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: 34,951 shares; 2024Q4: 36,483 shares; 2025Q1: 31,995 shares; 2025Q2: 31,016 shares; 2025Q3: 32,584 shares; 2025Q4: 34,483 shares; 2026Q1: 34,438 shares 34,438 $22.5M 5.08% -45 Timeline USFR 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: 286,081 shares; 2024Q4: 268,163 shares; 2025Q1: 246,829 shares; 2025Q2: 249,153 shares; 2025Q3: 319,934 shares; 2025Q4: 272,058 shares; 2026Q1: 270,133 shares 270,133 $13.6M 3.07% -1,925 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: not reported; 2024Q4: 53,783 shares; 2025Q1: 191,199 shares; 2025Q2: 260,056 shares; 2025Q3: 290,859 shares; 2025Q4: 382,823 shares; 2026Q1: 471,280 shares 471,280 $12.3M 2.79% +88,457 Timeline AGGY 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: 176,843 shares; 2024Q4: 206,284 shares; 2025Q1: 206,842 shares; 2025Q2: 210,917 shares; 2025Q3: 226,627 shares; 2025Q4: 258,394 shares; 2026Q1: 264,850 shares 264,850 $11.5M 2.6% +6,456 Timeline OSEA 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: not reported; 2024Q4: 89,320 shares; 2025Q1: 324,778 shares; 2025Q2: 371,137 shares; 2025Q3: 538,968 shares; 2025Q4: 417,554 shares; 2026Q1: 385,807 shares 385,807 $11.2M 2.52% -31,747 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,338 shares; 2024Q4: 225,961 shares; 2025Q1: 288,368 shares; 2025Q2: 310,459 shares; 2025Q3: 317,832 shares; 2025Q4: 331,598 shares; 2026Q1: 328,713 shares 328,713 $10.7M 2.41% -2,885 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: 46,806 shares; 2024Q4: 46,467 shares; 2025Q1: 46,667 shares; 2025Q2: 44,966 shares; 2025Q3: 44,096 shares; 2025Q4: 36,066 shares; 2026Q1: 35,543 shares 35,543 $9.02M 2.04% -523 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: 98,847 shares; 2024Q4: 104,459 shares; 2025Q1: 100,674 shares; 2025Q2: 97,601 shares; 2025Q3: 101,392 shares; 2025Q4: 102,417 shares; 2026Q1: 99,703 shares 99,703 $7.84M 1.77% -2,714 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,186 shares; 2024Q4: 150,711 shares; 2025Q1: 142,942 shares; 2025Q2: 145,375 shares; 2025Q3: 172,615 shares; 2025Q4: 186,476 shares; 2026Q1: 143,506 shares 143,506 $7.31M 1.65% -42,970 Timeline DON 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: 104,899 shares; 2024Q4: 110,496 shares; 2025Q1: 109,507 shares; 2025Q2: 123,149 shares; 2025Q3: 126,984 shares; 2025Q4: 134,595 shares; 2026Q1: 137,789 shares 137,789 $7.24M 1.63% +3,194 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,062 shares; 2024Q4: 243,491 shares; 2025Q1: 226,041 shares; 2025Q2: 207,794 shares; 2025Q3: 232,317 shares; 2025Q4: 235,257 shares; 2026Q1: 241,225 shares 241,225 $7.03M 1.59% +5,968 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: 31,296 shares; 2024Q4: 30,582 shares; 2025Q1: 30,795 shares; 2025Q2: 30,659 shares; 2025Q3: 29,460 shares; 2025Q4: 27,648 shares; 2026Q1: 27,416 shares 27,416 $6.7M 1.51% -232 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,866 shares; 2024Q4: 581,589 shares; 2025Q1: 146,538 shares; 2025Q2: 138,578 shares; 2025Q3: 156,301 shares; 2025Q4: 162,854 shares; 2026Q1: 269,930 shares 269,930 $6.68M 1.51% +107,076 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: 11,992 shares; 2024Q4: 11,750 shares; 2025Q1: 11,129 shares; 2025Q2: 11,082 shares; 2025Q3: 10,898 shares; 2025Q4: 10,241 shares; 2026Q1: 10,217 shares 10,217 $6.64M 1.5% -24 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,930 shares; 2024Q4: 36,617 shares; 2025Q1: 35,731 shares; 2025Q2: 35,152 shares; 2025Q3: 32,234 shares; 2025Q4: 31,847 shares; 2026Q1: 33,542 shares 33,542 $6.58M 1.49% +1,695 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: 94,517 shares; 2024Q4: 93,451 shares; 2025Q1: 83,579 shares; 2025Q2: 81,668 shares; 2025Q3: 86,299 shares; 2025Q4: 87,935 shares; 2026Q1: 96,512 shares 96,512 $6.18M 1.4% +8,577 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: 17,479 shares; 2024Q4: 17,565 shares; 2025Q1: 17,520 shares; 2025Q2: 17,456 shares; 2025Q3: 16,495 shares; 2025Q4: 15,742 shares; 2026Q1: 16,518 shares 16,518 $6.11M 1.38% +776 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: 17,955 shares; 2024Q4: 18,047 shares; 2025Q1: 18,150 shares; 2025Q2: 23,050 shares; 2025Q3: 23,609 shares; 2025Q4: 22,144 shares; 2026Q1: 20,747 shares 20,747 $5.95M 1.34% -1,397 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: 85,211 shares; 2024Q4: 88,294 shares; 2025Q1: 86,890 shares; 2025Q2: 83,054 shares; 2025Q3: 85,737 shares; 2025Q4: 87,786 shares; 2026Q1: 87,218 shares 87,218 $5.89M 1.33% -568 Timeline DXJ 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: 2,885 shares; 2024Q4: 12,335 shares; 2025Q1: 30,096 shares; 2025Q2: 35,239 shares; 2025Q3: 35,278 shares; 2025Q4: 35,913 shares; 2026Q1: 36,424 shares 36,424 $5.78M 1.3% +511 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: 20,030 shares; 2024Q4: 27,572 shares; 2025Q1: 35,463 shares; 2025Q2: 35,579 shares; 2025Q3: 32,577 shares; 2025Q4: 29,205 shares; 2026Q1: 27,470 shares 27,470 $5.59M 1.26% -1,735 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: 9,572 shares; 2024Q4: 9,652 shares; 2025Q1: 10,119 shares; 2025Q2: 9,524 shares; 2025Q3: 9,599 shares; 2025Q4: 9,361 shares; 2026Q1: 9,317 shares 9,317 $5.38M 1.21% -44 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: 79,495 shares; 2024Q4: 81,588 shares; 2025Q1: 81,572 shares; 2025Q2: 84,207 shares; 2025Q3: 82,226 shares; 2025Q4: 96,102 shares; 2026Q1: 101,438 shares 101,438 $5.33M 1.2% +5,336 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,614 shares; 2024Q4: 28,792 shares; 2025Q1: 34,889 shares; 2025Q2: 40,186 shares; 2025Q3: 47,382 shares; 2025Q4: 53,585 shares; 2026Q1: 60,023 shares 60,023 $5.27M 1.19% +6,438 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: 14,311 shares; 2024Q4: 14,636 shares; 2025Q1: 14,092 shares; 2025Q2: 17,223 shares; 2025Q3: 19,314 shares; 2025Q4: 18,309 shares; 2026Q1: 17,925 shares 17,925 $5.15M 1.16% -384 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: 31,852 shares; 2024Q4: 31,568 shares; 2025Q1: 32,611 shares; 2025Q2: 32,351 shares; 2025Q3: 30,003 shares; 2025Q4: 27,589 shares; 2026Q1: 27,570 shares 27,570 $4.81M 1.09% -19 