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: 236,374 shares; 2024Q4: 247,411 shares; 2025Q1: 252,563 shares; 2025Q2: 354,949 shares; 2025Q3: 360,660 shares; 2025Q4: 360,592 shares; 2026Q1: 354,998 shares 354,998 $212M 21.01% -5,594 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: 256,382 shares; 2024Q4: 265,422 shares; 2025Q1: 273,361 shares; 2025Q2: 411,678 shares; 2025Q3: 419,701 shares; 2025Q4: 420,303 shares; 2026Q1: 430,220 shares 430,220 $138M 13.67% +9,917 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,608 shares; 2024Q4: 400,993 shares; 2025Q1: 411,004 shares; 2025Q2: 591,032 shares; 2025Q3: 605,884 shares; 2025Q4: 608,152 shares; 2026Q1: 634,181 shares 634,181 $131M 12.93% +26,029 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: 650,314 shares; 2024Q4: 708,019 shares; 2025Q1: 734,574 shares; 2025Q2: 1,118,929 shares; 2025Q3: 1,216,619 shares; 2025Q4: 1,268,372 shares; 2026Q1: 1,327,474 shares 1,327,474 $102M 10.14% +59,102 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: 245,344 shares; 2024Q4: 255,009 shares; 2025Q1: 238,589 shares; 2025Q2: 342,437 shares; 2025Q3: 346,909 shares; 2025Q4: 350,666 shares; 2026Q1: 352,714 shares 352,714 $69.2M 6.86% +2,048 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: 105,608 shares; 2024Q4: 106,388 shares; 2025Q1: 98,569 shares; 2025Q2: 141,219 shares; 2025Q3: 136,106 shares; 2025Q4: 135,137 shares; 2026Q1: 133,001 shares 133,001 $58.1M 5.75% -2,136 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: not reported; 2024Q4: not reported; 2025Q1: 84,561 shares; 2025Q2: 620,673 shares; 2025Q3: 625,914 shares; 2025Q4: 629,379 shares; 2026Q1: 695,356 shares 695,356 $34.7M 3.44% +65,977 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: 460,270 shares; 2024Q4: 1,409,140 shares; 2025Q1: 1,305,567 shares; 2025Q2: 1,279,519 shares; 2025Q3: 1,258,059 shares; 2025Q4: 1,287,531 shares; 2026Q1: 1,256,774 shares 1,256,774 $32.2M 3.19% -30,757 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,144 shares; 2025Q1: 47,468 shares; 2025Q2: 305,954 shares; 2025Q3: 304,369 shares; 2025Q4: 283,444 shares; 2026Q1: 299,562 shares 299,562 $30.3M 3% +16,118 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: 405,898 shares; 2025Q3: 409,885 shares; 2025Q4: 409,676 shares; 2026Q1: 412,183 shares 412,183 $24.5M 2.43% +2,507 Timeline VGLT 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: 339,624 shares; 2025Q3: 348,016 shares; 2025Q4: 353,185 shares; 2026Q1: 355,720 shares 355,720 $19.7M 1.95% +2,535 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: 152,596 shares; 2024Q4: 152,080 shares; 2025Q1: 147,484 shares; 2025Q2: 146,884 shares; 2025Q3: 139,328 shares; 2025Q4: 139,070 shares; 2026Q1: 137,129 shares 137,129 $19.5M 1.93% -1,941 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: 130,292 shares; 2024Q4: 142,884 shares; 2025Q1: 143,776 shares; 2025Q2: 258,850 shares; 2025Q3: 263,867 shares; 2025Q4: 271,329 shares; 2026Q1: 288,377 shares 288,377 $15.6M 1.54% +17,048 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: 225,796 shares; 2024Q4: 472,833 shares; 2025Q1: 456,176 shares; 2025Q2: 442,695 shares; 2025Q3: 454,006 shares; 2025Q4: 503,580 shares; 2026Q1: 503,832 shares 503,832 $12.5M 1.24% +252 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: 872 shares; 2024Q4: 879 shares; 2025Q1: 884 shares; 2025Q2: 61,794 shares; 2025Q3: 62,165 shares; 2025Q4: 62,955 shares; 2026Q1: 63,323 shares 63,323 $9.38M 0.93% +368 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: 1,403 shares; 2024Q4: 1,416 shares; 2025Q1: 1,422 shares; 2025Q2: 40,834 shares; 2025Q3: 41,007 shares; 2025Q4: 41,337 shares; 2026Q1: 41,500 shares 41,500 $8.93M 0.88% +163 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: 91,193 shares; 2024Q4: 82,611 shares; 2025Q1: 78,655 shares; 2025Q2: 80,430 shares; 2025Q3: 80,253 shares; 2025Q4: 75,528 shares; 2026Q1: 76,293 shares 76,293 $6.61M 0.65% +765 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: 60,074 shares; 2024Q4: 240,253 shares; 2025Q1: 240,239 shares; 2025Q2: 240,473 shares; 2025Q3: 224,645 shares; 2025Q4: 224,865 shares; 2026Q1: 224,776 shares 224,776 $6.55M 0.65% -89 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: 58,291 shares; 2024Q4: 183,845 shares; 2025Q1: 178,374 shares; 2025Q2: 180,601 shares; 2025Q3: 175,533 shares; 2025Q4: 186,219 shares; 2026Q1: 185,136 shares 185,136 $5.73M 0.57% -1,083 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: 18,423 shares; 2024Q4: 18,498 shares; 2025Q1: 18,547 shares; 2025Q2: 18,454 shares; 2025Q3: 18,495 shares; 2025Q4: 18,606 shares; 2026Q1: 18,624 shares 18,624 $5.35M 0.53% +18 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: 19,055 shares; 2024Q4: 19,183 shares; 2025Q1: 19,229 shares; 2025Q2: 19,120 shares; 2025Q3: 19,130 shares; 2025Q4: 19,259 shares; 2026Q1: 19,256 shares 19,256 $5.04M 0.5% -3 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: 106,591 shares; 2024Q4: 111,039 shares; 2025Q1: 110,949 shares; 2025Q2: 111,154 shares; 2025Q3: 111,924 shares; 2025Q4: 110,710 shares; 