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: 40,924 shares; 2024Q4: 40,948 shares; 2025Q1: 38,038 shares; 2025Q2: 41,008 shares; 2025Q3: 41,159 shares; 2025Q4: 40,555 shares; 2026Q1: 40,628 shares 40,628 $13.7M 4.25% +73 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,203 shares; 2024Q4: 108,081 shares; 2025Q1: 113,463 shares; 2025Q2: 114,797 shares; 2025Q3: 116,551 shares; 2025Q4: 118,115 shares; 2026Q1: 119,227 shares 119,227 $11.1M 3.44% +1,112 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: 26,842 shares; 2024Q4: 27,154 shares; 2025Q1: 27,821 shares; 2025Q2: 30,887 shares; 2025Q3: 31,302 shares; 2025Q4: 30,938 shares; 2026Q1: 31,043 shares 31,043 $10.6M 3.29% +105 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,396 shares; 2024Q4: 144,814 shares; 2025Q1: 147,142 shares; 2025Q2: 150,311 shares; 2025Q3: 153,306 shares; 2025Q4: 148,079 shares; 2026Q1: 150,037 shares 150,037 $9.91M 3.07% +1,958 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,335 shares; 2024Q4: 132,028 shares; 2025Q1: 138,669 shares; 2025Q2: 142,484 shares; 2025Q3: 145,611 shares; 2025Q4: 137,025 shares; 2026Q1: 138,546 shares 138,546 $9.6M 2.97% +1,521 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: 6,824 shares; 2024Q4: 13,000 shares; 2025Q1: 11,351 shares; 2025Q2: 19,075 shares; 2025Q3: 25,675 shares; 2025Q4: 26,175 shares; 2026Q1: 20,972 shares 20,972 $7.8M 2.41% -5,203 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,534 shares; 2024Q4: 44,066 shares; 2025Q1: 45,469 shares; 2025Q2: 46,258 shares; 2025Q3: 46,700 shares; 2025Q4: 47,100 shares; 2026Q1: 47,471 shares 47,471 $7.67M 2.37% +371 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: 22,921 shares; 2024Q4: 22,458 shares; 2025Q1: 18,493 shares; 2025Q2: 19,548 shares; 2025Q3: 19,635 shares; 2025Q4: 19,706 shares; 2026Q1: 20,095 shares 20,095 $7.44M 2.3% +389 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,177 shares; 2024Q4: 183,217 shares; 2025Q1: 191,492 shares; 2025Q2: 194,845 shares; 2025Q3: 199,011 shares; 2025Q4: 201,792 shares; 2026Q1: 205,413 shares 205,413 $7.07M 2.19% +3,621 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,526 shares; 2024Q4: 79,276 shares; 2025Q1: 82,823 shares; 2025Q2: 84,079 shares; 2025Q3: 85,497 shares; 2025Q4: 86,970 shares; 2026Q1: 88,886 shares 88,886 $6.99M 2.16% +1,916 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: 140,514 shares; 2024Q4: 143,773 shares; 2025Q1: 157,793 shares; 2025Q2: 164,114 shares; 2025Q3: 169,600 shares; 2025Q4: 172,723 shares; 2026Q1: 177,025 shares 177,025 $6.38M 1.98% +4,302 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: 90,905 shares; 2024Q4: 91,813 shares; 2025Q1: 98,456 shares; 2025Q2: 99,224 shares; 2025Q3: 99,872 shares; 2025Q4: 150,401 shares; 2026Q1: 152,203 shares 152,203 $6.16M 1.91% +1,802 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: 8,507 shares; 2024Q4: 8,611 shares; 2025Q1: 8,920 shares; 2025Q2: 9,427 shares; 2025Q3: 9,613 shares; 2025Q4: 9,777 shares; 2026Q1: 9,915 shares 9,915 $5.99M 1.86% +138 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: 19,186 shares; 2024Q4: 18,881 shares; 2025Q1: 19,123 shares; 2025Q2: 19,382 shares; 2025Q3: 19,581 shares; 2025Q4: 19,751 shares; 2026Q1: 19,999 shares 19,999 $5.88M 1.82% +248 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,414 shares; 2024Q4: 47,721 shares; 2025Q1: 50,322 shares; 2025Q2: 51,016 shares; 2025Q3: 53,492 shares; 2025Q4: 54,534 shares; 2026Q1: 56,064 shares 56,064 $5.76M 1.79% +1,530 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,225 shares; 2024Q4: 55,117 shares; 2025Q1: 56,625 shares; 2025Q2: 56,961 shares; 2025Q3: 57,479 shares; 2025Q4: 57,995 shares; 2026Q1: 58,398 shares 58,398 $5.53M 1.71% +403 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: 20,023 shares; 2024Q4: 20,161 shares; 2025Q1: 20,352 shares; 2025Q2: 20,455 shares; 2025Q3: 20,833 shares; 2025Q4: 21,662 shares; 2026Q1: 21,786 shares 21,786 $5.29M 1.64% +124 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: 116,727 shares; 2024Q4: 117,387 shares; 2025Q1: 118,809 shares; 2025Q2: 121,274 shares; 2025Q3: 122,911 shares; 2025Q4: 