JPIB 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: 271,697 shares; 2024Q4: 329,446 shares; 2025Q1: 566,825 shares; 2025Q2: 669,596 shares; 2025Q3: 754,092 shares; 2025Q4: 916,928 shares; 2026Q1: 1,164,888 shares 1,164,888 $55.7M 7.16% +247,960 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: 193,882 shares; 2024Q4: 230,180 shares; 2025Q1: 294,962 shares; 2025Q2: 352,973 shares; 2025Q3: 378,113 shares; 2025Q4: 420,342 shares; 2026Q1: 537,942 shares 537,942 $49.6M 6.38% +117,600 Timeline JAVA 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: 330,597 shares; 2024Q4: 358,265 shares; 2025Q1: 368,658 shares; 2025Q2: 425,087 shares; 2025Q3: 451,701 shares; 2025Q4: 471,363 shares; 2026Q1: 524,892 shares 524,892 $37.7M 4.84% +53,529 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: 63,218 shares; 2024Q4: 69,036 shares; 2025Q1: 71,996 shares; 2025Q2: 86,083 shares; 2025Q3: 91,021 shares; 2025Q4: 94,748 shares; 2026Q1: 103,782 shares 103,782 $33.3M 4.28% +9,034 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: 238,356 shares; 2024Q4: 296,831 shares; 2025Q1: 360,974 shares; 2025Q2: 385,194 shares; 2025Q3: 469,270 shares; 2025Q4: 520,156 shares; 2026Q1: 599,263 shares 599,263 $32.4M 4.16% +79,107 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: 232,964 shares; 2024Q4: 589,071 shares; 2025Q1: 712,770 shares; 2025Q2: 783,939 shares; 2025Q3: 893,254 shares; 2025Q4: 987,311 shares; 2026Q1: 1,264,073 shares 1,264,073 $31.3M 4.02% +276,762 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: 147,910 shares; 2024Q4: 156,281 shares; 2025Q1: 158,780 shares; 2025Q2: 182,134 shares; 2025Q3: 189,795 shares; 2025Q4: 201,861 shares; 2026Q1: 222,710 shares 222,710 $30.8M 3.96% +20,849 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,587 shares; 2024Q4: 252,952 shares; 2025Q1: 262,617 shares; 2025Q2: 290,823 shares; 2025Q3: 329,711 shares; 2025Q4: 341,804 shares; 2026Q1: 363,748 shares 363,748 $24.6M 3.16% +21,944 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593,698 shares; 2024Q4: 594,838 shares; 2025Q1: 595,459 shares; 2025Q2: 591,934 shares; 2025Q3: 599,426 shares; 2025Q4: 615,055 shares; 2026Q1: 477,125 shares 477,125 $24.3M 3.13% -137,930 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: 171,879 shares; 2024Q4: 175,183 shares; 2025Q1: 180,739 shares; 2025Q2: 209,644 shares; 2025Q3: 216,319 shares; 2025Q4: 218,692 shares; 2026Q1: 235,430 shares 235,430 $22.1M 2.84% +16,738 Timeline IGF 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: 142,464 shares; 2024Q4: 153,549 shares; 2025Q1: 159,748 shares; 2025Q2: 175,444 shares; 2025Q3: 202,857 shares; 2025Q4: 237,519 shares; 2026Q1: 284,302 shares 284,302 $19M 2.45% +46,783 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,615 shares; 2024Q4: 127,923 shares; 2025Q1: 129,944 shares; 2025Q2: 139,377 shares; 2025Q3: 158,337 shares; 2025Q4: 162,267 shares; 2026Q1: 152,551 shares 152,551 $19M 2.44% -9,716 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: 77,474 shares; 2024Q4: 340,260 shares; 2025Q1: 340,922 shares; 2025Q2: 394,811 shares; 2025Q3: 424,951 shares; 2025Q4: 473,627 shares; 2026Q1: 632,887 shares 632,887 $18.4M 2.37% +159,260 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: 39,955 shares; 2024Q4: 40,398 shares; 2025Q1: 45,617 shares; 2025Q2: 71,539 shares; 2025Q3: 74,351 shares; 2025Q4: 73,211 shares; 2026Q1: 72,016 shares 72,016 $18.3M 2.35% -1,195 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,836 shares; 2024Q4: 125,616 shares; 2025Q1: 157,879 shares; 2025Q2: 171,474 shares; 2025Q3: 209,009 shares; 2025Q4: 218,421 shares; 2026Q1: 229,229 shares 229,229 $18M 2.31% +10,808 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,368 shares; 2024Q4: 262,887 shares; 2025Q1: 339,075 shares; 2025Q2: 430,419 shares; 2025Q3: 480,653 shares; 2025Q4: 537,742 shares; 2026Q1: 652,418 shares 652,418 $16.4M 2.11% +114,676 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: 47,140 shares; 2024Q4: 50,915 shares; 2025Q1: 58,733 shares; 2025Q2: 63,851 shares; 2025Q3: 71,336 shares; 2025Q4: 74,115 shares; 2026Q1: 79,966 shares 79,966 $13.9M 1.79% +5,851 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,303 shares; 2025Q2: 293,811 shares; 2025Q3: 357,492 shares; 2025Q4: 443,104 shares; 2026Q1: 531,658 shares 531,658 $13.4M 1.73% +88,554 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: 19,732 shares; 2024Q4: 21,406 shares; 2025Q1: 23,198 shares; 2025Q2: 29,322 shares; 2025Q3: 31,417 shares; 2025Q4: 29,149 shares; 2026Q1: 29,230 shares 29,230 $10.8M 1.39% +81 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: 168,822 shares; 2024Q4: 180,781 shares; 2025Q1: 157,214 shares; 2025Q2: 158,190 shares; 2025Q3: 165,881 shares; 2025Q4: 184,997 shares; 2026Q1: 204,327 shares 204,327 $10.3M 1.33% +19,330 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: 18,282 shares; 2024Q4: 19,077 shares; 2025Q1: 20,364 shares; 2025Q2: 28,276 shares; 2025Q3: 30,260 shares; 2025Q4: 29,123 shares; 2026Q1: 29,682 shares 29,682 $8.51M 1.09% +559 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: 33,600 shares; 2024Q4: 33,751 shares; 2025Q1: 35,586 shares; 2025Q2: 43,426 shares; 2025Q3: 44,414 shares; 2025Q4: 42,845 shares; 2026Q1: 42,998 shares 42,998 $7.3M 0.94% +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: 14,954 shares; 2024Q4: 14,990 shares; 2025Q1: 16,030 shares; 2025Q2: 25,058 shares; 2025Q3: 26,504 shares; 2025Q4: 23,812 shares; 2026Q1: 23,438 shares 23,438 $6.74M 0.87% -374 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,664 shares; 2025Q1: 1,778 shares; 2025Q2: 30,476 shares; 2025Q3: 30,643 shares; 2025Q4: 31,521 shares; 2026Q1: 31,786 shares 31,786 $6.3M 0.81% +265 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: 15,314 shares; 2024Q4: 18,390 shares; 2025Q1: 20,051 shares; 2025Q2: 26,595 shares; 2025Q3: 29,922 shares; 2025Q4: 27,379 shares; 2026Q1: 27,189 shares 27,189 $5.66M 0.73% -190 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,551 shares; 2025Q3: 25,701 shares; 2025Q4: 26,593 shares; 2026Q1: 29,267 shares 29,267 $5.62M 0.72% +2,674 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,190 shares; 2024Q4: 146,006 shares; 2025Q1: 156,155 shares; 2025Q2: 160,785 shares; 2025Q3: 161,792 shares; 2025Q4: 163,709 shares; 2026Q1: 163,433 shares 163,433 $5.45M 0.7% -276 Timeline FDL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,380 shares; 2025Q3: 122,279 shares; 2025Q4: 117,507 shares; 2026Q1: 96,664 shares 96,664 $4.91M 0.63% -20,843 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 12,059 shares; 2025Q3: 11,779 shares; 2025Q4: 11,270 shares; 2026Q1: 11,110 shares 11,110 $4.85M 0.62% -160 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: 2,394 shares; 2024Q4: 3,155 shares; 2025Q1: 3,946 shares; 2025Q2: 6,295 shares; 2025Q3: 6,668 shares; 2025Q4: 7,591 shares; 2026Q1: 7,077 shares 7,077 $4.6M 0.59% -514 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: 9,912 shares; 2024Q4: 10,278 shares; 2025Q1: 10,903 shares; 2025Q2: 15,462 shares; 2025Q3: 16,418 shares; 2025Q4: 14,498 shares; 2026Q1: 14,738 shares 14,738 $4.34M 0.56% +240 