2026Q1: 131,890 shares 131,890 $4.35M 0.43% +21,180 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: 58,589 shares; 2024Q4: 120,247 shares; 2025Q1: 110,997 shares; 2025Q2: 124,698 shares; 2025Q3: 116,860 shares; 2025Q4: 124,799 shares; 2026Q1: 123,836 shares 123,836 $3.6M 0.36% -963 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: 14,195 shares; 2024Q4: 13,432 shares; 2025Q1: 13,299 shares; 2025Q2: 12,156 shares; 2025Q3: 12,151 shares; 2025Q4: 12,198 shares; 2026Q1: 10,511 shares 10,511 $3.09M 0.31% -1,687 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: 16,246 shares; 2024Q4: 16,387 shares; 2025Q1: 16,535 shares; 2025Q2: 16,691 shares; 2025Q3: 16,839 shares; 2025Q4: 16,984 shares; 2026Q1: 17,346 shares 17,346 $2.94M 0.29% +362 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: 30,713 shares; 2024Q4: 101,902 shares; 2025Q1: 103,066 shares; 2025Q2: 104,041 shares; 2025Q3: 106,959 shares; 2025Q4: 107,191 shares; 2026Q1: 107,592 shares 107,592 $2.7M 0.27% +401 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: 19,498 shares; 2024Q4: 17,787 shares; 2025Q1: 17,779 shares; 2025Q2: 17,644 shares; 2025Q3: 17,764 shares; 2025Q4: 17,644 shares; 2026Q1: 17,707 shares 17,707 $2.56M 0.25% +63 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: 12,293 shares; 2024Q4: 10,960 shares; 2025Q1: 11,076 shares; 2025Q2: 10,597 shares; 2025Q3: 10,725 shares; 2025Q4: 10,887 shares; 2026Q1: 10,988 shares 10,988 $2.27M 0.23% +101 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: 98,434 shares; 2024Q4: 98,957 shares; 2025Q1: 98,764 shares; 2025Q2: 91,053 shares; 2025Q3: 42,490 shares; 2025Q4: 42,635 shares; 2026Q1: 42,499 shares 42,499 $2.07M 0.21% -136 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: 22,683 shares; 2024Q4: 22,844 shares; 2025Q1: 22,994 shares; 2025Q2: 23,165 shares; 2025Q3: 23,217 shares; 2025Q4: 23,503 shares; 2026Q1: 23,632 shares 23,632 $1.83M 0.18% +129 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: 16,705 shares; 2024Q4: 16,844 shares; 2025Q1: 16,981 shares; 2025Q2: 17,123 shares; 2025Q3: 17,261 shares; 2025Q4: 17,589 shares; 2026Q1: 17,724 shares 17,724 $1.71M 0.17% +135 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 9,935 shares; 2025Q1: 9,956 shares; 2025Q2: 9,973 shares; 2025Q3: 9,995 shares; 2025Q4: 10,019 shares; 2026Q1: 10,042 shares 10,042 $1.7M 0.17% +23 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: 3,736 shares; 2024Q4: 3,293 shares; 2025Q1: 3,067 shares; 2025Q2: 3,076 shares; 2025Q3: 3,002 shares; 2025Q4: 3,012 shares; 2026Q1: 2,943 shares 2,943 $1.66M 0.16% -69 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: 6,901 shares; 2024Q4: 6,830 shares; 2025Q1: 6,489 shares; 2025Q2: 6,294 shares; 2025Q3: 6,340 shares; 2025Q4: 6,390 shares; 2026Q1: 6,425 shares 6,425 $1.57M 0.16% +35 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: 3,122 shares; 2024Q4: 3,053 shares; 2025Q1: 2,649 shares; 2025Q2: 2,660 shares; 2025Q3: 2,562 shares; 2025Q4: 2,548 shares; 2026Q1: 2,105 shares 2,105 $1.49M 0.15% -443 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: 1,393 shares; 2024Q4: 1,370 shares; 2025Q1: 1,316 shares; 2025Q2: 1,318 shares; 2025Q3: 1,320 shares; 2025Q4: 1,345 shares; 2026Q1: 1,346 shares 1,346 $1.34M 0.13% +1 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: 15,051 shares; 2024Q4: 15,268 shares; 2025Q1: 15,268 shares; 2025Q2: 15,080 shares; 2025Q3: 15,008 shares; 2025Q4: 15,286 shares; 2026Q1: 17,586 shares 17,586 $1.34M 0.13% +2,300 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: 8,892 shares; 2024Q4: 8,964 shares; 2025Q1: 9,028 shares; 2025Q2: 9,095 shares; 2025Q3: 9,159 shares; 2025Q4: 9,217 shares; 2026Q1: 9,273 shares 9,273 $1.29M 0.13% +56 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: 2,249 shares; 2024Q4: 1,538 shares; 2025Q1: 1,540 shares; 2025Q2: 1,543 shares; 2025Q3: 1,546 shares; 2025Q4: 1,472 shares; 2026Q1: 1,343 shares 1,343 $1.24M 0.12% -129 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,086 shares; 2024Q4: 12,516 shares; 2025Q1: 12,550 shares; 2025Q2: 12,603 shares; 2025Q3: 12,645 shares; 2025Q4: 12,693 shares; 2026Q1: 6,760 shares 6,760 $1.23M 0.12% -5,933 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: 1,000 shares; 2024Q4: 997 shares; 2025Q1: 1,000 shares; 2025Q2: 1,003 shares; 2025Q3: 1,006 shares; 2025Q4: 1,860 shares; 2026Q1: 1,861 shares 1,861 $1.22M 0.12% +1 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,822 shares; 2024Q4: 14,155 shares; 2025Q1: 14,435 shares; 2025Q2: 14,435 shares; 2025Q3: 14,747 shares; 2025Q4: 14,747 shares; 2026Q1: 15,056 shares 15,056 $1.1M 0.11% +309 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: 8,225 shares; 2024Q4: 8,269 shares; 2025Q1: 8,313 shares; 2025Q2: 8,361 shares; 2025Q3: 8,404 shares; 2025Q4: 8,447 shares; 2026Q1: 8,504 shares 8,504 $1.1M 0.11% +57 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: 10,518 shares; 2024Q4: 10,604 shares; 2025Q1: 10,678 shares; 2025Q2: 10,759 shares; 2025Q3: 9,379 shares; 2025Q4: 9,435 shares; 2026Q1: 9,484 shares 9,484 $1.08M 0.11% +49 