricted; 2024Q4: 154,138 shares; 2025Q1: 162,039 shares; 2025Q2: 166,087 shares; 2025Q3: 169,242 shares; 2025Q4: 186,009 shares; 2026Q1: 425,101 shares 425,101 $33M 1.99% +239,092 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 849,210 shares; 2025Q1: 880,339 shares; 2025Q2: 738,126 shares; 2025Q3: 808,857 shares; 2025Q4: 852,260 shares; 2026Q1: 915,182 shares 915,182 $31M 1.87% +62,922 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: restricted; 2024Q4: 56,035 shares; 2025Q1: 288,102 shares; 2025Q2: 309,343 shares; 2025Q3: 313,321 shares; 2025Q4: 317,717 shares; 2026Q1: 310,080 shares 310,080 $29.6M 1.79% -7,637 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,551 shares; 2025Q1: 120,991 shares; 2025Q2: 114,710 shares; 2025Q3: 107,139 shares; 2025Q4: 103,342 shares; 2026Q1: 127,495 shares 127,495 $22.6M 1.37% +24,153 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,530 shares; 2025Q1: 77,567 shares; 2025Q2: 76,747 shares; 2025Q3: 66,445 shares; 2025Q4: 62,832 shares; 2026Q1: 69,805 shares 69,805 $20.9M 1.26% +6,973 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: restricted; 2024Q4: 398,770 shares; 2025Q1: 531,434 shares; 2025Q2: 557,041 shares; 2025Q3: 566,069 shares; 2025Q4: 534,840 shares; 2026Q1: 102,610 shares 102,610 $19.9M 1.2% -432,230 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,956 shares; 2025Q1: 56,906 shares; 2025Q2: 52,102 shares; 2025Q3: 49,450 shares; 2025Q4: 48,711 shares; 2026Q1: 51,932 shares 51,932 $19.4M 1.17% +3,221 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,030 shares; 2025Q1: 62,867 shares; 2025Q2: 62,427 shares; 2025Q3: 58,895 shares; 2025Q4: 58,041 shares; 2026Q1: 60,974 shares 60,974 $13M 0.78% +2,933 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,634 shares; 2025Q1: 26,704 shares; 2025Q2: 24,904 shares; 2025Q3: 24,721 shares; 2025Q4: 24,262 shares; 2026Q1: 23,134 shares 23,134 $11M 0.66% -1,128 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 226,628 shares; 2026Q1: 280,640 shares 280,640 $10.9M 0.66% +54,012 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,091 shares; 2025Q1: 227,881 shares; 2025Q2: 206,564 shares; 2025Q3: 221,443 shares; 2025Q4: 235,934 shares; 2026Q1: 259,880 shares 259,880 $10.4M 0.63% +23,946 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: restricted; 2024Q4: 130,922 shares; 2025Q1: 110,965 shares; 2025Q2: 110,860 shares; 2025Q3: 91,314 shares; 2025Q4: 89,900 shares; 2026Q1: 88,706 shares 88,706 $9.44M 0.57% -1,194 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,825 shares; 2025Q1: 31,738 shares; 2025Q2: 31,305 shares; 2025Q3: 25,473 shares; 2025Q4: 24,830 shares; 2026Q1: 25,818 shares 25,818 $8.12M 0.49% +988 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: restricted; 2024Q4: 11,147 shares; 2025Q1: 8,771 shares; 2025Q2: 8,521 shares; 2025Q3: 7,971 shares; 2025Q4: 7,853 shares; 2026Q1: 7,621 shares 7,621 $6.95M 0.42% -232 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: restricted; 2024Q4: 41,005 shares; 2025Q1: 32,483 shares; 2025Q2: 67,245 shares; 2025Q3: 66,301 shares; 2025Q4: 68,020 shares; 2026Q1: 67,047 shares 67,047 $6.62M 0.4% -973 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,071 shares; 2025Q1: 22,805 shares; 2025Q2: 24,348 shares; 2025Q3: 22,218 shares; 2025Q4: 21,697 shares; 2026Q1: 22,271 shares 22,271 $6.58M 0.4% +574 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,323 shares; 2025Q1: 107,947 shares; 2025Q2: 100,717 shares; 2025Q3: 97,619 shares; 2025Q4: 96,528 shares; 2026Q1: 91,996 shares 91,996 $6.26M 0.38% -4,532 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,813 shares; 2025Q1: 11,251 shares; 2025Q2: 11,373 shares; 2025Q3: 11,013 shares; 2025Q4: 10,786 shares; 2026Q1: 10,702 shares 10,702 $6.13M 0.37% -84 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211,559 shares; 2025Q1: 199,457 shares; 2025Q2: 324,678 shares; 2025Q3: 272,334 shares; 2025Q4: 269,364 shares; 2026Q1: 266,268 shares 266,268 $6.03M 0.36% -3,096 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,174 shares; 2025Q1: 23,358 shares; 2025Q2: 23,434 shares; 2025Q3: 23,353 shares; 2025Q4: 23,354 shares; 2026Q1: 23,395 shares 23,395 $5.92M 0.36% +41 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,295 shares; 2025Q1: 27,838 shares; 2025Q2: 27,648 shares; 2025Q3: 26,596 shares; 2025Q4: 26,128 shares; 2026Q1: 24,484 shares 24,484 $5.9M 0.36% -1,644 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,370 shares; 2025Q1: 46,719 shares; 2025Q2: 44,550 shares; 2025Q3: 45,112 shares; 2025Q4: 45,444 shares; 2026Q1: 34,451 shares 34,451 $5.63M 0.34% -10,993 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,905 shares; 2025Q1: 24,320 shares; 2025Q2: 24,007 shares; 2025Q3: 23,967 shares; 2025Q4: 23,957 shares; 2026Q1: 23,749 shares 23,749 $4.97M 0.3% -208 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,393 shares; 2025Q1: 18,158 shares; 2025Q2: 16,964 shares; 2025Q3: 16,529 shares; 2025Q4: 16,088 shares; 2026Q1: 15,810 shares 15,810 $4.8M 0.29% -278 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: restricted; 2024Q4: 80,226 shares; 2025Q1: 68,497 shares; 2025Q2: 65,235 shares; 2025Q3: 64,749 shares; 2025Q4: 64,450 shares; 2026Q1: 64,306 shares 64,306 $4.72M 0.29% -144 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,379 shares; 2025Q1: 50,239 shares; 2025Q2: 48,112 shares; 2025Q3: 48,037 shares; 2025Q4: 47,666 shares; 2026Q1: 47,532 shares 47,532 $4.68M 0.28% -134 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,634 shares; 2025Q1: 26,539 shares; 2025Q2: 26,742 shares; 2025Q3: 27,345 shares; 2025Q4: 27,787 shares; 2026Q1: 36,408 shares 36,408 $4.62M 0.28% +8,621 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: restricted; 2024Q4: 24,682 shares; 2025Q1: 20,011 shares; 2025Q2: 18,749 shares; 2025Q3: 16,571 shares; 2025Q4: 15,723 shares; 2026Q1: 13,082 shares 13,082 $4.61M 0.28% -2,641 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,557 shares; 2025Q1: 6,361 shares; 2025Q2: 6,310 shares; 2025Q3: 6,385 shares; 2025Q4: 6,457 shares; 2026Q1: 6,833 shares 6,833 $4.5M 0.27% +376 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: restricted; 2024Q4: 459,752 shares; 2025Q1: 103,879 shares; 2025Q2: 50,635 shares; 2025Q3: 49,969 shares; 2025Q4: 48,436 shares; 2026Q1: 45,768 shares 45,768 $4.28M 0.26% -2,668 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,214 shares; 2025Q1: 4,802 shares; 2025Q2: 4,750 shares; 2025Q3: 4,670 shares; 2025Q4: 4,518 shares; 2026Q1: 4,566 shares 4,566 $4.23M 0.26% +48 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,772 shares; 2025Q1: 21,133 shares; 2025Q2: 21,424 shares; 2025Q3: 21,158 shares; 2025Q4: 20,093 shares; 2026Q1: 20,341 shares 20,341 $4.2M 0.25% +248 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,470 shares; 2025Q1: 18,620 shares; 2025Q2: 17,486 shares; 2025Q3: 11,437 shares; 2025Q4: 11,509 shares; 2026Q1: 11,730 shares 11,730 $4.02M 0.24% +221 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,922 shares; 2025Q1: 9,289 shares; 2025Q2: 9,079 shares; 2025Q3: 8,721 shares; 2025Q4: 8,446 shares; 2026Q1: 8,442 shares 8,442 $3.73M 0.22% -4 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,255 shares; 2025Q1: 66,010 shares; 2025Q2: 64,151 shares; 2025Q3: 62,483 shares; 2025Q4: 59,631 shares; 2026Q1: 59,110 shares 59,110 $3.37M 0.2% -521 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,327 shares; 2025Q1: 14,554 shares; 2025Q2: 12,770 shares; 2025Q3: 10,966 shares; 2025Q4: 10,503 shares; 2026Q1: 9,273 shares 9,273 $3.33M 0.2% -1,230 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,089 shares; 2025Q1: 74,683 shares; 2025Q2: 67,089 shares; 2025Q3: 65,881 shares; 2025Q4: 68,882 shares; 2026Q1: 65,389 shares 65,389 $3.17M 0.19% -3,493 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,509 shares; 2025Q1: 65,375 shares; 2025Q2: 64,020 shares; 2025Q3: 64,473 shares; 2025Q4: 61,566 shares; 2026Q1: 61,298 shares 61,298 $3.11M 0.19% -268 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 36,279 shares; 2025Q2: 33,298 shares; 2025Q3: 34,356 shares; 2025Q4: 67,302 shares; 2026Q1: 66,979 shares 66,979 $3.09M 0.19% -323 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: restricted; 2024Q4: 259,661 shares; 2025Q1: 92,352 shares; 2025Q2: 62,331 shares; 2025Q3: 64,411 shares; 2025Q4: 63,686 shares; 2026Q1: 53,412 shares 53,412 $3.03M 0.18% -10,274 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: restricted; 2024Q4: 1,219 shares; 2025Q1: 906 shares; 2025Q2: 776 shares; 2025Q3: 707 shares; 2025Q4: 701 shares; 2026Q1: 17,182 shares 17,182 $3.03M 0.18% +16,481 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,166 shares; 2025Q1: 8,501 shares; 2025Q2: 7,719 shares; 2025Q3: 6,195 shares; 2025Q4: 5,988 shares; 2026Q1: 5,388 shares 5,388 $2.99M 0.18% -600 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,326 shares; 2025Q1: 3,071 shares; 2025Q2: 8,112 shares; 2025Q3: 7,931 shares; 2025Q4: 7,631 shares; 2026Q1: 8,033 shares 8,033 $2.9M 0.18% +402 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33,411 shares; 2025Q2: 31,708 shares; 2025Q3: 27,874 shares; 2025Q4: 52,649 shares; 2026Q1: 55,686 shares 55,686 $2.8M 0.17% +3,037 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,417 shares; 2025Q1: 16,591 shares; 2025Q2: 15,965 shares; 2025Q3: 11,200 shares; 2025Q4: 10,929 shares; 2026Q1: 11,670 shares 11,670 $2.74M 0.17% +741 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: restricted; 2024Q4: 4,512 shares; 2025Q1: 4,522 shares; 2025Q2: 2,944 shares; 2025Q3: 2,676 shares; 2025Q4: 27,542 shares; 2026Q1: 27,203 shares 27,203 $2.69M 0.16% -339 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,235 shares; 2025Q1: 15,048 shares; 2025Q2: 14,005 shares; 2025Q3: 10,858 shares; 2025Q4: 10,460 shares; 2026Q1: 10,280 shares 10,280 $2.52M 0.15% -180 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,440 shares; 2025Q1: 22,529 shares; 2025Q2: 21,625 shares; 2025Q3: 20,630 shares; 2025Q4: 19,158 shares; 2026Q1: 17,590 shares 17,590 $2.51M 0.15% -1,568 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,648 shares 41,648 $2.49M 0.15% new 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: restricted; 2024Q4: 11,218 shares; 2025Q1: 6,250 shares; 2025Q2: 5,666 shares; 2025Q3: 5,304 shares; 2025Q4: 5,246 shares; 2026Q1: 5,486 shares 5,486 $2.38M 0.14% +240 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: restricted; 2024Q4: 24,580 shares; 2025Q1: 23,582 shares; 2025Q2: 25,645 shares; 2025Q3: 26,190 shares; 2025Q4: 27,149 shares; 2026Q1: 26,723 shares 26,723 $2.36M 0.14% -426 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,079 shares; 2025Q1: 44,417 shares; 2025Q2: 44,505 shares; 2025Q3: 43,445 shares; 2025Q4: 40,657 shares; 2026Q1: 42,650 shares 42,650 $2.3M 0.14% +1,993 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,187 shares; 2025Q1: 10,895 shares; 2025Q2: 11,633 shares; 2025Q3: 11,855 shares; 2025Q4: 11,564 shares; 2026Q1: 15,176 shares 15,176 $2.24M 0.14% +3,612 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,774 shares; 2025Q1: 6,773 shares; 2025Q2: 9,261 shares; 2025Q3: 8,992 shares; 2025Q4: 8,997 shares; 2026Q1: 10,354 shares 10,354 $2.21M 0.13% +1,357 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,319 shares; 2025Q1: 45,014 shares; 2025Q2: 43,506 shares; 2025Q3: 42,946 shares; 2025Q4: 41,807 shares; 2026Q1: 45,779 shares 45,779 $2.21M 0.13% +3,972 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,541 shares; 2025Q1: 103,618 shares; 2025Q2: 78,917 shares; 2025Q3: 75,196 shares; 2025Q4: 71,130 shares; 2026Q1: 72,006 shares 72,006 $2.2M 0.13% +876 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 65,636 shares; 2025Q2: 61,249 shares; 2025Q3: 54,596 shares; 2025Q4: 50,738 shares; 2026Q1: 52,333 shares 52,333 $2.19M 0.13% +1,595 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,987 shares; 2025Q1: 14,405 shares; 2025Q2: 14,664 shares; 2025Q3: 14,667 shares; 2025Q4: 15,088 shares; 2026Q1: 26,953 shares 26,953 $2.17M 0.13% +11,865 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 714 shares; 2025Q1: 752 shares; 2025Q2: 1,144 shares; 2025Q3: 2,021 shares; 2025Q4: 1,816 shares; 2026Q1: 2,102 shares 2,102 $2.14M 0.13% +286 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,356 shares; 2025Q1: 80,320 shares; 2025Q2: 81,224 shares; 2025Q3: 79,929 shares; 2025Q4: 76,191 shares; 2026Q1: 66,784 shares 66,784 $2.13M 0.13% -9,407 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: restricted; 2024Q4: 12,605 shares; 2025Q1: 13,985 shares; 2025Q2: 31,520 shares; 2025Q3: 31,677 shares; 2025Q4: 31,531 shares; 2026Q1: 27,562 shares 27,562 $2.11M 0.13% -3,969 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,861 shares; 2025Q1: 12,015 shares; 2025Q2: 15,924 shares; 2025Q3: 15,335 shares; 2025Q4: 14,954 shares; 2026Q1: 11,199 shares 11,199 $2.07M 0.13% -3,755 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,619 shares; 2025Q1: 8,931 shares; 2025Q2: 8,285 shares; 2025Q3: 8,148 shares; 2025Q4: 7,577 shares; 2026Q1: 7,362 shares 7,362 $2.07M 0.12% -215 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,946 shares; 2025Q1: 46,194 shares; 2025Q2: 49,577 shares; 2025Q3: 41,977 shares; 2025Q4: 39,933 shares; 2026Q1: 40,158 shares 40,158 $2.01M 0.12% +225 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 1,270 shares; 2025Q3: 1,987 shares; 2025Q4: 2,008 shares; 2026Q1: 6,814 shares 6,814 $1.97M 0.12% +4,806 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,805 shares; 2025Q1: 4,761 shares; 2025Q2: 5,073 shares; 2025Q3: 5,079 shares; 2025Q4: 5,461 shares; 2026Q1: 5,575 shares 5,575 $1.97M 0.12% +114 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,645 shares; 2025Q1: 9,028 shares; 2025Q2: 8,148 shares; 2025Q3: 7,451 shares; 2025Q4: 7,207 shares; 2026Q1: 7,096 shares 7,096 $1.95M 0.12% -111 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,344 shares; 2025Q1: 7,295 shares; 2025Q2: 7,383 shares; 2025Q3: 7,377 shares; 2025Q4: 14,246 shares; 2026Q1: 14,223 shares 14,223 $1.95M 0.12% -23 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,987 shares; 2025Q1: 2,390 shares; 2025Q2: 2,010 shares; 2025Q3: 1,882 shares; 2025Q4: 1,857 shares; 2026Q1: 1,720 shares 1,720 $1.92M 0.12% -137 