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: 6,382 shares; 2024Q4: 6,740 shares; 2025Q1: 7,639 shares; 2025Q2: 9,830 shares; 2025Q3: 9,888 shares; 2025Q4: 9,327 shares; 2026Q1: 9,029 shares 9,029 $4.33M 0.56% -298 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: 9,430 shares; 2024Q4: 9,340 shares; 2025Q1: 9,779 shares; 2025Q2: 10,191 shares; 2025Q3: 11,990 shares; 2025Q4: 13,032 shares; 2026Q1: 13,412 shares 13,412 $4.15M 0.53% +380 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 5,066 shares; 2025Q1: 4,835 shares; 2025Q2: 9,073 shares; 2025Q3: 10,186 shares; 2025Q4: 10,559 shares; 2026Q1: 10,575 shares 10,575 $3.93M 0.51% +16 Timeline MINT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,950 shares; 2025Q3: 33,066 shares; 2025Q4: 36,242 shares; 2026Q1: 37,501 shares 37,501 $3.77M 0.48% +1,259 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 4,644 shares; 2025Q1: 4,566 shares; 2025Q2: 5,091 shares; 2025Q3: 5,286 shares; 2025Q4: 5,445 shares; 2026Q1: 5,566 shares 5,566 $3.64M 0.47% +121 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,841 shares; 2025Q3: 14,632 shares; 2025Q4: 14,806 shares; 2026Q1: 14,880 shares 14,880 $3.26M 0.42% +74 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: 3,664 shares; 2024Q4: 4,240 shares; 2025Q1: 5,400 shares; 2025Q2: 5,632 shares; 2025Q3: 5,640 shares; 2025Q4: 5,967 shares; 2026Q1: 5,511 shares 5,511 $3.18M 0.41% -456 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,320 shares; 2025Q1: 2,288 shares; 2025Q2: 3,467 shares; 2025Q3: 3,397 shares; 2025Q4: 2,901 shares; 2026Q1: 9,334 shares 9,334 $2.99M 0.38% +6,433 Timeline FNX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,279 shares; 2025Q3: 20,540 shares; 2025Q4: 22,291 shares; 2026Q1: 23,322 shares 23,322 $2.99M 0.38% +1,031 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,144 shares; 2025Q3: 47,967 shares; 2025Q4: 36,337 shares; 2026Q1: 31,722 shares 31,722 $2.91M 0.37% -4,615 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: 5,257 shares; 2024Q4: 6,073 shares; 2025Q1: 6,554 shares; 2025Q2: 8,832 shares; 2025Q3: 9,837 shares; 2025Q4: 11,065 shares; 2026Q1: 10,108 shares 10,108 $2.87M 0.37% -957 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: 3,129 shares; 2024Q4: 2,995 shares; 2025Q1: 4,075 shares; 2025Q2: 8,453 shares; 2025Q3: 10,016 shares; 2025Q4: 11,259 shares; 2026Q1: 10,865 shares 10,865 $2.66M 0.34% -394 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: 2,953 shares; 2024Q4: 4,406 shares; 2025Q1: 5,218 shares; 2025Q2: 6,029 shares; 2025Q3: 6,016 shares; 2025Q4: 4,244 shares; 2026Q1: 4,266 shares 4,266 $2.55M 0.33% +22 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: 2,973 shares; 2024Q4: 3,637 shares; 2025Q1: 3,903 shares; 2025Q2: 4,707 shares; 2025Q3: 5,254 shares; 2025Q4: 4,314 shares; 2026Q1: 4,400 shares 4,400 $2.52M 0.32% +86 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: 1,710 shares; 2024Q4: 1,907 shares; 2025Q1: 1,972 shares; 2025Q2: 2,632 shares; 2025Q3: 2,821 shares; 2025Q4: 2,819 shares; 2026Q1: 2,805 shares 2,805 $2.45M 0.31% -14 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,428 shares; 2025Q1: 4,845 shares; 2025Q2: 5,098 shares; 2025Q3: 5,102 shares; 2025Q4: 5,198 shares; 2026Q1: 5,173 shares 5,173 $2.4M 0.31% -25 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: 36,196 shares; 2024Q4: 39,953 shares; 2025Q1: 39,851 shares; 2025Q2: 49,506 shares; 2025Q3: 49,320 shares; 2025Q4: 35,382 shares; 2026Q1: 35,988 shares 35,988 $2.31M 0.3% +606 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 29,849 shares; 2025Q1: 53,781 shares; 2025Q2: 100,197 shares; 2025Q3: 98,256 shares; 2025Q4: 84,604 shares; 2026Q1: 74,214 shares 74,214 $2.16M 0.28% -10,390 Timeline RWO 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: 78,451 shares; 2024Q4: 88,032 shares; 2025Q1: 66,019 shares; 2025Q2: 47,203 shares; 2025Q3: 47,733 shares; 2025Q4: 46,591 shares; 2026Q1: 47,115 shares 47,115 $2.16M 0.28% +524 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,825 shares; 2025Q1: 6,919 shares; 2025Q2: 5,918 shares; 2025Q3: 7,183 shares; 2025Q4: 5,485 shares; 2026Q1: 6,003 shares 6,003 $2.03M 0.26% +518 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: 7,309 shares; 2024Q4: 6,952 shares; 2025Q1: 6,050 shares; 2025Q2: 10,349 shares; 2025Q3: 11,332 shares; 2025Q4: 9,059 shares; 2026Q1: 9,431 shares 9,431 $1.95M 0.25% +372 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,619 shares; 2024Q4: 15,128 shares; 2025Q1: 10,209 shares; 2025Q2: 9,939 shares; 2025Q3: 8,991 shares; 2025Q4: 9,268 shares; 2026Q1: 7,649 shares 7,649 $1.91M 0.24% -1,619 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: 10,376 shares; 2024Q4: 10,462 shares; 2025Q1: 10,826 shares; 2025Q2: 10,379 shares; 2025Q3: 10,811 shares; 2025Q4: 6,867 shares; 2026Q1: 6,041 shares 6,041 $1.83M 0.23% -826 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: 3,109 shares; 2024Q4: 3,148 shares; 2025Q1: 2,811 shares; 2025Q2: 2,400 shares; 2025Q3: 2,549 shares; 2025Q4: 1,839 shares; 2026Q1: 1,832 shares 1,832 $1.83M 0.23% -7 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: 58,567 shares; 2024Q4: 71,090 shares; 2025Q1: 73,554 shares; 2025Q2: 26,871 shares; 2025Q3: 21,212 shares; 2025Q4: 17,575 shares; 2026Q1: 16,823 shares 16,823 $1.79M 0.23% -752 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: 1,326 shares; 2024Q4: 3,503 shares; 2025Q1: 3,513 shares; 2025Q2: 3,522 shares; 2025Q3: 4,098 shares; 2025Q4: 4,116 shares; 2026Q1: 5,808 shares 5,808 $1.74M 0.22% +1,692 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,296 shares; 2025Q1: 1,484 shares; 2025Q2: 1,611 shares; 2025Q3: 1,792 shares; 2025Q4: 1,867 shares; 2026Q1: 1,886 shares 1,886 $1.73M 0.22% +19 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: 5,639 shares; 2024Q4: 5,855 shares; 2025Q1: 6,244 shares; 2025Q2: 10,752 shares; 2025Q3: not reported; 2025Q4: 8,826 shares; 2026Q1: 8,835 shares 8,835 $1.7M 0.22% +9 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: not reported; 2024Q4: 3,799 shares; 2025Q1: 4,697 shares; 2025Q2: 10,181 shares; 2025Q3: 11,409 shares; 2025Q4: 12,768 shares; 2026Q1: 11,520 shares 11,520 $1.69M 0.22% -1,248 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: 22,963 shares; 2024Q4: 68,961 shares; 2025Q1: 64,254 shares; 2025Q2: 66,618 shares; 2025Q3: 66,681 shares; 2025Q4: 66,749 shares; 2026Q1: 66,819 shares 66,819 $1.68M 0.22% +70 Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,332 shares; 2025Q3: 48,245 shares; 2025Q4: 49,744 shares; 2026Q1: 50,147 shares 50,147 $1.66M 0.21% +403 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,698 shares; 2024Q4: 38,712 shares; 2025Q1: 57,650 shares; 2025Q2: 57,237 shares; 2025Q3: 56,769 shares; 2025Q4: 46,183 shares; 2026Q1: 43,789 shares 43,789 $1.66M 0.21% -2,394 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: 7,077 shares; 2024Q4: 5,632 shares; 2025Q1: 5,666 shares; 2025Q2: 29,671 shares; 2025Q3: 33,404 shares; 2025Q4: 34,165 shares; 2026Q1: 33,876 shares 33,876 $1.65M 0.21% -289 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,707 shares; 2025Q1: 3,045 shares; 2025Q2: 6,457 shares; 2025Q3: 