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: 12,257 shares; 2024Q4: 12,978 shares; 2025Q1: 12,975 shares; 2025Q2: 12,940 shares; 2025Q3: 12,807 shares; 2025Q4: 12,932 shares; 2026Q1: 12,848 shares 12,848 $4.52M 1.02% -84 Timeline EPI 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: 69,123 shares; 2024Q4: 85,910 shares; 2025Q1: 92,537 shares; 2025Q2: 92,611 shares; 2025Q3: 94,636 shares; 2025Q4: 98,058 shares; 2026Q1: 107,774 shares 107,774 $4.4M 0.99% +9,716 Timeline JCPB 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: 63,170 shares; 2024Q4: 77,000 shares; 2025Q1: 73,509 shares; 2025Q2: 75,040 shares; 2025Q3: 77,952 shares; 2025Q4: 82,968 shares; 2026Q1: 88,713 shares 88,713 $4.18M 0.94% +5,745 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: 3,932 shares; 2024Q4: 3,794 shares; 2025Q1: 3,672 shares; 2025Q2: 3,542 shares; 2025Q3: 3,550 shares; 2025Q4: 4,065 shares; 2026Q1: 4,126 shares 4,126 $4.11M 0.93% +61 Timeline CIBR 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: 48,237 shares; 2024Q4: 50,751 shares; 2025Q1: 52,165 shares; 2025Q2: 55,053 shares; 2025Q3: 59,141 shares; 2025Q4: 61,046 shares; 2026Q1: 63,068 shares 63,068 $3.95M 0.89% +2,022 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: 41,806 shares; 2024Q4: 39,394 shares; 2025Q1: 38,188 shares; 2025Q2: 35,644 shares; 2025Q3: 34,202 shares; 2025Q4: 33,347 shares; 2026Q1: 32,719 shares 32,719 $3.94M 0.89% -628 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: 36,708 shares; 2024Q4: 36,500 shares; 2025Q1: 36,845 shares; 2025Q2: 35,447 shares; 2025Q3: 35,274 shares; 2025Q4: 35,174 shares; 2026Q1: 34,951 shares 34,951 $3.83M 0.87% -223 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,795 shares; 2025Q1: 193,168 shares; 2025Q2: 224,275 shares; 2025Q3: 240,643 shares; 2025Q4: 208,749 shares; 2026Q1: 202,206 shares 202,206 $3.81M 0.86% -6,543 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: 15,298 shares; 2024Q4: 15,218 shares; 2025Q1: 14,163 shares; 2025Q2: 14,184 shares; 2025Q3: 13,259 shares; 2025Q4: 13,073 shares; 2026Q1: 12,685 shares 12,685 $3.73M 0.84% -388 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,362 shares; 2025Q1: 61,708 shares; 2025Q2: 81,329 shares; 2025Q3: 109,290 shares; 2025Q4: 115,551 shares; 2026Q1: 70,483 shares 70,483 $3.68M 0.83% -45,068 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: 11,270 shares; 2024Q4: 11,370 shares; 2025Q1: 11,037 shares; 2025Q2: 11,296 shares; 2025Q3: 11,156 shares; 2025Q4: 10,922 shares; 2026Q1: 10,954 shares 10,954 $3.6M 0.81% +32 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: 9,349 shares; 2024Q4: 8,895 shares; 2025Q1: 8,898 shares; 2025Q2: 8,905 shares; 2025Q3: 8,786 shares; 2025Q4: 7,863 shares; 2026Q1: 6,571 shares 6,571 $3.54M 0.8% -1,292 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: 20,115 shares; 2024Q4: 19,506 shares; 2025Q1: 19,634 shares; 2025Q2: 19,318 shares; 2025Q3: 17,288 shares; 2025Q4: 16,893 shares; 2026Q1: 17,007 shares 17,007 $3.52M 0.79% +114 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: 8,017 shares; 2024Q4: 8,019 shares; 2025Q1: 8,020 shares; 2025Q2: 7,927 shares; 2025Q3: 7,612 shares; 2025Q4: 7,930 shares; 2026Q1: 8,133 shares 8,133 $3.5M 0.79% +203 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: 6,358 shares; 2024Q4: 6,305 shares; 2025Q1: 6,454 shares; 2025Q2: 6,257 shares; 2025Q3: 7,128 shares; 2025Q4: 7,139 shares; 2026Q1: 7,104 shares 7,104 $3.4M 0.77% -35 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: 18,496 shares; 2024Q4: 22,165 shares; 2025Q1: 22,319 shares; 2025Q2: 22,505 shares; 2025Q3: 19,841 shares; 2025Q4: 20,388 shares; 2026Q1: 19,966 shares 19,966 $3.39M 0.76% -422 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: 18,364 shares; 2024Q4: 18,576 shares; 2025Q1: 18,668 shares; 2025Q2: 18,673 shares; 2025Q3: 18,707 shares; 2025Q4: 18,064 shares; 2026Q1: 17,544 shares 17,544 $3.38M 0.76% -520 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: 22,926 shares; 2024Q4: 22,774 shares; 2025Q1: 23,359 shares; 2025Q2: 22,494 shares; 2025Q3: 22,170 shares; 2025Q4: 21,328 shares; 2026Q1: 20,779 shares 20,779 $3.32M 0.75% -549 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,235 shares; 2024Q4: 51,659 shares; 2025Q1: 54,301 shares; 2025Q2: 54,636 shares; 2025Q3: 57,572 shares; 2025Q4: 55,088 shares; 2026Q1: 55,846 shares 55,846 $3.3M 0.74% +758 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: 42,030 shares; 2024Q4: 41,211 shares; 2025Q1: 39,975 shares; 2025Q2: 40,056 shares; 2025Q3: 42,230 shares; 2025Q4: 41,718 shares; 2026Q1: 41,714 shares 41,714 $3.24M 0.73% -4 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,945 shares; 2026Q1: 67,886 shares 67,886 $3.19M 0.72% +56,941 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,890 shares; 2024Q4: 8,937 shares; 2025Q1: 8,729 shares; 2025Q2: 8,759 shares; 2025Q3: 8,718 shares; 2025Q4: 8,714 shares; 2026Q1: 8,734 shares 8,734 $3.17M 0.72% +20 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: 10,949 shares; 2024Q4: 10,728 shares; 2025Q1: 12,992 shares; 2025Q2: 11,550 shares; 2025Q3: 11,442 shares; 2025Q4: 10,992 shares; 2026Q1: 9,345 shares 9,345 $3.16M 0.71% -1,647 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: 6,465 shares; 2024Q4: 6,447 shares; 2025Q1: 6,323 shares; 2025Q2: 5,555 shares; 2025Q3: 5,418 shares; 2025Q4: 5,171 shares; 2026Q1: 5,090 shares 5,090 $3.08M 0.69% -81 Timeline VDC 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: 6,968 shares; 2024Q4: 7,212 shares; 2025Q1: 11,896 shares; 2025Q2: 11,930 shares; 2025Q3: 11,826 shares; 2025Q4: 10,711 shares; 2026Q1: 13,275 shares 13,275 $2.98M 0.67% +2,564 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 12,579 shares; 2025Q1: 12,450 shares; 2025Q2: 13,334 shares; 2025Q3: 13,352 shares; 2025Q4: 13,900 shares; 2026Q1: 13,914 shares 13,914 $2.94M 0.66% +14 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: 14,043 shares; 2024Q4: 13,705 shares; 2025Q1: 13,388 shares; 2025Q2: 13,341 shares; 2025Q3: 11,889 shares; 2025Q4: 11,745 shares; 2026Q1: 11,673 shares 11,673 $2.83M 0.64% -72 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: 49,348 shares; 2026Q1: 49,348 shares 