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: 2,490 shares; 2024Q4: 3,034 shares; 2025Q1: 3,234 shares; 2025Q2: 2,690 shares; 2025Q3: 2,690 shares; 2025Q4: 2,690 shares; 2026Q1: 2,690 shares 2,690 $1M 0.1% 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: 3,830 shares; 2024Q4: 3,054 shares; 2025Q1: 3,057 shares; 2025Q2: 4,287 shares; 2025Q3: 3,938 shares; 2025Q4: 3,737 shares; 2026Q1: 3,741 shares 3,741 $949K 0.09% +4 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: 12,384 shares; 2024Q4: 12,384 shares; 2025Q1: 12,412 shares; 2025Q2: 10,190 shares; 2025Q3: 9,263 shares; 2025Q4: 9,704 shares; 2026Q1: 7,425 shares 7,425 $923K 0.09% -2,279 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: 2,469 shares; 2024Q4: 2,483 shares; 2025Q1: 2,498 shares; 2025Q2: 2,513 shares; 2025Q3: 2,315 shares; 2025Q4: 2,326 shares; 2026Q1: 2,339 shares 2,339 $727K 0.07% +13 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,979 shares; 2025Q4: 16,917 shares; 2026Q1: 27,175 shares 27,175 $692K 0.07% +10,258 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: 7,783 shares; 2024Q4: 7,910 shares; 2025Q1: 7,934 shares; 2025Q2: 7,992 shares; 2025Q3: 8,031 shares; 2025Q4: 8,170 shares; 2026Q1: 8,232 shares 8,232 $618K 0.06% +62 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: 1,988 shares; 2024Q4: 1,988 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,819 shares; 2025Q4: 1,392 shares; 2026Q1: 1,223 shares 1,223 $586K 0.06% -169 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,531 shares; 2025Q1: 1,540 shares; 2025Q2: 1,550 shares; 2025Q3: 1,559 shares; 2025Q4: 1,535 shares; 2026Q1: 1,745 shares 1,745 $574K 0.06% +210 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: 1,945 shares; 2024Q4: 1,947 shares; 2025Q1: 1,949 shares; 2025Q2: 1,951 shares; 2025Q3: 1,822 shares; 2025Q4: 1,937 shares; 2026Q1: 1,926 shares 1,926 $554K 0.05% -11 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: 519 shares; 2025Q1: 522 shares; 2025Q2: 524 shares; 2025Q3: 527 shares; 2025Q4: 529 shares; 2026Q1: 515 shares 515 $495K 0.05% -14 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: 491 shares; 2024Q4: 492 shares; 2025Q1: 494 shares; 2025Q2: 495 shares; 2025Q3: 496 shares; 2025Q4: 497 shares; 2026Q1: 498 shares 498 $446K 0.04% +1 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: 2,050 shares; 2024Q4: 2,063 shares; 2025Q1: 2,075 shares; 2025Q2: 2,087 shares; 2025Q3: 2,098 shares; 2025Q4: 2,110 shares; 2026Q1: 2,122 shares 2,122 $392K 0.04% +12 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,734 shares; 2026Q1: 16,828 shares 16,828 $391K 0.04% +6,094 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: 88 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $338K 0.03% 0 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: 1,319 shares; 2024Q4: 1,325 shares; 2025Q1: 1,331 shares; 2025Q2: 1,338 shares; 2025Q3: 1,277 shares; 2025Q4: 1,284 shares; 2026Q1: 1,289 shares 1,289 $305K 0.03% +5 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 2,396 shares; 2025Q1: 2,239 shares; 2025Q2: 2,259 shares; 2025Q3: 2,278 shares; 2025Q4: 2,299 shares; 2026Q1: 2,318 shares 2,318 $303K 0.03% +19 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: 1,751 shares; 2024Q4: 1,759 shares; 2025Q1: 1,765 shares; 2025Q2: 1,773 shares; 2025Q3: 1,552 shares; 2025Q4: 1,485 shares; 2026Q1: 1,496 shares 1,496 $297K 0.03% +11 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: 1,666 shares; 2024Q4: 889 shares; 2025Q1: 892 shares; 2025Q2: 895 shares; 2025Q3: 898 shares; 2025Q4: 902 shares; 2026Q1: 1,186 shares 1,186 $272K 0.03% +284 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: 349 shares; 2024Q4: 350 shares; 2025Q1: 351 shares; 2025Q2: 353 shares; 2025Q3: 415 shares; 2025Q4: 411 shares; 2026Q1: 413 shares 413 $268K 0.03% +2 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 2,133 shares; 2025Q1: 2,144 shares; 2025Q2: 2,153 shares; 2025Q3: 2,159 shares; 2025Q4: 2,164 shares; 2026Q1: 2,170 shares 2,170 $235K 0.02% +6 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 153 shares; 2025Q4: 3,420 shares; 2026Q1: 3,428 shares 3,428 $231K 0.02% +8 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,754 shares; 2025Q3: 3,754 shares; 2025Q4: 3,754 shares; 2026Q1: 3,756 shares 3,756 $223K 0.02% +2 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: 845 shares; 2024Q4: 850 shares; 2025Q1: 855 shares; 2025Q2: 860 shares; 2025Q3: 816 shares; 2025Q4: 821 shares; 2026Q1: 825 shares 825 $200K 0.02% +4 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: 255 shares; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 258 shares; 2025Q4: 269 shares; 2026Q1: 270 shares 270 $197K 0.02% +1 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: 1,839 shares; 2024Q4: 1,856 shares; 2025Q1: 1,874 shares; 2025Q2: 1,892 shares; 2025Q3: 1,911 shares; 2025Q4: 1,931 shares; 2026Q1: 1,950 shares 1,950 $188K 0.02% +19 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: 514 shares; 2024Q4: 516 shares; 2025Q1: 518 shares; 2025Q2: 477 shares; 2025Q3: 479 shares; 2025Q4: 480 shares; 2026Q1: 