6,326 shares; 2025Q4: 6,521 shares; 2026Q1: 6,467 shares 6,467 $1.57M 0.2% -54 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 5,258 shares; 2025Q1: 5,933 shares; 2025Q2: 10,837 shares; 2025Q3: 12,048 shares; 2025Q4: 11,999 shares; 2026Q1: 12,361 shares 12,361 $1.54M 0.2% +362 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: 4,100 shares; 2024Q4: 4,266 shares; 2025Q1: 4,236 shares; 2025Q2: 5,135 shares; 2025Q3: 5,726 shares; 2025Q4: 5,061 shares; 2026Q1: 4,483 shares 4,483 $1.47M 0.19% -578 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,609 shares; 2025Q3: 3,600 shares; 2025Q4: 3,523 shares; 2026Q1: 3,279 shares 3,279 $1.41M 0.18% -244 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: 10,907 shares; 2024Q4: 12,400 shares; 2025Q1: 17,560 shares; 2025Q2: 38,241 shares; 2025Q3: 36,689 shares; 2025Q4: 38,100 shares; 2026Q1: 42,431 shares 42,431 $1.4M 0.18% +4,331 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 5,914 shares; 2025Q1: 14,779 shares; 2025Q2: 16,353 shares; 2025Q3: 21,078 shares; 2025Q4: 27,218 shares; 2026Q1: 28,145 shares 28,145 $1.35M 0.17% +927 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: 11,071 shares; 2024Q4: 10,646 shares; 2025Q1: 10,551 shares; 2025Q2: 12,601 shares; 2025Q3: 12,227 shares; 2025Q4: 12,233 shares; 2026Q1: 12,025 shares 12,025 $1.32M 0.17% -208 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,065 shares 13,065 $1.32M 0.17% new 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: 3,478 shares; 2024Q4: 7,271 shares; 2025Q1: 12,295 shares; 2025Q2: 12,661 shares; 2025Q3: 13,449 shares; 2025Q4: 13,111 shares; 2026Q1: 14,462 shares 14,462 $1.31M 0.17% +1,351 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: 7,274 shares; 2024Q4: 7,143 shares; 2025Q1: 7,713 shares; 2025Q2: 8,930 shares; 2025Q3: 9,895 shares; 2025Q4: 8,356 shares; 2026Q1: 8,283 shares 8,283 $1.29M 0.17% -73 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,620 shares; 2025Q1: 2,686 shares; 2025Q2: 2,772 shares; 2025Q3: 2,827 shares; 2025Q4: 2,849 shares; 2026Q1: 2,974 shares 2,974 $1.29M 0.17% +125 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: not reported; 2024Q4: not reported; 2025Q1: 942 shares; 2025Q2: 3,311 shares; 2025Q3: 3,435 shares; 2025Q4: 3,420 shares; 2026Q1: 3,491 shares 3,491 $1.24M 0.16% +71 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 4,984 shares; 2025Q1: 5,151 shares; 2025Q2: 5,422 shares; 2025Q3: 5,404 shares; 2025Q4: 5,562 shares; 2026Q1: 5,549 shares 5,549 $1.23M 0.16% -13 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: 7,205 shares; 2024Q4: 6,713 shares; 2025Q1: 4,864 shares; 2025Q2: 8,867 shares; 2025Q3: 10,055 shares; 2025Q4: 10,450 shares; 2026Q1: 10,189 shares 10,189 $1.23M 0.16% -261 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: not reported; 2024Q4: 7,060 shares; 2025Q1: 8,923 shares; 2025Q2: 11,209 shares; 2025Q3: 12,817 shares; 2025Q4: 13,604 shares; 2026Q1: 17,371 shares 17,371 $1.21M 0.16% +3,767 Timeline JPME 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: 3,170 shares; 2024Q4: 3,170 shares; 2025Q1: 8,171 shares; 2025Q2: 10,851 shares; 2025Q3: 10,537 shares; 2025Q4: 10,040 shares; 2026Q1: 10,132 shares 10,132 $1.16M 0.15% +92 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: 13,767 shares; 2024Q4: 48,409 shares; 2025Q1: 47,487 shares; 2025Q2: 48,010 shares; 2025Q3: 46,063 shares; 2025Q4: 44,790 shares; 2026Q1: 45,169 shares 45,169 $1.16M 0.15% +379 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: 13,275 shares; 2024Q4: 13,657 shares; 2025Q1: 14,556 shares; 2025Q2: 17,941 shares; 2025Q3: 18,366 shares; 2025Q4: 15,795 shares; 2026Q1: 14,799 shares 14,799 $1.15M 0.15% -996 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,825 shares; 2025Q1: 1,873 shares; 2025Q2: 2,683 shares; 2025Q3: 2,945 shares; 2025Q4: 3,211 shares; 2026Q1: 3,347 shares 3,347 $1.14M 0.15% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,241 shares; 2025Q3: 13,360 shares; 2025Q4: 13,176 shares; 2026Q1: 10,730 shares 10,730 $1.14M 0.15% -2,446 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: 663 shares; 2024Q4: 688 shares; 2025Q1: 866 shares; 2025Q2: 1,169 shares; 2025Q3: 1,500 shares; 2025Q4: 1,608 shares; 2026Q1: 1,609 shares 1,609 $1.14M 0.15% +1 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,302 shares; 2024Q4: 30,314 shares; 2025Q1: 30,325 shares; 2025Q2: 31,121 shares; 2025Q3: 31,109 shares; 2025Q4: 31,119 shares; 2026Q1: 29,126 shares 29,126 $1.13M 0.15% -1,993 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: 7,685 shares; 2024Q4: 7,792 shares; 2025Q1: 8,213 shares; 2025Q2: 11,246 shares; 2025Q3: 12,306 shares; 2025Q4: 7,146 shares; 2026Q1: 7,566 shares 7,566 $1.11M 0.14% +420 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: 5,232 shares; 2024Q4: 5,112 shares; 2025Q1: 5,331 shares; 2025Q2: 5,448 shares; 2025Q3: 5,863 shares; 2025Q4: 5,796 shares; 2026Q1: 5,030 shares 5,030 $1.09M 0.14% -766 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,411 shares; 2025Q1: 1,669 shares; 2025Q2: 1,705 shares; 2025Q3: 2,016 shares; 2025Q4: 2,176 shares; 2026Q1: 2,145 shares 2,145 $1.07M 0.14% -31 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,075 shares; 2025Q3: 6,790 shares; 2025Q4: 8,727 shares; 2026Q1: 9,286 shares 9,286 $1.06M 0.14% +559 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: 524 shares; 2024Q4: 580 shares; 2025Q1: 627 shares; 2025Q2: 576 shares; 2025Q3: 682 shares; 2025Q4: 775 shares; 2026Q1: 793 shares 793 $1.05M 0.13% +18 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: 328 shares; 2024Q4: 371 shares; 2025Q1: 450 shares; 2025Q2: 241 shares; 2025Q3: 286 shares; 2025Q4: 677 shares; 2026Q1: 710 shares 710 $1.05M 0.13% +33 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: 3,270 shares; 2024Q4: 3,487 shares; 2025Q1: 3,637 shares; 2025Q2: 4,304 shares; 2025Q3: 5,665 shares; 2025Q4: 5,759 shares; 2026Q1: 6,159 shares 6,159 $1.02M 0.13% +400 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 5,016 shares; 2025Q1: 5,606 shares; 2025Q2: 6,586 shares; 2025Q3: 6,911 shares; 2025Q4: 6,927 shares; 2026Q1: 6,980 shares 6,980 $1.01M 0.13% +53 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,711 shares; 2025Q3: 4,691 shares; 2025Q4: 4,672 shares; 2026Q1: 4,597 shares 4,597 $982K 0.13% -75 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 274 shares; 2025Q1: 467 shares; 2025Q2: 900 shares; 2025Q3: 1,085 shares; 2025Q4: 9,246 shares; 2026Q1: 10,101 shares 10,101 $971K 0.12% +855 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 4,471 shares; 2025Q1: 4,471 shares; 2025Q2: 4,584 shares; 2025Q3: 4,584 shares; 2025Q4: 4,584 shares; 2026Q1: 4,589 shares 4,589 $969K 0.12% +5 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: 8,878 shares; 2024Q4: 8,878 shares; 2025Q1: 8,878 shares; 2025Q2: 8,878 shares; 2025Q3: 8,344 shares; 2025Q4: 8,344 shares; 2026Q1: 8,384 shares 8,384 $948K 0.12% +40 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,084 shares; 2025Q1: 5,263 shares; 2025Q2: 5,363 shares; 2025Q3: 5,396 shares; 2025Q4: 6,730 shares; 2026Q1: 12,039 shares 12,039 $944K 0.12% +5,309 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,377 