124,591 shares; 2026Q1: 125,996 shares 125,996 $5.17M 1.6% +1,405 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: 42,765 shares; 2024Q4: 40,434 shares; 2025Q1: 41,048 shares; 2025Q2: 41,576 shares; 2025Q3: 42,073 shares; 2025Q4: 40,296 shares; 2026Q1: 40,723 shares 40,723 $5.06M 1.57% +427 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: 11,798 shares; 2024Q4: 11,848 shares; 2025Q1: 26,005 shares; 2025Q2: 38,149 shares; 2025Q3: 41,232 shares; 2025Q4: 49,132 shares; 2026Q1: 55,535 shares 55,535 $5.03M 1.56% +6,403 Timeline GRTUF GRANITE REAL ESTATE INVESTME More: the full row for GRANITE REAL ESTATE INVESTME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,259 shares; 2025Q1: 83,471 shares; 2025Q2: 83,073 shares; 2025Q3: 82,856 shares; 2025Q4: 83,127 shares; 2026Q1: 83,400 shares 83,400 $4.9M 1.52% +273 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: 17,221 shares; 2024Q4: 17,389 shares; 2025Q1: 18,511 shares; 2025Q2: 18,790 shares; 2025Q3: 19,212 shares; 2025Q4: 19,616 shares; 2026Q1: 19,864 shares 19,864 $4.86M 1.5% +248 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,069 shares; 2024Q4: 90,687 shares; 2025Q1: 92,521 shares; 2025Q2: 93,840 shares; 2025Q3: 95,101 shares; 2025Q4: 96,896 shares; 2026Q1: 97,860 shares 97,860 $4.77M 1.48% +964 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,387 shares; 2024Q4: 70,817 shares; 2025Q1: 75,064 shares; 2025Q2: 76,702 shares; 2025Q3: 78,125 shares; 2025Q4: 79,902 shares; 2026Q1: 81,445 shares 81,445 $4.54M 1.41% +1,543 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: 90,628 shares; 2024Q4: 90,920 shares; 2025Q1: 88,282 shares; 2025Q2: 88,438 shares; 2025Q3: 88,439 shares; 2025Q4: 88,689 shares; 2026Q1: 88,857 shares 88,857 $4.33M 1.34% +168 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: 66,817 shares; 2024Q4: 66,817 shares; 2025Q1: 66,817 shares; 2025Q2: 66,513 shares; 2025Q3: 66,513 shares; 2025Q4: 66,513 shares; 2026Q1: 66,513 shares 66,513 $4.26M 1.32% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,524 shares; 2024Q4: 68,433 shares; 2025Q1: 72,336 shares; 2025Q2: 73,450 shares; 2025Q3: 74,559 shares; 2025Q4: 76,490 shares; 2026Q1: 77,853 shares 77,853 $4.22M 1.31% +1,363 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: 48,687 shares; 2024Q4: 49,840 shares; 2025Q1: 48,723 shares; 2025Q2: 51,746 shares; 2025Q3: 51,293 shares; 2025Q4: 50,602 shares; 2026Q1: 52,761 shares 52,761 $4.15M 1.29% +2,159 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,149 shares; 2024Q4: 88,202 shares; 2025Q1: 129,246 shares; 2025Q2: 136,765 shares; 2025Q3: 144,786 shares; 2025Q4: 148,876 shares; 2026Q1: 157,557 shares 157,557 $3.97M 1.23% +8,681 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: 6,501 shares; 2024Q4: 5,878 shares; 2025Q1: 5,764 shares; 2025Q2: 5,852 shares; 2025Q3: 5,945 shares; 2025Q4: 5,953 shares; 2026Q1: 5,959 shares 5,959 $3.88M 1.2% +6 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: 5,253 shares; 2024Q4: 5,253 shares; 2025Q1: 5,394 shares; 2025Q2: 6,168 shares; 2025Q3: 10,700 shares; 2025Q4: 10,927 shares; 2026Q1: 11,057 shares 11,057 $3.79M 1.18% +130 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,718 shares; 2024Q4: 27,904 shares; 2025Q1: 28,082 shares; 2025Q2: 28,161 shares; 2025Q3: 28,322 shares; 2025Q4: 28,408 shares; 2026Q1: 28,551 shares 28,551 $3.74M 1.16% +143 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: 11,332 shares; 2024Q4: 12,531 shares; 2025Q1: 13,685 shares; 2025Q2: 16,966 shares; 2025Q3: 17,479 shares; 2025Q4: 17,786 shares; 2026Q1: 17,997 shares 17,997 $3.71M 1.15% +211 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: 4,003 shares; 2024Q4: 4,008 shares; 2025Q1: 4,146 shares; 2025Q2: 4,241 shares; 2025Q3: 4,304 shares; 2025Q4: 4,214 shares; 2026Q1: 4,276 shares 4,276 $3.62M 1.12% +62 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,399 shares; 2024Q4: 60,208 shares; 2025Q1: 62,736 shares; 2025Q2: 56,483 shares; 2025Q3: 56,665 shares; 2025Q4: 55,272 shares; 2026Q1: 56,215 shares 56,215 $3.44M 1.07% +943 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,141 shares; 2024Q4: 80,994 shares; 