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,116 shares; 2025Q2: 3,216 shares; 2025Q3: 2,437 shares; 2025Q4: 2,288 shares; 2026Q1: 2,170 shares 2,170 $1.88M 0.11% -118 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: restricted; 2024Q4: 10,706 shares; 2025Q1: 29,223 shares; 2025Q2: 31,094 shares; 2025Q3: 26,770 shares; 2025Q4: 23,993 shares; 2026Q1: 19,731 shares 19,731 $1.87M 0.11% -4,262 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,729 shares; 2025Q1: 21,162 shares; 2025Q2: 22,698 shares; 2025Q3: 26,634 shares; 2025Q4: 27,068 shares; 2026Q1: 36,977 shares 36,977 $1.87M 0.11% +9,909 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: restricted; 2024Q4: 3,832 shares; 2025Q1: 3,892 shares; 2025Q2: 4,955 shares; 2025Q3: 15,664 shares; 2025Q4: 12,133 shares; 2026Q1: 16,483 shares 16,483 $1.85M 0.11% +4,350 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: restricted; 2024Q4: 4,449 shares; 2025Q1: 4,645 shares; 2025Q2: 4,161 shares; 2025Q3: 4,237 shares; 2025Q4: 4,369 shares; 2026Q1: 14,333 shares 14,333 $1.81M 0.11% +9,964 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,485 shares; 2025Q1: 40,515 shares; 2025Q2: 41,348 shares; 2025Q3: 35,247 shares; 2025Q4: 35,156 shares; 2026Q1: 34,405 shares 34,405 $1.8M 0.11% -751 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,628 shares; 2025Q1: 9,828 shares; 2025Q2: 9,926 shares; 2025Q3: 9,870 shares; 2025Q4: 9,772 shares; 2026Q1: 35,293 shares 35,293 $1.73M 0.1% +25,521 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,950 shares; 2025Q1: 5,037 shares; 2025Q2: 5,249 shares; 2025Q3: 5,230 shares; 2025Q4: 5,843 shares; 2026Q1: 5,715 shares 5,715 $1.7M 0.1% -128 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,849 shares; 2025Q1: 9,521 shares; 2025Q2: 6,665 shares; 2025Q3: 5,492 shares; 2025Q4: 5,600 shares; 2026Q1: 6,084 shares 6,084 $1.7M 0.1% +484 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,577 shares; 2026Q1: 10,388 shares 10,388 $1.68M 0.1% +8,811 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 248 shares 248 $1.67M 0.1% +1 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,819 shares; 2025Q1: 36,819 shares; 2025Q2: 33,946 shares; 2025Q3: 33,946 shares; 2025Q4: 35,305 shares; 2026Q1: 37,647 shares 37,647 $1.64M 0.1% +2,342 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,426 shares; 2025Q1: 35,436 shares; 2025Q2: 34,640 shares; 2025Q3: 34,640 shares; 2025Q4: 34,640 shares; 2026Q1: 30,584 shares 30,584 $1.62M 0.1% -4,056 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,161 shares; 2025Q1: 32,161 shares; 2025Q2: 32,161 shares; 2025Q3: 32,161 shares; 2025Q4: 32,161 shares; 2026Q1: 32,161 shares 32,161 $1.61M 0.1% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,149 shares; 2025Q1: 4,020 shares; 2025Q2: 4,065 shares; 2025Q3: 3,631 shares; 2025Q4: 3,509 shares; 2026Q1: 3,279 shares 3,279 $1.6M 0.1% -230 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: restricted; 2024Q4: 1,116 shares; 2025Q1: 1,146 shares; 2025Q2: 1,185 shares; 2025Q3: 1,196 shares; 2025Q4: 1,196 shares; 2026Q1: 4,397 shares 4,397 $1.6M 0.1% +3,201 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,773 shares; 2025Q1: 18,217 shares; 2025Q2: 15,558 shares; 2025Q3: 16,014 shares; 2025Q4: 15,765 shares; 2026Q1: 15,833 shares 15,833 $1.58M 0.1% +68 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,346 shares; 2025Q1: 37,832 shares; 2025Q2: 39,374 shares; 2025Q3: 39,960 shares; 2025Q4: 41,280 shares; 2026Q1: 36,569 shares 36,569 $1.58M 0.1% -4,711 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,387 shares; 2025Q1: 4,774 shares; 2025Q2: 4,756 shares; 2025Q3: 4,819 shares; 2025Q4: 4,953 shares; 2026Q1: 4,999 shares 4,999 $1.55M 0.09% +46 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,616 shares; 2025Q1: 14,657 shares; 2025Q2: 18,240 shares; 2025Q3: 17,972 shares; 2025Q4: 17,887 shares; 2026Q1: 26,943 shares 26,943 $1.52M 0.09% +9,056 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,099 shares; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 8,434 shares; 2025Q4: 8,044 shares; 2026Q1: 7,855 shares 7,855 $1.51M 0.09% -189 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,933 shares; 2025Q1: 11,604 shares; 2025Q2: 12,206 shares; 2025Q3: 11,387 shares; 2025Q4: 11,502 shares; 2026Q1: 12,177 shares 12,177 $1.47M 0.09% +675 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,299 shares; 2025Q4: 3,414 shares; 2026Q1: 3,887 shares 3,887 $1.47M 0.09% +473 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,422 shares; 2025Q1: 7,760 shares; 2025Q2: 7,096 shares; 2025Q3: 6,009 shares; 2025Q4: 5,969 shares; 2026Q1: 6,397 shares 6,397 $1.44M 0.09% +428 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,464 shares; 2025Q1: 35,249 shares; 2025Q2: 33,353 shares; 2025Q3: 32,066 shares; 2025Q4: 31,962 shares; 2026Q1: 31,884 shares 31,884 $1.44M 0.09% -78 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,310 shares; 2025Q1: 16,743 shares; 2025Q2: 14,768 shares; 2025Q3: 14,774 shares; 2025Q4: 15,127 shares; 2026Q1: 15,387 shares 15,387 $1.43M 0.09% +260 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: restricted; 2024Q4: 6,643 shares; 2025Q1: 4,018 shares; 2025Q2: 4,018 shares; 2025Q3: 4,018 shares; 2025Q4: 4,021 shares; 2026Q1: 3,280 shares 3,280 $1.4M 0.08% -741 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,484 shares; 2025Q4: 8,032 shares; 2026Q1: 8,904 shares 8,904 $1.38M 0.08% +872 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,252 shares; 2025Q1: 4,250 shares; 2025Q2: 4,053 shares; 2025Q3: 4,058 shares; 2025Q4: 4,081 shares; 2026Q1: 4,162 shares 4,162 $1.35M 0.08% +81 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: restricted; 2024Q4: 94,938 shares; 2025Q1: 38,177 shares; 2025Q2: 32,333 shares; 2025Q3: 30,476 shares; 2025Q4: 27,290 shares; 2026Q1: 27,057 shares 27,057 $1.35M 0.08% -233 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: restricted; 2024Q4: 6,718 shares; 2025Q1: 6,478 shares; 2025Q2: 6,374 shares; 2025Q3: 6,057 shares; 2025Q4: 7,527 shares; 2026Q1: 6,563 shares 6,563 $1.34M 0.08% -964 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,118 shares; 2025Q1: 25,995 shares; 2025Q2: 26,088 shares; 2025Q3: 26,044 shares; 2025Q4: 25,797 shares; 2026Q1: 26,133 shares 26,133 $1.33M 0.08% +336 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,410 shares; 2025Q1: 51,230 shares; 2025Q2: 47,030 shares; 2025Q3: 41,041 shares; 2025Q4: 40,980 shares; 2026Q1: 40,637 shares 40,637 $1.31M 0.08% -343 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44,932 shares; 2025Q2: 43,864 shares; 2025Q3: 43,704 shares; 2025Q4: 39,593 shares; 2026Q1: 31,055 shares 31,055 $1.31M 0.08% -8,538 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: restricted; 2024Q4: 2,255 shares; 2025Q1: 2,240 shares; 2025Q2: 5,628 shares; 2025Q3: 5,495 shares; 2025Q4: 5,434 shares; 2026Q1: 5,865 shares 5,865 $1.29M 0.08% +431 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,058 shares; 2025Q1: 15,911 shares; 2025Q2: 14,624 shares; 2025Q3: 14,559 shares; 2025Q4: 14,343 shares; 2026Q1: 13,943 shares 13,943 $1.29M 0.08% -400 