shares; 2025Q3: 10,389 shares; 2025Q4: 11,930 shares; 2026Q1: 14,034 shares 14,034 $938K 0.12% +2,104 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: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,402 shares; 2025Q3: 1,371 shares; 2025Q4: 1,407 shares; 2026Q1: 1,333 shares 1,333 $930K 0.12% -74 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,881 shares; 2025Q3: 3,944 shares; 2025Q4: 3,718 shares; 2026Q1: 3,708 shares 3,708 $906K 0.12% -10 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: 11,209 shares; 2024Q4: 12,075 shares; 2025Q1: 12,743 shares; 2025Q2: 12,966 shares; 2025Q3: 13,607 shares; 2025Q4: 8,981 shares; 2026Q1: 8,771 shares 8,771 $901K 0.12% -210 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 11,347 shares; 2025Q1: 10,152 shares; 2025Q2: 10,174 shares; 2025Q3: 10,174 shares; 2025Q4: 10,178 shares; 2026Q1: 10,178 shares 10,178 $882K 0.11% 0 Timeline CIBR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,680 shares; 2025Q3: 10,129 shares; 2025Q4: 10,923 shares; 2026Q1: 13,937 shares 13,937 $874K 0.11% +3,014 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,314 shares; 2025Q1: 7,026 shares; 2025Q2: 7,320 shares; 2025Q3: 7,338 shares; 2025Q4: 8,730 shares; 2026Q1: 9,733 shares 9,733 $863K 0.11% +1,003 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: 4,117 shares; 2024Q4: 3,906 shares; 2025Q1: 5,123 shares; 2025Q2: 9,566 shares; 2025Q3: 10,306 shares; 2025Q4: 10,324 shares; 2026Q1: 11,189 shares 11,189 $851K 0.11% +865 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 9,028 shares; 2025Q1: 9,011 shares; 2025Q2: 13,065 shares; 2025Q3: 13,103 shares; 2025Q4: 16,664 shares; 2026Q1: 16,714 shares 16,714 $847K 0.11% +50 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,038 shares; 2025Q1: 6,873 shares; 2025Q2: 12,770 shares; 2025Q3: 13,548 shares; 2025Q4: 13,636 shares; 2026Q1: 13,913 shares 13,913 $844K 0.11% +277 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,229 shares 4,229 $834K 0.11% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 1,687 shares; 2026Q1: 2,465 shares 2,465 $833K 0.11% +778 Timeline SPGM 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: 10,095 shares; 2024Q4: 10,368 shares; 2025Q1: 10,237 shares; 2025Q2: 10,506 shares; 2025Q3: 10,595 shares; 2025Q4: 10,748 shares; 2026Q1: 10,841 shares 10,841 $821K 0.11% +93 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: 11,269 shares; 2024Q4: 12,542 shares; 2025Q1: 14,721 shares; 2025Q2: 22,469 shares; 2025Q3: 27,904 shares; 2025Q4: 24,413 shares; 2026Q1: 28,134 shares 28,134 $816K 0.1% +3,721 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: not reported; 2024Q4: not reported; 2025Q1: 1,389 shares; 2025Q2: 1,359 shares; 2025Q3: 1,328 shares; 2025Q4: 1,367 shares; 2026Q1: 1,863 shares 1,863 $794K 0.1% +496 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,665 shares; 2025Q4: 1,816 shares; 2026Q1: 2,229 shares 2,229 $784K 0.1% +413 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,605 shares; 2024Q4: 23,347 shares; 2025Q1: 23,422 shares; 2025Q2: 26,187 shares; 2025Q3: 25,833 shares; 2025Q4: 25,327 shares; 2026Q1: 25,334 shares 25,334 $777K 0.1% +7 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,982 shares; 2024Q4: 15,425 shares; 2025Q1: 16,755 shares; 2025Q2: 28,521 shares; 2025Q3: 29,645 shares; 2025Q4: 28,510 shares; 2026Q1: 27,450 shares 27,450 $771K 0.1% -1,060 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,959 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 4,325 shares; 2026Q1: 5,276 shares 5,276 $769K 0.1% +951 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 10,310 shares; 2025Q1: 9,892 shares; 2025Q2: 9,861 shares; 2025Q3: 21,451 shares; 2025Q4: 22,295 shares; 2026Q1: 15,339 shares 15,339 $765K 0.1% -6,956 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,914 shares; 2025Q3: 10,203 shares; 2025Q4: 10,495 shares; 2026Q1: 10,524 shares 10,524 $756K 0.1% +29 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,595 shares; 2025Q1: 2,800 shares; 2025Q2: 3,268 shares; 2025Q3: 3,278 shares; 2025Q4: 3,137 shares; 2026Q1: 3,042 shares 3,042 $754K 0.1% -95 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: 2,812 shares; 2024Q4: 2,678 shares; 2025Q1: 2,832 shares; 2025Q2: 4,236 shares; 2025Q3: 4,185 shares; 2025Q4: 4,231 shares; 2026Q1: 3,303 shares 3,303 $747K 0.1% -928 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,189 shares; 2025Q4: 8,256 shares; 2026Q1: 8,256 shares 8,256 $728K 0.09% 0 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: 9,759 shares; 2024Q4: 10,125 shares; 2025Q1: 12,345 shares; 2025Q2: 14,325 shares; 2025Q3: 17,045 shares; 2025Q4: 13,750 shares; 2026Q1: 14,310 shares 14,310 $718K 0.09% +560 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,878 shares; 2025Q3: 15,161 shares; 2025Q4: 15,173 shares; 2026Q1: 15,421 shares 15,421 $709K 0.09% +248 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: 1,823 shares; 2024Q4: 4,597 shares; 2025Q1: 4,761 shares; 2025Q2: 4,800 shares; 2025Q3: 4,801 shares; 2025Q4: 4,801 shares; 2026Q1: 4,802 shares 4,802 $684K 0.09% +1 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,032 shares; 2026Q1: 2,847 shares 2,847 $676K 0.09% -2,185 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,662 shares; 2025Q4: 1,766 shares; 2026Q1: 3,400 shares 3,400 $672K 0.09% +1,634 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,220 shares; 2025Q1: 1,924 shares; 2025Q2: 3,203 shares; 2025Q3: 3,669 shares; 2025Q4: 3,683 shares; 2026Q1: 4,112 shares 4,112 $659K 0.08% +429 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: 762 shares; 2024Q4: 890 shares; 2025Q1: 1,525 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,934 shares; 2026Q1: 2,289 shares 2,289 $657K 0.08% +355 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: 571 shares; 2024Q4: 590 shares; 2025Q1: 651 shares; 2025Q2: 678 shares; 2025Q3: 719 shares; 2025Q4: 728 shares; 2026Q1: 734 shares 734 $657K 0.08% +6 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,990 shares; 2025Q3: 3,191 shares; 2025Q4: 3,012 shares; 2026Q1: 3,155 shares 3,155 $657K 0.08% +143 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: 1,554 shares; 2024Q4: 1,484 shares; 2025Q1: 1,550 shares; 2025Q2: 1,341 shares; 2025Q3: 1,523 shares; 2025Q4: 1,150 shares; 2026Q1: 1,155 shares 1,155 $651K 0.08% +5 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 856 shares; 2025Q1: 936 shares; 2025Q2: 943 shares; 2025Q3: 1,059 shares; 2025Q4: 1,109 shares; 2026Q1: 950 shares 950 $648K 0.08% -159 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: 3,859 shares; 2024Q4: 3,851 shares; 2025Q1: 3,851 shares; 2025Q2: 3,852 shares; 2025Q3: 3,852 shares; 2025Q4: 2,684 shares; 2026Q1: 2,684 shares 2,684 $644K 0.08% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 3,561 shares; 2025Q1: 3,504 shares; 2025Q2: 1,043 shares; 2025Q3: 2,605 shares; 2025Q4: 2,492 shares; 2026Q1: 2,340 shares 2,340 $633K 0.08% -152 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,007 shares; 2025Q3: 3,609 shares; 2025Q4: 3,788 shares; 2026Q1: 3,940 shares 3,940 $629K 0.08% +152 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,571 