49,348 $2.81M 0.63% 0 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: 35,713 shares; 2024Q4: 34,054 shares; 2025Q1: 32,977 shares; 2025Q2: 32,871 shares; 2025Q3: 32,912 shares; 2025Q4: 33,715 shares; 2026Q1: 33,849 shares 33,849 $2.79M 0.63% +134 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,893 shares; 2024Q4: 275,405 shares; 2025Q1: 273,651 shares; 2025Q2: 270,974 shares; 2025Q3: 266,812 shares; 2025Q4: 261,676 shares; 2026Q1: 264,547 shares 264,547 $2.72M 0.62% +2,871 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,182 shares; 2024Q4: 88,594 shares; 2025Q1: 54,904 shares; 2025Q2: 81,307 shares; 2025Q3: 122,339 shares; 2025Q4: 63,494 shares; 2026Q1: 51,756 shares 51,756 $2.62M 0.59% -11,738 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 10,214 shares; 2025Q1: 10,728 shares; 2025Q2: 10,636 shares; 2025Q3: 9,882 shares; 2025Q4: 9,003 shares; 2026Q1: 8,975 shares 8,975 $2.62M 0.59% -28 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: 11,440 shares; 2024Q4: 10,859 shares; 2025Q1: 11,165 shares; 2025Q2: 11,693 shares; 2025Q3: 11,497 shares; 2025Q4: 11,712 shares; 2026Q1: 11,808 shares 11,808 $2.46M 0.56% +96 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: 7,621 shares; 2024Q4: 7,630 shares; 2025Q1: 7,647 shares; 2025Q2: 7,663 shares; 2025Q3: 7,367 shares; 2025Q4: 7,357 shares; 2026Q1: 7,063 shares 7,063 $2.42M 0.55% -294 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: 17,355 shares; 2024Q4: 17,595 shares; 2025Q1: 17,712 shares; 2025Q2: 16,237 shares; 2025Q3: 16,250 shares; 2025Q4: 15,396 shares; 2026Q1: 15,342 shares 15,342 $2.38M 0.54% -54 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,276 shares; 2025Q1: 2,185 shares; 2025Q2: 29,625 shares; 2025Q3: 26,890 shares; 2025Q4: 25,990 shares; 2026Q1: 25,805 shares 25,805 $2.38M 0.54% -185 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: 9,803 shares; 2024Q4: 10,799 shares; 2025Q1: 11,222 shares; 2025Q2: 11,261 shares; 2025Q3: 11,276 shares; 2025Q4: 10,482 shares; 2026Q1: 10,537 shares 10,537 $2.38M 0.54% +55 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 4,844 shares; 2025Q1: 6,203 shares; 2025Q2: 5,873 shares; 2025Q3: 6,854 shares; 2025Q4: 6,920 shares; 2026Q1: 7,402 shares 7,402 $2.32M 0.52% +482 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,622 shares; 2024Q4: 20,318 shares; 2025Q1: 20,276 shares; 2025Q2: 19,997 shares; 2025Q3: 20,382 shares; 2025Q4: 20,538 shares; 2026Q1: 22,285 shares 22,285 $2.21M 0.5% +1,747 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,875 shares; 2024Q4: 16,283 shares; 2025Q1: 16,646 shares; 2025Q2: 16,739 shares; 2025Q3: 15,767 shares; 2025Q4: 14,492 shares; 2026Q1: 14,551 shares 14,551 $2.07M 0.47% +59 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: 14,546 shares; 2024Q4: 14,504 shares; 2025Q1: 14,536 shares; 2025Q2: 14,468 shares; 2025Q3: 14,238 shares; 2025Q4: 13,911 shares; 2026Q1: 13,832 shares 13,832 $2M 0.45% -79 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: 6,539 shares; 2024Q4: 6,567 shares; 2025Q1: 6,603 shares; 2025Q2: 6,603 shares; 2025Q3: 6,376 shares; 2025Q4: 6,288 shares; 2026Q1: 5,668 shares 5,668 $1.94M 0.44% -620 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: 17,273 shares; 2024Q4: 16,996 shares; 2025Q1: 16,139 shares; 2025Q2: 16,021 shares; 2025Q3: 16,164 shares; 2025Q4: 15,179 shares; 2026Q1: 15,310 shares 15,310 $1.9M 0.43% +131 Timeline PFF 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: 102,726 shares; 2024Q4: 102,927 shares; 2025Q1: 102,853 shares; 2025Q2: 93,918 shares; 2025Q3: 87,802 shares; 2025Q4: 67,245 shares; 2026Q1: 62,594 shares 62,594 $1.9M 0.43% -4,651 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: 3,610 shares; 2024Q4: 3,579 shares; 2025Q1: 3,581 shares; 2025Q2: 3,172 shares; 2025Q3: 3,028 shares; 2025Q4: 3,022 shares; 2026Q1: 3,315 shares 3,315 $1.9M 0.43% +293 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: 17,991 shares; 2024Q4: 17,619 shares; 2025Q1: 17,161 shares; 2025Q2: 17,098 shares; 2025Q3: 13,725 shares; 2025Q4: 12,854 shares; 2026Q1: 12,877 shares 12,877 $1.89M 0.43% +23 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,369 shares; 2024Q4: 15,103 shares; 2025Q1: 16,078 shares; 2025Q2: 15,173 shares; 2025Q3: 17,827 shares; 2025Q4: 18,421 shares; 2026Q1: 18,444 shares 18,444 $1.86M 0.42% +23 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,194 shares; 2024Q4: 34,817 shares; 2025Q1: 35,360 shares; 2025Q2: 35,902 shares; 2025Q3: 36,448 shares; 2025Q4: 36,066 shares; 2026Q1: 36,334 shares 36,334 $1.83M 0.41% +268 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: 16,571 shares; 2024Q4: 16,427 shares; 2025Q1: 14,110 shares; 2025Q2: 13,683 shares; 2025Q3: 13,699 shares; 2025Q4: 13,369 shares; 2026Q1: 12,884 shares 12,884 $1.82M 0.41% -485 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,999 shares; 2024Q4: 149,322 shares; 2025Q1: 152,765 shares; 2025Q2: 152,869 shares; 2025Q3: 131,047 shares; 2025Q4: 111,457 shares; 2026Q1: 104,863 shares 104,863 $1.81M 0.41% -6,594 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: 8,071 shares; 2024Q4: 8,104 shares; 2025Q1: 8,230 shares; 2025Q2: 5,531 shares; 2025Q3: 5,538 shares; 2025Q4: 5,456 shares; 2026Q1: 5,706 shares 5,706 $1.77M 0.4% +250 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,993 shares; 2025Q2: 7,303 shares; 2025Q3: 7,321 shares; 2025Q4: 7,336 shares; 2026Q1: 10,801 shares 10,801 $1.77M 0.4% +3,465 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,309 shares; 2024Q4: 15,714 shares; 2025Q1: 15,668 shares; 2025Q2: 15,475 shares; 2025Q3: 15,452 shares; 2025Q4: 15,612 shares; 2026Q1: 15,464 shares 15,464 $1.75M 0.39% -148 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,367 shares; 2024Q4: 24,756 shares; 2025Q1: 25,310 shares; 2025Q2: 25,133 shares; 2025Q3: 24,558 shares; 2025Q4: 23,621 shares; 2026Q1: 23,692 shares 23,692 $1.66M 0.38% +71 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: 1,838 shares; 2024Q4: 1,758 shares; 2025Q1: 1,757 shares; 2025Q2: 1,748 shares; 2025Q3: 1,747 shares; 2025Q4: 3,684 shares; 2026Q1: 4,584 shares 4,584 $1.62M 0.37% +900 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: 19,146 