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: 3,488,809 shares; 2024Q4: 3,407,552 shares; 2025Q1: 3,345,115 shares; 2025Q2: 3,264,370 shares; 2025Q3: 3,232,261 shares; 2025Q4: 3,151,629 shares; 2026Q1: 3,126,995 shares 3,126,995 $545M 8.57% -24,634 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: 1,065,244 shares; 2024Q4: 1,071,668 shares; 2025Q1: 1,057,456 shares; 2025Q2: 1,074,902 shares; 2025Q3: 1,072,750 shares; 2025Q4: 1,068,348 shares; 2026Q1: 1,101,275 shares 1,101,275 $279M 4.39% +32,927 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: 302,324 shares; 2024Q4: 304,061 shares; 2025Q1: 304,114 shares; 2025Q2: 306,654 shares; 2025Q3: 305,040 shares; 2025Q4: 305,206 shares; 2026Q1: 305,877 shares 305,877 $200M 3.14% +671 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: 604,538 shares; 2024Q4: 622,750 shares; 2025Q1: 634,245 shares; 2025Q2: 663,975 shares; 2025Q3: 663,224 shares; 2025Q4: 663,841 shares; 2026Q1: 670,528 shares 670,528 $193M 3.03% +6,687 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: 445,186 shares; 2024Q4: 455,268 shares; 2025Q1: 462,410 shares; 2025Q2: 469,213 shares; 2025Q3: 467,248 shares; 2025Q4: 473,004 shares; 2026Q1: 497,812 shares 497,812 $184M 2.89% +24,808 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: 190,047 shares; 2024Q4: 190,471 shares; 2025Q1: 189,111 shares; 2025Q2: 190,276 shares; 2025Q3: 190,812 shares; 2025Q4: 189,819 shares; 2026Q1: 188,371 shares 188,371 $173M 2.72% -1,448 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308,566 shares; 2024Q4: 2,431,678 shares; 2025Q1: 2,529,427 shares; 2025Q2: 2,655,067 shares; 2025Q3: 2,757,420 shares; 2025Q4: 2,913,609 shares; 2026Q1: 3,130,128 shares 3,130,128 $159M 2.5% +216,519 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: 519,772 shares; 2024Q4: 522,296 shares; 2025Q1: 496,785 shares; 2025Q2: 516,196 shares; 2025Q3: 497,513 shares; 2025Q4: 480,662 shares; 2026Q1: 477,192 shares 477,192 $148M 2.32% -3,470 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275,943 shares; 2024Q4: 1,260,911 shares; 2025Q1: 1,236,800 shares; 2025Q2: 1,207,932 shares; 2025Q3: 1,171,288 shares; 2025Q4: 1,160,528 shares; 2026Q1: 1,154,700 shares 1,154,700 $144M 2.27% -5,828 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: 566,496 shares; 2024Q4: 585,909 shares; 2025Q1: 599,159 shares; 2025Q2: 606,742 shares; 2025Q3: 619,787 shares; 2025Q4: 633,493 shares; 2026Q1: 673,764 shares 673,764 $140M 2.2% +40,271 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192,883 shares; 2024Q4: 1,221,306 shares; 2025Q1: 1,252,223 shares; 2025Q2: 1,285,599 shares; 2025Q3: 1,289,642 shares; 2025Q4: 1,306,463 shares; 2026Q1: 1,350,641 shares 1,350,641 $131M 2.06% +44,178 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: 418,320 shares; 2024Q4: 417,182 shares; 2025Q1: 411,906 shares; 2025Q2: 410,131 shares; 2025Q3: 407,339 shares; 2025Q4: 399,413 shares; 2026Q1: 394,136 shares 394,136 $116M 1.82% -5,277 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: 189,923 shares; 2024Q4: 191,258 shares; 2025Q1: 195,097 shares; 2025Q2: 200,452 shares; 2025Q3: 195,699 shares; 2025Q4: 195,972 shares; 2026Q1: 200,354 shares 200,354 $115M 1.8% +4,382 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: 835,913 shares; 2024Q4: 844,600 shares; 2025Q1: 848,748 shares; 2025Q2: 852,733 shares; 2025Q3: 855,945 shares; 2025Q4: 872,745 shares; 2026Q1: 880,273 shares 880,273 $109M 1.72% +7,528 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,502,826 shares; 2024Q4: 2,521,496 shares; 2025Q1: 2,565,371 shares; 2025Q2: 2,592,515 shares; 2025Q3: 2,516,853 shares; 2025Q4: 2,494,516 shares; 2026Q1: 2,474,953 shares 2,474,953 $108M 1.7% -19,563 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: 152,465 shares; 2024Q4: 158,434 shares; 2025Q1: 158,692 shares; 2025Q2: 158,132 shares; 2025Q3: 158,968 shares; 2025Q4: 157,557 shares; 2026Q1: 161,416 shares 161,416 $105M 1.65% +3,859 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,956,465 shares; 2025Q4: 1,997,360 shares; 2026Q1: 2,094,830 shares 2,094,830 $104M 1.63% +97,470 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: 409,821 shares; 2024Q4: 411,135 shares; 2025Q1: 413,109 shares; 2025Q2: 421,479 shares; 2025Q3: 414,149 shares; 2025Q4: 415,327 shares; 2026Q1: 421,257 shares 421,257 $91.6M 1.44% +5,930 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425,054 shares; 2024Q4: 1,560,592 shares; 2025Q1: 1,680,494 shares; 2025Q2: 1,759,213 shares; 2025Q3: 1,810,246 shares; 2025Q4: 1,946,936 shares; 2026Q1: 2,061,290 shares 2,061,290 $91.1M 1.43% +114,354 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,060 shares; 2024Q4: 170,345 shares; 2025Q1: 169,802 shares; 2025Q2: 171,719 shares; 2025Q3: 170,272 shares; 2025Q4: 176,207 shares; 2026Q1: 180,138 shares 180,138 $90M 1.41% +3,931 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: 655,248 shares; 2024Q4: 664,801 shares; 2025Q1: 683,704 shares; 2025Q2: 673,534 shares; 2025Q3: 679,188 shares; 2025Q4: 686,681 shares; 2026Q1: 695,134 shares 695,134 $86.4M 1.36% +8,453 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: 93,652 shares; 2024Q4: 93,600 shares; 2025Q1: 95,246 shares; 2025Q2: 97,763 shares; 2025Q3: 97,870 shares; 2025Q4: 98,163 shares; 2026Q1: 99,453 shares 99,453 $84.1M 1.32% +1,290 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: 299,099 shares; 2024Q4: 301,750 shares; 2025Q1: 299,314 shares; 2025Q2: 302,168 shares; 2025Q3: 302,892 shares; 2025Q4: 380,127 shares; 2026Q1: 460,477 shares 460,477 $66.5M 1.04% +80,350 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: 70,347 shares; 2024Q4: 77,324 shares; 2025Q1: 105,747 shares; 2025Q2: 116,727 shares; 2025Q3: 120,540 shares; 2025Q4: 125,602 shares; 2026Q1: 127,788 shares 127,788 $61.2M 0.96% +2,186 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: 113,170 shares; 2024Q4: 111,376 shares; 2025Q1: 111,742 shares; 2025Q2: 114,349 shares; 2025Q3: 114,440 shares; 2025Q4: 116,662 shares; 2026Q1: 123,234 shares 123,234 $56.8M 0.89% +6,572 Timeline AVLV 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: 345,841 shares; 2024Q4: 437,665 shares; 2025Q1: 534,700 shares; 2025Q2: 558,229 shares; 2025Q3: 602,078 shares; 2025Q4: 647,157 shares; 2026Q1: 700,094 shares 700,094 $56.4M 0.89% +52,937 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: 131,347 shares; 2024Q4: 147,581 shares; 2025Q1: 165,234 shares; 2025Q2: 175,808 shares; 2025Q3: 190,572 shares; 2025Q4: 207,797 shares; 2026Q1: 219,654 shares 219,654 $51.9M 0.82% +11,857 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: 236,183 shares; 2024Q4: 240,740 shares; 2025Q1: 240,188 shares; 2025Q2: 243,962 shares; 2025Q3: 244,538 shares; 2025Q4: 247,520 shares; 2026Q1: 246,569 shares 246,569 $51M 0.8% -951 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: 281,445 shares; 2024Q4: 279,816 shares; 2025Q1: 288,192 shares; 2025Q2: 295,652 shares; 2025Q3: 282,446 shares; 2025Q4: 290,509 shares; 2026Q1: 290,693 shares 290,693 $49.3M 0.77% +184 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 127,559 shares; 2025Q1: 185,907 shares; 2025Q2: 212,274 shares; 2025Q3: 220,334 shares; 2025Q4: 231,314 shares; 2026Q1: 243,403 shares 243,403 $48.4M 0.76% +12,089 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,069 shares; 2024Q4: 321,652 shares; 2025Q1: 356,772 shares; 2025Q2: 443,775 shares; 2025Q3: 484,375 shares; 2025Q4: 493,799 shares; 2026Q1: 544,563 shares 544,563 $48.3M 0.76% +50,764 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: 68,575 shares; 2024Q4: 70,400 shares; 2025Q1: 68,462 shares; 2025Q2: 69,125 shares; 2025Q3: 68,500 shares; 2025Q4: 69,315 shares; 2026Q1: 67,913 shares 67,913 $48.1M 0.76% -1,402 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: 356,273 shares; 2024Q4: 341,990 shares; 2025Q1: 371,526 shares; 2025Q2: 369,889 shares; 2025Q3: 367,399 shares; 2025Q4: 367,276 shares; 2026Q1: 376,892 shares 376,892 $45.3M 0.71% +9,616 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,074 shares; 2024Q4: 284,779 shares; 2025Q1: 286,379 shares; 2025Q2: 295,848 shares; 2025Q3: 289,521 shares; 2025Q4: 290,762 shares; 2026Q1: 293,371 shares 293,371 $43.2M 0.68% +2,609 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: 115,259 shares; 2024Q4: 129,781 shares; 2025Q1: 140,293 shares; 2025Q2: 152,988 shares; 2025Q3: 153,995 shares; 2025Q4: 167,732 shares; 2026Q1: 176,864 shares 176,864 $40M 0.63% +9,132 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: 207,774 shares; 2024Q4: 214,919 shares; 2025Q1: 231,815 shares; 2025Q2: 231,732 shares; 2025Q3: 245,360 shares; 2025Q4: 371,188 shares; 2026Q1: 350,326 shares 350,326 $38.9M 0.61% -20,862 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: 156,555 shares; 2024Q4: 158,109 shares; 2025Q1: 158,142 shares; 2025Q2: 157,760 shares; 2025Q3: 157,431 shares; 2025Q4: 156,454 shares; 2026Q1: 156,217 shares 156,217 $37.9M 0.59% -237 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: 157,390 shares; 2024Q4: 153,384 shares; 2025Q1: 150,664 shares; 2025Q2: 150,795 shares; 2025Q3: 150,206 shares; 2025Q4: 151,770 shares; 2026Q1: 152,555 shares 152,555 $37.3M 0.59% +785 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 642,212 shares; 2025Q1: 759,773 shares; 2025Q2: 901,247 shares; 2025Q3: 938,148 shares; 2025Q4: 996,148 shares; 2026Q1: 1,212,165 shares 1,212,165 $37.2M 0.58% +216,017 Timeline AVUV 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: 249,491 shares; 2024Q4: 271,199 shares; 2025Q1: 292,954 shares; 2025Q2: 319,398 shares; 2025Q3: 324,002 shares; 2025Q4: 323,830 shares; 2026Q1: 332,823 shares 332,823 $36.8M 0.58% +8,993 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: 471,076 shares; 2024Q4: 467,047 shares; 2025Q1: 452,148 shares; 2025Q2: 445,271 shares; 2025Q3: 439,697 shares; 2025Q4: 420,921 shares; 2026Q1: 470,398 shares 470,398 $36.5M 0.57% +49,477 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,370 shares; 2024Q4: 53,481 shares; 2025Q1: 54,177 shares; 2025Q2: 57,570 shares; 2025Q3: 57,329 shares; 2025Q4: 58,071 shares; 2026Q1: 58,931 shares 58,931 $35.6M 0.56% +860 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: 455,319 shares; 2024Q4: 457,023 shares; 2025Q1: 456,259 shares; 2025Q2: 457,179 shares; 2025Q3: 454,936 shares; 2025Q4: 457,958 shares; 2026Q1: 458,426 shares 458,426 $34.9M 0.55% +468 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: 115,274 shares; 2024Q4: 114,127 shares; 2025Q1: 114,324 shares; 2025Q2: 119,734 shares; 2025Q3: 119,397 shares; 2025Q4: 120,181 shares; 2026Q1: 119,211 shares 119,211 $34.2M 0.54% -970 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: 126,748 shares; 2024Q4: 127,062 shares; 2025Q1: 126,778 shares; 2025Q2: 105,481 shares; 2025Q3: 96,971 shares; 2025Q4: 90,761 shares; 2026Q1: 109,596 shares 109,596 $34.1M 0.53% +18,835 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,538 shares; 2024Q4: 24,612 shares; 2025Q1: 23,868 shares; 2025Q2: 23,653 shares; 2025Q3: 77,909 shares; 2025Q4: 107,868 shares; 2026Q1: 126,273 shares 126,273 $33.6M 0.53% +18,405 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: 129,582 shares; 2024Q4: 129,664 shares; 2025Q1: 132,567 shares; 2025Q2: 136,338 shares; 2025Q3: 134,846 shares; 2025Q4: 132,850 shares; 2026Q1: 136,268 shares 136,268 $33.1M 0.52% +3,418 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: 140,295 shares; 2024Q4: 139,404 shares; 2025Q1: 143,072 shares; 2025Q2: 144,252 shares; 2025Q3: 141,379 shares; 2025Q4: 142,126 shares; 2026Q1: 142,760 shares 142,760 $29.6M 0.46% +634 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: 223,414 shares; 2024Q4: 225,675 shares; 2025Q1: 246,937 shares; 2025Q2: 259,843 shares; 2025Q3: 261,107 shares; 2025Q4: 263,571 shares; 2026Q1: 259,102 shares 259,102 $29.4M 0.46% -4,469 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,370 shares; 2024Q4: 232,452 shares; 2025Q1: 259,523 shares; 2025Q2: 285,444 shares; 2025Q3: 285,274 shares; 2025Q4: 290,074 shares; 2026Q1: 302,900 shares 302,900 $28.1M 0.44% +12,826 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,626 shares; 2024Q4: 30,998 shares; 2025Q1: 53,367 shares; 2025Q2: 55,382 shares; 2025Q3: 60,041 shares; 2025Q4: 130,662 shares; 2026Q1: 263,159 shares 263,159 $28M 0.44% +132,497 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,040 shares; 2024Q4: 187,344 shares; 2025Q1: 192,203 shares; 2025Q2: 190,355 shares; 2025Q3: 314,315 shares; 2025Q4: 319,813 shares; 2026Q1: 337,553 shares 337,553 $27M 0.42% +17,740 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,448 shares; 2025Q1: 3,101 shares; 2025Q2: 3,249 shares; 2025Q3: 3,307 shares; 2025Q4: 59,674 shares; 2026Q1: 83,905 shares 