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,151 shares; 2025Q1: 21,494 shares; 2025Q2: 20,277 shares; 2025Q3: 18,746 shares; 2025Q4: 17,818 shares; 2026Q1: 8,175 shares 8,175 $1.28M 0.08% -9,643 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,778 shares; 2025Q2: 10,357 shares; 2025Q3: 10,535 shares; 2025Q4: 9,126 shares; 2026Q1: 10,636 shares 10,636 $1.26M 0.08% +1,510 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,571 shares; 2025Q1: 28,571 shares; 2025Q2: 27,802 shares; 2025Q3: 27,802 shares; 2025Q4: 27,802 shares; 2026Q1: 26,915 shares 26,915 $1.26M 0.08% -887 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: restricted; 2024Q4: 20,991 shares; 2025Q1: 18,807 shares; 2025Q2: 18,504 shares; 2025Q3: 18,491 shares; 2025Q4: 18,619 shares; 2026Q1: 17,882 shares 17,882 $1.25M 0.08% -737 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: restricted; 2024Q4: 2,840 shares; 2025Q1: 2,781 shares; 2025Q2: 2,808 shares; 2025Q3: 2,813 shares; 2025Q4: 2,867 shares; 2026Q1: 3,652 shares 3,652 $1.25M 0.08% +785 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,142 shares; 2025Q1: 4,997 shares; 2025Q2: 4,944 shares; 2025Q3: 4,947 shares; 2025Q4: 4,914 shares; 2026Q1: 4,932 shares 4,932 $1.24M 0.08% +18 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,141 shares; 2025Q1: 2,132 shares; 2025Q2: 2,141 shares; 2025Q3: 2,189 shares; 2025Q4: 2,181 shares; 2026Q1: 2,109 shares 2,109 $1.24M 0.07% -72 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,561 shares; 2025Q1: 43,896 shares; 2025Q2: 43,230 shares; 2025Q3: 42,230 shares; 2025Q4: 40,132 shares; 2026Q1: 31,296 shares 31,296 $1.24M 0.07% -8,836 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 905 shares; 2025Q2: 989 shares; 2025Q3: 1,036 shares; 2025Q4: 1,111 shares; 2026Q1: 1,706 shares 1,706 $1.23M 0.07% +595 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,942 shares; 2025Q1: 5,738 shares; 2025Q2: 5,703 shares; 2025Q3: 5,645 shares; 2025Q4: 5,645 shares; 2026Q1: 5,645 shares 5,645 $1.22M 0.07% 0 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,046 shares; 2025Q1: 47,196 shares; 2025Q2: 44,852 shares; 2025Q3: 46,716 shares; 2025Q4: 45,113 shares; 2026Q1: 36,957 shares 36,957 $1.22M 0.07% -8,156 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,876 shares; 2025Q1: 14,101 shares; 2025Q2: 14,413 shares; 2025Q3: 14,290 shares; 2025Q4: 14,740 shares; 2026Q1: 14,730 shares 14,730 $1.21M 0.07% -10 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,024 shares; 2025Q1: 19,113 shares; 2025Q2: 18,622 shares; 2025Q3: 14,520 shares; 2025Q4: 14,239 shares; 2026Q1: 8,149 shares 8,149 $1.19M 0.07% -6,090 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,646 shares; 2025Q4: 2,569 shares; 2026Q1: 16,161 shares 16,161 $1.17M 0.07% +13,592 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,671 shares; 2025Q1: 3,651 shares; 2025Q2: 3,646 shares; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares; 2026Q1: 3,733 shares 3,733 $1.15M 0.07% +65 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,033 shares; 2025Q1: 35,379 shares; 2025Q2: 34,814 shares; 2025Q3: 39,301 shares; 2025Q4: 29,213 shares; 2026Q1: 33,558 shares 33,558 $1.1M 0.07% +4,345 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: restricted; 2024Q4: 4,742 shares; 2025Q1: 4,635 shares; 2025Q2: 4,816 shares; 2025Q3: 4,462 shares; 2025Q4: 4,447 shares; 2026Q1: 4,377 shares 4,377 $1.08M 0.07% -70 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,244 shares; 2025Q1: 17,244 shares; 2025Q2: 23,295 shares; 2025Q3: 23,191 shares; 2025Q4: 23,033 shares; 2026Q1: 22,964 shares 22,964 $1.04M 0.06% -69 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,182 shares; 2025Q1: 40,544 shares; 2025Q2: 40,918 shares; 2025Q3: 41,664 shares; 2025Q4: 21,575 shares; 2026Q1: 21,563 shares 21,563 $1.04M 0.06% -12 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: restricted; 2024Q4: 5,806 shares; 2025Q1: 5,664 shares; 2025Q2: 6,291 shares; 2025Q3: 6,994 shares; 2025Q4: 7,192 shares; 2026Q1: 6,934 shares 6,934 $1.03M 0.06% -258 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: restricted; 2024Q4: 591 shares; 2025Q1: 647 shares; 2025Q2: 614 shares; 2025Q3: 631 shares; 2025Q4: 629 shares; 2026Q1: 661 shares 661 $1.02M 0.06% +32 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,293 shares; 2025Q1: 3,211 shares; 2025Q2: 3,271 shares; 2025Q3: 28,174 shares; 2025Q4: 20,027 shares; 2026Q1: 22,874 shares 22,874 $1.01M 0.06% +2,847 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,134 shares; 2025Q1: 26,453 shares; 2025Q2: 26,453 shares; 2025Q3: 27,590 shares; 2025Q4: 21,347 shares; 2026Q1: 21,530 shares 21,530 $997K 0.06% +183 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: restricted; 2024Q4: 25,663 shares; 2025Q1: 25,269 shares; 2025Q2: 25,978 shares; 2025Q3: 25,183 shares; 2025Q4: 25,953 shares; 2026Q1: 25,953 shares 25,953 $993K 0.06% 0 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,981 shares; 2025Q1: 24,981 shares; 2025Q2: 29,566 shares; 2025Q3: 29,514 shares; 2025Q4: 29,514 shares; 2026Q1: 26,700 shares 26,700 $976K 0.06% -2,814 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,818 shares; 2025Q1: 15,493 shares; 2025Q2: 17,176 shares; 2025Q3: 15,688 shares; 2025Q4: 15,540 shares; 2026Q1: 14,926 shares 14,926 $972K 0.06% -614 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: restricted; 2024Q4: 87,449 shares; 2025Q1: 28,007 shares; 2025Q2: 23,032 shares; 2025Q3: 20,369 shares; 2025Q4: 20,191 shares; 2026Q1: 20,265 shares 20,265 $964K 0.06% +74 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: restricted; 2024Q4: 1,678 shares; 2025Q1: 1,697 shares; 2025Q2: 1,785 shares; 2025Q3: 1,838 shares; 2025Q4: 1,917 shares; 2026Q1: 1,917 shares 1,917 $961K 0.06% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,279 shares; 2025Q1: 1,326 shares; 2025Q2: 1,292 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,020 shares 17,020 $959K 0.06% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 7,330 shares; 2025Q3: 7,330 shares; 2025Q4: 7,330 shares; 2026Q1: 6,438 shares 6,438 $953K 0.06% -892 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: restricted; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 8,817 shares; 2025Q3: 8,817 shares; 2025Q4: 8,817 shares; 2026Q1: 8,817 shares 8,817 $937K 0.06% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,954 shares; 2025Q1: 31,954 shares; 2025Q2: 31,954 shares; 2025Q3: 22,154 shares; 2025Q4: 22,154 shares; 2026Q1: 22,154 shares 22,154 $913K 0.06% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,348 shares; 2025Q1: 8,162 shares; 2025Q2: 7,656 shares; 2025Q3: 7,656 shares; 2025Q4: 7,670 shares; 2026Q1: 7,678 shares 7,678 $871K 0.05% +8 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,756 shares; 2025Q1: 12,405 shares; 2025Q2: 12,350 shares; 2025Q3: 12,288 shares; 2025Q4: 11,294 shares; 2026Q1: 8,322 shares 8,322 $864K 0.05% -2,972 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,462 shares; 2025Q1: 16,462 shares; 2025Q2: 16,462 shares; 2025Q3: 16,462 shares; 2025Q4: 16,462 shares; 2026Q1: 16,462 shares 16,462 $860K 