shares; 2024Q4: 13,578 shares; 2025Q1: 13,585 shares; 2025Q2: 13,593 shares; 2025Q3: 13,601 shares; 2025Q4: 13,607 shares; 2026Q1: 12,916 shares 12,916 $626K 0.08% -691 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,042 shares; 2025Q1: 2,764 shares; 2025Q2: 2,743 shares; 2025Q3: 2,760 shares; 2025Q4: 2,833 shares; 2026Q1: 2,871 shares 2,871 $624K 0.08% +38 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: not reported; 2024Q4: 2,246 shares; 2025Q1: 2,654 shares; 2025Q2: 4,546 shares; 2025Q3: 5,162 shares; 2025Q4: 6,298 shares; 2026Q1: 6,420 shares 6,420 $619K 0.08% +122 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,282 shares; 2025Q1: 4,364 shares; 2025Q2: 5,823 shares; 2025Q3: 5,792 shares; 2025Q4: 3,504 shares; 2026Q1: 3,560 shares 3,560 $614K 0.08% +56 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: not reported; 2024Q4: 690 shares; 2025Q1: 778 shares; 2025Q2: 1,720 shares; 2025Q3: 2,029 shares; 2025Q4: 2,130 shares; 2026Q1: 2,000 shares 2,000 $605K 0.08% -130 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 843 shares; 2025Q1: 1,459 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 2,014 shares; 2026Q1: 2,308 shares 2,308 $604K 0.08% +294 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 6,069 shares; 2025Q4: 6,156 shares; 2026Q1: 6,499 shares 6,499 $604K 0.08% +343 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: 986 shares; 2024Q4: 1,079 shares; 2025Q1: 1,202 shares; 2025Q2: 1,592 shares; 2025Q3: 1,922 shares; 2025Q4: 1,996 shares; 2026Q1: 1,933 shares 1,933 $601K 0.08% -63 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: 2,628 shares; 2024Q4: 2,567 shares; 2025Q1: 2,622 shares; 2025Q2: 2,726 shares; 2025Q3: 2,926 shares; 2025Q4: 2,130 shares; 2026Q1: 1,806 shares 1,806 $589K 0.08% -324 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,620 shares; 2025Q4: 9,986 shares; 2026Q1: 9,986 shares 9,986 $585K 0.08% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,489 shares; 2025Q3: 1,931 shares; 2025Q4: 2,581 shares; 2026Q1: 2,837 shares 2,837 $577K 0.07% +256 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,589 shares; 2025Q1: 3,590 shares; 2025Q2: 3,593 shares; 2025Q3: 3,604 shares; 2025Q4: 3,621 shares; 2026Q1: 3,639 shares 3,639 $575K 0.07% +18 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,674 shares; 2025Q3: 7,767 shares; 2025Q4: 7,837 shares; 2026Q1: 7,885 shares 7,885 $574K 0.07% +48 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,895 shares; 2025Q1: 1,869 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares 1,799 $565K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,673 shares; 2025Q3: 4,307 shares; 2025Q4: 4,468 shares; 2026Q1: 3,727 shares 3,727 $552K 0.07% -741 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,103 shares; 2025Q2: 3,106 shares; 2025Q3: 2,985 shares; 2025Q4: 2,735 shares; 2026Q1: 2,563 shares 2,563 $551K 0.07% -172 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,089 shares; 2026Q1: 6,057 shares 6,057 $551K 0.07% -32 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,417 shares; 2025Q1: 1,508 shares; 2025Q2: 1,650 shares; 2025Q3: 1,788 shares; 2025Q4: 1,970 shares; 2026Q1: 2,001 shares 2,001 $551K 0.07% +31 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: not reported; 2024Q4: not reported; 2025Q1: 1,421 shares; 2025Q2: 3,415 shares; 2025Q3: 3,792 shares; 2025Q4: 3,868 shares; 2026Q1: 3,754 shares 3,754 $545K 0.07% -114 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: 410 shares; 2024Q4: 429 shares; 2025Q1: 392 shares; 2025Q2: 455 shares; 2025Q3: 523 shares; 2025Q4: 626 shares; 2026Q1: 641 shares 641 $542K 0.07% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,649 shares; 2025Q3: 7,650 shares; 2025Q4: 7,666 shares; 2026Q1: 7,335 shares 7,335 $536K 0.07% -331 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,672 shares; 2025Q4: 7,672 shares; 2026Q1: 7,672 shares 7,672 $529K 0.07% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 1,450 shares; 2025Q2: 1,381 shares; 2025Q3: 2,133 shares; 2025Q4: 2,827 shares; 2026Q1: 2,824 shares 2,824 $527K 0.07% -3 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,650 shares; 2025Q1: 1,769 shares; 2025Q2: 1,790 shares; 2025Q3: 2,005 shares; 2025Q4: 2,017 shares; 2026Q1: 2,206 shares 2,206 $521K 0.07% +189 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,189 shares; 2025Q3: 11,189 shares; 2025Q4: 10,395 shares; 2026Q1: 10,167 shares 10,167 $510K 0.07% -228 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: 5,829 shares; 2024Q4: 5,889 shares; 2025Q1: 5,979 shares; 2025Q2: 5,893 shares; 2025Q3: 5,986 shares; 2025Q4: 2,984 shares; 2026Q1: 2,686 shares 2,686 $509K 0.07% -298 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,581 shares; 2025Q4: 2,688 shares; 2026Q1: 5,360 shares 5,360 $504K 0.06% +2,672 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,022 shares; 2024Q4: 5,831 shares; 2025Q1: 5,969 shares; 2025Q2: 6,192 shares; 2025Q3: 6,368 shares; 2025Q4: 2,394 shares; 2026Q1: 2,336 shares 2,336 $501K 0.06% -58 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,171 shares; 2025Q1: 1,214 shares; 2025Q2: 1,462 shares; 2025Q3: 1,716 shares; 2025Q4: 1,831 shares; 2026Q1: 1,780 shares 1,780 $497K 0.06% -51 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,173 shares; 2025Q3: 8,361 shares; 2025Q4: 8,291 shares; 2026Q1: 7,440 shares 7,440 $492K 0.06% -851 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,855 shares; 2025Q1: 1,573 shares; 2025Q2: 1,588 shares; 2025Q3: 1,523 shares; 2025Q4: 1,570 shares; 2026Q1: 1,605 shares 1,605 $488K 0.06% +35 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,826 shares; 2025Q3: 3,317 shares; 2025Q4: 3,575 shares; 2026Q1: 4,248 shares 4,248 $482K 0.06% +673 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,177 shares; 2025Q3: 1,240 shares; 2025Q4: 1,313 shares; 2026Q1: 1,386 shares 1,386 $478K 0.06% +73 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: 2,016 shares; 2024Q4: 1,918 shares; 2025Q1: 2,823 shares; 2025Q2: 1,964 shares; 2025Q3: 1,964 shares; 2025Q4: 4,496 shares; 2026Q1: 3,584 shares 3,584 $476K 0.06% -912 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,872 shares; 2025Q3: 5,433 shares; 2025Q4: 5,569 shares; 2026Q1: 5,455 shares 5,455 $473K 0.06% -114 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,726 shares; 2026Q1: 2,390 shares 2,390 $469K 0.06% -336 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,295 shares; 2025Q3: 1,850 shares; 2025Q4: 1,875 shares; 2026Q1: 1,644 shares 1,644 $464K 0.06% -231 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: 5,221 shares; 2024Q4: 5,291 shares; 2025Q1: 5,678 shares; 2025Q2: 6,528 shares; 2025Q3: 6,690 shares; 2025Q4: 4,295 shares; 2026Q1: 3,599 shares 3,599 $464K 0.06% -696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,017 shares; 2025Q3: 777 shares; 2025Q4: 739 shares; 2026Q1: 764 shares 764 $462K 0.06% +25 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,762 shares; 2026Q1: 1,849 shares 1,849 $449K 0.06% +87 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,963 shares; 2025Q3: 3,990 shares; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares 3,234 $447K 0.06% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 6,847 shares; 2025Q1: 7,313 shares; 2025Q2: 10,285 shares; 2025Q3: 10,429 shares; 2025Q4: 7,130 shares; 2026Q1: 7,920 shares 7,920 $446K 0.06% +790 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 663 shares; 2025Q4: 566 shares; 2026Q1: 603 shares 603 $439K 0.06% +37 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: 8,652 shares; 2024Q4: 8,850 shares; 2025Q1: 8,896 shares; 2025Q2: 14,229 shares; 2025Q3: 15,130 shares; 2025Q4: 14,924 shares; 2026Q1: 10,645 shares 10,645 $437K 0.06% -4,279 Timeline XLF 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: 5,317 shares; 2024Q4: 5,497 shares; 2025Q1: 5,498 shares; 2025Q2: 6,948 shares; 2025Q3: 6,949 shares; 2025Q4: 8,788 shares; 2026Q1: 8,788 shares 8,788 $434K 0.06% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,143 shares; 2025Q3: 3,253 shares; 2025Q4: 2,508 shares; 2026Q1: 2,544 shares 2,544 $430K 0.06% +36 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,425 shares; 2025Q1: 1,497 shares; 2025Q2: 3,088 shares; 2025Q3: 2,819 shares; 2025Q4: 2,025 shares; 2026Q1: 1,824 shares 1,824 $423K 0.05% -201 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: 339 shares; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 501 shares; 2025Q3: 731 shares; 2025Q4: 812 shares; 2026Q1: 860 shares 860 $423K 0.05% +48 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: 507 shares; 2024Q4: 526 shares; 2025Q1: 546 shares; 2025Q2: 903 shares; 2025Q3: 930 shares; 2025Q4: 910 shares; 2026Q1: 917 shares 917 $423K 0.05% +7 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,302 shares; 2025Q4: 9,487 shares; 2026Q1: 9,536 shares 9,536 $421K 0.05% +49 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,870 shares; 2025Q2: 6,765 shares; 2025Q3: 6,783 shares; 2025Q4: 3,631 shares; 2026Q1: 3,301 shares 3,301 $417K 0.05% -330 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: 509 shares; 2024Q4: 519 shares; 2025Q1: 686 shares; 2025Q2: 788 shares; 2025Q3: 843 shares; 2025Q4: 674 shares; 2026Q1: 838 shares 838 $415K 0.05% +164 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: not reported; 2024Q4: 1,543 shares; 2025Q1: 1,361 shares; 2025Q2: 1,366 shares; 2025Q3: 616 shares; 2025Q4: 358 shares; 2026Q1: 376 shares 376 $410K 0.05% +18 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,003 shares 8,003 $402K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,933 shares; 2025Q1: 2,197 shares; 2025Q2: 2,357 shares; 2025Q3: 2,342 shares; 2025Q4: 1,429 shares; 2026Q1: 1,218 shares 1,218 $400K 0.05% -211 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,770 shares; 2025Q3: 5,090 shares; 2025Q4: 3,358 shares; 2026Q1: 3,370 shares 3,370 $400K 0.05% +12 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,091 shares; 2025Q3: 9,681 shares; 2025Q4: 9,593 shares; 2026Q1: 9,413 shares 9,413 $399K 0.05% -180 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 386 shares; 2026Q1: 290 shares 290 $399K 0.05% -96 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: not reported; 2024Q4: not reported; 2025Q1: 8,580 shares; 2025Q2: 8,484 shares; 2025Q3: 8,558 shares; 2025Q4: 8,368 shares; 2026Q1: 8,490 shares 8,490 $398K 0.05% +122 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,362 shares; 2025Q1: 4,369 shares; 2025Q2: 4,455 shares; 2025Q3: 4,493 shares; 2025Q4: 4,500 shares; 2026Q1: 4,512 shares 4,512 $395K 0.05% +12 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,720 shares; 2025Q1: 5,152 shares; 2025Q2: 5,546 shares; 2025Q3: 6,001 shares; 2025Q4: 6,413 shares; 2026Q1: 6,221 shares 6,221 $389K 0.05% -192 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,151 shares; 2025Q3: 4,622 shares; 2025Q4: 5,024 shares; 2026Q1: 4,881 shares 4,881 $389K 0.05% -143 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,073 shares; 2025Q4: 6,494 shares; 2026Q1: 6,494 shares 6,494 $387K 0.05% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: not reported; 2025Q1: 544 shares; 2025Q2: 538 shares; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 864 shares 864 $386K 0.05% +41 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,150 shares; 2025Q1: 1,319 shares; 2025Q2: 1,700 shares; 2025Q3: 1,958 shares; 2025Q4: 1,663 shares; 2026Q1: 1,893 shares 1,893 $385K 0.05% +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: 651 shares; 2024Q4: 712 shares; 2025Q1: 781 shares; 2025Q2: 880 shares; 2025Q3: 1,224 shares; 2025Q4: 1,299 shares; 2026Q1: 1,070 shares 1,070 $383K 0.05% -229 Timeline JPIE 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: 10,927 shares; 2024Q4: 10,927 shares; 2025Q1: 10,980 shares; 2025Q2: 10,980 shares; 2025Q3: 10,980 shares; 2025Q4: 8,882 shares; 2026Q1: 8,118 shares 8,118 $374K 0.05% -764 Timeline CWI 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: 9,618 shares; 2024Q4: 9,740 shares; 2025Q1: 9,740 shares; 2025Q2: 9,865 shares; 2025Q3: 9,865 shares; 2025Q4: 10,023 shares; 2026Q1: 10,023 shares 10,023 $367K 0.05% 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: 2,203 shares; 2024Q4: not reported; 2025Q1: 3,435 shares; 2025Q2: 5,152 shares; 2025Q3: 4,238 shares; 2025Q4: 1,395 shares; 2026Q1: 1,459 shares 1,459 $366K 0.05% +64 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,704 shares; 2025Q2: 11,418 shares; 2025Q3: 11,524 shares; 2025Q4: 12,500 shares; 2026Q1: 12,584 shares 12,584 $364K 0.05% +84 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,700 shares; 2025Q4: 1,625 shares; 2026Q1: 1,337 shares 1,337 $364K 0.05% -288 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,981 shares; 2025Q3: 2,347 shares; 2025Q4: 2,640 shares; 2026Q1: 2,596 shares 2,596 $362K 0.05% -44 Timeline GNR 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: not reported; 2024Q4: not reported; 2025Q1: 5,182 shares; 2025Q2: 5,131 shares; 2025Q3: 5,177 shares; 2025Q4: 4,754 shares; 2026Q1: 4,790 shares 4,790 $358K 0.05% +36 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,864 shares; 2025Q2: 3,841 shares; 2025Q3: 3,831 shares; 2025Q4: 4,028 shares; 2026Q1: 3,207 shares 3,207 $354K 0.05% -821 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: 2,549 shares; 2026Q1: 2,668 shares 2,668 $352K 0.05% +119 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,416 shares; 2025Q3: 1,879 shares; 2025Q4: 1,864 shares; 2026Q1: 1,889 shares 1,889 $349K 0.04% +25 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,218 shares; 2025Q2: 6,304 shares; 2025Q3: 6,405 shares; 2025Q4: 6,517 shares; 2026Q1: 6,502 shares 6,502 $344K 0.04% -15 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,072 shares; 2025Q1: 4,178 shares; 2025Q2: 4,658 shares; 2025Q3: 5,026 shares; 2025Q4: 5,130 shares; 2026Q1: 5,230 shares 5,230 $340K 0.04% +100 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,192 shares; 2025Q3: 3,205 shares; 2025Q4: 3,283 shares; 2026Q1: 3,420 shares 3,420 $340K 0.04% +137 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,594 shares; 2025Q4: 3,594 shares; 2026Q1: 3,594 shares 3,594 $338K 0.04% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,487 shares; 2025Q1: 1,618 shares; 2025Q2: 1,610 shares; 2025Q3: 1,681 