83,905 $26.9M 0.42% +24,231 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: 164,200 shares; 2024Q4: 163,605 shares; 2025Q1: 176,499 shares; 2025Q2: 183,858 shares; 2025Q3: 187,726 shares; 2025Q4: 189,474 shares; 2026Q1: 192,157 shares 192,157 $26.8M 0.42% +2,683 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: 88,041 shares; 2024Q4: 87,447 shares; 2025Q1: 88,229 shares; 2025Q2: 88,887 shares; 2025Q3: 89,018 shares; 2025Q4: 88,378 shares; 2026Q1: 88,539 shares 88,539 $25.4M 0.4% +161 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: 111,953 shares; 2024Q4: 110,879 shares; 2025Q1: 81,274 shares; 2025Q2: 83,367 shares; 2025Q3: 83,121 shares; 2025Q4: 81,528 shares; 2026Q1: 82,009 shares 82,009 $24.8M 0.39% +481 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: 344,406 shares; 2024Q4: 348,987 shares; 2025Q1: 353,010 shares; 2025Q2: 353,131 shares; 2025Q3: 352,999 shares; 2025Q4: 352,104 shares; 2026Q1: 357,460 shares 357,460 $24.1M 0.38% +5,356 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600,716 shares; 2024Q4: 599,985 shares; 2025Q1: 390,173 shares; 2025Q2: 333,046 shares; 2025Q3: 312,324 shares; 2025Q4: 255,604 shares; 2026Q1: 239,876 shares 239,876 $23.8M 0.37% -15,728 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: 120,827 shares; 2024Q4: 120,821 shares; 2025Q1: 121,909 shares; 2025Q2: 122,020 shares; 2025Q3: 121,908 shares; 2025Q4: 120,913 shares; 2026Q1: 120,689 shares 120,689 $23.3M 0.37% -224 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: 68,727 shares; 2024Q4: 68,195 shares; 2025Q1: 69,460 shares; 2025Q2: 90,668 shares; 2025Q3: 89,752 shares; 2025Q4: 88,586 shares; 2026Q1: 88,617 shares 88,617 $23.2M 0.36% +31 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,735 shares; 2024Q4: 158,925 shares; 2025Q1: 160,492 shares; 2025Q2: 156,566 shares; 2025Q3: 151,857 shares; 2025Q4: 153,081 shares; 2026Q1: 71,668 shares 71,668 $22.8M 0.36% -81,413 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: 39,532 shares; 2024Q4: 39,345 shares; 2025Q1: 38,851 shares; 2025Q2: 38,846 shares; 2025Q3: 38,605 shares; 2025Q4: 39,801 shares; 2026Q1: 39,534 shares 39,534 $22.3M 0.35% -267 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,814 shares; 2024Q4: 63,363 shares; 2025Q1: 69,103 shares; 2025Q2: 77,444 shares; 2025Q3: 100,029 shares; 2025Q4: 106,471 shares; 2026Q1: 84,910 shares 84,910 $21.9M 0.34% -21,561 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,311 shares; 2025Q2: 97,567 shares; 2025Q3: 98,234 shares; 2025Q4: 98,552 shares; 2026Q1: 98,260 shares 98,260 $21M 0.33% -292 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: 126,595 shares; 2024Q4: 125,830 shares; 2025Q1: 124,833 shares; 2025Q2: 119,918 shares; 2025Q3: 123,244 shares; 2025Q4: 125,650 shares; 2026Q1: 127,634 shares 127,634 $20.4M 0.32% +1,984 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,922 shares; 2024Q4: 84,541 shares; 2025Q1: 84,190 shares; 2025Q2: 82,487 shares; 2025Q3: 81,489 shares; 2025Q4: 81,413 shares; 2026Q1: 81,462 shares 81,462 $20.2M 0.32% +49 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: 58,676 shares; 2024Q4: 58,753 shares; 2025Q1: 58,349 shares; 2025Q2: 58,936 shares; 2025Q3: 58,930 shares; 2025Q4: 61,319 shares; 2026Q1: 62,244 shares 62,244 $20M 0.31% +925 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: 446,662 shares; 2024Q4: 438,838 shares; 2025Q1: 430,033 shares; 2025Q2: 424,014 shares; 2025Q3: 410,307 shares; 2025Q4: 395,372 shares; 2026Q1: 397,356 shares 397,356 $19.4M 0.3% +1,984 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,121 shares; 2025Q1: 2,155 shares; 2025Q2: 70,309 shares; 2025Q3: 76,646 shares; 2025Q4: 82,097 shares; 2026Q1: 94,609 shares 94,609 $18.6M 0.29% +12,512 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: 27,410 shares; 2024Q4: 28,190 shares; 2025Q1: 29,213 shares; 2025Q2: 26,793 shares; 2025Q3: 31,993 shares; 2025Q4: 34,987 shares; 2026Q1: 90,172 shares 90,172 $18.3M 0.29% +55,185 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,370 shares; 2024Q4: 209,644 shares; 2025Q1: 213,893 shares; 2025Q2: 213,932 shares; 2025Q3: 216,666 shares; 2025Q4: 219,553 shares; 2026Q1: 226,167 shares 226,167 $18.3M 0.29% +6,614 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: 222,093 shares; 2024Q4: 220,270 shares; 2025Q1: 214,230 shares; 2025Q2: 214,275 shares; 2025Q3: 216,599 shares; 2025Q4: 212,206 shares; 2026Q1: 203,449 shares 203,449 $18.3M 0.29% -8,757 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 5,061 shares; 2025Q1: 5,042 shares; 2025Q2: 225,985 shares; 2025Q3: 245,711 shares; 2025Q4: 254,153 shares; 2026Q1: 274,125 shares 274,125 $18.2M 0.29% +19,972 Timeline IBDS 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: 485,665 shares; 2024Q4: 573,363 shares; 2025Q1: 598,941 shares; 2025Q2: 643,728 shares; 2025Q3: 708,656 shares; 2025Q4: 741,655 shares; 2026Q1: 739,672 shares 739,672 $17.9M 0.28% -1,983 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,040 shares; 2024Q4: 88,740 shares; 2025Q1: 84,237 shares; 2025Q2: 82,068 shares; 2025Q3: 79,809 shares; 2025Q4: 74,748 shares; 2026Q1: 74,224 shares 74,224 $17.8M 0.28% -524 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: 43,927 shares; 2024Q4: 46,477 shares; 2025Q1: 48,337 shares; 2025Q2: 52,816 shares; 2025Q3: 51,732 shares; 2025Q4: 52,850 shares; 2026Q1: 53,115 shares 53,115 $17.5M 0.27% +265 Timeline IBDR 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: 561,339 shares; 2024Q4: 618,756 shares; 2025Q1: 632,666 shares; 2025Q2: 622,087 shares; 2025Q3: 657,888 shares; 2025Q4: 660,350 shares; 2026Q1: 710,955 shares 710,955 $17.2M 0.27% +50,605 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,203 shares; 2024Q4: 73,708 shares; 2025Q1: 178,455 shares; 2025Q2: 202,268 shares; 2025Q3: 235,738 shares; 2025Q4: 258,197 shares; 2026Q1: 339,452 shares 339,452 $17M 0.27% +81,255 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 10,696 shares; 2025Q1: 10,389 shares; 2025Q2: 7,258 shares; 2025Q3: 6,878 shares; 2025Q4: 69,996 shares; 2026Q1: 78,112 shares 78,112 $16.9M 0.27% +8,116 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: 29,158 shares; 2024Q4: 29,254 shares; 2025Q1: 28,507 shares; 2025Q2: 27,548 shares; 2025Q3: 26,721 shares; 2025Q4: 26,856 shares; 2026Q1: 27,651 shares 27,651 $16.5M 0.26% +795 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,171 shares; 2024Q4: 301,670 shares; 2025Q1: 299,021 shares; 2025Q2: 239,326 shares; 2025Q3: 238,562 shares; 2025Q4: 232,613 shares; 2026Q1: 233,746 shares 233,746 $16.3M 0.26% +1,133 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,939 shares; 2024Q4: 64,042 shares; 2025Q1: 69,681 shares; 2025Q2: 78,219 shares; 2025Q3: 83,766 shares; 2025Q4: 83,113 shares; 2026Q1: 77,096 shares 77,096 $16.2M 0.25% -6,017 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,430 shares; 2025Q1: 3,518 shares; 2025Q2: 3,897 shares; 2025Q3: 103,427 shares; 2025Q4: 66,443 shares; 2026Q1: 92,359 shares 92,359 $16M 0.25% +25,916 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: 26,898 shares; 2024Q4: 30,635 shares; 2025Q1: 32,744 shares; 2025Q2: 33,997 shares; 2025Q3: 32,127 shares; 2025Q4: 32,935 shares; 2026Q1: 45,531 shares 45,531 $15.6M 0.24% +12,596 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: 18,130 shares; 2024Q4: 17,305 shares; 2025Q1: 16,822 shares; 2025Q2: 17,129 shares; 2025Q3: 17,410 shares; 2025Q4: 18,028 shares; 2026Q1: 48,695 shares 48,695 $14.7M 0.23% +30,667 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,992 shares; 2025Q3: 35,536 shares; 2025Q4: 32,052 shares; 2026Q1: 43,231 shares 43,231 $14.4M 0.23% +11,179 Timeline IBDT 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: 205,280 shares; 2024Q4: 375,097 shares; 2025Q1: 409,236 shares; 2025Q2: 479,654 shares; 2025Q3: 508,868 shares; 2025Q4: 538,628 shares; 2026Q1: 561,467 shares 561,467 $14.2M 0.22% +22,839 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 2,452 shares; 2025Q1: 2,661 shares; 2025Q2: 2,505 shares; 2025Q3: 18,520 shares; 2025Q4: 27,534 shares; 2026Q1: 32,804 shares 32,804 $14.2M 0.22% +5,270 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 16,812 shares; 2025Q1: 34,573 shares; 2025Q2: 38,417 shares; 2025Q3: 40,729 shares; 2025Q4: 34,787 shares; 2026Q1: 25,137 shares 25,137 $14.1M 0.22% -9,650 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: 89,430 shares; 2024Q4: 90,133 shares; 2025Q1: 94,568 shares; 2025Q2: 97,166 shares; 2025Q3: 99,848 shares; 2025Q4: 97,856 shares; 2026Q1: 97,742 shares 97,742 $13.9M 0.22% -114 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,085 shares; 2024Q4: 30,084 shares; 2025Q1: 30,353 shares; 2025Q2: 30,381 shares; 2025Q3: 30,672 shares; 2025Q4: 30,251 shares; 2026Q1: 221,332 shares 221,332 $13.9M 0.22% +191,081 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,790 shares; 2024Q4: 41,544 shares; 2025Q1: 39,111 shares; 2025Q2: 39,242 shares; 2025Q3: 39,173 shares; 2025Q4: 38,775 shares; 2026Q1: 38,808 shares 38,808 $13.8M 0.22% +33 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: 89,787 shares; 2024Q4: 87,791 shares; 2025Q1: 86,922 shares; 2025Q2: 90,060 shares; 2025Q3: 89,853 shares; 2025Q4: 89,910 shares; 2026Q1: 88,029 shares 88,029 $13.7M 0.21% -1,881 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: 505,454 shares; 2024Q4: 501,191 shares; 2025Q1: 501,594 shares; 2025Q2: 501,594 shares; 2025Q3: 504,279 shares; 2025Q4: 503,983 shares; 2026Q1: 503,960 shares 503,960 $13.4M 0.21% -23 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: 8,752 shares; 2024Q4: 9,496 shares; 2025Q1: 9,643 shares; 2025Q2: 11,127 shares; 2025Q3: 12,425 shares; 2025Q4: 13,260 shares; 2026Q1: 13,450 shares 13,450 $13.4M 0.21% +190 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,835 shares; 2025Q2: 13,713 shares; 2025Q3: 13,605 shares; 2025Q4: 13,943 shares; 2026Q1: 13,827 shares 13,827 $13.3M 0.21% -116 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 7,816 shares; 2025Q1: 8,275 shares; 2025Q2: 137,580 shares; 2025Q3: 137,384 shares; 2025Q4: 138,435 shares; 2026Q1: 143,421 shares 143,421 $13.2M 0.21% +4,986 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: 618,258 shares; 2024Q4: 582,958 shares; 2025Q1: 585,323 shares; 2025Q2: 585,323 shares; 2025Q3: 581,481 shares; 2025Q4: 575,122 shares; 2026Q1: 476,212 shares 476,212 $12.5M 0.2% -98,910 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: 74,800 shares; 2024Q4: 74,090 shares; 2025Q1: 74,354 shares; 2025Q2: 75,004 shares; 2025Q3: 73,428 shares; 2025Q4: 75,605 shares; 2026Q1: 74,751 shares 74,751 $12.4M 0.19% -854 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: 521,055 shares; 2024Q4: 420,530 shares; 2025Q1: 493,600 shares; 2025Q2: 464,834 shares; 2025Q3: 443,853 shares; 2025Q4: 434,919 shares; 2026Q1: 436,372 shares 436,372 $12.3M 0.19% +1,453 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: 49,657 shares; 2024Q4: 52,040 shares; 2025Q1: 50,729 shares; 2025Q2: 53,806 shares; 2025Q3: 54,122 shares; 2025Q4: 51,412 shares; 2026Q1: 49,494 shares 49,494 $12.2M 0.19% -1,918 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,542 shares; 2024Q4: 59,100 shares; 2025Q1: 59,958 shares; 2025Q2: 59,801 shares; 2025Q3: 59,787 shares; 2025Q4: 58,314 shares; 2026Q1: 58,168 shares 58,168 $12.1M 0.19% -146 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,867 shares; 2024Q4: 28,776 shares; 2025Q1: 26,853 shares; 2025Q2: 23,511 shares; 2025Q3: 24,142 shares; 2025Q4: 24,214 shares; 2026Q1: 24,324 shares 24,324 $12M 0.19% +110 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,838 shares; 2024Q4: 27,804 shares; 2025Q1: 27,112 shares; 2025Q2: 27,454 shares; 2025Q3: 28,533 shares; 2025Q4: 28,675 shares; 2026Q1: 27,736 shares 27,736 $11.8M 0.19% -939 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: 12,331 shares; 2024Q4: 14,214 shares; 2025Q1: 14,604 shares; 2025Q2: 14,985 shares; 2025Q3: 15,939 shares; 2025Q4: 15,939 shares; 2026Q1: 15,873 shares 15,873 $11.6M 0.18% -66 Timeline IBDU 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: 91,700 shares; 2024Q4: 162,236 shares; 2025Q1: 195,836 shares; 2025Q2: 277,086 shares; 2025Q3: 331,601 shares; 2025Q4: 371,300 shares; 2026Q1: 495,075 shares 495,075 $11.5M 0.18% +123,775 Timeline USRT 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: 216,913 shares; 2024Q4: 214,536 shares; 2025Q1: 217,828 shares; 2025Q2: 197,182 shares; 2025Q3: 199,172 shares; 2025Q4: 194,654 shares; 2026Q1: 193,735 shares 193,735 $11.5M 0.18% -919 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,676 shares; 2024Q4: 103,034 shares; 2025Q1: 107,062 shares; 2025Q2: 114,378 shares; 2025Q3: 119,839 shares; 2025Q4: 122,371 shares; 2026Q1: 120,550 shares 