shares; 2024Q4: 18,305 shares; 2025Q1: 21,282 shares; 2025Q2: 18,832 shares; 2025Q3: 16,132 shares; 2025Q4: 13,267 shares; 2026Q1: 12,620 shares 12,620 $1.59M 0.36% -647 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,145 shares; 2025Q4: 7,524 shares; 2026Q1: 7,389 shares 7,389 $1.52M 0.34% -135 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: 18,134 shares; 2024Q4: 18,175 shares; 2025Q1: 17,756 shares; 2025Q2: 17,530 shares; 2025Q3: 17,400 shares; 2025Q4: 16,487 shares; 2026Q1: 14,522 shares 14,522 $1.49M 0.34% -1,965 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5,084 shares; 2025Q1: 5,026 shares; 2025Q2: 5,026 shares; 2025Q3: 4,786 shares; 2025Q4: 4,712 shares; 2026Q1: 4,731 shares 4,731 $1.37M 0.31% +19 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,981 shares; 2024Q4: 29,895 shares; 2025Q1: 29,561 shares; 2025Q2: 27,589 shares; 2025Q3: 26,296 shares; 2025Q4: 25,952 shares; 2026Q1: 25,546 shares 25,546 $1.36M 0.31% -406 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,130 shares; 2024Q4: 12,536 shares; 2025Q1: 12,525 shares; 2025Q2: 12,720 shares; 2025Q3: 12,763 shares; 2025Q4: 12,361 shares; 2026Q1: 12,827 shares 12,827 $1.36M 0.31% +466 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: 18,449 shares; 2024Q4: 18,931 shares; 2025Q1: 18,882 shares; 2025Q2: 17,067 shares; 2025Q3: 17,113 shares; 2025Q4: 17,092 shares; 2026Q1: 17,192 shares 17,192 $1.31M 0.3% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,057 shares; 2025Q3: 4,918 shares; 2025Q4: 3,841 shares; 2026Q1: 3,978 shares 3,978 $1.28M 0.29% +137 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 3,498 shares; 2025Q1: 3,976 shares; 2025Q2: 3,962 shares; 2025Q3: 3,965 shares; 2025Q4: 3,896 shares; 2026Q1: 3,907 shares 3,907 $1.27M 0.29% +11 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,477 shares; 2024Q4: 8,425 shares; 2025Q1: 8,438 shares; 2025Q2: 8,006 shares; 2025Q3: 7,390 shares; 2025Q4: 10,223 shares; 2026Q1: 10,741 shares 10,741 $1.27M 0.29% +518 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,923 shares; 2025Q1: 6,385 shares; 2025Q2: 4,332 shares; 2025Q3: 4,309 shares; 2025Q4: 4,119 shares; 2026Q1: 4,117 shares 4,117 $1.24M 0.28% -2 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3,675 shares; 2025Q1: 3,740 shares; 2025Q2: 8,269 shares; 2025Q3: 8,543 shares; 2025Q4: 9,936 shares; 2026Q1: 16,302 shares 16,302 $1.16M 0.26% +6,366 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: 11,675 shares; 2024Q4: 11,671 shares; 2025Q1: 11,670 shares; 2025Q2: 12,984 shares; 2025Q3: 12,814 shares; 2025Q4: 12,816 shares; 2026Q1: 12,823 shares 12,823 $1.13M 0.26% +7 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: 5,389 shares; 2024Q4: 5,350 shares; 2025Q1: 5,157 shares; 2025Q2: 5,095 shares; 2025Q3: 5,072 shares; 2025Q4: 5,012 shares; 2026Q1: 5,539 shares 5,539 $1.13M 0.25% +527 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: 590 shares; 2024Q4: 820 shares; 2025Q1: 876 shares; 2025Q2: 1,090 shares; 2025Q3: 1,443 shares; 2025Q4: 1,210 shares; 2026Q1: 1,223 shares 1,223 $1.12M 0.25% +13 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: 2,748 shares; 2024Q4: 2,746 shares; 2025Q1: 2,634 shares; 2025Q2: 1,705 shares; 2025Q3: 1,747 shares; 2025Q4: 1,877 shares; 2026Q1: 1,848 shares 1,848 $1.1M 0.25% -29 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: 34,082 shares; 2024Q4: 34,149 shares; 2025Q1: 31,764 shares; 2025Q2: 22,924 shares; 2025Q3: 20,513 shares; 2025Q4: 20,631 shares; 2026Q1: 20,650 shares 20,650 $1.1M 0.25% +19 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: 4,175 shares; 2024Q4: 4,182 shares; 2025Q1: 4,115 shares; 2025Q2: 4,107 shares; 2025Q3: 4,111 shares; 2025Q4: 4,112 shares; 2026Q1: 4,128 shares 4,128 $1.07M 0.24% +16 Timeline PFFD 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: 229,288 shares; 2024Q4: 206,423 shares; 2025Q1: 116,167 shares; 2025Q2: 135,355 shares; 2025Q3: 80,554 shares; 2025Q4: 74,319 shares; 2026Q1: 58,360 shares 58,360 $1.07M 0.24% -15,959 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: 1,633 shares; 2024Q4: 2,206 shares; 2025Q1: 2,220 shares; 2025Q2: 2,209 shares; 2025Q3: 2,208 shares; 2025Q4: 2,213 shares; 2026Q1: 1,887 shares 1,887 $1.06M 0.24% -326 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 23,672 shares; 2025Q1: 23,748 shares; 2025Q2: 23,248 shares; 2025Q3: 23,276 shares; 2025Q4: 23,337 shares; 2026Q1: 23,387 shares 23,387 $1.06M 0.24% +50 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: 4,766 shares; 2024Q4: 4,290 shares; 2025Q1: 4,684 shares; 2025Q2: 4,710 shares; 2025Q3: 4,806 shares; 2025Q4: 4,808 shares; 2026Q1: 4,831 shares 4,831 $1.04M 0.23% +23 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: 6,896 shares; 2024Q4: 6,905 shares; 2025Q1: 6,788 shares; 2025Q2: 6,801 shares; 2025Q3: 5,801 shares; 2025Q4: 4,470 shares; 2026Q1: 4,455 shares 4,455 $969K 0.22% -15 Timeline SPMD 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: 11,614 shares; 2024Q4: 12,624 shares; 2025Q1: 12,728 shares; 2025Q2: 14,109 shares; 2025Q3: 14,540 shares; 2025Q4: 15,120 shares; 2026Q1: 16,052 shares 16,052 $951K 0.21% +932 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,844 shares; 2024Q4: 18,844 shares; 2025Q1: 19,744 shares; 2025Q2: 19,744 shares; 2025Q3: 20,114 shares; 2025Q4: 20,189 shares; 2026Q1: 20,439 shares 20,439 $944K 0.21% +250 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: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,117 shares; 2025Q2: 2,143 shares; 2025Q3: 2,110 shares; 2025Q4: 1,580 shares; 2026Q1: 1,330 shares 1,330 $943K 0.21% -250 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,700 shares; 2024Q4: 18,650 shares; 2025Q1: 26,465 shares; 2025Q2: 22,000 shares; 2025Q3: 22,300 shares; 2025Q4: 18,200 shares; 2026Q1: 18,205 shares 18,205 $922K 0.21% +5 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: 12,424 shares; 2024Q4: 24,394 shares; 2025Q1: 25,194 shares; 2025Q2: 23,009 shares; 2025Q3: 25,092 shares; 2025Q4: 24,944 shares; 2026Q1: 24,599 shares 24,599 $904K 0.2% -345 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: 105,580 shares; 2024Q4: 60,393 shares; 2025Q1: 51,780 shares; 2025Q2: 44,695 shares; 