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; 2024Q3: restricted; 2024Q4: 166,593 shares; 2025Q1: 163,208 shares; 2025Q2: 120,345 shares; 2025Q3: 119,640 shares; 2025Q4: 121,504 shares; 2026Q1: 124,191 shares; 2026Q2: 138,497 shares 138,497 $95.1M 9.43% +14,306 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175,985 shares; 2025Q1: 172,604 shares; 2025Q2: 164,251 shares; 2025Q3: 163,697 shares; 2025Q4: 164,484 shares; 2026Q1: 161,553 shares; 2026Q2: 165,787 shares 165,787 $48M 4.76% +4,234 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 754,124 shares; 2025Q1: 759,661 shares; 2025Q2: 780,507 shares; 2025Q3: 616,116 shares; 2025Q4: 696,313 shares; 2026Q1: 602,577 shares; 2026Q2: 606,822 shares 606,822 $46.8M 4.64% +4,245 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 277,222 shares; 2025Q1: 310,812 shares; 2025Q2: 278,355 shares; 2025Q3: 279,009 shares; 2025Q4: 276,753 shares; 2026Q1: 276,664 shares; 2026Q2: 282,798 shares 282,798 $41.9M 4.16% +6,134 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 189,724 shares; 2025Q1: 199,105 shares; 2025Q2: 309,195 shares; 2025Q3: 316,173 shares; 2025Q4: 323,499 shares; 2026Q1: 333,756 shares; 2026Q2: 376,422 shares 376,422 $36.4M 3.61% +42,666 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 320 shares; 2026Q1: 308,180 shares; 2026Q2: 586,889 shares 586,889 $34.2M 3.39% +278,709 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,186 shares; 2025Q1: 38,743 shares; 2025Q2: 39,767 shares; 2025Q3: 44,318 shares; 2025Q4: 45,799 shares; 2026Q1: 44,565 shares; 2026Q2: 44,070 shares 44,070 $33M 3.27% -495 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 272,569 shares; 2025Q1: 326,897 shares; 2025Q2: 352,897 shares; 2025Q3: 362,606 shares; 2025Q4: 359,297 shares; 2026Q1: 371,688 shares; 2026Q2: 392,048 shares 392,048 $32.5M 3.22% +20,360 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,893 shares; 2025Q1: 94,034 shares; 2025Q2: 95,960 shares; 2025Q3: 108,098 shares; 2025Q4: 114,762 shares; 2026Q1: 112,103 shares; 2026Q2: 114,233 shares 114,233 $22.9M 2.27% +2,130 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; 2024Q3: restricted; 2024Q4: 19,443 shares; 2025Q1: 22,763 shares; 2025Q2: 22,512 shares; 2025Q3: 22,331 shares; 2025Q4: 22,301 shares; 2026Q1: 21,751 shares; 2026Q2: 22,763 shares 22,763 $17M 1.69% +1,012 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,496 shares; 2025Q1: 26,749 shares; 2025Q2: 28,431 shares; 2025Q3: 31,318 shares; 2025Q4: 33,748 shares; 2026Q1: 33,458 shares; 2026Q2: 135,074 shares 135,074 $16.8M 1.66% +101,616 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,306 shares; 2025Q1: 33,667 shares; 2025Q2: 34,372 shares; 2025Q3: 32,968 shares; 2025Q4: 40,482 shares; 2026Q1: 42,814 shares; 2026Q2: 44,267 shares 44,267 $15.8M 1.57% +1,453 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 278,777 shares; 2025Q1: 283,114 shares; 2025Q2: 287,596 shares; 2025Q3: 274,556 shares; 2025Q4: 284,776 shares; 2026Q1: 289,606 shares; 2026Q2: 290,478 shares 290,478 $14.7M 1.46% +872 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; 2024Q3: restricted; 2024Q4: 72,069 shares; 2025Q1: 76,151 shares; 2025Q2: 68,209 shares; 2025Q3: 63,076 shares; 2025Q4: 61,344 shares; 2026Q1: 58,036 shares; 2026Q2: 61,018 shares 61,018 $14.5M 1.44% +2,982 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; 2024Q3: restricted; 2024Q4: 137,607 shares; 2025Q1: 147,057 shares; 2025Q2: 151,273 shares; 2025Q3: 155,637 shares; 2025Q4: 160,271 shares; 2026Q1: 169,347 shares; 2026Q2: 177,534 shares 177,534 $14M 1.39% +8,187 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,388 shares; 2025Q1: 38,214 shares; 2025Q2: 37,617 shares; 2025Q3: 36,333 shares; 2025Q4: 35,530 shares; 2026Q1: 34,834 shares; 2026Q2: 37,203 shares 37,203 $13.9M 1.38% +2,369 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; 2024Q3: restricted; 2024Q4: 119,181 shares; 2025Q1: 156,265 shares; 2025Q2: 173,150 shares; 2025Q3: 179,646 shares; 2025Q4: 185,641 shares; 2026Q1: 193,659 shares; 2026Q2: 227,564 shares 227,564 $13.6M 1.35% +33,905 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; 2024Q3: restricted; 2024Q4: 54,115 shares; 2025Q1: 68,994 shares; 2025Q2: 152,214 shares; 2025Q3: 158,479 shares; 2025Q4: 163,127 shares; 2026Q1: 170,028 shares; 2026Q2: 181,706 shares 181,706 $12.9M 1.28% +11,678 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; 2024Q3: restricted; 2024Q4: 68,286 shares; 2025Q1: 67,219 shares; 2025Q2: 52,277 shares; 2025Q3: 55,192 shares; 2025Q4: 55,804 shares; 2026Q1: 56,676 shares; 2026Q2: 59,101 shares 59,101 $12.9M 1.28% +2,425 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 211,675 shares; 2025Q1: 220,403 shares; 2025Q2: 223,846 shares; 2025Q3: 268,503 shares; 2025Q4: 313,438 shares; 2026Q1: 331,294 shares; 2026Q2: 341,672 shares 341,672 $12.6M 1.25% +10,378 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106,953 shares; 2025Q1: 109,518 shares; 2025Q2: 107,507 shares; 2025Q3: 109,263 shares; 2025Q4: 113,700 shares; 2026Q1: 115,406 shares; 2026Q2: 116,994 shares 116,994 $12.5M 1.24% +1,588 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; 2024Q3: restricted; 2024Q4: 13,291 shares; 2025Q1: 13,071 shares; 2025Q2: 133,052 shares; 2025Q3: 142,068 shares; 2025Q4: 145,203 shares; 2026Q1: 146,468 shares; 2026Q2: 156,618 shares 156,618 $11.8M 1.17% +10,150 Timeline LMBS 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; 2024Q3: restricted; 2024Q4: 142,358 shares; 2025Q1: 153,095 shares; 2025Q2: 156,777 shares; 2025Q3: 188,014 shares; 2025Q4: 196,710 shares; 2026Q1: 208,437 shares; 2026Q2: 219,414 shares 219,414 $10.9M 1.08% +10,977 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,397 shares; 2025Q1: 38,516 shares; 2025Q2: 36,254 shares; 2025Q3: 31,955 shares; 2025Q4: 28,290 shares; 2026Q1: 26,996 shares; 2026Q2: 30,582 shares 30,582 $10.8M 1.07% +3,586 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,670 shares; 2025Q1: 86,770 shares; 2025Q2: 93,753 shares; 2025Q3: 95,602 shares; 2025Q4: 99,878 shares; 2026Q1: 101,183 shares; 2026Q2: 103,773 shares 103,773 $10.8M 1.07% +2,590 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,286 shares; 2025Q1: 66,089 shares; 2025Q2: 66,089 shares; 2025Q3: 65,906 shares; 2025Q4: 65,862 shares; 2026Q1: 65,565 shares; 2026Q2: 65,477 shares 65,477 $10.8M 1.07% -88 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; 2024Q3: restricted; 2024Q4: 28,401 shares; 2025Q1: 31,209 shares; 2025Q2: 31,252 shares; 2025Q3: 29,651 shares; 2025Q4: 29,649 shares; 2026Q1: 30,384 shares; 2026Q2: 30,891 shares 30,891 $10.1M 1% +507 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; 2024Q3: restricted; 2024Q4: 32,165 shares; 2025Q1: 35,504 shares; 2025Q2: 36,107 shares; 2025Q3: 24,646 shares; 2025Q4: 30,141 shares; 2026Q1: 24,509 shares; 2026Q2: 122,447 shares 122,447 $9.87M 0.98% +97,938 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; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 22,634 shares; 2025Q3: 23,854 shares; 2025Q4: 24,625 shares; 2026Q1: 23,930 shares; 2026Q2: 26,171 shares 26,171 $9.64M 0.96% +2,241 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; 2024Q3: restricted; 2024Q4: 8,048 shares; 2025Q1: 9,947 shares; 2025Q2: 9,808 shares; 2025Q3: 9,482 shares; 2025Q4: 7,908 shares; 2026Q1: 7,619 shares; 2026Q2: 7,571 shares 7,571 $9.08M 0.9% -48 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; 2024Q3: restricted; 2024Q4: 12,879 shares; 2025Q1: 12,733 shares; 2025Q2: 12,325 shares; 2025Q3: 12,447 shares; 2025Q4: 12,427 shares; 2026Q1: 12,190 shares; 2026Q2: 12,709 shares 12,709 $8.94M 0.89% +519 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,882 shares; 2025Q1: 8,443 shares; 2025Q2: 7,554 shares; 2025Q3: 7,580 shares; 2025Q4: 7,589 shares; 2026Q1: 7,481 shares; 2026Q2: 7,643 shares 7,643 $8.82M 0.88% +162 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74,843 shares; 2025Q1: 82,450 shares; 2025Q2: 89,073 shares; 2025Q3: 98,705 shares; 2025Q4: 106,318 shares; 2026Q1: 111,416 shares; 2026Q2: 121,544 shares 121,544 $8.31M 0.82% +10,128 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 89,621 shares; 2025Q1: 93,477 shares; 2025Q2: 93,693 shares; 2025Q3: 89,873 shares; 2025Q4: 99,668 shares; 2026Q1: 106,278 shares; 2026Q2: 111,521 shares 111,521 $8.19M 0.81% +5,243 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; 2024Q3: restricted; 2024Q4: 62,387 shares; 2025Q1: 64,434 shares; 2025Q2: 64,159 shares; 2025Q3: 60,918 shares; 2025Q4: 61,214 shares; 2026Q1: 61,037 shares; 2026Q2: 59,044 shares 59,044 $8.07M 0.8% -1,993 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; 2024Q3: restricted; 2024Q4: 31,529 shares; 2025Q1: 31,402 shares; 2025Q2: 54,964 shares; 2025Q3: 65,375 shares; 2025Q4: 69,784 shares; 2026Q1: 77,182 shares; 2026Q2: 78,354 shares 78,354 $7.56M 0.75% +1,172 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; 2024Q3: restricted; 2024Q4: 21,264 shares; 2025Q1: 28,723 shares; 2025Q2: 23,254 shares; 2025Q3: 23,328 shares; 2025Q4: 23,406 shares; 2026Q1: 23,665 shares; 2026Q2: 24,750 shares 24,750 $7.5M 0.74% +1,085 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; 2024Q3: restricted; 2024Q4: 2,857 shares; 2025Q1: 6,937 shares; 2025Q2: 6,948 shares; 2025Q3: 6,942 shares; 2025Q4: 6,811 shares; 2026Q1: 6,905 shares; 2026Q2: 7,406 shares 7,406 $6.93M 0.69% +501 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,712 shares; 2025Q1: 28,271 shares; 2025Q2: 7,272 shares; 2025Q3: 102,105 shares; 2025Q4: 115,872 shares; 2026Q1: 247,145 shares; 2026Q2: 129,408 shares 129,408 $6.87M 0.68% -117,737 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,138 shares; 2025Q1: 54,898 shares; 2025Q2: 56,217 shares; 2025Q3: 57,011 shares; 2025Q4: 60,976 shares; 2026Q1: 63,453 shares; 2026Q2: 64,508 shares 64,508 $6.39M 0.63% +1,055 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; 2024Q3: restricted; 2024Q4: 5,357 shares; 2025Q1: 6,214 shares; 2025Q2: 6,296 shares; 2025Q3: 6,374 shares; 2025Q4: 9,689 shares; 2026Q1: 10,948 shares; 2026Q2: 11,111 shares 11,111 $6.26M 0.62% +163 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,579 shares; 2025Q1: 11,626 shares; 2025Q2: 11,764 shares; 2025Q3: 21,060 shares; 2025Q4: 16,541 shares; 2026Q1: 15,155 shares; 2026Q2: 15,320 shares 15,320 $5.79M 0.57% +165 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,415 shares; 2025Q1: 18,841 shares; 2025Q2: 18,388 shares; 2025Q3: 15,605 shares; 2025Q4: 16,065 shares; 2026Q1: 16,492 shares; 2026Q2: 16,173 shares 16,173 $5.55M 0.55% -319 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,465 shares; 2025Q1: 18,202 shares; 2025Q2: 4,203 shares; 2025Q3: 64,889 shares; 2025Q4: 36,335 shares; 2026Q1: 76,790 shares; 2026Q2: 36,816 shares 36,816 $5.53M 0.55% -39,974 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; 2024Q3: restricted; 2024Q4: 7,388 shares; 2025Q1: 7,343 shares; 2025Q2: 7,303 shares; 2025Q3: 8,388 shares; 2025Q4: 8,497 shares; 2026Q1: 8,664 shares; 2026Q2: 6,665 shares 6,665 $4.82M 0.48% -1,999 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,959 shares; 2025Q1: 3,133 shares; 2025Q2: 3,251 shares; 2025Q3: 3,769 shares; 2025Q4: 9,134 shares; 2026Q1: 11,445 shares; 2026Q2: 11,297 shares 11,297 $4.75M 0.47% -148 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; 2024Q3: restricted; 2024Q4: 