2025Q1: 92,348 shares; 2025Q2: 95,158 shares; 2025Q3: 98,422 shares; 2025Q4: 101,946 shares; 2026Q1: 104,790 shares 104,790 $3.41M 1.06% +2,844 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: 41,732 shares; 2024Q4: 41,811 shares; 2025Q1: 42,909 shares; 2025Q2: 42,596 shares; 2025Q3: 42,805 shares; 2025Q4: 43,078 shares; 2026Q1: 43,352 shares 43,352 $3.36M 1.04% +274 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: 29,628 shares; 2024Q4: 30,115 shares; 2025Q1: 31,475 shares; 2025Q2: 37,508 shares; 2025Q3: 38,160 shares; 2025Q4: 38,735 shares; 2026Q1: 39,504 shares 39,504 $3.35M 1.04% +769 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: 41,731 shares; 2025Q1: 41,077 shares; 2025Q2: 41,372 shares; 2025Q3: 41,866 shares; 2025Q4: 42,330 shares; 2026Q1: 42,151 shares 42,151 $3.25M 1.01% -179 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: 8,335 shares; 2025Q1: 9,603 shares; 2025Q2: 14,666 shares; 2025Q3: 14,736 shares; 2025Q4: 14,736 shares; 2026Q1: 14,736 shares 14,736 $3.15M 0.98% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,905 shares; 2024Q4: 21,148 shares; 2025Q1: 22,217 shares; 2025Q2: 22,427 shares; 2025Q3: 22,655 shares; 2025Q4: 22,899 shares; 2026Q1: 23,088 shares 23,088 $3.12M 0.97% +189 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: 30,559 shares; 2024Q4: 31,000 shares; 2025Q1: 32,351 shares; 2025Q2: 32,882 shares; 2025Q3: 33,803 shares; 2025Q4: 33,455 shares; 2026Q1: 34,292 shares 34,292 $2.97M 0.92% +837 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: 9,018 shares; 2024Q4: 9,106 shares; 2025Q1: 9,494 shares; 2025Q2: 9,767 shares; 2025Q3: 9,971 shares; 2025Q4: 10,173 shares; 2026Q1: 10,347 shares 10,347 $2.97M 0.92% +174 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: 5,172 shares; 2024Q4: 5,189 shares; 2025Q1: 5,322 shares; 2025Q2: 5,435 shares; 2025Q3: 5,560 shares; 2025Q4: 5,683 shares; 2026Q1: 5,831 shares 5,831 $2.91M 0.9% +148 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: 23,941 shares; 2024Q4: 25,018 shares; 2025Q1: 25,115 shares; 2025Q2: 25,211 shares; 2025Q3: 25,291 shares; 2025Q4: 25,366 shares; 2026Q1: 25,435 shares 25,435 $2.88M 0.89% +69 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,755 shares; 2024Q4: 39,159 shares; 2025Q1: 40,706 shares; 2025Q2: 40,951 shares; 2025Q3: 42,868 shares; 2025Q4: 44,599 shares; 2026Q1: 45,579 shares 45,579 $2.85M 0.88% +980 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: 13,440 shares; 2024Q4: 13,440 shares; 2025Q1: 13,429 shares; 2025Q2: 13,370 shares; 2025Q3: 13,370 shares; 2025Q4: 13,370 shares; 2026Q1: 13,400 shares 13,400 $2.79M 0.86% +30 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,951 shares; 2024Q4: 15,714 shares; 2025Q1: 16,006 shares; 2025Q2: 14,770 shares; 2025Q3: 14,966 shares; 2025Q4: 15,091 shares; 2026Q1: 15,404 shares 15,404 $2.78M 0.86% +313 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: 1,219 shares; 2024Q4: 1,241 shares; 2025Q1: 1,290 shares; 2025Q2: 1,330 shares; 2025Q3: 1,363 shares; 2025Q4: 1,392 shares; 2026Q1: 1,424 shares 1,424 $2.73M 0.84% +32 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: 846 shares; 2024Q4: 1,180 shares; 2025Q1: 1,266 shares; 2025Q2: 1,829 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares; 2026Q1: 1,927 shares 1,927 $2.55M 0.79% 0 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: 2,192 shares; 2025Q1: 2,298 shares; 2025Q2: 2,361 shares; 2025Q3: 2,406 shares; 2025Q4: 2,444 shares; 2026Q1: 2,499 shares 2,499 $2.4M 0.74% +55 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: 5,910 shares; 2024Q4: 5,402 shares; 2025Q1: 5,723 shares; 2025Q2: 7,544 shares; 2025Q3: 7,544 shares; 2025Q4: 7,544 shares; 2026Q1: 7,544 shares 7,544 $2.34M 0.72% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,670 shares; 2024Q4: 41,889 shares; 2025Q1: 45,979 shares; 2025Q2: 47,138 shares; 2025Q3: 48,353 shares; 2025Q4: 50,156 shares; 2026Q1: 51,522 shares 51,522 $2.29M 0.71% +1,366 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: 11,862 shares; 2024Q4: 11,768 shares; 2025Q1: 11,952 shares; 2025Q2: 6,711 shares; 2025Q3: 6,620 shares; 2025Q4: 6,526 shares; 2026Q1: 