shares; 2025Q4: 1,722 shares; 2026Q1: 1,590 shares 1,590 $336K 0.04% -132 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,596 shares; 2025Q3: 2,775 shares; 2025Q4: 2,826 shares; 2026Q1: 2,883 shares 2,883 $334K 0.04% +57 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,002 shares; 2025Q3: 7,502 shares; 2025Q4: not reported; 2026Q1: 8,002 shares 8,002 $334K 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: not reported; 2025Q1: 2,219 shares; 2025Q2: 3,205 shares; 2025Q3: 3,549 shares; 2025Q4: 3,839 shares; 2026Q1: 3,886 shares 3,886 $331K 0.04% +47 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,319 shares; 2024Q4: 4,334 shares; 2025Q1: 4,337 shares; 2025Q2: 4,344 shares; 2025Q3: 4,349 shares; 2025Q4: 4,365 shares; 2026Q1: 4,365 shares 4,365 $328K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,622 shares; 2025Q1: not reported; 2025Q2: 2,384 shares; 2025Q3: not reported; 2025Q4: 2,864 shares; 2026Q1: 2,695 shares 2,695 $327K 0.04% -169 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 3,923 shares; 2025Q1: 3,928 shares; 2025Q2: 3,981 shares; 2025Q3: 4,020 shares; 2025Q4: 4,378 shares; 2026Q1: 4,394 shares 4,394 $325K 0.04% +16 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,031 shares; 2025Q2: 1,393 shares; 2025Q3: 1,479 shares; 2025Q4: 1,490 shares; 2026Q1: 1,410 shares 1,410 $324K 0.04% -80 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,743 shares; 2025Q2: 13,405 shares; 2025Q3: 13,621 shares; 2025Q4: 14,700 shares; 2026Q1: 14,637 shares 14,637 $321K 0.04% -63 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,466 shares; 2025Q3: 6,466 shares; 2025Q4: 6,466 shares; 2026Q1: 6,466 shares 6,466 $319K 0.04% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,267 shares; 2026Q1: 4,267 shares 4,267 $309K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,678 shares; 2025Q3: 3,314 shares; 2025Q4: 3,539 shares; 2026Q1: 3,671 shares 3,671 $307K 0.04% +132 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 4,085 shares; 2025Q1: 4,107 shares; 2025Q2: 4,434 shares; 2025Q3: 4,541 shares; 2025Q4: 4,557 shares; 2026Q1: 4,680 shares 4,680 $305K 0.04% +123 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,802 shares; 2025Q4: 1,908 shares; 2026Q1: 1,839 shares 1,839 $303K 0.04% -69 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,159 shares; 2025Q4: 2,345 shares; 2026Q1: 2,385 shares 2,385 $301K 0.04% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,136 shares; 2025Q4: 2,212 shares; 2026Q1: 2,300 shares 2,300 $301K 0.04% +88 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: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 842 shares; 2025Q3: 947 shares; 2025Q4: 822 shares; 2026Q1: 688 shares 688 $293K 0.04% -134 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 611 shares; 2025Q4: 730 shares; 2026Q1: 718 shares 718 $292K 0.04% -12 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: 2,916 shares; 2024Q4: 2,808 shares; 2025Q1: 2,436 shares; 2025Q2: 2,824 shares; 2025Q3: 3,032 shares; 2025Q4: 2,908 shares; 2026Q1: 2,908 shares 2,908 $289K 0.04% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,304 shares; 2025Q3: 8,695 shares; 2025Q4: 6,036 shares; 2026Q1: 6,216 shares 6,216 $288K 0.04% +180 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: 3,106 shares; 2024Q4: 9,318 shares; 2025Q1: 9,282 shares; 2025Q2: 9,282 shares; 2025Q3: 9,282 shares; 2025Q4: 9,282 shares; 2026Q1: 9,282 shares 9,282 $287K 0.04% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,498 shares; 2025Q1: 1,673 shares; 2025Q2: 1,783 shares; 2025Q3: 1,891 shares; 2025Q4: 1,806 shares; 2026Q1: 1,643 shares 1,643 $285K 0.04% -163 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,476 shares; 2025Q2: 7,739 shares; 2025Q3: 8,783 shares; 2025Q4: 10,241 shares; 2026Q1: 9,564 shares 9,564 $285K 0.04% -677 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,672 shares; 2025Q1: 1,893 shares; 2025Q2: 1,806 shares; 2025Q3: 1,857 shares; 2025Q4: 1,782 shares; 2026Q1: 1,647 shares 1,647 $282K 0.04% -135 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,720 shares; 2025Q3: 7,722 shares; 2025Q4: 7,678 shares; 2026Q1: 7,522 shares 7,522 $282K 0.04% -156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,563 shares 2,563 $279K 0.04% new 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: 3,331 shares; 2024Q4: 3,208 shares; 2025Q1: 3,538 shares; 2025Q2: 3,561 shares; 2025Q3: 3,744 shares; 2025Q4: 1,728 shares; 2026Q1: 1,776 shares 1,776 $279K 0.04% +48 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 654 shares; 2025Q4: 666 shares; 2026Q1: 768 shares 768 $279K 0.04% +102 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,432 shares; 2025Q2: 3,958 shares; 2025Q3: 3,829 shares; 2025Q4: 3,886 shares; 2026Q1: 4,010 shares 4,010 $278K 0.04% +124 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,125 shares; 2025Q4: 2,362 shares; 2026Q1: 2,260 shares 2,260 $278K 0.04% -102 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,311 shares; 2026Q1: 1,314 shares 1,314 $276K 0.04% +3 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,136 shares; 2025Q4: not reported; 2026Q1: 1,418 shares 1,418 $275K 0.04% new Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,588 shares; 2025Q4: 4,588 shares; 2026Q1: 4,588 shares 4,588 $273K 0.04% 0 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: 2,042 shares; 2024Q4: 2,043 shares; 2025Q1: 2,095 shares; 2025Q2: 2,235 shares; 2025Q3: 2,415 shares; 2025Q4: 2,067 shares; 2026Q1: 2,071 shares 2,071 $271K 0.03% +4 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares; 2026Q1: 2,314 shares 2,314 $267K 0.03% +133 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: 1,627 shares; 2025Q3: 1,725 shares; 2025Q4: 1,271 shares; 2026Q1: 1,099 shares 1,099 $263K 0.03% -172 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,098 shares; 2025Q3: 2,960 shares; 2025Q4: 2,785 shares; 2026Q1: 2,720 shares 2,720 $262K 0.03% -65 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,044 shares; 2025Q4: 2,090 shares; 2026Q1: 2,208 shares 2,208 $262K 0.03% +118 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 500 shares 500 $261K 0.03% +11 Timeline GII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,419 shares 3,419 $260K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 814 shares 814 $259K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,751 shares; 2025Q4: 1,746 shares; 2026Q1: 1,689 shares 1,689 $258K 0.03% -57 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,472 shares; 2025Q1: 2,570 shares; 2025Q2: 2,628 shares; 2025Q3: 2,285 shares; 2025Q4: 1,515 shares; 2026Q1: 1,294 shares 1,294 $257K 0.03% -221 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,634 shares; 2025Q3: 9,650 shares; 2025Q4: 4,599 shares; 2026Q1: 4,712 shares 4,712 $256K 0.03% +113 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 464 shares 464 $255K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 576 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 439 shares; 2026Q1: 470 shares 470 $253K 0.03% +31 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 5,290 shares; 2025Q1: 6,064 shares; 2025Q2: 4,727 shares; 