120,550 $11.3M 0.18% -1,821 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,387 shares; 2024Q4: 58,054 shares; 2025Q1: 50,484 shares; 2025Q2: 47,575 shares; 2025Q3: 43,679 shares; 2025Q4: 35,034 shares; 2026Q1: 33,859 shares 33,859 $11M 0.17% -1,175 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,982 shares; 2024Q4: 70,873 shares; 2025Q1: 84,277 shares; 2025Q2: 86,517 shares; 2025Q3: 58,986 shares; 2025Q4: 53,119 shares; 2026Q1: 69,776 shares 69,776 $11M 0.17% +16,657 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 391 shares; 2025Q1: 21,535 shares; 2025Q2: 30,133 shares; 2025Q3: 31,451 shares; 2025Q4: 110,348 shares; 2026Q1: 104,606 shares 104,606 $10.9M 0.17% -5,742 Timeline TFLO 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: 23,774 shares; 2025Q3: 105,962 shares; 2025Q4: 113,416 shares; 2026Q1: 213,753 shares 213,753 $10.8M 0.17% +100,337 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: 97,753 shares; 2024Q4: 64,341 shares; 2025Q1: 55,766 shares; 2025Q2: 45,142 shares; 2025Q3: 43,637 shares; 2025Q4: 40,290 shares; 2026Q1: 36,709 shares 36,709 $10.5M 0.17% -3,581 Timeline IBDV 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: 33,500 shares; 2024Q4: 66,500 shares; 2025Q1: 131,756 shares; 2025Q2: 194,506 shares; 2025Q3: 252,595 shares; 2025Q4: 322,229 shares; 2026Q1: 480,812 shares 480,812 $10.5M 0.17% +158,583 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,519 shares; 2024Q4: 34,031 shares; 2025Q1: 33,671 shares; 2025Q2: 33,216 shares; 2025Q3: 32,835 shares; 2025Q4: 32,327 shares; 2026Q1: 29,537 shares 29,537 $10.5M 0.16% -2,790 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,544 shares; 2024Q4: 357,562 shares; 2025Q1: 176,908 shares; 2025Q2: 150,556 shares; 2025Q3: 134,155 shares; 2025Q4: 131,430 shares; 2026Q1: 126,211 shares 126,211 $10.1M 0.16% -5,219 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: 119,209 shares; 2024Q4: 120,276 shares; 2025Q1: 130,587 shares; 2025Q2: 131,610 shares; 2025Q3: 129,177 shares; 2025Q4: 128,036 shares; 2026Q1: 134,574 shares 134,574 $9.91M 0.16% +6,538 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,922 shares; 2024Q4: 287,247 shares; 2025Q1: 281,855 shares; 2025Q2: 242,316 shares; 2025Q3: 233,252 shares; 2025Q4: 92,323 shares; 2026Q1: 81,001 shares 81,001 $9.82M 0.15% -11,322 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: 10,115 shares; 2024Q4: 10,843 shares; 2025Q1: 14,279 shares; 2025Q2: 19,760 shares; 2025Q3: 23,754 shares; 2025Q4: 25,082 shares; 2026Q1: 26,685 shares 26,685 $9.54M 0.15% +1,603 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: 3,866 shares; 2024Q4: 5,552 shares; 2025Q1: 6,949 shares; 2025Q2: 12,475 shares; 2025Q3: 14,773 shares; 2025Q4: 16,460 shares; 2026Q1: 17,375 shares 17,375 $9.54M 0.15% +915 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: 743,784 shares; 2024Q4: 835,866 shares; 2025Q1: 845,263 shares; 2025Q2: 846,550 shares; 2025Q3: 279,207 shares; 2025Q4: 244,244 shares; 2026Q1: 230,939 shares 230,939 $9.48M 0.15% -13,305 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: 89,495 shares; 2024Q4: 93,316 shares; 2025Q1: 90,421 shares; 2025Q2: 91,228 shares; 2025Q3: 90,854 shares; 2025Q4: 91,348 shares; 2026Q1: 92,145 shares 92,145 $9.46M 0.15% +797 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,525 shares; 2024Q4: 37,110 shares; 2025Q1: 40,478 shares; 2025Q2: 38,329 shares; 2025Q3: 38,133 shares; 2025Q4: 53,692 shares; 2026Q1: 53,416 shares 53,416 $9.26M 0.15% -276 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,692 shares; 2024Q4: 323,957 shares; 2025Q1: 335,214 shares; 2025Q2: 341,767 shares; 2025Q3: 136,965 shares; 2025Q4: 124,580 shares; 2026Q1: 113,198 shares 113,198 $9.01M 0.14% -11,382 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: 24,740 shares; 2024Q4: 99,050 shares; 2025Q1: 187,199 shares; 2025Q2: 184,358 shares; 2025Q3: 185,132 shares; 2025Q4: 152,420 shares; 2026Q1: 164,075 shares 164,075 $8.67M 0.14% +11,655 Timeline IBDW 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: 149,764 shares; 2025Q1: 167,136 shares; 2025Q2: 199,136 shares; 2025Q3: 243,276 shares; 2025Q4: 302,427 shares; 2026Q1: 393,227 shares 393,227 $8.23M 0.13% +90,800 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,734 shares; 2024Q4: 119,208 shares; 2025Q1: 119,355 shares; 2025Q2: 83,235 shares; 2025Q3: 84,100 shares; 2025Q4: 86,225 shares; 2026Q1: 88,275 shares 88,275 $8.18M 0.13% +2,050 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,227 shares; 2024Q4: 46,177 shares; 2025Q1: 46,177 shares; 2025Q2: 46,277 shares; 2025Q3: 46,467 shares; 2025Q4: 46,574 shares; 2026Q1: 46,440 shares 46,440 $7.67M 0.12% -134 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: 217,467 shares; 2024Q4: 219,983 shares; 2025Q1: 110,510 shares; 2025Q2: 80,667 shares; 2025Q3: 67,886 shares; 2025Q4: 62,096 shares; 2026Q1: 58,273 shares 58,273 $7.63M 0.12% -3,823 Timeline VCSH 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: 69,860 shares; 2024Q4: 70,323 shares; 2025Q1: 78,491 shares; 2025Q2: 81,805 shares; 2025Q3: 83,327 shares; 2025Q4: 86,586 shares; 2026Q1: 94,353 shares 94,353 $7.48M 0.12% +7,767 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,982 shares; 2024Q4: 26,066 shares; 2025Q1: 26,350 shares; 2025Q2: 26,574 shares; 2025Q3: 26,879 shares; 2025Q4: 24,627 shares; 2026Q1: 24,392 shares 24,392 $7.29M 0.11% -235 Timeline DVY 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: 46,514 shares; 2024Q4: 47,310 shares; 2025Q1: 49,097 shares; 2025Q2: 48,853 shares; 2025Q3: 47,227 shares; 2025Q4: 46,962 shares; 2026Q1: 46,932 shares 46,932 $7.11M 0.11% -30 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,788 shares; 2024Q4: 110,424 shares; 2025Q1: 115,869 shares; 2025Q2: 119,875 shares; 2025Q3: 121,569 shares; 2025Q4: 116,646 shares; 2026Q1: 47,613 shares 47,613 $6.88M 0.11% -69,033 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: 139,217 shares; 2024Q4: 134,471 shares; 2025Q1: 128,013 shares; 2025Q2: 126,905 shares; 2025Q3: 126,592 shares; 2025Q4: 118,526 shares; 2026Q1: 119,007 shares 119,007 $6.76M 0.11% +481 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,169 shares; 2024Q4: 15,860 shares; 2025Q1: 15,553 shares; 2025Q2: 15,548 shares; 2025Q3: 15,150 shares; 2025Q4: 15,224 shares; 2026Q1: 14,822 shares 14,822 $6.59M 0.1% -402 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: 16,086 shares; 2024Q4: 29,714 shares; 2025Q1: 65,035 shares; 2025Q2: 69,173 shares; 2025Q3: 67,565 shares; 2025Q4: 81,556 shares; 2026Q1: 130,595 shares 130,595 $6.52M 0.1% +49,039 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 3,783 shares; 2025Q1: 3,814 shares; 2025Q2: 4,103 shares; 2025Q3: 4,625 shares; 2025Q4: 4,545 shares; 2026Q1: 4,916 shares 4,916 $6.49M 0.1% +371 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $6.46M 0.1% 0 Timeline VCIT 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: 8,797 shares; 2024Q4: 23,280 shares; 2025Q1: 41,562 shares; 2025Q2: 52,434 shares; 2025Q3: 59,443 shares; 2025Q4: 63,380 shares; 2026Q1: 76,229 shares 76,229 $6.31M 0.1% +12,849 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,154 shares; 2024Q4: 11,204 shares; 2025Q1: 11,971 shares; 2025Q2: 11,851 shares; 2025Q3: 12,171 shares; 2025Q4: 12,165 shares; 2026Q1: 12,686 shares 12,686 $6.23M 0.1% +521 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: 102,531 shares; 2024Q4: 106,780 shares; 2025Q1: 106,425 shares; 2025Q2: 105,606 shares; 2025Q3: 102,386 shares; 2025Q4: 102,129 shares; 2026Q1: 102,463 shares 102,463 $6.21M 0.1% +334 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,727 shares; 2024Q4: 44,724 shares; 2025Q1: 44,740 shares; 2025Q2: 46,074 shares; 2025Q3: 46,074 shares; 2025Q4: 46,126 shares; 2026Q1: 47,278 shares 47,278 $6.14M 0.1% +1,152 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: 14,454 shares; 2024Q4: 21,816 shares; 2025Q1: 22,128 shares; 2025Q2: 22,128 shares; 2025Q3: 22,334 shares; 2025Q4: 44,668 shares; 2026Q1: 44,908 shares 44,908 $5.97M 0.09% +240 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: 324,530 shares; 2024Q4: 322,548 shares; 2025Q1: 178,009 shares; 2025Q2: 114,352 shares; 2025Q3: 99,526 shares; 2025Q4: 74,088 shares; 2026Q1: 66,483 shares 66,483 $5.96M 0.09% -7,605 Timeline SHY 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: 90,225 shares; 2024Q4: 82,860 shares; 2025Q1: 70,475 shares; 2025Q2: 72,397 shares; 2025Q3: 71,067 shares; 2025Q4: 70,086 shares; 2026Q1: 70,044 shares 70,044 $5.78M 0.09% -42 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,134 shares; 2024Q4: 116,693 shares; 2025Q1: 114,280 shares; 2025Q2: 104,328 shares; 2025Q3: 93,687 shares; 2025Q4: 89,994 shares; 2026Q1: 108,296 shares 108,296 $5.63M 0.09% +18,302 Timeline SUSA 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: 30,000 shares; 2024Q4: 35,000 shares; 2025Q1: 42,500 shares; 2025Q2: 42,500 shares; 2025Q3: 42,500 shares; 2025Q4: 42,500 shares; 2026Q1: 42,500 shares 42,500 $5.61M 0.09% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 16,807 shares; 2025Q1: 17,271 shares; 2025Q2: 17,253 shares; 2025Q3: 17,939 shares; 2025Q4: 17,787 shares; 2026Q1: 20,777 shares 20,777 $5.54M 0.09% +2,990 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,372 shares; 2024Q4: 41,935 shares; 2025Q1: 48,124 shares; 2025Q2: 50,728 shares; 2025Q3: 51,109 shares; 2025Q4: 53,894 shares; 2026Q1: 55,735 shares 55,735 $5.53M 0.09% +1,841 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,383 shares; 2024Q4: 30,903 shares; 2025Q1: 25,261 shares; 2025Q2: 27,350 shares; 2025Q3: 26,855 shares; 2025Q4: 37,959 shares; 2026Q1: 29,454 shares 29,454 $5.43M 0.09% -8,505 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,989 shares; 2024Q4: 54,841 shares; 2025Q1: 91,772 shares; 2025Q2: 126,841 shares; 2025Q3: 119,026 shares; 2025Q4: 97,498 shares; 2026Q1: 28,956 shares 28,956 $5.41M 0.08% -68,542 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,059 shares; 2024Q4: 63,903 shares; 2025Q1: 63,781 shares; 2025Q2: 72,719 shares; 2025Q3: 73,233 shares; 2025Q4: 76,906 shares; 2026Q1: 81,909 shares 81,909 $5.41M 0.08% +5,003 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: 47,885 shares; 2024Q4: 47,793 shares; 2025Q1: 48,465 shares; 2025Q2: 49,570 shares; 2025Q3: 44,633 shares; 2025Q4: 34,192 shares; 2026Q1: 29,899 shares 29,899 $4.92M 0.08% -4,293 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,860 shares; 2025Q1: 10,873 shares; 2025Q2: 10,860 shares; 2025Q3: 24,049 shares; 2025Q4: 29,470 shares; 2026Q1: 60,913 shares 60,913 $4.91M 0.08% +31,443 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: 4,438 shares; 2024Q4: 4,315 shares; 2025Q1: 4,259 shares; 2025Q2: 4,577 shares; 2025Q3: 4,596 shares; 2025Q4: 8,709 shares; 2026Q1: 8,405 shares 8,405 $4.85M 0.08% -304 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,197 shares; 2024Q4: 57,643 shares; 2025Q1: 57,244 shares; 2025Q2: 58,300 shares; 2025Q3: 57,465 shares; 2025Q4: 51,646 shares; 2026Q1: 49,225 shares 49,225 $4.84M 0.08% -2,421 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: 34,385 shares; 2024Q4: 35,175 shares; 2025Q1: 35,122 shares; 2025Q2: 33,370 shares; 2025Q3: 33,314 shares; 2025Q4: 33,419 shares; 2026Q1: 33,333 shares 33,333 $4.84M 0.08% -86 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: 31,415 shares; 2024Q4: 32,020 shares; 2025Q1: 30,493 shares; 2025Q2: 40,539 shares; 2025Q3: 40,202 shares; 2025Q4: 38,866 shares; 2026Q1: 40,875 shares 40,875 $4.62M 0.07% +2,009 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,980 shares; 2024Q4: 65,006 shares; 2025Q1: 69,427 shares; 2025Q2: 64,435 shares; 2025Q3: 55,621 shares; 2025Q4: 33,565 shares; 2026Q1: 30,622 shares 30,622 $4.59M 0.07% -2,943 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: 129,281 shares; 2024Q4: 128,315 shares; 2025Q1: 128,554 shares; 2025Q2: 104,642 shares; 2025Q3: 84,762 shares; 2025Q4: 85,783 shares; 2026Q1: 84,168 shares 84,168 $4.55M 0.07% -1,615 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,109 shares; 2024Q4: 11,489 shares; 2025Q1: 11,489 shares; 2025Q2: 11,489 shares; 2025Q3: 23,381 shares; 2025Q4: 28,604 shares; 2026Q1: 53,612 shares 53,612 $4.55M 0.07% +25,008 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 83 shares; 2025Q1: 952 shares; 2025Q2: 1,800 shares; 2025Q3: 2,076 shares; 2025Q4: 2,327 shares; 2026Q1: 1,070 shares 1,070 $4.51M 0.07% -1,257 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,986 shares; 2024Q4: 15,926 shares; 2025Q1: 16,216 shares; 2025Q2: 20,671 shares; 2025Q3: 20,353 shares; 2025Q4: 20,967 shares; 2026Q1: 21,051 shares 21,051 $4.5M 0.07% +84 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: 40,064 shares; 2024Q4: 