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: restricted; 2024Q4: 85,192 shares; 2025Q1: 83,048 shares; 2025Q2: 85,809 shares; 2025Q3: 88,473 shares; 2025Q4: 85,598 shares; 2026Q1: 86,244 shares 86,244 $27.7M 5.33% +646 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: restricted; 2024Q4: 80,408 shares; 2025Q1: 77,556 shares; 2025Q2: 78,284 shares; 2025Q3: 76,626 shares; 2025Q4: 74,019 shares; 2026Q1: 72,135 shares 72,135 $26.7M 5.15% -1,884 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: restricted; 2024Q4: 277,503 shares; 2025Q1: 280,320 shares; 2025Q2: 283,384 shares; 2025Q3: 393,989 shares; 2025Q4: 288,477 shares; 2026Q1: 282,384 shares 282,384 $25.6M 4.92% -6,093 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: restricted; 2024Q4: 59,446 shares; 2025Q1: 60,233 shares; 2025Q2: 61,177 shares; 2025Q3: 62,162 shares; 2025Q4: 60,878 shares; 2026Q1: 61,526 shares 61,526 $12.7M 2.44% +648 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420,667 shares; 2025Q3: 461,077 shares; 2025Q4: 480,607 shares; 2026Q1: 569,038 shares 569,038 $11.6M 2.23% +88,431 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: restricted; 2024Q4: 12,917 shares; 2025Q1: 12,451 shares; 2025Q2: 79,710 shares; 2025Q3: 79,595 shares; 2025Q4: 79,052 shares; 2026Q1: 78,811 shares 78,811 $11.4M 2.19% -241 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,438 shares; 2026Q1: 132,028 shares 132,028 $10.6M 2.05% +15,590 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: restricted; 2024Q4: 25,425 shares; 2025Q1: 24,038 shares; 2025Q2: 30,402 shares; 2025Q3: 29,872 shares; 2025Q4: 29,576 shares; 2026Q1: 28,488 shares 28,488 $10.5M 2.03% -1,088 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267,142 shares 267,142 $10.4M 2% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282,220 shares 282,220 $8.75M 1.68% new 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: restricted; 2024Q4: 14,307 shares; 2025Q1: 14,219 shares; 2025Q2: 15,142 shares; 2025Q3: 15,001 shares; 2025Q4: 14,371 shares; 2026Q1: 14,346 shares 14,346 $8.06M 1.55% -25 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243,290 shares; 2025Q4: 256,220 shares; 2026Q1: 304,633 shares 304,633 $7.98M 1.54% +48,413 Timeline AGZ 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: restricted; 2024Q4: 76,220 shares; 2025Q1: 77,980 shares; 2025Q2: 78,255 shares; 2025Q3: 63,591 shares; 2025Q4: 64,417 shares; 2026Q1: 71,448 shares 71,448 $7.84M 1.51% +7,031 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: restricted; 2024Q4: 23,254 shares; 2025Q1: 24,558 shares; 2025Q2: 28,904 shares; 2025Q3: 28,810 shares; 2025Q4: 28,251 shares; 2026Q1: 28,231 shares 28,231 $7.16M 1.38% -20 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: restricted; 2024Q4: 34,777 shares; 2025Q1: 33,811 shares; 2025Q2: 33,834 shares; 2025Q3: 31,277 shares; 2025Q4: 30,323 shares; 2026Q1: 16,355 shares 16,355 $7.14M 1.38% -13,968 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,858 shares 120,858 $7.03M 1.35% new Timeline IEI 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: restricted; 2024Q4: 42,379 shares; 2025Q1: 47,273 shares; 2025Q2: 47,124 shares; 2025Q3: 49,811 shares; 2025Q4: 50,482 shares; 2026Q1: 57,761 shares 57,761 $6.85M 1.32% +7,279 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: restricted; 2024Q4: 23,462 shares; 2025Q1: 23,517 shares; 2025Q2: 21,654 shares; 2025Q3: 20,364 shares; 2025Q4: 20,057 shares; 2026Q1: 20,893 shares 20,893 $6.47M 1.24% +836 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: restricted; 2024Q4: 40,936 shares; 2025Q1: 38,273 shares; 2025Q2: 39,553 shares; 2025Q3: 38,475 shares; 2025Q4: 37,231 shares; 2026Q1: 36,774 shares 36,774 $6.41M 1.23% -457 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: restricted; 2024Q4: 71,201 shares; 2025Q1: 73,755 shares; 2025Q2: 81,746 shares; 2025Q3: 85,276 shares; 2025Q4: 85,100 shares; 2026Q1: 92,030 shares 92,030 $6.21M 1.2% +6,930 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: restricted; 2024Q4: 30,041 shares; 2025Q1: 29,591 shares; 2025Q2: 29,927 shares; 2025Q3: 30,424 shares; 2025Q4: 29,975 shares; 2026Q1: 30,415 shares 30,415 $5.84M 1.12% +440 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: restricted; 2024Q4: 133,908 shares; 2025Q1: 137,937 shares; 2025Q2: 141,297 shares; 2025Q3: 138,525 shares; 2025Q4: 187,522 shares; 2026Q1: 220,720 shares 220,720 $5.59M 1.08% +33,198 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: restricted; 2024Q4: 8,741 shares; 2025Q1: 9,461 shares; 2025Q2: 31,609 shares; 2025Q3: 31,533 shares; 2025Q4: 31,497 shares; 2026Q1: 31,426 shares 31,426 $5.33M 1.03% -71 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: restricted; 2024Q4: 11,160 shares; 2025Q1: 10,577 shares; 2025Q2: 20,474 shares; 2025Q3: 20,315 shares; 2025Q4: 19,666 shares; 2026Q1: 18,392 shares 18,392 $5.29M 1.02% -1,274 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: restricted; 2024Q4: 18,679 shares; 2025Q1: 17,938 shares; 2025Q2: 18,279 shares; 2025Q3: 20,263 shares; 2025Q4: 20,605 shares; 2026Q1: 21,192 shares 21,192 $4.87M 0.94% +587 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: restricted; 2024Q4: 14,896 shares; 2025Q1: 12,729 shares; 2025Q2: 16,432 