81,055 shares; 2025Q1: 84,571 shares; 2025Q2: 76,931 shares; 2025Q3: 76,903 shares; 2025Q4: 76,435 shares; 2026Q1: 76,541 shares; 2026Q2: 77,031 shares 77,031 $4.39M 0.44% +490 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,868 shares; 2025Q1: 28,050 shares; 2025Q2: 34,429 shares; 2025Q3: 46,890 shares; 2025Q4: 52,057 shares; 2026Q1: 55,028 shares; 2026Q2: 48,488 shares 48,488 $4.33M 0.43% -6,540 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 384,900 shares; 2025Q1: 283,843 shares; 2025Q2: 283,843 shares; 2025Q3: 283,843 shares; 2025Q4: 283,843 shares; 2026Q1: 236,740 shares; 2026Q2: 236,740 shares 236,740 $3.95M 0.39% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,189 shares; 2025Q1: 6,693 shares; 2025Q2: 6,059 shares; 2025Q3: 6,059 shares; 2025Q4: 6,023 shares; 2026Q1: 6,004 shares; 2026Q2: 6,757 shares 6,757 $3.93M 0.39% +753 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,581 shares; 2025Q1: 10,769 shares; 2025Q2: 10,775 shares; 2025Q3: 10,753 shares; 2025Q4: 10,767 shares; 2026Q1: 10,643 shares; 2026Q2: 10,594 shares 10,594 $3.92M 0.39% -49 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,098 shares; 2025Q1: 15,993 shares; 2025Q2: 15,741 shares; 2025Q3: 16,196 shares; 2025Q4: 16,421 shares; 2026Q1: 15,968 shares; 2026Q2: 15,989 shares 15,989 $3.88M 0.38% +21 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,141 shares; 2025Q1: 15,037 shares; 2025Q2: 14,960 shares; 2025Q3: 14,838 shares; 2025Q4: 14,909 shares; 2026Q1: 15,424 shares; 2026Q2: 15,353 shares 15,353 $3.86M 0.38% -71 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,636 shares; 2025Q1: 19,442 shares; 2025Q2: 13,554 shares; 2025Q3: 13,524 shares; 2025Q4: 13,451 shares; 2026Q1: 13,671 shares; 2026Q2: 15,184 shares 15,184 $3.86M 0.38% +1,513 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,727 shares; 2025Q1: 88,458 shares; 2025Q2: 123,937 shares; 2025Q3: 133,911 shares; 2025Q4: 140,802 shares; 2026Q1: 41,013 shares; 2026Q2: 39,987 shares 39,987 $3.86M 0.38% -1,026 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 19,000 shares 19,000 $3.53M 0.35% -1,000 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; 2024Q3: restricted; 2024Q4: 8,302 shares; 2025Q1: 9,287 shares; 2025Q2: 9,310 shares; 2025Q3: 9,077 shares; 2025Q4: 8,835 shares; 2026Q1: 9,345 shares; 2026Q2: 9,515 shares 9,515 $3.36M 0.33% +170 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,424 shares; 2025Q1: 40,114 shares; 2025Q2: 38,689 shares; 2025Q3: 33,757 shares; 2025Q4: 28,441 shares; 2026Q1: 30,144 shares; 2026Q2: 29,558 shares 29,558 $3.18M 0.32% -586 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,390 shares; 2025Q1: 10,464 shares; 2025Q2: 10,317 shares; 2025Q3: 9,771 shares; 2025Q4: 7,363 shares; 2026Q1: 6,677 shares; 2026Q2: 6,186 shares 6,186 $3.18M 0.32% -491 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,665 shares; 2025Q1: 22,391 shares; 2025Q2: 20,338 shares; 2025Q3: 22,216 shares; 2025Q4: 21,663 shares; 2026Q1: 19,702 shares; 2026Q2: 18,994 shares 18,994 $3.15M 0.31% -708 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,318 shares; 2025Q1: 34,418 shares; 2025Q2: 33,725 shares; 2025Q3: 28,411 shares; 2025Q4: 27,232 shares; 2026Q1: 22,054 shares; 2026Q2: 20,158 shares 20,158 $2.95M 0.29% -1,896 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; 2024Q3: restricted; 2024Q4: 3,511 shares; 2025Q1: 4,804 shares; 2025Q2: 4,783 shares; 2025Q3: 4,780 shares; 2025Q4: 4,825 shares; 2026Q1: 5,129 shares; 2026Q2: 5,878 shares 5,878 $2.94M 0.29% +749 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,847 shares; 2025Q1: 8,332 shares; 2025Q2: 7,749 shares; 2025Q3: 8,045 shares; 2025Q4: 9,135 shares; 2026Q1: 8,948 shares; 2026Q2: 9,784 shares 9,784 $2.94M 0.29% +836 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,709 shares; 2025Q1: 20,615 shares; 2025Q2: 20,575 shares; 2025Q3: 20,615 shares; 2025Q4: 21,287 shares; 2026Q1: 21,819 shares; 2026Q2: 23,775 shares 23,775 $2.69M 0.27% +1,956 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,179 shares; 2025Q1: 18,850 shares; 2025Q2: 19,835 shares; 2025Q3: 12,513 shares; 2025Q4: 16,272 shares; 2026Q1: 12,675 shares; 2026Q2: 13,216 shares 13,216 $2.61M 0.26% +541 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,600 shares; 2025Q1: 25,600 shares; 2025Q2: 25,600 shares; 2025Q3: 27,909 shares; 2025Q4: 29,219 shares; 2026Q1: 27,910 shares; 2026Q2: 23,310 shares 23,310 $2.57M 0.26% -4,600 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; 2024Q3: restricted; 2024Q4: 15,024 shares; 2025Q1: 15,514 shares; 2025Q2: 14,599 shares; 2025Q3: 14,510 shares; 2025Q4: 14,775 shares; 2026Q1: 14,824 shares; 2026Q2: 21,873 shares 21,873 $2.57M 0.25% +7,049 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; 2024Q3: restricted; 2024Q4: 7,429 shares; 2025Q1: 8,479 shares; 2025Q2: 8,521 shares; 2025Q3: 8,483 shares; 2025Q4: 9,041 shares; 2026Q1: 8,932 shares; 2026Q2: 9,117 shares 9,117 $2.56M 0.25% +185 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; 2024Q3: restricted; 2024Q4: 5,493 shares; 2025Q1: 6,146 shares; 2025Q2: 6,237 shares; 2025Q3: 6,086 shares; 2025Q4: 6,079 shares; 2026Q1: 6,972 shares; 2026Q2: 7,160 shares 7,160 $2.42M 0.24% +188 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; 2024Q3: restricted; 2024Q4: 15,228 shares; 2025Q1: 16,876 shares; 2025Q2: 16,528 shares; 2025Q3: 16,458 shares; 2025Q4: 16,398 shares; 2026Q1: 16,336 shares; 2026Q2: 16,382 shares 16,382 $2.4M 0.24% +46 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,522 shares; 2025Q1: 33,245 shares; 2025Q2: 32,123 shares; 2025Q3: 25,500 shares; 2025Q4: 21,150 shares; 2026Q1: 21,398 shares; 2026Q2: 20,730 shares 20,730 $2.37M 0.23% -668 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; 2024Q3: restricted; 2024Q4: 17,419 shares; 2025Q1: 18,558 shares; 2025Q2: 18,591 shares; 2025Q3: 18,591 shares; 2025Q4: 24,374 shares; 2026Q1: 26,351 shares; 2026Q2: 24,304 shares 24,304 $2.34M 0.23% -2,047 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,416 shares; 2025Q1: 11,560 shares; 2025Q2: 8,707 shares; 2025Q3: 8,767 shares; 2025Q4: 8,702 shares; 2026Q1: 8,845 shares; 2026Q2: 9,174 shares 9,174 $2.23M 0.22% +329 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,500 shares; 2025Q1: 47,500 shares; 2025Q2: 47,500 shares; 2025Q3: 47,500 shares; 2025Q4: 47,500 shares; 2026Q1: 47,500 shares; 2026Q2: 47,500 shares 47,500 $2.23M 0.22% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 1,149 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 7,064 shares; 2026Q1: 8,990 shares; 2026Q2: 10,272 shares 10,272 $2.22M 0.22% +1,282 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 601 shares; 2025Q1: 695 shares; 2025Q2: 710 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 716 shares; 2026Q2: 7,160 shares 7,160 $2.16M 0.21% +6,444 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,215 shares; 2025Q1: 2,582 shares; 2025Q2: 2,520 shares; 2025Q3: 1,724 shares; 2025Q4: 25,512 shares; 2026Q1: 29,908 shares; 2026Q2: 30,063 shares 30,063 $2.15M 0.21% +155 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; 2024Q3: restricted; 2024Q4: 15,288 shares; 2025Q1: 17,097 shares; 2025Q2: 15,595 shares; 2025Q3: 14,999 shares; 2025Q4: 14,863 shares; 2026Q1: 14,808 shares; 2026Q2: 15,556 shares 15,556 $2M 0.2% +748 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; 2024Q3: restricted; 2024Q4: 4,235 shares; 2025Q1: 4,345 shares; 2025Q2: 4,419 shares; 2025Q3: 4,419 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares; 2026Q2: 4,671 shares 4,671 $1.99M 0.2% +299 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; 2024Q3: restricted; 2024Q4: 9,222 shares; 2025Q1: 8,777 shares; 2025Q2: 7,503 shares; 2025Q3: 7,104 shares; 2025Q4: 8,160 shares; 2026Q1: 8,428 shares; 2026Q2: 6,668 shares 6,668 $1.99M 0.2% -1,760 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; 2024Q3: restricted; 2024Q4: 9,401 shares; 2025Q1: 9,401 shares; 2025Q2: 9,473 shares; 2025Q3: 9,398 shares; 2025Q4: 9,263 shares; 2026Q1: 9,238 shares; 2026Q2: 9,169 shares 9,169 $1.95M 0.19% -69 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,372 shares; 2025Q2: 2,942 shares; 2025Q3: 2,992 shares; 2025Q4: 2,992 shares; 2026Q1: 3,930 shares; 2026Q2: 4,442 shares 4,442 $1.92M 0.19% +512 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; 2024Q3: restricted; 2024Q4: 3,951 shares; 2025Q1: 3,921 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,799 shares; 2026Q1: 3,790 shares; 2026Q2: 3,790 shares 3,790 $1.86M 0.18% 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; 2024Q3: restricted; 2024Q4: 17,983 shares; 2025Q1: 19,868 shares; 2025Q2: 18,838 shares; 2025Q3: 18,522 shares; 2025Q4: 18,276 shares; 2026Q1: 17,858 shares; 2026Q2: 20,096 shares 20,096 $1.76M 0.17% +2,238 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,386 shares; 2025Q1: 1,786 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,776 shares; 2026Q1: 1,708 shares; 2026Q2: 1,654 shares 1,654 $1.76M 0.17% -54 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,527 shares; 2025Q1: 8,535 shares; 2025Q2: 8,340 shares; 2025Q3: 8,090 shares; 2025Q4: 11,205 shares; 2026Q1: 12,401 shares; 2026Q2: 12,835 shares 12,835 $1.74M 0.17% +434 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; 2024Q3: restricted; 2024Q4: 6,090 shares; 2025Q1: 6,212 shares; 2025Q2: 3,437 shares; 2025Q3: 3,285 shares; 2025Q4: 3,723 shares; 2026Q1: 3,617 shares; 2026Q2: 3,971 shares 3,971 $1.65M 0.16% +354 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; 2024Q3: restricted; 2024Q4: 8,339 shares; 2025Q1: 8,767 shares; 2025Q2: 8,963 shares; 2025Q3: 8,978 shares; 2025Q4: 8,908 shares; 2026Q1: 8,908 shares; 2026Q2: 8,851 shares 8,851 $1.6M 0.16% -57 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,123 shares; 2025Q1: 10,687 shares; 2025Q2: 11,813 shares; 2025Q3: 10,966 shares; 2025Q4: 9,688 shares; 2026Q1: 7,449 shares; 2026Q2: 8,382 shares 8,382 $1.59M 0.16% +933 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,601 shares; 2025Q1: 1,759 shares; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 2,329 shares; 2026Q1: 2,517 shares; 2026Q2: 2,478 shares 2,478 $1.57M 0.16% -39 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,386 shares; 2025Q1: 7,418 shares; 2025Q2: 7,577 shares; 2025Q3: 7,577 shares; 2025Q4: 7,413 shares; 2026Q1: 7,415 shares; 2026Q2: 7,416 shares 7,416 $1.55M 0.15% +1 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,626 shares; 2025Q1: 41,021 shares; 2025Q2: 40,218 shares; 2025Q3: 33,477 shares; 2025Q4: 26,799 shares; 2026Q1: 20,495 shares; 2026Q2: 16,058 shares 16,058 $1.46M 0.14% -4,437 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; 2024Q3: restricted; 2024Q4: 3,264 shares; 2025Q1: 2,847 shares; 2025Q2: 2,855 shares; 2025Q3: 2,654 shares; 2025Q4: 12,929 shares; 2026Q1: 15,781 shares; 2026Q2: 14,968 shares 14,968 $1.44M 0.14% -813 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; 2024Q3: restricted; 2024Q4: 3,374 shares; 2025Q1: 3,510 shares; 2025Q2: 3,318 shares; 2025Q3: 3,199 shares; 2025Q4: 3,194 shares; 2026Q1: 2,952 shares; 2026Q2: 2,945 shares 2,945 $1.41M 0.14% -7 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; 2024Q3: restricted; 2024Q4: 4,515 shares; 2025Q1: 4,041 shares; 2025Q2: 4,968 shares; 2025Q3: 4,534 shares; 2025Q4: 4,574 shares; 2026Q1: 4,911 shares; 2026Q2: 5,059 shares 5,059 $1.38M 0.14% +148 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,054 shares; 2025Q1: 20,774 shares; 2025Q2: 13,762 shares; 2025Q3: 13,762 shares; 2025Q4: 13,630 shares; 2026Q1: 13,563 shares; 2026Q2: 13,194 shares 13,194 $1.37M 0.14% -369 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,346 shares; 2025Q1: 3,686 shares; 2025Q2: 3,502 shares; 2025Q3: 3,537 shares; 2025Q4: 3,631 shares; 2026Q1: 3,501 shares; 2026Q2: 3,569 shares 3,569 $1.33M 0.13% +68 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; 2024Q3: restricted; 2024Q4: 11,449 shares; 2025Q1: 17,092 shares; 2025Q2: 17,433 shares; 2025Q3: 18,058 shares; 2025Q4: 14,983 shares; 2026Q1: 14,550 shares; 2026Q2: 16,306 shares 16,306 $1.33M 0.13% +1,756 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,550 shares; 2025Q1: 18,910 shares; 2025Q2: 19,529 shares; 2025Q3: 18,078 shares; 2025Q4: 18,588 shares; 2026Q1: 18,902 shares; 2026Q2: 22,434 shares 22,434 $1.29M 0.13% +3,532 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,814 shares; 2025Q1: 16,317 shares; 2025Q2: 21,342 shares; 2025Q3: 15,731 shares; 2025Q4: 14,003 shares; 2026Q1: 15,250 shares; 2026Q2: 13,635 shares 13,635 $1.28M 0.13% -1,615 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,006 shares; 2025Q1: 14,139 shares; 2025Q2: 13,582 shares; 2025Q3: 20,183 shares; 2025Q4: 15,001 shares; 2026Q1: 15,909 shares; 2026Q2: 17,383 shares 17,383 $1.25M 0.12% +1,474 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; 2024Q3: restricted; 2024Q4: 473 shares; 2025Q1: 480 shares; 2025Q2: 465 shares; 2025Q3: 439 shares; 2025Q4: 2,084 shares; 2026Q1: 2,647 shares; 2026Q2: 2,525 shares 2,525 $1.25M 0.12% -122 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 810 shares; 2025Q2: 1,107 shares; 2025Q3: 959 shares; 2025Q4: 1,653 shares; 2026Q1: 2,015 shares; 2026Q2: 2,004 shares 2,004 $1.25M 0.12% -11 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,590 shares; 2025Q1: 15,365 shares; 2025Q2: 24,983 shares; 2025Q3: 21,874 shares; 2025Q4: 14,367 shares; 2026Q1: 14,206 shares; 2026Q2: 12,212 shares 12,212 $1.25M 0.12% -1,994 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,798 shares; 2025Q1: 16,896 shares; 2025Q2: 16,953 shares; 2025Q3: 16,953 shares; 2025Q4: 16,799 shares; 2026Q1: 16,806 shares; 2026Q2: 16,799 shares 16,799 $1.21M 0.12% -7 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,575 shares; 2025Q1: 2,612 shares; 2025Q2: 3,163 shares; 2025Q3: 3,226 shares; 2025Q4: 2,823 shares; 2026Q1: 3,594 shares; 2026Q2: 3,068 shares 3,068 $1.19M 0.12% -526 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; 2024Q3: restricted; 2024Q4: 9,537 shares; 2025Q1: 9,600 shares; 2025Q2: 7,927 shares; 2025Q3: 7,644 shares; 2025Q4: 7,907 shares; 2026Q1: 7,782 shares; 2026Q2: 7,795 shares 7,795 $1.18M 0.12% +13 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,773 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,746 shares; 2026Q1: 2,750 shares; 2026Q2: 3,253 shares 3,253 $1.18M 0.12% +503 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; 2024Q3: restricted; 2024Q4: 3,931 shares; 2025Q1: 4,315 shares; 2025Q2: 4,444 shares; 2025Q3: 4,761 shares; 2025Q4: 4,613 shares; 2026Q1: 4,743 shares; 2026Q2: 4,721 shares 4,721 $1.16M 0.12% -22 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,636 shares; 2025Q1: 4,763 shares; 2025Q2: 3,686 shares; 2025Q3: 3,487 shares; 2025Q4: 4,260 shares; 2026Q1: 4,054 shares; 2026Q2: 4,999 shares 4,999 $1.1M 0.11% +945 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,776 shares 5,776 $1.1M 0.11% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,902 shares; 2025Q1: 3,928 shares; 2025Q2: 4,148 shares; 2025Q3: 3,784 shares; 2025Q4: 3,821 shares; 2026Q1: 2,957 shares; 2026Q2: 3,169 shares 3,169 $1.08M 0.11% +212 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,858 shares; 2025Q1: 4,214 shares; 2025Q2: 4,208 shares; 2025Q3: 4,458 shares; 2025Q4: 4,258 shares; 2026Q1: 4,158 shares; 2026Q2: 4,161 shares 4,161 $1.06M 0.11% +3 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,970 shares; 2025Q1: 23,309 shares; 2025Q2: 22,980 shares; 2025Q3: 22,945 shares; 2025Q4: 22,745 shares; 2026Q1: 21,885 shares; 2026Q2: 21,985 shares 21,985 $1.04M 0.1% +100 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,882 shares; 2025Q1: 3,935 shares; 2025Q2: 4,228 shares; 2025Q3: 3,308 shares; 2025Q4: 3,449 shares; 2026Q1: 3,672 shares; 2026Q2: 3,719 shares 3,719 $1.04M 0.1% +47 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; 2024Q3: restricted; 2024Q4: 2,766 shares; 2025Q1: 4,286 shares; 2025Q2: 4,221 shares; 2025Q3: 3,846 shares; 2025Q4: 3,846 shares; 2026Q1: 3,849 shares; 2026Q2: 8,156 shares 8,156 $1M 0.1% +4,307 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,628 shares; 2025Q1: 3,872 shares; 2025Q2: 3,838 shares; 2025Q3: 3,618 shares; 2025Q4: 5,893 shares; 2026Q1: 6,364 shares; 2026Q2: 6,173 shares 6,173 $967K 0.1% -191 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,343 shares; 2025Q1: 8,838 shares; 2025Q2: 9,049 shares; 2025Q3: 8,412 shares; 2025Q4: 9,090 shares; 2026Q1: 9,434 shares; 2026Q2: 11,366 shares 11,366 $950K 0.09% +1,932 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,027 shares; 2025Q1: 3,158 shares; 2025Q2: 3,164 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 3,194 shares; 2026Q2: 3,514 shares 3,514 $950K 0.09% +320 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; 2024Q3: restricted; 2024Q4: 6,158 shares; 2025Q1: 6,290 shares; 2025Q2: 5,973 shares; 2025Q3: 1,280 shares; 2025Q4: 1,783 shares; 2026Q1: 1,881 shares; 2026Q2: 1,861 shares 1,861 $933K 0.09% -20 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,863 shares; 2025Q4: 14,600 shares; 2026Q1: 16,218 shares; 2026Q2: 17,124 shares 17,124 $913K 0.09% +906 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; 2024Q3: restricted; 2024Q4: 2,980 shares; 2025Q1: 2,918 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,011 shares; 2026Q1: 3,014 shares; 2026Q2: 4,026 shares 4,026 $888K 0.09% +1,012 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,681 shares; 2025Q1: 17,994 shares; 2025Q2: 17,255 shares; 2025Q3: 13,966 shares; 2025Q4: 13,809 shares; 2026Q1: 13,882 shares; 2026Q2: 14,470 shares 14,470 $874K 0.09% +588 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 219 shares; 2025Q2: 208 shares; 2025Q3: 6,242 shares; 2025Q4: 10,763 shares; 2026Q1: 11,917 shares; 2026Q2: 10,704 shares 10,704 $871K 0.09% -1,213 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,723 shares; 2025Q1: 8,323 shares; 2025Q2: 8,402 shares; 2025Q3: 8,402 shares; 2025Q4: 8,402 shares; 2026Q1: 8,402 shares; 2026Q2: 9,093 shares 9,093 $870K 0.09% +691 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; 2024Q3: restricted; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,579 shares; 2026Q1: 1,573 shares; 2026Q2: 2,142 shares 2,142 $851K 0.08% +569 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; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,573 shares; 2025Q2: 836 shares; 2025Q3: 842 shares; 2025Q4: 885 shares; 2026Q1: 829 shares; 2026Q2: 829 shares 829 $838K 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; 2024Q3: restricted; 2024Q4: 10,017 shares; 2025Q1: 10,019 shares; 2025Q2: 10,458 shares; 2025Q3: 9,491 shares; 2025Q4: 9,877 shares; 2026Q1: 9,778 shares; 2026Q2: 10,440 shares 10,440 $817K 0.08% +662 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; 2024Q3: restricted; 2024Q4: 3,623 shares; 2025Q1: 3,623 shares; 2025Q2: 3,623 shares; 2025Q3: 3,623 shares; 2025Q4: 3,402 shares; 2026Q1: 3,424 shares; 2026Q2: 3,422 shares 3,422 $810K 0.08% -2 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 786 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 833 shares; 2026Q1: 839 shares; 2026Q2: 839 shares 839 $810K 0.08% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,966 shares; 2025Q1: 4,252 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 6,001 shares; 2026Q1: 6,365 shares; 2026Q2: 4,343 shares 4,343 $803K 0.08% -2,022 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; 2024Q3: restricted; 2024Q4: 686 shares; 2025Q1: 1,270 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 2,936 shares; 2026Q1: 2,846 shares; 2026Q2: 2,018 shares 2,018 $803K 0.08% -828 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 434 shares; 2025Q1: 444 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 2,293 shares; 2026Q1: 2,561 shares; 2026Q2: 2,532 shares 2,532 $793K 0.08% -29 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,068 shares; 2025Q1: 5,640 shares; 2025Q2: 5,753 shares; 2025Q3: 5,713 shares; 2025Q4: 5,763 shares; 2026Q1: 5,771 shares; 2026Q2: 6,271 shares 6,271 $792K 0.08% +500 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; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 2,576 shares; 2025Q3: 2,572 shares; 2025Q4: 2,442 shares; 2026Q1: 2,319 shares; 2026Q2: 2,875 shares 2,875 $778K 0.08% +556 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,158 shares; 2025Q1: 6,158 shares; 2025Q2: 6,158 shares; 2025Q3: 13,608 shares; 2025Q4: 13,608 shares; 2026Q1: 13,608 shares; 2026Q2: 13,608 shares 13,608 $770K 0.08% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,095 shares; 2025Q1: 10,600 shares; 2025Q2: 10,987 shares; 2025Q3: 10,107 shares; 2025Q4: 8,529 shares; 2026Q1: 8,136 shares; 2026Q2: 8,216 shares 8,216 $762K 0.08% +80 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; 2024Q3: restricted; 2024Q4: 798 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 878 shares; 2026Q2: 1,032 shares 1,032 $760K 0.08% +154 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,080 shares; 2025Q1: 9,530 shares; 2025Q2: 9,599 shares; 2025Q3: 9,599 shares; 2025Q4: 9,599 shares; 2026Q1: 9,179 shares; 2026Q2: 8,922 shares 8,922 $755K 0.07% -257 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,489 shares; 2025Q1: 12,923 shares; 2025Q2: 15,736 shares; 2025Q3: 11,760 shares; 2025Q4: 13,225 shares; 2026Q1: 11,915 shares; 2026Q2: 11,340 shares 11,340 $727K 0.07% -575 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 1,875 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares; 2026Q2: 3,752 shares 3,752 $715K 0.07% -2,198 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,039 shares; 2025Q1: 11,319 shares; 2025Q2: 11,632 shares; 2025Q3: 21,755 shares; 2025Q4: 12,742 shares; 2026Q1: 14,003 shares; 2026Q2: 11,074 shares 11,074 $711K 0.07% -2,929 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; 2024Q3: restricted; 2024Q4: 2,584 shares; 2025Q1: 2,779 shares; 2025Q2: 2,706 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares; 2026Q1: 2,621 shares; 2026Q2: 2,583 shares 2,583 $673K 0.07% -38 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,635 shares; 2025Q1: 7,635 shares; 2025Q2: 7,469 shares; 2025Q3: 7,469 shares; 2025Q4: 8,036 shares; 2026Q1: 8,036 shares; 2026Q2: 8,011 shares 8,011 $671K 0.07% -25 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,728 shares; 2025Q1: 5,991 shares; 2025Q2: 4,482 shares; 2025Q3: 3,927 shares; 2025Q4: 4,067 shares; 2026Q1: 4,141 shares; 2026Q2: 4,707 shares 4,707 $657K 0.07% +566 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,462 shares; 2025Q1: 7,560 shares; 2025Q2: 7,726 shares; 2025Q3: 6,753 shares; 2025Q4: 4,572 shares; 2026Q1: 7,134 shares; 2026Q2: 7,962 shares 7,962 $640K 0.06% +828 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 