6,734 shares 6,734 $2.21M 0.69% +208 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: 2,887 shares; 2025Q1: 2,887 shares; 2025Q2: 2,887 shares; 2025Q3: 2,887 shares; 2025Q4: 2,391 shares; 2026Q1: 2,391 shares 2,391 $2.2M 0.68% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,339 shares; 2024Q4: 14,908 shares; 2025Q1: 15,966 shares; 2025Q2: 7,980 shares; 2025Q3: 7,859 shares; 2025Q4: 15,409 shares; 2026Q1: 16,087 shares 16,087 $2.14M 0.66% +678 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,204 shares; 2024Q4: 82,147 shares; 2025Q1: 97,558 shares; 2025Q2: 100,048 shares; 2025Q3: 103,875 shares; 2025Q4: 108,282 shares; 2026Q1: 111,300 shares 111,300 $2.06M 0.64% +3,018 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: 14,889 shares; 2024Q4: 14,993 shares; 2025Q1: 15,339 shares; 2025Q2: 15,461 shares; 2025Q3: 15,823 shares; 2025Q4: 16,013 shares; 2026Q1: 16,079 shares 16,079 $1.93M 0.6% +66 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: 580 shares; 2024Q4: 580 shares; 2025Q1: 714 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares 1,258 $1.85M 0.57% 0 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: 3,861 shares; 2024Q4: 3,859 shares; 2025Q1: 3,786 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares; 2025Q4: 3,778 shares; 2026Q1: 3,778 shares 3,778 $1.81M 0.56% 0 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: 7,972 shares; 2024Q4: 7,975 shares; 2025Q1: 8,038 shares; 2025Q2: 8,064 shares; 2025Q3: 8,072 shares; 2025Q4: 8,068 shares; 2026Q1: 8,089 shares 8,089 $1.76M 0.54% +21 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,581 shares; 2024Q4: 54,867 shares; 2025Q1: 63,700 shares; 2025Q2: 66,324 shares; 2025Q3: 68,940 shares; 2025Q4: 67,142 shares; 2026Q1: 69,017 shares 69,017 $1.68M 0.52% +1,875 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: 12,625 shares; 2024Q4: 12,625 shares; 2025Q1: 12,860 shares; 2025Q2: 15,149 shares; 2025Q3: 15,149 shares; 2025Q4: 11,320 shares; 2026Q1: 11,320 shares 11,320 $1.67M 0.52% 0 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: 5,264 shares; 2024Q4: 5,264 shares; 2025Q1: 5,606 shares; 2025Q2: 5,601 shares; 2025Q3: 5,601 shares; 2025Q4: 5,601 shares; 2026Q1: 5,601 shares 5,601 $1.61M 0.5% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,139 shares; 2024Q4: 88,734 shares; 2025Q1: 113,354 shares; 2025Q2: 111,827 shares; 2025Q3: 114,256 shares; 2025Q4: 113,415 shares; 2026Q1: 124,443 shares 124,443 $1.6M 0.49% +11,028 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: 50,048 shares; 2024Q4: 50,313 shares; 2025Q1: 52,801 shares; 2025Q2: 52,881 shares; 2025Q3: 53,998 shares; 2025Q4: 55,392 shares; 2026Q1: 56,466 shares 56,466 $1.59M 0.49% +1,074 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: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,895 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,306 shares; 2026Q1: 2,306 shares 2,306 $1.57M 0.49% 0 Timeline BBUC BROOKFIELD BUSINESS CORP More: the full row for BROOKFIELD BUSINESS 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: 47,431 shares 47,431 $1.49M 0.46% new 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: 4,704 shares; 2024Q4: 4,702 shares; 2025Q1: 4,597 shares; 2025Q2: 4,598 shares; 2025Q3: 4,599 shares; 2025Q4: 4,599 shares; 2026Q1: 4,600 shares 4,600 $1.39M 0.43% +1 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 10,924 shares; 2025Q1: 10,745 shares; 2025Q2: 10,365 shares; 2025Q3: 10,060 shares; 2025Q4: 10,573 shares; 2026Q1: 10,834 shares 10,834 $1.32M 0.41% +261 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: 19,542 shares; 2024Q4: 19,119 shares; 2025Q1: 18,392 shares; 2025Q2: 16,749 shares; 2025Q3: 16,235 shares; 2025Q4: 15,721 shares; 2026Q1: 15,726 shares 15,726 $1.29M 0.4% +5 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: not reported; 2025Q3: not reported; 2025Q4: 12,119 shares; 2026Q1: 12,551 shares 12,551 $1.26M 0.39% +432 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: 5,656 shares; 2024Q4: 5,659 shares; 2025Q1: 4,791 shares; 2025Q2: 4,795 shares; 2025Q3: 4,798 shares; 2025Q4: 4,800 shares; 2026Q1: 4,802 shares 4,802 $1.22M 