482 shares 482 $172K 0.02% +2 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: 1,188 shares; 2024Q4: 1,194 shares; 2025Q1: 1,201 shares; 2025Q2: 1,208 shares; 2025Q3: 1,215 shares; 2025Q4: 1,223 shares; 2026Q1: 1,230 shares 1,230 $167K 0.02% +7 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: 1,594 shares; 2024Q4: 1,330 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 663 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $156K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 1,206 shares; 2026Q1: 1,208 shares 1,208 $150K 0.01% +2 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: not reported; 2025Q3: not reported; 2025Q4: 753 shares; 2026Q1: 756 shares 756 $145K 0.01% +3 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: 17,186 shares; 2024Q4: 17,381 shares; 2025Q1: 17,851 shares; 2025Q2: 18,071 shares; 2025Q3: 11,999 shares; 2025Q4: 12,042 shares; 2026Q1: 12,084 shares 12,084 $139K 0.01% +42 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 753 shares; 2025Q1: 760 shares; 2025Q2: 768 shares; 2025Q3: 775 shares; 2025Q4: 782 shares; 2026Q1: 732 shares 732 $133K 0.01% -50 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: 1,473 shares; 2024Q4: 919 shares; 2025Q1: 925 shares; 2025Q2: 932 shares; 2025Q3: 938 shares; 2025Q4: 802 shares; 2026Q1: 807 shares 807 $133K 0.01% +5 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: 352 shares; 2024Q4: 355 shares; 2025Q1: 358 shares; 2025Q2: 360 shares; 2025Q3: 362 shares; 2025Q4: 364 shares; 2026Q1: 367 shares 367 $129K 0.01% +3 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: 931 shares; 2024Q4: 937 shares; 2025Q1: 945 shares; 2025Q2: 953 shares; 2025Q3: 961 shares; 2025Q4: 970 shares; 2026Q1: 977 shares 977 $129K 0.01% +7 Timeline VTWV 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: 747 shares; 2024Q4: 752 shares; 2025Q1: 755 shares; 2025Q2: 758 shares; 2025Q3: 762 shares; 2025Q4: 766 shares; 2026Q1: 769 shares 769 $129K 0.01% +3 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,176 shares 4,176 $127K 0.01% new Timeline EZU 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares 2,019 $126K 0.01% 0 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: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 250 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $114K 0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH 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: not reported; 2025Q3: not reported; 2025Q4: 2,753 shares; 2026Q1: 2,753 shares 2,753 $111K 0.01% 0 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: 2,186 shares; 2024Q4: 2,194 shares; 2025Q1: 2,204 shares; 2025Q2: 2,213 shares; 2025Q3: 2,221 shares; 2025Q4: 2,646 shares; 2026Q1: 2,656 shares 2,656 $109K 0.01% +10 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,074 shares; 2025Q1: 1,082 shares; 2025Q2: 1,092 shares; 2025Q3: 1,102 shares; 2025Q4: 1,110 shares; 2026Q1: 1,118 shares 1,118 $109K 0.01% +8 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 758 shares 758 $108K 0.01% +3 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: 181 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $108K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 340 shares; 2025Q1: 341 shares; 2025Q2: 342 shares; 2025Q3: 343 shares; 2025Q4: 353 shares; 2026Q1: 354 shares 354 $107K 0.01% +1 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: 350 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 353 shares; 2026Q1: 354 shares 354 $107K 0.01% +1 Timeline DGRO 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: 1,446 shares; 2024Q4: 1,455 shares; 2025Q1: 1,462 shares; 2025Q2: 1,470 shares; 2025Q3: 1,517 shares; 2025Q4: 1,488 shares; 2026Q1: 1,495 shares 1,495 $105K 0.01% +7 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 191 shares; 2025Q2: 189 shares; 2025Q3: 195 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $101K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 1,035 shares 1,035 $99.8K 0.01% +7 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: 1,433 shares; 2024Q4: 1,450 shares; 2025Q1: 1,467 shares; 2025Q2: 1,482 shares; 2025Q3: 1,497 shares; 2025Q4: 3,365 shares; 2026Q1: 3,338 shares 3,338 $96.8K 0.01% -27 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 642 shares; 2025Q2: 649 shares; 2025Q3: 600 shares; 2025Q4: 598 shares; 2026Q1: 608 shares 608 $94.5K 0.01% +10 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: 6,138 shares; 2024Q4: 4,992 shares; 2025Q1: 5,078 shares; 2025Q2: 5,156 shares; 2025Q3: 5,237 shares; 2025Q4: 2,682 shares; 2026Q1: 1,838 shares 1,838 $92.3K 0.01% -844 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 814 shares; 2025Q1: 799 shares; 2025Q2: 772 shares; 2025Q3: 735 shares; 2025Q4: 1,482 shares; 2026Q1: 1,491 shares 1,491 $91.4K 0.01% +9 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $87.6K 0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,272 shares; 2026Q1: 3,294 shares 3,294 $86.6K 0.01% +22 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 728 shares; 2025Q1: 733 shares; 2025Q2: 739 shares; 2025Q3: 746 