0.05% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,726 shares; 2025Q1: 25,190 shares; 2025Q2: 25,190 shares; 2025Q3: 21,631 shares; 2025Q4: 20,231 shares; 2026Q1: 20,174 shares 20,174 $809K 0.05% -57 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,488 shares; 2025Q1: 2,322 shares; 2025Q2: 2,675 shares; 2025Q3: 2,668 shares; 2025Q4: 2,610 shares; 2026Q1: 2,475 shares 2,475 $809K 0.05% -135 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: restricted; 2024Q4: 16,357 shares; 2025Q1: 15,387 shares; 2025Q2: 15,374 shares; 2025Q3: 14,259 shares; 2025Q4: 13,580 shares; 2026Q1: 13,211 shares 13,211 $789K 0.05% -369 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,570 shares; 2025Q1: 3,702 shares; 2025Q2: 3,993 shares; 2025Q3: 3,816 shares; 2025Q4: 3,960 shares; 2026Q1: 4,896 shares 4,896 $785K 0.05% +936 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,862 shares 6,862 $762K 0.05% new 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: restricted; 2024Q4: 10,438 shares; 2025Q1: 9,975 shares; 2025Q2: 10,001 shares; 2025Q3: 10,001 shares; 2025Q4: 10,101 shares; 2026Q1: 10,101 shares 10,101 $761K 0.05% 0 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,300 shares; 2025Q1: 21,497 shares; 2025Q2: 14,688 shares; 2025Q3: 15,600 shares; 2025Q4: 15,123 shares; 2026Q1: 15,123 shares 15,123 $734K 0.04% 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: restricted; 2024Q4: 27,148 shares; 2025Q1: 9,810 shares; 2025Q2: 8,013 shares; 2025Q3: 7,508 shares; 2025Q4: 7,262 shares; 2026Q1: 7,595 shares 7,595 $731K 0.04% +333 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,110 shares; 2025Q1: 19,110 shares; 2025Q2: 18,268 shares; 2025Q3: 17,335 shares; 2025Q4: 17,335 shares; 2026Q1: 17,335 shares 17,335 $729K 0.04% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,261 shares; 2025Q1: 18,261 shares; 2025Q2: 17,199 shares; 2025Q3: 17,199 shares; 2025Q4: 17,199 shares; 2026Q1: 16,775 shares 16,775 $728K 0.04% -424 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: restricted; 2024Q4: 3,967 shares; 2025Q1: 19,142 shares; 2025Q2: 19,369 shares; 2025Q3: 18,029 shares; 2025Q4: 13,740 shares; 2026Q1: 5,087 shares 5,087 $728K 0.04% -8,653 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,042 shares; 2025Q1: 15,214 shares; 2025Q2: 14,534 shares; 2025Q3: 14,436 shares; 2025Q4: 16,046 shares; 2026Q1: 14,220 shares 14,220 $699K 0.04% -1,826 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,247 shares; 2025Q1: 18,881 shares; 2025Q2: 18,881 shares; 2025Q3: 18,144 shares; 2025Q4: 19,974 shares; 2026Q1: 20,353 shares 20,353 $698K 0.04% +379 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,516 shares; 2025Q1: 2,806 shares; 2025Q2: 3,219 shares; 2025Q3: 3,357 shares; 2025Q4: 5,700 shares; 2026Q1: 5,201 shares 5,201 $685K 0.04% -499 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: restricted; 2024Q4: 4,083 shares; 2025Q1: 4,034 shares; 2025Q2: 3,741 shares; 2025Q3: 3,969 shares; 2025Q4: 4,128 shares; 2026Q1: 4,784 shares 4,784 $670K 0.04% +656 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,862 shares; 2025Q1: 18,846 shares; 2025Q2: 19,233 shares; 2025Q3: 19,700 shares; 2025Q4: 20,048 shares; 2026Q1: 18,731 shares 18,731 $662K 0.04% -1,317 Timeline QVMM 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: restricted; 2024Q4: not reported; 2025Q1: 20,522 shares; 2025Q2: 20,568 shares; 2025Q3: 20,717 shares; 2025Q4: 20,761 shares; 2026Q1: 20,586 shares 20,586 $662K 0.04% -175 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: restricted; 2024Q4: 32,178 shares; 2025Q1: 22,752 shares; 2025Q2: 22,773 shares; 2025Q3: 21,648 shares; 2025Q4: 20,799 shares; 2026Q1: 25,392 shares 25,392 $660K 0.04% +4,593 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,210 shares; 2025Q1: 7,544 shares; 2025Q2: 8,340 shares; 2025Q3: 7,564 shares; 2025Q4: 8,456 shares; 2026Q1: 8,540 shares 8,540 $659K 0.04% +84 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,702 shares; 2025Q1: 12,436 shares; 2025Q2: 16,284 shares; 2025Q3: 16,427 shares; 2025Q4: 12,746 shares; 2026Q1: 12,341 shares 12,341 $658K 0.04% -405 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 32,810 shares; 2025Q2: 31,476 shares; 2025Q3: 15,919 shares; 2025Q4: 14,956 shares; 2026Q1: 8,850 shares 8,850 $650K 0.04% -6,106 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,581 shares; 2025Q1: 15,088 shares; 2025Q2: 15,256 shares; 2025Q3: 15,168 shares; 2025Q4: 15,297 shares; 2026Q1: 15,633 shares 15,633 $648K 0.04% +336 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,220 shares; 2025Q1: 22,921 shares; 2025Q2: 22,921 shares; 2025Q3: 22,683 shares; 2025Q4: 22,683 shares; 2026Q1: 13,104 shares 13,104 $646K 0.04% -9,579 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: restricted; 2024Q4: 42,477 shares; 2025Q1: 33,166 shares; 2025Q2: 23,118 shares; 2025Q3: 21,738 shares; 2025Q4: 21,090 shares; 2026Q1: 19,525 shares 19,525 $643K 0.04% -1,565 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,990 shares; 2025Q1: 21,980 shares; 2025Q2: 22,460 shares; 2025Q3: 23,254 shares; 2025Q4: 23,256 shares; 2026Q1: 22,786 shares 22,786 $634K 0.04% -470 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,952 shares; 2025Q1: 12,531 shares; 2025Q2: 10,347 shares; 2025Q3: 9,222 shares; 2025Q4: 8,308 shares; 2026Q1: 3,011 shares 3,011 $626K 0.04% -5,297 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,070 shares; 2025Q1: 4,075 shares; 2025Q2: 4,081 shares; 2025Q3: 4,086 shares; 2025Q4: 4,094 shares; 2026Q1: 4,098 shares 4,098 $605K 0.04% +4 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,330 shares; 2025Q2: 5,467 shares; 2025Q3: 5,273 shares; 2025Q4: 4,700 shares; 2026Q1: 2,631 shares 2,631 $603K 0.04% -2,069 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,080 shares; 2025Q2: 1,176 shares; 2025Q3: 1,028 shares; 2025Q4: 1,003 shares; 2026Q1: 1,039 shares 1,039 $597K 0.04% +36 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,515 shares; 2025Q1: 5,842 shares; 2025Q2: 4,126 shares; 2025Q3: 3,905 shares; 2025Q4: 3,508 shares; 2026Q1: 3,391 shares 3,391 $597K 0.04% -117 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,986 shares; 2025Q1: 1,842 shares; 2025Q2: 1,841 shares; 2025Q3: 1,868 shares; 2025Q4: 1,930 shares; 2026Q1: 2,072 shares 2,072 $597K 0.04% +142 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: restricted; 2024Q4: 1,216 shares; 2025Q1: 1,102 shares; 2025Q2: 1,306 shares; 2025Q3: 1,309 shares; 2025Q4: 1,328 shares; 2026Q1: 1,325 shares 1,325 $588K 0.04% -3 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,839 shares; 2025Q1: 5,895 shares; 2025Q2: 5,649 shares; 2025Q3: 9,170 shares; 2025Q4: 9,108 shares; 2026Q1: 9,396 shares 9,396 $585K 0.04% +288 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,167 shares; 2025Q4: 11,205 shares; 2026Q1: 11,322 shares 11,322 $575K 0.03% +117 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: restricted; 2024Q4: 722 shares; 2025Q1: 674 shares; 2025Q2: 709 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 802 shares 802 $574K 0.03% +1 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: restricted; 2024Q4: 3,814 