shares; 2025Q3: 16,368 shares; 2025Q4: 16,146 shares; 2026Q1: 15,724 shares 15,724 $4.51M 0.87% -422 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: restricted; 2024Q4: 4,215 shares; 2025Q1: 2,210 shares; 2025Q2: 2,212 shares; 2025Q3: 2,210 shares; 2025Q4: 2,199 shares; 2026Q1: 3,016 shares 3,016 $4.44M 0.85% +817 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 15,983 shares; 2026Q1: 32,465 shares 32,465 $4.41M 0.85% +16,482 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: restricted; 2024Q4: 141,783 shares; 2025Q1: 145,448 shares; 2025Q2: 148,846 shares; 2025Q3: 106,546 shares; 2025Q4: 142,789 shares; 2026Q1: 176,985 shares 176,985 $4.29M 0.83% +34,196 Timeline TDIV 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: restricted; 2024Q4: 53,973 shares; 2025Q1: 50,913 shares; 2025Q2: 48,688 shares; 2025Q3: 47,292 shares; 2025Q4: 45,844 shares; 2026Q1: 44,994 shares 44,994 $4.21M 0.81% -850 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: restricted; 2024Q4: 63,301 shares; 2025Q1: 65,277 shares; 2025Q2: 63,006 shares; 2025Q3: 103,812 shares; 2025Q4: 152,269 shares; 2026Q1: 170,074 shares 170,074 $4.12M 0.79% +17,805 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,039 shares; 2025Q1: 15,342 shares; 2025Q2: 16,836 shares; 2025Q3: 17,602 shares; 2025Q4: 18,091 shares; 2026Q1: 19,319 shares 19,319 $4.08M 0.79% +1,228 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,019 shares; 2025Q1: 23,321 shares; 2025Q2: 21,436 shares; 2025Q3: 21,743 shares; 2025Q4: 21,737 shares; 2026Q1: 22,344 shares 22,344 $4.07M 0.78% +607 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: restricted; 2024Q4: 4,172 shares; 2025Q1: 15,066 shares; 2025Q2: 17,019 shares; 2025Q3: 19,729 shares; 2025Q4: 19,489 shares; 2026Q1: 19,836 shares 19,836 $3.92M 0.75% +347 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: restricted; 2024Q4: 14,202 shares; 2025Q1: 10,528 shares; 2025Q2: 10,573 shares; 2025Q3: 10,547 shares; 2025Q4: 10,371 shares; 2026Q1: 10,352 shares 10,352 $3.64M 0.7% -19 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,358 shares; 2025Q3: 18,425 shares; 2025Q4: 40,170 shares; 2026Q1: 37,379 shares 37,379 $3.64M 0.7% -2,791 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: restricted; 2024Q4: 7,575 shares; 2025Q1: 13,549 shares; 2025Q2: 6,341 shares; 2025Q3: 6,271 shares; 2025Q4: 6,184 shares; 2026Q1: 10,645 shares 10,645 $3.6M 0.69% +4,461 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: restricted; 2024Q4: 1,670 shares; 2025Q1: 3,843 shares; 2025Q2: 3,933 shares; 2025Q3: 3,983 shares; 2025Q4: 3,932 shares; 2026Q1: 3,973 shares 3,973 $3.56M 0.68% +41 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: restricted; 2024Q4: 7,285 shares; 2025Q1: 6,610 shares; 2025Q2: 4,257 shares; 2025Q3: 4,178 shares; 2025Q4: 4,071 shares; 2026Q1: 3,768 shares 3,768 $3.47M 0.67% -303 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: restricted; 2024Q4: 15,601 shares; 2025Q1: 14,731 shares; 2025Q2: 18,428 shares; 2025Q3: 18,340 shares; 2025Q4: 17,929 shares; 2026Q1: 16,603 shares 16,603 $3.46M 0.67% -1,326 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: restricted; 2024Q4: 3,355 shares; 2025Q1: 3,392 shares; 2025Q2: 8,904 shares; 2025Q3: 8,868 shares; 2025Q4: 8,920 shares; 2026Q1: 11,554 shares 11,554 $3.4M 0.65% +2,634 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,903 shares; 2025Q3: 25,677 shares; 2025Q4: 26,829 shares; 2026Q1: 28,552 shares 28,552 $3.39M 0.65% +1,723 Timeline SPHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144,142 shares 144,142 $3.36M 0.65% new Timeline EMB 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: restricted; 2024Q4: not reported; 2025Q1: 9,182 shares; 2025Q2: 29,140 shares; 2025Q3: 30,658 shares; 2025Q4: 31,226 shares; 2026Q1: 34,688 shares 34,688 $3.26M 0.63% +3,462 Timeline IGIB 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: restricted; 2024Q4: 48,378 shares; 2025Q1: 49,390 shares; 2025Q2: 49,609 shares; 2025Q3: 52,616 shares; 2025Q4: 53,764 shares; 2026Q1: 60,464 shares 60,464 $3.22M 0.62% +6,700 Timeline SJNK 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: restricted; 2024Q4: 98,263 shares; 2025Q1: 100,170 shares; 2025Q2: 100,981 shares; 2025Q3: 107,771 shares; 2025Q4: 103,328 shares; 2026Q1: 126,406 shares 126,406 $3.16M 0.61% +23,078 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: restricted; 2024Q4: 562 shares; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 926 shares; 2025Q4: 915 shares; 2026Q1: 4,326 shares 4,326 $3.06M 0.59% +3,411 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,153 shares; 2025Q4: 21,100 shares; 2026Q1: 21,607 shares 21,607 $3.05M 0.59% +507 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,572 shares 53,572 $2.89M 0.56% new 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: restricted; 2024Q4: 8,421 shares; 2025Q1: 8,085 shares; 2025Q2: 8,929 shares; 2025Q3: 8,807 shares; 2025Q4: 8,619 shares; 2026Q1: 8,531 shares 8,531 $2.81M 0.54% -88 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: restricted; 2024Q4: 24,760 shares; 2025Q1: 23,781 shares; 2025Q2: not reported; 2025Q3: 31,348 shares; 2025Q4: 30,948 shares; 2026Q1: 30,204 shares 30,204 $2.81M 0.54% -744 