39,857 shares; 2025Q1: 39,892 shares; 2025Q2: 39,892 shares; 2025Q3: 39,520 shares; 2025Q4: 38,560 shares; 2026Q1: 38,172 shares 38,172 $4.49M 0.07% -388 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: 136,912 shares; 2024Q4: 119,102 shares; 2025Q1: 99,583 shares; 2025Q2: 95,212 shares; 2025Q3: 93,489 shares; 2025Q4: 90,458 shares; 2026Q1: 89,299 shares 89,299 $4.48M 0.07% -1,159 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: 28,389 shares; 2024Q4: 30,868 shares; 2025Q1: 30,874 shares; 2025Q2: 32,556 shares; 2025Q3: 33,659 shares; 2025Q4: 34,674 shares; 2026Q1: 34,713 shares 34,713 $4.47M 0.07% +39 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,081 shares; 2024Q4: 54,096 shares; 2025Q1: 53,041 shares; 2025Q2: 52,849 shares; 2025Q3: 49,853 shares; 2025Q4: 51,579 shares; 2026Q1: 51,156 shares 51,156 $4.43M 0.07% -423 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,079 shares; 2024Q4: 312,262 shares; 2025Q1: 308,529 shares; 2025Q2: 303,329 shares; 2025Q3: 142,274 shares; 2025Q4: 79,336 shares; 2026Q1: 62,130 shares 62,130 $4.43M 0.07% -17,206 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,226 shares; 2024Q4: 9,226 shares; 2025Q1: 9,227 shares; 2025Q2: 9,089 shares; 2025Q3: 9,893 shares; 2025Q4: 9,032 shares; 2026Q1: 9,777 shares 9,777 $4.27M 0.07% +745 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: 19,187 shares; 2024Q4: 19,517 shares; 2025Q1: 18,235 shares; 2025Q2: 18,949 shares; 2025Q3: 19,870 shares; 2025Q4: 20,387 shares; 2026Q1: 20,898 shares 20,898 $4.1M 0.06% +511 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,506 shares; 2025Q3: 10,952 shares; 2025Q4: 13,218 shares; 2026Q1: 14,545 shares 14,545 $4.06M 0.06% +1,327 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: 19,478 shares; 2024Q4: 19,174 shares; 2025Q1: 19,421 shares; 2025Q2: 28,673 shares; 2025Q3: 28,935 shares; 2025Q4: 29,838 shares; 2026Q1: 31,016 shares 31,016 $4.06M 0.06% +1,178 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: 10,235 shares; 2024Q4: 11,228 shares; 2025Q1: 9,904 shares; 2025Q2: 10,460 shares; 2025Q3: 11,074 shares; 2025Q4: 11,159 shares; 2026Q1: 11,557 shares 11,557 $3.97M 0.06% +398 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 21,207 shares; 2025Q3: 20,990 shares; 2025Q4: 21,303 shares; 2026Q1: 21,121 shares 21,121 $3.85M 0.06% -182 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: 53,116 shares; 2024Q4: 51,495 shares; 2025Q1: 50,343 shares; 2025Q2: 46,521 shares; 2025Q3: 44,597 shares; 2025Q4: 43,053 shares; 2026Q1: 39,844 shares 39,844 $3.84M 0.06% -3,209 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: 9,319 shares; 2024Q4: 12,299 shares; 2025Q1: 12,248 shares; 2025Q2: 14,484 shares; 2025Q3: 16,436 shares; 2025Q4: 18,535 shares; 2026Q1: 19,291 shares 19,291 $3.82M 0.06% +756 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: 20,060 shares; 2024Q4: 18,408 shares; 2025Q1: 14,198 shares; 2025Q2: 115,283 shares; 2025Q3: 140,090 shares; 2025Q4: 70,005 shares; 2026Q1: 38,800 shares 38,800 $3.74M 0.06% -31,205 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: 3,870 shares; 2024Q4: 3,844 shares; 2025Q1: 49,063 shares; 2025Q2: 56,847 shares; 2025Q3: 59,107 shares; 2025Q4: 40,459 shares; 2026Q1: 18,795 shares 18,795 $3.73M 0.06% -21,664 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: 113,626 shares; 2024Q4: 98,847 shares; 2025Q1: 97,321 shares; 2025Q2: 128,730 shares; 2025Q3: 124,046 shares; 2025Q4: 119,997 shares; 2026Q1: 127,338 shares 127,338 $3.69M 0.06% +7,341 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: 11,536 shares; 2024Q4: 11,750 shares; 2025Q1: 12,559 shares; 2025Q2: 11,935 shares; 2025Q3: 12,262 shares; 2025Q4: 12,316 shares; 2026Q1: 12,923 shares 12,923 $3.67M 0.06% +607 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: 2,810 shares; 2024Q4: 3,131 shares; 2025Q1: 3,830 shares; 2025Q2: 3,913 shares; 2025Q3: 3,899 shares; 2025Q4: 4,016 shares; 2026Q1: 4,178 shares 4,178 $3.65M 0.06% +162 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: 369,673 shares; 2024Q4: 113,035 shares; 2025Q1: 100,678 shares; 2025Q2: 88,383 shares; 2025Q3: 84,390 shares; 2025Q4: 83,696 shares; 2026Q1: 81,871 shares 81,871 $3.61M 0.06% -1,825 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: 15,038 shares; 2024Q4: 14,275 shares; 2025Q1: 14,217 shares; 2025Q2: 14,228 shares; 2025Q3: 14,304 shares; 2025Q4: 13,724 shares; 2026Q1: 13,708 shares 13,708 $3.57M 0.06% -16 Timeline IBDX 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: 12,134 shares; 2025Q2: 20,534 shares; 2025Q3: 51,086 shares; 2025Q4: 93,263 shares; 2026Q1: 141,063 shares 141,063 $3.56M 0.06% +47,800 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,300 shares; 2024Q4: 40,279 shares; 2025Q1: 39,743 shares; 2025Q2: 78,611 shares; 2025Q3: 79,274 shares; 2025Q4: 71,494 shares; 2026Q1: 74,916 shares 74,916 $3.48M 0.05% +3,422 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,136 shares; 2024Q4: 56,036 shares; 2025Q1: 55,986 shares; 2025Q2: 59,736 shares; 2025Q3: 59,712 shares; 2025Q4: 60,190 shares; 2026Q1: 51,998 shares 51,998 $3.45M 0.05% -8,192 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,693 shares; 2024Q4: 10,762 shares; 2025Q1: 10,763 shares; 2025Q2: 11,535 shares; 2025Q3: 11,969 shares; 2025Q4: 7,283 shares; 2026Q1: 6,893 shares 6,893 $3.42M 0.05% -390 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: 34,561 shares; 2024Q4: 34,546 shares; 2025Q1: 35,590 shares; 2025Q2: 37,853 shares; 2025Q3: 42,702 shares; 2025Q4: 43,218 shares; 2026Q1: 44,970 shares 44,970 $3.39M 0.05% +1,752 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,080 shares; 2024Q4: 57,664 shares; 2025Q1: 56,924 shares; 2025Q2: 59,962 shares; 2025Q3: 59,088 shares; 2025Q4: 58,603 shares; 2026Q1: 57,722 shares 57,722 $3.33M 0.05% -881 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: 10,587 shares; 2024Q4: 10,199 shares; 2025Q1: 10,238 shares; 2025Q2: 9,555 shares; 2025Q3: 9,149 shares; 2025Q4: 9,201 shares; 2026Q1: 9,120 shares 9,120 $3.25M 0.05% -81 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,801 shares; 2024Q4: 7,753 shares; 2025Q1: 7,561 shares; 2025Q2: 7,526 shares; 2025Q3: 7,526 shares; 2025Q4: 7,331 shares; 2026Q1: 7,360 shares 7,360 $3.14M 0.05% +29 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,890 shares; 2025Q1: 6,920 shares; 2025Q2: 7,076 shares; 2025Q3: 6,981 shares; 2025Q4: 7,005 shares; 2026Q1: 6,995 shares 6,995 $3.12M 0.05% -10 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,761 shares; 2024Q4: 11,460 shares; 2025Q1: 9,098 shares; 2025Q2: 31,181 shares; 2025Q3: 32,937 shares; 2025Q4: 26,314 shares; 2026Q1: 34,238 shares 34,238 $3.09M 0.05% +7,924 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: 30,845 shares; 2024Q4: 25,047 shares; 2025Q1: 23,844 shares; 2025Q2: 23,819 shares; 2025Q3: 23,819 shares; 2025Q4: 23,934 shares; 2026Q1: 23,948 shares 23,948 $3.07M 0.05% +14 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,071 shares; 2025Q1: 3,515 shares; 2025Q2: 3,978 shares; 2025Q3: 3,968 shares; 2025Q4: 3,971 shares; 2026Q1: 3,968 shares 3,968 $3.07M 0.05% -3 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,710 shares; 2025Q1: 1,655 shares; 2025Q2: 1,640 shares; 2025Q3: 1,584 shares; 2025Q4: 1,584 shares; 2026Q1: 1,599 shares 1,599 $3.06M 0.05% +15 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,166 shares; 2024Q4: 15,972 shares; 2025Q1: 15,690 shares; 2025Q2: 15,896 shares; 2025Q3: 15,872 shares; 2025Q4: 15,422 shares; 2026Q1: 14,900 shares 14,900 $3.03M 0.05% -522 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 7,337 shares; 2025Q1: 7,340 shares; 2025Q2: 7,337 shares; 2025Q3: 7,337 shares; 2025Q4: 7,337 shares; 2026Q1: 10,091 shares 10,091 $3.01M 0.05% +2,754 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: 2,621 shares; 2024Q4: 2,545 shares; 2025Q1: 3,114 shares; 2025Q2: 3,205 shares; 2025Q3: 3,399 shares; 2025Q4: 3,253 shares; 2026Q1: 3,343 shares 3,343 $2.99M 0.05% +90 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,056 shares; 2024Q4: 29,654 shares; 2025Q1: 29,427 shares; 2025Q2: 29,426 shares; 2025Q3: 31,265 shares; 2025Q4: 31,851 shares; 2026Q1: 32,692 shares 32,692 $2.96M 0.05% +841 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: 2,997 shares; 2024Q4: 2,889 shares; 2025Q1: 2,862 shares; 2025Q2: 2,849 shares; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares; 2026Q1: 3,274 shares 3,274 $2.83M 0.04% +437 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: 9,380 shares; 2024Q4: 8,663 shares; 2025Q1: 8,528 shares; 2025Q2: 8,472 shares; 2025Q3: 8,411 shares; 2025Q4: 7,857 shares; 2026Q1: 7,821 shares 7,821 $2.75M 0.04% -36 Timeline IYW 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: 14,165 shares; 2024Q4: 24,621 shares; 2025Q1: 16,211 shares; 2025Q2: 13,700 shares; 2025Q3: 13,666 shares; 2025Q4: 17,120 shares; 2026Q1: 15,060 shares 15,060 $2.73M 0.04% -2,060 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,877 shares; 2024Q4: 27,065 shares; 2025Q1: 26,373 shares; 2025Q2: 26,513 shares; 2025Q3: 26,448 shares; 2025Q4: 26,422 shares; 2026Q1: 23,676 shares 23,676 $2.72M 0.04% -2,746 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: 39,239 shares; 2024Q4: 38,192 shares; 2025Q1: 38,333 shares; 2025Q2: 37,286 shares; 2025Q3: 37,286 shares; 2025Q4: 37,544 shares; 2026Q1: 37,158 shares 37,158 $2.63M 0.04% -386 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,347 shares; 2024Q4: 18,934 shares; 2025Q1: 18,339 shares; 2025Q2: 18,820 shares; 2025Q3: 18,581 shares; 2025Q4: 17,469 shares; 2026Q1: 16,881 shares 16,881 $2.62M 0.04% -588 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,768 shares; 2024Q4: 14,216 shares; 2025Q1: 14,051 shares; 2025Q2: 13,791 shares; 2025Q3: 13,932 shares; 2025Q4: 13,899 shares; 2026Q1: 13,474 shares 13,474 $2.55M 0.04% -425 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,052 shares; 2024Q4: 9,268 shares; 2025Q1: 8,500 shares; 2025Q2: 5,957 shares; 2025Q3: 5,428 shares; 2025Q4: 5,247 shares; 2026Q1: 4,851 shares 4,851 $2.54M 0.04% -396 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,940 shares; 2024Q4: 22,940 shares; 2025Q1: 23,665 shares; 2025Q2: 24,660 shares; 2025Q3: 24,660 shares; 2025Q4: 24,660 shares; 2026Q1: 24,660 shares 24,660 $2.5M 0.04% 0 Timeline IYR 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: 44,808 shares; 2024Q4: 39,605 shares; 2025Q1: 39,548 shares; 2025Q2: 39,362 shares; 2025Q3: 26,740 shares; 2025Q4: 26,443 shares; 2026Q1: 26,355 shares 26,355 $2.49M 0.04% -88 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: 26,673 shares; 2024Q4: 25,861 shares; 2025Q1: 25,184 shares; 2025Q2: 25,565 shares; 2025Q3: 24,487 shares; 2025Q4: 24,487 shares; 2026Q1: 25,290 shares 25,290 $2.46M 0.04% +803 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,868 shares; 2024Q4: 52,105 shares; 2025Q1: 36,518 shares; 2025Q2: 33,037 shares; 2025Q3: 20,192 shares; 2025Q4: 18,297 shares; 2026Q1: 18,493 shares 18,493 $2.44M 0.04% +196 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: 22,065 shares; 2024Q4: 22,905 shares; 2025Q1: 22,288 shares; 2025Q2: 19,650 shares; 2025Q3: 18,913 shares; 2025Q4: 19,132 shares; 2026Q1: 18,518 shares 18,518 $2.44M 0.04% -614 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: 34,076 shares; 2024Q4: 34,076 shares; 2025Q1: 34,076 shares; 2025Q2: 34,076 shares; 2025Q3: 34,076 shares; 2025Q4: 34,076 shares; 2026Q1: 34,076 shares 34,076 $2.4M 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,079 shares; 2024Q4: 21,079 shares; 2025Q1: 17,604 shares; 2025Q2: 17,604 shares; 2025Q3: 17,604 shares; 2025Q4: 17,630 shares; 2026Q1: 17,644 shares 17,644 $2.4M 0.04% +14 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: 8,460 shares; 2024Q4: 7,984 shares; 2025Q1: 7,947 shares; 2025Q2: 41,787 shares; 2025Q3: 41,836 shares; 2025Q4: 43,314 shares; 2026Q1: 43,014 shares 43,014 $2.33M 0.04% -300 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: 27,560 shares; 2024Q4: 24,873 shares; 2025Q1: 24,685 shares; 2025Q2: 25,282 shares; 2025Q3: 25,087 shares; 2025Q4: 24,010 shares; 2026Q1: 24,064 shares 24,064 $2.32M 0.04% +54 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: 47,796 shares; 2024Q4: 49,572 shares; 2025Q1: 51,836 shares; 2025Q2: 15,431 shares; 2025Q3: 11,166 shares; 2025Q4: 10,684 shares; 2026Q1: 8,570 shares 8,570 $2.32M 0.04% -2,114 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 9,192 shares; 2025Q1: 9,545 shares; 2025Q2: 9,772 shares; 2025Q3: 11,586 shares; 2025Q4: 12,037 shares; 2026Q1: 14,337 shares 14,337 $2.3M 0.04% +2,300 Timeline IBMP 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: 73,923 shares; 2024Q4: 83,324 shares; 2025Q1: 83,324 shares; 2025Q2: 