2,979 shares; 2025Q2: 2,567 shares; 2025Q3: 2,576 shares; 2025Q4: 2,611 shares; 2026Q1: 2,641 shares; 2026Q2: 4,470 shares 4,470 $626K 0.06% +1,829 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,728 shares; 2026Q2: 10,049 shares 10,049 $617K 0.06% +3,321 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 755 shares; 2025Q1: 2,042 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,301 shares; 2026Q1: 2,301 shares; 2026Q2: 2,551 shares 2,551 $607K 0.06% +250 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 468 shares; 2025Q2: 406 shares; 2025Q3: 378 shares; 2025Q4: 2,682 shares; 2026Q1: 3,439 shares; 2026Q2: 3,119 shares 3,119 $606K 0.06% -320 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 1,088 shares; 2025Q2: 1,107 shares; 2025Q3: 1,107 shares; 2025Q4: 325 shares; 2026Q1: 199 shares; 2026Q2: 8,290 shares 8,290 $604K 0.06% +8,091 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,781 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares; 2026Q1: 5,810 shares; 2026Q2: 4,281 shares 4,281 $589K 0.06% -1,529 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,617 shares; 2025Q1: 3,369 shares; 2025Q2: 3,494 shares; 2025Q3: 3,760 shares; 2025Q4: 3,174 shares; 2026Q1: 3,743 shares; 2026Q2: 4,208 shares 4,208 $585K 0.06% +465 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,401 shares; 2025Q1: 1,361 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,362 shares; 2026Q2: 1,407 shares 1,407 $584K 0.06% +45 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,046 shares; 2025Q1: 1,005 shares; 2025Q2: 1,018 shares; 2025Q3: 752 shares; 2025Q4: 3,124 shares; 2026Q1: 3,883 shares; 2026Q2: 3,722 shares 3,722 $583K 0.06% -161 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; 2024Q3: restricted; 2024Q4: 1,319 shares; 2025Q1: 1,819 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,975 shares; 2026Q2: 2,596 shares 2,596 $579K 0.06% +621 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,058 shares; 2026Q2: 15,719 shares 15,719 $566K 0.06% +8,661 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,061 shares; 2025Q1: 5,061 shares; 2025Q2: 4,862 shares; 2025Q3: 4,862 shares; 2025Q4: 4,862 shares; 2026Q1: 4,862 shares; 2026Q2: 4,862 shares 4,862 $559K 0.06% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 9,523 shares; 2026Q2: 5,865 shares 5,865 $554K 0.05% -3,658 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,527 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,544 shares; 2026Q1: 1,526 shares; 2026Q2: 1,492 shares 1,492 $553K 0.05% -34 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,245 shares; 2025Q1: 3,508 shares; 2025Q2: 3,558 shares; 2025Q3: 3,572 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares; 2026Q2: 4,927 shares 4,927 $551K 0.05% +1,455 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; 2024Q3: restricted; 2024Q4: 2,502 shares; 2025Q1: 3,169 shares; 2025Q2: 3,088 shares; 2025Q3: 2,841 shares; 2025Q4: 2,915 shares; 2026Q1: 2,841 shares; 2026Q2: 2,841 shares 2,841 $541K 0.05% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,368 shares; 2025Q3: 7,368 shares; 2025Q4: 7,368 shares; 2026Q1: 7,368 shares; 2026Q2: 6,153 shares 6,153 $535K 0.05% -1,215 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,208 shares; 2025Q1: 13,068 shares; 2025Q2: 12,175 shares; 2025Q3: 10,993 shares; 2025Q4: 9,192 shares; 2026Q1: 9,192 shares; 2026Q2: 9,192 shares 9,192 $530K 0.05% 0 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; 2024Q3: restricted; 2024Q4: 1,742 shares; 2025Q1: 1,761 shares; 2025Q2: 1,683 shares; 2025Q3: 1,664 shares; 2025Q4: 3,291 shares; 2026Q1: 3,427 shares; 2026Q2: 3,302 shares 3,302 $528K 0.05% -125 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 1,745 shares; 2025Q2: 1,773 shares; 2025Q3: 1,730 shares; 2025Q4: 1,819 shares; 2026Q1: 1,808 shares; 2026Q2: 2,101 shares 2,101 $522K 0.05% +293 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,798 shares; 2025Q1: 2,797 shares; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares; 2026Q1: 3,141 shares; 2026Q2: 3,141 shares 3,141 $517K 0.05% 0 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; 2024Q3: restricted; 2024Q4: 188 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 693 shares; 2026Q1: 713 shares; 2026Q2: 713 shares 713 $513K 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 4,200 shares 4,200 $502K 0.05% +3,588 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; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 503 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 462 shares; 2026Q1: 879 shares; 2026Q2: 1,406 shares 1,406 $498K 0.05% +527 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 338 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 565 shares; 2026Q2: 513 shares 513 $493K 0.05% -52 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 2,740 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,649 shares; 2026Q2: 1,651 shares 1,651 $492K 0.05% +2 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; 2024Q3: restricted; 2024Q4: 13,131 shares; 2025Q1: 2,164 shares; 2025Q2: 1,549 shares; 2025Q3: 1,160 shares; 2025Q4: 7,943 shares; 2026Q1: 10,560 shares; 2026Q2: 10,207 shares 10,207 $489K 0.05% -353 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,811 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 2,652 shares; 2025Q4: 2,652 shares; 2026Q1: 2,691 shares; 2026Q2: 2,691 shares 2,691 $481K 0.05% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 46 shares; 2025Q2: 66 shares; 2025Q3: 38 shares; 2025Q4: 2,338 shares; 2026Q1: 3,124 shares; 2026Q2: 2,941 shares 2,941 $479K 0.05% -183 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,982 shares; 2025Q1: 10,485 shares; 2025Q2: 9,653 shares; 2025Q3: 9,140 shares; 2025Q4: 9,140 shares; 2026Q1: 9,145 shares; 2026Q2: 8,190 shares 8,190 $474K 0.05% -955 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,887 shares; 2025Q1: 1,826 shares; 2025Q2: 16,030 shares; 2025Q3: 14,484 shares; 2025Q4: 13,281 shares; 2026Q1: 14,490 shares; 2026Q2: 9,944 shares 9,944 $462K 0.05% -4,546 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 178 shares; 2025Q1: 646 shares; 2025Q2: 20,342 shares; 2025Q3: 17,928 shares; 2025Q4: 14,429 shares; 2026Q1: 17,391 shares; 2026Q2: 19,307 shares 19,307 $462K 0.05% +1,916 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,186 shares 8,186 $439K 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,594 shares; 2025Q1: 2,594 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,486 shares; 2026Q2: 2,488 shares 2,488 $439K 0.04% +2 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; 2024Q3: restricted; 2024Q4: 3,428 shares; 2025Q1: 3,828 shares; 2025Q2: 3,857 shares; 2025Q3: 3,857 shares; 2025Q4: 4,018 shares; 2026Q1: 4,018 shares; 2026Q2: 3,953 shares 3,953 $434K 0.04% -65 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,371 shares 19,371 $433K 0.04% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,857 shares; 2026Q2: 5,557 shares 5,557 $432K 0.04% +3,700 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 10,550 shares 10,550 $427K 0.04% +9,624 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; 2024Q3: restricted; 2024Q4: 5,803 shares; 2025Q1: 3,472 shares; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares; 2025Q4: 3,342 shares; 2026Q1: 3,342 shares; 2026Q2: 3,342 shares 3,342 $423K 0.04% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,648 shares; 2025Q1: 3,011 shares; 2025Q2: 3,117 shares; 2025Q3: 2,876 shares; 2025Q4: 3,076 shares; 2026Q1: 3,076 shares; 2026Q2: 2,892 shares 2,892 $423K 0.04% -184 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; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 261 shares; 2025Q2: 245 shares; 2025Q3: 205 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 210 shares 210 $418K 0.04% +1 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,856 shares 10,856 $415K 0.04% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,132 shares; 2026Q1: 2,367 shares; 2026Q2: 2,388 shares 2,388 $398K 0.04% +21 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; 2024Q3: restricted; 2024Q4: 12,434 shares; 2025Q1: 21,352 shares; 2025Q2: 21,787 shares; 2025Q3: 21,204 shares; 2025Q4: 19,852 shares; 2026Q1: 19,029 shares; 2026Q2: 19,029 shares 19,029 $394K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 745 shares; 2025Q1: 855 shares; 2025Q2: 840 shares; 2025Q3: 809 shares; 2025Q4: 770 shares; 2026Q1: 766 shares; 2026Q2: 765 shares 765 $390K 0.04% -1 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,414 shares; 2025Q1: 4,361 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $389K 0.04% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,053 shares; 2025Q1: 4,053 shares; 2025Q2: 4,053 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $386K 0.04% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 894 shares; 2025Q3: 906 shares; 2025Q4: 1,057 shares; 2026Q1: 970 shares; 2026Q2: 931 shares 931 $379K 0.04% -39 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; 2024Q3: restricted; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 844 shares; 2026Q1: 826 shares; 2026Q2: 826 shares 826 $379K 0.04% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,132 shares; 2025Q1: 1,732 shares; 2025Q2: 1,779 shares; 2025Q3: 1,763 shares; 2025Q4: 1,822 shares; 2026Q1: 1,822 shares; 2026Q2: 1,727 shares 1,727 $377K 0.04% -95 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; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 2,907 shares; 2025Q3: 2,734 shares; 2025Q4: 1,760 shares; 2026Q1: 1,106 shares; 2026Q2: 710 shares 710 $374K 0.04% -396 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 970 shares 970 $362K 0.04% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,328 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,328 shares; 2026Q2: 2,328 shares 2,328 $359K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 10,303 shares; 2025Q1: 10,529 shares; 2025Q2: 10,250 shares; 2025Q3: 9,438 shares; 2025Q4: 6,308 shares; 2026Q1: 4,711 shares; 2026Q2: 2,870 shares 2,870 $357K 0.04% -1,841 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 466 shares; 2026Q1: 470 shares; 2026Q2: 466 shares 466 $352K 0.03% -4 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,489 shares; 2025Q1: 4,489 shares; 2025Q2: 4,489 shares; 2025Q3: 4,489 shares; 2025Q4: 4,489 shares; 2026Q1: 4,227 shares; 2026Q2: 4,227 shares 4,227 $350K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,091 shares; 2025Q1: 4,048 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,168 shares; 2026Q1: 4,217 shares; 2026Q2: 4,217 shares 4,217 $348K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 176 shares; 2025Q1: 2,452 shares; 2025Q2: 2,452 shares; 2025Q3: 2,226 shares; 2025Q4: 2,226 shares; 2026Q1: 2,226 shares; 2026Q2: 2,226 shares 2,226 $348K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: 2,895 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,674 shares; 2026Q1: 2,504 shares; 2026Q2: 2,916 shares 2,916 $343K 0.03% +412 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; 2024Q3: restricted; 2024Q4: 1,436 shares; 2025Q1: 2,147 shares; 2025Q2: 2,134 shares; 2025Q3: 2,043 shares; 2025Q4: 2,046 shares; 2026Q1: 2,062 shares; 2026Q2: 2,062 shares 2,062 $337K 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,803 shares; 2025Q1: 1,803 shares; 2025Q2: 