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,695 shares 49,695 $2.77M 0.53% new 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: restricted; 2024Q4: 35,684 shares; 2025Q1: 35,293 shares; 2025Q2: 35,677 shares; 2025Q3: 36,549 shares; 2025Q4: 36,808 shares; 2026Q1: 37,750 shares 37,750 $2.76M 0.53% +942 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: restricted; 2024Q4: 2,975 shares; 2025Q1: 2,776 shares; 2025Q2: 2,783 shares; 2025Q3: 2,781 shares; 2025Q4: 2,791 shares; 2026Q1: 2,844 shares 2,844 $2.74M 0.53% +53 Timeline XOP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,817 shares 14,817 $2.69M 0.52% new 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: restricted; 2024Q4: 7,472 shares; 2025Q1: 7,833 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,961 shares 6,961 $2.67M 0.51% new 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: restricted; 2024Q4: 24,832 shares; 2025Q1: 23,553 shares; 2025Q2: 23,369 shares; 2025Q3: 23,443 shares; 2025Q4: 23,541 shares; 2026Q1: 24,153 shares 24,153 $2.65M 0.51% +612 Timeline XME 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,520 shares 24,520 $2.65M 0.51% new Timeline XTL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,068 shares 14,068 $2.65M 0.51% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,301 shares; 2025Q1: 9,676 shares; 2025Q2: 10,587 shares; 2025Q3: 10,713 shares; 2025Q4: 10,641 shares; 2026Q1: 11,271 shares 11,271 $2.61M 0.5% +630 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: restricted; 2024Q4: not reported; 2025Q1: 16,102 shares; 2025Q2: 32,832 shares; 2025Q3: 34,720 shares; 2025Q4: 34,870 shares; 2026Q1: 35,702 shares 35,702 $2.6M 0.5% +832 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,173 shares 24,173 $2.59M 0.5% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,665 shares; 2025Q1: 13,976 shares; 2025Q2: 13,059 shares; 2025Q3: 12,957 shares; 2025Q4: 12,890 shares; 2026Q1: 11,856 shares 11,856 $2.59M 0.5% -1,034 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,592 shares 107,592 $2.58M 0.5% new Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,118 shares 52,118 $2.57M 0.5% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,323 shares; 2025Q3: 39,339 shares; 2025Q4: 39,536 shares; 2026Q1: 36,144 shares 36,144 $2.56M 0.49% -3,392 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,346 shares; 2025Q3: 39,579 shares; 2025Q4: 42,653 shares; 2026Q1: 48,987 shares 48,987 $2.51M 0.48% +6,334 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: restricted; 2024Q4: 12,117 shares; 2025Q1: 11,448 shares; 2025Q2: 14,922 shares; 2025Q3: 15,058 shares; 2025Q4: 12,560 shares; 2026Q1: 12,199 shares 12,199 $2.48M 0.48% -361 Timeline PKB 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: restricted; 2024Q4: 26,478 shares; 2025Q1: 27,173 shares; 2025Q2: 26,738 shares; 2025Q3: 26,600 shares; 2025Q4: 26,458 shares; 2026Q1: 25,307 shares 25,307 $2.47M 0.48% -1,151 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares 4,549 $2.45M 0.47% new 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: restricted; 2024Q4: 8,659 shares; 2025Q1: 8,599 shares; 2025Q2: 9,639 shares; 2025Q3: 9,817 shares; 2025Q4: 9,935 shares; 2026Q1: 10,827 shares 10,827 $2.35M 0.45% +892 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,953 shares; 2026Q1: 57,017 shares 57,017 $2.33M 0.45% +2,064 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,722 shares; 2025Q1: 3,768 shares; 2025Q2: 10,738 shares; 2025Q3: 10,898 shares; 2025Q4: 10,920 shares; 2026Q1: 11,089 shares 11,089 $2.27M 0.44% +169 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: restricted; 2024Q4: 19,910 shares; 2025Q1: 19,253 shares; 2025Q2: 22,738 shares; 2025Q3: 22,594 shares; 2025Q4: 22,268 shares; 2026Q1: 22,043 shares 22,043 $2.26M 0.44% -225 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: restricted; 2024Q4: 24,424 shares; 2025Q1: 24,231 shares; 2025Q2: 24,021 shares; 2025Q3: 23,889 shares; 2025Q4: 23,873 shares; 2026Q1: 24,140 shares 24,140 $2.22M 0.43% +267 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: restricted; 2024Q4: 14,236 shares; 2025Q1: 13,289 shares; 2025Q2: 13,361 shares; 2025Q3: 13,273 shares; 2025Q4: 13,233 shares; 2026Q1: 13,099 shares 13,099 $2.16M 0.41% -134 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: restricted; 2024Q4: 9,435 shares; 2025Q1: 9,154 shares; 2025Q2: 12,862 shares; 2025Q3: 12,875 shares; 2025Q4: 12,924 shares; 2026Q1: 13,301 shares 13,301 $2.12M 0.41% +377 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: restricted; 2024Q4: 16,242 shares; 2025Q1: 15,270 shares; 2025Q2: 15,889 shares; 2025Q3: 15,764 shares; 2025Q4: 15,186 shares; 2026Q1: 14,972 shares 14,972 $1.98M 0.38% -214 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: restricted; 2024Q4: 6,182 shares; 2025Q1: 5,475 shares; 2025Q2: 17,087 shares; 2025Q3: 17,578 shares; 2025Q4: 17,165 shares; 2026Q1: 15,666 shares 15,666 $1.95M 0.37% -1,499 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: restricted; 2024Q4: 14,420 shares; 2025Q1: 21,346 shares; 2025Q2: 23,165 shares; 2025Q3: 23,494 shares; 2025Q4: 22,915 shares; 2026Q1: 2,970 shares 2,970 $1.93M 0.37% -19,945 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: restricted; 2024Q4: 