83,324 shares; 2025Q3: 83,324 shares; 2025Q4: 82,337 shares; 2026Q1: 90,149 shares 90,149 $2.29M 0.04% +7,812 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,074 shares; 2024Q4: 62,051 shares; 2025Q1: 59,394 shares; 2025Q2: 60,123 shares; 2025Q3: 58,963 shares; 2025Q4: 55,538 shares; 2026Q1: 47,241 shares 47,241 $2.2M 0.03% -8,297 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,289 shares; 2025Q1: 11,289 shares; 2025Q2: 12,384 shares; 2025Q3: 14,913 shares; 2025Q4: 14,913 shares; 2026Q1: 24,824 shares 24,824 $2.19M 0.03% +9,911 Timeline ESGV 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: 17,099 shares; 2024Q4: 17,099 shares; 2025Q1: 16,964 shares; 2025Q2: 18,423 shares; 2025Q3: 18,423 shares; 2025Q4: 18,452 shares; 2026Q1: 19,297 shares 19,297 $2.17M 0.03% +845 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,101 shares; 2024Q4: 92,950 shares; 2025Q1: 93,611 shares; 2025Q2: 93,432 shares; 2025Q3: 92,912 shares; 2025Q4: 70,985 shares; 2026Q1: 66,845 shares 66,845 $2.14M 0.03% -4,140 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: 3,252 shares; 2024Q4: 3,219 shares; 2025Q1: 3,202 shares; 2025Q2: 3,936 shares; 2025Q3: 3,783 shares; 2025Q4: 3,913 shares; 2026Q1: 3,968 shares 3,968 $2.13M 0.03% +55 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,233 shares; 2024Q4: 19,872 shares; 2025Q1: 19,372 shares; 2025Q2: 19,531 shares; 2025Q3: 19,428 shares; 2025Q4: 19,877 shares; 2026Q1: 22,320 shares 22,320 $2.06M 0.03% +2,443 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 9,184 shares; 2025Q1: 8,424 shares; 2025Q2: 8,259 shares; 2025Q3: 8,014 shares; 2025Q4: 7,984 shares; 2026Q1: 9,516 shares 9,516 $2.01M 0.03% +1,532 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,457 shares; 2024Q4: 18,643 shares; 2025Q1: 18,379 shares; 2025Q2: 18,373 shares; 2025Q3: 18,373 shares; 2025Q4: 18,295 shares; 2026Q1: 18,304 shares 18,304 $2.01M 0.03% +9 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 3,617 shares; 2025Q1: 3,803 shares; 2025Q2: 3,849 shares; 2025Q3: 4,145 shares; 2025Q4: 4,147 shares; 2026Q1: 4,428 shares 4,428 $1.93M 0.03% +281 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: 7,452 shares; 2024Q4: 7,548 shares; 2025Q1: 7,534 shares; 2025Q2: 7,584 shares; 2025Q3: 6,189 shares; 2025Q4: 5,904 shares; 2026Q1: 5,586 shares 5,586 $1.89M 0.03% -318 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 1,231 shares; 2025Q1: 1,425 shares; 2025Q2: 2,047 shares; 2025Q3: 2,521 shares; 2025Q4: 1,488 shares; 2026Q1: 1,610 shares 1,610 $1.87M 0.03% +122 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,063 shares; 2025Q1: 4,971 shares; 2025Q2: 5,221 shares; 2025Q3: 5,133 shares; 2025Q4: 4,964 shares; 2026Q1: 4,644 shares 4,644 $1.82M 0.03% -320 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,850 shares; 2025Q1: 5,960 shares; 2025Q2: 6,535 shares; 2025Q3: 6,705 shares; 2025Q4: 6,121 shares; 2026Q1: 6,105 shares 6,105 $1.77M 0.03% -16 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: 8,082 shares; 2024Q4: 8,370 shares; 2025Q1: 8,070 shares; 2025Q2: 8,609 shares; 2025Q3: 8,605 shares; 2025Q4: 8,300 shares; 2026Q1: 8,304 shares 8,304 $1.73M 0.03% +4 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 11,958 shares; 2025Q1: 11,958 shares; 2025Q2: 11,963 shares; 2025Q3: 11,958 shares; 2025Q4: 11,989 shares; 2026Q1: 11,958 shares 11,958 $1.73M 0.03% -31 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 14,016 shares; 2025Q1: 15,742 shares; 2025Q2: 15,910 shares; 2025Q3: 15,910 shares; 2025Q4: 16,189 shares; 2026Q1: 19,881 shares 19,881 $1.73M 0.03% +3,692 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,132 shares; 2024Q4: 17,132 shares; 2025Q1: 16,334 shares; 2025Q2: 16,334 shares; 2025Q3: 16,616 shares; 2025Q4: 16,616 shares; 2026Q1: 15,926 shares 15,926 $1.7M 0.03% -690 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: 5,057 shares; 2024Q4: 12,566 shares; 2025Q1: 14,162 shares; 2025Q2: 14,007 shares; 2025Q3: 13,555 shares; 2025Q4: 13,051 shares; 2026Q1: 12,821 shares 12,821 $1.68M 0.03% -230 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,851 shares; 2025Q1: 3,802 shares; 2025Q2: 3,787 shares; 2025Q3: 3,742 shares; 2025Q4: 3,810 shares; 2026Q1: 3,838 shares 3,838 $1.65M 0.03% +28 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,913 shares; 2024Q4: 34,393 shares; 2025Q1: 38,925 shares; 2025Q2: 42,563 shares; 2025Q3: 11,536 shares; 2025Q4: 7,408 shares; 2026Q1: 6,705 shares 6,705 $1.63M 0.03% -703 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,974 shares; 2024Q4: 14,838 shares; 2025Q1: 15,275 shares; 2025Q2: 15,297 shares; 2025Q3: 15,297 shares; 2025Q4: 15,297 shares; 2026Q1: 12,821 shares 12,821 $1.62M 0.03% -2,476 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 6,933 shares; 2025Q1: 6,933 shares; 2025Q2: 6,933 shares; 2025Q3: 6,933 shares; 2025Q4: 7,633 shares; 2026Q1: 37,770 shares 37,770 $1.58M 0.02% +30,137 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,542 shares; 2025Q1: 1,624 shares; 2025Q2: 1,644 shares; 2025Q3: 1,623 shares; 2025Q4: 16,736 shares; 2026Q1: 16,330 shares 16,330 $1.57M 0.02% -406 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 54,437 shares; 2025Q1: 52,623 shares; 2025Q2: 53,162 shares; 2025Q3: 52,717 shares; 2025Q4: 30,227 shares; 2026Q1: 30,069 shares 30,069 $1.55M 0.02% -158 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,833 shares; 2024Q4: 83,290 shares; 2025Q1: 85,285 shares; 2025Q2: 24,794 shares; 2025Q3: 19,522 shares; 2025Q4: 15,592 shares; 2026Q1: 12,923 shares 12,923 $1.53M 0.02% -2,669 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: 4,766 shares; 2024Q4: 4,757 shares; 2025Q1: 4,823 shares; 2025Q2: 5,264 shares; 2025Q3: 5,258 shares; 2025Q4: 5,285 shares; 2026Q1: 5,233 shares 5,233 $1.53M 0.02% -52 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,869 shares; 2024Q4: 20,869 shares; 2025Q1: 20,737 shares; 2025Q2: 20,749 shares; 2025Q3: 18,082 shares; 2025Q4: 18,300 shares; 2026Q1: 20,150 shares 20,150 $1.52M 0.02% +1,850 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,665 shares; 2025Q3: 77,665 shares; 2025Q4: 76,484 shares; 2026Q1: 78,315 shares 78,315 $1.51M 0.02% +1,831 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,790 shares; 2024Q4: 18,790 shares; 2025Q1: 16,362 shares; 2025Q2: 16,622 shares; 2025Q3: 16,362 shares; 2025Q4: 16,681 shares; 2026Q1: 16,194 shares 16,194 $1.51M 0.02% -487 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,382 shares; 2025Q1: 4,370 shares; 2025Q2: 4,625 shares; 2025Q3: 4,611 shares; 2025Q4: 4,623 shares; 2026Q1: 4,537 shares 4,537 $1.49M 0.02% -86 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: 8,093 shares; 2024Q4: 8,093 shares; 2025Q1: 8,093 shares; 2025Q2: 33,648 shares; 2025Q3: 35,373 shares; 2025Q4: 39,624 shares; 2026Q1: 38,972 shares 38,972 $1.47M 0.02% -652 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,241 shares; 2024Q4: 28,683 shares; 2025Q1: 28,545 shares; 2025Q2: 27,663 shares; 2025Q3: 25,980 shares; 2025Q4: 27,601 shares; 2026Q1: 25,252 shares 25,252 $1.42M 0.02% -2,349 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,838 shares; 2024Q4: 58,838 shares; 2025Q1: 58,838 shares; 2025Q2: 58,838 shares; 2025Q3: 57,854 shares; 2025Q4: 55,495 shares; 2026Q1: 54,497 shares 54,497 $1.4M 0.02% -998 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: 8,630 shares; 2024Q4: 9,168 shares; 2025Q1: 8,720 shares; 2025Q2: 8,949 shares; 2025Q3: 8,235 shares; 2025Q4: 7,755 shares; 2026Q1: 7,589 shares 7,589 $1.38M 0.02% -166 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: 8,471 shares; 2024Q4: 8,450 shares; 2025Q1: 16,695 shares; 2025Q2: 16,992 shares; 2025Q3: 16,769 shares; 2025Q4: 18,954 shares; 2026Q1: 21,436 shares 21,436 $1.37M 0.02% +2,482 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: 17,861 shares; 2024Q4: 17,861 shares; 2025Q1: 17,861 shares; 2025Q2: 17,861 shares; 2025Q3: 17,293 shares; 2025Q4: 17,293 shares; 2026Q1: 17,293 shares 17,293 $1.37M 0.02% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 7,682 shares; 2025Q1: 7,682 shares; 2025Q2: 7,402 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 7,000 shares 7,000 $1.37M 0.02% -400 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: 11,126 shares; 2024Q4: 10,978 shares; 2025Q1: 9,317 shares; 2025Q2: 9,214 shares; 2025Q3: 9,368 shares; 2025Q4: 9,368 shares; 2026Q1: 9,314 shares 9,314 $1.37M 0.02% -54 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 6,508 shares; 2025Q1: 6,829 shares; 2025Q2: 6,829 shares; 2025Q3: 7,119 shares; 2025Q4: 6,546 shares; 2026Q1: 7,120 shares 7,120 $1.35M 0.02% +574 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,424 shares; 2024Q4: 19,323 shares; 2025Q1: 18,235 shares; 2025Q2: 17,723 shares; 2025Q3: 24,298 shares; 2025Q4: 24,604 shares; 2026Q1: 26,721 shares 26,721 $1.32M 0.02% +2,117 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,149 shares; 2024Q4: 32,113 shares; 2025Q1: 31,097 shares; 2025Q2: 32,862 shares; 2025Q3: 31,695 shares; 2025Q4: 30,253 shares; 2026Q1: 30,050 shares 30,050 $1.3M 0.02% -203 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 6,263 shares; 2025Q1: 5,609 shares; 2025Q2: 5,508 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares; 2026Q1: 6,719 shares 6,719 $1.29M 0.02% +897 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 3,950 shares; 2025Q1: 4,036 shares; 2025Q2: 6,351 shares; 2025Q3: 7,606 shares; 2025Q4: 7,526 shares; 2026Q1: 7,532 shares 7,532 $1.27M 0.02% +6 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 14,628 shares; 2025Q1: 14,628 shares; 2025Q2: 14,474 shares; 2025Q3: 13,818 shares; 2025Q4: 13,818 shares; 2026Q1: 13,826 shares 13,826 $1.26M 0.02% +8 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 15,288 shares; 2025Q1: 14,433 shares; 2025Q2: 19,627 shares; 2025Q3: 21,238 shares; 2025Q4: 21,611 shares; 2026Q1: 27,701 shares 27,701 $1.25M 0.02% +6,090 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,851 shares; 2024Q4: 17,851 shares; 2025Q1: 17,851 shares; 2025Q2: 27,750 shares; 2025Q3: 27,750 shares; 2025Q4: 27,750 shares; 2026Q1: 27,750 shares 27,750 $1.24M 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 4,207 shares; 2025Q1: 3,503 shares; 2025Q2: 3,426 shares; 2025Q3: 3,423 shares; 2025Q4: 3,252 shares; 2026Q1: 2,975 shares 2,975 $1.24M 0.02% -277 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,866 shares; 2025Q1: 1,870 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,777 shares; 2026Q1: 1,796 shares 1,796 $1.23M 0.02% +19 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: 3,131 shares; 2024Q4: 3,135 shares; 2025Q1: 2,646 shares; 2025Q2: 2,789 shares; 2025Q3: 3,004 shares; 2025Q4: 3,209 shares; 2026Q1: 3,274 shares 3,274 $1.22M 0.02% +65 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,713 shares; 2025Q3: 5,998 shares; 2025Q4: 5,998 shares; 2026Q1: 6,001 shares 6,001 $1.19M 0.02% +3 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 311 shares; 2025Q1: 312 shares; 2025Q2: 322 shares; 2025Q3: 334 shares; 2025Q4: 344 shares; 2026Q1: 352 shares 352 $1.19M 0.02% +8 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,264 shares; 2024Q4: 6,048 shares; 2025Q1: 3,799 shares; 2025Q2: 5,598 shares; 2025Q3: 5,487 shares; 2025Q4: 5,365 shares; 2026Q1: 4,648 shares 4,648 $1.13M 0.02% -717 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,778 shares; 2024Q4: 7,962 shares; 2025Q1: 7,780 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares; 2026Q1: 7,755 shares 7,755 $1.13M 0.02% -25 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: 11,005 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,016 shares 11,016 $1.13M 0.02% +16 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,281 shares; 2025Q1: 7,281 shares; 2025Q2: 7,286 shares; 2025Q3: 13,171 shares; 2025Q4: 13,171 shares; 2026Q1: 13,171 shares 13,171 $1.12M 0.02% 0 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 27,680 shares; 2025Q1: 31,455 shares; 2025Q2: 17,180 shares; 2025Q3: 17,180 shares; 2025Q4: 15,830 shares; 2026Q1: 15,830 shares 15,830 $1.11M 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 5,408 shares; 2025Q1: 5,033 shares; 2025Q2: 7,214 shares; 2025Q3: 7,192 shares; 2025Q4: 6,762 shares; 2026Q1: 6,975 shares 6,975 $1.1M 0.02% +213 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 2,599 shares; 2025Q1: 2,439 shares; 2025Q2: 2,441 shares; 2025Q3: 2,578 shares; 2025Q4: 1,573 shares; 2026Q1: 2,508 shares 2,508 $1.09M 0.02% +935 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 10,184 shares; 2025Q1: 7,612 shares; 2025Q2: 7,657 shares; 2025Q3: 7,589 shares; 2025Q4: 7,608 shares; 2026Q1: 7,659 shares 7,659 $1.05M 0.02% +51 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: 6,224 shares; 