0.38% +2 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,232 shares; 2024Q4: 18,910 shares; 2025Q1: 30,002 shares; 2025Q2: 28,643 shares; 2025Q3: 29,233 shares; 2025Q4: 29,721 shares; 2026Q1: 30,021 shares 30,021 $1.15M 0.36% +300 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: 11,223 shares; 2024Q4: 11,442 shares; 2025Q1: 13,159 shares; 2025Q2: 13,983 shares; 2025Q3: 14,766 shares; 2025Q4: 14,067 shares; 2026Q1: 14,904 shares 14,904 $1.12M 0.35% +837 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: 10,147 shares; 2024Q4: 10,256 shares; 2025Q1: 10,363 shares; 2025Q2: 10,391 shares; 2025Q3: 10,424 shares; 2025Q4: 10,437 shares; 2026Q1: 10,589 shares 10,589 $1.09M 0.34% +152 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: 44,551 shares; 2024Q4: 44,112 shares; 2025Q1: 19,136 shares; 2025Q2: 19,375 shares; 2025Q3: 19,766 shares; 2025Q4: 19,959 shares; 2026Q1: 19,920 shares 19,920 $1.08M 0.33% -39 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: 1,909 shares; 2024Q4: 2,259 shares; 2025Q1: 3,147 shares; 2025Q2: 5,221 shares; 2025Q3: 5,221 shares; 2025Q4: 5,221 shares; 2026Q1: 5,221 shares 5,221 $1.06M 0.33% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,148 shares; 2024Q4: 28,481 shares; 2025Q1: 37,973 shares; 2025Q2: 39,697 shares; 2025Q3: 41,944 shares; 2025Q4: 40,891 shares; 2026Q1: 43,001 shares 43,001 $1.02M 0.31% +2,110 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: 4,026 shares; 2024Q4: 4,330 shares; 2025Q1: 4,424 shares; 2025Q2: 4,429 shares; 2025Q3: 4,435 shares; 2025Q4: 4,427 shares; 2026Q1: 4,432 shares 4,432 $1M 0.31% +5 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 4,749 shares; 2025Q1: 4,749 shares; 2025Q2: 4,777 shares; 2025Q3: 4,789 shares; 2025Q4: 4,800 shares; 2026Q1: 4,809 shares 4,809 $975K 0.3% +9 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: 59,349 shares; 2024Q4: 55,882 shares; 2025Q1: 54,613 shares; 2025Q2: 25,850 shares; 2025Q3: 25,850 shares; 2025Q4: 16,133 shares; 2026Q1: 16,133 shares 16,133 $797K 0.25% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,772 shares; 2024Q4: 12,772 shares; 2025Q1: 12,447 shares; 2025Q2: 12,447 shares; 2025Q3: 12,489 shares; 2025Q4: 12,542 shares; 2026Q1: 12,542 shares 12,542 $761K 0.24% 0 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,302 shares; 2025Q1: 6,302 shares; 2025Q2: 6,302 shares; 2025Q3: 6,302 shares; 2025Q4: 6,302 shares; 2026Q1: 6,302 shares 6,302 $685K 0.21% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,683 shares; 2025Q1: 2,687 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,697 shares; 2026Q1: 2,701 shares 2,701 $668K 0.21% +4 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,074 shares; 2025Q1: 3,379 shares; 2025Q2: 3,379 shares; 2025Q3: 3,379 shares; 2025Q4: 3,379 shares; 2026Q1: 3,379 shares 3,379 $652K 0.2% 0 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: 9,389 shares; 2024Q4: 9,371 shares; 2025Q1: 9,373 shares; 2025Q2: 9,428 shares; 2025Q3: 9,346 shares; 2025Q4: 9,130 shares; 2026Q1: 9,166 shares 9,166 $639K 0.2% +36 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,109 shares; 2024Q4: 9,319 shares; 2025Q1: 9,424 shares; 2025Q2: 9,656 shares; 2025Q3: 9,764 shares; 2025Q4: 9,964 shares; 2026Q1: 10,089 shares 10,089 $631K 0.2% +125 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 834 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares 1,738 $600K 0.19% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,164 shares; 2024Q4: 19,308 shares; 2025Q1: 19,457 shares; 2025Q2: 19,621 shares; 2025Q3: 19,820 shares; 2025Q4: 19,975 shares; 2026Q1: 21,200 shares 21,200 $562K 0.17% +1,225 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,294 shares; 2025Q1: 3,294 shares; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 3,294 shares; 2026Q1: 3,294 shares 3,294 $535K 0.17% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,470 shares; 2025Q1: 5,479 shares; 2025Q2: 5,460 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares; 2026Q1: 2,960 shares 2,960 $516K 0.16% -2,500 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,530 shares; 2025Q1: 2,464 shares; 2025Q2: 1,988 shares; 