shares; 2025Q4: 752 shares; 2026Q1: 758 shares 758 $85.8K 0.01% +6 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: 4,166 shares; 2024Q4: 4,189 shares; 2025Q1: 2,592 shares; 2025Q2: 2,608 shares; 2025Q3: 2,623 shares; 2025Q4: 2,641 shares; 2026Q1: 999 shares 999 $85.1K 0.01% -1,642 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: 2,025 shares; 2024Q4: 2,060 shares; 2025Q1: 2,092 shares; 2025Q2: 2,127 shares; 2025Q3: 2,163 shares; 2025Q4: 2,200 shares; 2026Q1: 2,233 shares 2,233 $84.5K 0.01% +33 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: 621 shares; 2024Q4: 625 shares; 2025Q1: 630 shares; 2025Q2: 636 shares; 2025Q3: 659 shares; 2025Q4: 691 shares; 2026Q1: 696 shares 696 $83.7K 0.01% +5 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: 1,412 shares; 2024Q4: 1,430 shares; 2025Q1: 1,449 shares; 2025Q2: 1,467 shares; 2025Q3: 1,485 shares; 2025Q4: 1,502 shares; 2026Q1: 1,519 shares 1,519 $82.2K 0.01% +17 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: 1,007 shares; 2024Q4: 1,013 shares; 2025Q1: 1,018 shares; 2025Q2: 1,026 shares; 2025Q3: 889 shares; 2025Q4: 895 shares; 2026Q1: 901 shares 901 $80.7K 0.01% +6 Timeline IWP 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: 625 shares; 2024Q4: 626 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 629 shares 629 $80.5K 0.01% +1 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: 1,158 shares; 2024Q4: 1,159 shares; 2025Q1: 1,160 shares; 2025Q2: 1,162 shares; 2025Q3: 1,065 shares; 2025Q4: 261 shares; 2026Q1: 257 shares 257 $73.7K 0.01% -4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 937 shares; 2025Q1: 949 shares; 2025Q2: 960 shares; 2025Q3: 971 shares; 2025Q4: 982 shares; 2026Q1: 1,193 shares 1,193 $73.7K 0.01% +211 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $72.6K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 319 shares; 2025Q1: 321 shares; 2025Q2: 324 shares; 2025Q3: 326 shares; 2025Q4: 329 shares; 2026Q1: 331 shares 331 $68.8K 0.01% +2 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 793 shares; 2025Q1: 796 shares; 2025Q2: 799 shares; 2025Q3: 802 shares; 2025Q4: 805 shares; 2026Q1: 808 shares 808 $68.6K 0.01% +3 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: 77 shares; 2024Q4: 89 shares; 2025Q1: 75 shares; 2025Q2: 72 shares; 2025Q3: 116 shares; 2025Q4: 110 shares; 2026Q1: 109 shares 109 $62.9K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192 shares; 2026Q1: 193 shares 193 $59.7K 0.01% +1 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 820 shares; 2025Q1: 822 shares; 2025Q2: 824 shares; 2025Q3: 826 shares; 2025Q4: 828 shares; 2026Q1: 830 shares 830 $58.9K 0.01% +2 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: 144 shares; 2024Q4: 145 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 147 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $57.5K 0.01% 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: 558 shares; 2024Q4: 560 shares; 2025Q1: 562 shares; 2025Q2: 565 shares; 2025Q3: 567 shares; 2025Q4: 427 shares; 2026Q1: 429 shares 429 $56.2K 0.01% +2 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,641 shares; 2025Q1: 3,676 shares; 2025Q2: 3,714 shares; 2025Q3: 3,507 shares; 2025Q4: 3,538 shares; 2026Q1: 3,570 shares 3,570 $55.9K 0.01% +32 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: 216 shares; 2024Q4: 217 shares; 2025Q1: 219 shares; 2025Q2: 220 shares; 2025Q3: 222 shares; 2025Q4: 223 shares; 2026Q1: 224 shares 224 $54.4K 0.01% +1 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: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $53.4K 0.01% new Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 515 shares; 2025Q1: 518 shares; 2025Q2: 521 shares; 2025Q3: 524 shares; 2025Q4: 526 shares; 2026Q1: 529 shares 529 $52.6K 0.01% +3 Timeline ACTU ACTUATE THERAPEUTICS INC More: the full row for ACTUATE THERAPEUTICS 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: 19,028 shares; 2025Q3: 19,028 shares; 2025Q4: 19,028 shares; 2026Q1: 19,028 shares 19,028 $52.1K 0.01% 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: 280 shares; 2024Q4: 428 shares; 2025Q1: 416 shares; 2025Q2: 281 shares; 2025Q3: 290 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $49.1K <0.01% 0 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156 $49K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 545 shares; 2025Q1: 550 shares; 2025Q2: 555 shares; 2025Q3: 561 shares; 2025Q4: 295 shares; 2026Q1: 453 shares 453 $46.9K <0.01% +158 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: 345 shares 345 $45.2K <0.01% new Timeline JPMORGAN CHASE FINANCIAL CO… JPMORGAN CHASE FINANCIAL COMPANY … More: the full row for JPMORGAN CHASE FINANCIAL COMPANY LLC 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: 30,000 shares; 2026Q1: 30,000 shares 30,000 $44K <0.01% 0 DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 954 shares; 2025Q1: 972 shares; 2025Q2: 995 shares; 2025Q3: 1,009 shares; 2025Q4: 1,023 shares; 2026Q1: 1,033 shares 1,033 $43K <0.01% +10 Timeline ATOM ATOMERA INC More: the full row for ATOMERA 