2024Q4: 5,856 shares; 2025Q1: 5,799 shares; 2025Q2: 5,473 shares; 2025Q3: 5,290 shares; 2025Q4: 5,566 shares; 2026Q1: 5,401 shares 5,401 $1.05M 0.02% -165 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 21,608 shares; 2025Q1: 12,769 shares; 2025Q2: 10,085 shares; 2025Q3: 7,554 shares; 2025Q4: 11,063 shares; 2026Q1: 9,456 shares 9,456 $1.05M 0.02% -1,607 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,773 shares; 2025Q3: 2,793 shares; 2025Q4: 2,858 shares; 2026Q1: 2,792 shares 2,792 $1.03M 0.02% -66 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: 4,578 shares; 2024Q4: 4,739 shares; 2025Q1: 4,334 shares; 2025Q2: 4,463 shares; 2025Q3: 5,760 shares; 2025Q4: 3,864 shares; 2026Q1: 4,967 shares 4,967 $1.03M 0.02% +1,103 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: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 11,257 shares; 2025Q2: 18,839 shares; 2025Q3: 13,869 shares; 2025Q4: 15,790 shares; 2026Q1: 16,514 shares 16,514 $1.02M 0.02% +724 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,592 shares; 2024Q4: 11,592 shares; 2025Q1: 11,592 shares; 2025Q2: 11,957 shares; 2025Q3: 11,561 shares; 2025Q4: 11,625 shares; 2026Q1: 11,557 shares 11,557 $1.02M 0.02% -68 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,120 shares; 2025Q3: 15,540 shares; 2025Q4: 17,845 shares; 2026Q1: 17,333 shares 17,333 $1.01M 0.02% -512 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 781 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 790 shares 790 $996K 0.02% +15 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,137 shares; 2024Q4: 13,948 shares; 2025Q1: 13,272 shares; 2025Q2: 13,272 shares; 2025Q3: 13,272 shares; 2025Q4: 13,272 shares; 2026Q1: 12,674 shares 12,674 $994K 0.02% -598 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,042 shares; 2024Q4: 33,349 shares; 2025Q1: 32,779 shares; 2025Q2: 32,864 shares; 2025Q3: 33,678 shares; 2025Q4: 20,651 shares; 2026Q1: 17,591 shares 17,591 $982K 0.02% -3,060 Timeline IBMQ 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: 36,400 shares; 2024Q4: 36,400 shares; 2025Q1: 36,400 shares; 2025Q2: 36,400 shares; 2025Q3: 36,400 shares; 2025Q4: 35,413 shares; 2026Q1: 38,429 shares 38,429 $981K 0.02% +3,016 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,259 shares; 2024Q4: 21,436 shares; 2025Q1: 21,782 shares; 2025Q2: 21,759 shares; 2025Q3: 23,185 shares; 2025Q4: 22,208 shares; 2026Q1: 21,303 shares 21,303 $979K 0.02% -905 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,733 shares; 2025Q1: 2,742 shares; 2025Q2: 2,738 shares; 2025Q3: 2,782 shares; 2025Q4: 2,988 shares; 2026Q1: 2,990 shares 2,990 $978K 0.02% +2 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: 1,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,916 shares; 2025Q3: 6,904 shares; 2025Q4: 8,955 shares; 2026Q1: 8,626 shares 8,626 $976K 0.02% -329 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: 7,137 shares; 2024Q4: 6,930 shares; 2025Q1: 6,700 shares; 2025Q2: 7,701 shares; 2025Q3: 6,798 shares; 2025Q4: 6,343 shares; 2026Q1: 6,401 shares 6,401 $948K 0.01% +58 Timeline IYH 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: 30,704 shares; 2024Q4: 104,940 shares; 2025Q1: 33,804 shares; 2025Q2: 21,509 shares; 2025Q3: 21,414 shares; 2025Q4: 16,625 shares; 2026Q1: 15,172 shares 15,172 $935K 0.01% -1,453 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,056 shares; 2025Q1: 6,577 shares; 2025Q2: 6,166 shares; 2025Q3: 4,691 shares; 2025Q4: 3,509 shares; 2026Q1: 5,393 shares 5,393 $931K 0.01% +1,884 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 9,360 shares; 2025Q1: 9,397 shares; 2025Q2: 8,145 shares; 2025Q3: 8,295 shares; 2025Q4: 8,295 shares; 2026Q1: 8,759 shares 8,759 $930K 0.01% +464 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,833 shares; 2024Q4: 11,074 shares; 2025Q1: 11,726 shares; 2025Q2: 11,691 shares; 2025Q3: 11,672 shares; 2025Q4: 11,650 shares; 2026Q1: 12,446 shares 12,446 $895K 0.01% +796 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,748 shares; 2025Q1: 4,989 shares; 2025Q2: 5,409 shares; 2025Q3: 5,659 shares; 2025Q4: 5,659 shares; 2026Q1: 5,662 shares 5,662 $891K 0.01% +3 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,740 shares; 2025Q1: not reported; 2025Q2: 4,775 shares; 2025Q3: 4,808 shares; 2025Q4: 4,882 shares; 2026Q1: 6,059 shares 6,059 $886K 0.01% +1,177 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 4,387 shares; 2025Q3: 4,195 shares; 2025Q4: 4,235 shares; 2026Q1: 4,200 shares 4,200 $868K 0.01% -35 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: 3,261 shares; 2024Q4: 3,150 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,757 shares; 2025Q4: 2,752 shares; 2026Q1: 2,752 shares 2,752 $864K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 3,154 shares; 2025Q1: 2,474 shares; 2025Q2: 2,489 shares; 2025Q3: 3,165 shares; 2025Q4: 3,255 shares; 2026Q1: 3,022 shares 3,022 $858K 0.01% -233 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: 6,501 shares; 2024Q4: 6,616 shares; 2025Q1: 6,782 shares; 2025Q2: 6,251 shares; 2025Q3: 7,160 shares; 2025Q4: 14,320 shares; 2026Q1: 13,942 shares 13,942 $854K 0.01% -378 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 9,349 shares; 2025Q1: 9,343 shares; 2025Q2: 9,352 shares; 2025Q3: 9,343 shares; 2025Q4: 10,077 shares; 2026Q1: 10,077 shares 10,077 $844K 0.01% 0 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: 3,191 shares; 2024Q4: 3,148 shares; 2025Q1: 3,111 shares; 2025Q2: 3,571 shares; 2025Q3: 3,596 shares; 2025Q4: 3,812 shares; 2026Q1: 3,902 shares 3,902 $839K 0.01% +90 Timeline IYF 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: 5,895 shares; 2024Q4: 7,924 shares; 2025Q1: 5,472 shares; 2025Q2: 5,323 shares; 2025Q3: 5,323 shares; 2025Q4: 9,020 shares; 2026Q1: 7,099 shares 7,099 $835K 0.01% -1,921 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,149 shares; 2025Q1: 4,149 shares; 2025Q2: 4,412 shares; 2025Q3: 4,409 shares; 2025Q4: 4,409 shares; 2026Q1: 4,409 shares 4,409 $834K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 4,656 shares; 2025Q1: 4,656 shares; 2025Q2: 4,656 shares; 2025Q3: 4,656 shares; 2025Q4: 6,894 shares; 2026Q1: 5,631 shares 5,631 $831K 0.01% -1,263 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: 11,599 shares; 2025Q1: 11,634 shares; 2025Q2: 11,630 shares; 2025Q3: 11,275 shares; 2025Q4: 11,275 shares; 2026Q1: 11,140 shares 11,140 $830K 0.01% -135 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,822 shares; 2024Q4: 6,764 shares; 2025Q1: 6,656 shares; 2025Q2: 7,021 shares; 2025Q3: 6,902 shares; 2025Q4: 6,682 shares; 2026Q1: 6,482 shares 6,482 $821K 0.01% -200 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,167 shares; 2024Q4: 15,113 shares; 2025Q1: 14,988 shares; 2025Q2: 16,801 shares; 2025Q3: 15,769 shares; 2025Q4: 16,144 shares; 2026Q1: 16,178 shares 16,178 $820K 0.01% +34 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,899 shares; 2025Q1: 12,899 shares; 2025Q2: 17,385 shares; 2025Q3: 17,047 shares; 2025Q4: 17,047 shares; 2026Q1: 13,971 shares 13,971 $818K 0.01% -3,076 Timeline OEF 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 2,569 shares 2,569 $817K 0.01% +738 Timeline IBDY 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: 11,862 shares; 2025Q2: 12,862 shares; 2025Q3: 14,104 shares; 2025Q4: 18,104 shares; 2026Q1: 31,104 shares 31,104 $804K 0.01% +13,000 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,453 shares; 2025Q1: 2,453 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,628 shares; 2026Q1: 2,628 shares 2,628 $794K 0.01% 0 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: 3,642 shares; 2024Q4: 3,652 shares; 2025Q1: 4,282 shares; 2025Q2: 4,252 shares; 2025Q3: 4,397 shares; 2025Q4: 4,466 shares; 2026Q1: 4,084 shares 4,084 $784K 0.01% -382 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: 4,515 shares; 2024Q4: 4,520 shares; 2025Q1: 6,980 shares; 2025Q2: 7,537 shares; 2025Q3: 7,194 shares; 2025Q4: 7,780 shares; 2026Q1: 7,780 shares 7,780 $783K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,243 shares; 2024Q4: 9,213 shares; 2025Q1: 9,120 shares; 2025Q2: 9,177 shares; 2025Q3: 9,213 shares; 2025Q4: 9,257 shares; 2026Q1: 9,579 shares 9,579 $783K 0.01% +322 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,950 shares 3,950 $779K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 3,958 shares; 2025Q1: 3,950 shares; 2025Q2: 3,889 shares; 2025Q3: 3,812 shares; 2025Q4: 3,900 shares; 2026Q1: 3,902 shares 3,902 $771K 0.01% +2 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,863 shares; 2024Q4: 10,563 shares; 2025Q1: 10,258 shares; 2025Q2: 10,356 shares; 2025Q3: 10,258 shares; 2025Q4: 10,258 shares; 2026Q1: 10,258 shares 10,258 $771K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares 1,632 $756K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: 5,816 shares; 2025Q1: 5,831 shares; 2025Q2: 5,833 shares; 2025Q3: 5,831 shares; 2025Q4: 5,831 shares; 2026Q1: 5,801 shares 5,801 $754K 0.01% -30 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,804 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares; 2025Q4: 6,804 shares; 2026Q1: 6,804 shares 6,804 $726K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,537 shares; 2024Q4: 173,977 shares; 2025Q1: 202,409 shares; 2025Q2: 208,310 shares; 2025Q3: 207,838 shares; 2025Q4: 201,336 shares; 2026Q1: 15,832 shares 15,832 $716K 0.01% -185,504 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: 3,063 shares; 2024Q4: 3,148 shares; 2025Q1: 3,176 shares; 2025Q2: 3,338 shares; 2025Q3: 3,537 shares; 2025Q4: 3,386 shares; 2026Q1: 3,078 shares 3,078 $707K 0.01% -308 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,669 shares; 2024Q4: 12,294 shares; 2025Q1: 12,294 shares; 2025Q2: 12,396 shares; 2025Q3: 12,394 shares; 2025Q4: 10,594 shares; 2026Q1: 5,693 shares 5,693 $692K 0.01% -4,901 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: 8,791 shares; 2024Q4: 8,791 shares; 2025Q1: 8,879 shares; 2025Q2: 9,516 shares; 2025Q3: 8,879 shares; 2025Q4: 8,879 shares; 2026Q1: 9,822 shares 9,822 $689K 0.01% +943 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,406 shares; 2024Q4: 17,304 shares; 2025Q1: 16,033 shares; 2025Q2: 16,495 shares; 2025Q3: 16,033 shares; 2025Q4: 15,433 shares; 2026Q1: 14,574 shares 14,574 $685K 0.01% -859 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: 8,089 shares; 2024Q4: 8,089 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,060 shares; 2026Q1: 8,060 shares 8,060 $684K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,239 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,169 shares; 2026Q1: 2,157 shares 2,157 $656K 0.01% -12 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,265 shares; 2025Q1: 3,374 shares; 2025Q2: 3,375 shares; 2025Q3: 3,315 shares; 2025Q4: 3,283 shares; 2026Q1: 3,365 shares 3,365 $639K 0.01% +82 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 11,288 shares; 2025Q1: 11,084 shares; 2025Q2: 10,882 shares; 2025Q3: 11,729 shares; 2025Q4: 10,031 shares; 2026Q1: 8,748 shares 8,748 $637K 0.01% -1,283 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,660 shares; 2025Q1: 5,675 shares; 2025Q2: 7,186 shares; 2025Q3: 6,175 shares; 2025Q4: 5,765 shares; 2026Q1: 5,765 shares 5,765 $636K 0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 9,749 shares; 2025Q1: 9,537 shares; 2025Q2: 9,304 shares; 2025Q3: 9,107 shares; 2025Q4: 8,866 shares; 2026Q1: 9,682 shares 9,682 $631K 0.01% +816 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: 1,978 shares; 2024Q4: 1,802 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 2,022 shares; 2025Q4: 1,860 shares; 2026Q1: 1,730 shares 1,730 $628K 0.01% -130 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: 3,541 shares; 2024Q4: 3,540 shares; 2025Q1: 3,710 shares; 2025Q2: 3,714 shares; 2025Q3: 3,982 shares; 2025Q4: 3,591 shares; 2026Q1: 3,688 shares 3,688 $624K 0.01% +97 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 3,262 shares; 2025Q3: 3,146 shares; 2025Q4: 2,686 shares; 2026Q1: 2,860 shares 2,860 $621K 0.01% +174 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 5,263 shares; 2025Q1: 5,087 shares; 2025Q2: 5,095 shares; 2025Q3: 5,086 shares; 2025Q4: 9,136 shares; 2026Q1: 8,573 shares 8,573 $620K 0.01% -563 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 4,693 shares; 2025Q1: 6,485 shares; 2025Q2: 7,522 shares; 2025Q3: 7,514 shares; 2025Q4: 7,528 shares; 2026Q1: 7,476 shares 7,476 $611K 0.01% -52 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 10,006 shares; 2025Q2: 10,006 shares; 2025Q3: 10,006 shares; 2025Q4: 15,007 shares; 2026Q1: 15,007 shares 15,007 $607K 0.01% 0 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: 15,307 shares; 2024Q4: 14,207 