2025Q3: 1,933 shares; 2025Q4: 1,832 shares; 2026Q1: 1,844 shares 1,844 $500K 0.15% +12 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: 11,001 shares; 2024Q4: 11,134 shares; 2025Q1: 10,979 shares; 2025Q2: 11,022 shares; 2025Q3: 11,071 shares; 2025Q4: 11,041 shares; 2026Q1: 11,044 shares 11,044 $494K 0.15% +3 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: 4,537 shares; 2024Q4: 4,484 shares; 2025Q1: 4,320 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares; 2025Q4: 2,470 shares; 2026Q1: 2,470 shares 2,470 $488K 0.15% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 4,135 shares; 2025Q1: 4,135 shares; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,142 shares; 2026Q1: 4,142 shares 4,142 $450K 0.14% 0 Timeline ILF 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: 13,048 shares; 2024Q4: 13,049 shares; 2025Q1: 11,969 shares; 2025Q2: 11,946 shares; 2025Q3: 11,741 shares; 2025Q4: 12,154 shares; 2026Q1: 12,458 shares 12,458 $443K 0.14% +304 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares 1,422 $422K 0.13% 0 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: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $332K 0.1% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 592 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares 578 $331K 0.1% 0 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $324K 0.1% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,856 shares; 2026Q1: 1,856 shares 1,856 $305K 0.09% 0 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: 3,464 shares; 2024Q4: 3,489 shares; 2025Q1: 3,527 shares; 2025Q2: 3,332 shares; 2025Q3: 3,359 shares; 2025Q4: 3,385 shares; 2026Q1: 3,410 shares 3,410 $302K 0.09% +25 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,407 shares; 2025Q1: 3,407 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares; 2025Q4: 3,407 shares; 2026Q1: 3,407 shares 3,407 $294K 0.09% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,570 shares; 2025Q1: 1,583 shares; 2025Q2: 1,597 shares; 2025Q3: 1,610 shares; 2025Q4: 1,624 shares; 2026Q1: 1,634 shares 1,634 $277K 0.09% +10 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: 321 shares; 2024Q4: 334 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 3,472 shares 3,472 $275K 0.09% +3,270 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 1,967 shares; 2025Q2: 1,974 shares; 2025Q3: 1,977 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares 1,980 $260K 0.08% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,820 shares; 2025Q1: 1,759 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,759 shares; 2026Q1: 1,760 shares 1,760 $256K 0.08% +1 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: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares 3,725 $252K 0.08% 0 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $245K 0.08% 0 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: 861 shares; 2024Q4: 848 shares; 2025Q1: 851 shares; 2025Q2: 854 shares; 2025Q3: 833 shares; 2025Q4: 778 shares; 2026Q1: 781 shares 781 $243K 0.08% +3 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares 1,258 $226K 0.07% 0 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: 744 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 744 shares 744 $214K 0.07% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $208K 0.06% 0 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: 313 shares; 2024Q4: 333 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares; 2026Q1: 1,282 shares 1,282 $188K 0.06% 0 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: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares 1,147 $180K 0.06% 0 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: 1,807 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares 1,807 $179K 0.06% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 931 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 906 shares 906 $176K 0.05% 0 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 2,690 shares; 2025Q4: 2,690 shares; 2026Q1: 2,690 shares 2,690 $176K 0.05% 0 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: 276 shares; 2024Q4: 276 