2025Q3: 5,124 shares; 2025Q4: 5,627 shares; 2026Q1: 4,781 shares 4,781 $253K 0.03% -846 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 397 shares; 2025Q4: 1,840 shares; 2026Q1: 2,408 shares 2,408 $252K 0.03% +568 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 395 shares 395 $251K 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares 2,570 $250K 0.03% 0 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: 643 shares; 2024Q4: 682 shares; 2025Q1: 765 shares; 2025Q2: 738 shares; 2025Q3: 735 shares; 2025Q4: 818 shares; 2026Q1: 771 shares 771 $249K 0.03% -47 Timeline FVD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,672 shares; 2025Q3: 5,476 shares; 2025Q4: 5,437 shares; 2026Q1: 5,285 shares 5,285 $249K 0.03% -152 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,823 shares 1,823 $248K 0.03% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,552 shares; 2025Q3: 3,239 shares; 2025Q4: 2,881 shares; 2026Q1: 3,445 shares 3,445 $248K 0.03% +564 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 246 shares; 2025Q4: 277 shares; 2026Q1: 255 shares 255 $245K 0.03% -22 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $244K 0.03% 0 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: 1,232 shares; 2024Q4: 1,233 shares; 2025Q1: 1,132 shares; 2025Q2: 1,133 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,136 shares 1,136 $243K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,853 shares 1,853 $243K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: not reported; 2025Q1: 979 shares; 2025Q2: 1,189 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 820 shares 820 $242K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,039 shares; 2025Q3: 2,496 shares; 2025Q4: 1,112 shares; 2026Q1: 907 shares 907 $242K 0.03% -205 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 579 shares; 2025Q1: 695 shares; 2025Q2: 619 shares; 2025Q3: 727 shares; 2025Q4: 498 shares; 2026Q1: 354 shares 354 $241K 0.03% -144 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,859 shares; 2025Q3: 5,742 shares; 2025Q4: 6,611 shares; 2026Q1: 6,243 shares 6,243 $240K 0.03% -368 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,762 shares 1,762 $238K 0.03% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274 shares 274 $237K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,484 shares; 2025Q4: 4,614 shares; 2026Q1: 4,835 shares 4,835 $237K 0.03% +221 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,526 shares 9,526 $236K 0.03% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 864 shares; 2025Q4: 881 shares; 2026Q1: 822 shares 822 $236K 0.03% -59 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 4,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,458 shares; 2026Q1: 2,632 shares 2,632 $236K 0.03% +174 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: 3,203 shares; 2024Q4: 1,873 shares; 2025Q1: 1,961 shares; 2025Q2: 2,400 shares; 2025Q3: 2,554 shares; 2025Q4: 1,485 shares; 2026Q1: 1,511 shares 1,511 $235K 0.03% +26 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: 1,568 shares; 2024Q4: 1,913 shares; 2025Q1: 1,914 shares; 2025Q2: 2,176 shares; 2025Q3: 2,176 shares; 2025Q4: 1,884 shares; 2026Q1: 1,602 shares 1,602 $235K 0.03% -282 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,299 shares; 2025Q4: not reported; 2026Q1: 2,423 shares 2,423 $234K 0.03% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,167 shares; 2025Q3: 2,477 shares; 2025Q4: 2,643 shares; 2026Q1: 2,522 shares 2,522 $233K 0.03% -121 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 912 shares; 2025Q4: 832 shares; 2026Q1: 889 shares 889 $231K 0.03% +57 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,672 shares; 2025Q1: 7,129 shares; 2025Q2: 8,165 shares; 2025Q3: 8,958 shares; 2025Q4: 3,625 shares; 2026Q1: 3,677 shares 3,677 $231K 0.03% +52 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,541 shares; 2025Q3: 1,645 shares; 2025Q4: 1,668 shares; 2026Q1: 1,690 shares 1,690 $230K 0.03% +22 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,515 shares; 2025Q3: 8,232 shares; 2025Q4: not reported; 2026Q1: 7,995 shares 7,995 $230K 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: 785 shares 785 $229K 0.03% +27 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,738 shares; 2025Q3: 2,972 shares; 2025Q4: not reported; 2026Q1: 1,928 shares 1,928 $228K 0.03% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,386 shares; 2025Q3: 4,390 shares; 2025Q4: 4,395 shares; 2026Q1: 4,267 shares 4,267 $226K 0.03% -128 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,229 shares; 2026Q1: 8,093 shares 8,093 $222K 0.03% -136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478 shares; 2025Q4: not reported; 2026Q1: 502 shares 502 $218K 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 604 shares; 2025Q4: not reported; 2026Q1: 293 shares 293 $216K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,193 shares; 2025Q4: not reported; 2026Q1: 3,248 shares 3,248 $214K 0.03% new 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: 9,643 shares; 2024Q4: 9,254 shares; 2025Q1: 10,755 shares; 2025Q2: 13,639 shares; 2025Q3: 11,652 shares; 2025Q4: 8,985 shares; 2026Q1: 7,426 shares 7,426 $213K 0.03% -1,559 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,997 shares; 2026Q1: 1,914 shares 1,914 $212K 0.03% -83 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216 shares 216 $211K 0.03% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,494 shares; 2025Q1: 2,614 shares; 2025Q2: 2,644 shares; 2025Q3: 2,110 shares; 2025Q4: 937 shares; 2026Q1: 865 shares 865 $210K 0.03% -72 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,597 shares; 2026Q1: 3,626 shares 3,626 $210K 0.03% +29 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,596 shares 1,596 $209K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 669 shares; 2026Q1: 609 shares 609 $209K 0.03% -60 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810 shares; 2026Q1: 873 shares 873 $206K 0.03% +63 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,562 shares; 2025Q3: 13,913 shares; 2025Q4: 8,459 shares; 2026Q1: 5,863 shares 5,863 $206K 0.03% -2,596 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 620 shares; 2025Q1: 697 shares; 2025Q2: 842 shares; 2025Q3: 815 shares; 2025Q4: 820 shares; 2026Q1: 702 shares 702 $205K 0.03% -118 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,088 shares 1,088 $201K 0.03% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,935 shares; 2025Q3: 18,087 shares; 2025Q4: 21,279 shares; 2026Q1: 11,730 shares 11,730 $165K 0.02% -9,549 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,935 shares; 2026Q1: 10,933 shares 10,933 $126K 0.02% -2 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,307 shares; 2024Q4: 15,365 shares; 2025Q1: 16,207 shares; 2025Q2: 15,517 shares; 2025Q3: 15,442 shares; 2025Q4: 16,553 shares; 2026Q1: 16,634 shares 16,634 $116K 0.01% +81 Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $26.4K <0.01% 0 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,084 shares; 2025Q4: 13,000 shares; 2026Q1: 30,650 shares 30,650 $19.7K <0.01% +17,650 Timeline