2025Q3: 28,219 shares; 2025Q4: 35,471 shares; 2026Q1: 30,157 shares 30,157 $847K 0.19% -5,314 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: 5,638 shares; 2024Q4: 5,517 shares; 2025Q1: 5,552 shares; 2025Q2: 5,254 shares; 2025Q3: 5,099 shares; 2025Q4: 4,256 shares; 2026Q1: 4,231 shares 4,231 $839K 0.19% -25 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: 7,505 shares; 2024Q4: 7,435 shares; 2025Q1: 7,473 shares; 2025Q2: 7,469 shares; 2025Q3: 7,490 shares; 2025Q4: 6,288 shares; 2026Q1: 6,316 shares 6,316 $828K 0.19% +28 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: 9,906 shares; 2025Q1: 9,911 shares; 2025Q2: 9,779 shares; 2025Q3: 9,436 shares; 2025Q4: 8,268 shares; 2026Q1: 8,491 shares 8,491 $819K 0.18% +223 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: 11,593 shares; 2024Q4: 11,603 shares; 2025Q1: 11,644 shares; 2025Q2: 10,949 shares; 2025Q3: 8,190 shares; 2025Q4: 8,185 shares; 2026Q1: 8,191 shares 8,191 $791K 0.18% +6 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 7,715 shares; 2025Q1: 7,724 shares; 2025Q2: 7,728 shares; 2025Q3: 7,788 shares; 2025Q4: 8,034 shares; 2026Q1: 8,267 shares 8,267 $771K 0.17% +233 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 10,301 shares; 2025Q1: 8,310 shares; 2025Q2: 10,305 shares; 2025Q3: 10,275 shares; 2025Q4: 15,125 shares; 2026Q1: 15,140 shares 15,140 $769K 0.17% +15 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,780 shares; 2024Q4: 7,510 shares; 2025Q1: 5,635 shares; 2025Q2: 6,570 shares; 2025Q3: 6,010 shares; 2025Q4: 6,030 shares; 2026Q1: 5,186 shares 5,186 $759K 0.17% -844 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,965 shares; 2025Q3: 9,965 shares; 2025Q4: 9,965 shares; 2026Q1: 9,965 shares 9,965 $754K 0.17% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 24,425 shares; 2025Q1: 24,476 shares; 2025Q2: 24,212 shares; 2025Q3: 24,138 shares; 2025Q4: 24,139 shares; 2026Q1: 24,301 shares 24,301 $741K 0.17% +162 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,296 shares; 2025Q1: 3,278 shares; 2025Q2: 3,299 shares; 2025Q3: 3,305 shares; 2025Q4: 3,317 shares; 2026Q1: 3,248 shares 3,248 $704K 0.16% -69 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: 4,416 shares; 2024Q4: 4,543 shares; 2025Q1: 4,646 shares; 2025Q2: 4,860 shares; 2025Q3: 4,768 shares; 2025Q4: 5,434 shares; 2026Q1: 5,563 shares 5,563 $691K 0.16% +129 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 1,663 shares; 2025Q1: not reported; 2025Q2: 5,265 shares; 2025Q3: 5,335 shares; 2025Q4: 6,510 shares; 2026Q1: 6,775 shares 6,775 $678K 0.15% +265 Timeline INDA 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: 18,935 shares; 2024Q4: 16,495 shares; 2025Q1: 16,495 shares; 2025Q2: 16,052 shares; 2025Q3: 15,702 shares; 2025Q4: 15,662 shares; 2026Q1: 14,162 shares 14,162 $663K 0.15% -1,500 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: 1,641 shares; 2024Q4: 1,627 shares; 2025Q1: 1,409 shares; 2025Q2: 1,343 shares; 2025Q3: 1,322 shares; 2025Q4: 1,326 shares; 2026Q1: 1,306 shares 1,306 $653K 0.15% -20 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 709 shares; 2025Q1: 713 shares; 2025Q2: 660 shares; 2025Q3: 636 shares; 2025Q4: 637 shares; 2026Q1: 591 shares 591 $645K 0.15% -46 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,122 shares; 2025Q2: 1,038 shares; 2025Q3: 1,003 shares; 2025Q4: 1,040 shares; 2026Q1: 1,035 shares 1,035 $638K 0.14% -5 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,265 shares; 2024Q4: 10,152 shares; 2025Q1: 5,238 shares; 2025Q2: 4,198 shares; 2025Q3: 2,614 shares; 2025Q4: 6,460 shares; 2026Q1: 6,465 shares 6,465 $636K 0.14% +5 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: 2,007 shares; 2024Q4: 2,022 shares; 2025Q1: 2,007 shares; 2025Q2: 2,022 shares; 2025Q3: 2,053 shares; 2025Q4: 2,075 shares; 2026Q1: 2,126 shares 2,126 $610K 0.14% +51 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,455 shares; 2025Q3: 8,838 shares; 2025Q4: 8,966 shares; 2026Q1: 9,043 shares 9,043 $596K 0.13% +77 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,765 shares; 2025Q2: 12,765 shares; 2025Q3: 12,765 shares; 2025Q4: 11,780 shares; 2026Q1: 11,780 shares 11,780 $596K 0.13% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,290 shares 22,290 $587K 0.13% new Timeline BBIN 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: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $570K 0.13% 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: 12,762 shares; 2024Q4: 12,802 shares; 2025Q1: 12,860 shares; 2025Q2: 12,885 shares; 2025Q3: 12,284 shares; 2025Q4: 10,277 shares; 2026Q1: 10,887 shares 10,887 $549K 0.12% +610 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: 801 shares; 2024Q4: 806 shares; 2025Q1: 826 shares; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 817 shares; 2026Q1: 1,670 shares 1,670 $549K 0.12% +853 Timeline EWA 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: 47,665 shares; 2024Q4: 42,415 shares; 2025Q1: 36,714 shares; 2025Q2: 27,784 shares; 2025Q3: 19,759 shares; 2025Q4: 18,509 shares; 2026Q1: 18,444 shares 18,444 $512K 0.12% -65 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,382 shares; 2025Q4: 2,384 shares; 2026Q1: 2,364 shares 2,364 $507K 0.11% -20 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 20,809 shares; 2025Q1: 20,808 shares; 2025Q2: 20,147 shares; 2025Q3: 20,854 shares; 2025Q4: 20,746 shares; 2026Q1: 19,683 shares 19,683 $505K 0.11% -1,063 Timeline MDYG 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: 7,659 shares; 2024Q4: 7,604 shares; 2025Q1: 7,463 shares; 2025Q2: 6,123 shares; 2025Q3: 6,023 shares; 2025Q4: 5,373 shares; 2026Q1: 5,173 shares 5,173 $496K 0.11% -200 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: 2,671 shares; 2024Q4: 2,682 shares; 2025Q1: 2,680 shares; 2025Q2: 2,624 shares; 2025Q3: 2,581 shares; 2025Q4: 2,590 shares; 2026Q1: 2,602 shares 2,602 $493K 0.11% +12 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 1,520 shares; 2025Q1: not reported; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares 2,520 $492K 0.11% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 3,807 shares; 2025Q1: 3,759 shares; 2025Q2: 3,849 shares; 2025Q3: 3,849 