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $148K 0.05% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,767 shares; 2025Q1: 1,673 shares; 2025Q2: 1,785 shares; 2025Q3: 1,803 shares; 2025Q4: 1,867 shares; 2026Q1: 1,890 shares 1,890 $143K 0.04% +23 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares 1,960 $139K 0.04% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,610 shares; 2025Q1: 2,611 shares; 2025Q2: 2,612 shares; 2025Q3: 2,613 shares; 2025Q4: 2,614 shares; 2026Q1: 2,615 shares 2,615 $135K 0.04% +1 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: 904 shares; 2024Q4: 906 shares; 2025Q1: 908 shares; 2025Q2: 910 shares; 2025Q3: 912 shares; 2025Q4: 914 shares; 2026Q1: 916 shares 916 $132K 0.04% +2 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,338 shares; 2025Q3: 14,409 shares; 2025Q4: 3,130 shares; 2026Q1: 3,132 shares 3,132 $128K 0.04% +2 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $124K 0.04% 0 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: 586 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $122K 0.04% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,347 shares; 2025Q1: 5,347 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,301 shares; 2026Q1: 3,301 shares 3,301 $119K 0.04% 0 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: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $119K 0.04% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares 1,091 $118K 0.04% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233 $115K 0.04% 0 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: 7,692 shares; 2024Q4: 7,692 shares; 2025Q1: 7,481 shares; 2025Q2: 2,692 shares; 2025Q3: 2,692 shares; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares 2,606 $110K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,864 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares 2,723 $105K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 408 shares; 2025Q1: 653 shares; 2025Q2: 657 shares; 2025Q3: 662 shares; 2025Q4: 667 shares; 2026Q1: 672 shares 672 $104K 0.03% +5 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: 1,159 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $97.7K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $78.2K 0.02% 0 Timeline XLI 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: 6,248 shares; 2024Q4: 6,248 shares; 2025Q1: 6,005 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $76.8K 0.02% 0 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 346 shares 346 $68.9K 0.02% 0 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $68.3K 0.02% 0 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: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,382 shares; 2025Q4: 1,382 shares; 2026Q1: 1,382 shares 1,382 $66.9K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 769 shares; 2025Q2: 773 shares; 2025Q3: 777 shares; 2025Q4: 785 shares; 2026Q1: 783 shares 783 $59.5K 0.02% -2 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: 4,127 shares; 2024Q4: 4,127 shares; 2025Q1: 3,953 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $58.3K 0.02% 0 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: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $57.7K 0.02% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,026 shares; 2025Q1: 1,241 shares; 2025Q2: 973 shares; 2025Q3: 981 shares; 2025Q4: 989 shares; 2026Q1: 996 shares 996 $55.6K 0.02% +7 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 1,065 shares; 2026Q1: 1,065 shares 1,065 $49.3K 0.02% 0 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: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $39K 0.01% 0 Timeline XLY 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 1,175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $38.1K 0.01% 0 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $36.9K 0.01% 0 Timeline EMA EMERA INC More: the full row for EMERA 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: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $29.8K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $29.7K 0.01% 0 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: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 