shares; 2025Q1: 4,209 shares; 2025Q2: 4,620 shares; 2025Q3: 5,006 shares; 2025Q4: 5,021 shares; 2026Q1: 4,985 shares 4,985 $574K 0.03% -36 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 2,249 shares; 2025Q4: 2,284 shares; 2026Q1: 2,594 shares 2,594 $572K 0.03% +310 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,858 shares; 2025Q2: 30,072 shares; 2025Q3: 23,170 shares; 2025Q4: 22,730 shares; 2026Q1: 8,299 shares 8,299 $569K 0.03% -14,431 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,981 shares; 2025Q1: 12,585 shares; 2025Q2: 12,980 shares; 2025Q3: 13,210 shares; 2025Q4: 13,210 shares; 2026Q1: 20,176 shares 20,176 $557K 0.03% +6,966 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,962 shares; 2025Q1: 6,150 shares; 2025Q2: 7,012 shares; 2025Q3: 6,528 shares; 2025Q4: 5,556 shares; 2026Q1: 5,422 shares 5,422 $555K 0.03% -134 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,213 shares; 2025Q1: 5,596 shares; 2025Q2: 7,032 shares; 2025Q3: 8,258 shares; 2025Q4: 9,184 shares; 2026Q1: 9,163 shares 9,163 $554K 0.03% -21 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,484 shares; 2025Q1: 2,449 shares; 2025Q2: 2,676 shares; 2025Q3: 2,616 shares; 2025Q4: 2,533 shares; 2026Q1: 2,409 shares 2,409 $550K 0.03% -124 Timeline VONV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,741 shares 5,741 $546K 0.03% 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: restricted; 2024Q4: 1,215 shares; 2025Q1: 1,377 shares; 2025Q2: 1,216 shares; 2025Q3: 1,333 shares; 2025Q4: 1,372 shares; 2026Q1: 1,651 shares 1,651 $540K 0.03% +279 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,308 shares; 2025Q2: 14,331 shares; 2025Q3: 14,925 shares; 2025Q4: 14,009 shares; 2026Q1: 6,468 shares 6,468 $532K 0.03% -7,541 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: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,505 shares; 2025Q4: 1,548 shares; 2026Q1: 2,453 shares 2,453 $532K 0.03% +905 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: restricted; 2024Q4: 3,824 shares; 2025Q1: 3,733 shares; 2025Q2: 4,033 shares; 2025Q3: 4,020 shares; 2025Q4: 4,178 shares; 2026Q1: 4,203 shares 4,203 $532K 0.03% +25 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: restricted; 2024Q4: 11,054 shares; 2025Q1: 7,088 shares; 2025Q2: 6,313 shares; 2025Q3: 6,320 shares; 2025Q4: 5,538 shares; 2026Q1: 5,651 shares 5,651 $523K 0.03% +113 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,363 shares; 2025Q1: 1,487 shares; 2025Q2: 1,494 shares; 2025Q3: 1,497 shares; 2025Q4: 1,500 shares; 2026Q1: 1,501 shares 1,501 $516K 0.03% +1 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,302 shares; 2025Q1: 6,499 shares; 2025Q2: 6,650 shares; 2025Q3: 6,795 shares; 2025Q4: 6,631 shares; 2026Q1: 7,656 shares 7,656 $509K 0.03% +1,025 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,040 shares; 2025Q1: 4,919 shares; 2025Q2: 5,399 shares; 2025Q3: 4,775 shares; 2025Q4: 5,591 shares; 2026Q1: 4,539 shares 4,539 $507K 0.03% -1,052 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,160 shares 16,160 $507K 0.03% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,927 shares; 2025Q1: 2,142 shares; 2025Q2: 1,768 shares; 2025Q3: 2,290 shares; 2025Q4: 2,512 shares; 2026Q1: 2,547 shares 2,547 $507K 0.03% +35 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: restricted; 2024Q4: 2,818 shares; 2025Q1: 2,664 shares; 2025Q2: 2,500 shares; 2025Q3: 3,703 shares; 2025Q4: 3,680 shares; 2026Q1: 3,501 shares 3,501 $505K 0.03% -179 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,580 shares; 2025Q1: 1,676 shares; 2025Q2: 2,031 shares; 2025Q3: 1,980 shares; 2025Q4: 2,101 shares; 2026Q1: 2,042 shares 2,042 $504K 0.03% -59 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,322 shares; 2025Q1: 3,326 shares; 2025Q2: 3,542 shares; 2025Q3: 3,671 shares; 2025Q4: 3,860 shares; 2026Q1: 4,007 shares 4,007 $504K 0.03% +147 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: restricted; 2024Q4: 31,297 shares; 2025Q1: 6,206 shares; 2025Q2: 4,521 shares; 2025Q3: 4,305 shares; 2025Q4: 4,340 shares; 2026Q1: 4,114 shares 4,114 $503K 0.03% -226 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 1,993 shares; 2025Q4: 2,090 shares; 2026Q1: 2,507 shares 2,507 $497K 0.03% +417 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 473 shares; 2026Q1: 554 shares 554 $497K 0.03% +81 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,456 shares; 2025Q1: 1,484 shares; 2025Q2: 1,585 shares; 2025Q3: 1,614 shares; 2025Q4: 1,605 shares; 2026Q1: 1,555 shares 1,555 $475K 0.03% -50 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,768 shares 19,768 $475K 0.03% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,856 shares; 2025Q1: 2,747 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,583 shares; 2026Q1: 2,440 shares 2,440 $473K 0.03% -143 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: restricted; 2024Q4: 687 shares; 2025Q1: 705 shares; 2025Q2: 848 shares; 2025Q3: 851 shares; 2025Q4: 970 shares; 2026Q1: 1,020 shares 1,020 $462K 0.03% +50 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,658 shares; 2025Q1: 13,442 shares; 2025Q2: 15,716 shares; 2025Q3: 14,541 shares; 2025Q4: 15,255 shares; 2026Q1: 16,244 shares 16,244 $460K 0.03% +989 Timeline FMB 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: restricted; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares 8,900 $453K 0.03% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,115 shares; 2025Q1: 1,088 shares; 2025Q2: 1,089 shares; 2025Q3: 1,090 shares; 2025Q4: 1,091 shares; 2026Q1: 1,079 shares 1,079 $448K 0.03% -12 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,786 shares; 2025Q2: 2,246 shares; 2025Q3: 2,370 shares; 2025Q4: 2,434 shares; 2026Q1: 2,612 shares 2,612 $435K 0.03% +178 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,521 shares; 2025Q1: 1,522 shares; 2025Q2: 1,527 shares; 2025Q3: 1,530 shares; 2025Q4: 1,533 shares; 2026Q1: 1,556 shares 1,556 $434K 0.03% +23 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,317 shares; 2025Q2: 18,325 shares; 2025Q3: 18,050 shares; 2025Q4: 16,178 shares; 2026Q1: 5,091 shares 5,091 $430K 0.03% -11,087 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,739 shares; 2025Q1: 4,770 shares; 2025Q2: 4,984 shares; 2025Q3: 4,877 shares; 2025Q4: 4,815 shares; 2026Q1: 4,849 shares 4,849 $420K 0.03% +34 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: restricted; 2024Q4: 23,407 shares; 2025Q1: 17,222 shares; 2025Q2: 17,151 shares; 2025Q3: 17,012 shares; 2025Q4: 17,206 shares; 2026Q1: 16,513 shares 16,513 $415K 0.03% -693 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,578 shares 1,578 $415K 0.03% new Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,017 shares; 2025Q1: 9,935 shares; 2025Q2: 15,416 shares; 2025Q3: 15,412 shares; 2025Q4: 12,496 shares; 2026Q1: 8,347 shares 8,347 $414K 0.02% -4,149 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,959 shares; 2025Q3: 2,980 shares; 2025Q4: 3,871 shares; 2026Q1: 3,315 shares 3,315 $410K 0.02% -556 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,200 shares; 2026Q1: 15,200 shares 15,200 $405K 