6,166 shares; 2025Q1: 5,714 shares; 2025Q2: 6,353 shares; 2025Q3: 6,310 shares; 2025Q4: 6,382 shares; 2026Q1: 6,251 shares 6,251 $1.89M 0.36% -131 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: restricted; 2024Q4: 6,962 shares; 2025Q1: 6,706 shares; 2025Q2: 6,808 shares; 2025Q3: 7,036 shares; 2025Q4: 4,327 shares; 2026Q1: 4,244 shares 4,244 $1.89M 0.36% -83 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: restricted; 2024Q4: 2,956 shares; 2025Q1: 2,758 shares; 2025Q2: 3,396 shares; 2025Q3: 3,367 shares; 2025Q4: 3,180 shares; 2026Q1: 3,233 shares 3,233 $1.85M 0.36% +53 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: restricted; 2024Q4: 6,361 shares; 2025Q1: 6,486 shares; 2025Q2: 19,136 shares; 2025Q3: 18,977 shares; 2025Q4: 17,910 shares; 2026Q1: 13,798 shares 13,798 $1.71M 0.33% -4,112 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: restricted; 2024Q4: 2,285 shares; 2025Q1: 2,444 shares; 2025Q2: 7,699 shares; 2025Q3: 8,065 shares; 2025Q4: 8,157 shares; 2026Q1: 8,244 shares 8,244 $1.71M 0.33% +87 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,721 shares; 2025Q4: 54,500 shares; 2026Q1: 66,876 shares 66,876 $1.56M 0.3% +12,376 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,511 shares; 2025Q1: 23,882 shares; 2025Q2: 24,351 shares; 2025Q3: 33,305 shares; 2025Q4: 26,098 shares; 2026Q1: 33,814 shares 33,814 $1.54M 0.3% +7,716 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,334 shares; 2026Q1: 14,168 shares 14,168 $1.53M 0.3% +834 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,720 shares; 2025Q3: 19,600 shares; 2025Q4: 19,250 shares; 2026Q1: 19,125 shares 19,125 $1.52M 0.29% -125 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,472 shares; 2025Q3: 9,362 shares; 2025Q4: 10,232 shares; 2026Q1: 10,232 shares 10,232 $1.52M 0.29% 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: restricted; 2024Q4: 2,909 shares; 2025Q1: 2,982 shares; 2025Q2: 3,038 shares; 2025Q3: 3,035 shares; 2025Q4: 3,044 shares; 2026Q1: 3,036 shares 3,036 $1.45M 0.28% -8 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: restricted; 2024Q4: 3,319 shares; 2025Q1: 3,323 shares; 2025Q2: 6,079 shares; 2025Q3: 5,980 shares; 2025Q4: 5,926 shares; 2026Q1: 5,876 shares 5,876 $1.44M 0.28% -50 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 6,135 shares; 2026Q1: 2,383 shares 2,383 $1.42M 0.27% -3,752 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: restricted; 2024Q4: 21,760 shares; 2025Q1: 21,306 shares; 2025Q2: 27,360 shares; 2025Q3: 24,197 shares; 2025Q4: 23,867 shares; 2026Q1: 9,675 shares 9,675 $1.42M 0.27% -14,192 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: restricted; 2024Q4: 10,664 shares; 2025Q1: 10,671 shares; 2025Q2: 105,767 shares; 2025Q3: 108,749 shares; 2025Q4: 26,988 shares; 2026Q1: 48,873 shares 48,873 $1.42M 0.27% +21,885 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: restricted; 2024Q4: 5,242 shares; 2025Q1: 4,013 shares; 2025Q2: 4,060 shares; 2025Q3: 4,011 shares; 2025Q4: 3,683 shares; 2026Q1: 3,762 shares 3,762 $1.4M 0.27% +79 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,444 shares; 2025Q1: 9,525 shares; 2025Q2: 3,631 shares; 2025Q3: 3,675 shares; 2025Q4: 3,887 shares; 2026Q1: 4,653 shares 4,653 $1.39M 0.27% +766 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: restricted; 2024Q4: 10,501 shares; 2025Q1: 10,688 shares; 2025Q2: 14,494 shares; 2025Q3: 14,265 shares; 2025Q4: 13,938 shares; 2026Q1: 14,683 shares 14,683 $1.37M 0.26% +745 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: restricted; 2024Q4: 1,797 shares; 2025Q1: 1,593 shares; 2025Q2: 1,546 shares; 2025Q3: 1,518 shares; 2025Q4: 14,419 shares; 2026Q1: 14,166 shares 14,166 $1.36M 0.26% -253 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: restricted; 2024Q4: 619 shares; 2025Q1: 581 shares; 2025Q2: 2,606 shares; 2025Q3: 2,551 shares; 2025Q4: 2,611 shares; 2026Q1: 2,551 shares 2,551 $1.26M 0.24% -60 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: restricted; 2024Q4: 1,824 shares; 2025Q1: 1,824 shares; 2025Q2: 2,182 shares; 2025Q3: 2,183 shares; 2025Q4: 2,164 shares; 2026Q1: 2,173 shares 2,173 $1.25M 0.24% +9 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: restricted; 2024Q4: 1,161 shares; 2025Q1: 1,110 shares; 2025Q2: 4,816 shares; 2025Q3: 4,745 shares; 2025Q4: 4,713 shares; 2026Q1: 4,671 shares 4,671 $1.24M 0.24% -42 Timeline DSI 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: restricted; 2024Q4: 10,806 shares; 2025Q1: 10,623 shares; 2025Q2: 10,216 shares; 2025Q3: 10,510 shares; 2025Q4: 10,782 shares; 2026Q1: 10,252 shares 10,252 $1.24M 0.24% -530 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: restricted; 2024Q4: 6,129 shares; 2025Q1: 6,156 shares; 2025Q2: 15,022 shares; 2025Q3: 15,992 shares; 2025Q4: 15,549 shares; 2026Q1: 15,629 shares 15,629 $1.21M 0.23% +80 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: restricted; 2024Q4: 6,026 shares; 2025Q1: 5,964 shares; 2025Q2: 5,833 shares; 2025Q3: 5,608 shares; 2025Q4: 5,360 shares; 2026Q1: 5,300 shares 5,300 $1.14M 0.22% -60 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: restricted; 2024Q4: 1,317 shares; 2025Q1: 1,319 shares; 2025Q2: 3,796 shares; 2025Q3: 3,811 shares; 2025Q4: 3,738 shares; 2026Q1: 