shares; 2025Q4: 3,855 shares; 2026Q1: 3,625 shares 3,625 $490K 0.11% -230 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: 3,303 shares; 2024Q4: 3,304 shares; 2025Q1: 3,363 shares; 2025Q2: 3,330 shares; 2025Q3: 2,591 shares; 2025Q4: 2,543 shares; 2026Q1: 2,525 shares 2,525 $490K 0.11% -18 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 5,332 shares; 2025Q1: 5,238 shares; 2025Q2: 5,058 shares; 2025Q3: 5,008 shares; 2025Q4: 3,679 shares; 2026Q1: 3,689 shares 3,689 $483K 0.11% +10 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: not reported; 2024Q4: 2,925 shares; 2025Q1: 4,080 shares; 2025Q2: 4,191 shares; 2025Q3: 4,082 shares; 2025Q4: 4,178 shares; 2026Q1: 4,116 shares 4,116 $467K 0.11% -62 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,464 shares; 2025Q1: 1,481 shares; 2025Q2: 1,458 shares; 2025Q3: 1,453 shares; 2025Q4: 1,458 shares; 2026Q1: 1,461 shares 1,461 $465K 0.1% +3 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: 1,037 shares; 2024Q4: 1,019 shares; 2025Q1: 996 shares; 2025Q2: 1,103 shares; 2025Q3: 943 shares; 2025Q4: 939 shares; 2026Q1: 942 shares 942 $463K 0.1% +3 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: 8,515 shares; 2024Q4: 8,515 shares; 2025Q1: 8,620 shares; 2025Q2: 8,620 shares; 2025Q3: 8,620 shares; 2025Q4: 8,835 shares; 2026Q1: 6,680 shares 6,680 $455K 0.1% -2,155 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: 5,818 shares; 2024Q4: 5,830 shares; 2025Q1: 5,335 shares; 2025Q2: 5,347 shares; 2025Q3: 5,359 shares; 2025Q4: 4,373 shares; 2026Q1: 4,385 shares 4,385 $451K 0.1% +12 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: 9,741 shares; 2024Q4: 6,974 shares; 2025Q1: 5,074 shares; 2025Q2: 5,065 shares; 2025Q3: 5,027 shares; 2025Q4: 5,035 shares; 2026Q1: 4,783 shares 4,783 $446K 0.1% -252 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: 4,999 shares; 2024Q4: 4,820 shares; 2025Q1: 3,838 shares; 2025Q2: 3,349 shares; 2025Q3: 2,448 shares; 2025Q4: 2,316 shares; 2026Q1: 2,800 shares 2,800 $440K 0.1% +484 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 6,353 shares; 2025Q1: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 6,353 shares; 2025Q4: 6,353 shares; 2026Q1: 6,153 shares 6,153 $436K 0.1% -200 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,499 shares; 2025Q1: not reported; 2025Q2: 7,015 shares; 2025Q3: 6,858 shares; 2025Q4: 7,295 shares; 2026Q1: 7,308 shares 7,308 $435K 0.1% +13 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: 8,584 shares; 2024Q4: 8,665 shares; 2025Q1: 8,902 shares; 2025Q2: 9,253 shares; 2025Q3: 9,032 shares; 2025Q4: 9,049 shares; 2026Q1: 8,761 shares 8,761 $427K 0.1% -288 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 1,068 shares; 2025Q3: 1,028 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares 1,016 $424K 0.1% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 12,920 shares; 2025Q1: 12,956 shares; 2025Q2: 12,655 shares; 2025Q3: 12,655 shares; 2025Q4: 12,671 shares; 2026Q1: 12,733 shares 12,733 $420K 0.09% +62 Timeline XLU 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: 4,810 shares; 2024Q4: 4,610 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,505 shares; 2025Q4: 9,010 shares; 2026Q1: 9,010 shares 9,010 $413K 0.09% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,159 shares; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,574 shares; 2025Q4: 1,902 shares; 2026Q1: 2,097 shares 2,097 $402K 0.09% +195 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,583 shares; 2025Q1: 4,289 shares; 2025Q2: 8,598 shares; 2025Q3: 8,614 shares; 2025Q4: 8,645 shares; 2026Q1: 8,660 shares 8,660 $402K 0.09% +15 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 517 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,396 shares; 2026Q1: 1,463 shares 1,463 $396K 0.09% +67 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: 2,568 shares; 2024Q4: 2,567 shares; 2025Q1: 2,568 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares; 2026Q1: 2,576 shares 2,576 $394K 0.09% +3 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: 1,233 shares; 2024Q4: 1,256 shares; 2025Q1: 1,270 shares; 2025Q2: 1,281 shares; 2025Q3: 1,259 shares; 2025Q4: 1,275 shares; 2026Q1: 1,293 shares 1,293 $391K 0.09% +18 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,315 shares; 2025Q1: 2,395 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,990 shares; 2026Q1: 2,785 shares 2,785 $391K 0.09% +795 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: 2,045 shares; 2024Q4: 2,050 shares; 2025Q1: 2,325 shares; 2025Q2: not reported; 2025Q3: 2,213 shares; 2025Q4: 2,188 shares; 2026Q1: 2,938 shares 2,938 $388K 0.09% +750 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: 12,661 shares; 2024Q4: 12,750 shares; 2025Q1: 13,796 shares; 2025Q2: 13,796 shares; 2025Q3: 13,756 shares; 2025Q4: 13,001 shares; 2026Q1: 13,011 shares 13,011 $377K 0.09% +10 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: 5,069 shares; 2024Q4: 5,027 shares; 2025Q1: 4,989 shares; 2025Q2: 4,864 shares; 2025Q3: 4,090 shares; 2025Q4: 3,519 shares; 2026Q1: 3,959 shares 3,959 $365K 0.08% +440 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: 11,801 shares; 2024Q4: 11,146 shares; 2025Q1: 11,204 shares; 2025Q2: 12,323 shares; 2025Q3: 7,551 shares; 2025Q4: 3,954 shares; 2026Q1: 4,011 shares 4,011 $359K 0.08% +57 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares; 2026Q1: 2,004 shares 2,004 $350K 0.08% +999 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 796 shares; 2025Q1: 803 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 799 shares; 2026Q1: 794 shares 794 $346K 0.08% -5 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: 8,006 shares; 2024Q4: 6,239 shares; 2025Q1: 8,549 shares; 2025Q2: 10,436 shares; 2025Q3: 9,223 shares; 2025Q4: 6,672 shares; 2026Q1: 6,504 shares 6,504 $344K 0.08% -168 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: 1,164 shares; 2024Q4: 1,165 shares; 2025Q1: 1,238 shares; 2025Q2: 1,251 shares; 2025Q3: 1,293 shares; 2025Q4: 1,294 shares; 2026Q1: 1,299 shares 1,299 $340K 0.08% +5 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 456 shares; 2025Q1: 457 shares; 2025Q2: 1,479 shares; 2025Q3: 509 shares; 2025Q4: 