0.02% +4,000 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: restricted; 2024Q4: not reported; 2025Q1: 1,860 shares; 2025Q2: 2,163 shares; 2025Q3: 2,160 shares; 2025Q4: 2,306 shares; 2026Q1: 2,834 shares 2,834 $397K 0.02% +528 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,462 shares; 2026Q1: 2,538 shares 2,538 $396K 0.02% -924 Timeline SMLV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,909 shares; 2025Q3: 2,871 shares; 2025Q4: 2,871 shares; 2026Q1: 2,814 shares 2,814 $392K 0.02% -57 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,928 shares; 2025Q1: 1,890 shares; 2025Q2: 1,999 shares; 2025Q3: 2,011 shares; 2025Q4: 2,000 shares; 2026Q1: 2,014 shares 2,014 $391K 0.02% +14 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,091 shares; 2025Q3: 9,134 shares; 2025Q4: 9,129 shares; 2026Q1: 9,258 shares 9,258 $391K 0.02% +129 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: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,111 shares; 2025Q2: 1,254 shares; 2025Q3: 1,257 shares; 2025Q4: 1,248 shares; 2026Q1: 895 shares 895 $389K 0.02% -353 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,339 shares; 2025Q1: 2,396 shares; 2025Q2: 2,506 shares; 2025Q3: 2,570 shares; 2025Q4: 2,737 shares; 2026Q1: 2,678 shares 2,678 $387K 0.02% -59 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,149 shares 3,149 $382K 0.02% 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: restricted; 2024Q4: 1,253 shares; 2025Q1: 1,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,860 shares 1,860 $371K 0.02% new Timeline XPH 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: restricted; 2024Q4: 6,619 shares; 2025Q1: 6,642 shares; 2025Q2: 6,658 shares; 2025Q3: 6,673 shares; 2025Q4: 6,686 shares; 2026Q1: 6,693 shares 6,693 $364K 0.02% +7 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,080 shares; 2025Q1: 1,168 shares; 2025Q2: 1,225 shares; 2025Q3: 1,167 shares; 2025Q4: 1,148 shares; 2026Q1: 1,319 shares 1,319 $364K 0.02% +171 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,502 shares; 2025Q1: 4,513 shares; 2025Q2: 3,798 shares; 2025Q3: 3,809 shares; 2025Q4: 3,819 shares; 2026Q1: 3,831 shares 3,831 $358K 0.02% +12 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,759 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,761 shares; 2025Q4: 2,769 shares; 2026Q1: 2,769 shares 2,769 $357K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares; 2026Q1: 3,037 shares 3,037 $356K 0.02% +951 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: restricted; 2024Q4: 14,024 shares; 2025Q1: 14,067 shares; 2025Q2: 11,401 shares; 2025Q3: 11,376 shares; 2025Q4: 11,383 shares; 2026Q1: 13,760 shares 13,760 $350K 0.02% +2,377 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,617 shares; 2025Q1: 1,713 shares; 2025Q2: 2,055 shares; 2025Q3: 1,987 shares; 2025Q4: 1,900 shares; 2026Q1: 2,098 shares 2,098 $349K 0.02% +198 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,914 shares; 2025Q1: 12,914 shares; 2025Q2: 12,914 shares; 2025Q3: 12,914 shares; 2025Q4: 12,914 shares; 2026Q1: 12,914 shares 12,914 $343K 0.02% 0 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: restricted; 2024Q4: 889 shares; 2025Q1: 892 shares; 2025Q2: 871 shares; 2025Q3: 902 shares; 2025Q4: 913 shares; 2026Q1: 932 shares 932 $342K 0.02% +19 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: restricted; 2024Q4: 8,124 shares; 2025Q1: 8,133 shares; 2025Q2: 8,141 shares; 2025Q3: 8,148 shares; 2025Q4: 8,156 shares; 2026Q1: 11,508 shares 11,508 $340K 0.02% +3,352 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,902 shares 4,902 $340K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: 1,160 shares; 2026Q1: 1,697 shares 1,697 $336K 0.02% +537 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 212 shares; 2026Q1: 256 shares 256 $334K 0.02% +44 Timeline AVXC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,855 shares 4,855 $331K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: 492 shares; 2025Q2: 489 shares; 2025Q3: 456 shares; 2025Q4: 454 shares; 2026Q1: 508 shares 508 $324K 0.02% +54 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,090 shares; 2025Q1: 6,612 shares; 2025Q2: 6,612 shares; 2025Q3: 6,612 shares; 2025Q4: 7,171 shares; 2026Q1: 6,612 shares 6,612 $321K 0.02% -559 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 783 shares; 2025Q1: 739 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 741 shares; 2026Q1: 742 shares 742 $320K 0.02% +1 Timeline DON 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: restricted; 2024Q4: 5,663 shares; 2025Q1: 5,760 shares; 2025Q2: 5,790 shares; 2025Q3: 5,815 shares; 2025Q4: 5,847 shares; 2026Q1: 5,942 shares 5,942 $315K 0.02% +95 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,412 shares; 2025Q2: 3,629 shares; 2025Q3: 3,650 shares; 2025Q4: 3,991 shares; 2026Q1: 3,688 shares 3,688 $311K 0.02% -303 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 810 shares; 2025Q1: not reported; 2025Q2: 859 shares; 2025Q3: 1,005 shares; 2025Q4: 998 shares; 2026Q1: 919 shares 919 $310K 0.02% -79 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares; 2026Q1: 1,794 shares 1,794 $308K 0.02% -862 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,118 shares; 2025Q1: 1,548 shares; 2025Q2: 1,479 shares; 2025Q3: 1,088 shares; 2025Q4: 1,077 shares; 2026Q1: 1,042 shares 1,042 $304K 0.02% -35 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: 1,104 shares; 2026Q1: 1,261 shares 1,261 $298K 0.02% +157 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,683 shares 10,683 $296K 0.02% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,515 shares; 2025Q1: 4,433 shares; 2025Q2: 4,455 shares; 2025Q3: 5,891 shares; 2025Q4: 6,365 shares; 2026Q1: 8,352 shares 8,352 $296K 0.02% +1,987 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,882 shares; 2025Q2: 6,882 shares; 2025Q3: 7,797 shares; 2025Q4: 8,584 shares; 2026Q1: 8,605 shares 8,605 $293K 0.02% +21 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,666 shares; 2025Q1: 5,666 shares; 2025Q2: 4,597 shares; 2025Q3: 5,193 shares; 2025Q4: 5,290 shares; 2026Q1: 5,290 shares 5,290 $292K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares 1,125 $291K 0.02% new Timeline TOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,029 shares; 2026Q1: 11,029 shares 11,029 $291K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,782 shares 1,782 $288K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,902 shares 1,902 $282K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861 shares 861 $281K 0.02% new Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,597 shares 10,597 $280K 0.02% new Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,650 shares; 2025Q1: not reported; 2025Q2: 35,959 shares; 2025Q3: 5,955 shares; 2025Q4: 6,000 shares; 2026Q1: 6,022 shares 6,022 $280K 0.02% +22 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,923 shares; 2025Q1: 7,923 shares; 2025Q2: 7,923 shares; 2025Q3: 7,808 shares; 2025Q4: 7,808 shares; 2026Q1: 6,193 shares 6,193 $279K 0.02% -1,615 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,114 shares; 