3,734 shares 3,734 $1.13M 0.22% -4 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,679 shares; 2025Q3: 9,674 shares; 2025Q4: 9,631 shares; 2026Q1: 8,887 shares 8,887 $1.12M 0.22% -744 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: restricted; 2024Q4: 31,972 shares; 2025Q1: 30,531 shares; 2025Q2: 29,402 shares; 2025Q3: 27,326 shares; 2025Q4: 25,688 shares; 2026Q1: 25,039 shares 25,039 $1.09M 0.21% -649 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,473 shares; 2025Q3: 3,044 shares; 2025Q4: 3,476 shares; 2026Q1: 3,651 shares 3,651 $1.05M 0.2% +175 Timeline DTH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,510 shares; 2025Q3: 20,742 shares; 2025Q4: 19,778 shares; 2026Q1: 19,378 shares 19,378 $1.05M 0.2% -400 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: restricted; 2024Q4: 11,211 shares; 2025Q1: 8,231 shares; 2025Q2: 9,285 shares; 2025Q3: 9,259 shares; 2025Q4: 8,630 shares; 2026Q1: 8,476 shares 8,476 $1.02M 0.2% -154 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: restricted; 2024Q4: 5,618 shares; 2025Q1: not reported; 2025Q2: 4,698 shares; 2025Q3: 4,626 shares; 2025Q4: 4,506 shares; 2026Q1: 4,504 shares 4,504 $1.02M 0.2% -2 Timeline DEM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,473 shares 20,473 $1.02M 0.2% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,944 shares; 2025Q3: 8,944 shares; 2025Q4: 8,944 shares; 2026Q1: 8,697 shares 8,697 $1M 0.19% -247 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,281 shares; 2025Q4: 4,470 shares; 2026Q1: 10,655 shares 10,655 $970K 0.19% +6,185 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: restricted; 2024Q4: 10,314 shares; 2025Q1: 10,014 shares; 2025Q2: 12,518 shares; 2025Q3: 12,533 shares; 2025Q4: 12,533 shares; 2026Q1: 12,428 shares 12,428 $945K 0.18% -105 Timeline IBTH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,253 shares; 2025Q4: 22,356 shares; 2026Q1: 41,960 shares 41,960 $941K 0.18% +19,604 Timeline JEPQ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,582 shares; 2026Q1: 16,519 shares 16,519 $917K 0.18% -63 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: restricted; 2024Q4: 864 shares; 2025Q1: 627 shares; 2025Q2: 2,901 shares; 2025Q3: 2,865 shares; 2025Q4: 2,801 shares; 2026Q1: 2,772 shares 2,772 $911K 0.18% -29 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: restricted; 2024Q4: 1,421 shares; 2025Q1: 1,288 shares; 2025Q2: 5,577 shares; 2025Q3: 5,504 shares; 2025Q4: 5,371 shares; 2026Q1: 5,563 shares 5,563 $892K 0.17% +192 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: restricted; 2024Q4: 8,917 shares; 2025Q1: 8,305 shares; 2025Q2: 11,327 shares; 2025Q3: 10,654 shares; 2025Q4: 9,867 shares; 2026Q1: 4,494 shares 4,494 $891K 0.17% -5,373 Timeline IBTG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,514 shares; 2025Q4: 18,809 shares; 2026Q1: 38,858 shares 38,858 $890K 0.17% +20,049 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: restricted; 2024Q4: 1,705 shares; 2025Q1: 1,485 shares; 2025Q2: 1,885 shares; 2025Q3: 1,823 shares; 2025Q4: 1,786 shares; 2026Q1: 1,733 shares 1,733 $866K 0.17% -53 Timeline IGSB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,571 shares; 2025Q3: 16,371 shares; 2025Q4: 15,800 shares; 2026Q1: 15,658 shares 15,658 $823K 0.16% -142 Timeline IBTI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,823 shares; 2025Q4: 17,627 shares; 2026Q1: 36,492 shares 36,492 $813K 0.16% +18,865 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: restricted; 2024Q4: 9,870 shares; 2025Q1: 9,933 shares; 2025Q2: 10,804 shares; 2025Q3: 11,512 shares; 2025Q4: 11,293 shares; 2026Q1: 2,268 shares 2,268 $811K 0.16% -9,025 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,714 shares; 2025Q3: 5,710 shares; 2025Q4: 5,606 shares; 2026Q1: 5,192 shares 5,192 $806K 0.16% -414 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: restricted; 2024Q4: 3,911 shares; 2025Q1: 3,911 shares; 2025Q2: 3,900 shares; 2025Q3: 3,888 shares; 2025Q4: 3,883 shares; 2026Q1: 3,733 shares 3,733 $798K 0.15% -150 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,275 shares; 2025Q3: 9,275 shares; 2025Q4: 9,125 shares; 2026Q1: 9,500 shares 9,500 $786K 0.15% +375 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: restricted; 2024Q4: 4,221 shares; 2025Q1: 3,634 shares; 2025Q2: 4,014 shares; 2025Q3: 3,956 shares; 2025Q4: 3,753 shares; 2026Q1: 3,704 shares 3,704 $737K 0.14% -49 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: restricted; 2024Q4: 627 shares; 2025Q1: 354 shares; 2025Q2: 1,917 shares; 2025Q3: 2,227 shares; 2025Q4: 2,262 shares; 2026Q1: 1,689 shares 1,689 $730K 0.14% -573 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: restricted; 2024Q4: not reported; 2025Q1: 2,655 shares; 2025Q2: 2,830 shares; 2025Q3: 2,998 shares; 2025Q4: 1,394 shares; 2026Q1: 3,424 shares 3,424 $727K 0.14% +2,030 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: restricted; 2024Q4: 8,096 shares; 2025Q1: 9,280 shares; 2025Q2: 12,176 shares; 2025Q3: 15,760 shares; 2025Q4: 15,815 shares; 2026Q1: 14,627 shares 14,627 $713K 0.14% -1,188 Timeline ESGU 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: restricted; 2024Q4: 5,328 shares; 2025Q1: 5,136 shares; 2025Q2: 4,974 shares; 2025Q3: 5,135 