shares; 2025Q1: 14,119 shares; 2025Q2: 14,126 shares; 2025Q3: 12,494 shares; 2025Q4: 6,785 shares; 2026Q1: 7,064 shares 7,064 $602K 0.01% +279 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 906 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 890 shares; 2025Q4: 952 shares; 2026Q1: 976 shares 976 $602K 0.01% +24 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,013 shares 13,013 $601K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,451 shares; 2025Q2: 1,455 shares; 2025Q3: 1,396 shares; 2025Q4: 1,294 shares; 2026Q1: 1,269 shares 1,269 $601K 0.01% -25 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $599K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL 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: 2,200 shares 2,200 $584K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 3,043 shares; 2025Q1: 3,070 shares; 2025Q2: 2,597 shares; 2025Q3: 2,396 shares; 2025Q4: 2,173 shares; 2026Q1: 2,063 shares 2,063 $583K 0.01% -110 Timeline ICF 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: 9,502 shares; 2024Q4: 9,502 shares; 2025Q1: 9,502 shares; 2025Q2: 9,502 shares; 2025Q3: 9,502 shares; 2025Q4: 9,318 shares; 2026Q1: 9,318 shares 9,318 $577K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,515 shares; 2024Q4: 30,785 shares; 2025Q1: 19,785 shares; 2025Q2: 9,757 shares; 2025Q3: 9,583 shares; 2025Q4: 8,382 shares; 2026Q1: 7,703 shares 7,703 $553K 0.01% -679 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,419 shares; 2026Q1: 7,440 shares 7,440 $553K 0.01% +3,021 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,064 shares; 2025Q1: 2,030 shares; 2025Q2: 2,013 shares; 2025Q3: 1,688 shares; 2025Q4: 1,637 shares; 2026Q1: 2,397 shares 2,397 $530K 0.01% +760 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: 5,604 shares; 2024Q4: 5,594 shares; 2025Q1: 5,594 shares; 2025Q2: 5,563 shares; 2025Q3: 5,545 shares; 2025Q4: 6,262 shares; 2026Q1: 5,109 shares 5,109 $529K 0.01% -1,153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,709 shares; 2025Q4: 5,420 shares; 2026Q1: 5,447 shares 5,447 $529K 0.01% +27 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,285 shares; 2024Q4: 12,261 shares; 2025Q1: 12,261 shares; 2025Q2: 12,277 shares; 2025Q3: 12,261 shares; 2025Q4: 12,261 shares; 2026Q1: 12,279 shares 12,279 $516K 0.01% +18 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: 5,292 shares; 2024Q4: 7,859 shares; 2025Q1: 8,577 shares; 2025Q2: 8,588 shares; 2025Q3: 7,639 shares; 2025Q4: 8,120 shares; 2026Q1: 7,441 shares 7,441 $516K 0.01% -679 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,984 shares; 2025Q1: 18,984 shares; 2025Q2: 18,984 shares; 2025Q3: 18,984 shares; 2025Q4: 18,984 shares; 2026Q1: 18,984 shares 18,984 $515K 0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,496 shares; 2024Q4: 5,515 shares; 2025Q1: 5,541 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,426 shares; 2026Q1: 5,426 shares 5,426 $513K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,772 shares; 2025Q1: 2,529 shares; 2025Q2: 2,135 shares; 2025Q3: 2,552 shares; 2025Q4: 1,976 shares; 2026Q1: 2,442 shares 2,442 $510K 0.01% +466 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: 3,019 shares; 2024Q4: not reported; 2025Q1: 3,019 shares; 2025Q2: 6,265 shares; 2025Q3: 5,960 shares; 2025Q4: 5,960 shares; 2026Q1: 5,794 shares 5,794 $502K 0.01% -166 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,380 shares; 2026Q1: 4,347 shares 4,347 $502K 0.01% -33 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,444 shares; 2025Q1: 9,238 shares; 2025Q2: 9,307 shares; 2025Q3: 9,788 shares; 2025Q4: 9,788 shares; 2026Q1: 9,788 shares 9,788 $495K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L 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: 22,076 shares; 2025Q3: 22,076 shares; 2025Q4: 22,076 shares; 2026Q1: 22,076 shares 22,076 $493K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,721 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,721 shares; 2026Q1: 2,727 shares 2,727 $491K 0.01% +6 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,570 shares; 2024Q4: 45,143 shares; 2025Q1: 45,105 shares; 2025Q2: 30,793 shares; 2025Q3: 29,330 shares; 2025Q4: 25,294 shares; 2026Q1: 25,294 shares 25,294 $486K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 3,945 shares; 2025Q1: 3,945 shares; 2025Q2: 3,900 shares; 2025Q3: 3,224 shares; 2025Q4: 3,316 shares; 2026Q1: 3,321 shares 3,321 $486K 0.01% +5 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,699 shares; 2024Q4: 5,699 shares; 2025Q1: 6,469 shares; 2025Q2: 6,740 shares; 2025Q3: 7,118 shares; 2025Q4: 7,061 shares; 2026Q1: 5,133 shares 5,133 $475K 0.01% -1,928 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,331 shares; 2025Q1: 5,965 shares; 2025Q2: 6,390 shares; 2025Q3: 5,792 shares; 2025Q4: 5,617 shares; 2026Q1: 5,088 shares 5,088 $472K 0.01% -529 Timeline IYK 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: 22,379 shares; 2024Q4: 19,514 shares; 2025Q1: 9,140 shares; 2025Q2: 8,750 shares; 2025Q3: 6,491 shares; 2025Q4: 7,624 shares; 2026Q1: 6,718 shares 6,718 $470K 0.01% -906 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 7,416 shares; 2025Q2: 7,024 shares; 2025Q3: 6,973 shares; 2025Q4: 6,680 shares; 2026Q1: 6,016 shares 6,016 $464K 0.01% -664 Timeline VOX 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: 3,130 shares; 2024Q4: 3,080 shares; 2025Q1: 3,030 shares; 2025Q2: 2,940 shares; 2025Q3: 2,840 shares; 2025Q4: 2,613 shares; 2026Q1: 2,553 shares 2,553 $459K 0.01% -60 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,460 shares; 2026Q1: 8,050 shares 8,050 $459K 0.01% -1,410 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,500 shares 1,500 $453K 0.01% -100 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,754 shares; 2024Q4: 43,731 shares; 2025Q1: 41,985 shares; 2025Q2: 29,969 shares; 2025Q3: 28,373 shares; 2025Q4: 24,386 shares; 2026Q1: 20,066 shares 20,066 $451K 0.01% -4,320 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,646 shares 7,646 $445K 0.01% new 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: 4,893 shares; 2024Q4: 4,986 shares; 2025Q1: 3,670 shares; 2025Q2: 4,060 shares; 2025Q3: 4,055 shares; 2025Q4: 3,571 shares; 2026Q1: 3,254 shares 3,254 $443K 0.01% -317 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 4,051 shares; 2025Q1: 5,632 shares; 2025Q2: 5,706 shares; 2025Q3: 5,333 shares; 2025Q4: 3,953 shares; 2026Q1: 4,894 shares 4,894 $443K 0.01% +941 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,038 shares; 2025Q1: 1,144 shares; 2025Q2: 1,619 shares; 2025Q3: 1,572 shares; 2025Q4: 1,578 shares; 2026Q1: 1,502 shares 1,502 $440K 0.01% -76 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,758 shares; 2024Q4: 18,758 shares; 2025Q1: 16,703 shares; 2025Q2: 16,730 shares; 2025Q3: 18,558 shares; 2025Q4: 16,703 shares; 2026Q1: 16,735 shares 16,735 $437K 0.01% +32 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 717 shares; 2025Q1: 702 shares; 2025Q2: 1,055 shares; 2025Q3: 1,052 shares; 2025Q4: 1,231 shares; 2026Q1: 1,109 shares 1,109 $433K 0.01% -122 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,486 shares; 2025Q1: 3,676 shares; 2025Q2: 3,576 shares; 2025Q3: 3,628 shares; 2025Q4: 3,646 shares; 2026Q1: 3,646 shares 3,646 $432K 0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 5,863 shares; 2025Q2: 5,863 shares; 2025Q3: 5,863 shares; 2025Q4: 5,863 shares; 2026Q1: 5,893 shares 5,893 $430K 0.01% +30 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 7,500 shares 7,500 $428K 0.01% +1,000 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 7,869 shares; 2025Q1: 7,213 shares; 2025Q2: 7,446 shares; 2025Q3: 7,213 shares; 2025Q4: 7,582 shares; 2026Q1: 7,582 shares 7,582 $418K 0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,771 shares 3,771 $418K 0.01% +21 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,236 shares 2,236 $413K 0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,288 shares; 2024Q4: 29,863 shares; 2025Q1: 29,997 shares; 2025Q2: 4,957 shares; 2025Q3: 5,807 shares; 2025Q4: 5,807 shares; 2026Q1: 5,807 shares 5,807 $413K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 9,044 shares; 2025Q1: 8,554 shares; 2025Q2: 8,440 shares; 2025Q3: 8,433 shares; 2025Q4: 8,899 shares; 2026Q1: 8,919 shares 8,919 $408K 0.01% +20 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,523 shares; 2024Q4: 7,191 shares; 2025Q1: 6,592 shares; 2025Q2: 6,217 shares; 2025Q3: 5,874 shares; 2025Q4: 5,861 shares; 2026Q1: 5,817 shares 5,817 $404K 0.01% -44 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 7,168 shares; 2025Q1: 8,538 shares; 2025Q2: 8,546 shares; 2025Q3: 9,164 shares; 2025Q4: 6,951 shares; 2026Q1: 4,997 shares 4,997 $397K 0.01% -1,954 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 10,001 shares; 2025Q1: 12,849 shares; 2025Q2: 12,653 shares; 2025Q3: 12,106 shares; 2025Q4: 16,665 shares; 2026Q1: 22,536 shares 22,536 $396K 0.01% +5,871 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: 267,691 shares; 2024Q4: 201,628 shares; 2025Q1: 120,761 shares; 2025Q2: 76,200 shares; 2025Q3: 53,904 shares; 2025Q4: 16,824 shares; 2026Q1: 13,784 shares 13,784 $396K 0.01% -3,040 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,613 shares; 2024Q4: 8,613 shares; 2025Q1: 8,613 shares; 2025Q2: 8,613 shares; 2025Q3: 8,613 shares; 2025Q4: 8,613 shares; 2026Q1: 15,519 shares 15,519 $393K 0.01% +6,906 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,212 shares; 2026Q1: 1,212 shares 1,212 $390K 0.01% 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: 4,105 shares; 2024Q4: 3,913 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,740 shares; 2026Q1: 1,152 shares 1,152 $389K 0.01% -588 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares; 2026Q1: 2,654 shares 2,654 $388K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 7,987 shares; 2025Q1: 7,815 shares; 2025Q2: 7,738 shares; 2025Q3: 7,738 shares; 2025Q4: 7,648 shares; 2026Q1: 7,653 shares 7,653 $386K 0.01% +5 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $384K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares 1,036 $381K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,418 shares; 2025Q2: 3,502 shares; 2025Q3: 3,600 shares; 2025Q4: 3,253 shares; 2026Q1: 3,082 shares 3,082 $378K 0.01% -171 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,211 shares; 2025Q1: 3,646 shares; 2025Q2: 3,465 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,299 shares 3,299 $376K 0.01% +3 Timeline IYC 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: 16,417 shares; 2025Q1: 5,316 shares; 2025Q2: 3,158 shares; 2025Q3: 3,068 shares; 2025Q4: 4,704 shares; 2026Q1: 3,870 shares 3,870 $375K 0.01% -834 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4,269 shares; 2025Q1: 3,693 shares; 2025Q2: 3,734 shares; 2025Q3: 3,434 shares; 2025Q4: 3,344 shares; 2026Q1: 3,314 shares 3,314 $373K 0.01% -30 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,229 shares; 2025Q4: not reported; 2026Q1: 4,372 shares 4,372 $371K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,620 shares; 2026Q1: 1,727 shares 1,727 $370K 0.01% +107 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,099 shares; 2024Q4: 9,688 shares; 2025Q1: 9,020 shares; 2025Q2: 8,897 shares; 2025Q3: 8,882 shares; 2025Q4: 8,537 shares; 2026Q1: 8,537 shares 8,537 $369K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,978 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 2,735 shares; 2025Q4: 3,723 shares; 2026Q1: 3,175 shares 3,175 $368K 0.01% -548 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares; 2026Q1: 1,238 shares 1,238 $366K 0.01% +294 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 524 shares; 2025Q4: 529 shares; 2026Q1: 524 shares 524 $366K 0.01% -5 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,419 shares; 2024Q4: 27,392 shares; 2025Q1: 27,239 shares; 2025Q2: 27,173 shares; 2025Q3: 27,149 shares; 2025Q4: 27,159 shares; 2026Q1: 27,122 shares 27,122 $356K 0.01% -37 Timeline IBDZ 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: 12,109 shares; 2025Q2: 12,109 shares; 2025Q3: 12,609 shares; 2025Q4: 12,609 shares; 2026Q1: 13,609 shares 13,609 $355K 0.01% +1,000 Timeline FNDF 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: 7,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,179 shares; 2025Q4: 6,179 shares; 2026Q1: 7,244 shares 7,244 $354K 0.01% +1,065 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,637 shares; 2024Q4: 32,500 shares; 2025Q1: not reported; 2025Q2: 23,200 shares; 2025Q3: 29,022 shares; 2025Q4: 25,055 shares; 2026Q1: 19,525 shares 19,525 $352K 0.01% -5,530 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 6,085 shares; 2025Q1: 