2025Q1: 8,965 shares; 2025Q2: 6,209 shares; 2025Q3: 5,728 shares; 2025Q4: 5,633 shares; 2026Q1: 5,530 shares 5,530 $278K 0.02% -103 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,051 shares 2,051 $274K 0.02% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,747 shares; 2025Q2: 2,765 shares; 2025Q3: 2,782 shares; 2025Q4: 2,809 shares; 2026Q1: 2,871 shares 2,871 $271K 0.02% +62 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,457 shares; 2026Q1: 2,877 shares 2,877 $262K 0.02% -1,580 Timeline PRFZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $261K 0.02% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,489 shares; 2025Q1: 7,791 shares; 2025Q2: 6,228 shares; 2025Q3: 6,225 shares; 2025Q4: 6,253 shares; 2026Q1: 5,546 shares 5,546 $260K 0.02% -707 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,353 shares; 2025Q4: not reported; 2026Q1: 2,674 shares 2,674 $259K 0.02% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,538 shares; 2025Q1: 4,941 shares; 2025Q2: 2,801 shares; 2025Q3: 2,636 shares; 2025Q4: 1,972 shares; 2026Q1: 1,522 shares 1,522 $256K 0.02% -450 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 263 shares; 2025Q4: not reported; 2026Q1: 2,495 shares 2,495 $256K 0.02% new Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 2,344 shares; 2026Q1: 2,572 shares 2,572 $254K 0.02% +228 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 561 shares; 2025Q4: not reported; 2026Q1: 507 shares 507 $253K 0.02% 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: restricted; 2024Q4: 2,311 shares; 2025Q1: 2,300 shares; 2025Q2: 2,275 shares; 2025Q3: 2,276 shares; 2025Q4: 2,196 shares; 2026Q1: 2,197 shares 2,197 $253K 0.02% +1 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,571 shares; 2026Q1: 1,889 shares 1,889 $251K 0.02% +318 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 1,874 shares; 2025Q4: 1,755 shares; 2026Q1: 1,901 shares 1,901 $250K 0.02% +146 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,439 shares; 2025Q1: 5,484 shares; 2025Q2: 4,241 shares; 2025Q3: 4,101 shares; 2025Q4: 3,961 shares; 2026Q1: 4,090 shares 4,090 $244K 0.01% +129 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,783 shares 2,783 $244K 0.01% +3 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: not reported; 2025Q2: 1,013 shares; 2025Q3: 952 shares; 2025Q4: not reported; 2026Q1: 1,136 shares 1,136 $241K 0.01% new Timeline SPLV 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: restricted; 2024Q4: 3,391 shares; 2025Q1: 3,236 shares; 2025Q2: 3,202 shares; 2025Q3: 3,218 shares; 2025Q4: 3,567 shares; 2026Q1: 3,251 shares 3,251 $240K 0.01% -316 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,867 shares; 2025Q1: 9,864 shares; 2025Q2: 9,673 shares; 2025Q3: 9,673 shares; 2025Q4: 9,660 shares; 2026Q1: 8,503 shares 8,503 $239K 0.01% -1,157 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,648 shares; 2025Q1: 1,681 shares; 2025Q2: 1,716 shares; 2025Q3: 1,760 shares; 2025Q4: 1,888 shares; 2026Q1: 1,634 shares 1,634 $239K 0.01% -254 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,014 shares; 2026Q1: 1,515 shares 1,515 $238K 0.01% -499 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,022 shares; 2025Q1: 5,022 shares; 2025Q2: 5,022 shares; 2025Q3: 5,022 shares; 2025Q4: 5,022 shares; 2026Q1: 5,077 shares 5,077 $236K 0.01% +55 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,540 shares 1,540 $235K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 3,541 shares; 2025Q3: not reported; 2025Q4: 4,625 shares; 2026Q1: 4,025 shares 4,025 $235K 0.01% -600 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,731 shares; 2025Q4: 19,738 shares; 2026Q1: 19,757 shares 19,757 $235K 0.01% +19 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,855 shares; 2025Q1: 12,225 shares; 2025Q2: 13,204 shares; 2025Q3: 12,720 shares; 2025Q4: 12,773 shares; 2026Q1: 8,418 shares 8,418 $233K 0.01% -4,355 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 576 shares 576 $230K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 922 shares; 2025Q1: 935 shares; 2025Q2: 964 shares; 2025Q3: 961 shares; 2025Q4: 970 shares; 2026Q1: 1,393 shares 1,393 $226K 0.01% +423 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,339 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares 4,175 $225K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,027 shares 2,027 $224K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,832 shares; 2025Q1: 2,688 shares; 2025Q2: 2,692 shares; 2025Q3: 2,704 shares; 2025Q4: 2,373 shares; 2026Q1: 2,247 shares 2,247 $223K 0.01% -126 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,067 shares 1,067 $222K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 664 shares; 2025Q1: 682 shares; 2025Q2: 687 shares; 2025Q3: 714 shares; 2025Q4: 693 shares; 2026Q1: 669 shares 669 $218K 0.01% -24 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,656 shares 3,656 $217K 0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,532 shares; 2025Q1: 2,551 shares; 2025Q2: 2,394 shares; 2025Q3: 2,512 shares; 2025Q4: 1,962 shares; 2026Q1: 1,970 shares 1,970 $215K 0.01% +8 Timeline AVDE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares; 2026Q1: 2,444 shares 2,444 $211K 0.01% -9 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 948 shares 948 $210K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,429 shares; 2026Q1: 7,429 shares 7,429 $209K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,842 shares 1,842 $208K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 683 shares; 2026Q1: 685 shares 685 $207K 0.01% +2 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293 shares 293 $204K 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares 275 $203K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 832 shares; 2025Q3: 679 shares; 2025Q4: not reported; 2026Q1: 924 shares 924 $203K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 976 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares 1,025 $201K 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 1,015 shares; 2025Q4: 997 shares; 2026Q1: 1,090 shares 1,090 $201K 0.01% +93 Timeline JCPB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,263 shares 4,263 $200K 0.01% new Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,210 shares; 2025Q2: not reported; 2025Q3: 12,368 shares; 2025Q4: 14,386 shares; 2026Q1: 19,259 shares 19,259 $74.5K <0.01% +4,873 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: restricted; 2024Q4: 13,188 shares; 2025Q1: 14,330 shares; 2025Q2: 14,806 shares; 2025Q3: 19,317 shares; 2025Q4: 20,957 shares; 2026Q1: 29,905 shares 29,905 $65.5K <0.01% +8,948 Timeline PRTS CARPARTS COM INC More: the full row for CARPARTS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,039 shares; 2026Q1: 64,039 shares 64,039 $51.8K <0.01% 0 Timeline CVGI COMMERCIAL VEH GROUP INC More: the full row for COMMERCIAL VEH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $42.7K <0.01% 0 Timeline SPWH SPORTSMANS WHSE HLDGS INC More: the full row for SPORTSMANS WHSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $13K <0.01% new Timeline