shares; 2025Q4: 4,684 shares; 2026Q1: 5,040 shares 5,040 $713K 0.14% +356 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,230 shares 4,230 $702K 0.14% new 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: restricted; 2024Q4: 1,161 shares; 2025Q1: 1,162 shares; 2025Q2: 4,192 shares; 2025Q3: 4,157 shares; 2025Q4: 3,876 shares; 2026Q1: 3,604 shares 3,604 $700K 0.13% -272 Timeline XLG 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: restricted; 2024Q4: 16,806 shares; 2025Q1: 17,718 shares; 2025Q2: 17,975 shares; 2025Q3: 18,024 shares; 2025Q4: 18,199 shares; 2026Q1: 12,697 shares 12,697 $693K 0.13% -5,502 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: restricted; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,586 shares; 2026Q1: 3,561 shares 3,561 $687K 0.13% -25 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,285 shares; 2025Q4: 2,229 shares; 2026Q1: 2,229 shares 2,229 $664K 0.13% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,728 shares; 2026Q1: 29,995 shares 29,995 $657K 0.13% +7,267 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: restricted; 2024Q4: 1,789 shares; 2025Q1: 1,567 shares; 2025Q2: 5,344 shares; 2025Q3: 5,323 shares; 2025Q4: 5,126 shares; 2026Q1: 4,992 shares 4,992 $643K 0.12% -134 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,107 shares; 2025Q3: 6,618 shares; 2025Q4: 6,507 shares; 2026Q1: 6,507 shares 6,507 $632K 0.12% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 1,353 shares; 2025Q2: 1,776 shares; 2025Q3: 1,372 shares; 2025Q4: 1,416 shares; 2026Q1: 1,404 shares 1,404 $627K 0.12% -12 Timeline ESML 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: restricted; 2024Q4: 13,269 shares; 2025Q1: 13,201 shares; 2025Q2: 12,956 shares; 2025Q3: 13,444 shares; 2025Q4: 12,405 shares; 2026Q1: 13,251 shares 13,251 $623K 0.12% +846 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: restricted; 2024Q4: 4,499 shares; 2025Q1: not reported; 2025Q2: 11,012 shares; 2025Q3: 11,012 shares; 2025Q4: 10,992 shares; 2026Q1: 10,896 shares 10,896 $614K 0.12% -96 Timeline ESGD 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: restricted; 2024Q4: 6,378 shares; 2025Q1: 6,520 shares; 2025Q2: 6,258 shares; 2025Q3: 6,513 shares; 2025Q4: 6,028 shares; 2026Q1: 6,401 shares 6,401 $612K 0.12% +373 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: restricted; 2024Q4: 1,920 shares; 2025Q1: 1,795 shares; 2025Q2: 1,969 shares; 2025Q3: 1,929 shares; 2025Q4: 1,957 shares; 2026Q1: 1,927 shares 1,927 $599K 0.12% -30 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: restricted; 2024Q4: 930 shares; 2025Q1: not reported; 2025Q2: 3,126 shares; 2025Q3: 3,154 shares; 2025Q4: 3,149 shares; 2026Q1: 3,118 shares 3,118 $591K 0.11% -31 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,433 shares; 2025Q3: 4,481 shares; 2025Q4: 4,460 shares; 2026Q1: 4,501 shares 4,501 $590K 0.11% +41 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,616 shares; 2025Q4: 1,613 shares; 2026Q1: 1,636 shares 1,636 $579K 0.11% +23 Timeline IBTJ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,016 shares; 2025Q4: 17,161 shares; 2026Q1: 25,906 shares 25,906 $566K 0.11% +8,745 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: restricted; 2024Q4: 3,013 shares; 2025Q1: 2,992 shares; 2025Q2: 2,765 shares; 2025Q3: 2,564 shares; 2025Q4: 2,329 shares; 2026Q1: 2,294 shares 2,294 $557K 0.11% -35 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,080 shares; 2026Q1: 1,055 shares 1,055 $551K 0.11% -25 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: restricted; 2024Q4: 30,104 shares; 2025Q1: 5,365 shares; 2025Q2: 14,375 shares; 2025Q3: 14,986 shares; 2025Q4: 14,855 shares; 2026Q1: 14,827 shares 14,827 $545K 0.1% -28 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,090 shares 7,090 $527K 0.1% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,349 shares; 2025Q1: 12,420 shares; 2025Q2: 12,118 shares; 2025Q3: 12,118 shares; 2025Q4: 13,869 shares; 2026Q1: 17,310 shares 17,310 $523K 0.1% +3,441 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: restricted; 2024Q4: 8,234 shares; 2025Q1: 8,234 shares; 2025Q2: 7,967 shares; 2025Q3: 7,967 shares; 2025Q4: 7,047 shares; 2026Q1: 5,744 shares 5,744 $506K 0.1% -1,303 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,527 shares; 2025Q1: 9,557 shares; 2025Q2: 9,319 shares; 2025Q3: 9,319 shares; 2025Q4: 9,202 shares; 2026Q1: 9,958 shares 9,958 $506K 0.1% +756 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,954 shares; 2026Q1: 8,775 shares 8,775 $500K 0.1% -179 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,177 shares; 2025Q3: 3,300 shares; 2025Q4: 3,155 shares; 2026Q1: 3,128 shares 3,128 $492K 0.09% -27 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: restricted; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,755 shares; 2025Q3: 1,741 shares; 2025Q4: 1,726 shares; 2026Q1: 1,704 shares 1,704 $484K 0.09% -22 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: restricted; 2024Q4: 6,105 shares; 2025Q1: 5,484 shares; 2025Q2: 5,562 shares; 2025Q3: 5,499 shares; 2025Q4: 4,824 shares; 2026Q1: 4,871 shares 4,871 $470K 0.09% +47 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: restricted; 2024Q4: 346 shares; 2025Q1: 340 shares; 