1,830 shares; 2025Q3: 1,783 shares; 2025Q4: 1,795 shares; 2026Q1: 1,801 shares; 2026Q2: 1,217 shares 1,217 $336K 0.03% -584 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 725 shares; 2025Q1: 833 shares; 2025Q2: 850 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 858 shares; 2026Q2: 858 shares 858 $335K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 925 shares; 2025Q1: 876 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 882 shares 882 $331K 0.03% +1 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; 2024Q3: restricted; 2024Q4: 779 shares; 2025Q1: 2,200 shares; 2025Q2: 2,225 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 2,283 shares; 2026Q2: 2,287 shares 2,287 $331K 0.03% +4 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,246 shares; 2025Q1: 2,246 shares; 2025Q2: 2,246 shares; 2025Q3: 2,246 shares; 2025Q4: 2,246 shares; 2026Q1: 2,246 shares; 2026Q2: 2,246 shares 2,246 $329K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,977 shares; 2025Q1: 26,531 shares; 2025Q2: 24,823 shares; 2025Q3: 22,471 shares; 2025Q4: 17,505 shares; 2026Q1: 17,505 shares; 2026Q2: 13,502 shares 13,502 $325K 0.03% -4,003 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,310 shares; 2025Q1: 6,082 shares; 2025Q2: 4,447 shares; 2025Q3: 4,447 shares; 2025Q4: 6,733 shares; 2026Q1: 7,844 shares; 2026Q2: 7,777 shares 7,777 $319K 0.03% -67 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,526 shares; 2025Q1: 7,596 shares; 2025Q2: 8,895 shares; 2025Q3: 5,431 shares; 2025Q4: 3,419 shares; 2026Q1: 1,399 shares; 2026Q2: 1,542 shares 1,542 $316K 0.03% +143 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,785 shares; 2025Q3: 3,789 shares; 2025Q4: 3,789 shares; 2026Q1: 3,789 shares; 2026Q2: 3,789 shares 3,789 $313K 0.03% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 1,783 shares; 2026Q2: 1,783 shares 1,783 $309K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 34 shares; 2025Q2: 26 shares; 2025Q3: 22 shares; 2025Q4: 23 shares; 2026Q1: 21 shares; 2026Q2: 182 shares 182 $309K 0.03% +161 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,484 shares; 2025Q1: 5,245 shares; 2025Q2: 4,288 shares; 2025Q3: 4,288 shares; 2025Q4: 5,220 shares; 2026Q1: 4,799 shares; 2026Q2: 4,803 shares 4,803 $302K 0.03% +4 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,691 shares; 2025Q1: 3,006 shares; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 2,592 shares; 2026Q1: 2,581 shares; 2026Q2: 1,167 shares 1,167 $298K 0.03% -1,414 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,621 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,644 shares; 2026Q2: 5,644 shares 5,644 $296K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares; 2026Q2: 1,290 shares 1,290 $293K 0.03% 0 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: 1,886 shares; 2026Q1: 1,886 shares; 2026Q2: 1,886 shares 1,886 $291K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 388 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $289K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 3,190 shares; 2025Q1: 3,660 shares; 2025Q2: 3,864 shares; 2025Q3: 3,815 shares; 2025Q4: 3,817 shares; 2026Q1: 3,848 shares; 2026Q2: 3,848 shares 3,848 $287K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,714 shares; 2025Q3: 1,714 shares; 2025Q4: 1,759 shares; 2026Q1: 1,759 shares; 2026Q2: 1,759 shares 1,759 $285K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 216 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 250 shares; 2026Q2: 370 shares 370 $282K 0.03% +120 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,403 shares; 2026Q2: 1,403 shares 1,403 $281K 0.03% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 38 shares; 2025Q4: 2,995 shares; 2026Q1: 3,923 shares; 2026Q2: 3,688 shares 3,688 $280K 0.03% -235 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; 2024Q3: restricted; 2024Q4: 2,970 shares; 2025Q1: 3,565 shares; 2025Q2: 3,788 shares; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares; 2026Q1: 3,738 shares; 2026Q2: 3,738 shares 3,738 $278K 0.03% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,137 shares; 2025Q1: 5,137 shares; 2025Q2: 5,137 shares; 2025Q3: 5,137 shares; 2025Q4: 5,137 shares; 2026Q1: 5,137 shares; 2026Q2: 5,137 shares 5,137 $269K 0.03% 0 Timeline FDN 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $265K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 614 shares; 2025Q1: 676 shares; 2025Q2: 731 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 661 shares; 2026Q2: 2,246 shares 2,246 $263K 0.03% +1,585 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; 2024Q3: restricted; 2024Q4: 7,092 shares; 2025Q1: 6,952 shares; 2025Q2: 7,139 shares; 2025Q3: 1,878 shares; 2025Q4: 2,038 shares; 2026Q1: 1,921 shares; 2026Q2: 1,921 shares 1,921 $263K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 626 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 729 shares; 2026Q1: 746 shares; 2026Q2: 746 shares 746 $261K 0.03% 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; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 63 shares; 2026Q2: 1,451 shares 1,451 $259K 0.03% +1,388 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 843 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 879 shares; 2026Q2: 879 shares 879 $249K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,340 shares; 2025Q1: 2,386 shares; 2025Q2: 2,746 shares; 2025Q3: 2,554 shares; 2025Q4: 2,674 shares; 2026Q1: 2,685 shares; 2026Q2: 2,685 shares 2,685 $248K 0.02% 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; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 144 shares; 2025Q2: 167 shares; 2025Q3: 174 shares; 2025Q4: 209 shares; 2026Q1: 212 shares; 2026Q2: 210 shares 210 $247K 0.02% -2 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 613 shares; 2025Q1: 1,114 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 781 shares; 2026Q1: 787 shares; 2026Q2: 767 shares 767 $244K 0.02% -20 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; 2024Q3: restricted; 2024Q4: 1,749 shares; 2025Q1: 1,929 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,545 shares; 2026Q1: 1,545 shares; 2026Q2: 1,698 shares 1,698 $243K 0.02% +153 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 622 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 882 shares; 2026Q1: 887 shares; 2026Q2: 889 shares 889 $239K 0.02% +2 Timeline SDVY 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; 2024Q3: restricted; 2024Q4: 760 shares; 2025Q1: 6,260 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $237K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 644 shares; 2025Q1: 736 shares; 2025Q2: 753 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 702 shares; 2026Q2: 702 shares 702 $232K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 399 shares; 2025Q1: 477 shares; 2025Q2: 457 shares; 2025Q3: 434 shares; 2025Q4: 441 shares; 2026Q1: 435 shares; 2026Q2: 445 shares 445 $231K 0.02% +10 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; 2024Q3: restricted; 2024Q4: 512 shares; 2025Q1: 440 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 381 shares; 2026Q2: 784 shares 784 $230K 0.02% +403 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 971 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares; 2026Q2: 991 shares 991 $228K 0.02% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,523 shares; 2025Q1: 13,523 shares; 2025Q2: 13,523 shares; 2025Q3: 13,523 shares; 2025Q4: 13,523 shares; 2026Q1: 13,523 shares; 2026Q2: 13,523 shares 13,523 $227K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 390 shares; 2025Q1: 1,080 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,009 shares; 2026Q2: 1,008 shares 1,008 $226K 0.02% -1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,088 shares; 2025Q1: 1,348 shares; 2025Q2: 1,306 shares; 2025Q3: 1,314 shares; 2025Q4: 1,397 shares; 2026Q1: 1,317 shares; 2026Q2: 1,317 shares 1,317 $223K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,347 shares; 2026Q1: 997 shares; 2026Q2: 998 shares 998 $222K 0.02% +1 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 716 shares; 2025Q1: 1,882 shares; 2025Q2: 1,909 shares; 2025Q3: 1,666 shares; 2025Q4: 1,758 shares; 2026Q1: 1,666 shares; 2026Q2: 1,666 shares 1,666 $221K 0.02% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,706 shares; 2025Q1: 13,767 shares; 2025Q2: 13,767 shares; 2025Q3: 11,021 shares; 2025Q4: 10,628 shares; 2026Q1: 8,507 shares; 2026Q2: 4,903 shares 4,903 $221K 0.02% -3,604 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,902 shares; 2025Q1: 4,044 shares; 2025Q2: 3,908 shares; 2025Q3: 3,561 shares; 2025Q4: 1,949 shares; 2026Q1: 1,121 shares; 2026Q2: 395 shares 395 $221K 0.02% -726 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 420 shares; 2025Q1: 490 shares; 2025Q2: 525 shares; 2025Q3: 675 shares; 2025Q4: 1,390 shares; 2026Q1: 1,460 shares; 2026Q2: 2,851 shares 2,851 $220K 0.02% +1,391 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,863 shares; 2025Q1: 3,863 shares; 2025Q2: 3,863 shares; 2025Q3: 3,863 shares; 2025Q4: 3,863 shares; 2026Q1: 3,863 shares; 2026Q2: 3,863 shares 3,863 $219K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,695 shares; 2026Q2: 3,641 shares 3,641 $219K 0.02% -54 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; 2024Q3: restricted; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 1,364 shares; 2026Q2: 1,364 shares 1,364 $216K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,232 shares; 2025Q1: 33,951 shares; 2025Q2: 35,544 shares; 2025Q3: 35,919 shares; 2025Q4: 24,288 shares; 2026Q1: 25,041 shares; 2026Q2: 8,756 shares 8,756 $215K 0.02% -16,285 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,170 shares; 2026Q1: 5,030 shares; 2026Q2: 5,000 shares 5,000 $213K 0.02% -30 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 500 shares 500 $213K 0.02% -2,900 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; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 162 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $211K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares; 2026Q2: 2,280 shares 2,280 $210K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 994 shares; 2025Q3: 2,363 shares; 2025Q4: 1,365 shares; 2026Q1: 918 shares; 2026Q2: 804 shares 804 $210K 0.02% -114 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,500 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares; 2025Q4: 24,500 shares; 2026Q1: 24,500 shares; 2026Q2: 24,500 shares 24,500 $210K 0.02% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 213 shares; 2025Q1: 104 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 1,756 shares; 2026Q1: 2,235 shares; 2026Q2: 1,175 shares 1,175 $207K 0.02% -1,060 Timeline FTCS 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; 2024Q3: restricted; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares; 2026Q2: 2,157 shares 2,157 $203K 0.02% -301 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; 2024Q3: restricted; 2024Q4: 4,342 shares; 2025Q1: 4,324 shares; 2025Q2: 4,403 shares; 2025Q3: 4,056 shares; 2025Q4: 3,977 shares; 2026Q1: 3,940 shares; 2026Q2: 903 shares 903 $202K 0.02% -3,037 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 503 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 588 shares; 2026Q1: 590 shares; 2026Q2: 695 shares 695 $202K 