510 shares; 2026Q1: 488 shares 488 $340K 0.08% -22 Timeline IGLB 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: 67,576 shares; 2024Q4: 47,203 shares; 2025Q1: 1,530 shares; 2025Q2: 666 shares; 2025Q3: 710 shares; 2025Q4: 6,689 shares; 2026Q1: 6,721 shares 6,721 $334K 0.08% +32 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 418 shares; 2025Q3: 399 shares; 2025Q4: 393 shares; 2026Q1: 393 shares 393 $333K 0.08% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 7,271 shares; 2025Q1: 7,542 shares; 2025Q2: 8,342 shares; 2025Q3: 6,542 shares; 2025Q4: 6,317 shares; 2026Q1: 6,318 shares 6,318 $331K 0.07% +1 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: 6,998 shares; 2024Q4: 6,998 shares; 2025Q1: 6,998 shares; 2025Q2: 6,998 shares; 2025Q3: 6,998 shares; 2025Q4: 6,998 shares; 2026Q1: 6,998 shares 6,998 $329K 0.07% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,811 shares; 2024Q4: 6,791 shares; 2025Q1: 6,646 shares; 2025Q2: 6,646 shares; 2025Q3: 6,646 shares; 2025Q4: 6,646 shares; 2026Q1: 6,646 shares 6,646 $322K 0.07% 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: 6,683 shares; 2024Q4: 6,673 shares; 2025Q1: 6,528 shares; 2025Q2: 6,520 shares; 2025Q3: 4,332 shares; 2025Q4: 3,457 shares; 2026Q1: 3,457 shares 3,457 $321K 0.07% 0 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: 1,718 shares; 2024Q4: 1,729 shares; 2025Q1: 1,757 shares; 2025Q2: 1,714 shares; 2025Q3: 1,723 shares; 2025Q4: 1,709 shares; 2026Q1: 1,323 shares 1,323 $321K 0.07% -386 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,230 shares 4,230 $318K 0.07% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 4,520 shares; 2025Q1: 4,280 shares; 2025Q2: 4,052 shares; 2025Q3: 3,241 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares 2,569 $311K 0.07% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 972 shares; 2025Q4: 1,024 shares; 2026Q1: 1,004 shares 1,004 $311K 0.07% -20 Timeline ARMP ARMATA PHARMACEUTICALS INC More: the full row for ARMATA PHARMACEUTICALS 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: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $307K 0.07% 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: 3,973 shares; 2024Q4: 3,318 shares; 2025Q1: 3,348 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares; 2025Q4: 3,193 shares; 2026Q1: 3,178 shares 3,178 $306K 0.07% -15 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: 662 shares; 2024Q4: 1,334 shares; 2025Q1: 1,368 shares; 2025Q2: 1,405 shares; 2025Q3: 1,401 shares; 2025Q4: 1,413 shares; 2026Q1: 1,899 shares 1,899 $304K 0.07% +486 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: 4,825 shares; 2024Q4: 4,827 shares; 2025Q1: 4,874 shares; 2025Q2: 4,882 shares; 2025Q3: 4,855 shares; 2025Q4: 4,864 shares; 2026Q1: 5,222 shares 5,222 $294K 0.07% +358 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: 6,250 shares; 2026Q1: 6,565 shares 6,565 $290K 0.07% +315 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares 2,975 $289K 0.07% 0 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: 9,649 shares; 2024Q4: 5,367 shares; 2025Q1: 594 shares; 2025Q2: 2,410 shares; 2025Q3: 3,047 shares; 2025Q4: 3,029 shares; 2026Q1: 3,183 shares 3,183 $288K 0.07% +154 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 931 shares; 2025Q4: 996 shares; 2026Q1: 1,004 shares 1,004 $285K 0.06% +8 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 871 shares; 2025Q1: 832 shares; 2025Q2: 824 shares; 2025Q3: 771 shares; 2025Q4: 723 shares; 2026Q1: 661 shares 661 $282K 0.06% -62 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: 3,575 shares; 2024Q4: 3,588 shares; 2025Q1: 3,611 shares; 2025Q2: 3,600 shares; 2025Q3: 3,589 shares; 2025Q4: 3,603 shares; 2026Q1: 3,597 shares 3,597 $277K 0.06% -6 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: not reported; 2024Q4: 259 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 278 shares; 2025Q4: 2,810 shares; 2026Q1: 2,850 shares 2,850 $274K 0.06% +40 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,724 shares; 2024Q4: 25,085 shares; 2025Q1: 16,679 shares; 2025Q2: 12,587 shares; 2025Q3: 13,008 shares; 2025Q4: 11,590 shares; 2026Q1: 11,694 shares 11,694 $272K 0.06% +104 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,240 shares; 2025Q4: 1,241 shares; 2026Q1: 1,082 shares 1,082 $267K 0.06% -159 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 7,372 shares; 2025Q1: 7,407 shares; 2025Q2: not reported; 2025Q3: 7,474 shares; 2025Q4: 7,505 shares; 2026Q1: 7,540 shares 7,540 $263K 0.06% +35 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: 815 shares; 2024Q4: 822 shares; 2025Q1: 825 shares; 2025Q2: 903 shares; 2025Q3: 877 shares; 2025Q4: 876 shares; 2026Q1: 868 shares 868 $262K 0.06% -8 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 3,758 shares; 2025Q1: 3,668 shares; 2025Q2: 3,614 shares; 2025Q3: 2,539 shares; 2025Q4: 2,419 shares; 2026Q1: 2,370 shares 2,370 $262K 0.06% -49 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 8,810 shares; 2025Q1: 8,795 shares; 2025Q2: 8,795 shares; 2025Q3: 12,690 shares; 2025Q4: 11,650 shares; 2026Q1: 10,435 shares 10,435 $260K 0.06% -1,215 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,085 shares; 2025Q1: 6,141 shares; 2025Q2: 5,440 shares; 2025Q3: 5,443 shares; 2025Q4: 3,159 shares; 2026Q1: 2,966 shares 2,966 $253K 0.06% -193 Timeline TREX TREX INC More: the full row for TREX 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: 9,290 shares; 2025Q3: 7,295 shares; 2025Q4: not reported; 2026Q1: 6,925 shares 6,925 $252K 0.06% 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: 1,025 shares; 2024Q4: 1,027 shares; 2025Q1: 1,055 shares; 2025Q2: 1,029 shares; 2025Q3: 1,052 shares; 2025Q4: 1,058 shares; 2026Q1: 1,062 shares 1,062 $251K 0.06% +4 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,135 shares; 2024Q4: 7,410 shares; 2025Q1: 8,317 shares; 2025Q2: 9,205 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,700 shares 7,700 $251K 0.06% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB 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: not reported; 2026Q1: 2,540 shares 2,540 $250K 0.06% new 