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: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $40K <0.01% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 446 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 445 shares 445 $40K <0.01% +1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 111 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $40K <0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 531 shares; 2025Q1: 535 shares; 2025Q2: 538 shares; 2025Q3: 578 shares; 2025Q4: 547 shares; 2026Q1: 1,452 shares 1,452 $38.9K <0.01% +905 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 186 shares 186 $38.8K <0.01% +1 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: 208 shares; 2024Q4: 212 shares; 2025Q1: 213 shares; 2025Q2: 215 shares; 2025Q3: 216 shares; 2025Q4: 218 shares; 2026Q1: 219 shares 219 $38K <0.01% +1 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: 246 shares; 2024Q4: 247 shares; 2025Q1: 248 shares; 2025Q2: 249 shares; 2025Q3: 250 shares; 2025Q4: 251 shares; 2026Q1: 252 shares 252 $37K <0.01% +1 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,529 shares; 2025Q1: 2,544 shares; 2025Q2: 2,561 shares; 2025Q3: 816 shares; 2025Q4: 823 shares; 2026Q1: 1,335 shares 1,335 $35.3K <0.01% +512 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: 4,126 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 784 shares 784 $34.6K <0.01% 0 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: 1,377 shares; 2024Q4: 713 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $33.7K <0.01% 0 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: 376 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $33K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $32.7K <0.01% 0 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 164 shares 164 $32.5K <0.01% +10 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,952 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 2,952 shares; 2025Q4: 2,952 shares; 2026Q1: 2,952 shares 2,952 $32.2K <0.01% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 307 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $30.4K <0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,217 shares; 2025Q1: 1,076 shares; 2025Q2: 934 shares; 2025Q3: 780 shares; 2025Q4: 624 shares; 2026Q1: 627 shares 627 $30.4K <0.01% +3 Timeline RNTX REIN THERAPEUTICS INC More: the full row for REIN THERAPEUTICS 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: 22,389 shares; 2025Q3: 22,389 shares; 2025Q4: 22,389 shares; 2026Q1: 22,389 shares 22,389 $29.1K <0.01% 0 Timeline MORGAN STANLEY FINANCE LLC.… MORGAN STANLEY FINANCE LLC. ISIN … More: the full row for MORGAN STANLEY FINANCE LLC. ISIN US61774XS463 DUE 05/26/2028 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: 18,000 shares; 2026Q1: 18,000 shares 18,000 $28.4K <0.01% 0 DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 372 shares; 2025Q1: 373 shares; 2025Q2: 374 shares; 2025Q3: 375 shares; 2025Q4: 376 shares; 2026Q1: 377 shares 377 $26.8K <0.01% +1 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 263 shares; 2025Q1: 266 shares; 2025Q2: 268 shares; 2025Q3: 270 shares; 2025Q4: 273 shares; 2026Q1: 277 shares 277 $26.7K <0.01% +4 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: 127 shares; 2024Q4: 128 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 131 shares 131 $25.2K <0.01% +1 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: 159 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 92 shares; 2026Q1: 93 shares 93 $25K <0.01% +1 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 236 shares; 2025Q1: 216 shares; 2025Q2: 220 shares; 2025Q3: 255 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $21.8K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 284 shares; 2025Q1: 287 shares; 2025Q2: 291 shares; 2025Q3: 294 shares; 2025Q4: 297 shares; 2026Q1: 301 shares 301 $20.8K <0.01% +4 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: 89 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 91 shares; 2025Q3: 92 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $20.3K <0.01% 0 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,146 shares; 2025Q2: 1,149 shares; 2025Q3: 1,152 shares; 2025Q4: 1,156 shares; 2026Q1: 1,161 shares 1,161 $20.1K <0.01% +5 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $18.9K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183 shares; 2025Q1: 184 shares; 2025Q2: 186 shares; 2025Q3: 161 shares; 2025Q4: 162 shares; 2026Q1: 263 shares 263 $18.6K <0.01% +101 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 462 shares; 2025Q1: 464 shares; 2025Q2: 466 shares; 2025Q3: 468 shares; 2025Q4: 470 shares; 2026Q1: 473 shares 473 $18.4K <0.01% +3 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $17.9K <0.01% 0 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 56 shares; 2026Q1: 24 shares 24 $16.5K <0.01% -32 Timeline JPMORGAN CHASE FINANCIAL CO… JPMORGAN CHASE FINANCIAL CO LLC I… More: the full row for JPMORGAN CHASE FINANCIAL CO LLC ISIN US48135TRA33 DUE 08/31/2028 