0.02% +105 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $201K 0.02% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,200 shares 7,200 $199K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,594 shares; 2025Q1: 2,397 shares; 2025Q2: 3,028 shares; 2025Q3: 2,857 shares; 2025Q4: 10,398 shares; 2026Q1: 8,647 shares; 2026Q2: 1,985 shares 1,985 $197K 0.02% -6,662 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; 2024Q3: restricted; 2024Q4: 5,246 shares; 2025Q1: 346 shares; 2025Q2: 1,633 shares; 2025Q3: 1,883 shares; 2025Q4: 1,438 shares; 2026Q1: 1,587 shares; 2026Q2: 1,677 shares 1,677 $196K 0.02% +90 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,184 shares; 2025Q1: 1,102 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,395 shares; 2026Q2: 1,395 shares 1,395 $189K 0.02% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,480 shares; 2025Q1: 2,348 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,480 shares; 2026Q1: 2,295 shares; 2026Q2: 2,295 shares 2,295 $188K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,097 shares; 2025Q1: 3,458 shares; 2025Q2: 3,535 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares; 2026Q1: 3,413 shares; 2026Q2: 3,992 shares 3,992 $186K 0.02% +579 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,717 shares; 2025Q3: 6,717 shares; 2025Q4: 6,717 shares; 2026Q1: 6,717 shares; 2026Q2: 6,717 shares 6,717 $186K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,311 shares; 2025Q1: 4,324 shares; 2025Q2: 4,112 shares; 2025Q3: 3,862 shares; 2025Q4: 3,862 shares; 2026Q1: 3,720 shares; 2026Q2: 3,720 shares 3,720 $185K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 174 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 176 shares 176 $183K 0.02% -6 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 835 shares; 2026Q2: 790 shares 790 $182K 0.02% -45 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,735 shares; 2025Q1: 1,660 shares; 2025Q2: 2,162 shares; 2025Q3: 2,261 shares; 2025Q4: 2,060 shares; 2026Q1: 1,969 shares; 2026Q2: 1,720 shares 1,720 $178K 0.02% -249 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares; 2026Q2: 1,472 shares 1,472 $173K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $171K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $169K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $168K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 489 shares; 2026Q2: 489 shares 489 $168K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,690 shares; 2025Q1: 4,393 shares; 2025Q2: 3,818 shares; 2025Q3: 3,566 shares; 2025Q4: 3,542 shares; 2026Q1: 1,055 shares; 2026Q2: 818 shares 818 $165K 0.02% -237 Timeline SPEU 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $165K 0.02% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,324 shares; 2025Q1: 7,829 shares; 2025Q2: 7,798 shares; 2025Q3: 6,389 shares; 2025Q4: 6,161 shares; 2026Q1: 6,166 shares; 2026Q2: 6,081 shares 6,081 $163K 0.02% -85 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,139 shares; 2025Q3: 5,394 shares; 2025Q4: 5,394 shares; 2026Q1: 5,394 shares; 2026Q2: 5,394 shares 5,394 $162K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 578 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 514 shares 514 $162K 0.02% +84 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 46 shares; 2026Q1: 49 shares; 2026Q2: 616 shares 616 $159K 0.02% +567 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,476 shares; 2026Q1: 1,476 shares; 2026Q2: 1,476 shares 1,476 $158K 0.02% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 50,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $153K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $153K 0.02% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,958 shares; 2025Q1: 1,832 shares; 2025Q2: 1,972 shares; 2025Q3: 1,638 shares; 2025Q4: 1,590 shares; 2026Q1: 1,600 shares; 2026Q2: 1,594 shares 1,594 $152K 0.02% -6 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 801 shares; 2025Q2: 595 shares; 2025Q3: 419 shares; 2025Q4: 398 shares; 2026Q1: 666 shares; 2026Q2: 866 shares 866 $150K 0.01% +200 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; 2024Q3: restricted; 2024Q4: 512 shares; 2025Q1: 493 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 494 shares; 2026Q2: 441 shares 441 $150K 0.01% -53 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,791 shares; 2025Q1: 8,002 shares; 2025Q2: 7,734 shares; 2025Q3: 4,173 shares; 2025Q4: 1,895 shares; 2026Q1: 1,176 shares; 2026Q2: 1,215 shares 1,215 $149K 0.01% +39 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 2,123 shares; 2025Q2: 1,863 shares; 2025Q3: 1,647 shares; 2025Q4: 1,697 shares; 2026Q1: 1,697 shares; 2026Q2: 1,697 shares 1,697 $147K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 575 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 521 shares 521 $146K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $146K 0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,640 shares; 2025Q1: 2,900 shares; 2025Q2: 2,951 shares; 2025Q3: 2,951 shares; 2025Q4: 2,951 shares; 2026Q1: 2,951 shares; 2026Q2: 2,951 shares 2,951 $141K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 242 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 253 shares; 2026Q1: 255 shares; 2026Q2: 409 shares 409 $141K 0.01% +154 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 928 shares; 2025Q1: 1,311 shares; 2025Q2: 1,207 shares; 2025Q3: 1,156 shares; 2025Q4: 1,121 shares; 2026Q1: 1,115 shares; 2026Q2: 1,084 shares 1,084 $141K 0.01% -31 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $141K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 911 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares; 2026Q2: 1,503 shares 1,503 $140K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 582 shares; 2026Q2: 570 shares 570 $140K 0.01% -12 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,562 shares; 2025Q1: 3,141 shares; 2025Q2: 3,183 shares; 2025Q3: 3,011 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares; 2026Q2: 1,685 shares 1,685 $137K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,528 shares; 2025Q1: 2,086 shares; 2025Q2: 2,062 shares; 2025Q3: 1,672 shares; 2025Q4: 2,938 shares; 2026Q1: 3,451 shares; 2026Q2: 3,329 shares 3,329 $136K 0.01% -122 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,903 shares; 2025Q1: 2,161 shares; 2025Q2: 2,186 shares; 2025Q3: 1,973 shares; 2025Q4: 1,797 shares; 2026Q1: 1,781 shares; 2026Q2: 1,781 shares 1,781 $135K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 59 shares 59 $134K 0.01% +52 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,825 shares; 2025Q1: 1,575 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,665 shares; 2026Q1: 1,465 shares; 2026Q2: 1,465 shares 1,465 $133K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 886 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 1,097 shares; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares 1,104 $133K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 3,890 shares; 2025Q1: 4,580 shares; 2025Q2: 1,842 shares; 2025Q3: 1,788 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares; 2026Q2: 1,788 shares 1,788 $131K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 82 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 87 shares; 2026Q2: 550 shares 550 $131K 0.01% +463 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,103 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $126K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,680 shares; 2025Q1: 4,777 shares; 2025Q2: 6,514 shares; 2025Q3: 5,659 shares; 2025Q4: 7,333 shares; 2026Q1: 7,266 shares; 2026Q2: 7,266 shares 7,266 $126K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $125K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 897 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 929 shares; 2026Q1: 772 shares; 2026Q2: 746 shares 746 $125K 0.01% -26 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $121K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $119K 0.01% 0 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527 shares; 2026Q1: 1,526 shares; 2026Q2: 1,497 shares 1,497 $119K 0.01% -29 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251 shares; 2025Q4: 255 shares; 2026Q1: 252 shares; 2026Q2: 186 shares 186 $119K 0.01% -66 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; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 1,188 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares; 2026Q2: 1,213 shares 1,213 $118K 0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,679 shares; 2025Q1: 6,187 shares; 2025Q2: 5,586 shares; 2025Q3: 4,138 shares; 2025Q4: 4,122 shares; 2026Q1: 4,119 shares; 2026Q2: 4,033 shares 4,033 $117K 0.01% -86 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,512 shares; 2025Q1: 1,730 shares; 2025Q2: 1,890 shares; 2025Q3: 1,617 shares; 2025Q4: 1,567 shares; 2026Q1: 1,579 shares; 2026Q2: 1,474 shares 1,474 $114K 0.01% -105 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,378 shares; 2025Q1: 3,174 shares; 2025Q2: 3,174 shares; 2025Q3: 2,573 shares; 2025Q4: 2,496 shares; 2026Q1: 2,873 shares; 2026Q2: 3,581 shares 3,581 $113K 0.01% +708 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,923 shares; 2025Q1: 2,803 shares; 2025Q2: 2,938 shares; 2025Q3: 14,031 shares; 2025Q4: 6,879 shares; 2026Q1: 2,435 shares; 2026Q2: 2,615 shares 2,615 $112K 0.01% +180 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 260 shares; 2025Q1: 132 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 138 shares; 2026Q2: 216 shares 216 $110K 0.01% +78 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; 2024Q3: restricted; 2024Q4: 8,176 shares; 2025Q1: 9,926 shares; 2025Q2: 9,306 shares; 2025Q3: 2,533 shares; 2025Q4: 3,346 shares; 2026Q1: 3,212 shares; 2026Q2: 2,591 shares 2,591 $110K 0.01% -621 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; 2024Q3: restricted; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 824 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $109K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,699 shares; 2026Q1: 1,716 shares; 2026Q2: 1,579 shares 1,579 $108K 0.01% -137 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 578 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares; 2026Q2: 1,088 shares 1,088 $107K 0.01% +635 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,758 shares; 2025Q1: 22,015 shares; 2025Q2: 22,519 shares; 2025Q3: 14,582 shares; 2025Q4: 9,542 shares; 2026Q1: 2,856 shares; 2026Q2: 744 shares 744 $106K 0.01% -2,112 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; 2024Q3: restricted; 2024Q4: 568 shares; 2025Q1: 743 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares; 2026Q1: 787 shares; 2026Q2: 787 shares 787 $104K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,324 shares; 2025Q1: 1,795 shares; 2025Q2: 1,798 shares; 2025Q3: 1,623 shares; 2025Q4: 1,623 shares; 2026Q1: 1,648 shares; 2026Q2: 1,648 shares 1,648 $102K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 317 shares; 2025Q2: 257 shares; 2025Q3: 244 shares; 2025Q4: 256 shares; 2026Q1: 229 shares; 2026Q2: 222 shares 222 $102K 0.01% -7 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 1,760 shares; 2026Q1: 1,772 shares; 2026Q2: 2,760 shares 2,760 $101K 0.01% +988 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 390 shares; 2026Q2: 381 shares 381 $101K 0.01% -9 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 1,535 shares 1,535 $101K 0.01% +1,226 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 375 shares; 2025Q2: 373 shares; 2025Q3: 302 shares; 2025Q4: 289 shares; 2026Q1: 288 shares; 2026Q2: 281 shares 281 $100K 0.01% -7 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 223 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $100K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 2,331 shares; 2025Q4: 2,883 shares; 2026Q1: 3,019 shares; 2026Q2: 1,852 shares 1,852 $99.3K 0.01% -1,167 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 987 shares; 2025Q1: 1,057 shares; 2025Q2: 1,014 shares; 2025Q3: 1,040 shares; 2025Q4: 1,014 shares; 2026Q1: 1,020 shares; 2026Q2: 737 shares 737 $99.3K 0.01% -283 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $98.5K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 984 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $97.6K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 569 shares; 2025Q1: 782 shares; 2025Q2: 682 shares; 2025Q3: 592 shares; 2025Q4: 613 shares; 2026Q1: 626 shares; 2026Q2: 626 shares 626 $96.5K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares; 2025Q3: 3,814 shares; 2025Q4: 3,762 shares; 2026Q1: 3,756 shares; 2026Q2: 3,707 shares 3,707 $95.8K 0.01% -49 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 305 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 522 shares 522 $93.7K 0.01% +200 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; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares; 2026Q2: 2,965 shares 2,965 $93.7K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $93K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $92.7K 0.01% 0 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $92.6K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,135 shares; 2025Q1: 9,396 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 1,136 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $92.1K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares; 2026Q2: 1,009 shares 1,009 $91.3K 0.01% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $91.1K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 956 shares; 2025Q1: 915 shares; 2025Q2: 1,139 shares; 2025Q3: 1,002 shares; 2025Q4: 973 shares; 2026Q1: 970 shares; 2026Q2: 956 shares 956 $90.8K 0.01% -14 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 497 shares 497 $90.6K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,970 shares; 2025Q1: 6,713 shares; 2025Q2: 6,813 shares; 2025Q3: 6,147 shares; 2025Q4: 6,028 shares; 2026Q1: 3,572 shares; 2026Q2: 4,488 shares 4,488 $90K 0.01% +916 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 108 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 422 shares 422 $89.4K 0.01% +300 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 198 shares; 2026Q1: 223 shares; 2026Q2: 873 shares 873 $88.7K 0.01% +650 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; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares; 2026Q2: 373 shares 373 $88.6K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 582 shares; 2026Q2: 582 shares 582 $88.6K 0.01% 0 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,942 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares; 2025Q3: 3,942 shares; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares; 2026Q2: 3,942 shares 3,942 $87.3K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 2,466 shares; 2025Q2: 2,533 shares; 2025Q3: 2,533 shares; 2025Q4: 4,900 shares; 2026Q1: 5,619 shares; 2026Q2: 2,019 shares 2,019 $87.2K 0.01% -3,600 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 512 shares; 2025Q4: 494 shares; 2026Q1: 596 shares; 2026Q2: 657 shares 657 $86.3K 0.01% +61 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; 2024Q3: restricted; 2024Q4: 11,862 shares; 2025Q1: 173,190 shares; 2025Q2: 320,589 shares; 2025Q3: 364,834 shares; 2025Q4: 398,105 shares; 2026Q1: 6,276 shares; 2026Q2: 3,583 shares 3,583 $84.8K 0.01% -2,693 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 704 shares 704 $84K 0.01% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $84K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,016 shares; 2026Q2: 1,007 shares 1,007 $83K 0.01% -9 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 381 shares; 2025Q2: 408 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 393 shares; 2026Q2: 369 shares 369 $82.5K 0.01% -24 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 691 shares; 2025Q1: 1,221 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,273 shares; 2026Q2: 1,076 shares 1,076 $82.2K 0.01% -197 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 401 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: 1,072 shares; 2026Q2: 1,072 shares 1,072 $82K 0.01% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,514 shares; 2025Q1: 12,851 shares; 2025Q2: 12,697 shares; 2025Q3: 10,352 shares; 2025Q4: 10,264 shares; 2026Q1: 10,238 shares; 2026Q2: 10,009 shares 10,009 $81.8K 0.01% -229 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,901 shares; 2025Q1: 1,455 shares; 2025Q2: 773 shares; 2025Q3: 847 shares; 2025Q4: 1,005 shares; 2026Q1: 1,065 shares; 2026Q2: 1,065 shares 1,065 $81.4K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 549 shares; 2025Q2: 542 shares; 2025Q3: 442 shares; 2025Q4: 424 shares; 2026Q1: 559 shares; 2026Q2: 673 shares 673 $80.2K 0.01% +114 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $78.7K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,065 shares; 2025Q1: 20,395 shares; 2025Q2: 19,705 shares; 2025Q3: 16,809 shares; 2025Q4: 5,778 shares; 2026Q1: 4,321 shares; 2026Q2: 1,075 shares 1,075 $77.2K 0.01% -3,246 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 763 shares; 2025Q2: 806 shares; 2025Q3: 851 shares; 2025Q4: 806 shares; 2026Q1: 846 shares; 2026Q2: 517 shares 517 $75.5K 0.01% -329 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $75.5K 0.01% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,380 shares; 2025Q1: 3,356 shares; 2025Q2: 3,321 shares; 2025Q3: 2,744 shares; 2025Q4: 2,436 shares; 2026Q1: 2,428 shares; 2026Q2: 2,365 shares 2,365 $74.3K 0.01% -63 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,965 shares; 2025Q4: 465 shares; 2026Q1: 700 shares; 2026Q2: 886 shares 886 $73K 0.01% +186 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $72.5K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $72.5K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 521 shares; 2025Q1: 374 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $72.4K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 760 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 802 shares; 2026Q1: 817 shares; 2026Q2: 526 shares 526 $72.2K 0.01% -291 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 384 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 424 shares 424 $72.1K 0.01% -96 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: 340 shares; 2026Q1: 467 shares; 2026Q2: 260 shares 260 $71.8K 0.01% -207 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,967 shares; 2025Q1: 8,444 shares; 2025Q2: 8,339 shares; 2025Q3: 6,840 shares; 2025Q4: 6,590 shares; 2026Q1: 6,573 shares; 2026Q2: 6,399 shares 6,399 $71.3K 0.01% -174 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 884 shares; 2025Q4: 857 shares; 2026Q1: 857 shares; 2026Q2: 856 shares 856 $71.3K 0.01% -1 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 765 shares; 2026Q2: 935 shares 935 $71.2K 0.01% +170 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,151 shares; 2025Q1: 9,512 shares; 2025Q2: 10,443 shares; 2025Q3: not reported; 2025Q4: 3,180 shares; 2026Q1: 1,582 shares; 2026Q2: 1,440 shares 1,440 $71K 0.01% -142 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; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 143 shares 143 $70.8K 0.01% +49 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 303 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $70.5K 0.01% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 973 shares; 2025Q4: 969 shares; 2026Q1: 971 shares; 2026Q2: 952 shares 952 $70.5K 0.01% -19 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; 2024Q3: restricted; 2024Q4: 2,027 shares; 2025Q1: 1,962 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 800 shares 800 $68.9K 0.01% +700 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 58 shares; 2025Q3: 2,435 shares; 2025Q4: 819 shares; 2026Q1: 626 shares; 2026Q2: 151 shares 151 $67.4K 0.01% -475 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 23 shares; 2026Q2: 1,013 shares 1,013 $67.3K 0.01% +990 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,764 shares; 2025Q1: 1,236 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 1,798 shares; 2026Q1: 1,819 shares; 2026Q2: 1,819 shares 1,819 $67.2K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares; 2026Q2: 739 shares 739 $65.5K 0.01% -67 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,063 shares; 2025Q2: 1,059 shares; 2025Q3: 846 shares; 2025Q4: 805 shares; 2026Q1: 804 shares; 2026Q2: 897 shares 897 $65K 0.01% +93 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 633 shares; 2025Q2: 626 shares; 2025Q3: 519 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 567 shares 567 $64.8K 0.01% +67 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; 2024Q3: restricted; 2024Q4: 1,917 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $64.7K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,763 shares 1,763 $64.1K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 547 shares; 2025Q3: 686 shares; 2025Q4: 826 shares; 2026Q1: 686 shares; 2026Q2: 344 shares 344 $63.7K 0.01% -342 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 185 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $62K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,341 shares; 2026Q1: 1,372 shares; 2026Q2: 1,496 shares 1,496 $61.8K 0.01% +124 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $61.5K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,234 shares; 2025Q1: 19,826 shares; 2025Q2: 19,795 shares; 2025Q3: 15,990 shares; 2025Q4: 15,367 shares; 2026Q1: 19,810 shares; 2026Q2: 19,450 shares 19,450 $61.1K 0.01% -360 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 669 shares; 2026Q2: 393 shares 393 $60.4K 0.01% -276 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 1,015 shares; 2025Q3: 1,690 shares; 2025Q4: 2,341 shares; 2026Q1: 2,441 shares; 2026Q2: 2,257 shares 2,257 $60.2K 0.01% -184 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; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 263 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $59.6K 0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,672 shares; 2025Q1: 1,672 shares; 2025Q2: 1,672 shares; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,672 shares; 2026Q2: 1,672 shares 1,672 $59.2K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 248 shares; 2025Q1: 542 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 542 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $58.7K 0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $58.3K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 669 shares; 2025Q1: 701 shares; 2025Q2: 741 shares; 2025Q3: 741 shares; 2025Q4: 