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: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 2,025 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,660 shares 1,660 $243K 0.05% new 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: 459 shares; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: 480 shares; 2025Q3: 478 shares; 2025Q4: 473 shares; 2026Q1: 486 shares 486 $241K 0.05% +13 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: 577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 458 shares 458 $239K 0.05% +2 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,136 shares; 2025Q1: 1,142 shares; 2025Q2: 1,140 shares; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,144 shares 1,144 $239K 0.05% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: not reported; 2025Q1: 1,273 shares; 2025Q2: 1,285 shares; 2025Q3: 688 shares; 2025Q4: 7,893 shares; 2026Q1: 7,870 shares 7,870 $229K 0.05% -23 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: 894 shares; 2024Q4: 736 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 554 shares; 2025Q4: 525 shares; 2026Q1: 523 shares 523 $229K 0.05% -2 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: 4,584 shares; 2024Q4: 4,619 shares; 2025Q1: 4,800 shares; 2025Q2: 4,994 shares; 2025Q3: 5,015 shares; 2025Q4: 4,352 shares; 2026Q1: 4,382 shares 4,382 $228K 0.05% +30 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,787 shares; 2025Q1: 2,792 shares; 2025Q2: 2,796 shares; 2025Q3: 2,800 shares; 2025Q4: 2,805 shares; 2026Q1: 2,384 shares 2,384 $221K 0.05% -421 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248 shares 248 $216K 0.05% new 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: 2,495 shares; 2024Q4: 2,512 shares; 2025Q1: 1,926 shares; 2025Q2: 1,253 shares; 2025Q3: 1,239 shares; 2025Q4: 1,262 shares; 2026Q1: 1,281 shares 1,281 $212K 0.05% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,001 shares; 2025Q4: 1,006 shares; 2026Q1: 1,016 shares 1,016 $211K 0.05% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,195 shares 2,195 $210K 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910 shares 910 $209K 0.05% new 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: 202 shares; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 215 shares 215 $207K 0.05% +5 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 4,806 shares; 2025Q1: 4,806 shares; 2025Q2: 3,609 shares; 2025Q3: 3,568 shares; 2025Q4: 3,574 shares; 2026Q1: 3,400 shares 3,400 $204K 0.05% -174 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: 2,120 shares; 2024Q4: 2,011 shares; 2025Q1: 2,027 shares; 2025Q2: 1,860 shares; 2025Q3: 1,864 shares; 2025Q4: 1,880 shares; 2026Q1: 1,740 shares 1,740 $200K 0.05% -140 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: not reported; 2025Q1: 4,285 shares; 2025Q2: 24,490 shares; 2025Q3: 4,721 shares; 2025Q4: 5,007 shares; 2026Q1: 3,801 shares 3,801 $117K 0.03% -1,206 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: 1,366 shares; 2024Q4: not reported; 2025Q1: 1,391 shares; 2025Q2: 1,705 shares; 2025Q3: 1,538 shares; 2025Q4: 1,560 shares; 2026Q1: 1,557 shares 1,557 $109K 0.02% -3 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: not reported; 2025Q1: 1,038 shares; 2025Q2: 2,054 shares; 2025Q3: 1,046 shares; 2025Q4: 1,051 shares; 2026Q1: 1,029 shares 1,029 $97.4K 0.02% -22 Timeline KYTX KYVERNA THERAPEUTICS INC More: the full row for KYVERNA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $86.3K 0.02% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 821 shares; 2026Q1: 1,100 shares 1,100 $84.9K 0.02% +279 Timeline GXC 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: 914 shares; 2024Q4: not reported; 2025Q1: 936 shares; 2025Q2: 948 shares; 2025Q3: 783 shares; 2025Q4: 784 shares; 2026Q1: 715 shares 715 $66.6K 0.02% -69 Timeline CABA CABALETTA BIO INC More: the full row for CABALETTA BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $53.8K 0.01% new Timeline SPYD 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: 461 shares; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 788 shares; 2025Q3: 821 shares; 2025Q4: 881 shares; 2026Q1: 918 shares 918 $41.8K 0.01% +37 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: not reported; 2025Q1: 1,965 shares; 2025Q2: 12,104 shares; 2025Q3: 1,846 shares; 2025Q4: 1,968 shares; 2026Q1: 1,820 shares 1,820 $39.1K 0.01% -148 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: not reported; 2025Q1: 682 shares; 2025Q2: 1,336 shares; 2025Q3: 1,382 shares; 2025Q4: 1,452 shares; 2026Q1: 1,511 shares 1,511 $36.7K 0.01% +59 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: not reported; 2025Q1: 611 shares; 2025Q2: 655 shares; 2025Q3: 642 shares; 2025Q4: 656 shares; 2026Q1: 510 shares 510 $15.8K <0.01% -146 Timeline GNR 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: 91 shares; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 125 shares; 2025Q3: 171 shares; 2025Q4: 183 shares; 2026Q1: 190 shares 190 $14.2K <0.01% +7 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: not reported; 2025Q1: 199 shares; 2025Q2: 204 shares; 2025Q3: 217 shares; 2025Q4: 232 shares; 2026Q1: 248 shares 248 $11.6K <0.01% +16 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: 446 shares; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 2,448 shares; 2025Q3: 380 shares; 2025Q4: 393 shares; 2026Q1: 198 shares 198 $10.7K <0.01% -195 Timeline IFLN 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: 20 shares; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 41 shares; 2025Q3: 118 shares; 2025Q4: 137 shares; 2026Q1: 156 shares 156 $2.8K <0.01% +19 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $893 <0.01% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 20 shares 20 $706 <0.01% +1 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares 11 $277 <0.01% new Timeline MLPX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $238 <0.01% new Timeline CWI 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: 17,519 shares; 2024Q4: 17,563 shares; 2025Q1: 18,086 shares; 2025Q2: 13,301 shares; 2025Q3: 870 shares; 2025Q4: 884 shares; 2026Q1: 0 shares 0 $0 0% -884 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline