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: 137,165 shares; 2024Q4: 135,802 shares; 2025Q1: 137,371 shares; 2025Q2: 130,441 shares; 2025Q3: 133,562 shares; 2025Q4: 136,286 shares; 2026Q1: 140,361 shares 140,361 $45M 30.18% +4,075 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,197 shares; 2024Q4: 322,825 shares; 2025Q1: 342,250 shares; 2025Q2: 349,252 shares; 2025Q3: 378,997 shares; 2025Q4: 400,460 shares; 2026Q1: 416,044 shares 416,044 $30.6M 20.53% +15,584 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,564 shares; 2024Q4: 218,203 shares; 2025Q1: 224,263 shares; 2025Q2: 221,101 shares; 2025Q3: 222,210 shares; 2025Q4: 230,751 shares; 2026Q1: 233,431 shares 233,431 $18M 12.06% +2,680 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: 28,641 shares; 2024Q4: 29,027 shares; 2025Q1: 27,642 shares; 2025Q2: 30,964 shares; 2025Q3: 29,549 shares; 2025Q4: 29,495 shares; 2026Q1: 29,547 shares 29,547 $17.7M 11.83% +52 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: 22,709 shares; 2024Q4: 22,709 shares; 2025Q1: 22,709 shares; 2025Q2: 22,709 shares; 2025Q3: 22,709 shares; 2025Q4: 22,709 shares; 2026Q1: 22,709 shares 22,709 $6.52M 4.37% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,315 shares; 2024Q4: 21,315 shares; 2025Q1: 32,058 shares; 2025Q2: 31,594 shares; 2025Q3: 21,564 shares; 2025Q4: 21,564 shares; 2026Q1: 21,564 shares 21,564 $3.66M 2.45% 0 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: 39,063 shares; 2024Q4: 38,985 shares; 2025Q1: 40,362 shares; 2025Q2: 41,809 shares; 2025Q3: 41,967 shares; 2025Q4: 42,049 shares; 2026Q1: 41,786 shares 41,786 $3.14M 2.1% -263 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: 11,807 shares; 2024Q4: 12,136 shares; 2025Q1: 12,222 shares; 2025Q2: 12,088 shares; 2025Q3: 11,686 shares; 2025Q4: 11,561 shares; 2026Q1: 11,523 shares 11,523 $3.02M 2.02% -38 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: 11,248 shares; 2024Q4: 11,248 shares; 2025Q1: 11,248 shares; 2025Q2: 12,698 shares; 2025Q3: 12,698 shares; 2025Q4: 12,698 shares; 2026Q1: 12,698 shares 12,698 $2.63M 1.76% 0 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: 12,860 shares; 2024Q4: 12,417 shares; 2025Q1: 12,417 shares; 2025Q2: 12,417 shares; 2025Q3: 12,417 shares; 2025Q4: 12,417 shares; 2026Q1: 12,417 shares 12,417 $2.17M 1.45% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $1.96M 1.32% 0 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: 6,895 shares; 2024Q4: 6,829 shares; 2025Q1: 6,830 shares; 2025Q2: 6,831 shares; 2025Q3: 6,832 shares; 2025Q4: 6,833 shares; 2026Q1: 6,834 shares 6,834 $1.73M 1.16% +1 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,005 shares; 2024Q4: 10,005 shares; 2025Q1: 12,005 shares; 2025Q2: 12,105 shares; 2025Q3: 12,105 shares; 2025Q4: 12,105 shares; 2026Q1: 12,105 shares 12,105 $1.46M 0.98% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,702 shares; 2024Q4: 6,050 shares; 2025Q1: 8,050 shares; 2025Q2: 8,050 shares; 2025Q3: 8,050 shares; 2025Q4: 8,050 shares; 2026Q1: 8,050 shares 8,050 $1.25M 0.84% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 12,596 shares; 2025Q3: 12,596 shares; 2025Q4: 12,596 shares; 2026Q1: 12,596 shares 12,596 $1.03M 0.69% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 6,408 shares; 2025Q1: 6,408 shares; 2025Q2: 6,008 shares; 2025Q3: 6,008 shares; 2025Q4: 6,008 shares; 2026Q1: 6,008 shares 6,008 $868K 0.58% 0 Timeline SPTM 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: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $830K 0.56% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 6,248 shares; 2025Q1: 6,248 shares; 2025Q2: 6,248 shares; 2025Q3: 6,248 shares; 2025Q4: 6,248 shares; 2026Q1: 6,248 shares 6,248 $819K 0.55% 0 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $760K 0.51% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,711 shares; 2024Q4: 16,711 shares; 2025Q1: 16,711 shares; 2025Q2: 19,711 shares; 2025Q3: 19,711 shares; 2025Q4: 19,711 shares; 2026Q1: 24,211 shares 24,211 $702K 0.47% +4,500 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: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 1,075 shares 1,075 $515K 0.35% +200 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: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $460K 0.31% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $458K 0.31% 0 Timeline VDE 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $433K 0.29% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $392K 0.26% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $364K 0.24% 0 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: 2,002 shares; 2024Q4: 1,857 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,803 shares; 2025Q4: 1,686 shares; 2026Q1: 1,626 shares 1,626 $316K 0.21% -60 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,856 shares; 2024Q4: 9,856 shares; 2025Q1: 9,856 shares; 2025Q2: 9,856 shares; 2025Q3: 9,856 shares; 2025Q4: 9,856 shares; 2026Q1: 9,856 shares 9,856 $306K 0.21% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $271K 0.18% 0 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: 3,866 shares; 2024Q4: 3,867 shares; 2025Q1: 4,007 shares; 2025Q2: 4,008 shares; 2025Q3: not reported; 2025Q4: 744 shares; 2026Q1: 744 shares 744 $251K 0.17% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares 866 $249K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares 1,010 $247K 0.17% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON 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: 4,590 shares 4,590 $231K 0.15% new Timeline SSO 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: 2,153 shares; 2025Q4: 4,306 shares; 2026Q1: 4,294 shares 4,294 $223K 0.15% -12 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: not reported; 2025Q4: not reported; 2026Q1: 2,232 shares 2,232 $215K 0.14% new 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: 687 shares; 2024Q4: not reported; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687 $214K 0.14% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 2,000 shares 2,000 $202K 0.14% new Timeline