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: 14,000 shares; 2026Q1: 14,000 shares 14,000 $16.2K <0.01% 0 JPMORGAN CHASE FINANCIAL CO… JPMORGAN CHASE FINANCIAL CO LLC I… More: the full row for JPMORGAN CHASE FINANCIAL CO LLC ISIN US48135TQZ92 DUE 09/01/2027 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: 14,000 shares; 2026Q1: 14,000 shares 14,000 $16K <0.01% 0 UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,660 shares; 2025Q1: 6,751 shares; 2025Q2: 6,864 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 162 shares 162 $15.9K <0.01% +140 Timeline RPG 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: 569 shares; 2024Q4: 569 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 315 shares 315 $14.7K <0.01% -256 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: 2,200 shares; 2024Q4: 594 shares; 2025Q1: 597 shares; 2025Q2: 435 shares; 2025Q3: 269 shares; 2025Q4: 271 shares; 2026Q1: 273 shares 273 $14.4K <0.01% +2 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $14.4K <0.01% 0 Timeline RPV 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: 239 shares; 2024Q4: 241 shares; 2025Q1: 242 shares; 2025Q2: 244 shares; 2025Q3: 246 shares; 2025Q4: 247 shares; 2026Q1: 131 shares 131 $14.1K <0.01% -116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83 shares; 2025Q4: 84 shares; 2026Q1: 85 shares 85 $14K <0.01% +1 Timeline JPMORGAN CHASE FINANCIAL CO… JPMORGAN CHASE FINANCIAL COMPANY … More: the full row for JPMORGAN CHASE FINANCIAL COMPANY LLC ISIN US48133WUA43 DUE 05/27/2027 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $13.6K <0.01% 0 HDV 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: 96 shares; 2026Q1: 97 shares 97 $13.1K <0.01% +1 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $12.2K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $12.1K <0.01% new 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: 22 shares; 2026Q1: 22 shares 22 $12.1K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $11.8K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $11.3K <0.01% 0 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares; 2026Q1: 2,712 shares 2,712 $10.7K <0.01% 0 Timeline IFRA 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: 178 shares; 2026Q1: 179 shares 179 $10.2K <0.01% +1 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares 270 $10K <0.01% new 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: 362 shares; 2026Q1: 362 shares 362 $9.94K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72 shares 72 $9.58K <0.01% new 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: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $9.36K <0.01% 0 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: 426 shares; 2024Q4: 399 shares; 2025Q1: 140 shares; 2025Q2: 141 shares; 2025Q3: 142 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $9.28K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $9.26K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 125 shares 125 $8.16K <0.01% new Timeline CLIR CLEARSIGN TECHNOLOGIES CORP More: the full row for CLEARSIGN TECHNOLOGIES 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: 1,802 shares 1,802 $7.86K <0.01% new Timeline IMCV 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: 261 shares; 2024Q4: 263 shares; 2025Q1: 264 shares; 2025Q2: 266 shares; 2025Q3: 267 shares; 2025Q4: 269 shares; 2026Q1: 92 shares 92 $7.84K <0.01% -177 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 81 shares; 2026Q1: 81 shares 81 $7.62K <0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $7.32K <0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 997 shares 997 $7.24K <0.01% -3 Timeline IJK 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: 153 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 155 shares; 2026Q1: 71 shares 71 $7.12K <0.01% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $7.05K <0.01% 0 Timeline FELV 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: 196 shares; 2024Q4: 197 shares; 2025Q1: 198 shares; 2025Q2: 199 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 201 shares 201 $7.03K <0.01% +1 Timeline APTOF APTOSE BIOSCIENCES INC COM NO More: the full row for APTOSE BIOSCIENCES INC COM NO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 4,206 shares; 2025Q3: 4,206 shares; 2025Q4: 4,206 shares; 2026Q1: 4,206 shares 4,206 $7.02K <0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $6.84K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $6.67K <0.01% 0 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: 7 shares; 2026Q1: 7 shares 7 $6.06K <0.01% 0 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: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $5.74K <0.01% 0 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: 1,161 shares; 2024Q4: 1,180 shares; 2025Q1: 1,199 shares; 2025Q2: 1,220 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197 shares 197 $5.53K <0.01% new Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $5.11K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $4.83K <0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $4.72K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: 40 shares; 2026Q1: 40 shares 40 $4.71K <0.01% 0 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: 16 shares; 2026Q1: 16 shares 16 $4.7K <0.01% 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: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $4.68K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $4.4K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $4.38K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 184 shares; 2025Q1: 185 shares; 2025Q2: 186 shares; 2025Q3: 187 shares; 2025Q4: 209 shares; 2026Q1: 21 shares 21 $4.38K <0.01% -188 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $4.26K <0.01% 0 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $3.67K <0.01% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $3.34K <0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.62K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 218 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76 shares 76 $2.32K <0.01% 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: 203 shares; 2024Q4: 205 shares; 2025Q1: 206 shares; 2025Q2: 208 shares; 2025Q3: 134 shares; 2025Q4: 73 shares; 2026Q1: 74 shares 74 $2.12K <0.01% +1 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $1.83K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 20 shares; 2026Q1: 20 shares 20 $1.52K <0.01% 0 Timeline CUE CUE BIOPHARMA INC More: the full row for CUE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $1.38K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: 24 shares 24 $324 <0.01% new Timeline HNATF PRIMARY HYDROGEN CORP COM NEW More: the full row for PRIMARY HYDROGEN CORP COM 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: 192 shares 192 $175 <0.01% new Timeline RMR RMR GROUP INC More: the full row for RMR 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: 8 shares 8 $124 <0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 3 shares 3 $108 <0.01% new Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $72 <0.01% 0 Timeline INTK INDUSTRIAL NANOTECH INC More: the full row for INDUSTRIAL NANOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,636 shares; 2024Q4: 30,636 shares; 2025Q1: 30,636 shares; 2025Q2: 30,636 shares; 2025Q3: 30,636 shares; 2025Q4: 15,050 shares; 2026Q1: 15,050 shares 15,050 $0 0% 0 Value filed as zero, left out of ratios. Timeline ENDRA LIFE SCIENCES INC WT … ENDRA LIFE SCIENCES INC WT EXP 05… More: the full row for ENDRA LIFE SCIENCES INC WT EXP 05/02/28 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: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $0 0% 0 Value filed as zero, left out of ratios. GAIN THERAPEUTICS INC WT EX… GAIN THERAPEUTICS INC WT EXP 11/2… More: the full row for GAIN THERAPEUTICS INC WT EXP 11/24/28 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: 7,481 shares; 2025Q3: 7,481 shares; 2025Q4: 7,481 shares; 2026Q1: 7,481 shares 7,481 $0 0% 0 Value filed as zero, left out of ratios. MODULAR MED INC WT EXP 05/1… MODULAR MED INC WT EXP 05/15/28 More: the full row for MODULAR MED INC WT EXP 05/15/28 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $0 0% 0 Value filed as zero, left out of ratios. MOVANO INC WT EXP 01/31/28 MOVANO INC WT EXP 01/31/28 More: the full row for MOVANO INC WT EXP 01/31/28 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: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares 8,900 $0 0% 0 Value filed as zero, left out of ratios. RENOVORX INC WTS SER A EXP … RENOVORX INC WTS SER A EXP EXP 04… More: the full row for RENOVORX INC WTS SER A EXP EXP 04/11/2029 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: 53,284 shares; 2025Q3: 53,284 shares; 2025Q4: 53,284 shares; 2026Q1: 53,284 shares 53,284 $0 0% 0 Value filed as zero, left out of ratios. APTOSE BIOSCIENCES, INC. WT… APTOSE BIOSCIENCES, INC. WT, $0.2… More: the full row for APTOSE BIOSCIENCES, INC. WT, $0.25, DUE EXP 11/25/2029 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: 62,500 shares; 2025Q3: 62,500 shares; 2025Q4: 62,500 shares; 2026Q1: 62,500 shares 62,500 $0 0% 0 Value filed as zero, left out of ratios. APTOSE BIOSCIENCES, INC. WT… APTOSE BIOSCIENCES, INC. WT, $1.7… More: the full row for APTOSE BIOSCIENCES, INC. WT, $1.71, DUE EXP 01/30/2029 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,390 shares; 2025Q3: 23,390 shares; 2025Q4: 23,390 shares; 2026Q1: 23,390 shares 23,390 $0 0% 0 Value filed as zero, left out of ratios. AQUA METALS INC WT EXP 05/0… AQUA METALS INC WT EXP 05/07/29 More: the full row for AQUA METALS INC WT EXP 05/07/29 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: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $0 0% 0 Value filed as zero, left out of ratios. RENOVORX INC WTS SER B EXP … RENOVORX INC WTS SER B EXP 04/11/… More: the full row for RENOVORX INC WTS SER B EXP 04/11/26 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: 26,642 shares; 2025Q3: 26,642 shares; 2025Q4: 26,642 shares; 2026Q1: 26,642 shares 26,642 $0 0% 0 Value filed as zero, left out of ratios.