2025Q2: 513 shares; 2025Q3: 487 shares; 2025Q4: 455 shares; 2026Q1: 461 shares 461 $459K 0.09% +6 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: restricted; 2024Q4: 5,345 shares; 2025Q1: 4,689 shares; 2025Q2: 4,555 shares; 2025Q3: 4,423 shares; 2025Q4: 3,944 shares; 2026Q1: 3,799 shares 3,799 $451K 0.09% -145 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,088 shares; 2025Q3: 16,795 shares; 2025Q4: 19,198 shares; 2026Q1: 6,900 shares 6,900 $439K 0.08% -12,298 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,457 shares; 2026Q1: 20,867 shares 20,867 $437K 0.08% +6,410 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $435K 0.08% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,118 shares; 2025Q3: 5,020 shares; 2025Q4: 5,031 shares; 2026Q1: 5,015 shares 5,015 $435K 0.08% -16 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: restricted; 2024Q4: 528 shares; 2025Q1: 545 shares; 2025Q2: 521 shares; 2025Q3: 518 shares; 2025Q4: 530 shares; 2026Q1: 512 shares 512 $433K 0.08% -18 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: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,050 shares; 2025Q2: 928 shares; 2025Q3: 979 shares; 2025Q4: 938 shares; 2026Q1: 879 shares 879 $432K 0.08% -59 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,320 shares; 2025Q3: 8,520 shares; 2025Q4: 8,420 shares; 2026Q1: 8,380 shares 8,380 $431K 0.08% -40 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: restricted; 2024Q4: 344 shares; 2025Q1: 427 shares; 2025Q2: 387 shares; 2025Q3: 375 shares; 2025Q4: 362 shares; 2026Q1: 325 shares 325 $429K 0.08% -37 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: restricted; 2024Q4: 5,935 shares; 2025Q1: 5,490 shares; 2025Q2: 5,397 shares; 2025Q3: 5,216 shares; 2025Q4: 5,006 shares; 2026Q1: 4,729 shares 4,729 $424K 0.08% -277 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,573 shares; 2025Q3: 1,529 shares; 2025Q4: 1,842 shares; 2026Q1: 1,836 shares 1,836 $423K 0.08% -6 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 642 shares; 2026Q1: 642 shares 642 $419K 0.08% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,304 shares; 2025Q1: 6,281 shares; 2025Q2: 6,309 shares; 2025Q3: 6,208 shares; 2025Q4: 5,850 shares; 2026Q1: 5,784 shares 5,784 $419K 0.08% -66 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: restricted; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 4,986 shares; 2025Q3: 5,393 shares; 2025Q4: 5,530 shares; 2026Q1: 1,717 shares 1,717 $416K 0.08% -3,813 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,170 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,169 shares 3,169 $415K 0.08% +6 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: restricted; 2024Q4: 3,322 shares; 2025Q1: 3,103 shares; 2025Q2: 3,319 shares; 2025Q3: 2,939 shares; 2025Q4: 2,838 shares; 2026Q1: 2,202 shares 2,202 $411K 0.08% -636 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,542 shares 1,542 $404K 0.08% +75 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,343 shares; 2025Q4: 2,258 shares; 2026Q1: 2,249 shares 2,249 $388K 0.07% -9 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: restricted; 2024Q4: not reported; 2025Q1: 1,819 shares; 2025Q2: 2,619 shares; 2025Q3: 2,632 shares; 2025Q4: 2,553 shares; 2026Q1: 2,525 shares 2,525 $386K 0.07% -28 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,949 shares 1,949 $384K 0.07% 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: restricted; 2024Q4: 11,389 shares; 2025Q1: 11,429 shares; 2025Q2: 11,151 shares; 2025Q3: 11,151 shares; 2025Q4: 9,466 shares; 2026Q1: 5,603 shares 5,603 $382K 0.07% -3,863 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,898 shares; 2025Q3: 6,098 shares; 2025Q4: 4,998 shares; 2026Q1: 4,998 shares 4,998 $378K 0.07% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: 480 shares; 2025Q4: 436 shares; 2026Q1: 432 shares 432 $377K 0.07% -4 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: restricted; 2024Q4: 329 shares; 2025Q1: 427 shares; 2025Q2: 535 shares; 2025Q3: 527 shares; 2025Q4: 494 shares; 2026Q1: 484 shares 484 $374K 0.07% -10 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: restricted; 2024Q4: 1,266 shares; 2025Q1: 1,276 shares; 2025Q2: 1,464 shares; 2025Q3: 1,481 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145 $367K 0.07% 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: restricted; 2024Q4: 139,530 shares; 2025Q1: 7,328 shares; 2025Q2: 8,301 shares; 2025Q3: 8,707 shares; 2025Q4: 9,807 shares; 2026Q1: 5,179 shares 5,179 $361K 0.07% -4,628 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $329K 0.06% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,455 shares; 2025Q3: 2,381 shares; 2025Q4: 2,345 shares; 2026Q1: 2,726 shares 2,726 $326K 0.06% +381 Timeline ESGE 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: restricted; 2024Q4: 7,530 shares; 2025Q1: 7,596 shares; 2025Q2: 7,351 shares; 2025Q3: 7,577 shares; 2025Q4: 6,865 shares; 2026Q1: 7,120 shares 7,120 $324K 0.06% +255 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 588 shares; 2025Q4: 580 shares; 2026Q1: 569 shares 569 $321K 0.06% -11 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,970 shares; 2026Q1: 12,575 shares 12,575 $318K 0.06% +3,605 