6,085 shares; 2025Q2: 6,213 shares; 2025Q3: 6,085 shares; 2025Q4: 6,085 shares; 2026Q1: 5,435 shares 5,435 $348K 0.01% -650 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,391 shares; 2025Q1: 7,109 shares; 2025Q2: 7,109 shares; 2025Q3: 7,109 shares; 2025Q4: 7,109 shares; 2026Q1: 7,141 shares 7,141 $346K 0.01% +32 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,037 shares 1,037 $341K 0.01% +7 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 4,221 shares; 2025Q1: 4,274 shares; 2025Q2: 4,780 shares; 2025Q3: 5,147 shares; 2025Q4: 5,849 shares; 2026Q1: 2,854 shares 2,854 $337K 0.01% -2,995 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,054 shares; 2025Q3: 1,534 shares; 2025Q4: not reported; 2026Q1: 1,955 shares 1,955 $336K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: not reported; 2025Q1: 5,392 shares; 2025Q2: 6,978 shares; 2025Q3: 8,724 shares; 2025Q4: 8,274 shares; 2026Q1: 8,292 shares 8,292 $334K 0.01% +18 Timeline IVOV 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: 3,870 shares; 2024Q4: 3,870 shares; 2025Q1: 3,659 shares; 2025Q2: 3,409 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares 3,234 $330K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,857 shares; 2025Q1: not reported; 2025Q2: 2,558 shares; 2025Q3: 2,657 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares 2,757 $329K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,802 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares 1,670 $326K 0.01% 0 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: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares 1,583 $326K 0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: 3,887 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares; 2025Q4: 3,887 shares; 2026Q1: 3,887 shares 3,887 $324K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares 6,100 $323K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 531 shares; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 411 shares; 2025Q4: 330 shares; 2026Q1: 231 shares 231 $319K 0.01% -99 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,228 shares; 2025Q3: 14,228 shares; 2025Q4: 14,228 shares; 2026Q1: 14,228 shares 14,228 $314K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,361 shares; 2025Q1: 1,334 shares; 2025Q2: 1,336 shares; 2025Q3: 1,344 shares; 2025Q4: 1,309 shares; 2026Q1: 1,299 shares 1,299 $311K <0.01% -10 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,441 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,446 shares; 2026Q1: 1,445 shares 1,445 $307K <0.01% -1 Timeline IAK 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: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350 $301K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,501 shares; 2025Q1: 1,347 shares; 2025Q2: 1,351 shares; 2025Q3: 1,359 shares; 2025Q4: 1,377 shares; 2026Q1: 1,357 shares 1,357 $297K <0.01% -20 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares; 2025Q4: 4,271 shares; 2026Q1: 3,966 shares 3,966 $288K <0.01% -305 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,683 shares; 2026Q1: 3,733 shares 3,733 $288K <0.01% -950 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 5,602 shares; 2026Q1: 3,775 shares 3,775 $288K <0.01% -1,827 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,192 shares; 2025Q1: 3,219 shares; 2025Q2: 3,175 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares; 2026Q1: 2,923 shares 2,923 $282K <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: 5,618 shares; 2024Q4: 4,939 shares; 2025Q1: 4,708 shares; 2025Q2: 4,558 shares; 2025Q3: 4,557 shares; 2025Q4: 4,443 shares; 2026Q1: 4,323 shares 4,323 $282K <0.01% -120 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,340 shares; 2025Q1: 2,376 shares; 2025Q2: 2,344 shares; 2025Q3: 2,340 shares; 2025Q4: 2,140 shares; 2026Q1: 2,151 shares 2,151 $282K <0.01% +11 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,594 shares 3,594 $282K <0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 413 shares; 2025Q4: 412 shares; 2026Q1: 413 shares 413 $281K <0.01% +1 Timeline SPYV 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: 4,834 shares; 2026Q1: 4,834 shares 4,834 $274K <0.01% 0 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: 4,431 shares; 2024Q4: 7,772 shares; 2025Q1: 9,662 shares; 2025Q2: 9,518 shares; 2025Q3: 9,518 shares; 2025Q4: 9,368 shares; 2026Q1: 9,368 shares 9,368 $273K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,228 shares; 2024Q4: 9,222 shares; 2025Q1: 9,499 shares; 2025Q2: 9,343 shares; 2025Q3: 8,782 shares; 2025Q4: 9,288 shares; 2026Q1: 8,206 shares 8,206 $272K <0.01% -1,082 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 10,386 shares; 2025Q1: 10,386 shares; 2025Q2: 11,216 shares; 2025Q3: 10,386 shares; 2025Q4: 10,398 shares; 2026Q1: 10,386 shares 10,386 $271K <0.01% -12 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: not reported; 2024Q4: not reported; 2025Q1: 3,804 shares; 2025Q2: 3,758 shares; 2025Q3: 4,051 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $270K <0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,037 shares; 2025Q3: 799 shares; 2025Q4: not reported; 2026Q1: 653 shares 653 $266K <0.01% new 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: 3,025 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares; 2026Q1: 3,021 shares 3,021 $265K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,004 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,274 shares 5,274 $261K <0.01% new Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,835 shares; 2024Q4: 14,335 shares; 2025Q1: 13,675 shares; 2025Q2: 13,475 shares; 2025Q3: 14,120 shares; 2025Q4: 7,770 shares; 2026Q1: 6,189 shares 6,189 $259K <0.01% -1,581 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,247 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,326 shares; 2026Q1: 1,308 shares 1,308 $256K <0.01% -18 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173 shares 173 $255K <0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,729 shares 3,729 $254K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,197 shares; 2024Q4: 20,566 shares; 2025Q1: 20,571 shares; 2025Q2: 21,317 shares; 2025Q3: 30,328 shares; 2025Q4: 6,961 shares; 2026Q1: 6,822 shares 6,822 $251K <0.01% -139 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 2,298 shares; 2025Q3: 1,995 shares; 2025Q4: 1,598 shares; 2026Q1: 1,795 shares 1,795 $251K <0.01% +197 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,189 shares; 2025Q2: 18,131 shares; 2025Q3: 10,752 shares; 2025Q4: not reported; 2026Q1: 7,462 shares 7,462 $250K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,082 shares; 2025Q1: 2,862 shares; 2025Q2: 2,870 shares; 2025Q3: 2,862 shares; 2025Q4: 2,853 shares; 2026Q1: 2,554 shares 2,554 $250K <0.01% -299 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,715 shares; 2025Q1: 3,716 shares; 2025Q2: 3,800 shares; 2025Q3: 3,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,629 shares 1,629 $249K <0.01% +75 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 980 shares; 2025Q1: 1,041 shares; 2025Q2: 1,046 shares; 2025Q3: 1,010 shares; 2025Q4: 1,182 shares; 2026Q1: 1,148 shares 1,148 $249K <0.01% -34 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,244 shares; 2026Q1: 3,244 shares 3,244 $248K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,775 shares 3,775 $247K <0.01% +125 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: 5,169 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,274 shares; 2026Q1: 2,281 shares 2,281 $247K <0.01% +7 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 6,210 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 5,770 shares; 2026Q1: 5,770 shares 5,770 $245K <0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,241 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $245K <0.01% 0 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares; 2026Q1: 3,607 shares 3,607 $236K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares 9,900 $235K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,204 shares; 2025Q4: 6,204 shares; 2026Q1: 6,204 shares 6,204 $232K <0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $232K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,805 shares 4,805 $231K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 5,618 shares; 2025Q1: 4,854 shares; 2025Q2: 4,727 shares; 2025Q3: 4,704 shares; 2025Q4: 4,904 shares; 2026Q1: 4,694 shares 4,694 $229K <0.01% -210 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares 1,111 $229K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,368 shares; 2025Q2: 2,696 shares; 2025Q3: 2,692 shares; 2025Q4: 2,750 shares; 2026Q1: 2,157 shares 2,157 $228K <0.01% -593 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $225K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,017 shares; 2025Q1: 1,750 shares; 2025Q2: 1,253 shares; 2025Q3: 1,250 shares; 2025Q4: 1,120 shares; 2026Q1: 1,090 shares 1,090 $222K <0.01% -30 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares 1,711 $219K <0.01% 0 Timeline SPSM 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: 4,613 shares; 2025Q1: 5,017 shares; 2025Q2: 5,705 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $217K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $217K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,263 shares 2,263 $215K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 1,885 shares; 2025Q1: 1,923 shares; 2025Q2: 2,300 shares; 2025Q3: 2,095 shares; 2025Q4: 1,678 shares; 2026Q1: 1,770 shares 1,770 $214K <0.01% +92 Timeline EMXC 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: 14,849 shares; 2025Q1: 14,849 shares; 2025Q2: 14,849 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,715 shares 2,715 $214K <0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 852 shares 852 $213K <0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,118 shares 2,118 $213K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,307 shares; 2025Q1: 3,130 shares; 2025Q2: 3,177 shares; 2025Q3: 2,234 shares; 2025Q4: 2,234 shares; 2026Q1: 2,234 shares 2,234 $213K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,179 shares; 2025Q3: not reported; 2025Q4: 839 shares; 2026Q1: 839 shares 839 $209K <0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,133 shares 4,133 $207K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,572 shares; 2026Q1: 8,235 shares 8,235 $207K <0.01% -2,337 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: 2,789 shares; 2024Q4: 2,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,021 shares 2,021 $204K <0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $201K <0.01% new Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP 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: 16,930 shares 16,930 $180K <0.01% new 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: 18,094 shares; 2024Q4: 12,247 shares; 2025Q1: 12,194 shares; 2025Q2: 12,592 shares; 2025Q3: 12,194 shares; 2025Q4: 15,380 shares; 2026Q1: 15,303 shares 15,303 $177K <0.01% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,493 shares 10,493 $164K <0.01% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 14,000 shares 14,000 $153K <0.01% new Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN 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: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares; 2026Q1: 17,500 shares 17,500 $136K <0.01% +7,400 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD 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: 10,563 shares 10,563 $109K <0.01% new Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES 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: 14,825 shares 14,825 $91K <0.01% new Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA 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: 10,650 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 10,650 shares 10,650 $85.6K <0.01% 0 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,978 shares; 2025Q1: 23,978 shares; 2025Q2: 43,128 shares; 2025Q3: 43,128 shares; 2025Q4: 43,128 shares; 2026Q1: 43,128 shares 43,128 $69.9K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,010 shares; 2026Q1: 13,010 shares 13,010 $60.2K <0.01% 0 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $31.2K <0.01% 0 Timeline FSP FRANKLIN STR PPTYS CORP More: the full row for FRANKLIN STR PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,949 shares; 2024Q4: 21,074 shares; 2025Q1: 17,724 shares; 2025Q2: 17,724 shares; 2025Q3: 17,724 shares; 2025Q4: 17,724 shares; 2026Q1: 17,724 shares 17,724 $11.8K <0.01% 0 Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $3K <0.01% 0 Timeline