996 shares 996 $28.6K 0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $28.4K 0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 305 shares; 2026Q1: 306 shares 306 $27.6K 0.01% +1 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 60 shares 60 $25.8K 0.01% -38 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $25.6K 0.01% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $23.4K 0.01% 0 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: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $22.6K 0.01% 0 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $21.1K 0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 294 shares; 2025Q3: 322 shares; 2025Q4: 441 shares; 2026Q1: 478 shares 478 $18.9K 0.01% +37 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $18.2K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $18K 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $12.6K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11.9K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $11.8K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $11.7K <0.01% 0 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: 232 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 238 shares; 2025Q3: 240 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $11.4K <0.01% 0 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $11K <0.01% 0 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: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $10.8K <0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $9.98K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $8.39K <0.01% 0 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $8.07K <0.01% 0 Timeline XLP 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: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $6.88K <0.01% 0 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $6.25K <0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 55 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 59 shares 59 $5.94K <0.01% +1 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $5.92K <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $5.85K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $5.79K <0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $5.54K <0.01% 0 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $4.13K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $3.72K <0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.67K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $3.62K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $3.46K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $3.42K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $3.28K <0.01% 0 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $3.22K <0.01% 0 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $3.15K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 126 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.77K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.98K <0.01% 0 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: 10 shares 10 $1.97K <0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.53K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $1.45K <0.01% 0 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 133 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $1.21K <0.01% 0 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: 21 shares; 2026Q1: 21 shares 21 $1.2K <0.01% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1.17K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $1.12K <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: not reported; 2024Q4: 33 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.07K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $1.06K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $767 <0.01% 0 Timeline VIS 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $624 <0.01% 0 Timeline VNQI 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: 40 shares; 2024Q4: 43 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 9 shares 9 $400 <0.01% +1 Timeline