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: restricted; 2024Q4: not reported; 2025Q1: 3,364 shares; 2025Q2: 3,647 shares; 2025Q3: 3,647 shares; 2025Q4: 3,647 shares; 2026Q1: 3,658 shares 3,658 $306K 0.06% +11 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: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,372 shares; 2025Q4: 1,291 shares; 2026Q1: 1,278 shares 1,278 $306K 0.06% -13 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: restricted; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares; 2026Q1: 1,673 shares 1,673 $305K 0.06% -91 Timeline IBTK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,961 shares 14,961 $295K 0.06% new 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: restricted; 2024Q4: 701 shares; 2025Q1: 683 shares; 2025Q2: 743 shares; 2025Q3: 666 shares; 2025Q4: 674 shares; 2026Q1: 626 shares 626 $289K 0.06% -48 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: restricted; 2024Q4: 101 shares; 2025Q1: 99 shares; 2025Q2: 94 shares; 2025Q3: 91 shares; 2025Q4: 87 shares; 2026Q1: 83 shares 83 $280K 0.05% -4 Timeline GRID 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: restricted; 2024Q4: 1,920 shares; 2025Q1: 1,903 shares; 2025Q2: 1,835 shares; 2025Q3: 1,853 shares; 2025Q4: 1,672 shares; 2026Q1: 1,706 shares 1,706 $279K 0.05% +34 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,947 shares; 2026Q1: 18,551 shares 18,551 $276K 0.05% +604 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: restricted; 2024Q4: 1,597 shares; 2025Q1: 1,762 shares; 2025Q2: 1,600 shares; 2025Q3: 1,501 shares; 2025Q4: 1,393 shares; 2026Q1: 1,313 shares 1,313 $273K 0.05% -80 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,874 shares; 2025Q3: 2,862 shares; 2025Q4: 2,795 shares; 2026Q1: 2,808 shares 2,808 $271K 0.05% +13 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,968 shares; 2025Q3: 4,923 shares; 2025Q4: 4,938 shares; 2026Q1: 5,068 shares 5,068 $268K 0.05% +130 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,019 shares; 2025Q3: 7,222 shares; 2025Q4: 4,576 shares; 2026Q1: 4,770 shares 4,770 $266K 0.05% +194 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,292 shares; 2026Q1: 3,298 shares 3,298 $262K 0.05% +6 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,147 shares; 2025Q3: 3,447 shares; 2025Q4: 3,447 shares; 2026Q1: 3,394 shares 3,394 $262K 0.05% -53 Timeline IBTL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,649 shares 12,649 $258K 0.05% new 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: restricted; 2024Q4: 1,284 shares; 2025Q1: 1,297 shares; 2025Q2: 1,296 shares; 2025Q3: 1,310 shares; 2025Q4: 1,299 shares; 2026Q1: 1,078 shares 1,078 $255K 0.05% -221 Timeline CNRG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,761 shares 2,761 $249K 0.05% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552 shares; 2026Q1: 694 shares 694 $249K 0.05% +142 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 896 shares; 2026Q1: 864 shares 864 $248K 0.05% -32 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,330 shares 7,330 $246K 0.05% +30 Timeline PBW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,070 shares; 2026Q1: 7,658 shares 7,658 $242K 0.05% +588 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,075 shares 2,075 $239K 0.05% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 540 shares; 2025Q4: not reported; 2026Q1: 431 shares 431 $237K 0.05% new 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: restricted; 2024Q4: 500 shares; 2025Q1: 501 shares; 2025Q2: 503 shares; 2025Q3: 504 shares; 2025Q4: 507 shares; 2026Q1: 508 shares 508 $236K 0.05% +1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares 646 $230K 0.04% new 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: restricted; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: not reported; 2025Q4: 741 shares; 2026Q1: 737 shares 737 $224K 0.04% -4 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: restricted; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 4,506 shares; 2025Q3: 4,153 shares; 2025Q4: not reported; 2026Q1: 4,869 shares 4,869 $223K 0.04% new 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: restricted; 2024Q4: 1,670 shares; 2025Q1: 1,509 shares; 2025Q2: 1,507 shares; 2025Q3: 1,495 shares; 2025Q4: 1,439 shares; 2026Q1: 1,426 shares 1,426 $222K 0.04% -13 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,279 shares; 2025Q1: 1,196 shares; 2025Q2: 1,061 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 887 shares 887 $222K 0.04% new Timeline VGK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,600 shares 2,600 $214K 0.04% -400 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,547 shares; 2025Q3: 6,613 shares; 2025Q4: not reported; 2026Q1: 4,241 shares 4,241 $213K 0.04% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,840 shares; 2025Q3: not reported; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares 2,840 $209K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 40 shares; 2025Q4: 49 shares; 2026Q1: 48 shares 48 $202K 0.04% -1 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,365 shares; 2025Q1: 18,887 shares; 2025Q2: 12,845 shares; 2025Q3: 12,845 shares; 2025Q4: 12,845 shares; 2026Q1: 13,041 shares 13,041 $65.6K 0.01% +196 Timeline