633 shares; 2026Q1: 633 shares; 2026Q2: 633 shares 633 $57.7K 0.01% 0 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,264 shares; 2026Q2: 1,264 shares 1,264 $57.7K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $57.4K 0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 344 shares; 2025Q1: 678 shares; 2025Q2: 752 shares; 2025Q3: 924 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares; 2026Q2: 817 shares 817 $57.2K 0.01% -290 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,910 shares; 2025Q1: 11,937 shares; 2025Q2: 7,110 shares; 2025Q3: 7,110 shares; 2025Q4: 7,110 shares; 2026Q1: 7,174 shares; 2026Q2: 1,014 shares 1,014 $56.3K 0.01% -6,160 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $56.2K 0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 495 shares; 2025Q2: 374 shares; 2025Q3: 320 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $55.5K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 218 shares 218 $55K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 164 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 170 shares; 2026Q2: 470 shares 470 $54.9K 0.01% +300 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,314 shares; 2025Q1: 2,839 shares; 2025Q2: 2,994 shares; 2025Q3: 2,994 shares; 2025Q4: 2,994 shares; 2026Q1: 3,094 shares; 2026Q2: 3,094 shares 3,094 $54.9K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 94 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 754 shares 754 $54.5K 0.01% +642 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 699 shares; 2025Q1: 147 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 215 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $54.5K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 895 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 2,510 shares; 2026Q1: 1,635 shares; 2026Q2: 1,635 shares 1,635 $54.4K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 5,412 shares; 2025Q2: 5,327 shares; 2025Q3: 4,374 shares; 2025Q4: 1,358 shares; 2026Q1: 1,166 shares; 2026Q2: 164 shares 164 $54.4K 0.01% -1,002 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 813 shares; 2025Q1: 979 shares; 2025Q2: 1,026 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 713 shares; 2026Q2: 713 shares 713 $54.2K 0.01% 0 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $53.5K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 795 shares; 2025Q2: 8,005 shares; 2025Q3: 7,666 shares; 2025Q4: 641 shares; 2026Q1: 457 shares; 2026Q2: 407 shares 407 $53.2K 0.01% -50 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 930 shares; 2025Q1: 890 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,388 shares; 2026Q2: 1,096 shares 1,096 $52.6K 0.01% -292 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; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 97 shares; 2026Q1: 111 shares; 2026Q2: 122 shares 122 $52.6K 0.01% +11 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 538 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $52.3K 0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 428 shares; 2025Q2: 430 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 417 shares; 2026Q2: 361 shares 361 $51.3K 0.01% -56 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 334 shares; 2025Q1: 393 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 316 shares 316 $51.3K 0.01% -88 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 316 shares; 2026Q2: 301 shares 301 $51.1K 0.01% -15 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 140 shares; 2025Q4: 87 shares; 2026Q1: 150 shares; 2026Q2: 151 shares 151 $50.6K 0.01% +1 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 887 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 1,144 shares; 2026Q2: 886 shares 886 $49.9K <0.01% -258 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,088 shares 5,088 $48.7K <0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 56 shares 56 $48.1K <0.01% +11 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $47.9K <0.01% 0 Timeline DVYA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $47.3K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $47.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $46.1K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 549 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 498 shares; 2026Q2: 498 shares 498 $45.7K <0.01% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $45.5K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 420 shares; 2025Q1: 740 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 814 shares 814 $45.2K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 516 shares; 2026Q1: 416 shares; 2026Q2: 871 shares 871 $44.8K <0.01% +455 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 122 shares; 2025Q1: 352 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 390 shares; 2026Q2: 388 shares 388 $44.6K <0.01% -2 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 697 shares; 2025Q4: 697 shares; 2026Q1: 697 shares; 2026Q2: 697 shares 697 $44.1K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $44K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $43.7K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278 $43.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $42.8K <0.01% new Timeline PKW 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; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $42.5K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 231 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $42.2K <0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 601 shares 601 $41.8K <0.01% 0 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares; 2026Q2: 559 shares 559 $41.8K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,062 shares; 2025Q1: 1,876 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares; 2026Q2: 1,381 shares 1,381 $41.7K <0.01% -604 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; 2024Q3: restricted; 2024Q4: 2,329 shares; 2025Q1: 2,239 shares; 2025Q2: 2,017 shares; 2025Q3: 464 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 379 shares 379 $40.7K <0.01% +126 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 666 shares; 2025Q4: 641 shares; 2026Q1: 641 shares; 2026Q2: 614 shares 614 $40.3K <0.01% -27 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $40.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 333 shares; 2025Q4: 383 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $40.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $39.5K <0.01% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 1,801 shares; 2025Q2: 1,790 shares; 2025Q3: 1,470 shares; 2025Q4: 1,404 shares; 2026Q1: 1,400 shares; 2026Q2: 1,359 shares 1,359 $39.2K <0.01% -41 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 203 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $39K <0.01% 0 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $39K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 533 shares; 2025Q1: 539 shares; 2025Q2: 504 shares; 2025Q3: 503 shares; 2025Q4: 492 shares; 2026Q1: 457 shares; 2026Q2: 455 shares 455 $38.9K <0.01% -2 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 531 shares; 2025Q1: 1,679 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,763 shares 1,763 $38.7K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 315 shares; 2025Q1: 722 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 793 shares; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $38.7K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,437 shares; 2025Q1: 2,437 shares; 2025Q2: 2,353 shares; 2025Q3: 418 shares; 2025Q4: 455 shares; 2026Q1: 391 shares; 2026Q2: 296 shares 296 $38.4K <0.01% -95 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 593 shares; 2025Q2: 305 shares; 2025Q3: 294 shares; 2025Q4: 338 shares; 2026Q1: 388 shares; 2026Q2: 399 shares 399 $38.2K <0.01% +11 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $38.1K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 510 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 427 shares 427 $37.9K <0.01% -72 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 86 shares; 2026Q1: 57 shares; 2026Q2: 73 shares 73 $37.6K <0.01% +16 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $37.6K <0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 163 shares; 2025Q1: 89 shares; 2025Q2: 131 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 131 shares; 2026Q2: 146 shares 146 $37.4K <0.01% +15 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,745 shares; 2025Q1: 2,565 shares; 2025Q2: 2,537 shares; 2025Q3: 2,081 shares; 2025Q4: 1,997 shares; 2026Q1: 1,990 shares; 2026Q2: 1,932 shares 1,932 $37.3K <0.01% -58 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; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 177 shares; 2025Q2: 214 shares; 2025Q3: 144 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 407 shares 407 $37.3K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,960 shares; 2025Q1: 1,832 shares; 2025Q2: 1,860 shares; 2025Q3: 1,526 shares; 2025Q4: 1,513 shares; 2026Q1: 1,411 shares; 2026Q2: 1,367 shares 1,367 $37.1K <0.01% -44 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 595 shares 595 $36.3K <0.01% -40 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,281 shares; 2025Q1: 12,369 shares; 2025Q2: 12,274 shares; 2025Q3: 10,005 shares; 2025Q4: 9,510 shares; 2026Q1: 9,477 shares; 2026Q2: 10,225 shares 10,225 $35.5K <0.01% +748 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $35.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 1,115 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $35K <0.01% 0 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $35K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 84 shares; 2025Q3: 76 shares; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $34.8K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 198 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $34.4K <0.01% 0 Timeline GCO GENESCO INC More: the full row for GENESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $33.8K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 123 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $33.6K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 485 shares; 2025Q2: 479 shares; 2025Q3: 391 shares; 2025Q4: 377 shares; 2026Q1: 373 shares; 2026Q2: 361 shares 361 $32.8K <0.01% -12 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 516 shares; 2025Q2: 184 shares; 2025Q3: 336 shares; 2025Q4: 235 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $32.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $32.6K <0.01% 0 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $32.5K <0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 459 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 372 shares 372 $32.3K <0.01% -132 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $32.3K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 252 shares; 2025Q1: 481 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $31.9K <0.01% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,678 shares; 2025Q1: 1,564 shares; 2025Q2: 1,557 shares; 2025Q3: 1,268 shares; 2025Q4: 1,201 shares; 2026Q1: 1,226 shares; 2026Q2: 1,190 shares 1,190 $31.9K <0.01% -36 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $31.6K <0.01% new Timeline